June 21, 2022 LAKE FOREST CITY COUNCIL MEETING AGENDA Page 1
AGENDA
LAKE FOREST CITY COUNCIL
Regular Meeting of the City Council
Tuesday, June 21, 2022
Closed Session 6:00 p.m.
Public Session 6:30 p.m.
City Council Chambers, 100 Civic Center Drive, Lake Forest, California
NOTICE: Pursuant to Lake Forest Municipal Code Section 2.04.010, Regular Meetings of the City Council are held the First and Third Tuesday of each month at the hour of 5:30 p.m. for Closed Session matters, if required. The Public Session of the meeting shall commence at 6:30 p.m. or as soon thereafter as possible. Special Meeting times may be held at a different time and date as listed on the Agenda.
AGENDA DOCUMENT REVIEW: The Agenda and staff reports are available on the Internet at
https://www.lakeforestca.gov/129/Agendas and at the City Clerk’s Office, 100 Civic Center Drive, Lake Forest, California, on the Friday before the meeting on Tuesday.
AGENDA DESCRIPTION: The Agenda descriptions are intended to give notice to members of the public of a general summary of items of business to be transacted or discussed. The listed Recommended Action represents staff’s recommendation. The City Council may take any action which it deems to be appropriate on the agenda item and is not limited in any way by the recommended action.
AGENDA ON SOCIAL MEDIA: This meeting will be streamed through Facebook Live. Comments will not be taken via Facebook Live. To ensure that the City Council receives your comments, you may submit written comments or voicemail messages to the City Clerk prior to the meeting. The City provides the Facebook Live stream as an additional service to the public. However, the City cannot guarantee that its network and/or the site will be uninterrupted. The City is not responsible for any interrupted service.
SPECIAL NOTICE REGARDING PUBLIC ACCESS TO THE MEETING AND PUBLIC COMMENT:
ASSEMBLY BILL 361: This meeting will occur in accordance with Government Code section 54953(e) et seq. (“AB 361”) wherein the City of Lake Forest City Council may continue to participate in meetings via teleconference.
PUBLIC PARTICIPATION: In addition to attending in person, pursuant to AB 361 members of the public may access the meeting live on our website at
https://www.lakeforestca.gov/129/Agendas.
PUBLIC COMMENT PRIOR TO THE MEETING: Members of the public may submit email comments to [email protected]. Email comments will be uploaded to the agenda packet and made part of the official public record of the meeting and will not be read at the meeting. To ensure staff reviews all comments prior to the City Council meeting, please submit email comments no later than 5:00 p.m. the day of the meeting.
PUBLIC COMMENT: Members of the public may provide comments in-person at the meeting or remotely. Those wishing to provide comments in-person at the meeting will be asked to submit a request to speak to the City Clerk. Those wishing to provide comments remotely may join the meeting online at https://call.lifesizecloud.com/5038350 and enter Passcode 1004# or by phone at (312) 584-2401 and enter meeting number 5038350# followed by Passcode 1004#.
June 21, 2022 LAKE FOREST CITY COUNCIL MEETING AGENDA Page 2
CALL TO ORDER: 6:00 p.m.
Council Members: Neeki Moatazedi (teleconference)
Mark Tettemer
Scott Voigts
Mayor Pro Tem: Doug Cirbo
Mayor: Robert Pequeño
City Manager: Debra Rose
City Attorney: Matthew E. Richardson
City Clerk: Lisa Berglund
CLOSED SESSION PUBLIC COMMENT:
CLOSED SESSION: At this time, the City Council may recess to Closed Session for conference with Legal Counsel to discuss the items listed below pursuant to Government Code requirements. Any items not concluded by 6:30 p.m. may be continued to the end of the Public Session. At this time, members of the public may address the City Council regarding any items listed on the Closed Session agenda. No action may be taken on items not listed on the agenda unless authorized by law. Comments shall be limited to three minutes per item. Any person wishing to address the City Council on a Closed Session matter is requested to complete a "Request to Speak" form available at agenda public review table near the entrance. The completed form is to be submitted to the City Clerk prior to an individual being heard by the City Council. Whenever possible, lengthy testimony should be presented to the City Council in writing (8 copies) and only pertinent points presented orally.
CLOSED SESSION
CLOSED SESSION: At this time, the City Council may recess to Closed Session for conference with Legal Counsel to discuss the items listed below pursuant to Government Code requirements. Any items not concluded by 6:30 p.m. may be continued to the end of the Public Session.
1. CONFERENCE WITH LEGAL COUNSEL- ANTICIPATED LITIGATION
INITIATION OF LITIGATION PURSUANT TO GOVERNMENT CODE
SECTION 54956.9(D)(4)
NUMBER OF POTENTIAL CASES: 1
RECOMMENDED ACTION: Conduct Closed Session.
RECESS: City Council will recess to Closed Session for the purpose of conducting regular City business.
RECONVENE: City Council will reconvene to continue regular City business.
June 21, 2022 LAKE FOREST CITY COUNCIL MEETING AGENDA Page 3
PUBLIC SESSION: 6:30 p.m.
PUBLIC SESSION: At this time, the City Council will convene to consider public matters. Those wishing to address the City Council must submit a completed “Request to Speak” form to the City Clerk prior to City Council action.
INVOCATION: The Invocation will be provided by Pastor Aaron Hale, Calvary Chapel.
PLEDGE OF ALLEGIANCE: The Pledge of Allegiance to the Flag of our Country to be led by Mayor Pequeño.
CLOSED SESSION REPORT: City Attorney will report on Closed Session.
PUBLIC COMMENTS
Members of the public can submit an e-comment to [email protected]. E-comments will not be read at the meeting.
Members of the public may also provide comments in- person at the meeting or remotely. Those wishing to provide comments in - person at the meeting will be asked to submit a request to speak to the City Clerk. Those wishing to provide comments remotely may join the meeting online at https://call.lifesizecloud.com/5038350 and enter Passcode 1004# or by phone at (312) 584 - 2401 and enter meeting number 5038350# followed by Passcode 10 04#.
CONSENT CALENDAR (Item Nos. 2 – 16)
All matters listed under the Consent Calendar are considered routine and will be enacted by one vote. There will be no separate discussion of these items unless Members of the City Council, the public, or staff request specific items be removed from the Consent Calendar for separate action.
2. MOTION TO WAIVE RESOLUTIONS AND ORDINANCES
RECOMMENDED ACTION: Said Ordinances and Resolutions which appear on the public agenda shall be determined to have been read by title and further reading waived.
3. MINUTES OF THE REGULAR MEETING OF THE CITY COUNCIL HELD ON JUNE 7, 2022
RECOMMENDED ACTION: Approve as submitted.
4. MONTHLY TREASURER'S REPORT - MAY 2022
RECOMMENDED ACTION: Receive and file.
5. AWARD OF CONTRACT FOR STRATEGIC ECONOMIC INVESTMENT
PROJECT CONSULTING SERVICES
RECOMMENDED ACTION:
Approve the Professional Services Agreement
with the HDL.
June 21, 2022 LAKE FOREST CITY COUNCIL MEETING AGENDA Page 4
6. CONTRACT AWARD FOR SPECIAL EVENT JANITORIAL SERVICES AT
THE COMMUNITY CENTER, PERFORMING ARTS CENTER, AND THE
CLUBHOUSE
RECOMMENDED ACTION: 1. Award an Agreement to Crown Facility Solutions with a compensation amount of $210,000 for special event janitorial maintenance services at the Community Center, Performing Arts Center, and The Clubhouse.
2. Authorize the Mayor to sign, and the City Clerk attest, the Professional Services Agreement with Crown Facility Solutions, substantially in the form attached.
7. RECREATION VENDOR CONTRACT INSTRUCTOR PAYMENTS
RECOMMENDED ACTION: Authorize a $16,695.50 payment to Super Soccer Stars and a $4,873.40 payment to Skyhawks for the remaining enrollment revenues owed from community services contract classes taught during the Spring 2022 season.
8. CONTRACT AWARD FOR SENIOR BUS TRANSPORTATION SERVICES
RECOMMENDED ACTION: 1. Award an Agreement to Age Well Senior Services, Inc. with a total compensation amount of $214,351.50, for Senior Bus Transportation Services.
2. Authorize the Mayor to sign, and the City Clerk to attest, the Agreement with Age Well Senior Services, Inc., substantially in the form attached.
9. CONTRACT AWARD FOR SENIOR TAXI TRANSPORTATION
SERVICES
RECOMMENDED ACTION: 1. Award an Agreement to Cabco Yellow Inc., dba California Yellow Cab (CYC), Santa Ana, California, with a total compensation amount of $169,000.00, for Senior Taxi Transportation Services.
2. Authorize the Mayor to sign, and the City Clerk to attest, the Agreement with Cabco Yellow Inc., dba California Yellow Cab (CYC), substantially in the form attached.
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10. NOTICE OF COMPLETION FOR STREET RESURFACING PROJECT FOR GLENN RANCH ROAD (PW 2020-05B)
RECOMMENDED ACTION: 1. Find that All American Asphalt has completed construction of Street Resurfacing Project for Glenn Ranch Road (PW 2020-05B).
2. Approve the Notice of Completion and authorize the Mayor to execute the document on behalf of the City.
3. Authorize City Clerk to submit Notice of Completion for recordation to the Office of the County Recorder of Orange County within fifteen days of the City Council approval, as required by Section 9204 of the California Civil Code.
4. Authorize staff to release any unencumbered retention in accordance with California law.
11. NOTICE OF COMPLETION WITH ROBERTSON RECREATION
SURFACES FOR 2021-2022 CITYWIDE PLAYGROUND
RESURFACING/REPLACEMENT PROJECT (PW 2021-08) AT BAKER
RANCH AND EL TORO COMMUNITY PARKS
RECOMMENDED ACTION: 1. Find that Robertson Recreational Surfaces, Inc., has completed construction of the Citywide Playground Resurfacing/Replacement Project (PW 2021.08).
2. Approve Notice of Completion (“NOC”) and authorize the Mayor to execute the document on behalf of the City.
3. Authorize the City Clerk to submit the NOC for recordation to the Office of the County Recorder within 15 days of the City Council approval, as required by Section 9204 of the California Civil Code.
4. Authorize staff to release any unencumbered retention in accordance with California law.
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12. FIRST AMENDMENT TO PROFESSIONAL CONSULTANT SERVICES AGREEMENT WITH MIKE LINARES, INC. FOR COMMUNITY
DEVELOPMENT BLOCK GRANT (CDBG) CONSULTING SERVICES
RECOMMENDED ACTION: 1. Approve the First Amendment with Mike Linares, Inc. for Community Development Block Grant (CDBG) Consulting Services.
2. Authorize the Mayor to sign and the City Clerk to Attest the First Amendment substantially in the form attached.
13. PROFESSIONAL CONSULTANT AGREEMENT AWARD FOR LOAN
PORTFOLIO MANAGEMENT CONSULTANT SERVICES
RECOMMENDED ACTION: 1. Award Professional Consultant Services Agreement to AmeriNational Community Services, LLC, dba AmeriNat, to provide Loan Portfolio Management Consultant Services.
2. Authorize the Mayor to sign, and the City Clerk to attest the agreement with AmeriNat, for Loan Portfolio Management Consultant Services, substantially in the form attached.
14. AWARD OF CONTRACT FOR CIVIC CENTER CUSTODIAL AND
JANITORIAL SERVICES
RECOMMENDED ACTION: 1. Award an Agreement for Maintenance Services in the amount of $1,170,810.68 to Innovative Cleaning Services for Civic Center Custodial and Janitorial Services.
2. Authorize the Mayor to sign, and the City Clerk to attest, the award of contract to Innovative Cleaning Services, LLC, substantially in the form attached.
15. THIRD AMENDMENT TO THE AGREEMENT WITH KIDDER MATHEWS, INC., FOR CIVIC CENTER FACILITY MANAGEMENT SERVICES
RECOMMENDED ACTION: 1. Approve the Third Amendment to the contract for Civic Center Facility Management Services with Kidder Mathews, Inc.
2. Authorize the Mayor to sign, and the City Clerk to attest, the Third Amendment substantially in the form attached.
June 21, 2022 LAKE FOREST CITY COUNCIL MEETING AGENDA Page 7
16. FIRST AMENDMENT TO THE AGREEMENT WITH SHELTERCLEAN
SERVICES FOR BUS SHELTER MAINTENANCE SERVICES
RECOMMENDED ACTION: 1. Approve the First Amendment to the Agreement for Bus Shelter Maintenance Services with Shelterclean Services, Inc.
2. Authorize the Mayor to sign, and the City Clerk to attest, the First Amendment substantially in the form attached.
PUBLIC HEARING(S) (Item No. 17)
Public Hearings are scheduled for a time certain of 6:30 p.m. or as soon thereafter as possible. City Council, when considering the matter scheduled for hearing, will take the following actions: 1. Open the Public Hearing. 2. Receive staff report. 3. Accept public testimony. 4. City Council comments and questions. 5. Take appropriate action. Those wishing to address the City Council during the Public Hearing must complete a Request to Speak form and provide it to the City Clerk prior to the hearing.
17. MASTER FEE SCHEDULE UPDATE
RECOMMENDED ACTION: 1. Conduct the noticed public hearing.
2. Adopt a Resolution Entitled: A RESOLUTION OF THE CITY COUNCIL
OF THE CITY OF LAKE FOREST, CALIFORNIA, ESTABLISHING
UPDATED FEES AND CHARGES FOR VARIOUS MUNICIPAL
SERVICES.
DISCUSSION/ACTION ITEMS (Item Nos. 18 – 22)
The following matters are for City Council consideration/discussion/action. Members of the public may have the opportunity to address these items if they wish to do so. Please complete the Request to Speak form and give to the City Clerk.
18. FISCAL YEAR 2022-23 BUDGET APPROPRIATION
RECOMMENDED ACTION: Adopt a Resolution entitled: A RESOLUTION
OF THE CITY COUNCIL OF THE CITY OF LAKE FOREST,
CALIFORNIA, APPROPRIATING FUNDS FOR FISCAL YEAR 2022-23
ONLY AND AUTHORIZING CERTAIN ACTIONS WITH
APPROPRIATIONS
19. CALIFORNIA CONSITUTION ARTICLE XIIIB APPROPRIATIONS LIMIT
RECOMMENDED ACTION: Adopt a Resolution entitled: A RESOLUTION
OF THE CITY COUNCIL OF THE CITY OF LAKE FOREST,
CALIFORNIA, APPROVING THE APPROPRIATIONS LIMIT FOR FISCAL YEAR 2022-23 IN THE AMOUNT OF $152,693,097.
June 21, 2022 LAKE FOREST CITY COUNCIL MEETING AGENDA Page 8
20. CLASSIFICATION PLAN AND SALARY SCHEDULE FOR FISCAL YEAR 2022-2023
RECOMMENDED ACTION: ADOPT A RESOLUTION ENTITLED: A
RESOLUTION OF THE CITY COUNCIL OF THE CITY OF LAKE
FOREST, CALIFORNIA, ADOPTING A REVISED CLASSIFICATION
PLAN AND COMPENSATION SCHEDULE.
21. ANNUAL RENEWED MEASURE M ("M2") ELIGIBILITY SUBMITTAL TO
THE ORANGE COUNTY TRANSPORTATION AUTHORITY
RECOMMENDED ACTION: 1. Approve the Renewed Measure M ("M2") Seven-Year Capital Improvement Program for Fiscal Years 2022-23 through 2028-2029.
2. Authorize the Director of Public Works/City Engineer to forward all eligibility requirements, including the approved Renewed Measure ("M2") Seven-Year Capital Improvement Program, to the Orange County Transportation Authority.
22. ADOPTION OF LIST OF PROJECTS FUNDED BY SENATE BILL 1: THE
ROAD REPAIR AND ACCOUNTABILITY ACT
RECOMMENDED ACTION: 1. Approve Senate Bill 1: The Road Repair and Accountability Act Project List forms for Fiscal Year 2022-23.
2. Adopt a Resolution entitled: A RESOLUTION OF THE CITY COUNCIL
OF THE CITY OF LAKE FOREST, CALIFORNIA, CONCERNING THE
LIST OF PROJECTS FOR FISCAL YEAR 2022/23 FUNDED BY SB1:
THE ROAD REPAIR AND ACCOUNTABILITY ACT.
3. Authorize the Director of Public Works to forward the Fiscal Year 2022- 23 project list to the California Transportation Commission, as required under Road Repair and Accountability Act of 2017.
CITY MANAGER'S REPORT
At this time, the City Manager may comment on agenda and non-agenda items; and report on items of interest to the City Council and community.
June 21, 2022 LAKE FOREST CITY COUNCIL MEETING AGENDA Page 9
CITY COUNCIL COMMENTS
At this time, City Council Members may comment on agenda or non-agenda matters. No discussion may take place on any item not appearing on the posted agenda. Council Members may ask a question for clarification, respond to statements made or questions posed by the public, make a brief announcement, or make a brief report on his or her own activities. In addition, the City Council may refer to staff or other resources for factual information, request staff to report back at a subsequent meeting or direct staff to place a matter of business on a future agenda. No action may be taken on non-agenda matters unless authorized by law (Government Code Section 54954.2).
Council Member Moatazedi:
Council Member Tettemer:
Council Member Voigts:
Mayor Pro Tem Cirbo:
Mayor Pequeño:
ADJOURNMENT:
In compliance with the Americans With Disabilities Act, if you need special assistance to participate in this Meeting, including auxiliary aids or services, you should contact the Office of the City Clerk at (949) 461-3400. Notification 48 hours prior to the Meeting will enable the City to make reasonable arrangements to assure accessibility to this meeting. The City Council agenda and agenda back-up materials can be obtained from the Office of the City Clerk on the Friday prior to the City Council meeting. Copies of all Agendas, Staff Reports and Supporting Materials can also be found on the City’s website – https://www.lakeforestca.gov/129/Agendas. Agenda and agenda packets, if requested, will be made available in an appropriate alternative format to persons with a disability as required by the Americans With Disabilities Act. Copies of the agenda are provided at no cost and agenda back-up materials are available at the per page copy cost.
The City of Lake Forest mailing address is City Council Chambers, 100 Civic Center Drive, Lake Forest, California.
Phone: (949) 461-3400. FAX (949) 461-3511
CERTIFICATION: I, Lisa Berglund, City Clerk of the City of Lake Forest, California, hereby certify that the foregoing agenda was posted for public review at City Hall on June 16, 2022.
Lisa Berglund
City Clerk
CITY COUNCIL AGENDA REPORT
MEETING DATE: 6/21/2022
DEPARTMENT: City Clerk
SUBJECT:
MOTION TO WAIVE READING OF RESOLUTIONS AND ORDINANCES
RECOMMENDED ACTION(S):
Said Ordinances and Resolutions which appear on the public agenda shall be determined to have been read by title and further reading waived.
EXECUTIVE SUMMARY:
California Government Code 36934 allows titles of ordinances and resolutions to be waived.
FISCAL IMPACT:
There is minimal fiscal impact associated with the recommended action.
ATTACHMENTS:
None.
Submitted By: Lisa Berglund, MPA, City Clerk
Approved By: Debra Rose, City Manager
Item: 2
10 LAKE FOREST CITY COUNCIL MINUTES JUNE 7, 2022
Page No. 1
MINUTES OF THE REGULAR MEETING
OF THE CITY COUNCIL OF THE CITY OF LAKE FOREST
The Regular Meeting of the City Council of the City of Lake Forest held Tuesday, June 7, 2022, at the Lake Forest City Council Chamber, 100 Civic Center Drive, Lake Forest, California, was called to order at 5:30 p.m.
ROLL CALL:
Councilmembers:
Mayor Pro Tem:
Mayor:
City Manager:
City Attorney:
City Clerk:
Neeki Moatazedi
Mark Tettemer
Scott Voigts
Doug Cirbo (teleconference)
Robert Pequeño
Debra Rose
Matthew Richardson
Lisa Berglund
CLOSED SESSION: (Item Nos: 1-3)
1. PUBLIC EMPLOYEE PERFORMANCE EVALUATION
PURSUANT TO GOVERNMENT CODE SECTION 54957
TITLE: CITY ATTORNEY
ACTION: The City Council conducted this closed session matter related to the City Attorney contract.
2. CONFERENCE WITH LABOR NEGOTIATORS
PURSUANT TO GOVERNMENT CODE SECTION 54957.6
AGENCY DESIGNATED REPRESENTATIVE: CITY MANAGER
UNREPRESENTED EMPLOYEE: ALL EMPLOYEES
ACTION: The City Council conducted this closed session matter related to labor negotiations.
3. CONFERENCE WITH LEGAL COUNSEL – ANTICIPATED LITIGATION
SIGNIFICANT EXPOSURE TO LITIGATION PURSUANT TO GOVERNMENT CODE SECTION 54956.9(D)(2)
NUMBER OF POTENTIAL CASES: 1
ACTION: The City Council conducted this closed session matter related to potential litigation.
RECESS: City Council recessed into Closed Session for the purpose of conducting regular City business.
RECONVENE: City Council reconvened at 6:30 p.m. to continue regular City business.
Item: 3
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Page No. 2
PUBLIC SESSION: 6:30 pm INVOCATION: The Invocation was provided by Chaplain Serena Cummins, Orange County Sheriff’s Department.
PLEDGE OF ALLEGIANCE: The Pledge of Allegiance to the Flag of our Country was led by Council Member Moatazedi.
CLOSED SESSION REPORT: City Attorney Richardson had no action to report.
REPORT FROM STUDENT LIAISON: Student Liaison Natasha Quinn provided an update to the City Council.
PRESENTATIONS: (Item No. 4)
MOTION: It was moved by Council Member Voigts and seconded by Council Member Moatazedi to approve the presentation. The motion was carried by a vote of 5/0.
4. COMMUNITY EMERGENCY RESPONSE TEAM PROGRAM
ACTION: The City Council presented Certificates of Completion to the graduates of the Community Emergency Response Team Program.
PUBLIC COMMENTS:
Public comment was received by Randy Johnson.
CONSENT CALENDAR: (Item Nos. 5-14)
STATEMENTS READ INTO THE RECORD:
Council Member Voigts: “There are warrants on the register to the County of Orange. I am an employee of the County of Orange, but I do not work for the department that generated the warrants. Because the County of Orange is a public agency and because I do not work for the department in question, I have determined that I have a non-interest in these warrants and will vote on this item.”
Council Member Moatazedi: “There is a warrant on the register to The Gas Company. I am an employee of the Gas Company and have determined that I have a remote interest in this warrant and will abstain from voting on that warrant.”
Mayor Pro Tem Cirbo: “There are warrants on the register to All City Management Services.
My wife is an employee of the ACMS and I have determined that I have a remote interest in these warrants and will abstain from voting on the warrants.”
Item No. 9 was pulled from the consent calendar by Mayor Pequeño.
Item: 3
12 LAKE FOREST CITY COUNCIL MINUTES JUNE 7, 2022
Page No. 3
MOTION: It was moved by Council Member Tettemer and seconded by Council Member Moatazedi to approve Consent Calendar Item Nos. 5-8 and 10-14. The motion was carried by a vote of 5/0 with Council Member Cirbo abstaining from the ACMS warrant and Council Member Moatazedi abstaining from the Gas Company warrant listed in Item No. 8. Council Member Tettemer dissented from Item No. 6.
5. MOTION TO WAIVE RESOLUTIONS AND ORDINANCES
ACTION: Said Ordinances and Resolutions which appear on the public agenda were determined to have been read by title and further reading was waived.
6. CONTINUING TO HOLD VIRTUAL MEETINGS PURSUANT TO AB 361
ACTION: The City Council made renewed findings that a state of emergency remains in effect and recommended to continue measures that promote social distancing.
7. MINUTES OF THE REGULAR MEETING OF THE CITY COUNCIL HELD ON MAY 17, 2022
ACTION: The City Council approved the minutes of May 17, 2022, as submitted.
8. CERIFICATION OF WARRANT REGISTER
ACTION: The City Council approved the warrant register in the amount of $3,606,161.89 as submitted.
9. AWARD OF CONTRACT FOR TREE MAINTENANCE SERVICES
ACTION: 1. A maintenance services agreement in the amount of $1,576,047 was awarded to West Coast Arborists, Inc., for Tree Maintenance Services.
2. The Mayor was authorized to sign, and the City Clerk to attest, the agreement with West Coast Arborists, Inc., substantially in the form attached.
Item No. 9 was pulled from the consent calendar by Mayor Pequeño. Mayor Pequeño made a statement for the record:
“Last night I received an email from a service provider out bid on this item. I responded to this provider by telling him that it was inappropriate for him to reach out to me to change the decision that was made by following the City’s bidding process. The City has a bidding process and it does not include anyone from the City Council.”
Item: 3
13 LAKE FOREST CITY COUNCIL MINUTES JUNE 7, 2022
Page No. 4
MOTION: A motion was made by Council Member Tettemer and seconded by Council Member Moatazedi to approve staff recommendation. The motion passed 5/0.
10. CONTRACT AWARD FOR CONSTRUCTION ADMINISTRATION AND
CONSTRUCTION INSPECTION SERVICES – INTERSECTION
IMPROVEMENTS AT EL TORO AND PORTOLA/SANTA MARGARITA; ADA RAMPS PHASE 13; ADA RAMPS PHASE 14, AND MEADOWS TRAFFIC IMPROVEMENTS: BAKE AND BAFFIN BAY
ACTION: The City Council awarded an Agreement for Professional services in the amount of $190,292.00 to Wallace & Associates, for Construction Administration and Construction Inspection Services – Intersection Improvements at El Toro and Portola/Santa Margarita; ADA Ramps Phase 13; ADA Ramps Phase 14, and Meadows Traffic Improvements: Bake and Baffin Bay; and authorized the Mayor to sign, and the City Clerk to attest the Agreement with Wallace & Associates, substantially in the form attached.
11. SECOND AMENDMENT TO THE CONTRACT FOR BENEFIT CONSULTING
SERVICES
ACTION: The City Council approved the Second Amendment to the contract for Keenan and Associates for Benefit Consulting Services and authorized the Mayor to sign, and the City Clerk to attest, the agreement with Keenan and Associates, substantially in the form attached.
12. AWARD OF CONTRACT FOR CITY WEBSITE HOSTING SERVICES
ACTION: The City Council awarded the Agreement with 360Civic, in the amount of $142,975, for City Website Design and Hosting Services, and authorized the Mayor to sign, and the City Clerk to attest, the Agreement with 360Civic, substantially in the form attached.
13. INDEPENDENCE DAY PARADE ROAD CLOSURES AND RELATED
ACTIVITIES ON JULY 4, 2022
ACTION: The City Council approved road closures of race and parade route from 5:00 a.m. – 2:00 p.m. on July 4, 2022, directed Public Works to provide required traffic control devices and crews for road closures, direct the Orange County Sheriff’s Department to staff road closures and patrol events and approved of additional street sweeping of the designated parade route.
14. PROFESSIONAL CONSULTANT AGREEMENT AWARD FOR HOUSING
REHABILITATION CONSULTING SERVICES
ACTION: The City Council awarded a Professional Consultant Services Agreement to Theresa Dobbs, Inc. for Housing Rehabilitation Consultant Item: 3
14 LAKE FOREST CITY COUNCIL MINUTES JUNE 7, 2022
Page No. 5
Services, and authorized the Mayor to sign and the City Clerk to attest an agreement with Theresa Dobbs Inc. for Housing Rehabilitation Consultant Services, substantially in the form attached.
DISCUSSION: (Item No. 15-17)
15. OCTA UPDATE OF INTERSTATE 5 / EL TORO ROAD INTERCHANGE
PROJECT
City Manager Rose introduced this item. The City Council received a presentation from Rose Casey, Director, Highway Programs at OCTA. City Council questions were asked and answered.
ACTION: The City Council received the presentation from OCTA and the City Council received and filed the presentation.
16. DRAFT USER FEE UPDATE
City Manager Rose introduced this item. Finance Director Kevin Shirah introduced David Schroeder of Clear Source. The City Council received a presentation from Mr. Schroeder of Clear Source. City Council questions were asked and answered.
MOTION: It was moved by Council Member Tettemer and seconded by Council Member Moatazedi to receive and file the presentation from ClearSource. No additional direction regarding fee updates was received. The motion passed 5/0.
17. FOURTH AMENDMENT TO CITY MANAGER EMPLOYMENT AGREEMENT
City Attorney Richardson verbally summarized this item prior to the motion.
MOTION: A motion was made by Council Member Moatazedi and seconded by Mayor Pequeño to approve the Fourth Amendment to City Manager Employment Agreement and authorize the Mayor to execute and the City Clerk to attest the document. The motion passed 5/0.
CITY MANAGERS REPORT:
City Manager Rose announced that the City Council will hold a ceremonial flag raising ceremony at Veterans Park on Tuesday, June 14, 2022, at 12:00 p.m.
Item: 3
15 LAKE FOREST CITY COUNCIL MINUTES JUNE 7, 2022
Page No. 6
CITY COUNCIL COMMENTS:
Council Member Moatazedi:
Council Member Moatazedi received consensus to
agendize a future discussion on hosting a job fair in the city.
Council Member Moatazedi announced the Baker
Ranch Public Safety meeting on June 9, 2022, at 6:00
p.m. All are welcome.
Council Member Moatazedi requested a letter be sent
to the son of Theresa Timms achieving his Eagle Scout
status.
Council Member Tettemer:
Council Member Tettemer attended OCFD’s Best and
Bravest Awards Ceremony. He also attended the
ribbon cutting at Advanced Auto Repair, the City’s
Memorial Day event, he attended the Lake Forest
Chamber luncheon in which Sheriff Barnes was the
keynote speaker. Lastly, he attended Amigos de la
Colina breakfast and board member installation at
Heritage Hill.
Council Member Voigts:
Council Member Voigts attended the ribbon cutting at
Advanced Auto Repair.
He thanked the Chamber for producing a great mixer
event with OCSD.
Mayor Pro Tem Cirbo:
Mayor Pro Tem Cirbo expressed gratitude to those
individuals that voted in today’s election.
Mayor Pequeño:
Thanked staff for their hard work with a special thanks to the City Attorney.
ADJOURNMENT: The regular meeting of the City Council was adjourned at 7:30 p.m.
Respectfully submitted: APPROVED:
__
LISA BERGLUND, MPA ROBERT PEQUEÑO
CITY CLERK MAYOR
Item: 3
16 CITY COUNCIL AGENDA REPORT
MEETING DATE: 06/21/2022
DEPARTMENT: Finance
SUBJECT:
MONTHLY TREASURER'S REPORT - MAY 2022
RECOMMENDED ACTION(S):
Receive and file.
EXECUTIVE SUMMARY:
The Treasurer's Report for the month ended May 31, 2022, is attached. There are no exceptions to the Investment Policy. Total cash and investments equal $160.6 million for the period.
DISCUSSION:
The Treasurer’s Report for the month ended May 31, 2022, is attached. There are no exceptions to the Investment Policy.
Investment Portfolio
The City’s balances consist of the following:
Type Millions
Federal Home Loan Bank (FHLB) $ 2.0
Local Agency Investment Fund (LAIF) 74.8
California Asset Management Program (CAMP) 0.0
Orange County Investment Pool (OCIP) 41.3
Federated Government Obligations Fund 12.5
Operating Bank Balance-US Bank 30.0
Total Cash and Investments $ 160.6
The investment portfolio balance (excluding the operating bank balance) was unchanged during the last month. The balance in the investment portfolio was Item: 4
17 1
8 1
6 consistent with staff’s expectations based on the operating and capital improvement activities during the month.
There were no investment purchases during the month. The types of investments currently included in the portfolio are described below with any new information since the last report.
The Local Agency Investment Fund (“LAIF”), Orange County Investment Pool (“OCIP”), and California Asset Management Program (“CAMP”) are the City’s liquidity pools. Liquidity pools are the source of funding for weekly ongoing operating costs. Many cities use only LAIF, while Lake Forest has been more conservative in this respect. The US Bank balance reflected on the previous page is mostly transitory, as a function of holding deposits until the funds are invested and subsequently disbursed from LAIF/OCIP/CAMP for operations.
State law requires that these bank balances be collateralized at 110%. The Federated Government Obligations Fund Service Share Money Market Fund is also mostly transitory, as a function of holding matured investments and earnings until the City purchases new investments. This account is the custodial account for the City’s investment safekeeping institution, US Bank.
LAIF is a conservative investment pool managed by the State. The State cannot access these balances to fund its operational expenditures. Staff believes it is still prudent to maintain funds for liquidity in LAIF. LAIF earned .684% on the fund in May, which is slightly higher than the City’s earnings of .523% as of April 30, 2022.
Orange County Investment Pool (“OCIP”) allows local government agencies to voluntarily invest surplus cash to obtain competitive yields while maintaining safety and liquidity, thereby creating a multi-million-dollar County investment pool that enables investments in diversified instruments. OCIP earned approximately .618% on the fund as of May 31, 2022.
CAMP is a conservative short-term money market investment pool for a group of local agencies. CAMP earned approximately .820% on the fund as of May 31, 2022.
Cash with Fiscal Agent
During the month, cash with the fiscal agent was unchanged.
FISCAL IMPACT:
There is no fiscal impact associated with the recommended action.
Item: 4
18 1
8 1
6 ATTACHMENTS:
Monthly Treasurer's Report
Initiated By: Amy Lewis, Assistant Director of Finance
Submitted By: Kevin Shirah, Director of Finance/City Treasurer Approved By: Debra Rose, City Manager
Item: 4
19 ATTACHMENT
Item: 4
20 VALUE OF PORTFOLIO
This Month Last Month
Market Value 130,593,602$ 130,584,298$
Book Value 130,592,902$ 130,580,978$
This Month Last Month
Average Maturity (days) 1 1
Average Maturity to Call (days) 1 1
RETURN
This Month Last Month
Average Annual Return 0.617% 0.502%
Average Annual Return to Call 0.617% 0.502%
1. I hereby certify that the investments are in compliance with the investment policy approved by the City Council on December 21, 2021.
2. Although any investment is impacted by market conditions, the current investments are structured to reduce the impact of market conditions.
3. The market values for the investments are provided by the City's Custodian, US Bank.
Local Agency Investment Fund, California Asset Management Program and
4. The City has the ability to meet its budgeted expenditures for the next six months.
Kevin R. Shirah
Director of Finance / City Treasurer
CITY OF LAKE FOREST
MONTHLY INVESTMENT HIGHLIGHTS
May 31, 2022
Orange County Investment Pool market values are the withdrawal amount. 1 Item: 4
21 SUMMARY OF TRANSACTIONS
Investment Securities*
Activity
Dollar Volume
(Par Value)
Transaction
Count
Purchases -$ -$
Maturities -$ 0
Called - Prior to Maturity -$ -$
Sale - Prior to Maturity -$ -$
* The Investment Securities activity is also included in the account summary below.
LAIF, CAMP, OCIP & Money Market Mutual Fund (MMMF)
Category Deposits Withdrawals
Local Agency Investment Fund -$ -$
California Asset Management Program -$ -$ Orange County Investment Pool 13,896$ 1,970$
Federated Government Obligations Fund Service Shares 103$ 2,620$ No exceptions.
EXCEPTIONS TO INVESTMENT POLICY
May 31, 2022
CITY OF LAKE FOREST
MONTHLY INVESTMENT HIGHLIGHTS/
May 31, 2022
EXCEPTIONS TO INVESTMENT POLICY
CITY OF LAKE FOREST
2 Item: 4
22 CITY OF LAKE FOREST
CASH AND INVESTMENTS
May 31, 2022
CASH & INVESTMENTS:
Type Market Value
Bank Accounts 30,009,616$
Investments 2,000,700
Local Agency Investment Fund 74,754,160
California Asset Management Program 3,923
Orange County Investment Pool 41,307,595
Federated Government Obligations Fund Service Shares 12,527,224 Total 160,603,218$
CASH WITH FISCAL AGENT:
Type Market Value
First American Treasury Obligatory Fund -$
3 Item: 4
23 CITY OF LAKE FOREST
PORTFOLIO STRUCTURE
May 31, 2022
COMPARISON OF INVESTMENT PORTFOLIO BY TYPE:
Average
% or $ Average Maturity Allowed
Book % or $ Over Maturity to Call Maturity
Type of Instrument Value Portfolio Allowed Limit (in days) (in days) (in days) U.S. Treasury Bills 0.0% 100% 1825
U.S. Treasury Notes 0.0% 100% 1825
U.S. Treasury Bonds 0.0% 100% 1825
Federal Agencies 2,000,000$ 1.6% 100% 10 10 1825
Bankers' Acceptances 0.0% 20% 180
Certificates of Deposit (Non-Negotiable) 0.0% 30% 730
Commercial Paper 0.0% 25% 270
Local Agency Investment Fund 74,754,160 57.2% $75 MM N/A N/A N/A California Asset Management Program 3,923 0.0% 30% N/A N/A N/A Orange County Investment Pool 41,307,595 31.6% 100% N/A N/A N/A Federated Government Obligations Fund Service Shares 12,527,224 9.6% 10% N/A N/A N/A Totals 130,592,902$ 100.0%
CALLABLES AS PERCENTAGE OF BOOK VALUE:
Federal Agencies - Callable -$ 0.0% 100% 0 0 1825 4 Item: 4
24 INVESTMENT PORTFOLIO BY ISSUER:
Book % of % or $ Over
Issuer Name Value Portfolio Allowed Limit Quality
U.S. Treasury -$ 100% AAA+
Federal Home Loan Bank 2,000,000 1.5% 70% AAA
Federal National Mortgage Association 0 0.0% 70% AAA
Federal Home Loan Mortgage Corporation 0 0.0% 70% AAA
Federal Agricultural Mortgage Corporation 0 0.0% 70% AAA Federal Farm Credit Bank 0 0.1% 70% AAA
Local Agency Investment Fund 74,754,160 57.2% $75 MM N/R California Asset Management Program 3,923 0.0% 30% N/R Orange County Investment Pool 41,307,595 31.6% 100% N/R Federated Government Obligations Fund Service Shares 12,527,224 9.6% 10% AAA Totals 130,592,902$ 100.0%
DISTRIBUTION BY SELLING INSTITUTION:
% of
Name of Institution Book Value Total
Raymond James & Associates, Inc. -$ 0.0% Multi-Bank Securities, Inc. 0 0.0%
Wedbush Morgan 2,000,000 1.6%
Local Agency Investment Fund 74,754,160 57.2%
California Asset Management Program 3,923 0.0%
Orange County Investment Pool 41,307,595 31.6%
Federated Government Obligations Fund Service Shares 12,527,224 9.6% Totals 130,592,902$ 100.0%
CITY OF LAKE FOREST
DISTRIBUTION BY SELLING INSTITUTION
May 31, 2022
PORTFOLIO STRUCTURE
5 Item: 4
25 CITY OF LAKE FOREST
PORTFOLIO DETAILS SORTED BY MATURITY DATES 1
May 31, 2022
Market Par Book Coupon Yield to Purchase Maturity
Type of Instrument Issuer 2 Seller 3 Value 4
Value Value Rate Maturity Date Date
Federal Agency FHLB Wedbush 2,000,700 2,000,000 2,023,982 2.125% 1.870% 6/29/17 6/10/22 LAIF 5
N/A N/A 74,754,160 74,754,160 74,754,160 N/A N/A N/A N/A CAMP 6
N/A N/A 3,923 3,923 3,923 N/A N/A N/A N/A
OCIP 7 N/A N/A 41,307,595 41,307,595 41,307,595 N/A N/A N/A N/A Money Market Fund 8
N/A N/A 12,527,224 12,527,224 12,527,224 N/A N/A N/A N/A Totals 130,593,602$ 130,592,902$ 130,616,884$
1 All investments are held in safekeeping by US Bank.
2 FHLB = Federal Home Loan Bank
3 Wedbush = Wedbush Securities
4 Market values are obtained monthly from US Bank.
5 Local Agency Investment Fund
6 California Asset Management Program
7 Orange County Investment Pool
8 Federated Government Obligations Money Market Fund
6 Item: 4
26 CITY COUNCIL AGENDA REPORT
MEETING DATE: 6/21/2022
DEPARTMENT: City Manager
SUBJECT:
AWARD OF CONTRACT FOR STRATEGIC ECONOMIC INVESTMENT
PROJECT CONSULTING SERVICES
RECOMMENDED ACTION(S):
Approve the Professional Services Agreement with the HDL EXECUTIVE SUMMARY:
On February 15, 2022, the City Council approved the Strategic Economic Investment Project (“SEIP”)(Attachment 1). The SEIP assigns $8,303,350 in economic support funds to three business types: restaurants, hotels, and other businesses impacted by COVID-19. Since City Council approval on February 15, 2022, the City must now design programs to distribute economic support funds to each of three business types.
On February 28, 2022, the City issued a Request for Proposals (“RFP”) for Strategic Economic Investment Project Administration Services (“SEIP RFP”).
The intent of issuing the SEIP RFP was to procure a consultant to assist in the development, management, and compliance burden of programs developed to achieve the goals established by the City Council on February 15, 2022. The City received three proposals in response to the SEIP RFP, and HDL had the highest aggregate score at the conclusion of the review process.
Staff recommends the City Council approved the proposed Professional Consultant Services Agreement with HDL (“Agreement”) (Attachment 2). The Agreement includes a $124,790 compensation amount and a three-year term with two optional one-year extensions. The proposed budget for Fiscal Year 2022-23 of the 2021-2023 Operating Budget includes sufficient funding to cover the costs of the recommended action.
BACKGROUND:
The SEIP budget includes economic support for three business types and funding to cover the administrative costs associated with distributing funds.
Item: 5
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6 Table 1: SEIP Allocations
Category Allocation
Restaurant Industry Assistance $3,803,350
Hotel Industry Assistance $2,500,000
Other Impacted Industry
Assistance
$2,000,000
Total SEIP Budget $8,303,350
In accordance with the SEIP, the City must establish grant and/or other financial programs to help local businesses offset hardships related to COVID-19.
Support programs can be designed to help offset financial losses, better prepare businesses to weather future pandemics, and encourage business activity in sectors that experienced significant economic adversity. The City requires a consultant to help design, implement, and manage programs that satisfy the intent of the SEIP.
After receiving approval from the City Manager, staff issued the SEIP RFP on February 28, 2022. The scope of work in the SEIP RFP would direct the successful proposer to assist with the design, implementation, and ongoing management of all economic support programs pursuant to the SEIP. All program design proposals will be presented to the City Council for feedback and final consideration.
DISCUSSION:
On February 28, 2022, the City published the SEIP RFP on the PlanetBids, the City’s electronic procurement management system. The City received three responses to the proposal solicitation from the following firms:
Jacob Green & Associates
HDL
RSG, Inc.
The proposals were subsequently reviewed by a City Manager-approved selection panels consisting of staff from the City Manager’s Office, Community Development Department, and Finance Department.
Item: 5
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6 City Manager’s Office:
Assistant City Manager
Assistant to the City Manager
Finance Department:
Director of Finance/City Treasurer
Community Development Department:
Management Assistant
During the review of technical proposals, the selection panel scored proposals based on criteria described in the SEIP RFP. Staff evaluated proposals using the following criteria:
The quality of the firm’s professional personnel assigned to the engagement and the quality of the firm’s management support personnel to be available for technical consultation.
The firm's allocation of resources to the project and project schedule, along with the project management tools/resources utilized by the firm to ensure accurate and timely delivery of project.
The firm’s understanding of the scope of work, the appropriateness of the services proposed, and any distinguishing features, skills, or services offered by the firm.
The firm’s past experience and performance on comparable engagements. The overall quality of the proposal submitted.
All three proposers received a technical review of 156 or higher. Pursuant to the City's Purchasing and Contracting Guidelines (“Purchasing Guidelines”), the City invited all three firms to the interview phase of the selection process to discuss their respective approaches to the requested services. The results of the technical review and the interview phases are summarized in Table 2 below.
Item: 5
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6 Table 2: Technical Review & Interview Scores:
1 2 3 4 1 2 3 4
HDL 44 42 40 30 156 93 88 94 90 365 160 681
Jacob Green
& Associates 42 41 39 36 158 85 72 71 63 291 52 501
RSG 40 38 45 39 162 85 68 90 55 298 64 524
Total
Technical Review and Interview Scores
Firm
Technical
Review
Subtotal
Qualifications Interview
Rater: Interview
Subtotal
Pricing
Points
(x3)
Rater:
Technical Review
Table 3: Proposal Pricing
Proposer Price
HDL $80,260
Jacob Green & Associates $245,320
RSG $199,575
While all firms submitted proposals that received positive technical reviews, HDL’s performance in the qualifications interview phase impressed the review committee. In particular, HDL’s unique access to relevant economic data and prior experience working on similar projects in other cities set them apart from the other proposers. Further, HDL submitted the lowest cost proposal (see Table 3). In aggregate, HDL’s score of 681 is well above the other proposers.
The cost proposal component was submitted as a separate, sealed document.
The cost proposal was generated by each proposer based on the amount of hours each firm proposed for the three phases of the project. Upon review of HDL’s cost proposal and continued discussions about how similar support programs were developed in other cities, staff urged HDL to commit more resources to the project. As a result, HDL submitted a revised cost proposal that reflects a project workload consistent with staff projections. Table 4 describes the increase in consulting hours and cost. Table 5 provides further detail on the impact of these revisions by classification (Principal, Senior Advisor, and Analyst). Attachment 3 provides a full description of the original and revised cost proposals.
Table 4: Cost Proposal Revised Total Hours & Cost
Project
Phase
Original
Hours
Original Cost Revised
Hours
Revised Cost
Program
Design
236 $38,180 350 $58,400
Program
Management
257 $33,840 267 $36,340
Program
Monitoring
60 $8,240 245 $30,050
Item: 5
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6 Project
Phase
Original
Hours
Original Cost Revised
Hours
Revised Cost
Total 553 $80,260 862 $124,790
Table 5: Revised Cost Proposal Changes to Hourly Rate by Classification Classification Hourly
Rate
Original
Hour
Allocation
Original
Cost
Revised
Hour
Allocation
Revised
Cost
Analyst $100 276 $27,600 454 $45,400
Senior Advisor $180 237 $42,660 323 $58,140
Principal $250 40 $10,000 85 $21,250
Total 553 $80,260 862 $124,790
The three project phases in Table 4 are summarized below.
Program Design – Consultant will perform various outreach actions to stakeholders from each business category (restaurants, hotels, and other impacted industries) to develop a better understanding of their current economic position. From there, consultant will work with staff to develop the technical details of support programs specific to each business category. Once reviewed by the Audit Committee, consultant will present program design proposals to the City Council. All program design proposals will be compliant with applicable Federal and local regulations.
Staff encouraged HDL to significantly increase the resource allocation for this program area based on discussions with staff from other cities that developed similar programs. Staff believe the upfront investment in carefully developing support programs will lead to a more efficient and effective program rollout.
Program Management – Upon City Council approval of economic support programs, consultant will implement and provide continuous oversight of day-to- day program operations. While staff will supervise the progress of the consultant, the consultant will be the primary manager of each program, which will require daily attention until all funds are exhausted. Consultant will provide program marketing, program applicant support, eligibility verification, and execution of various program documents (ie: funding agreements).
Staff encouraged HDL to provide a modest increase in the resource allocation for this project phase to ensure the consulting Principal would remain available if program management challenges arise. While the consulting Principal may not have a highly visible presence, staff wanted to ensure the Principal was Item: 5
31 2
0 0
6 budgeted to provide support to the Senior Advisor and Analyst positions throughout the program management phase.
Program Monitoring – Each support program will be developed with a “compliance first” approach, which will require program applicants to demonstrate their economic need to qualify for funding. The primary purpose of each program will be to help local businesses adjust to the economic disruptions caused by the COVID-19 pandemic. These disruptions include, but are not limited to; employee shortages, supply chain disruptions and shortages, unstable supply pricing, reduced consumer demand, increased compliance costs (mask, physical distancing) etc.), and inflation. Consultant will be tasked with continuously monitoring the compliance of each applicant with the terms of their funding arrangement (ie: funding agreement).
The program monitoring phase was subject to the most significant resource allocation revision. Because the SEIP incorporates a “compliance first” approach, program participants will be required to submit a significant volume of documentation to justify their eligibility and ongoing compliance with the City’s support programs. All program eligibility and expenditure documentation will be subject to the review of the consultant.
After HDL’s cost proposal revision, staff determined the number of consultant hours allocated to this project would be sufficient to fully address the scope of work and complete project deliverables. Consequently, staff deemed the fee proposal submitted by HDL to be reasonable based upon fee proposals received by other firms and costs the City has paid for similar services. Furthermore, even after the upward revision of hours and costs of the HDL proposal, HDL’s total cost remains significantly lower than the other proposers.
Next Steps:
If the proposed Agreement with HDL is approved, HDL would commence work on July 1, 2022. Staff plan to hold a serious of meetings with HDL to establish an implementation timeline. Pursuant to the SEIP RFP and the proposed Agreement with HDL, all economic support programs must obligate funds by December 31, 2024, and fully exhaust funds by December 31, 2026. Initial program design proposals will be presented to an informal ad-hoc committee that includes two members of the Audit Committee and various staff. Final program design proposals will be presented to the City Council for consideration.
As required by the City’s Purchasing Guidelines, staff conducted a reference check of the firm. HDL’s references provided favorable reviews and attested to the firm’s expertise and responsiveness to project needs and expectations (Attachment 4). Specifically, each reference spoke to HDL’s unique familiarity Item: 5
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6 with COVID-19-related economic support programs developed by municipalities throughout California.
Based upon the technical review, interviews, and cost proposal, staff recommends an agreement be awarded to the highest-rated firm, HDL.
Consequently, staff recommends the City Council approve the proposed Agreement with HDL (Attachment 2). The proposed Agreement includes a compensation amount of $124,790 and a three-year term with two optional one- year extensions. Consistent with the Purchasing Guidelines, the Finance Department prepared the Agreement, and the City Attorney's Office reviewed and approved it as to form.
FISCAL IMPACT:
The proposed Agreement with HDL has a compensation amount of $124,790.
The Agreement has a three-year term with two optional one-year extensions.
The proposed budget for Fiscal Year 2022-23 of the 2021-2023 Operating Budget includes sufficient funding to cover the costs of the recommended action.
ATTACHMENTS:
1. February 15, 2022 Minute Excerpt
2. Professional Consultant Services Agreement with HDL
3. HDL Cost Proposal Comparison
4. HDL Reference Check
Initiated By: Sean McGovern, Assistant to the City Manager Submitted By: Keith D. Neves, Assistant City Manager
Approved By: Debra Rose, City Manager
Item: 5
33 ATTACHMENT 1
Item: 5
34 LAKE FOREST CITY COUNCIL MINUTE EXCERPT PREPARED BY THE OFFICE OF THE CITY CLERK OCTOBER 19, 2021
Page No. 1
MINUTE EXCERPT
LAKE FOREST REGULAR CITY COUNCIL MEETING
FEBRUARY 15, 2022
____________________________________________________________
CONSENT CALENDAR: (Item Nos. 3 - 14)
MOTION: It was moved by Council Member Voigts and seconded by Council Member Tettemer to approve Consent Calendar Item Nos. 3-14. The motion was carried by a vote of 5/0.
14. AMERICAN RESCUE PLAN ACT GRANT PLAN IMPLEMENTATION UPDATE
ACTION: 1. The update related to the City’s progress in implementing the American Rescue Act Grant Plan was received and filed.
2. The Spending Categories and Budgets Established by the American Rescue Act Grant Plan were affirmed.
3. The City’s Intent to Accept the $10 Million Standard Allowance Provided by the American Rescue Plan Act Final Rule was affirmed.
Item: 5
35 ATTACHMENT 2
Item: 5
36 (BB&K 2019)
55136.00200\31918793.1 -1-
CITY OF LAKE FOREST
PROFESSIONAL CONSULTANT SERVICES AGREEMENT
1. PARTIES AND DATE.
This Agreement is made and entered into this _____ day of ________, 20___, by and between the City of Lake Forest, a municipal corporation, organized under the laws of the State of California, with its principal place of business at 100 Civic Center Drive, Lake Forest, California, 92630 ("City") and Hinderliter, de Llamas & Associates, a California corporation, with its principal place of business at 120 S State College Blvd, Suite 200, Brea, C A 92821 ("Consultant"). City and Consultant are sometimes indiv idually referred to herein as "Party" and collectively as "Parties."
2. RECITALS.
2.1 Consultant.
Consultant desires to perform and assume responsibility for the provision of certain professional economic program consulting services required by the City on the te rms and conditions set forth in this Agreement. Consultant represents that it is experienced in providing professional economic program consulting services to public clients, is licensed in the State of California, and is familiar with the plans of City.
2.2 Project.
City desires to engage Consultant to render such professional economic program consulting services for the Strategic Economic Investment Project Administration Services project ("Project") as set forth in this Agreement.
3. TERMS.
3.1 Scope of Services and Term.
3.1.1 General Scope of Services. Consultant promises and agrees to furnish to the City all labor, materials, tools, equipment, services, and incidental and customary work necessary to fully and adequately supply the professional economic program consulting services necessary for the Project ("Services"). The Services are more particularly described in Exhibit "A" attached hereto and incorporated herein by reference. All Services shall be subject to, and performed in
accordance with, this Agreement, the exhibits attached hereto and incorporated herein by reference, and all applicable local, state and federal laws, rules and regulations.
3.1.2 Term. The term of this Agreement shall be from July 1, 2022 to June 30, 2025, unless earlier terminated as provided herein. The City shall have the unilateral option, at its sole discretion, to renew this Agreement automatically for no more than two (2) additional one-year terms. Consultant shall complete the Services within the term of this Agreement, and shall meet any other established schedules and deadlines.
Item: 5
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3.2 Responsibilities of Consultant.
3.2.1 Independent Contractor; Control and Payment of Subordinates . The Services shall be performed by Consultant or under its supervision. Consultant will determine the means, meth ods and details of performing the Services subject to the requirements of this Agreement. City retains Consultant on an independent contractor basis and not as an employee.
Consultant retains the right to perform similar or different services for others during the term of this Agreement. Any additional personnel performing the Services under this Agreement on behalf of Consultant shall also not be employees of City and shall at all times be under Consultant's exclusive direction and control. Neither Cit y, nor any of its officials, officers, directors, employees or agents shall have control over the conduct of Consultant or any of Consultant's officers, employees, or agents, except as set forth in this Agreement. Consultant shall pay all wages, salaries, and other amounts due such personnel in connection with their performance of Services under this Agreement and as required by law. Consultant shall be responsible for all reports and obligations respecting such additional personnel, including, but not limited to: social security taxes, income tax withholding, unemployment insurance, disability insurance, and workers' compensation insurance.
3.2.2 Schedule of Services. Consultant shall perform the Services expeditiously, within the term of this Agreement, and in accordance with the Schedule of Services set forth in Exhibit "B" attached hereto and incorporated herein by reference. Consultant represents that it has the professional and technical personnel required to perform the Services in conformance with such conditions. In order to facilitate Consultant's conformance with the Schedule, City shall respond to Consultant's submittals in a timely manner. Upon request of City, Consultant shall provide a more detailed schedule of anticipated performance to meet the Schedule of Services.
3.2.3 Conformance to Applicable Requirements . All work prepared by Consultant shall be subject to the approval of City.
3.2.4 Substitution of Key Personnel . Consultant has represented to City that certain key personnel will perform and coordinate the Services under this Agreement. Should one or more of such personnel become unavailable, Consultant may substitute other personnel of at least equal competence upon written approval of City. In the event that City and Consultant cannot agree as to the substitution of key personnel, City shall be entitled to terminate this Agreement for cause. As discussed below, any personnel who fail or refuse to perform the Services in a manner acceptable to the City, or who are determined by the City to be uncooperative, incompetent, a threat to the adequate or timely completion of the Project or a threat to the safety of persons or property, shall be promptly removed from t he Project by the Consultant at the request of the City. The key personnel for performance of this Agreement are as follows: Barry Foster, Principal.
Item: 5
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3.2.5 City's Representative . The City hereby designates Debra Rose, City Manager, or her designee, to act as its representative in all matters pertaining to the administration and performance of this Agreement ("City's Representative"). City's Representative shall have the power to act on behalf of the City for review and approval of all products submitted by Consultant but not the authority to enlarge the Scope of Work or change the total compensation due to Consultant under this Agreement. The City Manager shall be authorized to act on City's behalf and to execute all necessary documents which enlarge the Scop e of Work or change the Consultant's total compensation subject to the provisions contained in Section 3.3 of this Agreement. Consultant shall not accept direction or orders from any person other than the City Manager, City's Representative or his/her designee.
3.2.6 Consultant's Representative. Consultant hereby designates Barry Foster, Principal, or his designee, to act as its representative for the performance of this Agreement ("Consultant's Representative"). Consultant's Representative shall have full authority to represent and act on behalf of the Consultant for all purposes under this Agreement. The Consultant's Representative shall supervise and direct the Services, using his/her best skill and attention, and shall be responsible for all means, methods, techniques, sequences, and procedures and for the satisfactory coordination of all portions of the Services under this Agreement.
3.2.7 Coordination of Services. Consultant agrees to work closely with City staff in the performance of Services and shall be available to City's staff, consultants and other staff at all reasonable times.
3.2.8 Standard of Care; Performance of Employees. Consultant shall perform all Services under this Agreement in a skillful and competent manner, consistent with the standards generally recognized as being employed by professionals in the same discipline in the State of California. Consultant represents and maintains that it is skilled in the professional calling necessary to perform the Services. Consultant warrants that all employees and subconsultants shall have sufficient skill and experience to perform the Services assigned to them. Finally, Consultant represents that it, its employees and subconsultants have all licenses, permits, qualifications and approvals of whatever nature that are legally required to perform the Services, and that such licenses and approvals shall be maintained throughout the term of this Agreement.
As provided for in the indemnification provisions of this Agreement, Consultant shall perform, at its own cost and expense and without reimbursement from the City, any services necessary to correct errors or omissions which are caused by the Consultant's failure to comply with the standard of care provided for herein. Any employee of the Consultant or its sub-consultants who is determined by the City to be uncooperative, incompetent, a threat to the adequate or timely completion of the Project, a threat to the safety of persons or property, or any employee who fails or refuses to perform the Services in a manner acceptable to the City, shall be promptly removed from the Project by the Consultant and shall not be re -employed to perform any of the Services or to work on the Project.
3.2.9 Laws and Regulations. Consultant shall keep itself fully informed of and in compliance with all local, state and federal laws, rules and regulations in any manner affecting the performance of the Project or the Services, including all Cal/OSHA requirements, and shall give all notices required by law. Consultant shall be liable for all v iolations of such laws and regulations in connection with Services. If Consultant performs any work knowing it to be contrary to such laws, rules and regulations, Consultant shall be solely responsible for all costs arising therefrom. Consultant shall de fend, indemnify and hold City, its officials, directors, officers, employees, agents, and volunteers free and harmless, pursuant to the indemnification provisions Item: 5
39 (BB&K 2019)
55136.00200\31918793.1 -4-
of this Agreement, from any claim or liability arising out of any failure or alleged failure to comply with such laws, rules or regulations.
3.2.10 Safety. Consultant shall execute and maintain its work so as to avoid injury or damage to any person or property. In carrying out its Services, the Consultant shall at all times be in compliance with all applicable local, state and federal laws, rules and regulations, and shall exercise all necessary precautions for the safety of employees appropriate to the nature of the work and the conditions under which the work is to be performed. Safety precautions, w here applicable, shall include, but shall not be limited to: (A) adequate life protection and lifesaving equipment and procedures; (B) instructions in accident prevention for all employees and subconsultants, such as safe walkways, scaffolds, fall protect ion ladders, bridges, gang planks, confined space procedures, trenching and shoring, equipment and other safety devices, equipment and wearing apparel as are necessary or lawfully required to prevent accidents or injuries; and (C) adequate facilities for t he proper inspection and maintenance of all safety measures.
3.2.11 Insurance. Consultant agrees to procure and maintain, at Consultant’s expense all insurance specified in Exhibit “D” attached hereto and by this reference incorporated herein. Consultant shall r equire all subconsultants to carry the same policies and limits of insurance that the Consultant is required to maintain, unless otherwise approved in writing by the City.
3.2.12 Water Quality Management and Compliance.
3.2.12.1 Storm Water Management. Storm, surface, nu isance, or other waters may be encountered at various times during the Services. Consultant hereby acknowledges that it has investigated the risk arising from such waters, and assumes any and all risks and liabilities arising therefrom.
3.2.12.2 Compliance with Wa ter Quality Laws, Ordinances and Regulations. Consultant shall keep itself and all subcontractors, staff, and employees fully informed of and in compliance with all local, state and federal laws, rules and regulations that may impact, or be implicated by the performance of the Services including, without limitation, all applicable provisions of the City’s ordinances regulating water quality and storm water; the Federal Water Pollution Control Act (33 U.S.C. § 1251, et seq.); the California Porter -Cologne Water Quality Control Act (Water Code § 13000 et seq.); and any and all regulations, policies, or permits issued pursuant to any such authority. Consultant must additionally comply with the lawful requirements of the City, and any other municipality, drainage district, or other local agency with jurisdiction over the location where the Services are to be conducted, regulating water quality and storm water discharges.
3.2.12.3 Compliance with DAMP and LIP. In addition to compliance with the laws, ordinances and regulations listed in Section 3.2.12.2 of this Agreement, Consultant must comply with all applicable requirements of the Orange County Drainage Area Management Plan (“DAMP”), the City of Lake Forest Local Implementation Plan (“LIP”) and the applicable Water Quality Management Plan (“WQMP”). The DAMP contains requirements related to design and construction of public projects. Consultant must be familiar the DAMP, and the LIP and comply with the requirements as specified therein.
A copy of the DAMP is available on the internet at:
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https://media.ocgov.com/gov/pw/watersheds/documents/damp/default.asp A copy of the LIP is available on the internet at:
http://www.lakeforestca.gov/depts/pw/water/local_implementation_plan_%28lip%29.asp More information on the applicable WQMP is available on the internet at:
http://www.lakeforestca.gov/depts/pw/water/water_quality_management_plan_(wqmp).asp
3.2.12.4 Standard of Care. Consultant warrants that all employees and subcontractors shall have sufficient skill and experience to perform the work assigned to them without impacting water quality in violation of the laws, regulations and policies described in Sections 3.2.12.2 and 3.2.12.3 of this Agreement. Consultant further warrants that it, its employees and subcontractors have or will receive adequate training, as determined by the City, regarding these requirements as they may relate to the Services.
3.2.12.5 Liability for Non-compliance.
(A) Indemnity: Failure to comply with laws, regulation s, and ordinances listed in Sections 3.2.12.2 and 3.2.12.3 of this Agreement is a violation of federal and state law. Notwithstanding any other indemnity contained in this Agreement, Consultant agrees to indemnify and hold harmless the City, its officials, officers, agents, employees and authorized volunteers from and against any and all claims, demands, losses or liabilities of any kind or nature which the City, its officials, officers, agents, employees and authorized volunteers may sustain or incur for noncompliance with the laws, regulations, and ordinances listed above, arising out of or in connection with the Services, except for liability resulting from the sole established negligence, willful misconduct or active negligence of the City, its official s, officers, agents, employees or authorized volunteers.
(B) Defense: City reserves the right to defend any enforcement action or civil action brought against the City for Consultant’s failure to comply with any applicable water quality law, regulation, or po licy. Consultant hereby agrees to be bound by, and to reimburse the City for the costs associated with, any settlement reached between the City and the relevant enforcement entity.
(C) Damages: City may seek damages from Consultant for delay in completing th e Services caused by Consultant’s failure to comply with the laws, regulations and policies described in Sections 3.2.12.2 and 3.2.12.3 of this Agreement, or any other relevant water quality law, regulation, or policy.
3.3 Fees and Payments.
3.3.1 Compensation. Consultant shall receive compensation, including authorized reimbursements, for all Services rendered under this Agreement at the rates set forth in Exhibit "C" attached hereto and incorporated herein by reference. The total compensation shall not exce ed ONE HUNDRED TWENTY -FOUR THOUSAND SEVEN HUNDRED NINETY DOLLARS ($124,790) without written approval of the City Council or City Manager as applicable.
Extra Work may be authorized, as described below, and if authorized, will be compensated at the rates and manner set forth in this Agreement.
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3.3.2 Payment of Compensation . Consultant shall submit to City a monthly invoice which indicates work completed and hours of Services rendered by Consultant. The invoice shall describe the amount of Services provided sinc e the initial commencement date, or since the start of the subsequent billing periods, as appropriate, through the date of the invoice.
City shall, within 30 days of receiving such invoice, review the invoice and pay all non -disputed and approved charges thereon. If the City disputes any of Consultant's fees, the City shall give written notice to Consultant within thirty (30) days of receipt of an invoice of any disputed fees set forth therein.
3.3.3 Reimbursement for Expenses. Consultant shall not be reimbursed for any expenses unless authorized in writing by City, or included in Exhibit "C" of this Agreement.
3.3.4 Extra Work . At any time during the term of this Agreement, City may request that Consultant perform Extra Work. As used herein, "Extra Work" means any work which is determined by City to be necessary for the proper completion of the Project, but which the Parties did not reasonably anticipate would be necessary at the execution of this Agreement.
Consultant shall not perform, nor be compensated for, Ex tra Work without written authorization from the City.
3.3.5 Rate Increases. In the event that this Agreement is renewed pursuant to Section 3.1.2, the rate set forth in Exhibit “C” may be adjusted each year at the time of renewal as set forth in Exhibit “C.”
3.4 Labor Code Requirements.
3.4.1 Prevailing Wages. Consultant is aware of the requirements of California Labor Code Section 1720, et seq., and 1770, et seq., as well as California Code of Regulations, Title 8, Section 16000, et seq., ("Prevailing Wage Laws"), which require the payment of prevailing wage rates and the performance of other requirements on "public works" and "maintenance" projects. If the Services are being performed as part of an applicable "public works" or "maintenance" project, as defined by the Prevailing Wage Laws, and since the total compensation is $1,000 or more, Consultant agrees to fully comply with such Prevailing Wage Laws. City shall provide Consultant with a copy of the prevailing rates of per diem wages in effect at the commencement of this Agreement. Consultant shall make copies of the prevailing rates of per diem wages for each craft, classification or type of worker needed to exe cute the Services available to interested parties upon request, and shall post copies at the Consultant's principal place of business and at the project site. It is the intent of the parties to effectuate the requirements of sections 1771, 1774, 1775, 177 6, 1777.5, 1813, and 1815 of the Labor Code within this Agreement, and Con sultant shall therefore comply with such Labor Code sections to the fullest extent required by law. Consultant shall defend, indemnify and hold the City, its officials, officers, employees, agents, and volunteers free and harmless from any claim or liability arising out of any failure or alleged failure to comply with the Prevailing Wage Laws.
3.4.2 Registration. If the Services are being performed as part of an applicable “public works” or “maintenance” project, in addition to the foregoing, then pursuant to Labor Code sections 1725.5 and 1771.1, the Consultant and all subconsul tants must be registered with the Department of Industrial Relations (“DIR”). Consultant shall maintain registration for the duration of the project and require the same of any subconsultants. This project may also be subject to compliance monitoring and enforcement by the DIR. It shall be Contractor’s sole responsibility to comply with all applicable registratio n and labor compliance requirements, including the Item: 5
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submission of payroll records directly to the DIR.
3.5 Accounting Records.
3.5.1 Maintenance and Inspection . Consultant shall maintain complete and accurate records with respect to all costs and expenses incurred under this Agreement. All such records shall be clearly identifiable. Consultant shall allow a representative of City during normal business hours to examine, audit, and make transcripts or copies of such records and any other documents created pursuant to this Agreement. Consultant shall allow inspection of all work, data, documents, proceedings, and activities related to the Agreement for a period of three (3) years from the date of final payment under this Agreement.
3.6 General Provisions.
3.6.1 Termination of Agreement.
3.6.1.1 Grounds for Termination . City may, by written notice to Consultant, terminate the whole or any part of this Agreement at any time and without cause by giving written notice to Consultant of such termination, and specifying the effective date the reof, at least seven (7) days before the effective date of such termination. Upon termination, Consultant shall be compensated only for those services which have been adequately rendered to City, and Consultant shall be entitled to no further compensation . Consultant may not terminate this Agreement except for cause.
3.6.1.2 Effect of Termination . If this Agreement is terminated as provided herein, City may require Consultant to provide all finished or unfinished Documents and Data and other information of any kind prepared by Consultant in connection with the performance of Services under this Agreement. Consultant shall be required to provide such document and other information within fifteen (15) days of the request.
3.6.1.3 Additional Services. In the event this Ag reement is terminated in whole or in part as provided herein, City may procure, upon such terms and in such manner as it may determine appropriate, services similar to those terminated.
3.6.1.4 Delivery of Notices. All notices permitted or required under this Agreement shall be given to the respective parties at the following address, or at such other address as the respective parties may provide in writing for this purpose:
Consultant: Hinderliter, de Llamas & Associates
120 S State College Blvd, Suite 200
Brea, CA 92821
ATTN: Barry Foster, Principal
City: City of Lake Forest
100 Civic Center Drive
Lake Forest, CA 92630
ATTN: City Clerk
Such notice shall be deemed made when personally delivered or when mailed, forty -eight (48) hours after deposit in the U.S. Mail, first class postage prepaid and addressed to the party at its Item: 5
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applicable address. Actual notice shall be deemed adequate notice on the date actual notice occurred, regardless of the method of service.
3.6.2 Ownership of Materials and Confidentiality.
3.6.2.1 Documents & Data; Licensing of Intellectual Property . This Agreement creates a non-exclusive and perpetual license for City to copy, use, modify, reuse, or sublicense any and all copyrights, designs, and other intellectual property embodied in plans, specifications, studies, drawings, estimates, and other documents or works of authorship fixed in any tangible medium of expression, including but not limited to, physical drawings or data magnetically or otherwise recorded on computer diskettes, which are prepared or caused to be prepared by Consultant under this Agreement ("Documents & Data"). Consultant shall require all subconsultants to agree in writing that City is granted a non -exclusive and perpetual license for any Documents & Data the subconsultant prepares under this Agreement. Consultant represents and warrants that Consultant has the legal right to license any and all Documents & Data.
Consultant makes no such representation and warranty in regard to Documents & Data which were prepared by design profe ssionals other than Consultant or provided to Consultant by the City. City shall not be limited in any way in its use of the Documents & Data at any time, provided that any such use not within the purposes intended by this Agreement shall be at City's sole risk.
3.6.2.2 Confidentiality. All ideas, memoranda, specifications, plans, procedures, drawings, descriptions, computer program data, input record data, written information, and other Documents & Data either created by or provided to Consultant in connection with the performance of this Agreement shall be held confidential by Consultant. Such materials shall not, without the prior written consent of City, be used by Consultant for any purposes other than the performance of the Services. Nor shall such materia ls be disclosed to any person or entity not connected with the performance of the Services or the Project. Nothing furnished to Consultant which is otherwise known to Consultant or is generally known, or has become known, to the related industry shall be deemed confidential. Consultant shall not use City's name or insignia, photographs of the Project, or any publicity pertaining to the Services or the Project in any magazine, trade paper, newspaper, television or radio production or other similar medium without the prior written consent of City.
3.6.2.3 Confidential Information. The City shall refrain from releasing Consultant’s proprietary information ("Proprietary Information") unless the City's legal counsel determines that the release of the Proprietary Infor mation is required by the California Public Records Act or other applicable state or federal law, or order of a court of competent jurisdiction, in which case the City shall notify Consultant of its intention to release Proprietary Information.
Consultant shall have five (5) working days after receipt of the Release Notice to give City written notice of Consultant's objection to the City's release of Proprietary Information. Consultant shall indemnify, defend and hold harmless the City, and its officers, directors, employees, and agents from and against all liability, loss, cost or expense (including attorney’s fees) arising out of a legal action brought to compel the release of Proprietary Information. City shall not release the Proprietary Information after receipt of the Objection Notice unless either: (1) Consultant fails to fully indemnify, defend (with City's choice of legal counsel), and hold City harmless from any legal action brought to compel such release; and/or (2) a final and non-appealable order by a court of competent jurisdiction requires that City release such information.
3.6.3 Cooperation; Further Acts . The Parties shall fully cooperate with one another, and shall take any additional acts or sign any additional documents as may be necessary, Item: 5
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appropriate or convenient to attain the purposes of this Agreement.
3.6.4 Attorney's Fees. If either party commences an action against the other party, either legal, administrative or otherwise, arising out of or in connection with this Agreement, the prevailing party in such litigation shall be entitled to have and recover from the losing party reasonable attorney's fees and all other costs of such action.
3.6.5 Indemnification.
To the fullest extent permitted by law, Consultant shall defend (with counsel of City’s choosing), indemnify and hold the City, its officials, officers, employees, volunteers and agents free and harmless from any and all claims, demands, causes of action, costs, expenses, liability, loss, damage or injury of any kind, in law or equity, to pro perty or persons, including wrongful death, in any manner arising out of, pertaining to, or incident to any alleged acts, errors or omissions, or willful misconduct of Consultant, its officials, officers, employees, subcontractors, consultants or agents in connection with the performance of the Consultant's Services, the Project or this Agreement, including without limitation the payment of all damages, expert witness fees and attorneys fees and other related costs and expenses. Consultant's obligation to indemnify shall not be restricted to insurance proceeds, if any, received by the Consultant or the City, its officials, officers, employees, agents or volunteers.
If Consultant’s obligation to defend, indemnify, and/or hold harmless arises out of Consultant’s performance as a “design professional ” (as that term is defined under Civil Code section 2782.8), then, and only to the extent required by Civil Code section 2782.8, which is fully incorporated herein, Consultant’s indemnification obligation shall be limited to claims that arise out of, pertain to, or relate to the negligence, recklessness, or willful misconduct of the Consultant, and, upon Consultant obtaining a final adjudication by a court of competent jurisdiction, Consultant’s liability for such claim, including the cost to defend, shall not exceed the Consultant’s proportionate percentage of fault.
3.6.6 Entire Agreement. This Agreement contains the entire Agreement of the parties with respect to the subject matter hereof, and supersedes all pr ior negotiations, understandings or agreements. This Agreement may only be modified by a writing signed by both parties.
3.6.7 Governing Law. This Agreement shall be governed by the laws of the State of California. Venue shall be in Orange County.
3.6.8 Time of Essence. Time is of the essence for each and every provision of this Agreement.
3.6.9 City's Right to Employ Other Consultants . City reserves right to employ other consultants in connection with this Project.
3.6.10 Successors and Assigns . This Agreement shall be bindi ng on the successors and assigns of the parties.
3.6.11 Assignment or Transfer . Consultant shall not assign, hypothecate, or transfer, either directly or by operation of law, this Agreement or any interest herein without the prior written consent of the City. Any attempt to do so shall be null and void, and any assignees, Item: 5
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hypothecates or transferees shall acquire no right or interest by reason of such attempted assignment, hypothecation or transfer.
3.6.12 Construction; References; Captions. Since the Parties or their agents have participated fully in the preparation of this Agreement, the language of this Agreement shall be construed simply, according to its fair meaning, and not strictly for or against any Party. Any term referencing time, days or period for perform ance shall be deemed calendar days and not work days. All references to Consultant include all personnel, employees, agents, and subconsultants of Consultant, except as otherwise specified in this Agreement. All references to City include its elected officials, officers, employees, agents, and volunteers except as otherwise specified in this Agreement. The captions of the various articles and paragraphs are for convenience and ease of reference only, and do not define, limit, augment, or describe the sco pe, content, or intent of this Agreement.
3.6.13 Amendment; Modification. No supplement, modification, or amendment of this Agreement shall be binding unless executed in writing and signed by both Parties.
3.6.14 Waiver. No waiver of any default shall constitute a wai ver of any other default or breach, whether of the same or other covenant or condition. No waiver, benefit, privilege, or service voluntarily given or performed by a Party shall give the other Party any contractual rights by custom, estoppel, or otherwise.
3.6.15 No Third -Party Beneficiaries . There are no intended third party beneficiaries of any right or obligation assumed by the Parties.
3.6.16 Invalidity; Severability. If any portion of this Agreement is declared invalid, illegal, or otherwise unenforceable by a court of competent jurisdiction, the remaining provisions shall continue in full force and effect.
3.6.17 Prohibited Interests. Consultant maintains and warrants that it has not employed nor retained any company or person, other than a bona fide employee working s olely for Consultant, to solicit or secure this Agreement. Further, Consultant warrants that it has not paid nor has it agreed to pay any company or person, other than a bona fide employee working solely for Consultant, any fee, commission, percentage, brokerage fee, gift or other consideration contingent upon or resulting from the award or making of this Agreement. For breach or violation of this warranty, City shall have the right to rescind this Agreement without liability. For the term of this Agreement, no member, officer or employee of City, during the term of his or her service with City, shall have any direct interest in this Agreement, or obtain any present or anticipated material benefit arising therefrom.
3.6.18 Equal Opportunity Employment. Consultant represents that it is an equal opportunity employer and it shall not discriminate against any subconsultant, employee or applicant for employment because of race, religion, color, national origin, handicap, ancestry, sex or age. Such non -discrimination shall include, but not be limited to, all activities related to initial employment, upgrading, demotion, transfer, recruitment or recruitment advertising, layoff or termination. Consultant shall also comply with all relevant provisions of City's Minority Business Enterprise program, Affirmative Action Plan or other related programs or guidelines currently in effect or hereinafter enacted.
3.6.19 Labor Certification. By its signature hereunder, Consultant certifies that it Item: 5
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Exhibit “A”-1
EXHIBIT "A"
SCOPE OF SERVICES
Contractor is required to design, manage, and monitor for compliance programs that meet the purpose of the Strategic Economic Investment Project’s (“SEIP’s”) three (3) spending areas (Hotel Recovery & Assistance Program, Lake Forest Restaurant Recovery Program, and Other Impacted Industry Assistance). Designed programs must assist businesses within these categories recover and/or mitigate negative economic impacts related to COVID-19. Programs may also be designed to help businesses within these three categories to mitigate the impact of future pandemics.
Category Description SEIP Budget
Hotel Recovery
& Assistance
Program
Funding to offset the negative economic impacts of COVID- 19 for the City’s thirteen (13) hotel establishments.
$2,500,000
Lake Forest
Restaurant
Recovery
Program
Funding to offset the negative economic impacts of COVID- 19 for the City’s restaurants. The City has over two hundred (200+) restaurants.
$3,803,350
Other Impacted
Industry
Assistance
Funding to offset the negative economic impacts of COVID- 19 for the City’s commercial shopping centers and other businesses. The City has various commercial shopping
centers that have experienced tenant vacancies, tenant
delinquencies, and other economic harm related to COVID-
19. $2,000,000
Total $8,303,350
A. Program Design
1. Thoroughly research the actions taken by the Lake Forest City Council and staff related to the Ciy’s response to COVID-19. This includes responses funded by CARES and ARPA funding. Consultant is encouraged to review various COVID-19-response-related staff reports and presentations provided to the City Council and the Audit Committee.
2. Provide direct outreach to stakeholders in each program category. Collect testimony, records, and other information necessary to assess the extent of financial need for each category. Compare the financial need, as measured by stakeholder interaction, of stakeholders in each category with the budget amounts described in the SEIP and this RFP. Recommend categorical funding adjustments as needed.
3. Based on an in-depth, effective, quantitative, and qualitative assessment of industry and categorical needs, construct grant or other assistance programs for each funding category.
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Exhibit “A”-2
i.Programs will comply with all aspects of Federal and California law as applicable. Programs must also comply with the requirements set forth for each program designed by the consultant and approved by the City of Lake Forest.
ii.Programs must result in the efficient distribution of SEIP funds to local businesses and organizations that have demonstrated a need to receive funding through grant applications or other SEIP funding request systems. Such compliance is based on language and verifiable requirements of each program as approved by the City of Lake Forest.
ii.Programs are to be designed in a manner which ensures the most effective and immediate distribution of funding where necessary, and such use of funding should also provide for at least one alternate contingency option should the program fail to distribute funds by the obligation deadlines described in this RFP. iv.All programs and contingency options should be designed in such a way that ensures funding will be obligated prior to the December 31, 2024 deadline and expended by December 31, 2026.
4. Present draft program designs for each business category to City staff for comment and suggestion. Work with City staff to adjust program parameters to comport to City processes and facilitate streamlined compliance.
5. The City Council will provide high-level advisement for the creation of programs. Program outlines will need to be presented to the City Council for policy direction. Presentations to the City’s Audit Committee or other informal working groups may also be required.
A. Program Management
1. Implement application systems for all programs. Application systems must accommodate electronic/paperless submission.
2. Plan, coordinate, and produce a detailed pre-launch checklist prior to application period for each program to limit errors in program application process.
3. Provide marketing, outreach, and stakeholder engagement to advertise program offerings based on target demographics and areas of focus for each program.
4. Provide on-call customer support to prospective and active program applicants. Customer support must be provided through e-mail and telephone communication.
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Exhibit “A”-3
5. Provide on-site customer support at the Lake Forest City Hall as needed.
The City of Lake Forest will provide up to two workstations to consultant with a live telephone line, internet access, and paper filing space.
6. Collect, receive, review, verify for compliance, and qualify all applications received in response to the launch of each funding program. Ensure that application verification and ongoing monitoring comply with program requirements approved by the City of Lake Forest.
7. Facilitate the receipt and execution of grant agreements and/or other documents that memorialize finalized funding arrangements by and between the City and successful program applicants.
8. Provide follow-up support for documentation and data needs during the City’s regular audit proceedings to ensure access to necessary items and reports. Provide situational context and information if called upon during audit or other financial compliance proceedings.
A. Program Monitoring
1. Cross reference all program material with program requirements approved by the City of Lake Forest and appointed City legal counsel to ensure legal compliance regarding the use and implementation of funds.
2. Update City staff on the impact of any forthcoming regulations or laws that may impact the creation or operation of the SEIP-funded programs.
3. Investigate issues of a non-compliance and work with staff to determine recourse and/or options for corrective action.
4. Consultant must ensure any publication produced with funds from this award displays the following language: "This project [is being] [was] supported, in whole or in part, by the Lake Forest Strategic Economic Investment Project.”
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Exhibit “B”-1
EXHIBIT "B"
SCHEDULE OF SERVICES
Consultant shall perform the work as described in the above referenced Exhibit “A” Scope of Services at the direction of the City.
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Exhibit “C”-1
EXHIBIT "C"
COMPENSATION
Consultant shall be paid for services rendered in accordance with Section 3.3. of the Agreement and as described above in Exhibit “A” Scope of Services and the not to exceed fee of one hundred twenty-four thousand seven hundred ninety dollars ($124,790) billed on a time and materials basis utilizing the following rates.
Consultant shall be paid a not to exceed amount of $124,790 based on the following phases of work:
Project Phase Budget
Program Design $58,400
Program Management $36,340
Program Monitoring $30,050
All work will be billed based on actual hours for the following consultant classifications:
Classification Hourly Rate
Analyst $100
Senior Advisor $180
Principal $250
In the event that this Agreement is renewed pursuant to Section 3.1.2, the rates set forth above may be increased or reduced each year at the time of renewal, but any increase shall not exceed the Consumer Price Index, All Urban Consumers, Los Angeles-Riverside-Orange Counties.
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Exhibit “D”-1
EXHIBIT “D”
INSURANCE REQUIREMENTS
3.2.11 Insurance.
3.2.11.1 Time for Compliance . Consultant shall not commence work under this Agreement until it has provided evidence satisfactory to the City that it has secured all insurance required under this section. In addition, Consultant shall not allow any subconsultant to commence work on any subcontract until it has provided evidence satisfactory to the City that the subconsultant has secured all insurance required under this section.
3.2.11.2 Types of Insurance Required . As a condition precedent to the effectiveness of this Agreement for work to be performed hereunder, and without limiting the indemnity provisions of the Agr eement, the Consultant, in partial performance of its obligations under such Agreement, shall procure and maintain in full force and effect during the term of the Agreement the following policies of insurance. If the existing policies do not meet the insu rance requirements set forth herein, Consultant agrees to amend, supplement or endorse the policies to do so.
(A) Commercial General Liability: Commercial General Liability Insurance which affords coverage at least as broad as Insurance Services Office "occur rence" form CG 0001, or the exact equivalent, with limits of not less than $1,000,000 per occurrence and no less than $2,000,000 in the general aggregate. Defense costs shall be paid in addition to the limits. The policy shall contain no endorsements or provisions (1) limiting coverage for contractual liability; (2) excluding coverage for claims or suits by one insured against another (cross-liability); or (3) containing any other exclusion(s) contrary to the terms or purposes of this Agreement. (B) Automobile Liability Insurance: Automobile Liability Insurance with coverage at least as broad as Insurance Services Office Form CA 0001 covering "Any Auto" (Symbol 1), or the exact equivalent, covering bodily injury and property damage for all activities with limits of not less than $1,000,000 combined limit for each occurrence. (C) Workers' Compensation: Workers' Compensation
Insurance, as required by the State of California and Employer's Liability Insurance with a limit of not less than $1,000,000 per accident for bodily injury and disease. (D) Professional Liability (Errors & Omissions): Professional Liability insurance or Errors & Omissions insurance appropriate to Consultant’s profession with limits of not less than $1,000,000. Covered professional services shal l specifically include all work to be performed under the Agreement and delete any exclusions that may potentially affect the work to be performed (for example, any exclusions relating to lead, asbestos, pollution, testing, underground storage tanks, laboratory analysis, soil work, etc.). If coverage is written on a claims-made basis, the retroactive date shall precede the effective date of the initial Agreement and continuous coverage will be maintained or an extended reporting period will be exercised for a period of at least three (3) years from termination or expiration of this Agreement.
3.2.11.3 Insurance Endorsements . Required insurance policies shall contain the following provisions, or Consultant shall provide endorsements on forms approved by the City to add the following provisions to the insurance policies:
(A) Commercial General Liability:
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Exhibit “D”-2
(1) Additional Insured: The City, its officials, officers, employees, agents, and volunteers shall be additional insureds with regard to liability and defense of suits or claims arising out of the performance of the Agreement.
Additional Insured Endorsements shall not (1) be
restricted to "ongoing operations"; (2) exclude "contractual liability"; (3) restrict coverage to "sole" liability of Consultant; or (4) contain any other exclusions contrary to the terms or purposes of this Agreement. For all policies of Commercial General Liability insurance, Consultant shall provide endorsements in the form of ISO CG 20 10 10 01 and 20 37 10 01 (or endorsements providing the exact same coverage) to effectuate this requirement. (2) Cancellation: Required insurance policies shall not be canceled or the coverage reduced until a thirty (30) day written notice of cancellation has been served upon the City except ten (10) days shall be allowed for non-payment of premium. (B) Automobile Liability:
(C) Cancellation: Required insurance policies shall not be canceled or the coverage reduced until a thirty (30) day written notice of cancellation has been served upon the City except ten (10) days shall be allowed for non-payment of premium.
3.2.11.4 Professional Liability (Errors & Omissions):
(A) Cancellation: Required insurance policies shall not be canceled or the coverage reduced until a thirty (30) day written notice of cancellation has been served upon the City except ten (10) days shall be allowed for non-payment of premium. (B) Contractual Liability Exclusion Deleted: This insurance shall include contractual liability applicable to this Agreement. The policy must “pay on behalf of” the insured and include a provision establishing the insurer’s duty to defend.
3.2.11.5 Workers' Compensation:
(A) Cancellation: Required insurance policies shall not be canceled or the coverage reduced until a thirty (30) day written notice of cancellation has been served upon the City except ten (10) days shall be allowed for non-payment of premium. (B) Waiver of Subrogation: A waiver of subrogation stating that the insurer waives all rights of subrogation against the City, its officials, officers, employees, agents, and volunteers.
3.2.11.6 Primary and Non -Contributing Insurance . All policies of Commercial General Liability and Automobile Liability insurance shall be primary and any other insurance, deductible, or self-insurance maintained by the City, its officials, officers, employees, agents, or volunteers shall not contribute with this primary insurance. Policies shall contain or be endorsed to contain such provisions.
3.2.11.7 Waiver of Subrogation . All policies of Commercial General Liability and Automobile Liability insurance shall contain or be endorsed to wai ve subrogation against the City, its officials, officers, employees, agents, and volunteers or shall specifically allow Consultant or others providing insurance evidence in compliance with these specifications to Item: 5
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Exhibit “D”-3
waive their right of recovery prior to a lo ss. Consultant hereby waives its own right of recovery against the City, its officials, officers, employees, agents, and volunteers, and shall require similar written express waivers and insurance clauses from each of its subconsultants.
3.2.11.8 Deductibles and Self-Insured Retentions. Any deductible or self- insured retention must be approved in writing by the City and shall protect the City, its officials, officers, employees, agents, and volunteers in the same manner and to the same extent as they would have been protected had the policy or policies not contained a deductible or self -insured retention.
3.2.11.9 Evidence of Insurance . The Consultant, concurrently with the execution of the Agreement, and as a condition precedent to the effectiveness thereof, shall deliver either certified copies of the required policies, or original certificates on forms approved by the City, together with all endorsements affecting each policy. Required insurance policies shall not be in compliance if they include any limiting provision o r endorsement that has not been submitted to the City for approval. The certificates and endorsements for each insurance policy shall be signed by a person authorized by that insurer to bind coverage on its behalf. At least fifteen (15 days) prior to the expiration of any such policy, evidence of insurance showing that such insurance coverage has been renewed or extended shall be filed with the City. If such coverage is cancelled or reduced and not replaced immediately so as to avoid a lapse in the required coverage, Consultant shall, within ten (10) days after receipt of written notice of such cancellation or reduction of coverage, file with the City evidence of insurance showing that the required insurance has been reinstated or has been provided through another insurance company or companies.
3.2.11.10 Failure to Maintain Coverage . In the event any policy of insurance required under this Agreement does not comply with these specifications or is canceled and not replaced immediately so as to avoid a lapse in the required coverage, City has the right but not the duty to obtain the insurance it deems necessary and any premium paid by City will be promptly reimbursed by Consultant or City will withhold amounts sufficient to pay premium from Consultant payments. In the alternative, City may cancel this Agreement effective upon notice.
3.2.11.11 Acceptability of Insurers . Each such policy shall be from a company or companies with a current A.M. Best's rating of no less than A:VII and authorized to transact business of insurance in the State of California, or otherwise allowed to place insurance through surplus line brokers under applicable provisions of the California Insurance Code or any federal law.
3.2.11.12 Enforcement of Agreement Provisions (non estoppel) .
Consultant acknowledges and agrees that actual or alleged failure on the part of the City to inform Consultant of non-compliance with any requirement imposes no additional obligation on the City nor does it waive any rights hereunder.
3.2.11.13 Requirements Not Limiting . Requirement of spe cific coverage or minimum limits contained in this Appendix are not intended as a limitation on coverage, limits, or other requirement, or a waiver of any coverage normally provided by any insurance.
3.2.11.14 Insurance for Subconsultants . Consultant shall include all subconsultants engaged in any work for Consultant relating to this Agreement as additional insureds under the Consultant's policies, or the Consultant shall be responsible for causing Item: 5
55 (BB&K 2019)
55136.00200\31918793.1
Exhibit “D”-4
subconsultants to purchase the appropriate insurance in compliance w ith the terms of these Insurance Requirements, including adding the City, its officials, officers, employees, agents, and volunteers as additional insureds to the subconsultant's policies. All policies of Commercial General Liability insurance provided by Consultant’s subconsultants performing work relating to this Agreement shall be endorsed to name the City, its officials, officers, employees, agents and volunteers as additional insureds using endorsement form ISO CG 20 38 04 13 or an endorsement providing equivalent coverage. Consultant shall not allow any subconsultant to commence work on any subcontract relating to this Agreement until it has received satisfactory evidence of subconsultant’s compliance with all insurance requirements under this Agreement, to the extent applicable. The Consultant shall provide satisfactory evidence of compliance with this section upon request of the City.
Item: 5
56 ATTACHMENT 3
Item: 5
57 ORIGINAL COST PROPOSAL
HDL Principal Hours Principal Rate Principal Cost
Sr. Advisor
Hours
Sr. Advisor
Rate
Sr. Advisor
Cost Analyst Hours Analyst Rate
Analyst
Cost
Total
Hours Total Fee
A. Program Design 30 $250.00 $7,500.00 126 $180.00 $22,680.00 80 $100.00 $8,000.00 236 $38,180.00 B. Program Management 10 $250.00 $2,500.00 83 $180.00 $14,940.00 164 $100.00 $16,400.00 257 $33,840.00 C. Program Compliance 0 $250.00 $0.00 28 $180.00 $5,040.00 32 $100.00 $3,200.00 60 $8,240.00 40 $250.00 $10,000.00 237 $180.00 $42,660.00 276 $100.00 $27,600.00 553 $80,260.00
REVISED COST PROPOSAL
HDL Principal Hours Principal Rate Principal Cost
Sr. Advisor
Hours
Sr. Advisor
Rate
Sr. Advisor
Cost Analyst Hours Analyst Rate
Analyst
Cost
Total
Hours Total Fee
A. Program Design 60 $250.00 $15,000.00 180 $180.00 $32,400.00 110 $100.00 $11,000.00 350 $58,400.00 B. Program Management 20 $250.00 $5,000.00 83 $180.00 $14,940.00 164 $100.00 $16,400.00 267 $36,340.00 C. Program Compliance 5 $250.00 $1,250.00 60 $180.00 $10,800.00 180 $100.00 $18,000.00 245 $30,050.00 85 $250.00 $21,250.00 323 $180.00 $58,140.00 454 $100.00 $45,400.00 862 $124,790.00 Item: 5
58 ATTACHMENT 4
Item: 5
59 Contact Contact 1 Contact 2 Contact 3 Contact 4
Agency City of Hawthorne City of El Monte
City of San
Leandro City of Lafayette
Contact Info
Von Norrice, City
Manager
Bruce Foltz,
Finance Director
Katie Bowman,
Economic
Development
Manager (contact
with staff
subordinate)
Niroop Srivatsa,
City Manager
Questions Respons
e Response Response
1. What were the services
performed?
Sales tax
evaluation and
ARPA consulting
ARPA ($42 million)
consulting
ARPA consulting,
ARPA program
development ARPA consulting
2. How would you rate the
quality of work? (1-10, 10
being best) 9.5/10 10/10 7-9/10 7/10
3. Did the firm meet all
deadlines? (Yes/No) Yes Yes Yes Yes
4. Was day-to-day
communication with the
firm satisfactory? (Yes/No) Yes Yes Yes Yes
5. Were there any issues
with the firm? (Yes/No) (If
No, please explain) No No No No
6. Do you have any
additional comments or
information regarding your
experience with the firm?
Great company,
well rounded
HDL works well
with the City
Council
Good technical
knowledge of
COVID-19 support
programs.
Experience
throughout the
State
Gave 7/10
because we're
still early on in
the process.
Community gift
card program is
successful by
time consuming.
Date: 6/2/2022
City of Lake Fores
t
City Manager's Office
HdL SEIP Services Reference Check
Item: 5
60 CITY COUNCIL AGENDA REPORT
MEETING DATE: 6/21/2022
DEPARTMENT: Management Services
SUBJECT:
CONTRACT AWARD FOR SPECIAL EVENT JANITORIAL SERVICES AT THE
COMMUNITY CENTER, PERFORMING ARTS CENTER, AND THE
CLUBHOUSE
RECOMMENDED ACTION(S):
1. Award an Agreement to Crown Facility Solutions with a compensation amount of $210,000 for special event janitorial maintenance services at the Community Center, Performing Arts Center, and The Clubhouse.
2. Authorize the Mayor to sign, and the City Clerk attest, the Professional Services Agreement with Crown Facility Solutions, substantially in the form attached.
EXECUTIVE SUMMARY:
The City currently contracts with Kidder Mathews for a variety of building maintenance services at the Civic Center Campus (“Campus”). The scope of the Kidder Mathews contract (“Kidder contract”) includes daily janitorial services, including services for special events held within the Community Center, The Clubhouse, and the Performing Arts Center. The Campus opened in December 2019. To date, the Public Works Department has overseen Campus maintenance and janitorial services. Due to the COVID-19 pandemic in March 2020, the Community Center, The Clubhouse, and Performing Arts Center were closed and therefore did not require special event janitorial services.
Since re-opening in July 2021, the facilities have been reserved for a variety of rentals which require additional cleaning services. The Kidder contract is set to expire on June 30, 2022. At this June 21, 2022 City Council meeting, Public Works is proposing to extend the Kidder contract, but eliminate the janitorial component and procure janitorial services directly. The Public Works Department and Community Services Division have determined that procuring two separate contracts; one contract for general janitorial services to be managed by Public Works and one contract for special event janitorial services to be managed by Community Services; would be the most effective approach to ensure cleanliness at the Campus. Separate contracts help maintain clear lines Item: 6
61 2
0 0
3 of communication with the selected vendor. Therefore, the Community Services Division solicited proposals for a new janitorial contract, exclusive to the Community Center, Performing Arts Center, and The Clubhouse for special events and rentals. Based on the process, staff recommends awarding a three- year Agreement for Maintenance Services (“Agreement”) with Crown Facility Solutions with a total compensation amount of $210,000. In addition to the standard three-year term, the Agreement includes two optional one-year extensions. The proposed budget for Fiscal Year 2022-23 of the 2021-2023 Operating Budget includes sufficient funding to cover the costs of the recommended action.
BACKGROUND:
The Civic Center, which consists of City Hall, the Community Center, Performing Arts Center and The Clubhouse, opened in December 2019. With these facilities, the Campus was dubbed the community’s “100-year home” due to the many opportunities to either host or take part in events on site. However, due to COVID-19, rentals were not able to take place until July, 2021. Since then, the City has hosted 265 special events at the Civic Center. These vary from work events and weddings to theatrical performances.
Janitorial services for rentals at the Civic Center have been provided as part of the Kidder contract. Kidder Matthews subcontracts Allied Universal Janitorial to provide these services, which also provides day and night-time janitorial services to all Civic Center buildings. The Kidder contract is set to expire on June 30, 2022. In analyzing the current arrangement with Kidder Matthews, staff determined it was best to remove janitorial services from the Kidder Matthews contract. Based on the experience of the Kidder contract, staff have determined that procuring two separate contracts; one contract for general janitorial services to be managed by Public Works and one contract for special event janitorial services to be managed by Community Services; would be the most effective approach to ensure cleanliness at the Campus. Staff will recommend the Kidder contract be extended at the June 21, 2022, City Council meeting, but modify the scope to remove janitorial services as a function of the agreement. The Community Services Division requires a high volume of sporadic cleaning services based on facility rentals, whereas the Public Works Department requires a consistent and ordinary cleaning service.
In response to the proposed removal of the janitorial component of the Kidder contract and the desire to secure a janitorial contract to match the needs of Community Services, staff issued a Request for Proposals (“RFP”) for Special Event Janitorial Services on March 2022. The issuance of this RFP was authorized by the City Manager.
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3 DISCUSSION:
The City Manager authorized staff to solicit a Request for Proposals (“RFP”) for Special Event Janitorial Services on March 30, 2022. Pursuant to the Purchasing and Contracting Guidelines (“Purchasing Guidelines”), staff posted the draft scope of work on the City’s website on February 28, 2022 for a period of seven (7) days. No comments were received. Staff posted the RFP on PlanetBids, the City’s electronic procurement management system, on March 30, 2022.
Six proposals were received in response to the RFP for Special Event Janitorial services from the following firms:
1. Allied Universal Janitorial Services, Santa Ana, CA
2. Coastal Building Services, Inc., Anaheim, CA
3. Crown Facility Solutions, Santa Ana, CA
4. Innovative Cleaning Services, Irvine, CA
5. J & S Building Maintenance, Inc., City of Commerce, CA
6. JYB Solutions, Laguna Hills, CA
Pursuant to the City’s Purchasing Guidelines, staff assembled a Selection Committee approved by the City Manager to review the proposals and participate in the interview phase of the selection process. The Selection Committee consisted of the following staff:
Deputy City Manager
Recreation Manager
Communications and Marketing Manager
Facilities Supervisor
The review process was comprised of three phases: the Technical Review of written proposals, the Qualifications Interview Phase, and the cost proposal evaluation. A firm must receive an average of 37 points (70%), or higher, in the Technical Review phase to move on to the Qualifications Interview phase. Three firms received the minimum scoring from the combined reviews of the technical proposals and the City invited these three firms to the interview phase of the selection process to discuss their respective approach to requested services.
Interviews were held on May 10, 2022. The results of the technical review and the interview phases are summarized in Table 1.
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3 Table 1: Special Event Janitorial Services
Technical
Review
Technical
Review
Subtotal
Qualifications
Interview
Rater: Rater:
Interview
Subtotal Pricing
Firm 1 2 3 4 1 2 3 4
Points
x 4 Total
Allied
Universal
Janitorial
Services 40 43 37 40 160 82 84 70 82 318 156 634
Coastal
Building
Services,
Inc. 31 32 36 22 121 N/A N/A N/A N/A N/A N/A N/A
Crown
Facility
Solutions 35 40 37 40 152 84 85 79 86 334 160 646
Innovative
Cleaning
Services 31 40 38 37 146 86 75 78 87 326 72 544
J & S
Building
Maintenance
Inc. 29 36 30 23 118 N/A N/A N/A N/A N/A N/A N/A
JYB
Solutions 30 38 36 22 126 N/A N/A N/A N/A N/A N/A N/A
Following the Qualifications Interviews and subsequent scoring by the Selection Committee, the Contract Administrator reviewed the cost proposals. The cost proposals are shown in the Table 2.
Table 2: Vendor Cost Proposals (Costs are shown per cleaning) Location
Allied Universal
Janitorial Services
Crown Facility
Solutions
Innovative Cleaning
Services
Community Center
1 Banquet Room $ 175.00 $ 182.00 $ 492.28 2 Banquet Rooms $ 300.00 $ 312.00 $ 953.00 3 Banquet Rooms $ 475.00 $ 468.00 $ 1,429.50 Catering Kitchen $ 85.00 $ 88.70 $ 139.66 Courtyard w/ Fireplace $ 250.00 $ 272.40 $ 471.06 Men's/Women's
Restroom $ 80.00 $ 186.49 $ 115.58 Clubhouse Senior
Center
1 Multipurpose Room $ 150.00 $ 140.00 $ 391.52 Item: 6
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3 Location
Allied Universal
Janitorial Services
Crown Facility
Solutions
Innovative Cleaning
Services
2 Multipurpose Rooms $ 275.00 $ 240.00 $ 755.88 Catering Kitchen $ 85.00 $ 110.20 $ 143.69 Patio w/BBW and
Lounge area $ 250.00 $ 104.88 $ 214.41 Men's/Women's
Restroom $ 80.00 $ 170.00 $ 98.79 Performing Arts
Center
Stage $ 45.00 $ 105.70 $ 129.39 Theatre seating area $ 175.00 $ 179.83 $ 645.25 Lobby Area/Hallway $ 150.00 $ 35.00 $ 68.79 Dressing Room $ 75.00 $ 28.77 $ 63.45 Box Office $ 25.00 $ 8.61 $ 26.77 Mezzanine $ 55.00 $ 31.50 $ 65.79 Men's/Women's
Restroom $ 200.00 $ 170.00 $ 137.57 TOTAL $ 2,930.00 $ 2,834.08 $ 6,342.38 Including the cost proposal component, Crown Facility Solutions received the highest overall score of 646, compared to 634 for Allied Universal Janitorial Services and 544 for Innovative Cleaning Services.
Throughout the RFP process, Crown Facility Solutions demonstrated an excellent understanding of the City’s needs. Crown Facility Solutions presented a management plan with checklists and effective communication protocols. Staff conducted reference checks for Crown Facility Solutions, all of which highly recommended the firm (Attachment 1). As a result, the Selection Committee concluded that Crown Facility Solutions as the “most qualified” contractor to provide special event janitorial services. Moreover, Crown Facility Solutions has been the janitorial services provider for the Lake Forest Sports Park and Recreation Center since June of 2019 and staff has been very happy with their work product and reliability.
The proposed compensation amount of $210,000 for the three-year Agreement is based on staff’s estimate of rental frequency pursuant to current rental trends per facility. It should also be noted that per the updated Master Fee Schedule the City Council is also considering for adoption at tonight’s meeting, costs associated with special event/rental janitorial services are being fully passed on to the user group. Previously, a flat fee of $125 was charged, regardless of the cost to the City from the janitorial company.
Staff recommends City Council award the Agreement with Crown Facility Solutions for special event janitorial services with a total compensation amount of Item: 6
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3 $210,000. The term of the Agreement is for three years with two optional one- year extensions. The Agreement has been prepared by the Finance Department and reviewed by the City Attorney and approved as to form (Attachment 2).
FISCAL IMPACT:
The recommended action will result in an Agreement with Crown Facility Solutions, for a total compensation amount of $210,000, over a three-year term.
The proposed Agreement includes two optional one-year extensions. Funding for the Agreement would be provided by fees collected pursuant to the City’s User Fee schedule.
ATTACHMENTS:
1. Reference Checks
2. Agreement for Maintenance Services with Crown Facility Solutions Initiated By: Laura Lisack, Recreation Manager
Submitted By: Brett Channing, Deputy City Manager
Approved By: Debra Rose, City Manager
Item: 6
66 Attachment 1
Item: 6
67 REFERENCE CHECKS ~ Special Event Janitorial Service
Contact Information: Reference 1 Reference 2 Reference 3 Agency
South Orange County
Wastewater Authority Primester Development, LLC Runyon Group Contact
Jeanette Cotinola,
CPCM Marie Galindo Carolina McGilvra
Did you find the company to be: (Y=Yes; S=Somewhat; N=No; N/A= Not Applicable) Responsive? Yes Yes Yes
Cost Effective? Yes Yes Yes
Thorough? Yes Yes Yes
Did the company Meet or Exceed
Agency Expectations?
Yes, Exceeds
Expectations Yes, Meets Expectations Yes, Meets Expectations
Overall Satisfaction:
Would the Agency Hire the Company
Again? Yes Yes Yes
Additional Comments:
Highly recommend
Crown and their team.
Very happy with their service
provided for over 4 years.
No Additional
Comments.
Item: 6
68 Attachment 2
Item: 6
69 (BB&K 2019)
55136.00200\31919334.1
-1-
CITY OF LAKE FOREST
AGREEMENT FOR MAINTENANCE SERVICES
1. PARTIES AND DATE.
This Agreement is made and entered into this ____ day of _______________, 20___, by and between the City of Lake Forest, a municipal corporation, organized under the laws of the State of California, located at 100 Civic Center Drive, Lake Forest 92630 (“Ci ty”) and Crown Facility Solutions, a California corporation, with its principal place of business at 3617 West MacArthur Boulevard, Suite 504, Santa Ana, California 92704 (“Contractor”). City and Contractor are sometimes individually referred to herein as “Party” and collectively as “Parties.”
2. RECITALS.
2.1 Contractor.
Contractor desires to perform and assume responsibility for the provision of certain custodial and janitorial maintenance services required by the City which shall be performance in accordance w ith the terms and conditions set forth in this Agreement and all plans, specifications and other contract documents attached to or incorporated into this Agreement .
Contractor represents that it is experienced in providing custodial and janitorial maintenance services to public clients, that it and its employees or subcontractors have all necessary licenses and permits to perform the Services in the State of California, and that it is familiar with the plans of City.
2.2 Project.
City desires to engage Contrac tor to render such services for the Special Event Custodial and Janitorial Services project (“Project”) as set forth in this Agreement.
3. TERMS.
3.1 Scope of Services and Term.
3.1.1 General Scope of Services. Contractor promises and agrees to furnish to the City all labor, materials, tools, equipment, services, and incidental and customary work necessary to fully and adequately supply the custodial and janitorial maintenance services necessary for the Project (“Services”). The Services are more particularly describ ed in Exhibit “A” attached hereto and incorporated herein by reference. All Services shall be subject to, and performed in accordance with, this Agreement, the exhibits attached hereto and incorporated herein by reference, and all applicable local, state and federal laws, rules and regulations.
3.1.2 Term. The term of this Agreement shall be from July 1, 2022 to June 30, 2025, unless earlier terminated as provided herein . The City shall have the unilateral option, at its sole discretion, to renew this Agreem ent annually for no more than two (2) additional one- year terms. Contractor shall complete the Services within the term of this Agreement, and shall meet any other established schedules and deadlines.
Item: 6
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3.2 Responsibilities of Contractor.
3.2.1 Independent Contractor; Control and Payment of Subordinates . The Services shall be performed by Contractor or under its supervision. Contractor will determine the means, methods and details of performing the Services subject to the requirements of this Agreement. City retains Contractor on an independent contractor basis and not as an employee. Contractor retains the right to perform similar or different services for others during the term of this Agreement. Any additional personnel performing the Services under this Agreement on behalf of Contractor shall also not be employees of City and shall at all times be under Contractor’s exclusive direction and control. Neither City, or any of its officials, officers, directors, employees or agents shall have control over the conduc t of Contractor or any of Contractor’s officers, employees or agents, except as set forth in this Agreement. Contractor shall pay all wages, salaries, and other amounts due such personnel in connection with their performance of Services under this Agreemen t and as required by law. Contractor shall be responsible for all reports and obligations respecting such additional personnel, including, but not limited to: social security taxes, income tax withholding, unemployment insurance, disability insurance, and workers’ compensation insurance.
3.2.2 Schedule of Services . Contractor shall per form the Services expeditiously, within the term of this Agreement, and in accordance with the Schedule of Services set forth in Exhibit “B” attached hereto and incorporated herein by reference.
Contractor represents that it has the professional and technical personnel required to perform the Services in conformance with such conditions. In order to facilitate Contractor’s conformance with the Schedule, City shall respond to Contractor’s submittals in a timely manner. Upon request of City, Contractor shall provide a more detailed schedule of anticipated performance to meet the Schedule of Services.
3.2.3 Conformance to Applicable Requirements . All work prepared by Contractor shall be subject to the approval of City.
3.2.4 City’s Representative . The City hereby designates Brett Channing, Deputy City Manager, or his designee, to act as its representative in all matters pertaining to the administration and performance of this Agreement (“City’s Representative”). City’s Representative shall have the power to act on behalf of the City for review and approval of all products submitted by Contractor but not the authority to enlarge the Scope of Work or change the total compensation due to C ontractor under this Agreement. The City’s City Manager shall be authorized to act on City’s behalf and to execute all necessary documents which enlarge the Scope of Work or change the Contractor’s total compensation, subject to the provisions contained in Section 3.3 of this Agreement. Contractor shall not accept direction or orders from any person other than the City Manager, City’s Representative or his/her designee.
3.2.5 Contractor’s Representative . Contractor hereby designates Brent Shears, President , or his designee, to act as its representative for the performance of this Agreement (“Contractor’s Representative”). Contractor’s Representative shall have full authority to represent and act on behalf of the Contractor for all purposes under this Agreement.
The Contractor’s Representative shall supervise and direct the Services, using his best skill and attention, and shall be responsible for all means, methods, techniques, sequences and procedures and for the satisfactory coordination of all portions of t he Services under this Agreement.
Item: 6
71 (BB&K 2019)
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3.2.6 Coordination of Services . Contractor agrees to work closely with City staff in the performance of Services and shall be available to City’s staff, Contractors and other staff at all reasonable times.
3.2.7 Standard of Care; Per formance of Employees . Contractor shall perform all Services under this Agreement in a skillful and competent manner, consistent with the standards generally recognized as being employed by contractors and/or professionals in the same discipline in the St ate of California. Contractor represents and maintains that it is skilled in the discipline necessary to perform the Services. Contractor warrants that all employees and subcontractors shall have sufficient skill and experience to perform the Services as signed to them. Finally, Contractor represents that it, its employees and subcontractors have all licenses, permits, qualifications and approvals of whatever nature that are legally required to perform the Services, and that such licenses and approvals sh all be maintained throughout the term of this Agreement. As provided for in the indemnification provisions of this Agreement, Contractor shall perform, at its own cost and expense and without reimbursement from the City, any services necessary to correct errors or omissions which are caused by the Contractor’s failure to comply with the standard of care provided for herein. Any employee of the Contractor or its sub-contractors who is determined by the City to be uncooperative, incompetent, a threat to the adequate or timely completion of the Project, a threat to the safety of persons or property, or any employee who fails or refuses to perform the Services in a manner acceptable to the City, shall be promptly removed from the Project by the Contractor and shall not be re -employed to perform any of the Services or to work on the Project.
3.2.8 Laws and Regulations . Contractor shall keep itself fully informed of and in compliance with all local, state and federal laws, rules and regulations in any manner affecting the performance of the Project or the Services, including all Cal/OSHA requirements, and shall give all notices required by law. Contractor shall be liable for all violations of such laws and regulations in connection with Services. If the Contractor pe rforms any work knowing it to be contrary to such laws, rules and regulations, Contractor shall be solely responsible for all costs arising therefrom. Contractor shall defend, indemnify and hold City, its officials, directors, officers, employees and agents free and harmless, pursuant to the indemnification provisions of this Agreement, from any claim or liability arising out of any failure or alleged failure to comply with such laws, rules or regulations.
3.2.9 Safety. Contractor shall execute and maintain its work so as to avoid injury or damage to any person or property. In carrying out its Services, the Contractor shall at all times be in compliance with all applicable local, state and federal laws, rules and regulations, and shall exercise all necessary pr ecautions for the safety of employees appropriate to the nature of the work and the conditions under which the work is to be performed. Safety precautions as applicable shall include, but shall not be limited to: (A) adequate life protection and lifesavi ng equipment and procedures; (B) instructions in accident prevention for all employees and subcontractors, such as safe walkways, scaffolds, fall protection ladders, bridges, gang planks, confined space procedures, trenching and shoring, equipment and othe r safety devices, equipment and wearing apparel as are necessary or lawfully required to prevent accidents or injuries; and (C) adequate facilities for the proper inspection and maintenance of all safety measures.
3.2.10 .Labor
3.2.10.1 Prevailing Wages. Contractor is aw are of the requirements of California Labor Code Section 1720, et seq., and 1770, et seq., as well as California Code of Regulations, Title 8, Section 16000, et seq., (“Prevailing Wage Laws”), which require the Item: 6
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payment of prevailing wage rates and the perf ormance of other requirements on “public works” and “maintenance” projects. Since the Services are being performed as part of an applicable “public works” or “maintenance” project, as defined by the Prevailing Wage Laws, and if the total compensation is $ 1,000 or more, Contractor agrees to fully comply with such Prevailing Wage Laws. City shall provide Contractor with a copy of the prevailing rates of per diem wages in effect at the commencement of this Agreement. Contractor shall make copies of the prev ailing rates of per diem wages for each craft, classification or type of worker needed to execute the Services available to interested parties upon request, and shall post copies at the Contractor’s principal place of business and at the project site. Con tractor shall defend, indemnify and hold the City, its elected officials, officers, employees and agents free and harmless from any claim or liability arising out of any failure or alleged failure to comply with the Prevailing Wage Laws.
3.2.10.2 Registration. Since the Services are being performed as part of an applicable “public works” or “maintenance” project, then pursuant to Labor Code sections 1725.5 and 1771.1, Contractor and all subcontractors must be registered with the Department of Industrial Relations (“DIR”). Contractor shall maintain registration for the duration of the project and require the same of any subcontractors. This project may also be subject to compliance monitoring and enforcement by the DIR. It shall be Contractor’s sole responsibility to comply with all applicable registration and labor compliance requirements , including the submission of payroll records directly to the DIR . Notwithstanding the foregoing, the contractor registration requirements mandated by Labor Code Sections 1725.5 a nd 1771.1 shall not apply to work performed on a public works project that is exempt pursuant to the small project exemption specified in Labor Code Sections 1725.5 and 1771.1.
3.2.10.3 It is the intent of the parties to effectuate the requirements of sections 1771 , 1774, 1775, 1776, 1777.5, 1813, and 1815 of the Labor Code within this Agreement, and Contractor shall therefore comply with such Labor Code sections to the fullest extent required by law.
3.2.11 Insurance. Contractor agrees to procure and maintain, at Contract or’s expense all insurance specified in Exhibit “D” attached hereto and by this reference incorporated herein. Contractor shall require all subcontractors to carry the same policies and limits of insurance that the Contractor is required to maintain, unle ss otherwise approved in writing by the City.
3.2.12 Bonds.
3.2.12.1 Performance Bond. If specifically requested by City in Exhibit “C” attached hereto and incorporated herein by reference, Contractor shall execute and provide to City concurrently with this Agreement a P erformance Bond in the amount of the total, not -to- exceed compensation indicated in this Agreement, and in a form provided or approved by the City. If such bond is required, no payment will be made to Contractor until it has been received and approved by the City.
3.2.12.2 Payment Bond . If required by law or otherwise specifically requested by City in Exhibit “C” attached hereto and incorporated herein by reference, Contractor shall execute and provide to City concurrently with this Agreement a Payment Bond in the amount of the total, not -to-exceed compensation indicated in this Agreement, and in a form provided or approved by the City. If such bond is required, no payment will be made to Contractor until it has been received and approved by the City.
Item: 6
73 (BB&K 2019)
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3.2.12.3 Bond Provi sions. Should, in City’s sole opinion, any bond become insufficient or any surety be found to be unsatisfactory, Contractor shall renew or replace the affected bond within 10 days of receiving notice from City. In the event the surety or Contractor intends to reduce or cancel any required bond, at least thirty (30) days prior written notice shall be given to the City, and Contractor shall post acceptable replacement bonds at least ten (10) days prior to expiration of the original bonds. No further paymen ts shall be deemed due or will be made under this Agreement until any replacement bonds required by this Section are accepted by the City. To the extent, if any, that the total compensation is increased in accordance with the Agreement, the Contractor shal l, upon request of the City, cause the amount of the bonds to be increased accordingly and shall promptly deliver satisfactory evidence of such increase to the City. To the extent available, the bonds shall further provide that no change or alteration of the Agreement (including, without limitation, an increase in the total compensation, as referred to above), extensions of time, or modifications of the time, terms, or conditions of payment to the Contractor, will release the surety. If the Contractor fai ls to furnish any required bond, the City may terminate this Agreement for cause.
3.2.12.4 Surety Qualifications . Only bonds executed by an admitted surety insurer, as defined in Code of Civil Procedure Section 995.120, shall be accepted. The surety must be a California-admitted surety and satisfactory to the City. If a California -admitted surety insurer issuing bonds does not meet these requirements, the insurer will be considered qualified if it is in conformance with Section 995.660 of the California Code o f Civil Procedure, and proof of such is provided to the City.
3.2.13 Water Quality Management and Compliance.
3.2.13.1 Storm Water Management. Storm, surface, ground, nuisance, or other waters may be encountered at various times during the Services. Contractor hereby acknowledges that it has investigated the risk arising from such waters, has prepared its Bid accordingly, and assumes any and all risks and liabilities arising therefrom.
3.2.13.2 Compliance with Water Quality Laws, Ordinances and Regulations. Contractor shall keep itself and all subcontractors, staff, and employees fully informed of and in compliance with all local, state and federal laws, rules and regulations that may impact, or be implicated by the performance of the Services including, without limitation, all applicable provisions of the City’s ordinances regulating discharges of storm water; the Federal Water Pollution Control Act (33 U.S.C. § 1251 et seq. ); the California Porter -Cologne Water Quality Control Act (Water Code § 13000 et seq. ); and any and all re gulations, policies, or permits issued pursuant to any such authority. Contractor shall additionally comply with the lawful requirements of the City, and any other municipality, drainage district, or other local agency with jurisdiction over the location where the Services are to be conducted, regarding discharges of storm water to separate storm drain systems or other watercourses, including applicable requirements in municipal storm water management programs.
3.2.13.3 Compliance with DAMP and LIP . In addition to compliance with the laws, ordinances and regulations listed in paragraph 3.2.13.2, Contractor must comply with all applicable requirements of the Orange County Drainage Area Management Plan (“DAMP”) and the City of Lake Forest Local Implementation Plan (“ LIP”). Both documents contain Model Maintenance Procedures with Best Management Practices (“BMPs”). These Model Maintenance Procedures contain pollution prevention and source control techniques to minimize the impact of those activities upon dry -weather urban runoff, stormwater runoff, and receiving water quality. Contractor shall be familiar the DAMP, and the LIP and shall comply with the requirements as specified therein.
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A copy of the DAMP is available on the internet at:
http://www.ocwatersheds.com/documents/damp/mapplan
A copy of the LIP is available on the internet at:
http://www.lakeforestca.gov/296/Local-Implementation-Plan-LIP
3.2.13.4 Standard of Care. Contractor warrants that all employees and subcontractors shall have sufficient skill and experience to perform the work assigned to them without impacting water quality in violation of the laws, regulations and policies described in Sections 3.2.13.2 and 3.2.13.3 of this Agreement. Contractor further warrants that it, its employees and subcontractors will receive adequate training, as determined by the City, regarding the requirements of the laws, regulations and policies described in Sections 3.2.13.2 and 3.2.13.3 of this Agreement as they may relate to the Services.
3.2.13.5 Liability for Non-compliance.
(A) Indemnity: Failure to comply with laws, regulations, standards and ordinances listed in S ections 3.2.13.2, 3.2.13.3, and 3.2.13.4 of this Agreement is a violation of federal and state law. Notwithstanding any other indemnity contained in this Agreement, Contractor agrees to indemnify and hold harmless the City, its officials, officers, agents, employees and authorized volunteers from and against any and all claims, demands, losses or liabilities of any kind or nature which the City, its officials, officers, agents, employees and authorized volunteers may sustain or incur for noncompliance with the laws, regulations, and ordinances listed in Sections 3.2.13.2 , 3.2.13.3, and 3.2.13.4 of this Agreement arising out of or in connection with the Services, except for liability resulting from the sole established negligence, willful misconduct or activ e negligence of the City, its officials, officers, agents, employees or authorized volunteers.
(B) Defense: City reserves the right to defend any
enforcement action or civil action brought against the City for Contractor’s failure to comply with any applicable water quality law, regulation, or policy. Contractor hereby agrees to be bound by, and to reimburse the City for the costs associated with, any settlement reached between the City and the relevant enforcement entity.
(C) Damages: City may seek damages from Contractor for delay in completing the Services caused by Contractor’s failure to co mply with the laws, regulations, policies and standards described in Sections 3.2.13.2, 3.2.13.3 and 3.2.13.4 of this Agreement, or any other relevant water quality law, regulation, or policy.
3.3 Fees and Payments.
3.3.1 Compensation. Contractor shall receive compensation, including authorized reimbursements, for all Services rendered under this Agreement at the rates set forth in Exhibit ”C” attached hereto and incorporated herein by reference. The total compensation shall not exceed TWO HUNDRED TEN THOUSAND DOLLARS ($ 210,000) without written approval of City’s City Manager or City Council . Extra Work may be authorized, as described below, and if authorized, will be compensated at the rates and manner set forth in this Agreement.
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3.3.2 Payment of Compensation . Contractor shall submit to City a monthly itemized invoice which indicates work completed and hours of Services rendered by Contractor.
The invoice shall describe the amount of Services provided since the initial commencement date, or since the start of the subsequent billing periods, as appropriate, through the date of the invoice. City shall, within 30 days of receiving such invoice, review the invoice and pay all non - disputed and approved charges thereon. If the City disputes any of Contractor’s fees, the City shall give written notice to Contractor within thirty (30) days of receipt of an invoice of any disputed fees set forth therein.
3.3.3 Reimbursement for Expenses. Contractor shall not be reimbursed for any expenses unless authorized in writing by City.
3.3.4 Extra Work . At any time during the term of this Agreement, City may request that Contractor perform Extra Work. As used herein, “Extra Work” means any work which is determined by City to be necessary for the proper completion of the Project, but which the parties did not reasonably anticipate would be necessary at the execution of this Agreement.
Contractor shall not perform, nor be compensated for, Extra Work without writte n authorization from the City.
3.3.5 Rate Increases. In the event that this Agreement is renewed pursuant to Section 3.1.2, the rate set forth in Exhibit “C” may be adjusted each year at the time of renewal as set forth in Exhibit “C.”
3.4 Accounting Records.
3.4.1 Maintenance and Inspection . Contractor shall maintain complete and accurate records with respect to all costs and expenses incurred under this Agreement. All such records shall be clearly identifiable. Contractor shall allow a represen tative of City durin g normal business hours to examine, audit, and make transcripts or copies of such records and any other documents created pursuant to this Agreement. Contractor shall allow inspection of all work, data, documents, proceedings, and activi ties related to th e Agreement for a period of three (3) years from the date of final payment under this Agreement.
3.5 General Provisions.
3.5.1 Termination of Agreement.
3.5.1.1 Grounds for Termination . City may, by written notice to Contractor, terminate the whole or any part of this Agre ement at any time and without cause by giving written notice to Contractor of such termination, and specifying the effective date thereof, at least seven (7) days before the effective date of such termination. Upon termination, Contractor shall be compensated only for those services which have been adequately rendered to City, and Contractor shall be entitled to no further compensation. Contractor may not terminate this Agreement except for cause.
3.5.1.2 Effect of Termination . If this Agreement is terminated as provided herein, City may require Contractor to provide all finished or unfinished Documents and Data and other information of any kind prepared by Contractor in connection with the performance of Services under this Agreement. Contractor shall be requir ed to provide such document and other information within fifteen (15) days of the request.
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3.5.1.3 Additional Services. In the event this Agreement is terminated in whole or in part as provided herein, City may procure, upon such terms and in such manner as it may determine appropriate, services similar to those terminated.
3.5.2 Delivery of Notices . All notices permitted or required under this Agreement shall be given to the respective parties at the following address, or at such other address as the respective parties may provide in writing for this purpose:
Contractor: Crown Facility Solutions
3617 West MacArthur Boulevard, Suite 504
Santa Ana, California 92704
ATTN: Brent Shears, President
City: City of Lake Forest
100 Civic Center Drive
Lake Forest, CA 92630
ATTN: City Clerk
Such notice shall be deemed made when personally delivered or when mailed, forty -eight (48) hours after deposit in the U.S. Mail, first class postage prepaid and addressed to the party at its applicable address. Actual notice shall be deemed adequate notice on the date actual notice occurred, regardless of the method of service.
3.5.3 Cooperation; Further Acts . The Parties shall fully cooperate with one another, and shall take any additional acts or sign any additional documents as may be necessary, appropriate or convenient to attain the purposes of this Agreement.
3.5.4 Attorney’s Fees. If either party commences an action against the other party, either legal, administrative or otherwise, arising out of or in connection with this Agreement, the prevailing party in such litigation shall be entitled to have and recover from the losing party reasonable attorney’s fees and all other costs of such action.
3.5.5 State License Board Notice . Contractors are required by law to be licensed and regulated by the Contra ctors’ State License Board which has jurisdiction to investigate complaints against contractors if a complaint regarding a patent act or omission is filed within four (4) years of the date of the alleged violation. A complaint regarding a latent act or omission pertaining to structural defects must be filed within ten (10) years of the date of the alleged violation. Any questions concerning a contractor may be referred to the Registrar, Contractors’ State License Board, P.O. Box 26000, Sacramento, California 95826.
3.5.6 Indemnification. To the fullest extent allowable by law, Contractor shall defend, indemnify and hold the City, its officials, officers, employees, volunteers and agents free and harmless from any and all claims, demands, causes of action, costs , expenses, liability, loss, damage or injury, in law or equity, to property or persons, including wrongful death, in any manner arising out of or incident to any alleged acts, omissions, negligence or willful misconduct of Contractor, its officials, officers, employees, agents, consultants and contractors arising out of or in connection with the performance of the Services, the Project or this Agreement, including without limitation the payment of all consequential damages and attorney’s fees and other related costs and expenses. Contractor shall defend, at Contractor’s own cost, expense and risk, any and all such aforesaid suits, actions or other legal proceedings of every kind that may be brought or instituted against City, its directors, officials, offi cers, employees, agents or volunteers. Contractor shall pay and satisfy any judgment, award or decree that may be Item: 6
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rendered against City or its officials, officers, employees, agents or volunteers, in any such suit, action or other legal proceeding. Contr actor shall reimburse City and its officials, officers, employees, agents and/or volunteers, for any and all legal expenses and costs incurred by each of them in connection therewith or in enforcing the indemnity herein provided. Contractor’s obligation to indemnify shall not be restricted to insurance proceeds, if any, received by the City, its officials, officers, employees, agents or volunteers.
3.5.7 Entire Agreement. This Agreement contains the entire Agreement of the parties with respect to the subject ma tter hereof, and supersedes all prior negotiations, understandings or agreements. This Agreement may only be modified by a writing signed by both parties.
3.5.8 Governing Law. This Agreement shall be governed by the laws of the State of California. Venue shall be in Orange County.
3.5.9 Time of Essence. Time is of the essence for each and every provision of this Agreement.
3.5.10 City’s Right to Employ Other Contractors . City reserves right to employ other contractors in connection with this Project.
3.5.11 Successors and Assigns. This Agreement shall be binding on the successors and assigns of the parties.
3.5.12 Assignment or Transfer . Contractor shall not assign, hypothecate, or transfer, either directly or by operation of law, this Agreement or any interest herein without th e prior written consent of the City. Any attempt to do so shall be null and void, and any assignees, hypothecates or transferees shall acquire no right or interest by reason of such attempted assignment, hypothecation or transfer.
3.5.13 Construction; References ; Captions . Since the Parties or their agents have participated fully in the preparation of this Agreement, the language of this Agreement shall be construed simply, according to its fair meaning, and not strictly for or against any Party.
Any term referencing time, days or period for performance shall be deemed calendar days and not work days. All references to Contractor include all personnel, employees, agents, and subcontractors of Contractor, except as otherwise specified in this Agreement. All references to City include its elected officials, officers, employees, agents, and volunteers except as otherwise specified in this Agreement. The captions of the various articles and paragraphs are for convenience and ease of reference only, and do not defi ne, limit, augment, or describe the scope, content, or intent of this Agreement.
3.5.14 Amendment; Modification. No supplement, modification, or amendment of this Agreement shall be binding unless executed in writing and signed by both Parties.
3.5.15 Waiver. No waive r of any default shall constitute a waiver of any other default or breach, whether of the same or other covenant or condition. No waiver, benefit, privilege, or service voluntarily given or performed by a Party shall give the other Party any contractual rights by custom, estoppel, or otherwise.
3.5.16 No Third Party Beneficiaries . There are no intended third party beneficiaries of any right or obligation assumed by the Parties.
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3.5.17 Invalidity; Severability . If any portion of this Agreement is declared invalid, illegal, or otherwise unenforceable by a court of competent jurisdiction, the remaining provisions shall continue in full force and effect.
3.5.18 Prohibited Interests . Contractor maintains and warrants that it has not employed nor retained any company or person, ot her than a bona fide employee working solely for Contractor, to solicit or secure this Agreement. Further, Contractor warrants that it has not paid nor has it agreed to pay any company or person, other than a bona fide employee working solely for Contrac tor, any fee, commission, percentage, brokerage fee, gift or other considera - tion contingent upon or resulting from the award or making of this Agreement. For breach or violation of this warranty, City shall have the right to rescind this Agreement without liability. For the term of this Agreement, no member, officer or employee of City, during the term of his or her service with City, shall have any direct interest in this Agreement, or obtain any present or anticipated material benefit arising therefrom.
3.5.19 Equal Opportunity Employment. Contractor represents that it is an equal opportunity employer and it shall not discrimi nate against any subcontractor, employee or applicant for employ ment because of race, religion, color, national origin, handicap, anc estry, sex or age. Such non -discrimination shall include, but not be limited to, all activities related to initial employment, upgrading, demotion, transfer, recruitment or recruitment advertising, layoff or termination. Contractor shall also comply with all relevant pro visions of City’s Minority Business Enterprise program, Affirmative Action Plan or other related programs or guidelines currently in effect or hereinafter enacted.
3.5.20 Labor Certification. By its signature hereunder, Contractor certifies th at it is aware of the provisions of Section 3700 of the California Labor Code which require every employer to be insured against liability for Worker’s Compensation or to undertake self - insurance in accordance with the provisions of that Code, and agrees t o comply with such provisions before commencing the performance of the Services.
3.5.21 Authority to Enter Agreement. Contractor has all requisite power and authority to conduct its business and to execute, deliver, and perform the Agreement. Each Party warrants that the individuals who have signed this Agreement have the legal power, right, and authority to make this Agreement and bind each respective Party.
3.5.22 Counterparts. This Agreement may be signed in counterparts, each of which shall constitute an original.
3.6 Subcontracting.
3.6.1 Prior Approval Required. Contractor shall not subcontract any portion of the work required by this Agreement, except as expressly stated herein, without prior written approval of City. Subcontracts, if any, shall contain a provision making them subject to all provisions stipulated in this Agreement.
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CITY OF LAKE FOREST CROWN FACILITY SOLUTIONS
By:
By:
Robert Pequeño
Mayor
[INSERT NAME AND TITLE]
[If Corporation, TWO SIGNATURES,
President OR Vice President AND
Secretary OR Treasurer REQUIRED]
ATTEST:
By:
[INSERT NAME AND TITLE
By:
Lisa Berglund
City Clerk
APPROVED AS TO FORM:
By:
Best Best & Krieger LLP
City Attorney
Brent Shears / President
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EXHIBIT “A”
SCOPE OF MAINTENANCE SERVICES
Contractor shall perform the following functions for City facilities, as referenced, on an on -call, as needed basis:
Civic Center facilities close at 11pm and cleaning can begin at the end of the rental or earlier depending on the permitted end time.
A Special Event rental is a one-time or infrequently occurring event outside normal programs or activities of the sponsoring or organizing renter. The Contractor will be notified up to two weeks prior to, but no later than 48 hours prior to the service requested. The Contractor will provide janitorial services for special events held at the Community Center, Clubhouse, and Performing Arts Center. Various areas will require cleaning for each rental, predetermined by facility.
The Contractor shall provide qualified, licensed, and bonded custodial and janitorial services.
The Contractor shall provide all materials, equipment, and labor for custodial and janitorial services. All work shall be performed in a professional manner to the highest standards suitable for public use, day or night as needed, according to industry APPA Level 1 standards.
The type of Work required will include, but is not limited to:
A. Restrooms: Cleaning and Maintenance
B. Entry Ways, Lobbies, Reception Areas, Hallways, Corridors, Traffic Areas: Cleaning and Maintenance
C. Conference Rooms: Cleaning and Maintenance
D. Banquet Rooms: Cleaning and Maintenance
E. Carpeted Floors and Floor Mats: Cleaning and Maintenance F. Resilient and Hard Surface Floors: Cleaning and Maintenance G. Ceilings and Light Fixtures: Cleaning and Maintenance H. Walls, Dividers/Partitions, Windows, and Doors: Cleaning and Maintenance I. Miscellaneous Maintenance Services:
Clean and organize janitorial closets and storage spaces Clean, disinfect, polish drinking fountains and water features Trash collection; Proper handling and disposal of organic food waste, recyclable products from recycling and trash receptacles
Dusting AC/heating vents
Sweep, mop, buff, and polish floors
Cost estimates must be based on facility or facilities to be cleaned, rather than an hourly basis.
As stated above, the Contractor will be notified up to two weeks prior to, but no later than 48 hours prior to the service requested. The Contractor may include a one-time flat fee for notifications less than 48 hours in advance. This RFP is for custodial and janitorial services for special events only. Room set-up and resetting is performed by City staff.
Pricing must include a per room custodial fee, as well as any discounted rates for a combination of rooms. Examples of this include: Room(s) and Kitchen, Room(s) and Restrooms, etc. The following is a list of facilities that require cost quotes:
Community Center:
Several small offices and medium reconfigurable Conference Rooms Reconfigurable Banquet Rooms using tables/chairs etc.
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o One Banquet Room (2,600)
o Two Banquet Rooms (5,200)
o Three Banquet Rooms (7,800)
o Catering Kitchen (887)
o Exterior Courtyard; dining and lounge areas (3,405)
o Men’s/Women’s Restrooms, (1097 sqft. total)
The Clubhouse Senior Center:
Several small offices and medium reconfigurable Conference Rooms Reconfigurable Multipurpose Rooms using tables/chairs, etc. o 1 Multipurpose Room (2,000)
o 2 Multipurpose Rooms (4,000)
o Catering Kitchen (1,102)
o Exterior Patio; BBQ and Lounge area (1,311)
o Men’s/Women’s Restrooms (1,000 sqft. total)
Performing Arts Center:
Stage (1,510)
Theatre seating area (2,569)
Lobby Area/Hallway (500)
Dressing Room (411)
Box Office (123)
Mezzanine (450)
Men’s/Women’s Restrooms (1,000 sqft. total)
Additional Light Cleaning (most frequently used for multiple day use)
On occasion, on-site “porter” services may be required during an event. Duties would include restroom upkeep, trash collection, and other duties, as deemed necessary, to maintain a safe and clean space. A quote for hourly rates for this service is requested.
MEETING ROOMS. CONFERENCE ROOMS, MULTI PURPOSE
ROOMS - APPA Level 1
Garbage picked up.
Carpets vacuumed.
Upholstered furniture vacuumed.
Tables damp wiped.
Walls spot cleaned to a height of 2 m.
Chairs damp wiped/vacuumed.
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Carpets spot cleaned.
LOBBY AREAS – APPA Level 1
Floors will be swept and damp mopped/washed.
Walls will be spot cleaned up to a height of 2 m.
Waste will be removed to outside container.
Horizontal ledges will be wiped.
Glass doors will be cleaned.
Chairs, tables, and table legs will be damp wiped.
Waste containers will be cleaned.
Walk-off mats will be vacuumed.
Remove gum from all surfaces.
PERFORMING ARTS CENTER – APPA Level 1
Carpets will be vacuumed, and spot cleaned.
Tiled and linoleum floors will be dust mopped and damp mopped/washed.
Waste receptacles will be emptied and cleaned.
Tables, counters, sills, and ledges will be dusted.
Door glass and partition glass will be cleaned, both sides.
APPA APPEARANCE DEFINITIONS
Level 1 - Orderly Spotlessness
• Floors and base moldings shine and/or are bright and clean; colors are fresh. There is no buildup in corners or along walls
• All vertical and horizontal surfaces have a freshly cleaned or polished appearance and have no accumulation of dust, dirt, marks, streaks, smudges, or fingerprints. All light and fixtures are clean.
• Washroom and shower fixtures and tile gleam and are odor-free. Supplies are adequate.
• Trash containers emptied and odor-free.
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EXHIBIT “B”
SCHEDULE OF MAINTENANCE SERVICES
Consultant shall provide the services described in Exhibit “A” Scope of Services as directed by the City.
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EXHIBIT “C”
COMPENSATION
Contractor shall be paid for services rendered in accordance with Section 3.3 of the Agreements and as described above under Exhibit “A” Scope of Services the not to exceed fee of two hundred ten thousand dollars ($210,000) based on the following schedule:
Sq. Ft. Capacity Per Cleaning Rate
Community Center
1 Banquet Room 2,600 120 $ 182.00
2 Banquet Rooms 5,200 250 $ 312.00
3 Banquet Rooms 7,800 350 $ 468.00
Catering Kitchen 887 5 $ 88.70
Courtyard w/ Fireplace 3,405 150 $ 272.40
Men's/Women's Restroom 1,097 $ 186.49
Clubhouse Senior Center
1 Multipurpose Room 2,000 50 $ 140.00
2 Multipurpose Rooms 4,000 120 $ 240.00
Catering Kitchen 1,102 5 $ 110.20
Patio w/BBQ and Lounge area 1,311 35 $ 104.88 Men's/Women's Restroom 1,000 $ 170.00
Performing Arts Center
Stage 1,510 10 $ 105.70
Theatre seating area 2,569 200 $ 179.83
Lobby Area/Hallway 500 100 $ 35.00
Dressing Room 411 20 $ 28.77
Box Office 123 4 $ 8.61
Mezzanine 450 3 $ 31.50
Men's/Women's Restroom 1,000 $ 170.00
Additional Light Cleaning (used
for multiple day use) Reduced rate by 20%
excluding restrooms
In the event that this Agreement is renewed pursuant to Section 3.1.2, the rates set forth above may be increased or reduced each year at the time of renewal, but any increase shall not exceed the Consumer Price Index, All Urban Consumers, Los Angeles -Long Beach-Anaheim.
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EXHIBIT “D”
INSURANCE REQUIREMENTS
1.1 Insurance.
1.1.1 Time for Compliance . Contractor shall not commence work under this Agreement until it has provided evidence satisfactory to the City that it has secured all insurance required under this section. In addition, Contractor shall not allow any subcontractor to commence work on any subcontract until it has provided evidence satisfactory to the City that the subcontractor has secured all insurance required under this section.
1.1.2 Types of Insurance Required . As a condition precedent to the effectiveness of this Agreement for work to be performed hereunder, and without limiting the indemnity provisions of the Agr eement, the Contractor, in partial performance of its obligations under such Agreement, shall procure and maintain in full force and effect during the term of the Agreement the following policies of insurance. If the existing policies do not meet the insu rance requirements set forth herein, Contractor agrees to amend, supplement or endorse the policies to do so.
(A) Commercial General Liability: Commercial General
Liability Insurance which affords coverage at least as broad as Insurance Services Office “occurrence” form CG 0001, or the exact equivalent, with limits of not less than $1,000,000 per occurrence and not less than $2,000,000 in the general aggregate. Defense costs shall be paid in addition to the limits. The policy shall contain no endorsements or provisions (1) limiting coverage for contractual liability; (2) excluding coverage for claims or suits by one insured against another (cross-liability); or (3) containing any other exclusion(s) contrary to the terms or purposes of this Agreement.
(B) Automobile Liability Insurance: Automobile Liability Insurance with coverage at least as broad as Insurance Services Office Form CA 0001 covering “Any Auto” (Symbol 1), or the exact equivalent, covering bodily injury and property damage for all activities with limits of not less than $1,000,000 combined limit for each occurrence. (C) Workers’ Compensation: Workers’ Compensation
Insurance, as required by the State of California and Employer’s Liability Insurance with a limit of not less than $1,000,000 per accident for bodily injury and disease.
1.1.3 Endorsements. Required insurance policies shall contain the following provisions, or Contractor shall provide endorsements on forms approved by the City to add the following provisions to the insurance policies:
(A) Commercial General Liability:
(1) Additional Insured: The City, its officials, officers, employees, agents, and volunteers shall be additional insureds with regard to liability and defense of suits or claims arising out of the performance of the Agreement. For all polic ies of Commercial General Liability insurance, Contractor shall provide endorsements in the form of ISO CG 20 10 10 01 and 20 37 10 01 (or endorsements providing the exact same coverage) to effectuate this requirement.
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Additional Insured Endorsements shall not (1) be restricted to “ongoing operations”; (2) exclude “contractual liability”; (3) restrict coverage to “sole” liability of Contractor; or (4) contain any other exclusions contrary to the terms or purposes of this Agreement. (2) Cancellation: Required i nsurance policies shall not be canceled or the coverage reduced until a thirty (30) day written notice of cancellation has been served upon the City except ten (10) days shall be allowed for non-payment of premium. (B) Automobile Liability:
(1) Cancellation: Required insurance policies shall not be canceled or the coverage reduced until a thirty (30) day written notice of cancellation has been served upon the City except ten (10) days shall be allowed for non-payment of premium. (C) Workers’ Compensation:
(1) Cancellation: Required insurance policies shall not be canceled or the coverage reduced until a thirty (30) day written notice of cancellation has been served upon the City except ten (10) days shall be allowed for non-payment of premium. (2) Waiver of Subrogation: A wa iver of subrogation
stating that the insurer waives all rights of subrogation against the City, its officials, officers, employees, agents, and volunteers.
1.1.4 Primary and Non -Contributing Insurance . All policies of Commercial General Liability and Automobile Liability insurance shall be primary and any other insurance, deductible, or self-insurance maintained by the City, its officials, officers, employees, agents or volunteers shall not contribute with this primary insurance. Policies shall contain or be endorsed to contain such provisions.
1.1.5 Waiver of Subrogation . All required policies of Commercial General Liability and Automobile Liability insurance shall contain or be endorsed to waive subrogation against the City, its officials, officers, employees, agen ts, and volunteers or shall specifically allow Contractor or others providing insurance evidence in compliance with these specifications to waive their right of recovery prior to a loss. Contractor hereby waives its own right of recovery against the City, its officials, officers, employees, agents and volunteers and shall require similar written express waivers and insurance clauses from each of its subcontractors.
1.1.6 Deductibles and Self -Insured Retentions. Any deductible or self -insured retention must be approved in writing by the City and shall protect the City, its officials, officers, employees, agents and volunteers in the same manner and to the same extent as they would have been protected had the policy or policies not contained a deductible or self -insured retention.
1.1.7 Evidence of Insurance . The Contractor, concurrently with the execution of the Agreement, and as a condition precedent to the effectiveness thereof, shall deliver either certified copies of the required policies, or original certificates on forms approved by the City, together with all endorsements affecting each policy. Required insurance policies shall not be in compliance if they include any limiting provision or endorsement that has not been submitted to the City for approval. The c ertificates and endorsements for each insurance policy shall be signed by a person authorized by that insurer to bind coverage on its behalf. At least fifteen (15 Item: 6
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days) prior to the expiration of any such policy, evidence of insurance showing that such insurance coverage has been renewed or extended shall be filed with the City. If such coverage is cancelled or reduced and not replaced immediately so as to avoid a lapse in the required coverage, Contractor shall, within ten (10) days after receipt of writ ten notice of such cancellation or reduction of coverage, file with the City evidence of insurance showing that the required insurance has been reinstated or has been provided through another insurance company or companies.
1.1.8 Failure to Maintain Coverage . I n the event any policy of insurance required under this Contract does not comply with these specifications or is canceled and not replaced immediately so as to avoid a lapse in the required coverage, City has the right but not the duty to obtain the insura nce it deems necessary and any premium paid by City will be promptly reimbursed by Contractor or City will withhold amounts sufficient to pay premium from Contractor payments. In the alternative, City may cancel this Agreement.
1.1.9 Acceptability of Insurers . Each such policy shall be from a company or companies with a current A.M. Best's rating of no less than A:VII and authorized to transact business of insurance in the State of California, or otherwise allowed to place insurance through surplus line brokers under applicable provisions of the California Insurance Code or any federal law.
1.1.10 Enforcement of Contract Provisions (non estoppel) . Contractor acknowledges and agrees that actual or alleged failure on the part of the City to inform Contractor of non-compliance with any requirement imposed no additional obligation on the City nor does it waive any rights hereunder.
1.1.11 Requirements Not Limiting . Requirement of specific coverage or limits contained in this section are not intended as a limitation on coverage, l imits, or other requirement, or a waiver of any coverage normally provided by any insurance.
1.1.12 Insurance for Subcontractors. Contractor shall include all subcontractors engaged in any work for Contractor relating to this Agreement as additional insureds under the Contractor’s policies, or the Contractor shall be responsible for causing subcontractors to purchase the appropriate insurance in compliance with the terms of these Insurance Requirements, including adding the City, its officials, officers, employees, agents and volunteers as Additional Insureds to the subcontractor’s policies. All policies of Commercial General Liability insurance provided by Contractor’s subcontractors performing work relating to this Agreement shall be endorsed to name the Cit y, its officials, officers, employees, agents and volunteers as additional insureds using endorsement form ISO CG 20 38 04 13 or an endorsement providing equivalent coverage. Contractor shall not allow any s ubcontractor to commence work until it has rec eived satisfactory evidence of s ubcontractor’s compliance with all insurance requirements under this Agreement, to the extent applicable. The Contractor shall provide satisfactory evidence of compliance with this section upon request of the City.
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88 CITY COUNCIL AGENDA REPORT
MEETING DATE: 6/21/2022
DEPARTMENT: Management Services
SUBJECT:
RECREATION VENDOR CONTRACT INSTRUCTOR PAYMENTS
RECOMMENDED ACTION(S):
Authorize a $16,695.50 payment to Super Soccer Stars and a $4,873.40 payment to Skyhawks for the remaining enrollment revenues owed from community services contract classes taught during the Spring 2022 season.
EXECUTIVE SUMMARY:
The Community Services Division utilizes contracted instructors to offer recreational classes for the community. Each quarter, the City enters into a Recreation Class Instruction Contract Agreement (“Contract Class Agreement”) with independent instructors. The agreement stipulates that the City will be responsible for advertising the classes to the community, taking registration for the class, and hosting the class at City facilities. Unlike the City’s typical service agreements that include a defined compensation amount, compensation for the Contract Class Agreements is determined through a 70/30 formula (sample contract template provided as Attachment 1). Under the 70/30 formula, contractors are entitled to 70% of all program revenue, while the City retains the remaining 30%.
Two of the City’s most popular contract classes are taught by Super Soccer Stars and Skyhawks. These two vendors have continued to see an increase in enrollment over the past several seasons. Table 1 shows the revenue owed to each organization for the spring season.
Table 1: Instructor Revenue Owed for Spring 2022
Vendor Revenue
Collected
Revenue
Owed
Amount
Paid
Amount
Still Owed
Super Soccer
Stars $38,136.43 $26,695.50 $10,000.00 $16,695.50
Skyhawks $20,635.29 $14,444.70 $9,571.30 $4,873.40
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9 Chapter 2 of the City’s Purchasing and Contracting Guidelines (“Purchasing Guidelines”) stipulates that the selection of Recreation Contract Instructors is exempt from the competitive Request for Proposals (“RFP”) or quote process.
Therefore, Contract Class Agreements are procured pursuant to the municipal code sections relevant to sole source contracts and purchases.
Historically, recreation class payments have not exceeded $10,000 per season.
As no formal procurement was conducted, staff is only authorized to approve payment up to $10,000 per contracted season. As shown in Table 1, the remaining balance owed to Skyhawks for the spring season is $4,873.40 and $16,695.50 to Super Soccer Stars.
On March 15, 2022, the City Council adopted an updated version of the Purchasing Guidelines to address this issue (Attachment 2). However, recreation class instructors are scheduled approximately six months prior to their commencement. Therefore, the new Purchasing Guidelines were not in place when staff procured instructors for the Spring and Summer 2022 seasons.
However, staff is following the new process for contract class agreements for the Fall 2022 recreation season.
Municipal Code Section 3.12.150 (b) allows the City Council to authorize purchase of supplies, equipment, and non-professional service contracts without utilizing a competitive procurement process, so long as the City Council determines that a sole source procurement is in the best interest of the City (Attachment 3). Staff is recommending the City Council approve the payments to the recreation contractors because the payments are consistent with the Contract Class Agreements, which specify the service provider receive 70% of the revenues collected.
Staff recommends the City Council authorize the City Manager to approve the payment of $16,695.50 to Super Soccer Stars and $4,873.40 to Skyhawks, which will fully compensate each contractor (Attachment 4). Sufficient funds exist in the 2021-2023 Operating Budget for Community Services to cover the costs of the recommended action.
FISCAL IMPACT:
Approval of the recommended action will result in authorization to pay Super Soccer Stars in the amount of $16,695.50 and Skyhawks in the amount of $4,873.40 for their classes taught during the Spring 2022 season. Sufficient funds exist in the 2021-2023 Operating Budget for Community Services to cover the costs of the recommended action.
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9 ATTACHMENTS:
1. Recreation Class Instruction Contract Agreement (Spring)
2. Purchasing and Contract Guidelines Chapter 2: Recreation Vendor Contract Instructors
3. Lake Forest Municipal Code Section 3.12.110
4. Contract Instructors Payment Due Report
Initiated By: Laura Lisack, Recreation Manager
Submitted By: Brett Channing, Deputy City Manager
Approved By: Debra Rose, City Manager
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C
ITY OF LAKE FOREST
RECREATION CLASS INSTRUCTION CONTRACT AGREEMENT
(With Employees)
March, April, May 2022
Thi
s Recreation Class Instruction Contract Agreement (“Agreement”) is entered into this__________ day of ____________ by and between the City of Lake Forest, California (“City”) and ____________________________ (“Instructor”), for the instruction of the class(es) in ________________________________________ (“Class”). The parties agree as follows:
SECTION 1. DUT IES OF PARTIES
A. THE CITY AGREES TO PERFORM THE FOLLOWING:
1. Facility. Unless otherwise agreed upon by the parties, the City will provi de a facility for the Class without charging Instructor any rental fees for the use of the facility.
2. Publicity. The City will provide publicity relating to the instruction of the Class in the quarterly recreation brochure published four (4) four times each year.
B. INSTRUCTOR AGREES TO PERFORM THE FOLLOWING:
1. Instruction . Instructor shall provide its employees or agents (“Employee(s)”) to instruct the Class. Instructor’s Employees agree to use his/her best efforts to properly instruct the Class in accordance with the Instructor’s lesson plan, which shall be submitted to the Recreation Office prior to Class commencing.
Instructor is responsible for determining the method and manner of instruction.
2. Minimum Participants. Instructor shall determine the minimum number of participants required for instruction in the Class. In the event that the minimum number of participants is not realized by the second meeting of the Class, t he
C
lass may be canceled. In the event the Class is canceled, the Instructor will be under no obligation to provide instruction services and City will be under no obligation to pay Instructor. If the minimum number is met or exceeded, the Class will be held as scheduled (regardless if any of the initial participants terminate). If the demand is such that it is deemed necessary to institute an additional Class, it shall be taken under consideration and negotiated by the City and Instructor.
3. Staff Cooperation. Instructor shall at all times cooperate with the Recreati on Division staff to ensure that the instruction of the Class conforms to the requirements of this Agreement.
4. City Property.
Instructor, on behalf of itself and its employees, agrees to use due care to properly secure and prevent theft of all property belonging to the City and its Recreation Division.
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5. Discipline. Instructor, on behalf of itself and its Employees, agrees to use due care to ensure the orderly and disciplined conduct of all participants in the Class and to supervise the conduct of the participants and participants’ children. Children shall not run through City building or be unattended in facility at any time.
6. A bsences. Instructor shall obtain permission of the Recreation Division at least one (1) week prior to any absence of an Instructor Employee from the Class.
Instructor will contact Class participants when canceling a Class. The Instructor is urged to arrange for a substitute in the event of missed Classes.
7. Additional Instructor Responsibilities. Additional Instructor responsibilities include the following:
a. C ooperating with requests from the Recreation Staff. b. Class participants will be cleared from Class area by the designated end time of Class.
c. Tables must be covered/cleaned after each Class, when using paint, glue or other staining materials.
d. If using sound system provided by the City, due care of operation is mandatory. Instructors must be trained prior to any use. e. If any music or sound system is used, keep the sound level down so it will not interfere with other activities going on in the building. f. Closing classroom doors adjacent to lobby or hall areas while Class is in session.
g. If lights, heater or air conditioning are used, these must be turned off when Class is finished.
h. Collection of registration forms and money is not permitted by contract instructors, unless prior approval has been given by the Recreation Coordinator.
i. Requests for make- up classes will be scheduled through Recreation Division. Do not assume that the facility is available if the Recreation Division has not been contacted in advance.
j. Submitting class information on time and in the format required by the Recreation Coordinator.
k. Classes shall not be added on after the recreation magazine has gone to print and must wait until the next quarter to be offered. l. Follow the City policy regarding the restriction of the use of expandabl e
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ystyrene, commonly referred to by the trade name “Styrofoam,” at Item: 7
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all City fa cilities. Failure to abide by this policy may result in the termination of this Agreement.
8. S upplies and Equipment. Instructor shall acquire, provide, repair, and maintain at Instructor’s own expense such supplies, equipment and additional personnel as deemed necessary for personal use in performing the service under this Agreement. Additional personnel and necessary supplies, equipment, and materials for the Class shall be provided by City.
9. C ancellations. In
structor’s Employee(s) who are assigned to a Class shall show up at first Class unless Instructor cancels Class one (1) week prior to Class start date. If Class is canceled two (2) times in a row, the Class will not be rescheduled until public demand has increased and as determined by the Recreation Division.
10. Contact Information. Instructor shall notify Recreation Division of the Instructor’s address change or telephone number change immediately.
11. Background Checks.
a. Instructor, all Instructor’s Employees and their employees, or agreed upon substitute personnel who will be working with persons of 18 years of age or under as part of the services to be provided pursuant to this Agreement shall be required to pass a criminal background investigation prior to performing such services.
b. Instructor, all Instructor’s Employees and their employees, or agreed upon substitute personnel agrees to submit to a criminal background check conducted by the City or City’s designee at Instructor’s sole cost and expense, payable in advance. At the City’s absolute and sole discretion, the City may prohibit any person who does not pass the criminal background check required hereunder from working with any person 18 years of age or under unless and until the City receives clearance from the Department of Justice.
12. Insurance . [CITY RISK MANAGER TO REVIEW ON A CASE BY CASE BASIS] At the City’s option, Instructor shall procure and maintain public liability and accident insurance in the amount of $_______________________, with coverage satisfactory to the City at all times while this Agreement is in force and effect. If required, such policy shall be with a California admitted carrier and City, its officers, council members, employees and agents shall be nam ed
as
additional insureds under such policy. If required, Instructor shall provi de pr
oof of such insurance and an additional insured endorsement within fift een (
15) days of the request for such evidence of insurance. Said proof of insurance, including but not limited to Insurance Certificates must be supplied to
the City prior to the commencement of the instruction services -- failure to do so may result in termination of this Agreement.
13. R ecordkeeping. I nstructor shall keep written records of all time worked by Instructor’s Employees in connection with each Class, including any time spent teaching the Class and/or preparing for the Class. These records shall specify Item: 7
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daily start time(s) and end time(s) for each day during the week, and must include a description of the work performed (e.g. teaching Class or preparing to teach Class). Instructor shall provide these written records to City after each Class. By submitting the written records to City, Instructor represents and warrants that the records are accurate and reflect all time spent working in connection with each Class.
14. M
axim um Hours Worked . Instructor may not, without City’s prior written consent, work more than 40 hours, or more than 6 days, during a week.
15. Subcontracting Prohibited. Instructor may not, without City’s prior writt en consent, use any independent contractor or subcontractor to teach any Class.
A
ll personnel assigned to teach a Class must be Instructor’s Employees.
SECTION 2. CO MPENSATION
Instructor shall submit an IRS W-9 form to the City before class instruction begins to be compensated for the class. The City will submit a request for payment to the City finance department within thirty (30) working days from the beginning date of the first class. The instructor shall be paid an amount equal to 70% of the total enrollment fees collected by the City for the Class. Instructor’s pay will be mailed to the address on file for the instructor within thirty (30) working days after submittal of payment to the City finance department.
SECTION 3. INDEPENDENT CO NTRACTOR
The parties int end and agr ee that at all times duri ng the performance of services pursuant t o this Agreement, Instructor is and shall be acting as an independent contractor.
Instructor understands and acknowledges that in entering into this Agreement Instructor is an Independent Contractor and not an employee of the City and is not eligible for any benefits of City employment. Instructor further understands and acknowledges that City does not maintain any Workers’ Compensation, accident or any type of insurance coverage for Independent Contractors.
City shall not be liable for any payment or compensation in any form to Instructor other than as provided for herein. Other than the use of the facility, Instructor shall be responsible to use his or her own tools, supplies and equipment consistent with Section 1.B(8) herein and is responsible to determine the method and manner of instruction consistent with Section 1.B(1) herein.
SECTION 4. TERM O F AGREEMENT
The term of this Agreement shall commence on ____________ and shall end ______________.
Instructor may terminate this Agreement at any time providing written notice at least thirty (30) days prior to the projected starting date of the next quarter. City may terminate this Agreement at any time without cause, and shall compensate Instructor for services rendered prior to the date of termination.
The parties agree that City may have to cancel or postpone a Class due to unexpected events.
Executed at Lake Forest, California, on the dat e first above written, by the parties’ duly authorized officers.
INSTRUCTOR
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Instructor’s Signature: Date:_____________
[[If Corporation, TWO SIGNATURES, President OR Vice President AND Secretary OR Treasurer REQUIRED]]
Instructor’s Printed Name:
CITY OF LAKE FOREST
Signature: Date:_____________
Name:
Title:
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97 Attachment 2
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98 SECTION VII. MISCELLANEOUS PURCHASING
Last Reviewed: March 15, 2022 61 Last Edited: March 7, 2022 Instructor Agreements – Recreation Vendors and Contracted Instructors
Classes, programs, and activities are typically listed in the City’s recreational programing advertisement which is typically released four times per year in quarterly sessions or seasons.
A season refers to the time frame covered by the City’s recreational programing advertisement.
The selection of instructors and terms of Instructor Agreements shall align with seasonal terms using the selection and procurement procedures in this section. All classes, programs, and activities are subject to the open market selection and formal procurement procedures of this section whether or not they are included in a seasonal recreational programing advertisement.
Classes, programs, and activities are offered with varying times and days based on the current activity schedules and availability. The City shall provide prospective instructors with deadlines and timeframes to submit proposals to offer classes, programs, or activities during upcoming seasons.
Selection of contract instructors is at the discretion of the City, based on several factors including popularity, type of class, and availability of instructor and City facilities. Class schedules are created for each season, year, or multi-year term and are considered separate purchases for purposes of approval authority. The selection of a contract instructor is subject to the Department Director approval limit up to $10,000 per Recreation Class Instruction Contract Agreement (“Instructor Agreement”) and, in such cases, does not require a competitive procurement or quote process. A new Instructor Agreement shall be signed per season, year, or at the beginning of a multi-year term so that the beginning of an agreement term aligns with the start of a season. In order to enter into an Instructor Agreement, the instructor shall provide all proof of necessary and sufficient insurance coverage to the City. By signing the agreement, an instructor shall be made aware of their responsibilities when contracting with the City. An executed Instructor Agreement does not guarantee a vendor will be scheduled for a class.
If it is anticipated that the seasonal compensation to the instructor will exceed $10,000, staff will conduct a competitive and formal procurement following the procedures outlined below. The City Manager may approve an agreement for up to $50,000 per term, if the agreement is competitively procured through the procurement process below. When seasonal compensation to an instructor is anticipated to exceed $50,000 per term, based on prior information such as demand for a class in prior seasons or costing models provided by the vendor, the Community Services Department shall request City Council approval of the instructor agreement after conducting the Recreation and Contract Instructor Procurement Process outlined below.
Recreation and Contract Instructors Procurement Process This Recreation Vendor and Contract Instructors Procurement Process includes the minimum requirements for formal procurement of nonprofessional services per the Lake Forest Municipal Code.
When Community Services staff anticipates compensation will exceed $10,000 for the term of an Instructor Agreement (season, year, or multi-year term), staff will post a request for applications from organizations who wish to offer the requested instructor services. Applications shall function as formal proposals in the formal procurement process for Instructor Agreements.
The application will require information such as instructor experience and expertise, desired class schedule, and other basic information about the organization, vendor, or instructor. This Item: 7
99 SECTION VII. MISCELLANEOUS PURCHASING
Last Reviewed: March 15, 2022 62 Last Edited: March 7, 2022 process requires an open and public posting of procurement opportunities and shall be posted by the City for a period of no less than 14 days.
After a posting has closed, a committee of Community Services staff will review applications received. If necessary, interviews may be conducted for additional information gathering. Staff will select and recommend recreation vendors and instructors who best fit the needs of City and the demands of the community. Staff shall submit their recommended vendor and Instructor Agreement for approval by the City Manager or the City Council in accordance with the approval level thresholds summarized in Figure 13. The term of the contract may be up to three years.
For details regarding vendor requirements, the application process, and procurement procedures for Instructor Agreements, please refer to the Recreational Vendor and Contract Instructor Manual.
Figure 13: Recreation Vendor and Contract Instructor Procurement Types and Process
5. Obtain Required Approval Level
4. Determine Approval Level
Signing Authority based on
Compensation and Term
3. Conduct Type of Procurement
as required
2. Determine Procurement
Method Required
1. Determine approximate Total
Compensation to vendor.
Note: Consider the term of the
Instuctor Agreement (no less than
1 season, no more than 3 years)
More or Less than
$10,000?
Up to $10,000 Total
Compensation for
Term
Open Market
Selection
Up to $10,000 per
season or per year
Department Director
Over $10,000 for
Selected Term
Recreation and
Contract Instructors
Procurement
Process
Up to $50,000 per
term, up to 3 year
term
City Manager
Over $50,000 per
term, up to 3 year
term
City Council
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Attachment 3
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3.12.150 Exemptions from formal contract procedure.
A. Purchases of goods or nonprofessional service contracts in an amount of thirty thousand one dollars ($30,001.00) or more which can be obtained from only one (1) source may be made by the City Manager without advertising and after approval by the City Council.
B. The City Council may authorize purchase of supplies, equipment and non-professional service contracts without complying with the above procedures when in the opinion of the City Council compliance with the procedures is not in the best interest of the City.
C. The City Manager may authorize emergency purchases of supplies, equipment or non-professional service contracts. For the purpose of this chapter, emergency purchases are those procurements required to prevent the immediate interruption or cessation of necessary City services or to safeguard life, property or the public health and welfare. (Ord. 165 § 1, 2007)
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CITY COUNCIL AGENDA REPORT
MEETING DATE: 6/21/2022
DEPARTMENT: Community Services
SUBJECT:
CONTRACT AWARD FOR SENIOR BUS TRANSPORTATION SERVICES
RECOMMENDED ACTION(S):
1. Award an Agreement to Age Well Senior Services, Inc. with a total compensation amount of $214,351.50, for Senior Bus Transportation Services.
2. Authorize the Mayor to sign, and the City Clerk to attest, the Agreement with Age Well Senior Services, Inc., substantially in the form attached.
EXECUTIVE SUMMARY:
The Community Services Division is responsible for overseeing the City’s Senior Mobility Program (“SMP”). The SMP consists of bus and taxi transportation services for seniors who are 60 years of age and older and reside in Lake Forest.
Funds for the SMP are received from the Orange County Transportation Authority (“OCTA”) under the Measure M2 sales tax program, providing 80% of funding with a 20% City match. The City has contracted with Age Well Senior Services, Inc. (“Age Well”) for senior bus transportation services since 2017. The current agreement with Age Well to provide these services will expire on June 30, 2022. After conducting a Request for Proposals (“RFP”) process, staff is recommending the City enter into a new agreement with Age Well to provide senior bus transportation services. The proposed Professional Consultant Services Agreement with Age Well (“Agreement”) includes a total compensation amount of $214,351.50 and a three-year term with two optional one-year extensions (Attachment 1). The 2021-2023 Operating Budget includes sufficient funding to cover the costs of the recommended action.
BACKGROUND:
The SMP consists of bus transportation and taxi services. The City currently contracts with Age Well to provide bus transportation to Lake Forest Seniors 60 years and older, Monday through Thursday, between the hours of 8:30 a.m. – 10:00 a.m. and 2:00 p.m. – 2:30 p.m. Bus transportation includes curb-to-curb Item: 8
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service on a fully accessible fourteen passenger bus. Passengers must call and make reservations in advance of riding on the bus. Age Well transports seniors to City-sponsored senior activities/programs only, including monthly excursions to locations throughout Orange County. A fare of $.50 per trip is charged to the riders, and the service averages approximately 120 trips per month.
Funding for the City’s SMP is provided by the OCTA Measure M2 and the City’s General Fund. Measure M2 funding is allocated to participating cities based on senior population figures for the entire county. Per the Measure M2 funding agreement with OCTA, OCTA provides 80% of funding for eligible transportation services and the City must provide the remaining 20%. The City’s 20% matching fund amount is offset by fare revenues fees collected from the participant and in- kind staffing.
The City Council approved the current agreement for senior bus services with Age Well in June of 2017 with a total compensation amount of $147,000. This current agreement includes a standard three-year term with two optional one- year extensions. The City Manager approved one-year extensions to the agreement in May of 2020 and 2021. In addition to providing the two term extensions, the City Manager added $10,000 in compensation to the agreement, which resulted in a total compensation of $157,000. The agreement is set to expire on June 30, 2022.
DISCUSSION:
Due to the expiration of the current agreement with Age Well, the City Manager authorized staff to produce an RFP for Senior Transportation Bus Services on March 28, 2022. Pursuant to the Purchasing and Contracting Guidelines, staff posted the draft scope of work on the City’s website for seven days. No comments were received by staff; thus, no changes were made to the draft scope of work.
The final scope of work contains conditions for general services, as well as program reporting and customer service requirements. This includes:
• Contractor will provide curb-to-curb service with driver assistance for seniors who necessitate special assistance.
• Contractor to comply with all State and Federal regulations relating to driver training, licensing, vehicle inspections, maintenance documentation, and allowable hours on duty requirements, drugs, and alcohol testing, etc.
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• All vehicles utilized by contractor must be ADA approved lift-equipped, accessible vehicles.
• Contractor will provide City and OCTA all monthly system operating data and information for periodic audits as required by the OCTA Senior Mobility Program.
• Pick-up time changed from 2:00 p.m. to 3:00 p.m., enabling participants to remain at The Clubhouse until programming has ended.
• In year two of the contract, there is an option of adding Fridays to the schedule. This will give riders the ability to attend Friday programming at The Clubhouse, should it be introduced.
On March 28, 2022, the RFP was posted to the PlanetBids, the City’s electronic procurement management system. The RFP was received by 14 prospective proposers. Ultimately, Age Well was the only firm to submit a proposal.
Consistent with the City’s Purchasing and Contracting Guidelines (“Purchasing Guidelines”), staff assembled a Selection Committee approved by the City Manager to review the proposals and participate in the interview phase of the selection process. The Selection Committee was comprised of the following staff:
Deputy City Manager
Public Works Maintenance Manager
Community Services Manager
Senior Recreation Supervisor
The review process was comprised of three phases: the Technical Review of written proposals, the Qualifications Interview Phase, and the cost proposal evaluation. A firm must receive an average of 37 points (70%), or higher, in the Technical Review phase to move on to the Qualifications Interview phase. Age Well received the minimum scoring from the combined reviews of the technical proposal.
Pursuant to the City’s Purchasing Guidelines, the City invited the firm to the interview phase of the selection process to discuss their respective approach to requested services. The interview was held on May 10, 2022. The results of the technical review and the interview phases are summarized in Table 1 below.
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Table 1: Senior Bus Transportation Services
Technical
Review
Technical
Review
Subtotal
Qualifications
Interview
Rater: Rater:
Interview
Subtotal Pricing
Firm 1 2 3 4 1 2 3 4
Points
x 4 Total
Age Well 49 43 42 49 183 103 96 89 105 393 160 736
Following the Qualifications Interview and subsequent scoring by the Selection Committee, the Contract Administrator reviewed the cost proposal. The cost proposal is shown in Table 2 below.
Table 2: Cost Proposal
Vendor Year 1 – Per
Hour
Year 2 – Per
Hour
Year 3 – Per
Hour
Age Well Senior Services, Inc $66.00 $69.30 $72.77
The increase in the per-hour costs for years two and three accommodate projected cost increases for staffing, fuel, vehicle repair and maintenance, and operations. Table 3 shows the cost per year based on the increases in hourly rate, as well as the addition of Fridays for drop off and pick-up in years two and three of the Agreement.
Table 3: Cost Per Year
Agreement
Year
Total Amount
Year 1 $ 58,080.00
Year 2 $ 76,230.00
Year 3 $ 80,041.50
Total: $214,351.50
Staff contacted the firm’s references and Age Well was given great praise by current clients (Attachment 2). Furthermore, staff has been extremely satisfied with the level of service given to Lake Forest seniors currently utilizing the bus services offered by Age Well. Thus, staff recommends the City Council award the Agreement to Age Well Senior Services, Inc. with a total compensation of $214,351.50 (Attachment 1). The term of the Agreement is for three years with two optional one-year extensions. The Agreement has been prepared by the Finance Department and reviewed by the City Attorney and approved as to form.
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FISCAL IMPACT:
The recommended action will result in the formation of an Agreement with Age Well Senior Services, Inc. with a compensation amount of $214,351.50 and a three-year term with two optional one-year extensions. Funds for the SMP are received from the Orange County Transportation Authority (“OCTA”) under the Measure M2 sales tax program, providing 80% of funding with a 20% City match.
The 2021-2023 Operating Budget includes sufficient funding to cover the costs of the recommended action.
ATTACHMENTS:
1. Professional Services Agreement – Age Well Senior Services, Inc.
2. Reference Checks
Initiated By: Victoria Blethen, Recreation Manager
Submitted By: Brett Channing, Deputy City Manager
Approved By: Debra Rose, City Manager
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Attachment 1
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Attachment 2
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REFERENCE CHECKS ~ Senior Transportation – Bus Services Contact Information: Reference 1
Agency
Contact Name
Contact Title
Did you find the company to be: (Y=Yes; S=Somewhat; N=No; N/A= Not Applicable) Thorough?
Cost Effective?
Did the company Meet or Exceed
Agency Expectations?
Timely?
Good Customer Service with Senior
Riders?
Overall Satisfaction:
Would the Agency Hire the Company
Again?
Additional Comments:
County of Orange
Jannette Revialla
Administrative Manager
Y
Meet
Y
Y
Y
Y
No additional comments.
Reference 2 Reference 3
City of San Juan Capistrano
Heidi Ivanoff
Project Manager
Y
Y
Y
Y
Y
Y
San Juan has used AgeWell
for Senior Transportation
needs since 2013 when they
entered into an agreement
with OCTA to participate in
the SMP. They have had a
good working relationship.
AgeWell has been very
receptive and flexible with the
needs of San Juan Seniors.
Christy Cornwall
Director, Community Health
Somewhat
Somewhat
Meet
Somewhat
Somewhat
Y
No additional comments.
Mission Hospital
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CITY COUNCIL AGENDA REPORT
MEETING DATE: 6/21/2022
DEPARTMENT: Community Services
SUBJECT:
CONTRACT AWARD FOR SENIOR TAXI TRANSPORTATION SERVICES
RECOMMENDED ACTION(S):
1. Award an Agreement to Cabco Yellow Inc., dba California Yellow Cab (CYC), Santa Ana, California, with a total compensation amount of $169,000.00, for Senior Taxi Transportation Services.
2. Authorize the Mayor to sign, and the City Clerk to attest, the Agreement with Cabco Yellow Inc., dba California Yellow Cab (CYC), substantially in the form attached.
EXECUTIVE SUMMARY:
The Community Services Division is responsible for overseeing the City’s Senior Mobility Program (“SMP”). The SMP consists of bus and taxi transportation services for seniors who are 60 and older and reside in Lake Forest. Funds for the SMP are received from the Orange County Transportation Authority (“OCTA”) under the Measure M2 sales tax program, providing 80% of funding with a 20% City match. The City has contracted with Cabco, dba California Yellow Cab (“CYC”), for senior taxi transportation Services since 2017. The City’s current agreement with CYC will expire on June 30, 2022. After conducting a Request for Proposal (“RFP”) process to secure a new agreement, staff is recommending the City Council approve a new agreement with CYC with a term beginning July 1, 2022. The proposed Professional Consultant Services Agreement with CYC (“Agreement”) includes a compensation amount of $169,000 and a three-year term, with two optional one-year extensions (Attachment 1). The 2021-2023 Operating Budget includes sufficient funding to cover the costs of the recommended action.
BACKGROUND:
The current SMP consists of bus transportation and taxi services. The senior taxi transportation service began in 2014 as an expansion of the SMP. The program offers Lake Forest seniors discounted taxi service 24 hours per day, seven days Item: 9
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a week. Seniors typically use the transportation service to complete activities of daily living, such as traveling to medical appointments, shopping for groceries, picking up prescriptions, or visiting family members.
Funding for the City’s SMP is provided by the Orange County Transportation Authority (“OCTA”) Measure M2, and the City’s General Fund. Funding is allocated to participating cities based on senior population figures for the entire county. Per the Measure M2 funding agreement with OCTA, OCTA provides 80% of funding from Measure M2 and the City is required to provide the remaining 20%. The City’s 20% matching fund amount is offset by fare revenue fees collected from the participant and in-kind internal staffing. .
The current agreement for senior taxi transportation services was awarded to CYC in June of 2017 with a total compensation amount of $128,400 for the standard term of three years, with two optional one-year extensions. The City Manager approved one-year extensions in May of 2020 and 2021. In addition to those term extensions, the City Manager added $12,840 in compensation to current CYC agreement, which resulted in a total compensation amount of $141,240. The current agreement with CYC is set to expire on June 30, 2022.
DISCUSSION:
Due to the expiration of the current agreement with CYC, the City Manager authorized conducting an RFP for senior transportation taxi services. Staff issued the RFP on March 28, 2022. Pursuant to the City’s Purchasing and Contracting Guidelines, staff posted the draft scope of work on the City’s website for seven (7) days. No comments were received by staff; thus, no changes were made to the draft scope of work.
The final scope of work contains conditions for general services, as well as program reporting and customer service requirements. The scope of work includes:
Taxi services offered seven days a week, twenty-four hours per day, (including holidays) in Lake Forest and at specified locations outside of Lake Forest.
The contractor shall comply with all State and Federal regulations relating to driver training, licensing, vehicle inspections, maintenance, documentation, etc.
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The contractor shall provide the City with back up documentation to be utilized for an annual OCTA audit related to the City receiving M2 grant monies for senior mobility programs.
Within twenty-four (24) hours of a reported complaint, contractor’s customer service representative will email to the City the steps they are taking to address the client’s complaint.
On March 28, 2022, the RFP was posted to the PlanetBids, the City’s electronic procurement management system. The RFP was received by 12 prospective proposers who provide transportation services. Ultimately, CYC was the only firm to submit a proposal.
Consistent with the City’s Purchasing and Contracting Guidelines (“Purchasing Guidelines”), staff assembled a Selection Committee approved by the City Manager to review the proposals and participate in the interview phase of the selection process. The Selection Committee was comprised of the following staff:
Deputy City Manager
Public Works Maintenance Manager
Community Services Manager
Senior Recreation Supervisor
The review process was comprised of three phases: the Technical Review of written proposals, the Qualifications Interview Phase, and the cost proposal evaluation. A firm must receive an average of 37 points (70%), or higher, in the Technical Review phase to move on to the Qualifications Interview phase. CYC received the minimum scoring from the combined reviews of its technical proposal.
Pursuant to the City’s Purchasing Guidelines, City staff invited CYC to the interview phase of the selection process to discuss their respective approach to the requested services. The interview was held on May 10, 2022. The results of the technical review and the interview phases are summarized in Table 1 below.
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Table 1: Senior Taxi Transportation Services Scores
Technical
Review
Technical
Review
Subtotal
Qualifications
Interview
Rater: Rater:
Interview
Subtotal Pricing
Firm 1 2 3 4 1 2 3 4
Points
x 4 Total
Cabco
Yellow
Inc. dba
California
Yellow
Cab
(“CYC”) 50 38 41 51 180 99 87 86 105 377 160 717
Following the Qualifications Interviews and subsequent scoring by the Selection Committee, the Contract Administrator reviewed the cost proposal. The cost proposal is shown in Table 2 below.
Table 2: Cost Proposal
Vendor First 1/8
Mile
Each Additional
1/8 Mile
Wait Time
Per Hour
Wait Time
Calculation
California
Yellow Cab
(“CYC”)
$4.50 $0.40 $36.00 $0.40 each 40
seconds
Staff contacted the firm’s references and CYC received excellent praise from existing clients (Attachment 2). Furthermore, staff has been very satisfied with the level of service provided to Lake Forest seniors currently utilizing CYC’s taxi services. Thus, staff recommends the City Council award the Agreement to CYC with a total compensation amount of $169,000 (Attachment 1). The term of the Agreement is for three years, with two optional one-year extensions. The Agreement has been prepared by the Finance Department and reviewed by the City Attorney and approved as to form.
FISCAL IMPACT:
The recommended action will result in the formation of an Agreement with Cabco Yellow Inc., dba California Yellow Cab (CYC), for a compensation amount of $169,000 over a three-year term. The Agreement includes two optional one-year extensions. The 2021-2023 Operating Budget contains sufficient funding to cover the cost of the recommended action.
ATTACHMENTS:
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1. Professional Services Agreement – Cabco Yellow, Inc. dba California Yellow Cab.
2. Reference Checks
Initiated By: Victoria Blethen, Recreation Manager
Submitted By: Brett Channing, Deputy City Manager
Approved By: Debra Rose, City Manager
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Attachment 1
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REFERENCE CHECKS ~ Senior Transportation – Taxi Services California Yellow Cab Contact Information: Reference 1 Reference 2 Reference 3 Agency City of Orange City of Laguna Woods City of Mission Viejo Contact Name Katherine Connaghan Yolie Trippy Fran Aihara Contact Title Executive Director Deputy City Clerk Administrative Assistant
Did you find the company to be: (Y=Yes; S=Somewhat; No =No; N/A = Not Applicable) Thorough? Y Y Y
Cost Effective? Y Y Y
Did the company Meet or Exceed
Agency Expectations? Meet Expectations Meet Expectations Somewhat Timely? Y Y Y
Good Customer Service with Senior
Riders? Y Y Somewhat
Overall Satisfaction:
Would the Agency Hire the Company
Again? Y Y Y
Additional Comments: While there have been
a couple of issues with
the cab company not
picking up the seniors
in a timely manner.
Once CABCO is
notified of any issues
they are very quick to
respond
Only problems that they have
experienced were all related
to COVID-19 and a lack of
drivers. Overall CABCO gives
excellent customer service.
And Laguna Woods has had
been working with CABCO for
over a decade.
Very good working
relationship with the staff
at the Norman P Murray
Center. Customer
Service for the seniors
has been great.
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CITY COUNCIL AGENDA REPORT
MEETING DATE: 6/21/2022
DEPARTMENT: Public Works
SUBJECT:
NOTICE OF COMPLETION FOR STREET RESURFACING PROJECT FOR GLENN RANCH ROAD (PW 2020-05B)
RECOMMENDED ACTION(S):
1. Find that All American Asphalt has completed construction of Street Resurfacing Project for Glenn Ranch Road (PW 2020-05B).
2. Approve the Notice of Completion and authorize the Mayor to execute the document on behalf of the City.
3. Authorize City Clerk to submit Notice of Completion for recordation to the Office of the County Recorder of Orange County within fifteen days of the City Council approval, as required by Section 9204 of the California Civil Code.
4. Authorize staff to release any unencumbered retention in accordance with California law.
EXECUTIVE SUMMARY:
The Street Resurfacing Project for Glenn Ranch Road (PW 2020-05B) project resurfaced Glenn Ranch Road from Portola Parkway to El Toro Road (Attachment 1). On September 20, 2021, the City Council awarded a contract to All American Asphalt (“AAA”) in the amount of $1,422,422 to complete the project.
The project began November 1, 2021, and was substantially complete February 24, 2022, with a final construction contract amount of $1,376,072.83. There were two change orders for the project, resulting in a credit to the project in the amount of $46,349.17.
After final inspection, final quantities determined, approval of the project change orders, and progress payment processing, the project is now ready for the Notice of Completion. Staff recommends the City Council approve the Notice of Item: 10
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Completion (Attachment 2) and direct staff to release any unencumbered retention in accordance with California law.
BACKGROUND:
The City has an established annual street maintenance program to slurry seal and resurface public streets. As a requirement of Orange County Transportation Authority’s (“OCTA”) Measure M funding, the City utilizes a pavement management system to evaluate and score the condition of each street biannually utilizing a pavement condition index (“PCI”). The pavement management system provides recommendations to maintain a street’s condition based on the PCI rating. The overall PCI for the entire City is 75, which is considered “Good” per the 2021 Pavement Management Plan. Typically, the City performs slurry seal applications in seven-year intervals and resurfaces streets on an as-needed basis with available funding.
This project resurfaced Glenn Ranch Road from Portola Parkway to El Toro Road. These repairs were first identified in the 2017 Pavement Management Plan. However, construction activities from adjacent developments could have impacted the resurfacing project; therefore, it was deferred. On September 20, 2021, the City Council awarded a contract to All American Asphalt (“AAA”) in the amount of $1,422,422. The Notice to Proceed was issued to AAA on November 1, 2021, with an estimated completion date of January 31, 2022.
DISCUSSION:
AAA substantially completed construction activities on March 15, 2022. The City’s construction manager conducted a final inspection to ensure the project’s completion per the contract requirements. The project required two contract change orders (“CCO’s”). CCO #1 was related to a credit of $16,148.50 for the portion of Glenn Ranch Road that is in the City of Mission Viejo. CCO#2 was for additional work related to a traffic loop repair and quantity adjustments based on field conditions. Change Order #2 resulted in a credit of $30,200.67. The CCO’s were approved by the City Manager.
The Notice of Completion establishes a date that limits the time subcontractors and material vendors may file stop notices or liens against the project. Following City Council approval, the City Clerk must submit the Notice of Completion to the Clerk-Recorder of Orange County within fifteen days of the Council action, as required by Section 9204 of the California Civil Code. Following approval and recordation, the Notice of Completion establishes a 30-day period for subcontractors and material vendors to file stop payment notices and initiates the start date for the warranty period. Since the work has been completed and Item: 10
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accepted by the City, staff recommends that the City Council approve the Notice of Completion and direct staff to release any unencumbered retention in accordance with California.
FISCAL IMPACT:
There is no fiscal impact associated with the recommended action. Approving the Notice of Completion would release any unencumbered retention.
ATTACHMENTS:
1. Project Location Map
2. Notice of Completion
Initiated By: Douglas Erdman, Engineering Services Mngr - Asst. City Eng.
Submitted By: Thomas Wheeler, P.E., Director of Public Works/City Engineer Approved By: Debra Rose, City Manager
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Attachment 1
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PORTOLA PKWY
GLENNRANCH RD
,&:."1
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Attachment 2
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RECORDING REQUESTED BY
AND MAIL TO:
City Clerk
City of Lake Forest
100 Civic Center Drive
Lake Forest, California, 92630
Fee Exempt – Gov’t Code §27383
NOTICE OF COMPLETION
(C.C.C. 9204 - PUBLIC WORKS)
NOTICE IS HEREBY GIVEN THAT:
1. The City of Lake Forest located at 100 Civic Center Drive, Lake Forest, California, 92630, has completed a public work of improvement described as Street Resurfacing Project for Glenn Ranch Road (PW2020-05B) and accepted by the awarding authority upon the date hereof.
2. Date of completion: March 15, 2022
3. Description of work performed: Street Resurfacing Project for Glenn Ranch Road (PW2020-05B)
4. The City’s interest in the property in which the public work was completed is: X Fee Easement Lease.
5. The real property upon which said public work was performed in the City of Lake Forest is: Glenn Ranch Road from Portola Parkway to El Toro Road, Lake Forest, CA 92630
6. The contractor was: All American Asphalt
Dated
Robert Pequeño, Mayor
ATTEST:
Lisa Berglund, City Clerk
VERIFICATION
I, the undersigned, say: I am the Mayor of the City of Lake Forest, the declarant of the foregoing Notice of Completion; I have read said Notice of Completion and know the contents thereof, the same is true of my knowledge. I declare under penalty of perjury that the foregoing is true and correct.
Executed at Lake Forest, California, on this day of , 2022.
Robert Pequeño, Mayor
ATTEST:
Lisa Berglund, City Clerk
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CITY COUNCIL AGENDA REPORT
MEETING DATE: 6/21/2022
DEPARTMENT: Public Works
SUBJECT:
NOTICE OF COMPLETION WITH ROBERTSON RECREATION SURFACES FOR 2021-2022 CITYWIDE PLAYGROUND RESURFACING/REPLACEMENT PROJECT (PW 2021-08) AT BAKER RANCH AND EL TORO COMMUNITY PARKS
RECOMMENDED ACTION(S):
1. Find that Robertson Recreational Surfaces, Inc., has completed construction of the Citywide Playground Resurfacing/Replacement Project (PW 2021.08).
2. Approve Notice of Completion (“NOC”) and authorize the Mayor to execute the document on behalf of the City.
3. Authorize the City Clerk to submit the NOC for recordation to the Office of the County Recorder within 15 days of the City Council approval, as required by Section 9204 of the California Civil Code.
4. Authorize staff to release any unencumbered retention in accordance with California law.
EXECUTIVE SUMMARY:
The Citywide Playground Resurfacing/Replacement Project installed new rubberized surfaces at Baker Ranch Community and El Toro parks. On March 1, 2022, the City Council approved a construction contract for $207,230 with Robertson Recreational Surfaces, Inc. The scope of work for the project consisted of removing and replacing rubberized playground surfaces. The project began March 28, 2022, and was completed June 1, 2022, with a final construction amount of $207,230. After final inspection the project is now ready for the Notice of Completion (“NOC”). Staff recommends the City Council approve the NOC (Attachment 1) and direct staff to release any unencumbered retention in accordance with California law.
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BACKGROUND:
The City Council approved the Citywide Playground Resurfacing/Replacement Project in the 2021-2023 Capital Improvement Projects Plan (“CIP”). Several parks within the city include rubberized surfaces within playgrounds, tot lots, and other play areas. These rubberized surfaces provide impact attenuation and mitigate health hazards if children fall while utilizing playground equipment and other park amenities. On an annual basis, the Public Works Department assesses the useful condition of these rubberized surfaces. Over time, ultraviolet (“UV”) radiation present in sunlight causes the rubberized surfaces to deteriorate.
In response, the City must replace the rubberized surfaces that have deteriorated beyond their useful life.
DISCUSSION:
Robertson Recreational Surfaces, Inc. completed construction activities on June 1, 2022. The City’s Landscape Administrator conducted a final inspection to ensure the project’s completion per the contract requirements. The attached NOC establishes a date that limits the time subcontractors and material vendors may file stop notices or liens against the project. Following approval, the City Clerk must submit the NOC to the Clerk-Recorder of Orange County within 15 days as required by Section 9204 of the California Civil Code. Following recordation, the NOC establishes a 30-day period for subcontractors and material vendors to file stop payment notices, and initiates the start date for the one-year warranty period. Since the work has been completed and accepted by the City, staff recommends that the City Council approve the NOC and direct staff to release any unencumbered retention in accordance with California law.
FISCAL IMPACT:
There is no fiscal impact associated with the recommended actions. Approving the recommend action would allow staff to release any unencumbered retention.
ATTACHMENTS:
Notice of Completion for Citywide Playground Resurfacing/Replacement Project Initiated By: Michael McConaha, Public Works Maintenance Manager Submitted By: Thomas E. Wheeler, P.E., Director of Public Works/City Engineer Approved By: Debra Rose, City Manager
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Attachment
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RECORDING REQUESTED BY
AND MAIL TO:
City Clerk
City of Lake Forest
100 Civic Center Drive
Lake Forest, California, 92630
Fee Exempt – Gov’t Code §27383
NOTICE OF COMPLETION
(C.C.C. 9204 - PUBLIC WORKS)
NOTICE IS HEREBY GIVEN THAT:
1. The City of Lake Forest located at 100 Civic Center Drive, Lake Forest, California, 92630, has completed a public work of improvement described as Citywide Playground Resurfacing/Replacement Project (PW 2021.08) and accepted by the awarding authority upon the date hereof.
2. Date of completion: June 1, 2022.
3. Description of work performed: Remove and replace rubberized playground surfaces.
4. The City’s interest in the property in which the public work was completed is: X Fee Easement Lease.
5. The real property upon which said public work was performed in the City of Lake Forest is: Baker Ranch Community Park (26500 Baffin Bay Drive) and El Toro Park (23701 Los Alisos Boulevard)
6. The contractor was: Robertson Recreational Surfaces, Inc.
Dated ____________________________________ __________________________________________ Robert Pequeño, Mayor
ATTEST:
_________________________________________
Lisa Berglund, City Clerk
VERIFICATION
I, the und ersigned, say: I am the City Manager of the City of Lake Forest , the declarant of the foregoing N otice of Completion; I have read said Notice of Completion and know the contents thereof, the same is true of my knowledge . I declare under penalty of perjury that the foregoing is true and correct.
Executed at Lake Forest, California, on this ____ day of _________________, 2022.
__________________________________________
Robert Pequeño, Mayor
ATTEST:
__________________________________________
Lisa Berglund, City Clerk
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CITY COUNCIL AGENDA REPORT
MEETING DATE: 6/21/2022
DEPARTMENT: Community Development
SUBJECT:
FIRST AMENDMENT TO PROFESSIONAL CONSULTANT SERVICES
AGREEMENT WITH MIKE LINARES, INC. FOR COMMUNITY DEVELOPMENT
BLOCK GRANT (CDBG) CONSULTING SERVICES
RECOMMENDED ACTION(S):
1. Approve the First Amendment with Mike Linares, Inc. for Community Development Block Grant (CDBG) Consulting Services.
2. Authorize the Mayor to sign and the City Clerk to Attest the First Amendment substantially in the form attached.
EXECUTIVE SUMMARY:
Since 2014, the City has utilized the services of Mike Linares, Inc. (“Mike Linares”) for Community Development Block Grant (“CDBG”) consulting services.
The current three-year Professional Consultant Services Agreement with Mike Linares (“Agreement”) is set to expire on June 30, 2022. The Agreement includes a $115,000 compensation amount. Due to COVID-19, additional work efforts to administer CDBG-CV funds substantially impacted the compensation amount in the Agreement. The Agreement’s total compensation limit of $115,000 is insufficient to cover the year-to-date overage of $14,254 and the anticipated expenditures of $14,545 for professional services through the end of the three- year term.
Staff is recommending the City Council approve the First Amendment, which would increase the total compensation amount of the Agreement by $28,799 and provide a one-year extension through June 30, 2023, and also allocate an additional $41,500 for professional services to be provided during the Fiscal Year 2022-23. This would equate to a new total compensation amount of $185,299. If approved, the First Amendment would increase the hourly rate charged by the consultant from $95.00 to $103.00. This hourly rate adjustment is based on the consultant’s ability to request Consumer Price Index-based rate changes as described in the Agreement. The proposed First Amendment would enable the City to continue receiving the consulting services necessary to administer the CDBG program. CDBG consulting services are funded by CDBG and CDBG-CV Item: 12
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(Coronavirus) grant funds.
BACKGROUND:
Since 1994, the City has received annual CDBG funding from the U.S.
Department of Housing and Urban Development (“HUD”). CDBG is a formula grant allocated to city and county governments to develop viable urban communities by providing decent housing, a suitable living environment, and expanding economic opportunities for low and moderate-income persons. To receive this annual grant, the City must complete and submit technical reports to HUD detailing the achievements of CDBG goals and related expenditures.
These reports include the Annual Action Plan, Five-Year Consolidated Plan, Analysis of Impediments to Fair Housing, and Comprehensive Annual Performance Evaluation Report.
DISCUSSION:
As identified in the Agreement’s scope of services (Attachment 1), Mike Linares assists staff with tasks related to the administration of the CDBG program, including sub-recipient monitoring, reporting CDBG-related activities in HUD’s Integrated Disbursement and Information System (“IDIS”), preparation of various quarterly and annual financial reports, and preparation of Annual Action Plans.
The current Agreement with Mike Linares is set to expire on June 30, 2022.
The Agreement’s total compensation limit of $115,000 is insufficient to cover the year-to-date overage of $14,254 and the anticipated expenditures of $14,545 for the final months of the current Agreement term. The overage occurred due to the unanticipated receipt of CDBG-CV, which required a similar level of programming and reporting that traditional CDBG allocations require. Therefore, staff is proposing an increase in compensation by $28,799 to cover the anticipated costs of the current term of the Agreement. In addition, staff is recommending a one-year extension to the Agreement with a compensation of $41,500, which would bring the total compensation amount to $185,299 (refer to Table 1 below).
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Table 1: Mikes Linares Compensation Review
Original Three-
Year Agreement
Compensation
(June 30, 2019-
June 30, 2022)
Proposed
Increase for
Original Three-
Year Agreement
Term
Proposed
Compensation
for
First
Amendment
(July 1, 2022-
June 30, 2023)
Total Four-Year
Agreement
Compensation
(June 30, 2019-
June 30, 2023)
$115,000 $28,799 $41,500 $185,299
Compensation Increase to the Original Three-Year Agreement As part of the original Agreement, staff anticipated that consulting costs would not exceed $115,000 over the three-year term. However, due to COVID-19, additional work efforts to administer CDBG-CV funds substantially increased the work required of the consultant, impacting the original compensation for traditional CDBG administration. CDBG-CV funds were allocated to the City to prepare for, prevent, and respond to the COVID-19 pandemic. As a result, additional consulting service costs corresponding to the administration of CDBG- CV funds were incurred, which included research of regulations and legislation for allowable uses, environmental reviews for funded activities, attendance of several City Council and Ad-Hoc Committee meetings, and coordination with HUD to ensure program compliance. CDBG-CV fund administration was not included in the original compensation and scope of work. Therefore, expenditures for CDBG-CV depleted funds originally budgeted for traditional CDBG-related services. Also, three amendments to the Fiscal Year (“FY”) 2019- 20 Annual Action Plan were performed by Mike Linares, which depleted the compensation amount rather quickly. Consequently, the cost of services exceeded the compensation limit by $14,254 for services rendered through February 2022. Table 2 below summarizes the expenditure history for the three- year Agreement, reflecting the current compensation overage of $14,254.
Table 2: Three-Year Agreement Expenditure History
Agreement Year Beginning
Balance Expenditures Remaining
Balance
Year 1
(FY 2019-20) $115,000 $59,619 $55,381
Year 2
(FY 2020-21) $55,381 $41,183 $14,198
*Year 3
(FY 2021-22) $14,198 *$28,452 ($14,254)
*Expenses incurred through February 2022
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In addition, staff anticipates continuing CDBG-CV administration in the remaining months of FY 2021-22. As a result, Mike Linares requested an amendment to the compensation amount in the Agreement by $14,545 (Attachment 2), which will cover the projected consulting costs for the remainder of FY 2021-22.
Accordingly, staff recommends the proposed First Amendment to allocate an additional $28,799 to cover the existing overage of $14,254 and the projected cost of $14,545 for services required through the end of FY 2021-22.
Term Extension, Scope of Work, Compensation and Hourly Rate The proposed First Amendment would also extend the term of the Agreement by one year to June 30, 2023. If approved, this extension would be the first of two optional one-year extensions described by the original Agreement, which is set to expire on June 30, 2022. In addition, the First Amendment includes an increase in compensation of $41,500 for the additional one-year term (FY 2022-23), a Consumer Price Index-based increase to the hourly rate charged by Mike Linares, and a revised scope of work to include CDBG-CV administration. The proposed rate increase from $95.00 to $103.00 (8.5%) is based on the U.S.
Bureau of Labor Statistics Consumer Price Index (“CPI”) change from March 2021 (basis of current hourly rate) to March 2022. The increase in compensation for the one-year extension correlates to the projected costs associated with FY 2022-23 CDBG and CDBG-CV program administration, and the proposed hourly rate increase to $103.00. Services for FY 2022-23 include administration of traditional CDBG and existing CDBG-CV funds. Staff does not anticipate additional allocations of CDBG-CV funds as the pandemic has subsided to a manageable level.
Vendor Performance Assessment
Pursuant to the Purchasing and Contracting Guidelines, staff is required to complete a vendor performance assessment during a proposed contract amendment. This assessment informs whether a contract should be amended, renewed, or terminated based on performance in the following categories:
performance of services, timeliness, budget performance, and customer service.
Utilizing a detailed evaluation form, staff rated Mike Linares on a scale from one to five for specific criteria contained in each category. Table 3 below summarizes Mike Linares’ performance during the respective agreement period.
Table 3: Mike Linares Performance Review
Mike Linares, Inc.-Performance Review
June 30, 2019-June 15, 2022
Category Unsatisfied – Very Satisfied
Performance of Scope of
Services
☐ Unsatisfied ☐ Satisfied ☒ Very Satisfied ☐ N/A
Timeliness ☐ Unsatisfied ☐ Satisfied ☒ Very Satisfied ☐ N/A Item: 12
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Budget Performance ☐ Unsatisfied ☐ Satisfied ☒ Very Satisfied ☐ N/A Customer Service ☐ Unsatisfied ☐ Satisfied ☒ Very Satisfied ☐ N/A Mike Linares has exceeded expectations with respect to the services provided while providing excellent and timely customer service. Mike Linares has demonstrated vast technical expertise and regulatory knowledge and provides excellent service for all CDBG-related matters. Mike Linares’ assistance with administering the CDBG-CV allocation was invaluable to the City. Furthermore, Mr. Linares is remarkably flexible and available to assist staff when needed for meetings and consultations.
SUMMARY:
Based on the City’s continuing need for specialized consultant services and Mike Linares’ exceptional performance to date, staff recommends increasing the compensation in the Agreement by $28,799 to cover the unexpected costs associated with the receipt of CDBG-CV funds. In addition, staff recommends extending the term of Agreement from July 1, 2022 to June 30, 2023 and increasing the compensation by an additional $41,500 to cover the projected costs associated with the additional year of service. These staff recommendations are included in the proposed First Amendment and would bring the total compensation amount in the Agreement to $185,299.
Staff prepared the proposed First Amendment, and it has been reviewed and approved by the City Attorney as to form. It is attached for the City Council’s consideration (Attachment 3).
FISCAL IMPACT:
Consulting services provided under this Agreement are paid for with CDBG and CDBG-CV funds. The First Amendment to the Agreement would increase the total compensation amount by $70,299, which would result in a total compensation amount of $185,299. The increased compensation would include $28,799 to cover the costs of extra CDBG-CV services already incurred and projected for the remainder of FY 2021-22 with existing CDBG funds. The increased compensation would also cover $41,500 in projected costs associated with extending the term of the Agreement by year. Staff will recommend sufficient funding for FY 2022-23 of the 2021-23 Operating Budget to cover the costs of the additional $41,500 in compensation. The City Council approved the FY 2022-23 CDBG Action Plan in May 2022, which includes funds for CDBG administration. There are sufficient funds in the City and Authority Operating Budgets of the 2021-2023 Operating Budget.
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ATTACHMENTS:
1. Mike Linares, Inc. Professional Services Agreement
2. FY 2021-2022 Compensation Amendment Request
3. First Amendment to the Agreement with Mike Linares, Inc.
Initiated By: Ashley Melchor, Management Assistant
Submitted By: Gayle Ackerman, Director of Community Development Approved By: Debra Rose, City Manager
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ATTACHMENT 1
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ATTACHMENT 2
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PROVIDING MANAGEMENT & CONSULTING
SERVICES FOR LOCAL GOVERNMENT
P.O. BOX 3913 SAN CLEMENTE, CA 92672
April 14, 2022
Mr. Ron Santos
Senior Planner
City of Lake Forest
100 Civic Center Drive
Lake Forest CA 92630
Dear Mr. Santos:
RE: Agreement Amendment – Revised Not to Exceed
Fiscal Year 2021-2022 has been a busy year . As we discussed at the end of last fiscal year , I am requesting an amendment to the agreement between the City of Lake Forest and Mike Linares, Inc., for CDBG Program Administration services. The administration of CDBG-CV funds was never anticipated in my initial proposal in 2019. T he unanticipated task associated with the administration of th is grant has deple ted the annual not to exceed contract amount .
Unanticipated tasks have also impacted the City’s regular CDBG allocation administr ation (e.g., HUD miscalculation of annual grant allocation, CAPER/IDIS issues, and action plan amendments).
Based on current and projected work effort, the following agreement amendment is requested:
Original
Spent thru
2/22 Balance
Additional to
Complete FY
Revised
Amount
CDBG $27,500.00 $20,757.50 $6,742.50 $4,000.00 $31,500.00 CDBG-CV $0.00 $7,030.00 $(7,030.00) $10,545.00 $10,545.00 $ 27,500.00 $27,787.50 $14,545.00 $42,045.00
Let me know if you have any questions; thank you for your consideration.
Best regards,
Mike Linares
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ATTACHMENT 3
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55136.00200\31919338.1 - 1 -
CITY OF LAKE FOREST
FIRST AMENDMENT TO
AGREEMENT FOR PROFESSIONAL CONSULTANT SERVICES
PARTIES AND DATE.
This First Amendment to the Agreement for Professional Consultant Services (“ First Amendment”) is entered into on the ____ day of ________, 20___, by and between the City of Lake Forest, a municipal corporation, organized under the laws of the State of California, with its principal place of business at 100 Civic Center Drive , Lake Forest, CA 92630 (“City”) and Mike Linares, Inc., a California corporation, with its principal place of business at P.O. Box 3913, San Clemente, California 92672 ("Consultant"). City and Consultant are sometimes individually referred to herein as "Party" and collectively as "Parties." RECITALS.
2.1 Agreement. The Parties entered into that certain Agreement for professional Community Development Block Grant (CDBG) Consulting Services dated June 4, 2019 (“Agreement”).
2.2 First Amendment. The Parties now desire to amend the Agreement in order to extend the term of the Agreement and increase the total amount of compensation under the Agreement.
TERMS.
3.1 Term. Section 3.1.2 of the Agreement is hereby amended in its entirety to read as follows:
Term. The term of this Agreement shall be from July 1, 2019 to June 30, 2023, unless earlier terminated as provided herein. The City shall have the unilateral option, at its sole discretion, to renew this Agreement automatically for no more than one (1) additional one-year terms. Consultant shall complete the Services within the term of this Agreement, and shall meet any other established schedules and deadlines.
3.2 Compensation. Section 3.3.1 of the Agreement is hereby amended in its entirety to read as follows:
Consultant shall receive compensation, including authorized reimbursements, for all Services rendered under this Agreement at the rates set forth in Exhibit “C” attached hereto and incorporated herein by reference. The total compensation shall not exceed ONE
HUNDRED EIGHTY-FIVE THOUSAND TWO HUNDRED NINETY-
NINE DOLLARS ($185,299) without written approval of the City Council or City Manager as applicable. Extra Work may be authorized, as described below, and if authorized, will be compensated at the rates and manner set forth in this Agreement.
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55136.00200\31919338.1 Attachment “2”-1
ATTACHMENT “2” TO FIRST AMENDMENT TO
AGREEMENT FOR PROFESSIONAL CONSULTANT SERVICES
EXHIBIT “C”
COMPENSATION
Consultant shall be paid for services rendered in accordance with Section 3.3 of the Agreement and as described above under Exhibit "A" Scope of Services and the not to exceed fee of one hundred eighty-five thousand two hundred ninety -nine dollars ($185,299) billed on a time and materials basis according to the following schedule:
In the event that this Agreement is renewed pursuant to Section 3.1.2, the rates set forth above may be increased or reduced each year at the time of renewal, but any increase shall not exceed the Consumer Price Index, All Urban Consumers, Los Angeles-Riverside- Orange Counties.
ORIGINAL AGREEMENT
Consolidated Plan:
Description Cost per Task
Citizen Participation Plan $3,000
Review and Update
Consultation 6,500
Community Survey Prep/Analysis
Community Meetings
General Consultation
Consolidated Plan 16,500
Executive Summarv/Consultation
Housing Market Analysis
Housing & Community Needs Assessment
Strategic Plan
2020-2021 Annual Action Plan
Miscellaneous 5,000
Public Hearings
Plan Revision
IDIS Interface
Other Direct Costs (copies, travel)
Total Consolidated Plan Compensation $31,000
All other general CDBG consulting services shall be billed at a rate of $95 per hour.
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55136.00200\31919338.1 Attachment “2”-2
FIRST AMENDMENT
Consultant shall be paid for 2022 -2023 services rendered as described above under Exhibit "A" Scope of Services based on hourly rates which are listed below.
Staff Hourly
Rate
Principal $103.00
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CITY COUNCIL AGENDA REPORT
MEETING DATE: 6/21/2022
DEPARTMENT: Community Development
SUBJECT:
PROFESSIONAL CONSULTANT AGREEMENT AWARD FOR LOAN
PORTFOLIO MANAGEMENT CONSULTANT SERVICES
RECOMMENDED ACTION(S):
1. Award Professional Consultant Services Agreement to AmeriNational Community Services, LLC, dba AmeriNat, to provide Loan Portfolio Management Consultant Services.
2. Authorize the Mayor to sign, and the City Clerk to attest the agreement with AmeriNat, for Loan Portfolio Management Consultant Services, substantially in the form attached.
EXECUTIVE SUMMARY:
On February 22, 2022, the City Manager approved a Request for Proposal (“RFP”) for loan portfolio management services for the City’s Housing Rehabilitation Loan Program (“Housing Rehab Program”). The RFP process is complete, and staff recommends awarding a contract to AmeriNational Community Services (“AmeriNat”) for a term of three years, beginning July 1, 2022, with two one-year renewable options based on performance. AmeriNat would assist staff with loan portfolio management for existing and future Housing Rehab Program loans. The Housing Rehab Program is a key component of the City’s neighborhood preservation efforts, contributes to the overall aesthetics of Lake Forest’s neighborhoods, and assists the City in improving the housing stock, which is one of the goals in the City’s Housing Element and Five-Year CDBG Consolidated Plan.
The proposed Professional Services Agreement (“Agreement”) requires AmeriNat to perform loan portfolio management services for new and existing loans issued by the City with Community Development Block Grant (“CDBG”) funding or by the former Lake Forest Redevelopment Agency (“Agency”). Loans issued by the Agency were transferred to the Lake Forest Housing Authority (“Authority”) before the Agency’s dissolution. As the proposed tri-party Agreement is between the City, Authority, and AmeriNat, a companion staff Item: 13
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report on the Authority’s agenda recommends that the Authority Board approve the proposed Agreement.
The annual cost of services fluctuates based on the number of existing and new loans and the types of services that are required for the Housing Rehab Program (i.e., loan document preparation, new loan set up, credit reporting, monthly fees for deferred or amortized loans, etc.). These services would be funded by the CDBG grant, Authority funds, and CDBG revolving loan fund. There are sufficient funds allocated in the FY 2021-23 City and Authority Operating Budgets to provide these services.
BACKGROUND:
CDBG funds the Housing Rehab Program. It provides loans to income-eligible owners of mobile homes, condominiums, and single-family residential homes to address housing conditions in need of repair (e.g., roofing, plumbing, flooring, and electrical), with particular emphasis on Health and Safety Code violations.
The Housing Rehab Program is a key component of the City’s neighborhood preservation efforts, contributes to the overall aesthetics of Lake Forest’s neighborhoods, and assists the City in improving the housing stock, which is one of the goals of the City’s Housing Element and Five-Year CDBG Consolidated Plan. Services include loan document preparation, loan portfolio management for amortized and deferred loans, and related portfolio management services.
The City currently has an agreement with AmeriNat to service existing and future Housing Rehab Program loans. The current agreement expires on June 30, 2022, with no remaining term extension options. Consequently, staff issued an RFP to solicit loan portfolio management services from qualified firms.
DISCUSSION:
Per the City’s RFP process, staff posted the draft scope of work for Housing Rehab Loan Portfolio Management Services on the City’s website on January 27 to allow prospective vendors to provide initial comments or ask for clarification.
Due to the technical nature of the services and the complexity of maintaining compliance with the Federal regulations that govern the primary funding source of the Housing Rehab Program (i.e., CDBG), there are few firms that provide these services. Staff notified firms of the impending RFP, including the draft scope of work and comment period. Staff closed the comment period on February 3. No firms posed questions or recommended edits to the draft scope of work.
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On February 22, the City Manager authorized staff to post the RFP and approved the RFP’s Section Committee. The Selection Committee members were chosen based on their knowledge of the Housing Rehab Program. Committee Members are identified in Table 1 below.
Table 1: RFP Selection Committee
Staff Member Department
Director of Community Development Community Development Senior Planner Community Development
Senior Management Analyst City Manager’s Office
Staff posted the RFP through Planet Bids, the City’s resource for posting RFPs and RFQs, for 21 days ending on March 16. AmeriNat was the only firm to submit a proposal. Staff contacted the other firms regarding their decision not to respond to the RFP. Only two firms responded and indicated they do not service loans funded by CDBG, due to stringent Federal regulations and reporting requirements.
Typically, staff prefers to receive multiple proposals to confirm the City is receiving the best possible services at fair and competitive pricing. Staff considered re-issuing the RFP to acquire additional proposals, but determined re-issuing the RFP would likely result in a similar outcome based on the responses from two other firms. Additionally, AmeriNat is the City’s current provider and has met the City’s expectations of administering funds for the Housing Rehab Program. AmeriNat’s representatives provide prompt and efficient services and its customer service is exceptional. Consequently, staff evaluated AmeriNat’s proposal using the City’s standard process.
The Selection Committee evaluated AmeriNat’s proposal in accordance with the City’s Purchasing and Contracting Guidelines (“Purchasing Guidelines”). Based on the objective scoring criteria, the Selection Committee rated the candidates using a weighted scoring method and a maximum of 53 points for the Technical Review of the written proposal, 107 points for the interview, and 40 points for the cost proposal. AmeriNat’s technical proposal demonstrated its thorough understanding of the time and services required to execute the Agreement’s scope of services and advanced to the interview stage.
Interview scores were based on relevant experience, knowledge of CDBG- funded Rehabilitation Loan Programs, experience providing loan portfolio management services, and ability to provide superior customer service.
AmeriNat’s technical proposal and qualifications interview scores are identified in Table 2 below.
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Table 2: Technical Proposal and Qualifications Interview Scores Rater Technical
Review
Technical
Review Subtotal
Qualifications
Interview
Qualifications
Interview
Subtotal
1 49 95
2 52 96
3 51
152
102
293
As indicated in Table 2, AmeriNat received high scores for its technical proposal and interview performance. During the interview process, AmeriNat demonstrated its knowledge of Federal program requirements applicable to the Housing Rehab Program and emphasized excellent customer service for both City staff and loan recipients. Additionally, AmeriNat has provided long-standing services to several cities, including Mission Viejo, Bakersfield, San Clemente and Lake Forest.
After the qualifications interview, staff provided AmeriNat with the opportunity to submit a “last, best, and final” cost proposal. However, AmeriNat did not submit a revised cost proposal. The cost proposal reflected increased costs of services (relative to the current service agreement) and a new minimum monthly fee of $1,000. The current monthly average falls below the minimum, but the increased service fees will bridge the gap and augment our monthly cost above current expenditures. The annual cost of service varies based on the number of loans issued throughout the year and the number of existing loans that require payment and monitoring services. Consequently, the proposed compensation for the agreement, summarized in Table 3, includes $12,000 per year to meet the monthly minimum payment, plus an additional $3,000 contingency for each contract year, which would be used when the cost of services exceeds the monthly minimum.
Table 3: Proposed Compensation
Initial Agreement Minimum
Compensation
Contingency
Amount
Total Proposed
Compensation
3 Years $36,000 $9,000 $45,000
As required by the Purchasing Guidelines, staff conducted a reference check and received positive remarks from other cities AmeriNat services (Attachment 1).
Based on the technical proposal, qualifications interview, and cost proposal, staff recommends an award of agreement to AmeriNat. Staff recommends the City Council and Authority Board approve the proposed three-year Agreement with AmeriNat with a not to exceed total compensation of $45,000 (Attachment 2).
Consistent with the City’s Purchasing Guidelines, the Finance Department prepared the Agreement, and the City Attorney’s Office reviewed and approved it as to form.
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FISCAL IMPACT:
The proposed Agreement with AmeriNat includes compensation amount of $45,000 for a three-year term. The Agreement also includes two optional one- year extensions to the term. The City Council approved the FY 2022-23 CDBG Action Plan in May 2022 which includes funds for Housing Rehab Programs.
There are sufficient funds in the City and Authority Operating Budgets for FY 2022-23.
ATTACHMENTS:
1. Reference Check for AmeriNat
2. Professional Consultant Services Agreement with AmeriNat Initiated By: Ashley Melchor, Management Assistant
Submitted By: Gayle Ackerman, Director of Community Development Approved By: Debra Rose, City Manager
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ATTACHMENT 1
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Contact: Contact: Contact:
Name Larry Longenecker Ben Pongetti Cecilia Gallardo-Daly Title
Director of Community Development,
Formerly City of Mission Viejo
Interim Director of
Community Development,
City of Whittier
Community Development
Director, City of San
Clemente
Questions Response Response Response
What were the services performed? Housing Rehab Program: Loan Processing
Housing Rehab Loan
Processing
Housing Rehab Loan
Processing
How would you rate the quality of work?
Scale
1-5: 1 Poor, 2 Ok, 3 Good, 4 Very
Good, 5 Excellent
4 4 5
Did the firm meet all deadlines? Yes Yes Yes
Was regular communication
satisfactory? Yes Yes Yes
Would you consider using this firm for
future projects/services? Yes Yes Yes
How would you rate the firm’s
performance when interacting with
community stakeholders including
elected officials (Council Members) and
appointed commissioners? Scale
1-5: 1 Poor, 2 Ok, 3 Good, 4 Very
Good, 5 Excellent
N/A 3 N/A
Do you have any additional comments
or information regarding your
experience with the firm?
Never had any issues with the
company.
There are a limited group of
firms that provide this type of
service.
Very good record keeping.
Reference Check: AmeriNational Community Services, LLC Housing Rehabilitation Loan Portfolio Management
City of Lake Forest
Community Development
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ATTACHMENT 2
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CITY OF LAKE FOREST
PROFESSIONAL CONSULTANT SERVICES AGREEMENT
1. PARTIES AND DATE.
This Agreement is made and entered into this _____ day of ________, 20___, by and between the City of Lake Forest, a municipal corporation, organized under the laws of the State of California, with its principal place of business at 100 Civic Center Drive, Lake Forest, California, 92630 ("City") and AmeriNational Community Services, LLC dba AmeriNat, a Minnesota Limited Liability Company, with its principal place of business at 8121 E. Florence Avenue, Downey, CA 90240 ("Consultant"). City and Consultant are sometimes individually referred to herein as "Party" and collectively as "Parties."
2. RECITALS.
2.1 Consultant.
Consultant desires to perform and assume responsibility for the provision of certain professional loan portfolio management consulting services required by the City on the terms and conditions set forth in this Agreement. Consultant represents that it is experienced in providing professional loan portfolio management consulting services to public clients, is licensed in the State of California, and is familiar with the plans of City.
2.2 Project.
City desires to engage Consultant to render such professional loan portfolio management consulting services for the Housing Rehabilitation Loan Portfolio Management project ("Project") as set forth in this Agreement.
3. TERMS.
3.1 Scope of Services and Term.
3.1.1 General Scope of Services. Consultant promises and agrees to furnish to the City all labor, materials, tools, equipment, services, and incidental and customary work necessary to fully and adequately supply the professional loan portfolio management consulting services necessary for the Project ("Services"). The Services are more particularly described in Exhibit "A" attached hereto and incorporated herein by reference. All Services shall be subject to, and perfor med in accordance with, this Agreement, the exhibits attached hereto and incorporated herein by reference, and all applicable local, state and federal laws, rules and regulations. Additionally, Consultant shall comply with all Federal requirements applicable to the Services as set forth in Exhibit “A-I.”
3.1.2 Term. The term of this Agreement shall be from July 1, 2022 to June 30, 2025, unless earlier terminated as provided herein. The City shall have the unilateral option, at its sole discretion, to renew this Agreement automatically for no more than two (2) additional one- year terms. Consultant shall complete the Services within the term of this Agreement, and shall meet any other established schedules and deadlines.
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3.2 Responsibilities of Consultant.
3.2.1 Independent Contractor; Control and Payment of Subordinates . The Services shall be performed by Consultant or under its supervision. Consultant will determine the means, methods and details of performing the Services subject to the requirements of this Agreement. City retains Consultant on an independent contractor basis and not as an employee.
Consultant retains the right to perform similar or different services for others during the term of this Agreement. Any additional personnel performing the Services under this Agreement on behalf of Consultant shall also not be employees of City and shall at all times be under Consultant's exclusive direction and control. Neither City, nor any of its officials, officers, directors, employees or agents shall have control o ver the conduct of Consultant or any of Consultant's officers, employees, or agents, except as set forth in this Agreement. Consultant shall pay all wages, salaries, and other amounts due such personnel in connection with their performance of Services unde r this Agreement and as required by law. Consultant shall be responsible for all reports and obligations respecting such additional personnel, including, but not limited to: social security taxes, income tax withholding, unemployment insurance, disability insurance, and workers' compensation insurance.
3.2.2 Schedule of Services. Consultant shall perform the Services expeditiously, within the term of this Agreement, and in accordance with the Schedule of Services set forth in Exhibit "B" attached hereto and incorporated herein by reference. Consultant represents that it has the professional and technical personnel required to perform the Services in conformance with such conditions. In order to facilitate Consultant's conformance with the Schedule, City shall respond to Consultant's submittals in a timely manner. Upon request of City, Consultant shall provide a more detailed schedule of anticipated performance to meet the Schedule of Services.
3.2.3 Conformance to Applicable Requirements . All work prepared by Consultant shall be subject to the approval of City.
3.2.4 Substitution of Key P ersonnel. Consultant has represented to City that certain key personnel will perform and coordinate the Services under this Agreement. Should one or more of such personnel become unavailable, Consultant may substitute other personnel of at least equal competence upon written approval of City. In the event that City and Consultant cannot agree as to the substitution of key personnel, City shall be entitled to terminate this Agreement for cause. As discussed below, any personnel who fail or refuse to perf orm the Services in a manner acceptable to the City, or who are determined by the City to be uncooperative, incompetent, a threat to the adequate or timely completion of the Project or a threat to the safety of persons or property, shall be promptly remove d from the Project by the Consultant at the request of the City. The key personnel for performance of this Agreement are as follows: Katie Lee, Director of Client Services.
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3.2.5 City's Representative . The City hereby designates Gayle Ackerman, Director of Community Development, or her designee, to act as its representative in all matters pertaining to the administration and performance of this Agreement ("City's Representative").
City's Representative shall have the power to act on behalf of the City for review and approval of all products submitted by Consultant but not the authority to enlarge the Scope of Work or change the total compensation due to Consultant under this Agreement. The City Manager shall be authorized to act on City's behalf and to exec ute all necessary documents which enlarge the Scope of Work or change the Consultant's total compensation subject to the provisions contained in Section 3.3 of this Agreement. Consultant shall not accept direction or orders from any person other than the City Manager, City's Representative or his/her designee.
3.2.6 Consultant's Representative . Consultant hereby designates Katie Lee, Director of Client Services , or her designee, to act as its representative for the performance of this Agreement ("Consultant's R epresentative"). Consultant's Representative shall have full authority to represent and act on behalf of the Consultant for all purposes under this Agreement.
The Consultant's Representative shall supervise and direct the Services, using his/her best ski ll and attention, and shall be responsible for all means, methods, techniques, sequences, and procedures and for the satisfactory coordination of all portions of the Services under this Agreement.
3.2.7 Coordination of Services. Consultant agrees to work closely with City staff in the performance of Services and shall be available to City's staff, consultants and other staff at all reasonable times.
3.2.8 Standard of Care; Performance of Employees. Consultant shall perform all Services under this Agreement in a skillful and competent manner, consistent with the standards generally recognized as being employed by professionals in the same discipline in the State of California. Consultant represents and maintains that it is skilled in the professional calling necessary to perform the Services. Consultant warrants that all employees and subconsultants shall have sufficient skill and experience to perform the Services assigned to them. Finally, Consultant represents that it, its employees and subconsultants have all lic enses, permits, qualifications and approvals of whatever nature that are legally required to perform the Services, and that such licenses and approvals shall be maintained throughout the term of this Agreement.
As provided for in the indemnification provi sions of this Agreement, Consultant shall perform, at its own cost and expense and without reimbursement from the City, any services necessary to correct errors or omissions which are caused by the Consultant's failure to comply with the standard of care provided for herein. Any employee of the Consultant or its sub-consultants who is determined by the City to be uncooperative, incompetent, a threat to the adequate or timely completion of the Project, a threat to the safety of persons or property, or any employee who fails or refuses to perform the Services in a manner acceptable to the City, shall be promptly removed from the Project by the Consultant and shall not be re -employed to perform any of the Services or to work on the Project.
3.2.9 Laws and Regulations. Consultant shall keep itself fully informed of and in compliance with all local, state and federal laws, rules and regulations in any manner affecting the performance of the Project or the Services, including all Cal/OSHA requirements, and shall give all notices required by law. Consultant shall be liable for all violations of such laws and regulations in connection with Services. If Consultant performs any work knowing it to be contrary to such laws, rules and regulations, Consultant shall be solely responsible for all costs arising therefrom. Consultant shall defend, indemnify and hold City, its officials, directors, officers, Item: 13
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employees, agents, and volunteers free and harmless, pursuant to the indemnification provisions of this Agreement, from any claim or liability arising out of any failure or alleged failure to comply with such laws, rules or regulations.
3.2.10 Safety. Consultant shall execute and maintain its work so as to avoid injury or damage to any person or property. In carrying out its Services, the Consultant shall at all times be in compliance with all applicable local, state and federal laws, rules and regulations, and shall exercise all necessary precautions for the safety of employees appropriate to the nature of the work and the condition s under which the work is to be performed. Safety precautions, where applicable, shall include, but shall not be limited to: (A) adequate life protection and lifesaving equipment and procedures; (B) instructions in accident prevention for all employees a nd subconsultants, such as safe walkways, scaffolds, fall protection ladders, bridges, gang planks, confined space procedures, trenching and shoring, equipment and other safety devices, equipment and wearing apparel as are necessary or lawfully required to prevent accidents or injuries; and (C) adequate facilities for the proper inspection and maintenance of all safety measures.
3.2.11 Insurance. Consultant agrees to procure and maintain, at Consultant’s expense all insurance specified in Exhibit “D” attached hereto and by this reference incorporated herein. Consultant shall require all subconsultants to carry the same policies and limits of insurance that the Consultant is required to maintain, unless otherwise approved in writing by the City.
3.2.12 Water Quality Management and Compliance.
3.2.12.1 Storm Water Management. Storm, surface, nuisance, or other waters may be encountered at various times during the Services. Consultant hereby acknowledges that it has investigated the risk arising from such waters, and assumes any and all risks and liabilities arising therefrom.
3.2.12.2 Compliance with Water Quality Laws, Ordinances and Regulations. Consultant shall keep itself and all subcontractors, staff, and employees fully informed of and in compliance with all local, state and federal laws, rules and regulations that may impact, or be implicated by the performance of the Services including, without limitation, all applicable provisions of the City’s ordinances regulating water quality and storm water; the Federal Water Pollution Control Act (33 U.S.C. § 1251, et seq.); the California Porter -Cologne Water Quality Control Act (Water Code § 13000 et seq.); and any and all regulations, policies, or permits issued pursuant to any such authority. Consultant must additionally comply with the lawful requirements of the City, and any other municipality, drainage district, or other local agency with jurisdiction over the location where the Services are to be conducted, regulating water quality and storm water discharges.
3.2.12.3 Compliance with DAMP and LIP. In addition to compliance with the laws, ordinances and regulations listed in Section 3.2.12.2 of this Agreement, Consultant must comply with all applicable requirements of the Orange County Drainage Area Management Plan (“DAMP”), the City of Lake For est Local Implementation Plan (“LIP”) and the applicable Water Quality Management Plan (“WQMP”). The DAMP contains requirements related to design and construction of public projects. Consultant must be familiar the DAMP, and the LIP and comply with the requirements as specified therein.
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A copy of the DAMP is available on the internet at:
https://media.ocgov.com/gov/pw/watersheds/documents/damp/default.asp A copy of the LIP is available on the internet at:
http://www.lakeforestca.gov/depts/pw/water/local_implementation_plan_%28lip%29.asp More information on the applicable WQMP is available on the internet at:
http://www.lakeforestca.gov/depts/pw/water/water_quality_management_plan_(wqmp).asp
3.2.12.4 Standard of Care. Consultant warrants that all employees and subcontractors shall have sufficient skill and experience to perform the work assigned to them without impacting water quality in violation of the laws, regulations and policies described in Sections 3.2.12.2 and 3.2.12.3 of this Ag reement. Consultant further warrants that it, its employees and subcontractors have or will receive adequate training, as determined by the City, regarding these requirements as they may relate to the Services.
3.2.12.5 Liability for Non-compliance.
(A) Indemnity: Fa ilure to comply with laws, regulations, and ordinances listed in Sections 3.2.12.2 and 3.2.12.3 of this Agreement is a violation of federal and state law. Notwithstanding any other indemnity contained in this Agreement, Consultant agrees to indemnify and hold harmless the City, its officials, officers, agents, employees and authorized volunteers from and against any and all claims, demands, losses or liabilities of any kind or nature which the City, its officials, officers, agents, employees and authorized volunteers may sustain or incur for noncompliance with the laws, regulations, and ordinances listed above, arising out of or in connection with the Services, except for liability resulting from the sole established negligence, willful misconduct or active negligence of the City, its officials, officers, agents, employees or authorized volunteers.
(B) Defense: City reserves the right to defend any enforcement action or civil action brought against the City for Consultant’s failure to comply with any applicable water quality law, regulation, or policy. Consultant hereby agrees to be bound by, and to reimburse the City for the costs associated with, any settlement reached between the City and the relevant enforcement entity.
(C) Damages: City may seek damages from Consultant for delay in completing the Services caused by Consultant’s failure to comply with the laws, regulations and policies described in Sections 3.2.12.2 and 3.2.12.3 of this Agreement, or any other relevant water quality law, regulation, or policy.
3.3 Fees and Payments.
3.3.1 Compensation. Consultant shall receive compensation, including authorized reimbursements, for all Services rendered under this Agreement at the rates set forth in Exhibit "C" attached hereto and incorporated herein by reference. The total compensation shall not exceed FORTY-FIVE THOUSAND DOLLARS ($45,000) without written approval of the City Council or City Manager as applicable. Extra Work may be authorized, as described below, and Item: 13
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if authorized, will be compensated at the rates and manner set forth in this Agreement.
3.3.2 Payment of Compensation . Consultant shall submit to City a monthly invoice which indicates work completed and hours of Services rendered by Consultant. The invoice shall describe the amount of Services provided since th e initial commencement date, or since the start of the subsequent billing periods, as appropriate, through the date of the invoice.
Each invoice shall identify services rendered and corresponding fees. In the event that the cost of services in any month is less than the $1,000 minimum monthly fee provided for in Exhibit "C" of this Agreement, the invoice shall separately identify any charges not corresponding to services rendered as "Non-ascribed minimum monthly fee" or similar. City shall, within 30 days of receiving such invoice, review the invoice and pay all non -disputed and approved charges thereon. If the City disputes any of Consultant's fees, the City shall give written notice to Consultant within thirty (30) days of receipt of an invoice of any disputed fees set forth therein.
3.3.3 Reimbursement for Expenses. Consultant shall not be reimbursed for any expenses unless authorized in writing by City, or included in Exhibit "C" of this Agreement.
3.3.4 Extra Work . At any time during the term of this Agreement , City may request that Consultant perform Extra Work. As used herein, "Extra Work" means any work which is determined by City to be necessary for the proper completion of the Project, but which the Parties did not reasonably anticipate would be necessary at the execution of this Agreement.
Consultant shall not perform, nor be compensated for, Extra Work without written authorization from the City.
3.3.5 Rate Increases. In the event that this Agreement is renewed pursuant to Section 3.1.2, the rate set forth in Exhibit “C” may be adjusted each year at the time of renewal as set forth in Exhibit “C.”
3.4 Labor Code Requirements.
3.4.1 Prevailing Wages. Consultant is aware of the requirements of California Labor Code Section 1720, et seq., and 1770, et seq., as well as California Code of Regulations, Title 8, Section 16000, et seq., ("Prevailing Wage Laws"), which require the payment of prevailing wage rates and the performance of other requirements on "public works" and "maintenance" projects. If the Services are being performed as part of an applicable "public works" or "maintenance" project, as defined by the Prevailing Wage Laws, and since the total compensation is $1,000 or more, Consultant agrees to fully comply with such Prevailing Wage Laws. City shall provide Consultant with a copy of the prevailing rates of per diem wages in effect at the commencement of this Agreement. Consultant shall make copies of the prevailing rates of per diem wages for each craft, classification or type of worker needed to exe cute the Services available to interested parties upon request, and shall post copies at the Consultant's principal place of business and at the project site. It is the intent of the parties to effectuate the requirements of sections 1771, 1774, 1775, 177 6, 1777.5, 1813, and 1815 of the Labor Code within this Agreement, and Con sultant shall therefore comply with such Labor Code sections to the fullest extent required by law. Consultant shall defend, indemnify and hold the City, its officials, officers, employees, agents, and volunteers free and harmless from any claim or liability arising out of any failure or alleged failure to comply with the Prevailing Wage Laws.
3.4.2 Registration. If the Services are being performed as part of an applicable “public works” or “maintenance” project, in addition to the foregoing, then pursuant to Labor Code Item: 13
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sections 1725.5 and 1771.1, the Consultant and all subconsul tants must be registered with the Department of Industrial Relations (“DIR”). Consultant shall maintain registration for the duration of the project and require the same of any subconsultants. This project may also be subject to compliance monitoring and enforcement by the DIR. It shall be Contractor’s sole responsibility to comply with all applicable registratio n and labor compliance requirements, including the submission of payroll records directly to the DIR.
3.5 Accounting Records.
3.5.1 Maintenance and Inspection . Consultant shall maintain complete and accurate records with respect to all costs and expenses incurred under this Agreement. All such records shall be clearly identifiable. Consultant shall allow a representative of City during normal business hours to examine, audit, and make transcripts or copies of such records and any other documents created pursuant to this Agreement. Consultant shall allow inspection of all work, data, documents, proceedings, and activities related to the Agreement for a period of three (3) years from the date of final payment under this Agreement.
3.6 General Provisions.
3.6.1 Termination of Agreement.
3.6.1.1 Grounds for Termination . City may, by written notice to Consultant, terminate the whole or any part of this Agreement at any time and without cause by giving written notice to Consultant of such termination, and specifying the effective date the reof, at least seven (7) days before the effective date of such termination. Upon termination, Consultant shall be compensated only for those services which have been adequately rendered to City, and Consultant shall be entitled to no further compensation . Consultant may not terminate this Agreement except for cause.
3.6.1.2 Effect of Termination . If this Agreement is terminated as provided herein, City may require Consultant to provide all finished or unfinished Documents and Data and other information of any kind prepared by Consultant in connection with the performance of Services under this Agreement. Consultant shall be required to provide such document and other information within fifteen (15) days of the request.
3.6.1.3 Additional Services. In the event this Ag reement is terminated in whole or in part as provided herein, City may procure, upon such terms and in such manner as it may determine appropriate, services similar to those terminated.
3.6.1.4 Delivery of Notices. All notices permitted or required under this Agreement shall be given to the respective parties at the following address, or at such other address as the respective parties may provide in writing for this purpose:
Consultant: AmeriNational Community Services, LLC dba AmeriNat 8121 E. Florence Avenue
Downey, CA 90240
ATTN: Katie Lee, Director of Client Services
City: City of Lake Forest
100 Civic Center Drive
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Lake Forest, CA 92630
ATTN: City Clerk
Such notice shall be deemed made when personally delivered or when mailed, forty -eight (48) hours after deposit in the U.S. Mail, first class postage prepaid and addressed to the party at its applicable address. Actual notice shall be deemed adequate notice on the date actual notice occurred, regardless of the method of service.
3.6.2 Ownership of Materials and Confidentiality.
3.6.2.1 Documents & Data; Licensing of Intellectual Property . This Agreement creates a non-exclusive and perpetual license for City to copy, use, modify, reuse, or sublicense any and all copyrights, designs, and other intellectual property embodi ed in plans, specifications, studies, drawings, estimates, and other documents or works of authorship fixed in any tangible medium of expression, including but not limited to, physical drawings or data magnetically or otherwise recorded on computer diskett es, which are prepared or caused to be prepared by Consultant under this Agreement ("Documents & Data"). Consultant shall require all subconsultants to agree in writing that City is granted a non -exclusive and perpetual license for any Documents & Data the subconsultant prepares under this Agreement. Consultant represents and warrants that Consultant has the legal right to license any and all Documents & Data.
Consultant makes no such representation and warranty in regard to Documents & Data which were prepared by design professionals other than Consultant or provided to Consultant by the City. City shall not be limited in any way in its use of the Documents & Data at any time, provided that any such use not within the purposes intended by this Agreement shall be at City's sole risk.
3.6.2.2 Confidentiality. All ideas, memoranda, specifications, plans, procedures, drawings, descriptions, computer program data, input record data, written information, and other Documents & Data either created by or provided to Con sultant in connection with the performance of this Agreement shall be held confidential by Consultant. Such materials shall not, without the prior written consent of City, be used by Consultant for any purposes other than the performance of the Services. Nor shall such materials be disclosed to any person or entity not connected with the performance of the Services or the Project. Nothing furnished to Consultant which is otherwise known to Consultant or is generally known, or has become known, to the rel ated industry shall be deemed confidential. Consultant shall not use City's name or insignia, photographs of the Project, or any publicity pertaining to the Services or the Project in any magazine, trade paper, newspaper, television or radio production or other similar medium without the prior written consent of City.
3.6.2.3 Confidential Information. The City shall refrain from releasing Consultant’s proprietary information ("Proprietary Information") unless the City's legal counsel determines that the release o f the Proprietary Information is required by the California Public Records Act or other applicable state or federal law, or order of a court of competent jurisdiction, in which case the City shall notify Consultant of its intention to release Proprietary I nformation.
Consultant shall have five (5) working days after receipt of the Release Notice to give City written notice of Consultant's objection to the City's release of Proprietary Information. Consultant shall indemnify, defend and hold harmless the City, and its officers, directors, employees, and agents from and against all liability, loss, cost or expense (including attorney’s fees) arising out of a legal action brought to compel the release of Proprietary Information. City shall not release the Proprietary Information after receipt of the Objection Notice unless either: (1) Consultant fails to fully indemnify, defend (with City's choice of legal counsel), and hold City harmless from any legal Item: 13
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action brought to compel such release; and/or (2) a final and non-appealable order by a court of competent jurisdiction requires that City release such information.
3.6.3 Cooperation; Further Acts . The Parties shall fully cooperate with one another, and shall take any additional acts or sign any additional documents as may be necessary, appropriate or convenient to attain the purposes of this Agreement.
3.6.4 Attorney's Fees. If either party commences an action against the other party, either legal, administrative or otherwise, arising out of or in connection with this Agreement, the prevailing party in such litigation shall be entitled to have and recover from the losing party reasonable attorney's fees and all other costs of such action.
3.6.5 Indemnification.
To the fullest extent permitted by law, Consultant shall defend (with counsel of City’s choosing), indemnify and hold the City, its officials, officers, employees, volunteers and agents free and harmless from any and all claims, demands, causes of action, costs, expenses, liability, loss, damage or injury of any kind, in law or equity, to property or persons, including wrongful death, in any manner arising out of, pertaining to, or incident to any alleged acts, errors or omissions, or willful misconduct of Consultant, its officials, officers, employees, subcontractors, consultants or agents in connection with the performance of the Consultant's Services, the Project or this Agreement, including without limitation the payment of all damages, expert witness fees and attorneys fees and other related costs and expenses. Consultant's obligation to indemnify shall not be restricted to insurance proceeds, if any, received by the Consultant or the City, its officials, officers, employees, agents or volunteers. Consultant's liability under this paragraph is limited to the amount Consultant has been paid in servicing fees under the program.
If Consultant ’s obligation to defend, indemnify, and/or hold harmless arises out of Consultant’s performance as a “design professional” (as that term is defined under Civil Code section 2782.8), then, and only to the extent required by Civil Code section 2782.8, which is fully incorporated herein, Consultant ’s indemnification obligation shall be limited to claims that arise out of, pertain to, or relate to the negligence, recklessness, or willful misconduct of the Consultant, and, upon Consultant obtaining a final adjudication by a court of competent jurisdiction, Consultant’s liability for such claim, including the cost to defend, shall not exceed the Consultant’s proportionate percentage of fault.
3.6.6 Entire Agreement. This Agreement contains the entire Agreemen t of the parties with respect to the subject matter hereof, and supersedes all prior negotiations, understandings or agreements. This Agreement may only be modified by a writing signed by both parties.
3.6.7 Governing Law. This Agreement shall be governed by the laws of the State of California. Venue shall be in Orange County.
3.6.8 Time of Essence. Time is of the essence for each and every provision of this Agreement.
3.6.9 City's Right to Employ Other Consultants . City reserves right to employ other consultants in connection with this Project.
3.6.10 Successors and Assigns . This Agreement shall be binding on the Item: 13
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successors and assigns of the parties.
3.6.11 Assignment or Transfer. Consultant shall not assign, hypothecate, or transfer, either directly or by operation of law, this Agreement or any interest herein without the prior written consent of the City which such consent shall not be unreasonably withheld . Any attempt to do so shall be null and void, and any assignees, hypothecates or transferees shall acquire no right or interest by reason of such attempted assignment, hypothecation or transfer.
3.6.12 Construction; References; Captions. Since the Parties or their agents have participated fully in the preparation of this Agreement, the language of this Agreement shall be construed simply, according to its fair meaning, and not strictly for or against any Party.
Any term referencing time, days or period for performance shall be deemed calendar days and not work days. All references to Consultant include all personnel, employees, agents, and subconsultants of Consultant, except as otherwise specified in this Agreement. All references to City include its elected officials, officers, employees, agents, and volunteers except as otherwise specified in this Agreement. The captions of the various articles and paragraphs are for convenience and ease of reference only, and do not define, limit, augment, or describe the scope, content, or intent of this Agreement.
3.6.13 Amendment; Modification. No supplement, modification, or amendment of this Agreement shall be binding unless executed in writing and signed by both Parties.
3.6.14 Waiver. No waiver of any default shall constitute a waiver of any other default or breach, whether of the same or other covenant or condition. No waiver, benefit, privilege, or service voluntarily given or performed by a Party shall give the other Party any contractual rights by custom, estoppel, or otherwise.
3.6.15 No Third -Party Beneficiaries . There are no intended third party beneficiaries of any right or obligation assumed by the Parties.
3.6.16 Invalidity; Severability. If any portion of this Agreement is declared invalid, illegal, or otherwise unenforceable by a court of competent jurisdiction, the remaining provisions shall continue in full force and effect.
3.6.17 Prohibited Interests. Consultant maintains and warrants that it has not employed nor retained any company or person, other than a bona fide employee working solely for Consultant, to solicit or secure this Agreement. Further, Consultant warrants that it has not paid nor has it agreed to pay any company or person, other than a bon a fide employee working solely for Consultant, any fee, commission, percentage, brokerage fee, gift or other consideration contingent upon or resulting from the award or making of this Agreement. For breach or violation of this warranty, City shall have the right to rescind this Agreement without liability. For the term of this Agreement, no member, officer or employee of City, during the term of his or her service with City, shall have any direct interest in this Agreement, or obtain any present or antic ipated material benefit arising therefrom.
3.6.18 Equal Opportunity Employment. Consultant represents that it is an equal opportunity employer and it shall not discriminate against any subconsultant, employee or applicant for employment because of race, religion, color, national origin, handicap, ancestry, sex or age. Such non -discrimination shall include, but not be limited to, all activities related to initial employment, upgrading, demotion, transfer, recruitment or recruitment advertising, layoff or Item: 13
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termination. Consultant shall also comply with all relevant provisions of City's Minority Business Enterprise program, Affirmative Action Plan or other related programs or guidelines currently in effect or hereinafter enacted.
3.6.19 Labor Certification. By its signature hereunder, Consultant certifies that it is aware of the provisions of Section 3700 of the California Labor Code which require every employer to be insured against liability for Worker's Compensation or to undertake self-insurance in accordance with the provisions of that Code, and agrees to comply with such provisions before commencing the performance of the Services.
3.6.20 Authority to Enter Agreement. Consultant has all requisite power and authority to conduct its business and to execute, deliver, and perform the Agreement. Each Party warrants that the individuals who have signed this Agreement have the legal power, right, and authority to make this Agreement and bind each respective Party.
3.6.21 Counterparts. This Agreement may be signed in counterparts, each of which shall constitute an original.
3.7 Subcontracting.
3.7.1 Prior Approval Required. Consultant shall not subcontract any portion of the work required by this Agreement, except as expressly stated herein, without prior written approval of City. Subcontracts, if any, shall contain a provision making them subject to all provisions stipulated in this Agreement.
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Exhibit “A”-1
EXHIBIT "A"
SCOPE OF SERVICES
Loan Document Preparation
Once a loan has been approved, the City shall forward to Consultant a Request for Loan Documents containing required information to complete the preparation of loan documents. In accordance with the loan document request, Consultant shall prepare and forward the following documents within five (5) business days for the City’s execution:
Deed of Trust
Promissory Note
Truth in Lending Disclosure Statement
Request for Notice of Default and Sale
Notice of Right to Cancel
Control Instructions
Declaration of Covenants, Conditions, and Restrictions (CC&Rs) Other documents as agreed to with the City
Once the documents are executed by the borrower, the Deed of Trust and Request for Notice are returned to Consultant for recordation with the County Recorder. Following the recording of the Deed of Trust, Consultant shall confirm that the City’s lien position is secure by updating title (when approved by the City).
Loan Servicing for Amortized and Deferred Loans
1. Collection and Remittance of Payments: Consultant will collect payments from the borrowers through monthly or other scheduled remittances of principal, interest, fees, escrow balances and other identified payments. These remittances will be posted to the loan and ancillary records in accordance with the loan documents and the City’s written instructions. Payments will be posted the same day as receipt. All funds will be maintained in an FDIC insured banking institution in a custodial account for the benefit of the City and the borrowers as applicable. Consultant will ensure the proper balancing of cash received and transmitted and loan portfolio totals on a daily and monthly basis. Remittances will be forwarded to the City monthly net of fees and other authorized charges due to Consultant.
2. Payment of Property Taxes: At the City’s request, Consultant will monitor the timely payment of property taxes. Tax service will be required to monitor payment of property tax.
3. Insurance Monitoring: Consultant will notify the insurance agent in writing that Consultant is monitoring premium payments and that consultant should be made aware of delinquencies or cancellations. Consultant will force place insurance in accordance with respective regulation (see Insurance section).
4. Escrow/Impound Account: If the City chooses, Consultant will establish an escrow/impound account for any borrower for the payment of taxes and insurance.
Many borrowers find it easier to pay into an escrow account on a monthly basis Item: 13
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Exhibit “A”-2
rather than making large semi-annual or annual tax and insurance payments.
Consultant will collect the monthly escrow payment from the borrower and make the tax and insurance payments on the borrower’s behalf. The borrower escrow accounts will be analyzed annually in accordance with the Real Estate Settlement Procedures Act (RESPA). Tax service is necessary to ensure the timely and accurate payment of property taxes.
5. Late Fees: In keeping with the provisions of the City’s promissory note, Consultant will assess and retain a late fee when payment is not made within the grace period.
Lender Placed Insurance
In accordance with respective regulation, upon notification of a policy cancellation from the borrower’s insurance carrier, or when proof of a current policy is not received, Consultant will request lender-placed insurance from Consultant’s insurance provider.
1. Coverage is instantly bound upon receipt of request with an effective date up to 90 days prior to receipt of Consultant’s request.
2. Consultant’s insurance provider or their carrier will send out three letters to the borrower over the course of forty-five days. If the borrower provides proof of coverage, lender- placed coverage will be cancelled.
3. If the effective date of this coverage is the same and there is no lapse in coverage, there will be no premium charged. If there is a lapse in coverage, there may be a fee charged to the borrower’s account for an earned premium.
4. If the borrower does not provide proof of coverage, Consultant’s insurance provider will send an insurance policy and notification of premium to the borrower and bill Consultant for a one-year policy. If the borrower does not have an established impound account; Consultant will create one and disburse the premium from it. If the borrower fails to pay the premium before the end of the month, and the disbursed premium results in an escrow deficit balance, said balance will be accounted for in that month’s reconciliation of the City Escrow Deficit Account. If the aggregate portfolio remittance for said month is insufficient to cover the deficit amount, City will be billed and responsible for the cost until recouped from the borrower. Any pay-off quotations or demands will reflect any impound deficit amounts (caused by the cost of any forced-place insurance or other advances) so that the borrower will still be held responsible for the cost even if they are unresponsive.
The Portfolio Status Report, delivered monthly to the City, will also reflect such negative impound balances (i.e. the total amount of such premiums owed by borrower).
5. The one-year policy is cancelable at any time by either Consultant or the City.
Account Inquiries
When requested by a borrower, Consultant will provide a detailed statement of all transactions relating to the borrower’s payments and/or escrow account.
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Exhibit “A”-3
Non-sufficient Funds (NSF) Checks
In the event that a check is returned unpaid due to non-sufficient funds, a returned check fee may be assessed. A letter will be sent to the borrower requesting immediate payment plus the returned check fee. If this fee is not received, a memo will be placed on the individual’s account and the fee will be collected at the time the loan is paid off.
Additional Portfolio Management Services
1. Loan Payoff Quotations, Satisfactions, Reconveyances: Consultant will provide Loan Payoff Quotations and will perform Satisfactions and Reconveyances of Mortgage at the borrower’s expense for any loan at the City’s request.
2. Loan Amortization Schedules: Consultant will provide Loan Amortization Schedules for any loan at the City’s request.
3. 1098 Tax Forms: Pursuant to IRS regulations and, on behalf of the City, Consultant will submit required 1098 tax form for any and all borrowers paying interest on any City loan.
4. Year-End Account Summary: Consultant will supply a year-end account summary statement to each borrower if there has been principal, interest or escrow activity on their account. The report will indicate principal, and interest paid, amount of payments Consultant made on the borrower’s behalf for taxes and insurance, and any remaining escrow balance.
5. Tickler Notifications: Consultant will provide for an annual tickler notification to any borrower, at the City’s request.
Loan Transfer
In the event the City requires Consultant to transition loans back to the City or to another servicer, Consultant will gather and package all loan files (hard-copy and/or electronic copy) for shipment. Consultant’s will work with the City’s staff to electronically transmit servicing data in an agreed upon format.
Loan Reconstruction
Reconstruction work may involve a detailed review of payment histories to determine posting accuracy and compliance with promissory notes, truth in lending statements, and other applicable related loan documents.
Reports
Consultant’s standard reports are designed to meet the City’s objectives and funding source requirements. Data reporting is flexible and can be reported in several ways, including program type, funding source and funding year. Consultant may also provide soft-copy reports and electronic reporting.
1. Portfolio Status Report: The report provides a complete accounting per loan of the total portfolio. The report identifies annual payments made, remaining balances, borrower's Item: 13
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name and account number, original loan balance, interest rate, and loan term. For those deferred loans accruing interest, the report shows the ongoing accrued interest balance.
2. Current Month Reconciliation Report: This report serves as reconciliation for the loan payments remitted by borrowers.
3. Delinquent Aging Report: This report reflects delinquent accounts at the 30, 60, 90, and over 90-day levels. Borrower accounts moved into the forbearance or foreclosure process are designated.
4. Loan Amortization Schedule: The Loan Amortization Schedule shows the breakout of principal and interest paid for each payment during the term of the loan. This schedule is useful in determining how much principal is still owed and how much interest has been paid, at any period of time. This report can also be used in determining any balloon amounts due per the terms of the note.
5. Escrow Analysis Report: For loans requiring monthly escrow/impound payments for taxes and/or insurance, Consultant conducts an annual escrow analysis to determine the proper monthly payment a given borrower needs to make in order to cover future tax and insurance payments. This report is especially useful when escrow requirements change significantly, e.g., a marked increase in property tax due to a reassessment or supplemental tax.
6. Account Status Information Report: Provides borrower profile, loan term and current balance and status information for individual borrower accounts within a City’s portfolio.
7. Current Year Payment History: Details transactions on individual accounts for the current year’s activity.
Loss Mitigation
Consultant will provide loss mitigation services for loans, including Community Development Block Grant program loans.
Consultant provides treatment for delinquent mortgages through positive pressure that is fair but firm.
The following policy of follow-up will be adhered to by Consultant to minimize any loss of income to the City:
1. New Borrower Delinquency: Early delinquency can be a sign of a chronic delinquent borrower. Consultant forwards its first letter to new delinquent borrowers at 5 days past the first payment due date. If there is no response, a second letter is sent at 15 days.
Borrowers are invited to contact consultant to discuss difficulties they may be facing in meeting their obligations. If no response is received to either letter, due diligence phone calls begin at 17 days delinquent.
2. Delinquency/Default Letter Production: Letters of varying tone and composition will be sent at 15, 30 and 45 and 90 days past the payment due date. The 45 day letter will include the Consumer Financial Protection Bureau (CFPB) mandated notification Item: 13
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informing the borrower of the available loss mitigation options. The 90-day letter will detail for the borrower possible escalated collection activity up to and including foreclosure. The letters emphasize the seriousness of the situation, the potential for loss of the borrower’s property, and demands immediate payment.
3. Due Diligence Phone Calls: Telephone calls will be placed to all mortgage loan borrowers in accordance with CFPB guidance and best practices. Consultant will attempt to establish live contact with the borrower beginning on the 17th day of delinquency with a good faith goal of establishing contact with the borrower by the 36th day of delinquency. Consultant will make one or more subsequent attempts to contact the borrower every 30 days thereafter. The objective of the call is to secure or demand prompt payment, obtain information needed to determine the reason for the delinquency, and to gain a commitment for future payments.
4. Credit Reporting: Consultant will report to the credit bureaus any borrower payment activity on a monthly basis.
5. Confirmation Letters: Contact with borrowers is used to solicit commitments to repay past due amounts. A borrower will be provided with the opportunity to bring the loan current immediately, and within six months. Once a commitment is gained, Consultant will forward a confirmation letter to document both the call and the commitment. The revised payment plan of no greater than six month’s duration is then implemented.
Default under this plan may cause Consultant to recommend foreclosure.
Forbearance Plans
Consultant will provide foreclosure or forbearance services for loans, including Community Development Block Grant program loans, if requested by the City.
Formal forbearance plans are typically used for defaults of 90+ days. A forbearance plan of less than six months duration is executed by the borrower and immediately implemented by Consultant, with notice immediately provided to the City. Formal modifications to promissory note terms and forbearance plans of greater than six months duration are forwarded to the City for pre-approval. Before the borrower executes the agreement, the City is requested to approve the plan.
Once approved, Consultant will implement the new payment schedule. Should a borrower default from the new payment schedule without cause, Consultant will recommend foreclosure.
Forbearance Evaluation Process: A hardship is defined as a situation or set of events or circumstances beyond the normal control of the borrower that prohibits the borrower from adhering to a planned repayment schedule. If a borrower states, either verbally or in writing, that a hardship situation exists, Consultant will document the circumstances and provide the following:
i. Letter from borrower requesting the City’s consideration of hardship ii. Nature of the hardship
iii. Expected duration of the hardship
iv. Evidence to substantiate hardship
v. Forbearance Plan Proposal
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If the City approves the Forbearance Plan Proposal and executes the agreement with the borrower, Consultant will resume loan servicing under the new payment plan. The file will be tickled for follow-up at the expiration of the temporary plan.
Consultant’s objective is to formulate a plan to bring the loan current as soon as possible.
However, in light of the City original purpose in making these loans (to assist the low/moderate income and disadvantaged citizens of its community), Consultant may recommend forbearance plans that defer all or part of the regular repayments for a specified period of time.
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EXHIBIT "A-I"
FEDERALLY REQUIRED PROVISIONS FOR SERVICES
Byrd Anti-Lobbying Amendment (31 U.S.C. 1352)—Contractors that apply or bid for an award exceeding $100,000 must file the required certification. Each tier certifies to the tier above that it will not and has not used Federal appropriated funds to pay any person or organization for influencing or attempting to influence an officer or employee of any agency, a member of Congress, officer or employee of Congress, or an employee of a member of Congress in connection with obtaining any Federal contract, grant or any other award covered by 31 U.S.C. 1352. Each tier must also disclose any lobbying with non-Federal funds that takes place in connection with obtaining any Federal award. Such disclosures are forwarded from tier to tier up to the non-Federal award.
Debarment and Suspension (Executive Orders 12549 and 12689)—A contract award (see 2 CFR 180.220) must not be made to parties listed on the governmentwide exclusions in the System for Award Management (SAM), in accordance with the OMB guidelines at 2 CFR 180 that implement Executive Orders 12549 (3 CFR part 1986 Comp., p. 189) and 12689 (3 CFR part 1989 Comp., p. 235), “Debarment and Suspension.” SAM Exclusions contains the names of parties debarred, suspended, or otherwise excluded by agencies, as well as parties declared ineligible under statutory or regulatory authority other than Executive Order 12549 Item: 13
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Exhibit “B”-1
EXHIBIT "B"
SCHEDULE OF SERVICES
Services are described in Exhibit “A” Scope of Services shall be performed by Consultant at the direction of the City.
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Exhibit “C”-1
EXHIBIT "C"
COMPENSATION
Consultant shall be paid for services rendered in accordance with Section 3.3 of the Agreement and as described above under Exhibit “A” Scope of Services the not to exceed fee of forty -five thousand dollars ($45,000) billed on a time and materials basis ac cording to the following schedule:
Loan Documentation Preparation Services
1. A fee of $295.00 plus pass-through costs is charged for loan document preparation.
2. A project for which credit, title, or appraisals have been supplied by AmeriNat, but which is thereafter canceled without performance of loan document preparations, a cancellation fee of $90.00 plus outside costs applies. A project will be considered cancelled if a Loan Documents Request is not received within sixty (60) days of ordering the aforementioned services.
3. A fee of $30.00 will be charged for a document that is re-drafted at the request of the City due to actions by the City.
Loan Portfolio Management
Flow Loan Set-Up Fee: $45.00 per loan
Monthly Service Fee for Amortized Loans: $16.58 per loan per monthy Escrowing and/or monitoring of taxes and insurance are included with the service at no additional cost except for a one-time tax service vendor fee if applicable transferable tax contracts are not already in place.
Monthly Service for Deferred Loans:
i. Warehouse: $2.25 per loan per month
ii. Warehouse and monitor of taxes and/or insurance: $5.85 per loan per month plus one- time tax service vendor fee.
iii. Warehouse and escrow of taxes and/or insurance: $16.58 per loan per month plus a one-time tax service vendor fee.
iv. Flat fee for receiving occasional payments on deferred loans: $16.58 per payment Tax-Service Pass-Through Cost
If it is determined that Tax S ervice is needed, then a one -time fee of $72.50 per loan upfront at time of servicing commencement will be charged (may be assessable to borrower) for loan amounts up to $500,000. For loan amounts over $500,000, there is an additional charge of $10 per $100,000. Future charges may vary based on outside vendor pricing.
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Please note: Additional or supplemental charges that may be imposed by the respective taxing authority for procurement of duplicate tax bills will be directly passed through to the City.
Forbearance Plans
If requested by the City, AmeriNat will charge a flat fee of $395.00 per loan per occurrence to institute a formal forbearance plan (usually in excess of 6 months in duration and with approval of the City). The City may require the borrower to pay this fee. Informal forbearances (usually less than 6 months in duration) to allow a delinquent borrower to catch up and bring their loan current are performance at no charge to the borrower or the City.
Per-Event Fees
Tickler Notifications: A $12.50 per notification may be charged Loan Transfer Fee: $75.00 per loan one-time if transferred from AmeriNat
Note: Pass-through (reimbursable) expenses not reimbursed monthly, will be considered servicer advances and will be subject to an interest charge a t a rate of 1% per month compounded. A finance charge of 1% per month compounded will be applied to invoices outstanding and unpaid for more than 60 days.
Extraordinary Account Research and/or Loan Reconstruction AmeriNat will conduct ongoing routine maintenance and general customer service activities on borrower information and balances as part of the servicing duties at no additional cost.
Should the City request additional research to be conducted, or if the City engag es AmeriNat to conduct a Loan Reconstruction Service on its portfolio, an extraordinary research fee of $150.00 per hour will be charged, with a minimum one hour per occurrence. Such fee will be approved by the City before the research is conducted.
When research is conducted at the request of the City because of a discrepancy between the City’s records and AmeriNat’s records relating to the principal balance or other loan information, and the result of the research determines that the discrepancy was the results of activity being posted at the City and not forwarded to AmeriNat for updating its records, the extraordinary research fee will be charged for the time spent on the research.
In the event the City requests additional services to be performed by AmeriNat not specifically set forth in the Scope of Services and AmeriNat agrees to perform the requested additional service(s), AmeriNat will undertake such service(s) after receiving written authorization from City. Additional compensation for such service(s) will be allowed as agreed upon in writing by both the City and AmeriNat.
Minimum Monthly Fees
Fees are subject to a minimum monthly amount of $1,000 per month. The minimum is applicable to City-wide services, including fees for all services provided and including work provided to other departments or loan portfolios of the City.
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clearly and separately identify any charges not corresponding to services rendered as "Non - ascribed minimum monthly fee" or similar.
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Exhibit “D”-1
EXHIBIT “D”
INSURANCE REQUIREMENTS
3.2.11 Insurance.
3.2.11.1 Time for Compliance . Consultant shall not commence work under this Agreement until it has provided evidence satisfactory to the City that it has secured all insurance required under this section. In addition, Consultant shall not allow any subconsultant to commence work on any subcontract until it has provided evidence satisfactory to the City that the subconsultant has secured all insurance required under this section.
3.2.11.2 Types of Insurance Required. As a condition precedent to the effectiveness of this Agreement for work to be performed hereunder, and without limiting the indemnity provisions of the Agreement, the Consultant, in partial performance of its obligations under such Agreement, shall procure and maintain in full force and effect during the term of the Agreement the following policies of insurance. If the existing policies do not meet the insurance requirements set forth herein, Consultant agrees to amend, supplement or endorse t he policies to do so.
(A) Commercial General Liability: Commercial General Liability Insurance which affords coverage at least as broad as Insurance Services Office "occurrence" form CG 0001, or the exact equivalent, with limits of not less than $1,000,000 per occurrence and no less than $2,000,000 in the general aggregate. Defense costs shall be paid in addition to the limits. The policy shall contain no endorsements or provisions (1) limiting coverage for contractual liability; (2) excluding coverage for claims or suits by one insured against another (cross-liability); or (3) containing any other exclusion(s) contrary to the terms or purposes of this Agreement. (B) Automobile Liability Insurance: Automobile Liability Insurance with coverage at least as broad as Insurance Services Office Form CA 0001 covering "Any Auto" (Symbol 1), or the exact equivalent, covering bodily injury and property damage for all activities with limits of not less than $1,000,000 combined limit for each occurrence. (C) Workers' Compensat ion: Workers' Compensation
Insurance, as required by the State of California and Employer's Liability Insurance with a limit of not less than $1,000,000 per accident for bodily injury and disease. (D) Professional Liability (Errors & Omissions): Professional Liability insurance or Errors & Omissions insurance appropriate to Consultant’s profession with limits of not less than $1,000,000. Covered professional services shall specifically include all work to be performed under the Agreement and delete any exclusions that may potentially affect the work to be performed (for example, any exclusions relating to lead, asbestos, pollution, testing, underground storage tanks, laboratory analysis, soil work, etc.). If coverage is written on a claims-made basis, the retroactive date shall precede the effective date of the initial Agreement and continuous coverage will be maintained or an extended reporting period will be exercised for a period of at least three (3) years from termination or expiration of this Agreement.
3.2.11.3 Insurance Endorsements . Required insurance policies shall contain the following provisions, or Consultant shall provide endorsements on forms approved by the City to add the following provisions to the insurance policies:
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Exhibit “D”-2
(A) Commercial General Liability [IN SERT "and Pollution Liability"; OTHERWISE, ALWAYS DELETE]:
(1) Additional Insured: The City, its officials, officers, employees, agents, and volunteers shall be additional insureds with regard to liability and defense of suits or claims arising out of the performance of the Agreement.
Additional Insured Endorsements shall not (1) be
restricted to "ongoing operations"; (2) exclude "contractual liability"; (3) restrict coverage to "sole" liability of Consultant; or (4) contain any other exclusions contrary to the terms or purposes of this Agreement. For all policies of Commercial General Liability insurance, Consultant shall provide endorsements in the form of ISO CG 20 10 10 01 and 20 37 10 01 (or endorsements providing the exact same coverage) to effectuate this requirement. (2) Cancellation: Required insurance policies shall not be canceled or the coverage reduced until a thirty (30) day written notice of cancellation has been served upon the City except ten (10) days shall be allowed for non-payment of premium. (B) Automobile Liability:
(C) Cancellation: Required insurance policies shall not be canceled or the coverage reduced until a thirty (30) day written notice of cancellation has been served upon the City except ten (10) days shall be allowed for non-payment of premium.
3.2.11.4 Professional Liability (Errors & Omissions):
(A) Cancellation: Required insurance policies shall not be canceled or the coverage reduced until a thirty (30) day written notice of cancellation has been served upon the City except ten (10) days shall be allowed for non-payment of premium. (B) Contractual Liability Exclusion Deleted: This insurance shall include contractual liability applicable to this Agreement. The policy must “pay on behalf of” the insured and include a provision establishing the insurer’s duty to defend.
3.2.11.5 Workers' Compensation:
(A) Cancellation: Required insurance policies shall not be canceled or the coverage reduced until a thirty (30) day written notice of cancellation has been served upon the City except ten (10) days shall be allowed for non-payment of premium. (B) Waiver of Subrogation: A waiver of subrogation stating that the insurer waives all rights of subrogation against the City, its officials, officers, employees, agents, and volunteers.
3.2.11.6 Primary and Non -Contributing Insurance . All policies of Commercial General Liability and Automobile Liability insurance shall be primary and any other insurance, deductible, or self-insurance maintained by the City, its officials, officers, employees, agents, or volunteers shall not contribute with this primary insurance. Policies shall contain or be endorsed to contain such provisions.
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Exhibit “D”-3
3.2.11.7 Waiver of Subrogation . All policies of Commercial General Liability and Automobile Liability insurance shall contain or be endorsed to waive subrogation against the City, its officials, officers, employees, agents, and volunteers or shall specifically allow Consultant or others providing insurance evidence in compliance with these specifications to waive their right of recovery prior to a loss. Consultant hereb y waives its own right of recovery against the City, its officials, officers, employees, agents, and volunteers, and shall require similar written express waivers and insurance clauses from each of its subconsultants.
3.2.11.8 Deductibles and Self-Insured Retentions. Any deductible or self- insured retention must be approved in writing by the City and shall protect the City, its officials, officers, employees, agents, and volunteers in the same manner and to the same extent as they would have been protected had the policy or policies not contained a deductible or self -insured retention.
3.2.11.9 Evidence of Insurance . The Consultant, concurrently with the execution of the Agreement, and as a condition precedent to the effectiveness thereof, shall deliver either certified copies of the required policies, or original certificates on forms approved by the City, together with all endorsements affecting each policy. Required insurance policies shall not be in compliance if they include any limiting provision or endorsement that has not been submitted to the City for approval. The certificates and endorsements for each in surance policy shall be signed by a person authorized by that insurer to bind coverage on its behalf. At least fifteen (15 days) prior to the expiration of any such policy, evidence of insurance showing that such insurance coverage has been renewed or ext ended shall be filed with the City. If such coverage is cancelled or reduced and not replaced immediately so as to avoid a lapse in the required coverage, Consultant shall, within ten (10) days after receipt of written notice of such cancellation or reduction of coverage, file with the City evidence of insurance showing that the required insurance has been reinstated or has been provided through another insurance company or companies.
3.2.11.10 Failure to Maintain Coverage . In the event any policy of insurance required under this Agreement does not comply with these specifications or is canceled and not replaced immediately so as to avoid a lapse in the required coverage, City has the right but not the duty to obtain the insurance it deems necessary and any premium paid by City will be promptly reimbursed by Consultant or City will withhold amounts sufficient to pay premium from Consultant payments. In the alternative, City may cancel this Agreement effective upon notice.
3.2.11.11 Acceptability of Insurers . Each such policy shall be from a company or companies with a current A.M. Best's rating of no less than A:VII and authorized to transact business of insurance in the State of California, or otherwise allowed to place insurance through surplus line brokers under applicable provisions of the California Insurance Code or any federal law.
3.2.11.12 Enforcement of Agreement Provisions (non estoppel) .
Consultant acknowledges and agrees that actual or alleged failure on the part of the City to inform Consultant of non-compliance with any requirement imposes no additional obligation on the City nor does it waive any rights hereunder.
3.2.11.13 Requirements Not Limiting . Requirement of specific coverage or minimum limits contained in this Appendix are not intended as a limitation on coverage, limits, or other requirement, or a waiver of any coverage normally provided by any insurance.
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Exhibit “D”-4
3.2.11.14 Insurance for Subconsultants . Consultant shall include all subconsultants engaged in any work for Consultant relating to this Agreement as additional insureds under the Consultant's policies, or the Consultant shall be responsible for causing subconsultants to purchase the appropriate insurance in compliance with the terms of these Insurance Requirements, including adding the City, its officials, officers, employees, agents, and volunteers as additional insureds to the subconsultant's policies. All policies of Commercial General Liability insurance provided by Consultant’s subconsultants performing work relating to this Agreement shall be endorsed to name the City, its officials, officers, employees, agents and volunteers as additional insureds using endorsement form ISO CG 20 38 04 13 or an endorsement providing equivalent coverage. Consultant shall not allow any subconsultant to commence work on any subcontract relating to this Agreement until it has received satisfactory evidence of subconsultant’s compliance with all insurance requirements under this Agreement, to the extent applicable. The Consultant shall provide satisfactory evidence of compliance with this section upon request of the City.
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CITY COUNCIL AGENDA REPORT
MEETING DATE: 6/21/2022
DEPARTMENT: Public Works
SUBJECT:
AWARD OF CONTRACT FOR CIVIC CENTER CUSTODIAL AND JANITORIAL
SERVICES
RECOMMENDED ACTION(S):
1. Award an Agreement for Maintenance Services in the amount of $1,170,810.68 to Innovative Cleaning Services for Civic Center Custodial and Janitorial Services.
2. Authorize the Mayor to sign, and the City Clerk to attest, the award of contract to Innovative Cleaning Services, LLC, substantially in the form attached.
EXECUTIVE SUMMARY:
Currently, janitorial and day porter services are provided through an Agreement for Maintenance Services with Kidder Mathews (“Kidder Agreement”). Under the Kidder Agreement, the core services include three janitors that provide routine cleaning and maintenance services each weekday night and two day-porters that provide services during weekday business hours both inside the buildings and throughout the campus. These services are performed by a subcontractor of Kidder Mathews (“Kidder”). The Kidder Agreement was initiated in 2019, before the Civic Center Campus was constructed and open to the public. At that time, janitorial service levels were estimated based on square footage and the layout of the campus. The term of the Kidder Agreement is set to expire on June 30, 2022. In a separate staff report on tonight’s City Council Agenda, staff is recommending extending the term of the Kidder Agreement while removing janitorial services from the Scope of Services.
Since the Civic Center Campus is now open and operational, staff have a better understanding of the genuine janitorial needs to keep the facility clean and are in a better position to procure janitorial services directly. Over the contract period, the City has experienced performance issues with the subcontracted provider of janitorial services. Issues related to the lack of direct accountability between the City and the subcontractor, difficulties in communication between City staff and Item: 14
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the subcontractor, as well as a continual turnover of janitors. Staff determined the subcontractor model for janitorial service proved inefficient and ineffective.
In anticipation of janitorial services being removed from the Kidder Agreement, staff issued a request for proposals (“RFP”) to procure custodial services in accordance with City’s Purchasing and Contracting Guidelines (“Purchasing Guidelines”). The selection process is complete, and staff recommends a contract award to Innovative Cleaning Services, LLC (“Innovative”) for Civic Center custodial and janitorial services. The proposed Maintenance Services Agreement with Innovative (“Innovative Agreement”) includes a three-year term beginning July 1, 2022 with two optional one-year extensions (Attachment 1).
The Innovative Agreement includes a compensation amount of $1,170,810.68.
There are sufficient funds proposed in the upcoming Fiscal Year 2022-23 of 2021-2023 Operating Budget to cover the costs of this recommendation.
BACKGROUND:
In May of 2017, ground-breaking construction began on a fully integrated Civic Center that serves as the City’s “100 Year Home.” The Civic Center Campus includes a 52,000 square foot City Hall and Community Policing Building, a 14,000 square foot Council Chambers and Performing Arts Center with 200 seats, a 17,000 square foot, single story Senior Center Building with a Catering Kitchen, an 18,000 square foot Community Center which reconfigures into multiple banquet and conference rooms and a two story, 109,340 square foot Parking Structure with 308 parking spaces.
The City initiated a RFP for Civic Center Facility Management Services in Winter 2018. On September 19, 2019, the City Council approved the Kidder Agreement, which includes routine janitorial services. Kidder’s approach to providing janitorial services involves a subcontractor that receives direction from Kidder. The subcontractor provides three janitorial workers who perform thorough cleaning and maintenance activities each weekday night. The subcontractor also provides two day porters that provide select cleaning services during the day to keep the facility clean in response to public traffic. The subcontractor also provides specialty services that are not required on a nightly basis. Nightly janitorial services are provided between 6:00 PM and 2:30 AM and day porter services are provided daily between 8:00 AM and 5:30 PM. The Kidder Agreement has been amended twice. The Second Amendment to the Kidder Agreement established a $301,698 compensation budget for all janitorial services for Fiscal Year 2021-22.
As staff became more familiar with the genuine janitorial needs of the facility and public traffic began to increase as COVID-19 subsided, staff determined the need Item: 14
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for a fourth janitorial worker to meet the janitorial demands of the Civic Center campus.
Unfortunately, the communication process between staff, Kidder, and Kidder’s subcontractor has been inefficient and sometimes ineffective. In some cases, janitorial needs can arise suddenly, and staff cannot rely on the lengthy communication protocol to address these needs quickly. Staff are often required to communicate with the staff of Kidder’s subcontractor directly, since they are on site daily, which defeats the purpose of having the janitorial service managed by a third party. Moreover, the City’s ability to address problems with specific janitorial personnel or the subcontractor’s approach to cleaning the facility is limited, as the terms of the arrangement are managed by Kidder, not the City.
Further, the City observed a high level of turnover in janitorial staff provided by the subcontractor. To alleviate these issues, the City Manager authorized the release of an RFP to procure janitorial services directly on February 7, 2022.
DISCUSSION:
On February 7, 2022, the City Manager approved the RFP for Civic Center Custodial and Janitorial Services and authorized staff to solicit proposals on PlanetBids. The City subsequently received proposals from seven firms shown below:
Allied Universal
Coastal Building Services
Crown Facility Solutions
Innovative Cleaning Services
Premier Property Preservation
Team One Management
Us Metro Group
Consistent with the City’s Purchasing Guidelines, staff assembled a selection committee approved by the City Manager to review proposals and participate in the interview phase of the selection process. The selection committee was comprised of the following:
Director of Public Works
Public Works Maintenance Manager
Facility Maintenance Supervisor
Recreation Manager
The scope of services includes routine custodial/janitorial services and does not include services for special events. The Community Services Department is Item: 14
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proposed to manage janitorial services for special events in a separate contract also on tonight’s City Council Agenda.
The scope of work includes 2 Day Porters (business hours) and 4 Custodians (6:00PM – 2:30AM). The scope of work specifies various services to be provided in a manner consistent with American Physical Plant Administrator (“APPA”) standards which establish basic sanitary standards for facilities accessed by the public and workers. These services include, but are not limited to, cleaning and maintenance of the following: restrooms, gym/locker rooms/exercise equipment, lobbies, entryways, reception areas, hallways, corridors, stairways, offices, meeting rooms, lunchrooms, elevators, and lifts, carpeted floors, floor mats, resilient and hard surface floors, ceilings and light fixtures, walls, partitions, windows, doors, benches, kitchen areas, bbq areas, and food preparation rooms.
Technical Review and Interview Process
The review process is comprised of three phases: the Technical Review of written proposals, the Qualifications Interview phase, and the cost proposal evaluation. The Purchasing Guidelines require the Selection Committee to review all proposals submitted in response to the RFP. As summarized in Table 1, staff reviewed seven proposals and four firms met the technical criteria and were invited to the interview process.
Table 1: Summary of Technical Review and Qualifications Interview Technical Review Qualifications Interview
Rater Rater Pricing
Firm 1 2 3 4 Sub-
Total 1 2 3 4 Sub-
Total
Points
x 5 Total
Innovative 35 44 29 39 147 92 101 95 92 380 140 667
Crown 38 37 34 37 146 83 96 84 86 349 160 655
Allied 40 46 39 39 164 76 88 81 83 328 156 648
US Metro 34 46 31 36 147 63 77 75 59 274 116 537
Team One 31 40 27 34 132 No Interview 132 0 132
Coastal
Building 31 38 26 31 126 No Interview 126 0 126
Premier
Property 27 27 30 28 112 No Interview 112 0 112
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During the qualifications interview, Innovative demonstrated their comprehensive knowledge of custodial and janitorial services. Innovative was better able to articulate their ability to retain quality employees and provide a high level of service. During the interview, the owner of Innovative explained the compensation approach the company has used to retain employees long term.
According to Innovative, its compensation to employees is generally higher than the market rate, which incentivizes employees to stay with the company long term. Employees are also encouraged to discuss career plans with supervisors to help the company plan for internal advancement. The Selection Committee was impressed by this approach, as retaining quality employees long term can mitigate the performance issues the City is experiencing with the current service provider. Further, a low turnover rate for janitorial workers mitigates the security risks inherent to this service, as janitorial staff are provided unique access to City facilities with limited supervision. The firm also described its approach to addressing personnel issues without impacting Civic Center employees and visitors.
In addition, Innovative detailed its approach to providing a high level of service.
For example, the firm utilizes a work order system that allows City staff to review inspection reports prepared by its supervisors. This provides an opportunity for staff to monitor janitorial activity and address concerns quickly with Innovative supervisors.
The team presented by Innovative is experienced and prepared to begin servicing the Civic Center campus. The owner of Innovative demonstrated her passion for providing excellent service by informing the interview panel of her “hands on” work approach anytime it was necessary to complete special requests and contract scope. After touring the facility, Innovative included a window washing specialist in their proposal to provide a higher level of service.
At the conclusion of the technical review and interview process, Innovative received the highest aggregate score. The selection committee felt confident that Innovative could competently provide the scope of services necessary for the Civic Center.
Cost Proposals
Compensation scoring is based on a monthly rate for each position related to day porter and nightly janitorial services, with hourly rates secured for any additional services. At the conclusion of the interview process, all firms had the opportunity to submit a last, best, and final cost proposal. Staff deemed the rate structure submitted by Innovative to be reasonable based upon historical costs the City has paid for custodial and janitorial services. In fact, Innovative included a complete cost breakdown (including payroll costs and overhead details) with their proposal submission, which is usually kept private. Table 2 below describes the Item: 14
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cost proposal amounts received by each firm that qualified to receive an interview.
Table 2: Civic Center Custodial/Janitorial Services Cost Proposals Firm 3-Year Cost Proposal
US Metro $1,418,800.26
Innovative $1,170,810.68
Allied $1,041,638.65
Crown $1,028,306.88
Budget & Cost Expectations:
If approved, the annual cost of the Innovative Agreement would be approximately $390,270. The cost of the proposed Innovative Agreement is generally consistent with staff’s expectations based upon a cost projection provided by Kidder in early 2020. Staff also notes the rising costs of materials, labor, and overall inflation.
Of the four proposers that received a qualifications interview, two proposers provided pricing that was lower than Innovative. However, the aggregate scoring (see Table 1) system included in the RFP pursuant to the City’s Purchasing Guidelines only partially weighs the impact of cost, as this procurement also accounts for the qualifications of each proposer. Staff believe Innovative will provide the reliable janitorial services the Civic Center campus requires for a reasonable cost as demonstrated by the results of this procurement process.
Reference Checks
Staff conducted reference checks from three firms and/or agencies (Attachment 2). References provided very positive feedback, attesting to custodial and janitorial expertise and responsiveness of Innovative.
Recommendation
Based on the technical review, interview performance, cost comparison, and reference checks, staff recommends approval of the Innovative Agreement with a compensation amount of $1,170,810.68. The City’s scoring rubric combines the qualifications from the written proposal, the in-person interview, and the proposed costs to provide the City with the best overall value of quality and cost.
Innovative understands the high level of APPA standards specified in the scope of work, which will provide the Civic Center campus with a clean and safe environment for the visiting public and staff.
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As previously referenced, a separate contractor, to be managed by Community Services staff, is proposed to clean up after one-time special events, which typically occur on weekends. This provides accountability for the two contractors, as each contractor will inevitably service an area that was recently cleaned by the other and be able to make staff aware of any significant deficiencies. Having a second janitorial contractor also provides the ability, if necessary, to provide a redundant service in the case of missed or poor performance by either contractor.
The term of the proposed Innovative Agreement is for three years with two optional one-year extensions. Awarding Innovative Agreement would ensure continued custodial and janitorial services for the Civic Center. The compensation amount in the Innovative Agreement is based upon the cost proposal analysis of $1,170,810.68. Consistent with the City’s Purchasing Guidelines, the Finance Department prepared the proposed Innovative Agreement and the City Attorney’s Office reviewed and approved the proposed Innovative Agreement as to form. The City’s standard form agreement allows the City Manager to approve extra work up to 10% of the compensation amount.
FISCAL IMPACT:
The proposed Innovative Agreement includes $1,170,810.68 in total compensation. The Innovative Agreement includes a three-year term ending June 30, 2025, with two optional one-year extensions. Sufficient funds exist to cover the costs of the recommended action.
ATTACHMENTS:
1. Agreement for Maintenance Services with Innovative Cleaning Services, for Civic Center Custodial and Janitorial Services
2. Reference Check for Innovative Cleaning Services
Initiated By: Michael McConaha, Public Works Maintenance Manager Submitted By: Thomas E. Wheeler, P.E., Director of Public Works/City Engineer Approved By: Debra Rose, City Manager
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Attachment 1
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Attachment 2
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Contact #1: Contact #2: Contact #3:
Agency: Leisure World South Coas t Water District Ivantis Contact Info: Kathy Thayer Brian Huber Andrew Basilio
(562) 431-6586 ext. 398 (949) 499-4555 (951) 764-3917
QUESTIONS RESPONSE RESPONSE RESPONSE
1. What were the services
performed? Janitioral/Custodial Janitioral /Custodial Janitioral/Custodial
2. How would you rate the quality
of work?
(1-10, 10 being best)
99 8
3. Did the firm meet all
deadlines? (Yes/No) Yes Yes Yes
4. Was day-to-day
communication with the firm
satisfactory? (Yes/No)
Yes Yes Yes
5. Were there any issues with the
firm? (Yes/No) (No, please
explain.)
No Issues No Issues No Issues
6. Do you have any additional
comments or information
regarding your experience with
the firm?
Exceptional firm & good
support Very Positive, Good Overall Great Job
DATE: 6/1/2022
CITY OF LAKE FOREST
DEPARTMENT OF PUBLIC WORKS
Civic Center Custodial and Janitorial Services
INNOVATIVE CLEANING SERVICES REFERENCE CHECK
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CITY COUNCIL AGENDA REPORT
MEETING DATE: 6/21/2022
DEPARTMENT: Public Works
SUBJECT:
THIRD AMENDMENT TO THE AGREEMENT WITH KIDDER MATHEWS, INC.,
FOR CIVIC CENTER FACILITY MANAGEMENT SERVICES
RECOMMENDED ACTION(S):
1. Approve the Third Amendment to the contract for Civic Center Facility Management Services with Kidder Mathews, Inc.
2. Authorize the Mayor to sign, and the City Clerk to attest, the Third Amendment substantially in the form attached.
EXECUTIVE SUMMARY:
Kidder Mathews, Inc. (“Kidder”) is the City’s current provider of facility maintenance at the Lake Forest Civic Center. Kidder provides on-site facility engineering services, administration of Civic Center facility projects, and janitorial/custodial services via a subcontractor. Kidder was contracted to assist the City with opening the new Civic Center by working closely with the Facility Supervisor to address operational and functional issues associated with the Civic Center facilities. The current three-year Agreement for Maintenance Services was approved by the City Council on September 19, 2019, in the amount of $1,768,938 and included two optional one-year extensions (“Agreement”). The term of the Agreement with Kidder concludes on June 30, 2022. The proposed Third Amendment would utilize the first one-year extension and extend the term to June 30, 2023, and add an additional $497,125 to the compensation amount for a new not-to-exceed compensation amount of $2,266,063. The proposed Third Amendment would remove janitorial services to allow the City to contract for the services directly. The Third Amendment also adds new services not originally included in the initial agreement, such as fire life safety monitoring and solar panel maintenance. The Third Amendment also includes a 7.5% CPI- based increase applied to labor wages related to the services performed by Kidder. Fiscal Year 2022-23 of the 2021-2023 Operating Budget includes sufficient funding to cover the costs of the recommended action.
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BACKGROUND:
The City Council awarded the Agreement with Kidder for Civic Center facility maintenance services on September 19, 2019, with a compensation amount of $1,768,938. The Agreement has two amendments associated with the first three years of the term. The First Amendment adjusted the Agreement to meet the increased need for cleaning and disinfecting services in response to COVID-19.
The Second Amendment removed the intensive COVID-19 cleaning protocols as public health orders were rescinded. Janitorial and custodial cleaning has resumed within all the Civic Center facilities at previous levels.
DISCUSSION:
Kidder was contracted to assist staff in opening and managing facility operations of the new Civic Center. The City has a Facility Supervisor that manages repairs at all City facilities, including City parks and the Lake Forest Sports Park. Kidder coordinates monthly and quarterly inspections, organizes contractors for facility repairs, addresses daily facility issues, and coordinates warranty-related items.
Kidder’s current scope of work at the Civic Center includes the following:
One full-time building engineer on campus
Two full-time day porters on site, including weekend events Janitorial services
Electrical repairs
Elevator maintenance
Graffiti/Nuisance/Pressure wash/Window cleaning
HVAC maintenance
Plumbing repairs
Roofing repairs
Janitorial and day porter services are recommended for removal under the proposed Third Amendment. By providing these services through a separate contract, staff will have an improved direct communication flow with the vendor providing janitorial and day porter work. The City can immediately address issues and hold the contractor accountable. Contracting directly for janitorial services also removes the mark-up associated with Kidder’s managing the service on the City’s behalf. Community Services will acquire a separate vendor for special event custodial services that they will directly oversee and manage.
The proposed Third Amendment with Kidder would extend the term of the Agreement to June 30, 2023, thereby exercising the first optional one-year Item: 15
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extension described in the Agreement. Additionally, the Third Amendment would increase the total compensation by $497,125 to cover the costs of maintenance services anticipated in Fiscal Year 2022-23. The Third Amendment adds a 7.5% CPI-based increase to the hourly rate for the Building Engineer line item of the Agreement. This CPI-based increase would amount to an increase in the estimated labor budget of $12,012 for a new total amount of $172,172.
The original scope of work in the Agreement included $181,393 for facility maintenance services. The Third Amendment adds $143,560 for additional facility maintenance services not included within the original scope of services for a revised total of $497,125. New services include fire life safety monitoring, security monitoring, electrical repairs, plumbing repairs, floor care, fountain repairs, solar panel maintenance, and other facility maintenance related services.
Table 1 below provides a breakdown of the contract adjustments.
Table 1: Summary of Proposed Scope and Cost Changes
Service Current Scope/Cost New Scope/Cost
Staffing Costs
Building Engineer $160,160 $172,172
Custodial $301,698 $0
Facility Maintenance
Electrical $13,500 $25,100
Elevators $900 $10,488
Fire Safety $0 $16,845
Floor Care $0 $56,003
Fountains $0 $13,920
HVAC $75,960 $78,156
General Maintenance $91,032 $124,441
Total $643,250 $497,125
In total, the contract with Kidder will be reduced by $146,125. Fiscal Year 2022- 23 of the 2021-23 Operating Budget includes sufficient funding to cover the costs of the recommended action.
Staff believes that Kidder’s performance met or exceeded the expectations relative to the responsibilities associated with Civic Center Facility maintenance services. Throughout the term of the Agreement, Kidder demonstrated its ability to proactively maintain the Civic Center and consistently completed all required tasks in a professional manner as required by the Agreement. The chart below provides an overall summary of the contractor’s performance since November 19, 2021.
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Kidder Mathews, Inc. Performance Assessment
November 19, 2021 through June 20, 2022
Category Rating
Performance of Scope of Services □ Unsatisfied □ Satisfied X Very Satisfied □ N/A Timeliness □ Unsatisfied □ Satisfied X Very Satisfied □ N/A Budget Performance □ Unsatisfied □ Satisfied X Very Satisfied □ N/A Customer Service □ Unsatisfied □ Satisfied X Very Satisfied □ N/A Consistent with the City’s Purchasing and Contracting Guidelines, including vendor assessment, staff recommends the City Council approve the Third Amendment to the Agreement with Kidder to ensure the City uninterrupted maintenance services at the Civic Center campus. The Finance Department prepared the proposed Third Amendment and the City Attorney’s Office reviewed the document as to form.
FISCAL IMPACT:
The proposed Third Amendment would add $497,125 in compensation to the Agreement with Kidder for a new total compensation amount of $2,266,063. This compensation increase is due to the 7.5% rate increase applied to hourly rate for the Building Engineer and adds $143,560 in newly established services. The Third Amendment would also extend the term of the Agreement by one year.
Fiscal Year 2022-23 of the 2021-2023 Operating Budget includes sufficient funding to cover the costs of the recommended action.
ATTACHMENTS:
1. Agreement for Maintenance Services – Kidder Mathews, Inc.
2. First Amendment to Agreement for Maintenance Services – Kidder Mathews, Inc.
3. Second Amendment to Agreement for Maintenance Services – Kidder Mathews, Inc.
4. Third Amendment to Agreement for Maintenance Services – Kidder Mathews, Inc.
Initiated By: Michael McConaha, Public Works Maintenance Manager Submitted By: Thomas E. Wheeler, P.E., Director of Public Works/City Engineer Approved By: Debra Rose, City Manager
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55136.00200\31919338.1 - 1 -
CITY OF LAKE FOREST
THIRD AMENDMENT TO
AGREEMENT FOR MAINTENANCE SERVICES
PARTIES AND DATE.
This Third Amendment to the Agreement for Maintenance Services (“Third Amendment”) is entered into on the ____ day of ________, 20___, by and between the City of Lake Forest, a municipal corporation, organized under the laws of the State of California, with its principal place of business at 100 Civic Center Drive, Lake Forest, CA 92630 (“City”) and Kidder Mathews of California, Inc., a California corporation, with its principal place of business at 5 Park Plaza, Suite 1700, Irvine, California, 92614 (“Contractor”). City and Contractor are sometimes individually referred to herein as “Party” and collectively as “Parties.” RECITALS.
2.1 Agreement. The Parties entered into that certain Agreement for Facility Management Maintenance Services for the Lake Forest Civic Center dated September 19, 2019 (“Agreement”).
2.2 First Amendment. The Parties entered in that certain First Amendment to the Agreement to expand the scope of services and update the Delivery of Notices dated October 15, 2020 (“First Amendment”).
2.3 Second Amendment. The Parties entered into that certai n Second Amendment to the Agreement in order to adjust the scope of services under the Agreement, dated July 1, 2021.
2.4 Third Amendment. The Parties now desire to amend the Agreement in order to extend the term of the Agreement, modify the scope of services, and increase the total amount of compensation under the Agreement.
TERMS.
3.1 Term. Section 3.1.2 of the Agreement is hereby amended in its entirety to read as follows:
Term. The term of this Agreement shall be from October 1, 2019 to June 30, 2023, unless earlier terminated as provided herein. The City shall have the unilateral option, at its sole discretion, to renew this Agreement annually for no more than one (1) additional one - year terms. Contractor shall complete the Services within the term of this Agreement, and shall meet any other established schedules and deadlines.
3.2 Compensation. Section 3.3.1 of the Agreement is hereby amended in its entirety to read as follows:
Contractor shall receive compensation, including authorized reimbursements, for all Services rendered under this Agreement at DocuSign Envelope ID: 0ECA43C8-D2A9-4683-8BD2-8038375C57FC Item: 15
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the rates set forth in Exhibit “C” attached hereto and incorporated herein by reference. The total compensation shall not exceed TWO
MILLION TWO HUNDRED SIXTY-SIX THOUSAND SIXTY-THREE
DOLLARS ($2,266,063) without written approval of the City Council or City Manager as applicable. Extra Work may be authorized, as described below, and if authorized, will be compensated at the rates and manner set forth in this Agreement.
3.3 Extra Work. The Scope of Services as set forth in Exhibit “A” of the Agreement is hereby amended to include the Services set forth in Attachment 1 to this Amendment, attached hereto and incorporated herein.
3.4 Remaining Provisions of Agreement. Except as otherwise specifically set forth in this Third Amendment, the remaining provisions of the Agreement shall remain in full force and effect.
CITY OF LAKE FOREST KIDDER MATHEWS OF CALIFORNIA, INC.
By:
Robert Pequeño
Mayor
By:
D. William Frame, III, CEO
[If Corporation, TWO SIGNATURES,
President OR Vice President AND Secretary
OR Treasurer REQUIRED]
ATTEST:
By:
Lisa Berglund
City Clerk
By:
Paul Klink, President
APPROVED AS TO FORM:
By:
Best Best & Krieger LLP
City Attorney
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ATTACHMENT “1” TO THIRD AMENDMENT TO
AGREEMENT FOR MAINTENANCE SERVICES
EXHIBIT “A”
SCOPE OF SERVICES
THIRD AMENDMENT
The scope of services listed below were not realized within the original contract scope. Each area was identified as necessary to operate the Civic Center without delays or significant disruptions. The following list identifies areas necessary for facility management of the Civic Center. The list includes, but is not limited, to the following items:
Fire life safety – Monitoring & Inspections
Security monitoring
Electrical repairs – Regular Non-emergency & Emergency Work Plumbing repairs - Repairs & Maintenance
Mat servicing
Power wash parking structure
Floor care
Parking charging stations
Fountain service
Pest/Bird abatement
Solar panel maintenance
Steam Clean – Circular Driveway
Supplies for Offices and Buildings
Sweeping (Parking Structure)
Effective as of the effective date of the Third Amendment, the Civic Center Custodial and Janitorial Services are no longer a part of the scope of services.
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ATTACHMENT “2” TO THIRD AMENDMENT TO
AGREEMENT FOR MAINTENANCE SERVICES
EXHIBIT “C”
COMPENSATION
Contractor shall be paid for services rendered in accordance with Section 3.3 of the Agreement and as described above under Exhibit “A” Scope of Maintenance Services the not to exceed amount of two million two hundred sixty-six thousand sixty-three dollars ($2,266,063) billed on a time and materials basis utilizing the following rates.
In the event that this Agreement is renewed pursuant to Section 3.1.2, the rates set forth above may be increased or reduced each year at the time of renewal, but any increase shall not exceed the Consumer Price Index, All Urban Consumers, Los Angeles-Long Beach-Anaheim.
The included estimated hours and frequencies are subject to the needs of the City and may be modified upon agreement by the City and Contractor.
THIRD AMENDMENT
Position Original
Hourly Rate
Amendment
3 Hourly
Rate
Estimated
Annual
Hours
Mark-up
Amendment 3
Estimated
Annual
Amount With
Mark-up
Building Engineer $70.00 $75.25 2,080 10% $172,172.00
Day Porter 1 $19.83 - 2080 20% -
Day Porter 2 $19.83 - 2080 20% -
Day Porter 1 Overtime $29.70 - 50 20% -
Day Porter 2 Overtime $29.70 - 50 20% -
Estimated Total Labor $172,172.00
Service
Original
Estimated
Annual
Budget
Amendment
3 Estimated
Annual
Budget
Frequency Mark-up
Amendment 3
Estimated
Annual
Amount with
Mark-up
Custodial & Janitorial
Service-Regular Work $129,236.00 - Monthly 10% -
Janitorial Supplies $19,776.00 - T&M 10% -
Custodian & Janitorial
Services-Extra $29,260.00 - T&M 20% -
Carpet Replacement - - Annual 20% -
Electrical Repairs &
Emergency Work $11,250.00 - T&M 20% -
Electrial Repairs -
Regular Non-Emergency - $17,417.00 T&M 20% $20,900.00
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Electrical Repairs &
Emergency Work - $3,500.00 T&M 20% $4,200.00
Elevator - Chair Lift
Maintenance $750.00 $750.00 2x/year 20% $960.00
Elevators - Maintenance
& Testing - $7,940.00 Monthly 20% $9,528.00
Fire Life Safety -
Monitoring - $3,840.00 Quarterly 20% $4,746.00
Fire Life Safety
Inspections - $9,789.00 TBD 20% $12,099.00
Floor Care - $46,700.00 2x/3x/year 20% $56,003.00
Fountain Service - $11,600.00 Monthly 20% $13,920.00
General Services
Maintenance & Repairs $10,000.00 - T&M 20% -
HVAC Maintenance &
Service $63,301.00 $63,233.00 Quarterly 20% $78,156.00
Mat Servicing - $12,480.00 Monthly 20% $14,976.00
Powerwash Parking
Structure - $9,850.00 Semi
Annual 20% $12,600.00
Parking Charging
Stations - - TBD 20% -
Pest Control $5,610.00 $5,100.00 Monthly 20% $8,000.00
Pest /Brid Abatement - - TBD 20% -
Painting $11,250.00 - TBD 20% -
Plumbing Repairs &
Maintenance $10,000.00 $16,666.00 T&M 20% $20,000.00
Pressure
Wash/Windows/Graffiti/
Nuisance
$18,500.00 $15,583.00 1x/year 20% $18,700.00
Refrigerator
Maintenance $500.00 $4,100.00 Quarterly 20% $5,068.00
Roofing Inspection
Maintenance & Repair $20,000.00 $10,000.00 TBD 20% $12,000.00 Security Monitoring - $3,680.00 Monthly 20% $4,416.00
Solar Panel - Pressure
Wash - - 1x/year 20% -
Solar Panel - Tightening,
Maintenance - $9,465.00 Annual 20% $12,494.00
Steam Clean Circular
Driveway - $8,242.00 Monthly/
Annual 20% $10,187.00
Supplies Office &
Building - $5,000.00 T&M 20% $6,000.00
Sweeping (Parking
Structure) - - Weekly 20% -
Window Tinting - - T&M 20% -
Estimated Total Services $324,953.00
Amendment 3 – Additional Compensation $497,125.00
Original Agreement Compensation $1,768,938.00
Amendment 3 – Total Compensation $2,266,063.00
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CITY COUNCIL AGENDA REPORT
MEETING DATE: 6/21/2022
DEPARTMENT: Public Works
SUBJECT:
FIRST AMENDMENT TO THE AGREEMENT WITH SHELTERCLEAN
SERVICES FOR BUS SHELTER MAINTENANCE SERVICES
RECOMMENDED ACTION(S):
1. Approve the First Amendment to the Agreement for Bus Shelter Maintenance Services with Shelterclean Services, Inc.
2. Authorize the Mayor to sign, and the City Clerk to attest, the First Amendment substantially in the form attached.
EXECUTIVE SUMMARY:
ShelterClean Services, Inc. (“ShelterClean”) provides bus stop and bus shelter maintenance services under an Agreement for Maintenance Services (“Agreement”) approved by the City Manager on June 24, 2019 (Attachment 1).
The three-year Agreement allows for two additional one-year extensions based upon performance. The proposed First Amendment (Attachment 2) would utilize the Agreement’s first option to extend the term to June 30, 2023 and increase the compensation amount by $46,762.50. If approved, the First Amendment would bring the total compensation amount in the Agreement to $177,262.90. The compensation for the additional year includes an increase of 7.5% to the unit rates according to the Consumer Price Index (“CPI”) adjustment provided by the Agreement. The additional term and compensation are required to perform bus shelter maintenance services anticipated in Fiscal Year 2022-23. The 2021-23 Operating Budget includes sufficient funding to cover the costs of the recommended action.
BACKGROUND:
The City maintains all bus shelters and bus bench stops within Lake Forest, including providing trash and recycling containers for passengers using bus lines operated by the Orange County Transportation Authority (“OCTA”). On June 24, 2019, the City Manager awarded the Agreement to ShelterClean for bus shelter maintenance services with a compensation amount of $130,500.40. The Item: 16
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Agreement includes a three-year term ending on June 30, 2022 with two optional one-year extensions.
DISCUSSION:
ShelterClean is the City’s existing contractor for all bus shelter maintenance activities. Their Agreement with the City includes pressure washing bus shelters, emptying trash and recycling containers, cleaning, and repairs. ShelterClean also repairs shelters, removes graffiti, and provides general clean-up at bus shelter and bus stop bench locations.
The proposed First Amendment would extend the term of the Agreement with ShelterClean to June 30, 2023, thereby exercising the first of two optional one- year extensions provided. Additionally, the proposed First Amendment would increase total compensation by $46,762.50 to cover the costs of performing repairs and ongoing maintenance in Fiscal Year 2022-23. The added compensation would increase the unit costs of the contract by 7.5% per the applicable CPI allowance provided under the Agreement and requested by the contractor. If approved, the new compensation amount of the Agreement would increase to $177,262.90. The First Amendment would not make any changes to the scope of work.
Staff believes that ShelterClean’s performance during the term of the Agreement has met or exceeded expectations. The contractor has responded quickly to requests for service, and staff did not experience any issues with bus shelter maintenance or cleaning. The chart below provides an overall summary of the contractor’s performance since the first amendment to the contract.
ShelterClean Services, Inc. Performance Assessment
June 24, 2019 through April 19, 2022
Category Rating
Performance of Scope of Services ☐ Unsatisfied ☐Satisfied ☒Very Satisfied ☐N/A Timeliness ☐ Unsatisfied ☐ Satisfied ☒Very Satisfied ☐N/A Budget Performance ☐ Unsatisfied ☐ Satisfied ☒Very Satisfied ☐N/A Customer Service ☐ Unsatisfied ☐ Satisfied ☒Very Satisfied ☐N/A Consistent with the City’s Purchasing and Contracting Guidelines (“Guidelines”), including vendor assessment, staff recommends extending the Agreement by using the remaining one-year term extension to ensure that the City can adequately maintain and repair bus shelters and stops. The Finance Department prepared the proposed amendment and the City Attorney’s Office reviewed the document as to form. Staff recommends the City Council approve the proposed First Amendment to allow for the continued and uninterrupted delivery of this service.
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FISCAL IMPACT:
The proposed First Amendment would increase the compensation amount in the Agreement by $46,762.50, establishing a new compensation amount of $177,262.90. The proposed unit prices would increase by 7.5% in accordance with the latest CPI-based increase allowable under the Agreement. Additionally, the First Amendment would extend the term of the Agreement by one year to June 30, 2023. Sufficient funding for the service has been included in the 2021- 23 Operating Budget.
ATTACHMENTS:
1. Agreement for Maintenance Services with ShelterClean Services, Inc.
2. First Amendment to the Agreement for Maintenance Services Initiated By: Jonathan Poole, Senior Management Analyst Submitted By: Thomas E. Wheeler, P.E., Director of Public Works/City Engineer Approved By: Debra Rose, City Manager
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CITY COUNCIL AGENDA REPORT
MEETING DATE: 6/21/2022
DEPARTMENT: Finance
SUBJECT:
MASTER FEE SCHEDULE UPDATE
RECOMMENDED ACTION(S):
1. Conduct the noticed public hearing.
2. Adopt a Resolution Entitled: A RESOLUTION OF THE CITY COUNCIL OF
THE CITY OF LAKE FOREST, CALIFORNIA, ESTABLISHING UPDATED FEES AND CHARGES FOR VARIOUS MUNICIPAL SERVICES.
EXECUTIVE SUMMARY:
On June 7, 2022, the City Council discussed the Draft User Fee Update. The City Council did not recommend modifications to the proposed fees. The proposed Master Fee Schedule (“MFS”) Update reflects the Financial Management and Budgetary Policy previously adopted by the City Council. At this public hearing, the City Council may adopt fees as presented in the proposed MFS Update, or exercise discretion to change any specific fee as desired. Modifications to individual fees discussed this evening would be reflected in the final adopted MFS.
The MFS must be adopted by a supermajority vote of the City Council. Fees for the City Clerk’s Office, Community Services Division, and Public Works Department and other CPI-based adjustments for fees would take effect July 1, 2021.
BACKGROUND:
On May 21, 2019, following the completion of a comprehensive user and regulatory fee study conducted by ClearSource (“2019 Fee Study”), the City Council adopted Resolution 2019.019, which updated the City’s master schedule of user and regulatory fees, charges, and deposits for various City services. The fee amounts adopted were based on a formally established fee policy that identified general cost recovery targets for various services. The City’s Financial Management and Budgetary Policy recommends providing minor updates to the Item: 17
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MFS with the adoption of the operating budget to ensure fees keep pace with rising service costs.
Due to the COVID-19 pandemic, the City Council decided not to adjust fees in 2020. On June 15, 2021, the City Council adopted the most recent MFS along with the adoption of the 2021-2023 Operating Budget. The purpose of the updates is to avoid the degradation of cost recovery that occurs if fees remain unchanged while costs continue to rise.
DISCUSSION:
Earlier this year, ClearSource, the City’s financial consultant, conducted a review of user fees based on input from staff. In preparing the review of user fees, each department reviewed the MFS to identify fees that should be reviewed, proposed new fees, or considered eliminating fees for activities that no longer exist. Based on this exercise, ClearSource reviewed existing fees for the City Clerk’s Office, Community Services Division, and Public Works Department. The proposed changes are included for the City Council’s reference (Attachment 1).
The proposed fees were taken to the May 24, 2022, Audit Committee meeting for discussion. The Audit Committee met and directed staff to present the proposed updates to the City Council. The Audit Committee did not provide feedback or direction to modify the proposed user fees at that time. On June 7, 2022, the City Council discussed the Draft User Fee Update (Attachment 2).
During the City Council’s discussion at the June 7, 2022, meeting, the City Council did not recommend modifications and directed staff to move forward with presenting the proposed user fees for adoption at this public hearing. Pursuant to Section 3.03.030 of the Lake Forest Municipal Code, a supermajority vote of the City Council is required for new or increased assessments, fees, property-related fees, fines, and taxes. The City Council’s action would be effectuated by adopting the proposed City Council Resolution (Attachment 3).
Proposed Changes
This update represents an interim year update with minor, incremental, changes proposed that incorporate direction provided in the adopted User Fee Policy and feedback received subsequent to adoption of the City’s current schedule of fees.
Minor changes can be viewed in Table 1 below.
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Table 1: Proposed Fee Study Changes
Description Current Fee Proposed Fee
Kids Factory Participant
Enrollment Fee
$95 per
month;
$75 per
month in
December
$860 per year; $430 per semester;
payable on a monthly basis by
request.
Turf Area (Center of
Campus)
Not in prior
fee study
Resident Non- Profit: $50;
Resident: $75;
Non-Resident Non-Profit: $100;
Non-Resident: $150;
Lake Forest Commercial: $200;
Non Lake Forest Commercial: $250
Deposit: $200
Janitorial Fee $125 Actual Cost
Kitchen Deposit n/a $200
Lobby Deposit n/a $200
Courtyard Deposit n/a $200
Coffee Maker $10 each Remove
Black Table Linens $7 each Remove
Black Table Skirts $10 each Remove
Performing Arts Center -
Dressing Room Only
Not in prior
fee study
Resident Non- Profit: $100;
Resident: $100;
Non-Resident Non-Profit: $125;
Non-Resident: $150;
Lake Forest Commercial: $175;
Non Lake Forest Commercial: $225
Deposit: $500
Performing Arts Center –
Rehearsal Fees
Not in prior
fee study
60% of Hourly Rental Fee
Skatepark Rental Fees Not in Prior
fee study
Resident Non- Profit: $100;
Resident: $100;
Non-Resident Non-Profit: $125;
Non-Resident: $150;
Lake Forest Commercial: $175;
Non Lake Forest Commercial: $225
Deposit: $500
CPI-based Adjustment
In addition to the proposed updates included above, the proposed MFS includes a 3.83% CPI-based adjustment to fixed user fees with initial deposits remaining the same. During interim years (i.e., during years in between comprehensive fee studies)., the City Council may authorize inflationary adjustments to fees. The Item: 17
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inflationary adjustments are based on the annual percentage change in the all- urban Consumer Price Index for All Urban Consumers, Los Angeles-Long Beach-Anaheim, CA (“CPI”). For Fiscal Year 2022-23, the annual percentage change in CPI was 3.83%.
Next Steps
Staff recommends the City Council take the following action at this public hearing:
Adopt a City Council Resolution formally approving the MFS Fees for the City Clerk’s Office, Community Services Division, and Public Works Department and other CPI-based adjustments for fees would take effect July 1, 2021.
FISCAL IMPACT:
The proposed changes may provide an increase to General Fund revenues resulting from new fees and the CPI-based adjustment applied to existing fees.
Although the changes are anticipated to result in additional revenue, the revenue is not intended to be used to fund new services. Rather, the revenue is intended to offset costs of providing existing services that are recoverable from fees.
ATTACHMENTS:
1. Master Fee Schedule
2. June 7, 2022, City Council Agenda Report on Draft User Fee Update
3. City Council Resolution 2022-17
Initiated By: Nidia Ruelas, Management Analyst
Submitted By: Kevin Shirah, Director of Finance/City Treasurer Approved By: Debra Rose, City Manager
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Services / Activities / Subject Matter Page
PLANNING FEES 1
PUBLIC WORKS FEES 4
RECREATION FEES 5
SKATE PARK RENTAL FEES 8
SPORTS PARK ROOM RENTAL FEES 9
COMMUNITY CENTER RENTAL FEES 10
PERFORMING ARTS HALL RENTAL FEES 11
CLUBHOUSE RENTAL FEES 12
ELECTRIC VEHICLE CHARGING STATION FEES 13
PARKING PERMIT FEES 14
ADMINISTRATIVE FEES 15
FINANCE FEES 16
MASSAGE ESTABLISHMENT PERMIT APPLICATION FEES 17
VEHICLE IMPOUND/RELEASE AND POLICE/SHERIFF FALSE ALARM RESPONSE FEE 18 PARKING PENALTY BAIL SCHEDULE 19
BUILDING FEES 20
City of Lake Forest
Illustration of Proposed Fee Changes
Item: 17
414
City of Lake Forest
PLANNING FEES
Current Fee
Proposed Fee
Charge Basis
Note
1 Accessory Dwelling Unit (ADU) Permits
$500
$519
Fixed Fee
2 Address Assignment / Address Change
a) Single Address - Change of Address / Address Assignment $215
$223
Fixed Fee
b) Multiple Addresses - Change of Addresses / New Assignment $2,500
$2,500
Deposit
c) Street Name Assignment
$2,500
$2,500
Deposit
3 Adult Business License
a) Adult Business License
$1,430
$1,485
Fixed Fee
b) Performer License
$143
$148
Fixed Fee
4 Appeal
a) Appeal to Planning Commission
$1,500 Base Fee, plus
$5,000 deposit to
cover attorney and
consultant costs
$1,500 Base Fee, plus
$5,000 deposit to
cover attorney and
consultant costs
Fixed Fee, plus pass-
through
[a]
b) Appeal to City Council
$1,500 Base Fee, plus
$5,000 deposit to
cover attorney and
consultant costs
$1,500 Base Fee, plus
$5,000 deposit to
cover attorney and
consultant costs
Fixed Fee, plus pass-
through
[a]
5 Area Plan
$10,000
$10,000
Deposit
6 Changed Plan
a) Administrative Review
$715
$742
Fixed Fee
b) Planning Commission Review
$2,500
$2,500
Deposit
7 Determination of Public Convenience or Necessity
$2,500
$2,500
Deposit
8 Development Agreement
$10,000
$10,000
Deposit
9 Donation Collection Box (DCB) Permit
a) Permit Application
$286
$297
Fixed Fee
b) Permit Renewal
$143
$148
Fixed Fee
10 Entertainment Permit
$286
$297
Fixed Fee
11 Environmental Review (Initial Study/Neg Dec./EIR, etc.) Deposit TBD
T&M plus 15%
admin fee
Deposit TBD
T&M plus 15%
admin fee
Deposit
12 Eucalyptus Tree Cutting Permit
$0 (No Charge)
$0 (No Charge)
No charge
13 Feature Plan
$10,000
$10,000
Deposit
14 General Plan Amendment
$10,000
$10,000
Deposit
15 Orange County Fire Authority Permit Administrative Fee $36
$37
Fixed Fee
16 Outdoor Vending Permit
a) Initial
$572
$594
Fixed Fee
b) Renewal
$215
$223
Fixed Fee
17 Peer-Reviewed Technical Studies
Deposit TBD
T&M plus 15%
admin fee
Deposit TBD
T&M plus 15%
admin fee
Deposit
Activity Description
1 Item: 17
415
City of Lake Forest
PLANNING FEES
Current Fee
Proposed Fee
Charge Basis
Note
Activity Description
18 Planned Sign Program
a) Minor Planned Sign Program (Administrative Review)
$429
$445
Deposit
b) Minor Planned Sign Program (Planning Commission Review) $2,500
$2,500
Deposit
c) Planned Sign Program (Planning Commission Review)
$2,500
$2,500
Deposit
19 Pre-Application
$2,500
$2,500
Deposit
20 Project Consultation (Prior to Application Submittal) (For consultations exceeding two hours)
$500
$500
Deposit
[b]
21 Review of By-Right Multi-family Residential Project
$2,500
$2,500
Deposit
[c]
22 Shopping Cart
a) Shopping Cart Retrieval Plan
$0 (No Charge)
$0 (No Charge)
No charge
b) Shopping Cart Containment Plan
$285
$296
Deposit
23 Single Season Sales (e.g. Agricultural, Seasonal Event, etc.)
a) Agricultural Sales
$143
$148
Fixed Fee
b) Other Seasonal Events (e.g. Christmas Tree, Pumpkin) $143
$148
Fixed Fee
24 Site Development Permit
a) Administrative Review
$2,500
$2,500
Deposit
[d]
b) Planning Commission Review
$5,000
$5,000
Deposit
[d]
c) Not Exempt from CEQA
$10,000
$10,000
Deposit
[d]
25 Special Event Permit Application Review
$358
$371
Fixed Fee
26 Specific Plan
$10,000
$10,000
Deposit
27 Temporary Outdoor Promotion Permit Application Review $143
$148
Fixed Fee
28 Temporary Promotional Wall Banner Permit
a) Non-Commercial
$0 (No Charge)
$0 (No Charge)
Fixed Fee
b) Commercial
$72
$74
Fixed Fee
29 Tentative Map
a) Tentative Parcel Map (TPM)
$7,500
$7,500
Deposit
b) Tentative Tract Map (TTM)
$10,000
$10,000
Deposit
c) Revised TPM / TTM
$5,000
$5,000
Deposit
30 Use Permit
a) Minor
$2,500
$2,500
Deposit
b) Major
$5,000
$5,000
Deposit
c) Not Exempt from CEQA
$10,000
$10,000
Deposit
31 Variance
$5,000
$5,000
Deposit
32 Wireless Communication Facilities (WCF) Permit
$715
$742
Fixed Fee
33 Zone Change
$10,000
$10,000
Deposit
34 Zoning Confirmation Letter
$179
$186
Fixed Fee
35 Zoning Verification Letter
a) Standard Property Information
$250
$260
Fixed Fee
b) Standard Property Information w/ Add'l Research Required $750
$750
Deposit
36 Credit Card Transaction Fee
3% - Direct pass-
through to vendor
3% - Direct pass-
through to vendor
Fixed Fee
2 Item: 17
416
City of Lake Forest
PLANNING FEES
Current Fee
Proposed Fee
Charge Basis
Note
Activity Description
37 Hourly Rate for Deposit Based Services and Planning Services Not Otherwise Listed In This Fee Schedule
a) Planning (In-House and Contract Service Planning)
$143
$148
per hour
b) Public Works In-House Land Development Review
$158
$164
per hour
c) Building and Safety
$140
$145
per hour
d) City Clerk Divisional Billing Rate for Development Review Direct Services
$78
$81
per hour
e) City Manager Divisional Billing Rate for Development Review Direct Services
$101
$105
per hour
f) Community Services Development Review Services
$176
$182
per hour
g) Finance Development Review Support
$83
$87
per hour
h) IT / GIS Development Review Support
$105
$109
per hour
i) Code Enforcement Divisional Billing Rate for Development Review Direct Services
$78
$81
per hour
j) Police Divisional Billing Rate for Development Review Direct Services $90
$93
per hour
[e]
k) Contract Service Support (e.g. Attorney, Contract Engineering, etc.) T&M plus 15%
administrative fee
T&M plus 15%
administrative fee
per hour
[c] Requires review of Objective Design Standards, Affordability Covenant, Applicable State Codes/Laws. [d] As determined by the Director of Development Services. [e] Or pass-through of Orange County Sheriff Department hourly billing rate for staff support. [a] City fee for in-house support will be fixed at $1,500 (partial cost recovery). City will pass-through all eligible contract service support costs (e.g. contract Planning, City Attorney, etc.).
[b] No fee applies for first two hours. For discussions requiring more than two total hours of staff consultation, a deposit account shall be opened.
When more than one Full Cost application is submitted, the sum total of the initial full cost deposit amount can be reduced by 25%.
Full Cost Deposits for Multiple Applications
3 Item: 17
417
City of Lake Forest
PUBLIC WORKS FEES
Current Fee
Proposed Fee
Charge Basis
Note
1 Map Checking
$3,500
$3,500
Deposit
2 Lot Line Adjustments
$2,000
$2,000
Deposit
3 Improvement Plan Check and Inspection
$2,500
$2,500
Deposit
4 Grading Plan Check and Inspection
$2,500
$2,500
Deposit
5 Encroachment Permit Inspection (Annual)
$1,500
$1,500
Deposit
6 Easement Plan Check
$1,500
$1,500
Deposit
7 Water Quality Management Plan
$1,000
$1,000
Deposit
8 General Encroachment Permit
(for Work Expected to Last No More Than Two Days)
[a]
a) Base Fee - Up to Two Days
$338
$350
Fixed Fee
b) Each Additional Day
$135
$140
Fixed Fee
9 General Encroachment Permit
(for Work Expected to Last More Than Two Days)
$750
$750
Deposit
[a]
10 Retroactive Permit for Front Yard Improvements In City Right-of-Way (behind sidewalk)
$0 (No Charge)
$0 (No Charge)
No charge
[b]
11 Construction and Demolition Materials Management Plan - Application Plan Review and Deposit Administration Fee
$119 plus Deposit
$124 plus Deposit
Fixed Fee plus Deposit
12 Sidewalk Vending Permit
a) Initial
$158
$164
Fixed Fee
b) Renewal
$79
$82
Fixed Fee
13 Transportation Permit
a) Single Trip
$16
$16
Fixed Fee
[d]
b) Annual
$90
$90
Fixed Fee
[d]
14 Expand the Forest
$90
$93
Fixed Fee
[e]
15 Credit Card Transaction Fee
3% - Direct pass-
through to vendor
3% - Direct pass-
through to vendor
Fixed Fee
16 Work Without a Permit or Work Beyond Scope of Permit 2x Permit Fee
2x Permit Fee
Fixed Fee
17 Miscellaneous Public Works Support Services - Hourly Rate for Deposit Based Services and Public Works Services Not Otherwise Listed In This Fee Schedule
a) Public Works In-House Land Development Review and Permit Processing
$158
$164
per hour
b) Contract Service Support (e.g. Attorney, Contract Engineering, etc.) T&M plus 15%
administrative fee
T&M plus 15%
administrative fee
per hour
[c] Fee amount represents 50% of City permit processing costs. [d] Fee is intended to mirror amounts established by State of California. [e] Cost per contract to replace trees can change if contract price varies. [a] General encroachment work includes any activity within the public right of way. Fixed fee permit applies to typical utility work with standard WATCH manual traffic control. More complex work requiring additional plan check/traffic control, plan review, testing, and/or inspection, requires a deposit.
Activity Description
Note: Deposit amounts listed are typical minimum amounts. The City reserves the right to request a higher deposit based on complexity of project or frequency of inspections needed.
[b] Occasionally the City has reserved a 2 or 3 foot City easement for utilities or other purposes behind the sidewalk (in front yard) but typically the easement is rarely used.
4 Item: 17
418
City of Lake Forest
RECREATION FEES
#
Classification
Group 1
Group 2
Group 3
Group 4
Group 5
Group 6
Group 7
Group 8
1 Non-Lighted
(Grass)
No Charge
$5 Per
Participant
$10 Per Hour
Per Field
$15 Per Hour
Per Field
$20 Per
Hour Per
Field
$30 Per
Hour Per
Field
$30 Per
Hour Per
Field
$45 Per
Hour Per
Field
2 Lighted - (Grass)
No Charge
$5 Per
Participant
$15 Per Hour
Per Field
$25 Per Hour
Per Field
$30 Per
Hour Per
Field
$40 Per
Hour Per
Field
$45 Per
Hour Per
Field
$65 Per
Hour Per
Field
3 Non-Lighted
(Synthetic)
No Charge
$7 Per
Participant
$12 Per Hour
Per Field
$20 Per Hour
Per Field
$25 Per
Hour Per
Field
$35 Per
Hour Per
Field
$35 Per
Hour Per
Field
$55 Per
Hour Per
Field
4 Lighted - (Synthetic)
No Charge
$7 Per
Participant
$17 Per Hour
Per Field
$30 Per Hour
Per Field
$35 Per
Hour Per
Field
$45 Per
Hour Per
Field
$50 Per
Hour Per
Field
$75 Per
Hour Per
Field
5 Tournament Rates
No Charge
$250
Per Field
$300
Per Field
$300
Per Field
$350
Per Field
$350
Per Field
$400
Per Field
$500
Per Field
#
Classification
Group 1
Group 2
Group 3
Group 4
Group 5
Group 6
Group 7
Group 8
1 One Court
No Charge
No Charge
$25 Per Hour
$35 Per Hour
$35 Per
Hour
$50 Per
Hour
$65 Per
Hour
$75 Per
Hour
2 Full Court
No Charge
No Charge
$50 Per Hour
$70 Per Hour
$70 Per
Hour
$100 Per
Hour
$130 Per
Hour
$150 Per
Hour
1 2
3 4
5 6
7 8
Group 7
- Commercial entities or organizations located in Lake Forest .
Group 8
- Commercial entities or organizations not located in Lake Forest .
Hourly Sports Field User Rates
Hourly Gymnasium User Rates
Group 1
- Recreation activities sponsored or conducted by the City of Lake Forest .
Group 2
- Non-profit youth sports leagues open to the public with an "everyone plays" philosophy and a minimum of ninety (90) percent of participants being Lake Forest Residents and activities sponsored or conducted by Saddleback Unified School District.
Overview of User Groups
Group 3
- Non-profit youth sports leagues or "travel ball" teams and a minimum of eighty (80) percent of participants being Lake Forest Residents.
Group 4
- Non-profit youth sports leagues or teams and a minimum of seventy (70) percent of participants being Lake Forest Residents.
Group 5
- Non-profit adult or youth sports groups conducting community oriented sports activities with a minimum of sixty (60) percent of participants being Lake Forest Residents.
Group 6
- Non-profit organizations or groups, not open to the public, with less than sixty (60) percent of participants being Lake Forest Residents.
5 Item: 17
419
City of Lake Forest
RECREATION FEES
#
Description
Non-Profit Organization /
Lake Forest Resident
Non-Resident / Commercial
User Group Fee
1 Adult Softball Team Fee
$450 Per Team
$500 Per Team
n/a
2 Athletic Field / Gymnasium Vendor Fees
$25 Per Tournament
$50 Per Tournament
n/a
3 Open Gym Daily Program Fee
$5 Daily
$10 Daily
n/a
4 Open Gym Yearly Program Fee
$120 Yearly Pass
$240 Yearly Pass
n/a
5 Open Gym ID Card Replacement Fee
$15 Per Lost Card
$15 Per Lost Card
n/a
6 Adult Basketball Team Fee
n/a
n/a
$300
7 Adult Volleyball Team Fee
n/a
n/a
$200
8 Skatepark Annual Membership
$50 Age 17 or Younger
$10 Each Add'l Child
$100 Age 18 or Older
$150 Per Person
n/a
9 Skatepark Quarterly Membership
$20 Age 17 or Younger
$10 Each Add'l Child
$30 Age 18 or Older
$40 Per Person
n/a
10 Skatepark Day Pass
$3 Age 17 or Younger
$5 Age 18 or Older
$6 Per Person
n/a
11 Skatepark ID Card Replacement Fee
$5 Per Lost Card
$5 Per Lost Card
n/a
12 Kids Factory Participant Enrollment Fee [a]
$860 per year; $430 per
semester
$95 per month;
$75 per month in
December
n/a
n/a
13 Non-Profit Group Park Rental Fee
n/a
n/a
$5 per participant, per
session
14 Park/Gazebo Reservations for Groups of 50 or Less
a) Baker Ranch and Sports Park
$100 Per Rental
$200 Per Rental
n/a
b) All Others
$50 Per Rental
$150 Per Rental
n/a
15 Special Event Park Permit for Groups of 51 - 250
People
$250 per rental,
plus $500 cleaning deposit
$500 per rental,
plus $500 cleaning deposit
n/a
16 Special Event Park Permit for Groups of More than
250 People (Commons - Sports Park)
$500 per rental,
plus $1,000 cleaning
deposit
$1,000 per rental,
plus $1,000 cleaning
deposit
n/a
17 Film Fee
TBD - Based on Director
Approval and Project Type
TBD - Based on Director
Approval and Project Type
n/a
#
Description
Offense
Outcome
First Offense
Warning to User Group
Second Offense
$20 per Field Penalty
Third Offense
$35 per Field Penalty and
Potential Loss of Future
Field Time
[a] Payable on a monthly basis by request.
Assigned Field/Gymnasium Time "No Show" Policy Outcome and Fees Assigned Field/Gymnasium Time "No Show" Policy
Outcome and Fees
1 6
Item: 17
420
City of Lake Forest
RECREATION FEES
1 2
3 4
5 6
7 8
Group 6
- Non-profit organizations or groups, not open to the public, with less than sixty (60) percent of participants being Lake Forest Residents.
Group 7
- Commercial entities or organizations located in Lake Forest .
Group 8
- Commercial entities or organizations not located in Lake Forest .
Classification of User Groups
Group 1
- Recreation activities sponsored or conducted by the City of Lake Forest .
Group 2
- Non-profit youth sports leagues open to the public with an "everyone plays" philosophy and a minimum of ninety (90) percent of participants being Lake Forest Residents and activities sponsored or conducted by Saddleback Unified School District.
Group 3
- Non-profit youth sports leagues or "travel ball" teams and a minimum of eighty (80) percent of participants being Lake Forest Residents.
Group 4
- Non-profit youth sports leagues or teams and a minimum of seventy (70) percent of participants being Lake Forest Residents.
Group 5
- Non-profit adult or youth sports groups conducting community oriented sports activities with a minimum of sixty (60) percent of participants being Lake Forest Residents.
7 Item: 17
421
City of Lake Forest
SKATEPARK RENTAL FEES
#
Classification
Group 1
Group 2
Group 3
Group 4
Group 5
Group 6
Group 7
Deposit
1 Skatepark
No Charge
$100
$100
$125
$150
$175
$225
$500
1 2
3 4
5 6
7 Group 4: Non-Resident Non-Profit Organization:
- Resident non-profit organizations conducting social, cultural, educational, or recreational activities are considered in this group.
Group 5: Non-Resident Private Party
- Residents requesting use for a private party.
Group 6:
Commercial entities or organizations located in Lake Forest.
Group 7:
Commercial entities or organizations not located in Lake Forest.
Skatepark Hourly Rental Fees (Per Hour)
Overview of User Groups
Group 1: City Sponsored or Co-Sponsored
- All City of Lake Forest initiated, conducted, or co-sponsored activities and agencies with a reciprocal use agreement and governmental agencies servicing Lake Forest residents.
Group 2: Resident Non-Profit Organization
- Resident non-profit organizations conducting social, cultural, educational, or recreational activities are considered in this group.
Group 3: Resident Private Party
- Residents requesting use for a private party.
8 Item: 17
422
City of Lake Forest
SPORTS PARK ROOM RENTAL FEES
#
Classification
Group 1
Group 2
Group 3
Group 4
Group 5
Group 6
Group 7
1 Small Meeting Room
No Charge
No Charge
$25
$30
$45
$50
$60
2 Large Meeting Room
No Charge
No Charge
$45
$60
$75
$100
$120
3 Cleaning Fee (Flat Fee)
No Charge
$300
(refundable)
$30
$30
$30
$30
$30
4 Room Rental Cancellation
Charge for Cancellations
within Four Working Days
No Charge
$15
$25
$25
$25
$25
$25
1 2
3 4
5 6
7 #
Description
Fee
1 LCD Projector
$100
2 TV/DVD
$25
3 Podium
No Charge
4 Coffee Makers (each)
$10
Group 4: Non-Resident Non-Profit Organization:
- Resident non-profit organizations conducting social, cultural, educational, or recreational activities are considered in this group.
Sports Park Room Rental Fees (Per Hour)
Overview of User Groups
Group 1: City Sponsored or Co-Sponsored
- All City of Lake Forest initiated, conducted, or co-sponsored activities and agencies with a reciprocal use agreement and governmental agencies servicing Lake Forest residents.
Group 2: Resident Non-Profit Organization
- Resident non-profit organizations conducting social, cultural, educational, or recreational activities are considered in this group.
Group 3: Resident Private Party
- Residents requesting use for a private party.
* See Facility Use Policy for rental requirements/procedures and other miscellaneous use fees.
Group 5: Non-Resident Private Party
- Residents requesting use for a private party.
Group 6:
Commercial entities or organizations located in Lake Forest.
Group 7:
Commercial entities or organizations not located in Lake Forest.
Additional Rental Fees (Per Use)
9 Item: 17
423
City of Lake Forest
COMMUNITY CENTER RENTAL FEES
#
Classification
Group 1
Group 2
Group 3
Group 4
Group 5
Group 6
Group 7
Deposit
Occupants
1 Sequoia (3 Rooms)
No Charge
$180
$240
$300
$480
$600
$750
$500
1,124
2 Redwood plus Oak /
Eucalyptus (2 Rooms)
No Charge
$120
$160
$200
$320
$400
$480
$250
742
3 Eucalyptus
No Charge
$75
$100
$125
$200
$250
$300
$200
382
4 Oak
No Charge
$75
$100
$125
$200
$250
$300
$200
373
5 Redwood
No Charge
$75
$100
$125
$200
$250
$300
$200
369
6 Maple
No Charge
$50
$60
$70
$80
$90
$110
$50
60 7
Hickory
No Charge
$30
$40
$50
$60
$70
$90
$50
32 8
Palm
No Charge
$25
$35
$45
$55
$65
$85
$50
24 9
Spruce
No Charge
$20
$30
$40
$50
$60
$75
$50
18 10
Cypress
No Charge
$20
$30
$40
$50
$60
$75
$50
16 11
Courtyard
No Charge
$50
$75
$100
$150
$200
$250
$200
n/a
223
12 Turf Area
(Center of Campus)
No Charge
$50
$75
$100
$150
$200
$250
$200
n/a
13 Lobby
No Charge
$10
$20
$30
$40
$50
$65
$200
n/a
14 Kitchen
No Charge
$10
$20
$25
$35
$40
$50
$200
n/a
1 2
3 4
5 6
7 #
Description
Fee
1 LCD Projector
$100
2 Black Table Linens
$7 each
3 Black Table Skirts
$10 each
4 TV/DVD
$25
5 American Flag
No Charge
6 Easel
No Charge
7 Podium
No Charge
8 Coffee Makers (each)
$10
#
Description
Fee
1 Janitorial Fee
Actual Cost
$125
2 Staffing
$25 / hour
3 Security
Actual Cost
* Reservation cancellation fees and cleaning deposit fees apply. See Facility Use Policy.
Other Fees, If Applicable
Group 5: Non-Resident Private Party
- Residents requesting use for a private party.
Group 6:
Commercial entities or organizations located in Lake Forest.
Audio and Visual Equipment Fees
Community Center Hourly Rental Fees (Per Hour)
Overview of User Groups
Group 1: City Sponsored or Co-Sponsored
- All City of Lake Forest initiated, conducted, or co-sponsored activities and agencies with a reciprocal use agreement and governmental agencies servicing Lake Forest residents.
Group 2: Resident Non-Profit Organization
- Resident non-profit organizations conducting social, cultural, educational, or recreational activities are considered in this group.
Group 3: Resident Private Party
- Residents requesting use for a private party.
Group 4: Non-Resident Non-Profit Organization:
- Resident non-profit organizations conducting social, cultural, educational, or recreational activities are considered in this group.
Group 7:
Commercial entities or organizations not located in Lake Forest.
Rentals with Alcohol On-Site
For events with alcohol on-site add 10% to base rental fee 10 Item: 17
424
City of Lake Forest
PERFORMING ARTS CENTER RENTAL FEES
#
Classification
Group 1
Group 2
Group 3
Group 4
Group 5
Group 6
Group 7
Deposit
1 Dressing Room Only
No Charge
$100
$100
$125
$150
$175
$225
$500
2 Stage Area Only
No Charge
$125
$125
$150
$175
$200
$250
$500
3 Stage & Lobby Area
No Charge
$150
$150
$175
$200
$225
$275
$500
4 Box Office Use
No Charge
$50 per day
$50 per day
$50 per day
$50 per day
$50 per day
$50 per day
$50
n/a
1 2
3 4
5 6
7 #
Description
Fee
1 Janitorial Fee
Actual Cost
$125
2 Staffing
$25 / hour
3 Security
Actual Cost
* Reservation cancellation fees and cleaning deposit fees apply. See Facility Use Policy.
Other Fees, If Applicable
Group 7:
Commercial entities or organizations not located in Lake Forest.
Group 4: Non-Resident Non-Profit Organization:
- Resident non-profit organizations conducting social, cultural, educational, or recreational activities are considered in this group.
Group 5: Non-Resident Private Party
- Residents requesting use for a private party.
Group 6:
Commercial entities or organizations located in Lake Forest.
Group 3: Resident Private Party
- Residents requesting use for a private party.
Performing Arts Center Hourly Rental Fees (Per Hour)
Overview of User Groups
Group 1: City Sponsored or Co-Sponsored
- All City of Lake Forest initiated, conducted, or co-sponsored activities and agencies with a reciprocal use agreement and governmental agencies servicing Lake Forest residents.
Group 2: Resident Non-Profit Organization
- Resident non-profit organizations conducting social, cultural, educational, or recreational activities are considered in this group.
Rentals with Alcohol On-Site
For events with alcohol on-site add 10% to base rental fee Discounted Rate for Rehearsal Use
Rentals for Rehearsal Use Only Will be 60% of Hourly Rate Listed Above 11 Item: 17
425
City of Lake Forest
CLUBHOUSE RENTAL FEES
#
Classification
Group 1
Group 2
Group 3
Group 4
Group 5
Group 6
Group 7
Deposit
1 Multipurpose Rm.
No Charge
$120
$160
$200
$320
$400
$480
$200
2 Kitchen
No Charge
$10
$20
$25
$35
$40
$50
n/a
3 Outdoor Patio Area
No Charge
$50
$75
$100
$150
$200
$250
n/a
1 2
3 4
5 6
7 #
Description
Fee
1 LCD Projector
$100
2 Black Table Linens
$7 each
3 Black Table Skirts
$10 each
4 TV/DVD
$25
5 American Flag
No Charge
6 Easel
No Charge
7 Podium
No Charge
8 Coffee Makers (each)
$10
#
Description
Fee
1 Janitorial Fee
Actual Cost
$125
2 Staffing
$25 / hour
3 Security
Actual Cost
* Reservation cancellation fees and cleaning deposit fees apply. See Facility Use Policy.
Other Fees, If Applicable
Group 5: Non-Resident Private Party
- Residents requesting use for a private party.
Group 6:
Commercial entities or organizations located in Lake Forest.
Audio and Visual Equipment Fees
Clubhouse Hourly Rental Fees (Per Hour)
Overview of User Groups
Group 1: City Sponsored or Co-Sponsored
- All City of Lake Forest initiated, conducted, or co-sponsored activities and agencies with a reciprocal use agreement and governmental agencies servicing Lake Forest residents.
Group 2: Resident Non-Profit Organization
- Resident non-profit organizations conducting social, cultural, educational, or recreational activities are considered in this group.
Group 3: Resident Private Party
- Residents requesting use for a private party.
Group 4: Non-Resident Non-Profit Organization:
- Resident non-profit organizations conducting social, cultural, educational, or recreational activities are considered in this group.
Group 7:
Commercial entities or organizations not located in Lake Forest.
Rentals with Alcohol On-Site
For events with alcohol on-site add 10% to base rental fee 12 Item: 17
426
City of Lake Forest
ELECTRIC VEHICLE CHARGING STATION FEES
Fee
Charge Basis
Note
1 Electric Vehicle Charging Stations
a) Base Charging Rate
$0.30
per kWh
b) Hourly Rate for vehicles occupying charging station after being fully charged
$6.00
per hour
Activity Description
13 Item: 17
427
City of Lake Forest
PARKING PERMIT FEES
Fee
Charge Basis
Note
1 Parking Permit
a) Resident Parking Permit
$20
per year
[a]
b) Oversized Commercial Vehicle Parking Permit
$40
per year
c) Recreational Vehicle Parking Permit
$0 (No Charge)
no charge
d) Commercial Passenger Van (e.g. Sprinter Van) Parking Permit $0 (No Charge)
no charge
e) Guest Parking (Online)
$0 (No Charge)
no charge
[a] Fee amount represents 50% of City permit processing costs.
Activity Description
14 Item: 17
428
City of Lake Forest
ADMINISTRATIVE FEES
Current Fee
Proposed Fee
Charge Basis
Note
1 Passport Fee
a) Photos
$10
$10
Fixed Fee
b) Execution
$35
$35
Fixed Fee
[a]
2 Notary Fee
$15
$15
Per Signature
[a]
3 Records Retention / Imaging Fee
a) Permits
$5
$5
Each
b) Plans
i) Base Fee
$10
$10
Each
ii) Plus, per page Fee
$1.60
$1.60
Per Page
4 Public Meeting Audio / Digital Copy
$20
$20
Fixed Fee
5 Photocopying
a) First Copy
$0.75
$0.75
Fixed Fee
b) Each Additional Copy to 99
$0.15
$0.15
Fixed Fee
c) 100 to 299 Copies
$15.00
$15.00
Deposit
d) 300+ Copies
$45.00
$45.00
Deposit
6 Microfilm Copying
a) 8.5" x 11" (each copy)
$0.75
$0.75
Fixed Fee
b) Oversized Copies
Actual Cost
Actual Cost
Deposit
7 Map Duplication
a) Oversized Copies
Actual Cost
Actual Cost
Deposit
8 Appeal of Citation/Fine Issued for Water Quality Offense $500, plus $2,500
deposit to cover
attorney and
consultant costs
$500, plus $2,500
deposit to cover
attorney and
consultant costs
Fixed Fee, plus pass-
through
[b]
9 Witness / Subpoena Fees
a) Witness Fee
i) Employees
$275.00
$275.00
Per Day
[c]
ii) Mileage Fees (per mile, each way)
$0.20
$0.20
Per Mile
[c]
b) Subpoena Fee
$15.00
$15.00
Fixed Fee
[c]
10 Fair Political Practices Commission
a) Research Records
$5.00
$5.00
Per hour
[a]
b) Reproduction of Records
$0.10
$0.10
Per page
[a]
11 Initiative Petition Processing Fee
$200.00
$200.00
Each
[a]
12 Candidates Statements of Qualifications
$25.00
$25.00
Each
[a]
13 Certification of Records
$1.00
$1.00
Per Document
14 Postage, If Applicable
Actual Cost
Actual Cost
Per Mailing
[d]
Activity Description
[d] City will charge actual postage costs upon request for mailing. [a] Fee set by State. All fees shown intended to match amounts established by State. All fees/deposits will change pursuant to any applicable amendment to State law.
[c] Conforms to California Government Code Section 68096.1. Witness fees paid at tender of subpoena plus full cost that City incurs in terms of salary and traveling expenses for employee.
[b] City fee for in-house support will be fixed at $500 (partial cost recovery). City will pass-through all eligible contract service support costs (e.g. City Attorney, etc.). 15 Item: 17
429
City of Lake Forest
FINANCE FEES
Current Fee
Proposed Fee
Charge Basis
Note
1 Non-Sufficient Funds Transaction
$25
$25
per transaction
2 Credit Card Transaction Fee
3%
3%
of fees paid
[a]
[a] Fee only applies when vendor service collects a transaction fee for credit card processing.
Activity Description
16 Item: 17
430
City of Lake Forest
MASSAGE ESTABLISHMENT PERMIT APPLICATION FEES
Current Fee
Proposed Fee
Charge Basis
Note
1 Massage Establishment Permit Application
='24'!P
a) Initial
$390
$405
Fixed Fee
='24'!P
b) Renewal
$390
$405
Fixed Fee
Activity Description
17 Item: 17
431
City of Lake Forest
VEHICLE IMPOUND/RELEASE AND POLICE/SHERIFF FALSE ALARM RESPONSE FEE Current Fee
Proposed Fee
Charge Basis
Note
1 Removal, Impound, Storage or Release of Vehicles
a) Due to driving without a license or with a suspended or revoked license $144
$150
each
b) Pursuant to other specific Vehicle Code violations
$144
$150
each
2 Responding to False Alarm Fee (Businesses and Residents) a) First and Second Response
$0 (No Charge)
$0 (No Charge)
each
b) Third and Subsequent Responses
$141
$146
each
Activity Description
* These fees are intended to mirror fees authorized by the Orange County Sheriff's Department (OCSD). OCSD provides police services to the City of Lake Forest, under contract. If OCSD updates fees subsequent to the adoption of this schedule, this schedule shall be presumed to reflect updated amounts. In the case of discrepancies, fee amounts authorized by OCSD shall supersede the amounts listed above. 18 Item: 17
432
City of Lake Forest
PARKING PENALTY BAIL SCHEDULE
Code
Violation Description
Amount
Reminder Notice
Mailed
Penalty Amount Due if
Payment is More than 15
Days After Reminder Notice
Penalty Amount Due if
Payment is More than 30
Days After Reminder Notice
4000(a)(1)
REGISTRATION NOT CURRENT
$60.00
+22 days
$35.00
$45.00
12.16.040(B)
PARKED FOR OVER 72-HOURS
$50.00
+22 days
$35.00
$45.00
12.16.040(C)
RV IN BUSINESS & INDUSTRIAL ZONE
$50.00
+22 days
$35.00
$45.00
12.16.040(D)
NO PARKING / NO STOPPING
$50.00
+22 days
$35.00
$45.00
12.16.040(E)
INOPERATIVE VEHICLE
$50.00
+22 days
$35.00
$45.00
12.16.040(F)
REPAIRING VEHICLE ON ROADWAY
$50.00
+22 days
$35.00
$45.00
12.16.040(G)
DETACHED TRAILER
$50.00
+22 days
$35.00
$45.00
12.16.070(A)
OVERSIZED VEHICLE
$50.00
+22 days
$35.00
$45.00
22500(a)
WITHIN AN INTERSECTION
$50.00
+22 days
$35.00
$45.00
22500(b)
WITHIN A CROSSWALK
$50.00
+22 days
$35.00
$45.00
22500(e)(1)
BLOCKING DRIVEWAY ACCESS
$50.00
+22 days
$35.00
$45.00
22500(f)
BLOCKING SIDEWALK ACCESS
$50.00
+22 days
$35.00
$45.00
22500(h)
DOUBLE PARKED
$50.00
+22 days
$35.00
$45.00
22500(k)
PARKED ON BRIDGE
$50.00
+22 days
$35.00
$45.00
22500(L)
BLOCKING WHEELCHAIR ACCESS RAMP
$300.00
+22 days
$35.00
$45.00
22500(m)
PARKED IN PUBLIC TRANSIT BUS STOP
$50.00
+22 days
$35.00
$45.00
22500.1
MARKED FIRE LANE
$50.00
+22 days
$35.00
$45.00
22502(a)
PKG-18" FROM CURB/ WRONG WAY
$50.00
+22 days
$35.00
$45.00
22507.8(a)
DISABLED - NO VISIBLE PLACARD
$300.00
+22 days
$35.00
$45.00
22507.8(b)
DISABLED - BLOCKING ACCESS
$300.00
+22 days
$35.00
$45.00
22507.8(c)(1)
DISABLED - BOUNDARY LINES
$300.00
+22 days
$35.00
$45.00
22507.8(c)(2)
DISABLED - CROSSHATCHED SECTION
$300.00
+22 days
$35.00
$45.00
22514
FIRE HYDRANT - WITHIN 15 FEET
$50.00
+22 days
$35.00
$45.00
22515(a)
UNATTENDED VEHICLE LEFT RUNNING
$50.00
+22 days
$35.00
$45.00
22515(b)
UNATTENDED VEHICLE WITHOUT BLOCKS
$50.00
+22 days
$35.00
$45.00
22523(a)
ABANDONED VEHICLE
$125.00
+22 days
$35.00
$45.00
5200(a)
NO LICENSE PLATE
$50.00
+22 days
$35.00
$45.00
5200(b)
NO LICENSE PLATE - 1 ISSUED
$50.00
+22 days
$35.00
$45.00
5201(a)
LICENSE PLATE IMPROPERLTY MOUNTED/SECURED
$50.00
+22 days
$35.00
$45.00
5201(c)
LICENSE PLATE COVERED
$50.00
+22 days
$35.00
$45.00
5202(a)
LICENSE PLATES NO LONGER VALID
$50.00
+22 days
$35.00
$45.00
5204(a)
MISSING LICENSE TAB
$50.00
+22 days
$35.00
$45.00
28071
MISSING BUMPER
$50.00
+22 days
$35.00
$45.00
21113A
PARKED ON PUBLIC GROUNDS
$50.00
+22 days
$35.00
$45.00
19 Item: 17
433
City of Lake Forest
BUILDING AND SAFETY FEES
New Construction - New Shell or New Building with Inside Improvement Current Total
Current Plan Check
Current Permit
Proposed Total
Proposed Plan Check
Proposed Permit
Note
A-1 Assembly, theaters, with stage
1 Type I-A Construction 0 to 5000 square feet
$5,500.00
$1,925.00
$3,575.00
$5,711.00
$1,999.00
$3,712.00
2 Type I-A Construction 5001 to 10000 square feet
$9,800.00
$3,430.00
$6,370.00
$10,175.00
$3,561.00
$6,614.00
3 Type I-A Construction 10001 to 15000 square feet
$12,500.00
$4,375.00
$8,125.00
$12,979.00
$4,543.00
$8,436.00
4 Type I-A Construction 15001 to 25000 square feet
$17,000.00
$5,950.00
$11,050.00
$17,652.00
$6,178.00
$11,474.00
5 Each additional 1000 square feet
$900.00
$315.00
$585.00
$934.00
$327.00
$607.00
6 Type I-B Construction 0 to 5000 square feet
$4,200.00
$1,470.00
$2,730.00
$4,361.00
$1,526.00
$2,835.00
7 Type I-B Construction 5001 to 10000 square feet
$7,200.00
$2,520.00
$4,680.00
$7,476.00
$2,617.00
$4,859.00
8 Type I-B Construction 10001 to 15000 square feet
$10,000.00
$3,500.00
$6,500.00
$10,383.00
$3,634.00
$6,749.00
9 Type I-B Construction 15001 to 25000 square
$13,600.00
$4,760.00
$8,840.00
$14,121.00
$4,942.00
$9,179.00
10 Each additional 1000 square feet
$1,000.00
$350.00
$650.00
$1,038.00
$363.00
$675.00
11 Type II-A Construction 0 to 5000 square feet
$4,300.00
$1,505.00
$2,795.00
$4,465.00
$1,563.00
$2,902.00
12 Type II-A Construction 5001 to 10000 square feet
$7,500.00
$2,625.00
$4,875.00
$7,788.00
$2,726.00
$5,062.00
13 Type II-A Construction 10001 to 15000 square feet
$10,300.00
$3,605.00
$6,695.00
$10,695.00
$3,743.00
$6,952.00
14 Type II-A Construction 15001 to 25000 square
$14,100.00
$4,935.00
$9,165.00
$14,640.00
$5,124.00
$9,516.00
15 Each additional 1000 square feet
$1,000.00
$350.00
$650.00
$1,038.00
$363.00
$675.00
16 Type II-B Construction 0 to 5000 square feet
$4,200.00
$1,470.00
$2,730.00
$4,361.00
$1,526.00
$2,835.00
17 Type II-B Construction 5001 to 10000 square feet
$7,200.00
$2,520.00
$4,680.00
$7,476.00
$2,617.00
$4,859.00
18 Type II-B Construction 10001 to 15000 square feet
$10,000.00
$3,500.00
$6,500.00
$10,383.00
$3,634.00
$6,749.00
19 Type II-B Construction 15001 to 25000 square
$13,600.00
$4,760.00
$8,840.00
$14,121.00
$4,942.00
$9,179.00
20 Each additional 1000 square feet
$1,000.00
$350.00
$650.00
$1,038.00
$363.00
$675.00
21 Type III-A Construction 0 to 5000 square feet
$4,500.00
$1,575.00
$2,925.00
$4,672.00
$1,635.00
$3,037.00
22 Type III-A Construction 5001 to 10000 square feet
$7,800.00
$2,730.00
$5,070.00
$8,099.00
$2,835.00
$5,264.00
23 Type III-A Construction 10001 to 15000 square feet
$10,600.00
$3,710.00
$6,890.00
$11,006.00
$3,852.00
$7,154.00
24 Type III-A Construction 15001 to 25000 square feet
$14,600.00
$5,110.00
$9,490.00
$15,160.00
$5,306.00
$9,854.00
25 Each additional 1000 square feet
$1,000.00
$350.00
$650.00
$1,038.00
$363.00
$675.00
26 Type III-B Construction 0 to 5000 square feet
$4,300.00
$1,505.00
$2,795.00
$4,465.00
$1,563.00
$2,902.00
27 Type III-B Construction 5001 to 10000 square feet
$7,500.00
$2,625.00
$4,875.00
$7,788.00
$2,726.00
$5,062.00
28 Type III-B Construction 10001 to 15000 square feet
$10,300.00
$3,605.00
$6,695.00
$10,695.00
$3,743.00
$6,952.00
29 Type III-B Construction 15001 to 25000 square
$14,100.00
$4,935.00
$9,165.00
$14,640.00
$5,124.00
$9,516.00
30 Each additional 1000 square feet
$1,000.00
$350.00
$650.00
$1,038.00
$363.00
$675.00
31 Type IV Construction 0 to 5000 square feet
$4,300.00
$1,505.00
$2,795.00
$4,465.00
$1,563.00
$2,902.00
32 Type IV Construction 5001 to 10000 square feet
$7,500.00
$2,625.00
$4,875.00
$7,788.00
$2,726.00
$5,062.00
33 Type IV Construction 10001 to 15000 square feet
$10,300.00
$3,605.00
$6,695.00
$10,695.00
$3,743.00
$6,952.00
34 Type IV Construction 15001 to 25000 square
$14,100.00
$4,935.00
$9,165.00
$14,640.00
$5,124.00
$9,516.00
35 Each additional 1000 square feet
$1,000.00
$350.00
$650.00
$1,038.00
$363.00
$675.00
Fee Description
20 Item: 17
434
City of Lake Forest
BUILDING AND SAFETY FEES
New Construction - New Shell or New Building with Inside Improvement Current Total
Current Plan Check
Current Permit
Proposed Total
Proposed Plan Check
Proposed Permit
Note
Fee Description
36 Type V-A Construction 0 to 5000 square feet
$4,300.00
$1,505.00
$2,795.00
$4,465.00
$1,563.00
$2,902.00
37 Type V-A Construction 5001 to 10000 square feet
$7,600.00
$2,660.00
$4,940.00
$7,891.00
$2,762.00
$5,129.00
38 Type V-A Construction 10001 to 15000 square feet
$10,300.00
$3,605.00
$6,695.00
$10,695.00
$3,743.00
$6,952.00
39 Type V-A Construction 15001 to 25000 square feet
$14,200.00
$4,970.00
$9,230.00
$14,744.00
$5,160.00
$9,584.00
40 Each additional 1000 square feet
$1,000.00
$350.00
$650.00
$1,038.00
$363.00
$675.00
41 Type V-B Construction 0 to 5000 square feet
$4,100.00
$1,435.00
$2,665.00
$4,257.00
$1,490.00
$2,767.00
42 Type V-B Construction 5001 to 10000 square feet
$7,200.00
$2,520.00
$4,680.00
$7,476.00
$2,617.00
$4,859.00
43 Type V-B Construction 10001 to 15000 square feet
$9,900.00
$3,465.00
$6,435.00
$10,280.00
$3,598.00
$6,682.00
44 Type V-B Construction 15001 to 25000 square feet
$13,500.00
$4,725.00
$8,775.00
$14,017.00
$4,906.00
$9,111.00
45 Each additional 1000 square feet
$1,000.00
$350.00
$650.00
$1,038.00
$363.00
$675.00
46 For Permits Requiring Plumbing, Electric, or Mechanical Review the following percentages shall be added to base fees:* a) Plumbing Fees
12%
12%
12%
12%
12%
12%
b) Electrical Fees
12%
12%
12%
12%
12%
12%
c) Mechanical Fees
12%
12%
12%
12%
12%
12%
* Alternatively, the City may calculate applicable plumbing, electric, and mechanical fees using individual A/C and fixture count fees identified in this schedule. 21 Item: 17
435
City of Lake Forest
BUILDING AND SAFETY FEES
New Construction - New Shell or New Building with Inside Improvement Current Total
Current Plan Check
Current Permit
Proposed Total
Proposed Plan Check
Proposed Permit
Note
A-1 Assembly, theaters, without stage
1 Type I-A Construction 0 to 5000 square feet
$5,700.00
$1,995.00
$3,705.00
$5,918.00
$2,071.00
$3,847.00
2 Type I-A Construction 5001 to 10000 square feet
$10,000.00
$3,500.00
$6,500.00
$10,383.00
$3,634.00
$6,749.00
3 Type I-A Construction 10001 to 15000 square ft.
$12,800.00
$4,480.00
$8,320.00
$13,291.00
$4,652.00
$8,639.00
4 Each additional 1000 square feet
$1,000.00
$350.00
$650.00
$1,038.00
$363.00
$675.00
5 Type I-B Construction 0 to 5000 square feet
$4,300.00
$1,505.00
$2,795.00
$4,465.00
$1,563.00
$2,902.00
6 Type I-B Construction 5001 to 10000 square feet
$7,600.00
$2,660.00
$4,940.00
$7,891.00
$2,762.00
$5,129.00
7 Type I-B Construction 10001 to 15000 square feet
$10,300.00
$3,605.00
$6,695.00
$10,695.00
$3,743.00
$6,952.00
8 Each additional 1000 square feet
$1,000.00
$350.00
$650.00
$1,038.00
$363.00
$675.00
9 Type II-A Construction 0 to 5000 square feet
$5,700.00
$1,995.00
$3,705.00
$5,918.00
$2,071.00
$3,847.00
10 Type II-A Construction 5001 to 10000 square feet
$10,000.00
$3,500.00
$6,500.00
$10,383.00
$3,634.00
$6,749.00
11 Type II-A Construction 10001 to 15000 square ft.
$12,800.00
$4,480.00
$8,320.00
$13,291.00
$4,652.00
$8,639.00
12 Each additional 1000 square feet
$1,000.00
$350.00
$650.00
$1,038.00
$363.00
$675.00
13 Type II-B Construction 0 to 5000 square feet
$4,300.00
$1,505.00
$2,795.00
$4,465.00
$1,563.00
$2,902.00
14 Type II-B Construction 5001 to 10000 square feet
$7,600.00
$2,660.00
$4,940.00
$7,891.00
$2,762.00
$5,129.00
15 Type II-B Construction 10001 to 15000 square feet
$10,300.00
$3,605.00
$6,695.00
$10,695.00
$3,743.00
$6,952.00
16 Each additional 1000 square feet
$1,000.00
$350.00
$650.00
$1,038.00
$363.00
$675.00
17 Type III-A Construction 0 to 5000 square feet
$4,500.00
$1,575.00
$2,925.00
$4,672.00
$1,635.00
$3,037.00
18 Type III-A Construction 5001 to 10000 square feet
$7,800.00
$2,730.00
$5,070.00
$8,099.00
$2,835.00
$5,264.00
19 Type III-A Construction 10001 to 15000 square feet
$10,600.00
$3,710.00
$6,890.00
$11,006.00
$3,852.00
$7,154.00
20 Each additional 1000 square feet
$1,000.00
$350.00
$650.00
$1,038.00
$363.00
$675.00
21 Type III-B Construction 0 to 5000 square feet
$4,300.00
$1,505.00
$2,795.00
$4,465.00
$1,563.00
$2,902.00
22 Type III-B Construction 5001 to 10000 square feet
$7,600.00
$2,660.00
$4,940.00
$7,891.00
$2,762.00
$5,129.00
23 Type III-B Construction 10001 to 15000 square feet
$10,300.00
$3,605.00
$6,695.00
$10,695.00
$3,743.00
$6,952.00
24 Each additional 1000 square feet
$1,000.00
$350.00
$650.00
$1,038.00
$363.00
$675.00
25 Type IV Construction 0 to 5000 square feet
$4,300.00
$1,505.00
$2,795.00
$4,465.00
$1,563.00
$2,902.00
26 Type IV Construction 5001 to 10000 square feet
$7,600.00
$2,660.00
$4,940.00
$7,891.00
$2,762.00
$5,129.00
27 Type IV Construction 10001 to 15000 square feet
$10,300.00
$3,605.00
$6,695.00
$10,695.00
$3,743.00
$6,952.00
28 Each additional 1000 square feet
$1,000.00
$350.00
$650.00
$1,038.00
$363.00
$675.00
29 Type V-A Construction 0 to 5000 square feet
$4,300.00
$1,505.00
$2,795.00
$4,465.00
$1,563.00
$2,902.00
30 Type V-A Construction 5001 to 10000 square feet
$7,500.00
$2,625.00
$4,875.00
$7,788.00
$2,726.00
$5,062.00
31 Type V-A Construction 10001 to 15000 square feet
$10,200.00
$3,570.00
$6,630.00
$10,591.00
$3,707.00
$6,884.00
32 Each additional 1000 square feet
$1,000.00
$350.00
$650.00
$1,038.00
$363.00
$675.00
Fee Description
22 Item: 17
436
City of Lake Forest
BUILDING AND SAFETY FEES
New Construction - New Shell or New Building with Inside Improvement Current Total
Current Plan Check
Current Permit
Proposed Total
Proposed Plan Check
Proposed Permit
Note
Fee Description
33 Type V-B Construction 0 to 5000 square feet
$4,100.00
$1,435.00
$2,665.00
$4,257.00
$1,490.00
$2,767.00
34 Type V-B Construction 5001 to 10000 square feet
$7,200.00
$2,520.00
$4,680.00
$7,476.00
$2,617.00
$4,859.00
35 Type V-B Construction 10001 to 15000 square feet
$9,900.00
$3,465.00
$6,435.00
$10,280.00
$3,598.00
$6,682.00
36 Each additional 1000 square feet
$1,000.00
$350.00
$650.00
$1,038.00
$363.00
$675.00
37 For Permits Requiring Plumbing, Electric, or Mechanical Review the following percentages shall be added to base fees:* a) Plumbing Fees
12%
12%
12%
12%
12%
12%
b) Electrical Fees
12%
12%
12%
12%
12%
12%
c) Mechanical Fees
12%
12%
12%
12%
12%
12%
* Alternatively, the City may calculate applicable plumbing, electric, and mechanical fees using individual A/C and fixture count fees identified in this schedule. 23 Item: 17
437
City of Lake Forest
BUILDING AND SAFETY FEES
New Construction - New Shell or New Building with Inside Improvement Current Total
Current Plan Check
Current Permit
Proposed Total
Proposed Plan Check
Proposed Permit
Note
A-2 Assembly, restaurants, bars, banquet halls, nightclubs 1 Type I-A Construction 0 to 5000 square feet
$6,240.00
$2,184.00
$4,056.00
$6,479.00
$2,268.00
$4,211.00
2 Type I-A Construction 5001 to 10000 square feet
$11,280.00
$3,948.00
$7,332.00
$11,712.00
$4,099.00
$7,613.00
3 Each additional 1000 square feet
$1,800.00
$630.00
$1,170.00
$1,869.00
$654.00
$1,215.00
4 Type I-B Construction 0 to 5000 square feet
$4,680.00
$1,638.00
$3,042.00
$4,860.00
$1,701.00
$3,159.00
5 Type I-B Construction 5001 to 10000 square feet
$8,460.00
$2,961.00
$5,499.00
$8,784.00
$3,074.00
$5,710.00
6 Each additional 1000 square feet
$1,350.00
$472.50
$877.50
$1,402.00
$491.00
$911.00
7 Type II-A Construction 0 to 5000 square feet
$4,992.00
$1,747.20
$3,244.80
$5,183.00
$1,814.00
$3,369.00
8 Type II-A Construction 5001 to 10000 square feet
$9,024.00
$3,158.40
$5,865.60
$9,369.00
$3,279.00
$6,090.00
9 Each additional 1000 square feet
$1,440.00
$504.00
$936.00
$1,495.00
$523.00
$972.00
10 Type II-B Construction 0 to 5000 square feet
$4,680.00
$1,638.00
$3,042.00
$4,860.00
$1,701.00
$3,159.00
11 Type II-B Construction 5001 to 10000 square feet
$8,460.00
$2,961.00
$5,499.00
$8,784.00
$3,074.00
$5,710.00
12 Each additional 1000 square feet
$1,350.00
$472.50
$877.50
$1,402.00
$491.00
$911.00
13 Type III-A Construction 0 to 5000 square feet
$5,200.00
$1,820.00
$3,380.00
$5,400.00
$1,890.00
$3,510.00
14 Type III-A Construction 5001 to 10000 square feet
$9,400.00
$3,290.00
$6,110.00
$9,760.00
$3,416.00
$6,344.00
15 Each additional 1000 square feet
$1,500.00
$525.00
$975.00
$1,557.00
$545.00
$1,012.00
16 Type III-B Construction 0 to 5000 square feet
$5,100.00
$1,785.00
$3,315.00
$5,295.00
$1,853.00
$3,442.00
17 Type III-B Construction 5001 to 10000 square feet
$9,100.00
$3,185.00
$5,915.00
$9,449.00
$3,307.00
$6,142.00
18 Each additional 1000 square feet
$1,400.00
$490.00
$910.00
$1,454.00
$509.00
$945.00
19 Type IV Construction 0 to 5000 square feet
$5,100.00
$1,785.00
$3,315.00
$5,295.00
$1,853.00
$3,442.00
20 Type IV Construction 5001 to 10000 square feet
$9,100.00
$3,185.00
$5,915.00
$9,449.00
$3,307.00
$6,142.00
21 Each additional 1000 square feet
$1,400.00
$490.00
$910.00
$1,454.00
$509.00
$945.00
22 Type V-A Construction 0 to 5000 square feet
$4,900.00
$1,715.00
$3,185.00
$5,088.00
$1,781.00
$3,307.00
23 Type V-A Construction 5001 to 10000 square feet
$8,700.00
$3,045.00
$5,655.00
$9,034.00
$3,162.00
$5,872.00
24 Each additional 1000 square feet
$1,400.00
$490.00
$910.00
$1,454.00
$509.00
$945.00
25 Type V-B Construction 0 to 5000 square feet
$4,700.00
$1,645.00
$3,055.00
$4,880.00
$1,708.00
$3,172.00
26 Type V-B Construction 5001 to 10000 square feet
$8,300.00
$2,905.00
$5,395.00
$8,618.00
$3,016.00
$5,602.00
27 Each additional 1000 square feet
$1,300.00
$455.00
$845.00
$1,349.00
$472.00
$877.00
Fee Description
24 Item: 17
438
City of Lake Forest
BUILDING AND SAFETY FEES
New Construction - New Shell or New Building with Inside Improvement Current Total
Current Plan Check
Current Permit
Proposed Total
Proposed Plan Check
Proposed Permit
Note
Fee Description
28 For Permits Requiring Plumbing, Electric, or Mechanical Review the following percentages shall be added to base fees:* a) Plumbing Fees
12%
12%
12%
12%
12%
12%
b) Electrical Fees
12%
12%
12%
12%
12%
12%
c) Mechanical Fees
12%
12%
12%
12%
12%
12%
* Alternatively, the City may calculate applicable plumbing, electric, and mechanical fees using individual A/C and fixture count fees identified in this schedule. 25 Item: 17
439
City of Lake Forest
BUILDING AND SAFETY FEES
New Construction - New Shell or New Building with Inside Improvement Current Total
Current Plan Check
Current Permit
Proposed Total
Proposed Plan Check
Proposed Permit
Note
A-3 Assembly, churches
1 Type I-A Construction 0 to 5000 square feet
$5,300.00
$1,855.00
$3,445.00
$5,503.00
$1,926.00
$3,577.00
2 Type I-A Construction 5001 to 10000 square feet
$9,500.00
$3,325.00
$6,175.00
$9,864.00
$3,452.00
$6,412.00
3 Type I-A Construction 10001 to 15000 square feet
$12,000.00
$4,200.00
$7,800.00
$12,460.00
$4,361.00
$8,099.00
4 Type I-A Construction 15001 to 25000 square feet
$16,400.00
$5,740.00
$10,660.00
$17,029.00
$5,960.00
$11,069.00
5 Each additional 1000 square feet
$900.00
$315.00
$585.00
$934.00
$327.00
$607.00
6 Type I-B Construction 0 to 5000 square feet
$3,975.00
$1,391.25
$2,583.75
$4,128.00
$1,445.00
$2,683.00
7 Type I-B Construction 5001 to 10000 square feet
$7,125.00
$2,493.75
$4,631.25
$7,398.00
$2,589.00
$4,809.00
8 Type I-B Construction 10001 to 15000 square feet
$9,000.00
$3,150.00
$5,850.00
$9,345.00
$3,271.00
$6,074.00
9 Type I-B Construction 15001 to 25000 square feet
$12,300.00
$4,305.00
$7,995.00
$12,771.00
$4,470.00
$8,301.00
10 Each additional 1000 square feet
$675.00
$236.25
$438.75
$701.00
$245.00
$456.00
11 Type II-A Construction 0 to 5000 square feet
$4,200.00
$1,470.00
$2,730.00
$4,361.00
$1,526.00
$2,835.00
12 Type II-A Construction 5001 to 10000 square feet
$7,400.00
$2,590.00
$4,810.00
$7,683.00
$2,689.00
$4,994.00
13 Type II-A Construction 10001 to 15000 square feet
$10,200.00
$3,570.00
$6,630.00
$10,591.00
$3,707.00
$6,884.00
14 Type II-A Construction 15001 to 25000 square feet
$13,900.00
$4,865.00
$9,035.00
$14,432.00
$5,051.00
$9,381.00
15 Each additional 1000 square feet
$1,000.00
$350.00
$650.00
$1,038.00
$363.00
$675.00
16 Type II-B Construction 0 to 5000 square feet
$4,100.00
$1,435.00
$2,665.00
$4,257.00
$1,490.00
$2,767.00
17 Type II-B Construction 5001 to 10000 square feet
$7,100.00
$2,485.00
$4,615.00
$7,372.00
$2,580.00
$4,792.00
18 Type Il-B Construction 10001 to 15000 square feet
$9,900.00
$3,465.00
$6,435.00
$10,280.00
$3,598.00
$6,682.00
19 Type II-B Construction 15001 to 25000 square feet
$13,400.00
$4,690.00
$8,710.00
$13,914.00
$4,870.00
$9,044.00
20 Each additional 1000 square feet
$1,000.00
$350.00
$650.00
$1,038.00
$363.00
$675.00
21 Type III-A Construction 0 to 5000 square feet
$4,500.00
$1,575.00
$2,925.00
$4,672.00
$1,635.00
$3,037.00
22 Type III-A Construction 5001 to 10000 square feet
$7,900.00
$2,765.00
$5,135.00
$8,203.00
$2,871.00
$5,332.00
23 Type III-A Construction 10001 to 15000 square feet
$10,700.00
$3,745.00
$6,955.00
$11,111.00
$3,889.00
$7,222.00
24 Type III-A Construction 15001 to 25000 square feet
$14,800.00
$5,180.00
$9,620.00
$15,368.00
$5,379.00
$9,989.00
25 Each additional 1000 square feet
$900.00
$315.00
$585.00
$934.00
$327.00
$607.00
26 Type III-B Construction 0 to 5000 square feet
$4,300.00
$1,505.00
$2,795.00
$4,465.00
$1,563.00
$2,902.00
27 Type III-B Construction 5001 to 10000 square feet
$7,700.00
$2,695.00
$5,005.00
$7,995.00
$2,798.00
$5,197.00
28 Type III-B Construction 10001 to 15000 square feet
$10,400.00
$3,640.00
$6,760.00
$10,799.00
$3,780.00
$7,019.00
29 Type III-B Construction 15001 to 25000 square feet
$14,300.00
$5,005.00
$9,295.00
$14,848.00
$5,197.00
$9,651.00
30 Each additional 1000 square feet
$1,000.00
$350.00
$650.00
$1,038.00
$363.00
$675.00
31 Type IV Construction 0 to 5000 square feet
$4,300.00
$1,505.00
$2,795.00
$4,465.00
$1,563.00
$2,902.00
32 Type IV Construction 5001 to 10000 square feet
$7,700.00
$2,695.00
$5,005.00
$7,995.00
$2,798.00
$5,197.00
33 Type IV Construction 10001 to 15000 square feet
$10,400.00
$3,640.00
$6,760.00
$10,799.00
$3,780.00
$7,019.00
34 Type IV Construction 15001 to 25000 square feet
$14,300.00
$5,005.00
$9,295.00
$14,848.00
$5,197.00
$9,651.00
35 Each additional 1000 square feet
$1,000.00
$350.00
$650.00
$1,038.00
$363.00
$675.00
Fee Description
26 Item: 17
440
City of Lake Forest
BUILDING AND SAFETY FEES
New Construction - New Shell or New Building with Inside Improvement Current Total
Current Plan Check
Current Permit
Proposed Total
Proposed Plan Check
Proposed Permit
Note
Fee Description
36 Type V-A Construction 0 to 5000 square feet
$4,300.00
$1,505.00
$2,795.00
$4,465.00
$1,563.00
$2,902.00
37 Type V-A Construction 5001 to 10000 square feet
$7,500.00
$2,625.00
$4,875.00
$7,788.00
$2,726.00
$5,062.00
38 Type V-A Construction 10001 to 15000 square feet
$10,300.00
$3,605.00
$6,695.00
$10,695.00
$3,743.00
$6,952.00
39 Type V-A Construction 15001 to 25000 square feet
$14,100.00
$4,935.00
$9,165.00
$14,640.00
$5,124.00
$9,516.00
40 Each additional 1000 square feet
$1,000.00
$350.00
$650.00
$1,038.00
$363.00
$675.00
41 Type V-B Construction 0 to 5000 square feet
$4,100.00
$1,435.00
$2,665.00
$4,257.00
$1,490.00
$2,767.00
42 Type V-B Construction 5001 to 10000 square feet
$7,200.00
$2,520.00
$4,680.00
$7,476.00
$2,617.00
$4,859.00
43 Type V-B Construction 10001 to 15000 square feet
$9,900.00
$3,465.00
$6,435.00
$10,280.00
$3,598.00
$6,682.00
44 Type V-B Construction 15001 to 25000 square feet
$13,500.00
$4,725.00
$8,775.00
$14,017.00
$4,906.00
$9,111.00
45 Each additional 1000 square feet
$1,000.00
$350.00
$650.00
$1,038.00
$363.00
$675.00
46 For Permits Requiring Plumbing, Electric, or Mechanical Review the following percentages shall be added to base fees:* a) Plumbing Fees
12%
12%
12%
12%
12%
12%
b) Electrical Fees
12%
12%
12%
12%
12%
12%
c) Mechanical Fees
12%
12%
12%
12%
12%
12%
* Alternatively, the City may calculate applicable plumbing, electric, and mechanical fees using individual A/C and fixture count fees identified in this schedule. 27 Item: 17
441
City of Lake Forest
BUILDING AND SAFETY FEES
New Construction - New Shell or New Building with Inside Improvement Current Total
Current Plan Check
Current Permit
Proposed Total
Proposed Plan Check
Proposed Permit
Note
A-3 Assembly, general, community halls, libraries, museums 1 Type I-A Construction 0 to 5000 square feet
$6,100.00
$2,135.00
$3,965.00
$6,334.00
$2,217.00
$4,117.00
2 Type I-A Construction 5001 to 10000 square feet
$10,400.00
$3,640.00
$6,760.00
$10,799.00
$3,780.00
$7,019.00
3 Each additional 1000 square feet
$1,000.00
$350.00
$650.00
$1,038.00
$363.00
$675.00
4 Type I-B Construction 0 to 5000 square feet
$4,500.00
$1,575.00
$2,925.00
$4,672.00
$1,635.00
$3,037.00
5 Type I-B Construction 5001 to 10000 square feet
$7,900.00
$2,765.00
$5,135.00
$8,203.00
$2,871.00
$5,332.00
6 Each additional 1000 square feet
$1,300.00
$455.00
$845.00
$1,349.00
$472.00
$877.00
7 Type II-A Construction 0 to 5000 square feet
$4,700.00
$1,645.00
$3,055.00
$4,880.00
$1,708.00
$3,172.00
8 Type II-A Construction 5001 to 10000 square feet
$8,300.00
$2,905.00
$5,395.00
$8,618.00
$3,016.00
$5,602.00
9 Each additional 1000 square feet
$1,300.00
$455.00
$845.00
$1,349.00
$472.00
$877.00
10 Type II-B Construction 0 to 5000 square feet
$4,500.00
$1,575.00
$2,925.00
$4,672.00
$1,635.00
$3,037.00
11 Type II-B Construction 5001 to 10000 square feet
$7,900.00
$2,765.00
$5,135.00
$8,203.00
$2,871.00
$5,332.00
12 Each additional 1000 square feet
$1,300.00
$455.00
$845.00
$1,349.00
$472.00
$877.00
13 Type III-A Construction 0 to 5000 square feet
$4,900.00
$1,715.00
$3,185.00
$5,088.00
$1,781.00
$3,307.00
14 Type III-A Construction 5001 to 10000 square feet
$8,700.00
$3,045.00
$5,655.00
$9,034.00
$3,162.00
$5,872.00
15 Each additional 1000 square feet
$1,400.00
$490.00
$910.00
$1,454.00
$509.00
$945.00
16 Type III-B Construction 0 to 5000 square feet
$4,700.00
$1,645.00
$3,055.00
$4,880.00
$1,708.00
$3,172.00
17 Type III-B Construction 5001 to 10000 square feet
$8,300.00
$2,905.00
$5,395.00
$8,618.00
$3,016.00
$5,602.00
18 Each additional 1000 square feet
$1,300.00
$455.00
$845.00
$1,349.00
$472.00
$877.00
19 Type IV Construction 0 to 5000 square feet
$4,700.00
$1,645.00
$3,055.00
$4,880.00
$1,708.00
$3,172.00
20 Type IV Construction 5001 to 10000 square feet
$8,300.00
$2,905.00
$5,395.00
$8,618.00
$3,016.00
$5,602.00
21 Each additional 1000 square feet
$1,300.00
$455.00
$845.00
$1,349.00
$472.00
$877.00
22 Type V-A Construction 0 to 5000 square feet
$4,700.00
$1,645.00
$3,055.00
$4,880.00
$1,708.00
$3,172.00
23 Type V-A Construction 5001 to 10000 square feet
$8,300.00
$2,905.00
$5,395.00
$8,618.00
$3,016.00
$5,602.00
24 Each additional 1000 square feet
$1,300.00
$455.00
$845.00
$1,349.00
$472.00
$877.00
25 Type V-B Construction 0 to 5000 square feet
$4,500.00
$1,575.00
$2,925.00
$4,672.00
$1,635.00
$3,037.00
26 Type V-B Construction 5001 to 10000 square feet
$7,900.00
$2,765.00
$5,135.00
$8,203.00
$2,871.00
$5,332.00
27 Each additional 1000 square feet
$1,300.00
$455.00
$845.00
$1,349.00
$472.00
$877.00
Fee Description
28 Item: 17
442
City of Lake Forest
BUILDING AND SAFETY FEES
New Construction - New Shell or New Building with Inside Improvement Current Total
Current Plan Check
Current Permit
Proposed Total
Proposed Plan Check
Proposed Permit
Note
Fee Description
28 For Permits Requiring Plumbing, Electric, or Mechanical Review the following percentages shall be added to base fees:* a) Plumbing Fees
12%
12%
12%
12%
12%
12%
b) Electrical Fees
12%
12%
12%
12%
12%
12%
c) Mechanical Fees
12%
12%
12%
12%
12%
12%
* Alternatively, the City may calculate applicable plumbing, electric, and mechanical fees using individual A/C and fixture count fees identified in this schedule. 29 Item: 17
443
City of Lake Forest
BUILDING AND SAFETY FEES
New Construction - New Shell or New Building with Inside Improvement Current Total
Current Plan Check
Current Permit
Proposed Total
Proposed Plan Check
Proposed Permit
Note
A-4 Assembly, arenas
1 Type I-A Construction 0 to 5000 square feet
$5,700.00
$1,995.00
$3,705.00
$5,918.00
$2,071.00
$3,847.00
2 Type I-A Construction 5001 to 10000 square feet
$10,000.00
$3,500.00
$6,500.00
$10,383.00
$3,634.00
$6,749.00
3 Type I-A Construction 10001 to 15000 square ft.
$12,800.00
$4,480.00
$8,320.00
$13,291.00
$4,652.00
$8,639.00
4 Each additional 1000 square feet
$1,000.00
$350.00
$650.00
$1,038.00
$363.00
$675.00
5 Type I-B Construction 0 to 5000 square feet
$4,300.00
$1,505.00
$2,795.00
$4,465.00
$1,563.00
$2,902.00
6 Type I-B Construction 5001 to 10000 square feet
$7,600.00
$2,660.00
$4,940.00
$7,891.00
$2,762.00
$5,129.00
7 Type I-B Construction 10001 to 15000 square feet
$10,300.00
$3,605.00
$6,695.00
$10,695.00
$3,743.00
$6,952.00
8 Each additional 1000 square feet
$1,000.00
$350.00
$650.00
$1,038.00
$363.00
$675.00
9 Type II-A Construction 0 to 5000 square feet
$5,700.00
$1,995.00
$3,705.00
$5,918.00
$2,071.00
$3,847.00
10 Type II-A Construction 5001 to 10000 square feet
$10,000.00
$3,500.00
$6,500.00
$10,383.00
$3,634.00
$6,749.00
11 Type II-A Construction 10001 to 15000 square ft.
$12,800.00
$4,480.00
$8,320.00
$13,291.00
$4,652.00
$8,639.00
12 Each additional 1000 square feet
$1,000.00
$350.00
$650.00
$1,038.00
$363.00
$675.00
13 Type II-B Construction 0 to 5000 square feet
$4,300.00
$1,505.00
$2,795.00
$4,465.00
$1,563.00
$2,902.00
14 Type II-B Construction 5001 to 10000 square feet
$7,600.00
$2,660.00
$4,940.00
$7,891.00
$2,762.00
$5,129.00
15 Type II-B Construction 10001 to 15000 square feet
$10,300.00
$3,605.00
$6,695.00
$10,695.00
$3,743.00
$6,952.00
16 Each additional 1000 square feet
$1,000.00
$350.00
$650.00
$1,038.00
$363.00
$675.00
17 Type III-A Construction 0 to 5000 square feet
$4,500.00
$1,575.00
$2,925.00
$4,672.00
$1,635.00
$3,037.00
18 Type III-A Construction 5001 to 10000 square feet
$7,800.00
$2,730.00
$5,070.00
$8,099.00
$2,835.00
$5,264.00
19 Type III-A Construction 10001 to 15000 square feet
$10,600.00
$3,710.00
$6,890.00
$11,006.00
$3,852.00
$7,154.00
20 Each additional 1000 square feet
$1,000.00
$350.00
$650.00
$1,038.00
$363.00
$675.00
21 Type III-B Construction 0 to 5000 square feet
$4,300.00
$1,505.00
$2,795.00
$4,465.00
$1,563.00
$2,902.00
22 Type III-B Construction 5001 to 10000 square feet
$7,600.00
$2,660.00
$4,940.00
$7,891.00
$2,762.00
$5,129.00
23 Type III-B Construction 10001 to 15000 square feet
$10,300.00
$3,605.00
$6,695.00
$10,695.00
$3,743.00
$6,952.00
24 Each additional 1000 square feet
$1,000.00
$350.00
$650.00
$1,038.00
$363.00
$675.00
25 Type IV Construction 0 to 5000 square feet
$4,300.00
$1,505.00
$2,795.00
$4,465.00
$1,563.00
$2,902.00
26 Type IV Construction 5001 to 10000 square feet
$7,600.00
$2,660.00
$4,940.00
$7,891.00
$2,762.00
$5,129.00
27 Type IV Construction 10001 to 15000 square feet
$10,300.00
$3,605.00
$6,695.00
$10,695.00
$3,743.00
$6,952.00
28 Each additional 1000 square feet
$1,000.00
$350.00
$650.00
$1,038.00
$363.00
$675.00
29 Type V-A Construction 0 to 5000 square feet
$4,300.00
$1,505.00
$2,795.00
$4,465.00
$1,563.00
$2,902.00
30 Type V-A Construction 5001 to 10000 square feet
$7,500.00
$2,625.00
$4,875.00
$7,788.00
$2,726.00
$5,062.00
31 Type V-A Construction 10001 to 15000 square feet
$10,200.00
$3,570.00
$6,630.00
$10,591.00
$3,707.00
$6,884.00
32 Each additional 1000 square feet
$1,000.00
$350.00
$650.00
$1,038.00
$363.00
$675.00
Fee Description
30 Item: 17
444
City of Lake Forest
BUILDING AND SAFETY FEES
New Construction - New Shell or New Building with Inside Improvement Current Total
Current Plan Check
Current Permit
Proposed Total
Proposed Plan Check
Proposed Permit
Note
Fee Description
33 Type V-B Construction 0 to 5000 square feet
$4,100.00
$1,435.00
$2,665.00
$4,257.00
$1,490.00
$2,767.00
34 Type V-B Construction 5001 to 10000 square feet
$7,200.00
$2,520.00
$4,680.00
$7,476.00
$2,617.00
$4,859.00
35 Type V-B Construction 10001 to 15000 square feet
$9,900.00
$3,465.00
$6,435.00
$10,280.00
$3,598.00
$6,682.00
36 Each additional 1000 square feet
$1,000.00
$350.00
$650.00
$1,038.00
$363.00
$675.00
37 For Permits Requiring Plumbing, Electric, or Mechanical Review the following percentages shall be added to base fees:* a) Plumbing Fees
12%
12%
12%
12%
12%
12%
b) Electrical Fees
12%
12%
12%
12%
12%
12%
c) Mechanical Fees
12%
12%
12%
12%
12%
12%
* Alternatively, the City may calculate applicable plumbing, electric, and mechanical fees using individual A/C and fixture count fees identified in this schedule. 31 Item: 17
445
City of Lake Forest
BUILDING AND SAFETY FEES
New Construction - New Shell or New Building with Inside Improvement Current Total
Current Plan Check
Current Permit
Proposed Total
Proposed Plan Check
Proposed Permit
Note
B - Business
1 Type I-A Construction 0 to 5000 square feet
$7,400.00
$2,590.00
$4,810.00
$7,683.00
$2,689.00
$4,994.00
2 Type I-A Construction 5001 to 10000 square feet
$12,000.00
$4,200.00
$7,800.00
$12,460.00
$4,361.00
$8,099.00
3 Each additional 1000 square feet
$1,000.00
$350.00
$650.00
$1,038.00
$363.00
$675.00
4 Type I-B Construction 0 to 5000 square feet
$5,550.00
$1,942.50
$3,607.50
$5,763.00
$2,017.00
$3,746.00
5 Type I-B Construction 5001 to 10000 square feet
$9,000.00
$3,150.00
$5,850.00
$9,345.00
$3,271.00
$6,074.00
6 Each additional 1000 square feet
$750.00
$262.50
$487.50
$779.00
$273.00
$506.00
7 Type II-A Construction 0 to 5000 square feet
$5,700.00
$1,995.00
$3,705.00
$5,918.00
$2,071.00
$3,847.00
8 Type II-A Construction 5001 to 10000 square feet
$10,000.00
$3,500.00
$6,500.00
$10,383.00
$3,634.00
$6,749.00
9 Each additional 1000 square feet
$1,000.00
$350.00
$650.00
$1,038.00
$363.00
$675.00
10 Type II-B Construction 0 to 5000 square feet
$5,500.00
$1,925.00
$3,575.00
$5,711.00
$1,999.00
$3,712.00
11 Type II-B Construction 5001 to 10000 square feet
$9,800.00
$3,430.00
$6,370.00
$10,175.00
$3,561.00
$6,614.00
12 Each additional 1000 square feet
$1,000.00
$350.00
$650.00
$1,038.00
$363.00
$675.00
13 Type III-A Construction 0 to 5000 square feet
$6,200.00
$2,170.00
$4,030.00
$6,437.00
$2,253.00
$4,184.00
14 Type III-A Construction 5001 to 10000 square feet
$10,600.00
$3,710.00
$6,890.00
$11,006.00
$3,852.00
$7,154.00
15 Each additional 1000 square feet
$1,000.00
$350.00
$650.00
$1,038.00
$363.00
$675.00
16 Type III-B Construction 0 to 5000 square feet
$6,100.00
$2,135.00
$3,965.00
$6,334.00
$2,217.00
$4,117.00
17 Type III-B Construction 5001 to 10000 square feet
$10,400.00
$3,640.00
$6,760.00
$10,799.00
$3,780.00
$7,019.00
18 Each additional 1000 square feet
$1,000.00
$350.00
$650.00
$1,038.00
$363.00
$675.00
19 Type IV Construction 0 to 5000 square feet
$6,100.00
$2,135.00
$3,965.00
$6,334.00
$2,217.00
$4,117.00
20 Type IV Construction 5001 to 10000 square feet
$10,400.00
$3,640.00
$6,760.00
$10,799.00
$3,780.00
$7,019.00
21 Each additional 1000 square feet
$1,000.00
$350.00
$650.00
$1,038.00
$363.00
$675.00
22 Type V-A Construction 0 to 5000 square feet
$5,700.00
$1,995.00
$3,705.00
$5,918.00
$2,071.00
$3,847.00
23 Type V-A Construction 5001 to 10000 square feet
$10,000.00
$3,500.00
$6,500.00
$10,383.00
$3,634.00
$6,749.00
24 Each additional 1000 square feet
$1,000.00
$350.00
$650.00
$1,038.00
$363.00
$675.00
25 Type V-B Construction 0 to 5000 square feet
$5,500.00
$1,925.00
$3,575.00
$5,711.00
$1,999.00
$3,712.00
26 Type V-B Construction 5001 to 10000 square feet
$9,800.00
$3,430.00
$6,370.00
$10,175.00
$3,561.00
$6,614.00
27 Each additional 1000 square feet
$1,000.00
$350.00
$650.00
$1,038.00
$363.00
$675.00
Fee Description
32 Item: 17
446
City of Lake Forest
BUILDING AND SAFETY FEES
New Construction - New Shell or New Building with Inside Improvement Current Total
Current Plan Check
Current Permit
Proposed Total
Proposed Plan Check
Proposed Permit
Note
Fee Description
28 For Permits Requiring Plumbing, Electric, or Mechanical Review the following percentages shall be added to base fees:* a) Plumbing Fees
12%
12%
12%
12%
12%
12%
b) Electrical Fees
12%
12%
12%
12%
12%
12%
c) Mechanical Fees
12%
12%
12%
12%
12%
12%
* Alternatively, the City may calculate applicable plumbing, electric, and mechanical fees using individual A/C and fixture count fees identified in this schedule. 33 Item: 17
447
City of Lake Forest
BUILDING AND SAFETY FEES
New Construction - New Shell or New Building with Inside Improvement Current Total
Current Plan Check
Current Permit
Proposed Total
Proposed Plan Check
Proposed Permit
Note
B - Business, bowling alley
1 Type I-A Construction 0 to 5000 square feet
$3,300.00
$1,155.00
$2,145.00
$3,426.00
$1,199.00
$2,227.00
2 Type I-A Construction 5001 to 10000 square feet
$5,400.00
$1,890.00
$3,510.00
$5,607.00
$1,962.00
$3,645.00
3 Type I-A Construction 10001 to 15000 square ft.
$7,600.00
$2,660.00
$4,940.00
$7,891.00
$2,762.00
$5,129.00
4 Each additional 1000 square feet
$990.00
$346.50
$643.50
$1,028.00
$360.00
$668.00
5 Type I-B Construction 0 to 5000 square feet
$3,200.00
$1,120.00
$2,080.00
$3,323.00
$1,163.00
$2,160.00
6 Type I-B Construction 5001 to 10000 square feet
$5,100.00
$1,785.00
$3,315.00
$5,295.00
$1,853.00
$3,442.00
7 Type I-B Construction 10001 to 15000 square ft.
$7,200.00
$2,520.00
$4,680.00
$7,476.00
$2,617.00
$4,859.00
8 Each additional 1000 square feet
$990.00
$346.50
$643.50
$1,028.00
$360.00
$668.00
9 Type II-A Construction 0 to 5000 square feet
$3,300.00
$1,155.00
$2,145.00
$3,426.00
$1,199.00
$2,227.00
10 Type II-A Construction 5001 to 10000 square feet
$5,400.00
$1,890.00
$3,510.00
$5,607.00
$1,962.00
$3,645.00
11 Type II-A Construction 10001 to 15000 square ft.
$7,600.00
$2,660.00
$4,940.00
$7,891.00
$2,762.00
$5,129.00
12 Each additional 1000 square feet
$990.00
$346.50
$643.50
$1,028.00
$360.00
$668.00
13 Type II-B Construction 0 to 5000 square feet
$3,200.00
$1,120.00
$2,080.00
$3,323.00
$1,163.00
$2,160.00
14 Type II-B Construction 5001 to 10000 square feet
$5,100.00
$1,785.00
$3,315.00
$5,295.00
$1,853.00
$3,442.00
15 Type II-B Construction 10001 to 15000 square feet
$7,200.00
$2,520.00
$4,680.00
$7,476.00
$2,617.00
$4,859.00
16 Each additional 1000 square feet
$990.00
$346.50
$643.50
$1,028.00
$360.00
$668.00
17 Type III-A - 1 hr. Construction 0 to 5000 square feet $3,500.00
$1,225.00
$2,275.00
$3,634.00
$1,272.00
$2,362.00
18 Type III-A - 1 hr. Construction 5001 to 10000 square feet $5,800.00
$2,030.00
$3,770.00
$6,022.00
$2,108.00
$3,914.00
19 Type III-A - 1 hr. Construction 10001 to 15000 square feet $8,200.00
$2,870.00
$5,330.00
$8,514.00
$2,980.00
$5,534.00
20 Each additional 1000 square feet
$1,000.00
$350.00
$650.00
$1,038.00
$363.00
$675.00
21 Type III-B Construction 0 to 5000 square feet
$3,300.00
$1,155.00
$2,145.00
$3,426.00
$1,199.00
$2,227.00
22 Type III-B Construction 5001 to 10000 square feet
$5,500.00
$1,925.00
$3,575.00
$5,711.00
$1,999.00
$3,712.00
23 Type III-B Construction 10001 to 15000 square feet
$7,700.00
$2,695.00
$5,005.00
$7,995.00
$2,798.00
$5,197.00
24 Each additional 1000 square feet
$990.00
$346.50
$643.50
$1,028.00
$360.00
$668.00
25 Type IV Construction 0 to 5000 square feet
$3,300.00
$1,155.00
$2,145.00
$3,426.00
$1,199.00
$2,227.00
26 Type IV Construction 5001 to 10000 square feet
$5,500.00
$1,925.00
$3,575.00
$5,711.00
$1,999.00
$3,712.00
27 Type IV Construction 10001 to 15000 square feet
$7,700.00
$2,695.00
$5,005.00
$7,995.00
$2,798.00
$5,197.00
28 Each additional 1000 square feet
$990.00
$346.50
$643.50
$1,028.00
$360.00
$668.00
29 Type V-A Construction 0 to 5000 square feet
$2,700.00
$945.00
$1,755.00
$2,803.00
$981.00
$1,822.00
30 Type V-A Construction 5001 to 10000 square feet
$4,300.00
$1,505.00
$2,795.00
$4,465.00
$1,563.00
$2,902.00
31 Type V-A Construction 10001 to 15000 square feet
$6,000.00
$2,100.00
$3,900.00
$6,229.00
$2,180.00
$4,049.00
32 Each additional 1000 square feet
$820.00
$287.00
$533.00
$851.00
$298.00
$553.00
Fee Description
34 Item: 17
448
City of Lake Forest
BUILDING AND SAFETY FEES
New Construction - New Shell or New Building with Inside Improvement Current Total
Current Plan Check
Current Permit
Proposed Total
Proposed Plan Check
Proposed Permit
Note
Fee Description
33 Type V-B Construction 0 to 5000 square feet
$2,565.00
$897.75
$1,667.25
$2,663.00
$932.00
$1,731.00
34 Type V-B Construction 5001 to 10000 square feet
$4,085.00
$1,429.75
$2,655.25
$4,242.00
$1,485.00
$2,757.00
35 Type V-B Construction 10001 to 15000 square feet
$5,700.00
$1,995.00
$3,705.00
$5,918.00
$2,071.00
$3,847.00
36 Each additional 1000 square feet
$779.00
$272.65
$506.35
$809.00
$283.00
$526.00
37 For Permits Requiring Plumbing, Electric, or Mechanical Review the following percentages shall be added to base fees:* a) Plumbing Fees
12%
12%
12%
12%
12%
12%
b) Electrical Fees
12%
12%
12%
12%
12%
12%
c) Mechanical Fees
12%
12%
12%
12%
12%
12%
* Alternatively, the City may calculate applicable plumbing, electric, and mechanical fees using individual A/C and fixture count fees identified in this schedule. 35 Item: 17
449
City of Lake Forest
BUILDING AND SAFETY FEES
New Construction - New Shell or New Building with Inside Improvement Current Total
Current Plan Check
Current Permit
Proposed Total
Proposed Plan Check
Proposed Permit
Note
B - Business, fire station
1 Type I-A Construction 0 to 5000 square feet
$6,000.00
$2,100.00
$3,900.00
$6,229.00
$2,180.00
$4,049.00
2 Type I-A Construction 5001 to 10000 square feet
$10,300.00
$3,605.00
$6,695.00
$10,695.00
$3,743.00
$6,952.00
3 Each additional 1000 square feet
$1,000.00
$350.00
$650.00
$1,038.00
$363.00
$675.00
4 Type I-B Construction 0 to 5000 square feet
$4,200.00
$1,470.00
$2,730.00
$4,361.00
$1,526.00
$2,835.00
5 Type I-B Construction 5001 to 10000 square feet
$7,100.00
$2,485.00
$4,615.00
$7,372.00
$2,580.00
$4,792.00
6 Each additional 1000 square feet
$1,200.00
$420.00
$780.00
$1,246.00
$436.00
$810.00
7 Type II-A Construction 0 to 5000 square feet
$4,300.00
$1,505.00
$2,795.00
$4,465.00
$1,563.00
$2,902.00
8 Type II-A Construction 5001 to 10000 square feet
$7,500.00
$2,625.00
$4,875.00
$7,788.00
$2,726.00
$5,062.00
9 Each additional 1000 square feet
$1,200.00
$420.00
$780.00
$1,246.00
$436.00
$810.00
10 Type II-B Construction 0 to 5000 square feet
$4,200.00
$1,470.00
$2,730.00
$4,361.00
$1,526.00
$2,835.00
11 Type II-B Construction 5001 to 10000 square feet
$7,100.00
$2,485.00
$4,615.00
$7,372.00
$2,580.00
$4,792.00
12 Each additional 1000 square feet
$1,200.00
$420.00
$780.00
$1,246.00
$436.00
$810.00
13 Type III-A Construction 0 to 5000 square feet
$4,600.00
$1,610.00
$2,990.00
$4,777.00
$1,672.00
$3,105.00
14 Type III-A Construction 5001 to 10000 square feet
$8,100.00
$2,835.00
$5,265.00
$8,411.00
$2,944.00
$5,467.00
15 Each additional 1000 square feet
$1,300.00
$455.00
$845.00
$1,349.00
$472.00
$877.00
16 Type III-B Construction 0 to 5000 square feet
$4,400.00
$1,540.00
$2,860.00
$4,569.00
$1,599.00
$2,970.00
17 Type III-B Construction 5001 to 10000 square feet
$7,700.00
$2,695.00
$5,005.00
$7,995.00
$2,798.00
$5,197.00
18 Each additional 1000 square feet
$1,300.00
$455.00
$845.00
$1,349.00
$472.00
$877.00
19 Type IV Construction 0 to 5000 square feet
$4,400.00
$1,540.00
$2,860.00
$4,569.00
$1,599.00
$2,970.00
20 Type IV Construction 5001 to 10000 square feet
$7,700.00
$2,695.00
$5,005.00
$7,995.00
$2,798.00
$5,197.00
21 Each additional 1000 square feet
$1,300.00
$455.00
$845.00
$1,349.00
$472.00
$877.00
22 Type V-A Construction 0 to 5000 square feet
$4,300.00
$1,505.00
$2,795.00
$4,465.00
$1,563.00
$2,902.00
23 Type V-A Construction 5001 to 10000 square feet
$7,700.00
$2,695.00
$5,005.00
$7,995.00
$2,798.00
$5,197.00
24 Each additional 1000 square feet
$1,200.00
$420.00
$780.00
$1,246.00
$436.00
$810.00
25 Type V-B Construction 0 to 5000 square feet
$4,200.00
$1,470.00
$2,730.00
$4,361.00
$1,526.00
$2,835.00
26 Type V-B Construction 5001 to 10000 square feet
$7,300.00
$2,555.00
$4,745.00
$7,580.00
$2,653.00
$4,927.00
27 Each additional 1000 square feet
$1,200.00
$420.00
$780.00
$1,246.00
$436.00
$810.00
Fee Description
36 Item: 17
450
City of Lake Forest
BUILDING AND SAFETY FEES
New Construction - New Shell or New Building with Inside Improvement Current Total
Current Plan Check
Current Permit
Proposed Total
Proposed Plan Check
Proposed Permit
Note
Fee Description
28 For Permits Requiring Plumbing, Electric, or Mechanical Review the following percentages shall be added to base fees:* a) Plumbing Fees
12%
12%
12%
12%
12%
12%
b) Electrical Fees
12%
12%
12%
12%
12%
12%
c) Mechanical Fees
12%
12%
12%
12%
12%
12%
* Alternatively, the City may calculate applicable plumbing, electric, and mechanical fees using individual A/C and fixture count fees identified in this schedule. 37 Item: 17
451
City of Lake Forest
BUILDING AND SAFETY FEES
New Construction - New Shell or New Building with Inside Improvement Current Total
Current Plan Check
Current Permit
Proposed Total
Proposed Plan Check
Proposed Permit
Note
B - Business, medical offices
1 Type I-A Construction 0 to 5000 square feet
$6,100.00
$2,135.00
$3,965.00
$6,334.00
$2,217.00
$4,117.00
2 Type I-A Construction 5001 to 10000 square feet
$10,500.00
$3,675.00
$6,825.00
$10,903.00
$3,816.00
$7,087.00
3 Type I-A Construction 10001 to 15000 square feet
$13,200.00
$4,620.00
$8,580.00
$13,706.00
$4,797.00
$8,909.00
4 Type I-A Construction 15001 to 25000 square feet
$18,300.00
$6,405.00
$11,895.00
$19,001.00
$6,650.00
$12,351.00
5 Each additional 1000 square feet
$900.00
$315.00
$585.00
$934.00
$327.00
$607.00
6 Type I-B Construction 0 to 5000 square feet
$4,800.00
$1,680.00
$3,120.00
$4,984.00
$1,744.00
$3,240.00
7 Type I-B Construction 5001 to 10000 square feet
$8,500.00
$2,975.00
$5,525.00
$8,826.00
$3,089.00
$5,737.00
8 Type I-B Construction 10001 to 15000 square feet
$11,200.00
$3,920.00
$7,280.00
$11,629.00
$4,070.00
$7,559.00
9 Type I-B Construction 15001 to 25000 square
$15,400.00
$5,390.00
$10,010.00
$15,991.00
$5,597.00
$10,394.00
10 Each additional 1000 square feet
$900.00
$315.00
$585.00
$934.00
$327.00
$607.00
11 Type II-A Construction 0 to 5000 square feet
$5,000.00
$1,750.00
$3,250.00
$5,192.00
$1,817.00
$3,375.00
12 Type II-A Construction 5001 to 10000 square feet
$8,900.00
$3,115.00
$5,785.00
$9,241.00
$3,234.00
$6,007.00
13 Type II-A Construction 10001 to 15000 square feet
$11,500.00
$4,025.00
$7,475.00
$11,941.00
$4,179.00
$7,762.00
14 Type II-A Construction 15001 to 25000 square
$15,800.00
$5,530.00
$10,270.00
$16,406.00
$5,742.00
$10,664.00
15 Each additional 1000 square feet
$900.00
$315.00
$585.00
$934.00
$327.00
$607.00
16 Type II-B Construction 0 to 5000 square feet
$4,800.00
$1,680.00
$3,120.00
$4,984.00
$1,744.00
$3,240.00
17 Type II-B Construction 5001 to 10000 square feet
$8,500.00
$2,975.00
$5,525.00
$8,826.00
$3,089.00
$5,737.00
18 Type II-B Construction 10001 to 15000 square feet
$11,200.00
$3,920.00
$7,280.00
$11,629.00
$4,070.00
$7,559.00
19 Type II-B Construction 15001 to 25000 square
$15,400.00
$5,390.00
$10,010.00
$15,991.00
$5,597.00
$10,394.00
20 Each additional 1000 square feet
$900.00
$315.00
$585.00
$934.00
$327.00
$607.00
21 Type III-A Construction 0 to 5000 square feet
$5,300.00
$1,855.00
$3,445.00
$5,503.00
$1,926.00
$3,577.00
22 Type III-A Construction 5001 to 10000 square feet
$9,500.00
$3,325.00
$6,175.00
$9,864.00
$3,452.00
$6,412.00
23 Type III-A Construction 10001 to 15000 square feet
$12,100.00
$4,235.00
$7,865.00
$12,563.00
$4,397.00
$8,166.00
24 Type III-A Construction 15001 to 25000 square feet
$16,500.00
$5,775.00
$10,725.00
$17,132.00
$5,996.00
$11,136.00
25 Each additional 1000 square feet
$900.00
$315.00
$585.00
$934.00
$327.00
$607.00
26 Type III-B Construction 0 to 5000 square feet
$5,000.00
$1,750.00
$3,250.00
$5,192.00
$1,817.00
$3,375.00
27 Type III-B Construction 5001 to 10000 square feet
$9,000.00
$3,150.00
$5,850.00
$9,345.00
$3,271.00
$6,074.00
28 Type III-B Construction 10001 to 15000 square feet
$11,600.00
$4,060.00
$7,540.00
$12,045.00
$4,216.00
$7,829.00
29 Type III-B Construction 15001 to 25000 square
$15,900.00
$5,565.00
$10,335.00
$16,509.00
$5,778.00
$10,731.00
30 Each additional 1000 square feet
$900.00
$315.00
$585.00
$934.00
$327.00
$607.00
31 Type IV Construction 0 to 5000 square feet
$5,000.00
$1,750.00
$3,250.00
$5,192.00
$1,817.00
$3,375.00
32 Type IV Construction 5001 to 10000 square feet
$9,000.00
$3,150.00
$5,850.00
$9,345.00
$3,271.00
$6,074.00
33 Type IV Construction 10001 to 15000 square feet
$11,600.00
$4,060.00
$7,540.00
$12,045.00
$4,216.00
$7,829.00
34 Type IV Construction 15001 to 25000 square
$15,900.00
$5,565.00
$10,335.00
$16,509.00
$5,778.00
$10,731.00
35 Each additional 1000 square feet
$900.00
$315.00
$585.00
$934.00
$327.00
$607.00
Fee Description
38 Item: 17
452
City of Lake Forest
BUILDING AND SAFETY FEES
New Construction - New Shell or New Building with Inside Improvement Current Total
Current Plan Check
Current Permit
Proposed Total
Proposed Plan Check
Proposed Permit
Note
Fee Description
36 Type V-A Construction 0 to 5000 square feet
$4,900.00
$1,715.00
$3,185.00
$5,088.00
$1,781.00
$3,307.00
37 Type V-A Construction 5001 to 10000 square feet
$8,800.00
$3,080.00
$5,720.00
$9,137.00
$3,198.00
$5,939.00
38 Type V-A Construction 10001 to 15000 square feet
$11,400.00
$3,990.00
$7,410.00
$11,837.00
$4,143.00
$7,694.00
39 Type V-A Construction 15001 to 25000 square feet
$15,600.00
$5,460.00
$10,140.00
$16,198.00
$5,669.00
$10,529.00
40 Each additional 1000 square feet
$900.00
$315.00
$585.00
$934.00
$327.00
$607.00
41 Type V-B Construction 0 to 5000 square feet
$4,800.00
$1,680.00
$3,120.00
$4,984.00
$1,744.00
$3,240.00
42 Type V-B Construction 5001 to 10000 square feet
$8,400.00
$2,940.00
$5,460.00
$8,722.00
$3,053.00
$5,669.00
43 Type V-B Construction 10001 to 15000 square feet
$11,100.00
$3,885.00
$7,215.00
$11,526.00
$4,034.00
$7,492.00
44 Type V-B Construction 15001 to 25000 square feet
$15,300.00
$5,355.00
$9,945.00
$15,886.00
$5,560.00
$10,326.00
45 Each additional 1000 square feet
$900.00
$315.00
$585.00
$934.00
$327.00
$607.00
46 For Permits Requiring Plumbing, Electric, or Mechanical Review the following percentages shall be added to base fees:* a) Plumbing Fees
12%
12%
12%
12%
12%
12%
b) Electrical Fees
12%
12%
12%
12%
12%
12%
c) Mechanical Fees
12%
12%
12%
12%
12%
12%
* Alternatively, the City may calculate applicable plumbing, electric, and mechanical fees using individual A/C and fixture count fees identified in this schedule. 39 Item: 17
453
City of Lake Forest
BUILDING AND SAFETY FEES
New Construction - New Shell or New Building with Inside Improvement Current Total
Current Plan Check
Current Permit
Proposed Total
Proposed Plan Check
Proposed Permit
Note
B - Business, offices
1 Type I-A Construction 0 to 5000 square feet
$5,600.00
$1,960.00
$3,640.00
$5,815.00
$2,035.00
$3,780.00
2 Type I-A Construction 5001 to 10000 square feet
$9,900.00
$3,465.00
$6,435.00
$10,280.00
$3,598.00
$6,682.00
3 Type I-A Construction 10001 to 15000 square feet
$12,600.00
$4,410.00
$8,190.00
$13,083.00
$4,579.00
$8,504.00
4 Type I-A Construction 15001 to 25000 square feet
$17,100.00
$5,985.00
$11,115.00
$17,755.00
$6,214.00
$11,541.00
5 Each additional 1000 square feet
$900.00
$315.00
$585.00
$934.00
$327.00
$607.00
6 Type I-B Construction 0 to 5000 square feet
$4,000.00
$1,400.00
$2,600.00
$4,154.00
$1,454.00
$2,700.00
7 Type I-B Construction 5001 to 10000 square feet
$6,900.00
$2,415.00
$4,485.00
$7,165.00
$2,508.00
$4,657.00
8 Type I-B Construction 10001 to 15000 square feet
$9,700.00
$3,395.00
$6,305.00
$10,072.00
$3,525.00
$6,547.00
9 Type I-B Construction 15001 to 25000 square
$13,200.00
$4,620.00
$8,580.00
$13,706.00
$4,797.00
$8,909.00
10 Each additional 1000 square feet
$1,000.00
$350.00
$650.00
$1,038.00
$363.00
$675.00
11 Type II-A Construction 0 to 5000 square feet
$4,100.00
$1,435.00
$2,665.00
$4,257.00
$1,490.00
$2,767.00
12 Type II-A Construction 5001 to 10000 square feet
$7,200.00
$2,520.00
$4,680.00
$7,476.00
$2,617.00
$4,859.00
13 Type II-A Construction 10001 to 15000 square feet
$10,000.00
$3,500.00
$6,500.00
$10,383.00
$3,634.00
$6,749.00
14 Type II-A Construction 15001 to 25000 square
$13,600.00
$4,760.00
$8,840.00
$14,121.00
$4,942.00
$9,179.00
15 Each additional 1000 square feet
$1,000.00
$350.00
$650.00
$1,038.00
$363.00
$675.00
16 Type II-B Construction 0 to 5000 square feet
$4,000.00
$1,400.00
$2,600.00
$4,154.00
$1,454.00
$2,700.00
17 Type II-B Construction 5001 to 10000 square feet
$6,900.00
$2,415.00
$4,485.00
$7,165.00
$2,508.00
$4,657.00
18 Type II-B Construction 10001 to 15000 square feet
$9,700.00
$3,395.00
$6,305.00
$10,072.00
$3,525.00
$6,547.00
19 Type II-B Construction 15001 to 25000 square
$13,200.00
$4,620.00
$8,580.00
$13,706.00
$4,797.00
$8,909.00
20 Each additional 1000 square feet
$1,000.00
$350.00
$650.00
$1,038.00
$363.00
$675.00
21 Type III-A Construction 0 to 5000 square feet
$4,300.00
$1,505.00
$2,795.00
$4,465.00
$1,563.00
$2,902.00
22 Type III-A Construction 5001 to 10000 square feet
$7,700.00
$2,695.00
$5,005.00
$7,995.00
$2,798.00
$5,197.00
23 Type III-A Construction 10001 to 15000 square feet
$10,400.00
$3,640.00
$6,760.00
$10,799.00
$3,780.00
$7,019.00
24 Type III-A Construction 15001 to 25000 square feet
$14,300.00
$5,005.00
$9,295.00
$14,848.00
$5,197.00
$9,651.00
25 Each additional 1000 square feet
$1,000.00
$350.00
$650.00
$1,038.00
$363.00
$675.00
26 Type III-B Construction 0 to 5000 square feet
$4,200.00
$1,470.00
$2,730.00
$4,361.00
$1,526.00
$2,835.00
27 Type III-B Construction 5001 to 10000 square feet
$7,300.00
$2,555.00
$4,745.00
$7,580.00
$2,653.00
$4,927.00
28 Type III-B Construction 10001 to 15000 square feet
$10,100.00
$3,535.00
$6,565.00
$10,487.00
$3,670.00
$6,817.00
29 Type III-B Construction 15001 to 25000 square
$13,900.00
$4,865.00
$9,035.00
$14,432.00
$5,051.00
$9,381.00
30 Each additional 1000 square feet
$1,000.00
$350.00
$650.00
$1,038.00
$363.00
$675.00
31 Type IV Construction 0 to 5000 square feet
$4,200.00
$1,470.00
$2,730.00
$4,361.00
$1,526.00
$2,835.00
32 Type IV Construction 5001 to 10000 square feet
$7,300.00
$2,555.00
$4,745.00
$7,580.00
$2,653.00
$4,927.00
33 Type IV Construction 10001 to 15000 square feet
$10,100.00
$3,535.00
$6,565.00
$10,487.00
$3,670.00
$6,817.00
34 Type IV Construction 15001 to 25000 square
$13,900.00
$4,865.00
$9,035.00
$14,432.00
$5,051.00
$9,381.00
35 Each additional 1000 square feet
$1,000.00
$350.00
$650.00
$1,038.00
$363.00
$675.00
Fee Description
40 Item: 17
454
City of Lake Forest
BUILDING AND SAFETY FEES
New Construction - New Shell or New Building with Inside Improvement Current Total
Current Plan Check
Current Permit
Proposed Total
Proposed Plan Check
Proposed Permit
Note
Fee Description
36 Type V-A Construction 0 to 5000 square feet
$4,200.00
$1,470.00
$2,730.00
$4,361.00
$1,526.00
$2,835.00
37 Type V-A Construction 5001 to 10000 square feet
$7,200.00
$2,520.00
$4,680.00
$7,476.00
$2,617.00
$4,859.00
38 Type V-A Construction 10001 to 15000 square feet
$10,000.00
$3,500.00
$6,500.00
$10,383.00
$3,634.00
$6,749.00
39 Type V-A Construction 15001 to 25000 square feet
$13,700.00
$4,795.00
$8,905.00
$14,225.00
$4,979.00
$9,246.00
40 Each additional 1000 square feet
$1,000.00
$350.00
$650.00
$1,038.00
$363.00
$675.00
41 Type V-B Construction 0 to 5000 square feet
$4,000.00
$1,400.00
$2,600.00
$4,154.00
$1,454.00
$2,700.00
42 Type V-B Construction 5001 to 10000 square feet
$6,900.00
$2,415.00
$4,485.00
$7,165.00
$2,508.00
$4,657.00
43 Type V-B Construction 10001 to 15000 square feet
$9,700.00
$3,395.00
$6,305.00
$10,072.00
$3,525.00
$6,547.00
44 Type V-B Construction 15001 to 25000 square feet
$13,200.00
$4,620.00
$8,580.00
$13,706.00
$4,797.00
$8,909.00
45 Each additional 1000 square feet
$1,000.00
$350.00
$650.00
$1,038.00
$363.00
$675.00
46 For Permits Requiring Plumbing, Electric, or Mechanical Review the following percentages shall be added to base fees:* a) Plumbing Fees
12%
12%
12%
12%
12%
12%
b) Electrical Fees
12%
12%
12%
12%
12%
12%
c) Mechanical Fees
12%
12%
12%
12%
12%
12%
* Alternatively, the City may calculate applicable plumbing, electric, and mechanical fees using individual A/C and fixture count fees identified in this schedule. 41 Item: 17
455
City of Lake Forest
BUILDING AND SAFETY FEES
New Construction - New Shell or New Building with Inside Improvement Current Total
Current Plan Check
Current Permit
Proposed Total
Proposed Plan Check
Proposed Permit
Note
B - Business, public buildings
1 Type I-A Construction 0 to 5000 square feet
$6,300.00
$2,205.00
$4,095.00
$6,542.00
$2,290.00
$4,252.00
2 Type I-A Construction 5001 to 10000 square feet
$10,700.00
$3,745.00
$6,955.00
$11,111.00
$3,889.00
$7,222.00
3 Type I-A Construction 10001 to 15000 square feet
$13,900.00
$4,865.00
$9,035.00
$14,432.00
$5,051.00
$9,381.00
4 Type I-A Construction 15001 to 25000 square feet
$18,600.00
$6,510.00
$12,090.00
$19,313.00
$6,760.00
$12,553.00
5 Each additional 1000 square feet
$810.00
$283.50
$526.50
$841.00
$294.00
$547.00
6 Type I-B Construction 0 to 5000 square feet
$5,200.00
$1,820.00
$3,380.00
$5,400.00
$1,890.00
$3,510.00
7 Type I-B Construction 5001 to 10000 square feet
$9,200.00
$3,220.00
$5,980.00
$9,552.00
$3,343.00
$6,209.00
8 Type I-B Construction 10001 to 15000 square feet
$11,800.00
$4,130.00
$7,670.00
$12,252.00
$4,288.00
$7,964.00
9 Type I-B Construction 15001 to 25000 square
$16,100.00
$5,635.00
$10,465.00
$16,717.00
$5,851.00
$10,866.00
10 Each additional 1000 square feet
$900.00
$315.00
$585.00
$934.00
$327.00
$607.00
11 Type II-A Construction 0 to 5000 square feet
$5,300.00
$1,855.00
$3,445.00
$5,503.00
$1,926.00
$3,577.00
12 Type II-A Construction 5001 to 10000 square feet
$9,500.00
$3,325.00
$6,175.00
$9,864.00
$3,452.00
$6,412.00
13 Type II-A Construction 10001 to 15000 square feet
$12,100.00
$4,235.00
$7,865.00
$12,563.00
$4,397.00
$8,166.00
14 Type II-A Construction 15001 to 25000 square
$16,500.00
$5,775.00
$10,725.00
$17,132.00
$5,996.00
$11,136.00
15 Each additional 1000 square feet
$900.00
$315.00
$585.00
$934.00
$327.00
$607.00
16 Type II-B Construction 0 to 5000 square feet
$5,200.00
$1,820.00
$3,380.00
$5,400.00
$1,890.00
$3,510.00
17 Type II-B Construction 5001 to 10000 square feet
$9,200.00
$3,220.00
$5,980.00
$9,552.00
$3,343.00
$6,209.00
18 Type II-B Construction 10001 to 15000 square feet
$11,800.00
$4,130.00
$7,670.00
$12,252.00
$4,288.00
$7,964.00
19 Type II-B Construction 15001 to 25000 square
$16,100.00
$5,635.00
$10,465.00
$16,717.00
$5,851.00
$10,866.00
20 Each additional 1000 square feet
$900.00
$315.00
$585.00
$934.00
$327.00
$607.00
21 Type III-A Construction 0 to 5000 square feet
$5,500.00
$1,925.00
$3,575.00
$5,711.00
$1,999.00
$3,712.00
22 Type III-A Construction 5001 to 10000 square feet
$9,700.00
$3,395.00
$6,305.00
$10,072.00
$3,525.00
$6,547.00
23 Type III-A Construction 10001 to 15000 square feet
$12,400.00
$4,340.00
$8,060.00
$12,875.00
$4,506.00
$8,369.00
24 Type III-A Construction 15001 to 25000 square feet
$16,900.00
$5,915.00
$10,985.00
$17,548.00
$6,142.00
$11,406.00
25 Each additional 1000 square feet
$900.00
$315.00
$585.00
$934.00
$327.00
$607.00
26 Type III-B Construction 0 to 5000 square feet
$5,400.00
$1,890.00
$3,510.00
$5,607.00
$1,962.00
$3,645.00
27 Type III-B Construction 5001 to 10000 square feet
$9,600.00
$3,360.00
$6,240.00
$9,968.00
$3,489.00
$6,479.00
28 Type III-B Construction 10001 to 15000 square feet
$12,100.00
$4,235.00
$7,865.00
$12,563.00
$4,397.00
$8,166.00
29 Type III-B Construction 15001 to 25000 square
$16,500.00
$5,775.00
$10,725.00
$17,132.00
$5,996.00
$11,136.00
30 Each additional 1000 square feet
$900.00
$315.00
$585.00
$934.00
$327.00
$607.00
31 Type IV Construction 0 to 5000 square feet
$5,400.00
$1,890.00
$3,510.00
$5,607.00
$1,962.00
$3,645.00
32 Type IV Construction 5001 to 10000 square feet
$9,600.00
$3,360.00
$6,240.00
$9,968.00
$3,489.00
$6,479.00
33 Type IV Construction 10001 to 15000 square feet
$12,100.00
$4,235.00
$7,865.00
$12,563.00
$4,397.00
$8,166.00
34 Type IV Construction 15001 to 25000 square
$16,500.00
$5,775.00
$10,725.00
$17,132.00
$5,996.00
$11,136.00
35 Each additional 1000 square feet
$900.00
$315.00
$585.00
$934.00
$327.00
$607.00
Fee Description
42 Item: 17
456
City of Lake Forest
BUILDING AND SAFETY FEES
New Construction - New Shell or New Building with Inside Improvement Current Total
Current Plan Check
Current Permit
Proposed Total
Proposed Plan Check
Proposed Permit
Note
Fee Description
36 Type V-A Construction 0 to 5000 square feet
$5,100.00
$1,785.00
$3,315.00
$5,295.00
$1,853.00
$3,442.00
37 Type V-A Construction 5001 to 10000 square feet
$9,100.00
$3,185.00
$5,915.00
$9,449.00
$3,307.00
$6,142.00
38 Type V-A Construction 10001 to 15000 square feet
$11,700.00
$4,095.00
$7,605.00
$12,148.00
$4,252.00
$7,896.00
39 Type V-A Construction 15001 to 25000 square feet
$16,100.00
$5,635.00
$10,465.00
$16,717.00
$5,851.00
$10,866.00
40 Each additional 1000 square feet
$900.00
$315.00
$585.00
$934.00
$327.00
$607.00
41 Type V-B Construction 0 to 5000 square feet
$5,000.00
$1,750.00
$3,250.00
$5,192.00
$1,817.00
$3,375.00
42 Type V-B Construction 5001 to 10000 square feet
$8,800.00
$3,080.00
$5,720.00
$9,137.00
$3,198.00
$5,939.00
43 Type V-B Construction 10001 to 15000 square feet
$11,500.00
$4,025.00
$7,475.00
$11,941.00
$4,179.00
$7,762.00
44 Type V-B Construction 15001 to 25000 square feet
$15,700.00
$5,495.00
$10,205.00
$16,302.00
$5,706.00
$10,596.00
45 Each additional 1000 square feet
$900.00
$315.00
$585.00
$934.00
$327.00
$607.00
46 For Permits Requiring Plumbing, Electric, or Mechanical Review the following percentages shall be added to base fees:* a) Plumbing Fees
12%
12%
12%
12%
12%
12%
b) Electrical Fees
12%
12%
12%
12%
12%
12%
c) Mechanical Fees
12%
12%
12%
12%
12%
12%
* Alternatively, the City may calculate applicable plumbing, electric, and mechanical fees using individual A/C and fixture count fees identified in this schedule. 43 Item: 17
457
City of Lake Forest
BUILDING AND SAFETY FEES
New Construction - New Shell or New Building with Inside Improvement Current Total
Current Plan Check
Current Permit
Proposed Total
Proposed Plan Check
Proposed Permit
Note
B - Business, service stations
1 Type I-A Construction 0 to 5000 square feet
$6,000.00
$2,100.00
$3,900.00
$6,229.00
$2,180.00
$4,049.00
2 Each additional 1000 square feet
$1,650.00
$577.50
$1,072.50
$1,714.00
$600.00
$1,114.00
3 Type I-B Construction 0 to 5000 square feet
$4,000.00
$1,400.00
$2,600.00
$4,154.00
$1,454.00
$2,700.00
4 Each additional 1000 square feet
$1,100.00
$385.00
$715.00
$1,142.00
$400.00
$742.00
5 Type II-A Construction 0 to 5000 square feet
$4,100.00
$1,435.00
$2,665.00
$4,257.00
$1,490.00
$2,767.00
6 Each additional 1000 square feet
$1,200.00
$420.00
$780.00
$1,246.00
$436.00
$810.00
7 Type II-B Construction 0 to 5000 square feet
$4,000.00
$1,400.00
$2,600.00
$4,154.00
$1,454.00
$2,700.00
8 Each additional 1000 square feet
$1,100.00
$385.00
$715.00
$1,142.00
$400.00
$742.00
9 Type III-A Construction 0 to 5000 square feet
$4,100.00
$1,435.00
$2,665.00
$4,257.00
$1,490.00
$2,767.00
10 Each additional 1000 square feet
$1,200.00
$420.00
$780.00
$1,246.00
$436.00
$810.00
11 Type III-B Construction 0 to 5000 square feet
$3,895.00
$1,363.25
$2,531.75
$4,045.00
$1,416.00
$2,629.00
12 Each additional 1000 square feet
$1,140.00
$399.00
$741.00
$1,183.00
$414.00
$769.00
13 Type IV Construction 0 to 5000 square feet
$3,700.25
$1,295.09
$2,405.16
$3,842.00
$1,345.00
$2,497.00
14 Each additional 1000 square feet
$1,083.00
$379.05
$703.95
$1,125.00
$394.00
$731.00
15 Type V-A Construction 0 to 5000 square feet
$3,700.00
$1,295.00
$2,405.00
$3,842.00
$1,345.00
$2,497.00
16 Each additional 1000 square feet
$1,000.00
$350.00
$650.00
$1,038.00
$363.00
$675.00
17 Type V-B Canopy 0 to 2400 square feet
$1,200.00
$420.00
$780.00
$1,246.00
$436.00
$810.00
18 Type V-B Canopy 2401 to 3600 square feet
$1,700.00
$595.00
$1,105.00
$1,765.00
$618.00
$1,147.00
19 Type V-B Canopy 3601 to 4800 square feet
$2,000.00
$700.00
$1,300.00
$2,077.00
$727.00
$1,350.00
20 Type V-B Canopy 4801 to 6000 square feet
$2,400.00
$840.00
$1,560.00
$2,492.00
$872.00
$1,620.00
21 Each additional 1000 square feet
$810.00
$283.50
$526.50
$841.00
$294.00
$547.00
22 For Permits Requiring Plumbing, Electric, or Mechanical Review the following percentages shall be added to base fees:* a) Plumbing Fees
12%
12%
12%
12%
12%
12%
b) Electrical Fees
12%
12%
12%
12%
12%
12%
c) Mechanical Fees
12%
12%
12%
12%
12%
12%
Fee Description
* Alternatively, the City may calculate applicable plumbing, electric, and mechanical fees using individual A/C and fixture count fees identified in this schedule. 44 Item: 17
458
City of Lake Forest
BUILDING AND SAFETY FEES
New Construction - New Shell or New Building with Inside Improvement Current Total
Current Plan Check
Current Permit
Proposed Total
Proposed Plan Check
Proposed Permit
Note
E, Business - educational, schools
1 Type I-A Construction 0 to 5000 square feet
$5,800.00
$2,030.00
$3,770.00
$6,022.00
$2,108.00
$3,914.00
2 Type I-A Construction 5001 to 10000 square feet
$10,100.00
$3,535.00
$6,565.00
$10,487.00
$3,670.00
$6,817.00
3 Type I-A Construction 10001 to 15000 square feet
$12,900.00
$4,515.00
$8,385.00
$13,394.00
$4,688.00
$8,706.00
4 Type I-A Construction 15001 to 25000 square feet
$17,500.00
$6,125.00
$11,375.00
$18,171.00
$6,360.00
$11,811.00
5 Each additional 1000 square feet
$900.00
$315.00
$585.00
$934.00
$327.00
$607.00
6 Type I-B Construction 0 to 5000 square feet
$4,300.00
$1,505.00
$2,795.00
$4,465.00
$1,563.00
$2,902.00
7 Type I-B Construction 5001 to 10000 square feet
$7,500.00
$2,625.00
$4,875.00
$7,788.00
$2,726.00
$5,062.00
8 Type I-B Construction 10001 to 15000 square feet
$10,300.00
$3,605.00
$6,695.00
$10,695.00
$3,743.00
$6,952.00
9 Type I-B Construction 15001 to 25000 square
$14,100.00
$4,935.00
$9,165.00
$14,640.00
$5,124.00
$9,516.00
10 Each additional 1000 square feet
$1,000.00
$350.00
$650.00
$1,038.00
$363.00
$675.00
11 Type II-A Construction 0 to 5000 square feet
$4,300.00
$1,505.00
$2,795.00
$4,465.00
$1,563.00
$2,902.00
12 Type II-A Construction 5001 to 10000 square feet
$7,500.00
$2,625.00
$4,875.00
$7,788.00
$2,726.00
$5,062.00
13 Type II-A Construction 10001 to 15000 square feet
$10,300.00
$3,605.00
$6,695.00
$10,695.00
$3,743.00
$6,952.00
14 Type II-A Construction 15001 to 25000 square
$14,100.00
$4,935.00
$9,165.00
$14,640.00
$5,124.00
$9,516.00
15 Each additional 1000 square feet
$1,000.00
$350.00
$650.00
$1,038.00
$363.00
$675.00
16 Type II-B Construction 0 to 5000 square feet
$4,300.00
$1,505.00
$2,795.00
$4,465.00
$1,563.00
$2,902.00
17 Type II-B Construction 5001 to 10000 square feet
$7,500.00
$2,625.00
$4,875.00
$7,788.00
$2,726.00
$5,062.00
18 Type II-B Construction 10001 to 15000 square feet
$10,300.00
$3,605.00
$6,695.00
$10,695.00
$3,743.00
$6,952.00
19 Type II-B Construction 15001 to 25000 square
$14,100.00
$4,935.00
$9,165.00
$14,640.00
$5,124.00
$9,516.00
20 Each additional 1000 square feet
$1,000.00
$350.00
$650.00
$1,038.00
$363.00
$675.00
21 Type III-A - Construction 0 to 5000 square feet
$4,500.00
$1,575.00
$2,925.00
$4,672.00
$1,635.00
$3,037.00
22 Type III-A - Construction 5001 to 10000 square feet
$8,000.00
$2,800.00
$5,200.00
$8,306.00
$2,907.00
$5,399.00
23 Type III-A - Construction 10001 to 15000 square feet $10,700.00
$3,745.00
$6,955.00
$11,111.00
$3,889.00
$7,222.00
24 Type III-A - Construction 15001 to 25000 square feet $14,800.00
$5,180.00
$9,620.00
$15,368.00
$5,379.00
$9,989.00
25 Each additional 1000 square feet
$900.00
$315.00
$585.00
$934.00
$327.00
$607.00
26 Type III-B Construction 0 to 5000 square feet
$4,400.00
$1,540.00
$2,860.00
$4,569.00
$1,599.00
$2,970.00
27 Type III-B Construction 5001 to 10000 square feet
$7,700.00
$2,695.00
$5,005.00
$7,995.00
$2,798.00
$5,197.00
28 Type III-B Construction 10001 to 15000 square feet
$10,500.00
$3,675.00
$6,825.00
$10,903.00
$3,816.00
$7,087.00
29 Type III-B Construction 15001 to 25000 square
$14,400.00
$5,040.00
$9,360.00
$14,952.00
$5,233.00
$9,719.00
30 Each additional 1000 square feet
$1,000.00
$350.00
$650.00
$1,038.00
$363.00
$675.00
31 Type IV Construction 0 to 5000 square feet
$4,400.00
$1,540.00
$2,860.00
$4,569.00
$1,599.00
$2,970.00
32 Type IV Construction 5001 to 10000 square feet
$7,700.00
$2,695.00
$5,005.00
$7,995.00
$2,798.00
$5,197.00
33 Type IV Construction 10001 to 15000 square feet
$10,500.00
$3,675.00
$6,825.00
$10,903.00
$3,816.00
$7,087.00
34 Type IV Construction 15001 to 25000 square
$14,400.00
$5,040.00
$9,360.00
$14,952.00
$5,233.00
$9,719.00
35 Each additional 1000 square feet
$1,000.00
$350.00
$650.00
$1,038.00
$363.00
$675.00
Fee Description
45 Item: 17
459
City of Lake Forest
BUILDING AND SAFETY FEES
New Construction - New Shell or New Building with Inside Improvement Current Total
Current Plan Check
Current Permit
Proposed Total
Proposed Plan Check
Proposed Permit
Note
Fee Description
36 Type V-A Construction 0 to 5000 square feet
$4,300.00
$1,505.00
$2,795.00
$4,465.00
$1,563.00
$2,902.00
37 Type V-A Construction 5001 to 10000 square feet
$7,600.00
$2,660.00
$4,940.00
$7,891.00
$2,762.00
$5,129.00
38 Type V-A Construction 10001 to 15000 square feet
$10,300.00
$3,605.00
$6,695.00
$10,695.00
$3,743.00
$6,952.00
39 Type V-A Construction 15001 to 25000 square feet
$14,200.00
$4,970.00
$9,230.00
$14,744.00
$5,160.00
$9,584.00
40 Each additional 1000 square feet
$1,000.00
$350.00
$650.00
$1,038.00
$363.00
$675.00
41 Type V-B Construction 0 to 5000 square feet
$4,200.00
$1,470.00
$2,730.00
$4,361.00
$1,526.00
$2,835.00
42 Type V-B Construction 5001 to 10000 square feet
$7,200.00
$2,520.00
$4,680.00
$7,476.00
$2,617.00
$4,859.00
43 Type V-B Construction 10001 to 15000 square feet
$10,000.00
$3,500.00
$6,500.00
$10,383.00
$3,634.00
$6,749.00
44 Type V-B Construction 15001 to 25000 square feet
$13,700.00
$4,795.00
$8,905.00
$14,225.00
$4,979.00
$9,246.00
45 Each additional 1000 square feet
$900.00
$315.00
$585.00
$934.00
$327.00
$607.00
46 For Permits Requiring Plumbing, Electric, or Mechanical Review the following percentages shall be added to base fees:* a) Plumbing Fees
12%
12%
12%
12%
12%
12%
b) Electrical Fees
12%
12%
12%
12%
12%
12%
c) Mechanical Fees
12%
12%
12%
12%
12%
12%
* Alternatively, the City may calculate applicable plumbing, electric, and mechanical fees using individual A/C and fixture count fees identified in this schedule. 46 Item: 17
460
City of Lake Forest
BUILDING AND SAFETY FEES
New Construction - New Shell or New Building with Inside Improvement Current Total
Current Plan Check
Current Permit
Proposed Total
Proposed Plan Check
Proposed Permit
Note
F-1, F-2, H-1 thru 4, factory & industrial, hazard
1 Type I-A Construction 0 to 5000 square feet
$3,500.00
$1,225.00
$2,275.00
$3,634.00
$1,272.00
$2,362.00
2 Type I-A Construction 5001 to 10000 square feet
$5,900.00
$2,065.00
$3,835.00
$6,126.00
$2,144.00
$3,982.00
3 Type I-A Construction 10001 to 15000 square feet
$8,300.00
$2,905.00
$5,395.00
$8,618.00
$3,016.00
$5,602.00
4 Type I-A Construction 15001 to 25000 square feet
$11,700.00
$4,095.00
$7,605.00
$12,148.00
$4,252.00
$7,896.00
5 Each additional 1000 square feet
$1,000.00
$350.00
$650.00
$1,038.00
$363.00
$675.00
6 Type I-B Construction 0 to 5000 square feet
$2,600.00
$910.00
$1,690.00
$2,700.00
$945.00
$1,755.00
7 Type I-B Construction 5001 to 10000 square feet
$4,200.00
$1,470.00
$2,730.00
$4,361.00
$1,526.00
$2,835.00
8 Type I-B Construction 10001 to 15000 square feet
$5,700.00
$1,995.00
$3,705.00
$5,918.00
$2,071.00
$3,847.00
9 Type I-B Construction 15001 to 25000 square
$8,800.00
$3,080.00
$5,720.00
$9,137.00
$3,198.00
$5,939.00
10 Each additional 1000 square feet
$810.00
$283.50
$526.50
$841.00
$294.00
$547.00
11 Type II-A Construction 0 to 5000 square feet
$2,800.00
$980.00
$1,820.00
$2,908.00
$1,018.00
$1,890.00
12 Type II-A Construction 5001 to 10000 square feet
$4,500.00
$1,575.00
$2,925.00
$4,672.00
$1,635.00
$3,037.00
13 Type II-A Construction 10001 to 15000 square ft.
$6,100.00
$2,135.00
$3,965.00
$6,334.00
$2,217.00
$4,117.00
14 Type II-A Construction 15001 to 25000 square ft.
$9,400.00
$3,290.00
$6,110.00
$9,760.00
$3,416.00
$6,344.00
15 Each additional 1000 square feet
$840.00
$294.00
$546.00
$872.00
$305.00
$567.00
16 Type II-B Construction 0 to 5000 square feet
$2,600.00
$910.00
$1,690.00
$2,700.00
$945.00
$1,755.00
17 Type II-B Construction 5001 to 10000 square feet
$4,200.00
$1,470.00
$2,730.00
$4,361.00
$1,526.00
$2,835.00
18 Type II-B Construction 10001 to 15000 square feet
$5,700.00
$1,995.00
$3,705.00
$5,918.00
$2,071.00
$3,847.00
19 Type II-B Construction 15001 to 25000 square
$8,800.00
$3,080.00
$5,720.00
$9,137.00
$3,198.00
$5,939.00
20 Each additional 1000 square feet
$810.00
$283.50
$526.50
$841.00
$294.00
$547.00
21 Type III-A - Construction 0 to 5000 square feet
$3,000.00
$1,050.00
$1,950.00
$3,115.00
$1,090.00
$2,025.00
22 Type III-A - Construction 5001 to 10000 square feet
$4,800.00
$1,680.00
$3,120.00
$4,984.00
$1,744.00
$3,240.00
23 Type III-A -Construction 10001 to 15000 square feet
$6,600.00
$2,310.00
$4,290.00
$6,853.00
$2,399.00
$4,454.00
24 Type III-A - Construction 15001 to 25000 square feet $10,000.00
$3,500.00
$6,500.00
$10,383.00
$3,634.00
$6,749.00
25 Each additional 1000 square feet
$1,000.00
$350.00
$650.00
$1,038.00
$363.00
$675.00
26 Type III-B Construction 0 to 5000 square feet
$2,800.00
$980.00
$1,820.00
$2,908.00
$1,018.00
$1,890.00
27 Type III-B Construction 5001 to 10000 square feet
$4,600.00
$1,610.00
$2,990.00
$4,777.00
$1,672.00
$3,105.00
28 Type III-B Construction 10001 to 15000 square feet
$6,300.00
$2,205.00
$4,095.00
$6,542.00
$2,290.00
$4,252.00
29 Type III-B Construction 15001 to 25000 square
$9,700.00
$3,395.00
$6,305.00
$10,072.00
$3,525.00
$6,547.00
30 Each additional 1000 square feet
$1,000.00
$350.00
$650.00
$1,038.00
$363.00
$675.00
31 Type lll-A - Tilt-Up Construction 0 to 5000 square feet $2,200.00
$770.00
$1,430.00
$2,285.00
$800.00
$1,485.00
32 Type III-A - Tilt-Up Construction 5001 to 10000 square feet $3,700.00
$1,295.00
$2,405.00
$3,842.00
$1,345.00
$2,497.00
33 Type lll-A - Tilt-Up Construction 10001 to 15000 square feet $4,900.00
$1,715.00
$3,185.00
$5,088.00
$1,781.00
$3,307.00
34 Type lll-A - Tilt-Up Construction 15001 to 25000 square feet $7,400.00
$2,590.00
$4,810.00
$7,683.00
$2,689.00
$4,994.00
35 Each additional 1000 square feet
$730.00
$255.50
$474.50
$758.00
$265.00
$493.00
36 Type IV Construction 0 to 5000 square feet
$2,800.00
$980.00
$1,820.00
$2,908.00
$1,018.00
$1,890.00
37 Type IV Construction 5001 to 10000 square feet
$4,600.00
$1,610.00
$2,990.00
$4,777.00
$1,672.00
$3,105.00
38 Type IV Construction 10001 to 15000 square feet
$6,300.00
$2,205.00
$4,095.00
$6,542.00
$2,290.00
$4,252.00
39 Type IV Construction 15001 to 25000 square
$9,700.00
$3,395.00
$6,305.00
$10,072.00
$3,525.00
$6,547.00
40 Each additional 1000 square feet
$1,000.00
$350.00
$650.00
$1,038.00
$363.00
$675.00
Fee Description
47 Item: 17
461
City of Lake Forest
BUILDING AND SAFETY FEES
New Construction - New Shell or New Building with Inside Improvement Current Total
Current Plan Check
Current Permit
Proposed Total
Proposed Plan Check
Proposed Permit
Note
Fee Description
41 Type V-A Construction 0 to 5000 square feet
$2,800.00
$980.00
$1,820.00
$2,908.00
$1,018.00
$1,890.00
42 Type V-A Construction 5001 to 10000 square feet
$4,600.00
$1,610.00
$2,990.00
$4,777.00
$1,672.00
$3,105.00
43 Type V-A Construction 10001 to 15000 square feet
$6,300.00
$2,205.00
$4,095.00
$6,542.00
$2,290.00
$4,252.00
44 Type V-A Construction 15001 to 25000 square feet
$9,700.00
$3,395.00
$6,305.00
$10,072.00
$3,525.00
$6,547.00
45 Each additional 1000 square feet
$1,000.00
$350.00
$650.00
$1,038.00
$363.00
$675.00
46 Type V-B Construction 0 to 5000 square feet
$2,700.00
$945.00
$1,755.00
$2,803.00
$981.00
$1,822.00
47 Type V-B Construction 5001 to 10000 square feet
$4,300.00
$1,505.00
$2,795.00
$4,465.00
$1,563.00
$2,902.00
48 Type V-B Construction 10001 to 15000 square feet
$5,900.00
$2,065.00
$3,835.00
$6,126.00
$2,144.00
$3,982.00
49 Type V-B Construction 15001 to 25000 square feet
$9,000.00
$3,150.00
$5,850.00
$9,345.00
$3,271.00
$6,074.00
50 Each additional 1000 square feet
$840.00
$294.00
$546.00
$872.00
$305.00
$567.00
51 For Permits Requiring Plumbing, Electric, or Mechanical Review the following percentages shall be added to base fees:* a) Plumbing Fees
12%
12%
12%
12%
12%
12%
b) Electrical Fees
12%
12%
12%
12%
12%
12%
c) Mechanical Fees
12%
12%
12%
12%
12%
12%
* Alternatively, the City may calculate applicable plumbing, electric, and mechanical fees using individual A/C and fixture count fees identified in this schedule. 48 Item: 17
462
City of Lake Forest
BUILDING AND SAFETY FEES
New Construction - New Shell or New Building with Inside Improvement Current Total
Current Plan Check
Current Permit
Proposed Total
Proposed Plan Check
Proposed Permit
Note
H-5, HPM
1 Type I-A Construction 0 to 5000 square feet
$7,000.00
$2,450.00
$4,550.00
$7,268.00
$2,544.00
$4,724.00
2 Type I-A Construction 5001 to 10000 square feet
$11,500.00
$4,025.00
$7,475.00
$11,941.00
$4,179.00
$7,762.00
3 Type I-A Construction 10001 to 15000 square feet
$14,900.00
$5,215.00
$9,685.00
$15,471.00
$5,415.00
$10,056.00
4 Type I-A Construction 15001 to 25000 square feet
$19,800.00
$6,930.00
$12,870.00
$20,559.00
$7,196.00
$13,363.00
5 Each additional 1000 square feet
$1,000.00
$350.00
$650.00
$1,038.00
$363.00
$675.00
6 Type I-B Construction 0 to 5000 square feet
$5,200.00
$1,820.00
$3,380.00
$5,400.00
$1,890.00
$3,510.00
7 Type I-B Construction 5001 to 10000 square feet
$9,300.00
$3,255.00
$6,045.00
$9,657.00
$3,380.00
$6,277.00
8 Type I-B Construction 10001 to 15000 square ft.
$11,800.00
$4,130.00
$7,670.00
$12,252.00
$4,288.00
$7,964.00
9 Type I-B Construction 15001 to 25000 square ft.
$16,200.00
$5,670.00
$10,530.00
$16,821.00
$5,887.00
$10,934.00
10 Each additional 1000 square feet
$900.00
$315.00
$585.00
$934.00
$327.00
$607.00
11 Type II-A Construction 0 to 5000 square feet
$5,200.00
$1,820.00
$3,380.00
$5,400.00
$1,890.00
$3,510.00
12 Type II-A Construction 5001 to 10000 square feet
$9,300.00
$3,255.00
$6,045.00
$9,657.00
$3,380.00
$6,277.00
13 Type II-A Construction 10001 to 15000 square ft.
$11,800.00
$4,130.00
$7,670.00
$12,252.00
$4,288.00
$7,964.00
14 Type II-A Construction 15001 to 25000 square ft.
$16,200.00
$5,670.00
$10,530.00
$16,821.00
$5,887.00
$10,934.00
15 Each additional 1000 square feet
$900.00
$315.00
$585.00
$934.00
$327.00
$607.00
16 Type II-B Construction 0 to 5000 square feet
$5,200.00
$1,820.00
$3,380.00
$5,400.00
$1,890.00
$3,510.00
17 Type II-B Construction 5001 to 10000 square feet
$9,300.00
$3,255.00
$6,045.00
$9,657.00
$3,380.00
$6,277.00
18 Type II-B Construction 10001 to 15000 square ft.
$11,800.00
$4,130.00
$7,670.00
$12,252.00
$4,288.00
$7,964.00
19 Type II-B Construction 15001 to 25000 square ft.
$16,200.00
$5,670.00
$10,530.00
$16,821.00
$5,887.00
$10,934.00
20 Each additional 1000 square feet
$900.00
$315.00
$585.00
$934.00
$327.00
$607.00
21 Type III-A Construction 0 to 5000 square feet
$5,300.00
$1,855.00
$3,445.00
$5,503.00
$1,926.00
$3,577.00
22 Type III-A Construction 5001 to 10000 square feet
$9,400.00
$3,290.00
$6,110.00
$9,760.00
$3,416.00
$6,344.00
23 Type III-A Construction 10001 to 15000 square feet
$12,000.00
$4,200.00
$7,800.00
$12,460.00
$4,361.00
$8,099.00
24 Type III-A Construction 15001 to 25000 square feet
$16,400.00
$5,740.00
$10,660.00
$17,029.00
$5,960.00
$11,069.00
25 Each additional 1000 square feet
$900.00
$315.00
$585.00
$934.00
$327.00
$607.00
26 Type III-B Construction 0 to 5000 square feet
$5,200.00
$1,820.00
$3,380.00
$5,400.00
$1,890.00
$3,510.00
27 Type III-B Construction 5001 to 10000 square feet
$9,300.00
$3,255.00
$6,045.00
$9,657.00
$3,380.00
$6,277.00
28 Type III-B Construction 10001 to 15000 square ft.
$11,800.00
$4,130.00
$7,670.00
$12,252.00
$4,288.00
$7,964.00
29 Type III-B Construction 15001 to 25000 square ft.
$16,200.00
$5,670.00
$10,530.00
$16,821.00
$5,887.00
$10,934.00
30 Each additional 1000 square feet
$900.00
$315.00
$585.00
$934.00
$327.00
$607.00
31 Type IV Construction 0 to 5000 square feet
$5,200.00
$1,820.00
$3,380.00
$5,400.00
$1,890.00
$3,510.00
32 Type IV Construction 5001 to 10000 square feet
$9,300.00
$3,255.00
$6,045.00
$9,657.00
$3,380.00
$6,277.00
33 Type IV Construction 10001 to 15000 square ft.
$11,800.00
$4,130.00
$7,670.00
$12,252.00
$4,288.00
$7,964.00
34 Type IV Construction 15001 to 25000 square ft.
$16,200.00
$5,670.00
$10,530.00
$16,821.00
$5,887.00
$10,934.00
35 Each additional 1000 square feet
$900.00
$315.00
$585.00
$934.00
$327.00
$607.00
Fee Description
49 Item: 17
463
City of Lake Forest
BUILDING AND SAFETY FEES
New Construction - New Shell or New Building with Inside Improvement Current Total
Current Plan Check
Current Permit
Proposed Total
Proposed Plan Check
Proposed Permit
Note
Fee Description
36 Type V-A Construction 0 to 5000 square feet
$5,000.00
$1,750.00
$3,250.00
$5,192.00
$1,817.00
$3,375.00
37 Type V-A Construction 5001 to 10000 square feet
$9,000.00
$3,150.00
$5,850.00
$9,345.00
$3,271.00
$6,074.00
38 Type V-A Construction 10001 to 15000 square feet
$11,600.00
$4,060.00
$7,540.00
$12,045.00
$4,216.00
$7,829.00
39 Type V-A Construction 15001 to 25000 square feet
$15,900.00
$5,565.00
$10,335.00
$16,509.00
$5,778.00
$10,731.00
40 Each additional 1000 square feet
$900.00
$315.00
$585.00
$934.00
$327.00
$607.00
41 Type V-B Construction 0 to 5000 square feet
$4,750.00
$1,662.50
$3,087.50
$4,932.00
$1,726.00
$3,206.00
42 Type V-B Construction 5001 to 10000 square feet
$8,550.00
$2,992.50
$5,557.50
$8,878.00
$3,107.00
$5,771.00
43 Type V-B Construction 10001 to 15000 square feet
$11,020.00
$3,857.00
$7,163.00
$11,443.00
$4,005.00
$7,438.00
44 Type V-B Construction 15001 to 25000 square feet
$15,105.00
$5,286.75
$9,818.25
$15,684.00
$5,489.00
$10,195.00
45 Each additional 1000 square feet
$855.00
$299.25
$555.75
$888.00
$311.00
$577.00
46 For Permits Requiring Plumbing, Electric, or Mechanical Review the following percentages shall be added to base fees:* a) Plumbing Fees
12%
12%
12%
12%
12%
12%
b) Electrical Fees
12%
12%
12%
12%
12%
12%
c) Mechanical Fees
12%
12%
12%
12%
12%
12%
* Alternatively, the City may calculate applicable plumbing, electric, and mechanical fees using individual A/C and fixture count fees identified in this schedule. 50 Item: 17
464
City of Lake Forest
BUILDING AND SAFETY FEES
New Construction - New Shell or New Building with Inside Improvement Current Total
Current Plan Check
Current Permit
Proposed Total
Proposed Plan Check
Proposed Permit
Note
I-1, I-2 - Institutional, convalescent hospitals, nursing home 1 Type I-A Construction 0 to 5000 square feet
$7,000.00
$2,450.00
$4,550.00
$7,268.00
$2,544.00
$4,724.00
2 Type I-A Construction 5001 to 10000 square feet
$11,500.00
$4,025.00
$7,475.00
$11,941.00
$4,179.00
$7,762.00
3 Type I-A Construction 10001 to 15000 square feet
$14,900.00
$5,215.00
$9,685.00
$15,471.00
$5,415.00
$10,056.00
4 Type I-A Construction 15001 to 25000 square feet
$19,800.00
$6,930.00
$12,870.00
$20,559.00
$7,196.00
$13,363.00
5 Each additional 1000 square feet
$1,000.00
$350.00
$650.00
$1,038.00
$363.00
$675.00
6 Type I-B Construction 0 to 5000 square feet
$5,200.00
$1,820.00
$3,380.00
$5,400.00
$1,890.00
$3,510.00
7 Type I-B Construction 5001 to 10000 square feet
$9,300.00
$3,255.00
$6,045.00
$9,657.00
$3,380.00
$6,277.00
8 Type I-B Construction 10001 to 15000 square ft.
$11,800.00
$4,130.00
$7,670.00
$12,252.00
$4,288.00
$7,964.00
9 Type I-B Construction 15001 to 25000 square ft.
$16,200.00
$5,670.00
$10,530.00
$16,821.00
$5,887.00
$10,934.00
10 Each additional 1000 square feet
$900.00
$315.00
$585.00
$934.00
$327.00
$607.00
11 Type II-A Construction 0 to 5000 square feet
$5,200.00
$1,820.00
$3,380.00
$5,400.00
$1,890.00
$3,510.00
12 Type II-A Construction 5001 to 10000 square feet
$9,300.00
$3,255.00
$6,045.00
$9,657.00
$3,380.00
$6,277.00
13 Type II-A Construction 10001 to 15000 square ft.
$11,800.00
$4,130.00
$7,670.00
$12,252.00
$4,288.00
$7,964.00
14 Type II-A Construction 15001 to 25000 square ft.
$16,200.00
$5,670.00
$10,530.00
$16,821.00
$5,887.00
$10,934.00
15 Each additional 1000 square feet
$900.00
$315.00
$585.00
$934.00
$327.00
$607.00
16 Type II-B Construction 0 to 5000 square feet
$5,200.00
$1,820.00
$3,380.00
$5,400.00
$1,890.00
$3,510.00
17 Type II-B Construction 5001 to 10000 square feet
$9,300.00
$3,255.00
$6,045.00
$9,657.00
$3,380.00
$6,277.00
18 Type II-B Construction 10001 to 15000 square ft.
$11,800.00
$4,130.00
$7,670.00
$12,252.00
$4,288.00
$7,964.00
19 Type II-B Construction 15001 to 25000 square ft.
$16,200.00
$5,670.00
$10,530.00
$16,821.00
$5,887.00
$10,934.00
20 Each additional 1000 square feet
$900.00
$315.00
$585.00
$934.00
$327.00
$607.00
21 Type III-A Construction 0 to 5000 square feet
$5,300.00
$1,855.00
$3,445.00
$5,503.00
$1,926.00
$3,577.00
22 Type III-A Construction 5001 to 10000 square feet
$9,400.00
$3,290.00
$6,110.00
$9,760.00
$3,416.00
$6,344.00
23 Type III-A Construction 10001 to 15000 square feet
$12,000.00
$4,200.00
$7,800.00
$12,460.00
$4,361.00
$8,099.00
24 Type III-A Construction 15001 to 25000 square feet
$16,400.00
$5,740.00
$10,660.00
$17,029.00
$5,960.00
$11,069.00
25 Each additional 1000 square feet
$900.00
$315.00
$585.00
$934.00
$327.00
$607.00
26 Type III-B Construction 0 to 5000 square feet
$5,200.00
$1,820.00
$3,380.00
$5,400.00
$1,890.00
$3,510.00
27 Type III-B Construction 5001 to 10000 square feet
$9,300.00
$3,255.00
$6,045.00
$9,657.00
$3,380.00
$6,277.00
28 Type III-B Construction 10001 to 15000 square ft.
$11,800.00
$4,130.00
$7,670.00
$12,252.00
$4,288.00
$7,964.00
29 Type III-B Construction 15001 to 25000 square ft.
$16,200.00
$5,670.00
$10,530.00
$16,821.00
$5,887.00
$10,934.00
30 Each additional 1000 square feet
$900.00
$315.00
$585.00
$934.00
$327.00
$607.00
31 Type IV Construction 0 to 5000 square feet
$5,200.00
$1,820.00
$3,380.00
$5,400.00
$1,890.00
$3,510.00
32 Type IV Construction 5001 to 10000 square feet
$9,300.00
$3,255.00
$6,045.00
$9,657.00
$3,380.00
$6,277.00
33 Type IV Construction 10001 to 15000 square ft.
$11,800.00
$4,130.00
$7,670.00
$12,252.00
$4,288.00
$7,964.00
34 Type IV Construction 15001 to 25000 square ft.
$16,200.00
$5,670.00
$10,530.00
$16,821.00
$5,887.00
$10,934.00
35 Each additional 1000 square feet
$900.00
$315.00
$585.00
$934.00
$327.00
$607.00
Fee Description
51 Item: 17
465
City of Lake Forest
BUILDING AND SAFETY FEES
New Construction - New Shell or New Building with Inside Improvement Current Total
Current Plan Check
Current Permit
Proposed Total
Proposed Plan Check
Proposed Permit
Note
Fee Description
36 Type V-A Construction 0 to 5000 square feet
$5,000.00
$1,750.00
$3,250.00
$5,192.00
$1,817.00
$3,375.00
37 Type V-A Construction 5001 to 10000 square feet
$9,000.00
$3,150.00
$5,850.00
$9,345.00
$3,271.00
$6,074.00
38 Type V-A Construction 10001 to 15000 square feet
$11,600.00
$4,060.00
$7,540.00
$12,045.00
$4,216.00
$7,829.00
39 Type V-A Construction 15001 to 25000 square feet
$15,900.00
$5,565.00
$10,335.00
$16,509.00
$5,778.00
$10,731.00
40 Each additional 1000 square feet
$900.00
$315.00
$585.00
$934.00
$327.00
$607.00
41 Type V-B Construction 0 to 5000 square feet
$4,750.00
$1,662.50
$3,087.50
$4,932.00
$1,726.00
$3,206.00
42 Type V-B Construction 5001 to 10000 square feet
$8,550.00
$2,992.50
$5,557.50
$8,878.00
$3,107.00
$5,771.00
43 Type V-B Construction 10001 to 15000 square feet
$11,020.00
$3,857.00
$7,163.00
$11,443.00
$4,005.00
$7,438.00
44 Type V-B Construction 15001 to 25000 square feet
$15,105.00
$5,286.75
$9,818.25
$15,684.00
$5,489.00
$10,195.00
45 Each additional 1000 square feet
$855.00
$299.25
$555.75
$888.00
$311.00
$577.00
46 For Permits Requiring Plumbing, Electric, or Mechanical Review the following percentages shall be added to base fees:* a) Plumbing Fees
12%
12%
12%
12%
12%
12%
b) Electrical Fees
12%
12%
12%
12%
12%
12%
c) Mechanical Fees
12%
12%
12%
12%
12%
12%
* Alternatively, the City may calculate applicable plumbing, electric, and mechanical fees using individual A/C and fixture count fees identified in this schedule. 52 Item: 17
466
City of Lake Forest
BUILDING AND SAFETY FEES
New Construction - New Shell or New Building with Inside Improvement Current Total
Current Plan Check
Current Permit
Proposed Total
Proposed Plan Check
Proposed Permit
Note
I-2, I-3, Institutional, hospital, restrained
1 Type I-A Construction 0 to 5000 square feet
$8,000.00
$2,800.00
$5,200.00
$8,306.00
$2,907.00
$5,399.00
2 Type I-A Construction 5001 to 10000 square feet
$12,700.00
$4,445.00
$8,255.00
$13,186.00
$4,615.00
$8,571.00
3 Type I-A Construction 10001 to 15000 square feet
$16,300.00
$5,705.00
$10,595.00
$16,925.00
$5,924.00
$11,001.00
4 Type I-A Construction 15001 to 25000 square feet
$21,600.00
$7,560.00
$14,040.00
$22,428.00
$7,850.00
$14,578.00
5 Each additional 1000 square feet
$820.00
$287.00
$533.00
$851.00
$298.00
$553.00
6 Type I-B Construction 0 to 5000 square feet
$6,800.00
$2,380.00
$4,420.00
$7,060.00
$2,471.00
$4,589.00
7 Type I-B Construction 5001 to 10000 square feet
$11,300.00
$3,955.00
$7,345.00
$11,734.00
$4,107.00
$7,627.00
8 Type I-B Construction 10001 to 15000 square feet
$14,700.00
$5,145.00
$9,555.00
$15,263.00
$5,342.00
$9,921.00
9 Type I-B Construction 15001 to 25000 square feet
$19,500.00
$6,825.00
$12,675.00
$20,248.00
$7,087.00
$13,161.00
10 Each additional 1000 square feet
$820.00
$287.00
$533.00
$851.00
$298.00
$553.00
11 Type II-A Construction 0 to 5000 square feet
$8,000.00
$2,800.00
$5,200.00
$8,306.00
$2,907.00
$5,399.00
12 Type II-A Construction 5001 to 10000 square feet
$12,700.00
$4,445.00
$8,255.00
$13,186.00
$4,615.00
$8,571.00
13 Type II-A Construction 10001 to 15000 square feet
$16,300.00
$5,705.00
$10,595.00
$16,925.00
$5,924.00
$11,001.00
14 Type II-A Construction 15001 to 25000 square feet
$21,600.00
$7,560.00
$14,040.00
$22,428.00
$7,850.00
$14,578.00
15 Each additional 1000 square feet
$820.00
$287.00
$533.00
$851.00
$298.00
$553.00
16 Type II-B Construction 0 to 5000 square feet
$6,800.00
$2,380.00
$4,420.00
$7,060.00
$2,471.00
$4,589.00
17 Type II-B Construction 5001 to 10000 square feet
$11,300.00
$3,955.00
$7,345.00
$11,734.00
$4,107.00
$7,627.00
18 Type II-B Construction 10001 to 15000 square feet
$14,700.00
$5,145.00
$9,555.00
$15,263.00
$5,342.00
$9,921.00
19 Type II-B Construction 15001 to 25000 square feet
$19,500.00
$6,825.00
$12,675.00
$20,248.00
$7,087.00
$13,161.00
20 Each additional 1000 square feet
$820.00
$287.00
$533.00
$851.00
$298.00
$553.00
21 Type III-A - Construction 0 to 5000 square feet
$6,800.00
$2,380.00
$4,420.00
$7,060.00
$2,471.00
$4,589.00
22 Type III-A - Construction 5001 to 10000 square feet
$11,300.00
$3,955.00
$7,345.00
$11,734.00
$4,107.00
$7,627.00
23 Type III-A - Construction 10001 to 15000 square feet $14,700.00
$5,145.00
$9,555.00
$15,263.00
$5,342.00
$9,921.00
24 Type III-A - Construction 15001 to 25000 square
$19,500.00
$6,825.00
$12,675.00
$20,248.00
$7,087.00
$13,161.00
25 Each additional 1000 square feet
$820.00
$287.00
$533.00
$851.00
$298.00
$553.00
26 Type III-B - Construction 0 to 5000 square feet
$6,800.00
$2,380.00
$4,420.00
$7,060.00
$2,471.00
$4,589.00
27 Type III-B - Construction 5001 to 10000 square feet
$11,300.00
$3,955.00
$7,345.00
$11,734.00
$4,107.00
$7,627.00
28 Type III-B - Construction 10001 to 15000 square feet $14,700.00
$5,145.00
$9,555.00
$15,263.00
$5,342.00
$9,921.00
29 Type III-B - Construction 15001 to 25000 square
$19,500.00
$6,825.00
$12,675.00
$20,248.00
$7,087.00
$13,161.00
30 Each additional 1000 square feet
$820.00
$287.00
$533.00
$851.00
$298.00
$553.00
31 Type IV - Construction 0 to 5000 square feet
$6,800.00
$2,380.00
$4,420.00
$7,060.00
$2,471.00
$4,589.00
32 Type IV - Construction 5001 to 10000 square feet
$11,300.00
$3,955.00
$7,345.00
$11,734.00
$4,107.00
$7,627.00
33 Type IV - Construction 10001 to 15000 square feet
$14,700.00
$5,145.00
$9,555.00
$15,263.00
$5,342.00
$9,921.00
34 Type IV - Construction 15001 to 25000 square
$19,500.00
$6,825.00
$12,675.00
$20,248.00
$7,087.00
$13,161.00
35 Each additional 1000 square feet
$820.00
$287.00
$533.00
$851.00
$298.00
$553.00
Fee Description
53 Item: 17
467
City of Lake Forest
BUILDING AND SAFETY FEES
New Construction - New Shell or New Building with Inside Improvement Current Total
Current Plan Check
Current Permit
Proposed Total
Proposed Plan Check
Proposed Permit
Note
Fee Description
36 Type V-A Construction 0 to 5000 square feet
$6,600.00
$2,310.00
$4,290.00
$6,853.00
$2,399.00
$4,454.00
37 Type V-A Construction 5001 to 10000 square feet
$11,000.00
$3,850.00
$7,150.00
$11,422.00
$3,998.00
$7,424.00
38 Type V-A Construction 10001 to 15000 square feet
$14,300.00
$5,005.00
$9,295.00
$14,848.00
$5,197.00
$9,651.00
39 Type V-A Construction 15001 to 25000 square feet
$19,100.00
$6,685.00
$12,415.00
$19,832.00
$6,941.00
$12,891.00
40 Each additional 1000 square feet
$820.00
$287.00
$533.00
$851.00
$298.00
$553.00
41 Type V-B Construction 0 to 5000 square feet
$6,270.00
$2,194.50
$4,075.50
$6,511.00
$2,279.00
$4,232.00
42 Type V-B Construction 5001 to 10000 square feet
$10,450.00
$3,657.50
$6,792.50
$10,851.00
$3,798.00
$7,053.00
43 Type V-B Construction 10001 to 15000 square feet
$13,585.00
$4,754.75
$8,830.25
$14,106.00
$4,937.00
$9,169.00
44 Type V-B Construction 15001 to 25000 square feet
$18,145.00
$6,350.75
$11,794.25
$18,840.00
$6,594.00
$12,246.00
45 Each additional 1000 square feet
$779.00
$272.65
$506.35
$809.00
$283.00
$526.00
46 For Permits Requiring Plumbing, Electric, or Mechanical Review the following percentages shall be added to base fees:* a) Plumbing Fees
12%
12%
12%
12%
12%
12%
b) Electrical Fees
12%
12%
12%
12%
12%
12%
c) Mechanical Fees
12%
12%
12%
12%
12%
12%
* Alternatively, the City may calculate applicable plumbing, electric, and mechanical fees using individual A/C and fixture count fees identified in this schedule. 54 Item: 17
468
City of Lake Forest
BUILDING AND SAFETY FEES
New Construction - New Shell or New Building with Inside Improvement Current Total
Current Plan Check
Current Permit
Proposed Total
Proposed Plan Check
Proposed Permit
Note
I-4, R-4, Institutional, day care facilities, assisted living facilities 1 Type I-A Construction 0 to 5000 square feet
$5,500.00
$1,925.00
$3,575.00
$5,711.00
$1,999.00
$3,712.00
2 Type I-A Construction 5001 to 10000 square feet
$9,700.00
$3,395.00
$6,305.00
$10,072.00
$3,525.00
$6,547.00
3 Type I-A Construction 10001 to 15000 square feet
$12,400.00
$4,340.00
$8,060.00
$12,875.00
$4,506.00
$8,369.00
4 Type I-A Construction 15001 to 25000 square feet
$16,900.00
$5,915.00
$10,985.00
$17,548.00
$6,142.00
$11,406.00
5 Each additional 1000 square feet
$900.00
$315.00
$585.00
$934.00
$327.00
$607.00
6 Type I-B Construction 0 to 5000 square feet
$4,500.00
$1,575.00
$2,925.00
$4,672.00
$1,635.00
$3,037.00
7 Type I-B Construction 5001 to 10000 square feet
$7,900.00
$2,765.00
$5,135.00
$8,203.00
$2,871.00
$5,332.00
8 Type I-B Construction 10001 to 15000 square feet
$10,600.00
$3,710.00
$6,890.00
$11,006.00
$3,852.00
$7,154.00
9 Type I-B Construction 15001 to 25000 square
$14,700.00
$5,145.00
$9,555.00
$15,263.00
$5,342.00
$9,921.00
10 Each additional 1000 square feet
$900.00
$315.00
$585.00
$934.00
$327.00
$607.00
11 Type II-A Construction 0 to 5000 square feet
$4,700.00
$1,645.00
$3,055.00
$4,880.00
$1,708.00
$3,172.00
12 Type II-A Construction 5001 to 10000 square feet
$8,300.00
$2,905.00
$5,395.00
$8,618.00
$3,016.00
$5,602.00
13 Type II-A Construction 10001 to 15000 square ft.
$10,900.00
$3,815.00
$7,085.00
$11,318.00
$3,961.00
$7,357.00
14 Type II-A Construction 15001 to 25000 square ft.
$15,100.00
$5,285.00
$9,815.00
$15,679.00
$5,488.00
$10,191.00
15 Each additional 1000 square feet
$900.00
$315.00
$585.00
$934.00
$327.00
$607.00
16 Type II-B Construction 0 to 5000 square feet
$4,500.00
$1,575.00
$2,925.00
$4,672.00
$1,635.00
$3,037.00
17 Type II-B Construction 5001 to 10000 square feet
$7,900.00
$2,765.00
$5,135.00
$8,203.00
$2,871.00
$5,332.00
18 Type II-B Construction 10001 to 15000 square feet
$10,600.00
$3,710.00
$6,890.00
$11,006.00
$3,852.00
$7,154.00
19 Type II-B Construction 15001 to 25000 square
$14,700.00
$5,145.00
$9,555.00
$15,263.00
$5,342.00
$9,921.00
20 Each additional 1000 square feet
$900.00
$315.00
$585.00
$934.00
$327.00
$607.00
21 Type III-A Construction 0 to 5000 square feet
$4,800.00
$1,680.00
$3,120.00
$4,984.00
$1,744.00
$3,240.00
22 Type III-A Construction 5001 to 10000 square feet
$8,500.00
$2,975.00
$5,525.00
$8,826.00
$3,089.00
$5,737.00
23 Type III-A Construction 10001 to 15000 square feet
$12,200.00
$4,270.00
$7,930.00
$12,668.00
$4,434.00
$8,234.00
24 Type III-A Construction 15001 to 25000 square feet
$15,400.00
$5,390.00
$10,010.00
$15,991.00
$5,597.00
$10,394.00
25 Each additional 1000 square feet
$900.00
$315.00
$585.00
$934.00
$327.00
$607.00
26 Type III-B Construction 0 to 5000 square feet
$4,700.00
$1,645.00
$3,055.00
$4,880.00
$1,708.00
$3,172.00
27 Type III-B Construction 5001 to 10000 square feet
$8,300.00
$2,905.00
$5,395.00
$8,618.00
$3,016.00
$5,602.00
28 Type III-B Construction 10001 to 15000 square feet
$10,900.00
$3,815.00
$7,085.00
$11,318.00
$3,961.00
$7,357.00
29 Type III-B Construction 15001 to 25000 square
$15,100.00
$5,285.00
$9,815.00
$15,679.00
$5,488.00
$10,191.00
30 Each additional 1000 square feet
$900.00
$315.00
$585.00
$934.00
$327.00
$607.00
31 Type IV Construction 0 to 5000 square feet
$4,700.00
$1,645.00
$3,055.00
$4,880.00
$1,708.00
$3,172.00
32 Type IV Construction 5001 to 10000 square feet
$8,300.00
$2,905.00
$5,395.00
$8,618.00
$3,016.00
$5,602.00
33 Type IV Construction 10001 to 15000 square feet
$10,900.00
$3,815.00
$7,085.00
$11,318.00
$3,961.00
$7,357.00
34 Type IV Construction 15001 to 25000 square
$15,100.00
$5,285.00
$9,815.00
$15,679.00
$5,488.00
$10,191.00
35 Each additional 1000 square feet
$900.00
$315.00
$585.00
$934.00
$327.00
$607.00
Fee Description
55 Item: 17
469
City of Lake Forest
BUILDING AND SAFETY FEES
New Construction - New Shell or New Building with Inside Improvement Current Total
Current Plan Check
Current Permit
Proposed Total
Proposed Plan Check
Proposed Permit
Note
Fee Description
36 Type V-A Construction 0 to 5000 square feet
$4,700.00
$1,645.00
$3,055.00
$4,880.00
$1,708.00
$3,172.00
37 Type V-A Construction 5001 to 10000 square feet
$8,300.00
$2,905.00
$5,395.00
$8,618.00
$3,016.00
$5,602.00
38 Type V-A Construction 10001 to 15000 square feet
$11,000.00
$3,850.00
$7,150.00
$11,422.00
$3,998.00
$7,424.00
39 Type V-A Construction 15001 to 25000 square feet
$15,100.00
$5,285.00
$9,815.00
$15,679.00
$5,488.00
$10,191.00
40 Each additional 1000 square feet
$900.00
$315.00
$585.00
$934.00
$327.00
$607.00
41 Type V-B Construction 0 to 5000 square feet
$4,500.00
$1,575.00
$2,925.00
$4,672.00
$1,635.00
$3,037.00
42 Type V-B Construction 5001 to 10000 square feet
$8,000.00
$2,800.00
$5,200.00
$8,306.00
$2,907.00
$5,399.00
43 Type V-B Construction 10001 to 15000 square feet
$10,700.00
$3,745.00
$6,955.00
$11,111.00
$3,889.00
$7,222.00
44 Type V-B Construction 15001 to 25000 square feet
$14,800.00
$5,180.00
$9,620.00
$15,368.00
$5,379.00
$9,989.00
45 Each additional 1000 square feet
$900.00
$315.00
$585.00
$934.00
$327.00
$607.00
46 For Permits Requiring Plumbing, Electric, or Mechanical Review the following percentages shall be added to base fees:* a) Plumbing Fees
12%
12%
12%
12%
12%
12%
b) Electrical Fees
12%
12%
12%
12%
12%
12%
c) Mechanical Fees
12%
12%
12%
12%
12%
12%
* Alternatively, the City may calculate applicable plumbing, electric, and mechanical fees using individual A/C and fixture count fees identified in this schedule. 56 Item: 17
470
City of Lake Forest
BUILDING AND SAFETY FEES
New Construction - New Shell or New Building with Inside Improvement Current Total
Current Plan Check
Current Permit
Proposed Total
Proposed Plan Check
Proposed Permit
Note
Mercantile
1 Type I-A Construction 0 to 5000 square feet
$4,600.00
$1,610.00
$2,990.00
$4,777.00
$1,672.00
$3,105.00
2 Type I-A Construction 5001 to 10000 square feet
$8,100.00
$2,835.00
$5,265.00
$8,411.00
$2,944.00
$5,467.00
3 Type I-A Construction 10001 to 15000 square feet
$10,800.00
$3,780.00
$7,020.00
$11,214.00
$3,925.00
$7,289.00
4 Each additional 1000 square feet
$1,000.00
$350.00
$650.00
$1,038.00
$363.00
$675.00
5 Type I-B Construction 0 to 5000 square feet
$3,200.00
$1,120.00
$2,080.00
$3,323.00
$1,163.00
$2,160.00
6 Type I-B Construction 5001 to 10000 square feet
$5,300.00
$1,855.00
$3,445.00
$5,503.00
$1,926.00
$3,577.00
7 Type I-B Construction 10001 to 15000 square feet
$7,400.00
$2,590.00
$4,810.00
$7,683.00
$2,689.00
$4,994.00
8 Each additional 1000 square feet
$960.00
$336.00
$624.00
$997.00
$349.00
$648.00
9 Type II-A Construction 0 to 5000 square feet
$3,200.00
$1,120.00
$2,080.00
$3,323.00
$1,163.00
$2,160.00
10 Type II-A Construction 5001 to 10000 square feet
$5,400.00
$1,890.00
$3,510.00
$5,607.00
$1,962.00
$3,645.00
11 Type II-A Construction 10001 to 15000 square ft.
$7,600.00
$2,660.00
$4,940.00
$7,891.00
$2,762.00
$5,129.00
12 Each additional 1000 square feet
$990.00
$346.50
$643.50
$1,028.00
$360.00
$668.00
13 Type II-B Construction 0 to 5000 square feet
$3,200.00
$1,120.00
$2,080.00
$3,323.00
$1,163.00
$2,160.00
14 Type II-B Construction 5001 to 10000 square feet
$5,300.00
$1,855.00
$3,445.00
$5,503.00
$1,926.00
$3,577.00
15 Type II-B Construction 10001 to 15000 square feet
$7,400.00
$2,590.00
$4,810.00
$7,683.00
$2,689.00
$4,994.00
16 Each additional 1000 square feet
$960.00
$336.00
$624.00
$997.00
$349.00
$648.00
17 Type III-A - Construction 0 to 5000 square feet
$3,700.00
$1,295.00
$2,405.00
$3,842.00
$1,345.00
$2,497.00
18 Type III-A - Construction 5001 to 10000 square feet
$6,300.00
$2,205.00
$4,095.00
$6,542.00
$2,290.00
$4,252.00
19 Type III-A -Construction 10001 to 15000 square feet
$8,900.00
$3,115.00
$5,785.00
$9,241.00
$3,234.00
$6,007.00
20 Each additional 1000 square feet
$1,100.00
$385.00
$715.00
$1,142.00
$400.00
$742.00
21 Type III-B Construction 0 to 5000 square feet
$3,500.00
$1,225.00
$2,275.00
$3,634.00
$1,272.00
$2,362.00
22 Type III-B Construction 5001 to 10000 square feet
$6,000.00
$2,100.00
$3,900.00
$6,229.00
$2,180.00
$4,049.00
23 Type III-B Construction 10001 to 15000 square feet
$8,500.00
$2,975.00
$5,525.00
$8,826.00
$3,089.00
$5,737.00
24 Each additional 1000 square feet
$1,000.00
$350.00
$650.00
$1,038.00
$363.00
$675.00
25 Type IV Construction 0 to 5000 square feet
$3,500.00
$1,225.00
$2,275.00
$3,634.00
$1,272.00
$2,362.00
26 Type IV Construction 5001 to 10000 square feet
$6,000.00
$2,100.00
$3,900.00
$6,229.00
$2,180.00
$4,049.00
27 Type IV Construction 10001 to 15000 square feet
$8,500.00
$2,975.00
$5,525.00
$8,826.00
$3,089.00
$5,737.00
28 Each additional 1000 square feet
$1,000.00
$350.00
$650.00
$1,038.00
$363.00
$675.00
29 Type V-A Construction 0 to 5000 square feet
$3,300.00
$1,155.00
$2,145.00
$3,426.00
$1,199.00
$2,227.00
30 Type V-A Construction 5001 to 10000 square feet
$5,500.00
$1,925.00
$3,575.00
$5,711.00
$1,999.00
$3,712.00
31 Type V-A Construction 10001 to 15000 square feet
$7,700.00
$2,695.00
$5,005.00
$7,995.00
$2,798.00
$5,197.00
32 Each additional 1000 square feet
$990.00
$346.50
$643.50
$1,028.00
$360.00
$668.00
Fee Description
57 Item: 17
471
City of Lake Forest
BUILDING AND SAFETY FEES
New Construction - New Shell or New Building with Inside Improvement Current Total
Current Plan Check
Current Permit
Proposed Total
Proposed Plan Check
Proposed Permit
Note
Fee Description
33 Type V-B Construction 0 to 5000 square feet
$3,200.00
$1,120.00
$2,080.00
$3,323.00
$1,163.00
$2,160.00
34 Type V-B Construction 5001 to 10000 square feet
$5,100.00
$1,785.00
$3,315.00
$5,295.00
$1,853.00
$3,442.00
35 Type V-B Construction 10001 to 15000 square feet
$7,200.00
$2,520.00
$4,680.00
$7,476.00
$2,617.00
$4,859.00
36 Each additional 1000 square feet
$960.00
$336.00
$624.00
$997.00
$349.00
$648.00
37 For Permits Requiring Plumbing, Electric, or Mechanical Review the following percentages shall be added to base fees:* a) Plumbing Fees
12%
12%
12%
12%
12%
12%
b) Electrical Fees
12%
12%
12%
12%
12%
12%
c) Mechanical Fees
12%
12%
12%
12%
12%
12%
* Alternatively, the City may calculate applicable plumbing, electric, and mechanical fees using individual A/C and fixture count fees identified in this schedule. 58 Item: 17
472
City of Lake Forest
BUILDING AND SAFETY FEES
New Construction - New Shell or New Building with Inside Improvement Current Total
Current Plan Check
Current Permit
Proposed Total
Proposed Plan Check
Proposed Permit
Note
R-1 Residential, Hotels
1 Type I-A Construction 0 to 5000 square feet
$5,400.00
$1,890.00
$3,510.00
$5,607.00
$1,962.00
$3,645.00
2 Type 1-A Construction 5001 to 10000 square feet
$9,600.00
$3,360.00
$6,240.00
$9,968.00
$3,489.00
$6,479.00
3 Type I-A Construction 10001 to 15000 square ft.
$12,200.00
$4,270.00
$7,930.00
$12,668.00
$4,434.00
$8,234.00
4 Each additional 1000 square feet
$1,000.00
$350.00
$650.00
$1,038.00
$363.00
$675.00
5 Type I-B Construction 0 to 5000 square feet
$4,600.00
$1,610.00
$2,990.00
$4,777.00
$1,672.00
$3,105.00
6 Type I-B Construction 5001 to 10000 square feet
$8,200.00
$2,870.00
$5,330.00
$8,514.00
$2,980.00
$5,534.00
7 Type I-B Construction 10001 to 15000 square feet
$10,900.00
$3,815.00
$7,085.00
$11,318.00
$3,961.00
$7,357.00
8 Each additional 1000 square feet
$1,000.00
$350.00
$650.00
$1,038.00
$363.00
$675.00
9 Type II-A Construction 0 to 5000 square feet
$5,400.00
$1,890.00
$3,510.00
$5,607.00
$1,962.00
$3,645.00
10 Type II-A Construction 5001 to 10000 square feet
$9,600.00
$3,360.00
$6,240.00
$9,968.00
$3,489.00
$6,479.00
11 Type II-A Construction 10001 to 15000 square ft.
$12,200.00
$4,270.00
$7,930.00
$12,668.00
$4,434.00
$8,234.00
12 Each additional 1000 square feet
$1,000.00
$350.00
$650.00
$1,038.00
$363.00
$675.00
13 Type II-B Construction 0 to 5000 square feet
$4,600.00
$1,610.00
$2,990.00
$4,777.00
$1,672.00
$3,105.00
14 Type II-B Construction 5001 to 10000 square feet
$8,200.00
$2,870.00
$5,330.00
$8,514.00
$2,980.00
$5,534.00
15 Type II-B Construction 10001 to 15000 square feet
$10,900.00
$3,815.00
$7,085.00
$11,318.00
$3,961.00
$7,357.00
16 Each additional 1000 square feet
$1,000.00
$350.00
$650.00
$1,038.00
$363.00
$675.00
17 Type III-A Construction 0 to 5000 square feet
$4,800.00
$1,680.00
$3,120.00
$4,984.00
$1,744.00
$3,240.00
18 Type III-A Construction 5001 to 10000 square feet
$8,500.00
$2,975.00
$5,525.00
$8,826.00
$3,089.00
$5,737.00
19 Type III-A Construction 10001 to 15000 square feet
$11,200.00
$3,920.00
$7,280.00
$11,629.00
$4,070.00
$7,559.00
20 Each additional 1000 square feet
$1,000.00
$350.00
$650.00
$1,038.00
$363.00
$675.00
21 Type III-B Construction 0 to 5000 square feet
$4,600.00
$1,610.00
$2,990.00
$4,777.00
$1,672.00
$3,105.00
22 Type III-B Construction 5001 to 10000 square feet
$8,200.00
$2,870.00
$5,330.00
$8,514.00
$2,980.00
$5,534.00
23 Type III-B Construction 10001 to 15000 square feet
$10,900.00
$3,815.00
$7,085.00
$11,318.00
$3,961.00
$7,357.00
24 Each additional 1000 square feet
$1,000.00
$350.00
$650.00
$1,038.00
$363.00
$675.00
25 Type IV Construction 0 to 5000 square feet
$4,600.00
$1,610.00
$2,990.00
$4,777.00
$1,672.00
$3,105.00
26 Type IV Construction 5001 to 10000 square feet
$8,200.00
$2,870.00
$5,330.00
$8,514.00
$2,980.00
$5,534.00
27 Type IV Construction 10001 to 15000 square feet
$10,900.00
$3,815.00
$7,085.00
$11,318.00
$3,961.00
$7,357.00
28 Each additional 1000 square feet
$1,000.00
$350.00
$650.00
$1,038.00
$363.00
$675.00
29 Type V-A Construction 0 to 5000 square feet
$4,300.00
$1,505.00
$2,795.00
$4,465.00
$1,563.00
$2,902.00
30 Type V-A Construction 5001 to 10000 square feet
$7,600.00
$2,660.00
$4,940.00
$7,891.00
$2,762.00
$5,129.00
31 Type V-A Construction 10001 to 15000 square feet
$10,300.00
$3,605.00
$6,695.00
$10,695.00
$3,743.00
$6,952.00
32 Each additional 1000 square feet
$1,000.00
$350.00
$650.00
$1,038.00
$363.00
$675.00
Fee Description
59 Item: 17
473
City of Lake Forest
BUILDING AND SAFETY FEES
New Construction - New Shell or New Building with Inside Improvement Current Total
Current Plan Check
Current Permit
Proposed Total
Proposed Plan Check
Proposed Permit
Note
Fee Description
33 Type V-B Construction 0 to 5000 square feet
$4,300.00
$1,505.00
$2,795.00
$4,465.00
$1,563.00
$2,902.00
34 Type V-B Construction 5001 to 10000 square feet
$7,400.00
$2,590.00
$4,810.00
$7,683.00
$2,689.00
$4,994.00
35 Type V-B Construction 10001 to 15000 square feet
$10,200.00
$3,570.00
$6,630.00
$10,591.00
$3,707.00
$6,884.00
36 Each additional 1000 square feet
$1,000.00
$350.00
$650.00
$1,038.00
$363.00
$675.00
37 For Permits Requiring Plumbing, Electric, or Mechanical Review the following percentages shall be added to base fees:* a) Plumbing Fees
12%
12%
12%
12%
12%
12%
b) Electrical Fees
12%
12%
12%
12%
12%
12%
c) Mechanical Fees
12%
12%
12%
12%
12%
12%
* Alternatively, the City may calculate applicable plumbing, electric, and mechanical fees using individual A/C and fixture count fees identified in this schedule. 60 Item: 17
474
City of Lake Forest
BUILDING AND SAFETY FEES
New Construction - New Shell or New Building with Inside Improvement Current Total
Current Plan Check
Current Permit
Proposed Total
Proposed Plan Check
Proposed Permit
Note
R-2 - Multiple Family
1 Type I-A Construction 0 to 5000 square feet
$5,700.00
$1,995.00
$3,705.00
$5,918.00
$2,071.00
$3,847.00
2 Type I-A Construction 5001 to 10000 square feet
$10,000.00
$3,500.00
$6,500.00
$10,383.00
$3,634.00
$6,749.00
3 Type 1-A Construction 10001 to 15000 square feet
$12,800.00
$4,480.00
$8,320.00
$13,291.00
$4,652.00
$8,639.00
4 Type I-A Construction 15001 to 25000 square feet
$17,400.00
$6,090.00
$11,310.00
$18,066.00
$6,323.00
$11,743.00
5 Each additional 1000 square feet
$900.00
$315.00
$585.00
$934.00
$327.00
$607.00
6 Type I-B Construction 0 to 5000 square feet
$4,500.00
$1,575.00
$2,925.00
$4,672.00
$1,635.00
$3,037.00
7 Type I-B Construction 5001 to 10000 square feet
$8,000.00
$2,800.00
$5,200.00
$8,306.00
$2,907.00
$5,399.00
8 Type I-B Construction 10001 to 15000 square feet
$10,700.00
$3,745.00
$6,955.00
$11,111.00
$3,889.00
$7,222.00
9 Type I-B Construction 15001 to 25000 square feet
$14,800.00
$5,180.00
$9,620.00
$15,368.00
$5,379.00
$9,989.00
10 Each additional 1000 square feet
$1,100.00
$515.00
$585.00
$1,142.00
$535.00
$607.00
11 Type II-A Construction 0 to 5000 square feet
$5,700.00
$1,995.00
$3,705.00
$5,918.00
$2,071.00
$3,847.00
12 Type II-A Construction 5001 to 10000 square feet
$10,000.00
$3,500.00
$6,500.00
$10,383.00
$3,634.00
$6,749.00
13 Type II-A Construction 10001 to 15000 square feet
$12,800.00
$4,480.00
$8,320.00
$13,291.00
$4,652.00
$8,639.00
14 Type II-A Construction 15001 to 25000 square feet
$17,400.00
$6,090.00
$11,310.00
$18,066.00
$6,323.00
$11,743.00
15 Each additional 1000 square feet
$900.00
$315.00
$585.00
$934.00
$327.00
$607.00
16 Type II-B Construction 0 to 5000 square feet
$4,500.00
$1,575.00
$2,925.00
$4,672.00
$1,635.00
$3,037.00
17 Type II-B Construction 5001 to 10000 square feet
$8,000.00
$2,800.00
$5,200.00
$8,306.00
$2,907.00
$5,399.00
18 Type II-B Construction 10001 to 15000 square feet
$10,700.00
$3,745.00
$6,955.00
$11,111.00
$3,889.00
$7,222.00
19 Type II-B Construction 15001 to 25000 square feet
$14,800.00
$5,180.00
$9,620.00
$15,368.00
$5,379.00
$9,989.00
20 Each additional 1000 square feet
$1,100.00
$515.00
$585.00
$1,142.00
$535.00
$607.00
21 Type III-A Construction 0 to 5000 square feet
$5,700.00
$1,995.00
$3,705.00
$5,918.00
$2,071.00
$3,847.00
22 Type III-A Construction 5001 to 10000 square feet
$10,000.00
$3,500.00
$6,500.00
$10,383.00
$3,634.00
$6,749.00
23 Type III-A Construction 10001 to 15000 square feet
$12,800.00
$4,480.00
$8,320.00
$13,291.00
$4,652.00
$8,639.00
24 Type III-A Construction 15001 to 25000 square feet
$17,400.00
$6,090.00
$11,310.00
$18,066.00
$6,323.00
$11,743.00
25 Each additional 1000 square feet
$900.00
$315.00
$585.00
$934.00
$327.00
$607.00
26 Type III-B Construction 0 to 5000 square feet
$4,500.00
$1,575.00
$2,925.00
$4,672.00
$1,635.00
$3,037.00
27 Type III-B Construction 5001 to 10000 square feet
$8,000.00
$2,800.00
$5,200.00
$8,306.00
$2,907.00
$5,399.00
28 Type III-B Construction 10001 to 15000 square feet
$10,700.00
$3,745.00
$6,955.00
$11,111.00
$3,889.00
$7,222.00
29 Type III-B Construction 15001 to 25000 square feet
$14,800.00
$5,180.00
$9,620.00
$15,368.00
$5,379.00
$9,989.00
30 Each additional 1000 square feet
$1,100.00
$515.00
$585.00
$1,142.00
$535.00
$607.00
31 Type IV Construction 0 to 5000 square feet
$4,500.00
$1,575.00
$2,925.00
$4,672.00
$1,635.00
$3,037.00
32 Type IV Construction 5001 to 10000 square feet
$8,000.00
$2,800.00
$5,200.00
$8,306.00
$2,907.00
$5,399.00
33 Type IV Construction 10001 to 15000 square feet
$10,700.00
$3,745.00
$6,955.00
$11,111.00
$3,889.00
$7,222.00
34 Type IV Construction 15001 to 25000 square feet
$14,800.00
$5,180.00
$9,620.00
$15,368.00
$5,379.00
$9,989.00
35 Each additional 1000 square feet
$1,100.00
$515.00
$585.00
$1,142.00
$535.00
$607.00
36 Type V-A Construction 0 to 5000 square feet
$4,500.00
$1,575.00
$2,925.00
$4,672.00
$1,635.00
$3,037.00
37 Type V-A Construction 5001 to 10000 square feet
$8,000.00
$2,800.00
$5,200.00
$8,306.00
$2,907.00
$5,399.00
38 Type V-A Construction 10001 to 15000 square feet
$10,700.00
$3,745.00
$6,955.00
$11,111.00
$3,889.00
$7,222.00
39 Type V-A Construction 15001 to 25000 square feet
$14,800.00
$5,180.00
$9,620.00
$15,368.00
$5,379.00
$9,989.00
40 Each additional 1000 square feet
$1,100.00
$515.00
$585.00
$1,142.00
$535.00
$607.00
Fee Description
61 Item: 17
475
City of Lake Forest
BUILDING AND SAFETY FEES
New Construction - New Shell or New Building with Inside Improvement Current Total
Current Plan Check
Current Permit
Proposed Total
Proposed Plan Check
Proposed Permit
Note
Fee Description
41 Type V-B Construction 0 to 5000 square feet
$4,500.00
$1,575.00
$2,925.00
$4,672.00
$1,635.00
$3,037.00
42 Type V-B Construction 5001 to 10000 square feet
$8,000.00
$2,800.00
$5,200.00
$8,306.00
$2,907.00
$5,399.00
43 Type V-B Construction 10001 to 15000 square feet
$10,700.00
$3,745.00
$6,955.00
$11,111.00
$3,889.00
$7,222.00
44 Type V-B Construction 15001 to 25000 square feet
$14,800.00
$5,180.00
$9,620.00
$15,368.00
$5,379.00
$9,989.00
45 Each additional 1000 square feet
$1,100.00
$515.00
$585.00
$1,142.00
$535.00
$607.00
46 Type V-B Basement Garage 0 to 5000 square feet GOOD
$2,700.00
$945.00
$1,755.00
$2,803.00
$981.00
$1,822.00
47 Type V-B Basement Garage 5001 to 10000 square feet
$4,300.00
$1,505.00
$2,795.00
$4,465.00
$1,563.00
$2,902.00
48 Each additional 1000 square feet
$820.00
$287.00
$533.00
$851.00
$298.00
$553.00
49 For Permits Requiring Plumbing, Electric, or Mechanical Review the following percentages shall be added to base fees:* a) Plumbing Fees
12%
12%
12%
12%
12%
12%
b) Electrical Fees
12%
12%
12%
12%
12%
12%
c) Mechanical Fees
12%
12%
12%
12%
12%
12%
* Alternatively, the City may calculate applicable plumbing, electric, and mechanical fees using individual A/C and fixture count fees identified in this schedule. 62 Item: 17
476
City of Lake Forest
BUILDING AND SAFETY FEES
New Construction - New Shell or New Building with Inside Improvement Current Total
Current Plan Check
Current Permit
Proposed Total
Proposed Plan Check
Proposed Permit
Note
R-3 Residential, One & Two Family - Dwellings (New or Additions) 1 Masonry 0 to 2000 square feet
$2,700.00
$945.00
$1,755.00
$2,803.00
$981.00
$1,822.00
2 Each additional 1000 square feet
$1,500.00
$525.00
$975.00
$1,557.00
$545.00
$1,012.00
3 Wood Frame 0 to 100 square feet (for lofts)
$330.00
$115.50
$214.50
$343.00
$120.00
$223.00
4 Wood Frame 101 to 500 square feet (for lofts)
$660.00
$231.00
$429.00
$685.00
$240.00
$445.00
5 Wood Frame 501 to 1000 square feet (for lofts)
$1,000.00
$350.00
$650.00
$1,038.00
$363.00
$675.00
6 Wood Frame 1001 to 2000 square feet (for lofts)
$2,000.00
$700.00
$1,300.00
$2,077.00
$727.00
$1,350.00
7 Each additional 1000 square feet (for lofts)
$1,100.00
$385.00
$715.00
$1,142.00
$400.00
$742.00
8 Wood Frame 0 to 100 square feet
$420.00
$147.00
$273.00
$436.00
$153.00
$283.00
9 Wood Frame 101 to 500 square feet
$860.00
$301.00
$559.00
$893.00
$313.00
$580.00
10 Wood Frame 501 to 1000 square feet
$1,300.00
$455.00
$845.00
$1,349.00
$472.00
$877.00
11 Wood Frame 1001 to 2000 square feet
$2,500.00
$875.00
$1,625.00
$2,596.00
$909.00
$1,687.00
12 Each additional 1000 square feet
$1,400.00
$490.00
$910.00
$1,454.00
$509.00
$945.00
13 Basement - Semi-Finished
$1,000.00
$350.00
$650.00
$1,038.00
$363.00
$675.00
14 Basement - Unfinished
$890.00
$311.50
$578.50
$924.00
$323.00
$601.00
15 For Permits Requiring Plumbing, Electric, or Mechanical Review the following percentages shall be added to base fees:* a) Plumbing Fees
12%
12%
12%
12%
12%
12%
b) Electrical Fees
12%
12%
12%
12%
12%
12%
c) Mechanical Fees
12%
12%
12%
12%
12%
12%
Fee Description
* Alternatively, the City may calculate applicable plumbing, electric, and mechanical fees using individual A/C and fixture count fees identified in this schedule. 63 Item: 17
477
City of Lake Forest
BUILDING AND SAFETY FEES
New Construction - New Shell or New Building with Inside Improvement Current Total
Current Plan Check
Current Permit
Proposed Total
Proposed Plan Check
Proposed Permit
Note
S-1 or S-2 - Storage - Moderate/Low Hazard
1 Type I-A Construction 0 to 5000 square feet
$3,200.00
$1,120.00
$2,080.00
$3,323.00
$1,163.00
$2,160.00
2 Type I-A Construction 5001 to 10000 square feet
$5,300.00
$1,855.00
$3,445.00
$5,503.00
$1,926.00
$3,577.00
3 Type I-A Construction 10001 to 15000 square feet
$7,400.00
$2,590.00
$4,810.00
$7,683.00
$2,689.00
$4,994.00
4 Type I-A Construction 15001 to 25000 square feet
$10,700.00
$3,745.00
$6,955.00
$11,111.00
$3,889.00
$7,222.00
5 Each additional 500 square feet
$1,000.00
$350.00
$650.00
$1,038.00
$363.00
$675.00
6 Type I-B Construction 0 to 5000 square feet
$2,100.00
$735.00
$1,365.00
$2,180.00
$763.00
$1,417.00
7 Type I-B Construction 5001 to 10000 square feet
$3,400.00
$1,190.00
$2,210.00
$3,531.00
$1,236.00
$2,295.00
8 Type I-B Construction 10001 to 15000 square feet
$4,600.00
$1,610.00
$2,990.00
$4,777.00
$1,672.00
$3,105.00
9 Type I-B Construction 15001 to 25000 square feet
$6,900.00
$2,415.00
$4,485.00
$7,165.00
$2,508.00
$4,657.00
10 Each additional 1000 square feet
$700.00
$245.00
$455.00
$726.00
$254.00
$472.00
11 Type II-A Construction 0 to 5000 square feet
$2,200.00
$770.00
$1,430.00
$2,285.00
$800.00
$1,485.00
12 Type II-A Construction 5001 to 10000 square feet
$3,600.00
$1,260.00
$2,340.00
$3,738.00
$1,308.00
$2,430.00
13 Type II-A Construction 10001 to 15000 square feet
$4,800.00
$1,680.00
$3,120.00
$4,984.00
$1,744.00
$3,240.00
14 Type II-A Construction 15001 to 25000 square feet
$7,300.00
$2,555.00
$4,745.00
$7,580.00
$2,653.00
$4,927.00
15 Each additional 1000 square feet
$730.00
$255.50
$474.50
$758.00
$265.00
$493.00
16 Type II-B Construction 0 to 5000 square feet
$2,100.00
$735.00
$1,365.00
$2,180.00
$763.00
$1,417.00
17 Type II-B Construction 5001 to 10000 square feet
$3,400.00
$1,190.00
$2,210.00
$3,531.00
$1,236.00
$2,295.00
18 Type ll-B Construction 10001 to 15000 square feet
$4,600.00
$1,610.00
$2,990.00
$4,777.00
$1,672.00
$3,105.00
19 Type II-B Construction 15001 to 25000 square feet
$6,900.00
$2,415.00
$4,485.00
$7,165.00
$2,508.00
$4,657.00
20 Each additional 1000 square feet
$700.00
$245.00
$455.00
$726.00
$254.00
$472.00
21 Type III-A Construction 0 to 5000 square feet
$2,400.00
$840.00
$1,560.00
$2,492.00
$872.00
$1,620.00
22 Type III-A Construction 5001 to 10000 square feet
$3,900.00
$1,365.00
$2,535.00
$4,049.00
$1,417.00
$2,632.00
23 Type III-A Construction 10001 to 15000 square feet
$5,300.00
$1,855.00
$3,445.00
$5,503.00
$1,926.00
$3,577.00
24 Type III-A Construction 15001 to 25000 square feet
$8,100.00
$2,835.00
$5,265.00
$8,411.00
$2,944.00
$5,467.00
25 Each additional 1000 square feet
$790.00
$276.50
$513.50
$820.00
$287.00
$533.00
26 Type III-B Construction 0 to 5000 square feet
$2,300.00
$805.00
$1,495.00
$2,388.00
$836.00
$1,552.00
27 Type lll-B Construction 5001 to 10000 square feet
$3,800.00
$1,330.00
$2,470.00
$3,946.00
$1,381.00
$2,565.00
28 Type lll-B Construction 10001 to 15000 square feet
$5,100.00
$1,785.00
$3,315.00
$5,295.00
$1,853.00
$3,442.00
29 Type III-B Construction 15001 to 25000 square feet
$7,700.00
$2,695.00
$5,005.00
$7,995.00
$2,798.00
$5,197.00
30 Each additional 1000 square feet
$760.00
$266.00
$494.00
$789.00
$276.00
$513.00
31 Type IV Construction 0 to 5000 square feet
$2,300.00
$805.00
$1,495.00
$2,388.00
$836.00
$1,552.00
32 Type lV Construction 5001 to 10000 square feet
$3,800.00
$1,330.00
$2,470.00
$3,946.00
$1,381.00
$2,565.00
33 Type lV Construction 10001 to 15000 square feet
$5,100.00
$1,785.00
$3,315.00
$5,295.00
$1,853.00
$3,442.00
34 Type IV Construction 15001 to 25000 square feet
$7,700.00
$2,695.00
$5,005.00
$7,995.00
$2,798.00
$5,197.00
35 Each additional 1000 square feet
$760.00
$266.00
$494.00
$789.00
$276.00
$513.00
Fee Description
64 Item: 17
478
City of Lake Forest
BUILDING AND SAFETY FEES
New Construction - New Shell or New Building with Inside Improvement Current Total
Current Plan Check
Current Permit
Proposed Total
Proposed Plan Check
Proposed Permit
Note
Fee Description
36 Type V-A Construction 0 to 5000 square feet
$5,100.00
$1,785.00
$3,315.00
$5,295.00
$1,853.00
$3,442.00
37 Type V-A Construction 5001 to 10000 square feet
$9,100.00
$3,185.00
$5,915.00
$9,449.00
$3,307.00
$6,142.00
38 Type V-A Construction 10001 to 15000 square feet
$11,700.00
$4,095.00
$7,605.00
$12,148.00
$4,252.00
$7,896.00
39 Type V-A Construction 15001 to 25000 square feet
$16,100.00
$5,635.00
$10,465.00
$16,717.00
$5,851.00
$10,866.00
40 Each additional 1000 square feet
$900.00
$315.00
$585.00
$934.00
$327.00
$607.00
41 Type V-B Construction 0 to 5000 square feet
$5,000.00
$1,750.00
$3,250.00
$5,192.00
$1,817.00
$3,375.00
42 Type V-B Construction 5001 to 10000 square feet
$8,800.00
$3,080.00
$5,720.00
$9,137.00
$3,198.00
$5,939.00
43 Type V-B Construction 10001 to 15000 square feet
$11,500.00
$4,025.00
$7,475.00
$11,941.00
$4,179.00
$7,762.00
44 Type V-B Construction 15001 to 25000 square feet
$15,700.00
$5,495.00
$10,205.00
$16,302.00
$5,706.00
$10,596.00
45 Each additional 1000 square feet
$900.00
$315.00
$585.00
$934.00
$327.00
$607.00
46 For Permits Requiring Plumbing, Electric, or Mechanical Review the following percentages shall be added to base fees:* a) Plumbing Fees
12%
12%
12%
12%
12%
12%
b) Electrical Fees
12%
12%
12%
12%
12%
12%
c) Mechanical Fees
12%
12%
12%
12%
12%
12%
* Alternatively, the City may calculate applicable plumbing, electric, and mechanical fees using individual A/C and fixture count fees identified in this schedule. 65 Item: 17
479
City of Lake Forest
BUILDING AND SAFETY FEES
New Construction - New Shell or New Building with Inside Improvement Current Total
Current Plan Check
Current Permit
Proposed Total
Proposed Plan Check
Proposed Permit
Note
S-2, public garages
1 Type I-A Construction 0 to 5000 square feet
$3,200.00
$1,120.00
$2,080.00
$3,323.00
$1,163.00
$2,160.00
2 Type I-A Construction 5001 to 10000 square feet
$5,200.00
$1,820.00
$3,380.00
$5,400.00
$1,890.00
$3,510.00
3 Type I-A Construction 10001 to 15000 square feet
$7,400.00
$2,590.00
$4,810.00
$7,683.00
$2,689.00
$4,994.00
4 Type I-A Construction 15001 to 25000 square feet
$10,800.00
$3,780.00
$7,020.00
$11,214.00
$3,925.00
$7,289.00
5 Each additional 1000 square feet
$1,000.00
$350.00
$650.00
$1,038.00
$363.00
$675.00
6 Type I-B Construction 0 to 5000 square feet
$2,100.00
$735.00
$1,365.00
$2,180.00
$763.00
$1,417.00
7 Type I-B Construction 5001 to 10000 square feet
$3,500.00
$1,225.00
$2,275.00
$3,634.00
$1,272.00
$2,362.00
8 Type I-B Construction 10001 to 15000 square feet
$4,700.00
$1,645.00
$3,055.00
$4,880.00
$1,708.00
$3,172.00
9 Type I-B Construction 15001 to 25000 square feet
$7,100.00
$2,485.00
$4,615.00
$7,372.00
$2,580.00
$4,792.00
10 Each additional 1000 square feet
$730.00
$255.50
$474.50
$758.00
$265.00
$493.00
11 Type II-A Construction 0 to 5000 square feet
$2,600.00
$910.00
$1,690.00
$2,700.00
$945.00
$1,755.00
12 Type II-A Construction 5001 to 10000 square feet
$4,200.00
$1,470.00
$2,730.00
$4,361.00
$1,526.00
$2,835.00
13 Type II-A Construction 10001 to 15000 square feet
$5,900.00
$2,065.00
$3,835.00
$6,126.00
$2,144.00
$3,982.00
14 Type II-A Construction 15001 to 25000 square feet
$9,000.00
$3,150.00
$5,850.00
$9,345.00
$3,271.00
$6,074.00
15 Each additional 1000 square feet
$810.00
$283.50
$526.50
$841.00
$294.00
$547.00
16 Type II-B Construction 0 to 5000 square feet
$2,100.00
$735.00
$1,365.00
$2,180.00
$763.00
$1,417.00
17 Type II-B Construction 5001 to 10000 square feet
$3,500.00
$1,225.00
$2,275.00
$3,634.00
$1,272.00
$2,362.00
18 Type II-B Construction 10001 to 15000 square feet
$4,700.00
$1,645.00
$3,055.00
$4,880.00
$1,708.00
$3,172.00
19 Type II-B Construction 15001 to 25000 square feet
$7,100.00
$2,485.00
$4,615.00
$7,372.00
$2,580.00
$4,792.00
20 Each additional 1000 square feet
$730.00
$255.50
$474.50
$758.00
$265.00
$493.00
21 Type lll-A Construction 0 to 5000 square feet
$2,600.00
$910.00
$1,690.00
$2,700.00
$945.00
$1,755.00
22 Type lll-A Construction 5001 to 10000 square feet
$4,200.00
$1,470.00
$2,730.00
$4,361.00
$1,526.00
$2,835.00
23 Type lll-A Construction 10001 to 15000 square feet
$5,900.00
$2,065.00
$3,835.00
$6,126.00
$2,144.00
$3,982.00
24 Type lll-A Construction 15001 to 25000 square feet
$9,000.00
$3,150.00
$5,850.00
$9,345.00
$3,271.00
$6,074.00
25 Each additional 1000 square feet
$810.00
$283.50
$526.50
$841.00
$294.00
$547.00
26 Type III-B Construction 0 to 5000 square feet
$2,400.00
$840.00
$1,560.00
$2,492.00
$872.00
$1,620.00
27 Type III-B Construction 5001 to 10000 square feet
$3,900.00
$1,365.00
$2,535.00
$4,049.00
$1,417.00
$2,632.00
28 Type III-B Construction 10001 to 15000 square feet
$5,300.00
$1,855.00
$3,445.00
$5,503.00
$1,926.00
$3,577.00
29 Type III-B Construction 15001 to 25000 square feet
$8,200.00
$2,870.00
$5,330.00
$8,514.00
$2,980.00
$5,534.00
30 Each additional 1000 square feet
$790.00
$276.50
$513.50
$820.00
$287.00
$533.00
31 Type IV Construction 0 to 5000 square feet
$2,400.00
$840.00
$1,560.00
$2,492.00
$872.00
$1,620.00
32 Type IV Construction 5001 to 10000 square feet
$3,900.00
$1,365.00
$2,535.00
$4,049.00
$1,417.00
$2,632.00
33 Type IV Construction 10001 to 15000 square feet
$5,300.00
$1,855.00
$3,445.00
$5,503.00
$1,926.00
$3,577.00
34 Type IV Construction 15001 to 25000 square feet
$8,200.00
$2,870.00
$5,330.00
$8,514.00
$2,980.00
$5,534.00
35 Each additional 1000 square feet
$790.00
$276.50
$513.50
$820.00
$287.00
$533.00
Fee Description
66 Item: 17
480
City of Lake Forest
BUILDING AND SAFETY FEES
New Construction - New Shell or New Building with Inside Improvement Current Total
Current Plan Check
Current Permit
Proposed Total
Proposed Plan Check
Proposed Permit
Note
Fee Description
36 Type V-A Construction 0 to 5000 square feet
$2,400.00
$840.00
$1,560.00
$2,492.00
$872.00
$1,620.00
37 Type V-A Construction 5001 to 10000 square feet
$4,000.00
$1,400.00
$2,600.00
$4,154.00
$1,454.00
$2,700.00
38 Type V-A Construction 10001 to 15000 square feet
$5,400.00
$1,890.00
$3,510.00
$5,607.00
$1,962.00
$3,645.00
39 Type V-A Construction 15001 to 25000 square feet
$8,400.00
$2,940.00
$5,460.00
$8,722.00
$3,053.00
$5,669.00
40 Each additional 1000 square feet
$790.00
$276.50
$513.50
$820.00
$287.00
$533.00
41 Type V-B Construction 0 to 5000 square feet
$2,280.00
$798.00
$1,482.00
$2,368.00
$829.00
$1,539.00
42 Type V-B Construction 5001 to 10000 square feet
$3,800.00
$1,330.00
$2,470.00
$3,946.00
$1,381.00
$2,565.00
43 Type V-B Construction 10001 to 15000 square feet
$5,130.00
$1,795.50
$3,334.50
$5,326.00
$1,864.00
$3,462.00
44 Type V-B Construction 15001 to 25000 square feet
$7,980.00
$2,793.00
$5,187.00
$8,286.00
$2,900.00
$5,386.00
45 Each additional 1000 square feet
$750.50
$262.68
$487.83
$780.00
$273.00
$507.00
#REF!
#REF!
46 For Permits Requiring Plumbing, Electric, or Mechanical Review the following percentages shall be added to base fees:* a) Plumbing Fees
12%
12%
12%
12%
12%
12%
b) Electrical Fees
12%
12%
12%
12%
12%
12%
c) Mechanical Fees
12%
12%
12%
12%
12%
12%
* Alternatively, the City may calculate applicable plumbing, electric, and mechanical fees using individual A/C and fixture count fees identified in this schedule. 67 Item: 17
481
City of Lake Forest
BUILDING AND SAFETY FEES
New Construction - New Shell or New Building with Inside Improvement Current Total
Current Plan Check
Current Permit
Proposed Total
Proposed Plan Check
Proposed Permit
Note
U - Utility - cell sites, miscellaneous
1 Wood frame Construction 0 to 500 square feet
$500.00
$175.00
$325.00
$519.00
$182.00
$337.00
2 Wood frame Construction 501 to 5000 square feet
$2,000.00
$700.00
$1,300.00
$2,077.00
$727.00
$1,350.00
3 Wood frame Construction 5001 to 10000 square ft.
$3,200.00
$1,120.00
$2,080.00
$3,323.00
$1,163.00
$2,160.00
4 Wood frame Construction 10001 to 15000 square ft.
$4,200.00
$1,470.00
$2,730.00
$4,361.00
$1,526.00
$2,835.00
5 Wood frame Construction 15001 to 25000 square ft.
$6,300.00
$2,205.00
$4,095.00
$6,542.00
$2,290.00
$4,252.00
6 Each additional 500 square feet
$670.00
$234.50
$435.50
$695.00
$243.00
$452.00
7 Masonry Construction 0 to 5000 square feet
$2,100.00
$735.00
$1,365.00
$2,180.00
$763.00
$1,417.00
8 Masonry Construction 5001 to 10000 square feet
$3,400.00
$1,190.00
$2,210.00
$3,531.00
$1,236.00
$2,295.00
9 Masonry Construction 10001 to 15000 square feet
$4,700.00
$1,645.00
$3,055.00
$4,880.00
$1,708.00
$3,172.00
10 Masonry Construction 15001 to 25000 square feet
$7,000.00
$2,450.00
$4,550.00
$7,268.00
$2,544.00
$4,724.00
11 Each additional 1000 square feet
$700.00
$245.00
$455.00
$726.00
$254.00
$472.00
12 Open Carport Construction 0 to 500 square feet
$300.00
$105.00
$195.00
$311.00
$109.00
$202.00
13 Open Carport Construction 501 to 5000 square feet
$1,500.00
$525.00
$975.00
$1,557.00
$545.00
$1,012.00
14 Open Carport Construction 5001 to 10000 square ft.
$2,400.00
$840.00
$1,560.00
$2,492.00
$872.00
$1,620.00
15 Open Carport Construction 10001 to 15000 square ft.
$3,300.00
$1,155.00
$2,145.00
$3,426.00
$1,199.00
$2,227.00
16 Open Carport Construction 15001 to 25000 square ft.
$4,700.00
$1,645.00
$3,055.00
$4,880.00
$1,708.00
$3,172.00
17 Each additional 1000 square feet
$550.00
$192.50
$357.50
$571.00
$200.00
$371.00
18 For Permits Requiring Plumbing, Electric, or Mechanical Review the following percentages shall be added to base fees:* a) Plumbing Fees
12%
12%
12%
12%
12%
12%
b) Electrical Fees
12%
12%
12%
12%
12%
12%
c) Mechanical Fees
12%
12%
12%
12%
12%
12%
Fee Description
* Alternatively, the City may calculate applicable plumbing, electric, and mechanical fees using individual A/C and fixture count fees identified in this schedule. 68 Item: 17
482
City of Lake Forest
BUILDING AND SAFETY FEES
Additional Fee for Air-Conditioning
Current Total
Current Plan Check
Current Permit
Proposed Total
Proposed Plan Check
Proposed Permit
Note
Additional Fee for Air-Conditioning
1 Commercial Construction 0 to 5000 square feet
$620.00
$217.00
$403.00
$643.00
$225.00
$418.00
2 Commercial Construction 5001 to 10000 square feet
$880.00
$308.00
$572.00
$914.00
$320.00
$594.00
3 Commercial Construction 10001 to 15000 square feet
$1,100.00
$385.00
$715.00
$1,142.00
$400.00
$742.00
4 Commercial Construction 15001 to 25000 square feet
$1,600.00
$560.00
$1,040.00
$1,661.00
$581.00
$1,080.00
5 Each additional 500 square feet
$210.00
$73.50
$136.50
$218.00
$76.00
$142.00
6 Residential Construction any size
$570.00
$199.50
$370.50
$592.00
$207.00
$385.00
Fee Description
69 Item: 17
483
City of Lake Forest
BUILDING AND SAFETY FEES
Tenant Improvement
Current Total
Current Plan Check
Current Permit
Proposed Total
Proposed Plan Check
Proposed Permit
Note
A-Assembly, all categories
1 Type I-A Construction 0 to 5000 square feet
$1,375.00
$481.25
$893.75
$1,428.00
$500.00
$928.00
2 Type I-A Construction 5001 to 10000 square feet
$2,375.00
$831.25
$1,543.75
$2,466.00
$863.00
$1,603.00
3 Type I-A Construction 10001 to 15000 square feet
$3,000.00
$1,050.00
$1,950.00
$3,115.00
$1,090.00
$2,025.00
4 Each additional 1000 square feet
$262.50
$91.88
$170.63
$272.00
$95.00
$177.00
5 Type I-B Construction 0 to 5000 square feet
$1,100.00
$385.00
$715.00
$1,142.00
$400.00
$742.00
6 Type I-B Construction 5001 to 10000 square feet
$1,900.00
$665.00
$1,235.00
$1,972.00
$690.00
$1,282.00
7 Type I-B Construction 10001 to 15000 square feet
$2,400.00
$840.00
$1,560.00
$2,492.00
$872.00
$1,620.00
8 Each additional 1000 square feet
$210.00
$73.50
$136.50
$218.00
$76.00
$142.00
9 Type II-A Construction 0 to 5000 square feet
$1,155.00
$404.25
$750.75
$1,200.00
$420.00
$780.00
10 Type II-A Construction 5001 to 10000 square feet
$1,995.00
$698.25
$1,296.75
$2,071.00
$725.00
$1,346.00
11 Type II-A Construction 10001 to 15000 square feet
$2,520.00
$882.00
$1,638.00
$2,617.00
$916.00
$1,701.00
12 Each additional 1000 square feet
$220.50
$77.18
$143.33
$229.00
$80.00
$149.00
13 Type II-B Construction 0 to 5000 square feet
$1,100.00
$385.00
$715.00
$1,142.00
$400.00
$742.00
14 Type II-B Construction 5001 to 10000 square feet
$1,900.00
$665.00
$1,235.00
$1,972.00
$690.00
$1,282.00
15 Type II-B Construction 10001 to 15000 square feet
$2,400.00
$840.00
$1,560.00
$2,492.00
$872.00
$1,620.00
16 Each additional 1000 square feet
$210.00
$73.50
$136.50
$218.00
$76.00
$142.00
17 Type III-A Construction 0 to 5000 square feet
$1,100.00
$385.00
$715.00
$1,142.00
$400.00
$742.00
18 Type III-A Construction 5001 to 10000 square feet
$1,900.00
$665.00
$1,235.00
$1,972.00
$690.00
$1,282.00
19 Type III-A Construction 10001 to 15000 square feet
$2,400.00
$840.00
$1,560.00
$2,492.00
$872.00
$1,620.00
20 Each additional 1000 square feet
$210.00
$73.50
$136.50
$218.00
$76.00
$142.00
21 Type III-B Construction 0 to 5000 square feet
$1,100.00
$385.00
$715.00
$1,142.00
$400.00
$742.00
22 Type III-B Construction 5001 to 10000 square feet
$1,900.00
$665.00
$1,235.00
$1,972.00
$690.00
$1,282.00
23 Type III-B Construction 10001 to 15000 square feet
$2,400.00
$840.00
$1,560.00
$2,492.00
$872.00
$1,620.00
24 Each additional 1000 square feet
$210.00
$73.50
$136.50
$218.00
$76.00
$142.00
25 Type IV Construction 0 to 5000 square feet
$1,100.00
$385.00
$715.00
$1,142.00
$400.00
$742.00
26 Type IV Construction 5001 to 10000 square feet
$1,900.00
$665.00
$1,235.00
$1,972.00
$690.00
$1,282.00
27 Type IV Construction 10001 to 15000 square feet
$2,400.00
$840.00
$1,560.00
$2,492.00
$872.00
$1,620.00
28 Each additional 1000 square feet
$210.00
$73.50
$136.50
$218.00
$76.00
$142.00
29 Type V-A Construction 0 to 5000 square feet
$1,100.00
$385.00
$715.00
$1,142.00
$400.00
$742.00
30 Type V-A Construction 5001 to 10000 square feet
$1,900.00
$665.00
$1,235.00
$1,972.00
$690.00
$1,282.00
31 Type V-A Construction 10001 to 15000 square feet
$2,400.00
$840.00
$1,560.00
$2,492.00
$872.00
$1,620.00
32 Each additional 1000 square feet
$210.00
$73.50
$136.50
$218.00
$76.00
$142.00
Fee Description
70 Item: 17
484
City of Lake Forest
BUILDING AND SAFETY FEES
Tenant Improvement
Current Total
Current Plan Check
Current Permit
Proposed Total
Proposed Plan Check
Proposed Permit
Note
Fee Description
33 Type V-B Construction 0 to 5000 square feet
$1,000.00
$350.00
$650.00
$1,038.00
$363.00
$675.00
34 Type V-B Construction 5001 to 10000 square feet
$1,800.00
$630.00
$1,170.00
$1,869.00
$654.00
$1,215.00
35 Type V-B Construction 10001 to 15000 square feet
$2,300.00
$805.00
$1,495.00
$2,388.00
$836.00
$1,552.00
36 Each additional 1000 square feet
$210.00
$73.50
$136.50
$218.00
$76.00
$142.00
37 For Permits Requiring Plumbing, Electric, or Mechanical Review the following percentages shall be added to base fees:* a) Plumbing Fees
12%
12%
12%
12%
12%
12%
b) Electrical Fees
12%
12%
12%
12%
12%
12%
c) Mechanical Fees
12%
12%
12%
12%
12%
12%
* Alternatively, the City may calculate applicable plumbing, electric, and mechanical fees using individual A/C and fixture count fees identified in this schedule. 71 Item: 17
485
City of Lake Forest
BUILDING AND SAFETY FEES
Tenant Improvement
Current Total
Current Plan Check
Current Permit
Proposed Total
Proposed Plan Check
Proposed Permit
Note
B-Business, all categories
1 Type I-A Construction 0 to 5000 square feet
$1,200.00
$420.00
$780.00
$1,246.00
$436.00
$810.00
2 Type I-A Construction 5001 to 10000 square feet
$2,000.00
$700.00
$1,300.00
$2,077.00
$727.00
$1,350.00
3 Type I-A Construction 10001 to 15000 square feet
$2,600.00
$910.00
$1,690.00
$2,700.00
$945.00
$1,755.00
4 Type I-A Construction 15001 to 25000 square feet
$3,500.00
$1,225.00
$2,275.00
$3,634.00
$1,272.00
$2,362.00
5 Each additional 1000 square feet
$180.00
$63.00
$117.00
$186.00
$65.00
$121.00
6 Type I-B Construction 0 to 5000 square feet
$900.00
$315.00
$585.00
$934.00
$327.00
$607.00
7 Type I-B Construction 5001 to 10000 square feet
$1,400.00
$490.00
$910.00
$1,454.00
$509.00
$945.00
8 Type l-B Construction 10001 to 15000 square feet
$2,000.00
$700.00
$1,300.00
$2,077.00
$727.00
$1,350.00
9 Type l-B Construction 15001 to 25000 square feet
$2,700.00
$945.00
$1,755.00
$2,803.00
$981.00
$1,822.00
10 Each additional 1000 square feet
$210.00
$73.50
$136.50
$218.00
$76.00
$142.00
11 Type II-A Construction 0 to 5000 square feet
$930.00
$325.50
$604.50
$966.00
$338.00
$628.00
12 Type II-A Construction 5001 to 10000 square feet
$1,500.00
$525.00
$975.00
$1,557.00
$545.00
$1,012.00
13 Type II-A Construction 10001 to 15000 square feet
$2,000.00
$700.00
$1,300.00
$2,077.00
$727.00
$1,350.00
14 Type II-A Construction 15001 to 25000 square feet
$2,800.00
$980.00
$1,820.00
$2,908.00
$1,018.00
$1,890.00
15 Each additional 1000 square feet
$210.00
$73.50
$136.50
$218.00
$76.00
$142.00
16 Type II-B Construction 0 to 5000 square feet
$900.00
$315.00
$585.00
$934.00
$327.00
$607.00
17 Type II-B Construction 5001 to 10000 square feet
$1,400.00
$490.00
$910.00
$1,454.00
$509.00
$945.00
18 Type ll-B Construction 10001 to 15000 square feet
$2,000.00
$700.00
$1,300.00
$2,077.00
$727.00
$1,350.00
19 Type ll-B Construction 15001 to 25000 square feet
$2,700.00
$945.00
$1,755.00
$2,803.00
$981.00
$1,822.00
20 Each additional 1000 square feet
$210.00
$73.50
$136.50
$218.00
$76.00
$142.00
21 Type III-A Construction 0 to 5000 square feet
$980.00
$343.00
$637.00
$1,017.00
$356.00
$661.00
22 Type lll-A Construction 5001 to 10000 square feet
$1,600.00
$560.00
$1,040.00
$1,661.00
$581.00
$1,080.00
23 Type III-A Construction 10001 to 15000 square feet
$2,100.00
$735.00
$1,365.00
$2,180.00
$763.00
$1,417.00
24 Type lll-A Construction 15001 to 25000 square feet
$2,900.00
$1,015.00
$1,885.00
$3,011.00
$1,054.00
$1,957.00
25 Each additional 1000 square feet
$210.00
$73.50
$136.50
$218.00
$76.00
$142.00
26 Type lll-B Construction 0 to 5000 square feet
$950.00
$332.50
$617.50
$986.00
$345.00
$641.00
27 Type lll-B Construction 5001 to 10000 square feet
$1,500.00
$525.00
$975.00
$1,557.00
$545.00
$1,012.00
28 Type III-B Construction 10001 to 15000 square feet
$2,100.00
$735.00
$1,365.00
$2,180.00
$763.00
$1,417.00
29 Type III-B Construction 15001 to 25000 square feet
$2,800.00
$980.00
$1,820.00
$2,908.00
$1,018.00
$1,890.00
30 Each additional 1000 square feet
$210.00
$73.50
$136.50
$218.00
$76.00
$142.00
31 Type lV Construction 0 to 5000 square feet
$950.00
$332.50
$617.50
$986.00
$345.00
$641.00
32 Type lV Construction 5001 to 10000 square feet
$1,500.00
$525.00
$975.00
$1,557.00
$545.00
$1,012.00
33 Type IV Construction 10001 to 15000 square feet
$2,100.00
$735.00
$1,365.00
$2,180.00
$763.00
$1,417.00
34 Type IV Construction 15001 to 25000 square feet
$2,800.00
$980.00
$1,820.00
$2,908.00
$1,018.00
$1,890.00
35 Each additional 1000 square feet
$210.00
$73.50
$136.50
$218.00
$76.00
$142.00
Fee Description
72 Item: 17
486
City of Lake Forest
BUILDING AND SAFETY FEES
Tenant Improvement
Current Total
Current Plan Check
Current Permit
Proposed Total
Proposed Plan Check
Proposed Permit
Note
Fee Description
36 Type V-A Construction 0 to 5000 square feet
$940.00
$329.00
$611.00
$976.00
$342.00
$634.00
37 Type V-A Construction 5001 to 10000 square feet
$1,500.00
$525.00
$975.00
$1,557.00
$545.00
$1,012.00
38 Type V-A Construction 10001 to 15000 square feet
$2,100.00
$735.00
$1,365.00
$2,180.00
$763.00
$1,417.00
39 Type V-A Construction 15001 to 25000 square feet
$2,800.00
$980.00
$1,820.00
$2,908.00
$1,018.00
$1,890.00
40 Each additional 1000 square feet
$210.00
$73.50
$136.50
$218.00
$76.00
$142.00
41 Type V-B Construction 0 to 5000 square feet
$900.00
$315.00
$585.00
$934.00
$327.00
$607.00
42 Type V-B Construction 5001 to 10000 square feet
$1,400.00
$490.00
$910.00
$1,454.00
$509.00
$945.00
43 Type V-B Construction 10001 to 15000 square feet
$2,000.00
$700.00
$1,300.00
$2,077.00
$727.00
$1,350.00
44 Type V-B Construction 15001 to 25000 square feet
$2,700.00
$945.00
$1,755.00
$2,803.00
$981.00
$1,822.00
45 Each additional 1000 square feet
$210.00
$73.50
$136.50
$218.00
$76.00
$142.00
46 For Permits Requiring Plumbing, Electric, or Mechanical Review the following percentages shall be added to base fees:* a) Plumbing Fees
12%
12%
12%
12%
12%
12%
b) Electrical Fees
12%
12%
12%
12%
12%
12%
c) Mechanical Fees
12%
12%
12%
12%
12%
12%
* Alternatively, the City may calculate applicable plumbing, electric, and mechanical fees using individual A/C and fixture count fees identified in this schedule. 73 Item: 17
487
City of Lake Forest
BUILDING AND SAFETY FEES
Tenant Improvement
Current Total
Current Plan Check
Current Permit
Proposed Total
Proposed Plan Check
Proposed Permit
Note
E-Educational
1 Type I-A Construction 0 to 5000 square feet
$1,200.00
$420.00
$780.00
$1,246.00
$436.00
$810.00
2 Type I-A Construction 5001 to 10000 square feet
$2,000.00
$700.00
$1,300.00
$2,077.00
$727.00
$1,350.00
3 Type I-A Construction 10001 to 15000 square feet
$2,600.00
$910.00
$1,690.00
$2,700.00
$945.00
$1,755.00
4 Type I-A Construction 15001 to 25000 square feet
$3,500.00
$1,225.00
$2,275.00
$3,634.00
$1,272.00
$2,362.00
5 Each additional 1000 square feet
$180.00
$63.00
$117.00
$186.00
$65.00
$121.00
6 Type I-B Construction 0 to 5000 square feet
$900.00
$315.00
$585.00
$934.00
$327.00
$607.00
7 Type I-B Construction 5001 to 10000 square feet
$1,400.00
$490.00
$910.00
$1,454.00
$509.00
$945.00
8 Type l-B Construction 10001 to 15000 square feet
$2,000.00
$700.00
$1,300.00
$2,077.00
$727.00
$1,350.00
9 Type l-B Construction 15001 to 25000 square feet
$2,700.00
$945.00
$1,755.00
$2,803.00
$981.00
$1,822.00
10 Each additional 1000 square feet
$210.00
$73.50
$136.50
$218.00
$76.00
$142.00
11 Type II-A Construction 0 to 5000 square feet
$930.00
$325.50
$604.50
$966.00
$338.00
$628.00
12 Type II-A Construction 5001 to 10000 square feet
$1,500.00
$525.00
$975.00
$1,557.00
$545.00
$1,012.00
13 Type II-A Construction 10001 to 15000 square feet
$2,000.00
$700.00
$1,300.00
$2,077.00
$727.00
$1,350.00
14 Type II-A Construction 15001 to 25000 square feet
$2,800.00
$980.00
$1,820.00
$2,908.00
$1,018.00
$1,890.00
15 Each additional 1000 square feet
$210.00
$73.50
$136.50
$218.00
$76.00
$142.00
16 Type II-B Construction 0 to 5000 square feet
$900.00
$315.00
$585.00
$934.00
$327.00
$607.00
17 Type II-B Construction 5001 to 10000 square feet
$1,400.00
$490.00
$910.00
$1,454.00
$509.00
$945.00
18 Type ll-B Construction 10001 to 15000 square feet
$2,000.00
$700.00
$1,300.00
$2,077.00
$727.00
$1,350.00
19 Type ll-B Construction 15001 to 25000 square feet
$2,700.00
$945.00
$1,755.00
$2,803.00
$981.00
$1,822.00
20 Each additional 1000 square feet
$210.00
$73.50
$136.50
$218.00
$76.00
$142.00
21 Type III-A Construction 0 to 5000 square feet
$980.00
$343.00
$637.00
$1,017.00
$356.00
$661.00
22 Type lll-A Construction 5001 to 10000 square feet
$1,600.00
$560.00
$1,040.00
$1,661.00
$581.00
$1,080.00
23 Type III-A Construction 10001 to 15000 square feet
$2,100.00
$735.00
$1,365.00
$2,180.00
$763.00
$1,417.00
24 Type lll-A Construction 15001 to 25000 square feet
$2,900.00
$1,015.00
$1,885.00
$3,011.00
$1,054.00
$1,957.00
25 Each additional 1000 square feet
$210.00
$73.50
$136.50
$218.00
$76.00
$142.00
26 Type lll-B Construction 0 to 5000 square feet
$950.00
$332.50
$617.50
$986.00
$345.00
$641.00
27 Type lll-B Construction 5001 to 10000 square feet
$1,500.00
$525.00
$975.00
$1,557.00
$545.00
$1,012.00
28 Type III-B Construction 10001 to 15000 square feet
$2,100.00
$735.00
$1,365.00
$2,180.00
$763.00
$1,417.00
29 Type III-B Construction 15001 to 25000 square feet
$2,800.00
$980.00
$1,820.00
$2,908.00
$1,018.00
$1,890.00
30 Each additional 1000 square feet
$210.00
$73.50
$136.50
$218.00
$76.00
$142.00
31 Type lV Construction 0 to 5000 square feet
$950.00
$332.50
$617.50
$986.00
$345.00
$641.00
32 Type lV Construction 5001 to 10000 square feet
$1,500.00
$525.00
$975.00
$1,557.00
$545.00
$1,012.00
33 Type IV Construction 10001 to 15000 square feet
$2,100.00
$735.00
$1,365.00
$2,180.00
$763.00
$1,417.00
34 Type IV Construction 15001 to 25000 square feet
$2,800.00
$980.00
$1,820.00
$2,908.00
$1,018.00
$1,890.00
35 Each additional 1000 square feet
$210.00
$73.50
$136.50
$218.00
$76.00
$142.00
Fee Description
74 Item: 17
488
City of Lake Forest
BUILDING AND SAFETY FEES
Tenant Improvement
Current Total
Current Plan Check
Current Permit
Proposed Total
Proposed Plan Check
Proposed Permit
Note
Fee Description
36 Type V-A Construction 0 to 5000 square feet
$940.00
$329.00
$611.00
$976.00
$342.00
$634.00
37 Type V-A Construction 5001 to 10000 square feet
$1,500.00
$525.00
$975.00
$1,557.00
$545.00
$1,012.00
38 Type V-A Construction 10001 to 15000 square feet
$2,100.00
$735.00
$1,365.00
$2,180.00
$763.00
$1,417.00
39 Type V-A Construction 15001 to 25000 square feet
$2,800.00
$980.00
$1,820.00
$2,908.00
$1,018.00
$1,890.00
40 Each additional 1000 square feet
$210.00
$73.50
$136.50
$218.00
$76.00
$142.00
41 Type V-B Construction 0 to 5000 square feet
$900.00
$315.00
$585.00
$934.00
$327.00
$607.00
42 Type V-B Construction 5001 to 10000 square feet
$1,400.00
$490.00
$910.00
$1,454.00
$509.00
$945.00
43 Type V-B Construction 10001 to 15000 square feet
$2,000.00
$700.00
$1,300.00
$2,077.00
$727.00
$1,350.00
44 Type V-B Construction 15001 to 25000 square feet
$2,700.00
$945.00
$1,755.00
$2,803.00
$981.00
$1,822.00
45 Each additional 1000 square feet
$210.00
$73.50
$136.50
$218.00
$76.00
$142.00
46 For Permits Requiring Plumbing, Electric, or Mechanical Review the following percentages shall be added to base fees:* a) Plumbing Fees
12%
12%
12%
12%
12%
12%
b) Electrical Fees
12%
12%
12%
12%
12%
12%
c) Mechanical Fees
12%
12%
12%
12%
12%
12%
* Alternatively, the City may calculate applicable plumbing, electric, and mechanical fees using individual A/C and fixture count fees identified in this schedule. 75 Item: 17
489
City of Lake Forest
BUILDING AND SAFETY FEES
Tenant Improvement
Current Total
Current Plan Check
Current Permit
Proposed Total
Proposed Plan Check
Proposed Permit
Note
F-1, F-2, H-1 thru 4, factory & industrial, hazard
1 Type I-A Construction 0 to 5000 square feet
$700.00
$245.00
$455.00
$726.00
$254.00
$472.00
2 Type I-A Construction 5001 to 10000 square feet
$1,180.00
$413.00
$767.00
$1,225.00
$429.00
$796.00
3 Type I-A Construction 10001 to 15000 square feet
$1,660.00
$581.00
$1,079.00
$1,723.00
$603.00
$1,120.00
4 Type I-A Construction 15001 to 25000 square feet
$2,340.00
$819.00
$1,521.00
$2,429.00
$850.00
$1,579.00
5 Each additional 1000 square feet
$200.00
$70.00
$130.00
$208.00
$73.00
$135.00
6 Type l-B Construction 0 to 5000 square feet
$520.00
$182.00
$338.00
$540.00
$189.00
$351.00
7 Type l-B Construction 5001 to 10000 square feet
$840.00
$294.00
$546.00
$872.00
$305.00
$567.00
8 Type l-B Construction 10001 to 15000 square feet
$1,140.00
$399.00
$741.00
$1,183.00
$414.00
$769.00
9 Type I-B Construction 15001 to 25000 square feet
$1,760.00
$616.00
$1,144.00
$1,828.00
$640.00
$1,188.00
10 Each additional 1000 square feet
$162.00
$56.70
$105.30
$168.00
$59.00
$109.00
11 Type II-A Construction 0 to 5000 square feet
$560.00
$196.00
$364.00
$582.00
$204.00
$378.00
12 Type II-A Construction 5001 to 10000 square feet
$900.00
$315.00
$585.00
$934.00
$327.00
$607.00
13 Type II-A Construction 10001 to 15000 square feet
$1,220.00
$427.00
$793.00
$1,266.00
$443.00
$823.00
14 Type II-A Construction 15001 to 25000 square feet
$1,880.00
$658.00
$1,222.00
$1,952.00
$683.00
$1,269.00
15 Each additional 1000 square feet
$168.00
$58.80
$109.20
$174.00
$61.00
$113.00
16 Type ll-B Construction 0 to 5000 square feet
$520.00
$182.00
$338.00
$540.00
$189.00
$351.00
17 Type ll-B Construction 5001 to 10000 square feet
$840.00
$294.00
$546.00
$872.00
$305.00
$567.00
18 Type Il-B Construction 10001 to 15000 square feet
$1,140.00
$399.00
$741.00
$1,183.00
$414.00
$769.00
19 Type II-B Construction 15001 to 25000 square feet
$1,760.00
$616.00
$1,144.00
$1,828.00
$640.00
$1,188.00
20 Each additional 1000 square feet
$162.00
$56.70
$105.30
$168.00
$59.00
$109.00
21 Type lll-A Construction 0 to 5000 square feet
$600.00
$210.00
$390.00
$623.00
$218.00
$405.00
22 Type lll-A Construction 5001 to 10000 square feet
$960.00
$336.00
$624.00
$997.00
$349.00
$648.00
23 Type lll-A Construction 10001 to 15000 square feet
$1,320.00
$462.00
$858.00
$1,371.00
$480.00
$891.00
24 Type lll-A Construction 15001 to 25000 square feet
$2,000.00
$700.00
$1,300.00
$2,077.00
$727.00
$1,350.00
25 Each additional 1000 square feet
$200.00
$70.00
$130.00
$208.00
$73.00
$135.00
26 Type lll-B Construction 0 to 5000 square feet
$560.00
$196.00
$364.00
$582.00
$204.00
$378.00
27 Type lll-B Construction 5001 to 10000 square feet
$920.00
$322.00
$598.00
$955.00
$334.00
$621.00
28 Type lll-B Construction 10001 lo 15000 square feet
$1,260.00
$441.00
$819.00
$1,308.00
$458.00
$850.00
29 Type lll-B Construction 15001 to 25000 square feet
$1,940.00
$679.00
$1,261.00
$2,014.00
$705.00
$1,309.00
30 Each additional 1000 square feet
$200.00
$70.00
$130.00
$208.00
$73.00
$135.00
31 Type III-A Tilt- Up 0 to 5000 square feet
$440.00
$154.00
$286.00
$457.00
$160.00
$297.00
32 Type III-A Tilt- Up 5001 to 10000 square feet
$740.00
$259.00
$481.00
$768.00
$269.00
$499.00
33 Type lll-A Tilt- Up 10001 to 15000 square feet
$980.00
$343.00
$637.00
$1,017.00
$356.00
$661.00
34 Type lll-A Tilt- Up 15001 to 25000 square feet
$1,480.00
$518.00
$962.00
$1,537.00
$538.00
$999.00
35 Each additional 1000 square feet
$146.00
$51.10
$94.90
$152.00
$53.00
$99.00
36 Type lV Construction 0 to 5000 square feet
$560.00
$196.00
$364.00
$582.00
$204.00
$378.00
37 Type lV Construction 5001 to 10000 square feet
$920.00
$322.00
$598.00
$955.00
$334.00
$621.00
38 Type lV Construction 10001 lo 15000 square feet
$1,260.00
$441.00
$819.00
$1,308.00
$458.00
$850.00
39 Type lV Construction 15001 to 25000 square feet
$1,940.00
$679.00
$1,261.00
$2,014.00
$705.00
$1,309.00
40 Each additional 1000 square feet
$200.00
$70.00
$130.00
$208.00
$73.00
$135.00
Fee Description
76 Item: 17
490
City of Lake Forest