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HomeMy WebLinkAboutAgendas/Packets - 2008.06.04 - 40155Pecky D. Lewis, Jr. Chairman Richard Skarritt Vice Chairman J. David VanderVeen Secretary Hugh D. Crawford Vincent Gregory Gregory C. Jamian Eileen T. Kowall John P. McCulloch r -les Palmer ay G. Taub Daniel J. Stencil Executive Officer 2800 Watkins Lake Road • Bldg 97W • Waterford, MI 48328-1917 248.858.0906 • 1.888.00PARKS • www.oal<gov.com/parl<srec Mm Z' ICOUNTY P S May 29, 2008 Oakland County Parks and Recreation Commission Oakland County, Michigan Commissioners: A meeting has been called of the Parks and Recreation Commission as follows: PLACE ....................... Independence Oaks County Park 9501 Sashabaw Rd Clarkston, 48348 248.625.0877 (See map with detour information) TIME ........................ Wednesday, June 4, 2008 9:00 a.m. PURPOSE .................... Regular Meeting This meeting has been called in accordance with the authorization of Chairman Pecky D. Lewis, Jr. of the Oakland County Parks and Recreation. Sincerely, C� Daniel J. Stencil Executive Officer Parks and Recreation Next Meetings: Friday —Tuesday, July 11-15: NACo Annual Conference; Kansas City, MO Wednesday, July 23; Regular Meeting and Budget Work Session PLEASE NOTE THE CHANGE OF MEETING LOCATION D:\$Data\My documentsTOMMISSN\agendaltr.doe 0 ur mission is to provide recreational, leisure and learning experiences that enhance quality of life. Oakland County Parks'` I Recreation Commission Independence''vaks County Park 9501 Sashabaw Rd Clarkston, MI 48348 June 4, 2008 Agenda 1. Call Meeting to Order 9:00 a.m. Pledge of Allegiance 2. Roll Call 3. Public Comments 4. Commission Meeting Minutes for May 7, 2008 5. Combined Statement of Operations FM 7, FY 2008 for month ending 4/30/08 6. Activity Report for April, 2008 (FM 7, FY 2008) 7. Audit Report 8. 9. 10 11 12 13 14 15. 16. July is Parks and Recreation Month Resolution "Place -based Economy/Tourism" Presentation Glen Oaks DTE Easement Agreement Highland Oaks DTE Easement Action Required Approval Information Information Approval Approval Information Approval Approval East Michigan District of the Wesleyan Church Purchase Agreement Resolution Approval Tolliver Purchase Agreement Resolution Approval Dalton Industries Purchase Agreement Resolution Approval Samuel Farm Lease Agreement Resolution— Springfield Oaks Approval Kidwell Residence Lease Agreement Resolution — Waterford Oaks Approval Presenter/Phone # P. Lewis / 646.5917 K. Kohn / 858.4606 F. Trionfi / 858.4607 S. Wells / 858.4634 F. Trionfi / 858.4807 S. Cox / 858.4612 D. Stencil / 858.4944 L. Falardeau/OCPEDS/858.5438 M. Hughson / M. Thibodeau M. Hughson / 858. 5380 J. Noyes / 858.4624 M. Hughson / D. Stencil M. Hughson / D. Stencil M. Hughson / D. Stencil M. Hughson/J. Ross/D. Stencil M. Hughson/J. Ross/D. Stencil Con't. D. Stencil 1 L• Younger J 858.4625 Approval 7. pung anon a / g58.4624 phase II Inform S. Fig ent — anon D. Stencil Contract An1ei d Inform PROS Consulting Marketing Initiatives anon 1�. Inform -sew Com'znlcations � erly Report 18. Nanm- d Developn1ent Quart 19. Design pfficer's Report W eager etc. 24 EXecutive ro rfatel for W 2I . a old Business Tess a d New Business aks Park TOUT please 23. 22. endenCe � Adjourn to lndep OAKLAND COUNTY PARKS AND RECREATION COMMISSION MEETING May 7, 2008 Chairman Lewis called the meeting to order at 9:10 a.m. in the Dark/Freezing Room of the Ford Education Center at the Detroit Zoo. COMMISSION MEMBERS PRESENT: Chairman Pecky D. Lewis, Jr., Vice Chairman Richard Skarritt, Secretary J. David VanderVeen, Hugh D. Crawford, Gregory Jamian, Eileen Kowall, John McCulloch, Charles Palmer, Shelley Taub COMMISSION MEMBERS ABSENT: Vincent Gregory ALSO PRESENT: Parks and Recreation Oakland County Information Technology Oakland County Purchasing The Detroit Zoo PROS Consulting, Inc. PUBLIC COMMENTS: Daniel J. Stencil, Executive Officer Sue Wells, Administrator— Parks & Rec. Operations Frank Trionfi, Administrator — Parks Administration Mike Thibodeau, Chief of Golf Janet Pung, Marketing & Communications Officer Jim Dunleavy, Chief of Recreation Phil Castonia, Park Supervisor Mike Donnellon, Architectural Engineer II Jon Noyes, Architectural Engineer II Sheila Cox, Accountant IV Melissa Prowse, Strategic Planning Manager Suzanne Kici, Office Assistant Mary Murphy, Intern Ben Ringelberg, Intern Phil Bertolini, Deputy County Executive I, IT Admin. Scott Oppman, Manager, Application Services Rochelle Meacham, Project Manager Dawn Siegel, IT Application Services Joan Daniels, Buyer II Ron Kagan, Director John Anderson, Park Operations Manager Leon Younger, President No questions were asked, nor comments received, by the public. WELCOME: Detroit Zoo Director Ron Kagan welcomed Parks Commissioners and staff to the Zoo, sharing information about their millage proposal and independent authorities that would be created. He also noted that the city of Detroit owns the property and provides reimbursement for security and insurance, while the Detroit Zoological Society has full maintenance and operations responsibility. APPROVAL OF MINUTES: Moved by Mr. Palmer, supported by Mr. Crawford to approve the minutes of the regular meeting of March 12, 2008, as written. 4-1 (Commission Meeting, May 7, 2008) AYES: Crawford, Jamian, Kowall, Lewis, McCulloch, Palmer, Skarritt, Taub, VanderVeen (9) NAYS: (0) Motion carried on a voice vote. COMBINED STATEMENT OF OPERATIONS: Moved by Mrs. Taub, supported by Mrs. Kowall to accept the Combined Statement of Operations for the months ending February 29, 2008 and March 31, 2008 (FM 5 & 6, 08) as filed. AYES: Crawford, Jamian, Kowall, Lewis, McCulloch, Palmer, Skarritt, Taub, VanderVeen (9) NAYS: (0) Motion carried on a voice vote. CAPITAL IMPROVEMENT PROGRAM BUDGET REPORT: The Capital Improvement Program Budget Report as of March 31, 2008 was accepted as filed. ACTIVITY REPORT: The Activity Report for the month of March, 2008 was accepted as filed. INTRODUCTION: Chief of Recreation Jim Dunleavy introduced Mary Murphy and Ben Ringelberg, interns from Central Michigan University, who are working with Recreation Section staff on Senior and Therapeutic Recreation programs, along with Special Events. STRATEGIC MASTER PLAN FINAL DRAFT: Moved by Mr. Crawford, supported by Mrs. Taub to adopt the following resolution to accept the final draft of the Strategic Master Plan: WHEREAS, the mutual intent of the Oakland County Parks and Recreation Commission and its staff is to provide facilities, programs, and services that meet the needs and expectations of the Oakland County residents while being provided in the most efficient and effective means; and WHEREAS, a strategic master plan has been developed as a planning tool and to provide direction in operations and management of the system; and WHEREAS, the strategic master plan has been developed with a focus on four main areas: land, recreation facilities, recreation programs and services, and operational and financial sustainability; and WHEREAS, this plan was developed through citizen input, county -wide surveys, commissioners focus groups, and stakeholder interviews; and WHEREAS, the strategic master plan will be the planning guideline for the Oakland County Parks and Recreation Commission through 2017. 4-2 (Commission Meeting, May 7, 2008) NOW THEREFORE BE IT RESOLVED that the Oakland County Parks and Recreation Commission accepts the Strategic Master Plan, as prepared by PROS Consulting. BE IT FURTHER RESOLVED that this Strategic Master Plan be forwarded to the Oakland County Board of Commissioners for their information. AYES: Crawford, Jamian, Kowall, Lewis, McCulloch, Palmer, Skarritt, Taub, VanderVeen (9) NAYS: (0) Motion carried on a voice vote. Mr. Younger noted strategies and tactics have been prioritized, with work groups and deadlines established. Melissa Prowse, as Strategic Plan Implementation Coordinator, will establish flowcharts of the processes and coach the teams. Staff will be dedicating approximately five hours a week to the strategic planning process. Some of the challenges facing the organization include: Changing the culture of the department to focus on efficiently and effectively Managing partnerships effectively Coordinating with all of the other municipalities to complementary regional planning outcomes and performance measures to work avoid duplicating services, and working toward Executive Officer Stencil noted that a proposal will be brought to the Commission for approval at the June 4 meeting to extend the contract with PROS Consulting to include a second and possible third phase. INFORMATION TECHNOLOGY MASTER PLAN: Scott Oppman, Manager of Application Services at Oakland County Information Technology, presented the proposed technology master plan for Oakland County Parks, noting a three-year capital improvement project plan for this program has been identified, with an estimated three-year cost of $4.5 million dollars. That amount does not include operating or staff training costs. The next steps include determining detailed costs for budgeting purposes, looking outside of parks and recreation to establish partnerships, and begin implementation and establishing new services. A comprehensive report will be compiled, detailing staffing, hardware, and software requirements, along with how the plan will correlate with the Parks' strategic master plan. Commission accepted the general overview of the plan. CATALPA OAKS MASTER PLAN: Architectural Engineer Jon Noyes presented the conceptual master plan for Catalpa Oaks, which was designed in-house. Staff incorporated the strategic plan into the proposed park master plan, ensuring the plans fit into the Parks' vision for our major goals. The proposed master plan for the park is a regional field sports complex that includes 13 soccer fields of varying sizes to accommodate different age groups, cricket pitch, sledding hill, softball field, 1.2-mile walking trail, playground, and three picnic shelters. Commissioner McCulloch recommended staff contact the Oakland County Health Department to discuss 4-3 (Commission Meeting, May 7, 2008) their plans for the site. Commission emphasized the importance of ensuring enough recreation opportunities are provided in the plan for the growing senior population. Moved by Mr. Crawford, supported by Mr. McCulloch to approve the concept of the proposed Catalpa Oaks master plan. AYES: Crawford, Jamian, Kowall, Lewis, McCulloch, Skarritt, Taub, VanderVeen (8) NAYS: Palmer (1) Motion carried on a voice vote. The proposed plan will be available online for 30 days for citizen input, plus a hard copy will be available for review at the administration office. Staff will compile all comments for review and possible incorporation, then bring back the final plan for Commission approval. LAND ACQUISITION MODEL: Mr. Noyes shared brief information on a land acquisition model staff is creating that will consist of a model based on the four major areas of the strategic master plan. LYON OAKS WETLAND MITIGATION: Moved by Mr. McCulloch, supported by Mrs. Kowall to extend the contract with Niswander Environmental for a period not to exceed five years, to allow for the implementation of annual monitoring and maintenance of the Lyon Oaks wetland mitigation project constructed in November, 2007. AYES: Crawford, Jamian, Kowall, Lewis, McCulloch, Palmer, Skarritt, Taub, VanderVeen (9) NAYS: (0) Motion carried on a voice vote. QUARTERLY PURCHASING REPORT: The Purchasing Report for the second quarter of Fiscal Year 2008 was accepted as filed, with the recommendation to add a column to the report that reflects the budgeted amount, as appropriate. EXECUTIVE OFFICER'S REPORT: In addition to the Executive Officer's report filed in the agenda, the following information was noted: ---The Nature Conservancy has proposed legislation at the state to initiate a constitutional amendment that proposed the establishment of bonding for the Michigan Natural Resources Trust Fund and also adding a cap on the funds that could be used for capital. The Parks Commission may be requested to adopt a resolution regarding this proposed legislation. ---Chief of Golf Operations Mike Thibodeau's impending retirement was announced, with the Commission congratulating Mr. Thibodeau for his 35 years of service to the Parks. ---A tour of Independence Oaks will immediately follow the next Commission meeting, which will be held at the Lewis E. Wint Nature Center at Independence Oaks. 4-4 OAKLAND COUNTY PARKS AND RECREATION COMMISSION COMBINED STATEMENT OF OPERATIONS FM 7, FY 2008 (FOR MONTH ENDING 4/30/08) 2008 YEAR TO (OVER), % OF REVENUE BUDGET DATE UNDER BUDGET BUDGET ADMINISTRATION: Millage Tax $14,850,000.00 $14,523,922.07 $326,077.93 97.8% Other 274,300.00 630,044.87 (355,744.87) 229.7% GLEN OAKS GOLF COURSE 1,256,400.00 288,543.96 967,856.04 23.0% LYON OAKS GOLF COURSE 1,249,500.00 243,502.43 1,005,997.57 19.5% RED OAKS GOLF COURSE 419,000.00 66,019.51 352,980.49 15.8% SPRINGFIELD OAKS GOLF COURSE 875,160.00 216,114.73 659,045.27 24.7% WHITE LAKE OAKS GOLF COURSE 1,021,750.00 227,385.26 794,364.74 22.3% INDEPENDENCE OAKS NATURE CENTER 48,000.00 19,425.56 28,574.44 40.5% ADDISON OAKS 416,790.00 78,449.84 338,340.16 18.8% ADDISON OAKS CONFERENCE CENTER 115,000.00 30,335.96 84,664.04 26.4% GROVELAND OAKS 732,600.00 39,197.09 693,402.91 5.4% HIGHLAND OAKS 0.00 1,418.00 (1,418.00) 0.0% INDEPENDENCE OAKS 327,125.00 105,689.13 221,435.87 32.3% LYON OAKS 347,000.00 256,443.00 90,557.00 73.9% ORION OAKS 106,000.00 52,172.00 53,828.00 49.2% ROSE OAKS 1,700.00 882.00 818.00 51.9% SPRINGFIELD OAKS ACTIVITY CENTER/PARK 13,000.00 352.00 12,648.00 2.7% WATERFORD OAKS ACTIVITY CENTER/PARK 29,788.00 14,659.72 15,128.28 49.2% RECREATION ADMINISTRATION 28,400.00 20,525.50 7,874.50 72.3% CATALPA OAKS 0.00 2,436.00 (2,436.00) 0.0% MOBILE RECREATION 387,050.00 136,648.50 250,401.50 35.3% RED OAKS WATERPARK 834,700.00 1,639.96 833,060.04 0.2% WATERFORD OAKS BMX COMPLEX 16,600.00 230.00 16,370.00 1.4% WATERFORD OAKS GAMES COMPLEX 16,000.00 12,045.00 3,955.00 75.3% WATERFORD OAKS TOBOGGAN COMPLEX 120,500.00 143,939.46 (23,439.46) 119.5% WATERFORD OAKS WATERPARK 796,500.00 1,324.50 795,175.50 0.2% TOTAL REVENUE $24,282,863.00 $17,113,346.05 $7,169,516.95 70.5% OPERATING EXPENSES ADMINISTRATION $4,367,001.00 $2,142,344.71 $2,224,656.29 49.1% GLEN OAKS GOLF COURSE 1,211,030.00 542,857.45 668,172.55 44.8% LYON OAKS GOLF COURSE 2,065,155.00 940,354.92 1,124,800.08 45.5% RED OAKS GOLF COURSE 790,966.00 329,497.63 461,468.37 41.7% SPRINGFIELD OAKS GOLF COURSE 980,836.00 424,772.37 556,063.63 43.3% WHITE LAKE OAKS GOLF COURSE 1,095,973.00 468,528.32 627,444.68 42.7% INDEPENDENCE OAKS NATURE CENTER 512,455.00 229,904.16 282,550.84 44.9% ADDISON OAKS 1,574,613.00 576,630.80 997,982.20 36.6% ADDISON OAKS CONFERENCE CENTER 252,279.00 146,101.26 106,177.74 57.9% GROVELAND OAKS 1,523,269.00 428,138.12 1,095,130.88 28.1% HIGHLAND OAKS 51,550.00 10,236.19 41,313.81 19.9% INDEPENDENCE OAKS 1,215,364.00 517,975.13 697,388.87 42.6% LYON OAKS 651,522.00 404,347.30 247,174.70 62.1% ORION OAKS 202,054.00 55,736.21 146,317.79 27.6% ROSE OAKS 50,734.00 9,845.07 40,888.93 19.4% SPRINGFIELD OAKS ACTIVITY CENTER/PARK 409,839.00 130,695.97 279,143.03 31.9% WATERFORD OAKS ACTIVITY CENTER/PARK 545,243.00 363,687.54 181,555.46 66.7% RECREATION ADMINISTRATION 643,432.00 383,151.95 260,280.05 59.5% CATALPA OAKS 86,375.00 5,002.05 81,372.95 5.8% MOBILE RECREATION 810,166.00 271,203.25 538,962.75 33.5% RED OAKS WATERPARK 1,640,636.00 424,762.17 1,215,873.83 25.9% WATERFORD OAKS BMX COMPLEX 50,637.00 10,108.86 40,528.14 20.0% WATERFORD OAKS GAMES COMPLEX 38,947.00 25,620.28 13,326.72 65.8% WATERFORD OAKS TOBOGGAN COMPLEX 364,135.00 239,325.54 124,809.46 65.7% WATERFORD OAKS WATERPARK 1,262,172.00 237,577.69 1,024,594.31 18.8% TECHNICAL SUPPORT 1,518,447.00 746,680.44 771,766.56 49.2% CONTINGENCY/INTERNAL SERVICE CHARGES* 474,308.00 104,510.92 369,797.08 N/A $24,389,138.00 $10,169,596.30 $14,219,541.70 41.7% REVENUE OVER/(UNDER) EXPENSES ($106,275.00) $6,943,749.75 ($7,050,024.75) 2008 2007 ACTUAL REVENUE TO DATE: 70.5% 66.5% BUDGET BALANCE: 29.5% 33.5% ACTUAL EXPENSE TO DATE: 41.7% 41.7% BUDGET BALANCE, 58.3% 58.3% *CONTINGENCY YTD FIGURE: INTERNAL SERVICE FUNDS PAYMENTS IN TRANSIT. (Page 1 of 3) 5r1 OAKLAND COUNTY PARKS AND RECREATION COMMISSION COMBINED STATEMENT OF OPERATIONS FM 7, FY 2008 (FOR MONTH ENDING 4130/08) CONTINGENCY: BUDGET AMENDMENTS $80,642 TO ADMINISTRATION (OCP&RC-NOV./POSTED MAR.) $46,050 TO INDEPENDENCE OAKS (OCP&RC-NOV./POSTED MAR.) CONTINGENCY: PENDING OTHER: BUDGET AMENDMENTS $18,000 REVENUE AND EXPENSE INCREASE FOR SPRINGFIELD OAKS GOLF COURSE MDEQ REFINED PETROLEUM FUND REIMBURSEMENT PROGRAM (OCP&RC-JAN/POSTED FEB.) OTHER: PENDING 5-2 (Page 2 of 3) 07-08 ACTIVITY REPORT APRIL, 2008 (FM07, FY2008) * Not included in program totals - only in combined totals. In-house events are counted in facility totals. ADDISON OAKS PARK Campers Day Use Day Campers *ADDISON OAKS CONFERENCE CENTER CATALPA OAKS PARK Day Use GROVELAND OAKS PARK Campers Day Use Day Campers HIGHLAND OAKS PARK Day Use INDEPENDENCE OAKS PARK Day Use Day Campers Overnight Youth Group Campers LYON OAKS PARK Day Use Dog Park ORION OAKS PARK Day Use Dog Park ROSE OAKS PARK Day Use SPRINGFIELD OAKS ACTIVITY CENTER Day Use 4-H Fair *Banquet Facilities WATERFORD OAKS Activity Center - non banquet *Banquet Facilities - Activity Center Day Use TOTAL CAMPERS TOTAL DAY USE TOTAL DAY CAMPERS TOTAL OVERNIGHT YOUTH GROUP CAMPERS TOTAL DOG PARK TOTAL 4-H FAIR TOTAL ACTIVITY CENTER -NON BANQUET 4CTIVITY REPORT.As, APR08 0,;AAKLAND PARTICIPANTS (MONTH) PARTICIPANTS (YTD) FM07, FY07 FM07, FY08 FY2007 FY2008 0 0 5,998 6,968 1,512 680 5,560 5,631 0 0 0 0 2,146 2,153 16,615 17,913 4,103 0 5,936 0 0 0 0 0 0 0 0 0 0 0 0 300 426 300 2,046 12,748 18,302 94,373 87,836 0 0 1,391 263 130 0 1,120 410 607 457 4,191 3,682 6,977 1 5,2501 31,079 1 28,867 1,984 2,234 8,962 14,984 4,720 5,470 36,952 39,010 256 652 6,568 4,093 1,058 607 8,197 3,542 0 0 0 0 2,444 3,107 19,111 18,032 455 165 3,672 3,611 465 1,355 1,462 2,300 3,028 1,770 11,750 5,234 0 0 5,998 6,968 21,493 29,231 139,901 132,984 0 0 1,391 263 130 0 1,120 410 11,697 10,720 68,031 67,877, 0 0 0 0' 455 165 3,672 3,611 ACTIVITY REPORT 0,:�)AKLAND APRIL, 2008 (FM07, FY2008) GOLF COURSES * Not included in program totals - only in combined totals. PARTICIPANTS (MONTH) PARTICIPANTS (YTD) In-house events are counted in facility totals. FM07,FY07 FMO7,FY081 FY20071 FY2008 GLEN OAKS Rounds Played - 9 Holes 1,626 2,229 4,277 4,116 Rounds Played - 18 Holes 555 609 1,658 1,529 *Banquet Facilities 2,711 2,565 23,916 22,645 **Grill Room (**Not included in totals) 1,404 1,117 2,178 1,750 LYON OAKS Rounds Played - 9 Holes 228 588 487 867 Rounds Played - 18 Holes 945 891 2,727 2,968 Driving range 1,347 1,507 2,107 2,426 *Banquet Facilities 340 171 7,397 8,195 **Grill Room (**Not included in totals) 1,137 1,246 2,717 2,762 RED OAKS Rounds Played - 9 Holes 1,669 1,890 3,639 3,769 SPRINGFIELD OAKS Rounds Played - 9 Holes 1,366 1,857 2,817 3,294 Rounds Played - 18 Holes 990 1,081 3,128 3,305 **Grill Room (**Not included in totals) 671 1,691 1,559 2,826 WHITE LAKE OAKS Rounds Played - 9 Holes 1,264 1,267 3,134 2,462 Rounds Played - 18 Holes 979 467 2,270 1,322 *Banquet Facilities 422 1,107 7,484 8,976 **Grill Room (**Not included in totals) 251 1,260 1,323 2,212 TOTAL ROUNDS PLAYED - 9 HOLES 6,153 7,831 14,354 14,508 TOTAL ROUNDS PLAYED -18 HOLES 3,469 3,048 9,783 9,124 TOTAL DRIVING RANGE 1,347 1,507 2,107 2,426 07-08 ACTIVITY REPORT.xis, APR08 6- 2 of 4 ACTIVITY REPORT r.��JAKLAND APRIL, 2008 (FM07, FY2008) %W-1 ZI AV 9.1 1 ; k RECREATION,. * Not included in program totals - only in combined totals PARTICIPANTS (MONTH) PARTICIPANTS (YTD) * Not included in program totals - only in combined totals. FM07,FY07 FM07,FY08 FY2007 FY2008 MOBILE RECREATION Bleachers 1 1 13 4 Bouncers 1,625 300 6,880 5,020 Bus 2,295 1,620 9,900 8,235 Climbing Wall/Tower 200 100 700 900 Dunk Tank 233 0 466 0 Inline Skate Mobile/Hockey Mobile 0 0 0 205 Puppet 170 0 340 0 Show Mobile 4 3 12 19 Adventure Sport Mobile 0 0 120 160 Tents 15 2 36 20 Camps 0 0 0 0 Miscellaneous 0 0 0 410 WATERFORD OAKS BMX 0 0 0 0 WATERFORD OAKS COURT GAMES COMPLEX 0 204 640 1,053 WATERFORD OAKS FRIDGE 0 0 21,063 22,531 WATERFORD OAKS LOOKOUT LODGE 340 505 1,929 1,479 WATERFORD OAKS WATERPARK 0 0 0 0 RED OAKS WATERPARK 0 0 0 0 THERAPEUTIC EVENTS 362 273 3,682 4,853 SENIOR EVENTS 160 0 1,1481 948 TOTAL MOBILE RECREATION VISITS 1 4,543 1 2,026 1 18,4671 14,973 TOTAL FACILITIES AND SPECIAL EVENTS 862 9821 28,462 1 30,864 07-08 ACTIVITY REPORT.As, APR08 6-3 of 4 ACTIVITY REPORT APRIL, 2008 (FM07, FY2008) In-house events are counted in facility totals. ENVIRONMENTAL PROGRAM - INDEPENDENCE OAKS Nature Center Outreach Visits "`Trail Usage ("*Not included in totals) ENVIRONMENTAL PROGRAM - LYON OAKS Nature Center Outreach Visits ""Trail Usage ("Not included in totals) TOTAL NATURE CENTERS TOTAL OUTREACH VISITS DAY USE PARKS GOLF COURSES RECREATION, FACILITIES AND SPECIAL EVENTS NATURE INTERPRETIVE SERVICES BANQUET FACILITIES GRAND TOTALS 0-1110 PARTICIPANTS (MONTH) FM07, FY07 FM07, FY08 1,770 2,107 1,300 835 6,097 8,670 282 177 0 109 684 512 2,052 2,284 1,300 944 PARTICIPANTS (MONTH) FM07, FY07 FM07, FY08 33,775 40,116 10,969 12,386 5,405 3,008 3,352 3,228 8,528 10,458 62,029 69,196 Therapeutic/Senior Event Breakdown TR: Bball-55; TGIF-99; Royal Oak-87; Beaumont-10; Blaze Sports-22; Ellis Barn - 150 AND YA ► � PARTICIPANTS (YTD) FY20071 FY2008 13,149 10,529 3,404 3,315 53,714 49,216 2,218 1,358 956 573 4,440 4,001 15,367 11,887 4,360 3,888 PARTICIPANTS (YTD) FY2007 FY2008 220,113 212,113 26,244 26,058 46,929 45,837 19,727 15,775 75,985 78,061 388,998 377,844 REVISED 10/6/04 Note: Deleted Grill Room numbers from Combined Totals. { 07-08 ACTIVITY REPORT.As, APR08 6-4 of 4 ITEM # 7 FISCAL YEAR 2007 AUDIT REPORT Enclosed is a copy of the audit report from Plante & Moran for the Fiscal Year 2007 financial records of the Oakland County Parks and Recreation Commission. The report shows we are in sound financial condition. The net worth of the Commission as of September 30, 2007 as indicated on page 2 of the Management Discussion and Analysis section was $86,314,153. This includes a Capital Assets, net of accumulated depreciation and related debt, balance of $67,046,850 and an Unrestricted fund balance of $19,267,303. However, most of the $19,267,303 was already included in the Fiscal Year 2008 Capital Improvement Budget as a funding source. The difference will be incorporated into the Fiscal Year 2009 Capital Improvement Budget. Total Liabilities include current and long-term capital lease obligations of $1,625,000 related to the Lyon Oaks Bond. Our revenue budget had a favorable variance of $564,472 as shown on page 14 and our expense budget had a favorable variance of $2,843,466 as shown on page 15. This resulted in $4,072,414 more for capital projects than originally budgeted and $2,327,131 more than the Fiscal Year 2007 revised/adjusted budget estimate figures we used in the Fiscal Year 2008 Capital Improvement Budget (the additional $2,327,131 will be incorporated into the Fiscal Year 2009 Capital Improvement Budget). As indicated on page 15 of the audit report, one of our cost centers shows an excess of actual expenditures over budget*, however, the total actual expenses for operations are under the total budget. Therefore, in compliance with the Michigan Uniform Local Budgeting Act and the Commission By-laws, staff recommends the Commission amend the Fiscal Year 2007 Operating Budget to $21,650,726, with the individual amounts for each cost center to be the same as those shown in the "Actual" column of page 15 of the report. Please contact Frank Trionfi, 858-4607, or Sheila Cox, 858-4612, if you have any questions. *See page 2 for the Revenue and Expense Variance explanations D:\$Data\My documents\SMMMS Word\C AGENDA\AuditReport2007.doc 7-1 Fiscal Year 2007 Audit Report OAKLAND COUNTY PARKS AND RECREATION COMMISSION FISCAL YEAR 2007 REVENUE AND EXPENSE OVER BUDGET VARIANCE SUMMARY Park/Budget Center Catalpa Oaks Catalpa Oaks Revenue Favorable (Unfavorable) 2007 Budget Actual Variance Largest Line Item(s) Expense Variance Grounds Maintenance D:\$Data\My documents\SMC\MS Excel\Audit\ Audit Rpt, Rev & Exp Variances.xls FY2007 7-2 Expense Favorable (Unfavorable) 2007 Budget Actual Variance $ 14,045 $ (2,820) ITEM #8 RESOLUTION Staff is requesting Commission approval of the attached resolution in support of July as Recreation and Parks Month. Est RESOLUTION NATIONAL RECREATION AND PARKS MONTH WHEREAS, the Oakland County Parks and Recreation Commission's mission is to provide all residents of Oakland County with recreational, leisure, and learning experiences, parks, open spaces, and facilities, resulting in a comprehensive county park system that enhances quality of life; and WHEREAS, parks, recreation activities, and leisure experiences provide opportunities for young people to live, grow, and develop into contributing members of society; and WHEREAS, parks and recreation creates lifelines and continued life experiences for older members of our community; and WHEREAS, parks and recreation generates opportunities for people to come together and experience a sense of community through fun recreational pursuits; and WHEREAS, parks and recreation agencies provide outlets for physical activities, socialization, and stress -reducing experiences; and WHEREAS, parks, playgrounds, nature trails, open spaces, community and cultural centers, and historic sites make communities attractive and desirable places to live, work, play, and visit, in a manner that contributes to our ongoing economic vitality; and WHEREAS, parks, greenways, and open spaces provide a welcome respite from our fast -paced, high-tech lifestyles while simultaneously protecting and preserving our natural environment; and WHEREAS, parks and recreation agencies touch the lives of individuals, families, groups, and the entire community, which positively impacts upon the social, economic, health, and environmental quality of our community. NOW THEREFORE BE IT RESOLVED, that the Oakland County Parks and Recreation Commission proclaims July as Recreation and Parks Month and encourages all citizens to celebrate healthy, active lifestyles by participating in their choice of recreation and park activities. Moved by Supported by Date: June 4, 2008 8-2 ITEM #9 "PLACE -BASED ECONOMY/TOURISM" PRESENTATION Larry Falardeau, Principal Planner at Oakland County Planning and Economic Development Services, will give a presentation on "Place -Based Economy/Tourism." 9-1 ITEM #10 REQUEST TO GRANT EASEMENT TO DETROIT EDISON COMPANY GLEN OAKS COUNTY PARK The Detroit Edison Company upgraded the electrical transformer adjacent to the Glen Oaks pump house to improve overall voltage capacity to provide more reliable electric service to the park's irrigation system. Therefore, the Detroit Edison Company has requested that the County grant a 15-ft. wide by 480-ft. long easement for the maintenance of underground electric service. The proposed easement would restrict maintenance activities by the Detroit Edison Company to the area described in the agreement. OCPR will arrange and coordinate access to the easement area and, other than for emergency actions, all maintenance activities performed by the Detroit Edison Company would be coordinated with OCPR staff to minimize the impact on golf activity. The Departments of Facilities Management and Corporation Counsel will be working with Detroit Energy Company representatives to draft an easement agreement similar to that proposed for Highland Oaks County Park. Recommendation: It is the recommendation of the Oakland County Parks and Recreation staff and Department of Facilities Management that the Oakland County Board of Commissioners approve the granting of an easement for underground electric service to the Detroit Edison Company for the sum of one dollar contingent upon the approval of said document by the Oakland County's Corporation Counsel. 10-1 RESOLUTION REQUEST TO GRANT EASEMENT FOR UNDERGROUND ELECTRIC SERVICE TO THE DETROIT EDISON COMPANY - GLEN OAKS COUNTY PARK WHEREAS, the County of Oakland is the owner of Glen Oaks County Park located in Farmington Hills Township; and WHEREAS, the Detroit Edison Company is in the process of upgrading its electrical services facilities in the area of Glen Oaks County Park and has requested that the County of Oakland grant a 15-ft. wide easement for underground electric service; and WHEREAS, the Oakland County Parks and Recreation staff and the Detroit Edison Company have agreed upon the easement area necessary for the installation and maintenance of underground electric service at Glen Oaks County Park. NOW THEREFORE BE IT RESOLVED that the Oakland County Parks and Recreation Commission hereby requests that the Oakland County Board of Commissioners authorize and approve the granting of an easement for underground electric service and related appurtenances to the Detroit Edison Company for the sum of one dollar, contingent upon the approval of said easement by Corporation Counsel. BE IT FURTHER RESOLVED that the Oakland County Parks and Recreation Commission hereby requests that that the Oakland County Board of Commissioners direct its Chairperson or designee to execute said easement for underground electric service and related appurtenances. Moved by: Supported by: 10-2 Date: -AKLANa �71rnk i " A V -1 i Glen Oaks County Park 30500 Thirteen Mile Road Farmington Hills, MI 48334 Oakland County Parks & Recreation 2800 Watkins Lake Road Waterford, Ml48328 Daniel Stencil Map Created May 27, 2008 Executive Officer M.- e Information provided herewith has been compiled from retarded ds, plats, tax maps, surveys and other public records. It is not a legally tniad map or survey and is not Intended to be used as one. Users uld consult the information sources mentioned above when questions Glen Oaks Proposed DTE Energy Easement Glen Oaks Park Boundary , Proposed DTE Easement Area -15' wide centerline 7200 sq. ft. 2006 Black &White Aerial l Feet 0 155 310 620 ITEM #11 REQUEST TO GRANT EASEMENT TO DETROIT EDISON COMPANY HIGHLAND OAKS COUNTY PARK The County of Oakland established Highland Oaks County Park in June 2007. The Detroit Edison Company is in the process of upgrading its electrical substation, improving overall voltage capacity to provide more reliable electric service to the area and provide electric service connection options at Highland Oaks County Park. Therefore, the Detroit Edison Company has requested that the County grant a 12-ft. wide by 3,003-ft. long easement for overhead electric service parallel to Milford Road. The proposed easement would prompt the abandonment of an adjacent (existing) 15-ft wide easement that is closer to Milford Road but whose implementation would result in the loss of a significant number of mature oak trees. The Departments of Facilities Management and Corporation Counsel have reviewed and/or prepared all necessary documents related to the granting of the subject easement. Recommendation: It is the recommendation of the Oakland County Parks and Recreation staff and Department of Facilities Management that the Oakland County Board of Commissioners approve the granting of the attached easement for overhead electric service to the Detroit Edison Company for the sum of one dollar. RESOLUTION REQUEST TO GRANT EASEMENT FOR OVERHEAD ELECTRIC SERVICE TO THE DETROIT EDISON COMPANY - HIGHLAND OAKS COUNTY PARK WHEREAS, the County of Oakland is the owner of Highland Oaks County Park located in Highland Township; and WHEREAS, the Detroit Edison Company is in the process of upgrading its electrical services facilities in the area of Highland Oaks County Park and has requested that the County of Oakland grant a 12-ft. wide easement for overhead electric service; and WHEREAS, the Oakland County Parks and Recreation staff and the Detroit Edison Company have agreed upon a route for the said overhead electric service, which will enhance electrical service to the area and provide electric service connection options at Highland Oaks County Park; and WHEREAS, the Departments of Facilities Management and Corporation Counsel have reviewed and/or prepared all necessary documents related to the granting of the easement. NOW THEREFORE BE IT RESOLVED that the Oakland County Parks and Recreation Commission hereby requests that the Oakland County Board of Commissioners authorize and approve the granting of the attached easement for overhead electric service and related appurtenances to the Detroit Edison Company for the sum of one dollar. BE IT FURTHER RESOLVED that the Oakland County Parks and Recreation Commission hereby requests that that the Oakland County Board of Commissioners direct its Chairperson or designee to execute the attached easement for overhead electric service and related appurtenances. Moved by: Supported by: 11-2 Date: GRANT OF NON-EXCLUSIVE OVERHEAD EASEMENT IN GROSS Detroit Edison Company (Right of Way No. 711119) THIS EASEMENT IN GROSS located at Highland Oaks County Park, is granted this day of 2008 by the County of Oakland, a Michigan Constitutional Corporation, whose address is 1200 N. Telegraph Road, Pontiac, Michigan 48341, (hereinafter referred to as "Grantor") to the Detroit Edison Company, a Michigan Corporation, whose address is 2000 Second Avenue Detroit, Michigan 48226 (hereinafter referred to as "Grantee"). FOR AND IN CONSIDERATION of One Dollar ($1.00) and other good and valuable consideration, receipt of which is hereby acknowledged, and pursuant to the conditions set forth herein, Grantor does hereby grant to the Grantee, and the Grantee does hereby accept the right to construct, operate, maintain, repair and/or replace overhead electric utility line facilities and related appurtenances, and to provide the Grantee with access to the parcels described in paragraph #1. and Exhibit A., for the limited purpose of maintaining said overhead electric utility line facilities and related appurtenances: 1. Parcel Number(s): 11-03-200-007, 11-03-200-008, 11-03-200-011, 11-03-200-014 and 11-03- 400-012. 2. Grantor's Land is located in the Township of Highland, Oakland County, Michigan and is known as Highland Oaks County Park described as: See attached Exhibit A. 3. Purpose: The purpose of this grant is to provide the Grantee with a permanent (subject to Section 8), non-exclusive Easement in Gross to permit construction, installation, operation, maintenance, replacement and removal of overhead electric utility line facilities and related appurtenances, consisting of poles, guys, anchors, wires, manholes, conduits, pipes, cables, transformers and accessories. Under no circumstances can the easement be used for any other purpose than overhead electric utility line facilities. 4. Access: Grantor will provide Grantee with a reasonable route across Grantor's property to access the easement area for the limited purpose of constructing, installing, operating, maintaining, replacing or removal of the said overhead electric utility line facilities and related appurtenances. However, Grantee shall not perform any maintenance and/or construction activities, including but not limited to work on poles, guys, anchors, wires, manhole, conduits, pipes, cables, transformers and accessories without using its best efforts to obtain prior approval from Grantor, except for emergency repairs. 5. Grant of Easement in Gross: Grantor hereby grants and conveys to Grantee a 12-ft. wide permanent (subject to Section 8), non-exclusive Easement in Gross described as the West 12-ft. of the East 76.00-ft. of Grantor's property as described in the attached Exhibit A for the 11-3 construction, operation, maintenance, replacement and removal of said overhead electric utility line facilities and related appurtenances, as shown on the attached drawing no. RFW711119. 6. Vacation of Existing Easement: By execution of this grant of easement the parties hereby agree to vacate and release the existing 15-ft. wide easement previously granted over the premises as recorded in Liber 14404, Page 759, Oakland County records 7. Trees, bushes, branches, roots, structures and fences. Grantee may trim, cut down, remove or otherwise control any trees, bushes, branches and roots in the easement area that Grantee reasonably believes could interfere with the safe and reliable construction, operation and maintenance of Grantee's facilities. No trees, structures or fences can be planted, grown or installed within eight (8) feet of the front door and within (2) feet of the sides of transformers and switching cabinet enclosures. No buildings will be installed in the Right of Way Area without Grantee's written approval. 8. Interest in Realty: This Grant and Conveyance of an Easement in Gross shall be binding upon and inure to the benefit of the Grantor and Grantee, their, representatives, successors and assigns, and the covenants and grants contained herein shall not benefit any appurtenant parcel of land, and shall only extend to the use of said Easement in Gross for overhead electric utility line facilities. In the event that Grantee, its heirs, representatives, successors and assigns (hereinafter Grantee) shall no longer require the use of said Easement in Gross for the purposes described herein, said easement shall be considered abandoned, and the Easement in Gross shall terminate and be extinguished and, the land shall revert back to Grantor, its heirs, representatives, successors or assigns (hereinafter Grantor), with no interest remaining in Grantee. If this should occur, then upon the request of Grantor, the Grantee shall provide a Release of Easement in Gross to Grantor. If no Release of Easement in Gross is provided to the Grantor within a reasonable period of time, the Grantor may file with the Oakland County Register of Deeds an Abandonment of Easement in Gross which shall act in place of the Release of Easement in Gross, required of the Grantee. If the Easement in Gross is abandoned, terminated or extinguished, then upon the request of Grantor, the Grantee shall remove any structures in the Easement in Gross as requested by Grantor, and restore the Easement in Gross to the condition it was in prior to the removal. 9. Damages: If Grantee's employees, contractors, vehicles or equipment damage Grantor's Land while entering Grantor's Land for the purposes stated in this easement, then Grantee will restore Grantor's Land as nearly as can be to its original condition, except those items which paragraph seven (7) of this Easement prohibits from being placed in the easement, or those items which paragraph (7) allows the Grantee to trim, cut down or remove. 10. Indemnification: Grantee shall also indemnify the Grantor, its elected officials, officers, employees and/or agents against, and shall forever hold them harmless from any and all losses, liability, actions, claims, demands, costs, expenses, injuries or damages of any kind whatsoever which may be brought or made, and which shall be caused by or arise out of any negligent act or omission or willful misconduct of Grantee its, officers, employees, agents, guests, visitors, invitees, or licensees, arising out of the use of the easement or while coming upon the premises. In the event that Grantor and Grantee are found responsible for the same losses, liabilities, actions, claims, demands, costs, expenses, injuries or damages of any kind whatsoever which may be brought or made, and which shall be caused by or arise out of any negligent act or omission or willful misconduct of both of them, then the Grantee will indemnify Grantor only to the extent of Grantee's proportional responsibility for the loss (es) and/or costs associated with the loss(es). 11-4 11. Insurance: Grantee and its contractors, at their own expense, shall maintain the following self insurance coverage's: $3,000,000 Combined Single Limit Commercial General Liability Broad Form Endorsement/or the following as minimum requirements: Broad form property damage including XCU rider Premises/Operations Independent Contractors Blanket) Broad form Contractual Personal Injury -delete contractual exclusion "A" Additional Insureds - the County of Oakland, County Agents and employees and elected and appointed officials of Oakland County; Workers' Compensation as required by law $500,000 Employer's Liability; $1,000,000 Combined Single Limit Automobile Liability, including hired and leased vehicles, and owned and non -owned autos No Fault coverage as required by law; and General Certificates of Insurance. 12. Grantee shall also obtain the required permits, if applicable, from any other municipal or governmental agency. Grantor: County of Oakland, a Michigan Constitutional Corporation BY: Bill Bullard, Jr., Chairperson Oakland County Board of Commissioners STATE OF MICHIGAN ) )SS COUNTY OF OAKLAND ) The foregoing instrument was acknowledged before me this day of 2008, by Bill Bullard, Jr., Chairperson, Oakland County Board of Commissioners, Oakland County Michigan, a Michigan Constitutional Corporation, 1200 N. Telegraph Road, Pontiac, Michigan 48341. Michael D. Hughson, Notary Public Oakland County, Michigan My Commission expires: 5/5/2008 Acting in Oakland County STATE OF MICHIGAN )SS COUNTY OF OAKLAND Grantee: Detroit Edison Company la Its: 11-5 bThe foregoing instrument was acknowledged before me this day of 2008, y Edison Company, 2000 Second Avenue, Detroit, Michigan, 48226. for and on behalf of the Detroit Notary Public Acting in County Drafted by: Michael Hughson, Oakland County Department of Facilities Management, One Public Works Dr., Waterford, Michigan, 48328. Return to: Darcy Stein, Detroit Edison Company, NW Planning & Design 37849 Interchange Dr., Farmington Hills, MI. 48335. Md4/18/08 EXHIBIT A Parcel 11-03-200-007. A parcel of land in the East one-half of fractional Section 3, T3N, R7E, Highland Township, Oakland County, Michigan, described as: Beginning at a point distant N 00056'43" E 1791.30- ft. along the East line of Section 3 from the East one -quarter corner of said Section; thence N 88°51'08" W 1320.00-ft.; thence N 00°56-43" E 419.69-ft.; thence S 88°51'08" E 1320.00-ft.; thence along the East line of said Section S 00°56'43" W 419.69-ft. to the point of beginning. Parcel 11-03-200-008. A parcel of land in the East one-half of fractional Section 3, T3N, R7E, Highland Township, Oakland County, Michigan, described as: Beginning at a point distant N 00056'43" E 1371.30- ft. along the East line of Section 3 from the East one -quarter corner of said Section; thence N 88°51'08" W 1320.00-ft.; thence N 00°56-43" E 420.00-ft.; thence S 88°51'08" E 1320.00-ft.; thence along the East line of said Section S 00056'43" W 420.00-ft. to the point of beginning. Parcel 11-03-200-011. A parcel of land in the East one-half of fractional Section 3, T3N, R7E, Highland Township, Oakland County, Michigan, described as: Beginning at a point distant N 00056'43" E 816.30-ft. along the East line of Section 3 from the East one -quarter corner of said Section; thence N 88°51'08" W 1320.00-ft.; thence N 00056-43" E 555.00-ft.; thence S 88051'08" E 1320.00-ft.; thence along the East line of said Section S 00056'43" W 555.00-ft. to the point of beginning. Parcel 11-03-200-014. A parcel of land in the East one-half of fractional Section 3, T3N, R7E, Highland Township, Oakland County, Michigan, described as: Beginning at the East one -quarter corner of said Section; along the East line of said section S 01030'36" W 371.87-ft.; thence N 89°12'34" W 425.00-ft.; thence N 01007'18" E 1190.81-ft.; thence S 88051'08" E 425.00-ft. to a point on the East line of said Section; thence S 00056'43" W 816.30-ft. to the point of beginning. Subject to an easement for ingress and egress to the described land and land of others over the Southerly 30.00-ft. thereof. Parcel 11-03-400-012. A parcel of land in the East one-half of fractional Section 3, T3N, R7E, Highland Township, Oakland County, Michigan, described as: Beginning at a point distant N 01003-36" E 1882.00- ft. along the East line of Section 3 from the Southeast corner of said Section; N 89°12'34" W 1075.00-ft.; thence S 60031'19" W 797.27-ft.; thence N 29001'05" E 1301.89-ft.; thence along a curve to the right with an arc distance of 153.00-ft. (radius = 560.00-ft., chord distance = 152.52-ft., chord bearing = S 28°38'58" E); thence along a curve to the left with an arc distance of 429.69-ft. (radius = 360.00-ft., chord distance = 404.63-ft., chord bearing S 55000'57" E); thence S 89°12'34" E 743.00-ft. to a point on the East line of said Section; thence along the East line of said Section S 01 003'36" W 385.00-ft. to the point of beginning. 11-6 ITEM #12 APPROVAL AND ACCEPTANCE OF PURCHASE AGREEMENT EAST MICHIGAN DISTRICT OF THE WESLEYAN CHURCH PROPERTY PARCEL NO. 13-24-126-001 (PART) WATERFORD OAKS COUNTY PARK Staff from Oakland County Parks and Recreation and the department of Facilities, Management & Operations, with the assistance of County Corporation Counsel, has negotiated the terms and conditions of the attached purchase agreement to acquire part of parcel no. 13-24-126-001. The purchase is conditioned upon receipt of a negative Environmental Assessment report, the purchase of parcel no. 13-24-126-026, obtaining parcel split approval from Waterford Township and subject to final approval by the Oakland County Board of Commissioners. Description of property: A two-story approximately 2,127-sf house with partially finished basement. Land area: 1.0-ac. Purchase Price: $209,000 Oakland County expenses: Purchase Price: Phase I Environmental Assessment: Phase II Environmental Assessment: Title Insurance & Closing Survey Estimated Total Cost: Seller expenses: Property transfer tax: Appraised value: $209,000 Earnest money deposit: $10,000. $2, 000 $4,000 $1,200 $1,000 $217,200 Property tax prorating $1,798 $209,000. Funding: Oakland County Parks and Recreation Commission Land Acquisition Fund Seller/owner of record: East Michigan District of the Wesleyan Church. Recommendation: It is the recommendation of staff that the Oakland County Parks and Recreation Commission support the acceptance and approval of the attached purchase agreement. 12-1 RESOLUTION SUPPORT FOR THE APPROVAL AND ACCEPTANCE OF THE PURCHASE AGREEMENT FOR PART OF PARCEL NO. 13-24-126-001, 2930 WATKINS LAKE ROAD FOR EXPANSION OF WATERFORD OAKS COUNTY PARK WHEREAS, pursuant to the authorization of the Oakland County Planning and Building Committee and the Oakland County Parks and Recreation Commission, the Department of Facilities Management with the assistance of Oakland County Corporation Counsel have negotiated the terms and conditions of the attached Purchase Agreement with the East Michigan District of the Wesleyan Church, for the purchase of 2930 Watkins Lake Road, Waterford Township, and WHEREAS, pursuant to the terms and conditions of said Purchase Agreement the County of Oakland shall pay the East Michigan District of the Wesleyan Church the sum of $209,000 via a cash sale for the purchase of said property subject to the County performing its required due diligence investigation of the subject property and obtaining parcel split approval from the Township of Waterford, and WHEREAS, sufficient funding for said purchase is available in the Oakland County Parks and Recreation Land Acquisition Fund, and WHEREAS, the Departments of Facilities Management and Corporation Counsel have reviewed and/or prepared all necessary documents related to the attached Purchase Agreement and recommend its approval. NOW THEREFORE BE IT RESOLVED that the Oakland County Parks and Recreation Commission supports the approval and acceptance of the terms and conditions of the attached Purchase Agreement between the County of Oakland as purchaser and the East Michigan District of the Wesleyan Church, seller via a cash sale purchase. BE IT FURTHER RESOLVED that the Oakland County Parks and Recreation Commission has included the EXPENSES for the said project in the budget for FISCAL YEAR 2008; thereby eliminating the need for a BUDGET AMENDMENT. Moved by: Supported by: Date: 12-2 PURCHASE AGREEMENT THIS AGREEMENT made and entered into this day of , 2008, by and between the East Michigan District of the Wesleyan Church, a Michigan Non - Profit Corporation, 5500 S. Belsay Rd., PO Box 190157, Burton, MI 48519, (hereinafter "Seller") and the County of Oakland, a Michigan Municipal and Constitutional Corporation, 1200 N. Telegraph Road, Pontiac, Michigan 48341 (hereinafter "Purchaser"), for the purchase of all right(s), title and interest inclusive of all mineral rights or mineral royalty interest in the real property, described below, located in the Township of Waterford, County of Oakland, State of Michigan (hereinafter the "Premises"); said Premises described as: See Attached Exhibit "A" PURCHASE PRICE/CONSIDERATION Subject to the adjustments and prorations provided for in this Agreement, the purchase price of the Premises shall be Two Hundred Nine Thousand Dollars and no/cents ($209,000.00) payable as follows: 1.1 Earnest Money Deposit. Purchaser will tender to Seller upon Purchaser's Acceptance of this Agreement a draft in the amount of Ten Thousand Dollars ($10,000.00) which Seller acknowledges as good and sufficient Consideration for accepting this Purchase Agreement. Said deposit shall be held by a title company of purchaser's choosing (the "Title Company") in an interest bearing account. The deposit and the interest accrued shall be applied toward the purchase price at the time of closing or be disbursed to the Seller or the Purchaser in accordance with the terms of this Agreement. 1.2 Payment of Balance of Purchase Price. This is a cash sale. At the time of closing, after applying the earnest money deposit plus any accrued interest to the purchase price, the balance of the purchase price minus any costs adjusted at closing will be tendered to Seller by Purchaser or wired by Purchaser to Seller's bank, at Seller's option. 1.3 The Seller, under a separate agreement shall be responsible for and pay any broker or finder fee in connection with this transaction. 1.4 Purchase Contingency. The Seller hereby acknowledges that the Purchaser is engaged in the process of assembling two parcels of land for the expansion of Waterford Oaks County Park. Therefore, the purchase of the Premises is contingent upon 1) the Purchaser entering into a Purchase Agreement for the Roger Kidwell property located directly adjacent to the Premises, and 2) the 12-3 Purchaser at Purchaser's expense receiving a parcel split approval from Waterford Township to divide Seller's property into three parcels one fitting the description of the Premises attached as Exhibit "A". 1.5 The Oakland County Board of Commissioners shall have 90 days from the date of Seller's acceptance of this agreement, to accept this agreement on behalf of the County of Oakland. If the Oakland County Board of Commissioners does not accept this Agreement, then it shall be null and void, and the deposit and interest shall be returned to the Purchaser. 1.6 Due Diligence Contingency. This Purchase Agreement is contingent upon the Due Diligence requirements set forth in Section 5 of this Agreement, and its sub- paragraphs. 1.7 Appliances. The Seller shall retain ownership of and remove all household appliances from the premises upon vacating the property. 2. TITLE CONVEYED 2.1 Title to the Premises shall be conveyed at the Closing from Seller by warranty deed showing no encumbrances except existing easements of record or encumbrances accepted by Purchaser. 2.2 Upon execution of this Purchase Agreement by Seller, Seller agrees not to lease, assign, or grant a security interest or other lien that would encumber the Premises after Closing, and Seller warrants that any assigmnent, security interest or other lien that would encumber the Premises after Closing shall be satisfied out of the consideration transferred at the time of Closing. 2.3 Seller will grant to Purchaser the right to make all Divisions under Section 108 of the Land division Act, Act No. 288 of the Public Acts of Michigan of 1967. 2.4 Seller will convey to Purchaser any and all mineral rights Seller may have in the Premises. TITLE INSURANCE The Purchaser may procure a commitment for an ALTA owner's form of title insurance policy, which policy will be marked up as of Closing and be effective and certified through the date of recording of the title documents, in an amount not less than the purchase price, certified to a date later than the acceptance hereof, and guaranteeing fee simple absolute title in an insurable and marketable condition. Seller agrees to execute a standard form Owner's Affidavit at closing to assist in Purchaser's efforts to obtain 12-4 coverage without standard exceptions. In addition to the representations and warranties contained in said Owner's Affidavit, Seller agrees to execute an affidavit indicating the following: (i) Seller is not on notice, whether actual or anticipated notice, of any pending claims against the Seller that would affect the sale of the property. There are no court orders prohibiting the sale of the property. 4. TITLE OBJECTIONS 4.1. Purchaser shall have twenty (20) days after receipt of the Title Policy to object to the condition of the title, based upon the written opinion of the Purchaser's attorney that the title is not marketable. Upon written notice by Purchaser to Seller that in the opinion of Purchaser's Attorney the title is defective, Seller shall have thirty (30) days from the date Seller is notified of the particular defect(s) claimed, to either (1) remedy the defects, or (2) obtain at its own cost and expense a substitute commitment for title insurance, insuring in a manner satisfactory to Purchaser, the Purchaser's title against such defects claimed. If the Seller fails to remedy the defects or obtain a substitute commitment for title insurance within said period, Purchaser may at its sole option (1) waive said title defects and close subject to same; or, (2) defer the Closing until such time as the defect(s) can be remedied, if such defects can be remedied in a reasonable time; or, (3) terminate this Purchase Agreement. 5. DUE DILIGENCE INVESTIGATIONS The Purchaser will have 90 days after approval and acceptance of this offer by the Oakland County Board of Commissioners (hereinafter "Board"), to conduct the due diligence property investigations in paragraphs 5.1 through 5.3. During the 90 day period, the Purchaser and its agents shall have access to the property in order to conduct the investigations listed below. If during the 90 or 180 day periods the Purchaser, in its sole discretion, gives written notice to Seller that it is not satisfied with the condition of the Premises as evidenced by the due diligence investigations, then Purchaser shall be entitled to the return of its earnest money deposit and any accrued interest thereon. 5.1 PARCEL SPLIT SURVEY AND ALTA/ACSM boundary Survey. Purchaser will obtain, at its own cost, an ALTA/ACSM boundary Survey of the Premises inclusive of a parcel split survey and intermediate staking for future fencing purposes. In addition, Purchaser shall have fifteen (15) days from and after receipt of the survey to determine if the survey matches the property as described in the legal description. If in the written opinion of the Purchaser's attorney the survey does not match the property as described in 12-5 the legal description, then upon written notice by Purchaser to Seller, Seller shall have thirty (30) days from the date Seller is notified of the particular defect(s) claimed, to remedy the defects. If the Seller fails to or cannot remedy the defects, Purchaser may at its sole option (1) waive said defects and close subject to same; or, (2) defer the Closing until such time as the defect(s) can be remedied; or, (3) terminate this Purchase Agreement. 5.2 Phase I Environmental Assessment. The Purchaser shall at its expense obtain a Phase I Environmental Assessment ("Phase 1") performed consistent with applicable ASTM standards. If the Phase 1 Report discloses no environmental concerns, then the Parties will proceed to Closing pursuant to Section 6. If the Phase 1 reveals any contamination that would cause the property to be a Facility under Part 201 of the Michigan Natural Resources Environmental Protection Act, (MCL 324.20101et. seq.), hereinafter Part 201, then at the sole option of Purchaser, Purchaser may: (i) terminate this Agreement and receive back its deposit and any accrued interest; or (ii) it may commission a Phase II Enviromnental Assessment. Purchaser shall notify Seller within 15 days after receipt of the Phase I if it elects to terminate this Agreement for enviromnental reasons. - If the Phase II discloses that the Premises is a Facility, and Purchaser elects to perform a Baseline Environmental Assessment (BEA), then Purchaser shall have an additional 180 days from the time it elects to perform a BEA to submit the BEA together with a Due Care Plan to the Michigan Department of Environmental Quality (hereinafter MDEQ) for a liability determination pursuant to Sections 20126 and 20129a of the Natural Resources and Enviromnental Protection Act. If the Purchaser receives an exemption of liability from the MDEQ and MDEQ accepts the Purchaser's proposed use of the Premises, then the parties will proceed to closing in accordance with paragraph 6. If Purchaser does not receive an exemption of liability from the MDEQ, or if MDEQ requires response activities to be performed, then at the sole option of Purchaser, Purchaser may: (i) terminate this Agreement and receive back its deposit and any accrued interest; or (ii) proceed to closing pursuant to Section 6. Nothing in this Agreement will prohibit the Parties from modifying or extending the date for Closing if such changes are necessary based upon enviromnental issues. Such modification or extension must be agreed to in a written addendum to this Agreement signed by both parties. 5.3 Any other investigations that the Purchaser, in its sole discretion, shall deem 12-6 appropriate. 6. CLOSING AND CLOSING DOCUMENTS. 6.1 If this offer is accepted by the Seller, and if Seller can convey title as agreed and can comply with all of contingencies of sale described herein, the Purchaser agrees to complete the sale on or before , 2008. 6.2 The Closing shall be held at the offices of a Title Company of Purchaser's choosing, or any other mutually convenient location agreed upon by the parties. Purchaser, or the Title Company if Purchaser so elects, will prepare the necessary documents for signatures. 6.3 Purchaser shall notify Seller in writing, twenty (20) days in advance of the Closing date, and shall prepare, or have prepared, and submit to Seller within five (5) days of Closing, all Closing documents required by Purchaser. 6.4 Seller will sign and deliver at Closing, a statutory form of a Warranty Deed conveying fee simple absolute title to the Premises inclusive of all minerals rights or royalties if any (pursuant to Michigan law) in the condition required by this agreement, and a Non -Foreign Persons Affidavit. These documents will have also been reviewed and approved by Purchaser. The Seller will pay any costs or fees required to remove or satisfy outstanding mortgages or other liens. 6.5 Purchaser will pay for the recording of the Deed, any notary fees, and Seller will pay the property transfer tax (revenue stamps). 6.6 At Closing the Seller will sign an Affidavit of No Liens on the Title Company's standard form, sufficient to permit the Title Company to delete the standard Schedule B exceptions. 6.7 At Closing the Seller will sign a Certificate of Accuracy, regarding the Representations made by Seller in Section 12. 6.8 The Seller and Purchaser will sign and/or prepare any other documents necessary to complete the sale and transfer of the Premises. 6.9 Seller will provide to Purchaser an accounting of all rents and fees (if any) that pertain to the Premises and were paid to Seller for periods that extend beyond the date of Closing. Those rents that are for periods that extend beyond the date of Closing shall be prorated back to the date of Closing and Seller shall tender to Purchaser a cashiers check in the amount of those prorated rents, as well as for any other adjustments or charges as reflected by the Closing Statement. 12-7 6.10 Current property taxes shall be prorated on the due date basis of the taxing authority, on the basis of a three -hundred sixty-five (365) day year; Seller being responsible for taxes up to and including the date of closing. 7. POSSESSION. 7.1 Purchaser shall have possession of the Premises at the end of Closing. 7.2 Purchaser agrees that at Closing Purchaser will enter into a separate document leasing the Premises back to Seller for a period of one year with a one time extension of six months. Seller will have the right to terminate said Lease upon thirty (30) days notice to Purchaser at any time during the course of the Lease for any reason or no reason RIGHT OF ENTRY AND ACCESS While this Agreement is in effect, Purchaser and its employees and agents shall have the right to enter and access the Premises at reasonable times, with reasonable notice to the Seller, for the purpose of surveying, testing, environmental impact studies, site plamling, and other such work as Purchaser deems necessary or desirable to determine the Premises' suitability for the conduct of Purchaser's business. However, in the event that this sale does not take place, then Purchaser, at its own expense, shall restore the property to substantially the same condition as exists on the date of this Agreement, to the extent such restoration is necessary, due to Purchaser's actions. 9. DEFAULT OF SELLER. In the event Seller shall default in the performance of its obligations herein, the Purchaser, in addition to other remedies provided by law, may in its sole discretion, elect to proceed under either 9.1 or 9.2, but not both: 9.1 Specifically enforce this Agreement and require specific performance of this contract by judicial decree; or, 9.2 Demand a refund of the entire earnest money deposit plus accrued interest. Return of the deposit shall terminate this Agreement, unless Purchaser has elected to enforce this Agreement as provided in 9.1. 10. DEFAULT OF PURCHASER. In the event the Purchaser shall materially default in the performance of its obligations herein, Seller may, in its sole discretion, elect to proceed under either 10.1 or 10.2, but not both: 12-8 10.1 Specifically enforce this Agreement and require specific performance of this contract by judicial decree; or, 10.2 Declare that the Purchaser has forfeited all rights hereunder and retain the earnest money deposit and interest as liquidated damages. The retention of the earnest money deposit and interest by Seller shall cancel this Agreement and be in full and final satisfaction of any and all claims that the Seller may bring against Purchaser, unless the Seller has elected to enforce this Agreement as provided in 10.1. 11. RISK OF LOSS No risk of loss shall pass to Purchaser prior to Closing. Except as otherwise provided in Section 13, Purchaser acknowledges that Seller (a) has made no representations or warranties whatever with respect to the property (with the exception of title), whether the property complies with any laws, and (b) the inspection rights set forth below are sufficient to enable Purchaser to inspect the property to determine that it is satisfactory to Purchaser. 12. WARRANTIES BY THE SELLER. The Seller warrants to the Purchaser and shall certify to the Purchaser upon the execution of this Agreement as follows: 12.1 The Seller has full authority to enter into and perform this Agreement in accordance with its conditions, without breaching or defaulting on any obligation or commitment that the Seller has to any third parties and will provide Purchaser with any necessary resolutions, waivers and consents, or other documents that verify Seller has the requisite authority, which documents can be attached hereto as Exhibit A. 12.2 The Seller is the fee simple owner of the Premises and will discharge any liens prior to closing. 12.3 To Seller's knowledge, the legal description set forth in this Agreement is an accurate description of the Premises and does not include any adjacent or contiguous land owned by the Seller, or any third party. 12.4 To Sellers knowledge there are no leases, rights of first refusal, contracts, or other agreements of any kind with respect to the 12-9 Premises, which would impair the Purchasers right to receive fee title absolute. 12.5 To Sellers knowledge there are no lawsuits, actions, or proceedings pending, or, to the best of the Seller's knowledge, threatened by any party, including governmental authorities or agencies, against or involving the Premises which would affect the Seller's ability to convey the Premises. 12.6 The Seller has no notice or knowledge of: (1) any plamled or commenced public improvements that might result in special assessments or otherwise directly and materially affect the Premises; (2) any government agency or court order requiring corrections of any existing conditions; (3) any request by an insurer or a mortgagee of the Premises requiring correction of any existing conditions. 12.7 Seller has not used the Premises for the purpose of disposing of, refining, generating, manufacturing, producing, storing, handling, treating, transferring, processing or transporting Hazardous Materials. 12.8 As used in this Agreement, the term "Hazardous Materials" shall mean any hazardous or toxic substances, wastes or materials, or flammable explosives, including, without limitation, those described in the Comprehensive Envirommental Response, Compensation and Liability Act of 1980, as amended, the Hazardous Materials Transportation Act, as amended, the Resource Conservation and Recovery Act, Parts 20, 211 and 213 of the Natural Resources Environmental Protection Act, and all rules, regulations and policies promulgated thereto (collectively, the "Environmental Laws"). 13. WARRANTIES BY THE PURCHASER. The Purchaser warrants to the Seller as follows: (1) The Purchaser is a Michigan Municipal and Constitutional Corporation. (2) The Purchaser has full authority and funding to enter into and perform this Agreement in accordance with its conditions, and will provide Seller with 12-10 the pertinent resolution which will be attached as Exhibit B. 14. SURVIVAL OF THE WARRANTIES. The warranties of the Parties contained in this Purchase Agreement shall survive for two (2) years after Closing. 15. LIABILITY Seller shall be liable for and defend any and all alleged losses, claims, suits, causes of action, litigation, or other demands for damages of any kind, pertaining to the Premises prior to Closing, except those losses, claims, suits, causes of action, litigation, or other demands for damages, arising solely out of the acts of Purchaser or Purchaser's agent(s) while performing any surveys or due diligence inspections of the Premises prior to the Closing, and Seller shall be responsible for paying any and all judgments, damages awarded, costs and expenses (including attorney fees and court costs) and any other liabilities that result from any such alleged losses, claims, suits, causes of action, litigation, or other demands for damages of any kind pertaining to the Premises prior to the Closing, except as noted above in this paragraph. 16. BINDING EFFECT. 16.1 The covenants herein shall be binding upon and inure to the benefit of the administrators and governing body of the parties, as well as any successor administrators or successor governing bodies of the parties. 16.2 This agreement is not binding until executed by both parties. 17. CONDEMNATION. In the event of the institution or proposal of institution of condemnation proceedings prior to Closing, Purchaser shall have the option, in its sole discretion, to terminate this Agreement and receive back the earnest money deposit and any accrued interest, or proceed to Closing. If Purchaser proceeds to Closing, Seller shall assign to Purchaser any and all of Seller's rights to any award or future award pertaining to the Premises, or shall pay to Purchaser any actual payment or award made to Seller as a result of the institution or proposal to institute condemnation. 18. NOTICE. Any notice, request, demand, consent, approval or other communication given hereunder shall be in writing and shall be sent by registered or certified mail, return receipt requested, addressed to the other party at its address as set forth below: 12-11 Seller: Purchaser: Michael Hughson County of Oakland Department of Facilities Management 1 Public Works Dr. Waterford, Michigan 48328 Any party may, by notice given as aforesaid, change its address for any notice. Any notice by either party shall be sufficient if signed on behalf of said party by any elected or appointed official thereof. 19. TIME OF THE ESSENCE. Time is of the essence for this Agreement. 20. CHOICE OF LAW. This Agreement shall be governed by and construed in accordance with the laws of the State of Michigan that are applied to contracts made and to be performed in this State. Venue for any disputes shall be the Oakland County Circuit Court, the Fiftieth District Court, or the United States District Court for the Eastern District of Michigan, unless this paragraph violates any provision of the Michigan Court Rules, or the United States Code. 21. USE OF WORDS. The pronouns and relative words used in this Agreement shall be read interchangeably in masculine, feminine or neuter, singular or plural, as the context requires. 22. SEVERABILITY. If a term, condition, or provision of this Agreement is found by a court of competent jurisdiction to be invalid, unenforceable, or to violate or contravene federal or state law, then the term, condition, or provision shall be deemed severed from this Agreement; all other terms, conditions and provisions shall remain in fiill force and effect. 23. WAIVER. No waiver of any term, provision or condition of this Agreement, whether by conduct or otherwise, in one or more instances, shall be deemed or construed as a fiirther continuing waiver of a term, provision or condition of this Agreement 24. BINDING EFFECT. The terms and conditions of this Agreement shall be binding and shall inure to the benefit of the Parties and their respective heirs, representatives, successors and assigns. 25. ENTIRE AGREEMENT. This document contains the entire agreement of the parties and supersedes all prior agreements, oral or written, between them. It may not be modified, changed or altered unless reduced to writing and signed by each of the parties hereto. 26. NO THIRD PARTY BENEFICIARIES. Except as provided for the benefit of the Parties, 12-12 this Purchase Agreement does not and is not intended to create any obligation, duty, promise, contractual right or benefit, right to be indemnified, right to be subrogated to the Parties' rights in this Purchase Agreement, and/or any other right, in favor of any other person or entity. IN WITNESS WHEREOF, the parties have executed this Agreement as of the dates indicated below. WITNESSED BY: Michael D. Hughson Date: WITNESSED BY: 2008. PURCHASER: County of Oakland a Michigan Municipal And Constitutional Corporation By: Bill Bullard, Jr., Chairperson Oakland County Board of Commissioners Seller's Acceptance SELLER: The East Michigan District of the Wesleyan Church, a Michigan Non -Profit Corporation By: Richard Meeks, District Superintendent The foregoing instrument was acknowledged before me in County, Michigan on this day of , 2008, Michigan by Richard Meeks, District Superintendent of the East Michigan District of the Wesleyan Church, Seller, who acknowledged before me that he has taken all actions and secured any and all necessary approvals and authorizations and has the requisite authority from the Seller to bind the Seller to this Agreement. 2/20/08 , Notary Public Michigan acting in , Michigan. My Commission expires: 12-13 EXHIBIT A Preliminary Legal Description 2930 Watkins Lake Road Part of Parcel 13-24-126-001 Part of the Northwest 1/4 of Section 24, T3N, R9E, Waterford Township Oakland County, Michigan described as: Commencing at the Northwest Section corner, thence S 89°55' 12"E along the north Section line a distance of 551.79-ft. to the point of beginning, thence continuing S 89°55' 12"E along the north Section line 207.21-ft. to a point, thence S 24°57'20"W 169.00-ft., thence Northwesterly to the point of beginning. Also, that part of the Northwest 1/4 of said Section 13 described as Commencing at the Northwest Section corner, thence S 89°55' 12"E along the north Section line 759.00-ft., thence S 24°57'20"W 169.00-ft. to the point of beginning, thence continuing S 24°57'20"W 436-ft. to the North right of way line of Watkins Lake Road, thence N43°36'39"W 167.00-ft., thence Northeasterly to the point of beginning. 12-14 ITEM #13 APPROVAL AND ACCEPTANCE OF PURCHASE AGREEMENT TOLLIVER PROPERTY PARCEL NO# 13-13-152-006 WATERFORD OAKS COUNTY PARK Staff from Oakland County Parks and Recreation and the department of Facilities, Management & Operations, with the assistance of County Corporation Counsel, has negotiated the terms and conditions of the attached purchase agreement to acquire parcel no. 13-13-152-006. The purchase is conditioned upon receipt of a negative Environmental Assessment report and subject to final approval by the Oakland County Board of Commissioners. Purchase Price: $950,000. ($58,970/ac.) Description of property: Vacant triangular shaped; 16.11-ac. See attached Exhibit. Zoning: M-2, General Industrial. Oakland County expenses: Purchase Price: Phase I Environmental Assessment: Phase II Environmental Assessment: Closing Fee Estimated Total Cost: Seller expenses: Title Insurance: Survey: Property transfer tax: Appraised value: $959,360 to $1,230,868. $950,000 Earnest money deposit: $10,000. $2,500 $5,000 $200 $957,700 Property tax prorating $2,678 $5,000 $8,170 Funding: Oakland County Parks and Recreation Commission Land Acquisition Fund Seller/owner of record: Homer and Cynthia Tolliver, Ortonville, MI. Recommendation: It is the recommendation of staff that the Oakland County Parks and Recreation Commission support the acceptance and approval of the attached purchase agreement. 13-1 RESOLUTION SUPPORT FOR THE APPROVAL AND ACCEPTANCE OF THE PURCHASE AGREEMENT FOR PARCEL NO# 13-13-152-006, VACANT ALLIANCE DRIVE FOR EXPANSION OF WATERFORD OAKS COUNTY PARK WHEREAS, pursuant to the authorization of the Oakland County Planning and Building Committee and the Oakland County Parks and Recreation Commission, the Department of Facilities Management with the assistance of Oakland County Corporation Counsel have negotiated the terms and conditions of the attached Purchase Agreement with Mr. and Mrs. Homer Tolliver, for the purchase of 16.11-ac. of vacant land located at the east terminus of Alliance Drive, Waterford Township, and WHEREAS, pursuant to the terms and conditions of said Purchase Agreement the County of Oakland shall pay Homer and Cynthia Tolliver, husband and wife the sum of $950,000 via a cash sale for the purchase of said property subject to the County performing its required due diligence investigation of the subject property, and WHEREAS, sufficient funding for said purchase is available in the Oakland County Parks and Recreation Land Acquisition Fund, and WHEREAS, the Departments of Facilities Management and Corporation Counsel have reviewed and/or prepared all necessary documents related to the attached Purchase Agreement and recommend its approval. NOW THEREFORE BE IT RESOLVED that the Oakland County Parks and Recreation Commission supports the approval and acceptance of the terms and conditions of the attached Purchase Agreement between the County of Oakland as purchaser and Homer and Cynthia Tolliver, husband and wife, sellers via a cash sale purchase. BE IT FURTHER RESOLVED that the Oakland County Parks and Recreation Commission has included the EXPENSES for the said project in the budget for FISCAL YEAR 2008; thereby eliminating the need for a BUDGET AMENDMENT. Moved by: Supported by: Date: 13-2 PURCHASE AGREEMENT THIS AGREEMENT made and entered into this day of 2008, by and between Homer Tolliver and Cynthia Tolliver, husband and wife PO Box 179, Ortonville, MI 48462 (hereinafter "Seller") and the COUNTY OF OAKLAND, a Michigan Municipal and Constitutional Corporation, 1200 N. Telegraph Road, Pontiac, Michigan 48341 (hereinafter "Purchaser"), for the purchase of all right(s), title and interest in the real property, described below, located in the Township of Waterford, County of Oakland, State of Michigan (hereinafter the "Premises"); said Premises described as: Parcel No. 13-13-152-006 Part of the West 1/2 of Section 13 T3N, R9E, Waterford Township, Oakland County, Michigan being more particularly described as: Beginning at a point distant S 03°20'00" W 518.00-ft. and S 86022'28" E 1096.61-ft. from the West'/4 Corner of said Section 13, thence N 02' 18'51" E 892.55-ft.; thence N 41°11'35" W 231.44-ft.; thence N 86029'05" W 82.91-ft.; thence N 86057'01" W. 84.41-ft.; thence N 03035' 18" E 9.84-ft.; thence N 86°29'05" W 19.74-ft. to a point being on the Easterly terminus of Alliance Drive (also being the Southeast corner of "Supervisor's Plat No. 20" recorded in Liber 54, Page 48 O.C.R.D.); thence N 03'13' 12" E 50.00-ft.; thence S 86°57'01" E 104.15-ft.; thence S 86°29'05" $ 108.18-ft.; thence S 41'11'35" E 1421.60-ft.; thence N 480 50' 00" E 335.39-ft. to a point on the Southerly right of way line of Grand Trunk Western Railroad; thence along said Southerly right of way line S 40'26' 10" E 692.02-ft.; thence N 80041'32" W 1543.76-ft.; thence N 86°22'23" W 26.48-ft. to the point of beginning. Subject to a 60-ft. easement for egress, ingress and public utilities, described as: Beginning at the Easterly terminus of Alliance Drive (Platted as Williamson Drive) as Platted on "Supervisor's Plat No. 20" recorded in Liber 54, Page 48, O.C.R.D., said point also being the Southeast corner of said Plat: thence from said point of beginning N 03' 13' 12" E 50.00-ft.; thence S 86°57'01" E 104.15-ft.; thence S 86°29'05" E 108.18-ft.; thence S 41011'35" E 280.42- ft.; thence 02'18'51" W 921.21-ft.; N 80°41'32" W 33.78-ft.; thence N 86°22'23" W 26.48-ft.; thence N 02°18'51" E 892.55-ft.; thence N 41011'35" W 231.44-ft.; thence N 86°29'05"W 82.91-ft.; thence N 86°57'01" W 84.41-ft.; thence N 0303 5'18" E 9.84-ft., thence N 86°29'05" W 19.74-ft. to the beginning. Containing 16.11-ac. more or less. Legal Descriptions is preliminary and is subject to a final survey. PURCHASE PRICE/CONSIDERATION Subject to the adjustments and prorations provided for in this Agreement, the purchase price of the Premises shall be $950,000.00 Dollars, payable as follows: 1.1 Earnest Money Deposit. Purchaser will tender to Seller upon Sellers Acceptance of this Agreement a draft in the amount of Ten Thousand Dollars ($10,000.00) which Seller ackiiowledges as good and sufficient Consideration for accepting this Purchase Agreement. Said deposit shall be held by a Title Insurance Company of Purchaser's choosing (the "Title Company") in an interest bearing 13-3 account. The deposit and the interest accrued shall be applied toward the purchase price at the time of closing or be disbursed to the Seller or the Purchaser in accordance with the terms of this Agreement. 1.2 Payment of Balance of Purchase Price. This is a cash sale. At the time of closing, after applying the earnest money deposit to the purchase price, the balance of the purchase price minus any costs adjusted at closing will be tendered to Seller by Purchaser or wired by Purchaser to Seller's bank, at Seller's option. 1.3 Commission. The Seller, under a separate agreement shall be responsible for and pay any broker or finder fee in connection with this transaction. 1.4 Acceptance. The Oakland County Board of Commissioners shall have sixty (60) days from the date of Seller's acceptance of this Agreement, to accept this Agreement on behalf of the County of Oakland. If the Oakland County Board of Commissioners does not accept this Agreement then it shall be null and void, and the deposit and interest shall be returned to the Purchaser. 1.5 Due Diligence Contingency. This Purchase Agreement is contingent upon the Due Diligence requirements set forth in Paragraph 5 of this Agreement, and its sub -paragraphs. 2. TITLE CONVEYED 2.1 Title to the Premises shall be conveyed at the Closing from Seller by warranty deed showing no exceptions except those exceptions to title identified in the Title Commitment delivered to Purchaser under Section three (3). 2.2 Upon execution of this Purchase Agreement by Seller, Seller agrees not to lease, assign, or grant a security interest or other lien that would encumber the Premises after Closing, and Seller warrants that any assignment, security interest or other lien that would encumber the Premises after Closing shall be satisfied out of the consideration transferred at the time of Closing. 2.3 Seller will grant to Purchaser the right to make all Divisions under Section 108 of the Land Division Act, Act No. 288 of the Public Acts of Michigan of 1967. 2.4 Seller will convey to Purchaser any and all mineral rights Seller may have in the Premises. TITLE INSURANCE 13-4 Seller will procure a commitment for an ALTA owner's form of title insurance policy, a copy of which will be delivered to Purchaser, which policy will be marked up as of Closing and be effective and certified through the date of recording of the title documents, in an amount not less than the purchase price, certified to a date later than the acceptance hereof, and guaranteeing fee simple absolute title in an insurable and marketable condition. Seller agrees to execute a standard form Owner's Affidavit at closing to assist in Purchaser's efforts to obtain coverage without standard exceptions. In addition to the representations and warranties contained in said Owner's Affidavit, Seller agrees to execute an affidavit indicating the following: (i) Seller is not on notice, whether actual or anticipated, of any pending claims against the Seller that would affect the sale of the property. (ii) There are no court orders prohibiting the sale of the property. 4. TITLE OBJECTIONS 4.1. Purchaser shall have twenty (20) days after receipt of the Title Policy to object to the condition of the title, based upon the written opinion of the Purchaser's attorney that the title is not marketable. Upon written notice by Purchaser to Seller that in the opinion of Purchaser's Attorney the title is defective, Seller shall have thirty (30) days from the date Seller is notified of the particular defect(s) claimed, to either (1) remedy the defects, or (2) obtain at its own cost and expense a substitute commitment for title insurance, insuring in a manner satisfactory to Purchaser, the Purchaser's title against such defects claimed. If the Seller fails to remedy the defects or obtain a substitute commitment for title insurance within said period, Purchaser may at its sole option (1) waive said title defects and close subject to same; (2) defer the Closing until such time as the defect(s) can be remedied, if such defects can be remedied in a reasonable time; or, (3) terminate this Purchase Agreement. 5. DUE DILIGENCE INVESTIGATIONS The Purchaser will have 90 days after approval and acceptance of this offer by the Oakland County Board of Commissioners (hereinafter "Board"), to conduct the due diligence property investigations in paragraphs 5.1 through 5.3. During the 90 day period, the Purchaser and its agents shall have access to the property in order to conduct the investigations listed below. If during the 90 or 180 day periods the Purchaser, in its sole discretion, gives written notice to Seller that it is not satisfied with the condition of the Premises as evidenced by the due diligence investigations, then Purchaser shall be entitled to the return of its earnest money deposit and any accrued interest thereon and this Agreement shall be considered null and void. 13-5 5.1 The Seller will procure and pay for an ALTA/ACSM boundary Survey of the . The Purchaser will pay any additional costs associated with the splitting of the parcel. In addition, Purchaser shall have twenty (20) days from and after receipt of the survey to determine if the survey matches the property as described in the legal description. If in the written opinion of the Purchaser's attorney the survey does not match the property as described in the legal description, then upon written notice by Purchaser to Seller, Seller shall have thirty (30) days from the date Seller is notified of the particular defect(s) claimed, to remedy the defects. If the Seller fails to or cannot remedy the defects, Purchaser may at its sole option (1) waive said defects and close subject to same; (2) defer the Closing until such time as the defect(s) can be remedied; or, (3) terminate this Purchase Agreement. 5.2 Phase I Environmental Assessment. Purchaser will have a Phase I Environmental Assessment ("Phase I") performed consistent with applicable ASTM standards. If the Phase 1 Report discloses no envirommental concerns, then the Parties will proceed to Closing pursuant to Section 6. If the Phase 1 reveals any contamination that would cause the property to be a Facility under Part 201 of the Michigan Natural Resources Environmental Protection Act, (MCL 324.20101et. seq.), hereinafter Part 201, then at the sole option of Purchaser, Purchaser may: (i) terminate this Agreement and receive back its deposit and any accrued interest; or (ii) it may commission a Phase II Environmental Assessment. Purchaser shall notify Seller within 15 days after receipt of the Phase I if it elects to terminate this Agreement for environmental reasons. If the Phase 11 discloses that the Premises is a Facility, and Purchaser elects to perform a Baseline Environmental Assessment (BEA), then Purchaser shall have an additional 180 days from the time it elects to perform a BEA to submit the BEA together with a Due Care Plan to the Michigan Department of Environmental Quality (hereinafter MDEQ) for a liability determination pursuant to Sections 20126 and 20129a of the Natural Resources and Environmental Protection Act. If the Purchaser receives an exemption of liability from the MDEQ and MDEQ accepts the Purchaser's proposed use of the Premises, then the parties will proceed to closing in accordance with paragraph 6. If Purchaser does not receive an exemption of liability from the MDEQ, or if MDEQ requires response activities to be performed, then at the sole option of Purchaser, Purchaser may: (i) terminate this Agreement and receive back its deposit and any accrued interest; or (ii) proceed to closing pursuant to Section 6. Nothing in this Agreement will prohibit the Parties from modifying or extending 13-6 the date for Closing if such changes are necessary based upon environmental issues. Such modification or extension must be agreed to in a written addendum to this Agreement signed by both parties. 5.3 The Purchaser may perform or commission any other investigations that the Purchaser, in its sole discretion, deems appropriate. 6. CLOSING AND CLOSING DOCUMENTS. 6.1 If this offer is accepted by the Seller, and if Seller can convey title as agreed and can comply with all of contingencies of sale described herein, the Purchaser agrees to complete the sale on or before 120 days after the date of signature of Purchaser, or 60 days after all Environmental concerns have been resolved to the satisfaction of Purchaser. 6.2 The Closing shall be held at the offices of a Title Company of Purchaser's choosing, or any other mutually convenient location agreed upon by the parties. Purchaser, or the Title Company if Purchaser so elects, will prepare the necessary documents for signatures. 6.3 Purchaser shall notify Seller in writing, twenty (20) days in advance of the Closing date, and shall prepare, or have prepared, and submit to Seller within five (5) days of Closing, all Closing documents required by Purchaser. 6.4 Seller will sign and deliver at Closing, a statutory form of a Warranty Deed conveying fee simple absolute title to the Premises (pursuant to Michigan law) in the condition required by this Agreement, and a Non -Foreign Persons Affidavit. These documents will have also been reviewed and approved by Purchaser. Seller will pay for the recording of the Deed, any notary fees, the property transfer tax (revenue stamps), and any fees required to remove or satisfy outstanding mortgages or other liens. 6.5 At Closing the Seller will sign an Affidavit of No Liens on the Title Company's standard form, sufficient to permit the Title Company to delete the standard Schedule B exceptions. 6.6 At Closing the Seller will sign a Certificate of Accuracy. 6.7 The Seller and Purchaser will sign and/or prepare any other documents necessary to complete the sale and transfer of the Premises. 6.8 Seller will provide to Purchaser an accounting of all rents and fees (if any) that pertain to the Premises and were paid to Seller for periods that extend beyond the date of Closing. Those rents that are for periods that extend beyond the date of 13-7 Closing shall be prorated back to the date of Closing and Seller shall tender to Purchaser a cashiers check in the amount of those prorated rents, as well as for any other adjustments or charges as reflected by the Closing Statement. 6.9 Current property taxes shall be prorated on the due date basis of the taxing authority, on the basis of a three -hundred sixty-five (365) day year; Seller being responsible for taxes up to and including the date of closing. 7. POSSESSION. Purchaser shall have possession of the Premises at the end of Closing. 8. RIGHT OF ENTRY AND ACCESS While this Agreement is in effect, Purchaser and its employees and agents shall have the right to enter and access the Premises at reasonable times, with reasonable notice to the Seller, for the purpose of surveying, testing, enviroiunental impact studies, site planning, and other such work as Purchaser deems necessary or desirable to determine the Premises' suitability for the conduct of Purchaser's business. However, in the event that this sale does not take place, then Purchaser, at its own expense, shall restore the property to substantially the same condition as existed on the date of this Agreement, to the extent such restoration is necessary due to Purchaser's actions. 9. DEFAULT OF SELLER. In the event Seller shall default in the performance of its obligations herein, the Purchaser, in addition to other remedies provided by law, may in its sole discretion, elect to proceed under either 9.1 or 9.2, but not both: 9.1 Specifically enforce this Agreement and require specific performance of this contract by judicial decree; or, 9.2 Demand a refund of the entire earnest money deposit plus accrued interest. Return of the deposit shall terminate this Agreement, unless Purchaser has elected to enforce this Agreement as provided in 9.1. 10. DEFAULT OF PURCHASER. In the event the Purchaser shall materially default in the performance of its obligations herein, Seller may, in its sole discretion, elect to proceed under either 10.1 or 10.2, but not both: 10.1 Specifically enforce this Agreement and require specific 13-8 performance of this contract by judicial decree; or, 10.2 Declare that the Purchaser has forfeited all rights hereunder and retain the earnest money deposit and interest as liquidated damages. The retention of the earnest money deposit and interest by Seller shall cancel this Agreement and be in full and final satisfaction of any and all claims that the Seller may bring against Purchaser under this Agreement, unless the Seller has elected to enforce this Agreement as provided in 10.1. 11. RISK OF LOSS No risk of loss shall pass to Purchaser prior to Closing. Except as otherwise provided in Section 12, Purchaser acknowledges that Seller (a) has made no representations or warranties whatever with respect to the property (with the exception of title), whether the property complies with any laws, and (b) the inspection rights set forth in this Purchase Agreement are sufficient to enable Purchaser to inspect the property to determine that it is satisfactory to Purchaser. 12. WARRANTIES BY THE SELLER. The Seller warrants to the Purchaser and shall certify to the Purchaser upon the execution of this Agreement as follows: 12.1 The Seller has full authority to enter into and perform this Agreement in accordance with its conditions, without breaching or defaulting on any obligation or commitment that the Seller has to any third parties and will provide Purchaser with any necessary resolutions, waivers and consents, or other documents that verify Seller has the requisite authority, which documents can be attached hereto as Exhibit A. 12.2 The Seller is the fee simple owner of the Premises and will discharge any liens prior to or at Closing. 12.3 To Seller's actual knowledge, the legal description set forth in this Agreement is an accurate description of the Premises and does not include any adjacent or contiguous land owned by the Seller, or any third party. 12.4 To Sellers actual knowledge there are no leases, rights of first refusal, contracts, or other agreements of any kind with respect to the Premises, which would impair the Purchasers right to receive fee title absolute. 13-9 12.5 To Sellers actual knowledge there are no lawsuits, actions, or proceedings pending, or, to the best of the Seller's knowledge, threatened by any party, including governmental authorities or agencies, against or involving the which would affect the Seller's ability to convey the . 12.6. The Seller has no notice or knowledge of. (1) any planned or commenced public improvements that might result in special assessments or otherwise directly and materially affect the Premises; (2) any government agency or court order requiring corrections of any existing conditions; (3) any request by an insurer or a mortgagee of the Premises requiring correction of any existing conditions. 12.7 Seller has not used the Premises for the purpose of disposing of, refining, generating, manufacturing, producing, storing, handling, treating, transferring, processing or transporting Hazardous Materials. 12.8 As used in this Agreement, the term "Hazardous Materials" shall mean any hazardous or toxic substances, wastes or materials, or flaminable explosives, including, without limitation, those described in the Comprehensive Environmental Response, Compensation and Liability Act of 1980, as amended, the Hazardous Materials Transportation Act, as amended, the Resource Conservation and Recovery Act, Parts 20, 211 and 213 of the Natural Resources Environmental Protection Act, and all rules, regulations and policies promulgated thereto (collectively, the `Environmental Laws"). 13. WARRANTIES BY THE PURCHASER. The Purchaser warrants to the Seller as follows: (1) The Purchaser is a Michigan Municipal and Constitutional Corporation. (2) The Purchaser has full authority and funding to enter into and perform this Agreement in accordance with its conditions, and will provide Seller with the pertinent resolution which will be attached as Exhibit B. 14. SURVIVAL OF CERTAIN PARAGRAPHS. 13-10 The warranties of the Parties contained in this Purchase Agreement shall survive for two (2) years after Closing. 15. LIABILITY Seller shall be liable for and defend any and all alleged losses, claims, suits, causes of action, litigation, or other demands for damages of any kind, pertaining to the prior to Closing (except those losses, claims, suits, causes of action, litigation, or other demands for damages, arising solely out of the acts of Purchaser or Purchaser's agent(s) while performing any surveys or due diligence inspections of the Premises prior to the Closing), and Seller shall be responsible for paying any and all judgments, damages awarded, costs and expenses (including attorney fees and court costs) and any other liabilities that result from any such alleged losses, claims, suits, causes of action, litigation, or other demands for damages of any kind pertaining to the prior to the Closing, except as noted above in this paragraph. 16. BINDING EFFECT. 16.1 The covenants herein shall be binding upon and inure to the benefit of the administrators and governing body of the parties, as well as any successor administrators or successor governing bodies of the parties. 16.2 This Agreement is not binding until executed by both parties. 17. CONDEMNATION. In the event of the institution or proposal of institution of condemnation proceedings prior to Closing, Purchaser shall have the option, in its sole discretion, to terminate this Agreement and receive back the earnest money deposit and any accrued interest, or proceed to Closing. If Purchaser proceeds to Closing, Seller shall assign to Purchaser any and all of Seller's rights to any award or future award pertaining to the Premises, or shall pay to Purchaser any actual payment or award made to Seller as a result of the institution or proposal to institute condemnation. 18. NOTICE. Any notice, request, demand, consent, approval or other communication given hereunder shall be in writing and shall be sent by registered or certified mail, return receipt requested, addressed to the other party at its address as set forth below: Seller: Homer Tolliver PO Box 179 Ortonvile, Michigan 48462 13-11 Purchaser: Michael Hughson County of Oakland Facilities Management 1 Public Works Dr. Waterford, Michigan 48328 Any party may, by notice given as aforesaid, change its address for any notice. Any notice by either party shall be sufficient if signed on behalf of said party by any owner or elected or appointed official thereof. 19. TIME OF THE ESSENCE. Time is of the essence for this Agreement. 20. CHOICE OF LAW. This Agreement shall be governed by and construed in accordance with the laws of the State of Michigan that are applied to contracts made and to be performed in this State. Venue for any disputes shall be the Oakland County Circuit Court, the Fiftieth District Court, or the United States District Court for the Eastern District of Michigan, unless this paragraph violates any provision of the Michigan Court Rules, or the United States Code. 21. USE OF WORDS. The pronouns and relative words used in this Agreement shall be read interchangeably in masculine, feminine or neuter, singular or plural, as the context requires. 22. SEVERABILITY. If a term, condition, or provision of this Agreement is found by a court of competent jurisdiction to be invalid, unenforceable, or to violate or contravene federal, state, or local law, then the term, condition, or provision shall be deemed severed from this Agreement; all other terms, conditions and provisions shall remain in frill force and effect unless the portion of the Agreement renders the remainder of the Agreement a nullity. 23. WAIVER. No waiver of any term, provision or condition of this Agreement, whether by conduct or otherwise, in one or more instances, shall be deemed or construed as a further continuing waiver of a term, provision or condition of this Agreement 24. BINDING EFFECT. The terms and conditions of this Agreement shall be binding and shall inure to the benefit of the Parties and their respective heirs, representatives, successors and assigns. 25. ENTIRE AGREEMENT. This document contains the entire agreement of the parties and supersedes all prior agreements, oral or written, between them. It may not be modified, changed or altered unless reduced to writing and signed by each of the parties hereto. 26. THIRD PARTY BENEFICIARIES. Except as provided for the benefit of the parties, this 13-12 Agreement does not and is not intended to create any obligations, duty, promise, contractual right or benefit, right to be indemnified, right to be subrogated to the parties rights in this Agreement, and/or any other right in favor of any other person or entity. IN WITNESS WHEREOF, the parties have executed this Agreement as of the dates indicated below. WITNESSED BY: Michael D. Hughson Date: 2008. PURCHASER: County of Oakland a Michigan Municipal And Constitutional Corporation By: Bill Bullard, Jr., Chairperson Oakland County Board of Commissioners Seller's Acceptance The above offer is accepted by Seller, who agrees to be bound by all of the terms and conditions contained therein. WITNESSED BY: Date: 2008. SELLERS Homer Tolliver Cynthia Tolliver 13-13 4/11/08 -AKLAND Tor"Y Waterford Oaks County Park 1680 Scott Lake Road Waterford, MI 48328 Oakland County Parks & Recreation 2800 Watkins Lake Road Waterford, MI 48328 Daniel Stencil Map Created May 27, 2008 Executive Officer M 'Tho information provided herewith has beencompiled from recorded deeds, plats, tax maps, surveys and other public records. It Is not a legally recorded map or survey and is not intended to be used as one. Users should consult the Information sources mentioned above when questions Waterford Oaks Tolliver Property Acquisition OC Tax Parcels Park Boundary Acquisition Target Dalton Industries Mterford Oaks county Park - 2006 Aerial Feet 0 155 310 620 ITEM // 14 APPROVAL AND ACCEPTANCE OF PURCHASE AGREEMENT DALTON INDUSTRIES PROPERTY - PARCEL NO. 13-13-152-004 (PART) WATERFORD OAKS COUNTY PARK Staff from Oakland County Parks and Recreation and the department of Facilities, Management & Operations, with the assistance of County Corporation Counsel, has negotiated the terms and conditions of the attached purchase agreement to acquire part of parcel no. 13-13-152-004. The purchase is conditioned upon receipt of a negative Environmental Assessment Report, obtaining parcel split approval from Waterford Township and subject to final approval by the Oakland County Board of Commissioners. Purchase Price: $270,000 ($43,974/ac.) Description of property: Vacant rectangular shaped. See attached Exhibit. Zoning: M-2, General Industrial. Oakland County estimated expenses: Purchase Price: Phase I Environmental Assessment: Phase If Environmental Assessment: Closing Fee Estimated Total Cost: Seller expenses: Title Insurance: Survey: Property transfer tax: Appraised value: $365,637 to $469,120. $270,000 Earnest money deposit: $10,000. $2,500 $5,000 $200 $277,700 Property tax prorating $1,135 $4, 000 $2,322 Seller/owner of record: Dalton Industries, LLC, Waterford, MI. Funding: Oakland County Parks and Recreation Commission Land Acquisition Fund Recommendation: It is the recommendation of staff that the Oakland County Parks and Recreation Commission support the acceptance and approval of the attached purchase agreement. 14-1 RESOLUTION SUPPORT FOR THE APPROVAL AND ACCEPTANCE OF THE PURCHASE AGREEMENT - PARCEL NO. 13-13-162-004 (PART), VACANT ALLIANCE DRIVE FOR EXPANSION OF WATERFORD OAKS COUNTY PARK WHEREAS, pursuant to the authorization of the Oakland County Planning and Building Committee and the Oakland County Parks and Recreation Commission, the Department of Facilities Management with the assistance of Oakland County Corporation Counsel have negotiated the terms and conditions of the attached Purchase Agreement with Dalton Industries, LLC, for the purchase of 6.14-ac. of vacant land located at the easterly terminus of Alliance Drive, Waterford Township, and WHEREAS, pursuant to the terms and conditions of said Purchase Agreement the County of Oakland shall pay Dalton Industries, LLC the sum of $270,000 via a cash sale for the purchase of said property subject to the County performing its required due diligence investigation of the subject property and obtaining parcel split approval from the Township of Waterford, and WHEREAS, sufficient funding for said purchase is available in the Oakland County Parks and Recreation Land Acquisition Fund, and WHEREAS, the Departments of Facilities Management and Corporation Counsel have reviewed and/or prepared all necessary documents related to the attached Purchase Agreement and recommend its approval. NOW THEREFORE BE IT RESOLVED that the Oakland County Parks and Recreation Commission supports the approval and acceptance of the terms and conditions of the attached Purchase Agreement attached Purchase Agreement between the County of Oakland as purchaser and Dalton Industries, LLC, seller via a cash sale purchase. BE IT FURTHER RESOLVED that the Oakland County Parks and Recreation Commission has included the EXPENSES for the said project in the budget for FISCAL YEAR 2008; thereby eliminating the need for a BUDGET AMENDMENT. Moved by: Supported by: Date: 14-2 PURCHASE AGREEMENT THIS AGREEMENT made and entered into this day of , 2008, by and between Dalton Industries, LLC, PO Box 300888, Waterford, MI 48328 (hereinafter "Seller") and the COUNTY OF OAKL.AND, a Michigan Municipal and Constitutional Corporation, 1200 N. Telegraph Road, Pontiac, Michigan 48341 (hereinafter "Purchaser"), for the purchase of all right(s), title and interest in the real property, described below, located in the Township of Waterford, County of Oakland, State of Michigan (hereinafter the "Premises"); said Premises described as: Parcel No. 13-13-152-004 (Part). Part of the West 1/2 of Section 13, T3N, R9E, Waterford Township, Oakland County, Michigan: Beginning at a point distant S 86'16'00" E 748.60-ft. and N 03°44'55" E 596.63-ft. and S 86029'05" E 194.51-ft. and S 4190'00" E 635.20-ft. from the West 1/4 corner to the point of beginning; thence S 41010'00" E 785.32-ft.; thence N 48°50'00" E 335.39-ft.; thence along Railroad Right of Way N 40'26' 10" W 786.46-ft.; thence S 48°48'25" W 345.42-ft. to the point beginning. Containing 6.14-ac. more or less. Together with a non-exclusive easement for ingress and egress over part of the West 1/2 of Section 13, T3N, R9E, Waterford Township, Oakland County, Michigan, more particularly described as follows: Beginning at a point located S 03°20' 00" W 518.00-ft. along the West line of Section 13; thence S 86°16'00" E 925.41-ft.; thence N 03°44'50" E 518.00-ft.; thence N 86016'00" W 180.81-ft.; thence N 03°44'35" E 536.63-ft. from the West 1/4 of Section 13, said point being the intersection of West line of Waterford Industrial Property (as described in Deed recorded in Liber 402 of Deeds, Page 39, Oakland County Records) and the South line of Alliance Street; thence S 86°29'05" E 169.70-ft.; thence S 41'10'00" E 1879.48-ft.; thence N 48050'00" E 60.00-ft.; thence N 41°10'00" W 1920.52-ft.; thence N 86°29'05" W 194.51-ft.; thence S 03044'55" W 60.00-ft. to the point of beginning, being a continuation of Alliance Street, formerly Williamson Street as shown on Supervisor's Plat No. 20, as recorded in Liber 54 of Plats, Page 48, Oakland County Records. Legal Description is preliminary and is subject to a final survey. PURCHASE PRICE/CONSIDERATION Subject to the adjustments and prorations provided for in this Agreement, the purchase price of the Premises shall be $270,000.00 Dollars, payable as follows: 1.1 Earnest Money Deposit. Purchaser will tender to Seller upon Sellers Acceptance of this Agreement a draft in the amount of Ten Thousand Dollars ($10,000.00) which Seller acknowledges as good and sufficient Consideration for accepting this Purchase Agreement. Said deposit shall be held by a Title Insurance Company of Purchaser's choosing (the "Title Company") in an interest bearing account. The deposit and the interest accrued shall be applied toward the purchase 14-3 price at the time of closing or be disbursed to the Seller or the Purchaser in accordance with the terms of this Agreement. 1.2 Payment of Balance of Purchase Price. This is a cash sale. At the time of closing, after applying the earnest money deposit to the purchase price, the balance of the purchase price minus any costs adjusted at closing will be tendered to Seller by Purchaser or wired by Purchaser to Seller's bank, at Seller's option. 1.3 Commission. The Seller, under a separate agreement shall be responsible for and pay any broker or finder fee in connection with this transaction. 1.4 Acceptance. The Oakland County Board of Commissioners shall have sixty (60) days from the date of Seller's acceptance of this Agreement, to accept this Agreement on behalf of the County of Oakland. If the Oakland County Board of Commissioners does not accept this Agreement then it shall be null and void, and the deposit and interest shall be returned to the Purchaser. 1.5 Due Diligence Contingency. This Purchase Agreement is contingent upon the Due Diligence requirements set forth in Paragraph 5 of this Agreement, and its sub -paragraphs. 1.6 Purchase Contin eg pey. The purchase of the premises is contingent upon the Purchaser, at Purchaser's expense, receiving a parcel split approval from Waterford Township to divide Seller's property into two parcels one fitting the description of the Premises as described on page one of this Agreement. 2. TITLE CONVEYED 2.1 Title to the Premises shall be conveyed at the Closing from Seller by warranty deed showing no exceptions except those exceptions to title identified in the Title Commitment delivered to Purchaser under Section three (3). 2.2 Upon execution of this Purchase Agreement by Seller, Seller agrees not to lease, assign, or grant a security interest or other lien that would encumber the Premises after Closing, and Seller warrants that any assignment, security interest or other lien that would encumber the Premises after Closing shall be satisfied out of the consideration transferred at the time of Closing. 2.3 Seller will grant to Purchaser the right to make all Divisions under Section 108 of the Land Division Act, Act No. 288 of the Public Acts of Michigan of 1967. 2.4 Seller will convey to Purchaser any and all mineral rights Seller may have in the 14-4 Premises. 3. TITLE INSURANCE Seller will procure a commitment for an ALTA owner's form of title insurance policy, a copy of which will be delivered to Purchaser, which policy will be marked up as of Closing and be effective and certified through the date of recording of the title documents, in an amount not less than the purchase price, certified to a date later than the acceptance hereof, and guaranteeing fee simple absolute title in an insurable and marketable condition. Seller agrees to execute a standard form Owner's Affidavit at closing to assist in Purchaser's efforts to obtain coverage without standard exceptions. In addition to the representations and warranties contained in said Owner's Affidavit, Seller agrees to execute an affidavit indicating the following: (i) Seller is not on notice, whether actual or anticipated, of any pending claims against the Seller that would affect the sale of the property. (ii) There are no court orders prohibiting the sale of the property. 4. TITLE OBJECTIONS 4.1. Purchaser shall have twenty (20) days after receipt of the Title Policy to object to the condition of the title, based upon the written opinion of the Purchaser's attorney that the title is not marketable. Upon written notice by Purchaser to Seller that in the opinion of Purchaser's Attorney the title is defective, Seller shall have thirty (30) days from the date Seller is notified of the particular defect(s) claimed, to either (1) remedy the defects, or (2) obtain at its own cost and expense a substitute commitment for title insurance, insuring in a manner satisfactory to Purchaser, the Purchaser's title against such defects claimed. If the Seller fails to remedy the defects or obtain a substitute commitment for title insurance within said period, Purchaser may at its sole option (1) waive said title defects and close subject to same; (2) defer the Closing until such time as the defect(s) can be remedied, if such defects can be remedied in a reasonable time; or, (3) terminate this Purchase Agreement. DUE DILIGENCE INVESTIGATIONS The Purchaser will have 90 days after approval and acceptance of this offer by the Oakland County Board of Commissioners (hereinafter "Board"), to conduct the due diligence property investigations in paragraphs 5.1 through 5.3. During the 90 day period, the Purchaser and its agents shall have access to the property in order to conduct the investigations listed below. If during the 90 or 180 day periods the Purchaser, in its sole discretion, gives written notice to Seller that it is not satisfied with 14-5 the condition of the Premises as evidenced by the due diligence investigations, then Purchaser shall be entitled to the return of its earnest money deposit and any accrued interest thereon and this Agreement shall be considered null and void. 5.1 The Seller will procure and pay for an ALTA/ACSM boundary Survey of the . The Purchaser will pay any additional costs associated with the splitting of the parcel. In addition, Purchaser shall have twenty (20) days from and after receipt of the survey to determine if the survey matches the property as described in the legal description. If in the written opinion of the Purchaser's attorney the survey does not match the property as described in the legal description, then upon written notice by Purchaser to Seller, Seller shall have thirty (30) days from the date Seller is notified of the particular defect(s) claimed, to remedy the defects. If the Seller fails to or cannot remedy the defects, Purchaser may at its sole option (1) waive said defects and close subject to same; (2) defer the Closing until such time as the defect(s) can be remedied; or, (3) terminate this Purchase Agreement. 5.2 Phase I Environmental Assessment. Purchaser will have a Phase I Environmental Assessment ("Phase I") performed consistent with applicable ASTM standards. If the Phase 1 Report discloses no environmental concerns, then the Parties will proceed to Closing pursuant to Section 6. - If the Phase 1 reveals any contamination that would cause the property to be a Facility under Part 201 of the Michigan Natural Resources Environmental Protection Act, (MCL 324.2010let. seq.), hereinafter Part 201, then at the sole option of Purchaser, Purchaser may: (i) terminate this Agreement and receive back its deposit and any accrued interest; or (ii) it may commission a Phase II Environmental Assessment. Purchaser shall notify Seller within 15 days after receipt of the Phase I if it elects to terminate this Agreement for environmental reasons. If the Phase II discloses that the Premises is a Facility, and Purchaser elects to perform a Baseline Enviromnental Assessment (BEA), then Purchaser shall have an additional 180 days from the time it elects to perform a BEA to submit the BEA together with a Due Care Plan to the Michigan Department of Environmental Quality (hereinafter MDEQ) for a liability determination pursuant to Sections 20126 and 20129a of the Natural Resources and Enviromnental Protection Act. If the Purchaser receives an exemption of liability from the MDEQ and MDEQ accepts the Purchaser's proposed use of the Premises, then the parties will proceed to closing in accordance with paragraph 6. If Purchaser does not receive an exemption of liability from the MDEQ, or if MDEQ requires response activities to be performed, then at the sole option of 14-6 Purchaser, Purchaser may: (i) terminate this Agreement and receive back its deposit and any accrued interest; or (ii) proceed to closing pursuant to Section 6. Nothing in this Agreement will prohibit the Parties from modifying or extending the date for Closing if such changes are necessary based upon environmental issues. Such modification or extension must be agreed to in a written addendum to this Agreement signed by both parties. 5.3 The Purchaser may perform or commission any other investigations that the Purchaser, in its sole discretion, deems appropriate. CLOSING AND CLOSING DOCUMENTS. 6.1 If this offer is accepted by the Seller, and if Seller can convey title as agreed and can comply with all of contingencies of sale described herein, the Purchaser agrees to complete the sale on or before 120 days after the date of signature of Purchaser, or 60 days after all Environmental concerns have been resolved to the satisfaction of Purchaser. 6.2 The Closing shall be held at the offices of a Title Company of Purchaser's choosing, or any other mutually convenient location agreed upon by the parties. Purchaser, or the Title Company if Purchaser so elects, will prepare the necessary documents for signatures. 6.3 Purchaser shall notify Seller in writing, twenty (20) days in advance of the Closing date, and shall prepare, or have prepared, and submit to Seller within five (5) days of Closing, all Closing documents required by Purchaser. 6.4 Seller will sign and deliver at Closing, a statutory form of a Warranty Deed conveying fee simple absolute title to the Premises (pursuant to Michigan law) in the condition required by this Agreement, and a Non -Foreign Persons Affidavit. These documents will have also been reviewed and approved by Purchaser. Seller will pay for the recording of the Deed, any notary fees, the property transfer tax (revenue stamps), and any fees required to remove or satisfy outstanding mortgages or other liens. 6.5 At Closing the Seller will sign an Affidavit of No Liens on the Title Company's standard form, sufficient to permit the Title Company to delete the standard Schedule B exceptions. 6.6 At Closing the Seller will sign a Certificate of Accuracy. 6.7 The Seller and Purchaser will sign and/or prepare any other documents necessary to complete the sale and transfer of the Premises. 14-7 6.8 Seller will provide to Purchaser an accounting of all rents and fees (if any) that pertain to the Premises and were paid to Seller for periods that extend beyond the date of Closing. Those rents that are for periods that extend beyond the date of Closing shall be prorated back to the date of Closing and Seller shall tender to Purchaser a cashiers check in the amount of those prorated rents, as well as for any other adjustments or charges as reflected by the Closing Statement. 6.9 Current property taxes shall be prorated on the due date basis of the taxing authority, on the basis of a three -hundred sixty-five (365) day year; Seller being responsible for taxes up to and including the date of closing. 7. POSSESSION. Purchaser shall have possession of the Premises at the end of Closing. 8. RIGHT OF ENTRY AND ACCESS While this Agreement is in effect, Purchaser and its employees and agents shall have the right to enter and access the Premises at reasonable times, with reasonable notice to the Seller, for the purpose of surveying, testing, environmental impact studies, site planning, and other such work, as Purchaser deems necessary or desirable to determine the Premises' suitability for the conduct of Purchaser's business. However, in the event that this sale does not take place, then Purchaser, at its own expense, shall restore the property to substantially the same condition as existed on the date of this Agreement, to the extent such restoration is necessary due to Purchaser's actions. 9. DEFAULT OF SELLER. In the event Seller shall default in the performance of its obligations herein, the Purchaser, in addition to other remedies provided by law, may in its sole discretion, elect to proceed under either 9.1 or 9.2, but not both: 9.1 Specifically enforce this Agreement and require specific performance of this contract by judicial decree; or, 9.2 Demand a refund of the entire earnest money deposit plus accrued interest. Return of the deposit shall terminate this Agreement, unless Purchaser has elected to enforce this Agreement as provided in 9.1. 10. DEFAULT OF PURCHASER. In the event the Purchaser shall materially default in the performance of its obligations 14-8 herein, Seller may, in its sole discretion, elect to proceed under either 10.1 or 10.2, but not both: 10.1 Specifically enforce this Agreement and require specific performance of this contract by judicial decree; or, 10.2 Declare that the Purchaser has forfeited all rights hereunder and retain the earnest money deposit and interest as liquidated damages. The retention of the earnest money deposit and interest by Seller shall cancel this Agreement and be in full and final satisfaction of any and all claims that the Seller may bring against Purchaser under this Agreement, unless the Seller has elected to enforce this Agreement as provided in 10.1. 11. RISK OF LOSS No risk of loss shall pass to Purchaser prior to Closing. Except as otherwise provided in Section 12, Purchaser acknowledges that Seller (a) has made no representations or warranties whatever with respect to the property (with the exception of title), whether the property complies with any laws, and (b) the inspection rights set forth in this Purchase Agreement are sufficient to enable Purchaser to inspect the property to determine that it is satisfactory to Purchaser. 12. WARRANTIES BY THE SELLER. The Seller warrants to the Purchaser and shall certify to the Purchaser upon the execution of this Agreement as follows: 12.1 The Seller has full authority to enter into and perform this Agreement in accordance with its conditions, without breaching or defaulting on any obligation or commitment that the Seller has to any third parties and will provide Purchaser with any necessary resolutions, waivers and consents, or other documents that verify Seller has the requisite authority, which documents can be attached hereto as Exhibit A. 12.2 The Seller is the fee simple owner of the Premises and will discharge any liens prior to or at Closing. 12.3 To Seller's actual knowledge, the legal description set forth in this Agreement is an accurate description of the Premises and does not include any adjacent or contiguous land owned by the Seller, or any third party. 12.4 To Sellers actual knowledge there are no leases, rights of first 14-9 refusal, contracts, or other agreements of any kind with respect to the Premises, which would impair the Purchasers right to receive fee title absolute. 12.5 To Sellers actual knowledge there are no lawsuits, actions, or proceedings pending, or, to the best of the Seller's knowledge, threatened by any party, including governmental authorities or agencies, against or involving the which would affect the Seller's ability to convey the . 12.6. The Seller has no notice or knowledge of. (1) any planned or commenced public improvements that might result in special assessments or otherwise directly and materially affect the Premises; (2) any government agency or court order requiring corrections of any existing conditions; (3) any request by an insurer or a mortgagee of the Premises requiring correction of any existing conditions. 12.7 Seller has not used the Premises for the purpose of disposing of, refining, generating, manufacturing, producing, storing, handling, treating, transferring, processing or transporting Hazardous Materials. 12.8 As used in this Agreement, the term "Hazardous Materials" shall mean any hazardous or toxic substances, wastes or materials, or flammable explosives, including, without limitation, those described in the Comprehensive Enviromnental Response, Compensation and Liability Act of 1980, as amended, the Hazardous Materials Transportation Act, as amended, the Resource Conservation and Recovery Act, Parts 20, 211 and 213 of the Natural Resources Environmental Protection Act, and all rules, regulations and policies promulgated thereto (collectively, the `Environmental Laws"). 13. WARRANTIES BY THE PURCHASER. The Purchaser warrants to the Seller as follows: (1) The Purchaser is a Michigan Municipal and Constitutional Corporation. (2) The Purchaser has full authority and funding to enter into and perform this 14-10 Agreement in accordance with its conditions, and will provide Seller with the pertinent resolution which will be attached as Exhibit B. 14. SURVIVAL OF CERTAIN PARAGRAPHS. The warranties of the Parties contained in this Purchase Agreement shall survive for two (2) years after Closing. 15. LIABILITY Seller shall be liable for and defend any and all alleged losses, claims, suits, causes of action, litigation, or other demands for damages of any kind, pertaining to the prior to Closing (except those losses, claims, suits, causes of action, litigation, or other demands for damages, arising solely out of the acts of Purchaser_or Purchaser's agent(s) while performing any surveys or due diligence inspections of the Premises prior to the Closing), and Seller shall be responsible for paying any and all judgments, damages awarded, costs and expenses (including attorney fees and court costs) and any other liabilities that result from any such alleged losses, claims, suits, causes of action, litigation, or other demands for damages of any kind pertaining to the prior to the Closing, except as noted above in this paragraph. 16. BINDING EFFECT. 16.1 The covenants herein shall be binding upon and inure to the benefit of the administrators and governing body of the parties, as well as any successor administrators or successor governing bodies of the parties. 16.2 This Agreement is not binding until executed by both parties. 17. CONDEMNATION. hl the event of the institution or proposal of institution of condemnation proceedings prior to Closing, Purchaser shall have the option, in its sole discretion, to terminate this Agreement and receive back the earnest money deposit and any accrued interest, or proceed to Closing. If Purchaser proceeds to Closing, Seller shall assign to Purchaser any and all of Seller's rights to any award or fiiture award pertaining to the Premises, or shall pay to Purchaser any actual payment or award made to Seller as a result of the institution or proposal to institute condemnation. 18. NOTICE. Any notice, request, demand, consent, approval or other communication given hereunder shall be in writing and shall be sent by registered or certified mail, return receipt requested, addressed to the other party at its address as set forth below: 14-11 Seller: Dalton Industries, LLC PO Box 300888 Waterford, Michigan 48328 Purchaser: Michael Hughson County of Oakland Facilities Management 1 Public Works Dr, Waterford, Michigan 48328 Any party may, by notice given as aforesaid, change its address for any notice. Any notice by either party shall be sufficient if signed on behalf of said party by any owner or elected or appointed official thereof. 19. TIME OF THE ESSENCE. Time is of the essence for this Agreement. 20. CHOICE OF LAW. This Agreement shall be governed by and construed in accordance with the laws of the State of Michigan that are applied to contracts made and to be performed in this State. Venue for any disputes shall be the Oakland County Circuit Court, the Fiftieth District Court, or the United States District Court for the Eastern District of Michigan, unless this paragraph violates any provision of the Michigan Court Rules, or the United States Code. 21. USE OF WORDS. The pronouns and relative words used in this Agreement shall be read interchangeably in masculine, feminine or neuter, singular or plural, as the context requires. 22. SEVERABILITY. If a term, condition, or provision of this Agreement is found by a court of competent jurisdiction to be invalid, unenforceable, or to violate or contravene federal, state, or local law, then the term, condition, or provision shall be deemed severed from this Agreement; all other terms, conditions and provisions shall remain in full force and effect unless the portion of the Agreement renders the remainder of the Agreement a nullity. 23. WAIVER. No waiver of any term, provision or condition of this Agreement, whether by conduct or otherwise, in one or more instances, shall be deemed or construed as a further continuing waiver of a term, provision or condition of this Agreement 24. BINDING EFFECT. The terms and conditions of this Agreement shall be binding and shall inure to the benefit of the Parties and their respective heirs, representatives, successors and assigns. 14-12 25. ENTIRE AGREEMENT. This document contains the entire agreement of the parties and supersedes all prior agreements, oral or written, between them. It may not be modified, changed or altered unless reduced to writing and signed by each of the parties hereto. 26. THIRD PARTY BENEFICIARIES. Except as provided for the benefit of the parties, this Agreement does not and is not intended to create any obligations, duty, promise, contractual right or benefit, right to be indemnified, right to be subrogated to the parties rights in this Agreement, and/or any other right in favor of any other person or entity. IN WITNESS WHEREOF, the parties have executed this Agreement as of the dates indicated below. WITNESSED BY: PURCHASER: County of Oakland a Michigan Municipal And Constitutional Corporation Michael D. Hughson By: Bill Bullard, Jr., Chairperson Oakland County Board of Commissioners Date: , 2008. Seller's Acceptance The above offer is accepted by Seller, who agrees to be bound by all of the terms and conditions contained therein. WITNESSED BY: Date: 2008. SELLER: Dalton Industries, LLC 14-13 4/11 /08 ITEM #15 SAMUEL FARM LEASE AGREEMENT SPRINGFIELD OAKS Staff is requesting Commission approval of the attached resolution to lease 8 acres of the Samuel Farm on the west side of Hall Road adjacent to the special events arena at Springfield Oaks. The lease is being requested to accommodate parking facilities for the Oakland County Fair, providing closer parking for patrons, especially for those attending the main attractions during the Fair, such as the Figure Eight Races, Demolition Derby, Rodeo, etc. The time period for the lease would be a two -week time frame around the Oakland County Fair. The Oakland County 4-H Fair Association will reimburse the Oakland County Parks and Recreation Commission for the lease payments. 15-1 SAMUEL FARM LEASE RESOLUTION WHEREAS, the Oakland County Parks and Recreation Commission is host to the annual Oakland County Fair at the Springfield Oaks Activities Center in Springfield Township; and WHEREAS, approximately 75,000 to 90,000 people attend the annual Oakland County Fair each year; and WHEREAS, the Oakland County Fair is scheduled this year for July 7 - 13; and WHEREAS, a portion of the Samuel Farm, located on the west side of Hall Road adjacent to the Springfield Oaks County Park, is available for lease to accommodate additional parking for the Oakland County Fair; and WHEREAS, said lease will be developed by Oakland County Property Management staff and Corporation Counsel; and WHEREAS, said lease will be between the County of Oakland and Wayne Samuel in an amount determined by a market assessment; and WHEREAS, the Oakland County 4-H Fair Association will reimburse the funds for the lease payments. NOW THEREFORE BE IT RESOLVED that the Oakland County Parks and Recreation Commission hereby requests the Oakland County Board of Commissioners authorize and approve the lease agreement between the County of Oakland and Wayne Samuel for eight acres on the west side of Hall Road in Springfield Township. BE IT FURTHER RESOLVED that the Oakland County Parks and Recreation Commission hereby requests the Board of Commissioners direct its Chairperson or designee to execute said lease on behalf of the County of Oakland. Moved by Supported by Date 15-2 ITEM #16 KIDWELL LEASE AGREEMENT WATERFORD OAKS Staff is requesting Commission approval of the attached resolution requesting a lease with Roger Kidwell for the residence at 2896 Watkins Lake Road in Waterford Township. The lease with Mr. Kidwell was a condition of the sale of his property to the Parks Commission and will be in effect for a minimum of one year. Oakland County Property Management Specialist Mike Hughson is completing a market assessment to provide a rent recommendation on the residence. Legal documents will be provided at the meeting. 16-1 KIDWELL RESIDENCE LEASE RESOLUTION WHEREAS, the Oakland County Parks and Recreation Commission, at its regular meeting of December 12, 2007, approved the agreement to purchase .82 acres of land from Roger A. Kidwell located at 2896 Watkins Lake Road in Waterford Township; and WHEREAS, one of the conditions of purchase was the intent to lease the house back to Mr. Kidwell for a period of a minimum of one year; and WHEREAS, the closing on the Kidwell property acquisition is scheduled for June 5, 2008; and WHEREAS, the leasing of this property meets the vision of the strategic master plan to "maximize the efficiency and revenue capability of each park, recreation facility, program and service that will create a sustainable park system for all residents in the county to enjoy;" and WHEREAS, said lease will be developed by Oakland County Property Management staff and Corporation Counsel; and WHEREAS, said lease will be between the County of Oakland and Roger A. Kidwell in an amount determined by a market assessment. NOW THEREFORE BE IT RESOLVED that the Oakland County Parks and Recreation Commission hereby requests the Oakland County Board of Commissioners authorize and approve the lease agreement between the County of Oakland and Roger A. Kidwell for the house located at 2896 Watkins Lake Road in Waterford Township. BE IT FURTHER RESOLVED that the Oakland County Parks and Recreation Commission hereby requests the Board of Commissioners direct its Chairperson or designee to execute said lease on behalf of the County of Oakland. Moved by Supported by Date 16-2 Oakland County Parks :00 Watkins Lake -... Waterford, Daniel Map Created May 27, 2006 Executive Officer Information provided heroWith has been compiled from recorded deeds, plats, tax maps, surveys and other public records. it 6 not a legally record d map or survey and is not intended to be used as one, Users should consul the information sources mentioned above when questions Waterford Oaks Church Property Acquisition QWesleyan Methodist Church Parcel Proposed Parcel split Waterford Oaks Boundary OC Tax Parcels All dimensions are approximate and should be verified by survey. Kbterfoni Oaks county Park - 2006 Aerial Feet 0 75 150 300 ITEM #17 PROS CONSULTING CONTRACT AMENDMENT — PHASE II As announced at the May 7 Commission meeting, staff is recommending Commission approval of a contract amendment with PROS Consulting for Phase II of the strategic master planning process. The amount of $116,521.37 was expended on the first phase of the plan. Staff looked at the possibility of phasing the scope of the proposed work; however, because of the synergistic relationship between the planning initiatives, it is staff's recommendation to approve all the components now. Those include the programming plan, regional assessment plan, business plan, marketing plan, assessment of Springfield Oaks, setting of standards, and development and training of staff. The regional assessment plan component will be submitted to the county for funding through the County Executive's Capital and Cooperative Initiatives Revolving Fund (CCIRF). Retiring administrators will be working as part-time non -eligible staff to support PROS Consulting in reducing contract costs. Staff requests Commission approval of the contract amendment with PROS Consulting in the amount of $156,280, plus a five percent contingency of $7,814, for a total budgeted amount of $164,094. 17-1 Oakland County Parks and Recreation Commission Scope of Work takland County Parks and Recreation • R Strategic Scopeof , Additional • PROS will conduct a comprehensive evaluation of one golf course and develop a prototype business for guidance in developing business plans for the remaining courses. The evaluation will identify long term strategies to guide the Commission for the next five to ten years as well as short term strategies that enhance the efficiency and revenue capacity as well as decreasing expenditures for the golf course cost centers. The outcome of the evaluation will provide information for the Commission to determine what business model and operational changes will provide the County with the greatest opportunity to regain self supporting golf course operations. PROS will be training Oakland County staff on the process so that it can develop business plans for the other four golf courses. Task I a Operational Assessment A. Data Collection and Site Review - PROS will identify, collect, and log key data and information to facilitate dissemination and assimilation of information. This review will be in all areas of operations and. PROS will prepare a set of questions for the staff to respond to as part of the initial meeting. PROS will prepare an operational assessment with recommendations as it applies to the following areas for the golf course • Attendance review by age segment and time. • Annual pass assessment. • Clubhouse rental. • Golf outing assessment. • Operating cost assessment with a line item budget of course operations. • Capital improvement assessment. • Revenue generating capability based on existing projections overlaid with new revenue strategies. • Cost of services assessment. • Operational philosophy assessment. • Operational models to consider with pros and cons for each model. • Marketing assessment with recommendations. • Profitability assessment. • Cash flow review and process to implement for improved financial accountability. • Informational management assessment. • Customer service assessment. • Equipment evaluation and assessment with a capital replacement schedule. • Staffing assessment. • Evaluation of course conditions and playability. • Technology assessment. • Pricing assessment for each cost center. 17-2 prosF-, consulting Oakland County Parks and Recreation Commission Scope of Work Task 2 m Market Analysis/DemographicStudy A. Market Demographics and Trends Analysis — PROS will determine the size of the golf market in Oakland County and the service area. Includes community specific age distribution, population density, household income, race/ethnicity, and income characteristics. This data will be applied to national trends in order to estimate potential user groups to aid improved understanding of the market. The market is analyzed from various rings of influence as illustrated. B. Competitive Analysis of Area Providers - PROS will develop a competitive market assessment of private and daily fee courses in the service area and where the golf course is positioned. Research is conducted to determine the existing level of services, fees, and estimated market share of other courses in the community and surrounding area to understand the market and demographic being served. Local golf trends and the competitive market assessment will be compared with national participation statistics. A commentary of fees, course offerings, and comparisons of competitive courses will be reported. Task 3 — Financial Analysis PROS will utilize the information and findings from the Operational Assessment as well as findings from the Strategic Master Plan as the basis for this task. Detailed tasks include: A. Operational Standards — PROS will establish operational standards and costs for the golf course for full operations. This will include hours of operation, maintenance standards, staffing levels needed, technology requirements and customer service requirements based on established and agreed upon outcomes. After consultation with the Commission, operational costs for the facility will be finalized. B. Program and Management Strategy — PROS will evaluate the existing programs and services provided and management alternatives opportunities and develop a program and management strategy to support the needs of golfers and create revenue for the course. This will include identification of potential programs by specific activity, funding parameters, and agreement guidelines to support forma future management agreements. Various potential management and organizational alternatives will be developed to guide decision -making by the Commission C. Pricing Strategy and Pro Forma - Based on the operational plan for the facility and debt service, PROS will develop a pricing strategy for membership, daily fees, and program services with the desired outcome of a profit -driven facility. Pricing strategies will also include fees, rental space, food concessions pricing, and catering pricing for both prime time and non -prime time use. This will be converted into a five year pro forma and operating budget. Funding options will be identified and evaluated against their potential support and success. These options will include a combination of partnerships and sponsorships, ancillary revenue generation opportunities, and other available resources. Team 4 — Golf Businessi Report A. Final Report — A Business Plan report will be written with analysis of findings, priorities, timeframes, and recommendations. Briefings on the plan will be made and revisions concluded, enabling the provision of the final report. PROS will teach and train staff in the development of this business plan so it can be repeated in the other golf courses. 17-3 pros,;-, ! consul f ing Oakland County Parks and Recreation Commission Scope of Work Equestrian Center Feasibility Study and Business Flan The outcome of the Study will evaluate the market potential for the facility and financial revenue capability and operational cost for such a facility. Core equestrian programs and services will be compared to the detailed market findings and applied to the conceptual design. Operational strategies will be developed, including but not limited to the possible involvement by multiple entities and partnerships and management alternatives, resulting in the most efficient and effective implementation strategy for the Equestrian Center. PROS will then develop operational assumptions and a development plan along with a detailed financial analysis including funding strategies and pro -forma. PROS Consulting proposes the following scope of services to guide the development of the market analysis, feasibility study and business plan. Task I -- Kick -of Meeting A kick-off meeting will be held with key client project team members and PROS Team members to confirm project goals, objectives, and expectations that will help guide actions and decisions of the PROS Team. Detailed steps of this task include: a. Confirmation — The project goals, objectives, scope, and schedule will be confirmed. b. Outcome Expectations — Discuss expectations of the completed project along with presentations of different management models for equestrian centers. c. Communications — Confirmation on lines of communication, points of contact, level of involvement by County leaders and staff, and other related project management details. Also, protocols and procedures for scheduling meetings should be agreed to. d. Data Collection — The Project Team will collect, log, and review key data and information to facilitate a thorough understanding of the project background. Task 2 - caret Analysis a. Stakeholder Input — In conjunction with the County, PROS will identify stakeholders for the proposed project and hold confidential interviews and focus groups to document their needs and other issues that would affect the development of the proposed Equestrian Park project. These stakeholders will likely include the local equestrian groups, municipal leaders and others identified by the Team. PROS will perform up to 8 meetings over a two day period. b. Demographics and Activity Participation Trends — PROS will confirm the demographics of the market in order to apply population by age segments for the region, including the proposed service area, to activity/participation trends. This will assist in determining the size of the activity market by age segment and frequency rates that can be applied to this facility. c. Competition and Other Service Providers Assessment - PROS will identify competitive facilities and confirm other service providers within the market area. This will include both public and private facilities and service providers. General services offerings, operational characteristics, and target market will be documented. d. Market Trends Analysis — PROS will prepare a white paper on the trends in the marketplace related to the equestrian activities. This will include trends pertaining to show and competition events, market segmentation, purchasing characteristics, facility needs, future opportunities and saturated activities. This will include local, regional, state and national trends. Price points will be outlined by cost center and overlaid with the regions ability to pay for services to support the equestrian park. e. Core Program Market - PROS will confirm the core program markets based on the input and analysis performed during this task. This will include key activities and programs, the size of 17-4 '> consulting Oakland County Parks and Recreation Commission Scope of Work the core program market, and market positioning. The outcome of this task will be used to establish a refined concept design and development plan including financial performance and partnership/management alternatives. Task 3 — Concept Development The PROS Team will prepare a development plan including operational standards and potential partnering strategies. a. Concept Program Plan — Based on outcome expectations of the equestrian center, the market analysis, core program market, and the concept development plan, a detailed concept program plan will be established for the each core activity area and support facilities where applicable. PROS will project estimated participation of each program based on national trends as they relate to the local region/state. Examples of programming may include educational riding, recreational riding, organized team activities, and competitive events. b. Concept Development Plan — PROS will translate the core program market and other facility needs into a general space allocation program including sizing requirements and component relationships and interaction. PROS will prepare budgetary construction cost estimates and final space allocation to establish the Development and Operational Plan. c. Operational Standards — PROS will establish operational standards and costs for the equestrian center for full operations; full operations will be defined. This will include hours of operation, maintenance standards, staffing levels needed, technology requirements and customer service requirements based on established and agreed upon outcomes. d. Partnership and Sponsorship Analysis - Partnership and sponsorship opportunities will be analyzed and a strategy developed to support formal partnership and sponsorship agreements. This included identification of potential partners and sponsors by specific activity, funding parameters, and agreement guidelines to support formal policy approval. `bask 4 — Feasibility Repot a. Pricing Strategy and Pro Forma — Based on the operational plan for the facility and potential debt service, PROS will develop a pricing strategy for membership, daily fees, event fees and program services with the desired outcome of a profit -driven facility. Pricing strategies will also include core program fees, lease fees, horse rental stall space, and concession pricing. This will be converted into a five year pro forma and operating budget. Funding options will be identified and evaluated against their potential support and success. These options will include a combination of options partnerships/sponsorships, revenue generation and other available resources. b. Feasibility Report — A Feasibility Study and Business Plan report will be written with analysis of findings, priorities, timeframes, and recommendations. Two briefings on the plan will be made and a maximum of three revisions will be made to the Final Draft to produce the Final Report. The PROS Team members are available to assist in additional briefings and presentations to investment partners to help secure funding on a time and material basis. 17-5 ,g$ consulting Oakland County Parks and Recreation Commission Scope of Work Oakland County Regional Program and Amenity Plan PROS will develop a Regional Recreation Program and Amenity Plan for Oakland County that will evaluate the level of service currently offered by all public service providers. PROS will identify opportunities for increased effectiveness in leveraging all recreation service providers to meet the needs of the public. Tasks to be performed include: A. Inventory Matrix (COMPLETED BY Oakland County staff) — Staff will collect data and prepare a facility, amenity and program matrix of the services provided in the County by other service providers to include the State of Michigan, Huron Clinton Park District, Cities and Towns and the County as well as adjacent counties. Staff will send out a survey to each city and town asking them to participate as well as other service providers to provide input into the model for recreation amenities and programs in the model. B. Level of Service Assessment — PROS and staff will establish as existing standard for each amenity and facility in the county and map each amenity, recreation facility and program on a GIS map. Oakland County to provide the base maps and layers for PROS to evaluate as well. The regional plan will capture the population served by each amenity offered in the county. Each program offered in the County will be evaluated against the size of the market against the services provided and the percentage of the market covered and where gaps exist. PROS will incorporate a program and facility assessment priority ranking based off of the information received and the household survey being conducted in the spring of 2008. C. Plan Development — Based on the information obtained and evaluation, PROS will identify opportunities for increased effectiveness in leveraging all recreation service providers to meet the needs of the public. The information will be shared with other service providers for their input with the intent of complimenting services provided and eliminating or curtailing duplicate services where they exist and or managing them differently to maximize government dollars spent on parks and recreation services in the county. Creative Program Plan PROS will develop a Creative Program Plan for Oakland County that will help to generate new and innovated programs. PROS will utilize the previously completed Program Plan from the Strategic Plan. Tasks to be performed include: A. New Program Initiatives — Utilizing the ideas generated by staff during the innovation session as a catalyst and working in conjunction with staff, a series of new program initiatives will be created targeted to the core recreation services identified in the Strategic Plan. B. Recreation Program Master Plan — Taking the information gathered, a phased plan will be developed to incorporate the initiatives into a year by year plan to coincide with the newly created Strategic Plan for the Commission. This plan will also incorporate the results of the citizen household survey being conducted in the spring of 2008. 17-6 PrOS7,., consul Ping Oakland County Parks and Recreation Commission Scope of Work Maintenance Standards Model for Oakland County Parks PROS will develop a maintenance standards model for park maintenance for each type of frequency task completed in County Parks. This will include development of a model that establishes quantified standards with the frequency, duration, and labor requirements required to achieve that task. The model will include each of the 13 County Parks. The model will capture current standards and recommend adjustments along with inspection and reporting measurements. Oakland County staff will prepare and document the work time and task completed on a frequency basis as part of the work to be done together with PROS. Specific tasks will include: B. Data Collection — PROS will collect the following data from the County: • Parks and facilities inventory • Equipment Inventory • GIS Base Maps • Work Order Information • Organization and Staffing Details • Actual and Proposed Budgets (5 years) C. On -site Assessment - The development of standards will include an on -site review of the current park property, the determination of current maintenance standards in place, the identification of desired outcomes by Department staff, and the documentation of personnel resources required. D. Standards Development - Analysis of the site assessment information will be performed and translated into a maintenance model organizing the Department's parks by zone, asset and asset elements. Three levels of maintenance standards will be prepared and the appropriate level applied to each park task and element including frequency and quality of maintenance activities. Man-hours will be applied to each task and element according to the desired outcomes and summarized to identify estimated man-hour requirements. These man-hour estimates establish the base -line to determine labor costs by zone and/or asset. E. Report Development — PROS will prepare a report summarizing the findings, analysis and recommendations. In addition, PROS will transfer the standards model to the County and include 2 days of training. 17-7 pros;, consul tigg Oakland County Parks and Recreation Commission Scope of Work Strategic Marketing Plan PROS recommends that the findings from the Strategic Master Plan and individual business plans become the baseline for a Strategic Marketing Plan. The Strategic Marketing Plan should develop specific strategies for target markets and key service offerings. The preparation of the marketing plan will provide continuity with development and operational strategies presented in this Strategic Master Plan. The following work plan presents the detailed scope of services for delivering the tasks identified for the PROS Team: Task I — Market and Integrated Branding Strategy F. Data Collection/Review - The PROS Team will evaluate its past research as well as other sources of information maintained by our team members to document and articulate the market position of Commission. This will allow for a differentiation strategy to ensure that we can clearly and effectively position the Commission brand in the market -place compared to its competition. G. Branding Framework - The PROS Team will translate the overall vision and strategy into a framework to support development of a brand. This framework will be presented to the Commission for feedback and consensus. Our focus will be to establish a strategy that clearly positions the Commission in the market place and weaves the "Commissions Brand" throughout its operations, facilities, programs and services, merchandise, and related resources. This will include integrating the programming plan and marketing plan together to create packages that ultimately supports the growing impact of the Commission to the county. The final product will be a detailed list of strategies to create overall awareness, target specific user groups, leverage events and resources, and promote the Commission's brand. Our approach will provide continuity to every aspect of communications materials. The PROS Team will develop a Market Positioning and Branding Strategy will be established for the Commission related to communicating and attracting participants to its facility and programs. This will include the creation of the "message" and the appropriate channels by which to communicate the message. This could include print, radio, TV, internet, billboards, or other resources. In addition, this strategy will identify opportunities to leverage other resources including low-cost/no-cost events. TaskMarket Segmentation and Characteristic Analysis Additional analysis and documentation of the target market and associated characteristics will be performed to support profiling the market segmentations based on the overall market positioning strategy. This market segmentation will be documented in the form of a matrix that will allow comparison to programs and service offerings as well as a detailed breakdown of optimal communication media and channels. This analysis will establish the baseline for creating focused marketing strategies by market segment as well as easily identifying overlapping and duplication in order to create the most cost effective strategies. Based on the strategies and expansion on target markets, the Commission will be able to update the financial plan with sales and revenue goals by market segment for each attraction and program. By creating the sales and revenue goals in the model, the Commission can easily identify the return on investment for specific strategies based on cost versus revenue generation. Task 3 — Implementation Strategy The Strategic Marketing Plan will be prepared to provide an implementation tool that includes the following elements: • Market Positioning and Branding Strategy 17-8 pros;,:�-- consulting Oakland County Parks and Recreation Commission Scope of Work • Updated market segmentation with key marketing messages for the agency and key attractions • Analysis of the market to support each attraction based on ability to pay and willingness to pay • Key venues for message communications including marketing channels and media • Publicity and advertising strategies that are cost-effective and appropriate • Barriers to success and strategies to overcome • Detailed implementation timeline to coincide with key milestones • Defined performance measurement techniques 17-9 consul 'figg Oakland County Parks and Recreation Commission Scope of Work Proposed Costs PROS Consulting, LLC has prepared the following cost breakdown to perform the services identified in the preceding scope of work. These costs include the estimated time that Oakland County employees will contribute to the final products and deliverables. These could be subject to change based on staff availability but it is anticipated that their time will be available to support PROS in the final products. Oakland County Parks and Recreation Commission Strategic Master Plan - Additional Services PROS Consulting, LLC - Proposed Fees 28-Apr-08 Total s-� � � ��� � liddtiaorial5ervices� �,� f dotal { Task A. Operational Assessment $ 4,120 Task 2 A. Market Demographics and Trends Analysis $ 1,580 Task 2 B. Competitive Analysis of Area Providers 2,380 Task 3A. Operational Standards 2,670 Task 3B. Partner and Management Strategy 2,240 Task 3C. Pricing Strategy & Pro -Forma 9,340 Task 4A. Final Report $ 6,480 Expenses $ 3,600 Subtotal Dollars $ 32,410 goes an en erg eas y an us Hess= an � � t Task 1. Kick off Meeting $ 3,960 Task 2. Market Analysis $ 9,680 Task 3. Concept Development 15,320 Task 4. Feasibility Report 44,400 Expenses $ 6,400 Subtotal Dollars $ 49,760 yMatrix Task 1. Inventory (Completed by Staff) $ - Task 2. Level of Service Assessment 6,560 Task 3. Plan Development 5,480 Expenses $ 2,400 Subtotal Dollars $ 14,440 rea va ro ram an _ Task 1. New Program Initiatives $ 4,175 Task 2. Recreation Program Master Plan 4,895 Expenses $ 1,000 Subtotal Dollars $ 10,070 Task 1. Data Collection $ 4,800J Task 2. On -site Assessment 4,970 Task 3. Standards Development 12,950 Task 4. Report Development 6,680 Expenses $ 4,800 Subtotal Dollars $ 34,200 egG a ?ram an , Task 1 A. Data Collection/Review $ 1,800 aSK 1 8. branding F rameworK $ 2,350 Task 2 Market Segmentation and Characteristic Analysis 2,450 Task 3 Implementation Strategy 6,600 Expenses $ 2,200 Subtotal Dollars $ 15,400 TOTAL ADDITIONAL SERVICES FEES $ 135,880 TOTAL ADDITIONAL SERVICES EXPENSES $ 20,400 TOTAL ADDITIONAL SERVICES DOLLARS 156,280 %AI, °- 17-10 consulting ITEM #18 NEW COMMUNICATIONS & MARKETING INITIATIVES Enhancing awareness and use of parks and core services is an important element of the park system's Strategic Master Plan. With media and marketing communications becoming increasingly customer and digitally -driven, Oakland County Parks and Recreation has initiated a number of new efforts* including: o Promoting "stay -cations" and "day -cations" o Collection of basic guest information such as place of residence o User survey data will be digitally scanned rather than hand tabulated o Advertising on web sites with "click thru" to Wave Saver tickets web page o Improving search engine optimization o "Social Marketing" -- video from park system DVD uploaded to You Tube o Special promotions to those who opt -in with email address o Digital asset management of images, maps, etc. *examples of some of the initiatives will be provided at the Commission meeting 18-1 ITEM #19 DESIGN AND DEVELOPMENT QUARTERLY UPDATE POWERPOINT PRESENTATION Chief of Design and Development Joe Figa will give a brief PowerPoint presentation on projects throughout the Design and Development Section. 19-1 ITEM # 20 EXECUTIVE OFFICER'S REPORT A. Partnership Policy — Partnerships provide Oakland County Parks the opportunity to share goals, foster relationships and reach mutually -beneficial outcomes with organizations and businesses. As part of the strategic plan to maximize the effectiveness of resources, and to generate additional funds, staff has established a partnership policy. Proposals will be evaluated based on measurements such as level of partner contribution, staff time, expenses and revenue expectations. B. Holly Area Schools Property: Closing on the 18.85-acre Holly Area Schools property was final as of Thursday, May 15. C. Oak Management Lease: The amended lease rental percentages and subsequent language changes have passed all of the Oakland County Board of Commissioners committees. It still needs final approval by the full Board. Once approval is granted and signatures of all parties are affixed, the lease amendment will be retroactively effective as of January 1, 2008. D. Parks Tour: Save the date — the annual Parks tour will be Wednesday, August 13, in conjunction with the Commission meeting that day. Details will be shared as they are confirmed. E. National Recreation and Park Association Congress: The NRPA Congress is being held in Baltimore, Maryland from October 14 — 18, 2008. This year the block of rooms is at the Baltimore Marriott Inner Harbor Hotel. Please let Karen know as soon as possible with your interest/intent to attend. F. Proposed Legislation: For your information, attached is a copy of the proposed SB 1257 to amend the State Constitution regarding the Michigan Natural Resources Trust Fund. G. IT Master Plan: Implementation plans for the proposed Information Technology Master Plan will be presented as part of the budget process at the July 23 meeting. H. Catalpa Oaks Master Plan: Park staff have contacted staff from the Oakland County Health Department regarding the south end Health Division adjacent to Catalpa Oaks. Due to the increased number of clients, the division is evaluating options to renovate or expand. The Health Division will keep us informed and involved in their process. The finalized Catalpa Oaks Master Plan will be presented for Commission approval at the July 23 meeting. I. Purchasing Update: As requested at the May 7 meeting, future quarterly Purchasing updates will be revised to include an additional column reflecting budgeted amounts, as appropriate. J. Department Re -organization: Staff has continued to work with Oakland County Human Resources, Administrative Management Team, and parks staff on the department re -organization, and will present the proposed plan as part of the budget process. K. Work Week Task Force: In response to County Executive Patterson's proposal for a 4-day/1 0-hour work week, a task force has been created in the department to make recommendations on how this proposed schedule could be accommodated in the Parks. Deadline to receive recommendations from the task force is June 27. 20-1 L. MRPA Executive Director: The Michigan Recreation and Park Association has selected a new executive director. Please see the attached news release for information on Dennis Schornack, who begins his new appointment this week. M. Park Tour: The park tour of Independence Oaks will begin promptly after the Commission meeting on June 4 and will include a short walk. Please be sure to dress casually and be prepared for walking. N. ITC Vegetative Management Update: ITC Holdings (short for International Transmission Company) owns and operates all of the high -voltage utility lines in most of Michigan (and more recently in several other states as well). Beginning this spring, ITC began new vegetative management practices along the corridors it owns, in an effort to clear and trim vegetation to prevent damage and outages. Many transmission line corridors share their corridors with our regional trail system. Recent work along the Macomb Orchard Trail corridor in Macomb County generated a lot of buzz when large portions of the trail corridor were clear cut and brush hogged, leaving trail users wondering what happened to their beautiful tree -lined corridors. In the coming months, ITCs vegetation crews will be moving into Oakland County, and working on several corridors that will affect Oakland County's Oak Routes Trail Network. Due to the concerns generated in Macomb County, ITC will be taking a different approach with Oakland County communities, providing more education prior to trimming and removal, and will minimize tree removal until the fall, so that the trails are not left with the same "bare" look as the Macomb Orchard Trail during prime trail -use season. ITC will be working with each local municipality prior to working in the corridors in an effort to minimize tree removal and better educate the community about the importance of maintaining these corridors. O. BMX National Bicycle League Race: The Waterford National BMX Race was held at the Waterford Oaks BMX Track over the Memorial Day Weekend. More than 450 riders from upper Midwest participated in the race. P. Upcoming Events: The following is a listing of some of the upcoming special events in the Parks: • June 30 — July 2: Camp HZO at the Red Oaks Waterpark; joint venture with Madison Heights, Clawson, and the Rochester -Avon Recreation Authority • July 4: Fireworks display at Addison Oaks • July 5: Fireworks display at Groveland Oaks • Beginning the week of June 23, with sessions continuing through the summer: Wild Adventures Camp and Wild Adventures Extreme Day Camps to be held at Independence Oaks 20-2 NAT'L RESOURCES TRUST: BONDS & NOTES S.B. 1257 & S.J.R. M: > COMMITTEE SUMMARY 12 Sena& fiscal Aymcv i : °y `relaphone: 1,517) 373,i3rJ A O. Box 30036 SILL ANALYSIS f'�r����}37� ivtt� t trrt og. lKkhl"n 48909-73fi TOR; f517) 373�i543 Senate Bill 1257 (as introduced 4-17-08) Senate Joint Resolution M (as introduced 4-17-08) Sponsor: Senator Randy Richardville (S.B. 1257) Senator Patricia L. Birkholz (S.J.R. M) Committee: Natural Resources and Environmental Affairs Date Completed: 4-30-08 CONTENT Senate Joint Resolution M would amend the State Constitution to allow the Michigan Natural Resources Trust Fund Board to authorize the issuance of bonds and notes, payable from the allowable expenditures of the Trust Fund; and allow two-thirds, rather than one-third, of the Trust Fund revenue collected during a fiscal year (excluding interest and earnings) to be spent in subsequent fiscal years. Senate Bill 1257 would amend Part 19 (Natural Resources Trust Fund) of the Natural Resources and Environmental Protection Act to create the Michigan Natural Resources Trust Fund Authority and prescribe its powers and duties, including the issuance of bonds and notes. Senate Joint Resolution M would be submitted to the voters at a special election held on August 5, 2008. Senate Bill 1257 is tie -barred to the joint resolution. The proposals are described below in further detail. Senate Bill 1257 The bill would create the Michigan Natural Resources Trust Fund Authority as a body corporate within the Department of Natural Resources (DNR). The Authority would be administered under the DNR's supervision but would exercise its prescribed statutory power, duties, and functions independently Page 1 of 5 of the Department. The budgeting, procurement, and related functions of the Authority would have to be performed under the Department's direction and supervision. Authority funds would have to be handled in the manner and subject to the provisions of law applicable to State funds or in a manner specified in an Authority resolution authorizing the issuance of bonds or notes. The Authority would be governed by the Natural Resources Trust Fund Board. Board members and Authority officers and employees would be subject to Public Act 317 of 1968 (which governs contracts of public servants with public entities). A member of the Board or an officer, employee, or agent of the Authority would have to discharge the duties of his or her position in a nonpartisan manner, with good faith, and with the degree of diligence, care, and skill that an ordinarily prudent person would exercise under similar circumstances in a like position. In discharging his or her duties, a Board member or an Authority officer, employee, or agent, when acting in good faith, could rely upon the opinion of counsel for the Authority, upon the report of an independent appraiser selected with reasonable care by the Board, or upon financial statements of the Authority represented to the Board member or Authority officer, employee, or agent to be correct by the officer of the Authority having charge of its books or account, or stated in a written report by the Auditory General or a certified public accountant of the firm of the sbl257&sjrm/0708 20—F-1 accountants fairly to reflect the Authority's financial condition. The Authority could employ legal and technical experts and other officers, agents, or employees, permanent or temporary, paid from Authority funds. The Authority would have to determine the qualifications, duties, and compensation of its employees, but an employee could not be paid a higher salary than the DNR Director. The Authority could delegate to one or more members, officers, agents, or employees any powers or duties it considered proper. The Authority would have to contract with the DNR for the purpose of maintaining and improving the Authority's rights and interests. The Authority annually would have to file a written report on its activities of the last year with the Legislature. The report would have to be submitted within 270 days following the end of the fiscal year. The report would have to specify the amount and source of revenue received, the status of investments made, and a description of the projects funded with proceeds of bonds sold under Part 19. The Authority's accounts would be subject to annual audits by the State Auditor General or a certified public accountant appointed by the Auditor General. Authority records would have to be maintained according to generally accepted auditing principles. Except as otherwise provided, the Board could do all things necessary or convenient to implement the purposes, objectives, and provisions of Part 19, and the purposes, objectives, and powers delegated to the Board by other laws or executive orders. These would include the power to do the following: -- Borrow money and issue negotiable revenue bonds and notes pursuant to Part 19. -- Enter into contracts and other instruments necessary, incidental, or convenient to the performance of its duties and the exercise of its powers. -- With the prior consent of the DNR, solicit and accept gifts, grants, loans, and other aid from any person, or the Federal, State, or local government or any agency of the Federal, State, or local Page 2of5 government, or participate in any other way in a Federal, State, or local government program. -- Invest the Authority's money, at the Board's discretion, in instruments, obligations, securities, or property determined proper by the Board. -- Contract for goods and services and engage personnel as necessary and engage the services of private consultants, managers, legal counsel, and auditors for rendering professional financial assistance and advice payable out of any money of the Authority, subject to the restrictions in Part 19. -- Indemnify and procure insurance indemnifying Board members from personal loss or accountability from liability asserted by a person on bonds or notes of the Authority, or from any personal liability or accountability by reason of the issuance of the bonds or notes, or by reason of any other action taken or the failure to act by the Authority. The Authority could authorize and issue its bonds or notes payable solely from the revenue or funds available to it. Authority bonds and notes would not be a debt or liability of the State and would not create or constitute any indebtedness, liability, or obligations of the State or constitute a pledge of the faith and credit of the State. All Authority bonds and notes would be payable solely from revenue or funds pledged or available for their payment as authorized in Part 19. All expenses incurred in carrying out Part 19 would have to be payable solely from revenue or funds provided or to be provided under Part 19. Part 19 would not authorize the Authority to incur any indebtedness or liability on behalf of or payable by the State. Any revenue or funds available to the Authority that were not necessary to pay principal of or interest on any outstanding bonds or notes or not required to be deposited in a fund created to secure the bonds or notes or required to provide for the funding of any other matters required by a resolution authorizing the issuance of bonds or notes would have to be spent for the purposes of the Trust Fund. Any money derived from the proceeds of bonds or notes would have to be spent by the Authority in sb1257&sjrm/0708 20—F-2 the manner prescribed in Part 19 and the resolution authorizing the indebtedness. The Authority could issue from time to time bonds or notes in principal amounts it considered necessary to provide funds for any purpose. The bonds or notes would not be a general obligation of the Authority but would be payable solely from the revenue or funds, or both, pledged to the payment of the principal of and interest on them as provided in the authorizing resolution. The Authority's bonds or notes would have to be authorized by resolution of the Authority and bear the date or dates of issuance. They could be issued as either tax-exempt or taxable bonds or notes for Federal income tax purposes. Bonds or notes could be sold at a public or private sale at the time, at the price, and at a discount as the Authority determined. Bonds and notes of the Authority would not be subject to the Revised Municipal Finance Act. A bond or note of the Authority would not have to be filed under the Uniform Securities Act. The issuance of bonds and notes would be subject to the Agency Financing Reporting Act. The Authority could authorize and approve an insurance contract, an agreement for a line of credit, a letter of credit, a commitment to purchase notes or bonds, an agreement to remarket bonds or notes, and any other transaction to provide security to assure timely payment of a bond or note. The Authority could authorize payment from the proceeds of the notes or bonds, or other funds available, of the cost of issuance, including fees for placement, charges for insurance, letters of credit, lines of credit, remarketing agreements, reimbursement agreements, or purchase or sales agreements or commitments, or agreements to provide security to assure timely payment of notes or bonds. Neither the members of the Board nor any person executing bonds or notes issued under Part 19 or any person executing any agreement on behalf of the Authority would be liable personally on the bonds or notes by reason of their issuance. Page 3 of 5 The Authority could purchase bonds or notes out of funds or money available for that purpose. The Authority could hold, cancel, or resell Authority bonds or notes subject to or in accordance with an agreement with holders of Authority bonds or notes. Notwithstanding any restriction contained in any other law, the State and a public officer, local unit of government, or agency of the State or a local unit, a bank, trust company, savings bank and institution, savings and loan association, investment company, or other person carrying on a banking business, an insurance company, insurance association, or other person carrying on an insurance business, or an executor, administrator, guardian, trustee, or other fiduciary, could legally invest funds belonging to them or within their control in bonds or notes, and Authority bonds or notes would have to be authorized security for public deposits. Property of the Authority would be public property devoted to an essential public and governmental function and purpose. Income of the Authority would be considered to be for a public purpose. The Authority's property and income and operation would be exempt from all taxes and special assessments of the State or a political subdivision of the State. Bonds or notes issued by the Authority, and the interest on and income from them, would be exempt from all taxation of the State or a political subdivision. The bill would require Part 19 to be construed liberally to effectuate the legislative intent and purposes as complete and independent authority for the performance of each and every act and thing authorized by Part 19. All powers granted would have to be broadly interpreted to effectuate the intent and purposes and not as a limitation of powers. The Authority could promulgate rules as necessary to implement Part 19. Senate Joint Resolution M Article IX, Section 35 of the State Constitution provides for the Michigan Natural Resources Trust Fund (described below, under BACKGROUND). The Trust Fund consists of all bonuses, rentals, delayed rentals, and royalties collected or sb1257&sjrm/0708 20—F-3 reserved by the State under provisions of leases for the extraction of nonrenewable resources from State-owned land, subject to certain exceptions. The Trust Fund may receive appropriations, money, or other things of value. Trust Fund assets must be invested as provided by law. The interest and earnings of the Trust Fund must be spent for the acquisition of land or rights in land for recreational uses or protection of the land because of its environmental importance or its scenic beauty, for the development of public recreation facilities, and for the administration of the Fund, which may include payments in lieu of taxes on State- owned land purchased through the Fund. Under the joint resolution, the administration of the Fund also could include the repayment of bonds and notes. Currently, until the Trust Fund reaches an accumulated principal of $500.0 million, the Legislature may provide, in addition to the authorized expenditure of interest and earnings, that up to one-third of the revenue from bonuses, rentals, delayed rentals, and royalties the Fund received during each State fiscal year may be spent during subsequent fiscal years for the specified purposes. The joint resolution would increase this amount to two-thirds of the revenue from those sources. (Part 19 of the Natural Resources and Environmental Protection Act contains the same requirements for the expenditure of the interest and earnings of the Trust Fund, and the expenditure of additional money received by the Fund. Senate Bill 1257 would make the same changes to these provisions as proposed by the joint resolution.) The joint resolution would allow the Trust Fund Board to authorize the issuance of bonds and notes for the specified purposes, payable from the allowable expenditures of the Fund. If approved by two-thirds of the members elected to and serving in each house of the Legislature, the joint resolution would have to be submitted to the voters at a special election on August 5, 2008. MCL 324.1901 & 324.1903 Page 4 of 5 BACKGROUND Under Article IX, Section 35 of the State Constitution, until the Trust Fund reaches an accumulated principal of $500.0 million, $10.0 million of the revenue from bonuses, rentals, delayed rentals, and royalties otherwise dedicated to it that are received by the State each fiscal year must be deposited into the Michigan State Parks Endowment Fund. Until then, however, in any fiscal year, not more than 50% of the total revenue must be deposited into the Endowment Fund. The amount accumulated in the Trust Fund in any fiscal year may not exceed $500.0 million, exclusive of interest and earnings and amounts authorized for expenditure. When the accumulated principal reaches $500.0 million, all revenue that the Trust Fund would receive but for the limitation must be deposited into the Endowment Fund until the Endowment Fund reaches an accumulated principal of $800.0 million. When the Endowment Fund reaches that accumulated principal, all revenue must be distributed as provided by law. At least 25% of the total amounts made available for expenditure from the Trust Fund from any fiscal year must be spent for acquisition of land and rights in land, and at least 25% must be spent for development of public recreation facilities. Article IX, Section 35 requires the Legislature to provide by law for the establishment of the Trust Fund Board within the DNR. The Board must recommend the projects to be funded by submitting its recommendations to the Governor, who must submit them to the Legislature in an appropriations bill. Legislative Analyst: Julie Cassidy FISCAL IMPACT The resolution and the bill would increase the total amount of annual revenue that could be spent from the Michigan Natural Resources Trust Fund (MNRTF) and expand the purposes for which the Fund may be used. Average annual revenue to the Fund is $58.5 million, including interest and earnings. Currently, the interest and up to 33-1/3% of the revenue from bonuses, rentals, and royalties may be spent on land Bill Analysis @ www.senate.michiQan.aov/sfa sbl257&sjrm/0708 20—F-4 acquisition, recreation development projects, and administration of the Fund. From the balance of 66-2/3% of the revenue, $10.0 million is deposited into the State Park Endowment Fund. The remainder of the balance is deposited into the permanent investment (corpus) of the MNRTF. In fiscal year (FY) 2006-07, the total amount deposited into the permanent investment from the royalty revenue was $18.7 million. As of September 30, 2007, the permanent investment in the MNRTF was $345.3 million. The cap on the permanent investment is $500.0 million. Depending on the volume and value of extracted nonrenewable resources, the cap on the MNRTF may be reached in the next five to 10 years. At that time, the annual revenue will be redirected to the State Parks Endowment Fund and only the interest and earnings of the MNRTF will be spent. The resolution and the bill would increase the amount of the annual revenue that may be spent from the Fund. Under the proposed changes, an additional $14.3 million could have been spent from the MNRTF in FY 2006- 07. The permanent investment of the MNRTF would continue to grow, but at a slower rate, taking longer to reach the cap. The resolution and the bill would authorize the Michigan Natural Resources Trust Fund Authority to issue revenue bonds to support the same purposes that the MNRTF is currently used for and to use the Fund to repay the bonds. Any bonds or notes would not be a general obligation of the State. The cost to the MNRTF would depend on the amount of any bond or note, the interest rate, and term of the bond or note. The debt payments would be paid from the 66- 2/3% of the revenue that could be spent under the proposal, not the portion designated for deposit into the permanent investment. The bill also would authorize the Authority to hire consultants and temporary or permanent staff to support its operations. These costs would be considered administrative and paid by the MRNTF. For FY 2007-08, $2.8 million is appropriated from the Fund to pay administrative costs for staff support and investment activities. These expenses could increase if the Page 5 of 5 Authority required legal counsel for the issuance of debt. Fiscal Analyst: Jessica Runnels S0708\sl257sa This analysis was prepared by nonpartisan Senate staff for use by the Senate in its deliberations and does not constitute an official statement of legislative intent. Bill Analysis @ www.senate.michigan.gov/sfa sb1257&sjrm/0708 20—F-5 By CHARLES CRUMM Of The Oakland Press Oakland County Executive L. Brooks Patterson says he has at least a partial solution for county employees facing rising gasoline prices. government, as well as busirxesses, ul Oakland County, wouldfollow suit. There are about 4,500 county employees and roughly 700,000 workers in the entire county. Emphasizing gas prices at the $4 per gallon level, Patterson cited one analyst who foresees prices of $12 per gallon and prolonged gas rationing. County taxpayers would benefit by getting longer service hours at county offices, while.employees would save 20 percent on their fuel costs and get the morale boost of three-day weekends, Patterson said. The offer for the four -day weeks will be made on a department by depart- ment basis and the program is com- pletely voluntary. "We have a lot to be gained by it," Patterson said, acknowledging that "not everyone can do it" because some county departments require staffmg around the clock. Even if only 800 county employees participated, it would save $300,000 in fuel costs at $4 a gallon, he said. if 100,000 workers countywide went to a four -day work week, that would save 20.8 million gallons of gasoline, Patterson estimated. "We think that's a significant sav- ings," Patterson said. Patterson said he plans to take the proposal to county commissioners for approval next week. Whether other county departments will go along is another question. PLEASE SEE WORK WEEK/A-10 0 AN n rn% y 1 { iot1al aonabluna —Y to American Dia- ficiating. Burial Oak Hill 'e- velopes available at meter@. Lying in State at home. o send a Fri- condolence ence to tCobb's he day on oto 8 P.M.Family to will receive friends on Satur- itsfuneralhome.com day 10 30 to 11 a.m. at the rd. estbooh. mcoonald's cooking fries in trans -tat -free oil 3 1 about $65 a year ago, ned against the euro When the greenback und, commodities illose their value as ;ainst inflation. stronger dollar makes expensive to investors CHICAGO (AP) - McDon- ald's said Thursday its french fries are now trans -fat -free in all its restaurants in the United States and Canada, catching it up with its fast food rivals in that category. CEO Jim Skinner made it official at its annual shareholders meeting at McDonald's Corp. headquar- ters in Oak Brook, M. McDonald's has lagged other restaurant operators in switch- ing over to a zero -trans -fat cooking oil out of worries it es in a price runup would compromise the taste ded nearly $9 to a price of its trademark fries. It has this week, and almost been under increasing pressure the from consumer avocates and sell to take p ofiast month, ts, some public officials to make said. rose $4.19 a barrel on day alone. ,aris-based International Agency on Thursday s worried about whether enough oil to meet lmand, and is work- t review of the world's ;est oil fields that could a major revision in its watched forecasts. market is really struc- tight ... oil demand is (wing that fast, but sup- :onstrained," said Victor an energy analyst with i & Gertz in Singapore. FROM PAGE A-1 Visitation Friday 2-4 ana n-o p.m. the change, but it did so quietly. kinner saidMcDonald's is on schedule to convert to the new oil by year's end for its remain- ing baked items, pies and cook- ies. Oakland County Sheriff Mike Bouchard said he's tested the idea at a substation but that there wasn't much interest, even though 440 shifts are fairly common in law enforcement. "I'm always willing to look at things that give them more time with their family and give the law enforcement coverage," Bouchard said. California's gay marriage opponents seek 5-month delay SAN FRANCISCO (AP) — A conservative legal group is asking the California Supreme Court to stay its decision legal- izing same -sex marriage until voters get a chance to weigh in. The Arizona -based Alliance Defense Fund wants the ruling stayed until November, when voters are likely to encounter a ballot measure would amend Oakland county Treasurer Pat Dohany said his depart- ment works closely with the county clerk's office and would have to coordinate 4-40 schedul ing with them. "We're minimally staffed now for five days, 8 hours a day," Dohany said. "Most of our people deal with the pub- lic. We'd certainly like to do something but our No.1 goal is service to the public." Dohany said he'd review it, as did Oakland County Clerk Ruth Johnson. For information on n In Memoriam ad, a1f248.745.4500. the state's constitution to ban gay marriage. That vote would overturn the justices' ruling. Judge denies motions to delay arraignment of 9111 suspects______ GUANTANAMO BAY NAVAL BASE, Cuba (AP) — A military judge has denied motions to delay the arraignments of five Guantanamo detainees suspect- ed of mounting the Sept.11 ter- rorist attacks. In his Thursday ruling, Marine Col. Ralph Kohlmann says the military commission finds the interests of justice in the complex legal case will be best served by completion of the arraignments on June 5. ``I think its a great idea to help out county employees that work in departments that can do it,,, Johnson said. "We'll definitely look at it see if it will work for the register of deeds and clerk's office. ,,We have a lot of customer contact. Any change we make has to allow us to give excellent service to the public," Johnson said. Contact staff writer Charles Crumm at (248) 745-4649 or charlie.c rumm@oakp ress.com. a _ _u u� aG*,, ._; eS-CnnVq++..t feuz Leo Ll}tnnduc6e[dpano uop ti `•too [} alb eq a inn sere e 686 U a� Lco ,, a}uL zno uaaq}°u 0 -pil ueQ zompanol ie a p p p uat10f 3° a}VaSa}u[ aq o} per[ saouatu�a a p `p[uaa� t3 �0}�Ltn[ °[os d ['to not}��I L[.L Tiny }sue nob l —,KV Luautana[LCoF� }I'p sn, �etd o} �uto� Semi�inl.. , �n 2ualt _ R.rtan 111310p 2t idotlure l s,ag„,PV1 .auioQ�?q� 2 Page 1 of 2 Karen Kohn From: Stencil, Dan [stencild@oakgov.com] Sent: Tuesday, May 27, 2008 3:34 PM To: 'Karen Kohn' Subject: FW: Dennis Schornack Appointed Executive Director of MRPA 6/4 FOR -----Original Message ----- From: Michigan Recreation and Park Association[mailto:postmasterl3@303media.net] Sent: Saturday, May 24, 2008 12:32 PM To: stencild@oakgov.com Subject: Dennis Schornack Appointed Executive Director of MRPA Dennis Schornack Appointed ExecutivDirector of i r OKEMOS, MI - May 26, 2008 - The Michigan Recreation and Park Association (MRPA) announced today the appointment of Dennis L. Schornack as its executive director. Schornack comes to MRPA with extensive governmental experience. From 2002 to 2007, he served under President, George Bush and the U.S. Senate, as United States Chairman for the International Joint Commission, U.S. and Canada, a bi-national treaty organization established to prevent and resolve disputes over international water resources. From 1991 to 2002, he served as senior policy advisor and director of strategic initiatives for Michigan Governor, John Engler, managing special projects assigned by the governor and his chief of staff in the! areas of health and the environment. As executive director for MRPA, Schornack will direct and manage statewide operations for the organization and its six regional groups, and oversee staff operations at the MRPA headquarters in Okemos, Michigan. "We are pleased to announce Dennis Schornack as our new executive director and are confident that he will lead the association to fulfill its potential as the premier resource organization for the parks and recreation industry in Michigan and beyond." said MRPA President, Kendall Klingelsmith, CPRP. "We feel fortunate to have Dennison our team." Inclusion Statement MRPA invites and welcomes participation in its events by everyone. All MRPA activities and programs are accessible to and useable by individuals with disabilities. If you require special assistance to an MRPA-sponsored program, please contact MRPA headquarters at (517) 485-9888. ........................................................................ ........................................................................ General Information MRPA's core mission is to be a member -driven organization committed to providing quality professional development, advocacy, programs, and services with fiscal integrity and progressive leadership to Michigan's park and recreation professionals and agencies. ........................................................................ ........................................................................ Advertising Information For information on advertising, call the Communications/Marketing Department of the MRPA at (517) 485-9888, or inquire by e-mail at info mrpaonline.org. ........................................................................ ........................................................................ You are receiving this e-mail as a benefit of your membership with the Michigan Recreation and Park Association. You are not receiving this message via subscription or electronic list. If you have suggestions for future mailings, please e-mail Communications/Marketing Services Manager, Robert Robinson at rrobinsonamrpaonline.org. To unsubscribe to this MRPA member news service, send an email to info mrpaonline.org and please type "remove" in the subject heading. Copyright 2007 Michigan Recreation and Park Association 20-L-1 5/27/2008 V E G ETAT 10 N MANAGEMIENT NOTtCE Arw d UJIM-11,11-41 11SM0 HE t f Trees and high voltage power lines are a hazardous combination. Trees The Blackouo2003 that come into contact with transmission lines can cause serious system Outages and blackouts are outages and pose a significant safety threat to residents and the public. inconvenient, costly and potentially Even when there is no direct contact, electricity can arc from transmission dangerous. The Blackout of 2003 left lines to nearby tree branches, posing personal safety and fire issues. 50 million people in the Northeast, ITC Holdings Corp., through its subsidiaries ITCTransmission and Michigan Midwest and Canada without power Electric Transmission Company, LLC. (METC), owns, operates and for days. Hospitals, nursing homes, maintains more than 8,100 miles of high voltage transmission lines in police and fire departments and Michigan's Lower Peninsula. ITC is federally required to maintain its utility schools were just a few of the critical corridors to prevent all vegetation related electrical outages. services heavily impacted by the Blackout. The underlying cause of the In recent weeks, ITC has been trimming and removing trees in many Blackout, tree contact with power Macomb County communities. Beginning May 26, the company will focus lines in northern Ohio, is well on work in Shelby Township. Where permissible, the following will occur: documented. ITC is responsible for • In areas directly under the transmission line or 10 feet outside of the protecting communities and residents line, trees will be removed. from Outages and safety threats like the Blackout of 2003. • Outside of this area, trees that threaten safety or reliability will be targeted for removal. • If ITC lacks tree removal rights or permission for removal is not obtained, trees will be pruned to the extent easements permit. Affected property owners will receive further communication from the company. If you have questions about ITC's vegetation management practices, please call 1-877-ITC-ITC9 (1-877-482-4829). To learn more about ITC, please visit www.itc-holdings.com 27175 Energy Way - Novi, MI 48377 7 f)-NT- 1