CITY COUNCIL 2020/12/07 AgendaTHE CITY OF LAKE FOREST
CITY COUNCIL AGENDA
Monday, December 7, 2020 6:30p.m.
REMOTE ACCESS MEETING
Please be advised that all of the City Council members will be remotely attending this Council
meeting by electronic means, in compliance with the recent amendments to the Open
Meetings Act. The Mayor of the City Council has determined that it is not prudent or practical
to conduct an in-person meeting due to the COVID-19 pandemic, and that it is not feasible
to have the City Council members or members of the public physically present at the
meeting due to the pandemic disaster.
The City will be providing members of the public with various opportunities to watch or attend
this meeting, as well as provide public comment at the meeting. For example, members of
the public can participate remotely in the meeting by following the public audience link
which will provide both video and audio means to attend the meeting.
Public audience link: https://us02web.zoom.us/j/88076760162?pwd=eG94enUzSTlqUmtBRVZYVlhvRmFodz09
Webinar ID: 880 7676 0162 Passcode: 1861
Public Comment: 847-810-3643
Honorable Mayor, George Pandaleon
James E. Morris, Alderman First Ward Jim Preschlack, Alderman Third Ward
Jennifer Karras, Alderman First Ward Ara Goshgarian, Alderman Third Ward
Melanie Rummel, Alderman Second Ward Raymond Buschmann, Alderman Fourth Ward
Edward U. Notz, Jr., Alderman Second Ward Eileen Looby Weber, Alderman Fourth Ward
CALL TO ORDER AND ROLL CALL 6:30pm
PLEDGE OF ALLEGIANCE
REPORTS OF CITY OFFICERS
1. COMMENTS BY MAYOR
A. Approval of a Resolution of Appreciation for Matt Barba, Innkeeper at the Deerpath
Inn
A copy of the Resolution can be found on page 26
COUNCIL ACTION: Approval of a Resolution of Appreciation for Matt Barba, Innkeeper at the
Deerpath Inn
1
Monday, December 7, 2020 City Council Agenda
B. Swearing in of Firefighter Paramedic Dan Rice and Resolution of Appreciation for
Firefighter Paramedic David Tisinai
- Pete Siebert, Fire Chief
C. Lake Forest Station Pop-Up Shop Update
- Alderman Karras
2. COMMENTS BY CITY MANAGER
A. Department Spot Light
- Michael Thomas, Director of Public Works
3. OPPORTUNITY FOR CITIZENS TO ADDRESS THE CITY COUNCIL .
Members of the public can provide public comment by calling into the following number
during the meeting: 847-810-3643
4. COMMITTEE REPORTS
FINANCE COMMITTEE
1. Gorton Community Center 2021 Budget Presentation
PRESENTED BY: Finance Committee Chairman James Morris;
Kate Rother, Board Chair; Nick Bothfeld, Finance Chair;
and Amy Wagliardo, Executive Director
STAFF CONTACT: Elizabeth Holleb (847-810-3612)
BACKGROUND/DISCUSSION: Pursuant to Section 10.C.3 of the Restated Agreement Relating
to the Gorton Property executed in July 2013, as amended by the First Amendment to
Restated Agreement executed in October 2019, the Finance and Operations Sub-Committee
and the Gorton Executive Director shall submit to the City Manager and Finance Chair of the
City Council for review and recommendation to the City Council the Center’s annual budget
and plans for the use of and programming at the property. The Annual Budget and Plan shall
include a five-year financial forecast. Following review, the City shall submit a
recommendation to the City Council for approval, approval with modifications or rejection of
the Annual Budget and Plan to the full City Council. Upon receipt of the recommendation,
the City Council has the right to approve, approve subject to modification, or reject the
Annual Budget and Plan. If rejected, the Center would be authorized to operate and
occupy the property in accordance with the Annual Budget and Plan last approved by the
City Council subject to rate adjustments not exceeding the change in the Consumer Price
Index. A copy of the Annual Budget, Capital Budget and Five-Year Forecast is provided
beginning on page 27.
Section 10.D.1.b of the First Amendment to Restated Agreement sets forth GCC’s
maintenance obligations. GCC is required to include in its annual budget and plan sufficient
funding to satisfy the GCC maintenance obligations each year. In any year the GCC’s
endowment falls below $2 million, GCC is required to include in its annual budget and plan at
2
Monday, December 7, 2020 City Council Agenda
least $25,000 in that year, and maintain that amount until the Endowment again reaches $2
million. For 2021, GCC’s endowment exceeds $2 million.
Representatives of Gorton met with Finance Committee Chairman Morris, City Manager
Wicha and Finance Director Holleb on October 27 to review Gorton’s 2021 draft budget. The
Gorton Board approved the 2021 Budget on November 9.
COUNCIL ACTION: It is recommended that the City Council consider approval of the Gorton
Community Center 2021 Budget.
2. Consideration of an Ordinance Establishing the 2020 Tax Levy (Final Reading)
PRESENTED BY: Elizabeth Holleb, Finance Director (847-810-3612)
PURPOSE AND ACTION REQUESTED: Staff requests final approval of an Ordinance establishing
the 2020 property tax levy.
BACKGROUND/DISCUSSION: The annual tax levy must be filed with the County Clerk by the
last Tuesday in December. The City has a significant reliance on property tax revenues, which
represents more than 50% of the General Fund revenue.
Spreadsheets related to the proposed tax levy for 2020 are attached (page 34) 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. A summary of the proposed levy is as follows:
Proposed
FUND 2020 LEVY 2019 Extension $ CHANGE % CHANGE
City General 14,341,044$ 14,343,741$ (2,697)$ -0.02%
Pension Funds 6,961,317 6,307,419 653,898 10.37%
Fire Pension PA 93-0689 120,316 103,768 16,548 15.95%
Recreation 1,828,917 1,460,329 368,588 25.24%
Parks 3,425,169 3,250,410 174,759 5.38%
Recreation & Parks/Specific Purpose 125,000 125,000 0 0.00%
Special Recreation 494,995 483,866 11,129 2.30%
Capital Improvements 1,541,725 1,538,000 3,725 0.24%
Library 3,966,737 3,863,755 102,982 2.67%
Library sites 428,994 419,349 9,645 2.30%
Bond Funds 1,829,087 1,828,011 1,076 0.06%
TOTAL TAX LEVY - CITY 35,063,301$ 33,723,648$ 1,339,653$ 3.97%
School District 67- ESTIMATED 35,375,368$ 34,403,794 971,574$ 2.82%
GRAND TOTAL 70,438,669 68,127,442 2,311,227$ 3.39%
Ordinance (exclude Bond Funds)$68,609,582
3
Monday, December 7, 2020 City Council Agenda
School District #67 levy amounts are estimates and subject to final approval by the School
District Board.
PROJECT REVIEW/RECOMMENDATIONS:
Reviewed Date Comments
City Council 11/16/20 First reading of 2020 tax levy ordinance
Finance Committee 11/9/20 Discussion of proposed 2020 tax levy
City Council 11/2/20 Determination of a preliminary non-
binding estimate of the 2020 levy.
Finance Committee 10/19/20 Approval of 2020 Tax Levy Estimate
BUDGET/FISCAL IMPACT: The proposed tax levy for 2020 reflects a 3.97% increase over the
2019 tax levy extensions for the City and Library operating funds and City pension and debt
service funds. This increase is comprised of the 2.30% property tax cap increase on operating
and IMRF pension levies; debt service bond levies as previously approved by City Council
bond Ordinances, subject to abatement for debt paid by alternate revenue sources;
increases attributable to new construction; and increases in police and fire pension costs as
determined by an independent actuarial valuation. The average increase to existing
residents ($800,000 home) is projected to be $132 or 3.60%.
COUNCIL ACTION: Grant final approval of an Ordinance Establishing the 2020 Tax Levy (page
39).
PERSONNEL, COMPENSATION AND ADMINISTRATION COMMITTEE
1. Approval of Health Insurance Contract Renewals for Calendar Year 2021
PRESENTED BY: DeSha Kalmar, Director of Human Resources (847-810-3530)
PURPOSE AND ACTION REQUESTED: PCA Committee and Staff are recommending retaining
current health plan providers while making changes in stop loss coverage. The City’s Think
Healthy wellness program, effective in 2018, is meeting expectations.
BACKGROUND/DISCUSSION: The City provides a self-funded medical and dental plan and
insured life insurance, transplant coverage, and reinsurance (stop loss) for large claims and
total liability. The cost is determined by forecasts based on actual claims, fixed costs for
administration, reinsurance, and costs for life insurance. Human Resources, through a
collaborative process with an employee benefit committee, will be adopting changes to the
prescription drug coverage for higher cost drugs. These types of changes contribute to
reducing the amount of premium increases.
Insurance consultant Wright Benefit Strategies (WBS) recommended bidding stop loss this year
after not marketing it last year. We typically bid this service approximately every two years.
4
Monday, December 7, 2020 City Council Agenda
The reason for not bidding annually is that it can reduce leverage in negotiations in difficult
claim years and potentially puts the City at greater risk of large exclusions, rate increases, or
both. In the case of our stop loss coverage, we are recommending a change from Voya to
Sun Life and raising the self-insured deductible level from $150,000 to $170,000.
WBS bid our administration services, currently provided through PBA (which includes Cigna
PPO). Staff is also recommending retaining Asset Health, our wellness services vendor, for a
successive one-year term. Bidding other services is not recommended at this time due to
existing multi-year contracts, favorable renewals and contractual features relating to our
benefit structure.
PROJECT REVIEW/RECOMMENDATIONS:
Reviewed Date Comments
PCA Committee 11/17/20 Reviewed and recommended for City
Council approval
BUDGET/FISCAL IMPACT: Recommendations based on renewal quotes:
• Retain Professional Benefit Administrators (PBA) for Administration and Billing Services PBA
medical administration fees increased slightly by $2,940. PBA is a low-cost provider for
administration of the City health plan, including claims administration and coordination of
medical plan services and administration of the City flexible spending account. Staff and
the City’s insurance consultant recommend retaining PBA based on their service and the
nature of the City’s benefit structure, as costs are lower than other providers. The City
requested pricing for services through several similar firms and received illustrative pricing
that indicates PBA is lower in cost and PBA is meeting expectations.
• Retain preferred provider network administration with CIGNA through PBA. Cigna provides
networks and managed care services through a contracted relationship with PBA. CIGNA
provides broad access and favorable discounts. Services are meeting expectations.
CIGNA would be available through alternative vendors.
PBA Current
Annual Cost
PBA Renewal Trustmark Allied Benefits
$152,792 $155,732 $175,977 $162,618
• Change to Sun Life for Stop Loss Coverage, Increase the City Self-Insured Retention to
$170,000 from $150,000, and Retain Optum Health for Transplant coverage. WBS requested
bids for Specific reinsurance for large claims and Aggregate reinsurance for total claims in
a calendar year for 2021. Three carriers submitted proposals, and a number of other
companies declined to bid. Sun Life is the lowest cost carrier and has previously insured
the City. All carriers are requiring the City retain a higher liability for one large claim.
Moving to Sun Life and raising the deductible is expected to reduce stop loss costs by
$120,000 compared to the renewal through Voya.
5
Monday, December 7, 2020 City Council Agenda
Voya 150k
Current
Voya
Renewal
Voya $170k
deductible
Sun $170k
deductible
Specific &
Aggregate
Premium
$754,164 $831,834 $780,718 $671625
Optum Transplant $30,004 $30,004 $30,004 $30,004
• Retain Asset Health services for Think Healthy Wellness Program
Staff is recommending renewing the contract for wellness services through Asset Health, a
leading provider of wellness technology and administration for 1 million members
including fortune 500 companies. Asset Health provides consulting, participant
administration through a website, health and wellbeing learning exercises, activity
“challenges” (time sensitive activities designed to reinforce positive behaviors linked to
improved health), as well education by self-determined and programmatic learning. The
services are meeting expectations for reduced staff time in administration, improved
communication and education resources available to participants, while reducing health
cost growth over time. The service has been well received by employees and is actively
managed through our Employee Wellness Committee. Through reporting from Asset Heath
and the City’s health plan, WBS has observed that costs may be trending lower than other
employers through reduced pharmacy and professional utilization, which has trended
down over the last several years. This has resulted in lower cost increases. Results suggest
the City is seeing positive behavioral and health plan utilization, and participation is
widespread among employees. The City did not bid the service this year due to the
integrated nature of the service to the relatively new Think Healthy wellness program,
which has been in its current form since 2018. Other providers of similar services, including
consulting and web services, are generally similar or more expensive in cost, while many
only offer software-based applications. In 2017, Industry studies, and Asset Health
experience with other employers, suggested the City may save approximately $400,000
over four years. WBS is compiling annual results for comparison after the first two years
completed last year.
Funding Source: Self-Insurance Fund
Spread over FY20 and FY21 budgets
Current Amount
Requested
Budgeted?
Summary Pricing PBA with CIGNA PPO $154,292 $155,732 Yes
Summary Pricing Sun Life Stop Loss
• Specific & Aggregate Premium $754,164 $672,154 Yes
• Transplant Premium (Optum) $30,004 $30,004 Yes
• Total $784,168 $702,158 Yes
Summary Pricing Asset Health Wellness $30,000 $30,000 Yes
o Has City staff obtained competitive pricing for proposed goods/services?
Yes – administration and stop loss coverage
No – wellness program
o If no, indicate the specific exception or waiver requested:
Administrative Directive 3-5, Section 6.1(I) – Existing Relationship
COUNCIL ACTIONS: Authorize the City Manager to execute contracts:
6
Monday, December 7, 2020 City Council Agenda
• retaining Professional Benefit Administrators (PBA) for administration and billing
services
• retaining preferred provider network administration with CIGNA through PBA
• moving stop loss coverage to Sun Life, with $170,000 deductible
• renew with Optum Health for transplant coverage, a component of stop loss
coverage, and
• retaining Asset Health services for Think Healthy Wellness Program
2. Consideration of an Ordinance Amending the City Code relating to Real Estate Transfer
Taxes and to approve a waiver of the 60 day filing requirement to Joan Alley 727 N
McKinley Rd Unit 200 (Waive First Reading and Grant Final Approval)
PRESENTED BY: Diane Hall, Assistant Finance Director (847)810-3614
PURPOSE AND ACTION REQUESTED: The Personnel Compensation Administration (PCA)
Committee recommends approval of the proposed Ordinance amending City Code
Sections 39.164 – 39.166 related to the Real Estate Transfer Tax (RETT) refund and appeal
procedures and granting a waiver of the 60 day filing requirement to Ms. Joan Alley of 727 N
McKinley Rd. Unit 200.
BACKGROUND/DISCUSSION: City Code sections 39.164 – 39.166 provide the process for
residents to submit requests for a refund of RETT paid up to $2,000, appeal staff’s interpretation
of the code and request a variance to the RETT refund requirements. In order to qualify for a
refund, residents must meet two main requirements. The resident must have occupied the
sold residence as the primary residence for a minimum of three years preceding the sale and
the closing dates of both properties fall within twelve calendar months of each other.
Appeals - City Code provides a process for a resident to appeal to the City Manager if the
resident believes the City has interpreted the City Code incorrectly. City Code provides an
additional process for a resident to appeal to the PCA Committee the decision of the City
Manager. The determination of the PCA Committee shall be final.
Variances - As outlined in section 39.166(B)(2),the City Manager has the authority to grant a
variance of the one-year limitation up to two years. If the variance of the one-year limitation
is greater than two-years, the request is required to be presented to the PCA Committee. A
variance of the one-year requirement may not be granted if more than three years. A
request for a variance to the one-year purchase/sale date requirement must be filed with the
City Manager within 60 days after the closing.
Staff proposes revisions to sections 39.164 – 39.166 of the City Code regarding RETT refunds,
appeals and variances. Staff receives requests for variances to the City Code for the one-
year sale/purchase and residency requirements. While many of these requests fall within the
provisions, a few require interpretation of the Code. Staff is proposing changes to the Code
to provide clearer language regarding the requirements to qualify for a refund and to
provide staff with greater flexibility to approve reasonable requests. Staff is recommending
the initial request of a variance from one year to two years move to the Finance Director and
any additional request from two years to three years to the City Manager. It is important to
note that expenditure of City funds in the amount of $2,000 requires only a department head
7
Monday, December 7, 2020 City Council Agenda
approval if goods/services are being purchased and the City Manager is authorized to waive
fees up to $5,000. A redline version of the proposed Ordinance can be found on page 48.
Ms. Alley was denied a variance based on filing an application for a variance more than 60
days after the closing of her property. If not for the 60 day requirement, she would have
been eligible under the City Manager’s authority to request a variance. The PCA Committee
reviewed Ms. Alley’s circumstances and has recommended that the City Council grant a
waiver of the 60 day filing requirement per City Code and authorize a refund up to the
maximum allowed. Proposed City Code revisions to be considered, include extending the 60
day requirement to one year.
PROJECT REVIEW/RECOMMENDATIONS:
Reviewed Date Comments
PCA Committee 11/17/20
Recommends City Council approval of proposed
revisions to Code Sections 39.164 – 39.166 and a
waiver of the 60 day filing requirement to Joan Alley
727 N McKinley Rd.
BUDGET/FISCAL IMPACT: Approval of these items would have a modest financial impact in
that occasional refunds of real estate transfer tax would be made that would not have
otherwise occurred under current City Code provisions.
COUNCIL ACTION: If determined to be appropriate by the City Council, waive first reading
and grant final approval of an Ordinance approving amendments to the City Code relating to
Real Estate Transfer Taxes and to approve a waiver of the 60 day filing requirement to Joan
Alley 727 N McKinley Rd Unit 200.
5. ITEMS FOR OMNIBUS VOTE CONSIDERATION
1. Approve the Extension of the Mayor’s Declaration of a Local State of Emergency
until the next City Council Meeting
STAFF CONTACT, Jason Wicha, City Manager
PURPOSE AND ACTION REQUESTED: It is requested that the City Council extend the Declaration
to the next City Council meeting.
BACKGROUND/DISCUSSION: Over the past month, the U.S. Government and the State of
Illinois have issued multiple orders declaring a state of emergency over the country and the
State of Illinois in order to address the impact from the global pandemic from COVID-19. In
order to address the impact this pandemic has had on the City of Lake Forest, Mayor
Pandaleon exercised his authority to issue a Declaration of a Local State of Emergency on
Saturday, April 4, 2020. At the April 6, 2020 City Council meeting, the City Council extended
the Declaration to the next City Council meeting which was November 16, 2020.
In order to ensure that the emergency powers authorized by the local declaration remain in
effect where necessary, the Mayor is asking the City Council to further extend the Declaration
8
Monday, December 7, 2020 City Council Agenda
of a Local State of Emergency until the next City Council meeting that takes place after the
December 7, 2020.
REVIEW/RECOMMENDATIONS:
Reviewed Date Comments
City Council 11/16/2020 City Council Approved the Mayors Declaration until
the next City Council Meeting
City Council 11/2/2020 City Council Approved the Mayors Declaration until
the next City Council Meeting
City Council 10/19/2020 City Council Approved the Mayors Declaration until
the next City Council Meeting
City Council 10/5/2020 City Council Approved the Mayors Declaration until
the next City Council Meeting
City Council 9/8/2020 City Council Approved the Mayors Declaration until
the next City Council Meeting
City Council 8/3/2020 City Council Approved the Mayors Declaration until
the next City Council Meeting
City Council 7/20/2020 City Council Approved the Mayors Declaration until
the next City Council Meeting
City Council 6/15/2020 City Council Approved the Mayors Declaration until
the next City Council Meeting
City Council 6/1/2020 City Council Approved the Mayors Declaration until
the next City Council Meeting
City Council 5/18/2020 City Council Approved the Mayors Declaration until
the next City Council Meeting
City Council
5/4/2020 City Council Approved the Mayors Declaration until
the next City Council Meeting
City Council 4/20/2020 City Council Approved the Mayors Declaration until
the next City Council Meeting
City Council 4/6/2020 City Council Approved the Mayors Declaration until
the next City Council Meeting
4/4/2020 Mayor Pandaleon exercised his authority to issue a
Declaration of a Local State of Emergency
BUDGET/FISCAL IMPACT: N/A
COUNCIL ACTION: Approve the extension of the Mayor’s Declaration of a Local State of
Emergency until the next City Council Meeting
2. Approval of the November 16, 2020 City Council Meeting Minutes
A copy of the minutes can be found beginning on page 54
COUNCIL ACTION: Approval of the November 16, 2020 City Council Meeting Minutes.
9
Monday, December 7, 2020 City Council Agenda
3. Approval of the Check Register for the Period of October 24 through November 20,
2020
STAFF CONTACT: Elizabeth Holleb, Finance Director (847-810-3612)
BACKGROUND/DISCUSSION: City Code Section 38.02 sets forth payment procedures of the
City. The Director of Finance is to prepare a monthly summary of all warrants to be drawn on
the City treasury for the payment of all sums due from the City (including all warrants relating
to payroll and invoice payments) by fund and shall prepare a detailed list of invoice
payments which denotes the person to whom the warrant is payable. The warrant list detail
of invoice payments shall be presented for review to the Chairperson of the City Council
Finance Committee for review and recommendation. All items on the warrant list detail
recommended for payment by the Finance Committee Chairperson shall be presented in
summary form to the City Council for approval or ratification. Any member of the City
Council shall, upon request to the City Manager or Director of Finance, receive a copy of the
warrant list detail as recommended by the Finance Committee Chairperson. The City
Council may approve the warrant list as so recommended by the Finance Committee
Chairperson by a concurrence of the majority of the City Council as recorded through a roll
call vote.
The Council action requested is to ratify the payments as summarized below. The associated
payroll and invoice payments have been released during the check register period noted.
Following is the summary of warrants as recommended by the Finance Committee
Chairperson:
Amounts reported as “All Other Funds” include $390,124 in Medical and Dental claim
payments from the Self Insurance Fund.
COUNCIL ACTION: Approval of the Check Register for the Period of October 24 through
November 20, 2020
4. Approval of a Resolution of Appreciation for retiring Firefighter Paramedic David
Tisinai
Fund Invoice Payroll Total
101 General 554,333 1,582,933 2,137,266
501 Water & Sewer 99,081 190,682 289,763
220 Parks & Recreation 138,205 410,781 548,986
311 Capital Improvements 295,627 0 295,627
202 Motor Fuel Tax 0 0 0
230 Cemetery 24,225 32,192 56,417
210 Senior Resources 4,974 25,307 30,281
510 Deerpath Golf Course 14,387 2,959 17,345
601 Fleet 122,327 61,751 184,079
416 - 433 Debt Funds 0 0 0
248 Housing Trust 150,000 0 150,000
201 Park & Public Land 182,286 0 182,286
All other Funds 694,896 169,312 864,208
$2,280,340 $2,475,917 $4,756,257
Check Register for October 24 - November 20, 2020
10
Monday, December 7, 2020 City Council Agenda
A copy of the Resolution can be found on page 59
COUNCIL ACTION: Approval of a Resolution of Appreciation for retiring Firefighter Paramedic
David Tisinai
5. Approval of Ordinances Abating 2020 Tax Levies for Various G.O. Alternate
Revenue Bond Issues (Final Reading)
PRESENTED BY: Elizabeth Holleb, Finance Director (847-810-3612)
PURPOSE AND ACTION REQUESTED: Staff requests final approval of ordinances abating 2020
property tax levies.
BACKGROUND/DISCUSSION: The proposed Ordinances provide for the abatement
(reduction) of 2020 property 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 2020
bond tax levies, an abatement ordinance must be approved and filed with the County Clerk
no later than March 1, 2021. 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, golf fees, sales tax and/or TIF increment. 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 60) are as follows:
• An Ordinance Abating a Portion of the Tax being Levied in 2020 for the Annual
Payment of the Principal and Interest on the General Obligation Bonds, Series 2015
Bond Issue
• An Ordinance Abating a Portion of the Tax being Levied in 2020 for the Annual
Payment of the Principal and Interest on the General Obligation Bonds, Series 2017
Bond Issue
• An Ordinance Abating a Portion of the Tax being Levied in 2020 for the Annual
Payment of the Principal and Interest on the General Obligation Bonds, Series 2019
Refunding Bond Issue
BUDGET/FISCAL IMPACT: A summary of the proposed tax levy abatements is provided below:
Levy per County TIF Golf Water .5 NHRST Net Levy
2013 747,012.50 747,012.50
2015 609,425.00 (361,312.50)248,112.50
2017 271,152.50 (271,152.50)0.00
2019 3,486,212.50 (102,884.69) (2,024,640.41) (524,724.90) 833,962.50
5,113,802.50 (361,312.50) (102,884.69) (2,295,792.91) (524,724.90) 1,829,087.50
1% L/C 5,164,940.53 1,847,378.38
2020 Debt Service Levy and Abatements
11
Monday, December 7, 2020 City Council Agenda
COUNCIL ACTION: Approval of Ordinances Abating 2020 Tax Levies for Various G.O. Alternate
Revenue Bond Issues (Final Reading)
6. Consideration of an Ordinance approving a Fee Schedule and Ordinances
adopting new fees (Final Reading)
STAFF CONTACT: Diane Hall, Assistant Finance Director (847-810-3614)
PURPOSE AND ACTION REQUESTED: Staff requests final approval 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. Fees highlighted in
green are not reflective of changes in existing fees; rather, they are clarifications due to a
review of City Code and current practices or the addition of previously approved fees into
the Fee Schedule.
Departments have provided supplemental memos justifying their proposed fee adjustments
and new fees, which are included in the packet beginning on page 95. 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 63)
• Ordinance adopting a new fee for sales in residential zoning districts conducted
by for profit entities (page 86)
• Ordinance adopting new fees related to development activity (page 89)
• Ordinance adopting new fees related to public works (page 92)
PROJECT REVIEW/RECOMMENDATIONS:
Reviewed Date Comments
City Council 11/16/20 First reading of proposed ordinances
Finance Committee 11/9/20 Discussion of proposed ordinances
BUDGET/FISCAL IMPACT: Annual revenue for the new and increased fees is estimated to be
$166,658 in the General Fund, $8,153 in the Parks and Recreation Fund, $27,053 in the Golf
Course Fund and $181,999 in the Water Utility Fund.
COUNCIL ACTION: Grant final approval of the Proposed Ordinance approving a Fee
Schedule and Ordinances adopting new fees (Final Reading)
7. Approval of a One-Year Contract Renewal with InterDev for Information Technology
Support in the Amount of $124,000
STAFF CONTACT: Joseph Gabanski, Assistant IT Director (847-810-3591)
12
Monday, December 7, 2020 City Council Agenda
PURPOSE AND ACTION REQUESTED: Staff requests City Council award a one year contract
renewal for Information Technology (IT) professional services for supplemental IT support
including public safety technology initiatives, extending an agreement with InterDev, LLC that
will expire in December.
BACKGROUND/DISCUSSION: Since January 2011, the City has contracted with various
technology consulting services to provide enhanced IT support services. In July 2012, the City
Council authorized a contract to provide supplemental IT support specializing in public safety
technical knowledge. On August 4, 2014, in conjunction with the move to centralized public
safety dispatching the City Council approved an agreement with InterDev to provide IT
support for one year. Subsequent renewals with InterDev have occurred annually.
On June 19, 2020 the City issued a Request for Proposals (RFP) for services inclusive of all
current ongoing contractual IT services which is comprised of a general IT support technician.
On July 6, 2020 twenty three (23) proposals were received. A City selection committee
interviewed seven (7) consulting companies in August and September. Consultants were
chosen for interviews based on technical qualifications, government experience, proposal
costs, and bench strength of the services proposed. Staff conducted additional due
diligence and negotiations in October with the finalists.
PROJECT REVIEW/RECOMMENDATIONS:
Milestone Date Comments
Technician Interviews & Other
Due Diligence
07/2020 –
10/2020
Vendor Proposals Submitted 07/06/2020 Twenty Three (23) Proposals Received
RFP Issuance 06/19/2020
Supplemental Contractual IT
Support Model Enacted 01/2011
BUDGET/FISCAL IMPACT:
Has City staff obtained competitive pricing for proposed goods/services? YES
Competitive pricing was obtained through an RFP process.
The following is the summary chart of finalists’ proposal overall scoring:
IT Technical Services
Vendors
Hourly Rate Evaluation Score
(max 100) ↓
InterDev, LLC $ 62.00 83
Prescient Solutions $ 79.33 78
Sierra ITS $ 40.00 76
Zion Cloud Solutions LLC $ 38.50 66
Sentinel Technologies $ 44.00 56
Compu-Vision Consulting, Inc., $ 47.00 51
OtterBase, Inc. $ 40.00 36
13
Monday, December 7, 2020 City Council Agenda
In 2017, the City Council approved a one-year renewal of the InterDev agreement at a rate
of $58.82 per hour. In 2018, the City Council approved a one-year renewal of the InterDev
agreement at a rate of $67.57 per hour. Due to a staffing change in September 2019, the
rate was reduced to $62.88 per hour. In 2019, City Council approved a one-year renewal at
a varied rate of $66.02 to $66.59 per hour based on the qualifications and experience of the
technician provided. InterDev’s proposed renewal rate of $62.00 per hour is higher than the
other vendors’ proposed rates ($38.50-79.33) however, lower than the approved rate for FY20.
InterDev has agreed to allow for a re-negotiation of the hourly rate in the event the assigned
personnel is changed during the contract term. InterDev is currently staffing a supplemental
support technician with acceptable results. If approved, a new one-year contract would
commence after the current contract expires in December 2020.
Staff recommends approval of a one-year agreement renewal with InterDev to provide
supplemental IT support to leverage knowledge specialized in municipal/public safety
technical support and familiarity with the City’s IT environment. The funds are budgeted in
the General Fund:
FY2021 Funding Source Amount
Budgeted
Amount
Requested
Budgeted?
Y/N
IT Contractual Operating $170,235 $124,000 Y
COUNCIL ACTION: Approval of a One-Year Contract Renewal with InterDev for Information
Technology Support in the Amount of $124,000
8. Consideration of an Ordinance Amending the City of Lake Forest Liquor Code, to
increase the number of Licenses available in Class E-1 and H-2 (First reading and if
appropriate final approval)
STAFF CONTACT: Margaret Boyer, City Clerk, 847-810-3674
PURPOSE AND ACTION REQUESTED: At the direction of the City’s Liquor Commissioner, Staff is
requesting consideration of an Ordinance amending the Liquor Code to include one
additional Class E-1 and H-2 License.
BACKGROUND AND DISCUSSION: The Liquor Commissioner received a letter of intent from
Janko Group for The Forester- A Hyatt Place Hotel, located at 210 N. Field Drive, requesting a
Class E-1 and H-2 license. Both licenses are appropriate for a hotel setting. The E-1 License
authorizes the retail sale of alcohol by restaurants and hotels, and the H-2 License authorizes
the retail sail of alcohol at catered events.
The proposed ordinance can be found beginning on page 110. It is important to note that
without further action of the City Council, the maximum number of licenses in any class shall
be automatically reduced by one upon the expiration, revocation or non-renewal of an
existing license in any such license class. In this case the number of E-1 and H-2 licenses will be
increased by one.
As the Council is aware, the issuance of liquor licenses is under the purview of the City’s Liquor
Commissioner and the Mayor serves in that role. However, the City Code only authorizes a
14
Monday, December 7, 2020 City Council Agenda
specific number of liquor licenses and historically, this number coincides with the current
number of licenses issued.
When new requests for liquor licenses are submitted, and after review by the Liquor
Commissioner and a determination that the Issuance of a license is appropriate, the City
Council is asked to consider an amendment to the Liquor Code.
BUDGET/FISCAL IMPACT: The fiscal impact of adding an additional licenses would have a
positive impact on liquor license revenues.
COUNCIL ACTION: Consideration of an Ordinance Amending the City of Lake Forest Liquor
Code, to increase the number of Licenses available in Class E-1 and H-2 (First reading and if
appropriate final approval)
9. Authorization to Advance FY22 Capital Expense and Approval to Award a Contract
to Lohmann Quitno Golf Course Architects, Inc. for Preparation of Final Construction
Documents for Deerpath Golf Course as Associated with the IDOT Storm Water
Project, in the Amount of $24,600.
STAFF CONTACT: Chuck Myers, Superintendent of Parks and Forestry, 810-3565
PURPOSE AND ACTION REQUESTED: City staff is recommending City Council approval to award
a contract to Lohmann Quitno Golf Course Architects, Inc. for the preparation of the final
construction documents for the restoration of the storm water basins on Deerpath Golf
Course associated with the Rte. 41 & Deerpath Pump Station Project.
BACKGROUND/DISCUSSION: The City and State have been working together for the past
eight years on a project to upgrade the storm sewer pump station located under the south
bridge abutment at Route 41 & Deerpath Road. The proposed replacement pump station
would be located on the southwest corner of Ahwahnee Lane and Deerpath Road.
Miscellaneous storm sewer and roadway improvements are proposed along Deerpath Road
from 100 feet west of Westmoreland Road to 750 feet west of Golf Lane. Additionally, storm
sewer, retaining wall, and two detention ponds will be created on Deerpath Golf Course.
On June 1, 2020 City Council approved an Inter-Governmental Agreement (IGA) between
the City of Lake Forest and the Illinois Department of Transportation (IDOT) for the Rte. 41 &
Deerpath Pump Station Project. The IGA provides the City with funding to design and
construct the restored landscapes for both the Deerpath Golf Course and the pump station
property, totaling $693,083. The City requested the reimbursement to ensure that both
locations will be restored in a manner that is acceptable to the City. The IGA states that the
City can request 80% of the total funding amount upon final completion of the IDOT storm
water work that is specifically on Deerpath Golf Course (e.g. the two ponds, the storm sewer
connecting the two ponds, etc.). The IDOT storm water work on Deerpath Golf Course is
expected to be completed by May 2021 and at that time the City will begin the restoration of
the golf course in that area. The remaining 20% of funding can be requested at the
conclusion of the City’s restoration work.
The City’s golf course design architect has developed a preliminary plan that incorporates
the two new ponds into holes 1, 17, and 18. The City is now in need of an architectural firm to
15
Monday, December 7, 2020 City Council Agenda
assist the City in the preparation of construction drawings, specifications and bidding services
for the restoration of the IDOT Storm Basins. The project consists of preparing the final
construction documents for the #17 green and hole #18 teeing area in relation to the IDOT
detention pond project, along with the restoration of this area and for the basin area to be
constructed on hole #1.
BUDGET/FISCAL IMPACT: City staff solicited quotes from four local golf course architectural
firms. Two quotes were received and the other two declined to submit a quote based on time
constraints. Lohmann Quitno Golf Course Architects, Inc. provided the lowest quote and they
have been a reliable firm for the City in past projects, including the preliminary design work
for this project.
Has competitive pricing been obtained for proposed goods/services? Yes, the bid process is
not required by the City Purchasing Policy; however, as stated previously staff reached out to
four firms for quotes on the project.
Recommended Bidder/Proposer is BOLDED
Company Name Dollar Amount Bid
Lohmann Quitno Golf Course Architects $24,600
Martin Design Group $26,000
MJB Golf Design No Quote Received
Jacobson Golf Course Design No Quote Received
In order to have the design work complete before IDOT transfers the pond areas back to the
City for restoration, staff recommends that the contract for design work be awarded now so
it can be started in December of 2020. This will allow for a more seamless transfer from IDOT
contractors to the City for the restoration of the golf course and ensure that the restoration
begins in a timely manner. Therefore, to accelerate the construction schedule, $24,600 of the
total $693,083 budget will be spent in FY2021. Amounts expended in FY2021 from the FY2022
Budget allocation will be adjusted via the rollover process in July.
Below is an estimated summary of Project budget:
FY2021 Funding Source Amount
Budgeted
Amount
Requested
Budgeted?
Y/N
510-6325-476.76-55
Golf Fund $-0- $24,600 N*
* This expense will be included in the FY22 Budget. Staff is requesting authority to advance
the FY22 capital expense.
COUNCIL ACTION: Authorization to Advance FY22 Capital Expense and Approval to Award a
Contract to Lohmann Quitno Golf Course Architects, Inc. for Preparation of Final Construction
Documents for Deerpath Golf Course as Associated with the IDOT Storm Water Project, in the
Amount of $24,600.
10. Approval of a Change Order to the Agreement with Bleck Engineering Company,
Inc. to Provide Additional Engineering Design Services for the Ringwood Road
Ravine Project in the Amount of $18,300
16
Monday, December 7, 2020 City Council Agenda
Staff Contact: Jim Lockefeer, Public Works Management Analyst (810-3542)
PURPOSE AND ACTION REQUESTED: The Public Works Committee and City staff are requesting
approval of a change order with Bleck Engineering Company, Inc. to provide additional
professional engineering design services for the Ringwood Road Ravine Project in the amount
of $18,300.
BACKGROUND/DISCUSSION: During the spring of 2018, City Water & Sewer Section staff
identified a failure of a stone retaining wall on the north side of Ringwood Road, east of
Sheridan Road. The retaining wall supports a stormwater culvert that conveys stormwater
through the Walden ravine. On April 4, 2019, Bleck Engineering inspected the headwall and
the stormwater culvert at the request of the City. Bleck Engineering’s preliminary findings
confirmed that multiple portions of the stone retaining wall had collapsed and that a portion
of the failed wall fell into the box culvert. The failures have also resulted in a portion of the
adjacent ravine slope sliding. Repairs on the north side of Ringwood Road are needed to re-
build the crushed end of the box culvert, the failed retaining wall, and to correct the ravine
slide that has occurred on the slope. On June 17, 2019, City Council approved of an
agreement in the amount of $44,500 with Bleck Engineering to provide a design for these
repairs.
Bleck Engineering substantially completed the project design in October, 2019 in order to
provide an accurate construction cost estimate for the November, 2019 Finance Committee
Budget Meeting. Ultimately, the project was not recommended for construction funding in
Fiscal Year 2021. In preparation of the November, 2020 Finance Committee Budget Meeting,
staff worked with Bleck Engineering to ensure that the estimated construction cost was
updated and accurate. While the original design work for the north side of the road
remained unchanged, Bleck Engineering discovered new ravine stormwater erosion on the
south side of Ringwood Road that has caused an adjacent ravine slope to fail. In addition,
the slope failure has caused some channel obstructions. These issues formed as a result of the
significant rainfall amount the City experienced in the late spring and early summer of 2019
and 2020.
In an effort to complete a comprehensive repair of this particular ravine area, City staff and
the Public Works Committee recommends approving a change order to Bleck Engineering so
that the needed repairs on the south side of the road can be incorporated into the overall
project design for construction.
PROJECT REVIEW/RECOMMENDATIONS:
Reviewed Date Comments
Public Works Committee 11/30/20 Reviewed and Recommended Design
Change Order to City Council
Finance Committee 11/9/20 Project Reviewed and Change Order
Discussed
City Council 6/17/19 Original Contract Awarded by City
Council
Public Works Committee 6/11/19 Reviewed and Recommended Original
Contract to City Council
17
Monday, December 7, 2020 City Council Agenda
BUDGET/FISCAL IMPACT: On September 4, 2018 City Council approved the City Manager to
enter into three year professional service agreements with Bleck Engineering Company, Inc.
and Hey and Associates Inc. for professional public ravine engineering services. The firms
were selected via a public Request for Proposal (RFP) process. The City initiated the process in
an effort to improve efficiency and provide consistency on City ravine projects. As part of the
RFP process, the selected firms submitted their associated team’s hourly rates. Bleck
Engineering was selected to complete the Ringwood Road Ravine Project due to their prior
experience in conducting a preliminary review of the project in April, 2018.
Has City staff obtained competitive pricing for proposed goods/services? Yes
Company Name Dollar Amount Bid
Bleck Engineering Company, Inc. $18,300
Below is an estimated summary of project budget:
FY2021 Funding Source Amount
Budgeted
Amount
Requested
Budgeted?
Y/N
Headwall/Culvert/Ravine Capital $0 $18,300 N
The original project design amount of $44,500 was budgeted in the Capital Improvement
Program for Fiscal Year 2020. This change order for the needed repairs was unanticipated
and therefore unbudgeted. The Public Works Committee and staff recommends funding this
change order from the Headwall/Culvert/Ravine account, specifically utilizing the savings
from the recently constructed Rosemary Ravine Culvert Repair Project. The Rosemary Ravine
Project has a Fiscal Year 2021 budget of $700,000. The approved construction contract
amount with contingency is $560,615, leaving a savings of $139,385.
COUNCIL ACTION: Approval of a Change Order to the Agreement with Bleck Engineering
Company, Inc. to Provide Additional Engineering Design Services for the Ringwood Road
Ravine Project in the Amount of $18,300
11. Approval of a Recommendation from the Public Works Committee to replace
existing Section 152.30 of the City Code with the Lake County Watershed
Development Ordinance as approved by the County of Lake on October 13, 2020
with its adoption by reference
STAFF CONTACT: Robert W. Ells, Superintendent of Engineering (847-810-3555)
PURPOSE AND ACTION REQUESTED: The Public Works Committee and Staff request the
Adoption by reference of the Watershed Development Ordinance of Lake County, Illinois as
amended by the Lake County Board effective October 13, 2020.
BACKGROUND / DISCUSSION: On June 19, 1992, The City of Lake Forest became the first
community in Lake County to adopt the countywide Watershed Development Ordinance
(WDO). This ordinance contains the minimum stormwater and drainage standards by which
all development within the county must be designed. The Lake County Stormwater
18
Monday, December 7, 2020 City Council Agenda
Management Commission (SMC), which is the county agency responsible for overseeing that
this ordinance is being followed on a countywide basis, recognizes The City of Lake Forest as
a Certified Stormwater Community that is able to administer the ordinance on our own with
only periodic review by the SMC. All wetlands related permitting are still administered through
SMC.
Since this ordinance was first adopted in 1992, it has been revised on twelve (12) other
occasions. Periodic review of the Watershed Development Ordinance is undertaken by SMC
to ensure that it is both up to date on technical issues and to remove any ambiguities that
may arise in interpreting the regulations. The Lake County Board adopted the latest revisions
to the Watershed Development Ordinance recommended by the SMC on or about October
13, 2020. A copy of the adoption ordinance and amendments are included in the Council
packet beginning on page 114.
The City of Lake Forest, through the WDO, is in good standing with the National Flood
Insurance Program (NFIP). The NFIP is administered by the Federal Emergency Management
Agency (FEMA) and provides City residents the opportunity to buy flood insurance at a
discounted rate. The WDO allows an Enforcement Officer to resolve drainage and flooding
related concerns within the community. The WDO also regulates infrastructure improvements
and detention requirements within School district jurisdiction. Ever since its adoption in 1992
City has received zero deficiencies from SMC in enforcing the WDO.
PROJECT REVIEW/RECOMMENDATIONS:
Reviewed Date Comments
Public Works Committee 11/30/20 Reviewed and approved
BUDGET/FISCAL IMPACT: N/A
COUNCIL ACTION: Approval of a Recommendation from the Public Works Committee to
replace existing Section 152.30 of the City Code with the Lake County Watershed
Development Ordinance as approved by the County of Lake on October 13, 2020 with its
adoption by reference
12. Consideration of a Staff Recommendation to Award the Contract for GIS Services to
MGP, Inc. in the not-to-exceed amount of $208,514 for Calendar Year 2021
STAFF CONTACT: Brian Joyce, Engineering Supervisor (847-810-3554)
PURPOSE AND ACTION REQUESTED: Staff recommends awarding the contract for GIS Services
to MGP, Inc. in the not-to-exceed amount of $208,514 for calendar year 2021.
BACKGROUND/DISCUSSION: In 2010, the City joined the GIS Consortium (GISC). The GIS
Consortium is a public entity consisting of local governments that work collectively to achieve
the benefits of GIS and related technologies.
Currently there are 40 members in the GISC including Highland Park, Deerfield, Glenview, and
Skokie. The GIS Consortium is based on an innovative approach that manages staffing costs
19
Monday, December 7, 2020 City Council Agenda
by sharing professional resources. The mission of the Consortium is to create value for its
members by identifying opportunities for minimizing cost and risk.
MGP, Inc. is the current service provider for the City's Geographic Information Systems
program and provides technical support services to the entire GIS Consortium. A site
specialist is assigned to each community to manage the day-to-day GIS operations in that
community. The GISC staffing model provides 100% staffing for Lake Forest, with this model,
MGP staff is onsite every day to provide GIS services to city staff, the public and consulting
firms as needed. Each municipality is responsible for approving an annual service provider
contract with MGP to reflect the specific needs and budget of the individual community.
BUDGET/FISCAL IMPACT: The GIS Consortium Service Provider Contract for MGP in Lake Forest
for Calendar Year 2021 is for services not to exceed $208,514, which is a decrease of $478
from the current GIS contract. Services provided will include direct management,
development, and the operation and maintenance of the City’s GIS system. MGP also
provides investigation, research and development of new functionality and capability to
benefit all GIS Consortium members.
Has City staff obtained competitive pricing for proposed goods/services? No
If no, indicate the specific exception requested:
Administrative Directive 3-5, Section 6.1I – Existing Relationship
Beginning on page 132 of your packet is the Calendar Year 2021 GIS Consortium Service
Provider Contract for MGP. January through April expenses will be made from the City’s
FY2021 budget, while May through December expenses will be funded from the City’s FY2022
budget.
Below is an estimated summary of Project budget:
FY2022 Funding Source Amount
Budgeted
Amount
Requested
Budgeted?
Y/N
101-3747-435.35-46 $224,607 $208,514 Y*
*Part of the FY 2022 budget approval process
COUNCIL ACTION Consideration of a Staff Recommendation to Award the Contract for GIS
Services to MGP, Inc. in the not-to-exceed amount of $208,514 for Calendar Year 2021
13. Award of Bid to Illinois Pump in the Amount of $78,908 Plus a 10% Contingency of
$7,890 for a Total of $86,798 for the Lake Forest Water Treatment Plant Pump Rebuild
Project.
STAFF CONTACT: Dan Martin, Superintendent of Public Works (847-810-3561)
PURPOSE AND ACTION REQUESTED: Staff requests City Council award a bid to complete two
water plant pump rebuilds to the recommended low bidder, Illinois Pump in the total amount
of $86,798.
20
Monday, December 7, 2020 City Council Agenda
BACKGROUND/DISCUSSION: The Lake Forest Water Treatment Plant operates five finished
water pumps and six raw water pumps. The finished water pumps consist of two, 3 mgd
(million gallons per day) and three, 6 mgd pumps. These pumps, along with four raw water
pumps, have been in service since 2004. The pumps have been rebuilt at different times on
an as needed basis.
One of the plant’s 6 mgd raw water pumps stopped working earlier in the year and was
found to have a ground faulted motor. This pump is critical to summer time operations. Four
fully functioning raw water pumps are required to meet maximum capacity. If one of the
three remaining pumps were to fail, the water plant would not be able to produce more than
10 mgd.
Sewer Pump #1 at the Spruce & Sheridan sanitary sewer lift station also failed its performance
test this year. Pump rebuilds have a great deal of unknowns that are not found until
disassembled and analyzed at a rebuild facility. Staff created a bidding document that
accounted for every potential repair and requested a bid number be provided. Staff also
specified that OEM parts be used in the rebuilds so that engineered pump performance was
not compromised.
PROJECT REVIEW/RECOMMENDATIONS:
Reviewed Date Comments
Public Works Committee 11/30/2020 Reviewed & Recommended City Council
Approval
BUDGET/FISCAL IMPACT: This project followed the public bidding process as outlined in the
City Purchasing Directive. The Invitation to Bid was advertised in the Lake County News Sun
and posted on the City’s website bid page. Four contractors attended the June 16, 2020
Mandatory Pre-Proposal Meeting and two contractors submitted bids.
Has City staff obtained competitive pricing for proposed goods/services? Yes
On July 2, 2020, staff received the following proposals to perform the pump rebuilds:
Company
Name
RWP 120
Bid
Spruce
Pump 1
Bid
Total for all
pumps
Illinois Pump $45,000 $33,908 $78,908
JJ Henderson $88,000 $60,000 $148,000
Upon review of the received bids, staff recommends proceeding with the low bid submitted
by Illinois Pump. Illinois Pump has successfully completed many projects at the Water Plant,
Sewer Lift Stations, and other City buildings. The slight overage of the 10% contingency
request will be funded by savings from other F.Y. ’21 Water Fund Capital Improvement
Projects.
Below is an estimated summary of project budget:
21
Monday, December 7, 2020 City Council Agenda
FY2021 Funding Source Amount Budgeted
Amount Requested
Including
Contingency
Budgeted?
Y/N
Water Fund CIP
508-6003-477.77.04
$84,000 $86,798 Y
COUNCIL ACTION: Award of Bid to Illinois Pump in the Amount of $78,908 Plus a 10%
Contingency of $7,890 for a Total of $86,798 for the Lake Forest Water Treatment Plant Pump
Rebuild Project.
14. Consideration of an Ordinance Approving a Recommendation from the Building
Review Board. (First Reading, and if Desired by the City Council, Final Approval)
STAFF CONTACT: Catherine Czerniak,
Director of Community Development (810-3504)
PURPOSE AND ACTION REQUESTED: The following recommendation from the Building Review Board
is presented to the City Council for consideration as part of the Omnibus Agenda.
BACKGROUND/DISCUSSION:
80 Washington Road – The Building Review Board recommended approval of the demolition of an
existing single family residence and detached garage. The house has been in deteriorating
condition for some time and was recently acquired by a new owner. The Board also
recommended approval of a replacement house and attached garage. The new house is sited in
generally the same foot print as the existing house. Public testimony in support of the project as
proposed was presented to the Board by several neighbors who noted that redevelopment of the
property will be a significant improvement to the neighborhood. One neighbor questioned the
siting of the house, garage and the driveway. The Board determined that the siting as proposed is
appropriate and consistent with the overall neighborhood. This petition was also considered and
recommended for approval by the Zoning Board of Appeals as detailed in the following agenda
item. (Board vote: 6 - 0, approved)
The Ordinance approving the petition as recommended by the Building Review Board, with key
exhibits attached, is included in the Council packet beginning on page 153. The Ordinance,
complete with all exhibits, is available for review in the Community Development Department.
COUNCIL ACTION: If determined to be appropriate by the City Council, waive first reading
and grant final approval of the Ordinance approving the petition in accordance with the
Building Review Board’s recommendation.
15. Consideration of Ordinances Approving Recommendations from the Zoning Board
of Appeals. (First Reading, and if Desired by the City Council, Final Approval)
STAFF CONTACT: Catherine Czerniak,
Director of Community Development (810-3504)
22
Monday, December 7, 2020 City Council Agenda
PURPOSE AND ACTION REQUESTED: The following recommendations from the Zoning Board of
Appeals are presented to the City Council for consideration as part of the Omnibus Agenda.
BACKGROUND/DISCUSSION:
80 Washington Road – The Zoning Board of Appeals recommended approval of a variance from
the front yard setback to allow construction of a replacement residence in conformance with the
prevailing front yard setback of homes along Washington Road. The Board received testimony
from several neighboring property owners in support of the project and the proposed
improvements to the property. One neighbor raised questions about the siting of the house,
garage and driveway. The Board determined that the site plan as proposed is appropriate and
consistent with the pattern of development in the neighborhood. This petition was also considered
and recommended for approval by the Building Review Board as detailed in the previous agenda
item. (Board vote: 7 - 0, approved)
1388 N. Green Bay Road – The Zoning Board of Appeals recommended approval of a variance
from the lot-in-depth setback to allow an addition to the existing residence. The Board heard
testimony from a neighboring property owner in support of the petition. (Board vote: 7 - 0,
approved)
1150 E. Westleigh Road – The Zoning Board of Appeals recommended approval of a variance from
the required setback to allow a 10 foot extension of an existing non-conforming pool. The existing
pool is an adaptive reuse of an historic feature from the McCormick Estate. There was no testimony
presented to the Board on this petition. (Board vote: 7 - 0, approved)
The Ordinances approving the petitions as recommended by the Zoning Board of Appeals, with key
exhibits attached, are included in the Council packet beginning on page 163. The Ordinances,
complete with all exhibits, are available for review in the Community Development Department.
COUNCIL ACTION: If determined to be appropriate by the City Council, waive first reading
and grant final approval of the Ordinances approving the petitions in accordance with the
Zoning Board of Appeals’ recommendations.
COUNCIL ACTION: Approval of the fifteen (15) omnibus items as presented.
6. ORDINANCES
7. OLD BUSINESS
8. NEW BUSINESS
9. ADDITIONAL ITEMS FOR DISCUSSION/ COMMENTS BY COUNCIL MEMBERS
10. ADJOURNMENT
23
Monday, December 7, 2020 City Council Agenda
A copy of the Decision Making Parameters can be found beginning on page 25 of this
packet.
Office of the City Manager December 2, 2020
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 Jason Wicha, at (847) 234-2600 promptly to allow the City
to make reasonable accommodations for those persons.
24
^Qtu^^
C^'NA<WA£BT-<^
^.Scie^^t^wS^'X.
§.. ^..,,.e-..^
f-l&ff"^
THE CITY OF LAKE FOREST
DECISION-MAKING PARAMETERS FOR CITY COUNCIL,
AND APPOINTED BOARDS & COMMISSIONS
Adopted June 18, 2018
The City of Lake Forest Mission Statement:
"Be the best-managed, fiscally-responsible and appealing community and promote a community
spirit of trust, respect and citizen involvement. "
The Lake Forest City Council, with the advice and recommendations of its appointed advisory
Boards and Commissions, Lake Forest Citizens, and City Staff, is responsible for policy
formulation and approval. Implementation of adopted strategy, policy, budgets, and other
directives of Council is the responsibility of City Staff, led by the City Manager and Senior
Staff. The Mayor and Aldermen, and appointed members of Boards and Commissions should
address matters in a timely, deliberate, objective and process-driven manner, making decisions
guided by the City of Lake Forest Strategic and Comprehensive Plans, the City's Codes,
policies and procedures, and the following parameters:
. Motions and votes should comprise what is in the best long-term interests of all Lake
Forest citizens, measured in decades, being mindful of proven precedents and new
precedents that may be created.
. All points of view should be listened to and considered in making decisions with the
long-term benefit to Lake Forest's general public welfare being the highest priority.
. Fundmg decisions should support effectiveness and economy in providing services
and programs, while mindful of the number ofcidzens benefittmg from such
expenditures.
. New initiatives should be quantified, qualified, and evaluated for their long-tenn merit
and overall fiscal unpact and other consequences to the community.
. Decision makers should be proactive and timely in addressing sto-ategic planning
initiatives, external forces not under control of the City, and other opportunities and
challenges to the community.
Community trust in, and support of, government is fostered by maintaining the integrity of these
decision-making parameters.
The City of Lake Forest 's Decision-Making Parameters shall be reviewed by the City Council on an
annual basis and shall be included on all agendas of the City Council and Boards and Commissions.
25
26
Gorton Community Center
2021 Budget Draft Summary
$ Variance % Variance
2018 2019 2020 2020 Budget 2021 2021 Bgt vs 2021 Bgt vs
Actual Actual Budget Reforcast Budgeted 2020 Refrcst 2020 Refrcst
Operations, net (323,452) (429,430) (359,003) (96,924) (444,788) (347,864) -78.21%
Programs & Events, net 213,692 201,740 208,057 157,142 216,562 59,420 27.44%
Drop-In Center, net (40,198) (30,372) (891) (52,058) 2,656 54,714 2059.81%
Unrestricted Activity 257,252 268,915 191,680 243,901 230,900 (13,001) -5.63%
Income from Operations 107,294 10,852 39,843 252,061 5,330 (246,731)
27
Gorton Community Center
2021 Budget Detail
2021 $ Variance % Variance
2018 2019 2020 2020 Budget 2021 2021 Bgt vs 2021 Bgt vs
Actual Actual Budget Reforcast Budget 2020 Refrcst 2020 Refrcst Notes
Room Rentals & Leases
4001 · Annual Leases 169,665 161,273 175,300 159,369 156,114 (3,255) -2.09%See Annual Leases subschedule
4002 · Daily and Contract Rent, Net 131,593 150,203 133,889 41,914 48,000 6,086 12.68%assumes first 6 months at Phase 4; last 6 months increased activity
4003 · Drop In Center Rent 51,468 53,016 54,604 54,604 54,604 - 0.00%0% increase over 2020
4004 - Theatre Rent 76,488 64,211 77,200 14,404 25,000 10,596 42.38%assumes first 6 months at Phase 4; last 6 months increased activity
4004 - Technical Fees 20,870 19,975 18,000 5,795 8,000 2,205 27.56%assumes first 6 months at Phase 4; last 6 months increased activity
450,084 448,678 458,993 276,086 291,718 15,632 5.36%
Administration Expense
5001 · Payroll
5001.01 · Administration 351,780 412,504 432,969 388,521 432,775 44,254 -10.23%0% increase for line staff
5001.02 · Porter 57,329 56,845 66,157 57,896 39,693 (18,203) 45.86%0% increase to porter payroll
5001.03 · Taxes 31,861 33,032 38,182 33,204 36,144 2,940 -8.13%7.65% of payroll
5001.04 · Payroll Fees 3,278 4,410 3,420 7,337 7,500 163 -2.17%0% increase over 2020
Total 5001 · Payroll 444,248 506,790 540,728 486,958 516,112 29,154 -5.65%
5002 · Porter/Cleaning Services 71,209 73,300 74,054 63,905 65,000 1,095 -1.68%3% increase per vendor on charges
5003 · Copier 5,622 5,204 5,964 5,801 5,900 99 -1.68%$468/mo includes lease and avg copy charge
5004 · Postage 1,298 1,137 1,200 639 1,200 561 -46.75%Same as 2020
5005 · Internet 2,890 2,690 2,940 3,775 4,500 725 -16.11%Comcast $245/mo
5006 - Marketing 37,741 54,219 70,350 41,953 60,000 18,047 -30.08%includes contract for social media, printing of The Window and advertising
5007 · Printing 231 47 600 (400) 600 1,000 -166.67%stationary, misc
5008 · Insurance
5008.02 · Liability Insurance 17,906 23,268 21,499 22,679 22,702 23 -0.10%estimates from insurance broker
5008.03 · Workers Compensation Insurance 4,918 10,719 4,703 5,325 5,255 (70) 1.33%
5008.05 · Liquor Liability Insurance 350 350 300 475 475 - 0.00%
5008.04 · Directors & Officers Insurance 1,896 620 3,237 - 3,237 3,237 -100.00%
5008.10 - Reimbursed Health Insurance (321) 4,130 11,135 12,447 13,000 553 -4.25%50% Subsidy for Participants
Total 5008 · Insurance 24,749 39,087 40,874 40,926 44,669 3,743 -8.38%
5009 · Website Maintenance 3,635 2,330 6,000 3,421 6,000 2,579 -42.98%Blueshoon $3,600, Misc Consultation $2,400
5010 · Accounting 10,300 10,820 10,600 10,900 11,000 100 -0.91%Audit fee per proposal
5011 · Office Supplies 8,403 6,724 10,000 6,585 8,000 1,415 -17.69%
5012 · Utilities
5012.01 · Gas 14,843 16,903 19,570 15,008 20,157 5,149 -25.54%3% increase
5012.02 · Electric 46,232 41,025 46,040 31,668 47,421 15,753 -33.22%3% increase
5012.03 · Water/Sewer 2,448 2,521 2,600 2,156 2,600 444 -17.08%$650/quarter
5012.04 · Telephone 11,331 12,004 12,121 12,006 12,500 494 -3.95%Birch, Marlin, Access, 3% inc.
Total 5012 · Utilities 74,854 72,453 80,331 60,838 82,678 21,840 -26.42%
5014 · Building Maintenance
5014.02 · Pest Control 540 540 540 405 540 135 -25.00%Quarterly service
5014.03 · Cleaning Supplies 9,103 9,318 8,500 8,206 9,500 1,294 -13.62%Rate similar to 2020 due to Covid requirements
5014.10 - Theatre Maintenance 6,380 3,792 11,500 6,678 8,000 1,322 -16.53%annual inspections and supplies
5014.08 · Miscellaneous 11,436 16,197 30,000 33,545 25,000 (8,545) 34.18%elevator, HVAC and other building maintenance
5014.09 · GCC/City Agreement 15,000 - - - -
Total 5014 · Building Maintenance 42,459 29,847 50,540 48,834 43,040 (5,794) 13.46%
5015 · Bank/Credit Chg and Late Fees 22,525 30,441 20,500 13,046 18,000 4,954 -27.52%continue passing some fees on to consumers
5017 · Miscellaneous
5017.01 · Dues and Subscriptions 115 169 15 1,863 1,500 (363) 24.20%Annual Report Fee, Filing Fee
5017.02 - Vending Machine 203 254 - (183) 100 283 -283.00%Net from Vending Machine
5017.03 - License Fees 25 15 - 15 25 10 -40.00%Moved to Dues & Subscriptions
5017.06 · Exec Director's Discretionary Fund - 2,510 10,000 3,423 4,000 577 -14.43%Exec Director Discretionary Fund, non-budgeted items, Chairman's discretionary
5017.05 - Meeting Expense 844 1,754 4,000 1,209 1,600 391 -24.44%Board Meetings, Staff & Misc Meetings
5017.09 - Educaton/Conferences 5,121 4,132 6,500 500 4,000 3,500 -87.50%Arts MW, arts marketing conference, Telluride, Sundance
5017.08 - Staff Development 474 40 3,400 4,309 2,000 (2,309) 115.45%Staff training, staff appreciation
Total 5017 · Miscellaneous 6,782 8,874 23,915 11,136 13,225 2,089 -15.80%
5019 · Computer Equip/Maint/Software 11,124 21,311 20,000 2,020 12,000 9,980 -83.17%Replace computer equipment and ongoing maintenance;
5021 - Strategic Planning Contingency 17,389 - - -
5020 - Non-Capital Items 11,741 1,221 2,000 2,000 2,000 -100.00%carts other miscellaneous
Other Income
4301 · Administrative Fees 4,920 3,034 5,100 5,100 5,100 - 0.00%DIC Agreement, $425/month for copies, accountant, cr card fees
4302 · Interest 1,356 2,527 1,500 945 1,000 55 -5.50%Operating Acct
4304 · Miscellaneous - 214 - 1,223 (1,223) 0.00%
4306 - Distributions - Endowment Fund - - 136,000 163,259 151,318 (11,941) 7.89%See subschedule for calculation
4307 - Covid-19 Relief - - - 256,800 - (256,800) 0.00%See subschedule for calculation
Total Operations Expense 773,536 878,108 817,996 373,010 736,506 363,496 -49.35%
(323,452) (429,430) (359,003) (96,924) (444,788) (347,864) -78.21%
Page 2 of 5
28
Gorton Community Center
2021 Budget Detail
2018 2019 2020 2020 Budget 2021 2021 Bgt vs 2021 Bgt vs
Actual Actual Budget Reforcast Budget 2020 Refrcst 2020 Refrcst Notes
Programs & Events - Income
Programs
4102 · PASTA 116,572 121,449 120,000 48,751 50,050 1,299 2.60%
4101 - Fencing 6,912 13,680 9,042 7,389 7,068 (321) -4.54%
4100 - Knitting 2,385 1,520 1,800 840 840 100.00%
4103 · Yoga 3,478 2,652 2,500 20 2,040 2,020 99.02%
4104 - Dog Obedience/Animal Related 948 1,330 - 0.00%
4106 - Sewing 19,834 24,046 26,500 14,058 14,400 342 2.38%
4107 · Bridge 6,440 5,425 4,400 4,800 4,800 100.00%
4109 · Cooking Classes 11,975 10,455 9,750 2,054 5,700 3,646 63.96%10 Classes per year
4111 · Other 38,995 47,164 55,470 57,370 19,300 (38,070) -197.25%salsarobics, STEM, financial series, tai chi, kids art, cocktails and other
4112 · Manners 9,305 10,540 12,600 30 3,000 2,970 99.00%
4113 · Bubbles Academy 1,350 2,000 - - 0.00%Program discontinued
4116 - Computer/Photo 2,345 120 1,150 900 900 100.00%
4125 - Music Lessons 238 - 200 1,320 1,320 100.00%Piano lessons, guitar lessons
4100 - Meditation 3,375 1,670 1,500 639 1,350 711 52.67%
4100 - Palette & Pours 1,200 1,125 1,750 83 1,750 1,667 95.26%
NEW LINE - DPAL ART CLASSES 24,000 24,000 100.00%
4100 - Improv & Acting 4,555 9,394 7,000 2,400 4,850 2,450 50.52%Acting, Film Camp
4100 - High School Prep 4,797 2,323 1,500 2,550 2,550 100.00%
4122 - Robothink 2,945 4,080 11,500 11,500 100.00%
237,649 254,894 259,242 132,794 155,418 22,624 14.56%
Events
4117 - Safety Town 26,841 14,114 12,500 - 14,114 14,114 100.00%assumes we will be able to run sometime summer 2021
4118 - Dog Day 1,355 522 550 - 700 700 100.00%
4119 - Film Festival & Series 69,765 49,261 47,200 30,508 60,425 29,917 49.51%Childrens Film Fest, Summer, Holiday, Spring Series, Mountain Film, 1st Thurs
4130 - Gene Siskel Film Series 1,700 - - - 0.00%Discontinued
4125 - Hughes Distribution - 19,077 18,500 21,500 20,085 (1,415) -7.05%To cover film cost overages
4120 - Family Concerts 10,815 - 6,500 - 7,140 7,140 100.00%includes one family event and gingerbread
4121 - Kids Only Holiday Shoppe 1,788 1,848 1,800 1,848 1,848 100.00%
4123 - Speakers - - - - 0.00%
4201 - Grotto 6,250 7,620 7,500 7,500 7,500 100.00%fall 2021
4123 - PAC Committee - - - - 0.00%
4128 - Greater Good 53,240 41,456 35,000 28,215 2,500 (25,715) -1028.60%reduced programming for 2021, subsidized by remaining Grainger funds
NEW LINE - Rendezvous Arts 20,430 20,430 100.00%new series
NEW LINE - Storytelling 20,290 20,290 100.00%pulled out of "other"
NEW LINE - Gorton Center Live 29,848 29,848 100.00%pulled out of "other"
4204 - Other 26,717 41,007 35,000 78,768 28,100 (50,668) -180.31%includes burns night, smaller 50 ppl events, sports lecture, murder mystery, wine and cheese, LFCO, summer comedy, block party
4225 - Event Sponorships 43,606 55,000 28,825 55,000 26,175 47.59%Gorton Producer Program
4226 - Signature Events 25,000 14,738 62,963 48,225 76.59%includes Second City, Mike Super, Summer outdoor large music concert and a comedy show sept 2020 tbd
4202 - Jazz Tickets 3,710 3,404 3,400 2,142 6,750 4,608 68.27%alyssa allgood, christmas jazz, possibly red rose
202,181 221,915 247,950 204,696 337,693 132,997 39.38%
Total Program & Event Revenue 439,830 476,808 507,192 337,490 493,111 155,621 31.56%
-
Programs & Events - Expense
Programs
5102 · PASTA Expense 75,666 81,954 84,000 29,538 30,030 492 -1.64%60% of fees after expenses for all PASTA programs
5101 - Fencing 6,350 12,373 6,350 4,154 4,948 794 -16.05%
5100 - Knitting 936 1,312 1,080 588 588 -100.00%
5103 · Yoga 1,788 1,484 1,500 1,224 1,224 -100.00%
5106 - Sewing 13,805 19,624 19,500 9,153 10,080 927 -9.20%
5107 · Bridge 228 1,805 - 2,880 2,880 -100.00%50% of fees
5109 · Cooking Class 9,150 6,942 7,500 750 3,990 3,240 -81.20%
5111 · Other 22,090 24,615 31,800 35,362 11,541 (23,821) 206.40%salsarobics, STEM, financial series, tai chi, kids art, cocktails and other
5112 - Manners 8,526 9,983 9,900 2,100 2,100 -100.00%
5116 - Computer/Photo 1,198 860 750 484 630 146 -23.17%Digital SLR, Iphone Photo
5100 - Meditation 2,240 1,665 900 415 810 395 -48.77%
5100 - Palette & Pours 595 400 1,225 100 1,225 1,125 -91.84%
NEW LINE - DPAL Art Classes 14,400 14,400 -100.00%
5100 - Improv & Acting 1,703 5,681 4,200 661 3,395 2,734 -80.53%Acting, Film Camp
5100 - High School Prep 2,269 929 1,530 1,785 1,785 -100.00%
5122 - Robothink 1,114 - - 8,050 8,050 -100.00%Additional mini camps
5125 - Music Lessons 1,056 1,056 -100.00%
147,658 169,627 170,235 80,617 98,732 18,115 -18.35%
Page 3 of 5
29
Gorton Community Center
2021 Budget Detail
2018 2019 2020 2020 Budget 2021 2021 Bgt vs 2021 Bgt vs
Actual Actual Budget Reforcast Budget 2020 Refrcst 2020 Refrcst Notes
Events
5117 - Safety Town 8,976 9,085 6,000 126 9,085 8,959 98.61%
5118 - Dog Day 487 1,033 1,000 100 100 100.00%
5119 - Film Festival & Series 33,631 40,566 46,400 24,649 54,185 29,536 54.51%Childrens Film Fest, Summer, Holiday, Spring Series, Mountain Film, 1st Thurs
5130 - Gene Siskel Film Series 2,840 - - - 0.00%Discontinued
5120 - Family Concerts 6,817 625 5,700 5,892 5,892 100.00%includes one family event and gingerbread
5121 - Kids Only Holiday Shoppe 410 380 500 380 380 -100.00%
5201 - Grotto 2,894 3,333 2,900 3,300 3,300 -100.00%DJ, decorations, porter
5123 - PAC Committee - - -
NEW LINE - Greater Good 1,000 1,000 -100.00%subsidized by rest of the Grainger funds
NEW LINE - Rendezvous Arts 15,096 15,096 -100.00%new series
NEW LINE - Storytelling 9,843 9,843 -100.00%pulled out of "other"
NEW LINE - Gorton Center Live 17,566 17,566 -100.00%pulled out of "other"
5204 - Other 21,025 49,020 25,000 73,106 24,430 (48,676) 199.25%includes burns night, smaller 50 ppl events, sports lecture, murder mystery, wine and cheese, LFCO, summer comedy, block party
5202 - Jazz 1,400 1,400 1,400 1,850 3,100 1,250 -40.32%alyssa allgood, christmas jazz, possibly red rose
5226 - Signature Event 40,000 33840 33,840 -100.00%includes Second City, Mike Super, Summer outdoor large music concert and a comedy show sept 2020 tbd, block party
78,480 105,442 128,900 99,731 177,817 78,086 -43.91%
Total Program & Events Expense 226,138 275,069 299,135 180,348 276,549 96,201 -34.79%
Programs & Events, net 213,692 201,740 208,057 157,142 216,562 59,420 27.44%
Drop-In Center - Income
4401.1 - Enrollment 14,455 16,880 20,000 7,682 13,000 5,318 40.91%
4402 · Hourly 198,472 193,023 215,000 126,053 186,000 59,947 32.23%includes temporary 20% incease in fees
4403 - Lunch Bunch 9,698 11,507 15,000 6,181 11,000 4,819 43.81%increase to $5
4404 · Camp Gorton/Mini Camps 40,356 42,378 49,000 18,990 30,000 11,010 36.70%
4405 · Other - 0.00%
4405.04 · Other-Donations 2,529 526 1,000 615 (615) 0.00%
4405.1 · Book Fair - - 489 (489) 0.00%
Childcare Restoration Grant/Other 60,330 - (60,330) 0.00%
Total 4405 · Other 2,529 526 1,000 61,434 - (1,104) 0.00%
Total Revenue, Drop-In Center 265,510 264,313 300,000 220,340 240,000 79,660 8.19%
Drop-In Center - Expense
5401 · Payroll
5401.01 · Drop In Center 208,531 199,421 195,573 182,860 149,382 (33,478) 22.41%0% increase
5401.04 · Taxes 16,169 15,256 14,961 13,983 11,428 (2,555) 22.36%7.65% of payroll
5401.05 · Payroll Fees 1,554 1,511 1,300 1,327 1,430 103 -7.20%est $55/payroll
Total 5401 · Payroll 226,254 216,188 211,834 198,170 162,240 (35,930) 22.15%
5402 · Administrative Services 4,920 3,509 5,000 5,644 5,000 (644) 12.88%Payable to GCC for copies, cr card fees, admin
5403 · Rent 51,468 53,016 53,807 54,471 54,604 133 -0.24%3% increase
5404 · Telephone 674 720 1,000 767 1,000 233 -23.30%
5405 · Staff Development/Education 608 733 1,500 620 100 (520) 520.00%Staff Meetings
5406 · Office Supplies 436 345 350 557 100 (457) 457.00%Toner, misc supplies
5407 · Classroom Supplies 1,974 1,873 1,000 2,290 400 (1,890) 472.50%
5407.1 - Snack Expense 513 928 2,400 1,376 700 (676) 96.57%
5407.2 - Lunch Expense 10,652 10,226 15,000 5,248 6,900 1,652 -23.94%Nets against Lunch Bunch Income
5408 · Cleaning & Laundry 4,645 5,423 5,000 2,561 5,000 2,439 -48.78%$417/month
5409 - Marketing 78 363 500 80 100 20 -20.00%
5410 · Camp 878 747 500 700 700 -100.00%Camp Gorton, mini camp expenses
5413 · Classroom Equipment - - 1,000 262 500 238 -47.60%Painting, misc equipment
5414 · Miscellaneous 2,608 615 2,000 352 - (352) 0.00%Food Service Permit, Parent Coffees, health record service
Total Expense, Drop-In Center 305,708 294,686 300,891 272,398 237,344 (35,054) 14.77%
Drop-In Center, net (40,198) (30,372) (891) (52,058) 2,656 54,714 2059.81%
-
Total Gorton Operations (149,958) (258,063) (151,837) 8,160 (225,570) (233,730) 103.62%
5021 - Depreciation Expense (246,602) (277,494) (282,000) (282,000) (291,017) (9,017) -3.10%Based on projected 2019 Cap Exp
(396,560) (535,557) (433,837) (273,840) (516,587) (242,747) -46.99%
Page 4 of 5
30
Gorton Community Center
2021 Budget Detail
2018 2019 2020 2020 Budget 2021 2021 Bgt vs 2021 Bgt vs
Actual Actual Budget Reforcast Budget 2020 Refrcst 2020 Refrcst Notes
Unrestricted Activity
Donations - Income
4501 - General Donations
4501.13 - Spring/Fall Appeal 239,538 - 0.00%old category
4501.51 - Unrestricted - Individual 34,204 - 0.00%old category
4501.52 - Unrestricted - Corporation 1,110 - 0.00%old category
4501.53 - Unrestricted - Foundation 15,038 17,300 - 0.00%old category
4501 - 1 Quarter Donations 30,555 32,000 23,234 28,000 4,766 17.02%Budget reflects strategic plan goals plus to match previous actuals
4501 - Spring Appeal 50,738 55,000 115,478 75,000 (40,478) -53.97%Budget reflects strategic plan goals plus to match previous actuals
4501 - 3rd Quarter Donations 10,019 11,000 15,151 18,000 2,849 15.83%Budget reflects strategic plan goals plus to match previous actuals
4501 - Fall Appeal 190,680 176,000 166,125 190,000 23,875 12.57%Budget reflects strategic plan goals plus to match previous actuals
4501.80 - In-Kind Donations 6,936 17,561 7,680 5,000 9,900 4,900 49.49%Safety Town Storage $640/mo
4501 - Discount on Pledges 3,559 - - 0.00%
300,385 316,853 281,680 324,988 320,900 (4,088) -1.27%
Donations - Expense 68,021 73,056 90,000 81,087 90,000 8,913 -9.90%2 Appeals, Event, 2 Development Salaries & Taxes (second position moved from strategic programming)
Unrestricted Donations, net 232,363 243,797 191,680 243,901 230,900 (13,001) -5.63% Annual Report (Appeal cost has decreased with new vendor), Event
-
Events Committee
4504.1 - Income 38,772 39,103 - - - 0.00%Moved to program & events (second city & GPP)
5504.1- Fundraising Expenses 13,883 13,985 - - - 0.00%Moved to program & events (second city)
Events Committee, net 24,889 25,118 - - - - 0.00%
Unrestricted Activity, net 257,252 268,915 191,680 243,901 230,900 (13,001) -5.63%
Temporarily Restricted Activity
6005 - Restricted Fund Income 70,826 37,150 - 37,845 (37,845) 0.00%
6004 - Restricted Fund Expenditure (151,927) (93,985) - (39,038) 39,038 0.00%
Temporarily Restricted Activity, net (81,101) (56,835) - (1,193) - 1,193 0.00%
Permanently Restricted Activity
Hughes Film Series
6010 - Hughes Film Series Income 13,204 14,209 7,500 10,999 8,000 (3,499) -37.49%
6011 - Management Fees (5,677) (5,480) (5,015) (4,981) (5,900) (919) 15.58%.85% of projected balance of $590,375
6013 - Unrealized Gain/Loss on Investments (27,545) 86,406 - (14,250) 14,250 0.00%
6015 - Draws on Investment Acct (20,546) (19,077) (18,500) (21,500) (20,000) 1,500 -7.50%Draw for film expenses
Hughes Film Series Activty, net (40,563) 76,058 (16,015) (29,732) (17,900) 11,832 -66.10%
Permanently Restricted Donations 0.00%
6002 - Realized Gain/Loss on Investments - 144 - - 0.00%
6003 - Unrealized Gain/Loss on Investments (275,927) 719,126 - 131,637 (131,637) 0.00%
6006 - Income from Investments 87,418 96,822 80,000 80,912 80,000 (912) 1.14%
6011 - Draws on Investment Acct - - (136,000) (163,259) (151,318) 11,941 7.89%See subschedule
6012 - Permanently Restricted Fund Income 0.00%
6007 - Permanently Restricted Donations 95,000 25,000 20,000 - - 0.00%Donations to Endowment
6008 - Gain/Loss on Stock Sale 125 - - 0.00%Gain/Loss on stock gift holding period
6008 - Management Fees (35,978) (38,819) (43,200) (36,028) (40,832) (4,804) -11.77%.85% of projected balance of $4,320,556
Permanently Restricted Donation Actvity, net (129,362) 802,272 (79,200) 13,262 (112,150) (125,412) 111.83%
Total Permanently Restricted Activity (169,925) 878,331 (95,215) (16,470) (130,050) (113,580) 87.34%
Total Unrestricted, Temp Restr, Perm Restr Activity 6,227 1,090,411 96,465 226,238 100,850 (125,388) -124.33%
Net Income/Loss (390,334) 554,855 (337,372) (47,602) (415,737) (368,135) 88.55%
Page 5 of 5
31
2015 2016 2017 2018 2019 2020 2020 2021 2022 2023
Total (FY16)Actual Actual (FY19)(FY20)(FY21)actual (FY22)(FY23)(FY 24)
D. GCC Capital Expenditures
1 Cleaning & Inspection of Auditorium Murals 5,000$ 5,000$ 5,000$
2 Two entrance signs for Gorton 18,000$ 18,000$
3 Update Bathrooms 77,500$ 30,000$ 11,500$ 18,000$ -$ 18,000$
4 DIC Playground Equipment/Flooring Replacement 52,723$ -$
5 Replacement of air conditioner 11,475$
6 Keyless Access System for Exterior Doors (Note 1)37,100$ 37,100$
7 Wood Floor Refinishing 6,500$ 2,500$ 4,000$
8 Concrete flooring sealant (all floors in North Addition)7,500$ 7,500$
9 Painting interior of building including public rooms & halls 59,600$ 8,000$ 18,000$ 15,000$ 600$ 9,000$ 9,000$
10 Lower level hall and annex cement grinding/staining 41,720$ 41,720$
11 New Website 42,000$ 30,000$ 12,000$
12 Contingency - 2015 Renovation -$
13 Theater Board Cover -$
14 Update Grotto -$
15 Replace Carpet in Nagel Room and upstairs offices 7,600$ 7,600$
16 Security cameras 14,500$ 10,000$ 4,500$
17 Folding Chairs (200 @ $28)5,600$ 5,600$
18 Water Heater 11,350$ 11,350$
19 Big Blue Blocks 7,500$ 7,500$
20 Theater Lighting -$ 7,190$ TBD
21 Sealcoat and Stripe Parking Log 6,000$ 6,000$
22 Card Tables 1,400$ 1,400$
23 Refinish DIC Cement Flooring - Carpeted 5,746$ 20,000$
24 Draperies - Friends/1861 - Not Budgeted -$
25 Commercial Refrigerator - Not Budgeted -$
26 2nd floor and lower level kitchen update 10,000$ TBD 10,000$
27 Mac Laptop 3,500$ 3,500$
28 Handrail for Theater Stairs 3,500$ 3,500$
29 Stage Monitor Patch 4,500$ 4,500$
30 Hallway wayfinding and security signage 1,300$
31 Storm Windows 3,300$
32 Trash receptical door repair
33 Theater carpet 9,000$ -$ 9,000$
34 Custom refrigerated drawer for bar area in Glore solarium 5,000$ -$ 5,000$
35 Theater speakers and microphones 6,500$ -$ 6,500$
36 Landscaping
37 Ask Joan building activity system 5,000$ -$ 5,000$
38 Upgrade one classroom with new technology 8,000$ 8,000$ 8,000$
39 Video streaming program 8,000$
40 Recovering armchairs in Nagel Room 6,000$
41 UV Light system for HVAC TBD TBD
440,314$ 41,720$ -$ 67,100$ 116,540$ 55,700$ 74,500$ 8,600$ 33,500$ 38,500$
4,793,766$ 41,720$ 11,534$ 67,100$ 116,540$ 74,500$ 8,600$ 33,500$ 38,500$ Total Gorton Capital Improvements (C and D)
Gorton Community Center Capital Budget (Gorton's Responsibility)
32
ACTUAl ACTUAL ACTUAL ESTIMATE BUDGET PROJECTED PROJECTED PROJECTED
2017 2018 2019 2020 2021 2022 2023 2024
Fund Balance 1/1 8,612,019 8,895,998 8,482,290 9,036,633 8,989,031 8,573,294 8,235,037 7,895,092
Revenue
Room Rentals/Leases 385,321 450,084 395,622 276,086 291,718 458,993 472,763 486,946
Programs and Events 286,031 399,542 488,186 337,490 493,111 507,192 522,408 538,080
Drop In Center 276,274 265,511 264,314 220,340 240,000 300,000 309,000 318,270
Unearned Revenue/Contributions 403,539 341,873 387,865 507,969 320,900 281,680 290,130 298,834
Total Revenue 1,351,165 1,457,010 1,535,987 1,341,885 1,345,729 1,547,865 1,594,301 1,642,130
Expenses
Administration 807,934 859,300 970,922 800,337 826,506 907,996 935,236 963,293
Programs and Events 155,397 226,728 275,112 180,348 276,549 299,135 308,109 317,352
Drop In Center 297,834 305,986 238,627 272,398 237,344 300,891 309,918 319,215
Total Expenses 1,261,165 1,392,014 1,484,661 1,253,083 1,340,399 1,508,022 1,553,263 1,599,861
Operating Income 90,000 64,996 51,326 88,802 5,330 39,843 41,038 42,269
Depreciation Expense (259,173)(267,964)(277,494)(282,000)(291,017)(282,000)(282,000)(282,000)
Temporarily Restricted Activity, Net (80,286)(61,361)53,029 (1,193)0 0 0 0
Permanently Restricted Activity, Net 533,438 (149,379)727,482 146,789 (130,050)(96,100)(98,983)(101,952)
Other
Net Income 283,979 (413,708)554,343 (47,602)(415,737)(338,257)(339,945)(341,683)
Fund Balance 12/31 8,895,998 8,482,290 9,036,633 8,989,031 8,573,294 8,235,037 7,895,092 7,553,409
Check: ending FB audit report 8,895,998 8,482,290 9,036,633
Difference 0 0 0
*Note that Permanently Restricted Activity, net includes a 3% draw on on the investment account and does not reflect any unrealized gain or loss on the investments
Gorton Community Center
FIVE YEAR FORECAST
33
Attachment 1
PROJECTED 2020 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 2020 is as follows:
2019 EAV for The City of Lake Forest 2,457,796,598
Estimated average change to existing property -1.13%
2020 EAV for existing property 2,430,068,169
Total Estimated New Construction Growth for 2020 8,844,742$
Total Projected EAV for 2020 Tax Levy 2,438,912,911$
COMPUTATION OF MAXIMUM TAX EXTENSION FOR 2020 UNDER THE PROPERTY TAX
EXTENSION LIMITATION ACT
A.Tax Levy Extensions for the 2019 Tax Year (Excluding Debt 31,308,003$
Service, Special Rec and partial Fire Pension Tax Levy Extension)
B.Total Projected EAV for 2020 Tax Levy 2,438,912,911$
C.Total Estimated New Construction Growth for 2020 8,844,742$
D.CPI Increase for 2020 Levy 2.30%
Step 1 Numerator of Limiting Rate:31,308,003$ X 102.300%=32,028,087$
Step 2 Denominator of Limiting Rate:2,438,912,911$ -8,844,742 =2,430,068,169$
Step 3 Limiting Rate (Per $100 EAV):32,028,087$ /2,430,068,169 =0.01318$
Step 4 Maximum Tax Extension for 2020 Tax Year 2,438,912,911$ X 0.01318$ =32,144,660$
(Excluding Debt Service Tax Levy Extension):
Step 5 Added Tax Levy Extension Based on New =116,573$
Growth (Step 4 minus Step 1)
Aggregate Levy - Truth in Taxation Estimate:102.67%
Tax Cap 2.30%
TIF 0.00%
New Construction 0.37%
2.67%
ESTIMATING EQUALIZED ASSESSED VALUATION, TAX LEVY LIMITATIONS
AND NEW GROWTH PROJECTIONS FOR 2020
11/10/20208:15 AM taxlevy2020_draft
34
The City of Lake Forest
Tax Levy
2020
Attachment 2
FUND 2020 LEVY 2019 Extension $ CHANGE % CHANGE
General $14,673,647 14,343,741 329,906 2.30%
Pension Funds
IMRF/SS - Funded Ratio 95.31%1,275,189 1,246,519 28,670 2.30%
Police Pension - Funded Ratio 48.04%2,988,076 2,690,747 297,329 11.05%
Fire Pension - Funded Ratio 64.45%2,106,002 1,791,414 314,588 17.56%
Sub-Total Pension Funds 6,369,267 5,728,680 640,587 11.18%
Other Funds
Recreation and Parks 4,819,086 4,710,739 108,347 2.30%
Recreation and Parks-IMRF/SS 592,050 578,739 13,311 2.30%
Special Recreation 0
Capital Improvements (Cap Applies)1,541,725 1,538,000 3,725 0.24%5 year forecast
Recreation and Parks/Specific Purpose 125,000 125,000 0 0.00%
Library 3,952,561 3,863,755 88,806 2.30%TBD
Library-sites 428,994 419,349 9,645 2.30%TBD
Sub-Total Other Funds 11,459,416 11,235,582 223,834 1.99%
TOTAL LEVY UNDER TAX CAP 32,502,330 31,308,003 1,194,327 3.81%
Bond Funds (Cap Applies)
2010/2013 GO Bonds MS/CIP 1,328,275 1,328,986 (711)-0.05%
2009 GO Bonds Western 252,700 255,545 (2,845)-1.11%
Extension Adjustment 18,117 (18,117)
2015 GO Bonds - CIP 248,112 225,363 22,749 10.09%
Sub-Total Bond Funds 1,829,087 1,828,011 1,076 0.06%
TOTAL TAX LEVY BEFORE
NEW GROWTH and ALLOWANCES 34,331,417 33,136,014 1,195,403 3.61%
Fire Pension PA 93-0689 120,316 103,768 16,548 15.95%
Special Recreation 494,995 483,866 11,129 2.30%
Plus New Growth 116,573 116,573 N/A
GRAND TOTAL TAX LEVY 35,063,301 33,723,648 1,339,653 3.97%
Ord 2013-70 Debt/Capital Cap 3,370,812 3,366,011 4,801 0.14%Cap $3,525,580
Aggregate Levy (Truth in Taxation)33,234,214 31,895,637 1,338,577 4.20%Public hearing if
increase >5.0%
DISTRIBUTION OF GROWTH
General Fund Levy -102,397$
Library Levy -14,176
TOTAL NEW GROWTH 116,573$
Public Safety
pension fee
11/10/20208:15 AM taxlevy2020_draft
35
The City of Lake Forest
Tax Levy
2020
Attachment 2b
FUND 2020 LEVY 2019 Extension $ CHANGE % CHANGE
General $14,673,647 14,343,741 329,906 2.30%
FY22 Adjustments (435,000)(435,000)
Pension Funds
IMRF/SS - Funded Ratio 95.31%1,275,189 1,246,519 28,670 2.30%
Police Pension - Funded Ratio 48.04%2,988,076 2,690,747 297,329 11.05%
Fire Pension - Funded Ratio 64.45%2,106,002 1,791,414 314,588 17.56%
Sub-Total Pension Funds 6,369,267 5,728,680 640,587 11.18%
Other Funds
Recreation and Parks 4,819,086 4,710,739 108,347 2.30%
FY22 Adjustments 435,000 435,000
Recreation and Parks-IMRF/SS 592,050 578,739 13,311 2.30%
Special Recreation 0
Capital Improvements (Cap Applies)1,541,725 1,538,000 3,725 0.24%5 year forecast
Recreation and Parks/Specific Purpose 125,000 125,000 0 0.00%
Library 3,952,561 3,863,755 88,806 2.30%TBD
Library-sites 428,994 419,349 9,645 2.30%TBD
Sub-Total Other Funds 11,894,416 11,235,582 658,834 5.86%
TOTAL LEVY UNDER TAX CAP 32,502,330 31,308,003 1,194,327 3.81%
Bond Funds (Cap Applies)
2010/2013 GO Bonds MS/CIP 1,328,275 1,328,986 (711)-0.05%
2009 GO Bonds Western 252,700 255,545 (2,845)-1.11%
Extension Adjustment 18,117 (18,117)
2015 GO Bonds - CIP 248,112 225,363 22,749 10.09%
Sub-Total Bond Funds 1,829,087 1,828,011 1,076 0.06%
TOTAL TAX LEVY BEFORE
NEW GROWTH and ALLOWANCES 34,331,417 33,136,014 1,195,403 3.61%
Fire Pension PA 93-0689 120,316 103,768 16,548 15.95%
Special Recreation 494,995 483,866 11,129 2.30%
Plus New Growth 116,573 116,573 N/A
GRAND TOTAL TAX LEVY 35,063,301 33,723,648 1,339,653 3.97%
Ord 2013-70 Debt/Capital Cap 3,370,812 3,366,011 4,801 0.14%Cap $3,525,580
Aggregate Levy (Truth in Taxation)33,234,214 31,895,637 1,338,577 4.20%Public hearing if
increase >5.0%
DISTRIBUTION OF GROWTH
General Fund Levy -102,397$
Library Levy -14,176
TOTAL NEW GROWTH 116,573$
Public Safety
pension fee
11/10/20208:15 AM taxlevy2020_draft
36
The City of Lake Forest
Tax Levy
2020Attachment 3
FUND 2020 LEVY 2019 Extension $ CHANGE % CHANGE
General $14,341,044 14,343,741 (2,697)-0.02%
Pension Funds
IMRF/SS 1,275,189 1,246,519 28,670 2.30%
Police Pension 2,988,076 2,690,747 297,329 11.05%
Fire Pension 2,226,318 1,895,182 331,136 17.47%
Sub-Total Pension Funds 6,489,583 5,832,448 657,135 11.27%
Agency Funds
Recreation and Parks 5,254,086 4,710,739 543,347 11.53%
Recreation and Parks-IMRF/SS 592,050 578,739 13,311 2.30%
Recreation and Parks-Specific Purpose 125,000 125,000 0
Special Recreation 494,995 483,866 11,129 2.30%
Capital Improvements 1,541,725 1,538,000 3,725
Library 3,966,737 3,863,755 102,982 2.67%
Library-sites 428,994 419,349 9,645 2.30%
Sub-Total Agency Funds 12,403,587 11,719,448 684,139 5.84%
33,234,214 31,895,637 1,338,577 4.20%
Bond Funds
2010 GO Bonds MS/CIP 1,328,275 1,328,986 (711)-0.05%
2009 GO Bonds Western 252,700 255,545 (2,845)-1.11%
Extension Adjustment 18,117 (18,117)
2015 GO Bonds - CIP 248,112 225,363 22,749
Sub-Total Bond Funds 1,829,087 1,828,011 1,076 0.06%
GRAND TOTAL TAX LEVY 35,063,301 33,723,648 1,339,653 3.97%
11/10/20208:15 AM taxlevy2020_draft
37
The City of Lake Forest
Tax Levy
2020
Explanation of Homeowner Increase
Attachment 4
2020 LEVY 2019 Extension $ CHANGE % CHANGE
Levy before growth and exclusions 32,502,330$ 31,308,003$ 1,194,327$ 3.81%
Plus growth and exclusions 731,884 587,634 144,250$
TOTAL LEVY UNDER TAX CAP 33,234,214$ 31,895,637$ 1,338,577$ 4.20%
Bond Funds 1,829,087 1,828,011 1,076$ 0.06%
TOTAL TAX LEVY 35,063,301$ 33,723,648$ 1,339,653$ 3.97%
Increase excl new growth/exclusions 34,331,417 33,136,014 3.61%
2020 2019
Forecast Actual
City Equalized Assessed Value ( EAV)2,438,912,911 2,457,796,598
1/3 market value
City Levy 35,063,301 33,723,648
Tax Rate 1.4377 1.3721 levy divided by EAV X 100
Average Home Market Value 790,975$ 800,000$
EAV 263,658 266,667
EAV X Tax Rate/100 3,791$ 3,659$ 132$ 3.60%
This is the impact projected on an average existing home.
This represents 22% (City) and 3% (Library) of the entire tax bill.
(Impacts on individual properties may differ.)
11/10/20208:15 AM taxlevy2020_draft
38
TAX LEVY 2020-2021
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, 2020 AND ENDING APRIL 30, 2021.
WHEREAS, because of legal requirements relating to pension funding, the City is required to
increase its annual levy to responsibly meet these obligations; and
WHEREAS, because of uncertainties relating to actual and potential Statewide legislation
affecting revenue and tax issues for all municipalities, the City is unable to plan with any levy of
predictability, which creates a bona fide emergency beyond the City's control for purposes
of fiscal planning; and
WHEREAS, due to these legal requirements and bona fide emergency, the City is required to
increase its annual tax levy at levels exceeding the levels set forth in the "tax cap" law,
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, 2020 and ending April 30, 2021 was duly passed
the 20th of July, 2020 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 sixty-eight million, six hundred nine thousand, five hundred eighty-two
dollars ($68,609,582) 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, 2020 and ending April 30, 2021 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 sixty-eight million, six hundred nine thousand,
five hundred eighty-two dollars ($68,609,582) hereto appropriated and hereby levied, respectively are
as follows, to wit:
GENERAL FUND Tax Levy
Appropriation 2020-2021
General Government
Salaries and Benefits 2,822,132$ 1,816,490$
Supplies/Other Services and Charges 4,976,048 3,202,876$
Contingency - to meet expenses of emergencies
and optional expenses not otherwise provided for 3,699,844 -
TOTAL GENERAL GOVERNMENT 11,498,024$ 5,019,366$
Legal
Contractual Services 450,000$ 286,821$
TOTAL LAW 450,000$ 286,821$
1 of 9 DRAFT-12/07/20CC 39
Tax Levy
Appropriation 2020-2021
Community Development
Salaries and Benefits 1,468,752$ -$
Supplies/Other Services and Charges 343,047 -
Capital Equipment - -
-
TOTAL COMMUNITY DEVELOPMENT 1,811,799$ -$
Public Works Administration
Salaries and Benefits 396,900$ 351,290
Supplies/Other Services and Charges 89,191 78,941
-
TOTAL PUBLIC WORKS ADMINISTRATION 486,091$ 430,231$
Public Buildings
Building Maintenance Administration
Salaries and Benefits 799,007$ 387,580
Supplies/Other Services and Charges 679,217 329,472
TOTAL PUBLIC BUILDINGS 1,478,224$ 717,052$
Streets
Salaries and Benefits 1,037,102$ -$
Supplies/ Other Service and Charges 732,117 -
TOTAL STREETS 1,769,219$ -$
Sanitation
Salaries and Benefits 1,235,474$ 762,798$
Supplies/ Other Service and Charges 1,087,287 671,306
TOTAL SANITATION 2,322,761$ 1,434,104$
Storm Sewers
Salaries and Benefits 123,738$ 115,501$
Supplies/ Other Service and Charges 29,900 27,909
TOTAL STORM SEWERS 153,638$ 143,410$
Engineering
Salaries and Benefits 545,212$ 170,557$
Supplies/ Other Service and Charges 371,658 116,264
TOTAL ENGINEERING 916,870$ 286,821$
2 of 9 DRAFT-12/07/20CC 40
Tax Levy
Appropriation 2020-2021
Fire
Fire Administration
Salaries and Benefits 4,909,331$ 2,364,223
Supplies/ Other Service and Charges 319,133 153,687
Capital Equipment - -
Sub-Total 5,228,464$ 2,517,910$
Emergency Medical Services
Supplies/ Other Service and Charges 28,813$ 13,876
Sub-Total 28,813$ 13,876$
Fire Suppression
Supplies/ Other Service and Charges 103,000$ 49,602
Sub-Total 103,000$ 49,602$
TOTAL FIRE 5,360,277$ 2,581,388$
Police
Salaries and Benefits 6,502,406$ 2,901,741$
Supplies/ Other Service and Charges 1,210,314 540,110
TOTAL POLICE 7,712,720$ 3,441,851$
TOTAL AMOUNT APPROPRIATED FROM GENERAL FUND 33,959,623$ 14,341,044$
Less: Total amount appropriated from other sources 19,618,579
other than Tax Levy
Sub-Total 14,341,044
TOTAL AMOUNT TO BE RAISED BY TAX LEVY FOR
GENERAL FUND 14,341,044$
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 919,411$ 637,595$
General Fund - Social Security 698,158 637,594
Parks and Recreation Fund - IMRF 389,339 296,025
Parks and Recreation Fund - Social Security 348,255 296,025
-
TOTAL AMOUNT APPROPRIATED FROM ILLINOIS 2,355,163$ 1,867,239$
MUNICIPAL RETIREMENT AND SOCIAL SECURITY
3 of 9 DRAFT-12/07/20CC 41
Tax Levy
Appropriation 2020-2021
Less: Total amount appropriated from other sources 487,924
other than Tax Levy
Sub-Total 1,867,239
TOTAL AMOUNT TO BE RAISED BY TAX LEVY FOR
ILLINOIS MUNICIPAL RETIREMENT AND SOCIAL SECURITY 1,867,239$
FIREFIGHTERS'S PENSION FUND
Other Services and Charges 3,063,274$ 2,106,002$
Contingency to meet expenses for emergencies and expenses
not otherwise provided for 318,359 -
TOTAL AMOUNT APPROPRIATED FOR PAYMENT
TO THE FIREFIGHTERS'S PENSION FUND 3,381,633$ 2,106,002$
Less: Total amount appropriated from other sources
other than Tax Levy 1,275,631
Sub-Total 2,106,002
TOTAL AMOUNT TO BE RAISED BY TAX LEVY FOR
THE FIREFIGHTERS'S PENSION FUND 2,106,002$
Other Services and Charges 120,316$ 120,316$
TOTAL AMOUNT TO BE RAISED BY TAX LEVY FOR
THE FIREFIGHTERS'S PENSION FUND LAW PA 93-0869 120,316$ 120,316$
POLICE PENSION FUND
Other Services and Charges 3,360,806$ 2,988,076$
Contingency to meet expenses for emergencies and expenses
not otherwise provided for 336,081 -
TOTAL AMOUNT APPROPRIATED FOR PAYMENT
TO THE POLICE PENSION FUND 3,696,887$ 2,988,076$
Less: Total amount appropriated from other sources 708,811
other than Tax Levy
Sub-Total 2,988,076
TOTAL AMOUNT TO BE RAISED BY TAX LEVY FOR
THE POLICE PENSION FUND 2,988,076$
4 of 9 DRAFT-12/07/20CC 42
Tax Levy
Appropriation 2020-2021
PARKS AND RECREATION FUND
Parks and Forestry
Administration
Salaries and Benefits 2,263,063$ 2,028,780$
Supplies/ Other Service and Charges 676,846 606,776
Capital Equipment 155,000 138,954
Sub-Total 3,094,909$ 2,774,509$
Grounds Maintenance
Supplies/ Other Service and Charges 385,500$ 345,591$
Sub-Total 385,500$ 345,591$
Athletic Field Plg/Tennis
Supplies/ Other Service and Charges 97,500$ 87,406$
Sub-Total 97,500$ 87,406$
Lake Front Facilities
Supplies/ Other Service and Charges 36,500$ 32,721$
Sub-Total 36,500$ 32,721$
Tree Trimming
Supplies/ Other Service and Charges 45,750$ 41,014$
Sub-Total 45,750$ 41,014$
Tree Removal
Supplies/ Other Service and Charges 21,500$ 19,274$
Sub-Total 21,500$ 19,274$
Insect & Disease
Supplies/ Other Service and Charges 15,000$ 13,447$
Sub-Total 15,000$ 13,447$
Tree & Shrub Planting/Care
Supplies/ Other Service and Charges 12,500$ 11,206$
Sub-Total 12,500$ 11,206$
TOTAL PARKS AND FORESTRY SECTION 3,709,159$ 3,325,169$
Recreation
Recreation Programs
Salaries and Benefits 3,132,715$ 1,027,298$
Supplies/ Other Service and Charges 1,267,943 415,791$
Capital Equipment - -$
Sub-Total 4,400,658$ 1,443,089$
Parks Equipment Reserve 155,000 50,828$
Recreation and Parks Specific Purpose 125,000 125,000$
Recreation Center Capital Equipment 50,000 50,000$
5 of 9 DRAFT-12/07/20CC 43
Tax Levy
Appropriation 2020-2021
Parks and Forestry Tree Replacement and Landscaping 100,000 100,000$
Parks and Recreation Capital Asset Replacement Program (CARP)285,000 285,000$
Contingency to meet expenses of emergencies and expenses
not otherwise provided for 956,241 -
TOTAL RECREATION SECTION 6,071,899$ 2,053,917$
TOTAL AMOUNT APPROPRIATED FROM THE PARKS AND 9,781,058
RECREATION FUND
Less: Total amount appropriated from other sources 7,727,141
other than Tax Levy
Sub-Total 5,379,086
TOTAL AMOUNT TO BE RAISED BY TAX LEVY FOR
THE PARKS AND RECREATION FUND 5,379,086$
Special Recreation
Salaries and Benefits 57,182$ 51,731$
Supplies/Other Services and Charges 289,971 262,330
Capital Improvements 199,999 180,934
Contingency to meet expenses of emergencies and
operational expenses not otherwise provided for 54,715 -
TOTAL AMOUNT TO BE RAISED BY TAX LEVY FOR
SPECIAL RECREATION 601,867$ 494,995$
Capital Improvements Fund
Supplies/Other Services and Charges 6750
Capital Equipment 812,000
Capital Improvements 4,864,953 1,541,725
Contingency to meet expenses of emergencies and capital
improvements not otherwise provided for 568,370
TOTAL AMOUNT TO BE RAISED BY TAX LEVY FOR
CAPITAL IMPROVEMENTS 6,252,073.00$ 1,541,725$
PUBLIC LIBRARY FUND
Library Services
Salaries and Benefits 2,411,773$ 2,411,443$
Supplies/Other Services and Charges 1,311,303 1,311,124
Contingency to meet expenses of emergencies and
operational expenses not otherwise provided for 140,111 -
Total Lake Forest Public Library - General 3,863,187$ 3,722,567$
Less: Total amount appropriated from other sources 140,620
other than Tax Levy
Sub-Total 3,722,567
TOTAL AMOUNT TO BE RAISED BY TAX LEVY FOR
THE LAKE FOREST PUBLIC LIBRARY - GENERAL 3,722,567$
6 of 9 DRAFT-12/07/20CC 44
Tax Levy
Appropriation 2020-2021
Social Security and IMRF
Social Security 154,998$ 122,085$
Illinois Municipal Retirement Fund (IMRF)200,113 122,085
Total Lake Forest Public Library - Social Security and IMRF 355,111$ 244,170$
Less: Total amount appropriated from other sources 110,941
other than Tax Levy
Sub-Total 244,170
TOTAL AMOUNT TO BE RAISED BY TAX LEVY FOR
THE LAKE FOREST PUBLIC LIBRARY - SOCIAL SECURITY AND IMRF 244,170$
Library Building
Salaries and Benefits 165,921$ 108,518$
Supplies/Other Services and Charges 240,000 156,968
Sub-Total 405,921$ 265,486
Capital Equipment 125,000$ 81,754$
Capital Improvements 125,000 81,754
Sub-Total 250,000$ 163,508$
Total Lake Forest Public Library
Building Maintenance and Repair (Sites and Building)655,921$ 428,994$
Less: Total amount appropriated from other sources 226,927
other than Tax Levy
Sub-Total 428,994
TOTAL AMOUNT TO BE RAISED BY TAX LEVY FOR
THE LAKE FOREST PUBLIC LIBRARY -
BUILDING MAINTENANCE AND REPAIR 428,994$
Public Schools THE CITY OF LAKE FOREST
School District No. 67**
From the Educational Fund 33,926,923$ 27,768,590$
From the Operations, Building and Maintenance Fund 6,726,184 5,801,721
From the Capital Projects Fund 3,917,177 -
From the Illinois Municipal Retirement Fund 396,639 380,018
From the Social Security Fund 396,638 536,501
From the Transportation Fund 704,265 888,538
TOTAL AMOUNT APPROPRIATED FOR PUBLIC SCHOOLS
OF THE CITY OF LAKE FOREST (School District No. 67)46,067,826$ 35,375,368$
TOTAL AMOUNT TO BE RAISED BY TAX LEVY FOR
PUBLIC SCHOOLS OF THE CITY OF LAKE FOREST
(School District 67)35,375,368$
7 of 9 DRAFT-12/07/20CC 45
Tax Levy
Appropriation 2020-2021
Summary of the Amounts Appropriated From the
the Several Funds
General 33,959,623$ 14,341,044$
Illinois Municipal Retirement Fund (IMRF)1,308,750 933,620
Social Security 1,046,413 933,619
Firefighter's Pension 3,381,633 2,106,002
Firefighter's Pension law PA 93-0869 120,316 120,316
Police Pension 3,696,887 2,988,076
Sub-Total 43,513,622$ 21,422,677$
Parks and Recreation 9,781,058$ 5,379,086$
Special Recreation 601,867 494,995
Capital Improvements 6,252,073 1,541,725
Public Library 3,863,187 3,722,567
Public Library - Social Security 154,998 122,085
Public Library - IMRF 200,113 122,085
Public Library - Sites and Building 655,921 428,994
Sub-Total 21,509,217$ 11,811,537$
The City of Lake Forest School District No. 67 ***
Educational 33,926,923$ 27,768,590$
Operations, Building and Maintenance 6,726,184$ 5,801,721$
Capital Projects Fund 3,917,177$ -$
Illinois Municipal Retirement Fund 396,639$ 380,018$
Social Security 396,638$ 536,501$
Transportation 704,265$ 888,538$
Sub-Total 46,067,826$ 35,375,368$
GRAND TOTAL 111,090,665$ 68,609,582$
*** The City of Lake Forest School District No. 67
will be holding a special meeting and these
tax levy numbers could change.
8 of 9 DRAFT-12/07/20CC 46
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 ________________, 2020
____________________________________________
City Clerk
APPROVED THIS ____ day of ________________, 2020
_____________________________________________
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.
9 of 9 DRAFT-12/07/20CC 47
THE CITY OF LAKE FOREST
ORDINANCE NO. 20-_____
AN ORDINANCE AMENDING THE LAKE FOREST
CITY CODE RELATING TO REAL ESTATE TRANSFER TAXES
WHEREAS, The City of Lake Forest (the “City”) is a home rule, special charter
municipality existing in accordance with the Illinois Constitution of 1970; and
WHEREAS, pursuant to its home rule authority, the citizens of the City have
authorized the imposition of a tax upon the transfer of real property within the City (the
“Transfer Tax”); and
WHEREAS, the City Council has determined that it is in the best interests of the
City and its residents to update and clarify the terms, provisions, enforceability, and
requirements of the City Code with respect to the Transfer Tax;
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 Sections 39.164 through 39.166 of the City
Code. Sections 39.164 through 39.166, entitled “Real Estate Transfer Tax,” of Chapter
39, entitled “Taxation,” of Title III, entitled “Administration,” of the City Code are hereby
amended in their entirety, so that said Sections 39.164 through 39.166 shall hereafter be
and read as set forth in Exhibit A to this Ordinance, which Exhibit A is attached to and
made a part of this Ordinance.
48
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 _________________________, 2020.
AYES:
NAYS:
ABSENT:
ABSTAIN:
Approved this __ day of _________________________, 2020.
_____________________________
Mayor
ATTEST:
_______________________________
City Clerk
49
EXHIBIT A
REAL ESTATE TRANSFER TAX
§ 39.164 REFUNDS
(A) A grantee/buyer (“taxpayer”), assignee or purchaser (hereinafter referred to as “taxpayer”)
who has purchased a dwelling unit in the city (the “purchased dwelling unit”) and has paid the or
caused to be paid to the City Clerk or the Clerk’s designee theReal Estate Transfer Ttax provided
for in § 39.155 shall be entitled to a refund equal to the lesser of the amount of such tax or $2,000;
provided such taxpayer satisfies all of the following requirements:
A. (1) Either taxpayer as seller-purchaser. The taxpayer must meet all of the following
requirements:The taxpayer must havehas bought and sold property within Lake Forest
where the closing dates fall within 12 calendar months of each other.
B. The taxpayer’s sold property must have been their was his/her primary residence.
C. The taxpayer must not have has not received a Real Estate Transfer Tax Refund within
the last three (3) years ofimmediately preceding receipt of refund application.
D. A completed Application for Real Estate Transfer Tax Refund must be has been filed with
the Finance Department within 12 months of the most recent closing.
(a) The taxpayer has sold a dwelling unit in the city not more than one year prior to
acquiring the purchased dwelling unit for which any tax imposed under § 39.155 of this subchapter
was timely and fully paid (the “sold dwelling unit”);
(b) The taxpayer had occupied the sold dwelling unit as taxpayer’s principal residence for
at least three years prior to sale;
(c) The taxpayer has either:
i. Purchased and occupied as taxpayer’s principal residence the purchased dwelling
unit within one year after the closing on the sale of the sold dwelling unit and has
not been the legal or beneficial owner of another dwelling unit occupied as
taxpayer’s principal residence during such one year period; or
ii. The taxpayer has entered into a valid and binding contract, dated not later than
60 days after the closing on the sale of the sold dwelling unit, to purchase a newly
constructed or renovated purchased dwelling unit within the corporate limits of the
city, but is unable to occupy such newly constructed or renovated purchased
dwelling unit within the time period specified in division (A)(1)(a) above solely
because a certificate of occupancy has not been issued by the city for such newly
constructed or renovated purchased dwelling unit. The refund due under this
division (A)(1)(c)(ii) shall be paid to the taxpayer only upon actual occupancy of
the newly constructed or renovated purchased dwelling unit by the taxpayer as
his or her principal residence; and
Formatted: Centered
Formatted: Font: (Default) Arial, 11 pt, Font color: Text1
Formatted: List Paragraph, Numbered + Level: 1 +Numbering Style: A, B, C, … + Start at: 1 + Alignment:Left + Aligned at: 0.25" + Indent at: 0.5", Tab stops: 4.69", Left
Formatted: List Paragraph, Numbered + Level: 1 +Numbering Style: A, B, C, … + Start at: 1 + Alignment:Left + Aligned at: 0.25" + Indent at: 0.5"
Formatted: Font: (Default) Arial, 11 pt, Font color: Text1
50
(d) The tax due on the purchased dwelling unit was timely and fully paid in accordance
with this subchapter.
(2) Or taxpayer as purchaser-seller. The taxpayer must meet all of the following
requirements:
(a) The taxpayer had purchased a purchased dwelling unit for which any tax imposed
under § 39.155 was timely and fully paid not more than one year prior to selling the sold dwelling
unit;
(b) The taxpayer had occupied the sold dwelling unit as taxpayer’s principal residence for
at least three years prior to the purchase of the purchased dwelling unit;
(c) The taxpayer has occupied as taxpayer’s principal residence the purchased dwelling
unit within one year before the closing on the sale of the sold dwelling unit and has not been the
legal or beneficial owner of another dwelling unit occupied as taxpayer’s principal residence
during such one-year period; and
(d) The tax due on the sold dwelling unit was timely and fully paid in accordance with this
subchapter.
(B) No taxpayer shall be entitled to a refund under this section unless a completed application
therefor shall have been filed with the Finance Clerk within one year after the payment of the real
estate transfer tax for the purchased dwelling unit for which a refund is sought. The taxpayer shall
bear the burden of delivering evidence satisfactory to the City Clerk of taxpayer’s entitlement to
such refund.
(C) Notwithstanding the foregoing, for any taxpayer that had paid or will pay the tax imposed
under § 39.155 between November 17, 2008 and November 17, 2010, the time period for
qualifying or applying for a refund of the transfer tax shall be extended to two years.
(Ord. 06-18, passed 4-20-2006; Ord. 2008-39, passed 11-17-2008; Ord. 2009-29, passed 11-16-
2009)
§ 39.165 RULES.
The City Manager may establish and adopt rules, regulations and materials as the Manager
deems necessary or appropriate in furtherance of the implementation and efficient and effective
administration of this subchapter.
(Ord. 06-18, passed 4-20-2006)
§ 39.166 APPEALS; VARIANCES: WAIVERS.
(A) Appeals.
(1) Appeals shall be available to any person who believebelieves that any of the terms
of Sections 39.155 through Section 39.165 have been misappliesmisapplied with respect to the
circumstances relating to such person.
(2) Any person who shall be subject to the tax pursuant to this subchapter, or any
applicant for exemption or refund under §§ 39.159 or 39.164, who disputes the imposition of or
amount of the tax imposed pursuant to this subchapter or a determination under §§ 39.159 or
Formatted: Font: Bold
51
39.164 may seek a review of such imposition or amount of the real estate transfer tax or the
determination under either §§ 39.159 or 39.164 by filing with the City Manager, within 30 days
after the notification of the transfer tax amount or the determination on a request for exemption or
refund under §§ 39.159 or 39.164, respectively, a request for review.
(a) The request for review shall set forth in detail the basis for the dispute of the
imposition, amount or determination relating to the transfer tax, an exemption
therefrom or a refund.
(b) The City Manager shall thereafter consider the request for review, determine whether
the tax should be waived, reduced or refunded pursuant to the terms of this
subchapter, and provide a written determination thereof; in.
(2)(c) In connection with the City Manager’s consideration of an appeal, the City Manager
may require the person filing the appeal to provide an appraisal of the subject
property, which appraisal shall be a certified MAI appraisal prepared not more than
six months prior to the date of the appeal.
(3) If such person seeks further review of the imposition or amount of the transfer tax
or determination of exemption or refund under §§ 39.159 or 39.164, respectively, such person
shall file a request to appeal the determination of the City Manager with the City Clerk within 30
days after mailing of the determination by the City Manager; such appeal shall be considered by
the Personnel, Compensation, and Administration Committee of the City Council based on the
relevant facts available regarding the real estate transfer in question and the materials presented
in connection with the request for exemption under § 39.159 or for refund under § 39.164, as well
as materials presented in connection with the Manager’s review provided under this section.
(a) The determination of the Personnel, Compensation, and Administration Committee
shall be final.
(3)(b) In connection with any review or appeal under this section, transfer stamps may
be issued upon paying the real estate transfer tax, but any such tax payment shall
not prevent a person from pursuing such review or appeal.
(B) Variances.
(1) VariancesVariance may be sought by any taxpayer seeking a refund of all or a
portion of the transfer taxes paid but who cannot satisfy the one-year limitation period established
in Section 39.164. A person seeking any variance shall comply with all of the other requirements
of Section 39.164(B). The procedure for, and standards for obtaining, a variance, will beare based
on the amount of time for which a variation is sought., and are as follows:
(2)(a) A taxpayer seeking to vary the one-year limitation period in Section 39.164(A)(1)(a)
or 39.164(A)(2)(a) to not more than two years shall file an applicationa request for
review with the City ManagerFinance Director within 60 days12 months after the
closing that, but for the one-year limitation period, would entitle the taxpayer to a
refund. A variance under this Section 39.166(B)(2) may be granted upon a showing
of circumstances hardship not caused by the taxpayer seeking the refund. Such
variance request shall be processed in accordance with the procedures set forth in
Sections 39.166(A)(2) and 39.166(A)(3).
(3)(b) A taxpayer seeking to vary the one-year limitation period in Section 39.164(A)(1)(a)
or 39.164(A)(2)(a) to more than two, but not more than three years shall file an
Formatted: Numbered + Level: 1 + Numbering Style:a, b, c, … + Start at: 1 + Alignment: Left + Aligned at: 0.56" + Indent at: 0.81"
Formatted: Indent: Left: 0.81", Space After: 8 pt
Formatted: Indent: Left: 0.56", Numbered + Level: 2 +Numbering Style: a, b, c, … + Start at: 1 + Alignment:Left + Aligned at: 0.69" + Indent at: 0.94"
Formatted: Indent: Left: 0", First line: 0.56", Tab stops: 0.56", Left
Formatted: Numbered + Level: 1 + Numbering Style:a, b, c, … + Start at: 1 + Alignment: Left + Aligned at: 0.5" + Indent at: 0.75"
Formatted: Numbered + Level: 1 + Numbering Style:a, b, c, … + Start at: 1 + Alignment: Left + Aligned at: 0.5" + Indent at: 0.75"
52
applicationa request for review with the City Manager within 60 days12 months after
the closing that, but for the one-year limitation period, would entitle the taxpayer to a
refund. Such applicationrequest shall set forth the grounds for suchthe variance and
all pertinent facts relating thereto. A variance under this Section 39.166(B) may be
granted upon a showing of circumstances not caused by the taxpayer seeking the
refund. The application shall be presented to the Personnel, Compensation and
Administration Committee for a hearing, and such Committee shall be authorized to
grant a variance upon a showing of extraordinary hardship such as an act of god or
medical necessity. The determination of the Committee shall be final.
(c) No variance beyond three years shall be available from the limitation period in Section
39.164(A)(1)(a) or 39.164(A)(2)(a).
(C) Waivers
(4) (1) Waivers may be sought by any taxpayer for sections 39.164 – 39.166(B)
through the PCA Committee for circumstances falling outside the provisions
identified in the sections 39.164 - 39.166(B). The determination of the Committee
shall be final.
Formatted: Not Highlight
Formatted: Numbered + Level: 1 + Numbering Style:a, b, c, … + Start at: 1 + Alignment: Left + Aligned at: 0.5" + Indent at: 0.75"
Formatted: Font color: Black
Formatted: Font: (Default) Arial, 11 pt, Font color: Black
Formatted: Left, Indent: Left: 0.5", Space After: 0 pt, No bullets or numbering
Formatted: Normal, Indent: Left: 0.13", No bullets ornumbering
Formatted: Normal, Indent: Left: 0", Hanging: 0.5", No bullets or numbering
Formatted: Font: (Default) Arial, 11 pt, Font color: Black
Formatted: Font: Arial, 11 pt, Font color: Black
Formatted: List Paragraph
53
The City of Lake Forest
CITY COUNCIL
Proceedings of the Monday, November 16, 2020
City Council Meeting - City Council Chambers
REMOTE ACCESS MEETING
CALL TO ORDER AND ROLL CALL: The City Clerk asked for a motion to appoint Alderman Morris as Mayor
Pro Tem. Alderman Rummel made a motion to appoint Alderman Morris as Mayor Pro Tem, seconded by
Alderman Preschlack. The following voted “Aye”: Alderman Morris, Karras, Rummel, Notz, Preschlack,
Goshgarian, Buschmann and Weber. The following voted “Nay”: None. 8-Ayes, 0 Nays, motion carried.
Morris called the meeting to order at 6:30pm
Present: Alderman Morris, Alderman Karras, Alderman Rummel, Alderman Notz, Alderman Preschlack,
Alderman Goshgarian, Alderman Buschmann and Alderman Weber.
Absent: Honorable Mayor Pandaleon
CALL TO ORDER AND ROLL CALL
PLEDGE OF ALLEGIANCE was recited.
REPORTS OF CITY OFFICERS
COMMENTS BY MAYOR
Mayor Pro Tem Morris made the following statement as required by the Open Meetings Act. In accordance
with state statute, Mayor Pandaleon has made a determination that it was not practical or prudent to
schedule an in-person City Council meeting because of the COVID-19 pandemic, which is why this November
16, 2020 City Council meeting is being held remotely.
A. Marketing Committee Initiatives
- Alderman Jennifer Karras, Marketing Committee Chair
Alderman Karras gave a brief presentation and update on marketing initiatives and goals. She reviewed the
initial steps conducted to establish a Marketing Committee and other campaigns being discussed amongst
the Committee members. Alderman Karras discussed one of the Committees main initiatives, opening a
pop-up shop in the central businesses district, with a planned opening on Friday November 27. She stated
that the pop-up shop will generate additional foot traffic near the shopping district, as well as featuring 14
non-profit organizations to increase their visibility and sell branded merchandise. Alderman Karras
summarized the next phase for the Committee to continue to promote Lake Forest.
The City Council had discussion on print and social media advertisements as well as the budgetary impacts
and goals of the Committee. Additionally, the City Council had discussion on the use of different social
media platforms.
B. COVID 19 Financial Impact Update
- Elizabeth Holleb, Finance Director
Finance Director, Elizabeth Holleb gave a brief financial impact update of the COVID-19 Pandemic on City
finances. She gave an overview of the key items the Finance Department has been watching including the
municipal sales tax and income tax revenue. Director Holleb concluded that the current projections have
54
Proceedings of the Monday, November 16, 2020
Regular City Council Meeting
exceeded previous expectations that were in the amended FY21 budget. She reviewed additional Funds that
were impacted including the Parks and Recreation Fund, the Deerpath Golf course Fund, and the Capital
Improvement Fund. Director Holleb summarized City-wide key revenue indicators stating that everything
was trending positively, excluding recreation program fees, due to the lack of spring and summer
programming and the motor fuel tax, which was not adjusted in the FY21 budget. Additionally, Director
Holleb presented an update on the Local Business Grant Program stating that there are currently 22
applicants.
The City Council had discussion on the influx of applicants for the Local Business Grant Program. Director
Holleb explained that the City conducted a mailing the second week of October to businesses eligible for the
grant program.
Director of Community Development, Catherine Czerniak gave a brief overview of partnerships the City has
engaged in with business owners.
Mayor Pro Tem Morris made a brief announcement in regards to Lake Forest resident, Cindy Barber, who
was selected as the Brigade Commander at the United States Naval Academy. The City Council extended
their congratulations the Barber family.
COMMENTS BY CITY MANAGER
A. Website/Mobile Application Update
- Mike Strong, Assistant City Manager
- Jim Shaw, Director of Innovation and Technology
City Manager, Jason Wicha introduced Director of Innovation and Technology, Jim Shaw to update the City
Council on the status of the mobile application and Assistant City Manager, Mike Strong to give an update
on the website redesign project.
Director Shaw gave a demonstration of the application and its features and functionality.
The City Council had discussion on the personnel support to keep information up to date.
Assistant City Manager, Mike Strong gave a preview of the new website design and explained new
functionality that would be available on the new web page.
City Manager, Jason Wicha introduced Director of Public Works, Michael Thomas to give an update on the
Deerpath/Route 41 project. Director Thomas gave a brief overview of the preconstruction meeting with
IDOT stating that activity at the site would begin soon. He stated that once IDOT has a final construction
timeline, they will share details with the City Council and Lake Forest residents.
The City Council had discussion on signage requirements to make residents and visitors aware of the
ongoing construction.
OPPORTUNITY FOR CITIZENS TO ADDRESS THE CITY COUNCIL ON NON-AGENDA ITEMS
Members of the public can provide public comment by calling into the following number during the
meeting: 847-810-3643
COMMITTEE REPORTS
FINANCE COMMITTEE
55
Proceedings of the Monday, November 16, 2020
Regular City Council Meeting
1. Consideration of an Ordinance Establishing the 2020 Tax Levy (First Reading)
Finance Director, Elizabeth Holleb gave a presentation summarizing the schedule for the 2020 Property Tax
Levy. She gave a detailed explanation, provided by the Lake County Assessor’s Office, describing changes in
different revenues and expenditures. Director Holleb explained how the 2020 property tax levy will impact
pension contributions and the projected impact on an average household in the City.
The City Council thanked Director Holleb for presenting additional information regarding overlapping taxing
districts to get their projected tax levies.
COUNCIL ACTION: Grant first reading of an Ordinance Establishing the 2020 Tax Levy
Alderman Goshgarian made a motion to grant first reading of an Ordinance Establishing the 2020 Tax Levy,
seconded by Alderman Weber. The following voted “Aye”: Alderman Morris, Karras, Rummel, Notz,
Preschlack, Goshgarian, Buschmann and Weber. The following voted “Nay”: None. 8-Ayes, 0 Nays, motion
carried.
2. Approval of Ordinances Abating 2020 Tax Levies for Various G.O. Alternate Revenue Bond
Issues (First Reading)
Finance Director, Elizabeth Holleb gave a presentation summarizing the 2020 Debt Service Levy and
Abatements, explaining how the County arrives at the amount of property taxes levied on the City’s behalf
to pay the debt service. She stated the specific revenue sources intended to pay the debt service on a
portion of the bonds, which gets the City to the net Levy.
COUNCIL ACTION: Grant first reading of the Ordinances abating tax levies for various general
Alderman Rummel made a motion to grant first reading of the Ordinances abating tax levies for various
general, seconded by Alderman Preschlack. The following voted “Aye”: Alderman Morris, Karras, Rummel,
Notz, Preschlack, Goshgarian, Buschmann and Weber. The following voted “Nay”: None. 8-Ayes, 0 Nays,
motion carried.
3. Consideration of an Ordinance approving a Fee Schedule and Ordinances adopting new fees
(First Reading)
Assistant Finance Director, Diane Hall gave a brief presentation summarizing proposed changes, adopting
new fees, and adjusting current fees. Finance Director, Elizabeth Holleb gave further clarification on the
water rate fees, upon request of the Council.
The City Council had discussion on property tax increases for commercial versus residential water usage.
COUNCIL ACTION: Grant first reading to the proposed ordinances.
Alderman Preschlack made a motion to grant first reading to the proposed ordinances, seconded by
Alderman Goshgarian. The following voted “Aye”: Alderman Morris, Karras, Rummel, Notz, Preschlack,
Goshgarian, Buschmann and Weber. The following voted “Nay”: None. 8-Ayes, 0 Nays, motion carried.
ITEMS FOR OMNIBUS VOTE CONSIDERATION
56
Proceedings of the Monday, November 16, 2020
Regular City Council Meeting
1. Approve the Extension of the Mayor’s Declaration of a Local State of Emergency until the
next City Council Meeting
2. Approval of the November 2, 2020 City Council Meeting Minutes
3. Consideration of an Ordinance Amending the City of Lake Forest Liquor Code, to increase the
number of Licenses available in Class C-1. (First reading and if appropriate final approval)
4. Consideration of a Staff Recommendation to Award a Proposal to Imperial Surveillance Inc.,
for the purchase of two security camera surveillance systems for the East and West Metra
Train Stations in the amount of $44,928.00 with a ten percent (10%) or $4,492.00
contingency.
5. Consideration of an Ordinance Approving a Recommendation from the Historic Preservation
Commission. (First Reading and if Desired by the City Council, Final Approval)
6. Request City Council Approval to Purchase a New Police Vehicle, Replacing an Existing Unit
that was Involved in an Accident and Determined to be a Total Loss, to Currie Motors in the
Amount of $33,802
COUNCIL ACTION: Approval of the six (6) Omnibus items as presented
Mayor Pro Tem Morris asked members of the Council if they would like to remove any item or take it
separately.
The City Council had discussion on item #3, item #4 and item #6. Mayor Pro Tem Morris again asked
members of the Council if they would like to remove any item or hear it separately. Seeing none, he asked
for a motion to approve the six items as presented.
Alderman Preschlack made a motion to approve the six (6) Omnibus items as presented, seconded by
Alderman Rummel. The following voted “Aye”: Alderman Morris, Karras, Rummel, Notz, Preschlack,
Goshgarian, Buschmann and Weber. The following voted “Nay”: None. 8-Ayes, 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
OLD BUSINESS
NEW BUSINESS
ADDITIONAL ITEMS FOR COUNCIL DISCUSSION/COMMENTS BY COUNCIL MEMBERS
Alderman Rummel made a brief statement to encourage members of the Council, and members of the
public to enroll in the Community Solar Program. She stated additional information could be found on the
City’s website under “green energy initiative” or sign up directly at Mc2energyservices.com/il/community-
solar.
57
Proceedings of the Monday, November 16, 2020
Regular City Council Meeting
ADJOURNMENT
There being no further business Mayor Pro Tem asked for a motion. Alderman Rummel made a motion to
adjourn, seconded by Alderman Preschlack. Motion carried unanimously by voice vote at 8:36 pm.
Respectfully Submitted
Margaret Boyer, 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.
58
^.°!t^
(3»' Nf^wAeET ^
.SCIE-(»'TIAC^MO^ ''?!
p " ,. . ^
1
"G^s^w
-®
^
^.'
RESOLUTION
WHEREAS, DAVID E. TISINAI has been a dedicated employee of The City of Lake Forest since
November 15,1993; and
WHEREAS, DAVID E. TISINAI will honorably retire from the City on December 5, 2020; and
WHEREAS DAVID E. TISINAI served in the following positions during his dedicated career:
Firefighter/Paramedic, member of the Lake County Specialized Rescue Team, and a passionate member
of the department's Public Education programs. In addition, DAVID E. TISINAI received several fire
service certifications, including Company Fire Officer. Dave also received numerous accommodations
and letters of gratitude for outstanding service throughout his career.
NOW, THEREFORE, BE IT RESOLVED BY THE CITY COUNCIL OF THE CITY OF LAKE FOREST that
the Council, on behalf of the administration and residents of the community, hereby expresses its
appreciation and gratitude to DAVID E. TISINAI for a public service faithfully performed; and
BE IT FURTHER RESOLVED that this Resolution be appropriately inscribed and conveyed to
DAVID, with a copy to be included in the official minutes of the December 7,2020 meeting of the Lake
Forest City Council.
George A. Pandaleon, Mayor
59
AN ORDINANCE
ABATING A PORTION OF THE TAX BEING LEVIED IN 2020
FOR THE ANNUAL PAYMENT OF THE PRINCIPAL AND INTEREST
ON THE GENERAL OBLIGATION BONDS, SERIES 2015 BOND ISSUE
WHEREAS, the City Council of The City of Lake Forest, Lake County, Illinois, di d on the 3rd
day of August, 2015 authorize the issuance of General Obligation Bonds, Series 2015 in the
amount of $9,780,000 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 General Obligation Bonds, Series 2015 Bond Fund from
sources other than property taxes; and
WHEREAS, The City of Lake Forest has on hand, sufficient funds to pay a porti on of the tax
levied for the annual payment of the principal and interest on the General Obligation Bonds,
Series 2015 due in the fiscal year commencing May 1, 2021, therefore a portion of the levy of the
tax provided in the original bond ordinance passed August 3, 2015, 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 author ized and
directed to abate a portion of the 2020 Tax Levy in the amount of $361,312.50 hitherto provided
for and levied in the ordinance providing for the issuance of $9,780,000 General Obligation
Bonds, Series 2015 of The City of Lake Forest, Lake County, Illinois passed August 3, 2015.
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 __________________, 2020
_________________________________
City Clerk
APPROVED THIS ______ day of _______________, 2020
_________________________________
Mayor
ATTEST:
______________________________
City Clerk
2015
60
AN ORDINANCE
ABATING THE TOTAL TAX BEING LEVIED IN 2020
FOR THE ANNUAL PAYMENT OF THE PRINCIPAL AND INTEREST
ON THE GENERAL OBLIGATION BONDS, SERIES 2017 BOND ISSUE
WHEREAS, the City Council of The City of Lake Forest, Lake County, Illinois, did on th e 15th
day of May 2017, authorize the issuance of General Obligation Bonds, Series 2017 in the amount
of $9,295,000 for the purpose of financing capital improvements and provided for the levy and
collection of a direct annual tax for the payment of the pri ncipal and interest of said bonds; and
WHEREAS, the City has funds in the General Obligation Bonds, Series 2017 Bond Fund from
sufficient revenues collected from the City owned waterworks and sewerage system; 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 General Obligation Bonds, Series
2017 due in the fiscal year commencing May 1, 2021, therefore the total levy of the tax provided
in the original bond ordinance passed May 15, 2017, 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 2020 Tax Levy of $271,152.50 hitherto provided for and levied in the
ordinance providing for the issuance of $9,295,000 General Obligation Bonds, Series 2017 of The
City of Lake Forest, Lake County, Illinois passed May 15, 2017.
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 __________________, 2020
_________________________________
City Clerk
APPROVED THIS ______ day of _______________, 2020
_________________________________
Mayor
ATTEST:
______________________________
City Clerk
2017
61
AN ORDINANCE
ABATING A PORTION OF THE TAX BEING LEVIED IN 2020
FOR THE ANNUAL PAYMENT OF THE PRINCIPAL AND INTEREST
ON THE GENERAL OBLIGATION BONDS, SERIES 2019 REFUNDING BOND ISSUE
WHEREAS, the City Council of The City of Lake Forest, Lake County, Illinois, did on the 2nd
day of December, 2019, authorize the issuance of General Obligation Refunding Bonds, Series
2019 in the amount of $17,665,000 for the purpose of refunding certain maturities of the City’s
outstanding general obligation bonds, Series 2009, 2010B, 2010C and 2011B 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 applicable debt service funds from sources other than
property taxes; 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 p rincipal and interest on the General Obligation Refunding
Bonds, Series 2019 due in the fiscal year commencing May 1, 2021, therefore a portion of the
levy of the tax provided in the original bond ordinance passed December 2, 2019, 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 2020 Tax Levy in the amount of $2,652,250.00 hitherto
provided for and levied in the ordinance providing for the issuance of $17,665,000 General
Obligation Bonds, Series 2019 of The City of Lake Forest, Lake County, Illinois passed December 2,
2019.
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 __________________, 2020
_________________________________
City Clerk
APPROVED THIS ______ day of _______________, 2020
_________________________________
Mayor
ATTEST:
______________________________
City Clerk
2019
62
THE CITY OF LAKE FOREST
ORDINANCE NO. 2020-_________
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
63
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 _________________________, 2020
AYES:
NAYS:
ABSENT:
ABSTAIN:
Approved this __ day of _________________________, 2020
_____________________________
Mayor
ATTEST:
_______________________________
City Clerk
64
3
Exhibit A
Schedule of Fees and Charges
65
Exhibit A
Add prior approved fees
New Fee
Change to fee
FEE Amount $$
(n/c if %Projected City Code
Fund FY2021 ($)blank)CHANGE Revenue Section
Water Fees:
Water Utility Fees/Charges
Turn Off Water Fee Water 75 51.064
Turn Off Water Fee After Hours Water 100 51.064
Turn On Water Fee Water 75 51.064
Turn On Water Fee After Hours Water 100 51.064
Water Main Taps Water
1 Inch Water 500 51.030(b)
1-1/2 Inch Water 1,000 51.030(b)
2 Inch Water 1,300 51.030(b)
3,4,6 and 8 inch taps Water 900 51.030(b)
Water Meter Fees Water
3/4 Inch Water 470 51.045(e)
1 Inch Water 540 51.045(e)
1-1/2 Inch Water 910 51.045(e)
2 Inch Water 1,165 51.045(e)
3 inch Water 2,615 51.045(e)
4 inch Water 3,950 51.045(e)
6 inch Water 6,840 51.045(e)
Water Meter Contractor Bond Water 1,500 0 51.015
Water Plant Investment Fee
New Single Family Home - vacant lot Water 2,900 52.15
Multi-Family Dwelling - new structure Water 2,652 52.15
Residential pools, sprinkler systems Water 459 52.15
Nonresidential buildings - new structures and additions Water 1.02/sq ft of entire 52.15
Water interior area of the building
Institutional buildings - new structure and additions Water .94/sq ft of entire 52.15
only if eligible for fed and state tax exempt status Water interior area of the building
General Fees:
Sticker for Leaf/Grass Bags General 1.00 per sticker 50.016
Sanitation:
Special Pickup General 40 per 2 cubic yard 50.039 ( c)
White Goods General 65 50.015
White Goods W/CFC General 90 50.015
PROPOSED
FY2022 ($)
Public Works
DRAFT - 12/7/20 City Council - Final Approval 1 of 20 66
Add prior approved fees
New Fee
Change to fee
FEE Amount $$
(n/c if %Projected City Code
Fund FY2021 ($)blank)CHANGE Revenue Section
PROPOSED
FY2022 ($)
Monthly refuse collection fee General 12 Per Month 50.021
55 Gallon Recycle Cart/Fee for extra cart only General 75
35 Gallon Recycle Cart/Fee for extra cart only General 55 110
Earth Machine Back Yard Composter General 55 1925
Licenses:
Scavengers - collects and disposes of multi-family and 1,500 per company 50.055
commercial waste
Scavengers - collects and disposes of residential and 750 per company 50.055
commercial roll -offs
Scavengers - collection and cleaning of portable toilets 200 per company 50.055
Sewer System Connection Fee:
Single Family Dwelling 825 N/A
Two - family Dwelling 825 per unit N/A
Multi-family Dwelling 165 per population equiv N/A
1,650 min
Non-Residential Buildings 165 per population equiv N/A
1,650 min
Institutional buildings with Fed and State tax exempt status 825 per connection N/A
Site Grading:
Site Grading - New construction 640 N/A
If no grading, request may be submitted for a waiver of the 240 N/A
requirement of grading plan
Resubmittal 165 N/A
Revisions to approved grading plans 125 N/A
Erosion and sediment control measures 240 N/A
Site grading security (financial guarantee - refundable)3,000 per acre of development N/A
Floodplain Development Permit
1 & 2 FAMILY 355
ALL OTHERS 530
Water Shed Development Fee: Revised Fee Schedule:
General Fees
Sediment and Erosion Control Only
Single Family Residential Lot (See site grading ordinance)see ordinance 151.05
Single Family Residential Lot (within regulatory floodplain)1,040 151.05
Engineering
DRAFT - 12/7/20 City Council - Final Approval 2 of 20 67
Add prior approved fees
New Fee
Change to fee
FEE Amount $$
(n/c if %Projected City Code
Fund FY2021 ($)blank)CHANGE Revenue Section
PROPOSED
FY2022 ($)
Development (<10 acres)2,400 151.05
Development ( ≥ 10 acres)3,560 151.05
Minor Development
Without detention 2,120 151.05
With detention or Fee - in - lieu 3,120 151.05
Major Development
With detention or Fee-in-lieu 5,400 151.05
Within regulatory floodplain ( < 10 acres)3,280 151.05
Within regulatory floodplain (≥ 10 acres)8,640 151.05
Wetland Fees
Category I Wetland impacts less than or equal to 1 acre 880 N/A
Category II Wetland impacts greater than 1 acre and less than 2 acres 3,640 N/A
Category III Wetland impacts greater or equal to 2 acres or impacts a HQAR 4,400 N/A
Category IV Wetland impacts involving either restoration, creation 1,440 N/A
or enhancement 2,760 N/A
Resubmittal fee 347-2,880 N/A
Earth Change Approval 1,720 N/A
Securities - financial guarantee refundable 3,000 per acre of development N/A
Variances 4,240 N/A
Appeals 1,920 N/A
Flood Plain Analysis and Report 35 N/A
Construction Engineering Standards Manual 35 N/A
Water Utility Fees/Charges:
Water Service Inspection Fee Water 50 N/A
Home Inspection Fee Water 150 51.065
Home Inspection Fee - Re-Inspection Water 50 51.065
Home Inspection Waiver Water 25 51.065
General Fees:
Zoning Analysis General 100 159.052
Building & Development Fees:
Service Contracts:
Lake Bluff General Per Agreement N/A
Bannockburn General 5,000 min. & 50% over that N/A
Community Development
DRAFT - 12/7/20 City Council - Final Approval 3 of 20 68
Add prior approved fees
New Fee
Change to fee
FEE Amount $$
(n/c if %Projected City Code
Fund FY2021 ($)blank)CHANGE Revenue Section
PROPOSED
FY2022 ($)
Plan Review :
Remodeling up to $12,000 General 55 150.145
$12,001 to $48,000 Remodeling General 82 150.145
$48,001 - $120,000 Remodeling General 138 150.145
Over $120,000 Remodeling General 230 150.145
Additional fee for plan reviews that require more than 2 hours General 55 per additional hour 150.145
New Construction - SFD General 400 150.145
New Construction - 2FD General 230/unit 150.145
New Const. - Com. & Multi. Fam.572+50/ 150.145
3 or more units 1,000 Sq. Ft. 150.145
Plan Re-Submittal Fee General 140 per re-submittal 150.145
Alterations to Approved Plans General 140 + 55 per hour fee for reviews 150.145
requiring more than 2 hours
Building Scale Calculation Fees:
Single Family residence - first review General 400 N/A
With completed Building Scale worksheet/detailed plans General 200 N/A
Two-family dwelling General 189 per unit N/A
With completed Building Scale worksheet/detailed plans General 120 N/A
Additional reviews (for revised plans)General 102 N/A
On-site inspection for an existing dwelling General 102 N/A
Office meeting to discuss for building scale calculation General 50 N/A
Building Scale Waiver Request General 100 N/A
Building Review Board Fees:
Signs/Awnings/Landscaping/
Lighting/Fences General 75 N/A
Two or more of above General 125 N/A
Storefront Alterations General 100 N/A
New Commercial building, school, hospital or multi-family building General 700 N/A
per building
Alterations or major additions to commercial buildings, schools, General 323 N/A
hospitals or multi-family buildings - per building
New multi-building projects - per building General 850 + 175 for more than N/A
4 buildings (per building)
Satellite Dish General 100 N/A
Changes to approved building materials General 60 N/A
DRAFT - 12/7/20 City Council - Final Approval 4 of 20 69
Add prior approved fees
New Fee
Change to fee
FEE Amount $$
(n/c if %Projected City Code
Fund FY2021 ($)blank)CHANGE Revenue Section
PROPOSED
FY2022 ($)
Demolition with replacement structure General 2,230 N/A
Demolition partial and replacement addition General 1,310 N/A
Demolition w/o Replacement Structure General 1,310 N/A
New Residence on Vacant Property (building scale fee also)General 1,050 155.07
Additions & Alterations to Existing Residence (building scale fee also)General 500 155.07
Replacement/new single family home/duplex structure General 1,310 N/A
Variance from Building Scale Ordinance General 367 N/A
Revisions to Approved Plans General 225 N/A
Historic Preservation Commission Fees:
Demolition (complete) and replacement structure General 2,450 155.07
Demolition (partial) and replacement structure General 1,529 155.07
Removal of less than 50% 155.07
Replacement Structure, prior demolition General 1,310 N/A
Demolition w/o Replacement Structure General 1,441 N/A
Changes to approved building materials General 60 39.140
New Residence on Vacant Property (building scale fee also)General 1,050 155.07
Additions & Alterations to Existing Residence (building scale fee also)General 500 155.07
Revisions to Approved Plans General 225 155.07
Variance from Building Scale Ordinance General 367 155.07
Rescission of local landmark designation, amendment of 155.07
local landmark designation or historic map amendment General 2,500 155.07
Signs/Awnings/Landscaping/
Lighting/Fences General 75 N/A
Two or more of above General 125 N/A
Storefront Alterations General 100 N/A
New Commercial building, school, hospital or multi-family building General 700 N/A
per building
Alterations or major additions to commercial buildings, schools, General 323 N/A
hospitals or multi-family buildings - per building
New multi-building projects - per building General 850 + 175 for more than N/A
4 buildings (per building)
Revisions to Approved Plans General 225 39.140
Project Fees:
Red Tag , per violation, per day General 300 150.005
Stop Work Order General 750 150.005
Street Obstruction - first 30 lineal fee of public right-of-way General 100 150.005
Re-Inspection all permits (failed/no show)General 175 150.005
Additional Inspections General 50 150.005
DRAFT - 12/7/20 City Council - Final Approval 5 of 20 70
Add prior approved fees
New Fee
Change to fee
FEE Amount $$
(n/c if %Projected City Code
Fund FY2021 ($)blank)CHANGE Revenue Section
PROPOSED
FY2022 ($)
Off Hour Inspections General
50 administration fee plus per hour cost of
inspector 150.005
Tree fencing inspection fee 135 N/A
Recording of Right-of-Way agreement General 70 (up to 4 pages, 5 each addl page)150.145
for sprinkler system
Construction Trailer Permit (Commercial Construction Sites only)General 100 per month 150.145
Tree removal without permit General 750 per inch 999.999
Vegetation removal in protected area General 750 per violation 999.999
Recording of Plat of Subdivision General 75 plus Lake County Fee
Const. Codes Comm. Fees:
Variances from Construction Code General 250 150.110
Administrative Appeals General 150 150.110
Material/Product Evaluation General 350 150.110
Demolition Tax Cap Imp/12,000 150.110
Afford Housing
Zoning Board of Appeals:
Variations from Zoning Code General 287 159.02
Administrative Appeals General 150 159.02
Special Use Permit - Existing Developments General 755 159.02
Legal Ad Publication (as required)General 65 85 30.77%600 159.02
Plan Commission:
Minor Subdivisions-Tentative Approval 2,3 or 4 lots General 2,184 156.026(a)(3)
payable at time of application
Minor Subdivisions-Final Approval General 250+35/lot plus 156.026(a)(3)
engineering and recording fees 156.026(a)(3)
Major Subdivisions-Tentative Approval 5 or more lots General 3,822+35 for each 156.026(a)(3)
General lot over 5 156.026(a)(3)
Major Subdivisions-Final approval paid prior to recording of plat General 400+35/ 156.026(a)(3)
General plus 5/lot 156.026(a)(3)
General over 10; + engineering 156.026(a)(3)
and recording fees 156.026(a)(3)
Planned Preservation Subd Special Use Permit plus minor/major General 2,500 156.026(a)(3)
subdivision fee
Zoning Change General 3,328 156.026(a)(3)
Filing fee for all other developments General 788 156.026(a)(3)
Code Amendment General 3,328 156.026(a)(3)
Extension of Tentative Subdivision Plat Approval General 150 156.026(a)(3)
DRAFT - 12/7/20 City Council - Final Approval 6 of 20 71
Add prior approved fees
New Fee
Change to fee
FEE Amount $$
(n/c if %Projected City Code
Fund FY2021 ($)blank)CHANGE Revenue Section
PROPOSED
FY2022 ($)
Administrative Property Line shift General 250 156.026(a)(3)
Special Use Permit General 1,035 156.026(a)(3)
Special Use Permit - Restaurant within 150' of Residential General 600 156.026(a)(3)
Permits:
Building Permits repair and maintenance under $6,000 General 40 150.145
Building Permits - $100,000 or less General 1.5% of total construction 50 min 150.145
Building Permits - over $100,000
$100,001 - $200,000 General 2% of total construction 150.145
$200,001 - $500,000 General 4,000 + 1% of total cc in excess of 200,000 150.145
$500,001 and above General 7,000 + .5% of total cc in excess of 500,000 150.145
Solar installation/Geo Thermal/Wind General .05% of construction cost NA 150.145
Underground storage tank removal General
single family and duplex 150 per tank 150.145
All other properties General 250 per tank 150.145
Hot work General 100 150.145
Permit Extensions General
150 administration fee plus 20% of the
original 150.145
permit fee - 6 month extension 150.145
Sign General 1.5% construction cost 50 min 150.145
Administration Demolition Approval - Life Safety/Nuisance General 500 150.145
Driveway Permits:
Driveway Resurfacing Permit (not required for sealcoating)General 50 150.145
Driveway Bond General 250 150.485
Satellite Permit General 100 150.145
Satellite dish General 1.5% of cost, 50 min 150.145
Plumbing /Electric/HVAC:
Irrigation Systems General 2.00 per head 60 min 150.145
Plumbing - base charge General 60+5.50/fix. 150.145
Sanitary Sewer General 50 min + 1.00/ft over 50 ft 150.145
Storm Sewer General 50 min + 1.00/ft over 50 ft 150.145
Street Opening 50 98.056
Electrical General 100, plus 1 per unit beyond 100 total units 150.145
Electrical Service General 75 150.145
DRAFT - 12/7/20 City Council - Final Approval 7 of 20 72
Add prior approved fees
New Fee
Change to fee
FEE Amount $$
(n/c if %Projected City Code
Fund FY2021 ($)blank)CHANGE Revenue Section
PROPOSED
FY2022 ($)
Electric - motors General 75 + .50 per horsepower 150.145
HVAC
Residential - New or replacement
1 or 2 units General 52 150.145
Each additional unit General 45 150.145
Duct work General 52 150.145
Commercial New General 52 per 1,500 sq ft of floor area 150.145
Commercial - replacement of existing units General same as residential 150.145
Purchase of Parking
Space per Zoning Code General to be set by City Council at the time 150.145
of approval based on market costs 150.145
Elevators:
Elevator Inspection Fee General Variable 150.145
Elevator Permits - New elevators General 65 150.145
Vending Licenses:
Health -Restaurant (20 or Less)General 250 113.03(d)(1)
Health - Restaurant (21-99)General 350 113.03(d)(2)
Health - Restaurant (100 + Seats)General 600 113.03(d)(3)
Health - Itinerant Restaurant General 250 113.03(d)(4)
Health - Food Store General 100 113.21(d)
Health - Limited Food Store (selling candy)General 50 113.21(d)
Food Vendor (delivery)General 150/Veh. 113.21(d)
Milk Vendor (delivery)General 100/Veh. 113.21(d)
Health - Milk Store General 100 113.21(d)
Ice Vending Machine per machine General 110 95.061
Food Vending Machine per machine General 55 113.21(d)
Candy Vending Machine per machine General 55 113.21(d)
Pop/Soft drink Vending Machine per machine General 55 113.21(d)
Milk Vending Machine per machine General 55 113.21(d)
Tobacco vending machine per machine General 50 135.136
Tobacco vending machine per machine General 55 110.104
Amusement Machine per machine General 110 110.104
HVAC Contractor General 60 150.145
Electrical Contractor General 60 150.145
Juke Box General 25 110.083
Pool Table General 25 112.095(b)(1)
DVD Vending Machine License General 110 110.005
DRAFT - 12/7/20 City Council - Final Approval 8 of 20 73
Add prior approved fees
New Fee
Change to fee
FEE Amount $$
(n/c if %Projected City Code
Fund FY2021 ($)blank)CHANGE Revenue Section
PROPOSED
FY2022 ($)
Tree and Vegetation Removal:
Application Review Fee General 40 99
Removal of Heritage Tree General 40 per tree 99
Removal of tree 10" DBH or larger within the streetscape preservation General 40 per tree 99
area, the front yard or the corner side yard 99
Removal of trees or vegetation from a Conservation Easement General 35 per 1 1/2 acre site 99
Removal of trees from a Tree Preservation or No Disturbance area General 40 per tree 99
Removal of trees or shrubs from any ravine or bluff General 40 per 1 1/2 acre site 99
Removal of trees or shrubs from a public right of way General 40 per 1 1/2 acre site 99
or other public property 99
Ash tree removals, dead or hazardous trees General No Fee 99
Bonds:
Permit Renewal - for projects with estimated construction General 19% of permit fee 20% of permit fee 0 150.145
costs of $200,000 or less refundable upon completion
of project within one year
Permit Renewal - for projects with estimated construction General 21% of permit fee 22% of permit fee 0 150.145
costs of more than $200,000 refundable upon completion
of project within 18 months
Street Opening Bond General 500 98.058
Public Sanitary/Storm Sewer or Water Main Bond General 500
New Curb Cut and Temporary Curb Crossing General 500
Fire Protection Fees:
Life Safety Plan Review Fee - New Constr/Addition General 500 min or .05 sf includes all floors 150.145
Life Safety Plan Review Fee - Remodel/Alteration General 60 min or .05 sf includes all areas 150.145
Fire Suppression Systems (Plan review and 2 inspections)
Single Family/Duplex Residential
New General 120 or .05 per sf whichever is greater 150.145
Addition/Alteration General 60 or .05 per sf for scope of work area 150.145
whichever is greater 150.145
Commercial/Multi Family
New General 500 or .05 per s.f. whichever is greater 150.145
Addition/Alteration General
250 or .05 s.f. for scope of work area
whichever is greater 150.145
Specialized Suppression (FM 200, clean agent)General
150 per system ( in addition to above fees
for the overall system) 150.145
Stand pipe riser General 100 150.145
Hood and Duct Extinguishing System - New General 300 per system 150.145
DRAFT - 12/7/20 City Council - Final Approval 9 of 20 74
Add prior approved fees
New Fee
Change to fee
FEE Amount $$
(n/c if %Projected City Code
Fund FY2021 ($)blank)CHANGE Revenue Section
PROPOSED
FY2022 ($)
Hood and Duct Extinguishing System - Alteration General 100 per system 150.145
Fire Alarms
Single Family/Duplex Residential General 75 or .05 per s.f. whichever is greater 150.145
Commercial/Multi Family - New General 500 or .05 per s.f. whichever is greater
Commercial/Multi Family - Addition/Alteration General 75 or .05 per s.f. whichever is greater 150.145
Inspections/Tests
Annual & New Underground Flush test Water
75 + cost per gallon of water at current rate
as approved by the City Council based on
pipe size 150.145
Annual & New Fire Pump Test Water
175 + cost per gallon of water at current
rate as approved by the City Council based
on pump size 150.145
150.145
Small Wireless Facilities:
Application for Collocation - Installation of facility General 650
Application for Collocation - Installation of multiple facilities General 350 per facility
Application for installation of new utility pole or support structure General 1,000
Annual recurring rate for collocations on a City utility pole
located in the right-of-way. (* Or the City's actual, direct, and
reasonable costs related to the wireless provider's use of space
on the City utility pole)General 200
Other:
Alternative Letter of Credit Review General 100 per review 150.145
Conditional Certificate of Occupancy - Landscape only due to season General 300 per unit 150.145
(single family and duplex)
Conditional Certificate of Occupancy (single family and duplex)General 550 150.145
Conditional Certificate of Occupancy (multi-family and commercial)General
25 per square foot, whichever is greater, to
a maximum of 2,000 150.145
Estate Sale - Non-Resident operator General $50 2500
DRAFT - 12/7/20 City Council - Final Approval 10 of 20 75
Add prior approved fees
New Fee
Change to fee
FEE Amount $$
(n/c if %Projected City Code
Fund FY2021 ($)blank)CHANGE Revenue Section
PROPOSED
FY2022 ($)
Water Utility Fees/Charges:
Water Sales/1,000 Gallons
Effective with Water Bills mailed on or after May 1, 2021
Lake Forest Residential - to 10,000 Gallons per Quarter Water 4.50 51.061(a)
Lake Forest Residential - 10,001 to 60,000 Gallons per Quarter Water 6.10 6.20 1.64%51.061(a)
Lake Forest Residential - over 60,000 Gallons per Quarter Water 6.55 6.80 3.82%51.061(a)
Lake Forest All Other Users Water 6.30 6.45 2.38%51.061(a)
Del Mar Woods Water 8.65 8.90 2.89%51.061(a)
Other Non resident users Water 8.65 8.90 2.89%51.061(a)
Sewer Charge/1,000 Gallons (winter usage)Water 1.16 51.061(a)
Customer Charge - Water (Inside)
5/8" to 1.5" meter Water 50/quarter 51.061(b)
2" to 4" meter Water 195/quarter 51.061(b)
6" and above meter Water 875/quarter 51.061(b)
Benefit Access Program Discount - must renew annually Water N\A
Customer Charge - Water (Outside)
5/8" to 1.5" meter Water 70/quarter 51.062(b)
2" to 4" meter Water 225/quarter 51.062(b)
6" and above meter Water 950/quarter 51.062(b)
Customer Charge - Sewer
5/8" to 1.5" meter Water 5/quarter 52.15€(1)
2" to 4" meter Water 20/quarter 52.15€(1)
6" and above meter Water 100/quarter 52.15€(1)
Beach Parking Fee:
Beach Parking
Temporary (Resident)General 85 73.45
Temporary (Non-Resident)General 910 73.45
Parking Permits:
Resident-Full Year Parking 313 73.27(c)(7)
Resident-Monthly Parking 30/Month 73.27(c)(7)
Resident - Unlimited Parking 1,000 73.27(c)(7)
Employer Purchased-Full Yr. Parking 180 73.27(c)(7)
Employer Purchased-Monthly Parking 20/Month 73.27(c)(7)
Non-Resident-Full Year Parking 700 73.27(c)(7)
Non-Resident - Monthly Parking 60/Monthly 73.27(c)(7)
$181,999
combined
Finance
DRAFT - 12/7/20 City Council - Final Approval 11 of 20 76
Add prior approved fees
New Fee
Change to fee
FEE Amount $$
(n/c if %Projected City Code
Fund FY2021 ($)blank)CHANGE Revenue Section
PROPOSED
FY2022 ($)
Daily Parking Fee-Telegraph Parking 3 73.27(c)(7)
Daily Parking Fee-All Other Parking 3 73.27(c)(7)
Licenses:
Car and Lt Truck General 85 74.179(b)
Heavy Truck (8,000+ lbs.)General 110 74.179(b)
Motorcycles General 45 74.179(b)
Senior Citizen 65 and over General no discount N/A
Transfers General 5 74.184 & 185
Penalties General 50% 74.179(b)
Dog License General 10 91.032
Cat License General 10 91.032
Auto Dealer License General 50+20/Veh 74.183
Disabled vehicle sticker (Benefit Access Program)General 45 N/A
Real Estate Transfer Tax Cap Imp 4.00 per 1,000 39.155(b)
Non-sufficient funds Fee General 25 10.99
Credit Card Service Fees:
Daily Parking General .25 per transaction 73.27(c)(7)
Development Related Fees General
2.95%
(Minimum 1.95)N/A
Cemetery Related Fees Cemetery
2.95%
(Minimum 1.95)N/A
Public Safety Pension Fee:
Residential Utility Accounts General 20 per Quarter N/A
All Other Utility Accounts (exclude irrigation only services)General 70 per Quarter N/A
Golf Course Fees/Charges:
Seasonal Fees-Resident: effective January 1, 2021
Class A -Adult Single DPG 1,480 1,485 0.34%205 97.051
Class B -Adult Combo DPG 2,500 2,550 2.00%0 97.051
Class D -Junior DPG 675 700 3.70%300 97.051
Class F - Senior Citizen DPG 880 885 0.57%500 97.051
Parks and Recreation
DRAFT - 12/7/20 City Council - Final Approval 12 of 20 77
Add prior approved fees
New Fee
Change to fee
FEE Amount $$
(n/c if %Projected City Code
Fund FY2021 ($)blank)CHANGE Revenue Section
PROPOSED
FY2022 ($)
Seasonal Fees (Non-Resident) effective January 1, 2021
Class A -Adult Single DPG 1,850 1,900 2.70%600 97.051
Class B -Adult Combo DPG 2,500 2,550 2.00%0 97.051
Class D -Junior DPG 675 700 3.70%50 97.051
Class F - Senior Citizen DPG 1,100 1,150 4.55%500 97.051
Daily Fees-Resident: effective January 1, 2021
Weekday-9 DPG 36 37 2.78%1000 97.051
Weekday-18 DPG 49 50 2.04%1250 97.051
Weekend 9 DPG 41 42 2.44%1000 97.051
Weekend -18 DPG 62 63 1.61%6000 97.051
Electric Golf Carts: effective January 1, 2021
9 Holes Single Rider DPG 14 15 7.14%9000 97.052
18 Holes Single Rider DPG 20 97.052
Range Balls
Small Bucket DPG 6 7 16.67%2562 97.051
Medium Bucket DPG 8 10 25.00%2000 97.051
Large Bucket DPG 16 17 6.25%1986 97.051
Pull cart
9 holes DPG 6 97.051
18 hoes DPG 8 97.051
USGA Handicap Fees - Members DPG 40 97.051
Permanent Tee Time - Weekend DPG 300 97.051
Lockers
18 inch DPG 140 145 3.57%100 97.051
12 inch DPG 125 97.051
Park Fees
Park Picnic Permits
0 - 149 People Parks/Rec 100 N/A
150 or more People Parks/Rec 150 N/A
Picnic Tables Parks/Rec 25 per table
Grills Parks/Rec 85 per grill
DRAFT - 12/7/20 City Council - Final Approval 13 of 20 78
Add prior approved fees
New Fee
Change to fee
FEE Amount $$
(n/c if %Projected City Code
Fund FY2021 ($)blank)CHANGE Revenue Section
PROPOSED
FY2022 ($)
Cemetery Fees:
Issuance of Deeds Cemetery .50 per deed 93.45
Boating and Beach Fees - effective February 1, 2021
Watercraft Ramp/Sailboat Permits-Recreation
Watercraft Ramp (R)Parks/Rec 517 97.066
Watercraft Ramp 2nd boat/ half season Parks/Rec 259 97.066
Watercraft Ramp (R) (Sen.) Parks/Rec 413 97.066
Watercraft Ramp (R) (Sen) 2nd boat/ half season Parks/Rec 208 97.066
Watercraft Ramp (NR) Parks/Rec 1,034 97.066
Year round compound storage Resident Parks/Rec 2,291 97.066
Year round compound storage Resident senior Parks/Rec 1,832 97.066
Year round compound storage non-resident Parks/Rec 3,437 97.066
Seasonal compound storage Resident Parks/Rec 1,551 97.066
Seasonal compound storage Resident Senior Parks/Rec 1,241 97.066
Seasonal compound storage Non-resident Parks/Rec 2,324 97.066
Year round watercraft rack storage resident Parks/Rec 626 97.066
Year round watercraft rack storage resident senior Parks/Rec 502 97.066
Year round watercraft rack storage non-resident Parks/Rec 626 97.066
Seasonal watercraft rack storage resident Parks/Rec 366 97.066
Seasonal watercraft rack storage resident senior Parks/Rec 292 97.066
Seasonal watercraft rack storage non-resident Parks/Rec 366 97.066
Year round watercraft sand storage resident Parks/Rec 775 97.066
Year round watercraft sand storage resident senior Parks/Rec 620 97.066
Year round watercraft sand storage non-resident Parks/Rec 1,162 97.066
Seasonal watercraft sand storage resident Parks/Rec 475 97.066
Seasonal watercraft sand storage resident senior Parks/Rec 380 97.066
Seasonal watercraft sand storage non-resident Parks/Rec 713 97.066
South Beach Parking Permit (R)Parks/Rec 151 97.066
South Beach Parking Permit (R) (Sen.)Parks/Rec 119 97.066
South Beach Parking Permit (NR)Parks/Rec 910 97.066
South Beach Parking Permit Employee/Retiree Parks/Rec 100 97.066
Extra vehicle decal resident - center isle Parks/Rec 138 0 Delete No Longer Used 97.066
Extra vehicle decal senior - center isle Parks/Rec 110 0 Delete No Longer Used 97.066
Extra vehicle decal nonresident - center isle Parks/Rec 208 0 Delete No Longer Used 97.066
Daily Boat Launch resident Parks/Rec 40 65 62.50%1500 97.066
Daily Boat Launch nonresident Parks/Rec 65 80 23.08%0 97.066
Resident Guest Daily Parking Pass, limit 5 per season Parks/Rec 10 15 50.00%1400 97.066
Nanny Parking Pass Parks/Rec 85 97.066
Senior Caregiver Parking Pass Parks/Rec 85 97.066
DRAFT - 12/7/20 City Council - Final Approval 14 of 20 79
Add prior approved fees
New Fee
Change to fee
FEE Amount $$
(n/c if %Projected City Code
Fund FY2021 ($)blank)CHANGE Revenue Section
PROPOSED
FY2022 ($)
Non resident beach fee, weekends and holidays Parks/Rec 25 97.069
Fitness Center Fees - effective May 1, 2021
Individual resident rate Parks/Rec 444 456 2.70%1,512 N/A
Individual resident rate - 1 months Parks/Rec 45 46 2.22%11 N/A
Individual non-resident rate Parks/Rec 552 564 2.17%48 N/A
Individual non-resident rate - 1 months Parks/Rec 55 57 3.64%0 N/A
Couple resident rate Parks/Rec 780 792 1.54%684 N/A
Couple resident rate - 1 month Parks/Rec 78 79 1.28%4 N/A
Couple non-resident rate Parks/Rec 936 948 1.28%0 N/A
Couple non-resident rate - 1 months Parks/Rec 93 95 2.15%0 N/A
Family resident rate Parks/Rec 1,020 1,044 2.35%504 N/A
Family resident rate - 1 months Parks/Rec 102 104 1.96%4 N/A
Family non-resident rate Parks/Rec 1,224 1,248 1.96%0 N/A
Family non-resident rate - 1 months Parks/Rec 123 125 1.63%0 N/A
Senior resident rate Parks/Rec 336 348 3.57%672 N/A
Senior resident rate - 1 months Parks/Rec 34 35 2.94%5 N/A
Senior non-resident rate Parks/Rec 408 420 2.94%12 N/A
Senior non-resident rate - 1 months Parks/Rec 41 42 2.44%0 N/A
Senior couple resident rate Parks/Rec 564 576 2.13%288 N/A
Senior couple resident rate - 1 months Parks/Rec 57 58 1.75%1 N/A
Senior couple non-resident rate Parks/Rec 684 696 1.75%0 N/A
Senior couple non-resident rate - 1 months Parks/Rec 68 70 2.94%70 N/A
Student resident rate Parks/Rec 336 348 3.57%132 N/A
Student resident rate - 1 month Parks/Rec 34 35 2.94%16 N/A
Student non-resident rate Parks/Rec 408 420 2.94%0 N/A
Student non-resident rate - 1 month Parks/Rec 41 42 2.44%0 N/A
Matinee resident rate Parks/Rec 240 252 5.00%720 N/A
Matinee resident rate - 1 month Parks/Rec 24 26 8.33%8 N/A
Matinee non-resident rate Parks/Rec 288 300 4.17%48 N/A
Matinee non-resident rate - 1 month Parks/Rec 28 30 7.14%30 N/A
All-inclusive - member - effective December 6, 2012 Parks/Rec 337 348 3.26%484 N/A
All-inclusive - non-member - effective December 6, 2012 Parks/Rec 749 768 2.54%0 N/A
General Fees & Charges:
Birth certificates (January 1, 2010)General 10 first/4 additional 5.36
Death certificates (January 1, 2013)General 14 first/6 additional 5.36
OCM
DRAFT - 12/7/20 City Council - Final Approval 15 of 20 80
Add prior approved fees
New Fee
Change to fee
FEE Amount $$
(n/c if %Projected City Code
Fund FY2021 ($)blank)CHANGE Revenue Section
PROPOSED
FY2022 ($)
On-line data entry fee by city staff ( January 1, 2010)General 10 N/A
Solicitor/Peddler Permit Original Application General 55 117.01(b)
Solicitor/Peddler Permit Renewal General 40 117.40
Electric Car General 1 per Hour N/A
Special Event Fees:
Application Fee General 50 10.13
Application Fee - Late Fee General 50% of fee per 30 days 10.13
Escrow Deposit - Special Events General 500 10.13
Police Officer hourly rate General 88 90 2.27%120 10.13
Firefighter/Paramedic hourly rate General 85 89 4.71%100 10.13
Police and Fire Vehicle General 110 10.13
Public Works hourly rate General 69 70 1.45%60 10.13
Parks hourly rate Parks/Rec.69 70 1.45%60 10.13
A-Frame Barricades General 5 98.011
Barricades 1 - 10 General 40 98.011
Parking Cones General 1 98.011
Bleacher keep in park General 50 10.13
Bleacher move to another location General 195 10.13
Litter Barrels 1 - 6 General 14 10.13
Picnic Tables 1 - 6 General 32 10.13
Grills General 195 10.13
Filming Class A - Application General 150
Filming Class B - Application General 100
Filming Class C - Application General 50
Filming Class A - Permit General 475
Filming Class B - Permit General 375
Filming Class C - Permit General 125
Filming Class A - Deposit (Refundable)General 1000
Filming Class B - Deposit (Refundable)General 500
Licenses:
Raffle License General 40 110.150
Tobacco License General 500 135.138(f)
Landscape License (March 1 to Feb 28)General 100 110.217
Penalties - Landscape License Applications after June 1 General 25 110.217
Auctioneers License General 5 Daily & 1.00 per employee 110.026
Factories and Slaughterhouses General 500 110.047
Mobile Auto Service General 50 per unit 110.200
Athletic Contests General 50 per day 112.0029B)
DRAFT - 12/7/20 City Council - Final Approval 16 of 20 81
Add prior approved fees
New Fee
Change to fee
FEE Amount $$
(n/c if %Projected City Code
Fund FY2021 ($)blank)CHANGE Revenue Section
PROPOSED
FY2022 ($)
Bowling Alley General 10 per lane per year 112.025
Circuses General 100 per day circus conducted 112.041
Circuses - Side Show General 50 per day circus conducted 112.042
Motion Pictures - Establishment capacity 500 or more persons General .50 per seat 112.075
Public Dances General 500 112.112
Theatrical Performances - less than 500 persons General 100 112.126
Theatrical Performances - more than 500 persons General 150 112.126
Theatrical Performance not covered by 112.126 General 25 per day 112.127
Junk Yard or Junk Shop General 75 114.22
Junk Dealer collected by vehicle General 20 per vehicle 114.23
Pawnbroker General 100 116.03
Expressmen and Draymen General 25 118.156
Alcoholic and Beverages:
Class A-1 General 2,700 111.036
Class A-2 General 1,500 111.036
Class A-3 General 275 111.036
Class A-4 General 500 111.036
Class B-1 General 2,500 111.036
Class C-1 General 2,600 111.036
Class C-2 General 3,000 111.036
Class C-3 General 800 111.036
Class C-4 General 1,500 111.036
Class D-1 General 2,500 111.036
Class E-1 General 3,000 111.036
Class F-1 General 100 111.036
Class F-2 General
100 for each 24 hour period or any part
thereof: 50 not for profit with proof of 501 (
c)3 status 111.036
Class F-3 General
75 for each 24 hour period or any part
thereof: 50 not for profit with proof of 501 (
c)3 status 111.036
Class F-4 General
500 per vendor for the duration of the
sporting event 111.036
Class F-5 General 1,100 111.036
Class F-6 General 600 111.036
Class G-1 General 200 111.036
Class G-2 General 600 111.036
Class H-1 General 600 111.036
Class H-2 General 1,100 111.036
DRAFT - 12/7/20 City Council - Final Approval 17 of 20 82
Add prior approved fees
New Fee
Change to fee
FEE Amount $$
(n/c if %Projected City Code
Fund FY2021 ($)blank)CHANGE Revenue Section
PROPOSED
FY2022 ($)
Class I-1 General None 111.036
Class I-2 General 1,500 111.036
Class I-3 General 100 111.036
Class J General 500 111.036
Class K General 40/each 7 day license period 111.036
Annual Renewal General
150 renewal existing or change in owners or
officers 111.036
Application Fee General 300 new license 111.043
Application for Change in Owners or Officers General 100 111.043
Liquor License Penalty Fee General 25 111.036
Impact Fees:
Library Library see ordinance 150.023
Fire and Emergency Services General see ordinance 150.023
Park Site PPL see ordinance 150.023
Park Development PPL see ordinance 150.023
Police General see ordinance 150.023
Public Works General see ordinance 150.023
School District 67 (information only)pay School see ordinance 150.023
High School District 115 (information only)pay School see ordinance 150.023
Fines & Penalties:
Overtime Parking - Lot General 25/75/125 73.99
Improper Parking - Lot General 25/75/125 73.99
Parking in Prohibited Area- Lot General 25/75/125 73.99
Overtime Parking - Other General 25/75/125 73.99
Improper Parking - Other General 25/75/125 73.99
Parking in Prohibited Area- Other General 25/75/125 73.99
Parking at Boat Ramp General 125/250/350 73.46
No Vehicle License General 75/100/125 74.179
No parking east of Sheridan Road General 125/250/350 73.99
No Animal License General 15/25/50 91.032
Dog-At-Large General 40/55/70 91.050
Code Violations General variable Variable
Motor Code Violations General variable Variable
Dog Barking General 15/25/50 91.004
Police
DRAFT - 12/7/20 City Council - Final Approval 18 of 20 83
Add prior approved fees
New Fee
Change to fee
FEE Amount $$
(n/c if %Projected City Code
Fund FY2021 ($)blank)CHANGE Revenue Section
PROPOSED
FY2022 ($)
Dog Impound General 15 91.014
Leaf Burning General 100 94.2
Handicapped Parking General 250 73.21
Dog Public Nuisance General 100/500/750 91.053
Burglar Alarm Fees General 0/50/100/250 110.125
Vehicle Immobilization fee General 100 73.50
E-911 Surcharge E911 Fund 0.65 39.181
Copies of Accident Reports General 5 71.032
FOIA copy fees >50 pages General .15 per page 33.3
Transient Merchant License General 100.00 117.20(f)
General Fees & Charges:
Ambulance-Resident ALS transport General 812.10 1,000.00 23.14%55,980.00 94.51
Ambulance-Resident ALS2 transport General 919.98 1,100.00 19.57%1,143.00 94.52
Ambulance-Resident BLS transport General 704.07 900.00 27.83%49,718.00 94.53
Ambulance-Non Resident ALS transport General 987.48 1,400.00 41.78%29,547.00 94.54
Ambulance- Non Resident ALS2 transport General 1,088.92 1,500.00 37.75%320.00 94.55
Ambulance-Non Resident BLS transport General 854.08 1,300.00 52.21%24,466.00 94.56
Ambulance - Mileage General 7.27 per mile 11.00 per mile 51.31%9 94.58
Fireworks Permit General 200 94.5
Open Burn Permit General 75 94.5
Bonfire Permit General 100 94.5
Special Event Inspection General 100 94.5
Tent Permit General 100 or .05 per sq ft 94.5
Fire Watch General Overtime hourly Rate 94.5
Annual Fire Pump Test General/Water 10 Admin Fee + Water Usage 94.5
Annual Inspections - 4th re-inspection General 100 94.5
Annual Inspections - 5th re-inspection General 200 94.5
Annual Inspections - 6th re-inspection General 400 94.5
Inflatable amusement inspection General 100 94.5
Carnival rides General 200 94.5
Fire Alarm Fees General 0/50/100/250 110.125
Hazardous Substance Incident
Level I Hazardous Substance Incident General
250 per day during hazard substance
incident occurs or removal activities 41.01
Fire
DRAFT - 12/7/20 City Council - Final Approval 19 of 20 84
Add prior approved fees
New Fee
Change to fee
FEE Amount $$
(n/c if %Projected City Code
Fund FY2021 ($)blank)CHANGE Revenue Section
PROPOSED
FY2022 ($)
Level II Hazardous Substance incident General
500 per day during hazard substance
incident occurs or removal activities 41.01
Level III Hazardous Substance incident General
1,000 per day during hazard substance
incident occurs or removal activities 41.01
Miscellaneous Materials Cost - Level I incident General 50 41.01
Miscellaneous Materials Cost - Level II incident General 100 41.01
Miscellaneous Materials Cost - Level III incident General 500 41.01
Reimbursable Costs General 100% of cost incurred 41.01
Membership Dues:
Residents of Lake Forest, Lake Bluff and unincorporated
Lake Forest and Lake Bluff Senior Resources 35 per person 97.087
55 per family 97.087
Outside of Lake Forest and Lake Bluff Senior Resources 45 per person 97.087
75 per family 97.087
Circuit Breaker participants Lake Forest and Lake Bluff Senior Resources 10 per person 97.087
residents only 15 per family 97.087
Car and Bus rides Senior Resources 3/fee each direction 97.087
6 round trip 97.087
Taxi subsidy- Lake Forest and Lake Bluff residents Senior Resources 16 coupons/month 97.087
living within the Lake Forest High School District for a value of 3/each
Senior Resources
DRAFT - 12/7/20 City Council - Final Approval 20 of 20 85
THE CITY OF LAKE FOREST
ORDINANCE NO. 2020 -
AN ORDINANCE ADOPTING A NEW FEE
FOR SALES IN RESIDENTIAL ZONING DISTRICTS CONDUCTED BY FOR
PROFIT ENTITIES
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 the issuance of permits for various activities and having done so, hereby
determines that it is necessary to establish new fees and charges to cover the cost of
services 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 a New Fee Related to Sales in Residential
Zoning Districts. The City Council hereby approves the fee as set forth in Exhibit A,
New Fees Related to the Issuance of Permits, and directs that said fee 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.
86
SECTION THREE: Effective Date of the New Fees Related to Development
Activity. The fees and charges set forth in Exhibit A shall take effect as of May 1, 2021,
consistent with the date of the Supplemental Fee Schedule for FY 2022 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 , 2020
AYES:
NAYS:
ABSENT:
ABSTAIN:
Approved this day of , 2020
Mayor
ATTEST:
City Clerk
87
FOR INCORPORATION INTO THE SUPPLEMENTAL FEE SCHEDULE FOR
THE CITY OF LAKE FOREST
EXHIBIT A
New Fee Related to Sales in Residential Zoning Districts Conducted by For Profit
Businesses
Permit - $50.00 (2-day sale)
88
THE CITY OF LAKE FOREST
ORDINANCE NO. 2020 -
AN ORDINANCE ADOPTING NEW FEES
RELATED TO DEVELOPMENT ACTIVITY
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 development activity and having done so, hereby determines that it is
appropriate to establish a new fee specifically to encourage some types of sustainable
installations; 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 Development Activity.
The City Council hereby approves the fees as set forth in Exhibit A, New Fees Related to
Development Activity, 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.
89
SECTION THREE: Effective Date of the New Fees Related to Development
Activity. The fees and charges set forth in Exhibit A shall take effect as of May 1, 2021,
consistent with the date of the Supplemental Fee Schedule for FY 2022 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 , 2020
AYES:
NAYS:
ABSENT:
ABSTAIN:
Approved this day of , 2020
Mayor
ATTEST:
City Clerk
90
FOR INCORPORATION INTO THE SUPPLEMENTAL FEE SCHEDULE FOR
THE CITY OF LAKE FOREST
EXHIBIT A
New Fees Related to Development Activity
Permits for Solar, Geo Thermal and Wind Powered Installations - .05 % of total
cost of construction
91
THE CITY OF LAKE FOREST
ORDINANCE NO. 2020 -
AN ORDINANCE ADOPTING NEW FEES RELATED TO PUBLIC WORKS
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 Public Works and having done so, hereby determines that it is necessary to
establish new fees and charges to cover the cost of services 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 Public Works. The
City Council hereby approves the fees as set forth in Exhibit A, New Fees Related to
Public Works, 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 Public Works.
The fees and charges set forth in Exhibit A shall take effect as of May 1, 2021, consistent
92
with the date of the Supplemental Fee Schedule for FY 2022 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 , 2020
AYES:
NAYS:
ABSENT:
ABSTAIN:
Approved this day of , 2020
Mayor
ATTEST:
City Clerk
93
EXHIBIT A
New Fees Related to Public Works
Home Composter - $55
35 Gallon Recycling Cart - $55
94
Supplemental Memos
Regarding Proposed
Fee Adjustments
95
Page 1 of 1 October 23, 2020
MEMORANDUM
TO: Diane Hall, Assistant Director of Finance
FROM: Michael Thomas, Director of Public Works
Dan Martin, Superintendent of Public Works
DATE: October 28, 2020
SUBJECT: Recommended New Fees for Fiscal Year 2022
The Public Works Department is proposing the following two fees.
Home Composter:
In 2018 the Public Works Department collaborated with Green Minds, a local
environmental group, to develop a program to educate and encourage residents on the
sustainable benefits of home composting to divert organic food waste (e.g. fruit &
vegetable scraps, coffee filters & grounds, rice & pasta, stale bread, small twigs and
leaves, etc.) from going into the landfill. Included in the program was opportunity for
City residents to purchase a home composter from the City. The home composter
purchasing is on the City’s website and is promoted via social media and the Dialogue.
The home composter includes a handbook on how-to-compost instructions. Free delivery
is also offered to City of Lake Forest residents.
35 Gallon Recycling Cart:
Currently under the General Fees category there is a fee for residents to purchase an extra
65 gallon recycling cart. On occasion we receive requests for a smaller 35 gallon
recycling cart because the 65 gallon is too large for residents that are “empty nesters” or
living alone. Offering the 35 gallon cart provides a suitable alternative for smaller
households.
96
Page 1 of 2 October 23, 2020
MEMORANDUM
TO: Diane Hall, Assistant Director of Finance
FROM: Catherine J. Czerniak, Director of Community Development
DATE: October 23, 2020
SUBJECT: Recommended Fee Adjustments for Fiscal Year 2022
No significant changes are proposed for development related fees. Development related
fees have remained constant for the last several years. Two new fees are proposed in
response to recent discussions and trends and a few minor fee increases are proposed as
detailed below.
Recommended New Fees
Sustainable Energy Installations.
Currently permit fees for solar, geo thermal and wind powered installations are calculated
using the standard 1.5% to 2% of total construction costs consistent with other building
permits. As a follow up to recent discussions by the Environmental Sustainability
Committee about way to encourage residents and businesses to explore alternative energy
sources, staff recommends that a reduced permit fee be established for these types of
installations. A limited few, instead of a complete waiver of permit fees is recommended
to cover some portion of staff time in reviewing plans, issuing permits and conducting on
site inspections.
At the present time, only a very limited number of these types of installations are
occurring each year, two to three a year, so from a revenue stand point, this change is
insignificant. However, calling out a reduced fee for projects involving solar, geo
thermal and wind powered installations sends a message of the City’s support for these
efforts. As interest in these types of installations grows, associated fees will be revisited.
Estate Sales Managed by For Profit Businesses or Individuals.
The City is seeing an increased number of estate sales, held in private homes, but
managed and advertised by for profit businesses or individuals. Currently, garage and
estate sale permits are issued to homeowners on a no fee basis. The Code permits each
household to hold one sale annually, on two consecutive days.
In 2018 and 2019, about thirty percent of the garage/estate sale permits issued by the
City, about 50 permits, were issued to for profit businesses rather than residents. Recent
experience has shown that sales arranged and managed by for profit businesses have a
greater impact on staff time and on neighbors in the area. These sales tend to be
advertised more widely and merchandise is often brought in to the homes from other
locations for the sale. These sales have generated calls to staff and the Police Department
due to parking issues, blocked driveways, congestion on residential streets, early start
times, excessive signage that is not removed after the sale is over and other issues.
97
Page 2 of 2 October 23, 2020
In recognition of the additional staff time required to support these larger, non-resident
conducted sales, staff recommends that a permit fee of $50.00 be established for sales
managed by for profit businesses. The application for a permit to allow a sale to be held
in a residence requires information on whether a garage or estate sale is being conducted
by the resident or a for profit business. This information will be used to determine
whether the fee is applicable. Permits for residents conducting their own garage sales
will remain as no fee permits.
Fee Increases
Permit Renewal Bonds.
Permit Renewal Bonds are required by the City to encourage timely completion of
projects. Permit Renewal Bonds are forfeited if limited extension of permits is necessary
beyond the original expiration date. A one percent increase in the bond amount in each
category is recommended. The amount of Permit Renewal Bonds is a percentage of the
original cost of the permit. If projects are completed prior to the original expiration date,
the bond is fully refundable.
Legal Ad Publication.
Publication of a notice of a public hearing in a local newspaper is required by State
Statute and the City Code for some types of petitions heard by Boards and Commissions.
An increase in the fee for Legal Ads is proposed to more accurately reflect the cost
incurred by the City for these publications.
98
Water Rate Changes effective May 1, 2020
On February 18, the City Council granted final approval of an Ordinance setting forth
the rates for water service effective May 1, 2020. The City’s Water and Sanitary Sewer
Fund is designated as an enterprise fund, thereby receiving no subsidy or property tax
revenue to operate. Therefore, the user fees established for water and sanitary sewer
services must be sufficient to pay all operating, capital and debt service costs
associated with the utility. The long term financial forecast for the Water and Sanitary
Sewer Fund provides for an annual increase in revenue of 2.5% to support inflationary
cost increases, largely driven by personnel costs.
The City’s water rate methodology is to set rates based on a rolling five year average of
water consumption and uses a blended rate structure with both fixed and variable
fees. Approximately 90% of the utility costs are fixed and will not vary based on water
consumption, but only 20% of the water fund revenue is fixed. Summer weather
conditions dramatically impact the City’s annual water revenue and budget variances
as much as $1million can occur in any given year, requiring the City to maintain
sufficient reserves to provide rate stability year to year. For the FY20 fiscal year recently
completed, water fund revenue is projected to fall $650,000 short of budget projections.
Another challenge with rate setting for
water consumption is an overall
nationwide trend of reduced
consumption. Consumers are more
mindful of the need for water
conservation. Plumbing fixtures such as
toilets and showers are increasingly
intended to reduce water
consumption.
This general downward trend in consumption forces rates higher to generate the
revenue required to operate the utility.
The City Council Finance Committee reviewed water consumption, water rate
methodology and options for water rate adjustments at its November 12 budget
workshop and again on January 21. The FY21 rates approved by the City Council
reflect a desire to mitigate the impact of water rate adjustments on low volume users.
Annual revenue for the increased fees is projected to total $174,875 overall, achieving
a 2.5% increase in projected revenue for FY2021.
(continued on following page)
Background material for FY22 water rate consideration
99
2
Estimated impacts on varying classes of customers are as follows (actual results will vary
based on consumption):
Usage Category # of
Accts
Annual Impact
($)
Annual Impact
(%)
Impact – Low Usage Residential 1496 $27 6.1%
Impact – Med Usage Residential 4550 $61 4.1%
Impact – High Usage Residential 460 $223 4.8%
Impact – High Usage Commercial 317 $972 3.1%
Impact – Average Usage Commercial $294 3.9%
The approved water rates will be reflected on utility bills generated on or after May 1,
2020. Due to the COVID 19 pandemic, the City has temporarily suspended penalties on
utility bill payments received after their due date. Questions regarding your utility bill
may be sent to Sara Hartnett at hartnets@cityoflakeforest.com. Questions via email
are encouraged while City employees work from home.
100
CITY OF LAKE FOREST
WATER RATE WORKSHEET
FY2009 FY2010 FY2011 FY2012 FY2013 FY2014 FY2015 FY2016 FY2017 FY2018 FY2019 FY2020 FY2021E 5yr avg YTD Change
FY2022 from PY
May 47,371 48,083 47,327 44,984 45,996 58,700 42,994 41,836 41,910 40,696 39,811 39,536 35,839 39,558
June 74,512 67,467 76,976 63,422 81,540 71,292 60,862 60,143 60,379 58,810 60,014 54,745 50,067 56,803
July 121,431 117,251 113,846 110,179 179,579 118,302 103,859 96,411 118,042 119,243 104,942 82,169 105,047 105,889
August 79,621 83,446 86,037 87,214 118,994 78,217 73,185 61,940 80,099 75,090 80,998 61,288 76,142 74,723
Sept 175,168 168,439 168,718 173,200 224,999 146,837 141,508 119,719 154,120 144,055 152,395 128,404 161,831 148,161
Oct 197,673 199,078 191,474 202,121 212,460 194,670 157,191 156,418 175,935 171,419 181,658 161,802 187,608 175,684 16.78%
Nov 94,740 85,875 88,468 78,834 95,772 92,025 67,839 72,284 75,546 85,314 74,126 73,979 76,250 77,043
Dec 83,449 87,185 93,787 89,813 88,120 90,543 69,671 76,329 76,352 91,261 66,720 66,819 75,496 75,330
Jan 87,435 80,508 92,960 76,742 81,957 80,036 76,060 76,901 75,176 81,340 67,961 64,227 73,121 72,365
Feb 50,945 48,302 50,719 44,166 43,043 44,981 43,120 42,165 41,302 41,780 38,924 37,377 40,310 39,939
March 61,076 55,530 55,689 54,074 51,676 54,982 49,508 50,096 50,125 45,079 50,263 45,134 48,139 47,748
April 70,327 67,444 67,109 68,441 68,155 65,540 63,271 63,636 62,140 61,848 59,481 58,703 61,162 60,667
Total 1,143,748 1,108,608 1,133,110 1,093,190 1,292,291 1,096,125 949,068 917,878 1,011,126 1,015,935 977,293 874,183 991,012 973,910
-13.42%-3.29%10.16%0.48%-3.80%-10.55%13.36%-1.73%(104,321.47)
* Totals are in 1000 gal FY13 Rate:$4.99
FY14 Rate:$5.14 5,633,754
FY15 Rate:$5.14 4,878,210
FY16 Rate:$5.30 4,864,753
FY17 Rate:$5.43 5,490,414
FY18 Rate:$5.62 5,439,555
FY19 Rate:$5.77 5,368,981
FY20 Rate:$5.90 4,887,680
FY21 Rate:$6.10 5,672,963
Proposed rate Increase - Tier 1:$4.50 1,084,821
Proposed rate increase - Tier 2:$6.20 2,817,302 at 5-year avg
Projected impact of All Other:$6.45 33,407 32,309 48,695 50,916 50,506 49,985 27,835 1,795,905
Projected impact of over 60k Tier:$6.80 32,000 31,000 40,000 0 0 0 0 0
Consumption Subtotal 6,448,532 5,633,754 4,943,617 4,928,063 5,579,110 5,490,471 5,419,487 4,937,664 5,700,798 5,698,028
Fixed Rate:FY22 FY21 Meter Charge 641,880 641,880 1,000,000 1,000,000 1,000,000 1,270,000 1,270,000 1,372,208 1,588,540 1,588,540
Small 50 50 Budget 6,929,783 7,104,569 To Est Actl:
Med 195 195 Total Est Revenue 7,090,412 6,275,634 5,943,617 5,928,063 6,583,828 6,760,471 6,689,487 6,309,872 7,289,338 7,286,568 -0.04%
Large 875 875 Total Actl Revenue 7,058,904 6,223,867 6,088,150 5,962,743 6,578,859 6,838,318 6,715,954 6,330,076 -2,770
Revenue 1,588,540 1,588,540 Actual Meter Charge 638,217 685,694 1,020,292 997,524 1,038,484 1,284,969 1,301,011 1,401,754 To Budget:
% Fixed 9.0%11.0%16.8%16.7%15.8%18.8%19.4%22.1%21.8%2.56%
% Var 91.0%89.0%83.2%83.3%84.2%81.2%80.6%77.9%181,999
Revenue
gain(loss) based
on consumption
at FY21 rate:
Proposed
FY22
Rates
101
M E M O R A N D O M
To: Diane Hall, Assistant Finance Director
From: Jason Petree, Golf Course General Manager
Chuck Myers, Superintendent of Parks, Forestry and Special Facilities
Date: October 22, 2020
Subject: Deerpath Golf Course FY2022 Proposed Fee Changes
PURPOSE AND ACTION REQUESTED: City Staff and KemperSports Management Staff are
bringing forward the Deerpath Golf Course fees for FY2022. The Park and Recreation Board has
approved the fee schedule on October 20, 2020 and request that the proposed FY2022
Deerpath Golf Course fee structure be forward to City Council for approval as presented.
BACKGROUND/DISCUSSION: Attached is the proposed fee structure for Deerpath Golf Course
for FY2022. We analyzed several factors including utilization and surrounding facilities fees
while putting together the fees schedule. KemperSports Management and City Staff are
recommending the following:
Membership Fees: Increase resident Annual Pass fee average of 1.5% per classification
for FY22.
Greens Fees: Increase the “ceiling” rate for weekday and weekend by an average of 2%.
Allow the dynamic pricing model to set prices based off of the utilization of the course.
This will allow the green fee prices to fluctuate and take advantage of times of increased
demand. Golf rates will be adjusted during the season based on marketplace demands.
Other Fees: Increase the 9 -hole weekday cart fee by $1. In addition, increase small
range ball buckets by $1, medium buckets by $2 and large buckets by $1. I also propose
with lockers being fully rented in the open-air facility to increase locker rental prices by
an average of 3%.
BUDGET/FISCAL IMPACT: Projected revenue impact on fees collected will be an additional
$27,053 from FY21 projections.
City Staff and Kemper Sports Management are requesting the approval of the proposed FY2022
Deerpath Golf Course fee structure.
102
M E M O R A N D O M
To: Diane Hall, Assistant Finance Director
From: Joe Mobile, Superintendent of Recreation
Date: October 21, 2020
Subject: Lake Forest Recreation Department FY 22 Proposed Fee Changes
PURPOSE AND ACTION REQUESTED: City Staff are bringing forward the Lake Forest Recreation
Department fee changes, including Fitness Center fees and Lakefront fees for fiscal year 2022.
The Park and Recreation Board has approved the fee schedule on October 20, 2020 and request
that the proposed FY2022 fee structure be forwarded to City Council for approval as presented.
BACKGROUND/DISCUSSION: Attached is the proposed fee structure for the fitness center and
Lakefront fee changes for FY2022.
Fitness Center Fee Changes:
Staff have analyzed several factors including membership trends, and surrounding facilities fees
while putting together the fees schedule. The Fitness Center’s memberships fluctuate
considerably throughout the year. As a result, staff takes a conservative approach for revenue
growth by assuming membership levels will remain the same throughout the year based on
membership totals in September. City Staff are recommending the following:
Fitness Center Fees: Staff are recommending to Increase all membership fees by an
adjusted 2% for FY22. The 2% increase was taken over FY21 fees and then adjusted
to be divisible by 12 months so that our registration software system can use the
automatic monthly billing for all annual memberships. This adjustment to the
increase will provide a consistent amount to be drawn each month providing our
members a smooth and understandable transaction.
Lakefront Fee Changes:
Staff is recommending to hold the majority of our fees constant with the FY2021 approved
fees for the next fiscal year with two exceptions. We have had to refund or prorate the
approved fees for the past five summers due to road issues and covid-19. Staff feel that
another fee increase at this time isn’t necessary and would like to get through a summer
charging the actual approved fees. If fees were raised our normal four percent then the actual
increase would seem much larger than that based on what the community actually paid. It
seems like the right thing to do at this time since the lakefront users have been inconvenienced
over the past four summers.
103
Lakefront Fees: Staff are recommending raising the daily launch pass in order to streamline the
launch process and incentive the boating community to purchase the seasonal pass. During the
summer of 2020, staff have had to suspend the sales of daily passes on multiple days due to our
lot being full. Therefore our seasonal permit holders couldn’t park on site. Staff are also
recommending an increase to the resident guest passes that our residents can purchase to
bring non-resident family and friends to the lakefront. Residents are allowed to purchase five
of these passes each year. This past summer staff have sold more than double of the previous
years which increased the use of overflow parking to 42 days this summer.
BUDGET/FISCAL IMPACT: Staff anticipates a positive revenue differential of $5,253 over FY21
with the 2% increase to the Fitness Center fees. Also, with the increase in only the two
Lakefront fees in FY22 staff anticipates a positive revenue differential of $2,900 over FY21
budgeted fees.
RECOMMENDED CITY COUNCIL ACTION: City Staff are bringing forward the Lake Forest
Recreation Department fee changes, including Fitness Center fees and Lakefront fees for fiscal
year 2022.
104
MEMORANDUM
THE CITY OF LAKE FOREST
OFFICE OF THE CITY MANAGER
Page 1
TO: Diane Hall, Assistant Finance Director
CC: Jason C. Wicha, City Manager
Elizabeth Holleb, Finance Director
FROM: Mike Strong, Assistant to the City Manager
DATE: October 21, 2020
SUBJECT: Proposed OCM Fee Adjustments for FY2022
Purpose and Action Requested
The purpose of this memorandum is to present a request to amend certain fees administered
through the Office of the City Manager for FY2022. City staff is seeking City Council approval
of fee adjustments proposed in this memorandum for personnel hourly rates related to special
event fees and support.
Background
The City of Lake Forest processes and issues several different types of permits and licenses
through the Office of the City Manager. These include, among others, special event permits,
filming permits, birth/death certificates, liquor licenses, raffle licenses, etc. City staff regularly
reviews these processes and their associated fees in an effort to ensure they remain compliant
with both local and statutory regulations, consistent with internal administrative directives and
policies, align with the City’s costs to provide services and promote customer-friendly business
practices.
Each year, City staff reviews each of these processes along with their associated applications,
and evaluates fees to ensure that charges are in line with the costs to provide each service.
Proposed fee changes for FY2022 relate solely to special event fees.
Special Event Fees
From time-to-time, community organizations seek to utilize City-owned property or request
special city services (e.g. equipment rentals/delivery) and City employees (e.g. general event
support, security, or emergency medical services) to support their event. Pursuant to the City
Code (§10.13), fees for these City services may be imposed in connection with recovering costs
related to the personnel time associated with this support.
105
Page 2
Rates for City employees are set based on an average total compensation (includes salaries and
benefits) for employees in the workgroup. Traditionally, the City has adjusted these rates to
reflect changes in union contracts and special contractual rates for special time worked or
overtime. Rates proposed for FY2022 reflect approved changes to salaries and benefits as
outlined in the City’s official Pay Plan and bargaining unit contract, if applicable. Accordingly,
City staff is requesting to adjust rates to reflect these contract amounts, as follows:
Personnel Classification
Current
Rate
Proposed
Rate % Change
Projected
Revenue
Police Officer Hourly Rate $88.00 $90.00 2.27% $120.00
Firefighter/Paramedic Hourly Rate $85.00 $89.00 4.71% $100.00
Public Works Hourly Rate $69.00 $70.00 2.99% $60.00
Parks Hourly Rate $69.00 $70.00 2.99% $60.00
Please do not hesitate to contact me directly if you have questions concerning these proposed
fee changes for FY2022.
106
MEMORANDUM
To: Finance Director Elizabeth Holleb
From: Fire Chief, Pete Siebert
CC: City Manager Jason Wicha
Date: October 20, 2020
Subject: Proposed User Fees
Please see the attached Excel spreadsheets that contain two options for ambulance fee increases for FY22. All
fees are related to the city code sections listed below:
General Fees & Charges/Code sections:
Ambulance-Resident ALS transport 94.51
Ambulance-Resident ALS2 transport 94.52
Ambulance-Resident BLS transport 94.53
Ambulance-Non Resident ALS transport 94.54
Ambulance- Non Resident ALS2 transport 94.55
Ambulance-Non Resident BLS transport 94.56
Ambulance - Mileage 94.58
Option #1 is a modest fee increase to all rates. In order to stay aligned with Libertyville and honor the terms of
the RFPD IGA, we have used Libertyville’s FY21rates (below) and added $150 to all resident rates, and $200
for all non-resident rates, we also matched the Libertyville mileage rate. This structure would also follow our
current practice of balance billing. These rates are all below the average fees of the 2020 “Naperville Study”
(also attached).
Option #2, uses the GEMT “cost of call” amount. This option only uses balance billing for non-residents. Both
options offer an increase in basic revenue, an increase in GEMT revenues. This process requires careful
consideration to make sure Lake Forest and Libertyville charge a uniform rate across the entire RFPD area, and
that the rate is not higher than either of our community’s resident rates.
Option #1, may be the most favorable route at this time. Option #1 will allow for increased revenue, and also
allow for more time to collect data to further evaluate a more substantial change, as proposed in Option #2 in the
near future.
Thank you -
107
Libertyville FY 21 Current Fees-
Ambulance-Resident BLS transport 750.00
Ambulance-Resident ALS transport 850.00
Ambulance-Resident ALS2 transport 950.00
Ambulance-Non Resident BLS transport
Ambulance-Non Resident ALS transport
1100.00
1200.00
Ambulance- Non Resident ALS2 transport 1300.00
Ambulance - Mileage 11.00 per mile
Lake Forest Current fees-
Ambulance-Resident BLS transport 704.07
Ambulance-Resident ALS transport 812.10
Ambulance-Resident ALS2 transport 919.98
Ambulance-Non Resident BLS transport
Ambulance-Non Resident ALS transport
854.08
987.48
Ambulance- Non Resident ALS2 transport 1,088.92
Ambulance - Mileage 7.27 per mile
Proposed Uniform Libertyville/Lake Forest Rate for FY22-
Ambulance-Resident BLS transport 900.00
Ambulance-Resident ALS transport 1000.00
Ambulance-Resident ALS2 transport 1100.00
Ambulance-Non Resident BLS transport
Ambulance-Non Resident ALS transport
1300.00
1400.00
Ambulance- Non Resident ALS2 transport 1500.00
Ambulance - Mileage 11.00 per mile
108
Average
Charge
Increase
Estimated trips
Gross Charges
Average
Collection
Percentage Potential Rev
NON
Insurance 423.14$ 42 17,771.88$ 70%12,440.32$
Patient 423.17$ 17 7,193.89$ 10%719.39$
RES
Insurance 188.22$ 94 17,692.37$ 80%14,153.89$
Patient 188.22$ 66 12,422.30$ 10%1,242.23$
Total 28,555.83$
Total 28,555.83$
Less estimated
resident patient
payments
collected with
standard rates
Estimated
Additional
Revenue 28,555.83$
Rates
NON Old Proposed
ALS 987.48$ 1,400.00$ 412.52$
ALS2 1,088.92$ 1,500.00$ 411.08$
BLS 854.08$ 1,300.00$ 445.92$
Avg Increase 423.17$
RES
ALS 812.10$ 1,000.00$ 187.90$
ALS2 919.18$ 1,100.00$ 180.82$
BLS 704.07$ 900.00$ 195.93$
Avg Increase 188.22$
City of Lake Forest Rate Analysis
6-month analysis based on partial increase with balance billing
109
THE CITY OF LAKE FOREST
ORDINANCE NO. 2020-____
AN ORDINANCE AMENDING THE LAKE FOREST CITY CODE REGARDING
CLASS E-1 AND H-2 LIQUOR LICENSES
Adopted by the City Council
of the City of Lake Forest
this day of 2020
Published in pamphlet form by direction
and authority of The City of Lake Forest
Lake County, Illinois
this day of 2020
110
THE CITY OF LAKE FOREST
ORDINANCE NO. 2020 -_____
AN ORDINANCE AMENDING THE LAKE FOREST CITY CODE REGARDING
CLASS E-1 AND H-2 LIQUOR LICENSES
WHEREAS, the City of Lake Forest is a home rule, special charter municipal corporation;
and
WHEREAS, the City has adopted certain alcoholic beverage regulations designed to
protect the health, safety and welfare, which regulations are codified in Chapter 111 of the City
Code of Lake Forest, 2013 (“Liquor Code”);
WHEREAS, The City of Lake Forest desires to amend its Liquor Code to increase the
number of liquor licenses in the E-1 and H-2 categories to accommodate an application filed by a
local business.
NOW, THEREFORE, BE IT ORDAINED by the City Council of The City of Lake Forest,
County of Lake, and 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 111.037. Section 111.037 of the City Code,
entitled “Number of Licenses,” is amended as follows (deletions in strikethrough and additions in
bold and underline):
Ҥ111.037 NUMBER OF LICENSES.
(A) The number of liquor licenses issued by the city shall be limited as follows:
Class Maximum Number of Licenses Authorized
A-1 7
A-2 6
A-3 No more than the total number of Class A-1 licenses issued by
the city
A-4 0
B-1 1
111
C-1 9
C-2 9
C-3 13
C-4 1
D-1 5
E-1 2 3
F-1 1
F-2 As many as determined reasonable by the Commissioner
F-3 As many as determined reasonable by the Commissioner
F-4 As many as determined reasonable by the Commissioner
F-5 1
F-6 3
G-1 3
G-2 2
H-1 0
H-2 1 2
I-1 No more than the total number of Class B-1, C-1, C-2, C-3, D-1,
E-1 and F-1 licenses issued by the city
I-2 1
I-3 As many as determined reasonable by the Commissioner
J 1
K 1
(B) Without further action of the City Council, the maximum number of licenses in
any class shall be automatically reduced by one upon the expiration, revocation
or non-renewal of an existing license in any such license class.”
SECTION FIVE: 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 _________________________, 2020.
AYES:
NAYS:
ABSENT:
ABSTAIN:
Approved this __ day of _________________________, 2020.
112
_____________________________
Mayor
ATTEST:
_______________________________
City Clerk
113
1
THE CITY OF LAKE FOREST
ORDINANCE NO. 2020-____
AN ORDINANCE ADOPTING BY REFERENCE
THE LAKE COUNTY WATERSHED DEVELOPMENT ORDINANCE
Adopted by the City Council
of the City of Lake Forest
this day of 2020
Published in pamphlet form by direction
and authority of The City of Lake Forest
Lake County, Illinois
this day of 2020
114
2
THE CITY OF LAKE FOREST
ORDINANCE NO. 2020-_____
AN ORDINANCE ADOPTING BY REFERENCE
THE LAKE COUNTY WATERSHED DEVELOPMENT ORDINANCE
WHEREAS, the City of Lake Forest is a home rule, special charter municipal corporation; and
WHEREAS, the City may exercise any power and perform any function pertaining to its
government and affairs for the protection of the public health, safety, morals, and welfare; and
WHEREAS, the County of Lake, pursuant to the powers granted to it by 55 ILCS 5/5- 1062,
adopted the Lake County Watershed Development Ordinance on or about October 13, 2020
establishing rules and regulations for floodplain and stormwater management throughout the County of
Lake and superseding any less restrictive municipal rules and regulations therein; and
WHEREAS, the Mayor and City Council of the City of Lake Forest have previously adopted by
reference the Lake County Watershed Development Ordinances; and
WHEREAS, the County of Lake, pursuant to the powers granted to it by 55 ILCS 5/5-1062,
adopted a resolution approving amendments to the Lake County Watershed Development Ordinance on
or about October 13, 2020, effective immediately; and
WHEREAS, the Mayor and City Council of the City of Lake Forest find it to be in the best
interests of the City of Lake Forest to require all development to meet, at least, the minimum standards
prescribed by the WDO to the fullest extent practicable; and
WHEREAS, three copies of the Lake County Watershed Development Ordinance have been on
file in the Office of the City Clerk of the City of Lake Forest, and available for inspection, for not less than
thirty (30) days.
NOW, THEREFORE, BE IT RESOLVED by the City Council of The City of Lake Forest, County
of Lake, and 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.
115
3
SECTION TWO: Adoption by Reference. The City Council hereby adopts by reference, as if
fully set out herein, that certain ordinance known as the Lake County Watershed Development
Ordinance, approved as amended by the County of Lake, State of Illinois, three copies of which have
been, for a period of not less than thirty (30) days prior to the effective date hereof, and now are on file
in the office of the City Clerk.
SECTION THREE: More Restrictive Controls. In the event that the rules, regulations, terms or
conditions imposed pursuant to the Lake County Watershed Development Ordinance are either more
restrictive or less restrictive than comparable rules, regulations, terms or conditions imposed by any
other applicable rule, regulation, resolution, ordinance, statute or law, then the most restrictive rules,
regulations, terms or conditions shall govern.
SECTION FOUR: Amendment. Section 152.30 of the City Code of the City of Lake Forest is
amended by deleting existing Section 152.30, and replacing it with the following:
152.30: ADOPTION OF LAKE COUNTY WATERSHED DEVELOPMENT
ORDINANCE BY REFERENCE:
The Lake County Watershed Development Ordinance, as most recently amended by the
County of Lake on October 13, 2020, is hereby adopted by reference and is in full force
and effect within the City of Lake Forest and is found in its own compilation.
SECTION FIVE: Conflict. All ordinances and resolutions, or parts thereof, in conflict with the
provisions of this Ordinance are, to the extent of such conflict, expressly repealed.
SECTION SIX: Effective Date. This Ordinance shall be in full force and effect ten (10) days
after its passage, approval and publication in pamphlet form, as provided by law.
Passed this ____ day of _________________________, 2020.
AYES:
NAYS:
ABSENT:
ABSTAIN:
Approved this __ day of _________________________, 2020.
116
4
____________________________________________________
Mayor
ATTEST:
_______________________________
City Clerk
117
5
STATE OF ILLINOIS )
) ss.
COUNTY OF LAKE )
I, ______________________ do hereby certify that I am duly appointed, qualified and acting as
City Clerk of the City of Lake Forest, Lake County, Illinois, and keeper of the records and seal of said
City, and that the attached and foregoing Ordinance is a true and correct copy of said Ordinance entitled:
ORDINANCE NO. 2020 - _____
AN ORDINANCE ADOPTING BY REFERENCE OF THE LAKE COUNTY WATERSHED
DEVELOPMENT ORDINANCE.
ADOPTED BY THE
MAYOR AND CITY COUNCIL
OF THE CITY OF LAKE FOREST,
THIS _____ DAY OF ______________, 2020.
In Witness Whereof, I have hereunto set my hand and caused to be affixed the Corporate Seal of the
City of Lake Forest, Lake County, Illinois.
Done at: Illinois this _____ day of ______________, 2020.
(SEAL)
_____________________________
City Clerk
118
6
CERTIFICATIONS
I, ____________________, do hereby certify that I am the duly appointed, acting and qualified City Clerk
of the City of Lake Forest, Lake County, Illinois, and that as such Clerk, I am the keeper of the records
and minutes and proceedings of the Mayor and Council of said City of Lake Forest.
I do hereby further certify that at a regular meeting of the Mayor and Council of the City of Lake Forest,
held on the _____ day of _________________, the foregoing Ordinance entitled: “AN ORDINANCE
ADOPTING BY REFERENCE OF THE LAKE COUNTY WATERSHED DEVELOPMENT ORDINANCE”
was duly passed by the Mayor and City Council of the City of Lake Forest.
The pamphlet form of Ordinance 2020 - ____, including the Ordinance and a cover sheet thereof, was
prepared, and a copy of such Ordinance was posted in the City Hall, commencing on the _____ day of
_________________ 2020, and continuing for at least 10 days thereafter. Copies of such Ordinance
were also available for public inspection upon request in the office of the City Clerk.
I DO FURTHER certify that the original, of which the attached is true and correct copy, is entrusted to me
as the Clerk of said City for safekeeping, and that I am the lawful custodian and keeper of the same.
GIVEN under my hand and seal this _____ day of __________________ 2020.
______________________________________
Margaret Boyer
City Clerk
City of Lake Forest,
Lake County, Illinois
119
WDO Amendment #1a
Appendix I: Updated Rainfall Depth Duration Frequency Table
Rainfall Depth Duration Frequency Tables for Lake County
Rainfall is in Inches
References: ISWS Bulletin 75 Precipitation Frequency Study for Illinois
James R. Angel and Momcilo Markus
Illinois State Water Survey, March 2020
Purpose: Incorporate new rainfall data as published in updated ISWS study.
TAC Vote: 03/19/2020 9-0-0 (unanimous)
120
WDO Amendment #1b
Appendix I: Updated Huff Rainfall Distributions
HUFF RAINFALL DISTRIBUTIONS
The Huff quartiles represent the typical rainfall distribution for 4 different storm duration ranges. The First quartile applies to storms
less than or equal to 6 hours long. Second is for storms greater than 6 hours and less than or equal to 12 while the third is Huff
quartile is for storms greater than 12 hours and less than or equal to 24 hours. Fourth quartile storms apply to storm durations
greater than 24 hours.
AREA < 10 SM AREA > 10 & AREA < 50 AREA > 50 & AREA < 400
References: ISWS Bulletin 75 Precipitation Frequency Study for Illinois
James R. Angel and Momcilo Markus
Illinois State Water Survey, March 2020
Purpose: Incorporate new rainfall distributions as published in updated ISWS study.
TAC Vote: 03/19/2020: 9-0-0 (unanimous)
WDO Amendment #3 - NEW
§ 509.04 Fee-In-Lieu Option For Storage above 50-year, 24-hour Detention Volume [7.5”]
509.04 The following fee-in-lieu of on-site stormwater storage procedures shall be authorized for all
developments permitted after [NEW WDO DATE].
A. The Enforcement Officer may require, or the applicant may submit, a written request for
the payment of a fee-in-lieu of on-site stormwater storage to fulfill all or part of the on-site
detention requirement above the 50-year, 24-hour detention volume using Appendix I:
Rainfall Depth Duration Frequency Tables for Lake County. A request for fee-in-lieu of on-
site stormwater storage shall be either rejected or approved within forty-five (45) days of
the written request unless additional engineering studies are required.
B. Approval of a request for fee-in-lieu of on-site stormwater storage on a development site
above the 50-year, 24-hour detention volume shall be determined by the Enforcement
Officer.
C. Fee-in-lieu of on-site stormwater storage shall be the fee computed for each acre-foot or
part thereof of stormwater storage approved in accordance with the procedures and
schedules as approved by the SMC.
121
D. A fund will be maintained by the SMC for each of the four major Lake County watersheds
for the purpose of identifying and controlling all revenues and expenditures resulting from
fee-in-lieu of on-site stormwater storage approvals. All fee-in-lieu of on-site stormwater
storage revenues received from each watershed shall be deposited in these funds for use
within that watershed.
E. The following requirements must be met before a fee-in-lieu of on-site stormwater storage
will be approved:
1. The downstream stormwater management system has “adequate downstream
stormwater capacity” (see Appendix A: Definitions); and
2. The SMC has an adopted fee-in-lieu of on-site stormwater storage program.
F. Fee-in-lieu of on-site stormwater storage revenues shall be used to design, maintain, or
construct an upgrade to existing or future stormwater management systems if the upgrade
is consistent with a basin plan, floodplain study, or stormwater system improvement that
has been approved by the SMC.
Purpose: Provide fee-in-lieu option, as determined by the Enforcement Officer. Communities may be more
restrictive and omit this option during Community Ordinance adoption.
TAC Vote: 04/16/2020: 10-0-0 (unanimous)
WDO Amendment #5
§ 302.02 Exempted Developments
Annexation agreements, final plats, Planned Unit Developments, site development permits, or current building
permits approved between October 18, 1992 and [Lake County Board WDO Adoption DATE + six (6)
months] if the approved plans and designs are in conformance with the pre-[Lake County Board WDO
Adoption DATE] Ordinance provisions. That portion of any annexation agreement, final plat, Planned Unit
Development, site development permit, or current building permit which is amended after [DATE + 6 months]
and which affects the stormwater management system is not exempt from the provisions of this Ordinance
Purpose: Allowance for exemptions (e.g., Appendix I: Rainfall) to be requested up to 6 months after effective WDO
adoption date. Sets a consistent target date for all Communities to use [WDO Date + 6 months].
Communities typically adopt the WDO within 90 days after Lake County Board approval (ant icipated May
2020).
TAC Vote: 10/17/2019: 8-1-1
WDO Amendment #6
§ 501.06 Developed Soil HSG
For determination of soil runoff characteristics, areas of the development that are hydrologically disturbed and
compacted shall be changed to the next higher that hydrologic soil types’ highest runoff potential/soil group
classification e.g., B to C, C to D, or as approved by the Enforcement Officer. Soil groups that are not
hydrologically disturbed will retain their current runoff characteristics. Areas that are deed or plat restricted for
native planting areas may be determined to have lower runoff characteristics, and may be taken into
account when meeting the runoff volume reduction requirements of this Ordinance (503.02). The
Enforcement Officer may determine these areas are not hydrologically disturbed and may be removed from
the required detention volume calculation.
Purpose: Clarify how HSG’s are changed for hydrologically disturbed areas. Separate native planting section into
new paragraph – see amendment #7.
122
TAC Vote: 10/17/2019: 10-0-0
WDO Amendment #7
§ 501.07 Native Planting Incentive
Areas that are deed or plat restricted for native planting areas may be determined to have lower runoff
characteristics, and may be taken into account when meeting the runoff volume reduction requirements of this
Ordinance (503.02). The Enforcement Officer may determine these areas can be excluded from the required
detention volume calculation.
Purpose: Separated from 501.06 to clarify detention volume incentive for native planting areas.
TAC Vote: 10/17/2019: 9-0-0
WDO Amendment #8
§ 401.15 Updated Hydric Soil Classification
If the soil mapping submitted for the development indicates the presence of soils classified as a hydric soil
(USDA/NRCS Soil Classification) the soils listed in this subsection, then the applicant shall provide site-
specific soil mapping performed by a certified soil classifier or geotechnical investigation for the development.
No buildings shall be constructed on these soils unless appropriate building methods, such as pilings, caissons, or
removal and replacement of unsuitable soils, as approved by the Enforcement Officer, are used to provide and
protect a suitable building foundation.
Soils classified as a hydric soil (USDA/NRCS Soil Classification) in its very poorly drained condition or the
following three soil classification in any condition:
A. Houghton Muck (W103)
B. Houghton Peat (W97)
C. Peotone Silty Clay Loam (W330)
Development that is exempted from this requirement is any development activity not resulting in the construction of
a building.
Purpose: Capture all current poorly drained hydric soils per 2005 Lake County Soil Survey e.g., Houghton Peat
(W97) does not exist, while many others are included.
TAC Vote: 5/21/2020: Approved as modified 6-3-3
WDO Amendment #9
§ 600.09 Permanent Stabilization
All temporary soil erosion and sediment control measures shall be removed within thirty (30) days after final
site stabilization is achieved or after the temporary measures are no longer needed. Trapped sediment and
other disturbed soil areas shall be permanently stabilized with a uniform (e.g., evenly distributed, without
large bare areas) perennial vegetative cover with a minimum density of 70 percent or higher, at the
discretion of the Enforcement Officer, on all unpaved areas and areas not covered by permanent
structures or equivalent permanent stabilization measures.
Purpose: Clarify and codify vegetative cover requirement for permanent stabilization. Mirrors IEPA ILR10 language
which requires 70 percent.
TAC Vote: 10/17/2019: 9-0-0
123
WDO Amendment #11
§ 100 Introduction
This Ordinance is one part of the adopted Lake County Comprehensive Stormwater Management Plan. It
sets forth the minimum requirements for the stormwater management aspects of development in Lake
County. The Lake County Stormwater Management Commission is the corporate enforcement authority for
the Ordinance. Illinois Compiled Statutes Chapter 55, Act 5, Section 5-1062 [55 ILCS 5/5-1062] states, “The
purpose of this Section is to allow management and mitigation of the effects of urbanization on stormwater
drainage… by consolidating the existing stormwater management framework into a united, countywide
structure…” The Lake County Comprehensive Stormwater Management Plan , adopted by Ordinance on June
11, 1990 states, “… that the regulations be uniformly and consistently enforced throughout the County by all
agencies.” While local conditions may sometimes require extraordinary regulatory measures, the Lake
County Stormwater Management Commission (SMC) has determined that uniform and consistent
enforcement will be enhanced by municipalities adopting the standards of the Watershed Development
Ordinance. In those instances where the requirements of this Ordinance are not stipulated in a municipal
ordinance or do not meet the minimum requirements herein, this Ordinance shall prevail. It is recognized that
A community may has an individual right to enact stricter standards beyond the minimum standards
presented in this Ordinance. The SMC has developed a Technical Reference Manual Guidance
Memorandums Memoranda which is a are recommended guides for users of this Watershed Development
Ordinance (WDO).
Purpose: 1) Clarify that community Ordinances can be more restrictive. 2) Remove all TRM references as the
manual is no longer supported by SMC. TGMs are now used.
TAC Vote: 10/17/2020: 10-0-0
WDO Amendment #12
§ 504.02 Water Quality Treatment
Prior to discharging to Waters of the United States, Isolated Waters of Lake County, or adjoining property, the
development shall divert and detain at least the first 0.01 inch of runoff for every 1% of impervious surface for
the development with a minimum volume equal to 0.2 inch of runoff (e.g., 20% or less impervious = 0.2 -inch,
50% impervious = 0.5-inch, 90% impervious = 0.9-inch); or provide an equivalent level of treatment of runoff
as approved by the Enforcement Officer and consistent with the best management practices. guidance
contained in the Technical Reference Manual.
Purpose: Remove all TRM references as the manual is no longer supported by SMC. Optionally, reference a
Technical Guidance Memorandum, if desired.
TAC Vote: 10/17/2019: 10-0-0
124
WDO Amendment #13
§ 1008.02 Detention in Isolated Waters of Lake County
The following shall apply when using Isolated Waters of Lake County for detention and not for wetland
enhancement mitigation credit:
A. The applicant shall use a “wetland detention basin” design as provided in the Technical Reference Manual
(TRM), and shall re-establish vegetation within the detention basin using the Native Plant Guide for Streams
and Stormwater Facilities in Northeastern Illinois, NRCS, et al., (as amended) as a minimum standard for the
re-vegetation plan.
Purpose: Remove all TRM references as the manual is no longer supported by SMC. This section is under the
Wetlands section of the WDO and would be administered by a Certified Wetland Specialist. Optionally,
reference a Technical Guidance Memorandum, if desired.
TAC Vote: 10/17/2019: 10-0-0
WDO Amendment #14
§ Appendix A: Definitions
Technical Reference Manual (TRM): The Lake County Stormwater Management Commission Technical Reference
Manual. This manual contains design guidance for a development site to meet the Watershed Development
Ordinance performance standards.
Purpose: Remove all TRM references as the manual is no longer supported by SMC.
TAC Vote: 10/17/2019: 9-0-1
WDO Amendment #16
§ 201.02. Community Certification Process
A. Communities desiring certification may submit a letter of intent to petition for Certification.
B. A petition for Standard Certification, Isolated Wetland Certification, or FIL50 Certification shall be submitted
to the SMC indicating how the community meets the criteria for certification. A copy of the community’s
adopted ordinance shall be included with the petition.
…
J. Fee-in-lieu of detention ordinances and procedures used by Certified Communities shall be reviewed and
approved by the SMC as part of the regular certification process.
…
M. Communities with FIL50 Certification may administer WDO 509.04 for development under its
respective permit authority.
Purpose: Create a new certification for Communities to administer FIL50 program.
TAC Vote: 03/19/2020: 9-0-0 (unanimous)
125
WDO Amendment #19
Appendix E: Enforcement Officer Duties - NEW
M. The Enforcement Officer of a community with FIL50 Certification shall provide SMC an annual
report summarizing FIL50 fees received, project expenditures and status, categorized by
watershed.
Purpose: Create a new certification for Communities to administer FIL50 program.
TAC Vote: 03/19/2020: 9-0-0 (unanimous)
WDO Amendment #20
§ Appendix A: Definitions
Designated Erosion Control Inspector: A person responsible for, at a minimum, verifying compliance and on-going
maintenance of the approved soil erosion and sediment control plan measures of a development and who is
recommended to meet the minimum qualification requirements of A., B., C., and D., as follows:
A. Provide a one (1) page statement of qualifications in the areas noted below and a request to be
included on the SMC Designated Erosion Control Inspector qualified listing. The signed
statement will be considered as evidence of qualifications.
B. Pass the Designated Erosion Control Inspector Exam that is administered by the SMC.
C. Complete a SMC-approved soil erosion and sediment control course and meet the requirements
of one (1) of the following:
1. Have an official designation as a Certified Professional in Erosion and Sediment Control
(CPESC) or Certified Erosion, Sediment and Stormwater Inspector (CESSWI); or
2. Two (2) years cumulative experience in the Upper Midwest Region on soil erosion and
sediment control inspections.
D. The listing of Designated Erosion Control Inspectors shall be officially updated every three (3)
years by the SMC. A minimum of twenty-four (24) work-related professional development hours
including SMC mandatory training for this designation shall be obtained within the three -year
period in order to qualify for re-listing. Continuing education requirements shall be as
follows:
1. Attendance at each annual DECI training seminars shall be sufficient for the three-year
listing period.
2. Alternatively, DECIs must attend twenty-four (24) hours of work-related professional
development hours within the three-year period for relisting.
E. Documentation shall be self-monitoring and shall be provided to SMC upon application for
listing.
Purpose: Update the continuing education requirement for DECIs
TAC Vote: 04/13/2020: approved as modified, 6-4-0
126
WDO Amendment #21
§ 1000.02 Wetland Determination Report
C.2. Lake County Wetland Inventory map (including ADID sites)
Purpose: Important to show ADID sites for regulatory purposes (possible HQARs, stricter requirements).
TAC Vote: 04/16/2020: 10-0-0
WDO Amendment #22
§ 1000.02 Wetland Determination Report
C.5. Hydrologic Atlas (U.S.G.S. Flood of Record map)
Purpose: Clarify that these are one and the same source – Lake County online maps identify this layer under
Drainage menu as “USGS Flood of Record”.
TAC Vote: 04/16/2020: 10-0-0
WDO Amendment #23
§ 1000.02 Wetland Determination Report
D. Army Corps of Engineers data sheets (March 1992 or most recent version (Midwest Region, most
recent version) with color photographs provided for representative upland and wetland data points;
Purpose: Update to make sure delineators are using the most current Corps-approved data sheet for our region.
TAC Vote: 04/16/2020: 10-0-0
WDO Amendment #24
§ 1000.02 Wetland Determination Report
E. A written description of the wetland(s) that includes a Floristic Quality Assessment as determined using
the Chicago Region Floristic Quality Assessment Calculator (U.S. Army Corps of Engineers,
Chicago District, most recent version).by methodology contained in Swink, F. and G. Wilhelm’s Plants
of the Chicago Region (1994, 4th Edition, Wilhelm, G. and L. Rericha’s Flora of the Chicago Region,
2017, Indianapolis: Indiana Academy of Science). Floristic quality assessments shall generally be
conducted between May 15 and October 1. Assessments conducted outside this time frame may require
additional sampling during the growing season to satisfy this requirement;
Purpose: Update to current methodology for floristic quality assessment determinations.
TAC Vote: 05/21/2020: Approved as modified 12-0-0
127
WDO Amendment #25
§ Appendix L, Section. L: High-Quality Aquatic Resources
L. Wetlands with a native mean coefficient of conservatism value (native mean C value) of greater
than or equal to 3.5 or a native floristic quality index value (FQI) of greater than or equal to 20 as
determined using the Chicago Region Floristic Quality Assessment Calculato r (U.S. Army Corps
of Engineers, Chicago District, most recent version). Floristic Quality Index of 20 or greater or a
mean C-value of 3.5 or greater: Reference Plants of the Chicago Region (F. Swink and G. Wilhelm, 4th
Edition, Indianapolis: Indiana Academy of Science, 1994) Wilhelm, G. and L. Rericha’s Flora of the
Chicago Region, 2017, Indianapolis: Indiana Academy of Science. Mean C-Values, and the total
number of species used to calculate the FQI, should be calculated for native plants only, as
described in Plants of the Chicago Region (F. Swink and G. Wilhelm, 4th Edition, Indianapolis:
Indiana Academy of Science, 1994). In Swink and Wilhelm, introduced plants have no C-value,
rather than a C-value of 0.
Purpose: Update for new reference for plant classification (native vs. adventive) and consistency with definition in
Corps-Chicago District Regional Permit Program Appendix A – High Quality Aquatic Resources (as
revised 1-10-2020).
TAC Vote: 05/21/2020: Approved as modified 12-0-0
WDO Amendment #26
§ Appendix M: SMC-Approved Wetland Mitigation Banking Requirements
S. Species Composition: Species selected for the planting shall be native to Lake County (ref. Swink and
Wilhelm, Plants of the Chicago Region, 4th Edition, 1994 Wilhelm, G. and L. Rericha’s Flora of the
Chicago Region, 2017, Indianapolis: Indiana Academy of Science) and shall be appropriate for the
hydrologic zone to be planted. A minimum number of native perennial species proposed for
establishment must be present within each plant community to meet certification standards, as follows:
Purpose: Update to the new reference for plant classification (native vs. adventive).
TAC Vote: 04/16/2020: 8-1-1
WDO Amendment #27
§ Appendix N: WDO Mitigation Requirements and Guidelines for Isolated Waters of Lake County Impacts
H.2.a. Floristic Quality: By the end of the performance period, a native mean coefficient of conservatism value
(native mean C value) of greater than or equal to 3.5 and a native floristic quality index value (FQI) of
greater than or equal to 20 shall be achieved for each wetland community as determined using the
Chicago Region Floristic Quality Assessment Calculator (U.S. Army Corps of Engineers, Chicago
District, most recent version). Native plant species coefficients of conservatism and the methods for
calculating the native mean C value and FQI are included in Swink, Floyd and Gerould Wilhelm, Plants of
the Chicago Region (Indianapolis: Indiana Academy of Science, 4th Edition, 1994).
Purpose: Update to current reference for floristic quality assessment determinations.
TAC Vote: 04/16/2020: 10-0-0
128
WDO Amendment #28
§ Appendix N: WDO Mitigation Requirements and Guidelines for Isolated Waters of Lake County Impacts
H.2.b. Mean Wetness Coefficient: By the end of the performance period, the mean wetness coefficient (mean
W) shall be less than or equal to 0 in each wetland community. Wetness coefficients are listed below,
based on the National Wetland Ccategory of each plant species designated in the National Wetland
Plant List - Midwest Regional Plant List (U.S. Army Corps of Engineers, most recent
version).Reed, Porter B., National List of Plant Species that Occur in Wetlands: North Central (Region 3),
U.S. Fish Wildlife. Service. Rep. 88(26.3, 1988). The mean W for each wetland community is calculated
by the following equation: Sum of wetness coefficients for all species/number of species.
Wetness Coefficients
National Wetland Category Wetness
Coefficient
Obligate (OBL) -5-2
Facultative Wetland + (FACW+) -4
Facultative Wetland (FACW) -3-1
Facultative Wetland - (FACW-) -2
Facultative + (FAC+) -1
Facultative (FAC) 0
Facultative - (FAC-) 1
Facultative Upland - (FACU-) 2
Facultative Upland (FACU) 31
Facultative Upland + (FACU+) 4
Upland (UPL) 52
Purpose: Update the Wetness Coefficient values to be consistent with National Wetland Plant List - Midwest
Regional Plant List (U.S. Army Corps of Engineers, most recent version).
TAC Vote: 04/16/2020: 10-0-0
WDO Amendment #29
§ Appendix N: WDO Mitigation Requirements and Guidelines for Isolated Waters of Lake County Impacts
H.3.a. Floristic Quality: By the end of the performance period, a native mean coefficient of conservatism value
(native mean C value) of greater than or equal to 2.5 and a native floristic quality index value (FQI) of
greater than or equal to 15 shall be achieved for the buffer as determined using the Chicago Region
Floristic Quality Assessment Calculator (U.S. Army Corps of Engineers, Chicago District, mo st
recent version). Native plant species coefficients of conservatism and the methods for calculating the
native mean C value and FQI are included in Swink, Floyd and Gerould Wilhelm, Plants of the Chicago
Region (Indianapolis: Indiana Academy of Science, 4th Edition, 1994).
Purpose: Update to current reference for floristic quality assessment determinations.
TAC Vote: 04/16/2020: Approved as modified 10-0-0
WDO Amendment #30
§ Appendix A: Definitions
Isolated Waters of Lake County: All waters such as wetlands, ponds, streams (including intermittent streams), farmed
wetlands, and wetlands that are not under U.S. Army Corps of Engineers jurisdiction. The limits of the Isolated
Waters of Lake County extend to the ordinary high water mark or the delineated wetland boundary.
Purpose: Clarify that all stream classifications not regulated by the Corps as waters of the United States would be
IWLC: perennial, intermittent and ephemeral.
TAC Vote: 04/16/2020: 9-0-1
129
WDO Amendment #31
§ 1005.01.E. Isolated Waters of Lake County Impacts (HQAR Documentation)
A statement Current documentation on the occurrence of any high quality aquatic resources on or adjoining the
development.
Purpose: Require submittals with valid information on T&E species and wetland floristic quality for potential HQAR
designation (i.e., EcoCat <2 years old; wetland delineations with FQA <3 years old).
TAC Vote: 04/16/2020: 10-0-0
WDO Amendment #33
§ Mitigation Hierarchy
1007.03 Space intentionally left blank.
1007.03 1009.01 Mitigation Hierarchy for Isolated Waters of Lake County
A. Size Requirements
1. If the required mitigation acreage is less than one and one-half (1.5) acres, mitigation
requirements shall follow the mitigation hierarchy in 1007.03 1009.01.B.2 through 1007.03
1009.01.B.4. If on-site mitigation increases an existing on-site wetland size to greater than
or equal to one and one-half (1.5) acres, the applicant may use the mitigation hierarchy in
1007.03 1009.01.B.1.
2. If the required mitigation acreage is one and one-half (1.5) acres or greater, mitigation
requirements shall follow the mitigation hierarchy in 1007.03 1009.01.B.1 through 1007.03
1009.01.B.4.
B. Hierarchy
All mitigation shall occur in Lake County. Mitigation shall use the following hierarchy. Allowance
to the next lower step is permitted only when justified through sequencing specified in 1005.01L
and 1005.01M or when the higher step is not available or as specified in 1007.03 1009.01.B.4:
1. On-site wetland mitigation meeting the requirements of the project mitigation document.
2. In the same watershed as wetland impact: A U.S. Army Corps of Engineers Approved
Wetland Mitigation Bank; or a SMC Approved Wetland Mitigation Bank; or off -site wetland
mitigation meeting the requirements of the project mitigation document.
3. Outside of the watershed (at double the required mitigation acreage): A U.S. Army Corps
of Engineers Approved Wetland Mitigation Bank; or a SMC Approved Wetland Mitigation
Bank; or off-site wetland mitigation meeting the requirements of the project mitigation
document.
4. SMC Wetland Restoration Fund. This mitigation option may only be used for wetland
impacts where there are no available mitigation credits within the watershed and the
corresponding fees and mitigation ratios shall be charged at the ‘in -watershed’ rate.
Purpose: Re-insert Mitigation Hierarchy per pre-WDO reformatting. This section was erroneously reformatted to
incorrectly include only IWLC. The original formatting was applicable for both IWLC and WOUS.
5/21/20 TAC Vote: 05/21/2020: 12-0-0
130
WDO Amendment #34
§ WDO Appendix K
Appendix K: Detention Volume Versus Curve Number
Curves to be inserted from the attached May 18, 2020 memorandum from Bleck Engineering
Purpose: Increase required detention to account for updated rainfall in Amendment #1a. Support new Fee-in-Lieu
program. Update to use Curve Numbers instead of percent impervious. Add 50-year curve.
TAC Vote: 05/21/2020: 10-0-2
131
GIS CONSORTIUM SERVICE PROVIDER CONTRACT
This contract (this “Contract”) made and entered into this 1st day of January, 2021 (the
“Effective Date”), by and between the City of Lake Forest, an Illinois municipal corporation
(hereinafter referred to as the “Municipality”), and Municipal GIS Partners, Incorporated, 701 Lee
Street, Suite 1020, Des Plaines, Illinois 60016 (hereinafter referred to as the “Consultant”).
WHEREAS, the Municipality is a member of the Geographic Information System
Consortium (“GISC”);
WHEREAS, the Consultant is a designated service provider for the members of GISC and
is responsible for providing the necessary professional staffing resource support services as more
fully described herein (the “Services”) in connection with the Municipality’s geographical
information system (“GIS”);
WHEREAS, the Municipality desires to engage the Consultant to provide the Services on
the terms set forth herein; and
WHEREAS, the Consultant hereby represents itself to be in compliance with Illinois
statutes relating to professional registration applicable to individuals performing the Services
hereunder and has the necessary expertise and experience to furnish the Services upon the terms
and conditions set forth herein.
NOW, THEREFORE, in consideration of the foregoing and of the promises hereinafter
set forth, it is hereby agreed by and between the Municipality and the Consultant that:
SECTION 1
SCOPE OF SERVICES
1.1 Statement of Work. This Contract contains the basic terms and conditions that will
govern the overall relationship between the Consultant and the Municipality. The Consultant will
provide the Services described in the statement of work attached hereto as Attachment 1
(“Statement of Work”), which shall become a part of and subject to this Contract.
1.2 Supplemental Statements of Work. Any additional services to be performed by the
Consultant may be added to this Contract after the Effective Date by the mutual agreement of the
parties, which agreement will be evidenced by mutual execution of a Supplemental Statement of
Work which shall also be subject to the terms and conditions set forth in this Contract, substantially
in the form attached hereto as Exhibit A.
1.3 Additional Compensation. If the Consultant wishes to make a claim for additional
compensation as a result of action taken by the Municipality, the Consultant shall give written
notice of its claim within fifteen (15) days after occurrence of such action. Regardless of the
decision of the Municipality Manager relative to a claim submitted by the Consultant, all work
required under this Contract as determined by the Municipality Manager shall proceed without
interruption.
132
1.4 Contract Governs. If there is a conflict between the terms of this Contract and the
Statement of Work or any Supplemental Statement of Work, unless otherwise specified in such
Statement of Work, the terms of this Contract shall supersede the conflicting provisions contained
in such Statement of Work.
SECTION 2
PERFORMANCE OF WORK
2.1 All work hereunder shall be performed under the direction of the
[CITY/MUNICIPALITY MANAGER] or his designee (hereinafter referred to as the
“Municipality Manager”) in accordance with the terms set forth in this Contract and each relevant
Statement of Work.
SECTION 3
RELATIONSHIP OF PARTIES
3.1 Independent Contractor. The Consultant shall at all times be an independent
contractor, engaged by the Municipality to perform the Services. Nothing contained herein shall
be construed to constitute a partnership, joint venture or agency relationship between the parties.
3.2 Consultant and Employees. Neither the Consultant nor any of its employees shall
be considered to be employees of the Municipality for any reason, including but not limited to for
purposes of workers’ compensation law, Social Security, or any other applicable statute or
regulation.
3.3 No Authority to Bind. Unless otherwise agreed to in writing, neither party hereto
has the authority to bind the other to any third party or to otherwise act in any way as the
representative of the other.
SECTION 4
PAYMENT TO THE CONSULTANT
4.1 Payment Terms. The Municipality agrees to pay the Consultant in accordance with
the terms and amounts set forth in the applicable Statement of Work, provided that:
(a) The Consultant shall submit invoices in a format approved by the
Municipality.
(b) The Consultant shall maintain records showing actual time devoted to each
aspect of the Services performed and cost incurred. The Consultant shall permit the authorized
representative of the Municipality to inspect and audit all data and records of the Consultant for
work done under this Contract. The Consultant shall make these records available at reasonable
times during this Contract period, and for a year after termination of this Contract.
(c) The service rates and projected utilization set forth in the applicable
Statement of Work shall adjust each calendar year in accordance with the annual rates approved
by the Board of Directors of GISC which shall be reflected in a Supplemental Statement of Work.
133
(d) Payments to the Consultant shall be made pursuant to the Illinois Local
Government Prompt Payment Act (50 ILCS 505/1 et seq.).
4.2 Service Rates. The service rates set forth in the Statement of Work and
Supplemental Statement of Work include all applicable federal, state, and local taxes of every kind
and nature applicable to the Services as well as all taxes, contributions, and premiums for
unemployment insurance, old age or retirement benefits, pensions, annuities, or similar benefits
and all costs, royalties and fees arising from the use of, or the incorporation into, the Services, of
patented or copyrighted equipment, materials, supplies, tools, appliances, devices, processes, or
inventions. All claim or right to claim additional compensation by reason of the payment of any
such tax, contribution, premium, costs, royalties, or fees is hereby waived and released by
Consultant.
SECTION 5
TERM
5.1 Initial Term. Subject to earlier termination pursuant to the terms of this Contract,
the initial term of this Contract shall commence on the Effective Date and remain in effect for 1
year(s) (the “Initial Term”).
5.2 Renewal Terms. The Initial Term may be extended for successive one (1) year
periods or for any other period as mutually agreed to in writing and set forth in a Supplemental
Statement of Work executed by both parties (each, a “Renewal Term”).
SECTION 6
TERMINATION OF CONTRACT
6.1 Voluntary Termination. Notwithstanding any other provision hereof, the
Municipality may terminate this Contract during the Initial Term or any Renewal Term, with or
without cause, at any time upon ninety (90) calendar days prior written notice to the Consultant.
The Consultant may terminate this Contract or additional Statement of Work, with or without
cause, at any time upon one hundred eighty (180) calendar days prior written notice to the
Municipality.
6.2 Termination for Breach. Either party may terminate this Contract upon written
notice to the other party following a material breach of a material provision of this Contract by the
other party if the breaching party does not cure such breach within fifteen (15) days of receipt of
written notice of such breach from the non-breaching party.
6.3 Payment for Services Rendered. In the event that this Contract is terminated in
accordance with this Section 6, the Consultant shall be paid for services actually performed and
reimbursable expenses actually incurred.
SECTION 7
CONSULTANT PERSONNEL AND SUBCONTRACTORS
7.1 Adequate Staffing. The Consultant must assign and maintain during the term of
this Contract and any renewal thereof, an adequate staff of competent employees, agents, or
134
subcontractors (“Consultant Personnel”) that is fully equipped, licensed as appropriate and
qualified to perform the Services as required by the Statement of Work or Supplemental Statement
of Work.
7.2 Availability of Personnel. The Consultant shall notify the Municipality as soon as
practicable prior to terminating the employment of, reassigning, or receiving notice of the
resignation of, any Consultant Personnel assigned to provide the Municipality with the Services.
The Consultant shall have no claim for damages and shall not bill the Municipality for additional
time and materials charges as the result of any portion of the Services which must be duplicated
or redone due to such termination or for any delay or extension of the time of performance as a
result of any such termination, reassigning, or resignation.
7.3 Use of Subcontractors. The Consultant’s use of any subcontractor or subcontract
to perform the Services shall not relieve the Consultant of full responsibility and liability for the
provision, performance, and completion of the Services as required by this Contract. All Services
performed under any subcontract shall be subject to all of the provisions of this Contract in the
same manner as if performed by employees of the Consultant. For purposes of this Contract, the
term "Consultant" shall be deemed to refer to the Consultant and also to refer to all subcontractors
of the Consultant.
7.4 Removal of Personnel and Subcontractors. Municipality may, upon written notice
to Consultant, request that any Consultant Personnel be removed or replaced. Consultant shall
promptly endeavor to replace such Consultant Personnel and Municipality shall have no claim for
damages for a delay or extension of the applicable Statement of Work as a result of any such
removal or replacement.
7.5 Non-Solicitation of Consultant Employees. The Municipality agrees that during the
term of this Contract and for a period of one (1) year thereafter, it shall not, directly or indirectly,
through any other person, firm, corporation or other entity, solicit, induce, encourage or attempt to
induce or encourage any employee of the Consultant to terminate his or her employment with the
Consultant or to breach any other obligation to the Consultant. The Municipality acknowledges
that the aforementioned restrictive covenant contained in this Section is reasonable and properly
required for the adequate protection of the Consultant’s business.
SECTION 8
ACCOMMODATION OF CONSULTANT PERSONNEL; MUNICIPAL FACILITIES
8.1 Facilities, Equipment, and Records. The Municipality shall provide the Consultant
with adequate office space, furnishings, records, hardware, software and connectivity to fulfill the
objectives of the GIS program. Facilities, equipment, and records include, but are not limited to,
the following:
(a) Office space for the Consultant’s Personnel and periodic guests. This space
should effectively and securely house all required GIS systems, peripherals and support tools. This
space must be available during normal business hours;
(b) Furnishings including adequate desk(s), shelving, and seating for the
Consultant’s Personnel and periodic guests;
135
(c) A telephone line and phone to originate and receive outside calls;
(d) A network connection with adequate speed and access to the Internet;
(e) Hardware, software, peripherals, and network connectivity to perform the
program objectives efficiently; and
(f) Any Municipality data, record, which is necessary for carrying out the work
as outlined in the Contract, Statement of Work or Supplemental Statement of Work.
8.2 Backup and Recovery Systems. The Municipality shall be responsible for
installing, operating and monitoring the backup and recovery systems for all Municipality GIS
assets that permit the Consultant to continue services within a reasonable period of time following
a disaster or outage.
8.3 Right of Entry; Limited Access. Consultant’s Personnel performing Services shall
be permitted to enter upon the Municipality’s property in connection with the performance of the
Services, subject to those rules established by the Municipality. Consent to enter upon a
Municipality’s facility given by the Municipality shall not create, nor be deemed to imply, the
creation of any additional responsibilities on the part of the Municipality. Consultant’s Personnel
shall have the right to use only those facilities of the Municipality that are necessary to perform
the Services and shall have no right to access any other facilities of the Municipality.
SECTION 9
CONFIDENTIAL INFORMATION; INTELLECTUAL PROPERTY; FOIA
9.1 Municipal Materials. The Consultant acknowledges and agrees that all trademarks,
service marks, logos, tradenames and images provided by or on behalf of the Municipality to the
Consultant for use in performing the Services and the GIS database (including files created from
the database) created by Consultant hereunder (the “Municipal Materials”) are the sole and
exclusive property of the Municipality. The Consultant acknowledges that this Contract is not a
license to use the Municipal Materials except as needed to perform the Services hereunder.
9.2 Third-Party Materials. If applicable, to the extent the Consultant has agreed to
obtain and/or license Third-Party Materials on behalf of Municipality, the Consultant shall obtain
a license for Municipality to use the Third-Party Materials as part of the Services for the purpose
specified in the applicable Statement of Work. “Third-Party Materials” shall include, but are not
limited to, computer software, script or programming code or other materials owned by third
parties and/or any software available from third parties, that is licensed by Consultant for the
benefit of the Municipality.
9.3 GISC Materials. It is expressly understood that, excluding the Municipal Materials
and Third-Party Materials, all members of GISC and the Consultant may use or share in any
improvements or modifications incorporated into any computer software (in object code and
source code form), script or programming code used or developed by the Consultant in providing
Services hereunder (the “GISC Materials”).
136
(a) The Consultant herby grants the Municipality a limited, personal,
nontransferable, non-exclusive license to use the GISC Materials solely for the purpose of and in
connection with the Municipality’s GIS. Upon expiration or termination of this Contract, or at
such time the Municipality is no longer a member of GISC or in breach of its obligations hereunder,
the Municipality shall not be entitled to or granted a license in future enhancements, improvements
or modifications in the GISC Materials. The Municipality may grant a sublicense to a third party
that the Municipality engages to maintain or update the GISC Materials in connection with the
Municipality’s GIS; provided that such third party agrees in writing to be bound by the license
restrictions set forth in this Contract.
(b) The Municipality acknowledges that the Consultant is in the business of
providing staffing resource support services and that the Consultant shall have the right to provide
services and deliverables to third parties that are the same or similar to the services that are to be
rendered under this Contract, and to use or otherwise exploit any GISC Materials in providing such
services. The Municipality hereby grants to the Consultant, a royalty-free, non-exclusive,
irrevocable license throughout the world to publish modify, transfer, translate, deliver, perform,
use and dispose of in any manner any portion of the GISC Materials.
9.4 Confidential Information. In the performance of this Contract, the Consultant may
have access to or receive certain information in the possession of the Municipality that is not
generally known to members of the public ("Confidential Information"). The Consultant
acknowledges that Confidential Information includes, but is not limited to, proprietary
information, copyrighted material, educational records, employee data, financial information,
information relating to health records, resident account information, and other information of a
personal nature. Consultant shall not use or disclose any Confidential Information without the
prior written consent of the Municipality. Consultant will use appropriate administrative, technical
and physical safeguards to prevent the improper use or disclosure of any Confidential Information
received from or on behalf of the Municipality. Upon the expiration or termination of this
Contract, Consultant shall promptly cease using and shall return or destroy (and certify in writing
destruction of) all Confidential Information furnished by the Municipality along with all copies
thereof in its possession including copies stored in any computer memory or storage medium. The
term “Confidential Information” does not include information that (a) is or becomes generally
available to the public other than as a result of a breach of this Contract by the Consultant; (b) was
in the Consultant’s or Consultant Personnel’s possession on a non-confidential basis from any
source other than the Municipality, which source, to the knowledge of the Consultant, is entitled
to disclose such information without breach of any obligation of confidentiality; (c) is
independently developed by the Consultant without the use of or reference to, in whole or in part,
any Confidential Information; (d) required to be disclosed pursuant to a court order issued by a
court having jurisdiction thereof (subject to Section 9.5); or (e) information subject to disclosure
under FOIA (as defined below in Section 9.6). For avoidance of doubt, it is agreed that the GISC
Materials shall not be considered Confidential Information.
9.5 Dissemination of Confidential Information. Unless directed by the Municipality,
Consultant shall not disseminate any Confidential Information. If Consultant is presented with a
request for documents by any administrative agency or with a subpoena duces tecum regarding
any Confidential Information which may be in Consultant's possession as a result of Services
provided under this Contract, unless prohibited by law, Consultant shall immediately give notice
137
to the Municipality with the understanding that the Municipality shall have the opportunity to
contest such process by any means available to it prior to submission of any documents to a court
or other third party. Consultant shall not be obligated to withhold delivery of documents beyond
the time ordered by a court of law or administrative agency, unless the request for production or
subpoena is quashed or withdrawn, or the time to produce is otherwise extended. Consultant shall
cause its personnel, staff and subcontractors, if any, to undertake the same obligations regarding
confidentiality and dissemination of information as agreed to by Consultant under this Contract.
9.6 Freedom of Information Act Requests. Within five (5) business days after the
Municipality’s Notice to the Consultant of the Municipality’s receipt of a request made pursuant
to the Illinois Freedom of Information Act (ILCS 140/1 et seq. – herein “FOIA”), the Consultant
shall furnish all requested records in the Consultant’s possession which are in any manner related
to this Contract or the Consultant’s performance of the Services, including but not limited to any
documentation related to the Municipality and associated therewith. The Consultant shall not
apply any costs or charge any fees to the Municipality or any other person, firm or corporation for
its procurement and retrieval of such records in the Consultant’s possession which are sought to
be copied or reviewed in accordance with such FOIA request or requests. The Consultant shall
defend, indemnify and hold harmless the Municipality including its several departments and
including its officers and employees and shall pay all of the Consultant’s Costs associated with
such FOIA request or requests including Costs arising from the Consultant’s failure or alleged
failure to timely furnish such documentation and/or arising from the Consultant’s failure or alleged
failure otherwise to comply with the FOIA, whether or not associated with the Consultant’s and/or
the Municipality’s defense of any litigation associated therewith. In addition, if the Consultant
requests the Municipality to deny the FOIA request or any portion thereof by utilizing one or more
of the lawful exemptions provided for in the FOIA, the Consultant shall pay all Costs in connection
therewith. As used herein, “in the Consultant’s possession” includes documents in the possession
of any of the Consultant’s officers, agents, employees and/or independent contractors; and “Costs”
includes but is not limited to attorneys’ fees, witness fees, filing fees and any and all other expenses
— whether incurred by the Municipality or the Consultant.
9.7 News Releases. The Consultant may not issue any news releases without prior
approval from the Municipality Manager nor will the Consultant make public proposals developed
under this Contract without prior written approval from the Municipality Manager.
SECTION 10
LIMITATION OF LIABILITY
10.1 THE REPRESENTATIONS SET FORTH IN THIS CONTRACT ARE
EXCLUSIVE AND IN LIEU OF ALL OTHER REPRESENTATIONS AND WARRANTIES,
EXPRESS OR IMPLIED, ARISING BY LAW OR OTHERWISE, INCLUDING BUT NOT
LIMITED TO ANY FITNESS FOR A PARTICULAR PURPOSE OR ANY IMPLIED
WARRANTIES ARISING FROM TRADE USAGE, COURSE OF DEALING OR COURSE OF
PERFORMANCE. UNDER NO CIRCUMSTANCES SHALL EITHER THE CONSULTANT
OR THE MUNICIPALITY BE LIABLE TO THE OTHER FOR ANY INDIRECT,
CONSEQUENTIAL, SPECIAL OR INCIDENTAL DAMAGES, INCLUDING LOST SALES
OR PROFITS, IN CONNECTION WITH THIS CONTRACT, EVEN IF IT HAS BEEN
ADVISED OF THE POSSIBILITY OF SUCH DAMAGES.
138
SECTION 11
CONSULTANT WARRANTY; INDEMNIFICATION; INSURANCE
11.1 Warranty of Services. The Consultant warrants that the Services shall be performed
in accordance with industry standards of professional practice, care, and diligence practiced by
recognized consulting firms in performing services of a similar nature in existence at the time of
the Effective Date. Unless expressly excluded by this Contract, the warranty expressed shall be in
addition to any other warranties expressed in this Contract, or expressed or implied by law, which
are hereby reserved unto the Municipality.
11.2 Indemnification. The Consultant shall indemnify and save harmless the
Municipality and its officers, employees, and agents from and against any and all loss, liability
and damages of whatever nature, including Workmen’s Compensation claims by Consultant’s
employees, in any way resulting from or arising out of the negligent actions or omissions of the
Consultant, the Consultant’s employees and agents.
11.3 Insurance. The Consultant must procure and maintain, for the duration of this
Contract, insurance as provided in Attachment 2 to this Contract.
11.4 No Personal Liability No official, director, officer, agent, or employee of any party
shall be charged personally or held contractually liable by or to the other party under any term or
provision of this Contract or because of its or their execution, approval or attempted execution of
this Contract.
SECTION 12
GENERAL PROVISIONS
12.1 Equal Employment Opportunity Clause. In the event of the Consultant’s non-
compliance with the provisions of this Section 12.1 or the Illinois Human Rights Act, 775 ILCS
5/1-101, et seq., as it may be amended from time to time, and any successor thereto (the “Act”),
the Consultant may be declared ineligible for future contracts or subcontracts with the State of
Illinois or any of its political subdivisions or municipal corporations, and this Contract may be
cancelled or voided in whole or in part, and other sanctions or penalties may be imposed or
remedies invoked as provided by statute or regulation. During the performance of this Contract,
the Consultant agrees as follows:
(a) The Consultant will not discriminate against any employee or applicant for
employment because of race, color, religion, sex, sexual orientation, marital status, order of
protection status, national origin or ancestry, citizenship status, age, physical or mental disability
unrelated to ability, military status or an unfavorable discharge from military service; and, further,
the Consultant will examine all job classifications to determine if minority persons or women are
underutilized and will take appropriate affirmative action to rectify any underutilization.
(b) That, if the Consultant hires additional employees in order to perform this
Contract or any portion of this Contract, the Consultant will determine the availability (in
accordance with 44 Ill. Admin. C. 750.5, et seq., as it may be amended from time to time, and any
successor thereto (the “Applicable Regulations”)) of minorities and women in the areas from
139
which the Consultant may reasonably recruit and the Consultant will hire for each job classification
for which employees are hired in a way that minorities and women are not underutilized.
(c) That, in all solicitations or advertisements for employees placed by the
Consultant or on the Consultant’s behalf, the Consultant will state that all applicants will be
afforded equal opportunity without discrimination because of race, color, religion, sex, sexual
orientation, marital status, order of protection status, national origin or ancestry, citizenship status,
age, physical or mental disability unrelated to ability, military status or an unfavorable discharge
from military service.
(d) That the Consultant will send to each labor organization or representative
of workers with which the Consultant has or is bound by a collective bargaining or other agreement
or understanding, a notice advising the labor organization or representative of the Consultant’s
obligations under the Act and the Applicable Regulations. If any labor organization or
representative fails or refuses to cooperate with the Consultant in the Consultant’s efforts to
comply with the Act and the Applicable Regulations, the Consultant will promptly notify the
Illinois Department of Human Rights (the “Department”) and the Municipality and will recruit
employees from other sources when necessary to fulfill its obligations under the Contract.
(e) That the Consultant will submit reports as required by the Applicable
Regulations, furnish all relevant information as may from time to time be requested by the
Department or the Municipality, and in all respects comply with the Act and the Applicable
Regulations.
(f) That the Consultant will permit access to all relevant books, records,
accounts and work sites by personnel of the Municipality and the Department for purposes of
investigation to ascertain compliance with the Act and the Department's Rules and Regulations.
(g) That the Consultant will include verbatim or by reference the provisions of
this Section 12.1 in every subcontract awarded under which any portion of the Contract obligations
are undertaken or assumed, so that the provisions will be binding upon the subcontractor. In the
same manner as with other provisions of this Contract, the Consultant will be liable for compliance
with applicable provisions of this Section 12.1 by subcontractors; and further the Consultant will
promptly notify the Municipality and the Department in the event any subcontractor fails or refuses
to comply with the provisions. In addition, the Consultant will not utilize any subcontractor
declared by the Illinois Human Rights Commission to be ineligible for contracts or subcontracts
with the State of Illinois or any of its political subdivisions or municipal corporations.
12.2 No Collusion. The Consultant represents and certifies that the Consultant is not
barred from contracting with a unit of state or local government as a result of (i) a delinquency in
the payment of any tax administered by the Illinois Department of Revenue unless the Consultant
is contesting, in accordance with the procedures established by the appropriate revenue act, its
liability for the tax or the amount of the tax, as set forth in Section 11-42.1-1 et seq. of the Illinois
Municipal Code, 65 ILCS 5/11-42.1-1 et seq.; or (ii) a violation of either Section 33E-3 or Section
33E-4 of Article 33E of the Criminal Code of 1961, 720 ILCS 5/33E-1 et seq.
140
12.3 Sexual Harassment Policy. The Consultant certifies that it has a written sexual
harassment policy in full compliance with Section 2-105(A)(4) of the Illinois Human Rights Act,
775 ILCS 5/2-105(A)(4).
12.4 Compliance with Laws and Grants. Consultant shall give all notices, pay all fees,
and take all other action that may be necessary to ensure that the Services are provided, performed,
and completed in accordance with all required governmental permits, licenses, or other approvals
and authorizations that may be required in connection with providing, performing, and completing
the Services, and with all applicable statutes, ordinances, rules, and regulations, including without
limitation the Fair Labor Standards Act; any statutes regarding qualification to do business; any
statutes prohibiting discrimination because of, or requiring affirmative action based on, race, creed,
color, national origin, age, sex, or other prohibited classification, including, without limitation, the
Americans with Disabilities Act of 1990, 42 U.S.C. §§ 12101 et seq., and the Illinois Human
Rights Act, 775 ILCS 5/1-101 et seq. Consultant shall also comply with all conditions of any
federal, state, or local grant received by Municipality or Consultant with respect to this Contract
or the Services.
12.5 Assignments and Successors. This Contract and each and every portion thereof
shall be binding upon the successors and the assigns of the parties hereto; provided, however, that
no assignment, delegation or subcontracting shall be made without the prior written consent of the
Municipality.
12.6 Severability. The parties intend and agree that, if any paragraph, subparagraph,
phrase, clause, or other provision of this Contract, or any portion thereof, shall be held to be void
or otherwise unenforceable, all other portions of this Contract shall remain in full force and effect.
12.7 Third Party Beneficiary. No claim as a third party beneficiary under this Contract
by any person, firm, or corporation other than the Consultant shall be made or be valid against the
Municipality.
12.8 Waiver. No waiver of any provision of this Contract shall be deemed to or
constitute a waiver of any other provision of this Contract (whether or not similar) nor shall any
such waiver be deemed to or constitute a continuing waiver unless otherwise expressly provided
in this Contract.
12.9 Governing Laws. This Contract shall be interpreted according to the internal laws,
but not the conflict of laws rules, of the State of Illinois. Venue shall reside in Cook County,
Illinois.
12.10 Headings. The headings of the several paragraphs of this Contract are inserted only
as a matter of convenience and for reference and in no way are they intended to define, limit, or
describe the scope of intent of any provision of this Contract, nor shall they be construed to affect
in any manner the terms and provisions hereof or the interpretation or construction thereof.
12.11 Modification or Amendment. This Contract constitutes the entire Contract of the
parties on the subject matter hereof and may not be changed, modified, discharged, or extended
except by written amendment or Supplemental Statement of Work duly executed by the parties.
141
Each party agrees that no representations or warranties shall be binding upon the other party unless
expressed in writing herein or in a duly executed amendment hereof.
12.12 Attachments and Exhibits. Attachments 1 and 2 and Exhibit A are attached hereto,
and by this reference incorporated in and made a part of this Contract. In the event of a conflict
between any Attachment or Exhibit and the text of this Contract, the text of this Contract shall
control. In the event of any conflict or inconsistency between the terms of this Contract and any
Supplemental Statement of Work, the terms of the Supplemental Statement of Work will govern
and control with respect to the term, projected utilization rates, service rates and scope of services.
12.13 Rights Cumulative. Unless expressly provided to the contrary in this Contract,
each and every one of the rights, remedies, and benefits provided by this Contract shall be
cumulative and shall not be exclusive of any other such rights, remedies, and benefits allowed by
law.
12.14 Good Faith Negotiation. Before commencing any legal action, the parties agree to
enter into good faith negotiations to resolve any controversy, claim, or dispute (“Dispute”). Such
good faith negotiations shall commence promptly upon a party’s receipt of notice of any Dispute
from the other party and continue for a period of fourteen (14) days or any period of time as
mutually agreed upon.
12.15 Notices. All notices, reports and documents required under this Contract shall be in
writing (including prepaid overnight courier, electronic transmission or similar writing) and shall
be given to such party at its address or e-mail address set forth below, or at such other address or
e-mail address as such party may hereafter specify from time to time. Each such notice shall be
effective (i) if given by first class mail or prepaid overnight courier, when received, or (ii) if sent
to an e-mail address, upon the sender’s receipt of an acknowledgment from the intended recipient
(such as by the “return receipt requested” function, as available, return e-mail or other written
acknowledgment).
If to Municipality: City of Lake Forest
Brian Joyce
800 North Field Drive
Lake Forest, IL 60045
Attention: Brian Joyce
E-mail: joyceb@cityoflakeforest.com
If to Consultant: Municipal GIS Partners, Incorporated
Thomas A. Thomey
701 Lee Street, Suite 1020
Des Plaines, IL 60016
Attention: Thomas Thomey
E-mail: tthomey@mgpinc.com
12.16 Force Majeure. No party to this Contract shall be responsible or liable for, or
deemed in breach hereof because of, any delay in the performance of its respective obligations
under this Contract to the extent that such delay is due substantially to circumstances beyond the
142
party’s reasonable control and without the fault or negligence of the party experiencing such delay.
Such circumstances may include, but are not limited to, any act of God, fire or other casualty,
epidemic, quarantine, “stay home” or similar order, strike or labor dispute, embargo, war or
violence, act of terrorism, or any law, order, proclamation, ordinance, demand, requirement, action
or inaction of any national, state, provincial, local, or other government or governmental agency
(each, a “Force Majeure”). Upon the occurrence of a Force Majeure, the party experiencing the
Force Majeure shall notify the other party in writing immediately following such Force Majeure,
but in no case later than three (3) business days after such party becomes aware of the occurrence
of the Force Majeure. The written notification shall provide a reasonably detailed explanation of
the Force Majeure.
12.17 Counterpart Execution. This Contract, Statement of Work or any Supplemental
Statement of Work may be executed in several counterparts, each of which, when executed, shall
be deemed to be an original, but all of which together shall constitute one and the same instrument.
[REMAINDER INTENTIONALLY LEFT BLANK; SIGNATURE PAGE FOLLOWS]
143
IN WITNESS WHEREOF, the undersigned have placed their hands and seals hereto as
of the date first above written.
ATTEST:
By: ________________________________
Name: Margaret Boyer
Its: City Clerk
CITY OF LAKE FOREST
By:_________________________________
Name: George Pandaleon
Its: Mayor
ATTEST:
By:
Name: Donna Thomey
Its: Management Support Specialist
CONSULTANT:
MUNICIPAL GIS PARTNERS,
INCORPORATED
By:
Name: Thomas Thomey
Its: President and General Manager
144
Attachment 1
Statement of Work
to
GIS Consortium Service Provider Contract
1) General Purpose. The Consultant will perform all or part of the Municipality’s
geographic information system (GIS) management, development, operation, and maintenance. In
addition to supporting the existing GIS program, the Consultant will identify opportunities for
continued development and enhancement.
The Municipality will be sharing management, development, maintenance expertise and
staffing with other municipalities as a member of the Geographic Information System Consortium
(GISC). The benefits to the Municipality include, but are not limited to, collective bargaining for
rates and services, shared development costs, and joint purchasing and training.
The Consultant is the sole Service Provider for GISC and is responsible for providing the
necessary GIS professional resources to support this entity. The Consultant will facilitate and
manage resource, cost, and technical innovation sharing among GISC members.
2) Service Types. The Consultant will provide two (2) service types. The intent of
this distinction is to track specific types of investment without overburdening general operation of
the GIS program. Many of these services will go unnoticed but are required to sustain the GIS
program. The Consultant will employ reasonable professional discretion when specific direction
is not provided. The two (2) services types are as follows:
A. Services related to the direct management, development, operation, and
maintenance of the GIS required to reasonably support the system.
B. Services relating to the investigation, research, and development of new
functionality and capability for the GIS Consortium and its members.
3) Services. The Consultant will provide the necessary resources to support the GIS
program. The allocation of these resources will be reasonably commensurate with the level of
expertise required to fulfill the specific task which includes, but is not limited to, the following:
A. Site Analyst provides the daily operation, maintenance, and support of the
program for the Municipality, either physically on-site or remotely (as determined by the
Consultant). The Site Analyst is responsible for database management and data quality, map and
product development, user training and help-desk, project identification and program
documentation.
B. The Shared Analyst provides technical support to the Site Analyst and the
Municipality including trouble-shooting and project implementation. The Shared Analyst is
responsible for developing, testing, and managing the GISC shared solutions including the
standard data model and processes, centralized databases, and software applications.
145
C. The Client Account Manager is responsible for the coordination and
operation of the program for the Municipality including leadership alignment and reporting,
planning and budgeting, resource allocation, and performance management.
D. The Manager is responsible for the overall GISC program including the
development and implementation of new shared opportunities based on the direction and
instructions of the GISC Board of Directors.
4) Projected Utilization and Service Rates. The service rates set forth below are based
on, among other things, the negotiated annual projected utilization of all GISC members. The
Consultant shall negotiate annually with the Board of Directors (the “Board”) of GISC to adjust
the annual projected utilization and service rates for the members of GISC. It is anticipated that
the Consultant will submit its proposed annual projected utilization and service rates (the
“Proposal”) to the Board for approval every year on or about July 31st. Upon the Board’s approval
of the Proposal, the annual projected utilization and service rates shall become binding on the
Municipality and incorporated into this Contract by reference, which shall automatically become
effective on January 1st and remain in effect for the remainder of such calendar year. The
approved annual projected utilization and the service rates will be promptly distributed by the
Board or the Consultant to the Municipality. Notwithstanding the foregoing, in the event the
Board, for any reason whatsoever (including the Board being disbanded) does not approve the
Proposal, the Consultant may submit its proposed annual projected utilization and service rates
directly to the Municipality by no later than October 1st, and upon written approval by the
Municipality shall become effective on January 1st. Consultant agrees that, each year, the new
aggregate annual contract value for the Municipality will not exceed the greater of (i) cost-of-
living adjustments based on the CPI1 measured as of the most recent CPI number available prior
to submitting the Proposal, or (ii) 3%. The GISC service and projected utilization rates set forth
below are effective as of the Effective Date until December 31 of such calendar year:
A. Projected Utilization
1. 1,648 hours of Site Analyst
2. 327 hours of Shared Analyst
3. 165 hours of Client Account Manager
4. 81 hours of Manager
1For purposes of this Contract, “CPI” shall mean the all items Consumer Price Index for all Urban Consumers in the Chicago-Gary-Kenosha area. In the event that publication or issuance of the Index is discontinued or suspended, the CPI shall be an index published or issued by the United States Department of Labor or any bureau or agency thereof that computes information from substantially the same statistical categories and substantially the same geographic areas as those computed in the CPI and that weights such categories in a substantially similar way to the weighting of the CPI at the Effective Date. The CPI rates, solely for reference purposes, may be accessed at http://www.bls.gov/ro5/cpichi.htm, it being understood that the Consultant makes no representation or warranty that the rates published on such website are accurate.
146
B. Service Rates
1. $91.15 per hour for Site Analyst
2. $91.15 per hour for Shared Analyst
3. $106.90 per hour for Client Account Manager
4. $134.00 per hour for Manager
Total Not-to-Exceed Amount for Services (Numbers): $208,514.00.
Total Not-to-Exceed Amount for Services (Figures): two hundred eight thousand five hundred
fourteen and 00/100 dollars.
147
Attachment 2
To GIS Consortium Service Provider Contract
Insurance
Consultant’s Insurance
Consultant shall procure and maintain, for the duration of this Contract, insurance against
claims for injuries to persons or damages to property, which may arise from or in connection with
the performance of the work hereunder by the Consultant, its agents, representatives, employees
or subcontractors.
A. Minimum Scope of Insurance: Coverage shall be at least as broad as:
1. Insurance Services Office Commercial General Liability occurrence
form CG 0001 with the Municipality named as additional insured, on a form at least as
broad as the ISO Additional Insured Endorsement CG 2010 and CG 2026.
2. Insurance Service Office Business Auto Liability coverage form
number CA 0001, Symbol 01 “Any Auto.”
3. Workers’ Compensation as required by the Labor Code of the State
of Illinois and Employers’ Liability insurance.
B. Minimum Limits of Insurance: Consultant shall maintain limits no less
than:
1. Commercial General Liability: $1,000,000 combined single limit
per occurrence for bodily injury, personal injury and property damage. The general
aggregate shall be twice the required occurrence limit. Minimum General Aggregate shall
be no less than $2,000,000 or a project/contract specific aggregate of $1,000,000.
2. Business Automobile Liability: $1,000,000 combined single limit
per accident for bodily injury and property damage.
3. Workers’ Compensation and Employers’ Liability: Workers’
Compensation coverage with statutory limits and Employers’ Liability limits of $500,000
per accident.
C. Deductibles and Self-Insured Retentions: Any deductibles or self-insured
retentions must be declared to and approved by the Municipality. At the option of the
Municipality, either: (1) the insurer shall reduce or eliminate such deductibles or self-insured
retentions as it respects the Municipality, its officials, agents, employees and volunteers; or (2) the
Consultant shall procure a bond guaranteeing payment of losses and related investigation, claim
administration and defense expenses.
148
D. Other Insurance Provisions: The policies are to contain, or be endorsed to
contain, the following provisions:
1. General Liability and Automobile Liability Coverages: The
Municipality, its officials, agents, employees and volunteers are to be covered as insureds
as respects: liability arising out of activities performed by or on behalf of the Consultant;
products and completed operations of the Consultant; premises owned, leased or used by
the Consultant; or automobiles owned, leased, hired or borrowed by the Consultant. The
coverage shall contain no special limitations on the scope of protection afforded to the
Municipality, its officials, agents, employees and volunteers.
2. The Consultant’s insurance coverage shall be primary as respects
the Municipality, its officials, agents, employees and volunteers. Any insurance or self-
insurance maintained by the Municipality, its officials, agents, employees and volunteers
shall be excess of Consultant’s insurance and shall not contribute with it.
3. Any failure to comply with reporting provisions of the policies shall
not affect coverage provided to the Municipality, its officials, agents, employees and
volunteers.
4. The Consultant’s insurance shall contain a Severability of
Interests/Cross Liability clause or language stating that Consultant’s insurance shall apply
separately to each insured against whom claim is made or suit is brought, except with
respect to the limits of the insurer’s liability.
5. If any commercial general liability insurance is being provided
under an excess or umbrella liability policy that does not “follow form,” then the
Consultant shall be required to name the Municipality, its officials, employees, agents and
volunteers as additional insureds
6. All general liability coverages shall be provided on an occurrence
policy form. Claims-made general liability policies will not be accepted.
7. The Consultant and all subcontractors hereby agree to waive any
limitation as to the amount of contribution recoverable against them by the Municipality.
This specifically includes any limitation imposed by any state statute, regulation, or case
law including any Workers’ Compensation Act provision that applies a limitation to the
amount recoverable in contribution such as Kotecki v. Cyclops Welding.
E. All Coverages: Each insurance policy required by this paragraph shall be
endorsed to state that coverage shall not be suspended, voided, cancelled, reduced in coverage or
in limits except after thirty (30) days prior written notice by certified mail, return receipt requested,
has been given to the Municipality.
F. Acceptability of Insurers: Insurance is to be placed with insurers with a
Best’s rating of no less than A-, VII and licensed to do business in the State of Illinois.
149
G. Verification of Coverage: Consultant shall furnish the Municipality with
certificates of insurance naming the Municipality, its officials, agents, employees, and volunteers
as additional insured’s and with original endorsements, affecting coverage required herein. The
certificates and endorsements for each insurance policy are to be signed by a person authorized by
that insurer to bind coverage on its behalf. The certificates and endorsements are to be received
and approved by the Municipality before any work commences. The Municipality reserves the
right to request full certified copies of the insurance policies and endorsements.
150
Exhibit A
SAMPLE Form of Supplemental Statement of Work
Pursuant to and in accordance with Sections 1.2 and 12.10 of that certain GIS Consortium
Service Provider Contract dated [INSERT DATE] (the “Contract”) between
the__________________ of _______________________ (the “Municipality”) and Municipal
GIS Partners, Incorporated (the “Consultant”) hereby agree to the following SUPPLEMENTAL
STATEMENT OF WORK (“SSOW”):
1. Description of Additional Services:
[None] or [Describe new services being provided or no longer being provided. Note if
Supplemental Statement of Work is intended to replace a previously approved and
effective Statement of Work]
2. Project Schedule/Term:
[Insert date by which supplemental work must be commenced and completed with any
appropriate milestones]
3. Projected Utilization: [Insert rate effective dates]
A. _____ hours of Site Analyst
B. _____ hours of Shared Analyst
C. _____ hours of Client Account Manager
D. _____ hours of Manager
4. Service Rates: [Insert rate effective dates]
E. $_____ per hour for Site Analyst
F. $_____ per hour for Shared Analyst
G. $_____ per hour for Client Account Manager
H. $_____ per hour for Manager
Total Not-to-Exceed Amount for Services (Numbers) : $[INSERT]
Total Not-to-Exceed Amount for Services (Figures) : [INSERT]
In the event of any conflict or inconsistency between the terms of this SSOW and this
Contract or any previously approved SSOW, the terms of this SSOW will govern and control with
respect to the term, projected utilization rates, service rates and scope of services. All other
conflicts or inconsistencies between the terms of this Contract and this SSOW shall be governed
151
and controlled by this Contract. Any capitalized terms used herein but not defined herein shall
have the meanings prescribed to such capitalized term in this Contract.
IN WITNESS WHEREOF, the undersigned have placed their hands and seals hereto as
of the date first above written.
ATTEST:
Municipality Clerk
Municipality of
By:
[MUNICIPALITY/CITY] Manager
ATTEST:
By:
Its:
CONSULTANT:
MUNICIPAL GIS PARTNERS,
INCORPORATED
By:
Its:
152
153
154
155
156
157
158
159
160
161
162
163
164
165
166
167
168
169
170
171
172
173
174
175
176
177
178
179
180
181
182
183
184
185