HomeMy WebLinkAboutCity of Tamarac Resolution R-2021-137Temp Reso #13638
08/25/2021 REV 11/12/21
Page 1
CITY OF TAMARAC, FLORIDA
RESOLUTION NO. R-2021- I3'�
A RESOLUTION OF THE CITY COMMISSION OF THE CITY
OF TAMARAC, FLORIDA APPROVING AND ADOPTING
THE REVISED BUILDING DEPARTMENT PERMIT FEES
SCHEDULE ATTACHED HERETO AS EXHIBIT A AND
INCORPORATED HEREIN; PROVIDING FOR AN
EFFECTIVE DATE JANUARY 1, 2022; PROVIDING FOR
CONFLICTS; PROVIDING FOR SEVERABILITY; AND
PROVIDING AN EFFECTIVE DATE.
WHEREAS, Section 5-1(a) of the Tamarac City Code authorizes the City
Commission to review, alter, add to, modify, deduct from or in any way change any fees
or any categories of building permit fees by Resolution; and
WHEREAS, to be in compliance with Section 5-1(a) of the Tamarac City Code, the
City Manager, or his designee, shall review building permits fees (every two years) and;
WHEREAS, a review of the building permit fee schedule was conducted by staff
and it was determined that a User Fee Study Analysis was needed for new construction
and alteration permits; and
WHEREAS, Willdan Financial was retained to provide a User Fee Study analysis
(attached hereto as Exhibit B) for new construction and alteration permits where services
are performed, and user fees are collected; and
WHEREAS, Willdan Financial has completed the study and has provided the City
a final analysis and memorandum outlining the proposed fees for a reasonable cost of
providing services; and
Temp Reso #13638
08/25/2021 REV 11 /12/21
Page 2
WHEREAS, the revised fee schedule changes certain fees to ensure fairness and
equity to users (said schedule is hereby attached as Exhibit A); and
WHEREAS, the Chief Building Official recommends the building permit fee
schedule updates be adopted, effective January 1, 2022, utilizing the revised Schedule
of Permit Fees provided by Willdan Financial as part of their user fee study costs of
service analysis associated with performance of the activities connected with the
enforcement of the Florida Building Code as provided for in the Florida Statutes; and
WHEREAS, the City Commission of the City of Tamarac, Florida deems it to be in
the best interests of the citizens and residents of the City of Tamarac that the City adopt
the revised Building Department Schedule of Permit Fees to support the expenditures
authorized in the fiscal year 2022 budget.
NOW, THEREFORE, BE IT RESOLVED BY THE CITY COMMISSION OF THE
CITY OF TAMARAC, FLORIDA:
SECTION 1: That the foregoing "WHEREAS" clauses are hereby ratified and
confirmed as being true a correct and are hereby made a specific part of this Resolution
upon adoption hereof. All Exhibits attached hereto are incorporated herein and made a
specific part hereof.
SECTION 2: The Building Department Schedule of Permit Fees attached hereto
as Exhibit A is hereby approved and adopted.
SECTION 3: The Building Department Schedule of Permit Fees is hereby
approved to become effective January 1, 2022.
Temp Reso #13638
08/25/2021 REV 11 /12/21
Page 3
SECTION 4: All resolutions or parts of resolutions in conflict herewith are hereby
repealed to the extent of such conflict.
SECTION 5: If any clause, section, other part or application of this Resolution is
held by any court of competent jurisdiction to be unconstitutional or invalid, in part or
application, it shall not affect the validity of the remaining portions or applications of this
Resolution.
SECTION 6: This Resolution shall become effective immediately upon its passage
and adoption.
PASSED, ADOPTED AND APPROVED this ed
- Vf 2021.
C_'A ,11
MICHELLE _J:-Gb—mig, MAYOR
RECORD OF COMMISSION VOTE:
MAYOR GOMEZ
DIST 1: COMM. BOL ON
DIST 2: COMM. GELIN
DIST 3: V.M. VILLALOBO(
DIST 4: COMM. PLACKO
ATTEST:
J �44P__'
J FER J NO CMC
C CLER
I HEREBY CERTIFY that I have
approves this RESOLUTIQN as to form.
�H�F�I N
ity ttorney
R-2021- TR#13638
Exhibit A
Effective 01/01/22
CITY OF TAMARAC BUILDING DEPARTMENT
Schedule of Permit Fees
SECTION I: As set forth in Section 105 of the Broward County Amendments to the 7th Edition (2020) Florida
Building Code, it is unlawful for any person, firm, or corporation to fail to acquire a proper permit prior to the
commencement of any construction, alteration, or repair on or within private property, and such act is punishable as
provided in Section 1 - 13 of the Tamarac City Code.
SECTION II: In the event of an emergency requiring immediate repairs a person or firm may proceed with such
repairs; provided however, an application for the permit and the payment of appropriate fees are made during the
first succeeding business day of the City Building Department. Failure to do so may be subject to a penalty for
commencing work without a permit as provided in Section B #18 of this fee schedule.
SECTION III: All permits for new construction, including permits for building, alterations, miscellaneous, signs,
swimming pools, plumbing, electric and mechanical, shall include a fee for training and education of Building
Department personnel of $0.30 per thousand dollars of estimated cost.
SECTION IV: No permit shall be required for general maintenance or repairs which do not change the occupancy,
structural integrity, and the value of which does not exceed one thousand five hundred ($1,500.00) dollars in labor
and material as determined by the Building Official.
SECTION V: As per City of Tamarac Ordinance No. 0-2004-15 Addition Article XI, entitled "Public Art Program", a
Public Art Fee will be assessed based on construction value of improvements to real property in the City of
•narac as provided for in Section 5-304. Public Art Fees shall be collected at the time of permit issuance.
SECTION VI: NOTICE: In addition to the requirements of this permit, there may be additional fees applicable /
required from other city departments such as Fire Dept., Engineering, and/or Community Development.
A. EXPIRED PERMITS FEES
1. Permit Extension Prior to Expiration ......................... $ 122.00
B. MISCELLANEOUS FEES
1. Copies (as per Section 6-35 of Tamarac City Code
(a) Microfilm ............................ Four (4) pages or less $ 2.00
Otherwise $0.50 per page
(b) Photocopies ..................................... Per page $ 0.15
2. Building Department Research for Determination of Open Permits
and Outstanding Building and Code Enforcement Violations ........... $79.00
(per Address)
3. Safety Permit: Includes review of plans and field inspections by all
disciplines for issuance of a Certificate of Occupancy.
Fee is non-refundable. Fire Dept fees are additional. ............. $ 260.00
4. Board of Rules & Appeals (BORA) Fee ......... Per $1,000 cost of job
.052 Per $1,000. cost of construction with a minimum of $2.00
B. MISCELLANEOUS FEES (Coninued)
5. FBC Surcharge ...............
6. Building Permit Certification
Surcharge (DBPR) ..................
R-2021- TR#13638
Exhibit A
Effective 01 /01 /22
1.0% of the permit cost with a minimum of $2.00
1.5 % of the permit cost with a minimum of $2.00
7. Any item not explicitly listed shall be based on
the required number of inspections ........................... $ 122.00
8. Certificate of Occupancy ................................. $ 86.00
(a) Residential Single Family .............................. No additional charge
(b) Multi -Family ..................................... $ 105.00
(c) Commercial ........................... Plus for each 1,000 SF $ 3.00
9. Temporary Certificate of Occupancy ........... Per ninety (90) days
$
254.00
10. Certificate of Completion ..............................
$
122.00
11. Change of Contractor .................................
$
122.00
12. GentFaCtOF Annual ReGeFds Maintenance ..........................
inactive
13. 40 Year Building Safety Inspection Program Processing Fee
$
293.00
14. Partial Release of Liens
(a) Special Magistrate Hearing Administrative Fee .................
$
75.0(
(b) Building Department Administrative Fee (minimum) .................
$
380.00
(c) Fee to File Lien .............................................
$
18.50
(d) Fee to Release Lien .........................................
$
18.50
(e) Abatement Fee .........................................
$
165.00
Additional time required, above the minimum time will be charged at $50.00 per 1/2 hour.
15. Stipulated Agreements (Related to real estate transactions) .........
$
492.00
First extension at no charge, additional extensions if approved $492.00 each
16. Review of Special Inspector's Documentation for missed inspections
after the permit has been issued (Fee Code #41) .....................
$
122.00
17. Scanning Fees for Converting Paper Files to Electronic Submittals.
$
43.00
(a) Letter, legal and ledger size scanning ............... per page
$
0.15
(b) Large plans (ie: 24x36) .......................... per page
$
3.00
City will scan large plans up to five (5) pages.
18. Penalty for commencing work without a permit:
(a) Contractors - $285.00 or Double Permit Fee, whichever is greater ...
$
285.00
(b) Homeowners - $190.00 or Double Permit Fee, whichever is greater ...
$
190.00
19. Citation for Property Owners and Contractors that Perform Work Without Permits
(a) 1 st Offense ............................
$
250.00
(b) 2nd and each add'I offense ..................
$
500.00
2
R-2021- TR#13638
Exhibit A
Effective 01/01/22
20. Private Provider Price Reduction
(a) Inspections Only ............... Permit fee reduction 5%
(b) Plan Review and Inspections ............... Permit fee reduction 10%
C. BUILDING PERMIT FEES
1. New Construction and Additions
(a) Single -Family New Construction (Includes ALL Disciplines) (Does not include roof permit)
1)
1 - 1,500 sq. ft. ............................
$ 4,845.00
2)
1,501 - 3,000 sq. ft. ............................
$ 6,139.00
3)
3,001 - 4,500 sq. ft. ............................
$ 7,443.00
4)
4,501 - 6,000 sq. ft. ............................
$ 8,768.00
5)
Greater than 6,000 sq. ft. ........................
$ 10,788.00
6)
Single -Family Additions (Includes ALL Disciplines) (Does not include roof permit)
1) 1 - 1,500 sq. ft
$ 1,211.00
2) 1,501 - or greater sq. ft
$ 1,535.00
(b) Multi-Family/Condo/Apartment/Townhouse (Includes ALL Disciplines)
(Does not include roof permit)
1)
1 - 10,000 sq. ft. ...........................
$ 122.00
Plus $2.77 per sq. ft.
2)
10,001 - 25,000 sq. ft. .........................
$ 13,972.18
Plus $0.88 per sq. ft.
3)
25,001 - 50,000 sq. ft. .........................
$ 18,362.42
Plus $0.92 per sq. ft.
4)
50,001 - 100,000 sq. ft. .........................
$ 22,937.59
5) Greater than 100,000 sq. ft.
Plus $0.48 per sq. ft.
................... $ 27 756.29
(c) Office/Retail (Includes ALL Disciplines)
1) 1 - 10,000 sq. ft. ....
2) 10,001 - 25,000 sq. ft
3) 25,001 - 50,000 sq. ft
4) 50,001 - 100,000 sq. ft
Plus $0.31 per sq. ft.
(Does not include roof permit)
5) Greater than 100,000 sq. ft.......................
$ 122.00
Plus $1.21 per sq. ft.
$ 12,201.56
Plus $0.41 per sq. ft.
$ 18,300.94
Plus $0.40 per sq. ft.
$ 28,183.22
Plus $0.12 per sq. ft.
$ 34,039.11
Plus $0.08 per sq. ft.
Q
R-2021- TR#13638
Exhibit A
Effective 01 /01 /22
C. BUILDING
PERMIT FEES - New Construction and Additions, continued
(d) Industrial (Includes ALL Disciplines) (Does not include roof permit)
1)
1 - 10,000 sq. ft. ..................
$ 122.00
Plus $2.77 per sq. ft.
2)
10,001 - 25,000 sq. ft. ...................
$ 12,325.13
Plus $0.41 per sq. ft.
3)
25,001 - 50,000 sq. ft. .....................
$ 18,422.95
Plus $0.37 per sq. ft.
4)
50,001 - 100,000 sq. ft. ...................
$ 27,786.69
Plus $0.12 per sq. ft.
5)
Greater than 100,000 sq. ft. ...................
$ 33,673.10
Plus $0.08 per sq. ft.
(e) Parking Garage (Includes ALL Disciplines) (Does
not include roof permit)
1)
1 - 10,000 sq. ft. ..................
$ 122.00
Plus $1.13 per sq. ft.
2)
10,001 - 25,000 sq. ft. ...................
$ 11,396.26
Plus $0.22 per sq. ft.
3)
25,001 - 50,000 sq. ft. .....................
$ 14,762.66
Plus $0.19 per sq. ft.
4)
50,001 - 100,000 sq. ft. ...............
$ 19,520.76
Plus $0.11 per sq. fti
5)
Greater than 100,000 sq. ft. ...................
$ 24,888.8'
Plus $0.07 per sq. ft.
(f) Assembly/Hotel/Other (Includes ALL Disciplines)
(Does not include roof permit)
1)
1 - 10,000 sq. ft. ..................
$ 122.00
Plus $1.67 per sq. ft.
2)
10,001 - 25,000 sq. ft. ...................
$ 16,838.16
Plus $0.30 per sq. ft.
3)
25,001 - 50,000 sq. ft. .....................
$ 21,350.92
Plus $0.29 per sq. ft.
4)
50,001 - 100,000 sq. ft. ...............
$ 28,671.13
Plus $0.15 per sq. ft.
5)
Greater than 100,000 sq. ft. ...................
$ 36,235.21
Plus $0.10 per sq. ft.
Remainder of page left blank
4
R-2021- TR#13638
Exhibit A
Effective 01 /01 /22
2. Remodels and/or Alterations
(a) Single Family (Includes ALL Disciplines)
1)
$0 - $25,000 .......................
$
2,995.00
2)
$25,001 - $50,000 ...................
$
4,119.00
3)
$50,001 - $100,000 .....................
$
4,930.00
4)
Greater than $100,000 ...............
$
5,931.00
(b) Multi-Family/Condo/Apartment/Townhouse (Includes ALL Disciplines)
1) $0 - $25,000 ................ $ 2,995.00
2) $25,001 - $50,000 ................ $ 4,119.00
3) $50,001 - $100,000 ........................ $ 4,930.00
4) Greater than $100,000 .................... $ 5,931.00
3. Remodels/Alterations/Tenant Improvements
(a) Office/Retail (Includes ALL Disciplines)
1)
1 - 5000 sq. ft. ..................
$ 122.00
Plus $2.18 per sq. ft.
2)
5,001 - 10,000 sq. ft. ...................
$ 11,043.51
Plus $1.09 per sq. ft.
3)
10,001 - 15,000 sq. ft......................
$ 16,471.57
Plus $1.78 per sq. ft.
4)
15,001 - 20,000 sq. ft. ...............
$ 25,378.52
Plus $1.05 per sq. ft.
5)
Greater than 20,000 sq. ft. ...................
$ 30,623.94
Plus $0.68 per sq. ft.
(b) Industrial/Parking Garage (Includes ALL Disciplines)
1)
1 - 5000 sq. ft. ..................
$ 122.00
Plus $2.18 per sq. ft.
2)
5,001 - 10,000 sq. ft. ...................
$ 11,043.51
Plus $1.09 per sq. ft.
3)
10,001 - 15,000 sq. ft......................
$ 16,471.57
Plus $1.78 per sq. ft.
4)
15,001 - 20,000 sq. ft. ...............
$ 25,378.52
Plus $1.05 per sq. ft.
5)
Greater than 20,000 sq. ft. ...................
$ 30,623.94
Plus $0.68 per sq. ft.
R
R-2021- TR#13638
Exhibit A
Effective 01 /01 /22
C. 3. Remodels/Alterations/Tenant Improvements, continued
(c) Assembly/Hotel/Others (Includes ALL Disciplines)
1) 1 - 5000 sq. ft. ..................
$
122.00
Plus $2.18
per sq. ft.
2) 5,001 - 10,000 sq. ft. ...................
$
11,043.51
Plus $1.09
per sq. ft.
3) 10,001 - 15,000 sq. ft......................
$
16,471.57
Plus $1.78
per sq. ft.
4) 15,001 - 20,000 sq. ft. ...............
$
25,378.52
Plus $1.05
per sq. ft.
5) Greater than 20,000 sq. ft. ...................
$
30,623.94
Plus $0.68
per sq. ft.
4. Reinspection Fees .............................. All disciplines
$
122.00
(a) Second Failure .............................................
$
122.00
(b) Third Failure ...............................................
$
195.00
(c) Fourth Failure ..............................................
$
285.00
5. Inspections outside normal business hours (including after business
hours and weekend) ..................... Minimum for two (2) hours
$
295.00
Plus each additional hour or fraction thereof
$
147.0(
(a) For Expedited Plan Review the fee is $366.00 per discipline
$
366.00
Disciplines: Structural, Electrical, Mechanical, Plumbing, Fire, Zoning, and Engineering
NOTE: Expedited fees for plan review or inspection requests after business
hours are paid at time of request and are due at each submittal for expedited service.
Remainder of page left blank
11
R-2021- TR#13638
Exhibit A
Effective 01/01/22
6. Lost Plan Replacement ........................................
$
125.00
7. Plan Resubmitted (prior to permit issuance)
(a) Structural .................................
$
100.00
(b) Electrical ................................
$
100.00
(c) Mechanical ..............................
$
100.00
(d) Plumbing ................................
$
100.00
8. Plan Processing Fee at time of Permit Submittal:
These fees are based on the Value of the work and are
Non -Refundable; however, applied to permit fee at time of issuance.
(a) $10,000 - $50,000.................................
$
500.00
(b) $50,001 - $100,000.................................
$
2,000.00
(c) $100,001 - $500,000.................................
$
3,000.00
(d) $500,001 - or Greater .................................
$
5,000.00
9. Canvas Awnings .................................
$
250.00
10. Metal/Canvas Carports & Canopies
$
219.00
(a) Temporary Tent for Special Events .............................
$
190.00
11. Hurricane Shutters ....................... First five (5) shutters
$
141.00
Each additional shutter
$
23.00
Any combination of windows/doors/and shutters up to five (5)
$
141.00
12. Windows & Doors ..................... First five (5) windows/doors
$
141.00
Each additional windows/doors
$
23.00
Any combination of windows/doors/and shutters up to five (5)
$
141.00
13. Wood Decks ..................................... Up to 200 SF
$
190.00
Each additional 100 SF or fraction thereof
$
33.00
14. Demolition
(a) Demolition of Entire Building ...................................
$
570.00
(b) Interior/Exterior Alteration Demo Only:
1) Structural ................................................ $ 122.00
2) Electrical ................................................ $ 122.00
3) Mechanical .............................................. $ 122.00
4) Plumbing ................................................ $ 122.00
(c) Demolition in Conjunction With Build Out Permit No add'I charge
15.Fence........................................... Upto150 LF $ 190.00
Each additional 50 LF or fraction thereof $ 33.00
7
R-2021-
TR#13638
Exhibit A
Effective
01/01/22
16.
Roofing & Re -roofing ........................... Up to 1,000 SF
$
234.0`u
Each additional 500 SF or fraction thereof
$
33.00
(a) Roof Repairs
1) 1 - 25,000 sq. ft....................................
$
190.00
2) 25,001 - 50,000 sq. ft....................................
$
240.00
3) 50,001 to 100,000 sq. ft....................................
$
290.00
4) Greater than 100,000...................................
$
340.00
17.
Siding (Stucco & Soffit) ........................
$
190.00
18.
House Foundation Repair / Piling ...........................
$
273.00
19.
Plan Review or Revisions .............. Base charge
$
100.00
Plus per each page
$
16.00
(a) Review of Shop Drawings/Documents (after permit issuance)
$
95.00
20.
Masonry Walls & Precast Concrete Walls Up to 100 LF
$
464.00
for each additional 100 LF or fraction thereof
$
61.00
21.
Permit Card Replacement (no recorded inspections) ............
$
10.00
22.
Safety Determination for Above Ground Portable Pools/Spas
Not Attached to Swimming Pools .............
$
249.00
23.
Commercial & Residential Swimming Pools (Includes ALL Disciplines)
(a) 1 - 16,000 gallons ............................
$
1,311.00
(b) 16,001 - 30,000 gallons .......................
$
1,505.00
(c) Re-marciting commercial pools ............................
$
207.00
24.
Satellite Dish (I Fneter or gFeateF) . . ..............................
inactive
25. Screen Enclosure (Patio/Porch/Pool)
(a) 1 - 1500 sq. ft.. ............................
$
347.00
(b) Greater than 1,500 sq. ft. ............................
$
501.00
26. Slab (Porch/Patio-monolithic) ............................
$
249.00
(Walkways & Pavers) ............................
27. Concrete Paving & Parking ............................
$
249.00
(Driveways & Pavers)
28. Sealcoat/Restripe
(a) Up to 25,000 sq. ft. ............................
$
273.00
(b) 25,001 - 100,000 sq. ft. ............................
$
285.00
(c) Greater than 100,000 sq. ft (additional fee) ......................
$
145.00
29. Walkways (Only) ................
$
249.00
8
R-2021- TR#13638
Exhibit A
Effective 01 /01 /22
30. Signs
(a) All Wall Signs ........................
$
232.00
(b) All Monument Signs ...................
$
568.00
(c) All Temporary Signs .....................
$
298.00
(d) Banners (30 days once per year or two 15 day; +Surcharges)
$
44.00
(e) Directional Signs (per sign) ........................
$
122.00
(f) Face Change Only ........................
$
201.00
31. Docks .......................................
$
346.00
32. Utility Shed .......................................
$
235.00
33. Fireplace (when not part of original plans) ...............
$
601.00
34. Sea Walls ..........................................
(See B7)
35. Sea Wall Repairs ................................ 3.0% of Cost
of
Construction
or a minimum of $273.00 , whichever is greater
36. Garage Door .................................................
$
141.00
37. Trailer Tie -Down (Construction or Sales) ...........
$
273.00
38. A/C Stands (Structural) code #C38B in computer
$
122.00
39. Kitchen Cabinets ...........................
$
145.00
40. Solar Panels or Photovoltaic Systems - up to 20 Modules
$
500.00
Solar Panels or Photovoltaic Systems - over 20 Modules
$
1,000.00
(Fee includes Electrical and Structural Disciplines)
41. Cellular / Wireless Facilities ...........
$
747.00
Maintenance and New Equipment on existing towers only
(Fee includes Electrical and Structural Disciplines)
42. Commercial Playground Equipment ...........................
$
346.00
43. Room Conversion to Sunroom................................
$
602.00
44. Early Start ................................
$
122.00
Remainder of page left blank
9
R-2021- TR#13638
Exhibit A
Effective 01/01/22
D. ELECTRICAL UNIT FEE SCHEDULE
1. Burglar Alarm - Commercial ................................... $ 254.00
(a) Burglar Alarm - Residential ................................... $ 40.00
2. Commercial Site Lighting ................................... $ 404.00
3. Electrical Sign ........................................... Each $ 131.00
4. Fire Protection .. Each alarm bell, horn, or similar device up to 10 devices $ 235.00
Each additional device in excess of 10 devices $ 8.00
5. Electrical Connections for Resid/Comm A/C System Per new system * $ 195.00
Each change out $ 122.00
6. Low Voltage Wiring
(a) Data Lines ......................................
$
136.00
(b) Intercoms ..................................... ,
$
136.00
(c) Telephone Outlets ................................
$
136.00
(d) Video Camera System ....................................
$
136.00
(e) Sound System .........................................
$
136.00
(f) Each V.,,.,,,..................................................
inactivf
(g) Door Access System .......................................
$
174.00
(h) Cable TV .................................................
$
136.00
7. Service Change ................................ Up to 200 Amps
$254.00
(a) Residential/Commercial ................ 200 - 400 AMPS
$
304.00
Every 100 amps over 400
$
10.00
8. Sprinkler Pump ........................................ Each
$
151.00
9. Temporary Electric ........................................
$
122.00
10. 30-Day Temporary Electric For Testing ......................
$
146.00
11. Construction or Sales Trailer ................................
$
122.00
12. Generators (Power Apparatus)
(a) Residential (with transfer switch) ............. Up to 20 KW
$
190.00
(b) Commercial (with transfer switch) ............. Up to 20 KW
$
285.00
Each additional 1 KW or fraction thereof in excess of 20 KW
$
8.00
(c) Transfer Switch only - 200 Amps (Residential) .................
$
122.00
(d) Transfer Switch only - 200 Amps (Commercial) .................
$
190.00
Every 100 Amp over 200 Amps
$
45.00
13. Meter Can Replacement ...................................
$
122.00
10
_.,de
(E99)
R-2021- TR#13638
Exhibit A
Effective 01 /01122
MECHANICAL UNIT FEE SCHEDULE
1.
Replacement of Air Conditioning Split System ..................
$
190.00
2.
Air Handler or Condensing Unit Replacement .................
$
122.00
3.
Package Unit less than 5 tons - Ground Installation ....
$
150.00
Package Unit less than 5 tons - Rooftop Installation
$
200.00
Package Unit over 5 Tons
$
250.00
Package Unit 10 Tons or over (each addit Ton ADD $15.00)
$
390.00
(a) Smoke Detector (if required)
$
122.00
4.
A/C Stands (per inspection/per stand)
$
122.00
&
Pool Heater ...................................................
inactive
6.
Smoke Duct Detector .......................................
$
122.00
7.
Air Conditioning Duct Work When attached to A/C permit
$
122.00
Ductwork only
$
190.00
8.
Hood System With Fire Suppression - Type 1 ..............
$
390.00
(a) Type 2 Hood
$
250.00
9.
Suppression System Only ................................
$
190.00
10.
Bathroom Exhaust Fan (New or Replacement) .................
$
122.00
44,
inactive
(see #3 above)
13.
Pressure Process Piping (New or Replacement) .................
$
122.00
14.
Walk-in Cooler/Freezer .................
$
250.00
15.
Paint Spray Booth .................
$
250.00
(a) if Fire Suppression required add)
$
190.00
16.
Chiller/Cooling Tower (Total Mechanical Job Value) .................
2%
17.
MRI Installation (Total Mechanical Job Value) .................
2%
18.
Fuel Dispensers (per inspection) .................
$
122.00
W
R-2021-
TR#13638
Exhibit A
Effective
01
/01 /22
F. PLUMBING UNIT PERMIT FEES
1.
.................
*Fire Dept Fees Apply
inactive
2.
Backflow Devices ...................
Up to 4 devices
$
130.00
Plus each additional device
$
50.00
3.
Solar Pool Heater / Water Heater ................................
$
130.00
4.
Domestic Water Heater / Tank less .............................
$
122.00
5.
Water Well ........................................
$
130.00
6.
LP Gas System ......................
Up to 4 outlets
$
191.00
Plus each additional outlet
$
66.00
7.
LP Gas Tank(s) ...............................
$
130.00
8.
Irrigation Systems
(a) Residential .....................................
$
130.00
(b) Commercial .....................................
$
200.00
9.
Replace Plumbing Fixtures / Toilet(s) ......
One (1) fixture of any type
$
122.00
Up to five (5) fixtures
$
190.00
Each additional fixture
$
23.00
10.
Temporary Portable Toilet Permit ................................
$
122.017
Note: Due to codes utilized in the permitting software item numbers 1312, C24, D6f, F1, M5, and M11 - will show as inactive
12
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Welcome t°
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TAMARAC,
The city For Your Life z
� W I LLDAN
WILLDAN
FINANCIAL SERVICES
April 9, 2021
Mr. George Folles, CBO, CFM Via email: george.folles(_U_)tamarac.org
Chief Building Official
City of Tamarac
6011 Nob Hill Road
Tamarac, FL 33321
Re: Proposal to Conduct a Building Department User Fee Study for the City of Tamarac
Dear Mr. Folles:
Following up on our correspondence and conversations, Willdan's proposal to assist the City with the completion of a
Building Department User Fee Study is attached. As municipalities are faced with limited financial resources to address
numerous competing priorities and objectives, they are always striving to maintain high standards of service to their
communities. Processes, staffing structures, and levels of effort associated with delivering services for which fees are
charged evolve over time; it is important to take a fresh look and ensure that fees for requested services have been
developed and updated to ensure maximum appropriate cost recovery, so that the revenues generated by fees cover
the cost of those services to the greatest extent possible. City Staff, and ultimately the City Commission, need a clear
understanding of standards, service levels and the associated costs.
Recognizing this, the City has responded by soliciting a proposal for a Building Department User Fee Study. The User
Fee Study will ensure that the City's fees for requested services have been developed and updated to ensure maximum
appropriate cost recovery, so that the revenues generated by fees cover the cost of those services to the greatest extent
possible, including the costs of both direct services and indirect overhead support. Following are specific advantages
that Willdan brings to the City for these studies:
Extensive Experience with Similar Projects, previous experience in Tamarac — Willdan has worked with
numerous cities on User Fee projects with objectives very much like those for this study. Recent studies include the
Cities of Oviedo, FL, Aurora, CO, Mesquite, TX, DeSoto, TX, Missouri City, TX, Sunnyvale, TX, Los Angeles, CA, Indian
Wells, CA, West Hollywood, CA, Irvine, CA, and West Sacramento, CA. We also worked with the City of Tamarac on
their Economic Development Strategic Plan; we retain some familiarity with the City. Our experience enables us to
bring valuable perspective and insight, to other cities' approaches to fees and their policies on fee setting and
subsidies, and will assist us in conducting meaningful and efficient fee comparisons.
Collaborative Approach, Proven Results and User-friendly Models and Reports — Willdan prides itself on working
closely with City staff to develop an approach that is targeted toward your specific objectives and reality, and then
working together with you to gather first-hand information regarding the processes and tasks required to provide
services to those requesting them. This is a distinct advantage we will bring in our approach with the City of
Tamarac. A collaborative approach ensures we clearly understand your goals and challenges, and just as
importantly, you understand the process and the results.
We create user-friendly Excel -based models that the City can retain and conduct our analysis and develop the model
collaboratively with City staff. Rather than using an inflexible proprietary software program, we construct our models
from the ground up, mirroring the City's budget format wherever possible. As a result, the information contained in
our models is easy for City staff to interpret, easy to update and adjust on -the -fly, and the familiar software
ensures ease of navigation.
Created directly from the models, our reports clearly and graphically illustrate full and recommended levels of cost
recovery and projections of revenue for fee programs, break down the costs into direct and indirect overhead categories,
and present the fee methodologies.
Our approach is geared toward delivering work on schedule and presenting results at public meetings and
Commission workshops to stakeholders and elected officials who typically don't want or need to see the deep
detailed analysis.
The Willdan Team is experienced at communicating complex analytical results in a manner that is easy to understand
by non -finance -oriented individuals. We have coordinated or participated in numerous public and staff workshops
regarding fees and cost of service -based charges.
T 800.755.68641 F 888.326.68641 200 South Orange Avenue, Suite 1550, Orlando, Florida 328011 www.viilldan.com
Mr. George Folles, CBO, CFM, Chief Building Official
City of Tamarac
Proposal to Conduct a Building Department User Fee Study
April 9, 2021
Page ii
Unique Combination of Services and Expertise/Public Engagement— Willdan Financial Services ("Willdan") is a
team of nearly 80 professionals who provide essential financial consulting services throughout the United States.
Willdan has provided the requested services to municipal clients for over two decades; and is the only firm providing
these types of consulting services that also has a long history of providing contract staff support to public agencies for
the delivery of municipal services. This direct experience as "agency staff' provides us with firsthand understanding of
City operations and is uniquely useful in determining the full effort associated with service delivery and in developing
a fee schedule that is easy to communicate and implement.
Due to restrictions in place for COVID, in person meetings have been replaced by online, virtual meetings. We have
utilized virtual meetings for years to facilitate quick, on -demand meetings with clients. During the pandemic our
capability to continue projects with clients never slowed down, and we have had great success shifting meetings that
we would typically have in person to virtual meeting spaces.
We are excited about this opportunity to continue to serve the City of Tamarac. To discuss any aspect of our proposal,
please contact me; my contact information is provided in the table below.
Tony Thrasher
Senior Project Manager
Tel#: (800) 755-6864 1 Email: TThrash er(cDWilldan.com
Sincerely,
WILLDAN FINANCIAL SERVICES
Tony Thrasher
Senior Project Manager
Financial Consulting Services
COMPREHENSIVE, INNOVATIVE. TRUSTED. T R T D.
Table of Contents
TABLEOF CONTENTS................................................................................................................III
SCOPEOF SERVICES..................................................................................................................1
ProjectUnderstanding.....................................................................................................................................................1
UserFee Study Methodology..........................................................................................................................................3
Approach........................................................................................................................................................................ 3
BuildingDepartment User Fee Work Plan.......................................................................................................................5
CityStaff Support ............................................................................................................................................................ 8
COSTPROPOSAL........................................................................................................................9
Notes...............................................................................................................................................................................9
HourlyFee Schedule...................................................................................................................................................... 9
FIRM QUALIFICATIONS
.............................................................................................................10
FirmProfile....................................................................................................................................................................10
WilldanFinancial Services............................................................................................................................................
10
ProjectTeam.................................................................................................................................................................11
StaffContinuity.............................................................................................................................................................
11
Resumes.......................................................................................................................................................................
11
ChrisFisher..................................................................................................................................................................
12
TonyThrasher..............................................................................................................................................................
14
PritiPatel......................................................................................................................................................................
16
RobertQuaid, CPA.......................................................................................................................................................
18
References....................................................................................................................................................................19
SimilarServices............................................................................................................................................................
21
WI LLDAN Building Department User Fee Study iii
Scope of Services
Project Understanding
Willdan Financial Services ("Willdan") is confident that we can meet the City of Tamarac's request for a Building
Department User Fee Study. Given our extensive experience, we have a clear understanding of the issues and
concerns that are encountered with this type of project, and more importantly, how to address and overcome them.
Key critical issues and objectives that are addressed within our scope of services include the following:
■ Conducting analysis that clearly identifies the full cost of providing services for which fees are charged;
■ Identifying the amount of revenue being recovered based on current fee levels and development activity, and
projecting future estimates so that recommended fees recover appropriate amounts of revenue;
■ Focusing on any changes that may have occurred in the City's staffing and cost structures to ensure that future
fees adequately recover anticipated costs;
■ Working with City Staff to develop meaningful recommendations for fee setting where charging fees that represent
full cost recovery may not be reasonable for policy or political reasons;
■ Implementing proven project management and communication processes to ensure work stays on schedule; and
■ Presenting the results in a way that is readily understood by decision makers.
The overall goal is to establish an updated schedule of fees that is objective, fair and equitable. We will deliver a
straightforward model and report that clearly identifies the full cost of providing services, including overhead,
direct and indirect costs; and provide recommendations for setting fees that maximize cost recovery in
accordance with the City's policies.
The end product will include a report and a user-friendly Excel -based model, which City Staff will retain, and which can
be easily updated in the future. The model will be used to calculate and analyze the components that make up the full
cost of services provided by the City, the recommended level of cost recovery (taking into account appropriate
subsidies), and the revenue impacts to the City of proposed changes in fees. Most importantly, we will ensure that the
results and recommendations are clear and understandable, defensible, and easily implementable.
Using our extensive experience developing and analyzing cost
allocation methodologies and approaches, we will work with City Staff
to incorporate appropriate central service overhead factors into
this analysis. Inclusion of overhead is a principal element of any
fee study, as it ensures that the full cost of service which we
calculate, and upon which fee recommendations are based,
includes costs of direct and indirect overhead, in addition to the
direct cost of providing the services.
Rather than a costly and inflexible
proprietary software, which can
require expensive licensing fees,
Willdan builds models utilizing
Excel, from the ground up,
employing the City's budget as the
gauge. This model, which is then
the City's to retain, gives City Staff
For this fee study, we will meet directly with Department representatives the control to make on -the -fly
at the City, to discuss the best -suited approach and process; and then adjustments and updates.
in more detail to identify processes and levels of activity and effort
involved in providing services forwhich fees are paid. Through this process we will identify the full cost recovery amount
for each fee related activity, compare this with the City's current cost recovery levels, and then discuss with staff, policy
and/or political concerns that need to be considered in developing recommended fees. Final recommended fees will
be the result of these collaborative discussions, so that they reflect realities and considerations that are
specific to the City of Tamarac.
We will review and analyze existing user fee programs, and based upon conversations with City Staff, a review of other
neighboring cities, and our experience with fee programs in other cities, make suggestions as necessary for fees that
may need to be added to the City's fee schedule, for activities that occur with some regularity, or for which a fee is not
currently being charged.
For a successful and effective engagement, it is important to have a thorough understanding of the structure and
organization of the City. We bring years of successful experience working directly with hundreds of cities throughout
the United States, including the City of Tamarac.
- WI LLDAN Building Department User Fee Study
Willdan possesses the resources, practical experience, creative thinking, and collaborative consulting skills necessary
to complete this important project. Key distinct advantages that Willdan brings to the City of Tamarac include the
following:
Face -to -Face Data Gathering
Our experience has taught us that working together, via face-to-face discussions, is the most efficient and thorough
way to ensure that results are accurate, and that studies are completed in a timely manner, which again, is critical in
this proposed engagement. Consequently, through face-to-face interviews with your staff, Willdan will collect the
majority of required data for studies. This method is better than the typical "time and motion surveys" that are provided
to agency staff when studies like these are conducted. This process ensures that we gather the data we need in one
coordinated step, rather than having to go through repeated follow-up and clarification. This approach and the
dedication of our staff will help ensure we meet the City's timeline and objectives and provide important
information to City Staff and the City Commission as soon as possible.
Public Engagement
Our models and project approach are geared toward delivering our work on schedule and presenting our analysis
results at public meetings and Commission workshops. While we understand that the City Commission and local
business community may be generally supportive of increasing fees where necessary, it will be important to present
recommendations to them in a way that clearly demonstrates the rationale and supporting analysis.
The Willdan Team is experienced at communicating complex analytical results in a manner that is easy to understand
by non -finance -oriented individuals and facilitates discussion. Our proposed principal -in -charge and project team for
this engagement have coordinated or participated in numerous public and staff workshops regarding fees and cost of
service -based charges. As previously mentioned, our objective is to provide useful, detailed information to the City
Commission and City Staff, necessary to make important decisions. Our experience ensures that we can meet this
objective.
User-friendly Models and Reports The model will be
Willdan prides itself on creating user-friendly Excel -based models that the City can developed to allow the
retain and conducting our analysis and developing the models collaboratively City to run "what -if"
with City Staff. With City Staff's immediate input and collaboration, Willdan will scenarios to address
design extremely flexible, intuitive Excel -based models. In the future, as the City possible changes in
assumes new responsibilities, modifies existing processes, and/or eliminates staffing levels,
unnecessary services or programs, the models will be capable of adding or deleting working hours, etc.
funds, objects, departments, programs, staff positions, and activities. Willdan
understands that issues facing the City are unique; consequently, we design our models to match your immediate and
desired needs to ensure that end -results exceed staff expectations.
This model is then the City's to retain, after our services are completed, and allows for the creation of revenue
projections, highlighting potential new revenues, and levels of subsidy.
A key element of these studies is presenting results and recommendations in a straightforward manner, that allows
the City Commission and staff to confidently make fee setting policy decisions and understand the impacts of those
decisions. Rather than using an inflexible proprietary software program, we construct our models from the ground up,
as previously discussed, mirroring the City's budget format wherever possible. As a result, the information contained
in our models are easy for City Staff to interpret, and the familiar software ensures ease of navigation. As the models
are being designed and constructed, we will work together with City Staff to determine the best and most effective
features to include. After the project is completed, we will provide training, so that your staff can independently and
efficiently evaluate the effects of changes in certain factors. Created directly from the models, our reports clearly and
graphically illustrate bases for the full cost recovery level of fee programs, provide projections of revenue from fee
programs, both at full cost recovery and at recommended levels, and present the fee methodologies.
WiLLDAN Building Department User Fee Study 2
User Fee Study Methodology
The following describes our proposed methodology and approach to prepare a Building Department User Fee Study.
To comprehensively update fees, the City should develop a comprehensive user fee schedule that accurately accounts
for the true cost of providing services. Once the study is complete, the fee study model must be flexible so that the City
can add, delete, and revise fees in the future.
To meet this goal, we will bring our expertise and unique perspectives to your fee study by approaching the project
with these three principles:
1) Defensibility
Our user fee projects have not been legally challenged since the inception of this practice area in our firm. We have
accomplished this by closely working with legal counsel familiar with user fee studies, our engineering division and
with agency staff. In this way, we can tailor the correct approach to ensure full cost recovery combined with a sound
and reasonable basis for each user fee you implement.
2) Project and Staff Time
The City must have a sound and technically defensible fee schedule to ensure costs are appropriately recovered, as
applicants approach the City for its services. Our standards and approaches serve to get to the issues of your fee
study quickly. Starting with the project kick-off, we will make certain that your staff understands the purpose and scope
of the study and its corresponding face-to-face departmental interview. As Willdan is able to communicate directly with
the service providers, this face-to-face interaction provides valuable time estimates.
3) Responsiveness
We take great pride in providing responsive service to our client agencies. Frequent communication is critical to a
successful user fee study experience. We will provide a list of data requirements in advance of the project kick-off. Due
to this simple step, the introductory meeting can focus on the survey input process, answering questions, determining
policy goals, and defining next steps in the project. We will follow up weekly with the City at each step in the fee study
process to make sure that staff "buys in" to the fee study approach and results.
Approach
Our approach to preparing the user fee study and documentation for the City includes
■ Close coordination with your staff to devise a consensus approach. Different programs and/or different service
delivery methods will necessitate different approaches. We will discuss specific pros and cons with City Staff as
we determine which methods work best for various categories of fees;
■ Strict adherence to key legal and policy issues with regard to user fees, including the percent of cost recovery that
the City seeks to achieve. A user fee shall not be set higher than the reasonable cost of providing a fee -generating
service. Our approach provides you with a fee schedule that achieves maximum legal cost recovery while ensuring
that each fee is supported by technically defensible documentation; and
■ Technical analysis necessary for project participants to resolve policy issues.
As described below, there are two basic approaches to calculating user fees:
Approach 1: Case Study Method
This is also sometimes referred to as a cost build-up approach. Using a time and materials approach, the "Case Study
Method" examines the tasks, steps and City Staff involved in providing a particular 'unit' of service, such as a permit
review, and then uses that information to develop estimates of the actual labor and material costs associated with
providing a unit of service to a single user. It is often used when a service is provided on a regular basis, and staff and
other costs associated with the service can be segregated from available budget data.
A typical case study fee model should comprise the following three general cost layers:
1) Central Services Overhead: This category may involve such costs as labor, services, and supplies that benefit
more than one department, division, or project. The exact benefits to specific areas are impossible to ascribe to a
single activity. Examples are purchasing, human resources, and liability insurance. As part of the user fee study, these
costs are calculated in the overhead cost review.
WI LLDAN Building Department User Fee Study 3
2) Department Overhead: This category may
include expenses related to such items as office
supplies, outside consultants, and membership
dues. It may include management, supervision,
and administrative support that are not provided
to a direct fee -generating service. Typically,
these items are charged, on an item -by -item
basis, directly to the department, division, or
project.
3) Personnel Costs: This category refers to
direct salary and benefit costs of staff hours
spent on providing a fee -generating service
(e.g., on -site building inspector).
i
Approach 2: Average Cost Method
This is also sometimes referred to as a
programmatic approach, because it looks at
costs at a program level, and then allocates
them to participants on an occurrence basis. By
taking total service costs across a substantial
sample period (a year) and dividing by the total
number of service units delivered over that
same period, costs per unit of service is
estimated.
This approach is useful when services or
programs are provided in a more aggregate
manner, where it might be difficult to identify a
specific sequence of steps associated with one
user or participant; or where it is not feasible to
cost-effectively segregate costs associated with
specific activities.
Central
Services
Overhead
Departmental
Overhead L/
E
Y V l LLDAN Building Department User Fee Study 4
Building Department User Fee Work Plan
Our proposed work plan, described in detail by task, is provided below. We explain how each task will be accomplished
and identify associated meetings and deliverables. We want to ensure our scope provides quality and clarity and is
responsive to the City's needs and specific local circumstances. We will work in concert with the City to adjust the
scope as needed during the course of the study.
Task 1: Initial Document Request
Objective: Initial due diligence; obtain study -related data.
Description: Prior to the kick-off meeting, we will obtain and review relevant documentation to further enhance our
understanding of the services, fees, and rates to be studied. A written request for data will be sent to the
City. Please note that Time Survey data is not part of this request and will be gathered during the face-
to-face interviews described in Task 5.
We will request information and documentation on current fees and fee programs, activity levels (when
readily available), and budget and staffing information related specifically to programs and activities
which have associated fees, and for which the City has this level of detail.
Deliverables: Willdan: Submit information request to City.
City: Provide requested data to Willdan (prior to Task 3, Kick-off Meeting/Refine Scope). We will follow
up with the City to confirm receipt of requested data and information and highlight data elements that
are outstanding.
Task 2: Compile Inventory of Current and Potential Fees/Review Existing Cost Allocation Method
Objective: Willdan will identify a schedule of fees and develop the methodology for calculating the fees, obtain and
review the City's current methodology and approach to allocating indirect service costs, and obtain
staffing, salary, and benefit information.
Description: Based on the results of the initial document request and independent research, incorporate into our
model the existing fees, provided by the City, to comprise the parameters of the fee study.
As mentioned in the Project Understanding, we will work with staff to incorporate reasonable indirect
overhead factors to include central service cost support. This engagement does not include the
development of a full cost allocation plan.
Reasonable indirect cost allocation percentages will be used in calculating fully -burdened hourly
personnel rates. We will gather and review data and supporting analysis as necessary, related to the
City's cost allocation approach. This information will be used to verify or calculate the allocation of
indirect service costs to operating departments, and then will be incorporated with staffing, and salary
and benefit data to develop a comprehensive schedule of Fully -Burdened Hourly Rates (FBHR). If an
indirect cost plan is not currently in use by the City, we can utilize a City-wide overhead factor determined
by budget analysis or utilize the more stringent "de minimis" rate established by the Office of
Management and Budget for federal cost allocation compliance, or create a simple indirect rate based
on Citywide expenditures. These rates will form a basis for the calculation of the costs of providing
services to residents and customers, for which fees are charged.
Meetings: It is possible that a conference call with the City may be necessary to discuss new fees to implement or
existing fees that may no longer be required.
Deliverables: Willdan: One (1) draft list of current fees based on initial data provided (to be discussed and finalized
during the kick-off call), and a schedule of Fully -Burdened Hourly Rates.
City: Review completed fee schedules with comments/revisions to be discussed during the kick-off
meeting.
Task 3: Kick-off / Refine Project Requirements, Objectives and Scope
Objective: Confirm goals and objectives for the Fee Study. Identify and discuss policy issues typically raised by a
User Fee Study, address gaps in data, and refine appropriate existing or new fee categories (based on
Task 2).
- WILLDAN
Building Department User Fee Study 5
Description: Verify our understanding of the City's goals, the City's cost -recovery policy for user fees, and fill any
gaps in data/information necessary for the project. It is important for the City and Willdan to identify and
address any foreseeable problems and maintain open communication throughout the process.
During this discussion, we will ask that the City identify a project manager who will serve as the primary
contact for the project. The project manager shall have responsibility for ensuring that all available data
is provided in a timely manner, thereby maintaining adherence to the project's schedule.
Meetings: One (1) project kick-off call/web meeting to initiate the project, discuss data needs, and address policy
issues.
Deliverables: Willdan: 1) Revised project scope and schedule (if needed); and 2) brief summary of policy decisions
(if needed).
City: 1) Provide further data needs; and 2) determine/introduce City's project manager.
Task 4: Develop Building Department User Fee Model and Overhead Allocation Factors
objective: Develop and test fee model and incorporate overhead factors.
Description: This task involves the development of the model ultimately used to calculate fees, based on data and
information gathered in previous tasks and in the Time Survey Interviews described in Task 5. To ensure
that City policies are met through the imposition of the calculated fees, the model will be formatted to
include appropriate costs.
As this project does not include the development of a separate Cost Allocation Plan, we will utilize the
City's existing indirect cost allocation methodology/plan/analysis or include the calculations of said
factors as described in Task 2, to determine the appropriate indirect cost factors to apply to personnel
rates, to develop fully -burdened hourly rates. These rates will serve as a basis for calculating the full
cost of providing services.
Key model inputs will include staff and allocated overhead costs per position, and relevant budget data
on salaries and benefits, or from a position step schedule. This information will be obtained directly from
the City and incorporated directly into the user fee model. We will request clarification and/or additional
data if necessary.
The model will provide an allocation of administrative and overhead costs to fee related activities, so
that fees and billable rate schedules incorporate applicable costs. Furthermore, the fees and rates
charged to customers will also reflect the cost of the services being provided, to the extent possible
given policy and/or political considerations.
Deliverables: Willdan: One (1) user-friendly model in Microsoft Excel format, which, when finalized, City Staff can use
to calculate fee changes annually, or as often as deemed appropriate by the City Commission.
Task 5: Time Survey Interviews and Face-to-face Information Gathering
objective: Meet with City Staff to complete Time Surveys and understand service delivery processes.
Description: In order to assist staff with the completion of the survey worksheets, we will host virtual meetings with
staff.
The Willdan Team will conduct interviews with Commission/managers, as well as other staff, as deemed
appropriate and/or necessary, to determine the average time required by City Staff to provide each of
the services for which a fee is collected.
The fee model is designed so that full cost recovery fees are calculated immediately upon input of staff
time. These full costs are also compared to current cost recovery levels. This will allow Willdan and City
Staff to conclude with a final meeting to review the draft full cost recovery fees, and adjust any times as
necessary once all information has been compiled and input into the fee model.
We will schedule the interviews with City Staff to minimize any disruption to their normal workflow.
Meetings: In light of ongoing public health mandates associated with COVID-19, we will discuss with the City
whether these meetings need to be conducted via WebEx or another program of the City's choosing.
We have been using these tools during the course of the shutdowns and they have proven effective and
successful.
Deliverables: Willdan and City: Time surveys and draft full cost recovery fees.
wI LLDAN
Building Department User Fee Study 6
Task 6: Common Fees Comparison
Objective: Examine up to five (5) comparable cities/agencies in the Broward County, or jurisdictions that are similar
in either geography or profile to the City of Tamarac.
Description: We will access and use our knowledge of other jurisdictions to benchmark the City's fees by comparing
common permits with the comparable jurisdictions.
Fee schedules are rarely readily or directly comparable from agency to agency due to definitional and
operational differences, so using sample projects will help to create more apples -to -apples scenarios.
For example, a grading permit in one jurisdiction may include the plan check service, while the same
permit in another jurisdiction may not, resulting in similar sounding services with widely varying costs.
The survey will contain a comparison of sample project fees between the City and other jurisdictions.
Where possible we will identify characteristics and processes unique to the City that account for any
significant variances in fees and charges used by other jurisdictions.
Deliverables: Willdan: Recommendations provided in Task 8 will incorporate the data gathered during our
examination.
Task 7: Data Analysis and Final Fee Schedule
Objective: Incorporate information obtained from surveys to fully develop model.
Description: We will update the model, based on information received during the face-to-face surveys, to generate a
comprehensive user fee schedule. In addition, it is very common that a supplemental data request may
be necessary, based on new fees identified that the City is not currently collecting.
Where appropriate, we will suggest and discuss with staff alternate approaches to existing fee programs
and suggest potential areas where fees could be collected where they are not currently.
We will present the full cost recovery level for fees, both current and projected under the new calculated
fees, and revenue projections, given certain assumptions about the levels of subsidy for different fees.
Current levels of cost recovery will be compared to actual full costs calculated during the course of this
study. Cost will be calculated at reasonable activity levels and include all appropriate direct and indirect
costs and overhead.
Meetings: Web meetings and/or conference calls, as necessary, to gather additional input, complete analysis and
finalize fee schedule. Please see the note in Task 5 regarding COVID-19 and in -person meetings.
Deliverables: Final user fee model for the City Commission presentation and discussion.
Task 8: Prepare and Present Draft Results and Report, Conduct Presentations
Objective: Prepare and present draft results and report.
Description: This task involves the preparation of the draft report that discusses the study's background, the
methodologies utilized in the study, and the results and presentation to various stakeholder groups. As
noted below, meetings may occur during this or the next task as appropriate. The calculations used to
generate the user fee study will be included textually, as well as in easy to understand tables. Individual
fee summaries and a comprehensive fee schedule will be included. The draft report will include the
following:
■ Key results and findings;
■ Basic descriptions of each service;
■ The full cost of each service and current cost recovery levels;
■ Costs broken down graphically into indirect and direct components, with a graphic display of the
level of cost recovery;
■ Fee recommendations with associate levels of cost recovery;
■ Projections of potential fee revenue;
■ As appropriate, recommend alternative methodologies for building permit fee calculation; and
■ Summary and recommendations.
The objective of the report is to communicate the recommendation of appropriate fees, which include
the appropriate subsidy percentage for those fees where full cost recovery may be unrealistic.
w1LLDAN
Building Department User Fee Study
Meetings: Web meetings or conference calls with the City Staff, to present draft results address questions and
receive feedback.
Deliverables: Willdan: Draft report for City review and comment.
City: Review of draft report, with comments and edits.
Task 9: Revise Draft Report/Determine Cost Recovery Levels for Recommended Adoption
Objective: Review of draft report and fee model.
Description: The goal of this task is to conduct an in-depth review of the draft report and model, incorporate feedback
and changes as a result of previous discussions and meetings, and arrive at an optimum fee structure.
Often through the course of an engagement, City Staff will volunteer insightful likes and dislikes
regarding the existing fee structure. We listen to this feedback carefully because your staff members
know the community best. Comments usually revolve around issues of:
■ Understandability;
■ Fairness to applicants;
■ Ease of calculation
■ Appropriate levels of cost recovery; and
■ Full cost recovery hourly rates.
When adjusting fee recovery levels, we believe it is important to address these concerns.
Following one (1) round of comments and feedback from City staff on the draft report, we will prepare
the final report for presentation to the City Commission.
Meetings: Web meetings to review the model and finalize cost recovery levels.
Deliverables: Draft report, revised draft /final report.
Task 10: Prepare and Present Final Report/Train Staff on Model
objective: Prepare and present final report to City Commission.
Description: This task is the culmination of the entire project. Based on staff comments received regarding the draft
report, we will prepare the final report for presentation.
Meetings: One (1) conference call/web meeting with City Staff to present results, and one web (1) meeting with
City Commission to present the results and adopt the updated fee schedule.
Deliverables: Provide three hard copies and one (1) electronic PDF file copy of the final report and models. Using
Microsoft Word and Excel, an updateable electronic copy of the study and models, as well as related
schedules, will also be provided on CD/ROM.
City Staff Support
To complete our tasks, we will need the cooperation of City Staff. We suggest that the City of Tamarac assign a key
individual to represent the City as the project manager who can function as our primary contact. We anticipate that the
City's project manager will:
1) Coordinate responses to requests for information;
2) Coordinate review of work products; and
3) Help resolve policy issues.
Willdan will endeavor to minimize the impact on City Staff in the completion of this project. We will ask for responses
to initial information requests in a timely manner. If there are delays on the part of the City, we will contact the City's
project manager to steer the project back on track. We will keep the City's project manager informed of data or feedback
we need to keep the project on schedule.
Willdan will rely on the validity and accuracy of the City's data and documentation to complete the analysis. Willdan
will rely on the data as being accurate without performing an independent verification of accuracy and will not be
responsible for any errors that result from inaccurate data provided by the client or a third party.
W I LLDAN Building Department User Fee Study 8
Cost Proposal
Willdan Financial Services ("Willdan") proposes a total not -to -exceed fixed fee of $8,575 for Building Department
User Fee Study engagement.
T. Thrasher
Project Manager
$ 185
P. Patel
Project Analyst
$ 125
Hours
Total
Cost
Scope of Services
Task 1: Initial Document Request
1.0
1.0
2.0
$ 310
Task 2: Compile Inventory of Current and Potential Fees
1.0
1.0
2.0
310
Task 3: Kick-off /Refine Scope
1.0
1.0
2.0
310
Task 4: Develop Building User Fee Model & Overhead Factors
2.0
6.0
8.0
1,120
Task 5: Time Survey Interviews and Information Gathering
2.0
6.0
8.0
1,120
Task 6: Common Fees Comparison
2.0
6.0
8.0
1,120
Task 7: Data Analysis and Final Fee and Rate Schedule
4.0
8.0
12.0
1,740
Task 8: Prepare and Present Draft Report
2.0
4.0
6.0
870
Task 9: Revise Draft/Determine Cost Recovery Levels
1.0
2.0
3.0
435
Task 10: Prepare and Present Final Report
4.0
4.0
8.0
1,240
DepartmentTotal — Building
Notes
■ The cost of preparing the Fee Study can be included in the resulting new fee schedule(s). Therefore, over time,
the City can recover the initial outlay of funds that was required to complete this study.
■ Our fee includes all direct expenses associated with the project.
■ We will invoice the City monthly based on percentage of project completed.
■ Additional services may be authorized by the City and will be billed at our then -current hourly overhead consulting
rates.
■ City shall reimburse Willdan for any costs Willdan incurs, including without limitation, copying costs, digitizing costs,
travel expenses, employee time and attorneys' fees, to respond to the legal process of any governmental agency
relating to City or relating to the project. Reimbursement shall be at Willdan 's rates in effect at the time of such
response.
Hourly Fee Schedule
Our current hourly rates are listed below.
Group Manager
Managing Principal
Principal Consultant
Senior Project Manager
Project Manager
Senior Project Analyst
$250
$240
$210
Tony Thrasher $185
$165
$135
Senior Analyst Priti Patel $125
Analyst II $110
Analyst 1 $100
WI LLDAN Building Department User Fee Study
9
Firm Qualifications
Firm Profile
Willdan Financial Services, a California Corporation, is an
operating division within Willdan Group, Inc. (WGI), which
was founded in 1964 as an engineering firm working with LZ
local governments. Today, WGI is a publicly traded"
company (WLDN). WGI, through its divisions, provides
professional technical and consulting services that
ensure the quality, value and security of our nation's
infrastructure, systems, facilities, and environment. The
firm has pursued two primary service objectives since its
inception —ensuring the success of its clients and
enhancing its surrounding communities. Exportance
across
A financially stable company, Willdan has approximately Q
1,400 employees working in more than a dozen states states
across the U.S. Our employees include a number of
nationally recognized Subject Matter Experts for all areas , , f
related to the broadest definition of connected
communities —four of whom are committed to User Fee Studies, OMB Cot:
contribute their expertise throughout the duration of Citywide Cost Allocation P1
the City of Tamarac's Building Department User Fee
Study engagement.
50+
Offices
Nationwide
Willdan has solved economic, engineering and energy
challenges for local communities and delivered industry -
leading solutions that have transformed government and commerce. Today, we are leading our clients into a future
accelerated by change in resources, infrastructure, technology, regulations and industry trends.
Willdan Financial Services
Established on June 24, 1988, Willdan Financial Services is a national firm, and is one of the largest public sector
financial consulting firms in the United States. Since that time, we have helped over 1,500 public agencies successfully
address a broad range of financial challenges, such as financing the costs of growth and generating revenues to fund
desired services.
Our staff of nearly 80 full-time employees supports our clients by conducting year-round workshops and on -site training
to assist them in keeping current with the latest developments in our areas of expertise. Willdan assists local public
agencies by providing the following services:
■ Utility rate and cost of service studies; Development impact fee establishment and
■ User fee studies; analysis;
■ Cost allocation studies;
■ Real estate economic analysis;
■ Tax increment finance district formation and
amendment;
■ Property tax audits;
■ Economic development strategic plans;
■ District administration services;
■ Feasibility studies;
■ Municipal advisory services;
■ Arbitrage and continuing disclosure services;
■ Debt issuance support; and
■ Long-term financial plans and cash flow modeling.
WILLDAN
Building Department User Fee Study 10
Project Team
Our management and supervision of the project team is very simple:
staff every position with experienced, capable personnel in sufficient
Our employees know and understand
numbers to deliver a superior product to the City, on time and on
the problems facing local government
budget. With that philosophy in mind, we have selected experienced
under the current economic climate,
professionals for this engagement. We are confident that our team
and we have oriented our practice to
possesses the depth of experience that will successfully fulfill your
support an agency's modified budget
desired work performance.
policies and public service priorities.
■ Technical guidance;
Chris Fisher Principal -in -Charge ■ Project oversight;
■ Quality assurance & control; and
■ Meeting and presentation attendance.
■ Task oversight;
■ Model development;
■ Tony Thrasher Project Manager Produce key elements of the analysis;
■ Responsible for project deliverables;
■ Report evaluation; and
■ Meeting and presentation attendance.
■ Collect, interpret, and analyze key data;
■ Priti Patel Project Analyst Assistance with model development;
■ Report preparation; and
■ Meeting and presentation attendance.
Robert Quaid, CPA Quality Assurance / Third party reviewer; and
Quality Control Report evaluation.
Staff Continuity
It is important to note that
Mr. Fisher has been with Willdan
for 22 years, ensuring the City of
Tamarac of continuity and
dedication in staffing during the
completion of the project.
Mr. Fisher has been assigned to serve as the City's representative; he has
been selected for this role due to his extensive experience, which includes
the preparation and supervision of numerous fee studies, as well as his
experience presenting to governing bodies, stakeholders, and industry
groups.
Resumes
Resumes for Willdan's project team are presented on the following pages.
Building Department User Fee Study 11
Chris Fisher
Principal -in -Charge
Education Mr. Chris Fisher, Vice President and Group Manager of Willdan's Financial Consulting Services
San Francisco State group, will serve as Principal -in -Charge for the City of Tamarac's project. He will also share his
University, Bachelor of extensive knowledge related to cost -of -service principles with members of the project team.
Science, Finance
Mr. Fisher joined Willdan in April of 1999, and during that time has managed an array of financial
Areas of Expertise consulting projects for public agencies in California, Arizona, Colorado, Texas, and Florida,
Cost of Service coordinating the activities of resources within Willdan, as well as those from other firms working
Analyses on these projects. He is one of the firm's leading experts for special district financing related to
public infrastructure, maintenance, and services, including public safety.
Multi -disciplinary
Team Management Related Experience
City of DeSoto, TX — User Fee Study: Mr. Fisher served as the principal -in -charge for City's
Special District Comprehensive User Fee Study.
Formations
City of Missouri City, TX — Comprehensive User Fee Study and Cost Allocation Plan: Mr.
Client Presentations Fisher served as the principal -in -charge for the City's User Fee Study and Cost Allocation Plan.
Proposition 218 City of Mesquite, TX — Cost Allocation Plan: Mr. Fisher served as the principal -in -charge for
the City's Cost Allocation Plan study.
Affiliations
California society City of Palm Desert, CA — Cost Allocation Plan and Comprehensive User Fee
of Municipal Study: Mr. Fisher is the principal -in -charge for the ongoing full cost allocation plan and user fee
Finance Officers study. Willdan's work includes the gathering of necessary data and information, interviews with
City Staff to identify overhead support services and how they are used and interviews to gather
Municipal information related to fee -based services. We are also developing financial models to calculate
Management overhead allocations and personnel rates and the full cost of services for which fees are charged.
Association of We are working with Staff to finalize cost recovery targets, prepare reports and present the results.
Northern California
City of Irvine, CA — OMB Cost Allocation Plan and Comprehensive User Fee Study: Willdan
California Municipal completed a cost allocation plan and user fee study for the City of Irvine. Mr. Fisher managed and
Treasurers provided quality assurance to this project, ensuring the accuracy of the models, as well as the final
Association reports. He also presented the results to the City's Finance Commission and to the City
Commission.
22 Years' Experience
City of Murrieta, CA — Cost Allocation & OMB Compliant Plan and Comprehensive User Fee
Study: Mr. Fisher served as the project manager on the City's fee study. The primary objective
for the cost allocation study was to ensure that general government costs were fairly and equitably
allocated to appropriate programs and funds. The City has recently re-engaged Willdan to
conduct an update to both studies.
City of Hayward, CA — Cost Allocation Plan and User Fee Study: Mr. Fisher served as the
project manager for the City's full overhead cost allocation plan and OMB A-87 cost allocation
plan, along with a comprehensive master user fee study. He worked with the City and Willdan staff
to gather the necessary data and is overseeing Willdan's development of the cost allocation
model. The City has a complicated and detailed budget and the cost allocation plan that Willdan
developed is tailored to their structure and includes provision for several Internal Service Funds.
City of Petaluma, CA — Overhead Cost Allocation Plan and OMB Circular Plan, User Fee
Study, CIP Rate Analysis, and Hourly Overhead Rate Study: Mr. Fisher served as project
manager for the project team and provided oversight for this thorough and intensive study for the
City of Petaluma. The City has hired Willdan for multiple updates since we completed the
original study.
City of Signal Hill, CA — Cost Allocation Plan and User Fee Study: As principal -in -charge, Mr.
Fisher oversaw the development and review of a Full and OMB compliant cost allocation study
and a comprehensive user fee and rate study for the City's master list of fees.
WI LLDAN
Building Department User Fee Study 12
City of National City, CA — Cost Allocation Plan, OMB Compliant Cost Allocation Plan, User
C Fisher Fee Study, and ISF Allocation Study: Mr. Fisher served as the principal -in -charge for the City
Resume Continued of National City's Cost Allocation Plan, OMB Compliant Cost Allocation Plan, User Fee, and ISF
Allocation Study.
City of Union City, CA — Comprehensive Fee and Rate Study & Overhead Cost Allocation
Plan: Mr. Fisher served as the principal -in -charge for the City's fee study. He oversaw the
development of an overhead cost allocation plan, OMB compliant cost allocation plan, as well as
a comprehensive user fee study.
City of Indian Wells, CA — User Fee Study: Mr. Fisher was the principal -in -charge for the City's
user fee study for the Administrative, Building, Planning and Public Works Departments. Our team
gathered and confirmed data, met with City Staff to discuss the City's overhead support structure
and how operating activities use and benefit from overhead support services. We conducted
interviews to gather information related to fee -based services to be used in calculating the full cost
of providing services. We developed financial models to calculate overhead allocations and the
full cost of services and worked with Staff to develop fee -setting recommendations. We prepared
reports and presented the results and met with the development community to address their
questions about the study's methodology and results.
City of Belmont, CA — Master Fee Study and Cost Allocation Refinement: Mr. Fisher served
as the project manager for Willdan's work with the City of Belmont and the Belmont Fire Protection
District's fee study. Willdan completed a Master Fee Study and an analysis and review of the
existing Cost Allocation Plan for the City of Belmont, and a Fee and Rate Study for the Belmont
Fire Protection District.
City of Pittsburg, CA —Cost Allocation Plan and User Fee Study: Mr. Fisher provided policy
guidance and quality assurance to the City's update and development of a comprehensive user
fee study for the development of a master user fee and rate schedule and a cost allocation plan
to recover overhead costs related to central service activities.
City of West Covina, CA — Comprehensive Cost Allocation Plan and User Fee Study: Mr.
Fisher served in the role of project manager for the City's engagement. The cost allocation plan
developed will aid the City in the recovery of overhead costs related to central service activities.
City of Laguna Hills, CA — Comprehensive Cost Allocation Plan and Comprehensive User
Fee Study: Mr. Fisher oversaw the update of the City's general overhead allocation plan and cost -
of -service user fees.
"II LLDAN
Building Department User Fee Study 13
Tony Thrasher
Project Manager
Education
Due to his cost allocation and user fee analyses experience, Mr. Tony Thrasher has been selected
Bachelor of Science
to serve as Project Manager for the City's engagement. Currently, Mr. Thrasher is a Senior Project
in Economics;
Manager within the Financial Consulting Services group, whereby his responsibilities include
California State
managing projects and conducting fiscal analyses for cost allocation plans, user fees, and utility
Polytechnic
rate studies.
University, Pomona
Mr. Thrasher's prior employment was as a financial analyst working in bond, equity, and mortgage -
Areas of Expertise
backed security markets for Wells Fargo Bank, Bank of New York Mellon, and Deutsche Bank.
Cost Allocation Plans
His experience includes portfolio accounting, differential analysis, and forecasting.
Related Experience
Fiscal Analysis for
User Fees and Rates
City of Mesquite, TX — Cost Allocation Plan: Mr. Thrasher was the technical project manager
for City's Cost Allocation Study. He was directly involved in the preparation of the model and
District Administration
reports, and in the delivery of results to the City.
Services
City of Missouri City, TX — Comprehensive User Fee Study and Cost Allocation Plan:
Utility Rate Studies
Ss the technical project manager for City's Fee Study, Mr. Thrasher oversaw two analysts and
was heavily involved in the analysis, development of models, preparation of reports and delivery
12 Years' Experience
or results.
City of DeSoto, TX — User Fee Study: Mr. Thrasher served as the technical project manager for
City's Comprehensive User Fee Study. He led the collection and validation of data, development
of model and report. He met with City Staff to understand their structure, processes and costs,
and presented results to both Staff and elected officials.
Town of Sunnyvale, TX — User Fee Study: Mr. Thrasher served as the Technical Project
Manager for the Town of Sunnyvale User Fee Study engagement. Full cost calculations were
developed for each fee analyzed in the user fee study. The report included the methodology and
suggested fees for the fees the Town wished to analyze.
City of Surprise, AZ — Cost Allocation Plan: Mr. Thrasher served as the technical project
manager for the 2017 Cost Allocation Plan to identify the City's costs related to rendering internal
central support services, and the allocation of those costs to operating departments.
Kentuckiana Works, KY — Cost Allocation Plan: Mr. Thrasher is serving as the technical project
manager for Kentuckiana Works Cost Allocation Plan. This is an ongoing project.
City of Mission Viejo, CA — Cost Allocation Plan and User Fee Study: Mr. Thrasher was
assigned to work with the City on this project, providing analytical support, gathering data, working
with staff to make refinements, and developing cost allocation and fee models to ensure full -cost
recovery for building and safety, planning, community development, and public works
departments.
City of Irvine, CA — OMB Cost Allocation Plan and Comprehensive User Fee Study: Serving
as the project's analyst, Mr. Thrasher provided analytical support; and designed micro -level
allocation models to ensure full -cost recovery for public safety, public works, community
development, community services, and administrative departments.
City of Monterey, CA — Cost Allocation Plan: Mr. Thrasher is the technical project manager
for the City of Monterey Cost Allocation Plan engagement and updates. He is assisting in the
development of the City's general overhead allocation plan, whereby he applies his expertise on
alternative allocation methods.
City of Chino Hills, CA — Cost Allocation Plan and Comprehensive User Fee Study:
Mr. Thrasher is the technical project manager for the City's Cost Allocation Plan and
Comprehensive User Fee Study. He is working directly with the City contact throughout the
engagement.
' wl LLDAN
Building Department User Fee Study 14
City of Richmond, CA — Cost Allocation Plan & User Fee Study: Mr. Thrasher is serving as
T. Thrasher the project manager for the City of Richmond's fee study.
Resume Continued City of Hayward, CA — Cost Allocation Plan and User Fee Study: For this project, Mr.
Thrasher provided analytical support, and was largely responsible for the development of the
models. Primary duties include gathering and verifying necessary data, finalizing model figures
and generating reports.
City of Petaluma, CA — Overhead Cost Allocation Plan and OMB Circular Plan, User Fee
Study, CIP Rate Analysis, and Hourly Overhead Rate Study: Mr. Thrasher provided analytical
support for this engagement. His primary duties were to work with City staff to gather data, provide
assistance to the project manager, and produce reports.
City of Salinas, CA — Full Cost Allocation Plan and Comprehensive Fee Study: Mr. Thrasher
provided analytical support for the City of Salinas OMB A-87-compliant full cost allocation plan
and comprehensive fee study engagement. He worked closely with City staff to gather and analyze
data to produce reports, participated in multiple meetings, and assisted the City appointed Project
Manager in the adoption of the new fees.
City of Indian Wells, CA — User Fee Study: Mr. Thrasher served as the technical project
manager for the City's Administrative, Building, Planning and Public Works Departments. The
study involved the identification of existing and potential new fees, fee schedule restructuring, data
collection and analysis, orientation and consultation, quality control, communication and
presentations, and calculation of individual service costs cost recovery levels.
City of Palm Desert, CA — Cost Allocation Plan and Comprehensive User Fee Study:
Mr. Thrasher is currently serving as the technical project manager for the City's full cost allocation
plan and user fee study. He is directly responsible for the creation of both models for the study,
gathering and verification of the data, managing the analysts working to support him and
presenting results to the City.
A wl L.LDAN
Building Department User Fee Study 15
Priti Patel
Project Analyst
Education Ms. Priti Patel is a Senior Analyst within the Financial Consulting Services group, whereby she
Bachelor of Arts; supports project managers in conducting utility rate analyses, fee studies, cost allocation plans,
Business monitoring Proposition 218 compliance, and forming special districts.
Management,
Information Systems Coordinating and conducting activities associated with Cost Allocation Plans and User Fee
and Studies, including database integration and manipulation, revenue and expenditure analyses, and
International Business, documentation preparation are just some of Ms. Patel's duties. With these duties, she interacts
University of Cincinnati with clients on a regular basis.
Areas of Expertise Ms. Patel joined Willdan as an analyst with the District Administration Group, while with DAS she
Cost Allocation Plans performed research and analysis needed for local government financial issues related to district
administration, including document data entry and updating, database management, research and
User Fee Studies report preparation. She also provided general information on questions pertaining to Assessment
Districts and special taxes (such as Mello -Roos Pools), as well as the status of property
Proposition 218 delinquencies. Ms. Patel came to Willdan with more than five years' experience as an Analyst.
R
8 Years' Experienceelated Experience
City of Desoto, TX — User Fee Study: Ms. Patel served as the financial analyst for City's
Comprehensive User Fee Study.
City of Missouri City, TX — Comprehensive User Fee Study and Cost Allocation Plan:
Ms. Patel provided analytical support in the preparation of a full cost allocation plan and
comprehensive fee study.
Kentuckiana Works, KY — Cost Allocation Plan: Ms. Patel is the financial analyst assigned to
the Kentuckiana Works Cost Allocation Plan engagement.
City of Chino Hills, CA — Cost Allocation Plan and Comprehensive User Fee Study:
Providing analytical support in the preparation of a cost allocation plan and comprehensive fee
study, Ms. Patel worked to identify and take into account direct and indirect costs, along with
changes in staffing, structure, and service delivery methods. She also assisted in the preparation
of user-friendly Excel -based models that City staff can easily update in the future to determine the
proper allocation of expenditures and ongoing full cost of City -provided services.
City of Laguna Hills, CA — Cost Allocation Plan and Comprehensive User Fee Study:
Ms. Patel provided analytical support in the preparation of a full cost allocation plan and
comprehensive fee study for the development of a master list of fees.
City of National City, CA — Cost Allocation Plan, OMB Compliant Cost Allocation Plan, User
Fee Study, and ISF Allocation Study: Ms. Patel provided analytical support in the preparation
of this study, her primary duties included development of the models, finalizing model figures and
results, and generating reports.
City of Palm Desert, CA — Cost Allocation Plan and Comprehensive User Fee Study:
Ms. Patel is assigned as the analyst to the City of Palm Desert's full cost allocation plan and user
fee study. She supports the project manager by gathering necessary data, preparing the initial
draft models and reports, and working directly with City Staff to refine and update results during
review iterations.
City of Indian Wells, CA — User Fee Study: Ms. Patel served as the analyst for the City's user
fee study for the Administrative, Building, Planning and Public Works Departments. She led the
analytical efforts by developing the User Fee model and report, and gathering and evaluating the
data necessary for the study. She also participated in the on -site interviews with Staff to discuss
service delivery processes.
City of Lake Elsinore, CA — User Fee Study and Cost Allocation Plan: Ms. Patel provided
analytical support and gathering budget and allocation basis data for this engagement.
-W'w1 LLDAN
Building Department User Fee Study 16
City of San Fernando, CA — Cost Allocation Plan and Comprehensive User Fee Study:
P. Patel Ms. Patel is currently providing support to senior team members in the preparation of a cost
Resume Continued allocation plan, OMB compliant plan and comprehensive user fee study.
Rainbow Municipal Water District, CA — Cost Allocation Plan and OMB Compliant Plan:
Ms. Patel provided analytical support to ensure that the District's Cost Allocation Plan and OMB
compliant cost allocation model and plan fairly allocated general and administrative overhead
service costs to appropriate activities and departments.
City of Yucaipa, CA — Cost Allocation Plan and Comprehensive User Fee Study: Provided
analytical support in the preparation of a Cost Allocation Plan and OMB compliant cost allocation
plan and comprehensive fee study for the development of a master list of fees. Ms. Patel worked
to identify and take into account direct and indirect costs, along with changes in staffing, structure,
and service delivery methods. She also assisted in the preparation of user-friendly Excel -based
models that City staff could easily update in the future to determine the proper allocation of
expenditures and ongoing full cost of City -provided services.
City of Goleta, CA — Cost Allocation Plan and Comprehensive User Fee Study:
Ms. Patel is financial analyst for the City of Goleta's ongoing Cost Allocation Plan and
Comprehensive User Fee Study engagement.
City of Richmond, CA — Cost Allocation Plan & User Fee Study: Ms. Patel is the financial
analyst on the City of Richmond's ongoing User Fee Study and Cost Allocation Plan. She is
assisting the project manager with gathering and validation of data, development of the models
and related analysis, staff interviews and preparation of reports and presentations.
City of Pittsburg, CA —Cost Allocation Plan and User Fee Study: Ms. Patel was assigned to
provide assistance to senior project team members on the City of Pittsburg Cost Allocation Plan
and User Fee Study engagement. She will be a technical lead for the gathering of data, creation
of the models and preparation of study reports and presentations. The City hired Willdan for the
original study, and for two subsequent updates.
City of Monterey, CA — Cost Allocation Plan: Ms. Patel is serving as the financial analyst for
the City of Monterey Cost Allocation Plan and updates. In this role she is responsible for obtaining
updated information and data, reviewing overhead structure and functions and preparing the
updated model and report. The City originally hired Willdan for the creation of the first Cost
Allocation Plan, and has hired us for multiple updates since then.
City of Fillmore, CA — Full Cost Allocation Plan and User Fee Study: Ms. Patel helped
develop a cost allocation plan and model that fully allocated central overhead costs to appropriate
operating departments, funds, and/or programs. She assisted in the completion of the model and
report and worked directly with senior staff to their feedback and revisions.
City of Dinuba, CA — Cost Allocation Plan Update and Utility Rate Study: Ms. Patel assisted
with a utility rate study and a cost allocation plan update for the City. Duties included reviewing
relevant documentation, gathering information related to indirect staffing and functions, assisting
in the preparation of a comprehensive draft cost allocation model and plan, and testing and
reviewing the model and results with project management staff.
-wI LLDAN
Building Department User Fee Study 17
Robert Quaid, CPA
Quality Assurance / Technical Advisor
Education
With his 35 years of extensive experience, Mr. Robert Quaid has been selected to provide quality
Bachelor of Science,
assurance/quality control in the role of technical advisor. In his position as a Principal Consultant
University of Southern
at Willdan, Mr. Quaid provides project management, procedural support, technical support, and
California
quality review for Willdan's District Administration group, as well as the Financial Services
Consulting group specific to cost allocation plans, user fee studies, and special financial analysis.
Areas of Expertise
Fiscal Analysis for
Prior to joining Willdan, Mr. Quaid worked in the private industry of real estate accounting and
User Fees and Rates
finance. He began his career with the public accounting firm formerly known as Haskins & Sells
(currently known as "Deloitte & Touche"). His experience includes financial statement analyses,
Cost Allocation Plans
asset administration, computer conversion, and reporting to the Securities and Exchange
Commission for several public real estate partnerships. In 1979, Mr. Quaid became a licensed
Acquisition Audit
California CPA.
Services
Related Experience
Statutory Financial
City of Thousand Oaks, CA — Cost Allocation Plan: Mr. Quaid served as project manager for
Reporting
the development of an OMB A-87 compliant cost allocation plan model using fiscal year actual
costs as the basis for the allocations. He was responsible for the preparation of the Cost Allocation
Fund Audits
Plan report and provided cost allocation model training to City staff.
Quality Review of
The objective of this project was to determine the appropriate allocation of indirect costs from City
Community Facilities,
General Fund central service departments to the General Fund operating departments/programs
Lighting &
and the non -General Fund departments/programs. The plan model included 16 allocation bases
Landscaping, and
allocating costs to over 100 departments and divisions. Both full and OMB A-87 cost allocation
Assessment Districts
models were delivered to the City. Willdan was awarded a four-year contract.
Affiliations
Cities of Fontana, Gardena and Hawthorne, CA — Cost Allocation Plan Projects: For each
California Society of
of these cities, Mr. Quaid served in the role of task manager for the development of an OMB A-87
Municipal Finance
compliant cost allocation plan model using Microsoft Excel. He was responsible for the preparation
Officers
of the cost allocation plan report and trained City staff on how to use the cost allocation model.
California Society of City of Rialto, CA — Comprehensive User Fee Study: Project manager for the Comprehensive
CPAs User Fee Study to develop a user fee model in Microsoft Excel and update fees for Planning,
Engineering, Building, Public Works, Recreation, Police, Fire, City Clerk, Treasurer and Finance.
Certifications/
Licenses City of Cathedral City, CA — Comprehensive User Fee Study: Mr. Quaid served as project
Certified Public manager for a user fee study that required updating fees for Planning, Engineering, Building,
Accountant Police, Fire, City Clerk, and Finance.
35 Years' Experience Mr. Quaid has provided Quality Assurance and Quality Control to multiple clients throughout
California. Provided below are a few examples of clients in which services have been provided in
the previous three years.
■ City of Arcadia, CA
■ City of Cerritos, CA
■ City of Claremont, CA
■ City of Coalinga, CA
■ City of El Cerrito, CA
■ City of Escondido, CA
■ City of Galt, CA
■ City of Hayward, CA
■ City of Indian Wells, CA
■ City of Goleta, CA
A/WI LLDAN
■ City of Monterey, CA
■ City of Petaluma, CA
■ City of Rocklin, CA
■ City of St. Helena, CA
■ County of San Benito, CA
■ City of San Bruno, CA
■ City of Salinas, CA
■ City of Union City, CA
■ City of Watsonville, CA
■ County of Placer, CA
Building Department User Fee Study
18
References
Below are recent project descriptions, including client contact information, that are similar in nature to those requested
by the City of Tamarac. We are proud of our reputation for customer service and encourage you to contact these clients
regarding our commitment to completing the projects within budget and agreed upon timelines.
City of Oviedo, FL
Cost Allocation Plan
Willdan assisted the City of Oviedo with the development of a cost allocation methodology and model that identifies
the allocable and non -allocable costs associated with the City's central service departments and functions. Those
costs are then distributed to City utility funds and operating entities in a fair and equitable manner based on how
service is provided and utilized by the operating groups.
The model was created in Microsoft Excel, so that City staff can retain it for future updates.
Client Contact: Mr. Jerry Boop, Finance Director
400 Alexandria Boulevard, Oviedo, FL 32765
Tel #: (407) 971-5544 1 Email: jboopta'�cityofoviedo.net
Town of Sunnyvale, TX
Comprehensive User Fee Study
Willdan assisted the Town of Sunnyvale with the preparation of a Comprehensive User Fee Study. The Town wished
to undertake a comprehensive review and evaluation of user fees and rate charges. Included in the study was a cost
of service analysis, comparison with surrounding jurisdictions, and recommended fee analysis based on the Town's
cost recovery policy.
This study was recently completed and included fees for the following: general/parks (rental fees and deposits);
engineering; planning; public safety, including police, fire, and emergency medical services; and user fee based utility
services. Willdan recommended cost recovery strategies and identified best practices in establishing the user fees.
Client Contact: Ms. Rachel Ramsey, Director of Administration/Town Secretary
127 North Collins Road, Sunnyvale, TX 75182
Tel #: (972) 226-7177 1 Email: rachel.ramseva-townofsunnvvale.ora
City of Missouri City, TX
Full Overhead Cost Allocation Plan, OMB Cost Allocation Plan, and Comprehensive User Fee Study
Willdan prepared for the City of Missouri City on their Full and OMB compliant Cost Allocation Plan and
Comprehensive User Fee Study.
The City was seeking an outside consultant to complete a review and update of their current cost allocation plan and
the preparation of a comprehensive user fee study for the development of its master list of fees. Our primary objective
for the cost allocation study was to ensure that general government costs are fairly and equitably allocated to
appropriate programs and funds, which are based on tailored and well thought out allocation factors.
For the Fee Study, the primary objective was to ensure that fees for requested services are calculated to account for
the full cost of providing the services, and set appropriately, given City policy and financial objectives.
Client Contact: Ms. Edena Atmore, Director of Financial Services
1522 Texas Parkway, Missouri City, TX 77489
Tel #: (281) 403-8614 1 Email: edena.atmorea-missouricitytx.gov
WILLDAN Building Department User Fee Study 19
City of Hayward, CA
Full Overhead Cost Allocation Plan, OMB A-87 Cost Allocation Plan, and Comprehensive Master
User Fee Study
Willdan completed a full overhead cost allocation plan and OMB A-87 cost allocation plan, along with a
comprehensive master user fee study for the City of Hayward. The Willdan team worked with City staff to gather the
necessary data to develop the cost allocation model. The City had a complicated and detailed budget and the cost
allocation plan that Willdan developed is tailored to their structure and includes provisions for several Internal Service
Funds. Willdan staff worked through the course of reorganizing staff functions and/or reducing staff, it was important
to revisit the manner and methodology by which indirect overhead costs were distributed to the operating
departments and, as appropriate, other chargeable funds and programs. The City was in need of a new cost
allocation plan that would ensure the fair and equitable allocation of government expenses to appropriate
departments, programs, and funds, while utilizing tailored and well thought out allocation factors.
Furthermore, Willdan updated many of its user fee programs, and the information developed during the cost
allocation plan served as the basis for the study.
Willdan has been recently re -selected to provide Cost Allocation Plan and User Fee updates for multiple
years.
Client Contact: Mr. Dustin Claussen, Director of Finance
777 B Street, 3rd Floor, Hayward, CA 9454
Tel. #: (510) 583-4010 1 Email: dustin.claussen(a.hayward-ca.gov
City of Twentynine Palms, CA
Comprehensive User Fee Study, Full Cost Allocation Plan & OMB Cost Allocation Plan
Willdan Financial Services conducted a Comprehensive User Fee Study to assist the City of Twentynine Palms in
accurately reflecting the actual costs associated with related services. Willdan completed this study in a manner that
would fully identify and consider all direct/indirect costs.
The City was also in need of a Full and OMB compliant cost allocation plan that would ensure the fair and equitable
allocation of government expenses to appropriate departments, programs, and funds, while utilizing tailored and
well thought out allocation factors.
Final fee recommendations were made to address the City's goal to ensure that fees recovered as much of the cost
of providing services as was feasible, including overhead, given policy and political constraints.
Client Contact: Mr. Frank Luckino, City Manager and Finance Director
6136 Adobe Road, Twentynine Palms, CA 92277
Tel #: (760) 367-6799 1 Email: fluckino(cD29palms.org
City of Irvine, CA
Comprehensive User Fee Study, Cost Allocation Plan & OMB Cost Allocation Plan
Willdan completed a comprehensive user fee study and full cost allocation plan for the City of Irvine. The cost
allocation plan was also OMB compliant, whereas the user fee study focused on the community development/
planning, city clerk, public safety, and public works departments.
In addition to identifying the true costs of City -provided services, Willdan staff worked with each department to
identify opportunities in recovering costs of services for which no fee had previously been collected.
Willdan also conducted the City's previous study, as well as updates to the studies, and was recently re -
selected to conduct a Building and Safety User Fee.
Client Contact: Ms. Amy Roblyer, Senior Management Analyst — Fiscal Services
One Civic Center Plaza, Irvine, CA 92606
Tel #: (949) 724-6255 1 Email: aroblver _cityofirvine.org
TT WI LLDAN Building Department User Fee Study 20
Similar Services
Listed in the table below, are public agencies in which similar services have been completed, or are currently in
progress, in the previous five years. These studies have been completed by team members included herein.
City of Arcadia, CA Cost Allocation Plan and Comprehensive User Fee Study
City of Aurora, CO Cost Allocation Plan and Comprehensive User Fee Study
City of Banning, CA Cost Allocation Plan, OMB Compliant Plan, User Fee Study
and Development Impact Fee Study
City of Bedford, TX Cost Allocation Plan
Cost Allocation Plan, OMB Compliant Plan, User Fee Study
City of Bellflower, CA and Development Impact Fee Study
City of Belmont, CA User Fee Study and Refinement of Cost Allocation Plan
City of Blythe, CA Cost Allocation Plan and OMB Compliant Plan
City of Brea, CA Police Department Cost Allocation Plan
City of Cerritos, CA
Development Services User Fee Study
City of Chino Hills, CA
Cost Allocation Plan and Comprehensive User Fee Study,
and Updates
City of Claremont, CA
Cost Allocation Plan and User Fee Study
City of Coalinga, CA
User Fee and Rate Study
City of Colton, CA
User Fee Study
City of Coppell, TX
Full Cost Allocation Plan
City of Cudahy, CA
Cost Allocation Plan, OMB Compliant Plan, User Fee Study
and Development Impact Fee Study
City of DeSoto, TX
Comprehensive User Fee Study
City of Dinuba, CA
Cost Allocation Plan & Updates
City of El Centro, CA
Comprehensive User Fee Study
City of El Cerrito, CA
Cost Allocation Plan and Community Development Department
User Fee Study
City of El Monte, CA
Cost Allocation Plan, OMB Compliant Plan, User Fee Study
and Development Impact Fee Study
City of Encinitas, CA
Development Services User Fee Study and Cost Allocation Plan
City of Escondido, CA
Cost Allocation Plan, OMB Compliant Plan,
and Comprehensive User Fee Study
City of Fillmore, CA
Cost Allocation Plan, OMB Compliant Plan, and User Fee Study
City of Fountain Hills, AZ
Comprehensive User Fee Study
City of Fontana, CA
Building & Safety User Fee Study
City of Fullerton, CA
Community Development Department User Fee Study
City of Galt, CA
Cost Allocation Plan and OMB Compliant Plan
City of Gardena, CA
Cost Allocation Plan
•■ WI LLDAN Building Department User Fee Study
21
Cost Allocation Plan, OMB Compliant Plan, and
City of Gilroy, CA
Comprehensive User Fee Study
City of Glendale, AZ
Cost Allocation Plan
-- --- ----- -- - - - ---- - - ----- - -- --------
------- -----
Cost Allocation Plan, OMB Compliant Plan,
City of Goleta, CA
and Comprehensive User Fee Study
City of Hawthorne, CA
Cost Allocation Plan and User Fee Study
-------- ------ ____ - - -- - - -- -
-- -- - --- --- -- --
Comprehensive Master User Fee Study, Full Cost Allocation Plan, and
City of Hayward, CA
updates, and Rental Inspection Program Fee Analysis
City of Hesperia, CA
Cost Allocation Plan
City of Hollister, CA
User Fee Study
-------- -----
City of Indian Wells, CA
Comprehensive User Fee Study
--- ---
City of IrvineCA
Y
Overhead Cost Allocation, OMB Compliant Plan
,
and Comprehensive User Fee Study
City of Irwindale, CA
Cost Allocation Plan, User Fee Study and Development Impact Fee Study
City of Kingsburg, CA
Cost Allocation Plan
City of La Mirada, CA
Cost Allocation Plan and User Fee Study Update
City of La Puente, CA
Cost Allocation Plan, OMB Compliant Plan, and User Fee Study
City of Laguna Hills, CA
Comprehensive User Fee Study and Cost Allocation Plan Update
------ - --- --
Cost Allocation Plan OMB Compliant Plan,
City of Lomita, CA
User Fee Study and Development Impact Fee Analysis
City of Los Altos, CA
Y
Cost Allocation Study, OMB Compliant Plan,
and Comprehensive User Fee Study
City of Los Angeles, CA
Building & Safety User Fee Study
City of Los Banos, CA
Y
Full Cost Allocation Study, OMB Compliant Plan,
and Comprehensive User Fee Study
City of Lynwood, CA
User Fee Study and Cost Allocation Plan, and Updates
City of Manteca, CA
Cost Allocation Plan
........ ......
City of Mesquite, TX
Cost Allocation Plan and OMB Compliant Plan
City of Mission Viejo, CA
Comprehensive User Fee Study and Cost Allocation Plan
City of Missouri City, TX
Full and OMB Compliant Cost Allocation Plan and User Fee Study
City of Montebello, CA
Cost Allocation Plan
-..__ _-_-_ _
City of Monterey Park, CA
Cost Allocation Plan and User Fee Study, and Updates
City of Monterey, CA
Cost Allocation Plan and Indirect Cost Rate
City of Murrieta, CA Comprehensive User Fee Study, Cost Allocation Plan, and
Y OMB Compliant Plan and Updates
City of Napa, CA Comprehensive User Fee Study, Full Cost Allocation Plan,
Y p and OMB Compliant Plan
City of National City, CA Cost Allocation Plan, OMB Compliant Cost Allocation Plan, User Fee Study,
Y Y and ISF Allocation Study
M l_l_f]AN Building Department User Fee Study 22
City of Oroville, CA
Cost Allocation Plan
City of Oviedo, FL
Cost Allocation Plan
City of Pacifica, CA
Comprehensive Citywide User Fee Study
and Charges Rate Study
City of Palm Desert, CA
Cost Allocation Plan and Comprehensive User Fee Study
City of Patterson, CA
Comprehensive User Fee Study, Full Cost Allocation Plan,
and OMB Compliant Plan
Cost Allocation Plan, User Fee Study, CIP Admin Rate &
City of Petaluma, CA
Work Order Rate Analysis, Hourly Overhead Rates, and
ISF Allocation Study, and Updates
City of Pittsburg, CA
User Fee Study and Cost Allocation Plan
City of Rocklin, CA
User Fee Study
City of Richmond, CA
Cost Allocation Plan, OMB Compliant Plan,
User Fee Study and Development Impact Fee Study
City of Rosemead, CA
Cost Allocation Plan, OMB Compliant Plan,
User Fee Study and Development Impact Fee Study
City of St. Helena, CA
Cost Allocation Plan, OMB Compliant Plan, User Fee Study
and Development Impact Fee Study
City of Salinas, CA
Full Cost Allocation Plan and Comprehensive Fee Study
City of San Bruno, CA
Comprehensive User Fee Study, Cost Allocation Plan,
and OMB Compliant Plan
City of San Fernando, CA
Cost Allocation Plan, OMB Compliant Plan, User Fee Study
and Development Impact Fee Study
City of San Jacinto, CA
Cost Allocation Plan, OMB Compliant Plan, User Fee Study
and Development Impact Fee Study
City of San Luis, AZ
Cost Allocation Plan
City of San Marcos, CA
Cost Allocation Plan and Indirect Cost Rate Studies
City of Santa Ana, CA
User Fee Study
City of Signal Hill, CA
Comprehensive User Fee Study, Cost Allocation Plan,
and OMB Compliant Plan
City of Soledad, CA
User Fee Study
City of Stanton, CA
Full Cost and OMB Compliant Allocation Plan
& Comprehensive User Fee Study
City of Surprise, AZ
Full Cost Allocation Plan
City of Tulare, CA Comprehensive User Fee and Rate Study, Full Cost
Allocation Plan, and OMB Compliant Plan
City of Tustin, CA Comprehensive User Fee Study
City of Twentynine Palms, CA Comprehensive User Fee Study, Full Cost Allocation Plan,
and OMB Compliant Plan
Comprehensive User Fee Study, Full Cost Allocation Plan,
City of Union City, CA and OMB Compliant Plan
AN'\A11 LLDAN Building Department User Fee Study
23
City of Watsonville, CA
City of West Hollywood, CA
City of West Sacramento, CA
City of Yucaipa, CA
County of Mono, CA
County of Placer, CA
County of San Benito, CA
Housing Authority of the County
of San Bernardino, CA
Kentuckiana Works, KY
Rainbow Municipal
Water District, CA
Sacramento Public Library, CA
Town of Paradise Valley, AZ
Town of San Anselmo, CA
Town of Sunnyvale, TX
Comprehensive User Fee and Rate Study, Cost Allocation Plan,
and OMB Compliant Plan, and Updates
- - ------------ - - -
Cost Allocation Plan and User Fee Study
- - - -
Cost Allocation Plan, OMB Compliant Plan,
and Comprehensive User Fee Study
--- ----._-------111111------- -- - - --
Comprehensive User Fee and Rate Study, Full Cost
Allocation Plan, and OMB Compliant Plan
Comprehensive User Fee Study
- --- --
Land Development Fee Study
-------------- -----------------------------
Comprehensive User Fee Study and Development Impact Fee Study
Cost Allocation Plan
OMB Cost Allocation Plan and Updates
Cost Allocation Plan and OMB Compliant Plan
Cost Allocation Plan, and Updates
Planning and Engineering Services Fee Study
- --
Full Cost Allocation Plan and Comprehensive User Fee Study
Comprehensive User Fee Study
"II LLDAN
Building Department User Fee Study 24
Illoppm
Welcome to
TAmARAC
rkecitvFor Your Life
�WILLDAN
200 South Orange Avenue, Suite 1550
Orlando, Florida 32801
800.755.6864 1 Fax:888.326.6864
www.willdan.com
'itWI LLDAN
Financial Services
To: George Folles
Chief Building Official, City of Tamarac
From: Tony Thrasher
Senior Project Manager
Date: October 8, 2021
TR#13638 Exhibit C
10/26/2021
MEMORANDUM
Re: City of Tamarac Building Services Fee Analysis and Results
Introduction
The City of Tamarac sought analysis of certain fees within the Building and Related Codes Fee
Schedule to determine their current cost recovery and to determine full cost and
recommendations for fee updates. The fees analyzed as part of our efforts were the Building
Permit fees for new and existing construction of multi -family, office, retail, industrial, parking
garage, assembly, and hotel projects.
The City had reduced the fees for these services in past years and as a result has not been receiving
sufficient cost recovery. This deficit has impacted Development Services and puts a strain on
resources available to provide service.
The professional enforcement of carefully developed and adopted Building and Related Code
regulations is critical for the health and safety of the citizens of every community. The enforcement
of these codes also requires the adoption of reasonable fees. Fees, by State mandate, may not be
an unmetered revenue mechanism for the City's General Fund. Florida Statutes prohibit the use of
permit fees for any use other than offsetting the reasonable costs of enforcing Building Codes.
Accordingly, the City of Tamarac cannot financially profit from nor fund or subsidize other
operations not reasonably related to the enforcement of the Florida Building and Related Codes.
In order to calculate appropriate fees within the boundaries of state law, cities must determine
the fair and reasonable cost of code enforcement and calculate fees accordingly. Adopted fees
should also be periodically reviewed following their use in real time activities.
Analysis
An analysis of the reasonable cost of providing services was undertaken to determine the current
cost recovery of fees. A fully burdened hourly rate was calculated to include salary & benefits,
associated operational costs, as well as indirect overhead support received from central services
of the City. Time estimates were confirmed by staff to represent a reasonable amount of time it
takes or is estimated to take in providing the listed services. The time estimates were used in
conjunction with the fully burdened hourly rate to determine the reasonable full cost of providing
each service.
The City currently utilized a fee schedule that is inconsistent to the way service is provided in that
the tiers between the square foot ranges make it such that small projects will end up paying a
higher fee for service than is reasonable, while the final tier for each construction type doesn't
allow for larger projects to pay their fair share of cost involved in providing them service. In
27368 Via Industria, Suite 200 Tel (800) 755-6864
Temecula, California 92590 mww.willdan.com Fax (951) 587-3510
Building Services Fee Analysis
Page 2
addition, the tiers do not have a mechanism for project scaling within a tier so the fee for service
is the same for different square footage projects. In order to correct these inconsistencies Willdan
used the full cost determined for services.
An initial minimum fee tier was established so that a project at a single square foot was not charged
the same as a project that was 5,000 square feet. Incremental per square foot charges were
calculated between each square foot tier so that the fee for service could vary appropriately with
the size of the project. Finally, the Final tier also includes an incremental per square foot charge
so that the fee schedule is not caped at a specific value to enable the City to charge appropriate
service fees on projects that exceed the tier schedule. This final tier's incremental charge is less
than the other tiers to account for the diminishing effort needed as a project's size continues to
grow.
Results
The resulting fee table in the appendix is the result of the analysis and accomplished the following:
1. Revenue analysis determined that there has been an average decrease of 48% of annual
revenue received as a result of lowering these fees.
2. Reasonable full cost of services was determined and the current cost recovery for services
was determined to be an average of 47%.
3. The current fee schedule created inconsistencies in charges for service that the analysis
remedied.
a. A Minimum fee tier was created.
b. Incremental per square foot amounts were calculated to better fit the cost of
service to each project
c. The final tiers include an incremental per square foot charge to not cap the fee for
service for larger projects.
4. Fees for service on smaller project would go down, while fees on larger projects would
increase.
5. Fee performance should continue to be evaluated to ensure proper cost recovery in future
years.
27369 Via Industria, Suite 200 Tel. (800) 755-6864
Temecula, California 92590 www.willdan.com Fax (951) 587-3510
Building Services Fee Analysis
Suggested Fee Table:
Page 3
I BUILDING PERMIT FEES
Current Construction Fee Schedule At Full Cost
Square FootageFee Full Cost covery
MMRkFamily/ Condo/ Apartment/
C.1.(b) Townhouse (Includes ALL Disciplines) 1 - 5,000 $6,537.00 $122.00 $122.00 plus $2.77 for each additional s.f.
Does not include roof permit 5001 - 10,000 $8,585.00 $13,972.18 $13,972.18 plus $0.88 for each additional s.f.
10001 - 15,000 $10,725.00 $18,362.42 $18,362.42 plus $0.92 for each additional s.f.
15001 - 25,000 $12,979.00 $22,93T59 $22,937.59 plus $0.48 for each additional s.f.
Greater than 25,000 $15,870.00 $27,756.29 $27,756.29 plus $0.31 for each additional s.f.
C.1.(c) Office/Retail (Includes ALL Disciplines) 1 - 10,000 [M$191266.00
$122.00 $122.00 plus $1.21 for each additional s.f.
Does not include roof permit 10001 - 25,000 $12,201.56 $12,201.56 plus $0.41 for each additional s.f.
25001 - 50,000 $18,300.94 $18,300.94 plus $0.40 for each additional s.f.
50001 - 100,000 $28,163.22 $28,183.22 plus $0.12 for each additional s.f.
Greater than 100,000 $34,039.11 $34,039.11 plus $0.08 for each additional s.f.
C.1.(d) Industrial (Includes ALL Disciplines) 1 - 10,000 N$19266.00
$11 1 $122.00 plus $2.77 for each additional s.f.
10001 - 25,000 $12,325.13 $12,325.13 plus $0.41 for each additional s.f.
25001 - 50,000 $18,422.95 $16,422.95 plus $0.37 for each additional s.f.
5DO01 - 100,000 $27,786.69 $27,786.69 plus $0.12 for each additional s.f.
Greater than 100,000 $33,673.10 $33,673.10 plus $0.08 for each additional s.f.
Parking Garage (Includes ALL
C.1.(e) Disciplines) 1 - 10,000 $5,371.00 $122.00 $122.00 plus $1.13 for each additional s.f.
Does not include roof permit 10001 - 25,000 $6,920.00 $11,396.26 $11,396.26 plus $0.22 for each additional s.f.
25001 - 50,000 $9,131.00 $14,762.66 $14,762.66 plus $0.19 for each additional s.f.
50001 - 100,000 $11,649.00 $19,520.76 $19,520.76 plus $0.11 for each additional s.f.
Greater than 100,000 $13,710.00 $24,888.83 $24,888.83 plus $0.07 for each additional s.f.
Assembly/Hotel/Other(Includes ALL
C.1.(f) Disciplines) 1 - 10,000 $7,867.00 $122.00 $122.00 plus $1.67 for each additional s.f.
Does not include roof permit 1 DO01 - 25,000 $9,883.00 $16,838.16 $16,838.16 plus $0.30 for each additional s.f.
25001 - 50,000 $13,398.00 $21,350.92 $21,350.92 plus $0.29 for each additional s.f.
50001 - 100,000 $16,923.00 $28,671.13 $28,671.13 plus $0.15 for each additional s.f.
Greater than 100,000 $19,587.00 $36,235.21 $36,235.21 plus $0.10 for each additional s.f.
BUILDING PERMIT FEES
Current Construction Fee Schedule At Full Cost
Square Foota a Fee Full Cost Recovery
Rem odels/ARerationsf tenant
C.3.(a) Improvements 1 - 5,000 $5,149.00 $122.00 $122.00 plus $2.18 for each additional s.f.
Office/Retail 5001 - 10,000 $7,699.00 $11,043.51 $11,043.51 plus $1.09 for each additional s.f.
(Includes ALL Disciplines) 1 D001 - 15,000 $11,852.00 $16,471.57 $16,471.57 plus $1.78 for each additional s.f.
15001 - 20,000 $14,319.00 $25,378.52 $25,378.52 plus $1.05 for each additional s.f.
Greater than 20,000 $17,339.00 $30,623.94 $30,623.94 plus $0.68 for each additional s.f.
Remodels/Alterationslrenant
C.3.(b) Improvements 1 - 5,000 $5,149.00 $122.00 $122.00 plus $2.18 for each additional s.f.
Industrial/Parking Garage 5001 - 10,000 $7,699.00 $11,043.51 $11,043.51 plus $1.09 for each additional s.f.
(Includes ALL Disciplines) 10001 - 15,000 $11,852.00 $16,471.57 $16,471.57 plus $1.78 for each additional s.f.
15001 - 20,000 $14,319.00 $25,378.52 $25,378.52 plus $1.05 for each additional s.f.
Greater than 20,000 $17,339.00 $30,623.94 $30,623.94 plus $0.68 for each additional s.f.
Rem odels/Alterat ions/Tenant
C.3.(c) Improvements 1 - 5,000 $5,149.00 $122.00 $122.00 plus $2.18 for each additional s f.
Assembly/Hotel/Others 5001 - 1D,000 $7,699.00 $11,043.51 $11,043.51 plus $1.09 for each additional s.f.
(Includes ALL Disciplines) 10001 - 15,000 $11,852.00 $16,471.57 $16,471.57 plus $1.78 for each additional s.f.
15001 - 20,000 $14,319.00 $25,378.52 $25,376.52 plus $1.05 for each additional s.f.
Greater than 20,000 $17,339.00 $30,623.94 $30,623.94 plus $0.68 for each additional s.f.
27368 Via Industria, Suite 200 Tel (800) 755-6864
Temecula, California 92590 www.willdan.com Fax (951) 587-3510