CITY COUNCIL 2013/11/18 Agenda
THE CITY OF LAKE FOREST
CITY COUNCIL AGENDA
Monday, November 18, 2013 7:30 pm
City Hall Council Chambers
Honorable Mayor, Donald Schoenheider
Kent Novit, Alderman First Ward Stanford Tack, Alderman Third Ward
Catherine Waldeck, Alderman First Ward Jack Reisenberg, Alderman Third Ward
David Moore, Alderman Second Ward Robert Palmer, Alderman Fourth Ward
George Pandaleon, Alderman Second Ward Michael Adelman, Alderman Fourth Ward
CALL TO ORDER AND ROLL CALL 7:30 p.m.
PLEDGE OF ALLEGIANCE
REPORTS OF CITY OFFICERS
1. COMMENTS BY MAYOR
2. COMMENTS BY CITY MANAGER
3. COMMENTS BY COUNCIL MEMBERS
A. Finance Committee
1. Gorton Budget Presentation
PRESENTED BY: Finance Committee Chairman George Pandaleon
And Gorton Community Center Board Member Mark Ventling
BACKGROUND/DISCUSSION: A copy of the budget is provided beginning on page 11.
2. Consideration of an Ordinance Restating and Reaffirming Ordinance
No. 2008-08 and an Ordinance Establishing the 2013 Tax Levy (First
Reading)
PRESENTED BY: Elizabeth Holleb, Finance Director (847-810-3612)
PURPOSE AND ACTION REQUESTED: Staff requests approving the first reading of an
Ordinance restating and reaffirming Ordinance No. 2008-08 and the 2013 tax levy
ordinance.
BACKGROUND/DISCUSSION: The annual tax levy must be filed with the County Clerk by
the last Tuesday in December. At Finance Committee meetings conducted September
30 and October 21, as well as the November 4 City Council meeting, discussion has
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November 18, 2013 City Council Agenda
focused on long-term financial planning and projected budget deficits in the General
Fund (FY17) as well as funding shortfalls in the Capital Improvement Fund. The City has
taken significant proactive measures over the past several years to reduce costs in an
effort to mitigate budget shortfalls and avoid increases to revenues wherever possible.
Since approximately 70% of expenditures in the General Fund are personnel-related, cost
reductions have often come from cuts in personnel, as evidenced by the chart below:
The City has utilized cost-savings measures such as bond refinancing to capitalize on low
interest rates in 2011 and Early Retirement Incentives to reduce personnel and associated
costs. Efficiencies have been realized through outsourcing, privatization, shared services
and inter-governmental agreements, with studies continuing to seek additional
opportunities.
Even with these efforts, the fact remains that the City, State and nation has faced an
economic and financial challenge unmatched since the Great Depression and recovery
has been extremely slow. In order to maintain its current level of service to the residents
and business community, meet statutory requirements set out by the Illinois General
Assembly and maintain its investment in capital assets of the City, additional resources will
be necessary. The State of Illinois is facing a financial crisis well beyond the City’s and has
already reduced the share of income taxes and Corporate Personal Property
Replacement Tax distributed to local governments. With the City’s FY2014 budget reliant
on $2.3 million from the State, concern grows that the State could look for further
reductions in revenues distributed to local governments to address its own budget
shortfall.
The City has a significant reliance on property tax revenues, which represents more than
50% of the General Fund revenue. Ordinances adopted by the City Council in 2004 and
2008 set out the City’s position in regards to the property tax levy in light of the home rule
referendum, which successfully granted the City home rule authority in 2004. In light of
significant changes in circumstances since these ordinances were passed, it was
determined that it would be an appropriate time to discuss specific circumstances that
may appropriately warrant revisions to the Ordinance:
1) In regards to the debt service levy, it was recognized that imposition of the set
dollar limit of $2,589,906 which was the tax extension in 2004 should
2.80
2.90
3.00
3.10
3.20
3.30
3.40
3.50
3.60
3.70
# Employees per 100 Households
The City’s FY2014 budgeted
full-time personnel count of
224 is less than the total
budgeted in FY1992.
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November 18, 2013 City Council Agenda
appropriately be adjusted by an inflationary factor to recognize that the cost
of capital improvements would increase over time.
2) In regards to the debt service levy cap, it is recommended that this be revised
to allow for the cap to apply to the sum of any debt service levy plus any
capital improvement line item levy, to allow the City the flexibility to allow for
pay-as-you-go financing in the Capital Improvement Fund to avoid interest
costs, thereby reducing the overall costs of capital improvements to taxpayers.
3) In regards to the City’s aggregate levy for operating purposes (with the
exception of any capital improvement line item levy per #2 above), provide
specific circumstances by which the City Council may exceed the property tax
cap. The exception would require a 2/3 vote of the City Council, could not be
more than 5%, and must be used for either: 1) capital improvements, or 2)
replacement of revenues lost due to the State altering its distribution of funds
allocated to local governments.
Spreadsheets reviewing the proposed tax levy for 2013 are attached (page 35) for your
consideration. These include: 1) the tax levy limitations under the tax cap; 2) the tax levy
distributed by fund without new growth and allowances distributed; 3) the tax levy by
fund with new growth and allowances distributed; and 4) an explanation of the tax
increase to an average homeowner.
The tax levy to be approved includes the needs of all City departments, as well as for
pensions and debt service requirements. As proposed, the levy also includes an
additional $580,000 to begin to phase out State revenues from the General Fund budget.
In FY15, the amount would be transferred to the Capital Improvement Fund. A summary
of the proposed levies is as follows:
BUDGET/FISCAL IMPACT: The proposed tax levy for 2013 reflects a 4.94% increase over the
2012 tax levy extensions for the City and Library operating funds and City pension and
debt service funds. This increase is comprised of the 1.70% property tax cap increase on
those levy lines subject to the tax cap; debt service bond levies as previously approved
by City Council bond Ordinances, subject to abatement for debt paid by alternate
revenue sources; and an additional $580,000 to begin to phase out State revenues
Proposed
FUND 2013 LEVY 2012 Extension $ CHANGE % CHANGE
City General 13,061,396$ 12,936,576$ 124,820$ 0.96%
Capital Fund Transfer 580,000 0 580,000 n/a
Pension Funds 4,509,570 4,280,485 229,085 5.35%
Fire Pension PA 93-0689 40,999 47,561 (6,562) -13.80%
Recreation 1,330,161 1,307,926 22,235 1.70%
Parks 2,974,723 2,924,998 49,725 1.70%
Special Recreation 386,956 380,488 6,468 1.70%
Library 3,419,450 3,353,046 66,404 1.98%
Library sites 386,956 380,488 6,468 1.70%
Bond Funds 1,959,713 1,688,413 271,300 16.07%
TOTAL TAX LEVY - CITY 28,649,924$ 27,299,981$ 1,349,943$ 4.94%
School District 67- ESTIMATED 30,648,510$ 29,901,117 747,393$ 2.50%
GRAND TOTAL 59,298,434 57,201,098 2,097,336$ 3.67%
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November 18, 2013 City Council Agenda
supporting the General Fund operating budget. This amount would be transferred in
FY2015 to the Capital Improvement Fund, assuming the State does not move to reduce
revenues to local governments for the FY2015 fiscal year. The average increase to
existing residents ($800,000 home) is projected to be $152 or 4.95%.
COUNCIL ACTION: Grant first reading of an Ordinance Restating and Reaffirming
Ordinance No. 2008-08 (page 21) and Grant first reading of an Ordinance Establishing the
2013 Tax Levy (page 27).
3. Approval of Ordinances Abating 2013 Tax Levies for Various G.O.
Alternate Revenue Bond Issues (First Reading)
PRESENTED BY: Elizabeth Holleb, Finance Director (847-810-3612)
PURPOSE AND ACTION REQUESTED: Staff requests approving the first reading of ordinances
abating 2013 tax levies.
BACKGROUND/DISCUSSION: The proposed Ordinances provide for the abatement of
2013 taxes levied for the various outstanding general obligation ALTERNATE REVENUE
bond issues. The tax levies for all bond issues are established and recorded with the
County Clerk at the time the bonds are issued. Therefore, in order to reduce the bond
tax levies, an abatement ordinance must be approved and filed with the County Clerk
before the last Tuesday in December. The abatement of these general obligation
ALTERNATE REVENUE bonds is possible due to the fact these bond funds have an
adequate revenue source from water sales, Cemetery revenue, golf fees, sales tax or
payments from the U.S. Treasury. Therefore, the general obligation tax levy can be
abated as was planned at the time the bonds were issued. The proposed Ordinances
(beginning on page 39) are as follows:
• An Ordinance Abating a Portion of the Tax being Levied in 2013 for the Annual
Payment of the Principal and Interest on the Taxable General Obligation Bonds,
Series 2010-B Bond Issue
• An Ordinance Abating a Portion of the Tax being Levied in 2013 for the Annual
Payment of the Principal and Interest on the Taxable General Obligation Bonds,
Series 2010-C Bond Issue
• An Ordinance Abating the Total Tax being Levied in 2013 for the Annual Payment
of the Principal and Interest on the 2011 General Obligation Series 2011-A
Refunding Bond Issue
• An Ordinance Abating the Total Tax being Levied in 2013 for the Annual Payment
of the Principal and Interest on the 2011 General Obligation Series 2011-B
Refunding Bond Issue
BUDGET/FISCAL IMPACT: A summary of the proposed tax levy abatements is provided
below:
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November 18, 2013 City Council Agenda
COUNCIL ACTION: Grant first reading approval of the Ordinances abating tax levies for
various general obligation bond issues.
4. Consideration of an Ordinance approving a Fee Schedule,
Ordinances adopting new fees related to Sanitation, Parks and
Recreation, Electric Vehicle Charging Station and Landscape
Licensing, and an Ordinance amending City Code to Authorize the
City Manager Authority in Administering Fees (First Reading)
PRESENTED BY: Elizabeth Holleb, Finance Director (847-810-3612)
PURPOSE AND ACTION REQUESTED: Staff requests approving the first reading of the
proposed Ordinances.
BACKGROUND/DISCUSSION: As part of the budget process, all departments are asked to
review their user fees. A comprehensive fee schedule is provided as Exhibit A to the
Ordinance approving a fee schedule, which clearly identifies the proposed fee increases
highlighted in yellow and the proposed new fees highlighted in orange. Departments
have provided supplemental memos justifying their proposed fee adjustments and new
fees, which are included in the packet beginning on page 80. New fees require a
separate Ordinance to be submitted by the department proposing the new fee and
accompany the Ordinance approving the fee schedule. The following Ordinances are
submitted for City Council consideration at this time:
• Ordinance approving a fee schedule (page 43)
• Ordinance adopting a new sanitation fee (page 65)
• Ordinance adopting new fees related to Parks and Recreation (page 68)
• Ordinance adopting a new fee for use of an electric vehicle charging
station (page 71)
• Ordinance adopting a new fee associated with landscape licensing (page
74)
To more effectively administer the collection of the City’s revenues, it is recommended
that the City Council approve an Ordinance providing the City Manager specific
authority to reduce and/or waive fees in specific circumstances in the best interests of
2013 Debt Service Levy and Abatements
Levy per County Cemetery Golf Water .5 NHRST Int Rebate Net Levy
2008 829,206.26 829,206.26
2009 279,845.00 279,845.00
2010A 0.00 0.00
2010B 172,500.00 (77,625.00) 94,875.00
2010C 259,311.26 (90,758.92) 168,552.34
2011A 507,262.50 (142,100.00)(159,237.50) (205,925.00)0.00
2011B 2,475,300.00 (106,907.50) (2,049,382.50) (319,010.00)0.00
2013 587,235.00 587,235.00
5,110,660.02 (142,100.00) (106,907.50) (2,208,620.00) (524,935.00) (168,383.92) 1,959,713.60
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November 18, 2013 City Council Agenda
the City, and to establish the appropriate means of payment for specific fees and
charges. The Ordinance proposed would allow fee reductions or waivers up to $5,000,
and it is proposed that any reduction or waiver that exceeds $1,000 be reported to the
Finance Committee as an informational item. The proposed ordinance is located
beginning on page 77.
BUDGET/FISCAL IMPACT: Revenue for the new and increased fees is estimated to be
$675,768 in the General Fund, $15,784 in the Parks and Recreation Fund, and $9,361 in the
Deerpath Golf Course Fund.
COUNCIL ACTION: Grant first reading to the proposed ordinances.
4. OPPORTUNITY FOR CITIZENS TO ADDRESS THE CITY COUNCIL ON NON-AGENDA
ITEMS
5. ITEMS FOR OMNIBUS VOTE CONSIDERATION
1. Approval of the October 21, 2013 City Council minutes.
A copy of the minutes begins on page 102 of your packet.
2. Resolution of Sympathy for Wayne Cole
A copy of the Resolution can be found on page 109 of your packet.
3. Resolution of Sympathy for Dan Kirtuza
A copy of the Resolution can be found on page 110 of your packet.
4. Approval of Health Insurance Contract Renewals
STAFF CONTACT: DeSha Kalmar, Director of Human Resources (847-810-3530)
PURPOSE AND ACTION REQUESTED: Staff is recommending retaining current health plan
providers.
BACKGROUND/DISCUSSION: The City provides a self-funded medical and dental plan.
The cost of the City plan each year is determined by actual claims, fixed costs for
administration, reinsurance, and costs for life insurance.
Administration and billing services are currently provided by Professional Benefit
Administrators (PBA). Stop Loss coverage is placed with ING. Life coverage is placed with
CIGNA. Preferred Provider Network administration is provided through Cigna. Pharmacy
card services are provided by ServeYou Rx. Note that ServeYou Rx is currently under a
contractual rate guarantee until January, 2015, as is Cigna Life insurance.
A formal Request for Proposal process was completed in the fall of 2013 for Life
coverage, as well as stop loss and transplant coverage. The Transplant coverage under
Excess Health/National Union will not renew as of December, and an alternative contract
meeting ACA guidelines has been proposed.
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November 18, 2013 City Council Agenda
Importantly, ING was not the lowest bidder for the stop loss coverage. We solicited
proposals from major stop loss carriers, and received nine proposals. The costs for specific
coverage ranged from $460,000 to $599,000. The cost for Aggregate coverage ranged
from $14,000 to $28,000. Expected claims ranged from $3,785,000 to $4,088,000. The
lowest premium costs were received from Arch Insurance, HCC, and AIG. The renewal
terms from ING and competing stop loss carriers differ in terms of coverage offered.
Alternative carriers will all require a detailed review of our claims through the end of the
year, and several carriers are likely to require laser exclusions. The practice of using
“Laser” underwriting allows for lower premium costs in exchange for self-insuring amounts
above the standard specific deductible ($125,000). Because of differing terms attached
to the quotes, ING is considered the lowest responsible bid and is therefore
recommended.
The medical and dental renewal projection represents an increase of approximately 5%
from 2013 terms, consistent with lower than industry trend rates.
BUDGET/FISCAL IMPACT: Recommendations based on renewal quote:
• Retain Professional Benefit Administrators (PBA) for administration and billing services
o PBA costs are among the lowest and service levels meet expectations
• Retain preferred provider network administration with CIGNA, through PBA
o Estimated savings from managed care last year have been what was
anticipated
• Full RFP was not completed this year for Administrative processes since PBA is meeting
service expectations, and it is not deemed advisable to change administrators at this
point with the Affordable Care Act implementation.
• Retain ING for stop loss coverage
o Covers paid claims estimated to be consistent with projections, and provides
no significant exclusions to normal contract terms
o The alternative providers present a material risk that claims may be excluded to
a greater degree than ING (for example, a laser exclusion of $50,000-$75,000 or
more), and overall expected costs with ING are lower, even with a higher
premium
o Coverage is billed through PBA Billing Services
ING AIG Arch Ins. HCC Life IHC Risk
Sol.
Intermed-
iary
Specific Excess $524,38
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$489,827 $460,00
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$474,62
2
$535,281 $559,070
Aggregate
Excess
$13,398 $27,317 $21,951 $20,520 $28,097 $17,431
Transplant
Premium
$41,160 $61,944 $28,255 $41,160 $41,160 $41,160
Total $578,94
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$579,088 $510,21
4
$536,30
2
$604,538 $617,661
• Adopt Optum Health for Transplant Coverage, a component of Stop Loss Coverage
o Transplant premiums reduce cost for Stop Loss Coverage
o Optum is a leading provider of transplant coverage
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November 18, 2013 City Council Agenda
o Costs are lower than comparable coverage with AIG although higher than the
lowest cost proposal which includes coverage limitations and are not
considered responsible bids
o Coverage is billed through PBA Billing Services
Optum Midwest Risk AIG Arch
Estimated
Premium
$41,351 $42,041 $61,382 $28,385
• Retain CIGNA for life insurance
o Even though we had a guaranteed rate through 2014, CIGNA offered the best
rate and extended the rate guarantee through 2016
o Cigna is the only bidder that meets the current contract terms without
significantly reducing the employee life insurance options
o The City pays CIGNA directly for Life Coverage
Cigna Standard Met Life Dearborn
Basic Life & AD&D/
$1,000
$0.125 $0.165 $0.158 $0.152
COUNCIL ACTION: Authorize the City Manager to execute contracts retaining
Professional Benefit Administrators (PBA) for administration and billing services, retain
preferred provider network administration with CIGNA through PBA, retain ING for stop
loss coverage, contract with Optum Health for transplant coverage, a component of
stop loss coverage, and retain CIGNA for life insurance.
5. Approval of Three Year Contract with Credentials Solutions
STAFF CONTACT: Diane Hall, Assistant Finance Director (847-810-3614)
PURPOSE AND ACTION REQUESTED: Staff requests City Council award a three year
contract for the processing of the City’s vehicle licenses, pet licenses and parking permits
to Credentials Solutions.
BACKGROUND/DISCUSSION: The current contract with Credentials Solutions was set to
expire for the online processing of the City’s vehicle, pet and parking licenses/permits.
City staff completed a Request for Proposals (RFP) process and received three responses.
Credentials Solutions was the only respondent meeting all specifications of the City’s RFP.
Staff included as an additional option the processing of the Parks and Recreation boat
launch permits in the RFP. The Parks and Recreation staff is reviewing this portion of the
proposal and could come back at a later date for approval. The City has used
Credentials Solutions since 2007 and has had a positive working relationship and been
satisfied with the vendor’s performance. The software has been designed specifically for
Lake Forest.
Credentials Solutions Based on estimated FY13 Counts - $91,000
Third Millennium Did not meet RFP requirements
DocuPet Did not meet RFP requirements
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November 18, 2013 City Council Agenda
BUDGET/FISCAL IMPACT: Credentials Solutions has maintained the current pricing for the
vehicle and pet licenses and increased the parking permits $.10 as compared to the
current contract.
Below is an estimated summary of Contract budget:
FY2014 Funding Source Amount
Budgeted
Amount
Requested
Budgeted?
Y/N
Finance Operating $95,000 $91,000 Y
COUNCIL ACTION: If determined to be appropriate by the City Council, award a
contract to the lowest responsive proposer, Credentials Solutions for a three year
contract.
COUNCIL ACTION: Approve the Five (5) Omnibus items as presented.
6. ORDINANCES
1. Consideration of an Ordinance Approving a Recommendation from the
Building Review Board. (Final Approval)
STAFF CONTACT: Catherine Czerniak,
Director of Community Development (810-3504)
The following recommendation from the Building Review Board is presented to the City Council
for consideration as part of the Regular Agenda due to some continuing neighbor concerns
about the project. On November 4th the City Council approved first reading of the Ordinance
for this project. The Ordinance is now back before the Council for final consideration.
1359 Edgewood Road - The Building Review Board recommended approval of the demolition
of the existing residence and approval of a replacement residence, garage and landscaping.
The Board considered this petition over the course of several months and three meetings.
Written and verbal testimony was presented to the Board from three neighboring property
owners. Several concerns were raised including concerns about the height and length of the
replacement house, the architectural design of the house, the impact on the privacy of
neighboring homes and backyards, and drainage.
In response to the concerns raised, the Board provided direction over the course of the
meetings and reviewed revised plans developed by the petitioner. The Board recognized that
this neighborhood is in transition and that several houses in the area have been demolished
and replaced with newer, larger houses. The revised plans presented to the Board reduced
the size of the replacement house to 80% of the allowable square footage and shortened the
length of the house to reduce impacts to neighboring backyards. The Board also directed that
due to the tightness of the properties in this area, the flat topography and the neighbors’
concerns, the review of the final grading and drainage plans be completed at the front end of
the process. Ordinarily, final engineering plans are required only after City Council approval.
Engineering staff has approved the grading and drainage plans for this project and of
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November 18, 2013 City Council Agenda
particular note, the installation of a curb along the new driveway was required to restrict runoff
from the driveway on to the neighboring property to the south, a swale was required along the
north property line and portions of the hardscape on site will be pervious pavers, rather than
asphalt. (Board vote: 7-0, approved)
Since the last City Council meeting, engineering staff has confirmed that the grading and
drainage plans approved for this project properly direct stormwater flows away from
neighboring homes and toward the back of the lots.
The Ordinance approving the demolition and replacement residence as recommended by the
Building Review Board, with key exhibits attached, is included in the Council packet beginning
on page 111. The Ordinance and complete exhibits are available for review in the Community
Development Department.
COUNCIL ACTION: Grant final approval of the Ordinance approving the petition in
accordance with the Building Review Board’s recommendation.
7. NEW BUSINESS
8. ADDITIONAL ITEMS FOR COUNCIL DISCUSSION
9. ADJOURNMENT
Office of the City Manager November 13, 2013
The City of Lake Forest is subject to the requirements of the Americans with Disabilities
Act of 1990. Individuals with disabilities who plan to attend this meeting and who require
certain accommodations in order to allow them to observe and/or participate in this
meeting, or who have questions regarding the accessibility of the meeting or the
facilities, are required to contact City Manager Robert R. Kiely, Jr., at (847) 234-2600
promptly to allow the City to make reasonable accommodations for those persons.
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THE CITY OF LAKE FOREST
ORDINANCE NO. 20082013-__
AN ORDINANCE RESTATING AND REAFFIRMING
ORDINANCE NO. 20042008-478
WHEREAS, The City of Lake Forest (the "City") is a home rule, special charter
municipal corporation; and
WHEREAS, prior to the approval of the City's home rule referendum, the then-sitting
City Council of the City (the "2004 Council") adopted Ordinance No. 2004-47, which ordinance
established the position of the 2004 Council on the use of home rule authority, and particularly
pledged to abide by the "property tax cap" limitations of the Illinois Compiled Statutes as set
forth in the Property Tax Extension Limitation Law (35 ILCS 200/18-185 et seq.)(the "Tax Cap
Law"); and
WHEREAS, in evaluating the potential benefits of home rule, the 2004 Council
recognized that flexibility in accessing the bond market was a significant advantage that home
rule status provided over non-home rule status; and
WHEREAS, at the same time, the 2004 Council recognized that misuse of home rule
powers could lead to greater annual debt service payments for City taxpayers in real dollars; and
WHEREAS, in order to take advantage of the benefits of home rule without exposing the
taxpayers of the City to the risks of home rule, the 2004 Council adopted Ordinance No.
2004-47; and
WHEREAS,the voters of Lake Forest expressed their trust for its local governmental
representatives and their preference for local control by approving a referendum granting the City
home rule status in 2004; and
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WHEREAS,in 2008, the City Council (the "2008 Council") adopted Ordinance No.
2008-8, being "An Ordinance Restating And Reaffirming Ordinance No. 2004-47"; and
WHEREAS, the current City Council concurs with the 2004 Council and the 2008
Council that, notwithstanding its home rule status, the City should:
(i)with respect to its annual debt service and levies for capital
improvements, not exceed in real dollars $2,589,806, which was
the tax extension in 2004 for debt service amounts, exclusive of
changes in the Illinois Municipal Price Index (the "CPI") as
calculated by the Illinois Institute of Rural Affairs and the Illinois
Municipal League [or, if the Illinois Municipal Price Index is no
longer published, then the "Consumer Price Index" as defined in
the Tax Cap Law] (the "2004 Debt Level"); and
(ii)with respect to its "aggregate levy," being all property taxes levied
by the City except for debt service levies for general obligation
unlimited tax bonds and capital improvement levies, abide by the
limitations of the "property tax cap" law; and
WHEREAS,to demonstrate its concurrence with the 2004 Council, the City Council
desires to restate and reaffirm the intentions of the 2004 Council to abide by the "property tax
cap" and to articulate affirmatively the 2004 Council's intention to maintain the City's debt
service levels consistent with the 2004 Debt Level;at the time the 2004 Council adopted
Ordinance No. 2004-47, the Illinois Compiled Statutes required the State of Illinois to allocate
10% of Illinois income tax revenues collected by the State for payment to local governments (the
"Municipal Distributive Share") in accordance with 35 ILCS 5/901(b) (2004); and
WHEREAS,Illinois statutes also established a formula for calculating what portion of
the Municipal Distributive Share and other revenues would be allocated to the City (the "State
Revenue Sharing Moneys"); and
WHEREAS,the State Revenue Sharing Moneys had been a significant revenue source
for the City both before and since the City attained home rule status, and the City's continued
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receipt of its State Revenue Sharing Moneys was part of the basis for the 2004 Council's
adoption of Ordinance No. 2004-47; and
WHEREAS,pursuant to P.A. 97-32 and other enactments, the State of Illinois reduced
the Municipal Distributive Share from 10% to 6% of Illinois income tax revenues collected by
the State and modified the corporate personal property replacement tax, which has affected the
State Revenue Share Moneys that the City has traditionally received; and
WHEREAS,the General Assembly has proposed further legislative changes that would
reduce or eliminate the State Revenue Sharing Moneys that the City receives, as well as other
sources of tax revenues that the City had traditionally received; and
WHEREAS,because the State Revenue Sharing Moneys were assured by statute at the
time the 2004 Council adopted Ordinance No. 2004-47, Ordinance No. 2004-47 did not make
any provisions to address changes in the Municipal Distributive Share or the related impacts on
the City's State Revenue Sharing Moneys; and
WHEREAS,in the event of the loss of the State Revenue Sharing Moneys, the City
could suffer an annual loss of revenue of $2.3 million or more in State Revenue Sharing Moneys,
which loss would dramatically affect the extent and quality of services that the City provides to
protect the public health, safety, and welfare; and
WHEREAS,for the City to maintain services in the event of the loss of the State
Revenue Sharing Moneys, the City could either (a) reduce its fund balances, which could affect
the City's Aaa bond rating, or (b) increase substantially the property taxes within the City; and
WHEREAS,from a fiscal planning perspective, the City desires to put in place measures
to protect the City and its residents and taxpayers from dramatic changes in taxes or reductions in
services; and
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WHEREAS,in addition to the impact of the changing commitment of the State of
Illinois with respect to the State Revenue Sharing Moneys to the City, the City, State, and nation
have experience an economic and financial crisis since the City's adoption of home rule
unmatched since the Great Depression, which economic crisis has affected the City's ability to
fund fully the maintenance and investment in capital elements of the City; and
WHEREAS, consistent with good fiscal planning, and to demonstrate its concurrence
with the 2004 Council and the 2008 Council in light of the State's changing commitment
regarding the City's State Revenue Sharing Moneys, and to express more clearly the commitment
reflected in Ordinance No. 2004-47 and Ordinance No. 2008-8 with respect to the bonded
indebtedness and changes in the CPI, the City Council desires to restate, reaffirm, and refine the
intentions of the 2004 Council and the 2008 Council to abide by the Tax Cap Law and to
articulate affirmatively the intention of the 2004 Council and the 2008 Council to maintain the
City's debt service levels consistent with the 2004 Debt Level in real dollars; and
WHEREAS,in recognition that the funding of capital improvements can often be
accomplished more economically by direct levy rather than through the issuance of bonds (which
involve both issuance costs and interest costs), and consistent with the intent of the 2004 Council
and the 2008 Council, the City Council desires to clarify that paying for capital improvements on
a "pay as you go" basis while maintaining the 2004 Debt Level in real dollars is in the best
interests of the City and its residents;
NOW, THEREFORE, BE IT ORDAINED BY THE MAYOR AND CITY
COUNCIL OF THE CITY OF LAKE FOREST, LAKE COUNTY, ILLINOIS, as follows:
SECTION ONE:Recitals. The preceding recitals are incorporated into and made a
part of this Ordinance.
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SECTION TWO:Debt Limits and Property Tax Caps. Notwithstanding the City's
status as a home rule unit, the City Council shall:
(i)not exceed the 2004 Debt Level (as adjusted by the CPI from 2004
to the present) for City's annual debt service amount in conformity
with the 2004 Debt Levelplus levies for capital improvements, and
(ii)except as provided in part (i) above, abide by the "property tax cap"
for the City's aggregate levy in accordance with the Property Tax
Extension Limitation Law (35 ILCS 200/18-185 et seq.),Tax Cap
Law; provided that the City Council may, in any year, increase its
aggregate levy by more than the "property tax cap" (but not more
than 5%) by a two-thirds vote of the City Council, but only if the
moneys raised by such increase in property taxes in excess of the
aggregate levy otherwise authorized under the Tax Cap Law is
used either:
(a)for supplementing the Capital Improvement Fund of the
City; or
(b)to replace revenues lost because of changes in the amount
of the State Revenue Sharing Moneys paid to the City;
unless one of the following occurs:
A.The City Council has determined that a bona fide emergency or
legal requirement dictates said increase, or
B.That an advisory referendum has determined support within the
community for said increase.
SECTION THREE:Supersedence.This Ordinance supersedes Ordinance No.
2004-47 and Ordinance No. 2008-8.
SECTION FOUR:Effective Date. This Ordinance shall be in full force and effect
from and after its adoption.
25
6
PASSED this 17th____ day of March, 2008.November, 2013.
AYES:Aldermen Grumhaus, Hanrahan, Looby, Morsch, Swathout, Widman
NAYS:None
ABSENT:Aldermen Elliott and Haddad
APPROVED this 17th____ day of March, 2008.November, 2013.
Mayor
ATTEST:
City Clerk
# 26365943_v2
# 5185250_v6
26
AN ORDINANCE PROVIDING FOR THE LEVY OF TAXES FOR ALL CORPORATE PURPOSES AND FOR
THE PUBLIC SCHOOLS OF THE CITY OF LAKE FOREST, COUNTY OF LAKE AND STATE OF ILLINOIS,
FOR THE FISCAL YEAR COMMENCING MAY 1, 2013 AND ENDING APRIL 30, 2014
BE IT ENACTED BY THE CITY COUNCIL OF THE CITY OF LAKE FOREST, COUNTY OF LAKE AND
STATE OF ILLINOIS:
SECTION 1: That the Annual Appropriation Bill, an ordinance making appropriation for the corporate
purposes of The City of Lake Forest and the objects and purposes stated therein according to the departments,
and other separate agencies, and for the Public Schools of The City of Lake Forest, County of Lake and
State of Illinois, for the fiscal year commencing May 1, 2013 and ending April 30, 2014 was duly passed
the 15th of July, 2013 and thereafter published in pamphlet form as provided by law, which ordinance by
reference thereto is hereby made a part of hereof.
SECTION 2: That the sum of fifty-seven million, three hundred thirty-eight thousand, seven hundred twenty-one
dollars ($57,338,721) having heretofore legally appropriated for all corporate purposes of The City of Lake
Forest and for the Public Schools of The City of Lake Forest, County of Lake and State of Illinois, to be
collected from the taxes levied for the fiscal year commencing May 1, 2013 and ending April 30, 2014 be
and same hereby is levied against all property subject to taxation with The City of Lake Forest as the same
is assessed and equalized for State and County purposes for the said fiscal year.
That the purposes for which the said amount of fifty-seven million, three hundred thirty-eight thousand,
seven hundred twenty-one dollars ($57,338,721) hereto appropriated and hereby levied, respectively are
as follows, to wit:
GENERAL FUND Tax Levy
Appropriation 2013-2014
General Government
Salaries and Benefits 2,313,842$ 1,911,280$
Supplies/Other Services and Charges 5,631,667 3,240,208
Contingency - to meet expenses of emergencies
and optional expenses not otherwise provided for 3,132,944 -
TOTAL GENERAL GOVERNMENT 11,078,453$ 5,151,488$
Legal
Contractual Services 500,000$ 261,228$
TOTAL LAW 500,000$ 261,228$
Community Development
Salaries and Benefits 1,222,957$ -$
Supplies/Other Services and Charges 146,828 -
Capital Equipment - -
-
TOTAL COMMUNITY DEVELOPMENT 1,369,785$ -$
Public Works Administration
Salaries and Benefits 344,503$ 337,024$
Supplies/Other Services and Charges 56,035 54,818
-
TOTAL PUBLIC WORKS ADMINISTRATION 400,538$ 391,842$
Public Buildings
Building Maintenance Administration
Salaries and Benefits 690,586$ 324,741$
Supplies/Other Services and Charges 698,217 328,329
TOTAL PUBLIC BUILDINGS 1,388,803$ 653,070$
TAX LEVY 2013-2014
27
Tax Levy
Appropriation 2013-2014
Streets
Salaries and Benefits 806,663$ -$
Supplies/ Other Service and Charges 748,894 -
TOTAL STREETS 1,555,557$ -$
Sanitation
Salaries and Benefits 1,031,112$ 651,197$
Supplies/ Other Service and Charges 1,037,042 654,943
TOTAL SANITATION 2,068,154$ 1,306,140$
Storm Sewers
Salaries and Benefits 103,422$ 97,951$
Supplies/ Other Service and Charges 34,488 32,663
TOTAL STORM SEWERS 137,910$ 130,614$
Engineering
Salaries and Benefits 412,744$ 219,101$
Supplies/ Other Service and Charges 79,359 42,127
TOTAL ENGINEERING 492,103$ 261,228$
Fire
Fire Administration
Salaries and Benefits 4,312,553$ 2,166,686$
Supplies/ Other Service and Charges 239,457 120,306
Capital Equipment - -
Sub-Total 4,552,010$ 2,286,992$
Emergency Medical Services
Supplies/ Other Service and Charges 32,000$ 16,077$
Sub-Total 32,000$ 16,077$
Fire Suppression
Supplies/ Other Service and Charges 95,502$ 47,982$
Sub-Total 95,502$ 47,982$
TOTAL FIRE 4,679,512$ 2,351,051$
Police
Salaries and Benefits 5,971,098$ 2,816,379$
Supplies/ Other Service and Charges 674,958 318,356
TOTAL POLICE 6,646,056$ 3,134,735$
TOTAL AMOUNT APPROPRIATED FROM GENERAL FUND 30,316,871$ 13,641,396$
Less: Total amount appropriated from other sources 16,675,475
other than Tax Levy
Sub-Total 13,641,396
TOTAL AMOUNT TO BE RAISED BY TAX LEVY FOR
GENERAL FUND 13,641,396$
28
Tax Levy
Appropriation 2013-2014
ILLINOIS MUNICIPAL RETIREMENT AND SOCIAL SECURITY
For ILLINOIS MUNICIPAL RETIREMENT and SOCIAL SECURITY
(Excludes Water and Sewer Department, Fleet, Deerpath Golf Course,
Cemetery Commission and School District 67)
General Fund - IMRF 912,472$ 578,075$
General Fund - Social Security 626,583 578,075
Parks and Recreation Fund - IMRF 364,572 268,391
Parks and Recreation Fund - Social Security 305,207 268,391
-
TOTAL AMOUNT APPROPRIATED FROM ILLINOIS 2,208,834$ 1,692,932$
MUNICIPAL RETIREMENT AND SOCIAL SECURITY
Less: Total amount appropriated from other sources 515,902
other than Tax Levy
Sub-Total 1,692,932
TOTAL AMOUNT TO BE RAISED BY TAX LEVY FOR
ILLINOIS MUNICIPAL RETIREMENT AND SOCIAL SECURITY 1,692,932$
FIREFIGHTERS'S PENSION FUND
Other Services and Charges 1,599,001$ 1,116,389$
Contingency to meet expenses for emergencies and expenses
not otherwise provided for 164,000 -
TOTAL AMOUNT APPROPRIATED FOR PAYMENT
TO THE FIREFIGHTERS'S PENSION FUND 1,763,001$ 1,116,389$
Less: Total amount appropriated from other sources
other than Tax Levy 646,612
Sub-Total 1,116,389
TOTAL AMOUNT TO BE RAISED BY TAX LEVY FOR
THE FIREFIGHTERS'S PENSION FUND 1,116,389$
Other Services and Charges 40,999$ 40,999$
TOTAL AMOUNT TO BE RAISED BY TAX LEVY FOR
THE FIREFIGHTERS'S PENSION FUND LAW PA 93-0869 40,999$ 40,999$
POLICE PENSION FUND
Other Services and Charges 2,075,000$ 1,700,249$
Contingency to meet expenses for emergencies and expenses
not otherwise provided for 207,500 -
TOTAL AMOUNT APPROPRIATED FOR PAYMENT
TO THE POLICE PENSION FUND 2,282,500$ 1,700,249$
Less: Total amount appropriated from other sources 582,251
other than Tax Levy
Sub-Total 1,700,249
TOTAL AMOUNT TO BE RAISED BY TAX LEVY FOR
THE POLICE PENSION FUND 1,700,249$
29
Tax Levy
Appropriation 2013-2014
PARKS AND RECREATION FUND
Parks and Forestry
Administration
Salaries and Benefits 1,967,786$ 1,869,542$
Supplies/ Other Service and Charges 632,778 601,186
Capital Equipment 161,000 152,962
Sub-Total 2,761,564$ 2,623,690$
Grounds Maintenance
Supplies/ Other Service and Charges 219,800$ 208,826$
Sub-Total 219,800$ 208,826$
Athletic Field Plg/Tennis
Supplies/ Other Service and Charges 53,000$ 50,354$
Sub-Total 53,000$ 50,354$
Lake Front Facilities
Supplies/ Other Service and Charges 32,000$ 30,402$
Sub-Total 32,000$ 30,402$
Tree Trimming
Supplies/ Other Service and Charges 22,500$ 21,377$
Sub-Total 22,500$ 21,377$
Tree Removal
Supplies/ Other Service and Charges 14,000$ 13,301$
Sub-Total 14,000$ 13,301$
Insect & Disease
Supplies/ Other Service and Charges 17,630$ 16,750$
Sub-Total 17,630$ 16,750$
Tree & Shrub Planting/Care
Supplies/ Other Service and Charges 10,550$ 10,023$
Sub-Total 10,550$ 10,023$
TOTAL PARKS AND FORESTRY SECTION 3,131,044$ 2,974,723$
Recreation
Recreation Programs
Salaries and Benefits 2,727,202$ 759,958$
Supplies/ Other Service and Charges 1,877,681 523,232
Capital Equipment 6,250 1,742
Sub-Total 4,611,133$ 1,284,931$
Parks Equipment Reserve 162,312 45,230$
Recreation Development Fund - -
Contingency to meet expenses of emergencies and expenses
not otherwise provided for 857,427 -
TOTAL RECREATION SECTION 5,630,872$ 1,330,161$
TOTAL AMOUNT APPROPRIATED FROM THE PARKS AND 8,761,916
RECREATION FUND
30
Tax Levy
Appropriation 2013-2014
Less: Total amount appropriated from other sources 7,431,755
other than Tax Levy
Sub-Total 4,304,884
TOTAL AMOUNT TO BE RAISED BY TAX LEVY FOR
THE PARKS AND RECREATION FUND 4,304,884$
Special Recreation
Salaries and Benefits 49,907$ 42,888$
Supplies/Other Services and Charges 262,882 225,908
Capital Improvements 137,500 118,161
Contingency to meet expenses of emergencies and
operational expenses not otherwise provided for - -
TOTAL AMOUNT TO BE RAISED BY TAX LEVY FOR
SPECIAL RECREATION 450,289$ 386,956$
PUBLIC LIBRARY FUND
Library Services
Salaries and Benefits 2,080,350$ 2,080,351$
Supplies/Other Services and Charges 1,146,611 1,146,611
Contingency to meet expenses of emergencies and
operational expenses not otherwise provided for 228,822 -
Total Lake Forest Public Library - General 3,455,783$ 3,226,962$
Less: Total amount appropriated from other sources 228,821
other than Tax Levy
Sub-Total 3,226,962
TOTAL AMOUNT TO BE RAISED BY TAX LEVY FOR
THE LAKE FOREST PUBLIC LIBRARY - GENERAL 3,226,962$
Social Security and IMRF
Social Security 125,000$ 96,244$
Illinois Municipal Retirement Fund (IMRF)160,000 96,244
Total Lake Forest Public Library - Social Security and IMRF 285,000$ 192,488$
Less: Total amount appropriated from other sources 92,512
other than Tax Levy
Sub-Total 192,488
TOTAL AMOUNT TO BE RAISED BY TAX LEVY FOR
THE LAKE FOREST PUBLIC LIBRARY - SOCIAL SECURITY AND IMRF 192,488$
Library Building
Salaries and Benefits 149,650$ 96,133$
Supplies/Other Services and Charges 152,725 98,108
Sub-Total 302,375$ 194,241
Capital Equipment 100,000$ 64,238$
Capital Improvements 200,000 128,477
Sub-Total 300,000$ 192,715$
Total Lake Forest Public Library
Building Maintenance and Repair (Sites and Building)602,375$ 386,956$
31
Tax Levy
Appropriation 2013-2014
Less: Total amount appropriated from other sources 215,419
other than Tax Levy
Sub-Total 386,956
TOTAL AMOUNT TO BE RAISED BY TAX LEVY FOR
THE LAKE FOREST PUBLIC LIBRARY -
BUILDING MAINTENANCE AND REPAIR 386,956$
Public Schools THE CITY OF LAKE FOREST
School District No. 67**
From the Educational Fund 26,929,267$ 24,390,325$
From the Operations, Building and Maintenance Fund 2,670,488 5,000,000
From the Capital Projects Fund 506,128 -
From the Illinois Municipal Retirement Fund 325,441 450,000
From the Social Security Fund 325,440 225,000
From the Transportation Fund 1,205,903 583,185
TOTAL AMOUNT APPROPRIATED FOR PUBLIC SCHOOLS
OF THE CITY OF LAKE FOREST (School District No. 67)31,962,667$ 30,648,510$
TOTAL AMOUNT TO BE RAISED BY TAX LEVY FOR
PUBLIC SCHOOLS OF THE CITY OF LAKE FOREST
(School District 67)30,648,510$
32
Tax Levy
Appropriation 2013-2014
Summary of the Amounts Appropriated From the
the Several Funds
General 30,316,871$ 13,641,396$
Illinois Municipal Retirement Fund (IMRF)1,277,044 846,466
Social Security 931,790 846,466
Firefighters's Pension 1,763,001 1,116,389
Firefighters's Pension law PA 93-0869 40,999 40,999
Police Pension 2,282,500 1,700,249
Sub-Total 36,612,205$ 18,191,965$
Parks and Recreation 8,761,916$ 4,304,884$
Special Recreation 450,289 386,956
Public Library 3,455,783 3,226,962
Public Library - Social Security 125,000 96,244
Public Library - IMRF 160,000 96,244
Public Library - Sites and Building 602,375 386,956
Sub-Total 13,555,363$ 8,498,246$
The City of Lake Forest School District No. 67 ***
Educational 26,929,267$ 24,390,325$
Operations, Building and Maintenance 2,670,488 5,000,000
Capital Projects Fund 506,128 -
Illinois Municipal Retirement Fund 325,441 450,000
Social Security 325,440 225,000
Transportation 1,205,903 583,185
Sub-Total 31,962,667$ 30,648,510$
GRAND TOTAL 82,130,235$ 57,338,721$
*** The City of Lake Forest School District No. 67
will be holding a special meeting and these
tax levy numbers could change.
33
Section 3: Severability. If any provision of this Ordinance is declared unconstitutional, invalid, or
otherwise unenforceable by a court of competent jurisdiction, then that provision shall be deemed severed
from this Ordinance and the remainder of this Ordinance shall remain in full force and effect.
Section 4: The City Clerk of The City of Lake Forest is hereby directed to file a certified copy of this
ordinance with the County Clerk of Lake County in the State of Illinois as required by law.
Section 5: This ordinance shall be in force and effect ten (10) days after its passage, approval and publication.
PASSED THIS ____ day of ________________, 2013
____________________________________________
City Clerk
APPROVED THIS ____ day of ________________, 2013
_____________________________________________
Mayor
ATTEST:
______________________________________
City Clerk
That this ordinance be published in pamphlet form and be made available to the
public at the City Hall service counter.
34
Attachment 1
PROJECTED 2013 EQUALIZED ASSESSED VALUATION
Based on information from the County Clerk's Office
the projected Equalized Assessed Valuation (EAV) of property
in The City of Lake Forest for the tax year 2013 is as follows:
2012 EAV for The City of Lake Forest 2,378,047,139
Estimated average decrease to existing property -4.61%
2013 EAV for existing property 2,268,324,369
Total Estimated New Construction Growth for 2013 6,254,324$
Total Projected EAV for 2013 Tax Levy 2,274,578,693$
COMPUTATION OF MAXIMUM TAX EXTENSION FOR 2013 UNDER THE PROPERTY TAX
EXTENSION LIMITATION ACT
A.Tax Levy Extensions for the 2012 Tax Year (Excluding Debt 25,183,519$
Service, Special Rec and partial Fire Pension Tax Levy Extension)
B.Total Projected EAV for 2013 Tax Levy 2,274,578,693$
C.Total Estimated New Construction Growth for 2013 6,254,324$
D.CPI Increase for 2013 Levy 1.70%
Step 1 Numerator of Limiting Rate:25,183,519$ X 101.700%=25,611,639$
Step 2 Denominator of Limiting Rate:2,274,578,693$ -6,254,324 =2,268,324,369$
Step 3 Limiting Rate (Per $100 EAV):25,611,639$ /2,268,324,369 =0.01129$
Step 4 Maximum Tax Extension for 2013 Tax Year 2,274,578,693$ X 0.01129$ =25,682,256$
(Excluding Debt Service Tax Levy Extension):
Step 5 Added Tax Levy Extension Based on New =70,618$
Growth (Step 4 minus Step 1)
Aggregate Levy - Truth in Taxation Estimate:101.98%
Tax Cap 1.70%
TIF 0.00%
New Construction 0.28%
1.98%
ESTIMATING EQUALIZED ASSESSED VALUATION, TAX LEVY LIMITATIONS
AND NEW GROWTH PROJECTIONS FOR 2013
11/11/201312:27 PM taxlevy2013_1104 with addl
35
The City of Lake Forest
Tax Levy
2013
Attachment 2
FUND 2013 LEVY 2012 Extension $ CHANGE % CHANGE
General $13,000,180 12,936,576 63,604 0.49%
Pension Funds
IMRF/SS 1,156,150 1,136,824 19,326 1.70%
Police Pension 1,700,249 1,569,511 130,738 8.33%
Fire Pension 1,116,389 1,046,341 70,048 6.69%
Sub-Total Pension Funds 3,972,788 3,752,676 220,112 5.87%
Agency Funds
Recreation and Parks 4,304,884 4,232,924 71,960 1.70%
Recreation and Parks-IMRF/SS 536,782 527,809 8,973 1.70%
Special Recreation 0
Library 3,410,048 3,353,046 57,002 1.70%
Library-sites 386,956 380,488 6,468 1.70%
Sub-Total Agency Funds 8,638,670 8,494,267 144,403 1.70%
TOTAL LEVY UNDER TAX CAP 25,611,638 25,183,519 428,119 1.70%
Bond Funds (Cap - $2,589,806)
2010/2013 GO Bonds MS/CIP 850,662 553,377 297,285 53.72%
2009 GO Bonds Western 279,845 278,145 1,700 0.61%
Extension Adjustment 24,628 (24,628)
2008 GO Bonds RT 60/MS 829,206 832,263 (3,057)-0.37%
Sub-Total Bond Funds 1,959,713 1,688,413 271,300 16.07%
TOTAL TAX LEVY BEFORE
NEW GROWTH and ALLOWANCES 27,571,351 26,871,932 699,419 2.60%
Fire Pension PA 93-0689 40,999 47,561 (6,562)N/A
Special Recreation 386,956 380,488 6,468 N/A
ADD: State Replacement/Capital 580,000 580,000
Plus New Growth 70,618 70,618 N/A
GRAND TOTAL TAX LEVY 28,649,924 27,299,981 1,349,943 4.94%
DISTRIBUTION OF GROWTH
General Fund Levy -61,216$
Library Levy -9,402
TOTAL NEW GROWTH 70,618$
11/11/201312:27 PM taxlevy2013_1104 with addl
36
The City of Lake Forest
Tax Levy
2013
Attachment 3
FUND 2013 LEVY 2012 Extension $ CHANGE % CHANGE
General $13,061,396 12,936,576 124,820 0.96%
Capital Improvement Fund (Transfer)580,000 580,000
Pension Funds
IMRF/SS 1,156,150 1,136,824 19,326 1.70%
Police Pension 1,700,249 1,569,511 130,738 8.33%
Fire Pension 1,157,388 1,093,902 63,486 5.80%
Sub-Total Pension Funds 4,013,787 3,800,237 213,550 5.62%
Agency Funds
Recreation and Parks 4,304,884 4,232,924 71,960 1.70%
Recreation and Parks-IMRF/SS 536,782 527,809 8,973 1.70%
Special Recreation 386,956 380,488 6,468 1.70%
Library 3,419,450 3,353,046 66,404 1.98%
Library-sites 386,956 380,488 6,468 1.70%
Sub-Total Agency Funds 9,035,028 8,874,755 160,273 1.81%
26,690,211 25,611,568 1,078,643 4.21%
Bond Funds
2010 GO Bonds MS/CIP 850,662 553,377 297,285 53.72%
2009 GO Bonds Western 279,845 278,145 1,700 0.61%
Extension Adjustment 24,628 (24,628)
2008 GO Bonds RT 60/MS 829,206 832,263 (3,057)-0.37%
Sub-Total Bond Funds 1,959,713 1,688,413 271,300 16.07%
GRAND TOTAL TAX LEVY 28,649,924 27,299,981 1,349,943 4.94%
11/11/201312:27 PM taxlevy2013_1104 with addl
37
The City of Lake Forest
Tax Levy
2013
Explanation of Homeowner Increase
Attachment 4
2013 LEVY 2012 Extension $ CHANGE % CHANGE
Levy before growth and exclusions 25,611,638$ 25,183,519$ 428,119$ 1.70%
Plus growth and exclusions 498,573 428,049 70,524$
TOTAL LEVY UNDER TAX CAP 26,110,211$ 25,611,568$
Bond Funds 1,959,713 1,688,413 271,300$ 16.07%
Capital Improvement Fund (Transfer)580,000 580,000$
TOTAL TAX LEVY 28,649,924$ 27,299,981$ 1,349,943$ 4.94%
2013 2012
Forecast Actual
City Equalized Assessed Value ( EAV)2,268,324,369 2,378,047,139
1/3 market value
City Levy 28,649,924 27,299,981
Tax Rate 1.2630 1.1480 levy divided by EAV X 100
Average Home Market Value 763,120$ 800,000$
EAV 254,373 266,667
EAV X Tax Rate/100 3,213$ 3,061$ 152$ 4.95%
This is the impact projected on an average existing home.
This represents 19.7% (City) and 2.8% (Library) of the entire tax bill.
(Impacts on individual properties may differ.)
11/11/201312:27 PM taxlevy2013_1104 with addl
38
AN ORDINANCE
ABATING A PORTION OF THE TAX BEING LEVIED IN 2013
FOR THE ANNUAL PAYMENT OF THE PRINCIPAL AND INTEREST
ON THE TAXABLE GENERAL OBLIGATION BONDS, SERIES 2010-B BOND ISSUE
(RECOVERY ZONE ECONOMIC DEVELOPMENT BONDS-DIRECT PAYMENT)
WHEREAS, the City Council of The City of Lake Forest, Lake County, Illinois, did on the 19th day of
April, 2010 authorize the issuance of Taxable General Obligation Bonds, Series 2010-B (Recovery Zone Economic
Development Bonds – Direct Payment) in the amount of $3,000,000 for the purpose of financing capital
improvements and provided for the levy and collection of a direct annual tax for the payment of the principal and
interest of said bonds; and
WHEREAS, the City has funds in the Taxable General Obligation Bonds, Series 2010-B Bond Fund from
payments from the U.S. Treasury; and
WHEREAS, The City of Lake Forest has on hand, sufficient funds to pay a portion of the tax levied for the
annual payment of the principal and interest on the Taxable General Obligation Bonds, Series 2010-B Bond Issue
(Recovery Zone Economic Development Bonds- Direct Payment) due in fiscal year commencing May 1, 2014,
therefore a portion of the levy of the tax provided in the original bond ordinance passed April 19, 2010, a copy of
which was filed in the Office of the County Clerk is unnecessary;
NOW, THEREFORE, BE IT ENACTED by the City Council of The City of Lake Forest as follows:
SECTION 1: That the County Clerk of Lake County, Illinois, is hereby authorized and directed to abate a
portion of the 2013 Tax Levy of $77,625.00 hitherto provided for and levied in the ordinance providing for the
issuance of $3,000,000 Taxable General Obligation Bonds, Series 2010-B (Recovery Zone Economic Development
Bonds – Direct Payment) of The City of Lake Forest, Lake County, Illinois passed April 19, 2010.
SECTION 2: That this ordinance shall be in full force and effect from and after its approval and publication
as required by law.
PASSED THIS ______ day of __________________, 2013.
_________________________________
City Clerk
APPROVED THIS ______ day of _______________, 2013.
_________________________________
Mayor
ATTEST:
______________________________
City Clerk
2010-B
39
AN ORDINANCE
ABATING A PORTION OF THE TAX BEING LEVIED IN 2013
FOR THE ANNUAL PAYMENT OF THE PRINCIPAL AND INTEREST
ON THE TAXABLE GENERAL OBLIGATION BONDS, SERIES 2010-C BOND ISSUE
(BUILD AMERICA BONDS-DIRECT PAYMENT)
WHEREAS, the City Council of The City of Lake Forest, Lake County, Illinois, did on the 19th day of
April, 2010 authorize the issuance of Taxable General Obligation Bonds, Series 2010-C (Build America Bonds-
Direct Payment) in the amount of $5,425,000 for the purpose of financing capital improvements and provided for
the levy and collection of a direct annual tax for the payment of the principal and interest of said bonds; and
WHEREAS, the City has funds in the Taxable General Obligation Bonds, Series 2010-C Bond Fund from
payments from the U.S. Treasury; and
WHEREAS, The City of Lake Forest has on hand, sufficient funds to pay a portion of the tax levied for the
annual payment of the principal and interest on the Taxable General Obligation Bonds, Series 2010-C Bond Issue
(Build America Bonds- Direct Payment) due in fiscal year commencing May 1, 2014, therefore a portion of the levy
of the tax provided in the original bond ordinance passed April 19, 2010, a copy of which was filed in the Office of
the County Clerk is unnecessary;
NOW, THEREFORE, BE IT ENACTED by the City Council of The City of Lake Forest as follows:
SECTION 1: That the County Clerk of Lake County, Illinois, is hereby authorized and directed to abate a
portion of the 2013 Tax Levy of $90,759.00 hitherto provided for and levied in the ordinance providing for the
issuance of $5,425,000 Taxable General Obligation Bonds, Series 2010-C (Build America Bonds – Direct Payment)
of The City of Lake Forest, Lake County, Illinois passed April 19, 2010.
SECTION 2: That this ordinance shall be in full force and effect from and after its approval and publication
as required by law.
PASSED THIS ______ day of __________________, 2013.
_________________________________
City Clerk
APPROVED THIS ______ day of _______________, 2013.
_________________________________
Mayor
ATTEST:
______________________________
City Clerk
2010-C
40
AN ORDINANCE
ABATING THE TOTAL TAX BEING LEVIED IN 2013
FOR THE ANNUAL PAYMENT OF THE PRINCIPAL AND INTEREST
ON THE 2011 GENERAL OBLIGATION SERIES 2011-A REFUNDING BOND ISSUE
WHEREAS, the City Council of The City of Lake Forest, Lake County, Illinois, did on the 6th day of
September, 2011 authorize the issuance of General Obligation Series 2011-A Refunding Bonds in the amount of
$2,415,000 for the purpose of currently refunding certain maturities of the City’s outstanding General Obligation
Bonds, Series 1999, 2003C and 2003D and provided for the levy and collection of a direct annual tax for the
payment of the principal and interest of said bonds; and
WHEREAS, the City has funds in the 2011 General Obligation Series 2011-A from sufficient revenues
collected from the City owned Cemetery, the waterworks and sewerage system and the City’s sales tax; and
WHEREAS, The City of Lake Forest has on hand, sufficient funds to pay the total tax levied for the annual
payment of the principal and interest on the 2011 General Obligation Series 2011-A Refunding Bond Issue due in
fiscal year commencing May 1, 2014, therefore the total levy of the tax provided in the original bond ordinance
passed September 6, 2011, a copy of which was filed in the Office of the County Clerk is unnecessary;
NOW, THEREFORE, BE IT ENACTED by the City Council of The City of Lake Forest as follows:
SECTION 1: That the County Clerk of Lake County, Illinois, is hereby authorized and directed to abate the
total 2013 Tax Levy of $507,262.50 hitherto provided for and levied in the ordinance providing for the issuance of
$2,415,000 General Obligation Series 2011-A Refunding Bonds of The City of Lake Forest, Lake County, Illinois
passed September 6, 2011.
SECTION 2: That this ordinance shall be in full force and effect from and after its approval and publication
as required by law.
PASSED THIS ______ day of __________________, 2013.
_________________________________
City Clerk
APPROVED THIS ______ day of _______________, 2013.
_________________________________
Mayor
ATTEST:
______________________________
City Clerk
2011A
41
AN ORDINANCE
ABATING THE TOTAL TAX BEING LEVIED IN 2013
FOR THE ANNUAL PAYMENT OF THE PRINCIPAL AND INTEREST
ON THE 2011 GENERAL OBLIGATION SERIES 2011-B REFUNDING BOND ISSUE
WHEREAS, the City Council of The City of Lake Forest, Lake County, Illinois, did on the 6th day of
September, 2011 authorize the issuance of General Obligation Series 2011-B Refunding Bonds in the amount of
$24,825,000 for the purpose of advance refunding certain maturities of the City’s outstanding General Obligation
Bonds, Series 2002A, Series 2004A and Series 2004B and provided for the levy and collection of a direct annual tax
for the payment of the principal and interest of said bonds; and
WHEREAS, the City has funds in the 2011 General Obligation Series 2011-B from sufficient revenues
collected from the waterworks and sewerage system, the City’s golf fees and the City’s sales tax; and
WHEREAS, The City of Lake Forest has on hand, sufficient funds to pay the total tax levied for the annual
payment of the principal and interest on the 2011 General Obligation Series 2011-B Refunding Bond Issue due in
fiscal year commencing May 1, 2014, therefore the total levy of the tax provided in the original bond ordinance
passed September 6, 2011, a copy of which was filed in the Office of the County Clerk is unnecessary;
NOW, THEREFORE, BE IT ENACTED by the City Council of The City of Lake Forest as follows:
SECTION 1: That the County Clerk of Lake County, Illinois, is hereby authorized and directed to abate the
total 2013 Tax Levy of $2,475,300.00 hitherto provided for and levied in the ordinance providing for the issuance of
$24,825,000 General Obligation Series 2011-B Refunding Bonds of The City of Lake Forest, Lake County, Illinois
passed September 6, 2011.
SECTION 2: That this ordinance shall be in full force and effect from and after its approval and publication
as required by law.
PASSED THIS ______ day of __________________, 2013.
_________________________________
City Clerk
APPROVED THIS ______ day of _______________, 2013.
_________________________________
Mayor
ATTEST:
______________________________
City Clerk
2011B
42
THE CITY OF LAKE FOREST
ORDINANCE NO. 2013-_________
AN ORDINANCE APPROVING A
FEE SCHEDULE FOR THE CITY OF LAKE FOREST
WHEREAS, The City has established various fees and charges as part of its
codes, ordinances, rules, regulations, and policies, which fees and charges are
reviewed from time-to-time; and
WHEREAS, the City Council has reviewed such fees and charges, and
hereby determines that it is necessary to adjust certain existing fees and charges,
and/or to establish formally other fees and charges; and
WHEREAS, the City Council has determined that it is in the best interests
of the City and its residents to adopt this Ordinance;
NOW, THEREFORE, BE IT ORDAINED BY THE MAYOR AND CITY
COUNCIL OF THE CITY OF LAKE FOREST, COUNTY OF LAKE, STATE
OF ILLINOIS, as follows:
SECTION ONE: Recitals. The foregoing recitals are incorporated as the
findings of the City Council and are hereby incorporated into and made a part of
this Ordinance.
SECTION TWO: Approval of Fee Schedule. The City Council hereby
approves the fee schedule set forth in Exhibit A (“Fee Schedule”). To the extent
any provision of any code, ordinance, regulation, rule, or policy of the City is
43
2
contrary to the Fee Schedule, such provision is hereby deemed amended so that the
Fee Schedule shall control. Any fee or charge not otherwise listed on the Fee
Schedule shall remain unchanged and in full force and effect.
SECTION THREE: Effective Date of Fee Schedule. The fees and
charges set forth on the Fee Schedule shall take effect as of the date noted on the
Fee Schedule.
SECTION FOUR: Effective Date. This Ordinance shall be in full force
and effect upon its passage, approval, and publication in pamphlet form in the
manner provided by law.
Passed this ____ day of _________________________, 2013 AYES: NAYS: ABSENT: ABSTAIN: Approved this __ day of _________________________, 2013 _____________________________ Mayor ATTEST: _______________________________ City Clerk
44
3
Exhibit A
Schedule of Fees and Charges
45
11/18/13 Finance Committee 1 of 19
The City of Lake Forest
Effective May 1, 2014 or As Noted PROPOSED
Fees and Charges FY2015
Amount $$
%Projected
Fund FY2014 FEE CHANGE Revenue
1. Public Works
Water Utility Fees/Charges
Turn Off Water Fee Water 75 n/c
Turn Off Water Fee After Hours Water 100 n/c
Turn On Water Fee Water 75 n/c
Turn On Water Fee After Hours Water 100 n/c
Water Main Taps:Water
1 Inch Water 500 n/c
1-1/2 Inch Water 1,000 n/c
2 Inch Water 1,300 n/c
3,4,6 and 8 inch taps Water 900 n/c
Water Meter Fees:Water
3/4 Inch Water 470 n/c
1 Inch Water 540 n/c
1-1/2 Inch Water 910 n/c
2 Inch Water 1,165 n/c
3 inch Water 2,615 n/c
4 inch Water 3,950 n/c
6 inch Water 6,840 n/c
Plant Investment Fee - SF Water 2,900 n/c
Multi-Family Dwelling - new structure Water 2,652 n/c
Residential pools, sprinkler systems Water 459 n/c
Nonresidential buildings - new structures and additions Water 1.02/sq ft of entire n/c
Water interior area of the building
Institutional buildings - new structure and additions Water .94/sq ft of entire n/c
only if eligible for fed and state tax exempt status Water interior area of the building
General Fees
Sticker for Leaf/Grass Bags General 1.00 per sticker n/c
Sanitation
Special Pickup General $ 40 per cubic yard n/c
White Goods General 65 n/c
White Goods W/CFC General 90 n/c
Refuse collection fee - per month/household General N/A 8 620000
Exhibit A
46
11/18/13 Finance Committee 2 of 19
The City of Lake Forest
Effective May 1, 2014 or As Noted PROPOSED
Fees and Charges FY2015
Amount $$
%Projected
Fund FY2014 FEE CHANGE Revenue
Licenses
Scavengers - collects and disposes of multi-family and 1,500 per company n/c
commercial waste
Scavengers - collects and disposes of residential and 750 per company n/c
commercial roll -offs
Scavengers - collection and cleaning of portable toilets 200 per company n/c
2. Community Development
Water Utility Fees/Charges
Water Service Inspection Fee Water 50 n/c
Home Inspection Fee Water 150 n/c
Home Inspection Fee - Re-Inspection Water 50 n/c
General Fees
Zoning Analysis General 100 n/c
Building & Development Fees:
Service Contracts:
Lake Bluff General Per Agreement
Bannockburn General $5,000 min.n/c
& 50% over that n/c
Plan Review :
Remodeling up to $12,000 General 55 n/c
$12,001 to $48,000 Remodeling General 55 n/c
$48,001 - $120,000 Remodeling General 55 n/c
over $120,000 Remodeling General 55 n/c
Additional fee for plan reviews that require more than 2 hours General $55 per additional hour n/c
New Construction - SFD General 400 n/c
New Construction - 2FD General 230/unit n/c
New Const. - Com. & Multi. Fam.$572+$50/n/c
3 or more units 1,000 Sq. Ft.n/c
Plan Re-Submittal Fee General $ 140 per re-submittal n/c
Alterations to Approved Plans General $ 140 + $55 per hour fee n/c
for reviews
requiring more than 2 hours
47
11/18/13 Finance Committee 3 of 19
The City of Lake Forest
Effective May 1, 2014 or As Noted PROPOSED
Fees and Charges FY2015
Amount $$
%Projected
Fund FY2014 FEE CHANGE Revenue
Building Scale Calculation Fees
Single Family residence - first review General 400 n/c
with completed Building Scale worksheet/detailed plan General 200 n/c
Two-family dwelling General $ 189 per unit n/c
with completed Building Scale worksheet/detailed plan General 120 n/c
Additonal reviews (for revised plans)General 102 n/c
On-site inspection for an existing dwelling General 102 n/c
Office meeting to discuss for building scale calculation General 50 n/c
Building Scale Waiver Request General 100 n/c
Building Review Board Fees
Signs/Awnings/Landscaping/
Lighting/Fences General 75 n/c
Two or more of above General 125 n/c
Storefront Alterations General 100 n/c
New Commercial building, school, hospital or multi-family buil General 700 n/c
per building
Alterations or major additions to commerical buildings, school General 323 n/c
hopitals or multi-family buildings - per building
New multi-building projects - per building General 850 + 175 for more than n/c
4 buildings (per building)
Satellite Dish General 100 n/c
Changes to approved building materials General 60 n/c
Demolition with replacement structure General 2,230 n/c
Demolition partial and replacement addition General 1,310 n/c
Demolition w/o Replacement Struture General 1,310 n/c
Replacement/new single family home/duplex structure General 1,310 n/c
Variance from Building Scale Ordinance General 367 n/c
Revisions to Approved Plans General 225 n/c
Historic Preservation Commission Fees
Demolition (complete) and replacement structure General 2,450 n/c
Demolition (partial) and replacement structure General 1,529 n/c
Removal of less than 50%
New Residence on Vacant Property (building scale fee also)General 1,050 n/c
Additions & Alterations to Existing Residence (building scale fee also)General 500 n/c
Revisions to Approved Plans General 225 n/c
Variance from Building Scale Ordinance General 367 n/c
Rescission of local landmark designation, amendment of
48
11/18/13 Finance Committee 4 of 19
The City of Lake Forest
Effective May 1, 2014 or As Noted PROPOSED
Fees and Charges FY2015
Amount $$
%Projected
Fund FY2014 FEE CHANGE Revenue
local landmark designation or historic map amendment General 2,500 n/c
Project Fees
Red Tag , per violation, per day General 300 n/c
Stop Work Order General 750 n/c
Street Obstruction - first 30 lineal fee of public right-of-way General 30 n/c
Street Obstruction - for each 20 lineal feet or fraction therof in excess
of 30 feet General 10 n/c
Re-Inspection all permits (failed/no show)General 175 n/c
Additional Inspections General 50 n/c
Off Hour Inspections General
$50 administration fee plus per hour cost of
inspector n/c
Const. Codes Comm. Fees:
Variances from Construction Code General 250 n/c
Administrative Appeals General 150 n/c
Demolition Tax Cap Imp/12,000 n/c
Afford Hsing
Zoning Board of Appeals
Variations from Zoning Codc General 287 n/c
Administrative Appeals General 150 n/c
Special Use Permit - Existing Developments General 655 n/c
Legal Ad Publication (as required)General 50 n/c
Plan Commission
Minor Subdivisions-Tentative Approval 2,3 or 4 lots General 2,184 n/c
payable at time of application
Minor Subdivisions-Final Approval General 250+35/lot plus n/c
engineering and recording fees
Major Subdivisions-Tentative Approval 5 or more lots General $3,822+35 for each n/c
General lot over 5 n/c
Major Subdivisions-Final approval paid prior to recording of pla General $400+35/n/c
General plus $5/lot n/c
General over 10; +n/c
49
11/18/13 Finance Committee 5 of 19
The City of Lake Forest
Effective May 1, 2014 or As Noted PROPOSED
Fees and Charges FY2015
Amount $$
%Projected
Fund FY2014 FEE CHANGE Revenue
engineering and recording fees
Planned Preservation Subd Special Use Pemit plus minor/major subd fee General 2,500 n/c
Zoning Change General 3,328 n/c
Filing fee for all other developments General 788 n/c
Code Amendment General 3,328 n/c
Extension of Tentative Subdivision Plat Approval General 150 n/c
Administrative Property Line shift General 250 n/c
Legal Ad Publication (as required)General 50 n/c
Permits
Building Permits repair and maintenance under $6,000 General 30 40 33.33%1250
Building Permits - $100,000 or less General 1.5% of total construction n/c
General (50 min)n/c
Building Permits - over $100,000 General 2% of 1st 200k +eliminate
General 1% of next $300k+eliminate
General .5% over $500k eliminate
Building Permits - over $100,000
$100,001 - $200,000 General n/a 2% of total construction
$200,001 - $500,000 General n/a
$4,000 + 1% of total cc in
excess of $200,000
$500,001 and above General n/a
$7,000 + .5% of total cc in
excess of $500,000
Underground storage tank removal General
(single family and duplex)$50 per tank 150 200.00%300
All other properties General $200 per tank 250 25.00%50
Hot work General 25 n/c
Permit Extensions General
$150 adminstration fee plus 20% of the
original n/c
permit fee - 6 month extension
Administrative Approval of a Demolition General 250 500 100.00%500
Driveway Permits:
Residential - new curb cut General $50 per cut n/c
resurface driveway - no change General 25.00 per cut n/c
reconfiguration or change of material General 50 n/c
Commercial General $500 + $50/unit n/c
Multi-Family General $500 + $50/unit n/c
Sign Permits
50
11/18/13 Finance Committee 6 of 19
The City of Lake Forest
Effective May 1, 2014 or As Noted PROPOSED
Fees and Charges FY2015
Amount $$
%Projected
Fund FY2014 FEE CHANGE Revenue
Lights General $10/sq.ft.n/c
No Lights General $5/sq.ft.n/c
Satellite Permit General 100 n/c
Satellite dish General 1.5% of cost, 50 min n/c
Plumbing
Irrigation Systems General 2.00 per head n/c
General $ 60 min n/c
Plumbing - base charge General 60+$5.50/fix.n/c
Recording of Public Right-of-Way agreement General 40 n/c
for sprinkler system
Sanitary Sewer General $50 min + 1.00/ft over 50 ft n/c
Storm Sewer General $50 min + 1.00/ft over 50 ft n/c
Street Opening
Electrical General
$100, plus $1 per unit beyond 100 total
units n/c
Electrical Service General 75 n/c
Electric - motors General $75 + .50 per horsepower n/c
HVAC
Residential - New or replacement
1 or 2 units General 52 n/c
Each additional unit General 45 n/c
Duct work General 52 n/c
Commercial New General $52 per 1,500 n/c
General sq ft of floor area
Commerical - replacement of existing units General same as residential n/c
Sign General 1.5% construction cost n/c
General 50 min n/c
Construction Trailer Permit (Commercial Construction Sites only General $100 per month n/c
Purchase of Parking
Space per Zoning Code General to be set by City Council at the time n/c
of approval based on market costs
Vending Licenses
Health -Restaurant (20 or Less)General 250 n/c
Health - Restaurant (21-99)General 350 n/c
Health - Restaurant (100 + Seats)General 600 n/c
Health - Itinerant Restaurant General 250 n/c
Health - Food Store General 100.00 n/c
51
11/18/13 Finance Committee 7 of 19
The City of Lake Forest
Effective May 1, 2014 or As Noted PROPOSED
Fees and Charges FY2015
Amount $$
%Projected
Fund FY2014 FEE CHANGE Revenue
Health - Limited Food Store (selling candy)General 50.00 n/c
Food Vendor (delivery)General $150/Veh.n/c
Milk Vendor (delivery)General $100/Veh.n/c
Health - Milk Store General 100 n/c
Ice Vending Machine per machine General 110 n/c
Food Vending Machine per machine General 55 n/c
Candy Vending Machine per machine General 55 n/c
Pop/Soft drink Vending Machine per machine General 55 n/c
Milk Vending Machine per machine General 55 n/c
Tobacco vending machine per machine General 50 n/c
Card/Trinket Vending Machine per machine General 55 n/c
Amusement Machine per machine General 110 n/c
HVAC Contractor General 60 n/c
Electrical Contractor General 60 n/c
Juke Box General 25 n/c
Pool Table General 25 n/c
Elevator Inspection Fee General Variable n/c
DVD Vending Machine License General 110 n/c
Tree and Vegetation Removal
Application Review Fee General $30 n/c
Removal of Heritage Tree General $ 40 per tree n/c
Removal of tree 10" DBH or larger within the streetscape preservation General $ 40 per tree n/c
area, the front yard or the corner side yard
Removal of trees or vegetation from a Conservation Easement General $ 35 per 1 1/2 acre site n/c
Removal of trees froma Tree Preservation or No Disturbance area General $ 35 per tree n/c
Removal of trees or shrubs from any ravine or bluff General $ 35 per 1 1/2 acre site n/c
Removal of trees or shrubs from a public right of way General $ 35 per 1 1/2 acre site n/c
or other public property
Removal of Infested Ash Trees General Fees to be waived
Bonds
Permit Renewal - for projects with estimated construction General 13% of permit fee n/c
costs of $200,000 or less refundable upon completion
of project within one year
Permit Renewal - for projects with estimated construction General 17% of permit fee n/c
costs of more than $200,000 refundable upon completion
of project within 18 months
52
11/18/13 Finance Committee 8 of 19
The City of Lake Forest
Effective May 1, 2014 or As Noted PROPOSED
Fees and Charges FY2015
Amount $$
%Projected
Fund FY2014 FEE CHANGE Revenue
Fire Protection Fees:
Life Safety Plan Review Fee - New Constr/Addition General $ 500 min or .05 s.f.n/c
includes all floors
Life Safety Plan Review Fee - Remodel/Alteration General $ 60 min or .05 sf n/c
includes all areas
Fire Suppression Systems (Plan review and 2 inspections)
Single Family/Duplex Residential
New General $120 or .05 per s.f whichever is greater n/c
Addition/Alteration General $60 or .05 per s.f for scope of work area n/c
whichever is greater
Flush/Pump test General No fee inspection (test)n/c
Commercial/Multi Family
New General $500 or .05 per s.f. whichever is greater n/c
Addition/Alteration General
$250 or .05 s.f. for scope of work area whichever
is greater n/c
Specialized Suppression (FM 200, clean agent)General
$150 per system ( in addition to above fees for
the overall system)n/c
Underground Flush Test General 75 n/c
Fire Pump Test General 175 n/c
Stand pipe riser General 100 n/c
Fire Alarms
Single Family/Duplex Residential General $75 or .05 per s.f. whichever is greater n/c
Commercial/Multi Family - New General $75 or .05 per s.f. whichever is greater n/c
Commercial/Multi Family - Addition/Alteration General $75 or .05 per s.f. whichever is greater n/c
Inspections/Tests
Annual Underground Flush test Water $75 + cost per gallon of water, at current rate as n/c
established by the City Council, based on pipe
size
53
11/18/13 Finance Committee 9 of 19
The City of Lake Forest
Effective May 1, 2014 or As Noted PROPOSED
Fees and Charges FY2015
Amount $$
%Projected
Fund FY2014 FEE CHANGE Revenue
Annual Fire Pump Test Water
$175 + cost per gallon of water, at current rate
as n/c
established by the City Council, based on pump
size
Other
Hood and Duct Extinguishing System - New General $300 per system n/c
Hood and Duct Extinguishing System - Alteration General $100 per system n/c
Altenative Letter of Credit Review General $100 per review n/c
Conditional Certificate of Occupancy (single family
and duplex)General $200 per unit n/c
Conditional Certificate of Occupancy (multi-family
and commercial)General
$250 or $25 per square foot, whichever is
greater,n/c
to a maximum of $1,500
3. Finance
Water Utility Fees/Charges
Water Sales/1,000 Gallons
Effective with Water Bills mailed on or after May 1, 2013
Lake Forest Water 5.14 n/c
Del Mar Woods Water 7.06 n/c
Other Non resident users Water 7.06 n/c
Sewer Charge/1,000 Gallons (winter usage)Water 1.16 n/c
Customer Charge - Water (Inside)
5/8" to 1.5" meter Water $20/quarter n/c
2" to 4" meter Water $100/quarter n/c
6" and above meter Water $500/quarter n/c
Customer Charge - Water (Outside)
5/8" to 1.5" meter Water $25/quarter n/c
2" to 4" meter Water $110/quarter n/c
6" and above meter Water $525/quarter n/c
Customer Charge - Sewer
5/8" to 1.5" meter Water $5/quarter n/c
2" to 4" meter Water $20/quarter n/c
6" and above meter Water $100/quarter n/c
Beach Parking Fee
54
11/18/13 Finance Committee 10 of 19
The City of Lake Forest
Effective May 1, 2014 or As Noted PROPOSED
Fees and Charges FY2015
Amount $$
%Projected
Fund FY2014 FEE CHANGE Revenue
Beach Parking
Temporary (R)General 85 n/c
Temporary (NR)General 910 n/c
Parking Permits
Resident-Full Year Parking 313 n/c
Resident-Monthly Parking 30/Month n/c
Resident - Unlimited Parking 1,000 n/c
Employer Purchased-Full Yr. Parking 180 n/c
Employer Purchased-Monthly Parking 20/Month n/c
Non-Resident-Full Year Parking 626 700 11.82%666
Non-Resident - Monthly Parking 60/Monthly n/c
An envelope of 10 tokens Parking 25 n/c
Telegraph Road Annual Parking Permit fka quarterly/daily Parking 700 Transition to CBD permit -100.00%-1548
Daily Parking Fee-Telegraph Parking 3 n/c
Daily Parking Fee-All Other Parking 3 n/c
Licenses
Car , purchase on line General 80 Eliminate 54510
Lt. Truck (under 8,000 lbs.) purchase on line General 80 Eliminate 1060
HeavyTruck (8,000+ lbs.) purchase on line General 105 Eliminate 300
Motorcycles, purchase on line General 40 Eliminate 880
Car and Lt Truck General 85 n/c
HeavyTruck (8,000+ lbs.)General 110 n/c
Motorcycles General 45 n/c
Senior Citizen 65 and over General no discount n/c
Transfers General 5 n/c
Penalties General 50%n/c
Dog License General 10 n/c
Cat License General 10 n/c
Auto Dealer License General 50+20/Veh n/c
Disabled vehicle sticker (Benefit Access Program)General 45 n/c
Real Estate Transfer Tax Cap Imp $4.00 per $1,000 n/c
4. Parks and Recreation
Golf Course Fees/Charges:
55
11/18/13 Finance Committee 11 of 19
The City of Lake Forest
Effective May 1, 2014 or As Noted PROPOSED
Fees and Charges FY2015
Amount $$
%Projected
Fund FY2014 FEE CHANGE Revenue
Seasonal Fees-Resident: effective February 15, 2014
Class A -Adult Single DPG 1,318 1,358 3.03%4480
Class B -Adult Combo DPG 2,286 2,355 3.02%1242
Class C -Limited DPG 979 1,008 2.96%975
Class D -Junior DPG 588 606 3.06%1771
Class F - Senior Citizen DPG 783 807 3.07%493
Limited Plus DPG 834 859 3.00%400
Seasonal Fees (Non-Resident) effective February 15, 2014
Class A -Adult Single DPG 1,794 n/c
Class B -Adult Combo DPG 2,629 n/c
Class C -Limited DPG 1,107 n/c
Class D -Junior DPG 653 n/c
Class F - Senior Citizen DPG 1,095 n/c
Limited Plus DPG 873 n/c
Daily Fees-Resident: effective January 1, 2014
Weekday-9 DPG 28 n/c
Weekday-18 DPG 42 n/c
Senior Citizen 18 (weekday)DPG 36 n/c
Weekend 9 DPG 32 n/c
Weekend -18 DPG 50 n/c
Weekday Twilight DPG 37 n/c
Weekend Twilight DPG 39 n/c
Daily Fees-Non-Resident: effective January 1, 2014
Weekday.-9 DPG 33 n/c
Weekday.-18 DPG 49 n/c
Senior Citizen 18 (weekday)DPG 40 n/c
Weekend 9 DPG 34 n/c
Weekend-18 DPG 54 n/c
League Play DPG 23 n/c
Weekday Twilight DPG 39 n/c
Weekend Twilight DPG 41 n/c
Promotional Rounds (PNI and Others)DPG 42 n/c
Electric Golf Carts: effective January 1, 2014
9 Holes DPG 24 n/c
18 Holes DPG 34 n/c
56
11/18/13 Finance Committee 12 of 19
The City of Lake Forest
Effective May 1, 2014 or As Noted PROPOSED
Fees and Charges FY2015
Amount $$
%Projected
Fund FY2014 FEE CHANGE Revenue
9 Holes Single Rider DPG 12 n/c
18 Holes Single Rider DPG 19 n/c
Range Balls
Small Bucket DPG 4 n/c
. Large Bucket DPG 6 n/c
Double Bucket DPG 15 n/c
Promotional Cart (PNI and other)DPG 27 n/c
Pull cart - 9 holes DPG 4 n/c
Pull cart - 18 hoes DPG 5 n/c
USGA Handicap Fees - Members DPG 34 n/c
Permanent Tee Time - Weekend DPG 300 n/c
Permanent Tee Time - Holidays DPG 50 n/c
Rental Clubs DPG 20 n/c
Locker - 18 inch DPG 105 n/c
Locker - 12 inch DPG 95 n/c
Park Fees
Park Picnic Permits
0 - 50 People Parks/Rec 50 n/c
51 or more People Parks/Rec 50 n/c
Picnic Tables Parks/Rec 25 per table n/c
Grills Parks/Rec 85 per grill n/c
Boating and Beach Fees - effective February 1, 2014
Watercraft Ramp/Sailboat Permits-Recreation
Watercraft Ramp (R)Parks/Rec 424 435 2.59%737
Watercraft Ramp 2nd boat/ half season Parks/Rec 212 217 2.36%80
Watercraft Ramp (R) (Sen.) Parks/Rec 318 326 2.52%96
Watercraft Ramp (R) (Sen) 2nd boat/ half season Parks/Rec 159 163 2.52%0
Watercraft Ramp (NR) Parks/Rec 2,692 2759 2.49%201
Year round compound storage Resident Parks/Rec 1,882 1929 2.50%517
Year round compound storage Resident senior Parks/Rec 1,234 1447 17.26%1484
Year round compound storage non-resident Parks/Rec 5,666 5807 2.49%0
Seasonal compound storage Resident Parks/Rec 1,273 1305 2.51%96
Seasonal compound storage Resident Senior Parks/Rec 865 979 13.18%342
Seasonal compound storage Non-resident Parks/Rec 4,814 3915 -18.67%0
57
11/18/13 Finance Committee 13 of 19
The City of Lake Forest
Effective May 1, 2014 or As Noted PROPOSED
Fees and Charges FY2015
Amount $$
%Projected
Fund FY2014 FEE CHANGE Revenue
Year round watercraft rack storage resident Parks/Rec 668 540 -19.16%-1152
Year round watercraft rack storage resident senior Parks/Rec 668 405 -39.37%-1052
Year round watercraft rack storage non-resident Parks/Rec 2,409 1620 -32.75%0
Seasonal watercraft rack storage resident Parks/Rec 410 315 -23.17%-1330
Seasonal watercraft rack storage resident senior Parks/Rec 313 236 -24.60%-77
Seasonal watercraft rack storage non-resident Parks/Rec 2,417 945 -60.90%0
Year round watercraft sand storage resident (new)Parks/Rec 0 668
Year round watercraft sand storage resident senior (new)Parks/Rec 0 501
Year round watercraft sand storage non-resident (new)Parks/Rec 0 2004
Seasonal watercraft sand storage resident (new)Parks/Rec 0 410
Seasonal watercraft sand storage resident senior (new)Parks/Rec 0 308
Seasonal watercraft sand storage non-resident (new)Parks/Rec 0 1230
South Beach Parking Permit (R)Parks/Rec 123 126 2.44%33
South Beach Parking Permit (R) (Sen.)Parks/Rec 92 94 2.17%62
South Beach Parking Permit (NR)Parks/Rec 1,511 1549 2.51%76
South Beach Parking Permit Employee/Retiree Parks/Rec 84 n/c
Extra vehicle decal resident - center isle Parks/Rec 123 126 2.44%93
Extra vehicle decal senior - center isle Parks/Rec 92 94 2.17%10
Extra vehicle decal nonresident - center isle Parks/Rec 1,511 1549 2.51%0
Daily Boat Launch resident Parks/Rec 38 n/c
Daily Boat Launch nonresident Parks/Rec 60 n/c
Winter Sailboat Rack Storage Parks/Rec 101 Eliminate
Resident Guest Daily Parking Pass, limit 5 per season Parks/Rec 10 n/c
Nanny Parking Pass Parks/Rec 85 n/c
Senior Caregiver Parking Pass Parks/Rec 85 n/c
Non resident beach fee, weekends and holidays Parks/Rec 10 n/c
Fitness Center Fees - effective May 1, 2014
Fitness Center Membership Fees
Individual resident rate Parks/Rec 353 362 2.55%2,136
Individual resident rate - 6 months Parks/Rec 243 249 2.47%36
Individual resident rate - 3 months Parks/Rec 181 186 2.76%23
Individual non-resident rate Parks/Rec 423 434 2.60%169
Individual non-resident rate - 6 months Parks/Rec 314 322 2.55%0
Individual non-resident rate - 3 months Parks/Rec 217 222 2.30%0
Couple resident rate Parks/Rec 551 565 2.54%3,747
Couple resident rate - 6 months Parks/Rec 441 452 2.49%11
Couple resident rate - 3 month Parks/Rec 270 277 2.59%7
Couple non-resident rate Parks/Rec 662 679 2.57%166
58
11/18/13 Finance Committee 14 of 19
The City of Lake Forest
Effective May 1, 2014 or As Noted PROPOSED
Fees and Charges FY2015
Amount $$
%Projected
Fund FY2014 FEE CHANGE Revenue
Couple non-resident rate - 6 months Parks/Rec 553 567 2.53%0
Couple non-resident rate - 3 months Parks/Rec 324 332 2.47%0
Family resident rate Parks/Rec 772 791 2.46%6,774
Family resident rate - 6 months Parks/Rec 662 679 2.57%0
Family resident rate - 3 months Parks/Rec 357 366 2.52%0
Family non-resident rate Parks/Rec 925 948 2.49%46
Family non-resident rate - 6 months Parks/Rec 816 836 2.45%0
Family non-resident rate - 3 months Parks/Rec 430 441 2.56%0
Senior resident rate Parks/Rec 265 272 2.64%516
Senior resident rate - 6 months Parks/Rec 182 187 2.75%19
Senior resident rate - 3 months Parks/Rec 136 139 2.21%0
Senior non-resident rate Parks/Rec 317 325 2.52%25
Senior non-resident rate - 6 months Parks/Rec 235 241 2.55%32
Senior non-resident rate - 3 months Parks/Rec 163 167 2.45%0
Senior couple resident rate Parks/Rec 413 423 2.42%1,037
Senior couple resident rate - 6 months Parks/Rec 331 339 2.42%8
Senior couple resident rate - 3 months Parks/Rec 203 208 2.46%0
Senior couple non-resident rate Parks/Rec 497 509 2.41%60
Senior couple non-resident rate - 6 months Parks/Rec 415 425 2.41%0
Senior couple non-resident rate - 3 months Parks/Rec 243 249 2.47%0
Student resident rate Parks/Rec 269 276 2.60%296
Student non-resident rate Parks/Rec 323 331 2.48%24
Matinee resident rate Parks/Rec 178 182 2.25%383
Matinee non-resident rate Parks/Rec 212 217 2.36%53
All-inclusive - member - effective December 6, 2012 Parks/Rec 279 n/c
All-inclusive - non-member - effective December 6, 2012 Parks/Rec 620 n/c
5. OCM
General Fees & Charges:
Birth certificates (January 1, 2010)General $10 first/$4 additional n/c
Death certificates (January 1, 2013)General $14 first/$6 additional n/c
On-line data entry fee by city staff ( January 1, 2010)General 10 n/c
Passport General 30 n/c
Solicitors Permit General $40 n/c
Solicitors Permit General $30 n/c
Electric Car (New) November 18,2013 General $1 per Hour 500
59
11/18/13 Finance Committee 15 of 19
The City of Lake Forest
Effective May 1, 2014 or As Noted PROPOSED
Fees and Charges FY2015
Amount $$
%Projected
Fund FY2014 FEE CHANGE Revenue
Special Event Fees
Police Officer hourly rate General $76 80 5.26%
Firefighter/Paramedic hourly rate General $76 80 5.26%
Police and Fire Vehicle General $110 n/c
Public Works hourly rate General $60 63 5.00%
Parks hourly rate Parks/Rec.$60 63 5.00%
Barricades 1 - 10 General $5 n/c
Bleacher keep in park General $40 n/c
Bleacher move to another location General $70 n/c
Litter Barrels 1 - 6 General $135 n/c
Litter Barrels 7 - 12 General $45 n/c
Picnic Tables 1 - 6 General $55 n/c
Picnic Tables 7 - 12 General $150 n/c
Grills General $245 n/c
85 n/c
Licenses
Raffle License General 25 n/c
Tobacco License General 125 n/c
Landscape License (March 1 to Feb 28)General 100 n/c
Penalties - Landscape License Applicants after June 1 General n/a 25
Alcoholic and Beverages:n/c
Class A-1 General 2,700 n/c
Class A-2 General 1,500 n/c
Class A-3 General 275 n/c
Class B-1 General 2,500 n/c
Class C-1 General 2,600 n/c
Class C-2 General 3,000 n/c
Class C-3 General 800 n/c
Class D-1 General 2,500 n/c
Class E-1 General 3,000 n/c
Class F-1 General 100 n/c
Class F-2 General
175 for each 24 hour period or any part
thereof
100 for each 24 hour
period or any part
thereof; $50 not for profit
with proof of 501(c)3
status -2700
60
11/18/13 Finance Committee 16 of 19
The City of Lake Forest
Effective May 1, 2014 or As Noted PROPOSED
Fees and Charges FY2015
Amount $$
%Projected
Fund FY2014 FEE CHANGE Revenue
Class F-3 General
100 for each 24 hour period or any part
thereof
75 for each 24 hour
period or any part
thereof; $50 not for profit
with proof of 501(c)3
status
(included
above)
Class F-4 General
500 per vendor for the duration of the
duration n/c
of the sporting event n/c
Class F-5 General 1,100 n/c
Class F-6 General 600 n/c
Class G-1 General 200 n/c
Class G-2 General 600 n/c
Class H-1 General 600 n/c
Class H-2 General 1,100 n/c
Class I-1 General None n/c
Annual Renewal General
150 renewal existing or change in
owners or officers n/c
Application Fee General 300 new license n/c
Impact Fees
Library Library see ordinance n/c
Fire and Emergency Services General see ordinance n/c
Park Site PPL see ordinance n/c
Park Development PPL see ordinance n/c
Police General see ordinance n/c
Public Works General see ordinance n/c
School District 67 (information only)pay School see ordinance n/c
High School District 115 (information only)pay School see ordinance n/c
6. Police
General Fees & Charges:
Bank ID Card Fee General 25 n/c
Adult Finger Print Fee
Resident or Employee General 25 n/c
Non-resident General 200 n/c
Licenses
Taxicab General 50 n/c
61
11/18/13 Finance Committee 17 of 19
The City of Lake Forest
Effective May 1, 2014 or As Noted PROPOSED
Fees and Charges FY2015
Amount $$
%Projected
Fund FY2014 FEE CHANGE Revenue
Taxicab Driver General 50 n/c
Taxi Business License (paid at City Hall)
New General 100 n/c
Renewal General 100 n/c
Fines & Penalties:
Overtime Parking - Lot General $15/25/50 n/c
Improper Parking - Lot General 15/25/50 n/c
Parking in Prohibited Area- Lot General 15/25/50 n/c
Overtime Parking - Other General $15/25/50 n/c
Improper Parking - Other General 15/25/50 n/c
Parking in Prohibited Area- Other General 15/25/50 n/c
Parking at Boat Ramp General 125/150/175 n/c
No Vehicle License General 75/100/125 n/c
No parking east of Sheridan Road General 125/150/175 n/c
No Animal License General 15/25/50 n/c
Dog-At-Large General 40/55/70 n/c
Code Violations General variable n/c
Motor Code Violations General variable n/c
Dog Barking General 15/25/50 n/c
Leaf Burning General 15/25/50 n/c
Handicapped Parking General 250 n/c
Dog Public Nuisance General 100/500/750 n/c
Burglar Alarm Fees General 0/50/100/250 n/c
7. Fire
General Fees & Charges:
Ambulance-Resident ALS transport General 587.40 n/c
Ambulance-Resident ALS2 transport General 703.98 n/c
Ambulance-Resident BLS transport General 524.40 n/c
Ambulance-Non Resident ALS transport General 735.63 n/c
Ambulance- Non Resident ALS2 transport General 903.98 n/c
Ambulance-Non Resident BLS transport General 666.74 n/c
Ambulance - Mileage General 6.05 per mile n/c
8. Engineering
62
11/18/13 Finance Committee 18 of 19
The City of Lake Forest
Effective May 1, 2014 or As Noted PROPOSED
Fees and Charges FY2015
Amount $$
%Projected
Fund FY2014 FEE CHANGE Revenue
Sewer System Connection Fee
Single Family Dwelling 825 n/c
Two - family Dwelling 825 per unit n/c
Multi-family Dwelling 165 per population equiv n/c
1,650 min
Non-Residential Buildings 165 per population equiv n/c
1,650 min
Institutional buildings with Fed and State tax exempt status 825/connection n/c
Site Grading
Site Grading - New construction 500 n/c
If no grading, request may be submitted for a waiver of the requirement of 100 n/c
grading plan
Resubmittal 125 n/c
Revisions to approved grading plans 125 n/c
Tree fencing inspection fee 125 n/c
Site grading security (financial guarantee - refundable)3,000 per acre of development n/c
Water Shed Development Fee: Revised Fee Schedule
General Fees
Sediment and Erosion Control Only
Single Family Residential Lot (See site grading ordinance)see ordinance
Single Family Residential Lot (within regulatory floodplain)750 n/c
Development (<10 acres)850 n/c
Development ( ≥ 10 acres)1,000 n/c
Minor Development
Without detention 2,000 n/c
With detention or Fee - in - lieu 3,000 n/c
Major Development
With detention or Fee-in-lieu 4,500 n/c
Within regulatory floodplain ( < 10 acres)3,000 n/c
Within regulatory floodplain (≥ 10 acres)4,000 n/c
Wetland Fees
Category I Wetland impacts less than or equal to 1 acre 500 + appropriate General fee n/c
Category II Wetland impacts greater than 1 acre and less than 2 acres 750 + appropriate General fee n/c
Category III Wetland impacts greater or equal to 2 acres or impacts a HQAR 1,000 + appropriate General fee n/c
Category IV Wetland impacts involving either restoration, creation 500 (< 1 acre) + applicable Gen fee n/c
or enhancement 1,000 (≥ 1 acre) + applicable Gen fee n/c
63
11/18/13 Finance Committee 19 of 19
The City of Lake Forest
Effective May 1, 2014 or As Noted PROPOSED
Fees and Charges FY2015
Amount $$
%Projected
Fund FY2014 FEE CHANGE Revenue
Resubmittal fee
1/3 of total Watershed Permit Fee/each
resubmittal n/c
Earth Change Approval 1,000 + applicable Watershed Permit Fee n/c
Securities - financial guarantee refundable 3,000 per acre of development n/c
Variances 2,200 + applicable Watershed Permit Fee n/c
Appeals 550 + applicable Watershed Permit Fee n/c
Flood Plain Analysis and Report 35 n/c
Construction Engineering Standards Manual 35 n/c
9. Senior Resources
Membership Dues
Residents of Lake Forest, Lake Bluff and unincorporated
Lake Forest and Lake Bluff Senior Resources $35 per person n/c
$55 per family n/c
Outside of Lake Forest and Lake Bluff Senior Resources $45 per person n/c
$65 per family n/c
Circuit Breaker participants Lake Forest and Lake Bluff Senior Resources $10 per person n/c
residents only $15 per family n/c
Car and Bus rides Senior Resources $3/fee each direction n/c
$6 round trip n/c
Taxi subsidy- Lake Forest and Lake Bluff residents Senior Resources 16 coupons/month n/c
living within the Lake Forest High School District for a value of $3/each n/c
64
THE CITY OF LAKE FOREST
ORDINANCE NO. 2013-
AN ORDINANCE ADOPTING NEW FEES RELATED TO REFUSE
COLLECTION FOR INCORPORATION INTO THE FEE SCHEDULE FOR THE
CITY OF LAKE FOREST
WHEREAS, The City of Lake Forest is a home rule, special charter municipal
corporation; and
WHEREAS, the City Council, on an annual basis reviews fees and charges
related to refuse collection and having done so, hereby determines that it is necessary to
establish new fees and charges to cover the cost of service provided; and
WHEREAS, the City Council has determined that it is in the best interest of the
City and its residents to adopt this Ordinance;
NOW, THEREFORE, BE IT ORDAINED BY THE MAYOR AND CITY
COUNCIL OF THE CITY OF LAKE FOREST, COUNTY OF LAKE, STATE OF
ILLINOIS AS FOLLOWS:
SECTION ONE. Recitals. The foregoing recitals are incorporated as
the findings of the City Council and are hereby incorporated into and made a part of this
Ordinance.
SECTION TWO. Approval of New Fee Related to Refuse Collection. The
City Council hereby approves the fees as set forth in Exhibit A, “New Fee Related to
Refuse Collection”, and directs that said fees shall be incorporated into the Fee Schedule
for The City of Lake Forest and reviewed and adjusted on an annual basis as part of the
Fee Schedule as determined to be necessary by the City Council.
SECTION THREE: Effective Date of the New Fees Related to Refuse
Collection. The fees and charges set forth in Exhibit A shall take effect as of May 1,
65
2014, consistent with the date of the Fee Schedule for FY 2015 as adopted by the City
Council.
SECTION FOUR: Effective Date. This ordinance shall be in full force
and effect upon its passage, approval, and publication in pamphlet form in the manner
provided by law.
Passed this day of , 2013
AYES:
NAYS:
ABSENT:
ABSTAIN:
Approved this day of , 2013
Mayor
ATTEST:
City Clerk
66
EXHIBIT A
New Fees Related to Refuse Collection
New Fee Related to Refuse Collection $8 / month*
*NOTE: This fee will be assessed to all residential households that receive City refuse
collection services. The fee will be assessed quarterly on the household’s water bill.
67
THE CITY OF LAKE FOREST
ORDINANCE NO. 2013-
AN ORDINANCE ADOPTING NEW FEES RELATED TO PARKS AND
RECREATION DEPARTMENT FOR INCORPORATION INTO THE
SUPPLEMENTAL FEE SCHEDULE FOR THE CITY OF LAKE FOREST
WHEREAS, The City of Lake Forest is a home rule, special charter municipal
corporation; and
WHEREAS, the City Council, on an annual basis reviews fees and charges
related to recreation services and having done so, hereby determines that it is necessary to
establish new fees and charges to cover the cost of service provided; and
WHEREAS, the City Council has determined that it is in the best interest of the
City and its residents to adopt this Ordinance;
NOW, THEREFORE, BE IT ORDAINED BY THE MAYOR AND CITY
COUNCIL OF THE CITY OF LAKE FOREST, COUNTY OF LAKE, STATE OF
ILLINOIS AS FOLLOWS:
SECTION ONE. Recitals. The foregoing recitals are incorporated as
the findings of the City Council and are hereby incorporated into and made a part of this
Ordinance.
SECTION TWO. Approval of New Fees Related to the Parks and
Recreation Department. The City Council hereby approves the fees as set forth in
Exhibit A, New Fees Related to the Parks and Recreation Department, and directs that
said fees shall be incorporated into the Supplemental Fee Schedule for the City of Lake
Forest and reviewed and adjusted on an annual basis as part of the Supplemental Fee
Schedule as determined to be necessary by the City Council.
SECTION THREE: Effective Date of the New Fees Related to the Parks and
Recreation Department. The fees and charges set forth in Exhibit A shall take effect as
68
of February 1, 2014, consistent with the date of the Supplemental Fee Schedule for FY
2015 as adopted by the City Council.
SECTION FOUR: Effective Date. This ordinance shall be in full force and
effect upon its passage, approval, and publication in pamphlet form in the manner
provided by law.
Passed this day of , 2013
AYES:
NAYS:
ABSENT:
ABSTAIN:
Approved this day of , 2013
Mayor
ATTEST:
City Clerk
69
EXHIBIT A
New Fees to the Recreation Department
Lakefront Permits
Year Round Watercraft Sand Storage Resident $668
Year Round Watercraft Sand Storage Resident Senior $501
Year Round Watercraft Sand Storage Non-Resident $2,004
Seasonal Watercraft Sand Storage Resident $410
Seasonal Watercraft Sand Storage Resident Senior $308
Seasonal Watercraft Sand Storage Non-Resident $1,230
70
THE CITY OF LAKE FOREST
ORDINANCE NO. 2013-
AN ORDINANCE ADOPTING NEW FEES RELATED TO ELECTRIC
VEHICLE CHARGING STATION FOR INCORPORATION INTO THE FEE
SCHEDULE FOR THE CITY OF LAKE FOREST
WHEREAS, The City of Lake Forest is a home rule, special charter municipal
corporation; and
WHEREAS, the City Council, on an annual basis reviews fees and charges
related to ELECTRIC VEHICLE CHARGING STATION and having done so, hereby
determines that it is necessary to establish new fees and charges to cover the cost of
service provided; and
WHEREAS, the City Council has determined that it is in the best interest of the
City and its residents to adopt this Ordinance;
NOW, THEREFORE, BE IT ORDAINED BY THE MAYOR AND CITY
COUNCIL OF THE CITY OF LAKE FOREST, COUNTY OF LAKE, STATE OF
ILLINOIS AS FOLLOWS:
SECTION ONE. Recitals. The foregoing recitals are incorporated as
the findings of the City Council and are hereby incorporated into and made a part of this
Ordinance.
SECTION TWO. Approval of New Fees Related to ELECTRIC
VEHICLE CHARGING STATION. The City Council hereby approves the fees as set
forth in Exhibit A, New Fees Related to ELECTRIC VEHICLE CHARGING STATION,
and directs that said fees shall be incorporated into the Fee Schedule for the City of Lake
Forest and reviewed and adjusted on an annual basis as part of the Fee Schedule as
determined to be necessary by the City Council.
71
SECTION THREE: Effective Date of the New Fees Related to ELECTRIC
VEHICLE CHARGING STATION. The fees and charges set forth in Exhibit A shall
take effect as of November 18, consistent with the date of the Fee Schedule for FY 2014
as adopted by the City Council.
SECTION FOUR: Effective Date. This ordinance shall be in full force
and effect upon its passage, approval, and publication in pamphlet form in the manner
provided by law.
Passed this day of , 2013
AYES:
NAYS:
ABSENT:
ABSTAIN:
Approved this day of , 2013
Mayor
ATTEST:
City Clerk
72
EXHIBIT A
New Fees to the Office of the City Manager
Electric Car Charging Station $1.00 per hour
73
THE CITY OF LAKE FOREST
ORDINANCE NO. 2013-
AN ORDINANCE ADOPTING NEW FEES RELATED TO LANDSCAPE
LICENSE PENALTY FEE FOR INCORPORATION INTO THE FEE
SCHEDULE FOR THE CITY OF LAKE FOREST
WHEREAS, The City of Lake Forest is a home rule, special charter municipal
corporation; and
WHEREAS, the City Council, on an annual basis reviews fees and charges
related to LANDSCAPE LICENSE PENALTY FEE and having done so, hereby
determines that it is necessary to establish new fees and charges to cover the cost of
service provided; and
WHEREAS, the City Council has determined that it is in the best interest of the
City and its residents to adopt this Ordinance;
NOW, THEREFORE, BE IT ORDAINED BY THE MAYOR AND CITY
COUNCIL OF THE CITY OF LAKE FOREST, COUNTY OF LAKE, STATE OF
ILLINOIS AS FOLLOWS:
SECTION ONE. Recitals. The foregoing recitals are incorporated as
the findings of the City Council and are hereby incorporated into and made a part of this
Ordinance.
SECTION TWO. Approval of New Fees Related to LANDSCAPE
LICENSE PENALTY FEE. The City Council hereby approves the fees as set forth in
Exhibit A, New Fees Related to LANDSCAPE LICENSE PENALTY FEE, and directs
that said fees shall be incorporated into the Fee Schedule for the City of Lake Forest and
reviewed and adjusted on an annual basis as part of the Fee Schedule as determined to be
necessary by the City Council.
74
SECTION THREE: Effective Date of the New Fees Related to LANDSCAPE
PENALTY LICENSE FEE. The fees and charges set forth in Exhibit A shall take
effect as of May 1, 2014, consistent with the date of the Fee Schedule for FY 2015 as
adopted by the City Council.
SECTION FOUR: Effective Date. This ordinance shall be in full force
and effect upon its passage, approval, and publication in pamphlet form in the manner
provided by law.
Passed this day of , 2013
AYES:
NAYS:
ABSENT:
ABSTAIN:
Approved this day of , 2013
Mayor
ATTEST:
City Clerk
75
EXHIBIT A
New Fees to the Office of the City Manager
Landscape License Penalty Fee $25.00
76
THE CITY OF LAKE FOREST
ORDINANCE NO. _________
AN ORDINANCE AMENDING CHAPTER 2 OF THE LAKE
FOREST CITY CODE, AS AMENDED,
RELATING TO THE FEE AUTHORITY OF THE CITY MANAGER
Adopted by the Mayor and City Council
of The City of Lake Forest
this ___ day of ________, 2013.
Published in pamphlet form by direction
And authority of The City of Lake Forest
Lake County, Illinois
this ____ day of _________, 2013.
77
1
THE CITY OF LAKE FOREST
ORDINANCE NO. _________
AN ORDINANCE AMENDING CHAPTER 2 OF THE LAKE
FOREST CITY CODE, AS AMENDED,
RELATING TO THE FEE AUTHORITY OF THE CITY MANAGER
WHEREAS, The City of Lake Forest is a home rule special Charter municipality
organized under the laws of the state of Illinois; and
WHEREAS, the City Code establishes the powers and duties of the City Manager; and
WHEREAS, the City Council, pursuant to its authority under the Illinois Compiled
Statutes and its home rule authority, has determined that is in the best interests of the City and
its residents to amend the City Code to authorize the City Manager to establish requirements for
the payment of fees and to grant certain fee waivers and discounts;
NOW, THEREFORE, BE IT ORDAINED BY THE MAYOR AND CITY COUNCIL OF
THE CITY OF LAKE FOREST, COUNTY OF LAKE, STATE OF ILLINOIS, as follows:
SECTION ONE: Recitals. The foregoing recitals are incorporated as the findings of the
City Council and are hereby incorporated into and made a part of this Ordinance.
SECTION TWO: Amendment to Section 2-92 of the City Code. Section 2-92,
entitled "Powers and Duties," of Article VI, entitled "City Manager," of Chapter 2, entitled
"Administration," of the Lake Forest City Code is hereby amended to add a new Paragraph 18,
which Paragraph 18 shall hereafter be and read as follows:
Sec. 2-92. POWERS AND DUTIES---
The City Manager shall be the chief administrative officer of the
City. He shall be responsible to the Mayor and City Council for
the properly administration of all affairs, departments, and offices
of the City. He shall have the power and be required to:
* * *
(18) Establish regulations and requirements regarding the
payment of fees or charges to the City and approve payment
arrangements (including waivers or reductions of fees or
78
2
charges in an amount not to exceed $5,000 in any particular
instance, unless otherwise authorized by the Code or upon
approval of the City Council) or general discounts of such
fees or charges when, in the City Manager's determination,
such actions are deemed to be in the best interest of the City.
SECTION THREE: Effective Date. This Ordinance shall be in full force and effect
upon its passage, approval, and publication in pamphlet form in the manner provided by law.
Passed this ____ day of _________, 2013.
AYES:
NAYS:
ABSENT:
ABSTAIN:
Approved this ____ day of _________, 2013.
_____________________________
Mayor
ATTEST:
_______________________________
City Clerk
79
Supplemental Memos
Supporting Proposed Fee Adjustments
And New Fees
80
MEMORANDUM
TO: Robert Kiely, Jr., City Manager Elizabeth Holleb, Director of Finance
FROM: Michael Thomas, Director of Public Works
DATE: October 30, 2013
RE: Sanitation Fee Recommendation
INTRODUCTION
As highlighted in this year’s City Manager’s Budget Message, staff has provided a thorough review of the City’s refuse, recycling, yardwaste, and Compost Center operations. This study also coincides with the goals outlined in the recently adopted Strategic Plan. Alderman Novit presented a review of the operation and sought resident input at the June 20, 2013 Community Engagement meeting. Additionally, the topic was reviewed with the entire City Council at both the September 3, 2013 Committee of the Whole meeting and the September 30, 2013 Finance Committee meeting. The purpose of this memorandum is to summarize the discussions that occurred at these meetings and request that the Public Works Committee provide a final recommendation for City Council to consider at the November 4, 2013 meeting.
SEPTEMBER 3, 2013 COMMITTEE OF THE WHOLE
At the September 3, 2013 Committee of the Whole meeting, staff presented a detailed overview of the City’s Sanitation services. Included in the presentation was a review of the current fiscal year’s operating budget, staffing levels, and modifications made to Sanitation operations in recent years. Additionally, staff presented multiple possibilities that would allow City crews to collect private businesses and institutions as a way of generating revenue. These opportunities however, could only occur if residential refuse and yard waste collections were reduced to once-per-week. After much discussion, members of the Committee of the Whole requested that staff return at a future Committee of the Whole or Finance Committee meeting with additional information on collecting the public schools and private businesses, along with possible fees to cover collection expenses.
SEPTEMBER 30, 2013 FINANCE COMMITTEE MEETING
At a subsequent Finance Committee meeting held on September 30, 2013, the discussion of Sanitation services continued with a focus on service levels and the possibility of assessing a fee to homeowners. In addition, staff presented a chart comparing the City’s costs to provide collection services against those operated by private contractors in The City of Highland Park and The Village of Lake Bluff. In comparison, Lake Forest’s operating costs were significantly lower when comparing identical services between all three communities.
81
Staff Summary & Recommendation for Sanitation Operations
2 | Page
The following summary provides an overview of the discussion held amongst the Aldermen at this meeting: 1. After a lengthy discussion on service levels and the cost of operations paid via property taxes, a majority of the Aldermen stated that the projected savings of $172,765 per year was not significant enough to reduce service levels to once-per-week collection. For a home valued at $800,000, this savings would equate to only $18 per year. 2. A suggestion was made by an Alderman to provide once-per-week collection, but charge for a second weekly collection if the homeowner requested such service. Staff was very concerned about maintaining efficiencies and being able to complete each day’s route on time if various households throughout the community required a second day collection. It was staff’s opinion that the inefficiencies would be significant enough to recommend that such an option not be offered. A majority of the Aldermen concurred with staff’s opinion. 3. The idea of charging a monthly fee for collection was also discussed. The proposed fee could be assessed on the homeowner’s quarterly water bill and would cover only those costs associated with the collection and disposal of refuse, recycling, and yard waste. As staff had noted in the September 3, 2013 presentation, members of the Sanitation Section also provide other City services to include litter collection, snow plowing, uptown/CBD refuse collection, and weekend management of the Compost Center. The following chart summarizes those expenses and provides a basic monthly fee structure for collection of single family households:
Annual Sanitation Budget $2,237,607
Plus Annual Cost of Capital 200,063
Subtotal $2,437,670
Less City Litter Collection (31,864)
Less Straight Time Snow Plowing (5,478)
Less CBD Litter Containers (13,512)
Less Compost Center (196,204)
Total $2,190,612
Total Collection & Disposal Costs $2,190,612
Number of Residential Homes ÷ 6,462
Months per Year ÷ 12
Fee Per Month Per Household $28.25
82
Staff Summary & Recommendation for Sanitation Operations
3 | Page
OCTOBER 22, 2013 PUBLIC WORKS COMMITTEE MEETING
The discussion of Sanitation operations at the September 30, 2013 Finance Committee meeting concluded with the City Manager stating that staff would present a summary of the evening’s discussion at the October 22, 2013 Public Works Committee meeting.
The Committee met on October 22, 2013, reviewed the staff summary, and approved the following recommended actions for City Council consideration:
1. Continue to provide twice-per-week backdoor refuse, twice-per-week curbside yardwaste, once-per-week curbside recycling, and weekend Compost Center operations with in-house staff. 2. Direct staff to investigate the possibility of collecting refuse and recycling from School Districts #67 and #115. Staff will return to City Council with a recommendation at or before the December 2, 2013 meeting.
3. Direct staff to investigate the feasibility of managing the composting operations to include the City purchasing a grinder and providing the needed manpower to process yard waste/compost material. Staff will return to City Council with a recommendation in the first quarter of FY2015.
4. A fee of $1 per collection ($8 / month) will be assessed via the resident’s quarterly water bill. This fee will be charged to all residential units receiving the City’s Sanitation collection services. Assessing this fee will recover a portion of the cost to provide these services, projected at $620,000 per year.
83
Page 1 of 2 November 6, 2013
MEMORANDUM
TO: Elizabeth Holleb, Director of Finance
Diane Hall, Assistant Director of Finance
FROM: Catherine J. Czerniak, Director of Community Development
DATE: November 6, 2013
SUBJECT: Recommended Fee Adjustments for Fiscal Year 2015
Attached is the fee spread sheet with the changes recommended by the Community
Development Department. No overall increases are proposed in any fee category. Over
the several years; the City has held development fees steady to support construction
activity at all levels. In general, current fees appear to be adequately covering the cost of
the various services.
As part of the department’s annual review of all fees, a few areas where fees are not
covering the cost of service were identified. As you are aware, staff is also
recommending clarification of the building permit fees, without changing the fee
structure.
One final item, currently tree removal permit fees are waived for removal of Ash trees.
Staff recommends that a no fee permit for Ash tree removal be documented on the Fee
Schedule adopted by the City Council.
Adjustment of Permit Fees
Building Permits
Repair and maintenance values under $6,000
Increase fee from $30 to $40
This fee increase is recommended to more fully cover costs of inspections related to
reduced fee permits.
Construction values over $200,000
$4,000 plus 1% of total construction cost in excess of $200,000
Construction values over $500,000
$7,000 plus .5% of total construction cost in excess of $500,000
The current fee schedule causes some confusion for customers and staff. Re-stating
the fee structure as noted above clarifies the calculation. Credit goes to the
Community Development plan review and administrative staff for identifying this as
an opportunity to provide fee information in a more user friendly format.
Permits for Removal of Underground Storage Tanks
Single family and duplex properties
84
Page 2 of 2 November 6, 2013
Increase fee from $50 to $150
All other properties
Increase fee from $200 to $250
The number of permits issued for underground storage tanks is very limited however,
when removals do occur, they involve a number of inspections and staff oversight.
This fee adjustment is intended to more fully cover the cost of staff time associated
with this type of permit.
Other Fee Adjustment
Administrative Approval of a Demolition – Single Family Residence or Duplex
Increase fee from $250 to $500
Over the past couple years; the City has seen a slight increase in the number of houses
that are demolished due to structural of life safety issues. Although the number of
these situations is very small, with banks and mortgage companies continuing to own
some houses that are in a distressed conditions, staff expects that over the next five
years there may be some additional houses that meet the Code requirements to be
approved for demolition administratively, by the City Manager. Review of these
types of requests request the involvement of a number of staff, on site inspections,
utility disconnects and preparation of a report and findings, and review by the City
Manager. The current fee does not fully cover the cost of staff time involved with
this type of activity.
Documentation
Tree Removal Permit – Ash trees
Document on the Fee Schedule that No Fee Permits are issued for removals of
Ash trees
During the City Council’s discussion of the Emerald Ash Borer infestation, the Council
commented on no fee permits for removals of Ash trees. In response to that discussion,
no fee permits have been issued for Ash tree removals. Staff recommends that the Fee
Schedule reflect the current practice.
***
Elizabeth and Diane, I hope this information is helpful in understanding the changes
proposed by the Community Development Department. Please do not hesitate to contact
me if you need further clarifications, have any questions or have suggestions for changes.
Thank you for your support and patience!
85
Page 1 of 1 October 25, 2013
MEMORANDUM
TO: Elizabeth Holleb, Director of Finance
FROM: Diane Hall, Assistant Finance Director
DATE: October 25, 2013
SUBJECT: Recommended Fee Adjustments for Fiscal Year 2015
Attached is the fee spread sheet with the changes recommended by the Finance Department.
Vehicle License Discounts: A review of the online purchases of vehicles stickers was
conducted. Based on the period of March 19, 2013 to October 23, 2013 14,780 vehicle and
motorcycle licenses were issued. Of this total, 11,343 licenses were purchased utilizing the
internet. This equates to 76.7%.
In September 2009, a fee increase of $10.00 was approved by the City Council. At this time, a
discount of $5.00 was approved for those purchases over the internet to encourage internet use.
Currently the City incurs a credit card processing fee of 2.9% on each online purchase, which the
City does not pass along to the resident.
City staff is recommending removing the discount for purchases over the internet to cover the
cost of the credit card fees. The expected increase in revenue is $56,750.
Telegraph Road Annual Parking Permit: In 1988 the City entered into a grant agreement
with Metra for the construction of the Telegraph Road depot. Per the agreement the City could
not offer different parking rates for residents and non-residents. The agreement will expire in
December 2013.
City staff recommends eliminating the $700 annual Telegraph Road parking permit and
increasing the CBD Annual Non-Resident to $700 from $626 and allowing the CBD permit to be
utilized in all permit required sections of the lot. Currently one small section of the Telegraph lot
can be utilized by residents with a CBD permit. This change would create a uniform parking
permit to be utilized at various City lots and cause less confusion for residents as to which permit
can be used. Currently 13 Telegraph Annual permits (4 resident and 9 non-residents) and 9 Non-
Resident Annual CBD permits have been issued for FY2014. The expected net change in
revenue is a decrease of $882.
• 4 current resident Telegraph Annual permits would see fees reduced from $700 to $313
• 9 non-resident Telegraph Annual permit holders would see fees remain the same
• 9 current non-resident CBD Annual Non-Resident permit holders would see fees increase
from $626 to $700, but would have expanded use of the Telegraph lot.
86
MEMORANDUM
TO: Elizabeth Holleb, Director of Finance
Diane Hall, Assistant Director of Finance
FROM: Jeffrey Wait, Superintendent of Special Facilities
Mary Van Arsdale, Director of Parks and Recreation
DATE: October 22, 2013
SUBJECT: Recommended Recreation Fee Adjustments for FY 2015
Attached is the fee spread sheet with the rate adjustments recommended by the Parks
and Recreation Department for the areas of Deerpath Golf Course, Lake Forest Fitness
Center and Lakefront Permits. Fee recommendations were developed after review of
historical pricing, current performance data and a market comparative study. Detailed
analysis and rationale were developed for all of the fee items and was discussed and
approved by the Parks and Recreation Board at their September 17 and October 15,
2013 public meetings. In the case of the Deerpath Golf Course, the fees were also
reviewed and endorsed by the Golf Advisory Committee. Fee increases are required to
ensure that the cost of service is covered especially in the areas of personnel,
maintenance and capital improvements. The majority of fee increases are in the range
of 2.5% but some exceptions were made in the various areas to ensure market
competitiveness and/or consistency. Incremental revenue growth is anticipated from
each of the areas for a cumulative growth of $25,145. Detailed below are fee
recommendations for each area.
Fitness Center Fee Recommendations:
• Increase all resident and non-resident membership fees by 2.5%, with the
exception of the Senior Individual and Couple rates and All-inclusive Group
Exercise passes.
o The senior membership fees will continue to reflect a 25% discount from
seniors receive for other programs and services offered within the
Department.
o All -inclusive passes has seen more interest than anticipated and Staff
would like one additional year at its current rate ($279 for residents and
$620 for non-residents) to maintain the positive momentum.
• Total Fitness Revenue Growth: $15,568
Lakefront Permit Fee Recommendations:
• A 2.5% increase in resident and non‐resident permit fee categories with these
exceptions:
o Staff is recommending no changes to the Nanny and Senior Caregiver
Parking Pass ($85) or the Resident Guest Daily and Non‐resident Beach
87
Access Fee ($10) as well as the Non-resident Daily Watercraft Launch Fee
of $60. These are set at appropriate market conditions.
o The Senior Resident rate for Seasonal and Year‐round Watercraft
Compound Storage will increase greater than 2.5% so it achieves 25%
discount of the Resident rate. The yearly storage would increase from
$1,234 to $1,447 (17%) and the seasonal storage rate would increase from
$865 to $979 (13%).
o Staff recommends decreasing the non-resident rate fees, excluding Daily
Non-resident Watercraft Launch, Compound Storage, Ramp Launch and
Parking Fees. Currently non-resident fees are significantly higher than
resident fees (378% to 598%). Staff recommend setting the non-resident
fee differential at 3 times the resident rate. This would be a different
structure than other Recreation Department fees as that Forest Park is a
unique facility and requires a premium without being too punitive.
o Staff will also be retitling Winter Sailboat Storage as it is listed on the
Finance’s Recreation Fee Spreadsheet. It should be titled “Year round
Watercraft Rack Storage” staff will also adjust the fees for Senior and Non-
resident storage based on the suggested differential. Pricing for Resident
Year round Watercraft Rack Storage would also decrease 19% to $540,
establish the senior rate at $405 and non-resident rate at $1,620. For
Seasonal Resident Watercraft Rack Storage at $315, senior rate at $236
and non-resident rate at $945.
• New Fee: Instituting a Seasonal and Yearly Watercraft Sand Storage Fee:
Currently there are six larger watercrafts, most catamarans, which are stored on
the sand, next to the racks. These six watercrafts are too big to be stored on the
racks, but due to the lack of appropriate fee, staff has been issuing a rack
storage permits to these owners. These watercrafts require considerable space
and closer proximity to the water’s edge. Staff has determined six is the
maximum number of watercraft that should be stored in this area and there is a
wait list for this type of storage. Pricing for Resident Year round Watercraft Sand
Storage would be established at $668, senior rate at $501 and non-resident rate
at $2,004. For Seasonal Resident Watercraft Sand Storage at $410, senior rate at
$308and non-resident rate at $1,230.
• Total Lakefront Permit Fee Revenue Growth: $216
Deerpath Golf Course Fee Recommendations:
• MEMBERSHIP FEES: Last year, with significant input from the Golf Advisory and Park
Board, Resident and Non-resident Seasonal memberships were offered at their
2012 levels if the membership was purchased before February 15, 2013. After this
date membership rates increased 3%. Since memberships have already
increased 3% after February 15, 2013, Staff is proposing the following:
o No increase on Resident seasonal memberships if the membership is
purchased prior to February 15, 2014. After this date, membership fees will
increase by 3%. If a member purchased their season membership prior to
88
February 15, 2013 but missed the February 15, 2014 deadline they would
incur a 6% increase in membership.
o No increase to Non-resident seasonal memberships. The Golf Advisory and
members of the Park Board were concerned Non-resident rates were too
far askew of Resident Seasonal rate. They felt that rather than decrease
Non-resident rates, freezing the rate until the differential is more defined
was appropriate.
o Add value to a seasonal membership if it is paid before the February 15,
2014 deadline by continuing to offer a one-time 25% discount card on any
Golf Shop purchase. This program was well received as a majority of them
utilized the coupon.
• GREENS/CART FEES AND OTHER FEES: Based on the competitive analysis,
Deerpath is the highest or the second highest in the majority of fee categories of
surveyed courses. Staff is recommending not increasing greens/cart, range,
locker and other miscellaneous fees. In addition, permanent tee time fees and
the revised program policy implemented last year will not change.
• Total Golf Course Fee Revenue Growth: $9,361
89
Fitness Center Individual Couple Family Senior Senior
Couple Student Matinee Limited hours 10am-
4pm Other fees
Park District of Highland Park
Resident $540 $936 $1,152 $468 $888 $300 N/A $300
Non-resident $660 $1,176 $1,332 $588 $1,080 $348 N/A $420
Month to Month Membership $59 Residents and $69 Non-Residents
Lake Bluff PD
Resident $362 $706 $1,039 $280 $532 $258 N/A $50 Enrollment Fee
Non-resident $578 $1,127 $1,659 $449 $853 $409 N/A
Lake Forest Health & Fitness $1,344 $2,328 N/A N/A N/A N/A N/A Enrollment $100 per
person
LifeTime Atheltic $1,140 $2,256 N/A N/A N/A N/A N/A Enroll - $99 Admin - $75
LA Fitness $25 - $35 per
month N/A N/A N/A N/A N/A N/A $99 - $349 depending on
membership option
$450 N/A $975 $225 $500 N/A N/A
$350 *$750 *
$225 **$500 **
City of Lake Forest Enrollment fee
Resident $353 $551 $772 $253 $388 $269 $178 $50
Non-resident $423 $662 $925 $303 $462 $323 $212 $50
City of Lake Forest Enrollment fee
Proposed FY15
Resident $362 $565 $791 $271 $424 $276 $182 $50
Non-resident $434 $679 $948 $325 $509 $331 $217 $50
FITNESS CENTER MEMBERSHIP COMPARISON - FY15
Exhibit # 1
Lake Forest College
90
Individual resident rate $353 $362 242 $85,426 $87,562 $2,136
Individual resident rate - 6 months $243 $249 6 $1,458 $1,494 $36
Individual resident rate - 3 months $181 $186 5 $905 $928 $23
Individual non-resident rate $423 $434 16 $6,768 $6,937 $169
Individual non-resident rate - 6 months $314 $322 $0 $0 $0
Individual non-resident rate - 3 months $217 $222 $0 $0 $0
Couple resident rate $551 $565 272 $149,872 $153,619 $3,747
Couple resident rate - 6 months $441 $452 1 $441 $452 $11
Couple resident rate - 3 month $270 $277 1 $270 $277 $7
Couple non-resident rate $662 $679 10 $6,620 $6,786 $166
Couple non-resident rate - 6 months $553 $567 0 $0 $0 $0
Couple non-resident rate - 3 months $324 $332 0 $0 $0 $0
Family resident rate $772 $791 351 $270,972 $277,746 $6,774
Family resident rate - 6 months $662 $679 0 $0 $0 $0
Family resident rate - 3 months $357 $366 0 $0 $0 $0
Family non-resident rate $925 $948 2 $1,850 $1,896 $46
Family non-resident rate - 6 months $816 $836 0 $0 $0 $0
Family non-resident rate - 3 months $430 $441 0 $0 $0 $0
Senior resident rate $265 $271 81 $21,465 $21,981 $516
Senior resident rate - 6 months $182 $187 4 $728 $747 $19
Senior resident rate - 3 months $136 $139 0 $0 $0 $0
Senior non-resident rate $317 $325 3 $951 $976 $25
Senior non-resident rate - 6 months $235 $241 5 $1,175 $1,207 $32
Senior non-resident rate - 3 months $163 $167 0 $0 $0 $0
Senior couple resident rate $413 $424 98 $40,474 $41,511 $1,037
Senior couple resident rate - 6 months $331 $339 1 $331 $339 $8
Senior couple resident rate - 3 months $203 $208 0 $0 $0 $0
Senior couple non-resident rate $497 $509 5 $2,485 $2,545 $60
Senior couple non-resident rate - 6 months $415 $425 0 $0 $0 $0
Senior couple non-resident rate - 3 months $243 $249 0 $0 $0 $0
Student resident rate $269 $276 44 $11,836 $12,132 $296
Student non-resident rate $323 $331 3 $969 $993 $24
Matinee resident rate $178 $182 86 $15,308 $15,691 $383
Matinee non-resident rate $212 $217 10 $2,120 $2,173 $53
All-inclusive - Member (Addl' to the base)$279 $279 34 $9,486 $9,486 $0
All-inclusive - Non-member (Addl' to the base)$620 $620 2 $1,240 $1,240 $0
1282 $633,150 $648,716 $15,566
New member enrollment fee - resident $50
New member enrollment fee - non-resident $50
Exhibit #2 - Revenue Growth
LAKE FOREST PARKS & RECREATION DEPARTMENT
Fitness Membership Fees
Incremental
difference @
2.5%
TOTAL
FY 2014
FY2015
Memberships FY2014
Revenue
Proposed
FY2015 @
2.5%
FY2015
Revenue @
2.5%
91
FY14 FY14 FY14 FY15
2%2.5%3%2%2.5%3%
$353 $360 $362 $364 $551 $562 $565 $568 $265 $270 $272 $273 resident
$423 $431 $434 $436 $662 $675 $679 $682 $317 $324 $325 $327 non-resident
6-Month $243 $248 $249 $250 $441 $450 $452 $454 $182 $186 $187 $188 resident
$314 $320 $322 $323 $553 $564 $567 $570 $235 $240 $241 $243 non-resident
3-Month $181 $185 $186 $186 $270 $275 $277 $278 $136 $138 $139 $140 resident
$217 $221 $222 $224 $324 $330 $332 $334 $163 $166 $167 $168 non-resident
FY14 FY14 FY14
2%2.5%3%2%2.5%3%2%2.5%3%
$772 $787 $791 $795 $269 $274 $276 $277 $178 $182 $182 $183 resident
$925 $944 $948 $953 $323 $329 $331 $333 $212 $216 $217 $218 non-resident
6-Month $662 $675 $679 $682 N/A N/A N/A N/A N/A N/A N/A N/A resident
$816 $832 $836 $840 N/A N/A N/A N/A N/A N/A N/A N/A non-resident
3-Month $357 $364 $366 $368 N/A N/A N/A N/A N/A N/A N/A N/A
$430 $439 $441 $443 N/A N/A N/A N/A N/A N/A N/A N/A
FY14 FY15
FY14 FY15
$413 $422 $423 $426 resident Member $279 $279 0%
$497 $506 $509 $511 non-resident Non-Member $620 $620 0%
6-Month $331 $337 $339 $341 resident
$415 $423 $425 $427 non-resident
3-Month $203 $207 $208 $209 resident
$243 $248 $249 $250 non-resident
$50
$50
Annual
Payment
Family
Annual
Payment
FY15 FY15
All Access Pass
No Change for FY15
Senior Couple
LAKE FOREST FITNESS CENTER
Exhibit #3 - Membership Rate Analysis
Matinee
non-resident
CoupleIndividual Senior
resident
FY15
Enrollment Fee
Annual
Payment
FY15 FY15
Student
25% discount off of Individaul
25% discount off of Couple
92
Watercraft Ramp Launch Resident $394 $410 $424 67 $28,408 $435 $11 $29,145 $737
Watercraft Ramp Launch 2nd Watercraft $197 $205 $212 12 $2,544 $217 $5 $2,604 $60
Watercraft Ramp Launch ½ season $197 $205 $212 4 $848 $217 $5 $868 $20
Watercraft Ramp Launch Resident Senior $301 $313 $318 12 $3,816 $326 $8 $3,912 $96
Watercraft Ramp Launch 2nd Watercraft / ½ season $150 $156 $159 $0 $163 $4 $0 $0
Watercraft Ramp Launch Non-Resident $2,501 $2,601 $2,692 3 $8,076 $2,759 $67 $8,277 $201
Year Round Compound Storage Resident $1,748 $1,818 $1,882 11 $20,702 $1,929 $47 $21,219 $517
Year Round Compound Storage Resident Senior $851 $1,107 $1,235 7 $8,645 $1,447 $212 $10,129 $1,484
Year Round Compound Storage Non-Resident $5,263 $5,474 $5,666 0 $0 $5,807 $141 $0 $0
Seasonal Compound Storage Resident $1,183 $1,230 $1,273 3 $3,819 $1,305 $32 $3,915 $96
Seasonal Compound Storage Resident Senior $620 $806 $865 3 $2,595 $979 $114 $2,937 $342
Seasonal Compound Storage Non-Resident $4,472 $4,651 $4,814 0 $0 $3,915 -$899 $0 $0
Year Round Watercraft Rack Storage Resident $668 9 $6,012 $540 -$128 $4,860 -$1,152
Year Round Watercraft Rack Storage Resident Senior $668 4 $2,672 $405 -$263 $1,620 -$1,052
Year Round Watercraft Rack Storage Non-Resident $2,004 0 $0 $1,620 -$384 $0 $0
Seasonal Watercraft Rack Resident $394 $410 $410 14 $5,740 $315 -$95 $4,410 -$1,330
Seasonal Watercraft Rack Resident Senior $301 $313 $313 1 $313 $236 -$77 $236 -$77
Seasonal Watercraft Rack Non-Resident $2,324 $2,417 $2,417 0 $0 $945 -$1,472 $0 $0
Year Round Watercraft Sand Storage Resident -NEW $668 4 $2,672 $668 $0 $2,672 $0
Year Round Watercraft Sand Storage Resident Senior - NEW $668 0 $0 $501 -$167 $0 $0
Year Round Watercraft Sand Storage Non-Resident - NEW $2,004 0 $0 $2,004 $0 $0 $0
Seasonal Watercraft Sand Storage Resident-NEW $394 $410 $410 0 $0 $410 $0 $0 $0
Seasonal Watercraft Sand Storage Resident Senior-NEW $301 $313 $313 0 $0 $308 -$5 $0 $0
Seasonal Watercraft Sand Storage Non-Resident-NEW $2,324 $2,417 $2,417 0 $0 $1,230 -$1,187 $0 $0
South Beach Parking Permit Resident $114 $119 $123 11 $1,353 $126 $3 $1,386 $33
South Beach Parking Permit Res Senior $85 $89 $92 31 $2,852 $94 $2 $2,914 $62
South Beach Parking Permit Non-Res $1,404 $1,460 $1,511 2 $3,022 $1,549 $38 $3,098 $76
South Beach Parking Permit Empl/Retiree $78 $81 $84 1 $84 $84 $0 $84 $0
Extra Vehicle Decal Resident - Center Aisle $119 $123 31 $3,813 $126 $3 $3,906 $93
Extra Vehicle Decal Resident Senior- Center Aisle $89 $92 5 $460 $94 $2 $470 $10
Extra Vehicle Decal Non-resident - Center Aisle $1,460 $1,511 0 $0 $1,549 $38 $0 $0
Daily Boat Launch $36 $37 $38 82 $3,116 $38 $0 $3,116 $0
Daily Boat Launch Non-resident $0 $60 15 $900 $60 $0 $900 $0
Resident Guest Daily Parking Pass $10 $10 $10 278 $2,780 $10 $0 $2,780 $0
Nanny Parking Pass $85 $85 $85 35 $2,975 $85 $0 $2,975 $0
Senior Caregiver Parking Pass $85 $85 $85 $0 $85 $0 $0 $0
Non-resident beach fee weekend/holiday $10 $10 $10 1434 $14,340 $10 $0 $14,340 $0
$132,557 $132,773 $216
FY14 RevenueFY2013FY2014
Lakefront Permit Fees Revenue Growth
LAKE FOREST PARKS & RECREATION DEPARTMENT
Incremental
differencePermits SoldFY2012 Difference
FY2015 w/
2.5%
Increase
FY2015
revenue
93
CITY RESIDENT WEEKDAY RESIDENT
WEEKEND
NON-RESIDENT
WEEKDAY
NON-RESIDENT
WEEKEND RESTRICTIONS
Lake Forest $38 $38 $60 N/A No NR daily launch on weekends or holidays.
Highland Park N/A N/A N/A N/A NO DAILY LAUNCH during FY2014.
Evanston N/A N/A N/A N/A NO DAILY LAUNCH.
Wilmette N/A N/A N/A N/A
A trailer in fee is offered to customers who wish to
launch on the beach adjacent to the "sailing beach",
but this fee does not allow for the use of the sailing
beach. The fee includes a "Lakefront ParkingDecal".
R = $ 148. NR = $ 294.
Winnetka see below.see below.see below.see below.see below.
Pier $15 $35 $30 $70 N/A
Beach $5 $15 $10 $30 N/A
Glencoe N/A N/A N/A N/A
Do not allow daily launches of any kind. "If you
would like to use your boat here, you have to store it
here in the summer."
Waukegan $20 $20 $20 $20 N/A
NORTH SHORE DAILY LAUNCHING RATE COMPARISON
94
CITY RES NR RES NR RES NR
Evanston $260 $320 $360 $490 $250 $500
Wilmette $433 $614 $581 $772 N/A N/A
Winnetka $240 $360 $265 $375 $325 $750
Glencoe $400 $610 $600 $855 N/A N/A
Highland Park N/A N/A N/A N/A N/A N/A
Waukegan N/A N/A N/A N/A $200 $200
Lake Bluff $270 $270 N/A N/A N/A N/A
SEASONAL
Lake Forest $410 $2,417 $1,273 $4,814 $424 $2,692
YEAR ROUND COMPOUND COMPOUND
Lake Forest $503 N/A $1,882 $5,666 N/A N/A
RACK SAND RAMP
2013 LAUNCHING COMPARATIVE FEES
95
FACILITY REGULAR/
UNLIMITED COMBO SENIOR LIMITED PLAY
(WEEKDAY ONLY)JUNIOR LIMITED PLUS
20 ROUNDS
Deerfield Park District $1,265 N/A $860 $1,021 $557
Glencoe Golf Club No Memberships No Memberships No Memberships No Memberships No Memberships
Highland Park - City of Highland Park No Memberships No Memberships No Memberships No Memberships No Memberships
Sunset Valley - Park District of Highland Park $1,240 N/A N/A $860 $520
Wilmette Park District $1,310 N/A $1,275 N/A $350 / $665
Winnetka Park District $1025*$1,595 $650 $725 $650
Lake Bluff Park District $1,210 $2,055 $760 $910 $610
Wheeling Park District N/A N/A N/A N/A $495
Northbrook Park District N/A N/A N/A N/A N/A
Before / After
February 15
Before / After
February 15
Before / After
February 15
Before / After
February 15
Before / After
February 15
Before / After
February 15
Deerpath 2014 Season Membership fee $1,318 / $1,358 $2,286 / $2,355 $783 / $806 $979 / $1,008 $588 / $606 $834 / $859
* Cap of 75 rounds
FACILITY REGULAR/
UNLIMITED COMBO SENIOR LIMITED PLAY
(WEEKDAY ONLY)JUNIOR LIMITED PLUS
20 ROUNDS
Deerfield Park District $1,581 N/A $1,075 $1,265 $696
Glencoe Golf Club No Memberships No Memberships No Memberships No Memberships No Memberships
Highland Park - City of Highland Park No Memberships No Memberships No Memberships No Memberships No Memberships
Sunset Valley - Park District of Highland Park $1,555 N/A N/A $1,030 $575
Wilmette Park District $1,995 N/A N/A N/A $470 - $885
Winnetka Park District $1,300 $2,015 $900 $1,200 $900
Lake Bluff Park District $1,515 $2,575 $965 $1,015 N/A
Wheeling Park District N/A N/A N/A N/A N/A
Northbrook Park District N/A N/A N/A N/A N/A
Before / After
February 15
Before / After
February 15
Before / After
February 15
Before / After
February 15
Before / After
February 15
Before / After
February 15
Deerpath 2014 Season Membership fee $1,794 $2,629 $1,095 $1,107 $653 $873
* Cap of 75 rounds
NON-RESIDENT
RESIDENT
FY15 GOLF COMPARATIVE - MEMBERSHIP FEES
Page 1 of 1 96
WEEKEND
18 HOLES
WEEKEND
9 HOLES
WEEKDAY
18 HOLES
WEEKDAY
9 HOLES SENIOR TWILIGHT
WEEKDAY
TWILIGHT
WEEKEND 9 HOLES 18 HOLES SINGLE
9 HOLES
SINGLE
18 HOLES
PULL
CARTS LOCKERS HDCP
SERVICE
Deerfield Park District $49 $32 $41 $27 $34 $27 $32 $13 $19 $13 $19 $5
Glencoe Golf Club $49 N/A $41 $26 $21/ $25 $26/$23/$28 $32 / $23 $10 $16 $10 $16 $4 / $6
Highland Park - City of Highland Park $46 $25 $30 $17 $36 $21 $31 $12 $18 $12 $18 $5
Sunset Valley - Park District of Highland Park $41 N/A $36 $24 $27 $24 $30 $12 $17 $12 $17 $75
Wilmette Park District $47 N/A $42 $25 N/A $26 $25/12 $10 $15 $10 $15 $5
Winnetka Park District (Discount card)$51 12**$44 12**$32 $31/$21 $35/$25 NA $20 $17 $20 $4 & $6
Lake Bluff Park District $47 $27 $37 $22 $32 $22 / $11 $27 / $16 $12 $18 $12 $18 $5
Wheeling Park District $55 $29 $35 $21 $17 $30 $41 $10 $16 $10 $16 $5
Northbrook Park District $41 $21 $33 $17 $29 $25 NA $10 $18 $10 $18 $6
**- Par 3 Course
Deerpath 2013 Fee $50 $32 $42 $28 $36 $37 $39 $13 $19 $13 $19 $4 - $5
Deerpath 2014 Proposed Fee - Maximium Rate $50 $32 $42 $28 $36 $37 $39 $13 $19 $13 $19 $4 - $5
WEEKEND
18 HOLES
WEEKEND
9 HOLES
WEEKDAY
18 HOLES
WEEKDAY
9 HOLES SENIOR TWILIGHT
WEEKDAY
TWILIGHT
WEEKEND 9 HOLES 18 HOLES SINGLE
9 HOLES
SINGLE
18 HOLES
PULL
CARTS LOCKERS HDCP
SERVICE
Deerfield Park District $55 $35 $47 $30 $40 $30 $35 $13 $19 $13 $19 $5
Glencoe Golf Club $49 N/A $41 $26 $21 / $25 $26/$23/$28 $32 / $23 $10 $16 $10 $16 $4 / $6
Highland Park - City of Highland Park $57 $28 $39 $20 $39 $26 $41 $12 $18 $12 $18 $5
Sunset Valley - Park District of Highland Park $45 N/A $38 $27 $29 $27 $33 $12 $17 $12 $17 $75
Wilmette Park District $49 N/A $45 $26 N/A $26 / $17 $29 / $18 $10 $15 $10 $15 $5
Winnetka Park District (No discount card)$51 12**$44 12**32 $31 / $21 N/A NA $20 $17 $20 $4 / $6
Lake Bluff Park District $49 $29 $39 $24 $34 $22 / $11 $29/ $16 $12 $18 $12 $18 $5
Wheeling Park District $64 $31 $55 $28 $950 $25 NA $10 $17 $10 $17 $5
Northbrook Park District $49 $25 $39 $21 $35 $29 N/A $10 $18 $10 $18 $6
**-Par 3 Course
Deerpath 2013 Fee $54 $34 $49 $33 $40 $39 $41 $13 $19 $13 $19 $4 - $5 $90 / $100 $34
Deerpath 2014 Proposed Fee - Maximium Rate $54 $34 $49 $33 $40 $39 $41 $13 $19 $13 $19 $4 - $5 $90 / $100 $34
FACILITY
GREEN FEES CART FEES
FY15 GOLF COMPARATIVE - DAILY FEES
RESIDENT
NON-RESIDENT
GREEN FEES CART FEES
FACILITY
Page 1 of 1 97
MEMORANDUM
TO: City Council
FROM: Robert Kiely, City Manager
DATE: November 18, 2013
SUBJECT: Consideration of an approval of an Electric Vehicle Charging Station Fee
On Monday, October 7, 2013 the City Council approved an agreement with Green
Wheels LTD approving the installation of an Electric Vehicle Charging Station.
As the City Council reviews fees and charges on an annual basis, it is necessary to
establish a new fee and charge to cover the cost of service provided for the Electric
Vehicle Charging Station.
The cost for electricity and for processing payments when someone uses the electric
vehicle charge station is $0.43 per hour. The City would collect $1.00 per hour for use of
this electric vehicle charge station which will cover the costs associated with electricity
and collecting the payments. Every 12 months, the rate that the City collects to charge an
electric vehicle will be re-evaluated to ensure proper pricing.
Recommended Action: Approval of an ordinance approving the Fees related to
Electric Vehicle Charging Stations.
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THE CITY OF LAKE FOREST
MEMORANDUM
TO: Diane Hall, Assistant Finance Director
CC: Robert R. Kiely, Jr., City Manager
Carina Walters Assistant City Manager
FROM: Shelley Walker, Administrative Assistant
DATE: 10/30/13
SUBJECT: FY15 Special Event Fee Schedule
Urgent For Your Review Please Comment For Your Files Distribute
Please make the following adjustments to the special events fee schedule. These fees are increasing to better
represent the hourly salary/contracts.
FY14
Hourly Rate
FY15
Hourly Rate
Police Officer $76.00 $80.00
Firefighter/Paramedic $76.00 $80.00
Public Works Employee $60.00 $63.00
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THE CITY OF LAKE FOREST
MEMORANDUM
TO: Elizabeth Holleb, Assistant Finance Director
CC: Robert R Kiely, Jr. City Manager
FROM: Shelley Walker, Administrative Assistant
Kimberly McCann, Administrative Assistant
DATE: 11/7/13
SUBJECT: Landscape License Penalty Fee
Urgent For Your Review Please Comment For Your Files Distribute
We are proposing to add a penalty fee of $25 to the application process (this process would be similar to our
Vehicle Sticker program). Currently our Landscape program runs March 1 through February 28. The
application fee of $100 would be applicable March 1 – May 30, and beginning June 1, the late fee of $25
would apply. This penalty fee is consistent to what other local municipalities are charging as well.
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THE CITY OF LAKE FOREST
MEMORANDUM
TO: Robert R Kiely, Jr. City Manager
Elizabeth Holleb, Assistant Finance Director
FROM: Margaret Boyer, Deputy City Clerk
DATE: 11/7/13
SUBJECT: Updated Special Use Liquor License Fee Amendment
Urgent For Your Review Please Comment For Your Files Distribute
Recently City Council made chances to the liquor Code, relating to not-for-profits. From these changes it
was brought to the attention of staff that The City of Lake Forest charges’ for Special Use Liquor Licensing
was considered to be abnormally high. OCM staff completed a survey with the North Shore Communities
to evaluate how the City’s pricing compared to surrounding municipalities.
We propose the following reduction in charges:
• Class F-2 reduced to 100.00 instead of the current 175.00
o Beer, wine and spirits.
• Class F-3 reduced to 75.00 instead of the current 100.00
o Beer and wine only
• Either Class F-2 or F-3 for a not for profit reduced to 50.00
o With proof of 501 (c)3 status.
The Reduction of fees would generate a loss of revenue in the amount of $ 2700.00 in the General Fund.
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The City of Lake Forest
CITY COUNCIL
Proceedings of the November 4, 2013 Regular Meeting
7:30 p.m. – Council Chambers
CALL TO ORDER AND ROLL CALL: Mayor Schoenheider called the meeting to order at 7:30 pm,
and Deputy City Clerk Margaret Boyer called the roll of Council members.
Present: Honorable Mayor Schoenheider, Alderman Novit, Alderman Waldeck, Alderman
Reisenberg, Alderman Palmer, Alderman Adelman and Alderman Pandaleon.
Absent: Alderman Moore, Pandaleon and Tack.
Also present were: Robert Kiely, City Manager; Vic Filippini, City Attorney; Catherine Czerniak,
Director of Community Development; Susan Banks, Communications Manager, Mary Van Arsdale,
Director of Parks and Recreation, Bob Ells, City Engineer, Michael Thomas, Director of Public
Works, Elizabeth Holleb, Finance Director, Jim Held, Chief of Police, Karl Waldorf, Deputy Chief of
Police, Kevin Issel Deputy Fire Chief, and Anne Whipple.
PLEDGE OF ALLEGIANCE: The Pledge of Allegiance was recited by all in attendance.
There were approximately 45 present in the audience.
REPORTS OF CITY OFFICERS
Comments by Mayor
A. Appointment by Mayor
CROYA BOARD
RECOMMENDED ACTION: Approve appointments recommended by Mayor Schoenheider
Alderman Palmer moved, seconded by Alderman Reisenberg to approve the appointment
recommended by Mayor Schoenheider. Motion carried unanimously by voice vote.
Mayor Schoenheider introduced Martha Sostre the Coach of the Deer Path Middle School State
Champions who spoke to the Council on what an extraordinary, record setting season the team
had.
Mayor Schoenheider went on to congratulate other school teams who won State Championships
or who are well on their way.
The Mayor then congratulated the following: FF/PM Cory Kazimour, FF/PM Patrick Issel, FF/PM
Dave Tisinai, Lieutenant Stephen Grost and Deputy Chief Chris Garrison for their collaborative
effort in saving the life of a 51 year old man, and Deputy Chief Kevin Issel and Battalion Chief Pete
NAME OF MEMBER APPOINT WARD
John F. Maher Appoint n/a
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Proceedings of the November 4, 2013
Regular City Council Meeting
Siebert for having successfully organized and Emergency Response System for the 2013 BMW
Championship. Mayor Schoenheider commented that their actions exemplify the Lake Forest Fire
Department’s high quality care as well as their actions exemplifying the character and excellence
of the City of Lake Forest and its partners.
Lastly, the Mayor thanked State Representative Scott Drury for bringing it to the attention of the
City Council that Highwood is considering reversing its position on video gaming. The North Shore
communities made a pledge to keep video gaming out, and that anyone interested in sharing their
view should do so with Highwood.
Comments by City Manager
None.
Comments by Council Members
A. Finance Committee
Audit Committee Report: Fiscal Year 2013 Annual Financial Report
Michelle Moreno, Audit Committee Chairman reported that the Committee has completed its
work for the year. She said that in 2013 the Committee met four times and has met the charge of
reviewing the Financial Statements of Foundations associated with the City; Elawa, Gorton and
Ragdale. Revenue was more than was budgeted and that the City was well managed. The
Comprehensive Annual Financial Report (CAFR) for the fiscal year ended April 30, 2013 was
provided in City Council packets. The document has been reviewed by the Audit Committee with
McGladrey LLP, the City’s independent audit firm, and has been accepted by the Audit Committee.
The City has received an unmodified opinion from McGladrey LLP.
City Manager Robert Kiely stated that The City of Lake Forest is one of a few communities, not just
in the State of Illinois but in the Country, that has an independent resident group who acts as an
Audit Committee, and that the community is fortunate to have this oversight committee. He also
thanked Elizabeth Holleb and her staff along with the Audit Committee for all their hard work.
COUNCIL ACTION: Receipt of the audit report for the fiscal year ended April 30, 2013.
Alderman Palmer made a motion to accept receipt of the audit report for the fiscal year ended
April 30, 2013, seconded by Alderman Reisenberg. The following voted “Yea”: Aldermen Novit,
Waldeck, Reisenberg, Palmer and Adelman. The following voted “Nay”: None.5 Yeas, 0 Nays,
motion carried.
B. Public Works Committee
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Proceedings of the November 4, 2013
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1. Request for Early Purchase of Equipment Included in the F.Y. 2015 Capital Equipment
Budget
Michael Thomas, Director of Public Works, gave a presentation on these topics at the Committee
of the Whole meeting held at 6:30pm. Staff is requesting City Council authorization to purchase
two Chevrolet Tahoes for the Police Department. The Streets Section requests a new hot patch
machine to repair the numerous potholes that surface after the winter months.
Both of these topics were discussed and purchases were approved at the October 22 Public Works
Committee meeting.
Mayor Schoenheider asked if there was any Public comment or questions on these items. Seeing
none he asked for a motion.
COUNCIL ACTION 1: Waive the bidding process and authorize the purchase of two police
package Tahoes from the State bid vendor, Miles Chevrolet, in the amount of $61,232.
Alderman Reisenberg made a motion to waive the bidding process and authorize the purchase of
two police package Tahoes from the State bid vendor, Miles Chevrolet, in the amount of $61,232,
seconded by Alderman Novit. The following voted “Yea”: Aldermen Novit, Waldeck, Reisenberg,
Palmer and Adelman, Mayor Schoenheider. The vote of the Mayor was required on this item
needing a 2/3 vote. The following voted “Nay”: None.6 Yeas, 0 Nays, motion carried.
COUNCIL ACTION 2: Waive the bidding process and authorize the purchase of a replacement
pothole patching machine from Spaulding Manufacturing in the amount of $28,500.
Alderman Novit made a motion to waive the bidding process and authorize the purchase of a
replacement pothole patching machine from Spaulding Manufacturing in the amount of $28,500,
seconded by Alderman Palmer. The following voted “Yea”: Aldermen Novit, Waldeck, Reisenberg,
Palmer and Adelman, Mayor Schoenheider. The vote of the Mayor was required on this item
needing a 2/3 vote. The following voted “Nay”: None.6 Yeas, 0 Nays, motion carried.
C. Property and Public Lands Committee (PPL)
1. Consideration of Recommendations from the Property and Public Lands Committee of
the City Council Regarding Redevelopment of the Former Municipal Services Property on
Laurel Avenue (Approve a motion in support of the recommendation.)
Chairman of the Property and Public Lands Committee, Alderman Reisenberg, told the City Council
that there were three recommendations by the Property and Public Lands Committee (PPL) for
consideration. The first recommendation is to accept the revised Development Parameters for
the former Municipal Services property as recommended by the Plan Commission. The second
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Proceedings of the November 4, 2013
Regular City Council Meeting
recommendation is to authorize the issuance of a Request for Qualifications in an effort to select a
short list of qualified developers who would be invited to engage in a more detailed plan
development process. The third recommendation is to begin the formal decision making process
on whether or not to establish a Tax Increment Financing District in support of redevelopment of
the site.
A question from the City Council regarding establishing a TIF district at the same time was
necessary. Lee Brown, President of Teska & Associates, explained that by doing so now, with the
amount of time it takes to complete this, the City could allow the process to begin without
commitment to establish the district.
COUNCIL ACTIONS: Approve a motion: 1) accepting the revised Development Parameters for
the former Municipal Service property; 2) directing the issuance of the Request for
Qualifications and 3) directing staff, the City’s consultant and the Plan Commission to begin the
formal public process for consideration of the establishment of a Tax Increment Financing
District
Alderman Palmer made a motion to approve a motion: 1) accepting the revised Development
Parameters for the former Municipal Service property; 2) directing the issuance of the Request for
Qualifications and 3) directing staff, the City’s consultant and the Plan Commission to begin the
formal public process for consideration of the establishment of a Tax Increment Financing District,
seconded by Alderman Novit. The following voted “Yea”: Aldermen Novit, Waldeck, Reisenberg,
Palmer and Adelman. The following voted “Nay”: None.5 Yeas, 0 Nays, motion carried.
OPPORTUNITY FOR CITIZENS TO ADDRESS THE CITY COUNCIL ON NON-AGENDA ITEMS
Alderman Palmer offered a speedy recovery on behalf of the City Council to Lake Forest resident
Brian Ludmer, who was on his way home when he was shot at Las Angeles Airport earlier in the
week.
Mayor Schoenheider read the Omnibus items for consideration.
ITEMS FOR OMNIBUS VOTE CONSIDERATION
1. Approval of the October 21, 2013 City Council minutes.
2. Check Register for September 28- October 25, 2013
3. Determination of an Estimate of the Amount of Revenue to be generated from
Property Taxes for the 2013 Calendar Year in Accordance with the Truth in
Taxation Statute and Establishment of a Public Hearing Date for the 2013 Tax
Levy (if Required)
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Proceedings of the November 4, 2013
Regular City Council Meeting
4. Approval of expenditure of remaining Emerald Ash Borer funds for the Annual
Tree and Stump Removals for FY14
5. Consideration of waiving the bidding process and authorizing the purchase of
Replacement Video Recording Systems for Police Squad cars. 2. Approval of
Server Purchase.
6. Consideration of Ordinances Approving Recommendations from the Building
Review Board. (First Reading and if Desired by the City Council, Final Approval)
7. Consideration of an Ordinance Approving a Recommendation from the Historic
Preservation Commission. (First Reading and if Desired by the City Council, Final
Approval)
8. Approval of the Vacation of a Sewer Easement on the Old Elm Golf Course.
COUNCIL ACTION: Approve the eight (8) Omnibus items as presented.
Alderman Novit made a motion to approve by Omnibus vote designation items as noted,
seconded by Alderman Palmer. The following voted “Yea”: Aldermen Novit, Waldeck, Reisenberg,
Palmer and Adelman, Mayor Schoenheider. The vote of the Mayor was required on this item
needing a 2/3 vote. The following voted “Nay”: None. 6 Yeas, 0 Nays, motion carried.
Information such as Purpose and Action Requested, Background/Discussion, Budget/Fiscal Impact,
Recommended Action and a Staff Contact as it relates to the Omnibus items can be found on the agenda.
ORDINANCES
1. Consideration of an Ordinance Approving a Recommendation from the Building Review
Board. (First Reading and if Desired by the City Council, Final Approval)
Director of Community Development Catherine Czerniak gave a brief presentation regarding the
unanimous Building Review Board recommendation. The Building Review Board recommended
approval of the demolition of the existing residence and approval of a replacement residence,
garage and landscaping. The house is located on Edgewood Road. She said the Board considered
this petition over three meetings, and moved further with engineering grading and approval early
due to concerns raised that included drainage.
In response to the concerns raised, the Board provided direction over the course of the meetings and
reviewed revised plans developed by the petitioner in response to the concerns. The revised plans
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Proceedings of the November 4, 2013
Regular City Council Meeting
presented to the Board reduced the size of the replacement house to 80% of the allowable square
footage and shortened the length of the house to reduce impacts to neighboring backyards. The Board
also directed that due to the tightness of the properties in this area, the flat topography and the
neighbors’ concerns, engineering reviews be completed at the front end of the process. Engineering staff
has approved the grading and drainage plan for this project and of particular note, the installation of a
curb along the new driveway was required to restrict runoff from the driveway on to the neighboring
property and portions of the hardscape on site will be pervious pavers, rather than asphalt. (Board vote:
7-0, approved)
The City Council asked if the storm sewer could be extended at owner cost.
Catherine Czerniak stated the installation of a curb along the new driveway was required to
restrict runoff from the driveway on to the neighboring property and portions of the hardscape on
site will be pervious pavers, rather than asphalt.
Bob Ells, Engineering Supervisor, added that the plans as submitted met the Watershed
Development requirements. He also said that Staff had met with the neighbor to the south with
recommendations as to what he could do to allow natural water flow through his property.
Mayor Schoenheider asked if there was anyone who wanted to address the City Council on this
issue. Seeing none he asked for a motion.
COUNCIL ACTION: If determined to be appropriate by the City Council, waive first reading and
grant final approval of the Ordinances approving the petition in accordance with the Building
Review Board’s recommendation.
Alderman Palmer made a motion to waive first reading and grant final approval of the Ordinances
approving the petition in accordance with the Building Review Board’s recommendation,
seconded by Alderman Reisenberg. The following voted “Yea”: Aldermen Reisenberg, Palmer and
Adelman. The following voted “Nay” Alderman Novit, Waldeck: 3 Yeas, 2 Nays, motion fails.
Alderman Palmer moved, seconded by Alderman Reisenberg to approve first reading of the
Ordinances approving the petition in accordance with the Building Review Board. Motion carried
unanimously by voice vote.
NEW BUSINESS
None
ADDITIONAL ITEMS FOR COUNCIL DISCUSSION
None.
ADJOURNMENT
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Proceedings of the November 4, 2013
Regular City Council Meeting
There being no further business. Alderman Palmer made a motion to adjourn, seconded by
Alderman Reisenberg. Motion carried unanimously by voice vote at 8:23 pm
Respectfully Submitted,
Margaret Boyer
Deputy City Clerk
A video of the City Council meeting is available for viewing at the Lake Forest Library and on file in
the Clerk’s office at City Hall. You can also view it on the website by
visiting www.cityoflakeforest.com. Click on I Want To, then click on View, then choose Archived
Meetings Videos.
108
RESOLUTION OF SYMPATHY
WHEREAS, WAYNE R. COLE was a dedicated and faithful employee of The City of Lake Forest for
33 years, from July 21, 1961 to May 12, 1994; and
WHEREAS, WAYNE during his employment was hired as a Firefighter/EMT and promoted to
Lieutenant/EMT on November 1, 1964.
WHEREAS, the passing of WAYNE R. COLE on Saturday, October 26, 2013, has taken away a highly
regarded family member, employee, and friend;
NOW, THEREFORE, BE IT RESOLVED that the City Council of The City of Lake Forest in session
on November 18, 2013, does hereby express its deep regret and sincere sympathy to the members of the family
of WAYNE R. COLE.
BE IT FURTHER RESOLVED that this resolution be spread upon the minutes of the City Council and
a copy hereof, duly signed by the Mayor, be presented to the family of WAYNE R. COLE.
Adopted by the City Council of
The City of Lake Forest
on Monday, November 18, 2013
_______________________________________
Mayor Donald P Schoenheider
109
RESOLUTION OF SYMPATHY
WHEREAS, DANIEL EARL KIRUTZA was a dedicated and faithful employee of The City of Lake
Forest for 28 years, from May 8, 1974 through March 29, 2002; and
WHEREAS, DANIEL EARL KIRUTZA worked in the Sanitation Section and was appreciated and loved
by his supervisors, coworkers, and the residents of Lake Forest,
WHEREAS, the passing of DANIEL EARL KIRUTZA on October 27, 2013 has taken away a highly
regarded family member, employee and friend;
NOW, THEREFORE, BE IT RESOLVED that the City Council of The City of Lake Forest in session
on November 18, 2013 does hereby express its deep regret and sincere sympathy to the members of the family
of DANIEL EARL KIRUTZA.
BE IT FURTHER RESOLVED that this resolution be spread upon the minutes of the City Council and
a copy hereof, duly signed by the Mayor, be presented to the family of DANIEL EARL KIRUTZA.
Adopted by the City Council of
The City of Lake Forest
on Monday, November 18, 2013
_______________________________________
Mayor Donald P Schoenheider
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