HomeMy WebLinkAboutAgenda Report - May 2, 2007 I-01 PHAGENDA ITEM I+ I
CITY OF LODI
COUNCIL COMMUNICATION
AGENDA TITLE: Public Hearing 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
MEETING DATE: May 2,2007 (Continuedfrom April 18,2007)
PREPARED BY: Public Works Director
RECOMMENDED ACTION: 1) Conduct a public hearing to consider the 2) adopt 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 requirementfor warranty security for public improvements.
BACKGROUND 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
ExhibitA. 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 Check and Inspection 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 recommendation sfor changes to the City's fee structure for
these services (Exhibit C). As part of this exercise, a standard unit pricing schedule for public
improvementswas also developed for use in determining the project construction value on which the plan
check and inspection fees and improvement security requirements are based. Itis 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. The proposed fee schedule and standard unit pricing schedule are shown on attached
Exhibits 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.
APPROVED: l
Blair , City Manager
KAWPIDEV_SERV0eve1Dpment Fees1CC_FeeUpdate2007_PH.doc 411912007
Public Hearing 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 Requirementfor
Warranty Security for Public Improvements
May 2, 2007 (Continued from April 18, 2007)
Page 2
ReimbursementAareement Preparation and Payment Processina Charaes
On November6, 1991, the City Council adopted Ordinance No. 1527 (LMC 16.40) creating a procedure
for preparation and processing of public improvement reimbursementagreements. The reimbursement
agreements identify the reimbursable construction costs (the cost of improvements that benefit other
properties or which would be required to be constructed by those properties upon development) and set
forth the terms for the collection and disbursement of those reimbursable costs. 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 reimbursementagreement preparation be established as 1 % of the
reimbursable construction costs, with a minimum charge of $750, and the processing charge for each
reimbursement payment collected beset at $200 (see ExhibitA). 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 Acceptance Fee
It is becoming common practicefor developers to requestthat a portion of the public improvements being
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 improvementsand 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 ExhibitA). 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.
KAWMDEV_5EMADevelopment Fees\CC_FeeUpdate2007_PH.doc 4!1912007
Public Hearing 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 Requirementfor
Warranty Securityfor Public Improvements
May 2, 2007 (Continued from April 18, 2007)
Page 3
Warrantv Security
Under the terms of City of Lodi improvement agreements covering the installation of public
improvements, developers are required to provide improvement security in conformance with Lodi
Municipal Code (LMC) Chapter 16.28. The current requirements include improvement security in the
amount of 100% of the total estimated cost of public improvements plus engineering costs of surveying,
record drawings and certifications as security for the faithful performance of the terms of the improvement
agreement (faithful performance security) plus improvement security in the amount of 50% of those same
costs as security for the payment of all persons performing labor and furnishing materials in connection
with the construction of the improvements covered by the improvement agreement (labor and materials
security). The improvement agreements also stipulate that the developer is responsiblefor 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
total cost of the project improvements plus engineering costs of surveying, record drawings and
certifications 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 requirementsto City contracts for
major street and other appropriate construction projects.
In summary, required improvement security would include the following in the amounts indicated based
on the total cost of public improvements plus engineering costs of surveying, record drawings and
certifications:
Faithful Performance Security (100%)
Labor and Materials Security (50%)
Warranty Security (10%)
FISCAL IMPACT: 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.
Pu'bTic Works Director
Prepared by Sharon A. Welch. Senior Civil Engineer
RCP/SAW/pmf
Attachments
cc: Senior Civil Engineer Fujitani Associate Civil EngineerChang
Senior Engineering Technician Matsumoto Ruark and Associates
KAWPOEV_SERVOevelopment Fees\CC_FeeUpdate2007_PH.doc 4/19/2007
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 Ramon, 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 3 4
Recommended Fee for Inspection Services 6
IUpdate Existing Fee Structure For Plan Check and inspection Services
Lodi. California
IExecutive 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 Lod i'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
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
'
Insuection 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
IUpdate Existing Fee Structure For Plan Check and inspection Services
Lodi, California
I
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.
1
' The City of Lodi's Existing Plan Check and Inspection Fee
' The City of Lod is 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
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I
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I
1
1
Update Existing Fee Structure For Plan Check and inspection Services
Lodi. California
Comparison Communities' Existing Plan Check and Inspection Fees
A 11 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:
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 2% for every dollar
Plan Check
5.68% for every dollar
Inspection
3.5% for every dollar
House County Service jDistrict
Mountain
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
Update Existing Fee Structure For Plan Check and inspection Services
Lodi, California
1
IAverage 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
n
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 I
Existing Fees for Plan Check and Inspection Services
Plan Check
Lodi
Lathrop
Traev
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%
1 3.0%
1.95%
20/6
2.87%
Next 750k
2%
3.5%
1 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 l Mil
4%
3%
3.5%
3.5%
2.25%
2.88%
Page 4 of 6
October 2006
IUpdate Existing Fee Structure For Plan Check and inspection Services
Lodi, California
I 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% forthe 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
' lnsnection 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 1.95%
1 .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%
Page 5 of 6 October 2006
IUpdate Existing Fee Structure For Plan Check and inspection Services
Lodi, California
IRecommended Fee for Plan Check Services
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
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
I
IRecommended Fee for Inspection Services
In order for a 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
inspection services:
Inspection 4% for first $250,000
3.5% for the next $750,000
3.01/o for every dollar over $1,000,000
Page 6 of 6 October 2006
RESOLUTION NO. 2007-78
A RESOLUTION OF THE LODI CITYCOUNCIL ESTABLISHING PUBLIC WORKS
DEPARTMENT ENGINEERINGf= EES FOR VARIOUS DEVELOPMENT -RELATED
ENGINEERING SERVICES; ESTABLISHING STANDARD UNIT PRICE SCHEDULE
FOR CALCULATION OF ENGINEERING FEESAND IMPROVEMENT SECURITY:
AND ESTABLISHING REQUIREMENT FOR WARRANTY SECURITY FOR
PUBLIC IMPROVEMENTS
WHEREAS, the Lodi Municipal Code requires the City Council, by resolution, to s6t fees for various
services provided by the City of Lodi to recover those costs associated with providing specific services and
programs: and
WHEREAS, in an ongoing effortto recover Public Works Department staff costs related to development
services, staff recommends 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, as shown on ExhibitA; and
WHEREAS, staff further recommends that a standard unit price schedule be established for the
calculation of engineering plan check and inspection fees and that warranty security be required prior to
acceptance of project improvements, as shown on Exhibit B,
NOW, THEREFORE, BE IT RESOLVEDthat the City Council finds as follows:
That the fee structure for engineering plan check and inspection services and reimbursement
agreement preparation and payment processing be established and a new fee be established
for the preparation of a partial acceptance of public improvements associated with any given
development project, as shown on ExhibitA attached and made a part hereof; and
2. That a standard unit price schedule be established for the calculation of engineering plan check
and inspection fees and that warranty security be required prior to acceptance of project
improvements, as shown on Exhibit B attached and made a part hereof, and
3. All resolutions or parts of resolutions in conflict herewith are repealed insofar as such conflict
may exist; and
4. This resolution shall be published one time in the "Lodi News -Sentinel," a daily newspaper of
general circulation printed and published in the City of Lodi, and shall be in force and take effect
immediately upon its adoption.
Dated: May2,2007
hereby certify that Resolution No. 2007-78 was passed and adopted by the City Council of the City of
Lodi in a regular meeting held May 2, 2007, by the following vote:
AYES: COUNCIL MEMBERS — Hansen, Hitchcock, Katzakian, Mounce, and MayorJohnson
NOES: COUNCIL MEMBERS —None
ABSENT: COUNCIL MEMBERS— None
ABSTAIN: COUNCILMEMBERS — None
I JOHL
City Clerk
KGOMW
Engineering Fees
Plan Check, First Submittal
Plan Check, Final Approval
Inspection
Public Improvement ReimbursementAgreement
Agreement Preparation
Payment Processing
t'} Partial Acceptance
Proposed Fee
No Change
5% of fast $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
�'t Fees shall be adjusted annually on July 1 based on the ConsumerPrice Index (San Francisco. Urban, unadjusted)for the previous calendaryear
KAWRDEV_SEKNADevebMent Fees1CC_FeeUpdate2DO7 ExA.x1s
EXHIBIT B
UNIT PRICE LIST- 2007
Development Projects
City of Lodi
Public Works Department
Description 1�1
Unit
Unit Price 12)
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
Remov
E4
$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 T
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
EngineeringEngineeflng & Surveying
LS
3% of Construction Costs
Contingencies
LS
10% of Construction Costs
Street System
Roadway Excavation
CY
$20.00
Compact Or!inalGround 0.50.
SF
0. gn
Page 1 of
EXHIBIT
Description 111
Unit
Unit Pride tel
Compact Ori final Ground 0.67'
SF
$0.20
Compact Native Material 0.50'
SF
$0.25
Aggregate Base, Class II 0.39
SF
$0.60
Aggregate Base, Class II 0.40'
SF
'$0.70
Aggregate Base, Class II 0.50'
SF
$0.60
Aggregate Base, Class Il 0.60'
SF
$1.00
Aggregate Base, Class li 0.70'
SF
$1.20
Aggregate Base, Class 11 0.80'
SF
$1.35
Ag2regate Base, Class It 0.90'
SF
$1.50
Aggregate Base, Class II 1.0'
SF
$1.65
Asphalt Concrete, T e B 0.25'
SF
$1.25
As halt Concrete, Type B 0.30'
SF
$1.35
Asphalt Concrete, Type B 0.35'
SF
$1.45
As hatt Concrete, Type B 0.40'
SF
$1.80
Asphalt Concrete, Type B 0.50'
SF
$1.75
As haft Concrete, Type B 0.60'
SF
$2.00
As halt Concrete; Type B 0.70'
SF
$2.25
As halt Concrete, Type B 0.80'
SF
$2.50
Asphalt Concrete, Type B 0.90'
SF
$2.80
As halt Concrete, Type B 1.0'
SF
$3.00
Asphalt Overla 0.10'
SF
$0.50
As halt 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 sub rade eomaction
SF
$2.50
Residential Driveway (16' wide
EA
$1,500.00
Commercial Ddveway JZ4LMide)E4
$2,500.00
Special Commercial Driveway
EA
$5,000.00
Median Curb
LF
$20.00
Dead End Barricade(Standard Paan 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' As halt Concrete Ramp
EA
$600.00
Header Board
LF
$50.00
Street Name Sign &Past
EA
$450.00
Page 2 of 4
EXHIBIT B
Description �'f
Unit
Unit Price tsl
Flexible Paddle Markers/Delineators
EA
$60.00`
Remove -Relocate Existing Sin
EA
$300.0b
Street Lights Pedestal Type 100 Watt
EA
$3,000.00
Street Lights Mast Type 100 Wait
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 Pie PVC
LF
$35.00
12" Storm Drain Pie RCP
LF
$35.00
15" Storrs Drain Pie PVC
LF
$45.00
15" Storm Drain Pie RCP
LF
$45.00
18" Storm Drain Pie PVC
LF
$55.00
18" Storm Drain Pie RCP
LF
$55.00
21" Storm Drain Pie RCP
LF
$60.00
24" Storm Drain Pie RCP
LF
$65.00
30" Storm Drain Pie RCP
LF
$70.00
36" Storm Drain Pi RCP
LF
$80.00
42" Storm Drain Pie RCP
LF
$110.00
48" Storm Drain Pie 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/ACApron
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
Sanitag Sewer System
" Sanita Sewer Pie VCP
LF
$15.00
6" Sanitary Sewer Pie PVC
LF
$12.00
8" Sanitary Sewer Pie VCP
LF
$25.00
8" Sanitary Sewer Pipe (PVC)
LF
$22.00
10" Sanita Sewer Pie VCP
LF
$30.00
10" Sanitary Sewer Pipe (PVC)
LF
$25.00
12" Sanitary Sewer Pie VCP
LF
$35.00
12" Sanitary Sewer Pie PVC
LF
$30.00
15" Sanitary Sewer Pie VCP
LF
$45.00
15" Sanita Sewer Pie PVC
LF
$4,0.00
18" Sanitary Sewer Pipe (VCP)
LF
$60.00
Page 3 of 4
EXHIBIT B
Description (1)
Unit
Unit Pride t�1
18" Sanitary Sewer Pie PVC
LF
$65.00
21" Sanitary Sewer Pi VCP
LF
$65.00
24" Sanitary Sewer Pi 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
Lam hole
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 Pie PVC
LF
$40.00
10" Water Pie DIP
LF
$50.00
10" Water Pipe (PVC)
LF
$45.00
12" Water Pipe (DIP)
LF
$55.00
12" Water Pie PVC
LF
$50.00
14"Water Pipe DIP
LF
$60.00
14" Water P' a PVC
LE
$55.00
6" Gate Valve
EA
$1,000.00
8" Gate Valve
EA
$1,2:00.00
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 wlMeter Box
EA
$750.00
1"Water Servicew/No Meter Box
EA
$600.00
V/" Water Service wlMeter Box
EA
$850.00
2" Water Service wlMeter Box
EA
$1,000.00
Page 4 of 4
DECLARATION OF POSTING
CONTINUED 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
On Friday, April 20, 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 April 20, 2007, at Lodi, California.
JIFNNIFER PERRIN. CMC
D`� UTY CIT` CLERK
N:1AdministrationlG.ERK\Forms\DECPOST3.DOC
ORDERED BY:
RANDI JOHL
CITY CLERK
DANA R. CHAPMAN
ADMINISTRATIVE CLERK
a I: CITY OF LODI
Carnegie Forum
305 West Pine Street, Lodi
NOTICE OF PUBLIC HEARING
Date: May 2,2007'
Time: 7:00 p.m.
For information regarding this notice please contact:
Randi Johl
City Clerk
Telephone: (209) 333-6702
NOTICE OF CONTINUED PUBLIC HEARING
NOTICE S HEREBY GIVEN that on Wednesday, May 2, 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 to the close of the public hearing.
By rder of the Lodi City Council:
Randi Johl
City Clerk
Dated: April 18,2007
D. Stephen Schwabauer
City Attorney
B I T
CLERK%PUBHEAR\NOTICE51Nolpwl.doc 419107
PROOF OF PUBLICATION
(2015.5 C.C.C.P.)
STATE OF CALIFORNIA
County of San Joaquin
I am a citizen of the United States and a resident
of the County aforesaid: I am over the age of
eighteen years and not a party to or interested
in the above entitled matter. I am the principal
clerk of the printer of the Lodi News -Sentinel, a
newspaper of general circulation, printed and
published daily except Sundays and holidays, in
the City of Lodi, California, County of San Joaquin
and which newspaper had been adjudicated a
newspaper of general circulation by the Superior
Court, Department 3, of the County of San. Joaquin,
State of California, under the date of May 26th,
1953. Case Number 65990; that the notice of which
the annexed is a printed copy (set in type not
smaller than non-pareil) has been published in
each regular and entire issue of said newspaper
and not in any supplement thereto on the following
dates to -wit:
May 7th,
all in the year 2007.
I certify (or declare) under the penalty of perjury
that the foregoing is true and correct.
TNDed at Lodi, Cal' , his 7th day of
l y 40Q�7,
�...�;�.........: �:..�:�:�.................
Signature
This space is for the County Clerks Filing Stamp
Proof of Publication
Resolution Establishing PW Department Engineering
Fees; Standard Unit Price Schedule; and Requirement
providingspecdIc services and program
WHEREAS, ® an ongoirlillWort to recover Public Works Department staff costs related to development se
ecommends the fee ill for en ' eeringplan Check and inspection ffffst� and
Aikiw be updated and that a new fee be established
the preparation of a partial acceptance of public Improvementsassociated with any given development pr
ect, as shown on ExhibitA and
Dated May2; 2007
ttt� eptuigrr of ma t," ar4.+
In a meeting held May 2, 2007, by the fallowingvote:
r �
A)IES COUNCIL MEMBERS -Hanesn, Hitchcock, Katzakian, Mouhce, an
NOES COUNCIL MEMBERS- None
AES COUNCIL MEMBERS -None S'
A13STAIN COUNCIL MEMBERS -None -
RANM JOHL
City Clerk
EXHIBIT A t.
EngineeringFees
Plan Check. First Submittal 1461066n._ _
}1gy�tfFee
Plan Check. Final Approval 5% of first $100,000
5%u of first $50,400
3 5% of next $200,000
3% of next $200,000
25% afiR$300,000
2% over $25C1,000
InspfIWn
*so otopat>WWfofl Costs
by
R
A s
CITY COUNCIL
BOB JOHNSON, Mayor
JOANNE L. MOUNCE
Mayor Pro Tempore
LARRY D. HANSEN
SUSAN HITCHCOCK
PHILKATZAKIAN
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 wdept lodi.gov
http.\\wwW.i6di.gov
April 27,2007
Ruark and Associates
2303 Camino Ramon, Ste. 270
San Ramon. CA 94583
BLAIR KING
City Manager
RANDI JOHL
City Clerk
D. STEVEN SCHWABAUER
City Attorney
RICHARD C. PRIMA, JR.
Public Works Director
SUBJECT: Public Hearing 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 Requirementfor Warranty Security for Public
Improvements
Enclosed is a copy of background information on an item on the City Council agenda of
Wednesday, May 2, 2007. The meeting will be held at 7 p.m. in the
City Council Chamber, Carnegie Forum, 305 West Pine Street.
The Council will conduct a public hearing on this item. You are welcome to attend and
speak 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 hand-deliverthe 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 priorto 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.
Richard C. Prima, Jr.
Y'
Public Works Director
RCPlpmf
Enclosure
cc: City Clerk
NCC_FEEWPDATE2007_PH.DOC