3.11 Historic Preservation Commission
3.11 Historic Preservation Commission Report, Case #2020-HPC-04, 336 Sheridan Road, regarding a request to grant local landmark status; adoption of Ordinance #2020-O-27.
FINANCE COMMITTEE CONSENT AGENDA
3.12 Approval of the June 2020 Disbursement Report.
ADMINISTRATION COMMITTEE CONSENT AGENDA
3.13 Adoption of Resolution #2020-R-33 extending the Declaration of Emergency affecting the public health and wellbeing due to the outbreak of COVID-19 Virus.
3.14 Approval of Economic Relief Grant Expenditures.
MUNICIPAL SERVICES COMMITTEE CONSENT AGENDA
3.15 Report on 2020 Engineering Maintenance Programs.
3.16 Approval of a contract in the amount of $93,006 with RHMG Engineers, Inc., Mundelein, Illinois, for construction services associated with the Central Avenue and Downtown Streetscape Project.
3.17 Approval of a contract amendment in the amount not-to-exceed $2,070 with R.A. Adams Enterprises, Inc., McHenry, Illinois, for outfitting a pick-up truck with a snow plow frame and controls.
3.18 Approval of a contract in the amount not-to-exceed $46,292 with Graybar Electric Company, Inc, Glendale Heights, Illinois, for the purchase of 10 concrete street light poles, 24 aluminum arms and 60 LED luminaire heads.
3.19 Approval of a contract in an amount not-to-exceed $30,650 with Robinson Engineering, Ltd., Itasca, Illinois, to provide topographic survey services for future capital improvement projects.
JUDICIARY COMMITTEE CONSENT AGENDA
3.20 Introduction of Ordinance #2020-O-28 decreasing the number of Class M- 1 Liquor Licenses.
4.0 REPORTS OF OFFICERS
4.1 Notice of the cancellation of the Village Board Meeting on August 11, 2020.
4.2 Update on affordable housing in Wilmette.
5.0 REPORT OF LIQUOR CONTROL COMMISSIONER
3 6.0 STANDING COMMITTEE REPORTS
6.1 LAND USE STANDING COMMITTEE REPORT All items listed on the Consent Agenda.
6.2 FINANCE STANDING COMMITTEE REPORT All items listed on the Consent Agenda.
6.3 ADMINISTRATION STANDING COMMITTEE REPORT All items listed on the Consent Agenda.
6.4 MUNICIPAL SERVICES STANDING COMMITTEE REPORT All items listed on the Consent Agenda.
6.5 PUBLIC SAFETY STANDING COMMITTEE REPORT No report.
6.6 JUDICIARY STANDING COMMITTEE REPORT
6.61 Discussion on next steps for cannabis referendum.
6.7 REPORTS FROM SPECIAL COMMITTEES
7.0 NEW BUSINESS
8.0 ADJOURNMENT
4
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REPORT TO THE BOARD OF TRUSTEES FROM THE HISTORIC PRESERVATION COMMISSION
Recommendation: The Historic Preservation Commission recommends granting local landmark status to 336 Sheridan Road.
Case Number: 2020-HPC-04
Property: 336 Sheridan Road
Historic Name: Philetus Warren Gates House
Applicant: Mr. William Truszkowski and Mrs. Jennifer Truszkowski
Request: To designate 336 Sheridan Road as a local landmark
Hearing Date: June 22, 2020
Date of Application: June 1, 2020
Vote by HPC: Chair Hutchinson Yes Commissioner Glass Yes Commissioner Furniss Yes Commissioner Vitu Yes Commissioner Harmon Absent Commissioner Corbett Absent Commissioner Daspit Yes Commissioner Parikh Yes Commissioner Fogarty Yes
Notices mailed to: Village President and Trustees of the Village Board Village Manager Members of the Historic Preservation Commission Wilmette Historical Society Petitioner All Adjacent Property Owners
Report Prepared By: Kate McManus, Planner III
1 STAFF INFORMATION AS PRESENTED TO THE HISTORIC PRESERVATION COMMISSION
Evaluation of Compliance with the Requirements of the Rules Regarding Notice and Hearings: Notice of the hearing regarding the Historic Preservation Commission meeting was posted on June 5, 2020. A hearing regarding the request for local landmark designation was held remotely on June 22, 2020.
Evaluation of Compliance with the Criteria for Designation:
The Philetus Warren Gates House, located at 336 Sheridan Road, is being nominated as a local landmark under Criterion 7 – Outstanding example of a style or period and Criterion 4 – Link with a significant person.
Site Information
336 Sheridan Road is located on the east side of Sheridan Road between Linden Avenue and Canterbury Court. The residence is accessed by a circular drive and the existing garage is located directly behind the house to the east. There is a significant grade change at the north end of the lot with the grade sloping down to the east.
As noted in the owner’s statement of significance, the original property was subdivided in 1927 by its then owner, Albert C. Cross, to create Canterbury Court and the property was further subdivided in the 1950’s when the original coach house was sold then converted into a separate single-family residence.
Historical and Architectural Background
The P.W. Gates House was built c. 1908 for Philetus Warren Gates, of the Gates Iron Works Company in Chicago. 336 Sheridan is a fine example of a Colonial Revival home and was designed by architect Robert C. Fletcher. It has a symmetrical façade with a gambrel roof and gabled dormers. The front façade has a partial width porch centered over the entrance with a broken pediment supported by paired Corinthian columns. Decorative dentils are found on the cornice and pediment. The home has excellent architectural integrity and there is no record of any exterior alterations.
The fenestration is of regularly spaced 10/1 double hung windows with keystone lintels. The prominent front entrance has a fanlight and sidelights. The exterior material is brick with brick quoins at the corners. A sleeping porch is located on the south end of the house. The existing garage was constructed c. 1950 and is not included as part of the landmark designation.
Between 1880-1955 there was a renewed interest in the architecture of the English and Dutch Colonial houses along the Atlantic seaboard. Colonial Revival styles were dominant throughout the country for the first half of the 20th Century with numerous subtypes or variations on this style
2 including Georgian, Federal, and Greek Revival. The architectural features, massing and symmetry of the P.W. Gates house make it an excellent example of the Colonial Revival style.
The owners have compiled a comprehensive history of the home including additional information on its previous owners, architect, and architectural significance which has been included in this packet.
Building Permit Activity
The home was recently purchased by Mr. and Mrs. Truszkowski who intend to pursue the historic property tax assessment freeze for the planned rehabilitation work on the home. The State Historic Preservation Office has preliminarily approved the rehabilitation. The owners plan to demolish the existing garage and construct a new detached garage. The owners were issued a building permit for an interior remodel and modifications to the window openings on the rear elevation. The owners also have a building permit pending for the removal of an enclosed porch addition on the rear elevation and a replacement deck on the rear elevation. Because the application was submitted prior to the anticipated landmarking of the home, the removal of the enclosed porch and construction of the rear deck will not require review by the HPC. The existing detached garage and rear enclosed porch are not historically significant features of the home.
Description of Proposed Designation:
The applicant is proposing to nominate 336 Sheridan Road as a local landmark in the Village of Wilmette.
Action by the Commission:
The Historic Preservation Commission can make a recommendation to the Village Board to grant or deny the designation of 336 Sheridan Road as a local landmark provided that it meets the standards set forth in the Wilmette Historic Preservation Ordinance.
Required Action by the Board of Trustees: The Village Board can grant or deny the designation of 336 Sheridan Road as a local landmark provided that it meets the standards set forth in the Wilmette Historic Preservation Ordinance.
INDEX TO DOCUMENTS
Doc. No. Documents
Location Maps and Plans
1.0 Zoning Map 1.1 Plat of Survey
3 1.2 Sidwell Map 1.3 Sandborn Map
Written Correspondence and Documentation
2.0 Application for Designating a Local Landmark 2.1 Owner’s Research and Statement of Significance 2.2 Posting Notice Affidavit dated June 5, 2020 2.3 Criteria for Local Landmark Designation 2.4 Historical and Architectural Survey for 336 Sheridan Road
Photography
3.0 Historic Photos and Research 3.1 Site Photo
Draft Meeting Minutes from the June 22, 2020 meeting
4.0 TESTIMONY, COMMENTS AND ARGUMENTS ON BEHALF OF THE APPLICANT
4.1 Persons speaking on behalf of the applicant
4.12 William Truszkowski, owner
4.2 Summary of presentations
4.21 Mr. Truszkowski introduced himself as the owner of the property. He stated that his wife and he purchased the home knowing that it needed quite a bit of work. The house was built in 1907 and was completed in 1908 by Philetus Warren Gates of the Gates Iron Works Company based in Chicago. The house was originally the only house on a 5 acre parcel that stretched to the lake and was part of Evanston at the time. The property was later subdivided in 1927 which formed Canterbury Court. In the 1950s, the coach house was split off from the lot and the existing garage was constructed at that time. He stated that he is committed to a full rehab and was issued a building permit in the Fall of 2019. He has been working with Laura Ramsey of Ramsey Historic Consultants on the application for the historic property tax freeze. He confirmed that the State Historic Preservation Office has preliminarily approved the work. The removal of the existing garage and the relocation of a new garage was part of that approval. He will be restoring the soffits, fascia and dentil work and tuckpointing the house. He stated that the existing lintels will be replaced rather than repaired. He stated that the interior will be fully renovated, the original doors and trim will be retained. Some trim will be matched in kind, where needed. The floors are custom manufactured quarter sawn. The
4 heating system has been updated and the radiators will be sandblasted and powder coated. A space pak system was installed. He noted that they are keeping as much of the original character as possible and there are no plans to replace the roof at this time. The home is a Colonial Revival and is nearly 8000 square feet above grade with another 2000 square feet below grade. He stated that the project will be finished in September and they plan to move in at that point.
4.22 In response to a question from Commissioner Furniss, Ms. Truszkowski confirmed that there is no foundation work planned except at the rear of the house where there was a tunnel leading from the house to the original coach house. The portion of the foundation in that location will be replaced. He stated that the paver driveway will be re-laid.
4.23 Ms. McManus explained that the request before the Commission is for the designation of the house as a local landmark only. The remodel permit has already been issued. She explained that if the owners wish to make changes to the exterior of the home in the future after it becomes a local landmark, then those changes would come before the Commission. The landmark nomination is specifically for the house only and does not include the existing garage. She explained that should the owners wish to demolish the existing garage; the Commission would not review the demolition request.
4.24 Chairman Hutchinson stated that he had the opportunity to visit the site and noted that the home is a perfect example of a Colonial Revival house and the fact that is was designed by a prominent architect for a prominent family is icing on the cake. He commended the owners for taking on the rehabilitation of the home.
4.25 Commissioner Glass stated that she had some concerns with the deteriorating condition of the home for a number of years and that she appreciates the owners’ efforts. She stated that a home in Winnetka designed by the same architect in a similar style was recently torn down.
4.26 In response to a question by Mr. Truszkowski, Ms. McManus confirmed that the garage will not be reviewed by the Commission because it is not part of the landmark request. She noted that the Preservation Ordinance provides different levels of review for improvements such as decks and patios and the new deck can be reviewed at the staff level and does not require a full review by the Commission.
4.27 There were no additional questions from the Commission.
4.28 Ms. McManus said that there was no one attending the meeting who wants to speak and there was no new case communication.
5 4.29 Ms. Roberts said that no comments were submitted via YouTube Live.
5.0 VIEWS EXPRESSED BY THE MEMBERS OF THE HISTORIC PRESERVATION COMMISSION
5.1 There were no other comments by the Commission.
6.0 DECISION
6.1 Commissioner Glass moved to recommend designation of 336 Sheridan Road as a local landmark.
6.2 Commissioner Daspit seconded the motion and the vote was as follows:
Chair Hutchinson Yes Commissioner Glass Yes Commissioner Furniss Yes Commissioner Vitu Yes Commissioner Harmon Absent Commissioner Corbett Absent Commissioner Daspit Yes Commissioner Parikh Yes Commissioner Fogarty Yes
Motion carried.
6
Village of Wilmette Local Landmark Designation Nomination Form
Address: 336 Sheridan Road Owner: William & Jennifer Truszkowski Phone: 773-490-7316 Please list reference sources relevant to this building and their location: • Name of Architect: Robert C. Fletcher • Name of Builder: Robert C. Fletcher • Date of Construction: 1908 • Original blue prints: Whereabouts unknown • Real Estate Listings: See attached • Phone Books: None • Photographs: See attached • Building Permits: Whereabouts unknown • Other Reference Sources: The Hector Family (prior owners), Tim Barton (architectural historian), Wilmette Historical Society Appropriate “Criteria for Landmark Designation” Categories: Please check all that apply and explain on the back of this for how the site or structure meets the criteria. National/State Landmark ___ Significant Designer/Architect X Historic Site Link with Significant Person X Social/Political Heritage ___ Innovative Architectural Elements ___ Outstanding Example X Related Structure or Place ___ Significant Location ___
By signing this application, consideration for local landmark designation is requested and the requirements and regulations of the Wilmette Historic Preservation Commission are understood.
______Signature of Property Owner Date
William and Jennifer Truszkowski 1746 Washington Ave. Wilmette, Illinois 60091 773-490-7316
Property History In 1908, Philetus Warren Gates (1857-1933) commissioned a house to be built in the Colonial Revival style on Sheridan Road in Wilmette, just north of the Evanston boundary, in an area called “No Man’s Land.” The land on which the house was to be built extended east to Lake Michigan and south about an acre or so. Comprising five acres in all, the property was known as “The Farm” and at one point, the address of the Gates property was apparently 2929 Sheridan Road, in Evanston. There were few other buildings in the immediate area in 1908 and construction on the Bahai Temple did not begin until 1920, eight years after the Temple’s cornerstone was laid. Gates’ proposed house made the headlines of the August 12, 1908 issue of The Chicago Inter Ocean newspaper, which noted the interior would feature “mahogany, oak, and white enamel.” A two-story “garage” or coach house was also envisioned. Together, the two structures would cost “upwards of $35,000.” A house in a similar Colonial Revival style may have provided a prototype of sorts and was located at 735 Sheridan Road in Winnetka. This home, built in 1905 by Joseph C. Llewellyn for Frank Ogden Magie, was later torn down in 2018. The original property was subdivided in 1927 by its then owner, Albert C. Cross, to create Canterbury Court and the property was further subdivided in the 1950’s when the original coach house was sold then converted into a separate single-family residence. The existing garage on the property was constructed at approximately the same time the coach house was sold and should be listed separately as a non-contributing structure on the property’s landmark designation.
Original Owner Philetus Warren was born into a wealthy family. His mother was Abigail Emma Scoville Gates (1820-1897) and his father was Philetus Woodworth Gates (1817-1888), founder in 1842 of the Gates Iron Works in Chicago, which manufactured various kinds of objects, tools and machines, including plows, wagons, and flour-milling equipment, later adding rock crushing and milling machinery. Early photos of the Gates Iron Works are available attached. Philetus Warren followed in his father’s footsteps. From 1887-1894, he was Superintendent of the Gates Iron Works, later serving as Vice-President and President until 1901, when Gates Iron Works merged with the Allis-Chalmers Company. Philetus Warren resigned from the latter in 1904, joining the Hanna Engineering Firm in 1908, where he worked until 1922. The Book of Chicagoans mentioned above, describes Philetus Warren as a member of the American Society of Mechanical Engineers, the Union League Club and the Evanston Golf Club (page 261-262). In 1911, Gates’ office was located at 2059 Elston Avenue in Chicago. Philetus Warren planned to live in the house with his wife, Phimelia Winter Gates (1840-1935), whom he married in 1880. Phimelia was seventeen years older than Philetus and the couple had no children. Philetus and Phimelia are buried at Rosehill Cemetery in Chicago.
Architect According to Chicago architectural historian Timothy Barton, a notice in the August 15, 1908 issue of The American Contractor newspaper confirms the architect was Robert Charles Fletcher (born 1868) of La Grange, IL. Prior to Barton’s research, the architect of 336 Sheridan Road remained a mystery. By 1908, Fletcher, a graduate of Cornell University’s architecture program, was already in his seventh year as First Vice President of the Illinois Chapter of the American Institute of Architects. According to information published on the Rotary International website, Fletcher was “one of the original 30 Chicago Rotarians…and a member of the renowned Louis Sullivan architecture firm of which Frank Lloyd Wright was also a member. Fletcher was also President of the Lyons Township High School Board.” Interestingly, the brief biography of Fletcher included in The Book of Chicagoans: A Biographical Dictionary of Leading Living Men of the City of Chicago, edited by Albert Nelson Marquis and published in 1911, makes no mention of the Sullivan affiliation. Fletcher came to Chicago in 1891, Marquis states, “to enter the offices of Treat & Foltz and later of James F. Moore” (p. 238). In 1895, Fletcher opened his own practice “specializing in commercial and industrial architecture,” with an office at 179 W. Washington Street in Chicago (ibid.) According to “Index to the American Contractor’s Chicago Building Permit Column, 1898- 1912,” Fletcher also designed other buildings in 1908 for Philetus Warren on 47th Street in Chicago. The Index indicates that Fletcher also designed many other buildings in Chicago.
Colonial Revival Architecture 336 Sheridan Road is an excellent example of Colonial Revival architecture. Its appearance was inspired by the homes of the early English and Dutch settlers of the United States and interest in the style began in the late nineteenth century, peaking in the late teens through 1930’s. It most characteristic features are the overall symmetrical compositions, high pitched roofs, and Classical Greek- and Roman-inspired decoration. Colonial Revival houses have an overall block-like form. The front entrances are always centered and are often accented with ornate columns and pediments, fanlight- and sidelight- windows and a paneled front door. The front entrance on 336 Sheridan Road is a stylish example. The Classical columns supporting the pediment highlight the front of the house. The doorway itself has the paneled door, with sidelights and a nicely detailed fanlight above the entrance. Homes in the style were initially sided with wood or shingles, but brick became the typical siding beginning in the early 1900s. Rooflines in Colonial Revival Architecture are picturesque and there are two main types: gable with two sloping sides and gables at each end (like at 336 Sheridan), and gambrel, a type of gabled roof with two pitches, a shallow one topped by a steeper one. A grouping of dormers is another distinctive component of Colonial Revival Architecture. 336 Sheridan Road Some of the unique architectural features of the home include: • The quoins, or projecting blocks, at the house corners and the dentils—small blocks under the roof eaves. • The heating plant was originally located in the coach house; hot air was piped into the main house through an underground tunnel. The brick-lined tunnel is still existing in the northeast corner of the basement of the main house. • The three “swooning benches” in the ballroom, designed to facilitate courtship one couple at a time, suggest that Philetus and Phimelia hosted elegant dances. • Servants were living at or near the house, judging by call boxes still visible in several rooms in the late 1960s, plus a call button in the center of the dining room floor. A dumb waiter reportedly existed in the kitchen area to transport food and drink to the 2nd and 3rd floors. • At least one servant, probably a maid, is thought to have slept in the small bedroom in the northeast corner of the second floor. The presence of a footed bathtub in an adjacent bathroom confirms that the quarters were intended for servant use. The master bathroom, by contrast, includes a style of bathtub then current in Europe, sans feet. • Unusually large windows allowing plenty of natural light to saturate the home. • Ornate radiators in many of the public spaces, which will be restored and reused throughout the home. Early photos of the exterior of 336 Sheridan Road are preserved at the Wilmette Historical Society, Evanston Historical Society and elsewhere. Original architectural drawings have yet to be found. The current owner intends to demolish the existing garage in the rear of the property since it is a non-contributing structure (see Property History) and construct a new garage on the north side of the property. A site plan and renderings for the new garage are attached. The demolition of the existing garage and construction of a new garage has received preliminary approval by the Illinois State Historic Preservation Office subject to the current owner receiving a zoning variance from the Wilmette Zoning Board of Appeals. Criteria for Landmark Designation
1. NATIONAL OR STATE HISTORIC LANDMARK Listing or proposed listings as a National Historic Landmark, or an Illinois Historic Landmark, or listing or proposed listing in the National Register of Historic Places;
2. SIGNIFICANT DESIGNER, ARCHITECT, OR BUILDER Identification as the work of a designer, architect, or building whose work has influences the architectural development of the Village of Wilmette, Cook County, the State of Illinois, or Nation;
3. HISTORIC SITE Location is the site of a significant historical event;
4. LINK WITH SIGNIFICANT PERSON Identification with a person or persons who significantly contributed to the culture or development of Wilmette, Cook County, Illinois, or the Nation;
5. ARCHITECTURE CHARACTERISTIC OF SOCIAL, ECONOMIC, OR POLITICAL HERITAGE Existence of distinguishing characteristics of an architectural type or specimen of the social, economic, or political heritage of Wilmette, Cook County, Illinois, or the Nation
6. INNOVATIVE ARCHITECTURAL ELEMENTS Embodiment of elements of architectural design detail, materials or craftsmanship which represent a significant architectural innovation;
7. OUTSTANDING EXAMPLE OF STYLE OR PERIOD An outstanding example of a particular historical, architectural, or cultural style or period;
8. RELATED STRUCTURE OR PLACES Relationship to other buildings, structures, or places which are eligible for preservation as historic places;
9. SIGNIFICANCE ARISING FROM LOCATION A building, structure, or place that, because of location, has become of historic or cultural value to a neighborhood or community.
Images
Philetus Warren Gates, first owner of 336 Sheridan Road
Gates Iron Works, 650 Elston Avenue, Chicago, Illinois
Early photo of 336 Sheridan Road and Lake Michigan
Model-T parked on Sheridan Road facing north. August 15, 1908 issue of The American Contractor
Close up of August 15, 1908 issue of The American Contractor Canterbury Court real estate listing – 336 Sheridan Road occupies a portion of lot 11 and the home is featured in the top listing photo REQUEST FOR BOARD ACTION AGENDA ITEM: 3.12
Finance Department
SUBJECT: JUNE 2020 Monthly Disbursements
MEETING DATE: July 14, 2020
FROM: Melinda Molloy, Finance Director
BUDGET IMPACT: Not Applicable
Recommended Motion
Move to approve the disbursements for the month of June 2020.
Background
Chapter 6 Article 5 Section 6-105 of the Village Code reads as follows:
(a) All bills, which do not require prior approval by the Board of Trustees before payment is made, shall be paid as promptly as practicable after submission of the bills to the Village, unless the Village Manager directs otherwise. (b) An itemized report of all bills paid pursuant to subsection (a) of this section shall be submitted to the Board of Trustees during the month immediately following the month of payment. The report shall include a certification by the Finance Director that all bills shown in the report were due and payable and that funds were appropriated for the expenditure in accordance with the provisions of ILCS, ch. 65, act 5. The Board of Trustees shall approve the bills listed in the report, with such exceptions as considered necessary by the Board. If the Board of Trustees withholds approval from any bill listed in the report, the Board shall provide for such corrective measures, as the Board considers appropriate.
Chapter 6 Article 5 Section 6-105 of the Village Code outlines specific procurement guidelines for Village purchases:
x Purchases below $1,000 may be made without any formal or informal price quotes. x Purchases between $1,000 and $25,000 require three quotes prior to such purchase (unless the item is a single source item, professional service or an emergency purchase) and can be approved by the Village Manager. x Purchases in excess of $25,000 require specific approval by the Village Board.
Page 1 of 2
Discussion
The accompanying report lists disbursements that were all due and payable and the payments were processed in accordance with State and Local guidelines.
Attached
x June 2020 Disbursements Summary x Village of Wilmette Disbursement Report June 2020
Page 2 of 2 AGENDA ITEM: 3.12 June 2020 Disbursements Summary to be approved by the Village Board of Trustees at the July 14th, 2020 Village Board meeting
6/15/2020 Payroll Disbursements 873,270.14 6/30/2020 Payroll Disbursements 893,682.61 6/30/2020 Payroll Disbursements - Fire and Police Pension 641,843.13 TOTAL $ 2,408,795.88
June 2020 Accounts Payable Disbursements (See attached Disbursement Report sorted by amount paid to Vendor): MUNIS Warrant # 060320-1 732,125.07 MUNIS Warrant # 060320-2 24,719.02 MUNIS Warrant # 060320-3 4,817.32 MUNIS Warrant # 060320-4 1,000.00 MUNIS Warrant # 061020-1 802,450.08 MUNIS Warrant # 061020-2 16,675.25 MUNIS Warrant # 061020-3 4,000.00 MUNIS Warrant # 061020-4 315.39 MUNIS Warrant # 061020-5 4,329.90 MUNIS Warrant # 061720-1 1,217,375.26 MUNIS Warrant # 061720-2 22,682.81 MUNIS Warrant # 061720-3 20,951.93 MUNIS Warrant # 061720-4 2,000.00 MUNIS Warrant # 062420-1 1,187,118.34 MUNIS Warrant # 062420-2 28,962.97 MUNIS Warrant # 062420-3 11,000.00
TOTAL $ 4,080,523.34
June 2020 Other Disbursements:
Transfers - Wire & ACH: North Suburban Employee Benefit Co-Op (May premium) 231,030.36 North Suburban Employee Dental Co-Op (May and June premium) 29,158.00 HMO-Illinois (May and June premium) 222,530.22
TOTAL $ 482,718.58
Banking Debits: Chase Merchant Service Charges (5/20) 3,004.84 Transfers to the Section 125 Reimbursement Account 12,423.44 NSCB Service Charges (5/20) 2,904.70 Matrix/Gateway - vehicle website fees (5/20) 1,682.14 USPS - Postage Costs (utility billing, Communicator, etc.) 4,409.36 FedChex AR Collections 480.00
TOTAL $ 24,904.48
Total June 2020 Disbursements 6,996,942.28
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REQUEST FOR BOARD ACTION AGENDA ITEM: 3.14
Village Manager’s Office
SUBJECT: Approval of Economic Relief Grant Expenditures
MEETING DATE: July 14, 2020
FROM: Erik Hallgren, Assistant Village Manager
BUDGET IMPACT: Total Economic Relief Program Budget: $531,000.00 Total Economic Relief Program Expense: $276,364.78 Total Remaining Funds: $254,635.22
Background The Village of Wilmette recognizes that coronavirus (COVID-19) has put a substantial burden on the Village’s small business community. The Governor of Illinois issued a ‘Stay at Home’ order that started on Saturday, March 21 and is expected to remain in effect for the duration of the Gubernatorial Disaster Proclamation. Since that time the State has implemented the ‘Restore Illinois’ Plan, which includes metrics and guidelines to reopen the state for business, education, and recreation. Currently the Village of Wilmette, along with the remainder of the State is in Phase 4 of the plan. Phase 4 allows gatherings of 50 people or fewer. Manufacturing, offices, retail, barbershops and salons, and restaurants and bars can reopen to the public with capacity and other limits and safety precautions under guidance from the Illinois Department of Public Health.
To combat the economic impact of COVID-19, the Village Board approved an economic relief program on Tuesday, March 24, 2020 in the amount of $375,000. On Tuesday, April 14, the Village Board approved extending the economic relief program to service based businesses in the Village in the amount of $156,000. Combined, the two programs offer $531,000 in grants to local businesses. The intent of the economic relief program is to provide immediate assistance to support small businesses impacted by the current public health crisis. Eligible local businesses can use these grants for short-term financial needs such as payroll, paying vendors, and paying suppliers. The program has the intent of preserving the Wilmette business community and local economy.
At the June 9, 2020 Village Board meeting, the Village Board revisited the grant program guidelines to determine if the program should be modified. Based upon Village Board discussion it was determined that the maximum grant value for service businesses would be increased from $1,500 to $5,000.
Page 1 of 2
Discussion Included in this request for approval of economic relief grant expenditures are applications that were submitted and processed through July 10, 2020. Applications submitted and processed after this date will be included in future expenditure approval requests.
Sales Tax Rebate Grant Program There has been a total of $218,397.65 approved through the sales tax program, with no funds included in this disbursement request.
Service Business Grant Program This disbursement requests includes one (1) application approved for disbursement in the amount of $935.59. There has been a total of $57,967.13 approved through the service business grant program.
Budget Impact
The economic relief grant programs are funded by General Fund reserves. The below chart shows the breakdown of budget and expense for each grant program.
Budget Expense Remaining Sales Tax Rebate Grant $375,000 $218,397.65 $156,602.35 Service Business Grant $156,000 $57,967.13 $98,032.87 Totals $531,000 $276,364.78 $254,635.22
Attachments 1. Listing of Business Grants 2. Accounts Payable Warrant 070820-3, dated July 8, 2020 - $935.59
Page 2 of 2 AGENDA ITEM: 3.14
SALES TAX GRANT PROGRAM Business Name Amount Disbursement Yogaview 548.46 040120-2 APPROVED Love's Yogurt 816.90 040120-2 APPROVED Salon Fusion 979.30 040120-2 APPROVED Fuel 1,268.00 040120-2 APPROVED Ross Wetzel Studio 1,458.70 040120-2 APPROVED Bella Cosa Jewelers 1,935.37 040120-2 APPROVED Thai Inbox 3,071.85 040120-2 APPROVED Hanig's Footwear 3,204.77 040120-2 APPROVED Kashian Bros 3,479.37 040120-2 APPROVED Yellow Bird 5,721.35 040120-2 APPROVED Nick's Neighborhood Bar & Grill 7,306.95 040120-2 APPROVED Homer's Ice Cream, Inc 7,313.78 040120-2 APPROVED Heart Auto Care 7,829.92 040120-2 APPROVED Napolita Pizzeria & Wine Bar 9,988.77 040120-2 APPROVED Convito Café & Market 14,663.67 040120-2 APPROVED Pescadero Seafood & Oyster Bar 16,168.92 040120-2 APPROVED Wilmette Theater 442.05 040820-1 APPROVED Shabahang Royal Carpet 1,016.96 040820-1 APPROVED H. Marion Framing Studio 1,091.21 040820-1 APPROVED Hubba Hubba 1,411.10 040820-1 APPROVED Gordon Salon 1,432.25 040820-1 APPROVED Wilmette Flowers 1,444.45 040820-1 APPROVED JP McCarthy's Pizza & Grill 1,853.75 040820-1 APPROVED Irvings For Red Hot Lovers 2,257.40 040820-1 APPROVED John Plunkett Interiors 2,663.70 040820-1 APPROVED Lambrecht's Jewelers 2,700.65 040820-1 APPROVED Village Audio Video 3,731.75 040820-1 APPROVED Wilmette Auto Body 4,580.30 040820-1 APPROVED Torino Ramen 4,811.61 040820-1 APPROVED The Noodle Café 5,397.55 040820-1 APPROVED Complete Birkenstock 5,942.54 040820-1 APPROVED Depot Nuevo 7,346.10 040820-1 APPROVED The Backyard Barbecue Store 10,966.04 040820-1 APPROVED Akai Hana 10,249.20 041520-1 APPROVED Al's Meat 1,939.05 041520-1 APPROVED Fuenfer Jewelers 6,987.20 041520-1 APPROVED Valley Lodge 10,355.44 041520-1 APPROVED Velosmith 2,936.00 041520-1 APPROVED Ridgeview Grill 6,428.60 041520-1 APPROVED Exhibit 607.15 041520-1 APPROVED Chuck Wagon 597.90 041520-1 APPROVED Mona Lisa Stone & Tile 766.55 041520-1 APPROVED Vibrato 2,194.23 041520-1 APPROVED Akira Sushi 1,295.88 042220-3 APPROVED Alchemy 1,082.21 042220-3 APPROVED Cigary 1,312.19 042220-3 APPROVED DDK Kitchen Design 1,509.53 042220-3 APPROVED Hotcakes 1,242.44 042220-3 APPROVED Morning Glory 1,355.45 042220-3 APPROVED Trendy Taco 1,008.00 042220-3 APPROVED Rouzati Rugs 1,248.83 042920-1 APPROVED Chantilly Lace 4,504.62 042920-1 APPROVED Rolf Salon 339.98 042920-1 APPROVED The Big Tomato Pizza 370.06 050620-1 APPROVED AO Sushi 8,893.03 050620-1 APPROVED Tsing Tao 2,011.95 051320-4 APPROVED Golden Berry 609.90 051320-4 APPROVED John's Shoes 42.90 051320-4 APPROVED William Harris Lee & Co 791.22 060320-3 APPROVED Dowize Bistro 2,872.65 060320-3 APPROVED TOTAL$ 218,397.65
SERVICE BUSINESS GRANT PROGRAM Business Name Amount Disbursement Salon Fusion 1,500.00 042220-3 APPROVED Center for Oriental Medicine 1,500.00 042220-3 APPROVED Jon Kailey Salon 1,056.42 042220-3 APPROVED OutatTime 342.13 042220-3 APPROVED Wilmette Massage Therapy 1,500.00 042220-3 APPROVED North Shore Music 619.49 042920-1 APPROVED Hot Cuts 818.58 042920-1 APPROVED Tres Bien Nails & Spa 1,151.45 042920-1 APPROVED Dimavera 1,169.30 042920-1 APPROVED Dog Wash 1,500.00 042920-1 APPROVED Forever Young Nails 1,500.00 042920-1 APPROVED Pilates Central 1,500.00 042920-1 APPROVED Personal Fitness Training 1,500.00 042920-1 APPROVED Top Spa Nails 698.50 042920-1 APPROVED Wilmette Auto Care 1,500.00 042920-1 APPROVED Northwest Passage 1,500.00 042920-1 APPROVED Studio North Academy of the Performing Arts 1,500.00 042920-1 APPROVED Shawn Mossell/Wilmette Hypnosis Center & Massage 293.53 042920-1 APPROVED Redefined Fitness 1,500.00 042920-1 APPROVED Staley Martial Arts 917.83 042920-1 APPROVED Music Theater Works 1,500.00 042920-1 APPROVED Friendly Nails 844.54 042920-1 APPROVED CrossFit Wilmette 1,500.00 042920-1 APPROVED Organic Nails & Spa 1,500.00 042920-1 APPROVED Gold Medal Cleaners 1,500.00 042920-1 APPROVED Reavy Fitness 463.81 050620-1 APPROVED J&J Cleaners 590.05 051320-4 APPROVED Actor's Training Center 1,149.62 051320-4 APPROVED John's Shoes 264.64 051320-4 APPROVED Green Plus Cleaners 400.65 060320-3 APPROVED Linden Cleaners 752.80 060320-3 APPROVED Total Body Restore 315.39 061020-4 APPROVED Salon Fusion 3,500.00 061720-3 APPROVED Redefined Fitness 3,500.00 061720-3 APPROVED Music Theater Works 3,500.00 061720-3 APPROVED Gold Medal Cleaners 3,345.35 061720-3 APPROVED Northwest Passage 2,175.71 061720-3 APPROVED Wilmette Auto Care 1,841.00 061720-3 APPROVED Studio North Academy of the Performing Arts 1,395.20 061720-3 APPROVED Wilmette Massage Therapy 1,236.77 061720-3 APPROVED Organic Nails & Spa 677.55 061720-3 APPROVED Dog Wash 568.37 061720-3 APPROVED Center for Oriental Medicine 352.25 061720-3 APPROVED Forever Young Nails 269.74 061720-3 APPROVED Personal Fitness Training 227.48 061720-3 APPROVED Pilates Central 88.53 061720-3 APPROVED CrossFit Wilmette 4.86 061720-3 APPROVED Heidi Spa Nail City 935.59 070820-3 TOTAL$ 57,967.13 9,//$*(2):,/0(77(
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5HSRUWJHQHUDWHG 3DJH 8VHU SULVWRYQLNO 3URJUDP,' DSSGZDUU REQUEST FOR BOARD ACTION AGENDA ITEM:3.15
Village Manager’s Office
SUBJECT: Report on 2020 Engineering Program- Potential Cost Reductions
MEETING DATE: July 14, 2020
FROM: Michael Braiman, Village Manager
BUDGET IMPACT: See Budget Impact Section
Recommendation
Staff is seeking the concurrence of the Village Board to proceed with the engineering program as originally contemplated in the FY 2020 Budget (no reductions in planned work).
Background
At the April 14, 2020 Village Board meeting, staff presented a number of engineering program cost savings options for consideration by the Village Board. Given the financial uncertainty of COVID-19, the Village Board planned to review components of the engineering program to determine whether or not to proceed with the work based on the Village’s financial position. These reviews would take place on June 9 and July 14 based on construction timelines for the impacted programs.
For background, three of the Village’s engineering programs realized savings as part of the bids for work. The savings will not impact the Village’s planned work for 2020.
x Road Program: $51,000 x Alley Program: $40,000 x Brick Street Maintenance: $38,000
One of the Village’s engineering projects realized savings due to a shift in the timing of the project. Savings will be realized in 2020 but will be budgeted in future years.
x Skokie Valley Trail Eng.: $20,000
The overall engineering program savings for 2020 is $149,000.
Page 1 of 2 Discussion
June 9- Road and Alley Programs At the June 9, 2020 Village Board meeting, the Board considered additional savings to the road and alley programs that would reduce the amount of planned work for the year. Based on the Village’s strong financial position, and current infrastructure needs, the Board elected to proceed with these programs as budgeted. At this meeting, the Board discussed also proceeding with the engineering maintenance programs (discussed in more detail below) and as such, directed staff to place the July 14 memorandum on these programs on the Consent Agenda.
July 14- General Maintenance Programs The July 14 Village Board meeting is the last opportunity to reduce engineering program expenses for the year. Projects that could be reduced include:
Program Potential Budget Revised Potential Comment Budget Savings Street Patching 92,000 69,000 23,000 25% contract reduction Sidewalk Replmt. 70,000 45,000 25,000 35% contract reduction Pavement Marking 50,000 37,000 13,000 25% contract reduction Curb Replacement 25,000 5,000 25,000 80% contract reduction Pavement Rejuv. 19,000 - 19,000 Defer until future years Traffic Calming 25,000 1,000 24,000 Defer until future years Total $281,000 $157,000 $124,000
Budget Impact
As discussed at the June 28 Village Board meeting, May financial performance was below expectations. However, when considered in the aggregate, April/May performance is still consistent with the Village’s initial COVID financial impact scenarios. As such, year-end projections, even under the worst -case scenario, continue to project a General Fund reserve level of approximately 30%.
In addition, the Village received in May an unbudgeted allocation of Motor Fuel Tax (MFT) type funds from the State of Illinois in the amount of $285,000- these monies must be used on long- term assets such as alley reconstruction or brick street overlays (municipalities have been informed that five additional MFT type payments in the same amount are expected over the next 2.5 years). These funds essentially result in a ‘savings’ of $285,000 to the Village as they can be leveraged to offset a portion of the 2020 engineering program cost.
As staff prepares the FY 2021 CIP and Budget, all of the engineering programs will be reviewed in detail given the financial impact of COVID-19.
Documents Attached
1. Memo from the June 9, 2020 Village Board meeting regarding engineering programs savings
Page 2 of 2 AGENDA ITEM:3.15 Meeting Date: June 9, 2020 To: Village President & Board of Trustees From: Michael Braiman, Village Manager
Subject: Engineering Program Analysis- Cost Savings for Consideration
Note: This item is of an immediate and critical nature as decisions regarding reductions in the road and alley programs must be made by June 9 in order for the construction to be completed this year.
At the April 14, 2020 Village Board meeting, staff presented a number of engineering program cost savings options for consideration by the Village Board.
Three of the Village’s engineering programs realized savings as part of the bids for work. The savings will not impact the Village’s planned work for 2020.
x Road Program: $51,000 x Alley Program: $40,000 x Brick Street Maintenance: $38,000
One of the Village’s engineering projects realized savings due to a shift in the timing of the project. Savings will be realized in 2020 but will be budgeted in future years.
x Skokie Valley Trail Eng.: $20,000
The overall engineering program savings for 2020 is $149,000.
In addition to the above savings, cost reductions that would reduce the amount of planned construction work were previously presented to the Board for consideration depending on the Village’s financial outlook and status of COVID-19. The programs identified for potential reductions are listed on the following page.
Staff Recommendation At this time, staff does not recommend any reductions to the engineering program (road, alley or the maintenance programs). The Village’s financial outlook remains in-line with the projected COVID scenarios and the movement to Phase 3 of the Governor’s Restore Illinois Plan on May 29 is consistent with the Village’s COVID financial scenario #1 (the more optimistic scenario) that assumed economic recovery starting in the third quarter of 2020.
In addition, the Village received in May an unbudgeted allocation of Motor Fuel Tax (MFT) type funds from the State of Illinois in the amount of $285,000- these monies must be used on long- term assets such as alley reconstruction or brick street overlays (municipalities have been informed that five additional MFT type payments in the same amount are expected over the next 2.5 years). These funds essentially result in a ‘savings’ of $285,000 to the Village as they can be leveraged to offset a portion of the 2020 engineering program cost.
For the June 9 Village Board meeting, staff is seeking the concurrence of the Village Board to proceed with the road and alley programs as originally contemplated in the FY 2020 Budget (no reductions in planned work).
On July 14, the Village Board will consider whether to reduce funding of the remaining engineering maintenance programs (no recommended reductions at the time).
As staff prepares the FY 2021 CIP and Budget, all of the engineering programs will be reviewed in detail given the financial impact of COVID-19.
Engineering Program- Potential Savings
Description Budget Savings Potential Comment Regarding Decision Realized Add’l Additional Savings Dates Savings Street Resurfacing 2,750,000 51,000 215,000 Reduce by up to 3 blocks June 9 Alley Maintenance 450,000 40,000 172,000 Reduce by up to 1.5 alleys June 9 Brick Maintenance 110,000 38,000 18,000 25% contract reduction July 14 Skokie Valley Trail1 20,000 20,000 - Deferred to 2021 due to N/A grant timing Street Patching 92,000 - 23,000 25% contract reduction July 14 Sidewalk Replcmt. 70,000 - 25,000 35% contract reduction July 14 Pavement Marking 50,000 - 13,000 25% contract reduction July 14 Curb Replacement 25,000 - 20,000 80% contract reduction July 14 Pavement Rejuv. 19,000 - 19,000 Defer until future years July 14 Traffic Calming 25,000 - 24,000 Defer until future years N/A Road Engineering 170,000 - - Necessary for road N/A program Crack Sealing 25,000 - - No reduction N/A recommended Totals 3,806,000 149,000 529,000
1 *The Skokie Valley Trail project is predominantly grant funded and the net cost to the Village in 2020 was to be $20,000; the project has been deferred to 2021 REQUEST FOR BOARD ACTION AGENDA ITEM: 3.16
Engineering & Public Works
Department
SUBJECT: Owner’s Representative Services for the Central Avenue and Downtown Streetscape Project
MEETING DATE: July 14, 2020
FROM: Brigitte Berger-Raish P.E. Director of Engineering and Public Works Dan Manis, P.E., Village Engineer
BUDGET IMPACT: Contract Value $93,006
Recommended Motion Move to approve a contract in an amount of $93,006 with RHMG, Mundelein, IL for Owner’s Representative Services associated with the Central Avenue and Downtown Streetscape Project.
Background The first phase of the Central Avenue and Downtown Streetscape Project is scheduled for August through December and is currently on schedule for the project start. The first phase of construction consists of watermain replacement from Green Bay Road to Sheridan Road, immediately followed by road reconstruction of Central Avenue in the downtown. The goal of the first phase is to complete all the Central Avenue downtown road and sidewalk reconstruction by December, so parking and access is fully restored for the holiday shopping season.
Construction of this magnitude will generate many questions and concerns from the project stakeholders, which include the downtown businesses, School District 39, PACE and the residents. In order to ensure the stakeholder’s concerns are addressed quickly and thoroughly, staff asked for a proposal from RHMG to perform the role of Owner’s Representative during construction.
The Owner’s Representative for this project will be Lisa Brock. Ms. Brock’s primary role will be to respond to and resolve stakeholder concerns with the contractor and the consulting team overseeing the project. Given the challenges the business community has endured as a result of the on-going pandemic, coordination and communication during construction will be essential. Ms. Brock will focus her work on meeting with the businesses, coordinating their parking and curbside pickup locations and working with the Village’s communication team and the contractor’s public relations team to communicate construction, traffic and parking information to businesses and the public.
Ms. Brock successfully served in the capacity for two recent projects, including the West Park Reservoir and Lake Avenue Pump Over project and currently the Neighborhood Storage Project (NSP), Phase 1 at Community Playfield.
Discussion The proposal from RHMG includes a combination of part time and full-time hours covering the phase 1 project timeframe. The Village will only be invoiced for the time that Lisa spends on the project. The timing of this proposal works well with her work on the NSP, because as NSP begins to wrap up in August and September, she will be able to transition to the Central Avenue project full time.
Phase 2 of the Central Avenue project is expected to begin in March with road improvements on Wilmette Avenue in the downtown. At that time, Village staff will evaluate the success of the phase 1 engagement, phase 2 project scope, staff’s workload and other project demands. Staff will then make a determination on whether or not to recommend an extension of RHMG’s contract through the end of the Central Avenue project.
Budget Impact The $93,006 for RHMG’s contract will be included in the Central Avenue bond issuance for 20201. The expenditure will be divided between the General Fund and the Water Fund.
Central Avenue Financial Summary Funding Source 2020 2021 Total General Fund- Village $752,721 $2,326,843 $3,079,564 RHMG Contract (50%) $46,503 $46,503 General Fund Total $3,126,067 Water Fund- Village $2,016,009 $2,016,009 RHMG Contract (50%) $46,503 $46,503 Water Fund Total $2,062,512 Grant Funding-State $1,299,005 $3,031,011 $4,330,016 Grant Funding-Local $221,615 $517,101 $738,716 Total Project $4,382,356 $5,874,955 $10,257,311
Documents Attached
1. Proposal from RHMG for Owner’s Representative Services for the Central Avenue and Downtown Streetscape Project
Page 2 of 2 AGENDA ITEM:3.16
REQUEST FOR BOARD ACTION AGENDA ITEM: 3.17
Engineering & Public Works
Department
SUBJECT: Contract Amendment -Outfitting Pick-Up Truck with Snow Plow Frame and Controls (FD-207)
MEETING DATE: July 14, 2020
FROM: Brigitte Ann Berger-Raish, P.E., Director of Engineering and Public Works Ben Wozney, Fire Chief Guy Lam, Deputy Director of Public Works Kurt Smith, Vehicle Maintenance Superintendent
BUDGET IMPACT: Vehicle Cost (Approved) $36,867 Emergency Lighting and Siren (Approved) $13,042 Other Equipment (Approved) $6,571 Exterior Graphics (Approved) $650 Radios (Approved) $2,200 Outfitting Cost (Contract Amendment) $2,070 Subtotal $61,400 Budget (2020) $70,000 Over/(Under) Budget ($8,600)
Recommended Motion
Move to approve a contract amendment in an amount not-to-exceed $2,070 with R.A. Adams Enterprises, Inc., McHenry, IL for outfitting a pick-up truck with a snow plow frame and controls.
Background
This pick-up truck (FD-207) is assigned to the Fire Department, scheduled for replacement in 2020 as part of the Village’s 10-YR Capital Improvement Program (CIP).
On December 10, 2019 the Village Board approved the purchase of a pick-up truck in the amount of $36,867 with the National Auto Fleet Group (NAF) which holds a national joint purchase agreement administered through Sourcewell.
The second phase of the pick-up truck build requires outfitting with equipment, including a snow plow frame and controls.
Discussion
In reviewing equipment outfitting for FD-207, staff identified repurposing the existing snow plow as a suitable and less costly option as compared to purchasing a new snow plow. However, this work requires installation of a snow plow frame and controls on the new pick- up truck.
On May 12, 2020 the Village Board approved a contract in the amount not-to-exceed $46,263.04 with R.A. Adams Enterprises, Inc., McHenry, IL for outfitting five pick-up trucks with equipment, including snow plows. These five pick-up trucks are assigned to the Engineering and Public Works Department.
The scope of work under the existing contract for pick-up truck outfitting is consistent with proposed work for FD-207. The awarded vendor has completed other truck outfitting projects for the Village in the past and has demonstrated to be a competent and capable vendor.
Therefore, staff deemed it prudent and expedient to enter into direct negotiations with the existing vendor and pursue an amendment to the existing contract. The final proposal of $2,070 is cost competitive based on review of existing contract pricing, and staff recommends award of contract amendment to R.A. Adams.
Budget Impact
Outfitting of the pick-up truck (FD-207) is allocated to the Capital Equipment Replacement Fund (CERF) as show below. Staff projects the final cost of the unit be $61,400, $8,600 under budget.
Vehicle 2020 Vehicle Outfitting Exterior Account Number ID Budget Cost Cost Graphics FD-207 $70,000 36,867 $23,883 $650 65011960070-480400-40851
Documents Attached
1. Proposal from R.A. Adams Enterprises, Inc., McHenry, IL for outfitting FD-207 with a snow plow frame and controls.
Page 2 of 2 AGENDA ITEM:3.17 QUOTE
Quote ID: Q23660 Quote Date: 6/19/2020
Quote Valid Until: 7/19/2020
Page 1 of 1
Sold to Customer:113771 Contact: Ship to Customer: Wilmette, Village Of KURT SMITH Wilmette, Village Of Contact: KURT SMITH 1200 Wilmette (Village Hall) 1200 Wilmette (Village Hall) Phone: (847) 853-7583 Wilmette, IL 60091 (847) 853-7583 Wilmette, IL 60091 Email: [email protected] (847) 251-2700
Salesperson: Steve Gould
Part Number Description Quantity Unit Price Amount ME17198 Mount Kit Chevy 2500/3500 '20 Up 1 EA $531.25 $531.25 ME15370SK Solenoid Starter 12V Meyer 1 EA $23.87 $23.87 ME19370 Clevis EZ-Mount Plus Meyer 1 EA $317.66 $317.66 ME22690DC Control Pistol Grip 1 EA $270.73 $270.73 ME22691 Harness, Vehicle Side DP E68 1 EA $227.04 $227.04 ME05024 Cable, Power Meyer 1 EA $9.99 $9.99 ME23060 Harness, Plow Light Vehicle Meyer 1 EA $189.13 $189.13 LABOR102 Plow Installation 1 EA $500.00 $500.00
Sub Total: $2,069.67 Discount: Sales Tax: $0.00 Grand Total: $2,069.67
Customer must fill out the information below before the order can be processed...
Accepted by:
Date:
P.O. Number:
* Terms are Due Upon Receipt unless prior credit arrangements are made at the time of order. * ALL prices as quoted are for payment by Cash or Check ONLY, unless specifically noted otherwise and agreed upon in advance. * Deposits are NON REFUNDABLE * Special Orders ARE FINAL SALE- NO RETURNS
Comments: MEYERS PLOW TRUCK SIDE ONLY FOR DAG 8.5' BLADE HANDHELD CONTROLLER
INSTALLED
2020 CHEVY 2500
LEAD TIME FOR SOME PARTS REQUEST FOR BOARD ACTION AGENDA ITEM: 3.18
Engineering & Public Works Department
SUBJECT: Purchase of Street Light Poles, Aluminum Arms and LED Luminaires
MEETING DATE: July 14, 2020
FROM: Brigitte Ann Berger-Raish, P.E., Director of Engineering and Public Works Guy Lam, Deputy Director of Public Works Tony Muzik, Street Superintendent
BUDGET IMPACT: Budget $52,020 Contract Cost $46,292 Over/(Under) Budget ($5,728)
Recommended Motion
Move to approve a contract in an amount not-to-exceed $46,292 with Graybar Electric Co., Inc., Glendale Heights, IL for purchase of 10 concrete streetlight poles, 24 aluminum arms and 60 LED luminaire heads.
Background
This contract provides for the purchase of 10 concrete light poles (31-foot, 26-foot and 21-foot lengths, autumn red color) and 24 aluminum arms manufactured by The StressCrete Group, and 60 LED luminaire heads manufactured by Leotek.
Of the Village’s 2,453 streetlights, 1,539 are decorative green poles, 752 are concrete and 162 are decorative black poles (i.e. downtown and business district areas). The Village’s concrete poles are located predominantly west of Ridge Road.
In 2018, the Village began a four-year concrete pole replacement program. The program’s intent was to replacement poles original to the system that used an older generation specification for construction which has been susceptible to wear and tear from road deicing salt. The new generation concrete poles are treated with an anti-corrosive protective coating, which is resistant to deicing rock salt and have an expected useful life of 50+ years.
Public Works crews started replacing concrete poles with on-hand inventory in 2018. In 2018, the Village purchased 20 concrete light poles (26-foot length) and 17 aluminum arms as part of the replacement program (first year) for concrete poles in poor to fair condition. In 2019, an additional 15 concrete light poles and 14 aluminum arms were purchased.
Page 1 of 4
In spring 2020, staff re-surveyed of all the concrete poles and updated condition assessments to identify those requiring replacement. Most of the concrete poles are 26-foot in length with a small grouping of 21-foot and 31-foot poles. Results of the condition assessment survey are denoted in the table below:
Quantity Condition Rating 590 Excellent 90 Very Good 27 Good 15 Fair 30 Poor 752 Total
All remaining concrete poles (i.e. fair to poor condition) are scheduled to be replaced by fall 2021. Current on-hand inventory is 16 concrete poles, which includes a reserve inventory of three to five poles for vehicular accidents, knockdowns and emergency replacement. All of the new concrete streetlight poles will have an LED luminaire head installed, providing a longer bulb life and minimum 50% energy savings as compared to conventional high intensity discharge (or HID) luminaires. A summary of the replacement program is below:
Year Pole Replacements 2018 6 2019 19 2020 22 2021 24
ComEd LED Conversion Grant Program
This request also includes purchase of 60 LED streetlight luminaire heads of which 40 LED luminaires will be used to replace high intensity discharge bulbs as part of ComEd’s Street Light LED Conversion Grant Program. The remaining LED luminaire heads will serve as on- hand inventory to replace damaged luminaire heads on an as needed basis throughout the rest of the year and/or go towards next year’s LED grant rebate program.
2020 marks the first year of participation in this program with targeted light poles located along Ridge Road and Lake Avenue. In-house crews are scheduled to complete the conversion project by early fall (October). The rebate amount is premised on the overall reduction in watts/hour (Wh) and energy savings rate from ComEd. Denoted below is a breakdown of upfront and net costs and the confirmed rebate amount from ComEd.
ComEd LED Conversion Grant Rebate Program Upfront Cost (LED Luminaires, 40-ct.) $10,560 Rebate Amount (ComEd) $4,358 Net Cost $6,202
Discussion
Page 2 of 4 AGENDA ITEM: 3.18
Last year (2019), Graybar Electric Co., Inc. (GEC) was the lowest bidder for furnishing concrete streetlight poles, aluminum arms and LED luminaire heads. In lieu of rebidding, staff entered into direct negotiations with GEC to secure favorable pricing for the FY 2020 purchase.
In the end, GEC was willing to lower unit pricing on the concrete streetlight poles while maintain fixed pricing on the aluminum arms and LED luminaire heads. The overall savings is $929 as compared to pricing from last year (see table below).
Cost Comparison -Material Purchase Total Cost (2019 Pricing) $47,221 Total Cost (2020 Pricing) $46,292 Savings $929
Additionally, GEC brought in a manufacturer representative from The StressCrete Group to field inspect concrete streetlight poles (i.e. 2004 model year and newer) with staff to review condition assessments and possible warranty coverage. While the Village doesn’t have a high density of light poles (2004 model year and newer) in the system, with most rated very good to excellent condition, the manufacturer was willing to credit the Village two additional light poles (size 31’ and 21’ length) at no cost. The value of these concrete light poles is $4,346.
Overall, the total benefit or savings associated with this purchase, including the ComEd LED conversion Grant Rebate, lower unit pricing from GEC and furnishing of two additional concrete poles at no cost from the manufacturer, is $9,633 (see table below with summary breakdown).
Item Description Savings ComEd LED Conversion Grant Rebate $4,358 Lower Unit Pricing from GEC $929 Two Additional Concrete Poles (No Cost) $4,346 Total Savings $9,633
Staff recommends approval of purchase with GEC as seeking out additional price quotes would not likely produce more favorable pricing. Likewise, GEC was proactive in reaching out to the manufacturer on behalf of the Village to receive credit on additional concrete streetlight poles.
If approved, this purchase also allows the Village to participate in ComEd’s LED Conversion Grant Rebate Program for the first time while continuing its systematic replacement of concrete streetlight poles deemed in poor condition.
Budget Impact
Light Pole Supplies and Parts are allocated to the General Fund in the account below. The contract is $5,728 below budget.
2020 Contract Description Account No. Budget Amount General Fund – Street Light Supplies $52,020 46,292 11333030-430124
Page 3 of 4 AGENDA ITEM: 3.18
Documents Attached
1. Proposal from Graybar Electric Co., Inc., Glendale Heights, IL
Page 4 of 4 AGENDA ITEM:3.18 900 REGENCY DR GLENDALE HEIGHTS IL 60139-2287 Phone: 630-671-6000 Fax: 630-671-6953
To: VILLAGE OF WILMETTE Date: 06/25/2020 711 LARAMIE AVE. Proj Name: POLES AND LIGHT HEADS WILMETTE IL 60091 GB Quote #: 0235668928 Attn: PHIL FALCONE Release Nbr: Phone: 111-111-1111 Purchase Order Nbr: Fax: Additional Ref# Email: Valid From: 06/25/2020 Valid To: 07/25/2020 Contact: ALDO MALDONADO Email: [email protected] Proposal We Appreciate Your Request and Take Pleasure in Responding As Follows Notes: POLES: 8-10 WEEK LEAD TIME FIXTURES: 3-4 WEEK LEAD TIME
NOTE FOR THE POLES:
SPECIAL ONE-TIME OFFER TO REPLACE EXISTING POLES OUTSIDE OF WARRANTY TERMS. OFFER IS GOOD FOR A ONE-TIME PURCHASE OF ALL ITEMS BELOW
Item Item/Type Quantity Supplier Catalog Nbr Description Price Unit Ext.Price
100 1 EA STRESSCRETE E3175-APO-G- $2,327.30 1 $2,327.30 S60-S/F-160-D- C/W-FC ______
101 1 EA STRESSCRETE E3175-APO-G- S60-S/F-160-D- C/W-FC ______
200 5 EA STRESSCRETE E2675-APO-G- $2,137.75 1 $10,688.75 S60- S/F-160-D-C/W- FC ______
300 4 EA STRESSCRETE P2175-APO-G- $2,018.75 1 $8,075.00 S60-S/F-160-D C/W-FC
This equipment and associated installation charges may be financed for a low monthly payment through Graybar Financial Services (subject to credit approval). For more information call 1-800-241-7408 to speak with a leasing specialist.
To learn more about Graybar, visit our website at www.graybar.com 24-Hour Emergency Phone#: 1-800-GRAYBAR
This Graybar quote is based on the terms of sale in the EV2370 Master Agreement which can be found by clicking the link found at https://www.omniapartners.com/hubfs/PUBLIC%20SECTOR/Supplier%20Information/Graybar/EV2370_Graybar_MAD_2017_12_20.pdf
Page 1 of 3 To: VILLAGE OF WILMETTE Date: 06/25/2020 711 LARAMIE AVE. Proj Name: POLES AND LIGHT HEADS WILMETTE IL 60091 GB Quote #: 0235668928 Attn: PHIL FALCONE
Proposal We Appreciate Your Request and Take Pleasure in Responding As Follows
______
301 1 EA STRESSCRETE P2175-APO-G- S60-S/F-160-D C/W-FC ______
400 24 EA STRESSCRETE KA160-A-SO-8 $390.00 1 $9,360.00 ______
500 60 EA LEOTEK GCM2-40H-MV- $264.00 1 $15,840.00 NW-3R-GY-1A- PCR7 ______
Total in USD (Tax not included): $46,291.05
This equipment and associated installation charges may be financed for a low monthly payment through Graybar Financial Services (subject to credit approval). For more information call 1-800-241-7408 to speak with a leasing specialist.
To learn more about Graybar, visit our website at www.graybar.com 24-Hour Emergency Phone#: 1-800-GRAYBAR
This Graybar quote is based on the terms of sale in the EV2370 Master Agreement which can be found by clicking the link found at https://www.omniapartners.com/hubfs/PUBLIC%20SECTOR/Supplier%20Information/Graybar/EV2370_Graybar_MAD_2017_12_20.pdf
Page 2 of 3 To: VILLAGE OF WILMETTE Date: 06/25/2020 711 LARAMIE AVE. Proj Name: POLES AND LIGHT HEADS WILMETTE IL 60091 GB Quote #: 0235668928 Attn: PHIL FALCONE
Proposal We Appreciate Your Request and Take Pleasure in Responding As Follows
Signed:______
This equipment and associated installation charges may be financed for a low monthly payment through Graybar Financial Services (subject to credit approval). For more information call 1-800-241-7408 to speak with a leasing specialist.
To learn more about Graybar, visit our website at www.graybar.com 24-Hour Emergency Phone#: 1-800-GRAYBAR
This Graybar quote is based on the terms of sale in the EV2370 Master Agreement which can be found by clicking the link found at https://www.omniapartners.com/hubfs/PUBLIC%20SECTOR/Supplier%20Information/Graybar/EV2370_Graybar_MAD_2017_12_20.pdf
Page 3 of 3 REQUEST FOR BOARD ACTION AGENDA ITEM: 3.19
Engineering & Public Works
Department
SUBJECT: Topographical Survey Services
MEETING DATE: July 14, 2020
FROM: Brigitte Berger-Raish, P.E., Director of Engineering and Public Works Dan Manis, P.E., Village Engineer Ryan Kearney, P.E., Project Manager
BUDGET IMPACT: Budget $30,650 Contract Cost $30,650 Over/(Under) Budget $0
Recommended Motion
Move to approve a contract in an amount not-to-exceed $30,650 with Robinson Engineering, Ltd., Itasca, IL, to provide Topographic Survey Services for Future Capital Improvement Projects.
Background
The Village develops Capital Improvement Projects (CIP) to rehabilitate public infrastructure. Three of the major programs are the Road Program, the Alley Reconstruction Program, and the Brick Street Renovation Program.
While these programs are designed by Village engineering staff, some specialized components of design require hiring a consultant. The purpose of this request is to hire a firm to collect topographic survey data for these projects.
The scope of work includes collecting the topographic survey data in the field and preparing the data in digital format. This data will be used by the staff to design engineering plan sets for each project. Plan sets are an essential component of the construction bid documents.
Discussion
The Village issued the Request for Proposal (RFP) on May 21, 2020, by posting the request to the Village and DemandStar websites. This RFP was also sent via email to a vendor distribution list. Proposals were due on June 11, 2020. The Village received submittals from ten (10) firms; only six (6) of the proposals were considered responsive due to incomplete proposal materials. The results of the six responsive proposals is shown below:
Alleys Streets Proposal Firm Total Total Total Robinson Engineering, Ltd. $9,150 $21,500 $30,650 Mackie Consultants, LLC $11,000 $28,371 $39,371 HBK Engineering, LLC $10,676 $30,650 $41,326 TERRA Engineering, Ltd. $15,000 $31,900 $46,900 Thomas Engineering Group $19,453 $50,154 $69,607 Hampton, Lenzini and Renwick, Inc. $25,480 $74,855 $100,335
Robinson Engineering, Ltd. submitted the lowest qualified proposal price for this service. The firm has no known previous work experience with the Village. Staff reached out to the Village of Itasca, the Village of Northbrook, and the City of Wood Dale and each organization provided a positive reference for this firm. For these reasons, the Engineering and Public Works Department recommends awarding the Topographic Survey services to Robinson Engineering.
The topographic survey is expected to begin this July and be completed by September 2020.
Budget Impact
Topographic survey services for capital projects are allocated to the below account within the General Fund. Engineering Services is a component of the overall road program of $1,720,000 in 2020 and the project is within budget.
Contract Description Account Number 2020 Budget Amount General Fund -Engineering Services 11202035-425250 170,000 $ 30,650
Documents Attached
1. Robinson Engineering Proposal
Page 2 of 2 AGENDA ITEM: 3.19
June 11, 2020 Proposal (RFP No. 20051) Topographic Survey Servies for Future Capital Improvement Projects
Village of Wilmette, Illinois
127 North Walnut Street, Suite 200, Itasca, IL 60143 (847) 250-5635 www.reltd.com CONTENTS
Section
Proposal Cover Sheet Instructions to Respondents Page Respondent Information Sheet Summary Proposal Sheet w/ Detailed Fee Schedule 8KNNCIG5RGEKƒECVKQPU
5WOOCT[QH3WCNKƒECVKQPU
Cover Letter 1 %QORCP[2TQƒNG +&162TGSWCNKƒECVKQP
3WCNKƒECVKQPU'ZRGTKGPEG References
Project Team 3
Additional Required Forms A 2TQRQUCN'ZEGRVKQPU5JGGV 2TQRQUCN#HƒTOCVKQPCPF%GTVKƒECVKQP %GTVKƒECVKQPQH%QORNKCPEG RFP No. 20051
REQUEST FOR PROPOSAL No. 20051
TOPOGRAPHIC SURVEY SERVICES FOR FUTURE CAPITAL IMPROVEMENT PROJECTS https://www.wilmette.com/government/bids-rfps/
Last Date/Time for Questions 06/04/2020 2:00 p.m. local time
Last Addendum Issued 06/09/2020 2:00 p.m. local time
Proposals Due and Opened on DemandStar.com 06/11/2020 2:00 p.m. local time
Submit Questions to: Submit Proposals at: [email protected] www.DemandStar.com
Note: This cover sheet is an integral part of the proposal documents and is, as are all of the following documents, part of any contract executed between the Village of Wilmette and any successful Respondent.
Robinson Engineering, Ltd.
Company Name (please print)
RFP Page 1 Village of Wilmette
RFP No. 20051
INSTRUCTIONS TO RESPONDENTS ON COMPLETING FORMS TOPOGRAPHIC SURVEY SERVICES FOR FUTURE CAPITAL IMPROVEMENT PROJECTS
PROPOSAL SUBMISSION FORMS, in this order
✔ ...... Proposal Cover Sheet (Page 1 of RFP) ✔ ...... This Instructions to Respondents Page ✔ ...... Respondent Information Sheet ✔ ...... Summary Proposal Sheet w/Detailed Fees Schedule (required) ✔ ...... Village Specifications ✔ ...... Summary of Qualifications ✔ ...... Proposal Exceptions Sheet ✔ ...... Proposal Affirmation and Certification Pages (signed) ✔ ...... Certification of Compliance (signed) ✔ ...... W-9
SUCCESSFUL RESPONDENT ONLY The successful Respondent will be required to execute the Contract included in Appendix One to this RFP. This document SHOULD NOT be completed at the time of proposal submission.
RFP Page 5 Village of Wilmette RFP No. 20051
RESPONDENT INFORMATION SHEET
Company Name: Robinson Engineering, Ltd.
DBA: N/A
Address: 127 N. Walnut Street, Suite 200
City, State, Zip: Itasca, IL 60143
Contact Name: Aaron E. Fundich, PE, Executive Vice President
Phone Numbers: Office: (815) 412-2701 Cell: (708) 574-3769
Email: [email protected]
Website: www.reltd.com
Federal Employer Identification # (FEIN): 36-2407339
IL Secretary of State File #: 4220-411-1
IL Department of Employment Security #: 0223348
IL Department of Revenue Registration #: 36-2407339
IL Department of Professional Regulation #: 184.001.128-0014 035.003241
Please include an explanation for any blank or “n/a” responses above. ______
Please indicate below how your company heard about this RFP. Select all that apply.
✔ Email from the Village of Wilmette DemandStar.com Other, ______
RFP Page 6 Village of Wilmette
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¤ Fees Estimated Breakdown Village of Wilmette, IL – Proposal for Professional Surveying Services
As requested in the Village’s Request for Proposal, an estimated breakdown of fees by labor category per program, with anticipated hours and hourly rates for team members are provided below.
Alley Program
Title/Role Hours Hourly Rate
Field crew 36 $ 115
CAD Manager 8 $ 136
CAD Tech 2 15 $ 109
Chief Land Surveyor 1 $ 158140 Land Surveyor 3 12 No$ Charge 142
Document Copies 13 documents13 $$ 35/copy174 Street Program
Title/Role Hours Hourly Rate
Field crew 86 $ 115
CAD Manager 19 $ 136
CAD Tech 2 39 $ 109
Chief Land Surveyor 2.5 $ 158 Land Surveyor 3 24 $ 142
Document Copies 20 documents $ 35/copy RFP No. 20051
VILLAGE SPECIFICATIONS
The following Specifications and other provisions shall govern the performance of the proposed Work and will be made a part of the Agreement.
The scope of services shall include, but not limited to, the following:
1. Submit a not-to-exceed price to survey four (4) ALLEYS with a total survey length of approximately 1,913 feet and varying R.O.W. widths. The topographic data shall be created and delivered in one AutoCAD 2018 drawing (.dwg) digital file, unless otherwise directed by the Project Contact.
2. Submit a not-to-exceed price to survey eight (8) ROADS with a total survey length of approximately 4,040 feet and varying R.O.W. widths. The topographic data shall be created and delivered in one AutoCAD 2018 drawing (.dwg) digital file, unless otherwise directed by the Project Contact.
Both ALLEYS and ROADS:
1. All data collected shall be in US State Plane Coordinates System, Illinois East zone, NAD-83, NAVD-88, US Survey Feet, as opposed to an arbitrary coordinate system.
2. Provide a minimum of two control points at each location (with horizontal and vertical control). The control points must be established in the field and immediately outside the limits of the survey location.
3. Station the ROW centerline in the field with white marking paint. Obtain cross-section elevations at each station from each ROW AND at least five (5) feet beyond. The cross-section elevations from the topographic survey should align with the annotations at each station in AutoCAD. If not, the Respondent will need interpolate the cross-section elevations at those stations in AutoCAD.
4. The survey shall include spot elevations and annotations for the following items within the ROW AND at least five (5) feet beyond: a. Street and Alley pavement (label the pavement material type), b. Sidewalk, Courtesy Walks, and Approach Walks (annotate the material type), c. Curbs (annotate the top of curb and flow line elevations), d. Parkways (annotate the material type), e. Trees (size, locations, and canopies), f. Driveways and Aprons (annotate the material type and limits), g. Fences, Gate Openings, and Planters, h. Utility Surface features (including but not limited to water, sewer, electric, gas, cable, traffic, lighting, telecom, aerial lines, sump/downspout discharge points), i. Sewer Manholes, Catch Basins, and Inlets (annotate all invert and top of frame elevations),
RFP Page 8 Village of Wilmette
RFP No. 20051
j. Sewers and Mains (annotate material type, flow orientation, and diameter of each pipe; the Village will provide utility atlas pages during the Work), k. Sewer and Water Structures (including Valve Vault, Valve Box, Domestic Services Boxes, Fire Hydrants, and B-Boxes; annotate type and elevation), l. Any high points, low points, and/or apparent grade breaks, including those outside the limits of the stationing (the Village will provide a pavement berm map during the Work for reference).
5. The topographic survey must originate in AutoCAD (conversion from MicroStation will not be accepted) and shall include a consistent layer system with the following: a. ROW lines (must display ROW lines in the alleys accurately), b. ROW centerline stationing, c. Addresses for parcels, d. Pavement limits (Street, Alley, Sidewalk, and Driveways), e. Hatch layer for Brick Paver pavement, f. Curb Lines (include back of curb and edge of pavement), g. Parkway limits (including tree & planter locations), h. Symbols and elevations for Utility Surface Features, i. Annotations for interior Manhole/Pipe data, j. Existing surface spot elevations (displayed at each station),
6. Prepare a legend of line types and symbols used in the topographic survey.
7. The text and annotations scale shall be 1” = 20’.
8. The plot style table to be used for layouts shall be “monochrome.ctb”.
9. The submittal shall include a digital text file listing the description, northing, easting, and elevation, for each data point.
10. The submittal shall include a PDF print of the model space for reference.
Specific to ALLEYS:
1. Cross-section stationing shall not exceed intervals of 25 feet.
2. Survey shall include elevations for all summits and low points, as well as driveway aprons, parking pads, and garage floors.
3. Collect topographic survey data to the opposite Right-of-Way at each alley entrance AND a minimum of 50 feet in each adjacent direction (100 feet total).
4. Provide a profile view of the alley surface and existing utilities at a 1” = 2’ vertical scale.
RFP Page 9 Village of Wilmette
RFP No. 20051
Specific to ROADS:
1. Cross-section stationing shall not exceed intervals of 50 feet.
2. Survey shall include elevations for all summits, low points, and pavement berms.
3. Collect topographic survey data of the entire intersection at each location limit AND a minimum of 50 feet in each adjacent direction beyond the intersection point-of-curvature (150 feet total).
4. Collect additional topographic survey data at each sidewalk ramp to provide sufficient detail for ADA evaluation.
RFP Page 10 Village of Wilmette
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June 11, 2020
To: Village of Wilmette 1200 Wilmette Avenue Wilmette, IL 60091
Attn: Mr. Cliff Ruemmier, Purchasing Manager
RE: Proposal (Request for Proposal No. 20051) Topographic Survey Services for Future Capital Improvement Projects
Dear Mr. Ruemmier:
Robinson Engineering, Ltd. (Robinson) is pleased to submit this Proposal for professional topographic surveying services for the Village of Wilmette. We are in receipt of and have reviewed Addendum 01 dated June 3, 2020 and Addendum 02 dated June 9, 2020.
Our technical expertise in all facets of municipal engineering is highlighted by decades of dedication to Illinois municipalities, counties, and state agencies. It has always been our top priority to maintain a high level of service and professionalism that our clients expect and deserve.
Our organization of over 160 professionals is fully dedicated to providing the highest quality service, and as your land surveying professional for this opportunity, we consider the successful attainment of your objectives as our primary goal. We will utilize in-house personnel to perform all services required for this endeavor. Our resources are ready and available to serve the Village and meet the requirements established in the RFP.
Key strengths of Robinson’s in-house team include: y Municipal and Private land surveying perspective. Personnel with over 100 years of combined professional municipal land surveying experience as well as private development land surveying experience. y Combined field technical experience of over 125 years completing tasks just like those outlined in the Village’s RFP.
We thank you for the opportunity to submit our Cost Proposal and look forward to the opportunity to commence a working relationship with the Village. If you need any further information, please contact any of us at your convenience.
Sincerely,
Aaron E. Fundich, PE Randell E. Gann, PLS John J. Beissel, PE Executive Vice President Land Surveying Department Manager Client Liaison (815) 412–2701 (708) 225-8204 (815) 464-2242 [email protected] [email protected] [email protected] Beyond the Expected
The daily needs of our local municipalities are our top priority. We understand the unique 83 regulatory agency landscape, community development issues and infrastructure funding Years in Business challenges faced by Chicagoland municipalities. Our professionals are equipped with the knowledge and experience to support your team. We go beyond standard civil engineering services to help municipalities accomplish their vision for the future.
Beyond Engineering 160+ • Land Surveying Professional Staff • Geotechnical Drilling and Material Testing • Environmental Services • Infrastructure Operations and Management • Geographic Information Systems (GIS) and Mapping 40 Why Robinson? Professional Engineers • Solutions to complex infrastructure challenges • Effective compliance strategies • Leaders in securing alternative funding for projects • Experts in stakeholder communications and public outreach 6 • Vast network and knowledge of federal & state regulations and processes %JKECIQNCPF1HƒEGU • Rigorous Quality Assurance/Quality Control (QA/QC) process
Engineering & Related Services
Potable Water Transportation Municipal Engineering Supply & Distribution Systems Phase I, II & III Engineering Capital Improvement Plans Storage Facilities Roadway Resurfacing & Reconstruction Infrastructure Master Planning Pumping & Treatment Facilities 6TCHƒE5KIPCNU5VTGGV.KIJVKPI Financing & Grant Assistance System Modeling Sidewalks/ADA Compliance Ordinance Updates & Compliance Master Planning & Studies Quiet Zones & Parking Lots Stakeholder Communication & Public Outreach
Wastewater Stormwater Development Reviews Conveyance Systems Detention Calculations & Floodplain Modeling Ordinance Compliance Treatment Facilities Storm Sewer & Culvert Design Adherence with Master Plans Lift Stations & Force Mains Floodplain Management & Map Revisions Permit Coordination & Assistance EPA/MWRD Compliance Location Drainage Studies Letter of Credit Determinations/Administration SCADA Systems NPDES/MS4 Compliance Construction Observation
-RƽS[ERH-RƼPXVEXMSR Land Surveying Planning and Zoning Sewer Televising & Evaluation Plats of Dedication, Easement, Annexation Application & Site Plan Reviews Smoke and Dyed Flood Testing ALTA/NSPS Land Title Surveys Municipal Code Interpretation & Updates System Start-Up & Flow Monitoring Topographic & Boundary Surveys Evaluate Land Use Regulations Sewer System Evaluation Study TIF Legal Descriptions & Exhibits Development Handbook/Guidelines GPS Locating 'NGXCVKQP%GTVKƒECVGU Zoning, Land Use, & US Census Maps
Water and Wastewater Operations Construction Management GIS / Mapping Facility Operations Layout & Staking Asset Management Maintenance Programs Observation of Completion & Quantities Parcel Management Monitoring & Sampling Oversee Pressure Test, Chlorination, Proof Roll Web Based Mapping Troubleshooting & Process Control Contractor Payout Review Planning & Economic Development Regulatory Reporting & Compliance Record Drawing Preparations Safety & Law Enforcement
Corrosion Mitigation Geotechnical and Material Testing Environmental Protective Coating Geotechnical Engineering 5KVG#UUGUUOGPVU '5#2'5#$TQYPƒGNF Condition Evaluations Subsurface Drilling Preliminary Site Investigations (PSI) 2NCP5RGEKƒECVKQP2TGRCTCVKQP Laboratory Material Testing Underground Storage Tank Management/LUST Construction Observation Construction Testing & Inspection Clean Construction or Demolition Debris (CCDD) Inspections for Warranty Pavement Analysis & Design Spill Prevention Control & Countermeasure Plans 6IKMWXVEXMSRW 'IVXMƼGEXMSRW
We stay ahead of the growing needs of our municipal clients. Our reputation and services enable us to provide quality engineering CPFTGNCVGFUGTXKEGU9GECPEQPPGEV[QWYKVJQWTUVCHHQHQXGTSWCNKƒGFRTQHGUUKQPCNUVQOGGV[QWTPGGFU
40 Professional Engineers (PE) +&16%GTVKƒGF$TKFIG+PURGEVQTU %GTVKƒGF(NQQFRNCKP/CPCIGTU %(/ %GTVKƒGF5WTXG[6GEJPKEKCPU %GTVKƒGF2TQHGUUKQPCNUKP'TQsion & 8 Public Water Supply Operators Sediment Control (CPESC) 5 Wastewater Treatment Works Operators 2 Leadership in Energy & Environmental Design 5 Wastewater Collection System Operators Accredited Professionals (LEED AP) 2 NACE Coating Inspectors 4 Professional Land Surveyors (PLS) 1 SSPC Protective Coatings Specialist 2TQHGUUKQPCN6TCHƒE1RGTCVKQPU'PIKPGGTU 261' %GTVKƒGF*C\CTFQWU/CVGTKCNU/CPCIGT 1 Registered Professional Geologist (PG) 1 ACI Concrete Field Testing Technician - Grade 1 1 Geographic Information Systems Professional (GISP) 756&GEQOOKUUKQPPGT%GTVKƒECVKQP %GTVKƒGF2NCPPGT #+%2 1 US Army Corps of Engineers Construction Quality 8 Professional Engineering Interns (PEI) Management for Contractors 17 Resident Engineering Technicians 0#55%1+PHNQY+PƒNVTCVKQP/KVKICVKQn, PACP/MACP/LACP +&16&QEWOGPVCVKQP%GTVKƒGF2GTUQPPGN 1 Licensed Asbestos Building Inspector +0&16%GTVKƒGF*KIJYC[+PURGEVQTU 3 OSHA 40-Hour HAZWOPER Materials Training 29 CRF +0&16%GTVKƒGF5KVG/CPCIGTU 15*#*QWT*C\CTFQWU/CVGTKCNU#PPWCN %GTVKƒGF2WDNKE+PHTCUVTWEVWTG+PURGEVQTU Refresher Training %GTVKƒGF'TQUKQn, Sediment & Stormwater Inspectors (CESSWI) March 16, 2020
Subject: PRELIMINARY ENGINEERING Consultant Unit Prequalification File
Christopher King ROBINSON ENGINEERING, LTD. 17000 South Park Avenue South Holland, IL 60473
Dear Christopher King,
We have completed our review of your "Statement of Experience and Financial Condition" (SEFC) which you submitted for the fiscal year ending Mar 31, 2019. Your firm's total annual transportation fee capacity will be $35,200,000.
Your firm's payroll burden and fringe expense rate and general and administrative expense rate totaling 169.00% are approved on a provisional basis. The rate used in agreement negotiations may be verified by our Office of Quality Compliance and Review in a pre-award audit.
Your firm is required to submit an amended SEFC through the Engineering Prequalification & Agreement System (EPAS) to this office to show any additions or deletions of your licensed professional staff or any other key personnel that would affect your firm's prequalification in a particular category. Changes must be submitted within 15 calendar days of the change and be submitted through the Engineering Prequalification and Agreement System (EPAS).
Your firm is prequalified until March 31, 2020. You will be given an additional six months from this date to submit the applicable portions of the "Statement of Experience and Financial Condition" (SEFC) to remain prequalified.
Sincerely, Jack Elston, P.E. Bureau Chief Bureau of Design and Environment SEFC PREQUALIFICATIONS FOR ROBINSON ENGINEERING, LTD.
CATEGORY STATUS Special Studies - Traffic Studies X Special Studies - Traffic Signals X Special Services - Construction Inspection X Hydraulic Reports - Waterways: Typical X Special Studies - Location Drainage X Structures - Highway: Simple X Special Studies - Safety X Special Services - Mechanical X Special Studies - Pump Stations X Special Services - Sanitary A Location Design Studies - Rehabilitation X Highways - Roads and Streets X Special Services - Electrical Engineering X Location Design Studies - Reconstruction/Major Rehabilitation X Special Services - Surveying X Special Studies - Feasibility X Structures - Highway: Typical A Special Studies - Lighting: Typical A
X PREQUALIFIED A NOT PREQUALIFIED, REVIEW THE COMMENTS UNDER CATEGORY VIEW FOR DETAILS IN EPAS. S PREQUALIFIED, BUT WILL NOT ACCEPT STATEMENTS OF INTEREST 3WCNKƒECVKQPU'ZRGTKGPEG Land Surveying
• ALTA/NSPS Land Title Surveys Our professional land surveying team offers ongoing quality services to municipalities, • Boundary Surveys school districts, transportation/highway departments, sanitary districts, natural gas • Commercial/Industrial Surveying pipeline companies, roadway contractors, and wind turbine farm developers. • Construction Layout & Staking • Easement Exhibits 1WT ƒGNF ETGYU WUG 6TKODNG )25 CPF )055 FGXKEGU CNQPI YKVJ HWNN[ TQDQVKE 6TKODNG • 'NGXCVKQP%GTVKƒECVKQP VQVCNUVCVKQPUVQGUVCDNKUJEQPVTQNUCPFEQPFWEVOGCUWTGOGPVU#NNGNGEVTQPKEƒGNFFCVC • Hydrographic Surveys and existing conditions data is processed utilizing commercially licensed AutoCAD, • Plats of Subdivisions, Annexation, AutoDesk Civil 3D, Trimble Business Center, and Bentley MicroStation. Disconnection, Dedication, Easement, Highway, Vacation/Abrogation, and Zoning • Route Surveys • ROW Land Acquisitions • Topographic Boundary Surveys • Petition for Tax Division • Petition for Tax Consolidation • TIF Legal Descriptions and Exhibits • Municipal Plat Reviews
www.reltd.com Representative Projects Surveying
Eisenhower Elementary School Parking Lot Expansion and Drainage System South Holland, IL
• Coordinated civil site design and layout for 18,000 SF building addition Project Manager • Emergency and school bus vehicle maneuverability design John Hilsen, PE • Geometric site layout and grading Completed: 2012 • Designed drainage system and detention facility • Provided permit coordination and surveying services
Surveying and Field Services Illinois Department of Transportation
Project Manager • Provided field and office professional land surveying services Randell E. Gann, PLS • Prepared plat of highways and legal descriptions for 70 parcels of land Completed: 2009 • Completed Primary control survey using (GPS) • Reviewed existing right of way documents and detailed calculations • Proposed right of way based on necessary engineering requirements
Peralte-Clark Surveying Services Illinois Department of Transportation
Project Manager • Topographic survey at intersection U.S. Rte 30 and IL State Rte 50 Randell E. Gann, PLS • Consisted of approximately 4500 lineal feet of multi lane roadway Completed: 2019 • Formed horizontal and vertical control using GPS/GNSS (VRS) • Conducted topographic measurements using robotic total stations • Inspected utility structures and incorporated into (CAD) file for client
Accurate Dispersions Boundary Survey Illinois Department of Transportation
Project Manager • Plat of survey in accord with State of Illinois standards Randell E. Gann, PLS • Parcels that were not contiguous to each other but held by the same Completed: 2011 parent company
Olympia Fields Country Club Boundary Survey Olympia Fields, IL
Project Manager • Plat of survey in accord with State of Illinois standards Randell E. Gann, PLS • Re-established and recordation of several United States Public Land Completed: 2011 Survey System corners Representative Projects Surveying
Plats of Highway & Legal Descriptions Illinois Department of Transportation
Project Manager • Acquiring new lands for IDOT right of way Randell E. Gann, PLS • &GXGNQRGFƒGNFOGCUWTGOGPVUCPFQHƒEGECNEWNCVKQPU Completed: 2010 • Prepared plats and legal descriptions for approximately one dozen different parcels
ALTA/ACSM Land Title Survey Will County Forest Preserve District
Project Manager Randell E. Gann, PLS • Performed ALTA/ACSM Land Title Survey of 20 acre parcel for addition Completed: 2008 • Included preparation of plat • Provided demarcation limits of the survey boundary with URGEKƒGFOCTMGTU
Lockport Township Park District City of Crest Hill, IL
Project Manager Randell E. Gann, PLS • 2GTHQTOGFVQRQITCRJKEUWTXG[QHCETGRCTMUKVGHQT TGFGXGNQROGPVQHRCTMƒTGUVCVKQPCPFEQOOGTEKCNDWUKPGUU Completed: 2006 • 9QTMGFENQUGN[YKVJENKGPVCPFCTEJKVGEVWTCNEQPUWNVCPVVQ provide necessary project data
Topographic Survey Village of Midlothian, IL
Project Manager • 2GTHQTOGFVQRQITCRJKEUWTXG[QHRCTMUKVGCPFEQTTKFQT Randell E. Gann, PLS HQTUVQTORTKQTVQTGFGXGNQROGPVQHVJGRCTMUKVG Completed: 2011 • Coordinated with client and design consultants preparing the redevelopment plans
ALTA/ACSM Land Title Survey 8KNNCIGQH%CNWOGV2CTM+.
Project Manager • Completed ALTA/ACSM Land Title Survey in accordance Randell E. Gann, PLS with the 2005 Standards Completed: 2005 • 6JGUWTXG[YCUCFLCEGPVVQ%GFCT2CTM%GOGVGT[ • Investigated access issues regarding potential grave sites along the boundary of the parcel Representative Projects Surveying
IL Rte. 22- Krueger Rd. to IL Rte. 83 Illinois Department of Transportation
Project Manager • Prepared plats of highway and legal descriptions for approx. 20 parcels Randell E. Gann, PLS • Determined existing right of way from found evidence in the field Completed: In Progress • Coordinated with IDOT and another firm to complete the project within the appropriate parameters
Plats of Highway & Legal Descriptions Illinois Department of Transportation
Project Manager • Developed of field measurements and office calculations for the Randell E. Gann, PLS purpose of acquiring new lands for IDOT right of way Completed: 2010 • Prepared plats and legal descriptions for approximately one dozen parcels, some of which required multiple acquisitions
Topographic Survey & ROW H.W. Lochner
Project Manager • Provided survey services Randell E. Gann, PLS • %QPFWEVGFVQRQITCRJ[KP4KXGT(QTGUV(QTGUV2CTMCPF1CM2CTM Completed: 2008 • (KPCNFGNKXGTCDNGQH/KETQUVCVKQPGNGEVTQPKEFTCYKPIƒNG &)0 CPFUWRRQTVKPIƒGNFPQVGUCPFRJQVQU
US Rte. 14 - Lake Shore Dr. - Ridgeland Rd. Illinois Department of Transportation
Project Manager • Prepared plats of highway and legal descriptions for approx. 35 parcels Randell E. Gann, PLS • Resolved existing right of way from documentation in conjunction Completed: 2013 with found evidence • Coordinated with IDOT and another firm to complete the project within parameters
Wolf Road at 183rd Street Illinois Department of Transportation
Project Manager Randell E. Gann, PLS • Prepared plats of highway and legal descriptions for 4 parcels in Will CPF%QQM%QWPV[ Completed: 2010 • Resolved existing right of way from documentation in conjunction with found evidence • 9QTMGFYKVJ+&16VQOGGVRTQLGEVPGGFUKPCVKOGN[ Representative Projects Surveying
2013 Construction Proposed 6Q[QVC2CTM2CEG6TCPUKV%GPVGT
Project Manager • Provided civil design for LEED Certified Building to serve Pace Routes 2CVTKEKC-$CTMGT2'%(/ • Roadway infrastructure and street lighting for future routes Completed: 2012 • Designed site provided safe access, lighting, storm water management, service utilities and agency permits • Met ADA Standards to support pedestrian and bicycle facilities to serve the site and modes of transportation
Parking Lot & Transfer Station Design/ Landscaping & Other Amenities Metro Transit Centre River Valley Metro Transit
Project Manager • &GUKIPGF/GVTQ%GPVTGRCTMKPINQVGZRCPUKQPCPFVTCPUHGTUVCVKQP 4WUU2TGMYCU2' • Performed AutoTurn analysis for bus traffic flow through the facility • Added security fencing to separate bus storage from the commuters Completed: 2009 • Designed all infrastructure improvements on the project • Included extensive landscape amenities, bus shelter, 3 decorative waterfall features and LED monument sign Representative References Village of Wilmette, IL – Proposal for Professional Surveying Services
As requested in the Village’s Request for Proposal, a list of references for similar services is provided below.
x City of Highland x Village of Mount Prospect Manny Gomez, PE, City Engineer Sean Dorsey, Director of Public Works 1150 Half Day Road 1700 West Central Highland Park, IL 60035 Mount Prospect, IL 60056 (847) 926-1145 (847) 870-5640 [email protected] [email protected]
x Ports of Indiana x Village of Northbrook Joseph Nordman, PE, Port Engineer Jeff Koza, PE, Project Implementation Manager 6625 South Boundary Drive 1225 Cedar Lane Portage, Indiana 46368 Northbrook, IL 60062 (219) 716-4351 (847) 644-4124 [email protected] [email protected]
x Village of Itasca x Peralte – Clark LLC Ross Hitchcock, Director of Public Works John Clark, PE 550 W. Irving Park Road 171 West Wing Street, Suite 204B Itasca, IL 60143 Arlington Heights, Illinois 60005 (630) 228-5780 (847) 485-8069 [email protected] [email protected]
x Village of Lansing x Village of Romeoville Dan Podgorski, Village Administrator Rich Vogel, Village Attorney 3141 Ridge Road 1050 West Romeo Road Lansing, Illinois 60438 Romeoville, Illinois 60446 (708) 895-7200 (815) 723-8500 [email protected] [email protected]
x Village of Morton Grove x The Village of South Holland Chris Tomich, PE, Village Engineer Frank Knittle, Director of Planning & Development 7840 N. Nagle 16226 Wausau Avenue Morton Grove, IL 60053 South Holland, Illinois (847) 470-5235 (708) 210-2915 [email protected] [email protected]
x City of Wood Dale Alan Lange, Director of Public Works 720 North Central Avenue Wood Dale, IL 60191 (630) 350-3530 [email protected]
Project Team - 3 Project Manager Client Liaison Principal-in-Charge Land Surveying Dept. Manager Aaron E. Fundich, PE John J. Beissel, PE Randell E. Gann, PLS
Land Surveyor Brad Lueders, PLS
Field Crew CAD
-GXKP/E)WHƒP David J. McGrath Andrew P. Gulden, CAD Dept. Manager Scott E. Ranger Kevin W. Muhr, CAD/Survey Technician Robert J. Gamboa Aaron E. Fundich, PE Executive Vice President
Mr. Fundich is one of the managing partners of Robinson Engineering, Ltd., overseeing our DuPage, Lake, and Education Will County regional offices. He serves as one of the firm’s primary liaisons with client communities and Master of Project Management (with industry professionals, while staying abreast of current regulatory issues and grant funding opportunities. Distinction) Mr. Fundich also represents the firm in contract negotiations and public presentations for client Keller Graduate School of communities. Management Bachelor of Science, Engineering Municipal Engineering University of Illinois Urbana - Has served as the firm’s Village Engineer for the following communities, all of which continue to utilize Champaign Robinson today: Professional Registration • Itasca 2012-Present Registered Professional Engineer, • Frankfort 1997-2012 Illinois, Indiana • Romeoville 2007-2009 • Manhattan 2005-2007 Professional Affiliations • South Holland 1999-2006 Illinois Society of Professional • Homer Glen 2001-2005 Engineers (ISPE) • South Palos Township 1995-2001 • Glenwood 1991-1999 American Council of Engineering • East Hazel Crest 1990-1999 Companies (ACEC), Government Affairs Committee Master Planning Illinois Association for Floodplain Project management or principal authorship of the following master planning efforts on behalf of client and Stormwater Management communities: (IAFSM)
• Downtown Infrastructure Master Plan Manhattan Will County Center for Economic • Water System Master Plan Manhattan Development • FPA Master Plan Update Frankfort • Iron Removal System Plan Frankfort Co-chair, Diplomat Committee • Facilities Planning Area Amendments Frankfort Member, Government Affairs • Wastewater Facilities Plan South Palos Township SD Committee South Holland Business Association, Project Design and Management Board of Directors, 2001-2005 Design and manage more than $40 million in federally and locally funded transportation projects, including: Publication • Richton Road Reconstruction Crete $6,200,000 “Infiltration Reduction Using • Wolf Road Reconstruction Frankfort $1,470,000 Trenchless Technology,” • Munster Bike Path Network Munster $1,800,000 • 135th Street Reconstruction Romeoville $20,000,000 Mining Journal Ltd., May 1999 • 135th Street Traffic Signal Romeoville $240,000 • Veterans Memorial Trail WCFPD $9,000,000 Employment History • Directional Drilling, Berry Court DuPage County $800,000 Robinson Engineering, Ltd. 1989-Present Manager, ICAP Sewer Rehabilitation (1989-2000) Prepared over 20 Sewer System Evaluation Surveys (SSES), including flow monitoring analyses, manhole inspections, smoke testing, dyed water flood testing, sewer televising, and private sector building inspections to isolate, identify, and quantify sources of infiltration/inflow (I/I) into separate sanitary sewer systems. He also designed more than 100 sewer rehabilitation projects totaling over $85 million of infrastructure improvements, including $20 million funded through the IEPA Water Pollution Control Revolving Fund. John J. Beissel, PE DuPage Field Operations Manager
A management level industry professional, Mr. Beissel served a 30-year career with the Cook County Education Department of Highways (CCDOTH). He was on the Chicago Metropolitan Agency for Planning (CMAP) Graduate Degree Certificate, Transportation Committee. Working out of the DuPage County office with the Village of Itasca as it relates to Construction Management infrastructure impacts due to the Elgin O’Hare Expressway Project (ISHTA EOWA) and is supporting various Illinois Institute of Technology client projects. Bachelor of Science, Civil Engineering Illinois Institute of Technology Robinson Engineering, Ltd. Field Construction Engineering oversight and field staff and management coordination. Ensures construction Professional Registration inspection efforts meet and exceed clients’ needs, assist in troubleshooting concerns related to construct- Professional Engineer ability, utility coordination, construction staging impacts, and provide weekly updates related to construction Illinois, Florida progress and daily interactions with construction representatives. Professional Certifications • MFT Street Program North Barrington $375,000 2019 IDOT Documentation of Contract • MFT Street Program Gilberts $245,000 2019 Quantities • IL Tollway, Elgin O’Hare Expressway Itasca $12,300,000 2013-Present #17-12482 • Western Access (7 contracts) OSHA 10-Hour Outreach Training • Summit Avenue Resurfacing, LAFO Villa Park $484,000 2017 Program - Construction • South York Street Resurfacing, LAFO Elmhurst $690,000 2017 • Pedestrian Improvements, STP Itasca $940,000 2017 Professional Affiliations • Pedestrian Improvements, FAU Itasca $960,000 2017 American Society of Civil Engineers • South York Street Resurfacing, FAU Elmhurst $700,000 2016 (ASCE) • MFT Roadway Program North Barrington $450,000 2015 • South Side Drainage Improvements Itasca $710,000 2015 Employment History • Happy Acres Detention Pond Imp. Itasca $250,000 2015 Robinson Engineering, Ltd. • Residential Basins CIPP Sanitary Elk Grove $3,10,000 2015 2014-Present
Cook County Department of Transportation & Highways Cook County Department of Transportation and Highways • 20 years in the CCDOTH Construction Bureau. 13 years as a Resident Engineer and, later, as the (CCDOTH) North Cook County Construction Area Supervision 1984-2013 • Appointed Bureau Chief of Transportation and Planning (T&P) • Selected for the Illinois Department of Transportation’s Executive Leadership Development Series and American Traffic Safety Services Association • Manage Bureau Chiefs: 120 employees, engineers, and support staff • Program Development & Project Management • Assistant Superintendent, involved in long range Transportation Plan • T&P Bureau Chief led the implementation of the CCDOTH’s first Asset Program, pavement management. Worked with CMAP for future regional growth • Resident Engineer for the EOWA grade separation over Meacham/Medinah • Directed multi-million-dollar projects as Resident Engineer in the CCDOTH Construction Bureau: • $18M road extension, Lane-Cook Rd. over Milwaukee Ave.; IDOT and Buffalo Grove • $6M project, created an architectural sound wall and berm outside Chicago Botanic Gardens, including landscaping; Glencoe, IL • $21M project to restore bituminous pavement, 42-inch water main install, drainage, lighting, pedestrian bridge. Glenview, IL • $13M pavement preservation project including concrete rehabilitation, curb and gutter replacement, bituminous overlays, and drainage. Randell E. Gann, PLS Manager, Land Surveying Department
Mr. Gann has 28 years of experience in all phases of land surveying, including public and private clients (e.g. Education school districts, municipalities, subdivisions). He has completed several federal aid and state projects for Bachelor of Science, Land Surveying land surveys, land title surveys (ALTA), plat of highway and other right-of-way (ROW) documents, including 1991 Purdue University horizontal and vertical controls, research of recorded documentation, reviewing and writing legal West Lafayette, Indiana descriptions, drafting plats, client communications and interaction and Quality Assurance & Control (QA/QC). Professional Registration
Federal Aid and State Surveys Professional Land Surveyor, Illinois, Handles various facets of land surveying as related to land boundaries, existing ROW determinations new Indiana ROW acquisitions, street ROWs, easement limits, and engineering topography for local route and state Professional Affiliations projects, including those for the Illinois Department of Transportation (IDOT). Illinois Professional Land Surveyors • Illinois Route 22 New & Existing ROW IDOT In progress Association (IPLSA) • Joe Orr Rd. New ROW Various In progress Indiana Society of Professional Land • Various Topographic & Boundary Surveys East Chicago, Indiana 2017 Surveyors (ISPLS) • Lake, Porter, & LaPorte Indiana Various LAMAR Advertising 2017 Boundary & Construction Surveys National Society of Professional Surveyors (NSPS) • DES No. 1173708 Summit at Crown Point, IN 2015 Old Merrillville Road Employment History • DES No. 0900067 Mississippi Street Merrillville, IN 2015 Robinson Engineering, Ltd. 101st Avenue to US Route 30 1991-Present • 170th Street New & Existing ROWs South Holland 2014 • US Rte. 14 New & Existing ROW IDOT 2013 • Wolf Road (at 183rd St.) New & Existing ROW IDOT 2011 • IL Rte. 173 @ Nippersink Creek Existing IDOT 2010 ROW Determination • US Rte. 30 Existing New & Exist. ROWs IDOT 2010 • Standard Ave., 121st & Front St. Whiting, IN 2010 Widening and Reconstruction
Subdivision Survey and Right-of-Way Oversight and responsibility for all facets of land surveying related to the determination of existing land boundaries, plats of subdivision, determination of existing ROW and the creation of new ROWs or easements necessary for engineering and site improvements.
• Knottingham Subdivision Roadway Downers Grove 2011 Reconstruction and Watermain Replacement • Norfolk Southern Railroad Properties Survey Manhattan 2010 • Re-subdivision Butternut Ridge Manhattan 2010 • GC America Topographic ALTA/ACSM Alsip 2009 • Town Center South Holland 2008
Land Surveying Department Manager (May 2012-Present) Handles estimating, budgeting, and reporting of department tasks for Robinson Engineering. Oversees project QA/QC, performs survey calculations, and coordinates field and office surveying activities necessary to verify adherence to scope of services, client satisfaction and standard field procedures. Brad Lueders, PLS Land Surveyor
Mr. Lueders has 34 years of industry experience, with 30 years in all phases of land surveying, including Education public and private clients. Mr. Lueders is a high- level professional formerly serving as CAD Manager Bachelor of Science, Industrial and Director of Surveying Operations. He has completed numerous federal aid and state projects for Technology land surveys, land title surveys (ALTA), plat of highway and other right-of-way (ROW) documents, Illinois State University including horizontal and vertical controls, research of recorded documentation, reviewing and writing Professional Registrations legal descriptions, drafting plats, client communications and interaction, and Quality Assurance & Professional Land Surveyor Control (QA/QC). Illinois
Federal Aid and State Surveys Professional Affiliations Handles various facets of land surveying as related to land boundaries, existing ROW determinations, Illinois Professional Land Surveyors new ROW acquisitions, street ROWs, easement limits, and engineering topography for local route and Association (IPLSA) state projects, including those for the Illinois Department of Transportation (IDOT). Employment History Subdivision Survey and Right-of-Way Robinson Engineering, Ltd. Oversight and responsibility for all facets of land surveying related to the determination of existing land 2014-Present boundaries, plats of subdivision, determination of existing ROW and the creation of new ROWs or VantagePoint Engineering, LLC easements necessary for engineering and site improvements. 2010-2014
• Halsted St. / IL Route 1 - Plat of Highways East Hazel Crest 2016 Burke Engineering Corporation, Ltd. • Rathje Road - Plat of Highways Peotone 2016 1985-2010 • Posen Water Main Construction - Posen 2016 ROW Determination • McEvilly Road - Plat of Highways Minooka 2015 • St. Francis Road - Plat of Highways Frankfort 2015 • Pleasant Ridge Wind Farm Livingston County 2015 • Vollmer Road Reconstruction - Olympia Fields 2015 Existing ROW Determination • Route 50 & Corning Road - Plat of Highways Peotone 2015 • Oak Park Avenue Reconstruction - Tinley Park 2015 • Existing ROW Determination • Monee - Manhattan Road Reconstruction Monee 2015 Existing ROW Determination • 135th St. Resurfacing Project Crestwood 2014 • Cal-Sag Road Crestwood 2014 • Kostner Ave. Resurfacing Project Crestwood 2014 • Will County Highway 62 Widening Lockport 2014
Director of Surveying (2005-2014) Vantagepoint Engineering, LLC (2010- 2014) Burke Engineering Corporation (2005-2010) Handled cost estimating, budgeting, invoicing, proposals, job set-up, and reporting. Coordinated field and office surveying activities to verify adherence to scope of services, client satisfaction and standard field procedures. Also responsible for calculations and drafting to assist engineering department, field data analyses, boundary determination, drafting and signing of plats, Layout calculations and CAD to assist engineering department. Trained survey office personnel and performed field work as necessary. Kevin McGuffin Survey Field Crew Chief
Mr. McGuffin, a survey field crew chief for Robinson Engineering, Ltd., has over 40 years’ experience in field survey Training procedures and operations involving topographic surveys, construction layout, as-builts, boundary surveys, ALTA Gas Systems Alert, & Confined Spaces surveys, landfill construction as-builts, and gas systems as-builts. Mr. McGuffin is also skilled in utilizing Global Positioning Systems (GPS), robotic total stations and leveling. Hazardous Site Materials Situation Municipal Surveys And Easement Field Work IDOT Technology Transfer Program Provide required field measurements for boundary surveys & easements, and construction layout for municipalities. Quarry Under Ground Safety • As Built Bolts For Band Shelter Lake Michigan East Chicago 2018 Survey Monument Retracements • Topo Hart Street For Bridge Replacement Dyer 2017 • Survey-Topo for Bike Trail Romeoville 2017 Employment History • Survey-Topo Redevelopment East Chicago 2017 Robinson Engineering, Ltd. • Survey-Topo Fox Valley Golf Course Fox Valley 2017 1978-Present • As Built Mississippi Street Merrillville 2017 • Topo For Wind Turbine Woodhull 2017 • Parkway Drainage Topographies Midlothian 2016 • Survey Topo of City Hall Gary 2016 • Topo Foli Park Plano 2016 • Downtown Topo Redevelopment Bensenville 2016 • Survey-Topo Water Main Extension Harvey, Posen 2016 • As Built Sanitary Sewer System Lyons 2016 • Glenwood Plaza Redevelopment Glenwood 2016 • Location of Cracks in Dike Lansing 2016 • Location of entire storm sewer system in city limits Monee 2015 • Fire stations survey and topo for expansions Schererville 2013 • Survey-topo to connect all treatment plants Frankfort 2013 together with 3 miles of force main Survey And Right-of-Way Establishing section corners, property corners, right of ways for streets, highways, railroads, pipelines and trails. Provide topographic, construction layout, and as-builts for municipal and private/corporate projects. • New Subdivision Downtown Tinley Park 2018 • Nicor Survey Glenwood 2017 • ROW For Water Main Trunk Line Morton Grove 2017 • Survey Pacesetter Steel Sauk Village 2017 • Survey O’Hare Radar Site Oak Forest 2017 • Survey Topo Pepsi-Co Bridgeview 2016 • Ameristar Casino East Chicago 2016 • 175th Street and Halsted for Quarry Expansion Homewood 2016 • As built new Exchange Road Crete 2015 • Lamar billboard site surveys Indiana 2011-18 • Survey right-of-way staking for new Route 14 Woodstock 2015 Corporate Endeavors Provide required field measurements for private building development and expansion, including topography and construction layouts. Provide elevations and locations for groundwater monitoring wells required for the EPA. • Staking Conveyor System McCook Federal Quarry 2017-18 • Lamar Surveys 2010-18 • Waste Management CID Kankakee Landfills Kankakee 1978-18 • Toyota Park Survey 2018-17 • Survey-topo for 8-mile Nicor gas pipeline Gary 2015-16 • Boundary survey 96 sq. mi.-Invenergy Windfarm Livingston C. 2014-15 • Survey-topo for 2 mi. 24” force main for CSL Bering Kankakee 2014 David J. McGrath Field Crew Chief
Mr. McGrath is a survey field crew chief with over 26 years of experience including construction layout Education and staking, field survey procedures and operations involving topographic surveys, Global Positioning Hillcrest High School Systems (GPS), robotic total stations and leveling. Mr. McGrath works closely with the project engineers Training and survey manager to review plans and specifications for each project. He verifies the accuracy of existing plans and profiles and notifies the project manager. He maintains precise and accurate records Flagger Safety First Aid and CPR in the field for each project. Erosion Control Certification
Construction Layout And Staking Employment History Provides required field measurements, establishes control points for boundary surveys and easements, Robinson Engineering, Ltd. performs the topographic survey in advance of the design and construction of municipal infrastructure 1989-Present projects such as new and existing roadways, sewer projects, water towers, pump stations, lift stations and construction of municipal buildings.
• Expansion to Industrial park, new roadway Glenwood 2015 construction layout and staking • Field engineering, including staking of Romeoville 2005-2015 sidewalk and curb and gutter for five miles of roadway per year. • Topographical village-wide surveys for Various 2005-2015 numerous capital improvement projects • Vernon Hills New Construction Vernon Hills 2014 • Field engineering, topographic for Prairie Oaks Coal City 2012-2014 Lift Station and force main project Scott E. Ranger Field Crew Chief
Mr. Ranger, with over 25 years’ experience, is a survey field crew chief for Robinson Engineering, Ltd. Education His experience includes field survey procedures and operations involving topographic surveys, Global Thornridge High School Positioning Systems (GPS), robotic total stations and leveling. Training
Construction Railroad Safety Certification Provide required field measurements for boundary surveys and easements prior to construction to Gas Pipeline Safety, Systems Alert, & further the advancement of municipal infrastructure. Perform construction layout for municipalities. Confined Spaces • 167th Road Reconstruction Harvey 2015 Flagger Safety • Old Plank Trail Reconstruction Chicago Heights 2015 • Westbrook Senior Living Streamwood 2014 Employment History Robinson Engineering, Ltd. 1990-Present Robert J. Gamboa Field Crew Chief
Mr. Gamboa, a survey field crew chief for Robinson Engineering, Ltd., has decades of experience in field Education survey procedures and operations involving topographic surveys. Mr. Gamboa, with Robinson for 24 Thornwood High School years, is also skilled in utilizing Global Positioning Systems (GPS), robotic total stations, and leveling. Professional Registration
Construction NSPS Certified Survey Technician Level II Provide required field measurements for boundary surveys and easements prior to construction to further the advancement of municipal infrastructure. Perform construction layout for municipalities. Training Survey Monument Retracements Gas • Guthrie Street Reconstruction East Chicago, IL In Progress Systems Alert, & Confined Spaces • Potter Street & Prospect Ave. Stormwater Imp. Wood Dale, IL In Progress Underground detention box culverts, lift station Flagger Safety • St. Francis Road & Union Ditch Bridge Rec. Frankfort, IL 2020 Railroad Track Safety CN & Metra • Woodlawn Bridge Reconstruction South Holland, IL 2017 Employment History • NIPSCO Gas Main Replacement Gary, IN 2015 • Mississippi Street Reconstruction Merrillville, IN 2015 Robinson Engineering, Ltd. 1996-Present • Community Park Redesign and Construction Munster, IN 2014 • 71st Street Reconstruction Bridgeview, IL 2013
Survey And Right-Of-Way Establishing section corners, property corners, right of ways for streets, highways, railroads, pipelines, and trails. Provide topographic, construction layout, and as-builts for municipal and private/corporate projects.
• 143rd Street Reconstruction Homer Glen, IL In Progress • NIPSCO Gas Main Replacement Gary, IN 2015 • 45th Street Grade Separation Munster, IN 2008 - Current
Andrew P. Gulden CADD Department Manager, Engineering CADD Technician
Mr. Gulden has 25 years’ experience as a Computer Aided Drafting and Design (CADD) Technician. He Education has served as the Assistant Department Manager and is currently the CADD Department Manager for Associate of Science Robinson Engineering. Mr. Gulden handles all facets of department business, while also heavily involved Computer Aided Design in his own CADD project workload. His projects include road reconstruction, site development, Joliet Junior College stormwater management, as well as site design for building additions. Certifications Computer Aided Design - Transportation Autodesk Land Development Desktop Prepares and oversees plan design for numerous large road reconstruction projects for clients, meeting (ALDD), Certified Federal / State guidelines, working closely with municipal engineers. Autodesk Civil Design for Roads (ACDR), Certified • Halsted at 174th Street E. Hazel Crest 2016 Autodesk Civil Design for Site • 183rd St. & Oak Park Ave Roundabout Tinley Park 2015 Development (ACDSD), Certified • Joe Orr Rd. – Torrence Ave. to Burnham Ave. CCDOTH 2014 • Center Street Reconstructions Harvey 2014 Employment History • Knottingham Subdivision Roadway Downers Grove 2012 Robinson Engineering, Ltd. • Reconstruction and Watermain Replacement 1994-Present • 183rd St. Reconstruction (US Route 45 – 80th Ave.) Tinley Park 2009
Computer Aided Design – Site Development Prepares and oversees infrastructure design plans for all aspects of site development/redevelopment projects, which include drainage/stormwater management, lot development, streets, sidewalks, water mains, etc. Also involved in site design for building additions.
• Glenwoodie Golf Course Improvements Glenwood 2009 • School District 168 Site Improvements Sauk Village 2008 Building Additions, 3 Schools • Town Center Redevelopment South Holland 2006 • Barretts Pond Tinley Park 2005
Department Manager (2009-Present) Serves as Robinson Engineering’s CADD Department Manager, overseeing staff, coordinating project schedules and assignments and timelines for department projects, including coordination with Field and Engineering Departments during construction. Handles all facets of department business, including budgeting, hiring, reporting, and resource allocation.
Assistant Department Manager (2000-2008) Served as Robinson Engineering’s Assistant CADD Department Manager, overseeing large projects and assisting the department manager on related business on a daily basis. Kevin W. Muhr CAD / Survey Technician
Mr. Muhr, a survey technician for Robinson Engineering has over 21 years’ experience in Computer Aided Education Drafting (CAD). He is experienced in conducting lot, boundary, ALTA surveys, survey calculations, Associates Degree of Science preparing plats and researching existing right of ways (ROW). He writes legal descriptions and reviews Computer Aided Drafting related historical data. Mr. Muhr’s responsibilities include evaluating engineering design and proposed ITT Technical Institute, Matteson, IL right of ways to accommodate design parameters, utilizing practical and economical configurations for Employment History proposed right of ways. Robinson Engineering, Ltd. Right-Of-Way, Surveys and Boundary Surveying 1997-Present Prepare mandated plats and legal descriptions required for the Illinois Department of Transportation’s (IDOT) land acquisition approval and for the Indiana Department of Transportation (INDOT).
• DS No. 0710056 Calumet Ave. & 45th Grade Separation Munster In Progress • Route 50 & Corning Ave. / POH Peotone 2016 • Halsted St. / II Rte. 1/POH for Land Acq. East Hazel Crest 2016 • Rathje Road / POH Peotone 2015 • 3 Floyd’s Consolidation Munster 2014 • DES No. 0710064 Martin Luther King Dr. Gary 2013 at 15th Ave. Roadway Improvements • DES No. 0900067 Mississippi St. for Land Acquisition INDOT 2013 • DES No. 1173708 Summit Street at INDOT 2013 Merrillville Rd. for Land Acquisition • Only Rain in the Drain Subdivision Merrillville 2012 • 71st St. Intersection Improvement, POH Bridgeview 2010 • 183rd St. & Wolf Road/POH for Land Acq. IDOT 2010 • IL Route 14 Improvement, POH for Land Acquisition IDOT 2010 • DES No. 0090280 Calumet Ave. Widening Munster/INDOT 2010 • U.S. Route 6, Paxton Ave. POH for Land Acq. Calumet City 2008 • U.S. Route 30 Improvement, POH for Land IDOT Acquisition 2008 Additional Required Forms - A RFP No. 20051
PROPOSAL EXCEPTION SHEET
The Respondent affirms that the prices quoted herein include all equipment, materials, labor, services, personnel, tools, machinery, utilities, supplies, insurance, bonds, supervision, overhead expense, profits, appliances, transportation and delivery charges, temporary facilities, licenses, permits, facilities and incidentals reasonably inferred as necessary to complete the Work in a timely and workmanlike manner. Any and all exceptions to these specifications MUST be clearly and completely indicated below. Attach additional pages if necessary.
✔ EXCEPTIONS TAKEN: NO YES (List below)
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PROPOSAL AFFIRMATION AND CERTIFICATION
IN SUBMITTING THE SUMMARY PROPOSAL SHEET AND OPTIONAL SERVICES SHEET, RESPONDENT AFFIRMS THAT IT:
1. Has carefully examined all of the documents included in this RFP, including Addenda Nos.______1, 2 (if none, write "NONE") and accepts the terms and conditions therein;
2. Is familiar with the federal, state and local laws and regulations that may affect cost, progress, performance and the furnishing of the Work;
3. Is aware of the general nature of Work, if any, to be performed by the Village or others that may relate to Work for which this bid is submitted as indicated in the RFP;
4. Has given the Village written notice of all conflicts, errors, ambiguities or discrepancies that Respondent has discovered in the RFP, if any, and the written resolution thereof by the Village is acceptable to Respondent. The RFP is generally sufficient to indicate and convey an understanding of all terms and conditions for performing and furnishing the Work for which this Bid is submitted.
FURTHER, IN SUBMITTING THIS BID / PROPOSAL RESPONDENT CERTIFIES THAT:
5. The prices in this bid proposal have been arrived at independently, without consultation, communication, or agreement, for the purpose of restricting competition, as to any matter relating to such prices with any other Respondent or with any competitor;
6. Unless otherwise required by law, the prices which have been quoted in the bid have not knowingly been disclosed by Respondent, prior to opening, directly or indirectly to any other Respondent or to any competitor;
7. This bid proposal has not made in the interest of or on behalf of any undisclosed person, firm or corporation and is not submitted in conformity with any agreement or rules of any group, association, organization or corporation; and,
8. Has not directly or indirectly induced or solicited any other Respondent to submit a false or sham bid; has not solicited or induced any person, firm or corporation to bid or refrain from bidding; and has not sought by collusion to obtain for itself any advantage over any other Respondent or over the Village.
9. They are familiar with all conditions, instructions, and contract documents governing this bid, including the Bond and Contract terms attached in Appendix One and Two, and that any exceptions to the contract document are included on the Bid Exception Sheet.
10. They understand that any contract entered into with the Village is non-exclusive and does not prevent the Village from employing similar contractors to perform the same or similar type
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RFP No. 20051
CERTIFICATION OF COMPLIANCE
DESCRIPTION: Topographic Survey Services For Capital Improvement Projects
______,Aaron E. Fundich having been duly sworn, depose and states as follows:
Having submitted an offer for the above goods and/or services, We hereby certify that: (initial all that apply)
PLEASE CHECK ALL APPLICABLE BOXES ✔ BARRED FROM BIDDING: We are not barred from bidding on these goods and/or services as a result of a violation of either 720 ILCS 5/33E or of any similar statute of another state or a federal statute containing the same or similar elements. ✔ SEXUAL HARASSMENT: We have a written sexual harassment policy in place in full compliance with 775 ILCS 5/2-105(A) (4). ✔ PAYMENT OF TAXES: We are not delinquent in the payment of any tax administered by the Illinois Department of Revenue; or if we are, it: (a) is contesting its liability for the tax or the amount of tax in accordance with procedures established by the Approved Revenue Act; or (b) has entered into an agreement with the Department of Revenue for payment of all taxes due and is currently in compliance with that agreement. ✔ EQUAL PAY ACT: Consultants, Contractors, and all subcontractors thereof, shall at all times comply with the provisions of the Illinois Equal Pay Act of 2003, 820 ILCS 112/1, et seq. ✔ CONFINED SPACE ENTRY: We will comply with all requirements of 29 CFR Part 1910 Permit Required for Confined Spaces for General Industry; including Section 1910.146(c) (9) “In addition to complying with the permit space requirements that apply to all employers, each Consultant who is retained to perform permit space entry operations shall: (a) obtain any available information regarding permit space hazards and entry operations from the host employer; (b) coordinate entry operations with the host employer, when both host employer personnel and Consultant personnel will be working in or near permit spaces, as required by paragraph (d)(11); and (C) inform the host employer of the permit space program that the Consultant will follow and of any hazards confronted or created in permit spaces, either through a debriefing or during the entry operation.” ✔ DRUG-FREE WORKPLACE: We will comply with all requirements Pursuant to Chapter 30, Section 580/1 of the Illinois Compiled Statutes (30 ILCS 580/1) et. Seq. entitled "Drug Free Workplace Act"; we will provide a drug-free workplace by: 1) Publishing a statement: a) Notifying employees that the unlawful manufacture, distribution, dispensation, possession, or use of a controlled substance, including cannabis, is prohibited in the grantee's of Consultant’s workplace. b) Specifying the actions that will be taken against employees for violations of such prohibition. c) Notifying the employee that, as a condition of employment on such contract or grant, the employee will: i) Abide by the terms of the statement; and ii) Notify the employer of any criminal drug statute conviction for a violation occurring in the workplace no later than 5 days after such conviction. 2) Establishing a drug free awareness program to inform employees about:
RFP Page 15 Village of Wilmette RFP No. 20051
a) the dangers of drug abuse in the workplace; b) the grantee's or Consultant’s policy of maintaining drug free workplace; c) any available drug counseling, rehabilitation, and employee assistance program; and d) the penalties that may be imposed upon employees for drug violations. 3) Making it a requirement to give a copy of the statement required by subsection (a) to each employee engaged in the performance of the contract or grant and to post the statement in a prominent place in the workplace. 4) Notifying the contracting agency within 10 days after receiving notice under part (B) of paragraph (3) of subsection (a) from an employee or otherwise receiving actual notice of such conviction. 5) Imposing a sanction on, or requiring the satisfactory participation in a drug assistance or rehabilitation program by any employee who is so convicted, as required by Section 5 (30 ILCS 580/5) of the Act. 6) Assisting employees in selecting a course of action in the event drug counseling treatment and rehabilitation is required, and indicating that a trained referral team is in place. 7) Making a good faith effort to continue to maintain a drug free workplace through implementation of this Section. 8) Failure to abide by this certification shall subject the Consultant to the penalties provided in Section 6 (30 ILCS 580/6) of the Act. ✔ NATIONAL SECURITY/USA PATRIOT ACT: We represent and warrant that, pursuant to the requirements of the USA Patriot Act and applicable Presidential Executive Orders, neither we nor any of our principals, shareholders, members, partners, or affiliates, as applicable, as a person or entity are named as a Specially Designated National and Blocked Person (as defined in Presidential Executive Order 13224) and that we are not acting, directly or indirectly, for or on behalf of a Specially Designated National and Blocked Person. We further represent and warrant that we and our principals, shareholders, members, partners, or affiliates, as applicable, are not, directly or indirectly, engaged in, and are not facilitating, the transactions contemplated by this Agreement on behalf of any person or entity named as a Specially Designated National and Blocked Person.
We further represent and warrant we are not acting, directly or indirectly, for or on behalf of any person, group, entity, or nation named by the United States Treasury Department as a Specially Designated National and Blocked Person, or for or on behalf of any person, group, entity, or nation designated in Presidential Executive Order 13224 as a person who commits, threatens to commit, or supports terrorism; and that we are not engaged in this transaction directly or indirectly on behalf of or facilitating this transaction directly or indirectly on behalf of, any such person, group, entity, or nation.
We hereby agree to defend, indemnify, and hold harmless the Village of Wilmette, its Corporate Authorities, and all Village of Wilmette elected or appointed officials, officers, employees, agents, representative, engineers, and attorneys, from and against any and all claims, damages, losses, risks, liabilities, and expenses (including reasonable attorneys’ fees and costs) arising from or related to any breach of the foregoing representation and warrant.
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RFP No. 20051
✔ EQUAL EMPLOYMENT OPPORTUNITY: In the event of the Consultant’s non-compliance with the provisions of this Equal Employment Opportunity Clause, the Illinois Human Rights Act or the Rules and Regulations of the Illinois Department of Human Rights ("Department"), the Consultant may be declared ineligible for future contracts or subcontracts with the State of Illinois or any of its political subdivisions or municipal corporations, 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 this contract, the Consultant agrees as follows: 1) 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, citizenship status, age, physical or mental handicap unrelated to ability, military status, or an unfavorable discharge from military service; 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. 2) That, if it hires additional employees in order to perform this contract or any portion thereof, it will determine the availability (in accordance with the Department's Rules) of minorities and women in the areas from which it may reasonably recruit and it will hire for each job classification for which employees are hired in such a way that minorities and women are not underutilized. 3) That, in all solicitations or advertisements for employees placed by it or 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 or ancestry, citizenship status, age, physical or mental handicap unrelated to ability, military status, or an unfavorable discharge from military service. 4) That it will send to each labor organization or representative of workers with which it has or is bound by a collective bargaining or other agreement or understanding, a notice advising such labor organization or representative of the Consultant’s obligations under the Illinois Human Rights Act and the Department's Rules. If any such labor organization or representative fails or refuses to cooperate with the Consultant in its efforts to comply with such Act and Rules, the Consultant will promptly so notify the Department and the contracting agency and will recruit employees from other sources when necessary to fulfill its obligations thereunder. 5) That it will submit reports as required by the Department's Rules, furnish all relevant information as may from time to time be requested by the Department or the contracting agency, and in all respects comply with the Illinois Human Rights Act and the Department's Rules. 6) That it will permit access to all relevant books, records, accounts and work sites by personnel of the contracting agency and the Department for purposes of investigation to ascertain compliance with the Illinois Human Rights Act and the Department's Rules. 7) That it will include verbatim or by reference the provisions of this clause in every subcontract it awards under which any portion of the contract obligations are undertaken or assumed, so that such provisions will be binding upon such subcontractor. In the same manner as with other provisions of this contract, the Consultant will be liable for compliance with applicable provisions of this clause by such subcontractors; and further it will promptly notify the contracting agency and the Department in the event any subcontractor fails or refuses to comply therewith. In addition, the Consultant will not utilize any subcontractor declared by the Illinois Human Rights Commission to be ineligible for contracts or subcontracts with the State of Illinois or any of its political subdivisions or municipal corporations.
RFP Page 17 Village of Wilmette
RFP No. 20051
✔ ILLINOIS PUBLIC WORKS EMPLOYMENT DISCRIMINATION ACT 1) Discrimination in employment prohibited: (a) No person shall be refused or denied employment in any capacity on the ground of unlawful discrimination, as that term is defined in the Illinois Human Rights Act, nor be subjected to unlawful discrimination in any manner, in connection with the contracting for or the performance of any work or service of any kind, by, for, on behalf of, or for the benefit of this State, or of any department, bureau, commission, board, or other political subdivision or agency thereof (b) The Illinois Human Rights Act applies to all contracts identified in subsection (a). 10/2. Deemed incorporated in contract: The provisions of this Act shall automatically enter into and become a part of each and every contract or other agreement hereafter entered into by, with, for, on behalf of, or for the benefit of this State, or of any department, bureau, commission, board, other political subdivision or agency, officer or agent thereof, providing for or relating to the performance of any of the said work or services or of any part thereof. 2) Includes independent contractors, etc.: The provisions of this Act also shall apply to all contracts entered into by or on behalf of all independent contractors, subcontractors, and any and all other persons, association or corporations, providing for or relating to the doing of any of the said work or the performance of any of the said services, or any part thereof. 3) Deduction from compensation: No Consultant, subcontractor, nor any person on his or her behalf shall, in any manner, discriminate against or intimidate any employee hired for the performance of work for the benefit of the State or for any department, bureau, commission, board, other political subdivision or agency, officer or agent thereof, on account of race, color, creed, sex, religion, physical or mental handicap unrelated to ability, or national origin; and there may be deducted from the amount payable to the Consultant by the State of Illinois or by any municipal corporation thereof, under this contract, a penalty of five dollars for each person for each calendar day during which such person was discriminated against or intimidated in violation of the provisions of this Act. 4) Recovery by injured person: Any person, agency, corporation or association who violates any of the provisions of this Act, or who aids, abets, incites or otherwise participates in the violation of any of the provisions, whether the violation or participation therein occurs through action in a private, public or in any official capacity, shall be guilty of a petty offense for each and every violation or participation therein with respect to each person aggrieved thereby, to be recovered by each such aggrieved person, or by any other person to whom such aggrieved person shall assign his cause of action, in the circuit court in the county in which the plaintiff or the defendant shall reside. 5) Violations; punishment: Any person who or any agency, corporation or association which shall violate any of the provisions of the foregoing sections, or who or which shall aid, abet, incite or otherwise participate in the violation of any of the said provisions, whether the said violation or participation therein shall occur through action in a private, in a public, or in any official capacity, shall also be deemed guilty of a petty offense for each and every said violation or participation or, in the case of non- corporate violators, or participators, of a Class B misdemeanor. 6) To be inscribed in contract: The provisions of this Act shall be printed or otherwise inscribed on the face of each contract to which it shall be applicable, but their absence therefrom shall in no wise prevent or affect the application of the said provisions to the said contract. 7) Partial invalidity; construction: The invalidity or unconstitutionality of any one or more provisions, parts, or sections of this Act shall not be held or construed to invalidate the whole or any other provision, part, or section thereof, it being intended that this Act shall be sustained and enforced to the fullest extent possible and that it shall be construed as liberally as possible to prevent refusals, denials, and discriminations of and with reference to the award of contracts and employment thereunder, on the ground of race, color, creed, sex, religion, physical or mental handicap unrelated to ability, or national origin.
RFP Page 18 Village of Wilmette
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1200 Wilmette Avenue WILMETTE, ILLINOIS 60091-0040
(847) 251-2700 FAX (847) 853-7700 TDD (847) 853-7634 EMAIL [email protected]
NOTICE OF CANCELLATION
The Regular Meeting of the Village President and Board of Trustees to be held on Tuesday, August 1, 20 at 7:30 p.m. WREH KHOGUHPRWHO\YLD the Council Chambers of Village Hall has been cancelled.
Bob Bielinski Village President
For additional information, please call (847) 853-7511, the Village Clerk’s Office. If you are a person with a disability and need special accommodations to participate in and/or attend any Village public meeting, please notify the Management Services Department at (847) 853-7509 or TDD (847) 853-7634 as soon as possible. "HFOEB*UFN
1200 WILMETTE AVENUE WILMETTE, ILLINOIS 60091-0040
COMMUNITY DEVELOPMENT (847) 853-7550 DEPARTMENT FAX (847) 853-7701 TDD (847) 853-7634 EMAIL [email protected]
Meeting Date: July 14, 2020
To: Michael Braiman, Village Manager
From: John Adler, Director of Community Development Lisa Roberts, Assistant Director of Community Development
Subject: 2020 Affordable Housing Report
At a recent Village Board meeting, President Bielinski requested that a report on the status of affordable housing in Wilmette be provided. The following report will discuss:
x History of affordable housing in Wilmette (1976 – 2004) x The Village’s Affordable Housing Plan (hereafter referred to as ‘Plan’) adopted in 2004 x Affordable housing in Wilmette since adoption of the Plan x Housing Assistance Program (HAP) and Housing Our Own – Wilmette (HOOW)
Upon construction of the Housing Opportunity Development Corporation’s (HODC) project at 1925 Wilmette Avenue, approximately 15% of all newly constructed multi-family units in Wilmette since 2004 will be affordable, thereby meeting the goals of the Village’s Plan. Of note, the affordable units at 1925 Wilmette Avenue, and those anticipated to be created as part of the recently approved Optima development (both discussed more thoroughly below), will be the first affordable units created in Wilmette that are not limited to persons aged over 55/62 or persons with a disability.
History of Affordable Housing in Wilmette – 1976 to 2004
Gates Manor - 1135 Wilmette Avenue Approved in 1976, Gates Manor was the first affordable housing project in Wilmette. The building consists of 51 one-bedroom affordable rental units for those 62 years of age or older. Rent is subsidized by the United States Department of Housing and Urban 1 Development (“HUD”) and residents must meet “extremely low” (30% of Area Median Income (AMI)) or “very low” (50% AMI) income levels. See Attachment #1 for more details on AMI.
Housing Commission and Housing Assistance Program In 1977, the Village created a Housing Commission. The Housing Commission was established to present a program for the alleviation of the shortage of decent, safe and reasonably affordable housing for the elderly and low and moderate income persons.
In 1979, the Village Board established a Housing Assistance Program (HAP), which was funded by the Village through the General Fund and an affordable housing escrow until the escrow was depleted. In 2015, the HAP was then transferred to a newly created not- for-profit Housing Our Own – Wilmette (HOOW). More information on the current program is provided below.
Shore Line Place - 324 Linden Avenue In 1984, the Village approved Shore Line Place, consisting of 43 affordable units; 32 one- bedrooms and 11 studios for persons with disabilities and those 62 years of age or older. Rent is subsidized by HUD and residents must meet “extremely low” or “very low” income levels.
Village Green Atrium - 800 Ridge Road In 1985, the Village approved the Village Green Atrium, a 35-unit condominium building (25 one-bedrooms and 10 two-bedrooms) for those 62 years of age and older which was previously the Park District’s Curtis Curling Center. The condominium declarations establish that the Village has the right of first refusal for all sales. Through this mechanism, the Village can purchase units at a formula price expected to be below market value and then re-sell the unit for that price (or at a loss) to someone on a waiting list.
The condominium declaration provides for the Village purchase of the units to be calculated by one of three methods: 1) the change in Consumer Price Index (CPI) during the time of ownership, 2) a straight 4% increase per year, or 3) the market rate of the unit based on comparable sales in the preceding 12 months; in addition, the value of permanent improvements may be added, credited at an amount depreciated by 10% per year.
After the 2008 Recession, the Village ended up owning several units without having buyers available. Due to the recession’s impact on housing prices, there were several instances in which the formula price for the units exceeded the market rate of comparable units in the Atrium. In 2011, the Village Board passed a resolution waiving the right of first refusal. By waiving this right, the market determines unit pricing and has kept the units affordable. As an example, in 2018 and 2019, six units were sold for prices ranging between $108,000 and $136,000. Had the Village utilized its right of first refusal, the calculated purchase price would have ranged between $115,000 and $156,500 (these figures do not include any value for improvements that would be applicable per the condo declaration).
2 The Village’s Affordable Housing Plan
In August 2003, the State of Illinois adopted the Affordable Housing Planning and Appeals Act (“AHPAA” or “Act”). It required municipalities with less than 10% affordable housing to adopt an Affordable Housing Plan by April 1, 2005. “Affordable” is defined at 80% AMI for owner-occupied units and 60% AMI for renter-occupied units.
The Act provides three alternative goals from which a municipality may select to achieve compliance:
x Make 15% of all new residential construction or residential redevelopment affordable; x Increase the percentage of affordable housing from its current level by 3%; or x Bring the percentage of affordable housing units to 10% of the total housing stock.
As provided for on page 14 of IHDA’s Affordable Housing Planning and Appeal Act: 2018 Non-Exempt Local Government Handbook, “According to the law, Non-Exempt Local Governments must submit their Affordable Housing Plan to IHDA within 60 days of the initial local approval of the plan or approval of revisions to a previously approved affordable housing plan which was submitted to IHDA under the AHPAA.”
The Village as a Home Rule Unit of government need not adhere to the AHPAA. However, notwithstanding the Village’s ability to either not create a plan or create a plan under its own standards, the Village still submitted its Plan as contemplated by the AHPAA. Accordingly, the Village is in compliance with the AHPAA as the Village Board adopted the Plan on December 14, 2004 and submitted it to the State at that time; there have been no updates to the Plan since its adoption. It is also important to note that the Act does not mandate such an update to be made and be submitted.
At the time the Plan was prepared, the Village was identified as having 556 affordable housing units, which equated to 5.38% of the total housing stock. The Plan notes that the 10% affordable goal of the AHPAA is somewhat arbitrary and that actual housing needs in Wilmette could be more or less than 10%. The Village retained the firm of Perkins Eastman to assist in the development of a plan for the Village. As part of their review, Perkins Eastman calculated that the demand for affordable housing in Wilmette was 1,159 households, much more than the shortfall of 477 units based on the requirements of the Act.
Of the three alternative goals identified in AHPAA, the Village’s Plan determined that the most appropriate goal for Wilmette was that 15% of all new residential construction or residential redevelopment be affordable. Given that Wilmette is mostly a built-out community, the Plan determined that the goal would be pursued by concentrating on new multi-family development.
The Plan identifies a handful of specific sites where multi-family projects could be developed. The Plan then discusses various options for incentivizing such developments, 3 most specifically though the use of the Planned Unit Development (PUD) process. The PUD process is a special use process that allows for zoning concessions (such as additional building height or density) to be made in exchange for public benefits to be provided. Possible “public benefits” include community amenities, public open space, preservation of historically significant structures or environmental features, and affordable or senior housing set-asides.
To further encourage consideration of affordable units, the Plan requires a potential developer to meet with Village staff to review the Plan and the affordability goals. Any such proposed development must wait until 60 days after this consultation to file an application for a building permit or zoning or subdivision relief, such as a variation, special use, or PUD, to give the applicant time to consider incorporating affordable housing into their plan. The consultation and 60-day delay are required pursuant to the Zoning Ordinance.
The AHPAA has a limited scope for addressing affordable housing by focusing solely on increasing the number of affordable units. The Act does not contemplate other types of housing assistance and, most critically, assumes that existing affordable housing units will continue to exist. While the Village has been successful in approving new affordable housing units close to its 15% goal, overall there has been a net decrease in the number of affordable units in Wilmette. Based on IHDA’s calculations in their 2018 status report on the Village’s compliance with AHPAA, the Village has lost 125 affordable units since 2004. These losses occurred prior to 2013 as since that time, a net total of 43 affordable units have been added in Wilmette per IHDA. The majority of Wilmette’s existing affordable housing units (as identified by IHDA) are not subsidized or otherwise regulated to maintain affordability and are therefore subject to market forces. For example, most recently on Ridge Road, a developer purchased a number of affordable townhomes, rehabbed/updated the interiors and relisted the properties at rental rates not considered affordable.
Affordable Housing in Wilmette – 2004 to 2020
Since the Village’s Plan was adopted in 2004, there have been limited opportunities to develop affordable housing as part of a multi-family and/or mixed-use projects. Following Mallinckrodt in the Park, it took nearly 10 years for the next multi-family project to be completed in Wilmette. While the opportunities have been limited, the Village has had success with the developments that have been approved/constructed. Of these projects, which are discussed below, 42 out of 295 new multi-family units are proposed to be affordable, a rate of 14.24%.
4 Total Affordable Percent Development Units Units Affordable Mallinckrodt in the Park 81 12 15% Residences of Wilmette 75 Contribution 0% Artis Memory Care N/A Contribution N/A 1121 Greenleaf Avenue 14 0 0% Cleland Place 16 16 100% Optima 109 14* * TOTAL 295 42 14.2% *$1.6 million contribution will be used to create permanent affordable units dispersed throughout the community.
Mallinckrodt in the Park - 1041 Ridge Road In 2005, the Village approved Mallinckrodt in the Park, an 81-unit condominium building for those 55 years of age and older. Of the 81 units, 12 (15%) are formula-priced to keep these units more affordable.
The redevelopment of Mallinckrodt was a grass-roots, interjurisdictional effort. In 1990, Loyola University leased space from the Sisters of Christian Charity. The school and the convent of the Sisters of Christian Charity occupied space in the building until 1999, when the Sisters sold 17 acres of their 23-acre holding to Loyola University. In 2002, Edward James Company proposed to demolish all of the structures on the property and to construct a 39-lot single-family housing subdivision. Opposition to this plan brought together several interest groups in the community, most notably affordable housing advocates, historic preservationists, and open space and tree protection advocates. Edward James Company subsequently withdrew their interest so that a plan that would preserve the property could be sought.
As a Home Rule unit of government, the Village was able to facilitate the sale and redevelopment of the property. The Village purchased the property from Loyola University and immediately passed it through as a sale (for $1) to the Wilmette Park District. It was necessary for the Village to participate in this arrangement because the Park District, as a Non-Home Rule unit of government, is limited in how it can purchase and finance the purchase of property. As part of this effort, the Village solicited proposals for redevelopment of the Mallinckrodt building with senior/affordable housing and preservation of the structure being key priorities. Ultimately, the Pickus Group was chosen to rehab the building, providing housing for those aged 62 and over, including 12 affordable units, as well as providing space for the Park District Senior Center. During the Great Recession, Pickus was unable to sell enough units to keep the development afloat and was forced to sell the remaining units in bulk. The new bulk owner of the units, along with owners who had already began to occupy the development, requested that the Village lower the age limit to persons 55 and over. The Village granted that request.
5 Residences of Wilmette – 611 - 617 Green Bay Road In 2007, approval was granted to construct 54 condominium units at 611 Green Bay Road, eight of which (15%) were to be made affordable. While a sales office was opened up for the development, the Great Recession resulted in the project never being built.
In 2009, a PUD proposal to construct a three-story medical office/CVS drive-thru was submitted and ultimately denied by the Village because of inadequate parking and poor traffic circulation. Later in 2009, a proposal for a standalone CVS with drive-thru was submitted and the special use was denied by the Village because of poor traffic circulation. The developer sued and the Village settled the lawsuit by purchasing the property from the developer.
In 2012, the Village reached an agreement with Lexington Homes to purchase the property. Lexington attempted to acquire additional adjacent property and when unsuccessful, decided to not finalize the purchase.
In 2014, the Village marketed the property again and M & R Development was selected as the contract purchaser. While the contract price was determined as a six story building (five stories of residential above a commercial ground floor), M & R was asked to reduce the residential floors from five to four based upon feedback from the community. This resulted in the Village having to renegotiate the sale price to approximately $1,000,000 less than the original agreed upon price and $400,000 less than the Village had paid for the property. Ultimately, in 2015, approval was granted for the Residences of Wilmette at 611 Green Bay Road. The Residences of Wilmette consists of 75 market rate rental apartments. While no affordable units were provided, the developer made an $80,000 affordable housing contribution which the Village transferred to HOOW. The Village’s ownership of this parcel and need to sell the property for financial purposes was a limiting factor in regards to the amount of the affordable housing contribution.
Artis Memory Care - 333 – 357 Ridge Road As a memory care facility, this building is considered more of a commercial use than a residential development. Even so, the Village was able to negotiate as part of the PUD process an annual $10,000 contribution in perpetuity from Artis for the purposes of affordable housing. This annual contribution will be transferred by the Village to HOOW to support the Housing Assistance Program.
1121 Greenleaf Avenue In 2018, 14 rental units were constructed on the site of 1121 Greenleaf Avenue. The project was built ‘by-right’, meaning that no zoning approvals were required. While the developer was required to complete the affordable housing consultation and wait the required 60 days to file for a building permit per the Village’s Plan, no affordable units were included in the building.
Cleland Place - 1925 Wilmette Avenue In 2015, the Village proactively contacted HODC, encouraging them to consider the American Legion property at 1925 Wilmette Avenue for an affordable housing development. HODC subsequently purchased the property and in June of 2020, final
6 approval was granted for a 16-unit rental development at 1925 Wilmette Avenue providing units at the “very low income” (30% AMI) level. The building is expected to begin construction in late summer of 2020 (building plans have been submitted for permits) with occupancy in spring 2021.
Optima, Inc. - 1210 Central Avenue In March of 2020, preliminary approval was granted for a 109-unit rental building at 1210 Central Avenue. While no affordable units were proposed onsite, Optima is required as part of its PUD approval to make a $1,600,000 contribution to the Village for the purposes of affordable housing. During the course of Optima’s application submittal, Village staff encouraged the developer to contact an experienced affordable housing developer to ensure that the contribution would result in a tangible plan to increase the number of affordable housing units in Wilmette. To that end, Optima has joined with Community Partners for Affordable Housing (CPAH) such that the affordable housing contribution will be granted to CPAH for the creation of 14 permanent affordable units (potentially housing 54 individuals) that will be integrated throughout the community. CPAH expects to provide condos, townhomes and detached single-family residences at affordable rates for both rental and home ownership.
Through the contribution, CPAH will be creating a Community Land Trust (CLT) Program in Wilmette. Per CPAH’s website:
CPAH’s CLT program builds or acquires and rehabilitates homes in Highland Park, Lake Forest and Evanston. The homes are then sold to qualified low- and moderate-income households at affordable prices. The nonprofit organization retains ownership of the underlying land, which is leased to the homebuyer through a 99-year, renewable ground lease.
If the homebuyer later wants to sell their home, it is sold to another low- to moderate-income household or back to CPAH at a formula price designed to give the homeowner a fair share of appreciation, while still keeping the home affordable for the next buyer.
Shared equity programs help low- and moderate-income households become homeowners and build wealth from equity in their homes, while also ensuring the community’s investment to make the home affordable is preserved to help homebuyer after homebuyer long into the future.
Housing Assistance Program (HAP) and Housing Our Own – Wilmette (HOOW)
Implemented in 1979, HAP started as a Village budget line item in the General Fund providing monthly rent, monthly mortgage assistance, and property tax assistance. To qualify, the head of the household is required to be either 62 years of age or older or disabled, meet a household income limit and be a Wilmette resident. The purpose of the program is to assist long-time residents and residents with disabilities to stay in their home or in the community. Since 2007, the mortgage assistance and property tax assistance is provided as a no-interest loan with a lien rather than a grant, which helps replenish the 7 program when participants sell their home.
In 2006, the Village entered into a development agreement with Red Seal for the development of 12 single-family homes on the property vacated by National Louis University. Among other things, the development agreement provided that Red Seal and successive owners/developers would contribute to the Village $10,000 at the time of permit issuance for each of the first 10 of the 12 homes built. While the contributions occurred over a number of years, these funds totaling $100,000 were dedicated solely to funding the HAP through the creation of an affordable housing escrow. The escrow was also supported from zoning fines that were in excess of $20,000.
In 2015, the affordable housing escrow was going to be depleted. In an effort to continue providing housing assistance, the Village established the non-for-profit organization, Housing Our Own – Wilmette (“HOOW”), to take over administration of the HAP and to raise funds from multiple sources. While the program is run by a non-for-profit board, Village staff continues to administer the program, thus eliminating most of the administrative costs of the program.
To further support the HAP, in 2018 and 2019, the Village received the re-payment of three liens that were placed on single-family homes through the Community Development Block Grant (“CDBG”) Program during the 1990s (the liens were unrelated to the HAP). The Village elected to transfer the funds to HOOW, providing in total an additional $98,033 in funding to the HAP.
HOOW currently provides housing assistance to 18 Wilmette residents, 14 of whom receive rental assistance and four receive property tax assistance. The transfer of HAP to a private non-for-profit has resulted in the following:
x Since 2018, the program has accepted seven new participants and continues to admit qualified applicants (there is no waitlist) x Eligibility expanded to accept qualified applicants who receive subsidized housing (previously, those receiving housing subsidies were not eligible) x In 2019, increased monthly financial assistance by 12.5% from $200 to $225 per month x In 2020, provided a one-time COVID relief supplement in the amount of three additional months of assistance to all rental participants x At the end of 2019, HOOW had a fund balance of $263,848
In addition to the HAP, the Village’s General Fund continues to fund and administer an Emergency Housing Assistance Program (EHAP), which provides emergency assistance for short-term financial needs. In 2020, the Village received and approved two requests for emergency assistance, both related to the COVID-19 pandemic. The annual budget for the program is $3,000.
Updating the Village’s Housing Goals and Policies
In 2007, the Administration Committee of the Village Board conducted an Affordable 8 Housing Review. This study found that more affordable housing is needed in Wilmette. The study attempted to quantify the need, discussed how it should be funded, and how the money should be spent. Future action steps included raising funds for an Affordable Housing Trust Fund (very similar to the program that CPAH intends to implement in Wilmette as part of the Optima development), reviewing zoning mechanisms to encourage units such as accessory living units and considering funding sources for a trust fund. Ultimately, the economic downturn of 2008 resulted in this effort being tabled.
Later this year, Village staff will begin the process of rewriting the Comprehensive Plan with the public planning process taking place in 2021 (this project was originally scheduled for 2020 and delayed due to COVID-19 and social distancing requirements). The current Comprehensive Plan was adopted in 2000 and itself was a minor update of the 1986 Plan. The last amendment to the Comprehensive Plan was in 2010 when the Village Center Master Plan was incorporated into the document. The rewrite of the Comprehensive Plan will be an appropriate time to evaluate all aspects of housing in the Village and to review housing related goals and policies.
Documents Attached
1.0 Affordable housing income levels 2.0 Home sales data in Wilmette since 2018 3.0 Village of Wilmette Affordable Housing Plan 4.0 PowerPoint presentation for July 14 Village Board meeting
9 Attachment 1.0
The chart below shows the 2020 Chicago area income limits. For the purposes of rental housing the 60% income limit ($54,600) for a 4 person household is used. For the purposes of for sale housing the 80% income limit ($72,800) for a 4 person household is used.
Chicago-Joliet-Naperville - $91,000 Median Family Income
1 2 3 4 5 6 7 8 Person Person Person Person Person Person Person Person 30% Limits $19,150 $21,850 $24,600 $27,300 $29,500 $31,700 $33,900 $36,050 50% Limits $31,850 $36,400 $40,950 $45,500 $49,150 $52,800 $56,450 $60,100 60% Limits $38,220 $43,680 $49,140 $54,600 $58,980 $63,360 $67,740 $72,120 80% Limits $51,000 $58,250 $65,550 $72,800 $78,650 $84,450 $90,300 $96,100 https://www.chicago.gov/content/dam/city/depts/doh/general/2020_hud_income_limits.pdf downloaded 7/1/2020
10 Attachment 2.0
The chart below shows the total homes sales in Wilmette by price range since 2018:
Property Sales 2020 2019 2018 2018 – May 2020 (through May) $90,000 to $299,000 18 51 61 $300,000 to $449,000 31 83 81 $450,000 to $599,999 30 77 85 $600,000 to $999,999 46 154 162 $1,000,000 to $1,999,999 45 120 112 $2,000,000 to $2,999,999 4 6 8
11 VILLAGE OF WILMETTE, ILLINOIS
AFFORDABLE HOUSING PLAN
December 14, 2004 1.0 INTRODUCTION
1.1 Purpose and Scope
It is the longstanding policy of the Village of Wilmette (“Village”) to provide affordable housing options so persons with moderate incomes can enjoy the benefits of living in our community, and so our residents can enjoy the benefits of a community with economic diversity. This policy has been implemented, with active Village support or sponsorship, as opportunities have occurred over the past quarter century. It is currently set forth in Chapter Four of the 2000 Comprehensive Plan of the Village of Wilmette. The Village has been careful to balance the worthy objectives of this policy against other important policies, such as the policy favoring the maintenance of the Village’s single-family-home character, and the policy favoring land use re-development consistent with the capacity of infrastructure. The crux of this Plan is the Village’s ongoing commitment to a pro- active but reasoned approach to providing additional affordable housing.
1.2 The Affordable Housing Planning and Appeals Act
In August 2003, the State of Illinois adopted Public Act 93-0595, the Affordable Housing Planning and Appeals Act of Illinois (“the Act”). A copy of the Act is attached as Exhibit 1. The Act is premised on a finding that there exists a shortage of affordable, accessible, safe and sanitary housing in the State. Its purpose is to “encourage” counties and municipalities to “incorporate affordable housing within their housing stock sufficient to meet the needs of their county or community.” It requires counties and municipalities with less than 10% affordable housing to adopt an Affordable Housing Plan (“Plan”) by April 1, 2005. It also contains an appeal procedure for aggrieved developers to seek relief from local decisions that inhibit the construction of affordable housing.
As set forth in the Act, the components of a Plan include a calculation of the total number of affordable housing units that are necessary to exempt the local government from the operation of the Act (i.e., the number necessary to bring the percentage of affordable housing units to 10% of the total housing stock), an identification of opportunities for the development of affordable housing in the Village, a specification of incentives the Village will provide to encourage the creation of affordable housing, and a statement of a goal for increasing affordable housing units in the Village.
The Act identifies three alternative goals from which a municipality may select to achieve compliance. The first is to make 15% of all new residential construction or residential redevelopment within the Village affordable. The second is to increase the percentage of affordable housing within the Village from its current level to a level 3% higher. The third is to bring the percentage of affordable housing units in the Village to 10% of the total housing stock.
1.3 Home Rule
2 The Village is a “home rule” municipality, as provided in the Illinois Constitution. This means that unless the Illinois General Assembly has explicitly preempted the use of home rule authority on a given subject, the Village has the ability to adapt its local laws, ordinances and policies to the specific needs of Wilmette, even if those laws, ordinances and policies conflict with or take precedence over provisions of State law. In the case of the Act, the Illinois General Assembly did not explicitly preempt home rule authority, and a legal opinion provided to the Metropolitan Mayors Caucus (of which the Village is a member) by Holland & Knight LLP, attached as Exhibit 2, sets forth the legal analysis underlying the foregoing statement.
Given the Village’s longstanding policy of seeking to provide affordable housing options for persons with moderate incomes that also serve the unique needs of Wilmette, the Village has prepared this Plan in conformance with the provisions of the Act. However, the Village also recognizes that there is considerable uncertainty over provisions of the Act dealing with local land use decisions and possible loss of local control over those decisions. The Village intends to ensure that adoption of this Plan will be in Wilmette’s best interest and that all decisions about Wilmette’s housing needs and future development will continue to be made at the local level. Therefore, the Village intends the adoption of this Plan to be part of the total, comprehensive and exclusive regulation of this subject matter by the Village in the exercise of its home rule authority, notwithstanding any provision of the Act with which this Plan may differ.
The Village will submit this Plan to the State, not as a concession that it is required to comply with the Act, but in furtherance of its longstanding policy described in Paragraph 1.1 above. By adopting this Plan, the Village is exercising its home rule authority to completely regulate this subject and completely displace State law. The Village’s use of its home rule authority in this manner serves to both further its policy supporting affordable housing and guarantee to the community that local land use decisions are controlled at the local level and made with sensitivity to the character of the community.
1.4 Practical Limitations
If Wilmette were virgin land, with owners/developers anxiously awaiting the opportunity to build, the Village could easily implement a Plan that would achieve the 10% standard set forth in the Act. The Village could simply declare that at least 10% of the units must be affordable and implement this declaration by adopting land use regulations compelling this result. In the marketplace, these land use regulations would be a factor in the valuation of the land, and the cost of providing the affordable housing would be absorbed by land owners on a Village-wide basis.
But this is not the Wilmette of 2005. The Village is fully developed. By far the highest percentage of land area is zoned R and R1, consisting of single family detached homes that provide the essence of Wilmette’s character. Because of this character and other desirable features that have evolved over the 134 years of the Village’s history, real estate in Wilmette, when available, is very expensive. There are few, if any, single family detached homes in Wilmette that meet the Act’s definition of affordable housing.
3 According to the MAP Multiple Listing Service, the average sale price of a single family detached dwelling in Wilmette was $710,326 in 2003, based on the sale of 349 properties ranging in price from $276,000 to $2,770,000. In 2004 through November 18, the average sale price of a detached dwelling was $808,703, based on the sale of 308 properties ranging in price from $265,000 to $7,250,000. For attached dwellings, the average sale price in 2003 was $385,101, based on the sale of 81 properties ranging in price from $157,000 to $875,000. In 2004 through November 18, the average sale price was $370,375, based on the sale of 72 properties ranging in price from $125,000 to $805,000. This data indicate that most of the existing housing stock does not include affordable housing as defined by the Act.
The relatively high value of land in Wilmette makes it impractical to achieve the goal of this Plan by creating new affordable single family detached dwellings. Rather, the only conceivable way of achieving the Plan’s goal is to create new affordable units in multi- family buildings. (In this Plan, the term “multi-family building” refers to a single building that includes a number of separate living quarters such as apartments or condominiums.) Moreover, even in such buildings, it may well be necessary to limit the number of affordable units to, for example, 15% to 20%, because experience elsewhere has shown that, aside from specialized housing for senior citizens and persons with disabilities, a larger percentage of affordable housing units might make the project unsound from both a financial and social perspective. And finally, appropriate sites in the Village for multi-family buildings, as established by the Village’s Zoning Ordinance, are limited, and the pace of development of multi-family buildings, even in a receptive financial and regulatory environment, is slow.
This Plan takes these unique circumstances into account. It does not ignore economic realities. The goal of this Plan must be recognized as a goal to be pursued in good faith, not a quota to be achieved at all costs. Moreover, fairness requires that any economic burden of providing affordable housing should be shared broadly by all Village residents, not imposed narrowly on persons who happen to own property suitable for this use.
2.0 THE AFFORDABLE HOUSING NEED
2.1 The Current Housing Stock and the Act’s 10% Standard
Based on the 2000 Census Summary File 3, the housing stock in the Village consisted of 10,332 units, 8,732 of which were owner-occupied, 1,311 of which were rental units, and 289 of which were vacant. Single family detached dwellings made up 8,017 units; 628 were in attached townhomes or accessory apartments; and 1,293 were in buildings with 20 or more units. The median housing value, as estimated by owners themselves in the 2000 census, was $441,600.
The Act defines the need for affordable housing by establishing a standard that 10% of a municipality’s total housing stock should be affordable. Municipalities that already meet this standard or achieve it after the effective date of the Act are “exempt” from the Act.
4 In addition, municipalities with populations under 1,000 (almost half of all Illinois municipalities) are exempt. Non-exempt municipalities must establish a goal to pursue the 10% standard. In Wilmette, the total number of affordable housing units required for exemption is 10% of the total housing stock, or 1,033 affordable units (10% of 10,332).
It can be argued that 10% is an arbitrary standard, and the actual need for affordable housing is greater or lesser than 1,033 units. On one hand, the analysis of Perkins Eastman set forth below could support the argument that the actual need is 1,716 units, because that number of low to moderate income households currently reside in the Village. On the other hand, it could also be argued that the Act’s methodology is faulty, because the 1,716 low to moderate income households that currently live in the Village appear to be able to “afford” housing that costs, in the majority of cases, more than 30% of their income. In any event, for purposes of this Plan, the Village accepts the Act’s 10% standard.
2.2 Perkins Eastman’s Analysis of the Shortfall under the Act
The Village retained the firm of Perkins Eastman to assist it in the development of this Plan. This section sets forth relevant portions (edited) of Perkins Eastman’s analysis of the Village’s shortfall, as judged by the 10% standard:
Key to the understanding of the requirements of the Act are the primary definitions on which all planning will be based. In the Act, the median income is defined as: “the median household income adjusted for family size for applicable income limit areas as determined annually by the federal Department of Housing and Urban Development under Section 8 of the United States Housing Act of 1937.” The only complication to this is that HUD, under Section 8, determines family income, not household income. Because HUD and its Section 8 income limits are the sources defined in the Act, HUD’s Median Family Income (HAMFI) will be applied as if it were Median Household Income. [Footnote omitted.]
The number of “affordable dwelling units” that meet the Act’s criteria will consist only of the rental unit inventory affordable to households at 60% of HAMFI and all for sale units affordable to households at 80% of HAMFI as of January 1, 2006, the date the exemption portion of the Act goes into effect.
Also under the Act, “for sale” properties have been defined as all owner- occupied housing and are not limited to only properties on the market as of January 1, 2006 as implied in the Act. Discussion with IHDA also determined that the decennial census, Illinois State Department of Finance Real Property records and housing insurance data are possible sources for identifying affordable units for exemption. This is the case simply because there is no existing up-to-date central data source of housing sales and rents.
5 Housing is considered “affordable” if 30 percent or less of an individual or household’s income goes to housing costs and the household income is 80% or less of the HAMFI for owner-occupied housing units and 60% or less of HAMFI for rental units. Generally, demand for affordable housing is established by the number of households spending more than 30 percent of their total income on housing costs by household size. However, as there is no central data source for this breakdown, the methodology used is based on median incomes only, disregarding size. It is understood that IHDA intends to do the same in its official assessment.
The newly clarified definition of “median household income” was confirmed through discussion with IHDA that the 2000 HAMFI is the basis for the count of affordable units. HAMFI is prepared at the county and/or PMSA geographic level. The Village falls under the HAMFI of Cook County and the Chicago PMSA. In 2000, the year of the decennial Census, the HAMFI for the PMSA was $67,900 or slightly more than half of the Village’s median family income of $122,515.
Thus, the cap for affordable owner-occupied housing is a household income of $54,320 (80% of HAMFI). The income cap for affordable rental housing is $40,740 (60% of HAMFI).
Following these guidelines as closely as possible, given the data provided by the decennial Census, 1,139 owner occupied households have an income of less than $50,000 (80% of HAMFI), with 445 reporting that they spend less than 30% of their income on housing; while 576 renter occupied units have incomes of $40,000 or less (60% of HAMFI), 111 of which report they are in affordable housing. Therefore, there were 1,716 low-moderate income households in Wilmette, with 556 in self-reported affordable housing units as defined by the Act and current assessment methodology.
The overall demand for affordable housing in the Village is thus 1,159 households. According to the requirements of the Act, however, the legal shortfall is only 477 units (the difference between 10% of the 2000 Census count of housing stock and the total number of low-moderate income households in affordable housing).
2.3 The Need Viewed Differently
While the Village accepts the Act’s 10% standard for purposes of this Plan, it also approaches the issue of affordable housing not in a mathematical manner, but based on its real life experience in addressing the need for affordable housing in the past and its knowledge of the residents and potential residents who give rise to this need. The population of the Village is aging, and some older residents with fixed or diminishing incomes may wish to continue living among their family and friends but in housing commensurate with their means. Non-resident parents of current residents may wish to
6 move to the Village to be close to their adult children during their golden years. Our community also includes persons with disabilities (some of whom are adult children of longtime Wilmette residents) whose incomes and resources limit their housing options. There are persons with low or moderate incomes who work in or for the Village and whose residency here would enhance the overall spirit of community. While the Village lacks the ability to accommodate all such residents and potential residents with affordable housing needs, it intends to continue to address these needs by increasing the number of affordable units, in the manner set forth in this Plan.
3.0 POTENTIAL LANDS AND BUILDINGS FOR AFFORDABLE HOUSING
3.1 General
The Village’s experience is that opportunities to provide affordable housing sometimes arise without substantial notice, and the Village must be prepared to respond promptly lest an opportunity be lost. For example, it was not anticipated that Loyola University would close its Mallinckrodt campus, and the building would be suitable for conversion to residential use with affordable housing units included. While this Plan mentions some potential sites for affordable housing, it is necessary to be vigilant in seeking additional possibilities and to be ready to act when they arise. Indeed, there is little doubt that such vigilance will occur, because the Village has a Housing Commission and many residents who are strong advocates of affordable housing and who will not allow an opportunity for affordable housing to pass unnoticed.
3.2 Unsuitable Sites
As important as it is for this Plan to identify potential sites for affordable housing, it is equally important to identify sites that are not suitable. To be successful, this Plan needs broad community support, and unfounded concerns and fears about inappropriate development undermine this support.
Accordingly, this Plan rejects the idea of building affordable housing on any existing parkland. Open space for leisure and recreation is needed in a community, no less than affordable housing is needed. The diligent efforts of the Wilmette Park District to provide this benefit to Wilmette residents over the years should not be sacrificed to an important but not superior value.
Similarly, this Plan rejects the idea of providing affordable housing units by building multi-family buildings on land cleared for that purpose in the R or R1 zoning districts. Such development would injure the essential character of the Village. Indeed, the only potential R or R1 locations for multi-family buildings with affordable housing units are institutional buildings that cease to be used for their institutional purpose and that are suitable for adaptive reuse as senior housing (e.g., Mallinckrodt and the Village Green Atrium), as already allowed by the Zoning Ordinance.
7 In sum, any affordable housing development that would adversely affect valued features of the Village is contrary to the intent of this Plan.
3.3 Suitable Sites
It is highly unlikely that any new, rehabbed or existing single family detached home in the R or R1 zoning districts or townhouse or duplex in the R2 zoning district would ever meet the definition of “affordable,” unless it were in some way subsidized by government or a not-for-profit entity. Even if there were several such subsidized units, this approach will not effectively address the need for additional affordable housing in the Village and is not the approach adopted by this Plan. Accordingly, this discussion is limited to types of housing that could reasonably include affordable living arrangements.
The Zoning Ordinance already allows various uses which could accommodate affordable living arrangements. (The zoning districts referred to below are explained on Exhibit 3, attached.) These uses are as follows:
1. Group homes for the elderly and for persons with disabilities in the R, R1, R2, and R3 zoning districts.
2. Adaptive reuse senior housing in the R, R1, R2, and R3 zoning districts.
3. Accessory living units in the R, R1, and R2 zoning districts.
4. Congregate housing facilities for the elderly in the R2, R3, NR, VC, and PCD2 zoning districts.
5. Congregate housing facilities for persons with disabilities in the R2 and R3 zoning districts.
6. Housing for the elderly in the R2, R3, R4, NR, VC, and PCD2 zoning districts.
7. Housing for persons with disabilities in the R2, R3, and R4 zoning districts.
8. Multi-family buildings in the R3, R4 and GC2 zoning districts.
9. Above-grade dwellings in the NR, VC, and PCD2 zoning districts.
10. Planned Use Developments in the NR, VC and GC1 zoning districts, which may contain multi-family dwellings at grade level in the NR and VC zoning districts (in addition to above grade dwelling units) and dwelling units above grade level in the GC1 zoning district.
8 The conclusion of this Plan is that the Zoning Ordinance, by allowing the foregoing uses as either permitted or special uses, requires no additional categories of uses to facilitate the creation of new affordable housing. The single exception is that the Zoning Ordinance does not currently deal with residential buildings in the GC2 zoning district in specific terms and does not allow the flexibility of Planned Use Developments in that district. These deficiencies are addressed in the draft ordinance attached as Exhibit 4.
The best opportunities for creating additional affordable housing are on relatively large parcels where, consistent with existing zoning, multi-family buildings or mixed use commercial/residential buildings can be built. Four specific sites (the Farm Foundation property, the Baha’i Home, the Kohl Children’s Museum, and the National Louis University Campus) are mentioned because they are examples of sites that may become available in the near future. This Plan recognizes there are other potential redevelopment sites, particularly in the NR, VC, GC1 and GC2 zoning districts, for multi-family buildings or mixed use commercial/residential buildings with affordable housing units. Each site that presents itself will require careful review through the planning and zoning processes designed to protect neighborhood and community interests.
In considering mixed use commercial/residential buildings in the GC1 zoning district, the Zoning Board of Appeals and the Village Board must be especially mindful of traffic and congestion issues involving Greenbay Road. It is expected that the departure of the Kohl Children’s Museum, a significant traffic generator, will alleviate some of the current traffic and congestion problem, as will planned roadway improvements.
This Plan also requests the Building Code Board of Appeal to consider and make recommendations regarding the advisability of new regulations requiring a higher level of sound absorbency in building materials used in residential buildings located near Greenbay Road and other major streets. The purpose of this review is to assure that future multi-family buildings provide the same opportunity for peace and quiet as single family detached dwellings elsewhere in the Village.
The Farm Foundation is located at 201 Ridge at the southern edge of the Village in the R3 zoning district. It is currently vacant. The site to the south is also vacant. With potentially one-acre of property, about 40 residential units could be developed on this site, some in the “affordable” category.
The Baha’i Home, located on a 30,500 square foot parcel on the corner of Greenleaf Avenue and 4th Street, was built in 1958 as Wilmette’s first senior housing facility. It accommodated 21 elderly residents and was a special use in the R2 zoning district. Although now vacant, it is still owned by the Baha’i Congregation. Should all units be made available to low and moderate income seniors, they would add 21 units to the Village’s affordable housing stock.
The Kohl Children’s Museum is located in the GC1 zoning district at the southern end of Greenbay Road (165-169 Greenbay Road). The 30,000 square foot property is located in close proximity to the non-conforming multi-family residential building in this zoning
9 district. Although the Children’s Museum is still in use, the owner is in the process of building a new venue in Glenview. When the museum relocates, the Greenbay Road property, which includes an adjacent parking lot, will become available for redevelopment, possibly with residential units, including affordable units, on one or two upper floors.
The Sheridan Road campus of National-Louis University consists of a 6.5-acre tract. The University recently decided to relocate the campus. Three-quarters of the property is located in the Village, making it the second largest potential redevelopment site in Wilmette. Several buildings, including Harrison Hall (a three story building), the Baker Demonstration School, and six houses are located on the site. The site is located in the R1 zoning district. However, a special use permit could allow the conversion of one or more of the large institutional buildings into senior housing, including some affordable senior housing units.
4.0 INCENTIVES
4.1 The Options
Because of the high value of land in Wilmette, it is likely that any new ownership or rental units, to be affordable, will be sold or rented at a below-market rate. When affordable housing is sold or rented at a below-market rate, someone must pay the differential. Stated differently, an owner or developer must have an offsetting financial incentive to sell or rent property at a below-market rate. Where will the value come from to compensate the owner or developer for the differential? Before identifying the incentives this Plan will offer, it is useful to examine the possible sources of this value:
Zoning mandates: The Village could adopt a zoning regulation that requires developers of multi-family buildings to set aside a certain percentage of the units for affordable housing. This would be an extreme form of “incentive.” The Village government would incur no cost in this approach. However, there would be a cost. It would be reflected immediately in a lower value for the land covered by the regulations since the development potential has been diminished. The land owner and/or developer would pay the cost.
Zoning bonuses: The Village could provide “zoning bonuses” for buildings incorporating a certain percentage of affordable units. These bonuses would be in the form of relaxations to height, setback, parking, and similar regulations. Again, the Village government would incur no cost in providing this type of incentive. However, the regulations being relaxed were presumably adopted for the protection of the community, especially the neighboring property owners. Allowing more intense development therefore may adversely affect the character of the neighborhood and diminish the value of the neighboring properties, and the neighboring property owners would bear the cost. However, it is possible that “bonuses” could be provided through the Planned Use Development Process of the Zoning Ordinance without adversely affecting neighboring properties.
10 Teardown tax and similar dedicated taxes and fees: It has been suggested that the Village could adopt a tax or a fee, the proceeds of which would be utilized to create financial incentives in the form of subsidies for the development of affordable housing. For example, a “teardown tax” could be levied on the act of demolishing an existing structure and failing to replace it with affordable housing. In Wilmette, such a tax would impact mainly older, functionally obsolescent single family detached houses, typically owned by longtime, older residents whose major assets are their homes. While excessively-large replacement houses present their own set of problems (with which the Village has attempted to cope), the teardown of obsolescent houses may be beneficial to the neighborhood and community. A teardown tax might somewhat deter such activity. Its cost would likely fall on residents selling houses destined for demolition, because builders (who may be the persons actually paying the tax) would factor the tax into the price they would be willing to pay for the property. Other ideas, like dedicated condominium conversion fees, new construction fees, and an increased real estate transfer tax, would have a similar narrow financial impact, focused on individual property owners involved in these activities.
Village subsidies: The Village could provide financial incentives for the development of affordable housing by direct subsidies. For example, the Village could participate in a project by acquiring property and reselling it to a private developer for multi-family housing that includes affordable housing units. Because the acquisition cost may be higher than the subsequent resale price (given the affordable housing requirements accompanying the resale), the cost in this case is borne by the taxpayers at large through whatever tax resources the Village utilizes. Techniques with a similar broad cost sharing impact are property tax abatements, financing assistance through municipal bonds or low- cost loans, reduced fees for permits and services (e.g., zoning and building permits, or water/sewer fees), and outright grants.
Subsidies through a not-for-profit entity: The Village could sponsor or assist in the creation of a not-for-profit affordable housing entity that would seek funds from a variety of sources (e.g., grants from private foundations, contributions from individuals and corporations, revolving loans from the Institute for Community Economics) and either engage in development activities itself or provide incentives for others. It is to be noted that a precedent exists for the Village’s limited involvement in such an entity, as the Village was closely involved in creating the not-for-profit corporation that owns and operates Shoreline Place.
4.2 The Preferred Incentives
This Plan adopts the policy of spreading the cost of affordable housing broadly, rather than placing the cost on targeted land owners. Accordingly, this Plan does not adopt zoning mandates or a dedicated taxes and fees as methods for creating incentives for affordable housing. Instead, this Plan adopts four methods of encouraging developers to include affordable housing units in new multi-family buildings, as follows:
11 First, developers coming to the Village with plans for multi-family buildings will be encouraged to seek zoning approval of their projects as Planned Use Developments and to include affordable housing units in their plans. The Planned Use Development process, already part of the Zoning Ordinance, provides the Village with a degree of flexibility regarding development standards that may be sufficient to make it attractive for developers to include affordable housing units without diminishing the value of neighboring properties.
Second, this Plan suggests the adoption of a new ordinance that would require an owner or developer, before applying for any special use permit, building permit, appearance review certificate, license or other Village authorization or approval involving a multi- family building in any zoning district or a commercial building in the VC, NR, GC1, or GC2 zoning districts, to meet with the Director of Community Development or his/her designee. At this meeting, the owner or developer would be given a copy of this Plan and, depending on the circumstances of the particular site, would be asked to consider the idea of including affordable housing units in the project. In addition, the Director of Community Development would explain the Planned Use Development process and other relevant provisions of Village ordinances. This meeting would be held no later than 60 days prior to the date when the developer files an application with the Village, provided that after the required meeting, the Village Board by resolution may waive any remaining portion of the 60-day waiting period in cases where it determines that requiring an exhaustion of the waiting period would not serve the purposes of this Plan. This meeting requirement would not apply to an owner or developer applying for approval of a multi- family building with 15% or more affordable housing units included in the project.
Aside from meeting with the Director of Community Development for the purpose stated and waiting 60 days to submit an application, the suggested ordinance would impose no other obligation on an applicant, and the Director of Community Development would have no authority to take or refuse to take any action based on the applicant’s unwillingness to include affordable housing units. The draft ordinance, attached as Exhibit 4, provides for this 60-day waiting period.
The purposes of the suggested 60day waiting period are twofold. First, it would assure that an owner or developer must at least consider the idea of including affordable housing units in a potential multi-family project. Second, it would give the Village at least 60 days notice of contemplated projects, during which time it could take actions, including direct involvement described in the next paragraph, in furtherance of this Plan.
Third, this Plan recommends that the Village consider direct involvement, on an ad hoc basis, when a desirable site for affordable housing becomes available, community support is found to exist, and Village involvement is the only practical way to accomplish the project (like Mallinckrodt). It must be recognized that the Village has very limited financial resources for direct involvement. Significantly, the Illinois Legislature, in adopting the Act, did not appropriate any funds to assist local governments like the Village to pursue its affordable housing goal, at a time when the Village is struggling to maintain basic municipal services in the face of revenue stagnation and increasing costs,
12 some of which are the result of other unfunded State mandates. In view of the foregoing, direct involvement and financial participation by the Village will be the rare exception rather than the general rule.
Fourth, this Plan requests the Housing Commission to consider and make recommendations regarding the creation of a not-for-profit entity to obtain funding from non-Village sources and take actions to provide incentives or otherwise promote the development of affordable housing, consistent with this Plan. Highland Park provides an example of such an entity, but the Housing Commission is encouraged to consider a broad scope of such possibilities.
5.0 THE GOAL
5.1 The Goal of this Plan
This Plan adopts the goal of making 15% of all new residential development or redevelopment consist of affordable housing units. This goal will be pursued by concentrating attention on multi-family buildings, as defined in Paragraph 1.4, and asking developers of such buildings to consider including at least 15% affordable housing units, in the manner described above. While this plan focuses on multi-family buildings, other affordable living arrangements, as described in Paragraph 3.3, will undoubtedly continue to be added to the Village’s housing stock as the number of group homes and accessory living units increase in the ordinary course to meet a growing need. Overall, it is believed that concentrating on new multi-family buildings, in a manning consistent with the Zoning Ordinance, is a reasonable approach for pursuing the 15% goal.
5.2 The Alternative Goals Allowed by the Act
This Plan does not adopt the Act’s alternative goal of increasing the affordable housing stock in the Village by 3.0%, for the following reason. This goal would require the Village to increase the affordable housing stock from its current 5.38% to 8.38%, or from 556 units to 866 units, or by a total of 310 units. The Village can conceive no reasonable way in which this number of new affordable housing units could be provided in the foreseeable future. For example, to increase the number of affordable housing units by 310 in multi-family buildings consisting of 15% affordable units, it would take a total of 2,067 units in new multi-family buildings to achieve this goal. This number of new units would increase the Village’s total housing stock by 20%.
The other alternative goal in the Act, making 10% of the Village’s total housing stock housing affordable, is rejected for the same reason. It would require an increase in the percentage of affordable housing units from 5.38% to 10%, or from 556 units to 1,033 units, or by a total of 477 units. If an increase of 310 affordable units is unrealistic, an increase of 477 affordable units is more so.
6.0 ASSIGNMENT OF RESPONSIBILITIES
13 6.1 The Housing Commission
The Housing Commission will have responsibility for monitoring this Plan, measuring the Village’s progress in pursuing the established goal, and making recommendations to the Village Board for actions in furtherance of this Plan and for future changes to this Plan. The Commission should develop a methodology appropriate to the Village by which this progress may be measured, and in doing so may take into account recommendations made by State agencies, as well as other sources. The Commission will also have responsibility for considering and making recommendations regarding the creation of a not-for-profit entity, as described above.
6.2 The Building Code Board of Appeal
The Building Code Board of Appeal will have responsibility for considering and making recommendations regarding the advisability of new regulations requiring a higher level of sound absorbency in building materials used in residential buildings located near Greenbay Road and other major streets. The Building Code Board of Appeal is also requested to consider whether the Building Code adequately protects public health and safety in the context of affordable housing.
6.3 Zoning Board of Appeals
The Zoning Board of Appeals will have responsibility for applying the provisions of the Zoning Ordinance, as they may be amended from time to time, to applications involving multi-family buildings containing affordable housing units in light of the Village policies set forth in this Plan, as well as other applicable Village policies. Just as multi-family buildings with affordable housing units are not subject to a higher level of scrutiny under the variation and special use standards than buildings without such units, neither are they entitled to greater leniency under the standards.
6.4 Director of Community Development
The Director of Community Development will have responsibility for meeting with owners or developers contemplating requesting the Village to authorize or approve certain types of projects, as explained above; giving them a copy of this Plan; asking them to consider the idea of including affordable housing units in the project; and explaining the Planned Use Development process and other relevant provisions of Village ordinances. The Director of Community Development will also have responsibility for implementing the Housing Commission’s methodology for measuring progress under this Plan and providing the Housing Commission with the data collected as a result.
14 Affordable Housing Report July 14, 2020 Discussion Overview • History of affordable housing in Wilmette
• Village’s Affordable Housing Plan
• Affordable housing in Wilmette since Plan adoption
• Housing Assistance Program and Housing Our Own-Wilmette (HOOW) History of Affordable Housing
Building Date Affordable Units Restrictions Gates Manor 1976 51 Age 62+ Age 62+ or Shore Line Place 1984 43 Persons w/ disabilities
Village Green Atrium 1985 35 Age 62+
• There were no affordable projects from 1985 – 2005 when Mallinckrodt was then approved
• There were no multi-family developments in Wilmette from 2005 – 2015
• Up until the Village Board’s recent approval of the HODC project at 1925 Wilmette Avenue, all affordable projects in Wilmette were designated for persons aged 55/62+ or persons with disabilities Affordable Housing Plan • 2003 – State of Illinois adopted the Affordable Housing Planning and Appeals Act (AHPAA)
• Required non-home rule municipalities with less than 10% affordable housing to adopt an affordable housing plan by April 1, 2005
• Affordable is defined as: • 80% Area Median Income (AMI) for Owner-Occupied Units • 60% Area Median Income (AMI) for Renter-Occupied Income
• AHPAA provided a choice of 3 goals to achieve compliance: • Make 15% of all new residential construction or redevelopment affordable • Increase percentage of affordable housing from current level by 3% • Bring the percentage of affordable housing units to 10% of total housing stock Wilmette’s Affordable Housing Plan • To demonstrate the Village’s commitment to affordable housing, the Village adopted a plan in 2004 that followed State laws and guidelines
• The Village’s Plan adopts the goal of making 15% of all new residential development or redevelopment consist of affordable units
• This goal will be pursued by concentrating attention on multi-family buildings, and asking developers of such buildings to consider including at least 15% affordable housing units
• Based on the requirements of the State law, the Village has been in and continues to be in compliance with AHPAA Wilmette’s Affordable Housing Plan • The Village’s Plan identified various methods to meet the 15% goal:
• Sites where multi-family could be developed
• Incentives for development • Includes the use of Planned Unit Development (PUD) process
• Requires developers to meet with Village staff to review affordability goals • Must wait 60 days after consultation to file application for building permit, zoning approval, etc. Affordable Housing Units – 2004 to Present
Since development of the Plan in 2004; the Village is close to its 15% target with 14.2% of new multi-family units in Wilmette being affordable
Percent Development Total Units Affordable Units Affordable Mallinckrodt in the Park 81 12 15% Residence of Wilmette 75 $80k contribution -% Artis Memory Care N/A $10k annual contribution N/A 1121 Greenleaf 14 - -% Cleland Place 16 16 100% Optima 109 14* * TOTAL 295 42 14.2%
*$1.6M contribution will be used to create permanent affordable units dispersed throughout community Multi-Family Development – 2004 to Present • Mallinckrodt in the Park – 1041 Ridge Road • Approved in 2005, facilitated through Village’s Home Rule authority • 15% of units are formula priced to keep units affordable for those 55 or older • Residence of Wilmette – 611 to 617 Green Bay Road • Village purchased property following several failed development attempts and litigation; Village ultimately lost money in the sale of the property • 75 market rate rental units; $80,000 contribution to HOOW • Artis Memory Care – 333 to 357 Ridge Road • Commercial development for memory care • As part of PUD process, there will be $10,000 annual contribution to HOOW • 1121 Greenleaf • Built ‘by-right’ and followed 60-day housing consultation period • No affordable units • Cleland Place – 1925 Wilmette Avenue • Village proactively contacted HODC to consider affordable housing at the site • All 16 units are at ‘very low income level’ (30% AMI) • Optima – 1210 Central Avenue • Preliminary approval granted for 109 unit rental building • $1.6 million contribution and working with CPAH for creation of 14 permanent affordable units Affordable Housing Units – Current State
Municipality Percent Affordable • Per IHDA’s 2018 analysis, 4.5% of the Village’s Kenilworth 2.2% housing units are considered affordable Glencoe 2.5% Winnetka 2.7% • Village has lost 125 affordable units since 2004 Northfield 3.2% • Majority of existing affordable units are not Lincolnshire 4.4% subsidized or regulated Wilmette 4.5% • Example: townhomes on Ridge Road Lake Forest 5.3% have been rehabbed and relisted Northbrook 5.7% • Since 2013 a net total of 43 affordable units Glenview 7.3% have been added in Wilmette Deerfield 7.3% Highland Park 9.3% Housing Assistance Program and Housing Our Own-Wilmette • Housing Assistance Program • Started in 1979 to provide monthly rent or mortgage and property tax assistance • Required head of household to be 62 or older or disabled, meet income limit, and a Wilmette resident • Assist long-time residents to stay in community • Funded by development agreements and zoning fines • Transitioned to non-profit as housing escrow was depleted • Housing our Own-Wilmette • Provides assistance to 18 Wilmette residents • Since 2018, admitted seven new participants, currently no waitlist • Monthly assistance was increased in 2019 to $225 per month (12.5%) • In 2020, provided one-time relief supplement in amount of 3 additional months of assistance • Balance at end of 2019 was $264 thousand • Emergency Housing Assistance Program • Funded by Village’s General Fund • Emergency assistance for short-term financial needs; 2 requests received and approved in 2020 Current Next Steps
• Comprehensive Plan Rewrite • Will provide opportunity to evaluate housing throughout Village • Review housing related goals and policies • 2020 - Staff will begin process for review of Comprehensive Plan • 2021- Public Planning process for Comprehensive Plan $*(1'$,7(0
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