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HomeMy WebLinkAboutAgendas/Packets - 2009.04.08 - 40161Pecky D. Lewis, Jr. Chairman Richard Skarritt Vice Chairman J. David VanderVeen Secretary Tim Burns Gregory C. Jamian Robert Kostin Christine Long John P. McCulloch Charles Palmer Scott _aniel 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 PAR April 3, 2009 Oakland County Parks and Recreation Commission Oakland County, Michigan Commissioners: A meeting has been called of the Oakland County Parks and Recreation Commission as follows: PLACE .............................Administration Office 2800 Watkins Lake Road Waterford, MI 48328 TIME .............................. Wednesday, April 8, 2009 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, CJ Daniel J. Stencil Executive Officer Next Meeting: Wednesday, May 6, 2009 D:\$Data\My documents\COMMISSION\agendaltr.doe 0 ur- mission is to provide recreational, leisure and learning experiences that enhance quality of life. Y. 2• 3• Conn►ission and Recreatiou d County wat . Lake Road Oaklan280 14832% Waterford? APrilB' 7,009 action Re aired 11011 call Meeting to Order 9 :0 pledge of Allegiance Roll Call ice Award eats LBpN Award er1p_years of S ery public Comm palm , herty' presentations Charles ,Kathleen Dou g rokenshaw Boyd B Laurie Stasiak f1elds, 2009 PY 2p09 and troductiOns' Terry for March 4, n 2(28(09 Staff In n Meeting Minutes ent Register PM OS' Comrnisslo & Department Punds 200 for period ends g F`r 2009 th ending 2128109 4 al Service M 05 for mon Intern ent Register F F-Y 2009 pM 06 FY 2009) 5 he" Paym PM 5 V ouch OP erations F'' 2009 and March' Combined Statement of 6 Report (p ebruary ° FM 0 � Activity 8 Bid Items Oaks Dog park Construction 1 Red Roof and Skylight 2 Administration-guilding ent(An Bement WRCISOCA 'Ease 9. OC ent of Busmess Plans Policy 14 Developm ess plan Oaks $usin 11, Lyon purchasing 12. Quarterly -Reports: Officer s Report Office BXecutive at Administration 13 • n,. Closed Session May 612p09, 9 a' 14• Wednesdays Next Meeting: Approval Approval Approval Informational APProval terlFrone # PrLewis (248 646•S911 P. Lens 4 Gill 24S•858•494 D • Sten 4 S Wells( 248.85g•463 48 85g,4b03 S. Kicil 2 4612 S Cod 249 858' Approval Informational Approval Approval Informational Informational S. Cox 48•343.31b5 L. GeeJ2 248.85g.4623 M Donnell( 481_ 1 Danielsl249 858 5 M• Donnellonll •Daniels M Donnellon Stencil P Castonia(D p Castonia(D Stencil p Castonia(7. Daniels D. Stencil Presentations Commissioner Charles Palmer will be recognized for 10 years of service on the Oakland County Parks and Recreation Commission. Boyd Brokenshaw and Kathleen Dougherty will be presented with "LEON" Awards for their participation on the "Greens Initiative" work team. STAFF INTRODUCTIONS Terry Fields has filled the Chief of Recreation — Programs and Services position. Terry comes to us from West Bloomfield Township Parks and Recreation where she held the position of Recreation Superintendent. She also held positions in the City of Wyoming and with Wayne County Parks. Laurie Stasiak has filled the Recreation Program Supervisor — Aquatics/Health & Fitness position. Laurie comes to us from West Bloomfield Parks and Recreation where she held the position of Recreation Coordinator. Laurie brings a wealth of knowledge and experience in special event programming, camps, aquatics and customer service. OAKLAND COUNTY PARKS AND RECREATION COMMISSION MEETING March 4, 2009 Chairman Lewis called the meeting to order at 9:09 a.m. in the commission room of Parks and Recreation's administration office. COMMISSION MEMBERS PRESENT: Chairman Pecky D. Lewis, Jr., Vice Chairman Richard Skarritt, Secretary J. David VanderVeen, Tim Burns, Joe Colaianne, Robert Kostin, Christine Long, Charles Palmer, John Scott ALSO PRESENT: Parks and Recreation OC 4-H Fair Association Pros Consulting LLC Michigan Department of Agriculture Oak Management Corporation PUBLIC COMMENTS: There were no public comments. Daniel Stencil, Executive Officer Sue Wells, Manager-P & R Operations Mike Donnellon, Chief, Parks Fac. Maint. Oper. Jim Dunleavy, Chief, Parks Oper. & Maint.-North Larry Gee, Chief, Parks Oper. & Maint.-South Sheila Cox, Capital Improvement Coordinator Brian Menghini, Supervisor II Desiree Stanfield, Supv. - Communications Karen Kohn, Supv. — P & R Admin. Services Phil Castonia, P & R Business Dev. Rep. Stephanie Mackey, P & R Business Dev. Rep. Melissa Prowse, P & R Business Dev. Rep. Boyd Brokenshaw, Park Supervisor Derenda Howard, Recreation Program Supervisor Colin Gibbs, Parks Crew Chief Ken Stratton, General Maintenance Mechanic LC Scramlin, General Manager Leon Younger, Principal Partner Debbie Swartz, Program Coordinator John Johnson, Stewardship Specialist Janet Lekas, Vice President and Treasurer Dan Shaw, Vice President of Operations FIRE AND ICE FEST POWERPOINT PRESENTATION: Mr. VanderVeen presented the Fire and Ice Fest Winter Festival PowerPoint presentation and thanked the Commission and staff, specifically Jim Dunleavy, Derenda Howard, Colin Gibbs and Ken Stratton for their outstanding efforts at this event. MICHIGAN TURFGRASS PRESENTATION: Debbie Swartz, Program Coordinator for the Michigan Department of Agriculture, presented Park Supervisor Boyd Brokenshaw with the Michigan Turfgrass Environmental Stewardship Program Certification. Mr. Brokenshaw successfully completed the requirements for this program, making Groveland Oaks the first park in the state of Michigan to achieve this certification. 4-1 (Commission Meeting, March 4, 2009) APPROVAL OF MINUTES: Moved by Mrs. Long, supported by Mr. Scott to approve the minutes of the meeting of February 11, 2009. AYES: Burns, Colaianne, Kostin, Lewis, Long, Palmer, Scott, Skarritt, VanderVeen (9) NAYS: (0) Motion carried on a voice vote. Moved by Mr. Palmer, supported by Mr. Scott to approve the minutes of the Public Hearing for the Michigan Natural Resources Trust Fund Grant Application on February 11, 2009. AYES: Burns, Colaianne, Kostin, Lewis, Long, Palmer, Scott, Skarritt, VanderVeen (9) NAYS: (0) Motion carried on a voice vote. PAYMENT APPROVAL: Moved by Mr. Skarritt, supported by Mr. VanderVeen to approve payments for the Internal Service and Department Funds Payment Register for January 2009 (FM 04, FY 2009) and the Payment Register for the Voucher Report Period of January 2009 (FM 04, FY 2009). AYES: Burns, Colaianne, Kostin, Lewis, Long, Palmer, Scott, Skarritt, VanderVeen (9) NAYS: (0) Motion carried on a voice vote. COMBINED STATEMENT OF OPERATIONS: Moved by Mr. Colaianne, supported by Mrs. Long to approve the Combined Statement of Operations for the month ending January 31, 2009 (FM 04, FY 2009). AYES: Burns, Colaianne, Kostin, Lewis, Long, Palmer, Scott, Skarritt, VanderVeen (9) NAYS: (0) Motion carried on a voice vote. POLICY TO DEVELOP A POLICY: The Policy to Develop a Policy was developed as an instrument to provide the framework for staff to use as future policies are developed and implemented. This form of business management is a requirement as the department pursues accreditation and ultimately the National Recreation and Park Association's Gold Medal Award, the highest level of achievement in the parks and recreation field. Moved by Mrs. Long, supported by Mr. Scott to approve the Policy to Develop a Policy. 4-2 (Commission Meeting, March 4, 2009) AYES: Burns, Colaianne, Kostin, Lewis, Long, Palmer, Scott, Skarritt, VanderVeen (9) NAYS: (0) Motion carried on a voice vote. LYON OAKS BUSINESS PLAN: Leon Younger, Pros Consulting LLC, presented the completed draft of the Lyon Oaks Business Plan, which is a component of Phase 2 in the Strategic Planning process. This plan will be the prototype for the business plan at each facility. The Lyon Oaks business plan was selected first to be completed due to the $1.2 million budget shortfall last year. The intent is to lower the subsidy level at each facility as the department adopts a business model and focuses on business planning. Discussion followed with the Commission questioning how some of the figures detailed in the business plan were allocated among the different cost centers. Staff will review and report their findings at the next meeting. Janet Lekas, Vice President and Treasurer, and Dan Shaw, Vice President of Operations, Oak Management Corporation, spoke to some of the items in the Business Plan as they pertained to banquet operations at the facility. Moved by Mr. Palmer, supported by Mr. Burns to table the Lyon Oaks Business Plan, Pricing Policy, Partnership Policy and Sponsorship Policy agenda items to a future meeting, to be determined. AYES: Burns, Colaianne, Kostin, Lewis, Long, Palmer, Scott, Skarritt, VanderVeen (9) NAYS: (0) Motion carried on a voice vote. MARKETING AND COMMUNICATIONS QUARTERLY UPDATES: Desiree Stanfield, Communications Supervisor, provided an update on the Marketing and Communications section for the quarter ending February 28, 2009. FY 2009 FIRST QUARTER FINANCIAL FORECAST REPORT: Moved by Mr. Colaianne, supported by Mr. Kostin to approve the Fiscal Year 2009 First Quarter Financial Forecast Report. AYES: Burns, Colaianne, Kostin, Lewis, Long, Palmer, Scott, Skarritt, VanderVeen (9) NAYS: (0) Motion carried on a voice vote. EXECUTIVE OFFICER'S REPORT: In addition to the Executive Officer's report filed in the agenda, the following was noted: 4-3 (Commission Meeting, March 4, 2009) --Executive Officer Stencil requested participation from one of our commissioners to sit on a sub -committee to review current and past practices of this department regarding employee recreation policies. Mr. Scott volunteered to participate on the sub -committee with the Executive Officer and the officers of the Oakland County Parks and Recreation Commission. OLD BUSINESS: --The Millage renewal is 17 months away. Discussion about collaborating with a committee or organization, such as People for Parks, to promote the upcoming Millage renewal was revisited. Oakland County Corporation Counsel is also assisting staff with ballot language and protocol. Staff will report to the Commission as the committee progresses. NEW BUSINESS: --Mrs. Long shared with the Commission that, at a recent visit to the Biltmore Estate in North Carolina, she viewed a kiosk terminal which inquired if patrons would like to be contacted via email with a current list of news and events. There were four terminals at that location. Mrs. Long felt this was something we should consider for our facilities. Staff will research and provide detailed information to the Commission. Meeting adjourned at 11:24 a.m. The next meeting is scheduled for 9 a.m. on Wednesday, April 8, 2009. J. David VanderVeen, Secretary Suzanne L. Kici, Recording Secretary OAKLAND COUNTY PARKS AND RECREATION COMMISSION PAYMENT APPROVAL SUMMARY FOR MEETING OF: April 8, 2009 *INTERNAL SERVICE & DEPARTMENT FUNDS PAYMENT REGISTER: February (FM5, 2009) *PAYMENT REGISTER: Voucher Report Period, February (FM5, 2009) TOTAL $742,637.25 566,794.82 $1,309,432.07 *BACKUP INFORMATION IS AVAILABLE FOR REVIEW. 5-1 OAKLAND COUNTY PARKS AND RECREATION COMMISSION COMBINED STATEMENT OF OPERATIONS FM 5 FY 2009 (FOR MONTH ENDING 2/28109) 2009 YEAR TO (OVER), % OF REVENUE BUDGET DATE UNDER BUDGET BUDGET ADMINISTRATIVE SERVICES: Millage Tax $15,031,000.00 $11,483,263.33 $3,547,736.67 76.4% Other 309,300.00 167,467.09 141,832.91 54.1 % GLEN OAKS GOLF COURSE 1,083,600.00 113,028.50 970,571.50 10.4% LYON OAKS GOLF COURSE 1,234,500.00 113,165.18 1,121,334.82 9.2% RED OAKS GOLF COURSE 55,960.00 24,073.35 31,886.65 43.0% SPRINGFIELD OAKS GOLF COURSE 811,260.00 45,566.44 765,693.56 5.6% WHITE LAKE OAKS GOLF COURSE 923,250.00 62,354.62 860,895.38 6.8% INDEPENDENCE OAKS NATURE CENTER 42,400.00 9,660.84 32,739.16 22.8% ADDISON OAKS 418,890.00 55,859.14 363,030.86 13.3% ADDISON OAKS CONFERENCE CENTER 135,000.00 35,921.42 99,078.58 26.6% GROVELAND OAKS 697,400.00 1,689.21 695,710.79 0.2% HIGHLAND OAKS 1,700.00 152.00 1,548.00 0.0% INDEPENDENCE OAKS 328,100.00 60,804.27 267,295.73 18.5% LYON OAKS 70,000.00 18,548.50 51,451.50 26.5% ORION OAKS 106,000.00 22,527.38 83,472.62 21.3% ROSE OAKS 1,700.00 30.00 1,670.00 1.8% SPRINGFIELD OAKS ACTIVITY CENTER/PARK 17,100.00 3,791.57 13,308.43 22.2% WATERFORD OAKS ACTIVITY CENTER/PARK 42,744.00 17,059.51 25,684.49 39.9% RECREATION PROGRAMS & SERVICES 27,400.00 4,692.00 22,708.00 17.1% CATALPA OAKS 6,000.00 0.00 6,000.00 0.0% MOBILE RECREATION & SPECIAL EVENTS 349,150.00 75,100.00 274,050.00 21.5% RED OAKS WATERPARK 839,500.00 175.00 839,325.00 0.0% WATERFORD OAKS BMX COMPLEX 17,500.00 1,243.00 16,257.00 7.1% WATERFORD OAKS TOBOGGAN COMPLEX 121,400.00 99,969.79 21,430.21 82.3% WATERFORD OAKS WATERPARK 815,600.00 525.00 815,075.00 0.1% TOTAL REVENUE $23,486,454.00 $12,416,667.14 11,069,786.86 52.9% OPERATING EXPENSES ADMINISTRATIVE SERVICES $4,427,572.00 $1,349,414.33 $3,078,157.67 30.5% FISCAL SERVICES ADMINISTRATION 0.00 34,101.27 (34,101,27) NA FISCAL SERVICES PARKS & REC 377,445.00 80,548.02 296,896.98 NA GLEN OAKS GOLF COURSE 1,214,130.00 373,430.10 840,699.90 30.8% LYON OAKS GOLF COURSE 2,143,137.00 682,017.06 1,461,119.94 31.8% RED OAKS GOLF COURSE 551,394.00 170,610.56 380,783.44 30.9% SPRINGFIELD OAKS GOLF COURSE 787,751.00 252,838.91 534,912.09 32.1% WHITE LAKE OAKS GOLF COURSE 1,030,715.00 321,074.69 709,640.31 31.2% INDEPENDENCE OAKS NATURE CENTER 431,896.00 153,586.03 278,309.97 35.6% ADDISON OAKS 1,524,892.00 377,324.56 1,147,567.44 24.7% ADDISON OAKS CONFERENCE CENTER 326,593.00 50,269.58 276,323.42 15.4% GROVELAND OAKS 1,753,361.00 267,450.49 1,485,910.51 15.3% HIGHLAND OAKS 71,312.00 6,850.20 64,461.80 9.6% INDEPENDENCE OAKS 1,280,845.00 342,380.23 938,464.77 26.7% LYON OAKS 428,379.00 122,223.70 306,155.30 28.5% ORION OAKS 165,835.00 41,823.27 124,011.73 25.2% ROSE OAKS 55,111.00 7,244.19 47,866.81 13.1% SPRINGFIELD OAKS ACTIVITY CENTER/PARK 397,735.00 110,123.18 287,611.82 27.7% WATERFORD OAKS ACTIVITY CENTER/PARK 615,484.00 176,976.61 438,507.39 28.8% RECREATION PROGRAMS & SERVICES 608,957.00 211,480.32 397,476.68 34.7% CATALPA OAKS 68,328.00 4,778.07 63,549.93 7.0% MOBILE RECREATION & SPECIAL EVENTS 629,401.00 176,745.79 452,655.21 28.1 % RED OAKS WATERPARK 1,609,381.00 223,893.92 1,385,487.08 13.9% WATERFORD OAKS BMX COMPLEX 45,085.00 5,016.03 40,068.97 11.1% WATERFORD OAKS TOBOGGAN COMPLEX 343,003.00 217,677.90 125,325.10 63.5% WATERFORD OAKS WATERPARK 1,160,579.00 190,359.11 970,219.89 16.4% FACILITIES & MAINTENANCE 1,610,606.00 479,319.78 1,131,286.22 29.8% CONTINGENCY/INTERNAL SERVICE CHARGES' 900,000.00 84,547.26 815,452.74 N/A $24,558,927.00 $6,514,105.16 18,044,821.84 26.5% REVENUE OVER/(UNDER) EXPENSES ($1,072,473.00) $5,902,561.98 ($6,975,034.98) 2009 2008 ACTUAL REVENUE TO DATE: 52.9% 60.2% BUDGET BALANCE: 47.1% 39.8% ACTUAL EXPENSE TO DATE: 26.5% 29.3% BUDGET BALANCE: 73.5% 70.7% `CONTINGENCY YTD FIGURE: INTERNAL SERVICE FUNDS PAYMENTS IN TRANSIT. (Page 1 of 3) 6-1 OAKLAND COUNTY PARKS AND RECREATION COMMISSION COMBINED STATEMENT OF OPERATIONS FM 5, FY 2009 (FOR MONTH ENDING 2/28109) CONTINGENCY: BUDGET AMENDMENTS CONTINGENCY: PENDING $141,717 to Springfield Oaks Golf Course MDEQ-RPFR Program (OCPRC-Dec.) OTHER: BUDGET AMENDMENTS Salaries & Fringe Benefits Adjustments between budget units because of department reorganization (OCPRC-Oct./Posted Nov.) OTHER: PENDING $43,207 Prevenue and Expense increase for Springfield Oaks Golf Course MDEQ Refined Petroleum Fund Reimbursement Program (OCPRC-Dec.) (Page 2 of 3) 6-2 OAKLAND COUNTY PARKS AND RECREATION COMMISSION COMBINED STATEMENT OF OPERATIONS REVENUE AND EXPENSE COMPARISON FM 5, FY 2009 (FOR MONTH ENDING 2/28109) PARK ADMINISTRATIVE SERVICES: ADMINISTRATIVE SERVICES FISCAL SERVICES ADMINISTRATION FISCAL SERVICES PARKS & REC ADMINISTRATIVE SERVICES SUB -TOTAL GOLF: GLEN OAKS GOLF COURSE LYON OAKS GOLF COURSE RED OAKS GOLF COURSE SPRINGFIELD OAKS GOLF COURSE WHITE LAKE OAKS GOLF COURSE GOLF SUB -TOTAL NATURE: INDEPENDENCE OAKS NATURE CENTER NATURE SUB -TOTAL PARKS: ADDISON OAKS ADDISON OAKS CONFERENCE CENTER GROVELAND OAKS HIGHLAND OAKS INDEPENDENCE OAKS LYON OAKS ORION OAKS ROSE OAKS SPRINGFIELD OAKS ACTIVITY CENTER/PARK WATERFORD OAKS ACTIVITY CENTER/PARK PARKS SUB -TOTAL RECREATION: RECREATION PROGRAMS & SERVICES CATALPA OAKS MOBILE RECREATION & SPECIAL EVENTS RED OAKS WATERPARK WATERFORD OAKS BMX COMPLEX WATERFORD OAKS TOBOGGAN COMPLEX WATERFORD OAKS WATERPARK RECREATION SUB -TOTAL FACILITIES & MAINTENANCE: FACILITIES & MAINTENANCE FACILITIES & MAINTENANCE SUB -TOTAL CONTINGENCY/INTERNAL SERVICE CHARGES* TOTAL YEAR TO DATE REVENUE $11,650,730.42 0.00 0.00 11,650,730.42 113,028.50 113,165.18 24,073.35 45,566.44 62,354.62 358,188.09 YEAR TO DATE REVENUE OVER EXPENSE (UNDER) EXP. $1,349,414.33 34,101.27 80,548.02 1,464,063.62 373,430.10 682,017.06 170,610.56 252,838.91 321,074.69 1,799,971.32 $10,301,316.09 (34,101.27) (80,548.02) 10,186,666.80 (260,401.60) (568,851.88) (146, 537.21) (207,272.47) (258,720.07) (1,441,783.23) 9,660.84 153,586.03 (143,925.19) 9,660.84 153,586.03 (143,925.19) 55,859.14 35,921.42 1,689.21 152.00 60,804.27 18,548.50 22,527.38 30.00 3,791.57 17,059.51 216,383.00 4,692.00 0.00 75,100.00 175.00 1,243.00 99,969.79 525.00 181,704.79 377,324.56 50,269.58 267,450.49 6,850.20 342,380.23 122,223.70 41,823.27 7,244.19 110,123.18 176,976.61 1,502,666.01 211,480.32 4,778.07 176,745,79 223,893.92 5,016.03 217,677.90 190,359.11 1,029,951.14 (321,465.42) (14,348.16) (265,761.28) (6,698.20) (281,575.96) (103,675.20) (19,295.89) (7,214.19) (106,331.61) (159,917.10) (1,286,283.01) (206,788.32) (4,778.07) (101,645.79) (223,718.92) (3,773.03) (117,708.11) (189,834.11) (848,246.35) 0.00 479,319.78 (479,319.78) 0.00 479,319.78 (479,319.78) 0.00 $12,416,667.14 84,547.26 $6,514,105.16 *CONTINGENCY YTD FIGURE: INTERNAL SERVICE FUNDS PAYMENTS IN TRANSIT. (84,547.26) $5,902,561.98 (Page 3 of 3) 6-3 ACTIVITY REPORT item#� -r=_:71A KLAND FEBRUARY, 2009 (FM05, FY2009) DAY USE PARKS * Not included in program totals - only in combined totals. PARTICIPANTS (MONTH) PARTICIPANTS (YTD) In-house events are counted in facility totals. I FM05,FY08 FM05,FY09 FY2008 FY2009 ADDISON OAKS PARK Campers 0 0 6,968 6,292 Day Use 368 490 4,531 3,176 Day Campers 0 0 0 0 *ADDISON OAKS CONFERENCE CENTER 1,301 903 13,785 12,683 CATALPA OAKS PARK Day Use 624 650 1,548 12,999 GROVELAND OAKS PARK Campers 0 0 0 0 Day Use 0 0 0 0 Day Campers 0 0 0 0 HIGHLAND OAKS PARK Day Use 240 242 480 1,631 INDEPENDENCE OAKS PARK Day Use 13,546 8,436 60,884 58,201 Day Campers 0 0 263 0 Overnight Youth Group Campers 0 0 756 9 LYON OAKS Day Use 60 62 3,155 3,072 Dog Park 1,938 1,996 21,358 20,801 ORION OAKS PARK Day Use 2,125 2,321 9,823 10,077 Dog Park 5,552 5,882 26,501 23,245 ROSE OAKS PARK Day Use 629 417 2,812 2,321 SPRINGFIELD OAKS ACTIVITY CENTER Day Use 525 21208 2,510 3,518 4-H Fair 0 0 0 0 *Banquet Facilities 1,750 2,058 13,256 12,603 WATERFORD OAKS Activity Center - non banquet 420 350 2,950 2,492 *Banquet Facilities - Activity Center 70 125 730 927 Day Use 472 206 2,922 3,150 TOTAL CAMPERS 0 0 6,968 6,292 TOTAL DAY USE 18,589 15,032 88,665 98,145 TOTAL DAY CAMPERS 0 0 263 0 TOTAL OVERNIGHT YOUTH GROUP CAMPERS 0 0 756 9 TOTAL DOG PARKS 7,490 7,878 47,859 44,046 TOTAL 4-H FAIR 0 0 0 0 TOTAL ACTIVITY CENTER -NON BANQUET 420 350 2,950 2,492 08-09 ACTIVITY REPORT.As, FEB09 1 of 4 ACTIVITY REPORT FEBRUARY, 2009 (FM05, FY2009) * Not included in program totals - only in combined totals. In-house events are counted in facility totals. GLEN OAKS Rounds Played - 9 Holes Rounds Played - 18 Holes *Banquet Facilities **Grill Room (**Not included in totals) LYON OAKS Rounds Played - 9 Holes Rounds Played - 18 Holes Driving range *Banquet Facilities **Grill Room (**Not included in totals) RED OAKS Rounds Played - 9 Holes SPRINGFIELD OAKS Rounds Played - 9 Holes Rounds Played - 18 Holes **Grill Room (**Not included in totals) WHITE LAKE OAKS Rounds Played - 9 Holes Rounds Played - 18 Holes *Banquet Facilities **Grill Room (**Not included in totals) TOTAL ROUNDS PLAYED - 9 HOLES TOTAL ROUNDS PLAYED -18 HOLES TOTAL DRIVING RANGE PARTICIPANTS (MONTH) FM05, FY08 FM05, FYO 0 0 1,933 1,24 0 0 0 0 402 1,39 0 0 0 0 0 0 0 258 17 0 0 0 0 IKLAND- 0 0 4 0 0 0 2 ONT,"TZATh, ►k PARTICIPANTS (YTD)08 9 FY20 FY2009 1,887 1,673 920 860 16,700 15,209 633 675 279 279 2,077 1,799 0 919 826 5,562 6,737 0 1,516 2,583 0 1,879 1,523 0 1,437 777 0 2,224 1,651 0 1,135 1,029 0 1,195 1,397 0 855 774 5 5,545 6,190 0 952 780 0 6,677 5,649 0 6,076 5,084 0 919 826 08-09 ACTIVITY REPORT.As, FEB09 7_1 ACTIVITY REPORT r.:'!'*JA-KLAND- FEBRUARY, 2009 (FM05, FY2009) W RECREATION,. " Not included in program totals - only in combined totals. PARTICIPANTS (MONTH) PARTICIPANTS (YTD) In-house events are counted in facility totals. FM05,FY08 FM05,FY09 FY2008 FY2009 MOBILE RECREATION Bleachers 0 0 2 5 Festival Package 0 300 4,215 3,505 Bus 945 990 5,310 5,265 Climbing Wall/Tower 0 0 700 1,100 Dunk Tank 0 0 0 0 Inline Skate Mobile/Hockey Mobile 0 0 205 0 Puppet 0 0 0 340 Show Mobile 0 0 10 24 Adventure Sport Mobile 80 440 280 1,000 Tents 0 0 18 11 Camps 0 0 0 0 Miscellaneous 0 1 410 2 WATERFORD OAKS BMX 0 0 0 0 WATERFORD OAKS COURT GAMES COMPLEX 204 206 645 1,022 WATERFORD OAKS FRIDGE 8,300 5,351 20,612 17,657 WATERFORD OAKS LOOKOUT LODGE 195 60 922 1,035 WATERFORD OAKS WATERPARK 0 0 0 0 RED OAKS WATERPARK 0 0 0 0 THERAPEUTIC EVENTS 490 304 4,119 2,648 SENIOR EVENTS 38 0 418 0 TOTAL MOBILE RECREATION VISITS 1 1,0261 1,731 1 11,1501 11,252 TOTAL FACILITIES AND SPECIAL EVENTS 9,227 1 5,921 1 26,716 1 22,362 7-2 08-09 ACTIVITY REPORT.As, FEB09 3 of 4 ACTIVITY REPORT 0:7)AKLAND FEBRUARY, 2009 (FM05, FY2009) NATURE INTERPRETIVE SERVICES PARTICIPANTS (MONTH) PARTICIPANTS (YTD) In-house events are counted in facility totals. I FM05,FY08 FMO5,FYO,91 FY2008 FY2009 ENVIRONMENTAL PROGRAM - INDEPENDENCE OAKS Nature Center 1,276 885 7,320 5,309 Outreach Visits 834 417 2,126 2,471 **Trail Usage ("Not included in totals) 9,084 6,260 33,381 37,550 ENVIRONMENTAL PROGRAM - LYON OAKS Nature Center 214 177 1,015 1,166 Outreach Visits 0 186 249 679 **Trail Usage ("Not included in totals) 68 69 3,358 3,295 TOTAL NATURE CENTERS 1,490 1 1,062 1 8,335 1 6,475 TOTAL OUTREACH VISITS COMBINED• 834 603 PARTICIPANTS (MONTH) 2,375 3,150 PARTICIPANTS (YTD) FM05, FY08 FM05, FY09 FY2008 FY2009 DAY USE PARKS 26,499 23,260 147,461 150,984 GOLF COURSES 0 0 13,672 11,559 RECREATION, FACILITIES AND SPECIAL EVENTS 10,252 7,652 37,866 33,614 NATURE INTERPRETIVE SERVICES 2,324 1,665 10,710 9,625 BANQUET FACILITIES 5,714 5,897 55,578 54,349 GRAND TOTALS 44,789 38,474 265,287 260,131 Therapeutic/Senior Event Breakdown REVISED 10/6/04 Note: Deleted Grill Room numbers from Combined Totals. 08-09 ACTIVITY REPORT.As, FEB09 4 j 43 ACTIVITY REPORT 15:5AKLAND-- MARCH, 2009 (FM07, FY2009) NATURE INTERPRETIVE SERVICES PARTICIPANTS (MONTH) =TICIPANTS (YTD) In-house events are counted in facility totals. 1 FM06,FY08 F1006,FY09 FY20081 FY2009 ENVIRONMENTAL PROGRAM - INDEPENDENCE OAKS Nature Center 1,102 1,352 8,422 6,661 Outreach Visits 354 250 2,480 2,721 **Trail Usage (-*Not included in totals) 7,165 130 40,546 37,680 ENVIRONMENTAL PROGRAM - LYON OAKS Nature Center 166 191 1,181 1,357 Outreach Visits 215 53 464 732 **Trail Usage (**Not included in totals) 131 130 3,489 3,425 TOTAL NATURE CENTERS 1,2681 1,543 1 9,6031 8,018 TOTAL OUTREACH VISITS COMBINED• 569 303 1 PARTICIPANTS (MONTH) 2,944 3,453 PARTICIPANTS (YTD) FMO6,FY08 FMO6,FY09 FY2008 FY2009 DAY USE PARKS 21,993 17,657 169,454 176,779 GOLF COURSES 0 1,223 13,672 12,782 RECREATION, FACILITIES AND SPECIAL EVENTS 4,586 3,549 42,455 38,020 NATURE INTERPRETIVE SERVICES 1,837 1,846. 12,547 11,471 BANQUET FACILITIES 12,025 8,04Q 67,603 64,730 GRAND TOTALS 1 40,441 32,315 305,731 303,782 �b-ball Therapeutic/Senior Event Breakdown 32, TGIT-90, Royal Oak-66, Boys Girls -46, Ferndale 52, Goalball 18 REVISED 10/6/04 Note: Deleted Grill Room numbers from Combined Totals. 7-4 08-09 ACTIVITY REPORT.As, MAR09 4 of 4 ACTIVITY REPORT 15:7JAKLAND-- MARCH, 2009 (FM07, FY2009) MWIT; ik DAY USE PARKS * Not included in program totals - only in combined totals. PARTICIPANTS (MONTH) PARTICIPANTS (YTD) In-house events are counted in facility totals. FM06,FY08 FM06,FY09 FY20081 FY2009 ADDISON OAKS PARK _ Campers 0 6,968 6,292 Day Use 420 492 4,951 3,668 Day Campers 0 0 0 *ADDISON OAKS CONFERENCE CENTER 1,975 2,341 15,760 15,024 CATALPA OAKS PARK Day Use 585 714 1 2,133 13,713 GROVELAND OAKS PARK Campers 0 0 0 0 Day Use 0 0 0 0 Day Campers 0 0 0 0 HIGHLAND OAKS PARK Day Use 240 847 720 2,478 INDEPENDENCE OAKS PARK Day Use 8,650 12,437 69,534 70,638 Day Campers 0 0 263 0 Overnight Youth Group Campers 0 0 756 9 LYON OAKS PARK Day Use 70 238 3,225 3,310 Bark Park 2,259 2,217 23,617 23,018 ORION OAKS PARK Day Use 2,125 2,1371 11,948 12,214 Bark Park 5,552 1 5,603 32,053 28,848 ROSE OAKS PARK Day Use 629 420 3,441 2,741 SPRINGFIELD OAKS ACTIVITY CENTER Day Use 425 112 2,935 3,630 4-H Fair 0 0 0 0 *Banquet Facilities 1,669 1,410 14,925 14,013 WATERFORD OAKS Activity Center - non banquet 496 318 3,446 2,810 *Banquet Facilities - Activity Center 215 80 945 1,007 Day Use 542 260 3,464 3,410 TOTAL CAMPERS 0 0 6,968 6,292 TOTAL DAY USE 13,686 17,657 102,351 115,802 TOTAL DAY CAMPERS 0 0 263 0 TOTAL OVERNIGHT YOUTH GROUP CAMPERS 0 0 756 9 TOTAL BARK PARK 7,811 7,820 55,670 51,866 TOTAL 4-H FAIR 0 0 0 0 TOTAL ACTIVITY CENTER -NON BANQUET 496 318 3,446 2,810 7-5 08-09 ACTIVITY REPORT.As, MAR09 1 of 4 ACTIVITY REPORTOgKLAND MARCH, 2009 (FM07, FY2009) GOLF COURSES * Not included in program totals - only in combined totals. PARTICIPANTS (MONTH) PARTICIPANTS (YTD) In-house events are counted in facility totals. I FMO6,FY08 FMO6,FY091 FY2008 FY2009 GLEN OAKS Rounds Played - 9 Holes 0 387 1,887 2,060 Rounds Played - 18 Holes 0 118 920 978 *Banquet Facilities 3,380 2,705 20,080 17,914 **Grill Room (**Not included in totals) 0 0 633 675 LYON OAKS Rounds Played - 9 Holes 0 72 279 351 Rounds Played - 18 Holes 0 0 2,077 1,799 Driving range 0 0 919 826 *Banquet Facilities 2,462 1,690 8,024 8,427 **Grill Room (**Not included in totals) 10 1 0 1,516 2,583 RED OAKS Rounds Played - 9 Holes 0 0 1,879 1,523 SPRINGFIELD OAKS Rounds Played - 9 Holes 0 49 1,437 826 Rounds Played - 18 Holes 0 128 2,224 1,779 **Grill Room (**Not included in totals) 0 0 1,135 1,029 WHITE LAKE OAKS Rounds Played - 9 Holes 0 341 1,195 1,738 Rounds Played - 18 Holes 0 128 855 902 *Banquet Facilities 2,324 2,155 7,869 8,345 **Grill Room (**Not included in totals) 0 87 952 867 TOTAL ROUNDS PLAYED - 9 HOLES 0 849 6,677 6,498 TOTAL ROUNDS PLAYED - 18 HOLES 0 374 6,076 51458 TOTAL DRIVING RANGE 0 0 919 826 7-6 08-09 ACTIVITY REPORT.As, MAR09 2 of 4 ACTIVITY REPORT C17)JAKLAND MARCH, 2009 (FM07, FY2009) RECREATION, FACILITIES AND SPECIAL EVENTS Not included in program totals - only in combined totals. PARTICIPANTS (MONTH) PARTICIPANTS (YTD) In-house events are counted in facility totals. FMO6,FY08 FMO6,FY09 FY2008 FY2009 MOBILE RECREATION Bleachers 0 0 2 5 Bouncers 505 0 4,720 3,505 Bus 1,305 855 6,615 6,120 Climbing Wall/Tower 100 0 800 1,100 Dunk Tank 0 0 0 0 Inline Skate Mobile/Hockey Mobile 0 0 205 1 0 Puppet 0 0 0 340 Show Mobile 0 0 10 24 Adventure Sport Mobile 40 0 320 1,000 Tents 0 0 21 11 Camps 0 0 0 0 Miscellaneous 0 2 410 4 WATERFORD OAKS BMX 0 0 0 0 WATERFORD OAKS COURT GAMES COMPLEX 204 206 849 1,228 WATERFORD OAKS FRIDGE 1,919 2,977 22,531 20,634 WATERFORD OAKS LOOKOUT LODGE 52 62 974 1,097 WATERFORD OAKS WATERPARK 0 0 0 0 RED OAKS WATERPARK 0 0 0 0 THERAPEUTIC EVENTS 461 304 4,580 2,952 SENIOR EVENTS 0 0 1 418 0 TOTAL MOBILE RECREATION VISITS 1,950 8571 13,103 1 12,109 TOTAL FACILITIES AND SPECIAL EVENTS 2,636 1 3,549 29,352 1 25,911 7-7 08-09 ACTIVITY REPORT.As, MAR09 3 of 4 ITEM #8 Red Oaks Dog Park Construction Staff has completed the engineering and design for three one -acre dog park areas, pavilion, water source, park sign, detention basin, and a 60-space paved parking lot with access from Dequindre Road. This project ties in with our strategic plan 3.1.4 to enhance recreation facilities and park operations that meet the recreation needs of the community. Additionally, as part of the City of Madison Heights Site Plan Review Process, OCPRC is required to install a 10' wide safety path along Dequindre Road as part of the Oakland/Macomb Connector Trail. Other items include parking lot and pavilion lighting, decorative fencing, four foot farm fencing, and fabric screens on six foot chain -link fencing around the existing OCWRC GWK Building. With the current GWK Drain Repairs (Contract 6b) that require restoration for this area, staff pursued the opportunity to utilize the existing contract 6b unit cost (Six-S Construction) to construct and install the parking lot and dog park appurtenances. Staff is reviewing the submitted construction costs with Six-S Construction, OCWRC engineers and park staff, and will make a recommendation at the Commission Meeting on April 8, 2009. The adopted FY2009 Capital Improvement Project budgeted amount is $150,000. E:� Item #8-2 Oakland County Parks and Recreation Administration Building Roof and Skylight Replacement The Waterford Oaks Administration Building Roof and Skylight Replacement project consists of re -roofing the administration building with asphalt shingles and EPDM flat roof membranes, plus replacing the existing skylight. The replacement is required due to poor condition of the shingles and recurring leaks around the skylight. This project ties to the Strategic Master Plan's Strategy 2.1 on an asset management program for annual infrastructure maintenance and improvements. Two separate bids were issued through Oakland County Purchasing. The first bid was for the roof replacement, including Base Bid 1 and Base Bid 2. Base Bid 1 included the complete removal of the existing asphalt shingles and the installation of new asphalt shingles, roof sheathing as needed, and related miscellaneous items. Base Bid 2 included the complete removal of the existing EDPM roof and the co installation of a new EDPM roof, roof sheathing as needed, and related miscellaneous items. The second bid was for the skylight replacement. Both bids were received on February 25, they are as follows: Roof Constantine Mando Bright Side Kril Butcher & Four Port Huron Bloomfield Roof -Rite Replacement Construction Construction Painting & Enterprises Baecker Seasons Roofing Construction Construction Building Maintenance Base Bid 1 $27,300.00 $31,400.00 $40,626.00 $45,500.00 $31,002.00 $35,460.00 $41,600.00 $64,500.00 $38,500.00 Base Bid 2 12,2010.00 8,875.00 2,905.00 3,400.00 20,940.00 18,200.00 16,800.00 13,515.00 No Bid Total $39,500.00 $40,275.00 $43,531.00 $48,900.00 $51,942.00 $53,660.00 $58,400.00 $78,015.00 Incomplete Skylight Replacement Abbott K Schlain B & B Glass Bloomfield Construction Royal Glass & Greenhouse Bid $17,120.'00 $18,900.00 $23,000.00 $24,500.00 ITEM #9 Red Oaks Golf Course - Entrance Drive Relocation SOCRRA Easement/Agreement Status With the installation of the new traffic light located less than 150' north of the City of Madison Heights Senior Center and less than 150' south of the existing golf course entrance on John R Road, there has been an increase in automobile accidents. One of the accidents resulted in a consent judgment against the City of Madison Heights which required the city to complete a traffic study and relocate the Senior Center egress to the existing SOCRRA driveway. These improvements have been completed. The traffic study included the Red Oaks Golf Course entrance, since ingress and egress distances are similar. The study completed by Wells & Associates on February 7, 2008 recommended that the golf course entrance also be relocated to the existing SOCRRA driveway. With the current George W. Kuhn Drain repairs (Contract 6b) that closed the golf course for the 2009 season, staff pursued the opportunity to include this recommended drive relocation within the restoration of the GWK Drain repairs as an alternate for safety and economy of construction with a larger project. On July 23, 2008 the Oakland County Parks and Recreation Commission approved the alternate to the Oakland County Water Resource Commission Contract 6b in the amount of $49,670.00 with a 10% contingency, for a total approved amount of $54,637.00. The adopted FY2009 Capital Improvement Project Budget for this project is $65,000. Upon approval, OCWRC and OCPRC staff pursued the easement and aTeement with SOCRRA. Due to outstanding disputes and/or issues between the--OCWRC and SOCRRA, this project may be delayed, resulting in a potential increase of costs due to remobilization and coordination of construction. This item if for informational purposes as to the status of this project. 9-1 ITEM # 10 Oakland County Parks and Recreation Commission Business Plans Policy Staff has developed a Business Plan Policy to create individual business plans for all golf courses, campgrounds, waterparks, the Fridge, core recreation programs and any future destination attractions and programs that the Oakland County Parks and Recreation Commission is exploring for consideration. The Business Plan Policy supports the Oakland County Parks and Recreation Commission's adopted 2008 Strategic Plan which recommends managing the park system in a highly efficient and productive manner through an effective business planning operation model. The Business Plan Policy will allow staff to develop operational management tools that expend taxpayer/revenue dollars efficiently. The goal is for all recreation facilities and programs to complete a business plan by the end of 2010. Each plan will be updated every two years, and report business plan results and outcomes achieved. The Organizational and Business Development unit of the Oakland County Parks and Recreation Commission will oversee and manage the business planning efforts with facility and programming staff. Staff is requesting the Commission's approval and adoption of the Business Plan Policy. 10-1 Date Adopted: Dated Revised: C-09-002 Commission TBD 04-08-09 Page 1 of 2 Policy COUNTY PARKS Development of Business Plans Policy PURPOSE: The purpose of developing business plans for destination facilities and core programs centers on developing a business approach and philosophy to managing these facilities and programs based on a key strategy outlined in the Oakland County Parks and Recreation Commission's Strategic Plan adopted in August, 2008. The goal is to maximize revenues, and provide efficiency to these facilities and programs through effective pricing, cost containment and staffing of these resources. Staff within the organization, along with outside consulting support, will develop these business plans over the next two years. The Oakland County Parks and Recreation Commission will review and adopt these business plans for staff implementation. The results of the business plans efforts will be reviewed and updated annually by OCPRC staff. II. PROCEDURE: A. The Executive Officer will establish which business plans will be developed over the course of each year. Staff will follow the business template developed by PROS Consulting and will use the appropriate methodology: 1. For tracking direct and indirect costs 2. Reviewing demographics and potential users 3. Focus on existing programs to support the destination facility the makeup of the core program area 4. Evaluate marketing efforts to attract new users and retain existing users 5. Focus on appropriate pricing options as outlined in the pricing policy of the Commission 6. Evaluate existing partnerships and level of equity from Oakland County and its partner's perspective and incorporate measureable outcomes to be tracked and managed through the changes recommended in the business plan. III. STANDARDS: A. Staff will follow agreed to performance measures that focus on the following: 1. Revenues to expense outcomes desired 2. Staffing levels and use based on approved budget levels 3. Customer retention and satisfaction levels achieved 4. Capacity management of each core program area and destination facility 5. Earned income gained to off -set operational costs 6. Staff performance levels met through effective scheduling 10-W 2 Date Adopted: Dated Revised: C-09-002 i Commission TBD 04-08-09 Page 2 of 2 OAKLAND Policy COUNTYPARKS Development of Business Plans Policy 7. Marketing efforts and point -of -sale data collected and managed on each customer 8. Partnership equity levels met IV. EVALUATION: A. The Business and Organizational Development Section will work with staff on the development of the business plan and in tracking of the performance measures established in the business plan. Staff will review with the Business and Organizational Development Section staff their approaches to make business related changes to achieve the recommendations and cost containment efforts outlined in their respective business plan. The Administrative Management Team will review monthly with staff on how their efforts to manage the sites and core programs are working against expected outcomes. r 0--3 ITEM # 11 Lyon Oaks Golf Course Business Plan Leon Younger, Pros Consulting LLC, will present the Lyon Oaks Business Plan. This plan ties into Strategic Plan 2.3 which focuses on developing a business plan for every current park, golf course or attraction. Staff is requesting approval of this plan for use by Oakland County Parks and Recreation Commission staff. ITEM #12 QUARTERLY REPORT PURCHASING Joan Daniels, Oakland County Purchasing, will present an update on the purchasing activity for the quarter ending March, 2009. 12-1 m O o�V �� m am 4:� ma � `Vc �19 Q\om� 822 Leaf Sweeper - Midwest Golf & Turf 3/12/2009 PO121069 $15,690.0000 821 Utility Cart - Energy Products 3/13/2009 P0121060 $ 5,941.64 Mobile Rec Stage Repair - Century 797 2/12/2009 P018503 $ 19,309.77 Industries 787 Turfine Thatch -away System - 2/10/2009 P0118525 $ 15,204.00 Spartan 771 Pedal Karts - Prime Pedal Karts 1/27/2009 P0117248 $ 5,077.98 776 Aqua Series ottbine Aerators - Supply 2/10/2009 P0117793 $ 3,976.00 of America 768 Kory Hayride Wagon Running Gear 1/27/2009 P0117210 $ 2,298.00 McConnel Farm 751 Kayaks - Madl ns contracting 1/12/2009 P0117255 $ 4,860.00 850 Basement Waterproofing Smith's 2/3/2009 PS2503 $ 6,232.00 Waterproofing 709 Lumber and Supplies - NA Mans 12/18/2008 P0115284 $ 8,257.91 ITEM #13 EXECUTIVE OFFICER'S REPORT: A. Special Park Districts Forum "Leading the Greenway" will be hosted by the Lake County Forest Preserves; June 9-12, 2009. If you are interested in attending, please contact Sue Kici at 248.858.4603 to register. Registration must be made by April 30, 2009. B. Attached for your review is a summary of the Huron -Clinton Metropolitan Authority's Biennial Report as of December 31, 2007 which was distributed toward the end of 2008. It describes the status of the Metroparks, as well as the importance of the Oakland County Parks. C. Attached for your review is the Spinal Column newspaper article which featured the Oakland County Parks, and ran in the March 11, 2009 issue. It was also featured in the National Recreation and Park Association's March 17 Weekly News Brief that went nationally to over 21,000 members. D. Attached for your review are Senate Bill No.388 and 389 pertaining to the proposed Michigan Department of Natural Resources "Park Passport" which would eliminate motor vehicle permits for entrance to state parks and boat launches. Executive Officer Stencil and Jon Noyes, Planning Supervisor, will be making a presentation to the DNR's administrative staff on May 4 regarding our concerns related to the proposed legislation. E. As a follow up, the Commission questioned $92,000 of Lyon Oaks Nature Center expenses assigned to Lyon Oaks Golf Course. After reviewing the business plan, it appears it was in reference to the $84,219 figure on page 33 of the business plan, which is the amount of golf course expenses that were actually expended on behalf of the day use park. $11,310 was attributed to maintenance of the day use park and $72,909 to programming of the day use park (sales of day use passes, scheduling day use athletic fields, etc.). Also requested was a breakdown of cost definition for administrative costs at budget centers. The attached excel file details the breakdown to respective budget centers. F. Staff has revised the golf volunteer program and enclosed the letters sent to volunteers outlining the new program for 2009. G. The Fridge Toboggan Run was voted "Number #1" in the 2009 WDIV 4 The Best Winter Guide contest in the ' 09 Best Tobogganing/Sledding category. H. As an update to the Commission, in late summer 2008 staff purchased the 2009 fertilizer needs for the parks system at 2008 prices. The net savings for the parks system was $30,000 13-1 I. The April 15 Budget Work Session will be a regular business meeting with a couple of items for the Commission's consideration. Staff is projecting the session to be a minimum of three hours, beginning at 9 a.m. If the meeting continues past noon, lunch will be provided. Staff anticipates the meeting to conclude no later than 1 p.m. Staff will provide a series of PowerPoint presentations to deliver the proposed budget for Fiscal Years 2010, 2011 and 2012, to align with the County Executive's initiative to implement a triennial budget program. J. Upcoming Events: Attached for your information is a list of upcoming events. 13-2 Subject: Reminder - Invitation to the Special Park Districts Forum You were recently invited to register for the Special Park Districts Forum hosted by the Lake County Forest Preserves. Conference details are listed below. We really hope you will be able to join us. Located between Chicago and Milwaukee, Lake County, Illinois is a great place to gather and share new ideas, meet colleagues and have fun. To learn more about this year's Forum, and to register, click on the links below or visit www.LCFPD.org/forum2009 We look forward to seeing you in June, Sincerely, Mike Tully & Katherine Hamilton -Smith Forum Co -Chairs WHEN Tuesday, June 9, 2009 9:00 AM - Friday, June 12, 2009 2:30 PM Central Time Zone WHERE Lincolnshire Marriott Resort Ten Marriott Drive Lincolnshire, IL 60069 FEE Forum Registration $495.00 (Through April 30) $525.00 (from May 1 to May 15) 13-3 Lake County Forest Preserve Forum 2009 Program Page 1 of 4 Home Program • Registration from 5 - 8 pm • Conference Hotel and Hospitality Lincolnshire Marriott Resort • Registration from 8 am - 7 pm Breakfast not included Hotel Contact Us Nn Stuff • 8 am - 4 pm Optional Pre -Forum Activities (Additional fee required) — Choose one from below when registering. — Meet in the hotel lobby for these activities. Get more information by clicking on the links below: 1. Golf at ThunderHawk - 8 am - 3 pm 2. Biking along Des Plaines River Trail - 10 am - 3 pm 3. Chicago Architecture Tour - 8 am - 4 pm 4. Bird watching at Middlefork Savanna - 7 - 11 am • 5:30 pm Forum officially begins with Welcome Dinner at Marriott R • 6 - 8 am Breakfast at Marriott's King's Wharf Restaurant • 6:30 - 8 am Early morning bird walk (optional) • 7 - 9 am Registration • 9 - 10:30 am Tour of Ryerson Woods & Welcome Center • 11 am - 2 pm Tours of Fort Sheridan and lunch You'll be able to choose two of the three tours offered: . Session 1: Hawk's Nest: A half -mile of easy walking tour of the hawk's nest. Step into an oversized red-tailed hawk's nest, learn about this unique exhibit, chat with the designer, discuss the program and enjoy a visit from 13-4 http://www.lcfpd.org/html_lc/forum/agenda.html 4/3/2009 Lake County Forest Preserve Forum 2009 Program Page 2 of 4 our resident red-tailed hawk. • Session 2: History: A mile of easy walking tour of Parade Grounds, covers establishment of the Fort, cavalry, artillery, a World War II prisoner of war camp, and stops at General George Patton's residence. • Session 3: Ravine/Beach: A mile walk with a steep portion on a paved trail. This tour includes ravine restoration, storm water mitigation, erosion control as seen from the trail, and beach restoration. Learn about our plan to stabilize beach and bluff erosion and about other management tools we use. 2:30 - 5:30 pm site tour of Independence Grove • Break-out Sessions: Native garden tour, administrative services, enterprise operations, planning and development, outreach and stewardship, natural resource management and educational programming • Self -guided Activities: Complimentary boat rentals, pontoon boat tours, swimming and beach use, bike rides, adaptive use playground tour, voyageur canoe rides, trolley site tours, fishing, and lake ecology • 5:30 - 7:30 pm Reception and dinner • 7:30 - 9 pm Evening concert by the United States Navy Band • 6 - 8 am Breakfast at Marriott's King's Wharf Restaurant • 8:45 - 9:45 am • Heron Creek: Start your day at one of our newest preserves to take a guided nature walk, or hear about the master planning process from our landscape architects. 9:45 am - 12:15 pm Lakewood Forest Preserve and Lake County Discovery Museum You'll be able to choose any three of six presentations offered: • Collections/Archives — Learn about the Museum's archival collections, how they are used for research, and how technology has improved public access to them. • Development — Hear how our Development Office partners with corporations for success. • Exhibitions — Learn about our exhibition program at the Museum and in preserves throughout the County, and about efforts being taken to make our public exhibitions "green." • Museum Education — Field trip to popular destination - Lake County Discovery Museum. • Master Planning — Learn about some of the pitfalls of the public planning process and how to avoid them, as Forest Preserve landscape architects discuss some of the challenges that have been faced with the Lakewood Master Plan. • Operations & Public Safety — Learn about the existing Operations & 13-5 http://v;ww.lcfpd.org/html-lc/forum/agenda.html 4/3/2009 Lake County Forest Preserve Forum 2009 Program Page 3 of 4 Public Safety center at Lakewood and the opportunities and challenges that it has presented. • 12:30 - 2 pm Fox River Preserve and Marina . After a busy morning, relax and enjoy lunch and boat tours at the Fox River Preserve and Marina. Learn about the transformation of the site from a campground to a marina, take a tour of the marina operations, enjoy a boat ride on the Fox River, or just do a little fishing. • 2:45 - 4:30 pm Rollins Savanna You'll be able to choose one of eight options offered: e Restore Galore — Take a wagon ride to see stages of restoration practices, learn about restoration equipment and partner agencies. Also stop at our new bird viewing area. e If you build it they will come — Take a wagon ride to experience the rewards of restoration, learn about restoration equipment and partner agencies. Also stop at our new bird viewing area. • On your own (Hike) — Take a self -guided 1.5-mile hike along the trails. You can also stop at our new bird viewing area, and learn about restoration equipment and partner agencies. • Tour de Rollins (Bike ride) — Enjoy a 3-mile bike ride with a naturalist and stop at our new bird viewing area, and learn about restoration equipment and partner agencies. • Prairie Promenade (Bird walk) - Take a 1.5-mile bird walk with a naturalist. Stop at new bird viewing area and learn about restoration equipment and partner agencies. • Wetland Wander — Walk a half -mile on the boardwalk to explore the wetter side of the site. Take a closer look at what's below the water level. Learn about restoration equipment and partner agencies. • Seeds for the Future — Tour the greenhouse and seed production nursery to learn about native seed production for ecological restoration projects. Learn about restoration equipment and partner agencies. • Monitor Programs — Visit partner agencies and our own natural resource staff to learn about the various monitoring programs we support. Also learn about restoration equipment and partner agencies. • 5:15 - 8:30 pm ThunderHawk Golf Club e Golf Club tour e Dinner � • 6 - 8 am Breakfast at Marriott's King's Wharf Restaurant • 6:30 - 8 am Early morning fun run along Des Plaines River (optional) 8 am -12:30 pm Tours and Activities - You'll be able to choose one of the three tracks offered: e Track 1- Cultural Resources o Adlai E. Stevenson Historic Home tour o Bonner Heritage Farm - 13-6 http://www.lcfpd.org/html-lc/forum/agenda.html 4/3/2009 Lake County Forest Preserve Forum 2009 Program Page 4 of 4 • Exhibitions and planning ® Land Acquisition Track 2- Operations & Public Safety o New Operations & Public Safety Facility " under construction" tour o Duck Farm — Dog exercise area tour o Greenbelt — Ranger Station & Maintenance shop tour . Track 3 - Planning & Environmental Education tour o Nippersink: Guided walking tour and hands-on activities that highlight the preserve's site design, integration of facilities for educational camp programs, shoreline stabilization and restoration and aquatic habitat management. o Site Tour of Greenbelt Forest Preserve e Conference concludes for all groups with lunch and entertainment at the Greenbelt Cultural Center. Copyright') 2008 i Lake County Forest Preserves 12000 North Milwaukee Ave, Libertyville IL 60048 Questions or Comments? Call us at (847) 367-6640 13-7 http://www.lcfpd.org/html_lc/forum/agenda.html 4/3/2009 - 4ek '019.� March 3, 2009 Mr. Bill Bullard Oakland County Board of Commissioners 1200 North Telegraph Road Pontiac, MI 48341-0421 Dear Cornmissioner Bullard, PETER S. WALTERS Group Vice President As you may recall, I am your representative to the Huron -Clinton Metropolitan Authority arid it is time to bring you up to date on the three Metroparks residing inside Oakland County. From a fiscal perspective, the park system remains well managed and as negative as the economy was in 2008, the entire Metropark system met its budget projections. We are obviously very concerned about the future as revenues are likely to decline in the near term. Nonetheless, we are very optimistic that Southeast Michigan residents continue to find significant outdoor recreational value as presented by the HCMA system, and of course those of us in Oakland County want to ensure that these activities are in tune with Oakland County residents' preferences. It is likely that the HCMA Board of Commissioners will be increasingly careful about approving major new capital expenditures, wanting to first ensure that existing assets are well maintained. Our parks continue to be very popular, in particular, the three Oakland County parks. Kensington, Indian Springs and Stony Creek had almost a 1.4 million paid vehicle entries this past year. This total is a modest decline from visitations to these parks in 2007, and total revenues generated were essentially flat when comparing 2008 to 2007. All three of the parks also have golf courses, as well as various nature interpretive facilities. Both attendance and revenues at the golf courses was down slightly, with Indian Springs showing the largest drop. Unfortunately, the downward trend in golf course usage is somewhat characteristic of the region, but we still had between 30,000 - 40,000 golfers at each of the golf courses. At Indian Springs, both the Nature Center and the new Environmental Discovery Center saw increases in attendance, while the Nature Centers at Stony Creek and Kensington were down slightly. The Farm Center at Kensington continues to be very popular and attendance was up in 2008 to 336,000 visitors. Incidentally, both Kensington and Indian Springs had bald eagle sightings this last year - pretty impressive for our metropolitan area. Additionally, all three of the parks enjoy tremendous support from a large number of volunteer individuals and groups. At Kensington, volunteers essentially run 2-day events such as Astronomy at the Beach, Colonial Kensington and The Osprey Fest. The Environmental Discovery Center at Indian Springs is particularly used by various Boy 13-8 GUARDIAN INDUSTRIES CORP. • WORLD HEADQUARTERS • 2300 HARMON ROAD • AUBURN HILLS, MI 48326-1714 • 248/340-2102 • FAX 248/340-2111 HCMA Update March 3, 2009 2 Scout and Girl Scout groups and also enjoys significant volunteer support. Similarly, the new Stony Creek Nature Center has seen new exhibits completed and volunteers continue to be important to its activities. Attached, is a biannual report that was distributed toward the end of 2008, although covering the period through the end of 2007. 1 am enclosing it because it both describes the Metroparks, as well as the importance of the Oakland County parks. You will notice that the Farm House and Kids Cottage at Kensington are both highlighted, along with the new Jim Clarkson Environmental Discovery Center and the Spray and Play Park at Indian Springs. The new Nature Center at Stony Creek Metropark is also pictured. Some 2008 highlights and plans for 2009 are described below. KENSINGTON 2008 Events • New disc golf course (becoming very popular at Kensington) construction began in 2008 with completion in 2009. • There was a record crowd of over 60,000 to picnic and watch the 4`h of July fireworks. • The July Detroit Symphony Orchestra Concert attracted over 11,000 people. • A new hike/bike trail is under construction to connect Kensington to Milford Township and the Village of Milford. • Almost 2.5 million visitors enjoyed the various attributes of Kensington Metropark. 2009 Events/Plans • Construction will begin of the Martindale Beach Bathhouse/Food Service Complex and is scheduled for completion in 2010. • The Milford hike/bike trail connector as mentioned above will be completed in 2009. • New irrigation systems will be constructed on the Kensington golf course. • The 2009 DSO Concert is scheduled for June 26"' INDIAN SPRINGS 2008 Events Environmental Discovery Center received several awards in 2008. 1. Technology Award - American Society of Heating, Refrigerating and Air Conditioning - Engineers 2. Honor Awards - American Institute of Architects (Detroit Chapter) 3. Construction and Design Award - Engineering Society of Detroit 4. Honor Awards - American Society of Landscape Architects (Ohio Chapter and National Chapter) A total of 10 awards have been received by the EDC since 2002. Six miles of hike/bike trail was resurfaced at Indian Springs. 13- 9 HCMA Update March 3, 2009 3 • Additional attention is being paid to the Missauga rattlesnake habitat at Indian Springs, which is the home of Michigan's sole and disappearing Missauga rattlesnake population. 2009 Events/Plans • Significant exhibits and displays will be constructed at the Environmental Discovery Center. STONEY CREEK 2008 Events • New tees and sand traps were constructed at several areas at the golf course. • The DSO concert drew approximately 8,000 attendees. • The 4ch of July fireworks display attracted 20,000 people. 2009 Events/Plans • Additional tees and sand traps will be reconstructed on the golf course along with the construction of a new storm shelter. • The DSO Concert will be held on June 28th. In total, the Oakland County Metroparks are enjoyed by several million visits from our residents and are a critical part of Oakland's quality of life. The Authority has plans to maintain the capital assets already in place, as we want to continue to make this quality recreational experience accessible and enjoyed by all. In the current economic climate, the HCMA Board of Commissioners is very much concerned with future revenues and is exploring ways where revenue -generating activities might be enhanced. As always, if you have any questions concerning our Metroparks system, please do not hesitate to get in touch with me directly. Sincerely, i Peter S. Walters Group Vice President /klr cc: Jim Bresciami Pecky Lewis Dan Stencil L. Brooks Patterson 13-10 Spinal Column Newsweekly: System Print Window Page 1 of 7 Source: Spinal Column Newsweekly County park officials want to run system like business by Andrew Sawmiller March 11, 2009 Like many government entities and businesses in Michigan and across the globe, the Oakland County Parks and Recreation Department finds itself in a state of transition. The county parks system has been in operation for four decades and includes nearly 6,000 acres of land at 12 sites spread around Oakland's landscape. Each site has its own features, which could include everything from golf courses to waterparks and banquet halls, to camping and hiking facilities and even dog parks. In contrast to the leisurely activities supported by the parks system, those managing the county's parks and recreation budget face some significant challenges, as none of the parks or their facilities generate more revenue than they cost to operate. That has parks and recreation officials looking to manage the system more like a business. "In almost all cases, the parks are subsidized to some level," said Oakland County Parks and Recreation Executive Officer Dan Stencil. "We're trying to work more and more in the direction of less subsidy, as well as getting the entire parks system less dependent on millage money." The parks system documented just over $24.2 million in revenue during the last fiscal year, which ran from Oct. 1, 2007 to Sept. 30, 2008. In that same time, operating expenses added up to $24.3 million. Anticipated revenues and expenditures for the current fiscal year are each listed at $27 million. No Oakland County general fund money is spent on the parks, and funding gaps are often filled with state grants and other financial gifts, according to Stencil. A countywide millage first authorized at 0.25 mills is collected to help support the parks system. The levy generated $14.9 million for the county parks and recreation system during the last fiscal year. Under the Headlee Amendment to the state's Constitution, the last rate at which the millage was collected was 0.2417 mills. A mill is equal to $1 for every $1,000 of a property's taxable value, which is generally equal to half a property's market value. The owner of an Oakland County property with a taxable value of $100,000 ($200,000 market value) paid $24.17 to support the parks and recreation system under the last millage collection. That millage keeps all the county parks afloat financially, as revealed by budget documents provided by the Parks and Recreation Department. The department has never sought a Headlee Amendment override, which would allow it to collect up to the full 0.25 mills last endorsed by county voters. "That millage expires on Dec. 31, 2011," Stencil said. "We have identified, tentatively, that we're going to go for a millage renewal in August 2010. We've gone through a strategic planning process, and in order for us to provide the facilities, programs and services that the parks system currently provides, the renewal of the millage is necessary to allow us to provide those services and do what the residents have said they want done." Every year, the Parks and Recreation Department conducts surveys to determine interest and collect insight into the public perception of operations and services, and then does its best to deliver upon the public's expectations when and where it can. "They are telling us they want more," Stencil said of the public's desire for parks and recreation facilities. "They want more hiking and biking and natural trails." 13-11 http://www. spinalcolunmonline. com/LPprintwindow.LAS S O?-tolcen.editorialcall=68966.1... 3/23/2009 Spinal Column Newsweekly: System Print Window Page 2 of 7 The Parks and Recreation Department currently has 74 full-time employees, trimmed down from 95 through attrition and reorganization. It often employs hundreds of seasonal or part-time employees each fiscal year. However, faced with the financial realities of the day, some reorganization and alternative planning is in order to make the parks system more viable on its own. "We're doing work on our 2010 budget and, historically, we've looked at our budget from a social model but we're trying to be more business -like with this, where we really identify which programs we should recover costs from and which ones we should subsidize," said Sue Wells, manager of parks and recreation. "Examples of ones we would subsidize would be youth programs and therapeutic programs. We feel it's our mission to help cover some costs." Pursuant to Public Act 261, the department is overseen by a 10-member Parks and Recreation Commission. Its members include county officials, as well as three people selected from the public. "That (law) says there is to be a representative of the county government, the county water resources commissioner, a road commission representative, up to three county commissioners, and then the balance are at -large members," Stencil said. Members of the commission are appointed by the Oakland County Board of Commissioners and serve three - years terms. Some of the major parks and recreation projects planned for this year include boardwalk trail replacement at Independence Oaks; restroom building renovations at Groveland Oaks; developing a centralized entrance area and restoration work at Red Oaks Waterpark; and the addition of a dog park at Red Oaks. Attendance and revenue statistics for each of the parks aren't always as hard, fast, and reliable as they may seem. "We're very weather dependent, as you can imagine," Wells said. "When it's a very hot summer, the waterparks just burst at the seems. Because it's hot, a lot of people don't like to golf. When it's a milder summer people like to golf, but when it's 80 degrees there aren't as many people at the waterparks. There can be a science to it all, but the bottom line is the weather really dictates what we do. "For example, we had a great year for cross country skiing (this winter)," Wells said. "That's because we had so much snow. I think, too, each park has it's own personality. For example, the dog parks are becoming really popular." The parks and recreation system counted almost 1.55 million visitors, participants and other users at the various facilities during the 2007-08 fiscal year. "The vision of the parks system is to become world -class, and one of two initiatives we see accomplishing that is to become accredited," Stencil said. "Second is to obtain a national award from a national association, which is the National Recreation and Park Association, and it's known as the Gold Medal Award. "We want to be more concerned about cost recovery and levels of subsidy, and we want to get to a place where certain things have to pay for themselves," Stencil said. "We're looking to break from a typical social model of managing a social service, to managing the system more like a business." The following is a breakdown of fiscal year 2007-08 expenditures and revenue figures for individual Parks and Recreation Department facilities. GLEN OAKS 13-12 http://www. spinalcolumnonline.com/LPprintwindow.LAS SO?-token.editorialcall=68966.1... 3/23/2009 Spinal Column Newsweekly: System Print Window Page 3 of 7 The Glen Oaks Golf Course, located in Farmington Hills, reported expenditures totaling $1.2 million and revenue totaling $1.25 million during the last full fiscal year. There were 30,554 golfers that played the course during 2007, and 30,552 in 2008. Oakland County residents playing nine holes at the Glen Oaks course on a weekend or holiday pay $17, while playing 18 holes costs $27. Fees for non-residents are $20 for nine holes and $33 for 18 holes. On a weekday, residents are charged $15 for nine holes, and playing 18 holes costs residents $23. For non-residents, nine holes of golf costs $18, and 18 holes of golf costs $29. Pull carts are $3 or $5 with a $1 deposit, depending how many holes are played. Power carts cost $9 for nine holes, plus a $1 deposit, and $13 for 18 holes with a $1 deposit, for a single player. Power carts for senior citizens 62-years-old and older cost $7 for nine holes, plus a $1 deposit. Such a cart for 18 holes costs $10. Club rental will cost $5 per person with a $10 deposit. Resident seniors 62-years-old or older will pay $12 for nine holes of golf, and $19 for 18 holes. Non-resident seniors 62 or older will pay $15 for nine holes of golf, and $25 for playing 18 holes. Resident youths 17-years-old and under pay $12 for nine holes of golf and $19 for 18 holes on weekdays prior to 3 p.m. Last year, over 30,000 golfers played nine -hole rounds. The count for 18-hole rounds was 9,431. However, 41,370 people used the Glen Oaks banquet facilities at the course. LYON OAKS Situated south of Pontiac Trail just over the Wixom and Milford Township borders, Lyon Oaks reported $651,522 in expenditures and $347,000 in revenue during 2007-08. The park's golf course, however, had a smaller proportional disparity between expenditures and revenues. The department spent about $2.06 million to operate the golf course and took in about $1.29 million in golf course revenue in the last fiscal year. A total of 35,217 golfers played at Lyon Oaks during 2007-08, including those golfing both nine holes and 18 holes, as well as those using the driving range. The rates included below include the cost of a cart. For Oakland County residents playing Lyon Oaks' golf course on a weekend or holiday, nine holes runs $39, while playing 18 holes costs $65. Regular fees for non-residents are $45 for nine holes and $75 for 18 holes. On weekdays, residents are charged $33 for nine holes, and $55 for 18 holes. Non-residents playing nine holes of golf pay $39, and 18 holes of golf costs $65. Club rental costs $20 or $30 per set, depending on the brand of clubs selected. Seniors 62-years-old and older pay $24 for nine holes of golf, and $39 for 18 holes. Resident youths 17-years-old and under pay $18 for nine holes of golf and $29 for 18 holes on weekdays prior to noon. Season passes for only the driving range cost $450 for a single person, $700 for a family — which includes a husband, wife, and two children — and $350 for a youth 17-years-old and under. At Lyon Oaks itself, 11,482 people came to enjoy the park during the last fiscal year. Another 54,394 came with their dogs to use the Lyon Oaks Bark Park. RED OAKS The Red Oaks Waterpark on John R Road in Madison Heights spent about $1.6 million in 2007-08, and collected 13-13 http://www. spinalcolumnonline.com/LPprintwindow.LAS SO?-token.editoriaicall=68966.1... 3/23/2009 Spinal Column Newsweekly: System Print Window Page 4 of 7 $834,700 in revenues. There were 97,890 visitors counted at the Red Oaks Waterpark in the last fiscal year, down from the year prior to that when 99,283 visitors were recorded. The golf course at Red Oaks, which is closed for the 2009 season, spent about $790,000 and generated about $419,000 in revenue during the 2007-08 fiscal year. The golf course, which is only nine holes, recorded 23,155 players in 2007-08. The year prior, the course recorded 23,830 players. Current rate and fee information isn't available this year due to the closure of the golf course, where an Oakland County Water Resources Commissioner's Office construction project is taking place. All holes will be completely restored, according to parks officials. In the meantime, system officials are using the year to create a new Master Plan for Red Oaks. Resident input is welcome. SPRINGFIELD OAKS The Springfield Oaks Activities Center and Park spent $409,839 on operations and collected $13,000 in revenue during 2007-08. The park's golf course required the expenditure of $980,836 and generated most of that sum back in revenue, which was reported to be $875,160 for the last fiscal year. Use of the golf course in 2007-08 is listed at 23,323 nine -hole rounds played and 15,660 18-hole rounds. Oakland County residents playing the Springfield Oaks Golf Course on a weekend or holiday pay $17 for nine holes of golf and $27 for 18 holes. On a weekday, residents are charged $15 for nine holes and $23 for 18 holes. For non-residents, nine holes of golf costs $18 and 18 holes of golf costs $29. Pull carts are $3 or $5 with a $1 deposit, depending how many holes are played. Power carts cost $9 when playing nine holes, plus a $1 deposit, and $13 when playing 18 holes plus a $1 deposit for a single player. Power carts for senior citizens 62-years-old and older cost $7 for nine holes, plus a $1 deposit. A power cart for playing 18 holes costs $10. Club rental will cost $5 per person with a $10 deposit. Resident seniors 62-years-old and older pay $12 for nine holes of golf, and $19 for 18 holes. Non-resident seniors 62 and older pay $15 for nine holes of golf, and $25 for 18 holes. Resident youths 17-years-old and under pay $12 for nine holes of golf and $19 for 18 holes on weekdays prior to 3 p.m. Attendance at Springfield Oaks was counted at 13,459 during the last fiscal year, which was down from a recorded 21,534 the year before. However, 78,000 people attended the 4-H fair at the park and another 35,481 used the banquet facilities at the park's activities center. WHITE LAKE OAKS The White Lake Oaks Golf Course, which offers rounds of both nine holes and 18 holes, required the expenditure of about $1.1 million to operate during 2007-08 and generated just under $1.1 million in revenues. There was a dip in the number of golfers playing at White Lake Oaks in 2007-08. There were 35,485 players counted that year, but there were 40,531 counted in 2006-07. About 17,300 people used the White Lake Oaks banquet facility during the last fiscal year, up about 2,000 from the year before. Oakland County residents playing nine holes at White Lake Oaks on a weekend or holiday must pay $17, while playing 18 holes costs $27. Regular fees for non-residents are $20 for nine holes and $33 for 18 holes. On a 13-14 http://www. spinalcolumnonline.com/LPprintwindow.LAS SO?-token.editorialcall=68966.1... 3/23/2009 Spinal Column Newsweekly: System Print Window Page 5 of 7 weekday, residents are charged $15 for nine holes and $23 for 18 holes. Non-residents playing nine holes pay $18 or $29 to play 18 holes. Pull carts are $3 or $5 with a $1 deposit, depending how many holes are plated. Power carts cost $9 when playing nine holes, plus a $1 deposit; and $13 for 18 holes with a $1 deposit. Power carts for senior citizens 62-years-old and older cost $7 for nine holes, plus a $1 deposit. Such a cart costs $10 when playing 18 holes. Club rental will cost $5 per set with a $10 deposit. Resident seniors 62-years-old or older pay $12 for nine holes of golf, and $19 for 18 holes. Non-resident seniors 62 and older pay $15 for nine holes of golf and $25 for 18 holes. Resident youths 17-years-old and under pay $12 for nine holes of golf and $19 for 18 holes on weekdays prior to 3 p.m. White Lake Oaks is located at 991 Williams Lake Road in White Lake Township, just south of M-59. ADDISON OAKS Addison Oaks, located in the northeast quadrant of the county, required over $1.57 million in operational expenditures and collected about $417,000 in revenue during the last fiscal year. The park's conference center at spent $252,279 on operations and earned $115,000 by charging various fees. The conference center experienced a slight increase in attendance during the last fiscal year, when there were 39,217 people served. There were 36,810 served during the previous fiscal year. A boost in attendance at the park itself was also documented last year. There were 100,191 visitors recorded last year, up from 31,566 during the previous year. This figure includes campers, day campers, and regular day users. At Addison Oaks, a motor vehicle day use pass costs an Oakland County resident $5 per car, per day. The regular rate for such a pass is $10. Seniors are charged $3 for a pass, and after 5 p.m., a special fireworks pass is $7. GROVELAND OAKS Groveland Oaks County Park, located near Holly, required $1.52 million in operating expenditures during 2007- 08 and generated about $732,600 in revenues. There was a slight increase in the number of people camping at the park during 2007-08, when there were 94,472 campers documented. That same year, 38,733 people used the park during the day. Another 3,186 people were listed as day campers. During the previous fiscal year, those numbers were 98,578 campers, 38,616 day users, and 4,442 day campers. INDEPENDENCE OAKS Independence Oaks, located near Clarkston and just north of Waterford Township, spent about $1.21 million on operations during the last fiscal year and generated about $327,125 in revenue. Attendance at Independence Oaks by day users grew substantially. There were 252,641 visitors in 2007-08, up from 213,516 during the previous fiscal year. There were also 263 day campers counted last year, down from the 8,631 recorded the year before. A relatively new nature center is available at Independence Oaks, which required $512,455 in operational expenditures during 200-08 and took in $48,000 in revenue. Attendance for the last fiscal year was listed at 20,989, down from 26,143 counted the previous year. ROSE OAKS 13-15 httn://www. si3inalcolumnonline.comILPprintwindow.LAS SO?-token.editorialcall=68966.1... 3/23/2009 Spinal Column Newsweekly: System Print Window Page 6 of 7 Rose Oaks County Park in Rose Township required $50,734 in operational expenses during 2007-08 and took in $1,700 in revenue. Rose Oaks counted 7,407 visitors during the last fiscal year, down from 9,944 the year before. The park is open 30 minutes before sunrise to 30 minutes after sunset, or as otherwise posted at the park entrance. It includes roughly 637 acres of open meadows and wooded uplands, and about 200 acres of wetlands and water frontage on several glacial lakes. The park is not developed and fishing is allowed. There are also 10 miles of trails available at the site for hiking and horse riding. ORION OAKS Located in Orion Township, Orion Oaks operations came to about $202,000 during 2007-08. The park generated just under $106,000 in revenue during the fiscal year. There's been an increase in Orion Oaks attendance over the last couple years — at both the park itself and its popular Bark Park. There were 29,487 people using the main park during the last fiscal year, compared to 21,023 the prior year. At the Bark Park, 69,693 people visited during 2007-08 and 68,342 used the facility the year before that. The dog park has 14 fenced acres with lake access for dogs to swim, as well as wide-open spaces, woods and fields for all licensed dogs to play. Fishing is allowed at the park, which has over 900 acres of green space and miles of trails for hiking, biking, and other outdoor activities. WATERFORD OAKS The parks system spent $645,243 to operate Waterford Oaks during 2007-08. The park generated about $13,000 in revenue. However, there are also four specialty features at the park, including a BMX course, a games complex, a refrigerated toboggan run, and a waterpark. There were 34,465 visitors counted at the park in 2007-08, and 33,989 used the park in 2006-07. These two numbers include non -banquet facility users at the park's activity center, users of the banquet facilities, and day users. At the Waterford Oaks BMX facility, there were 11,835 users counted during the last fiscal year, while there were 9,830 the prior year. The games complex attendance was documented at 1,723 last year. That number was 1,662 during the previous fiscal year. The Fridge toboggan attraction counted 22,531 users, up from 21,063 the year before. The park's lodge also noted an attendance hike at 4,765 visitors in 2007-08, up from 4,151. However, the Waterford Oaks Waterpark experienced the greatest increase in users, jumping from 79,419 in 2007-08 to 85,702 during the previous fiscal year. The BMX facility spent $50,637 last year on operations, and generated $16,600 in revenues. The games complex spent about $40,447 and earned $16,000. Expenditures amounted to almost $364,135 at the toboggan run, while revenues amounted to just under $120,500. The waterpark earned the most in revenue for the Waterford facility at $796,500, but once again, expenditures, which were slightly over $1.2 million, amounted to more than revenues. 13-16 htt-o://www. si)inalcolumnonline.comILPi)rintwindow.LAS SO?-token.editorialcall=68966.1... 3/23/2009 Spinal Column Newsweekly: System Print Window Page 7 of 7 In order to ride in the refrigerated toboggan run, one must be 30 inches or taller. The regular fee is $10 per person, and county residents pay $7. A single ride costs $2.50 per person, and the youth rate for those 30 to 43 inches tall is $4 per person. The rates vary for groups. Ten or more people on a Wednesday or Thursday pay the regular fee of $6 per person. The resident fee drops to $5 per person. Groups of 100 or more on Sundays, Mondays and Tuesdays pay $5.50 per person. If prior arrangements are made, the special opening rate for groups of 100 people or more is $5.50 for two hours. Motor vehicle day use fees for county residents visiting Addison Oaks, Groveland Oaks, Independence Oaks, Lyon Oaks, Orion Oaks and Rose Oaks are $7 per car, per day. The regular rate in $12 per car, per day. For seniors, and on weekdays only, the rate is $4 per car per day. After 5 p.m. for the fireworks fee, its $10 per vehicle. Annual vehicle permits cost county residents $30. It's a $46 charge for regular visitors. Senior and active military personnel pay $28. A Parks Perks Pass that is valid at all six county parks and 13 Huron -Clinton Metropolitan Authority (HCMA) metroparks in $46. More information on rates and fees for particular activities at certain times can be found by clicking over to http://www.oakgov.com/parksrec/info_pub/fees.htmi, 13-17 http://www. spinalcolunmonline.com/LPprintwindow.LAS SO?-token.editorialcall=68966.1... 3/23/2009 00 00 M O z J J m W Q z W Cn 1 m z n m 00 F r z 0 w co 0o March 17, 2009, Introduced by Senators BIRKHOLZ, BASHAM, PAPPAGEORGE, JANSEN, BRATER and GEORGE and referred to the Committee on Natural Resources and Environmental Affairs. A bill to amend 1994 PA 451, entitled "Natural resources and environmental protection act," by amending sections 2005, 2030, 2035, 74101, 74102a, 74116, 74117, 74122, 74123, 78105, and 83106 (MCL 324.2005, 324.2030, 324.2035, 324.74101, 324.74102a, 324.74116, 324.74117, 324.74122, 324.74123, 324.78105, and 324.83106), sections 2005, 2030, and 2035 as added and sections 74101, 74122, 78105, and 83106 as amended by 2004 PA 587, section 74102a as amended by 2006 PA 307, sections 74116 and 74123 as added by 1995 PA 58, and section 74117 as amended by 2006 PA 477, and by adding sections 1911 and 2045; and to repeal acts and parts of acts. THE PEOPLE OF THE STATE OF MICHIGAN ENACT: SEC. 1911. (1) THE LOCAL PUBLIC RECREATION FACILITIES FUND IS 00557109 a * Y3-1.8 TMV 2 1 CREATED WITHIN THE STATE TREASURY. 2 (2) THE STATE TREASURER MAY RECEIVE MONEY OR OTHER ASSETS FROM 3 ANY SOURCE FOR DEPOSIT INTO THE LOCAL PUBLIC RECREATION FACILITIES 4 FUND. THE STATE TREASURER SHALL DIRECT THE INVESTMENT OF THE LOCAL 5 PUBLIC RECREATION FACILITIES FUND. THE STATE TREASURER SHALL CREDIT 6 TO THE LOCAL PUBLIC RECREATION FACILITIES FUND INTEREST AND 7 EARNINGS FROM LOCAL PUBLIC RECREATION FACILITIES FUND INVESTMENTS. 8 (3) MONEY IN THE LOCAL PUBLIC RECREATION FACILITIES FUND AT 9 THE CLOSE OF THE FISCAL YEAR SHALL REMAIN IN THE LOCAL PUBLIC 10 RECREATION FACILITIES FUND AND SHALL NOT LAPSE TO THE GENERAL FUND. 11 (4) THE DEPARTMENT OF NATURAL RESOURCES SHALL BE THE 12 ADMINISTRATOR OF THE LOCAL PUBLIC RECREATION FACILITIES FUND FOR 13 AUDITING PURPOSES. 14 (5) THE DEPARTMENT OF NATURAL RESOURCES SHALL EXPEND MONEY 15 FROM THE LOCAL PUBLIC RECREATION FACILITIES FUND, UPON 16 APPROPRIATION, ONLY FOR GRANTS TO LOCAL UNITS OF GOVERNMENT FOR THE 17 DEVELOPMENT OF PUBLIC RECREATION FACILITIES PURSUANT TO THE SAME 18 PROCEDURES OF THE BOARD AND GUIDELINES AS APPLY UNDER SECTION 1907. 19 Sec. 2005. (1) The forest recreation account is established as 20 an account within the legacy fund. 21 (2) The forest recreation account shall consist of both of the 22 following: 23 (a) All money in the forest recreation fund, formerly created 24 in section 83104, immediately prior to the effective date of the 25 amendatory act that added this section, which money is hereby 26 transferred to the forest recreation account. 27 (b) Revenue from the following sources: 00557/09 a * TMV 13-19 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 3 (i) Revenue derived from concessions, leases, contracts, and fees from recreational activities on state forestlands. (ii) Other revenues as authorized by law. (3) Money in the forest recreation account shall be expended, upon appropriation, only as provided in SECTION 2045 AND part 831 and for the administration of the forest recreation account. (4) Money in the forest recreation account may be expended pursuant to subsection (3) for grants to state colleges and universities to implement programs funded by the forest recreation account. Sec. 2030. (1) The state park improvement account is established as an account within the legacy fund. (2) The state park improvement account shall consist of both of the following: (a) All money in the state park improvement fund, formerly created in section 74108, immediately prior to the effective date of the amendatory act that added this section, which money is hereby transferred to the state park improvement account. (b) Revenue from the following sources: (i) Revenue derived from concessions, leases, contracts, fees, and permits from activities in state parks and recreation areas. (ii) Unless otherwise provided by law, damages paid for illegal activities in state parks and recreation areas. (iii) Other revenues as authorized by law. (3) Money in the state park improvement account shall be expended, upon appropriation, only as provided in SECTION 2045 AND part 741 and for the administration of the state park improvement 00557109 a * TMV 13-20 4 1 account. 2 (4) Money in the state park improvement account may be 3 expended pursuant to subsection (3) for grants to state colleges 4 and universities to implement programs funded by the state park 5 improvement account. 6 Sec. 2035. (1) The waterways account is established as an 7 account within the legacy fund. 8 (2) The waterways account shall consist of both of the 9 following: 10 (a) All money in the Michigan state waterways fund, formerly 11 created in section 78110, the Michigan harbor development fund, 12 formerly created in section 78110, and the marine safety fund, 13 formerly created in section 80115, immediately prior to the 14 effective date of the amendatory act that added this section, which 15 money is hereby transferred to the waterways account. 16 (b) Revenue from the following sources: 17 (i) All revenue generated from watercraft registration fees 18 assessed on the ownership or operation of watercraft in the state, 19 of which not less than 49% shall be provided for law enforcement 20 and education. 21 (ii) All revenues derived from fees charged for the moorage of 22 watercraft at state -operated mooring facilities. 23 (iii) All revenues derived from fees charged for the use of 24 state -operated public access sites. 25 (iv) Transfers from the recreation improvement account. 26 (v) All tax revenue derived from the sale of diesel fuel in 27 this state that is used to generate power for the operation or 00557109 a * TMV 13-21 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 5 propulsion of vessels on the waterways of this state. (vi) Other revenues as authorized by law. (3) Money in the waterways account shall be expended, upon appropriation, only as provided in SECTION 2045 AND parts 781, 791, and 801 and for the administration of the waterways account, which may include payments in lieu of taxes on state owned lands purchased through the waterways account or through the former Michigan state waterways fund. SEC. 2045. (1) THE DEPARTMENT SHALL DISTRIBUTE STATE PARK, BOATING ACCESS SITE, AND FOREST RECREATION PASSPORT FEE REVENUE TRANSFERRED TO THE DEPARTMENT UNDER SECTION 805 OF THE MICHIGAN VEHICLE CODE, 1949 PA 300, MCL 257.805, AS FOLLOWS: (A) THE FIRST $10,700,000.00 RECEIVED EACH FISCAL YEAR SHALL BE DEPOSITED IN THE STATE PARK IMPROVEMENT ACCOUNT. (B) THE NEXT $1,030,000.00 RECEIVED EACH FISCAL YEAR SHALL BE DEPOSITED IN THE WATERWAYS ACCOUNT. (C) THE REMAINING REVENUE SHALL BE DEPOSITED AS FOLLOWS: (i) 50% IN THE STATE PARK IMPROVEMENT ACCOUNT TO BE USED FOR CAPITAL IMPROVEMENTS AT STATE PARKS AND RECREATION AREAS. (ii) 30% IN THE STATE PARK IMPROVEMENT ACCOUNT TO BE USED FOR OPERATIONS AND MAINTENANCE AT STATE PARKS AND RECREATION AREAS. (iii) 3% IN THE STATE PARK IMPROVEMENT ACCOUNT TO BE USED FOR OPERATIONS, MAINTENANCE, AND CAPITAL IMPROVEMENTS OF STATE PARK CULTURAL AND HISTORIC RESOURCES. (iv) 10% IN THE LOCAL PUBLIC RECREATION FACILITIES FUND, CREATED IN SECTION 1911, TO BE USED FOR DEVELOPMENT OF PUBLIC RECREATION FACILITIES FOR LOCAL UNITS OF GOVERNMENT. 00557109 a * 13_22 TMV G 1 (v) 7% IN THE FOREST RECREATION ACCOUNT TO BE USED FOR STATE 2 FOREST CAMPGROUND AND STATE FOREST NONMOTORIZED TRAIL AND PATHWAY 3 SYSTEM OPERATIONS AND CAPITAL IMPROVEMENTS. 4 (2) FOR EACH CALENDAR YEAR, BEGINNING WITH 2O11, THE STATE 5 TREASURER SHALL ADJUST THE AMOUNTS SET FORTH IN SUBSECTION (1)(A) 6 AND (B) BY AN AMOUNT DETERMINED BY THE STATE TREASURER AT THE END 7 OF EACH CALENDAR YEAR TO REFLECT THE CUMULATIVE PERCENTAGE CHANGE 8 IN THE CONSUMER PRICE INDEX FOR THE MOST RECENT 1-YEAR PERIOD FOR 9 WHICH DATA ARE AVAILABLE. AS USED IN THIS SUBSECTION, "CONSUMER 10 PRICE INDEX" MEANS THE MOST COMPREHENSIVE INDEX OF CONSUMER PRICES 11 AVAILABLE FOR THIS STATE FROM THE BUREAU OF LABOR STATISTICS OF THE 12 UNITED STATES DEPARTMENT OF LABOR. 13 Sec. 74101. As used in this part: 14 (a) "Committee" means the citizens committee for Michigan 15 state parks created in section 74102a. 16 (b) "Improvement program" means the construction, 17 reconstruction, development, improvement, bettering, operating, 18 maintaining, and extending a facility at a state park, including a 19 site improvement, impoundment, road and parking lot, toilet 20 building, concession building, shelter building, bathhouse, 21 utility, outdoor center, visitor service facility, ski area, ski 22 tow, ski shelter, and administration unit. 23 (c) "Motor vehicle" means a vehicle that is self-propelled. 24 (D) "NONRESIDENT MOTOR VEHICLE" MEANS A MOTOR VEHICLE OTHER 25 THAN A COMMERCIAL MOTOR VEHICLE THAT IS NOT REGISTERED AS A MOTOR 26 VEHICLE IN THIS STATE. 27 (E) "RESIDENT MOTOR VEHICLE" MEANS A MOTOR VEHICLE OTHER THAN 00557109 a * TMV 13-23 7 1 A COMMERCIAL MOTOR VEHICLE THAT IS REGISTERED AS A MOTOR VEHICLE IN 2 THIS STATE. 3 (F) (()"State park" means a state park or state recreation 4 area designated by the director. 5 (G) (e) "State park improvement account" means the state park 6 improvement account of the Michigan conservation and recreation 7 legacy fund provided for in section 2030. 8 (H) (f) "State park revenues" means all revenues collected for 9 state parks, including but not limited to, motor vehicle permits, 10 concession fees, nonmotorized trail permits, fees, leases, camping 11 fees, sale of farm animals from Maybury state park, donations, and 12 gifts. 13 Sec. 74102a. (1) The citizens committee for Michigan state 14 parks is created within the department. 15 (2) The committee shall consist of 17 individuals appointed by 16 the director with the advice of the commission. 17 (3) The members first appointed to the committee shall be 18 appointed 19 aet that added this DECEMBER 14, 2004. 20 (4) Members of the committee shall serve for terms of 4 years 21 or until a successor is appointed, whichever is later, except that 22 of the members first appointed 6 shall serve for 4 years, 6 shall 23 serve for 3 years, and 5 shall serve for 2 years. 24 (5) If a vacancy occurs on the committee, the director shall 25 make an appointment for the unexpired term in the same manner as 26 the original appointment. 27 (6) The committee may remove a member of the committee for 13-24 00557/09 a * TMV 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 incompetency, dereliction of duty, malfeasance, misfeasance, or nonfeasance in office, or any other good cause upon a majority vote of the members. An individual shall be removed from the committee if he or she does not attend 4 consecutive meetings of the committee. (7) The first meeting of the committee shall be called by the director. At the first meeting, the committee shall elect from among its members a chairperson and other officers as it considers necessary or appropriate. After the first meeting, the committee shall meet at least twice each year, or more frequently at the call of the chairperson or if requested by 9 or more members. (8) Nine members of the committee constitute a quorum for the transaction of business at a meeting of the committee. A majority of the members present and serving are required for official action of the committee. (9) The business that the committee may perform shall be conducted at a public meeting of the committee held in compliance with the open meetings act, 1976 PA 267, MCL 15.261 to 15.275. (10) A writing prepared, owned, used, in the possession of, or retained by the committee in the performance of an official function is subject to the freedom of information act, 1976 PA 442, MCL 15.231 to 15.246. (11) Members of the committee shall serve without compensation. However, members of the committee may be reimbursed for their actual and necessary expenses incurred in the performance of their official duties as members of the committee. (12) The committee shall do all of the following: 00557109 a * TMV 13-25 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 E (a) Advise and make recommendations to the governor, the commission, and the legislature on state parks policy and provide guidance on state parks development, management, and planning issues. (b) Seek the development of a broad variety of programs, facilities, and services for eur—MICHIGAN citizens utilizing the state parks. (c) Inform and educate the public about the importance of and need for state parks. (d) Strive to involve citizens in the planning and development of state parks and to ensure that the facilities, programs, and projects are barrier -free and accessible to all citizens. (e) Establish and maintain effective public relations regarding state parks, utilizing all appropriate communications media. (f) Advise on financial planning and pursue adequate budget support for state parks. (g) Serve as a liaison and coordinate with other agencies to ensure a cooperative effort to provide the most effective and economical services possible at state parks. (h) Within 2 years afteir the of€eetive—date of theafftendate-r-y aet that added sabdivisiee �-j BY JULY 20, 2008 and periodically thereafter, evaluate and submit a report to the standing committees of the legislature with jurisdiction over issues pertaining to natural resources and the'environment on the state parks programs, facilities, services, and relationships to assure ENSURE that the committee's goals and objectives are being achieved. 00557109 a * 13_26 TMV 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 10 (i) Advise and make recommendations to the department on the gem of the parks award, the state parks volunteer of the year award, and the state parks employee of the year award established under section 74124. (j) Review and make recommendations to the department on whether land within a state park should be transferred as provided in section 74102b. (13) BY DECEMBER 31, 2009, THE COMMITTEE SHALL SUBMIT A REPORT TO THE STANDING COMMITTEES AND APPROPRIATIONS SUBCOMMITTEES OF THE LEGISLATURE WITH JURISDICTION OVER ISSUES PERTAINING TO NATURAL RESOURCES AND THE ENVIRONMENT. THE REPORT SHALL CONTAIN RECOMMENDATIONS FOR SAVINGS IN STATE PARK AND FOREST RECREATION PROGRAMS. SAVINGS IN STATE PARK PROGRAMS EQUIVALENT TO AT LEAST 10% OF THE CUMULATIVE EXPENDITURES FOR STATE PARK PROGRAMS DURING THE FISCAL YEAR ENDING SEPTEMBER 30, 2009 SHALL BE IDENTIFIED. IN DEVELOPING RECOMMENDATIONS, THE COMMITTEE SHALL CONSULT WITH THE DEPARTMENT AND INTERESTED PARTIES. THE COMMITTEE SHALL CONSIDER AT LEAST ALL OF THE FOLLOWING: (A) INCREASED PREVENTATIVE MAINTENANCE. (B) ENERGY CONSERVATION AND EFFICIENCY. (C) TRANSFER OF FUNCTIONS BETWEEN THE FOREST, MINERAL, AND FIRE MANAGEMENT DIVISION AND THE PARKS AND RECREATION DIVISION, OR SUCCESSORS THEREOF, WITH RESPECT TO PUBLIC BOATING ACCESS SITES, STATE FOREST NONMOTORIZED TRAILS OR PATHWAYS, STATE FOREST CAMPGROUNDS, AND OTHER FACILITIES TO ACHIEVE MORE EFFICIENT USE OF PERSONNEL. (D) CONTRACTING MAJOR MAINTENANCE OR RENOVATION WORK TO 00557109 a * 13-27 TMV 11 1 PRIVATE PARTIES. 2 (14) "The chairperson of the committee shall ensure that 3 all proposed policy positions of the committee are sent to the 4 committee members at least 1 week in advanee of BEFORE the meeting 5 at which the policy position will be acted upon. The committee may 6 adopt an emergency resolution that has not been sent to committee 7 members at least 1 week prime -BEFORE a meeting of the committee, 8 but only upon the approval of 3/4 of those present at the meeting. 9 Sec. 74116. (1) The department shall designate the state parks 10 in which a MOTOR VEHICLE park permit is required for lawful entry 11 by A NONRESIDENT motor vehicle OR COMMERCIAL MOTOR VEHICLE. The 12 department shall designate only those parks in which state 13 facilities and services are provided for the public. The department 14 may designate portions of state parks where a MOTOR VEHICLE park 15 permit is not necessary FOR A NONRESIDENT MOTOR VEHICLE OR 16 COMMERCIAL MOTOR VEHICLE. The department shall post signs at 17 designated parks or designated portions of parks that state that a 18 motor vehicle park permit is required .A FOR ENTRY BY A 19 NONRESIDENT MOTOR VEHICLE OR COMMERCIAL MOTOR VEHICLE. SUBJECT TO 20 SUBSECTION (2), A person shall not enter, IN A NONRESIDENT MOTOR 21 VEHICLE OR COMMERCIAL MOTOR VEHICLE, any state park or portion of a 22 state park in which a motor vehicle park permit is required without 23 a valid motor vehicle PARK permit affixed to the vehicle. A valid 24 MOTOR VEHICLE park permit shall 25 be __._anon'='_1 affixed to the lower right-hand corner of the 26 windshield. of any ffieter vehiele entering a- state -park er per i e-n 27 e€-a state park in whieh a meter vehiele-parkpermit redi- 00557109 a * 13-28 TMV WIN 1 eiEeept that--a-AN ANNUAL MOTOR VEHICLE PARK PERMIT SHALL BE AFFIXED 2 PERMANENTLY FOR THAT YEAR. 3 (2) A MOTOR VEHICLE park permit is not required to be affixed 4 to a NONRESIDENT MOTOR VEHICLE OR COMMERCIAL motor vehicle while 5 UNDER ANY OF THE FOLLOWING CIRCUMSTANCES: 6 (A) WHILE the motor vehicle is being driven or parked within 7 an established federal, state, or county highway within a state 8 park. The -Fequrement to ebtain a metes vehicle -ark perfflit deer 9 net apply t meter vehieles 10 (B) FOR ENTRY INTO A STATE PARK OF A MOTOR VEHICLE used in the 11 operation or maintenance of A state parks, to-Tmoreney vehie 12 er to state evened ter law enfereement Rieteryehieles e_ private 13 fneter veh a "" PARK, OF AN EMERGENCY MOTOR VEHICLE, OR OF A PRIVATE 14 MOTOR VEHICLE being operated on official state business. 15 Sec. 74117. (1) The -department -may iceepaire-park pe mits an 16 eelleet park permit fees fey entiyinte a- state -par-k-ea• peic i e of 17 a state park pelted -gin the Rianner The 18 department may waive the MOTOR VEHICLE PARK permit requirement 19 UNDER SECTION 74116 for department -sponsored events or other 20 circumstances as determined by the director or the director's 21 designee. The department shall prepare and distribute park permits 22 to implement this part. 23 (2) Except as otherwise provided in this section, an annual 24 NONRESIDENT MOTOR VEHICLE park permit shall be issued and shall 25 authorize the entry of the --A NONRESIDENT motor vehicle to which it 26 is originally attached within the confines of any state park er 27 reerea-tien area during the calendar year for which it is issued. 00557109 a * 13_29 TMV 13 1 The fee for the annual NONRESIDENT MOTOR VEHICLE park permit is 2 fel>='vllews - 3 (a) Until jafraary 1, 2010, fer the resident ^:odor e`oner-e€ a 4 vehicle, $24 0e, fell . ..- . . ----ept as 5 (i) The fee fer the ewner of -a-resident meter o=ehiele wheT r 7 8 the time e€ purehase, ie-inpessessien of a feed stamp eard and 9 p _-senal identifieatie^ is $18.09. 10 , for the owner of a nonresident 11 motor vehicle —IS $29.00. 12 (3) A daily MOTOR VEHICLE PARK permit, valid for 1 day only, 13 shall authorize the entry of the -A NONRESIDENT motor vehicle OR 14 COMMERCIAL MOTOR VEHICLE to which it is originally attached within 15 the confines of a state park during the day for which it is issued. 16 The fee for a daily peEfnit is as fell. 17 (a) Until janiaaryl, 29!0,fer the e`oner of a resident meter 18 vehicle- 00. 19 — ( b ) Hail January 1, 2010, fer the-ewner- ef-a-nonresident 20 motor vehicle —PARK PERMIT IS $8.00. THE FEE FOR A DAILY 21 COMMERCIAL MOTOR VEHICLE PARK PERMIT IS $15.00. 22 (4) A person who has obtained an annual NONRESIDENT motor 23 vehicle PARK permit under this section for a recreational vehicle 24 to be used as a stationary primary camping shelter camped legally 25 in and not moved from a state park campground during the period of 26 the camping stay may obtain a duplicate NONRESIDENT motor vehicle 27 PARK permit for a towed second motor vehicle present at the time of 00557109 a * 13_30 TMV 14 1 entry for a fee of $6.00 effective for the duration of THE camping 2 stay. 3 (5) The department shall provide to the standing committees in 4 the senate and house of representatives along with the appropriate 5 budget subcommittees that primarily consider issues pertaining to 6 natural resources an annual report that details the revenue stream 7 generated by the fee structure under this section. This report 8 shall be presented not later than December 31 each year and shall 9 include information on the impact of the revenue stream on the 10 Michigan state parks endowment fund created in section 35a of 11 article IX of the state constitution of 1963 and provided for in 12 section 74119, the use of the general fund for funding the state 13 park system, and other relevant issues that impact funding needs 14 for the state park system. 15 ( 6 ) This part applies enly to the entry ef-hater veh-ieles irate 16 thestateparks and to the park per -faits authorized in this -pares-and 17 18 spee-is=serviees-er park privileges a �-- = - _ s i r �:bs y ently 19 FRay be required by law er- by rules pr-eR+ulgated by the departfHent--. 20 The department shall designate each person in the state authorized 21 to sell park permits and shall require as a condition of the 22 designation that a surety bond be furnished in an amount and in -a 23 form and with the -A surety as is acceptable to the department. 24 After being designated by the department, a person may issue park 25 permits in accordance with this part. eapaeity e �ar-e 26 (7) Ge cmereial FReter eeaehes er vans Faith -a to 27 than 1:2 passengers -are -net eligible enter a state 00557109 a * 13-31 TMV 15 1 aiji-juai par-iE pe3FmitHnti! danuaryl, 2910, t€re—da€iy fee —to--a lew 2 eemmea eial «cater eeaehes er grans with a eapaeity—ef e:ve 12 3 paasei�ger-s da4:ly entry inte—a-- state —park is $ 99 4 5 6 inears heeauae e€ the use e€ a eredit Bard. 7 (7) -(9) If a person's annual NONRESIDENT MOTOR VEHICLE park 8 permit is lost or destroyed, the department shall provide that 9 person with a replacement MOTOR VEHICLE park permit free of charge. 10 The department may require a person requesting a replacement MOTOR 11 VEHICLE park permit to supply sufficient evidence of the loss or 12 destruction of the original MOTOR VEHICLE park permit. 13----(10) it is the intent of the legislatiare that if, September 14 30 e f any state €is eat year, t ant ef fneneyin the 15 eeuntereyelieal budget and eeenemie— tabilizatien €and ereated in 16 section 351 of the management and hadget ae,1984—PA 431, MGL 17 , 18 suppers € e r state parks epe r at i ens f e r the €e l l ew ing state fise 19 year shall be equal to er emeeed SG26 ef theate b" g" 20 fneter vehiele entranee fees under this seetien during the previe:ue 21 state €isea-l—year. 22 (1!) As used in this seetien, "resident: meter veiie'le" ffleans a 23 vehiele—that is registeiced as �eter vehiele-in this state. 24 (8) THE DEPARTMENT MAY ADD TO THE COST OF A RESERVATION OR A 25 MOTOR VEHICLE PARK PERMIT OR CAMPING FEE THE CHARGES THAT THE STATE 26 INCURS BECAUSE OF THE USE OF A CREDIT CARD. 27 (9) THIS SECTION AND SECTION 74116 APPLY ONLY TO THE ENTRY OF 00557109 a * 13-32 TMV W 1 MOTOR VEHICLES INTO STATE PARKS AND TO THE PARK PERMITS AUTHORIZED 2 IN THIS PART AND DO NOT OBVIATE THE NECESSITY OF OBTAINING 3 ADDITIONAL PERMITS FOR SPECIAL SERVICES OR PARK PRIVILEGES AS MAY 4 BE REQUIRED BY LAW OR BY RULES PROMULGATED BY THE DEPARTMENT. 5 Sec. 74122. (1) A person who violates this part or a rule 6 promulgated under this part is guilty of a misdemeanor. In any 7 proceeding for the violation of this part or a rule promulgated 8 under this part, where IF a motor vehicle REQUIRED TO HAVE A MOTOR 9 VEHICLE PARK PERMIT UNDER SECTION 74117 IS FOUND PARKED IN A STATE 10 PARK without the required MOTOR VEHICLE park permit affixed, 4-& 11 feund parked in any statepark, the registration plate displayed on 12 the motor vehicle constitutes prima facie evidence that the owner 13 of the motor vehicle was the person who parked or placed it at the 14 location where it was found. 15 (2) In addition to the penalties provided for in subsection 16 (1), a person convicted of an act of vandalism shall reimburse the 17 department up to 3 times the amount of the damage as determined by 18 the court. All money collected pursuant to this subsection shall be 19 credited to the,state park improvement account. 20 Sec. 74123. The department may establish a fine for failure to 21 purchase a MOTOR VEHICLE park permit whieh REQUIRED UNDER SECTION 22 74117. THE FINE shall be twice the cost of BAN ANNUAL NONRESIDENT 23 motor vehicle entranee-PARK permit. er daily perfAtas establish 24 . 25 Sec. 78105. The department shall have the following powers and 26 duties: 27 (a) To acquire, construct, and maintain harbors, channels, and 00557109 a * 13-33 TMV 17 1 facilities for vessels in the navigable waters lying within the 2 boundaries of the -THIS state. of r"-_ehigan. 3 (b) To acquire, by purchase, lease, gift, or condemnation the 4 lands, rights of way, and easements necessary for harbors and 5 channels. The FOR THE PURPOSES OF THIS SUBDIVISION, THE department 6 shall be considered a state agency under 1911 PA 149, MCL 213.21 to 7 213.25. , r-eletive—te eendemnatien by state . 8 (c) To acquire, by purchase, lease, gift, or condemnation 9 suitable areas on shore for disposal of the material from dredging. 10 (d) To enter into any contracts or agreements that may be 11 necessary in carrying out this part, including agreements to hold 12 and save the United States free from damages due to the 13 construction and maintenance by the United States of those works 14 that the United States undertakes. 15 (e) To provide for the granting of concessions within the 16 boundaries of harbors, so as to furnish the public gas, oil, food, 17 and other facilities. 18 (f) To represent the THIS state of ""_'iehiga~ and the governor 19 of Miehigan in dealings with the chief of engineers of the United 20 States army and his or her authorized agents for the purposes set 21 forth in this part. 22 (g) To charge fees for both seasonal and daily moorage at 23 state -operated small craft mooring facilities. All revenues derived 24 from this source shall be deposited in the waterways account. 25 (h) Teeharge—fees €er '�daild sreasenitdee of state 26 eper-ated publie aeeess—sites, if the eest of eelleeting the fees 27 will net —emeeed-the —revenue —derived frest- he fees few dailyand 00557109 a * 13-34 TMV 18 1 seesenal passes. All revenzaes derived -€rem -this seu=ee shall be 2 deposited in the waterways iaeeeiant. A seasenal-- pass -shall grantee 3 percmittee the right to -enter 4 witheut-gayffient ef-an a rtienal fee. 5 (H) -(---To collect the proceeds from the sale of marine fuel 6 at harbors operated by the department. The proceeds from the sales 7 shall be credited to the waterways account and used for the 8 purchase of marine fuel supplies as may be needed. Any remaining 9 revenue from this source not needed for the purchase of marine fuel 10 supplies may be expended in the same manner as other funds within 11 the waterways account. 12 Sec. 83106. (1) The department may require a person to obtain 13 a permit for camping in designated state forest campgrounds and may 14 establish and collect a fee for the camping permit. However, at 15 least 6 months before increasing a camping permit fee, the 16 department shall provide written notice of its intent to do so to 17 the standing committees of the senate and the house of 18 representatives that have primary jurisdiction over legislation 19 pertaining to natural resources and.the environment. 20 (2) The department may require a person to obtain a permit, 21 except as otherwise provided by law, for the use of lands and 22 facilities within the state forest as designated by the department 23 for recreation use. THE DEPARTMENT SHALL NOT REQUIRE A PERMIT OR 24 PAYMENT OF A FEE FOR USE OF A STATE FOREST NONMOTORIZED TRAIL OR 25 PATHWAY OR STATE FOREST CAMPGROUND FACILITY EXCEPT AS PROVIDED IN 26 SUBSECTION (1) OR OTHERWISE PROVIDED IN THIS ACT. 27 (3) Money collected under this section shall be deposited into 00557109 a * 13-35 TMV 0 M 1 the forest recreation account. 2 Enacting section 1. Sections 1909 and 1910 of the natural 3 resources and environmental protection act, 1994 PA 451, MCL 4 324.1909 and 324.1910, are repealed. 5 Enacting section 2. This amendatory act takes effect January 6 1, 2010. 7 Enacting section 3. This amendatory act does not take effect 8 unless Senate Bill No. 389 9 of the 95th Legislature is enacted into law. 13-36 00557109 a * Final Page TMV m z n m w F r z 0 w co to SENATE BILL No. 389 March 17, 2009, Introduced by Senators BASHAM, BIRKHOLZ, PAPPAGEORGE, JANSEN and GEORGE and referred to the Committee on Natural Resources and Environmental Affairs. A bill to amend 1949 PA 300, entitled "Michigan vehicle code," (MCL 257.1 to 257.923) by adding section 805. THE PEOPLE OF THE STATE OF MICHIGAN ENACT: 1 SEC. 805. (1) SUBJECT TO SUBSECTIONS (2) AND (3), THE 2 SECRETARY OF STATE SHALL NOT ISSUE OR RENEW A REGISTRATION FOR A 3 MOTOR VEHICLE UNLESS, IN ADDITION TO THE TAXES PROVIDED FOR UNDER a) 4 SECTION 801, A STATE PARK, PUBLIC BOATING ACCESS SITE, AND FOREST 00 M 5 RECREATION PASSPORT FEE IS SUBMITTED TO THE SECRETARY OF STATE WITH 1 6 THE APPLICATION. SUBJECT TO SUBSECTION (4), THE AMOUNT OF THE Z J 7 RECREATION PASSPORT FEE IS AS FOLLOWS: J m 8 (A) EXCEPT AS PROVIDED IN SUBDIVISION (B), $10.00. W 9 (B) FOR A MOTORCYCLE, $5.00. a z LU U) 00557'09 * 13-37 TMV 2 1 (2) SUBSECTION (1) DOES NOT APPLY TO A COMMERCIAL MOTOR 2 VEHICLE. 3 (3) SUBSECTION (1) DOES NOT APPLY IF THE APPLICANT ADOPTS A 4 STATEMENT THAT THE APPLICANT DECLINES TO PAY THE RECREATION 5 PASSPORT FEE BECAUSE THE APPLICANT DOES NOT INTEND TO USE THE MOTOR 6 VEHICLE TO ENTER ANY STATE PARK OR RECREATION AREA, STATE PUBLIC 7 BOATING ACCESS SITE, OR STATE FOREST CAMPGROUND OR TO PROVIDE 8 ACCESS TO ANY STATE FOREST NONMOTORIZED TRAIL OR PATHWAY DURING THE 9 REGISTRATION PERIOD. THE APPLICATION SHALL CONTAIN SUCH A STATEMENT 10 AND A MEANS FOR THE APPLICANT TO ADOPT THE STATEMENT, SUCH AS BY 11 CHECKMARK OR SIGNATURE. 12 (4) THE SECRETARY OF STATE SHALL ALLOCATE REVENUE FROM 13 RECREATION PASSPORT FEES AS FOLLOWS: 14 (A) THE SECRETARY OF STATE SHALL RETAIN AN AMOUNT EQUAL TO 15 1/2% OF ALL RECREATION PASSPORT FEES, WHETHER OR NOT THOSE FEES ARE 16 REFUNDED, TO DEFRAY THE COSTS OF ADMINISTERING THIS SECTION. 17- (B) THE SECRETARY OF STATE SHALL, AT LEAST WEEKLY, TRANSFER 18 THE BALANCE OF THE REVENUE TO THE DEPARTMENT OF NATURAL RESOURCES 19 FOR DEPOSIT AS PROVIDED IN SECTION 2045 OF THE NATURAL RESOURCES 20 AND ENVIRONMENTAL PROTECTION ACT, 1994 PA 451, MCL 324.2045. 21 (5) FOR EACH CALENDAR YEAR, BEGINNING WITH 2O11, THE STATE 22 TREASURER SHALL ADJUST THE AMOUNTS SET FORTH IN SUBSECTION (1)(A) 23 AND (B) BY AN AMOUNT DETERMINED BY THE STATE TREASURER AT THE END 24 OF EACH CALENDAR YEAR TO REFLECT THE CUMULATIVE PERCENTAGE CHANGE 25 IN THE CONSUMER PRICE INDEX FOR THE MOST RECENT 1-YEAR PERIOD FOR 26 WHICH DATA ARE AVAILABLE AND ROUNDED TO THE NEAREST 5 CENTS. 27 (6) AS USED IN THIS SECTION: 00557'09 * TMV 13-38 1 2 3 4 5 6 7 8 9 10 11 W (A) "CONSUMER PRICE INDEX" MEANS THE MOST COMPREHENSIVE INDEX OF CONSUMER PRICES AVAILABLE FOR THIS STATE FROM THE BUREAU OF LABOR STATISTICS OF THE UNITED STATES DEPARTMENT OF LABOR. (B) "RECREATION PASSPORT FEE" MEANS THE STATE PARK, PUBLIC BOATING ACCESS SITE, AND FOREST RECREATION PASSPORT FEE PROVIDED FOR IN SUBSECTION (1). Enacting section 1. This amendatory act takes effect January 1, 2010. Enacting section 2. This amendatory act does not take effect unless Senate Bill No. 388. of the 95th Legislature is enacted into law. 13-39 00557'09 * Final Page TMV Administrative Cost Worksheet Fiscal Year 2008 Administration Recreation Administration Technical Support Total Administration Glen Oaks Golf Course Lyon Oaks Golf Course Red Oaks Golf Course Springfield Oaks Golf Course White Lake Oaks Golf Course Independence Oaks Nature Center Addison Oaks Addison Oaks Conference Center Groveland Oaks Highland Oaks Independence Oaks Lyon Oaks Park Orion Oaks Rose Oaks Springfield Oaks Activity Center Waterford Oaks Activity Center/ Park Catalpa Oaks Mobile Recreation Red Oaks Waterpark Waterford Oaks BMX Waterford Oaks Games Complex Waterford Oaks Refrigerated Toboggan Complex Waterford Oaks Waterpark Total Operating Budget Total Expense Budget Administrative Costs 1. Admin = Expenses - ( Revenues minus Taxes) 2. Rec Admin = Expenses minus Revenues 3. Technical Support Expenses Total Administrative Costs Percent of Total Expenditures Expenses $3,644,446.23 694,640.00 1,286,867.85 $5,625,954.08 1,100,407.81 1,893,776.35 684,184.67 937,735.43 986,918.31 407,610.88 1,384,162.54 213,677.20 1,233,450.14 28,685.00 1,077,311.83 588,404.11 155,132.56 34,353.33 296,547.09 589,528.44 19,619.89 684,085.96 1,436,058.52 47,488.81 40,373.84 300,974.53 1,075,518.59 $15,216,005.83 $20,841,959.91 $2,546,261.57 $654,088.50 $1,286,867.85 $4,487,217.92 29% 13-40 % Of % of Total Administrative Expenses Costs 0.00 % 0.00 % 0.00% 7.23 % 12.45% 4.50% 6.16% 6.49% 2.68% 9.10% 1.40% 8.11% 0.19% 7.08 % 3.87% 1.02% 0.23% 1.95% 3.87% 0.13% 4.50 % 9.44% 0.31 % 0.27 % 1.98% 7.07 % 100.00% $4,487,217.92 FY2008 Administrative Cost Worksheet.xis Brian 3/23/2009 2800 Watkins Lake Road a Bldg 97W • Waterford, MI 48328-1917 248.858.0906 • 1.888.00PARKS • www.oal<gov.com/parksrec QZA ND COUNTY PARKS April 3, 2009 Dear Oakland County Golf Operations Volunteer: Thank you for your past year(s) of service and your dedication to the success of Oakland County Parks and Recreation golf operations. We sincerely appreciate your efforts! As you may be aware, the Oakland County Parks and Recreation Commission is in the process of implementing a 10-year strategic planning process which will enable our operations to continue to be sustainable in challenging economic times. If you are interested in learning more about the Strategic Master Plan which outlines goals, strategies and tactics to guide the business operations of the Commission and staff, it can be viewed or downloaded at www.oakqov.com/parksrec/news. This plan was adopted by the Oakland County Parks and Recreation Commission on May 7, 2008. Since that time, we have been in the process of evaluating each of our operations and looking for opportunities to create operational efficiencies that will lead to cost savings and/or generate revenue. A segment of this assessment has included the evaluation of our current volunteer program at all five of the Oakland County Parks golf courses. During this assessment process, we found that each golf course was managing the volunteer program in different ways. 11 became clear for the need to standardize this program throughout the parks system. Beginning with the 2009 golf operation season, we are limiting the volunteer opportunities available at each facility and filling positions through an application and interview process. Additionally, Red Oaks Golf Course is closed for the 2009 season and will not have golf volunteer opportunities available until 2010. If you are interested in becoming a golf volunteer at White Lake Oaks or Glen Oaks for the 2009 season, please plan to attend one of the following mandatory informational sessions: • Tuesday, April 14, 2009 at 7 pm at the White Lake Oaks Banquet Center • Tuesday, April 21, 2009 at 7 pm at the Glen Oaks Banquet Center At this meeting, we will review our Volunteer Policy and Rules and Expectations for Golf Course Volunteers. Choose one of the options provided above and RSVP with your choice to Rachel Meyers, Training and Volunteer Services Supervisor, at meyersr(aboakgov.com, or 248-975-9717. Applications for 2009 golf volunteers will be available on our website, www.oakgov.com/parksrec, on April 24, 2009. Rachel Meyers will begin interviewing individuals in April in hopes to have volunteers assigned to positions by May 16, 2009. If you have questions regarding this information, prior to your scheduled information session, please contact Rachel Meyers. We hope to see you back on an Oakland County Parks golf course in 2009! Pecky D. Lewis, Jr. Sincerely, Chairman Richard Skarritt Vice Chairman J. David VanderVeen i Secretary Tim Burns Daniel J. Stencil Gregory C. Jamian Executive Officer Robert Kostin Christine Long John P. McCulloch Charles Palmer cc: Sue Wells, Manager of Parks Operations Scott Pecky D. Lewis, Jr. Chairman L,anielJ. Stencil OCPRC Commissioners Executive Officer 13-41 0 ur mission is to provide recreational, leisure and learning experiences that enhance quality of life. 2800 Watkins Lake Road e Bldg 97W • Waterford, MI 48328-1917 248.858.0906 • 1.888.00PARKS • www.oal<gov.com/parksrec Q 4F 1 1 D COUNTY PARKS April 3, 2009 Dear Lyon Oaks Golf Volunteer: Thank you for your past year(s) of. service and your dedication to the success of Oakland County Parks and Recreation golf operations. We sincerely appreciate your efforts! As you may be aware, the Oakland County Parks and Recreation Commission is in the process of implementing a 10-year strategic planning process which will enable our operations to continue to be sustainable in challenging economic times. If you are interested in learning more about the Strategic Master Plan which outlines goals, strategies and tactics to guide the business operations of the Commission and staff, it can be viewed or downloaded at www.oakqov.com/parksrec/news. This plan was adopted by the Oakland County Parks and Recreation Commission on May 7, 2008. Since that time, we have been in the process of evaluating each of our operations and looking for opportunities to create operational efficiencies that will lead to cost savings and/or generate revenue. A segment of this assessment has included the evaluation of our current volunteer program at all five of the Oakland County Parks golf courses. During this assessment process, we found that each golf course was managing the program in different ways. It became clear for the need to standardize this program throughout the parks system. Beginning with the 2009 golf operation season, we are limiting the volunteer.opportunities available at each facility and filling positions through an application and interview process. If you are interested in becoming a golf volunteer for the 2009 season, please plan to attend the mandatory informational session scheduled for Thursday, April 16, 2009 at 7 pm at the Lyon Oaks Banquet Center. At this meeting, we will review our Volunteer Policy and Rules and Expectations for Golf Course Volunteers. If you have "banked" hours from your volunteer work in 2008, we will be allowing you to redeem those hours for rounds in the 2009 season only, following the guidelines on the enclosed "Redemption of Hours Banked for 2008 Volunteers" notice. Please review the information on the enclosed notice, choose one of the options provided and contact Rachel Meyers, Training and Volunteer Services Supervisor, at meyersr ,oakgov.com, or 248-975-9717. Applications for 2009 golf volunteers will be available on our website, www.oakqov.com/parksrec, on April 24, 2009. Rachel Meyers will begin interviewing individuals in April in hopes to have volunteers assigned to positions by May 16, 2009. If you have questions regarding this information, prior to your scheduled information session, please contact Rachel Meyers. We hope to see you back on an Oakland County Parks golf course in 2009! Pecky D. Lewis, Jr. Chairman Sincerely, Richard Skarritt Vice Chairman J. David VanderVeen S Secretary i Tim Burns Gregory C. Jamian Daniel J. Stencil Robert Kostin Executive Officer Christine Long John P. McCulloch Charles Palmer Scott cc: Sue Wells, Manager of Parks Operations Daniel J. Stencil Pecky D. Lewis, Jr. Chairman Executive Officer OCPRC Commissioners 13-42 0 ur- mission is to provide recreational, leisure and learning experiences that enhance quality of life. O�IKLAND [kill] LTiT;.T1,,T'M OAKLAND COUNTY PARKS AND RECREATION REDEMPTION OF HOURS BANKED FOR 2008 VOLUNTEERS LYON OAKS GOLF COURSE Volunteers who have existing "banked" hours from 2008 will be allowed to use those hours through the 2009 golf season. Beginning in 2009, no hours will be banked or carried over. The guidelines listed below apply to 2008 hours only. A new program will be implemented in 2009. Guidelines for using 2008 hours 2 punches on a punchcard = 18 holes for volunteer and 1 guest. Carts are included in the hours used for banked rounds. Applies to non -peak hours only, as follows: Monday -Thursday, anytime Friday -Sunday, and Holidays after 3 pm Banked hours may be applied to volunteer and 1 guest accompanying the volunteer per round. In order to reduce confusion and tracking of programs going forward, we are asking all former volunteers with a "banked" hours balance to consider one of the following 2 options for golf with Oakland County Parks and Recreation for the 2009 season. Option 1: Choose to use "banked" 2008 hours for golf play in 2009 under the guidelines above and not volunteer for 2009 volunteer position. Invited to apply for a volunteer position in 2010. Option 2: Choose to apply for participation in 2009 volunteer program. If placed on the volunteer schedule at a specific golf course, pending interview process, choose to waive all "banked" 2008 hours to participate in 2009 program. If not placed on volunteer schedule at a specific course, Option 1 will apply - use banked 2008 hours for golf play in 2009 under the guidelines above and re -apply for volunteer position in 2010. Please consider your interest in golfing at Oakland County Parks facilities in 2009 and reply to Rachel Meyers, Training and Volunteer Services Supervisor, at me e(aoakgov.com or 248-975-9717 with the option of your choice. If you choose to apply for a 2009 volunteer position, plan to attend the mandatory information session which has been scheduled for Thursday, April 16, 2009 at 7 pm at the Lyon Oaks Banquet Center. 13-43 Upcoming Events - April Adaptive Recreation April 3 Royal Oak Social: Crazy Hat Day Dance for Individuals with Developmental Disabilities. April 3 Adult Recreational Wheelchair Basketball - Troy April 6 Ferndale cooking class for individuals with Developmental Disabilities April 16 TGIT Social: Crazy Hat Dance for Individuals with Developmental Disabilities April 17 Adult Recreational Wheelchair Basketball - Troy April 20 Ferndale craft class for individuals with Developmental Disabilities. April 24 Adult Recreational Wheelchair Basketball - Troy Golf Events: April 12 Lesson on Golf - Interview with PGA Professional Paul Simpson April 12 North Farmington High School Golf Team 2009 season begins, Glen Oaks April 16 Farmington Hills High School Invitational Golf Tournament, Glen Oaks April 26 18a' Annual Memorial Outing Golf Event, Glen Oaks April 30 Country Day High School Junior/Senior Boys Golf Event, Glen Oaks Nature Programs: April 4 Brownie Archeology Badge - Lyon April 4 Spring Star Party - Wint April 8 Spring Home-schoolers "Egg-citement" - Wint April 18 The Green Hour - Wint April 25 Webelos Naturalist Badge - Wint & Lyon Outdoor Recreation: April 18 Addison Oaks - T.O.G.A. Frisbee Fest - Disc golf, ultimate Frisbee and other awesome Frisbee sports! 11 am - 4 pm Recreation Program and Services Every Friday/Sat 2-5 pm New Volunteer Program at the community gardens and greenhouse led by Pat Hopkinson 13-44 ITEM #13 CLOSED SESSION Staff is requesting a Closed Session to discuss a proposed land acquisition. 14 Lyon Oaks Golf Business Plan Table of Contents CHAPTER ONE - EXECUTIVE SUMMARY.......................................................... 1 1.1 INTRODUCTION........................................................................................................................1 1.2 FINDINGS OF THE STRATEGIC PLAN................................................................................ 2 1.3 OPERATIONAL OVERVIEW — FINANCIAL SUSTAINABILITY......................................... 4 1.4 BUSINESS PLANNING PROCESS........................................................................................5 1.5 FINAL RECOMMENDATIONS................................................................................................. 5 CHAPTER TWO - MARKET ANALYSIS................................................................ 8 2.1 OAKLAND COUNTY DEMOGRAPHIC SUMMARY............................................................. 8 2.2 GOLFING TRENDS.......................................................................................-..............I......... 10 2.3 MARKET CONCLUSION...................................................................................................... 25 CHAPTER THREE - OPERATIONAL AND FINANCIAL ASSESSMENT....... 27 3.1 OPERATIONAL ASSESSMENT BY COST CENTER........................................................ 28 3.2 COST OF SERVICE ASSESSMENT BY COST CENTER ................................................ 30 3.3 COST OF SERVICE FINDINGS............................................................................................ 32 CHAPTER FOUR - OPERATIONS AND PRICING STRATEGY ..................... 37 4.1 OPERATIONAL STRATEGIES.............................................................................................. 37 4.2 PRICING STRATEGIES....................................................................................................:.... 38 CHAPTER FIVE - FINAL RECOMMENDATIONS .............................................. 42 APPENDIX A — DRIVE TIME MAPS..................................................................... 45 _ro9 consuffing Lyon Oaks Golf Business Plan 1.1 INTRODUCTION Oakland County Parks and Recreation Commission identified the need to establish business planning principles, guidelines, and policies for the Lyon Oaks Golf Course in addition to the overall Strategic Plan completed in May of 2008. PROS Consulting, LLC was retained to conduct a comprehensive evaluation and develop a business plan of Lyon Oaks Golf Course to be used by the Oakland County Park and Recreation Commission management and staff as a prototype business plan for guidance in developing similar business plans for each of the remaining golf courses. The Business Plan identifies 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 of the course while addressing opportunities to decrease expenditures for certain golf course cost centers. The outcome of the evaluation and business planning process provide the Commission with information to assist in determining which business model and operational changes best suit the County and allow for the greatest opportunity to attain a self supporting golf course operation. Lyon Oaks Golf Course has endured numerous adverse market factors which, independently, could potentially be endured. However, as multiple negative market factors have coalesced, the golf course sustainability for this superb County asset has been fleeting. As the Lyon Oaks golf course came on line in 2002, the golf industry was in the midst of a severe realignment that was the result of an industry development boom that was disproportionate with relatively stagnant growth of the actual golfer. Today, Lyon Oaks is one of eighty-one golf courses located within Oakland County, as identified by Pellucid Corp.; of the 81 golf courses, approximately 20% (17 courses) are of the same course category— Public Premium type golf course. This disproportionate coupling of supply with a flat demand, coupled with a shortened golfing season and a slowing economy creates a difficult operational landscape for Lyon Oaks Golf Course to achieve financial sustainability. According to Pellucid's research, Oakland County appears to have a very healthy demographic and golfer base across the key measures. The dramatic increase in supply since 1990 would suggest that there is supply dilution pressure on rounds and revenue as the golfer base is most probably now being divided among a larger number of facilities and increasingly superior facilities and conditioning. The outlier is that this oversupply is usually accompanied by relatively low utilization rates, which is occurring, as well as the relative health of the premium course segment in rounds velocity is unusual. These events suggests that either premium golf facilities are tapping a previously unmet need, are cannibalizing the private segment, or are having to aggressively discount to generate rounds which is raising their velocity but hurting their revenue and profit results. Growth potential from current levels seems challenging. Based on the research conducted by Pellucid, there is currently a 30% supply dilution level relative to the 1990 benchmark year. The missing piece is whether rounds demand has held steady since 2000, risen or declined. If demand has held steady or declined, although the facilities are showing good prost;,�.,,- consultiog Oakland County Parks and Recreation Commission utilization, performance is in fact considerably down from previously higher utilization rates in the 70-90% range. In the current economic situation, supporting the abnormally high level of value-added golf will be challenging. This will potentially trigger some set of circumstances that would include Private/Public or Public/Private conversions, extended discounting which will have a trickle -down effect on the Public -Value and Public -Price segments, golf course transactions at lower values or the elimination of some supply in the County. Which of these occurs and at what level remains to be seen. The extensive market research conducted by Pellucid does provide some insight into the future. As part of this natural evolution, public facilities that have marketing plans, programs, and budgets that will allow them to compete in the battle for share -of -golfer will prevail in this environment. For the survivors, it appears to be a healthy and stable base of golfers and rounds demand to sustain a reasonable number of facilities. The key will be surviving from here to the stabilization period. 1.2 FINDINGS OF In accordance with the Strategic Plan's recreation facility strategies, a business plan was to be developed for the Lyon Oaks Golf Course with the intent of providing a template which will allow for in-house replication of business planning efforts for all remaining golf courses. Although praised by the community as a system wide strength, County golf course operations were questioned among some in the community as well as private business, inquiries which focused on the true operational costs associated with golf programs and facilities and the fairness of taxpayer subsidies for such an exclusive activity. However, according to the community input process, including a survey completed during the Strategic Plan Oakland County Department of Parks and Recreation Facility / Amenity Needs Assessment High Medium Low Walking & hiking trails Nature trails Swimming& sunbathin beaches Bikingtrails Picnickingareas & shelters Children's playgrounds 18 & 9 hole golf courses Water arks & waterslides Fishing areas Outdoor ice-skating areas 10 Dog parks 11 Boating & sailing areas 12 Overni ht camping areas 13 Nature interpretive centers 14 Amphitheaters 15 Cross country skiing 16 Toboggan runs 17 Mountain biking trails Tennis courts Skate park Conference centers Platform tennis courts Equestrian center Equestrian trails ,Bicycle motocross track golf courses ranked 71h in the Figure I- Strategic Plan Prioritized Needs Assessment Chart prioritized facility/amenity needs assessment (Figure 1), and golf course development in the southern sector of the County was one of the most frequently mentioned ideas in regards to system improvements as a whole. The system wide park and facility assessment commended the County on well maintained and reasonably priced assets in regards to the value received at the golf courses; however, potential for additional and more robust programming does exist. The lack of a strong golf 2 i Lyon Oaks Golf Business Plan program plan targeted to women, youth and young adults was noted as a concern due to the increasing competition in the industry for loyal participants. Findings concluded that the programs offered are limited of the traditional variety, such as the Men's and Women's Golf Association Clubs, junior golf tournaments, golf outings, golf leagues, clinics and workshops. While these are sound programs, potential to expand into more creative programming opportunities exist, such as: • Additional golf leagues such as: o Junior golf leagues o Church golf leagues o Professional women leagues o Driving range leagues • Co-ed single night out events • Golf, wine and dine events • Player events set up around the major professional (PGA or USGA) tournament weekends • College Football and NFL game golf outings —this would require a much more robust connection with the food and beverage operation of the golf course • Holidays golf outings focusing on family golf o Mother/Father's Day golf programs for youth and parents • Family Play nights • Additional effort needs to occur to grow corporate outings in the 24-48 player group, 48-80 player group, and the 80-120 player group It was noted in the Strategic Plan that some of these events are occurring, but in an inconsistent offering across the system. Stronger efforts to capture the different types of customers at each course should be used to grow the amount of usage through targeted marketing efforts. 2001 2002 2003 2004 zoos zoos 2007 zoos As a service Golf provides a "private I Final Year good" in a public setting. It should be the—HFxpenses �—Revenues goal of the golf operations within Figure 2- Strategic Plan Golf Course Analysis, Oakland County Parks and Recreation to Revenues and Expenditures capture all operating costs. As illustrated in the Strategic Master Plan, overall cost recovery associated with the golf courses was calculated at 78.42%; this is well below the desired performance of 100% cost recovery desired by the Commission. The overall trend for all County golf facilities shows that operating expenses generally exceed revenues generated; one exception is fiscal year 2002 where revenues generated outpaced the incurred 3 pros_� f conwlfi. lti ley h Oakland County Parks and Recreation Commission COUNTYFMKS- expenditures. Depreciation expense began in fiscal year 2002 and is a part of operating deficit. An alarming trend illustrated in the Strategic Master Plan analysis is the extent with which Lyon Oaks Golf Course $2,498,000 $1,998,000 $1,498,000 $99B4O00 $498,ODD -$2,000 2001 2002 2003 2004 2005 2006 2007 2008 Fls l Year —�—Expenses —�—Revenues expenditures have exceeded Figure 3 - Strategic Plan Golf Course Analysis, revenues in a Lyon Oaks Financial Performance greater proportion during the later years of the analysis. The discrepancy became apparent in 2005 as revenues began to decline slightly while operating expenses began to simultaneously increase (Figure 2). The operating expenses for Lyon Oaks Golf Course have consistently surpassed the revenues generated during each year of the analysis. Lyon Oaks revenue began in 2002 when the golf course opened. The amount of revenues generated in fiscal year 2002 — the first of operations — were closer to paralleling expenditures than in any other year, however, the gap between the two continued to grow during the subsequent years. Lyon Oaks revenues peaked in 2004 at $1.36 million, followed by a general decline in the remaining years. Expenditures, however, have continued to increase with the exception of a small dip in fiscal year 2006. By the 2008- fiscal year end, direct operating expenses at the Lyon Oaks Golf Course exceeded revenues by approximately $656,042 (Figure 3). Direct expenditures plus Administrative Costs exceeded revenues by $1,214,519 for fiscal year 2008. . The Strategic Plan findings indicate some disconnect between the levels of service and the user fees and charges. The golf courses are not recovering costs; Lyon Oaks has operated in a deficit for the entirety of the operational existence. User fees and expenditures should be adjusted to recover 100% of the direct costs as a measurable outcome for staff to work toward in the future. Lyon Oaks Golf Course is .a par-72 championship golf course that was designed to accommodate all players of various skill levels on the same course. The course layout and design, a total of 18-holes and a driving range is spread over 230 acres, delivers a unique experience for the user. Throughout the course, the strategic placement of tee boxes, fairways, and greens within the greater context of forested areas and wetlands truly sets this course apart from the great majority of public facilities. The natural beauty of this course is enhanced with the uniqueness of the interpretive signage located along the course. 4 i Although original plans for the course did intend to have an additional nine holes developed on the northwestern portion of the property, expansion does not seem feasible until more balance can be applied to the course operations. Fiscal year 2008 (FY 2008) expenditures outpaced course revenues by a ratio of nearly 2:1 (50% cost recovery); total course direct expenditures were reported at $1,893,776 while total course revenues came in at $1,237,734. The estimated Administrative Overhead is $558,477. Actual revenue and expenditure detail as it applies to FY 2008 is shown in Figure 4. Lyon Oaks Golf Business Plan Revenues Commission Food Services $ 123,063 Fees Driving Range $ 66,751 Greens Fees $ 953,025 Miscellaneous $ 105 Rental Equipment $ 3,035 Sales Pro Shop $ 86,936 Cash Overages $ 895 Gain (Loss) on Sale of Equipment (FA) $ 3,924 Total Actual Revenues; 2008 $ 1,237,734 Expenditures Salaries $ 572,515 Fringe Benefits $ 202,287 Contractual Services $ 433,710 Commodities $ 91,469 Depreciation $ 547,617 Internal Services $ 46,178 Administrative Overhead $ 558,477 Total Actual Expenditures; 2008 $ 2,452,253 Revenues Over (UNDER) Expenditures $ (1,214,519) Cost Recovery Less Depreciation and Internal Services 91.9% Cost Recovery with Depreciation and Internal Services 50.5% Figure 4 - Operational Performance; 2008 Actual The Business Plan was developed for Lyon Oaks Golf Course to guide operational decisions for the Oakland County Parks and Recreation Commission; the Business Plan development entailed three main tasks, including: a Marketing and Demographic Analysis — Size of the golf market was estimated for Oakland County; market data includes community specific age distribution, population density, households, race and ethnicity composition, and market area income characteristics; golf industry specific research was also conducted • Operational Assessment - Key data and information was identified and collected to facilitate dissemination and assimilation of course operations Financial Analysis — Information and findings from the Operational Assessment as well as findings from the Strategic Master Plan was assimilated to produce operational standards, program alternatives, management strategies, and a pricing strategy and financial plan Recommendations for Lyon Oaks Golf Course are presented on a tiered approach — immediate changes which will require action by Oakland County management to modify operations within one-year period, and long term changes which will require operational transformation over a five-year period. Major recommendations and performance 5 E consul tlrr !MKLANDOakland County Parks and Recreation Commission COUN_ ; _ =-- measures are presented below and on the following pages. Detailed recommendations are presented in Section 5 of this report. • Immediate (Short -Term) Changes(1-3 years) o Staffing ■ Reduce Pro shop Staff to four (4) FTE; FTE figure includes the supervisor ■ Reduce maintenance staff to seven (7) FTE o Course Program ■ Increase efforts to attract more golf outings between 24 to 48 players and full outings of over 100 players by actively marketing the golf course via off season marketing efforts to corporations, churches, neighborhood associations, high school and college reunions and general businesses ■ Allow the opportunity to increase leagues to twenty (20) leagues on both nines Monday through Friday ■ Develop golf driving range leagues and memberships ■ Improve and cover a portion of the driving range with heated overhang areas to increase usage in shoulder seasons ■ Reduce free play from trade for service volunteers to 2% of the total golf rounds played and allow comp play to only occur on Monday through Thursday o Course Operations ■ Use and/or implement a new point of sale system to track user orgin, spending frequency and level of play ■ Develop a frequency play card and program ■ Make pricing changes for course play as outlined in Section 4 ■ Eliminate the operations component of the nature center/day park or contract out the program management to a part-time naturalist o Hospitality Operations ■ Hold Oak Management accountable to the terms of the contract and don't pay for items not outlined in the contract • Long -Term Changes (4-6 years) o Course Operations ■ Establish a long term maintenance endowment to cover long term capital improvement needs of the golf course and clubhouse 0 Lyon Oaks Golf Business Plan o Hospitality Operations ■ Define more clearly the County's role and responsibility in the concession and hospitality operations as it applies to snow removal, landscaping, utilities, sewer maintenance service, and, furniture and fixture care. • Recommended Performance Measures o Total golf course expenses reduced by $600,000 by the end of 2009 and $900,000 by the end of five years through effective golf course management practices o Increase revenues in the proshop by 25% in year one o Increase golf course revenues by 20% in 2009, an additional 15% in 2010, and another 10%, in 2011 through effective pricing changes, greater promotional efforts, and more targeted golf programs to bring in more players o Increase capacity of use of the golf course to 70% or greater by the end of 2010 o Increase capacity of the use of the hospitality center to 50% by 2012 o Track customer satisfaction levels for golf course at 90% or greater for the golf course, Pro shop, food service, and hospitality center operations The following Golf Course Business Plan presents findings and recommendations for golf operations which are written to allow for replication, allow management to be proactive, and focus on quality assurance. 7prosct` consul tiny GAMANDOakland County Parks and Recreation Commission COUNTY WKS CHAPTER TWO -MARKET ANALYSIS The golf market in Oakland County was analyzed to ultimately determine the extent of market capture by Lyon Oaks Golf Course. The market analysis centers on the community specific age distribution, population density, and income characteristics — three determining factors of participation. In addition to the participatory market, PROS also studied the market composition — private and daily fee/public courses — of potential competitors. Research of these potential (direct) competitors determined the existing level of services, fees charged, and estimated market share of other courses in the community and surrounding area to understand the market and demographic being served. This data is based on a single point in time and is subject to the ramifications of a free market where positioning can result in managerial and operational shifts. The golf market is analyzed using two distinct methods — from a need/unmet need standpoint based on participatory trends, based on survey responses as reported in the 2008 Superstudy of Sports Participation, and an affective demand perspective which analyzes the market based on actual usage and reported by Pellucid Corp.'s 2007 State of the Industry Report. This dual approach allows for the analysis to parallel the Strategic Plan and the prioritized needs expressed from a comprehensive parks and recreation approach while simultaneously depicting industry performance as gauged and reported on by those in the more singularly focused golf course operations. The golf industry analysis is supported by research conducted by Pellucid Corp., a renowned golf industry research consultancy group. 2.1 OAKLAND COUNTY DEMOGRAPHIC SUMMARY Oakland County has Qu r" Population UNA. experienced relatively flat growth since the 2000 pw� Census was reported. Current year population is f c_acaa estimated at 1,236,593 persons; this growth represents an annual rate+�Lm� of increase 0.42 percent from the reported 2000 Figure 5 - Quarterly Population Figures; January 2007 through October 2008 Population of 1,194,156. (source: ESRI) This flat growth is graphically depicted in Figure 5 which illustrates the last eight quarters of County population reporting. The five-year projection for the population in Oakland County is 1,254,680. This projected change represents a 0.29 percent annual increase from 2008 to 2013. In general terms, the golfer is defined as a white male of middle - age with a reported household income of greater than $75,000. In these general terms, Oakland County's demographics are complimentary when evaluated with the golfer. Lyon Oaks Golf Business Plan Population by Ape t- t< 12 Cf° zo3s N 8 2Di3 rM 2 20-2= 2635 - 5EvdE:- When analyzing the population in regards to various age segments, Oakland County has a favorable composition in respect to the golf participant (Figure 6). In contradiction with many other recreational activities, the golfing community relies on the middle-aged demographic for the bulk of participation. The County's age segments are projected to increase over the next five years (2008 to 2013) in the segments of persons aged 45-54, 55- 64, and 65-74 years of age. In terms of racial and ethnic origin, the Oakland County populace is predominantly composed of persons of the white race (79.5% of total population); the second largest racial grouping is of persons classified as black (10.9% of total population). Of this total population, roughly three percent are of Hispanic or Latino origin (Figure 7). As with the age segmentation, the racial makeup of the County favors the golf market — the overwhelming majority of all golfers are classified as white. Current median household income is $77,971 in the County, compared to $53,154 for all U.S. households. County households therefore earn on average 46.7% more than the average U.S. household. The median household income is projected to grow to $88,753 in five years (2013). Since the reported 2000 Census, when median household income was $61,991, and the 1990 Census, when median household income was Figure 6 - Population by Age Segment (Source: ESRI) 100% 60 % 60% 40% 20 % 0% 2008 Population by Race 79.5% 10.9% 6.2 ■ 0.3% n 1.DYo 2.1% White Black Am. Ind. Astan/Pac. Other Two+ Figure 7 - Racial/Ethnic Composition (Source: ESRI) 2008 Households by Income $15-25K 6.0 % 1pK, $25-35K 6.9 % $35-50K 9.7% $43,407 for the County, the County's median Figure 8- 2008 Average Household Income by Category (Source: household income has grown at an annual pace of ESRI) 4.4%. Household income growth detail by major reporting period is: 0 1990 to 2000 — 42.8% growth; annual rate of increase of 4.3% 9 prosb consulting GAKLANDOakland County Parks and Recreation Commission COUYWKS _ -_ • 2000 to 2008 — 25.8% growth; annual rate of increase of 3.2% • Projected 2008 to 2013 —13.8% growth; annual rate of increase of 2.8% When comparing to the national scene, the household income has kept pace with the U.S. trends more so than any other demographic variable (Figure 9). Trends 2008 2013 CL F1 J z. ®rs_a e.s ?oFu etl. HousehoiC : F> r tea Crdner HHs tdeaar nmme Figure 9 - County Demographic Trends as Compared to the U.S. (Source: ESRI) The golf industry experienced a peculiar set of circumstances during the last decade — although the participation base remained relatively steady with 25- to 30-million golfers annually, a development boom lead to hundreds of new courses flooding the scene. As could be expected, a dramatic increase in capacities combined with steady (not increasing) demand resulted in an abundance of golf courses operating at less than optimal conditions. However, the industry has begun to realign itself the past few years through course contraction and controlled development. As with many recreational sporting activities, participation has slowed in golf. Although golf participation has peaked in regards to new participants, it is one of just seven (out of fifteen analyzed) sport activities which has experienced a short term (one year) growth. To put golf participation in perspective, only basketball outranks golf in terms of a participation base. Based on responses received through national surveys and reported in the 2008 Superstudy of Sports Participation, golf has 8.1 million more participants than tennis, 11.2 million more participants than outdoor soccer, 12.5 million more participants than'slow-pitch softball, and 17.4 million more participants than baseball. The Superstudy of Sports Participation reports participation as one participant/participation unit during a 12-month period (January through December); this could be one round of golf, one game of basketball, one match of tennis, etc. The realignment in the golf industry has placed new meaning on the value of experience received. Effectively marketing and programming course assets and amenities to the target market are as important as ever. The trends presented on the following pages of this report will provide insight into the industry and individual participant. 10 Lyon Oaks Golf Business Plan 2.2.1 GOLF INDUSTRY TRENDS; AS REPORTED IN THE 2007 STATE OF THE INDUSTRY REPORT (PELLUCID CORP.) The 2007 State of the Industry Report, conducted by Pellucid Corp., was utilized for industry trends; this research data presented in the following subsections — industry overview, snapshot, supply, composition, participation analysis, frequency, number of rounds, and potential growth areas — are challenges and opportunities identified by Pellucid Corp.'s extensive survey of industry personnel. Six resounding themes are identified by Pellucid; they are: • Overall recreational activity in the U.S. is declining — including traditional sports and golf participation • Golfs share of total recreational activity opportunities is also declining • The aging of the Baby Boomer generation will be a double-edged sword providing annual rounds growth of between 1.5% and 2.0% over the next decade; however, the increasing level of golf played at senior rates could become a burden on golf course profitability • Junior Golf initiatives appear to be working in cultivating youth participation • As with many recreational and sport activities, the golf industry continues to struggle with female participation • Not unlike many other recreational and sport activities, the golf industry has _ identified what appears to be a problem in the 25 — 44 age segment (GenX) regarding reduced participation and early indications that golf frequency is not increasing as they reach the age of 40 2.2.2 INDUSTRY OVERVIEW • Rounds demand is stagnant; not increasing, but not decreasing • Weather was a national non -factor in 2007 • Supply is hovering near annual "net zero"; course openings and course closings are near identical; however, the composition of the supply is changing • The impact of generations, gender & recreation on the golfer base o Economics: course affordability, U.S. economy, and course operating costs all impact the sustainability of a given course o Marketing fluctuations: participation base is solid, but new -career population segment's participation is waning and the golfer in general is playing less frequent o Time has become the new "commodity" for the American consumer; the ability to participate in a time efficient and effective manner has become essential when participating in entertainment, leisure, and recreational activities 11 PrOS�',,F Coi" sus ti pg 4 cl _ Oakland County Parks and Recreation Commission COUNTYPMRS 2.2.3 2007 INDUSTRY SNAPSHOT • Rounds for 2007 were relatively flat when compared to previous years totals; as can be expected, summer months on average provide for better weather conditions and longer days (more sunlight) which equal more opportunities for play • Although rounds played have been increasing since 2003, growth is relatively flat (about a 1% annual increase) 2.2.4 INDUSTRY SUPPLY • Openings and closings for 18-Hole Equivalent courses (EHE) in 2007 balanced out (0.1% reduction in supply) • 2006 and 2007 were the first years in history (barring any catastrophic event) that the industry had a net reduction in supply o 2006 —120 courses opened; 146 closed nationally o 2007 —113 courses opened; 122 closed nationally • Openings since 2001 have slowed by nearly half while remaining steady • Closings since 2001 have more than doubled; however, the industry has experienced a one-year decline (2006 to 2007) in course closings • Recent trend of net reduction in supply has allowed the industry to begin realigning itself 2.2.5 COURSE COMPOSITION IS CHANGING — COMPETITION INCREASING • Pellucid segments courses into Private, three classes of Public based on price, and Learning and Practice (executive length and par 3); general course definitions are: o Private Club — membership required; dues and/or assessments are common o Public Premium — public courses with higher price points; typically exhibit many of the same amenities that private clubs have but on a lesser quality scale o Public Value — mid priced public courses o Public Price — lower priced public courses; typically operate based on volume of rounds • Many courses are experiencing a trickle down affect in demand and pricing • Number of private course/holes are increasing, but share of the market is down • Private clubs are losing members and rounds to the Public Premium segment • Public Premium courses are lowering rates and causing the Public Value price ranges to shrink • The Public Value segment appears to be getting squeezed from above by Public Premium discounting and below as Public Price courses capture more rounds 12 8 u Lyon Oaks Golf Business Plan • Some Public Price courses are exhibiting pricing power and moving into the Public Value segment • Since 1990, private course percentage of holes have decreased, but total holes have increased — more courses opened to a smaller member base • Public premium course percentage of holes have nearly doubled as well as the percent of the market take 2.2.6 THE GOLFER — WHO IS IT? • Many segments of the population have remained steady participants in golf over the 16-year study period o Juniors (7-17 years of age) o Mid -Career (35-54 years of age) o Late -Career (55-64 years of age) • Two segments have experienced a decline o Early -Career (18-34 years of age) o Senior (65+) 1 2.2.7 PARTICIPANT BY AGE SEGMENT • Trends confirm that an estimated 75% of all golf in the U.S. is currently played by golfers over the age of 43 • It is projected that by 2010, 50% of all golf will be played by persons aged 55 years and above 2.2.8 GOLF AND RECREATION • Golf peaked in both participants and share of recreation around the turn of the century with just under 30 million golfers o This equates to a roughly 12% share of total recreation o If industry participation had retained a steady "share -of -recreation" at the 2000 level of 11.6% participation, roughly 3 million more golfers would be participating today • Golf's decline in share -of -recreation is primarily concentrated among the Gen X/Y crowd — the same demographic which not only traditional recreation providers and programmers have difficulty serving, but a demographic which is constantly creating a headache for corporate America 2.2.9 CURRENT PARTICIPATION BASE • After healthy growth in late 1990s, consumer base is roughly 26-27 million golfers after nearly hitting 30 million golfers between 1999 and 2003 13 '10ry,. �� Oakland County Parks and Recreation Commission COUNTYWIM • The industry's "old reliable" participation base of a predominantly white populace is changing to an increasingly diverse U.S. population • Future population diversification has the potential to retard both golfer and rounds growth if past trends continue and the industry fails to properly adjust marketing efforts • Fast-growing Hispanic segment dramatically under -consumes golf • However, current trends project lack of Hispanic user base will be somewhat offset by significant gains in the Asian participation base 2.2.10 FREQUENCY • Frequency of play continues to decline • 2006 frequency declined from 23.4 rounds per year per golfer in 2005 to 21.5 rounds per golfer per year 2.2.11 NUMBER OF ROUNDS PLAYED • Committed golfers — although a relatively small portion of the golf market (20%) — have remained constant o Committed golfers are comprised of individuals which play 40+ rounds per year o There were an estimated 5.2 million committed golfers in 2006 • Decreased rounds per year can be attributed in part to the reduction in the number of dedicated golfers • Trends show golfers that were playing in the 20-39 rounds per year are reducing their frequency and becoming casual participants • Potential to grow the market from a relatively strong entry level user group is increasing — trends show a big increase in the number of once a year golfers 2.2.12 POTENTIAL GROWTH AREAS • Training centers and learning facilities have increased the opportunities for Junior initiatives, expanding the market, and creating a lifetime user • Growth was seen in the female demographic o Historically 20-25% of the golf , base; however, the female demographic represents 51% of the total population o 2006 recorded 6.3 million golfers compared to 6.0 million in 2005 • Participants are moving upscale — the average participation rate occurred among persons reporting an average household income of $50-$74.9K o Since 2000, households reporting incomes of $75K and above were up 16 percent 14 Lyon Oaks Golf Business Plan o Households reporting incomes of less than $50K were down 15 percent 2.2.13 GOLF AS COMPARED TO OTHER RECREATIONAL ACTIVITIES — AS DEFINED BY PROS CONSULTING AND SUPPORTED BY DATA REPORTED IN THE 2008 SUPERSTUDY OF SPORTS PARTICIPATION (AMERICAN SPORTS DATA, INC.) Through PROS' extensive experience in projects ranging from singularly focused business planning efforts associated with golf courses, recreation and fitness centers, aquatic facilities, and more large scale comprehensive planning projects including strategic plans and master plans, two aspects which relate to the golf industry have become apparent; they are: • Lifetime participation activities experience different trends when analyzing age segment participation o Traditional "bat and ball" sports have mandated age limits for the most popular series o When age limits are extended or non-existent one or two results are normally experienced • A higher level of physical fitness is required (adult soccer, adult basketball leagues, etc.) which effectively reduce the participation base • The activity becomes direct competitors with the "Entertainment" sector and participation begins to decline due to the increased demand for time amongst the broader Entertainment and Leisure Industry, of which recreation belongs • Golf is a lifetime activity that requires unique assets which can allow for a user to grow and mature with the course Comparing golf trends to general recreational trends provides a comprehensive benchmark of recreation as a whole; this comparison illustrates participation characteristics which are commonly found in most park and recreation systems across the country. Data utilized for this comparison based on the survey findings as reported in the 2008 Superstudy of Sports Participation, conducted by American Sports Data Inc. The commonality facing the majority of recreational activities — from golf to soccer, baseball, and other recreation and sport activities — is that the American population is participating less in recreational activities across the board. Findings supporting this include: • Many traditional sports have experienced a loss of participant base in recent years • The biggest shift in recreational and sporting activities has been towards self directed activities o Self directed activities do not restrict schedules o Most self directed activities have few, or no, barriers to entry • Economic barriers (price of activity fee or necessary equipment) or social/personal barriers (age limits, level of physical fitness, etc.) consulting Oakland County Parks and Recreation Commission • Common recreational and sport activities are shown in Figure 10 for comparison purposes; all participatory data is derived from American Sports Data, Inc.'s 2008 Superstudy of Sports Participation o Participatory base as well as the 1-year, 4-year, and 7-year growth trends are shown o Activities with a 25% or greater reduction in participation is shown. in red o A reduction in participation of 25% or less is highlighted in yellow o An increase of greater than 10% is highlighted in green • Golf has the second highest participation base of all sporting activities as reported for activities conducted in 2007; participation for each of the activities is shown for individuals aged 6 and above which participated at least once per year o Basketball is the only activity with a larger participatory base than basketball o Eight of the fifteen activities reported a 1-year decrease in participation base (yellow and red highlighted cells) National Participatory Trends; by Sporting Activity 1987 (000's) 1998 (000's) 2000 (000's) 2003 (000's) 2006 (000's) 2007 (000's) Rank in Order of Participant Base one Year % Change, Participation ('06207) FourYear % Change, Participation ('03-'07) Seven Year % Change, Participation ('00-'07) Baseball 15,098 12,318 10,881 10,885 9,039 8,191 8 -9.4% -24.7% -24.7% Basketball 35,737 42,417 37,552 35,439 30,971 32,301 1 4.3% -8.9% -14.0% Ice Hockey 2,393 2,915 2,761 2,789 3,680 3,353 14 -8.9% ' Football, Touch 20,292 17,382 15,456 14,119 14,845 13,472 5 -9.2% -4.6% -22.8% Football, Tackle Golf n/a n/a n/a 29,961 5,673 30,365 5,751 27,314 6,246 24,755 6,759 25,617 10 2 8.2% 3.5% -6.2% -15.6% Gymnastics Lacrosse n/a n/a 6,224 926 6,689 751 5,189 1,132 6,708 1,439 4,983 1,710 12 15 -4.0% Soccer, Outdoor n/a n/a n/a 16,133 14,962 14,396 4Z -10.8% n/a Softball, Fast Pitch n/a 3,702 3,795 3,487 3,396 3,974 13Softball, Slow Pitch Court n/a n/a 19,407 n/a 17,585 n/a 14,410 11,008 12,220 11,497 13,150 8,706 6Volleyball, 7 -20.9% n/a Volleyball, Sand/Beach n/a 10,572 8,762 7,454 8,056 7,699 9 3.3% -12.1% Racquetball 10,395 5,853 5,155 4,875 5,109 5,705 111'.Tennis 21,147 16,937 16,598 17,325 18,737 17,561 3 1.4% 5.8% Source: American sports Vata, Inc.; ZOu85uperstudy olbports Participation Figure 10- Participatory Trends; as reported by the American Sports Data, Inc.'s 2008 Superstudy of Sports Participation 16 Lyon Oaks Golf Business Plan 2.2.14 THE OAKLAND COUNTY GOLF MARKET — BASED ON GOLF INDUSTRY FINDINGS (DATA AS REPORTED BY PELLUCID CORP.'S 2007 STATE OF THE INDUSTRY) Market analysis from the perspective of the golf industry, affective — or actual — demand as measured by rounds played is based on research provided by Pellucid Corp., a golf industry research firm. According to Pellucid, the major factor in determining the golfing market — participation, frequency, and spending habits — is household income. Coupled with the local course supply, golfing tendencies are then analyzed. Key demographic aspects of the County's golf market as defined by the golf industry are: • The 5-year projected annual population growth is calculated at +0.2%; this metric is unfavorable in terms of potential draw for golf • Median household income for 2007 is estimated at approximately $76K (Figure 12); the Index of 147 versus the average U.S. is favorable (index of 100 equals like equilibrium) • Growth rate of household income is also favorable • Median age for 2007 is 40 years; Index of 108 versus the average U.S. is favorable • No significant racial diversity change is expected; estimated 79% white populace; this is favorable based on user demographics • Population Density of 1,347 persons per square mile is a neutral metric; neither favorable or unfavorable a -1F � ♦ i �" IN 1K Azivatc Public Public Aeblia 1--ing& Fut= 1'r2fahlw "'give Net Praolice Facility (S55?) fs3s-.S53j (<53n) Figure 11- Oakland County Golf Course Supply by Course Type (Source: Pellucid Corp.)4 'consulti t.e KOakland County Parks and Recreation Commission COUNTYPOKS Figure 12 — Oakland County Average Household Income by Zip Code LEGEND - Dark Green: >$78K; Moderate Green: $SSK-$78K; Intermediate Green: $38K-$54.9K; Light & Pale Green: <$37.9K (Source: Pellucid Corp.) Analyzing one step down at the golfer.base level provides the following insight into the local golf market: • Participation rate: 14% is favorable; the U.S. average is 9% • Frequency rate: 22 rounds/golfer/year is neutral; U.S. average is 21 rounds/golfer/year • Play rate: 3.0 rounds/capita/year is favorable; this is nearly double the U.S. average of 1.9 rounds/capita/year • Public Golfers per 18 hole equivalent (EHE): 2,729 total golfers per EHE course is favorable; the public golfers per EHE Index is 109 The County's supply of courses is depicted by course type (private, public premium, public value, etc.) in Figure 11. The current supply mix is considered to be "top heavy" to value- added golf in the County. The private course/public course balance is skewed in the County when compared to the national averages: • National balance — 23% private course; 77% public course composition • Oakland County balance — 33% private course; 67%.public course composition Based on Pellucid's findings, value-added golf (both private and public premium courses) is dramatically over represented in the County — value-added equates to 58% of total supply as compared to the national average of 45%. This supply consists relatively equally of both private and public premium courses. Within the public, regulation length course segments, the County has been developed with an "experience" versus "price" bias, with 25% of total 18 Lyon Oaks Golf Business Plan supply being Public -Premium compared to only 11% Public -Price. Learning & Practice facilities are proportionately represented at 4% of supply versus the 6% of US supply. Overlaying the same market area — supply of courses by type within Oakland County — and analyzing the median household income by geographic region provides a graphical depiction of the household distribution which is most favorable to golf participation (Figure 12). The zip codes highlighted in dark green are those which according to golfer demographic characteristics are most likely to participate. 2.2.15 GOLF SUPPLY According to Pellucid, the mix of new supply in the County has been primarily driven by the Public -Premium sector. This sector contributed 279 of the 513 holes of new supply from 1990-2006; annual growth rates averaged 14% from 1990-2000, while 2000-2006 experienced a 2% annual growth rate. This is consistent with but amplified relative to the national trend which overbuilt the value-added sector and is now struggling due to its limited consumer base constrained by affordability. Pellucid Supply History Summary Comparison Report 1980 1990 CAGR 2000 CAGR 2006 CAGR Holes Holes Holes Holes P"*-te 378 396 0.5% 4?7 1.9s.- 47, 0,0% pubic Prernium 72 90 23ia 333 14.0s 369 - 2.14i Nlhk 4.1ue 243 288 117% 397 37 405 EiMi Nbk Price 135 135 0101a 2 s Ls 162 omi ieamino S pact:' 45 45 O.oz 54 '7 54 0.0-A otal 873 959 0.9*Al 1,413 4.0 '. 1.4671 0.8 Pop %Chn CAGR 0,544 Ann Supp. Absorp7lkjtdprr -3.0' -0.34i Cum. Sup.. Abs.,p%Oitaeion -sD3°._ -3±.84 R.pc2 reo:riring summarizatlor. use only the lamest Ra -or •J.�:reTime an -el earl; cents palntto El- . emu. current yeardata is far tha year tow, 5 year p Aacted deco R for Ehe year 2oi3. Kor Aa at oTr oats Denra raPhL data £) 2 v7 by EXpeeiarJA.^;36ad Geo¢raphP' uo+ ht. Gy:'.,uo etien erii rmq'eM Data t{tareed from MU0hal5Pa)l4y GCJda Ase taitLA [NSGA) Gar raaftty Data rdtensid fMrn %Ueral Golfr4u"atitn (IMn A8 anaht[ca (Fat:iity rou,da aaumataa, ptrta ugmanta, oppomrfty rrands wt Isuona.t ) as p oosay of M.1d carp. Research conducted by Pellucid Figure 13—Course Composition Supply and Growth discovered that historically, healthy (Source: Pellucid Corp.) local golf economies consist of supply growth that is in line or below population growth as a general rule. Figure 13 quantifies the supply growth rate and the absorption (supply growing slower than population produces a positive number) or dilution (supply growing faster than population, produces a negative number) rate for the County. The highlight observations on historical supply build for this area are: • From 1990 to 2000, supply grew by 48%; or roughly 4.0% annually • During the same period, annual population growth was 1.0%; this creates a supply excess for the decade of -30% • Consistent with the national trend (and amplified), that supply growth was driven by value-added public golf (Public -Premium growing 14% annually, Public -Value at 3% annually); this potentially created an imbalance in the mix of golf along the price spectrum with an abundance of premium golf chasing a limited number of golfers (unless dramatic income expansion occurs) • Since 2000, supply growth has leveled to <1% annually (still driven by more public access, value-added supply) but population growth has also slowed • As a result, at the end of 2006 the area remains in a roughly 30% oversupply situation which is not being absorbed 19 r pros-�, E; GoI" sus t% l Q` �t� `_ • Oakland County Parks and Recreation Commission MUNTYPAW o If current supply growth and population trends continue, there is no projection for the area to return to the 1990 benchmark of supply/demand equilibrium o This means that some combination of a reduction in rounds or price of 30% relative to 1990 benchmark year will occur in the marketplace to create a new equilibrium and surviving operators will have to find a way to live at that gross revenue support until supply absorption returns 2.2.16 ROUNDS DEMAND Rounds demand, velocity (facility -reported average annual rounds per 18-hole equivalent) and average greens fee revenue estimates for the County golf market depicts the following variances versus national benchmarks; benchmark data is based on Pellucid's extensive database of golf courses: • Rounds demand reported by facilities is 2.8 million; this compares to the consumer - based, local golfer estimates of 3.7 million rounds played; this translates to facilities reporting 76% of the consumer rounds estimate • Facility velocity — average annual rounds per_18-hole equivalent (EHE) — shows an average of 34,000 rounds for all facility types with an abnormal velocity curve among public facilities; Public -Value is reporting higher velocity than Public -Price • After adjusting for season -length and 10-year average weather (Golf Playable Hours), facilities located within the County are recording a Utilization Rate of 58% overall; Public -Value reports the highest Utilization Rate of 76% • Analyzing greens fee revenue generation results across public facilities, the Public - Premium segment appears to be winning at the gross revenue level with an estimated $1.6 million annual average compared to Public -Value facilities which are estimated at $1.5 million 2.2.17 GOLF AFFORDABILITY Average golf affordability for County courses (private, public, etc.) shows that, relative to the U.S. benchmark, golf is at the national average for affordability in the County: • Average annual investment in golf play at average frequency and median rates consumes 2.7% of Average Household Discretionary Income; this equates to a 96 Affordability Index (higher number means more affordable) Pic Lyon Oaks Golf Business Plan 2.2.18 MARKET RESEARCH DETAIL Of the total courses analyzed by Pellucid for the market data (a total of 81 courses were identified), 21 total courses fall into the same category — Public Premium — as Lyon Oaks Golf Course. These comparable courses are depcited in Figure 14. Complete market data utilized for Pellucid's golf industry research and analysis is presented in the Appendix. Facility Name State Street City Zip Code Pellucid Category Type Weekend GF Facility Holes Shepherd's Hollow Golf Club MI 9085 Big Lake Rd Clarkston 48346-1015 Public Premium $ 85.00 27 Os G. Corlrse Lyonak Fieldstone Golf Club of Auburn Hill ;,ill MI 5225 Pon lac ? 1984 Taylor Rd w Wiimm Auburn Hills 8393 7937 48326-1740 public PrenilTirn Public Premium i 72 DD $ 68.00 - 1 Twin Lakes Golf Club MI 455 Twin Lakes Or Oakland 4B363-2442 Public Premium $ 68.00 2 Copper Hills Golf and Country Club MI 2125 Lakeville Rd Oxford 48370-2422 Public Premium $ 65.00 27 Pine Trace Golf Club . MI 3600 Pine Trace Blvd Rochester 48309-3978 Public Premium $ 65.00 18 Sanctuary Lake MI 1450 E South Blvd Troy 48085-1054 Public Premium $ 65.00 18 Sylvan Glen Golf Course MI 5725 Rochester Rd Troy 48085-3354 Public Premium $ 65.00 18 Boulder Pointe Golf Club and Conference MI 1 Champions Cir Oxford 48371-3650 Public Premium $ 60.00 27 Coyote Golf Club MI 28700 Milford Rd New Hudson 48165-9348 Public Premium $ 60.00 18 Pine Knob Golf Club MI 5580 Weldon Rd Clarkston 48348-4820 Public Premium $ 60.00 27 Tanglewood Golf Club MI 53503 10 Mile Rd South Lyon 48178-9725 Public Premium $ 60.00 27 Mystic Creek Golf Club MI 1 Champion Cir Milford 48380-3673 Public Premium $ 59.00 27 Shenandoah Country Club MI 5600 Walnut Lake Rd West Bloomfiel 48323-2370 Public Premium $ 59.00 18 Beacon Hill Golf Club MI 6011 Majestic Oaks Or Commerce Towns 48382-1193 Public Premium $ 55.00 1 Links of Novi MI 50395 W 10 Mile Rd Novi 48374-2620 Public Premium $ 55.00 27 Stonycroft Hills Golf Club MI 1960 Slonycroft Ln Bloomfield Hit 48304-2338 Public Premium Figure 14- Golf Courses Located Within the County Comparable to Lyon Oaks Golf Course; by Magnitude of Green Fee (Source: Pellucid Corp.) 2.2.19 THE OAKLAND COUNTY GOLF MARKET — BASED ON RECREATIONAL NEED (BASED ON DATA AS REPORTED BY THE AMERICAN SPORTS DATA AND PROFESSIONAL EXPERIENCE OF PROS CONSULTING) PROS views golf courses as a park and recreation asset — the underlying component, the actual open space. Based on this concept, PROS analyzes the golf market utilizing the accepted practice associated with master planning and strategic planning efforts, what is the need associated with this activity as compared to the greater park and recreational sector. Depending on the market, it could be expected that a golfer will travel anywhere from 10- to 20-minutes for a typical round of golf. Value received for a round of golf can also an element of course draw, as quality increases so too does the market draw. PROS analyzed the population of the County on drive times of 10-, 15-, 20-, and 30-minute drive times; Lyon Oaks Golf Course was utilized as the point of origin. Utilizing the 2008 Superstudy of Sports Participation to analyze the demand for golf form a recreational need component, the following golf market was derived and is bulleted below and on the following pages. The drive time markets are depicted in Figure 15. 21 —,' f pros;� t. ,. - consulting 4i.0 GRUAOakland County Parks and Recreation Commission COUNTYFAM Lyon Park Wolf Course Analysis oakl.WW County Parks and Recreation Commission 011VO! Tiine,Wpa -16,,15, 20 and 30 Miautas r� Stratagle Masieri-'tnn > 0911COmme Buslnara Plan Yh ouxe4ab 4- y� r Tr ,,��� a-1 __ 1_skanlRneAvai`�`�eneadm5 [vw'l brae ae��i4 _ - 4210 t PL O ems.. prt?S '1arG'�1Gue — ,rR+tlYhn, �o tt�ivs �. Figure 15 - Lyon Oaks Golf Course, by Drive Time Markets (10-, 15-, 20-, and 30-Minutes) In terms of actual golfers , the majority of persons utilize public courses; percent of golfers which utilize public courses is estimated between 75-90% by some publications and 90-92% by the National Golf Foundation. However, it should be noted that regardless of drive time market, the majority of golf rounds are played by persons defined as "committed golfers"; these individuals are depicted in the chart presented as participating 25+ days/rounds per year. It should be expected that the majority of committed golfers are both loyal, defined as having a "home" course, and possibly members of private or semi -private courses. All of the market data presented is based on the entire market for the specified drive times which should be considered as the total market to be split amongst all courses and course types. Although a 30-minute drive time is shown in Figure 15, it is more likely that the loyal golfer will travel a distance of 30-minutes or less in this marker. Additional drive maps detailing 10-minute, 10- and 15-minute, and 10-, 15-, and 30-minute drive times are presented in Appendix A. • 10-Minute Drive Time Analysis o Total population (2008) — 41,616 22 Lyon Oaks Golf Business Plan o Percent of total persons estimated to participate at least once per year — 9.5% (American Sports Data, 2008 Superstudy of Sports Participation) o Estimated golf market, total participants — 3,954 total estimated participants; this is the total golf market of which all area courses are expected to draw from o Participants by days of participation — total participatory days/rounds is estimated at 82,340 rounds 10-Minute Drive Market Part, Rate by Days of Part. Total Market by Days of Part. Average Total Participatory Days* Average Days Participated; 1 to 3 26.5% 1,048 2,095 Average Days Participated; 4 to 6 20.7% 818 4,092 Average Days Participated; 7 to 11 13.5% 534 4,804 Average Days Participated; 12 to 24 15.4% 609 10,959 Average Days Participated; 25+ Days*1 23.5% 929 1 60,390 Average days of participation was calculated at tits **All participatory data is based on American Sports Data 2008 Superstudy of Sports Participat Figure 16 - Estimated Market and Rounds Play,10-Minute Drive Time; (Source: American Sports Data/PROS) • 15-Minute Drive Time Analysis o Total population (2008)—137,014 o Percent of total persons estimated to participate at least once per year — 9.5% (American Sports Data, 2008 Superstudy of Sports Participation) o Estimated golf market, total participants — 13,016 total estimated participants o Participants by days of participation — total participatory rinvc/rnundc is pctimatpd at 271.091 rounds 15-Minute Drive Market Part. Rate by Days of Part. Total Market by Days of Part. Average Total Participatory Days* Average Days Participated; 1 to 3 26.5% 3,449 6,899 Average Days Participated; 4 to 6 20.7% 2,694 13,472 Average Days Participated; 7 to 11 13.5% 1,757 15,815 Average Days Participated; 12 to 24 15.4% 2,005 36,081 Average Days Participated; 25+ Days* 1 23.5%1 3,059 1 198,824 *Average days of participation was calculated at 68 **All participatory data is based on American Sports Data 2008 Superstudy of Sports Participat Figure 17 - Estimated Market and Rounds Played;15-Minute Drive Time; (Source: American Sports Data/PROS) 23 -;"``:, Oakland County Parks and Recreation Commission • 20-Minute Drive Time Analysis o Total population (2008) — 375,895 o Percent of total persons estimated to participate at least once per year — 9.5% (American Sports Data, 2008 Superstudy of Sports Participation) o Estimated golf market, total participants — 35,710 total estimated participants o Participants by days of participation — total participatory days/rounds is estimated at 743,733 rounds 20-Minute Drive Market Part. Rate by Days of Part. Total Market by Days of Part. Average Total Participatory Days* Average Days Participated; 1 to 3 26.5% 9,463 18,926 Average Days Participated; 4 to 6 20.7% 7,392 36,960 Average Days Participated; 7 to 11 13.5% 4,821 43,388 Average Days Participated; 12 to 24 15.4% 5,499 98,988 Average Days Participated; 25+ Days* 23.5%1 8,392 1 545,471 -Average days or participation was calculated at tits **All participatory data is based on American Sports Data 2008 Superstudy of Sports Participat Figure 18 - Estimated Market and Rounds Played; 20-Minute Drive Time; (Source: American Sports Data/PROS) • 30-Minute Drive Time Analysis o Total population (2008)—1,343,468 o Percent of total persons estimated to participate at least once per year — 9.5% (American Sports Data, 2008 Superstudy of Sports Participation) o Estimated golf market, total participants — 127,629 total estimated participants o Participants by days of participation — total participatory days/rounds is estimated at 2,658139 rounds 30-Minute Drive Market Part. Rate by Days of Part. Total Market by Days of Part. Average Total Participatory Days* Average Days Participated; 1 to 3 26.5% 33,822 67,644 Average Days Participated; 4 to 6 20.7% 26,419 132,096 Average Days Participated; 7 to it 13.5% 17,230 155,070 Average Days Participated; 12 to 24 15.4% 19,655 353,789 Average Days Participated; 25+ Days* 1 23.5%1 29,993 1 1,949,540 Average days of participation was calculated at 68 **All participatory data is based on American Sports Data 2008 Superstudy of Sports Participat Figure 19 - Estimated Market and Rounds Played; 30-Minute Drive Time; (Source: American Sports Data/PROS) 24 Lyon Oaks Golf Business Plan 2.3 MARKET CONCLUSION The golf market in Oakland County is alive and well. Whether gauging the extent of the market utilizing the golf industry standards — research and analysis provided by Pellucid - or from a recreational based standpoint which determines market based on need and unmet need — research and analysis conducted by PROS — the foremost issue is the ability of the course operators (both public and private) to provide a level of service that is comparable to the price point charged. As the Pellucid research indicates, the golf market in the County has a glut of higher end courses (both private and public premium golf courses). This excess supply leads to an alteration of the originally intended business plan's price point in regards to services, affectively reallocating the rounds played across the public premium courses. This leads to what is evident in the operations of the Lyon Oaks Golf Course —the attempt to capture an oversaturated portion of the market with soft prices, which lead to successive years of expenditure overruns. As is evident by the market of actual Lyon Oaks Golf Course participant (Figure 20) data, the majority of users are located to the southwest or northeast of the course. This point of origin is depicted with the dark gray shading, representing a higher density of users in one particular zip code. Based on the assumed market of users whom provided their zip codes, the same users who utilize Lyon Oaks Golf Course live in close proximity to ten (10) other courses. Three (3) of these courses were defined as competitors by management and staff based on proximity to Lyon Oaks Golf Course, one (1) course was defined as a competitor based on quality, and the remaining six (6) were deemed as non -competitors. However, with the downturn in the economy, it could be assumed that these "non -competitors" could quickly become direct competitors based on price point and perceived value received. 25 const/� uc; f OkKLANDOakland County Parks and Recreation Commission COUNTY Sys 3� Pnrrsrn[ _ . } Tr*. -���rx li�6rr a� � Tl�q. v- `4. a .. aa®;v 32iert.7sYi�h Ly�fi ' JL � .. ;�stk r►xFs.� 3 a 1 i � - .._` , Iarrissv this n. hryi r a J •} 3]_aTcr�rvrr_a „tin Hmtz a - - NCO €ialrf.duua t . dzJ,4 Non tumprllrzr € Or�mpah�r,ri rm ei artl earllon a, CompetiOrUmdunQuailly 04,ei Moo 134mifK,# is tg:tr0MI-I 20-12 PaTk Users by Z1pcoda .3Ec 5 Users 4011 or More USM hhi'�Sp 1 Figure 20 - Actual Market; Lyon Oaks Golf Course Participation, by Zip Code rim Lyon Oaks Golf Business Plan CHAPTEROPERATIONAL AND FINANCIAL ASSESSMENT PROS conducted an operational and financial review and assessment. This process provides a comprehensive understanding of all course operations and the underlying ramifications on a cost center basis. The cost center is the lowest denominator of operational efficiencies; cost centers are viable groupings of similar expenditures applied towards a singular focused service. Cost centers analyzed for the Lyon Oaks Business Plan are as follows: • Concessions/Vending/Hospitality o Food and Beverage o Pro Shop • Maintenance o Building/Structure, Other (Course, i.e. maintenance shop, cart barn, etc.) o Building/Structure, Pro Shop/Concession/Hospitality o Building/Structure, Restrooms (Course) o Carts o Course (includes ancillary objects such as cart paths, etc.) o Driving Range • Program o Cart Rental o Course Play (9- & 18-hole play; includes tournament and events) o Driving Range o Lyon Oaks Day Use Park Area/Nature Center Understanding the operational environment from a complete course perspective provides insight at the participant level. By understanding the market, the external factors, and the customer, the affective or captured market, course operations and programs can be fine - toned for optimal return on the investment A cost of service model was developed to incorporate and allocate direct and indirect costs to assist management and staff in understanding the current program offering and pricing of services. Revenue impacts, subsidy levels, and operational effectiveness were calculated by incorporating budgeted expenditures and actual participation for the various programs offered at the course. This dynamic model allows for continuous updates, efficient analysis, and informed decisions by management for future planning and budgeting analysis. 27 11'w consuffliUC ONKLANDOakland County Parks and Recreation Commission COUNTYP 3.1 OPERATIONAL ASSESSMENT BY COST The following is a summary of the Lyon Oaks Golf Course observations: • Pro Shop — the Lyon Oaks pro shop is the most extensive offering of merchandise of all County courses; pro shop design, merchandise, and ambiance is on equivalent to the overall experience expected as a golfer o Philosophy of the pro shop is to provide a country club atmosphere in a public facility and employees put customer service first o The point of sale system in place is not taken advantage of because it is too cumbersome and slow but will be replaced in 2010 o Pro shop sales are viewed more of as more of a convenience and not as a profit center; if adequately aligned with course accolades and reputation, it is PROS opinion that the pro shop could become a significant profit center o Staffing levels were high at 8.3 FTE versus best practices range of 4 FTE which includes the supervisor for an 18-hole high end golf course. The County has already reduced the FTE level at the pro shop to 4 FTE for the 2009 season • Food and Beverage — current offering of food and beverage is severely limited; the County must hold the Concessionaire to the terms of the contract and not pay for elements not listed in the contract which has occurred in the past • Program — traditional programming is in place at the course but limited; a very functional driving range and teaching area combined with the original intent of course design (playable for all skill levels) provide for multiple entry/beginner level programming opportunities; as the level of programming increases, it might be beneficial to shift some league play to another County course to allow for optimal revenue generation at this signature County course o The First tee program has had smaller than would be expected participation by the community at Lyon Oaks and needs more promotion o Some league play exists (12 leagues 185 players) but more could be established; or limited number of existing leagues play in advance of non-league golfers o Lyon Oaks holds 5 to 10 outings a year, but more should be pursued especially in late summer and autumn which is the peak time for golf outings 28 Lyon Oaks Golf Business Plan • Maintenance and Operations — due to the signature course recognition, it is imperative that the maintenance and play be aligned with the value of experience received at Lyon Oaks o Continue to have part-time staff oversees the management of the carts and most of the starters and marshals are paid by the Commission or are on trade for service agreements o There is no maintenance endowment for the golf course but there are dedicated funds for golf operations. A dedicated endowment should be created for future capital needs o Operational decisions are made on demand and per situation, but a yearly work plan should be created o The Commission has provided for an ample amount of capital/budget for equipment; lack of equipment is not an issue o County purchases golf carts versus leasing, but should always evaluate what is best for the golf course. Carts should be turned over every three years o Courses offer a golf friendly environment for players o The percentage of men to women is 90-95% male/ 5-10% female, but greater efforts to attract women is needed o There is no marketing research in place for tracking who the golfer is, origin, and frequency of play o Currently, corporate outings are generated based on who calls the golf course; it appears that staff does not have to aggressively pursue corporations to utilize the course for their outing o Maintenance staffing composition should be seven full-time equivalents (FTE) per course versus thirteen full time equivalents positions based on a high end signature golf course that does not operate year round. The County has made several staffing changes in 2009 to meet this goal o Maintenance standards need to be established for the course by type of course, targeted market, including price point and player profile, as well as be written Oakland County Parks and Recreation Commission Cost of service analysis determines the total cost of providing services to individual program areas by considering all costs and the amount of resources required to service each user type. By first understanding the individual cost centers, PROS was able to work with Oakland County management and staff to allocate various cost centers to each revenue center. Simply stated, each revenue center has a cost center, but each cost center does not necessarily have a revenue center. An example of a cost center which does not have a directly attributable revenue center is maintenance; maintenance tasks required for optimal operations are not offered to a customer base for a set price, but instead, these tasks are required to support a wide variety of programs and services which do have an expressed need and customer base. The cost -of -service approach is a method of service pricing based on the resources required to provide the service and the levels of service and units of service provided. The resources required include the operations and maintenance costs, both direct and indirect, and the capital investment in equipment, hardware, and software. The level of service is a measure of the intensity of the resources applied to a unit of service while the units of service are the number of individual participants or activities offered. The rudimentary level of cost of service modeling only requires two variables for measurement — the activity costs and the activity units (Figure 21). Total costs divided by total units of service equals the cost to deliver that particular service. ACTIVITY COSTS Direct Costs Administrative Cost Allocation Indirect Costs Debt Service Costs Total Costs for Activity ACTIVITY UNITS Length of Use (Time) Brea Used Type of Facilities Use Number of Events Number of Participants Total Equivalent Units of Activity Figure 21- Cost of Service Variables Cost of service findings should not be viewed as an accounting process, but as a strategic planning tool that provides course management with operational efficiencies, information, and feedback information which then assists in setting goals and tracking progress towards the attainment of financial sustainability in an environment of intensifying competition. However, to do so, cost of service has to become an integral component of the operational strategies. Cost of service determines whether services, programs, or activities are generating revenues or operating at a loss. Cost of service is only a tool, not a standalone answer to efficient operations. 3.2.1 COST OF SERVICE PROCESS PROS worked with Oakland County management and staff to identify financial and operational data which was then applied for the costing model. For the purposes of the 30 Lyon Oaks Golf Business Plan Lyon Oaks costing model, Fiscal Year 2008 Actual Expense data was utilized. Data specific fot Lyon Oaks Golf Course was queried from the overall budget, including: • Account 160010 — overall County golf course account expenses • Account 5060356 — specific Lyon Oaks Golf Course account expenses Total FY 2008 Actual expenses for the course by major line item are: • Total Salaries — $572,515; 7.3% of total County park and recreation actual expense (Department total = $ 7,879,804) • Total Fringe Benefits — $202,287; 7.2% of total County park and recreation actual expense (County total = $2,807,334) • Total Contractual Services — $433,711; 8.7% of total County park and recreation actual expense (County total = $4,976,500) • Total Commodity Cost — $91,469; 10.8% of total County park and recreation actual expense (County total = $845,529) • Total Internal Service Cost - $46,178; 4.2$ of total County park and recreation actual expense (County total = $1,093,849) • Total Depreciation Expense — $547,617; 17.0% of total County park and recreation actual expense (County total = $3,238,945) • Total Administrative Overhead — $558,477; 9.9% of total County park and recreation actual expense (County total = $5,625,954) The Administrative costs have been spread throughout the system to each major cost center in Oakland County Parks and Recreation over several years 3.2.2 COST ALLOCATION Analysis of all cost centers, and eventually revenue centers, requires an allocation of actual expenses. This allocation is required so that like expenses can be placed in areas which the costs are actually incurred at. Most financial and accounting systems do not track budgets at the level where actual effort is expended. However, to accurately depict the cost of service, this process is required. Once cost centers are defined and actual expenses are allocated, expended efforts for similar services are attributed to a revenue center. This is required so that the product which the customer base is acquiring can effectively and efficiently continue offering these services. The revenue centers utilized for the Lyon Oaks Golf Course are: • Concessions/Vending/Hospitality — Food and Beverage; percentage of allocated costs — 21% of allocated costs • Concessions/Vending/Hospitality — Pro Shop; percentage of allocated costs — 6% of allocated costs • Program — Cart Rental; Powered Cart; percentage of allocated costs — 11% of allocated costs 31fr consult ing, GAKUA Oakland County Parks and Recreation Commission CC I • Program — Course Play (9- & 18-hole play; includes tournament and events); percentage of allocated costs — 54% of allocated costs • Program — Driving Range; percentage of allocated costs — 7% of allocated costs Based on the allocation process in which PROS and select management and staff progressed by each individual line item, it is estimated that the County expended $406,266 during FY 2007 for non -course related efforts; these costs are allocated to the following: • Food and beverage allocated costs of $322,048 — Costs associated with the clubhouse that are related to the food and beverage contract; this includes items such as salting of the roadway during the winter months, flower bed/landscaping around the banquet/hospitality areas (a portion of flower bed/landscaping was also allocated to the clubhouse in form of beautification of clubhouse/golf experience), snow removal, Christmas decorating, etc. • Day use park allocated costs of $84,218 — Costs associated with the operations and maintenance of the day use/nature park are of Lyon Oaks; this includes effort of the Pro Shop personnel required for pass sales as well as maintenance efforts An accurate cost allocation by manpower expended can be accomplished via a work order management system based on defined levels of service. 3.3 COST OF Cost of service modeling was completed for the following core services: • Course play; includes all 9- and 18-hole round play (normal play, tournament play, outings, etc.) • Driving range; breakdown by bucket type purchased • Pro shop; profit margins were analyzed to gauge operational efficiencies 3.3.1 COURSE ACTIVITY — COURSE PLAY AND CART RENTAL As illustrated in the Market Assessment, multiple factors have come together which have lead to a less than optimal operational environment. From the onset of development the golf industry as a whole has been in a state of oversupply. Some areas have experienced course contraction and/or course re -alignment in which course classification have shifted. This shift has occurred in multiple forms, including private courses becoming daily fee courses and premium courses reducing the level of service and quality of experience to meet a more value conscious customer. The economic conditions have not. been favorable in Michigan and Oakland County for any level of the entertainment industry, of which, recreation and leisure is a sub -sector. On both the national and local stage, economic conditions have resulted in the reevaluation of consumer spending habits; now more than ever the consumer is value conscious — the dollar spent for a good or service must equate to the value received. 32 Lyon Oaks Golf Business Plan A third component which limits the ability for the course to optimize operations is location. The northern climate of Oakland County severely limits the affective season of golf. This requires a very precise and planned program roll out to adequately serve the local, daily golfer and the outing/tournament golfer during an abbreviated season as compared to courses in warmer climates. However, although the climate is limiting, all courses within the region are affected alike. During the 2008 golf season, Lyon Oaks Golf Course had an affective demand — actual rounds played — of 18,217 equivalent 18-hole round. Costs to provide course play to the customer base equates to 4.91 per hole, or $88.36 per 18-hole round. Due to the magnitude of costs associated with various cost centers, it is the opinion of PROS that the level of service provided for course play functions — rounds and cart usage — be reevaluated. As discussed in the Market Assessment, a large number of public premium courses (17 courses out of a total of 81 golf courses) exist in the same market. The level of service required, and expected by the customer base, for a public premium course is currently in place; however, the market cannot support the price point required to optimally operate this course at the current level which it is maintained and operated. This assessment should be done very delicately. A radical reduction in budget and/or manpower could negatively affect the asset in such a way that the damage done due to neglect could be irreversible. Management must determine if the original intent of the course, a superb asset and quality golf course unmatched by most public facilities, is worth the subsidy at the expense of a more widely utilized public asset. The cost of service for golf with the golf cart is shown in Figure 22. Rounds & Total Golf Golf Golf Carts Carts Direct Expenditures $ 1,893,776 $ 1,021,781 $ 215,813 $ 1,237,594 Administrative Costs $ 558,477 301,324 63,643 $ 364,968 $ 1,323,105 $ 279,456 $ 1,602,562 Total Costs $ 2,452,253 Revenues $ 1,237,734 $ 953,025 $ - $ 953,025 Revenues Over (Under) Costs $ (1,214,519) $ (370,080) $ (279,456) $ (649,536) Recovery % Direct 65% 93% 0% 77% Recovery % Total 50% 72% 0% 59% 18-hole 18-hole 18-hole Units of Service rounds rounds Rentals rounds Number of Units 18,217 18,217 18,217 18,217 Cost Per 18-hole Round $ 72.63 $ 15.34 $ 87.97 Cost Per Hole $ 4.03 $ 0.85 ' $ 4.89 Net Subsidy Per Unit $ 66.67 $ 20.31 $ 15.34 - $ 35.66 Optimal Direct Recovery Percentage Required Percentage Increase From Current Policy 35% 7% 100% Optimal Total Recovery Percentage � ._10D% IDD% Required Percentage Increase From Current Policy 50% 28% 100% Figure 22 - Pricing Schedule; Lyon Oaks Golf Course 33 w ; OkKLANDOakland County Parks and Recreation Commission PARKSCOUNTY 3.3.2 COURSE ACTIVITY — DRIVING RANGE The ability to offer learning and training amenities at a golf course are instrumental in growing the customer base and expanding program options. The greatest potential to grow the market is seen in the junior and female golf demographic. The capability of a course to provide teaching areas onsite can greatly increase the odds of not only growing the customer base, but driving ranges also provide a great opportunity for unintentional earned revenues. Simply stated, a driving range that is well marketed and convenient provides the dedicated golfer an opportunity to "drop -in" during non- golf/outing times to practice their golf game. A portion of driving range activity could then be considered impulsive, or unintentional. Due to the remote feel of Lyon Oaks, to capture these unintentional rounds, a greater effort in terms of marketing and adequate signage must be made to drive business to the golf course and to the driving range. Utilizing the 2008 activity data driving range use was modeled for cost of service. Cost of service associated with the driving range is presented in Figure 23. Driving Range Direct Expenditures $ 126,190 Administrative Costs 37,214 Total Costs $ 163,403 Revenues $ 66,751 Revenues Over (Under) Costs $ (96,653) Recovery % Direct 53% Recovery % Total 41 % Units of Service Rentals Number of Units 6,068 Cost Per 18-hole Round Cost Per Hole Net Subsidy Per Unit $ 15.93 Optimal Direct Recovery Percentage = _=100 Y6 Required Percentage Increase From Current Policy 47% Optimal Total Recovery Percentage 00°9 Required Percentage Increase From Current Policy 59% Figure 23 -Cost of Service and Recovery Percentages; Driving Range Depending on the actual tokens utilized by persons holding range passes, these cost per bucket and cost recovery percentages could vary; the more tokens sold, the less the actual cost is to provide that service. However, based on the reported revenues, overall driving range cost recovery — reported revenues as compared to allocated expenditures — is 34 Lyon Oaks Golf Business Plan calculated at 43%. This would imply that the estimates associated with the range pass categories are more likely to be slightly higher than actual than lower. Immediate marketing and signage efforts in an attempt to make the course, and more importantly the range, visible to the golfer on non -golf days could assist in funneling more revenues to the driving range operations. 3.3.3 PRO SHOP MARGINS Pro shops have the potential to not just generate a significant source of earned revenues, but pro shops have the ability to differentiate a golf course from the competition. A seamless operation between the course activity and pro shop can increases the quality of experience for the customer base; outings and tournaments represent a viable source for unloading economical and excess inventories as a way to increase the quality of experience with limited investment of goods. The availability of quality goods is directly related to the course quality and experience; a course like Lyon Oaks (public premium) is expected to have, and does, a full service pro shop. The key to sustainability for a pro shop though lies in the ability to affectively procure, stock, and move inventories in a timely manner. For retail sales, PROS utilizes analysis that focuses on profit margin as opposed to the cost of service. Three margins were analyzed —gross profit, operating margin, and net profit margin; each is defined as: • Gross profit margin — analyzes costs associated with direct production of goods and services; indicates percent of sale dollar which is profit • Operating margin — analyzes direct and indirect (overhead) costs associated with production of goods and services; indicates percent of revenue remaining after paying variable costs prior to taxes • Net profit margin — analyzes all costs (direct, indirect/overhead, taxes, interest, etc.) associated with production of goods and services; indicates percent of revenue remaining after all costs have been accounted for Allocations to all cost, and ultimately, revenue centers resulted in pro shop operational costs of $152,327. Pro shop operations are defined as effort expended on tasks associated with pro shop sales, rental and lesson transactions. The portion of labor which responsible for tee sheets and initiating course play was allocated to course play costs; only the efforts which are solely associated with retail goods and services was applied to pro shop operational costs. Cost of goods sold (COGS) for the Lyon Oaks Pro Shop is $68,751. 35 2` pros';'s :r consul brig Oakland County Parks and Recreation Commission Pro Shop Direct Expenditures $ 117,058 Administrative Costs 34,520 Total Costs $ 151,578 Revenues $ 86,936 Revenues Over (Under) Costs $ (64,642) Recovery % Direct 74% Recovery % Total 57% Units of Service Transactions Number of Units 158 Net Subsidy Per Unit $ 409.13 Optimal Direct Recovery Percentage Required Percentage Increase From Current Policy 26% Optimal Total Recovery Percentage?_` 00%0 Required Percentage Increase From Current Policy 43% Figure 24 - Proflt and Operating Margins; Pro Shop Based on allocated operational costs and FY2008 COGS, the gross profit margin is 15.5%. This can be interpreted as for each dollar generated $0.155 may be applied toward paying general expenses, and ultimately, banked as net income. When accounting for costs associated with providing these services, the operating and net profit margins are alarming. Profit margins are depicted in Figure 24. Operational costs associated with the pro shop could be reduced by utilizing more volunteer labor than currently used. It could be expected that a pro shop and golf course of this magnitude generate substantially more revenues than booked — $86,936. Extensive marketing and branding efforts should be completed in an attempt to better understand and indentify with the customer base. A course of Lyon Oaks magnitude should be able to generate merchandise sales greater than $100,000; it is PROS opinion that if properly marketed and branded, merchandise sales and lesson revenues could top $150,000 per year. In addition, pro shop revenues can be enhanced if tournaments held at the golf course required prizes awarded to be in the form of pro shop gift certificates. Due to the economic downturn, pro shop sales may experience a downward trend prior to any sales increase associated with a marketing and branding campaign 36 Lyon Oaks Golf Business Plan CHAPTER • OPERATIONS PRICINGSTRATEGY The Lyon Oaks Golf Course is the crown jewel of the Oakland County golf course system. However, due to the drastic over -build in the public premium segment in the market, golf participation at Lyon Oaks is an elastic good. This means that if the price were to changes, a sharp increase -or decrease (depending on which way the price were to change) in demand would be realized. Pricing is a component of the supply side of the supply/demand equation; on the demand side of the equation is the'customer base. Due to the abbreviated season that golf courses in the northern climates experience, the number of other public premium courses in the market, and the current number of rounds played at Lyon Oaks, it is not feasible to expect a significant increase in peak (Friday/Weekends/Holidays) rounds played. A saturated market and healthy prime -time round utilization results in a required action on the supply side — course operations. Since pricing has already been scrutinized and it has been determined that the market cannot bear a significant price increase, the level of service must be adjusted. Currently, Lyon Oaks operates at a level of service equivalent to a premium course with a nine -plus month operational season and vigorous pro shop sales. For Lyon Oaks Golf Course to realign operational strategies, the level of service provided for the customer must be reduced to the price point. 4.1 •. •RA PROS recommend adjusting the level of service associated with both full-time and part-time poisitons. Recommended adjustments equate to a savings of $291,022. Adjustments include: • Course Play/Pro Shop Personnel o Reduce seasonal supervisor from 4.0 FTE to 1.0 FTE o Reduce pro shop attendants from 7.0 FTE to 3.0 FTE o • Reduce cart attendants from 9.0 FTE to 4.0 FTE o Reduce range attendants from 4.0 FTE to 2.0 FTE o Reduction in labor force will require the full-time staff to adjust workloads during peak times o Reductions in pro shop/course play personnel result in a savings of $80,188 (FY 2007 Budget Figures) o Reductions are made in an attempt to reduce course overages of nearly $1 million o Limit trade for service volunteers to play on Mon -Thursday only and no more than 2% of the total golf course rounds 37 g PrOS'n" Oakland County Parks and Recreation Commission • Maintenance Personnel o Share skill sets among all courses; reduce equipment mechanic from 1.0 FTE to 0.5 FTE o Share skill sets among all courses; reduce general maintenance mechanic from 1.0 FTE to 0.5 FTE o Reduce maintenance parks helper from 17.0 FTE to 7.0 FTE o Reduce seasonal labor from 4.0 positions to 2.0 positions o Reductions are made in an attempt to reduce course overages of nearly $1 million As could be expected, all things being equal, recommended level of service adjustments result in a cost recovery. Operating costs associated with the FY2008 budget result in a cost recovery for the course play at Lyon Oaks Golf Course of 68.1%; with the level of service adjustment the cost recovery is projected at 80.0%. As with current operations, the largest disparity in cost of play and price is the weekday (non -peak) rounds. Aggressively marketing these non -peak times to league play could assist in offsetting non -peak losses. However, even with the adjustment in staffing, if other costs are not reduced, Lyon Oaks Golf Course will still require an additonal 6,000 18-hole rounds of golf to merely break even. Level of service adjustments also has a direct effect on driving range cost recovery. With the reduction in staffing, range cost recovery is projected to jump 17% to 68% cost recovery. Although it has been determined that operational efficiencies cannot be attained via a price increase, when combined with a level of service reduction, a reduction in pricing of round categories can lead to a better performing course. It is PROS opinion that the price points for the course — currently listed as the second most expensive course by Pellucid based on rounds at Public Premium courses (shown in Figure 14) — inhibit the course from reaching a greater capacity of play. In an attempt to realign the course — providing an experience, including the level of service provided, that is equal to the price — PROS recommends reducing 11 of the possible 18 prices charged for carious round categories for 18-hole play. These include: • Round Categories for Spring Play o 18-Hole Weekday — reduce the price charged by $4.00; recommended price is $35.00 o 18-Hole, FRI/Weekend/Holiday — reduce the price charged by $9.00; recommended price is $40.00 o 18-Hole, Twilight; After 4PM — reduce the price charged by $4.00; recommended price is $19.00 • Round Categories for Summer Play o 18-Hole, Weekday — reduce the price charged by $14.00; recommended price is $46.00 38 Lyon Oaks Golf Business Plan 0 18-Hole, Weekday; Junior — reduce the price charged by $4.00; recommended price is $25.00 0 18-Hole, Weekday; Senior — reduce the price charged by $4.00; recommended price is $35.00 0 18-Hole, FRI/Weekend/Holiday — reduce the price charged by an average of $13.00; this is the only round category with a Resident/Non-Resident tier; recommended price for a Resident is $55.00 and eliminate the non-resident rate 0 18-Hole, Twilight; After 4PM — reduce the price charged by $7.00; recommended price is $35.00 • Round Categories for Fall Play o 18-Hole, Weekday — reduce the price charged by $4.00; recommended price is $35.00 o 18-Hole, FRI/Weekend/Holiday — reduce the price charged by $9.00; recommended price is $40.00 o 18-Hole, Twilight; After 4PM — reduce the price charged by $4.00; recommended price is $25.00 39 fpr 'K QkKLANDOakland County Parks and Recreation Commission COUNTY PARKS The only recommended pricing increase to a round category is for 18-Hole, Twilight; after 6PM for Summer Play; PROS recommends increasing this price by $2.00 per round. All other prices not listed are recommended to remain unchanged. A chart depicting this pricing adjustment is shown in Figure 25. PROS recommends 8 pricing changes and 3 additional price categories for 9-hole rounds. These revisions include: • Round Categories for Spring Play o 9-Hole Weekday — reduce the price charged by $7.00; recommended price is $22.00 o 9-Hole, FRI/Weekend/Holiday — reduce the price charged by an average of $9.00; recommended price is $25.00 • Round Categories for Summer Play 0 9-Hole, Weekday — reduce the price charged by $9.00; recommended price is $27.00 0 9-Hole, Weekday; Junior — reduce the price charged by $1.00; recommended price is $17.00 0 9-Hole, Weekday; Senior — reduce the price charged by $2.00; recommended price is $22.00 0 9-Hole, FRI/Weekend/Holiday — reduce the price charged by an average of $8.00; recommended price for a $33.00 and there would be no Non -Resident rate 0 9-Hole, Twilight; After 4PM — created a "non -peak" price category with a recommended price is $22.00 • Round Categories for Fall Play o 9-Hole Weekday — reduce the price charged by $7.00; recommended price is $22.00 o 9-Hole, FRI/Weekend/Holiday — reduce the price charged by an average of $9.00; recommended price is $25.00 Based strictly on revision to 18-hole pricing recommendations and an assumed similar performance in round type, weekday or weekend — currently approximately 60% of all rounds played occur on weekdays — and a modest increase in rounds played of 10,000 18- hole equivalents, PROS estimates that the required subsidy for course operations will shrink to $146,000. This is assuming that all recommendations associated with the course operations have taken full effect. Currently, course play is subsidized by $448,696. In essence, if the assumptions are met in their entirety, the average cost per round played will drop from $61.07 for an 18-hole equivalent to $40.46 per 18-hole equivalent. C[e7 Lyon Oaks Golf Business Plan Y CHANGE IN AVERAGE LurrehfCIPen r(iRR�NT - Recommended Recommended RECOMMENDED (Rec- Recommended fee Adjustmehtes�de_lo��tesldeht Resident Non -Resident AVERAGE Current) SPRING SPRING 18-Hole, Weekday z39 DQ a - _33 00 39 D'D_'= 35.00 35.00 35.00 (4,00) 18-Hole, Weekday; Junior 025'tlb= 25.00 25.00 25.00 18-Hole, Weekday; Senior r 29,Q0 29iDD = 24iI[i_ 29.00 29.00 29.00 18-Hole, FRI/Weekend/Holiday DD 40.00 40.OD 40.OD (9,00) 18-Hole,Twilight; After 4PM 9DO _� 29OD 29.04; 25.00 25.00 25.00 (4.00) 18-Hole, Twilight; Aker GPM _ 19"Db x 19 ob 1?3 Dsf; 19.00 19.00 19.00 SUMMER SUMMER 18-Hole, Weekday = 35Dp, T s :;6�SDD ' 60b0. 46.00 46.00 46.00 (14.00) 18-Hole, Weekday; Junior 39Dp _= _39b0 = 29.OD' 25.00 25.00 25.00 (4.00) 18-Hole, Weekday; Senior 39 OD s 39 OD _ 39 Db 35.00 35.00 35.00 (4.00) 18-Hole, FRl/Weekend/Holiday = 70 DR_ 55.00 59.00 57.00 (13.00) 18-Hole, Twilight; After 4PM -02 Dp r4 0o 2. bD 35.00 35.00 35.00 (7,00) 18-Hole, Twilight; Aker GPM = 37 DD =7DD - 27.bb' 29.00 29.00 29.00 2.00 FALL FALL 18-Hole, Weekday _ �9Op T 39Ob s = 39OD 35.00 35.00 35.00 (4.00) 18-Hole, Weekday; Junior- 25 DD _ 25 DD =$ Db 25.00 25,00 25.00 18-Hole, Weekday; Senior �t = �9 Db' s 23 Db = 2JDb 29.00 29.00 29.00 18-Hole,FRI/Weekend/Holiday =49OD __ _A9OD 49.-QR' 40.00 40.00 40.00 (9.00) 18-Hole, Twilight; After 4PM29 00, 25.00 25.00 25.00 (4.00) 18-Hole, Twilight; After GPM _=_= 19 Qb =19:Db""= 19.00 19.00 19.00 'Fall twilight is 3pm & 5pm 'Spring/fall regular rates are Mon -Fri instead of M-Th. "Spring/Fall Senior rates are Mon -Fri instead of M-Th before noon. "Spring/Fall Junior rates are Mon -Fri instead of M-Th before noon. Figure 25 - Recommended Pricing Adjustment, 18-Hole Rounds by Season Recommended Fee Adjustment Turrent� Resident NotN Reldeh LURRf�T.'_ -=AVERAGE Recommended Resident Recommended Non -Resident RECOMMENDED AVERAGE CHANGE IN AVERAGE (Rec-Current) SPRING SPRING 9-Hole, Weekday 29.00 29.00 29,00 22.00 22,00 22.00 (7.00) 9-Hole, Weekday; lunior 15.00 15.00 15.00 15.00 15.00 15.00 - 9-Hole, Weekday; Senior 19.00 19.00 19.00 19.00 19.00 19.00 - 9-Hole, FRI/Weekend/Holiday 34.00 34.00 34.00 25.00 25.00 25.00 (9.00) 9-Hole, Twilight, After 4PM 9-Hole, Twilight; After GPM _ = 19.00 19.00 SO fl N 19.00 N/A SUMMER SUMMER 9-Hole, Weekday 33.00 39.00 1 36.00 27.00 -18.001 27.00 27.00 (9,00) 9-Ho1e, Weekday; Junior 18.00 18.00 17.00 17.00 17.00 (1.00) 9-Hole, Weekday; Senior 24,00 24.00 24.00 1 22.00 22.00 22.00 (2.00) 9-Hole, FRI/Weekend/Holiday 39.00 45.00 42.00 33.00 35.00 34.00 (8,00) 9-Hole, Twilight; After 4PM g_ -- __ _._ _ 22.00 22 00 22.00 N/A 9-Hole, Twilight; After GPM -� -�- - ME FALL FALL 9-Hoie, Weekday 29.00 29.00 29.00 22.00 22.00 22.00 (7.00) 9-Hole, Weekday; Junior 15.00 15.00 15.00 15.00 15.00 15.00 9-Hole, Weekday; Senior 19.00 19.00 19.00 19.00 19.00 19.00 - 9-Hole, FRI/Weekend/Holiday 34.00 34.00 34.00 25.00 25.00 25.00 (9.00) 9-Hole, Twilight; After 4PM 19.00 19.00 19 00 N/A 9-Hole, Twilight; After GPM Figure 26- Recommended Pricing Adjustment; 9-Note Rounds by Season 41 _6 Oakland County Parks and Recreation Commission -FINALCHAPTER FIVE • D• • The final recommendations are based on the assessment of the golf course operations. • Immediate Changes (1-3 years) o Reduce Proshop Staff to four (4) FTE which includes the supervisor o Reduce maintenance staff to seven (7) FTE o Increase efforts to attract more golf outings between 24 to 48 players and full outings of over 100 players by actively marketing the golf course via off season marketing efforts o Allow the opportunity to increase leagues to twenty (20) leagues on both nines Monday through Friday o Increase existing program efforts for women, youth, families, and single adults as outlined by the program team but don't subsidize the programs o Develop golf driving range leagues and membership o Improve and cover a portion of the dirving range with heated overhang areas to improve usage in the spring and fall o Increase marketing efforts of the driving range and golf course through an effective Website, street and highway signage, and point -of -sale system o Reduce trade for services play for volunteers to 2% of the total golf rounds played and allow play to only occur on Monday through Thursday o Establish performance measures for staff and Oak Management; review measurements on a monthly basis o Use and/or implement a new point of sale system to track user orgin, spending and level of play o Make pricing changes for course play as outlined in Section 4 o Implement a mystery shopper program and on course surveys of golfer level of satisfaction with all the core services provided on the golf course; survey should pertain to services provided by the County and Oak Management o Strongly market Lyon Oak Golf Course within a 20 minute drive time focusing on outings, programs, leagues, tournaments, special events, driving range, and other special promotions o Market in local areas that have limited participation (based on zip code data presented in Figure 20) within the 20 minute drive time 42 Lyon Oaks Golf Business Plan o Eliminate the operations component of the nature center/day park or contract out the program management to a part-time naturalist o Eliminate the large bucket at the driving range or change the price to reflect the costs o Require higher levels of golf planning between the proshop staff and Oak Management and combined marketing efforts • Long Term Changes (4 to 6 years) o Follow the terms of the contract with Oak Management o Separately meter the utility usage of hospitality operators space or assign a square footage cost adjustment annually o Audit Oak Management and/or future contractors weekly, monthly and annually against contract obligations and reporting including adding in measurable performance measure indicators to hold the County and the contractor accountable to each other o Report out annually to the Park Commission the agreed to operational performance measures on how well the County employees are doing as well as Oak Management o Establish a player loyalty reward program for rounds of golf played o Establish a long term maintenance endowment to cover longterm capital improvement needs of the golf course and clubhouse • Recommended Performance Measures for the County o Golf Course cost reduced by $600,000 by the end of 2009 and $900,000 by the end of five years o Revenues increase in the proshop by 25% in year one o Golf course revenues increase by 20% in 2009, an additional 15% in 2010, and another 10% in 2011 through pricing changes o Increase capacity of use of the golf course to 70% or greater by the end of 2010 o Increase retention of existing leagues and outings to 95% o Increase leages to 20 and golf outings to over 60 per year; an outing is described as 25 players or greater; increase full course outings to 15 a year o Increase capacity of the use of the hospitality center to 50% by 2012 working with Oak Management to find other business planners and events to bring into the space for rental with a percentage or all rental revenues retained by the County for rentals they bring in 43 pros-,",, consultin kt. QAKLANDOakland County Parks and Recreation Commission COUNTYN XKS o Increase customer satisfaction levels for the golf course at each cost center to 90% or greater in the pro -shop, maintenance of the golf course , driving range and programs provided o Detail out all the grey areas of responsibilities between the County and Oak Management as it applies to grounds, furniture and fixtures, snow removal, managing the assets they occupy and marketing and promotions efforts for Lyon Oaks • Recommended Performance Measures for Oak Management or any other Contractor responsible for the grill and food services as well as hospitality services o Increase the capacity of use of the Hospitality Center to 50% or greater in 2009 o Increase customer satisfaction levels in the grill, on the golf course to 90% or greater for service, food prices, and quality of the food provided for the cost through effective customer surveys, trailer calls, and on -site one on one interviews o Jointly market with the County golf outings to increase outings to over 60 for 2009 o Increase revenues back to the County by 15% over 2008 levels through effective pricing, promotions, and packaging of food services with golf o Meet 95% of standard for cleanliness, food and storage compliance based on local code requirements and inspections o Meet 98% of the contract agreement requirements between Oak Management and the County based on the terms of the agreement and time and work standards as it applies to opening and closing times and other obligations agreed to in the contract o Increase hospitality revenues back to the County to 15% higher than 2008 levels o Retain annual events held in the Hospitality Center to 80% of the previous years o Develop planning sessions between Oak Management and the County twice a month to discuss all aspects of their contract compliance, seeking and promoting golf and services to golfers based on agreed to outcomes between both parties 44 Lyon Oaks Golf Business Plan DRIVE TIME MAPS Drive Time Maps; by Single Drive Time; 10-Minutes; Lyon Oaks Golf Course Point of Origin 45 . rr c`QI` sul t11 l QMLANDOakland County Parks and Recreation Commission COUNTY PARKS Drive Time Maps; by Single Drive Time; 10- and 15-Minutes; Lyon Oaks Golf Course Point of Origin = 4 _ r F I Giatf purse A>fafy si> Oakland County Parks and Recreation Commission ariw 1i[ns' MdPs Qs and 15 Witutes � f Springfield teaks - Shepherd"s Koll(3 �.Strategrc YAaster PIBn -:Gaff Gaurse Buetneas PIOU n Highlarl'T Hills Majestic Lake 0 potitiac Brentwood E � Br�fltjnr�nd ,.. Beam n Hill Union Lak Mystic creek __. l _y B Poito . s -,-le- n lero Liirtks:at Pinewood d-- ''• j €. _ , i kipper creek I ,`�, ills t 0yote - fin i4 t YeI}iifl + �_ Fermin 7.anglewac d Links 61,Novl X Downing Farms -Salem Hills Eashc�K h Northville`Hlilc � 1 '_L7-' .._ - Bjj [} rae �um1 is v'Sdri:( I pro- 4 r'It'f.,�. 9i a+7�a#s�.4:i�G�rrvc�s 46 Lyon Oaks Golf Business Plan Drive Time Maps; by Single Drive Time; 10-, 15-, and 20-Minutes; Lyon Oaks Golf Course Point of Origin L -Ahtnd County ParM and Recrieafion Ccmmiszidn ycm Park Golf Course AnalYAi* '0 Strateble thster PI an SpiinpfieA Oaks Sh�phv-&s W1,14YN 1Y96jd HiP Fitz Oats: WiRe Lake UhJ6P Lo OTT- Gle, 0 reit P 0 , fA Iv 4- 2 Y- �, C twv. RW -3b AM 54-- �- -�R, T, Ti ang W.90d' -1611 -7: Ora A fxfm. firi. : - - got) MA- A We* Tim K902f ... ......... 47 pros-;,- consultiQg Oakland County Parks and Recreation Commission Lyon Oaks Market Capture; Actual Golf Participant Data by Zip Code, with Drive Times Lyon Park Goff - C.ourso l roaly i.6 klarid C-ounty Parks AM 13nr-rttalliorl,CtOMM]ISS100 I?�uxQ "flnl� hrsp4. w�4, ��, �g �inaf. �Q�►r►r��g . � �.'� � aslaar %ii�3�wr. _ y r P Pr 48 RESOLUTION WHEREAS, up to $1 billion in general funding was appropriated for the COPS Hiring Recovery Program (CHRP) through the American Recovery and Reinvestment Act of 2009; and WHEREAS, CHRP is a competitive grant program designed to address the full-time sworn officer needs of state, local and tribal law enforcement agencies nationwide; and WHEREAS, CHRP provides funding directly to law enforcement agencies to hire new and/or rehire career law enforcement officers in an effort to create and preserve jobs, and to increase their community policing capacity and crime -prevention efforts; and WHEREAS, CHRP grants will provide 100 percent funding for approved entry-level salaries and fringe benefits of full-time officers for 36 months of grant funding; and WHEREAS, CHRP grants may be used on or after the official grant award start date to: (1) hire new officer positions (including filling existing officer vacancies that are no longer funded in an agency's budget); (2) rehire officers who have been laid off as a result of state, local or tribal budget cuts unrelated to the receipt of grant funding; or (3) rehire officers who are scheduled to be laid off on a specific future date as a result of state, local or tribal budget cuts unrelated to receipt of grant funding; and WHEREAS, there is no local match requirement for CHRP; however, grant funding requests must be based on the current full-time entry-level salary and fringe benefits package of an officer in the department; and WHEREAS, any additional costs for higher than entry-level salaries and fringe benefits will be the responsibility of the grantee agency; and WHEREAS, at the conclusion of federal funding, grantees must retain all sworn officer positions awarded under the CHRP program for a minimum of 12 months following the 36-month grant period; and WHEREAS, all state, local and tribal law enforcement agencies that have primary law enforcement authority are eligible to apply for CHRP grants through April 14, 2009; and WHEREAS, the Oakland County Sheriff's Office has primary law enforcement authority in the . Oakland County Parks; and WHEREAS, Oakland County Parks and Recreation Commission wishes to apply for CHRP grant funding through its contracted law enforcement agency, the Oakland County Sheriff's Office; and WHEREAS, the CHRP grant funding will assist the Oakland County Parks and Recreation Commission in its strategic planning efforts through measure 4.5.3 to "Develop new or alternative revenue fiords to support operational costs..." NOW THEREFORE BE IT RESOLVED that Oakland County Parks and Recreation Commission hereby officially authorizes the Oakland County Sheriff to apply for a CHRP grant on the Commission's behalf. Moved by Supported by Date: COUNTY OF OAKLAND OFFICE OF THE SHERIFF MICHAEL J. BOUCHARD Memorandum To: Phil Castonia From: Sgt. Kelly Sexton Date: 4/7/2009 Re: COPS Grant In an effort to utilize the Park Deputies in the most efficient and cost effective manner I have proposed the following information for your use. If awarded the COPS Grant I would use the new DII in a supervisory role. The majority of the DII time would be spent patrolling the County Parks. The DII would assist in the coordination of the trusty work crews scheduled to work in the Parks. The DII would also act as a liaison between the Parks Command Staff and the Frank Greenan Detention Facility Command Staff. The role of the DI assigned to the Parks unit would change slightly. The DI would be responsible for a trusty work detail to one of the County Parks and supervise the work detail. This could be a position that is rotated between the two DI's either on a week by week basis or month by month. By assigning a DI to a trusty crew, it would eliminate 2000 hours worked by part time staff. The second change could utilize the DI as a support car for the south end Parks and assist the water park Deputy when the water parks are at full capacity. These changes would result in an increased patrol presence in the County Parks while also saving on the number of part time hours used. The ability of having an additional full time deputy on staff increases consistency and reduces the amount of turn over and training time spent with new part time deputies. If I can be of any further assistance please don't hesitate to call, Sgt. K. Sexton 1201 N TELEGRAPH RD ♦ PONTIAC MI 48341-1044 ♦ 248/858-5008 SUMMARY INFORMATION ON COPS HIRING RECOVERY PROGRAM (CHRP) Totals are over the 4 year life span of the grant program Description Amount Total BASE Salary and Fringe $ 301,896.93 Total STEP 5 Salary and Fringe $ 416,422.81 Difference between Salary Grades $ 114,525.88 Total Operating Expense $ 11,078.24 TOTAL VALUE $ 427,501.06 CHRP Grant Covers $ 216,484.60 OCPRC Covers $ 211,016.46 ,. Part Time Staff Hours Savings $ 132,560.00 NET COST TO OCPRC $ 78,456.46 Details for each column are on the back of this sheet Year 1 Year 2 Year 3 Year 4 TOTAL VALUE $ 102,184.31 $ 105,249.84 $ 108,407.34 $ 111,659.56 CHRP Grant Covers $ 72,161.53 $ 72,161.53 $ 72,161.53 $ OCPRC Covers $ 30,022.78 $ 33,088.31 $ 36,245.81 $ 111,659.56 Part Time Staff Hours Savings $ 33,140.00 $ 33,140M $ 33,140.00 $ 33,140.00 (2000 hours @ 16.57 per hour) NET COST TO OCPRC $ (3,117.22) $ (51.69)1 $ 3,105.81 $ 78,519.56 COPS Hiring Recovery Program (CHRP) Grant Details Year 1 Year 2 Year 3 Year 4 BASE PAY - STEP 1 Current Salary Proposed Salary Proposed Salary Proposed Salary Deputy II Base Pay Base Pay Base Pay Base Pay $ 41,470.00 $ 45,617.00 $ 46,985.51 $ 48,395.08 Est. Increase (2004-2009)* $ 4,147.00 2010 $ 1,368.51 2011 $ 1,409.57 2012 $ 1,451.85 Estimated Salary $ 45,617.00 $ 46,985.51 $ 48,395.08 $ 49,846.93 Est. Fringe Benefits 58.19% $ 26,544.53 $ 27,340.87 $ 28,161.09 $ 29,005.93 Total BASE Salary and Fringe $ 72,161.53 $ 74,326.38 $ 76,556.17 $ 78,852.85 EST. PAY - STEP 5 Current Salary Proposed Salary Proposed Salary Proposed Salary Deputy II Step 5 Step 5 Step 5 Step 5 $ 57,201.82 $ 62,922.00 $ 64,809.66 $ 66,753.95 Est. Increase (2004-2009)* $ 5,720.18 2010 $ 1,887.66 2011 $ 1,944.29 2012 $ 2,002.62 Estimated Salary $ 62,922.00 $ 64,809.66 $ 66,753.95 $ 68,756.57 Est. Fringe Benefits 58.19% $ 36,614.31 $ 37,712.74 $ 38,844.12 $ 40,009.45 Total STEP 5 Salary and Fringe $ 99,536.31 $ 102,522.40 $ 105,598.08 $ 108,766.02 Operating Expenses** Deputy Supplies $ 393.00 $ 404.79 $ 416.93 $ 429.44 Uniforms $ 473.00 $ 487.19 $ 501.81 $ 516.86 Liability Insurance $ 1,782.00 $ 1,835.46 $ 1,890.52 $ 1,947.24 Total Operating Expense $ 2,648.00 $ 2,727.44 $ 2,809.26 $ 2,893.54 TOTAL VALUE $ 102,184.31 $ 105,249.84 $ 108,407.34 $ 111,659.56 CHIRP Grant Covers, $ 72,161.53 $ 72,161.53 $ 72,161.53 $ - OCPRC Covers $ 30,022.78 $ 33,088.31 $ 36,245.81 $ 111,659.56 Part Time Staff Hours Savings $ 33,140.00 $ 33,140.00 $ 33,140.00 $ 33,140.00 (2000 hours @ 16.57 per hour) NET COST TO OCPRC $ (3,117.22) $ (51.69) $ 3,1Mill $ 78,519.56 * proposed salary increases 2004 __2% 2005 3% 2006 2% 2007 2% 2008 0% 2009 1% 2010 3% 2011 3% 2012 3% ** Proposed Operating Increases is 3 % each year