HomeMy WebLinkAboutAgenda Report - February 21, 2007 E-11 PHAGENDA ITEM Fw-w I t
CITY OF Low
COUNCIL COMMUNICATION
T
AGENDA TITLE: Set Pubic HearMg for April 18, 2007, to Consider Adoption of Resolution
Estabil4hing Public Works Department Engineering Fees for Various
Development -Related Engineering Services; Establishing Standard Unit Prioe
SchedWe for Calculation of Engineering Fees and Improvement Security; and
Establishing Requirement for Warranty Security for Public Improvements
MEETING DATE: February 21, 2007
PREPAIWD BY: Public Works Director
RECOMMENDED ACTION: Set a public hearing for April 18, 2007, to consider the adoption of a
resolution establishing Public Works Department engineering fees
for various development -related engineering services; establish a
standard unit price schedule for calculation of engineering fees and
improvement security; and establish a requirement for warranty security for public improvements.
BACKGWUND INFORMATION: In an ongoing effort to recover Public Works Department staff costs
related to development services, staff is recommending that the fee
structure for engineering plan check and inspection services and
reimbursement agreement preparation and payment processing be
updated and that a new fee be established for the preparation of a partial acceptance of public
improvements associated with any given development project. The proposed fees are shown on Exhibit
A. Staff further recommends that a standard unit price schedule (Exhibit B) be established for the
calculation of engineering plan check and inspection fees and that warranty security be required prior to
acceptance of project improvements. These items are more fully explained below.
Engineering Plan Chegk and laspection Fees
To aid in our mission to recover staff costs for development services while maintaining fee schedules
comparable with other San Joaquin County cities, staff contracted with Ruark and Associates to review
the City's fee structure for engineering plan check and inspection fees, compare the fees with other
San Joaquin County communities and make recommendations for changes to the City's fee structure for
these services (Exhibit C). As part of this exercise, a standard unit pricing schedule for public
improvements was also developed for use in determining the project construction value on which the plan
check and inspection fees and improvement security requirements are based. It is common practice in
many communities to use such a unit price schedule to provide consistency in fee and improvement
security requirements and streamline the preparation of improvement agreements.
The five communities chosen for the fee comparison were Stockton, Lathrop, Manteca, Tracy and the
Mountain House County Services District. They were selected because they are all located within
San Joaquin County and are experiencing, or have recently experienced, significant growth due to
development. The results of the survey indicate that Lodi is currently collecting, on average, lower plan
check fees and slightly higher inspection fees than neighboring communities. It is recommended that the
fees be revised accordingly. The proposed fee schedule and standard unit pricing schedule are shown
APPROVED:
Blair K ity Manager
KAWP%DEV_8ERV\Deve4opment Fees1CC_FeeUpdate2007.doc 211512007
Set Public Hearing for April 18, 2007, to Consider Adoption of Resolution Establishing Public Works
Department Engineering Fees for Various Development -Related Engineering Services; Establishing
Standard Unit Price Schedule for Calculation of Engineering Fees and Improvement Security; and
Establishing Requirement for Warranty Security for Public Improvements
February 21, 2007
Page 2
on attached Exhibits A and B, respectively. To account for inflation, the unit price schedule shall be
adjusted annually on January 1 using the Engineering News Record (ENR) 20 Cities Construction Cost
Index.
ReimtLuMW We@Ment EtgpWqtio and Pa m nt PL
goMing Qharges
On November 6, 1991, the City Council adopted Ordinance No. 1527 (LMC 16.40) creating a procedure
for preparation and processing of public improvement reimbursement agreements. The Ordinance
provides that the City Council may adopt charges, by resolution, for the City to prepare and process said
agreements. Resolution No. 91-206, adopted November 6, 1991, established a charge for preparation of
the reimbursement agreements (1% of the reimbursable construction costs, minimum $500) and a
processing charge ($60) for collection and disbursement of each reimbursement payment. Since the
agreement preparation charge is based on the cost of the reimbursable improvements, the charge has
increased over time based on the rise in construction costs. The minimum charge, however, needs to be
adjusted to reflect increased staff costs for the basic tasks common to all projects, whether large or small,
resulting from increased personnel costs and the complexity of the reimbursement agreements. In
addition, the processing charge was established as a flat fee and needs to be updated to cover increased
City staff costs for collecting and processing reimbursement payments.
Staff recommends that the charge for reimbursement agreement preparation be established as 11% of the
reimbursable construction costs, with a minimum charge of $750, and the processing charge for each
reimbursement payment collected be set at $200 (see Exhibit A). In addition, the minimum
reimbursement agreement preparation charge and the payment processing charge shall be adjusted
annually on July 1 based on the Consumer Price Index (San Francisco, Urban, unadjusted) for the
previous calendar year, in keeping with the policy established for other engineering fees.
Partial l ceptangg Fee
It is becoming common practice for developers to request that a portion of the public improvements beim
installed in conjunction with a subdivision or other development project be accepted before all the
required improvements for the project are complete. If reasonable, staff has generally tried to
accommodate these requests. Processing the partial acceptance request requires the determination of
the cost of the completed improvements and preparation of a Council communication requesting Council
approval. Historically, staff has performed these additional tasks at no cost to the developer. However,
staff is of the opinion that, since the partial acceptance of improvements is requested by the developer for
their benefit, the costs occasioned by the City should be recovered. Staff recommends that a partial
acceptance fee be established based on time and materials using the established Public Works
Engineering Hourly Rate with a minimum fee of $250 (see Exhibit A). The minimum partial acceptance
fee shall be adjusted annually on July 1 based on the Consumer Price index (San Francisco, Urban,
unadjusted) for the previous calendar year, in keeping with the policy established for other engineering
fees.
K MPTEV_5ERV1Development Fees1CC_FeeUpdate2007.doc 2J1512007
Set Pubk Hearing for April 18, 2007, to Consider Adoption of Resolution Establishing Public Works
Department Engineering Fees for Various Development -Related Engineering Services; Establishing
Standard Unit Price Schedule for Calculation of Engineering Fees and Improvement Security; and
Establishing Requirement for Warranty Security for Public Improvements
February 21, 2007
Page 3
Warranty, Security
Under the terns of City of Lolly improvement agreements covering the installation of public
improvements, developers are required to provide improvement security in conformance with LMC
Chapter 16.28. The current requirements include improvement security for faithful performance and
labor and materials in the amounts of 100% and 50%, respectively, of the estimated cost of public
improvements to be installed with a given project. The improvement agreements also stipulate that the
developer is responsible for the repair or reconstruction of any defective work for any improvements
covered by the improvement agreement for a period of one year from the date of Council acceptance of
the improvements. There is, however, no provision in LMC Chapter 16.28 for warranty security to insure
compliance with this requirement. Currently, faithful performance security is released upon acceptance
of the completed improvements by the City Council. Staff recommends that Council require that warranty
security be provided prior to the release of the faithful performance security. This is common practice in
other San Joaquin County communities. It is recommended that the warranty security be in the amount
of ten percent (10%) of the cost of construction of the project improvements and the warranty period be
two (2) years following the date of acceptance of the improvements. For those projects receiving partial
acceptance during the course of construction, the warranty period for all required project improvements
shall commence upon the date of final acceptance for the entire project. If this provision is approved,
staff will add similar requirements to City contracts for major street and other appropriate construction
projects.
FISCAL WAPACT: There will be a modest increase in revenue to cover City costs for
engineering plan check, reimbursement agreement preparation, collection
and processing of reimbursement payments, and processing of requests for
partial acceptance of project improvements. There will be a slight decrease
in revenue for engineering inspection services. Warranty provisions will help reduce maintenance costs.
FUNDING AVAILABLE: Not applicable.
Richard C. Prima, Jr.
Public Works Director
Prepared by Sharon A. Welch, Senior Civil Engineer
RCP/SAW/pmf
Attachments
cc: Senior Civil Engineer Fujitani
AAsoc4 to Civil Engineer Chang
Senior Engineering Technicians Matsurmoto
Fork and Associates
K'MPOEV_SFMADeveloprnent Fee$\CC_Fe*Update2007.doc 2/15/2007
Engineering Fees
Plan Check, First Submittal
Plan Check, Final Approval
Inspection
Public Improvement Reimbursement Agreement
Agreement Preparation
Payment Processing
(1) Partial Acceptance
Proposed Fee
No Change
5% of first $100,000
3.5% of next $200,000
2.5% over $300,000
4% of first $250,000
3.5% of next $750,000
3.0% over $1,000,000
1 % of construction costs, minimum $750
$200
Time & Materials, minimum $250
EXHIBIT A
Existing Fee
90% of Estimated Final Approval Fee
5% of first $50,000
3% of next $200,000
2% over $250,000
4% of construction costs
1 % of construction costs, minimum $500
$60
(1) Fees shall be adjusted annually on July 1 based on the Consumer Price Index (San Francisco, Urban, unadjusted) for the previous calendar year
KAWPOEV_SERVOevelopment Fees\CC_FeeUpdate2007_ExA.x1s
UNIT PRICE LIST - 2007
Development Projects
City of Lodi
Public Works Department
Description (1)
Unit
Unit Price (2)
Site Preparation & Grading
Clearing & grubbing
Acre
$1,000.00
Lot grading
EA
$1,500.00
Earthwork
CY
$2.00
Imported Fill
CY
$12.00
Remove existing pavement
SF
$6.00
Remove existing sidewalk
SF
$6.00
Remove existing curb & gutter
LF
$11.00
Remove concrete underground structures
CY
$30.00
Remove existing abandoned utilities
LF
$15.00
Tree removal
EA
$200.00
Remove existing barricade
EA
$500.00
Erosion Control
Stabilized Construction Entrance
EA
$1,000.00
Concrete Washout Structure
EA
$4,000.00
Erosion Control
Acre
$2,000.00
Miscellaneous
Landscape & Irrigation
SF
$10.00
Street Trees
EA
$200.00
Median Landscape & Irrigation
SF
$10.00
Masonry Wall 7'
LF
$100.00
Masonry Wall (8')
LF
$125.00
Retaining Wall < 2'
LF
$50.00
Retaining Wall < 3'
LF
$55.00
Retaining Wall 3' to 4'
LF
$70.00
Retaining Wall (over 4')
LF
$90.00
Fence Removal
LF
$5.00
Engineering & Surveying
LS
3% of Construction Costs
Contingencies
LS
10% of Construction Costs
Street System
Roadway Excavation
CY
$20.00
Compact Original Ground (0.50')
SF
$0.20
Page 1 of 4
Description ���
Unit
Unit Price (2)
Compact Original Ground (0.67')
SF
$0.20
Compact Native Material 0.50'
SF
$0.25
Aggregate Base, Class II (0.30')
SF
$0.60
Aggregate Base, Class II 0.40'
SF
$0.70
Aggregate Base, Class II (0.50')
SF
$0.80
Aggregate Base, Class II 0.60'
SF
$1.00
Aggregate Base, Class II (0.70')
SF
$1.20
Aggregate Base, Class II 0.80'
SF
$1.35
Aggregate Base, Class II (0.90')
SF
$1.50
Aggregate Base, Class II 1.0'
SF
$1.65
Asphalt Concrete, Type B (0.25')
SF
$1.25
Asphalt Concrete, Type B 0.30'
SF
$1.35
Asphalt Concrete, Type B (0.35')
SF
$1.45
Asphalt Concrete, Type B 0.40'
SF
$1.60
Asphalt Concrete, Type B (0.50')
SF
$1.75
Asphalt Concrete, Type B 0.60'
SF
$2.00
Asphalt Concrete, Type B (0.70')
SF
$2.25
Asphalt Concrete, Type B 0.80'
SF
$2.50
Asphalt Concrete, Type B (0.90')
SF
$2.80
Asphalt Concrete, Type B 1.0'
SF
$3.00
Asphalt Overlay (0.10')
SF
$0.50
Asphalt Overlay 0.15'
SF
$0.75
Slurry
SF
$0.15
Sawcut
LF
$3.00
Grind
SF
$0.20
Rolled Curb, Gutter, & Sidewalk
LF
$22.00
Vertical Curb & Gutter
LF
$22.00
Sidewalk
SF
$5.50
Vertical Curb, Gutter & Sidewalk (5')
LF
$25.00
Vertical Curb, Gutter & Sidewalk 7'
LF
$35.00
Curb Return, including HC Ramp
EA
$2,500.00
Mid -block HC Ramp
EA
$2,000.00
Concrete subgrade compaction
SF
$2.50
Residential Driveway 16' wide
EA
$1,500.00
Commercial Driveway (24' wide)
EA
$2,500.00
Special Commercial Driveway
EA
$5,000.00
Median Curb
LF
$20.00
Dead End Barricade Standard Plan 128
EA
$600.00
Dead End Barricade (Standard Plan 139)
EA
$750.00
Sidewalk Barricade
EA
$500.00
6" Asphalt Concrete Berm
EA
$20.00
5' Asphalt Concrete Ramp
EA
$600.00
Header Board
LF
$50.00
Street Name Sign & Post
EA
$450.00
Page 2 of 4
Description ���
Unit
Unit Price (2)
Flexible Paddle Markers/Delineators
EA
$60.00
Remove -Relocate Existing Sin
EA
$300.00
Street Lights (Pedestal Type 100 Watt)
EA
$3,000.00
Street Lights Mast Type 100 Watt
EA
$2,100.00
Street Lights (Mast Type 250 Watt)
EA
$2,500.00
Survey Monument
EA
$600.00
Traffic Signal
EA
$300,000.00
Traffic Signs
EA
$450.00
Traffic Striping
LF
$1.00
Storm Drain System
12" Storm Drain Pipe PVC
LF
$35.00
12" Storm Drain Pipe (RCP)
LF
$35.00
15" Storm Drain Pipe PVC
LF
$45.00
15" Storm Drain Pipe (RCP)
LF
$45.00
18" Storm Drain Pipe PVC
LF
$55.00
18" Storm Drain Pipe (RCP)
LF
$55.00
21" Storm Drain Pipe RCP
LF
$60.00
24" Storm Drain Pipe (RCP)
LF
$65.00
30" Storm Drain Pipe RCP
LF
$70.00
36" Storm Drain Pipe (RCP)
LF
$80.00
42" Storm Drain Pipe RCP
LF
$110.00
48" Storm Drain Pipe (RCP)
LF
$150.00
48" Storm Drain Manhole
EA
$3,000.00
60" Storm Drain Manhole
EA
$4,000.00
72" Storm Drain Manhole
EA
$5,500.00
Side Inlet Catch Basin
EA
$2,000.00
Drop Inlet Catch Basin w/AC Apron
EA
$1,500.00
24" Riser
EA
$350.00
Connect to Existing Storm Drain
EA
$5,000.00
Adjust Manhole to Grade
EA
$500.00
Sanitary Sewer System
6" Sanitary Sewer Pipe VCP
LF
$15.00
6" Sanitary Sewer Pipe (PVC)
LF
$12.00
8" Sanitary Sewer Pipe VCP
LF
$25.00
8" Sanitary Sewer Pipe (PVC)
LF
$22.00
10" Sanitary Sewer Pipe VCP
LF
$30.00
10" Sanitary Sewer Pipe (PVC)
LF
$25.00
12" Sanitary Sewer Pipe VCP
LF
$35.00
12" Sanitary Sewer Pipe (PVC)
LF
$30.00
15" Sanitary Sewer Pipe VCP
LF
$45.00
15" Sanitary Sewer Pipe (PVC)
LF
$40.00
18" Sanitary Sewer Pipe VCP
LF
$60.00
Page 3 of 4
1:/:11:1 k 9:1
Description ���
Unit
Unit Price (2)
18" Sanitary Sewer Pipe (PVC)
LF
$65.00
21" Sanitary Sewer Pipe VCP
LF
$65.00
24" Sanitary Sewer Pipe (VCP)
LF
$65.00
Sanitary Sewer Manhole 48"
EA
$2,500.00
Sanitary Sewer Manhole (60")
EA
$4,500.00
Sanitary Sewer Drop Manhole
EA
$3,500.00
Sanitary Service with Cleanout
EA
$550.00
4" Service with No Cleanout
EA
$450.00
Sanitary Sewer Riser
EA
$350.00
Lamphole
EA
$550.00
Connect to Existing Sanitary Sewer
EA
$5,000.00
Adjust Manhole to Grade
EA
$500.00
Water System Domestic & Rec led
6" Water Pipe (DIP)
LF
$35.00
6" Water Pipe PVC
LF
$30.00
8" Water Pipe (DIP)
LF
$45.00
8" Water Pipe PVC
LF
$40.00
10" Water Pipe (DIP)
LF
$50.00
10" Water Pipe PVC
LF
$45.00
12" Water Pipe (DIP)
LF
$55.00
12" Water Pipe PVC
LF
$50.00
14" Water Pipe (DIP)
LF
$60.00
14" Water Pipe PVC
LF
$55.00
6" Gate Valve
EA
$1,000.00
8" Gate Valve
EA
$1,200.00
10" Gate Valve
EA
$1,500.00
12" Gate Valve
EA
$1,800.00
14" Gate Valve
EA
$2,100.00
Adjust Valves to Grade
EA
$500.00
Fire Hydrant Assembly
EA
$3,000.00
Blowoff Permanent
EA
$1,200.00
Blowoff (Temporary)
EA
$400.00
Connect to Existing Water
EA
$5,000.00
1" Water Service w/Meter Box
EA
$750.00
1" Water Service w/No Meter Box
EA
$600.00
1'/2' Water Service w/Meter Box
EA
$850.00
2" Water Service w/Meter Box
EA
$1,000.00
(1) For construction items not listed, the unit price shall be determined by the City Engineer
(2) Unit prices listed are minimums.
Page 4 of 4
Exhibit C
City of Lodi
Update Existing Fee Structure
for
Plan Checking and Inspection Services
October 2006
Prepared By:
Ruark and Associates
2303 Camino Ramon, Suite 270
San Raman, California 94583
(925) 820-7050
Table of Contents
Executive Summary . 1
Project Understanding 2
The City of Lodi's Existing Plan Check and Inspection Fees 2
Comparison Communities' Existing Plan Check and Inspection Fees
Average Charges 4
Modified Average 5
Recommended Fee for Plan Check Services 6
Recommended Fee for Inspection Services 6
3
' Update Existing Fee Structure For Plan Check and inspection Services
Lodi, California
' Executive Summary
' The City of Lodi has established plan check and inspection fees for development
projects. The City has contracted with Ruark and Associates to compare the City's fee
structure with five other communities within the County of San Joaquin and to make
' recommendations regarding the City's fee structure. The City of Lodi's charges are
based on an approved estimated cost of public improvements. The estimate must be
approved by the City. The following is the current fee for plan check and inspection
services:
Plan Check 5% for first $50,000
3% for the next $200,000
' 2% for every dollar over $250,000
Insyection 4% for every dollar
1
After comparing the existing plan check and inspection fees for San Joaquin County
' communities of Stockton, Lathrop, Tracy, Manteca and Mountain House with those of
the City of Lodi, the City is collecting fewer fees on the average than the other
comparison communities for plan check services and slightly higher fees for inspection
' services than their neighboring communities. Ruark and Associates recommends that
the City modifies their plan checking and inspection fees as follows:
Plan Check 5 % for first $100,000
3.5% for the next $200,000
2.5% for every dollar over $300,000
' lnsmction 4% for first $250,000
3.5% for the next $750,000
3.0% for every dollar over $1,000,000
Page 1 of 6 October 2006
Update Existing Fee Structure For Plan Check and inspection Services
Lodi. California
Project Understanding
Background
The City of Lodi has established plan check and inspection fees for development
projects. The City has contracted with Ruark and Associates to compare the City's fee
structure with five other communities within the County of San Joaquin and to make
recommendations regarding the City's fee structure. This report will compare the
existing plan check and inspection fees for the City of Lodi with the following
communities:
1. The City of Stockton
2. The City of Lathrop
3. The City of Manteca
4. The City of Tracy
5. The Mountain House County Service District
Comparison Communities
' The five communities above were chosen because they are all located within San
Joaquin County and are or have recently experienced significant amount of growth due
to development.
' The City of Lodi's Existing Plan Check and Inspection Fee
' The City of Lodi's charges are based on an approved estimated cost of public
improvements. The estimate must be approved by the City. The following is the
current fee for plan check and inspection services:
' Plan Check 5% for first $50,000
3% for the next $200,000
2% for every dollar over $250,000
' Inspection 4% for every dollar
Page 2 of 6 October 2006
Update Existing Fee Structure For Plan Check and inspection Services
Lodi, California
Comparison Communities' Existing Plan Check and Inspection Fees
All of the comparison communities' charges are based on an approved estimated cost
of public improvements. The estimate must be approved by the community. The
following are the fees for plan check and inspection services for the comparison
communities:
City of Stockton
Plan Check 5.5% for first $100,000
3% for the next $650,000
2% for every dollar over $750,000
Inspection 3.5% for every dollar
Plan Check 5.5% for first $25,000
4.5% for the next $225,000
3.5% for every dollar over $250,000
Inspection 3% for every dollar
Plan Check and Inspection together ther 2% for every dollar
Plan Check 5.68% for every dollar
Inspection 3.5% for every dollar
Plan Check 7.22% for first $50,000
4.2% for the next $250,000
1.95% for every dollar over $250,000
Inspection 6.88% for first $200,000
3.85% for the next $300,000
2.75% for the next $500,000
2.25% for every dollar over $1,000,000
Page 3 of 6 October 2006
171
Update Existing Fee Structure For Plan Check and inspection Services
Lodi. California
Average Charges
Table 1 presents the fees for plan check and inspection services for each
community along with the average fee charged. The plan check fee charged by
the majority of the communities is on a sliding scale. This sliding scale
recognizes that the effort to check a small amount of improvements is greater
on a dollar for dollar basis than when there are a lot of improvements. The
sliding scale recognizes the economy of scale. Two cities (Tracy and Manteca)
charge flat rates. However, most of the communities charge a flat rate for
inspection services. The average fees charged are as follows:
Plan Check 5% for first $25,000
4.83% for the next $25,000
4% for the next $50,000
3.58% for the next $150,000
3.25% for the next $50,000
2.87% for the next $450,000
2.70% for every dollar over $750,000
Inspection 3.65% for first $200,000
3.14% for the next $300,000
2.96% for the next $500,000
2.88% for every dollar over $1,000,000
Table 1
Existing Fees for Plan Check and Inspection Services
Plan Check
Lodi
Lathrop
Tracy
Stockton
Mountain
House
Manteca
Average
First 25k
5%
5.5%
5.78%
5.5%
7.22%
2%
5%
Next 25k
5%
4.5%
5.78%
5.5%
7.22%
2%
4.83%
Next 50k
3%
4.5%
5.78%
5.5%
4.2%
2%
4%
Next 150k
3%
1 4.5%
5.78%
3.0%
4.2%
2%
3.58%
Next 50k
2%
3.5%
5.78%
3.0%
4.2%
2%
3.25%
Next 450k
2%
3.5%
5.78%
3.0%
1.95%
2%
2.87%
Next 750k
2%
3.5%
5.78%
2.0%
1.95%
2%
2.70%
Inspection
First 200k
4%
3%
3.5%
3.5%
6.88%
included
in plan
check fee
1
3.65%
Next 300k
4%
3%
3.5%
3.5%
3.85%
3.14%
Next 500k
4%
3%
3.5%
3.5%
2.75%
2.96%
Over I Mil
4%
3%
3.5%
1 3.5%
1 2.25%
1 2.88%
Page 4 of 6
October 2006
Update Existing Fee Structure For Plan Check and inspection Services
Lodi, California
Modified Average
The above average indicates that two things are occurring with Lodi's existing fees.
The City is collecting fewer fees on the average than the other comparison
communities for plan check services and slightly higher fees for inspection services
than their neighboring communities. However to get a more accurate average of the
appropriate fees to collect, we recommend that the fees charged by the City of Tracy
and the City of Manteca be removed from the averages since they do not recognize the
economy of scale and skew the averages. Table 2 presents the revised averages.
Plan Check 5.8% for first $25,000
5.56% for the next $25,000
4.3% for the next $50,000
3.68% for the next $150,000
3.2% for the next $50,000
2.49% for the next $450,000
2.36% for every dollar over $750,000
Inspection 4.35% for first $200,000
3.59% for the next $300,000
3.31 % for the next $500,000
3.12% for every dollar over $1,000,000
Table 2
Average Without Tracy and Manteca
Plan Check
Lodi
Lathrop
Stockton
Mountain
House
Average
First 25k
5%
5.5%
5.5%
7.22%
5.8%
Next 25k
5%
4.5%
5.5%
7.22%
5.56%
Next 50k
3%
4.5%
5.5%
4.2%
4.3%
Next 150k
3%
4.5%
3.0%
4.2%
3.68%
Next 50k
2%
3.5%
3.0%
4.2%
3.2%
Next 450k
2%
3.5%
3.0%
1.95%
2.49%
Next 750k
2%
3.5%
2.0%
1.95%
2.36%
Inspection
First 200k
4%
3%
3.5%
6.88%
4.35%
Next 300k
4%
3%
3.5%
3.85%
3.59%
Next 500k
4%
3%
3.5%
2.75%
3.31%
Over 1 Mil
4%
3%
3.5%
2.25%
3.12%
Page 5 of 6 October 2006
' Update Existing Fee Structure For Plan Check and inspection Services
Lodi, California
IRecommended Fee for Plan Check Services
I In order for a fee to be usable it must be easily understood and practical to use. The
above averages while valuable for comparison has too many levels for simplicity
sake. We recommend that the City should still use a sliding scale for plan check
I services and that no more than three levels be used. However we recommend that the
levels for changing the fees be slightly modified. We recommend the following for
plan check services:
Plan Check 5 % for first $100,000
3.5% for the next $200,000
2.5% for every dollar over $300,000
Recommended Fee for Inspection Services
In order fora fee to be usable it must be easily understood and practical to use. The
I above averages while valuable for comparison has too many levels for simplicity
sake. We recommend that the City should still use a sliding scale for inspection
services and that no more than three levels be used. We recommend the following for
Iinspection services:
lnsnection 4% for first $250,000
I 3.5% for the next $750,000
3.0% for every dollar over $1,000,000
Page 6 of 6 October 2006
CITY COUNCIL
BOB JOHNSON, Mayor
JOANNE L. MOUNCE
Mayor Pro Tempore
LARRY D. HA14SEN
SUSAN HITCHCOCK
PHIL KATZAKIAN
CITY OF LODI
PUBLIC WORKS DEPARTMENT
CITY HALL, 221 WEST PINE STREET
P.O. BOX 3006
LODI, CALIFORNIA 95241-1910
(209)333-6706
FAX (209) 333-6710
EMAIL pwdept@lodi.gov
http:\\www.lodi.gov
February 16, 2007
Ruark and Associates
2303 Carr�iino Ramon, ;lite. 270
Son Ramon, CA 94583
BLAIR KING
City Manager
RANDI JOHL
City Clerk
D. STEVEN SCHWASAIIER
City Attorney
RICHARD C. PRIMA, JR.
Public Works Director
SUBJECT: Set Public Hearing for April 4, 2007, to Consider Adoption of Resolution
Establishing Public Works Department Engineering Fees for Various
Development -Related Engineering Services; Establishing Standard Unit
Price Schedule for Calculation of Engineering Fees and Improvement
Security; and Establishing Requirement for Warranty Security for Public
Improvements
Enclosed is a copy of background information on an item on the City Council agenda of
Wednesday, February 21, 2007. The meeting will be held at 7 p.m. in the
City Council Chamber, Carnegie Forum, 305 West Pine Street.
This item is on the consent calendar and is usually not discussed unless a
Council Member requests discussion. The public is given an opportunity to address
iterns on the consent calendar at the appropriate time.
If you wish to write to the City Council, please address your letter to City Council,
City of Lodi, P. O. Box 3006, Lodi, California, 95241-1910. Be sure to allow time for the
mail. Or, you may hared -deliver the letter to City Hall, 221 West Pine Street.
If you wish to address the Council at the Council Meeting, be sure to fill out a speaker's
card (available at the Carnegie Forum immediately prior to the start of the meeting) and
give it to the City Clerk. If you have any questions about communicating with the
Council, please contact Randi Johl, City Clerk, at (209) 333-6702.
If you have any questions about the item itself, please call Sharon Welch,
Senior Civil Engineer, at (209) 333-6800, extension 2659.
INUOR,
—'�
I#chard C. Prima, Jr.
_�r t Plublic Works Director
RCPlpmf
Enclosure
C#y Cleric
NCC FEEUP0ATE2007.DOC
Phuve Pt
!thisfax,
CITY OF LODI
P. O. BOX 3006
LODI, CALIFORNIA 95241-1910
ADVERTISING INSTRUCTIONS
SUBMECT: PULIC HEARING TO CONSIDER RESOLUTION ESTABLISHING
PUBLIC WORKS DEPARTMENT ENGINEERING FEES FOR VARIOUS
DEVELOPMENT -RELATED ENGINEERING SERVICES; ESTABLISHING
STANDARD UNIT PRICE SCHEDULE FOR CALCULATION OF
ENGINEERING FEES AND IMPROVEMENT SECURITY; AND
ESTABLISHING REQUIREMENT FOR WARRANTY SECURITY FOR
PUI1LIC IMPROVEMENTS
PUBLISH DATE: SATURDAY, FEBRUARY 24, 2007
TEAR SHMTS WANTED: Ore ill g"aaa
SEND APF'IDAVIT AND BILL TO: RANDI JOHL, CITY CLERK
City of Lodi
P.O. Box 3008
Lodi, CA 95241-1 91 0
DATIID: THURSDAY, FEBRUARY 22, 2007
ORDIRED BY: RA14DI JOHL
CITY CLERK
J
JM
EA!
F'ERRIN, CMS
DANA R. CHAPMAN
D
_
Y Cl
CLERK
ADMINISTRATIVE CLERK
forms\advins.doc
_moi:: • • a
PUBLIC HIIPRING TO CONSIDER RESOLUTION ESTABLISHIING
PUBLIC WO�S DEPARTMENT ENGINEERING FEES FOR VARIOUS
DEVELOPME RELATED ENGINEERING SERVICES; ESTABLISHING
STANDARD UNIT"ICE SCHEDULE FOR CALCULATION OF ENG+NVEERING
FEES AND IMPROVEMENT SECURITY; AND ESTABLISHING REOUIREMENT
FOR WA*RANTY SECURITY FOR PUBLIC IMPROVEMENTS
On Friday, February 23, 2007, in the City of Lodi, San Joaquin County, California, a
copy of a Notice of Public Hearing to consider resolution establishing Public Works
Department engineering fees for various development -related engineering services;
establishing standard unit price schedule for calculation of engineering fees and
improvement security; and establishing requirement for warranty security for public
improvements (attached hereto, marked Exhibit "A") was posted at the following four
locations:
Lodi Public Library
Lodi City Clerk's Office
Lodi City Hall Lobby
Lodi Carnegie Forum
I declare under penalty of perjury that the foregoing is true and correct.
Executed on February. 23, 2007, at Lodi, California.
f-
FER 14 PERRIN, CMC
UTY CITY CLERK
N:1Administration\CLERKIFormxXDECPOST3.DOC
ORDERED BY:
RAID JOHL
CITY CLERK
DANA R. CHAPMAN
ADMINISTRATIVE CLERK
CITY OF LODI
Carnegie Forum
305 West Pine Street, Lodi
04
NOME OF PUBLIC HEARING
Date: April 18, 2007
Time: 7:00 p.m.
For information regarding this notice please contact:
Randi Johl
City Clerk
Telephone: (209) 333-6702
NOTICE OF FUNLIC H EAIEMO
EXHIBIT]A
NOTICE 19 HERMY GIVIEN that on Wednesfy; April 18, 2007, at the hour of
7:00 p.m,, or as soon thereafter as the matter may be heard, the City Council will
conduct a public hearing at the Carnegie Forum, 305 West Pine Street, Lodi, to
consider the following matter:
a) Resolution establishing Public Works Department engineering fees for
various development -related engineering services; establishing standard
unit price schedule for calculation of engineering fees and improvement
security; and establishing requirement for warranty security for public
improvements
Information regarding this item may be obtained in the Public Works
Department, 221 West Pine Street, Lodi, (209) 333-6706. All interested persons
are invited to present their views and comments on this matter. Written
statements may be filed with the City Clerk, City Hall, 221 W. Pine Street, 2"d
Floor, Lodi, 95240, at any time prior to the hearing scheduled herein, and oral
statements may be made at said hearing.
If you challenge the subject matter in court, you may be limited to raising only
those issues you or someone else raised at the public hearing described in this
notice or in written correspondence delivered to the City Clerk, 221 West Pine
Street, at or prior lo the close of the public hearing.
aJohl
f the Lodi City Council:
City Clerk
00od: February 21, 2007
=—'MW AFS'A
D. Stephen Schwebauer
City Attorney
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