CC_2026_01_20_AGENDATHE CITY OF LAKE FOREST
CITY COUNCIL AGENDA
**Tuesday, January 20, 2026
220 E. Deerpath
Lake Forest, IL 60045
CALL TO ORDER AND ROLL CALL immediately following the Finance Committee meeting at
6:30 pm.
Honorable Mayor, Stanford R. Tack
Nancy Novit, Alderman First Ward Alice LeVert, Alderman Third Ward
Peter Clemens, Alderman First Ward Nick Bothfeld, Alderman Third Ward
Edward U. Notz, Jr., Alderman Second Ward Eileen Looby Weber, Alderman Fourth Ward
John Powers, Alderman Second Ward Richard Walther, Alderman Fourth Ward
PLEDGE OF ALLEGIANCE
REPORTS OF CITY OFFICERS
1.COMMENTS BY MAYOR
2.COMMENTS BY CITY MANAGER
A.Update on Bond Sale for the New Police Facility
-Katie Skibbe, Finance Director
3.OPPORTUNITY FOR CITIZENS TO ADDRESS THE CITY COUNCIL
4.COMMITTEE REPORTS
PUBLIC WORKS
1.Consideration of action items relating to the Lake Woodbine Bridge Project:
(1)Approval of a Construction Contingency in the Amount of $214,882 for Invoices to
the State of Illinois Department of Transportation; (2) Approval of a Construction
Contingency in the Amount of $214,881 to Dunnet Bay Construction Company; and
(3)Approval of the advancement of Fiscal Year 2027 Funding in the Amount of
$500,000.
PRESENTED BY: Byron Kutz, P.E., Superintendent of Engineering (810-3555)
PURPOSE AND ACTION REQUESTED: The Public Works Committee and Staff request approval of
a 10% construction contingency in a total amount of $429,763 for the Lake Woodbine Bridge
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Tuesday, January 20, 2026 City Council Agenda
Project. Splitting the $429,763 contingency 50/50 between IDOT ($214,882) and work payable
directly to Dunnet Bay Construction ($214,881). In addition, Staff requests authority to execute
the required IDOT paperwork for this project.
BACKGROUND/DISCUSSION: This project was originally scheduled for construction in 2025;
however, it was delayed because the bids received on August 2, 2024, were significantly
higher than anticipated. The City then applied for additional grant funding for the
replacement of the deteriorating Lake Woodbine Bridge. After securing additional grant
funding, the project was re-bid on the September 19, 2025 State Bid Opening.
The Lake Woodbine Bridge, constructed circa 1912, is a three-span concrete arch bridge over
a ravine, located on Lake Road near the Woodbine intersection. The 2021 sufficiency rating of
the bridge was 25 (the IDOT Bridge Sufficiency Rating Scale is from 1 to 100 with 1 being the
worst and greater than 50 considered satisfactory per Federal guidelines). The load rating of
the bridge has been reduced over the past several years following findings from a thorough
inspection performed as part of the City’s bridge study.
The project will remove the existing bridge and replace it with a clear-span concrete thrust-
arch structure and railings that will recognize and be compatible with the historic character of
the surrounding historic district.
In terms of the contingency request: IDOT agreements do not include local contingency
above the award amount therefore staff is requesting award of an overall 10% contingency
which is consistent with the City’s local construction practices. Contingency is for any
unforeseen items, or small scope changes in which any unused contingency remains in the
Capital Fund.
More detailed project information can be found on the City’s project webpage at
https://www.cityoflakeforest.com/community/lake_road_bridges.php. A Construction Open
House was held on December 4, 2025. The anticipated schedule is for construction to begin
early to mid-January and be completed by the end of September.
PROJECT REVIEW/RECOMMENDATIONS:
Reviewed Date Comments
City Council 8/4/2025
Public Works Committee 7/7/2025 Council Approval of Joint Funding
Finance Committee 11/12/2024 Project Bidding Update
City Council 7/15/2024 Approval of Joint Funding Agreement
City Council 7/15/2024
Public Works Committee 6/17/2024 Council Approval for Phase III
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Public Works Committee 6/3/2024 Council Approval of Joint Funding
Finance Committee 11/13/2023 Construction Engineering Included in
City Council 4/17/2023 additional RBI Funds, and Award of
Public Works Committee 4/3/2023
Council Approval for Appropriating
$150,000 in additional RBI Funds, and
Award of Design Engineering to H.W.
City Council 3/20/2023
Public Works Committee 3/6/2023 Council Approval for Appropriating
Finance Committee 11/08/2021 Phase II Design Included in Capital Plan
BUDGET/FISCAL IMPACT: Construction of this project will be partially funded by the Illinois
Special Bridge Program (ISBP) and other IDOT State funds with the remaining balance to be
funded by local capital funds. The City submitted for an ISBP grant on October 5, 2021; and
was notified on August 17, 2022, of an award of $1,945,000 for construction. The City then
applied for an additional grant and was notified April 17, 2025 of $1,735,000 of State funds for
a grand total of $3,680,000 in grant funding.
Phase III Construction Engineering Services for the project were awarded last year and
therefore is not included in the budget below.
Has City staff obtained competitive pricing for proposed goods/services? Yes.
The project was bid by the State of Illinois Department of Transportation on September 19, 2025
Letting (bid opening). The low bid received was lower than the estimated construction costs of
$4,544,582 presented to the City Council on June 16, 2025. The lowest bidder was Dunnet Bay
Construction in the amount of $4,297,627. The City amount is the total amount less the grant
amounts of $3,680,000; therefore is $617,627 (excluding contingency).
Any costs above the available grant funds in general are always local capital funds. The State
will pay for the grant-eligible construction work and will invoice the City for the City’s share of
the project (with the final invoice sometimes not being paid for several years after project
completion due to the extensive amount of closeout paperwork). The FY27 budget submittal in
October was revised to reflect this as-bid amount.
As customary with local construction projects, Staff is requesting 10% construction contingency
of the total project cost of $4,297,627. This amounts to a total contingency of $429,763. Fifty-
percent of the contingency will be payable directly to IDOT ($214,882) for any grant-eligible
change-orders while the other fifty-percent of the contingency payable directly to Dunnet
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Tuesday, January 20, 2026 City Council Agenda
Bay Construction($214,881) for any grant-ineligible change-orders or for any other
miscellaneous services related to the project. The contingency is fully locally funded.
Contingency is for any unforeseen items, or small scope changes, in which any unused
contingency remains in the Capital Fund.
Below is an estimated summary of the project budget:
The budget below is to request contingency as IDOT does not include local contingency
above the award amount in their bidding process.
FY 2027 Funding Source
$1,047,390 *$429,763 **Y
* Amount Requested in the above table is only for the total contingency requests of $429,763.
The base construction costs were approved by the City Council on August 4, 2025, through the
formal approval of the IDOT Joint Funding Agreement.
**This was included as part of the FY27 budget development process.
The Joint Funding Agreement approved by City Council on August 4, 2025 did not include
provisions for advancing City funds. Because the project will begin prior to May 1, 2026 (Fiscal
Year 2027), an advancement is required. As the IDOT Joint Funding Agreement also functions
as the construction agreement, staff is now requesting advancement language in the amount
of $500,000. This estimate is intended to cover the City’s required match for any IDOT invoices
received before May 1, 2026. If needed, a FY26 supplemental appropriation will be submitted
for City Council consideration at the end of the current fiscal year.
COUNCIL ACTION: Consideration of action items relating to the Lake Woodbine Bridge Project:
(1)Approval of a Construction Contingency in the Amount of $214,882 for Invoices to the State
of Illinois Department of Transportation; (2) Approval of a Construction Contingency in the
Amount of $214,881 to Dunnet Bay Construction Company; and (3) Approval of the
advancement of Fiscal Year 2027 Funding in the Amount of $500,000.
2. Approval of Construction Engineering for the Waukegan and Westleigh Intersection
Project to Gewalt Hamilton Associates, Inc., and Authorize the City Manager to
Execute an Agreement in the Amount of $378,875 to Include a Contingency in the
Amount of $19,125 for a Total Cost of $398,000
STAFF CONTACT: Byron Kutz, P.E., Superintendent of Engineering (810-3555)
PURPOSE AND ACTION REQUESTED: The Public Works Committee and Staff request approval of
construction engineering for the Waukegan-Westleigh intersection project to Gewalt Hamilton
Associates (GHA hereafter) in the total amount of $398,000 including contingency.
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Tuesday, January 20, 2026 City Council Agenda
BACKGROUND/DISCUSSION: This intersection has frequent north-south rear-end collisions, as
well as left-turning collisions. This intersection is also very congested, especially during events at
the West Campus. The City’s proposed intersection improvements project will improve the
traffic-flow and safety at this intersection by widening the roadway, constructing dedicated
left and right turn lanes and adding pedestrian signals, cross-walks, sidewalks, and ADA
accessible curb ramps. The proposed improvements along Waukegan Road (IL 43) include
installing a dedicated left-turn lane for northbound traffic and a dedicated right and left-turn
lane for south-bound traffic. Along Westleigh Road, a dedicated left-turn lane will be added
for westbound traffic. The existing traffic signals at this intersection will also be upgraded to
accommodate the additional dedicated turning lanes. Pedestrian safety will be improved by
upgrading pedestrian signals, with new cross-walks and ADA accessible curb ramps installed
throughout the intersection. In January 2022, a call for submissions was released for federal
Surface Transportation Program (STP) grant funding via the Lake County Council of Mayors,
which the City applied for and received $2,620,000 federal funding.
The scheduling of this agenda item was intended to coincide with first receiving the January
16, 2025 IDOT State Bidding results, ensuring adequate budget available prior to the award of
the Construction Engineering contract. At the time of this report, the official bid results were
not yet available.
Tentative construction is scheduled to begin in mid to late March, with substantial completion
anticipated in late July—just before the High School West Campus becomes busy with fall
sports activities. Engineering Staff is working with the Communications team for a
comprehensive public outreach plan.
PROJECT REVIEW/RECOMMENDATIONS:
Project history is shown dating back to 2020.
Reviewed Date Comments
City Council 12/1/2025
City Council 11/17/2025 Prepare a Watermain Testing
City Council 11/17/2025
Public Works Committee 11/3/2025 Council Approval of IDOT Joint Funding
City Council 11/3/2025
Public Works Committee 10/20/2025 Council Approval to Grant Easement to
City Council 8/5/2024 Property for Road Purposes as Needed
for the Waukegan Westleigh
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Tuesday, January 20, 2026 City Council Agenda
Public Works Committee 7/1/2024
Council Approval to dedicate City
Property for Road Purposes as Needed
for the Waukegan Westleigh
Public Works Committee 4/1/21
Finance Committee 11/9/2020
BUDGET/FISCAL IMPACT: Construction of this project will be partially funded by Surface
Transportation Program (STP) grant funding. The City submitted for a STP grant through the
Lake County Council of Mayors in March 2022 and was notified on October 12, 2022, of an
award of $2,620,000 for construction. The estimated construction cost submitted as part of the
October 2025 budget submittal was $3,602,100 (~$3,960,000 with 10% local contingency
added).
Has City staff obtained competitive pricing for proposed goods/services? Yes
While construction inspection is typically performed in-house, IDOT regulations for this project
require a full-time, on-site presence that exceeds current staff capacity without impacting
other core municipal responsibilities. Furthermore, the extensive documentation and
specialized reporting standards mandated by IDOT align with the specific expertise of Gewalt
Hamilton Associates, Inc. (GHA). The scope includes construction inspection and observation,
construction coordination and communications, and construction documentation and
project-closeout.
The following is a summary of the two proposals received:
GHA *$378,875
*$398,000 with ~5% contingency.
Staff recommend GHA for the Phase III Construction Engineering award. GHA’s proposed
scope accurately reflects the project’s communication requirements, and their previous role
as the Phase II designer ensures a seamless transition and thorough understanding of the
scope.
Below is an estimated summary of the project budget:
Proposals were opened on 10/6/25 with the selected proposal in the amount of $398,000
(including 5% contingency). The FY27 budget was revised accordingly with the October 2025
Budget submittal. Construction engineering is being funded from FY26 ($190,000) and FY27
($208,00).
Funding Source
$605,000 *$190,000 Y
$1,133,000 **$208,000 ***Y
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Tuesday, January 20, 2026 City Council Agenda
*$190,000 of the FY26 Budget is available for construction engineering and the remaining
$415,000 was allotted for the City’s portion of construction costs.
**$208,000 of the FY27 Budget is available for construction engineering and the remaining
$925,000 is allotted for the City’s portion of construction costs.
***This was included as part of the FY27 budget development process.
COUNCIL ACTION: Approval of Construction Engineering for the Waukegan and Westleigh
Intersection Project to Gewalt Hamilton Associates, Inc., and Authorize the City Manager to
Execute an Agreement in the Amount of $378,875 to Include a Contingency in the Amount of
$19,125 for a Total Cost of $398,000
5. ITEMS FOR OMNIBUS VOTE CONSIDERATION
1. Approval of December 1, 2025, City Council Meeting Minutes
A copy of the minutes can be found beginning on page 19
COUNCIL ACTION: Approval of December 1, 2025, City Council Meeting Minutes
2. Approval of the Check Register for the Period of November 15 – December 26, 2025.
STAFF CONTACT: Diane Hall, Assistant Finance Director (847-810-3614)
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:
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Tuesday, January 20, 2026 City Council Agenda
Included in the subtotal denoted as “All other Funds” is $589,631 in Water & Sewer Capital
Improvement Fund expenditures.
COUNCIL ACTION: Approval of the Check Register for the Period of November 15– December
26, 2025.
3. Approval to Extend the City’s Grant Services Agreement with The Ferguson Group for
Grant Research/Writing Services for 2026
STAFF CONTACT: Katie Skibbe, 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 2026.
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
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
2021-2024, with the option to purchase Tier 3 services on an hourly basis, as needed. This
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Tuesday, January 20, 2026 City Council Agenda
approach is again recommended for 2026, with The Ferguson Group seeking a modest
increase in the monthly fee from $2,100/month in 2025 to $2,200/month 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 since 2022.
Grant Administration – Grant administration is provided through eCivis software. 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 2025 Grant Program at
the January 20 City Council Finance Committee meeting. The City has been very successful in
obtaining grant funding awards in 2021-2025.
Staff recommends approval to extend the City’s current agreement with The Ferguson Group
for 2026 at the proposed rate of $2,200/month, per the attached offer letter (page 25).
BUDGET/FISCAL IMPACT: Costs associated with the proposed agreement have been included
in the City’s Fiscal Year 2026 budget.
Has City staff obtained competitive pricing for proposed goods/services? YES
Below is an estimated summary of the project budget:
FY2026 Funding Source
$31,200 $31,200* Y
* The Ferguson Group Tier 2 ($26,400/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.
COUNCIL ACTION: Approval to Extend the City’s Grant Services Agreement with The Ferguson
Group for Grant Research/Writing Services for 2026
4. Approval of Verkada Security Camera and Access Control Maintenance for Fiscal
Year 2026 from Modern Media Technologies in the amount of $43,770.
STAFF CONTACT: Cameron Burrell, Director of IT (847-810-3598)
PURPOSE AND ACTION REQUESTED: Staff requests approval to expend budgeted funds for the
annual licensing and support renewal of the City’s Verkada security camera and access
control systems, which are critical components of the City’s physical security and facility
access infrastructure.
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Tuesday, January 20, 2026 City Council Agenda
BACKGROUND/DISCUSSION: The City utilizes Verkada as its enterprise platform for security
cameras and electronic access control across City facilities. Verkada provides a unified,
cloud-managed solution that enables secure monitoring of City buildings and controlled
access points while supporting facility management and public safety operations. This renewal
covers licensing and support services required to maintain the continuous operation of the
City’s deployed security cameras and access control devices. These licenses enable essential
system functions, including secure video storage, real-time monitoring, access credential
management, audit logs, software updates, and cybersecurity protections.
Verkada’s platform allows authorized staff to quickly review footage, investigate incidents,
and manage building access remotely. The system also supports compliance with security
best practices by providing encrypted data storage, role-based access controls, and detailed
reporting capabilities. The requested expenditure represents a recurring, budgeted cost
necessary to sustain the City’s existing security infrastructure and avoid service disruptions,
degraded functionality, or increased security risk.
Licensing Details
190
45
1
2
1
BUDGET/FISCAL IMPACT: The initial implementation and agreement for our Verkada system via
Modern Media Technologies was executed on 3/22/2023. Per the agreement, this
maintenance can only be provided by Heartland Business Systems. This project has been an
ongoing 3-year project budgeted for in IT Capital.
Has City staff obtained competitive pricing for proposed goods/services? No
Administrative Directive 3-5, Section 6.1B – Sole Source
FY2026 Funding
Source Account Number Amount
Budgeted
Amount
Requested
Budgeted?
Y/N
IT Capital $45,000 $43,770 Y
COUNCIL ACTION: Approval of Verkada Security Camera and Access Control Maintenance
for Fiscal Year 2026 from Modern Media Technologies in the amount of $43,770.
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Tuesday, January 20, 2026 City Council Agenda
5. Consideration to Waive the Bidding Process and Authorize the City Manager to
Execute an Agreement in the Amount of $44,500 with Pyrotecnico Services for the
Fireworks Display at the Festival and Fireworks Event to be held at Deerpath Park,
July 4th, 2026
STAFF CONTACT: Michael Wick, Director of Parks and Recreation (847) 810-3942
PURPOSE AND ACTION REQUESTED: City staff request waiving the bidding process and ask for
Council consideration to authorize the City Manager to execute an agreement with
Pyrotecnico Services for the fireworks show and display to be held at Deerpath Park on July 4th,
2026, as part of the Festival and Fireworks Celebration in the amount of $44,500.
BACKGROUND/DISCUSSION: A City Manager resident Advisory Group was established at the
direction of City Council to elevate and enhance the City’s 250th Celebration of America. A
key component of this celebration will be a fireworks display incorporated into the Festival and
Fireworks event scheduled for Saturday, July 4, 2026, at Deerpath Park.
The Advisory Group and City staff recommend continuing the long-standing relationship with
Pyrotecnico Services. Pyrotecnico has provided fireworks displays for the Festival and Fireworks
event for the past 16 years, when the Friends of Lake Forest Parks and Recreation Foundation
previously hosted the event. Their experience, reliability, and consistent delivery of high-quality
fireworks displays have contributed significantly to the success of the event.
The recommendation is based on the City’s positive past experience with Pyrotecnico and
strong, favorable feedback received from festival attendees over many years.
BUDGET/FISCAL IMPACT: The fireworks display and associated expense are an integral
component of the Festival and Fireworks event as part of the City’s 250th Celebration of
America. The cost of the fireworks display will be offset through ticket sales, sponsorships, and
funds previously allocated as a direct contribution to the Friends of Lake Forest Parks and
Recreation Foundation for festival operations.
Has competitive pricing been obtained for proposed goods/services? No
If no, indicate the specific exception requested: Administrative directive 3-5 section 6.2 waiver
of procedures (requires 2/3 vote).
Staff are requesting a waiver of the bidding process to maintain continuity and consistency of
existing services. Pyrotecnico’s production provides a high-quality, dependable fireworks
experience for the community and ensures that the fireworks component of the Festival and
Fireworks event will meet or exceed the standard established at previous events.
COUNCIL ACTION: Consideration to Waive the Bidding Process and Authorize the City
Manager to Execute an Agreement in the Amount of $44,500 with Pyrotecnico Services for the
Fireworks Display at the Festival and Fireworks Event to be held at Deerpath Park, July 4th, 2026
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Tuesday, January 20, 2026 City Council Agenda
6. Approval of an Illinois Department of Transportation Resolution Appropriating
$1,500,000 in Motor Fuel Tax (MFT) Funds to be used for the 2026 Annual Pavement
Resurfacing Program
STAFF CONTACT: Byron Kutz, P.E., Superintendent of Engineering (810-3555)
PURPOSE AND ACTION REQUESTED: The Illinois Highway Code requires each municipality to
submit a City Council Resolution appropriating MFT funds for local street maintenance
projects. Staff requests approval of a resolution appropriating $1,500,000 in MFT funds to be
used for the 2026 Annual Pavement Resurfacing Program.
BACKGROUND/DISCUSSION: Typically, the City appropriates accumulated MFT funds for street
maintenance projects every three years. While MFT projects are typically bid and managed in-
house, the City is required to follow IDOT guidelines in terms of project contract specifications,
documentation, and project close-out procedures.
The Illinois Motor Fuel Tax (MFT) Fund is derived from a tax on the privilege of operating motor
vehicles on public highways and of operating recreational watercraft upon the waters of this
State, based on the consumption of motor fuel.
The Department of Transportation allocates these monies according to the provisions outlined
in the MFT fund distribution statute, 35 ILCS 505/8 and initiates the process for distribution of
motor fuel tax to the counties, townships, and municipalities. Each month a warrant is issued to
each municipal treasurer in the amount of the municipality’s share of Motor Fuel Tax Fund
collected for the preceding month. Monthly distributions are posted on the department’s
website.
PROJECT REVIEW/RECOMMENDATIONS:
Reviewed Date Comments
Finance Committee 11/10/2025 Included in Capital Plan
BUDGET/FISCAL IMPACT: This resolution will initiate the process with IDOT to authorize the use of
MFT funds for the City’s 2026 Annual Pavement Resurfacing Program. Below is an estimated
summary of the MFT dollars being requested:
FY 2027 Funding Source
202-3703-439.76-72 $1,500,000 $1,500,000 Y
Has City staff obtained competitive pricing for proposed goods/services? N/A.
The City will competitively bid the project in February after receiving approval appropriating
the MFT funds. Award of the construction low-bid is tentatively scheduled for the March 2,
2026, City Council meeting.
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Tuesday, January 20, 2026 City Council Agenda
COUNCIL ACTION: Approval of an Illinois Department of Transportation Resolution
Appropriating $1,500,000 in Motor Fuel Tax (MFT) Funds to be used for the 2026 Annual
Pavement Resurfacing Program
7. Consideration of an Ordinance Approving a Recommendation from the Building
Review Board for 58 Marion Avenue. (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: 58 Marion Avenue - The Board recommended approval of a building scale variance
for an open pergola. Public testimony was submitted by a neighbor in support of the petition.
(Approved - 7 to 0)
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 31. 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 for 58 Marion Avenue in
accordance with the Building Review Board’s recommendation.
8. Consideration of a Recommendation from the Plan Commission in Support of
Tentative and Final Plat Approval of the Saunders Estates – Lake Forest Subdivision for
Property at 480 Saunders Road. (Approval by Motion.)
STAFF CONTACT: Catherine Czerniak,
Director of Community Development (810-3504)
PURPOSE AND ACTION REQUESTED: Consideration of a recommendation from the Plan Commission
in support of a four lot subdivision.
BACKGROUND/DISCUSSION: A four lot subdivision is proposed on a five and a half acre
property addressed as 480 Saunders Road. The property is located on the west side of
Saunders Road adjacent to the Tollway. All four lots front on Saunders Road. Conway Farms
Drive provides access to Saunders Road.
The property was previously developed with a single family home, garage, outbuilding, pool
and a pool house. The house was unoccupied for a number of years and ultimately became
a health and safety hazard, and an attractive nuisance. The structures were removed from
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Tuesday, January 20, 2026 City Council Agenda
the property by a previous owner, the property as it stands today is a vacant, developable
property.
The proposed lots range in size from 40,000 to 45,130 square feet in compliance with the
minimum lot size permitted in the R-3 zoning district. An Outlot is located along the west
portion of the property and totals 73,050 square feet, about one and a half acres in size. The
Outlot provides for the required stormwater detention consistent with the Lake County
Watershed Development Ordinance and accommodates most of the large berm that exists
on the property today which will remain as a buffer from the Tollway. The Outlot will be in the
common ownership of the Homeowners’ Association and maintenance of that parcel will be
the ongoing responsibility of the Association.
The Plan Commission held a public hearing on October 8, 2025, to consider this petition. The
Commission previously considered and recommended approval of this subdivision in 2017 and
in 2023. The owners and developers of the property did not proceed with finalizing the
subdivision in the past due to market demand and for personal reasons. Three neighbors
spoke at the recent public hearing requesting a reduction of the number of lots from four to
two to limit density in the area and minimize future construction traffic. The Commission noted
that the property is zoned R-3 and the proposed lots meet or exceed the minimum lot size in
the R-3 district and the permitted density.
Concurrent approval of the tentative and final plat is appropriate in this case because no
public infrastructure improvements are required. As with development of any vacant lot,
drainage, grading, and landscape plans will be required at the time each new home is
proposed. Residences proposed for the newly configured parcels will be subject to review by
the Building Review Board.
The plat of subdivision is included in the Council packet beginning on page 39 along with the
Plan Commission’s report which provides additional background information.
COUNCIL ACTION: If determined to be appropriate by the City Council, approve the
tentative and final plat for the Saunders Estates – Lake Forest Subdivision for property at 480
Saunders Road as recommended by the Plan Commission.
COUNCIL ACTION: Approve the eight (8) omnibus items as presented
6. OLD BUSINESS
7. NEW BUSINESS
1. Consideration of a Request to Authorize the City Manager to be a Co-Applicant with the
Lake Forest Open Land Association (LFOLA) to the Illinois Nature Preserve Commission
for Acceptance of the Dedication of 48.7 acres of the Jean and John Green Nature
Preserve at the McCormick Ravine as a Nature Preserve. (By Motion)
INTRODUCED BY:
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Tuesday, January 20, 2026 City Council Agenda
Catherine Czerniak, Director of Community Development (810-3504)
PRESENTED BY:
Ryan London, PRESIDENT, LFOLA
PURPOSE AND ACTION REQUESTED: To recognize the unique high quality of the Jean and John
Greene Nature Preserve through a dedication as a Nature Preserve to the Illinois Nature
Preserve Commission (INPC).
BACKGROUND/DISCUSSION: The mission of the Illinois Nature Preserves Commission (INPC) is to
assist private and public landowners in protecting high quality natural areas and habitats of
endangered and threatened species; in perpetuity, through voluntary dedication or
registration of such lands into the Illinois Nature Preserves System. The Commission promotes
the preservation of these significant lands and provides leadership in their stewardship,
management and protection.
The area proposed for dedication is already a protected natural area. The dedication
proposed will emphasize the uniqueness and importance of this area and demonstrate the
community’s commitment to preserving and protecting the natural environment. Importantly,
no change in use of this preserved open area is proposed, no further restrictions are imposed
by the dedication than already exist because the area is covered by a Conservation
Easement held locally by LFOLA.
LFOLA and the Lake Forest Land Foundation propose the dedication of 46.4 acres as a nature
preserve and 2.3 acres as nature preserve buffer (Table 1), for a total of 48.7 acres. The City of
Lake Forest owns just over 14 acres of the land area in the proposed dedication. As a result,
City participation as a co-applicant is required to allow the land in City ownership to be
included in the dedication.
Landowners Acreage Proposed Dedication
(conservation easement
Maps are provided indicating the proposed dedication area is included in the Council packet
on pages 46 & 47.
Upon acceptance of the dedication by INPC, together, these 48.7 acres will be known as the
Jean and John Greene Nature Preserve at McCormick Ravine. The site consists of five natural
communities associated with ravines that flow into Lake Michigan. The proposed nature
preserve is within the McCormick Ravine Illinois Natural Areas Inventory site (INAI #1008), which
was originally recognized in 1976 for its grade A and B dry-mesic and mesic upland forest
communities, grade A seeps, and several State threatened and endangered plant species.
McCormick Ravine is likely the most intact example of the Lake Michigan ravines, most of
which have been highly altered by development.
15
Tuesday, January 20, 2026 City Council Agenda
The dedication process requires review by INPC at two separate meetings over the course of
six to twelve months to determine whether the proposed dedication is worthy of acceptance.
If INPC accepts the dedication, the final documents establishing a Conservation Easement
held by the State will require review by the City Attorney and final action by the City Council
to authorize the dedication. Upon acceptance by all parties, the Conservation Easement will
be recorded with the State of Illinois dedicating the preserve as an Illinois Nature Preserve.
COUNCIL ACTION: If determined to be appropriate by the City Council by motion:
Authorize the City Manager to be a Co-Applicant with the Lake Forest Open Land Association
to the Illinois Nature Preserve Commission for Acceptance of the Dedication of 48.7 acres of
the Jean and John Green Nature Preserve at the McCormick Ravine as a Nature Preserve.
8.ADDITIONAL ITEMS FOR DISCUSSION/ COMMENTS BY COUNCIL MEMBERS
1.EXECUTIVE SESSION
Adjournment into Executive Session
Reconvene into Open Session
9.ADJOURNMENT
A copy of the Decision Making Parameters, along with a guide to icons focusing on the Priority
Areas in the Strategic Plan, is included with this agenda, starting on the following page.
Office of the City Manager January 14, 2026
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.
16
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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.
17
The City of Lake Forest 2025-2030 Strategic Plan — Priority Areas2
Priority Areas
FISCAL STEWARDSHIP
Implement an operating budget and capital improvement strategy
that is balanced over the long-term.
BUSINESS & ECONOMIC VITALITY
Enhance the business community so that it remains economically
viable, enticing to visit, and meets the needs of the community
and visitors.
RECREATION AND COMMUNITY WELL-BEING
Promote a healthy and active community by providing diverse
recreational opportunities, maintaining parks and open spaces,
and supporting programs that enhance residents’ quality of life.
PUBLIC SAFETY
Ensure the safety and security of all residents by providing efficient
and effective police, fire, and emergency services while promoting
community-based crime prevention initiatives.
COMMUNITY’S VISUAL CHARACTER AND DEVELOPMENT
Enhance the aesthetic appeal of Lake Forest by balancing preservation
of historic buildings, distinct streetscapes and landscapes with being
open to opportunities and new ideas.
COMMUNITY ENGAGEMENT
Encourage active participation and communication between
the City government and residents, fostering a sense of community
and ensuring that voices are heard in the decision-making process.
INFRASTRUCTURE & CITY FACILITIES
Invest in and maintain infrastructure and facilities to ensure they
are safe, reliable, and capable of meeting current and future needs
of the community.
18
The City of Lake Forest
CITY COUNCIL MEETING
Proceedings of Monday, December 1, 2025
City Council Meeting – City Council Chambers
220 E Deerpath, Lake Forest, IL 60045
CALL TO ORDER AND ROLL CALL: Honorable Mayor Tack called the meeting to order at 6:30 p.m., and City Clerk
Margaret Boyer called the roll of Council members.
Present: Mayor Tack, Alderman Novit, Alderman Clemens, Alderman Notz, Alderman Powers, Alderman LeVert,
Alderman Bothfeld, Alderman Weber, and Alderman Walther.
Absent: None
PLEDGE OF ALLEGIANCE was recited by all those present.
REPORTS OF CITY OFFICERS
COMMENTS BY MAYOR
Mayor Tack thanked the community for coming out to the 41st Tree lighting in Market Square, it was well
attended.
A. Resolution of Appreciation for retiring City Attorney, Julie A. Tappendorf
The Mayor read the Resolution of Appreciation and asked for a motion.
COUNCIL ACTION: Approve the Resolution of Appreciation
Mayor Tack asked for a motion to approve the Resolution of Appreciation. Alderman Weber made a motion,
seconded by Alderman LeVert. Motion carried unanimously by voice vote
Mayor Tack reported on the Pop-Up Shop, to include the partnership with the LF/LB Chamber. This year, the
Pop-Up Shop will be at City Hall with 16 local non-profit organizations participating and the proceeds from
sales go directly to those organizations. The shop opens Thursday, December 4 and is open Thursdays and
Fridays through December 19 from 11 am to 4 pm.
The Mayor stated the 5th Annual Winter Market will take place on Saturday, December 13 and Saturday,
December 20, from 10 am to 2 pm at Telegraph Road Train Station, 911 Telegraph Road. And gives patrons
the opportunity to support local small businesses and artisans while visiting with friends and neighbors.
COMMENTS BY CITY MANAGER
City Manager Jason Wicha reported on the timing of the bid opening on January 16, 2026 prior to the next City
Council meeting on January 20, 2026 on the upcoming intersection project. City Manager Wicha asked Council
to afford staff the discretion to proceed or delay the project based on analysis with the cavoite of the pipe's
lifespan lasts at least 10 years, then the City would proceed with the project if less than 10, then pausing the
project, and doing an even larger project next year. Analysis is made by using new tech to measure the
thickness of existing pipes.
The City Council had a lengthy discussion on what could be a binary decision based on the quality and
condition of the pipe, the intersection design, the over or under budget, pipe thickness, section loss, and the
area east of the pumping station to Waukegan Road. Consensus from the Council was to allow staff to use
their discretion.
19
Proceedings of the December 1, 2025
Regular City Council Meeting
OPPORTUNITY FOR CITIZENS TO ADDRESS THE CITY COUNCIL
Diane offered her appreciation to City Parks and Recreation City Staff.
COMMITTEE REPORTS
FINANCE COMMITTEE
1. Gorton Community Center 2026 Budget Presentation
Will Georgi, Gorton Board Chair, thanked the City for its partnership, noting it added much value to Gorton,
and he reported that the board approved the budget in October.
Amy Wagliardo, Executive Director, highlighted Gorton’s story and the new position. Ms. Wagliardo reported
that Gorton was able to repair drainage issues and complete the patio, raised $3 million towards future capital
improvements, and that they switched to a customer relationship/ticketing system and implemented a new
software program.
Bob Scales, Finance & Operations Chair/City Director, reviewed the budget, noting the new Operations
Director position.
The City Council had a discussion on endowment, programming, and Gorton’s long history.
COUNCIL ACTION: It is recommended that the City Council approve the Gorton Community Center 2026 Budget.
Mayor Tack asked if there was anyone from the public who would like to comment. Seeing none, he asked for
a motion.
Alderman Bothfeld made a motion to approve the Gorton Community Center 2026 Budget, seconded by
Alderman Notz. The following voted “Aye”: Aldermen Novit, Clemens, Notz, Powers, LeVert, Bothfeld, Weber,
and Walther. The following voted “Nay”: none. 8-Ayes, 0-Nays, motion carried.
2. Consideration of an Ordinance Establishing the 2025 Tax Levy (Final Reading)
Katie Skibbe, Finance Director, reported that this is the fifth time the City Council has seen this item. The Levy
has increased by 4.5% in 2025 to phase in debt service for the Police Facility in the second year. She gave a
detailed review of the Bond abatement to reduce taxpayer debt supported by property tax.
Ms Skibbe noted that the bond abatement ordinances are on omnibus. She also noted that the general levy is
2%, with this being the fourth year less than CPI 2.9% for 2024. The 4.51% includes the library and is included
in the Ordinance of School District 67 as required by our charter.
A summary of the proposed levy is as follows:
Fund Proposed
2025 Levy
2024
Extension $ Change %
Change
General 2.00%
Pensions 8,112,826 7,908,269 204,557 2.59%
20
Proceedings of the December 1, 2025
Regular City Council Meeting
Parks &
Recreation 6,670,558 6,486,086 184,471 2.84%
Capital/Debt 6,090,605 5,237,133 853,472 16.30%
New Growth 308,937 0 308,937
0 200,136 -200,136
Library 5,331,145 5,180,899 150,246 2.90%
45,073 0 45,073
Total Tax Levy 4.51%
School District
67 - Estimated 43,372,523 41,649,002 1,723,521 4.14%
86,976,214 83,371,866 3,604,348 4.32%
Ordinance
(Excludes Bond $
School District #67 levy amounts are estimates and subject to final approval by the School District Board.
The average increase for an existing homeowner (based on a $1,000,000 home) is projected to be
approximately $165, or 3.56%.
COUNCIL ACTION: Consider final approval of an Ordinance Establishing the 2025 Tax Levy.
Alderman Powers made a motion to grant final approval of an Ordinance Establishing the 2025 Tax Levy,
seconded by Alderman Weber. The following voted “Aye”: Aldermen Novit, Clemens, Notz, Powers, LeVert,
Bothfeld, Weber and Walther. The following voted “Nay”: none. 8-Ayes, 0-Nays, motion carried.
ITEMS FOR OMNIBUS VOTE CONSIDERATION
1. Approval of Monday, November 3, 2025, and Monday, November 17, 2025, City Council Meeting
Minutes
2. Approval of the Check Register for the Period of October 18 – November 14, 2025.
3. Approval of Ordinances Abating 2025 Tax Levies for Various G.O. Alternate Revenue Bond Issues
(Final Reading)
4. Consideration of an Ordinance Approving a Fee Schedule (Final Reading)
5. Consideration and approval of increasing the deductible with the Intergovernmental Risk
Management Agency (IRMA) from $25,000 to $50,000 and authorization for the City Manager to
make the required deductible payments.
21
Proceedings of the December 1, 2025
Regular City Council Meeting
6. Award of the contract for 2026 GIS Services to MGP, Inc. in the not-to-exceed amount of
$131,505 and 2026 Plotting Costs in the not-to-exceed amount of $2,299 for a Total Cost of
$133,804
7. Approval for 3-Year Renewal of Adobe Acrobat Licensing with Hypertec in the Amount of
$29,259.
8. Approval to Waive the Bid Process and Approve Watermain Testing for the Waukegan and
Westleigh Intersection Project to the RJN Group and Authorize the City Manager to Execute an
Agreement in the Amount of $49,834 to Include a 10% Contingency in the Amount of $4,983 for
a Total Cost of $54,817
9. Consideration of an Ordinance Approving a Recommendation from the Historic Preservation
Commission in Support of a Building Scale Variance for a Pool House at
1 S. Stonegate Road. (First Reading and if Desired by the City Council, Final Approval)
10. Consideration of Ordinances Approving Recommendations from the Zoning Board of Appeals for
831 Rosemary Road, 1147 Valley Road, and 1450 Old Mill Road. (First Reading, and if Desired by
the City Council, Final Approval)
11. Consideration of a Recommendation from the Plan Commission in Support of a Special Use
Permit to Authorize a New Real Estate Office, Jameson Sotheby’s International Realty, at 1050 N.
Western Avenue. (If desired by the Council, Waive First Reading and Grant Final Approval of the
Ordinance.)
12. Consideration of Ordinances Approving Recommendations from the Building Review Board for
1124 Fairview Avenue and 1781 Knollwood Lane. (First Reading and if Desired by the City
Council, Final Approval)
CITY COUNCIL ACTION Approve the twelve (12) omnibus items as presented.
Mayor Tack asked if anyone would like an item removed or taken separately. Seeing none, he asked for a
motion.
Alderman Walther made a motion to approve the twelve (12) Omnibus items as presented, seconded by
Alderman Clemens. The following voted “Aye”: Aldermen Novit, Clemens, Notz, Powers, LeVert, Bothfeld,
Weber, and Walther. The following voted “Nay”: none. 8-Ayes, 0-Nays, motion carried.
Information such as Purpose and Action Requested, Background/Discussion, Budget/Fiscal Impact, Council
Action, and a Staff Contact as it relates to the Omnibus items can be found on the agenda.
OLD BUSINESS
1. Consideration of a recommendation by staff to modify parking regulations in the Central
Business District and implement new technology solutions for permit management and parking
enforcement.
Keri Kaup, Assistant to the City Manager, reported City staff from multiple departments formed a committee
to review parking in the CBD. The Committee established three goals to frame the evaluation process: 1)
Simplify parking zones and signage; 2) Ensure customer zones are near shopping and dining destinations, and
designate employee parking zones; and 3) Improve permit management and parking enforcement capabilities
through technology.
22
Proceedings of the December 1, 2025
Regular City Council Meeting
Ms. Kaup discussed concerns with the current system, including interchangeable permits, lack of enforcement,
and employees parking in unauthorized or crowed spaces. She also discussed several options for improving
parking permit management. The ideas mentioned were issuing permits tied to employee ID’s, using barcode
or hang-tag systems, or implementing a digital app to track plate numbers and validate parking. Implementing
barcode or hangtag permits would make enforcement easier and more consistent. Ms. Kaup mentioned the
need for accurate plate number records, as well as clear rules about who is allowed to park in certain lots or
spaces. Concerns include overcrowding, employees using spaces meant for others, and the lack of
accountability in the existing system. A proposed solution is to require employees to update vehicle
information and possibly transition to a digital app that stores plate and permit data. Ms. Kaup highlighted the
importance of coordinated enforcement, whether through city staff or a contracted vendor. Overall, the goal
is to create a more organized, trackable, and enforceable parking permit process that reduces complaints and
operational issues.
City Council had a discussion on the priorities focused on FY26 parking priorities management, and to further
explore low-cost solutions. Key issues include parking time limits, employee and business permits,
enforcement challenges, and the need for better enforcement, data, and long-term system improvements.
COUNCIL ACTION: Approve staff recommendations to modify parking regulations in the Central Business
District and implement new technologies in support of the program; and provide Council direction related to
lowering the cost of employee permits and pursuing valet permits.
No city council action was taken. City Council gave direction at this time to move forward with the research
on a new parking program and provide direction on a low cost/valet program for the City.
NEW BUSINESS
1. Forest Park Beach Concessions
- Mayor Tack
Mayor Tack opened the topic of Beach Concessions for discussion with members of the City Council. City
Council had a lengthy discussion on leaving concessions as they are, privatizing the business of concessions,
the 5-month window of business opportunity, weather, rental of pavilion, menu expansion, 90-day sustainable
business model, food trucks, service hours, incorporating Deerpath Golf Course and fields, alcohol sales, and
other enhancements.
No action was taken.
ADDITIONAL ITEMS FOR COUNCIL DISCUSSION/COMMENTS BY COUNCIL MEMBERS
Mayor Tack noted that there will be no further business following the executive session.
Mayor Tack offered to those in attendance to share cake in honor of the retiring City Attorney, Julie
Tappendorf.
Mayor Tack asked for a motion to adjourn into executive session pursuant to 5 ILCS 120/2 (c) ((2) Collective
Negotiating matters and (11), Pending litigation.
1. EXECUTIVE SESSION
Alderman Clemens made a motion to adjourn into executive session pursuant to 5 ILCS 120/2 (c) (1) The City
Council will discuss specific personnel, seconded by Alderman Weber. The following voted “Aye”: Aldermen
23
Proceedings of the December 1, 2025
Regular City Council Meeting
Novit, Clemens, Notz, Powers, LeVert, Bothfeld, Weber, and Walther. The following voted “Nay”: none. 8-
Ayes, 0-Nays, motion carried.
Adjournment into Executive Session 8:07 p.m.
Reconvene into Regular Session 9:15 p.m.
ADJOURNMENT
There being no further business, Mayor Tack asked for a motion to adjourn. Alderman LeVert made a motion
to adjourn, seconded by Alderman Powers. Motion carried unanimously by voice vote at 9:16 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.
24
TheFergusonGroup.com • 1901 Pennsylvania Ave. NW • Suite 700 • Washington, DC 20006 • 202.331.8500
November 25, 2025
Mr. Jason Wicha
City Manager
City of Lake Forest
800 North Field Drive
Lake Forest, Illinois 60045
Re: TFG Tier 2 Grant Consulting Services – City of Lake Forest, IL
Dear Mr. Wicha
The Ferguson Group, LLC (TFG) welcomes the opportunity to provide the City of Lake Forest with this proposal,
which provides the objectives and terms provided under TFG's Tier 2 Grant Consulting Services Package.
Scope of Services
As a TFG Tier 2 Grant Consulting Services client, the City will receive the following:
• 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 up to five custom, project specific grant research and funding strategies or conducting an
annual comprehensive grant needs assessment and strategic grant outlook as requested
• writing
Please see the attached “TFG Grant Services Overview” for additional details on the services provided.
Additional Services
TFG's grant retainer model is structured to allow changes to be made throughout our partnership. As a
retainer client, the City can engage with TFG for additional services requested beyond the Tier 2 scope of
work. TFG will provide a cost proposal for all additional services tailored to the City’s needs based on current
year pricing for all additional services.
Terms and Conditions
TFG shall be compensated through a monthly retainer of $2,200 for Tier 2 services rendered for a one-year
period, commencing January 1, 2026 and terminating December 31, 2026 for a total annual fee of $26,400.
Either party may terminate this agreement at any time by giving the other party at least sixty (60) days prior
notice, in writing, of such termination.
25
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 Division primarily works virtually, 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 Lake Forest and we look forward to a
productive relationship.
Sincerely,
W. Roger Gwinn
CEO
26
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
27
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.
28
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
($2,200/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
AND
1 Needs
Assessment
Project Development and Readiness Hourly Limited to 5 Project Limited to 6
15% discount 15% discount
Grant Editing and Review
Grant Debriefs
Grant Training
Grant Project Advocacy
29
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 $255/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,
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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