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Comprehensive Fee Study

3/27/2025
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Lake Forest, CA

City of Lake Forest

The buyer is seeking financial consulting services for a Comprehensive Fee Study Project. The project includes developing a User Fee Cost Recovery Policy, preparing a Full Cost Allocation Plan, and conducting a User Fee Study. The buyer wants to ensure they are utilizing comprehensive overhead rates and accurately accounting for the true cost of providing various internal and public-facing City services. The project aims to establish a consistent and objectively based fee structure that meets the needs of the City and its residents.

  • 3/6/2025 - Release Date
  • 3/17/2025 - Deadline for Questions
  • 3/27/2025 - Proposal Due Date
  • 5/20/2025 - Anticipated Final Selection
  • 8/1/2025 - Anticipated Project Start
Refer to RFP
  • Conduct research on industry benchmarks for cost recovery allocation
  • Prepare analysis comparing existing and potential new fees with other agencies
  • Develop User Fee Cost Recovery Policy document
  • Prepare Full Cost Allocation Plan
  • Conduct comprehensive review of City's existing fees, rates, and charges
  • Recommend potential new fees and charges for services
  • Prepare Draft Comprehensive Fee Study
  • Develop Master Fee Schedule for all City Departments
  • Provide computer-based model for adjusting fees and charges
  • Prepare and deliver presentations to City Council

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