Development Services Review. Final Report. Zucker July 2016

5. The (DST) or (POD) signs the plan/permit and provides a copy to the applicant.

Conceptual Plan Review/Preliminary Plan Review Process (non- Measure C) Conceptual Plan Review (CPR) and Preliminary Plan Review (PPR) are two types of optional pre-application processes offered by the City that allows the applicant to obtain feedback on a proposed project prior to submitting a formal application. We discussed the Conceptual Plan Review (CPR) and Preliminary Plan Review (PPR- non-Measure C) Processes with staff and examined the handouts for each. We were told that the main difference between PPR and CPR is the PPR process is used for very large, complex and controversial projects and includes Planning Commission and/or Council review, while the CPR only includes staff review. Staff indicated that the PPR process is not used very often. In addition, there is a significant application fee difference between the CPR and PPR (e.g., $2,731 and $4,702, respectively). The PPR is more costly to account for the related staff report, agenda and PC meeting staffing. The handouts for the PPR and CPR add confusion to these processes, as there is no mention of PC and/or Council review in the PPR handout. Additionally, the handout for the CPR states that the process is intended to allow for the initial review and feedback of plans by the Community Development Department staff, while the handout for the PPR states that the process is intended to allow for schematic review of plans for Architectural and Site Review by the Community Development Department and Development Review Committee. The submittal materials for these two processes appear to be the same. See the “Handout” heading regarding our recommendation to update the CPR and PPR handouts to describe these processes to users more completely; and the “Fee” heading for our recommendation to further distinguish Preliminary Plan Review Fees from Conceptual Review Fees.

The major steps in the CPR and PPR process are shown in Figure 9 below. A more comprehensive summary of the process follows.

Morgan Hill, California

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Zucker Systems