CITY COUNCIL 12/05/2022THE CITY OF LAKE FOREST
CITY COUNCIL AGENDA
Monday, December 5, 2022, 6:30 pm
220 E. Deerpath, Lake Forest, IL 60045
Honorable Mayor, George Pandaleon
James E. Morris, Alderman First Ward Jim Preschlack, Alderman Third Ward
Nancy P. Novit, 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 6:30 p.m.
PLEDGE OF ALLEGIANCE
REPORTS OF CITY OFFICERS
1. COMMENTS BY MAYOR
A. Gorton Community Center 2023 Budget Presentation
PRESENTED BY:
Jack Westerman, 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 Manager and Finance Chair
shall submit a recommendation 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
24.
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
least $25,000 in that year, and maintain that amount until the Endowment again reaches $2
million. For 2023, GCC’s endowment exceeds $2 million.
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Monday, December 5, 2022, City Council Agenda
Representatives of Gorton met with Mayor Pandaleon, Finance Committee Chairman Morris,
City Manager Wicha and Finance Director Holleb on November 30 to review Gorton’s 2023
budget. The Gorton Board approved the 2023 Budget on November 14.
COUNCIL ACTION: It is recommended that the City Council approve the Gorton Community
Center 2023 Budget.
2. COMMENTS BY CITY MANAGER
A. Community Spotlight
Lake County Forest Preserves
- Matthew Ueltzen, Manager of Restoration Ecology and
- Brett Peto, Environmental Communications Specialist
B. FY 22 Equipment Purchases
- Dan Martin, Superintendent of Public Works
3. OPPORTUNITY FOR CITIZENS TO ADDRESS THE CITY COUNCIL
4. COMMITTEE REPORTS
FINANCE COMMITTEE
1. Consideration of an Ordinance Establishing the 2022 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 2022 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 revenue, which
represents more than 50% of General Fund revenue.
Spreadsheets related to the proposed tax levy for 2022 are attached (page 32) 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:
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Monday, December 5, 2022, 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 11/21/22 First reading of 2022 Tax Levy Ordinance
Finance Committee 11/14/22 Discussion of proposed 2022 tax levy
City Council 11/7/22 Determination of a preliminary non-
binding estimate of the 2022 levy
Finance Committee 10/17/22 Approval of 2022 Tax Levy Estimate
BUDGET/FISCAL IMPACT: The proposed tax levy for 2022 reflects a 3.86% increase over the 2021
tax levy extensions for the City and Library operating funds and City pension and debt service
funds. This increase is comprised of the 5.00% property tax cap increase on Parks/Recreation
and Library 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 General Fund and pension costs of 3.00%.
Police and Fire pension costs are determined by an independent actuarial valuation and
recommendation by the Pension Subcommittee. The average increase to existing residents
($800,000 home) is projected to be $140 or 3.45%.
COUNCIL ACTION: Final approval of an Ordinance Establishing the 2022 Tax Levy (page 35).
5. ITEMS FOR OMNIBUS VOTE CONSIDERATION
Proposed
FUND 2022 LEV Y 2021 Extension $ CHANGE % CHANGE
City General 15,304,037$ 14,738,052$ 565,985$ 3.84%
Pension Funds 7,649,871 7,421,630 228,241 3.08%
Parks and Recreation 5,594,063 5,327,679 266,384 5.00%
Recreation & Parks/Specific Purpose 125,000 125,000 0 0.00%
Special Recreation 527,054 501,956 25,098 5.00%
Capital Improvements 1,891,019 1,539,144 351,875 22.86%
Library 4,268,942 4,049,256 219,686 5.43%
Library sites 456,776 435,025 21,751 5.00%
PTAB/CE Recapture 0 266,960 (266,960) -100.00%
Bond Funds 1,825,725 1,839,687 (13,962) -0.76%
TOTAL TAX LEVY - CITY 37,642,487$ 36,244,389$ 1,398,098$ 3.86%
School District 67- ESTIMATED 37,991,625$ 36,290,392 1,701,233$ 4.69%
GRAND TOTAL 75,634,112 72,534,781 3,099,331$ 4.27%
Ordinance (exclude Bond Funds)$73,808,387
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Monday, December 5, 2022, City Council Agenda
1. Approval of November 21, 2022, City Council Meeting Minutes
A copy of the minutes can be found beginning on page 43
COUNCIL ACTION: Approval of November 21, 2022, City Council Meeting Minutes
2. Approval of the Check Register for the Period of October 29 – November 23, 2022
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:
The amount denoted as “All other Funds” includes medical/dental plan expenses in the Self
Insurance Fund of $824,636.
Fund Invoice Payroll Total
101 General 958,257 1,664,695 2,622,953
501 Water & Sewer 88,093 190,324 278,417
220 Parks & Recreation 154,886 435,518 590,404
311 Capital Improvements 1,729,429 1,729,429
202 Motor Fuel Tax 6,035 6,035
230 Cemetery 41,030 40,639 81,669
210 Senior Resources 14,426 30,246 44,672
510 Deerpath Golf Course 25,878 2,996 28,875
601 Fleet 113,581 52,417 165,997
416 - 433 Debt Funds 0
248 Housing Trust 0
201 Park & Public Land 13,027 13,027
All other Funds 1,031,571 197,289 1,228,860
$4,176,214 $2,614,125 $6,790,339
Check Register for October 29- November 23, 2022
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Monday, December 5, 2022, City Council Agenda
COUNCIL ACTION: Approval of the Check Register for the Period of October 29 – November
23, 2022
3. Approval of Ordinances Abating 2022 Tax Levies for Various G.O. Alternate Revenue
Bond Issues (Final Reading)
STAFF CONTACT: Elizabeth Holleb, Finance Director (847-810-3612)
PURPOSE AND ACTION REQUESTED: Staff requests final approval of ordinances abating 2022
debt service property tax levies.
BACKGROUND/DISCUSSION: The proposed Ordinances provide for the abatement (reduction)
of 2022 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 2022 bond tax levies,
an abatement ordinance must be approved and filed with the County Clerk no later than
March 1, 2023. 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 48) are as follows:
• An Ordinance Abating a Portion of the Tax being Levied in 2022 for the Annual
Payment of the Principal and Interest on the General Obligation Bonds, Series 2015
Bond Issue
• An Ordinance Abating the Total Tax being Levied in 2022 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 2022 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:
COUNCIL ACTION: Approval of Ordinances Abating 2022 Tax Levies for Various G.O. Alternate
Revenue Bond Issues (Final Reading)
Levy per County TIF Golf Water .5 NHRST Net Levy
2015 622,050.00 (359,937.50)262,112.50
2017 786,152.50 (786,152.50)0.00
2019 2,685,962.50 (92,166.91) (1,242,767.41) (518,315.68) 832,712.50
2021 730,900.00 730,900.00
4,825,065.00 (359,937.50) (92,166.91) (2,028,919.91) (518,315.68) 1,825,725.00
1% L/C 4,873,315.65 1,843,982.25
2022 Debt Service Levy and Abatements
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Monday, December 5, 2022, City Council Agenda
4. Grant final approval of an Ordinance approving a Fee Schedule and Ordinance
Adopting a New Fee (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 79. 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 52)
• Ordinance adopting a new fee pertaining to contractor changes after permits
are issued (page 76)
PROJECT REVIEW/RECOMMENDATIONS:
Reviewed Date Comments
City Council 11/21/22 First reading of proposed ordinances
Finance Committee 11/14/22 Discussion of proposed ordinances
BUDGET/FISCAL IMPACT: Annual revenue for the new and increased fees is estimated to be
$161,166 in the General Fund, $8,949 in the Parks and Recreation Fund, $23,380 in the Golf
Course Fund and $245,265 in the Water Utility Fund.
COUNCIL ACTION: Grant final approval of an Ordinance approving a fee schedule and an
Ordinance adopting a new fee (Final Reading)
5. Approval to Extend the City’s Grant Services Agreement with The Ferguson Group for
Grant Research/Writing Services for 2023
STAFF CONTACT: Elizabeth Holleb, Finance Director (847-810-3612)
PURPOSE AND ACTION REQUESTED: Staff requests City Council approval to extend the City’s
agreement with The Ferguson Group for calendar year 2023.
BACKGROUND/DISCUSSION: The City’s FY21 Budget allocated funds for a Finance Department
initiative to improve grant administration and to provide assistance to City departments in
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Monday, December 5, 2022, City Council Agenda
seeking grant funding from federal, state and local sources. In September 2020, the Finance
Department issued a Request for Proposals (RFP) for grant services. The RFP sought proposals
for both grant writing and grant administration services. Respondents could provide proposals
for either or both services and the City reserved the right to award portions of the services to
multiple respondents to provide the most advantageous overall strategy for the City. The City
received five (5) proposals for consideration and a proposal review committee was created
with representation from multiple City departments. In January 2021, the City Council
approved the Committee’s recommendation to enter into agreements with The Ferguson
Group for Grant Research/Writing and with Carahsoft for eCivis grant administration software:
Grant Research – The Ferguson Group offers three tiers of service for grant identification and
research services. The City contracted with The Ferguson Group for Tier 2 at $2,000/month for
2021 and 2022, with the option to purchase Tier 3 services on an hourly basis, as needed. This
approach is again recommended for 2023 and The Ferguson Group has proposed no increase
in the monthly fee for the renewal year.
Grant Writing – The Ferguson Group proposes fees for grant writing based on the type and
length of grant. As a client of The Ferguson Group for grant research, the City receives a 15%
discount on grant writing. The City can contract with The Ferguson Group for grant writing on
a case-by-case basis, since City staff have become fairly well versed in preparing grant
applications. The Ferguson Group has provided grant application review services on an hourly
basis in 2022.
Grant Administration – Grant administration is provided through eCivis software at a cost of
$12,500 per year. The City licenses five (5) users, and The Ferguson Group has one (1) user
license.
The Finance Department will provide a comprehensive report on the 2022 Grant Program at
the January 17 City Council Finance Committee meeting. As reported to the Finance
Committee on November 14, the City has been very successful in obtaining grant funding
awards in 2021 and 2022. To date, the City has obtained $2.1m in grant funding for calendar
year 2021 submittals and $5.9m in grant funding for calendar year 2022 submittals.
Staff recommends approval to extend the City’s current agreement with The Ferguson Group
for 2023. No increase in monthly fees has been proposed, per the attached offer letter (page
90).
BUDGET/FISCAL IMPACT: Costs associated with the proposed agreement have been included
in the City’s Fiscal Year 2023 budget.
Has City staff obtained competitive pricing for proposed goods/services? YES
Below is an estimated summary of the project budget:
FY2023 Funding Source Amount
Budgeted
Amount
Requested
Budgeted?
Y/N
General Fund/Finance Department
101-1314-435.35-10 $30,000 $30,000* Y
* The Ferguson Group Tier 2 ($24,000/year) plus an allocation for Tier 3 services on an hourly
basis. Grant writing and/or application review services would be engaged on a case-by-case
basis in addition to the costs summarized above.
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Monday, December 5, 2022, City Council Agenda
COUNCIL ACTION: Approval to Extend the City’s Grant Services Agreement with The Ferguson
Group for Grant Research/Writing Services for 2023
6. Request to Approve the Purchase of a Replacement Ambulance by ARV Inc., Not to
Exceed Amount of $323,076
STAFF CONTACTS: Pete Siebert, Fire Chief (810-3864) and
Dan Martin, Superintendent Public Works (810-3561)
PURPOSE AND ACTION REQUESTED: The Public Works Committee and staff are requesting City
Council’s approval to purchase this replacement ambulance as part of a larger fleet
restructuring plan devised by the Fire Department. The replacement ambulance will replace
an 18-year-old ambulance (2004 Road Rescue Ambulance).
BACKGROUND/DISCUSSION: The Fire Department has diligently worked to devise a fleet
restructuring plan over the past few years. The Department believes the plan is fiscally
responsible, while also providing the necessary apparatus for the Department. The fleet
restructuring plan includes updating the Department’s four ambulances over the next several
years and looking to purchase ambulances on a four-year replacement cycle. The
Department’s first responders need to have dependable and functional ambulances to
provide the highest level of service possible to the residents and visitors of Lake Forest. The
2004 Road Rescue International Ambulance currently serves in a reserve capacity and has
exceeded its useful service life of 15 years.
The Fire Department has worked with the Public Works Department to develop a vehicle
replacement plan, which includes replacement of this ambulance. The Department has taken
a measured approach that includes purchasing ambulances on a rotating basis to help
maximize the useful service life of these vehicles.
The Fire Department put together an ambulance committee to work on designing and
purchasing a new ARV ambulance in FY 21. The committee was comprised of members of all
ranks, and they worked diligently to design an apparatus that was affordable and suited the
specific needs of our department. The success of the committee in FY21 has led the
department to construct a “twin” of the FY 21 purchase, with some minor changes.
ARV was able to provide a vehicle that met the Department’s needs and budget. ARV is a
member of the Helping Governments Across the Country Buy (HGACBuy) Purchasing Program
and meets all the requirements outlined in the City’s purchasing directive.
PROJECT REVIEW/RECOMMENDATIONS:
Reviewed Date Comments
Public Works Committee 11/28/2022 Reviewed and Recommended
BUDGET/FISCAL IMPACT: The funds for this purchase are included in the proposed FY24-28
Capital Improvement Program FY25 budget for $370,000. Currently there is a two-year delay
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Monday, December 5, 2022, City Council Agenda
from time of order to delivery from ARV. The two-year wait time is not unique to ARV, as all
custom ambulance builders are reporting similar delays. ARV does not require any payment
until we take delivery of the ambulance, but the price is locked in when we sign the contract
to order the ambulance. ARV typically announces price increases every sixty days, so locking
the purchase price in two years before we take delivery will save the City a substantial amount
of money. $370,000 was budgeted for the ambulance and the purchase of a Stryker power
cot and power loader. The power cot and power loader will be a separate budget request
and purchased directly from Stryker to avoid price increases from Stryker, and due to the
extended time to take delivery of the ambulance.
Has competitive pricing been obtained for proposed goods/services? No
If no, indicate the specific exception requested:
Acknowledge the exception noted in Administrative Directive 3-5, Section 6.1D – Government
Joint Purchases and approve the amount requested. ARV is a member of the HGACBuy
Purchasing Program and complies with the Governmental Joint Purchasing Act, 30 ILCS
525/0.01 et seq., and the Intergovernmental Cooperation Act, 5 ILCS 220/1 et seq.
Company Name Dollar Amount
ARV $323,076
Total - $323,076
Below is an estimated summary of the Project budget:
FY2025 Funding Source Amount
Budgeted
Amount
Requested
Budgeted?
Y/N
Capital Improvement Fund $370,000 $323,076 N
If approved by the City Council, this amount will be included in the FY25 budget when the City
will take delivery.
COUNCIL ACTION: Request to Approve the Purchase of a Replacement Ambulance by ARV
Inc., Not to Exceed Amount of $323,076
7. Approval for the purchase and installation of a Stryker Power-Load System and
Power-Pro2 Cot in an amount not to exceed $47,342.84.
STAFF CONTACT: Pete Siebert Chief (810-3864)
PURPOSE AND ACTION REQUESTED: The Public Works Committee and staff are requesting City
Council’s approval to purchase this equipment to outfit a new ambulance that is on order
and being delivered in FY25.
BACKGROUND/DISCUSSION: These cots are used on a daily basis to transport patients from
emergency calls. The Power-load system is a high priority for the safety of our patients and our
personnel. The Power-load system enhances the safety of our ambulances by decreasing the
chances of injuries to those we are caring for, and the paramedics rendering care.
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Monday, December 5, 2022, City Council Agenda
Additionally, the method of securing the cot in the ambulance with the Power-load far
exceeds current safety standards.
PROJECT REVIEW/RECOMMENDATIONS:
Reviewed Date Comments
Public Works Committee 11/28/2022 Reviewed and Recommended
BUDGET/FISCAL IMPACT: The funds for this purchase were not budgeted in the FY23 budget,
and the fire department is requesting approval for this purchase as a non-budgeted expense.
The cot and power loader will need to be purchased directly from the manufacturer (Stryker).
Stryker is reporting price increases of 5 to 10% every three to six months. In the past every
ambulance purchase included the cot and power loader in their quotes, the ambulance
manufacturer would order the equipment and install them at the factory. The builder of our
proposed new ambulance (ARV) is now recommending that all of their customers purchase
the cot and power loader directly from Stryker themselves, sooner than later, to avoid the 5-
10% increases every three to six months. The fire department is seeking approval to buy a
Stryker cot and power loader before the end of 2022. An early purchase of this equipment can
save up to $5000, with the first price increase scheduled in January 2023. Each subsequent
price increase will continue to increase the cost to the City. Stryker will lock in a 2022 price if
the equipment is ordered before the end of the year.
Has competitive pricing been obtained for proposed goods/services? No
If no, indicate the specific exception requested:
Administrative Directive 3-5, Section 6.1B – Sole Source Vendor – All ambulance cots (4)
owned by the department are Stryker brand cots and the Stryker Powerload system must be
used with our current ambulance cots. Having the same equipment in each ambulance
allows us to interchange units, saves money on service contracts, and provides paramedics
with the same work platform in every vehicle. The fire department has an area specific
salesperson from Stryker that we have been working with for many years and look to continue
the excellent working relationship.
Company Name Dollar Amount
Stryker (Power – Load System) $24,119.51
Stryker (Power-Pro 2 Cot) $26095.64
Freight/Shipping $627.69
Trade in credit for old Cot - $3500
Total $47,342.84
Below is an estimated summary of Project budget:
FY2023 Funding Source Amount
Budgeted
Amount
Requested
Budgeted?
Y/N
Capital Improvement Fund n/a $47,342.84 N
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Monday, December 5, 2022, City Council Agenda
If necessary, a FY23 supplemental appropriation will be presented for City Council approval at
the close of the fiscal year. The proposed FY24-28 Capital Improvement Program includes
$370,000 for a replacement ambulance in FY25. The department is seeking City Council
approval to order the ambulance without this equipment at a not to exceed amount of
$323,076. Should this advance purchase be approved, the FY25 CIP amount will be reduced
from $370,000 to $323,076.
COUNCIL ACTION: Approval for the purchase and installation of a Stryker Power-Load System
and Power-Pro2 Cot in an amount not to exceed $47,342.84
8. Award of Additional Phase I Design Engineering Services for the Route 60 Bike Path
Project to Gewalt Hamilton & Associates in the Amount of $33,700
STAFF CONTACT: Jim Lockefeer, Assistant to the Director of Public Works (810-3542)
PURPOSE AND ACTION REQUESTED: The Public Works Committee and City staff requests City
Council award additional Phase I design engineering services for the Route 60 Bike Path
Project to Gewalt Hamilton & Associates in the amount of $33,700.
BACKGROUND/DISCUSSION: The Route 60 Bike Path Project Design features the design of a 10-
foot multi-use path along the north side of Route 60 from the existing sidewalk located west of
the Field Drive to Academy Drive. This project design seeks to provide safe bicycle and
pedestrian access along Illinois Route 60, while serving as a direct extension of the Middlefork
Savanna Trail and a vital link to the Conway Office Park. Representatives of the Conway Park
Owners Association have been closely involved in discussion about the path to date. This path
was identified as a priority connection in the recent City Council approved “Route 60
Entrance Corridor Chapter” of the Comprehensive Plan.
In May of 2020, project design efforts formally began after City Council approved a Phase I
design agreement with Bleck Engineering. In the Fall of 2020, City staff submitted a project
grant application through the Illinois Department of Transportation’s (IDOT) Illinois
Transportation Enhancement Program (ITEP) to seek grant funds to support Phase II design and
project construction. IDOT formally announced ITEP awards in June of 2021 and the City was
successful in receiving a grand total project award in the amount of $521,760 to support both
Phase II design and construction.
In May of 2022, City Council approved a Phase II design agreement with Gewalt Hamilton
Associates (GHA). At that time, City staff was eager to receive IDOT’s Phase I design approval
so that the Phase II process could formally begin. As City staff worked with both the Phase I
engineering firm and IDOT to close out the Phase I process, it was learned that there were
additional items that were needed by IDOT. This included the completion of an environmental
study and engineering plans that demonstrate ADA compliant crossings at the intersections of
Field Court and Field Drive. These two items were not included in the original project scope
under the original Phase I design agreement, as these were items that were originally thought
to be completed as part of the Phase II design process. IDOT has recently confirmed the
requirement to complete these items in order to obtain Phase I design approval.
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Monday, December 5, 2022, City Council Agenda
At this time, it is important that both the required Phase I environmental study and ADA
engineering work be completed as soon as possible. Once completed, IDOT estimated their
review and approval processes to take six months to one year complete. Once Phase I is
approved by IDOT, GHA will quickly transition to Phase II design. Phase II design work and the
subsequent review and approval by IDOT is expected to take one year. Once Phase II design
is completed, the project can then be put out to bid for construction. The project ITEP grant
award specifies that all project work must be completed by June 14, 2025.
PROJECT REVIEW/RECOMMENDATIONS:
Reviewed Date Comments
Public Works Committee 11/28/2022
Reviewed and Recommended
Approval of Additional Phase I Design
Services
City Council 5/2/2022 Approval of Phase II Design Agreement
Public Works Committee 4/19/2022 Reviewed and Recommended
Approval of Phase II Design Agreement
City Council 5/4/2020 Approval of Phase I Design Agreement
BUDGET/FISCAL IMPACT: The City’s Phase I agreement with Bleck Engineering did not include
these required additional services. In approving GHA for Phase II design engineering services,
GHA has already dedicated considerable time in reviewing the Phase I plans in preparing for
Phase II design. It is recommended that GHA complete these additional Phase I services as the
project will transition to them for Phase II design. GHA has also previously demonstrated their
ability to effectively coordinate with IDOT to obtain necessary approvals on other City design
projects for which IDOT phased engineering services were required. As a result of these
additional services now needed for Phase I, staff anticipates cost savings to be realized from
the current Phase II design service agreement with GHA. Following the completion of this
Phase I design process, GHA will be revising their Phase II proposal amount to ensure that the
City will not be charged any duplicative service fees.
Has City staff obtained competitive pricing for proposed goods/services? No
Administrative Directive 3-5, Section 6.1I – Existing Relationship
Below is an estimated summary of Project budget:
FY2023 Funding Source Amount Budgeted Amount
Requested
Budgeted?
Y/N
Capital Fund Reserve $0 $33,700 N
If necessary, a supplemental appropriation ordinance will be submitted for City Council
approval at the end of the fiscal year. If approved, GHA would begin these additional Phase I
design engineering services immediately.
COUNCIL ACTION: Award of Additional Phase I Design Engineering Services for the Route 60
Bike Path Project to Gewalt Hamilton & Associates in the Amount of $33,700
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Monday, December 5, 2022, City Council Agenda
9. Award of Proposal to Midwest Power Industries, Inc. for a Three-Year Generator
Maintenance Contract in the amount of $77,975.
STAFF CONTACT: Jim Lockefeer, Assistant to the Director of Public Works (810-3542)
PURPOSE AND ACTION REQUESTED: The Public Works Committee and City staff requests City
Council award of a three-year generator maintenance contract in the amount of $77,975. to
Midwest Power Industries.
BACKGROUND/DISCUSSION: Currently, the City has thirteen emergency generators that
provide backup power in the event of a power outage to critical City facilities. Since 2016,
the City has entered into two consecutive three-year contracts with a generator maintenance
service firm via a Municipal Partnership Initiative bid process. This contract includes biannual
maintenance and annual load bank testing for all units. Also included in the contract are set
prices for repair work over the life of the contract. In addition to the existing thirteen
generators, the City will be adding two new generators to this agreement in 2024. One
generator to support the new Oak Knoll Pump Station and another generator at the new
Deerpath Pump Station. Regular preventive maintenance per this contract will be scheduled
for these two new generators beginning in 2024.
PROJECT REVIEW/RECOMMENDATIONS:
Reviewed Date Comments
Public Works Committee 11/28/22 Reviewed and Recommended
Contract Approval
BUDGET/FISCAL IMPACT: On November 18, 2021, a joint public bidding process via the
Municipal Partnership Initiative (MPI) for generator maintenance services was completed. MPI
is a program that takes advantage of economies of scale by securing low bid prices among
neighboring municipalities who bid similar projects each year. Participating municipalities for
this generator maintenance bid included the Villages of Buffalo Grove, Glenview, Kenilworth,
Highland Park, Mount Prospect, Northbrook, and Palatine. The City of Lake Forest did not
directly participate in the 2021 bid as the City was still under contract for generator
maintenance services. Municipalities that participate in the MPI program can still often obtain
the same competitive pricing at a later date.
Has City staff obtained competitive pricing for proposed goods/services? Yes
Company Name 2023 2024 2025 Total
Midwest Power Industries, Inc. $24,025 $26,975 $26,975 $77,975
While only one firm submitted a bid, all participating municipalities moved forward in
executing an agreement with Midwest Power Industries, Inc. Midwest Power Industries has
significant experience working with generators, and Battery Backup Building Systems (UPS).
Their firm has completed the preventative maintenance work on all the generator systems
through the City of Lake Forest for the past six years. Midwest Power Industries has done a
great job with responding to emergency repairs and technical support. They have also proven
to be reliable in providing service and support to City UPS systems. Midwest Power Industries
13
Monday, December 5, 2022, City Council Agenda
has been a great contractor for the City and provides competitive pricing on materials and
repairs to the equipment.
Below is an estimated summary of Project budget:
FY2023 – FY2025
Funding Source Amount Budgeted Amount
Requested
Budgeted?
Y/N
Building Maintenance
Operating Budget $77,975 $77,975 Y
If awarded, Midwest Power Industries will continue to provide the City with generator
maintenance services under this new contract starting in January of 2023.
COUNCIL ACTION: Award of Proposal to Midwest Power Industries, Inc. for a Three-Year
Generator Maintenance Contract in the amount of $77,975
10. Approval to Purchase Three Replacement Police Vehicles Included in the FY2024
Capital Equipment Budget to Morrow Brothers Ford, in the Amount of $126,000.
STAFF CONTACT: Dan Martin, Superintendent of Public Works (810-3561)
PURPOSE AND ACTION REQUESTED: The Public Works Committee and staff are requesting City
Council’s approval to purchase two replacement marked police vehicles and one unmarked
police vehicle included in the F.Y. 2024 capital equipment budget. It is recommended that
the purchase of the three replacement vehicles be purchased from Morrow Brothers Ford.
If the bid is awarded by City Council this evening, staff anticipates receiving the replacement
vehicles in summer, 2023.
BACKGROUND/DISCUSSION: The replacement Ford Interceptor is an all-wheel drive vehicle with
sufficient space for the police officers accompanying gear. The vehicle itself sits up higher and
provides the officer improved visibility when driving amongst many large SUV’s. The vehicle has
been designed specifically for police operations and offers many factory installed police
options. It has evolved into the most popular police vehicle on the market today and is
assembled in Chicago.
Once the City’s Ford Interceptors police vehicles have accrued 100,000 miles, they are moved
into the Community Development Department, the Engineering Section or the Police
Investigations for administrative use and inspection services. The vehicles will accrue and
additional 20,000–25,000 miles before they are placed out to bid and sold to the highest bidder.
PROJECT REVIEW/RECOMMENDATIONS:
Reviewed Date Comments
Public Works Committee November 28, 2022 Reviewed & Recommended City
Council Approval
Finance Committee November 14, 2022 Included with Capital Plan
14
Monday, December 5, 2022, City Council Agenda
BUDGET/FISCAL IMPACT: At its November 28, 2022, meeting the Public Works Committee
specifically reviewed and recommended City Council approval of each piece included in the
F.Y. ’24 capital equipment budget.
Due to the supply chain issues and microchip shortages, no contracts are currently being
offered through governmental joint purchasing programs. Ford Motors, like many other vehicle
and equipment manufacturers, have drastically narrowed the window for government fleet
ordering to several weeks and for some models less than 48 hours. This has negatively
impacted the public bidding process.
As a result, staff reviewed the State of Illinois Joint Purchase Contracts (State bid) and explored
other purchasing alternatives. The current state contract holder for the Ford Interceptor is
Sutton Ford in Matteson, Illinois. The state bid cost per vehicle is $44,280. Purchasing via the
State bid qualifies under Administrative Directive 3-5, Section 6.1D – Governmental Joint
Purchase. However, Morrow Brothers Ford of Greenfield, Illinois, who has been the Sate bid
holder in the past, who the City has previously purchased vehicles from, is offering fleet pricing
for the same unit at $42,000 per vehicle.
Has competitive pricing been obtained for proposed goods/services? Yes
Dealer Model Bid
Amount
Morrow Brothers Ford Ford Explorer Interceptor $42,000
*Sutton Ford Ford Explorer Interceptor $44,280
State bid contract holder
As noted, The City has purchased police vehicles from Morrow Brothers Ford in the past and
has not had any problems with the dealership nor the delivered vehicles. All warranty work is
completed by a local Ford authorized dealer.
The F.Y. ’24 capital equipment budget includes funding for the replacement of two marked
squad cars, #2 and #10. The replacement of the third unmarked squad car #12 is
recommended to be purchased via the Police Department’s Police Restricted Fund, also
referred to as the Seizure Fund. The fund has been verified by legal counsel as an allowable
use of funds.
Below is a summary of the squad car budget:
FY2024 Funding Source Amount
Budgeted
Amount Requested Budgeted?
Y/N
Capital Fund
311-5003-475-75-02
$84,000 $84,000 Y
FY2024 Funding Source Account
Budget
Amount
Requested
Budgeted?
Y/N
15
Monday, December 5, 2022, City Council Agenda
Police Restricted Fund
247-7672-475.75-02
$42,000 $42,000 Y
COUNCIL ACTION: Approval to Purchase Three Replacement Police Vehicles Included in the
FY2024 Capital Equipment Budget to Morrow Brothers Ford, in the Amount of $126,000.
11. Approval to Purchase the Replacement of Two Rear-Load Refuse Trucks Included in
the FY2024 Capital Equipment Budget, to the Sourcewell Low Bidders, Truck Center
Companies (chassis) in the Amount of $400,372 and McNeilus Truck Manufacturing
(body) in the Amount of $269,628.
STAFF CONTACT: Dan Martin, Superintendent of Public Works (810-3561)
PURPOSE AND ACTION REQUESTED: The Public Works Committee and staff are recommending
the replacement of two of the City’s six rear-load refuse trucks included in the F.Y. ’24 capital
equipment replacement program.
BACKGROUND/DISCUSSION: The current refuse Units #185 and #188 have Autocar chassis’
with McNeilus refuse body’s, which have been used to collect both yard waste and refuse
since they were placed into service in 1997 and 2003, respectively. The accrued operating
hours for both units are over 32,000 for #185 and 33,000 hours for #188.
The most significant concern with each truck is the hydraulic systems are worn out and they
have difficulty creating enough pressure to operate the multiple functions of the collection
and dump systems. The steel bodies and sub frames have been patched multiple times, the
suspension and steering are worn, needing components replaced. The motors are tired,
needing valve and ring replacements. Both units have been reliable trucks in the Sanitation
fleet, but like all the City’s refuse trucks, the nature of the work they do each and every day
takes its toll.
PROJECT REVIEW/RECOMMENDATIONS:
Reviewed Date Comments
Public Works Committee November 28, 2022 Reviewed & Recommended City
Council Approval
Finance Committee November 14, 2022 Included with Capital Plan
BUDGET/FISCAL IMPACT: At its November 28, 2022 meeting, the Public Works Committee
specifically reviewed and recommended City Council approval to purchase replacements of
both units included in the F.Y. ’24 capital equipment budget.
The purchases are being made via the national government joint purchase co-operative,
Sourcewell (formerly NJPA). Per Section 6.1D of the City’s Purchasing Directive, purchases can
be made via a variety of governmental joint purchasing programs. Numerous pieces of
equipment are bid nationally, and such bids conform to all requirements of the Illinois State
bidding laws. City Council approval this evening will allow staff to place the orders now with
16
Monday, December 5, 2022, City Council Agenda
an anticipated delivery date for the chassis of February 2024 with a completion date of
Summer of 2024. The City has been utilizing the Autocar truck chassis and McNeilus refuse
bodies for many years. The City has experienced excellent success with each of these
products with their longstanding wear, responsive parts delivery, and service when needed.
Once the new refuse trucks are put into service, the City will place the existing trucks up for
sale via the competitive bidding process, and assuming a bid of $4,000 or higher is received,
staff will return to City Council to approve its official sale.
Has competitive pricing been obtained for proposed goods/services? No
If no, indicate the specific exception requested: Administrative Directive 3-5, Section 6.1D –
Government Joint Purchase
Below is a summary of the refuse truck’s budget:
FY2024 Funding Source Amount Budgeted Amount Requested Budgeted?
Y/N
Capital Fund
311-5003-475-75-02
$670,000 $ 670,000 Y
COUNCIL ACTION: Approval to Purchase the Replacement of Two Rear-Load Refuse Trucks
Included in the FY2024 Capital Equipment Budget, to the Sourcewell Low Bidders, Truck Center
Companies (chassis) in the Amount of $400,372 and McNeilus Truck Manufacturing (body) in
the Amount of $269,628.
12. Staff requests authorization to dispose of City property to the highest bidder, James
Gluth, for the sale of the 2009 Chevrolet Tahoe Truck as noted above. Proceeds of
the sale will be deposited into the Capital Fund.
STAFF CONTACT: Dan Martin, Superintendent of Public Works (810-3561)
PURPOSE AND ACTION REQUESTED: Staff is requesting City Council authorization to dispose of
surplus equipment. Per Administrative Directive 3-2, any item staff believes has a current value
of $4,000 or more requires City Council approval to sell. The items are sold via the public
bidding process with all of the required posting, public viewing and sealed bid requirements
fulfilled. The invitation to bid was placed on the City’s website, printed in the Chicago Tribune,
and mailed to over 300+ registered landscapers, forestry, and construction companies on file.
Anyone is allowed to submit a sealed bid and all items must be paid via cash or cashier’s
check.
BACKGROUND/DISCUSSION: The only piece being sold this fall with a value of $4,000 or more is
a 2009 Chevrolet Tahoe truck that was originally a Deputy Fire Chief’s vehicle and then utilized
as a pool vehicle. The unit has accrued over 147,000 miles, has extensive body rust and needs
worn parts replaced. Therefore, the unit was placed out to bid to be sold to highest bidder.
The bid opening for the sale of this truck occurred on Friday, November 18, 2022, and the
highest bid is being recommended for City Council approval:
17
Monday, December 5, 2022, City Council Agenda
Name Amount
James Gluth $ 4,200.00
Kevin Hill $ 3,368.00
Fred Hamburg $ 3,269.12
Rick Day $ 3,000.00
Rigo Coria $ 2,320.00
Rob January $ 2301.01
Auston Yarc $ 1,500.00
John Baldwin $ 1,257.00
BUDGET/FISCAL IMPACT: Per Section 3.10 of Administrative Directive 3-2, all revenues received
from the sale of this tower truck will be credited to the Capital Fund from which the truck was
purchased and carried in inventory.
COUNCIL ACTION: Staff requests authorization to dispose of City property to the highest
bidder, James Gluth, for the sale of the 2009 Chevrolet Tahoe Truck as noted above.
Proceeds of the sale will be deposited into the Capital Fund.
13. 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:
859 Northmoor Road – The Building Review Board recommended approval of the demolition of a
residence and approval of a replacement residence. The Board received two letters from
neighbors in support of the petition. (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 96. 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.
COUNCIL ACTION: Approval of the thirteen (13) omnibus items as presented.
6. OLD BUSINESS
18
Monday, December 5, 2022, City Council Agenda
1. Consideration of a Recommendation from the Plan Commission in Support of
Amendments to the Previously Approved Special Use Permit for the Third Phase of
the McKinley Road Planned Multi-Family Development. (Ordinance)
PRESENTED BY: Catherine Czerniak,
Director of Community Development (810-3504)
AND
Consideration of an Appeal of a Decision of the Historic Preservation Commission to
Deny a Certificate of Appropriateness for the Two Buildings that Comprise the Third
Phase of the McKinley Road Multi-Family Planned Development. (Motion)
ATTORNEY FOR APPELLANT: Robert T. O’Donnell
PURPOSE AND ACTION REQUESTED:
The City Council is asked to consider the following actions relating to Phase 3 of the McKinley Road
Multi-Family Planned Development proposed on properties addressed as 361 E. Westminster and a
portion of 373 E. Westminster.
1) Plan Commission Recommendation – Consideration of changes to the previously approved
Planned Development plat and site plan and changes to an existing Special Use Permit for a
Planned Development including setback and lot coverage variances. (Approval recommended by
the Plan Commission in a 6 to 0 vote.) The Plan Commission’s report is included in the Council
packet beginning on page 108.
and
2) Appeal of Historic Preservation Commission Decision - Consideration of an appeal of the Historic
Preservation Commission’s decision, on November 16, 2022, to deny a Certificate of
Appropriateness. (Historic Preservation Commission vote 5 to 0.) The appeal filed by the petitioner is
included in the Council packet beginning on page 130.
BACKGROUND/DISCUSSION:
Recent Activity
On October 17, 2022, the City Council approved, by a 6-1 vote, a settlement agreement with
the developer of the subject properties to provide a process for potential resolution of the
lawsuit filed by the developers against the City. The Settlement Agreement between the City
and the developer was the result of lengthy negotiations between the two parties. The
negotiations were entered into at the direction of the City Council in an effort to explore
options for resolving pending litigation.
The Settlement Agreement provided a process for review of the modified plan by the Plan
Commission and the Historic Preservation Commission in a public forum. The Settlement
Agreement did not approve the modified site plan or design aspects of the development.
The Settlement Agreement is an effort on the part of both parties to resolve the dispute at the
local level, rather than allow development decisions that impact the future of Lake Forest to
be left in the hands of the Court.
19
Monday, December 5, 2022, City Council Agenda
Since approval of the Settlement Agreement, both the Plan Commission and the Historic
Preservation Commission considered modified plans for the McKinley Road Multi-Family
Planned Development in November. The Plan Commission voted 6-0 to recommend that the
City Council approve changes to the previous zoning approvals for phase 3 of the
development and approve the modified plans, and the Historic Preservation Commission
voted 5-0 to deny a request for a Certificate of Appropriateness for the architectural plans for
the modified phase 3 development.
Overview – Past Actions
On April 5, 2021, the City Council approved the zoning entitlements for the third phase of the
McKinley Road Multi-Family Planned Development through a Special Use Permit. That
approval remains in place today. Subsequent to that approval, in September 2021, the City
Council denied an appeal of the Historic Preservation Commission’s denial of a Certificate of
Appropriateness for the architectural aspects of the Third Phase. Following the denial of the
appeal, the developer filed a lawsuit against the City which is still pending today although
through the Settlement Agreement, the litigation is currently stayed until December 5, 2022
Redevelopment of the area east of McKinley Road, between Deerpath and Westminster,
adjacent to the Central Business District, has been a topic of discussion for many years. The
transition of this area from single family homes and office uses to multi-family residential use
began in the late 1990’s with the construction of the 333 E. Westminster condominium building.
Today, the transition of this area is nearing completion with the first two phases of the McKinley
Road Multi-Family Planned Development completed.
Review of Changes to the Previously Approved Plan
• Phase 3 of the Multi-Family Planned Development is now comprised of two buildings,
instead of a single building.
During the earlier public hearing process on this proposed development, concern was voiced
about the presence of a condominium building on the Westminster frontage, at the entrance
to the historic district, and adjacent to and across the street from existing single family
residences. In direct response to that concern, a single family residence is now proposed as a
fourth building in the Planned Development. The single family home is intended to provide a
transition from the 333 E. Westminster condominium building to the single family homes on the
north side of Westminster and to the east along the south side of Westminster. A two story
condominium building, slightly smaller than the building previously presented, is proposed
south of the single family residence, away from the Westminster streetscape.
• The overall building square footage of the third condominium has been reduced by 1,918
square feet from the previously approved plan.
• The footprint of the condominium building was reduced by 959 feet.
• The total building square footage in phase three, with the two buildings now proposed has
increased by 1,582 square feet.
• The total number of units will not increase and may be reduced by one or more units
depending on market demand.
• The two story condominium building is shifted to the south 56 feet further away from the
Westminster streetscape at the closest point than the previously proposed condominium
building.
20
Monday, December 5, 2022, City Council Agenda
• The green space is shifted to the west and incorporates the 2,100 square foot out lot that
was previously planned to be transferred to the Library. The out lot will be landscaped
green space.
• Hardscape areas for roof top patios are limited and enhanced screening is provided.
Aspects of the Plan that Remain the Same
• The condominium building is a two story building stepping down from the first two buildings
constructed as part of this development, which are three stories in height
• The third condominium building is at a lower elevation than the first two condominium
buildings due to the change in topography across the site.
• Below grade parking is provided under the condominium building for residents of the
building along with limited guest parking.
• No change in the private road configuration is proposed.
• Extensive landscaping across the site is proposed consistent with the landscaping of the
two earlier buildings. A two story building is more quickly screened by landscaping than a
three story building.
• The architectural design of the condominium building remains unchanged. It relates to the
first two buildings; but is refined to reflect less ornamentation as the development transitions
from three stories to two stories, and from more intense development along McKinley Road
to less intense development, single family homes to the north and east.
COUNCIL ACTION: Options for Council action are offered below.
Plan Commission Recommendation:
1. Accept the Plan Commission’s findings and recommendation and approve an
Ordinance approving amendments to the Special Use Permit for a Planned
Development incorporating the modified site plan, planned development plat and
setback and lot coverage variances. (If desired by the Council waive first reading of
the Ordinance included in the packet beginning on page 109 and grant final
approval.)
OR
2. Reject the Plan Commission’s recommendation and by motion vote to deny the
request for amendments to the previously approved Special Use Permit for a Planned
Development and direct staff and the City Attorney to prepare findings in support of
the denial based on the Council’s deliberations for affirmation by the Council at the
next meeting.
Appeal of the Historic Preservation Commission Decision:
1. Deny the appeal and uphold the Historic Preservation Commission’s decision to deny a
Certificate of Appropriateness for the third phase of the McKinley Road Multi-Family
Planned Development, adopting the findings contained in the minutes of the Historic
Preservation Commission’s meeting and those made by the City Council during its
discussions and deliberations at the meeting.
21
Monday, December 5, 2022, City Council Agenda
OR
2. Grant the appeal and overturn the Historic Preservation Commission’s decision subject
to the conditions as recommended in the staff report that was presented to the
Commission, which address various issues including, but not limited to, exterior lighting,
landscaping along the east property line, screening of roof top mechanicals and
patios, and limitations and management of construction hours and activity, and
adopting the findings contained in the staff report presented to the Commission and
those made by the City Council during its discussions and deliberations at the meeting,
and including the following additional conditions as suggested by members of the
Commission.
a. Replace window in the gable end of garage with a vent.
b. Study details and proportions of the dormers on the front and rear elevations of the
home and make refinements as determined to be necessary to reflect the Colonial
Revival style more accurately.
c. Replace the proposed standing seam metal roof with wood shingles if the pitch is
determined to be workable.
d. Show the side of the dormer on the east elevation to accurately reflect the
proposed conditions.
e. Use a subtler color on the chimney to minimize its prominence and review the
technical requirements for the height of the chimney and if permitted, lower the
chimney.
OR
3. Remand the matter to the Historic Preservation Commission for further consideration,
public testimony and action.
7. NEW BUSINESS
8. ADDITIONAL ITEMS FOR DISCUSSION/ COMMENTS BY COUNCIL MEMBERS
9. ADJOURNMENT
A copy of the Decision Making Parameters is included beginning on page 23 of this packet.
Office of the City Manager November 30, 2022
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.
22
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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.
23
Gorton Community Center
2023 Budget
$ Variance % Variance
2020 2021 2022 2022 Budget 2023 2023 Bgt vs 2023 Bgt vs
Actual Actual Budget Reforcast Budgeted 2022 Refrcst 2022 Refrcst
Operations Income/(Expense):
Room Rentals & Leases 283,778 354,688 396,497 458,482 471,491 13,009 2.84%
Operations Expense *(387,727) (633,213) (825,916) (1,015,004) (919,003) 96,001 9.46%
Operations, net (103,949) (278,525) (429,419) (556,522) (447,512) 109,010 19.59%
Programs & Events Income/(Expense):
Income 304,331 429,219 458,448 440,399 516,128 75,729 17.20%
(Expense)(159,665) (232,318) (243,208) (254,408) (326,605) (72,197) -28.38%
Programs & Events, net 144,666 196,901 215,240 185,991 189,523 3,532 1.90%
Drop In Center Income/(Expense):
Income 215,892 415,563 318,000 383,320 369,995 (13,325) -3.48%
(Expense)(272,518) (283,941) 313,080 (317,290) (347,379) (30,089) 9.48%
Drop-In Center, net (56,626) 131,622 4,920 66,030 22,616 (43,414) 65.75%
Unrestricted Activity - Fundraising:
Income 396,380 432,926 349,900 333,373 352,750 19,377 19.23%
(Expense)(82,783) (78,671) (80,000) (78,500) (85,125) 6,625 13.17%
Unrestricted Activity,net 313,597 354,256 269,900 254,873 267,625 12,752 2.00%
Income (Loss) from Operations 297,687.99 404,254 60,641 (49,628) 32,252 81,880 20.25%
* Operations Expense above includes credits for the endowment distribution and Covid relief grants. Below is a reconciliation of these amounts.
Operations Expense Detail:
Operations Expense, adj. for grant relief (797,786) (922,530) - (1,001,439) (1,015,004) - (1,074,149) - (59,145) - 0
Grant Relief:
Endowment Distribution 163,259 150,345 175,523 - 155,146 155,146 0.00%
Covid Relief Grants 246,800 138,972 - - - - 0.00%
Operations, net (387,727) (633,213) #(825,916) (1,015,004) (919,003) 96,001 -9.46%
Page 1 of 524
Gorton Community Center
2023 Budget
2023 $ Variance % Variance
2020 2021 2022 2022 Budget 2023 2023 Bgt vs 2023 Bgt vs
Actual Actual Budget Reforcast Budget 2022 Refrcst 2022 Refrcst Notes
Room Rentals & Leases
4001 · Annual Leases 162,883 145,896 147,962 155,337 152,842 (2,495) -1.61%See Annual Leases subschedule
4002 · Daily and Contract Rent, Net 46,788 73,127 112,758 140,196 154,709 14,513 10.35%
4003 · Drop In Center Rent 54,604 54,604 56,252 56,252 57,940 1,688 3.00%3% increase over 2021
4004 - Theatre Rent 13,265 56,967 60,375 77,157 77,000 (157) -0.20%
4004 - Technical Fees 6,238 24,094 19,150 29,540 29,000 (540) -1.83%
283,778 354,688 396,497 458,482 471,491 13,009 2.84%
Operation Expense
5001 · Payroll
5001.01 · Administration 410,280 427,905 481,938 481,938 528,761 46,823 9.72%
5001.02 · Porter 59,992 62,761 67,618 67,618 57,063 (10,555) -15.61%3% increase to porter payroll; reclassified one Porter to Admin.
5001.03 · Taxes 32,969 33,057 42,041 42,041 42,556 515 1.22%7.65% of payroll
5001.04 · Payroll Fees 7,321 3,651 7,500 7,500 7,500 - 0.00%0% increase over 2022
Total 5001 · Payroll 510,562 527,374 599,097 599,097 635,880 36,783 6.14%
5002 · Porter/Cleaning Services 62,228 84,380 77,250 83,000 98,688 15,688 18.90%estimate from Signature Cleaning; lowest of two other quotes received
5003 · Copier 5,738 5,682 5,900 5,900 5,900 - 0.00%$470/mo includes lease and avg copy charge
5004 · Postage 714 756 1,200 1,200 1,241 41 3.42%3.4% increase reflect overall increase in stamps
5006 - Marketing 39,892 72,070 67,725 70,000 72,300 2,300 3.29%includes increased direct mail; printing; subscriptions
5007 · Printing 1,110 - 600 600 600 - 0.00%stationary, misc
5008 · Insurance -
5008.02 · Liability Insurance 22,097 20,631 23,837 23,837 24,000 163 0.68%estimates from insurance broker
5008.03 · Workers Compensation Insurance 5,341 4,429 5,518 5,518 5,600 82 1.49%estimates from insurance broker
5008.05 · Liquor Liability Insurance 900 80 499 499 500 1 0.20%estimates from insurance broker
5008.04 · Directors & Officers Insurance 12,576 21,221 3,399 3,399 3,400 1 0.03%estimates from insurance broker
5008.10 - Reimbursed Health Insurance - - 19,480 19,480 21,000 1,520 7.80%50% Subsidy for Participants
Total 5008 · Insurance 40,914 46,360 52,733 52,733 54,500 1,767 3.35%
5009 · Website Maintenance 2,421 671 6,000 6,000 4,200 (1,800) -30.00%Hearst $1,800, Misc Consultation $2,400
5010 · Accounting 10,900 11,500 12,150 12,100 13,750 1,650 13.64%Audit fee per preliminary estimate; incudes increase for new lease standard accounting
5010.01 Professional Services 10,000 10,000 10,000 pricing consultant, legal fees placeholder
5011 · Office Supplies 6,703 6,423 8,000 8,000 8,000 - 0.00%
5012 · Utilities
5005 · Internet 4,059 4,947 4,650 4,650 4,800 150 3.23%Comcast $250/mo; Fusion Cloud $150/mo
5012.01 · Gas 13,023 14,345 20,775 20,775 21,398 623 3.00%3% increase
5012.02 · Electric 29,865 40,816 48,850 48,850 50,316 1,466 3.00%3% increase
5012.03 · Water/Sewer 2,216 2,147 2,600 2,600 2,600 - 0.00%$650/quarter
5012.04 · Telephone 11,383 10,791 12,875 12,875 13,261 386 3.00%Birch, Marlin, Access, 3% inc.
Total 5012 · Utilities 60,546 73,046 89,750 89,750 92,375 2,625 2.92%
5014 · Building Maintenance
5014.02 · Pest Control 405 675 540 540 540 - 0.00%Quarterly service
5014.03 · Cleaning Supplies 7,622 6,107 6,180 7,000 7,000 - 0.00%Flat due to relaxed Covid requirements
5014.10 - Theatre Maintenance 6,314 3,012 8,559 8,559 8,500 (59) -0.69%annual inspections and supplies
5014.08 · Miscellaneous 30,739 33,714 25,750 25,750 26,000 250 0.97%elevator, HVAC and other building maintenance
Total 5014 · Building Maintenance 45,080 43,508 41,029 41,849 42,040 191 0.46%
5015 · Bank/Credit Chg and Late Fees 12,479 15,558 18,000 18,000 18,000 - 0.00%continue passing some fees on to consumers
5017 · Miscellaneous
5017.01 · Dues and Subscriptions 2,466 2,217 1,500 1,500 1,500 - 0.00%Annual Report Fee, Filing Fee
5017.02 - Vending Machine (183) (33) 100 100 100 - 0.00%Net from Vending Machine
5017.03 - License Fees 15 1,459 25 25 25 - 0.00%
5017.06 · Exec Director's Discretionary Fund 737 14,684 4,000 6,000 6,000 - 0.00%Exec Director Discretionary Fund, non-budgeted items, Chairman's discretionary
5017.05 - Meeting Expense 601 2,680 1,600 4,500 4,500 - 0.00%Board Meetings, Staff & Misc Meetings
5017.09 - Educaton/Conferences 50 113 4,000 4,000 4,000 - 0.00%
5017.08 - Staff Development 2,512 925 2,000 2,000 2,000 - 0.00%Staff training, staff appreciation
Total 5017 · Miscellaneous 6,197 22,046 13,225 18,125 18,125 - 0.00%
5019 · Computer Equip/Maint/Software (395) 18,752 12,000 12,000 12,000 - 0.00%Replace computer equipment and ongoing maintenance;
5021 - Strategic Planning Contingency - - - - - 0.00%
5020 - Non-Capital Items - - 2,000 2,000 2,000 - 0.00%carts other miscellaneous
Other Income
4301 · Administrative Fees 5,100 5,100 5,100 5,100 5,100 - 0.00%DIC Agreement, $425/month for copies, accountant, cr card fees
4302 · Interest 872 487 120 250 350 100 40.00%Money Market Acct
4304 · Miscellaneous 1,331 10 - - - 0.00%
4306 - Distributions - Endowment Fund 163,259 150,345 175,523 - 155,146 155,146 0.00%See subschedule for calculation
4307 - Covid-19 Relief 246,800 138,972 - - - - 0.00%
Page 2 of 525
Gorton Community Center
2023 Budget
2023 $ Variance % Variance
2020 2021 2022 2022 Budget 2023 2023 Bgt vs 2023 Bgt vs
Actual Actual Budget Reforcast Budget 2022 Refrcst 2022 Refrcst Notes
Total Operations Expense 387,727 633,213 825,916 1,015,004 919,003 (96,001) -9.46%
(103,949) (278,525) (429,419) (556,522) (447,512) 109,010 -19.59%
Programs & Events - Income
Programs
4102 · PASTA 48,546 76,544 52,950 57,725 - (57,725) -100.00%PASTA program ended summer 2022
4101 - Fencing 6,246 12,675 7,440 8,000 7,749 (251) -3.14%
4100 - Knitting (5) 629 800 - - 0.00%
4103 · Yoga 30 2,648 5,760 7,000 9,600 2,600 37.14%
4104 - Dog Obedience/Animal Related - - - 0.00%
4106 - Sewing 10,120 12,314 17,415 17,415 14,240 (3,175) -18.23%
4107 · Bridge - 520 4,800 9,000 14,400 5,400 60.00%
4109 · Cooking Classes 2,069 12,475 7,000 7,000 4,800 (2,200) -31.43%
4111 · Other 41,992 52,826 40,000 40,000 50,400 10,400 26.00%
4112 · Manners 30 3,630 2,000 5,200 6,560 1,360 0.00%
4113 · Bubbles Academy - - - - 0.00%
4116 - Computer/Photo - - - - - 0.00%
4125 - Music Lessons - 285 1,320 - 18,000 18,000 0.00%
4100 - Meditation 437 - - 200 1,440 1,240 0.00%
4100 - Palette & Pours 83 1,465 1,350 2,000 2,500 500 25.00%
4124 - DPAL Art Classes 18,981 19,000 19,000 22,448 3,448 18.15%
4100 - Improv & Acting 2,000 14,944 17,000 35,000 48,190 13,190 37.69%includes new Gorton Drama Studio classes
4100 - High School Prep - 750 - - 0.00%
4122 - Robothink 11,525 10,710 15,000 17,440 2,440 16.27%
111,547 222,209 187,545 222,540 217,767 (4,773) -2.14%
Events
4117 - Safety Town 120 14,433 15,200 17,701 17,500 (201) -1.14%
4118 - Dog Day - 202 700 700 700 - 0.00%
4119 - Film Festival & Series 27,548 15,946 10,000 18,000 24,300 6,300 35.00%
4130 - Gene Siskel Film Series - - - - 0.00%
4125 - Hughes Distribution 21,500 23,616 22,413 25,558 19,911 (5,647) -22.10%
4120 - Family Concerts - 6,376 10,000 500 13,500 13,000 2600.00%
4121 - Kids Only Holiday Shoppe - 1,673 1,800 1,800 3,000 1,200 66.67%
4123 - Speakers - - 0.00%
4201 - Grotto - - 7,500 7,500 10,500 3,000 0.00%
4123 - PAC Committee - - 0.00%
4128 - Greater Good 28,215 - - - - 0.00%
4213 - Rendezvous Arts 1,772 - 3,100 5,250 2,150 69.35%
4211 - Storytelling 3,839 20,290 5,000 4,000 (1,000) -20.00%
4212 - Gorton Center Live 50,564 35,000 35,000 53,200 18,200 52.00%
4204 - Other 71,838 31,762 28,000 40,000 (40,000) -100.00%
NEW LINE - Community Events 13,000 0.00%
NEW LINE - Performing Arts 23,000 0.00%
4225 - Event Sponorships 28,825 34,500 30,000 25,000 35,000 10,000 40.00%
4226 - Signature Events 14,738 18,872 82,000 30,000 63,500 33,500 111.67%Return to prepandemic activity level
4202 - Jazz Tickets - 3,455 8,000 8,000 12,000 4,000 50.00%
192,784 207,010 270,903 217,859 298,361 80,502 36.95%
Total Program & Event Revenue 304,331 429,219 458,448 440,399 516,128 75,729 17.20%
-
Programs & Events - Expense
Programs
5102 · PASTA Expense 28,652 45,534 31,770 33,556 - (33,556) -100.00%
5101 - Fencing 4,092 8,450 5,208 5,600 5,424 (176) -3.14%
5100 - Knitting - 426 480 - - 0.00%
5103 · Yoga - 1,570 3,456 4,900 5,760 860 17.55%
5106 - Sewing 8,688 9,042 12,191 12,200 11,160 (1,040) -8.52%
5107 · Bridge - - 3,360 6,300 8,640 2,340 37.14%
5109 · Cooking Class 750 8,049 5,000 4,900 3,360 (1,540) -31.43%
5111 · Other 27,319 27,929 20,000 28,000 35,280 7,280 26.00%
5112 - Manners - 1,595 1,400 3,640 5,600 1,960 0.00%
5116 - Computer/Photo 754 - - - - 0.00%
5100 - Meditation 295 - - - 1,008 1,008 0.00%
5100 - Palette & Pours 100 952 945 1,200 1,750 550 45.83%
Page 3 of 526
Gorton Community Center
2023 Budget
2023 $ Variance % Variance
2020 2021 2022 2022 Budget 2023 2023 Bgt vs 2023 Bgt vs
Actual Actual Budget Reforcast Budget 2022 Refrcst 2022 Refrcst Notes
5124 - DPAL Art Classes 11,664 10,917 11,000 15,714 4,714 42.85%
5100 - Improv & Acting 337 11,262 11,500 23,000 30,726 7,726 33.59%
5100 - High School Prep - 525 - - - 0.00%
5122 - Robothink - 6,172 7,497 10,500 12,208 1,708 16.27%
5125 - Music Lessons 924 - 12,600 12,600 #DIV/0!
70,986 133,170 114,648 144,796 149,230 4,434 3.06%
Events
5117 - Safety Town 154 10,388 9,500 10,500 9,500 (1,000) -9.52%
5118 - Dog Day - 94 150 100 300 200 200.00%
5119 - Film Festival & Series 21,779 13,638 5,000 9,800 19,300 9,500 96.94%
5130 - Gene Siskel Film Series - - - - 0.00%
5120 - Family Concerts - 6,350 6,500 5,892 12,000 6,108 103.67%
5121 - Kids Only Holiday Shoppe - 702 380 380 2,000 1,620 426.32%
5201 - Grotto - - 3,300 3,300 7,000 3,700 0.00%
5123 - PAC Committee - - 0.00%
5213 - Rendezvous Arts 1,547 - 740 3,675 2,935 396.62%
5211 - Storytelling 2,325 9,800 2,400 3,000 600 25.00%
5212 - Gorton Center Live 24,706 16,000 16,000 40,000 24,000 150.00%
5204 - Other 65,346 35,385 24,430 39,000 (39,000) -100.00%
NEW LINE - Community Events 16,500
NEW LINE - Performing Arts 15,100
5202 - Jazz 1,400 1,900 3,500 3,500 6,000 2,500 71.43%
5226 - Signature Event 2,113 50,000 18,000 43,000 25,000 138.89%
88,679 99,148 128,560 109,612 177,375 67,763 61.82%
Total Program & Events Expense 159,665 232,318 243,208 254,408 326,605 72,197 28.38%
Programs & Events, net 144,666 196,901 215,240 185,991 189,523 3,532 1.90%
Drop-In Center - Income
4401.1 - Enrollment 7,682 9,967 7,000 9,000 8,000 (1,000) -11.11%
4402 · Hourly 117,255 245,678 250,000 250,000 312,970 62,970 25.19%
4403 - Lunch Bunch 3,937 9,925 11,000 7,500 11,000 3,500 46.67%
4404 · Camp Gorton/Mini Camps 18,980 45,372 50,000 59,820 38,025 (21,795) -36.43%
4405 · Other - 0.00%
4405.04 · Other-Donations 1,240 - - - - - 0.00%
4405.1 · Book Fair 489 - - - - - 0.00%
Childcare Restoration Grant/Other 66,308 104,622 57,000 - (57,000) -100.00%
Total 4405 · Other 68,037 104,622 - 57,000 - (57,000) -100.00%
Total Revenue, Drop-In Center 215,892 415,563 318,000 383,320 369,995 (13,325) -3.48%
Drop-In Center - Expense
5401 · Payroll
5401.01 · Drop In Center 184,874 185,303 215,288 215,288 243,555 28,267 13.13%Increases to match market rates; increased staff
5401.04 · Taxes 14,135 14,176 16,470 16,470 18,632 2,162 13.13%7.65% of payroll
5401.05 · Payroll Fees 1,359 1,725 1,430 1,430 1,705 275 19.23%
Total 5401 · Payroll 200,367 201,203 233,188 233,188 263,892 30,704 13.17%
5402 · Administrative Services 5,800 7,083 5,000 5,000 5,100 100 2.00%Payable to GCC for copies, cr card fees, admin
5403 · Rent 54,604 54,604 56,242 56,252 57,940 1,688 3.00%3% increase
5404 · Telephone 720 723 1,000 1,000 1,000 - 0.00%
5405 · Staff Development/Education 370 315 700 700 700 - 0.00%Staff Meetings
5406 · Office Supplies 698 305 350 350 350 - 0.00%Toner, misc supplies
5407 · Classroom Supplies 2,586 3,797 2,000 3,500 2,000 (1,500) -42.86%
5407.1 - Snack Expense 1,110 1,252 900 900 900 - 0.00%
5407.2 - Lunch Expense 3,684 7,556 7,000 9,000 8,000 (1,000) -11.11%Nets against Lunch Bunch Income
5408 · Cleaning & Laundry 2,039 4,740 5,000 5,000 5,797 797 15.94%estimate provided by Signature Cleaning
5409 - Marketing - 237 - - - 0.00%
5410 · Camp - 555 700 700 700 - 0.00%Camp Gorton, mini camp expenses
5413 · Classroom Equipment 85 306 500 500 500 - 0.00%Painting, misc equipment
5414 · Miscellaneous 454 1,265 500 1,200 500 (700) 0.00%Food Service Permit, Parent Coffees, health record service
Total Expense, Drop-In Center 272,518 283,941 313,080 317,290 347,379 30,089 9.48%
Drop-In Center, net (56,626) 131,622 4,920 66,030 22,616 (43,414) -65.75%
Total Gorton Operations (15,909) 49,998 (209,259) (304,501) (235,373) 69,128 -22.70%
Page 4 of 527
Gorton Community Center
2023 Budget
2023 $ Variance % Variance
2020 2021 2022 2022 Budget 2023 2023 Bgt vs 2023 Bgt vs
Actual Actual Budget Reforcast Budget 2022 Refrcst 2022 Refrcst Notes
5021 - Depreciation Expense (282,000) (291,017) (296,287) (296,287) (395,122) (98,835) 33.36%Based on projected 2022 Cap Exp
(297,909) (241,019) (505,546) (600,788) (630,495) (29,707) 4.94%
Unrestricted Activity - Fundraising
Donations - Income
4501 - General Donations
4501 - 1 Quarter Donations 23,234 39,186 35,000 58,648 60,000 1,352 2.31%
4501 - Spring Appeal 115,478 83,555 80,000 54,825 57,850 3,025 5.52%
4501 - 3rd Quarter Donations 15,711 45,850 35,000 20,000 35,000 15,000 75.00%
4501 - Fall Appeal 231,958 244,305 190,000 190,000 190,000 - 0.00%
4501.80 - In-Kind Donations 10,000 20,030 9,900 9,900 9,900 - 0.00%Safety Town Storage $640/mo
4501 - Discount on Pledges - - 0.00%
396,380 432,926 349,900 333,373 352,750 19,377 5.81%
Donations - Expense 82,783 78,671 80,000 78,500 85,125 6,625 8.44%2 Appeals, Event, 2 Development Salaries & Taxes, Annual Report
Unrestricted Donations, net 313,597 354,256 269,900 254,873 267,625 12,752 5.00%
-
Unrestricted Activity, net 313,597 354,256 269,900 254,873 267,625 12,752 5.00%
Temporarily Restricted Activity
6005 - Restricted Fund Income 48,075 26,148 - - - 0.00%
6004 - Restricted Fund Expenditure (58,006) (22,259) - - - 0.00%
Temporarily Restricted Activity, net (9,931) 3,888 - - - - 0.00%
Permanently Restricted Activity
Hughes Film Series
6010 - Hughes Film Series Income 13,195 16,447 8,000 8,000 8,000 - 0.00%
6011 - Management Fees (4,981) (5,304) (5,900) (5,900) (5,500) 400 -6.78%.85% of projected balance of 8/31/22 $632,089
6013 - Unrealized Gain/Loss on Investments 31,868 67,969 - - - 0.00%
6015 - Draws on Investment Acct (21,500) (23,616) (22,058) (25,558) (19,911) 5,647 -22.09%Draw for film expenses
Hughes Film Series Activty, net 18,583 55,495 (19,958) (23,458) (17,411) 6,047 -14.92%
Permanently Restricted Donations
6002 - Realized Gain/Loss on Investments 54 - - - - 0.00%
6003 - Unrealized Gain/Loss on Investments 626,321 559,205 - - 0.00%
6006 - Income from Investments 86,162 112,532 80,000 80,000 80,000 - 0.00%
6011 - Draws on Investment Acct (163,259) (150,345) (175,523) - (155,146) (155,146) 0.00%See subschedule
6012 - Permanently Restricted Fund Income - 0.00%
6007 - Permanently Restricted Donations - - - - 0.00%Donations to Endowment
6008 - Gain/Loss on Stock Sale (21) - - 0.00%Gain/Loss on stock gift holding period
6008 - Management Fees (36,026) (40,963) (40,850) (40,832) (41,865) (1,033) 2.53%.85% of projected balance of 8/31/22 $4,925,254
Permanently Restricted Donation Actvity, net 513,252 480,408 (136,373) 39,168 (117,011) (156,179) -398.74%
Total Permanently Restricted Activity 531,835 535,903 (156,331) 15,710 (134,422) (150,132) -955.65%
Total Unrestricted, Temp Restr, Perm Restr Activity 835,501 894,048 113,569 270,583 133,203 (137,380) -50.77%
Net Income/Loss 537,592 653,029 (391,977) (330,205) (497,292) (167,087) 50.60%
Page 5 of 528
2018 2019 2020 2021 2022 2023 2024
D. GCC Capital Expenditures budgeted
1 Cleaning & Inspection of Auditorium Murals 5,000$ 5,000$ 5,000$
2 Two entrance signs for Gorton -$
3 Update Bathrooms 65,500$ 30,000$ 11,500$ -$ 12,000$ -$ 12,000$
4 DIC Playground Equipment/Flooring Replacement 70,723$ -$ 18,000$
5 Replacement of air conditioner 11,475$
6 Keyless Access System for Exterior Doors (Note 1)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 54,600$ 8,000$ 18,000$ 600$ 9,000$ 10,000$ 9,000$
10 Lower level hall and annex cement grinding/staining 41,720$
11 New Website 42,000$ 12,000$
12 Computer Replacement Budget 12,000$ 4,000$ 4,000$ 4,000$
13 Theater Board Cover -$
14 Update Grotto -$
15 Replace Carpet in Nagel Room and upstairs offices 7,600$ 7,600$
16 Security cameras 23,500$ 10,000$ 4,500$ 9,000$
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 /Outdoor 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/appliances 4,000$ TBD 2,000$ 2,000$
27 Mac Laptop 3,500$ 3,500$
28 Handrail for Theater Stairs 3,500$ 3,500$
29 Stage Monitor Patch/amps 4,500$ 4,500$ 1,370$
30 Hallway wayfinding and security signage 1,300$
31 Storm Windows 3,300$
32 Trash receptical door repair
33 Theater carpet -$ 9,000$
34 Custom refrigerated drawer for bar area in Glore solarium -$ 5,000$
35 Theater speakers and microphones -$ 6,500$ 6,240$
36 Landscaping
37 Ask Joan building activity system -$ 5,000$
38 Upgrade one classroom with new technology -$ -$
39 Video streaming program/cameras
40 Recovering armchairs in Nagel Room 6,000$ -$
41 UV Light system for HVAC
42 DILC smart board system for preschool room 10,000$
43 Wireless access points 15,000$
44 Miscellaneous theater equipment 9,274$
45 replace cyclorama in theater 35,000$
46 automated rear screen 18,000$
47 piano repair 8,000$
48 patio expansion 20,000$
438,314$ 116,540$ 55,700$ 600$ 33,500$ 64,870$ 74,514$ 70,000$
Gorton Community Center Capital Budget (Gorton's Responsibility)
29
ACTUAL ACTUAL ACTUAL ACTUAL ESTIMATE BUDGET PROJECTED PROJECTED PROJECTED
2018 2019 2020 2021 2022 2023 2024 2025 2026
Fund Balance 1/1 8,895,998 8,482,290 9,036,633 9,575,656 10,255,417 9,925,212 9,514,985 9,101,693 8,685,244
Revenue
Room Rentals/Leases 450,084 395,622 229,174 300,229 458,482 471,491 485,636 500,205 515,211
Programs and Events 399,542 488,186 428,426 406,787 440,399 516,128 531,612 547,560 563,987
Children's Learning Center 265,511 264,314 356,937 310,942 383,320 369,995 381,095 392,528 404,304
Unearned Revenue/Contributions 341,873 387,865 660,167 647,134 254,873 267,625 275,654 283,923 292,441
Total Revenue 1,457,010 1,535,987 1,674,704 1,665,092 1,537,074 1,625,239 1,673,996 1,724,216 1,775,943
Expenses
Administration 859,300 970,922 821,160 937,081 1,015,004 919,003 946,573 974,970 1,004,219
Programs and Events 226,728 275,112 198,371 233,779 254,408 326,605 336,403 346,495 356,890
Children's Learning Center 305,986 238,627 239,982 226,087 317,290 347,379 357,800 368,534 379,590
Total Expenses 1,392,014 1,484,661 1,259,513 1,396,947 1,586,702 1,592,987 1,640,777 1,690,000 1,740,700
Operating Income 64,996 51,326 415,191 268,145 (49,628)32,252 33,220 34,216 35,243
Depreciation Expense (267,964)(277,494)(287,176)(301,939)(296,287)(308,057)(308,057)(308,057)(308,057)
Temporarily Restricted Activity, Net (61,361)53,029 (10,823)3,761 0 0 0 0 0
Permanently Restricted Activity, Net (149,379)727,482 421,831 709,794 15,710 (134,422)(138,455)(142,608)(146,887)
Other
Net Income (413,708)554,343 539,023 679,761 (330,205)(410,227)(413,292)(416,449)(419,701)
Fund Balance 12/31 8,482,290 9,036,633 9,575,656 10,255,417 9,925,212 9,514,985 9,101,693 8,685,244 8,265,543
Check: ending FB audit report 8,482,290 9,036,633 9,575,656 10,255,417
Difference (0)(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
30
Attachment 1
PROJECTED 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 2022 is as follows:
2021 EAV for The City of Lake Forest 2,381,873,010
Estimated average change to existing property 2.40%
2022 EAV for existing property 2,439,013,037
Total Estimated New Construction Growth for 2022 9,698,793$
Total Projected EAV for 2022 Tax Levy 2,448,711,830$
COMPUTATION OF MAXIMUM TAX EXTENSION FOR UNDER THE PROPERTY TAX
EXTENSION LIMITATION ACT
A.Tax Levy Extensions for the 2021 Tax Year (Excluding Debt 33,785,511$
Service, Special Rec and partial Fire Pension Tax Levy Extension)
B.Total Projected EAV for 2022 Tax Levy 2,448,711,830$
C.Total Estimated New Construction Growth for 2022 9,698,793$
D.CPI Increase for 2022 Levy 5.00%
Step 1 Numerator of Limiting Rate:33,785,511$ X 105.000%=35,474,787$
Step 2 Denominator of Limiting Rate:2,448,711,830$ -9,698,793 =2,439,013,037$
Step 3 Limiting Rate (Per $100 EAV):35,474,787$ /2,439,013,037 =0.01454$
Step 4 Maximum Tax Extension for 2022 Tax Year 2,448,711,830$ X 0.01454$ =35,615,853$
(Excluding Debt Service Tax Levy Extension):
Step 5 Added Tax Levy Extension Based on New =141,066$
Growth (Step 4 minus Step 1)
Aggregate Levy - Truth in Taxation Estimate:105.42%
Tax Cap 5.00%
New Construction 0.42%
5.42%
ESTIMATING EQUALIZED ASSESSED VALUATION, TAX LEVY LIMITATIONS
AND NEW GROWTH PROJECTIONS FOR 2022 LEVY
11/15/2022 taxlevy2022_draft
31
The City of Lake Forest
Tax Levy
2022
Attachment 2
FUND 2022 LEVY 2021 Extension $ CHANGE % CHANGE
General $15,180,194 14,738,052 442,142 3.00%
Pension Funds
IMRF/SS - Funded Ratio 113.47%1,331,879 1,293,086 38,793 3.00%
Police Pension - Funded Ratio 56.42%3,284,419 3,188,756 95,663 3.00%Pens Sub (+$255k)
Fire Pension - Funded Ratio 70.39%2,077,963 2,222,192 (144,229)-6.49%Pens Sub (+$296k)
Sub-Total Pension Funds 6,694,261 6,704,034 (9,773)-0.15%
Other Funds
Recreation and Parks 5,594,063 5,327,679 266,384 5.00%
Recreation and Parks-IMRF/SS 630,378 600,360 30,018 5.00%
Special Recreation 0
Capital Improvements (Cap Applies)1,891,019 1,539,144 351,875 22.86%5-year (+$350k)
Recreation and Parks/Specific Purpose 125,000 125,000 0 0.00%
Library 4,251,719 4,049,256 202,463 5.00%
Library-sites 456,776 435,025 21,751 5.00%
Sub-Total Other Funds 12,948,955 12,076,464 872,491 7.22%
TOTAL LEVY UNDER TAX CAP 34,823,409 33,518,550 1,304,859 3.89%
Bond Funds (Cap Applies)
2010/2013/2021 GO Bonds MS/CIP 730,900 734,750 (3,850)-0.52%
2019 Refunding 832,713 831,463 1,250 0.15%
Extension Adjustment 0 18,236 (18,236)
2015 GO Bonds - CIP 262,112 255,238 6,874 2.69%
Sub-Total Bond Funds 1,825,725 1,839,687 (13,962)-0.76%
TOTAL TAX LEVY BEFORE
NEW GROWTH and ALLOWANCES 36,649,134 35,358,237 1,290,897 3.65%
Fire Pension PA 93-0689 325,232 117,236 207,996 177.42%
Special Recreation 527,054 501,956 25,098 5.00%
PTAB/CE Recapture 266,960 (266,960)N/A New Legislation
Plus New Growth 141,066 141,066 N/A
GRAND TOTAL TAX LEVY 37,642,486 36,244,389 1,398,097 3.86%
Ord 2013-70 Debt/Capital Cap 3,716,744 3,378,831 337,913 10.00%Cap $3,950,939
Aggregate Levy (Truth in Taxation)35,816,761 34,137,742 1,679,019 4.92%
DISTRIBUTION OF GROWTH
General Fund Levy -123,843$
Library Levy -17,223
TOTAL NEW GROWTH 141,066$
11/15/2022
taxlevy2022_draft
32
The City of Lake Forest
Tax Levy
2022Attachment 3
FUND 2022 LEVY 2021 Extension $ CHANGE % CHANGE
General $15,304,037 14,738,052 565,985 3.84%
Pension Funds
IMRF/SS 1,331,879 1,293,086 38,793 3.00%
Police Pension 3,284,419 3,188,756 95,663 3.00%Pens Sub (+$255k)
Fire Pension 2,403,195 2,339,428 63,767 2.73%Pens Sub (+$296k)
Sub-Total Pension Funds 7,019,493 6,821,270 198,223 2.91%
Agency Funds
Recreation and Parks 5,594,063 5,327,679 266,384 5.00%
Recreation and Parks-IMRF/SS 630,378 600,360 30,018 5.00%
Recreation and Parks-Specific Purpose 125,000 125,000 0 0.00%
Special Recreation 527,054 501,956 25,098 5.00%
Capital Improvements 1,891,019 1,539,144 351,875 22.86%5-year (+$350k)
Library 4,268,942 4,049,256 219,686 5.43%
Library-sites 456,776 435,025 21,751 5.00%
Sub-Total Agency Funds 13,493,232 12,578,420 914,812 7.27%
AGGREGATE LEVY 35,816,761 34,137,742 1,679,019 4.92%
Bond Funds
2010 GO Bonds MS/CIP 730,900 734,750 (3,850)-0.52%
2009 GO Bonds Western 832,713 831,463 1,250 0.15%
Extension Adjustment 18,236 (18,236)
2015 GO Bonds - CIP 262,112 255,238 6,874
Sub-Total Bond Funds 1,825,725 1,839,687 (13,962)-0.76%
PTAB/CE Recapture 0 266,960 (266,960)N/A New Legislation
GRAND TOTAL TAX LEVY 37,642,486 36,244,389 1,398,097 3.86%
11/15/2022 taxlevy2022_draft33
The City of Lake Forest
Tax Levy
2022
Explanation of Homeowner Increase
Attachment 4
2022 LEVY 2021 Extension $ CHANGE % CHANGE
Levy before growth and exclusions 34,823,409$ 33,518,550$ 1,304,859$ 3.89%
Plus growth and exclusions 993,352 619,192 374,160$
TOTAL LEVY UNDER TAX CAP 35,816,761$ 34,137,742$ 1,679,019$ 4.92%
PTAB/CE Recapture 0 266,960 (266,960)$
Bond Funds 1,825,725 1,839,687 (13,962)$
TOTAL TAX LEVY 37,642,486$ 36,244,389$ 1,398,097$ 3.86%
Increase excl new growth/exclusions 36,649,134 35,358,237 3.65%
2022 2021
Forecast Actual
City Equalized Assessed Value ( EAV)2,448,711,830 2,381,873,010
1/3 market value
City Levy 37,642,486 36,244,389
Tax Rate 1.5372 1.5217 levy divided by EAV X 100
Average Home Market Value 819,192$ 800,000$
EAV 273,064 266,667
EAV X Tax Rate/100 4,198$ 4,058$ 140$ 3.45%
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.)
11/15/2022 taxlevy2022_draft
34
12/05/22 City Council - Final Reading
TAX LEVY 2022-2023
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, 2022 AND ENDING APRIL 30, 2023.
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, 2022 and ending April 30, 2023 was duly passed
the 18th of July, 2022 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 seventy-three million, eight hundred eight thousand, three hundred eighty-seven
dollars ($73,808,387) 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, 2022 and ending April 30, 2023 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 seventy-three million, eight hundred eight thousand,
three hundred eighty-seven dollars ($73,808,387) hereto appropriated and hereby levied, respectively are
as follows, to wit:
GENERAL FUND Tax Levy
Appropriation 2022-2023
General Government
Salaries and Benefits 2,909,529$ 2,110,739$
Supplies/Other Services and Charges 4,242,970 3,078,093
Capital Equipment 231,000 167,581
Contingency - to meet expenses of emergencies
and optional expenses not otherwise provided for 3,942,346 -
TOTAL GENERAL GOVERNMENT 11,325,845$ 5,356,413$
Legal
Contractual Services 450,000$ 306,081$
TOTAL LAW 450,000$ 306,081$
35
12/05/22 City Council - Final Reading
Tax Levy
Appropriation 2022-2023
Community Development
Salaries and Benefits 1,683,878$ -$
Supplies/Other Services and Charges 491,438 -
Capital Equipment - -
TOTAL COMMUNITY DEVELOPMENT 2,175,316$ -$
Public Works Administration
Salaries and Benefits 444,908$ 371,478$
Supplies/Other Services and Charges 104,968 87,643$
TOTAL PUBLIC WORKS ADMINISTRATION 549,876$ 459,121$
Public Buildings
Building Maintenance Administration
Salaries and Benefits 865,505$ 375,932$
Supplies/Other Services and Charges 746,216 324,118
Capital Improvements 150,000 65,152
TOTAL PUBLIC BUILDINGS 1,761,721$ 765,202$
Streets
Salaries and Benefits 1,088,912$ -$
Supplies/ Other Service and Charges 968,880 -
Capital Improvements 250,000
TOTAL STREETS 2,307,792$ -$
Sanitation
Salaries and Benefits 1,315,535$ 822,513$
Supplies/ Other Service and Charges 1,132,208 707,891
TOTAL SANITATION 2,447,743$ 1,530,404$
Storm Sewers
Salaries and Benefits 128,334$ 94,318$
Supplies/ Other Service and Charges 29,900 21,975
Capital Improvements 50,000 36,747
TOTAL STORM SEWERS 208,234$ 153,040$
Engineering
Salaries and Benefits 539,347$ 184,927$
Supplies/ Other Service and Charges 353,352 121,154
TOTAL ENGINEERING 892,699$ 306,081$
Fire
Fire Administration
Salaries and Benefits 4,951,079$ 2,450,616$
Supplies/ Other Service and Charges 339,257 167,921
Capital Improvements 50,000 24,748
Sub-Total 5,340,336$ 2,643,285$
36
12/05/22 City Council - Final Reading
Tax Levy
Appropriation 2022-2023
Emergency Medical Services
Supplies/ Other Service and Charges 82,800$ 40,983$
Sub-Total 82,800$ 40,983$
Fire Suppression
Supplies/ Other Service and Charges 142,350$ 70,458$
Sub-Total 142,350$ 70,458$
TOTAL FIRE 5,565,486$ 2,754,727$
Police
Salaries and Benefits 6,698,124$ 3,050,822$
Supplies/ Other Service and Charges 1,287,295 586,330
Capital Improvements 78,637 35,817
TOTAL POLICE 8,064,056$ 3,672,969$
TOTAL AMOUNT APPROPRIATED FROM GENERAL FUND 35,748,768$ 15,304,037$
Less: Total amount appropriated from other sources 20,444,731
other than Tax Levy
Sub-Total 15,304,037
TOTAL AMOUNT TO BE RAISED BY TAX LEVY FOR
GENERAL FUND 15,304,037$
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 812,246$ 665,940$
General Fund - Social Security 740,997 665,939
Parks and Recreation Fund - IMRF 355,660 315,189
Parks and Recreation Fund - Social Security 351,787 315,189
-
TOTAL AMOUNT APPROPRIATED FROM ILLINOIS 2,260,690$ 1,962,257$
MUNICIPAL RETIREMENT AND SOCIAL SECURITY
Less: Total amount appropriated from other sources 298,433
other than Tax Levy
Sub-Total 1,962,257
TOTAL AMOUNT TO BE RAISED BY TAX LEVY FOR
ILLINOIS MUNICIPAL RETIREMENT AND SOCIAL SECURITY 1,962,257$
37
12/05/22 City Council - Final Reading
Tax Levy
Appropriation 2022-2023
FIREFIGHTERS'S PENSION FUND
Other Services and Charges 3,012,494$ 2,077,963$
Contingency to meet expenses for emergencies and expenses
not otherwise provided for 333,772 -
TOTAL AMOUNT APPROPRIATED FOR PAYMENT
TO THE FIREFIGHTERS'S PENSION FUND 3,346,266$ 2,077,963$
Less: Total amount appropriated from other sources
other than Tax Levy 1,268,303
Sub-Total 2,077,963
TOTAL AMOUNT TO BE RAISED BY TAX LEVY FOR
THE FIREFIGHTERS'S PENSION FUND 2,077,963$
Other Services and Charges 325,232$ 325,232$
TOTAL AMOUNT TO BE RAISED BY TAX LEVY FOR
THE FIREFIGHTERS'S PENSION FUND LAW PA 93-0869 325,232$ 325,232$
POLICE PENSION FUND
Other Services and Charges 4,070,496$ 3,284,419$
Contingency to meet expenses for emergencies and expenses
not otherwise provided for 407,049 -
TOTAL AMOUNT APPROPRIATED FOR PAYMENT
TO THE POLICE PENSION FUND 4,477,545$ 3,284,419$
Less: Total amount appropriated from other sources 1,193,126
other than Tax Levy
Sub-Total 3,284,419
TOTAL AMOUNT TO BE RAISED BY TAX LEVY FOR
THE POLICE PENSION FUND 3,284,419$
PARKS AND RECREATION FUND
Parks and Forestry
Administration
Salaries and Benefits 2,455,344$ 2,157,781$
Supplies/ Other Service and Charges 563,948 495,603
Capital Equipment 297,884 261,784
Sub-Total 3,317,176$ 2,915,168$
Grounds Maintenance
Supplies/ Other Service and Charges 396,804$ 348,715$
Sub-Total 396,804$ 348,715$
38
12/05/22 City Council - Final Reading
Tax Levy
Appropriation 2022-2023
Athletic Field Plg/Tennis
Supplies/ Other Service and Charges 111,500$ 97,987$
Sub-Total 111,500$ 97,987$
Lake Front Facilities
Supplies/ Other Service and Charges 36,000$ 31,637$
Sub-Total 36,000$ 31,637$
Tree Trimming
Supplies/ Other Service and Charges 56,000$ 49,213$
Sub-Total 56,000$ 49,213$
Tree Removal
Supplies/ Other Service and Charges 41,500$ 36,471$
Sub-Total 41,500$ 36,471$
Insect & Disease
Supplies/ Other Service and Charges 23,500$ 20,652$
Sub-Total 23,500$ 20,652$
Tree & Shrub Planting/Care
Supplies/ Other Service and Charges 12,500$ 10,985$
Sub-Total 12,500$ 10,985$
Natural Areas Management
Supplies/ Other Service and Charges 49,800$ 43,765$
Sub-Total 49,800$ 43,765$
TOTAL PARKS AND FORESTRY SECTION 4,044,780$ 3,554,594$
Recreation
Recreation Programs
Salaries and Benefits 3,118,016$ 1,078,287$
Supplies/ Other Service and Charges 1,479,108 511,512
Capital Equipment 42,420 14,670
Sub-Total 4,639,544$ 1,604,469$
Recreation and Parks Specific Purpose 125,000$ 125,000$
Recreation Center Capital Equipment 50,000 50,000
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 995,177 -
TOTAL RECREATION SECTION 6,194,721$ 2,164,469$
TOTAL AMOUNT APPROPRIATED FROM THE PARKS AND 10,239,501
RECREATION FUND
39
12/05/22 City Council - Final Reading
Tax Levy
Appropriation 2022-2023
Less: Total amount appropriated from other sources 8,075,032
other than Tax Levy
Sub-Total 5,719,063
TOTAL AMOUNT TO BE RAISED BY TAX LEVY FOR
THE PARKS AND RECREATION FUND 5,719,063$
Special Recreation
Salaries and Benefits 60,425$ 53,580$
Supplies/Other Services and Charges 274,488 243,395
Capital Improvements 259,470 230,078
Contingency to meet expenses of emergencies and
operational expenses not otherwise provided for 59,438 -
TOTAL AMOUNT TO BE RAISED BY TAX LEVY FOR
SPECIAL RECREATION 653,821$ 527,054$
Capital Improvements Fund
Supplies/Other Services and Charges 9,825$ -$
Capital Equipment 564,500
Capital Improvements 16,654,723 1,891,019
Contingency to meet expenses of emergencies and capital
improvements not otherwise provided for 1,722,905
TOTAL AMOUNT TO BE RAISED BY TAX LEVY FOR
CAPITAL IMPROVEMENTS 18,951,953.00$ 1,891,019$
PUBLIC LIBRARY FUND
Library Services
Salaries and Benefits 2,687,674$ 2,687,256$
Supplies/Other Services and Charges 1,321,924 1,321,718
Contingency to meet expenses of emergencies and
operational expenses not otherwise provided for 18,669 -
Total Lake Forest Public Library - General 4,028,267$ 4,008,974$
Less: Total amount appropriated from other sources 19,293
other than Tax Levy
Sub-Total 4,008,974
TOTAL AMOUNT TO BE RAISED BY TAX LEVY FOR
THE LAKE FOREST PUBLIC LIBRARY - GENERAL 4,008,974$
Social Security and IMRF
Social Security 149,026$ 129,984$
Illinois Municipal Retirement Fund (IMRF)200,081 129,984
Total Lake Forest Public Library - Social Security and IMRF 349,107$ 259,968$
Less: Total amount appropriated from other sources 89,139
other than Tax Levy
Sub-Total 259,968
40
12/05/22 City Council - Final Reading
Tax Levy
Appropriation 2022-2023
TOTAL AMOUNT TO BE RAISED BY TAX LEVY FOR
THE LAKE FOREST PUBLIC LIBRARY - SOCIAL SECURITY AND IMRF 259,968$
Library Building
Salaries and Benefits 141,310$ 111,291$
Supplies/Other Services and Charges 268,675 211,599
Sub-Total 409,985$ 322,890
Capital Equipment -$ -$
Capital Improvements 170,000 133,886
Sub-Total 170,000$ 133,886$
Total Lake Forest Public Library
Building Maintenance and Repair (Sites and Building)579,985$ 456,776$
Less: Total amount appropriated from other sources 123,209
other than Tax Levy
Sub-Total 456,776
TOTAL AMOUNT TO BE RAISED BY TAX LEVY FOR
THE LAKE FOREST PUBLIC LIBRARY -
BUILDING MAINTENANCE AND REPAIR 456,776$
Public Schools THE CITY OF LAKE FOREST
School District No. 67**
From the Educational Fund 35,191,080$ 31,928,455$
From the Operations, Building and Maintenance Fund 4,879,960$ 4,124,566
From the Capital Projects Fund 1,269,900$ -
From the Illinois Municipal Retirement Fund 395,177$ 408,132
From the Social Security Fund 395,176$ 576,205
From the Transportation Fund 1,133,614$ 954,267
TOTAL AMOUNT APPROPRIATED FOR PUBLIC SCHOOLS
OF THE CITY OF LAKE FOREST (School District No. 67)43,264,907$ 37,991,625$
TOTAL AMOUNT TO BE RAISED BY TAX LEVY FOR
PUBLIC SCHOOLS OF THE CITY OF LAKE FOREST
(School District 67)37,991,625$
Summary of the Amounts Appropriated From the
the Several Funds
General 35,748,768$ 15,304,037$
Illinois Municipal Retirement Fund (IMRF)1,167,906 981,129
Social Security 1,092,784 981,128
Firefighter's Pension 3,346,266 2,077,963
Firefighter's Pension law PA 93-0869 325,232 325,232
Police Pension 4,477,545 3,284,419
Sub-Total 46,158,501$ 22,953,908$
41
12/05/22 City Council - Final Reading
Tax Levy
Appropriation 2022-2023
Parks and Recreation 10,239,501$ 5,719,063$
Special Recreation 653,821 527,054
Capital Improvements 18,951,953 1,891,019
Public Library 4,028,267 4,008,974
Public Library - Social Security 149,026 129,984
Public Library - IMRF 200,081 129,984
Public Library - Sites and Building 579,985 456,776
Sub-Total 34,802,634$ 12,862,854$
The City of Lake Forest School District No. 67 ***
Educational 35,191,080$ 31,928,455$
Operations, Building and Maintenance 4,879,960$ 4,124,566
Capital Projects Fund 1,269,900$ 0
Illinois Municipal Retirement Fund 395,177$ 408,132
Social Security 395,176$ 576,205
Transportation 1,133,614$ 954,267
Sub-Total 43,264,907$ 37,991,625$
GRAND TOTAL 124,226,042$ 73,808,387$
*** The City of Lake Forest School District No. 67
will be holding a special meeting and these
tax levy numbers could change.
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 ________________, 2022
____________________________________________
City Clerk
APPROVED THIS ____ day of ________________, 2022
_____________________________________________
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.
42
The City of Lake Forest
CITY COUNCIL MEETING
Proceedings of the Monday, November 21, 2022
City Council Meeting - City Council Chambers
220 E Deerpath, Lake Forest, IL 60045
CALL TO ORDER AND ROLL CALL Mayor Pandaleon called the meeting to order at 6:30p.m, and City Clerk
Margaret Boyer called the roll of Council members.
Present: Alderman Morris, Alderman Novit, Alderman Rummel, Alderman Notz, Alderman Buschmann and
Alderman Weber.
Absent: Alderman Preschlack, Alderman Goshgarian
CALL TO ORDER AND ROLL CALL
PLEDGE OF ALLEGIANCE was recited.
REPORTS OF CITY OFFICERS
COMMENTS BY MAYOR
Mayor Pandaleon noted that the Pop-Up Shop is back this year with a new name and new location at 252
Market Square. The Pop-Up Shop opens the day of the Tree Lighting Holiday Celebration (Friday, November
25) and will be open Thursdays, Fridays, and Saturdays throughout the holiday season. He also noted that
while there is still a lot of work to be completed, the pedestrian bridge on Deerpath is now in place.
A. Resolution of Appreciation for Steve Schutt, Former Lake Forest College President
Mayor Pandaleon read the resolution and presented it to Mr. Schutt. Mr. Schutt thanked the Council and the
community for such an amazing relationship with the college.
COUNCIL ACTION: Approve the Resolution of Appreciation, ask for a second, all in favor, motion carries
Alderman Morris made a motion to Approve the Resolution of Appreciation, seconded by Alderman Weber.
Motion carried unanimously by voice
B. Swear in Firefighter Paramedic Mike Szymanek
Mayor Pandaleon swore in Firefighter Paramedic Mike Szymanek, photos were taken.
COMMENTS BY CITY MANAGER
A. Community Spotlight
- Elawa Farm
Laura Calvert, Executive Director at the Elawa Farm Foundation
City Manager Jason Wicha introduced Laura Calvert, Executive Director at the Elawa Farm Foundation. Ms.
Calvert reported that recently the Foundation revised its mission statement “to steward a historic farm to
enrich greater Lake County as a center of experiential learning to broaden access to education, nutritious food,
and our local food system.” Ms. Calvert spoke about community outreach, food access, accessibility to the
43
Proceedings of the Monday, November 21, 2022
City Council Meeting
garden, farm dinners, the garden market and the holiday market that will take place Friday, December 2-
Sunday, December 4.
OPPORTUNITY FOR CITIZENS TO ADDRESS THE CITY COUNCIL
Seeing none, Mayor Pandaleon moved on.
COMMITTEE REPORTS
FINANCE COMMITTEE
1. Consideration of an Ordinance Establishing the 2022 Tax Levy (First Reading)
Finance Director, Elizabeth Holleb explained that the City Council has seen the proposed tax levy at the two
previous meetings and provided a high-level explanation of the changes that have been made to the levy. The
proposed tax levy for 2021 reflects a 2.50% increase over the 2020 tax levy extensions for the City and Library
operating funds and City pension and debt service funds. This increase contains the 1.40% property tax cap
increase on operating and IMRF pension levies and debt service bond levies. Additionally, Ms. Holleb
explained that the average increase to existing residents ($800,000 home) is projected to be $71 or 1.81%.
The City Council had discussion on the School Districts levy, both 115 and 67.
Mayor Pandaleon asked members of audience if they would like to comment on this item.
Seeing none, he asked for a motion.
COUNCIL ACTION: Grant first reading of an Ordinance Establishing the 2022 Tax Levy.
Alderman Morris made a motion to grant first reading of an Ordinance Establishing the 2022 Tax Levy,
seconded by Alderman Weber. The following voted “Aye”: Alderman Morris, Novit, Rummel, Notz,
Buschmann and Weber. The following voted “Nay”: None. 6-Ayes, 0 Nays, motion carried.
2. Approval of Ordinances Abating 2022 Tax Levies for Various G.O. Alternate Revenue Bond
Issues (First Reading)
Finance Director, Elizabeth Holleb, explained the proposed Ordinances provide the reduction of 2022 property
taxes levied for the three outstanding general obligation alternate revenue bond issues. She further explained
the three ordinances for approval which included decreasing a portion of the tax being levied in 2022 for the
annual payment of the general obligation bonds for the series 2015 bond issue, 2017 bond issue and 2019
bond issue.
44
Proceedings of the Monday, November 21, 2022
City Council Meeting
Mayor Pandaleon asked members of audience if they would like to comment on this item.
Seeing none, he asked for a motion.
COUNCIL ACTION: Grant first reading of the Ordinances abating tax levies for various general obligation
bond issues.
Alderman Rummel made a motion to grant first reading of the Ordinances abating tax levies for various
general obligation bond issues, seconded by Alderman Notz. The following voted “Aye”: Alderman Morris,
Novit, Rummel, Notz, Buschmann and Weber. The following voted “Nay”: None. 6-Ayes, 0 Nays, motion
carried.
3. Consideration of an Ordinance approving a Fee Schedule and Ordinance Adopting a New Fee
(First Reading)
Assistant Finance Director, Diane Hall, provided background regarding the process of approving the annual fee
schedule, stating that the Council viewed this at the Finance Committee meeting on November 14, 2022.
Additionally, she explained the proposed fee increases are highlighted in yellow, the proposed new fees
highlighted in orange and the fees highlighted in green are previously approved existing fees seeing no
change. Ms. Hall explained the new fee recommendations and the proposed fee reduction related to pet
licenses.
City Council had discussion on the reduction of pet license fees.
Mayor Pandaleon asked members of audience if they would like to comment on this item.
Seeing none, he asked for a motion.
COUNCIL ACTION: Grant first reading of an Ordinance approving a fee schedule and an Ordinance adopting
a new fee pertaining to contractor changes after permits are issued.
Alderman Morris made a motion to grant first reading of an Ordinance approving a fee schedule and an
Ordinance adopting a new fee pertaining to contractor changes after permits are issued, seconded by
Alderman Weber. The following voted “Aye”: Alderman Morris, Novit, Rummel, Notz, Buschmann and Weber.
The following voted “Nay”: None. 6-Ayes, 0 Nays, motion carried
ITEMS FOR OMNIBUS VOTE CONSIDERATION
Levy per County TIF Golf Water .5 NHRST Net Levy
2015 622,050.00 (359,937.50)262,112.50
2017 786,152.50 (786,152.50)0.00
2019 2,685,962.50 (92,166.91) (1,242,767.41) (518,315.68) 832,712.50
2021 730,900.00 730,900.00
4,825,065.00 (359,937.50) (92,166.91) (2,028,919.91) (518,315.68) 1,825,725.00
1% L/C 4,873,315.65 1,843,982.25
2022 Debt Service Levy and Abatements
45
Proceedings of the Monday, November 21, 2022
City Council Meeting
1. Approval of November 7, 2022, City Council Meeting Minutes
2. Approval of FY23 Administrative Directives Updates
3. Approval of Contract with American Printing Technologies for Processing Vehicle Licenses and
Parking Permits in an Amount Not to Exceed $44,000
4. Approval of an Additional Account Clerk III Position in the Finance Department
5. Approval of a Resolution to Enter into an Intergovernmental Agreement Authorizing
Participation in the Mutual Aid Box Alarm System.
6. Award of the contract for GIS Services to MGP, Inc. in the not-to-exceed amount of
$126,289 for calendar year 2023.
7. Consideration of a Recommendation from the Plan Commission in Support of an amendment
to a Special Use Permit and an Associated Resubdivision for Faith Lutheran Church, 680 W.
Deerpath. (If desired by the Council, Waive First Reading and Grant Final Approval of an
Ordinance and by Motion, Approve the Resubdivision.)
8. Consideration of a Waiver of Permit Fees for Replacement of the Dome at the Lake Forest
Library, 360 E. Deerpath. (Approval by Motion)
COUNCIL ACTION: Approval of the eight (8) omnibus items as presented.
City Manager Wicha acknowledged Director Jim Shaw’s work on item # 6, saving The City of Lake Forest a
substantial amount of money.
Mayor Pandaleon asked members of the Council if they would like to remove any item or take it separately.
Seeing none, he asked for a motion.
Alderman Morris made a to approve the eight (8) Omnibus items as presented, seconded by Alderman Weber.
The following voted “Aye”: Alderman Morris, Novit, Rummel, Notz, Buschmann and Weber. The following
voted “Nay”: None. 6-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
The Mayor and the City Council thanked City staff for their work and wished the residents a Happy and
Healthy Thanksgiving
ADDITIONAL ITEMS FOR COUNCIL DISCUSSION/COMMENTS BY COUNCIL MEMBERS
46
Proceedings of the Monday, November 21, 2022
City Council Meeting
ADJOURNMENT
There being no further business Mayor Pandaleon asked for a motion. Alderman Rummel made a motion to
adjourn, seconded by Alderman Notz. Motion carried unanimously by voice vote at 7:18 p.m.
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.
47
AN ORDINANCE
ABATING A PORTION OF THE TAX BEING LEVIED IN 2022
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, did 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 portion 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, 2023, 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 authorized and
directed to abate a portion of the 2022 Tax Levy in the amount of $359,937.50 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 __________________, 2022
_________________________________
City Clerk
APPROVED THIS ______ day of _______________, 2022
_________________________________
Mayor
ATTEST:
______________________________
City Clerk
2015
48
AN ORDINANCE
ABATING THE TOTAL TAX BEING LEVIED IN 2022
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 the 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 principal 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, 2023, 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 2022 Tax Levy of $786,152.50 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 __________________, 2022
_________________________________
City Clerk
APPROVED THIS ______ day of _______________, 2022
_________________________________
Mayor
ATTEST:
______________________________
City Clerk
2017
49
AN ORDINANCE
ABATING A PORTION OF THE TAX BEING LEVIED IN 2022
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 principal and interest on the General Obligation Refunding
Bonds, Series 2019 due in the fiscal year commencing May 1, 2023, 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 2022 Tax Levy in the amount of $1,853,250.00 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 __________________, 2022
_________________________________
City Clerk
APPROVED THIS ______ day of _______________, 2022
_________________________________
Mayor
ATTEST:
______________________________
City Clerk
2019
50
Proposed Changes in
Fee Schedule
December 5, 2022
City Council
51
THE CITY OF LAKE FOREST
ORDINANCE NO. 2022-_________
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
52
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 _________________________, 2022
AYES:
NAYS:
ABSENT:
ABSTAIN:
Approved this __ day of _________________________, 2022
_____________________________
Mayor
ATTEST:
_______________________________
City Clerk
53
3
Exhibit A
Schedule of Fees and Charges
54
City of Lake Forest Fee Schedule - Exhibit A
Add prior approved fees
New Fee
Change to fee
FEE Amount $$
(n/c if %Projected City Code
Fund FY2023 ($)blank)CHANGE Revenue Section
Water Fees:
Water Utility Fees/Charges
Turn Off Water Fee Water 75 51.064
Turn Off Water Fee After Hours Water 100 51.064
Turn On Water Fee Water 75 51.064
Turn On Water Fee After Hours Water 100 51.064
Water Main Taps Water
1 Inch Water 500 51.030(b)
1-1/2 Inch Water 1,000 51.030(b)
2 Inch Water 1,300 51.030(b)
3,4,6 and 8 inch taps Water 900 51.030(b)
Water Meter Fees Water
3/4 Inch Water 470 51.045(e)
1 Inch Water 540 51.045(e)
1-1/2 Inch Water 910 51.045(e)
2 Inch Water 1,165 51.045(e)
3 inch Water 2,615 51.045(e)
4 inch Water 3,950 51.045(e)
6 inch Water 6,840 51.045(e)
Water Meter Contractor Bond - Temporary Meter Water 1,500 0 51.015
Water Plant Investment Fee
New Single Family Home - vacant lot Water 2,900 52.15
Multi-Family Dwelling - new structure Water 2,652 52.15
Residential pools, sprinkler systems Water 459 52.15
Nonresidential buildings - new structures and additions Water 1.02/sq ft of entire 52.15
Water interior area of the building
Institutional buildings - new structure and additions Water .94/sq ft of entire 52.15
only if eligible for fed and state tax exempt status Water interior area of the building
General Fees:
Sticker for Leaf/Grass Bags General 1.00 per sticker 50.016
Sanitation:
Special Pickup General 40 per 2 cubic yard 50.039 ( c)
White Goods General 65 50.015
White Goods W/CFC General 90 50.015
PROPOSED
FY2024 ($)
Public Works
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PROPOSED
FY2024 ($)
Monthly refuse collection fee General 12 Per Month 50.021
55 Gallon Recycle Cart/Fee for extra cart only General 75
35 Gallon Recycle Cart/Fee for extra cart only General 55
Earth Machine Back Yard Composter General 55
Licenses:
Scavengers - collects and disposes of multi-family and 1,500 per company 50.055
commercial waste
Scavengers - collects and disposes of residential and 750 per company 50.055
commercial roll -offs
Scavengers - collection and cleaning of portable toilets 200 per company 50.055
Sewer System Connection Fee:
Single Family Dwelling 825 N/A
Two - family Dwelling 825 per unit N/A
Multi-family Dwelling 165 per population equiv N/A
1,650 min
Non-Residential Buildings 165 per population equiv N/A
1,650 min
Institutional buildings with Fed and State tax exempt status 825 per connection N/A
Site Grading:
Site Grading - New construction 640 N/A
If no grading, request may be submitted for a waiver of the 240 N/A
requirement of grading plan
Resubmittal 165 N/A
Revisions to approved grading plans 125 N/A
Erosion and sediment control measures 240 N/A
Site grading security (financial guarantee - refundable)3,000 per acre of development N/A
Floodplain Development Permit
1 & 2 FAMILY 355
ALL OTHERS 530
Water Shed Development Fee: Revised Fee Schedule:
General Fees
Sediment and Erosion Control Only
Single Family Residential Lot (See site grading ordinance)see ordinance 151.05
Single Family Residential Lot (within regulatory floodplain)1,040 151.05
Engineering
DRAFT - 12/5/22 City Council - Final Reading 2 of 20 56
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PROPOSED
FY2024 ($)
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 (1/3 of total watershed Dev. Fee + General + wetland fees)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
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PROPOSED
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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
Contractor Change General $50 (plu $20 each 100.00%400 150.145
Additional)
Building Scale Calculation Fees:
Single Family residence - first review General 400 150.148
With completed Building Scale worksheet/detailed plans General 200 150.148
Two-family dwelling General 189 per unit 150.148
With completed Building Scale worksheet/detailed plans General 120 150.148
Additional reviews (for revised plans)General 102 150.148
On-site inspection for an existing dwelling General 102 150.148
Office meeting to discuss for building scale calculation General 50 150.148
Building Scale Waiver Request General 100 150.148
Building Review Board Fees:
Signs/Awnings/Landscaping/Lighting/Fences General 75 150.147
Two or more of above General 125 150.147
Storefront Alterations General 100 150.147
New Commercial building, school, hospital or multi-family building General 700 150.147
per building
Alterations or major additions to commercial buildings, schools, General 323 150.147
hospitals or multi-family buildings - per building
New multi-building projects - per building General 850 + 175 for more than 150.147
4 buildings (per building)
Satellite Dish General 100 150.147
Changes to approved building materials General 60 150.147
Demolition with replacement structure General 2,230 150.147
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PROPOSED
FY2024 ($)
Demolition partial and replacement addition General 1,310 150.147
Demolition w/o Replacement Structure General 1,310 150.147
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 1,310 155.07
Variance from Building Scale Ordinance General 374 155.07
Revisions to Approved Plans General 229 155.07
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 1,310 155.07
Demolition w/o Replacement Structure General 1,441 155.07
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
Variance from Building Scale Ordinance General 374 155.07
Revisions to Approved Plans General 229 155.07
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 75 155.07
Two or more of above General 125 155.07
Storefront Alterations General 100 155.07
New Commercial building, school, hospital or multi-family building General 700 155.07
per single building
Alterations or major additions to commercial buildings, schools, General 323 155.07
hospitals or multi-family buildings - per building
New multi-building projects - per building General 850 + 175 for more than 155.07
4 buildings (per building)
Project Fees:
Red Tag , per violation, per day (minimum $150 first offense)General 300 150.005
Stop Work Order (Minimum $250 first offense, limited scope)General 750 150.005
Street Obstruction - per 30 lineal feet of public right-of-way General 100 150.005
Re-Inspection all permits (failed/no show)General 175 150.005
Additional Inspections General 50 150.005
Off Hour Inspections General
50 administration fee plus per hour cost of
inspector 150.005
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PROPOSED
FY2024 ($)
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, driveway apron
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 without permit 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 301 159.02
Administrative Appeals General 150 159.02
Special Use Permit - Existing Developments General 755 159.02
Legal Ad Publication (as required)General 85 159.02
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)
Administrative Property Line shift General 250 156.026(a)(3)
Special Use Permit General 1,035 156.026(a)(3)
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PROPOSED
FY2024 ($)
Special Use Permit - Restaurant within 150' of Residential General 500 156.026(a)(3)
Escrow Deposit - 3rd Party Review (Refundable)General 5000
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
$500,001 and above General 7,000 + .5% of total cc in excess of 500,000 150.145
Solar installation/Geo Thermal/Wind/Electric Charging Stations General .05% of construction cost 150.145
Underground storage tank removal General
single family and duplex 150 per tank 150.145
All other properties General 250 per tank 150.145
Permit Extensions - After Final Expiration General
150 administration fee plus 20% of the
original 150.145
permit fee - 6 month extension 150.145
Sign General 1.5% construction cost 50 min 150.145
Administration Demolition Approval - Life Safety/Nuisance General 500 150.145
Driveway Permits:
Driveway Resurfacing Permit (not required for sealcoating)General 50 150.145
Driveway Bond General 250 150.485
Satellite dish permit General 1.5% of cost, 50 min 150.145
Plumbing /Electric/HVAC:
Irrigation Systems General 2.00 per head 60 min 150.145
Plumbing - base charge General 60+5.50/fix. 150.145
Sanitary Sewer General 50 min + 1.00/ft over 50 ft 150.145
Storm Sewer General 50 min + 1.00/ft over 50 ft 150.145
Electrical General 100, plus 1 per unit beyond 100 total units 150.145
Electrical Service General 75 150.145
Electric - motors General 75 + .50 per horsepower 150.145
HVAC
Residential - New or replacement
1 or 2 units General 52 150.145
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PROPOSED
FY2024 ($)
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
Licenses - Annual:
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)
Health - Mobile Food/Beverage Vendor General 100 113.21
Food Vendor (delivery)General 150/Veh. 113.21(d)
Milk Vendor (delivery)General 100/Veh. 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
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)
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
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PROPOSED
FY2024 ($)
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 (application fee only)General No Fee 99
Bonds: Refundable Upon Timely/Satisfactory Completion
Permit Renewal - for projects with estimated construction General 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 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/R.O.W. (each)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
Hot work General 100 150.145
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
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
DRAFT - 12/5/22 City Council - Final Reading 9 of 20 63
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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
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 93 10.13
Firefighter/Paramedic hourly rate General 91 10.13
Police and Fire Vehicle General 110 10.13
Public Works hourly rate General 72 10.13
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Parks hourly rate Parks/Rec.72 10.13
Special Event Inspection General 100 94.5
Tent Permit General 100 or .05 per sq ft 94.5
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
Inflatable amusement inspection General 100 94.5
Carnival rides General 200 94.5
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
Water Utility Fees/Charges:
Water Sales/1,000 Gallons
Effective with Water Bills mailed on or after May 1, 2023
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 6.20 51.061(a)
Lake Forest Residential - over 60,000 Gallons per Quarter Water 6.80 7.00 2.94%incl below 51.061(a)
Lake Forest All Other Users Water 6.45 6.50 0.78%incl below 51.061(a)
Lake Forest - Billable City Accounts Water 6.45 3.25 -49.61%incl below 51.061(a)
Del Mar Woods Water 8.90 9.15 2.81%incl below 51.061(a)
Other Non resident users Water 8.90 9.15 2.81%incl below 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 55/quarter 10.00%245,265 51.061(b)
2" to 4" meter Water 195/quarter 210/quarter 7.69%incl above 51.061(b)
6" and above meter Water 875/quarter 925/quarter 5.71%incl above 51.061(b)
Finance
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Benefit Access Program Discount - must renew annually Water N\A
Customer Charge - Water (Outside)
5/8" to 1.5" meter Water 70/quarter 75/quarter 7.14%incl above 51.062(b)
2" to 4" meter Water 225/quarter 240/quarter 6.67%incl above 51.062(b)
6" and above meter Water 950/quarter 1000/quarter 5.26%incl above 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)
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 0 -100.00%-30,600 91.032
Cat License General 10 0 -100.00%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)
DRAFT - 12/5/22 City Council - Final Reading 12 of 20 66
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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, 2023
Class A -Adult Single DPG 1,500 1,550 3.33%2,200 97.051
Class B -Adult Combo DPG 2,800 97.051
Class D -Junior DPG 700 97.051
Class F - Senior Citizen DPG 1,000 1,100 10.00%4,500 97.051
Seasonal Fees (Non-Resident) effective January 1, 2023
Class A -Adult Single DPG 2,000 97.051
Class B -Adult Combo DPG 2,800 97.051
Class D -Junior DPG 700 97.051
Class F - Senior Citizen DPG 1,200 1,300 8.33%1,100 97.051
Daily Fees-Resident: effective January 1, 2023
Weekday-9 DPG 37 38 2.70%1,000 97.051
Weekday-18 DPG 50 51 2.00%1,250 97.051
Weekend 9 DPG 42 43 2.38%1,000 97.051
Weekend -18 DPG 63 64 1.59%6,000 97.051
Electric Golf Carts: effective January 1, 2023
9 Holes Single Rider DPG 15 97.052
18 Holes Single Rider DPG 20 97.052
Range Balls
Small Bucket DPG 8 10 25.00%2,000 97.051
Medium Bucket DPG 10 12 20.00%1,550 97.051
Large Bucket DPG 18 20 11.11%2,200 97.051
Parks and Recreation
DRAFT - 12/5/22 City Council - Final Reading 13 of 20 67
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Pull cart
9 holes DPG 6 97.051
18 hoes DPG 8 97.051
USGA Handicap Fees - Members DPG 45 97.051
Permanent Tee Time - Weekend DPG 400 97.051
Lockers
18 inch DPG 145 160 10.34%330 97.051
12 inch DPG 125 140 12.00%250 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
Cemetery Fees:
Issuance of Deeds Cemetery .50 per deed 93.45
Boating and Beach Fees - effective February 1, 2023
Watercraft Ramp/Sailboat Permits-Recreation
Watercraft Ramp (R)Parks/Rec 533 549 3.00%592 97.066
Watercraft Ramp 2nd boat/ half season Parks/Rec 267 275 3.00%96 97.066
Watercraft Ramp (R) (Sen.) Parks/Rec 425 438 3.06%169 97.066
Watercraft Ramp (R) (Sen) 2nd boat/ half season Parks/Rec 214 220 2.80%6 97.066
Watercraft Ramp (NR) Parks/Rec 1,065 1,097 3.00%160 97.066
Watercraft Ramp (NR) (Sen) 2nd boat/ half season Parks/Rec 533 550 3.19%17 97.066
Year round compound storage Resident Parks/Rec 2,340 2,410 2.99%560 97.066
Year round compound storage Resident senior Parks/Rec 1,887 1,944 3.02%399 97.066
Year round compound storage non-resident Parks/Rec 3,540 3,646 2.99%0 97.066
Seasonal compound storage Resident Parks/Rec 1,598 1,646 3.00%0 97.066
Seasonal compound storage Resident Senior Parks/Rec 1,278 1,316 2.97%0 97.066
Seasonal compound storage Non-resident Parks/Rec 2,394 2,466 3.01%0 97.066
Year round watercraft rack storage resident Parks/Rec 645 664 2.95%133 97.066
Year round watercraft rack storage resident senior Parks/Rec 517 533 3.09%64 97.066
Year round watercraft rack storage non-resident Parks/Rec 774 1,097 41.73%0 97.066
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Seasonal watercraft rack storage resident Parks/Rec 377 388 2.92%363 97.066
Seasonal watercraft rack storage resident senior Parks/Rec 301 310 2.99%81 97.066
Seasonal watercraft rack storage non-resident Parks/Rec 452 732 61.95%1120 97.066
Year round watercraft sand storage resident Parks/Rec 798 822 3.01%0 97.066
Year round watercraft sand storage resident senior Parks/Rec 639 658 2.97%0 97.066
Year round watercraft sand storage non-resident Parks/Rec 1,197 1,233 3.01%0 97.066
Seasonal watercraft sand storage resident Parks/Rec 489 504 3.07%0 97.066
Seasonal watercraft sand storage resident senior Parks/Rec 391 403 3.07%12 97.066
Seasonal watercraft sand storage non-resident Parks/Rec 734 756 3.00%756 97.066
South Beach Parking Permit (R)Parks/Rec 156 161 3.21%415 97.066
South Beach Parking Permit (R) (Sen.)Parks/Rec 123 127 3.25%124 97.066
South Beach Parking Permit (NR)Parks/Rec 910 97.066
South Beach Parking Permit Employee/Retiree Parks/Rec 100 97.066
Daily Boat Launch resident Parks/Rec 65 97.066
Daily Boat Launch nonresident Parks/Rec 80 97.066
Resident Guest Daily Parking Pass, limit 5 per season Parks/Rec 15 97.066
Nanny Parking Pass Parks/Rec 85 97.066
Senior Caregiver Parking Pass Parks/Rec 85 97.066
Non resident beach fee, weekends and holidays Parks/Rec 25 97.069
Fitness Center Fees - effective May 1, 2022
Individual resident rate Parks/Rec 468 480 2.56%960 N/A
Individual resident rate - 1 months Parks/Rec 47 48 2.13%6 N/A
Individual non-resident rate Parks/Rec 588 600 2.04%12 N/A
Individual non-resident rate - 1 months Parks/Rec 59 60 1.69%1 N/A
Couple resident rate Parks/Rec 816 840 2.94%624 N/A
Couple resident rate - 1 month Parks/Rec 82 84 2.44%6 N/A
Couple non-resident rate Parks/Rec 984 1,008 2.44%0 N/A
Couple non-resident rate - 1 months Parks/Rec 99 101 2.02%0 N/A
Family resident rate Parks/Rec 1,080 1,116 3.33%612 N/A
Family resident rate - 1 months Parks/Rec 108 112 3.70%8 N/A
Family non-resident rate Parks/Rec 1,296 1,332 2.78%0 N/A
Family non-resident rate - 1 months Parks/Rec 130 133 2.31%0 N/A
Senior resident rate Parks/Rec 360 372 3.33%456 N/A
Senior resident rate - 1 months Parks/Rec 36 37 2.78%2 N/A
Senior non-resident rate Parks/Rec 432 444 2.78%0 N/A
Senior non-resident rate - 1 months Parks/Rec 44 45 2.27%0 N/A
Senior couple resident rate Parks/Rec 588 600 2.04%216 N/A
Senior couple resident rate - 1 months Parks/Rec 59 60 1.69%0 N/A
Senior couple non-resident rate Parks/Rec 720 744 3.33%0 N/A
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Senior couple non-resident rate - 1 months Parks/Rec 72 75 4.17%75 N/A
Student resident rate Parks/Rec 360 372 3.33%60 N/A
Student resident rate - 1 month Parks/Rec 36 37 2.78%2 N/A
Student non-resident rate Parks/Rec 432 444 2.78%0 N/A
Student non-resident rate - 1 month Parks/Rec 44 45 2.27%0 N/A
Matinee resident rate Parks/Rec 264 276 4.55%372 N/A
Matinee resident rate - 1 month Parks/Rec 26 28 7.69%2 N/A
Matinee non-resident rate Parks/Rec 312 324 3.85%12 N/A
Matinee non-resident rate - 1 month Parks/Rec 32 33 3.13%0 N/A
All-inclusive - member - effective December 6, 2012 Parks/Rec 360 384 6.67%456 N/A
All-inclusive - non-member - effective December 6, 2012 Parks/Rec 792 828 4.55%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
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
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)
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
OCM
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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 B-1 General 2,500 111.036
Class C-1 General 2,600 111.036
Class C-2 General 3,000 111.036
Class D-1 General 2,500 111.036
Class E-1 General 3,000 111.036
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 I-1 General None 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
DRAFT - 12/5/22 City Council - Final Reading 17 of 20 71
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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 (base fee - 1st Offense)General 25/75/125 73.99
Improper Parking - Lot (base fee - 1st Offense)General 25/75/125 73.99
Parking in Prohibited Area- Lot (base fee - 1st Offense)General 25/75/125 73.99
Overtime Parking - Other (base fee - 1st Offense)General 25/75/125 73.99
Improper Parking - Other (base fee - 1st Offense)General 25/75/125 73.99
Parking in Prohibited Area- Other General 25/75/125 73.99
Parking at Boat Ramp (base fee - 1st Offense)General 125/250/350 73.46
No Vehicle License (base fee - 1st Offense)General 75/100/125 74.179
No parking east of Sheridan Road (base fee - 1st Offense)General 125/150/175 73.99
No Animal License (base fee - 1st Offense)General 15/25/35 91.032
Dog-At-Large (base fee - 1st Offense)General 40/50/100 91.050
Code Violations General variable Variable
Motor Code Violations General variable Variable
Dog Barking (base fee - 1st Offense)General 40/50/100 91.004
Dog Impound General 25 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:
Fire
Police
DRAFT - 12/5/22 City Council - Final Reading 18 of 20 72
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Ambulance-Resident ALS transport General 1,000.00 1,300.00 30.00%106,151.00 94.51
Ambulance-Resident ALS2 transport General 1,100.00 1,400.00 27.27%3,440.00 94.52
Ambulance-Resident BLS transport General 900.00 1,200.00 33.33%38,502.00 94.53
Ambulance-Non Resident ALS transport General 1,400.00 1,700.00 21.43%28,111.00 94.54
Ambulance- Non Resident ALS2 transport General 1,500.00 1,800.00 20.00%917.00 94.55
Ambulance-Non Resident BLS transport General 1,300.00 1,600.00 23.08%12,845.00 94.56
Ambulance - Mileage General 11.00 per mile 94.58
Fireworks Permit General 200 250 25.00%400 94.5
Open Burn Permit General 75 100 33.33%1000 94.5
Bonfire Permit General 100 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
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
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
Senior Resources
DRAFT - 12/5/22 City Council - Final Reading 19 of 20 73
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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
DRAFT - 12/5/22 City Council - Final Reading 20 of 20 74
Page 1 of 1 October 24, 2022
MEMORANDUM
TO: Diane Hall, Assistant Director of Finance
FROM: Catherine J. Czerniak, Director of Community Development
DATE: October 31, 2022 – Revised
SUBJECT: Recommended Fee Adjustments for Fiscal Year 2024
No significant changes are proposed for development related fees. Development related
fees have remained constant for the last several years and have proven to be fair, are
closely related to the cost of service, comparable to other similar communities, and
generally well accepted.
One new fee is proposed. A limited number of clarifications and are proposed to the
narrative on the Fee Schedule.
Recommended New Fee
Contractor Change – After Permit Issuance.
Contractor changes, once a permit is issued and a project is underway, require re-opening
and amending the permit file, verifying contractor license information, and confirming
that the prior contractor information is removed from the plans and documents associated
with the project. To cover the cost of this activity, a fee of $50.00 is proposed. If
multiple contractors are changed concurrently, a reduced fee of $20,00 per additional
contractor is recommended.
Clarifications
Street Obstruction Fee
The Fee Schedule should reflect that this fee is per each 30 lineal feet of public right-of-
way or portion thereof.
75
THE CITY OF LAKE FOREST
ORDINANCE NO. 2022 -
AN ORDINANCE ADOPTING A NEW FEE
PERTAINING TO CONTRACTOR CHANGES AFTER PERMITS ARE ISSUED
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, the issuance of permits, and inspections and having done
so, hereby determines that it is necessary to establish a new fee 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 changes made to previously issued 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.
76
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, 2023,
consistent with the date of the Supplemental Fee Schedule for FY 2024 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 , 2022
AYES:
NAYS:
ABSENT:
ABSTAIN:
Approved this day of , 2022
Mayor
ATTEST:
City Clerk
77
FOR INCORPORATION INTO THE SUPPLEMENTAL FEE SCHEDULE FOR
THE CITY OF LAKE FOREST
EXHIBIT A
New Fee Pertaining To Contractor Changes After Permits Are Issued
Contractor change fee, after permit is issued - $50.00
$20.00 per each additional contractor changed concurrently
78
Supplemental Memos
Regarding Proposed
Fee Adjustments
79
MEMORANDUM
TO: Elizabeth Holleb, Director of Finance
FROM: Diane Hall, Assistant Finance Director
DATE: October 21, 2022
SUBJECT: Discontinuation of Dog/Cat License
Staff is recommending the elimination of the annual Dog/Cat License that is renewed
each May 1. This recommendation is based on resident feedback and discussions with
multiple departments.
Previous procedures required verification of inoculation against rabies for the purchase of
a pet license. This information is collected through Lake County. To reduce duplication
of procedures, the collection of this information was discontinued with the 2010/2011
license season.
Staff receive communications from residents regarding the duplication of requirements of
purchasing two licenses (City and County) each year. In addition, when a resident loses a
pet the painful reminder of the loss and the need to communicate this information to staff.
Staff have also tried to comply with residents’ requests to provide the smallest tag
possible for cats and small dogs.
A comparison to eleven other communities provided results of the following:
License Not Required – 5
License Required One Time Only – 2
License Required – 4 and require vaccination information
The estimated reduction in net revenue is $30,600.
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MEMORANDOM
To: Diane Hall, Assistant Finance Director
From: Patrick O’Donoghue, Golf Course General Manager
Chuck Myers, Superintendent of Parks, Forestry and Special Facilities
Date: October 14, 2022
Subject: Deerpath Golf Course FY2024 Proposed Fee Changes
PURPOSE AND ACTION REQUESTED: City staff and Kemper Sports staff are bringing
forward the Deerpath Golf Course fees for fiscal year FY2024. The Park and Recreation
Board has approved the fee schedule on October 18, 2022 and request that the
proposed FY2024 Deerpath Golf Course fee structure be forwarded to City Council for
approval as presented.
BACKGROUND/DISCUSSION: Attached is the proposed fee structure for Deerpath Golf
Course for FY2024. We analyzed several factors including utilization and surrounding
facilities fees while putting together the fees schedule. Kemper Sports and City Staff are
recommending the following:
Membership Fees: Increase Annual Pass fee for Adult Single and Senior play the
slight increase per classification provides an increased revenue for memberships
in the most popular categories while taking into consideration inflation, and
wage increases.
Greens Fees: Increase the “ceiling” rate for weekday and weekend fees. 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: Small range balls increasing from $8 to $10. Medium going from $10
to $12 and large range balls going from $18 to $20. Increase locker rentals $15
each for yearly rental. We also propose, raising the popular loyalty program from
$70 to 75$ and from $85 to $90 for nonresidents.
BUDGET/FISCAL IMPACT: We are projecting that with people likely returning to work
more in FY2024, a drop in rounds played. These price increases will help by increasing
revenue and the per player average round price in FY2024.
City Staff and Kemper Sports are requesting the approval of the proposed FY2024
Deerpath Golf Course fee structure.
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M E M O R A N D O M
To: Diane Hall, Assistant Finance Director
From: Joe Mobile, Superintendent of Recreation
Date: October 20, 2022
Subject: Lake Forest Recreation Department FY 24 Proposed Fee Changes
PURPOSE AND ACTION REQUESTED: The Parks and Recreation Board and City Staff are bringing
forward the Lake Forest Recreation Department fee changes, including Fitness Center fees and
Lakefront fees for fiscal year 2024. The Park and Recreation Board has approved the fee
schedule on October 18, 2022, and request that the proposed FY2024 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 FY2024.
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 increasing all membership fees by an adjusted 3%
for FY24 to cover increases to expenses to manage the Fitness Center. The 3% increase was
taken over FY23 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 have analyzed several factors including usage trends and surrounding community’s
lakefront fees while putting together the fees schedule. Staff are recommending an increase to
most fees allowing us to remain competitive with other lakefronts. The fee increases are based
on actual usage as of September.
Lakefront Fees: Staff is recommending increasing the Lakefront permit fees by 3% for FY2024
with a few exceptions that will remain the same as in fiscal year 2023; nanny/caregiver parking
pass ($85), resident guest daily pass ($15), non-resident beach access fee ($25) and non-
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resident daily boat launch fee ($65). Staff is recommending increasing the non-resident year-
round watercraft rack storage rate to match the non-resident watercraft launch fee. Currently,
non-residents could purchase the rack storage to access the south parking lot at a much lower
fee and not store boats on the premises. Raising this fee will eliminate this loophole. The 3%
increase was taken over FY23 approved fees. Staff feel that a 3% increase is necessary to help
cover increases in expenses to operate the facility.
BUDGET/FISCAL IMPACT: Staff anticipates a positive revenue differential of $3,882 over FY23
budgeted fees with the 3% increase to the Fitness Center fees. Also, staff anticipate an increase
of $5,067 over FY23 budgeted fees for the Lakefront Permit fees. The revenue increases are
based upon actual usage from September 2022 and will fluctuate with FY24 usage.
RECOMMENDED CITY COUNCIL ACTION: The Parks and Recreation Board and City Staff are
bringing forward the Lake Forest Recreation Department fee changes, including Fitness Center
fees and Lakefront permit fees for fiscal year 2024.
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MEMORANDUM
To: Diane Hall, Finance
From: Battalion Chief Cory Kazimour
Date: November 7, 2022
Subject: Proposed Increases to User Fees – Ambulance
_______________________________________________________________________________
Historically the Lake Forest Fire Department User Fees for ambulance service has been well below the
average and considerably below our GEMT rate. In looking at surrounding communities using the 2020
Naperville Fee Study Averages, comprising of 96 Northern Illinois Suburban communities, and current fees
approved by the Libertyville Fire Department, we are proposing increases to the Ambulance Billing Fees as
outlined in the table below.
This represents a $300.00 increase equitably across the board and places us in line with surrounding
community averages, as well as, aligning our resident rates with those of the Libertyville Fire Department.
Ambulance fees are typically coverage by Medicare, Medicaid, and/or private insurance. In FY ’22 less
than 2% of fees collected came from out-of-pocket expenses for Lake Forest residents. The alignment of
fees with Libertyville directly affects the Rockland IGA for ambulance and fire services, as the fee billed is
the lower of the two communities’ rates. In 2022, Libertyville’s rates were lower than Lake Forest in all
categories, however, their fee increases for 2023 have already approved as noted in the above table.
Respectfully submitted
BC Cory Kazimour
Fee Current
2020
Naperville
Study
Ave.
Libertyville
2023
Proposed
FY24
User Fees
Estimated
Increased
Revenue
Ambulance-Resident ALS transport $1,000.00 $1,293.00 $1,300.00 $1,300.00 $106,150.66
Ambulance-Resident ALS2 transport $1,100.00 $1,391.00 $1,400.00 $1,400.00 $3,440.06
Ambulance-Resident BLS transport $900.00 $1,186.00 $1,200.00 $1,200.00 $38,501.96
Ambulance-Non Resident ALS transport $1,400.00 $1,293.00 $1,500.00 $1,700.00 $28,.111.34
Ambulance- Non Resident ALS2 transport $1,500.00 $1,589.00 $1,600.00 $1,800.00 $916.83
Ambulance-Non Resident BLS transport $1,300.00 $1,345.00 $1,400.00 $1,600.00 $12,845.22
Total $189,966.07
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MEMORANDUM
To: Diane Hall, Finance
From: Battalion Chief Cory Kazimour
Date: October 21, 2022
Subject: Proposed Increases to User Fees – Permits
_______________________________________________________________________________
The last increase to fireworks and burn permits was approved in FY18. With the liability associated with
issuance of these types of permits and the time needed to process and approve, the Fire Department is
proposing the following increases to fireworks and burn permits.
The Fire Department in FY22 processed 8 (eight) fireworks permits & 40 (forty) burn permits. Fireworks
permits require processing of the permit and 3 (three) time consuming inspections on the day of the shoot.
We are also seeing an increase of residential issued permits for private fireworks displays. Burn permits
also require verification on the day of the burn by staff to both the start and the finish of the burn. Time
spent by staff to evaluate, inspect, issue, and verify each permit is justification fo r fee increase.
Respectfully submitted
BC Cory Kazimour
Fee Current Proposed FY
24 User Fee
%
Increase
Estimated
Increased
Revenue
Fireworks Permit 200 250 25.00% 400
Open Burn Permit 75 100 33.33% 1000
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FY24 WATER RATES
11/14/22 FINANCE COMMITTEE
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WATER RATE METHODOLOGY
•ENTERPRISE FUND
•FIXED AND VARIABLE RATES
•TIERED RESIDENTIAL
CONSUMPTION RATES
•ANNUAL RATE ADJUSTMENTS TO
INCREASE REVENUE 2.5%
•FIVE YEAR ROLLING AVERAGE
CONSUMPTION
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HISTORY OF RATES
FY18 FY19 FY20 FY21 FY22 FY23 FY24
PROPOSED
FY24 %
INCR
Fixed Quarterly Rates:
Small Meter
Medium Meter
Large Meter
$40.00
$160.00
$750.00
$40.00
$160.00
$750.00
$43.00
$170.00
$800.00
$50.00
$195.00
$875.00
$50.00
$195.00
$875.00
$50.00
$195.00
$875.00
$55.00
$210.00
$925.00
10.00%
7.69%
5.71%
Consumption Charges:
Residential up to 10k/qtr
Residential 11-60k/qtr
Residential over 60k/qtr
All other –per unit
$4.50
$5.62
$5.89
$5.80
$4.50
$5.77
$6.05
$5.95
$4.60
$5.90
$6.30
$6.10
$4.50
$6.10
$6.55
$6.30
$4.50
$6.20
$6.80
$6.45
$4.50
$6.20
$6.80
$6.45
$4.50
$6.20
$7.00
$6.50
0.00%
0.00%
2.94%
.78%
City Accounts Rate*$5.80 $5.95 $6.10 $6.30 $6.45 $6.45 $3.25
* Beginning in FY24, it is proposed that City utility accounts be charged a discounted water consumption rate.
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IMPACT ANALYSIS –ESTIMATED ANNUAL COSTS
(AMOUNTS INCLUDE WATER, SANITARY SEWER, UTILITY TAX)
FY23 FY24 $ Incr % Incr
Low Usage –Residential $473.43 $ 494.43 $21.00 4.44%
Medium Usage -Residential $1,579.67 $1,612.22 $32.55 2.06%
High Usage -Residential $5,006.00 $5,132.84 $126.84 2.53%
Commercial -All Other Rate $33,041.16 $33,320.88 $279.72 0.85%
Fixed Rate as % of Total 21.7%22.5%
Variable Rate as % of Total 78.3%77.5%
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TheFergusonGroup.com • 1901 Pennsylvania Ave. NW • Suite 700 • Washington, DC 20006 • 202.331.8500
Mr. Jason Wicha
City Manager
City of Lake Forest
800 North Field Drive
Lake Forest, Illinois 60045
November 28, 2022
Mr. Wicha,
On behalf of The Ferguson Group, LLC (TFG), I want to express our appreciation for the opportunity to provide
grant services to the City of Lake Forest, Illinois. We are excited to continue our partnership. This contract
renewal agreement provides the objectives and terms of TFG’s Grant Services for the City of Lake Forest in
2023.
Proposed Scope of Work
TFG will provide Tier 2 Grant Retainer Services to the City of Lake Forest. Services include:
• A dedicated grants expert
• Weekly grants updates and alerts
• Access to TFG’s library of Funding Guides and Grant Profiles
• Access to TFG’s Successful Grant Application Database
• Preparing five custom, project specific grant research and funding strategies
• Conducting an annual comprehensive grant needs assessment and strategic grant outlook
See attached Overview of Grant Services for additional details on services provided.
Terms of Agreement
Monthly Retainer
TFG will be compensated through a monthly retainer of $2,000 for services rendered during 2023,
commencing January 1, 2023 and extending through December 31, 2023. Either the City of Lake Forest or TFG
may terminate this agreement at any time by giving the other party at least thirty (30) days’ notice, in writing,
of such termination.
Additional Services
TFG’s Grant Retainer model is structured to allow for changes to be made throughout our partnership. As a
retainer client, Lake Forest can engage with TFG either on an hourly rate or through a lump sum fee for
additional services requested beyond the Tier 2 Scope of Work. Add-on services the City of Lake Forest may
request include grant writing, grant advocacy, grant editing and review, and grant training. Should Lake Forest
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Letter of Agreement – City of Lake Forest, IL 2
determine a different Tier of services is preferential, TFG will work with City staff to amend the agreement and
ensure all needs are being met. Additional fees in this regard will be based on the pricing included in the
attached TFG Grants Overview document. TFG will provide a cost proposal for all additional services that is
tailored to the City’s needs.
If the assistance of TFG’s professional advocacy staff is required, outside the scope of grant services, standard
hourly fees for such services shall apply and such services will be clearly delineated in the cost estimate for
each project.
Expenses
TFG fees include all direct labor, overhead (including general and administrative expenses), other direct costs,
subcontractor costs, fixed fees, miscellaneous incidental services, and all applicable taxes. While the TFG
Grants Team usually works electronically, if a client prefers an on-site meeting, travel time and estimated
expenses will be billed in advance.
We are grateful for the opportunity to continue our partnership with the City of Lake Forest, and we look
forward to a productive year ahead. If the terms of this letter of agreement are acceptable, please sign and
return one copy to us at your earliest convenience.
Sincerely,
W. Roger Gwinn
CEO
ACKNOWLEDGED AND AGREED TO BY:
The Ferguson Group, LLC City of Lake Forest, IL
W. Roger Gwinn, CEO Jason Wicha, City Manager
11/28/2022
Date Date
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TFG Grants
TFG Grants Overview
For over 38 years, TFG has led the way in the federal, state, and private grant space. We offer a full suite of
grant support services, providing our clients a competitive advantage in securing highly sought-after grant
dollars. We specialize in representing public and private entities who share our passion for building strong and
vibrant communities. Competitive grants and loans provide cities, counties, special districts, and other public
agencies, as well as institutions of higher learning, hospitals, and non-profit organizations, with the
opportunity to substantially enhance local resources. Since 2015, TFG has helped our clients secure nearly $1
billion in competitive federal, state, and foundation grants, loans, and funding.
TFG Grant Services for the City of Lake
Forest
TFG will provide the following services to the City of Lake Forest. Services marked with an orange checkmark
are included in the Tier 2 retainer pricing for Lake Forest. All other services described can be obtained as add-
on services at a discounted hourly rate or lump sum fee listed at the end of this document.
Dedicated Grants Expert/Team
Lake Forest has been assigned a dedicated grants expert to serve as a liaison to its staff. This expert will help
navigate the complex grant world to ensure the most efficient and effective use of staff time when pursing
grants.
Grants Alerts and Weekly Grants Updates
Lake Forest will receive customized alerts for relevant grant opportunities, as they are solicited. For high
priority grants or those with a short turnaround, TFG will attempt to notify the City of opportunities prior to
solicitation. Additionally, each Friday, Lake Forest will receive TFG’s Weekly Grants Update that provides a
recap of grant solicitations that were published that week to ensure you do not miss any funding
opportunities.
Database of Successful Grant Applications
Lake Forest will have access to TFG’s database of over 600 successful grant applications from a variety of
programs to help inspire and guide the preparation of your successful grant submissions.
Library of Grant Funding Guides and Grant Profiles
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TFG Grant Services and Pricing
Lake Forest will have access to TFG’s Library of Grant Funding Guides. Each Funding Guide provides an
overview of popular grant programs and relevant information such funding level, match requirements, eligible
applicants, and use of funds in a specific issue area. Our library includes guides covering a wide array of topics
such as:
• Law Enforcement
• Mental Health and Substance Abuse
• Habitat Conservation
• Homelessness
• Fire Departments
• Parks and Recreation
• Broadband
• Libraries and Museums
• Water and Wastewater
• Transportation
• Economic and Community
Development
• Rural Communities
• Opioid Abuse
• Coronavirus and COVID-19
• Clean Energy and Technology
• Smart Vehicles
TFG’s Grants Library also includes a robust database of grant profiles and summaries that provide the key
information you need to match a program with your needs and build a winning grant proposal. We present
the information included in the grant solicitation in an easy-to-follow manner and augment it with additional
background information on the program and the types of projects it has funded in the past.
Custom Project Specific Grant Research and Funding Strategy
TFG will directly work with Lake Forest to conduct project specific grant research on the federal, state, and
foundation levels and will create a customized funding strategy geared to support your project. We will
provide you with relevant grant information, as well as recommendations on funding opportunities to target,
that is specifically tailored to your project and your community. Our grants research will not only look at open,
available programs, but will also focus on grant programs expected to be released in the future, helping you to
stay “ahead of the game” and be prepared.
Needs Assessments and Strategic Grant Outlook
TFG will meet with Lake Forest staff to discuss ongoing projects, primary issue areas, and future needs that
may benefit from grant funding. These meetings can either be conducted virtually or, if you prefer, in-person.
Based on our team’s knowledge and experience, we will closely identify, forecast, and monitor relevant
funding opportunities that meet your specific needs. The Strategic Grant Outlook will allow staff to know what
is on the horizon and be prepared when a notice of funding availability is announced.
Grant Writing
Preparing winning grant proposals takes time, skill, and knowledge. Lake Forest has the option to access TFG’s
experienced grant writers to take the City’s grant project idea from the start of the application to submission.
From filling out federal forms to crafting a persuasive and compelling grant narrative and corresponding
budgets, TFG will ensure that the City will have submitted a complete and competitive application on time.
Grant Editing and Review
Lake Forest can access TFG experts to edit and review City written grant proposals to improve chances of
securing funding. TFG staff will expertly review your application against the funder’s requirements, suggest
content edits, and provide recommendations on how to improve your narrative before you submit.
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TFG Grant Services and Pricing
Grant Debriefs
Grant debriefs are important, especially if it turns out that your application didn’t get funded. TFG staff will
help guide you through the grant debrief process and set up consultation with the funding agency to put your
next applications in the best position to effectively compete in future solicitations.
Grants Advocacy
TFG helps secure congressional support, including support letters, and backing from strategic partners, to
bolster grant applications. Federal grants are highly competitive and, more often than not, broad support for a
project application can make the difference between a winning application and a highly ranked application
that does not make the final list of awardees.
Grants Training
Our grants training is focused on building capacity, helping position the City for success in the often-complex
grant process. TFG can train your staff on grant application processes and help improve the quality of grant
proposals. We can provide training on a one-one-basis or through larger workshops dependent on your needs.
TFG also has established partnerships with other grant training professionals that specialize in post-award
management who can be accessed to support grant management training needs.
Grant Pricing for the City of Lake Forest
TFG’s Grant Services Retainer offers Lake Forest the flexibility in the level of service you would like to receive.
The table below outlines the services TFG can provide to the City on a monthly basis. As a retainer client, the
City will have at its disposal TFG’s diverse complement of staff experts without any worry about getting
unexpected bills.
The City has agreed to Tier 2 retainer service with the option of discounted add-on services. Should Lake
Forest need a different combination of services, TFG will work with the City to amend the retainer and create
one that best fits your needs.
Tier 1
($1,000/month)
Tier 2
($2,500/month)
Tier 3
($5,000/month)
Dedicated Grant Expert/Team
Monthly Grant Update Meetings
Weekly Grants Update and Alerts
Library of Funding Guides and Grant Profiles
Access to Successful Grant Applications
Custom Project Specific Grant Research and Funding
Strategy or Needs Assessment and Strategic Grant Outlook
3 projects
annually
5 projects OR 1 Needs
Assessment annually
6 projects AND
1 Needs
Assessment
annually
Project Development and Readiness Hourly Limited to 5 Project Limited to 6
projects
Grant Writing 15% discount 15% discount 15% discount
Grant Editing and Review
Grant Debriefs
Grant Training
Grant Project Advocacy
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TFG Grant Services and Pricing
Congressionally Directed Spending (Earmarks) Negotiated Fee Based On Scope
Service Add-Ons
TFG believes in offering flexibility to our clients. As a retainer client, Lake Forest can engage with TFG on an
hourly rate, or lump sum fee, for additional services requested beyond the Tier 2 scope. TFG’s discounted
hourly rate is $175/hour. Add-on services the City of Lake Forest may request includes grant writing, grant
advocacy, grant editing and review, and grant training.
Grant Writing – As Needed, Per Grant
To provide greater transparency in the cost of grant writing services, TFG has created the grant writing service
fee table below, which provides the average cost for grant writing services based on the narrative page
limitations imposed in the grant application. Grant applications vary widely with respect to complexity and
level of effort required to complete them. If you are interested in securing these services, TFG will provide you
with a tailored cost proposal that reflects the level of effort required to draft the narrative and non-narrative
elements such as forms, budgets, logic models and Benefit-Cost Analysis. Exceptions do occur based on the
complexity of the grant, but we work hard to keep costs in line with the pricing guidelines outlined below.
Workload
(low to high) Type of Grant Narrative Page
Length
Approximate
Average Cost
15% Retainer
Discount Cost
Level 1 Small, well defined request 6-10 $6,000 $5,100
Level 2 Small, full grant application 11-15 $11,400 $9,690
Level 3 Medium, full grant application 16-20 $17,400 $14,790
Level 4 Large state or national foundation
or medium federal grant 21-25 $21,600 $18,360
Level 5 Large federal grant application 26-30 $25,200 $21,420
Last minute emergency grant writing requests are subject to a 35% markup to the non-discounted grant writing fee.
Where efficiencies are built into a grant writing process, such as in the case of a grant rewrite or a joint application scenario,
a further discount may be applied.
Grant and Advocacy Team Hourly Rate
Additional services, such as grant research, grant review, and grant training, as well as assistance with all
aspects of grant-related advocacy and policy, may be needed that extend beyond the scope of the base
retainer tier selected. In those cases, TFG will perform requested grant-related services at a rate of $205/hour.
As a retainer client, Lake Forest will receive our discounted hourly rate of $175/hour. Last minute requests for
additional grant-related services are subject to a 35 percent mark-up.
If the assistance of TFG’s professional lobbying staff is required for project advocacy and political positioning,
services are billed at the following rates:
• $425 Partner/Principal/Senior Advisor/Of Counsel
• $240 Senior Associate
• $170 Associate
• $115 Research Assistant
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800 FIELD DRIVE • LAKE FOREST, ILLINOIS 60045 • TEL 847.234.2600 • WWW.CITYOFLAKEFOREST.COM
Meeting Action Summary
Date of Action: November 16, 2022
The City of Lake Forest Historic Preservation Commission voted to deny the following petition:
Commissioner Culbertson made a motion to deny a Certificate of Appropriateness for the
McKinley Road Multi-Family Planned Development, Phase Three based on the Commission’s
deliberations on the Standards which are incorporated into the motion as findings. (Pending
review and approval by the Commission, the minutes of the November 16, 2022 minutes will be
attached as Exhibit A to this Notice.)
The motion was seconded by Commissioner Gibson.
The final vote of the Commission was 5 to 0 to approve a motion denying the Certificate of
Appropriateness.
Date of Issuance: November 17, 2022
cc: Property Owner
Representative
Notebook
Petition Address: 715 McKinley Road and 361 E. Westminster
Property Owners:
City of Lake Forest
361 E. Westminster LLC (Todd Altounian 50% and Peter Witmer 50%)
Representatives:
Peter Witmer, architect
O’Donnell, Callaghan LLC
Project Description:
McKinley Road Multi-Family Planned Development - Phase Three
Condominium Building and Single Family Residence
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