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Agmt23 Economic and Planning Systems, Inc.
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Agmt23 Economic and Planning Systems, Inc.
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Last modified
9/22/2023 4:45:52 PM
Creation date
8/16/2023 12:26:43 PM
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Agreement
PROJECT NAME
Fees Audit and Reporting
RMP File Number
304.5
Date
7/7/2023
Amendment
Yes
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REV:06-21-2023 VR <br />EXHIBIT “A” <br />SCOPE OF SERVICES AND FEE <br />Key personnel per Section 1 of the Agreement: Ashleigh Kanat <br />These services will be provided to the City Attorney’s Office for the City of Redwood <br />City. As such, Consultant’s services will be subject to evidentiary protections under the <br />attorney work product doctrine and/or attorney-client privilege, and all writing <br />communications should be appropriately marked to preserve those protections. <br />Key Issues <br />These key issues need to be evaluated and addressed as part of this Scope of <br />Services: <br />Financial and Administrative Audit. In coordination with the City Attorney’s Office, <br />and with the support of financial/accounting professionals provided by the City, <br />Consultant will inventory and review each of the fee programs based on available <br />documentation and discussions with City staff to understand how to improve the <br />City’s fee program administration practices. <br />Adequacy of Annual Reporting. The Mitigation Fee Act (Gov. Code 66000 et. <br />seq.) specifies the timing, frequency, public noticing, and content of the required <br />Annual and Five-Year Reports. Reviewing the City’s past reports and updating <br />them to be consistent with current legal requirements and emerging best <br />practices is necessary at this time. Consultant will create a model AB 1600 report <br />with instructions to staff that can be used in this and future years. <br />Consistency of Underlying Fee Program Assumptions. To date, City Departments <br />have been responsible for developing and updating their own fee programs <br />without concern for aligning on key assumptions, such as land use categories, <br />growth assumptions, capital improvement plans, timing of updates, etc. <br />Consultant to conduct a comprehensive evaluation to help bring the fee <br />programs into alignment. Consultant to help establish best practices. Consultant <br />to time this work concurrently with the update of any fees. <br />Scope of Services <br />This Scope of Services describes the organizational and technical tasks necessary to <br />respond to the key issues described above. The work plan proposed below follows a <br />phased approach intended to prioritize the most urgent tasks. The first phase includes <br />an initial evaluation of the current fee programs and results in the financial and <br />administrative audit. The second phase results in the preparation of the Annual/Five- <br />Year Report for the 2022/2023 fiscal year. Consultant will remain flexible and able to <br />adapt to inevitable changes in policy direction and circumstances. <br />ATTY/AGR.2023.141/Economic and Planning Systems, Inc. (EPS Fees Audit and Reporting) (Page 11 of 13)
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