Vines
Fertilize all vines with a commercial fertilizer a minimum of twice per year, in March and August, or needed to promote a healthy appearance. Water thoroughly to prevent burning.
Trees
Trees shall be fertilized and aerated in accordance with the National Arborist Association Standard for Fertilizing Shade and Ornamental Trees, National Arborist Association Standards current edition.
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31 Compliance Inspection
Compliance with fertilization specification will be enforced by application inspections, bag counts, and periodic soil analyses by independent soils laboratory.
Plant Additions and/or Replacements
As part of this agreement, the Contractor may be requested to replace damaged or destroyed trees, shrubs, vines, ground cover, or flowers. Such work will be paid for as extra work, based on contract unit prices, by the City unless otherwise specified within these specifications. Exceptions will be replacements due to Contractor's neglect. This will be determined by the Public Works Manager.
7. Failure to comply with the scope of work for Fertilization shall be $400 per incident per day.
2.01.7 IRRIGATION SYSTEM MAINTENANCE
The controlling factor in the performance of water management is the application of water to landscape plants at a rate which closely matches the actual needs of the plant material with no runoff. Contractor shall have the sole responsibility for managing the City's irrigation usage and must remain within allocated water budgets and tiered rates established by water purveyors. Should the contractor exceed the established allocated water budget set for each water meter and enter the excessive or wasteful tiered rates, those overages shall be charged against contractor's monthly maintenance invoice.
Irrigator to monitor/report, adjust & repair irrigation system and program controller(s).
Irrigation/Operation and Maintenance Scheduled Times
1. Irrigation shall be accomplished in accordance with Contractor-provided schedules subject to approval by the City. The following irrigation times shall be applied to various types of public facilities.
Available Water Schedule: Automated Irrigation-
Civic Center (Sunday-Thursday) Manual Irrigation
Civic Center (Monday-Friday)
8:00PM - 6:00 AM
8:00 AM - 3:00 PM
2. Adjust irrigation controllers to comply with designated watering windows and Contractor- provided schedules. Inefficient water management will result in a Performance Deficiency Reduction.
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32 3. Contractor shall monitor the requirements of the plant material, soil conditions, seasonal temperature variations, wind conditions and rainfall, and shall recommend appropriate changes in duration of watering cycles
5. Contractor shall respond within one (1) hours of any request by the Public Works Manager to turn on/off irrigation systems, particularly in respect to rainfall.
6. All damages resulting from under or over watering shall be repaired at the Contractor's expense.
Operation/Repair
1. The entire irrigation system, including all components connected to meters, shall be maintained in an operational state at all times. This coverage shall include but not be limited to the following: all controllers and remote control valves; gate valves, ball valves, and backflow devices; main and lateral lines; pumps; sprinkler heads; moisture sensing devices; and all related equipment. Contractor is required to notify the Public Works Manager of mainline failures within four (4) hours of occurrence.
2. All irrigation systems shall be tested and inspected a minimum of once every week (excluding Saturday and Sunday) and a written report shall be submitted on a weekly basis and in accordance with the schedule submitted at the start of the contract showing the location, day of week, and time of day that each system was tested. Any changes shall be submitted for approval prior to enactment. Failure to inspect irrigation systems within the required timeframes shall result in a performance deduction.
3. All systems shall be adjusted in order to:
A. Provide adequate coverage of all landscape areas
B. Prevent runoff and/or erosion
C. Prevent watering roadways, walkways, trails, fences, and private property and minimize water usage for cleanup operations
D. Match precipitation rates
E. Limit evapotranspiration loss using State of California ET area ratings.
F. Limit hazardous conditions
G. Contractor will adjust or clean as necessary all drip irrigation lines, filters, emitters, sprinkler heads, quick couplers, or valves to continue operation of maximum efficiency and performance.
H. Sprinkler heads shall be kept clear of overgrowth, which DocuSign Envelope ID: 6DA06972-31DA-46F8-8035-F098C875C89D Item: 13
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33 may obstruct maximum operation. Chemical edging around turf heads will not be permitted. Raising heads or lowering grade and reseeding are options to keeping head height in the correct position for maximum effectiveness.
I. Contractor will keep system in adjustment valve or head adjustment to keep all systems operating at manufacturer’s recommended operating pressures. This shall be accomplished by valve throttling and pressure gauging. At all times, the valves should be throttled, to prevent sprinkler heads from fogging, allowing m a x i m u m droplets for effective watering. At any time, the Public Works Manager may request a coverage test to evaluate proper settings, timing, usage, or maintenance of system.
J. Contractor shall keep backflow prevention devices in satisfactory condition per Orange County Department of Health requirements. Contractor shall provide all materials and labor necessary for repairing backflow prevention devices. Contractor shall perform backflow prevention device test as per Orange County Department of Health requirements and submit copies of completed tests to the City annually.
K. Contractor shall keep all controller box enclosures in good working order. This includes door panels, hinges, locks, etc. All enclosures, electric meter enclosures, and backflow devices shall be kept in a deep forest green if painted. City must approve color of paint prior to application.
L. Irrigation controllers shall be kept in continuous working order. Contractor shall repair and clean the irrigation controllers as needed to insure good working performance.
M. Weekly, the Contractor shall make the following checks and adjustments to all sprinkler head operations to maintain proper coverage.
Rotaries and Impacts: Impacts Only:
1. Clogged Nozzles 1. Spring Tension
2. Plant Obstruction Pattern 2. Bent or Mal-Adjusted Arm
3. Arc Coverage Adjustment 3. Spoon, Breaker
4. Riser Seal Leaks 4. Proper Reversing Radius
5. Set to Grade
6. Coverage-Pressure
7. Rotational Speed
8. Clogged Screens
9. Heal Damage
10. Swing Joint Damage
N. Contractor will make the following changes as needed, raising, lowering, moving or addition heads to provide adequate of all landscape areas as needed. Riser height shall be adjusted or extended in shrub and ground cover area, per growth of plant materials. Plant material shall be trimmed away from sprinkler heads to allow for full radius coverage.
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34 4. All system malfunctions, damage, and obstructions shall be recorded and timely corrective action taken.
5. In addition to weekly testing, all irrigation systems shall be tested and inspected as necessary when damage is suspected, observed, or reported; daily if necessary.
A. Repair malfunctioning controllers, quick couplers, manual or automatic valves and sprinkler heads within four (4) hours from observation or of receipt of notice.
B. Correct deficient irrigation systems and equipment as necessary following notification from the Public Works Manager.
The Contractor shall turn off irrigation systems immediately as directed during periods of rainfall and times when suspension of irrigation is desirable to conserve water while remaining within the guidelines of good horticulturally acceptable maintenance practices.
C. Once the City acknowledges the necessity to turn on the water once again, all controllers shall be activated
6. Adjustment, damage, and repairs shall be divided into the following categories and actions:
A. Any repairs made by the Contractor will be in accordance with the original details. At no time shall contractor install irrigation heads other than what is on-site at the time of inspection. (i.e.:
Rainbird irrigation heads will not be
installed where Hunter irrigation heads are the uniform irrigation head.) Failure to comply with this issue will result in a performance deduction issued once every day until mismatched irrigation heads are removed and the proper heads are installed.
Contractor shall keep an adequate supply of replacement heads and drip irrigation components on repair vehicle at all times. Contractor shall make repairs immediately using "like" materials to maintain uniformity and to match application rates. Contractor shall replace, at his cost, any irrigation heads installed improperly or heads that do not match existing or "like" heads.
B. All sprinkler heads shall be adjusted to maintain proper coverage. Adjustment shall include, but not be limited to, actual adjustments to heads,
cleaning and flushing heads and lines, and removal of obstructions. Costs for adjustment shall be included in costs for operation and maintenance of the irrigation system.
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35 C. Repairs to the system caused by conditions under which the Contractor does not have direct control shall be done by others
or paid for by the City. Repairs under this category shall be "extra work" and are as follows:
1) Theft (missing heads)
2) Storm damage (Acts of God)
3) Damage by others
4) Malfunctions to automatic controller, remote control valves, pressure or lateral lines.
D. Damage and repairs shall be divided as follows:
1) Minor repairs shall include, but not be limited to, all irrigation components from, and including, the valve to lateral line and heads/emitters, replacement of adjusting pins, friction collars, washers, trip assemblies, tubing, nozzles and other small parts. City will compensate contractor for parts’ wholesale price plus tax. The labor cost for minor repairs shall be included in the costs for operations and maintenance of the irrigation system.
2) Major repairs shall include all items between the automatic control valve to the water meter including but not limited to backflow devices, pressure regulators, irrigation controllers, and mainline control wire (except as previously noted). City will compensate contractor for parts’ wholesale price plus tax. The labor cost for major repairs shall be included in the costs for operations and maintenance of the irrigation system
E. Repairs the irrigation system shall be completed within 12 hours after approval of the Irrigation Materials Request Form by the Public Works Manager for major component damage such as broken irrigation mainlines.
F. Contractor shall be responsible for adjusting height of sprinkler risers necessary to compensate for growth of plant material. If pop-ups are used, adjust pop-up height and do not convert to a riser.
G. Work performed by the Contractor and paid for as extra work will be guaranteed for a period of one year by the Contractor.
H. Until the ground cover plantings are established, care shall be exercised to minimize silting of walks from soil erosion by the use of proper irrigation programming. The Contractor shall use repeat cycles to minimize run-off whenever possible.
I. Contractor shall pay for all excessive utility usage due to failure to repair malfunctions on a timely basis or unauthorized increases in the frequency of irrigation. Costs will be determined from comparisons of usage with historical usage for the same time period. Costs to be deducted from DocuSign Envelope ID: 6DA06972-31DA-46F8-8035-F098C875C89D Item: 13
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Title: Civic Center Landscape and Streetscape Project
36 monthly payments will be presented to the Contractor by the City.
J. The Public Works Manager will do spot inspections to check the accuracy of the Contractor's maintenance reports. If discrepancies are found, the Contractor will have twenty-four (24) consecutive hours to correct problems. While the Contractor is correcting problems in unsatisfactory areas, the specified level of service will be maintained in all other aspects of this Contract.
K. The Contractor shall adjust sprinkler heads and valve boxes to the level of the ground surface as necessary or when instructed by the Public Works Manager. Control valves, sprinklers, and direct burial control wires shall be located and repaired by the Contractor.
L. The Contractor shall be responsible for properly removing control clocks needing repair, marking station wires, delivering clocks for repairs to a City-approved repair facility, and reinstalling the control clock with station wires in the original order as found. If repairs encountered will take more than two working days to correct, a temporary controller, supplied by the Contractor, will be installed by the Contractor until the permanent controller can be repaired.
M. When sprinkler systems are out of service due to the Contractor's neglect, the Contractor shall be required to water by hand or other means in accordance with plant and vegetation needs. This shall not be an extra labor charge.
N. When rain occurs or is in the forecast with some certainty, all sprinkler system controllers shall be turned off by the Contractor's personnel. The Contractor will notify the City before the turn-off process starts and when the turn-off process is completed. The Public Works Manager will confer with the Contractor when the sprinkler system controllers are to be turned back on.
0. The Contractor shall be held responsible for damage done to sprinkler heads and valves due to careless operation of vehicles and lawn mowers.
7. Personnel
A. The Contractor shall provide personnel fully trained in all phases of landscape irrigation system operation, maintenance, adjustments, and repair; in all types of components to include irrigation controllers, valves, moisture sensing devices, and sprinkler heads; and with all brands and models of irrigation equipment used within the City including Calsense irrigation controllers. A certified irrigation technician is required for both contracts. The identified irrigator cannot be removed without City approval, nor can a new irrigator begin without City consent.
B. The Contractor shall provide personnel knowledgeable of, and proficient with, current water management concepts, with the capability of working with City staff in implementing more advanced water management strategies
C. The Contractor shall provide personnel capable of verbal and written communication in a professional level of English.
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37 D. Contractor shall provide the following minimal personnel at the Civic Center:
Contract Superintendent (On-Call)
Irrigator (On-Call)
Journeyman Laborer (1) (Required 40 hours per week)
Senior Landscape Technician
This is the minimum staff levels the City requires to ensure that all maintenance work is completed on schedule to avoid performance deficiency deductions. Should the Contractor need to increase its labor force to maintain the required schedules, the cost for additional labor shall be absorbed by the Contractor. No additional compensation for added labor will be allowed. A list of active crew members is required. Any changes to the normal crew are required to be identified and reported to the Public Works Manager.
All contract personnel assigned to the City shall wear company uniforms that clearly identify each worker while working in City parks.
E. Completion of Extra Work
All extra work shall not be completed by maintenance crews. Contractor will be required to provide separate crews to provide extra work. Contractor will required to provide a written cost proposal for all repairs and improvements with the exception of irrigation system repairs. Upon approval, the Public Works Manager shall issue a Notice to Proceed for the improvement/repair work and that work shall be completed by a specified date. Failure to complete all repairs and/or improvements by the specified completion date in the Notice to Proceed shall result in a 10% reduction in the cost proposal for that work.
8. Materials
A. All replacement materials are to be with original types and models unless a substitute is approved by the Public Works Manager.
B. Any replacement material not designated as original types and models will be approved by the Public Works Manager. Any materials determined to be different from original types will be approved under a separate cost proposal describing the difference in material. The cost difference for the new material will be negotiated with the contractor and require approval by the Public Works Manager.
C. Contractor shall maintain an adequate inventory of medium to high usage stock items for repair of the irrigation systems.
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38 D. Contractor shall implement repairs in accordance with all effective warranties, and no separate payment shall be made for repairs on equipment covered by warranty.
E. The actual cost of all material passed on to the City shall be wholesale cost of the material.
1) The wholesale cost shall be the actual cost paid by the Contractor reflecting the best price, including discount available.
2) At no time shall the cost of materials exceed the retail cost from the current price list, minus the discount rates quoted in the bid.
3) The total cost of materials shall include the following -
Wholesale cost (retail costs minus Contractor's discount), as stated above.
Applicable sales tax.
A markup of 10% maximum for all overhead costs and profits.
F. All materials are to be new and identical to existing materials, unless directed otherwise by the Public Works Manager.
9. Invoicing
A. Since all normally anticipated labor costs are to be included in the contract amount, emergency call-outs after working hours will be considered extra work compensation. This type of work shall be defined as "extra work".
C. Irrigation Repair Invoices shall be organized according to controller number and submitted on a weekly basis to reflect work carried out via the irrigation management sheet.
10. Water Management
A. All systems shall be programmed weekly and/or a needed to maintain healthy plant material and landscape.
B. All program changes shall be recorded on an Irrigation Management Form.
C. Water meter reading for each system shall be submitted on a weekly report.
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39 D. The watering schedule will be established and programmed by the Contractor. Application rates will be based on the amount the planting areas are capable of absorbing without excessive run-off. The irrigation system schedule shall be monitored and adjusted accordingly to maintain an efficient use of water being applied.
E. In determining rates of application, soil type, topography, and weather conditions will be taken into consideration. The project sites are equipped with an automatic system which provides for repeat cycles, applying water over shorter periods of time that will allow for proper infiltration and thereby minimize run-off.
F. The irrigation system will be physically observed a minimum of once every week (excluding Saturday and Sunday) to keep the system operating at an optimum level of efficiency.
G. Particular observation shall be paid to all slope areas which will, by physical nature, provide for greatest potential run-off.
H. Contractor will be responsible for hand watering any areas not provided with an irrigation system.
I. In those areas where a drip/water saver system is used, the Contractor will be required to hose off or wash dust/soot off plant material weekly or more often if required to prevent plant damage or as directed by Public Works Manager.
J. Contractor will submit to the Public Works Manager a copy of the irrigation schedule for each controller Contractor will be expected to use minimal amount of water in all areas, but maintain healthy plant growth.
L. Where moisture sensing devices are used, a continual monitoring will be made to assure units are functioning properly. If malfunction is noted, the Public Works Manager will be notified immediately.
M. Automatic controllers will be kept locked at all times using City’s common lock.
N. All non-stainless steel controller enclosures must be painted as needed to maintain a good appearance. Color will be determined by the Public Works Manager. New enclosures shall be made of stainless steel.
0. Contractor will maintain an active "site schedule" and color-coded site map denoting each area of irrigation in each controller enclosure. Any changes made in the field or to the current program will be documented on the site schedule to ensure the most recent, active schedule is represented. Copies of site map and all the changes shall be provided to the Public Works Manager.
11. Maintenance of Drainage Facilities
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40 The Contractor shall be responsible for continual inspection of surface drains (i.e., bench drains, flow structures, v-ditches), located within each park.
Surface drains shall be checked and maintained free of obstructions and debris at all times to assure proper drainage. Remove any debris or vegetation which accumulates and prevents proper flow of water. All drain sumps or catch basins and drain lines shall be cleared at least twice per year or as directed by the Public Works Manager.
A. Remove soil, debris, and vegetation from grates.
B. Skimming out soil from perimeter of drains to a depth of approximately one inch below grate inlet elevation.
C. Removal of soil and debris from inside area drains.
D. Flushing drain lines.
E. Replacement of broken or damaged grates, drain inlet bodies, and drain lines.
Landscape Drainage Swales and Flow Lines:
All landscape areas shall have positive surface sheet flow drainage patterns to swales, which then direct water to landscape area drains or paved surfaces with positive drainage. The landscape swales were formed precisely to insure positive surface drainage away from structures, walls, and other construction elements.
A. Periodic inspection of low lines to insure their proper function.
B. In shrub areas, removal of soil, silt, vegetation, and other debris that may block the flow of water to the required area drain. Low spots that may hold water shall also be filled.
8. Failure to comply with the scope of work for Irrigation System Maintenance shall be $400 per incident per day.
2.01.07 GUARANTEE AND/OR REPLACEMENT POLICY
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41 All new plant material and irrigation installations shall be guaranteed for a period of one calendar year except due to "Acts of God", i.e., damage or death of plant material due to wind, storm, vandalism, theft, or other willful acts over which the maintenance contractor has no control.
Existing plants shall be replaced by Contractor at the Contractor's expense, if it is determined by the Public Works Manager that they died due to Contractor's negligence. All irrigation system components that fail or break as a result of contractor negligence shall be replaced by the contractor at his expense.
9. Failure to comply with the scope of work for Guarantee and/or Replacement Policy shall be $400 per incident per day.
2.01.08 LANDFILL DIVERSION
Contractor shall be responsible for the recycling of all green waste generated from maintenance operations within the City. Green wastes shall be diverted from County Landfill to an approved reclamation site and processed for recycling. Contractor shall submit a Landfill Diversion Report on a monthly basis to the City. Reports shall be filled out in full on a monthly basis.
10. Failure to comply with the scope of work for Landfill Diversion shall be $400 per incident per day.
2.01.09 PROTECTION OF EXISTING FACILITIES
Protect all irrigation, facilities, hardscape, landscape, and utilities. Any damage by Contractor (including, but not limited to irrigation heads and pipe) shall be replaced by Contractor immediately. Replacement materials and work are subject to approval by City. Protect all landscaped areas. Ruts and other damage caused by vehicles, equipment, or other causes shall be eliminated and areas replanted per requirements of City.
Failure to comply with the scope of work for Landfill Diversion shall be $400 per incident per day.
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Title: Civic Center Landscape and Streetscape Project
42 6. EXHIBIT "B" - SCHEDULE OF SERVICES
6.1. EXHIBIT "B" - SCHEDULE OF SERVICES
The Consultant shall provide the services described in Exhibit “A” Scope of Services as directed by the City.
Item Quantity
per Year Unit Description
Schedule A -
Routine
Maintenance
12 Monthly Campus: Civic Center Plaza (including courtyards and parking structure), hardscape to City Parking Lots
Schedule A -
Routine
Maintenance
12 Monthly Parkway: landscaped area between public sidewalk and street
Schedule A -
Routine
Maintenance
12 Monthly
Front Slope: landscaped area between public sidewalk & Civic Center front parking areas and landscaped areas
adjacent to parking structure ramp
Schedule A -
Routine
Maintenance
12 Monthly Mitigation and Slope Areas
All other work included in the above schedule shall be done at the direction of the City.
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Title: Civic Center Landscape and Streetscape Project
43 7. EXHIBIT "C" - COMPENSATION
7.1. EXHIBIT "C" - COMPENSATION
Consultant shall be paid for services 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 FOUR HUNDRED NINETY-FOUR THOUSAND EIGHT HUNDRED FORTY-TWO DOLLARS AND SIXTY-EIGHT CENTS ($494,842.68) based on the following schedule and rates:
Section Description
Unit/
Quantity
Unit Price -
Original
Agreement
Unit Price -
1st
Amendment
Brightview
Landscape
Services, Inc.
- Line Total
(Effective
7/1/24)
Schedule A - Routine
Maintenance
Campus: Civic Center
Plaza Iincluding
courtyards and parking
structure), hardscape to
City Parking Lots
12 $2,356.25 $2,436.36 $29,236.32
Schedule A - Routine
Maintenance
Parkway: landscaped
area between public
sidewalk and street
12 $543.75 $562.23 $6,746.76
Schedule A - routine
Maintenance
Front Slope: landscaped
area between public
sidewalk & Civic Center
front parking areas and
landscaped are adjacent
to parking structure ramp
12 $725.00 $749.65 $8,995.80
First Amendment
Schedule A - Routine
Maintenance
Mitigation and Slope
Areas 12 $2,274.83 $27,297.96
Total Schedule A $72,276.84
Schedule B - Irrigation
System
Maintenance/repair
Parts
Drip Line Strainer 2"Y 20 $56.25 $58.16 $1,163.20
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Title: Civic Center Landscape and Streetscape Project
44 Schedule B - Irrigation
System
Maintenance/repair
Parts
Drip Line Filter Cart 2" 20 $11.50 $11.89 $237.80
Schedule B - Irrigation
System
Maintenance/repair
Parts
Drip Line 1/2" Comp
Coupling 50 $0.30 $0.31 $15.50
Schedule B - Irrigation
System
Maintenance/repair
Parts
500 Ft 1/2" Dripline 12"
Spacing .90 GPM 1 $125.00 $129.25 $129.25
Schedule B - Irrigation
System
Maintenance/repair
Parts
Cal Sense Flow Meter
Bronze 1.5" 1 $880.00 $909.92 $909.92
Schedule B - Irrigation
System
Maintenance/repair
Parts
Cal Sense Master Valve
1.5" /Superior 3300 1 $728.00 $752.75 $752.75
Schedule B - Irrigation
System
Maintenance/repair
Parts
Febco 825YA Back Flow 2" 1 $897.00 $927.49 $927.49
Schedule B - Irrigation
System
Maintenance/repair
Parts
PTA Stainless Steel
Controller Enclosure 1 $120.00 $124.08 $124.08
Schedule B - Irrigation
System
Maintenance/repair
Parts
Rain Bird 1812 SAM PRS
W/Van Nozzle 100 $17.00 $17.23 $1,723.00
Schedule B - Irrigation
System
Maintenance/repair
Parts
Rain Bird 1" RCV GB
Series 20 $98.00 $101.33 $2,026.60
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Title: Civic Center Landscape and Streetscape Project
45 Schedule B - Irrigation
System
Maintenance/repair
Parts
Rain Bird 1-1/2" RCV GB
Series 20 $128.00 $132.35 $2,647.00
Schedule B - Irrigation
System
Maintenance/repair
Parts
Rain Bird 2" RCV GB
Series 20 $192.00 $198.52 $3,970.40
Schedule B - Irrigation
System
Maintenance/repair
Parts
Superior 3" Non Pressure
Regulating Brass Valve 20 $236.00 $244.02 $4,880.40
Schedule B - Irrigation
System
Maintenance/repair
Parts
Rain Bird 3/4 3-RC Quick
Coupling Valve 20 $62.00 $64.10 $1,282.00
Schedule B - Irrigation
System
Maintenance/repair
Parts
Rain Bird 1" 44-RC Quick
Coupling Valve 20 $74.00 $76.51 $1,530.20
Schedule B - Irrigation
System
Maintenance/repair
Parts
Plastic/Rectangular RCV
Box W/Lid 25 $25.00 $25.85 $646.25
Schedule B - Irrigation
System
Maintenance/repair
Parts
Plastic/Round QCV Box
W/Lid 25 $15.00 $15.51 $387.75
Schedule B - Irrigation
System
Maintenance/repair
Parts
Rain Bird 1" Valve
Replacement 50 $32.00 $33.08 $1,654.00
Schedule B - Irrigation
System
Maintenance/repair
Parts
Rain Bird 1-1/2" Valve
Replacement Diaphragm 50 $29.00 $29.98 $1,499.00
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Title: Civic Center Landscape and Streetscape Project
46 Schedule B - Irrigation
System
Maintenance/repair
Parts
Rain Bird RCV
Replacement Solenoid 50 $32.00 $33.08 $1,654.00
First Amendment
Schedule B - Irrigation
System
Maintenance/repair
Parts
Mitigation Area Parts 1 $500.00 $500.00
Total Schedule B $28,660.59
Schedule C - Plant
Material Installed Annual Color 100 $16.00 $16.54 $1,654.00 Schedule C - Plant
Material Installed Ground Cover 100 $18.00 $18.61 $1,861.00 Schedule C - Plant
Material Installed One (1) Gallon Shrub 100 $7.00 $7.23 $723.00 Schedule C - Plant
Material Installed Five (5) Gallon Shrub 100 $16.00 $16.54 $1,654.00 Schedule C - Plant
Material Installed Fifteen (15) Gallon Shrub 100 $68.50 $70.82 $7,082.00 Schedule C - Plant
Material Installed
Fifteen (15) Gallon Tree
W/Stakes and Ties 50 $85.00 $87.89 $4,394.50
Schedule C - Plant
Material Installed
Twenty-Four (24) inch
Box Tree W/Stakes and
Ties
25 $220.00 $227.48 $5,687.00
Schedule C - Plant
Material Installed
Thirty-Six (36) Inch Box
Tree W/Stakes and Ties 20 $550.00 $568.70 $11,374.00
Schedule C - Plant
Material Installed
Tree Trimming Per ASA
Standards All Sizes 100 $45.00 $46.53 $4,653.00
Schedule C - Plant
Material Installed Tree Removals All Sizes 25 $75.00 $77.55 $1,938.75 Schedule C - Plant
Material Installed Install Mulch 100 $18.00 $18.61 $1,861.00 DocuSign Envelope ID: 6DA06972-31DA-46F8-8035-F098C875C89D Item: 13
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47 Schedule C - Plant
Material Installed Rotofill 1000 $0.01 $0.01 $10.00
Schedule C - Plant
Material Installed Soil Test 25 $80.00 $82.72 $2,068.00 Schedule C - Plant
Material Installed Mechanical Trenching 1000 $0.02 $0.02 $20.00 First Amendment
Schedule C - Plant
Material Installed
Fertilization (Mitigation
Area) 1 $1,950.00 $1,950.00
First Amendment
Schedule C - Plant
Material Installed
Pre-Emergent
Application 1 $2,300.00 $2,300.00
First Amendment
Schedule C - Plant
Material Installed
Herbicide Application 1 $1,850.00 $1,850.00
Total Schedule C $51,080.25
Annual Total $152,017.68
Original Amendment - Total
Compensation $342,825.00 First Amendment – Total
Compensation $494,842.68
Labor not included in the above Schedule will be billed at the following rates:
Position Regular Rate Overtime Rate
Landscape Maintenance Supervisor $45.00 $67.50
Landscape Foreman $35.00 $52.00
Irrigation Specialist $50.00 $75.00
Landscape Maintenance Labor $30.00 $40.00
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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CITY COUNCIL AGENDA REPORT
MEETING DATE: 5/7/2024
DEPARTMENT: City Manager
SUBJECT:
COMMUNITY DEVELOPMENT BLOCK GRANT PROGRAM - FISCAL YEAR 2024-25 ANNUAL ACTION PLAN
RECOMMENDED ACTION(S):
Conduct a public hearing on the draft Fiscal Year 2024-25 Community Development Block Grant Program Annual Action Plan, close the public hearing, and direct staff to submit the Annual Action Plan to the U.S. Department of Housing and Urban Development.
EXECUTIVE SUMMARY:
Community Development Block Grant (“CDBG”) is a federal, formula grant allocated to local governments to develop viable urban communities by providing decent housing, a suitable living environment, and expanding economic opportunities – principally for persons of low and moderate-income. The City has been a recipient of CDBG funds since 1994. The CDBG program is administered at the federal level by the U.S. Department of Housing and Urban Development (“HUD”) and locally by the City Manager‘s Office. Pursuant to CDBG program regulations, the City is required to submit an Action Plan to HUD annually.
The Annual Action Plan (“AAP”) specifies how CDBG funds will be used to address goals and objectives in the City’s Five-Year Consolidated Plan (“CP”).
The draft Fiscal Year (“FY”) 2024-25 CDBG AAP is attached for City Council review and comment (Attachment 1). The plan allocates $595,600 of funding, including $505,000 (anticipated) to be awarded for FY 2024-25 and $90,600 of unspent prior year funding, as follows:
•Housing Rehabilitation: $243,850
•Capital Improvement Projects (Accessible Pedestrian Signals): $175,000 •Program Administration: $101,000
•Public Services: $75,750
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Due to the delay in approving the federal 2024 budget, the City will increase or decrease proposed CDBG funding for activities by a percentage based on the final CDBG grant.
The public hearing on this item follows a 30-day public comment period (April 5, 2024, to May 6, 2024). Subject to City Council direction, staff will submit the AAP to HUD. The City must submit an approved AAP to HUD no later than May 15, 2024.
BACKGROUND:
Consolidated Plan
The City Council approves the City's CP every five years. The CP is a five-year plan that identifies the City’s overall housing and community development needs, outlines specific goals and objectives to guide the City’s CDBG spending priorities, and supports the goals of the Housing Element. To participate in the CDBG program and be eligible to receive annual funding, HUD regulations require that CDBG recipients prepare and submit (to HUD) an updated CP every five years.
The City Council adopted the current 2020-2024 CP on June 16, 2020. FY 2024- 25 is the fifth year of the current CP cycle. The goals and objectives in the 2020- 2024 CP are summarized below:
•Rehabilitate the City’s existing single-family and multi-family housing stock; •Conserve and expand the existing supply of affordable housing; •Provide supportive housing and services for the homeless and those at risk of becoming homeless;
•Provide needed community services and infrastructure improvements; benefitting low and moderate-income persons and those with special needs;
•Focus on the economic opportunities for residents in low- and moderate- income target areas.
The CP provides for a broad range of potential programs and projects that provide the City flexibility in addressing community needs over the five-year implementation period. The CP also identifies federally required services (e.g., fair housing counseling) the City must provide to receive CDBG funding.
Additionally, the CP stipulates that programs and projects are subject to the availability of CDBG funds and the City’s annual budget adoption process.
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DISCUSSION:
Fiscal Year 2024-25 CDBG AAP
AAPs serve as the implementation documents for the CP. The FY 2024-25 draft AAP is the City’s draft plan for use of 2024 CDBG funding and any unspent prior- year funds. The draft AAP presents the available funds, the proposed allocation of those funds, and the federally mandated services to be provided (e.g., fair housing services). Any program income received during the year would be accounted for in a mid-year budget adjustment or carried forward to the subsequent year's AAP. A City Council-approved AAP must be submitted to HUD by mid-May of each year.
Table 1 below summarizes the available funds and proposed expenditures.
Table 1: Draft FY 2024-25 CDBG AAP Funds / Expenditures Available Funds
FY 2024-25 CDBG: $505,000
Prior Year Unspent Funds: $90,600
Total: $595,600
Proposed Allocations
Category % Allocation
Housing Rehabilitation: 41 $243,850
Capital Improvement Projects: 29 $175,000
Program Administration: 17 $101,000
Public Services: 13 $75,750
Total: 100 $595,600
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Housing Rehabilitation
The draft AAP includes $243,850 of funding for Housing Rehabilitation. This spending category consists of the Housing Rehabilitation Loan Program ("Rehab Loan Program") and the Neighborhood Pride Paint Program ("Paint Program").
Both programs assist income-qualified1 Lake Forest homeowners with completing necessary home repairs and improvements. The programs also help maintain property values and neighborhood aesthetics. The draft AAP provides $208,000 for the Rehab Loan Program, plus program income received during the fiscal year (i.e., loan repayment or interest), and $35,000 for the Paint Program.
The Rehab Loan Program offers maximum loan amounts of $30,000 to owners of conventional single-family homes and up to $15,000 for improvements to mobile and manufactured homes. The recommended funding would provide for approximately nine rehab loans and the associated escrow and administration fees. Additional loans may be feasible with program income received during the year. Paint Program grants are typically approximately $6,000. The $35,000 allocation for the Paint Program would provide for approximately five homes to be prepped and repainted.
Capital Improvement Project
The draft AAP includes funding for capital improvement projects. These projects preserve and/or enhance infrastructure and public facilities in the community.
Under HUD regulations, CDBG-funded improvements must primarily benefit low- 1 Households earning 80% or less of Orange County’s Median Income, adjusted for household size.
Other eligibility criteria also apply.
Housing Rehab
41%
Capital
Improvement
Projects 29%
Program
Administration
17%
Public Services 13%
PROPOSED FY 2024-25 FUNDING ALLOCATION
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and moderate-income residents and are typically limited to specific qualifying Census tracts. However, projects that further the Americans with Disabilities Act (“ADA”) are exempt from this requirement.
The draft AAP proposes allocating 29% of the total anticipated available funds ($175,000 of the anticipated $505,000 grant plus prior year unspent funds) toward Audible Pedestrian Signals (“APS”). The APS system is designed to enhance the safety and accessibility of pedestrian crossings for individuals with visual and hearing impairments. The audible and tactile signals help pedestrians with visual impairments navigate traffic intersections safely and inform pedestrians when it is safe to cross. The City manages 93 traffic signals, with 19 currently equipped with APS systems. Adding the proposed 11 systems reaffirms the City's commitment to enhancing safety and accessibility at our signalized crossings. All APS constructed with FY 2024-25 funds would be in the southern area of the City.
Program Administration
HUD allows the City to allocate a maximum of 20% of the grant funds for FY 2024-25 ($101,000 based on the $505,000 grant), for program administration (e.g. staff salaries, consultant services, etc.). Based on anticipated program administration expenditures, staff recommends the maximum amount allowed under grant guidelines be allocated for CDBG program administration.
Public Service Grants
A maximum of 15% of the annual grant may be allocated to public services (e.g., nonprofit organizations that provide a range of social services in the community and whose goals align with those identified in the City’s CP). Given the value of the proposed services to the Lake Forest community, staff recommends funding public service programs at the maximum amount allowed (15% of the $505,000 grant for FY 2024-25). Funding public services at the maximum percentage is consistent with past practice and essential for advancing the goals outlined in the CP.
To engage a wide range of public service providers, staff undertook an outreach effort that began with the issuance of a Notice of Funding Availability (“NOFA”) for the FY 2024-25 program year. The NOFA was published in the Saddleback Valley News and posted on the City's website on December 7, 2023. Staff also sent the NOFA, an application form, and application instructions to those organizations that applied for or expressed interest in receiving funding from the City in the preceding year.
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For FY 2024-25, the City received funding applications from seven non-profit organizations (Attachment 2). All seven received CDBG funding from the City in recent years. Staff recommends funding for all seven applicants, as follows:
Table 2: Public Service Funding Recommendations
Applicant Services Provided
3-Year
Performance
Average
(Success
Rate)
Funding
Request
Recom-
mended
Funding
Age Well
Senior
In-home case management,
support services, and
delivered meals for
homebound and frail seniors
96% $7,500 $7,000
Alzheimer’s
Orange
County
Daycare services for adults
with Alzheimer’s, other types
of dementia, and physical
disabilities
75% $5,000 $4,650
Camino
Health
Center
Low-cost medical and
pediatric dental services for
low-income and indigent
residents
136% $15,000 $13,750
Families
Forward
Transitional housing, support
services, and case
management for homeless
and near homeless families,
food pantry
124% $25,000 $18,500
Family
Assistance
Ministry
Rental and utility assistance to
help prevent eviction/
homelessness; counseling,
food pantry, rapid re-housing,
wrap around services
27% $15,000 $12,000
South
County
Outreach
Emergency services to
individuals experiencing food
insecurity and/or at risk of
homelessness, including
affordable housing, rapid
rehousing, utility assistance,
case management and other
assistance to prevent
evictions.
41% $25,000 $19,850
TOTAL: $92,000 $75,750
*Organizations with greater than 100% exceeded their goal for serving Lake Forest residents over three years.
In formulating the funding recommendations, staff considered various factors, including, but not limited to:
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•The correlation between the services provided and the priorities identified in the Consolidated Plan;
•The number of people to be assisted by the proposed program; •Past performance with respect to number of clients served, timely expenditure of funds, submittal of complete and proper reporting; •The extent to which services to be provided overlap with services provided by other agencies recommended for funding;
•The amount of funding requested.
Federal regulations allow fair housing services to be funded as program administration. As such, and because the City can administer the program using less than the maximum percentage of the grant allowed, staff recommend that fair housing services be funded as an administrative expense. This approach allows the 15 percent funding allocation for public services to be distributed among seven public service organizations instead of eight, which improves their respective capacity to meet each of their (and the City's) public service goals.
As in previous years, the total combined amount requested by applicants exceeds the 15% cap for public service grants. Staff and the City’s CDBG consultant reviewed all applications for completeness and with consideration to community needs. In formulating funding recommendations, staff considered the City Council priorities identified in the CP, and returning applicants’ three-year past performance rates (i.e., the number of Lake Forest residents served relative to the goals stated in the respective applications – see Attachment 3).
Additionally, staff considered the practicalities of administering each grant by both the City and the grant recipient, including the cost of required expenditure reporting, eligibility verification, accounting, and documentation. On this basis, staff recommends that individual grants be awarded as listed in the Recommended Funding column of Table 2. A summary of
the applications received are provided as Attachment 3.
Other Action Plan Components
In addition to documenting available funds and proposed allocations, the draft AAP includes the following components:
•Summary of the objectives and outcomes identified in the AAP; •Summary of Activities to be undertaken during FY 2024-25; •Evaluation of Past Performance;
•Summary of Citizen Participation Process and Consultation Process; •Description of the Geographic Areas of the Entitlement; •Discussion of CDBG-funded Affordable Housing Strategy; •Identification of Homeless and Other Special Needs Activities; Item: 14
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•Discussion of Barriers to Affordable Housing;
•Information related to Program Specific Requirements.
The AAP also includes the following attachments:
•Copy of public notice corresponding to the public review period; •Low- and moderate-income area map/list with U.S. Census tracts; •List of recommended actions to address impediments to fair housing choice in the Orange County region.
Public Notice
The May 7, 2024, hearing on the draft AAP was preceded by a HUD-mandated 30-day public review period initiated by the publication of a public notice in the Saddleback Valley Newspaper on April 4, 2024. As of the preparation of this report, the City has not received any public comments regarding the draft AAP.
Staff recommends the City Council conduct a public hearing on the draft Fiscal Year 2024-25 Community Development Block Grant Program Annual Action Plan, close the public hearing, and direct staff to submit the AAP to the U.S.
Department of Housing and Urban Development.
FISCAL IMPACT:
There is no fiscal impact associated with the recommended action of conducting the public hearing and directing staff to submit the CDBG FY 2024-25 Annual Action Plan to HUD.
CDBG funding is provided annually by HUD. As outlined in the previously adopted 2023-25 Operating Budget, appropriations subject to approval by the City Council for FY 2024-25 will include expenditures consistent with the approved FY 2024-25 AAP. Due to the delay in approving the federal 2024 budget, the City will increase or decrease proposed CDBG funding for activities by a percentage based on the final 2024 CDBG grant.
ATTACHMENTS:
1. Draft FY 2024-25 CDBG Annual Action Plan
2. Summary of FY 2024-25 Public Service Applications
3. Public Service Providers Three-Year Performance History Item: 14
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Initiated By: Adrian Grijalva, Economic Development/Housing Manager Submitted By: Keith Neves, Assistant City Manager
Approved By: Debra Rose, City Manager
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ATTACHMENT 1
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2024-2025
Draft March 14, 2024
CDBG
Annual
Action
Plan
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TABLE OF CONTENTS
Executive Summary
AP-05 Executive Summary - 24 CFR 91.200(c), 91.220(b)................................ ................................ ...... 1 PR-05 Lead & Responsible Agencies – 91.200(b) ................................ ................................ .................. 3 AP-10 Consultation – 91.100, 91.200(b), 91.215(l) ................................ ................................ ............... 4 AP-12 Participation – 91.105, 91.200(c) ................................ ................................ ............................. 11 Expected Resources
AP-15 Expected Resources – 91.220(c) (1, 2) ................................ ................................ ...................... 12 Annual Goals and Objectives
AP-20 Annual Goals and Objectives - 91.420, 91.220(c)(3)&(e ) ................................ .......................... 15 AP-35 Projects – 91.220(d) ................................ ................................ ................................ ................. 17 AP-38 Projects Summary................................ ................................ ................................ .................... 18 AP-50 Geographic Distribution – 91.220(f) ................................ ................................ ......................... 25 Affordable Housing
AP-55 Affordable Housing – 91.220(g) ................................ ................................ ............................... 26 AP-60 Public Housing – 91.220(h) ................................ ................................ ................................ ...... 27 AP-65 Homeless and Other Special Needs Activities – 91.220(i) ................................ ......................... 28 AP-75 Barriers to affordable housing – 91.220(j) ................................ ................................ ................ 30 AP-85 Other Actions – 91.220(k) ................................ ................................ ................................ ........ 31 Program Specific Requirements ................................ ................................ ................................ ............. 34
Attachments:
1. Summary of Prior Accomplishments
2. Public Notices and Summary of Public Comments
3. CDBG Low-Moderate Income Areas
4. Analysis of Impediments to Fair Housing Plan
Certifications and SF-424/SF-424D
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Executive Summary
AP-05 Executive Summary - 24 CFR 91.200(c), 91.220(b)
1. Introduction
The 2024-2025 Annual Action Plan for the City of Lake Forest satisfies the requirements to receive Community Development Block Grant (CDBG) funds from the U.S. Department of Housing and Urban Development (HUD). The CDBG program was created by the Housing and Community Development Act (HCDA) of 1974. The primary objective of the CDBG program is to develop viable urban communities by providing decent housing, a suitable living environment, and economic opportunities, principally for persons of low- and moderate-income.
Regulations governing the CDBG program require that each activity undertaken with CDBG funds must meet one of the three national objectives:
• Benefit low- and moderate-income persons
• Aid in the prevention or elimination of slums and blight or • Meet a community development need having a particular urgency (i.e., federally declared disaster)
As a recipient of CDBG funds, the City must prepare a five-year strategic plan that identifies housing and community needs, prioritizes these needs, and develops a strategic plan to address priority needs. This document is called the Consolidated Plan. The City’s current Consolidated Plan covers the fiscal years of 2020-21 to 2024-25. On an annual basis, the City prepares an expenditure plan that identifies the specific activities it will undertake with its annual CDBG allocation to meet the priority needs identified in the Consolidated Plan. Fiscal Year (FY) 2024-25 is the fifth year of the current Consolidated Plan cycle.
To date, HUD has not announced funding allocations for FY 2024-25. For planning purposes, the City anticipates it will receive $505,000 in CDBG funds for FY 2024-25 – approximately 3% less than the City’s current year CDBG allocation. An additional $90,600 in prior year uncommitted funds and program income received during the year will also be available for programming.
2. Summarize the objectives and outcomes identified in the Plan The City of Lake Forest City Council approved the 2020-2024 Consolidated Plan in June 2020. The following Consolidated Plan objectives and outcomes were adopted. Corresponding annual accomplishment goals for FY 2024-25 are also listed below:
• Infrastructure and Facility Improvements: Improve public infrastructure and facilities that benefit 7,500 low- and moderate-income residents. FY 2024-25 Goal: Install APS Pushbuttons at 18 locations
• Affordable Housing: Improve or expand the supply of housing affordable to 40 lower-income households. FY 2024-25 Goal: Rehab 9 housing units
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• Public Services: Provide access to public social services for 8,000 low- and moderate-income persons. FY 2024-25 Goal: benefit 2,519 low- and moderate-income residents • Homeless Continuum of Care: Provide access to housing and supportive services for 2,680 persons at risk of becoming homeless or who are homeless. FY 2024-25 Goal: benefit 738 low- and moderate-income residents
• Administration and Planning: Provide CDBG program oversight and coordination and fair housing services to 450 households. FY 2024-25 Goal: 95 households residents assisted (fair housing services)
3. Evaluation of past performance
FY 2023-24 (the current fiscal year) is the fourth year of the City’s 2020-2024 Consolidated Plan cycle.
Most planned activities will be completed by June 30, 2024. A table summarizing the City’s Consolidated Plan goals over three completed years (FY 2020-21 through FY 2022-23) is provided as Attachment 1.
4. Summary of Citizen Participation Process and Consultation Process City staff encouraged residents and local and regional organizations to review the 2024–2025 Annual Action Plan. There were several opportunities for City residents and agencies/organizations to offer input into the Consolidated Plan process, as noted below:
• A draft of the Consolidated Plan was made available for a 30-day public comment period from April 5 to May 6, 2024.
• The City Council held a public hearing on May 7, 2024, to obtain public comments regarding the Annual Action Plan.
5. Summary of public comments
A summary of comments received can be found in Attachment 2.
6. Summary of comments or views not accepted and the reasons for not accepting them A summary of comments received can be found in Attachment 2.
7. Summary
The Consolidated Plan is a strategic plan that utilizes data and public input to determine priority housing and community needs. The Annual Action Plan is the expenditure plan for using CDBG funds to address identified priorities. The City’s overall objective for the CDBG program is to create a viable community by providing decent housing, a suitable living environment, and economic opportunities, principally for low- and moderate-income persons. To accomplish these objectives, the City of Lake Forest will utilize $595,600 in CDBG funds and program income during FY 2024-25 to carry out various eligible activities.
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PR-05 Lead & Responsible Agencies – 91.200(b)
1. Agency/entity responsible for preparing/administering the Consolidated Plan Agency/entity responsible for preparing the Consolidated Plan and those responsible for administration of each grant program and funding source.
Table 1 – Responsible Agencies
Agency Role Name Department/Agency
CDBG Administrator LAKE FOREST City Manager’s Office
Narrative (optional)
The City Manager’s office oversees the City’s CDBG program, including preparing the Consolidated Plan, Annual Action Plans, and year-end performance reports (Consolidated Annual Performance and Evaluation Report or CAPER).
Consolidated Plan Public Contact Information
Adrian Grijalva, Housing and Economic Development Manager 100 Civic Center Drive, Lake Forest, CA 92630
(949) 282-5213 / [email protected]
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AP-10 Consultation – 91.100, 91.200(b), 91.215(l)
1. Introduction
The consolidated planning process requires jurisdictions to contact and consult with other public and private agencies when developing the Consolidated Plan. The plan must include a summary of the consultation process, including identifying the agencies that participated in the process. Jurisdictions must also summarize their efforts to enhance coordination between public and private agencies.
Provide a concise summary of the jurisdiction’s activities to enhance coordination between public and assisted housing providers and private and governmental health, mental health and service agencies (91.215(l))
To enhance coordination between public and assisted housing providers and private and governmental health, mental health, and service agencies, the City of Lake Forest took the following actions:
• The City Manager’s Department, acting as the lead agency, met with various City departments and consulted with outside agencies to gain input on annual needs, enhance coordination of services, prevent service duplication, and resolve issues within the interagency institutional structure.
• The City of Lake Forest collaborates with the County to obtain input on assisted housing programs. Specifically, the City works with and supports the Orange County Housing Authority’s (OCHA) administration of the Housing Choice Voucher Program, which provides housing subsidies to qualified lower-income Lake Forest renters. • To strengthen the private sector's housing delivery system, the City encourages private housing developers to include affordable units in multi-family housing developments within Lake Forest. The City will also continue cooperating with local nonprofit housing organizations to identify and provide housing opportunities for lower-income households. • Orange County has a broad spectrum of public and nonprofit social service providers that address the needs of the region’s residents. Through the annual CDBG public service grant funding process, City staff can ascertain the services City residents require (e.g., senior services, youth services, services for the near homeless and those already homeless) and develop partnerships with local agencies to ensure the delivery of quality services. • The City of Lake Forest's economic development program coordinates business activities and employment programs with community organizations such as the Lake Forest Chamber of Commerce and the OC Workforce & Economic Development.
Describe coordination with the Continuum of Care and efforts to address the needs of homeless persons (particularly chronically homeless individuals and families, families with children, veterans, and unaccompanied youth) and persons at risk of homelessness.
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Coordinating Orange County’s Continuum of Care (OC-CoC) planning process is led by 2-1-1 Orange County and the OC Community Services Department. This nonprofit-public partnership helps ensure comprehensive, regional coordination of efforts and resources to reduce the number of homeless and persons at risk of homelessness throughout Orange County. This partnership serves as the regional coordinator of the year-round CoC planning process and regional homeless system of care.
The City supports the CoC planning process by providing information regarding the activities it will fund to address local homeless issues. The OC-CoC used this information to prepare the regional application to HUD for Homeless Assistance Grant funds. City staff will also expedite certifications of consistency with the Consolidated Plan and other forms of support for the OC-CoC. Additionally, the City supports and participates in the biennial Point-In-Time Survey of the region’s homeless.
Describe consultation with the Continuum(s) of Care that serves the jurisdiction's area in determining how to allocate ESG funds, develop performance standards for and evaluate outcomes of projects and activities assisted by ESG funds, and develop funding, policies and procedures for the operation and administration of HMIS The City does not receive Emergency Solutions Grant (ESG) funds; therefore, it does not help the OC-CoC determine ESG allocations, evaluate the outcomes, or develop policies and procedures for administering the regional Homeless Management Information System (HMIS).
2. Describe Agencies, groups, organizations and others who participated in the process and describe the jurisdiction’s consultations with housing, social service agencies and other entities (see Table 2):
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Table 2 – Agencies, groups, organizations who participated 1 Agency/Group/Organization Orange County Housing Authority Agency/Group/Organization Type PHA
What section of the Plan was addressed by Consultation? Housing Need Assessment Public Housing Needs
Briefly describe how the Agency/Group/Organization was
consulted. What are the anticipated outcomes of the
consultation or areas for improved coordination?
Provided data regarding households receiving HUD rental assistance and households on the waitlist for housing assistance 2 Agency/Group/Organization 211 Orange County
Agency/Group/Organization Type Regional organization
Planning organization
What section of the Plan was addressed by Consultation? Homeless Needs - Chronically homeless Homeless Needs - Families with children
Homelessness Needs - Veterans
Homelessness Needs - Unaccompanied youth
Homelessness Strategy
Homeless Management Information System (HMIS)
Briefly describe how the Agency/Group/Organization was
consulted. What are the anticipated outcomes of the
consultation or areas for improved coordination?
Provided data regarding regional homeless, housing/service gaps for the homeless, and HMIS management
3 Agency/Group/Organization Fair Housing Council of Orange County Agency/Group/Organization Type Service-Fair Housing
What section of the Plan was addressed by Consultation? Impediments to Fair Housing Item: 14
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Briefly describe how the Agency/Group/Organization was
consulted. What are the anticipated outcomes of the
consultation or areas for improved coordination?
Provided data regarding fair housing issues in the community and input on impediments to fair housing, and assisted in developing action steps to address impediments to fair housing
4 Agency/Group/Organization Age Well Senior Services
Agency/Group/Organization Type Services-Elderly Persons What section of the Plan was addressed by Consultation? Housing Need Assessment Non-Homeless Special Needs
Briefly describe how the Agency/Group/Organization was
consulted. What are the anticipated outcomes of the
consultation or areas for improved coordination?
Provided input regarding the housing and service needs of seniors, including homebound and frail seniors
5 Agency/Group/Organization Families Forward
Agency/Group/Organization Type Services - Housing
Services-Homeless
What section of the Plan was addressed by Consultation? Homeless Needs - Families with children Homelessness Strategy
Anti-poverty Strategy
Needs of Low/Mod persons
Briefly describe how the Agency/Group/Organization was
consulted. What are the anticipated outcomes of the
consultation or areas for improved coordination?
Provided input regarding housing and service needs of homeless families and families at risk of becoming homeless
6 Agency/Group/Organization Family Assistance Ministry
Agency/Group/Organization Type Services - Housing
Services-Homeless
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What section of the Plan was addressed by Consultation? Homeless Needs - Families with children Homelessness Needs - Veterans
Homelessness Strategy
Anti-poverty Strategy
Needs of Low/Mod persons
Briefly describe how the Agency/Group/Organization was
consulted. What are the anticipated outcomes of the
consultation or areas for improved coordination?
Provided input regarding housing and service needs of homeless households and households at risk of becoming homeless
7 Agency/Group/Organization South County Outreach
Agency/Group/Organization Type Services - Housing
Services-Homeless
What section of the Plan was addressed by Consultation? Anti-poverty Strategy Needs of Low/Mod persons
Briefly describe how the Agency/Group/Organization was
consulted. What are the anticipated outcomes of the
consultation or areas for improved coordination?
Provided input regarding the needs of lower-income households, specifically individuals/households at risk of becoming homeless 8 Agency/Group/Organization Camino Health Center
Agency/Group/Organization Type Services-Health
What section of the Plan was addressed by Consultation? Anti-poverty Strategy Needs of Low/Mod persons
Briefly describe how the Agency/Group/Organization was
consulted. What are the anticipated outcomes of the
consultation or areas for improved coordination?
Provided input regarding medical/dental service needs of the community, including homeless individuals
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9 Agency/Group/Organization Alzheimer’s Orange County
Agency/Group/Organization Type Services-Elderly Persons Services-Persons with Disabilities
What section of the Plan was addressed by Consultation? Non-Homeless Special Needs Briefly describe how the Agency/Group/Organization was
consulted. What are the anticipated outcomes of the
consultation or areas for improved coordination?
Provided input regarding the service needs of seniors with Alzheimer’s and other forms of dementia and disabilities 10 Agency/Group/Organization County of Orange
Agency/Group/Organization Type Other government - County What section of the Plan was addressed by Consultation? Regional program information Briefly describe how the Agency/Group/Organization was
consulted. What are the anticipated outcomes of the
consultation or areas for improved coordination?
Various county departments provided information regarding public health, public safety, and housing programs
11 Agency/Group/Organization Vocational Visions
Agency/Group/Organization Type Services-Persons with Disabilities What section of the Plan was addressed by Consultation? Non-Homeless Special Needs Economic development
Briefly describe how the Agency/Group/Organization was
consulted. What are the anticipated outcomes of the
consultation or areas for improved coordination?
Provided input regarding the needs of adults with developmental disabilities
Identify any Agency Types not consulted and provide rationale for not consulting The City consulted with various agencies serving Lake Forest residents and the region. No agency types were explicitly excluded from the consultation process.
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Other local/regional/state/federal planning efforts considered when preparing the Plan Table 3 – Other local / regional / federal planning efforts Name of Plan Lead Organization How do the goals of your Strategic Plan overlap with the goals of each plan?
Continuum of Care 211-Orange County Addresses issues pertaining to homelessness, including the 2022 Homeless Point-in-Time Survey
5-Year Plan & 1-Year Public Housing
Authority (PHA) Plan Orange County Housing Authority Agency plans and policies related to providing rental assistance for very low-income households
Housing Element City of Lake Forest City policies and goals for the preservation and expansion of the City’s housing stock
Capital Improvement Budget City of Lake Forest Includes a multi-year plan for the use of CDBG funds for capital projects
Analysis of Impediments to Fair Housing Orange County HUD Grantee Cities and the County of Orange
The countywide document identifies fair housing
impediments within participating cities and outlines
a plan to address issues
Narrative (optional)
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AP-12 Participation – 91.105, 91.200(c)
1. Summary of citizen participation process/Efforts made to broaden citizen participation Summarize citizen participation process and how it impacted goal-setting
The City of Lake Forest offered several opportunities for participation and comment throughout the Annual Action Plan preparation process. The City’s Citizen Participation Plan outlines the City’s process to obtain public participation in developing the Annual Action Plan (AAP) and other facets of the CDBG Program. Action steps include a 30-day public review of the Action Plan and a public hearing before the City Council. The public notice and a summary of public comments are provided in Attachment 2.
Citizen Participation Outreach
Table 4 – Citizen Participation Outreach
Sort
Order
Mode of
Outreach
Target of
Outreach
Summary of
response/attendance
Summary of
Comments
received
Summary of
comments not
accepted and reasons
URL (If applicable)
1 Internet
Outreach Nonprofits
Notification of
availability of CDBG
funding for FY 24-25
NA NA
www.lakeforestca.gov/
en/departments/econo
mic-
development/housing/
community-
development-block-
grant
2 Newspaper Ad
Non-
targeted/broad
community
Notice regarding the 30-
day public review period
(4/5/24 to 5/6/24) and
public hearing
See
Attachment 2 TBD NA
3 Public Hearing
Non-
targeted/broad
community
5/7/24 City Council
public hearing to review
the draft Action Plan and
receive public comment
See
Attachment 2 TBD NA
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Expected Resources
AP-15 Expected Resources – 91.220(c) (1, 2)
Introduction
Fluctuations in annual CDBG allocations make it challenging to determine anticipated resources for five years; however, based on recent allocations, the City expects to receive approximately $500,000 annually in CDBG funding for a five-year total of $2,500,000. The City uses CDBG funds for housing preservation activities, public improvements, public services, and administrative costs.
To date, HUD has not announced FY 2024-2025 CDBG allocations. For planning purposes, the City anticipates it will receive $505,000 in CDBG funds for FY 2024-2025. Additional resources for the year include $90,600 in prior year uncommitted funds and program income (i.e., Revolving Loan funds) received during the fiscal year generated by the repayment of previously funded housing rehabilitation loans. The City anticipates that the County of Orange will continue to administer the federal rental assistance program in Lake Forest, assisting approximately 165 households per year. The City will continue its efforts to leverage CDBG funds with other federal, state, and local funds.
Anticipated Resources
Table 5 - Expected Resources – Priority Table
Program Source
of
Funds
Uses of Funds Expected Amount Available Year 5 Expected Amount
Available
Remainder
of ConPlan
$
Narrative Description
Annual
Allocation:
$
Program
Income: $
Prior Year
Resources:
$
Total:
$
CDBG Public-
federal
Acquisition
Admin and
Planning
Economic
Development
Housing
Public
Improvements
Public Services 505,000 0 90,600 595,600 0
CDBG annual allocation,
prior year funds, and
projected loan
repayments
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Explain how federal funds will leverage those additional resources (private, state and local funds), including a description of how matching requirements will be satisfied
The City has identified other resources that may be available to carry out activities that address the goals of the Consolidated Plan:
• OCHA reports that as of January 2024, 166 Lake Forest households receive rental assistance. The City anticipates that OCHA will provide rental assistance to 165 Lake Forest households during FY 2024-2025. • The City may use local or state resources to fund homeless outreach activities during FY 2024-2025. • The City does not have an inclusionary housing program; however, the Housing Element indicates that the City will encourage developers to include a minimum of 15 percent affordable units in their housing projects. Alternatively, developers may pay an in-lieu fee instead of constructing affordable units. The City will negotiate an agreement with a developer to ensure units are built or collect the in-lieu fee.
CDBG does not require matching funds.
If appropriate, describe publicly owned land or property located within the jurisdiction that may be used to address the needs identified in the plan
The City of Lake Forest Housing Authority owned assets formerly held by the Lake Forest Redevelopment Agency. The Housing Authority sold a tax-defaulted vacant parcel purchased from the County of Orange to the City on August 16, 2022 (the “Mamie Thomas Parcel”). The City Council approved the property purchase via a Quitclaim Deed and a Certificate of Acceptance. It authorized the City Manager to transfer the purchase price of $310,000 from the City's General Fund to the Housing Authority's Housing Asset Fund. The Housing Authority will use these funds to support future affordable housing activities.
In 2020, the City approved the construction of a 71-unit apartment project for seniors earning less than 60% of the area median income. The “Mountain View” project is located at 24551 Raymond Way. Eight units serve as supportive housing for formerly homeless seniors with special needs. The project is completed/open. A second project, Portola Senior Apartments (931 Portola Oaks Drive), was also completed and is open.
The project includes 57 one-bedroom senior apartment units that are affordable for seniors aged 62 plus earning 50% or less of the area median income. The project offers amenities and support services to help increase senior residents' financial and housing stability. A third project, The Meadows Seniors Apartments, is a 65-unit active adult community available to seniors 62 years and older. The affordable apartment community Item: 14
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is currently under construction, with an anticipated opening date in late 2024. Lastly, in March 2024, the City entered into an Exclusive Negotiation Agreement with National CORE for another affordable housing project. The City has approximately $3.35 million to invest in the project.
Discussion
Funding resources to implement the City’s Consolidated Plan are limited. The City anticipates that fluctuations in CDBG funding will continue.
HUD has begun to invest additional resources into housing assistance vouchers and certificates, and OCHA has aggressively pursued these new resources. The City will support OCHA’s efforts to secure new rental assistance resources. As other resources become available (e.g., City of Lake Forest Housing Authority, general fund, or state funds), the City will explore opportunities to expend these funds to support the goals and objectives of the Consolidated Plan.
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Annual Goals and Objectives
AP-20 Annual Goals and Objectives - 91.420, 91.220(c)(3)&(e ) Goals Summary Information
Table 6 – Goals Summary
Sort
Order
Goal Name Start
Year
End
Year
Category Geographic
Area
Needs Addressed Funding Goal Outcome Indicator
1 Infrastructure and
Facility
Improvements
2024 2025 Non-Housing
Community
Development
Citywide Public
Improvements
CDBG:
$175,000
Public Facility or Infrastructure
Activities other than
Low/Moderate Income Housing
Benefit: Persons Assisted 4,774
2 Housing
Preservation
2024 2025 Affordable Housing Citywide Affordable Housing CDBG:
$243,850
Homeowner Housing Rehabilitated:
9 Household Housing Unit
3 Public Social
Services
2024 2025 Non-Homeless
Special Needs
Low & Moderate-
income Households
Citywide Public Services CDBG:
$25,400
Public service activities other than
Low/Moderate Income Housing
Benefit: 2,519 Persons Assisted
4 Homeless
Continuum of Care
2024 2025 Homeless Citywide Homeless Support
Services and
Housing
CDBG:
$50,350
Public service activities other than
Low/Moderate Income Housing
Benefit: 692 Persons Assisted
Homelessness Prevention:
46 Persons Assisted
5 Program
Administration
2024 2025 Administration Citywide Administration and
Planning
CDBG:
$101,000
Other: 95 Other
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Goal Descriptions
Table 7 – Goal Descriptions
1 Goal Name Infrastructure and Facility Improvements
Goal
Description
Improve and expand public infrastructure and facilities that benefit low- and moderate-income neighborhoods and residents
2 Goal Name Housing Preservation
Goal
Description
Loans and grants to improve owner-occupied housing or expand the supply of housing affordable to lower-income households
3 Goal Name Public Social Services
Goal
Description
Provide or improve access to public social services for low- and moderate-income persons and persons with special needs
4 Goal Name Homeless Continuum of Care
Goal
Description
A continuum of supportive and housing services for the homeless and households at risk of homelessness 5 Goal Name CDBG Program Administration
Goal
Description
CDBG program oversight and coordination, including fair housing services
Estimate the number of extremely low-income, low-income, and moderate-income families to whom the jurisdiction will provide affordable housing as defined by HOME 91.215(b):
The City is not a participating jurisdiction in the HUD HOME program; however, an estimated nine (9) households will be assisted with CDBG- funded housing rehabilitation during FY 2024-25.
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AP-35 Projects – 91.220(d)
Introduction
The activities to be undertaken during FY 2024-25 are summarized below. Most activities identified will be completed by June 30, 2025. Due to the delay in approving the federal 2024 budget, the City Council approved the FY 2024-2025 Action Plan with a provision that CDBG funding for activities will be increased or decreased by a percentage based on the final 2024 CDBG grant.
Table 8 – Project Information
# Project Name
1 CDBG Administration
2 Housing Rehabilitation Loans
3 Paint Program Grants
4 Age Well Senior Services
5 Alzheimer’s Orange County
6 Camino Health Center
7 Fair Housing Council of OC
8 Families Forward
9 Family Assistance Ministry
10 South County Outreach
11 Accessible Pedestrian Signal (APS) Push Buttons
Describe the reasons for allocation priorities and any obstacles to addressing underserved needs
The City recognizes that special needs populations (i.e., seniors, disabled, and households with extremely low-income) are more likely to become homeless because they have limited income or other issues that require supportive housing or services; therefore, the City considers supportive services a high priority.
The City anticipates that the greatest obstacle to meeting the underserved needs of these special needs populations will be a lack of financial resources for both supportive services and housing. A common need reported by service providers is affordable housing. Increasing rents and competition for limited Housing Choice Vouchers and other housing programs can impact the City's ability to support affordable housing opportunities for extremely low- and very low-income households.
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Projects
AP-38 Projects Summary
Project Summary Information
Table 9 – Project Summary
1 Project Name CDBG Administration
Target Area Citywide
Goals Supported CDBG Program Administration
Needs Addressed Program Administration
Funding CDBG: $93,500
Description CDBG program oversight and coordination
Target Date 6/30/2025
Estimate the number and type of
families that will benefit from the
proposed activities
NA
Location Description 100 Civic Center, Lake Forest, CA (City Hall) Planned Activities CDBG program oversight and coordination, including public service grant management, preparation of reports, and IDIS management
2 Project Name Housing Rehabilitation Loans *
Target Area Citywide
Goals Supported Housing Preservation
Needs Addressed Affordable Housing
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Description Housing rehabilitation loans for owner-occupied housing units Target Date 6/30/2025
Estimate the number and type of
families that will benefit from the
proposed activities
6 low- and moderate-income households
Location Description Citywide
Planned Activities Loans to rehabilitate owner-occupied housing units funded with entitlement funds and program income received during the year
3 Project Name Paint Program Grants *
Target Area Citywide
Goals Supported Housing Preservation
Needs Addressed Affordable Housing
Funding CDBG: $35,000
Description Grants to assist homeowners in painting the exterior of their home Target Date 6/30/2025
Estimate the number and type of
families that will benefit from the
proposed activities
3 low- and moderate-income homeowners
Location Description Citywide
Planned Activities Grants to homeowners to paint the exterior of their home 4 Project Name Age Well Senior Services
Target Area Citywide
Goals Supported Public Services
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Needs Addressed Public Services
Funding CDBG: $7,000
Description Meals on Wheels
Target Date 6/30/2025
Estimate the number and type of
families that will benefit from the
proposed activities
100 Seniors and frail elderly
Location Description Citywide
Planned Activities Meals on Wheels for home-bound seniors and frail elderly 5 Project Name Alzheimer’s Orange County
Target Area Citywide
Goals Supported Public Social Services
Needs Addressed Public Services
Funding CDBG: $4,650
Description Adult day services
Target Date 6/30/20245
Estimate the number and type of
families that will benefit from the
proposed activities
19 seniors and disabled adults
Location Description Citywide
Planned Activities Adult daycare and ancillary services for seniors and adults with Alzheimer’s, other forms of dementia, and disabilities
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6 Project Name Camino Health Center
Target Area Citywide
Goals Supported Public Social Services
Needs Addressed Public Services
Funding CDBG: $13,750
Description Low-cost medical services
Target Date 6/30/2025
Estimate the number and type of
families that will benefit from the
proposed activities
2,400 Individuals
Location Description 22481 Aspen St., Suite A, Lake Forest, CA Planned Activities Reduced-cost medical and dental services for low- and moderate-income persons 7 Project Name Fair Housing Council of OC
Target Area Citywide
Goals Supported CDBG Program Administration
Needs Addressed Program Administration
Funding CDBG: $7,500
Description Fair housing services
Target Date 6/30/2025
Estimate the number and type of
families that will benefit from the
proposed activities
95 households (320 Individuals)
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Location Description Citywide
Planned Activities Fair housing outreach, education, enforcement services, and enhanced mediation services due to the lifting of the eviction moratorium
8 Project Name Families Forward
Target Area Citywide
Goals Supported Homeless Continuum of Care
Needs Addressed Homeless Support Services and Housing
Funding CDBG: $18,500
Description Support services for at-risk and homeless families with children Target Date 6/30/2025
Estimate the number and type of
families that will benefit from the
proposed activities
32 homeless persons
Location Description Citywide
Planned Activities Case management for homeless families with children and families with children who are at risk of becoming homeless
9 Project Name Family Assistance Ministry
Target Area Citywide
Goals Supported Homeless Continuum of Care
Needs Addressed Homeless Support Services and Housing
Funding CDBG: $12,000
Description Housing and services for households at risk of homelessness or that are homeless Item: 14
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Target Date 6/30/2025
Estimate the number and type of
families that will benefit from the
proposed activities
486 lower-income individuals (465 with support services and 21 with rent or utility assistance) Location Description Citywide
Planned Activities Case management, food assistance, rental or utility assistance, and case management for households at risk of homelessness or that may be homeless 10 Project Name South County Outreach
Target Area Citywide
Goals Supported Homeless Continuum of Care
Needs Addressed Homeless Support Services and Housing
Funding CDBG: $19,850
Description Homelessness prevention assistance
Target Date 6/30/2025
Estimate the number and type of
families that will benefit from the
proposed activities
220 low- and moderate-income persons (195 with food pantry, supportive services, and case management, and 25 with rent or utility assistance)
Location Description 7 Whatney St. B, Irvine, CA
Planned Activities Foodbank services, including case management - services also include emergency rent and utility assistance to prevent eviction or termination of services 11 Project Name Accessible Pedestrian Signal (APS) Push Buttons Target Area Citywide
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Needs Addressed Non-Housing Community Development
Funding CDBG: $175,000
Description Installation of APS push buttons comply with current ADA regulations Target Date 6/30/2026
Estimate the number and type of
families that will benefit from the
proposed activities
Per HUD data, an estimated 4,774 individuals with a disability reside in the project area. Per U.S.
Census 2022 5-Yr ACS data, 942 individuals residing in the project area have hearing difficulties, 733 have vision difficulties, and 1,70 have ambulatory difficulties Location Description CT: 320.14, 320.27, 524.10, 524.11, 524.15, 524.16, 524.24 Planned Activities Installation of APS push buttons at 18 intersections comply with current ADA regulations * The City is considering combining the Housing Rehabilitation Loan and Paint Program Grants programs into one Housing Rehabilitation Program during FY 24-25. Authorization for this action is pending City Council approval. If approved, funding and program beneficiary goals will be combined into one activity in IDIS.
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AP-50 Geographic Distribution – 91.220(f)
Description of the geographic areas of the entitlement (including areas of low-income and minority concentration) where assistance will be directed For FY 2024-25, CDBG funds will support citywide activities for eligible households regardless of where they live in Lake Forest. No “area-wide” activities are planned for FY 2024-25; however, a list of CDBG- eligible Census Tract Block Groups is provided in Attachment 3.
Geographic Distribution
Table 10 - Geographic Distribution
Target Area Percentage of Funds
CDBG Target Areas 0
Citywide 100
Rationale for the priorities for allocating investments geographically The City does not allocate CDBG funds on a geographic basis; instead, funds are allocated to meet lower- income households' needs regardless of where they reside in the City. The City prioritizes using its CDBG funding to preserve affordable housing for lower-income households (via rehabilitation) and help prevent homelessness or assist those already homeless. These activities are carried out on a citywide basis.
CDBG-funded infrastructure and facility improvements are typically undertaken within Low- and Moderate-Income areas with a higher percentage of lower-income residents (see Attachment 3 for a list of the City’s CDBG-eligible areas). Some infrastructure/facility improvement projects may be undertaken outside the low- and moderate-income regions; such projects are typically limited to those that address ADA regulations.
Discussion
CDBG funds will fund programs that serve lower-income Lake Forest residents regardless of where they live in the City. For FY 2024-25, CDBG funds will benefit residents citywide.
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Affordable Housing
AP-55 Affordable Housing – 91.220(g)
Introduction
Although the Consolidated Plan and Action Plan addresses the community's affordable housing needs, the City's only HUD funding source is CDBG. HUD regulations prohibit the use of CDBG to construct new housing; however, the City will allocate funds to preserve existing housing that is affordable to lower- income homeowners. Other housing resources available to the City, such as former redevelopment resources (i.e., Lake Forest Housing Authority), may be available to support affordable housing endeavors.
Table 11 - One Year Goals for Affordable Housing by Support Requirement One Year Goals for the Number of Households to be Supported Homeless 0
Non-Homeless 9
Special-Needs 0
Total 9
Table 12 - One Year Goals for Affordable Housing by Support Type One Year Goals for the Number of Households Supported Through Rental Assistance 0
The Production of New Units 0
Rehab of Existing Units 9
Acquisition of Existing Units 0
Total 9
Discussion
The City's CDBG-funded affordable housing strategy calls for maintaining affordable housing through housing rehabilitation programs and supporting rental assistance programs like the Housing Choice Voucher administered by the OCHA. The City anticipates that 165 Lake Forest renter households will receive rental assistance during FY 2024-25.
During the current and past Consolidated Plan cycles, the City has consistently funded a CDBG-funded housing rehabilitation loan and a separate housing rehabilitation grant program. To improve program efficiencies and effectiveness, the City is considering combining the two programs into one Housing Rehabilitation Program during FY 2024-25. Authorization for this action is pending City Council approval.
If approved, funding and program beneficiary goals will be combined into one activity in IDIS. The City anticipates nine homeowners will participate in the City’s housing rehabilitation program.
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AP-60 Public Housing – 91.220(h)
Introduction
The City of Lake Forest does not own or manage public housing.
Actions planned during the next year to address the needs to public housing Not applicable
Actions to encourage public housing residents to become more involved in management and participate in homeownership
Not applicable
If the PHA is designated as troubled, describe the manner in which financial assistance will be provided or other assistance
Not applicable
Discussion
The City of Lake Forest does not own or operate public housing.
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AP-65 Homeless and Other Special Needs Activities – 91.220(i) Introduction
The City recognizes the importance of assisting the homeless and near-homeless with a continuum of care approach that addresses a household’s immediate financial needs to prevent homelessness or shelter, support services, and employment opportunities to break the cycle of homelessness.
Describe the jurisdictions one-year goals and actions for reducing and ending homelessness including:
Reaching out to homeless persons (especially unsheltered persons) and assessing their individual needs
The City collaborates and relies on nonprofit partners to reach out to homeless persons (especially unsheltered persons). The City will allocate CDBG funds to three agencies to provide services for homeless individuals. Each agency has an outreach component used to engage and assess clients.
In prior years, the City partnered with a local nonprofit to provide street homeless outreach services. In the fall of 2023, the City hired a Community Outreach Specialist. In addition to other duties, the outreach specialist is responsible for homeless outreach services. The City is funding this position with state Permanent Local Housing Allocation (PLHA) grant dollars.
Addressing the emergency shelter and transitional housing needs of homeless persons The City did not receive FY 2024-25 CDBG funding requests for emergency or transitional housing.
Helping homeless persons (especially chronically homeless individuals and families, families with children, veterans and their families, and unaccompanied youth) make the transition to permanent housing and independent living, including shortening the period of time that individuals and families experience homelessness, facilitating access for homeless individuals and families to affordable housing units, and preventing individuals and families who were recently homeless from becoming homeless again
The Orange County Continuum of Care coordinates a system that incorporates several evidence-based practices, including a Housing First approach that involves moving persons directly from the streets into permanent housing accompanied by home-based supportive services. This approach has been effective with chronically homeless persons and families.
In past years, Lake Forest has used CDBG and local funding to expand permanent housing opportunities for the formerly homeless. In 2015, the City’s Housing Authority (former redevelopment agency) sold a four-unit apartment to Families Forward. These units provide permanent housing opportunities for lower-income households, including formerly homeless families. The City allocated CDBG funds in FY 2022-23 to support expanding the City’s permanent affordable housing opportunities supply. The activity has encountered delays due to a limited supply of suitable properties; however, City staff Item: 14
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continues to work with local nonprofit housing providers to bring the project to fruition. The City is not allocating any additional CDBG funding for this type of housing activity for FY 2024-25.
For FY 2024-25, CDBG funding is allocated to Families Forward. Families Forward will utilize funds to provide case management and support services to families residing in affordable housing. This program aims to stabilize at-risk families in affordable housing. HUD has also significantly increased the number of rental assistance vouchers for homeless Veterans (i.e., Veterans Affairs Supportive Housing or VASH vouchers). In addition to receiving rental assistance, veterans with a history of severe mental health illness, substance use disorder, or physical disabilities receive case management and appropriate support services from the Department of Veterans Affairs. Currently, 19 VASH vouchers are in place throughout Lake Forest.
Helping low-income individuals and families avoid becoming homeless, especially extremely low-income individuals and families and those who are: being discharged from publicly funded institutions and systems of care (such as health care facilities, mental health facilities, foster care and other youth facilities, and corrections programs and institutions); or, receiving assistance from public or private agencies that address housing, health, social services, employment, education, or youth needs.
For FY 2024-25, the City will allocate CDBG funds to Family Assistance Ministries and South County Outreach for various services to assist the near-homeless and those already homeless. These agencies will also utilize CDBG funds to assist households at risk of eviction or the termination of utilities due to financial hardships. The City will also continue to support regional homeless planning efforts, including the OC CoC’s Discharge Plan, which aims to prevent individuals from leaving institutions such as jails and hospitals from becoming homeless.
Discussion
The programs identified above to address the needs of homeless people indicate that serving the homeless is a complex issue requiring a network of service providers. The City will allocate CDBG resources to support this network of agencies.
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AP-75 Barriers to affordable housing – 91.220(j)
Introduction
The City’s Consolidated Plan provides detailed information regarding barriers to affordable housing and actions to overcome these barriers. The actions to address these barriers during FY 2024-25 are summarized below.
Actions it planned to remove or ameliorate the negative effects of public policies that serve as barriers to affordable housing such as land use controls, tax policies affecting land, zoning ordinances, building codes, fees and charges, growth limitations, and policies affecting the return on residential investment
Affordable housing development faces several challenges, including construction costs, financing, and development regulations. The 2015–2021 Housing Element and 2020-2024 Consolidated Plan note that the City can encourage and facilitate affordable housing through financial assistance, removal of regulatory constraints, and administrative support. It offers the following actions to promote affordable housing production with limited funding.
• The City will monitor new neighborhood developments for compliance with development agreements that include an Affordable Housing Implementation Plan. • The City will collaborate with affordable housing developers to identify potential sites, write letters of support to help secure governmental and private-sector funding, and offer technical assistance related to applying state density bonus provisions. • The City will work with developers on a case-by-case basis to provide state-mandated regulatory concessions and incentives to develop affordable and senior housing. These concessions and incentives could include, but are not limited to, density bonuses, parking reductions, fee reductions or deferrals, expedited permit processing, and modified or waived development standards.
• If available, the City may provide financial subsidies to help reduce development costs in exchange for units reserved for lower-income residents.
Discussion
The Consolidated Plan includes an extensive narrative regarding barriers to affordable housing and actions the City can take to mitigate identified obstacles to affordable housing development. As outlined above, the City provides an expedited development review process for affordable housing projects to reduce holding and overall development costs. The City has little control over market forces such as the cost of land, building materials, and labor. If resources are available, the City may provide gap financing to help reduce overall development costs as an incentive to develop affordable housing.
There are no growth limit initiatives in Lake Forest.
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AP-85 Other Actions – 91.220(k)
Introduction
Outlined below are additional actions the City will implement during FY 2024-25 to address the sub- strategies of the Consolidated Plan.
Actions planned to address obstacles to meeting underserved needs The City recognizes that special needs populations face challenges due to low income and unique life conditions. These individuals are often more likely to become homeless due to these factors. Special needs populations frequently require unique housing and supportive services. The City prioritizes supportive services and housing for special needs populations. In FY 2024-25, the City will fund public service agencies that assist underserved populations such as the homeless, seniors, people with disabilities, and low-income families with children.
Actions planned to foster and maintain affordable housing The City's strategies related to CDBG-funded affordable housing efforts are focused on maintaining the housing stock through its housing rehabilitation programs and helping to ensure individuals have access to housing free of discrimination due to race, gender, disability, and other personal or household characteristics. The City has allocated significant CDBG resources to support these activities. The City will also support OCHA’s administration of rental assistance programs like the Housing Choice Voucher and Certificate programs in Lake Forest.
Actions planned to reduce lead-based paint hazards
The Residential Lead-Based Paint (LBP) Hazard Reduction Act of 1992 changed the federal strategy for addressing LBP by emphasizing preventing childhood lead poisoning through housing-based approaches.
Consequently, lead-based paint hazard reduction is an eligible activity in the City’s housing rehabilitation programs.
All application packets for the City’s housing rehabilitation programs include a notice to educate residents about the dangers of lead and encourage screening children for elevated blood lead levels.
Additionally, housing units are tested for lead-based paint before using federal funds. Housing units identified with lead-based paint hazards are treated, so the lead-based paint is abated per current federal requirements. The use of lead-based paint is prohibited in newly constructed units.
Actions planned to reduce the number of poverty-level families The City will leverage limited CDBG funds to address poverty by partnering with nonprofit agencies that assist lower-income households. Specifically, the City will fund programs that provide safety net services such as food banks, financial assistance to prevent eviction, low-cost medical/dental care, and fair housing education/enforcement services.
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Actions planned to develop institutional structure
The City of Lake Forest will continue efforts to eliminate institutional gaps and enhance the coordination of programs that serve the community. For example, the City will partner with nonprofit entities to deliver public services. City departments will continue to collaborate to evaluate programs and projects that may be funded in whole or in part with CDBG funds that address priority needs. The City will assist OCHA by participating in the Cities Advisory Committee – a quarterly meeting of cities and OCHA to discuss federal rental housing assistance and regional housing issues. As a supporter of the OC-CoC, the City will provide information for the County’s annual Continuum of Care Homeless Assistance grant application to HUD. The City will also continue to support the development of the County’s strategy to end chronic homelessness and a regional discharge plan.
Actions planned to enhance coordination between public and private housing and social service agencies
The City will continue participating in regional service coordination by participating in the Cities Advisory Committee, a quarterly meeting of cities and OCHA to discuss federal rental housing assistance issues.
On an annual basis, the City meets with service providers to discuss service needs and ways to improve service to residents. Another example of enhanced coordination is preparing the countywide Analysis of Impediments to Fair Housing. The City participated in developing this document, which required significant jurisdictional coordination.
Broadband: According to BroadbandNow.com, 99.8 percent of Lake Forest residential properties have access to broadband internet services. Cox Communications is the top broadband service provider, covering 92.3 percent of the City. AT&T is also available via fiber optic cable to 86.9 percent of Lake Forest properties. Additional providers offer satellite or 5-G-based broadband service.
Most broadband service providers in Orange County participate in the Affordable Connectivity Program (ACP). The ACP was created with the passage of the Infrastructure and Jobs Act of 2021. The purpose of the ACP is to provide eligible households with a $30 discount on monthly broadband internet service.
ACP eligibility is based on household income (200 percent of federal poverty or less) or participation in specific government assistance programs, such as SSI, Medicaid, or WIC. Funding may also be available to provide “discounts” for connective devices such as laptops, desktop computers, or tablets.
Information about the ACP is readily available online; however, many of the City’s nonprofit service providers will inform clients of this program and may also assist clients in applying for benefits.
In November 2022, the City approved a nonexclusive franchise agreement with SiFi Networks (SiFi) to build a high-speed internet open access network using direct fiber optic connections to each Lake Forest property. The new fiber optic system will provide residents with an additional choice for high-speed internet service. (The proposed network will provide 10 GB connectivity to homes and 100 GB to businesses and municipal facilities). SiFi offers low-cost internet options for disadvantaged families.
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Additionally, the City will continue encouraging developers and property owners to incorporate broadband infrastructure into all new or substantially rehabilitated housing projects, especially affordable housing projects.
Hazard Mitigation: The Disaster Mitigation Act of 2000 requires local governments to prepare a plan to document their hazard mitigation planning process and to identify hazards, potential losses, mitigation needs, goals, and strategies. Each state and local government must have a federally approved mitigation plan to be eligible for hazard mitigation grant funding (e.g., FEMA). Lake Forest recently began the development of a Local Hazard Mitigation Plan (LHMP). The LMHP will present strategies for reducing the City's vulnerability to the impacts of events that could threaten lives, property, or the environment.
This plan and the process of developing it will identify opportunities for the City to become more resilient to hazards and help alleviate risks to the community.
There are three primary elements to the City’s LHMP:
1. Hazard Identification: Profile potential hazards by type, previous occurrences, and probability.
2. Vulnerability Assessment: Identify the potential impact of the hazards profiled, vulnerability to each hazard, and potential loss to life, environment, and economy.
3. Mitigation Actions: Develop overarching strategies, specific goals, and actions to reduce hazard impacts.
The City Council is expected to adopt the LHMP in July or August 2024.
Discussion
HUD-funded grant recipients are required to not discriminate in housing or services directly or indirectly based on race, color, religion, sex, national origin, age, familial status, or disability. Grant recipients such as Lake Forest are required to affirmatively further fair housing by (1) examining and attempting to alleviate housing discrimination within their jurisdiction, (2) promoting fair housing choices for all persons, (3) providing opportunities for all persons to reside in any given housing development, regardless of race, color, religion, sex, disability, familial status, national origin, and other personal or familial attributes, (4) promote housing that is accessible to and usable by persons with disabilities, (5) and comply with the non-discrimination requirements of the Fair Housing Act. HUD encourages jurisdictions to consult with one another and initiate metropolitan-wide area fair housing planning. The Analysis of Impediments (AI) to Fair Housing Choice is the primary document for affirmatively furthering fair housing. In addition to identifying impediments, a strategy to overcome barriers must be developed and implemented - accomplishments are reported annually. The City participated in developing the 2020-2024 countywide AI, which the City Council adopted in May 2020. A summary of impediments to fair housing and the action steps the City will take during FY 2024-25 to affirmatively further fair housing are found in Attachment 4.
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Program Specific Requirements
AP-90 Program Specific Requirements – 91.220(l)(1,2,4)
Introduction
The program-specific requirements for the City CDBG program are listed below.
Community Development Block Grant Program (CDBG)
Reference 24 CFR 91.220(l)(1)
Projects planned with all CDBG funds expected to be available during the year are identified in the Projects Table. The following identifies program income that is available for use that is included in projects to be carried out.
1. The total amount of program income that will have been received before the start of the next program year and that has not yet been reprogrammed 0
2. The amount of proceeds from section 108 loan guarantees that will be used during the year to address the priority needs and specific objectives identified in the grantee's strategic plan
0 3. The amount of surplus funds from urban renewal settlements 0
4. The amount of any grant funds returned to the line of credit for which the planned use has not been included in a prior statement or plan. 0
5. The amount of income from float-funded activities 0
Total Program Income 0
Other CDBG Requirements
1. The amount of urgent need activities 0
2. The estimated percentage of CDBG funds that will be used for activities that benefit persons of low- and moderate-income. Overall Benefit - A consecutive period of one, two or three years may be used to determine that a minimum overall benefit of 70% of CDBG funds is used to benefit persons of low and moderate income. Specify the years covered that include this Annual Action Plan.
100.00%
Discussion
The City will meet the 70% low- and moderate-income “Overall Benefit” requirement for using CDBG funds in one year – FY 2024-2025.
FY 2024-25 CDBG funds will be allocated to the activities listed in section AP-35. Public service activities will be qualified as “limited clientele benefit.” Public facility and infrastructure improvements will be qualified under “low- and moderate-income area benefit” or “limited clientele benefit” (e.g., ADA improvements). Housing Rehabilitation and Neighborhood Pride Paint programs will be available citywide to qualified low- and moderate-income homeowners.
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CDBG program income received during FY 2024-25 will be allocated to the City’s Housing Rehabilitation Program (Revolving Loan funds). The City does not have surplus funds from urban renewal settlements, nor does the City have grant funds returned to its line of credit. The City will not undertake float-funded activities; therefore, it does not anticipate program income from this type of activity. Finally, the City does not anticipate undertaking urgent need activities during FY 2024-25, nor will it undertake any actions that may result in the involuntary displacement of businesses or residents.
As indicated above, CDBG program income will fund additional housing rehabilitation loans if available.
The City anticipates carrying forward $0 in housing rehabilitation funds for housing activities during FY 2024-25.
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Five-Year and One-Year Summary of Accomplishments
Grantee Name: City of Lake Forest
Source of
Funds Year Performance
Indicators
Expected
Number
Actual
Number
Percent
Completed
2020 Housing Units 8 9 112.5%
2021 Housing Units 13 16 123.08%
2022 Housing Units 13 22 169.23%
2023 Housing Units
2024 Housing Units
40 47 117.50%
2020 Housing Units 0 0 NA
2021 Housing Units 1 0 0.00%
2022 Housing Units 0 0 0.00%
2023 Housing Units
2024 Housing Units
0 0 0.00%
2020 Housing Units 200 192 96.00%
2021 Housing Units 185 169 91.35%
2022 Housing Units 170 170 100.00%
2023 Housing Units
2024 Housing Units
200
(Annual Avg)
177
(3 Yr Avg)
88.50%
(3 Yr Avg)
Source of
Funds Year Performance
Indicators
Expected
Number
Actual
Number
Percent
Completed
2020 Individuals 295 276 93.56%
2021 Individuals 1,691 2,296 135.78%
2022 Individuals 1,723 2,310 134.07%
2023 Individuals
2024 Individuals
8,000 4,882 61.03%
2020 Projects 0 0 0.00%
2021 Projects 6,754 0 0.00%
2022 Projects 0 5,755 0.00%
2023 Projects
2024 Projects
7,500 5,755 76.73%
Housing Choice Vouchers (Administered by OCHA): Improve or expand the supply of housing affordable to lower-income households Provide or improve access to public social services for low- and moderate-income persons and persons with special needs
5-Yr Con Plan Goal
CDBG
5-Yr Con Plan Goal
CDBG
Decent Housing
CDBG
5-Yr Con Plan Goal
Housing rehabilitation loans and grants to improve or expand the supply of housing affordable to lower-income households HUD
Housing
Vouchers
5-Yr Con Plan Goal
Housing acquisition loans and grants to improve or expand the supply of housing affordable to lower-income households CDBG
5-Yr Con Plan Goal
Improve and expand public infrastructure and facilities that benefit low- and moderate-income neighborhoods and residents
Objective: Housing Preservation
Suitable Living Environment
Objective: Public Social Services
Objective: Infrastructure and Facility Improvements
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Five-Year and One-Year Summary of Accomplishments
Source of
Funds Year Performance
Indicators
Expected
Number
Actual
Number
Percent
Completed
2020 Businesses 80 80 100.00%
2021 Businesses 0 0 0.00%
2022 Businesses 0 0 0.00%
2023 Businesses
2024 Businesses
80 NA
Source of
Funds Year Performance
Indicators
Expected
Number
Actual
Number
Percent
Completed
2020 Individuals 2,375 914 38.48%
2021 Individuals 861 80 9.29%
2022 Individuals 1,057 438 41.44%
2023 Individuals
2024 Individuals
2,680 1,432 53.43%
Source of
Funds Year Performance
Indicators
Expected
Number
Actual
Number
Percent
Completed
2020 Year of Admin 0 0 NA
2021 Year of Admin 0 0 0.00%
2022 Year of Admin 75 92 122.67%
2023 Year of Admin
2024 Year of Admin
450 92 20.44%
2020 Households 1 1 100.00%
2021 Households 1 1 100.00%
2022 Households 1 1 100.00%
2023 Households
2024 Households
5 3 60.00%
CDBG
1. Fair Housing services were funded as a public service during FY 20-21, FY 21-22 & FY 22-23, and as Admin in FY 23-24 and proposed as Admin for FY 24-25 CDBG
5-Yr Con Plan Goal
CDBG
5-Yr Con Plan Goal
Provide for administration and planning activities to carry out actions that address needs in the Consolidated Plan, including fair housing services to address local impediments to fair housing 1 Provide for administration and planning activities to carry out actions that address needs in the Consolidated Plan
Objective: Economic Opportunities
Economic Opportunity
5-Yr Con Plan Goal
Other
Objective: Administration and Planning
On September 1, 2020, added small business assistance grant for businesses impacted by the Coronavirus (CDBG-CV funding) Provide a continuum of supportive and housing services for the homeless and households at risk of homelessness
5-Yr Con Plan Goal
Continuum of Care
Objective: Homeless Continuum of Care
CDBG-CV
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PUBLIC NOTICE
CITY OF LAKE FOREST
Community Development Block Grant Program
2024-2025 Annual Action Plan
30-DAY PUBLIC REVIEW AND COMMENT PERIOD
AND NOTICE OF PUBLIC HEARING
Notice is hereby given that the City of Lake Forest seeks public input pursuant to the Community Development Block Grant (CDBG) program 2020- 2024 Consolidated Plan – Annual Action Plan for Fiscal Year (FY) 2024-2025. The CDBG program's primary objective is to develop viable urban communities by providing decent housing, a suitable living environment, and expanding economic opportunities for persons of low- and moderate-income (those earning 80 percent or less of Orange County 's median income). This funding is provided by the U.S. Department of Housing and Urban Development (HUD). The scope of eligible activities established by HUD ranges from public works improvements to housing rehabilitation and social service programs.
FY 2024-2025 Annual Action Plan
The Consolidated Plan is a five -year strategic plan that identifies priority community needs and projects/programs that may be implemented to meet these needs. The Annual Action Plan outlines the City's proposed use of CDBG funds for a twelve- month period. To date, HUD has not announced 2024 grant allocations; however, for planning purposes, the City anticipates receiving $505,000 in CDBG funds for FY 2024-2025. Program income generated by the repayment of prior funded housing rehabilitation loans and $90,600 in prior year uncommitted funds will also be available to undertake eligible housing activities.
Based on the City's 2024-2025 CDBG allocation, the following activities are proposed:
Program Name Program Description Proposed CDBG
Funding
Public Facility
Improvements/Housing
Examples: Assisted Pedestrian Signal
Pushbuttons and housing rehabilitation loans and
grants
$418,850
Public Services Examples: Food distribution, health care services, senior services, and homeless services $75,750 CDBG Program Administration
Program coordination, management, staffing,
monitoring, and reporting; fair housing education
and enforcement services
$101,000
Due to the delay in approving the federal 2024 budget, the City will increase or decrease proposed CDBG funding for activities by a percentage based on the final 2024 CDBG grant.
COMMENT PERIOD
A copy of the draft 2024-2025 Annual Action Plan is available for review on the City website:
https://www.lakeforestca.gov/en/departments/economic-development/housing/community-development- block-grant. The plan is also available for public review at Lake Forest City Hall, 100 Civic Center Drive, Lake Forest, CA.
Written public comments will be accepted from 4/5/24 through 5/6/24. Written comments should be submitted no later than 5:00 PM May 6, 2024, to:
City of Lake Forest
Attn: Adrian Grijalva
100 Civic Center
Lake Forest, CA 92630
The City will respond to all public comments received in writing.
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CITY COUNCIL PUBLIC HEARING
All interested persons are invited to the public hearing to discuss the draft 2024-2025 Action Plan.
DATE: Tuesday, May 7, 2024
TIME: 6:30 PM or soon thereafter
LOCATION: Lake Forest City Hall Council Chambers
100 Civic Center, Lake Forest, CA, 92630
Agenda on the Internet: Meeting agendas are available on the City website at https://www.lakeforestca.gov/en/agendas. Specific meeting agendas are accessible on the Friday before a City Council meeting. City Council meetings are also live-streamed on the City website.
Agenda Document Review: A full Agenda, including all backup information, is available at City Hall, 100 Civic Center Drive, Lake Forest, California, the Friday before a meeting.
Agenda Description: The Agenda descriptions are intended to notify 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 it deems appropriate on the agenda item and is not limited in any way by the recommended action.
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 PM the day of the meeting.
PUBLIC COMMENT: Members of the public may provide comments in-person at the meeting. Those wishing to provide comments in-person at the meeting will be asked to submit a request to speak to the City Clerk. Members of the public may submit email comments to council@lakefor estca.gov. 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.
Any petition for judicial review of a decision of the Lake Forest City Council is controlled by the statute of limitations provisions set forth in Sections 2.50.010 and 2.50.020 of the Lake Forest Municipal Code ("LFMC") and Sections 1094.5 and 1094.6 of the California Code of Civil Procedure. Any action or proceeding to attack, review, set aside, or void any decision of the Lake Forest City Council is controlled by Section 2.50.010 and Section 2.50.020 of the LFMC.
Any such action or proceeding that seeks judicial review of, attacks, or seeks to set aside or void any decision of the Lake Forest City Council shall be limited to those issues raised at the hearing described in this notice or in written correspondence delivered to the City Clerk, at, or prior to, the public hearing described in this notice, and must be commenced within the time limits specified in Chapter 2.50 of the LFMC.
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SUMMARY OF PUBLIC COMMENTS
30-DAY COMMENT PERIOD (4/5/24 THROUGH 5/6/24)
TBD
MAY 7, 2024, CITY COUNCIL PUBLIC HEARING
TBD
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CITY OF LAKE FOREST
2023 CDBG-Eligible Block Groups
City Census
Tract
Block
Group
# Low/Mod
Residents
Low/Mod
Universe % Low/Mod
Lake Forest 032014 2 2,440 2,765 88.25%
Lake Forest 032027 1 2,350 3,440 68.31%
Lake Forest 052410 2 420 620 67.74%
Lake Forest 032047 1 610 950 64.21%
Lake Forest 052423 2 1,775 2,860 62.06%
Lake Forest 052416 1 615 995 61.81%
Lake Forest 052410 1 1,035 1,690 61.24%
Lake Forest 052411 2 1,085 1,780 60.96%
Lake Forest 052410 3 1,170 2,010 58.21%
Lake Forest 052424 1 860 1,500 57.33%
Lake Forest 052425 3 770 1,420 54.23%
Lake Forest 052408 1 545 1,035 52.66%
* HUD 2023 Low/Moderate Income data as of 5/15/23
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ORANGE COUNTY ANALYSIS OF IMPEDIMENTS TO FAIR HOUSING CHOICE August 6, 2020
REGIONAL PROPOSED AI GOALS AND STRATEGIES
To address the contributing factors described above, the AI plan proposes the following goals and actions:
Regional Goals and Strategies."
Goal 1: Increase the supply of affordable housing in high opportunity areas.1 Strategies:
1. Explore the creation of a new countywide source of affordable housing.
2. Using best practices from other jurisdictions, explore policies and programs that increase the supply of affordable housing, such as linkage fees, housing bonds, inclusionary housing, public land set-aside, community land trusts, transit-oriented development, and expedited permitting and review.
3. Explore providing low-interest loans to single-family homeowners and grants to homeowners with household incomes of up to 80% of the Area Median Income to develop accessory dwelling units with affordability restrictions on their property.
4. Review existing zoning policies and explore zoning changes to facilitate the development of affordable housing.
5. Align zoning codes to conform to recent California affordable housing legislation.
Goal 2: Prevent displacement of low- and moderate-income residents with protected characteristics, including Hispanic residents, Vietnamese residents, other seniors, and people with disabilities.
Strategies:
1. Explore piloting a Right to Counsel Program to ensure legal representation for tenants in landlord-tenant proceedings, including those involving the application of new laws like A.B. 1482.
Goal 3: Increase community integration for persons with disabilities.
Strategies:
1. Conduct targeted outreach and provide tenant application assistance and support to persons with disabilities, including individuals transitioning from institutional settings and individuals who are at risk of institutionalization. As part of that assistance, maintain a housing database accessible to persons with disabilities.
2. Consider adopting the accessibility standards adopted by the City of Los Angeles, which require at least 15 percent of all new units in city-supported Low-Income Housing Tax Credit (LIHTC) projects to be ADA- accessible with at least 4 percent of total units to be accessible for persons with hearing and/or vision disabilities.
1 The term “high opportunity areas” generally means locations where there are economic and social factors and amenities that provide a positive impact on a person’s life outcome. This is described in more detail in Section iii, Disparities in Access to Opportunity.
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Goal 4: Ensure equal access to housing for persons with protected characteristics, who are disproportionately likely to be lower-income and to experience homelessness.
Strategies:
1. Reduce barriers to accessing rental housing by exploring eliminating application fees for voucher holders and encouraging landlords to follow HUD's guidance on the use of criminal backgrounds in screening tenants.
2. Consider incorporating a fair housing equity analysis into the review of significant rezoning proposals and specific plans.
Goal 5: Expand access to opportunities for protected classes.
Strategies:
1. Explore the voluntary adoption of Small Area Fair Market Rents or exception payment standards in order to increase access to higher opportunity areas for Housing Choice Voucher holders.
2. Continue implementing a mobility counseling program that informs Housing Choice Voucher holders about their residential options in higher opportunity areas and provides holistic support to voucher holders seeking to move to higher opportunity areas.
3. Study and make recommendations to improve and expand Orange County's public transportation to ensure that members of protected classes can access jobs in employment centers in Anaheim, Santa Ana, and Irvine.
4. Increase support for fair housing enforcement, education, and outreach.
CITY OF LAKE FOREST PROPOSED AI GOALS AND STRATEGIES
1. In collaboration with the Orange County Housing Authority (OCHA):
a. Attend quarterly OCHA Housing Advisory Committee to enhance the exchange of information regarding the availability, procedures, and policies related to the Housing Assistance Voucher program and regional housing issues.
b. Support OCHA's affirmative fair marketing plan and de-concentration policies by providing five-year and annual PHA plan certifications.
c. In coordination with OCHA and fair housing services provider, conduct landlord education campaign to educate property owners about State law prohibiting discrimination based on household income.
2. Through the City's fair housing contractor:
a. Provide fair housing education and information to apartment managers and homeowner associations on why denial of reasonable modifications/accommodations is unlawful. b. Conduct multi-faceted fair housing outreach to tenants, landlords, property owners, realtors, and property management companies. Methods of outreach may include workshops, informational booths, presentations to community groups, and the distribution of multi-lingual fair housing literature.
c. Provide general fair housing counseling and referrals services to address tenant-landlord issues, and investigate allegations of fair housing discrimination and take appropriate actions to conciliate cases or refer to appropriate authorities.
d. Periodically monitor local newspapers and online media outlets to identify potentially discriminatory housing advertisements.
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e. Include testing/audits within the scope of work with fair housing provider. f. Regularly consult with the City's fair housing contractor on potential strategies for affirmatively furthering fair housing on an ongoing basis.
3. In cooperation with the Orange County Transportation Authority:
a. Provide community education regarding transport services for persons with disabilities. b. Explore bus route options to ensure neighborhoods with a concentration of low-income or protected class populations have access to transportation services.
4. Support local eviction prevention strategies to reduce the number of homeless individuals and families (homelessness prevention services).
5. Prepare a new Housing Element that is compliant with all current State laws and is certified by the California Department of Housing and Community Development.
6. Update zoning ordinance to comply with current State law.
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ATTACHMENT 2
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2 City of Lake Forest
Community Development Block Grant Program
Summary of FY 2024-2025 Public Service Applications
1) Alzheimer’s Orange County
Request: Alzheimer’s Orange County requests $5,000 to support the operation of its Adult Day Services for individuals with Alzheimer’s and related dementia. CDBG funds would be used to help pay for rent of the facility where services are being provided. It projects it will serve 25 unduplicated Lake Forest residents.
Narrative: This program provides a secure and supportive environment for adults who need daily supervision and/or medical assistance due to Alzheimer’s disease and other related dementias and disabilities. Adult Day Services also offers caregivers a safe and supportive environment when caring for adults that need daily supervision and/or medical assistance. Program participants receive supervised nursing, physical and occupational therapies, healthy meals, personal care assistance, health education and exercise programs, and medication management. Case managers also link program participants and caregivers to resources such as family support groups, and education, care consultations, and in-home services.
In 2023, Healthy Aging Center (HAC): Laguna Woods served a total of 120 adults, 21 being Lake Forest residents and 75% of which were low-income individuals. 2) Camino Health Center
Request: Camino Health Center requests $15,000 for rent costs. Camino projects it will provide medical, dental, and behavioral health care to 2,400 unduplicated low-income, Lake Forest residents.
Narrative: During Fiscal Year (FY) 2023, Camino Health Center provided services to 2,211 unduplicated Lake Forest residents. Camino Health Center has been dedicated to improving the health status of the low and moderate-income families in South Orange County and continuously increases access to care for Lake Forest residents. To ensure that the underserved residents in Lake Forest have access to these services, Camino has three full-time sites in Lake Forest, San Clemente, and San Juan Capistrano.
Having a location in the City of Lake Forest provides easier access for Lake Forest residents to Camino Health Center’s services. All three health centers provide primary medical, family dental, and behavioral health services. Camino's Lake Forest location also offers optometry services. This clinic operates full-time and is open two Saturdays a month. The Lake Forest health center is equipped with 16 exam rooms, five dental operation-ready rooms, an office space for behavioral health, and WIC.
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3 3) Fair Housing Council of Orange County
Request: The Fair Housing Council of Orange County ("FHCOC") requests $7,500 to pay for staff salaries and benefits required to deliver the CDBG funded services. It estimates serving 320 unduplicated residents (95 households).
Narrative: Federal funding regulations require that CDBG eligible jurisdictions plan for and undertake actions to affirmatively further fair housing within their jurisdiction.
FHCOC services enable Lake Forest to meet that requirement. FHCOC provides fair housing enforcement, education, and outreach services. FHCOC responds to as many Lake Forest housing discrimination allegations as presented. It also provides professional services that address other housing-related matters, including general housing law violations. It facilitates the opportunity for landlords and tenants to correct wrongful housing policies or behavior. During the next program year, FHCOC projects three current or potential Lake Forest households contacts to make allegations of housing discrimination, and that one of those allegations will be sufficiently meritorious to result in opening a client case file.
Perhaps another 8 households will contact FHCOC with concerns or questions about housing discrimination.
In FY 2022-2023, Fair Housing assisted 319 Lake Forest unduplicated residents, in 92 unduplicated households presenting 105 requests for services, making inquiries about 280 housing issues, disputes or concerns.
4) Families Forward
Request: Families Forward requests $25,000 to fund program staff salaries and benefits. It projects it would support 32 unduplicated Lake Forest residents through its Hou
sing Program.
Narrative: Families Forward has 40 years of experience helping low-income and homeless Orange County families in crisis to regain financial stability and self- sufficiency. Families Forward has grown in response to community needs and has a variety of housing options for families throughout the County. In addition to housing services, Families Forward provides an extensive network of resources to help families in
financial crisis.
In Lake Forest, Families Forward is proposing to continue providing its Affordable Hou
sing Program to end homelessness and safely house approximately twelve extremely low- and low-income families, helping them rebuild their lives and regain financial stability. Families Forward Affordable Housing Program is designed to help families recently faced with a crisis that left them literally homeless. Families Forward
helps these families get back on their feet by providing affordable housing, counseling, career coaching, life-skills training, financial literacy education, food assistance,
prevention & diversion services, and referral services. A trained and subject matter Item: 14
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4 for achieving self-sufficiency, fin ancial accountabilit y, and housing stability. Families Forward also assists with lease agreements, landlord-tenant relationships, and other barriers to long-term housing options. Families Forward owns or is in partnership with 92 affordable housing units with plans to exceed 150 units by the end of 2024, with 15 Families Forward owned and partnered affordable housing units in Lake Forest.
In FY 2022-23, Families Forward assisted 42 Lake Forest families in finding housing, of those families, 54% were single parent households. Families Forward also provides Lake Forest families with prevention services and provides access to food through our food pantry. During its recently completed 2023 Fiscal Year, it successfully prevented or ended homelessness for 724 families across Orange County (1,101 parents and 1,401 children) and provided services to over 14,300 individuals and 4,079 unduplicated households. During the same time, Families Forward provided 44,180 meals to Orange County residents in need through its food pantry. A dditionall y, through its seasonal programs, 1,074 children received new school supplies, 933 families were provided with the fixings to make a Thanksgiving meal, and through its Holiday Wish program, Families Forward served 2,061.
5) Fa mily Assistance Ministry
Request: Family Assistance Ministry (FAM) requests $15,000 to support low-to- moderate income Lake Forest residents who are homeless or at immediate risk of eviction. $12,000 would subsidize direct financial assistance, including rental assistance and utility payments, in its Lake Forest housing program. $3,000 would support staffing costs for case managers. It projects it would provide services to 486 unduplicated low- to moderate-income Lake Forest residents.
Narrative: FAM's Housing Continuum offers services to Lake Forest residents who are unhoused or at risk of becoming unhoused. Clients are matched to "best-fit" housing services depending on individual or family circumstances. FAM offers nutritious food options, which are always a component of financial stabilization. This allows case managers to counsel residents to spend their money on rent and utilities rather than on food. FAM also provides financial counseling and rental assistance to those not yet unhoused but at risk of eviction because of non-payment. Client need is verified and paid directly to landlords and/or service providers. Case managers help coach residents as they move from dependency to self-reliance.
FAM helps those who are already unhoused with several services options. Diversion through the Homeward Bound program is the first option because it reconnects clients back to a support network (family or friends) nationwide. FAM's Gilchrist House interim/transitional shelter services single unhoused women and women with children.
FAMily House, the only emergency shelter in south Orange County for unhoused families with children, serves single-parent households, dual-parent households and pregnant women. The vulnerability index determines placement for other clients. expert Families Forward team member is attached to each family to partner in their plan Item: 14
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5 FAM has provided crisis and homeless prevention services to residents of south Orange County since 1999. In 2023, FAM had 3,523 encounters helping to ensure housing stability to 428 Lake Forest residents. These residents received over 228 case management hours resulting in $28,068 in financial assistance, including rental assistance of $21,503 provided for 17 residents. In 2023, FAM distributed $4.9 million in food and personal care items to people in need.
All of FAM's clients are moderate-to-low income, economically insecure, and/or at risk of experiencing hunger and loss of housing in Orange County. Of the 27,362 clients served in its last fiscal year, 6% were already unhoused and the other 94% were at risk of losing their home. FAM serves people regardless of age, race, gender, sexual orientation, national origin, disability, marital or military status, or religious affiliation.
Furthermore, families with children make up a significant percentage of its clients; 45% of those served are children and another 15% are seniors. 6) Meals on Wheels
Request: Age Well Senior Services requests $7,500 to support the food costs of Meals on Wheels delivered to senior residents of Lake Forest. It projects it would assist 100 unduplicated Lake Forest residents and provide 2,500 meals with this funding.
Narrative: Age Well Senior Services has been delivering Meals on Wheels to the homes of South Orange County seniors for more than 40 years. The Age Well Meals on Wheels program delivers three nutritious meals each weekday to the homes of Lake Forest seniors who are at risk of food insecurity, are homebound, and/or are isolated in their homes. The program acts as a safety net for vulnerable seniors, helping them remain self-sufficient, and preserving their independence and dignity. Last year (FY 22- 23), the Meals on Wheels Program delivered 456,237 meals to 1,500 participants, including 32,484 meals for 111 Lake Forest seniors.
7) South County Outreach
Request: South County Outreach requests $25,000 to provide low- to extremely low- income Lake Forest residents who are at risk of homelessness or utilities being disconnected with rent/mortgage and utility payment assistance, case management, and supportive services. $20,000 would go toward direct client services (i.e. rental and utility payment assistance), and $5,000 toward operating expenses (i.e. staff salary and other program expenses). It projects it would assist 1,200 unduplicated Lake Forest residents with this funding.
Narrative: South County Outreach ("SCO") has been a key safety-net provider in Orange County for the past 35 years, delivering a range of hunger and homeless prevention services to local residents for the past 16 years. SCO's offices and primary food pantry hub are located in the City of Irvine, which is easily accessible from the 5 and 405 freeways. In 2023, SCO served over 8,000 unduplicated local residents, providing $534,026 in rental and utility payments to help residents avert homelessness.
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6 Additionally, 7,193 residents received nearly a million pounds of food through SCO’s food pantry. Funding from the City of Lake Forest will make it possible for the agency to meet the rapidly increasing needs of its residents. SCO has successfully administered government and/or public funding for more than 20 years.
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ATTACHMENT 3
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Returning Applicants' Three-Year Performance History
CDBG Public Service
SUBRECIPIENT PLANNED ACTUAL
%
ACCOMPLISHED PLANNED ACTUAL
%
ACCOMPLISHED PLANNED ACTUAL
%
ACCOMPLISHED
Age Well Senior
Services 36 22 61.1% 16 26 162.5% 20 21 105.0%
Alzheimer's Orange
County 25 15 60.0% 25 20 80.0% 19 17 89.5%
Camino Health Center 200 206 103.0% 1,600 2,250 140.6% 1,650 2,244 136.0% Fair Housing Council
of Orange County 1 73 68 93.2% 85 95 111.8% 75 92 122.7% Families Forward 25 21 84.0% 11 20 181.8% 23 32 139.1%
Family Assistance
Ministries 2 250 55 22.0% 238 140 58.8% 1,000 204 20.4% South County
Outreach 2 2,100 838 39.9% 612 89 14.5% 34 202 594.1%
Vocational Visions 34 33 97.1% NA NA NA 34 28 82.4%
FY 2022-23
NA - Did not apply
FY 2021-22
1. FHCOC’s service level is complaint driven; therefore it is difficult to predict from year to year how many residents will access these services. FHCOC has continued its outreach efforts in the community and investigates all reported cases of unfair housing practices and
2. Agencies utilized CDBG-CV, and FY 20-21 and FY 21-22 CDBG resources to assist Lake Forest residents during the report period.
FY 2020-21
Attachment 3
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CITY COUNCIL AGENDA REPORT
MEETING DATE: 5/7/2024
DEPARTMENT: Finance
SUBJECT:
PUBLIC HEARING TO CONSIDER ADOPTION OF PROPOSED FEE
SCHEDULE
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 April 16, 2024, staff presented the Draft Master Fee Schedule to the City Council and recommended that the City Council hold a public hearing at the May 7, 2024, City Council meeting to formally consider proposed fee adjustments.
At the April 16, 2024, meeting, the City Council did not recommend any modifications to the Draft Master Fee Schedule and directed staff to hold a public hearing at the May 7, 2024, City Council meeting.
At this public hearing, the City Council may adopt fees as presented in the proposed Master Fee Schedule or exercise discretion to change any specific fee as desired. Modifications to individual fees discussed at the public hearing would be reflected in the approved Master Fee Schedule. The Master Fee Schedule must be adopted by a supermajority vote of the City Council.
Should the City Council move to adopt the updated Master Fee Schedule, Culture, Leisure, and Recreation and Management and Support Fees would take effect July 1, 2024. Pursuant to State law, fees related to development applications must take effect at least 60 days from the City Council Resolution, thus, Planning, Engineering, Building and Safety, and Community Preservation Fees would take effect July 8, 2024. Should the City Council adopt the proposed Fee Study during this public hearing, implementation of the fee study recommendations would increase General Fund revenue by approximately $330,000.
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BACKGROUND:
In collaboration with the City’s financial consulting firm ClearSource Consulting (“ClearSource”), staff assisted in developing the recommendations in the City’s Master Fee Schedule by conducting a User and Regulatory Fee Study (“Fee Study”). The Fee Study includes a Cost Allocation Plan to determine the cost of general governmental expenses required to run the organization, as well as a Cost of Service Analysis (i.e., the staffing and time it takes to provide a service).
These analyses helped provide the necessary background information regarding the overall costs of delivering public services as well as current cost recovery levels. Through this assessment, ClearSource identified any relevant additions for services performed without a fee or for under-quantified or ineffectively structured fees. This assessment fulfilled Strategic Plan item number 69 to conduct a comparative analysis of the City’s fees against fees charged for similar services in nearby communities.
Based on these analyses, at the April 16, 2024, City Council meeting, staff recommended that the City Council review the proposed and comprehensive Fee Study, which included a proposed updated Master Fee Schedule, and direct staff to hold a public hearing at the May 7, 2024, City Council meeting. The City Council reviewed the proposed Fee Study and did not recommend any modifications. Thus, the City Council approved proceeding with the public hearing of the Master Fee Schedule on May 7, 2024.
DISCUSSION:
Per the City’s Financial Management and Budgetary Policy, the cost recovery levels for services remain the same. Based on the Fee Study, the proposed Master Fee Schedule includes the following fee adjustments:
City-Wide
•Increase in the City overhead rate to 24%.
•Time Study allocations adjusted based on program-based budgeting.
Actual costs of services are identified and used to recommend fee updates to the Master Fee Schedule.
Planning Fees
•Recommend all fixed fees and deposits be at an hourly rate of $190 to align to the current cost of service.
•Add a Noise Standard Deviation Application Review fee to correspond with the Lake Forest Municipal Code (“LMFC”) section 11.16.110, which Item: 15
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provides for permit applications to temporarily exceed the City’s noise limits.
•Restructure the basis of Planned Sign Program Fees
•Replace the words “Zoning Verification” and “Zoning Confirmation” with “Basic” and “Comprehensive.”
•Add "per WFC” next to the Wireless Communications Facilities Permit Fee to clarify that the cost of service is per permit.
•Add a cyber café license fee pursuant to LFMC sec. 5.34.130, which sets a fee for application for a cyber café license.
•Propose an Entertainment Permit Renewal Fee
Engineering Fees
•Staff allocation time has been adjusted to reflect the updated time study. •Add an Encroachment Permit category for minor traffic control review.
Building and Safety Fees
•Consolidate new construction and tenant improvement categories to reduce the number of Building and Safety Fees.
Community Preservation Fees
•Move Massage Establishment related fees to Community Preservation •Increase the Massage Establishment Permit Fee to align to the current cost of service.
•Propose a Massage Establishment Permit Appeal Fee.
•Add Review of Shopping Cart Containment Plans Fee.
Culture, Leisure, and Recreation Fees
•Update Hourly Sports Field User Fees to align with the most recent resolution for field usage, which charges a fee per hour instead of per player.
•Adjust replacement fee for Identification Cards.
•Remove Sports Park Meeting Rooms Cleaning Fee to align with best practices currently in use.
•Eliminate the Sports Park Meeting Rooms Rental Cancellation Fee to align with best practices currently in use.
•Remove the LCD Projector Fee from the Sports Park Meeting Rooms to align with current services offered.
•Increase the staffing rate to align with staff salaries. •Remove the Lobby Fee for the Community Center.
•Propose a fee for the Community Center’s dance floor.
•Add a Piano Rental Fee, which accounts for the City covering tuning costs. •Propose a fee for the use of Lapel Microphones.
•Add a storage use fee at the Performing Arts Center.
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Management and Support Fees
• Add a fee for insurance procurement/review equal to the actual cost of insurance, plus a fixed fee for City administration time. • Increase the base rate for Electrical Vehicle Charging to align with the current cost of service.
• Eliminate Passport Photo Fee due to change in service. • Remove Microfilm Copying Fees and replace with requests requiring special programming/formatting. This fee is proposed to be the actual cost of service.
• Include the word “ballot” in “ballot initiative petition processing fee.” Application of the Proposed Fee Updates
As shown below in Table 2, applying the recommended adjustments in the Master Fee Schedule would result in different cost recovery levels for each cost recovery area.
Table 2: Anticipated Cost Recovery Levels Based on Fee Updates Next Steps
Staff recommends the City Council take the following actions at this public hearing:
1. Conduct the noticed public hearing.
2. Adopt a City Council Resolution formally approving the Master Fee Schedule.
The Master Fee Schedule must be adopted by a supermajority vote of the City Council (i.e., four-fifths of the City Council). Should the City Council move to adopt the updated Master Fee Schedule, Culture, Leisure, and Recreation and Management and Support Fees would take effect July 1, 2024. Pursuant to State Item: 15
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law, fees related to development applications must take effect at least 60 days from the City Council Resolution, thus, Planning, Engineering, Building and Safety, and Community Preservation Fees would take effect July 8, 2024. Should the City Council adopt the proposed Fee Study during this public hearing, implementation of the fee study recommendations would increase General Fund revenue by approximately $330,000.
FISCAL IMPACT:
Assuming historical use patterns, staff anticipate the implementation of the Fee Study recommendations would increase the General Fund revenue by approximately $330,000. Although the changes are anticipated to provide 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. User and Regulatory Fee Study
2. City Council Resolution 2024-XX
Exhibit A: Master Fee Schedule
Initiated By: Samantha Abelove Murillo, Financial Analyst Submitted By: Kevin Shirah, Director of Finance/City Treasurer Approved By: Debra Rose, City Manager
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ATTACHMENT 1
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1 1 A
CITY OF LAKE FOREST
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CLEARSOURCE REPORT TO CITY OF LAKE FOREST
CONTENTS
REPORTING
Section Description Page #
1 TRANSMITTAL 1
2 EXECUTIVE SUMMARY | Overall Findings 2
3 PROJECT OVERVIEW | Scope and Guidance 5
4 IMPLEMENTATION | Considerations for Implementation 9
APPENDICES
Appendix Description
A COST OF SERVICE ANALYSIS
B ILLUSTRATION OF PROPOSED FEE CHANGES
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March 2024
Attn: Kevin Shirah, Director of Finance/City Treasurer
100 Civic Center Drive
Lake Forest, CA 92630
Dear Mr. Shirah:
ClearSource Financial Consulting submits the following report describing the findings of our preparation of a User and Regulatory Fee Study for the City of Lake Forest.
Please refer to the Executive Summary for the key findings of the analysis and estimated impacts to City funds. The balance of the report and its appendices provide the necessary documentation to support those outcomes.
Thank you for the opportunity to serve the City on this topic. We are happy to continue discussion on this study as the need arises or consult with you on additional topics.
Sincerely,
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CLEARSOURCE REPORT TO THE CITY OF LAKE FOREST 2
EXECUTIVE SUMMARY
STUDY OVERVIEW
The City of Lake Forest has completed a User and Regulatory Fee Study. California cities regularly conduct these studies to justify fee amounts imposed and to optimize the overall portfolio of revenues available to the municipality to fund its services.
Industry practice and fiscal conditions in the state have led most cities to link cost recovery for services of individual action, cause, or benefit to that same individual through user fee revenue, relieving the agency’s general revenues as much as possible for use toward services of broader community benefit.
USER AND REGULATORY FEES
Cities derive annual revenue from a numbe r of sources. These include, but are not limited to, property taxes, sales taxes, license fees, franchise fees, fines, rents, and user and regulatory fees. User and regulatory fees are intended to cover all, or a portion of, the costs incurred by the City for providing fee-related services and activities that are not otherwise provided to those not paying the fee.
California law provides guidance regarding the amounts the City may charge for fee-related services and activities. Specifically, in order to avoid being considered taxes, the fees charged shall not exceed the estimated reasonable cost of providing the services, activities, or materials for which fees are charged.
COST RECOVERY POLICY AND PRACTICE
Recovering the costs of providing fee -related services directly influences the City’s fiscal health and increases the City’s ability to meet the service level expectations of fee payers.
The services for which the City imposes a user or regulatory fee typically derive from an individual person or entity’s action, request, or behavior. Therefore, except in cases where there is an overwhelming public benefit generated by the City’s involveme nt in the individual action, a fee for service ensures that the individual bears most, if not all, of the cost incurred by the City to provide that service . When a fee targets “100% or full cost recovery,” the individual bears the entirety of the cost. When a fee targets less than full cost recovery, another City revenue source – in most cases, the General Fund – subsidizes the individualized activity.
The City of Lake Forest maintains an adopted cost recovery policy. Summary information from the policy is included on the following page.
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CLEARSOURCE REPORT TO THE CITY OF LAKE FOREST 3
EXECUTIVE SUMMARY
COST RECOVERY
THRESHOLD CHARACTERISTIC OF THE SERVICE / ACTION
“NONE”
No Recovery of
the Costs of
Service
• Acute interest in protecting:
- Public safety
- Integrity of City infrastructure, assets, and operations - Vulnerable populations
• Collection of fees is not feasible or cost-effective
“VERY LOW”
Up to 25% of the
Full Cost of
Service
• Though characteristics of the service yield great public benefits, some level of fee on the individual is warranted to recognize value of the service provided and to support desired outcomes in either process or behavior
• Individualized service particularly relates to or impacts vulnerable populations • Services stem from community-led initiatives or events
“LOW”
26% to 50% of
the Full Cost of
Service
• The broader public greatly benefits from the individual service provided • Larger fee amounts may discourage compliance with City requirements • Market sensitivities may negatively impact demand for services deemed important to the character of the community
• City policy directs an influence on fee amounts for:
- Concern for low-income participation
- Concern for specific sectors, such as owner-occupied residences or small business - Priority for resident participation, versus non-resident
“MODERATE”
Greater than 50%
of the Full Cost of
Service
• While the individual benefits greatly from service provided, public benefit or public interest in compliance/participation is present
• Factors described in lower thresholds retain some influence • Though service benefits the individual to a high degree, fee levels should be sensitive to the encouragement of current City initiatives
“FULL”
100% of the Full
Cost of Service
• Service benefits the individual to a great degree
• Service is highly regulatory
• Fee amounts do not materially impact compliance or demand • Fee amounts for comparable service are in line with other regional communities • The City discourages the activity
“PENALTY”
Greater than Full
Cost
• Must be a fine/penalty for non-compliance with City code
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CLEARSOURCE REPORT TO THE CITY OF LAKE FOREST 4
EXECUTIVE SUMMARY
FINDINGS AND PROPOSED ACTION
During the course of study, information and analysis was generated and is discussed substantively throughout this report and its technical appendices. However, summarized in the following findings statements by broad fee category, are outcomes and proposals of particular interest to City policymakers.
Planning Fees
- Fixed fees have been recalibrated to align to the City’s current cost of service. - Time and materials deposit amounts have been adjusted to more closely reflect the anticipated cost of service.
Engineering Fees
- Fixed fees have been recalibrated to align to the City’s current cost of service. - Time and materials deposit amounts have been adjusted to more closely reflect the anticipated cost of service.
Building and Safety Fees
- Fees for new construction and tenant improvements have been consolidated to make the fee schedule easier to review and administer.
- The City’s current fees recover the City’s cost of service, so no increases are proposed to fees.
Culture, Leisure, and Recreation Fees
- Minor changes are proposed to ensure the fee schedule reflects services currently offered for the City’s various programs.
Fiscal Impact of Proposed Adjustments
The anticipated General Fund fiscal impact of the proposed non-inflationary changes included in the fee schedule update is $330,000.
Fairly allocating costs to the services provided and recovering some, or all, of these costs from service recipients creates value and predictability for City customers and reimburses the City for services provided to a single party, as compared to the public at large. Collecting fees for services:
Increases the availability of General Fund revenues to be used for services and activities available to all residents and businesses, such as public safety and public works services. Helps meet fee-payer service level expectations by collecting fees to fund the existing level of services provided.
Please continue to the following technical report and appendices for further discussion of this User and Regulatory Fee Study.
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CLEARSOURCE REPORT TO THE CITY OF LAKE FOREST 5
PROJECT OVERVIEW
SCOPE OF STUDY
The City of Lake Forest has completed a User and Regulatory Fee Study, which represents an external review of prevailing practices and development of a n updated Schedule of User Fees and Charges .
ClearSource Financial Consulting has prepared this analysis during Fiscal Year 2023/24 and will be available to answer questions as the City proceeds in implementing findings as it chooses.
Key tasks expected by the City from this study included the following:
Review eligible fee-related services citywide to establish the reasonable relationship between current fees for service and the underlying costs of service.
Calculate the full cost of service, including estimated citywide overhead costs. Recommend fees to be charged for each service.
Recommend cost recovery strategies and best practices in setting fees, while considering the complexities and demands of responsible programs or departments. Identify underlying billable rates for cost recovery opportunities and as the basis for user fees. Maintain a thoroughly documented analysis to ensure compliance with Proposition 26, and other statutes, as applicable.
DIRECT SERVICES UNDER REVIEW
Fee Categories
City fees under review in this project focused on direct services eligible for user fee methodology, as listed in the City’s published fee schedules . Additionally, the project was tasked with identifying any relevant additions for services performed without a fee or for under -quantified or ineffectively structured fees.
Current services shown in the City’s various prevailing fee schedules and addressed in this study are summarized as follows:
Planning – Services include entitlement review and permitting. Engineering – Services include encroachment permitting, development plan review and inspection. Building – Building plan review, permitting, and inspection for construction and sub-trades. Community Preservation – Review/permitting to encourage compliance with the Municipal Code. Culture, Leisure, and Recreation Fees – Program participation and reserved facility use. Administration and Finance – Records management activities.
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CLEARSOURCE REPORT TO THE CITY OF LAKE FOREST 6
PROJECT OVERVIEW
REASON FOR STUDY
Cities derive annual revenue from a numbe r of sources. These include, but are not limited to, property taxes, sales taxes, franchise fees, fines, rents, and user and regulatory fees. User and regulatory fees are intended to cover all, or a portion of, the costs incurred by a c ity for providing fee -related services and activities that are not otherwise provided to those not paying the fee.
California cities regularly conduct fee studies to justify fee amounts imposed and to optimize the overall body of revenues available to the municipality to fund its services. Widespread industry practice and fiscal conditions in the state have led most cities to link cost recovery for services of individual action, cause, or benefit to that individual through user fee revenue, relieving the agency’s general revenues for servic es of broader community benefit.
PREVAILING GUIDANCE
The objectives of this study, the methodology used to complete the study, and the formulation of outcomes and recommendations for future consideration were significantly influenced by Article 13C of the California Constitution and Section 66014 of the California Government Code.
Article 13C states that the local government bears the burden of proving by a preponderance of the evidence that a levy, charge, or other exaction is not a tax, that the amount is no more than necessary to cover the reasonable costs of the governmental act ivity, and that the manner in which those costs are allocated to a payer bear a fair or reasonable relationship to the payer’s burdens on, or benefits received from, the governmental activity. Additionally, Article 13C identifies the following as items th at are not defined as taxes:
A charge imposed for a specific benefit conferred or privilege granted directly to the payer that is not provided to those not charged, and which does not exceed the reasonable costs to the local government of conferring the benefit or granting the privilege. A charge imposed for a specific government service or product provided directly to the payer that is not provided to those not charged, and which does not exceed the reasonable costs to the local government of providing the service or product.
A charge imposed for the reasonable regulatory costs to a local government for issuing licenses and permits, performing investigations, inspections, and audits, enforcing agricultural marketing orders, and the administrative enforcement and adjudication thereof. A charge imposed for entrance to or use of local government property, or the purchase, rental, or lease of local government property.
A fine, penalty, or other monetary charge imposed by the judicial branch of government or a local government, as a result of a violation of law.
A charge imposed as a condition of property development.
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CLEARSOURCE REPORT TO THE CITY OF LAKE FOREST 7
PROJECT OVERVIEW
Assessments and property-related fees imposed in accordance with the provisions of Article XIII D.
Section 66014(a) of the California Government Code includes the following, “Notwithstanding any other provision of law, when a local agency charges fees for zoning variances; zoning changes; use permits; building inspections; building permits; …the process ing of maps under the provisions of the Subdivision Map Act…; or planning services…; those fees may not exceed the estimated reasonable cost of providing the service for which the fee is charged, unless a question regarding the amount of the fee charged in excess of the estimated reasonable cost of providing the services or materials is submitted to, and approved by, a popular vote of two-thirds of those electors voting on the issue.
The outcomes and recommendations of the study are intended to comply with applicable federal, state, and local laws including providing confirmation that the proposed fees (“charges”) recommended as a result of this study are not taxes as defined in Articl e 13C of the California Constitution and that the proposed fees are no more than necessary to the cover the reasonable costs of the City’s activities and services addressed in the fees. Additionally, this report is intended to show that the manner in which the costs are allocated to a payer bear a fair and reasonable relationship to the payer’s burdens on, or benefits received from the activities and services provided by the City.
METHODOLOGY AND DATA SOURCES
This study calculated the estimated reasonable cost of providing various fee -related services across the City organization. Generally, the estimated reasonable cost of providing the fee -related services and activities examined in this study can be calculated as the product of the composite fully-burdened hourly labor rate of the division responsible for providing services and the estimated labor time required to process a typical request for service.
The composite fully -burdened hourly rates calculated in this study are based on the estimated annual hours spent providing fee related services, and estimated labor, services and supplies, and citywide overhead expenditures, sourced as follows:
Labor expenditures for in-house personnel were based on budgeted salary and benefits expenditures. Contract service personnel and other services and supplies related costs were based on Fiscal Year 2023/24 adopted budgets and anticipated costs.
Citywide overhead cost allocations were based on the City’s current overhead cost allocation plan. Estimated labor time spent providing fee related services were developed based on interviews with City staff and are in-line with typical direct service ratios experienced by the consultant via studies of similar municipalities throughout California . Commonly used industry data also aided in the development of time estimates and proposed fee structures.
Once cost of service levels are identified, the City may use this information to inform tar geted cost recovery from fees. Fees set at the cost-of-service target full cost recovery. Fees set at any amount less than the cost-of-service target less than full cost recovery.
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CLEARSOURCE REPORT TO THE CITY OF LAKE FOREST 8
PROJECT OVERVIEW
An illustration of the methods used in this analysis is shown in Exhibit 2.
EXHIBIT 2 | STEPS IN ANALYZING COSTS OF SERVICE AND USER FEES
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CLEARSOURCE REPORT TO THE CITY OF LAKE FOREST 9
IMPLEMENTATION
CONSIDERATIONS FOR IMPLEMENTATION
If the City decides to adopt or otherwise utilize outcomes generated through this study, it should:
Update Systems for Fee Outcomes – Ensure that City staff begin using updated fees and associated outcomes once the updated schedule of fees becomes effective. Values should be included in all official fee schedules used throughout the City (e.g., departmental pamphlets, counter schedules, and online information). Additionally, ensure collections processes are updated, which may include coding in billing systems and training for personnel who handle fees directly with the public. Actively Monitor the Use of Fees – In order to recover accurate and eligible amounts expected, the City should be diligent about tracking time to projects for time and materials billings and ensuring fees are applied in the correct amount and using the correct and intended basis for fixed fee billings. Monitor Feedback and Permit Statistics – Monitor permit and application volume and applicant feedback to determine if fee modifications are resulting in any unanticipated changes in project frequency and to increase the level of detail available for revenue forecasting. Annually Review and Adjust Fee Values – In order to generally maintain pace with regional cost inflation and/or the City’s salary cost inflation, the City should adjust its fees on an annual basis . A commonly used, reasonable inflation index is the annual change in the all-urban Consumer Price Index (CPI) representative of the region.
Periodically Perform Comprehensive Analysis – A comprehensive fee study should be conducted periodically (e.g., every three to five years) to ensure fee levels remain at or below legal limits and are consistent with evolving service practices and local conditions.
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CLEARSOURCE REPORT TO THE CITY OF LAKE FOREST 10
APPENDIX A
COST OF SERVICE ANALYSIS
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User and Regulatory Fees
Fee-Related Cost of Service Analysis
Appendix A: p. 1
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Services / Activities / Subject Matter Page
Planning, Engineering, Building and Safety Program Area 3 Planning Support 4
Current Planning 6
Engineering, Inspection, and Environmental Services 14
Building and Safety 23
Community Preservation 27
Advanced Planning / General Plan Update 29
Development Services Technology 31
Hourly Rate Calculations for Development Related Deposit Based Billings 33 Culture, Leisure, and Recreation Area 36
Risk Management Fees 44
Citywide Overhead (Indirect Cost Rate) 48
City of Lake Forest
Cost of Service Analysis
Appendix A: p. 2
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Cost of Service Analysis
Planning, Engineering, Building and Safety Program Areas Appendix A: p. 3
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Cost of Service Analysis - Planning Support
Appendix A: p. 4
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City of Lake Forest
User and Regulatory Fee Study
Allocation of Costs - Planning Support
Allocation of Program Administration Expenditures
Description Total Notes
Program 501 - Planning Support 296,545$ [a] Total 296,545$
Allocation of Expenditures
Description Share Total Notes
Current Planning 20% 59,309$ [b]
Advanced Planning 20% 59,309$ [b]
Building and Safety Services 25% 74,136$ [b] Community Preservation 25% 74,136$ [b]
Other 10% 29,655$ [b]
Total 100% 296,545$
[a] Source: FY 23/24 adopted budget
[b] Source: Allocations will vary from year-to-year depending on City Council priorities, changes in legislation, and development activity. Amounts intended to serve as reasonable estimates.
Appendix A: p. 5
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471
Cost of Service Analysis - Current Planning
Appendix A: p. 6
Item: 15
472
City of Lake Forest
User and Regulatory Fee Study
Allocation of Annual Labor Effort - Current Planning
Position Hourly [a] Monthly [a] Yearly [a] FTE
Yearly
Aggregate
Total Hours
Per FTE
Less: Holiday
& Leave
Productive
Hours Per
FTE
Total
Productive
Hours Notes
Director of Community Dev $94 $16,358 $196,296 0.20 $39,259 2,080 216 1,864 373 [a],[b] Asst Dir of Community Dev $81 $14,105 $169,260 0.20 $33,852 2,080 216 1,864 373 [a],[b] Senior Planner $55 $9,502 $114,024 2.25 $256,554 2,080 216 1,864 4,194 [a],[b] Assistant Planner $40 $6,893 $82,716 1.00 $82,716 2,080 216 1,864 1,864 [a],[b] Total 3.65 $412,381 6,804
Allocation of Productive Hours [b]
Description Allocation Total
Indirect 40% 2,721
Direct 60% 4,082
Total 100% 6,804
Contract Services
Description Total Notes
Annual Contract Services 275,000$ [c]
Contract Services Share Est. Hrly Cost Notes
Planning Contract Services 100% 140$ [d]
Description Total Indirect Direct Indirect Direct Total Notes Contract Service Hours 1,964 5% 95% 98 1,866 1,964 [b] Divisional Total
Position Indirect Direct Total Notes
In-House Staffing 2,721 4,082 6,804
Contract Services 98 1,866 1,964
Total 2,820 5,948 8,768
Total 32% 68% 100%
[a] Source: FY 23/24 authorized positions.
[b] Direct/Indirect hours are intended to serve as reasonable estimates. Amounts will vary from year-to-year depending on activity, projects, and City Council priorities. [c] Source: FY 23/24 adopted budget.
[d] Amounts intended to serve as reasonable estimates of current market rates for contract planning services. Amounts may vary by consultant position and project.
Appendix A: p. 7
Item: 15
473
City of Lake Forest
User and Regulatory Fee Study
Fully-Burdened Hourly Rate Calculation - Current Planning Description Expenses Adjustment Subtotal Notes
Current Planning Services [a]
Full Time Wages 429,300$ -$ 429,300$ Part Time Wages 36,600$ -$ 36,600$ Overtime 5,000$ -$ 5,000$ Employee Allowances 1,900$ -$ 1,900$ Group Insurance 69,500$ -$ 69,500$ Medicare 6,800$ -$ 6,800$ Retirement Contribution 45,200$ -$ 45,200$ Retirement Contribution - Part Time 400$ -$ 400$ Professional Services Reimbursable 275,000$ -$ 275,000$ Memberships And Dues 1,963$ -$ 1,963$ Certification 155$ -$ 155$ Training 4,500$ -$ 4,500$ Meetings 390$ -$ 390$ Office Supplies 500$ -$ 500$ Program Supplies 4,635$ -$ 4,635$ Uniforms 300$ -$ 300$ Books and Publications 500$ -$ 500$ Printing And Binding 515$ -$ 515$ Mileage Reimbursement 300$ -$ 300$ Total 883,458$ -$ 883,458$ Citywide Overhead
Description C'wide OH Rate C'wide OH Base C'wide OH Alloc Notes Estimated Citywide Overhead 24% 883,458$ 212,030$ [b] Estimated Citywide Overhead to Private Dev 883,458$ 212,030$ Program Administration
Description Total Notes
Allocation of Program Administration 59,309$ [c] Total 59,309$
Total Allocable Expenditures
Description Amount % of Total Notes
Current Planning 883,458$ 77%
Program Administration 59,309$ 5%
Estimated Citywide Overhead 212,030$ 18%
Total 1,154,797$ 100%
Appendix A: p. 8
Item: 15
474
City of Lake Forest
User and Regulatory Fee Study
Fully-Burdened Hourly Rate Calculation - Current Planning Allocation of Annual Labor Effort
Description Total Total Notes
Indirect: General Admin; Mgmt; Policies; Procedures; Training; Public Info 32% $371,370 [d] Direct: Current Planning, Entitlement Review, Permitting, Plan Review 68% $783,427 [d] Total 100% $1,154,797
Direct Cost Allocation
Description Total Total Notes
Direct: Current Planning, Entitlement Review, Permitting, Plan Review 90% $1,039,317 [d] Direct: Building Permit Plan Review 10% $115,480 [d]
Total 100% $1,154,797
Revenue Summary [a]
Budget Unit Acct Desc FY 20/21 Actual FY 21/22 Actual
Multi-Year
Average FY 23/24 Budget Notes
101-511-33000-00000 Planning and Zoning Fees $882,828 $672,380 $777,604 $300,000 [e] 101-511-33010-00000 Address Assignment $0 $7,875 $3,938 $4,800 [e] Total $882,828 $680,255 $781,541 $304,800
Planning Fees Cost Recovery
Description Total
Revenue $781,541
Costs $1,039,317
Cost Recovery Rate 75%
General Fund Subsidy $257,776
Calculation of Fully-Burdened Hourly Rate for Planning Fee-Related Services Description Total
Costs $1,154,797
Direct Hours 5,948
Fully-Burdened Hourly Rate $194
Rounded Rate for Deposit-Based Billings and Fee Setting $190 Appendix A: p. 9
Item: 15
475
City of Lake Forest
User and Regulatory Fee Study
Fully-Burdened Hourly Rate Calculation - Current Planning Calculation of Cost Multiplier for Fully-Burdened Hourly Rate (Apply to Base Salary Cost Per Hour) Description FTE
Annual Hours
Per FTE
Total Annual
Hours
Estimated
Salaries
Hourly Wage
Rate Only
Assuming Total
Annual Hours
Fully-Burdened
Hourly Billing
Rate
Indirect Cost
Rate Multiplier
(ICR)
Current Planning 3.65 2,080 7,592 $412,381 $54 $190 3.50 Calculation of Fully-Burdened Hourly Rate by Position
Position Total Salaries Total FTE
Avg Salary
Per FTE
Avg Salary
Per Hour
ICR for Fully-
Burdened
Hourly Rate
Fully-Burdened
Hourly Rate
Director of Community Dev $39,259 0.20 196,296$ $94 3.50 330$ Asst Dir of Community Dev $33,852 0.20 169,260$ $81 3.50 285$ Senior Planner $256,554 2.25 114,024$ $55 3.50 192$ Assistant Planner $82,716 1.00 82,716$ $40 3.50 139$ Notes:
[a] Source: FY 23/24 adopted budget.
[b] Calculation based on citywide overhead as a percent of net operating expenses. [c] See separate worksheet. Allocations will vary from year-to-year depending on City Council priorities, changes in legislation, and development activity. Amounts intended to serve as reasonable estimates. [d] Allocations will vary from year-to-year depending on City Council priorities, changes in legislation, and development activity. Amounts intended to serve as reasonable estimates. [e] Source: Actual revenue history and FY 23/24 adopted budget.
Appendix A: p. 10
Item: 15
476
City of Lake Forest
User and Regulatory Fee Study
Cost of Service Calculation - Planning Fees
Fee Description
Labor
Hours
Hourly
Rate
Cost of
Service Current Fee
Current
Cost
Recovery Proposed Fee
Proposed
Cost
Recovery
Proposed Fee
Structure Note
1 Accessory Dwelling Unit (ADU) Permits 3.5 x $190 = $665 $519 78% $665 100% Fixed Fee 2 Address Assignment / Address Change
a) Single Address - Change of Address / Address Assignment 1.5 x $190 = $285 $223 78% $285 100% Fixed Fee b) Multiple Addresses - Change of Addresses / New Assignment Deposit x $190 = varies $2,500 78% $3,000 100% Deposit c) Street Name Assignment Deposit x $190 = varies $2,500 78% $3,000 100% Deposit 3 Adult Business License
a) Adult Business License 10.00 x $190 = $1,900 $1,485 78% $1,900 100% Fixed Fee b) Performer License 1.00 x $190 = $190 $148 78% $190 100% Fixed Fee 4 Appeal
a) Appeal to Planning Commission 20.00 x $190 = $3,800 $1,500 Base Fee, plus $5,000 deposit to cover attorney and consultant costs
78% $1,500 Base Fee, plus $5,000 deposit
to cover attorney and consultant costs
25% in-
house;
100%
contract
Fixed Fee, plus
pass-through
[a]
b) Appeal to City Council 20.00 x $190 = $3,800 $1,500 Base Fee, plus $5,000 deposit to cover attorney and consultant costs
78% $1,500 Base Fee, plus $5,000 deposit
to cover attorney and consultant costs
25% in-
house;
100%
contract
Fixed Fee, plus
pass-through
[a]
5 Area Plan Deposit x $190 = varies $10,000 78% $12,000 100% Deposit 6 Changed Plan
a) Administrative Review 5.00 x $190 = $950 $742 78% $950 100% Fixed Fee b) Planning Commission Review Deposit x $190 = varies $2,500 78% $3,000 100% Deposit 7 Cyber Café License Fee 2.00 x $190 = $380 varies $380 100% Fixed Fee 8 Determination of Public Convenience or Necessity Deposit x $190 = varies $2,500 78% $3,000 100% Deposit 9 Development Agreement Deposit x $190 = varies $10,000 78% $12,000 100% Deposit 10 Donation Collection Box (DCB) Permit
a) Permit Application 2.00 x $190 = $380 $297 78% $380 100% Fixed Fee b) Permit Renewal 1.00 x $190 = $190 $148 78% $190 100% Fixed Fee 11 Entertainment Permit
a) Entertainment Permit 2.00 x $190 = $380 $297 78% $380 100% Fixed Fee b) Entertainment Permit - Renewal 2.00 x $190 = $380 $297 78% $380 100% Fixed Fee 12 Environmental Review (Initial Study/Neg Dec./EIR, etc.) Deposit x $190 = varies Deposit TBD T&M plus 15% admin fee
78% Deposit TBD
T&M plus 15% admin fee
100% Deposit
13 Eucalyptus Tree Cutting Permit 2.0 x $190 = $380 $0 (No Charge) 0% $0 (No Charge) 0% No charge 14 Feature Plan Deposit x $190 = varies $10,000 78% $12,000 100% Deposit 15 General Plan Amendment Deposit x $190 = varies $10,000 78% $12,000 100% Deposit 16 Noise Standard Deviation Application Review 4.0 x $190 = $760 n/a - new n/a - new $760 100% Fixed Fee Appendix A: p. 11
Item: 15
477
City of Lake Forest
User and Regulatory Fee Study
Cost of Service Calculation - Planning Fees
Fee Description
Labor
Hours
Hourly
Rate
Cost of
Service Current Fee
Current
Cost
Recovery Proposed Fee
Proposed
Cost
Recovery
Proposed Fee
Structure Note
17 Orange County Fire Authority Permit Administrative Fee 0.25 x $190 = $48 $37 78% $48 100% Fixed Fee 18 Outdoor Vending Permit
a) Initial 4.00 x $190 = $760 $594 78% $760 100% Fixed Fee b) Renewal 1.50 x $190 = $285 $223 78% $285 100% Fixed Fee 19 Peer-Reviewed Technical Studies Deposit x $190 = varies Deposit TBD T&M plus 15% admin fee
78% Deposit TBD
T&M plus 15% admin fee
100% Deposit
20 Planned Sign Program
a) Planned Sign Program (Administrative Review) Deposit x $190 = varies $445 78% $540 100% Deposit b) Planned Sign Program (Planning Commission Review) Deposit x $190 = varies $2,500 78% $3,000 100% Deposit b) Minor Planned Sign Program (Planning Commission Review) Deposit x $190 = varies $2,500 c) Planned Sign Program (Planning Commission Review) Deposit x $190 = varies $2,500 21 Pre-Application Deposit x $190 = varies $2,500 78% $3,000 100% Deposit 22 Project Consultation (Prior to Application Submittal) (For consultations exceeding two hours)
Deposit x $190 = varies $500 78% $600 100% Deposit [b]
23 Review of By-Right Multi-family Residential Project $2,500 78% $3,000 Deposit [c] 24 Shopping Cart
a) Shopping Cart Retrieval Plan 1.0 x $190 = $190 $0 (No Charge) b) Shopping Cart Containment Plan Deposit x $190 = varies $296 24 Single Season Sales (e.g. Agricultural, Seasonal Event, etc.) a) Agricultural Sales 1.00 x $190 = $190 $148 78% $190 100% Fixed Fee b) Other Seasonal Events (e.g. Christmas Tree, Pumpkin) 1.00 x $190 = $190 $148 78% $190 100% Fixed Fee 25 Site Development Permit
a) Administrative Review Deposit x $190 = varies $2,500 78% $3,000 100% Deposit [d] b) Planning Commission Review Deposit x $190 = varies $5,000 78% $6,000 100% Deposit [d] c) Not Exempt from CEQA $10,000 78% $12,000 Deposit [d] 26 Special Event Permit Application Review 2.5 x $190 = $475 $371 78% $475 100% Fixed Fee 27 Specific Plan Deposit x $190 = varies $10,000 78% $12,000 100% Deposit 28 Temporary Outdoor Promotion Permit Application Review 1.0 x $190 = $190 $148 78% $190 100% Fixed Fee 29 Temporary Promotional Wall Banner Permit
a) Non-Commercial 1.00 x $190 = $190 $0 (No Charge) 0% $0 (No Charge) 0% Fixed Fee b) Commercial 1.00 x $190 = $190 $74 39% $95 50% Fixed Fee 30 Tentative Map
a) Tentative Parcel Map (TPM) Deposit x $190 = varies $7,500 78% $9,000 100% Deposit b) Tentative Tract Map (TTM) Deposit x $190 = varies $10,000 78% $12,000 100% Deposit c) Revised TPM / TTM Deposit x $190 = varies $5,000 78% $6,000 100% Deposit Appendix A: p. 12
Item: 15
478
City of Lake Forest
User and Regulatory Fee Study
Cost of Service Calculation - Planning Fees
Fee Description
Labor
Hours
Hourly
Rate
Cost of
Service Current Fee
Current
Cost
Recovery Proposed Fee
Proposed
Cost
Recovery
Proposed Fee
Structure Note
31 Use Permit
a) Minor Deposit x $190 = varies $2,500 78% $3,000 100% Deposit b) Major Deposit x $190 = varies $5,000 78% $6,000 100% Deposit c) Not Exempt from CEQA $10,000 78% $12,000 Deposit
32 Variance Deposit x $190 = varies $5,000 78% $6,000 100% Deposit 33 Wireless Communication Facilities (WCF) Permit (per WCF) 5.00 x $190 = $950 $742 78% $950 100% Fixed Fee 34 Zone Change Deposit x $190 = varies $10,000 78% $12,000 100% Deposit 35 Zoning Confirmation Letter 1.25 x $190 = $238 $186
36 Zoning Verification Letter
a) Standard Property Information 1.75 x $190 = $333 $260 b) Standard Property Information w/ Add'l Research Required Deposit x $190 = varies $750 35 Zoning/Property Information Letter
a) Zoning/Property Information Letter - Basic 1.75 x $190 = $333 $260 78% $333 100% Fixed Fee [e] b) Zoning/Property Information Letter - Comprehensive Deposit x $190 = varies $750 78% $750 100% Deposit 36 Credit Card Transaction Fee 3% - Direct pass-through to vendor 100% 3% - Direct pass-through to vendor 100% Fixed Fee 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) 1.0 x $190 = $190 $148 78% $190 100% per hour b) Engineering/Inspection In-House Development Review $164 varies $183 100% per hour c) Building and Safety Program Development Review $145 varies $145 100% per hour d) City Clerk Program Development Review $81 varies $158 100% per hour e) City Manager Program Development Review $105 varies $178 100% per hour f) Community Services Support Development Review $182 varies $211 100% per hour g) Finance Development Review Support $87 varies $121 100% per hour h) IT / GIS Development Review Support $109 varies $121 100% per hour i) Community Preservation Development Review Support $81 varies $126 100% per hour j) Police / Law Enforcement Development Review Support $93 varies $138 100% per hour [f] k) Contract Service Support (e.g. Attorney, Contract Engineering, etc.)
T&M plus 15% administrative fee T&M plus 15% administrative fee 100% per hour [a] City fee for in-house support will be fixed at $1,500 (partial cost recovery). City will pass-through all eligible contract service support costs (e.g. contract Planning, City Attorney, etc.). [b] No fee applies for first two hours. For discussions requiring more than two total hours of staff consultation, a deposit account shall be opened. [c] Requires review of Objective Design Standards, Affordability Covenant, Applicable State Codes/Laws. [d] As determined by the Director of Development Services. [e] Requests for basic property information include up to 1.75 hours of staff time. [f] Or pass-through of Orange County Sheriff Department hourly billing rate for staff support.
Appendix A: p. 13
Item: 15
479
Cost of Service Analysis - Engineering, Inspection, and Environmental Services Appendix A: p. 14
Item: 15
480
City of Lake Forest
User and Regulatory Fee Study
Allocation of Costs - Engineering Support
Allocation of Program Administration Expenditures
Description Total Notes
Program 551 - Engineering Support 300,000$ [a] Total 300,000$
Allocation of Expenditures
Description Share Total Notes
Engineering Service 50% 150,000$ [b]
Inspection Services 50% 150,000$ [b]
Total 100% 300,000$
[a] Source: FY 23/24 adopted budget
[b] Source: Allocations will vary from year-to-year depending on City Council priorities, changes in legislation, and development activity. Amounts intended to serve as reasonable estimates.
Appendix A: p. 15
Item: 15
481
City of Lake Forest
User and Regulatory Fee Study
Allocation of Annual Labor Effort - Engineering Inspection Services Position Hourly [a] Monthly [a] Yearly [a] FTE
Yearly
Aggregate
Total Hours
Per FTE
Less: Holiday
& Leave
Productive
Hours Per
FTE
Total
Productive
Hours Notes
Engineering Services Manager/Assistant City Engineer$79 $13,761 $165,132 0.20 $33,026 2,080 216 1,864 373 [a],[b] Senior Permit Technician $36 $6,244 $74,928 1.00 $74,928 2,080 216 1,864 1,864 [a],[b] Principal Civil Engineer $72 $12,467 $149,604 0.15 $22,441 2,080 216 1,864 280 [a],[b] Total 1.35 $130,395 2,516
Allocation of Productive Hours [b]
Description Allocation Total
Indirect 25% 629
Direct 75% 1,887
Total 100% 2,516
[a] Source: FY 23/24 authorized positions.
[b] Direct/Indirect hours are intended to serve as reasonable estimates. Amounts will vary from year-to-year depending on activity, projects, and City Council priorities.
Appendix A: p. 16
Item: 15
482
City of Lake Forest
User and Regulatory Fee Study
Cost Recovery Analysis - Public Works Allocation of Department Administration Expenditures Program Area Expenses [a]
Description Expenses Adjustment Subtotal Notes
Inspection Services
Full Time Wages 137,000$ -$ 137,000$ Employee Allowances 1,300$ -$ 1,300$ Group Insurance 25,700$ -$ 25,700$ Medicare 1,900$ -$ 1,900$ Retirement Contribution 17,000$ -$ 17,000$ Retirement Contribution - Part Time -$ -$ -$ Professional Services Reimbursable 940,000$ -$ 940,000$ Total 1,122,900$ -$ 1,122,900$ Citywide Overhead
Description C'wide OH Rate C'wide OH Base C'wide OH Alloc Notes Estimated Citywide Overhead 24.0% 1,122,900$ 269,496$ [b] Estimated Citywide Overhead to Private Dev 1,122,900$ 269,496$ Program Support (Department Administration)
Description Total Notes
Allocation of Program Administration 150,000$ [b] Total Allocable Expenditures
Description Amount % of Total Notes
Direct Costs 1,122,900$ 73%
Program Administration 150,000$ 10%
Estimated Citywide Overhead 269,496$ 17%
Total 1,542,396$ 100%
Appendix A: p. 17
Item: 15
483
City of Lake Forest
User and Regulatory Fee Study
Cost Recovery Analysis - Public Works Allocation of Department Administration Expenditures Revenue Summary [a]
Budget Unit Acct Desc FY 20/21 Actual FY 21/22 Actual FY 23/24 Budget Notes 101-561-32300-00000 Encroachment Permit $100,000 [e]
101-561-33100-00000 Developer Plan Check $540,000 [e]
101-561-33200-00000 Map Checking $0 [e]
101-561-33210-00000 Lot Line Adjustments $0 [e]
101-561-33220-00000 Improvement Plan Inspection $200,000 [e] 101-561-33230-00000 Grading Plan Check Inspection $0 [e] 101-561-33245-00000 Easement Plan Check $0 [e]
100.000.442.001 Engineering Fees $2,344,370 $1,648,302 [e] 100.000.442.002 Parking Permit Fees $24,220 $23,840 [e] Total $2,368,590 $1,672,142 $840,000
Engineering Fees Cost Recovery
Description Total Note
Revenue $840,000
Costs $1,542,396
Cost Recovery Rate 54%
General Fund Subsidy $702,396
Appendix A: p. 18
Item: 15
484
City of Lake Forest
User and Regulatory Fee Study
Cost Recovery Analysis - Public Works Allocation of Department Administration Expenditures Calculation of Program Overhead Rate Assuming Administrative Rate Applied to Contract Service Billings Only (e.g., no in-house direct billing) Description Amount Notes
Direct Services Reimbursable 940,000$
All Other Program Costs 602,396$
Program Indirect Cost Rate (as % of contract svc cost) 64% Amount Reimbursable from Pass-Through Billings Using Current Administrative Rate Description Rate Amount Notes
Contract Services 940,000$
Plus: Admin Overhead Rate 15% 141,000$
Total 1,081,000$
Amounts Remaining for Recovery from In-House Staff Via Hourly Billings or Share of Fixed Fee Services Description Rate Amount Notes
Total Costs 1,542,396$
Less: Amount Reimbursable from Contract Billings 1,081,000$ Total 461,396$
Calculation of Fully-Burdened Rate
Description Amount Notes
Total Costs 461,396$
Productive Hours 2,516
Hourly Rate 183$
Calculation of Cost Multiplier for Fully-Burdened Hourly Rate (Apply to Base Salary Cost Per Hour) Description FTE
Annual Hours Per
FTE
Total Annual
Hours Estimated Salaries
Hourly Wage Rate
Only Assuming
Total Annual
Hours
Fully-Burdened
Hourly Billing Rate
Indirect Cost Rate
Multiplier (ICR) Note
Engineering Inspection In-House 1.35 2,080 2,808 $130,395 $46 183$ 3.94 [c] Calculation of Fully-Burdened Hourly Rate by Position
Position Total Salaries Total FTE
Avg Salary
Per FTE
Avg Salary
Per Hour
ICR for Fully-
Burdened Hourly
Rate
Fully-Burdened
Hourly Rate
Engineering Services Manager/Assistant City Engineer $33,026 0.20 165,132$ $79 3.94 313$ Senior Permit Technician $74,928 1.00 74,928$ $36 3.94 142$ Principal Civil Engineer $22,441 0.15 149,604$ $72 3.94 283$ [a] Source: FY 23/24 Adopted Budget.
[b] See separate worksheet for calculation summary.
[c] Indirect cost multiplier for Engineering services is higher than rate for other departments, because contract service admin rate is set to 15%. Additional eligible costs are recovered via in-house billings.
Appendix A: p. 19
Item: 15
485
City of Lake Forest
User and Regulatory Fee Study
Cost of Service Calculation - Public Works Fees
Fee Description Labor Hours
Hourly
Rate
Cost of
Service Current Fee
Current
Cost
Recovery Proposed Fee
Proposed
Cost
Recovery
Proposed Fee
Structure Note
1 Map Checking Deposit varies $3,500 varies $5,000 100% Deposit 2 Lot Line Adjustments Deposit varies $2,000 varies $5,000 100% Deposit 3 Improvement Plan Check and Inspection Deposit varies $2,500 varies $5,000 100% Deposit 4 Grading Plan Check and Inspection Deposit varies $2,500 varies $5,000 100% Deposit 5 Encroachment Permit Inspection (Annual) Deposit varies $1,500 varies $5,000 100% Deposit 6 Easement Plan Check Deposit varies $1,500 varies $5,000 100% Deposit 7 Water Quality Management Plan Deposit varies $1,000 varies $5,000 100% Deposit 8 General Encroachment Permit
(for Work Expected to Last No More Than Two Days)
[a]
a) Base Fee - Up to Two Days 3.5 x $183 = $641 $350 55% $641 100% Fixed Fee b) Each Additional Day 1.5 x $183 = $275 $140 51% $275 100% Fixed Fee 9 General Encroachment Permit
(for Work Expected to Last More Than Two Days)
Deposit varies $750 varies $825 100% Deposit [a]
10 Encroachment Permit - Minor Traffic Control Review
(per page; per sheet)
a) 1st page; 1st sheet 1.00 x $190 = $190 varies varies $190 100% Fixed Fee b) Each Additional page/sheet 0.50 x $190 = $95 varies varies $95 100% Fixed Fee 11 Retroactive Permit for Front Yard Improvements In City Right- of-Way (behind sidewalk)
1.0 x $183 = $183 $0 (No Charge) 0% $0 (No Charge) 0% No charge [b] 12 Construction and Demolition Materials Management Plan - Application Plan Review and Deposit Administration Fee
0.75 x $183 = $137 $124 plus Deposit 70% $137 plus Deposit 100% Fixed Fee plus Deposit
13 Sidewalk Vending Permit
a) Initial 1.0 x $183 = $183 $164 90% $183 100% Fixed Fee b) Renewal 0.5 x $183 = $92 $82 90% $92 100% Fixed Fee
14 Transportation Permit
a) Single Trip n/a n/a $16 n/a $16 n/a Fixed Fee [c]
b) Annual n/a n/a $90 n/a $90 n/a Fixed Fee [c]
15 Expand the Forest Cost of tree and
install
= $125 $93 75% $125 100% Fixed Fee [d]
16 Credit Card Transaction Fee 3% - Direct pass-through to vendor 0% 3% - Direct pass-through to vendor 100% Fixed Fee 17 Work Without a Permit or Work Beyond Scope of Permit 2x Permit Fee 2x Permit Fee Fixed Fee 18 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
1.0 x $183 = $183 $164 90% $183 100% per hour
b) Contract Service Support (e.g. Attorney, Contract
Engineering, etc.)
T&M plus 15% administrative fee T&M plus 15% administrative fee 100% per hour Appendix A: p. 20
Item: 15
486
City of Lake Forest
User and Regulatory Fee Study
Cost of Service Calculation - Public Works Fees
Fee Description Labor Hours
Hourly
Rate
Cost of
Service Current Fee
Current
Cost
Recovery Proposed Fee
Proposed
Cost
Recovery
Proposed Fee
Structure Note
Note: Deposit amounts listed are typical minimum amounts. The City reserves the right to request a adjusted/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. [c] Fee is intended to mirror amounts established by State of California. [d] 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.
Appendix A: p. 21
Item: 15
487
City of Lake Forest
User and Regulatory Fee Study
Cost of Service Calculation - Parking Permit Fees
Fee Description Labor Hours
Hourly
Rate
Cost of
Service Current Fee
Current
Cost
Recovery Proposed Fee
Proposed
Cost
Recovery
Proposed Fee
Structure Note
1 Parking Permit
a) Resident Parking Permit 0.25 x $142 = $36 $20 56% $20 56% per year [a] b) Oversized Commercial Vehicle Parking Permit 0.25 x $142 = $36 $40 113% $40 113% per year c) Recreational Vehicle Parking Permit $0 (No Charge) 0% $0 (No Charge) 0% no charge d) Commercial Passenger Van (e.g. Sprinter Van) Parking Permit
$0 (No Charge) 0% $0 (No Charge) 0% no charge
e) Guest Parking (Online) $0 (No Charge) 0% $0 (No Charge) 0% no charge [a] Fee amount represents 50% of City permit processing costs.
Appendix A: p. 22
Item: 15
488
Cost of Service Analysis - Building and Safety
Appendix A: p. 23
Item: 15
489
City of Lake Forest
User and Regulatory Fee Study
Cost Recovery Analysis - Building and Safety
Description Expenses Adjustment Subtotal Notes
Building and Safety Services [a]
Full Time Wages 90,100$ -$ 90,100$ Employee Allowances 1,900$ -$ 1,900$ Group Insurance 11,400$ -$ 11,400$ Medicare 1,300$ -$ 1,300$ Retirement Contribution 10,500$ -$ 10,500$ Professional Services 1,205,000$ -$ 1,205,000$ Office Supplies 500$ -$ 500$ Program Supplies 2,000$ -$ 2,000$ Books And Publications 500$ -$ 500$ Equipment, Furnishings and Small Tools 4,800$ -$ 4,800$ Printing And Binding 2,060$ -$ 2,060$ Total 1,330,060$ -$ 1,330,060$ Citywide Overhead
Description C'wide OH Rate C'wide OH Base C'wide OH Alloc Notes Estimated Citywide Overhead 24% 1,330,060$ 319,214$ [b] Estimated Citywide Overhead to Private Dev 1,330,060$ 319,214$ Program Support (Department Administration)
Description Total Notes
Allocation of Department Administration 74,136$ [c] Total 74,136$
Cost Recovery Analysis
Description Total Notes
Expenditures
Direct Divisional Expenditures 1,330,060$
Departmental Administration 74,136$
Allocation of Citywide Overhead 319,214$
Planning Building Plan Review 115,480$ [c] Advanced Planning Support to Building Process 233,333$ [d] Permit Processing / Land Mgmt Technology 105,000$ [e] Engineering Building Plan Review 46,140$ [e] Direct Finance Support to Bldg 108,576$ [f] Subtotal 2,331,939$
Revenues
Building Permit/Developer Bldg Permit Fees 1,865,000$
Building PC/Developer PC Fees 380,000$
Sign Permits 1,000$
Subtotal 2,246,000$
General Fund Subsidy 85,939$
Cost Recovery % 96%
Appendix A: p. 24
Item: 15
490
City of Lake Forest
User and Regulatory Fee Study
Cost Recovery Analysis - Building and Safety
Notes:
[a] Source: FY 23/24 adopted budget.
[b] Calculation based on citywide overhead as a percent of net operating expenses. [c] See separate worksheet. Allocations will vary from year-to-year depending on City Council priorities, changes in legislation, and development activity. Amounts intended to serve as reasonable estimates. [d] Includes annualized costs of preparing plans and reports to inform development application review. Amounts are intended to serve as reasonable estimates. [e] Includes annualized costs of permitting software/land management system to process and track permit and plan review process. [f] Assumes direct support received from accounting technician position, not budgeted directly to this division.
Appendix A: p. 25
Item: 15
491
City of Lake Forest
User and Regulatory Fee Study
Cost of Service Calculation - Building and Safety
Hourly Rate for Fee Establishment
Description Hourly Rate Notes
Current Hourly Rates Used for Fee Setting 145$ [a] Current Cost Recovery from Fees 96% [b]
Full Cost Recovery Hourly Rate 151$
Target Hourly Rate for Fee Setting 145$ [c] Notes:
[a] Source: Primary rate used in FY 23/24 Fee Schedule adopted June 21, 2022. [b] See cost recovery analysis.
[c] Current fees recover the City's cost of service. No increases recommended to building fees.
Appendix A: p. 26
Item: 15
492
Cost of Service Analysis - Community Preservation Fees
Appendix A: p. 27
Item: 15
493
City of Lake Forest
User and Regulatory Fee Study
Cost of Service Calculation - Community Preservation Fees Fee Description Labor Hours Hourly Rate Cost of Service Current Fee Current Cost
Recovery Proposed Fee
Proposed Cost
Recovery
Proposed Fee
Structure Note
1 Massage Establishment Permit Application
a) Initial 4.0 x $126 = $504 $405 80% $500 99% Fixed Fee b) Renewal 4.0 x $126 = $504 $405 80% $500 99% Fixed Fee 2 Massage Establishment Appeal 4.0 x $126 = $504 n/a n/a - new $500 99% Fixed Fee 3 Shopping Cart Containment Plan 3.0 x $126 = $378 $296 Deposit n/a - new $375 99% Fixed Fee Appendix A: p. 28
Item: 15
494
Cost of Service Analysis - Advanced Planning / General Plan Update Appendix A: p. 29
Item: 15
495
City of Lake Forest
User and Regulatory Fee Study
Cost of Service Calculation - General Plan Update / Advanced Planning Amortized Annual Costs Estimated Expenditures
Description Total
Amortization /
Update
Frequency Annual Cost Notes
General Plan Update 2,000,000$ 15 133,333$ [a] Housing Element 200,000$ 4 50,000$ [a] Zoning Code 50,000$ 1 50,000$ [a] Advanced Planning Annual In-House Labor Costs 234,900$ 1 234,900$ [b] Total - Labor Expenditures 2,250,000$ 233,333$
Notes:
[a] Source: Conservative estimates of update costs. Estimated by consultant based on information provided by City staff and recent interviews with similar communities. [b] Source: FY 23/24 adopted budget.
Appendix A: p. 30
Item: 15
496
Cost of Service Analysis - Development Services Technology Appendix A: p. 31
Item: 15
497
City of Lake Forest
User and Regulatory Fee Study
Cost of Service Calculation - Technology Related Expenditures for Building and Safety Fees Estimated Expenditures
Description Total
Amortization /
Update
Frequency Annual Cost Notes
Initial Outlay for Enhanced Permit/Project Tracking 500,000$ 8 62,500$ [a] Initial Upgrades to Hardware (e.g. monitor, computers) 50,000$ 4 12,500$ [a] On-going Licensing 30,000$ 1 30,000$ [a] Total 580,000$ 105,000$
Notes:
[a] Source: Estimated by consultant based on recent interviews with similar communities.
Appendix A: p. 32
Item: 15
498
Cost of Service Analysis - Hourly Rate Calculations for Deposit Billings Appendix A: p. 33
Item: 15
499
City of Lake Forest
User and Regulatory Fee Study
Hourly Rate Calculation for Development Review Direct Service Support Received from Other Divisions Proposed Hourly Rates for Fee-Related Billings
# Description
Base
Annual
Wages Benefits Total FTE
Cost Per
FTE
Allocation
of Agency
Overhead
Total
Estimated
Cost Per FTE
Productive
Hours Per
FTE
Direct Svc
Ratio
Direct Svc
Hours
Cost Per
Hour Notes
1 City Clerk Program Billing Rate for Development Review Direct Services
$272,200 $75,800 $348,000 1.50 $232,000 24.0% 287,680$ 1,824 1.00 1,824 158$ [a] 2 City Manager Program Billing Rate for Development Review Direct Services
$802,500 $211,900 $1,014,400 4.55 $222,945 24.0% 276,452$ 1,824 0.85 1,550 178$ [a] 3 Community Services Support Program Billing Rate for Development Review Direct Services
$176,200 $45,200 $221,400 0.95 $233,053 24.0% 288,985$ 1,824 0.75 1,368 211$ [b] 4 Financial Planning & Budget Development Review Support $248,600 $68,600 $317,200 2.10 $151,048 24.0% 187,299$ 1,824 0.85 1,550 121$ [a] 5 IT / GIS Development Review Support $105,800 $27,200 $133,000 1.00 $133,000 24.0% 164,920$ 1,824 0.75 1,368 121$ [b] 6 Community Preservation Development Review Support $391,000 $110,700 $501,700 3.60 $139,361 24.0% 172,808$ 1,824 0.75 1,368 126$ [b] 7 Police / Law Enforcement Program Development Review Support $41,000 $12,100 $53,100 0.35 $151,714 24.0% 188,126$ 1,824 0.75 1,368 138$ [b];[c] [a] Assume 1.0 direct service ratio for City Clerk.
[a] Assume .85 direct service ratio for indirect service units except City Clerk. [b] Assume .75 direct service ratio for direct service units. [c] Or pass-through of Orange County Sheriff hourly billing rate for staff support.
Appendix A: p. 34
Item: 15
500
City of Lake Forest
User and Regulatory Fee Study
Cost Recovery Analysis
Proposed Hourly Rates for Development Fee-Related Billings # Description Hourly Rate Notes
1 Planning Division (In-House and Contract Planning) $190 2 Public Works - Development Engineering and Encroachments (In-House Personnel) $183 3 Building and Safety $145
4 City Clerk Program Billing Rate for Development Review Direct Services $158 5 City Manager Program Billing Rate for Development Review Direct Services $178 6 Community Services Support Program Billing Rate for Development Review Direct Services $211 7 Financial Planning & Budget Development Review Support $121 8 IT / GIS Development Review Support $121
9 Community Preservation Development Review Support $126 10 Police / Law Enforcement Program Development Review Support $138 [a] 11 All Other Contract Service Support (e.g. City Attorney, geotechnical engineering, other contract engineering and inspection services, etc.)
Pass-through of actual cost plus 15%
administrative fee
[a] Or pass-through of Orange County Sheriff hourly billing rate for staff support.
Appendix A: p. 35
Item: 15
501
Cost of Service Analysis
Culture, Leisure, and Recreation Program
Appendix A: p. 36
Item: 15
502
City of Lake Forest
User and Regulatory Fee Study
Allocation of Costs for Community Services Support
Culture, Leisure, and Recreation Program Administration Expenditures [a] Description Expenses Notes
Program 701 - Community Services Support 342,845$ [a] Total 342,845$
Allocation of Citywide Overhead
Description C'wide OH Mod Op Exp Total Notes
Citywide Overhead Allocation 24% 342,845$ 82,283$ [b] Total 342,845$ 82,283$
Total Allocable Expenses
Description Total Share Notes
Direct 342,845$ 81%
Citywide Overhead 82,283$ 19%
Total 425,128$ 100%
Appendix A: p. 37
Item: 15
503
City of Lake Forest
User and Regulatory Fee Study
Allocation of Costs for Community Services Support
Allocation of Expenditures to Supported Programs [c]
Description Mod Exp Allocation Total Notes
710 - Community Events 470,800$ 11.7% 49,830$ 720 - Senior Center 566,070$ 14.1% 59,914$
730 - Performing Arts Center 221,500$ 5.5% 23,444$ 740 - Community Center 285,775$ 7.1% 30,247$ 750 - Recreation Programming 898,600$ 22.4% 95,109$ 760 - Sports Park 954,510$ 23.8% 101,027$
770 - Skate Park 577,800$ 14.4% 61,155$
775 - Special Needs Programming 41,600$ 1.0% 4,403$ Total 4,016,655$ 425,128$
Notes:
[a] Source: FY 23/24 adopted budget.
[b] Citywide overhead rate calculated for purposes of this analysis. Amount is intended to represent a reasonable estimate. [c] Amount will vary from year-to-year depending on City Council priorities, changes in legislation, and changes in community service levels. Allocations are intended to serve as reasonable estimates.
Appendix A: p. 38
Item: 15
504
City of Lake Forest
User and Regulatory Fee Study
Calculation of Estimated Depreciation for Lake Forest Civic Center Facilities Description Total Share
Estimated Annual
Depreciation Notes
Depreciation
Estimated Cost of Facilities 73,000,000$ [a] Useful Life for Depreciation (Years) 50
Estimated Annual Depreciation 1,460,000$
Square Footage of Civic Center Facilities
Community and Conference Center 17,339 17% 246,898$ Council Chambers and Performing Arts Hall 13,969 14% 198,911$ Clubhouse 16,901 16% 240,661$ City Hall and Policing Center 54,323 53% 773,530$ Total 102,532 100% 1,460,000$
[a] Facility cost estimate based on information available prior to final construction. Actual depreciation amounts will be calculated upon project completion.
Appendix A: p. 39
Item: 15
505
City of Lake Forest
User and Regulatory Fee Study
Cost Recovery Analysis - Culture, Leisure, and Recreation Program Expenditures [a]
Description Expenses Adjustment Total Notes
710 - Community Events 470,800$ -$ 470,800$ 720 - Senior Center 566,070$ -$ 566,070$ 730 - Performing Arts Center 221,500$ (35,000)$ 186,500$ 740 - Community Center 285,775$ (7,000)$ 278,775$ 750 - Recreation Programming 898,600$ (5,000)$ 893,600$ 760 - Sports Park 954,510$ -$ 954,510$ 770 - Skate Park 577,800$ -$ 577,800$ 775 - Special Needs Programming 41,600$ -$ 41,600$ Total 4,016,655$ (47,000)$ 3,969,655$ Allocation of Program Administration
Description Total Adjustment Total Notes
710 - Community Events 49,830$ -$ 49,830$ [b] 720 - Senior Center 59,914$ -$ 59,914$ [b] 730 - Performing Arts Center 23,444$ -$ 23,444$ [b] 740 - Community Center 30,247$ -$ 30,247$ [b] 750 - Recreation Programming 95,109$ -$ 95,109$ [b] 760 - Sports Park 101,027$ -$ 101,027$ [b] 770 - Skate Park 61,155$ -$ 61,155$ [b] 775 - Special Needs Programming 4,403$ -$ 4,403$ [b] Total 425,128$ -$ 425,128$ Allocation of Citywide Overhead
Description C'wide OH Mod Op Exp Total Notes
710 - Community Events 24% 470,800$ 112,992$ [c] 720 - Senior Center 24% 566,070$ 135,857$ [c] 730 - Performing Arts Center 24% 186,500$ 44,760$ [c] 740 - Community Center 24% 278,775$ 66,906$ [c] 750 - Recreation Programming 24% 893,600$ 214,464$ [c] 760 - Sports Park 24% 954,510$ 229,082$ [c] 770 - Skate Park 24% 577,800$ 138,672$ [c] 775 - Special Needs Programming 24% 41,600$ 9,984$ [c] Total 3,969,655$ 952,717$
Appendix A: p. 40
Item: 15
506
City of Lake Forest
User and Regulatory Fee Study
Cost Recovery Analysis - Culture, Leisure, and Recreation Estimated Annual Depreciation Expenses
Description Total Adjustment Total Notes
710 - Community Events -$ -$ -$ 720 - Senior Center 240,661$ -$ 240,661$ [d] 730 - Performing Arts Center 198,911$ -$ 198,911$ [d],[e] 740 - Community Center 246,898$ -$ 246,898$ [d],[e] 750 - Recreation Programming -$ -$ -$ 760 - Sports Park 1,781,043$ -$ 1,781,043$ [d] 770 - Skate Park -$ -$ -$ 775 - Special Needs Programming -$ -$ -$ Total 2,467,513$ -$ 2,467,513$ Total Allocable Expenses
Description Direct Dept Admin C'wide OH Depreciation Total Notes 710 - Community Events 470,800$ 49,830$ 112,992$ -$ 633,622$ 720 - Senior Center 566,070$ 59,914$ 135,857$ 240,661$ 1,002,501$ 730 - Performing Arts Center 186,500$ 23,444$ 44,760$ 198,911$ 453,615$ 740 - Community Center 278,775$ 30,247$ 66,906$ 246,898$ 622,826$ 750 - Recreation Programming 893,600$ 95,109$ 214,464$ -$ 1,203,173$ 760 - Sports Park 954,510$ 101,027$ 229,082$ 1,781,043$ 3,065,662$ 770 - Skate Park 577,800$ 61,155$ 138,672$ -$ 777,627$ 775 - Special Needs Programming 41,600$ 4,403$ 9,984$ -$ 55,987$ Total 3,969,655$ 425,128$ 952,717$ 2,467,513$ 7,815,013$ Total Allocable Expenses
Description Total Share Notes
Direct 3,969,655$ 51%
Program Administration 425,128$ 5%
Citywide Overhead 952,717$ 12%
Depreciation 2,467,513$ 32%
Total 7,815,013$ 68%
Appendix A: p. 41
Item: 15
507
City of Lake Forest
User and Regulatory Fee Study
Cost Recovery Analysis - Culture, Leisure, and Recreation Revenues [a]
Description Account Program FY 21/22 Actual FY 22/23 Actual Average FY 23/24 Budget Notes Community Events 101-710-33455-00000 710 -$ -$ -$ 45,000$ Community Events 101-720-33455-00000 720 -$ -$ -$ 12,300$ Excursions 101-720-33465-00000 720 -$ -$ -$ 9,000$ Facility Use Fees 101-720-36100-00000 720 -$ -$ -$ 6,000$ Facility Use Fees 101-730-36100-00000 730 -$ -$ -$ 125,000$ Audio Visual Equipment Fees 101-730-36120-00000 730 -$ -$ -$ 7,000$ Janitorial Fees 101-730-36125-00000 730 -$ -$ -$ 12,000$ Facility Use Fees 101-740-36100-00000 740 -$ -$ -$ 180,000$ Audio Visual Equipment Fees 101-740-36120-00000 740 -$ -$ -$ 4,000$ Janitorial Fees 101-740-36125-00000 740 -$ -$ -$ 50,000$ Recreation Programming 101-750-33400-00000 750 -$ -$ -$ 50,000$ Kids Factory 101-750-33460-00000 750 -$ -$ -$ 490,000$ Field Rentals 101-750-36110-00000 750 -$ -$ -$ 25,000$ Gazebo Rentals 101-750-36115-00000 750 -$ -$ -$ 15,000$ Sponsorship 101-750-37300-00000 750 -$ -$ -$ 20,000$ Recreation Programming 101-760-33400-00000 760 -$ -$ -$ 360,000$ Tournaments 101-760-33420-00000 760 -$ -$ -$ 146,000$ Memberships 101-760-33430-00000 760 -$ -$ -$ 35,000$ Facility Use Fees 101-760-36100-00000 760 -$ -$ -$ 20,000$ Field Rentals 101-760-36110-00000 760 -$ -$ -$ 300,000$ Gazebo Rentals 101-760-36115-00000 760 -$ -$ -$ 15,000$ Janitorial Fees 101-760-36125-00000 760 -$ -$ -$ 12,000$ Camps 101-770-33410-00000 770 -$ -$ -$ 50,000$ Memberships 101-770-33430-00000 770 -$ -$ -$ 65,000$ Filming 101-770-33445-00000 770 -$ -$ -$ 2,000$ Merchandise 101-770-33450-00000 770 -$ -$ -$ 15,000$ Community Events 101-770-33455-00000 770 -$ -$ -$ 12,000$ Facility Use Fees 101-770-36100-00000 770 -$ -$ -$ 1,000$ Total -$ -$ -$ 2,083,300$ Appendix A: p. 42
Item: 15
508
City of Lake Forest
User and Regulatory Fee Study
Cost Recovery Analysis - Culture, Leisure, and Recreation Current Cost Recovery - Direct Costs Only
Description Total Notes
Mult-Year Average Revenues 2,083,300$
Eligible Costs Targeted for Recovery 3,969,655$
General Fund Subsidy 1,886,355$
Current Cost Recovery 52%
Current Cost Recovery - Direct Costs Only
Description Total
710 -
Community
Events
720 -
Senior Center
730 -
Performing Arts
Center
740 -
Community
Center
750 -
Recreation
Programming
760 -
Sports Park
770 -
Skate Park
775 -
Special Needs
Programming Total Notes
Revenues 2,083,300$ 45,000$ 27,300$ 144,000$ 234,000$ 600,000$ 888,000$ 145,000$ -$ 2,083,300$ Costs 3,969,655$ 470,800$ 566,070$ 186,500$ 278,775$ 893,600$ 954,510$ 577,800$ 41,600$ 3,969,655$ General Fund Subsidy 1,886,355$ 425,800$ 538,770$ 42,500$ 44,775$ 293,600$ 66,510$ 432,800$ 41,600$ 1,886,355$ Current Cost Recovery 52% 10% 5% 77% 84% 67% 93% 25% 0% 52% Current Cost Recovery - Full Cost
Description Total Notes
Mult-Year Average Revenues 2,083,300$
Eligible Costs Targeted for Recovery 7,815,013$
General Fund Subsidy 5,731,713$
Current Cost Recovery 27%
Current Cost Recovery - Full Cost
Description Total
710 -
Community
Events
720 -
Senior Center
730 -
Performing Arts
Center
740 -
Community
Center
750 -
Recreation
Programming
760 -
Sports Park
770 -
Skate Park
775 -
Special Needs
Programming Total Notes
Revenues 2,083,300$ 45,000$ 27,300$ 144,000$ 234,000$ 600,000$ 888,000$ 145,000$ -$ 2,083,300$ Costs 7,815,013$ 633,622$ 1,002,501$ 453,615$ 622,826$ 1,203,173$ 3,065,662$ 777,627$ 55,987$ 7,815,013$ General Fund Subsidy 5,731,713$ 588,622$ 975,201$ 309,615$ 388,826$ 603,173$ 2,177,662$ 632,627$ 55,987$ 5,731,713$ Current Cost Recovery 27% 7% 3% 32% 38% 50% 29% 19% 0% 27% [a] Source: FY 23/24 adopted budget.
[b] See worksheet labeled "Allocation of Costs for Community Services Support". [c] Citywide overhead rate calculated for purposes of this analysis. Amount is intended to represent a reasonable estimate. [d] Estimated annual depreciation expenses based on amounts developed as part of prior study. [e] Assume 75% of facility depreciation to Community Center and 25% of depreciation to Performing Arts Center.
Appendix A: p. 43
Item: 15
509
Cost of Service Analysis
Risk Management Fees
Appendix A: p. 44
Item: 15
510
City of Lake Forest
User and Regulatory Fee Study
Allocation of Annual Labor Effort - Risk Management
Position Hourly [a] Monthly [a] Yearly [a] FTE
Yearly
Aggregate
Total Hours
Per FTE
Less: Holiday
& Leave
Productive
Hours Per
FTE
Total
Productive
Hours Notes
Director of Finance $94 $16,358 $196,296 0.10 $19,630 2,080 216 1,864 186 [a],[b] Econ Dev/Housing Mgr $62 $10,750 $129,000 0.10 $12,900 2,080 216 1,864 186 [a],[b] Senior Management Analyst $53 $9,225 $110,700 0.10 $11,070 2,080 216 1,864 186 [a],[b] Total 0.30 $43,600 559
Allocation of Productive Hours [b]
Description Allocation Total
Indirect 35% 196
Direct 65% 363
Total 100% 559
[a] Source: FY 23/24 authorized positions.
[b] Direct/Indirect hours are intended to serve as reasonable estimates. Amounts will vary from year-to-year depending on activity, projects, and City Council priorities.
Appendix A: p. 45
Item: 15
511
City of Lake Forest
User and Regulatory Fee Study
Fully-Burdened Hourly Rate Calculation - Risk Management Description Expenses Adjustment Subtotal Notes
Risk Management [a]
Full Time Wages 41,400$ -$ 41,400$ Employee Allowances 900$ -$ 900$ Group Insurance 5,700$ -$ 5,700$ Medicare 600$ -$ 600$ Retirement Contribution 4,700$ -$ 4,700$ Liability 646,500$ (646,500)$ -$
Property 201,100$ (201,100)$ -$
Unemployment Insurance 35,000$ (35,000)$ -$ Workers' Compensation 107,000$ (107,000)$ -$ Pollution 4,300$ (4,300)$ -$ Crime 3,000$ (3,000)$ -$
Travel and Conferences 2,200$ -$ 2,200$ Training 1,500$ -$ 1,500$ Meetings 500$ -$ 500$ Equipment, Furnishings and Small Tools 1,000$ -$ 1,000$ Total 1,055,400$ (996,900)$ 58,500$
Citywide Overhead
Description C'wide OH Rate C'wide OH Base C'wide OH Alloc Notes Estimated Citywide Overhead 24% 58,500$ 14,040$ [b] Estimated Citywide Overhead to Private Dev 58,500$ 14,040$ Total Allocable Expenditures
Description Amount % of Total Notes
Risk Management 58,500$ 81%
Estimated Citywide Overhead 14,040$ 19%
Total 72,540$ 100%
Calculation of Fully-Burdened Hourly Rate for Planning Fee-Related Services Description Total Notes
Costs $72,540
Direct Hours 363 [c]
Fully-Burdened Hourly Rate $200
Notes:
[a] Source: FY 23/24 adopted budget.
[b] Calculation based on citywide overhead as a percent of net operating expenses. [c] See separate worksheet. Allocations will vary from year-to-year depending on City Council priorities, changes in legislation, and projects. Amounts intended to serve as reasonable estimates.
Appendix A: p. 46
Item: 15
512
City of Lake Forest
User and Regulatory Fee Study
Cost of Service Calculation - Risk Management Fees
Fee Description Labor Hours Hourly Rate Cost of Service Current Fee Current Cost
Recovery Proposed Fee
Proposed Cost
Recovery
Proposed Fee
Structure Note
1 Liability Insurance Review/Purchase on Behalf of Applicant a) Actual Cost of Insurance n/a x = Actual Actual Cost 100% Actual Cost 100% Pass Through b) Plus, City Administrative Fee 0.25 x $200 = $50 20% of Insurance Cost varies $50 100% Fixed Fee Appendix A: p. 47
Item: 15
513
Cost of Service Analysis
Allocation of Citywide Overhead
Appendix A: p. 48
Item: 15
514
City of Lake Forest
User and Regulatory Fee Study
Allocation of Citywide Overhead
Allocation of Department Administration Expenditures [a] Program Program Description Subtotal Adjust Total Indirect Direct Indirect Direct Test
Should be $0 Notes
101 City Council 90,500$ 90,500$ Yes 90,500$ -$ -$ 122 Community Services Commission 11,840$ 11,840$ Yes -$ 11,840$ -$ 123 Traffic and Parking Commission 15,680$ 15,680$ Yes -$ 15,680$ -$ 124 Planning Commission 24,225$ 24,225$ Yes -$ 24,225$ -$ 130 City Council Support 246,640$ 246,640$ Yes 246,640$ -$ -$ 134 Elections 52,450$ 52,450$ Yes -$ 52,450$ -$ 201 City Manager 1,178,705$ 1,178,705$ Yes 1,178,705$ -$ -$ 210 City Clerk 379,135$ 379,135$ Yes 379,135$ -$ -$ 215 Records Management 211,530$ 211,530$ Yes 211,530$ -$ -$ 220 Legal Services 1,246,000$ 1,246,000$ 986,000$ 260,000$ -$ [b] 230 Human Resources 654,275$ 654,275$ Yes 654,275$ -$ -$ 235 IT Operations 984,275$ (103,000)$ 881,275$ Yes 881,275$ -$ -$ [c] 236 IT Applications 562,800$ 562,800$ Yes 562,800$ -$ -$ 237 GIS 195,125$ 195,125$ Yes 195,125$ -$ -$ 238 Audio Video Services 558,800$ (244,000)$ 314,800$ Yes 314,800$ -$ -$ [c] 240 Financial Planning and Budget 531,600$ 531,600$ Yes 531,600$ -$ -$ 245 Accounting and Payroll 987,430$ 987,430$ Yes 987,430$ -$ -$ 250 Treasury 570,525$ 570,525$ Yes 570,525$ -$ -$ 255 Purchasing 173,600$ 173,600$ Yes 173,600$ -$ -$ 260 Risk Management 1,055,400$ 1,055,400$ Yes 1,055,400$ -$ -$ 280 Fleet Services 381,500$ (220,000)$ 161,500$ Yes 161,500$ -$ -$ [c] 285 Interdepartmental 133,430$ (3,430)$ 130,000$ Yes 130,000$ -$ -$ [c] 305 Law Enforcement 21,039,885$ (25,000)$ 21,014,885$ Yes -$ 21,014,885$ -$ [c] 310 Community Outreach 195,700$ 195,700$ Yes -$ 195,700$ -$ 311 Animal Regulation 723,000$ 723,000$ Yes -$ 723,000$ -$ 375 Street Lights 1,125,400$ 1,125,400$ Yes -$ 1,125,400$ -$ 380 Emergency Preparedness 130,900$ 130,900$ Yes -$ 130,900$ -$ 390 Crossing Guards 415,000$ 415,000$ Yes -$ 415,000$ -$ 401 Infrastructure Maint Support 662,850$ 662,850$ Yes -$ 662,850$ -$ 415 Street Maintenance Services 99,470$ (75,000)$ 24,470$ Yes -$ 24,470$ -$ [c] 437 Parks Maintenance Services 5,312,040$ (455,000)$ 4,857,040$ Yes -$ 4,857,040$ -$ [c] 444 Facilities Maintenance Services 1,889,075$ (40,000)$ 1,849,075$ Yes 1,849,075$ -$ -$ [c] 451 Medians and Parkways Services 639,404$ 639,404$ Yes -$ 639,404$ -$ 461 Slope and Open Spaces Management 1,200,586$ 1,200,586$ Yes -$ 1,200,586$ -$ 471 Urban Forestry Management 817,179$ 817,179$ Yes -$ 817,179$ -$ 481 Street Sweeping Services 742,005$ 742,005$ Yes -$ 742,005$ -$ 491 Storm Drains Maintenance Services 75,696$ 75,696$ Yes -$ 75,696$ -$ 501 Planning Support 296,545$ -$ 296,545$ Yes -$ 296,545$ -$ 511 Current Planning Services 883,458$ -$ 883,458$ Yes -$ 883,458$ -$ 521 Advanced Planning 610,300$ -$ 610,300$ Yes -$ 610,300$ -$ 535 Building and Safety Services 1,325,060$ -$ 1,325,060$ Yes -$ 1,325,060$ -$ 541 Community Preservation 714,631$ -$ 714,631$ Yes -$ 714,631$ -$ 551 Engineering Support 300,000$ -$ 300,000$ Yes -$ 300,000$ -$ 555 Engineering Services 556,230$ -$ 556,230$ Yes -$ 556,230$ -$ 561 Inspection Services 1,245,600$ -$ 1,245,600$ Yes -$ 1,245,600$ -$ 601 Transportation Planning 275,300$ -$ 275,300$ Yes -$ 275,300$ -$ 611 Signal Maintenance Services 1,063,300$ -$ 1,063,300$ Yes -$ 1,063,300$ -$ 620 Traffic Operations 99,450$ -$ 99,450$ Yes -$ 99,450$ -$ 631 Traffic Safety 30,500$ -$ 30,500$ Yes -$ 30,500$ -$ 660 Trash & Recycling Services 247,500$ -$ 247,500$ Yes -$ 247,500$ -$ 663 C&D Waste Reduction Recycling 19,400$ -$ 19,400$ Yes -$ 19,400$ -$ Appendix A: p. 49
Item: 15
515
City of Lake Forest
User and Regulatory Fee Study
Allocation of Citywide Overhead
Allocation of Department Administration Expenditures [a] Program Program Description Subtotal Adjust Total Indirect Direct Indirect Direct Test
Should be $0 Notes
665 Organic Waste Recycling 38,700$ -$ 38,700$ Yes -$ 38,700$ -$ 668 NPDES Stormwater Program 742,280$ -$ 742,280$ Yes -$ 742,280$ -$ 701 Community Services Support 287,845$ -$ 287,845$ Yes -$ 287,845$ -$ 710 Community Events 470,800$ -$ 470,800$ Yes -$ 470,800$ -$ 720 Senior Center 566,070$ -$ 566,070$ Yes -$ 566,070$ -$ 730 Performing Arts Center 221,500$ (35,000)$ 186,500$ Yes -$ 186,500$ -$ [c] 740 Community Center 285,775$ (7,000)$ 278,775$ Yes -$ 278,775$ -$ [c] 750 Recreation Programming 898,600$ (5,000)$ 893,600$ Yes -$ 893,600$ -$ [c] 760 Sports Park 954,510$ -$ 954,510$ Yes -$ 954,510$ -$ 770 Skate Park 577,800$ -$ 577,800$ Yes -$ 577,800$ -$ 775 Special Needs Programing 41,600$ -$ 41,600$ Yes -$ 41,600$ -$ 801 Communication and Marketing 663,685$ (23,000)$ 640,685$ Yes -$ 640,685$ -$ [c] 805 Lake Forest TV 104,600$ -$ 104,600$ Yes 104,600$ -$ -$ 830 Economic Development 411,400$ -$ 411,400$ Yes -$ 411,400$ -$ 832 Affordable Housing 61,300$ -$ 61,300$ Yes -$ 61,300$ -$ 837 Senior Mobility 18,300$ -$ 18,300$ Yes -$ 18,300$ -$ 838 Community Promotion 143,600$ -$ 143,600$ Yes -$ 143,600$ -$ 850 Citizen Academy 9,500$ -$ 9,500$ Yes -$ 9,500$ -$ 853 CERT 12,950$ -$ 12,950$ Yes -$ 12,950$ -$ 854 STARS 30,000$ -$ 30,000$ Yes -$ 30,000$ -$ 855 Explorers Program 5,500$ -$ 5,500$ Yes -$ 5,500$ -$ 856 Performing Arts Center Advisory 1,800$ -$ 1,800$ Yes -$ 1,800$ -$ 857 4th of July Committee 7,500$ -$ 7,500$ Yes -$ 7,500$ -$ 858 Senior Advisory 1,000$ -$ 1,000$ Yes -$ 1,000$ -$ 859 Volunteers in the Park 5,000$ -$ 5,000$ Yes -$ 5,000$ -$ Total 59,542,544$ (1,235,430)$ 58,307,114$ Yes -$ 11,264,515$ 47,042,599$ -$ Indirect Cost Rate *
Description Total Notes
Indirect Costs 11,264,515$
Direct Costs 47,042,599$
Indirect Cost Rate 24% [d]
[a] Source: FY 23/24 adopted budget
[b] For legal, consider reimbursable costs direct and other costs indirect. [c] Adjustments to exclude periodic expenditures (47xx and 49xx accounts). [d] Indirect cost rate represents indirect costs as a percent of modified direct operating expenditures. * Amount is intended to represent a conservative indirect cost rate calculation. This estimate was developed for purposes of user and regulatory fee cost of service analysis. As part of day-to-day operations, staff may categorize, assign, or quantify indirect costs using different criteria and methods.
Appendix A: p. 50
Item: 15
516
CLEARSOURCE REPORT TO THE CITY OF LAKE FOREST 11
APPENDIX B
ILLUSTRATION OF PROPOSED FEE CHANGES
Item: 15
517
Services / Activities / Subject Matter Page
PLANNING FEES 2
ENGINEERING FEES 6
COMMUNITY PRESERVATION FEES 8
RECREATION FEES 9
SKATE PARK RENTAL FEES 14
SPORTS PARK ROOM RENTAL FEES 15
COMMUNITY CENTER RENTAL FEES 16
PERFORMING ARTS HALL RENTAL FEES 18
CLUBHOUSE RENTAL FEES 19
LIABILITY INSURANCE REVIEW/PURCHASE FEES 20
ELECTRIC VEHICLE CHARGING STATION FEES 21
PARKING PERMIT FEES 22
ADMINISTRATIVE FEES 23
FINANCE FEES 25
VEHICLE IMPOUND/RELEASE AND POLICE/SHERIFF FALSE ALARM RESPONSE FEE 26
PARKING PENALTY BAIL SCHEDULE
BUILDING AND SAFETY FEES 28
City of Lake Forest
ILLUSTRATION OF CURRENT FEES AND PROPOSED FEES
Appendix B: p. 1
Item: 15
518
City of Lake Forest
PLANNING FEES
Current Fee Proposed Fee Charge Basis Note Comment
1 Accessory Dwelling Unit (ADU) Permits $519 $665 Fixed Fee 2 Address Assignment / Address Change
a) Single Address - Change of Address / Address Assignment $223 $285 Fixed Fee b) Multiple Addresses - Change of Addresses / New Assignment $2,500 $3,000 Deposit c) Street Name Assignment $2,500 $3,000 Deposit
3 Adult Business License
a) Adult Business License $1,485 $1,900 Fixed Fee
b) Performer License $148 $190 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 $12,000 Deposit
6 Changed Plan
a) Administrative Review $742 $950 Fixed Fee
b) Planning Commission Review $2,500 $3,000 Deposit
7 Cyber Café License Fee varies $380 Fixed Fee
8 Determination of Public Convenience or Necessity $2,500 $3,000 Deposit 9 Development Agreement $10,000 $12,000 Deposit
10 Donation Collection Box (DCB) Permit
a) Permit Application $297 $380 Fixed Fee
b) Permit Renewal $148 $190 Fixed Fee
11 Entertainment Permit
a) Entertainment Permit $297 $380 Fixed Fee
b) Entertainment Permit - Renewal $297 $380 Fixed Fee
12 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
Activity Description
Appendix B: p. 2
Item: 15
519
City of Lake Forest
PLANNING FEES
Current Fee Proposed Fee Charge Basis Note CommentActivity Description 13 Eucalyptus Tree Cutting Permit $0 (No Charge) $0 (No Charge) No charge 14 Feature Plan $10,000 $12,000 Deposit
15 General Plan Amendment $10,000 $12,000 Deposit
16 Noise Standard Deviation Application Review n/a - new $760 Fixed Fee New Fee 17 Orange County Fire Authority Permit Administrative Fee $37 $48 Fixed Fee 18 Outdoor Vending Permit
a) Initial $594 $760 Fixed Fee
b) Renewal $223 $285 Fixed Fee
19 Peer-Reviewed Technical Studies Deposit TBD
T&M plus 15%
admin fee
Deposit TBD
T&M plus 15%
admin fee
Deposit
20 Planned Sign Program
a) Planned Sign Program (Administrative Review) $445 $540 Deposit b) Planned Sign Program (Planning Commission Review) $2,500 $3,000 Deposit Consolidating into one deposit for PC Review b) Minor Planned Sign Program (Planning Commission Review) $2,500 Consolidating into one deposit for PC Review c) Planned Sign Program (Planning Commission Review) $2,500 Consolidating into one deposit for PC Review 21 Pre-Application $2,500 $3,000 Deposit
22 Project Consultation (Prior to Application Submittal) (For consultations exceeding two hours)
$500 $600 Deposit [b]
23 Review of By-Right Multi-family Residential Project $2,500 $3,000 Deposit [c] 24 Shopping Cart Move to Community Preservation Section of Fee Schedule a) Shopping Cart Retrieval Plan $0 (No Charge) Move to Community Preservation Section of Fee Schedule b) Shopping Cart Containment Plan $296 Move to Community Preservation Section of Fee Schedule 24 Single Season Sales (e.g. Agricultural, Seasonal Event, etc.) a) Agricultural Sales $148 $190 Fixed Fee
b) Other Seasonal Events (e.g. Christmas Tree, Pumpkin) $148 $190 Fixed Fee Appendix B: p. 3
Item: 15
520
City of Lake Forest
PLANNING FEES
Current Fee Proposed Fee Charge Basis Note CommentActivity Description 25 Site Development Permit
a) Administrative Review $2,500 $3,000 Deposit [d]
b) Planning Commission Review $5,000 $6,000 Deposit [d] c) Not Exempt from CEQA $10,000 $12,000 Deposit [d]
26 Special Event Permit Application Review $371 $475 Fixed Fee 27 Specific Plan $10,000 $12,000 Deposit
28 Temporary Outdoor Promotion Permit Application Review $148 $190 Fixed Fee 29 Temporary Promotional Wall Banner Permit
a) Non-Commercial $0 (No Charge) $0 (No Charge) Fixed Fee b) Commercial $74 $95 Fixed Fee
30 Tentative Map
a) Tentative Parcel Map (TPM) $7,500 $9,000 Deposit
b) Tentative Tract Map (TTM) $10,000 $12,000 Deposit
c) Revised TPM / TTM $5,000 $6,000 Deposit
31 Use Permit
a) Minor $2,500 $3,000 Deposit
b) Major $5,000 $6,000 Deposit
c) Not Exempt from CEQA $10,000 $12,000 Deposit
32 Variance $5,000 $6,000 Deposit
33 Wireless Communication Facilities (WCF) Permit (per WCF) $742 $950 Fixed Fee Adding clarifier that fee is per WCF 34 Zone Change $10,000 $12,000 Deposit
35 Zoning Confirmation Letter $186 Renaming fee for clarity 36 Zoning Verification Letter Renaming fee for clarity a) Standard Property Information $260 Renaming fee for clarity b) Standard Property Information w/ Add'l Research Required $750 Renaming fee for clarity Appendix B: p. 4
Item: 15
521
City of Lake Forest
PLANNING FEES
Current Fee Proposed Fee Charge Basis Note CommentActivity Description 35 Zoning/Property Information Letter Fee renamed for clarity a) Zoning/Property Information Letter - Basic $260 $333 Fixed Fee [e] Fee renamed for clarity b) Zoning/Property Information Letter - Comprehensive $750 $750 Deposit Fee renamed for clarity 36 Credit Card Transaction Fee 3% - Direct pass-
through to vendor
3% - Direct pass-
through to vendor
Fixed Fee
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) $148 $190 per hour b) Engineering/Inspection In-House Development Review $164 $183 per hour c) Building and Safety Program Development Review $145 $145 per hour d) City Clerk Program Development Review $81 $158 per hour e) City Manager Program Development Review $105 $178 per hour f) Community Services Support Development Review $182 $211 per hour g) Finance Development Review Support $87 $121 per hour h) IT / GIS Development Review Support $109 $121 per hour i) Community Preservation Development Review Support $81 $126 per hour j) Police / Law Enforcement Development Review Support $93 $138 per hour [f] 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] Requests for basic property information include up to 1.75 hours of staff time. [f] Or pass-through of Orange County Sheriff Department hourly billing rate for staff support. [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.
Full Cost Deposits for Multiple Applications
When more than one Full Cost application is submitted, the sum total of the initial full cost deposit amount can be reduced by 25%. [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.).
Appendix B: p. 5
Item: 15
522
City of Lake Forest
PUBLIC WORKS ENGINEERING FEES
Current Fee Proposed Fee Charge Basis Note Comment
1 Map Checking $3,500 $5,000 Deposit
2 Lot Line Adjustments $2,000 $5,000 Deposit
3 Improvement Plan Check and Inspection $2,500 $5,000 Deposit 4 Grading Plan Check and Inspection $2,500 $5,000 Deposit 5 Encroachment Permit Inspection (Annual) $1,500 $5,000 Deposit 6 Easement Plan Check $1,500 $5,000 Deposit
7 Water Quality Management Plan $1,000 $5,000 Deposit
8 General Encroachment Permit
(for Work Expected to Last No More Than Two Days)
[a]
a) Base Fee - Up to Two Days $350 $641 Fixed Fee
b) Each Additional Day $140 $275 Fixed Fee
9 General Encroachment Permit
(for Work Expected to Last More Than Two Days)
$750 $825 Deposit [a]
10 Encroachment Permit - Minor Traffic Control Review
(per page; per sheet)
Adding fixed fee category for minor traffic control review a) 1st page; 1st sheet varies $190 Fixed Fee Adding fixed fee category for minor traffic control review b) Each Additional page/sheet varies $95 Fixed Fee Adding fixed fee category for minor traffic control review 11 Retroactive Permit for Front Yard Improvements In City Right-of-Way (behind sidewalk)
$0 (No Charge) $0 (No Charge) No charge [b]
12 Construction and Demolition Materials Management Plan - Application Plan Review and Deposit Administration Fee
$124 plus Deposit $137 plus Deposit Fixed Fee plus Deposit 13 Sidewalk Vending Permit
a) Initial $164 $183 Fixed Fee
b) Renewal $82 $92 Fixed Fee
14 Transportation Permit
a) Single Trip $16 $16 Fixed Fee [c]
b) Annual $90 $90 Fixed Fee [c]
15 Expand the Forest $93 $125 Fixed Fee [d]
16 Credit Card Transaction Fee 3% - Direct pass-
through to vendor
3% - Direct pass-
through to vendor
Fixed Fee
17 Work Without a Permit or Work Beyond Scope of Permit 2x Permit Fee 2x Permit Fee Fixed Fee Activity Description
Appendix B: p. 6
Item: 15
523
City of Lake Forest
PUBLIC WORKS ENGINEERING FEES
Current Fee Proposed Fee Charge Basis Note CommentActivity Description 18 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
$164 $183 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
Note: Deposit amounts listed are typical minimum amounts. The City reserves the right to request a adjusted/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. [c] Fee is intended to mirror amounts established by State of California. [d] 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.
Appendix B: p. 7
Item: 15
524
City of Lake Forest
MASSAGE ESTABLISHMENT PERMIT APPLICATION COMMUNITY PRESERVATION FEES Current Fee Proposed Fee Charge Basis Note Comment
1 Massage Establishment Permit Application
a) Initial $405 $500 Fixed Fee
b) Renewal $405 $500 Fixed Fee
2 Massage Establishment Appeal n/a $500 Fixed Fee Add fee for massage establishment appeal 3 Shopping Cart Containment Plan $296 Deposit $375 Fixed Fee Move fee from Planning Fees to Comm Preservation Fees Activity Description
Appendix B: p. 8
Item: 15
525
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 $2 Per Hour
Per Field
$15 Per Hour
Per Field
$20 Per Hour
Per Field
$25 Per Hour
Per Field
$30 Per Hour
Per Field
$35 Per Hour
Per Field
$50 Per Hour
Per Field
2 Lighted - (Grass) No Charge $8 Per Hour
Per Field
$30 Per Hour
Per Field
$35 Per Hour
Per Field
$40 Per Hour
Per Field
$45 Per Hour
Per Field
$50 Per Hour
Per Field
$70 Per Hour
Per Field
3 Non-Lighted
(Synthetic)
No Charge $4 Per Hour
Per Field
$20 Per Hour
Per Field
$25 Per Hour
Per Field
$30 Per Hour
Per Field
$35 Per Hour
Per Field
$40 Per Hour
Per Field
$55 Per Hour
Per Field
4 Lighted - (Synthetic) No Charge $10 Per Hour
Per Field
$35 Per Hour
Per Field
$40 Per Hour
Per Field
$45 Per Hour
Per Field
$50 Per Hour
Per Field
$55 Per Hour
Per Field
$75 Per Hour
Per Field
5 Tournament Rates No Charge $400
Per Field
$400
Per Field
$400
Per Field
$400
Per Field
$400
Per Field
$400
Per Field
$500
Per Field
6 Other Tournament
Fees
No Charge
# Classification Group 1 Group 2 Group 3 Group 4 Group 5 Group 6 Group 7 Group 8 1 One Court No Charge $15 Per Hour $25 Per Hour $35 Per Hour $35 Per Hour $50 Per Hour $65 Per Hour $75 Per Hour 2 Full Court No Charge $15 Per Hour $50 Per Hour $70 Per Hour $70 Per Hour $100 Per Hour $130 Per Hour $150 Per Hour 3 Tournament Rates No Charge $150 Per Hour $150 Per Hour $150 Per Hour $150 Per Hour $150 Per Hour $150 Per Hour $200 Per Hour 4 Other Gymnasium
Tournament Fees
# Classification Group 1 Group 2 Group 3 Group 4 Group 5 Group 6 Group 7 Group 8 1 Half Court No Charge $5 Per Hour $8 Per Hour $10 Per Hour $13 Per Hour $15 Per Hour $20 Per Hour $25 Per Hour 2 Full Court No Charge $10 Per Hour $15 Per Hour $20 Per Hour $25 Per Hour $30 Per Hour $40 Per Hour $50 Per Hour Hourly Sports Field User Rates
$500 Trash/Janitorial (Per Two Day Tournament)
$500 Field Prep Fee (Baseball/Softball) Per Day
Hourly Gymnasium User Rates
$500 Trash/Janitorial (Per Two Day Tournament)
Hourly Outdoor Basketball User Rates - Sports Park
Appendix B: p. 9
Item: 15
526
City of Lake Forest
RECREATION FEES
1 2
3 4
5 6
7 8
Overview of User Groups
Group 7 - Commercial entities or organizations located in Lake Forest.
Group 8 - Commercial entities or organizations not located in Lake Forest.
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.
Group 6 - Non-profit organizations or groups, not open to the public, with less than sixty (60) percent of participants being Lake Forest Residents.
Appendix B: p. 10
Item: 15
527
City of Lake Forest
RECREATION FEES
# Description
Non-Profit Organization /
Lake Forest Resident
Non-Resident /
Commercial User Group Fee
1 Adult Softball Team Fee $500 Per Team $550 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 $10 Per Lost Card
$15 Per Lost Card
$10 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 $10 Per Lost Card
$5 Per Lost Card
$10 Per Lost Card
$5 Per Lost Card
n/a
12 Kids Factory Participant Enrollment Fee [a] $860 per year; $430 per semester
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
Appendix B: p. 11
Item: 15
528
City of Lake Forest
RECREATION FEES
# 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 1 Assigned Field/Gymnasium Time "No Show" Policy
Outcome and Fees
Appendix B: p. 12
Item: 15
529
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.
Appendix B: p. 13
Item: 15
530
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 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.
Group 4: Non-Resident Non-Profit Organization: - Resident non-profit organizations conducting social, cultural, educational, or recreational activities are considered in this group.
Appendix B: p. 14
Item: 15
531
City of Lake Forest
SPORTS PARK ROOM RENTAL FEES
# Classification Group 1 Group 2 Group 3 Group 4 Group 5 Group 6 Group 7 Deposit 1 Small Meeting Room No Charge No Charge $25 $30 $45 $50 $60 $100 2 Large Meeting Room No Charge No Charge $45 $60 $75 $100 $120 $200 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
1 TV/DVD $25
2 Podium No Charge
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.
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)
* See Sports Park and Recreation Center Facility Use Policy for rental requirements/procedures and other miscellaneous use fees.
Appendix B: p. 15
Item: 15
532
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 $200 223 12 Turf Area
(Center of Campus)
No Charge $50 $75 $100 $150 $200 $250 $200
13 Lobby No Charge $10 $20 $30 $40 $50 $65 $200
13 Kitchen No Charge $10 $20 $25 $35 $40 $50 $200
1 2
3 4
5 6
7 Group 2: Resident Non-Profit Organization - Resident non-profit organizations conducting social, cultural, educational, or recreational activities are considered in this group.
Community Center Hourly Rental Fees (Per Hour)
Rentals with Alcohol On-Site
For events with alcohol on-site add 10% to base rental fee 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 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 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.
Appendix B: p. 16
Item: 15
533
City of Lake Forest
COMMUNITY CENTER RENTAL FEES
# Description Fee
1 Dance Floor $400
2 LCD Projector $100
3 TV/DVD $25
4 American Flag No Charge
5 Easel No Charge
6 Podium No Charge
# Description Fee
1 Janitorial Fee Actual Cost
2 Staffing $30 / hour
$25 / hour
3 Security Actual Cost
* Reservation cancellation fees and cleaning deposit fees apply. See Civic Center Campus Facility Use Policy.
Other Fees, If Applicable
Audio and Visual Equipment Fees
Appendix B: p. 17
Item: 15
534
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 5 Storage Use No Charge $50 per day $50 per day $50 per day $50 per day $50 per day $50 per day 1 2
3 4
5 6
7 # Description Fee
1 Piano $100 per day
2 Lapel Mics $100
# Description Fee
1 Janitorial Fee Actual Cost
2 Staffing $30 / hour
$25 / hour
3 Security Actual Cost
* Reservation cancellation fees and cleaning deposit fees apply. See Civic Center Campus Facility Use Policy.
Overview of User Groups
Performing Arts Center Hourly Rental Fees (Per Hour)
Discounted Rate for Rehearsal Use
Rentals for Rehearsal Use Only Will be 60% of Hourly Rate Listed Above Rentals with Alcohol On-Site
For events with alcohol on-site add 10% to base rental fee Group 7: Commercial entities or organizations not located in Lake Forest.
Other Fees, If Applicable
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 5: Non-Resident Private Party - Residents requesting use for a private party.
Group 6: Commercial entities or organizations located in Lake Forest.
Equipment Fees
Appendix B: p. 18
Item: 15
535
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 $200 n/a
1 2
3 4
5 6
7 # Description Fee
1 LCD Projector $100
2 TV/DVD $25
3 American Flag No Charge
4 Easel No Charge
5 Podium No Charge
# Description Fee
1 Janitorial Fee Actual Cost
2 Staffing $30 / hour
$25 / hour
3 Security Actual Cost
* Reservation cancellation fees and cleaning deposit fees apply. See Civic Center Campus Facility Use Policy.
Group 2: Resident Non-Profit Organization - Resident non-profit organizations conducting social, cultural, educational, or recreational activities are considered in this group.
Clubhouse Hourly Rental Fees (Per Hour)
Rentals with Alcohol On-Site
For events with alcohol on-site add 10% to base rental fee 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.
Other Fees, If Applicable
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 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.
Audio and Visual Equipment Fees
Appendix B: p. 19
Item: 15
536
City of Lake Forest
LIABILITY INSURANCE REVIEW/PURCHASE FEES
Current Fee Proposed Fee Charge Basis Note Comments
1 Liability Insurance Review/Purchase on Behalf of Applicant Adding to fee schedule to consolidate fees. a) Actual Cost of Insurance Actual Cost Actual Cost Pass Through Adding to fee schedule to consolidate fees. b) Plus, City Administrative Fee 20% of Insurance
Cost
$50 Fixed Fee Adding to fee schedule to consolidate fees.
Activity Description
Appendix B: p. 20
Item: 15
537
City of Lake Forest
ELECTRIC VEHICLE CHARGING STATION FEES
Current Fee Proposed Fee Charge Basis Note Comments
1 Electric Vehicle Charging Stations
a) Base Charging Rate $0.30 $0.35 per kWh Align to current market rate. b) Hourly Rate for vehicles occupying charging station after being fully charged
$6.00 $6.00 per hour
Activity Description
Appendix B: p. 21
Item: 15
538
City of Lake Forest
PARKING PERMIT FEES
Current Fee Proposed Fee Charge Basis Note Comments
1 Parking Permit
a) Resident Parking Permit $20 $20 per year [a]
b) Oversized Commercial Vehicle Parking Permit $40 $40 per year c) Recreational Vehicle Parking Permit $0 (No Charge) $0 (No Charge) no charge d) Commercial Passenger Van (e.g. Sprinter Van) Parking Permit $0 (No Charge) $0 (No Charge) no charge e) Guest Parking (Online) $0 (No Charge) $0 (No Charge) no charge [a] Fee amount represents 50% of City permit processing costs.
Activity Description
Appendix B: p. 22
Item: 15
539
City of Lake Forest
ADMINISTRATIVE FEES
Current Fee Proposed Fee Charge Basis Note Comments
1 Passport Fee $35 $35 Fixed Fee [a]
a) Photos $10 Fixed Fee Remove photo fee
a) Execution $35 Fixed Fee [a]
2 Notary Fee $15 $15 Per Signature [b]
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 Requests Requiring Special Programming / Formatting Actual Cost Actual Cost Deposit 6 Microfilm Copying Remove fee - use requests requiring special format/programming a) 8.5" x 11" (each copy) $0.75 Fixed Fee Remove fee - use requests requiring special format/programming b) Oversized Copies Actual Cost Deposit Remove fee - use requests requiring special format/programming 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
[c]
9 Witness / Subpoena Fees
a) Witness Fee
i) Employees $275.00 $275.00 Per Day [d]
ii) Mileage Fees (per mile, each way) $0.20 $0.20 Per Mile [d] b) Subpoena Fee $15.00 $15.00 Fixed Fee [d]
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 Ballot Initiative Petition Processing Fee $200.00 $200.00 Each [b] Update fee description 12 Candidates Statements of Qualifications $25.00 $25.00 Each [b] Activity Description
Appendix B: p. 23
Item: 15
540
City of Lake Forest
ADMINISTRATIVE FEES
Current Fee Proposed Fee Charge Basis Note CommentsActivity Description 13 Certification of Records $1.00 $1.00 Per Document
14 Postage, If Applicable Actual Cost Actual Cost Per Mailing [e] [a] Fee set by US Government. All fees shown intended to match amounts established by law. All fees/deposits will change pursuant to any applicable amendment to law.
[c] 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.). [d] 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.
[e] City will charge actual postage costs upon request for mailing. [b] Fee set by State. Fee intended to match amounts established by law. All fees/deposits will change pursuant to any applicable amendment to law.
Appendix B: p. 24
Item: 15
541
City of Lake Forest
FINANCE FEES
Current Fee Proposed Fee Charge Basis Note Comments
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
Appendix B: p. 25
Item: 15
542
City of Lake Forest
VEHICLE IMPOUND/RELEASE AND POLICE/SHERIFF FALSE ALARM RESPONSE FEE Current Fee Proposed Fee Charge Basis Note Comment
1 Removal, Impound, Storage or Release of Vehicles
a) Due to driving without a license or with a suspended or revoked license $150 $150 each b) Pursuant to other specific Vehicle Code violations $150 $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 $146 $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.
Appendix B: p. 26
Item: 15
543
City of Lake Forest Removed from fee schedule
PARKING PENALTY BAIL SCHEDULE Maintained in distinct 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 Appendix B: p. 27
Item: 15
544
City of Lake Forest
BUILDING AND SAFETY FEES
New Construction - New Shell or New Building with Inside Improvement Current Proposed
Total Plan Check Permit Total Plan Check Permit Note Comment A-1 Assembly - All Other theaters, with stage Consolidate fee categories for administrative efficiency 1 Type I-A Construction 0 to 5000 square feet $5,711.00 $1,999.00 $3,712.00 ↓ 2 Type I-A Construction 5001 to 10000 square feet $10,175.00 $3,561.00 $6,614.00 3 Type I-A Construction 10001 to 15000 square feet $12,979.00 $4,543.00 $8,436.00 4 Type I-A Construction 15001 to 25000 square feet $17,652.00 $6,178.00 $11,474.00 5 Each additional 1000 square feet $934.00 $327.00 $607.00 6 Type I-B Construction 0 to 5000 square feet $4,361.00 $1,526.00 $2,835.00 7 Type I-B Construction 5001 to 10000 square feet $7,476.00 $2,617.00 $4,859.00 8 Type I-B Construction 10001 to 15000 square feet $10,383.00 $3,634.00 $6,749.00 9 Type I-B Construction 15001 to 25000 square $14,121.00 $4,942.00 $9,179.00 10 Each additional 1000 square feet $1,038.00 $363.00 $675.00 11 Type II-A Construction 0 to 5000 square feet $4,465.00 $1,563.00 $2,902.00 12 Type II-A Construction 5001 to 10000 square feet $7,788.00 $2,726.00 $5,062.00 13 Type II-A Construction 10001 to 15000 square feet $10,695.00 $3,743.00 $6,952.00 14 Type II-A Construction 15001 to 25000 square $14,640.00 $5,124.00 $9,516.00 15 Each additional 1000 square feet $1,038.00 $363.00 $675.00 16 Type II-B Construction 0 to 5000 square feet $4,361.00 $1,526.00 $2,835.00 17 Type II-B Construction 5001 to 10000 square feet $7,476.00 $2,617.00 $4,859.00 18 Type II-B Construction 10001 to 15000 square feet $10,383.00 $3,634.00 $6,749.00 19 Type II-B Construction 15001 to 25000 square $14,121.00 $4,942.00 $9,179.00 20 Each additional 1000 square feet $1,038.00 $363.00 $675.00 21 Type III-A Construction 0 to 5000 square feet $4,672.00 $1,635.00 $3,037.00 22 Type III-A Construction 5001 to 10000 square feet $8,099.00 $2,835.00 $5,264.00 23 Type III-A Construction 10001 to 15000 square feet $11,006.00 $3,852.00 $7,154.00 24 Type III-A Construction 15001 to 25000 square feet $15,160.00 $5,306.00 $9,854.00 25 Each additional 1000 square feet $1,038.00 $363.00 $675.00 26 Type III-B Construction 0 to 5000 square feet $4,465.00 $1,563.00 $2,902.00 $4,465.00 $1,563.00 $2,902.00 27 Type III-B Construction 5001 to 10000 square feet $7,788.00 $2,726.00 $5,062.00 $7,788.00 $2,726.00 $5,062.00 28 Type III-B Construction 10001 to 15000 square feet $10,695.00 $3,743.00 $6,952.00 $10,695.00 $3,743.00 $6,952.00 29 Type III-B Construction 15001 to 25000 square $14,640.00 $5,124.00 $9,516.00 $14,640.00 $5,124.00 $9,516.00 30 Each additional 1000 square feet $1,038.00 $363.00 $675.00 $1,038.00 $363.00 $675.00 31 Type IV Construction 0 to 5000 square feet $4,465.00 $1,563.00 $2,902.00 32 Type IV Construction 5001 to 10000 square feet $7,788.00 $2,726.00 $5,062.00 33 Type IV Construction 10001 to 15000 square feet $10,695.00 $3,743.00 $6,952.00 34 Type IV Construction 15001 to 25000 square $14,640.00 $5,124.00 $9,516.00 35 Each additional 1000 square feet $1,038.00 $363.00 $675.00 36 Type V-A Construction 0 to 5000 square feet $4,465.00 $1,563.00 $2,902.00 37 Type V-A Construction 5001 to 10000 square feet $7,891.00 $2,762.00 $5,129.00 38 Type V-A Construction 10001 to 15000 square feet $10,695.00 $3,743.00 $6,952.00 39 Type V-A Construction 15001 to 25000 square feet $14,744.00 $5,160.00 $9,584.00 40 Each additional 1000 square feet $1,038.00 $363.00 $675.00 41 Type V-B Construction 0 to 5000 square feet $4,257.00 $1,490.00 $2,767.00 42 Type V-B Construction 5001 to 10000 square feet $7,476.00 $2,617.00 $4,859.00 43 Type V-B Construction 10001 to 15000 square feet $10,280.00 $3,598.00 $6,682.00 44 Type V-B Construction 15001 to 25000 square feet $14,017.00 $4,906.00 $9,111.00 45 Each additional 1000 square feet $1,038.00 $363.00 $675.00 Fee Description
Appendix B: p. 28
Item: 15
545
City of Lake Forest
BUILDING AND SAFETY FEES
New Construction - New Shell or New Building with Inside Improvement Current Proposed
Total Plan Check Permit Total Plan Check Permit Note CommentFee Description 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.
Appendix B: p. 29
Item: 15
546
City of Lake Forest
BUILDING AND SAFETY FEES
New Construction - New Shell or New Building with Inside Improvement Current Proposed
Total Plan Check Permit Total Plan Check Permit Note Comment A-1 Assembly, theaters, without stage Consolidate fee categories for administrative efficiency 1 Type I-A Construction 0 to 5000 square feet $5,918.00 $2,071.00 $3,847.00 ↓ 2 Type I-A Construction 5001 to 10000 square feet $10,383.00 $3,634.00 $6,749.00 3 Type I-A Construction 10001 to 15000 square ft. $13,291.00 $4,652.00 $8,639.00 4 Each additional 1000 square feet $1,038.00 $363.00 $675.00 5 Type I-B Construction 0 to 5000 square feet $4,465.00 $1,563.00 $2,902.00 6 Type I-B Construction 5001 to 10000 square feet $7,891.00 $2,762.00 $5,129.00 7 Type I-B Construction 10001 to 15000 square feet $10,695.00 $3,743.00 $6,952.00 8 Each additional 1000 square feet $1,038.00 $363.00 $675.00 9 Type II-A Construction 0 to 5000 square feet $5,918.00 $2,071.00 $3,847.00 10 Type II-A Construction 5001 to 10000 square feet $10,383.00 $3,634.00 $6,749.00 11 Type II-A Construction 10001 to 15000 square ft. $13,291.00 $4,652.00 $8,639.00 12 Each additional 1000 square feet $1,038.00 $363.00 $675.00 13 Type II-B Construction 0 to 5000 square feet $4,465.00 $1,563.00 $2,902.00 14 Type II-B Construction 5001 to 10000 square feet $7,891.00 $2,762.00 $5,129.00 15 Type II-B Construction 10001 to 15000 square feet $10,695.00 $3,743.00 $6,952.00 16 Each additional 1000 square feet $1,038.00 $363.00 $675.00 17 Type III-A Construction 0 to 5000 square feet $4,672.00 $1,635.00 $3,037.00 18 Type III-A Construction 5001 to 10000 square feet $8,099.00 $2,835.00 $5,264.00 19 Type III-A Construction 10001 to 15000 square feet $11,006.00 $3,852.00 $7,154.00 20 Each additional 1000 square feet $1,038.00 $363.00 $675.00 21 Type III-B Construction 0 to 5000 square feet $4,465.00 $1,563.00 $2,902.00 22 Type III-B Construction 5001 to 10000 square feet $7,891.00 $2,762.00 $5,129.00 23 Type III-B Construction 10001 to 15000 square feet $10,695.00 $3,743.00 $6,952.00 24 Each additional 1000 square feet $1,038.00 $363.00 $675.00 25 Type IV Construction 0 to 5000 square feet $4,465.00 $1,563.00 $2,902.00 26 Type IV Construction 5001 to 10000 square feet $7,891.00 $2,762.00 $5,129.00 27 Type IV Construction 10001 to 15000 square feet $10,695.00 $3,743.00 $6,952.00 28 Each additional 1000 square feet $1,038.00 $363.00 $675.00 29 Type V-A Construction 0 to 5000 square feet $4,465.00 $1,563.00 $2,902.00 30 Type V-A Construction 5001 to 10000 square feet $7,788.00 $2,726.00 $5,062.00 31 Type V-A Construction 10001 to 15000 square feet $10,591.00 $3,707.00 $6,884.00 32 Each additional 1000 square feet $1,038.00 $363.00 $675.00 33 Type V-B Construction 0 to 5000 square feet $4,257.00 $1,490.00 $2,767.00 34 Type V-B Construction 5001 to 10000 square feet $7,476.00 $2,617.00 $4,859.00 35 Type V-B Construction 10001 to 15000 square feet $10,280.00 $3,598.00 $6,682.00 36 Each additional 1000 square feet $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%
b) Electrical Fees 12% 12% 12%
c) Mechanical Fees 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.
Appendix B: p. 30
Item: 15
547
City of Lake Forest
BUILDING AND SAFETY FEES
New Construction - New Shell or New Building with Inside Improvement Current Proposed
Total Plan Check Permit Total Plan Check Permit Note Comment A-2 Assembly, restaurants, bars, banquet halls, nightclubs Consolidate fee categories for administrative efficiency 1 Type I-A Construction 0 to 5000 square feet $6,479.00 $2,268.00 $4,211.00 ↓ 2 Type I-A Construction 5001 to 10000 square feet $11,712.00 $4,099.00 $7,613.00 3 Each additional 1000 square feet $1,869.00 $654.00 $1,215.00 4 Type I-B Construction 0 to 5000 square feet $4,860.00 $1,701.00 $3,159.00 5 Type I-B Construction 5001 to 10000 square feet $8,784.00 $3,074.00 $5,710.00 6 Each additional 1000 square feet $1,402.00 $491.00 $911.00 7 Type II-A Construction 0 to 5000 square feet $5,183.00 $1,814.00 $3,369.00 8 Type II-A Construction 5001 to 10000 square feet $9,369.00 $3,279.00 $6,090.00 9 Each additional 1000 square feet $1,495.00 $523.00 $972.00 10 Type II-B Construction 0 to 5000 square feet $4,860.00 $1,701.00 $3,159.00 11 Type II-B Construction 5001 to 10000 square feet $8,784.00 $3,074.00 $5,710.00 12 Each additional 1000 square feet $1,402.00 $491.00 $911.00 13 Type III-A Construction 0 to 5000 square feet $5,400.00 $1,890.00 $3,510.00 14 Type III-A Construction 5001 to 10000 square feet $9,760.00 $3,416.00 $6,344.00 15 Each additional 1000 square feet $1,557.00 $545.00 $1,012.00 16 Type III-B Construction 0 to 5000 square feet $5,295.00 $1,853.00 $3,442.00 $5,295.00 $1,853.00 $3,442.00 17 Type III-B Construction 5001 to 10000 square feet $9,449.00 $3,307.00 $6,142.00 $9,449.00 $3,307.00 $6,142.00 18 Each additional 1000 square feet $1,454.00 $509.00 $945.00 $1,454.00 $509.00 $945.00 19 Type IV Construction 0 to 5000 square feet $5,295.00 $1,853.00 $3,442.00 20 Type IV Construction 5001 to 10000 square feet $9,449.00 $3,307.00 $6,142.00 21 Each additional 1000 square feet $1,454.00 $509.00 $945.00 22 Type V-A Construction 0 to 5000 square feet $5,088.00 $1,781.00 $3,307.00 23 Type V-A Construction 5001 to 10000 square feet $9,034.00 $3,162.00 $5,872.00 24 Each additional 1000 square feet $1,454.00 $509.00 $945.00 25 Type V-B Construction 0 to 5000 square feet $4,880.00 $1,708.00 $3,172.00 26 Type V-B Construction 5001 to 10000 square feet $8,618.00 $3,016.00 $5,602.00 27 Each additional 1000 square feet $1,349.00 $472.00 $877.00 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%
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.
Appendix B: p. 31
Item: 15
548
City of Lake Forest
BUILDING AND SAFETY FEES
New Construction - New Shell or New Building with Inside Improvement Current Proposed
Total Plan Check Permit Total Plan Check Permit Note Comment A-3 Assembly, churches Consolidate fee categories for administrative efficiency 1 Type I-A Construction 0 to 5000 square feet $5,503.00 $1,926.00 $3,577.00 ↓ 2 Type I-A Construction 5001 to 10000 square feet $9,864.00 $3,452.00 $6,412.00 3 Type I-A Construction 10001 to 15000 square feet $12,460.00 $4,361.00 $8,099.00 4 Type I-A Construction 15001 to 25000 square feet $17,029.00 $5,960.00 $11,069.00 5 Each additional 1000 square feet $934.00 $327.00 $607.00 6 Type I-B Construction 0 to 5000 square feet $4,128.00 $1,445.00 $2,683.00 7 Type I-B Construction 5001 to 10000 square feet $7,398.00 $2,589.00 $4,809.00 8 Type I-B Construction 10001 to 15000 square feet $9,345.00 $3,271.00 $6,074.00 9 Type I-B Construction 15001 to 25000 square feet $12,771.00 $4,470.00 $8,301.00 10 Each additional 1000 square feet $701.00 $245.00 $456.00 11 Type II-A Construction 0 to 5000 square feet $4,361.00 $1,526.00 $2,835.00 12 Type II-A Construction 5001 to 10000 square feet $7,683.00 $2,689.00 $4,994.00 13 Type II-A Construction 10001 to 15000 square feet $10,591.00 $3,707.00 $6,884.00 14 Type II-A Construction 15001 to 25000 square feet $14,432.00 $5,051.00 $9,381.00 15 Each additional 1000 square feet $1,038.00 $363.00 $675.00 16 Type II-B Construction 0 to 5000 square feet $4,257.00 $1,490.00 $2,767.00 17 Type II-B Construction 5001 to 10000 square feet $7,372.00 $2,580.00 $4,792.00 18 Type Il-B Construction 10001 to 15000 square feet $10,280.00 $3,598.00 $6,682.00 19 Type II-B Construction 15001 to 25000 square feet $13,914.00 $4,870.00 $9,044.00 20 Each additional 1000 square feet $1,038.00 $363.00 $675.00 21 Type III-A Construction 0 to 5000 square feet $4,672.00 $1,635.00 $3,037.00 22 Type III-A Construction 5001 to 10000 square feet $8,203.00 $2,871.00 $5,332.00 23 Type III-A Construction 10001 to 15000 square feet $11,111.00 $3,889.00 $7,222.00 24 Type III-A Construction 15001 to 25000 square feet $15,368.00 $5,379.00 $9,989.00 25 Each additional 1000 square feet $934.00 $327.00 $607.00 26 Type III-B Construction 0 to 5000 square feet $4,465.00 $1,563.00 $2,902.00 27 Type III-B Construction 5001 to 10000 square feet $7,995.00 $2,798.00 $5,197.00 28 Type III-B Construction 10001 to 15000 square feet $10,799.00 $3,780.00 $7,019.00 29 Type III-B Construction 15001 to 25000 square feet $14,848.00 $5,197.00 $9,651.00 30 Each additional 1000 square feet $1,038.00 $363.00 $675.00 31 Type IV Construction 0 to 5000 square feet $4,465.00 $1,563.00 $2,902.00 32 Type IV Construction 5001 to 10000 square feet $7,995.00 $2,798.00 $5,197.00 33 Type IV Construction 10001 to 15000 square feet $10,799.00 $3,780.00 $7,019.00 34 Type IV Construction 15001 to 25000 square feet $14,848.00 $5,197.00 $9,651.00 35 Each additional 1000 square feet $1,038.00 $363.00 $675.00 36 Type V-A Construction 0 to 5000 square feet $4,465.00 $1,563.00 $2,902.00 37 Type V-A Construction 5001 to 10000 square feet $7,788.00 $2,726.00 $5,062.00 38 Type V-A Construction 10001 to 15000 square feet $10,695.00 $3,743.00 $6,952.00 39 Type V-A Construction 15001 to 25000 square feet $14,640.00 $5,124.00 $9,516.00 40 Each additional 1000 square feet $1,038.00 $363.00 $675.00 41 Type V-B Construction 0 to 5000 square feet $4,257.00 $1,490.00 $2,767.00 42 Type V-B Construction 5001 to 10000 square feet $7,476.00 $2,617.00 $4,859.00 43 Type V-B Construction 10001 to 15000 square feet $10,280.00 $3,598.00 $6,682.00 44 Type V-B Construction 15001 to 25000 square feet $14,017.00 $4,906.00 $9,111.00 45 Each additional 1000 square feet $1,038.00 $363.00 $675.00 Fee Description
Appendix B: p. 32
Item: 15
549
City of Lake Forest
BUILDING AND SAFETY FEES
New Construction - New Shell or New Building with Inside Improvement Current Proposed
Total Plan Check Permit Total Plan Check Permit Note CommentFee Description 46 For Permits Requiring Plumbing, Electric, or Mechanical Review the following percentages shall be added to base fees:*a) Plumbing Fees 12% 12% 12%
b) Electrical Fees 12% 12% 12%
c) Mechanical Fees 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.
Appendix B: p. 33
Item: 15
550
City of Lake Forest
BUILDING AND SAFETY FEES
New Construction - New Shell or New Building with Inside Improvement Current Proposed
Total Plan Check Permit Total Plan Check Permit Note Comment A-3 Assembly, general, community halls, libraries, museums Consolidate fee categories for administrative efficiency 1 Type I-A Construction 0 to 5000 square feet $6,334.00 $2,217.00 $4,117.00 ↓ 2 Type I-A Construction 5001 to 10000 square feet $10,799.00 $3,780.00 $7,019.00 3 Each additional 1000 square feet $1,038.00 $363.00 $675.00 4 Type I-B Construction 0 to 5000 square feet $4,672.00 $1,635.00 $3,037.00 5 Type I-B Construction 5001 to 10000 square feet $8,203.00 $2,871.00 $5,332.00 6 Each additional 1000 square feet $1,349.00 $472.00 $877.00 7 Type II-A Construction 0 to 5000 square feet $4,880.00 $1,708.00 $3,172.00 8 Type II-A Construction 5001 to 10000 square feet $8,618.00 $3,016.00 $5,602.00 9 Each additional 1000 square feet $1,349.00 $472.00 $877.00 10 Type II-B Construction 0 to 5000 square feet $4,672.00 $1,635.00 $3,037.00 11 Type II-B Construction 5001 to 10000 square feet $8,203.00 $2,871.00 $5,332.00 12 Each additional 1000 square feet $1,349.00 $472.00 $877.00 13 Type III-A Construction 0 to 5000 square feet $5,088.00 $1,781.00 $3,307.00 14 Type III-A Construction 5001 to 10000 square feet $9,034.00 $3,162.00 $5,872.00 15 Each additional 1000 square feet $1,454.00 $509.00 $945.00 16 Type III-B Construction 0 to 5000 square feet $4,880.00 $1,708.00 $3,172.00 17 Type III-B Construction 5001 to 10000 square feet $8,618.00 $3,016.00 $5,602.00 18 Each additional 1000 square feet $1,349.00 $472.00 $877.00 19 Type IV Construction 0 to 5000 square feet $4,880.00 $1,708.00 $3,172.00 20 Type IV Construction 5001 to 10000 square feet $8,618.00 $3,016.00 $5,602.00 21 Each additional 1000 square feet $1,349.00 $472.00 $877.00 22 Type V-A Construction 0 to 5000 square feet $4,880.00 $1,708.00 $3,172.00 23 Type V-A Construction 5001 to 10000 square feet $8,618.00 $3,016.00 $5,602.00 24 Each additional 1000 square feet $1,349.00 $472.00 $877.00 25 Type V-B Construction 0 to 5000 square feet $4,672.00 $1,635.00 $3,037.00 26 Type V-B Construction 5001 to 10000 square feet $8,203.00 $2,871.00 $5,332.00 27 Each additional 1000 square feet $1,349.00 $472.00 $877.00 28 For Permits Requiring Plumbing, Electric, or Mechanical Review the following percentages shall be added to base fees:*a) Plumbing Fees 12% 12% 12%
b) Electrical Fees 12% 12% 12%
c) Mechanical Fees 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.
Appendix B: p. 34
Item: 15
551
City of Lake Forest
BUILDING AND SAFETY FEES
New Construction - New Shell or New Building with Inside Improvement Current Proposed
Total Plan Check Permit Total Plan Check Permit Note Comment A-4 Assembly, arenas Consolidate fee categories for administrative efficiency 1 Type I-A Construction 0 to 5000 square feet $5,918.00 $2,071.00 $3,847.00 ↓ 2 Type I-A Construction 5001 to 10000 square feet $10,383.00 $3,634.00 $6,749.00 3 Type I-A Construction 10001 to 15000 square ft. $13,291.00 $4,652.00 $8,639.00 4 Each additional 1000 square feet $1,038.00 $363.00 $675.00 5 Type I-B Construction 0 to 5000 square feet $4,465.00 $1,563.00 $2,902.00 6 Type I-B Construction 5001 to 10000 square feet $7,891.00 $2,762.00 $5,129.00 7 Type I-B Construction 10001 to 15000 square feet $10,695.00 $3,743.00 $6,952.00 8 Each additional 1000 square feet $1,038.00 $363.00 $675.00 9 Type II-A Construction 0 to 5000 square feet $5,918.00 $2,071.00 $3,847.00 10 Type II-A Construction 5001 to 10000 square feet $10,383.00 $3,634.00 $6,749.00 11 Type II-A Construction 10001 to 15000 square ft. $13,291.00 $4,652.00 $8,639.00 12 Each additional 1000 square feet $1,038.00 $363.00 $675.00 13 Type II-B Construction 0 to 5000 square feet $4,465.00 $1,563.00 $2,902.00 14 Type II-B Construction 5001 to 10000 square feet $7,891.00 $2,762.00 $5,129.00 15 Type II-B Construction 10001 to 15000 square feet $10,695.00 $3,743.00 $6,952.00 16 Each additional 1000 square feet $1,038.00 $363.00 $675.00 17 Type III-A Construction 0 to 5000 square feet $4,672.00 $1,635.00 $3,037.00 18 Type III-A Construction 5001 to 10000 square feet $8,099.00 $2,835.00 $5,264.00 19 Type III-A Construction 10001 to 15000 square feet $11,006.00 $3,852.00 $7,154.00 20 Each additional 1000 square feet $1,038.00 $363.00 $675.00 21 Type III-B Construction 0 to 5000 square feet $4,465.00 $1,563.00 $2,902.00 22 Type III-B Construction 5001 to 10000 square feet $7,891.00 $2,762.00 $5,129.00 23 Type III-B Construction 10001 to 15000 square feet $10,695.00 $3,743.00 $6,952.00 24 Each additional 1000 square feet $1,038.00 $363.00 $675.00 25 Type IV Construction 0 to 5000 square feet $4,465.00 $1,563.00 $2,902.00 26 Type IV Construction 5001 to 10000 square feet $7,891.00 $2,762.00 $5,129.00 27 Type IV Construction 10001 to 15000 square feet $10,695.00 $3,743.00 $6,952.00 28 Each additional 1000 square feet $1,038.00 $363.00 $675.00 29 Type V-A Construction 0 to 5000 square feet $4,465.00 $1,563.00 $2,902.00 30 Type V-A Construction 5001 to 10000 square feet $7,788.00 $2,726.00 $5,062.00 31 Type V-A Construction 10001 to 15000 square feet $10,591.00 $3,707.00 $6,884.00 32 Each additional 1000 square feet $1,038.00 $363.00 $675.00 33 Type V-B Construction 0 to 5000 square feet $4,257.00 $1,490.00 $2,767.00 34 Type V-B Construction 5001 to 10000 square feet $7,476.00 $2,617.00 $4,859.00 35 Type V-B Construction 10001 to 15000 square feet $10,280.00 $3,598.00 $6,682.00 36 Each additional 1000 square feet $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%
b) Electrical Fees 12% 12% 12%
c) Mechanical Fees 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.
Appendix B: p. 35
Item: 15
552
City of Lake Forest
BUILDING AND SAFETY FEES
New Construction - New Shell or New Building with Inside Improvement Current Proposed
Total Plan Check Permit Total Plan Check Permit Note Comment B - Business Consolidate fee categories for administrative efficiency 1 Type I-A Construction 0 to 5000 square feet $7,683.00 $2,689.00 $4,994.00 ↓ 2 Type I-A Construction 5001 to 10000 square feet $12,460.00 $4,361.00 $8,099.00 3 Each additional 1000 square feet $1,038.00 $363.00 $675.00 4 Type I-B Construction 0 to 5000 square feet $5,763.00 $2,017.00 $3,746.00 5 Type I-B Construction 5001 to 10000 square feet $9,345.00 $3,271.00 $6,074.00 6 Each additional 1000 square feet $779.00 $273.00 $506.00 7 Type II-A Construction 0 to 5000 square feet $5,918.00 $2,071.00 $3,847.00 8 Type II-A Construction 5001 to 10000 square feet $10,383.00 $3,634.00 $6,749.00 9 Each additional 1000 square feet $1,038.00 $363.00 $675.00 10 Type II-B Construction 0 to 5000 square feet $5,711.00 $1,999.00 $3,712.00 11 Type II-B Construction 5001 to 10000 square feet $10,175.00 $3,561.00 $6,614.00 12 Each additional 1000 square feet $1,038.00 $363.00 $675.00 13 Type III-A Construction 0 to 5000 square feet $6,437.00 $2,253.00 $4,184.00 14 Type III-A Construction 5001 to 10000 square feet $11,006.00 $3,852.00 $7,154.00 15 Each additional 1000 square feet $1,038.00 $363.00 $675.00 16 Type III-B Construction 0 to 5000 square feet $6,334.00 $2,217.00 $4,117.00 17 Type III-B Construction 5001 to 10000 square feet $10,799.00 $3,780.00 $7,019.00 18 Each additional 1000 square feet $1,038.00 $363.00 $675.00 19 Type IV Construction 0 to 5000 square feet $6,334.00 $2,217.00 $4,117.00 20 Type IV Construction 5001 to 10000 square feet $10,799.00 $3,780.00 $7,019.00 21 Each additional 1000 square feet $1,038.00 $363.00 $675.00 22 Type V-A Construction 0 to 5000 square feet $5,918.00 $2,071.00 $3,847.00 23 Type V-A Construction 5001 to 10000 square feet $10,383.00 $3,634.00 $6,749.00 24 Each additional 1000 square feet $1,038.00 $363.00 $675.00 25 Type V-B Construction 0 to 5000 square feet $5,711.00 $1,999.00 $3,712.00 26 Type V-B Construction 5001 to 10000 square feet $10,175.00 $3,561.00 $6,614.00 27 Each additional 1000 square feet $1,038.00 $363.00 $675.00 28 For Permits Requiring Plumbing, Electric, or Mechanical Review the following percentages shall be added to base fees:*a) Plumbing Fees 12% 12% 12%
b) Electrical Fees 12% 12% 12%
c) Mechanical Fees 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.
Appendix B: p. 36
Item: 15
553
City of Lake Forest
BUILDING AND SAFETY FEES
New Construction - New Shell or New Building with Inside Improvement Current Proposed
Total Plan Check Permit Total Plan Check Permit Note Comment B - Business, bowling alley Consolidate fee categories for administrative efficiency 1 Type I-A Construction 0 to 5000 square feet $3,426.00 $1,199.00 $2,227.00 ↓ 2 Type I-A Construction 5001 to 10000 square feet $5,607.00 $1,962.00 $3,645.00 3 Type I-A Construction 10001 to 15000 square ft. $7,891.00 $2,762.00 $5,129.00 4 Each additional 1000 square feet $1,028.00 $360.00 $668.00 5 Type I-B Construction 0 to 5000 square feet $3,323.00 $1,163.00 $2,160.00 6 Type I-B Construction 5001 to 10000 square feet $5,295.00 $1,853.00 $3,442.00 7 Type I-B Construction 10001 to 15000 square ft. $7,476.00 $2,617.00 $4,859.00 8 Each additional 1000 square feet $1,028.00 $360.00 $668.00 9 Type II-A Construction 0 to 5000 square feet $3,426.00 $1,199.00 $2,227.00 10 Type II-A Construction 5001 to 10000 square feet $5,607.00 $1,962.00 $3,645.00 11 Type II-A Construction 10001 to 15000 square ft. $7,891.00 $2,762.00 $5,129.00 12 Each additional 1000 square feet $1,028.00 $360.00 $668.00 13 Type II-B Construction 0 to 5000 square feet $3,323.00 $1,163.00 $2,160.00 14 Type II-B Construction 5001 to 10000 square feet $5,295.00 $1,853.00 $3,442.00 15 Type II-B Construction 10001 to 15000 square feet $7,476.00 $2,617.00 $4,859.00 16 Each additional 1000 square feet $1,028.00 $360.00 $668.00 17 Type III-A - 1 hr. Construction 0 to 5000 square feet $3,634.00 $1,272.00 $2,362.00 18 Type III-A - 1 hr. Construction 5001 to 10000 square feet $6,022.00 $2,108.00 $3,914.00 19 Type III-A - 1 hr. Construction 10001 to 15000 square feet $8,514.00 $2,980.00 $5,534.00 20 Each additional 1000 square feet $1,038.00 $363.00 $675.00 21 Type III-B Construction 0 to 5000 square feet $3,426.00 $1,199.00 $2,227.00 22 Type III-B Construction 5001 to 10000 square feet $5,711.00 $1,999.00 $3,712.00 23 Type III-B Construction 10001 to 15000 square feet $7,995.00 $2,798.00 $5,197.00 24 Each additional 1000 square feet $1,028.00 $360.00 $668.00 25 Type IV Construction 0 to 5000 square feet $3,426.00 $1,199.00 $2,227.00 26 Type IV Construction 5001 to 10000 square feet $5,711.00 $1,999.00 $3,712.00 27 Type IV Construction 10001 to 15000 square feet $7,995.00 $2,798.00 $5,197.00 28 Each additional 1000 square feet $1,028.00 $360.00 $668.00 29 Type V-A Construction 0 to 5000 square feet $2,803.00 $981.00 $1,822.00 30 Type V-A Construction 5001 to 10000 square feet $4,465.00 $1,563.00 $2,902.00 31 Type V-A Construction 10001 to 15000 square feet $6,229.00 $2,180.00 $4,049.00 32 Each additional 1000 square feet $851.00 $298.00 $553.00 33 Type V-B Construction 0 to 5000 square feet $2,663.00 $932.00 $1,731.00 34 Type V-B Construction 5001 to 10000 square feet $4,242.00 $1,485.00 $2,757.00 35 Type V-B Construction 10001 to 15000 square feet $5,918.00 $2,071.00 $3,847.00 36 Each additional 1000 square feet $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%
b) Electrical Fees 12% 12% 12%
c) Mechanical Fees 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.
Appendix B: p. 37
Item: 15
554
City of Lake Forest
BUILDING AND SAFETY FEES
New Construction - New Shell or New Building with Inside Improvement Current Proposed
Total Plan Check Permit Total Plan Check Permit Note Comment B - Business, fire station Consolidate fee categories for administrative efficiency 1 Type I-A Construction 0 to 5000 square feet $6,229.00 $2,180.00 $4,049.00 ↓ 2 Type I-A Construction 5001 to 10000 square feet $10,695.00 $3,743.00 $6,952.00 3 Each additional 1000 square feet $1,038.00 $363.00 $675.00 4 Type I-B Construction 0 to 5000 square feet $4,361.00 $1,526.00 $2,835.00 5 Type I-B Construction 5001 to 10000 square feet $7,372.00 $2,580.00 $4,792.00 6 Each additional 1000 square feet $1,246.00 $436.00 $810.00 7 Type II-A Construction 0 to 5000 square feet $4,465.00 $1,563.00 $2,902.00 8 Type II-A Construction 5001 to 10000 square feet $7,788.00 $2,726.00 $5,062.00 9 Each additional 1000 square feet $1,246.00 $436.00 $810.00 10 Type II-B Construction 0 to 5000 square feet $4,361.00 $1,526.00 $2,835.00 11 Type II-B Construction 5001 to 10000 square feet $7,372.00 $2,580.00 $4,792.00 12 Each additional 1000 square feet $1,246.00 $436.00 $810.00 13 Type III-A Construction 0 to 5000 square feet $4,777.00 $1,672.00 $3,105.00 14 Type III-A Construction 5001 to 10000 square feet $8,411.00 $2,944.00 $5,467.00 15 Each additional 1000 square feet $1,349.00 $472.00 $877.00 16 Type III-B Construction 0 to 5000 square feet $4,569.00 $1,599.00 $2,970.00 17 Type III-B Construction 5001 to 10000 square feet $7,995.00 $2,798.00 $5,197.00 18 Each additional 1000 square feet $1,349.00 $472.00 $877.00 19 Type IV Construction 0 to 5000 square feet $4,569.00 $1,599.00 $2,970.00 20 Type IV Construction 5001 to 10000 square feet $7,995.00 $2,798.00 $5,197.00 21 Each additional 1000 square feet $1,349.00 $472.00 $877.00 22 Type V-A Construction 0 to 5000 square feet $4,465.00 $1,563.00 $2,902.00 23 Type V-A Construction 5001 to 10000 square feet $7,995.00 $2,798.00 $5,197.00 24 Each additional 1000 square feet $1,246.00 $436.00 $810.00 25 Type V-B Construction 0 to 5000 square feet $4,361.00 $1,526.00 $2,835.00 26 Type V-B Construction 5001 to 10000 square feet $7,580.00 $2,653.00 $4,927.00 27 Each additional 1000 square feet $1,246.00 $436.00 $810.00 28 For Permits Requiring Plumbing, Electric, or Mechanical Review the following percentages shall be added to base fees:*a) Plumbing Fees 12% 12% 12%
b) Electrical Fees 12% 12% 12%
c) Mechanical Fees 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.
Appendix B: p. 38
Item: 15
555
City of Lake Forest
BUILDING AND SAFETY FEES
New Construction - New Shell or New Building with Inside Improvement Current Proposed
Total Plan Check Permit Total Plan Check Permit Note Comment B - Business, medical offices Consolidate fee categories for administrative efficiency 1 Type I-A Construction 0 to 5000 square feet $6,334.00 $2,217.00 $4,117.00 ↓ 2 Type I-A Construction 5001 to 10000 square feet $10,903.00 $3,816.00 $7,087.00 3 Type I-A Construction 10001 to 15000 square feet $13,706.00 $4,797.00 $8,909.00 4 Type I-A Construction 15001 to 25000 square feet $19,001.00 $6,650.00 $12,351.00 5 Each additional 1000 square feet $934.00 $327.00 $607.00 6 Type I-B Construction 0 to 5000 square feet $4,984.00 $1,744.00 $3,240.00 7 Type I-B Construction 5001 to 10000 square feet $8,826.00 $3,089.00 $5,737.00 8 Type I-B Construction 10001 to 15000 square feet $11,629.00 $4,070.00 $7,559.00 9 Type I-B Construction 15001 to 25000 square $15,991.00 $5,597.00 $10,394.00 10 Each additional 1000 square feet $934.00 $327.00 $607.00 11 Type II-A Construction 0 to 5000 square feet $5,192.00 $1,817.00 $3,375.00 12 Type II-A Construction 5001 to 10000 square feet $9,241.00 $3,234.00 $6,007.00 13 Type II-A Construction 10001 to 15000 square feet $11,941.00 $4,179.00 $7,762.00 14 Type II-A Construction 15001 to 25000 square $16,406.00 $5,742.00 $10,664.00 15 Each additional 1000 square feet $934.00 $327.00 $607.00 16 Type II-B Construction 0 to 5000 square feet $4,984.00 $1,744.00 $3,240.00 17 Type II-B Construction 5001 to 10000 square feet $8,826.00 $3,089.00 $5,737.00 18 Type II-B Construction 10001 to 15000 square feet $11,629.00 $4,070.00 $7,559.00 19 Type II-B Construction 15001 to 25000 square $15,991.00 $5,597.00 $10,394.00 20 Each additional 1000 square feet $934.00 $327.00 $607.00 21 Type III-A Construction 0 to 5000 square feet $5,503.00 $1,926.00 $3,577.00 22 Type III-A Construction 5001 to 10000 square feet $9,864.00 $3,452.00 $6,412.00 23 Type III-A Construction 10001 to 15000 square feet $12,563.00 $4,397.00 $8,166.00 24 Type III-A Construction 15001 to 25000 square feet $17,132.00 $5,996.00 $11,136.00 25 Each additional 1000 square feet $934.00 $327.00 $607.00 26 Type III-B Construction 0 to 5000 square feet $5,192.00 $1,817.00 $3,375.00 $5,192.00 $1,817.00 $3,375.00 27 Type III-B Construction 5001 to 10000 square feet $9,345.00 $3,271.00 $6,074.00 $9,345.00 $3,271.00 $6,074.00 28 Type III-B Construction 10001 to 15000 square feet $12,045.00 $4,216.00 $7,829.00 $12,045.00 $4,216.00 $7,829.00 29 Type III-B Construction 15001 to 25000 square $16,509.00 $5,778.00 $10,731.00 $16,509.00 $5,778.00 $10,731.00 30 Each additional 1000 square feet $934.00 $327.00 $607.00 $934.00 $327.00 $607.00 31 Type IV Construction 0 to 5000 square feet $5,192.00 $1,817.00 $3,375.00 32 Type IV Construction 5001 to 10000 square feet $9,345.00 $3,271.00 $6,074.00 33 Type IV Construction 10001 to 15000 square feet $12,045.00 $4,216.00 $7,829.00 34 Type IV Construction 15001 to 25000 square $16,509.00 $5,778.00 $10,731.00 35 Each additional 1000 square feet $934.00 $327.00 $607.00 36 Type V-A Construction 0 to 5000 square feet $5,088.00 $1,781.00 $3,307.00 37 Type V-A Construction 5001 to 10000 square feet $9,137.00 $3,198.00 $5,939.00 38 Type V-A Construction 10001 to 15000 square feet $11,837.00 $4,143.00 $7,694.00 39 Type V-A Construction 15001 to 25000 square feet $16,198.00 $5,669.00 $10,529.00 40 Each additional 1000 square feet $934.00 $327.00 $607.00 41 Type V-B Construction 0 to 5000 square feet $4,984.00 $1,744.00 $3,240.00 42 Type V-B Construction 5001 to 10000 square feet $8,722.00 $3,053.00 $5,669.00 43 Type V-B Construction 10001 to 15000 square feet $11,526.00 $4,034.00 $7,492.00 44 Type V-B Construction 15001 to 25000 square feet $15,886.00 $5,560.00 $10,326.00 45 Each additional 1000 square feet $934.00 $327.00 $607.00 Fee Description
Appendix B: p. 39
Item: 15
556
City of Lake Forest
BUILDING AND SAFETY FEES
New Construction - New Shell or New Building with Inside Improvement Current Proposed
Total Plan Check Permit Total Plan Check Permit Note CommentFee Description 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.
Appendix B: p. 40
Item: 15
557
City of Lake Forest
BUILDING AND SAFETY FEES
New Construction - New Shell or New Building with Inside Improvement Current Proposed
Total Plan Check Permit Total Plan Check Permit Note Comment B - Business, offices Consolidate fee categories for administrative efficiency 1 Type I-A Construction 0 to 5000 square feet $5,815.00 $2,035.00 $3,780.00 ↓ 2 Type I-A Construction 5001 to 10000 square feet $10,280.00 $3,598.00 $6,682.00 3 Type I-A Construction 10001 to 15000 square feet $13,083.00 $4,579.00 $8,504.00 4 Type I-A Construction 15001 to 25000 square feet $17,755.00 $6,214.00 $11,541.00 5 Each additional 1000 square feet $934.00 $327.00 $607.00 6 Type I-B Construction 0 to 5000 square feet $4,154.00 $1,454.00 $2,700.00 7 Type I-B Construction 5001 to 10000 square feet $7,165.00 $2,508.00 $4,657.00 8 Type I-B Construction 10001 to 15000 square feet $10,072.00 $3,525.00 $6,547.00 9 Type I-B Construction 15001 to 25000 square $13,706.00 $4,797.00 $8,909.00 10 Each additional 1000 square feet $1,038.00 $363.00 $675.00 11 Type II-A Construction 0 to 5000 square feet $4,257.00 $1,490.00 $2,767.00 12 Type II-A Construction 5001 to 10000 square feet $7,476.00 $2,617.00 $4,859.00 13 Type II-A Construction 10001 to 15000 square feet $10,383.00 $3,634.00 $6,749.00 14 Type II-A Construction 15001 to 25000 square $14,121.00 $4,942.00 $9,179.00 15 Each additional 1000 square feet $1,038.00 $363.00 $675.00 16 Type II-B Construction 0 to 5000 square feet $4,154.00 $1,454.00 $2,700.00 17 Type II-B Construction 5001 to 10000 square feet $7,165.00 $2,508.00 $4,657.00 18 Type II-B Construction 10001 to 15000 square feet $10,072.00 $3,525.00 $6,547.00 19 Type II-B Construction 15001 to 25000 square $13,706.00 $4,797.00 $8,909.00 20 Each additional 1000 square feet $1,038.00 $363.00 $675.00 21 Type III-A Construction 0 to 5000 square feet $4,465.00 $1,563.00 $2,902.00 22 Type III-A Construction 5001 to 10000 square feet $7,995.00 $2,798.00 $5,197.00 23 Type III-A Construction 10001 to 15000 square feet $10,799.00 $3,780.00 $7,019.00 24 Type III-A Construction 15001 to 25000 square feet $14,848.00 $5,197.00 $9,651.00 25 Each additional 1000 square feet $1,038.00 $363.00 $675.00 26 Type III-B Construction 0 to 5000 square feet $4,361.00 $1,526.00 $2,835.00 27 Type III-B Construction 5001 to 10000 square feet $7,580.00 $2,653.00 $4,927.00 28 Type III-B Construction 10001 to 15000 square feet $10,487.00 $3,670.00 $6,817.00 29 Type III-B Construction 15001 to 25000 square $14,432.00 $5,051.00 $9,381.00 30 Each additional 1000 square feet $1,038.00 $363.00 $675.00 31 Type IV Construction 0 to 5000 square feet $4,361.00 $1,526.00 $2,835.00 32 Type IV Construction 5001 to 10000 square feet $7,580.00 $2,653.00 $4,927.00 33 Type IV Construction 10001 to 15000 square feet $10,487.00 $3,670.00 $6,817.00 34 Type IV Construction 15001 to 25000 square $14,432.00 $5,051.00 $9,381.00 35 Each additional 1000 square feet $1,038.00 $363.00 $675.00 36 Type V-A Construction 0 to 5000 square feet $4,361.00 $1,526.00 $2,835.00 37 Type V-A Construction 5001 to 10000 square feet $7,476.00 $2,617.00 $4,859.00 38 Type V-A Construction 10001 to 15000 square feet $10,383.00 $3,634.00 $6,749.00 39 Type V-A Construction 15001 to 25000 square feet $14,225.00 $4,979.00 $9,246.00 40 Each additional 1000 square feet $1,038.00 $363.00 $675.00 41 Type V-B Construction 0 to 5000 square feet $4,154.00 $1,454.00 $2,700.00 42 Type V-B Construction 5001 to 10000 square feet $7,165.00 $2,508.00 $4,657.00 43 Type V-B Construction 10001 to 15000 square feet $10,072.00 $3,525.00 $6,547.00 44 Type V-B Construction 15001 to 25000 square feet $13,706.00 $4,797.00 $8,909.00 45 Each additional 1000 square feet $1,038.00 $363.00 $675.00 Fee Description
Appendix B: p. 41
Item: 15
558
City of Lake Forest
BUILDING AND SAFETY FEES
New Construction - New Shell or New Building with Inside Improvement Current Proposed
Total Plan Check Permit Total Plan Check Permit Note CommentFee Description 46 For Permits Requiring Plumbing, Electric, or Mechanical Review the following percentages shall be added to base fees:*a) Plumbing Fees 12% 12% 12%
b) Electrical Fees 12% 12% 12%
c) Mechanical Fees 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.
Appendix B: p. 42
Item: 15
559
City of Lake Forest
BUILDING AND SAFETY FEES
New Construction - New Shell or New Building with Inside Improvement Current Proposed
Total Plan Check Permit Total Plan Check Permit Note Comment B - Business, public buildings Consolidate fee categories for administrative efficiency 1 Type I-A Construction 0 to 5000 square feet $6,542.00 $2,290.00 $4,252.00 ↓ 2 Type I-A Construction 5001 to 10000 square feet $11,111.00 $3,889.00 $7,222.00 3 Type I-A Construction 10001 to 15000 square feet $14,432.00 $5,051.00 $9,381.00 4 Type I-A Construction 15001 to 25000 square feet $19,313.00 $6,760.00 $12,553.00 5 Each additional 1000 square feet $841.00 $294.00 $547.00 6 Type I-B Construction 0 to 5000 square feet $5,400.00 $1,890.00 $3,510.00 7 Type I-B Construction 5001 to 10000 square feet $9,552.00 $3,343.00 $6,209.00 8 Type I-B Construction 10001 to 15000 square feet $12,252.00 $4,288.00 $7,964.00 9 Type I-B Construction 15001 to 25000 square $16,717.00 $5,851.00 $10,866.00 10 Each additional 1000 square feet $934.00 $327.00 $607.00 11 Type II-A Construction 0 to 5000 square feet $5,503.00 $1,926.00 $3,577.00 12 Type II-A Construction 5001 to 10000 square feet $9,864.00 $3,452.00 $6,412.00 13 Type II-A Construction 10001 to 15000 square feet $12,563.00 $4,397.00 $8,166.00 14 Type II-A Construction 15001 to 25000 square $17,132.00 $5,996.00 $11,136.00 15 Each additional 1000 square feet $934.00 $327.00 $607.00 16 Type II-B Construction 0 to 5000 square feet $5,400.00 $1,890.00 $3,510.00 17 Type II-B Construction 5001 to 10000 square feet $9,552.00 $3,343.00 $6,209.00 18 Type II-B Construction 10001 to 15000 square feet $12,252.00 $4,288.00 $7,964.00 19 Type II-B Construction 15001 to 25000 square $16,717.00 $5,851.00 $10,866.00 20 Each additional 1000 square feet $934.00 $327.00 $607.00 21 Type III-A Construction 0 to 5000 square feet $5,711.00 $1,999.00 $3,712.00 22 Type III-A Construction 5001 to 10000 square feet $10,072.00 $3,525.00 $6,547.00 23 Type III-A Construction 10001 to 15000 square feet $12,875.00 $4,506.00 $8,369.00 24 Type III-A Construction 15001 to 25000 square feet $17,548.00 $6,142.00 $11,406.00 25 Each additional 1000 square feet $934.00 $327.00 $607.00 26 Type III-B Construction 0 to 5000 square feet $5,607.00 $1,962.00 $3,645.00 27 Type III-B Construction 5001 to 10000 square feet $9,968.00 $3,489.00 $6,479.00 28 Type III-B Construction 10001 to 15000 square feet $12,563.00 $4,397.00 $8,166.00 29 Type III-B Construction 15001 to 25000 square $17,132.00 $5,996.00 $11,136.00 30 Each additional 1000 square feet $934.00 $327.00 $607.00 31 Type IV Construction 0 to 5000 square feet $5,607.00 $1,962.00 $3,645.00 32 Type IV Construction 5001 to 10000 square feet $9,968.00 $3,489.00 $6,479.00 33 Type IV Construction 10001 to 15000 square feet $12,563.00 $4,397.00 $8,166.00 34 Type IV Construction 15001 to 25000 square $17,132.00 $5,996.00 $11,136.00 35 Each additional 1000 square feet $934.00 $327.00 $607.00 36 Type V-A Construction 0 to 5000 square feet $5,295.00 $1,853.00 $3,442.00 37 Type V-A Construction 5001 to 10000 square feet $9,449.00 $3,307.00 $6,142.00 38 Type V-A Construction 10001 to 15000 square feet $12,148.00 $4,252.00 $7,896.00 39 Type V-A Construction 15001 to 25000 square feet $16,717.00 $5,851.00 $10,866.00 40 Each additional 1000 square feet $934.00 $327.00 $607.00 41 Type V-B Construction 0 to 5000 square feet $5,192.00 $1,817.00 $3,375.00 42 Type V-B Construction 5001 to 10000 square feet $9,137.00 $3,198.00 $5,939.00 43 Type V-B Construction 10001 to 15000 square feet $11,941.00 $4,179.00 $7,762.00 44 Type V-B Construction 15001 to 25000 square feet $16,302.00 $5,706.00 $10,596.00 45 Each additional 1000 square feet $934.00 $327.00 $607.00 Fee Description
Appendix B: p. 43
Item: 15
560
City of Lake Forest
BUILDING AND SAFETY FEES
New Construction - New Shell or New Building with Inside Improvement Current Proposed
Total Plan Check Permit Total Plan Check Permit Note CommentFee Description 46 For Permits Requiring Plumbing, Electric, or Mechanical Review the following percentages shall be added to base fees:*a) Plumbing Fees 12% 12% 12%
b) Electrical Fees 12% 12% 12%
c) Mechanical Fees 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.
Appendix B: p. 44
Item: 15
561
City of Lake Forest
BUILDING AND SAFETY FEES
New Construction - New Shell or New Building with Inside Improvement Current Proposed
Total Plan Check Permit Total Plan Check Permit Note Comment B - Business, service stations Consolidate fee categories for administrative efficiency 1 Type I-A Construction 0 to 5000 square feet $6,229.00 $2,180.00 $4,049.00 ↓ 2 Each additional 1000 square feet $1,714.00 $600.00 $1,114.00 3 Type I-B Construction 0 to 5000 square feet $4,154.00 $1,454.00 $2,700.00 4 Each additional 1000 square feet $1,142.00 $400.00 $742.00 5 Type II-A Construction 0 to 5000 square feet $4,257.00 $1,490.00 $2,767.00 6 Each additional 1000 square feet $1,246.00 $436.00 $810.00 7 Type II-B Construction 0 to 5000 square feet $4,154.00 $1,454.00 $2,700.00 8 Each additional 1000 square feet $1,142.00 $400.00 $742.00 9 Type III-A Construction 0 to 5000 square feet $4,257.00 $1,490.00 $2,767.00 10 Each additional 1000 square feet $1,246.00 $436.00 $810.00 11 Type III-B Construction 0 to 5000 square feet $4,045.00 $1,416.00 $2,629.00 12 Each additional 1000 square feet $1,183.00 $414.00 $769.00 13 Type IV Construction 0 to 5000 square feet $3,842.00 $1,345.00 $2,497.00 14 Each additional 1000 square feet $1,125.00 $394.00 $731.00 15 Type V-A Construction 0 to 5000 square feet $3,842.00 $1,345.00 $2,497.00 16 Each additional 1000 square feet $1,038.00 $363.00 $675.00 17 Type V-B Canopy 0 to 2400 square feet $1,246.00 $436.00 $810.00 18 Type V-B Canopy 2401 to 3600 square feet $1,765.00 $618.00 $1,147.00 19 Type V-B Canopy 3601 to 4800 square feet $2,077.00 $727.00 $1,350.00 20 Type V-B Canopy 4801 to 6000 square feet $2,492.00 $872.00 $1,620.00 21 Each additional 1000 square feet $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%
b) Electrical Fees 12% 12% 12%
c) Mechanical Fees 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.
Appendix B: p. 45
Item: 15
562
City of Lake Forest
BUILDING AND SAFETY FEES
New Construction - New Shell or New Building with Inside Improvement Current Proposed
Total Plan Check Permit Total Plan Check Permit Note Comment E, Business - educational, schools Consolidate fee categories for administrative efficiency 1 Type I-A Construction 0 to 5000 square feet $6,022.00 $2,108.00 $3,914.00 ↓ 2 Type I-A Construction 5001 to 10000 square feet $10,487.00 $3,670.00 $6,817.00 3 Type I-A Construction 10001 to 15000 square feet $13,394.00 $4,688.00 $8,706.00 4 Type I-A Construction 15001 to 25000 square feet $18,171.00 $6,360.00 $11,811.00 5 Each additional 1000 square feet $934.00 $327.00 $607.00 6 Type I-B Construction 0 to 5000 square feet $4,465.00 $1,563.00 $2,902.00 7 Type I-B Construction 5001 to 10000 square feet $7,788.00 $2,726.00 $5,062.00 8 Type I-B Construction 10001 to 15000 square feet $10,695.00 $3,743.00 $6,952.00 9 Type I-B Construction 15001 to 25000 square $14,640.00 $5,124.00 $9,516.00 10 Each additional 1000 square feet $1,038.00 $363.00 $675.00 11 Type II-A Construction 0 to 5000 square feet $4,465.00 $1,563.00 $2,902.00 12 Type II-A Construction 5001 to 10000 square feet $7,788.00 $2,726.00 $5,062.00 13 Type II-A Construction 10001 to 15000 square feet $10,695.00 $3,743.00 $6,952.00 14 Type II-A Construction 15001 to 25000 square $14,640.00 $5,124.00 $9,516.00 15 Each additional 1000 square feet $1,038.00 $363.00 $675.00 16 Type II-B Construction 0 to 5000 square feet $4,465.00 $1,563.00 $2,902.00 $4,465.00 $1,563.00 $2,902.00 17 Type II-B Construction 5001 to 10000 square feet $7,788.00 $2,726.00 $5,062.00 $7,788.00 $2,726.00 $5,062.00 18 Type II-B Construction 10001 to 15000 square feet $10,695.00 $3,743.00 $6,952.00 $10,695.00 $3,743.00 $6,952.00 19 Type II-B Construction 15001 to 25000 square $14,640.00 $5,124.00 $9,516.00 $14,640.00 $5,124.00 $9,516.00 20 Each additional 1000 square feet $1,038.00 $363.00 $675.00 $1,038.00 $363.00 $675.00 21 Type III-A - Construction 0 to 5000 square feet $4,672.00 $1,635.00 $3,037.00 22 Type III-A - Construction 5001 to 10000 square feet $8,306.00 $2,907.00 $5,399.00 23 Type III-A - Construction 10001 to 15000 square feet $11,111.00 $3,889.00 $7,222.00 24 Type III-A - Construction 15001 to 25000 square feet $15,368.00 $5,379.00 $9,989.00 25 Each additional 1000 square feet $934.00 $327.00 $607.00 26 Type III-B Construction 0 to 5000 square feet $4,569.00 $1,599.00 $2,970.00 27 Type III-B Construction 5001 to 10000 square feet $7,995.00 $2,798.00 $5,197.00 28 Type III-B Construction 10001 to 15000 square feet $10,903.00 $3,816.00 $7,087.00 29 Type III-B Construction 15001 to 25000 square $14,952.00 $5,233.00 $9,719.00 30 Each additional 1000 square feet $1,038.00 $363.00 $675.00 31 Type IV Construction 0 to 5000 square feet $4,569.00 $1,599.00 $2,970.00 32 Type IV Construction 5001 to 10000 square feet $7,995.00 $2,798.00 $5,197.00 33 Type IV Construction 10001 to 15000 square feet $10,903.00 $3,816.00 $7,087.00 34 Type IV Construction 15001 to 25000 square $14,952.00 $5,233.00 $9,719.00 35 Each additional 1000 square feet $1,038.00 $363.00 $675.00 36 Type V-A Construction 0 to 5000 square feet $4,465.00 $1,563.00 $2,902.00 37 Type V-A Construction 5001 to 10000 square feet $7,891.00 $2,762.00 $5,129.00 38 Type V-A Construction 10001 to 15000 square feet $10,695.00 $3,743.00 $6,952.00 39 Type V-A Construction 15001 to 25000 square feet $14,744.00 $5,160.00 $9,584.00 40 Each additional 1000 square feet $1,038.00 $363.00 $675.00 41 Type V-B Construction 0 to 5000 square feet $4,361.00 $1,526.00 $2,835.00 42 Type V-B Construction 5001 to 10000 square feet $7,476.00 $2,617.00 $4,859.00 43 Type V-B Construction 10001 to 15000 square feet $10,383.00 $3,634.00 $6,749.00 44 Type V-B Construction 15001 to 25000 square feet $14,225.00 $4,979.00 $9,246.00 45 Each additional 1000 square feet $934.00 $327.00 $607.00 Fee Description
Appendix B: p. 46
Item: 15
563
City of Lake Forest
BUILDING AND SAFETY FEES
New Construction - New Shell or New Building with Inside Improvement Current Proposed
Total Plan Check Permit Total Plan Check Permit Note CommentFee Description 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.
Appendix B: p. 47
Item: 15
564
City of Lake Forest
BUILDING AND SAFETY FEES
New Construction - New Shell or New Building with Inside Improvement Current Proposed
Total Plan Check Permit Total Plan Check Permit Note Comment F-1, F-2, H-1 thru 4, factory & industrial, hazard Consolidate fee categories for administrative efficiency 1 Type I-A Construction 0 to 5000 square feet $3,634.00 $1,272.00 $2,362.00 ↓ 2 Type I-A Construction 5001 to 10000 square feet $6,126.00 $2,144.00 $3,982.00 3 Type I-A Construction 10001 to 15000 square feet $8,618.00 $3,016.00 $5,602.00 4 Type I-A Construction 15001 to 25000 square feet $12,148.00 $4,252.00 $7,896.00 5 Each additional 1000 square feet $1,038.00 $363.00 $675.00 6 Type I-B Construction 0 to 5000 square feet $2,700.00 $945.00 $1,755.00 7 Type I-B Construction 5001 to 10000 square feet $4,361.00 $1,526.00 $2,835.00 8 Type I-B Construction 10001 to 15000 square feet $5,918.00 $2,071.00 $3,847.00 9 Type I-B Construction 15001 to 25000 square $9,137.00 $3,198.00 $5,939.00 10 Each additional 1000 square feet $841.00 $294.00 $547.00 11 Type II-A Construction 0 to 5000 square feet $2,908.00 $1,018.00 $1,890.00 12 Type II-A Construction 5001 to 10000 square feet $4,672.00 $1,635.00 $3,037.00 13 Type II-A Construction 10001 to 15000 square ft. $6,334.00 $2,217.00 $4,117.00 14 Type II-A Construction 15001 to 25000 square ft. $9,760.00 $3,416.00 $6,344.00 15 Each additional 1000 square feet $872.00 $305.00 $567.00 16 Type II-B Construction 0 to 5000 square feet $2,700.00 $945.00 $1,755.00 $2,700.00 $945.00 $1,755.00 17 Type II-B Construction 5001 to 10000 square feet $4,361.00 $1,526.00 $2,835.00 $4,361.00 $1,526.00 $2,835.00 18 Type II-B Construction 10001 to 15000 square feet $5,918.00 $2,071.00 $3,847.00 $5,918.00 $2,071.00 $3,847.00 19 Type II-B Construction 15001 to 25000 square $9,137.00 $3,198.00 $5,939.00 $9,137.00 $3,198.00 $5,939.00 20 Each additional 1000 square feet $841.00 $294.00 $547.00 $841.00 $294.00 $547.00 21 Type III-A - Construction 0 to 5000 square feet $3,115.00 $1,090.00 $2,025.00 22 Type III-A - Construction 5001 to 10000 square feet $4,984.00 $1,744.00 $3,240.00 23 Type III-A -Construction 10001 to 15000 square feet $6,853.00 $2,399.00 $4,454.00 24 Type III-A - Construction 15001 to 25000 square feet $10,383.00 $3,634.00 $6,749.00 25 Each additional 1000 square feet $1,038.00 $363.00 $675.00 26 Type III-B Construction 0 to 5000 square feet $2,908.00 $1,018.00 $1,890.00 27 Type III-B Construction 5001 to 10000 square feet $4,777.00 $1,672.00 $3,105.00 28 Type III-B Construction 10001 to 15000 square feet $6,542.00 $2,290.00 $4,252.00 29 Type III-B Construction 15001 to 25000 square $10,072.00 $3,525.00 $6,547.00 30 Each additional 1000 square feet $1,038.00 $363.00 $675.00 31 Type lll-A - Tilt-Up Construction 0 to 5000 square feet $2,285.00 $800.00 $1,485.00 32 Type III-A - Tilt-Up Construction 5001 to 10000 square feet $3,842.00 $1,345.00 $2,497.00 33 Type lll-A - Tilt-Up Construction 10001 to 15000 square feet $5,088.00 $1,781.00 $3,307.00 34 Type lll-A - Tilt-Up Construction 15001 to 25000 square feet $7,683.00 $2,689.00 $4,994.00 35 Each additional 1000 square feet $758.00 $265.00 $493.00 36 Type IV Construction 0 to 5000 square feet $2,908.00 $1,018.00 $1,890.00 37 Type IV Construction 5001 to 10000 square feet $4,777.00 $1,672.00 $3,105.00 38 Type IV Construction 10001 to 15000 square feet $6,542.00 $2,290.00 $4,252.00 39 Type IV Construction 15001 to 25000 square $10,072.00 $3,525.00 $6,547.00 40 Each additional 1000 square feet $1,038.00 $363.00 $675.00 41 Type V-A Construction 0 to 5000 square feet $2,908.00 $1,018.00 $1,890.00 42 Type V-A Construction 5001 to 10000 square feet $4,777.00 $1,672.00 $3,105.00 43 Type V-A Construction 10001 to 15000 square feet $6,542.00 $2,290.00 $4,252.00 44 Type V-A Construction 15001 to 25000 square feet $10,072.00 $3,525.00 $6,547.00 45 Each additional 1000 square feet $1,038.00 $363.00 $675.00 46 Type V-B Construction 0 to 5000 square feet $2,803.00 $981.00 $1,822.00 47 Type V-B Construction 5001 to 10000 square feet $4,465.00 $1,563.00 $2,902.00 48 Type V-B Construction 10001 to 15000 square feet $6,126.00 $2,144.00 $3,982.00 49 Type V-B Construction 15001 to 25000 square feet $9,345.00 $3,271.00 $6,074.00 50 Each additional 1000 square feet $872.00 $305.00 $567.00 Fee Description
Appendix B: p. 48
Item: 15
565
City of Lake Forest
BUILDING AND SAFETY FEES
New Construction - New Shell or New Building with Inside Improvement Current Proposed
Total Plan Check Permit Total Plan Check Permit Note CommentFee Description 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.
Appendix B: p. 49
Item: 15
566
City of Lake Forest
BUILDING AND SAFETY FEES
New Construction - New Shell or New Building with Inside Improvement Current Proposed
Total Plan Check Permit Total Plan Check Permit Note Comment H-5, HPM Consolidate fee categories for administrative efficiency 1 Type I-A Construction 0 to 5000 square feet $7,268.00 $2,544.00 $4,724.00 ↓ 2 Type I-A Construction 5001 to 10000 square feet $11,941.00 $4,179.00 $7,762.00 3 Type I-A Construction 10001 to 15000 square feet $15,471.00 $5,415.00 $10,056.00 4 Type I-A Construction 15001 to 25000 square feet $20,559.00 $7,196.00 $13,363.00 5 Each additional 1000 square feet $1,038.00 $363.00 $675.00 6 Type I-B Construction 0 to 5000 square feet $5,400.00 $1,890.00 $3,510.00 7 Type I-B Construction 5001 to 10000 square feet $9,657.00 $3,380.00 $6,277.00 8 Type I-B Construction 10001 to 15000 square ft. $12,252.00 $4,288.00 $7,964.00 9 Type I-B Construction 15001 to 25000 square ft. $16,821.00 $5,887.00 $10,934.00 10 Each additional 1000 square feet $934.00 $327.00 $607.00 11 Type II-A Construction 0 to 5000 square feet $5,400.00 $1,890.00 $3,510.00 12 Type II-A Construction 5001 to 10000 square feet $9,657.00 $3,380.00 $6,277.00 13 Type II-A Construction 10001 to 15000 square ft. $12,252.00 $4,288.00 $7,964.00 14 Type II-A Construction 15001 to 25000 square ft. $16,821.00 $5,887.00 $10,934.00 15 Each additional 1000 square feet $934.00 $327.00 $607.00 16 Type II-B Construction 0 to 5000 square feet $5,400.00 $1,890.00 $3,510.00 $5,400.00 $1,890.00 $3,510.00 17 Type II-B Construction 5001 to 10000 square feet $9,657.00 $3,380.00 $6,277.00 $9,657.00 $3,380.00 $6,277.00 18 Type II-B Construction 10001 to 15000 square ft. $12,252.00 $4,288.00 $7,964.00 $12,252.00 $4,288.00 $7,964.00 19 Type II-B Construction 15001 to 25000 square ft. $16,821.00 $5,887.00 $10,934.00 $16,821.00 $5,887.00 $10,934.00 20 Each additional 1000 square feet $934.00 $327.00 $607.00 $934.00 $327.00 $607.00 21 Type III-A Construction 0 to 5000 square feet $5,503.00 $1,926.00 $3,577.00 22 Type III-A Construction 5001 to 10000 square feet $9,760.00 $3,416.00 $6,344.00 23 Type III-A Construction 10001 to 15000 square feet $12,460.00 $4,361.00 $8,099.00 24 Type III-A Construction 15001 to 25000 square feet $17,029.00 $5,960.00 $11,069.00 25 Each additional 1000 square feet $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 27 Type III-B Construction 5001 to 10000 square feet $9,657.00 $3,380.00 $6,277.00 28 Type III-B Construction 10001 to 15000 square ft. $12,252.00 $4,288.00 $7,964.00 29 Type III-B Construction 15001 to 25000 square ft. $16,821.00 $5,887.00 $10,934.00 30 Each additional 1000 square feet $934.00 $327.00 $607.00 31 Type IV Construction 0 to 5000 square feet $5,400.00 $1,890.00 $3,510.00 32 Type IV Construction 5001 to 10000 square feet $9,657.00 $3,380.00 $6,277.00 33 Type IV Construction 10001 to 15000 square ft. $12,252.00 $4,288.00 $7,964.00 34 Type IV Construction 15001 to 25000 square ft. $16,821.00 $5,887.00 $10,934.00 35 Each additional 1000 square feet $934.00 $327.00 $607.00 36 Type V-A Construction 0 to 5000 square feet $5,192.00 $1,817.00 $3,375.00 37 Type V-A Construction 5001 to 10000 square feet $9,345.00 $3,271.00 $6,074.00 38 Type V-A Construction 10001 to 15000 square feet $12,045.00 $4,216.00 $7,829.00 39 Type V-A Construction 15001 to 25000 square feet $16,509.00 $5,778.00 $10,731.00 40 Each additional 1000 square feet $934.00 $327.00 $607.00 41 Type V-B Construction 0 to 5000 square feet $4,932.00 $1,726.00 $3,206.00 42 Type V-B Construction 5001 to 10000 square feet $8,878.00 $3,107.00 $5,771.00 43 Type V-B Construction 10001 to 15000 square feet $11,443.00 $4,005.00 $7,438.00 44 Type V-B Construction 15001 to 25000 square feet $15,684.00 $5,489.00 $10,195.00 45 Each additional 1000 square feet $888.00 $311.00 $577.00 Fee Description
Appendix B: p. 50
Item: 15
567
City of Lake Forest
BUILDING AND SAFETY FEES
New Construction - New Shell or New Building with Inside Improvement Current Proposed
Total Plan Check Permit Total Plan Check Permit Note CommentFee Description 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.
Appendix B: p. 51
Item: 15
568
City of Lake Forest
BUILDING AND SAFETY FEES
New Construction - New Shell or New Building with Inside Improvement Current Proposed
Total Plan Check Permit Total Plan Check Permit Note Comment I-1, I-2 - Institutional, convalescent hospitals, nursing home Consolidate fee categories for administrative efficiency 1 Type I-A Construction 0 to 5000 square feet $7,268.00 $2,544.00 $4,724.00 ↓ 2 Type I-A Construction 5001 to 10000 square feet $11,941.00 $4,179.00 $7,762.00 3 Type I-A Construction 10001 to 15000 square feet $15,471.00 $5,415.00 $10,056.00 4 Type I-A Construction 15001 to 25000 square feet $20,559.00 $7,196.00 $13,363.00 5 Each additional 1000 square feet $1,038.00 $363.00 $675.00 6 Type I-B Construction 0 to 5000 square feet $5,400.00 $1,890.00 $3,510.00 7 Type I-B Construction 5001 to 10000 square feet $9,657.00 $3,380.00 $6,277.00 8 Type I-B Construction 10001 to 15000 square ft. $12,252.00 $4,288.00 $7,964.00 9 Type I-B Construction 15001 to 25000 square ft. $16,821.00 $5,887.00 $10,934.00 10 Each additional 1000 square feet $934.00 $327.00 $607.00 11 Type II-A Construction 0 to 5000 square feet $5,400.00 $1,890.00 $3,510.00 12 Type II-A Construction 5001 to 10000 square feet $9,657.00 $3,380.00 $6,277.00 13 Type II-A Construction 10001 to 15000 square ft. $12,252.00 $4,288.00 $7,964.00 14 Type II-A Construction 15001 to 25000 square ft. $16,821.00 $5,887.00 $10,934.00 15 Each additional 1000 square feet $934.00 $327.00 $607.00 16 Type II-B Construction 0 to 5000 square feet $5,400.00 $1,890.00 $3,510.00 $5,400.00 $1,890.00 $3,510.00 17 Type II-B Construction 5001 to 10000 square feet $9,657.00 $3,380.00 $6,277.00 $9,657.00 $3,380.00 $6,277.00 18 Type II-B Construction 10001 to 15000 square ft. $12,252.00 $4,288.00 $7,964.00 $12,252.00 $4,288.00 $7,964.00 19 Type II-B Construction 15001 to 25000 square ft. $16,821.00 $5,887.00 $10,934.00 $16,821.00 $5,887.00 $10,934.00 20 Each additional 1000 square feet $934.00 $327.00 $607.00 $934.00 $327.00 $607.00 21 Type III-A Construction 0 to 5000 square feet $5,503.00 $1,926.00 $3,577.00 22 Type III-A Construction 5001 to 10000 square feet $9,760.00 $3,416.00 $6,344.00 23 Type III-A Construction 10001 to 15000 square feet $12,460.00 $4,361.00 $8,099.00 24 Type III-A Construction 15001 to 25000 square feet $17,029.00 $5,960.00 $11,069.00 25 Each additional 1000 square feet $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 27 Type III-B Construction 5001 to 10000 square feet $9,657.00 $3,380.00 $6,277.00 28 Type III-B Construction 10001 to 15000 square ft. $12,252.00 $4,288.00 $7,964.00 29 Type III-B Construction 15001 to 25000 square ft. $16,821.00 $5,887.00 $10,934.00 30 Each additional 1000 square feet $934.00 $327.00 $607.00 31 Type IV Construction 0 to 5000 square feet $5,400.00 $1,890.00 $3,510.00 32 Type IV Construction 5001 to 10000 square feet $9,657.00 $3,380.00 $6,277.00 33 Type IV Construction 10001 to 15000 square ft. $12,252.00 $4,288.00 $7,964.00 34 Type IV Construction 15001 to 25000 square ft. $16,821.00 $5,887.00 $10,934.00 35 Each additional 1000 square feet $934.00 $327.00 $607.00 36 Type V-A Construction 0 to 5000 square feet $5,192.00 $1,817.00 $3,375.00 37 Type V-A Construction 5001 to 10000 square feet $9,345.00 $3,271.00 $6,074.00 38 Type V-A Construction 10001 to 15000 square feet $12,045.00 $4,216.00 $7,829.00 39 Type V-A Construction 15001 to 25000 square feet $16,509.00 $5,778.00 $10,731.00 40 Each additional 1000 square feet $934.00 $327.00 $607.00 41 Type V-B Construction 0 to 5000 square feet $4,932.00 $1,726.00 $3,206.00 42 Type V-B Construction 5001 to 10000 square feet $8,878.00 $3,107.00 $5,771.00 43 Type V-B Construction 10001 to 15000 square feet $11,443.00 $4,005.00 $7,438.00 44 Type V-B Construction 15001 to 25000 square feet $15,684.00 $5,489.00 $10,195.00 45 Each additional 1000 square feet $888.00 $311.00 $577.00 Fee Description
Appendix B: p. 52
Item: 15
569
City of Lake Forest
BUILDING AND SAFETY FEES
New Construction - New Shell or New Building with Inside Improvement Current Proposed
Total Plan Check Permit Total Plan Check Permit Note CommentFee Description 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.
Appendix B: p. 53
Item: 15
570
City of Lake Forest
BUILDING AND SAFETY FEES
New Construction - New Shell or New Building with Inside Improvement Current Proposed
Total Plan Check Permit Total Plan Check Permit Note Comment I-2, I-3, Institutional, hospital, restrained Consolidate fee categories for administrative efficiency 1 Type I-A Construction 0 to 5000 square feet $8,306.00 $2,907.00 $5,399.00 ↓ 2 Type I-A Construction 5001 to 10000 square feet $13,186.00 $4,615.00 $8,571.00 3 Type I-A Construction 10001 to 15000 square feet $16,925.00 $5,924.00 $11,001.00 4 Type I-A Construction 15001 to 25000 square feet $22,428.00 $7,850.00 $14,578.00 5 Each additional 1000 square feet $851.00 $298.00 $553.00 6 Type I-B Construction 0 to 5000 square feet $7,060.00 $2,471.00 $4,589.00 7 Type I-B Construction 5001 to 10000 square feet $11,734.00 $4,107.00 $7,627.00 8 Type I-B Construction 10001 to 15000 square feet $15,263.00 $5,342.00 $9,921.00 9 Type I-B Construction 15001 to 25000 square feet $20,248.00 $7,087.00 $13,161.00 10 Each additional 1000 square feet $851.00 $298.00 $553.00 11 Type II-A Construction 0 to 5000 square feet $8,306.00 $2,907.00 $5,399.00 12 Type II-A Construction 5001 to 10000 square feet $13,186.00 $4,615.00 $8,571.00 13 Type II-A Construction 10001 to 15000 square feet $16,925.00 $5,924.00 $11,001.00 14 Type II-A Construction 15001 to 25000 square feet $22,428.00 $7,850.00 $14,578.00 15 Each additional 1000 square feet $851.00 $298.00 $553.00 16 Type II-B Construction 0 to 5000 square feet $7,060.00 $2,471.00 $4,589.00 $7,060.00 $2,471.00 $4,589.00 17 Type II-B Construction 5001 to 10000 square feet $11,734.00 $4,107.00 $7,627.00 $11,734.00 $4,107.00 $7,627.00 18 Type II-B Construction 10001 to 15000 square feet $15,263.00 $5,342.00 $9,921.00 $15,263.00 $5,342.00 $9,921.00 19 Type II-B Construction 15001 to 25000 square feet $20,248.00 $7,087.00 $13,161.00 $20,248.00 $7,087.00 $13,161.00 20 Each additional 1000 square feet $851.00 $298.00 $553.00 $851.00 $298.00 $553.00 21 Type III-A - Construction 0 to 5000 square feet $7,060.00 $2,471.00 $4,589.00 22 Type III-A - Construction 5001 to 10000 square feet $11,734.00 $4,107.00 $7,627.00 23 Type III-A - Construction 10001 to 15000 square feet $15,263.00 $5,342.00 $9,921.00 24 Type III-A - Construction 15001 to 25000 square $20,248.00 $7,087.00 $13,161.00 25 Each additional 1000 square feet $851.00 $298.00 $553.00 26 Type III-B - Construction 0 to 5000 square feet $7,060.00 $2,471.00 $4,589.00 27 Type III-B - Construction 5001 to 10000 square feet $11,734.00 $4,107.00 $7,627.00 28 Type III-B - Construction 10001 to 15000 square feet $15,263.00 $5,342.00 $9,921.00 29 Type III-B - Construction 15001 to 25000 square $20,248.00 $7,087.00 $13,161.00 30 Each additional 1000 square feet $851.00 $298.00 $553.00 31 Type IV - Construction 0 to 5000 square feet $7,060.00 $2,471.00 $4,589.00 32 Type IV - Construction 5001 to 10000 square feet $11,734.00 $4,107.00 $7,627.00 33 Type IV - Construction 10001 to 15000 square feet $15,263.00 $5,342.00 $9,921.00 34 Type IV - Construction 15001 to 25000 square $20,248.00 $7,087.00 $13,161.00 35 Each additional 1000 square feet $851.00 $298.00 $553.00 36 Type V-A Construction 0 to 5000 square feet $6,853.00 $2,399.00 $4,454.00 37 Type V-A Construction 5001 to 10000 square feet $11,422.00 $3,998.00 $7,424.00 38 Type V-A Construction 10001 to 15000 square feet $14,848.00 $5,197.00 $9,651.00 39 Type V-A Construction 15001 to 25000 square feet $19,832.00 $6,941.00 $12,891.00 40 Each additional 1000 square feet $851.00 $298.00 $553.00 41 Type V-B Construction 0 to 5000 square feet $6,511.00 $2,279.00 $4,232.00 42 Type V-B Construction 5001 to 10000 square feet $10,851.00 $3,798.00 $7,053.00 43 Type V-B Construction 10001 to 15000 square feet $14,106.00 $4,937.00 $9,169.00 44 Type V-B Construction 15001 to 25000 square feet $18,840.00 $6,594.00 $12,246.00 45 Each additional 1000 square feet $809.00 $283.00 $526.00 Fee Description
Appendix B: p. 54
Item: 15
571
City of Lake Forest
BUILDING AND SAFETY FEES
New Construction - New Shell or New Building with Inside Improvement Current Proposed
Total Plan Check Permit Total Plan Check Permit Note CommentFee Description 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.
Appendix B: p. 55
Item: 15
572
City of Lake Forest
BUILDING AND SAFETY FEES
New Construction - New Shell or New Building with Inside Improvement Current Proposed
Total Plan Check Permit Total Plan Check Permit Note Comment I-4, R-4, Institutional, day care facilities, assisted living facilities Consolidate fee categories for administrative efficiency 1 Type I-A Construction 0 to 5000 square feet $5,711.00 $1,999.00 $3,712.00 ↓ 2 Type I-A Construction 5001 to 10000 square feet $10,072.00 $3,525.00 $6,547.00 3 Type I-A Construction 10001 to 15000 square feet $12,875.00 $4,506.00 $8,369.00 4 Type I-A Construction 15001 to 25000 square feet $17,548.00 $6,142.00 $11,406.00 5 Each additional 1000 square feet $934.00 $327.00 $607.00 6 Type I-B Construction 0 to 5000 square feet $4,672.00 $1,635.00 $3,037.00 7 Type I-B Construction 5001 to 10000 square feet $8,203.00 $2,871.00 $5,332.00 8 Type I-B Construction 10001 to 15000 square feet $11,006.00 $3,852.00 $7,154.00 9 Type I-B Construction 15001 to 25000 square $15,263.00 $5,342.00 $9,921.00 10 Each additional 1000 square feet $934.00 $327.00 $607.00 11 Type II-A Construction 0 to 5000 square feet $4,880.00 $1,708.00 $3,172.00 12 Type II-A Construction 5001 to 10000 square feet $8,618.00 $3,016.00 $5,602.00 13 Type II-A Construction 10001 to 15000 square ft. $11,318.00 $3,961.00 $7,357.00 14 Type II-A Construction 15001 to 25000 square ft. $15,679.00 $5,488.00 $10,191.00 15 Each additional 1000 square feet $934.00 $327.00 $607.00 16 Type II-B Construction 0 to 5000 square feet $4,672.00 $1,635.00 $3,037.00 $4,672.00 $1,635.00 $3,037.00 17 Type II-B Construction 5001 to 10000 square feet $8,203.00 $2,871.00 $5,332.00 $8,203.00 $2,871.00 $5,332.00 18 Type II-B Construction 10001 to 15000 square feet $11,006.00 $3,852.00 $7,154.00 $11,006.00 $3,852.00 $7,154.00 19 Type II-B Construction 15001 to 25000 square $15,263.00 $5,342.00 $9,921.00 $15,263.00 $5,342.00 $9,921.00 20 Each additional 1000 square feet $934.00 $327.00 $607.00 $934.00 $327.00 $607.00 21 Type III-A Construction 0 to 5000 square feet $4,984.00 $1,744.00 $3,240.00 22 Type III-A Construction 5001 to 10000 square feet $8,826.00 $3,089.00 $5,737.00 23 Type III-A Construction 10001 to 15000 square feet $12,668.00 $4,434.00 $8,234.00 24 Type III-A Construction 15001 to 25000 square feet $15,991.00 $5,597.00 $10,394.00 25 Each additional 1000 square feet $934.00 $327.00 $607.00 26 Type III-B Construction 0 to 5000 square feet $4,880.00 $1,708.00 $3,172.00 27 Type III-B Construction 5001 to 10000 square feet $8,618.00 $3,016.00 $5,602.00 28 Type III-B Construction 10001 to 15000 square feet $11,318.00 $3,961.00 $7,357.00 29 Type III-B Construction 15001 to 25000 square $15,679.00 $5,488.00 $10,191.00 30 Each additional 1000 square feet $934.00 $327.00 $607.00 31 Type IV Construction 0 to 5000 square feet $4,880.00 $1,708.00 $3,172.00 32 Type IV Construction 5001 to 10000 square feet $8,618.00 $3,016.00 $5,602.00 33 Type IV Construction 10001 to 15000 square feet $11,318.00 $3,961.00 $7,357.00 34 Type IV Construction 15001 to 25000 square $15,679.00 $5,488.00 $10,191.00 35 Each additional 1000 square feet $934.00 $327.00 $607.00 36 Type V-A Construction 0 to 5000 square feet $4,880.00 $1,708.00 $3,172.00 37 Type V-A Construction 5001 to 10000 square feet $8,618.00 $3,016.00 $5,602.00 38 Type V-A Construction 10001 to 15000 square feet $11,422.00 $3,998.00 $7,424.00 39 Type V-A Construction 15001 to 25000 square feet $15,679.00 $5,488.00 $10,191.00 40 Each additional 1000 square feet $934.00 $327.00 $607.00 41 Type V-B Construction 0 to 5000 square feet $4,672.00 $1,635.00 $3,037.00 42 Type V-B Construction 5001 to 10000 square feet $8,306.00 $2,907.00 $5,399.00 43 Type V-B Construction 10001 to 15000 square feet $11,111.00 $3,889.00 $7,222.00 44 Type V-B Construction 15001 to 25000 square feet $15,368.00 $5,379.00 $9,989.00 45 Each additional 1000 square feet $934.00 $327.00 $607.00 Fee Description
Appendix B: p. 56
Item: 15
573
City of Lake Forest
BUILDING AND SAFETY FEES
New Construction - New Shell or New Building with Inside Improvement Current Proposed
Total Plan Check Permit Total Plan Check Permit Note CommentFee Description 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.
Appendix B: p. 57
Item: 15
574
City of Lake Forest
BUILDING AND SAFETY FEES
New Construction - New Shell or New Building with Inside Improvement Current Proposed
Total Plan Check Permit Total Plan Check Permit Note Comment Mercantile Consolidate fee categories for administrative efficiency 1 Type I-A Construction 0 to 5000 square feet $4,777.00 $1,672.00 $3,105.00 ↓ 2 Type I-A Construction 5001 to 10000 square feet $8,411.00 $2,944.00 $5,467.00 3 Type I-A Construction 10001 to 15000 square feet $11,214.00 $3,925.00 $7,289.00 4 Each additional 1000 square feet $1,038.00 $363.00 $675.00 5 Type I-B Construction 0 to 5000 square feet $3,323.00 $1,163.00 $2,160.00 6 Type I-B Construction 5001 to 10000 square feet $5,503.00 $1,926.00 $3,577.00 7 Type I-B Construction 10001 to 15000 square feet $7,683.00 $2,689.00 $4,994.00 8 Each additional 1000 square feet $997.00 $349.00 $648.00 9 Type II-A Construction 0 to 5000 square feet $3,323.00 $1,163.00 $2,160.00 10 Type II-A Construction 5001 to 10000 square feet $5,607.00 $1,962.00 $3,645.00 11 Type II-A Construction 10001 to 15000 square ft. $7,891.00 $2,762.00 $5,129.00 12 Each additional 1000 square feet $1,028.00 $360.00 $668.00 13 Type II-B Construction 0 to 5000 square feet $3,323.00 $1,163.00 $2,160.00 14 Type II-B Construction 5001 to 10000 square feet $5,503.00 $1,926.00 $3,577.00 15 Type II-B Construction 10001 to 15000 square feet $7,683.00 $2,689.00 $4,994.00 16 Each additional 1000 square feet $997.00 $349.00 $648.00 17 Type III-A - Construction 0 to 5000 square feet $3,842.00 $1,345.00 $2,497.00 18 Type III-A - Construction 5001 to 10000 square feet $6,542.00 $2,290.00 $4,252.00 19 Type III-A -Construction 10001 to 15000 square feet $9,241.00 $3,234.00 $6,007.00 20 Each additional 1000 square feet $1,142.00 $400.00 $742.00 21 Type III-B Construction 0 to 5000 square feet $3,634.00 $1,272.00 $2,362.00 $3,634.00 $1,272.00 $2,362.00 22 Type III-B Construction 5001 to 10000 square feet $6,229.00 $2,180.00 $4,049.00 $6,229.00 $2,180.00 $4,049.00 23 Type III-B Construction 10001 to 15000 square feet $8,826.00 $3,089.00 $5,737.00 $8,826.00 $3,089.00 $5,737.00 24 Each additional 1000 square feet $1,038.00 $363.00 $675.00 $1,038.00 $363.00 $675.00 25 Type IV Construction 0 to 5000 square feet $3,634.00 $1,272.00 $2,362.00 26 Type IV Construction 5001 to 10000 square feet $6,229.00 $2,180.00 $4,049.00 27 Type IV Construction 10001 to 15000 square feet $8,826.00 $3,089.00 $5,737.00 28 Each additional 1000 square feet $1,038.00 $363.00 $675.00 29 Type V-A Construction 0 to 5000 square feet $3,426.00 $1,199.00 $2,227.00 30 Type V-A Construction 5001 to 10000 square feet $5,711.00 $1,999.00 $3,712.00 31 Type V-A Construction 10001 to 15000 square feet $7,995.00 $2,798.00 $5,197.00 32 Each additional 1000 square feet $1,028.00 $360.00 $668.00 33 Type V-B Construction 0 to 5000 square feet $3,323.00 $1,163.00 $2,160.00 34 Type V-B Construction 5001 to 10000 square feet $5,295.00 $1,853.00 $3,442.00 35 Type V-B Construction 10001 to 15000 square feet $7,476.00 $2,617.00 $4,859.00 36 Each additional 1000 square feet $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%
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.
Appendix B: p. 58
Item: 15
575
City of Lake Forest
BUILDING AND SAFETY FEES
New Construction - New Shell or New Building with Inside Improvement Current Proposed
Total Plan Check Permit Total Plan Check Permit Note Comment R-1 Residential, Hotels Consolidate fee categories for administrative efficiency 1 Type I-A Construction 0 to 5000 square feet $5,607.00 $1,962.00 $3,645.00 ↓ 2 Type 1-A Construction 5001 to 10000 square feet $9,968.00 $3,489.00 $6,479.00 3 Type I-A Construction 10001 to 15000 square ft. $12,668.00 $4,434.00 $8,234.00 4 Each additional 1000 square feet $1,038.00 $363.00 $675.00 5 Type I-B Construction 0 to 5000 square feet $4,777.00 $1,672.00 $3,105.00 6 Type I-B Construction 5001 to 10000 square feet $8,514.00 $2,980.00 $5,534.00 7 Type I-B Construction 10001 to 15000 square feet $11,318.00 $3,961.00 $7,357.00 8 Each additional 1000 square feet $1,038.00 $363.00 $675.00 9 Type II-A Construction 0 to 5000 square feet $5,607.00 $1,962.00 $3,645.00 10 Type II-A Construction 5001 to 10000 square feet $9,968.00 $3,489.00 $6,479.00 11 Type II-A Construction 10001 to 15000 square ft. $12,668.00 $4,434.00 $8,234.00 12 Each additional 1000 square feet $1,038.00 $363.00 $675.00 13 Type II-B Construction 0 to 5000 square feet $4,777.00 $1,672.00 $3,105.00 $4,777.00 $1,672.00 $3,105.00 14 Type II-B Construction 5001 to 10000 square feet $8,514.00 $2,980.00 $5,534.00 $8,514.00 $2,980.00 $5,534.00 15 Type II-B Construction 10001 to 15000 square feet $11,318.00 $3,961.00 $7,357.00 $11,318.00 $3,961.00 $7,357.00 16 Each additional 1000 square feet $1,038.00 $363.00 $675.00 $1,038.00 $363.00 $675.00 17 Type III-A Construction 0 to 5000 square feet $4,984.00 $1,744.00 $3,240.00 18 Type III-A Construction 5001 to 10000 square feet $8,826.00 $3,089.00 $5,737.00 19 Type III-A Construction 10001 to 15000 square feet $11,629.00 $4,070.00 $7,559.00 20 Each additional 1000 square feet $1,038.00 $363.00 $675.00 21 Type III-B Construction 0 to 5000 square feet $4,777.00 $1,672.00 $3,105.00 22 Type III-B Construction 5001 to 10000 square feet $8,514.00 $2,980.00 $5,534.00 23 Type III-B Construction 10001 to 15000 square feet $11,318.00 $3,961.00 $7,357.00 24 Each additional 1000 square feet $1,038.00 $363.00 $675.00 25 Type IV Construction 0 to 5000 square feet $4,777.00 $1,672.00 $3,105.00 26 Type IV Construction 5001 to 10000 square feet $8,514.00 $2,980.00 $5,534.00 27 Type IV Construction 10001 to 15000 square feet $11,318.00 $3,961.00 $7,357.00 28 Each additional 1000 square feet $1,038.00 $363.00 $675.00 29 Type V-A Construction 0 to 5000 square feet $4,465.00 $1,563.00 $2,902.00 30 Type V-A Construction 5001 to 10000 square feet $7,891.00 $2,762.00 $5,129.00 31 Type V-A Construction 10001 to 15000 square feet $10,695.00 $3,743.00 $6,952.00 32 Each additional 1000 square feet $1,038.00 $363.00 $675.00 33 Type V-B Construction 0 to 5000 square feet $4,465.00 $1,563.00 $2,902.00 34 Type V-B Construction 5001 to 10000 square feet $7,683.00 $2,689.00 $4,994.00 35 Type V-B Construction 10001 to 15000 square feet $10,591.00 $3,707.00 $6,884.00 36 Each additional 1000 square feet $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%
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.
Appendix B: p. 59
Item: 15
576
City of Lake Forest
BUILDING AND SAFETY FEES
New Construction - New Shell or New Building with Inside Improvement Current Proposed
Total Plan Check Permit Total Plan Check Permit Note Comment R-2 - Multiple Family Consolidate fee categories for administrative efficiency 1 Type I-A Construction 0 to 5000 square feet $5,918.00 $2,071.00 $3,847.00 ↓ 2 Type I-A Construction 5001 to 10000 square feet $10,383.00 $3,634.00 $6,749.00 3 Type 1-A Construction 10001 to 15000 square feet $13,291.00 $4,652.00 $8,639.00 4 Type I-A Construction 15001 to 25000 square feet $18,066.00 $6,323.00 $11,743.00 5 Each additional 1000 square feet $934.00 $327.00 $607.00 6 Type I-B Construction 0 to 5000 square feet $4,672.00 $1,635.00 $3,037.00 7 Type I-B Construction 5001 to 10000 square feet $8,306.00 $2,907.00 $5,399.00 8 Type I-B Construction 10001 to 15000 square feet $11,111.00 $3,889.00 $7,222.00 9 Type I-B Construction 15001 to 25000 square feet $15,368.00 $5,379.00 $9,989.00 10 Each additional 1000 square feet $1,142.00 $535.00 $607.00 11 Type II-A Construction 0 to 5000 square feet $5,918.00 $2,071.00 $3,847.00 12 Type II-A Construction 5001 to 10000 square feet $10,383.00 $3,634.00 $6,749.00 13 Type II-A Construction 10001 to 15000 square feet $13,291.00 $4,652.00 $8,639.00 14 Type II-A Construction 15001 to 25000 square feet $18,066.00 $6,323.00 $11,743.00 15 Each additional 1000 square feet $934.00 $327.00 $607.00 16 Type II-B Construction 0 to 5000 square feet $4,672.00 $1,635.00 $3,037.00 $4,672.00 $1,635.00 $3,037.00 17 Type II-B Construction 5001 to 10000 square feet $8,306.00 $2,907.00 $5,399.00 $8,306.00 $2,907.00 $5,399.00 18 Type II-B Construction 10001 to 15000 square feet $11,111.00 $3,889.00 $7,222.00 $11,111.00 $3,889.00 $7,222.00 19 Type II-B Construction 15001 to 25000 square feet $15,368.00 $5,379.00 $9,989.00 $15,368.00 $5,379.00 $9,989.00 20 Each additional 1000 square feet $1,142.00 $535.00 $607.00 $1,142.00 $535.00 $607.00 21 Type III-A Construction 0 to 5000 square feet $5,918.00 $2,071.00 $3,847.00 22 Type III-A Construction 5001 to 10000 square feet $10,383.00 $3,634.00 $6,749.00 23 Type III-A Construction 10001 to 15000 square feet $13,291.00 $4,652.00 $8,639.00 24 Type III-A Construction 15001 to 25000 square feet $18,066.00 $6,323.00 $11,743.00 25 Each additional 1000 square feet $934.00 $327.00 $607.00 26 Type III-B Construction 0 to 5000 square feet $4,672.00 $1,635.00 $3,037.00 27 Type III-B Construction 5001 to 10000 square feet $8,306.00 $2,907.00 $5,399.00 28 Type III-B Construction 10001 to 15000 square feet $11,111.00 $3,889.00 $7,222.00 29 Type III-B Construction 15001 to 25000 square feet $15,368.00 $5,379.00 $9,989.00 30 Each additional 1000 square feet $1,142.00 $535.00 $607.00 31 Type IV Construction 0 to 5000 square feet $4,672.00 $1,635.00 $3,037.00 32 Type IV Construction 5001 to 10000 square feet $8,306.00 $2,907.00 $5,399.00 33 Type IV Construction 10001 to 15000 square feet $11,111.00 $3,889.00 $7,222.00 34 Type IV Construction 15001 to 25000 square feet $15,368.00 $5,379.00 $9,989.00 35 Each additional 1000 square feet $1,142.00 $535.00 $607.00 36 Type V-A Construction 0 to 5000 square feet $4,672.00 $1,635.00 $3,037.00 37 Type V-A Construction 5001 to 10000 square feet $8,306.00 $2,907.00 $5,399.00 38 Type V-A Construction 10001 to 15000 square feet $11,111.00 $3,889.00 $7,222.00 39 Type V-A Construction 15001 to 25000 square feet $15,368.00 $5,379.00 $9,989.00 40 Each additional 1000 square feet $1,142.00 $535.00 $607.00 41 Type V-B Construction 0 to 5000 square feet $4,672.00 $1,635.00 $3,037.00 42 Type V-B Construction 5001 to 10000 square feet $8,306.00 $2,907.00 $5,399.00 43 Type V-B Construction 10001 to 15000 square feet $11,111.00 $3,889.00 $7,222.00 44 Type V-B Construction 15001 to 25000 square feet $15,368.00 $5,379.00 $9,989.00 45 Each additional 1000 square feet $1,142.00 $535.00 $607.00 46 Type V-B Basement Garage 0 to 5000 square feet GOOD $2,803.00 $981.00 $1,822.00 $2,803.00 $981.00 $1,822.00 47 Type V-B Basement Garage 5001 to 10000 square feet $4,465.00 $1,563.00 $2,902.00 $4,465.00 $1,563.00 $2,902.00 48 Each additional 1000 square feet $851.00 $298.00 $553.00 $851.00 $298.00 $553.00 Fee Description
Appendix B: p. 60
Item: 15
577
City of Lake Forest
BUILDING AND SAFETY FEES
New Construction - New Shell or New Building with Inside Improvement Current Proposed
Total Plan Check Permit Total Plan Check Permit Note CommentFee Description 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.
Appendix B: p. 61
Item: 15
578
City of Lake Forest
BUILDING AND SAFETY FEES
New Construction - New Shell or New Building with Inside Improvement Current Proposed
Total Plan Check Permit Total Plan Check Permit Note Comment R-3 Residential, One & Two Family - Dwellings (New or Additions) 1 Masonry 0 to 2000 square feet $2,803.00 $981.00 $1,822.00 $2,803.00 $981.00 $1,822.00 2 Each additional 1000 square feet $1,557.00 $545.00 $1,012.00 $1,557.00 $545.00 $1,012.00 3 Wood Frame 0 to 100 square feet (for lofts) $343.00 $120.00 $223.00 $343.00 $120.00 $223.00 4 Wood Frame 101 to 500 square feet (for lofts) $685.00 $240.00 $445.00 $685.00 $240.00 $445.00 5 Wood Frame 501 to 1000 square feet (for lofts) $1,038.00 $363.00 $675.00 $1,038.00 $363.00 $675.00 6 Wood Frame 1001 to 2000 square feet (for lofts) $2,077.00 $727.00 $1,350.00 $2,077.00 $727.00 $1,350.00 7 Each additional 1000 square feet (for lofts) $1,142.00 $400.00 $742.00 $1,142.00 $400.00 $742.00 8 Wood Frame 0 to 100 square feet $436.00 $153.00 $283.00 $436.00 $153.00 $283.00 9 Wood Frame 101 to 500 square feet $893.00 $313.00 $580.00 $893.00 $313.00 $580.00 10 Wood Frame 501 to 1000 square feet $1,349.00 $472.00 $877.00 $1,349.00 $472.00 $877.00 11 Wood Frame 1001 to 2000 square feet $2,596.00 $909.00 $1,687.00 $2,596.00 $909.00 $1,687.00 12 Each additional 1000 square feet $1,454.00 $509.00 $945.00 $1,454.00 $509.00 $945.00 13 Basement - Semi-Finished $1,038.00 $363.00 $675.00 $1,038.00 $363.00 $675.00 14 Basement - Unfinished $924.00 $323.00 $601.00 $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.
Appendix B: p. 62
Item: 15
579
City of Lake Forest
BUILDING AND SAFETY FEES
New Construction - New Shell or New Building with Inside Improvement Current Proposed
Total Plan Check Permit Total Plan Check Permit Note Comment S-1 or S-2 - Storage - Moderate/Low Hazard Consolidate fee categories for administrative efficiency 1 Type I-A Construction 0 to 5000 square feet $3,323.00 $1,163.00 $2,160.00 ↓ 2 Type I-A Construction 5001 to 10000 square feet $5,503.00 $1,926.00 $3,577.00 3 Type I-A Construction 10001 to 15000 square feet $7,683.00 $2,689.00 $4,994.00 4 Type I-A Construction 15001 to 25000 square feet $11,111.00 $3,889.00 $7,222.00 5 Each additional 500 square feet $1,038.00 $363.00 $675.00 6 Type I-B Construction 0 to 5000 square feet $2,180.00 $763.00 $1,417.00 7 Type I-B Construction 5001 to 10000 square feet $3,531.00 $1,236.00 $2,295.00 8 Type I-B Construction 10001 to 15000 square feet $4,777.00 $1,672.00 $3,105.00 9 Type I-B Construction 15001 to 25000 square feet $7,165.00 $2,508.00 $4,657.00 10 Each additional 1000 square feet $726.00 $254.00 $472.00 11 Type II-A Construction 0 to 5000 square feet $2,285.00 $800.00 $1,485.00 12 Type II-A Construction 5001 to 10000 square feet $3,738.00 $1,308.00 $2,430.00 13 Type II-A Construction 10001 to 15000 square feet $4,984.00 $1,744.00 $3,240.00 14 Type II-A Construction 15001 to 25000 square feet $7,580.00 $2,653.00 $4,927.00 15 Each additional 1000 square feet $758.00 $265.00 $493.00 16 Type II-B Construction 0 to 5000 square feet $2,180.00 $763.00 $1,417.00 17 Type II-B Construction 5001 to 10000 square feet $3,531.00 $1,236.00 $2,295.00 18 Type ll-B Construction 10001 to 15000 square feet $4,777.00 $1,672.00 $3,105.00 19 Type II-B Construction 15001 to 25000 square feet $7,165.00 $2,508.00 $4,657.00 20 Each additional 1000 square feet $726.00 $254.00 $472.00 21 Type III-A Construction 0 to 5000 square feet $2,492.00 $872.00 $1,620.00 22 Type III-A Construction 5001 to 10000 square feet $4,049.00 $1,417.00 $2,632.00 23 Type III-A Construction 10001 to 15000 square feet $5,503.00 $1,926.00 $3,577.00 24 Type III-A Construction 15001 to 25000 square feet $8,411.00 $2,944.00 $5,467.00 25 Each additional 1000 square feet $820.00 $287.00 $533.00 26 Type III-B Construction 0 to 5000 square feet $2,388.00 $836.00 $1,552.00 $2,388.00 $836.00 $1,552.00 27 Type lll-B Construction 5001 to 10000 square feet $3,946.00 $1,381.00 $2,565.00 $3,946.00 $1,381.00 $2,565.00 28 Type lll-B Construction 10001 to 15000 square feet $5,295.00 $1,853.00 $3,442.00 $5,295.00 $1,853.00 $3,442.00 29 Type III-B Construction 15001 to 25000 square feet $7,995.00 $2,798.00 $5,197.00 $7,995.00 $2,798.00 $5,197.00 30 Each additional 1000 square feet $789.00 $276.00 $513.00 $789.00 $276.00 $513.00 31 Type IV Construction 0 to 5000 square feet $2,388.00 $836.00 $1,552.00 32 Type lV Construction 5001 to 10000 square feet $3,946.00 $1,381.00 $2,565.00 33 Type lV Construction 10001 to 15000 square feet $5,295.00 $1,853.00 $3,442.00 34 Type IV Construction 15001 to 25000 square feet $7,995.00 $2,798.00 $5,197.00 35 Each additional 1000 square feet $789.00 $276.00 $513.00 36 Type V-A Construction 0 to 5000 square feet $5,295.00 $1,853.00 $3,442.00 37 Type V-A Construction 5001 to 10000 square feet $9,449.00 $3,307.00 $6,142.00 38 Type V-A Construction 10001 to 15000 square feet $12,148.00 $4,252.00 $7,896.00 39 Type V-A Construction 15001 to 25000 square feet $16,717.00 $5,851.00 $10,866.00 40 Each additional 1000 square feet $934.00 $327.00 $607.00 41 Type V-B Construction 0 to 5000 square feet $5,192.00 $1,817.00 $3,375.00 42 Type V-B Construction 5001 to 10000 square feet $9,137.00 $3,198.00 $5,939.00 43 Type V-B Construction 10001 to 15000 square feet $11,941.00 $4,179.00 $7,762.00 44 Type V-B Construction 15001 to 25000 square feet $16,302.00 $5,706.00 $10,596.00 45 Each additional 1000 square feet $934.00 $327.00 $607.00 Fee Description
Appendix B: p. 63
Item: 15
580
City of Lake Forest
BUILDING AND SAFETY FEES
New Construction - New Shell or New Building with Inside Improvement Current Proposed
Total Plan Check Permit Total Plan Check Permit Note CommentFee Description 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.
Appendix B: p. 64
Item: 15
581
City of Lake Forest
BUILDING AND SAFETY FEES
New Construction - New Shell or New Building with Inside Improvement Current Proposed
Total Plan Check Permit Total Plan Check Permit Note Comment S-2, public garages Consolidate fee categories for administrative efficiency 1 Type I-A Construction 0 to 5000 square feet $3,323.00 $1,163.00 $2,160.00 ↓ 2 Type I-A Construction 5001 to 10000 square feet $5,400.00 $1,890.00 $3,510.00 3 Type I-A Construction 10001 to 15000 square feet $7,683.00 $2,689.00 $4,994.00 4 Type I-A Construction 15001 to 25000 square feet $11,214.00 $3,925.00 $7,289.00 5 Each additional 1000 square feet $1,038.00 $363.00 $675.00 6 Type I-B Construction 0 to 5000 square feet $2,180.00 $763.00 $1,417.00 $2,180.00 $763.00 $1,417.00 7 Type I-B Construction 5001 to 10000 square feet $3,634.00 $1,272.00 $2,362.00 $3,634.00 $1,272.00 $2,362.00 8 Type I-B Construction 10001 to 15000 square feet $4,880.00 $1,708.00 $3,172.00 $4,880.00 $1,708.00 $3,172.00 9 Type I-B Construction 15001 to 25000 square feet $7,372.00 $2,580.00 $4,792.00 $7,372.00 $2,580.00 $4,792.00 10 Each additional 1000 square feet $758.00 $265.00 $493.00 $758.00 $265.00 $493.00 11 Type II-A Construction 0 to 5000 square feet $2,700.00 $945.00 $1,755.00 12 Type II-A Construction 5001 to 10000 square feet $4,361.00 $1,526.00 $2,835.00 13 Type II-A Construction 10001 to 15000 square feet $6,126.00 $2,144.00 $3,982.00 14 Type II-A Construction 15001 to 25000 square feet $9,345.00 $3,271.00 $6,074.00 15 Each additional 1000 square feet $841.00 $294.00 $547.00 16 Type II-B Construction 0 to 5000 square feet $2,180.00 $763.00 $1,417.00 17 Type II-B Construction 5001 to 10000 square feet $3,634.00 $1,272.00 $2,362.00 18 Type II-B Construction 10001 to 15000 square feet $4,880.00 $1,708.00 $3,172.00 19 Type II-B Construction 15001 to 25000 square feet $7,372.00 $2,580.00 $4,792.00 20 Each additional 1000 square feet $758.00 $265.00 $493.00 21 Type lll-A Construction 0 to 5000 square feet $2,700.00 $945.00 $1,755.00 22 Type lll-A Construction 5001 to 10000 square feet $4,361.00 $1,526.00 $2,835.00 23 Type lll-A Construction 10001 to 15000 square feet $6,126.00 $2,144.00 $3,982.00 24 Type lll-A Construction 15001 to 25000 square feet $9,345.00 $3,271.00 $6,074.00 25 Each additional 1000 square feet $841.00 $294.00 $547.00 26 Type III-B Construction 0 to 5000 square feet $2,492.00 $872.00 $1,620.00 27 Type III-B Construction 5001 to 10000 square feet $4,049.00 $1,417.00 $2,632.00 28 Type III-B Construction 10001 to 15000 square feet $5,503.00 $1,926.00 $3,577.00 29 Type III-B Construction 15001 to 25000 square feet $8,514.00 $2,980.00 $5,534.00 30 Each additional 1000 square feet $820.00 $287.00 $533.00 31 Type IV Construction 0 to 5000 square feet $2,492.00 $872.00 $1,620.00 32 Type IV Construction 5001 to 10000 square feet $4,049.00 $1,417.00 $2,632.00 33 Type IV Construction 10001 to 15000 square feet $5,503.00 $1,926.00 $3,577.00 34 Type IV Construction 15001 to 25000 square feet $8,514.00 $2,980.00 $5,534.00 35 Each additional 1000 square feet $820.00 $287.00 $533.00 36 Type V-A Construction 0 to 5000 square feet $2,492.00 $872.00 $1,620.00 37 Type V-A Construction 5001 to 10000 square feet $4,154.00 $1,454.00 $2,700.00 38 Type V-A Construction 10001 to 15000 square feet $5,607.00 $1,962.00 $3,645.00 39 Type V-A Construction 15001 to 25000 square feet $8,722.00 $3,053.00 $5,669.00 40 Each additional 1000 square feet $820.00 $287.00 $533.00 41 Type V-B Construction 0 to 5000 square feet $2,368.00 $829.00 $1,539.00 42 Type V-B Construction 5001 to 10000 square feet $3,946.00 $1,381.00 $2,565.00 43 Type V-B Construction 10001 to 15000 square feet $5,326.00 $1,864.00 $3,462.00 44 Type V-B Construction 15001 to 25000 square feet $8,286.00 $2,900.00 $5,386.00 45 Each additional 1000 square feet $780.00 $273.00 $507.00 Fee Description
Appendix B: p. 65
Item: 15
582
City of Lake Forest
BUILDING AND SAFETY FEES
New Construction - New Shell or New Building with Inside Improvement Current Proposed
Total Plan Check Permit Total Plan Check Permit Note CommentFee Description 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.
Appendix B: p. 66
Item: 15
583
City of Lake Forest
BUILDING AND SAFETY FEES
New Construction - New Shell or New Building with Inside Improvement Current Proposed
Total Plan Check Permit Total Plan Check Permit Note Comment U - Utility - cell sites, miscellaneous
1 Wood frame Construction 0 to 500 square feet $519.00 $182.00 $337.00 $519.00 $182.00 $337.00 2 Wood frame Construction 501 to 5000 square feet $2,077.00 $727.00 $1,350.00 $2,077.00 $727.00 $1,350.00 3 Wood frame Construction 5001 to 10000 square ft. $3,323.00 $1,163.00 $2,160.00 $3,323.00 $1,163.00 $2,160.00 4 Wood frame Construction 10001 to 15000 square ft. $4,361.00 $1,526.00 $2,835.00 $4,361.00 $1,526.00 $2,835.00 5 Wood frame Construction 15001 to 25000 square ft. $6,542.00 $2,290.00 $4,252.00 $6,542.00 $2,290.00 $4,252.00 6 Each additional 500 square feet $695.00 $243.00 $452.00 $695.00 $243.00 $452.00 7 Masonry Construction 0 to 5000 square feet $2,180.00 $763.00 $1,417.00 $2,180.00 $763.00 $1,417.00 8 Masonry Construction 5001 to 10000 square feet $3,531.00 $1,236.00 $2,295.00 $3,531.00 $1,236.00 $2,295.00 9 Masonry Construction 10001 to 15000 square feet $4,880.00 $1,708.00 $3,172.00 $4,880.00 $1,708.00 $3,172.00 10 Masonry Construction 15001 to 25000 square feet $7,268.00 $2,544.00 $4,724.00 $7,268.00 $2,544.00 $4,724.00 11 Each additional 1000 square feet $726.00 $254.00 $472.00 $726.00 $254.00 $472.00 12 Open Carport Construction 0 to 500 square feet $311.00 $109.00 $202.00 $311.00 $109.00 $202.00 13 Open Carport Construction 501 to 5000 square feet $1,557.00 $545.00 $1,012.00 $1,557.00 $545.00 $1,012.00 14 Open Carport Construction 5001 to 10000 square ft. $2,492.00 $872.00 $1,620.00 $2,492.00 $872.00 $1,620.00 15 Open Carport Construction 10001 to 15000 square ft. $3,426.00 $1,199.00 $2,227.00 $3,426.00 $1,199.00 $2,227.00 16 Open Carport Construction 15001 to 25000 square ft. $4,880.00 $1,708.00 $3,172.00 $4,880.00 $1,708.00 $3,172.00 17 Each additional 1000 square feet $571.00 $200.00 $371.00 $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.
Appendix B: p. 67
Item: 15
584
City of Lake Forest
BUILDING AND SAFETY FEES
Additional Fee for Air-Conditioning
Current Proposed
Total Plan Check Permit Total Plan Check Permit Note Comment Additional Fee for Air-Conditioning
1 Commercial Construction 0 to 5000 square feet $643.00 $225.00 $418.00 $643.00 $225.00 $418.00 2 Commercial Construction 5001 to 10000 square feet $914.00 $320.00 $594.00 $914.00 $320.00 $594.00 3 Commercial Construction 10001 to 15000 square feet $1,142.00 $400.00 $742.00 $1,142.00 $400.00 $742.00 4 Commercial Construction 15001 to 25000 square feet $1,661.00 $581.00 $1,080.00 $1,661.00 $581.00 $1,080.00 5 Each additional 500 square feet $218.00 $76.00 $142.00 $218.00 $76.00 $142.00 6 Residential Construction any size $592.00 $207.00 $385.00 $592.00 $207.00 $385.00 Fee Description
Appendix B: p. 68
Item: 15
585
City of Lake Forest
BUILDING AND SAFETY FEES
Tenant Improvement
Current Proposed
Total Plan Check Permit Total Plan Check Permit Note Comment A-Assembly, all categories Consolidate fee categories for administrative efficiency 1 Type I-A Construction 0 to 5000 square feet $1,428.00 $500.00 $928.00 ↓ 2 Type I-A Construction 5001 to 10000 square feet $2,466.00 $863.00 $1,603.00 3 Type I-A Construction 10001 to 15000 square feet $3,115.00 $1,090.00 $2,025.00 4 Each additional 1000 square feet $272.00 $95.00 $177.00 5 Type I-B Construction 0 to 5000 square feet $1,142.00 $400.00 $742.00 6 Type I-B Construction 5001 to 10000 square feet $1,972.00 $690.00 $1,282.00 7 Type I-B Construction 10001 to 15000 square feet $2,492.00 $872.00 $1,620.00 8 Each additional 1000 square feet $218.00 $76.00 $142.00 9 Type II-A Construction 0 to 5000 square feet $1,200.00 $420.00 $780.00 10 Type II-A Construction 5001 to 10000 square feet $2,071.00 $725.00 $1,346.00 11 Type II-A Construction 10001 to 15000 square feet $2,617.00 $916.00 $1,701.00 12 Each additional 1000 square feet $229.00 $80.00 $149.00 13 Type II-B Construction 0 to 5000 square feet $1,142.00 $400.00 $742.00 14 Type II-B Construction 5001 to 10000 square feet $1,972.00 $690.00 $1,282.00 15 Type II-B Construction 10001 to 15000 square feet $2,492.00 $872.00 $1,620.00 16 Each additional 1000 square feet $218.00 $76.00 $142.00 17 Type III-A Construction 0 to 5000 square feet $1,142.00 $400.00 $742.00 18 Type III-A Construction 5001 to 10000 square feet $1,972.00 $690.00 $1,282.00 19 Type III-A Construction 10001 to 15000 square feet $2,492.00 $872.00 $1,620.00 20 Each additional 1000 square feet $218.00 $76.00 $142.00 21 Type III-B Construction 0 to 5000 square feet $1,142.00 $400.00 $742.00 $1,142.00 $400.00 $742.00 22 Type III-B Construction 5001 to 10000 square feet $1,972.00 $690.00 $1,282.00 $1,972.00 $690.00 $1,282.00 23 Type III-B Construction 10001 to 15000 square feet $2,492.00 $872.00 $1,620.00 $2,492.00 $872.00 $1,620.00 24 Each additional 1000 square feet $218.00 $76.00 $142.00 $218.00 $76.00 $142.00 25 Type IV Construction 0 to 5000 square feet $1,142.00 $400.00 $742.00 26 Type IV Construction 5001 to 10000 square feet $1,972.00 $690.00 $1,282.00 27 Type IV Construction 10001 to 15000 square feet $2,492.00 $872.00 $1,620.00 28 Each additional 1000 square feet $218.00 $76.00 $142.00 29 Type V-A Construction 0 to 5000 square feet $1,142.00 $400.00 $742.00 30 Type V-A Construction 5001 to 10000 square feet $1,972.00 $690.00 $1,282.00 31 Type V-A Construction 10001 to 15000 square feet $2,492.00 $872.00 $1,620.00 32 Each additional 1000 square feet $218.00 $76.00 $142.00 33 Type V-B Construction 0 to 5000 square feet $1,038.00 $363.00 $675.00 34 Type V-B Construction 5001 to 10000 square feet $1,869.00 $654.00 $1,215.00 35 Type V-B Construction 10001 to 15000 square feet $2,388.00 $836.00 $1,552.00 36 Each additional 1000 square feet $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%
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.
Appendix B: p. 69
Item: 15
586
City of Lake Forest
BUILDING AND SAFETY FEES
Tenant Improvement
Current Proposed
Total Plan Check Permit Total Plan Check Permit Note Comment B-Business, all categories Consolidate fee categories for administrative efficiency 1 Type I-A Construction 0 to 5000 square feet $1,246.00 $436.00 $810.00 ↓ 2 Type I-A Construction 5001 to 10000 square feet $2,077.00 $727.00 $1,350.00 3 Type I-A Construction 10001 to 15000 square feet $2,700.00 $945.00 $1,755.00 4 Type I-A Construction 15001 to 25000 square feet $3,634.00 $1,272.00 $2,362.00 5 Each additional 1000 square feet $186.00 $65.00 $121.00 6 Type I-B Construction 0 to 5000 square feet $934.00 $327.00 $607.00 7 Type I-B Construction 5001 to 10000 square feet $1,454.00 $509.00 $945.00 8 Type l-B Construction 10001 to 15000 square feet $2,077.00 $727.00 $1,350.00 9 Type l-B Construction 15001 to 25000 square feet $2,803.00 $981.00 $1,822.00 10 Each additional 1000 square feet $218.00 $76.00 $142.00 11 Type II-A Construction 0 to 5000 square feet $966.00 $338.00 $628.00 12 Type II-A Construction 5001 to 10000 square feet $1,557.00 $545.00 $1,012.00 13 Type II-A Construction 10001 to 15000 square feet $2,077.00 $727.00 $1,350.00 14 Type II-A Construction 15001 to 25000 square feet $2,908.00 $1,018.00 $1,890.00 15 Each additional 1000 square feet $218.00 $76.00 $142.00 16 Type II-B Construction 0 to 5000 square feet $934.00 $327.00 $607.00 17 Type II-B Construction 5001 to 10000 square feet $1,454.00 $509.00 $945.00 18 Type ll-B Construction 10001 to 15000 square feet $2,077.00 $727.00 $1,350.00 19 Type ll-B Construction 15001 to 25000 square feet $2,803.00 $981.00 $1,822.00 20 Each additional 1000 square feet $218.00 $76.00 $142.00 21 Type III-A Construction 0 to 5000 square feet $1,017.00 $356.00 $661.00 22 Type lll-A Construction 5001 to 10000 square feet $1,661.00 $581.00 $1,080.00 23 Type III-A Construction 10001 to 15000 square feet $2,180.00 $763.00 $1,417.00 24 Type lll-A Construction 15001 to 25000 square feet $3,011.00 $1,054.00 $1,957.00 25 Each additional 1000 square feet $218.00 $76.00 $142.00 26 Type lll-B Construction 0 to 5000 square feet $986.00 $345.00 $641.00 $986.00 $345.00 $641.00 27 Type lll-B Construction 5001 to 10000 square feet $1,557.00 $545.00 $1,012.00 $1,557.00 $545.00 $1,012.00 28 Type III-B Construction 10001 to 15000 square feet $2,180.00 $763.00 $1,417.00 $2,180.00 $763.00 $1,417.00 29 Type III-B Construction 15001 to 25000 square feet $2,908.00 $1,018.00 $1,890.00 $2,908.00 $1,018.00 $1,890.00 30 Each additional 1000 square feet $218.00 $76.00 $142.00 $218.00 $76.00 $142.00 31 Type lV Construction 0 to 5000 square feet $986.00 $345.00 $641.00 32 Type lV Construction 5001 to 10000 square feet $1,557.00 $545.00 $1,012.00 33 Type IV Construction 10001 to 15000 square feet $2,180.00 $763.00 $1,417.00 34 Type IV Construction 15001 to 25000 square feet $2,908.00 $1,018.00 $1,890.00 35 Each additional 1000 square feet $218.00 $76.00 $142.00 36 Type V-A Construction 0 to 5000 square feet $976.00 $342.00 $634.00 37 Type V-A Construction 5001 to 10000 square feet $1,557.00 $545.00 $1,012.00 38 Type V-A Construction 10001 to 15000 square feet $2,180.00 $763.00 $1,417.00 39 Type V-A Construction 15001 to 25000 square feet $2,908.00 $1,018.00 $1,890.00 40 Each additional 1000 square feet $218.00 $76.00 $142.00 41 Type V-B Construction 0 to 5000 square feet $934.00 $327.00 $607.00 42 Type V-B Construction 5001 to 10000 square feet $1,454.00 $509.00 $945.00 43 Type V-B Construction 10001 to 15000 square feet $2,077.00 $727.00 $1,350.00 44 Type V-B Construction 15001 to 25000 square feet $2,803.00 $981.00 $1,822.00 45 Each additional 1000 square feet $218.00 $76.00 $142.00 Fee Description
Appendix B: p. 70
Item: 15
587
City of Lake Forest
BUILDING AND SAFETY FEES
Tenant Improvement
Current Proposed
Total Plan Check Permit Total Plan Check Permit Note CommentFee Description 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.
Appendix B: p. 71
Item: 15
588
City of Lake Forest
BUILDING AND SAFETY FEES
Tenant Improvement
Current Proposed
Total Plan Check Permit Total Plan Check Permit Note Comment E-Educational Consolidate fee categories for administrative efficiency 1 Type I-A Construction 0 to 5000 square feet $1,246.00 $436.00 $810.00 ↓ 2 Type I-A Construction 5001 to 10000 square feet $2,077.00 $727.00 $1,350.00 3 Type I-A Construction 10001 to 15000 square feet $2,700.00 $945.00 $1,755.00 4 Type I-A Construction 15001 to 25000 square feet $3,634.00 $1,272.00 $2,362.00 5 Each additional 1000 square feet $186.00 $65.00 $121.00 6 Type I-B Construction 0 to 5000 square feet $934.00 $327.00 $607.00 7 Type I-B Construction 5001 to 10000 square feet $1,454.00 $509.00 $945.00 8 Type l-B Construction 10001 to 15000 square feet $2,077.00 $727.00 $1,350.00 9 Type l-B Construction 15001 to 25000 square feet $2,803.00 $981.00 $1,822.00 10 Each additional 1000 square feet $218.00 $76.00 $142.00 11 Type II-A Construction 0 to 5000 square feet $966.00 $338.00 $628.00 12 Type II-A Construction 5001 to 10000 square feet $1,557.00 $545.00 $1,012.00 13 Type II-A Construction 10001 to 15000 square feet $2,077.00 $727.00 $1,350.00 14 Type II-A Construction 15001 to 25000 square feet $2,908.00 $1,018.00 $1,890.00 15 Each additional 1000 square feet $218.00 $76.00 $142.00 16 Type II-B Construction 0 to 5000 square feet $934.00 $327.00 $607.00 $934.00 $327.00 $607.00 17 Type II-B Construction 5001 to 10000 square feet $1,454.00 $509.00 $945.00 $1,454.00 $509.00 $945.00 18 Type ll-B Construction 10001 to 15000 square feet $2,077.00 $727.00 $1,350.00 $2,077.00 $727.00 $1,350.00 19 Type ll-B Construction 15001 to 25000 square feet $2,803.00 $981.00 $1,822.00 $2,803.00 $981.00 $1,822.00 20 Each additional 1000 square feet $218.00 $76.00 $142.00 $218.00 $76.00 $142.00 21 Type III-A Construction 0 to 5000 square feet $1,017.00 $356.00 $661.00 22 Type lll-A Construction 5001 to 10000 square feet $1,661.00 $581.00 $1,080.00 23 Type III-A Construction 10001 to 15000 square feet $2,180.00 $763.00 $1,417.00 24 Type lll-A Construction 15001 to 25000 square feet $3,011.00 $1,054.00 $1,957.00 25 Each additional 1000 square feet $218.00 $76.00 $142.00 26 Type lll-B Construction 0 to 5000 square feet $986.00 $345.00 $641.00 27 Type lll-B Construction 5001 to 10000 square feet $1,557.00 $545.00 $1,012.00 28 Type III-B Construction 10001 to 15000 square feet $2,180.00 $763.00 $1,417.00 29 Type III-B Construction 15001 to 25000 square feet $2,908.00 $1,018.00 $1,890.00 30 Each additional 1000 square feet $218.00 $76.00 $142.00 31 Type lV Construction 0 to 5000 square feet $986.00 $345.00 $641.00 32 Type lV Construction 5001 to 10000 square feet $1,557.00 $545.00 $1,012.00 33 Type IV Construction 10001 to 15000 square feet $2,180.00 $763.00 $1,417.00 34 Type IV Construction 15001 to 25000 square feet $2,908.00 $1,018.00 $1,890.00 35 Each additional 1000 square feet $218.00 $76.00 $142.00 36 Type V-A Construction 0 to 5000 square feet $976.00 $342.00 $634.00 37 Type V-A Construction 5001 to 10000 square feet $1,557.00 $545.00 $1,012.00 38 Type V-A Construction 10001 to 15000 square feet $2,180.00 $763.00 $1,417.00 39 Type V-A Construction 15001 to 25000 square feet $2,908.00 $1,018.00 $1,890.00 40 Each additional 1000 square feet $218.00 $76.00 $142.00 41 Type V-B Construction 0 to 5000 square feet $934.00 $327.00 $607.00 42 Type V-B Construction 5001 to 10000 square feet $1,454.00 $509.00 $945.00 43 Type V-B Construction 10001 to 15000 square feet $2,077.00 $727.00 $1,350.00 44 Type V-B Construction 15001 to 25000 square feet $2,803.00 $981.00 $1,822.00 45 Each additional 1000 square feet $218.00 $76.00 $142.00 Fee Description
Appendix B: p. 72
Item: 15
589
City of Lake Forest
BUILDING AND SAFETY FEES
Tenant Improvement
Current Proposed
Total Plan Check Permit Total Plan Check Permit Note CommentFee Description 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.
Appendix B: p. 73
Item: 15
590
City of Lake Forest
BUILDING AND SAFETY FEES
Tenant Improvement
Current Proposed
Total Plan Check Permit Total Plan Check Permit Note Comment F-1, F-2, H-1 thru 4, factory & industrial, hazard Consolidate fee categories for administrative efficiency 1 Type I-A Construction 0 to 5000 square feet $726.00 $254.00 $472.00 ↓ 2 Type I-A Construction 5001 to 10000 square feet $1,225.00 $429.00 $796.00 3 Type I-A Construction 10001 to 15000 square feet $1,723.00 $603.00 $1,120.00 4 Type I-A Construction 15001 to 25000 square feet $2,429.00 $850.00 $1,579.00 5 Each additional 1000 square feet $208.00 $73.00 $135.00 6 Type l-B Construction 0 to 5000 square feet $540.00 $189.00 $351.00 7 Type l-B Construction 5001 to 10000 square feet $872.00 $305.00 $567.00 8 Type l-B Construction 10001 to 15000 square feet $1,183.00 $414.00 $769.00 9 Type I-B Construction 15001 to 25000 square feet $1,828.00 $640.00 $1,188.00 10 Each additional 1000 square feet $168.00 $59.00 $109.00 11 Type II-A Construction 0 to 5000 square feet $582.00 $204.00 $378.00 12 Type II-A Construction 5001 to 10000 square feet $934.00 $327.00 $607.00 13 Type II-A Construction 10001 to 15000 square feet $1,266.00 $443.00 $823.00 14 Type II-A Construction 15001 to 25000 square feet $1,952.00 $683.00 $1,269.00 15 Each additional 1000 square feet $174.00 $61.00 $113.00 16 Type ll-B Construction 0 to 5000 square feet $540.00 $189.00 $351.00 $540.00 $189.00 $351.00 17 Type ll-B Construction 5001 to 10000 square feet $872.00 $305.00 $567.00 $872.00 $305.00 $567.00 18 Type Il-B Construction 10001 to 15000 square feet $1,183.00 $414.00 $769.00 $1,183.00 $414.00 $769.00 19 Type II-B Construction 15001 to 25000 square feet $1,828.00 $640.00 $1,188.00 $1,828.00 $640.00 $1,188.00 20 Each additional 1000 square feet $168.00 $59.00 $109.00 $168.00 $59.00 $109.00 21 Type lll-A Construction 0 to 5000 square feet $623.00 $218.00 $405.00 22 Type lll-A Construction 5001 to 10000 square feet $997.00 $349.00 $648.00 23 Type lll-A Construction 10001 to 15000 square feet $1,371.00 $480.00 $891.00 24 Type lll-A Construction 15001 to 25000 square feet $2,077.00 $727.00 $1,350.00 25 Each additional 1000 square feet $208.00 $73.00 $135.00 26 Type lll-B Construction 0 to 5000 square feet $582.00 $204.00 $378.00 27 Type lll-B Construction 5001 to 10000 square feet $955.00 $334.00 $621.00 28 Type lll-B Construction 10001 lo 15000 square feet $1,308.00 $458.00 $850.00 29 Type lll-B Construction 15001 to 25000 square feet $2,014.00 $705.00 $1,309.00 30 Each additional 1000 square feet $208.00 $73.00 $135.00 31 Type III-A Tilt- Up 0 to 5000 square feet $457.00 $160.00 $297.00 32 Type III-A Tilt- Up 5001 to 10000 square feet $768.00 $269.00 $499.00 33 Type lll-A Tilt- Up 10001 to 15000 square feet $1,017.00 $356.00 $661.00 34 Type lll-A Tilt- Up 15001 to 25000 square feet $1,537.00 $538.00 $999.00 35 Each additional 1000 square feet $152.00 $53.00 $99.00 36 Type lV Construction 0 to 5000 square feet $582.00 $204.00 $378.00 37 Type lV Construction 5001 to 10000 square feet $955.00 $334.00 $621.00 38 Type lV Construction 10001 lo 15000 square feet $1,308.00 $458.00 $850.00 39 Type lV Construction 15001 to 25000 square feet $2,014.00 $705.00 $1,309.00 40 Each additional 1000 square feet $208.00 $73.00 $135.00 41 Type V-A Construction 0 to 5000 square feet $582.00 $204.00 $378.00 42 Type V-A Construction 5001 to 10000 square feet $955.00 $334.00 $621.00 43 Type V-A Construction 10001 to 15000 square feet $1,308.00 $458.00 $850.00 44 Type V-A Construction 15001 to 25000 square feet $2,014.00 $705.00 $1,309.00 45 Each additional 1000 square feet $208.00 $73.00 $135.00 46 Type V-B Construction 0 to 5000 square feet $560.00 $196.00 $364.00 47 Type V-B Construction 5001 to 10000 square feet $893.00 $313.00 $580.00 48 Type V-B Construction 10001 to 15000 square feet $1,225.00 $429.00 $796.00 49 Type V-B Construction 15001 to 25000 square feet $1,869.00 $654.00 $1,215.00 50 Each additional 1000 square feet $174.00 $61.00 $113.00 Fee Description
Appendix B: p. 74
Item: 15
591
City of Lake Forest
BUILDING AND SAFETY FEES
Tenant Improvement
Current Proposed
Total Plan Check Permit Total Plan Check Permit Note CommentFee Description 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.
Appendix B: p. 75
Item: 15
592
City of Lake Forest
BUILDING AND SAFETY FEES
Tenant Improvement
Current Proposed
Total Plan Check Permit Total Plan Check Permit Note Comment H-5, HPM Consolidate fee categories for administrative efficiency 1 Type I-A Construction 0 to 5000 square feet $1,454.00 $509.00 $945.00 ↓ 2 Type I-A Construction 5001 to 10000 square feet $2,388.00 $836.00 $1,552.00 3 Type I-A Construction 10001 to 15000 square feet $3,094.00 $1,083.00 $2,011.00 4 Type I-A Construction 15001 to 25000 square feet $4,112.00 $1,439.00 $2,673.00 5 Each additional 1000 square feet $208.00 $73.00 $135.00 6 Type I-B Construction 0 to 5000 square feet $1,080.00 $378.00 $702.00 7 Type I-B Construction 5001 to 10000 square feet $1,931.00 $676.00 $1,255.00 8 Type I-B Construction 10001 to 15000 square ft. $2,451.00 $858.00 $1,593.00 9 Type I-B Construction 15001 to 25000 square ft. $3,364.00 $1,177.00 $2,187.00 10 Each additional 1000 square feet $186.00 $65.00 $121.00 11 Type II-A Construction 0 to 5000 square feet $1,080.00 $378.00 $702.00 12 Type II-A Construction 5001 to 10000 square feet $1,931.00 $676.00 $1,255.00 13 Type II-A Construction 10001 to 15000 square ft. $2,451.00 $858.00 $1,593.00 14 Type II-A Construction 15001 to 25000 square ft. $3,364.00 $1,177.00 $2,187.00 15 Each additional 1000 square feet $186.00 $65.00 $121.00 16 Type II-B Construction 0 to 5000 square feet $1,080.00 $378.00 $702.00 $1,080.00 $378.00 $702.00 17 Type II-B Construction 5001 to 10000 square feet $1,931.00 $676.00 $1,255.00 $1,931.00 $676.00 $1,255.00 18 Type II-B Construction 10001 to 15000 square ft. $2,451.00 $858.00 $1,593.00 $2,451.00 $858.00 $1,593.00 19 Type II-B Construction 15001 to 25000 square ft. $3,364.00 $1,177.00 $2,187.00 $3,364.00 $1,177.00 $2,187.00 20 Each additional 1000 square feet $186.00 $65.00 $121.00 $186.00 $65.00 $121.00 21 Type III-A Construction 0 to 5000 square feet $1,100.00 $385.00 $715.00 22 Type III-A Construction 5001 to 10000 square feet $1,952.00 $683.00 $1,269.00 23 Type III-A Construction 10001 to 15000 square feet $2,492.00 $872.00 $1,620.00 24 Type III-A Construction 15001 to 25000 square feet $3,406.00 $1,192.00 $2,214.00 25 Each additional 1000 square feet $186.00 $65.00 $121.00 26 Type III-B Construction 0 to 5000 square feet $1,080.00 $378.00 $702.00 27 Type III-B Construction 5001 to 10000 square feet $1,931.00 $676.00 $1,255.00 28 Type III-B Construction 10001 to 15000 square ft. $2,451.00 $858.00 $1,593.00 29 Type III-B Construction 15001 to 25000 square ft. $3,364.00 $1,177.00 $2,187.00 30 Each additional 1000 square feet $186.00 $65.00 $121.00 31 Type IV Construction 0 to 5000 square feet $1,080.00 $378.00 $702.00 32 Type IV Construction 5001 to 10000 square feet $1,931.00 $676.00 $1,255.00 33 Type IV Construction 10001 to 15000 square ft. $2,451.00 $858.00 $1,593.00 34 Type IV Construction 15001 to 25000 square ft. $3,364.00 $1,177.00 $2,187.00 35 Each additional 1000 square feet $186.00 $65.00 $121.00 36 Type V-A Construction 0 to 5000 square feet $1,038.00 $363.00 $675.00 37 Type V-A Construction 5001 to 10000 square feet $1,869.00 $654.00 $1,215.00 38 Type V-A Construction 10001 to 15000 square feet $2,409.00 $843.00 $1,566.00 39 Type V-A Construction 15001 to 25000 square feet $3,302.00 $1,156.00 $2,146.00 40 Each additional 1000 square feet $186.00 $65.00 $121.00 41 Type V-B Construction 0 to 5000 square feet $986.00 $345.00 $641.00 42 Type V-B Construction 5001 to 10000 square feet $1,775.00 $621.00 $1,154.00 43 Type V-B Construction 10001 to 15000 square feet $2,289.00 $801.00 $1,488.00 44 Type V-B Construction 15001 to 25000 square feet $3,137.00 $1,098.00 $2,039.00 45 Each additional 1000 square feet $177.00 $62.00 $115.00 Fee Description
Appendix B: p. 76
Item: 15
593
City of Lake Forest
BUILDING AND SAFETY FEES
Tenant Improvement
Current Proposed
Total Plan Check Permit Total Plan Check Permit Note CommentFee Description 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.
Appendix B: p. 77
Item: 15
594
City of Lake Forest
BUILDING AND SAFETY FEES
Tenant Improvement
Current Proposed
Total Plan Check Permit Total Plan Check Permit Note Comment I-1, I-2 - Institutional, convalescent hospitals, nursing home Consolidate fee categories for administrative efficiency 1 Type I-A Construction 0 to 5000 square feet $1,454.00 $509.00 $945.00 ↓ 2 Type I-A Construction 5001 to 10000 square feet $2,388.00 $836.00 $1,552.00 3 Type I-A Construction 10001 to 15000 square feet $3,094.00 $1,083.00 $2,011.00 4 Type I-A Construction 15001 to 25000 square feet $4,112.00 $1,439.00 $2,673.00 5 Each additional 1000 square feet $208.00 $73.00 $135.00 6 Type I-B Construction 0 to 5000 square feet $1,080.00 $378.00 $702.00 7 Type I-B Construction 5001 to 10000 square feet $1,931.00 $676.00 $1,255.00 8 Type I-B Construction 10001 to 15000 square ft. $2,451.00 $858.00 $1,593.00 9 Type I-B Construction 15001 to 25000 square ft. $3,364.00 $1,177.00 $2,187.00 10 Each additional 1000 square feet $186.00 $65.00 $121.00 11 Type II-A Construction 0 to 5000 square feet $1,080.00 $378.00 $702.00 12 Type II-A Construction 5001 to 10000 square feet $1,931.00 $676.00 $1,255.00 13 Type II-A Construction 10001 to 15000 square ft. $2,451.00 $858.00 $1,593.00 14 Type II-A Construction 15001 to 25000 square ft. $3,364.00 $1,177.00 $2,187.00 15 Each additional 1000 square feet $186.00 $65.00 $121.00 16 Type II-B Construction 0 to 5000 square feet $1,080.00 $378.00 $702.00 $1,080.00 $378.00 $702.00 17 Type II-B Construction 5001 to 10000 square feet $1,931.00 $676.00 $1,255.00 $1,931.00 $676.00 $1,255.00 18 Type II-B Construction 10001 to 15000 square ft. $2,451.00 $858.00 $1,593.00 $2,451.00 $858.00 $1,593.00 19 Type II-B Construction 15001 to 25000 square ft. $3,364.00 $1,177.00 $2,187.00 $3,364.00 $1,177.00 $2,187.00 20 Each additional 1000 square feet $186.00 $65.00 $121.00 $186.00 $65.00 $121.00 21 Type III-A Construction 0 to 5000 square feet $1,100.00 $385.00 $715.00 22 Type III-A Construction 5001 to 10000 square feet $1,952.00 $683.00 $1,269.00 23 Type III-A Construction 10001 to 15000 square feet $2,492.00 $872.00 $1,620.00 24 Type III-A Construction 15001 to 25000 square feet $3,406.00 $1,192.00 $2,214.00 25 Each additional 1000 square feet $186.00 $65.00 $121.00 26 Type III-B Construction 0 to 5000 square feet $1,080.00 $378.00 $702.00 27 Type III-B Construction 5001 to 10000 square feet $1,931.00 $676.00 $1,255.00 28 Type III-B Construction 10001 to 15000 square ft. $2,451.00 $858.00 $1,593.00 29 Type III-B Construction 15001 to 25000 square ft. $3,364.00 $1,177.00 $2,187.00 30 Each additional 1000 square feet $186.00 $65.00 $121.00 31 Type IV Construction 0 to 5000 square feet $1,080.00 $378.00 $702.00 32 Type IV Construction 5001 to 10000 square feet $1,931.00 $676.00 $1,255.00 33 Type IV Construction 10001 to 15000 square ft. $2,451.00 $858.00 $1,593.00 34 Type IV Construction 15001 to 25000 square ft. $3,364.00 $1,177.00 $2,187.00 35 Each additional 1000 square feet $186.00 $65.00 $121.00 36 Type V-A Construction 0 to 5000 square feet $1,038.00 $363.00 $675.00 37 Type V-A Construction 5001 to 10000 square feet $1,869.00 $654.00 $1,215.00 38 Type V-A Construction 10001 to 15000 square feet $2,409.00 $843.00 $1,566.00 39 Type V-A Construction 15001 to 25000 square feet $3,302.00 $1,156.00 $2,146.00 40 Each additional 1000 square feet $186.00 $65.00 $121.00 41 Type V-B Construction 0 to 5000 square feet $986.00 $345.00 $641.00 42 Type V-B Construction 5001 to 10000 square feet $1,775.00 $621.00 $1,154.00 43 Type V-B Construction 10001 to 15000 square feet $2,289.00 $801.00 $1,488.00 44 Type V-B Construction 15001 to 25000 square feet $3,137.00 $1,098.00 $2,039.00 45 Each additional 1000 square feet $177.00 $62.00 $115.00 Fee Description
Appendix B: p. 78
Item: 15
595
City of Lake Forest
BUILDING AND SAFETY FEES
Tenant Improvement
Current Proposed
Total Plan Check Permit Total Plan Check Permit Note CommentFee Description 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.
Appendix B: p. 79
Item: 15
596
City of Lake Forest
BUILDING AND SAFETY FEES
Tenant Improvement
Current Proposed
Total Plan Check Permit Total Plan Check Permit Note Comment I-2, I-3, Institutional, hospital, restrained Consolidate fee categories for administrative efficiency 1 Type I-A Construction 0 to 5000 square feet $1,661.00 $581.00 $1,080.00 ↓ 2 Type I-A Construction 5001 to 10000 square feet $2,637.00 $923.00 $1,714.00 3 Type I-A Construction 10001 to 15000 square feet $3,385.00 $1,185.00 $2,200.00 4 Type I-A Construction 15001 to 25000 square feet $4,486.00 $1,570.00 $2,916.00 5 Each additional 1000 square feet $171.00 $60.00 $111.00 6 Type I-B Construction 0 to 5000 square feet $1,412.00 $494.00 $918.00 7 Type I-B Construction 5001 to 10000 square feet $2,346.00 $821.00 $1,525.00 8 Type I-B Construction 10001 to 15000 square feet $3,052.00 $1,068.00 $1,984.00 9 Type I-B Construction 15001 to 25000 square feet $4,049.00 $1,417.00 $2,632.00 10 Each additional 1000 square feet $171.00 $60.00 $111.00 11 Type II-A Construction 0 to 5000 square feet $1,661.00 $581.00 $1,080.00 12 Type II-A Construction 5001 to 10000 square feet $2,637.00 $923.00 $1,714.00 13 Type II-A Construction 10001 to 15000 square feet $3,385.00 $1,185.00 $2,200.00 14 Type II-A Construction 15001 to 25000 square feet $4,486.00 $1,570.00 $2,916.00 15 Each additional 1000 square feet $171.00 $60.00 $111.00 16 Type II-B Construction 0 to 5000 square feet $1,412.00 $494.00 $918.00 $1,412.00 $494.00 $918.00 17 Type II-B Construction 5001 to 10000 square feet $2,346.00 $821.00 $1,525.00 $2,346.00 $821.00 $1,525.00 18 Type II-B Construction 10001 to 15000 square feet $3,052.00 $1,068.00 $1,984.00 $3,052.00 $1,068.00 $1,984.00 19 Type II-B Construction 15001 to 25000 square feet $4,049.00 $1,417.00 $2,632.00 $4,049.00 $1,417.00 $2,632.00 20 Each additional 1000 square feet $171.00 $60.00 $111.00 $171.00 $60.00 $111.00 21 Type III-A - Construction 0 to 5000 square feet $1,412.00 $494.00 $918.00 22 Type III-A - Construction 5001 to 10000 square feet $2,346.00 $821.00 $1,525.00 23 Type III-A - Construction 10001 to 15000 square feet $3,052.00 $1,068.00 $1,984.00 24 Type III-A - Construction 15001 to 25000 square $4,049.00 $1,417.00 $2,632.00 25 Each additional 1000 square feet $171.00 $60.00 $111.00 26 Type III-B - Construction 0 to 5000 square feet $1,412.00 $494.00 $918.00 27 Type III-B - Construction 5001 to 10000 square feet $2,346.00 $821.00 $1,525.00 28 Type III-B - Construction 10001 to 15000 square feet $3,052.00 $1,068.00 $1,984.00 29 Type III-B - Construction 15001 to 25000 square $4,049.00 $1,417.00 $2,632.00 30 Each additional 1000 square feet $171.00 $60.00 $111.00 31 Type IV - Construction 0 to 5000 square feet $1,412.00 $494.00 $918.00 32 Type IV - Construction 5001 to 10000 square feet $2,346.00 $821.00 $1,525.00 33 Type IV - Construction 10001 to 15000 square feet $3,052.00 $1,068.00 $1,984.00 34 Type IV - Construction 15001 to 25000 square $4,049.00 $1,417.00 $2,632.00 35 Each additional 1000 square feet $171.00 $60.00 $111.00 36 Type V-A Construction 0 to 5000 square feet $1,371.00 $480.00 $891.00 37 Type V-A Construction 5001 to 10000 square feet $2,285.00 $800.00 $1,485.00 38 Type V-A Construction 10001 to 15000 square feet $2,969.00 $1,039.00 $1,930.00 39 Type V-A Construction 15001 to 25000 square feet $3,966.00 $1,388.00 $2,578.00 40 Each additional 1000 square feet $171.00 $60.00 $111.00 41 Type V-B Construction 0 to 5000 square feet $1,302.00 $456.00 $846.00 42 Type V-B Construction 5001 to 10000 square feet $2,171.00 $760.00 $1,411.00 43 Type V-B Construction 10001 to 15000 square feet $2,821.00 $987.00 $1,834.00 44 Type V-B Construction 15001 to 25000 square feet $3,768.00 $1,319.00 $2,449.00 45 Each additional 1000 square feet $162.00 $57.00 $105.00 Fee Description
Appendix B: p. 80
Item: 15
597
City of Lake Forest
BUILDING AND SAFETY FEES
Tenant Improvement
Current Proposed
Total Plan Check Permit Total Plan Check Permit Note CommentFee Description 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.
Appendix B: p. 81
Item: 15
598
City of Lake Forest
BUILDING AND SAFETY FEES
Tenant Improvement
Current Proposed
Total Plan Check Permit Total Plan Check Permit Note Comment I-4, R-4, Institutional, day care facilities, assisted living facilities Consolidate fee categories for administrative efficiency 1 Type I-A Construction 0 to 5000 square feet $1,142.00 $400.00 $742.00 ↓ 2 Type I-A Construction 5001 to 10000 square feet $2,014.00 $705.00 $1,309.00 3 Type I-A Construction 10001 to 15000 square feet $2,575.00 $901.00 $1,674.00 4 Type I-A Construction 15001 to 25000 square feet $3,509.00 $1,228.00 $2,281.00 5 Each additional 1000 square feet $186.00 $65.00 $121.00 6 Type I-B Construction 0 to 5000 square feet $934.00 $327.00 $607.00 7 Type I-B Construction 5001 to 10000 square feet $1,640.00 $574.00 $1,066.00 8 Type I-B Construction 10001 to 15000 square feet $2,201.00 $770.00 $1,431.00 9 Type I-B Construction 15001 to 25000 square $3,052.00 $1,068.00 $1,984.00 10 Each additional 1000 square feet $186.00 $65.00 $121.00 11 Type II-A Construction 0 to 5000 square feet $976.00 $342.00 $634.00 12 Type II-A Construction 5001 to 10000 square feet $1,723.00 $603.00 $1,120.00 13 Type II-A Construction 10001 to 15000 square ft. $2,263.00 $792.00 $1,471.00 14 Type II-A Construction 15001 to 25000 square ft. $3,136.00 $1,098.00 $2,038.00 15 Each additional 1000 square feet $186.00 $65.00 $121.00 16 Type II-B Construction 0 to 5000 square feet $934.00 $327.00 $607.00 $934.00 $327.00 $607.00 17 Type II-B Construction 5001 to 10000 square feet $1,640.00 $574.00 $1,066.00 $1,640.00 $574.00 $1,066.00 18 Type II-B Construction 10001 to 15000 square feet $2,201.00 $770.00 $1,431.00 $2,201.00 $770.00 $1,431.00 19 Type II-B Construction 15001 to 25000 square $3,052.00 $1,068.00 $1,984.00 $3,052.00 $1,068.00 $1,984.00 20 Each additional 1000 square feet $186.00 $65.00 $121.00 $186.00 $65.00 $121.00 21 Type III-A Construction 0 to 5000 square feet $997.00 $349.00 $648.00 22 Type III-A Construction 5001 to 10000 square feet $1,765.00 $618.00 $1,147.00 23 Type III-A Construction 10001 to 15000 square feet $2,534.00 $887.00 $1,647.00 24 Type III-A Construction 15001 to 25000 square feet $3,198.00 $1,119.00 $2,079.00 25 Each additional 1000 square feet $186.00 $65.00 $121.00 26 Type III-B Construction 0 to 5000 square feet $976.00 $342.00 $634.00 27 Type III-B Construction 5001 to 10000 square feet $1,723.00 $603.00 $1,120.00 28 Type III-B Construction 10001 to 15000 square feet $2,263.00 $792.00 $1,471.00 29 Type III-B Construction 15001 to 25000 square $3,136.00 $1,098.00 $2,038.00 30 Each additional 1000 square feet $186.00 $65.00 $121.00 31 Type IV Construction 0 to 5000 square feet $976.00 $342.00 $634.00 32 Type IV Construction 5001 to 10000 square feet $1,723.00 $603.00 $1,120.00 33 Type IV Construction 10001 to 15000 square feet $2,263.00 $792.00 $1,471.00 34 Type IV Construction 15001 to 25000 square $3,136.00 $1,098.00 $2,038.00 35 Each additional 1000 square feet $186.00 $65.00 $121.00 36 Type V-A Construction 0 to 5000 square feet $976.00 $342.00 $634.00 37 Type V-A Construction 5001 to 10000 square feet $1,723.00 $603.00 $1,120.00 38 Type V-A Construction 10001 to 15000 square feet $2,285.00 $800.00 $1,485.00 39 Type V-A Construction 15001 to 25000 square feet $3,136.00 $1,098.00 $2,038.00 40 Each additional 1000 square feet $186.00 $65.00 $121.00 41 Type V-B Construction 0 to 5000 square feet $934.00 $327.00 $607.00 42 Type V-B Construction 5001 to 10000 square feet $1,661.00 $581.00 $1,080.00 43 Type V-B Construction 10001 to 15000 square feet $2,222.00 $778.00 $1,444.00 44 Type V-B Construction 15001 to 25000 square feet $3,074.00 $1,076.00 $1,998.00 45 Each additional 1000 square feet $186.00 $65.00 $121.00 Fee Description
Appendix B: p. 82
Item: 15
599
City of Lake Forest
BUILDING AND SAFETY FEES
Tenant Improvement
Current Proposed
Total Plan Check Permit Total Plan Check Permit Note CommentFee Description 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.
Appendix B: p. 83
Item: 15
600
City of Lake Forest
BUILDING AND SAFETY FEES
Tenant Improvement
Current Proposed
Total Plan Check Permit Total Plan Check Permit Note Comment M - Mercantile Consolidate fee categories for administrative efficiency 1 Type I-A Construction 0 to 5000 square feet $1,038.00 $363.00 $675.00 ↓ 2 Type I-A Construction 5001 to 10000 square feet $1,765.00 $618.00 $1,147.00 3 Type I-A Construction 10001 to 15000 square feet $2,285.00 $800.00 $1,485.00 4 Each additional 1000 square feet $249.00 $87.00 $162.00 5 Type I-B Construction 0 to 5000 square feet $779.00 $273.00 $506.00 6 Type I-B Construction 5001 to 10000 square feet $1,142.00 $400.00 $742.00 7 Type I-B Construction 10001 to 15000 square feet $1,557.00 $545.00 $1,012.00 8 Each additional 1000 square feet $197.00 $69.00 $128.00 9 Type II-A Construction 0 to 5000 square feet $779.00 $273.00 $506.00 10 Type II-A Construction 5001 to 10000 square feet $1,142.00 $400.00 $742.00 11 Type II-A Construction 10001 to 15000 square feet $1,661.00 $581.00 $1,080.00 12 Each additional 1000 square feet $197.00 $69.00 $128.00 13 Type II-B Construction 0 to 5000 square feet $779.00 $273.00 $506.00 14 Type II-B Construction 5001 to 10000 square feet $1,142.00 $400.00 $742.00 15 Type II-B Construction 10001 to 15000 square feet $1,557.00 $545.00 $1,012.00 16 Each additional 1000 square feet $197.00 $69.00 $128.00 17 Type lll-A Construction 0 to 5000 square feet $883.00 $309.00 $574.00 18 Type lll-A Construction 5001 to 10000 square feet $1,349.00 $472.00 $877.00 19 Type lll-A Construction 10001 to 15000 square feet $1,869.00 $654.00 $1,215.00 20 Each additional 1000 square feet $228.00 $80.00 $148.00 21 Type lll-B Construction 0 to 5000 square feet $841.00 $294.00 $547.00 $841.00 $294.00 $547.00 22 Type III-B Construction 5001 to 10000 square feet $1,349.00 $472.00 $877.00 $1,349.00 $472.00 $877.00 23 Type lll-B Construction 10001 to 15000 square feet $1,454.00 $509.00 $945.00 $1,454.00 $509.00 $945.00 24 Each additional 1000 square feet $208.00 $73.00 $135.00 $208.00 $73.00 $135.00 25 Type lV Construction 0 to 5000 square feet $841.00 $294.00 $547.00 26 Type lV Construction 5001 to 10000 square feet $1,349.00 $472.00 $877.00 27 Type lV Construction 10001 to 15000 square feet $1,454.00 $509.00 $945.00 28 Each additional 1000 square feet $208.00 $73.00 $135.00 29 Type V-A Construction 0 to 5000 square feet $789.00 $276.00 $513.00 30 Type V-A Construction 5001 to 10000 square feet $1,246.00 $436.00 $810.00 31 Type V-A Construction 10001 to 15000 sjuare feet $1,661.00 $581.00 $1,080.00 32 Each additional 1000 square feet $197.00 $69.00 $128.00 33 Type V-B Construction 0 to 5000 square feet $768.00 $269.00 $499.00 34 Type V-B Construction 5001 to 10000 square feet $1,142.00 $400.00 $742.00 35 Type V-B Construction 10001 to 15000 square feet $1,557.00 $545.00 $1,012.00 36 Each additional 1000 square feet $197.00 $69.00 $128.00 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%
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.
Appendix B: p. 84
Item: 15
601
City of Lake Forest
BUILDING AND SAFETY FEES
Residential Remodel
Current Proposed
Total Plan Check Permit Total Plan Check Permit Note Comment R-3 Residential, Remodels
1 0 to 500 square feet $426.00 $149.00 $277.00 $426.00 $149.00 $277.00 2 501 to 1000 square feet $634.00 $222.00 $412.00 $634.00 $222.00 $412.00 3 1001 to 1500 square feet $831.00 $291.00 $540.00 $831.00 $291.00 $540.00 4 1501 to 2500 square feet $1,235.00 $432.00 $803.00 $1,235.00 $432.00 $803.00 5 Each additional 1000 square feet $94.00 $33.00 $61.00 $94.00 $33.00 $61.00 6 Miscellaneous Construction Permit $177.00 $62.00 $115.00 $177.00 $62.00 $115.00 7 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.
Appendix B: p. 85
Item: 15
602
City of Lake Forest
BUILDING AND SAFETY FEES
Tenant Improvement
Current Proposed
Total Plan Check Permit Total Plan Check Permit Note Comment R-1, R-2 Residential, Hotels, Multi-Family Consolidate fee categories for administrative efficiency 1 Type I-A Construction 0 to 5000 square feet $1,121.00 $392.00 $729.00 ↓ 2 Type 1-A Construction 5001 to 10000 square feet $1,994.00 $698.00 $1,296.00 3 Type I-A Construction 10001 to 15000 square ft. $2,534.00 $887.00 $1,647.00 4 Each additional 1000 square feet $208.00 $73.00 $135.00 5 Type I-B Construction 0 to 5000 square feet $955.00 $334.00 $621.00 6 Type I-B Construction 5001 to 10000 square feet $1,703.00 $596.00 $1,107.00 7 Type I-B Construction 10001 to 15000 square feet $2,263.00 $792.00 $1,471.00 8 Each additional 1000 square feet $208.00 $73.00 $135.00 9 Type II-A Construction 0 to 5000 square feet $1,121.00 $392.00 $729.00 10 Type II-A Construction 5001 to 10000 square feet $1,994.00 $698.00 $1,296.00 11 Type II-A Construction 10001 to 15000 square ft. $2,534.00 $887.00 $1,647.00 12 Each additional 1000 square feet $208.00 $73.00 $135.00 13 Type II-B Construction 0 to 5000 square feet $955.00 $334.00 $621.00 $955.00 $334.00 $621.00 14 Type II-B Construction 5001 to 10000 square feet $1,703.00 $596.00 $1,107.00 $1,703.00 $596.00 $1,107.00 15 Type II-B Construction 10001 to 15000 square feet $2,263.00 $792.00 $1,471.00 $2,263.00 $792.00 $1,471.00 16 Each additional 1000 square feet $208.00 $73.00 $135.00 $208.00 $73.00 $135.00 17 Type III-A Construction 0 to 5000 square feet $997.00 $349.00 $648.00 18 Type III-A Construction 5001 to 10000 square feet $1,765.00 $618.00 $1,147.00 19 Type III-A Construction 10001 to 15000 square feet $2,326.00 $814.00 $1,512.00 20 Each additional 1000 square feet $208.00 $73.00 $135.00 21 Type III-B Construction 0 to 5000 square feet $955.00 $334.00 $621.00 22 Type III-B Construction 5001 to 10000 square feet $1,703.00 $596.00 $1,107.00 23 Type III-B Construction 10001 to 15000 square feet $2,263.00 $792.00 $1,471.00 24 Each additional 1000 square feet $208.00 $73.00 $135.00 25 Type IV Construction 0 to 5000 square feet $955.00 $334.00 $621.00 26 Type IV Construction 5001 to 10000 square feet $1,703.00 $596.00 $1,107.00 27 Type IV Construction 10001 to 15000 square feet $2,263.00 $792.00 $1,471.00 28 Each additional 1000 square feet $208.00 $73.00 $135.00 29 Type V-A Construction 0 to 5000 square feet $893.00 $313.00 $580.00 30 Type V-A Construction 5001 to 10000 square feet $1,578.00 $552.00 $1,026.00 31 Type V-A Construction 10001 to 15000 square feet $2,139.00 $749.00 $1,390.00 32 Each additional 1000 square feet $208.00 $73.00 $135.00 33 Type V-B Construction 0 to 5000 square feet $893.00 $313.00 $580.00 34 Type V-B Construction 5001 to 10000 square feet $1,537.00 $538.00 $999.00 35 Type V-B Construction 10001 to 15000 square feet $2,118.00 $741.00 $1,377.00 36 Each additional 1000 square feet $208.00 $73.00 $135.00 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%
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.
Appendix B: p. 86
Item: 15
603
City of Lake Forest
BUILDING AND SAFETY FEES
Tenant Improvement
Current Proposed
Total Plan Check Permit Total Plan Check Permit Note Comment S-1 or S-2 - Storage, all categories Consolidate fee categories for administrative efficiency 1 Type I-A Construction 0 to 5000 square feet $841.00 $294.00 $547.00 ↓ 2 Type I-A Construction 5001 to 10000 square feet $1,246.00 $436.00 $810.00 3 Type I-A Construction 10001 to 15000 square feet $1,661.00 $581.00 $1,080.00 4 Type I-A Construction 15001 to 25000 square feet $2,388.00 $836.00 $1,552.00 5 Each additional 1000 square feet $218.00 $76.00 $142.00 6 Type I-B Construction 0 to 5000 square feet $612.00 $214.00 $398.00 7 Type I-B Construction 5001 to 10000 square feet $872.00 $305.00 $567.00 8 Type I-B Construction 10001 to 15000 square feet $1,038.00 $363.00 $675.00 9 Type I-B Construction 15001 to 25000 square feet $1,557.00 $545.00 $1,012.00 10 Each additional 1000 square feet $145.00 $51.00 $94.00 11 Type II-A Construction 0 to 5000 square feet $634.00 $222.00 $412.00 12 Type II-A Construction 5001 to 10000 square feet $914.00 $320.00 $594.00 13 Type II-A Construction 10001 to 15000 square feet $1,142.00 $400.00 $742.00 14 Type II-A Construction 15001 to 25000 square feet $1,661.00 $581.00 $1,080.00 15 Each additional 1000 square feet $145.00 $51.00 $94.00 16 Type II-B Construction 0 to 5000 square feet $612.00 $214.00 $398.00 17 Type II-B Construction 5001 to 10000 square feet $872.00 $305.00 $567.00 18 Type II-B Construction 10001 to 15000 square feet $1,038.00 $363.00 $675.00 19 Type II-B Construction 15001 to 25000 square feet $1,557.00 $545.00 $1,012.00 20 Each additional 1000 square feet $145.00 $51.00 $94.00 21 Type III-A Construction 0 to 5000 square feet $675.00 $236.00 $439.00 22 Type lll-A Construction 5001 to 10000 square feet $976.00 $342.00 $634.00 23 Type lll-A Construction 10001 to 15000 square feet $1,246.00 $436.00 $810.00 24 Type lll-A Construction 15001 to 25000 square feet $1,765.00 $618.00 $1,147.00 25 Each additional 1000 square feet $156.00 $55.00 $101.00 26 Type lll-B Construction 0 to 5000 square feet $654.00 $229.00 $425.00 $654.00 $229.00 $425.00 27 Type lll-B Construction 5001 to 10000 square feet $955.00 $334.00 $621.00 $955.00 $334.00 $621.00 28 Type III-B Construction 10001 to 15000 square feet $1,142.00 $400.00 $742.00 $1,142.00 $400.00 $742.00 29 Type lll-B Construction 15001 to 25000 square feet $1,765.00 $618.00 $1,147.00 $1,765.00 $618.00 $1,147.00 30 Each additional 1000 square feet $156.00 $55.00 $101.00 $156.00 $55.00 $101.00 31 Type lV Construction 0 to 5000 square feet $654.00 $229.00 $425.00 32 Type lV Construction 5001 to 10000 square feet $955.00 $334.00 $621.00 33 Type lV Construction 10001 to 15000 square feet $1,142.00 $400.00 $742.00 34 Type lV Construction 15001 to 25000 square feet $1,765.00 $618.00 $1,147.00 35 Each additional 1000 square feet $156.00 $55.00 $101.00 36 Type V-A Construction 0 to 5000 square feet $634.00 $222.00 $412.00 37 Type V-A Construction 5001 to 10000 square feet $914.00 $320.00 $594.00 38 Type V-A Construction 10001 to 15000 square feet $1,142.00 $400.00 $742.00 39 Type V-A Construction 15001 to 25000 square feet $1,661.00 $581.00 $1,080.00 40 Each additional 1000 square feet $145.00 $51.00 $94.00 41 Type V-B Construction 0 to 5000 square feet $612.00 $214.00 $398.00 42 Type V-B Construction 5001 to 10000 square feet $872.00 $305.00 $567.00 43 Type V-B Construction 10001 to 15000 square feet $1,038.00 $363.00 $675.00 44 Type V-B Construction 15001 to 25000 square feet $1,557.00 $545.00 $1,012.00 45 Each additional 1000 square feet $145.00 $51.00 $94.00 Fee Description
Appendix B: p. 87
Item: 15
604
City of Lake Forest
BUILDING AND SAFETY FEES
Tenant Improvement
Current Proposed
Total Plan Check Permit Total Plan Check Permit Note CommentFee Description 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.
Appendix B: p. 88
Item: 15
605
City of Lake Forest
BUILDING AND SAFETY FEES
Tenant Improvement
Current Proposed
Total Plan Check Permit Total Plan Check Permit Note Comment S-2, public garages Consolidate fee categories for administrative efficiency 1 Type I-A Construction 0 to 5000 square feet $665.00 $233.00 $432.00 ↓ 2 Type I-A Construction 5001 to 10000 square feet $1,080.00 $378.00 $702.00 3 Type I-A Construction 10001 to 15000 square feet $1,537.00 $538.00 $999.00 4 Type I-A Construction 15001 to 25000 square feet $2,243.00 $785.00 $1,458.00 5 Each additional 1000 square feet $208.00 $73.00 $135.00 6 Type I-B Construction 0 to 5000 square feet $436.00 $153.00 $283.00 $436.00 $153.00 $283.00 7 Type I-B Construction 5001 to 10000 square feet $726.00 $254.00 $472.00 $726.00 $254.00 $472.00 8 Type I-B Construction 10001 to 15000 square feet $976.00 $342.00 $634.00 $976.00 $342.00 $634.00 9 Type I-B Construction 15001 to 25000 square feet $1,474.00 $516.00 $958.00 $1,474.00 $516.00 $958.00 10 Each additional 1000 square feet $152.00 $53.00 $99.00 $152.00 $53.00 $99.00 11 Type II-A Construction 0 to 5000 square feet $540.00 $189.00 $351.00 12 Type II-A Construction 5001 to 10000 square feet $872.00 $305.00 $567.00 13 Type II-A Construction 10001 to 15000 square feet $1,225.00 $429.00 $796.00 14 Type II-A Construction 15001 to 25000 square feet $1,869.00 $654.00 $1,215.00 15 Each additional 1000 square feet $168.00 $59.00 $109.00 16 Type II-B Construction 0 to 5000 square feet $436.00 $153.00 $283.00 17 Type II-B Construction 5001 to 10000 square feet $726.00 $254.00 $472.00 18 Type II-B Construction 10001 to 15000 square feet $976.00 $342.00 $634.00 19 Type II-B Construction 15001 to 25000 square feet $1,474.00 $516.00 $958.00 20 Each additional 1000 square feet $152.00 $53.00 $99.00 21 Type lll-A Construction 0 to 5000 square feet $540.00 $189.00 $351.00 22 Type lll-A Construction 5001 to 10000 square feet $872.00 $305.00 $567.00 23 Type lll-A Construction 10001 to 15000 square feet $1,225.00 $429.00 $796.00 24 Type lll-A Construction 15001 to 25000 square feet $1,869.00 $654.00 $1,215.00 25 Each additional 1000 square feet $168.00 $59.00 $109.00 26 Type III-B Construction 0 to 5000 square feet $498.00 $174.00 $324.00 27 Type III-B Construction 5001 to 10000 square feet $809.00 $283.00 $526.00 28 Type III-B Construction 10001 to 15000 square feet $1,100.00 $385.00 $715.00 29 Type III-B Construction 15001 to 25000 square feet $1,703.00 $596.00 $1,107.00 30 Each additional 1000 square feet $164.00 $57.00 $107.00 31 Type IV Construction 0 to 5000 square feet $498.00 $174.00 $324.00 32 Type IV Construction 5001 to 10000 square feet $809.00 $283.00 $526.00 33 Type IV Construction 10001 to 15000 square feet $1,100.00 $385.00 $715.00 34 Type IV Construction 15001 to 25000 square feet $1,703.00 $596.00 $1,107.00 35 Each additional 1000 square feet $164.00 $57.00 $107.00 36 Type V-A Construction 0 to 5000 square feet $498.00 $174.00 $324.00 37 Type V-A Construction 5001 to 10000 square feet $831.00 $291.00 $540.00 38 Type V-A Construction 10001 to 15000 square feet $1,121.00 $392.00 $729.00 39 Type V-A Construction 15001 to 25000 square feet $1,745.00 $611.00 $1,134.00 40 Each additional 1000 square feet $164.00 $57.00 $107.00 41 Type V-B Construction 0 to 5000 square feet $474.00 $166.00 $308.00 42 Type V-B Construction 5001 to 10000 square feet $789.00 $276.00 $513.00 43 Type V-B Construction 10001 to 15000 square feet $1,065.00 $373.00 $692.00 44 Type V-B Construction 15001 to 25000 square feet $1,657.00 $580.00 $1,077.00 45 Each additional 1000 square feet $156.00 $55.00 $101.00 Fee Description
Appendix B: p. 89
Item: 15
606
City of Lake Forest
BUILDING AND SAFETY FEES
Tenant Improvement
Current Proposed
Total Plan Check Permit Total Plan Check Permit Note CommentFee Description 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.
Appendix B: p. 90
Item: 15
607
City of Lake Forest
BUILDING AND SAFETY FEES
Tenant Improvement
Current Proposed
Total Plan Check Permit Total Plan Check Permit Note Comment U - Utility - cell sites, miscellaneous
1 Wood frame Construction 0 to 500 square feet $103.00 $36.00 $67.00 $103.00 $36.00 $67.00 2 Wood frame Construction 501 to 5000 square feet $415.00 $145.00 $270.00 $415.00 $145.00 $270.00 3 Wood frame Construction 5001 to 10000 square ft. $665.00 $233.00 $432.00 $665.00 $233.00 $432.00 4 Wood frame Construction 10001 to 15000 square ft. $872.00 $305.00 $567.00 $872.00 $305.00 $567.00 5 Wood frame Construction 15001 to 25000 square ft. $1,308.00 $458.00 $850.00 $1,308.00 $458.00 $850.00 6 Each additional 500 square feet $139.00 $49.00 $90.00 $139.00 $49.00 $90.00 7 Masonry Construction 0 to 5000 square feet $436.00 $153.00 $283.00 $436.00 $153.00 $283.00 8 Masonry Construction 5001 to 10000 square feet $706.00 $247.00 $459.00 $706.00 $247.00 $459.00 9 Masonry Construction 10001 to 15000 square feet $976.00 $342.00 $634.00 $976.00 $342.00 $634.00 10 Masonry Construction 15001 to 25000 square feet $1,454.00 $509.00 $945.00 $1,454.00 $509.00 $945.00 11 Each additional 1000 square feet $145.00 $51.00 $94.00 $145.00 $51.00 $94.00 12 Open Carport Construction 0 to 500 square feet $62.00 $22.00 $40.00 $62.00 $22.00 $40.00 13 Open Carport Construction 501 to 5000 square feet $311.00 $109.00 $202.00 $311.00 $109.00 $202.00 14 Open Carport Construction 5001 to 10000 square ft. $498.00 $174.00 $324.00 $498.00 $174.00 $324.00 15 Open Carport Construction 10001 to 15000 square ft. $685.00 $240.00 $445.00 $685.00 $240.00 $445.00 16 Open Carport Construction 15001 to 25000 square ft. $976.00 $342.00 $634.00 $976.00 $342.00 $634.00 17 Each additional 1000 square feet $114.00 $40.00 $74.00 $114.00 $40.00 $74.00 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.
Appendix B: p. 91
Item: 15
608
City of Lake Forest
BUILDING AND SAFETY FEES
Electrical Permit Fees
Current Proposed
Total Plan Check Permit Total Plan Check Permit Note Comment Electrical Fee Schedule
1 Service meter $57.11 $19.99 $37.12 $57.11 $19.99 $37.12 2 Self-Contained Factory-Wired Appliances $36.34 $12.72 $23.62 $36.34 $12.72 $23.62 3 Radiant Ceiling Heat (per room) $25.96 $9.09 $16.87 $25.96 $9.09 $16.87 4 Fixture first 20 each $2.08 $0.73 $1.35 $2.08 $0.73 $1.35 5 Each additional $1.03 $0.36 $0.67 $1.03 $0.36 $0.67
6 Each metal vapor fixture on same pole $25.96 $9.09 $16.87 $25.96 $9.09 $16.87 7 Each additional metal fixture on same pole $1.03 $0.36 $0.67 $1.03 $0.36 $0.67 8 Power Apparatus 1 (HP- KW, KVA) $25.96 $9.09 $16.87 $25.96 $9.09 $16.87 9 2 to 10 (HP< KW, KVA) $57.11 $19.99 $37.12 $57.11 $19.99 $37.12 10 11 to 50 (HP< KW, KVA) $77.88 $27.26 $50.62 $77.88 $27.26 $50.62 11 51 to 100 (HP< KW, KVA) $134.98 $47.24 $87.74 $134.98 $47.24 $87.74 12 Above 100 (HP< KW, KVA) $155.75 $54.51 $101.24 $155.75 $54.51 $101.24 13 Outlets first 20 each $2.08 $0.73 $1.35 $2.08 $0.73 $1.35 14 Each Additional Outlet $2.08 $0.73 $1.35 $2.08 $0.73 $1.35 15 Each 5 feet of multiple outlet assembly $20.77 $7.27 $13.50 $20.77 $7.27 $13.50 16 Each multiple appliance outlet assembly $25.96 $9.09 $16.87 $25.96 $9.09 $16.87 17 Signs 1 sign and 1 transformer $51.92 $18.17 $33.75 $51.92 $18.17 $33.75 18 Each additional signs and transformer $6.23 $2.18 $4.05 $6.23 $2.18 $4.05 19 Each extra transformer, flasher or time clock $6.23 $2.18 $4.05 $6.23 $2.18 $4.05 20 Each additional sign and transformer (same lot) $51.92 $18.17 $33.75 $51.92 $18.17 $33.75 21 Additional sign & transformer moved to same new location $25.96 $9.09 $16.87 $25.96 $9.09 $16.87 22 Altering/changing letter on existing sign $46.72 $16.35 $30.37 $46.72 $16.35 $30.37 23 Converting sign or decorative outlet tubing $46.72 $16.35 $30.37 $46.72 $16.35 $30.37 24 Lamping Holding Devices First 20, each $1.57 $0.55 $1.02 $1.57 $0.55 $1.02 25 More than 200 $0.20 $0.07 $0.13 $0.20 $0.07 $0.13
26 Service and Switchboard Sections less than 600 V or A $57.11 $19.99 $37.12 $57.11 $19.99 $37.12 27 Less than 600 volts: 601 to 1000 amps $98.64 $34.52 $64.12 $98.64 $34.52 $64.12 28 Less than 600 volts: Over 1000 amps $114.22 $39.98 $74.24 $114.22 $39.98 $74.24 29 Over 600 volt rating (all amperages) $134.98 $47.24 $87.74 $134.98 $47.24 $87.74 30 Sub panel Change or Addition less than 600 V 1st Section $57.11 $19.99 $37.12 $57.11 $19.99 $37.12 31 Less than 600 volts: Each Additional Section $36.34 $12.72 $23.62 $36.34 $12.72 $23.62 32 More than 600 volts: 1st Section $134.98 $47.24 $87.74 $134.98 $47.24 $87.74 33 More than 600 volts: Each Additional Section $46.72 $16.35 $30.37 $46.72 $16.35 $30.37 34 Time Clock, Each $25.96 $9.09 $16.87 $25.96 $9.09 $16.87 35 Relocated Residential Building Electrical: Pre-lowering $57.11 $19.99 $37.12 $57.11 $19.99 $37.12 36 Building inspection, per 10 square feet $0.83 $0.29 $0.54 $0.83 $0.29 $0.54 37 Garage, carport, same lot per 100 square feet $20.77 $7.27 $13.50 $20.77 $7.27 $13.50 38 Relocated Commercial Building Pre-Lowering $57.11 $19.99 $37.12 $57.11 $19.99 $37.12 39 Building Inspection (hourly rate) hourly rate hourly rate hourly rate hourly rate hourly rate hourly rate 40 Under floor Ducts, per 100 ft. or fraction thereof $31.15 $10.90 $20.25 $31.15 $10.90 $20.25 41 Busway, for trolley & plug-in type busway each 100 ft. $46.72 $16.35 $30.37 $46.72 $16.35 $30.37 42 Annual Electrical Permit $176.52 $61.78 $114.74 $176.52 $61.78 $114.74 43 Electrical Subpanel $36.34 $12.72 $23.62 $36.34 $12.72 $23.62 Fee Description
Appendix B: p. 92
Item: 15
609
City of Lake Forest
BUILDING AND SAFETY FEES
Mechanical Permit Fees
Current Proposed
Total Plan Check Permit Total Plan Check Permit Note Comment Mechanical Fee Schedule
1 Forced air, gravity furnace with ducts & vents 100 KBTU $57.11 $19.99 $37.12 $57.11 $19.99 $37.12 2 More than 100 KBTU $98.64 $34.52 $64.12 $98.64 $34.52 $64.12 3 Evaporative cooler $41.54 $14.54 $27.00 $41.54 $14.54 $27.00 4 Ventilating fan (each) $31.15 $10.90 $20.25 $31.15 $10.90 $20.25 5 Ventilating system (each) $46.72 $16.35 $30.37 $46.72 $16.35 $30.37 6 Hood with attached fan and ducts $57.11 $19.99 $37.12 $57.11 $19.99 $37.12 7 Commercial incinerator installation or relocation $155.75 $54.51 $101.24 $155.75 $54.51 $101.24 8 Cooling/reheating coil, electric strip heater $31.15 $10.90 $20.25 $31.15 $10.90 $20.25 9 Incidental gas piping $31.15 $10.90 $20.25 $31.15 $10.90 $20.25 10 Furnace or heater-floor mounted $57.11 $19.99 $37.12 $57.11 $19.99 $37.12 11 Appliance vents $36.34 $12.72 $23.62 $36.34 $12.72 $23.62 12 Heating, refrigeration, cooling, absorption, evaporation repair $46.72 $16.35 $30.37 $46.72 $16.35 $30.37 13 Air handling unit 5000 CFM or less $46.72 $16.35 $30.37 $46.72 $16.35 $30.37 14 More than 5000 CFM $77.88 $27.26 $50.62 $77.88 $27.26 $50.62 15 Boiler, compressor, absorption system 5 HP, 100KBTU $77.88 $27.26 $50.62 $77.88 $27.26 $50.62 16 More than 5 HP or 100 KBTU $134.98 $47.24 $87.74 $134.98 $47.24 $87.74 17 Air conditioning or heating pups 5 tons/HP $77.88 $27.26 $50.62 $77.88 $27.26 $50.62 18 Over 5 tons/HP $134.98 $47.24 $87.74 $134.98 $47.24 $87.74 19 Non Listed, Regulated Appliance $41.54 $14.54 $27.00 $41.54 $14.54 $27.00 Fee Description
Appendix B: p. 93
Item: 15
610
City of Lake Forest
BUILDING AND SAFETY FEES
Plumbing Permit Fees
Current Proposed
Total Plan Check Permit Total Plan Check Permit Note Comment Plumbing Fee Schedule
1 Gas Piping system 1-5 Outlets each plumbing fixture $31.25 $11.00 $20.25 $31.25 $11.00 $20.25 2 Each additional outlet $20.75 $7.25 $13.50 $20.75 $7.25 $13.50 3 Each building sewer, seepage pit, septic tank, sewer cap $57.00 $20.00 $37.00 $57.00 $20.00 $37.00 4 Private sewer disposal system $98.50 $34.50 $64.00 $98.50 $34.50 $64.00 5 Vacuum breaker, backflow, fixture on tank 1-5 device $31.25 $11.00 $20.25 $31.25 $11.00 $20.25 6 Each additional device $3.00 $1.00 $2.00 $3.00 $1.00 $2.00 7 Yard water dist system, gas system, yard collector (water & gas)
$62.25 $21.75 $40.50 $62.25 $21.75 $40.50
8 Gas regulator each $20.75 $7.25 $13.50 $20.75 $7.25 $13.50 9 Temporary gas service $77.75 $27.25 $50.50 $77.75 $27.25 $50.50 10 Temp work w/gas service residential $77.75 $27.25 $50.50 $77.75 $27.25 $50.50 11 Temp work w/gas service commercial $98.50 $34.50 $64.00 $98.50 $34.50 $64.00 12 Repipe $145.00 $145.00
Fee Description
Appendix B: p. 94
Item: 15
611
City of Lake Forest
BUILDING AND SAFETY FEES
Grading Fees
Current Proposed
Total Plan Check Permit Total Plan Check Permit Note Comment Grading Fee Schedule
1 Preliminary/Rough Grading cost per acre up to 20 acres $602.00 $211.00 $391.00 $602.00 $211.00 $391.00 2 Cost per acre over 20 acres $768.00 $269.00 $499.00 $768.00 $269.00 $499.00 3 Precise Grading cost per acre up to 20 acres $2,700.00 $945.00 $1,755.00 $2,700.00 $945.00 $1,755.00 4 Cost per acre over 20 acres $3,634.00 $1,272.00 $2,362.00 $3,634.00 $1,272.00 $2,362.00 5 Site Electrical Underground $145.00 $51.00 $94.00 $145.00 $51.00 $94.00 6 Site Plumbing Underground $145.00 $51.00 $94.00 $145.00 $51.00 $94.00 7 Site Mechanical Underground $145.00 $51.00 $94.00 $145.00 $51.00 $94.00 8 Site Accessibility $145.00 $51.00 $94.00 $145.00 $51.00 $94.00 9 Reinspection $208.00 $73.00 $135.00 $208.00 $73.00 $135.00 Fee Description
Appendix B: p. 95
Item: 15
612
City of Lake Forest
BUILDING AND SAFETY FEES
Miscellaneous Fees
Current Proposed
Total Plan Check Permit Total Plan Check Permit Note Comment Plan Review: Accessibility, Energy
1 Accessibility Plan Review $145.00 $145.00
2 Energy Plan Review New Residential Building Self-Contained $145.00 $145.00 3 Energy Plan Review New Nonresidential Building $197.00 $197.00 4 Energy Plan Review Residential Room Addition $125.00 $125.00 5 Energy Plan Review Tenant Improvement $166.00 $166.00 6 Energy Plan Review Electrical $145.00 $145.00
7 Energy Plan Review Plumbing $145.00 $145.00
8 Energy Plan Review Mechanical $145.00 $145.00
Other Fees
1 Permit Issuance Fee (Applies to All Permits) $31.00 $31.00 2 Appeal Board Application $145 per hour
with $700 deposit
$145 per hour
with $700 deposit
3 Awning/Canopy (Supported by Building) $291.00 $102.00 $189.00 $291.00 $102.00 $189.00 4 Balcony/Deck - Addition/Repair (Residential) $436.00 $153.00 $283.00 $436.00 $153.00 $283.00 5 Carport
a) First $363.00 $127.00 $236.00 $363.00 $127.00 $236.00 b) Each Additional $182.00 $64.00 $118.00 $182.00 $64.00 $118.00 6 Certificate of Occupancy
a) Temporary Certificate of Occupancy (per 30 Days) $254.00 $254.00 b) Certificate of Occupancy $145.00 $145.00
7 Change of Contractor $109.00 $109.00
8 Commercial Miscellaneous Structures (e.g. Flagpoles, Spray Booths, Tanks, Equipment Foundations, Fountain Structures, Trash Enclosures, etc.)
$582.00 $204.00 $378.00 $582.00 $204.00 $378.00
9 Fences
a) Six to eight feet in height
i) First 100 linear feet $327.00 $114.00 $213.00 $327.00 $114.00 $213.00 ii) Each additional 100 linear feet, or fraction thereof $37.00 $13.00 $24.00 $37.00 $13.00 $24.00 b) Over eight feet in height
i) First 100 linear feet $654.00 $229.00 $425.00 $654.00 $229.00 $425.00 ii) Each additional 100 linear feet, or fraction thereof $72.00 $25.00 $47.00 $72.00 $25.00 $47.00 10 Fireplace $472.00 $165.00 $307.00 $472.00 $165.00 $307.00 11 Geotechnical Engineering T&M, plus 15%
admin fee
T&M, plus 15%
admin fee
T&M, plus 15%
admin fee
T&M, plus 15%
admin fee
T&M, plus 15%
admin fee
T&M, plus 15%
admin fee
12 Patio Covers
a) 0 to 200 square feet $218.00 $76.00 $142.00 $218.00 $76.00 $142.00 b) 201 square feet and larger $363.00 $127.00 $236.00 $363.00 $127.00 $236.00 13 Parking Lots - Restriping / Resurfacing (per hour) $145.00 $145.00 14 Partition $291.00 $102.00 $189.00 $291.00 $102.00 $189.00 15 Pool / Spa
a) Swimming Pool / Spa $872.00 $305.00 $567.00 $872.00 $305.00 $567.00 b) Detached Spa / Water Feature $291.00 $102.00 $189.00 $291.00 $102.00 $189.00 c) Gunite Alteration $436.00 $153.00 $283.00 $436.00 $153.00 $283.00 d) Equipment Change-out Alone $218.00 $76.00 $142.00 $218.00 $76.00 $142.00 Fee Description
Appendix B: p. 96
Item: 15
613
City of Lake Forest
BUILDING AND SAFETY FEES
Miscellaneous Fees
Current Proposed
Total Plan Check Permit Total Plan Check Permit Note CommentFee Description 16 Re-Roof
a) Residential, without calculations
i) Up to 2,000 square feet $218.00 $76.00 $142.00 $218.00 $76.00 $142.00 ii) Each additional 1,000 square feet or fraction thereof $72.00 $25.00 $47.00 $72.00 $25.00 $47.00 b) Residential, with calculations
i) Up to 2,000 square feet $363.00 $127.00 $236.00 $363.00 $127.00 $236.00 ii) Each additional 1,000 square feet or fraction thereof $70.00 $24.50 $45.50 $70.00 $24.50 $45.50 c) Commercial, without calculations
i) First square $218.00 $76.00 $142.00 $218.00 $76.00 $142.00 ii) Each additional square $24.00 $8.00 $16.00 $24.00 $8.00 $16.00 d) Commercial, with calculations
i) First square $363.00 $127.00 $236.00 $363.00 $127.00 $236.00 ii) Each additional square $37.00 $13.00 $24.00 $37.00 $13.00 $24.00 17 Retaining Wall 3 to 6 feet high
a) First 400 square feet $327.00 $114.00 $213.00 $327.00 $114.00 $213.00 b) Each additional 400 square feet, or fraction thereof $37.00 $13.00 $24.00 $37.00 $13.00 $24.00 18 Retaining wall more than 6 feet high (per 400 square feet) a) First 400 square feet $654.00 $229.00 $425.00 $654.00 $229.00 $425.00 b) Each additional 400 square feet, or fraction thereof $72.00 $25.00 $47.00 $72.00 $25.00 $47.00 19 Seismic Reinforcement 25% of Tenant
Improvement Fees
25% of Tenant
Improvement Fees
25% of Tenant
Improvement Fees
25% of Tenant
Improvement Fees
25% of Tenant
Improvement Fees
25% of Tenant
Improvement Fees
20 Signs (per sign) $145.00 $51.00 $94.00 $145.00 $51.00 $94.00 21 Skylights, Windows, Doors
a) Each Residential Job $182.00 $64.00 $118.00 $182.00 $64.00 $118.00 b) Each Commercial Job $327.00 $114.00 $213.00 $327.00 $114.00 $213.00 22 Slab Only 100% of PC;
25% of Permit
100% of
Applicable Fee
25% of Applicable
Fee
100% of PC;
25% of Permit
100% of
Applicable Fee
25% of Applicable
Fee
23 Solar
a) Residential Systems (Expedited Process) $254.00 $89.00 $165.00 $254.00 $89.00 $165.00 [a] b) Residential Systems (All Others) - See note for > 15kW or 10kWth
$436.00 $153.00 $283.00 $436.00 $153.00 $283.00 [a]
c) Commercial Systems - See note for > 50kW or 30kWth $1,000.00 $350.00 $650.00 $1,000.00 $350.00 $650.00 [b] 24 Storage Racks (Commercial)
a) First 100 linear feet $436.00 $153.00 $283.00 $436.00 $153.00 $283.00 b) Each additional 100 linear feet $24.00 $8.00 $16.00 $24.00 $8.00 $16.00 25 Stucco Application
a) First 500 square feet $291.00 $102.00 $189.00 $291.00 $102.00 $189.00 b) Each additional 500 square feet $37.00 $13.00 $24.00 $37.00 $13.00 $24.00 26 Temporary Trailer $145.00 $145.00
27 Water Heater Change-Out $83.00 $29.00 $54.00 $83.00 $29.00 $54.00 Appendix B: p. 97
Item: 15
614
City of Lake Forest
BUILDING AND SAFETY FEES
Miscellaneous Fees
Current Proposed
Total Plan Check Permit Total Plan Check Permit Note CommentFee Description 28 Other Fees and Charges
a) Miscellaneous Plan Check (per hour) $145.00 $145.00
b) Miscellaneous Inspection (per hour) $145.00 $145.00
c) Re-Inspection, Missed Inspection (each) $145.00 $145.00 [c] d) Phased Inspection (each) $73.00 $73.00 [d]
e) After Hours Inspection (per hour; 4-hour minimum) $182.00 $182.00 f) Preliminary Plan Review (per hour) $145.00 $145.00
g) Excess Plan Review (per hour) $145.00 $145.00 [e]
h) Plan Check Revisions (per hour) $145.00 $145.00
29 Credit Card Transaction Fee 3% - Direct pass-
through to vendor
3% - Direct pass-
through to vendor
30 Work Without a Permit or Work Beyond Scope of Permit 2x Permit Fee 2x Permit Fee [c] Re-inspection fee applies after 2nd re-inspection (i.e. applicable at 3rd re-inspection). [d] Fee is per phased inspection. Fee is in addition to base applicable permit and plan check fees. [e] Excess plan review fee applies after 3rd review (i.e. applicable at 4th plan review). [a] California Government Code Section 66015(a)(1), establishes maximum fees for residential solar energy systems. For photovoltaic systems, fees shall not exceed $450. Fees in excess of these amounts require written findings and resolution or ordinance.
[b] California Government Code Section 66015(b)(1), establishes maximum fees for commercial solar energy systems. Fees shall not exceed $1,000 for systems up plus $7 per kWth for each kWth between the 30th and 260th kWth, plus $5 for each kWth above 260kWth. Fees in excess of these amounts require written findings and resolution or ordinance.
Appendix B: p. 98
Item: 15
615
ATTACHMENT 2
Item: 15
616
RESOLUTION NO. 2024-
A RESOLUTION OF THE CITY COUNCIL OF THE
CITY OF LAKE FOREST, CALIFORNIA,
ESTABLISHING UPDATED FEES AND CHARGES
FOR VARIOUS MUNICIPAL SERVICES
WHEREAS, under the police power granted by Article XI, Section 7 of the California Constitution, cities may impose fees, charges and rates for certain municipal services; and
WHEREAS, it is the intention of the City Council that these fees, charges, and deposits shall cover up to, but not exceed, the estimated reasonable cost of providing the service for which the fee is charged; and
WHEREAS, based upon the evidence provided, the City Council hereby determines the fees established in Exhibit "A", attached hereto and incorporated herein reasonably cover, but do not exceed, the reasonable cost of providing the service for which the fee is charged; and
NOW, THEREFORE, THE CITY COUNCIL OF THE CITY OF LAKE FOREST,
CALIFORNIA, DOES HEREBY RESOLVE, DETERMINE, FIND AND ORDER AS FOLLOWS:
SECTION 1. The Recitals provided above are true and correct and are hereby incorporated into this Resolution.
SECTION 2. The schedule of fees attached to this Resolution as Exhibit "A", which is incorporated herein by reference, is hereby approved and adopted. Pursuant to Lake Forest Municipal Code Section 3.03.030, a supermajority, or four-fifths of the City Council have approved the adoption, establishment, or increase of fees provided in Exhibit "A". Upon adoption of this Resolution, development related fee changes shall take effect on July 8, 2024, and all other fees or fines adopted shall take effect on July 1, 2024.
SECTION 3. The updated fees shall be incorporated into the City’s existing Master Fee Schedule. Incorporating these fees into the fee schedule will allow for the fees to be considered with future comprehensive user and regulatory fee updates. The City’s existing master fee schedule is amended as expressly provided by this resolution but shall otherwise remain in effect.
SECTION 4. The documents and materials associated with this Resolution that constitute the record of proceedings on which these findings are based are located at Lake Forest City Hall, 100 Civic Center Drive, Lake Forest, California 92630. The City Item: 15
617
Clerk is the custodian of the record of proceedings.
SECTION 5. The City Clerk shall attest as to the adoption and execution of this Resolution and cause the same to be maintained in the permanent records of the City.
PASSED, APPROVED AND ADOPTED this 7th day of May 2024.
AT
TEST:
MARK TETTEMER
MAYOR
LISA BERGLUND CITY
CLERK
APPROVED AS TO FORM:
MATTHEW RICHARDSON
CITY ATTORNEY
Item: 15
618
COUNTY OF ORANGE ) SS
CITY OF LAKE FOREST )
I, Lisa Berglund, City Clerk of the City of Lake Forest, California, do hereby certify that the foregoing Resolution No. 2024- was duly passed and adopted at a regular meeting of the Lake Forest City Council on the 7th day of May 2024, by the following vote, to wit:
AYES: COUNCIL MEMBERS:
NOES: COUNCIL MEMBERS:
ABSTAIN: COUNCIL MEMBERS:
ABSENT: COUNCIL MEMBERS:
LISA BERGLUND
CITY CLERK
STATE OF CALIFORNIA )
Item: 15
619
Ex
hibit A
Item: 15
620
Services / Activities / Subject Matter Page
PLANNING FEES 2
ENGINEERING FEES 6
BUILDING AND SAFETY FEES 7
COMMUNITY PRESERVATION FEES 22
RECREATION FEES 23
SKATE PARK RENTAL FEES 27
SPORTS PARK ROOM RENTAL FEES 28
COMMUNITY CENTER RENTAL FEES 29
PERFORMING ARTS HALL RENTAL FEES 30
CLUBHOUSE RENTAL FEES 31
LIABILITY INSURANCE REVIEW/PURCHASE FEES 32
PARKING PERMIT FEES 33
ELECTRIC VEHICLE CHARGING STATION FEES 34
ADMINISTRATIVE FEES 35
FINANCE FEES 36
VEHICLE IMPOUND/RELEASE AND POLICE/SHERIFF FALSE ALARM RESPONSE FEE 37 City of Lake Forest
Master Fee Schedule
1 Item: 15
621
City of Lake Forest
PLANNING FEES
Fee Charge Basis Note
1 Accessory Dwelling Unit (ADU) Permits $665 Fixed Fee 2 Address Assignment / Address Change
a) Single Address - Change of Address / Address Assignment $285 Fixed Fee b) Multiple Addresses - Change of Addresses / New Assignment $3,000 Deposit c) Street Name Assignment $3,000 Deposit
3 Adult Business License
a) Adult Business License $1,900 Fixed Fee
b) Performer License $190 Fixed Fee
4 Appeal
a) Appeal to Planning Commission $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
Fixed Fee, plus pass-
through
[a]
5 Area Plan $12,000 Deposit
6 Changed Plan
a) Administrative Review $950 Fixed Fee
b) Planning Commission Review $3,000 Deposit
7 Cyber Café License Fee $380 Fixed Fee
8 Determination of Public Convenience or Necessity $3,000 Deposit 9 Development Agreement $12,000 Deposit
10 Donation Collection Box (DCB) Permit
a) Permit Application $380 Fixed Fee
b) Permit Renewal $190 Fixed Fee
11 Entertainment Permit
a) Entertainment Permit $380 Fixed Fee
b) Entertainment Permit - Renewal $380 Fixed Fee
12 Environmental Review (Initial Study/Neg Dec./EIR, etc.) Deposit TBD T&M plus 15%
admin fee
Deposit
13 Eucalyptus Tree Cutting Permit $0 (No Charge) No charge Activity Description
2 Item: 15
622
City of Lake Forest
PLANNING FEES
Fee Charge Basis NoteActivity Description
14 Feature Plan $12,000 Deposit
15 General Plan Amendment $12,000 Deposit
16 Noise Standard Deviation Application Review $760 Fixed Fee 17 Orange County Fire Authority Permit Administrative Fee $48 Fixed Fee 18 Outdoor Vending Permit
a) Initial $760 Fixed Fee
b) Renewal $285 Fixed Fee
19 Peer-Reviewed Technical Studies Deposit TBD
T&M plus 15%
admin fee
Deposit
20 Planned Sign Program
a) Planned Sign Program (Administrative Review) $540 Deposit b) Planned Sign Program (Planning Commission Review) $3,000 Deposit 21 Pre-Application $3,000 Deposit
22 Project Consultation (Prior to Application Submittal) (For consultations exceeding two hours)
$600 Deposit [b]
23 Review of By-Right Multi-family Residential Project $3,000 Deposit [c] 24 Single Season Sales (e.g. Agricultural, Seasonal Event, etc.) a) Agricultural Sales $190 Fixed Fee
b) Other Seasonal Events (e.g. Christmas Tree, Pumpkin) $190 Fixed Fee 25 Site Development Permit
a) Administrative Review $3,000 Deposit [d]
b) Planning Commission Review $6,000 Deposit [d]
c) Not Exempt from CEQA $12,000 Deposit [d]
26 Special Event Permit Application Review $475 Fixed Fee 27 Specific Plan $12,000 Deposit
28 Temporary Outdoor Promotion Permit Application Review $190 Fixed Fee 3 Item: 15
623
City of Lake Forest
PLANNING FEES
Fee Charge Basis NoteActivity Description
29 Temporary Promotional Wall Banner Permit
a) Non-Commercial $0 (No Charge) Fixed Fee
b) Commercial $95 Fixed Fee
30 Tentative Map
a) Tentative Parcel Map (TPM) $9,000 Deposit
b) Tentative Tract Map (TTM) $12,000 Deposit
c) Revised TPM / TTM $6,000 Deposit
31 Use Permit
a) Minor $3,000 Deposit
b) Major $6,000 Deposit
c) Not Exempt from CEQA $12,000 Deposit
32 Variance $6,000 Deposit
33 Wireless Communication Facilities (WCF) Permit (per WCF) $950 Fixed Fee 34 Zone Change $12,000 Deposit
35 Zoning/Property Information Letter
a) Zoning/Property Information Letter - Basic $333 Fixed Fee [e] b) Zoning/Property Information Letter - Comprehensive $750 Deposit 36 Credit Card Transaction Fee 3% - Direct pass-
through to vendor
Fixed Fee
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) $190 per hour b) Engineering/Inspection In-House Development Review $183 per hour c) Building and Safety Program Development Review $145 per hour d) City Clerk Program Development Review $158 per hour e) City Manager Program Development Review $178 per hour f) Community Services Support Development Review $211 per hour g) Finance Development Review Support $121 per hour
h) IT / GIS Development Review Support $121 per hour
i) Community Preservation Development Review Support $126 per hour j) Police / Law Enforcement Development Review Support $138 per hour [f] k) Contract Service Support (e.g. Attorney, Contract Engineering, etc.) T&M plus 15% administrative fee
per hour
4 Item: 15
624
City of Lake Forest
PLANNING FEES
Fee Charge Basis NoteActivity Description
[c] Requires review of Objective Design Standards, Affordability Covenant, Applicable State Codes/Laws. [d] As determined by the Director of Development Services. [e] Requests for basic property information include up to 1.75 hours of staff time. [f] Or pass-through of Orange County Sheriff Department hourly billing rate for staff support. [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.
Full Cost Deposits for Multiple Applications
When more than one Full Cost application is submitted, the sum total of the initial full cost deposit amount can be reduced by 25%.
[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.).
5 Item: 15
625
City of Lake Forest
ENGINEERING FEES
Fee Charge Basis Note
1 Map Checking $5,000 Deposit
2 Lot Line Adjustments $5,000 Deposit
3 Improvement Plan Check and Inspection $5,000 Deposit 4 Grading Plan Check and Inspection $5,000 Deposit
5 Encroachment Permit Inspection (Annual) $5,000 Deposit 6 Easement Plan Check $5,000 Deposit
7 Water Quality Management Plan $5,000 Deposit
8 General Encroachment Permit
(for Work Expected to Last No More Than Two Days)
[a]
a) Base Fee - Up to Two Days $641 Fixed Fee
b) Each Additional Day $275 Fixed Fee
9 General Encroachment Permit
(for Work Expected to Last More Than Two Days)
$825 Deposit [a]
10 Encroachment Permit - Minor Traffic Control Review
(per page; per sheet)
a) 1st page; 1st sheet $190 Fixed Fee
b) Each Additional page/sheet $95 Fixed Fee
11 Retroactive Permit for Front Yard Improvements In City Right-of-Way (behind sidewalk)
$0 (No Charge) No charge [b]
12 Construction and Demolition Materials Management Plan - Application Plan Review and Deposit Administration Fee
$137 plus Deposit Fixed Fee plus Deposit
13 Sidewalk Vending Permit
a) Initial $183 Fixed Fee
b) Renewal $92 Fixed Fee
14 Transportation Permit
a) Single Trip $16 Fixed Fee [c]
b) Annual $90 Fixed Fee [c]
15 Expand the Forest $125 Fixed Fee [d]
16 Credit Card Transaction Fee 3% - Direct pass-
through to vendor
Fixed Fee
17 Work Without a Permit or Work Beyond Scope of Permit 2x Permit Fee Fixed Fee 18 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 $183 per hour b) Contract Service Support (e.g. Attorney, Contract Engineering, etc.) 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.
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.
[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.[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.
6 Item: 15
626
City of Lake Forest
BUILDING AND SAFETY FEES
New Construction - New Shell or New Building with Inside Improvement Total Plan Check Permit Note
Assembly - Restaurants, Bars, Nightclubs
1 Construction 0 to 5000 square feet $5,295.00 $1,853.00 $3,442.00 2 Construction 5001 to 10000 square feet $9,449.00 $3,307.00 $6,142.00 3 Each additional 1000 square feet $1,454.00 $509.00 $945.00 Assembly - All Other
4 Construction 0 to 5000 square feet $4,465.00 $1,563.00 $2,902.00 5 Construction 5001 to 10000 square feet $7,788.00 $2,726.00 $5,062.00 6 Construction 10001 to 15000 square feet $10,695.00 $3,743.00 $6,952.00 7 Construction 15001 to 25000 square feet $14,640.00 $5,124.00 $9,516.00 8 Each additional 1000 square feet $1,038.00 $363.00 $675.00 B - Business
9 Construction 0 to 5000 square feet $5,192.00 $1,817.00 $3,375.00 10 Construction 5001 to 10000 square feet $9,345.00 $3,271.00 $6,074.00 11 Construction 10001 to 15000 square feet $12,045.00 $4,216.00 $7,829.00 12 Construction 15001 to 25000 square $16,509.00 $5,778.00 $10,731.00 13 Each additional 1000 square feet $934.00 $327.00 $607.00 E, Business - Educational, Schools
14 Construction 0 to 5000 square feet $4,465.00 $1,563.00 $2,902.00 15 Construction 5001 to 10000 square feet $7,788.00 $2,726.00 $5,062.00 16 Construction 10001 to 15000 square feet $10,695.00 $3,743.00 $6,952.00 17 Construction 15001 to 25000 square $14,640.00 $5,124.00 $9,516.00 18 Each additional 1000 square feet $1,038.00 $363.00 $675.00 F-1, F-2, H-1 thru 4, factory & industrial, hazard
19 Construction 0 to 5000 square feet $2,700.00 $945.00 $1,755.00 20 Construction 5001 to 10000 square feet $4,361.00 $1,526.00 $2,835.00 21 Construction 10001 to 15000 square feet $5,918.00 $2,071.00 $3,847.00 22 Construction 15001 to 25000 square $9,137.00 $3,198.00 $5,939.00 23 Each additional 1000 square feet $841.00 $294.00 $547.00 H-5, HPM
24 Construction 0 to 5000 square feet $5,400.00 $1,890.00 $3,510.00 25 Construction 5001 to 10000 square feet $9,657.00 $3,380.00 $6,277.00 26 Construction 10001 to 15000 square ft. $12,252.00 $4,288.00 $7,964.00 27 Construction 15001 to 25000 square ft. $16,821.00 $5,887.00 $10,934.00 28 Each additional 1000 square feet $934.00 $327.00 $607.00 I-1, I-2 - Institutional, convalescent hospitals, nursing home 29 Construction 0 to 5000 square feet $5,400.00 $1,890.00 $3,510.00 30 Construction 5001 to 10000 square feet $9,657.00 $3,380.00 $6,277.00 31 Construction 10001 to 15000 square ft. $12,252.00 $4,288.00 $7,964.00 32 Construction 15001 to 25000 square ft. $16,821.00 $5,887.00 $10,934.00 33 Each additional 1000 square feet $934.00 $327.00 $607.00 Fee Description
7 Item: 15
627
City of Lake Forest
BUILDING AND SAFETY FEES
New Construction - New Shell or New Building with Inside Improvement Total Plan Check Permit NoteFee Description
I-2, I-3, Institutional, hospital, restrained
34 Construction 0 to 5000 square feet $7,060.00 $2,471.00 $4,589.00 35 Construction 5001 to 10000 square feet $11,734.00 $4,107.00 $7,627.00 36 Construction 10001 to 15000 square feet $15,263.00 $5,342.00 $9,921.00 37 Construction 15001 to 25000 square feet $20,248.00 $7,087.00 $13,161.00 38 Each additional 1000 square feet $851.00 $298.00 $553.00 I-4, R-4, Institutional, day care facilities, assisted living facilities 39 Construction 0 to 5000 square feet $4,672.00 $1,635.00 $3,037.00 40 Construction 5001 to 10000 square feet $8,203.00 $2,871.00 $5,332.00 41 Construction 10001 to 15000 square feet $11,006.00 $3,852.00 $7,154.00 42 Construction 15001 to 25000 square $15,263.00 $5,342.00 $9,921.00 43 Each additional 1000 square feet $934.00 $327.00 $607.00 Mercantile
44 Construction 0 to 5000 square feet $3,634.00 $1,272.00 $2,362.00 45 Construction 5001 to 10000 square feet $6,229.00 $2,180.00 $4,049.00 46 Construction 10001 to 15000 square feet $8,826.00 $3,089.00 $5,737.00 47 Each additional 1000 square feet $1,038.00 $363.00 $675.00 R-1 Residential, Hotels
48 Construction 0 to 5000 square feet $4,777.00 $1,672.00 $3,105.00 49 Construction 5001 to 10000 square feet $8,514.00 $2,980.00 $5,534.00 50 Construction 10001 to 15000 square feet $11,318.00 $3,961.00 $7,357.00 51 Each additional 1000 square feet $1,038.00 $363.00 $675.00 R-2 - Multiple Family
52 Construction 0 to 5000 square feet $4,672.00 $1,635.00 $3,037.00 53 Construction 5001 to 10000 square feet $8,306.00 $2,907.00 $5,399.00 54 Construction 10001 to 15000 square feet $11,111.00 $3,889.00 $7,222.00 55 Construction 15001 to 25000 square feet $15,368.00 $5,379.00 $9,989.00 56 Each additional 1000 square feet $1,142.00 $535.00 $607.00 8 Item: 15
628
City of Lake Forest
BUILDING AND SAFETY FEES
New Construction - New Shell or New Building with Inside Improvement Total Plan Check Permit NoteFee Description
R-3 Residential, One & Two Family - Dwellings (New or Additions) 57 Masonry 0 to 2000 square feet $2,803.00 $981.00 $1,822.00 58 Each additional 1000 square feet $1,557.00 $545.00 $1,012.00 59 Wood Frame 0 to 100 square feet (for lofts) $343.00 $120.00 $223.00 60 Wood Frame 101 to 500 square feet (for lofts) $685.00 $240.00 $445.00 61 Wood Frame 501 to 1000 square feet (for lofts) $1,038.00 $363.00 $675.00 62 Wood Frame 1001 to 2000 square feet (for lofts) $2,077.00 $727.00 $1,350.00 63 Each additional 1000 square feet (for lofts) $1,142.00 $400.00 $742.00 64 Wood Frame 0 to 100 square feet $436.00 $153.00 $283.00 65 Wood Frame 101 to 500 square feet $893.00 $313.00 $580.00 66 Wood Frame 501 to 1000 square feet $1,349.00 $472.00 $877.00 67 Wood Frame 1001 to 2000 square feet $2,596.00 $909.00 $1,687.00 68 Each additional 1000 square feet $1,454.00 $509.00 $945.00 69 Basement - Semi-Finished $1,038.00 $363.00 $675.00
70 Basement - Unfinished $924.00 $323.00 $601.00
S-1 or S-2 - Storage - Moderate/Low Hazard
71 Construction 0 to 5000 square feet $2,388.00 $836.00 $1,552.00 72 Construction 5001 to 10000 square feet $3,946.00 $1,381.00 $2,565.00 73 Construction 10001 to 15000 square feet $5,295.00 $1,853.00 $3,442.00 74 Construction 15001 to 25000 square feet $7,995.00 $2,798.00 $5,197.00 75 Each additional 1000 square feet $789.00 $276.00 $513.00 S-2, public garages
76 Construction 0 to 5000 square feet $2,180.00 $763.00 $1,417.00 77 Construction 5001 to 10000 square feet $3,634.00 $1,272.00 $2,362.00 78 Construction 10001 to 15000 square feet $4,880.00 $1,708.00 $3,172.00 79 Construction 15001 to 25000 square feet $7,372.00 $2,580.00 $4,792.00 80 Each additional 1000 square feet $758.00 $265.00 $493.00 9 Item: 15
629
City of Lake Forest
BUILDING AND SAFETY FEES
New Construction - New Shell or New Building with Inside Improvement Total Plan Check Permit NoteFee Description
U - Utility - cell sites, miscellaneous
81 Wood frame Construction 0 to 500 square feet $519.00 $182.00 $337.00 82 Wood frame Construction 501 to 5000 square feet $2,077.00 $727.00 $1,350.00 83 Wood frame Construction 5001 to 10000 square ft. $3,323.00 $1,163.00 $2,160.00 84 Wood frame Construction 10001 to 15000 square ft. $4,361.00 $1,526.00 $2,835.00 85 Wood frame Construction 15001 to 25000 square ft. $6,542.00 $2,290.00 $4,252.00 86 Each additional 500 square feet $695.00 $243.00 $452.00 87 Masonry Construction 0 to 5000 square feet $2,180.00 $763.00 $1,417.00 88 Masonry Construction 5001 to 10000 square feet $3,531.00 $1,236.00 $2,295.00 89 Masonry Construction 10001 to 15000 square feet $4,880.00 $1,708.00 $3,172.00 90 Masonry Construction 15001 to 25000 square feet $7,268.00 $2,544.00 $4,724.00 91 Each additional 1000 square feet $726.00 $254.00 $472.00 92 Open Carport Construction 0 to 500 square feet $311.00 $109.00 $202.00 93 Open Carport Construction 501 to 5000 square feet $1,557.00 $545.00 $1,012.00 94 Open Carport Construction 5001 to 10000 square ft. $2,492.00 $872.00 $1,620.00 95 Open Carport Construction 10001 to 15000 square ft. $3,426.00 $1,199.00 $2,227.00 96 Open Carport Construction 15001 to 25000 square ft. $4,880.00 $1,708.00 $3,172.00 97 Each additional 1000 square feet $571.00 $200.00 $371.00 98 For Permits Requiring Plumbing, Electric, or Mechanical Review the following percentages shall be added to base fees:* a) Plumbing Fees 12% 12% 12%
b) Electrical Fees 12% 12% 12%
c) Mechanical Fees 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.
10 Item: 15
630
City of Lake Forest
BUILDING AND SAFETY FEES
Additional Fee for Air-Conditioning
Total Plan Check Permit Note
Additional Fee for Air-Conditioning
1 Commercial Construction 0 to 5000 square feet $643.00 $225.00 $418.00 2 Commercial Construction 5001 to 10000 square feet $914.00 $320.00 $594.00 3 Commercial Construction 10001 to 15000 square feet $1,142.00 $400.00 $742.00 4 Commercial Construction 15001 to 25000 square feet $1,661.00 $581.00 $1,080.00 5 Each additional 500 square feet $218.00 $76.00 $142.00 6 Residential Construction any size $592.00 $207.00 $385.00 Fee Description
11 Item: 15
631
City of Lake Forest
BUILDING AND SAFETY FEES
Tenant Improvement
Total Plan Check Permit Note
A-Assembly, all categories
1 Construction 0 to 5000 square feet $1,142.00 $400.00 $742.00 2 Construction 5001 to 10000 square feet $1,972.00 $690.00 $1,282.00 3 Construction 10001 to 15000 square feet $2,492.00 $872.00 $1,620.00 4 Each additional 1000 square feet $218.00 $76.00 $142.00 B-Business, all categories
5 Construction 0 to 5000 square feet $986.00 $345.00 $641.00 6 Construction 5001 to 10000 square feet $1,557.00 $545.00 $1,012.00 7 Construction 10001 to 15000 square feet $2,180.00 $763.00 $1,417.00 8 Construction 15001 to 25000 square feet $2,908.00 $1,018.00 $1,890.00 9 Each additional 1000 square feet $218.00 $76.00 $142.00 E-Educational
10 Construction 0 to 5000 square feet $934.00 $327.00 $607.00 11 Construction 5001 to 10000 square feet $1,454.00 $509.00 $945.00 12 Construction 10001 to 15000 square feet $2,077.00 $727.00 $1,350.00 13 Construction 15001 to 25000 square feet $2,803.00 $981.00 $1,822.00 14 Each additional 1000 square feet $218.00 $76.00 $142.00 F-1, F-2, H-1 thru 4, factory & industrial, hazard
15 Construction 0 to 5000 square feet $540.00 $189.00 $351.00 16 Construction 5001 to 10000 square feet $872.00 $305.00 $567.00 17 Construction 10001 to 15000 square feet $1,183.00 $414.00 $769.00 18 Construction 15001 to 25000 square feet $1,828.00 $640.00 $1,188.00 19 Each additional 1000 square feet $168.00 $59.00 $109.00 H-5, HPM
20 Construction 0 to 5000 square feet $1,080.00 $378.00 $702.00 21 Construction 5001 to 10000 square feet $1,931.00 $676.00 $1,255.00 22 Construction 10001 to 15000 square ft. $2,451.00 $858.00 $1,593.00 23 Construction 15001 to 25000 square ft. $3,364.00 $1,177.00 $2,187.00 24 Each additional 1000 square feet $186.00 $65.00 $121.00 I-1, I-2 - Institutional, convalescent hospitals, nursing home I-4, R-4, Institutional, day care facilities, assisted living facilities25 Construction 0 to 5000 square feet $1,080.00 $378.00 $702.00 26 Construction 5001 to 10000 square feet $1,931.00 $676.00 $1,255.00 27 Construction 10001 to 15000 square ft. $2,451.00 $858.00 $1,593.00 28 Construction 15001 to 25000 square ft. $3,364.00 $1,177.00 $2,187.00 29 Each additional 1000 square feet $186.00 $65.00 $121.00 Fee Description
12 Item: 15
632
City of Lake Forest
BUILDING AND SAFETY FEES
Tenant Improvement
Total Plan Check Permit NoteFee Description
I-2, I-3, Institutional, hospital, restrained
30 Construction 0 to 5000 square feet $1,412.00 $494.00 $918.00 31 Construction 5001 to 10000 square feet $2,346.00 $821.00 $1,525.00 32 Construction 10001 to 15000 square feet $3,052.00 $1,068.00 $1,984.00 33 Construction 15001 to 25000 square feet $4,049.00 $1,417.00 $2,632.00 34 Each additional 1000 square feet $171.00 $60.00 $111.00 I-4, R-4, Institutional, day care facilities, assisted living facilities 35 Construction 0 to 5000 square feet $934.00 $327.00 $607.00 36 Construction 5001 to 10000 square feet $1,640.00 $574.00 $1,066.00 37 Construction 10001 to 15000 square feet $2,201.00 $770.00 $1,431.00 38 Construction 15001 to 25000 square $3,052.00 $1,068.00 $1,984.00 39 Each additional 1000 square feet $186.00 $65.00 $121.00 M - Mercantile
40 Construction 0 to 5000 square feet $779.00 $273.00 $506.00 41 Construction 5001 to 10000 square feet $1,142.00 $400.00 $742.00 42 Construction 10001 to 15000 square feet $1,557.00 $545.00 $1,012.00 43 Each additional 1000 square feet $197.00 $69.00 $128.00 R-3 Residential, Remodels
44 0 to 500 square feet $426.00 $149.00 $277.00
45 501 to 1000 square feet $634.00 $222.00 $412.00
46 1001 to 1500 square feet $831.00 $291.00 $540.00
47 1501 to 2500 square feet $1,235.00 $432.00 $803.00
48 Each additional 1000 square feet $94.00 $33.00 $61.00 49 Miscellaneous Construction Permit $177.00 $62.00 $115.00 R-1, R-2 Residential, Hotels, Multi-Family
50 Construction 0 to 5000 square feet $955.00 $334.00 $621.00 51 Construction 5001 to 10000 square feet $1,703.00 $596.00 $1,107.00 52 Construction 10001 to 15000 square feet $2,263.00 $792.00 $1,471.00 53 Each additional 1000 square feet $208.00 $73.00 $135.00 S-1 or S-2 - Storage, all categories
54 Construction 0 to 5000 square feet $612.00 $214.00 $398.00 55 Construction 5001 to 10000 square feet $872.00 $305.00 $567.00 56 Construction 10001 to 15000 square feet $1,038.00 $363.00 $675.00 57 Construction 15001 to 25000 square feet $1,557.00 $545.00 $1,012.00 58 Each additional 1000 square feet $145.00 $51.00 $94.00 13 Item: 15
633
City of Lake Forest
BUILDING AND SAFETY FEES
Tenant Improvement
Total Plan Check Permit NoteFee Description
S-2, public garages
59 Construction 0 to 5000 square feet $436.00 $153.00 $283.00 60 Construction 5001 to 10000 square feet $726.00 $254.00 $472.00 61 Construction 10001 to 15000 square feet $976.00 $342.00 $634.00 62 Construction 15001 to 25000 square feet $1,474.00 $516.00 $958.00 63 Each additional 1000 square feet $152.00 $53.00 $99.00 U - Utility - cell sites, miscellaneous
64 Wood frame Construction 0 to 500 square feet $103.00 $36.00 $67.00 65 Wood frame Construction 501 to 5000 square feet $415.00 $145.00 $270.00 66 Wood frame Construction 5001 to 10000 square ft. $665.00 $233.00 $432.00 67 Wood frame Construction 10001 to 15000 square ft. $872.00 $305.00 $567.00 68 Wood frame Construction 15001 to 25000 square ft. $1,308.00 $458.00 $850.00 69 Each additional 500 square feet $139.00 $49.00 $90.00 69 Masonry Construction 0 to 5000 square feet $436.00 $153.00 $283.00 70 Masonry Construction 5001 to 10000 square feet $706.00 $247.00 $459.00 71 Masonry Construction 10001 to 15000 square feet $976.00 $342.00 $634.00 72 Masonry Construction 15001 to 25000 square feet $1,454.00 $509.00 $945.00 73 Each additional 1000 square feet $145.00 $51.00 $94.00 73 Open Carport Construction 0 to 500 square feet $62.00 $22.00 $40.00 74 Open Carport Construction 501 to 5000 square feet $311.00 $109.00 $202.00 75 Open Carport Construction 5001 to 10000 square ft. $498.00 $174.00 $324.00 76 Open Carport Construction 10001 to 15000 square ft. $685.00 $240.00 $445.00 77 Open Carport Construction 15001 to 25000 square ft. $976.00 $342.00 $634.00 78 Each additional 1000 square feet $114.00 $40.00 $74.00 79 For Permits Requiring Plumbing, Electric, or Mechanical Review the following percentages shall be added to base fees:* a) Plumbing Fees 12% 12% 12%
b) Electrical Fees 12% 12% 12%
c) Mechanical Fees 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.
14 Item: 15
634
City of Lake Forest
BUILDING AND SAFETY FEES
Electrical Permit Fees
Total Plan Check Permit Note
Electrical Fee Schedule
1 Service meter $57.11 $19.99 $37.12
2 Self-Contained Factory-Wired Appliances $36.34 $12.72 $23.62 3 Radiant Ceiling Heat (per room) $25.96 $9.09 $16.87
4 Fixture first 20 each $2.08 $0.73 $1.35
5 Each additional $1.03 $0.36 $0.67
6 Each metal vapor fixture on same pole $25.96 $9.09 $16.87 7 Each additional metal fixture on same pole $1.03 $0.36 $0.67 8 Power Apparatus 1 (HP- KW, KVA) $25.96 $9.09 $16.87
9 2 to 10 (HP< KW, KVA) $57.11 $19.99 $37.12
10 11 to 50 (HP< KW, KVA) $77.88 $27.26 $50.62
11 51 to 100 (HP< KW, KVA) $134.98 $47.24 $87.74
12 Above 100 (HP< KW, KVA) $155.75 $54.51 $101.24
13 Outlets first 20 each $2.08 $0.73 $1.35
14 Each Additional Outlet $2.08 $0.73 $1.35
15 Each 5 feet of multiple outlet assembly $20.77 $7.27 $13.50 16 Each multiple appliance outlet assembly $25.96 $9.09 $16.87 17 Signs 1 sign and 1 transformer $51.92 $18.17 $33.75
18 Each additional signs and transformer $6.23 $2.18 $4.05 19 Each extra transformer, flasher or time clock $6.23 $2.18 $4.05 20 Each additional sign and transformer (same lot) $51.92 $18.17 $33.75 21 Additional sign & transformer moved to same new location $25.96 $9.09 $16.87 22 Altering/changing letter on existing sign $46.72 $16.35 $30.37 23 Converting sign or decorative outlet tubing $46.72 $16.35 $30.37 24 Lamping Holding Devices First 20, each $1.57 $0.55 $1.02 25 More than 200 $0.20 $0.07 $0.13
26 Service and Switchboard Sections less than 600 V or A $57.11 $19.99 $37.12 27 Less than 600 volts: 601 to 1000 amps $98.64 $34.52 $64.12 28 Less than 600 volts: Over 1000 amps $114.22 $39.98 $74.24 29 Over 600 volt rating (all amperages) $134.98 $47.24 $87.74 30 Sub panel Change or Addition less than 600 V 1st Section $57.11 $19.99 $37.12 31 Less than 600 volts: Each Additional Section $36.34 $12.72 $23.62 32 More than 600 volts: 1st Section $134.98 $47.24 $87.74 33 More than 600 volts: Each Additional Section $46.72 $16.35 $30.37 34 Time Clock, Each $25.96 $9.09 $16.87
35 Relocated Residential Building Electrical: Pre-lowering $57.11 $19.99 $37.12 36 Building inspection, per 10 square feet $0.83 $0.29 $0.54 37 Garage, carport, same lot per 100 square feet $20.77 $7.27 $13.50 38 Relocated Commercial Building Pre-Lowering $57.11 $19.99 $37.12 39 Building Inspection (hourly rate) hourly rate hourly rate hourly rate 40 Under floor Ducts, per 100 ft. or fraction thereof $31.15 $10.90 $20.25 41 Busway, for trolley & plug-in type busway each 100 ft. $46.72 $16.35 $30.37 42 Annual Electrical Permit $176.52 $61.78 $114.74
43 Electrical Subpanel $36.34 $12.72 $23.62
Fee Description
15 Item: 15
635
City of Lake Forest
BUILDING AND SAFETY FEES
Mechanical Permit Fees
Total Plan Check Permit Note
Mechanical Fee Schedule
1 Forced air, gravity furnace with ducts & vents 100 KBTU $57.11 $19.99 $37.12 2 More than 100 KBTU $98.64 $34.52 $64.12
3 Evaporative cooler $41.54 $14.54 $27.00
4 Ventilating fan (each) $31.15 $10.90 $20.25
5 Ventilating system (each) $46.72 $16.35 $30.37
6 Hood with attached fan and ducts $57.11 $19.99 $37.12 7 Commercial incinerator installation or relocation $155.75 $54.51 $101.24 8 Cooling/reheating coil, electric strip heater $31.15 $10.90 $20.25 9 Incidental gas piping $31.15 $10.90 $20.25
10 Furnace or heater-floor mounted $57.11 $19.99 $37.12 11 Appliance vents $36.34 $12.72 $23.62
12 Heating, refrigeration, cooling, absorption, evaporation repair $46.72 $16.35 $30.37 13 Air handling unit 5000 CFM or less $46.72 $16.35 $30.37 14 More than 5000 CFM $77.88 $27.26 $50.62
15 Boiler, compressor, absorption system 5 HP, 100KBTU $77.88 $27.26 $50.62 16 More than 5 HP or 100 KBTU $134.98 $47.24 $87.74
17 Air conditioning or heating pups 5 tons/HP $77.88 $27.26 $50.62 18 Over 5 tons/HP $134.98 $47.24 $87.74
19 Non Listed, Regulated Appliance $41.54 $14.54 $27.00 Fee Description
16 Item: 15
636
City of Lake Forest
BUILDING AND SAFETY FEES
Plumbing Permit Fees
Total Plan Check Permit Note
Plumbing Fee Schedule
1 Gas Piping system 1-5 Outlets each plumbing fixture $31.25 $11.00 $20.25 2 Each additional outlet $20.75 $7.25 $13.50
3 Each building sewer, seepage pit, septic tank, sewer cap $57.00 $20.00 $37.00 4 Private sewer disposal system $98.50 $34.50 $64.00
5 Vacuum breaker, backflow, fixture on tank 1-5 device $31.25 $11.00 $20.25 6 Each additional device $3.00 $1.00 $2.00
7 Yard water dist system, gas system, yard collector (water & gas) $62.25 $21.75 $40.50 8 Gas regulator each $20.75 $7.25 $13.50
9 Temporary gas service $77.75 $27.25 $50.50
10 Temp work w/gas service residential $77.75 $27.25 $50.50 11 Temp work w/gas service commercial $98.50 $34.50 $64.00 12 Repipe $145.00
Fee Description
17 Item: 15
637
City of Lake Forest
BUILDING AND SAFETY FEES
Grading Fees
Total Plan Check Permit Note
Grading Fee Schedule
1 Preliminary/Rough Grading cost per acre up to 20 acres $602.00 $211.00 $391.00 2 Cost per acre over 20 acres $768.00 $269.00 $499.00
3 Precise Grading cost per acre up to 20 acres $2,700.00 $945.00 $1,755.00 4 Cost per acre over 20 acres $3,634.00 $1,272.00 $2,362.00 5 Site Electrical Underground $145.00 $51.00 $94.00
6 Site Plumbing Underground $145.00 $51.00 $94.00
7 Site Mechanical Underground $145.00 $51.00 $94.00
8 Site Accessibility $145.00 $51.00 $94.00
9 Reinspection $208.00 $73.00 $135.00
Fee Description
18 Item: 15
638
City of Lake Forest
BUILDING AND SAFETY FEES
Miscellaneous Fees
Total Plan Check Permit Note
Plan Review: Accessibility, Energy
1 Accessibility Plan Review $145.00
2 Energy Plan Review New Residential Building Self-Contained $145.00 3 Energy Plan Review New Nonresidential Building $197.00 4 Energy Plan Review Residential Room Addition $125.00
5 Energy Plan Review Tenant Improvement $166.00
6 Energy Plan Review Electrical $145.00
7 Energy Plan Review Plumbing $145.00
8 Energy Plan Review Mechanical $145.00
Other Fees
1 Permit Issuance Fee (Applies to All Permits) $31.00
2 Appeal Board Application $145 per hour with
$700 deposit
3 Awning/Canopy (Supported by Building) $291.00 $102.00 $189.00 4 Balcony/Deck - Addition/Repair (Residential) $436.00 $153.00 $283.00 5 Carport
a) First $363.00 $127.00 $236.00
b) Each Additional $182.00 $64.00 $118.00
6 Certificate of Occupancy
a) Temporary Certificate of Occupancy (per 30 Days) $254.00 b) Certificate of Occupancy $145.00
7 Change of Contractor $109.00
8 Commercial Miscellaneous Structures (e.g. Flagpoles, Spray Booths, Tanks, Equipment Foundations, Fountain Structures, Trash Enclosures, etc.)
$582.00 $204.00 $378.00
9 Fences
a) Six to eight feet in height
i) First 100 linear feet $327.00 $114.00 $213.00
ii) Each additional 100 linear feet, or fraction thereof $37.00 $13.00 $24.00 b) Over eight feet in height
i) First 100 linear feet $654.00 $229.00 $425.00
ii) Each additional 100 linear feet, or fraction thereof $72.00 $25.00 $47.00 10 Fireplace $472.00 $165.00 $307.00
11 Geotechnical Engineering T&M, plus 15%
admin fee
T&M, plus 15%
admin fee
T&M, plus 15%
admin fee
12 Patio Covers
a) 0 to 200 square feet $218.00 $76.00 $142.00
b) 201 square feet and larger $363.00 $127.00 $236.00
13 Parking Lots - Restriping / Resurfacing (per hour) $145.00 14 Partition $291.00 $102.00 $189.00
Fee Description
19 Item: 15
639
City of Lake Forest
BUILDING AND SAFETY FEES
Miscellaneous Fees
Total Plan Check Permit NoteFee Description
15 Pool / Spa
a) Swimming Pool / Spa $872.00 $305.00 $567.00
b) Detached Spa / Water Feature $291.00 $102.00 $189.00 c) Gunite Alteration $436.00 $153.00 $283.00
d) Equipment Change-out Alone $218.00 $76.00 $142.00
16 Re-Roof
a) Residential, without calculations
i) Up to 2,000 square feet $218.00 $76.00 $142.00
ii) Each additional 1,000 square feet or fraction thereof $72.00 $25.00 $47.00 b) Residential, with calculations
i) Up to 2,000 square feet $363.00 $127.00 $236.00
ii) Each additional 1,000 square feet or fraction thereof $70.00 $24.50 $45.50 c) Commercial, without calculations
i) First square $218.00 $76.00 $142.00
ii) Each additional square $24.00 $8.00 $16.00
d) Commercial, with calculations
i) First square $363.00 $127.00 $236.00
ii) Each additional square $37.00 $13.00 $24.00
17 Retaining Wall 3 to 6 feet high
a) First 400 square feet $327.00 $114.00 $213.00
b) Each additional 400 square feet, or fraction thereof $37.00 $13.00 $24.00 18 Retaining wall more than 6 feet high (per 400 square feet) a) First 400 square feet $654.00 $229.00 $425.00
b) Each additional 400 square feet, or fraction thereof $72.00 $25.00 $47.00 19 Seismic Reinforcement 25% of Tenant
Improvement Fees
25% of Tenant
Improvement Fees
25% of Tenant
Improvement Fees
20 Signs (per sign) $145.00 $51.00 $94.00
21 Skylights, Windows, Doors
a) Each Residential Job $182.00 $64.00 $118.00
b) Each Commercial Job $327.00 $114.00 $213.00
22 Slab Only 100% of PC;
25% of Permit
100% of Applicable
Fee
25% of Applicable
Fee
23 Solar
a) Residential Systems (Expedited Process) $254.00 $89.00 $165.00 [a] b) Residential Systems (All Others) - See note for > 15kW or 10kWth
$436.00 $153.00 $283.00 [a]
c) Commercial Systems - See note for > 50kW or 30kWth $1,000.00 $350.00 $650.00 [b] 24 Storage Racks (Commercial)
a) First 100 linear feet $436.00 $153.00 $283.00
b) Each additional 100 linear feet $24.00 $8.00 $16.00
25 Stucco Application
a) First 500 square feet $291.00 $102.00 $189.00
b) Each additional 500 square feet $37.00 $13.00 $24.00 20 Item: 15
640
City of Lake Forest
BUILDING AND SAFETY FEES
Miscellaneous Fees
Total Plan Check Permit NoteFee Description
26 Temporary Trailer $145.00
27 Water Heater Change-Out $83.00 $29.00 $54.00
28 Other Fees and Charges
a) Miscellaneous Plan Check (per hour) $145.00
b) Miscellaneous Inspection (per hour) $145.00
c) Re-Inspection, Missed Inspection (each) $145.00 [c]
d) Phased Inspection (each) $73.00 [d]
e) After Hours Inspection (per hour; 4-hour minimum) $182.00 f) Preliminary Plan Review (per hour) $145.00
g) Excess Plan Review (per hour) $145.00 [e]
h) Plan Check Revisions (per hour) $145.00
29 Credit Card Transaction Fee 3% - Direct pass-
through to vendor
30 Work Without a Permit or Work Beyond Scope of Permit 2x Permit Fee [c] Re-inspection fee applies after 2nd re-inspection (i.e. applicable at 3rd re-inspection). [d] Fee is per phased inspection. Fee is in addition to base applicable permit and plan check fees. [e] Excess plan review fee applies after 3rd review (i.e. applicable at 4th plan review). [a] California Government Code Section 66015(a)(1), establishes maximum fees for residential solar energy systems. For photovoltaic systems, fees shall not exceed $450. Fees in excess of these amounts require written findings and resolution or ordinance. [b] California Government Code Section 66015(b)(1), establishes maximum fees for commercial solar energy systems. Fees shall not exceed $1,000 for systems up plus $7 per kWth for each kWth between the 30th and 260th kWth, plus $5 for each kWth above 260kWth. Fees in excess of these amounts require written findings and resolution or ordinance.
21 Item: 15
641
City of Lake Forest
COMMUNITY PRESERVATION FEES
Fee Charge Basis Note
1 Massage Establishment Permit Application
a) Initial $500 Fixed Fee
b) Renewal $500 Fixed Fee
2 Massage Establishment Appeal $500 Fixed Fee
3 Shopping Cart Containment Plan $375 Fixed Fee
Activity Description
22 Item: 15
642
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 $2 Per Hour
Per Field
$15 Per Hour
Per Field
$20 Per Hour
Per Field
$25 Per Hour
Per Field
$30 Per Hour
Per Field
$35 Per Hour
Per Field
$50 Per Hour
Per Field
2 Lighted - (Grass) No Charge $8 Per Hour
Per Field
$30 Per Hour
Per Field
$35 Per Hour
Per Field
$40 Per Hour
Per Field
$45 Per Hour
Per Field
$50 Per Hour
Per Field
$70 Per Hour
Per Field
3 Non-Lighted
(Synthetic)
No Charge $4 Per Hour
Per Field
$20 Per Hour
Per Field
$25 Per Hour
Per Field
$30 Per Hour
Per Field
$35 Per Hour
Per Field
$40 Per Hour
Per Field
$55 Per Hour
Per Field
4 Lighted - (Synthetic) No Charge $10 Per Hour
Per Field
$35 Per Hour
Per Field
$40 Per Hour
Per Field
$45 Per Hour
Per Field
$50 Per Hour
Per Field
$55 Per Hour
Per Field
$75 Per Hour
Per Field
5 Tournament Rates No Charge $400
Per Field
$400
Per Field
$400
Per Field
$400
Per Field
$400
Per Field
$400
Per Field
$500
Per Field
6 Other Tournament
Fees
No Charge
# Classification Group 1 Group 2 Group 3 Group 4 Group 5 Group 6 Group 7 Group 8 1 One Court No Charge $15 Per Hour $25 Per Hour $35 Per Hour $35 Per Hour $50 Per Hour $65 Per Hour $75 Per Hour 2 Full Court No Charge $15 Per Hour $50 Per Hour $70 Per Hour $70 Per Hour $100 Per Hour $130 Per Hour $150 Per Hour 3 Tournament Rates No Charge $150 Per Hour $150 Per Hour $150 Per Hour $150 Per Hour $150 Per Hour $150 Per Hour $200 Per Hour 4 Other Gymnasium
Tournament Fees
# Classification Group 1 Group 2 Group 3 Group 4 Group 5 Group 6 Group 7 Group 8 1 Half Court No Charge $5 Per Hour $8 Per Hour $10 Per Hour $13 Per Hour $15 Per Hour $20 Per Hour $25 Per Hour 2 Full Court No Charge $10 Per Hour $15 Per Hour $20 Per Hour $25 Per Hour $30 Per Hour $40 Per Hour $50 Per Hour Hourly Sports Field User Rates
$500 Trash/Janitorial (Per Two Day Tournament)
$500 Field Prep Fee (Baseball/Softball) Per Day
Hourly Gymnasium User Rates
$500 Trash/Janitorial (Per Two Day Tournament)
Hourly Outdoor Basketball User Rates - Sports Park
23 Item: 15
643
City of Lake Forest
RECREATION FEES
1 2
3 4
5 6
7 8
Overview of User Groups
Group 7 - Commercial entities or organizations located in Lake Forest .
Group 8 - Commercial entities or organizations not located in Lake Forest .
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.
Group 6 - Non-profit organizations or groups, not open to the public, with less than sixty (60) percent of participants being Lake Forest Residents. 24 Item: 15
644
City of Lake Forest
RECREATION FEES
# Description
Non-Profit Organization /
Lake Forest Resident
Non-Resident /
Commercial User Group Fee
1 Adult Softball Team Fee $500 Per Team $550 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 $10 Per Lost Card $10 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 $10 Per Lost Card $10 Per Lost Card n/a 12 Kids Factory Participant Enrollment Fee [a] $860 per year; $430 per semester
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 1 Assigned Field/Gymnasium Time "No Show" Policy
Outcome and Fees
25 Item: 15
645
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.
26 Item: 15
646
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 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.
Group 4: Non-Resident Non-Profit Organization: - Resident non-profit organizations conducting social, cultural, educational, or recreational activities are considered in this group.
27 Item: 15
647
City of Lake Forest
SPORTS PARK ROOM RENTAL FEES
# Classification Group 1 Group 2 Group 3 Group 4 Group 5 Group 6 Group 7 Deposit 1 Small Meeting Room No Charge No Charge $25 $30 $45 $50 $60 $100 2 Large Meeting Room No Charge No Charge $45 $60 $75 $100 $120 $200 1 2
3 4
5 6
7 # Description Fee
1 TV/DVD $25
2 Podium No Charge
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.
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)
* See Sports Park and Recreation Center Facility Use Policy for rental requirements/procedures and other miscellaneous use fees. 28 Item: 15
648
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 $200 223 12 Turf Area
(Center of Campus)
No Charge $50 $75 $100 $150 $200 $250 $200
13 Kitchen No Charge $10 $20 $25 $35 $40 $50 $200
1 2
3 4
5 6
7 # Description Fee
1 Dance Floor $400
2 LCD Projector $100
3 TV/DVD $25
4 American Flag No Charge
5 Easel No Charge
6 Podium No Charge
# Description Fee
1 Janitorial Fee Actual Cost
2 Staffing $30 / hour
3 Security Actual Cost
* Reservation cancellation fees and cleaning deposit fees apply. See Civic Center Campus Facility Use Policy.
Group 2: Resident Non-Profit Organization - Resident non-profit organizations conducting social, cultural, educational, or recreational activities are considered in this group.
Community Center Hourly Rental Fees (Per Hour)
Rentals with Alcohol On-Site
For events with alcohol on-site add 10% to base rental fee 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.
Other Fees, If Applicable
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 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.
Audio and Visual Equipment Fees
29 Item: 15
649
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 5 Storage Use No Charge $50 per day $50 per day $50 per day $50 per day $50 per day $50 per day 1 2
3 4
5 6
7 # Description Fee
1 Piano $100 per day
2 Lapel Mics $100
# Description Fee
1 Janitorial Fee Actual Cost
2 Staffing $30 / hour
3 Security Actual Cost
* Reservation cancellation fees and cleaning deposit fees apply. See Civic Center Campus Facility Use Policy.
Overview of User Groups
Performing Arts Center Hourly Rental Fees (Per Hour)
Discounted Rate for Rehearsal Use
Rentals for Rehearsal Use Only Will be 60% of Hourly Rate Listed Above Rentals with Alcohol On-Site
For events with alcohol on-site add 10% to base rental fee Group 7: Commercial entities or organizations not located in Lake Forest.
Other Fees, If Applicable
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 5: Non-Resident Private Party - Residents requesting use for a private party.
Group 6: Commercial entities or organizations located in Lake Forest.
Equipment Fees
30 Item: 15
650
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 $200 1 2
3 4
5 6
7 # Description Fee
1 LCD Projector $100
2 TV/DVD $25
3 American Flag No Charge
4 Easel No Charge
5 Podium No Charge
# Description Fee
1 Janitorial Fee Actual Cost
2 Staffing $30 / hour
3 Security Actual Cost
* Reservation cancellation fees and cleaning deposit fees apply. See Civic Center Campus Facility Use Policy.
Group 2: Resident Non-Profit Organization - Resident non-profit organizations conducting social, cultural, educational, or recreational activities are considered in this group.
Clubhouse Hourly Rental Fees (Per Hour)
Rentals with Alcohol On-Site
For events with alcohol on-site add 10% to base rental fee 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.
Other Fees, If Applicable
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 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.
Audio and Visual Equipment Fees
31 Item: 15
651
City of Lake Forest
LIABILITY INSURANCE REVIEW/PURCHASE FEES
Fee Charge Basis Note
1 Liability Insurance Review/Purchase on Behalf of Applicant a) Actual Cost of Insurance Actual Cost Pass Through
b) Plus, City Administrative Fee $50 Fixed Fee
Activity Description
32 Item: 15
652
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
33 Item: 15
653
City of Lake Forest
ELECTRIC VEHICLE CHARGING STATION FEES
Fee Charge Basis Note
1 Electric Vehicle Charging Stations
a) Base Charging Rate $0.35 per kWh
b) Hourly Rate for vehicles occupying charging station after being fully charged
$6.00 per hour
Activity Description
34 Item: 15
654
City of Lake Forest
ADMINISTRATIVE FEES
Fee Charge Basis Note
1 Passport Fee $35 Fixed Fee [a]
2 Notary Fee $15 Per Signature [b]
3 Records Retention / Imaging Fee
a) Permits $5 Each
b) Plans
i) Base Fee $10 Each
ii) Plus, per page Fee $1.60 Per Page
4 Public Meeting Audio / Digital Copy $20 Fixed Fee
5 Photocopying
a) First Copy $0.75 Fixed Fee
b) Each Additional Copy to 99 $0.15 Fixed Fee
c) 100 to 299 Copies $15.00 Deposit
d) 300+ Copies $45.00 Deposit
6 Requests Requiring Special Programming / Formatting Actual Cost Deposit 7 Map Duplication
a) Oversized Copies Actual Cost Deposit
8 Appeal of Citation/Fine Issued for Water Quality Offense $500, plus $2,500 deposit to cover
attorney and
consultant costs
Fixed Fee, plus pass-
through
[c]
9 Witness / Subpoena Fees
a) Witness Fee
i) Employees $275.00 Per Day [d]
ii) Mileage Fees (per mile, each way) $0.20 Per Mile [d] b) Subpoena Fee $15.00 Fixed Fee [d]
10 Fair Political Practices Commission
a) Research Records $5.00 Per hour [a]
b) Reproduction of Records $0.10 Per page [a]
11 Ballot Initiative Petition Processing Fee $200.00 Each [b] 12 Candidates Statements of Qualifications $25.00 Each [b] 13 Certification of Records $1.00 Per Document
14 Postage, If Applicable Actual Cost Per Mailing [e]
Activity Description
[a] Fee set by US Government. All fees shown intended to match amounts established by law. All fees/deposits will change pursuant to any applicable amendment to law.
[c] 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.).[d] 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.
[e] City will charge actual postage costs upon request for mailing. [b] Fee set by State. Fee intended to match amounts established by law. All fees/deposits will change pursuant to any applicable amendment to law.
35 Item: 15
655
City of Lake Forest
FINANCE FEES
Fee Charge Basis Note
1 Non-Sufficient Funds Transaction $25 per transaction 2 Credit Card Transaction Fee 3% of fees paid [a]
[a] Fee only applies when vendor service collects a transaction fee for credit card processing.
Activity Description
36 Item: 15
656
City of Lake Forest
VEHICLE IMPOUND/RELEASE AND POLICE/SHERIFF FALSE ALARM RESPONSE FEE 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 $150 each b) Pursuant to other specific Vehicle Code violations $150 each 2 Responding to False Alarm Fee (Businesses and Residents) a) First and Second Response $0 (No Charge) each
b) Third and Subsequent Responses $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. 37 Item: 15
657
CITY COUNCIL AGENDA REPORT
MEETING DATE: 5/7/2024
DEPARTMENT: Finance
SUBJECT:
2023-2025 OPERATING BUDGET MID-CYCLE REVIEW FOR FISCAL YEAR 2024-25
RECOMMENDED ACTION(S):
1. Receive presentation on Mid-Cycle Budget Review
2. Review, revise, or provide direction on the allocation of the Fiscal Year 2024-25 Budget.
EXECUTIVE SUMMARY:
The Financial Management and Budgetary Policy (“Policy”) requires the City Manager to present any changes to the revenue estimates and cost estimates for the second year in the City’s Biennial Operating Budget (“2023-2025 Operating Budget”) for City Council review and consideration. The Operating Budget serves as the foundation for financial planning and allows the City Council to prioritize expenditures in alignment with community values.
On June 20, 2023, the City Council adopted the 2023-2025 Operating Budget, which included a budget for Fiscal Years 2023-24 and 2024-25. Since adopting the 2023-2025 Operating Budget, additional financial and operational changes have been identified. Thus, staff are proposing adjustments to the adopted Fiscal Year 2024-25 budget. In alignment with the City’s Policy, staff is seeking direction regarding the proposed changes to the adopted budget for the second year of the City’s 2023-2025 Operating Budget Cycle, or “Mid-Cycle.” The proposed changes to Fiscal Year 2024-25 of the 2023-2025 Operating Budget would impact revenues and cost estimates and would better reflect program costs for the community's benefit.
Since the development and adoption of the 2023-2025 Operating Budget, revenues have remained relatively steady. Staff estimates an increase of 0.31% to General Fund Revenues for a proposed total of $65.5 million (an increase of $0.20 million) for Fiscal Year 2024-25. While the proposed Mid-Cycle adjustments reflect steadily increasing revenue streams, they also reflect a responsible spending plan with a proposed, modest 0.24% increase to General Fund Expenditures to total $60.9 million (an increase of $0.15 million).
Item: 16
658
The proposed changes to Fiscal Year 2024-25 are shown in detail in the attachments accompanying this report. Based on input and direction provided by the City Council, the final-proposed Mid-Cycle adjustments would be considered for approval on June 4, 2024.
BACKGROUND:
In accordance with the City Council Financial Management and Budgetary Policy (“Policy”), the City Manager presented the City’s Biennial Operating Budget, the 2023-2025 Operating Budget to City Council on June 20, 2023. At that meeting, the City Council adopted a Budget Resolution approving the 2023-2025 Operating Budget, appropriating funds for Fiscal Year 2023-24 only, and adopting the following:
•Update to the 2021-2028 Strategic Business Plan (“Strategic Plan”), •The 2023-2030 Capital Improvement Plan,
•The 2023 General Fund Reserve Risk Analysis, and
•The 2023-2030 Master Financial Plan and Financial Forecast.
Since the 2023-2025 Operating Budget only included appropriations for Fiscal Year 2023-24, the City Council must approve the appropriation of funds for Fiscal Year 2024-25 by a City Council resolution prior to July 1, 2024. Staff anticipates bringing the resolution to the City Council for approval at the June 4, 2024, meeting.
DISCUSSION:
Fiscal Year 2024-25 initiates the second Mid-Cycle in the City of Lake Forest’s biennial budget cycle. The budget is continually reviewed for adherence to the City’s long-term financial vision, preservation of the City’s financial integrity, and proper implementation of the City’s Strategic Plan initiatives. During the City’s Mid-Cycle Review, staff evaluated the budget for the upcoming fiscal year and assessed the accuracy of the adopted budget against the City’s anticipated financial position and proposed programmatic spending.
Fiscal Year 2024-25 Budget Overview
In preparation for the second year of the City’s 2023-2025 Operating Budget, staff reviewed and analyzed revenue and cost estimates based on additional information. The proposed changes for City Council consideration are based on Item: 16
659
updated and improved projections. These changes are proposed to enhance the City’s performance in providing public benefits, in-line with the City’s Strategic Plan.
The proposed Mid-Cycle Budget adjustments would increase General Fund revenues by $0.20 million, and General Fund expenditures by $0.15 million. Staff believes the proposed adjustments would reflect the best available information and update the second year, Fiscal Year 2024-25, of the 2023-2025 Operating Budget to appropriately account for increased estimates.
Summary of Proposed General Fund Revenues
Proposed revenue estimates for Fiscal Year 2024-25 are based on the analysis of current and best available information. An overall increase of 0.31% is proposed for General Fund revenues. Revenue types and changes are depicted below in Table 1. Detailed explanations can be found in Attachment 1.
Table 1: Fiscal Year 2024-25 Revenue Projections
Revenue Type FY 2024-25
Adopted
Increase
(Decrease)
FY 2024-25
Proposed
%
Change
Property Taxes $ 26,392,300 $ 47,800 $ 26,440,100 0.18% Sales and Use
Taxes 19,890,000 (1,090,000) 18,800,000 -5.48%
Transient
Occupancy Taxes 5,610,000 - 5,610,000 0.00%
Real Property
Transfer Taxes 675,000 - 675,000 0.00%
Franchises 2,767,500 (11,250) 2,756,250 -0.41%
Intergovernmental 260,000 - 260,000 0.00%
Licenses and
Permits 2,289,500 (55,000) 2,234,500 -2.40%
Charges for
Services 2,860,300 325,000 3,185,300 11.36%
Developer
Contributions 120,000 (35,000) 85,000 -29.17%
Fines, Forfeitures,
and Penalties 450,000 (100,000) 350,000 -22.22% Use of Money and
Property 3,940,000 1,120,000 5,060,000 28.43%
Other Revenues 85,000 - 85,000 0.00%
Total $65,339,600 $201,550 $65,541,150 0.31%
Summary of Proposed General Fund Expenditures by Program As in previous budget documents, each department develops annual goals consistent with the City’s current Strategic Plan. Adjustments to budgeted Item: 16
660
amounts for program expenditures have been proposed to better achieve these strategic goals. Table 2 shows the proposed appropriations for each departmental program. Detailed explanations can be found in Attachment 1.
Table 2: Proposed Departmental Appropriations
General
Fund/Expenditure
Program Area
FY 2024-25
Adopted
Increase
(Decrease)
FY 2024-25
Proposed
%
Change
Legislative
509,132
(3,850) 505,282 -0.76%
Management and
Support
9,710,830
286,381 9,997,211 2.95%
Public Safety 24,657,686 (659,053) 23,998,633 -2.67% Infrastructure
Maintenance
Service 11,758,751 412,246 12,170,997 3.51%
Planning,
Engineering,
Building and Safety
5,840,124
420,669 6,260,793 7.20%
Transportation
1,357,250
(941,750) 415,500 -69.39%
Environmental
Services
1,030,980
191,000 1,221,980 18.53%
Culture, Leisure, &
Recreation
4,346,283
279,450 4,625,733 6.43%
Community Vitality &
Engagement
1,570,835
159,930 1,730,765 10.18%
Total $60,781,871 $145,023 $60,926,894 0.24%
The proposed changes to Fiscal Year 2024-25 cost estimates are presented with detailed explanations in Attachment 1. Attachment 2 reflects revenue adjustments for the General Fund. Attachment 3 reflects appropriation adjustments for the General Fund. Attachment 4 reflects adjustments for all other funds. Other fund adjustments include proposed CIP projects. These projects include two project additions: the renovation of the Normandale Open Space Area (Attachment 5) and a project which enhances the Civic Center meeting rooms (Attachment 6).
Conclusion
Staff is seeking direction regarding the proposed Mid-Cycle adjustments to the 2023-2025 Operating Budget for Fiscal Year 2024-25. In addition, staff will continue to review and analyze revenue and cost estimates based on additional information and proposed changes or corrections will be incorporated into the final documents. The final proposed Mid-Cycle adjustments will incorporate input and direction provided by the City Council. Staff anticipates bringing final Item: 16
661
adjustments before the City Council on June 4, 2024, to be considered for approval and appropriated for Fiscal Year 2024-25.
FISCAL IMPACT:
There is no fiscal impact associated with the recommended action, as staff are only seeking feedback and direction from the City Council. The potential fiscal impact of adopting the proposed Mid-Cycle adjustments will be determined based on the input and direction provided by the City Council and will be presented with the final proposed Mid-Cycle adjustments, scheduled to be considered on June 4, 2024.
ATTACHMENTS:
1. Proposed Mid-Cycle Fiscal Year 2023-2025 Changes
2. General Fund Revenue by Source
3. General Fund Cost Estimates
4. Estimated Revenue and Cost Estimate Adjustments to Other Funds
5. CIP Normandale Site Renovations
6. CIP Civic Center Meeting Room Upgrade
Initiated By: Amy Lewis, Assistant Director of Finance
Submitted By: Kevin Shirah, Director of Finance/City Treasurer Approved By: Debra Rose, City Manager
Item: 16
662
ATTACHMENT 1
Item: 16
663
Proposed Mid-Cycle Fiscal Year 2023-2025 Changes
1 5
3 5
3 7
Proposed Changes to Estimated Revenues
General Fund
(1)Property Tax – VLF – Based on the current year budget the Motor Vehicle in Lieu will exceed the original estimate. It is recommended that the estimated revenue be increased by $47,800.
(2)Sales and Use Tax – Based on prior quarters revenue and trends, it is recommended that estimated revenue be decreased by $1,090,000 to remain consistent with current trends.
(3)Franchise Fees – Overall revenue remains consistent; however, it is recommended to decrease revenue estimates based on the current year’s trends.
(4)Licenses and Permits – Staff recommends a decrease in the amount of Developer Permits and Encroachment Permit’s under Licenses and Permits.
(5)Charges for Current Services – Parks (Community Services) – Based on current year estimates, estimates for current charges for recreation excursions have been decreased.
(6)Charges for Current Services – Other – Staff recommends an increase of $125,000 for Plan Check Fees, a decrease of $145,000 under Developer Fees, an increase of $400,000 in Encroachment Deposits, and an increase of $11,000 for administrative fees, which would result in an overall increase of $391,000.
(7)Developer Contributions – Staff recommends decreasing developer contributions based on anticipated development in Fiscal Year 2024-25. (8)Fines, Forfeitures, and Penalties – Staff recommends decreasing local ordinance violations by $100,000 to remain consistent with current trends.
(9)Investment Earnings – Based on the current year estimates and updated forecasts, projections for investment earnings have been increased by $1,000,000.
Item: 16
664
Proposed Mid-Cycle Fiscal Year 2023-2025 Changes
2 5
3 5
3 7
(10)Facility and Park Rentals, Leases– Staff recommends an overall increase of $120,000 in the category of facility and park rentals. This consists of a decrease in Performing Art Center revenue estimates offset by an increase to Field Rental revenue estimates.
Proposed Changes to Estimated Expenditures
General Fund
(11)Legislative – The Legislative program area encompasses the functions performed by the elected and appointed officials of the City. This includes the election of City officials, the conducting of meetings, and other official activities of the City Council and the City's three commissions, as well as staff that support these activities. Changes in this program area are due to staff vacancy changes, updated software costs, and program supply costs.
(12)Management and Support – The Management and Support program area includes programs intended for the regular management functions of the City. Functions include executive management, clerk and records management, financial and legal services, human resources, and city- wide technological support. The proposed mid-cycle changes include the CalPERS Unfunded Accrued Liability minimum payment, an increase in Cyber Security spending, increased lease costs, and data costs. (13)Public Safety – The Public Safety program area includes programs purposed for public safety functions of a city. They include law enforcement, animal regulation, streetlights, emergency preparedness, crossing guards, parking enforcement and community outreach. This area has been updated to reflect grant funding to be received from the State of California for a community outreach program, as well as the inclusion of an updated parking enforcement program.
(14)Infrastructure Maintenance Services – The Infrastructure Maintenance Services programs include maintenance services for streets, parks, facilities, medians and parkways, slopes and open spaces, as well as urban forestry management, city street sweeping services, and bus shelter operations. Requested increases include an increase for street sweeping contract services of $278,000, an increase for facilities maintenance contract services of $127,000, and an increase for bus shelter contract services of $16,000.
Item: 16
665
Proposed Mid-Cycle Fiscal Year 2023-2025 Changes
3 5
3 5
3 7
(15)Planning, Engineering, Building & Safety - The Planning, Engineering, Building and Safety program includes planning services, building and safety services, community preservation, engineering, and inspection services. Changes to this program area include the addition of a temporary principal engineer previously budgeted as a contract consultant. The increased cost of permitting software, as well as training and consulting associated with the cost of this software is also included as an increase.
(16)Transportation – The Transportation program area includes 4 programs encompassing the transportation functions of a city. They include transportation planning, signal maintenance services, traffic operations, and traffic safety. This program area includes a decrease in electricity costs due to an allocation change to the state gas tax fund, as well as having sufficient budget included under the public safety program for streetlights.
(17)Environmental Services – The Environmental Services program area includes trash and recycling services, C&D waste reduction recycling, organic waste recycling, beverage waste recycling, and NPDES Stormwater Program. The recommended changes are due to a reallocation of staff time, an increase for solid waste consulting services as well as Prop 218 hearing notices, additional NPDES payments to other governments, and an update in software costs.
(18)Culture, Leisure, & Recreation – The Culture, Leisure, and Recreation program includes a range of culture and recreation services within the city, along with the management of key facilities. Two additional personnel positions, Communications and Marketing Analyst and Recreation Supervisor, are being added to this program area. An increase in reimbursable activities is also being requested, which would be offset by the increase to facility revenues.
(19)Community Vitality & Engagement – The Community Vitality and Engagement program area includes programs such as communications and marketing, economic development, and affordable housing. This program area also includes event advisory committees and other community engagement programs such as the Citizens Academy, Community Emergency Response Team, and Volunteers in the Park.
The reallocation of staff from other program areas has increased the personnel services budget. Other increases in this program area include website increases and payments to the City of Lake Forest Chamber of Commerce for additional services.
Item: 16
666
Proposed Mid-Cycle Fiscal Year 2023-2025 Changes
4 5
3 5
3 7
Other Funds Revenues and Expenditures
(20)General Fund Capital Improvement –
CIP Normandale Project – This project would provide preventative maintenance and/or rehabilitation, which would reduce annual maintenance costs for erosion control and safety concerns.
Staff recommends the addition of this project to the CIP Plan for a total of $375,000.
(21)Infrastructure Reserve –
CIP Slurry Seal Project – Staff recommends funding this project with more restrictive funding, reducing expenditures under this fund by $243,420.
(22)Low and Moderate Income Housing Asset –
Revenue – Increase revenue by $15,400 due to reimbursement of HOA Dues paid to City.
Expenditures – Increase expenditures by $6,100 for HOA Dues that will be reimbursed to the City.
(23)State Gas Tax HUTA –
Revenue - Current projections for State Gas Tax estimate a reduction of $51,646.
Expenditures – Personnel has been reallocated to the General Fund as electricity costs have been reallocated to Gas Tax creating an addition of $435.
(24)State Gas Tax RMRA –
Revenue – Current projections for State Gas Tax estimate an increase of $84,785.
Expenditures – CIP – Staff recommends funding $4,173,730 of approved Road Rehabilitation and Slurry Seal to this funding source. (25)Measure M2 Local Fair Share –
Revenue - Current projections for Measure M2 Local Fair Share acknowledge an increase of $61,882.
Expenditures – CIP - Staff recommends funding $2,186,270 of approved Road Rehabilitation and Slurry Seal to this funding source.
Item: 16
667
Proposed Mid-Cycle Fiscal Year 2023-2025 Changes
5 5
3 5
3 7
(26)Measure M2 Senior Mobility –
Revenue - Current projections for Measure M2 Senior Mobility acknowledge an increase of $17,595.
Expenditures – With increased funding, contract expenses have matched an increase of $17,595.
(27)Supplemental Law Enforcement Services –
Revenue - Current projections for SLEFS funding is an increase of $100,000.
Expenditures – With increased funding, staff recommends allocating the remaining fund balance for the use of law enforcement services with an increase of $548,000.
(28)Franchise Agreement Recycling –
Revenue - Current projections for AB939 Fee from the City’s waste hauler include an increase of $17,000.
Expenditures – With increased funding, contract expenses have matched an increase of $17,000.
(29)SB1383 Organics Waste Recycling –
Expenditures – Increases in revenues have allowed an increase in expenditures for contract services as well as the purchase of mulch. (30)Beverage Recycling –
Expenditures – Staff recommends allocating fund balance for this grant with an increase of $13,000.
(31)Permanent Local Housing Allocation Program –
Revenue – Staff anticipates the receipt of an increase of $189,521 of State funded grants.
Expenditures – Allocating unused grant funding would increase the expenses by $911,365 to be used towards the Community Outreach program.
Item: 16
668
Proposed Mid-Cycle Fiscal Year 2023-2025 Changes
6 5
3 5
3 7
(32)CDBG-
Revenue – The current projections for CDBG include an increase of $33,485 in federal grants.
Expenditures – To align with CDBG Action plan, staff estimates an increase of $213,485 is needed.
(33)City Facilities Improvement –
CIP Civic Center Meeting Room Upgrades
Staff recommends the addition of this project to the CIP Plan for a total of $310,000.
(34)Lake Forest Traffic Mitigation –
Revenue – Staff anticipates an increase of $387,500 in development revenue.
Expenditures – An additional increase of $50,000 is being requested for contract services related to the five-year review of the LFTM program. (35)Foothill Circulation Phasing Plan –
Revenue – Based on anticipated development in Fiscal Year 2024-25 staff recommends decreasing revenue by $272,950.
Item: 16
669
ATTACHMENT 2
Item: 16
670
City of Lake Forest
General Fund Revenue by Source
Fiscal Year 2024-25
(#)
Adopted
Budget
Mid-Cycle
Adjustment
Proposed
Amended
Budget
%
Change
Taxes
Property Taxes (1) 26,392,300 47,800 26,440,100 0.18% Sales and Use Taxes (2) 19,890,000 (1,090,000) 18,800,000 -5.48% Transient Occupancy Taxes 5,610,000 - 5,610,000 0.00% Real Property Transfer Taxes 675,000 - 675,000 0.00% Franchises (3) 2,767,500 (11,250) 2,756,250 -0.41% Total Taxes: 55,334,800 (1,053,450) 54,281,350 -1.90% Intergovernmental
State 100,000 - 100,000 0.00% County 160,000 - 160,000 0.00% Total Intergovernmental 260,000 - 260,000 0.00% Licenses and Permits
Building Permits (4) 2,280,000 (55,000) 2,225,000 -2.41% Other Taxes-Fees 9,500 - 9,500 0.00% Total Licenses and Permits: 2,289,500 (55,000) 2,234,500 -2.40% Charges for Services
Community Services (5) 1,309,300 (66,000) 1,243,300 -5.04% Other (6) 1,551,000 391,000 1,942,000 25.21% Total Charges for Services: 2,860,300 325,000 3,185,300 11.36% Developer Contributions
Developer Contributions (7) 120,000 (35,000) 85,000 -29.17% Total Developer Contributions 120,000 (35,000) 85,000 -29.17% Fines, Forfeitures, and Penalties
Vehicle Code Fines 200,000 - 200,000 0.00% Forfeitures and Penalties 50,000 - 50,000 0.00% Other Fines (8) 200,000 (100,000) 100,000 -50.00% Total Fines, Forfeitures, and Penalties 450,000 (100,000) 350,000 -22.22% Use of Money and Property
Investment Earnings (9) 3,000,000 1,000,000 4,000,000 33.33% Facility and Park Rentals (10) 795,000 120,000 915,000 15.09% Leases 145,000 - 145,000 0.00% Total Use of Money and Property 3,940,000 1,120,000 5,060,000 28.43% Other Revenues
Sponsorships 20,000 - 20,000 0.00% Other Misc. Revenue 65,000 - 65,000 0.00% Total Other Revenue: 85,000 - 85,000 0.00% TOTAL 65,339,600 201,550 65,541,150 0.31% (#) Correlates to the numbered items on Attachment 1.
1 Item: 16
671
ATTACHMENT 3
Item: 16
672
City of Lake Forest
General Fund Appropriations
Fiscal Year 2024-25
(#)
Adopted
Budget
Mid-Cycle
Adjustment
Proposed
Amended
Budget
%
Change
Legislative
Personnel Services (11) 213,650 (6,000) 207,650 -2.81% Contractual Services (11) 56,100 1,500 57,600 2.67% Memberships and Development 140,737 - 140,737 0.00% Supplies, Materials and Other (11) 98,645 650 99,295 0.66% Total Legislative 509,132 (3,850) 505,282 -0.76% Management and Support
Personnel Services (12) 4,126,700 144,200 4,270,900 3.49% Contractual Services (12) 4,712,280 141,281 4,853,561 3.00% Memberships and Development (12) 152,420 980 153,400 0.64% Supplies, Materials and Other (12) 389,500 (5,650) 383,850 -1.45% Capital Outlays (12) 309,500 (5,000) 304,500 -1.62% Debt Service (12) 20,430 10,570 31,000 51.74% Total Management and Support 9,710,830 286,381 9,997,211 2.95% Public Safety
Personnel Services (13) 187,400 104,100 291,500 55.55% Contractual Services (13) 24,398,186 (783,153) 23,615,033 -3.21% Memberships and Development (13) 14,800 5,100 19,900 34.46% Supplies, Materials and Other (13) 57,300 14,900 72,200 26.00% Total Public Safety 24,657,686 (659,053) 23,998,633 -2.67% Infrastructure Maintenance Service
Personnel Services (14) 1,348,100 65,500 1,413,600 4.86% Contractual Services (14) 9,998,321 (439,619) 9,558,702 -4.40% Memberships and Development (14) 15,950 1,425 17,375 8.93% Supplies, Materials and Other (14) 106,380 744,940 851,320 700.26% Capital Outlay (14) 290,000 40,000 330,000 13.79% Total Infrastructure Maintenance Service 11,758,751 412,246 12,170,997 3.51% Planning, Engineering, Building and Safety
Personnel Services (15) 2,542,200 357,800 2,900,000 14.07% Contractual Services (15) 3,197,300 40,407 3,237,707 1.26% Memberships and Development (15) 47,378 18,630 66,008 39.32% Supplies, Materials and Other (15) 53,246 3,832 57,078 7.20% Total Planning, Engineering, Building and Safety 5,840,124 420,669 6,260,793 7.20% Transportation
Personnel Services (16) 186,300 28,300 214,600 15.19% Contractual Services (16) 1,148,000 (970,000) 178,000 -84.49% Memberships and Development (16) 4,400 (50) 4,350 -1.14% Supplies, Materials and Other 18,550 - 18,550 0.00% Total Transportation 1,357,250 (941,750) 415,500 -69.39% Environmental Services
Personnel Services (17) 570,000 (17,700) 552,300 -3.11% Contractual Services (17) 340,300 256,300 596,600 75.32% Memberships and Development (17) 7,300 600 7,900 8.22% Supplies, Materials and Other (17) 113,380 (48,200) 65,180 -42.51% Total Environmental Services 1,030,980 191,000 1,221,980 18.53% Culture, Leisure, & Recreation
Personnel Services (18) 2,590,400 306,000 2,896,400 11.81% Contractual Services (18) 1,032,843 67,200 1,100,043 6.51% Memberships and Development (18) 33,240 2,450 35,690 7.37% Supplies, Materials and Other (18) 689,800 (96,200) 593,600 -13.95% Total Culture, Leisure, & Recreation 4,346,283 279,450 4,625,733 6.43% 1 Item: 16
673
City of Lake Forest
General Fund Appropriations
Fiscal Year 2024-25
(#)
Adopted
Budget
Mid-Cycle
Adjustment
Proposed
Amended
Budget
%
Change
Community Vitality & Engagement
Personnel Services (19) 734,400 142,000 876,400 19.34% Contractual Services (19) 330,700 38,000 368,700 11.49% Memberships and Development (19) 24,460 1,730 26,190 7.07% Supplies, Materials and Other (19) 471,275 (21,800) 449,475 -4.63% Capital Outlay 10,000 - 10,000 0.00% Total Community Vitality & Engagement 1,570,835 159,930 1,730,765 10.18% TOTAL: 60,781,871 145,023 60,926,894 0.24% (#) Correlates to the numbered items on Attachment 1.
2 Item: 16
674
ATTACHMENT 4
Item: 16
675
City of Lake Forest
Estimated Revenue/Appropriation Adjustments
Fiscal Year 2024-25
(#)
Revenue
Adjustments
Appropriation
Adjustments
Net Increase/
(Decrease) to
Fund Balance
General Fund CIP (20)
CIP - Normandale Park - 375,000 Net increase (decrease) in fund balance (375,000)
Infrastructure Reserve (21)
CIP - Slurry Seal Road Rehab - (243,420) Net increase (decrease) in fund balance - 243,420 Low and Moderate Income Housing Asset (22)
Revenue 15,400
Memberships and Development - 6,100 Net increase (decrease) in fund balance 9,300
State Gas Tax HUTA (23)
Revenue (51,646)
Personnel Services (44,600)
Contractual Services 45,035
Net increase (decrease) in fund balance (52,081)
State Gas Tax RMRA (24)
Revenue 84,785
CIP - Slurry Seal Road Rehab - 4,173,730 Net increase (decrease) in fund balance (4,088,945)
Measure M2 Local Fair Share (25)
Revenue 61,882
CIP - Slurry Seal Road Rehab - 2,186,270 Net increase (decrease) in fund balance (2,124,388)
Measure M2 Senior Mobility (26)
Revenue 17,595
Contractual Services - 17,595
Net increase (decrease) in fund balance -
Supplemental Law Enforcement Services (27)
Revenue 100,000
Contractual Services - 548,000 Net increase (decrease) in fund balance (448,000)
Franchise Agreement Recycling (28)
Revenue 17,000
Contractual Services - 17,000
Net increase (decrease) in fund balance -
SB1383 Organics Waste Recycling (29)
Revenue -
Contractual Services - 45,000
Supplies, Materials and Other 188,869
Net increase (decrease) in fund balance (233,869)
Beverage Recycling (30)
Contractual Services (14,000)
Memberships and Development 2,000
Capital Outlays 25,000
Net increase (decrease) in fund balance (13,000)
1 Item: 16
676
City of Lake Forest
Estimated Revenue/Appropriation Adjustments
Fiscal Year 2024-25
(#)
Revenue
Adjustments
Appropriation
Adjustments
Net Increase/
(Decrease) to
Fund Balance
Permanent Local Housing Allocation Program (31)
Revenue 189,521
Personnel Services 120,400
Contractual Services 790,965
Net increase (decrease) in fund balance (721,844)
Community Development Block Grant (32)
Revenue 33,485
Contractual Services 38,485
CIP - Audible Pedestrian Signals 175,000
Net increase (decrease) in fund balance (180,000)
City Facilities Improvement (33)
CIP - Meeting Room Updates 310,000
Net increase (decrease) in fund balance (310,000)
Lake Forest Traffic Mitigation (34)
Revenue 262,500
Contractual Services 50,000
Net increase (decrease) in fund balance 212,500
Foothill Circulation Phasing Plan
Revenue (35) (272,950)
Net increase (decrease) in fund balance (272,950)
Totals 457,572 8,812,429 (8,354,857) (#) Correlates to the numbered items on Attachment 1.
2 Item: 16
677
ATTACHMENT 5
Item: 16
678
PROJECT DESCRIPTION:
This project makes slope and basin area improvements to reduce erosion. The project also removes dead brush and debris from the area. The slopes and basin require restablization to prevent excessive runoff and damage to the natural ecosystem. The project restores the Normandale site back to a natural environment and open space area.
Strategic Plan Goal: A. Our Livable City is well planned, attractive, and safe.
Strategic Plan Priority Area: 2. Attractive: Investment and maintenance in public facilities, infrastructure, and natural resources that enhance the visual character of the City and supports quality neighborhoods
Strategic Plan Strategy: a) Proactively enhance the visual character of the City and plan for maintenance of all City assets.
CATEGORY: Slopes/Open Space/Lake Forest Sports Park
PURPOSE:
Strategic Plan Initiative: N/A
PROJECT NUMBER:
PROJECT NAME: Normandale Open Space Area Renovations
RESPONSIBLE DEPARTMENT: Public Works (Operating)
Project
Location
Item: 16
679
FY FY FY FY FY
2023/24 2024/25 2025/26 2026/27 2027/28
Acquisition R/W
Pre-Design
Design
Const. Support
Construction 375,000$
Miscellaneous
Contingency
Total Estimate -$ 375,000$ -$ -$ -$
FY FY FY FY FY
2023/24 2024/25 2025/26 2026/27 2027/28
City Facilities -$ 375,000$ -$
Total Revenue -$ 375,000$ -$ -$ -$ FY FY
2028/29 2029/30
Acquisition R/W $ -
Pre-Design $ -
Design $ -
Const. Support $ -
Construction $ 375,000
Miscellaneous $ -
Contingency $ -
Total Estimate -$ -$ 375,000$ FY FY
2028/29 2029/30
City Facilities $ 375,000
$ -
$ -
Total Revenue -$ -$ 375,000$ Funding Source
PROJECT
ESTIMATE TOTAL
Funding Source TOTAL
PROJECT
ESTIMATE
ESTIMATED ANNUAL COST IMPACT OF PROJECT ON CITY OPERATING BUDGET:
This project would provide preventative maintenance and/or rehabilitation, which would reduce annual maintenance costs for erosion control and safety concerns.
NO PRIOR YEAR FUNDING
CURRENT AND FUTURE FUNDING
Item: 16
680
ATTACHMENT 6
Item: 16
681
PROJECT NUMBER: 25F01
PROJECT NAME: Conference Room Teams Upgrade Project
RESPONSIBLE DEPARTMENT: Information Technology (City Manager) CATEGORY: Technology
PURPOSE:
Strategic Plan Initiative: #64: Microsoft 365 Full Integration Strategic Plan Goal: B: Our Connected City is engaged, informed, and technologically current.
Strategic Plan Priority Area: 3. Technologically Current: Innovative technologies enhance organizational efficiency and help our community.
Strategic Plan Strategy: (a) Enhance efficiencies and services through technology.
PROJECT DESCRIPTION:
The Video Conference System upgrade project includes installing modern video converence technology based on Microsoft Teams into multiple conference rooms of the CivicCenter. Installation will use existing infrastructure to save costs where possible. Seven existing Lifesize video-conference room systems will be upgraded to Teams; Three rooms which do not currently have a video conference system will have a Teams system installed; and three rooms will be "optional" adds to the Project, based on the overall cost and budget.
Admin Floor 1
Admin Floor 2
Conference/Community Center
"Teams" Videoconference System Features:
1. Microsoft has embedded modern video
conference technology into the Office 365
platform the City already uses.
2. Teams is an integrated, easy-to-use product
which has "click to join" capability.
3. Teams rooms provide better "future-proofing" of
city technology due to integration with Office 365
and software enhancements.
5. The Teams upgrade can utilize many of the
existing conference room components.
6. Teams is a popular platform used by many other
agencies, unlike the Lifesize system.
7. Multiple options for certified devices - not
locked into a single manufacturer.
Rooms included in Project shown in Red (PAC is not shown):