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HomeMy WebLinkAbout07.30.18 SPECIAL CITY COUNCIL MEETING CITY OF EVANSTON, ILLINOIS LORRAINE H. MORTON CIVIC CENTER JAMES C. LYTLE COUNCIL CHAMBERS Monday, July 30, 2018 6:00 p.m. ORDER OF BUSINESS (I) Roll Call – Begin with Alderman Wilson (II) Mayor Public Announcements (III) City Manager Public Announcements Housing Authority of Cook County Project Update (IV) Communications: City Clerk (V) Public Comment Members of the public are welcome to speak at City Council meetings. As part of the Council agenda, a period for public comments shall be offered at the commencement of each regular Council meeting. Public comments will be noted in the City Council Minutes and become part of the official record. Those wishing to speak should sign their name and the agenda item or non- agenda topic to be addressed on a designated participation sheet. If there are five or fewer speakers, fifteen minutes shall be provided for Public Comment. If there are more than five speakers, a period of forty-five minutes shall be provided for all comment, and no individual shall speak longer than three minutes. The Mayor will allocate time among the speakers to ensure that Public Comment does not exceed forty-five minutes. The business of the City Council shall commence forty-five minutes after the beginning of Public Comment. Aldermen do not respond during Public Comment. Public Comment is intended to foster dialogue in a respectful and civil manner. Public comments are requested to be made with these guidelines in mind. (VI) Special Orders of Business SPECIAL ORDERS OF BUSINESS (SP1) 2019 Budget and Priority-Based Budgeting Process – Next Steps Staff recommends City Council accept and place on file the mid-year 2018 Financial Report and the update to the 2019 Priority Based Budgeting process. Staff requests direction on revenue sources to move forward in the 2019 Budget process. For Action 1 of 208 City Council Agenda July 30, 2018 Page 2 of 4 (SP2) Resolution 54-R-18, Resolution Relating to Prevailing Wage for Public Works Projects Staff requests that the City Council adopt Resolution 54-R-18, in order to comply with the provisions of the Illinois Prevailing Wage Act, 820 ILCS 130/0.01, et seq. (the “Act”). The Act requires that contractors and subcontractors pay workers covered under the Act, who are employed on public works construction projects, a wage no less than the general prevailing rate of wages (consisting of hourly cash wages plus fringe benefits) in the county where the work is performed. For Action (SP3) Storefront Modernization Program Applications for 1901-1903 Church Street and 1623 Simpson Street Staff supports a recommendation from the Economic Development Committee to the City Council for approval of 100% financial assistance through the Storefront Modernization Program to the following Evanston commercial buildings, which would help a total of six small women and/or minority-owned businesses: 1) 1901 Church Street in an amount not to exceed $77,676.00 to install awnings, update windows and doors as needed, remove electric box signs, install lighting fixtures, and limited tuck-pointing; and 2) 1623 Simpson Street in an amount not to exceed $25,546.00 to install awnings, update windows and doors, remove electric box signs, and install lighting fixtures, and masonry work as needed. Funding for a total of $103,222 will be from the Economic Development Business District Improvement Fund (Account 100.21.5300.65522). The approved Fiscal Year 2018 Budget allocated a total of $250,000 for this account to fund both the Storefront Modernization and Great Merchant Grant programs. If approved, the Business District Improvement Fund will be expended for 2018. For Action (SP4) Contract with Hillard Heintze for the Police Department Administrative/Community Services Review Staff recommends City Council authorize the City Manager to execute a contract for the Police Department Administrative/Community Services Review (RFP 18- 35) with Hillard Heintze (30 S. Wacker Dr., Suite 1400, Chicago, IL 60606) in the amount of $24,997. Funding will be provided from Police Administration – Service Agreements and Contracts Fund (Account 100.22.2205.62509). This account has a budget of $35,000 and a YTD balance of $29,119.47. For Action (SP5) Police Chief Recruitment Vendor and Process Staff recommends City Council receive regular updates on the Police Chief recruitment process. For Action 2 of 208 City Council Agenda July 30, 2018 Page 3 of 4 (SP6) Affordable Housing Work Plan Progress to Date Staff submits a report to City Council with updates on the Inclusionary Housing Ordinance Subcommittee, other sources of revenue for the Affordable Housing Fund, the rental of accessory dwelling units, the three-unrelated occupancy rule, landlord-tenant services, the Landlord Rehabilitation Assistance Program and a housing plan scope of work. For Action: Accept and Place on File (SP7) Tenant-Based Rental Assistance Program Renewal Funding The Housing and Homelessness Commission and staff recommend approval of a funding renewal of $300,000 in HOME funds to continue the current Tenant- Based Rental Assistance (TBRA) program, administered by Connections for the Homeless. The funding will provide stable housing for two years to up to ten at- risk Evanston families with children under the age of 18 in Evanston that are underemployed, and break the cycle of poverty and instability by developing the capacity to earn a living wage to support their families and afford market rate rental housing. The increase in funding from $250,000 to $300,000 is due to the increasing costs to rent in Evanston. Funding is from the HOME Investment Partnerships Program, Account 240.21.5430.65535. Currently, the City has a total of $474,275.33 in available uncommitted HOME funds. For Action (SP8) 2018 Emergency Solutions Grant Recommendation The Housing and Homelessness Commission and staff recommend City Council approve the 2018 Emergency Solutions Grant allocations totaling $146,023: $135,072 to two social services agencies (Connections for the Homeless and the YWCA Evanston/North Shore) that provide housing and services for individuals and families who are homeless or at risk of homelessness, and $10,952 to the City of Evanston for grant administration. Funding source is the City’s 2018 Emergency Solutions Grant entitlement allocation in the amount of $146,023 from the U.S. Department of Housing & Urban Development; account 100.21.2128.XXXXX with individual account numbers for external agencies funded and City administrative costs. For Action (SP9) Lincoln Street Beach Ownership and Operations Staff recommends City Council accept and place this report on file. Staff also recommends City Council authorize the City Manager to negotiate a memorandum of understanding (“MOU”) between the City of Evanston and Northwestern University specifying the operational details and maintenance responsibilities for the Lincoln St. Beach. For Action: Accept and Place on File 3 of 208 City Council Agenda July 30, 2018 Page 4 of 4 (SP10)Appointment Board of Ethics – Lydia J. Ellul Lydia J. Ellul is a Certified Fraud Examiner (CFE) and a Certified Anti-Money Laundering Specialist (CAMS) with professional expertise in compliance, due diligence, risk management, fraud investigations and fraud assessment. She is a 14-year resident of Evanston and holds an MBA with an emphasis in Management of Information Systems from DePaul University and a bachelor’s degree in Criminal Justice from the University of Florida. For Action (SP11)Appointment of Chair to Board of Ethics Jennifer Billingsley For Action (VII) Call of the Wards (Aldermen shall be called upon by the Mayor to announce or provide information about any Ward or City matter which an Alderman desires to bring before the Council.) {Council Rule 2.1(10)} (VIII) Executive Session (IX) Adjournment MEETINGS SCHEDULED THROUGH AUGUST 15 , 2018 Upcoming Aldermanic Committee Meetings 8/2/2018 7:00 PM Housing and Homelessness Commission 8/6/2018 6:00 PM Rules Committee 8/6/2018 7:30 PM Human Services Committee 8/13/2018 6:00 PM Administration & Public Works, Planning & Development, City Council 8/15/2018 6:30 PM M/W/EBE Information is available about Evanston City Council meetings at: www.cityofevanston.org/citycouncil. Questions can be directed to the City Manager’s Office at 847-866-2936. The City is committed to ensuring accessibility for all citizens. If an accommodation is needed to participate in this meeting, please contact the City Manager’s Office 48 hours in advance so that arrangements can be made for the accommodation if possible. 4 of 208 For City Council meeting of July 30, 2018 Item SP1 2019 Budget and Priority Based Budgeting Process—Next Steps For Action To: Honorable Mayor and Members of the City Council From: Wally Bobkiewicz, City Manager Hitesh Desai, Chief Financial Officer/Treasurer Ashley King, Finance and Budget Manager Alex Thorpe, Revenue Manager Kate Lewis-Lakin, Senior Management Analyst Subject: 2019 Budget and Priority-Based Budgeting Process – Next Steps Date: July 30, 2018 Recommended Action: Staff recommends Council accept and place on file the mid-year 2018 Financial Report and the update to the 2019 Priority Based Budgeting process. Staff requests direction on revenue sources to move forward in the 2019 Budget process. Funding Source: N/A Livability Benefits: Innovation & Process: Support local government best practices and processes. Summary: Staff will give a presentation to Council detailing the second quarter financial report and the start of the 2019 Budget process. Background: On June 18, staff provided the Council with an update on the priority based budgeting survey. Council provided direction that staff should move forward with the expense and revenue analysis as presented at that time. Mid-Year Budget Discussion Attachment 1 is a full analysis of the second quarter financial report and the June financial report. As can be seen in this document, staff anticipates ending 2018 in stable condition. Staff will present a powerpoint further explaining the current status of funds and rationale for this outlook. PBB Update During the June 18th meeting, Alderman Fleming requested further information about the study of each program presented for further study. A June 22nd memorandum Memorandum 5 of 208 further detailing the items and the questions to be answered on each program is Attachment 2. As can be seen in Attachment 2, many of these analyses are in-depth and require significant research from staff. These results will be presented later in the budget discussions. Attachment 3 includes answers on some of the questions raised during the PBB process as they were able to be researched in advance of this meeting. Additionally, the Police Management Audit and Fire Department review are both in progress. The Police Chief and Fire Chief will give City Council an update on both processes at Monday’s meeting. Revenue Option Update During the June 18th presentation, staff provided Council with a listing of potential revenue sources. Council requested additional information/research into all of the items presented with the exception of Red Light Cameras—which were removed from consideration for the 2019 Budget. The following revenue changes are still in consideration: Details on these revenue proposals can be found in Attachment 4. During the July 23rd Council meeting, Council further discussed the increase in real estate transfer tax. Since this was approved by Council, a resolution and public hearing are scheduled for August 13. · Real estate transfer stamps increase/tiered rate 750,000 · Home rule sales tax 0.25% 1,500,000 · Eliminate first hour free at City garages 185,000 · Food and beverage tax 175,000 · Transportation network tax to $0.40 300,000 · Hotel tax increase 0.5% 115,000 · Install parking meters along the lakefront and surface lots 550,000 · Increase hourly parking deck fees & put in automatic escalation 390,000 · Increase Sherman Ave. Garage monthly permit fee 148,500 · Increase parking meter hourly fee by $0.50/hour 1,695,600 · Increase surface parking lot monthly permit fee 38,880 · Elimination of free Sunday parking in meters & garages 685,000 · Wheel tax increase to $95 500,000 · Increase boat rack & launch fees 14,500 TOTAL 7,047,480 · Explore potential sale of Maple Ave Parking Garage -- research in progress 6 of 208 At this time, staff requests direction regarding the revenue sources that should be included in budget planning moving forward. Public Outreach—August & September During the June 18th meeting, staff discussed providing additional outreach on the budget process—particularly to the population that was underrepresented in the PBB survey results. Moving forward, staff would like to utilize the Cradle to Career Community Ambassadors group to go into the community to share information about the variety of ways to get involved in the 2019 budget process. A draft of the document which will be handed out by this group is included as Attachment 5. Staff will be holding trainings for these Ambassadors to help them to facilitate conversations throughout the City. Staff anticipates that during the month of August, there will be approximately 8 outreach events. Budget Outreach Event—September 13 Prior to presenting the proposed budget each year, staff aims to gather feedback from the public which is incorporated into the proposed document. For the past few years, this has been a multi-media event hosted at the Civic Center with residents submitting questions via facebook and 311 with live streaming on the City’s cable channel. For the 2019 Outreach event, staff would like to schedule the date of Thursday, September 13 and plan an event again in G300 of the Civic Center. This time, staff suggests live streaming it to a variety of locations so that each ward may have a meeting to view and discuss the presentation. Electronic Feedback After presenting the 2019 City Manager’s Proposed Budget on October 5th, staff will be utilizing “A Balancing Act” software to gauge resident responses and potential adjustments to be incorporated into the Adopted Budget. The cost of this outreach software is $6,000 and is authorized by the City Manager. The software allows respondents to change the distribution of funds by category and analyze the results. The software will be available for resident reponses from October 5-October 25th. The results will be presented during the budget discussion on Saturday October 27th. Budget Calendar Originally presented during the June 18 Council meeting, below is a copy of the 2019 Budget Calendar: 7 of 208 Attachments Attachment 1A—Second Quarter Financial Report Attachment 1B—June Monthly Financial Report Attachment 1C—Treasurer’s Report for Second Quarter Attachment 2—PBB Updated Workplan Memo—June 22, 2018 Attachment 3—PBB Updates from Departments Attachment 4—2019 Potential Revenue Increases--Update Attachment 5—Outreach Summary Document DATE TIME ACTIVITY Monday, March 19, 2018 7PM Priority Based Budgeting roll-out April 10-June 7, 2018 PBB Survey Open to the Public Monday, June 18, 2018 7PM PBB Update & Next Steps June-August Targeted outreach & engagement Monday, July 30, 2018 7PM PBB Update Mid-Year 2018 Budget Review August & September Continued face to face outreach & engagement 7PM Public Outreach Event Monday, September 17, 2018 7PM Human Services Program Review Presentation Friday October 5, 2018 5PM Proposed 2019 Budget to City Council Online outreach tool open to the public Monday, October 15, 2018 7PM 2019 Budget Discussion Monday, October 22, 2018 7PM* 2019 Budget Discussion Saturday, October 27, 2018 9AM - 1PM Special City Council meeting Public Hearing-- Truth in Taxation Public Hearing-- FY 2019 Proposed Budget Preliminary Tax Levy Estimate Monday, November 12, 2018 7PM 2019 Budget Discussion (if needed) Monday, November 19, 2018 7PM* 2019 Budget & 2018 Tax Levy Adoption *meeting times are approximate Rosh Hashana is September 9-11 Yom Kippur is September 18-19 Columbus Day is October 8 Thanksgiving is November 22 All meetings are held in the James C. Lytle Council Chambers City of Evanston 2019 Budget Calendar 8 of 208 Thursday, September 13, 2018 7For the City Council Meeting of September 20, 2010 2nd Quarter Financial Report For City Council meeting of July 30, 2018 Item SP1 Second Quarter Financial Report for Fiscal Year 2018 For Acceptance and Placement on File For Action To: Honorable Mayor and Members of the City Council From: Hitesh Desai, Chief Financial Officer/Treasurer Ashley King, Budget & Finance Manager CC: Wally Bobkiewicz, City Manager Subject: Second Quarter Financial Report for Fiscal Year 2018 Date: July 30, 2018 Recommended Action: Staff recommends City Council accept and place the Second Quarter Financial Report for FY 2018 on file. Summary: At this point, the City ended the second quarter of the 2018 fiscal year in stable financial condition. Through June 30, 2018, there is a General Fund surplus of $2,272,622. Revenues received are at 50.8% of budget with expenses at 49.1% of budget. Attached are summaries of the City’s funds for the second quarter of FY 2018. In reviewing these reports, please note the following: A majority of the revenues are recorded at the time they are actually received (permits, property taxes, fees, etc.), however, some revenues are recorded at the time of notification of the revenue being earned by the City (sales, income, telecommunications taxes, etc). State revenue sources are delayed by one to three months based on the revenue source in question. While some revenues are received on a monthly basis, other revenues are received less uniformly throughout the year. An example is property taxes, which are billed bi-annually and then distributed by the County as payments are received. This disbursal method contrasts with other revenue sources such as sales taxes, which are collected by the State and distributed on a monthly basis. Operating expenses are incurred on a uniform basis for items such as payroll, utilities, fuel, etc., and on an as needed basis for supplies, equipment and specific outsourced services. June included 3 payrolls. So far in 2018, there have been 12.5 payrolls. The remainder of the year has 13.5 payrolls left. Memorandum 9 of 208 Attachment 1A—Second Quarter Financial Report - 2 - General Fund Revenues: General Fund revenues through June 30, 2018 were $58.3 or 50.8% of budget. This is significantly higher than the 2017 revenue of $54,060,222 through the second quarter. This increase can be attributed to higher revenues in almost all categories including property tax, other taxes, permits, fees and other revenues. The second quarter performance of major General Fund revenue sources is summarized below:  Through June 30, 2018 property tax revenue was $15,954,204 or 55.30% of budget. This is slightly higher than the property tax revenue received during the second quarter of 2017.  State income tax was recorded in the amount of $3,970,208 through June 30, 2018, achieving 56.71% of the budget target for this revenue item. State income tax is typically received in arrears by one or two months.  Regular sales tax revenue through second quarter FY 2018 was $5,028,594 or 47.69% of budget. Home rule sales tax revenue through second quarter FY 2018 was $3,024,805 or 47.16% of budget. Staff anticipates that sales tax through the end of 2018 may remain below budget.  Real estate transfer tax through June 30, 2018 totaled $1,887,495 achieving 57.19% of the budget target for this item. Actual revenues through the year end are expected to reach budgeted target. The city received $3,888,522 in 2017.  Through June 30, 2018, licenses, permits, and fees were approximately 43.60% of budget. Building permit revenue is $2,335,423 or 50.92% of budgeted amount of $4,585,900. General Fund Expenditures: Through June 30, 2018, General Fund expenditures were $56,061,629 or 49.10% of budget. This number includes the former Economic Development Fund, an increase to pension payments (expensed in the General Fund as a transfer to the pension funds), and the aforementioned 3 June payrolls. It is important to note for the General Fund that many expenditures / disbursements are not made evenly throughout the year. For example:  Through June 30, 2018, the over-time budgets for multiple departments have been higher than anticipated.  Seasonal employee wages in Parks, Recreation and Community Services are typically charged during the summer months.  Police Department assigns additional patrol details during the summer months.  The City will have three pay periods in November 2018 and each payroll charged to General Fund is estimated at $2,600,000.  Current staff estimates have year-end estimates for the General Fund slightly below budget for expenses. 10 of 208 Attachment 1A—Second Quarter Financial Report - 3 - Enterprise Funds: Revenues and expenses for the Water, and Sewer Funds were below the 50% budget target through June 30, 2018. Revenues in the Parking Fund were 52.40% while expenses were 28.00%. Expenses were considerably lower in all enterprise funds mainly because of pending debt service payments. Revenues in the Solid Waste Fund were 47.60% of budget and expenses were running at 43.40% of budget, yielding an operating surplus for the year of $284,251. Similar to the General Fund, many enterprise fund revenues and expenses / disbursements do not occur evenly throughout the fiscal year. For example, the majority of enterprise fund capital project expenses are incurred throughout the summer months and billed with a lag. Staff will continue to monitor and report on the performance of City enterprise fund revenues and expenditures throughout FY 2018. Year-end Estimates: In preparation for the start of the 2019 Budget, staff has begun looking at year-end estimates and plans to refine these estimates with departmental review throughout the budget process. Currently, it is anticipated that the City will end 2018 in stable financial condition. Attachments Attachment 1B: June 30, 2018 Monthly Financial Report Attachment 1C: Treasurer’s Report for Second Quarter 11 of 208 Attachment 1B—June Monthly Financial Report To: Wally Bobkiewicz, City Manager From: Hitesh Desai, CFO/City Treasurer Ashley King, Budget & Finance Manager Kate Lewis-Lakin, Senior Management Analyst Subject: June 2018 Monthly Financial Report Date: July 17, 2018 Please find attached the unaudited financial statements as of June 30, 2018. A summary by fund for revenues, expenditures, fund and cash balances is as follows: Memorandum YTD Revenues YTD Expenses YTD Net Fund Balance Cash Balance 58,334,251 56,061,629 2,272,622 15,488,721 9,006,016 520,977 455,792 65,185 709,684 709,685 414,286 233,342 180,944 170,129 170,129 1,189 500,000 (498,811) (496,927) 503,072 3,824,264 3,225,738 598,527 1,640,831 1,582,901 157,860 54,962 102,898 106,987 106,988 - 6,833 (6,833) 301,566 301,565 16,793 24,385 (7,593) (7,593) 97,220 971,459 1,228,995 (257,536) 2,116,194 1,951,575 696,108 485,438 210,670 392,666 82,617 159,977 92,500 67,477 (131,317) (131,317) 15,706 257,658 (241,952) (177,845) (177,845) 21,808 64,946 (43,138) 209,474 209,473 247 - 247 170,418 170,418 102,670 117,279 (14,609) (5,332) (5,332) 99,891 91,117 8,774 1,485,318 1,489,734 2,992,230 3,578,188 (585,958) 4,676,586 4,752,808 6,691,056 2,055,360 4,635,695 4,877,476 4,953,345 346,849 1,015,479 (668,630) (421,252) (418,982) 51,739 23,726 28,013 460,779 469,102 26,404 1,032 25,372 19,363 19,363 31,310 1,032 30,278 91,471 91,472 10,251 - 10,251 12,458 12,458 3,354,479 5,791,422 (2,436,943) 6,321,530 7,449,198 - 1,021,170 (1,021,170) (480,309) (480,309) 132,333 291,507 (159,173) 2,838,527 2,834,990 5,832,048 3,609,400 2,222,648 6,933,349 6,765,698 9,620,377 7,030,488 2,589,890 9,152,685 5,235,746 6,130,593 5,147,247 983,345 5,021,100 2,647,234 2,503,749 2,219,498 284,251 (777,715) (1,269,704) 1,505,238 1,502,766 2,472 343,815 (437,848) 688,073 640,811 47,262 896,781 896,781 8,967,911 9,746,364 (778,453) (5,116,958) (2,306,562) Grand Totals 114,222,128 106,576,104 7,646,024 56,822,662 47,281,686 Fund Fund Description 100 GENERAL FUND 176 HEALTH AND HUMAN SERVICES 175 GENERAL ASSISTANCE FUND 180 GOOD NEIGHBOR FUND 185 LIBRARY FUND 195 NEIGHBORHOOD STABILIZATION 200 MOTOR FUEL TAX FUND 205 EMERGENCY TELEPHONE (E911) 210 SPECIAL SERVICE AREA (SSA) #4 215 CDBG FUND 220 CDBG LOAN FUND 235 NEIGHBORHOOD IMPROVEMENT 240 HOME FUND 186 LIBRARY DEBT SERVICE FUND 250 AFFORDABLE HOUSING FUND 300 WASHINGTON NATIONAL TIF 330 HOWARD-RIDGE TIF FUND 335 WEST EVANSTON TIF FUND 340 DEMPSTER-DODGE TIF FUND 345 CHICAGO-MAIN TIF 350 SPECIAL SERVICE AREA (SSA) #6 187 LIBRARY CAPITAL IMPROVEMENT 320 DEBT SERVICE FUND 415 CAPITAL IMPROVEMENTS FUND 416 CROWN CONSTRUCTION FUND 420 SPECIAL ASSESSMENT FUND 505 PARKING SYSTEM FUND 510 WATER FUND 515 SEWER FUND 520 SOLID WASTE FUND 600 FLEET SERVICES FUND 601 EQUIPMENT REPLACEMENT FUND 605 INSURANCE FUND 12 of 208 Attachment 1B—June Monthly Financial Report Included above are the ending balances as of June 30, 2018 for both unreserved fund and cash balances. Of these two amounts, cash balance is the more meaningful metric since this represents liquid cash and/or invested assets which can be used (or easily sold) to support and fund current operations. While ending fund balance is also an important measurement of the City’s financial health, it usually includes illiquid assets or future cash receipts or disbursements such as receivables (including property tax) due to the City and accounts payable/accrued expenses. The beginning fund balances included in this financial report have been updated to reflect audited 2017 actuals. These numbers are slightly different than those presented in the January-April financial reports, as these were based on unaudited numbers. As of June 30, 2018, the General Fund is reporting a net surplus of $2,272,622. The fund balance in the General Fund is $15,488,721 with a cash balance of $9,006,016. The attached supplemental charts show the General Fund Revenues at 50.8% of budget and expenses at 49.1%. Fund and cash balances have decreased in June because of three payrolls. The current report includes 12.5 payrolls, with 13.5 remaining in the fiscal year. Through June 30, 2018, the Good Neighbor Fund is showing a negative fund balance of $496,927. This is because the revenue to this fund from Northwestern University is not received until later in the year. Transfers to other funds from the Good Neighbor Fund are made monthly to cover expenses throughout the year on designated projects. Through June 30, 2018, the Neighborhood Stabilization Fund is showing a negative fund balance of $7,593. This is due to the timing of grant funding revenues. Through June 30, 2018, the SSA #4 Fund is showing a negative fund and cash balance of $131,317. This is due to the timing of payments to the Downtown Evanston group. Through June 30, 2018, the CDBG fund is showing a negative fund and cash balance of $177,845. This is due to a delay in reimbursements and will be repaid with draw-downs during July. Through June 30, 2018, the HOME Fund is showing a negative fund balance of $5,332. This is due to the timing of grant funding revenues. Through June 30, 2018, the Howard-Ridge TIF Fund is showing a negative fund balance of $421,252 and a negative cash balance of $418,982. This is due to capital project spending which will be repaid later in the summer by proceeds from the 2018D bond issuance. Through June 30, 2018, the Capital Fund is showing a fund balance of $6,321,530 and a cash balance of $7,449,198. The fund continues to spend down balances from the 2017A General Obligation Bonds that were received in October 2017. 13 of 208 14 of 208 Attachment 1B—June Monthly Financial Report January February March April May June July August 2017 Unreserved Fund Balance 15,453,984$ 17,244,431$ 19,450,955$ 18,292,843$ 17,839,404$ 14,612,957$ 2018 Unreserved Fund Balance 16,512,558$ 15,306,742$ 17,933,253$ 17,384,626$ 18,479,429$ 15,488,721$ 2017 Cash Balance 6,338,271$ 6,393,110$ 11,561,044$ 10,901,398$ 10,376,936$ 6,169,276$ 2018 Cash Balance 8,905,448$ 8,120,225$ 12,288,418$ 11,184,339$ 12,226,888$ 9,006,016$ 2017 v 2018 Fund and Cash Balance-- General Fund $- $5,000,000 $10,000,000 $15,000,000 $20,000,000 $25,000,000 2017 Unreserved Fund Balance 2018 Unreserved Fund Balance 2017 Cash Balance 2018 Cash Balance 15 of 208 Attachment 1B—June Monthly Financial Report June YTD 2017 2018 2018 % Actuals Property Taxes - 15,954,204 55.3% 28,294,363 Other Taxes 4,729,763 25,039,004 50.3% 46,951,377 Licenses, Permits and Fees 770,786 5,404,391 43.6% 13,357,911 Fines and Forfeitures 201,525 1,383,246 35.6% 3,467,694 Charges for Services 851,526 5,259,507 52.2% 8,754,025 Interfund Transfers 618,143 3,708,856 47.9% 11,586,943 Intergovernmental Revenue 51,713 679,870 85.7% 1,234,749 Other Revenue 98,513 876,861 67.4% 1,858,106 Interest Income 11,403 28,312 56.5% 38,544 7,333,371 58,334,251 50.8% 115,543,711 CITY COUNCIL 492,806 49,506 280,806 57.0% 498,172 191,784 23,935 101,346 52.8% 251,193 7,540,597 637,644 3,454,615 45.8% 7,539,496 736,346 72,858 347,324 47.2% 772,045 9,075,303 1,071,289 4,474,861 49.3% 9,314,164 3,614,774 317,893 1,560,215 43.2% 2,592,984 38,391,099 3,042,611 19,755,121 51.5% 39,067,047 23,934,390 1,613,935 12,540,038 52.4% 24,355,551 3,697,529 306,833 1,525,889 41.3% 3,071,334 11,955,812 1,694,737 5,414,696 45.3% 12,479,438 14,607,356 1,203,948 6,606,717 45.2% 13,983,314 49.1% 113,924,739 7,333,371 58,334,251 50.8% 115,543,711 10,035,188 56,061,629 49.1% 113,924,739 (2,701,817) 2,272,622 1,618,972 POLICE CITY CLERK CITY MANAGER'S OFFICE LAW ADMINISTRATIVE SERVICES COMMUNITY DEVELOPMENT PUBLIC WORKS AGENCY PARKS, REC. AND COMMUNITY SERV. HEALTH FIRE MGMT & SUPPORT 10,035,188 56,061,629 REVENUE TOTALS 114,840,754 EXPENSE TOTALS 114,237,796 Fund 100 - GENERAL FUND Totals 602,958 Fund 100 - GENERAL FUND Totals EXPENSE TOTALS 114,237,796 EXPENSE 793,100 1,300,217 50,100 114,840,754 REVENUE TOTALS June 2018 Financial Report Through 06/30/18 2018 Organization Budget Fund 100 - GENERAL FUND REVENUE 28,849,196 49,742,274 12,397,400 3,882,500 10,077,550 7,748,417 16 of 208 Attachment 1B—June Monthly Financial Report June YTD 2017 2018 2018 % Actuals 150 2,068 0.0% 1,900 237,519 3,597,378 53.9% 6,303,624 347,253 2,083,520 49.4% 4,120,636 - - 0.0% - 14,014 117,589 60.8% 253,523 10,192 31,494 89.8% 62,067 609,129 5,832,048 52.4% 10,741,750 197,736 849,280 45.9% 1,675,404 667,331 1,574,931 45.6% 3,172,070 18,740 162,562 6.6% 280,311 26,637 159,824 50.0% 319,648 - - 0.0% 2,561,771 - - 0.0% 4,246 - 53,131 1.7% 267,734 11,890 89,464 29.4% 267,436 120,035 720,209 50.0% 1,584,683 1,042,370 3,609,400 28.0% 10,133,302 609,129 5,832,048 52.4% 10,741,750 1,042,370 3,609,400 28.0% 10,133,302 (433,241) 2,222,648 608,448 Fund 505 - PARKING SYSTEM FUND (1,762,367) Fund 505 - PARKING SYSTEM FUND REVENUE TOTALS 11,134,126 EXPENSE TOTALS 12,896,493 Interfund Transfers 1,440,417 EXPENSE TOTALS 12,896,493 Contingencies 11,000 Debt Service 3,070,625 Miscellaneous 304,000 Insurance and Other Chargebacks 319,648 Depreciation Expense - Salary and Benefits 1,849,028 Services and Supplies 3,451,775 Capital Outlay 2,450,000 Interest Income 35,070 REVENUE TOTALS 11,134,126 EXPENSE Interfund Transfers 4,217,040 Intergovernmental Revenue 12,125 Other Revenue 193,316 Licenses, Permits and Fees - Charges for Services 6,676,575 Fund 505 - PARKING SYSTEM FUND REVENUE June 2018 Financial Report Through 06/30/18 2018 Classification Budget 17 of 208 Attachment 1B—June Monthly Financial Report June YTD 2017 2018 2018 % Actuals 7,400 24,792 35.4% 86,063 1,578,117 9,468,152 51.8% 17,255,947 5,955 37,503 0.1% 294,812 23,996 89,930 359.7% 35,784 1,615,468 9,620,377 21.1% 17,672,605 626,902 2,656,603 47.3% 5,958,873 278,359 1,317,309 28.3% 2,528,863 86,380 515,806 1.8% 11,408 39,041 234,246 50.0% 468,492 - - 0.0% 2,470,280 - - 0.0% - - 465,369 23.7% 717,388 - - 0.0% (203,530) 306,859 1,841,155 51.1% 6,327,314 1,337,541 7,030,488 15.4% 18,279,088 1,615,468 9,620,377 21.1% 17,672,605 1,337,541 7,030,488 15.4% 18,279,088 277,926 2,589,890 (606,483) EXPENSE TOTALS 45,663,506 Fund 510 - WATER FUND Totals 32,150 Fund 510 - WATER FUND Totals REVENUE TOTALS 45,695,656 Miscellaneous 15,000 Interfund Transfers 3,602,313 EXPENSE TOTALS 45,663,506 Depreciation Expense - Contingencies 1,000 Debt Service 1,960,760 Capital Outlay 29,346,200 Insurance and Other Chargebacks 468,492 EXPENSE Salary and Benefits 5,614,331 Services and Supplies 4,655,410 Other Revenue 27,333,656 Interest Income 25,000 REVENUE TOTALS 45,695,656 Charges for Services 18,267,000 Fund 510 - WATER FUND REVENUE Licenses, Permits and Fees 70,000 June 2018 Financial Report Through 06/30/18 2018 Classification Budget 18 of 208 Attachment 1B—June Monthly Financial Report June YTD 2017 2018 2018 % Actuals 1,121,974 6,115,767 48.6% 12,477,657 - - 0.0% 14,870 2,973 14,825 296.5% 16,023 1,124,947 6,130,593 41.7% 12,508,550 145,880 630,852 49.5% 1,313,154 9,432 37,497 1.5% 88,677 235,061 293,764 13.5% 7,676 22,499 134,994 50.0% 269,988 - - 0.0% 3,530,787 363,136 3,554,302 47.1% 1,143,643 - - 0.0% 9,265 82,640 495,839 50.0% 1,141,676 858,648 5,147,247 34.7% 7,504,867 1,124,947 6,130,593 41.7% 12,508,550 858,648 5,147,247 34.7% 7,504,867 266,299 983,345 5,003,683 Fund 515 - SEWER FUND Totals (119,220) Fund 515 - SEWER FUND Totals REVENUE TOTALS 14,698,650 EXPENSE TOTALS 14,817,870 Interfund Transfers 991,677 EXPENSE TOTALS 14,817,870 Debt Service 7,540,066 Miscellaneous 1,500 Capital Outlay 2,181,300 Insurance and Other Chargebacks 269,988 Depreciation Expense - EXPENSE Salary and Benefits 1,274,709 Services and Supplies 2,558,630 Other Revenue 2,104,000 Interest Income 5,000 REVENUE TOTALS 14,698,650 Fund 515 - SEWER FUND REVENUE Charges for Services 12,589,650 June 2018 Financial Report Through 06/30/18 2018 Classification Budget 19 of 208 Attachment 1B—June Monthly Financial Report June YTD 2017 2018 2018 % Actuals - 267,563 65.3% - 41,638 56,086 20.4% 199,513 290,629 1,784,029 49.1% 3,611,308 58,831 352,983 50.0% 755,967 14,227 43,088 18.1% 250,687 405,325 2,503,749 47.6% 4,817,475 99,358 446,463 44.9% 890,220 314,882 1,600,479 45.9% 3,482,141 1,827 7,023 2.5% 24,635 - 665 3.1% 1,797 - 3,688 49.2% 3,057 26,864 161,181 50.0% 504,807 442,931 2,219,498 43.4% 4,906,657 405,325 2,503,749 47.6% 4,817,475 442,931 2,219,498 43.4% 4,906,657 (37,606) 284,251 (89,182) EXPENSE TOTALS 5,109,701 Fund 520 - SOLID WASTE FUND Totals 151,660 Fund 520 - SOLID WASTE FUND Totals REVENUE TOTALS 5,261,361 Miscellaneous 7,500 Interfund Transfers 322,362 EXPENSE TOTALS 5,109,701 Debt Service 21,797 Capital Outlay 275,750 EXPENSE Salary and Benefits 993,616 Services and Supplies 3,488,676 Other Revenue 238,000 REVENUE TOTALS 5,261,361 Charges for Services 3,632,394 Interfund Transfers 705,967 Fund 520 - SOLID WASTE FUND REVENUE Property Taxes 410,000 Licenses, Permits and Fees 275,000 June 2018 Financial Report Through 06/30/18 2018 Classification Budget 20 of 208 Attachment 1C—Treasurer’s Report for Second Quarter Memorandum To: Wally Bobkiewicz, City Manager From: Hitesh Desai, CFO/ Treasurer Ashley King, Budget and Finance Manager Subject: 2nd Quarter 2018 - Cash and Investment Report Date: July 20, 2018 Attached please find the Cash and Investment report as of June 30, 2018. A comparison between the first quarter and second quarter of 2018 investment reports indicate a decrease in combined cash & investments of $12,937,999 from $60,219,685 to $47,281,686. The decrease was principally due to the use 2017 GO Bond proceeds to pay for various capital projects. Cash and investment changes from the previous period are summarized below: As of June 30, 2018, ledger balances showing the highest percentage of total deposits was held by First Bank and Trust at $17.4M or 36.8% of the total followed closely by PMA Financial at 17.1M or 36.2%. PMA investments include money market funds of $10.4M, US Treasury Bill of $3M and Certificates of Deposits of $3.7M. Illinois Funds was at $11.7M or 24.8% and IMET was at $1.0M or 2.2%. Staff will continue to review the allocation of Cash and Investments to ensure compliance with the City’s investment policy of no greater than 50% of the city’s total cash and investments with one financial institution. If you have any questions on this report or would like to discuss in greater detail, please contact me by phone at (847) 448.8082 or by e-mail at hdesai@cityofevanston.org. 6/30/2018 3/31/2018 Change Cash 17,414,042 32,724,757 (15,310,715) Investments 29,867,644 27,494,928 2,372,716 TOTAL 47,281,686 60,219,685 (12,937,999) 21 of 208 Attachment 1C—Treasurer’s Report for Second Quarter Fund #Fund Cash Investments Interfund Total 100 General 9,568,773 192,724 (755,481) 9,006,016 175 General Assistance 737,016 15,072 (42,404) 709,685 176 Health and Human Services 78,496 - 91,632 170,129 180 Good Neighbor 585,731 - (82,658) 503,072 185 Library 2,172,927 - (590,026) 1,582,901 186 Library Debt Service 106,988 - - 106,988 187 Library Capital Improvement FD 301,565 - - 301,565 195 Neighborhood Stabilization 100,649 - (3,428) 97,220 200 MFT - 2,156,407 (204,833) 1,951,575 205 E911 - 661,121 (578,504) *82,617 210 SSD4 - - (131,317) *(131,317) 215 CDBG - - (177,845) *(177,845) 220 CD Loan 206,834 - 2,640 209,473 235 Neighborhood Improvement 170,265 - 153 170,418 240 Home - - (5,332) *(5,332) 250 Affordable Housing 1,124,869 372,581 (7,716) 1,489,734 300 Washington National TIF 2,994,946 2,350,115 (592,253) 4,752,808 320 Debt Service - 6,367,953 (1,414,607) *4,953,345 330 Howard Ridge - 3,583 (422,565) *(418,982) 335 West Evanston - 525,107 (56,005) *469,102 340 Dempster-Dodge-TIF 19,363 - - 19,363 345 Chicago Main-TIF 91,472 - - 91,472 350 Special Service Area (SSA) #6 12,458 - - 12,458 415 Capital Improvements 1,837,598 4,666,450 945,149 *7,449,198 416 Crown Construction 13,135 - (493,444) (480,309) 420 Special Assessment 2,648,819 231,325 (45,154) 2,834,990 505 Parking 736,813 5,904,906 123,978 6,765,698 510 Water 24,258 4,902,776 308,712 5,235,746 515 Sewer 2,068,536 1,517,524 (938,826) 2,647,234 520 Solid Waste - - (1,269,704) *(1,269,704) 600 Fleet - - (437,848) *(437,848) 601 Equipment Replacement 785,063 - 111,718 896,781 605 Insurance - - (2,306,562) *(2,306,562) 26,386,575 29,867,644 (8,972,533) 47,281,686 Includes negative cash balance reclassed to interfund liability. City of Evanston Cash & Investment Summary by Fund June 30, 2018 * 22 of 208 Attachment 1C—Treasurer’s Report for Second Quarter City of Evanston Cash & Investments Bank Investment Investment Investment Description Type Bank Rate Amount Fund #Fund IL Funds MMA US Bank 1.964 192,035 100 General IL Funds MMA US Bank 1.964 15,072 175 General Assistance IL Funds MMA US Bank 1.964 641,998 200 MFT IL Funds MMA US Bank 1.964 661,483 205 E911 IL Funds MMA US Bank 1.964 372,785 250 Affordable Housing IL Funds MMA US Bank 1.964 - 300 Washington National IL Funds MMA US Bank 1.964 5,348,369 320 DS IL Funds MMA US Bank 1.964 - 330 Howard Ridge TIF IL Funds MMA US Bank 1.964 10,187 335 West Evanston TIF IL Funds MMA US Bank 1.964 21,614 415 Capital Improvements IL Funds MMA US Bank 1.964 225,737 420 Special Assessment IL Funds MMA US Bank 1.964 3,073,663 505 Parking IL Funds MMA US Bank 1.964 1,170,191 510 Water IL Funds MMA US Bank 1.964 1 515 Sewer US BANK Total 11,733,134 Money Market Fund MMA IMET 124,583 300 Washington National Money Market Fund MMA IMET 119,766 320 Debt Service Money Market Fund MMA IMET 3,583 330 Howard Ridge TIF Money Market Fund MMA IMET 13,137 335 West Evanston TIF Money Market Fund MMA IMET 352,499 415 Capital Improvements Money Market Fund MMA IMET 239,187 505 Special Assessment Money Market Fund MMA IMET 5,711 420 Parking Money Market Fund MMA IMET 162,127 510 Water IMET Total 1,020,594 Money Market Fund MMA PMA-SDA 1.150 1,267,209 200 MFT Money Market Fund MMA PMA-SDA 1.150 230,888 300 Washington National Money Market Fund MMA PMA-SDA 1.150 899,818 320 Debt Service Money Market Fund MMA PMA-SDA 1.150 501,783 335 West Evanston TIF Money Market Fund MMA PMA-SDA 1.150 3,298,938 415 Capital Improvements Money Market Fund MMA PMA-SDA 1.150 94,672 505 Parking Money Market Fund MMA PMA-SDA 1.150 3,075,057 510 Water Money Market Fund MMA PMA-SDA 1.150 1,022,124 515 Sewer PMA-SDA Total 10,390,488 Money Market Fund MMA PMA-CD 2.241 247,200 200 MFT Money Market Fund MMA PMA-CD 1.91-1.92 995,200 300 Washington National Money Market Fund MMA PMA-CD 1.948-2.174 993,400 415 Capital Improvements Money Market Fund MMA PMA-CD 1.94-2 497,500 505 Parking Money Market Fund MMA PMA-CD 1.801-1.811 495,400 510 Water Money Market Fund MMA PMA-CD 1.821-1.843 495,400 515 Sewer PMA-CD Total 3,724,100 Money Market Fund MMA PMA US. T. BILL 1.849 999,444 300 Washington National Money Market Fund MMA PMA US. T. BILL 1.849 1,999,884 505 Parking PMA US.T. BILL Total 2,999,329 Grand Total 29,867,645 June 30, 2018 23 of 208 Attachment 1C—Treasurer’s Report for Second Quarter Cash 1st Bank Cash Cash 9,568,773 100 General Cash Cash 737,016 175 General Assistance Cash Cash 78,496 176 Health and Human Services Cash Cash 585,731 180 Good Neighbor Cash Cash 2,172,927 185 Library Cash Cash 106,988 186 Library Debt Service Cash Cash 301,565 187 Library Capital Improvement FD Cash Cash 100,649 195 Neighbrhd Stablztn Cash Cash 0 205 E911 Cash Cash 0 210 SSD 4 Cash Cash 0 215 CDBG Cash Cash 206,834 220 CD Loan Cash Cash 170,265 235 Neighbrhd Improvemt Cash Cash 0 240 Home Cash Cash 1,124,869 250 Affordable Housing Cash Cash 2,994,946 300 Washington National TIF Cash Cash 0 320 Debt Cash Cash 0 330 Howard Ridge Cash Cash 0 335 West Evanston Cash Cash 19,363 340 Dempster-Dodge-TIF Cash Cash 91,472 345 Chicago-Main TIF Cash Cash 12,458 350 Special Service Area (SSA) #6 Cash Cash 1,837,598 415 Capital Improvements Cash Cash 13,135 416 Crown Construction Cash Cash 2,648,819 420 Special Assess Cash Cash 736,813 505 Parking Cash Cash 24,258 510 Water Cash Cash 2,068,536 515 Sewer Cash Cash 0 520 Solid Waste Cash Cash 0 600 Fleet Cash Cash 785,063 601 Equipment Replacemt Cash Cash 0 605 Insurance 26,386,575 Total Cash 26,386,575 Interfunds & negative cash (8,972,533) Net Cash 17,414,042 Total Investments & Cash 47,281,687 CASH / INVESTMENT Investments Cash Total GENERAL LEDGER Amount %Amount %Amount % 1ST Bank 17,414,042 100.00%17,414,042 36.83% PMA-SDA 10,390,488 34.79%10,390,488 21.98% CD 3,724,100 12.47%3,724,100 7.88% US. T. BILL 2,999,329 10.04%2,999,329 6.34% IMET 1,020,594 3.42%1,020,594 2.16% IL Funds 11,733,134 39.28%11,733,134 24.82% Total 29,867,645 100.00% 17,414,042 100.00% 47,281,687 100.00% 24 of 208 Attachment 2—PBB Updated Workplan To: Honorable Mayor and Members of the City Council From: Hitesh Desai, Chief Financial Officer/Treasurer Ashley King, Budget and Finance Manager Subject: Priority-Based Budgeting – Programs for further study Date: June 22, 2018 At the June 18 City Council meeting, staff presented to City Council a list of programs for further study in the next stage of the priority-based budgeting process. Members of council requested a memo with greater detail on how each of these programs would be studied. This list does not include Human Services programs, which are being studied through a separate process lead by Assistant to the City Manager Kimberly Richardson. That process will also include an equity review lead by Equity and Empowerment Coordinator Pat Efiom. This list also does not include Police and Fire operations, as these are being examined through separate process led by the City Manager and including outside audit services. The other programs to be studied internally are listed by department below, along with the key question that will be investigated. The study of these programs will be coordinated by Budget and Finance Manager Ashley King. This process will be completed through June and July, in order to facilitate possible changes for the City Manager’s Proposed Budget that will be created in August/September and released in early October. City Manager’s Office 1.Tax Assessment Advocacy – Examine who is being served, possibility of appointment system, utilization of staff for additional responsibilities in Finance division. 2.Administrative Adjudication – Possibility of adding court fees; review current level of service. 3.Revenue and Collections – Study impact of changing Passport services; continue improvement in online and in-person payment processing. 4.Community Arts Administration/Public Art Installation – Inventory of programs and individuals served 5.MWEBE/Local Employment Program – Consider use of penalty fees to support program; consider placing compliance fees on City’s capital projects. Memorandum 25 of 208 2 6. Membership dues and subscriptions – Examine use across City; look for underutilized memberships that could be eliminated; look for individual memberships that could be combined to organizational. 7. Training and travel - Examine use across City; evaluate department budgets and policies for approval. Administrative Services 1. City-wide training – Review history and current needs against training and travel at the department level. 2. Benefits administration, Payroll – Examine if in-house processing is more efficient than contracted options 3. City employee cell phone stipends – Examine current policy and utilization 4. Use of city facilities on nights and weekends – Examine current policy, consider possibilities for revenue. 5. Facilities maintenance – Review current level of service. 6. Fleet services – Investigate leasing opportunities. 7. School Crossing guards – Investigate contracting options; work with schools on cost-sharing. Community Development 1. Divvy Bikes – Work with Divvy to develop new funding model. 2. Storefront Modernization Grants – Review current level of service. 3. Planning and Zoning division review – Review organization and current level of service. 4. Contractor licensing, business licensing, sign permits – Possibility of increasing fees, streamlining process between different permits. Health Department 1. Vacation Rental Permitting process – Consider eliminating permitting process while retaining tax. 2. Property Maintenance – Examine overlap with Community Development Department. Parks, Recreation and Community Services 1. City-sponsored Special Events – Details of events and revenue raised. 2. Special Recreation – Examine which services are required and where there are others in the community providing these services. 3. Gibbs-Morrison Cultural Center – Possibility of raising fees. 4. Noyes Cultural Arts Center – Possibility of raising fees. 5. Fleetwood-Jourdain Theater – Possibility of raising fees. 6. Athletic Programming – Possibility of raising fees. 7. Beaches and boat facilities; annual dredging for boat launch and harbor – possibility of raising fees, ensuring that launch fees cover cost of dredging; increase number of boat launches; institute day rate for boat launches. Public Works Agency 1. Best practice tree maintenance and replacement – Examine current service level. 2. Tree preservation permit - Examine current service level. 26 of 208 3 3. Streetlight, traffic signal, and sign maintenance and repairs - Examine current service level. 4. Right-of-Way Permits – Possibility of raising fees. 5. Permits for block parties, moving vans, dumpsters – Possibility of raising fees. 6. Special refuse pickups – Possibility of raising fees; ways for increasing compliance. 7. Twice annual bulk pickups – Consider separate fees; raise solid waste fees to cover this service. 8. Leaf pickup - Possibility of raising fees; ways for increasing compliance. 9. Special Event support – Examine history of events and amount of support given; examine possibility of imposing new fees. 10. Merrick Rose Garden – Examine current level of service. 27 of 208 CITY OF EVANSTON FY 2019 Budget Priority Based Budgeting Updates July 30, 2018 Attachment 3-- Priority Based Budgeting Memos 28 of 208 TABLE OF CONTENTS Priority Based Budgeting Updates Provided on July 30, 2018 Page 1 Tax Assessment Advocacy …………………………………………………………………………………………………………………………….3 2 City-wide Training & Benefits/Payroll Administration ……………………………………………………………………………………………………….6 3 Crossing Guards ……………………………………………………………………………………………………….9 4 Divvy Bikes……………………………………...…………………………………………………………………………….12 5 Planning & Zoning……………………………………………………………………………………………………….14 6 Vacation Rentals……………………………………………………………………………………………………….16 7 Special Recreation……………………………………………………………………………………………………….18 8 Fleetwood Jourdain Theater Fees……………………………………………………………………………………………………….21 9 Block Party/Moving Van/Dumpster Permit Information……………………………………….23 10 Business Licensing………………………………………………………………...………………………….25 11 Contractor Licensing………………………………………………………………...………………………….28 12 Storefront Modernization Program………………………………………….………………………………….29 Attachment 3-- Priority Based Budgeting Memos 29 of 208 To: Honorable Mayor and Members of City Council From: Hitesh Desai, Chief Financial Officer/Treasurer Alex Thorpe, Revenue Manager Subject: Tax Assessment Advocacy Date: July 30, 2018 Question: Tax Assessment Advocacy – Examine service of Tax Assessment Office Response: The Cook County Assessor is required by law to identify and assign fair market values to all properties in Cook County which determines the assessed valuation for taxation purposes. In Cook County, residential property (Class 2) is assessed at 10 percent of its estimated property value. The estimated property value is determined by analyzing sales information of similar homes in the area. For example, an estimated property value of $100,000 would calculate to an assessed valuation of $10,000. Class 2 properties include detached single-family houses, townhomes, condominiums, cooperatives, and multi-family residential buildings with no more than six dwelling units. This assessed value is then used for local governments, such as municipalities and school districts, to determine the total real estate taxes which will be collected in that taxing district and what portion of taxes each parcel will pay. There are certain time frames a resident has to follow in order to appeal their assessment. All property owners will receive a reassessment notice in the mail when the Assessor's Office reassesses properties every three years. Once this notice has been received, they have approximately 30 calendar days to file an appeal with the Cook County Assessor’s office. The last date to file an appeal is printed on the top of the notice. There is also ability to appeal assessed valuations twice per year in any year between reassessments when the property’s township is open for appeals. Property owners can appeal a second time, but with the Cook County Board of Review (BOR). The BOR has a thirty-day window for appeals as well. The Property Tax Appeal Board (PTAB) or Circuit Court is the final option for property owners to appeal each year. Memorandum Attachment 3-- Priority Based Budgeting Memos 30 of 208 Some common appeals reasons are: 1. Uniformity Appeal: If you are concerned that the assessed valuation of your home is not uniform with the assessed valuations of other homes then you have reason to file a uniformity appeal. 2. Overvaluation Appeal: You may also wish to file an appeal if you believe the County estimate of the property value is overvalued for any reason. 3. Property Description Error Appeal: If there is an error in the description of your property, such as incorrect square footage of living area or an error that you believe may affect property value, you may wish to file an appeal. 4. Vacancy / Un-inhabitability Appeal: If a nature disaster such as a fire or water damage causes your home to be vacant and un-inhabitability for an extended period of time, you can appeal your assessed value during the time the building is uninhabited. Additionally, there are seven (9) different types of exemptions that can be applied to a property. a. Homeowner exemption b. Senior Citizen exemption c. Senior Freeze exemption d. Longtime Homeowner exemption e. Disabled Persons exemption f. Disabled Veterans exemption g. Returning Veterans exemption h. Home Improvement exemption i. Exempt property – Nonprofit The Tax Assessment Advocacy position cooperates with the Cook County Assessor, Cook County Board of Review (BOR) and PTAB (Property Tax Appeal Board) Offices in order to assist taxpayers in appealing their property’s assessed values and assist with applying for the appropriate exemption(s) to help lower their property tax bills. This position is not funded or controlled by the Cook County Assessor. When not assisting homeowners in this process, this position also does the following:  Enters all Evanston building permit information into the Cook County Assessor’s software to add the estimated building values to Evanston’s overall equalized assessed value (EAV).  Outreaches to real estate companies and general public regarding the property tax system including appeals, exemptions, delinquent taxes and general FAQ. Attachment 3-- Priority Based Budgeting Memos 31 of 208  Assists homeowners with questions regarding their mortgage loan escrow accounts; calculate accurate escrow withholding amounts for property taxes.  Assists with questions about delinquent property taxes, including redemption process; cooperates with the Cook County Clerk’s Office.  Verify accurate exemption deduction amounts, including calculation of accurate Sr. Freeze Exemption amounts; submits requests to correct errors.  Assists with taxpayer of record inquiries and questions.  Assists and cooperates with the Cook County Recorder of Deed’s Office to correct information on its website.  Assists property owners with property PIN division/consolidation process.  Mail letters regarding delinquent tax bills and missed Sr. Exemptions to homeowners (the City receives lists of delinquent taxes and missing exemptions from the Cook County Treasurer's office).  Assists with changes/corrections to names and addresses and property location address errors. Below is a chart of individuals served by this office since 2014. 2018 (as of April 30, 2018)2017 2016* 2015 2014 VISITORS:635 1,173 1,229 897 1,015 PHONE CALLS (RECEIVED):1,510 3,460 2916+1,950 n/a PHONE CALLS (MADE):1,014 n/a n/a n/a n/a EXEMPTIONS & CofE'S (MISSED EXEMPTIONS):~597 627 425 468 586 NAME/ADDRESS CHANGE FORMS SUBMITTED:32 53 28 31 36 COOK COUNTY ASSESSOR APPEALS FILED:~389 351 656 327 238 COOK COUNTY BOARD OF REVIEW APPEALS FILED:TBD 413 384 272 302 PERMITS SUBMITTED:TBD 6,974 8,228 2,159 3,008 REAL ESTATE TRANSFER DECLARATIONS ENTERED:n/a n/a n/a n/a 399 Attachment 3-- Priority Based Budgeting Memos 32 of 208 1 To: City Manager Wally Bobkiewicz From: Jennifer Lin, HR Division Manager Erika Storlie, Director of Administrative Services/Assistant City Manager Subject: Priority Based Budgeting City-Wide Training & Benefit Administration Date: July 18, 2018 Two HR programs/categories are being presented to City Council for further study as part of the Priority Based Budgeting process. Below is a discussion on each one of these priorities. City-Wide Training The 2018 budget for City-Wide Training is $21,000. This was already decreased from 2017 by $8,000. Each department has its own individual line item for Training & Travel which varies by department. For instance, Public Works’ budget is $21,200, compared to the Police Department’s budget of $127,890 and the Fire Department’s budget of $52,400. These budgets are department-specific for training that is unique based on employee, operations, or training needs. The budget for City-Wide Training, on the other hand, is very modest as it encompasses expenses for training needs which affect City staff as a whole. Currently, this budget is used for various training needs including Lunch & Learn sessions, general department training, new hire orientations, supervisor training, ethics training, and all costs associated with these trainings. This would include payments to trainers and other administrative costs. The City’s safety training costs also come out of this budget. Over the past 3 years, HR has tightened safety training requirements for field staff. We require annual/semi- annual training on all safety areas to comply with federal and state law. Over the last few years, HR has prioritized OSHA compliance for field staff. This has resulted in a significant decrease in work injuries which has led to a corresponding decrease in lost time. Safety training pays for itself in this regard. The current safety training contract expires at the end of July, so we have begun examining other safety training options. We are considering vendors which have online content for a wide array of training topics, not just safety training. The idea would be to have an online training vendor which could provide online safety training as well as Memorandum Attachment 3-- Priority Based Budgeting Memos 33 of 208 2 other important training topics. These would include customer service training, annual ethics training, communications, and even sexual harassment and diversity training. More importantly, online training is significantly cheaper than in-person training. As online training becomes more affordable and more robust, it becomes the most cost- effective method to train employees. As HR increases online training options, more employees can be trained in topics which are important and relevant to them and pertinent to their jobs. In turn, employees can learn skills which will make them more productive, careful, and safe employees. This is an investment in employee development and human capital and will eventually lead to less liability for the City. This budget item should be prioritized. Benefits Administration & Payroll The priority of in-house administration of employee benefits and payroll is always a valuable discussion point. Yes, employee benefits and payroll are HR items which can be contracted and outsourced. However, this is not advantageous to the City and its operations. Even if payroll or benefits is outsourced, there remains a necessity to have City staff coordinate the administration of these items with the vendors. Someone has to tell the benefits vendor what employees want, someone has to coordinate open enrollment, someone has to communicate rates and benefit plans from IPBC to the vendor, etc. In the case of payroll, staff has to collect and tally hours worked, communicate those hours to the vendor, update changes in hourly rates and ensure that union contracts are being followed with regard to pay, etc. Additionally, payroll vendors usually charge by the number of employees being paid. The summer months always result in a significant uptick in the number of employees: 2017 saw an annual high of 1616 employees in PP15, and our most recent pay period in 2018 (PP14) saw 1660 employees, which will most likely increase even into the next pay period. Unless the City plans to outsource its summer hiring needs, contracting out payroll is not a prudent decision. The ability to process payroll in-house allows payroll mistakes to be addressed right away. Employees who were inadvertently missed during the payroll process can have manual checks issued almost immediately. A vendor would require several business days to process a manual check and would require additional fees for exceptional situations that arise. Our union contracts and compensation structure for City employees result in pay rate changes each pay period. Staff would need to communicate these changes to the vendor on a near daily basis. Most importantly, the City just recently made a huge financial investment in a multi-year contract with New World ERP (NW). Half of the investment is related solely to human resources for employee data, benefits, and payroll. Outsourcing payroll and benefits would eliminate the need to use NW which would be a significant waste in this technology investment. The other half of the investment is related to financial management with accounting and budget. Pieces of this are directly tied to payroll and Attachment 3-- Priority Based Budgeting Memos 34 of 208 3 benefits costs, so the engagement of a vendor to process payroll would then require additional intervention and work for the Finance Division. In addition, the City cannot completely eliminate and outsource all payroll and benefits functions. Because we are a municipality, there has to be a City employee who is the authorized agent for the pension fund and all retirement plans for purposes of administration. There have to be City employees who know the compensation rules for all City employees. It is completely counterintuitive to have City employees responsible for the knowledge and the administration of payroll and benefits, but then to pay vendors to process payroll and benefits. Savings are not realized in this situation, which explains why very few municipalities outsource benefits and payroll. Lastly, employees and retirees have an expectation of being able to communicate directly with a City employee for payroll and benefits. There is a great deal of goodwill and compassion when staff can address personal situations of qualifying life events, family status changes, FMLA, and medical conditions. Imagine having to call a 1-800 number to report that your spouse or child has passed away! For these reasons, benefits administration and payroll should not be outsourced. It is more efficient, more customer-focused, and more practical to keep these in-house. This budget item should be prioritized. Attachment 3-- Priority Based Budgeting Memos 35 of 208 To: Honorable Mayor Hagerty and Members of the City Council From: Erika Storlie, Assistant City Manager/Administrative Services Director Jill Velan, Parking Division Manager Subject: Consideration of Third Party Administration of Crossing Guard Program Date: July 30, 2018 Question: What is the budget impact for having a third party administer the Crossing Guard Program? Response: If the City were to have a third party administer the Crossing Guard Program, the net savings is approximately $200,000 for 2019. The City of Evanston has provided crossing guard services to Evanston’s schools for at least 37 years. Previously administered by the Police Department followed by the Public Works Department, it is currently managed by the Parking Division and funded out of the General Fund. Crossing guards are provided at 52 locations covering Evanston School District 65, Evanston Township High School, Charvialle Montesorri, and 2 Parochial Schools. Specifically, there are up to 59 part-time staff, 57 of which are assigned to the 52 crossing locations leaving 2 staff as substitutes. The current rate of pay is $20.00 per hour with a guarantee of 1 hours per shift (morning, afternoon) throughout the entire school year which is approximately $7,300 per year per staff member. The program is overseen by the Parking Manager, with the daily operational oversight conducted by the Parking Operations Coordinator. The Human Resources Division provides administrative support related to hiring, advertising and processing of candidates. In addition, Parking Enforcement Officers provide substitution for crossing guard absences when needed. Currently the budget to maintain 59 crossing guards is $438,509 for seasonal pay and $1,333 for equipment. This basic cost does not include other costs incurred to support the program. Administrative expenses provided by the Parking Coordinator and staff of 10 hours per week for 44 weeks (440 hours or approximately $20,000 annually). The annual administrative cost provided by the Human Resources Department is equal to one hour per week for 52 weeks (52 hours of approximately $3,120). The staff time spent on administration is compounded when there is turnover among the part-time staff. For instance, in 2016 the turnover was twelve crossing guards and nineteen in 2017. Memorandum Attachment 3-- Priority Based Budgeting Memos 36 of 208 Turnovers and daily sick calls create gaps in crossing guard coverage that require other City staff to fill. In this case, substitutions are provided by Parking Enforcement Officers (PEOs). For 2017, PEOs provided crossing guard coverage for at least 686 hours. At an average fully loaded hourly salary rate of $44/hour, utilizing PEOs adds $16,464 to the cost of the crossing guard program. However, when the PEOs provide substitute crossing guard services, they are unable to enforce parking throughout the city. Based on parking data from 1/1/2017 through 12/31/2017, Parking Enforcement Officers issued approximately 9.58 tickets per hour with an average fine of $31.00 per citation. Based on a collection rate of 84%, the per-hour revenue generated by a PEO would be approximately $249.00. Revenue loss for hours of substitution is approximately $170,814.00. 2017 cost to fund and support the School Crossing Guard Program Crossing Guard Budget $438,509 Equipment Budget $1,333 Parking Staff (Admin) $19,000 Human Resources $7,000 Parking Enforcement $17,000 Revenue Loss (Citations) $171,000 2017 Revenue Loss (Worker’s Comp) $119,000* Total costs: $653,842 / $772,842* Another cost of the program that is not included in the budget is the cost of worker’s compensation. Last year, when a PEO was covering for a crossing guard who called in sick, he was struck by a vehicle causing injury to his foot. He was off work for several months and thus the parking enforcement team was short 1 member for the duration of his recovery, resulting in lost parking revenue. Over the last ten years many communities in the surrounding area have chosen to outsource this service to improve reliability, reduce liability and reduce expenses. These communities include: Glenview, Glencoe, Schaumburg, Westmont, Oak Park, River Forest, Dekalb, Oak Lawn, Barrington, Carol Stream, Bolingbrook, Addison, Cary, Hinsdale, Crystal Lake, Hanover Park, Lombard, Mt. Prospect, and Wheeling. RECOMMENDATION Staff recommends that the City continue to explore the option of outsourcing the crossing guard program whether it is a sole source agreement or a Request for Proposal (RFP). The service providers who work with area communities to provide guards also staff other special events allowing guards to pick up extra shifts to supplement income if they so choose. They also have a greater pool of folks to utilize to cover missed shifts. Currently District 202 reimburses Evanston the full cost of the guards that cover the ETHS area, while the City covers the full cost for District 65. Staff also recommends Attachment 3-- Priority Based Budgeting Memos 37 of 208 discussions with District 65 to evaluate the possibility of District 65 providing some percentage of reimbursement for this service. Attachment 3-- Priority Based Budgeting Memos 38 of 208 To: City Manager Wally Bobkiewicz From: Johanna Leonard, Community Development Director Jessica Hyink, Transportation and Mobility Coordinator Subject: Priority Based Budgeting – Divvy Bikes Program Date: July 18, 2018 Question: Please detail 2019 funding sources for the Divvy Bikes Program. Response: City staff continues to work on identifying additional revenue sources for the Divvy Bikes Program in 2019. Existing revenue sources include:  Station panel advertisements: $68,750  Ridership revenue: $68,000 Staff has identified the following revenue sources for 2019:  New agreement with Lyft: TBD  Increased station advertisement sponsorship: TBD, minimum $68,750  Increased ridership revenue: TBD, minimum $68,000  New bicycle advertisement sponsorship: TBD, minimum $55,000 Lyft Agreement: On July 2, 2018, Lyft and Motivate, the operator of Divvy, announced an agreement in which Lyft will take over corporate functions, including agreements with municipalities for the provision of bicycle share. Motivate will continue to provide operations on behalf of Lyft. Staff is currently working to establish a meeting between Lyft, Motivate, and City representatives to determine additional revenue sources for 2019. This meeting is anticipated to occur in late August or early September. After this meeting occurs, additional revenue sources may be identified. Station Advertisements: Existing advertisement sponsorship on station panels is $68,750 per year. Station panel revenue has remained the same since 2016, when an agreement was reached with three renewal options. Station panel revenue could be renegotiated for a higher rate in 2019. Bicycle Advertisements: By May 1, 2019, the City of Chicago will finalize an advertising agreement on all Divvy bicycles. The City of Evanston is invited to participate in this Memorandum Attachment 3-- Priority Based Budgeting Memos 39 of 208 agreement to obtain sponsorship revenues on Divvy bicycles in Evanston. There are currently 110 Divvy bicycles in Evanston. If Chicago reaches an agreement for the current bicycle sponsorship revenues of $500 per Divvy bicycle per year, then Evanston will receive $55,000 per year, at a minimum, starting in 2019. However, the City of Chicago anticipates greater revenue sponsorship in the new agreement. Chicago was one of the first cities to negotiate sponsorship of docked bicycles. Many other cities have been able to negotiate higher sponsorship agreements. If Chicago reaches an agreement at the national rate of bicycle sponsorship, the City of Evanston would no longer incur a cost for the Divvy Bikes Program and would likely begin earning revenue. Staff will continue to identify additional revenue sources to make the Divvy Bikes Program revenue generating in 2019. The meeting with Lyft and Motivate will provide additional opportunities to identify cost reductions and other sources of revenue. Attachment 3-- Priority Based Budgeting Memos 40 of 208 To: City Manager Wally Bobkiewicz From: Johanna Leonard, Community Development Director Scott Mangum, Planning and Zoning Administrator Subject: Planning and Zoning Division Review Date: July 24, 2018 Question: Planning and Zoning Division Review – Organization and Level of Service Response: The Planning and Zoning Division is staffed with four professional planners and a division manager. The Division is tasked with providing oversight and guidance on sustaining the architectural vitality of City neighborhoods by aiding in the restoration, rehabilitation and conservation of historic buildings and districts as well as encouraging new and contemporary developments that complement existing neighborhoods and enhance the economic vitality of the City. The division is responsible for providing the following services:  Administration of the Zoning and Historic Preservation Ordinances.  Administration and review of map amendments, text amendments, special use permits and applications for relief (variations) from the Zoning Ordinance.  Coordinate interdepartmental review and land-use entitlement process for large scale developments (Planned Developments).  Lead neighborhood area plans and city-wide comprehensive plan efforts to guide future long term growth and development across the City.  Staff Design and Project Review (DAPR) Committee, Preservation Commission, Plan Commission, and Zoning Board of Appeals. Over the past year the Division has embarked on a number of process adjustments:  Cross-training and empowerment of Division staff to lead projects through all aspects of the development review process. As an example, all four staff planners have held project management roles over Planned Developments.  Planning and Zoning staff added to the building permit counter to provide services in a single location while reducing unscheduled appointments.  Issuing Certificates of Appropriateness (staff preservation review) over the counter for fence and roof permits.  Combining zoning and preservation reviews with a single reviewer. Memorandum Attachment 3-- Priority Based Budgeting Memos 41 of 208  Increasing seasonal staff and overtime plan reviews during the peak summer season.  Allowing customers to utilize 311 for appointment scheduling.  Integrating economic development staff into the entitlement process as project managers of special use permits in business districts.  Video recording of Preservation Commission meetings within City Council Chambers. A number of these recent adjustments are still being evaluated. Staff continues to look for efficiencies to improve customer service and empower division staff. Attachment 3-- Priority Based Budgeting Memos 42 of 208 To: City Manager Wally Bobkiewicz From: Evonda Thomas-Smith, Director Health and Human Services Ike C. Ogbo, Public Health Manager, Health and Human Services Subject: Vacation Rental Permitting Process Date: July 18, 2018 Question: How much will the City save if the vacation rental permitting process is eliminated while retaining the tax? Response: The Vacation Rental permit process is driven by City Code Title 5, Chapter 9. 5-9-3 LICENSE REQUIRED; LICENSE TERM; EXEMPTIONS (A) It shall be unlawful to operate a vacation rental within the City of Evanston without a current, valid license issued pursuant to the terms of this Chapter. (B) Each license issued pursuant to this Chapter shall be valid for one (1) year, subject to renewal per Section 4 of this Chapter. Prior to the issuance of the Vacant Rental license, the property must be approved by the Planning & Development Committee, City Council, and pass a life safety licensing inspection through the Health and Human Services Department. As of July 2018, only nine vacation rentals are licensed in Evanston which represents a fraction of the actual number of vacation rentals in Evanston. A search on Airbnb.com reveals more than eighty five vacation rentals (Airbnb) properties in Evanston. The website does not reveal the specific addresses which makes it a big task to pinpoint these properties. The Agreement between the City of Evanston and Airbnb, Inc. does not require producing any identifiable information about the host or guest of a vacation rental except during an audit. The Agreement primarily focuses on Airbnb facilitating the reporting, collection and remittance of occupancy taxes of vacation rentals. The annual fee for a vacation rental license is $50. The current licenses bring in a total of $450 per year. There are no savings if the permit process is eliminated while retaining the tax. However, the revenue lost will be $450.00 if permitting is eliminated but the City will still retain the tax levied on vacation rentals at the rate of 7.5%. Memorandum Attachment 3-- Priority Based Budgeting Memos 43 of 208 Providing a plan to ensure that all vacation rentals in Evanston are licensed and raising the fees instead of eliminating permitting will be a great way of generating revenue for vacation rental permitting and administration. Attachment 3-- Priority Based Budgeting Memos 44 of 208 To: Honorable Mayor and Members of City Council From: Lawrence C. Hemingway, Director, Parks, Recreation & Community Services Subject: Special Recreation Programming Date: July 30, 2018 Question: Please provide information on the department’s Special Recreation programming and local Special Recreation Associations. Response: The Parks, Recreation and Community Services Department’s Special Recreation Division provides recreational programs for adults and youth with special needs. Program offerings emphasize individual development in a wide range of recreation areas including sports, culture, social, after-school, camp programs and special events. Programs are held at the city recreation centers, parks, and the Evanston/Skokie School District 65’s Park School site. In addition to the department’s Special Recreation program offerings, the division is responsible for coordinating inclusion services for individuals with disabilities who wish to participate in general recreation programming. The Americans With Disabilities Act requires that we support access to general programs by offering reasonable and appropriate resources to participants. Resources may include, but are not limited to, supportive/adaptive materials, program site specific training and/or additional staff support for the program. Our delivery model for these services is different from surrounding Park Districts who have formed Special Recreation Associations to handle their recreational services for individuals with special needs. A Special Recreation Association (SRA) is an agency that is formed between park districts and/or municipalities through legislation to provide recreation services to individuals with special needs. Should the City wish to join an association, we would need to submit a request for consideration that would be reviewed by the partner agencies. Funding of SRA operations is generally based on the assessed value of the community, the population, or combination of both. Inclusion services funding is separate and based on actual costs for staffing needs in the communities. Each partner must also make facilities and parks available for SRA programs and events. There are Memorandum Attachment 3-- Priority Based Budgeting Memos 45 of 208 two local Special Recreation Associations. The first one is the North Suburban Special Recreation Association, . This association is an extension of ten park districts, two cities, and one village in the northern suburbs of Chicago. This partnership includes the Park Districts of Deerfield, Glencoe, Glenview, Highland Park, Kenilworth, Lake Bluff, Northbrook, Northfield, Wilmette and Winnetka; the Cities of Highwood and Lake Forest; and the Village of Riverwoods. The other nearby SRA is Main-Niles Association of Special Recreation which is made up of the following communities: Golf-Maine Park District, Village of Lincolnwood Parks and Recreation, Morton Grove Park District, Niles Park District, Park Ridge Park District, and Skokie Park District. Listed below are the fees paid by the Wilmette Park District and the Skokie Park District to their respective associations in 2017: Wilmette Park District $270,805 for NSSRA contributions $231,982 for Inclusion Services Total: $502,787 Skokie Park District $394,490 for MNASR contributions $332,690 for Inclusion Services Total: $727,180 City of Evanston, Parks Recreation and Community Services The department’s Special Recreation Division had budgeted expenditures of approximately $527,472 for programming/inclusion services and revenue of $64,142 in 2017. Staffing is comprised of two full time Program Coordinators, two part-time Program Supervisors (.46 FTE), seasonal instructors and general seasonal recreation aides. District 65 also provides approximately $50,000 for the cooperative Park Camp program, which serves individuals who have physical and intellectual challenges.  Yearly total expenses, including District 65 funding $577,472  Net city expenses -$463,330 when applying revenue collected Estimate for Evanston to join an SRA could range between $700,000 to $850,000 per year. Listed below are a few advantages and disadvantages with an in-house program or joining an SRA. In-house: Control of the type of program offerings Cost of the programs and budget funding More of a personal touch for participants Minimal transportation outside of Evanston Ability to provide scholarships to participants Most of the programs take place in the community Attachment 3-- Priority Based Budgeting Memos 46 of 208 Northwestern University provides opportunities for recreational activities as well as a large supply of volunteers throughout the year SRA: Greater number of program opportunities based on funding created through taxing of residences within the served community areas Technical training for staff Greater number of full time employees Up to date legislative awareness for resources Evanston residents could participate in NSSRA programs but must pay an annual individual administrative fee prior to registering for any NSSRA program. The administrative fee is determined annually. The administrative fee for 2018 is approximately $2,200. This fee allows participation in NSSRA programs for one year. Should an Evanston resident wish to participate in MNSAR programs, they would only pay the non-resident fee associated with the program. There is not an annual administrative fee. 2017 Participation numbers in programming  Total participants enrolled in programming 719 participants  Total number of inclusion requests participants 78 participants Recommendation for 2019: Parks, Recreation and Community Services staff recommends increasing program fees between 3% to 5% and finishing restructuring of the Division’s programs in order to provide a more well-balanced offering of programs. Additional focus will be on leisure, trips and special event programming. Attachment 3-- Priority Based Budgeting Memos 47 of 208 To: Honorable Mayor and Members of City Council From: Lawrence C. Hemingway, Director, Parks, Recreation & Community Services Karen Hawk, Assistant Director Community Services Subject: Fleetwood-Jourdain Theatre Fees Date: July 23, 2018 Question: Please provide information on fee increases for Fleetwood-Jourdain Theatre programs Response: Fleetwood-Jourdain Theatre (FJT) is a municipally-supported theatre program. FJT features productions highlighting the Black experience. The Theatre produces three main stage shows in the summer, Tater-Tot theatre for young children, an MLK day event, Black History Month events, a Women’s luncheon, a holiday performance in December, free pop-up theatre around town for children, concerts, and a Gala fundraiser in late summer. While there are currently fees attached to all theatre productions, Tater-Tot theatre and the concerts and Gala, many of the other programs run through FJT are free of charge and open to the public. Free events include MLK day event, all Black History Month events, Women’s Luncheon, YSTEP, Prime-Time Players, and pop-up theatre. Should the city choose to increase program fees or charge for programs that are currently free for FJT, the City could have a potential increase of $3,675.00 in revenues. Memorandum Attachment 3-- Priority Based Budgeting Memos 48 of 208 Recommendation Parks, Recreation and Community Services staff recommends increasing programs fee according to the above chart. Attachment 3-- Priority Based Budgeting Memos 49 of 208 To: Wally Bobkiewicz, City Manager From: David D Stoneback, Public Works Agency Director Subject: Priority Based Budgeting Question Regarding Permits for Block Parties, Moving Vans and Dumpsters Date: July 27, 2018 Question: Please detail the costs associated with issuing block party, moving van / storage container and dumpster permits and the revenue generated from the permit fees. Response: Block Party Permit: There is no fee established for a block party. On an average weekend there are generally 6 to 8 block parties. A supervisor reviews the permits and coordinates with the Legal, Police, Fire and / or Parks, Recreation and Community Services Departments if the applicant indicates that liquor or beer will be consumed at the event, or if they want the other departments to participate at the event. The Friday prior to the event, an employee loads up the appropriate number of barricades onto a truck and drops a sufficient number of barricades at each block party site. The following Monday, an employee drives to each block party site and retrieves the barricades. The average weekly cost to provide these services is approximately $582. Block parties are permitted from May 1 through September 30, on 22 weekends during that time period. The annual cost to provide block parties is approximately $12,800. Based on an average of 180 block parties per year, staff calculates that to cost to provide this service is approximately $70 per block party. Moving Van / Storage Container Permit: The established fee for a moving van or storage container is $100 per occurrence. Approximately 350 moving van / storage container permits are issued annually. Abougt 50 of these permit requests are located where parking meters are installed and the other 300 locations are located where no-parking signs must be posted. When the location is where parking meters are installed, the parking enforcement division adds a $15/day fee for each meter space needed for the van / container. Memorandum Attachment 3-- Priority Based Budgeting Memos 50 of 208 When the location requires the posting of “no-parking” signs, an employee from the traffic division posts the signs 48 hours in advance, inspects the signs to make sure they were not removed and then picks up the signs the day after van / container is taken away. In general an employee spends approximately 20 minutes issuing this type of permit. Additionally, an employee from the traffic division spends 1.5 hours on posting, inspecting, and removing the no-parking signs. The cost for this work amounts to $107.70 dollars. Dumpster Permits: The dumpster permit fee is based the City’s ROW obstruction fee which is $1.50/linear feet/week ($50 minimum). The average dumpster fee ranges from $80 to $90 and approximately 230 dumpster permits are issued annually. This permit fee generates approximately $17,250 annually. The only cost involved with the issuance of this fee is the employee time spent issuing the permit. The employee generally requires 20 minutes working with the applicant to issue the permit. This cost equates to $16 per permit. No additional staff time is required because the person / company obtaining the permit is required to post the no-parking signs. Attachment 3-- Priority Based Budgeting Memos 51 of 208 To: Wally Bobkiewicz, City Manager From: Johanna Leonard, Community Development Director Paul Zalmezak, Economic Development Manager Cindy Plante, Economic Development Coordinator Subject: Priority Based Budgeting - Contractor Licensing, Business Licensing, and Sign Permits fees and streamlining Date: July 24, 2018 Question: Contractor licensing, Business Licensing, and Sign Permits - Possibility of increasing revenue and streamlining process Response: This memorandum addresses business licensing and sign permits. A separate memo addresses contractor licensing. Staff is currently reviewing processes and changes to the business license and annual sign permitting process to be a single process for business owners. Business Licensing & Sign Permits The Evanston City Code requires all businesses that are not currently licensed under a State or Federal Law, are not home-based, and are operating for-profit within the City limits to have a license. A sign permit is needed for free-standing, wall, window, awning, and canopy signs not included in the exemption list under Evanston City Code Title 4 Chapter 12 Section 6. The licensing is intended to: 1. Provide economic data to the city to assist in decision making about business growth and how to direct resources to retain and attract business. 2. Ensure a safe business environment for employees and patrons by providing a tracking mechanism for fire, mechanical, structural, electrical, and plumbing inspections; and 3. Defray costs of economic development programs and improve infrastructure important to business operations. Any business selling, storing, or manufacturing prepared or packaged food or beverages for human consumption is licensed as a food establishment by the Health and Human Services Department and inspected several times a year. Including food establishments, the City currently licenses an estimated 600 businesses. Revenues Memorandum Attachment 3-- Priority Based Budgeting Memos 52 of 208 from these business licenses is estimated at $50,000 for FY2017. The city sign permit renewals revenues for 2017 totaled $18,500. Attached is the business license application that includes the current fee structure. Licenses are renewed on an annual basis, with all licenses expiring on December 31 of each year. During the renewal period in December and January, one to two staff members utilize approximately 15-20 hours a week mailing renewal notices, processing payments (often cash or checks dropped off at office without appointment), mailing notices to businesses that have not renewed their licenses, and often calling or visiting businesses to remind them of the renewal process. Staff has identified a number of inefficiencies with the current licensing process: 1. Inefficient use of staff time at salary levels paid to process and follow up on applications and renewals. 2. There is no mechanism for the City to determine if all code-required businesses are actually licensed; enforcement is entirely complaint based. If a company doesn’t need building permits to open because they are moving into a built out space, there is no reliable way to know they are opening. This occurs most often with users of downtown office space. 3. Nationwide growth in service-based businesses compared to traditional retail has meant that many of the new businesses opening in town are exempt from business licensing requirements under the current City Code, particularly in fields like professional services, healthcare, and salon/spa services that are largely regulated by the state. 4. Economic Development activities are effectively put on hold during the months of December and January for one or two staff members to address the license renewal process. 5. Many businesses continue to submit payments in cash or check, contributing to already long lines and backlogs at the City Collector’s office during December and January. Based on our preliminary analysis of Evanston’s current licensing program and those in other communities, staff believes there is potential for improved service delivery and revenue generation in this area. The Illinois Department of Revenue (IDOR) periodically provides the City a list of newly established entities and those that have closed. Based on this data, staff estimates there are approximately 6,000 business entities in Evanston including those currently excluded from the licensing process, such as home-based businesses, hair and nail salons, barbershops, and professional services firms regulated and licensed by the state. Staff is planning to propose a new licensing process that will: 1. License or “register” all entities on the IDOR entity list except for entities established as family trusts, fraternal organizations, homeowners’ associations, condo boards, or real estate ownership entities. This will include medical uses, professional services firms, cosmetology/barbering, brokerage firms, insurance companies, massage therapists, etc. Attachment 3-- Priority Based Budgeting Memos 53 of 208 2. A new simplified fee structure that reflects the level of staff inspection labor required to ensure public health and safety. A home-based business will be licensed at a nominal fee at the lowest end of the range, while a food establishment would be at the higher end considering the level of review required. Dry cleaning and other potentially environmentally harmful businesses would also be subject to a higher fee. 3. Eliminate the separate annual sign renewal fee. Businesses with signs would have a slightly higher business license fee. 4. Applications will be submitted through an online form with payment collected electronically via electronic check or credit/debit card. 5. Payments will only be accepted electronically or through the collector’s office. 6. Staff is reviewing licensing software that will help automate the annual renewal noticing and payment processing and expects to issue an RFP within the coming weeks. 7. The new application will require applicants to provide email and phone contacts for both business owner and property owner 8. We will also collect relevant economic data including total number of employees 9. Staff will use the information to communicate with business owners regarding helpful city, county, and state economic initiatives, to communicate events, and to communicate emergency matters including snow removal reminders, construction, miscellaneous crime matters, or important city meetings. Staff plans to present revenue estimates and a more detailed outline of the new licensing procedures in Fall 2018 that include the aforementioned. Attachment 3-- Priority Based Budgeting Memos 54 of 208 To: Wally Bobkiewicz, City Manager From: Johanna Leonard, Community Development Director Gary Gerdes, Building & Inspection Services Division Manager Subject: Contractor Registration Date: July 18, 2018 Question: Please detail contractor licensing - possibility of increasing fees Response: The Building Division did not increase contractor registration fees in 2018 but changed policy to require all trade contractors working under a building permit register as a contractor with the City. Previously, the Building Division licensed only commercial/residential general contractors and mechanical contractors. General contractor fee is $125 and trade contractor fee is $100 annually. Trade contractors would include electric, excavation, concrete, masonry, roofing, fence, etc. The change has led to a 61% increase in contractor revenues through June, 2018.  Jan-June 30, 2018: $106,675  Jan-June 30, 2017: $65,775 Contractors registration fees collected were $113,950 in 2017 and $109,475 in 2016. Memorandum Attachment 3-- Priority Based Budgeting Memos 55 of 208 To: City Manager Wally Bobkiewicz From: Johanna Leonard, Community Development Director Paul Zalmezak, Economic Development Manager Subject: Priority Based Budgeting - Storefront Modernization Current Level of Service Date: July 24, 2018 Question: Storefront Modernization Current Level of Service Response: The purpose of the Storefront Modernization Program (“the Program”) is to improve the appearance and functionality of street-level commercial buildings located throughout the City of Evanston and to support the development of retail uses within the City. The Program works to address especially deteriorating and obsolete property conditions and encourage storefront, accessibility, and/or sustainability improvements to the property as a means to generate additional business for Evanston’s commercial areas. In 2018, the City Council approved 100% funding for projects within Neighborhood Stabilization Program areas to address inequities in the program - the Fifth Ward not having benefited from the Storefront Modernization Program during the 2012-2018 timeframe. The Church and Dodge business district was the beneficiary of this funding. To date 2018, the Economic Development Committee and City Council have approved funding for 13 storefront modernization projects totaling $158,704, including a significant renovation/improvement planned for the northwest corner of Church and Dodge. Since 2012, the City Council has approved 55 storefront modernization grants for an estimated total of $671,000. A complete summary of storefront modernization grant funding by ward since 2012 follows. Memorandum Attachment 3-- Priority Based Budgeting Memos 56 of 208 Storefront Modernization 2012-2018 Year Total # of Projects Approved Total 2012 Total 12 $81,928.69 2014 Total 6 $56,381.00 2015 Total 11 $197,742.00 2016 Total 6 $23,379.75 2017 Total 9 $153,301.50 2018 Total 11 $158,703.71 Total 55 $671,436.65 Attachment 3-- Priority Based Budgeting Memos 57 of 208 Attachment 4: Revenue Increases CITY OF EVANSTON FY 2019 Budget Revenue Increases for Consideration July 30, 2018 58 of 208 TABLE OF CONTENTS Revenue Increases Provided on July 30, 2018 Page 1 Parking Rate Changes ……………………………………………………………………………………………………….3 2 Lakefront Pay Stations ……………………………………………………………………………………………………….5 3 Wheel Tax Increase ……………………………………...…………………………………………………………………………….7 4 Boat Launch Fee Increases……………………………………………………………………………………………………….8 Attachment 4--Revenue Increases 59 of 208 To: Honorable Mayor Hagerty and Members of the City Council From: Erika Storlie, Assistant City Manager/Administrative Services Director Jill Velan, Parking Division Manager Subject: Proposed Parking Policy Changes and Rate Increases Date: July 30, 2018 Question: What is the revenue impact of changing several parking policies/rate increases? Response: On-street, off-street and garage parking rates/revenues cannot be considered independently. Rate increases have the potential to effect parking behavior which will change the impact to any given area. Estimated revenue for the following parking policies/rate increases may change if some options are not considered. The estimated revenue increases are as follows:  Elimination of the first hour free at the parking garages is $185,000  Elimination of free Sunday parking: o Parking meters is $575,000 o Parking garages is $110,000  Increase hourly parking garage rates with an automatic escalation is $390,000 (keeping the first hour free) o Annual rate increase would be triggered by a calculation using the CPI as a threshold  Increase parking meter hourly fee by $.50 per hour: o All non-commuter parking meters is $1,560,000 (assuming 50% utilization) o Increase commuter parking meters from $.25/hr to $.50/hr is $135,600 Memorandum 60 of 208 Page 2 of 2  Change Parking Garage monthly permit fees: o Increase Sherman Parking Garage from $110 to $125 is estimated at $148,500 o Create an employee discount program in the Maple and Church Parking Garages for entry level/retail employees o Create a vacation rate and long term storage rate for residents of $5.00/per day, minimum three days – maximum six months o Create a multi-garage permit of $200 per month  Increase surface parking lot monthly permit fees by $5.00 per month is $38,880 o Change policy so that residents with off-street parking on their property are not eligible for lot permits Staff would recommend that the City Council consider a demand based pricing model for the on- street and off-street parking options. In this type of model the most convenient parking has the highest rate with lower rates for less convenient options. For example on Sundays the parking garages (less convenient) could remain free, while the parking meters (most convenient) would charge the normal rate. This has the potential effect of higher usage of the City Parking Garages which are under-utilized on Sundays and creating more available on-street parking, which is often times at capacity in the downtown area on Sunday. On Monday, staff will present a comprehensive recommendation that uses a demand based pricing philosophy. If changes are made to current policies or rate structures, on-street parking restrictions will need to be reviewed in areas that are in close proximity to public transportation and businesses. Staff is also aware of an issue occurring primarily in the 3rd Ward, where residents are purchasing City lot permits and then renting out their garage space at a higher price. Staff is researching this problem further and will present possible solutions at an upcoming Council meeting. 61 of 208          To:  Honorable Mayor Hagerty and Members of the City Council    From:  Erika Storlie, Assistant City Manager/Administrative Services Director    Jill Velan, Parking Division Manager    Subject: Install Pay Stations along the Lake Front      Date:  July 30, 2018    Question: What is the revenue impact for installation of pay stations along the lake front?    Response:  The estimated net revenue increase if the City were to install pay stations along  the lake front would be approximately $550,000 in 2019.    The following table highlights locations, estimated parking spaces and proposed hours of  operation if the City were to add parking pay stations along the lake front. Estimates are based  on Google Map measurements and physical inspection of parking areas.          Location Est. # of Spaces Current Restriction Proposed hours of operation           Light House  Beach: 2611  Sheridan Rd 41 3 hour limit 8 am – 9 pm, 13 hour max  Clark Street  boat launch 31 12 hour limit 8 am – 9 pm, 13 hour max  Clark Street  Beach: 1700 ‐ 1800 Sheridan  Road, on‐street  Parking 51 3 hour limit 8 am – 9 pm, 13 hour max   Arrington  Lagoon 60 3 hour limit 8 am – 9 pm, 13 hour max  Greenwood  Beach/Dawes  Park 1400  Sheridan Road 76  3 hour limit 8 am – 9 pm, 13 hour max  Dempster  Street Boat  Launch 60 Permit parking 8 am – 9 pm, 13 hour max  Memorandum Attachment 4--Revenue Increases 62 of 208 Page 2 of 2 Lee Street  Beach:  1000, 1100 and  1200 Lakeshore 112 none 8 am – 9 pm, 13 hour max  South Blvd  Beach: 525  Sheridan  Square 109  9 hour limit  8 am – 9 pm, 13 hour max  Total: 540            Pay Station  Expenses: Minimum Required Cost for machines  Annual Maintenance/Web  Office    32 $252,800 $50,000       Analysis:  While the parking is heavily used in the warmer months (Memorial Day through Labor Day) there  are a significant amount of downtown parkers who take advantage of the free lake front parking  to avoid paying for parking in the City parking garages and meters.    Therefore assumptions for annual usage were made using a conservative figure of overall use at  40%, with the current 306 enforcement days (Monday‐Saturday, excluding holidays). In addition,  estimated revenues are based on the current hourly rate of $1.00 per hour with no maximum  time limit between the hour of 8 a.m. and 9 p.m. when the parks close. The formula is as follows:    Parking Value (PV) (Number of enforcement days*Rate per day * Percentage of Occupancy)    =PV (306*13*40%) (Per space)  =$1591.20 per space per year * 540 spaces  =$859,248.00 estimated revenue.    If approved, estimated first year revenues after purchase and installation of pay stations would  be approximately $550,000.      In addition, an assumption can be made that revenues at meters and parking garages will  increase, as parkers going to downtown will choose to park closer since there will no longer be a  free option at the lake front.    Staff would recommend that restrictions on residential streets near the lake front be re‐ evaluated to minimize any potential impacts to the neighborhoods.    Attachment 4--Revenue Increases 63 of 208          To:  Honorable Mayor Hagerty and Members of the City Council    From:    Budget Team    Subject: Wheel tax increase    Date:  July 30, 2018    Question: What is the revenue impact of a $20 wheel tax increase?    Response:  The estimated revenue impact if the City were to increase the wheel tax from $75  to $95 would be $500,000.     The chart below provides the history of increases for the wheel tax.             Year   1961 Less than 35 horse power $10.00 Greater than 35 horse power $20.00      1971 Less than 35 horse power $15.00 Greater than 35 horse power $25.00      1979 Motor vehicle wheel tax $35.00      1988 Motor vehicle wheel tax $40.00      1999 Motor vehicle wheel tax $50.00      2008 Motor vehicle wheel tax $75.00 Memorandum Attachment 4--Revenue Increases 64 of 208 To: Honorable Mayor and Members of City Council From: Lawrence Hemingway, Director, Parks Recreation & Community Services Subject: Dempster Street Launch and Church Street Launch Facilities Date: July 30, 2018 Question: To provide information and recommendations on the operations and fees for the Dempster Street Launch Facility and Church Street Launch Facility. Answer: Dempster Street Launch Facility The Dempster Street Launch Facility is for the launching, retrieval and storage of non‐motorized vessels such as, small sailboats (sunfish, laser, etc.), catamarans, sailboards, canoes, stand‐up paddle boards and kayaks. The launching facility opens in mid-May and closes October 31. Individuals can either purchase a Season Storage & Launch Permit, Season Launch Permit or Daily Launch Permit:  Season Storage & Launch Permit This permit allows an individual access to a designated storage spot or rack located on the Dempster Beach, as well as launch and parking access.  Season/Daily Launch Permits Season or daily “launch‐only” permits allow the customer the ability to launch their boat on a daily basis. Listed below is the total number of storage racks available and a chart showing 2018 fees, 2019 proposed fees. Total number of storage racks available at Dempster Street Beach  Single Hull boats - 98 storage racks  Double Hull boats - 24 storage racks  Windsurf - 8 storage racks Memorandum Attachment 4--Revenue Increases 65 of 208  Kayak/Canoe/Stand Up Paddle Boards - 194 storage racks  Stand Up Paddle Boards Only - 24 storage racks Currently, 16 single hull racks remain available but all the other racks are rented and there is a waiting list of 110 residents for both kayaks and standup paddleboards. Based on the trend for the past two years of having open spaces for single hull boats, staff is recommending to convert 11 of those spaces to accommodate kayaks or stand up paddle boards. This adjustment will create 22 spaces. All of double hull, kayak and paddle spaces are rented by Evanston residents so increasing the non-residents fees will have no impact on revenue. As for single hull boats, there are five spaces being rented by non- residents. Dempster storage and launch rates were last increased in 2018 by 3% to 5%. For comparison, below are boating fees being charged by two local communities. 2018 Prices Wilmette Winnetka Season Pass Launch $170 Res/$366 NR $185 Res/$390 NR Daily Launch $27 Res/$37 NR $5 Res/$10 NR weekdays $15 Res/$30 NR-weekends Single hull Res $391 $335 Single hull NR $653 $670 Double Hull Res $673 $335 Double-Hull NR $953 $670 Storage/locker include in fee include in fee 2018 Budget for Dempster Street Launch  Revenue $127,150  Expense $11,450 Storage & Launch Rates Resident 2018 Non- Resident 2018 Resident 2019 Proposed Non- Resident 2019 Proposed Season Launch-only Pass: includes launch and parking pass (all crafts) $180 $230 $180 $230 Daily Launch-only Pass: includes launch (all crafts) $25 $35 $25 $35 Season Launch & Storage Permit (w/ locker): includes launch, storage rack, parking and locker (Single hull sailboats, Windsurfing boards) $290 $360 $300 $400 Season Launch & Storage Permit (w/ locker): includes launch, storage spot, parking and locker (Double hull sailboats) $400 $550 $420 $575 Season Launch & Storage Permit (no locker): includes launch, rack & parking (Kayaks, Canoes, Stand Up Paddle Boards) $260 $320 $275 $600 Season Locker $50 $70 $60 $100 Attachment 4--Revenue Increases 66 of 208  Net Revenue $ 115,700 With the proposed increases listed in the fee chart above and adjustment in storage rack spaces, it will generate between $5,500 to $7,000 in new revenue. Church Street Launch Facility The Church St. Boat Ramp is for the launching of power boats, personal watercrafts and large sailboats. It’s normally scheduled to be opened in early May and closes October 31st. For 2018, the facility will be closing after Monday, September 3rd, due to the work being done on the south pier this fall. A season launch permit must be purchased for each boat/vessel that individuals would like to launch. The current season permit rates are $250 Resident / $500 Non-Resident. Rates were lowered in 2018 because the ramp is closing after Labor Day, as a result of the harbor work scheduled this fall. For 2019, staff is recommending increasing the launch fee to $325 for residents and $600 for nonresidents. Additionally, staff is investigating how to implement a new daily fee pilot program for next year, which may generate $500 to $1,000 in new revenue. The department sells about 100 season passes each season and would estimate with the increase in season rates and new daily fee option; it will generate about $9,000 in new revenue. Listed below is a comparison of rates being charged by other communities.  Chicago Harbors $250 season pass $27 daily launch fee  Winnetka Park District – Tower Road Launch Facility Season unlimited launch pass $415 Res/$830 NR Season unlimited launch pass (weekdays only) $265 Res/ $530 NR Weekday/daily launch $15 Res/$30 NR Weekend daily launch $35Res/$70 NR 2018 Budget for the Church Street Boat Ramp Revenue $37,900 Expense $44,400 Net -$6,500 In addition to the permit holders that utilize the Church Street launch, the city uses the ramp for launching boats for aquatics camp, sailing programs and emergency rescue crafts of the Fire Department and other agencies. Fees collected from aquatic camps and sailing programs help offset the subsidy for operating the Church Street launch. Attachment 4--Revenue Increases 67 of 208 Attachment 5—Outreach Summary Document  Each year, City staff presents the City Manager’s Proposed Budget the first Friday in October.  This proposed budget is unbalanced, meaning that revenues and expenses do not match. This version of the budget includes various options for expense and revenue changes which would bring the budget into a positive balance of revenues exceeding expenses. It is up to the Council (with resident input) to decide which changes to make to programs in order to balance the budget.  Staff begins the budget process by determining an expense “baseline”. The baseline budget is the status quo. Essentially the baseline is the current year moved forward. Any anticipated changes to wages, insurance costs, bonds, etc. are included in the baseline.  Once a baseline is determined, staff anticipates changes to revenues which would happen naturally as the “revenue baseline”. The revenue baseline includes no changes to rates but instead anticipates potential shifts in habits based on prior year actual receipts. It assumes no additional revenues are received, no modifications to program. For instance, staff is currently anticipating a decrease in the amount of sales tax received because more people are shopping online.  These two baseline numbers create a baseline surplus (revenues outpacing expenses) or deficit (revenues do not cover expenses) for the upcoming year.  For 2019, the preliminary operating deficit for the General Fund is $2.9M.  Staff recommends that the Council adopt a surplus budget that would allow additional money to be put into the City’s reserves.  Due to the anticipated shortfall, staff began the 2019 Budget process by asking residents to participate in a survey geared towards better understanding the City’s priorities in service delivery.  In Marcy 2019, the Council approved a variety of metrics which would be applied to each of the 152 programs that the City offers.  Once these metrics were applied, the programs that fell numerically to the bottom of the list were included in a public facing survey. This allowed residents to answer a few questions about programs within the City.  The results of the survey (next page) have led to the following next steps: o In depth analysis of the programs listed as being potentials for reduction. This analysis will include an equity review. o Further review of the Social Services included on the list—presented 9/17 o Revenue increases proposed to council July 30 o Outreach again in September to further gage resident priorities  After the proposed budget is presented, there will be many opportunities for resident feedback (calendar on next page). There will also be an online engagement tool for residents to use to help determine ways in which budget dollars could be shifted. 2019 Budget Process 68 of 208 Attachment 5—Outreach Summary Document Priority Based Budgeting Survey Results Please select the 10 programs that you believe to be the most important for the City to provide. 1. Mental Health Board – 63% 2. Youth and Young Adult Services - 60% 3. Summer Food Program/Child Nutrition/Congregate Meal Program - 57% 4. Social Services (Victim Advocacy) - 57% 5. Mayor’s Summer Youth Employment Program - 49% 6. School Crossing Guards - 47% 7. Special Recreation Programs - 35% 8. Community Health - 34% 9. Animal Control - 33% 10. Minority/Women/Evanston-Based Enterprise & Local Employment Program - 30% Please choose 10 programs that you believe the City should consider for reduction/elimination. 1. Divvy Bikes - 54% 2. Vacation Rental Permit and Administration - 51% 3. Storefront Modernization Program - 46% 4. Revenue and Collections – Passport services - 36% 5. Public Art Installation Support - 34% 6. Sign Permits and Inspection Services - 33% 7. Boards, Commissions, and Committee Administration - 33% 8. Community Arts Administration - 29% 9. Special Assessment Alley Improvements - 27% 10. Annual Dredging for Boat Launch and Harbor - 26% 2019 Budget Calendar DATE TIME ACTIVITY Monday, March 19, 2018 7PM Priority Based Budgeting roll-out April 10-June 7, 2018 PBB Survey Open to the Public Monday, June 18, 2018 7PM PBB Update & Next Steps June-August Targeted outreach & engagement Monday, July 30, 2018 7PM PBB Update Mid-Year 2018 Budget Review August & September Continued face to face outreach & engagement Wednesday, September 13, 2018 7PM Public Outreach Event Monday, September 17, 2018 7PM Human Services Program Review Presentation Friday October 5, 2018 5PM Proposed 2019 Budget to City Council Online outreach tool open to the public Monday, October 15, 2018 7PM 2019 Budget Discussion Monday, October 22, 2018 7PM* 2019 Budget Discussion Saturday, October 27, 2018 9AM - 1PM Special City Council meeting Public Hearing-- Truth in Taxation Public Hearing-- FY 2019 Proposed Budget Preliminary Tax Levy Estimate Monday, November 12, 2018 7PM 2019 Budget Discussion (if needed) Monday, November 19, 2018 7PM* 2019 Budget & 2018 Tax Levy Adoption City of Evanston 2019 Budget Calendar 69 of 208 For the City Council Meeting of July 30, 2018 Item SP2 Resolution 54-R-18: Prevailing Wage for Public Works Projects For Action To: Honorable Mayor and Members of the City Council From: Hitesh Desai, Chief Financial Officer/City Treasurer Ashley King, Finance and Budget Manager Tammi Nunez, Purchasing Manager Subject: Resolution 54-R-18, Resolution relating to Prevailing Wage for Public Works Projects Date: July 23, 2018 Recommended Action: Staff requests that the City Council adopt Resolution 54-R-18, in order to comply with the provisions of the Illinois Prevailing Wage Act, 820 ILCS 130/0.01, et seq. (the “Act”). Livability Benefit: Economy and Jobs: Expand job opportunities. Innovation & Process: Support local government best practices and processes. Summary: Section 9 of the Act requires that public entities establish prevailing wages in June of every year for certain laborers, workers, and mechanics, as defined by statute. The Act requires that contractors and subcontractors pay workers covered under the Act, who are employed on public works construction projects, a wage no less than the general prevailing rate of wages (consisting of hourly cash wages plus fringe benefits) in the county where the work is performed. The Illinois Department of Labor publishes these prevailing wages by county. Attached to the Resolution as Exhibit “A” is the July 2018 schedule of prevailing wages in Cook County. ------------------------------------------------------------------------------------- Attachments: Copy of Resolution 54-R-18 Cook County Prevailing Wages for July 2018 Memorandum 70 of 208 7/23/2018 54-R-18 A RESOLUTION Relating to Prevailing Wages for Public Works Projects WHEREAS, the State of Illinois has enacted “an Act regulating wages of laborers, mechanics, and other workmen employed in any public works by the State, County, City, or any public body or any political subdivision or by anyone under contract for public works”, approved June 26, 1941, as amended, 820 ILCS 130/1 -130/12 (the “Prevailing Wage Act”); and WHEREAS, the aforesaid Prevailing Wage Act requires that the City ascertain the prevailing rate of wages for laborers, mechanics, and workers engaged in the construction of public works projects for the City within City limits. NOW, THEREFORE, BE IT RESOLVED BY THE CITY COUNCIL OF THE CITY OF EVANSTON, COOK COUNTY, ILLINOIS AS FOLLOWS: SECTION 1: In accordance with, and to the extent required by 820 ILCS 130/1-130/12, the general prevailing rate of wages is hereby ascertained to be the same as the prevailing rate of wages for construction work in Cook County as determined by the Illinois Department of Labor in its compilation as of September 1, 2017, a copy of which is attached hereto as Exhibit A. SECTION 2: Nothing herein contained shall be construed to apply said general prevailing rate of wages as herein ascertained to any work or employment except public works construction of the City to the extent required and as defined by the Prevailing Wage Act. 71 of 208 54-R-18 SECTION 3: A copy of the Compilation, Exhibit A, attached hereto, shall be maintained and available for public inspection in the Office of the City Clerk of the City of Evanston. SECTION 4: The City Clerk shall mail a certified copy of the Resolution to any association of employers, association of employees, or any person who has filed or who may file their names and addresses requesting a copy of any determination stating the particular rates and the particular class of workers whose wages will be affected by such rates. SECTION 5: The City Clerk shall file a certified copy of the adopted Resolution with both the Illinois Secretary of State and the Illinois Department of Labor. SECTION 6: The City Clerk shall cause to be published in a newspaper of general circulation within the area a copy of this Resolution, and that such publication shall constitute notice that the Resolution is effective and that this is the determination of this public body. SECTION 7: This Resolution shall be in full force and effect from and after its passage and approval in the manner provided by law. ________________________________ Stephen H. Hagerty, Mayor Attest: Approved as to form: ___________________________ ___________________________ Devon Reid, City Clerk Michelle L. Masoncup, Corporation Counsel Adopted: __________________, 2018 72 of 208 EXHIBIT A Prevailing Rate of Wages for Construction Work in Cook County as Determined by the Illinois Department of Labor in its Compilation of September 1, 2017 73 of 208 Prevailing Wage rates for Cook County effective Sept. 1, 2017 Trade Title Region Type Class Base Wage Fore- man Wage M-F OT OSA OSH H/W Pension Vacation Training ASBESTOS ABT-GEN ALL ALL 41.20 42.20 1.5 1.5 2 14.65 12.32 0.00 0.50 ASBESTOS ABT-MEC ALL BLD 37.46 39.96 1.5 1.5 2 11.62 11.06 0.00 0.72 BOILERMAKER ALL BLD 48.49 52.86 2 2 2 6.97 19.61 0.00 0.90 BRICK MASON ALL BLD 45.38 49.92 1.5 1.5 2 10.45 16.68 0.00 0.90 CARPENTER ALL ALL 46.35 48.35 1.5 1.5 2 11.79 18.87 0.00 0.63 CEMENT MASON ALL ALL 44.25 46.25 2 1.5 2 14.00 17.16 0.00 0.92 CERAMIC TILE FNSHER ALL BLD 38.56 38.56 1.5 1.5 2 10.65 11.18 0.00 0.68 COMM. ELECT. ALL BLD 43.10 45.90 1.5 1.5 2 8.88 13.22 1.00 0.85 ELECTRIC PWR EQMT OP ALL ALL 50.50 55.50 1.5 1.5 2 11.69 16.69 0.00 3.12 ELECTRIC PWR GRNDMAN ALL ALL 39.39 55.50 1.5 1.5 2 9.12 13.02 0.00 2.43 ELECTRIC PWR LINEMAN ALL ALL 50.50 55.50 1.5 1.5 2 11.69 16.69 0.00 3.12 ELECTRICIAN ALL ALL 47.40 50.40 1.5 1.5 2 14.33 16.10 1.00 1.18 ELEVATOR CONSTRUCTOR ALL BLD 51.94 58.43 2 2 2 14.43 14.96 4.16 0.90 FENCE ERECTOR ALL ALL 39.58 41.58 1.5 1.5 2 13.40 13.90 0.00 0.40 GLAZIER ALL BLD 42.45 43.95 1.5 1.5 2 14.04 20.14 0.00 0.94 HT/FROST INSULATOR ALL BLD 50.50 53.00 1.5 1.5 2 12.12 12.96 0.00 0.72 IRON WORKER ALL ALL 47.33 49.33 2 2 2 14.15 22.39 0.00 0.35 LABORER ALL ALL 41.20 41.95 1.5 1.5 2 14.65 12.32 0.00 0.50 LATHER ALL ALL 46.35 48.35 1.5 1.5 2 11.79 18.87 0.00 0.63 MACHINIST ALL BLD 47.56 50.06 1.5 1.5 2 7.05 8.95 1.85 1.47 MARBLE FINISHERS ALL ALL 33.95 33.95 1.5 1.5 2 10.45 15.52 0.00 0.47 MARBLE MASON ALL BLD 44.63 49.09 1.5 1.5 2 10.45 16.28 0.00 0.59 MATERIAL TESTER I ALL ALL 31.20 31.20 1.5 1.5 2 14.65 12.32 0.00 0.50 MATERIALS TESTER II ALL ALL 36.20 36.20 1.5 1.5 2 14.65 12.32 0.00 0.50 MILLWRIGHT ALL ALL 46.35 48.35 1.5 1.5 2 11.79 18.87 0.00 0.63 74 of 208 OPERATING ENGINEER ALL BLD 1 50.10 54.10 2 2 2 18.80 14.35 2.00 1.30 OPERATING ENGINEER ALL BLD 2 48.80 54.10 2 2 2 18.80 14.35 2.00 1.30 OPERATING ENGINEER ALL BLD 3 46.25 54.10 2 2 2 18.80 14.35 2.00 1.30 OPERATING ENGINEER ALL BLD 4 44.50 54.10 2 2 2 18.80 14.35 2.00 1.30 OPERATING ENGINEER ALL BLD 5 53.85 54.10 2 2 2 18.80 14.35 2.00 1.30 OPERATING ENGINEER ALL BLD 6 51.10 54.10 2 2 2 18.80 14.35 2.00 1.30 OPERATING ENGINEER ALL BLD 7 53.10 54.10 2 2 2 18.80 14.35 2.00 1.30 OPERATING ENGINEER ALL FLT 1 55.90 55.90 1.5 1.5 2 18.05 13.60 1.90 1.30 OPERATING ENGINEER ALL FLT 2 54.40 55.90 1.5 1.5 2 18.05 13.60 1.90 1.30 OPERATING ENGINEER ALL FLT 3 48.40 55.90 1.5 1.5 2 18.05 13.60 1.90 1.30 OPERATING ENGINEER ALL FLT 4 40.25 55.90 1.5 1.5 2 18.05 13.60 1.90 1.30 OPERATING ENGINEER ALL FLT 5 57.40 55.90 1.5 1.5 2 18.05 13.60 1.90 1.30 OPERATING ENGINEER ALL FLT 6 38.00 55.90 1.5 1.5 2 18.05 13.60 1.90 1.30 OPERATING ENGINEER ALL HWY 1 48.30 52.30 1.5 1.5 2 18.80 14.35 2.00 1.30 OPERATING ENGINEER ALL HWY 2 47.75 52.30 1.5 1.5 2 18.80 14.35 2.00 1.30 OPERATING ENGINEER ALL HWY 3 45.70 52.30 1.5 1.5 2 18.80 14.35 2.00 1.30 OPERATING ENGINEER ALL HWY 4 44.30 52.30 1.5 1.5 2 18.80 14.35 2.00 1.30 OPERATING ENGINEER ALL HWY 5 43.10 52.30 1.5 1.5 2 18.80 14.35 2.00 1.30 OPERATING ENGINEER ALL HWY 6 51.30 52.30 1.5 1.5 2 18.80 14.35 2.00 1.30 OPERATING ENGINEER ALL HWY 7 49.30 52.30 1.5 1.5 2 18.80 14.35 2.00 1.30 ORNAMNTL IRON WORKER ALL ALL 46.75 49.25 2 2 2 13.90 19.79 0.00 0.75 PAINTER ALL ALL 45.55 51.24 1.5 1.5 1.5 11.56 11.44 0.00 1.87 PAINTER SIGNS ALL BLD 37.45 42.05 1.5 1.5 2 2.60 3.18 0.00 0.00 PILEDRIVER ALL ALL 46.35 48.35 1.5 1.5 2 11.79 18.87 0.00 0.63 PIPEFITTER ALL BLD 47.50 50.50 1.5 1.5 2 10.05 17.85 0.00 2.12 PLASTERER ALL BLD 42.75 45.31 1.5 1.5 2 14.00 15.71 0.00 0.89 PLUMBER ALL BLD 49.25 52.20 1.5 1.5 2 14.34 13.35 0.00 1.28 ROOFER ALL BLD 42.30 45.30 1.5 1.5 2 9.08 12.14 0.00 0.58 SHEETMETAL WORKER ALL BLD 43.50 46.98 1.5 1.5 2 11.03 23.43 0.00 0.78 SIGN HANGER ALL BLD 31.31 33.81 1.5 1.5 2 4.85 3.28 0.00 0.00 75 of 208 SPRINKLER FITTER ALL BLD 47.20 49.20 1.5 1.5 2 12.25 11.55 0.00 0.55 STEEL ERECTOR ALL ALL 42.07 44.07 2 2 2 13.45 19.59 0.00 0.35 STONE MASON ALL BLD 45.38 49.92 1.5 1.5 2 10.45 16.68 0.00 0.90 TERRAZZO FINISHER ALL BLD 40.54 40.54 1.5 1.5 2 10.65 12.76 0.00 0.73 TERRAZZO MASON ALL BLD 44.38 47.88 1.5 1.5 2 10.65 14.15 0.00 0.82 TILE MASON ALL BLD 45.49 49.49 1.5 1.5 2 10.65 13.88 0.00 0.86 TRAFFIC SAFETY WRKR ALL HWY 33.50 35.85 1.5 1.5 2 6.00 7.25 0.00 0.50 TRUCK DRIVER E ALL 1 35.60 36.25 1.5 1.5 2 8.56 11.50 0.00 0.15 TRUCK DRIVER E ALL 2 35.85 36.25 1.5 1.5 2 8.56 11.50 0.00 0.15 TRUCK DRIVER E ALL 3 36.05 36.25 1.5 1.5 2 8.56 11.50 0.00 0.15 TRUCK DRIVER E ALL 4 36.25 36.25 1.5 1.5 2 8.56 11.50 0.00 0.15 TRUCK DRIVER W ALL 1 35.98 36.53 1.5 1.5 2 8.25 10.14 0.00 0.15 TRUCK DRIVER W ALL 2 36.13 36.53 1.5 1.5 2 8.25 10.14 0.00 0.15 TRUCK DRIVER W ALL 3 36.33 36.53 1.5 1.5 2 8.25 10.14 0.00 0.15 TRUCK DRIVER W ALL 4 36.53 36.53 1.5 1.5 2 8.25 10.14 0.00 0.15 TUCKPOINTER ALL BLD 45.42 46.42 1.5 1.5 2 8.32 15.42 0.00 0.80 Legend M-F OT Unless otherwise noted, OT pay is required for any hour greater than 8 worked each day, Mon through Fri. The number listed is the multiple of the base wage. OSA Overtime pay required for every hour worked on Saturdays OSH Overtime pay required for every hour worked on Sundays and Holidays H/W Health/Welfare benefit Explanations COOK COUNTY The following list is considered as those days for which holiday rates of wages for work performed apply: New Years Day, Memorial Day, Fourth of July, Labor Day, Thanksgiving Day, Christmas Day and Veterans Day in some classifications/counties. Generally, any of these holidays which fall on a Sunday is celebrated on the following Monday. This then makes work performed on that Monday payable at the appropriate overtime rate for holiday pay. Common practice in a given local may alter certain days of celebration. If in doubt, please check with IDOL. TRUCK DRIVERS (WEST) - That part of the county West of Barrington Road. 76 of 208 EXPLANATION OF CLASSES ASBESTOS - GENERAL - removal of asbestos material/mold and hazardous materials from any place in a building, including mechanical systems where those mechanical systems are to be removed. This includes the removal of asbestos materials/mold and hazardous materials from ductwork or pipes in a building when the building is to be demolished at the time or at some close future date. ASBESTOS - MECHANICAL - removal of asbestos material from mechanical systems, such as pipes, ducts, and boilers, where the mechanical systems are to remain. CERAMIC TILE FINISHER The grouting, cleaning, and polishing of all classes of tile, whether for interior or exterior purposes, all burned, glazed or unglazed products; all composition materials, granite tiles, warning detectable tiles, cement tiles, epoxy composite materials, pavers, glass, mosaics, fiberglass, and all substitute materials, for tile made in tile-like units; all mixtures in tile like form of cement, metals, and other materials that are for and intended for use as a finished floor surface, stair treads, promenade roofs, walks, walls, ceilings, swimming pools, and all other places where tile is to form a finished interior or exterior. The mixing of all setting mortars including but not limited to thin-set mortars, epoxies, wall mud, and any other sand and cement mixtures or adhesives when used in the preparation, installation, repair, or maintenance of tile and/or similar materials. The handling and unloading of all sand, cement, lime, tile, fixtures, equipment, adhesives, or any other materials to be used in the preparation, installation, repair, or maintenance of tile and/or similar materials. Ceramic Tile Finishers shall fill all joints and voids regardless of method on all tile work, particularly and especially after installation of said tile work. Application of any and all protective coverings to all types of tile installations including, but not be limited to, all soap compounds, paper products, tapes, and all polyethylene coverings, plywood, masonite, cardboard, and any new type of products that may be used to protect tile installations, Blastrac equipment, and all floor scarifying equipment used in preparing floors to receive tile. The clean up and removal of all waste and materials. All demolition of existing tile floors and walls to be re-tiled. COMMUNICATIONS ELECTRICIAN Installation, operation, inspection, maintenance, repair and service of radio, television, recording, voice sound vision production and reproduction, telephone and telephone interconnect, facsimile, data apparatus, coaxial, fibre optic and wireless equipment, appliances and systems used for the transmission and reception of signals of any nature, business, domestic, commercial, education, entertainment, and residential purposes, including but not limited to, communication and telephone, electronic and sound equipment, fibre optic and data communication systems, and the performance of any task directly related to such installation or service whether at new or existing sites, such tasks to include the placing of wire and cable and electrical power conduit or other raceway work within the equipment room and pulling wire and/or cable through conduit and the installation of any incidental conduit, such that the employees covered hereby can complete any job in full. MARBLE FINISHER 77 of 208 Loading and unloading trucks, distribution of all materials (all stone, sand, etc.), stocking of floors with material, performing all rigging for heavy work, the handling of all material that may be needed for the installation of such materials, building of scaffolding, polishing if needed, patching, waxing of material if damaged, pointing up, caulking, grouting and cleaning of marble, holding water on diamond or Carborundum blade or saw for setters cutting, use of tub saw or any other saw needed for preparation of material, drilling of holes for wires that anchor material set by setters, mixing up of molding plaster for installation of material, mixing up thin set for the installation of material, mixing up of sand to cement for the installation of material and such other work as may be required in helping a Marble Setter in the handling of all material in the erection or installation of interior marble, slate, travertine, art marble, serpentine, alberene stone, blue stone, granite and other stones (meaning as to stone any foreign or domestic materials as are specified and used in building interiors and exteriors and customarily known as stone in the trade), carrara, sanionyx, vitrolite and similar opaque glass and the laying of all marble tile, terrazzo tile, slate tile and precast tile, steps, risers treads, base, or any other materials that may be used as substitutes for any of the aforementioned materials and which are used on interior and exterior which are installed in a similar manner. MATERIAL TESTER I: Hand coring and drilling for testing of materials; field inspection of uncured concrete and asphalt. MATERIAL TESTER II: Field inspection of welds, structural steel, fireproofing, masonry, soil, facade, reinforcing steel, formwork, cured concrete, and concrete and asphalt batch plants; adjusting proportions of bituminous mixtures. OPERATING ENGINEER - BUILDING Class 1. Asphalt Plant; Asphalt Spreader; Autograde; Backhoes with Caisson Attachment; Batch Plant; Benoto (requires Two Engineers); Boiler and Throttle Valve; Caisson Rigs; Central Redi-Mix Plant; Combination Back Hoe Front End-loader Machine; Compressor and Throttle Valve; Concrete Breaker (Truck Mounted); Concrete Conveyor; Concrete Conveyor (Truck Mounted); Concrete Paver Over 27E cu. ft; Concrete Paver 27E cu. ft. and Under: Concrete Placer; Concrete Placing Boom; Concrete Pump (Truck Mounted); Concrete Tower; Cranes, All; Cranes, Hammerhead; Cranes, (GCI and similar Type); Creter Crane; Spider Crane; Crusher, Stone, etc.; Derricks, All; Derricks, Traveling; Formless Curb and Gutter Machine; Grader, Elevating; Grouting Machines; Heavy Duty Self-Propelled Transporter or Prime Mover; Highlift Shovels or Front Endloader 2-1/4 yd. and over; Hoists, Elevators, outside type rack and pinion and similar machines; Hoists, One, Two and Three Drum; Hoists, Two Tugger One Floor; Hydraulic Backhoes; Hydraulic Boom Trucks; Hydro Vac (and similar equipment); Locomotives, All; Motor Patrol; Lubrication Technician; Manipulators; Pile Drivers and Skid Rig; Post Hole Digger; Pre-Stress Machine; Pump Cretes Dual Ram; Pump Cretes: Squeeze Cretes-Screw Type Pumps; Gypsum Bulker and Pump; Raised and Blind Hole Drill; Roto Mill Grinder; Scoops - Tractor Drawn; Slip-Form Paver; Straddle Buggies; Operation of Tie Back Machine; Tournapull; Tractor with Boom and Side Boom; Trenching Machines. Class 2. Boilers; Broom, All Power Propelled; Bulldozers; Concrete Mixer (Two Bag and Over); Conveyor, Portable; Forklift Trucks; Highlift Shovels or Front Endloaders under 2-1/4 yd.; Hoists, Automatic; Hoists, Inside Elevators; Hoists, Sewer Dragging Machine; Hoists, Tugger Single Drum; 78 of 208 Laser Screed; Rock Drill (Self-Propelled); Rock Drill (Truck Mounted); Rollers, All; Steam Generators; Tractors, All; Tractor Drawn Vibratory Roller; Winch Trucks with "A" Frame. Class 3. Air Compressor; Combination Small Equipment Operator; Generators; Heaters, Mechanical; Hoists, Inside Elevators (remodeling or renovation work); Hydraulic Power Units (Pile Driving, Extracting, and Drilling); Pumps, over 3" (1 to 3 not to exceed a total of 300 ft.); Low Boys; Pumps, Well Points; Welding Machines (2 through 5); Winches, 4 Small Electric Drill Winches. Class 4. Bobcats and/or other Skid Steer Loaders; Oilers; and Brick Forklift. Class 5. Assistant Craft Foreman. Class 6. Gradall. Class 7. Mechanics; Welders. OPERATING ENGINEERS - HIGHWAY CONSTRUCTION Class 1. Asphalt Plant; Asphalt Heater and Planer Combination; Asphalt Heater Scarfire; Asphalt Spreader; Autograder/GOMACO or other similar type machines: ABG Paver; Backhoes with Caisson Attachment; Ballast Regulator; Belt Loader; Caisson Rigs; Car Dumper; Central Redi-Mix Plant; Combination Backhoe Front Endloader Machine, (1 cu. yd. Backhoe Bucket or over or with attachments); Concrete Breaker (Truck Mounted); Concrete Conveyor; Concrete Paver over 27E cu. ft.; Concrete Placer; Concrete Tube Float; Cranes, all attachments; Cranes, Tower Cranes of all types: Creter Crane: Spider Crane; Crusher, Stone, etc.; Derricks, All; Derrick Boats; Derricks, Traveling; Dredges; Elevators, Outside type Rack & Pinion and Similar Machines; Formless Curb and Gutter Machine; Grader, Elevating; Grader, Motor Grader, Motor Patrol, Auto Patrol, Form Grader, Pull Grader, Subgrader; Guard Rail Post Driver Truck Mounted; Hoists, One, Two and Three Drum; Heavy Duty Self-Propelled Transporter or Prime Mover; Hydraulic Backhoes; Backhoes with shear attachments up to 40' of boom reach; Lubrication Technician; Manipulators; Mucking Machine; Pile Drivers and Skid Rig; Pre-Stress Machine; Pump Cretes Dual Ram; Rock Drill - Crawler or Skid Rig; Rock Drill - Truck Mounted; Rock/Track Tamper; Roto Mill Grinder; Slip-Form Paver; Snow Melters; Soil Test Drill Rig (Truck Mounted); Straddle Buggies; Hydraulic Telescoping Form (Tunnel); Operation of Tieback Machine; Tractor Drawn Belt Loader; Tractor Drawn Belt Loader (with attached pusher - two engineers); Tractor with Boom; Tractaire with Attachments; Traffic Barrier Transfer Machine; Trenching; Truck Mounted Concrete Pump with Boom; Raised or Blind Hole Drills (Tunnel Shaft); Underground Boring and/or Mining Machines 5 ft. in diameter and over tunnel, etc; Underground Boring and/or Mining Machines under 5 ft. in diameter; Wheel Excavator; Widener (APSCO). Class 2. Batch Plant; Bituminous Mixer; Boiler and Throttle Valve; Bulldozers; Car Loader Trailing Conveyors; Combination Backhoe Front Endloader Machine (Less than 1 cu. yd. Backhoe Bucket or over or with attachments); Compressor and Throttle Valve; Compressor, Common Receiver (3); Concrete Breaker or Hydro Hammer; Concrete Grinding Machine; Concrete Mixer or Paver 7S Series to and including 27 cu. ft.; 79 of 208 Concrete Spreader; Concrete Curing Machine, Burlap Machine, Belting Machine and Sealing Machine; Concrete Wheel Saw; Conveyor Muck Cars (Haglund or Similar Type); Drills, All; Finishing Machine - Concrete; Highlift Shovels or Front Endloader; Hoist - Sewer Dragging Machine; Hydraulic Boom Trucks (All Attachments); Hydro-Blaster; Hydro Excavating (excluding hose work); Laser Screed; All Locomotives, Dinky; Off-Road Hauling Units (including articulating) Non Self-Loading Ejection Dump; Pump Cretes: Squeeze Cretes - Screw Type Pumps, Gypsum Bulker and Pump; Roller, Asphalt; Rotary Snow Plows; Rototiller, Seaman, etc., self-propelled; Self-Propelled Compactor; Spreader - Chip - Stone, etc.; Scraper - Single/Twin Engine/Push and Pull; Scraper - Prime Mover in Tandem (Regardless of Size); Tractors pulling attachments, Sheeps Foot, Disc, Compactor, etc.; Tug Boats. Class 3. Boilers; Brooms, All Power Propelled; Cement Supply Tender; Compressor, Common Receiver (2); Concrete Mixer (Two Bag and Over); Conveyor, Portable; Farm-Type Tractors Used for Mowing, Seeding, etc.; Forklift Trucks; Grouting Machine; Hoists, Automatic; Hoists, All Elevators; Hoists, Tugger Single Drum; Jeep Diggers; Low Boys; Pipe Jacking Machines; Post-Hole Digger; Power Saw, Concrete Power Driven; Pug Mills; Rollers, other than Asphalt; Seed and Straw Blower; Steam Generators; Stump Machine; Winch Trucks with "A" Frame; Work Boats; Tamper-Form-Motor Driven. Class 4. Air Compressor; Combination - Small Equipment Operator; Directional Boring Machine; Generators; Heaters, Mechanical; Hydraulic Power Unit (Pile Driving, Extracting, or Drilling); Light Plants, All (1 through 5); Pumps, over 3" (1 to 3 not to exceed a total of 300 ft.); Pumps, Well Points; Vacuum Trucks (excluding hose work); Welding Machines (2 through 5); Winches, 4 Small Electric Drill Winches. Class 5. SkidSteer Loader (all); Brick Forklifts; Oilers. Class 6. Field Mechanics and Field Welders Class 7. Dowell Machine with Air Compressor; Gradall and machines of like nature. OPERATING ENGINEER - FLOATING Class 1. Craft Foreman; Master Mechanic; Diver/Wet Tender; Engineer; Engineer (Hydraulic Dredge). Class 2. Crane/Backhoe Operator; Boat Operator with towing endorsement; Mechanic/Welder; Assistant Engineer (Hydraulic Dredge); Leverman (Hydraulic Dredge); Diver Tender. Class 3. Deck Equipment Operator, Machineryman, Maintenance of Crane (over 50 ton capacity) or Backhoe (115,000 lbs. or more); Tug/Launch Operator; Loader/Dozer and like equipment on Barge, Breakwater Wall, Slip/Dock, or Scow, Deck Machinery, etc. Class 4. Deck Equipment Operator, Machineryman/Fireman (4 Equipment Units or More); Off Road Trucks; Deck Hand, Tug Engineer, Crane Maintenance (50 Ton Capacity and Under) or Backhoe Weighing (115,000 pounds or less); Assistant Tug Operator. 80 of 208 Class 5. Friction or Lattice Boom Cranes. Class 6. ROV Pilot, ROV Tender TERRAZZO FINISHER The handling of sand, cement, marble chips, and all other materials that may be used by the Mosaic Terrazzo Mechanic, and the mixing, grinding, grouting, cleaning and sealing of all Marble, Mosaic, and Terrazzo work, floors, base, stairs, and wainscoting by hand or machine, and in addition, assisting and aiding Marble, Masonic, and Terrazzo Mechanics. TRAFFIC SAFETY Work associated with barricades, horses and drums used to reduce lane usage on highway work, the installation and removal of temporary lane markings, and the installation and removal of temporary road signs. TRUCK DRIVER - BUILDING, HEAVY AND HIGHWAY CONSTRUCTION - EAST & WEST Class 1. Two or three Axle Trucks. A-frame Truck when used for transportation purposes; Air Compressors and Welding Machines, including those pulled by cars, pick-up trucks and tractors; Ambulances; Batch Gate Lockers; Batch Hopperman; Car and Truck Washers; Carry-alls; Fork Lifts and Hoisters; Helpers; Mechanics Helpers and Greasers; Oil Distributors 2-man operation; Pavement Breakers; Pole Trailer, up to 40 feet; Power Mower Tractors; Self-propelled Chip Spreader; Skipman; Slurry Trucks, 2-man operation; Slurry Truck Conveyor Operation, 2 or 3 man; Teamsters; Unskilled Dumpman; and Truck Drivers hauling warning lights, barricades, and portable toilets on the job site. Class 2. Four axle trucks; Dump Crets and Adgetors under 7 yards; Dumpsters, Track Trucks, Euclids, Hug Bottom Dump Turnapulls or Turnatrailers when pulling other than self-loading equipment or similar equipment under 16 cubic yards; Mixer Trucks under 7 yards; Ready-mix Plant Hopper Operator, and Winch Trucks, 2 Axles. Class 3. Five axle trucks; Dump Crets and Adgetors 7 yards and over; Dumpsters, Track Trucks, Euclids, Hug Bottom Dump Turnatrailers or turnapulls when pulling other than self-loading equipment or similar equipment over 16 cubic yards; Explosives and/or Fission Material Trucks; Mixer Trucks 7 yards or over; Mobile Cranes while in transit; Oil Distributors, 1-man operation; Pole Trailer, over 40 feet; Pole and Expandable Trailers hauling material over 50 feet long; Slurry trucks, 1-man operation; Winch trucks, 3 axles or more; Mechanic--Truck Welder and Truck Painter. Class 4. Six axle trucks; Dual-purpose vehicles, such as mounted crane trucks with hoist and accessories; Foreman; Master Mechanic; Self- loading equipment like P.B. and trucks with scoops on the front. Other Classifications of Work: 81 of 208 For definitions of classifications not otherwise set out, the Department generally has on file such definitions which are available. If a task to be performed is not subject to one of the classifications of pay set out, the Department will upon being contacted state which neighboring county has such a classification and provide such rate, such rate being deemed to exist by reference in this document. If no neighboring county rate applies to the task, the Department shall undertake a special determination, such special determination being then deemed to have existed under this determination. If a project requires these, or any classification not listed, please contact IDOL at 217-782-1710 for wage rates or clarifications. LANDSCAPING Landscaping work falls under the existing classifications for laborer, operating engineer and truck driver. The work performed by landscape plantsman and landscape laborer is covered by the existing classification of laborer. The work performed by landscape operators (regardless of equipment used or its size) is covered by the classifications of operating engineer. The work performed by landscape truck drivers (regardless of size of truck driven) is covered by the classifications of truck driver. MATERIAL TESTER & MATERIAL TESTER/INSPECTOR I AND II Notwithstanding the difference in the classification title, the classification entitled "Material Tester I" involves the same job duties as the classification entitled "Material Tester/Inspector I". Likewise, the classification entitled "Material Tester II" involves the same job duties as the classification entitled "Material Tester/Inspector II". 82 of 208 For City Council Meeting of July 30, 2018 Item SP3 Storefront Modernization Program Applications For Action To: Honorable Mayor and Members of the City Council From: Paul Zalmezak, Economic Development Division Manager Paulina Martínez, Assistant to the City Manager Subject: Storefront Modernization Program Applications for 1901-1903 Church Street and 1623 Simpson Street Date: July 26, 2018 Recommended Action: Staff supports a recommendation from the Economic Development Committee to the City Council for approval of 100% financial assistance through the Storefront Modernization Program to the following Evanston commercial buildings, which would help a total of six small women and/or minority-owned businesses: ● 1901 Church Street in an amount not to exceed $77,676.00 to install awnings, update windows and doors as needed, remove electric box signs, install lighting fixtures, and limited tuck-pointing. ● 1623 Simpson Street in an amount not to exceed $25,546.00 to install awnings, update windows and doors, remove electric box signs, and install lighting fixtures, and masonry work as needed. The cumulative amount of this funding request is $103,222. Funding Source: Funding will be from the Economic Development Business District Improvement Fund (Account 100.21.5300.65522). The approved Fiscal Year 2018 Budget allocated a total of $250,000 for this account to fund both the Storefront Modernization and Great Merchant Grant programs. If approved, the Business District Improvement Fund will be expended for 2018. Livability Benefit: - Economy and Jobs: Retain and expand local businesses - Built Environment: Enhance public spaces Summary: Economic Development staff was directed to work closely with both landlords to collect bids and complete the application process. Staff assisted the landlords by soliciting bids Memorandum 83 of 208 from architects, using the City’s purchasing guidelines. The landlords have signed a contract with Studio Talo to render the project drawings and to manage the general contractors and subcontractor bidding for the 1901 Church Street and 1623 Simpson storefront modernizations. Staff will continue working with all parties until completion. The scope of services proposed included new storefront glass, doors, tuck-pointing, lighting fixtures, awnings, old sign removal, and painting as needed. The bids revealed that the full scope of work for both buildings would cost a total of $233,120. The detailed budgets are attached, and summarized as follows: However, to fit within the City Council-approved funding (up to $100,000.00) for this project, staff worked with the architect to work with the general contractor to scale back the project scope, in a way that results in the intended goal to beautify the buildings, but delivered within the $100,000 budget. The recommended scope, totaling $103,222 includes new awnings, new lighting, removal of old box signage, new doors and windows where needed, and targeted tuckpointing. The recommended budget is summarized as follows: Proposed NSP2 Storefront Modernization Budget 1901 Church and 1623 Simpson 1901 Church General Conditions/Site Management/Architectural Services 52,348.00$ Masonry 18,300.00$ Thermal & Moisture Protection (minor roof repair)2,360.00$ Storefront System 56,455.00$ Awnings/Signage 22,000.00$ Electrical 11,050.00$ Overhead/Profit/Supervision 18,602.00$ Total 181,115.00$ 1623 Church General Conditions/Site Management/Architectural Services 13,480.00$ Masonry 11,600.00$ Thermal & Moisture Protection -$ Storefront System 9,865.00$ Awnings/Signage 8,500.00$ Electrical 3,095.00$ Overhead/Profit/Supervision 5,465.00$ Total 52,005.00$ Grand Total 233,120.00$ 84 of 208 Background: The Storefront Modernization Program provides a financial incentive to property owners and their commercial tenants to invest in improvements to commercial property in Evanston. Eligible expenses include street-facing exterior improvements such as windows, doors, signage, painting, and the like. On November 2017 the City Council approved new Storefront Modernization Program guidelines, which allows 100% coverage for projects in NSP2 areas. Applicants must obtain three written bids for the work proposed, with at least one of the three bids being provided by an Evanston-based contractor whenever possible. The program is intended to help modernize aging building stock in targeted development areas and improve the aesthetics individual commercial businesses within their respective business districts. (For more detailed information, please refer to the Program Guidelines online). Legislative History On July 25, 2018 the Economic Development Committee unanimously approved the request. Attachments: - Proposed Budgets - Storefront Modernization Program Application for Church & Dodge - Storefront Modernization Program Application for 1623 Simpson - Bids - Elevations Proposed NSP2 Storefront Modernization Budget 1901 Church and 1623 Simpson 1901 Church General Conditions/Site Management/Architectural Services 10,975.00$ Masonry 3,300.00$ Thermal & Moisture Protection (minor roof repair)-$ Storefront System 19,600.00$ Awnings/Signage 24,500.00$ Electrical 11,050.00$ Overhead/Profit/Supervision/Permits 8,251.00$ Total 77,676.00$ 1623 Church General Conditions/Site Management/Architectural Services 2,175.00$ Masonry 1,700.00$ Thermal & Moisture Protection -$ Storefront System 7,000.00$ Awnings/Signage 8,500.00$ Electrical 3,095.00$ Overhead/Profit/Supervision 3,076.00$ Total 25,546.00$ Grand Total 103,222.00$ 85 of 208 2018 Storefront Modernization Program #37 Property Address * 1901 Church Street, Evanston, IL 60201 Property PIN * 10-13-119-073-0000 Year Property was constructed N/A Length of store frontage (feet): * 171 Is this property a historic landmark? No Applicant Name: * Soterios V Frentzas Applicant Address: * 1137 Perda Ln., DesPlaines, IL 60016 Email * soteris@comcast.net Phone Number (847) 630-0888 Name of business (if applicable): Applicant is: * Property Owner Name(s) of business(es): Gyro's Planet; C&W Market and Ice Cream Parlor; Ebony Barber Shop; Tom's Beauty Supply; Cutting Edge Hair Gallery Business Owner Name(s): Mohammed Khan; Wendy and Clarence Weaver; Gigi Giles; Kyu Sang Gang; Donna Walker Date of lease expiration (if applicable): How many years has the business been at this location? varies Provide a description of the ground floor business(es) at this location (500 words max). fast food restaurant; convenience store and ice cream parlor; barber shop; beauty supply; hair salon 86 of 208 Property Owner Name: Property Owner Address: Property Owner Phone Number: Property Owner Email: Is the property currently for sale? No What type(s) of improvements are you planning to make? (check all that apply) *  Signage/awnings  Doors/windows  Tuckpointing  Lighting  Painting Provide a narrative of your proposed project. Include information on portions of the building that will be improved and what particular work activities will be completed. (500 words max) * Update storefront systems, repair brickwork, install awnings, and lighting fixtures throughout the buildings, painting as needed, and removal of two electric box signs. Provide a narrative of sustainability measures that will be employed in this project (500 words max) Provide a narrative of how your proposed project will improve accessibility at your building (500 words max) Upload 3 current photos of the building for which you are applying. 20180126_114832.jpg 422.99 KB · JPG 20180126_114911.jpg 516.37 KB · JPG 20180126_115123.jpg 424.92 KB · JPG Upload 3 contractor estimates for the project(s) being proposed. 180719_csse_bid_list.pdf 127.44 KB · PDF 87 of 208 180719_csse_bid_list1.pdf127.44 KB · PDF 180719_csse_bid_list2.pdf127.44 KB · PDF If applicant is not the owner of the building for which funding is sought, upload a letter of support from the property owner. "I certify that all of the information contained in this document, all statements, information, and exhibits that I am submitting for the property listed in this form under 'property information' is true and accurate and to the best of my knowledge. I certify that I have reviewed the Program Guidelines and Program Agreement form associated with the City of Evanston's Facade Improvement Program." (Type name below for signature). * Soterios V Frentzas Date * Friday, July 20, 2018 Created 20 Jul 2018 12:19:19 PM PUBLIC 66.158.65.76 IP Address 88 of 208 QUANTITIES/NOTES CONTRACTOR BUDGET 1 1. GENERAL CONDITIONS 2 PROJECT SPECIFIC PDB 3 01 00 00 Portable toilet delivery $50.00 4 01 00 00 Portable toilet (2) months @ $90/month $180.00 5 01 00 00 Dumpster (regular debris)$0.00 6 01 00 00 Dumpster overweight charge allowance $0.00 7 01 00 00 Demolition removal of existing box signs and awnings $1,000.00 8 01 00 00 Temp fencing allowance $500.00 9 01 00 00 Temp utilities allowance $500.00 10 01 00 00 Temp security temporary framing and plywood walls $15,868.00 11 01 00 00 Pedestrian canopy scaffold with protection $12,750.00 12 01 00 00 Lock keying and coordination allowance for (10) doors $500.00 13 01 00 00 Safety (first aid, eye wear, helmets, etc.)allowance $150.00 14 01 00 00 Misc. interior patching, painting and caulking allowance $2,000.00 15 01 00 00 Finish protection allowance $250.00 16 01 00 00 Final clean allowance $1,600.00 17 01 00 00 General contingency (material and labor) allowance for misc. restoration $8,000.00 18 SUBTOTAL OF GENERAL CONDITIONS $43,348.00 19 20 4. MASONRY 21 MASONRY 22 04 00 00 Masonry work and painting lintels SME $17,500.00 23 04 00 00 Strip black paint 1903 Church SME $800.00 24 25 7. THERMAL & MOISTURE PROTECTION 26 ROOFING 27 07 00 00 Roofing and insulation Hanson $2,360.00 28 29 8. OPENINGS 30 OPENINGS 31 08 00 00 Kawneer Encore storefront system per plans EGM $54,955.00 32 08 00 00 Prefinished metal column covers (2) at 1901 Church, (1) at 1903 Church PDB $1,500.00 33 34 10. SPECIALTIES / FF&E 35 FIXTURES AND ACCESSORIES 36 10 00 00 Exterior awnings per plans EAC $20,500.00 37 10 00 00 Signage and lettering allowance EAC $3,000.00 38 39 26. ELECTRICAL 40 ELECTRICAL 41 26 00 00 Elecrical work per plans C&F $6,550.00 42 26 00 00 Light fixtures allowance, (15) fixtures @ $200/ea PDB $3,000.00 43 26 00 00 Barber pole allowance PDB $1,500.00 44 45 Total Base Bid $155,013.00 46 Overhead, profit and supervision (12%)$18,602.00 47 Construction Cost $173,615.00 48 49 Notes: 50 1.Sign artwork and design are NIC 51 2.Masonry work includes spot tuckpointing, not full tuckpointing DATE: 7/19/2018 ADDRESS: 1901-1903 Church St. PROJECT BUDGET | FULL PROJECT: Church & Dodge Façade Restoration ADDRESS: 1700-1708 Dodge Ave. Evanston, IL 60201 Page 1 89 of 208 QUANTITIES/NOTES CONTRACTOR BUDGET 1 1. GENERAL CONDITIONS 2 PROJECT SPECIFIC 3 01 00 00 Demolition removal of existing box signs and awnings PDB $1,000.00 4 01 00 00 Temp utilities allowance PDB $250.00 5 01 00 00 Lock keying and coordination allowance for (5) doors PDB $250.00 6 01 00 00 Safety (first aid, eye wear, helmets, etc.)allowance PDB $75.00 7 01 00 00 Finish protection allowance PDB $100.00 8 01 00 00 Final clean allowance PDB $300.00 9 SUBTOTAL OF GENERAL CONDITIONS $1,975.00 10 11 4. MASONRY 12 MASONRY 13 04 00 00 Miscellaneous masonry repairs at box signs and awnings only SME $2,500.00 14 04 00 00 Strip black paint from masonry 1903 Church SME $800.00 15 16 8. OPENINGS 17 OPENINGS 18 08 00 00 Replace (5) exterior doors 1901 and 1903 Church, 1702 and 1704 Dodge EGM $17,500.00 19 08 00 00 Replace (2) glass and (2) column covers 1901 Church and 1708 Dodge EGM $2,100.00 20 21 10. SPECIALTIES / FF&E 22 FIXTURES AND ACCESSORIES 23 10 00 00 Exterior awnings (6) fabric awnings w/aluminum frames EAC $20,500.00 24 10 00 00 Signage and lettering allowance EAC $3,000.00 25 10 00 00 Window glass screen allowance, entrances to apartments EAC $1,000.00 26 27 26. ELECTRICAL 28 ELECTRICAL 29 26 00 00 Elecrical work C&F $6,550.00 30 26 00 00 Light fixtures allowance, (15) fixtures @ $200/ea C&F $3,000.00 31 26 00 00 Barber pole allowance C&F $1,500.00 32 33 Total Base Bid $60,425.00 34 Overhead, profit and supervision (12%)$7,251.00 35 Construction Cost $67,676.00 36 37 Permit fees allowance ---$1,000.00 38 Project Cost $68,676.00 39 40 Notes: 41 1. Sign artwork and design are NIC Evanston, IL 60201 DATE: 7/19/2018 PROJECT BUDGET | REDUCED PROJECT: Church & Dodge Façade Restoration ADDRESS: 1901-1903 Church St. ADDRESS: 1700-1708 Dodge Ave. Page 1 90 of 208 91 of 208 92 of 208 2018 Storefront Modernization Program #38 Property Address * 1623 Simpson Street, Evanston, IL 60201 Property PIN * 10-12-421-023-0000 Year Property was constructed N/A Length of store frontage (feet): * 64 Is this property a historic landmark? No Applicant Name: * Collin James Applicant Address: * 1604 Darrow Ave., Evanston, IL 60201 Email * noemail@noemail.com Phone Number (847) 401-3643 Name of business (if applicable): Applicant is: * Property Owner Name(s) of business(es): Jennifer's Edibles Business Owner Name(s): Jennifer Eason Date of lease expiration (if applicable): How many years has the business been at this location? 2 Provide a description of the ground floor business(es) at this location (500 words max). Jamaican restaurant Property Owner Name: 93 of 208 Property Owner Address: Property Owner Phone Number: Property Owner Email: Is the property currently for sale? No What type(s) of improvements are you planning to make? (check all that apply) *  Signage/awnings  Doors/windows  Tuckpointing  Lighting  Painting Provide a narrative of your proposed project. Include information on portions of the building that will be improved and what particular work activities will be completed. (500 words max) * Update storefront systems, repair brickwork, install awnings, and lighting fixtures throughout the buildings, painting as needed, and removal of two electric box signs. Provide a narrative of sustainability measures that will be employed in this project (500 words max) Provide a narrative of how your proposed project will improve accessibility at your building (500 words max) Upload 3 current photos of the building for which you are applying. 11.jpg117.40 KB · JPG 2.jpg44.11 KB · JPG 3.jpg63.81 KB · JPG Upload 3 contractor estimates for the project(s) being proposed. 180719_csse_bid_list3.pdf127.44 KB · PDF 94 of 208 180719_csse_bid_list4.pdf127.44 KB · PDF 180719_csse_bid_list5.pdf127.44 KB · PDF If applicant is not the owner of the building for which funding is sought, upload a letter of support from the property owner. "I certify that all of the information contained in this document, all statements, information, and exhibits that I am submitting for the property listed in this form under 'property information' is true and accurate and to the best of my knowledge. I certify that I have reviewed the Program Guidelines and Program Agreement form associated with the City of Evanston's Facade Improvement Program." (Type name below for signature). * Collin R James Date * Friday, July 20, 2018 Created 20 Jul 2018 12:42:22 PM PUBLIC 66.158.65.76 IP Address 95 of 208 QUANTITIES/NOTES CONTRACTOR BUDGET 1 1. GENERAL CONDITIONS 2 PROJECT SPECIFIC PDB 3 01 00 00 Portable toilet delivery $50.00 4 01 00 00 Portable toilet (2) months @ $90/month $180.00 5 01 00 00 Dumpster (regular debris)$0.00 6 01 00 00 Dumpster overweight charge allowance $0.00 7 01 00 00 Demoltion removal of existing box signs and awnings $600.00 8 01 00 00 Temp fencing allowance $250.00 9 01 00 00 Temp utilities allowance $300.00 10 01 00 00 Temp security temorary framing and plywood walls $2,925.00 11 01 00 00 Pedestrian canopy scaffold with protection $3,550.00 12 01 00 00 Lock keying and coordination allowance for (2) doors $150.00 13 01 00 00 Safety (first aid, eye wear, helmets, etc.)allowance $50.00 14 01 00 00 Misc. interior patching, painting and caulking allowance $1,000.00 15 01 00 00 Finish protection allowance $125.00 16 01 00 00 Final clean allowance $800.00 17 01 00 00 General contingency (material and labor) allowance for misc. restoration $2,500.00 18 SUBTOTAL OF GENERAL CONDITIONS $12,480.00 19 20 4. MASONRY 21 MASONRY 22 04 00 00 Masonry work and painting lintels SME $11,100.00 23 04 00 00 Repair concrete step and floor tile at entrance Jennifer's SME $500.00 24 25 8. OPENINGS 26 OPENINGS 27 08 00 00 Kawneer Encore storefront system per plans EGM $9,865.00 28 29 10. SPECIALTIES / FF&E 30 FIXTURES AND ACCESSORIES 31 10 00 00 Exterior awnings per plans; (not low bid)EAC $7,500.00 32 10 00 00 Signage and lettering allowance EAC $1,000.00 33 34 26. ELECTRICAL 35 ELECTRICAL 36 26 00 00 Elecrical work per plans C&F $1,095.00 37 26 00 00 Light fixtures allowance for 10 fixtures @ $200/ea PDB $2,000.00 38 39 Total Base Bid $45,540.00 40 Overhead, profit and supervision (12%)$5,465.00 41 Construction Cost $51,005.00 42 43 Other Costs by Owner 44 1.Permits (building, sign, canopy, dumpster) and related fees 45 2.Masonry work includes spot tuckpointing, not full tuckpointing Evanston, IL 60201 DATE: 7/19/2018 PROJECT BUDGET | FULL PROJECT: Simpson Façade Restoration ADDRESS: 1623 Simpson St. Page 1 96 of 208 QUANTITIES/NOTES CONTRACTOR BUDGET 1 1. GENERAL CONDITIONS 2 PROJECT SPECIFIC 3 01 00 00 Demolition removal of existing box signs and awnings PDB $600.00 4 01 00 00 Temp utilities allowance PDB $250.00 5 01 00 00 Lock keying and coordination allowance for (2) doors PDB $150.00 6 01 00 00 Safety (first aid, eye wear, helmets, etc.)allowance PDB $25.00 7 01 00 00 Finish protection allowance PDB $50.00 8 01 00 00 Final clean allowance PDB $100.00 9 SUBTOTAL OF GENERAL CONDITIONS $1,175.00 10 11 4. MASONRY 12 MASONRY 13 04 00 00 Miscellaneous masonry repairs at box signs and awnings only SME $1,200.00 14 04 00 00 Repair concrete step and floor tile at entrance Jennifer's SME $500.00 15 16 8. OPENINGS 17 OPENINGS 18 08 00 00 Replacement of (2) exterior doors Jennifer's and vacant unit EGM $7,000.00 19 20 10. SPECIALTIES / FF&E 21 FIXTURES AND ACCESSORIES 22 10 00 00 Exterior awnings (2) fabric awnings w/aluminum frames EAC $7,500.00 23 10 00 00 Signage and lettering allowance EAC $1,000.00 24 25 26. ELECTRICAL 26 ELECTRICAL 27 26 00 00 Elecrical work C&F $1,095.00 28 26 00 00 Light fixtures allowance, (10) fixtures @ $200/ea C&F $2,000.00 29 30 Total Base Bid $21,470.00 31 Overhead, profit and supervision (12%)$2,576.00 32 Construction Cost $24,046.00 33 34 Permit fees allowance $500.00 35 Project Cost $24,546.00 36 37 Notes: 38 1. Sign artwork and design are NIC DATE: 7/19/2018 PROJECT BUDGET | REDUCED PROJECT: Simpson Façade Restoration ADDRESS: 1623 Simpson St. Evanston, IL 60201 Page 1 97 of 208 98 of 208 99 of 208 SUBCONTRACTOR LIST - BID LIST PROJECT: Church & Dodge and Simpson Façade Restoration . . DATE:7/19/2018 CONTRACTOR DIVISION DISCIPLINE MANAGER/CONTACT PHONE EMAIL CHURCH/DODGE  BIDS SIMPSON BIDS GENERAL CONTRACTOR Parallel Design Build, Inc.01 00 00 GC Scott Prestangen (847) 801‐9260 wk scott@parallel‐designbuild.com ‐‐‐‐‐‐ 1234 Sherman Ave., Suite 202 (847) 707‐6519 cell Evanston, IL 60202 PEDESTRIAN CANOPY Prime Scaffold Inc.01 00 00 Scaffold Mark Malczewski (630) 595‐2700wk mmalczewski@primescaffold.com $12,750.00 $3,550.00 1205 8th Ave. Belvidere, IL 61008 Chicago Scaffolding Inc.01 00 00 Scaffold Jason Murawski (773) 287‐8787 wk jason@chicagoscaffolding.com Incomplete bid Incomplete bid 4824 W. Lake St. Chicago, IL 60644 MASONRY Solid Masonry Experts 04 00 00 Masonry Derek Cygan (847) 553‐6457 cell derek@solidmasonryexperts.com $17,500.00 $11,100.00 362 Itasca St. Wood Dale, IL 60191 North Shore Brickwork & Windows 04 00 00 Masonry Krystie Booble (847) 864‐5990 wk service@bricksandwindows.com No bid No bid 1351 Brummel Ave. Elk Grove Village, IL 60007 Plumb Masonry 04 00 00 Masonry Mike Plumb (773) 401‐9020 wk mike@plumbmasonry.com $24,000.00 $11,950.00 PO Box 6368 Evanston, IL 60204 ROOFING Hanson Roofing Inc. 07 00 00 Roofing Chuck Neuhaus (708) 328‐2550 wk cneuhaus@aol.com $2,360.00 ‐‐‐ 2130 Jackson Ave. Kevin Neuhaus (847) 337‐0956 cell Evanston, IL 60201 STOREFRONT Chicago Glass Co. of Illinois 08 00 00 Aluminum, Glas Brian Lowe (708) 800‐7120 wk service@chicagoglasscompany.com No bid No bid 4425 Harlem Ave.cell Stickney, IL 60402 Ark Glass of Chicago, Inc.08 00 00 Aluminum, Glas Damian Galek (847) 640‐8766 wk damian@arkglassofchicago.com $68,450.00 $12,350.00 800 Lee Street Tom Markowski cell Elk Grove Village, IL 60007 Star Tech Glass Inc.08 00 00 Aluminum, Glas Boguslaw Pokrywka (773) 745‐0800 wk boguslaw@startechglass.com $59,620.00 $11,197.00 1835 N. Major Ave. Chicago, IL 60639 Evanston Glass & Mirror Ltd.08 00 00 Aluminum, Glas Jim Talbot (847) 328‐2200 wk lacosta@evanstonglassandmirror.co $54,955.00 $9,865.00 2903 Central St. Evanston, IL 60201 AWNINGS Evanston Awning Co.10 00 00 Awnings George Schaefer (847) 864‐4520 wk awnings@evanstonawnings.com $20,500.00 $7,500.00 2801 Central St. Evanston, IL 60201 Universal Awnings & Signs 10 00 00 Awnings Mike Lukascewski (773) 875‐2884 wk universalawnings@ymail.com Incomplete bid Incomplete bid 834 N. Cicero David Martinez Chicago, IL 60651 American Awning 10 00 00 Awnings Joey Brendaro (773) 267‐4300 wk george@americanawningchicago.co $33,400.00 $3,400.00 3930 N. Elston Ave. Chicago, IL 60618 ELECTRICAL Corrigan & Freres Electric Co.26 00 00 Electric Mike Corrigan (847) 673‐0005 wk corrfrer@sbcglobal.net $6,550.00 $1,095.00 8039 Ridgeway Ave (847) 269‐2214 cell Skokie, IL 60076 True Power Electric Co.26 00 00 Electric Deon jones (847) 477‐3230 wk truepowere@hotmail.com $6,700.00 $2,100.00 9020 Ewing Ave. Evanston, IL 60203 M&K Contractors Inc.26 00 00 Electric Ryan McKay (847) 934‐7701 wk rmckay@m‐kcontractors.com Incomplete bid Incomplete bid 1873 Hicks Rd., Suite C Jeffery Doman Rolling Meadows, IL 60008 Kabre Construction Inc.26 00 00 Electric Ewart Lewis wk kaybreconstructioninc@gmail.com No bid No bid Evaston, IL Parallel Design+Build Inc. 1234 Sherman Ave. Suite 202 Evanston IL 60202 Tel 847.801.9260100 of 208 O/OOWNER PROVIDED / OWNER INSTALLEDT&GTONGUE AND GROOVEA.F.F.ABOVE FINISHED FLOORGALV.GALVANIZEDADJ.ADJUSTABLEE.J.EXPANSION JOINTSIM.SIMILARU.N.O.UNLESS NOTED OTHERWISETYP.TYPICALOPPOSITE HANDO.H.O/COWNER PROVIDED / CONTRACTOR INSTALLEDM.O. MASONRY OPENINGTHE ARCHITECT AND HIS CONSULTANTS DO NOT WARRANT OR GUARANTEE THE ACCURACY AND COMPLETENESS OF THE WORK PRODUCT THEREIN BEYOND A REASONABLE DILIGENCE. IF ANY MISTAKES, OMISSIONS, OR DISCREPANCIES ARE FOUND TO EXIST WITHIN THE WORK PRODUCT, THE ARCHITECT SHALL BE PROMPTLY NOTIFIED SO THAT THEY MAY HAVE THE OPPORTUNITY TO TAKE WHATEVER STEPS NECESSARY TO RESOLVE THEM. FAILURE TO PROMPTLY NOTIFY THE ARCHITECT OF SUCH CONDITIONS SHALL ABSOLVE THE ARCHITECT FROM ANY RESPONSIBILITY FOR THE CONSEQUENCES OF SUCH FAILURE. ACTIONS TAKEN WITHOUT THE KNOWLEDGE AND CONSENT OF THE ARCHITECT, OR IN CONTRADICTION TO THE ARCHITECT'S WORK PRODUCT OR RECOMMENDATION, SHALL BECOME THE RESPONSIBILITY NOT OF THE ARCHITECT, BUT OF THE PARTIES RESPONSIBLE FOR TAKING SUCH ACTIONS.LIMITATION OF WARRANTY OF ARCHITECT'S PRODUCTN.T.S.CHURCH ST.1708 DODGE AVENUE1903 CHURCH STREET1706 DODGE AVENUE1704 DODGE AVENUE1702 DODGE AVENUE1700 DODGE AVENUE1901 CHURCH STREETDODGE AVE.OWNER ARCHITECTSOTERIOS FRENTZAS1137 PERDA LNDESPLAINES, IL 60016STUDIO TALO ARCHITECTURE1234 SHERMAN AVE. STE 202EVANSTON, IL 60202847.733.7300CONTRACTORPARALLEL DESIGN BUILD1234 SHERMAN AVE. STE 202EVANSTON, IL 60202SCOTT PRESTANGEN847.801.9260OPEN DECK215-S12SECTION DETAILSHEET NUMBERINTERIOR ELEVATION SHEET NUMBERKEYNOTEPARTITION TAGSPOT ELEVATIONSREVISION BUBBLE AND TAGDOOR LOCATIONROOM NAME & NUMBERPLAN DETAILSHEET NUMBERNEW WALL /ALTERED CONSTRUCTION-SEE PARTITION SCHEDULEEXISTING WALL TO BE REMOVEDEXISTING WALL TO REMAINA3.12O.H.SIM.A3.120.00"1.115DOOR TAGPWINDOW TAGA3.1 41SYMBOLS / LEGENDEXTERIOR ELEVATIONSHEET NUMBERGWBMATERIAL TAGWC-1FIXTURE/ EQUIPMENT TAG23A3.12AN EXTERIOR FACADE RENOVATION TO EXISTING RETAIL STOREFRONTS INCLUDING NEW STOREFRONT GLAZING AND ELECTRICAL WORK.AWNINGS AND SIGNAGE TO BE SUBMITTED UNDER SEPARATE PERMIT.Project Numbers t u d i o t a l o a r c h i t e c t u r e i n c1234 sherman ave. ste 202 evanston il 60202 t 847.733.7300 www.studiotalo.comSTUDIO TALO ARCHITECTURE INC. EXPRESSLY RESERVES ITS COMMON LAW COPYRIGHT AND OTHER PROPERTY RIGHTS FOR ANY DRAWINGS PRODUCED FOR THIS PROJECT. NO DRAWINGS ARE TO BE REPRODUCED, ALTERED OR COPIED IN ANY FORM OR MANNER WHATSOEVER, NOR ARE THEY TO BE ASSIGNED TO ANY THIRD PARTY WITHOUT FIRST OBTAINING EXPRESSED WRITTEN PERMISSION AND CONSENT OF STUDIO TALO ARCHITECTURE INC. ANY PUBLISHED PHOTOGRAPHS OF THIS PROJECT SHOULD CREDIT STUDIO TALO ARCHITECTURE INC. AS ITS SOLE DESIGNER.NOTE: THESE DRAWINGS MAY HAVE BEEN REPRODUCED AT A SIZE DIFFERENT FROM THE ONE ORIGINALLY NOTED. OWNER AND ARCHITECT ASSUME NO RESPONSIBILITY FOR USE OF INCORRECT SCALED INFORMATION. CONTRACTOR SHALL VERIFY ALL EXISTING CONDITIONS PRIOR TO PROCEEDING WITH CONSTRUCTION AND IMMEDIATELY NOTIFY ARCHITECT OF ANY DISCREPANCIES OR CONFLICTS.THESE DRAWINGS WERE PREPARED UNDER THE SUPERVISION OF A REGISTERED ARCHITECT AND TO THE BEST OF MY KNOWLEDGE CONFORM TO THE CODES AND ORDINANCES OF THE NOT FOR CONSTRUCTIONstudio talo architecture © 2018REGISTERED ILLINOIS ARCHITECT NO. 001-018253A0.0TITLE PAGE & NOTESCHURCH ANDDODGE FACADERENOVATION18131901-1903 CHURCHSTREET1700-1708 DODGEAVENUEEVANSTON, IL 60201CITY OF EVANSTONCHURCH AND DODGEFACADE RENOVATION1901-1903 CHURCH STREET1700-1708 DODGE AVENUEEVANSTON, IL 60201A0.0 TITLE PAGE & NOTESA0.1 DEMOLITION PLANA1.0 FLOOR PLANA2.0 EXTERIOR ELEVATIONSA3.0 DETAILS, SECTIONS & SCHEDULESSYMBOLSPROJECT CONTACTSPROJECT LOCATION MAPSHEET INDEXTYPICAL ABBREVIATIONSGENERAL CODE NOTESGENERAL PROJECT NOTESPROJECT DESCRIPTION• ALL WORK SHALL CONFORM TO APPLICABLE STATE AND LOCAL CODESAND ORDINANCES AS SET FORTH IN THE GENERAL CONDITIONS OFTHE CONTRACT.• THE CONTRACTOR SHALL VISIT THE SITE AND FAMILIARIZE HIMSELF/HERSELF WITH EXISTING CONDITIONS PRIOR TO SUBMITTING APROPOSAL.• THE GENERAL CONTRACTOR SHALL CHECK AND VERIFY ALLMEASUREMENTS IN THE FIELD AND REPORT ANY DISCREPANCIES TOTHE ARCHITECT BEFORE STARTING. IN THE CASE OF DISCREPANCIESBETWEEN THE CONTRACT DOCUMENTS, THE CONTRACTOR SHALLSECURE INSTRUCTIONS FROM THE ARCHITECT BEFORE PROCEEDINGWITH THE WORK AFFECTED BY OMISSIONS AND DISCREPANCIES. THECONTRACTOR SHALL ASSUME FULL RESPONSIBILITY FORPROCEEDING WITH SUCH WORK WITHOUT APPROVAL IF SUCH WORKRESULTS IN A CHANGE IN THE CONTRACT DOCUMENTS.• THE CONTRACTOR SHALL TAKE ANY AND ALL MEASUREMENTSNECESSARY TO VERIFY THE DRAWINGS AND PROPERLY LAY OUT THEMATERIALS AT THE JOB AND BE RESPONSIBLE FOR THE ACCURACY OFTHE SAME. EXCEPT AS OTHERWISE SPECIFICALLY AGREED, ALLMATERIALS SHALL BE NEW AND AS SPECIFIED. ANY SUBSTITUTEMATERIAL MUST FIRST BE APPROVED BY THE ARCHITECT. ANY MAJORDISCREPANCY AFFECTING THE LAYOUT OF THE WORK SHALL BECALLED TO THE ARCHITECT'S ATTENTION BY THE CONTRACTOR. NOWORK SHALL PROCEED UNTIL THE DISCREPANCY IS RECTIFIED.• DURING THE PERIOD OF CONSTRUCTION THE CONTRACTOR SHALLCARRY AND MAINTAIN INSURANCE. THE OWNER AND ARCHITECT SHALLBE NAMED AS "ADDITIONALLY INSURED" ON THE COMPREHENSIVEGENERAL LIABILITY POLICY OF THE GENERAL CONTRACTOR AND/ORSUBCONTRACTOR OF ANY TIER. THE GENERAL CONTRACTOR, WITHINTEN (10) DAYS AFTER NOTIFICATION OF ACCEPTANCE OF BID ANDPRIOR TO SIGNING A CONTRACT WITH THE OWNER, SHALL SUBMIT ACERTIFICATE OF INSURANCE COVERAGE.• THE GENERAL CHARACTER OF THE DETAILED WORK IS SHOWN ON THEDRAWINGS. ANY DETAILS SHALL BE WORKED OUT IN RELATION TOTHEIR LOCATION AND CONNECTION TO OTHER PARTS OF THE WORK.WHERE ON ANY DRAWINGS A PORTION OF THE WORK IS DRAWN OUT,ALL SIMILAR CONDITIONS SHOULD BE TREATED SIMILARLY UNLESSOTHERWISE NOTED.• THE RESPONSIBILITY FOR THE SAFE WORKING CONDITIONS AT THESITE SHALL BE THE CONTRACTOR'S, AND THE ARCHITECT AND OWNERSHALL NOT BE DEEMED TO HAVE ANY RESPONSIBILITY OF LIABILITY INCONNECTION THEREWITH. CONFORM TO ALL APPLICABLE OSHARULES AND REGULATIONS.• THE CONTRACTOR SHALL TAKE ALL NECESSARY PRECAUTIONS TOINSURE AGAINST FIRE DURING CONSTRUCTION AND BE RESPONSIBLETHAT THE AREA WITHIN CONTRACT LIMITS IS KEPT ORDERLY ANDCLEAN AND THAT COMBUSTIBLE RUBBISH IS PROMPTLY REMOVEDFROM THE SITE.• UNLESS AN ALLOWANCE IS INDICATED, THE CONTRACTOR SHALLPROVIDE AND INSTALL ALL MATERIALS AND PERFORM ALL SERVICES,SKILLED AND UNSKILLED, AS PART OF THE ACCEPTED BID.ALLOWANCES ARE FOR MATERIAL ONLY, BEFORE TAX, SHIPPING ANDHANDELING. ANY REMAINDER OF ALLOWANCE SHALL BE APPLIED TOANOTHER ITEM AS DETERMINED BY THE OWNER. ALLOWANCE DOESNOT INCLUDE INSTALLATION WHICH SHALL BE PERFORMED BY THECONTRACTOR.• THE CONTRACTOR WILL USE LICESED WORKERS ANDSUBCONTRACTORS AS REQUIRED• THE CONTRACTOR SHALL PERFORM ALL WORK AS INDICATED IN THECONTRACT DOCUMENTS. UPON COMPLETION, THE PROPERTY SHALLBE IN "MOVE IN " CONDITION. ALL TRASH AND CONSTRUCTION DEBRISSHALL BE REMOVED FROM THE SITE• ALL EXIT DOORS SHALL BE OPERABLE WITHOUT A KEY OR SPECIALKNOWLEDGE.• THE MANUAL PULL OR PUSH OF AN INTERIOR SWING DOOR SHALLNOT EXCEED 5LBF AND 8.5 LBF FOR EXTERIOR DOORS IN ORDER TOOPERATE THE DOOR.• WHERE REQUIRED, GLASS DOORS, PANELS & LITES SHALL BETEMPERED GLAZING• ALL INTERIOR WALL AND CEILING FINISHED SHALL HAVE A CLASS 1FLAME SPREAD RATING.ALL WORK SHALL CONFORM TO APPLICABLE STATE AND LOCAL CODES AND ORDINANCES INCLUDING BUT NOT LIMITED TO:-THE 2012 INTERNATIONAL BUILDING CODE -THE EVANSTON ZONING ORDINANCE-THE 2012 INTERNATIONAL PLUMBING CODE-THE 2012 STATE OF ILLINOIS PLUMBING CODE-THE 2012 INTERNATIONAL MECHANICAL CODE-THE 2012 INTERNATIONAL FUEL GAS CODE-THE 2012 NFPA LIFE SAFETY CODE 101-THE 2012 INTERNATIONAL FIRE CODE-THE 2011 NATIONAL ELECTRIC CODE, THE ILLINOIS ACCESSIBILITY CODE-THE 2010 DEPARTMENT OF JUSTICE ADA STANDARDS FOR ACCESSIBLE DESIGN-THE 2015 INTERNATIONAL ENERGY CONSERVATION CODE.PERSPECTIVE FROM CORNERNo.DescriptionDate1 ISSUED FOR BID & PERMIT 06/29/18101 of 208 T1222232222445555677888888888881708 DODGE AVE1706 DODGE AVE1704 DODGE AVE1702 DODGE AVE1700 DODGE AVE1901 CHURCH ST1903 CHURCH ST99999991081111812121111131415171616EE E EEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEE161618161816161616161615191919191319E20E21221623232425262626E1827228DEMOLISHEDEXISTINGNEWProject Numbers t u d i o t a l o a r c h i t e c t u r e i n c1234 sherman ave. ste 202 evanston il 60202 t 847.733.7300 www.studiotalo.comSTUDIO TALO ARCHITECTURE INC. EXPRESSLY RESERVES ITS COMMON LAW COPYRIGHT AND OTHER PROPERTY RIGHTS FOR ANY DRAWINGS PRODUCED FOR THIS PROJECT. NO DRAWINGS ARE TO BE REPRODUCED, ALTERED OR COPIED IN ANY FORM OR MANNER WHATSOEVER, NOR ARE THEY TO BE ASSIGNED TO ANY THIRD PARTY WITHOUT FIRST OBTAINING EXPRESSED WRITTEN PERMISSION AND CONSENT OF STUDIO TALO ARCHITECTURE INC. ANY PUBLISHED PHOTOGRAPHS OF THIS PROJECT SHOULD CREDIT STUDIO TALO ARCHITECTURE INC. AS ITS SOLE DESIGNER.NOTE: THESE DRAWINGS MAY HAVE BEEN REPRODUCED AT A SIZE DIFFERENT FROM THE ONE ORIGINALLY NOTED. OWNER AND ARCHITECT ASSUME NO RESPONSIBILITY FOR USE OF INCORRECT SCALED INFORMATION. CONTRACTOR SHALL VERIFY ALL EXISTING CONDITIONS PRIOR TO PROCEEDING WITH CONSTRUCTION AND IMMEDIATELY NOTIFY ARCHITECT OF ANY DISCREPANCIES OR CONFLICTS.THESE DRAWINGS WERE PREPARED UNDER THE SUPERVISION OF A REGISTERED ARCHITECT AND TO THE BEST OF MY KNOWLEDGE CONFORM TO THE CODES AND ORDINANCES OF THE NOT FOR CONSTRUCTIONstudio talo architecture © 2018REGISTERED ILLINOIS ARCHITECT NO. 001-018253A0.1DEMOLITION PLANCHURCH ANDDODGE FACADERENOVATION18131901-1903 CHURCHSTREET1700-1708 DODGEAVENUEEVANSTON, IL 60201CITY OF EVANSTONDEMOLITION KEYNOTES15 G.C. TO UNFASTEN EXISTING OUTLET FROM EXISTINGSTOREFRONT PRIOR TO DEMO TO BE RE-ATTACHED UPONCOMPLETION OF NEW STOREFRONT.16 EXISTING OUTLET TO REMAIN. G.C. TO PROTECT DURING DEMOAND NEW WORK.17 G.C. TO UNFASTEN EXISTING EXIT LIGHT AND SIGN FROM EXISTINGSTOREFRONT AND STORE FOR RE-INSTALLATION PRIOR TO DEMOTO BE RE-INSTALLED UPON COMPLETION OF NEW STOREFRONT.18 EXISTING EXIT SIGN TO REMAIN. G.C. TO PROTECT DURING DEMOAND NEW WORK.19 EXISTING SWITCH TO REMAIN. G.C. TO PROTECT DURING DEMOAND NEW WORK.20 G.C. TO UNFASTEN EXISTING EMERGENCY LIGHT FROM EXISTINGSTOREFRONT AND STORE FOR RE-INSTALLATION PRIOR TO DEMOTO BE RE-INSTALLED UPON COMPLETION OF NEW STOREFRONT.21 G.C. TO REMOVE AND SALVAGE EXISTING STEEL SECURITY GRATEAT INTERIOR OF EXISTING STOREFRONT TO BE RE-INSTALLEDONCE NEW STOREFRONT IN PLACE.22 G.C. TO REMOVE AND SALVAGE EXISTING WOOD TRIM AND CROWNMOULDING TO BE RE-INSTALLED ONCE NEW STOREFRONT INPLACE. G.C. TO CAULK AND PAINT AS REQUIRED.23 G.C. TO PROTECT EXISTING LOW VOLTAGE CABLING DURING DEMOAND NEW WORK.24 G.C. TO TEMPORARILY UNFASTEN EXISTING LIGHT SWITCHESFROM EXISTING STOREFRONT AND RE-ATTACH AFTER NEWSTOREFRONT INSTALLATION.25 G.C. TO REMOVE EXISTING EXIT LIGHT AND RELOCATE TO WALLABOVE.26 EXISTING SECURITY CAMERAS TO REMAIN. G.C. TO PROTECTDURING DEMO AND NEW WORK.27 G.C. TO ENSURE EXISTING CEILING TERMINATION BOARD ISUNFASTENED FROM EXISTING STOREFRONT. G.C. TO SUPPORTCEILING AT STOREFRONT AS REQUIRED DURING DEMO AND NEWWORK.28 G.C. TO POWERWASH BRICK TO REMOVE PAINT FROM EXISTINGBRICK BELOW WINDOW SILL. G.C. TO TUCKPOINT, PREP AND STAINTO MATCH EXISTING ADJACENT BRICK. BRICK STAINING BYNAWKAW. G.C. TO PROVIDE ALTERNATE PRICE TO REPLACEEXISTING PAINTED BRICK W/ NEW.DEMOLITION KEYNOTES1 G.C. TO REMOVE EXISTING AWNINGS AND FRAMES AND PATCHWALL AS REQUIRED W/ MORTAR TO MATCH EXISTING WALL TOREMAIN.2 G.C. TO REMOVE EXISTING WALL SCONCE, TERMINATE WIRES ANDINSTALL NEW WEATHERPROOF COVER PLATE TO MATCH COLOROF ADJACENT WALL.3 G.C. TO REMOVE EXISTING BARBER POLE, TERMINATE WIRES ANDINSTALL NEW WEATHERPROOF COVER PLATE TO MATCH COLOROF BRICK WALL.4 G.C. TO REMOVE EXISTING COVER PLATE AND INSTALL NEW WALLSCONCE W/ DUSK TO DAWN SENSOR.5 EXISTING WALL SCONCE TO REMAIN AT 2ND FLOOR WINDOW SILLABOVE.6 EXISTING CEILING MOUNTED LIGHT FIXTURE TO REMAIN.7 G.C. TO DEMO EXISTING BOX SIGN AND ASSOCIATED LIGHTFIXTURES AND CONDUITS. G.C. TO PATCH WALL W/ MORTAR TOMATCH EXISTING WALL TO REMAIN.8 G.C. TO REMOVE EXISTING STOREFRONT GLAZING, FRAMES,DOORS AND THRESHOLDS. G.C. TO CLEAN ADJACENT BRICK ANDLINTELS.9 G.C. TO REMOVE AND REPLACE EXISTING LIMESTONE SILL W/ NEW2 1/4" LIMESTONE SILL.10 G.C. TO REMOVE EXISTING WOOD ROOF SUPPORTS AND SHOREUP EXISTING PITCHED ROOF ABOVE DURING DEMO UNTIL NEWHEADER INSTALLED AND REMOVE EXISTING SHINGLE ROOFINGAND FLASHINGS TO BE REPLACED W/ NEW.11 G.C. TO REMOVE EXISTING COLUMN WRAP TO BE REPLACED W/NEW. G.C. TO VERIFY CONDITION OF EXISTING COLUMN PRIOR TONEW WORK. NOTIFY ARCHITECT IMMEDIATELY REGARDING ANYISSUES.12 G.C. TO REMOVE EXISTING LIMESTONE AT WINDOW HEAD ANDREPLACE W/ NEW.13 G.C. TO SCRAPE AND PREP EXISTING COLUMN FOR NEW PAINT.14 G.C. TO REMOVE AND SALVAGE EXISTING WOOD SILL AND TRIMAND REINSTALL AFTER NEW LIMESTONE SILL AND STOREFRONTARE IN PLACE. G.C. TO CAULK AND TOUCH UP PAINT AS REQUIRED.GENERAL DEMOLITION NOTES• G.C. TO PROPERLY DISPOSE OF ALL MATERIALS AND EQUIPMENTDEMOLISHED FROM THE JOBSITE.• G.C. SHALL COORDINATE GENERAL DEMOLITION WORK WITH THAT OFTHE MECHANICAL, PLUMBING ELECTRICAL AND SECURITYCONTRACTORS.• REMOVE ELECTRICAL CONDUIT AND BOXES, SCHEDULED TO BEDEMOLISHED AND/OR NECESSARY TO INSTALL NEW WORK. REMOVEBACK TO SOURCE OR BELOW SLAB AND CAP. PATCH/REPAIRAFFECTED WALLS, FLOORS AND CEILING AS REQUIRED FOR PROPERREMOVAL AND REFINISH.• ALL ABANDONED EQUIPMENT AND MISCELLANEOUS HANGERS, ETC.FOUND ABOVE CEILINGS SHALL BE REMOVED.• MAINTAIN AND PROTECT ALL FIRE ALARM SYSTEMS AND OTHEREMERGENCY SYSTEMS DURING DEMOLITION.• PATCH AND REPAIR EXISTING CONSTRUCTION ADJACENT TOSCHEDULED AND UNSCHEDULED DEMOLITION WORK. RESTORE TOMATCH EXISTING MATERIALS AND FINISH.• WHEN UNANTICIPATED MECHANICAL, ELECTRICAL OR STRUCTURALELEMENTS ARE ENCOUNTERED, NOTIFY THE ARCHITECTIMMEDIATETLY• DO NOT BEGIN DEMOLITION WORK UNTIL NECESSARY UTILITYDISCONNECT AND CAPPING HAVE BEEN VERIFIED. G.C. TO PROVIDEAND INSTALL TEMPORARY ELECTRICAL POWER AS REQUIRED.• G.C. TO PROVIDE TEMPORARY TOILET, DUMPSTERS AND SIDEWALKPROTECTION AS REQUIRED BY THE CITY AND PULL NECESSARYPERMITS. COORDINATE LOCATION ON SITE W/ OWNER.• G.C. TO PROVIDE AND INSTALL BARRIERS AND PROTECTION ASREQUIRED TO PROTECT TENANT SPACES FROM DUST, DEBRIS ANDWEATHER DURING DEMO AND CONSTRUTION.1/4" = 1'-0"1FIRST FLOOR PLAN - DEMO0'2'4'16'8'1/4" = 1'-0"WALL LEGENDNo.DescriptionDate1 ISSUED FOR BID & PERMIT 06/29/18102 of 208 TWPGFI1A2.03A2.04A2.01A3.02A2.03' - 4 3/4"V.I.F.11' - 4" M.O.3' - 4 3/4"V.I.F.13' - 5 1/2" M.O.3' - 5 1/4"V.I.F.11' - 10 3/4" M.O.3' - 9"V.I.F.15' - 11 1/4" M.O.1' - 4"V.I.F.10' - 7 1/2" M.O.1' - 0"V.I.F.12' - 3" M.O.V.I.F.5' - 0 3/4"V.I.F.16' - 6" M.O.1' - 5"4 1/2"V.I.F.3' - 3 1/2"4 3/4"1' - 5"V.I.F.14' - 6 1/4" M.O.V.I.F.5' - 9 1/4"V.I.F.4' - 3 1/4"V.I.F.3' - 3 3/4"V.I.F.7' - 9 1/2" M.O.V.I.F.5' - 0 3/4"1708 DODGE AVE1706 DODGE AVE1704 DODGE AVE1702 DODGE AVE1700 DODGE AVE1901 CHURCH ST1903 CHURCH STEE E EEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEE109108107106105104103102101100V.I.F.3' - 5 1/4"11111111111122222222233333334456781010101010101010F4.1F4.1F4.1F4.1F4.1F4.1F4.1F4.1F4.1F4.1111111111131111111111112131415161616161616161617181920F4.39F4.4F4.4F4.421F4.5F4.522232424242531' - 0" TYP.DEMOLISHEDEXISTINGNEWDUPLEX OUTLETGROUND FAULT CIRCUTWATER PROOF OUTLETSWITCHED OUTLETQUAD OUTLETWALL MTD/ SCONCECLG MTDPENDANTEXHAUST FAN /LIGHTSMOKE DETECTORSDCARBON MONOXIDE DETECTORCODIRECTIONAL CAN LIGHTREGULAR CAN LIGHTTHERMOSTATTFLOOR OUTLETCEILING OUTLETSWITCHED CEILING OUTLET3 WAY WALL SWITCHDIMMABLE WALL SWITCHFAN SWITCH (LUTRON MAESTRO)3DFMOTION SENSOR LIGHTMS4 WAY WALL SWITCH4DUPLEX OUTLET W/ USB OUTLETSUSBETHERNETCABLE/ TVPHONEEXISTINGEProject Numbers t u d i o t a l o a r c h i t e c t u r e i n c1234 sherman ave. ste 202 evanston il 60202 t 847.733.7300 www.studiotalo.comSTUDIO TALO ARCHITECTURE INC. EXPRESSLY RESERVES ITS COMMON LAW COPYRIGHT AND OTHER PROPERTY RIGHTS FOR ANY DRAWINGS PRODUCED FOR THIS PROJECT. NO DRAWINGS ARE TO BE REPRODUCED, ALTERED OR COPIED IN ANY FORM OR MANNER WHATSOEVER, NOR ARE THEY TO BE ASSIGNED TO ANY THIRD PARTY WITHOUT FIRST OBTAINING EXPRESSED WRITTEN PERMISSION AND CONSENT OF STUDIO TALO ARCHITECTURE INC. ANY PUBLISHED PHOTOGRAPHS OF THIS PROJECT SHOULD CREDIT STUDIO TALO ARCHITECTURE INC. AS ITS SOLE DESIGNER.NOTE: THESE DRAWINGS MAY HAVE BEEN REPRODUCED AT A SIZE DIFFERENT FROM THE ONE ORIGINALLY NOTED. OWNER AND ARCHITECT ASSUME NO RESPONSIBILITY FOR USE OF INCORRECT SCALED INFORMATION. CONTRACTOR SHALL VERIFY ALL EXISTING CONDITIONS PRIOR TO PROCEEDING WITH CONSTRUCTION AND IMMEDIATELY NOTIFY ARCHITECT OF ANY DISCREPANCIES OR CONFLICTS.THESE DRAWINGS WERE PREPARED UNDER THE SUPERVISION OF A REGISTERED ARCHITECT AND TO THE BEST OF MY KNOWLEDGE CONFORM TO THE CODES AND ORDINANCES OF THE NOT FOR CONSTRUCTIONstudio talo architecture © 2018REGISTERED ILLINOIS ARCHITECT NO. 001-018253A1.0FLOOR PLANCHURCH ANDDODGE FACADERENOVATION18131901-1903 CHURCHSTREET1700-1708 DODGEAVENUEEVANSTON, IL 60201CITY OF EVANSTONGENERAL FINISH NOTES• ALL INTERIOR FINISH AND TRIM MATERIALS SHALL MEET CLASS 1 FLAME SPREAD RATINGOF 0-25, AND A SMOKE DEVELOPED RATING OF LESS THEN 200 WHEN TESTED INACCORDANCE WITH ASTM E84.• PATCH ALL WALLS, CEILINGS, FLOORS AND OTHER SURFACES IN THE EXISTING BUILDINGAS REQUIRED AFTER REMOVAL OF INSTALLATION EQUIPMENT, PIPING, WIRING, WALLS,ETC. CONTRACTOR TO THROUGHLY EXAMINE ALL DRAWINGS AND EXISTING CONDITIONSFOR PATCHING REQUIREMENTS• AT THE HEAD OF ALL DOORS, PROVIDE PARTITION CONSTRUCTION SIMILAR TO ADJACENTPARTITIONS• CAULK BETWEEN ALL DISSIMILAR MATERIALS, ALUMINUM, PLASTIC, LAMINATE, GYPSUMBOARD, FINISH WOODS, ETC. WITH PAINTABLE SILICONE CAULK. CAULK COLOR TO BESELECTED BY ARCHITECTCONSTRUCTION KEYNOTES13 G.C. TO RE-INSTALL WOOD TRIM AND CROWN MOULDING AT INTERIOR OFSTOREFRONT. G.C. TO PATCH AND PAINT AREA AS REQUIRED.14 G.C. TO INSTALL NEW HEADER AT ROOF ABOVE, FILL EXISTING JOIST BAYS W/ BATTINSULATION AND INSTALL 5/8" DRYWALL AT UNDERSIDE OF JOISTS. G.C. TO PROVIDEAND INSTALL NEW 30 YEAR ARCHITECTURAL SHINGLES OVER GRACE ICE AND WATERAND PREFINISHED ALUMINUM FLASHINGS AND FASCIA. SHINGLE COLOR TBD BYOWNER. SEE WALL SECTION FOR DETAILS.15 G.C. TO EXTEND EXISTING RATED MASONRY WALL TO FACE OF ADJACENT EXTERIORBRICK WALLS AND TO BOTTOM OF EXISTING ROOF SHEATHING AND CAP AT EXTERIORW/ NEW PRE-FINISHED ALUMINUM TO MATCH NEW STOREFRONT.16 G.C. TO CAULK, PATCH AND PAINT INTERIOR WALL AT AREA OF NEW STOREFRONT ASREQUIRED.17 G.C. TO RE-FASTEN EXISTING LIGHT SWITCHES TO NEW STOREFRONT.18 G.C. TO RE-LOCATE EXISTING EXIT SIGN AND LIGHTING TO WALL ABOVE STOREFRONTGLAZING.19 G.C. TO RE-ATTACH EXISTING CEILING TERMINATION BOARD TO STOREFRONT ASREQUIRED.20 G.C. TO RE-FASTEN EXISTING OUTLET TO NEW STOREFRONT.21 G.C. TO RE-FASTEN EXISTING OUTLET TO CEILING AND FIRECAULK CONDUITPENETRATION AT BOTH SIDES OF FIRE RATED WALL.22 G.C. TO INSTALL NEW WALL SCONCES W/ DUSK TO DAWN SENSOR AT EXISTING J-BOXLOCATIONS.23 G.C. TO POWERWASH BRICK TO REMOVE PAINT FROM EXISTING BRICK BELOWWINDOW SILL. G.C. TO TUCKPOINT, PREP AND STAIN TO MATCH EXISTING ADJACENTBRICK. BRICK STAINING BY NAWKAW. G.C. TO PROVIDE ALTERNATE PRICE TOREPLACE EXISTING PAINTED BRICK W/ NEW.24 G.C. TO PROVIDE ALTERNATE PRICING TO PROVIDE AND INSTALL NEW WALL SCONCEABOVE NEW AWNING. G.C. TO MOUNT TO EXISTING LIMESTONE SILL AND CAULK ALLNEW WALL PENETRATION BOTH SIDES.25 G.C. TO SCRAPE AND PAINT EXISTING COLUMN.CONSTRUCTION KEYNOTES1 NEW 1 3/4" X 4 1/2" CLEAR ANODIZED ALUMINUM STOREFRONT GLAZING W/ CENTEREDINSULATED GLASS. SEE EXTERIOR ELEVATIONS FOR LOCATIONS OF SPANDRELPANELS. G.C. TO PROVIDE SAMPLES OF STOREFRONT GLAZING, SPANDREL PANELSAND FRAME AND SHOP DRAWINGS FOR ARCHITECT'S APPROVAL PRIOR TOORDERING. G.C. TO VERIFY ROUGH OPENINGS IN FIELD. STOREFRONT STYSTEM TOHAVE MIN. U FACTOR OF .38 FOR FIXED PANELS, .45 FOR OPERABLE AND .77 FORDOORS.2 G.C. TO CLEAN ALL CAULKING, EXCESS MORTAR SHIMS AND FASTENERS FROM THEEXISTING MASONRY OPENING PRIOR TO INSTALLATION OF NEW STOREFRONTGLAZING.3 G.C. TO INSTALL NEW 2 1/4" LIMESTONE SILL.4 G.C. TO INSTALL NEW COLUMN WRAP TO MATCH NEW STOREFRONT. G.C. TO NOTIFYARCHITECT IMMEDIATELY REGARDING ANY STRUCTURAL ISSUES.5 G.C. TO RE-INSTALL EXISTING WOOD SILL AND TRIM AND CAULK PATCH AND PAINTADJACENT WALLS AS REQUIRED.6 G.C. TO RE-ATTACH EXISTING OUTLET TO NEW STOREFRONT GLAZING.7 G.C. TO RE-INSTALL AND ATTACH EXISTING EXIT SIGN AND EMERGENCY LIGHTING TONEW STOREFRONT GLAZING.8 G.C. TO RE-INSTALL AND ATTACH EXISTING EMERGENCY LIGHTING TO NEWSTOREFRONT GLAZING.9 G.C. TO INSTALL NEW BARBER POLE LIGHT AND SWITCH. SEE LIGHTING SCHEDULE.G.C. TO COORDINATE SWITCH LOCATION W/ OWNER. INSTALL PER MANUFACTURERSPECIFICATIONS.10 NEW AWNING ABOVE, SEE EXTERIOR ELEVATIONS.11 NEW WALL SCONCE MOUNTED ON WALL UNDER AWNING. SEE EXTERIOR ELEVATIONSFOR MOUNTING LOCATIONS.12 G.C. TO RE-INSTALL METAL SECURITY GRATE AT INTERIOR OF NEW STOREFRONT.G.C. TO MEASURE SECURITY GRATE PRIOR TO ORDERING AND INSTALLINGSTOREFRONT TO ENSURE GRATE WILL FIT NEW STOREFRONT. OTHER STOREFRONTMULLIONS TO ALIGN.0'1'3'21'8'GENERAL CONSTRUCTION NOTES• ALL MATERIALS, EQUIPMENT AND LABOR SHALL BE PROVIDED BY THE CONTRACTORUNLESS NOTED OTHERWISE.• WHERE SPECIFIC DIMENSIONS, DETAILS OR DESIGN INTENT CANNOT BE DETERMINEDFROM THE DRAWINGS, CONSULT WITH THE ARCHITECT PRIOR TO PROCEEDING WITHTHE WORK.• INSTALL MATERIALS AND SYSTEMS IN ACCORDANCE WITH MANUFACTURER'SINSTRUCTIONS AND REVIEWED SUBMITTALS.• INSTALL MATERIALS AND SYSTEMS IN PROPER RELATION WITH ADJACENTCONSTRUCTION AND WITH UNIFORM APPEARANCE.• THE GENERAL CONTRACTOR WILL BE REQUIRED TO COORDINATE WITH OWNER FOROWNER FURNISHED ITEMS AND EQUIPMENT AS APPLICABLE.• THE GENERAL CONTRACTOR WILL BE REQUIRED TO PROVIDE A FINAL PUNCHLIST TOTHE ARCHITECT FOR REVIEW AND COMMENTARY PRIOR TO SUBSTANTIAL COMPLETION.• PROTECT THE EXISTING BUILDING AND SITE TO REMAIN. REPAIR/ REPLACE ANYSURFACES OR ITEMS THAT ARE DAMAGED DURING CONSTRUCTION.• BROOM SWEEP AND REMOVE DEBRIS FROM THE SITE ON A DAILY BASIS.• THE CONTRACTORS SHALL CAREFULLY EXAMINE THE CONTRACT DOCUMENTS AND THECONSTRUCTION SITE TO OBTAIN FIRST HAND KNOWLEDGE OF THE EXISTINGCONDITIONS. NO EXTRA WILL BE ALLOWED FOR WORK THAT COULD HAVE BEENDETERMINED BY EXAMINING THE SITE AND DOCUMENTS.• THE CONTRACTORS SHALL BE RESPONSIBLE FOR VERIFYING ALL DIMENSIONS AT THESITE. ALL EXISTING CONDITIONS SHALL BE VERIFIED BY FIELD MEASUREMENT PRIOR TOCONSTRUCTION, FABRICATION OR INSTALLATION.• THE CONTRACTORS SHALL NOTIFY THE ARCHITECT OF ANY DISCREPANCIES BETWEENFIELD OBSERVATION AND CONTRACT DOCUMENTS.• ALL DETAILS AND SECTIONS SHOWN ON THE DRAWINGS ARE INTENDED TO BE TYPICALAND SHALL BE CONSTRUED TO APPLY TO SIMILAR SITUATIONS ON THE PROJECTUNLESS A DIFFERENT DETAIL OR SECTION IS SHOWN.• THE CONTRACTOR AND THEIR SUB CONTRATOR SHALL COORDINATE ALL ASPECTS OFTHE WORK. EACH CONTRACTOR AND SUB CONTRACTOR SHALL COORDINATE HIS WORKWITH THE WORK OF OTHER TRADES. NO EXTRA WILL BE ALLOWED DUE TO LACK OFPROJECT COORDINATION.• G.C. TO PROVIDE AND INSTALL UL CERTIFIED FIRE CAULKING OR FOAM AT ALL FIRERATED PENETRATIONS AND ASSEMBLIES AS REQUIRED.1/4" = 1'-0"1FLOOR PLANWALL LEGENDNOTE:ALL DIMENSIONS TAKEN TO FINISHED SURFACES UNLESS OTHERWISE NOTED.LIGHTING FIXTURE SCHEDULEQTY. TAGDESCRIPTIONMANUFACTURER MODEL #COMMENTS10 F4.1 WALL SCONCE W/ WATERPROOF HOUSING TBDPROVIDED AND INSTALLED BY G.C. G.C. TO PROVIDE $200 ALLOWANCE PER FIXTURE1 F4.3 BARBER POLE LIGHTWILLIAM MARVY COMPANYMODEL 55 PROVIDED AND INSTALLED BY G.C.3 F4.4 WALL SCONCE W/ WATERPROOF HOUSING TBDPROVIDED AND INSTALLED BY G.C. G.C. TO PROVIDE $200 ALLOWANCE PER FIXTURE2 F4.5 WALL SCONCE W/ WATERPROOF HOUSING TBDPROVIDED AND INSTALLED BY G.C. G.C. TO PROVIDE $200 ALLOWANCE PER FIXTUREGENERAL ELECTRICAL NOTES• THE CONTRACTOR SHALL PROVIDE ALL LABOR AND MATERIAL NECESSARY FOR ACOMPLETE AND FUNCTIONAL ELECTRICAL SYSTEM• MATERIALS AND INSTALLATION SHALL COMPLY WITH ALL CODES, LAWS ANDORDINANCES OF FEDERAL, STATE, AND LOCAL GOVERNING BODIES HAVINGJURISDICTION.• MATERIALS AND EQUIPMENT SHALL BE LISTED AND/OR LABELED BY U.L., ETL, CSA, ORANOTHER RECOGNIZED TESTING LAB.• THE CONTRACTOR SHALL SECURE AND PAY FOR ALL PERMITS, GOVERNMENTAL FEESAND LICENSES NECESSARY FOR THE PROPER EXECUTION AND COMPLETION OF THEELECTRICAL WORK.• THE CONTRACTOR SHALL NOTIFY THE ARCHITECT/ENGINEER OF ANY MATERIALS ORAPPARATUS BELIEVED TO BE INADEQUATE, UNSUITABLE, IN VIOLATION OF LAWS,ORDINANCES, RULES OR REGULATIONS OF AUTHORITIES HAVING JURISDICTION.• THE CONTRACTOR SHALL CAREFULLY EXAMINE THE CONTRACT DOCUMENTS, VISIT THESITE, AND BECOME FAMILIAR WITH THE BUILDING STANDARDS AND LOCAL CONDITIONSRELATING TO THE WORK. FAILURE TO DO SO WILL NOT RELIEVE THE CONTRACTOR OFTHE OBLIGATIONS OF THE CONTRACT.• ALL MATERIALS AND EQUIPMENT SHALL BE ERECTED, INSTALLED, CONNECTED,CLEANED, ADJUSTED, TESTED, CONDITIONED, AND PLACED IN SERVICE INACCORDANCE WITH THE MANUFACTURER'S DIRECTIONS AND RECOMMENDATIONS.• REFER TO ARCHITECTURAL DRAWINGS FOR EXACT LOCATIONS AND MOUNTING HEIGHTSOF ELECTRICAL EQUIPMENT. VERIFY LAYOUT WITH ARCHITECT PRIOR TO INSTALLATION.• ALL MATERIAL, EQUIPMENT, WIRING DEVICES, ETC. SHALL BE NEW AND PERSPECIFICATION.• ALL RECESSED LIGHT FIXTURES IN CONTACT WITH INSULATION SHALL BE RATED FORSUCH AN INSTALLATION.• THE CONTRACTOR SHALL VERIFY THE CEILING TYPE BEFORE ORDERING LIGHTINGFIXTURES. EQUIP ALL LIGHTING FIXTURES WITH NEW LAMPS AT THE COMPLETION OFCONSTRUCTION PER MANUFACTURER'S RECOMMENDATIONS• THE CONTRACTOR SHALL SUBMIT THE COMPLETED LOAD DATA SHEET AND PANELSCHEDULE FOR APPROVAL, ALONG WITH OTHER REQUIRED DOCUMENTATION.ELECTRICAL LEGENDNo.DescriptionDate1 ISSUED FOR BID & PERMIT 06/29/18NOTE: G.C. TO INSTALL DUSK TO DAWN PHOTOCELL SENSOR FOR ALL EXTERIOR LIGHTING UNLESS OTHERWISE NOTED.103 of 208 11B/ AWNING8' - 10"210010134452267777489102010111111V.I.F.2' - 0"V.I.F.7' - 10"V.I.F.2' - 0"V.I.F.7' - 10"1818191919TTT8B/ AWNING8' - 10"123477891010101011V.I.F.2' - 0"V.I.F.7' - 10"TTRANSLUSCENT GLAZINGOPAQUE UPPER PANELSOPAQUE UPPER PANELSOPAQUE UPPER PANELSOPAQUE UPPER PANELSB/ AWNING7' - 10"B/ BARBER POLE10' - 4"1031041051061071081091A3.012481010108888111111111112412412124124131415151515151515151516V.I.F.1' - 3"V.I.F.8' - 2"V.I.F.9' - 8 1/2"V.I.F.1' - 1 1/4"V.I.F.8' - 6 3/4"V.I.F.1' - 2 1/2"V.I.F.8' - 5 3/4"V.I.F.1' - 0 1/4"V.I.F.7' - 11 3/4"V.I.F.1' - 2"V.I.F.7' - 10 1/2"17TTTTTTTTTTTTTTTT2222222223TTTT102123477892110T21Project Numbers t u d i o t a l o a r c h i t e c t u r e i n c1234 sherman ave. ste 202 evanston il 60202 t 847.733.7300 www.studiotalo.comSTUDIO TALO ARCHITECTURE INC. EXPRESSLY RESERVES ITS COMMON LAW COPYRIGHT AND OTHER PROPERTY RIGHTS FOR ANY DRAWINGS PRODUCED FOR THIS PROJECT. NO DRAWINGS ARE TO BE REPRODUCED, ALTERED OR COPIED IN ANY FORM OR MANNER WHATSOEVER, NOR ARE THEY TO BE ASSIGNED TO ANY THIRD PARTY WITHOUT FIRST OBTAINING EXPRESSED WRITTEN PERMISSION AND CONSENT OF STUDIO TALO ARCHITECTURE INC. ANY PUBLISHED PHOTOGRAPHS OF THIS PROJECT SHOULD CREDIT STUDIO TALO ARCHITECTURE INC. AS ITS SOLE DESIGNER.NOTE: THESE DRAWINGS MAY HAVE BEEN REPRODUCED AT A SIZE DIFFERENT FROM THE ONE ORIGINALLY NOTED. OWNER AND ARCHITECT ASSUME NO RESPONSIBILITY FOR USE OF INCORRECT SCALED INFORMATION. CONTRACTOR SHALL VERIFY ALL EXISTING CONDITIONS PRIOR TO PROCEEDING WITH CONSTRUCTION AND IMMEDIATELY NOTIFY ARCHITECT OF ANY DISCREPANCIES OR CONFLICTS.THESE DRAWINGS WERE PREPARED UNDER THE SUPERVISION OF A REGISTERED ARCHITECT AND TO THE BEST OF MY KNOWLEDGE CONFORM TO THE CODES AND ORDINANCES OF THE NOT FOR CONSTRUCTIONstudio talo architecture © 2018REGISTERED ILLINOIS ARCHITECT NO. 001-018253A2.0EXTERIORELEVATIONSCHURCH ANDDODGE FACADERENOVATION18131901-1903 CHURCHSTREET1700-1708 DODGEAVENUEEVANSTON, IL 60201CITY OF EVANSTON1/4" = 1'-0"1SOUTH ELEVATION0'2'4'16'8'1/4" = 1'-0"ELEVATION KEY NOTES13 G.C. TO INSTALL NEW 30 YEAR ARCHITECTURAL SHINGLES OVER GRACE ICE AND WATERAT EXISTING SLOPED ROOF WITH NEW PREFINISHED ALUMINUM FLASHINGS AND FASCIA.G.C. TO INSTALL NEW BATT INSULATION AND 5/8" PAINTED DRYWALL AT JOISTS BELOW.14 G.C. TO EXTEND EXISTING MASONRY WALL TO FACE OF ADJACENT EXTERIOR BRICKWALLS AND TO BOTTOM OF NEW DRYWALL CEILING. G.C. TO INSTALL NEW PRE-FINISHEDALUMINUM CAP OVER END OF EXTENDED MASONRY WALL TO MATCH NEW STOREFRONTFRAMING.15 G.C. TO TUCKPOINT ENTIRE FRONT FACADE.16 G.C. TO PRESSURE WASH AND CLEAN EXISTING LIMESTONE COPING TO REMAIN. G.C. TOCAULK HEAD JOINTS, COLOR TO BE APPROVED BY ARCHITECT.17 EXISTING GAS PIPING TO REMAIN.18 G.C. TO INSTALL NEW WALL SCONCE ON EXISTING J-BOX W/ NEW DUSK TO DAWNSENSOR.19 NEW OPERABLE AWNING WINDOW W/ INSECT SCREEN AT INTERIOR.20 G.C. TO POWERWASH BRICK TO REMOVE PAINT FROM EXISTING BRICK BELOW WINDOWSILL. G.C. TO TUCKPOINT, PREP AND STAIN TO MATCH EXISTING ADJACENT BRICK.BRICK STAINING BY NAWKAW. G.C. TO PROVIDE ALTERNATE PRICE TO REPLACEEXISTING PAINTED BRICK W/ NEW.21 G.C. TO TUCKPOINT AND REPLACED DAMAGED BRICK BELOW EXISTING SILL. NEW BRICKAND MORTAR TO MATCH EXISTING.22 UPPER PANELS TO BE CITADEL GLAZEGUARD 1000 INSULATED SPANDREL PANELS ORAPPROVED EQUAL W/ CLEAR ANODIZED ALUMINUM FINISH TO MATCH NEW STOREFRONTFRAME. INSTALL PANELS FLUSH W/ EXTERIOR FACE OF STOREFRONT. G.C. TO PROVIDECOLOR SAMPLES PRIOR TO ORDERING. INSTALL PER MANUFACTURER SPECIFICATIONS.23 DOORS, UPPER PANELS AND SIDELITES TO BE INSULATED TRANSLUCENT GLAZING.COLOR TBD. G.C. TO PROVIDE COLOR SAMPLES PRIOR TO ORDERING. INSTALL PERMANUFACTURER SPECIFICATIONS.ELEVATION KEY NOTES1 NEW 44" TALL BY 36" DEEP DARK COLORED ACRYLIC FABRIC AWNING W/ ALUMINUMFRAME AND PRINTED GRAPHICS UNDER SEPARATE PERMIT. AWNING TO EXTEND PASTSTOREFRONT 1'-0" EA. END. G.C. TO INCLUDE PRICING FOR AWNING, INSTALLATION,SIGNAGE AND PERMIT. G.C. TO PROVIDE AWNING MATERIAL SAMPLES AND SHOPDRAWINGS FOR ARCHITECT'S APPROVAL PRIOR TO ORDERING.2 NEW 1.75" X 4.5" CLEAR ANODIZED ALUMINUM STOREFRONT WITH CENTERED INSULATEDGLAZING. STOREFRONT STYSTEM TO HAVE MIN. U FACTOR OF .38 FOR FIXED PANELS, .45FOR OPERABLE AND .77 FOR DOORS. G.C. TO PROVIDE STOREFRONT GLASS AND FRAMESAMPLES AND SHOP DRAWINGS FOR ARCHITECT'S APPROVAL PRIOR TO ORDERING.INSTALL PER MANUFACTURER INSTRUCTIONS.3 EXISTING WALL SCONCES TO REMAIN.4 G.C. TO PROVIDE AND INSTALL NEW WALL SCONCE. G.C. TO ROUTE CONDUIT ONINTERIOR AND CAULK NEW WALL OR SPANDREL PENETRATION BOTH SIDES FORWEATHERTIGHT SEAL. ARCHITECT TO APPROVE CAULK COLOR.5 G.C. TO PROVIDE ALTERNATE PRICING TO PROVIDE AND INSTALL NEW WALL SCONCE.G.C. TO MOUNT TO EXISTING LIMESTONE SILL AND CAULK ALL NEW WALL PENETRATIONBOTH SIDES.6 G.C. TO SCRAPE AND PAINT EXISTING COLUMN.7 G.C. TO REPLACE EXISTING LIMESTONE W/ NEW OF SAME DIMENSIONS.8 G.C. TO REPLACE EXISTING LIMESTONE SILLS W/ NEW 2 1/4" THICK LIMESTONE SILLS.9 G.C. TO VERIFY CONDITION OF EXISTING COLUMNS AND BEARING PRIOR TO INSTALLINGNEW STOREFRONT. G.C. TO NOTIFY ARCHITECT OF ANY PROBLEMS IMMEDIATELY.10 G.C. TO TUCKPOINT EXISTING FRONT FACADE UP TO BOTTOM OF 2ND FLOOR LIMESTONEWINDOW SILL. MORTAR TO MATCH EXISTING11 G.C. TO CLEAN, SCRAPE AND PAINT EXISTING STEEL LINTELS TO REMAIN PRIOR TOSTOREFRONT INSTALLATION.12 NEW BARBER POLE LIGHT. SEE PLAN FOR SPECIFICATIONS.1/4" = 1'-0"3EAST ELEVATION1/4" = 1'-0"4EAST ELEVATION (CONTINUED)1/4" = 1'-0"2SOUTHEAST ELEVATIONT= TEMPERED GLAZINGNo.DescriptionDate1 ISSUED FOR BID & PERMIT 06/29/18104 of 208 TYPE 2KAWNEER 350 MEDIUM STYLE CLEAR ANODIZED ALUMINUM ENTRY DOOR (OR APPROVED EQUAL) WITH TRANSLUCENT INSULATED GLAZING, COLOR TBD.MIN. .77 U FACTORTYPE 1KAWNEER 350 MEDIUM STYLE CLEAR ANODIZED ALUMINUM ENTRY DOOR (OR APPROVED EQUAL) WITH TEMPERED GLASSMIN. .77 U FACTORFINISHED FLOOR0' -0"NEW 30 YEAR ARCHITECTURAL SHINGLES OVER GRACE ICE AND WATER OVER EXISTING ROOF SHEATHING. G.C. TO WRAP GRACE ICE AND WATER UP EXISTING FRAME WALL BEHIND EXISTING WEATHER BARRIER AND SIDING.G.C. TO FILL EXISTING ROOF JOIST CAVITY W/ BATT INSULATION AND COVER W/ PAINTED 5/8" DRYWALL.NEW PRE-FINISHED ALUMINUM STEP FLASHING AT MASONRY TO ROOF TRANSITION. ALIGN FLASHING W/ HORIZONTAL MORTAR JOINTS.NEW PRE-FINISHED ALUMINUM FLASHING TO EXTEND BEHIND EXISTING SIDING AT WALL TO ROOF TRANSITION.NEW 4X4X1/2 STEEL HOLLOW TUBE TACK WELDED TO (1) 4X4X5/16 ANGLE EACH END AND ON BEARING PLATE AT CENTER WALL. WRAP W/ 5/8" GYP. BD. SEE DETAIL 2/A3.0.NEW 1 3/4" X 4 1/2" CLEAR ANODIZED ALUMINUM STOREFRONT W/ INSULATED GLAZING. G.C. TO PROVIDE AND INSTALL SEALANT AT GLAZING PERIMETER TO MATCH ADJACENT WALL.G.C. TO TOOTH IN NEW CMU MASONRY TO EXTEND EXISTING MASONRY WALL TO NEW DRYWALL CEILING AND TO ALIGN W/ FACE OF EXISTING BRICK WALL BEYOND. G.C. TO PROVIDE AND INSTALL NEW PRE-FINISHED ALUMINUM CAP TO MATCH STOREFRONT AT EXPOSED EDGE OF WALL AT EXTERIOR.AWNING BEYOND.EXISTING BEAMS AND ROOF FRAMING TO REMAIN.EXISTING WALL TO REMAIN.V.I.F.+/- 9' - 8 1/2"EXISTING SWITCH TO REMAINA3.03SIM.INSTALL SHIMS (AS REQUIRED), FOAM BACKER ROD AND SEALANT AT PERIMETER OF STOREFRONT FRAME. INSTALL STOREFRONT PER MANUFACTURER INSTRUCTIONS.HARDWARE TYPE 1 (ENTRANCE DOOR W/ DEADLOCK)(1) CLOSER; ALUMINUM S. PARKER MODEL 441BC (NO HOLD OPEN)(1) KAWNEER STANDARD "ARCHITECTS CLASSIC" PUSH BAR SET W/ #14 CLEAR ANODIZED FINISH G.C. TO VERIFY DOOR SIZE FOR PUSH BAR (36", 42", 48" , ETC.)(1) ADAMS RITE MS-1850 DEADLOCK W/ (1) KAWNEER KEYED LOCK CYLINDER AND (1) CYLINDER GUARD AT EXTERIOR AND (1) THUMBTURN CYLINDER AT INTEROR(1) KAWNEER CONTINUOUS GEARED HINGE W/ #14 CLEAR ANODIZED FINISH(1) ADA APPROVED ALUM. THRESHOLD, WEATHERSTRIPPING & SWEEP(1) ROCKWOOD 442 HIGH DOME STOP -G.C. TO VERIFY W/ ARCHITECT PRIOR TO ORDERINGHARDWARE TYPE 2 (ENTRANCE DOOR W/ DEAD LATCH)(1) CLOSER; ALUMINUM S. PARKER MODEL 441BC (NO HOLD OPEN)(1) KAWNEER STANDARD "ARCHITECTS CLASSIC" PUSH BAR SET W/ #14 CLEAR ANODIZED FINISH G.C. TO VERIFY DOOR SIZE FOR PUSH BAR (36", 42", 48" , ETC.)(1) ADAMS RITE 4510 DEAD LATCH W/ (1) KAWNEER KEYED LOCK CYLINDER AND (1) CYLINDER GUARD AT EXTERIOR AND (1) #4550 LATCH PADDLE AT INTEROR(1) KAWNEER CONTINUOUS GEARED HINGE W/ #14 CLEAR ANODIZED FINISH(1) ADA APPROVED ALUM. THRESHOLD, WEATHERSTRIPPING & SWEEP(1) ROCKWOOD 442 HIGH DOME STOP -G.C. TO VERIFY W/ ARCHITECT PRIOR TO ORDERING(2) 1/2" DIA. X 6 1/2" GALV. ASTM A307 RODS STAGGERED. DRILL AND EMBED 3 1/2" MIN. SET IN HILTI HIT-HY70 ADHESIVE.4" X 4" X 1/4" STEEL TUBE TACK WELDED EA. SIDE TO STEEL ANGLE.EXISTING BRICK WALL TO REMAIN.NOTCH EXISTING JOIST AS REQUIRED.5/8" GYP. BD. TO WRAP STEEL TUBE. PROVIDE BLOCKING AS REQUIRED FOR STOREFRONT AND DRYWALL INSTALLATION. INSTALL 2X AT INTERIOR FACE OF STEEL USING SIMPSON STRONG DRIVE SCREWS. ATTACH SIMPSON H2.5A TIE AT EACH ROOF RAFTER TO BEAM CONNECTION.WRAP PRE-FINISHED ALUMINUM FLASHING UNDER BULK HEAD AND EXTEND OVER NEW STOREFRONT FRAME.INSTALL FOAM BACKER ROD AND SEALANT AT PERIMETER OF STOREFRONT FRAME. INSTALL STOREFRONT PER MANUFACTURER INSTRUCTIONS.PRE-FINISHED ALUMINUM FLASHINGS AND FASCIA. OVERLAP FOR POSITIVE DRAINAGE.SHINGLE ROOFING W/ STEP FLASHING AT MASONRY WALL BEYOND.4" X 4" X 5/16" STEEL ANGLE BEYONDNEW STOREFRONT GLAZING3A3.0(2) 1/2" DIA. X 6 1/2" GALV. ASTM A307 RODS STAGGERED. DRILL AND EMBED 3 1/2" MIN. SET IN HILTI HIT-HY70 ADHESIVE.4" X 4" X 1/4" STEEL TUBE TACK WELDED EA. SIDE TO 4" X 4" X 1/4" STEEL ANGLE.EXISTING BRICK WALL TO REMAIN.Project Numbers t u d i o t a l o a r c h i t e c t u r e i n c1234 sherman ave. ste 202 evanston il 60202 t 847.733.7300 www.studiotalo.comSTUDIO TALO ARCHITECTURE INC. EXPRESSLY RESERVES ITS COMMON LAW COPYRIGHT AND OTHER PROPERTY RIGHTS FOR ANY DRAWINGS PRODUCED FOR THIS PROJECT. NO DRAWINGS ARE TO BE REPRODUCED, ALTERED OR COPIED IN ANY FORM OR MANNER WHATSOEVER, NOR ARE THEY TO BE ASSIGNED TO ANY THIRD PARTY WITHOUT FIRST OBTAINING EXPRESSED WRITTEN PERMISSION AND CONSENT OF STUDIO TALO ARCHITECTURE INC. ANY PUBLISHED PHOTOGRAPHS OF THIS PROJECT SHOULD CREDIT STUDIO TALO ARCHITECTURE INC. AS ITS SOLE DESIGNER.NOTE: THESE DRAWINGS MAY HAVE BEEN REPRODUCED AT A SIZE DIFFERENT FROM THE ONE ORIGINALLY NOTED. OWNER AND ARCHITECT ASSUME NO RESPONSIBILITY FOR USE OF INCORRECT SCALED INFORMATION. CONTRACTOR SHALL VERIFY ALL EXISTING CONDITIONS PRIOR TO PROCEEDING WITH CONSTRUCTION AND IMMEDIATELY NOTIFY ARCHITECT OF ANY DISCREPANCIES OR CONFLICTS.THESE DRAWINGS WERE PREPARED UNDER THE SUPERVISION OF A REGISTERED ARCHITECT AND TO THE BEST OF MY KNOWLEDGE CONFORM TO THE CODES AND ORDINANCES OF THE NOT FOR CONSTRUCTIONstudio talo architecture © 2018REGISTERED ILLINOIS ARCHITECT NO. 001-018253A3.0DETAILS, SECTIONS &SCHEDULESCHURCH ANDDODGE FACADERENOVATION18131901-1903 CHURCHSTREET1700-1708 DODGEAVENUEEVANSTON, IL 60201CITY OF EVANSTONDOOR SCHEDULEDOORNO.MANUFACTURERMODELPANELMATERIALHARDWARETYPESIZESIZETHICKNESSDOORTYPECOMMENTSWIDTHHGHT.100 KAWNEER OR APPROVED EQUAL 350 SWING 1" INSULATEDGLAZINGCLEAR ANODIZED ALUMINUM 1 3' - 113/16"7' - 0" 0' - 1 3/4" 1 PROVIDED AND INSTALLED BY G.C. VERIFY EXISTINGOPENING IN FIELD PRIOR TO ORDERING.101 KAWNEER OR APPROVED EQUAL 350 SWING 1" INSULATEDGLAZINGCLEAR ANODIZED ALUMINUM 2 3' - 0" 7' - 0" 0' - 1 3/4" 2 PROVIDED AND INSTALLED BY G.C. VERIFY EXISTINGOPENING IN FIELD PRIOR TO ORDERING.102 KAWNEER OR APPROVED EQUAL 350 SWING 1" INSULATEDGLAZINGCLEAR ANODIZED ALUMINUM 1 3' - 05/16"7' - 0" 0' - 1 3/4" 1 PROVIDED AND INSTALLED BY G.C. VERIFY EXISTINGOPENING IN FIELD PRIOR TO ORDERING.103 KAWNEER OR APPROVED EQUAL 350 SWING 1" INSULATEDGLAZINGCLEAR ANODIZED ALUMINUM 1 3' - 6" 7' - 0" 0' - 1 3/4" 1 PROVIDED AND INSTALLED BY G.C. VERIFY EXISTINGOPENING IN FIELD PRIOR TO ORDERING.104 KAWNEER OR APPROVED EQUAL 350 SWING 1" INSULATEDTRANSCLUCENTGLAZINGCLEAR ANODIZED ALUMINUM 1 3' - 0" 7' - 0" 0' - 1 3/4" 2 PROVIDED AND INSTALLED BY G.C. VERIFY EXISTINGOPENING IN FIELD PRIOR TO ORDERING.105 KAWNEER OR APPROVED EQUAL 350 SWING 1" INSULATEDTRANSCLUCENTGLAZINGCLEAR ANODIZED ALUMINUM 23' - 0" 7' - 0" 0' - 1 3/4" 2 PROVIDED AND INSTALLED BY G.C. VERIFY EXISTINGOPENING IN FIELD PRIOR TO ORDERING.106 KAWNEER OR APPROVED EQUAL 350 SWING 1" INSULATEDGLAZINGCLEAR ANODIZED ALUMINUM 13' - 0" 7' - 0" 0' - 1 3/4" 1 PROVIDED AND INSTALLED BY G.C. VERIFY EXISTINGOPENING IN FIELD PRIOR TO ORDERING.107 KAWNEER OR APPROVED EQUAL 350 SWING 1" INSULATEDGLAZINGCLEAR ANODIZED ALUMINUM 13' - 0" 7' - 0" 0' - 1 3/4" 1 PROVIDED AND INSTALLED BY G.C. VERIFY EXISTINGOPENING IN FIELD PRIOR TO ORDERING.108 KAWNEER OR APPROVED EQUAL 350 SWING 1" INSULATEDGLAZINGCLEAR ANODIZED ALUMINUM 13' - 0" 7' - 0" 0' - 1 3/4" 1 PROVIDED AND INSTALLED BY G.C. VERIFY EXISTINGOPENING IN FIELD PRIOR TO ORDERING.109 KAWNEER OR APPROVED EQUAL 350 SWING 1" INSULATEDGLAZINGCLEAR ANODIZED ALUMINUM 13' - 0" 7' - 0" 0' - 1 3/4" 1 PROVIDED AND INSTALLED BY G.C. VERIFY EXISTINGOPENING IN FIELD PRIOR TO ORDERING.1 EXIT DOORS MUST OPEN WITHOUT THE USE OF A KEY OR SPECIAL KNOWLEDGE2 HINGES TO MATCH LEVER/KNOB FINISH3 FIELD VERIFY ROUGH OPENINGS PRIOR TO ORDERING.DOOR TYPESPROVIDE TEMPERED GLAZING IN ALL HAZARDOUS LOCATIONS. HAZARDOUS LOCATIONS INCLUDE BUT NOT LIMITED TO:-ANY GLAZED PANEL MORE THAN 18" IN WIDTH IMMEDIATELY ADJACENT TO ANY DOOR WITH A SILL LESS THAN 60" A.F.F.-ANY GLAZING GREATER THAN 9 SF WITH SILL LESS THAN 18" AND HEAD GREATER THAN 36" A.F.F. WITH AN ADJACENT WALKING SURFACE WITHIN 3' HORIZONTALLY FROM THE PLANE OF GLASS.-ALL SKYLIGHTS-ANY GLAZING IN BATHTUB OR SHOWER ENCLOSURES INCLUDING ANY SHOWER DOORS1/2" = 1'-0"1WALL SECTION @ RESIDENTIAL ENTRYG.C. TO KEY ALL DOORS AS FOLLOWS:-KEY ALL EXTERIOR DOORS SEPARATELY-PROVIDE 2 SETS OF KEYS FOR EACH ENTRY DOORDOOR HARDWARE TYPES1 1/2" = 1'-0"3STEEL ANGLE SUPPORT DETAILSECTION1 1/2" = 1'-0"2TYP. STEEL ANGLE SUPPORT DETAILNo.DescriptionDate1 ISSUED FOR BID & PERMIT 06/29/18105 of 208 O/OOWNER PROVIDED / OWNER INSTALLEDT&GTONGUE AND GROOVEA.F.F.ABOVE FINISHED FLOORGALV.GALVANIZEDADJ.ADJUSTABLEE.J.EXPANSION JOINTSIM.SIMILARU.N.O.UNLESS NOTED OTHERWISETYP.TYPICALOPPOSITE HANDO.H.O/COWNER PROVIDED / CONTRACTOR INSTALLEDM.O. MASONRY OPENINGTHE ARCHITECT AND HIS CONSULTANTS DO NOT WARRANT OR GUARANTEE THE ACCURACY AND COMPLETENESS OF THE WORK PRODUCT THEREIN BEYOND A REASONABLE DILIGENCE. IF ANY MISTAKES, OMISSIONS, OR DISCREPANCIES ARE FOUND TO EXIST WITHIN THE WORK PRODUCT, THE ARCHITECT SHALL BE PROMPTLY NOTIFIED SO THAT THEY MAY HAVE THE OPPORTUNITY TO TAKE WHATEVER STEPS NECESSARY TO RESOLVE THEM. FAILURE TO PROMPTLY NOTIFY THE ARCHITECT OF SUCH CONDITIONS SHALL ABSOLVE THE ARCHITECT FROM ANY RESPONSIBILITY FOR THE CONSEQUENCES OF SUCH FAILURE. ACTIONS TAKEN WITHOUT THE KNOWLEDGE AND CONSENT OF THE ARCHITECT, OR IN CONTRADICTION TO THE ARCHITECT'S WORK PRODUCT OR RECOMMENDATION, SHALL BECOME THE RESPONSIBILITY NOT OF THE ARCHITECT, BUT OF THE PARTIES RESPONSIBLE FOR TAKING SUCH ACTIONS.LIMITATION OF WARRANTY OF ARCHITECT'S PRODUCTN.T.S.1623 SIMPSON STREETASHLAND AVENUESIMPSON STREETOWNER ARCHITECTCOLLIN JAMES1604 DARROW AVENUEEVANSTON, IL 60201847.401.3643STUDIO TALO ARCHITECTURE1234 SHERMAN AVE. STE 202EVANSTON, IL 60202847.733.7300CONTRACTORPARALLEL DESIGN BUILD1234 SHERMAN AVE. STE 202EVANSTON, IL 60202SCOTT PRESTANGEN847.801.9260OPEN DECK215-S12SECTION DETAILSHEET NUMBERINTERIOR ELEVATION SHEET NUMBERKEYNOTEPARTITION TAGSPOT ELEVATIONSREVISION BUBBLE AND TAGDOOR LOCATIONROOM NAME & NUMBERPLAN DETAILSHEET NUMBERNEW WALL /ALTERED CONSTRUCTION-SEE PARTITION SCHEDULEEXISTING WALL TO BE REMOVEDEXISTING WALL TO REMAINA3.12O.H.SIM.A3.120.00"1.115DOOR TAGPWINDOW TAGA3.1 41SYMBOLS / LEGENDEXTERIOR ELEVATIONSHEET NUMBERGWBMATERIAL TAGWC-1FIXTURE/ EQUIPMENT TAG23A3.12AN EXTERIOR FACADE RENOVATION TO EXISTING RETAIL STOREFRONTS INCLUDING NEW STOREFRONT GLAZING AND ELECTRICAL WORK.AWNINGS AND SIGNAGE TO BE SUBMITTED UNDER SEPARATE PERMIT.Project Numbers t u d i o t a l o a r c h i t e c t u r e i n c1234 sherman ave. ste 202 evanston il 60202 t 847.733.7300 www.studiotalo.comSTUDIO TALO ARCHITECTURE INC. EXPRESSLY RESERVES ITS COMMON LAW COPYRIGHT AND OTHER PROPERTY RIGHTS FOR ANY DRAWINGS PRODUCED FOR THIS PROJECT. NO DRAWINGS ARE TO BE REPRODUCED, ALTERED OR COPIED IN ANY FORM OR MANNER WHATSOEVER, NOR ARE THEY TO BE ASSIGNED TO ANY THIRD PARTY WITHOUT FIRST OBTAINING EXPRESSED WRITTEN PERMISSION AND CONSENT OF STUDIO TALO ARCHITECTURE INC. ANY PUBLISHED PHOTOGRAPHS OF THIS PROJECT SHOULD CREDIT STUDIO TALO ARCHITECTURE INC. AS ITS SOLE DESIGNER.NOTE: THESE DRAWINGS MAY HAVE BEEN REPRODUCED AT A SIZE DIFFERENT FROM THE ONE ORIGINALLY NOTED. OWNER AND ARCHITECT ASSUME NO RESPONSIBILITY FOR USE OF INCORRECT SCALED INFORMATION. CONTRACTOR SHALL VERIFY ALL EXISTING CONDITIONS PRIOR TO PROCEEDING WITH CONSTRUCTION AND IMMEDIATELY NOTIFY ARCHITECT OF ANY DISCREPANCIES OR CONFLICTS.THESE DRAWINGS WERE PREPARED UNDER THE SUPERVISION OF A REGISTERED ARCHITECT AND TO THE BEST OF MY KNOWLEDGE CONFORM TO THE CODES AND ORDINANCES OF THE NOT FOR CONSTRUCTIONstudio talo architecture © 2018REGISTERED ILLINOIS ARCHITECT NO. 001-018253A0.0TITLE PAGE & NOTESSIMPSONFACADERENOVATION18141623 SIMPSONSTREETEVANSTON, IL 60201CITY OF EVANSTONSIMPSON FACADERENOVATION1623 SIMPSON STREETEVANSTON, IL 60201A0.0 TITLE PAGE & NOTESA1.0 DEMO AND FLOOR PLANA2.0 EXTERIOR ELEVATION, SCHEDULES AND DETAILS.SYMBOLSPROJECT CONTACTSPROJECT LOCATION MAPSHEET INDEXTYPICAL ABBREVIATIONSGENERAL CODE NOTESGENERAL PROJECT NOTESPROJECT DESCRIPTION• ALL WORK SHALL CONFORM TO APPLICABLE STATE AND LOCAL CODESAND ORDINANCES AS SET FORTH IN THE GENERAL CONDITIONS OFTHE CONTRACT.• THE CONTRACTOR SHALL VISIT THE SITE AND FAMILIARIZE HIMSELF/HERSELF WITH EXISTING CONDITIONS PRIOR TO SUBMITTING APROPOSAL.• THE GENERAL CONTRACTOR SHALL CHECK AND VERIFY ALLMEASUREMENTS IN THE FIELD AND REPORT ANY DISCREPANCIES TOTHE ARCHITECT BEFORE STARTING. IN THE CASE OF DISCREPANCIESBETWEEN THE CONTRACT DOCUMENTS, THE CONTRACTOR SHALLSECURE INSTRUCTIONS FROM THE ARCHITECT BEFORE PROCEEDINGWITH THE WORK AFFECTED BY OMISSIONS AND DISCREPANCIES. THECONTRACTOR SHALL ASSUME FULL RESPONSIBILITY FORPROCEEDING WITH SUCH WORK WITHOUT APPROVAL IF SUCH WORKRESULTS IN A CHANGE IN THE CONTRACT DOCUMENTS.• THE CONTRACTOR SHALL TAKE ANY AND ALL MEASUREMENTSNECESSARY TO VERIFY THE DRAWINGS AND PROPERLY LAY OUT THEMATERIALS AT THE JOB AND BE RESPONSIBLE FOR THE ACCURACY OFTHE SAME. EXCEPT AS OTHERWISE SPECIFICALLY AGREED, ALLMATERIALS SHALL BE NEW AND AS SPECIFIED. ANY SUBSTITUTEMATERIAL MUST FIRST BE APPROVED BY THE ARCHITECT. ANY MAJORDISCREPANCY AFFECTING THE LAYOUT OF THE WORK SHALL BECALLED TO THE ARCHITECT'S ATTENTION BY THE CONTRACTOR. NOWORK SHALL PROCEED UNTIL THE DISCREPANCY IS RECTIFIED.• DURING THE PERIOD OF CONSTRUCTION THE CONTRACTOR SHALLCARRY AND MAINTAIN INSURANCE. THE OWNER AND ARCHITECT SHALLBE NAMED AS "ADDITIONALLY INSURED" ON THE COMPREHENSIVEGENERAL LIABILITY POLICY OF THE GENERAL CONTRACTOR AND/ORSUBCONTRACTOR OF ANY TIER. THE GENERAL CONTRACTOR, WITHINTEN (10) DAYS AFTER NOTIFICATION OF ACCEPTANCE OF BID ANDPRIOR TO SIGNING A CONTRACT WITH THE OWNER, SHALL SUBMIT ACERTIFICATE OF INSURANCE COVERAGE.• THE GENERAL CHARACTER OF THE DETAILED WORK IS SHOWN ON THEDRAWINGS. ANY DETAILS SHALL BE WORKED OUT IN RELATION TOTHEIR LOCATION AND CONNECTION TO OTHER PARTS OF THE WORK.WHERE ON ANY DRAWINGS A PORTION OF THE WORK IS DRAWN OUT,ALL SIMILAR CONDITIONS SHOULD BE TREATED SIMILARLY UNLESSOTHERWISE NOTED.• THE RESPONSIBILITY FOR THE SAFE WORKING CONDITIONS AT THESITE SHALL BE THE CONTRACTOR'S, AND THE ARCHITECT AND OWNERSHALL NOT BE DEEMED TO HAVE ANY RESPONSIBILITY OF LIABILITY INCONNECTION THEREWITH. CONFORM TO ALL APPLICABLE OSHARULES AND REGULATIONS.• THE CONTRACTOR SHALL TAKE ALL NECESSARY PRECAUTIONS TOINSURE AGAINST FIRE DURING CONSTRUCTION AND BE RESPONSIBLETHAT THE AREA WITHIN CONTRACT LIMITS IS KEPT ORDERLY ANDCLEAN AND THAT COMBUSTIBLE RUBBISH IS PROMPTLY REMOVEDFROM THE SITE.• UNLESS AN ALLOWANCE IS INDICATED, THE CONTRACTOR SHALLPROVIDE AND INSTALL ALL MATERIALS AND PERFORM ALL SERVICES,SKILLED AND UNSKILLED, AS PART OF THE ACCEPTED BID.ALLOWANCES ARE FOR MATERIAL ONLY, BEFORE TAX, SHIPPING ANDHANDELING. ANY REMAINDER OF ALLOWANCE SHALL BE APPLIED TOANOTHER ITEM AS DETERMINED BY THE OWNER. ALLOWANCE DOESNOT INCLUDE INSTALLATION WHICH SHALL BE PERFORMED BY THECONTRACTOR.• THE CONTRACTOR WILL USE LICESED WORKERS ANDSUBCONTRACTORS AS REQUIRED• THE CONTRACTOR SHALL PERFORM ALL WORK AS INDICATED IN THECONTRACT DOCUMENTS. UPON COMPLETION, THE PROPERTY SHALLBE IN "MOVE IN " CONDITION. ALL TRASH AND CONSTRUCTION DEBRISSHALL BE REMOVED FROM THE SITE• ALL EXIT DOORS SHALL BE OPERABLE WITHOUT A KEY OR SPECIALKNOWLEDGE.• THE MANUAL PULL OR PUSH OF AN INTERIOR SWING DOOR SHALLNOT EXCEED 5LBF AND 8.5 LBF FOR EXTERIOR DOORS IN ORDER TOOPERATE THE DOOR.• WHERE REQUIRED, GLASS DOORS, PANELS & LITES SHALL BETEMPERED GLAZING• ALL INTERIOR WALL AND CEILING FINISHED SHALL HAVE A CLASS 1FLAME SPREAD RATING.ALL WORK SHALL CONFORM TO APPLICABLE STATE AND LOCAL CODES AND ORDINANCES INCLUDING BUT NOT LIMITED TO:-THE 2012 INTERNATIONAL BUILDING CODE -THE EVANSTON ZONING ORDINANCE-THE 2012 INTERNATIONAL PLUMBING CODE-THE 2012 STATE OF ILLINOIS PLUMBING CODE-THE 2012 INTERNATIONAL MECHANICAL CODE-THE 2012 INTERNATIONAL FUEL GAS CODE-THE 2012 NFPA LIFE SAFETY CODE 101-THE 2012 INTERNATIONAL FIRE CODE-THE 2011 NATIONAL ELECTRIC CODE, THE ILLINOIS ACCESSIBILITY CODE-THE 2010 DEPARTMENT OF JUSTICE ADA STANDARDS FOR ACCESSIBLE DESIGN-THE 2015 INTERNATIONAL ENERGY CONSERVATION CODE.PERSPECTIVE VIEWNo.DescriptionDate1 ISSUED FOR BID & PERMIT 06/29/18106 of 208 DNDNWPGFIDN1A2.0200F4.1F4.1F4.1F4.1201202EF4.4F4.4F4.4F4.4F4.4F4.4101011121251313131314913141212141415151515151513V.I.F.3' - 4 1/4"2' - 7 1/4"V.I.F.7' - 6 3/4"11 1/2"V.I.F.7' - 6 1/2"5' - 4 1/2"V.I.F.7' - 6 1/4"11 1/2"V.I.F.7' - 6 1/4"2' - 9 3/4"V.I.F.3' - 4 1/2"V.I.F.3' - 4 1/2"DEMOLISHEDEXISTINGNEWDUPLEX OUTLETGROUND FAULT CIRCUTWATER PROOF OUTLETSWITCHED OUTLETQUAD OUTLETWALL MTD/ SCONCECLG MTDPENDANTEXHAUST FAN /LIGHTSMOKE DETECTORSDCARBON MONOXIDE DETECTORCODIRECTIONAL CAN LIGHTREGULAR CAN LIGHTTHERMOSTATTFLOOR OUTLETCEILING OUTLETSWITCHED CEILING OUTLET3 WAY WALL SWITCHDIMMABLE WALL SWITCHFAN SWITCH (LUTRON MAESTRO)3DFMOTION SENSOR LIGHTMS4 WAY WALL SWITCH4DUPLEX OUTLET W/ USB OUTLETSUSBETHERNETCABLE/ TVPHONEEXISTINGE1123334456666798Project Numbers t u d i o t a l o a r c h i t e c t u r e i n c1234 sherman ave. ste 202 evanston il 60202 t 847.733.7300 www.studiotalo.comSTUDIO TALO ARCHITECTURE INC. EXPRESSLY RESERVES ITS COMMON LAW COPYRIGHT AND OTHER PROPERTY RIGHTS FOR ANY DRAWINGS PRODUCED FOR THIS PROJECT. NO DRAWINGS ARE TO BE REPRODUCED, ALTERED OR COPIED IN ANY FORM OR MANNER WHATSOEVER, NOR ARE THEY TO BE ASSIGNED TO ANY THIRD PARTY WITHOUT FIRST OBTAINING EXPRESSED WRITTEN PERMISSION AND CONSENT OF STUDIO TALO ARCHITECTURE INC. ANY PUBLISHED PHOTOGRAPHS OF THIS PROJECT SHOULD CREDIT STUDIO TALO ARCHITECTURE INC. AS ITS SOLE DESIGNER.NOTE: THESE DRAWINGS MAY HAVE BEEN REPRODUCED AT A SIZE DIFFERENT FROM THE ONE ORIGINALLY NOTED. OWNER AND ARCHITECT ASSUME NO RESPONSIBILITY FOR USE OF INCORRECT SCALED INFORMATION. CONTRACTOR SHALL VERIFY ALL EXISTING CONDITIONS PRIOR TO PROCEEDING WITH CONSTRUCTION AND IMMEDIATELY NOTIFY ARCHITECT OF ANY DISCREPANCIES OR CONFLICTS.THESE DRAWINGS WERE PREPARED UNDER THE SUPERVISION OF A REGISTERED ARCHITECT AND TO THE BEST OF MY KNOWLEDGE CONFORM TO THE CODES AND ORDINANCES OF THE NOT FOR CONSTRUCTIONstudio talo architecture © 2018REGISTERED ILLINOIS ARCHITECT NO. 001-018253A1.0DEMO AND FLOORPLANSIMPSONFACADERENOVATION18141623 SIMPSONSTREETEVANSTON, IL 60201CITY OF EVANSTONGENERAL FINISH NOTES• ALL INTERIOR FINISH AND TRIM MATERIALS SHALL MEET CLASS 1 FLAME SPREAD RATINGOF 0-25, AND A SMOKE DEVELOPED RATING OF LESS THEN 200 WHEN TESTED INACCORDANCE WITH ASTM E84.• PATCH ALL WALLS, CEILINGS, FLOORS AND OTHER SURFACES IN THE EXISTING BUILDINGAS REQUIRED AFTER REMOVAL OF INSTALLATION EQUIPMENT, PIPING, WIRING, WALLS,ETC. CONTRACTOR TO THROUGHLY EXAMINE ALL DRAWINGS AND EXISTINGCONDITIONS FOR PATCHING REQUIREMENTS• AT THE HEAD OF ALL DOORS, PROVIDE PARTITION CONSTRUCTION SIMILAR TOADJACENT PARTITIONS• CAULK BETWEEN ALL DISSIMILAR MATERIALS, ALUMINUM, PLASTIC, LAMINATE, GYPSUMBOARD, FINISH WOODS, ETC. WITH PAINTABLE SILICONE CAULK. CAULK COLOR TO BESELECTED BY ARCHITECT0'2'4'16'8'1/4" = 1'-0"GENERAL CONSTRUCTION NOTES• ALL MATERIALS, EQUIPMENT AND LABOR SHALL BE PROVIDED BY THECONTRACTOR UNLESS NOTED OTHERWISE.• WHERE SPECIFIC DIMENSIONS, DETAILS OR DESIGN INTENT CANNOT BEDETERMINED FROM THE DRAWINGS, CONSULT WITH THE ARCHITECTPRIOR TO PROCEEDING WITH THE WORK.• INSTALL MATERIALS AND SYSTEMS IN ACCORDANCE WITHMANUFACTURER'S INSTRUCTIONS AND REVIEWED SUBMITTALS.• INSTALL MATERIALS AND SYSTEMS IN PROPER RELATION WITHADJACENT CONSTRUCTION AND WITH UNIFORM APPEARANCE.• THE GENERAL CONTRACTOR WILL BE REQUIRED TO COORDINATE WITHOWNER FOR OWNER FURNISHED ITEMS AND EQUIPMENT ASAPPLICABLE.• THE GENERAL CONTRACTOR WILL BE REQUIRED TO PROVIDE A FINALPUNCHLIST TO THE ARCHITECT FOR REVIEW AND COMMENTARY PRIORTO SUBSTANTIAL COMPLETION.• PROTECT THE EXISTING BUILDING AND SITE TO REMAIN. REPAIR/REPLACE ANY SURFACES OR ITEMS THAT ARE DAMAGED DURINGCONSTRUCTION.• BROOM SWEEP AND REMOVE DEBRIS FROM THE SITE ON A DAILYBASIS.• THE CONTRACTORS SHALL CAREFULLY EXAMINE THE CONTRACTDOCUMENTS AND THE CONSTRUCTION SITE TO OBTAIN FIRST HANDKNOWLEDGE OF THE EXISTING CONDITIONS. NO EXTRA WILL BEALLOWED FOR WORK THAT COULD HAVE BEEN DETERMINED BYEXAMINING THE SITE AND DOCUMENTS.• THE CONTRACTORS SHALL BE RESPONSIBLE FOR VERIFYING ALLDIMENSIONS AT THE SITE. ALL EXISTING CONDITIONS SHALL BEVERIFIED BY FIELD MEASUREMENT PRIOR TO CONSTRUCTION,FABRICATION OR INSTALLATION.• THE CONTRACTORS SHALL NOTIFY THE ARCHITECT OF ANYDISCREPANCIES BETWEEN FIELD OBSERVATION AND CONTRACTDOCUMENTS.• ALL DETAILS AND SECTIONS SHOWN ON THE DRAWINGS ARE INTENDEDTO BE TYPICAL AND SHALL BE CONSTRUED TO APPLY TO SIMILARSITUATIONS ON THE PROJECT UNLESS A DIFFERENT DETAIL ORSECTION IS SHOWN.• THE CONTRACTOR AND THEIR SUB CONTRATOR SHALL COORDINATEALL ASPECTS OF THE WORK. EACH CONTRACTOR AND SUBCONTRACTOR SHALL COORDINATE HIS WORK WITH THE WORK OFOTHER TRADES. NO EXTRA WILL BE ALLOWED DUE TO LACK OFPROJECT COORDINATION.• G.C. TO PROVIDE AND INSTALL UL CERTIFIED FIRE CAULKING OR FOAMAT ALL FIRE RATED PENETRATIONS AND ASSEMBLIES AS REQUIRED.1/4" = 1'-0"2PARTIAL FLOOR PLANWALL LEGENDNOTE:ALL DIMENSIONS TAKEN TO FINISHED SURFACES UNLESS OTHERWISE NOTED.LIGHTING FIXTURE SCHEDULEQTY. TAG DESCRIPTION MANUFACTURER MODEL #COMMENTS4 F4.1 WALL SCONCE W/WATERPROOF HOUSINGTBD PROVIDED AND INSTALLED BY G.C. G.C. TOPROVIDE $200 PER FIXTURE ALLOWANCE6 F4.4 WALL SCONCE W/WATERPROOF HOUSINGTBD PROVIDED AND INSTALLED BY G.C. G.C. TOPROVIDE $200 PER FIXTURE ALLOWANCEGENERAL ELECTRICAL NOTES• THE CONTRACTOR SHALL PROVIDE ALL LABOR AND MATERIAL NECESSARY FOR ACOMPLETE AND FUNCTIONAL ELECTRICAL SYSTEM• MATERIALS AND INSTALLATION SHALL COMPLY WITH ALL CODES, LAWS ANDORDINANCES OF FEDERAL, STATE, AND LOCAL GOVERNING BODIES HAVINGJURISDICTION.• MATERIALS AND EQUIPMENT SHALL BE LISTED AND/OR LABELED BY U.L., ETL,CSA, OR ANOTHER RECOGNIZED TESTING LAB.• THE CONTRACTOR SHALL SECURE AND PAY FOR ALL PERMITS, GOVERNMENTALFEES AND LICENSES NECESSARY FOR THE PROPER EXECUTION ANDCOMPLETION OF THE ELECTRICAL WORK.• THE CONTRACTOR SHALL NOTIFY THE ARCHITECT/ENGINEER OF ANY MATERIALSOR APPARATUS BELIEVED TO BE INADEQUATE, UNSUITABLE, IN VIOLATION OFLAWS, ORDINANCES, RULES OR REGULATIONS OF AUTHORITIES HAVINGJURISDICTION.• THE CONTRACTOR SHALL CAREFULLY EXAMINE THE CONTRACT DOCUMENTS,VISIT THE SITE, AND BECOME FAMILIAR WITH THE BUILDING STANDARDS ANDLOCAL CONDITIONS RELATING TO THE WORK. FAILURE TO DO SO WILL NOTRELIEVE THE CONTRACTOR OF THE OBLIGATIONS OF THE CONTRACT.• ALL MATERIALS AND EQUIPMENT SHALL BE ERECTED, INSTALLED, CONNECTED,CLEANED, ADJUSTED, TESTED, CONDITIONED, AND PLACED IN SERVICE INACCORDANCE WITH THE MANUFACTURER'S DIRECTIONS ANDRECOMMENDATIONS.• REFER TO ARCHITECTURAL DRAWINGS FOR EXACT LOCATIONS AND MOUNTINGHEIGHTS OF ELECTRICAL EQUIPMENT. VERIFY LAYOUT WITH ARCHITECT PRIORTO INSTALLATION.• ALL MATERIAL, EQUIPMENT, WIRING DEVICES, ETC. SHALL BE NEW AND PERSPECIFICATION.• ALL RECESSED LIGHT FIXTURES IN CONTACT WITH INSULATION SHALL BE RATEDFOR SUCH AN INSTALLATION.• THE CONTRACTOR SHALL VERIFY THE CEILING TYPE BEFORE ORDERINGLIGHTING FIXTURES. EQUIP ALL LIGHTING FIXTURES WITH NEW LAMPS AT THECOMPLETION OF CONSTRUCTION PER MANUFACTURER'S RECOMMENDATIONS• THE CONTRACTOR SHALL SUBMIT THE COMPLETED LOAD DATA SHEET ANDPANEL SCHEDULE FOR APPROVAL, ALONG WITH OTHER REQUIREDDOCUMENTATION.ELECTRICAL LEGENDDEMOLITION & CONSTRUCTION KEYNOTES1 G.C. TO REMOVE EXISTING AWNINGS AND FRAMES AND PATCH WALL ASREQUIRED W/ MORTAR TO MATCH EXISTING WALL TO REMAIN.2 G.C. TO REMOVE EXISTING BOX SIGN AND ASSOCIATED LIGHTING, CONDUITSAND FRAMES AND PATCH WALL AS REQUIRED W/ MORTAR TO MATCHEXISTING WALL TO REMAIN.3 G.C. TO DEMO EXISTING STOREFRONT DOOR, FRAME AND THRESHOLD TO BEREPLACED W/ NEW. G.C. TO REMOVE ANY DEBRIS AND CLEAN ADJACENTBRICK AND LINTELS.4 G.C. TO DEMO EXISTING STOREFRONT WINDOWS TO BE REPLACED W/ NEWINCLUDING FRAME, FASTENERS AND CAULKING. G.C. TO REMOVE ANY DEBRISAND CLEAN ADJACENT BRICK AND LINTELS.5 EXISTING MAILBOX AND ADA DOORBELL TO REMAIN. G.C. TO PROTECTDURING DEMO AND NEW WORK.6 G.C. TO REMOVE EXISTING LIMESTONE WINDOW SURROUND AND BRICK ASREQUIRED TO REPLACE EXISTING LINTEL. G.C. TO SALVAGE MATERIAL FORRE-USE. G.C. TO PROVIDE TEMPORARY SUPPORT AS REQUIRED DURINGDEMO AND NEW WORK.7 G.C. TO REMOVE EXISTING WALL SCONCE, CAP WIRES AND INSTALLWEATHERPROOF COVERPLATE TO MATCH EXISTING BRICK WALL.8 G.C. TO REMOVE EXISTING BRICK AS REQUIRED TO REPLACE EXISTINGLINTEL. G.C. TO SALVAGE MATERIAL FOR RE-USE. G.C. TO PROVIDETEMPORARY SUPPORT AS REQUIRED DURING DEMO AND NEW WORK.9 G.C. TO REMOVE TILE AT VERTICAL EDGE OF SLAB TO BE REPLACED W/ NEW.10 NEW 44" TALL BY 36" DEEP DARK COLORED ACRYLIC FABRIC AWNING W/ALUMINUM FRAME AND PRINTED GRAPHICS UNDER SEPARATE PERMIT.AWNING TO EXTEND PAST STOREFRONT 1'-0" EA. END. G.C. TO INCLUDEPRICING FOR AWNING, SIGNAGE AND PERMIT. G.C. TO PROVIDE AWNINGMATERIAL SAMPLES AND SHOP DRAWINGS FOR ARCHITECT'S APPROVALPRIOR TO ORDERING.11 G.C. TO GRIND, PATCH AND REPAIR EXISTING CONCRETE THRESHOLD PRIORTO INSTALLING NEW STOREFRONT DOOR.12 NEW 1.75" X 4.5" CLEAR ANODIZED ALUMINUM STOREFRONT WITH CENTEREDINSULATED GLAZING.MIN. .38 U FACTOR. G.C. TO PROVIDE STOREFRONTGLAZING AND FRAME SAMPLES AND SHOP DRAWINGS FOR ARCHITECT'SAPPROVAL PRIOR TO ORDERING. INSTALL PER MANUFACTURERSPECIFICATIONS.13 G.C. TO PROVIDE AND INSTALL NEW PAINTED STEEL LINTEL. LINTEL TOMATCH EXISTING SIZE. MIN. 4" BEARING EA. END.14 G.C. TO INSTALL NEW WALL SCONCE UNDER NEW CANOPY. G.C. TO ROUTECONDUIT AT INTERIOR AND CAULK BOTH SIDES OF NEW WALL PENETRATIONSFOR A WEATHERTIGHT SEAL.15 G.C. TO PROVIDE ALTERNATE PRICING TO PROVIDE AND INSTALL NEW WALLSCONCE OVER NEW AWNINGS. G.C. TO RUN CONDUITS BELOW AWNINGWHERE POSSIBLE AND CAULK NEW WALL PENETRATION BOTH SIDES.GENERAL DEMOLITION NOTES• G.C. TO PROPERLY DISPOSE OF ALL MATERIALS AND EQUIPMENT DEMOLISHEDFROM THE JOBSITE.• G.C. SHALL COORDINATE GENERAL DEMOLITION WORK WITH THAT OF THEMECHANICAL, PLUMBING ELECTRICAL AND SECURITY CONTRACTORS.• REMOVE ELECTRICAL CONDUIT AND BOXES, SCHEDULED TO BE DEMOLISHEDAND/OR NECESSARY TO INSTALL NEW WORK. REMOVE BACK TO SOURCE ORBELOW SLAB AND CAP. PATCH/REPAIR AFFECTED WALLS, FLOORS AND CEILING ASREQUIRED FOR PROPER REMOVAL AND REFINISH.• ALL ABANDONED EQUIPMENT AND MISCELLANEOUS HANGERS, ETC. FOUND ABOVECEILINGS SHALL BE REMOVED.• MAINTAIN AND PROTECT ALL FIRE ALARM SYSTEMS AND OTHER EMERGENCYSYSTEMS DURING DEMOLITION.• PATCH AND REPAIR EXISTING CONSTRUCTION ADJACENT TO SCHEDULED ANDUNSCHEDULED DEMOLITION WORK. RESTORE TO MATCH EXISTING MATERIALSAND FINISH.• WHEN UNANTICIPATED MECHANICAL, ELECTRICAL OR STRUCTURAL ELEMENTS AREENCOUNTERED, NOTIFY THE ARCHITECT IMMEDIATETLY• DO NOT BEGIN DEMOLITION WORK UNTIL NECESSARY UTILITY DISCONNECT ANDCAPPING HAVE BEEN VERIFIED. G.C. TO PROVIDE AND INSTALL TEMPORARYELECTRICAL POWER AS REQUIRED.• G.C. TO PROVIDE TEMPORARY TOILET, DUMPSTERS AND SIDEWALK PROTECTIONAS REQUIRED BY THE CITY AND PULL NECESSARY PERMITS. COORDINATELOCATION ON SITE W/ OWNER.• G.C. TO PROVIDE AND INSTALL BARRIERS AND PROTECTION AS REQUIRED TOPROTECT TENANT SPACES FROM DUST, DEBRIS AND WEATHER DURING DEMO ANDCONSTRUTION.1/4" = 1'-0"1PARTIAL FLOOR PLAN - DEMONo.DescriptionDate1 ISSUED FOR BID & PERMIT 06/29/18NOTE: G.C. TO INSTALL DUSK TO DAWN PHOTOCELL SENSOR FOR ALL EXTERIOR LIGHTING UNLESS OTHERWISE NOTED.107 of 208 2002012021B/ AWNING7' - 8"223333444551666698774101111V.I.F.4' - 0 3/4"V.I.F.3' - 5"STEP UP6" EX.1213TTTTYPE 1KAWNEER 350 MEDIUM STYLE DARK BRONZE ANODIZED ALUMINUM ENTRY DOOR (OR APPROVED EQUAL) WITH TEMPERED GLASSMIN. .77 U FACTORHARDWARE TYPE 1 (ENTRANCE DOOR W/ DEADLOCK)(1) CLOSER; ALUMINUM S. PARKER MODEL 441BC (NO HOLD OPEN)(1) KAWNEER STANDARD "ARCHITECTS CLASSIC" PUSH BAR SET W/ #40 DARK BRONZE ANODIZED FINISH G.C. TO VERIFY DOOR SIZE FOR PUSH BAR (36", 42", 48" , ETC.)(1) ADAMS RITE MS-1850 DEADLOCK W/ (1) KAWNEER KEYED LOCK CYLINDER AND (1) CYLINDER GUARD AT EXTERIOR AND (1) THUMBTURN CYLINDER AT INTEROR(1) KAWNEER CONTINUOUS GEARED HINGE W/ #40 DARK BRONZE ANODIZED FINISH(1) ADA APPROVED ALUM. THRESHOLD, WEATHERSTRIPPING & SWEEP(1) ROCKWOOD 442 HIGH DOME STOP -G.C. TO VERIFY W/ ARCHITECT PRIOR TO ORDERING(2) 4 1/2" ROCKWOOD K1062 HEAVY DUTY METAL KICKPLATE (1) EA. SIDEHARDWARE TYPE 2 (ENTRANCE DOOR W/ DEAD LATCH)(1) CLOSER; ALUMINUM S. PARKER MODEL 441BC (NO HOLD OPEN)(1) KAWNEER STANDARD "ARCHITECTS CLASSIC" PUSH BAR SET W/ #40 DARK BRONZE ANODIZED FINISH G.C. TO VERIFY DOOR SIZE FOR PUSH BAR (36", 42", 48" , ETC.)(1) ADAMS RITE 4510 DEAD LATCH W/ (1) KAWNEER KEYED LOCK CYLINDER AND (1) CYLINDER GUARD AT EXTERIOR AND (1) #4550 LATCH PADDLE AT INTEROR(1) ADAMS RITE 7130 ELECTRIC DOOR STRIKE G.C. TO VERIFY COMPATIBILITY W/ EXISTING DOOR SYSTEM PRIOR TO ORDERING.(1) KAWNEER CONTINUOUS GEARED HINGE W/ #40 DARK BRONZE ANODIZED FINISH(1) ADA APPROVED ALUM. THRESHOLD, WEATHERSTRIPPING & SWEEP(1) ROCKWOOD 442 HIGH DOME STOP -G.C. TO VERIFY W/ ARCHITECT PRIOR TO ORDERING(2) 4 1/2" ROCKWOOD K1062 HEAVY DUTY METAL KICKPLATE (1) EA. SIDEProject Numbers t u d i o t a l o a r c h i t e c t u r e i n c1234 sherman ave. ste 202 evanston il 60202 t 847.733.7300 www.studiotalo.comSTUDIO TALO ARCHITECTURE INC. EXPRESSLY RESERVES ITS COMMON LAW COPYRIGHT AND OTHER PROPERTY RIGHTS FOR ANY DRAWINGS PRODUCED FOR THIS PROJECT. NO DRAWINGS ARE TO BE REPRODUCED, ALTERED OR COPIED IN ANY FORM OR MANNER WHATSOEVER, NOR ARE THEY TO BE ASSIGNED TO ANY THIRD PARTY WITHOUT FIRST OBTAINING EXPRESSED WRITTEN PERMISSION AND CONSENT OF STUDIO TALO ARCHITECTURE INC. ANY PUBLISHED PHOTOGRAPHS OF THIS PROJECT SHOULD CREDIT STUDIO TALO ARCHITECTURE INC. AS ITS SOLE DESIGNER.NOTE: THESE DRAWINGS MAY HAVE BEEN REPRODUCED AT A SIZE DIFFERENT FROM THE ONE ORIGINALLY NOTED. OWNER AND ARCHITECT ASSUME NO RESPONSIBILITY FOR USE OF INCORRECT SCALED INFORMATION. CONTRACTOR SHALL VERIFY ALL EXISTING CONDITIONS PRIOR TO PROCEEDING WITH CONSTRUCTION AND IMMEDIATELY NOTIFY ARCHITECT OF ANY DISCREPANCIES OR CONFLICTS.THESE DRAWINGS WERE PREPARED UNDER THE SUPERVISION OF A REGISTERED ARCHITECT AND TO THE BEST OF MY KNOWLEDGE CONFORM TO THE CODES AND ORDINANCES OF THE NOT FOR CONSTRUCTIONstudio talo architecture © 2018REGISTERED ILLINOIS ARCHITECT NO. 001-018253A2.0EXTERIORELEVATION,SCHEDULES ANDDETAILS.SIMPSONFACADERENOVATION18141623 SIMPSONSTREETEVANSTON, IL 60201CITY OF EVANSTON1/4" = 1'-0"1SOUTH ELEVATION0'2'4'16'8'1/4" = 1'-0"ELEVATION KEY NOTES1 NEW 44" TALL BY 36" DEEP DARK COLORED ACRYLIC FABRICAWNING W/ ALUMINUM FRAME AND PRINTED GRAPHICS UNDERSEPARATE PERMIT. AWNING TO EXTEND PAST STOREFRONTGLAZING AND DOORS 1'-0" EA. END. G.C. TO INCLUDE PRICING FORAWNING, SIGNAGE AND PERMIT. G.C. TO PROVIDE AWNINGMATERIAL SAMPLES AND SHOP DRAWINGS FOR ARCHITECT'SAPPROVAL PRIOR TO ORDERING.2 NEW 1.75" X 4.5" DARK BRONZE ANODIZED ALUMINUM STOREFRONTFRAME. SEE DOOR SCHEDULE FOR DOOR DETAILS. MIN. .77 UFACTOR G.C. TO VERIFY ROUGH OPENING PRIOR TO ORDERING.INSTALL FOAM BACKER ROD AND SEALANT AT PERIMETER OFSTOREFRONT FRAME. INSTALL STOREFRONT PER MANUFACTURERINSTRUCTIONS.\3 NEW 1.75" X 4.5" DARK BRONZE ANODIZED ALUMINUM STOREFRONTFRAME W/ CENTERED INSULATED GLAZING. MIN. .38 U FACTOR.G.C. TO PROVIDE STOREFRONT GLAZING AND FRAME SAMPLES ANDSHOP DRAWINGS FOR APPROVAL BY ARCHITECT PRIOR TOORDERING. G.C. TO VERIFY ROUGH OPENINGS PRIOR TOORDERING. INSTALL FOAM BACKER ROD AND SEALANT ATPERIMETER OF STOREFRONT FRAME. INSTALL STOREFRONT PERMANUFACTURER INSTRUCTIONS.4 G.C. TO PROVIDE AND INSTALL NEW WALL SCONCE. G.C. TO ROUTECONDUIT ON INTERIOR AND CAULK NEW WALL PENETRATIONS ATBOTH SIDES FOR WEATHERTIGHT SEAL.5 G.C. TO PROVIDE AND INSTALL NEW WALL SCONCE. G.C. TO ROUTECONDUIT BELOW AWNING WHERE POSSIBLE AND CAULK ANY NEWWALL PENETRATIONS AT BOTH SIDES FOR WEATHERTIGHT SEAL.6 G.C. TO REMOVE EXISTING LIMESTONE WINDOW SURROUND ANDBRICK AS REQUIRED TO REPLACE EXISTING LINTEL. G.C. TOSALVAGE LIMESTONE FOR RE-USE. G.C. TO PROVIDE TEMPORARYSUPPORT AS REQUIRED DURING DEMO AND NEW WORK.7 G.C. TO REMOVE EXISTING BRICK AS REQUIRED TO REPLACEEXISTING LINTEL OVER DOOR. SALVAGE BRICK FOR RE-USE.8 G.C. TO SCRAPE AND PAINT EXISTING LINTEL OVER OPENINGABOVE.9 G.C. TO INSTALL NEW TILE AT VERTICAL EDGE OF SLAB TO REPLACEEXISTING.10 G.C. TO PATCH AND REPAIR EXISTING CONCRETE AT DOOROPENING PRIOR TO INSTALLING NEW STOREFRONT AND NEWTHRESHOLD.11 G.C. TO CLEAN EXISTING LIMESTONE BAND.12 EXISTING ACCESSIBLE DOORBELL TO REMAIN. G.C. TO PROTECTDURING DEMO AND NEW WORK.13 EXISTING MAILBOX TO REMAIN. G.C. TO PROTECT DURING DEMOAND NEW WORK.DOOR SCHEDULEDOORNO.MANUFACTURERMODELPANELMATERIALHARDWARETYPESIZESIZETHICKNESSDOORTYPECOMMENTSWIDTHHGHT.200 KAWNEER OR APPROVED EQUAL 350 SWING 1" INSULATEDGLAZING#40 DARK BRONZE ANODIZEDALUMINUM1 3' - 0 3/4" 6' - 10 1/4" 0' - 1 3/4" 1 PROVIDED AND INSTALLED BY G.C. VERIFY EXISTINGOPENING IN FIELD PRIOR TO ORDERING.201 KAWNEER OR APPROVED EQUAL 350 SWING 1" INSULATEDGLAZING#40 DARK BRONZE ANODIZEDALUMINUM1 3' - 0 1/2" 6' - 10" 0' - 1 3/4" 1 PROVIDED AND INSTALLED BY G.C. VERIFY EXISTINGOPENING IN FIELD PRIOR TO ORDERING.202 KAWNEER OR APPROVED EQUAL 350 SWING 1" INSULATEDGLAZING#40 DARK BRONZE ANODIZEDALUMINUM2 3' - 0 9/16" 6' - 10" 0' - 1 3/4" 1 PROVIDED AND INSTALLED BY G.C. VERIFY EXISTINGOPENING IN FIELD PRIOR TO ORDERING.1 EXIT DOORS MUST OPEN WITHOUT THE USE OF A KEY OR SPECIAL KNOWLEDGE2 HINGES TO MATCH LEVER/KNOB FINISH3 FIELD VERIFY ROUGH OPENINGS PRIOR TO ORDERING.DOOR TYPESG.C. TO KEY ALL DOORS AS FOLLOWS:-KEY ALL EXTERIOR DOORS SEPARATELY-PROVIDE 2 SETS OF KEYS FOR EACH ENTRY DOORDOOR HARDWARE TYPEST= TEMPERED GLAZINGPROVIDE TEMPERED GLAZING IN ALL HAZARDOUS LOCATIONS. HAZARDOUS LOCATIONS INCLUDE BUT NOT LIMITED TO:-ANY GLAZED PANEL MORE THAN 18" IN WIDTH IMMEDIATELY ADJACENT TO ANY DOOR WITH A SILL LESS THAN 60" A.F.F.-ANY GLAZING GREATER THAN 9 SF WITH SILL LESS THAN 18" AND HEAD GREATER THAN 36" A.F.F. WITH AN ADJACENT WALKING SURFACE WITHIN 3' HORIZONTALLY FROM THE PLANE OF GLASS.-ALL SKYLIGHTS-ANY GLAZING IN BATHTUB OR SHOWER ENCLOSURES INCLUDING ANY SHOWER DOORSNo.DescriptionDate1 ISSUED FOR BID & PERMIT 06/29/18108 of 208 s t u d i o t a l o a r c h i t e c t u r e + d e s i g n | studio talo architecture | 1234 sherman ave | evanston | il | 60202 | t 847.733.7300 | f 847.733.7303 | www.studiotalo.com | Paulina Martinez Acting Assistant to the City Manager / Economic Development Specialist Community Development Morton Civic Center City of Evanston 2010 Central St. Evanston, IL 60201 March 28, 2018 Dear Ms. Martinez, It was nice meeting with you and talking about the city’s plans for improving the storefronts on Simpson and Church Streets. It is particularly gratifying for us to have the opportunity to help the city improve buildings that are neighbors to the building we designed for Y.O.U. This proposal for architectural services is based on the scope of work you outlined in our meeting and which are defined in the request for proposal from you dated March 19, 2018. The work includes awning and signage work, masonry maintenance, door and storefront replacement. To help the city accomplish its goals we propose the following work broken down by phase. It is understood that we will be entering in to an agreement with the City of Evanston and not the owner of the subject buildings or that owner’s tenant. Consequently, all project correspondence will be with you as the city’s project representative. We will move forward with feedback approvals directly from you. 1. Pre-Design In this phase we will measure and draw the existing conditions; this will require access to the interior of impacted spaces. As-built drawings will include exterior elevations and only as much information in plan view as required to locate door and storefront installation information. One site visit for both buildings is included in this proposal. We will perform a code analysis to determine the final scope of work. We will have one meeting with the city and owner together to verify the requirements for the project. 2. Design In this phase we will produce design drawings consisting of demolition plans, proposed plans, proposed elevations in order to obtain City approval. One meeting for this purpose is included in this proposal. 3. Design and Project Review We will present the proposed work to the Design and Project Review Committee to obtain their feedback. We will incorporate that feedback into the design drawings and submit them to City for approval. 4. Construction Documents and Permitting In this phase we produce the detailed technical drawings, diagrams and specifications necessary for issuance of the building permit, accurate bidding and for construction. We take pride in crafting thorough construction documents which reflect your design intent and which become the basis of your contract for construction. We will issue the required drawings to the building department for their review. We will address any comments or clarifications they require and submit amended drawings. The price of the building permit is determined by the city and is not included in this proposal. 5. Bidding In this phase we issue the construction documents to up to four general contractors for bidding. We will walk contractors through and review the construction documents with them to help ensure they understand the project before they begin bidding. We will qualify 109 of 208 s t u d i o t a l o a r c h i t e c t u r e + d e s i g n | studio talo architecture | 1234 sherman ave | evanston | il | 60202 | t 847.733.7300 | f 847.733.7303 | www.studiotalo.com | the candidates’ bids, trade by trade, to help guard against poor assumptions, errors or misunderstandings that could create change orders and schedule issues during construction. We take these bids, and proposed construction periods, and produce a spreadsheet, broken down by trade, to help us compare and negotiate with contractors to get you the best value. The City will be responsible for vetting and selecting the general contractors who will participate in bidding and will ultimately be responsible for selecting the general contractor. As an alternate to this traditional Design-Bid-Build model, we can also work in an expedited Construction Manager or Design-Build model in which you negotiate with a general contractor and hire them as part of our time. This general contractor would have all of the same duties and responsibilities as a typical general contractor. However, they would also be obligated to obtain, qualify and share multiple bids for each subcontract and present them in an open-book bidding process. This allows the city to maintain the advantage of competitive bidding while getting valuable pricing and scheduling information early from the general contractor who would be part of the team from the beginning. Getting preliminary cost information would allow us to modify the scope early, if necessary, to make sure the project budget is strictly adhered to. I have attached a Certificate of Insurance and general contractor’s license for Parallel Design Build, a small local general contracting company who we believe would be an excellent fit for this project and a great resource to help the city accomplish its goals on budget and on schedule. The owner, Scott Prestangen, looks forward to the opportunity to speak with you. We are happy to work with the City in whichever project delivery model it chooses. 6. Construction Administration Your schedule includes nine weeks for construction. We have included nine site visits in this proposal. Time for additional meetings required by the City or because of the general contractor’s pace of work will be billed hourly. We will submit meeting minutes to the contractor and the city after each meeting. We will review prepare RFI responses and construction clarifications. We will review and advise the City regarding Contractor proposals and change orders. We will review and propose amendments to the punch list, the preparation of which will be the responsibility of the general contractor. Fee Summary Based on the scope of work described above, our fee for architectural services is $9,000. We bill monthly for work performed to date. Below is a breakdown of the fee by phase: Phase Amount Pre-Design $ 1,500 Design $ 2,000 DAPR review and revision $ 500 Construction Documents $ 2,000 Permitting $ 500 Bidding $ 500 Parallel Design-Build Option: General Contractor Fee 12% of labor & materials Construction Administration $ 2,000 Fee $ 9,000 110 of 208 s t u d i o t a l o a r c h i t e c t u r e + d e s i g n | studio talo architecture | 1234 sherman ave | evanston | il | 60202 | t 847.733.7300 | f 847.733.7303 | www.studiotalo.com | Invoices are due 15 days from the date of the invoice. Work will not proceed while there is an invoice outstanding past 30 days. All outstanding invoices, regardless of date, must be paid prior to the building permit being issued by the city. This agreement may be terminated by either party upon notification to the other party via time/date stamped certified mail or e-mail. The Owner agrees to pay the Architect for all services performed and reimbursable expenses incurred to the date of notification of termination. Reimbursable Expenses In addition to the fee indicated above, expenses such as drawing delivery, plotting and reproductions for review and approvals will be billed at a rate of cost times 1.1. The services of a consulting professional engineer are not anticipated to be necessary. Should that change based on investigations of existing conditions, their fees will be passed along as a reimbursable expense. Additional and Excluded Services Time for correspondence, consultations, meetings and drawings for changes made to the design after the meetings included above will be billed at the rate of $125/hour for principal and $100/hour for project manager. No time is included for correspondence or meetings with owners or tenants; coordination with those parties will be the responsibility of the City. Time spent coordinating with or presenting to the building owner and/or tenants will be billed at the rates above. If the project scope changes, we reserve the right to renegotiate this agreement. Detection and abatement of hazardous materials such as radon, mold, lead and asbestos are excluded from this agreement. Studio Talo Architecture’s liability will be limited to the value of this contract. Thank you for considering Studio Talo for the services described above! If these terms are acceptable I will provide an American Institute of Architects contract incorporating them. We will be prepared to begin work upon receipt of a signed copy of our agreement and a retainer of $1,000 to be applied to the final invoice. We look forward to helping you improve Evanston and especially the Fifth Ward! Sincerely, Thomas Ahleman AIA, LEED AP President Studio Talo Architecture Inc. 111 of 208 112 of 208 113 of 208 114 of 208 March 29, 2018  Parallel Architecture 1234 Sherman Ave. Suite 202 Evanston IL 60202 Tel 847.801.9260   Paulina Martinez  Economic Development Specialist  Community Development  2100 Ridge Avenue  Evanston, IL 60201      Re:  Proposal for Architectural Services    Church, Dodge, and Simpson Storefront Improvements    PROJECT SUMMARY  The project scope of work is defined in the Request for Proposals, dated March 19, 2018.    BASIC SERVICES  Parallel Architecture will provide the normal architectural services required for a project of this type.  These  services  include  (1)  a  zoning  and  code  study,  (2)  preparation  of  design  and  construction  documents,  (3)  documentation of necessary product and material specifications, and (4) assistance in preparing and submitting  the permit application.    These architectural services will be implemented in the following phases and include the noted meetings.    A. Design Services  1. Pre‐Design Phase  a. Site survey to prepare the necessary existing base drawings in plan and elevation.  b. One meeting with the City and Owner(s) to review scope of work and project requirements.  2. Design Phase  a. Develop creative schematic design solution(s) represented via drawings and notation that define  the spatial relationships, scale and form of the project components based on the scope of work and  project requirements.  b. One meeting with the DAPR is included in this phase.  3. Construction Document Phase and Permitting  a. Preparation of detailed drawings suitable for bidding, permit applications and construction  purposes.  b. Preparation and submission of the permit application and drawing corrections/revisions required  during the permit review process.  4. Construction Administration  a. Eight site visits during construction.  Additional meetings would be billed hourly.    B. Compensation  Fee for architectural services is $12,000.    115 of 208 Parallel Architecture 1234 Sherman Ave. Suite 202 Evanston IL 60202 Tel 847.801.9260 PAYMENTS AND EXPENSES  A. Invoices will be issued monthly for services provided.  Payments are due and payable upon receipt of the  Architect’s invoice.  An amount unpaid 30 days after invoice date may be subject to a monthly service  charge of 12% per annum.  B. The following schedule of corporate rates may be utilized for optional and additional services:  1.   Principal/Project Manager       $125.00  2.   Project Architect     $  90.00  3.   Intern Architect      $  70.00  4.   Clerical       $  50.00  C. Reimbursable expenses are not included in the fees or rates noted above.  Reimbursable expenses include  actual expenditures for materials or services made by the Architect in the interest of the project, times a  multiplier  of  1.15  for  the  following:    plotting,  printing,  reproductions,  photography,  postage,  courier  services, travel, fax transmissions, and long distance communications.      If the basis of this letter is acceptable, I will prepare an AIA agreement for review.       Scott Prestangen, AIA  Parallel Architecture  116 of 208   1  828 Davis – Suite 300 Evanston, IL 60201 847.492.1992 www.Kolbrook.com   March 28, 2018 Paulina Martinez 2100 Ridge Ave Evanston, IL 60201 Re: Design Services Agreement RFP - Church, Dodge, & Simpson Storefront Improvements 1901 - 1903 Church Street 1700 - 1708 Dodge Avenue 1623 Simpson Street Evanston, IL 60201 Dear Paulina: Thank you for this opportunity to participate on the above referenced project. This Letter and attached Standard Terms and Conditions will act as an Agreement for Design Services between Kolbrook Design, Inc. (KDI) and City of Evanston Community Development (CoECD). PROJECT DESCRIPTION KDI will provide preliminary design and design development work to create Construction Documents and associated Specifications for the facilities referenced above. KDI will coordinate with CoECD to develop all drawings necessary for permits and construction. SCOPE OF DESIGN SERVICES KDI will provide Design Services, which includes Architectural Design and MEP Design for the multi-tenant buildings referenced above. It is understood that the 03/19/18 Request for Proposal (RFP) will be the guideline for Design Services. KDI will provide final drawings as required for permitting, construction, and municipal approvals per the RFP. KDI will work closely with CoECD throughout the process to ensure these parameters are met. It is further understood that attendence at scheduled meetings listed within the 03/19/18 RFP will be included. The approach to the Design Services consists of four (4) phases: Schematic Design, Design Development, Construction Documents and Construction Administration. Schematic Design Phase: KDI will coordinate with CoECD to define initial scope and conceptual design for the Project. Design Development Phase: Based upon the Owner approved Schematic Design documents, KDI will develop the Design Development documents for the CoECD project referenced above for the purpose of design refinement of building systems, specific details and outline specifications. Construction Document Phase: Based upon the Owner approved Design Development documents for the CoECD project; KDI will prepare Construction Documents consisting of technical Drawings and Specifications. Construction Administration Phase: Based upon the Owner approved Construction Documents for the CoECD; KDI will provide normal Construction Administration Services during the construction period of the Project. COMPENSATION, EXPENSES, & PAYMENT Compensation The total fee for services described above is a Lump Sum amount of Seven Thousand, Two Hundred Twenty Dollars ($7,220.00) for Architecture. This fee includes a site visit to field verify existing conditions. Any fee for required Fire Protection services is not included in the above compensation. It is our assumption that Fire Protection services will be provided as Design Build through the selected General Contractor. Geotechnical Reports, Environmental Reports, and Civil Engineering are also not included with this proposal. 117 of 208   2  828 Davis – Suite 300 Evanston, IL 60201 847.492.1992 www.Kolbrook.com Reimbursable Expenses Reimbursable Expenses are in addition to compensation for Basic Services and include expenses incurred by the Architect and Architect’s employees and consultants in the interest of the Project. Reimbursable expenses include, but are not limited to; expenses in connection with authorized additional out-of-town travel; longdistance communications; facsimile communications; courier services; express mail, reproduction, postage and handling of Drawings, Specifications and other documents, photography, renderings, mileage and models. Payment Invoices will be submitted monthly and payment shall be due 30 days upon invoice date. Project-related expenses shall be reimbursed at 1.0 times the actual amount. The compensation and reimbursable expenses are net of all taxes. OTHER If the Basic Design Services covered by this Agreement have not been completed within 12 months, through no fault of the Architect, the amounts of compensation, rates and multiples set forth herein shall be equitably adjusted. To indicate your agreement, please return one signed copy. Agreed, Kolbrook Design, Inc. _____________________________________________ Name: Steven Kolber Title: Co-President Date: March 28, 2018 City of Evanston Community Development _____________________________________________ Name: : Paulina Martinez Title: Date: Cc: Steven Brooks, Co-President, Kolbrook Design, Inc. 118 of 208 EXHIBIT A HOURLY RATE SCHEDULE The Hourly Rate Schedule will be revised annually. (valid through 12/31/18) Principal $155 Associate Principal $130 Project Manager $110 Architectural / Interior Technician $95 Intern Architect / Interior $65 Administrative $65 119 of 208 EXHIBIT B 1 of 2 STANDARD TERMS AND CONDITIONS 1. PAYMENTS are due and owing to Kolbrook Design as stated in the Letter Agreement. 2. LEGAL COSTS. The Client shall reimburse Kolbrook Design for all costs incurred in collection of unpaid accounts, including, without limitation, all reasonable attorney and legal expenses. 3. DIRECT PERSONNEL EXPENSE is defined as the direct salary of all Kolbrook Design’s personnel engaged on the Project and the portion of the cost of their mandatory and customary contributions and benefits related thereto, such as employment taxes and other statutory employee benefits, insurance, sick leave, holidays, vacations, pensions and similar contributions and benefits. 4. CONSULTANTS or Subcontractors are those who provide services to Kolbrook Design in support of the Client’s project. If it is requested that Kolbrook Design retain any additional Consultants or Subcontractors on the Client's behalf, their charges will be in addition to the stated lump sum fee. Invoicing and payment shall be the same as in Item 1 above. 5. SEPARATE CONSULTANTS. If a firm or firms are separately engaged by the Client to work under the general direction of Kolbrook Design, Kolbrook Design shall have no responsibility or liability for the performance or technical sufficiency of the services of such separately engaged firms. 6. DISPUTE RESOLUTION/ARBITRATION. Any controversy, claim or dispute arising out of or relating to the interpretation, construction, or performance of this Agreement, or breach thereof, shall be referred to voluntary, non-binding mediation to be conducted by a mutually acceptable mediator prior to resorting to litigation or arbitration. All claims, disputes and other matters in question between the parties to this Agreement, arising out of or relating to this Agreement or the breach thereof, which are not resolved as the result of the non-binding mediation process, shall be decided by arbitration in accordance with the Construction Industry Arbitration Rules unless the parties mutually agree otherwise. Demand for arbitration shall be filed in writing with the other party to this Agreement and with the American Arbitration Association. The demand shall be made within a reasonable time after the claim, dispute or other matter in question has arisen. In no event shall the demand for arbitration be made after the date when institution of legal or equitable proceedings based on such claim, dispute or other matter in question would be barred by the applicable statute of limitations. No arbitration, arising out of or relating to this Agreement shall include, by consolidation, joinder or in any other manner, any additional person not a party to this Agreement except by written consent containing a specific reference to this Agreement and signed by Kolbrook Design and any other person sought to be joined. Any consent to arbitration involving an additional person or persons shall not constitute consent to arbitration of any disputes not described therein. This agreement to arbitrate and any agreement to arbitrate with an additional person or persons duly consented to by the parties to this Agreement shall be specifically enforceable under the prevailing arbitration law. The award rendered by the arbitrators shall be final, and judgment may be entered upon it in accordance within applicable law in any court having jurisdiction. 7. CLIENT’S RESPONSIBILITIES. The Owner shall provide Kolbrook Design with all existing information relating to the Project, which Kolbrook Design may request. If the Client becomes aware of any fault or defect in the Project or Kolbrook Design’s services, he shall promptly notify Kolbrook Design. The Client shall furnish required information or services as expeditiously as necessary for the orderly performance of the work. The Client shall make available appropriate personnel during the engagement to participate in meetings, 120 of 208 EXHIBIT B 2 of 2 interviews and work sessions as may be required. The Client shall provide appropriate meeting space for all meetings, interviews and work sessions to be held at the Client’s location. The Client shall furnish evidence that financial arrangements have been made to fulfill the Client’s obligations for this project. 8. ADDITIONAL SERVICES. For services and deliverables requested by the Client, which are beyond the scope of the Project Understanding, work plan and/or the schedule, Kolbrook Design will develop an additional fee for review and approval by the Client. We will proceed with these services upon approval of the Client and will bill these in addition to the lump sum fee. 9. MISCELLANEOUS. Neither party may assign its interest in this Agreement to any other person without the express written consent of the other party. This Agreement constitutes the complete and entire agreement between the parties with respect to the Project, and may be amended only by a written document signed by both parties, and shall be governed by the laws of the United States. 10. TERMINATION. This agreement may be terminated by the Architect upon seven (7) days written notice should the Owner fail substantially to perform in accordance with its terms through no fault of the Architect. The Owner upon seven (7) days written notice to Architect may terminate this agreement. In the event of termination, the Architect shall be compensated for all services performed through termination date, together with Reimbursable Expenses. 11. SUSPENSION. If the Project is suspended, the Owner shall compensate the Architect for all fees and expenses incurred to the date of suspension. 12. COPYRIGHT AND USE OF DOCUMENTS. The drawings and other documents prepared by Kolbrook Design for this Project are instruments of service for use solely with respect to the Project. Kolbrook Design as the author of these documents shall retain all common law, statutory and other reserved rights, including copyright. Owner shall be permitted to retain copies, including reproducible copies of the drawings and other documents for information and reference and shall have an irrevocable license to use for this Project. Kolbrook design’s drawings and other documents shall not be used by Owner or others on other projects, for additions to the Project or for completion of the Project by others unless, after good faith negotiations Owner and Kolbrook Design are unable to reach agreement as to the terms and conditions under which Kolbrook Design is to continue in its role as project designer. In which event Owner may use said documents without Kolbrook Design involvement, after the Owner reasonably compensates Kolbrook Design. Owner hereby agrees to indemnify, defend and hold harmless Kolbrook Design from any and all claims, causes of actions, damages, losses, liability and expenses, including but not limited to attorney’s fees arising out of any use in which Kolbrook Design is not actively involved. 13. LIMITATION OF LIABILITY: The Owner agrees, to the fullest extent permitted by law, to limit the liability of the Architect to the Owner for any and all claims, losses, costs, expenses, or damages of any nature whatsoever, including attorney’s and expert-witness fees and costs, from any cause or causes, so that the total aggregate liability of the Architect to the Owner shall not exceed the Architect’s total fee received for services rendered on this project. It is intended that this limitation apply to any and all liability or causes of action however alleged or arising, unless otherwise specifically prohibited by law. The parties agree to be subject to the jurisdiction of the County and State in which the Project is located. All mediation and litigation shall be filed and take place in said jurisdiction. 121 of 208 March 29, 2018 Ms. Paula Martinez Economic Development Specialist City of Evanston Community Development Department 2100 Ridge Avenue Evanston, Illinois 60201 Re: Request for Proposals Church, Dodge, and Simpson Storefront Improvements Architectural Design Services Dear Ms. Martinez: This letter outlines the scope of professional services that we propose to provide to the City of Evanston with regard to the proposed storefront façade improvements to the building located at the northwest corner of Church Street and Dodge Avenue (1901-1903 Church Street and 1700-1708 Dodge Avenue) and the building located on the north side of Simpson Street (1623 Simpson Street) facing the Fleetwood-Jourdain Community Center playfields. As was been outlined in your Request for Proposal dated March 19, 2018 the storefront improvements are a part of the City of Evanston Storefront Modernization Program that covers some or all of the costs associated with the improvement of the storefront facades including awning and signage installation, masonry repairs, storefront door and glazing systems, and exterior lighting, as well as architectural consulting services. As we have also discussed, City staff has been working with the owners of the two buildings identified above and with the six business owners presently located at these two sites:  Church Street and Dodge Avenue Gyro’s Planet, C&W Market and Ice Cream Parlor, Ebony Barbershop, Tom’s Beauty Supply, and Cutting Edge Hair Gallery  Simpson Street Jennifer’s Edibles and adjoining vacant store These discussions have yielded a number of requests associated with the specific needs or site and individual business characteristics and conditions. While these may be altered or modified as result of the development of the modernization design and budget, they presently include:  Awning installation (Church-Dodge and Simpson)  Blade sign location and placement (Church-Dodge and Simpson  Brickwork repair (Church-Dodge)  Door replacement (Church-Dodge and Simpson)  Storefront glass replacement (Church-Dodge  Exterior lighting installation (Simpson) As noted in the RFP, the analysis of existing conditions and subsequent reviews and approvals by the owners-tenants, as well as City staff and the Design and Project Review Committee (DAPR), may result in adjustments and refinements to the construction documents and construction contract. As a result, it may be that the final scope of the work may not include all of the requested elements or may even exclude portions of the entire proposed project depending upon available budget or other considerations. 122 of 208 Ms. Paulina Martinez re: Architectural Services for Church, Dodge and Simpson Storefront Improvements March 29, 2018 page 2 Given this scope of work as it has been described and discussed, our Basic Architectural Services would consist of the following phases, as they relate to the project scope described above: 1) Investigation, Analysis, and Design Development Phase We will analyze and document any existing conditions, including measuring the relevant portions of all the storefront buildings including, as needed, the existing façade elements up to the underside of any 2nd floor or the top of the identified storefront elements, to identify and locate all structural and non-structural elements, electrical lighting or other services, and then produce drawings illus- trating these existing conditions. Secondly, we will review the specific requests of the building and store owners and any additional City requirements and then analyze and re-evaluate these programmatic requirements, site conditions, legal or code constraints, the construction schedule and budget, each in terms of the other, and prepare a series of conceptual design studies (drawings and sketches) illustrating the scale and relationship of the various project elements in line with all of these requirements. These design studies will illustrate approaches to the design and construction of the project. We will then present these design studies to City staff will revise them in response to any concerns or other responses, including any constraints arising from preliminary pricing previously obtained by the City for aspects of the proposed projects, and, through a series of iterations, will seek to develop an overall design, for each site, that meets all programmatic and budgetary requirements. We will then present the design to the owners to identify any changes prior to submission to the Design and Project Review Committee (DAPR) for final approval of the project design. We will then submit the design for formal review and approval by DAPR and will, if necessary, make any necessary adjustments. Upon approval by DAPR, we will also present the finalized designs to the building and storeowners for their final review. 2) Construction Documents Phase Once approval has been obtained from the owners and DAPR, as well as any other City staff associated with the project, we will fix and establish of all materials, finishes and the various architectural, structural, and electrical components and work, and prepare drawings and specifications setting forth, in detail, the design, type, extent and location of all materials, components and systems and all other requirements for the construction. These Construction Doc- uments will include all the necessary information for both the bidding of the work by potential contractors and the subsequent construction of the project. These documents will also provide material and information for the required permit review and approval processes, as well as forming the basis for the construction contract(s) for the work. Prior to the completion of the Construction Documents (90% completion), we will also submit the documents to the Evanston Community Development Department for purposes of review of the drawings for compliance with the approved scope and design and for compliance with building code provisions. Any required corrections or revisions resulting from such reviews will be incorporated into the Construction Documents. 3) Bidding and Contract Award Phase Given that the City has previously obtained preliminary proposals and has identified contractors for the anticipated scope of work, we do not anticipate that we will be engaged in any formal bid procedures nor in evaluating bids for the work including any pre-bid meetings nor issuing any clarifications of and addenda to these Documents. Unless requested, we shall also not be assisting in examining and verifying the accuracy of any bids and of contractor qualifications. 123 of 208 Ms. Paulina Martinez re: Architectural Services for Church, Dodge and Simpson Storefront Improvements March 29, 2018 page 3 4) Construction and Contract Administration Phase Upon the award of the Construction Contract and continuing until the issuance of the final certificate of payment or two months after the date of substantial completion of the work, our services will include the following: a) Provide any sealed and stamped drawings to the Contractor(s) that may be necessary for the building permit(s). b) Coordinate any pre-construction activities including submission by the Contractor(s) of applications for building permit and for convening any pre-construction or coordination meetings with the contractor and/or major suppliers. c) Advise and consult with the City as to the progress and conditions of the work and act as your representative, when necessary, with the Contractor, Subcontractors, and Suppliers. d) Review shop drawings, material and finish samples, and product data, as needed, for compliance with project design concepts or other information given in the Contract Documents. e) Interpret and decide matters concerning performance under terms of the Construction Contract and issue any necessary written interpretations and decisions and any drawings or documents relating to such matters in response to any Requests for Information. f) Visit the site at intervals appropriate to the stage of the construction to determine the progress and quality of the work completed and to verify, in general, if the work as being performed, when completed, will be in accordance with the Contract Documents. While not exhaustive or continuous, these observations will be primarily for the purpose of keeping you informed as to the quality and quantity of the work and to endeavor to guard against defects and deficiencies in the work. While inspecting the quality and the progress of the work, we shall not, however, have control over or charge of nor be responsible for the construction schedules or the construction methods, means, procedures or safety precautions taken in connection with the work, nor for any acts or omissions by any contractor or sub-contractor employed for this, or for failure of any of these parties to carry out this work in accordance with the Contract Documents. g) Review the Contractor's applications for payment and certify amounts due to the Contractor based upon these site observations and evaluations of the work and the Contractor's per- formance. h) Prepare project punch lists, upon notification by the Contractor of completion, conduct inspection of the work to determine substantial and final completion of the work, review of all warranties and related documents, issue final certificates for payment, and provide all other project closeout activities. Based upon the scope and nature of the project and the work at both of these sites, we agree to perform all of the architectural services and tasks, as they have been described above, for a fee broken down by each of these three phases, as follows: Phase #1 (Investigation, Analysis and Design Development Phase) for the sum of $3,000 Phase #2 (Construction Documents Phase) for the sum of $2,800 Phase #3 (Bidding and Contract Award Phase) not included in scope of fee Phase #4 (Construction and Contract Administration Phase) for the sum of $2,400 Should the scope of the project be substantially revised from that as has been described and discussed or should any additional services, e.g., support or assistance with the bidding and award of the contracts as described in Phase #3, major revisions to the Bid or Construction Documents as result of requested changes after the final approvals of these documents or as result of bid-negotiations or final terms of the Construction Contract(s), exclusion of one of the two sites from the Phase #4 Construction, or similar activities, it is agreed that the fixed sums indicated above will be adjusted accordingly to reflect 124 of 208 Ms. Paulina Martinez re: Architectural Services for Church, Dodge and Simpson Storefront Improvements March 29, 2018 page 4 either the increase or decrease in the project scope. Such revision in fees will be at either a newly agreed upon fixed rate for the affected phases or at hourly rates not to exceed the following: Principal $160.00/hour Draftsperson $ 90.00/hour Any new or revised drawings or details required by Change Orders or other revisions to the work during the period of construction that the City might request or any added Construction Phase services that might arise as result such revisions will be billed at these same hourly rates. We are also including an allowance of $400 for the costs of printing and distribution of drawings or other documents necessary for review of the design and construction-bid documents by City staff, owners, or DAPR, for permit reviews and approvals, and for bidding of the work, based upon a potential distribution of such documents, with billing to be at direct cost plus a 15% handling fee. Billing for all these services will be made bi-monthly or no later than at the completion of each phase, with billing for the reproduction and handling of drawings and other related project documents to be made separately as reimbursable expenses. We agree to comply with the terms of the City of Evanston Professional Services Agreement including, but not limited to, payment procedures, ownership of documents, termination, insurance, and other terms. However, we believe that the Project Schedule provided with the RFP requires adjustment and revision before incorporation of milestone dates (Commencement and Completion) into this Agreement based upon the actual and described scope of work required for Phase #1 that cannot be accomplished within a one week period, as outlined; the need to meet with City staff and owners regarding proposed designs and obtain approval; the potential for revisions to the design based upon such meetings and DAPR review; the absence of any allowance, at all, for the development and preparation of the Bid and Construction Documents within the RFP Project Schedule; and the potential delays on the part of any contractors and suppliers who are not a part of our Agreement nor are they under our control. I trust that this proposal describes both the scope of work and our services in a manner that are agreeable to you. However, should you have any questions regarding any of the terms, language, or other aspects of this proposal, please feel free to contact me. Finally, I greatly enjoyed both speaking and meeting with you and hope that we have the opportunity to work together with you and the owners of the associated properties toward the successful completion of this project. Let me also thank you, once more, for considering us for this project. Sincerely, Elliott E. Dudnik, PhD, FAIA, CSI, ICC, ASTM, LEED AP 125 of 208 D E S I G N CADD CONSULTING 3D ■ MODELING 3309 SIMPSON STREET EVANSTON, IL 60201 TEL ■ 847 ■ 212 ■ 8722 mail@ studiovim. com www.studiovim. com studiovim March 26, 2018 To Whom It May Concern Dear Sir/Madam: In response to your RFP, dated March 19th, 2018 for project “Church, Dodge and Simpson Storefront Improvements - Architectural Design Services” we are proposing the following project milestones and deliverables: 1. Commencement Date: 04/01/2018 2. Project Schedule and Completion Date: per Project Schedule from RFP 3. Fees: not to exceed $14 700 Break down: 1901-1903 Church St Site visit, measurements $ 600 Draft existing facades and produce design $ 800 Meeting with owner $ 300 DARP review, design revisions and meetings $1 400 Permit drawings $2 800 Structural engineer fee $1 400 Construction administration 4 visits $1 200 Total: $8 500 1623 Simpson St Site visit, measurements $ 400 Draft existing facades and produce design $ 400 Meeting with owner $ 300 DARP review, design revisions and meetings $ 900 Permit drawings $2 000 Structural engineer fee $1 000 Construction administration 4 visits $1 200 Total: $6 200 4. Reimbursable Expenses: per vendor’s invoice + 10% 126 of 208 D E S I G N CADD CONSULTING 3D ■ MODELING 3309 SIMPSON STREET EVANSTON, IL 60201 TEL ■ 847 ■ 212 ■ 8722 mail@ studiovim. com www.studiovim. com studiovim 5. Hourly based fees: - Project Architect - $150 - BIM Architect - $100 - Structural Engineer - $150 Respectfully, Kiril Mirintchev Principal studiovim 127 of 208 For City Council meeting of July 30, 2018 Item SP4 Police Department Administrative and Community Services Review (RFP) For Action To: Honorable Mayor and Members of the City Council From: Wally Bobkiewicz, City Manager Richard Eddington, Chief of Police Shanalee Gallagher, ICMA Fellow Jillian Ostman, Purchasing Specialist Subject: Police Department Administrative/Community Services Review (RFP 18- 35) Date: July 24, 2018 Recommended Action: Staff recommends City Council authorize the City Manager to execute a contract for the Police Department Administrative/Community Services Review (RFP 18-35) with Hillard Heintze (30 S. Wacker Dr., Suite 1400, Chicago, IL 60606) in the amount of $24,997. Funding Source: Funding will be provided from Police Administration – Service Agreements and Contracts Fund (Account 100.22.2205.62509). This account has a budget of $35,000 and a YTD balance of $29,119.47. Livability Benefit: Innovation and Process: Support local government best practices and processes. Background: The City of Evanston is seeking a review of a variety of administrative and community service functions within the Evanston Police Department. The City is seeking a firm to review the current provision of the following services and offer recommendations on efficiencies in providing these services: Chief Executive Officer/Commander, Office of Professional Standards, Office of Administration, Manager of Budget and Finance, Administrative Coordinator, Community Strategies, Crime Analyst and Intelligence Officer, and North Regional Major Crimes Task Force (NORTAF). Memorandum 128 of 208 The firm is expected to review the following tasks: • Personnel capacity to align technology with policing strategies, implement and install in full, provide sufficient training, maintenance and support, utilize and assess the efficiency of administrative and community service functions • Use of engagement tools to notify targeted neighborhoods of immediate emergencies and share crime prevention information • Use of the Computer Aided Dispatch (CAD) system to support data analysis, identifying crime patterns and trends, information sharing, allocating resources and developing deployment strategies • Workload level of administrative and community services functions using raw data extracted from the CAD system, including considerations of number of responding units needed by call type, location, frequency, public-demand versus officer initiated activities, effect of community policing on discretionary patrol time and the time necessary to conduct proactive police activities, and the actual amount of time necessary to handle police calls and activities from inception to completion • Deployment strategies to areas with high call volume and complaints to alleviate quality-of-life issues while maintaining public safety • Administrative and community service functions performed by the EPD that can be performed by alternative means and / or separate city department • Coordination between the EPD and other city departments and agencies to engage with residents, sustains positive relationships, and connect vulnerable individuals with human and social services • Procedures to manage, monitor and inspect financial and operational performance • Optimal staffing model that accounts for the use of technology and data analysis to support policing strategies • Available staffing levels and compare to supervisory workload based on supervisory duties, administrative duties and call response The contract term desired is for a period of August 20, 2018 to November 2, 2018. Analysis: On June 14, 2018 City of Evanston advertised this RFP in the Pioneer Press and on Demandstar. On July 10, 2018, proposals were received from the following four consultants: 129 of 208 Proposals were reviewed by the following staff: • Wally Bobkiewicz, City Manager • Richard Eddington, Police Chief • Shanalee Gallagher, ICMA Fellow • James Hurley, Management Analyst • Jillian Ostman, Purchasing Specialist After interviews of all responsive vendors by the City staff listed above occurred on July 19, it was determined to award the contract to Hillard Heintze. Heintze responded closest to the City’s desired outcomes with a good project timeline, and was the second lowest bidder. Only one other firm was within the City’s budget. In addition, Staff considered location of the firms. Staff requests award of RFP 18-35 to Hillard Heintze. Attachments: Contract Scope of Work M/W/EBE Memo Waiver Firm Address Cost Hillard Heintze 30 S. Wacker Dr., Suite 1400, Chicago, IL 60606 $24,997 Matrix Consulting Group 201 San Antonio Circle, Suite 148, Mountain View, CA 94040 $49,000 GovHR 630 Dundee Road, #130, Northbrook, IL 60062 $16,900 Novak Consulting Group 26 E Hollister St, Cincinnati, OH 45219 $52,000 130 of 208 31 Revised 10-14 (09-17) Exhibit J CITY OF EVANSTON PROFESSIONAL SERVICES AGREEMENT The parties referenced herein desire to enter into an agreement for professional services for Police Department Administrative / Community Services Review RFP Number: 18-35 THIS AGREEMENT (hereinafter referred to as the “Agreement”) entered into this ___ day of ________________, 20___, between the City of Evanston, an Illinois municipal corporation with offices located at 2100 Ridge Avenue, Evanston Illinois 60201 (hereinafter referred to as the “City”), and [Insert Professional Service Provider’s name here], with offices located at [Insert address here], (hereinafter referred to as the “Consultant”). Compensation for all basic Services (“the Services”) provided by the Consultant pursuant to the terms of this Agreement shall not exceed $[Insert fee here]. I. COMMENCEMENT DATE Consultant shall commence the Services on ____________ or no later than three (3) DAYS AFTER City executes and delivers this Agreement to Consultant. II. COMPLETION DATE Consultant shall complete the Services by ____________. If this Agreement provides for renewals after an initial term, no renewal shall begin until agreed to in writing by both parties prior to the completion date of this Agreement. III. PAYMENTS 131 of 208 32 Revised 10-14 (09-17) City shall pay Consultant those fees as provided here: Payment shall be made upon the completion of each task for a project, as set forth in Exhibit A – Project Milestones and Deliverables. Any expenses in addition to those set forth here must be specifically approved by the City in writing in advance. IV. DESCRIPTION OF SERVICES Consultant shall perform the services (the “Services”) set forth here: Services are those as defined in Exhibit A, the City’s Request for Pr oposal No. 18-35 (Exhibit B) and Consultant’s Response to the Proposal (Exhibit C). Services may include, if any, other documented discussions and agreements regarding scope of work and cost (Exhibit D). V. GENERAL PROVISIONS A. Services. Consultant shall perform the Services in a professional and workmanlike manner. All Services performed and documentation (regardless of format) provided by Consultant shall be in accordance with the standards of reasonable care and skill of the profession, free from errors or omissions, ambiguities, coordination problems, and other defects. Consultant shall take into account any and all applicable plans and/or specifications furnished by City, or by others at City’s direction or request, to Consultant during the term of this Agreement. All materials, buildings, structures, or equipment designed or selected by Consultant shall be workable and fit for the intended use thereof, and will comply with all applicable governmental requirements. Consultant shall require its employees to observe the working hours, rules, security regulations and holiday schedules of City while working and to perform its Services in a manner which does not unreasonably interfere with the City’s business and operations, or the business and opera tions of other tenants and occupants in the City which may be affected by the work relative to this Agreement. Consultant shall take all necessary precautions to assure the safety of its employees who are engaged in the performance of the Services, all equipment and supplies used in connection therewith, and all property of City or other parties that may be affected in connection therewith. If requested by City, Consultant shall promptly replace any employee or agent performing the Services if, in the opinion of the City, the performance of the employee or agent is unsatisfactory. Consultant is responsible for conforming its final work product to generally accepted professional standards for all work performed pursuant to this Agreement. Consultant is an independent Consultant and is solely responsible for all taxes, withholdings, and other statutory or contractual obligations of any sort, including but not limited to, Worker’s Compensation Insurance. Nothing in this Agreement accords any third-party beneficiary rights whatsoever to any non-party to this Agreement that any non-party may seek to enforce. Consultant acknowledges and agrees that should Consultant or its subconsultants provide false information, or fail to be or remain in compliance with this Agreement, the City may void this Agreement. The Consultant warrants and states that it has read the Contract Documents, and agrees to be bound thereby, including all performance guarantees as respects Consultant’s work and all indemnity and insurance requirements. 132 of 208 33 Revised 10-14 (09-17) The Consultant shall obtain prior approval from the City prior to subcontracting with any entity or person to perform any of the work required under this Agreement. If the Consultant subcontracts any of the services to be performed under this Agreement, the subconsultant agreement shall provide that the services to be performed under any such agreement shall not be sublet, sold, transferred, assigned or otherwise disposed of to another entity or person without the City’s prior written consent. The Consultant shall be responsible for the accuracy and quality of any subconsultant’s work. All subconsultant agreements shall include verbatim or by reference the provisions in this Agreement binding upon Consultant as to all Services provided by this Agreement, such that it is binding upon each and every subconsultant that does work or provides Services under this Agreement. The Consultant shall cooperate fully with the City, other City contractors, other municipalities and local government officials, public utility companies, and others, as may be directed by the City. This shall include attendance at meetings, discussions and hearings as requested by the City. This cooperation shall extend to any investigation, hearings or meetings convened or instituted by OSHA relative to this Project, as necessary. Consultant shall cooperate with the City in scheduling and performing its Work to avoid conflict, delay in or interference with the work of others, if any, at the Project. Except as otherwise provided herein, the nature and scope of Services specified in this Agreement may only be modified by a writing approved by both parties. This Agreement may be modified or amended from time to time provided, however, that no such amendment or modification shall be effective unless reduced to writing and duly authorized and signed by the authorized representatives of the parties. B. Representation and Warranties. Consultant represents and warrants that: (1) Consultant possesses and will keep in force all required licenses to perform the Services, (2) the employees of Consultant performing the Services are fully qualified, licensed as required, and skilled to perform the Services. C. Termination. City may, at any time, with or without cause, terminate this Agreement upon seven (7) days written notice to Consultant. If the City terminates this agreement, the City will make payment to Consultant for Services performed prior to termination. Payments made by the City pursuant to this Agreement are subject to sufficient appropriations made by the City of Evanston City Council. In the event of termination resulting from non-appropriation or insufficient appropriation by the City Council, the City’s obligations hereunder shall cease and there shall be no penalty or further payment required. In the event of an emergency or threat to the life, safety or welfare of the citizens of the City, the City shall have the right terminate this Agreement without prior written notice. Within thirty (30) days of termination of this Agreement, the Consultant shall turn over to the City any documents, drafts, and materials, including but not limited to, outstanding work product, data, studies, test results, source documents, AutoCad Version 2007, PDF, ArtView, Word, Excel 133 of 208 34 Revised 10-14 (09-17) spreadsheets, technical specifications and calculations, and any other such items specifically identified by the City related to the Services herein. D. Independent Consultant. Consultant’s status shall be that of an independent Consultant and not that of a servant, agent, or employee of City. Consultant shall not hold Consultant out, nor claim to be acting, as a servant, agent or employee of City. Consultant is not authorized to, and shall not, make or undertake any agreement, understanding, waiver or representation on behalf of City. Consultant shall at its own expense comply with all applicable workers compensation, unemployment insurance, employer’s liability, tax withholding, minimum wage and hour, and other federal, state, county and municipal laws, ordinances, rules, regulations and orders. Consultant agrees to abide by the Occupational Safety & Health Act of 1970 (OSHA), and as the same may be amended from time to time, applicable state and municipal safety and health laws and all regulations pursuant theret o. E. Conflict of Interest. Consultant represents and warrants that no prior or present services provided by Consultant to third parties conflict with the interests of City in respect to the Services being provided hereunder except as shall have been expressly disclosed in writing by Consultant to City and consented to in writing to City. F. Ownership of Documents and Other Materials. All originals, duplicates and negatives of all plans, drawings, reports, photographs, charts, programs, models, specimens, specifications, AutoCad Version 2007, Excel spreadsheets, PDF, and other documents or materials required to be furnished by Consultant hereunder, including drafts and reproduction copies thereof, shall be and remain the exclusive property of City, and City shall have the unlimited right to publish and use all or any part of the same without payment of any additional royalty, charge, or other compensation to Consultant. Upon the termination of this Agreement, or upon request of City, during any stage of the Services, Consultant shall promptly deliver all such materials to City. Consultant shall not publish, transfer, license or, except in connection with carrying out obligations under this Agreement, use or reuse all or any part of such reports and other documents, including working pages, without the prior written approval of City, provided, however, that Consultant may retain copies of the same for Consultant’s own general reference. G. Payment. Invoices for payment shall be submitted by Consultant to City at the address set forth above, together with reasonable supporting documentation, City may require such additional supporting documentation as City reasonably deems necessary or desirable. Payment shall be made in accordance with the Illinois Local Government Prompt Payment Act, after City’s receipt of an invoice and all such supporting documentation. H. Right to Audit. Consultant shall for a period of three years following performance of the Services, keep and make available for the inspection, examination and audit by City or City’s authorized employees, agents or representatives, at all reasonable time, all records respecting the services and expenses incurred by Consultant, including without limitation, all book, accounts, memoranda, receipts, ledgers, canceled checks, and any other documents indicating, 134 of 208 35 Revised 10-14 (09-17) documenting, verifying or substantiating the cost and appropriateness of any and all expenses. If any invoice submitted by Consultant is found to have been overstated, Consultant shall provide City an immediate refund of the overpayment together with interest at the highest rate permitted by applicable law, and shall reimburse all of City’s expenses for and in connection with the audit respecting such invoice. I. Indemnity. Consultant shall defend, indemnify and hold harmless the City and its officers, elected and appointed officials, agents, and employees from any and all liability, losses, or damages as a result of claims, demands, suits, actions, or proceedings of any kind or nature, including but not limited to costs, and fees, including attorney’s fees, judgments or settlements, resulting from or arising out of any negligent or willful act or omission on the part of the Consultant or Consultant’s subcontractors, employees, agents or subcontractors during the performance of this Agreement. Such indemnification shall not be limited by reason of the enumeration of any insurance coverage herein provided. This provision shall survive completion, expiration, or termination of this Agreement. Nothing contained herein shall be construed as prohibiting the City, or its officers, agents, or employees, from defending through the selection and use of their own agents, attorneys, and experts, any claims, actions or suits brought against them. The Consultant shall be liable for the costs, fees, and expenses incurred in the defense of any such claims, actions, or suits. Nothing herein shall be construed as a limitation or waiver of defenses available to the City and employees and agents, including but not limited to the Illinois Local Governmental and Governmental Employees Tort Immunity Act, 745 ILCS 10/1-101 et seq. At the City Corporation Counsel’s option, Consultant must defend all suits brought upon all such Losses and must pay all costs and expenses incidental to them, but the City has the right, at its option, to participate, at its own cost, in the defense of any suit, without relieving Consultant of any of its obligations under this Agreement. Any settlement of any claim or suit related to this Agreement by Consultant must be made only with the prior written consent of the City Corporation Counsel, if the settlement requires any action on the part of the City. To the extent permissible by law, Consultant waives any limits to the amount of its obligations to indemnify, defend, or contribute to any sums due under any Losses, including any claim by any employee of Consultant that may be subject to the Illinois Workers Compensation Act, 820 ILCS 305/1 et seq. or any other related law or judicial decision, including but not limited to, Kotecki v. Cyclops Welding Corporation, 146 Ill. 2d 155 (1991). The City, however, does not waive any limitations it may have on its liability under the Illinois Workers Compensation Act, the Illinois Pension Code or any other statute. Consultant shall be responsible for any losses and costs to repair or remedy work performed under this Agreement resulting from or arising out of any act or omission, neglect, or misconduct in the performance of its Work or its subconsultants’ work. Acceptance of the work by the City will not relieve the Consultant of the responsibility for subsequent correction of any such error, omissions and/or negligent acts or of its liability for loss or damage resulting therefrom. All provisions of this 135 of 208 36 Revised 10-14 (09-17) Section shall survive completion, expiration, or termination of this Agreement. J. Insurance. Consultant shall carry and maintain at its own cost with such companies as are reasonably acceptable to City all necessary liability insurance (which shall include as a minimum the requirements set forth below) during the term of this Agreement, for damages caused or contributed to by Consultant, and insuring Consultant against claims which may arise out of or result from Consultant’s performance or failure to perform the Services hereunder: (1) worker’s compensation in statutory limits and employer’s liability insurance in the amount of at least $500,000, (2) comprehensive general liability coverage, and designating City as additional insured for not less than $3,000,000 combined single limit for bodily injury, death and property damage, per occurrence, (3) comprehensive automobile liability insurance covering owned, non-owned and leased vehicles for not less than $1,000,000 combined single limit for bodily injury, death or property damage, per occurrence, and (4) errors and omissions or professional liability insurance respecting any insurable professional services hereunder in the amount of at least $1,000,000. Consultant shall give to the City certificates of insurance for all Services done pursuant to this Agreement before Consultant performs any Services, and, if requested by City, certified copies of the policies of insurance evidencing the coverage and amounts set forth in this Section. The City may also require Consultant to provide copies of the Additional Insured Endorsement to said policy(ies) which name the City as an Additional Insured for all of Consultant’s Services and work under this Agreement. Any limitations or modification on the certificate of insurance issued to the City in compliance with this Section that conflict with the provisions of this Section shall have no force and effect. Consultant’s certificate of insurance shall contain a provision that the coverage afforded under the policy(s) will not be canceled or reduced without thirty (30) days prior written notice (hand delivered or registered mail) to City. Consultant understands that the acceptance of certificates, policies and any other documents by the City in no way releases the Consultant and its subcontractors from the requirements set forth herein. Consultant expressly agrees to waive its rights, benefits and entitlements under the “Other Insurance” clause of its commercial general liability insurance policy as respects the City. In the event Consultant fails to purchase or procure insurance as required above, the parties expressly agree that Consultant shall be in default under this Agreement, and that the City may recover all losses, attorney’s fees and costs expended in pursuing a remedy or reimbursement, at law or in equity, against Consultant. Consultant acknowledges and agrees that if it fails to comply with all requirements of this Section, that the City may void this Agreement. K. Confidentiality. In connection with this Agreement, City may provide Consultant with information to enable Consultant to render the Services hereunder, or Consultant may develop confidential information for City. Consultant agrees (i) to treat, and to obligate Consultant’s emp loyees to treat, as secret and confidential all such information whether or not identified by City as confidential, (ii) not to disclose any such information or make available any reports, recommendations and /or conclusions which Consultant may make for City to any person, firm or corporation or use the same in any manner whatsoever without first obtaining City’s written 136 of 208 37 Revised 10-14 (09-17) approval, and (iii) not to disclose to City any information obtained by Consultant on a confidential basis from any third party unless Consultant shall have first received written permission from such third party to disclose such information. Pursuant to the Illinois Freedom of Information Act, 5 ILCS 140/7(2), records in the possession of others whom the City has contracted with to perform a governmental function are covered by the Act and subject to disclosure within limited statutory timeframes (five (5) working days with a possible five (5) working day extension). Upon notification from the City that it has received a Freedom of Information Act request that calls for records within the Consultant’s control, the Consultant shall promptly provide all requested records to the City so that the City may comply with the request within the required timeframe. The City and the Consultant shall cooperate to determine what records are subject to such a request and whether or not any exemptions to the disclosure of such records, or part thereof, is applicable. Vendor shall indemnify and defend the City from and against all claims arising from the City’s exceptions to disclosing certain records which Vendor may designate as proprietary or confidential. Compliance by the City with an opinion or a directive from the Illinois Public Access Counselor or the Attorney General under FOIA, or with a decision or order of Court with jurisdiction over the City, shall not be a violation of this Section. L. Use of City’s Name or Picture of Property. Consultant shall not in the course of performance of this Agreement or thereafter use or permit the use of C ity’s name nor the name of any affiliate of City, nor any picture of or reference to its Services in any advertising, promotional or other materials prepared by or on behalf of Consultant, nor disclose or transmit the same to any other party. M. No Assignments or Subcontracts. Consultant shall not assign or subcontract all or any part or its rights or obligations hereunder without City’s express prior written approval. Any attempt to do so without the City’s prior consent shall, at City’s option, be null and void and of no force or effect whatsoever. Consultant shall not employ, contract with, or use the services of any other architect, interior designer, engineer, consultant, special contractor, or other third party in connection with the performance of the Services without the prior written consent of City. N. Compliance with Applicable Statutes, Ordinances and Regulations. In performing the Services, Consultant shall comply with all applicable federal, state, county, and municipal statutes, ordinances and regulations, at Consultant’s sole cost and expense, except to the extent expressly provided to the contrary herein. Whenever the City deems it reasonably necessary for security reasons, the City may conduct at its own expense, criminal and driver history background checks of Consultant’s officers, employees, subcontractors, or agents. Consultant shall immediately reassign any such individual who in the opinion of the City does not pass the background check. O. Liens and Encumbrances. Consultant, for itself, and on behalf of all subcontractors, suppliers, materialmen and others claiming by, through or under Consultant, hereby waives and releases any and all statutory or common law mechanics’ materialmens’ or other such lien claims, or rights to place a lien upon City 137 of 208 38 Revised 10-14 (09-17) property or any improvements thereon in connection with any Services performed under or in connection with this Agreement. Consultant further agrees, as and to the extent of payment made hereunder, to execute a sworn affidavit respecting the payment and lien releases of all subcontractors, suppliers and materialmen, and a release of lien respecting the Services at such time or times and in such form as may be reasonably requested by City. Consultant shall protect City from all liens for labor performed, material supplied or used by Consultant and/or any other person in connection with the Services undertaken by consultant hereunder, and shall not at any time suffer or permit any lien or attachment or encumbrance to be imposed by any subconsultant, supplier or materialmen, or other person, firm or corporation, upon City property or any improvements thereon, by reason or any claim or demand against Consultant or otherwise in connection with the Services. P. Notices. Every notice or other communication to be given by either party to the other with respect to this Agreement, shall be in writing and shall not be effective for any purpose unless the same shall be served personally or by United States certified or registered mail, postage prepaid, addressed if to City as follows: City of Evanston, 2100 Ridge Avenue, Evanston, Illinois 60201, Attention: Purchasing Division and to Consultant at the address first above set forth, or at such other address or addresses as City or Consultant may from time to time designate by notice given as above provided. Q. Attorney’s Fees. In the event that the City commences any action, suit, or other proceeding to remedy, prevent, or obtain relief from a breach of this Agreement by Consultant, or arising out of a breach of this Agreement by Consultant, the City shall recover from the Consultant as part of the judgment against Consultant, its attorneys’ fees and costs incurred in each and every such action, suit, or other proceeding. R. Waiver. Any failure or delay by City to enforce the provisions of this Agreement shall in no way constitute a waiver by City of any contractual right hereunder, unless such waiver is in writing and signed by City. S. Severability. In the event that any provision of this Agreement should be held void, or unenforceable, the remaining portions hereof shall remain in full force and effect. T. Choice of Law. The rights and duties arising under this Agreement shall be governed by the laws of the State of Illinois. Venue for any action arising out or due to this Agreement shall be in Cook County, Illinois. The City shall not enter into binding arbitration to resolve any dispute under this Agreement. The City does not waive tort immunity by entering into this Agreement. U. Time. Consultant agrees all time limits provided in this Agreement and any Addenda or Exhibits hereto are of essence to this Agreement. Consultant shall continue to perform its obligations while any dispute concerning the Agreement is being resolved, unless otherwise directed by the City. 138 of 208 39 Revised 10-14 (09-17) V. Survival. Except as expressly provided to the contrary herein, all provisions of this Agreement shall survive all performances hereunder including the termination of the Consultant. VI. EQUAL EMPLOYMENT OPPORTUNITY In the event of the Consultant’s noncompliance with any provision of Section 1 -12-5 of the Evanston City Code, the Illinois Human Rights Act or any other applicable law, the Consultant may be declared nonresponsible and therefore ineligible for future contracts or subcontracts with the City, and the contract may be cancelled or voided in whole or in part, and such other sanctions or penalties may be imposed or remedies invoked as provided by statute or regulation. During the performance of the contract, the Consultant agrees as follows: A. That it will not discriminate against any employee or applicant for employment because of race, color, religion, sex, sexual orientation, marital status, national origin or ancestry, or age or physical or mental disabilities that do not impair ability to work, and further that it will examine all job classifications to determine if minority persons or women are underutilized and will take appropriate affirmative action to rectify any such underutilization. Consultant shall comply with all requirements of City of Evanston Code Section 1-12-5. B. That, in all solicitations or advertisements for employees placed by it on its behalf, it will state that all applicants will be afforded equal opportunity without discrimination because of race, color, religion, sex, sexual orientation, marital status, national origin, ancestry, or disability. VII. SEXUAL HARASSMENT POLICY The Consultant certifies pursuant to the Illinois Human Rights Act (775 ILCS 5/2105 et. seq.), that it has a written sexual harassment policy that includes, at a minimum, the following information: A. The illegality of sexual harassment; B. The definition of sexual harassment under State law; C. A description of sexual harassment utilizing examples; D. The Consultant’s internal complaint process including penalties; E. Legal recourse, investigation and complaint process available through the Illinois Department of Human Rights and the Human Rights Commission, and directions on how to contact both; and F. Protection against retaliation as provided to the Department of Human Rights. VIII. CONSULTANT CERTIFICATIONS 139 of 208 40 Revised 10-14 (09-17) A. Consultant acknowledges and agrees that should Consultant or its subconsultant provide false information, or fail to be or remain in compliance with the Agreement, the City may void this Agreement. B. Consultant certifies that it and its employees will comply with applicable provisions of the U.S. Civil Rights Act, Section 504 of the Federal Rehabilitation Act, the Americans with Disabilities Act (42 U.S.C. Section 1201 et seq.) and applicable rules in performance under this Agreement. C. If Consultant, or any officer, director, partner, or other managerial agent of Consultant, has been convicted of a felony under the Sarbanes-Oxley Act of 2002, or a Class 3 or Class 2 felony under the Illinois Securities Law of 1953, Consultant certifies at least five years have passed since the date of the conviction. D. Consultant certifies that it has not been convicted of the offense of bid rigging or bid rotating or any similar offense of any State in the U.S., nor made any admission of guilt of such conduct that is a matter of record. (720 ILCS 5/33 E-3, E- 4). E. In accordance with the Steel Products Procurement Act, Consultant certifies steel products used or supplied in the performance of a contract for public works shall be manufactured or produced in the U.S. unless the City grants an exemption. F. Consultant certifies that it is properly formed and existing legal entity, and as applicable, has obtained an assumed name certificate from the appropriate authority, or has registered to conduct business in Illinois and is in good standing with the Illinois Secretary of State. G. If more favorable terms are granted by Consultant to any similar governmental entity in any state in a contemporaneous agreement let under the same or similar financial terms and circumstances for comparable supplies or services, the more favorable terms shall be applicable under this Agreement. H. Consultant certifies that it is not delinquent in the payment of any fees, fines, damages, or debts to the City of Evanston. IX. INTEGRATION This Agreement, together with Exhibits A, B, C, and D sets forth all the covenants, conditions and promises between the parties with regard to the subject matter set forth herein. There are no covenants, promises, agreements, conditions or understandings between the parties, either oral or written, other than those contained in this Agreement. This Agreement has been negotiated and entered into by each party with the opportunity to consult with its counsel regarding the terms therein. No portion of the Agreement shall be construed against a party due to the fact that one party drafted that particular portion as the rule of contra proferentem shall not apply. In the event of any inconsistency between this Agreement, and any Exhibits, this 140 of 208 41 Revised 10-14 (09-17) Agreement shall control over the Exhibits. In no event shall any proposal or contract form submitted by Consultant be part of this Agreement unless agreed to in a writing signed by both parties and attached and referred to herein as an Addendum, and in such event, only the portions of such proposal or contract form consistent with this Agreement and Exhibits hereto shall be part hereof. IN WITNESS WHEREOF, the parties hereto have each approved and executed this Agreement on the day, month and year first above written. CONSULTANT: CITY OF EVANSTON 2100 RIDGE AVENUE EVANSTON, IL 60201 By ________________________ By:________________________ Its: ________________________ Its: City Manager FEIN Number: _______________ Date: _____________________ Date: _______________________ 141 of 208 1 SCOPE OF WORK EVANSTON POLICE DEPARTMENT ADMINISTRATIVE/COMMUNITY SERVICES FUNCTIONS REVIEW INTRODUCTION The City of Evanston is a community of 75,000 located just north of Chicago. A Council-Manager form of government has been adopted with the City Manager as the chief administrative officer. A mayor, elected city-wide, and nine alderman elected by Ward, comprise the City Council. Although the City is primarily residential in nature, it does have a number of commercial areas and Northwestern University is located in the eastern quadrant of the City of Evanston. Evanston is a high-density community with a diverse populace in terms of religious, racial, educational, and economic composition. The City and Evanston Police Department (EPD) are committed to working with the community to problem solve and eliminate barriers for all people regardless of race/ethnicity, sex, physical or mental disability, sexual orientation, gender identity, age, immigrant status, veteran status, language, and/or socio-economic status. The EPD is made up of 166 sworn members. The department is in the top one percent of police department’s in the country for composing its membership to reflect the demographics of the broader community. Its goal is to provide a balance of traditional and innovative policing methods to reduce urban crime issues while maintaining a high level of customer service and transparency. The City’s total 2018 Adopted Budget is $335,464,008; with a General Fund budget of $112,411,186. The EPD, which has an operating budget $38,391,099, is funded primarily by the General Fund. The EPD has three collective bargaining units. Sergeants and Patrol Officers are represented by the Fraternal Order of Police (FOP) in separate bargaining units. The American Federation of State, County & Municipal Employees (AFSCME) represents non-sworn members of the EPD. Prosecutorial Environment The EPD is in the 2nd District of the Cook County, IL State’s Attorney’s Office. The prosecutorial environment is challenging and demanding due to the volume of crime in the city of Chicago and the limited resources of the State’s Attorney’s Office. Felony cases are held to a high standard of legal review and compliance. The felony review process requires additional measures from municipal police departments in Cook County to investigate and charge defendants. Crime Environment and Community Expectations Evanston averages approximately three homicides per year and has had at least one homicide per calendar year in the last 40 years. The nature of most 142 of 208 2 homicides in Evanston is gang or drug related, which requires additional investigative resources and community outreach. Evanston’s strength of diversity equates to greater demand for community policing strategies. Police services are managed to meet the unique needs of every neighborhood and population. The EPD is challenged to maximize resources to effectively reduce crime and promote safety across the community. SCOPE OF SERVICES The City of Evanston is seeking a review of a variety of administrative and community service functions within the Evanston Police Department. The City is seeking a firm to review the current provision of the following services and offer recommendations on efficiencies in providing these services: Chief Executive Officer/Commander The Executive Officer is a Commander that reports to the Chief of Police. The Executive Officer assists and provides administrative support to the Chief of Police in addition to the following duties: 1. Public Information Officer: Serve as the EPD’s media liaison, write press releases, host press conference, and is available to the media 24/7/365 days per year. 2. Social Media Coordinator: Develop strategies to expand the EPD’s social media presence, engage community stakeholders and elected officials, produce and stream videos, and manage the Department’s social media accounts on a daily basis. 3. Deployment Process Supervisor: Manage and facilitate deployment practices, including meetings, reviews, updates and compliance by members. 4. Department Training (Lexipol) Coordinator: Review and modify recommended policing policies and procedures from Lexipol; coordinate monthly trainings for members. 5. Department Public Liaison: Serve as the Chief of Police’s representative for the Evanston Police and Fire Foundation, community meetings, and assist the Chief of Police with public presentations for elected officials and the public. 6. Administrative Support: Oversee Department policies, budgeting, collective bargaining negotiations, website and information dashboard, and duties as assigned by the Chief of Police. Office of Professional Standards The Office of Professional Standards (OPS) provides two separate functions: inspections and internal investigations. 143 of 208 3 The internal investigations component investigates allegations of misconduct made against the Department or its employees by citizens or other employees of the Department/City. This component evaluates the quality of Department operations and ensures that goals are being pursued and control is maintained throughout the Department. Duties include auditing of personnel sick time usage, the Department’s main telephone line, records of various cash funds, and perform other audits and studies as directed by the Chief of Police. The Office of Professional Standards (OPS) is comprised of one commander and two sergeants. One sergeant is dedicated to training and policy compliance. Office of Administration The Office of Administration is responsible for the successful administrative and financial operations of a $38 million organization employing 220 employees and providing 24/7/365 days per year service to 75,000 residents. The Office of Administration provides a constant flow and integration of multi-directional information and data to ensure the efficient and effective performance of the EPD. The Office develops and maintains accurate and reliable administrative and financial systems to support the EPD in achieving its operational goals. Duties include budgeting, finance, personnel, payroll, and administrative functions of the EPD. The Office consists of the Manager of Budget and Finance and the Administrative Coordinator. The Office of Administration is critical to achieve the City Council’s goals for Community and Police relations. Manager of Budget and Finance The Manager of Budget and Finance’s primary responsibilities include the following: 1. Accounting: Review and monitor the Department’s monthly financial activities, compile and verify journal entries, manage vendor contracts, and conduct year-end audit and reconciliation of department accounts. 2. Budgeting: Analyze the Department’s current year financial activity to adopted budget, develop budget projections and ensure accuracy of year- end budget for the Department. 3. Financial Reporting: Compile regular monthly financial reports, credit card transactions, and expense reports as requested by the Chief of Police. 4. Payroll: Manage and ensure payroll processes are up to date and reflect collective bargaining agreements; verify and correct payroll records and benefits as needed. 5. Support Union Negotiations and Relationships: Analyze and calculate employee compensation and benefits and evaluate the financial impact of proposals. 6. Provides Financial Resource for Staff. 144 of 208 4 Administrative Coordinator The Administrative Coordinator’s primary responsibilities include the following: 1. Accounts Payable: Process invoices and payments, manage petty cash accounts, and ensure department credit card transactions are in compliance with the City’s purchasing policies. 2. Grant Administration: Identify grant funding opportunities, develop applications, monitor revenues and expenditures associated with awarded grants, and prepare grant reports. 3. Human Resources: Manage employee annual review schedule and timetable, process merit increases, coordinate vacation schedules, issue Standard Operating Procedures manual, and OSHA testing and vaccination for the department (i.e. Hepatitis B). 4. Purchasing: Process purchase orders, coordinate bids and requests for proposals. 5. Revenue: Invoice customers and record payments into the City’s financial system. 6. Special Projects: Support the Evanston Police and Fire Foundation, process payouts, coordinate programs including the Police Awards Ceremony, Wellness Program, Fitness Programs, and uniform inspections. 7. Provide administrative resources for staff. 8. Coordinate and manage invoices and payments for special details. 9. Coordinate Omega (On-duty injuries) appointments and reporting requirements on a timely basis, follow-up appointments, and ensure Command staff is aware of any light-duty requirements. Community Strategies Community Strategies is a component of the Field Operations Division. The Division also includes Patrol Operations and the Traffic Bureau. Community Strategies is made up the Problem Solving Team and Foot Patrol. Community Strategies is comprised of one commander, one sergeant, and 11 officers. The unit works with community stakeholders and elected officials to find solutions to police matters in the model of community policing. Community Strategies is critical to the Department’s community outreach. Division personnel patrol in vehicles, on bikes, and on foot. Crime Analyst and Intelligence Officer The Crime Analyst and Intelligence Officer support the Investigative Services Division. The Division includes the Detective Bureau, Juvenile Bureau, and Special Operations Group (SOG). Two separate units make up the SOG, the NET Unit and the TAC Unit. The NET Unit investigates narcotics and sophisticated criminal organizations that operate in the region and develops long- term policing strategies. The TAC Unit’s focus is pattern crimes and gang activity at the street level. 145 of 208 5 The Crime Analyst and Intelligence Officer are responsible for the Department’s intelligence-led policing strategies. The Crime Analyst is a civilian employee and the Intelligence Officer is sworn. They provide weekly information about crime occurring in Evanston and crime relevant to Evanston in surrounding areas. The Crime Analyst and Intelligence Officer are vital to the Department’s deployment process. The following is a list of duties and responsibilities of the Crime Analyst and Intelligence Officer: 1. Prepare weekly deployment material in the form of intelligence style reports 2. Prepare crime maps with GIS data 3. Present and explain deployment materials at weekly deployment meetings 4. Be trained and proficient in utilizing crime related databases 5. Analyze and provide data and intelligence to assist criminal investigations 6. Collect and share data and intelligence with contacts in the field 7. Create databases specific to Evanston crime and participants 8. Create gang files consistent with Law Enforcement Agencies Data System policy 9. Maintain, update and keep all databases and files current North Regional Major Crimes Task Force (NORTAF) NORTAF is comprised of the 12 northeastern suburbs of Cook County. NORTAF includes the following three units: 1. Major Crimes Task Force: Major Crimes investigates homicides, kidnappings, mass casualty events and limited types of Officer Involved Deaths. Major Crimes may also assume the role of investigating sexual assault complaints made against on-duty officers. Major Crimes has two separate units, the Investigations Unit and the Forensic Unit. 2. Major Crash Assistance Team (MCAT): MCAT investigates and reconstructs major accidents, usually fatalities. MCAT provides highly technical skills needed for crash investigations. Evanston has a total of four officers assigned. One is a sergeant assigned as Task Force Commander and another officer is assigned as Operations Supervisor. Three of the four are Crash Reconstructionists. 3. Burglary: Burglary performs surveillance and investigations of suspected burglars believed to be operating in at least three of the NORTAF communities. Evanston assigns two officers and a civilian crime analyst to burglary activations. In addition to the 12 northeast Cook County suburbs, burglary has additional Cook County suburbs and Lake County suburbs. Firm is expected to review the following tasks:  Personnel capacity to align technology with policing strategies, implement and install in full, provide sufficient training, maintenance and support, 146 of 208 6 utilize and assess the efficiency of administrative and community service functions  Use of engagement tools to notify targeted neighborhoods of immediate emergencies and share crime prevention information  Use of the Computer Aided Dispatch (CAD) system to support data analysis, identifying crime patterns and trends, information sharing, allocating resources and developing deployment strategies  Workload level of administrative and community services functions using raw data extracted from the CAD system, including considerations of number of responding units needed by call type, location, frequency, public-demand versus officer initiated activities, effect of community policing on discretionary patrol time and the time necessary to conduct proactive police activities, and the actual amount of time necessary to handle police calls and activities from inception to completion  Deployment strategies to areas with high call volume and complaints to alleviate quality-of-life issues while maintaining public safety  Administrative and community service functions performed by the EPD that can be performed by alternative means and / or separate city department  Coordination between the EPD and other city departments and agencies to engage with residents, sustains positive relationships, and connect vulnerable individuals with human and social services  Procedures to manage, monitor and inspect financial and operational performance  Optimal staffing model that accounts for the use of technology and data analysis to support policing strategies  Available staffing levels and compare to supervisory workload based on supervisory duties, administrative duties and call response 147 of 208 Police Department Administrative/Community Services Review, RFP 18-35, M/W/EBE Memo 07.30.2018 To: Wally Bobkiewicz, City Manager Richard Eddington, Chief of Police From: Tammi Nunez, Purchasing Manager Subject: Police Department Administrative/Community Services Review, RFP 18-35 Date: July 30, 2018 The goal of the Minority, Women, and Evanston Business Enterprise Program (M/W /EBE) is to assist such businesses with opportunities to grow. In order to help ensure such growth, the City has established a 25% M/W/EBE subcontracting participation goal for general contractors. However, the Police Department Administrative/Community Services Review precludes subcontracting opportunities. Therefore a waiver is granted. Attached is a full explanation of Hillard Heintze’s due diligence to comply with the M/W/EBE goal. CC: Hitesh Desai, Chief Financial Officer Memorandum 148 of 208 For City Council Meeting of July 30, 2018 Item SP5 Police Chief Recruitment For Action To: Honorable Mayor and Members of the City Council From: Erika Storlie, Assistant City Manager Jennifer Lin, Human Resources Manager Subject: Police Chief Recruitment Vendor and Process Date: July 27, 2018 Staff Recommendation Staff recommends City Council receive regular updates on the Police Chief recruitment process. Livability Benefit: Innovation & Process: Support local government best practices and processes. Summary On July 9, 2018 Police Chief Rich Eddington announced his intent to retire in December 2018. In preparation for that staff reached out to 5 executive search recruitment firms to solicit bids for conducting a nationwide search to fill this position. Three bids were received and the City is moving forward with vendor GovHR (630 Dundee Road, Suite 130, Northbrook, Illinois 60062) with a contract in the amount of $19,500. GovHR will advertise for the position, conduct reference interviews and due diligence on candidates, providing the City with a diverse pool of highly qualified candidates. A main component of the recruitment process will be a facilitated community meeting where residents can provide feedback to the recruiters on what qualities they seek in the next Chief of Police. The vendor will use this feedback to create the recruitment brochure and will ensure that candidates closely align with the values and qualities that the community voiced as important. The meeting will be scheduled soon and is tentatively set for late August. Once the recruitment brochure is complete and the position is posted the process will continue for approximately 60-90 days until a final set of candidates is selected for a second and third round of interviews. The City has previously used GovHR for the recruitment of the Parks, Recreation and Community Services Department Director position, among others, and finds their service and performance to be highly satisfactory. Memorandum 149 of 208 Attachments GovHR Recruitment Proposal 150 of 208 630 Dundee Road, Suite 130, Northbrook, Illinois 60062 Local: 847.380.3240 Fax: 866.401.3100 GovHRUSA.com EXECUTIVE RECRUITMENT • INTERIM STAFFING • MANAGEMENT AND HUMAN RESOURCE CONSULTING July 18, 2018 Ms. Jennifer Lin HR Division Manager City of Evanston 2100 Ridge Ave. Evanston, IL 60201 Dear Ms. Lin: Thank you for the opportunity to provide you with a proposal for the Chief of Police recruitment and selection process for the City of Evanston. GovHR USA (“GovHR”) prides itself on a tailored, personal approach to executive recruitment and selection, able to adapt to your specific requirements for the position. Qualifications and Experience GovHR is a public management consulting firm serving municipal clients and other public-sector entities on a national basis. Our headquarters offices are in Northbrook, Illinois. We are a certified Female Business Enterprise in the State of Illinois and work exclusively in the public sector. GovHR offers customized executive recruitment services and completes other management studies and consulting projects for communities. Please note the following key qualifications of our firm:  Since our establishment in 2009, our consultants have conducted hundreds of recruitments in 29 states, with an increase in business of at least 30% each year. Twenty-eight (28%) of our clients are repeat clients, the best indicator of satisfaction with our services.  Surveys of our clients show that 94% rate their overall experience with our firm as Outstanding and indicate that they plan to use our services or highly recommend us in the future.  Our state of the art processes, including extensive use of social media for candidate outreach and skype interviews with potential finalist candidates, ensure a successful recruitment for your organization.  Our high quality, thorough Recruitment Brochure reflects the knowledge we will have about your community and your organization and will provide important information to potential candidates.  We provide a two-year guarantee for our recruitments. Less than 1% of our clients have had to invoke the guarantee.  The firm has a total of twenty-seven consultants, both generalists and specialists (public safety, public works, finance, parks, etc.), who are based in Arizona, Florida, Illinois, Indiana, Michigan, and Wisconsin, as well as five reference specialists and eight support staff. Our consultants are experienced executive recruiters who have conducted over 600 recruitments, working with cities, counties, special districts and other governmental entities of all sizes throughout the country. In addition, we have held leadership positions within local government, giving us an understanding of the complexities and challenges facing today’s public-sector leaders. 151 of 208 Page 2 GovHR is led by Heidi Voorhees, President, and Joellen Earl, Chief Executive Officer. Ms. Voorhees previously spent 8 years with the nationally recognized public-sector consulting firm, The PAR Group, and was President of The PAR Group from 2006 – 2009. Ms. Voorhees has conducted more than 250 recruitments in her management consulting career, with many of her clients repeat clients, attesting to the high quality of work performed for them. In addition to her 12 years of executive recruitment and management consulting experience, Ms. Voorhees has 19 years of local government leadership and management service, with ten years as the Village Manager for the Village of Wilmette. Ms. Earl is a seasoned manager, with expertise in public sector human resources management. She has held positions from Human Resources Director and Administrative Services Director to Assistant Town Manager and Assistant County Manager. Ms. Earl has worked in forms of government ranging from Open Town Meeting to Council-Manager and has supervised all municipal and county departments ranging from Public Safety and Public Works to Mental Health and Social Services. Consultant Assigned GovHR Vice President’s Joe DeLopez & Lee McCann will be responsible for your recruitment and selection process. Their biographies are attached to this Proposal and their contact information is: Joe DeLopez Vice President GovHR USA LLC Telephone: 773-512-2800 JDelopez@GovHRusa.com Lee McCann Vice President GovHR USA LLC Telephone: 847-951-0886 LMcCann@GovHRusa.com A complete list of GovHR’s clients is available on our website at www.govhrusa.com. Mr. DeLopez & Mr. McCann will be assisted by GovHR’s President, Heidi Voorhees for the outreach portion of the recruitment. Ms. Voorhees recently conducted community engagement meetings, panel interviews and data compilation and analysis for the next Chief of Police for Austin, Texas. References The following references can speak to the quality of service provided by GovHR: Vernon Hills, Illinois (Chief of Police,2017) – Lee McCann & Joe De Lopez John M. Kalmar, AICP Village Manager Village of Vernon Hills 290 Evergreen Drive Vernon Hills, IL 60061-2999 Telephone: 847-918-3550 JohnK@vhills.org Northbrook, IL (Chief of Police, 2017) - Joe DeLopez & Katy Rush (Fire Chief, 2015) – Lee Szymborski (Village Engineer, 2015) – Heidi Voorhees (Chief Information Officer, 2013) – Heidi Voorhees Richard Nahrstadt Village Manager 1225 Cedar Lane Northbrook, IL 60062 152 of 208 Page 3 847-664-4011 Highland Park, IL (Chief of Police, 2017) - Heidi Voorhees (Finance Director, 2014) (Director of Community & Economic Development, 2013) (Director of Public Works, 2012) (City Manager, 2011) (Fire Chief, 2009) Ghida Neukirch City Manager 1707 St. Johns Ave. Highland Park, IL 60035 847-926-1000 gneukirch@cityhpil.com Scope of Work A typical recruitment and selection process takes approximately 175 hours to conduct. At least 50 hours of this time is administrative, including advertisement placement, reference interviews, and due diligence on candidates. We believe our experience and ability to professionally administer your recruitment will provide you with a diverse pool of highly qualified candidates for your Chief of Police search. GovHR clients are informed of the progress of a recruitment throughout the entire process. We are always available by mobile phone or email should you have a question or need information about the recruitment. GovHR suggests the following approach to your recruitment, subject to your requests for modification: Phase I – Position Assessment, Position Announcement and Brochure Development Phase I will include the following steps:  One-on-one or group interviews will be conducted with elected officials, appointed officials, staff, business community representatives and any other stakeholders identified by the client to develop our Recruitment Brochure. The Proposal assumes up to two full days and one night depending upon the client's needs. We can also utilize dedicated email and surveys to obtain feedback from stakeholder groups. Previous clients have invited community leaders to meetings with our consultants; other clients have developed surveys for the community or organization; and some clients request we use a combination of these methods to fully understand community and organizational needs and expectations for the next Chief of Police. We will work closely with you on the format that best meets your needs.  Development of a Position Announcement.  Development of a detailed Recruitment Brochure for your review and approval.  Agreement on a detailed Recruitment Timetable – a typical recruitment takes 90 days from the time you sign the contract until you are ready to appoint the finalist candidate. Phase II – Advertising, Candidate Recruitment and Outreach We make extensive use of social media as well as traditional outreach methods to ensure a diverse and highly qualified pool of candidates. In addition, our website is well known in the local government industry 153 of 208 Page 4 – we typically have 5,000 visits to our website each month. Finally, we develop a database customized to your recruitment and can do an email blast to thousands of potential candidates. Phase II will include the following steps:  Placement of the Position Announcement in appropriate professional online publications. In addition to public sector publications and websites, outreach will include LinkedIn and other private sector resources. We can provide the City with a list of where we intend to place the position announcement, if requested.  The development of a database of potential candidates from across the country unique to the position and to the City of Evanston, focusing on the leadership and management skills identified in Phase I as well as size of organization, and experience in addressing challenges and opportunities also outlined in Phase I. This database can range from several hundred to thousands of names depending on the parameters established for the outreach. Outreach will be done in person, and through e-mail and telephone contacts. GovHR consultants have extensive knowledge of the municipal government industry and will personally identify and contact potential candidates. With more than 600 collective years of municipal and consulting experience among our consultants, we often have inside knowledge about candidates. Phase III – Candidate Evaluation and Screening Phase III will include the following steps:  Review and evaluation of candidates’ credentials considering the criteria outlined in the Recruitment Brochure. Candidates will be interviewed by skype or facetime to fully grasp their qualifications, experience and interpersonal skills. The interviews include asking specific questions about their experiences and skill sets as well as asking questions specific to the Chief of Police. We will ask follow up questions and probe specific areas. By utilizing skype or facetime we will have an assessment of their verbal skills and their level of energy for and interest in the position.  Formal and informal references and an internet/social media search of each candidate will be conducted to further verify candidates’ abilities, work ethic, management and leadership skills, analytical skills, interpersonal skills, ability to interact with the media, and any areas identified for improvement.  All résumés will be acknowledged and contacts and inquiries from candidates will be personally handled by GovHR, ensuring that the City of Evanston’s process is professional and well regarded by all who participate. Phase IV – Presentation of Recommended Candidates Phase IV will include the following steps:  GovHR will prepare a Recruitment Report that presents the credentials of those candidates most qualified for the position. You will advise us of the number of reports you will need for the individuals involved in this phase of the recruitment and selection process. We provide a binder which contains the candidate’s cover letter and résumé. In addition, we prepare a “mini” résumé for each candidate, so that each candidate's credentials are presented in a uniform way. GovHR will provide you with a log of all candidates who applied. You may also review all the résumés, if requested. 154 of 208 Page 5  GovHR will meet with you on-site to review the Recruitment Report and expand upon the information provided. The report will arrive two to three days in advance of the meeting, giving you the opportunity to fully review it. In addition to the written report, we will spend 2 to 3 hours discussing the candidates by reviewing their skype interviews and providing excerpts from the references we will have conducted on the individuals. Phase V –Interviewing Process Phase V will include the following steps:  After the Recruitment Report is presented, the Interviewing Process will be finalized including the discussion of any specific components you deem appropriate, such as a writing sample or oral presentation.  GovHR will develop the first and second round interview questions for your review and comment. GovHR will provide you with interview books that include the credentials each candidate submits, a set of questions with room for interviewers to make notes, and evaluation sheets to assist interviewers in assessing the candidate’s skills and abilities.  GovHR will work with you to develop an interview schedule for the candidates, coordinating travel and accommodations. In addition to a structured interview with the City, the schedule will incorporate a tour of City of Evanston’s facilities and interviews with senior staff, if the City so desires.  Once candidates for interview are selected, additional references will be contacted, along with verification of educational credentials, criminal court, credit, and motor vehicle and records checks.  GovHR recommends a two-step interviewing process with (typically) five or six candidates interviewed in the first round. Following this round, we strongly suggest that two or three candidates are selected for second round interviews. Again, we will prepare a second round of interview questions and an evaluation sheet.  GovHR consultants will be present for all the interviews, serving as a resource and facilitator. Phase VI – Appointment of Candidate  GovHR will assist you as much as you request with the salary and benefit negotiations and drafting of an employment agreement, if appropriate.  GovHR will notify all applicants of the final appointment, providing professional background information on the successful candidate. Optional Assessment Center If desired, GovHR will perform an Assessment Center for candidates selected for interview as part of the selection process. An Assessment Center is a very useful tool for evaluating the strengths, weaknesses and skills and abilities of the City of Evanston’s next Chief of Police. GovHR consultants will prepare all the related documents and scoring sheets for a choice of any of three (3) of the following exercises to be completed on the Assessment Center day: • In-Basket Exercise • Written/Oral Presentation Exercise • Leaderless Group Exercise 155 of 208 Page 6 • Structured Interview • Budget Analysis Exercise • Personnel Issues Exercise • Other exercise of the Client’s choosing Leadership/Personality Assessments GovHR has experience working with a wide variety of leadership and personality assessment tools, depending on the qualities and experiences the client is seeking in their candidates. These include but are not limited to Luminaspark, Caliper, DISC and others. Typically these tools cost $300 per candidate to administer. This fee is not included in our proposal. Optional 360° Evaluation As a service to the City of Evanston, we offer the option to provide you with a proposal for a 360° performance evaluation for the appointed Chief of Police at about six months into his or her employment. This evaluation will include seeking feedback from both Elected Officials and Department Directors, along with any other constituent the City feels would be relevant and beneficial. This input will be obtained on a confidential basis with comments known only to the consultant. If you are interested in this option, GovHR USA will prepare a proposal for this service. Recruitment Schedule A detailed recruitment schedule will be provided in Phase I. The recruitment and selection process typically takes 90 days from the time the contract is signed until the candidate is appointed. We can work with you on a shorter process, should you so desire. Our typical recruitment process includes the following milestones and deliverables:  Weeks 1 - 2 On-site interviews of City officials and staff, development and approval of recruitment brochure Deliverable: recruitment brochure  Weeks 3 - 8 Placement of professional announcements; candidate identification, screening, interview and evaluation by consultant  Week 9 Consultant recommendation to the City of qualified candidates Deliverable: recruitment report  Week 10 Selection of candidate finalists by the City; additional background and reference checks, report preparation and presentation Deliverable: interview reports including suggested questions and evaluation sheets  Weeks 11-12 Interviews of selected finalist candidates; recommendation of final candidate; negotiation, offer, acceptance and appointment 156 of 208 Page 7 Summary of Costs Price Recruitment Fee: $14,000 Recruitment Expenses: (not to exceed)  Expenses include consultant travel, postage/shipping, telephone, support services, candidate due diligence efforts. copying etc. 3,000 Advertising: *Advertising costs over $2,500 will be placed only with client approval. If less than $2,500, Client is billed only for actual cost. 2,500* Total: $19,500** **This fee does not include travel and accommodations for candidates interviewed. Recruitment brochures are produced as electronic files. Printed brochures can be provided, if requested, for an additional cost of $900. The above cost proposal is predicated on four consultant visits to the City; the first for the recruitment brochure interview process (up to two full days and one night, depending upon the client’s needs; if additional days are needed they will be billed at $500 per half day and $950 for a full day, plus additional hotel charges, if required); the second to present recommended candidates; and the third and fourth for the candidate interview process (second round interviews are often scheduled a week or so following the first round interviews). Any additional consultant visits requested by the City will be billed at $125/hour; $500 for a half day and $950 for a full day. The additional visits may also result in an increase in the travel expenses and those expenses will be billed to the client. Optional Assessment Center Fee: $6,000* *The fee for the Assessment Center is $6,000. The fee assumes that the Assessment Center will be held on one day and be limited to no more than five candidates. For each additional candidate, the fee will increase by $750. The fee includes the preparation and cost of the Assessment Center material, and a written report outlining the findings of the Assessment Center as reported by the Assessors. We will assist the City of Evanston in selecting three (3) professionals from outside the organization to serve as Assessors in evaluating each candidate’s strengths and weaknesses. The City will be responsible for paying a $500 stipend to each Assessor (and possibly mileage for the assessors). The Assessment Center fee does not include lodging, travel and meal expenses for the GovHR facilitator(s) to be on-site for the Assessment Center. Actual expenses will be billed in addition to the $6,000. If the City chooses to add the Assessment Center option, the fees and expenses for this will be billed separately. Payment for Fees and Services Professional fees and expenses will be invoiced as follows: 1st Payment: 1/3 of the Recruitment Fee (invoice sent upon acceptance of our proposal). 157 of 208 Page 8 2nd Payment: 1/3 of the Recruitment Fee and expenses incurred to date (invoice sent following the recommendation of candidates). Final Payment: 1/3 of the Recruitment Fee and all remaining expenses (invoice sent after recruitment is completed). Recruitment expenses and the costs for printing the Recruitment Brochure will be itemized in detail. Payment of invoices is due within thirty (30) days of receipt (unless the client advises that its normal payment procedures require 60 days.) Philosophy Executive search is an important decision-making process for an organization and our primary goal is to provide our client with the information to make the best hiring decision. Our firm’s executive recruitment philosophy embraces a professional process of integrity, trust, and respect toward all parties involved, and complete commitment toward meeting the expressed needs and desires of our client. All of our services are handled by principals of the firm who have established and well-regarded reputations in the search field, as well as actual operating experience in the public management fields in which they now consult. Each has impeccable professional credentials and unblemished personal reputations. Keeping both our client and prospective candidates informed on the status of the recruitment on a regular basis is also an important part of our recruitment process. Our work is carried out in an open manner with particular attention given toward seeking out critical factors of a client’s organization and governance, and utilizing such information respectfully and discreetly in seeking out candidates who truly have the ability to meet the expectations and needs of the client—working strenuously in developing a fully qualified, “best match” candidate pool for client consideration. Our process includes assistance in the critical final interview and selection phases of the recruitment, and availability to both client and candidate for months following the appointment. Our process was developed and refined over the years to meet the special, and often unique, needs and circumstances facing our local government, public management, and related not-for-profit clients. GovHR Guarantee It is the policy of GovHR to assist our clients until an acceptable candidate is appointed to the position. Therefore, no additional professional fee would be incurred should the City not make a selection from the initial group of recommended candidates and request additional candidates be developed for interview consideration. Additional reimbursable expenses may be incurred should the situation require consultant travel to City of Evanston beyond the planned four visits. Upon appointment of a candidate, GovHR provides the following guarantee: should the selected and appointed candidate, at the request of the City or the employee’s own determination, leave the employ of the City within the first 24 months of appointment, we will, if desired, conduct one additional recruitment for the cost of expenses and announcements only, if requested to do so within six months of the employee’s departure. In addition, in accordance with the policy of our firm as well as established ethics in the executive search industry, we will not actively recruit the placed employees for a period of five years. Why Choose GovHR? We ask you to consider the following as you deliberate:  We are a leader in the field of local government recruitment and selection with experience in more than 24 states, in communities ranging in population from 1,000 to 1,000,000. More than 28% of 158 of 208 Page 9 our clients are repeat clients showing a high level of satisfaction with our work. We encourage you to call any of our previous clients.  We are committed to bringing a diverse pool of candidates to your recruitment process. We network extensively with state, city and county management associations, attending more than 20 state and national conferences each year. In addition, we support and attend the meetings of Women Leading Government, the International Hispanic Network, the California Network of Asian Public Administrators, and the National Forum for Black Public Administrators.  We conduct comprehensive due diligence on candidates. Before we recommend a candidate to you, we will have interviewed them via Skype, conducted reference calls, and media and social media searches. Our knowledge of local government ensures that we can ask probing questions that will verify their expertise.  We are your partners in this important process. You are welcome to review all the resumes we receive, and we will share our honest assessment of the candidates.  Our goal is your complete satisfaction. We are committed to working with you until you find the candidate that is the best fit for your position. We believe we have provided you with a comprehensive proposal; however, if you would like a service that you do not see in our proposal, please let us know. We can most likely accommodate your request. This proposal will remain in effect for a period of six months from the date of the proposal. We look forward to working with you on this recruitment and selection process! Sincerely, Heidi J. Voorhees President GovHR USA Attachment: Consultant Biography ACCEPTED BY THE CITY OF EVANSTON, ILLINOIS BY: TITLE: 159 of 208 Page 10 CONSULTANT BIOGRAPHIES JOSEPH A. DE LOPEZ Vice President Joseph A. De Lopez is a Vice President with GovHR USA, and an experienced and professional public safety executive and consultant. He has over 41 years of progressively responsible experience covering the spectrum of police management, to include administration, policy development, training, organizational analysis, security risk assessment, expert witness testimony and executive screening activities. He was formerly the Vice Chancellor for Safety and Security for the City Colleges of Chicago. He was hired by the City Colleges in 2011 to coordinate the centralization and re-organization of the Office of Safety and Security. The City College of Chicago system is comprised of eight primary locations and six satellite locations serving a student population of approximately 120,000. These campuses are located throughout metropolitan Chicago, and are as diverse as the city itself. The Office of Safety and Security provides all the public safety needs of the City College system through the employment of a combination of off-duty and retired members of the Chicago Police Department, the Illinois State Police Department and the Cook County Sheriff’s Department. As Vice Chancellor, Mr. De Lopez developed a plan to transition the Office of Safety and Security to a State Certified Police Department. He also implemented procedures to standardize and integrate security technology solutions, and implemented numerous programs and policies to enhance the safety on all of the campuses. Mr. De Lopez also served as the Chief of Police in Winnetka, Illinois, a community of 12,500 residents 14 miles from downtown Chicago along the shores of Lake Michigan. He was hired as Chief in March of 2002. The Winnetka Police Department had a complement of 36 personnel, and a total budget of approximately $6.3 million. The Department has been nationally accredited by the Commission on Accreditation for Law Enforcement Agencies. During his tenure as Chief in Winnetka, De Lopez re-organized the Police Department, enhanced training of his personnel through a collaborative effort with Oakton Community College and the Northeastern Illinois Public Training Academy (NIPSTA), where he served in roles as President, Vice-President and as an Officer of the NIPSTA Foundation. Mr. De Lopez also had a distinguished 31 year career with the Chicago Police Department, rising through the ranks to become Deputy Superintendent. As the Deputy Superintendent of the Bureau of Technical Services for the Chicago Police Department Mr. De Lopez commanded a bureau that was comprised of the police department’s Communication Division, Electronics and Motor Maintenance Division, Evidence and Recovered Property Section, and General Support Division. His duties included coordinating police communications issues and needs with the Chicago Office of Emergency Communications, which included the city’s Alternate Response Program. Mr. De Lopez has also been qualified as an expert witness in Federal Court for police operations and administrative matters, and has served as a promotional and executive search assessor for the International Association of Chiefs of Police, Metro Dade Police Department, Illinois State Police, Cook County Department of Personnel, and the Chicago Police Department. Professional Education, Training and Instruction • Bachelor’s degree in Management, University of Illinois at Chicago, IL • Master’s degree in Criminal and Social Justice, Lewis University, IL • Police Administration at the Traffic Institute of Northwestern University • Senior Management Institute for Police in Boston • Northwestern University’s Executive Management Program 160 of 208 Page 11 • City of Chicago Intergovernmental Executive Development Program • Federal Bureau of Investigation Law Enforcement Executive Development Program (LEEDS) Memberships and Affiliations • Former President for Northeastern Illinois Public Safety Training Academy (NIPSTA) • NIPSTA Foundation Board of Directors • International Association of Chiefs of Police • Illinois Association of Chiefs of Police • Illinois Police Association Awards • Numerous Professional, Civic and Community Awards Local Government Professional Background: Over 41 years of police management, administration, policy development, training, expert witness testimony and executive screening activities • Senior Security Consultant, Elert & Associates 2013-Present • Vice Chancellor, City Colleges of Chicago 2011-2013 • Chief of Police, Village of Winnetka, IL 2002-2009 • Deputy Superintendent and various Command Positions, Chicago Police Department 1971-2002 LEE McCANN Vice President Lee McCann is a Vice President – Midwest Region for GovHR USA, and has over 36 years of active public safety experience. He works on executive search and general management consulting projects. Following his honorable discharge from the United States Army, Mr. McCann began his career in local law enforcement as a patrol officer in Evergreen Park, Illinois. He rose through the ranks of that agency, attaining the highest merit position, Lieutenant, in less than ten years. In 1982 he was named Chief of Police in Buffalo Grove, Illinois and served as Chief of Police in Buffalo Grove & Skokie, Illinois for the next 23 years. While serving in Buffalo Grove, he led the police department in becoming one of the first 50 law enforcement agencies in the nation to be accredited. Mr. McCann accepted numerous leadership roles with intergovernmental agencies during his tenure as Chief of Police. He helped found and manage the Lake County (Illinois) Major Crimes Task Force, served as Chairman of the Executive Committee of the Northwest Central Dispatch System and was President of the Northern Illinois Police Crime Laboratory. He was Secretary of the Executive Board of the Northwest Police Academy for ten years, and was also President of the Northern Illinois Police Alarm System - a mutual aid organization that provides manpower and other specialized services to member agencies during disaster and other emergency situations. During the five years he served as President of this organization, Mr. McCann oversaw a 100% growth in membership to over 80 law enforcement agencies serving a population of approximately 1,000,000 people. Mr. McCann's consulting experience includes general police management studies, executive search & recruiting assignments, and service as on-site assessment team leader for the Commission on Accreditation for Law Enforcement Agencies since 1987. He also is a member of several professional organizations and has served on the governing boards of civic and charitable organizations such as OMNI Youth Services, United Way and as chairman of the Regional Action Planning Project, a local initiative to suppress street gang activity. 161 of 208 Page 12 Mr. McCann is a graduate of the F.B.I. National Academy, the Illinois Law Enforcement Executive Institute, and Chicago State University. Professional Education, Training and Instruction • FBI National Academy • Illinois Law Enforcement Executive Institute • Chicago State University Memberships and Affiliations • Helped found and Manager - Lake County (Illinois) Major Crimes Task Force • Former Chairman of the Executive Committee of the Northwest Central Dispatch System • Former President of the Northern Illinois Police Crime Laboratory • Former Secretary of the Executive Board of the Northwest Police Academy • Former President of the Northern Illinois Police Alarm System • Former Governing Boards of OMNI Youth Services • Former Governing Board of United Way • Former Chairman of the Regional Action Planning Project Local Government Professional Background Over 36 years of active public safety experience • Chief of Police, Skokie, IL • Chief of Police, Buffalo Grove, IL • Lieutenant and Various Command Positions, Evergreen Park, IL HEIDI J. VOORHEES President Heidi Voorhees is the president and co-owner of GovHR USA, and possesses more than 30 years of collective experience working in local government. She has served as both a municipal leader and partner with local governments and nonprofits, handling executive search and management consulting. Heidi’s exceptional communication style and lasting relationships have positioned her as a widely-respected leader in her field across the U.S. She is deeply focused on understanding the culture of each organization that GovHR USA serves. Executive searches conducted by Heidi for GovHR USA are uniquely tailored around clients, and achieved through consensus-building and decision making with a wide range of community leaders. This in-depth and thorough consulting method sets Heidi apart from others in her industry; she leads executive talent searches that expertly identify imperative skill-sets, and provide a robust match for core values and professional environment. The crucial ability to understand the needs, challenges and perspectives within clients’ organizations are ingrained in Heidi’s fundamental strengths; she works in a highly-effective manner with elected and appointed officials to assist them in making critical personnel decisions. Through this exemplary approach, she understands the intricacies that exist within organizations and communities. Realizing the importance of her clients’ human resource and executive management needs, Heidi works tirelessly to advise and consult, so that she can strategically connect the best talent available with her clients. 162 of 208 Page 13 Heidi is extremely passionate about her commitment to advancing women and minorities in local government, which is also a strong emphasis of GovHR USA. She believes in conducting extensive outreach in the search for talented individuals which results in highly qualified candidates from all backgrounds. Professional Education, Training and Instruction • Bachelor of Science degree in Political Science, Illinois State University, IL • Master’s degree in Public Affairs from the School of Public and Environmental Affairs, Indiana University, IN • Fellow at Eli Lilly State and Local Government Fellowship Program • Distinguished Alumnus Professional Development and Speaking Engagements • Trainer/Speaker on Recruitment Selection: Legacy Project Annual Conference, International City and County Management Association annual conference, Illinois City and County Management Association (ILCMA) conference, Wisconsin City and County Management Association conference, Michigan Municipal Executives, Ohio City and County Management Association, American Public Works Association–Chicago Metro Chapter, Illinois Association of Municipal Management Assistants, Northern Illinois University Civic Leadership Program, and Great Lakes Leadership Academy • Former Adjunct Instructor: Center for Public Safety, Northwestern University Campus • Former Instructor: Master’s Degree Program in Public Policy and Administration, Northwestern University • Former Trainer: Executive Management Program on Management, Community Relations, and Organizational Culture for Law Enforcement Memberships and Affiliations • Co-founder of The Legacy Project, an organization dedicated to advancing women in Illinois local government • Chicago Metropolitan Managers’ Association, Past Board Member • Illinois City and County Management Association (ILCMA), Past Board Member • International City and County Management Association (ICMA), Member • Leadership Greater Chicago Program, Past Participant • Active Rotarian for 26 years, Charter Member for Wilmette Harbor Rotary Local Government Professional Background: 19 Years of Local Government Leadership and Management • Village Manager, Village of Wilmette, IL 1990-2001 • Assistant Village Manager, Village of Wilmette, IL 1986-1990 • Assistant to the Village Manager, Village of Schaumburg, IL 1984-1986 • Budget Analyst, City of Kansas City, MO 1983-1984 • Cookingham-Noll Fellow, City of Kansas City, MO 1982-1983 163 of 208 For City Council meeting of July 30, 2018 Item SP6 Affordable Housing Work Plan Updates For Action: Accept and Place on File To: Honorable Mayor and Members of the City Council From: Johanna Leonard, Community Development Director Sarah Flax, Housing and Grants Administrator Savannah Clement, Housing Policy and Planning Analyst Subject: Affordable Housing Work Plan Progress to Date Date: July 26, 2018 Recommended Action: Staff submits a report to City Council with updates on the Inclusionary Housing Ordinance Subcommittee, other sources of revenue for the Affordable Housing Fund, the rental of accessory dwelling units, the three-unrelated occupancy rule, landlord- tenant services, the Landlord Rehabilitation Assistance Program and a housing plan scope of work. Funding Source: N/A Livability Benefits: Built Environment: Support housing affordability; provide compact and complete streets and neighborhoods; and Equity & Empowerment: Ensure equitable access to community benefits, and support poverty prevention and alleviation. Summary: Inclusionary Housing Ordinance Subcommittee The Subcommittee met on January 17th, February 7th, and July 24th. In the July 24th meeting, Subcommittee members reviewed and discussed revisions to the Inclusionary Housing Ordinance. It will meet one more time in late August to finalize revisions to the IHO, before the updated version is sent to City Council for discussion and approval in September. Staff will provide an overview of the revisions at the July 30th City Council meeting. Additionally, the City hosted a Housing Finance Workshop Panel Presentation on May 30, 2018 to provide clarity around the opportunities and challenges with developing multifamily rental and inclusionary housing. The presentation and video recording are provided as resources for residents to access on the City’s website. Memorandum 164 of 208 Sources of Revenue for the Affordable Housing Fund In addition to discussing revisions to the Inclusionary Housing Ordinance, the IHO Subcommittee is tasked with reviewing additional funding sources for the Affordable Housing Fund. At the July 24th meeting, the Subcommittee discussed various methods for generating new, steady streams of revenue. Alderman Wilson, chair of the Subcommittee, requested that staff add sources of revenue to the July 30th City Council agenda for discussion. More information on potential funding sources can be found in the attachments. Rental of Coach Houses/Accessory Dwelling Units City Council approved the rental of coach houses to non-family members at its meeting on May 14, 2018. Since then, Community Development staff have been working with Property Standards and Public Works staff to establish a process to identify, inspect, determine occupancy, and register existing coach houses/accessory dwelling units. Staff anticipates opening the annual rental registration for existing coach houses and ADUs in the third quarter of 2018. In addition, staff has proposed undertaking a comprehensive review of the zoning code to facilitate the development of new accessory dwelling units in order to create more housing options for older adults, people with disabilities and families. Staff is working with the Metropolitan Mayors Caucus on an AARP grant, “Granny Flat Academy,” to provide community education and engagement about ADUs, with the goal of developing a draft ADU ordinance for joint review by the Plan Commission and the Housing and Homelessness Commission. The draft ordinance could follow the AARP Model State Act and Local Ordinance provided to City Council on April 30, 2018. Occupancy 3-Unrelated Staff seeks direction on next steps to address the occupancy limit for residential dwelling units of no more than three unrelated persons. At its meeting on October 30, 2017, City Council referred this to the Planning and Development Committee. At its meeting on January 8, 2018, the Planning and Development Committee requested a white paper on rooming houses. At the January 29 and April 30 City Council meetings, the need to address occupancy standards was discussed. The item was referred to the Planning and Development Committee for discussion on May 14th, and was held in Committee. Landlord-Tenant Services The City issued a Request for Applications (RFA) for landlord-tenant services on June 28, 2018. Staff expects to bring a recommendation for a 12-month contract to the Housing and Homelessness Commission, followed by City Council, for approval in September. The 12-month contract would begin on October 1, 2018. Landlord Rehabilitation Assistance Program City Council approved funding and guidelines for a pilot Landlord Rehabilitation Assistance Program (LRAP) on March 12, 2018. Staff is working to finalize the program agreement, and has had initial conversations with landlords interested in the program. 165 of 208 Affordable Housing Plan Scope of Work At its April 30th meeting on affordable housing, City Council directed staff to develop a scope of work for the Housing and Homelessness Commission in the development of a comprehensive housing plan. Staff proposes using the six planning principles in the American Planning Association’s Policy Principles for the Nation’s Housing Crisis as a framework for the City’s Affordable Housing Plan. In addition, staff proposes seeking technical assistance from CMAP, MPC and the Metropolitan Mayors Caucus through their Homes for a Changing Region. The targeted completion date for a draft plan is March 31, 2019. More information can be found in the attached memo and draft outline. Staff seeks direction on next steps from City Council. Attachments: ● AHF sources of revenue memo with attachments ● Affordable housing plan scope of work memo with attached outline ● Affordable housing updates chart 166 of 208 For City Council meeting of July 30, 2018 Attachment to Item SP6 Additional funding sources for Affordable Housing Fund For Discussion To: Honorable Mayor and Members of the City Council From: Johanna Leonard, Community Development Director Sarah Flax, Housing and Grants Administrator Savannah Clement, Housing Policy and Planning Analyst Subject: Additional possible sources of revenue for Affordable Housing Fund Date: July 26, 2018 Recommended Action: Staff has provided in this memorandum potential methods for increasing revenue for the Affordable Housing Fund, for discussion. Funding Source: N/A Livability Benefits: Built Environment: Support housing affordability; provide compact and complete streets and neighborhoods; and Equity & Empowerment: Ensure equitable access to community benefits, and support poverty prevention and alleviation. Summary: In addition to recommending revisions to the Inclusionary Housing Ordinance to improve its effectiveness at generating on-site affordable units, the IHO Subcommittee is tasked with evaluating ways to generate additional revenue for the Affordable Housing Fund to fund strategies to address affordable housing needs. Currently, Affordable Housing Fund revenues are from the demolition tax on residential properties and developer contributions from projects that were approved before and after the 2016 amended Inclusionary Housing Ordinance. Building Permit Fees One method the City could examine is increasing the building permit fees to generate revenue for the Affordable Housing Fund. The City’s revenue from building permits varies from year to year. From 2014-2017, the City received an average of $7.3 million each year from building permits. There are several different types of permits and fees, and fees are calculated differently depending on the valuation of the project. Some of the permit fees were increased in 2017. Ordinance 125-O-17 provides in depth Memorandum 167 of 208 2 guidance on the City’s permit fee schedule (attached). If, for example, the City raised the permit fees by 5% across the board that would result in approximately $365,000 of additional revenue each year for the Affordable Housing Fund (based on the $7.3 million average).This fee would be waived on IHO covered developments and non- covered developments that meet or exceed the requirements of the IHO. Assessing a fee for affordable housing on developments that are not covered by the IHO and do not provide affordable housing would more equitably spread the costs of providing affordable housing among all types of development. Increase Demolition Tax Currently, the City charges $10,000 when a housing unit is demolished or $3,000 per unit for multi-family structures, whichever is greater. This tax is one of the existing funding sources for the Affordable Housing Fund. Still, demolitions in Evanston are infrequent and do not generate substantial or consistent amounts of revenue.. Over the past several years, the City has received an average of approximately $50,000 per year from demolitions. The demolition tax has not been increased since its inception in 2006. The City could increase it in order to produce some additional revenue from this source. Consideration could be given to varying the amount of the tax based on what is being constructed following demolition, e.g., if a modest single family house is demolished and replaced by a significantly larger home, the tax would be higher than if replaced by a house of similar size. Hotel/Motel Tax The City could examine raising the hotel/motel tax, which is presently set at 7.5%. The revenue from this tax was used to fund the Economic Development Fund but now goes into the General Fund. If the City increased the tax, the additional revenue generated could be directed to the Affordable Housing Fund. Short-term Rental/Airbnb Tax San Diego recently instituted an affordable housing fee of $3.96 for whole home short- term rentals and $2.73 for those renting out a room in their homes while they are present. This is in addition to a $949 annual licensing fee for whole home short-term rentals that will be used to fund new code enforcement positions. The rationale for a tax on short-term rental of dwelling units is that it exacerbates the shortage of housing units and drives up costs for permanent residents. Attachments: ● Affordable Housing Fund 2017 Revenues and Expenses, 2018 Commitments ● Revenue from building permits 2014-2017 ● 125-O-17 Permit Fee Schedule 168 of 208 Cash 1,138,352.94$ Investments 369,293.94$ Total Cash*1,507,646.88$ Revenues 2017 Budget FY2017 Actual FY2018 Budget Loan Repayment 5,600.00$ 8,055.51$ 5,600.00$ Demolition Tax 50,000.00$ 97,000.00$ 50,000.00$ Developer Contribution**125,000.00$ 325,000.00$ 325,000.00$ Investment income/interest 230.00$ 5,622.88$ 230.00$ Total Income 180,830.00$ 435,678.39$ 380,830.00$ Expenses 2017 Committed Expenses 2017 Expended estimated 2018 Budget Staff salaries & benefits 63,452.00$ 63,452.00$ 92,963.00$ HMIS grant 18,500.00$ 18,500.00$ 18,500.00$ Landlord-Tenant Services 40,500.00$ 40,500.00$ 41,000.00$ IHO Waitlist Management 20,778.00$ 10,389.00$ 31,389.00$ CPAH 2-unit rental project 314,491.00$ 165,000.00$ 149,491.00$ Handyman Program 50,000.00$ 21,187.64$ 28,812.36$ Senior Bridge housing 10,000.00$ -$ 10,000.00$ Emergency Hotel Stays 17,500.00$ 3,797.50$ 13,702.50$ 2005 Grey Ave acquisition 48,000.00$ 47,007.97$ -$ Title searches - NCB properties 8,000.00$ 6,246.95$ 5,000.00$ Other program costs 2,500.00$ 642.34$ 28,442.14$ Total Expenses 593,721.00$ 376,723.40$ 419,300.00$ **Resolution 40-R-15 designated the $400,000 donation to AHF from 1571 Maple Ave development for acquisition of housing units in the City's downtown districts as affordable rental by a non-profit housing developer. First payment of $200,000 was received in 2017 and the second payment is anticipated in 2018. *Includes $305,627.96, the City's share of the assets of the Evanston Housing Corporation that was dissolved in 2017. AHF Cash Balance - December 31, 2017 CITY OF EVANSTON AFFORDABLE HOUSING FUND January 16, 2018 (unaudited) 2017 Revenues & Expense and 2018 Commitments 169 of 208 Permit Type Year 2014 Year 2015 Year 2016 Year 2017 Total Percent Average Percent Accessory Structure 42,732.27$ 74,816.89$ 42,183.22$ 45,414.82$ 205,147.20$ 0.70%51,286.80$ 0.70%0.70% Addition Commercial 134,928.10$ 80,231.28$ 1,835,869.96$ 1,214,307.44$ 3,265,336.78$ 11.15%816,334.20$ 11.15% Addition Residential 642,907.58$ 310,800.22$ 190,414.28$ 406,996.00$ 1,551,118.08$ 5.30%387,779.52$ 5.30% New Commercial 4,095,453.49$ 1,657,451.13$ 4,590,915.41$ 2,486,767.51$ 12,830,587.54$ 43.81%3,207,646.89$ 43.81% New Residential 1,109,571.88$ 245,687.89$ 185,199.95$ 95,753.68$ 1,636,213.40$ 5.59%409,053.35$ 5.59% Remodel Exterior 730,658.43$ 474,763.79$ 623,954.24$ 372,147.11$ 2,201,523.57$ 7.52%550,380.89$ 7.52% Remodel Interior Only - Commercial N/A N/A N/A 263,266.43$ 263,266.43$ 0.90%65,816.61$ 0.90% Remodel Interior Only 1,166,262.80$ 2,315,525.42$ 1,425,216.85$ 1,861,426.70$ 6,768,431.77$ 23.11%1,692,107.94$ 23.11% Remodel Kitchen-Bath 134,443.41$ 107,460.87$ 153,978.85$ 168,009.83$ 563,892.96$ 1.93%140,973.24$ 1.93% Total Permit Fees Collected 8,056,957.96$ 5,266,737.49$ 9,047,732.76$ 6,914,089.52$ 29,285,517.73$ 100.00%7,321,379.43$ 100.00%100.00% 49.40% 33.45% 16.45% 2014-2017 Permit Fees by Permit Types for New Building Construction or Remodeling Existing Building 170 of 208 171 of 208 172 of 208 173 of 208 174 of 208 175 of 208 176 of 208 177 of 208 178 of 208 179 of 208 180 of 208 181 of 208 182 of 208 183 of 208 184 of 208 185 of 208 186 of 208 187 of 208 188 of 208 For City Council meeting of July 30, 2018 Item Affordable Housing Plan Scope of Work For Discussion To: Honorable Mayor and Members of the City Council From: Johanna Leonard, Community Development Director Sarah Flax, Housing and Grants Administrator Savannah Clement, Housing Policy and Planning Analyst Subject: Affordable Housing Plan Scope of Work Date: July 26, 2018 Recommended Action: The Housing and Homeless Commission and staff seek direction on next steps on the development of an affordable housing plan, based on the information provided below and the attached draft scope of work outline. The targeted completion date for the plan is March 31, 2019. Funding source: Funding for external costs relating development of the plan would be from the Affordable Housing Fund, 250.21.5465.62490, Other Program Costs. The Affordable Housing Fund has an uncommitted balance of approximately $600,000. Livability Benefits: Built Environment: Support housing affordability; Equity & Empowerment: Ensure equitable access to community benefits, and support poverty prevention and alleviation. Discussion: To address the 2018 City Council goal to Expand Affordable Housing Options, staff undertook a comprehensive review of housing in Evanston that is affordable to households with incomes ≤ 120% of the area median income (AMI), researched strategies to develop housing options and proposed a wide range of strategies to address unmet housing needs. Initiatives underway or in development include: rental of coach houses to non-family members of the occupants of the primary dwelling unit, revising the Inclusionary Housing Ordinance to more effectively generate on-site units, zoning changes for Accessory Dwelling Units and small lot homes, and additional sources of revenue for the Affordable Housing Fund. At its April 30 meeting on Memorandum 189 of 208 Page 2 affordable housing, Council directed staff to develop a scope of work for the Housing and Homelessness Commission in the development of a comprehensive housing plan. Staff proposes using the six planning principles in the American Planning Association’s Policy Principles for the Nation’s Housing Crisis as a framework for the City’s Affordable Housing Plan. These strategies acknowledge that solving the affordable housing crisis is beyond the capacity of individual municipalities, and are intended to break down local, state and federal barriers to more housing choice. See attached scope of work. The City’s recent affordable housing and homelessness plans, 2009 Plan for Affordable Housing and 2012 Heading Home: Working to End Homelessness, were developed over an almost two-year period by task forces appointed by the Mayor. Because substantial background information and strategy development for a comprehensive housing plan is contained in the Affordable Housing White Paper, Needs Assessment, and memos on individual housing strategies provided since October 2017, staff proposes seeking technical assistance from CMAP, MPC and the Metropolitan Mayors Caucus through Homes for a Changing Region for sub-regional and local housing planning to municipalities in their service area to conduct the remaining research and draft the plan with a completion date of March 31, 2019. Staff expects to be able to determine whether or not CMAP has the capacity to assist with development of a plan by September 30, 2018. If not, a consultant would be contracted for this work. A steering committee of housing experts, HHC, community members and stakeholders could be formed to oversee the planning process. Community buy-in and support is key to the success of any plan to address affordable housing needs in Evanston. The primary role proposed for the Housing and Homeless Commission in the development of the City’s Affordable Housing Plan is to inform and engage residents and stakeholders throughout its development. A variety of strategies could be used to accomplish this, including public meetings on specific topics similar to the Housing Finance Panel Presentation held on May 30, 2018. Topics could be included on the monthly HHC agenda or in special meetings held in place of or in addition to standing monthly meetings.  Example: MMC recently received a grant from AARP’s Community Challenge to provide “Granny Flat Academies” in municipalities that are developing ordinances to facilitate development of Accessory Dwelling Units. HHC could take the lead in organizing this, working with MMC and staff.  Illinois Housing Development Authority Communications and Community Outreach staff will tailor a presentation about the range of grants and programs in the IHDA Toolbox designed to address different housing challenges, from understanding Low Income Housing Tax Credits to homebuyer programs. Attachment: Affordable housing plan scope of work outline 190 of 208 CITY OF EVANSTON AFFORDABLE HOUSING PLAN DRAFT SCOPE OF WORK Plan Structure: Use the American Planning Association’s six principles provided in its Action Agenda to guide planners, developers, policy makers, and advocates in addressing Evanston’s critical housing issues:  Modernize State Planning Laws: Update state laws to promote local planning efforts and provide housing resources to solve our most pressing affordability challenges.  Reform Local Codes: Modernize codes and rules to respond to the growing need for more housing — no matter the type or cost.  Promote Inclusionary Growth: Provide everyone with a fair opportunity to access affordable housing and economic prosperity, while addressing the effects of gentrification.  Remove Barriers to Multifamily Housing: Adopt local plans that not only expand family housing choices but also make them easier and more affordable to access.  Turn NIMBY into YIMBY: Transform community engagement and involve everyone in the planning process from the start.  Rethink Finance: Promote innovative thinking about how to fund affordable housing in the future. With these policy principles, the City can advance strategies that will allow it to address changing demographics and needs. The following strategies provided by the APA are intended to break down local, state and federal barriers to more housing choice:  Remove INSTITUTIONAL BARRIERS in zoning codes, funding programs and lending practices;  Ensure AFFORDABILITY by facilitating the production of housing at all price points;  Promote DIVERSITY by producing a wide variety of housing types and formats;  Ensure EQUITY in the distribution of affordable units; and  Ensure adequate FUNDING from both public and private sources. Plan Components and target dates:  Background – October 31, 2018: o Progress against goals of 2009 Plan for Affordable Housing and 2011 Heading Home: Working to End Homelessness o Needs assessment by market segment (current and projected)  Strategies by market/income segment with unit/HH targets – October 31, 2018  Draft recommendations for input from residents and stakeholders – December 31, 2018  Identify resources and timeframe to implement each strategy – February 28, 2019  Draft plan for review by Steering Committee and HHC – February 28, 2019  Plan to City Council – March 31, 2019 191 of 208 Quarterly Updates on City Council Goal: Expand Affordable Housing Options in Evanston Goal Activity 10/30/17 Meeting 01/29/18 Meeting 04/30/18 Meeting 07/30/18 Meeting Status Create new housing opportunities Allow rental of existing coach houses to non-family members X X X X Process to identify, inspect, determine maximum occupancy, and register existing coach houses/ADUs is being coordinated with annual rental registration starting in Q3 2018. Comprehensive review of zoning code to allow for the creation and rental of new accessory dwelling units X X X Community education and engagement with Metropolitan Mayors Caucus and AARP grant; develop ADU ordinance draft for joint review by Plan Commission and Housing and Homelessness Commission Revise zoning code to allow for construction of small lot housing X X X RFP for development of 2122 Darrow Avenue property as test Amend occupancy standards (3-Unrelated) X X Discussed at P&D on 5/14/18. Staff seeks direction from Council on next steps Explore expansion of alternate housing forms including rooming houses and co- housing X X Staff seeks direction from Council on next steps Increase affordable units in market rate developments Amend the Inclusionary Housing Ordinance to incentivize onsite units more effectively X X IHO Subcommitte met 01/17/18, 02/07/18, and 07/24/18; Housing Finance Workshop held 5/30/18; the Subcommittee will meet one more time in late August to finalize revisions to the IHO before going to Council for approval in SeptemberExpand revenues for affordable housing Raise the IHO fee-in-lieu X Increase the demolition tax X Explore additional revenue sources such as impact fees, RETT and permit fees X Create pathways to homeownership ETHS Geometry in Construction X X IGA with ETHS approved on 4/30/18. 1729 Dodge Ave acquired as site for 2018-19 GIC home site Leverage external resources for homebuyer assistance X ü Schedule a presentation by Illinois Housing Development Authority about home buyer programs in Q3 or Q4 2018 Expand development of income-restricted rental units Leverage external resources to develop housing for low income and special needs residents X X Perlman expansion project proposed by the Housing Authority of Cook County; 80 units of mixed income housing for seniors and persons with disabilities Leverage City-owned land for affordable housing development X X X Assess potential for affordable and/or mixed income housing development on City-owned property such as underused parking lots Preserve affordable housing Landlord Rehabilitation Assistance Program X X X Finalize project agreement and launch program. Hold a workshop for property owners to explain Landlord Assistance and CDBG Housing Rehab programs in Q3 2018 Handyman Program X Renewed funding from AHF in teh amount of $35,000 on 6/XX/18 Maintain and expand rent subsidies for low- income households Evanston Rental Assistance Program X X Next steps pending IHO subcommittee recommendation on generating additional revenues for Affordable Housing Fund HOME Tenant-Based Rental Assistance X Renewal program approved by HHC on 7/25/18 and will go to P&D on 8/13/18 Review changes to General and Emergency Assistance Programs Expand programs to overcome barriers to rental for low income households Landlord-Tenant education and assistance X Applications for landlord-tenant services due 7/31/18; recommendation to City Council in September 2018. Pilot Landlord Mitigation Fund X Explore rehab program for landlords that rent to low-income Households, households receiving subsidies, or other barriers X See Landlord Assistance Program above Comprehensive Housing Plan Scope of work for Housing and Homelessness Commission X X X Draft scope of work for Housing and Homelessness Commission for discussion 7/30/18192 of 208 For City Council meeting of July 30, 2018 Item SP7 TBRA Renewal Funding Application For Action To: Honorable Mayor and Members of the City Council From: Johanna Leonard, Community Development Director Sarah Flax, Housing and Grants Administrator Savannah Clement, Housing Policy & Planning Analyst Subject: Tenant-Based Rental Assistance Program Renewal Funding Date: July 25, 2018 Recommendation Action: The Housing and Homelessness Commission and staff recommend approval of a funding renewal of $300,000 in HOME funds to continue the current Tenant-Based Rental Assistance (TBRA) program, administered by Connections for the Homeless. The funding will provide stable housing for two years to up to ten at-risk Evanston families with children under the age of 18 in Evanston that are underemployed, and break the cycle of poverty and instability by developing the capacity to earn a living wage to support their families and afford market rate rental housing. The increase in funding from $250,000 to $300,000 is due to the increasing costs to rent in Evanston. Funding Source: Funding is from the HOME Investment Partnerships Program, Account 240.21.5430.65535. Currently, the City has a total of $474,275.33 in available uncommitted HOME funds. Livability Benefits: Built Environment: Support housing affordability; Equity & Empowerment: Ensure equitable access to community benefits, and support poverty prevention and alleviation. Discussion: Renewal funding for the TBRA program is consistent with the goals listed in the City’s 2018 Action Plan, which was approved by City Council on May 29, 2018. Continuation of TBRA is based on the need and the current program’s success. The need for housing and other supports for at-risk families has grown due to state budgeting issues and recent cuts to federal programs including the Housing Choice Voucher program. That program has lost $228 million nationally from 2010 to 2016 causing tens of thousands of families to lose rental assistance. Furthermore, rents have continued to increase both nationally and locally, while incomes have remained Memorandum 193 of 208 stagnant. As a result, there is a considerable need for rental assistance programs in order to help households achieve housing stability, self-sufficiency, and break the cycle of poverty. The City allocated $500,000 to the program in 2013, and $250,000 to the program in 2016, and $250,000 again in 2017. The money allocated in 2013 funded the program which officially began in 2014 and provided 24 months of rental assistance for 22 families. The $250,000 allocated in 2016 provided two years of rental assistance for ten families. Three families have already left the program for various reasons, and the remaining families will graduate sometime in 2018. The $250,000 allocated in 2017 is providing two years of rental assistance to ten families that will graduate in 2019. The household sizes for the 17 families currently enrolled are provided in the table below. Household Size Number of Households Two people 2 Three people 8 Four people 1 Five people 4 Six people 2 Total people in program 64 Connections for the Homeless has reported the following outcomes for the 2016/2017 TBRA cohorts: • 100% (45) of the TBRA children have stayed in their schools and passed to the next grade level • Of the 19 TBRA adults, nine are in school, one finished school, 11 are working full-time jobs and three are working part-time jobs • Of the eight families that will graduate from TBRA in the coming months, five will stay on their current leases, one is moving to another state for a job opportunity, and the other two are still deciding where they will live after the program • Two families have moved out of the current TBRA program; they both moved out of state to better meet the needs of their families – one moved permanently with family in another state, and the other moved to another state for more housing opportunities In addition, Connections has also recently learned that a family from the original TBRA program funded in 2013 was able to remain on their lease in Evanston, and is now moving out to buy a house Connections currently receives approximately $1,041/month per household for TBRA ($250,000 for 10 families for 24 months of rent). The average rent for a TBRA family is $1,478/month, or approximately $393 per person/month. TBRA families do contribute 30% of their income to rent, which sometimes offsets the difference between what Connections receives for the program and how much it pays for rent. However, in the initial months of the program, the TBRA funds sometimes pay the entire cost of rent, in addition to paying security deposits, since many families have very little or no income when they first enter the program. 194 of 208 As shown in the diagram below, rental costs in Evanston have steadily increased from 2014/15 to 2017. For the mostly high end portion of the Evanston apartment market tracked by CoStar, this chart shows the change in rent rates over the last decade. Note that downtown apartments are included in the citywide figures. There are currently three families on the TBRA waitlist that were referred by social workers from Districts 65 and 202. In addition, Connections had roughly 45 calls into its intake line from November 2016 through February 2018 that were referred to TBRA. Four of those households were housed and assisted through the TBRA program when funding was renewed in the summer of 2017, and 27 households were deemed ineligible for the program. However, 14 households were eligible for the program, but there was not even funding available to assist them. The households that were ineligible or not able to receive assistance referred to other internal Connections programs, like Homeless Prevention assistance, and outside referrals to Impact Behavioral Health, YWCA, WINGS, Center of Concern, Community Partners for Affordable Housing and affordable housing options in the area. No additional families can be enrolled in TBRA unless more funds are allocated. If the City allocates $300,000 to the program in 2018, it will allow Connections for the Homeless to provide two years of rental subsidies to an additional ten families, despite the rising housing costs. Attachments: Connections for the Homeless application for renewal funding for the Tenant-Based Rental Assistance Program 195 of 208 196 of 208 197 of 208 198 of 208 199 of 208 200 of 208 201 of 208 For City Council meeting of July 30, 2018 Item SP8 2018 Emergency Solutions Grant Recommendation For Action To: Honorable Mayor and Members of the City Council From: Johanna Leonard, Director of Community Development Sarah Flax, Housing & Grants Administrator Savannah Clement, Housing Policy and Planning Analyst Jessica Wingader, Grants & Compliance Specialist Subject: 2018 Emergency Solutions Grant Recommendation Date: July 30, 2018 Recommended Action: The Housing and Homelessness Commission and staff recommend City Council approve the 2018 Emergency Solutions Grant (ESG) allocations totaling $146,023: $135,072 to two social services agencies (Connections for the Homeless and the YWCA Evanston/North Shore) that provide housing and services for individuals and families who are homeless or at risk of homelessness, and $10,952 to the City of Evanston for grant administration. Funding Source: Funding source is the City’s 2018 Emergency Solutions Grant entitlement allocation in the amount of $146,023 from the U.S. Department of Housing & Urban Development; account 100.21.2128.XXXXX with individual account numbers for external agencies funded and City administrative costs. Livability Benefits: Equity & Empowerment: ensure equitable access to community assets, support quality human service programs, and support poverty prevention and alleviation. Health & Safety: improve health outcomes, improve emergency prevention and response, enhance resiliency to natural and human hazards Summary: ESG funding will be used for the following eligible activities: essential services/street outreach, operating expenses of homeless shelters, rapid re-housing for homeless households, homeless prevention for households at high risk of homelessness, and Memorandum 202 of 208 program administration as outlined in the 2018 Action Plan, which was approved by City Council on May 29, 2018. This recommendation allocates specific dollar amounts to subrecipients for all direct services and was approved by the Housing and Homelessness Commission at their meeting held July 25, 2018. The City of Evanston’s 2018 ESG grant is $146,023; the 2018 recommendation maintains 10% of funding for Street Outreach and 32.5% of funding for Emergency Shelter operations as allowed under ESG regulations. In keeping with HUD’s goal of prioritizing Rapid Re-Housing to implement the Housing First strategy of the Federal Homeless Emergency Assistance and Rapid Transition to Housing (HEARTH) Act of 2009 that reauthorized the McKinney-Vento Homeless Assistance Act, 35% of funding is allocated to that activity and 15% for Homeless Prevention. The table below shows the 2017 ESG allocation of funds to eligible activities and the recommendation for 2018. Funding may be shifted between Prevention and Rapid Re-housing during program implementation to assist households that are eligible for each activity, if needed. Rapid Re-housing is funded at a higher level than Prevention, following federal priorities. Eligible Activities 2017 Allocation 2018 Recommendation Street Outreach $ 14,433 10.0% $ 14,602 10.0% Emergency Shelter $ 46,909 32.5% $ 47,458 32.5% Homeless Prevention $ 21,650 15.0% $ 21,903 15.0% Rapid Re-housing $ 50,517 35.0% $ 51,108 35.0% Administration $ 10,825 7.5% $ 10,952 7.5% Totals: $ 144,334 100.0% $ 146,022 100.0% Staff recommends funding Connections for the Homeless and the YWCA Evanston/North Shore through subrecipient agreements to provide direct services consistent with the 2017 ESG allocation. Both agencies are members of the Suburban Cook County Continuum of Care, have the programmatic capacity to implement ESG activities and the administrative capacity to comply with federal regulations. The City will retain ESG Administration funds for program management and compliance. Connections for the Homeless – $14,602 for its Street Outreach program; $32,458 for operating support of Hilda’s Place, its Emergency Shelter; $21,903 for Homeless Prevention rent and utility assistance and case management; and $51,108 for Rapid Re-housing rental assistance and case management; total funding of $120,071. Hilda’s Place provides up to one year of housing for single adults who may be chronically homeless or have lost housing because of unemployment, eviction, foreclosure, etc. ESG funds are used for operating expenses of the shelter including rent, repairs, maintenance, and supplies. Connections also provides services including case management and meals to residents of Hilda’s Place, and to clients of its street outreach program. Case workers help clients find employment and receive benefits such as Supplemental Social Security and Social Security Disability Insurance. Medical services are provided through a weekly in-house clinic and clients are referred to Erie 203 of 208 Family Health Center, mental health providers and support programs for health services, including mental health and substance abuse. ESG funds are used for case workers and other program staff salaries and benefits. Connections for the Homeless also provides Re-housing and Prevention services. Funds are used for direct assistance in the form of rent and utilities payments, as well as case management, housing location and stabilization services. YWCA Evanston-North Shore - $15,000 for operating support of its 34-bed shelter facility that provides safe housing for up to 90 days for women and children who are victims of domestic violence. The YWCA provides case management, legal advocacy, crisis intervention, financial literacy and other services to help clients develop independence and self-sufficiency. The YWCA will provide housing, meals and supportive services to an estimated 250 women and children in its DV shelter in 2018. ESG funds will be used for essential supplies such as food for women and children staying in the shelter, and other operating costs. City staff participates in the client review committee for Re-housing and Prevention activities to ensure all requirements are met and procedures followed, including the appeal process for individuals or households deemed ineligible for services. Evanston’s 2018 ESG funds will be matched on a one-to-one basis with Mental Health Board funds from the City’s Human Services Fund, State of Illinois funding and private resources, including in-kind contributions, to meet the requirement for ESG. 204 of 208 For City Council Meeting of July 30, 2018 Item SP9 Lincoln Street Beach Ownership and Operations For Action: Accept and Place on File To: Honorable Mayor and Members of the City Council From: Wally Bobkiewicz, City Manager Michelle L. Masoncup, Corporation Counsel Subject: Lincoln Street Beach Ownership and Operations Date: July 20, 2018 Recommended Action Staff recommends City Council accept and place this report on file. Staff also recommends City Council authorize the City Manager to negotiate a memorandum of understanding (“MOU”) between the City of Evanston and Northwestern University specifying the operational details and maintenance responsibilities for the Lincoln St. Beach. Funding Source N/A Livability Benefits Build Environment: Enhance Public Spaces Summary At the July 9, 2018 City Council meeting the City Manager announced that the Lincoln Street Beach had reopened after being closed for several years due to construction on the Northwestern Campus. Previously known as the Northwestern Beach, beach access prior to 2018 was restricted to Northwestern Students. The beach is now known as the Lincoln Street Beach and is fully open to the public via paid daily admission, a City beach season token, or a Northwestern University paid recreation membership. Background In July of 1962, Northwestern University (“NU”) began construction to expand its physical footprint east into Lake Michigan. In order to expand, NU proceeded with a landfill which required approval by both the City of Evanston and the State of Illinois. Since the landfill, sand has accreted, or aggregated, north of the landfill parcel of land Memorandum 205 of 208 creating the Lincoln Street Beach in the 1960’s. The Lincoln Street Beach has historically been used by NU students throughout the years. In 2015, NU underwent an extensive permitting process with the Illinois Department of Natural Resources (“IDNR”) to construct its new lakefront athletic complex. During this process, NU and the City of Evanston partook in discussions where the parties agreed that NU would be responsible for staffing and maintaining Lincoln Street Beach, while the City would be responsible for grading it. Lincoln Street Beach would also be accessible to all individuals that held City beach tokens or paid daily admission. Throughout the years, various accretions and shifts of the shoreline have resulted in uncertainty as to ownership and title to the Lincoln Street Beach. With the completion of the athletic complex and the opening of the beach, Ald. Fiske directed staff to look into issues of ownership, beach responsibilities, and addressing any outstanding issues related to the beach. City staff has diligently worked and communicated with other governmental entities to evaluate how to best address all of the raised issues. Lincoln Street Beach Title The northern portion of the beach parcel abuts City-owned property, while the western and southern portions of the beach parcel abuts Northwestern University. Through the passing of time, evidence shows that the beachfront at the immediate end of Lincoln Street has been washing away. Furthermore, the portion of the beach that is part of the City Water Plant Complex has not had public access for many years. Cook County records indicate that Lincoln Street Beach falls well within the municipal boundaries of the City of Evanston. Preliminary research indicates that the Lincoln Street Beach has been viewed as a Northwestern Beach throughout the years from 1962 to 2015. Access to the beach was historically restricted to NU students and staff; the university did not offer access to the general public prior to the construction of the athletic complex. The Law Department is in communications with the Illinois Department of Natural Resources - Office of Water Resources, the U.S. Army Corp. of Engineers District Legal Counsel, and Northwestern University’s Office of General Counsel. To date, the City does not have any documentation providing proof of ownership but will continue to research the ownership of the beach parcel and tentatively plans to return to the City Council with an update in September 2018. Attachments 1963 Map of the Subject Property 2018 Map of the Subject Property 206 of 208 Lincoln Street Beach Aerial View 1963 207 of 208 Lincoln Street Beach Aerial View 2018 208 of 208