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HomeMy WebLinkAboutAgendas/Packets - 2012.06.06 - 402142800 Watkins Lake Road . Bldg 97W . Waterford, MI 48328-1917 248.858.0906 • 1.888.00PARKS • DestinationOakland.com GDAAKLAND COUNTYPARKS May 31, 2012 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 .................................. Oakland County Parks Administration Office 2800 Watkins Lake Road Waterford, MI 48328 TIME ................................... Wednesday, June 6, 2012 9:00 a.m. PURPOSE ................................ Regular Meeting This meeting has been called in accordance with the authorization of Chairman Gerald Fisher of the Oakland County Parks and Recreation Conunission. Sincerely, Daniel J. Stencil Executive Officer Gerald A. Fisher Chairman John P. McCulloch Vice Chairman J. David VanderVeen Secretary Pecky D. Lewis, Jr. Chairperson Emeritus A. David Baumhart III Next Meeting: Wednesday, July 11, 2012 at 9:00 a.m. Robert Kostin Christine Long Oakland County Parks Administration Office Gary R. McGillivray John Scott 2800 Watkins Lake Road S. Wilson Waterford, MI 483285 Daniel J. Stencil Executive Officer 0 ur mission is to provide quality recreational experiences that encourage healthy lifestyles, support economic prosperity and promote the protection of natural resources. Oakland County Parks and Recreation Commission Meeting Parks & Recreation Administration Offices 2800 Watkins Lake Road, Waterford, MI 48328 June 6, 2012 9:00 AM Agenda Action Required Presenter/Phone # 1. Call Meeting to Order ------ G. Fisher/248.514.9814 2. Roll Call GG 3. Pledge of Allegiance ------ « 4. Approval of Agenda Approval G. Fisher/D. Stencil 248.858.4944 5. Approval of Minutes: 04/04/12 Regular Meeting 05/02/12 Regular Meeting V. Valko 248.858.4603 6. Public Comments G. Fisher 7. PUBLIC HEARING: A. Proposed Waterford Oaks Park Master Plan Concepts G. Fisher/D. Stencil 8. CONSENT AGENDA A. Internal Service & Department Funds Journal Entry Register for month ending 04/30/12 (FM 07, FY 12); Payment Register for month ending 04/30/12 (FM 07, FY 12) Approval J. Phelps 248.858.5319/D. Stencil B. Monthly Financial Statements for Month Ending 04/30/12 (FM 07, FY12 Approval J. Phelps/D. Stencil C. Monthly Average Comparison Report Approval J. Phelps/D. Stencil D. 2nd Quarter Financial Forecast Receive & File J. Phelps/D. Stencil E. Budget Amendment: Hospitalization/Fringe Benefit Fund 9. REGULAR AGENDA A. Highland Oaks Septic Field Contract Approval B. Red Oaks Master Plan Concepts C. Red Oaks Nature Center - Proposed Lease D. 2012 Commission Policy Audit 10. OLD BUSINESS A. Recommended Proposed FY 2013-2015 Budget B. Waterford Oaks Master Plan Concepts C. Amended 2012-2013 Proposed Nature Education Plan 11. STAFF REPORTS A. Activity Report FY 2012, Month 08 B. Education Resource Program Update C. Executive Officer's Report 12. NEW BUSINESS 13. ADJOURN Approval J. Phelps/ D. Stencil Approval M. Donnellon 248.858.4623 Informational D. Folland/J. Noyes Informational D. Stencil/S. Wells Informational S. Mackey 248.431.1268 Approval D. Stencil/J. Phelps Informational D. Folland 248.736.1649/ J. Noyes 248.858.4624 Approval S. Wells/T. Fields Receive and File J. Dunleavy 248.858.4647/ L. Gee 248.343.3165 Receive & File K. Dougherty 248.858.0704/J. Noyes Receive and File D. Stencil G. Fisher Next Meeting: 9 a.m. on Wednesday, July 11, 2012 at Parks & Recreation Commission Meeting Room, 2800 Watkins Lake Road, Waterford, MI 48328 *MEETING MINUTES * OAKLAND COUNTY PARKS AND RECREATION COMMISSION MEETING April 4, 2012 Chairman Fisher called the meeting to order at 9:04 a.m. in the Commission Room of the Administration Office. COMMISSION MEMBERS PRESENT: Chairman Gerald Fisher, Vice Chairman John McCulloch, Secretary J. David VanderVeen, A. David Baumhart, Robert E. Kostin, Chairperson Emeritus Pecky D. Lewis, Jr., Christine Long, Gary McGillivray, John Scott, Eric Wilson COMMISSION MEMBERS ABSENT: None ALSO PRESENT: Parks and Recreation Michigan Dept. of Natural Resources Oakland County Community Corrections Oakland County Fiscal Services City of Novi Kosch Catering/Dining Food Services Private Citizen APPROVAL OF AGENDA: Daniel J. Stencil, Executive Officer Sue Wells, Administrator -Parks & Rec. Operations Brittany Bird, Natural Resources Planner Zach Crane, Architectural Engineer Susana Ditter, Seasonal Program Specialist Mike Donnellon, Chief -Parks Fac. Maint. & Dev. Terry Fields, Chief -Recreation Programs & Services Larry Gee, Chief -Park Ops & Maint. S. District Stephanie Loria, Recreation & Trails Planner Jon Noyes, Supervisor-P & R Planning Desiree Stanfield, Supervisor Communications/Marketing Chris Wascher, Natural Resources Intern Rodney Stokes, Director Ron Olson, Parks & Recreation Chief Bob Gatt, Chief Barbara Hankey, Manager Julie Fisher, Supervisor Jeff Phelps, Fiscal Services Supervisor Robert Gatt, Mayor Jason Hilliard, Vice President of Operations Gordie Kosch, President & CEO Grant Kosch, Asst. Vice President Andrea Lockwood Alan Lockwood Emily Lockwood Barbara Garbutt Jeanette Justus Barbara Schwartz Moved by Mr. Wilson, supported by Mr. VanderVeen to approve the agenda with the following amendments: Move Item 4-Approval of Minutes to Item 5; Move Item 5-Approval of Agenda to Item 4; add item 7C Introduction -Natural Resources Intern; and change Item 8E to Technical Amendment of Commission Action Taken at 03/7/12 OCPR Commission Meeting. 5-1 (Commission Meeting, April 4, 2012) AYES: Fisher, McCulloch, VanderVeen, Baumhart, Kostin, Lewis, Long, McGillivray, Scott, Wilson (10) NAYS: (0) Motion carried on a voice vote. APPROVAL OF MINUTES: Moved by Mr. McGillivray, supported by Mr. Kostin to approve the minutes from the OCPRC Regular Meeting of March 7, 2012, AYES: Fisher, McCulloch, VanderVeen, Kostin, Long, McGillivray, Scott (7) NAYS: (0) ABSTAIN: Baumhart, Lewis, Wilson (3) Motion carried on a voice vote. PUBLIC COMMENT: Lewis E. Wint Nature Center: Alan Lockwood, of Ortonville, indicated to the Commission that it is disturbing to hear of the closing of the Lewis E. Wint Nature Center. He stated he was disappointed that after the Parks millage was passed, there is expansion and growth in other areas of the parks and funds are being cut at the Nature Center. Mr. Lockwood advised that he wants to know what the Commission's plans are for the Nature Center. Barbara Garbut of Commerce Township, who has worked in outdoor education for over 20 many years, informed the Commission about the large amount of people she has encountered who have had wonderful experiences at the Nature Center. She also expressed that many have obtained careers in the science field due to their association with the Lewis E. Wint Nature Center. She asked the Commission to please don't give up on the Nature Center. Andrea Lockwood, of Ortonville and a teacher at Andersonville Elementary School, asked the Commission why they were spending funds to make improvements at Catalpa Oaks, acquiring the Oakland County Market, parking lot improvements and the Master Plan for Waterford Oaks and cutting funds at the Lewis E. Wint Nature Center. She expressed that it would be a tragedy not to keep the Nature Center Open. Doris Swartz, of Livonia, asked the Commission why they would take funds away from Lewis E. Wint Nature Center and move them to Madison Heights, only to close Wint Nature Center and open Madison Heights Nature Center. She didn't feel the Commission really knew what a gem they have in the Lewis E. Wint Nature Center. Jeanette Justus advised the Commission that she and her grandchildren have attended many programs at the Lewis E. Wint Nature Center and as a result they have all learned a great deal. She praised the staff and the programs. She also encouraged the Commission to come up with ways to get people into the parks and the Nature Center instead of the malls. Ms. Justus asked the Commission about the one- half of the funds that that were taken from the Lewis E. Wint Nature Center -what is the Commission planning to do with those funds? Emily Lockwood asked the Commission why they want to close the Nature Center. She informed them that she felt it was a very good place to learn. She has attended many programs there with her sister and has learned a great deal. She asked the Commission why they would want to close the Nature Center and take the learning opportunity away from them. 5-2 (Commission Meeting, April 4, 2012) Commissioner Fisher thanked those who spoke for their valuable comments and for attending the meeting. In response to a comment from the audience Mr. Fisher indicated there was not a closed session of the Commission to discuss closing the Nature Center. He advised that after they had an opportunity to review the material the Commission would prepare a response for this topic. INTRODUCTION: KOSCH HOSPITALITY LLC: Executive Officer Daniel Stencil introduced Kosch Hospitality Catering representatives Gordie Kosch- CEO, Jason Hilliard -Vice President of Operations, and Grant Kosch-Assistant Vice President of Operation. Kosch is the new concessions vendor for concession operations at the two campgrounds - Addison and Groveland Oaks, Red Oaks and Waterford Oaks Waterparks, and Springfield Oaks Golf Course Grill Room. They thanked the Commission for the opportunity to serve Oakland County Parks and Recreation and the residents of Oakland County. WATERFORD OAKS PARADISE PENINSULA PLAYSCAPE — 2012 MRPA DESIGN AWARD: Michigan Recreation and Parks Association (MRPA) President Sue Wells presented an award to the Commission for the 2012 Outstanding Park Design Award for the Waterford Oaks Paradise Peninsula Playscape from the MRPA. INTRODUCTION -NATURAL RESOURCES INTERN: CHRISTOPHER WASCHER: Natural Resources Planner Brittany Bird introduced the new intern for Natural Resources - Christopher Wascher. He is a student at Central Michigan University in the Recreation, Parks and Leisure Program. Chris will be here for a 30-week internship. He will be working on setting up a fishing event for June 9, 2012, for the youth, to highlight the Upper Bushman area at Independence Oaks -North. CONSENT AGENDA; Moved by Ms. Scott, supported by Mr. McGillivray to approve all items (8 A-E) under the Consent Agenda as follows: • Internal Service & Department Funds Journal Entry Register for Month Ending 02/29/12 (FM05, FY 2012) • Payment Register for Month Ending 02/29/12 (FM05, FY 2012) • Monthly Financial Statement for Month ending 02/29/12 (FM 5, FY 2012) • Monthly Average Comparison Report (MACR) • Contributions Update Report • Purchasing Quarterly Update • Technical Amendment of Commission Action Taken at 03/07/12 OCPR Commission Meeting AYES: Fisher, McCulloch, VanderVeen, Baumhart, Kostin, Lewis, Long, McGillivray, Scott, Wilson (10) NAYS: (0) Motion carried on a voice vote. 5-3 (Commission Meeting, April 4, 2012) MICHIGAN DEPARTMENT OF NATURAL RESOURCES — PHILOSOPHY & VISION — DIRECTOR RODNEY STOKES/RON OLSON, CHIEF OF MDNR PARKS & RECREATION DIVISION: Director Rodney Stokes, of the Michigan Department of Natural Resources (MDNR), made a presentation to the Commission to provide an update on the philosophy and vision of the MDNR. In addition, he also explained their plans for partnering and building relationships with other entities. By combining resources with other governmental units, programs can continue without duplicating services by sharing the cost and the workload. By utilizing this collaboration program, communities can determine who will best provide a particular service within their community. He also outlined the MDNR's top four priorities: 1) Customer Service 2) Recreation Passport Program 3) Get More People Outdoors and Away From Electronics and 4) Growth of Natural Resources Forestry. Director Stokes also informed the Commission on the MDNR's plans for repurposing land for uses that are more in demand now than in previous years. Chief of MDNR Parks and Recreation Division Ron Olson updated the Commission on the Recreation Passport Program with the State of Michigan. In addition, he informed the Commission on the other programs available through the MDNR including: Recreation 101 and 102 programs; Perks Partners; First Time Campers Program through Gander Mountain; geo-caching; plans for linking trails together within Michigan; hunting, fishing and wildlife programs; beginning kayaking; fiat bottom boat launching; Pure Michigan local tourism programs; partnership programs with local Michigan grown businesses; and Friends group and volunteering programs. RESIDENTIAL PROPERTY LEASE - ADDISON OAKS PHILABAUM LEASE: Moved by Mr. Wilson, supported by Mr. Scott, to adopt the following resolution approving the Residential Lease for Ken Philabaum for the Addison Oaks Residential Property located 1480 West Romeo Road, Leonard, MI for a 5-year term effective May 1, 2012: WHEREAS, the County of Oakland is the owner of Addison Oaks County Park; and WHEREAS, a 1600-square foot house, identified as 1480 West Romeo Road, Leonard, MI 48367, is located on the grounds of Addison Oaks County Park; and WHEREAS, it is the desire of the Oakland County Parks and Recreation Commission to lease said house located at 1480 West Romeo Road, Leonard, MI 48367 to Philabaum for a period commencing May 1, 2012 through December 31, 2017; and WHEREAS, under the terms and conditions of the attached Lease Agreement Ken Philabaum will pay rent as follows: May 1, 2012 — December 31, 2012 $595.00 per month January 1, 2013 — December 31, 2013 $607.00 per month January 1, 2014 — December 31, 2014 $619.00 per month January 1, 2015 — December 31, 2015 $631.00 per month January 1, 2016 — December 31, 2016 $644.00 per month January 1, 2017 — December 31, 2017 $657.00 per month each month and pay all utility costs; and WHEREAS, it is the recommendation of the Oakland County Parks and Recreation Commission and the Department of Facilities Management that the Oakland County Board of Commissioners accept and approve the terms and conditions of the attached Lease Agreement. 5-4 (Commission Meeting, April 4, 2012) NOW THEREFORE BE IT RESOLVED that the Oakland County Parks and Recreation Commission hereby recommends the Oakland County Board of Commissioners approve and authorize the attached Lease Agreement between the County of Oakland and Ken Philabaum. BE IT FURTHER RESOLVED that the rent amount received be deposited in the Oakland County Parks and Recreation Rental House Revenue fund line item. AYES: Fisher, McCulloch, VanderVeen, Baumhart, Kostin, Lewis, Long, McGillivray, Scott, Wilson (10) NAYS: (0) Motion carried on a voice vote. SPRINGFIELD OAKS PARK — WATER MAIN EXTENSION FOR COMMUNITY GARDEN PARTNERSHIP WITH O.C. COMMUNITY CORRECTIONS: Moved by Mr. McCulloch, supported by Mr. VanderVeen, to approve the advance of the original FY2015 budget of $35,000 for the Springfield Oaks Water Main Extension for Community Service Garden Partnership with Oakland County Community Corrections to FY2012, with a $9,350 budgetary adjustment, for a total project amount of $44,350; and to approve a transfer of $44,350 from the approved FY2012 Capital Improvement Plan Contingency to the CIP Project, Water Main Extension; and to approve a transfer of up to $1,500, if required, at the close of FY2012 for the necessary soil amendments and materials for operation of the Community Service Garden. AYES: Fisher, McCulloch, VanderVeen, Baumhart, Kostin, Lewis, Long, McGillivray, Scott, Wilson (10) NAYS: (0) Motion carried on a voice vote. PURCHASE REPLACEMENT GOLF CARTS — SPRINGFIELD OAKS WHITE LAKE OAKS LYON OAKS, GLEN OAKS: Larry Gee, Chief of Parks Operations and Maintenance for the South District, presented a proposal to purchase 40 new replacement golf carts which will be placed at four of the five Oakland County golf courses. This bid includes a trade-in value of $43,000, which will reduce the total cost for these carts to $119,000. Moved by Mr. Wilson, supported by Mr. Scott, to award the bid for forty (40) replacement golf carts to Midwest Golf & Turf at the purchase price of $119,000, which includes a trade-in value of $43,000. AYES: Fisher, McCulloch, VanderVeen, Baumhart, Kostin, Lewis, Long, McGillivray, Scott, Wilson (10) NAYS: (0) Motion carried on a voice vote. WETLAND MITIGATION BANKER SERVICES: Brittany Bird, Natural Resources Planner, provided the Commission with an update on the status of the bid process for the Addison Oaks Wetland Mitigation Banker Services. After reviewing the bids submitted with MDEQ and the EPA, it was determined that no viable site has yet been identified. It was recommended that staff continue to work with Niswander to complete a GIS-based analysis of all Oakland County Parklands, at no cost to OCPRC, to identify sites for a location of an MDEQ Pilot Wetland Mitigation Banking Project. If a qualifying site is identified, that information will be presented to the Commission at a future meeting for approval to award the contract. 5-5 (Commission Meeting, April 4, 2012) Moved by Mr. Scott, supported by Mr. Wilson, in concurrence with County Purchasing, to continue to work with Niswander Environmental, LLC to identify alternative wetland mitigation banking sites in the Oakland County Parks for the purposes of securing a contract for Wetland Mitigation Banker Services which will be subject to consideration at a future OCPR Commission meeting, and that this action does not allow for compensation to Niswander to do this exercise, nor does it guarantee that the contract will be approved with Niswander. AYES: Fisher, McCulloch, VanderVeen, Baumhart, Kostin, Lewis, Long, McGillivray, Scott, Wilson (10) NAYS: (0) Motion carried on a voice vote. OTHER POWER DRIVEN MOBILITY DEVICES POLICY: Parks and Recreation Planning Supervisor Jon Noyes provided an overview of a proposed policy on Other Power Driven Mobility Devices (OPDMD). An OPDMD is essentially any type of motorized device used by a person with a disability to get them to locations they could not otherwise get to without the assistance of the device. This policy is being proposed due to the revisions to the Americans with Disabilities Act requirements and addresses access into the parks. This policy will define how the OCPR facilities will be used. The Commission requested an opportunity to have more time to review this policy. In addition, it was requested that if any Commissioners have any questions or need any clarifications on this policy to please submit them to Executive Officer Daniel Stencil. PROPOSAL TO HOST SPECIAL PARK DISTRICTS FORUM — 2015: Moved by Mr. McCulloch, supported by Mr. Lewis to approve Oakland County Parks and Recreation hosting the Special Park Districts Forum in 2015 in partnership with Huron Clinton Metropolitan Authority, subject to HCMA's approval of its participation. AYES: Fisher, McCulloch, VanderVeen, Baumhart, Kostin, Lewis, Long, McGillivray, Scott, Wilson (10) NAYS: (0) Motion carried on a voice vote. ACTIVITY REPORT: The Activity Report for March 2012 (FM06, FY 2012) was received and filed. EXECUTIVE OFFICER'S REPORT: In addition to the items in the Executive Officer's Report filed in the agenda, the following information was noted: - Catalpa Oaks Groundbreaking/Great Marshmallow Drop, Friday, April 6, 2012 at 10:00 a.m. - Staff reported that as part of the Wayne State University Urban Coyote Study project, an adult male coyote was collared and released at Waterford Oaks. The coyote will be monitored over the next several months to evaluate diet and travel patterns - The Slidewinder Mat Waterslide at Waterford Oaks has been demolished. Staff is working with the contractor to ensure that as much of the material as possible is recycled. - In honor of the 100`h anniversary of the donation of the Yoshino Cherry Trees in Washington D.C., an event is planned to commemorate this anniversary at Glen Oaks on May 9 at 6:00 p.m. - The drafts of the Master Plans are now online at destinationoakland.com - April 18, 2012 Commission meeting will be for a budget study work session. 5-6 (Commission Meeting, April 4, 2012) OLD BUSINESS: There was no old business to address. NEW BUSINESS: - In response to a question from Commissioner Long, staff provided the Commission with information regarding the use of the mobile recreation vehicles. - Seasonal Program Specialist Susana Ditters provided an update on the Greenhouse and the Community Gardens. - At the request of Commissioner McGillivray, Executive Officer Daniel Stencil provided the Commission with an update on the County Market parking, uses, timelines, marketing, signage and proposed programs. - A subcommittee of the Commission was created for the purpose of reviewing the transition and scope of the Oakland County Market. - Staff provided the Commission with an update on the status of the demolition of the waterslide at Waterford Oaks. As many materials as possible are being recycled. ADJOURNMENT: Meeting adjourned at 10:45 a.m. J. David VanderVeen, Secretary Vicky Valko, Recording Secretary 5-7 ;',QMLANDCOUNTYPAPJ S Find uson%cebooktomfocparks f .TUNE 6, 2012 AGENDA ITEM NO. 7 A ADMINISTRATION/PLANNING To: Chairman Fisher and Commission Members From: Daniel J. Stencil, Executive Officer Jon Noyes, Planning Supervisor Donna Folland, Project Advisor for Planning Submitted: May 31, 2012 Subject: Public Hearing — Proposed Waterford Oaks Park Master Plan Concepts INTRODUCTION AND HISTORY We have scheduled and advertised a public hearing on the Proposed Waterford Oaks Park Master Plan Concepts. This is to provide the public the opportunity to provide the Commission input on this proposed master plan. Planning Supervisor Jon Noyes and Project Advisor for Planning Donna Folland will also be present to provide any additional input or answer any questions received from the Commission or the public. 7 A-1 /N�C�UNpKs Find us on facebook.com/ocparks OAKLAND COUNTY PARKS & RECREATION COMMISSION AGENDA To: Chairman Fisher and Commission Members From: Daniel J. Stencil, Executive Officer; Brian Menghini, Fiscal Services Supervisor 11 Submitted: May 18, 2012 Subject: Consent Agenda — OCPR Payment Approval Summary & Monthly Financial Statements 7. A. PAYMENT APPROVAL SUMMARY * Internal Service and Department Funds Journal Entry Register: April, 2012 (FM 7, FY 2012) 816,398.42 * Voucher Payment Register: April, 2012 (FM 7, FY 2012) 490,564.40 TOTAL $1,306.9_, 62.82 * Back-up information is available for review. 7. B. MONTHLY FINANCIAL STATEMENTS April, 2012 (FM 7, FY 2012) 8A1 OAKLAND COUNTY PARKS AND RECREATION COMMISSION COMBINED STATEMENT OF OPERATIONS FM7FY2012 (FOR MONTH ENDING 4/30/12) 2012 YEAR TO (OVER), % OF REVENUE BUDGET DATE UNDER BUDGET BUDGET ADMINISTRATIVE SERVICES: Millage Tax $11,684,000.00 $11,715,394.30 ($31,394.30) 100.3% Other 255,525.00 714.63 254,810.37 0.3% GLEN OAKS GOLF COURSE 986,540,00 349,732.43 636,807.57 35.5% LYON OAKS GOLF COURSE 1,167,000.00 401,618.55 765,381.45 34.4% RED OAKS GOLF COURSE 381,500.00 106,473.73 275,026.27 27.9% SPRINGFIELD OAKS GOLF COURSE 743,174,00 201,526.76 541,647.24 27.1% WHITE LAKE OAKS GOLF COURSE 834,503.00 249,333.69 585,169.31 29.9% WATERFORD OAKS COUNTY MARKET 67,214,00 0.00 67,214.00 0.0% INDEPENDENCE OAKS NATURE CENTER 32,300.00 15,540.31 16,759.69 48.1% ADDISON OAKS 423,580,00 119,462.50 304,117.50 28.2% ADDISON OAKS CONFERENCE CENTER 124,000.00 33,777.88 90,222.12 27.2% GROVELAND OAKS 695,152.00 53,890.06 641,261.94 7.8% HIGHLAND OAKS 3,000.00 1,190.00 1,810.00 39.7% INDEPENDENCE OAKS 285,388.00 100,394.53 184,993.47 35.2% LYON OAKS 92,900.00 46,435.00 46,465.00 50.0% ORION OAKS 104,500.00 54,443.00 50,057.00 52.1% RED OAKS DOG PARK 47,000.00 19,489.00 27,511,00 41.5% ROSE OAKS 2,000.00 0.00 2,000.00 0.0% SPRINGFIELD OAKS ACTIVITY CENTER/PARK 71,319.00 51,945.16 19,373.84 72.8% WATERFORD OAKS ACTIVITY CENTER/PARK 50,629.00 36,367.84 14,261.16 71.8% RECREATION PROGRAMS & SERVICES 227,665.00 106,166.88 121,498.12 46.6% CATALPA OAKS 10,000.00 0.00 10,000,00 0.0% RED OAKS WATERPARK 992,750.00 27,867.92 964,882.08 2.8% WATERFORD OAKS BMX COMPLEX 21,475.00 1,598.25 19,876.75 7.4% WATERFORD OAKS TOBOGGAN COMPLEX 5,000.00 2,510.00 2,490.00 50.2% WATERFORD OAKS WATERPARK 734,400.00 7,755.60 726,644.40 1.1% TOTAL REVENUE $20,042,514.00 $13,703,628.02 $6,338,885.98 68.4% EXPENSES ADMINISTRATIVE SERVICES $5,427,313.00 $2,597,125.28 $2,830,187.72 47.9% FISCAL SERVICES ADMINISTRATION 166,079.00 74,473.60 91,605.40 44.8% FISCAL SERVICES PARKS & REC 265,694.00 122,512.66 143,181.34 46.1% GLEN OAKS GOLF COURSE 1,023,139.00 543,039.20 480,099.80 53.1% LYON OAKS GOLF COURSE 1,838,709.00 771,005.54 1,067,703.46 41.9% RED OAKS GOLF COURSE 651,735.00 276,018.48 375,716.52 42.4% SPRINGFIELD OAKS GOLF COURSE 824,646.00 274,007.82 550,638.18 33.2% WHITE LAKE OAKS GOLF COURSE 971,112.00 394,143.96 576,968.04 40.6% WATERFORD OAKS COUNTY MARKET 67,214.00 0.00 67,214.00 0.0% INDEPENDENCE OAKS NATURE CENTER 234,400.00 168,613.59 65,786.41 71.9% ADDISON OAKS 1,318,780.00 572,418.47 746,361.53 43.4% ADDISON OAKS CONFERENCE CENTER 219,890.00 82,926,37 136,963.63 37.7% GROVELAND OAKS 1,201,577.00 368,961.60 832,615.40 30.7% HIGHLAND OAKS 68,906.00 16,356.42 52,549.58 23.7% INDEPENDENCE OAKS 921,846.00 407,020.68 514,825.32 44.2% LYON OAKS 306,262.00 171,452.84 134,809.16 56.0% ORION OAKS 176,142.00 60,862.69 115,279.31 34.6% RED OAKS DOG PARK 120,893.00 34,740.76 86,152.24 28.7% ROSE OAKS 58,891.00 16,133.51 42,757.49 27.4% SPRINGFIELD OAKS ACTIVITY CENTER/PARK 393,347.00 156,999.57 236,347.43 39.9% WATERFORD OAKS ACTIVITY CENTER/PARK 754,694.00 251,104.89 503,589.11 33.3% RECREATION PROGRAMS & SERVICES 1,162,172.00 435,176.51 726,995.49 37.4% CATALPA OAKS 137,309.00 17,355.02 119,953.98 12.6% RED OAKS WATERPARK 1,256,974.00 282,521.14 974,452.86 22.5% WATERFORD OAKS BMX COMPLEX 65,212.00 14,993.60 50,218.40 23.0% WATERFORD OAKS TOBOGGAN COMPLEX 182,340,00 90,514.73 91,825.27 49.6% WATERFORD OAKS WATERPARK 1,032,458.00 278,626,18 753,831.82 27.0% FACILITIES & MAINTENANCE 1,238,080.00 563,631.50 674,448.50 45.5% CONTINGENCY/INTERNAL SERVICE CHARGES* 1,088,400.00 108,686.36 979,713.64 N/A TOTAL EXPENSES $23,174,214.00 $9,151,422.97 $14,022,791.03 39.5% REVENUE OVER/(UNDER) EXPENSES ($3,131,700.00) $4,552,205.05 ($7,683,905.05) 2012 2011 2010 2009 ACTUAL REVENUE TO DATE: 68.4% 58.3% 58.7% 70.0% BUDGET BALANCE: 31.6% 41.7% 41.3% 30.0% ACTUAL EXPENSE TO DATE: 39.5% 37.7% 36.9% 38.3% BUDGET BALANCE: 60.5% 62.3% 63.1% 61,7% *CONTINGENCY YTD FIGURE: INTERNAL SERVICE FUNDS PAYMENTS IN TRANSIT. (Page 1 of 3) 8 B-1 OAKLAND COUNTY PARKS AND RECREATION COMMISSION COMBINED STATEMENT OF OPERATIONS FM 7, FY 2012 (FOR MONTH ENDING 4/30/12) CONTINGENCY: BUDGET AMENDMENTS CONTINGENCY: PENDING $134,610 to Addison Oaks Conference Center Building Maintenance (OCPRC Dec.) $3,700 to Springfield Oaks Rental Property Maintenance (OCPRC Dec.) OTHER: BUDGET AMENDMENTS $67,214 Revenue and Expense to Waterford Oaks County Market (OCPRC Feb./Posted Mar.) OTHER: PENDING (Page 2 of 3) 8 B-2 OAKLAND COUNTY PARKS AND RECREATION COMMISSION COMBINED STATEMENT OF OPERATIONS REVENUE AND EXPENSE COMPARISON FM 7, FY 2012 (FOR MONTH ENDING 4/30/12) PARK ADMINISTRATIVE SERVICES: ADMINISTRATIVE SERVICES (Inc. Tax Revenue) 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 COUNTY MARKET: WATERFORD OAKS COUNTY MARKET COUNTY MARKET 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 RED OAKS DOG PARK ROSE OAKS SPRINGFIELD OAKS ACTIVITY CENTER/PARK WATERFORD OAKS ACTIVITY CENTER/PARK PARKS SUB -TOTAL RECREATION: RECREATION PROGRAMS & SERVICES CATALPA OAKS RED OAKS WATERPARK WATERFORD OAKS BMX COMPLEX WATERFORD OAKS TOBOGGAN COMPLEX WATERFORD OAKS WATERPARK RECREATION SUB -TOTAL YEAR TO DATE YEAR TO DATE REVENUE EXPENSE $11,716,108.93 0.00 0.00 11,716,108.93 349,732.43 401,618.55 106,473.73 201,526.76 249,333.69 1,308,685.16 REVENUE OVER (UNDER) EXP. $2,597,125.28 $9,118,983.65 74,473.60 (74,473.60) 122,512.66 (122 512.66) 2,794,111.54 8,921,997.39 543,039.20 771,005.54 276,018.48 274,007.82 394,143.96 2,258,215.00 (193,306.77) (369,386.99) (169, 544.75) (72,481.06) (144,810.27) (949,529.84) 0.00 0.00 0.00 0.00 0.00 0.00 15,540.31 168,613.59 (153,073.28) 15,540.31 168,613.59 (153,073.28) 119,462.50 33,777.88 53,890.06 1,190,00 100,394.53 46,435,00 54,443.00 19,489.00 0.00 51,945.16 36,367.84 517,394.97 106,166.88 0.00 27,867.92 1,598.25 2,510.00 7,755.60 145,898.65 572,418.47 82,926.37 368,961.60 16,356.42 407,020.68 171,452.84 60,862.69 34,740.76 16,133.51 156,999.57 251,104.89 2,138,977.80 435,176.51 17,355.02 282,521.14 14,993.60 90,514.73 278,626.18 1,119,187.18 (452,955.97) (49,148.49) (315,071.54) (15,166.42) (306,626,15) (125,017.84) (6,419.69) (15,251.76) (16,133.51) (105, 054.41) (214,737.05) (1,621,582.83) (329,009.63) (17,355.02) (254,653.22) (13,395.35) (88,004.73) (270,870.58) (973,288.53) FACILITIES & MAINTENANCE: FACILITIES & MAINTENANCE 0.00 563,631.50 (563,631.50) FACILITIES & MAINTENANCE SUB -TOTAL 0.00 563,631.50 (563,631.50) CONTINGENCY/INTERNAL SERVICE CHARGES* 0.00 108,686.36 (108,686.36) TOTAL $13,703,628.02 $9,151,422.97 $4,552,205.05 'CONTINGENCY YTD FIGURE: INTERNAL SERVICE FUNDS PAYMENTS IN TRANSIT. See the Oakland County website's "Transparency in Government -Monthly Financials" to view the latest monthly Financial Statement detail by each departments' budget units: Log on the www.oakqov.com/fiscaf/info pub/monthlyreports.html Click on "View the Monthly Financials and Quarterly Forecast" hyperlink on the bottom of the page Click on "Parks and Recreation" hyperlink within the list Click on each of the Parks and Recreation monthly financial reports you are interested in viewing Or do a search for "Monthly Financials" (Page 3 of 3) 8 B-3 Oakland County Parks and Recreation Commission Comparison of FY 2012 Actuals with 5-Year Average Actuals and the FY 2012 Adopted Budget rvovemoer 1 uecemoer 1 January February I .March I April - May June July August September CUMULATIVE REVENUES: _..... _. .. . 5-YEAR AVERAGE REVENUE Percentage of Total $ 347,207 $ 149,312 $ 1,735,663 $ 5,567,990 $ 4,509,065 $ 2,502,280'. $ 1,167,090 $ 1,235,921 $ 1,398,320 $ 1,936,483 $ 1,556,098 $ 2,133,058 $24,238,48-, _ .. _..... _ 1.43% .... 0.62% Z16% 22.97% 16.60% 10.32%.. 4.82% 5.10%... 5.77% 7.99% 6.42% - 8.80% 1009/1 FY2012 Adopted Budget/Alottment $ 19,975,300 $286,238 $123,051 $1,430,386 $4,588,664 $3,715,988 $2,062,166 $961,816 $1,018,541 $1,152,376 $1,595,884 $1,282,404 $1,757,885 FY 2012 Actuals _ $184,765 $148,802 $1,521,187 $5,159,496 $3,045,757 $2,412,594 $1,231,026 _ - -- $13,703,62E Average Revenue Over/(Under).. ($101,373) _.. $25,751... $90,802 $570,831 ($670,231) $350,428- $269,210 _ $535,41E EXPENSES: ........ 5-YEAR AVERAGE EXPENSE Percentage of Total $1,358,250 $1,294,008 $1,584,581 $1,277,151 $1,194,100 $1,641,038 $1,496,298 $1,863,166 $2,418,331 $2,264,730 $2,190,681 $2,300,827 $20,883,16( _ _ _.6.50% 6.20% 7.59% 6.12% 5.72% 7.86% 7.17% _...8,92% 11.58% 10.84% 10.49% - 11,02% 100% FY2012 Adopted Budget/Alottment $ 23,107,000 $1,502,889 $1,431,806. $1,753,322 $1,413,155 $1,321,259 $1,815,791_ $1,655,638 $2,061,574 $2,675,858 $2,505,900 $2,423,966 $2,545,841 FY 2012 Actuals $1,261,533 $1,175,672 $1,396,150 $1,232,647 $1,115,946 $1,638,153- $1,331,323 - $9,151,423 Average Expenses (Over)/Under _. $241,356 $256,134 $357,272 $180,508 $205,313 $177,639 $324,316 - ...... $1,742,438 Average Overall Favorability/(Unfavorabilitv) S13Q.4RR bni uaA -1 o-rn t- ... ,c— —, .....,. ,.... .___ ___ - -- Financial Highlight Note: Property Tax Levy received through 4/30/2012 is $11,702,660; $48,600 higher than the budgeted. 00 n OAKLAND COUNTY PARKS & RECREATION COMMISSION (50800) OPERATING REVENUE OPERATING EXPENSE NET OPERATING INCOME (LOSS) NON -OPERATING REVENUE (EXPENSE) COUNTY AKLAND FY 2012 SECOND QUARTER REPORT ENTERPRISE FUND PARKS & RECREATION ADOPTED AMENDED FY2012 VARIANCE BUDGET BUDGET FORECAST FAV/(UNFAV) PERCENT $ 8,291,300.00 $ 8,358,514.00 $ 8,358,514.00 $ 0.00% $ 23,107,000.00 $ 23,174,214.00 $ 23,174,214.00 $ 0.00% $ (14,815,700.00) $ (14,815,700.00) $ (14,815,700.00) $ 0.00% $ 11,684,000.00 $ 11,684,000.00 $ 11,684,000.00 $ 0.00% TOTAL INCOME BEFORE TRANSFERS $ (3,131,700.00) $ (3,131,700.00) $ (3,131,700.00) $ TRANSFERSIN $ - $ $ CAPITAL IMPROVEMENT PROGRAM $ $ $ $ - TOTAL NET INCOME (LOSS)` $ (3,131,700.00) $ (3,131,700.00) $ (3,131,700.00) $ TOTAL NET ASSETS - BEGINNING $ 98,188,963.00 TOTAL NET ASSETS - ENDING $ 95,057,263.00 0.00% EXPLANATION OF SIGNIFICANT VARIANCES 5/31 /2012 �. , �* OAKLAND COUNTY PARKS & RECREATION COMMISSION AGENDA .TUNE 6, 2012 AGENDA ITEM NO. 8 E FISCAL SERVICES To: Chairman Fisher and Commission Members From: Daniel J. Stencil, Executive Officer; Jeff Phelps, Supervisor II — Fiscal Services Submitted: May 31, 2012 Subject: Budget Amendment - Hospitalization/Fringe Benefit Fund INTRODUCTION AND HISTORY Effective January 1, 2012, the rates charged for active employee health care were reduced by 10% due to favorability in the Fringe Benefit Fund for hospitalization/prescriptions expenses. A budget amendment is pending from the Fringe Benefit Fund to reflect the reduced rates. This has resulted in a countywide decrease of $6,100,000 to the department expenditure account 722780 Hospitalization. Proprietary Fund analysts will need to review their fund budgets and either reduce account 665882 Planned Use of Balance if they have a budget there or the offset will be an increase to 796500 Budgeted Equity Adjustments. The budget amendment journal will be posted after the second quarter forecast resolution is adopted. STAFF RECOMMENDATION It is recommended that the Commission approve the budget amendment to reflect the adjustment for the actual active employee health care costs for the current FY 2012. MOTION Move to approve the budget amendment in the amount of $117,400 to reflect the adjustment for the reduction in actual active employee health care costs for the current FY 2012. 8 E-1 FY2012 Budget Amendment to Reflect 10 % Reduction in Hospitalization Department-7 5060201 I Dept-Descr-7 PR Capital Program I Program Descr Account Acct Descr FY 2012 Amend Bud (BUDGET) Percent of Total I AMENDMENT I FY2012 Amended Budget (Revised) Improvement 160900 Capital Improvements 665882 Planned Use of Balance $ 3,131,700 $ 118,800.00 $ 3,012,900.00 1020601 Fiscal Services Administration 182040 Financial Planning 722740 Fringe Benefits $ 1020658 Fiscal Services Parks and Rec 182080 Financial Reporting 722740 55,243 1,98% $ (2,400.00) $ 52.843.00 1020658 Fiscal Services Parks and Rec 182050 Transaction Processing 722740 Fringe Benefits $ 32,478 1.16% $ 1,400.00 ( ) $ 31 ,.00 5060101 PR Administrative Services 160000 General Services Admin Svcs 722740 Fringe Benefits Fringe $ 58,221 2.08% $ (2,500.00) $ 55 55,721727.00 5060326 PR White lake Oaks Golf 160010 General Services Golf Benefits $ 1,095,054 39.19% $ (46,100.00) $ 1,048,954.00 5060327 PR Glen Oaks Golf 160010 General Services Golf 722740 Fringe Benefits $ 89,265 3.20% $ (3,800.00) $ 85,465.00 S060328 PR Red Oaks Golf 160010 General Services Golf 722740 Fringe Benefits $ 119,039 4.26% $ (5,100.00) $ 113,939.00 5060330 PR Springfield Oaks Golf 160010 General Services Golf 722740 Fringe Benefits $ 68,992 2.47% $ 900.00 , 2 ( ) $ 5060356 PR Lyon Oaks Goff 160010 General Services Golf 722740 Fringe Benefits $ 82,873 2.97% $ 3,500.00 $ ( ) 79,373.00 5060650 PR Nature Program 160050 General Services Nature 722740 fringe Benefits $ 123,080 4.58% $ (5,400.00) $ 22,680.00 122,680.00 5060715 PR Addison Oaks Park 160070 General Services Parks 722740 Fringe Benefits $ 41,289 1.48% $ (1,800.00) $ 39,489.00 5060717 PR Addison Oaks Conference Ctr 160070 General Services Parks 722740 Fringe Benefits $ 130,772 4.68% $ (5,500,00) $ 125,272.00 5060720 PR Groveland Oaks Park 160070 General Services Parks 722740 Fringe Benefits $ 11,734 0,42% $ (500.00) $ 11,234.00 5060724 PR Orion Oaks Park 160070 General Services Parks 722740 722740 Fringe Benefits $ 82,655 2.96% $ (3,500.00) $ 79,156.00 5060725 PR Independence Oaks Park 160070 General Services Parks Fringe Benefits $ 13,126 0.47% $ (600.00) $ 12,526.00 5060729 PR Red Oaks Dog Park 160070 General Services Parks 722740 Fringe Benefits $ 106,575 3.81% $ (4,500.00) $ 102,075,00 5060732 PR Springfield Oaks Activity 160070 General Services Parks 722740 722740 Fringe Benefits $ 7,642 0.27% $ (400.00) $ 7,242.00 5060735 PR Waterford Oaks Activity Ctr 160210 General Services Rec Fringe Benefits $ 22,053 0.79% $ 000.00 , 1 ( ) $ ,079.00 5060735 PR Waterford Oaks Activity Ctr 160070 General Services Parks 722740 722740 Fringe Benefits $ 30,579 0.38% $ 500.00 $ ( ) 1 5060755 PR Lyon Oaks Park 160070 General Services Parks Fringe Benefits $ 40,300 1.44% $ (1,700.O0) $ 38,600.00 38,600.00 5060760 PR Rose Oaks Park 160070 General Services Parks 722740 Fringe Benefits $ 12,151 0.43% $ (600.00) $ 11,551.00 5060765 PR Highland Oaks Park 160070 General Services Parks 722740 Fringe Benefits $ 346 0,01% $ (100.00) $ 246.00 5060805 PR Rec Programs and Services 160210 General Services Rec 722740 722740 Fringe Benefits $ 346 0.01% $ (100.O0) $ 246.00 5060831 PR Red Oaks Waterpark 160210 General Services Rec Fringe Benefits $ 183,369 6,56% $ (7,800.00) $ 175,569.00 5060837 PR Waterford Oaks Waterpark 160210 General Services Rec 722740 722740 Fringe Benefits $ 70,741 2,53% $ (3,000.00) $ 67,741.00 5060845 PR Bicycle Motor Cross 160210 General Services Rec 722740 Fringe Benefits $ 46,943 1,68% $ 000.00 , 2 ( ) $ 4,4.00 5060870 PR Catalpa Oaks 160210 General Services Rec Fringe Benefits $ 3,744 0.13% $ (200.00) $ 3,544.00 5060910 PR Facilities and Maintenance 160430 General Services Fac and Maint 722740 722740 Fringe Benefits $ 5,921 0.21% $ (300.00) $ 5,621.00 Fringe Benefits $ 274,339 9.82% $ (11,600.00) $ 262,739.00 $ 2,793,870 100.00% $ (118,800.00) $ 2,675,070.00 Do m N Hospitalization actual as of 3/31/2012 $ 791,559.12 Average Monthly Hospitalization (6 months) $ 131,926.52 $ 10% Reduction in Monthly Hospitalization $ 13,192.65 Number of Months Hospitalization Reduction 9 Total Hospitalization Reduction $ 118,733.87 Hospitalization Amendment Round -Up Amount $ 117,400.00 OAKLAND COUNTY PARKS & RECREATION COMMISSION AGENDA JUNE 6, 2012 AGENDA ITEM NO. 9 A FACILITIES MAINTENANCE - PROJECT UNIT To: Chairman Fisher and Commission Members From: Daniel J. Stencil, Executive Officer; Michael J. Donnellon, Jr., Chief of Park Facilities Maintenance & Development Submitted: May 31, 2012 Subject: Approval — Highland Oaks Septic Field Replacement INTRODUCTION AND HISTORY Since February 2012, staff have been pumping out the existing septic tank located at the Highland Oaks Park Residence, due to a failed gravity feed septic tile field. Upon confirming field failure by our septic pumping company, staff proceeded to apply for a new septic permit with the Oakland County Health Department. The perk tests identified a new septic field location as shown on the attached aerial drawing. This new location will require the installation of a pump chamber near the existing septic tank. Staff proceeded to meet with our Blanket (Annual) Contractor, Ahern Construction, Inc. to obtain a quote to install the following OCPRC supplied materials: • Pump Chamber & Pipe $1,600.00 • Septic Field Pipe and Stone $3,500.00 • Ahern Construction $11,200.00 Sub -Total $16,300.00 5% Contingency $815.00 Total $17,115.00 Since this replacement was unforeseen and not budgeted, staff is required to obtain Commission approval before proceeding. ATTACHMENTS - Aerial Location Map STAFF RECOMMENDATION The staff recommends approval to proceed with the installation of the replacement septic field and pump chamber for a total approved amount of $17,115. Staff may need to transfer this amount from Operating Contingency at the end of the fiscal year since this park has a limited Grounds Maintenance budget. MOTION Move to approve proceeding with the installation of the replacement septic field and pump chamber at Highland Oaks County Park in the amount of $17,115, 9 A-1 ,, L � �r y _ , � ' �, 1 }�,�' t� l �' �. �� .,. � � jIy ��.' +. 4 � � I f�' r ` A � 'b - t� grti" t� �'� } ,• tz t /1!0 {. f o S c q, � � OAKLAND COUNTY PARKS & RECREATION COMMISSION AGENDA .TUNE 6, 2012 AGENDA ITEM NO. 9 B PLANNING To: Chairman Fisher and Commission Members From: Daniel J. Stencil, Executive Officer; Donna Folland, Project Advisor for Planning; Jon Noyes, Planning Supervisor Submitted: May 23, 2012 Subject: Red Oaks Master Plan Concepts INTRODUCTION AND HISTORY Date Description Action May 2, 2012 Staff provided the Commission with background No Action Commission Meeting information on the Red Oaks Master Plan. ATTACHMENTS There are no attachments. The materials listed in the table below will be provided to the Commission at the June 6, 2012, Commission Meeting for review prior to the July 11, 2012, Commission Meeting. STAFF RECOMMENDATION The following actions are planned: Park Document June 6, 2012 July 11, 2012 Chapter 2: Park Informational Conceptual Approval of the Red Oaks Master Park Vision and Vision Facility Concepts, enabling staff to solicit public comment Chapter 3: Facility Red Oaks Informational Conceptual Approval of the Red Oaks Master Park Vision and Concepts Facility Concepts, enabling staff to solicit public comment Chapter 10: Preliminary Park Informational NA Business Plan MOTION No action is requested at the June 6, 2012, Commission Meeting. s OAKLAND COUNTY PARKS & RECREATION COMMISSION AGENDA .TUNE 6, 2012 AGENDA ITEM NO. 9 C ADMINISTRATION To: Chairman Fisher and Commission Members From: Daniel J. Stencil, Executive Officer Sue Wells, Manager of Parks & Recreation Operations Submitted: May 31, 2012 Subject: Red Oaks Nature Center — Proposed Lease INTRODUCTION AND HISTORY Contingent upon review from Corporation Counsel and the City of Madison Heights, the proposed lease for Red Oaks Nature Center will be emailed to the Commission on Monday, June 4, 2012. We are just waiting on a few changes to the lease. The lease must also be approved by the State because Michigan Department of Natural Resources funds were used for the Red Oaks Nature Center project, This approval from the State must be received before the execution of the lease. The City of Madison Heights has sent a draft of the lease to the State of Michigan for their review. STAFF RECOMMENDATION If all approvals have been received, and all items of concern regarding the Lease with the City of Madison Heights on the proposed Lease Agreement have been addressed to the Commission's satisfaction, it would be appropriate to adopt the proposed Resolution approving Lease Agreement with the City of Madison Heights for the Red Oaks Nature Center. MOTION Move to adopt the proposed resolution approving the proposed Lease Agreement with the City of Madison Heights for the Red Oaks Nature Center. 9 C-1 RESOLUTION GEORGE W. SUAREZ FRIENDSHIP WOODS/ RED OAKS NATURE CENTER LEASE WHEREAS, the Oakland County Parks and Recreation Commission is interested in entering into a lease with the City of Madison Heights to maintain and operate the George W. Suarez Friendship Woods, including the Red Oaks Nature Center; and WHEREAS, the parcel is contiguous to the Red Oaks Golf Course in Madison Heights; and WHEREAS, the residents of Oakland County will be the benefactors of this lease; and WHEREAS, the funding to maintain and operate this facility is allocated in the Oakland County Parks and Recreation Commission Operating Budget; and WHEREAS, said lease, which was developed by Oakland County Corporation Counsel, Park staff, and City of Madison Heights officials, is for a period of 25 years; and WHEREAS, said lease, which is between the County of Oakland and the City of Madison Heights, is for the amount of $1 annually. NOW THEREFORE BE IT RESOLVED that the Oakland County Parks and Recreation Commission hereby recommends the Oakland County Board of Commissioners approves and accepts the terms and conditions of the lease. Moved by Supported by Date: 9 C-2 OAKLAND COUNTY PARKS & RECREATION COMMISSION AGENDA JUNE 6, 2012 AGENDA ITEM NO. 9 D ADMINISTRATION To: Chairman Fisher and Commission Members From: Daniel J. Stencil, Executive Officer Stephanie S. Mackey, Business Development Representative for Organizational Development Submitted: May 31, 2012 Subject: 2012 Policy Audit INTRODUCTION AND HISTORY In accordance with the "Development of a Policy" policy, staff has conducted a review of all policies. Commission members are asked to review each policy and bring questions/comments to the June 6 meeting for discussion. Revisions will be made based on Commissioner input, and the approval of revised policies will be requested at the July 11, 2012 meeting. ATTACHMENTS Each policy and a high level summary of recommended changes are listed below for review. The pages that follow include: 1. A list of detailed changes by policy 2. Copies of the current policies 3. Recommended policies with a change control record on the final page of each recommended policy Summary of ChanLes Polic Number Polic Title Change Summary C09-001 Development of a Policy Recommended updates are intended to clarify roles and ownership for policy development and maintenance. Also reordered policy categories to place Commission policies first. C09-002 Development of Business Evaluating this policy in the context of overall park planning Plans approach, staff will make a recommendation for a planning policy in the future. *Current Policy Only in packet G09-003 Residential Property Lease Recommended updates clarify roles and current process. C09-004 Pricing Policy Staff is evaluating the Pricing Policy adopted on 05-06-69 to ensure it reflects current business practices. Recommendations for updates will be provided in the future. . Current PolicyOnl in acket C09-005 Partnership Policy Staff is reviewing current partner agreements with Oakland County Corporation Counsel and will provide recommendations for updates once this review is complete. "Current Policy Onl in packet C09-006 Sponsorship Policy No revisions at this time. 'Current Policy Only in packet C09-007 Parks Access Permits Asking for Commissioner input on the Evaluation and Feedback process to ensure that policy reflects current business practices. "Current Policy Only in packet C09-008 Parks Promotional Items and Updated to reflect organizational changes and added section to Donation Request describe limitations for use of promotional items. C10-001 Volunteer Policy No revisions at this time. Current Policy Only in_packet .M Page 2 New Policies LPolicy Number Policy Tide Change Summary �112-001 Other Power Driven Mobility Approved as of 05-02-12. Devices C12-OOX Unrestricted Net Assets Concept presented during 05-23-12 Budget Meeting, approval Reserve Policy required for implementation. C12-OOX Use of Alcohol on Park New Policy recommended to combine existing Administration Property Policy wording Commission approved on 06-01-11 regarding Sale of Alcohol on Park Pro e C12-OOX Media Inquiry Policy New Policy recommended to clarify roles for responding to Media uestions and department related ublic statements. 9 D-2 Page 3 Detailed Changes by Policy Policy Number Policy Title Change Summary a9-001 Development of a Policy Recommended updates are intended to clarify roles and ownership for policy development and maintenance. Also reordered raobcvcateaones to glace Commission policies first. Change Control Record Revision Date Owner Desch tion of Change 03-04-09 New Polic Ado ted 05-03-12 S. Mackey II. A. New title `II. A. 2. Clarified roles `II. A. 3. Clarified roles `II. B. New Title `II. B. 1. Changed `section lead' to 'policy owner' `II. C. moved `Commissionpolicies' forward from 3 to 1. Policy Number Policy Title Chan e Summary C09-002 Development of Business Evaluating this policy in the context of overall park planning Plans approach, staff will make a recommendation for a planning policy in the future. '`Current Policy Onl mi packet Policy Number Policy Title �] Change Summary C09-003 I Residential Property Lease I Recommended updates clarify roles and current process. Change Control Record Revision Date Owner Description of Change 04-15-09 New Policy Adopted 04-23-12 P. Castonia `II. A. 1. Clarified role for maintaining asset inventory from P anning Section to Facilities Maintenance and Develo rnent. `II. A. Removed sections 2, 3, and 4, to streamline process for desi nating residential properties. `II. B. 1. g removed "full time" `IL B. 2, 4, & 6 replaced "Organizational and Business Development" with "Internal Services". `II. C. I added "Property Management Specialist from the County of Oaldand". `I1. C. 2. c replaced "Organizational and Business Develo ment" with "Internal Services". RESIDENTIAL REQUEST FORM Replaced "Comparable lease charge" with "current market rate" Removed section on "Count Utility Estimates" 9 D-3 Page 4 Detailed Changes by Policy Policy Number Policy Title Change Summary C09-004 Pricing Policy Staff is evaluating the Pricing Policy adopted on 05-06-09 to ensure it reflects current business practices. Recommendations for updates will be provided in the future. Current Policy Only in packet Policy Number Policy Title Change Summary C09-005 Partnership Policy Staff is reviewing current partner agreements with Oakland County Corporation Counsel and will provide recommendations for updates once this review is complete. Current Policy Only in packet Policy Number Policy Title Change Summary C09-006 Sponsorship Policy No revisions at this time. *Current Policy Only in packet Policy Number Policy Title Change Summary C09-007 Parks Access Permits Asking for Commissioner input on the Evaluation and Feedback process to ensure that policy reflects current business practices. ,,Current Polic OLAX in packet Change Control Record Revision Date Owner Description of Change 06-03-09 New Policy Adopted Asking Commissioners to comment and provide feedback the Evaluation and Feedback process outlined in section II. C. 1. Evaluation and Feedback I. Staff will send an email request as follow up to the use of each Parks Access Permit. 2. Commissioners and their guests will be asked to complete an online survey evaluation to provide feedback that will be used to make decisions regarding the management of the Parks. The request for this feedback will follow their experience at the facility -where the Parks Access Permit was used. 3. The data provided on the evaluation will be analyzed bystaff and used to make corrections and improvements as needed to ensure quality experiences for guests. 4. Commissioners and/or their guests will receive a request for feedback each time a Parks Access Permit is used. .MA l-'ciCJ( 5 Detailed Changes by Policy Policy Number I Policy Title Chanize Summary C09-008 I Parks Promotional Items and Donation Request Change Control Record Updated to reflect organizational changes and added section to describe limitations for use of promotional items. Revision Date Owner Description of Change 10-07-09 D. Stanfield New Policy Adopted 10-10-11 S. Mackey I. Purpose: shortened test and moved Definitions to this section II. Procedure for Promotional Items: reformatted to add orderin and distribution sections III. Procedure for Print Material: reformatted to add ordering and distribution sections IV. Procedure for Donation Requests: combined Family Fun Passbooks and Fundraisers into one section Added section: V. Limitations for use of Promotional Items: A. The Oakland County Parks and Recreation Commission is a non -partisan organization that strives to meet the recreation needs of all County residents and regional visitors. Commissioners are not permitted to put their personal information on any Oakland County Parks promotional item, including printed materials. B. In an effort to contain costs and ensure that promotional items are used only at special events, facilities and programs that represent and/or promote the Oakland County Parks, promotional items will only be distributed to Oakland County Parks staff and Commissioners. No outside requests for promotional items will be honored. C. Commissioners will not have input on the selection of promotional items, as orders will be coordinated to achieve the lowest price per piece possible. D. Commissioners will be limited to the stock print materials provided by the Communications Unit when requesting brochures, flyers, posters, etc. E. In an effort promote fairness and equity in distribution, requests for donations to assist private individuals (such as medical fundraisers) will not be fulfilled. 05-18-12 2. Stanfield Changed 14 occurrences of "Communications Unit" to "Communications and Marketing Unit" to reflect organizational change. Policy Number Policy Title Change Summary C10-001 Volunteer Policy No revisions at this time ',Current Policy Only in packet Page 6 New Policies Policy Number Polic Title Chan e Summary C12-001 Other Power Driven Mobility Devices Approved as of 05-02-12. Policy Number Polic Title Change Summai C12-OOX Unrestricted Net Assets Reserve Policyre Concept presented during 05-23-12 Budget Meeting, approval aired for implementation. Policy Number Policy Title Change Summary C12-OOX Use of Alcohol on Park Combined Administrative Policy for Use of Alcohol with Property wording Commission approved on 06-01-11 regarding Sale of Alcohol on Park Property. Policy Number Policy Title Change Summary C12-OOX Media Inquiry Policy New Policy recommended to clarify roles for responding to Media questions and department related public statements. Specific policy wording reads: 6. In cases of significant public relations matters, such as injuries, accidents or incidents, media questions and/or department related public statements must be handled by the Executive Officer (Dan Stencil). a. Parks staff are directed to forward these requests to the Supervisor - Communications and Marketing Pesiree Stanfield at (248) 858-4627). b. If the Executive Officer is not available, the Supervisor - Communications and Marketing will determine escalation procedures, including contacting the Commission Chairperson for comment. c. The Commission Chairperson is only to be contacted by designated Administrative staff members. •m Date Adopted: Dated Revised: C: 09-001 03-04-09 03-04-09 Page 1 of 2 KL AND ' COi~ NTY PARK Development of a Policy I. PURPOSE: To identify the process for the development, revision, review or adoption of a department policy. Il. PROCEDURE: Definitions: • Policy - A deliberate plan of action to guide decisions. • Procedure - Specific actions that support a policy. • Standard - Conditions expected upon completion of a task. • Policies Finalized File - Electronic file that contains policies currently in effect. • Policies Under Consideration File - Electronic file that contains new policies in development or existing policies that are under review. • Policies Pending Approval - Electronic file that contains policies to be reviewed by the Policies and Procedures Strategic Planning sub -committee and reviewed and adopted by the Administrative Management Team. A. New Policy I . Any Oakland County Parks and Recreation Commission staff member who identifies a need for a policy shall submit the information on a policy template (available on the shared network drive in the "Polices" folder) to their supervisor. 2. If the supervisor deems that the request for a new policy is warranted, the request and a draft shall be submitted to the section lead and saved in the "Policies under Consideration" folder on the shared network drive in the "Polices" folder. 3. Executive Officer or his designee will review the policies under consideration file and, upon approval, save to the "Policies Pending Approval" folder on the shared network drive in the "Polices" folder. The policy will then be forwarded to the Administrative Management Team a minimum of five days prior to its upcoming meeting. 4. Administrative Management Team will review. 5. Administrative Management Team and/or Oakland County Parks and Recreation Commission (depending on the type of policy) formally adopt the policy. 6. Administrative Services staff will ensure proper formatting of the policy, save to the "Policies Finalized" folder on the shared network drive in the "Polices" folder and release to the department within one week of formal adoption. All adopted polices will also be maintained in a Master Policy file to be located in the Executive Officer's area, and available for staff/ commissioners use. 9D-7 Date Adopted: Dated Revised: C: 09-001 Commission 03-04-09 03-04-09 Page 2 of 2 GAKLAND C �' III Policy Development of a Policy B. Existing Policy 1. All policies will be reviewed annually by section leads. Necessary revisions will be made and forwarded to the Administrative Management Team for review. 2. Administrative Management Team/Oakland County Parks and Recreation Commission (depending on the type of policy) will formally adopt the amended policy. 3. Administrative Services staff will ensure proper formatting of the policy, note the revised or reviewed date (if no changes) on the policy, save in the "Policies Finalized" folder on the Shared Network Drive in the "Polices" folder and release to the department within one week of formal adoption. C. Policy Categories 1. Administrative Services Policies are policies that relate to "administrative services" functions. These will be reviewed and adopted by the Administrative Management Team. a. Examples include: policies on W-9, hiring and training of staff, performance appraisals, when a physician's note is needed, how pay checks are distributed, etc. 2. Operations Policies are policies directly related to the operation of the department. These will be reviewed and adopted by the Administrative Management Team. a. Examples include: lost and found policy, how we handle overflow parking, community relations, suspected child abuse, etc. 3. Commission Policies are policies that determine how the department operates as a business and are typically high level policies. These will be reviewed by the Administrative Management Team and the Oakland County Parks and Recreation Commission. These policies must be approved by the Commission for formal adoption. a. Examples include: Pricing Policy, Sponsorship Policy, and Partnership Policy, Business Plan Policy. I. PURPOSE: To identify the process for the development, revision, review or adoption of a Department policy. II. PROCEDURE: Definitions: • Policy - A deliberate plan of action to guide decisions. • Procedure - Specific actions that support a policy. • Standard - Conditions expected upon completion of a task. • Policies Finalized File - Electronic file that contains policies currently in effect. • Policies Under Consideration File - Electronic file that contains new policies in development or existing policies that is under review. • Policies Pending Approval - Electronic file that contains policies to be reviewed by the Policies and Procedures Strategic Planning sub -committee and reviewed and adopted by the Administrative Management Team. A. Development of a New Policy 1. Any Oakland County Parks and Recreation Commission staff member who identifies a need for a policy shall submit the information on a policy template (available on the shared network drive in the "Polices" folder) to their supervisor. 2. If the supervisor deems that the request for a new policy is warranted, the request and a draft shall be submitted to the subject matter expert on the topic who will become the policy owner. a. Once the policy owner provides input on the policy, it will be saved in the "Policies under Consideration" folder on the shared network drive in the "Polices" folder. b. The policy owner will then notify the Business Development Representative for Organizational Development that the policy has been drafted and is ready for review. 3. The Business Development Representative for Organizational Development will review the policies under consideration file and, upon approval, save them to the "Policies Pending Approval" folder on the shared network drive in the "Polices" folder. a. The Business Development Representative for Organizational Development will then forward the policy to the Administrative Management Team a minimum of five days prior to its upcoming meeting. The Administrative Management Team will review the policy and make recommendations for approval. 4. The Administrative Management Team and/or Oakland County Parks and Recreation Commission (depending on the type of policy) formally adopt the policy. Date Adopted: Dated Revised: C: 09-001 03-04-09 05-03-12 Page 2 of 3 OAKLAND o COUNTY PAIRiKS Development of a Policy 5. Administrative Services staff will ensure proper formatting of the policy, save to the "Policies Finalized" folder on the shared network drive in the "Polices" folder and release to the department within one week of formal adoption. All adopted polices will also be maintained in a Policy binder located in the front office area near the Executive Officer's office. B. Revision of an Existing Policy All policies will be reviewed annually by the policy owner. Necessary revisions will be made and forwarded to the Administrative Management Team for review. 2. Administrative Management Team/Oakland County Parks and Recreation Commission (depending on the type of policy) will formally adopt the amended policy. 3. Administrative Services staff will ensure proper formatting of the policy, note the revised or reviewed date (if no changes) on the policy, save in the "Policies Finalized" folder on the Shared Network Drive in the "Polices" folder and release to the department within one week of formal adoption. C. Policy Categories Commission Policies are policies that determine how the department operates as a business and are typically high level policies. a. These will be reviewed by the Administrative Management Team and the Oakland County Parks and Recreation Commission. These policies must be approved by the Commission for formal adoption. b. Examples include: Business Plan Policy, Pricing Policy, Sponsorship Policy, and Partnership Policy. 2. Administrative Services Policies are policies that relate to "administrative services" functions. a. These will be reviewed and adopted by the Administrative Management Team. b. Examples include: Smoking, Media Inquiry, Business Expense Guidelines and Performance Management. 3. Operations Policies are policies directly related to the operation of the department. a. These will be reviewed and adopted by the Administrative Management Team. b. Examples include: Customer Service Standards, Cash and Payment Card Industry Standards, and Uniforms. s� � Change Control Record Revision Date Owner Description of Change 03-04-09 New Policy Adopted 05-03-12 S. Mackey H. A. New title II. A. 2. Clarified roles `II. A. 3. Clarified roles `II. B. New Title `II. B. 1. Changed `section lead' to `policy owner' `11. C. moved `Commission policies' forward from 3 to 1. 9D — 11 I. 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 the Executive Summaries of 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. Business Plans will be done for all current parks and facilities but also for any new proposed park or facility to determine its feasibility. 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 9D - 12 5. Earned income gained to off -set operational costs 6. Staff performance levels met through effective scheduling 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. 9D — 13 PURPOSE: The purpose of this policy is to set forth procedures and guidelines to manage residential properties located on Oakland County park property. The Oakland County Park and Recreation Executive Officer shall oversee the implementation and interpretation of this policy. The procedures and guidelines contained in this policy are divided into the following sections: A. Procedure for Designating Residential Property; B. Procedure for Selecting Tenants; and C. General Guidelines. IL PROCEDURES AND GUIDELINES: A. Procedure for Designating Residential Property 1. Residential properties currently exist on certain park property. These properties shall be designated by the Executive Officer for use as residential properties. Once designated, the residential properties shall be listed as residential properties on the property maps and facility inventory descriptions kept by the Oakland County Parks and Recreation Planning Section and given an asset number. 2. Planning Section staff, a District Chief, or comparable staff elsewhere in Oakland County Parks and Recreation, may propose a new residential property to the Executive Officer. The proposal must describe the property (i.e. year built, square footage, number of bedrooms, number of bathrooms, basement, and garage). 3. The Executive Officer shall review all proposals for a new residential property and a new residential property may only be established with the Executive Officer's recommendation and approval by the Oakland County Parks and Recreation Commission. 4. If approved by the Oakland County Parks and Recreation Commission, the residential property shall be listed as a residential property on the property maps and facility inventory descriptions kept by Planning Section and given an asset number. 5. The Executive Officer has the authority to withdraw the designation of a residential property at any time. B. Procedure for Selecting Tenants 1. Preference for tenants for the residential properties shall be made in the following order: 9D - 14 Date Adopted: Dated Revised: C: 09-003 QAKLAND 04/15/09 04/15/09 Page 2 of 4 COUNTY PAW Residential Property Lease Policy a. Full-time Oakland County Parks and Recreation Commission employees at the Park where the residential property is located; b. Full-time Oakland County Parks and Recreation Commission employees from the rest of the Park system; c. Part-time Oakland County Parks and Recreation Commission employees at the Park where the residential property is located; d. Part-time Oakland County Parks and Recreation Commission employees from the rest of the Park system; e. Full-time employees of other County of Oakland Departments; f. Part-time employees of other County of Oakland Departments; g. Full-time employees of other government agencies; and h. The general public. 2. Requests to be a tenant shall be made by completing the "Residential Request Form," attached as Appendix A, and submitting the Form to the Organizational and Business Development Section. 3. An individual completing a Residential Request Form shall also include a description of the nature and value of the residential duties to be performed by the individual, the individual's qualifications to perform such duties, and the individual's ability to perform such duties. 4. The Organizational and Business Development Section shall review the request and forward it to the Executive Officer for review. 5. The Executive Officer, in his or her discretion, shall approve or disapprove the request to become a tenant. 6. If the Executive Officer approves the request, the Organizational and Business Development Section shall work with Corporation Counsel to develop a Lease Agreement. 7. The Lease Agreement will be provided to the Oakland County Parks and Recreation Commission and the Oakland County Board of Commissioners for approval. C. General Guidelines 1. Monthly Lease Fee a. The monthly lease fee for the residential property shall be calculated as follows: "Value of the residential property" minus the "Percentage Discount." The value of the residential property shall be established by the Organizational and Business Development Section on a case -by -case basis using comparable rental properties in the same area as the residential property, taking year built, square footage, number of bedrooms and bathrooms into consideration. Date Adopted: Dated Revised: C: 09-003 Commission 1 04/15/09 04/15/09 Page 3 of 4 CIA, I < L A N D COUNTY PARKS Policy Residential Property Lease Policy b. The percentage discount shall be calculated according to the following requirements: i. County of Oakland full-time employees may receive a 10% reduction in monthly lease fees; ii. Oakland County Parks and Recreation Commission part- time employees may receive a 15% reduction in monthly lease fees; iii. Oakland County Sheriff's Office full and part-time employees may receive a 20% reduction in monthly lease fees; iv. Oakland County Parks and Recreation Commission full- time employees who do not work at the Park where they will be residing in may receive a 25% reduction in monthly lease fees; v. Oakland County Parks and Recreation Commission full- time employees who work at the Park where they will be residing in may receive a 30% reduction in monthly lease fees. 2. Residential Property Inspections a. Each residential property shall be inspected and evaluated annually by the Facilities Maintenance Section, including the Facilities Maintenance Supervisor, Park Supervisor, and District Chief. The date and time should be scheduled and coordinated with Facilities Maintenance staff, the District Chief, and the tenant. b. The inspection should document the condition of the residential property and record any structural maintenance necessary to conform to applicable laws, rules, regulations, ordinances, or building codes. It is recommended that photographs be taken and become a part of the record. c. The Organizational and Business Development Section shall maintain a file for all residential properties including the lease agreement and all documents required by the lease agreement. The Organizational and Business Development Section shall also advise the District Chief and the Executive Officer of any problems associated with the residential properties and implementation of this policy. 9D — 16 Date Adopted: Dated Revised: C: 09-003 Q-A ��Commission 04/15/09 04/15/09 Page 4 of 4 K LA COUNTY PARKS Policy Residential Property Lease Policy APPENDIX A - RESIDENTIAL REQUEST FORM 1. Location of Property: 2. Asset/Property #/Address: 3. Description of Residence 4. Name of Interested Person: 5. Employee Classification: 6. Employment Location: 7. Annual Salary: 8. Residential Duties: Information below to be completed by Organizational and Business Development Section 9. Comparable Lease Charge: 10. Employee % Discount: 11. Net Monthly Rental Fee: 12. County Utility Estimates A: Electric: B: Water/Sewer: C: Fuel/Gas: D: Telephone (Basic): E: Waste Disposal: 13. Lease Period Dates: Executive Officer's Approval Date: Executive Officer's Signature: Date: Resident's Signature: 9D — 17 I. PURPOSE: The purpose of this policy is to set forth procedures and guidelines to manage residential properties located on Oakland County park property. The Oakland County Park and Recreation Executive Officer shall oversee the implementation and interpretation of this policy. The procedures and guidelines contained in this policy are divided into the following sections: A. Procedure for Designating Residential Property; B. Procedure for Selecting Tenants; and C. General Guidelines. II. PROCEDURES AND GUIDELINES: A. Procedure for Designating Residential Property 1. Residential properties currently exist on certain park property. These properties shall be designated by the Executive Officer for use as residential properties. Once designated, the residential properties shall be listed as residential properties on the property maps and facility inventory descriptions kept by the Oakland County Parks aril Recreation Facilities Maintenance Division and given an asset number. 2. The Executive Officer has the authority to withdraw the designation of a residential property at any time. B. Procedure for Selecting Tenants 1. Preference for tenants for the residential properties shall be made in the following order: a. Full-time Oakland County Parks and Recreation Commission employees at the Park where the residential property is located; b. Full-time Oakland County Parks and Recreation Commission employees from the rest of the Park system; c. Part-time Oakland County Parks and Recreation Commission employees at the Park where the residential property is located; d. Part-time Oakland County Parks and Recreation Commission employees from the rest of the Park system; e. Full-time employees of other County of Oakland Departments; f. Part-time employees of other County of Oakland Departments; g. Employees of other government agencies; and h. The general public. 2. Requests to be a tenant shall be made by completing the "Residential Request Form," attached as Appendix A, and submitting the Form to the Internal Services Section. 3. An individual completing a Residential Request Form shall also include a description of the nature and value of the residential duties to be performed by the individual, the individual's qualifications to perform Qn - i R such duties, and the individual's ability to perform such duties. 4. The Internal Services Section shall review the request and forward it to the Executive Officer for review. 5. The Executive Officer, at his or her discretion, shall approve or disapprove the request to become a tenant. 6. If the Executive Officer approves the request, the Internal Services Section shall work with Corporation Counsel to develop a Lease Agreement. 7. The Lease Agreement will be provided to the Oakland County Parks and Recreation Commission and the Oakland County Board of Commissioners for approval. C. General Guidelines 1 Monthly Lease Fee a. The monthly lease fee for the residential property shall be calculated as follows: "Value of the residential property" minus the "Percentage Discount." The value of the residential property shall be established by the Internal Services Section, working with the Property Management Specialist from the County of Oakland, on a case -by -case basis using comparable rental properties in the same area as the residential property, taking year built, square footage, number of bedrooms and bathrooms into consideration. b. The percentage discount shall be calculated according to the following requirements: i. County of Oakland full-time employees may receive a 10% reduction in monthly lease fees; ii. Oakland County Parks and Recreation Commission part- time employees may receive a 15% reduction in monthly lease fees; iii. Oakland County Sheriff's Office full and part-time employees may receive a 20% reduction in monthly lease fees; iv. Oakland County Parks and Recreation Commission full- time employees who do not work at the Park where they will be residing in may receive a 25% reduction in monthly lease fees; v. Oakland County Parks and Recreation Commission full- time employees who work at the Park where they will be residing in may receive a 30% reduction in monthly lease fees. 2. Residential Property Inspections a. Each residential property shall be inspected and evaluated annually by the Facilities Maintenance Division, including the Facilities Maintenance Supervisor, Park Supervisor, and District Chief. The nn __ 1 n a ND OUNTYPARKS Date Adopted: Dated Revised: C: 09-003 04/15/09 04/23/12 Page 3 of 5 Residential Property Lease Policy date and time should be scheduled and coordinated wltn r acinues Maintenance staff, the District Chief, and the tenant. b. The inspection should document the condition of the residential property and record any structural maintenance necessary to conform to applicable laws, rules, regulations, ordinances, or building codes. It is recommended that photographs be taken and become a part of the record. C. The Internal Services Section shall maintain a file for all residential properties including the lease agreement and all documents required by the lease agreement. The Internal Services Section shall also advise the District Chief and the Executive Officer of any problems associated with the residential properties and implementation of this policy. 9D - 20 Date Adopted: Dated Revised: C: 09-003 04/15/09 04/23/12 Page 4 of 5 "1 0 r KLAND COUNT! PI�JAHKS Residential Property Lease Policy APPENDIX A - RESIDENTIAL REQUEST FORM 1. Location of Property:_ 2. Asset/Property #/Address: 3. Description of Residence 4. Name of Interested Person: 5. Employee Classification: 6. Employment Location: 7. Annual Salary: 8. Residential Duties: Information below to be completed by Internal Services Section 9. Current Market Rate: 10. Employee % Discount: 11. Net Monthly Rental Fee: 13. Lease Period Dates: Executive Officer's Approval Date: Executive Officer's Signature: Date: Resident's Signature: 9D - 21 Change Control Record Revision Date Owner Description of Change 04-15-09 New Policy Adopted 04-23-12 P. Castonia `II. A. 1. Clarified role for maintaining asset inventory from Planning Section to Facilities Maintenance and Development. `II. A. Removed sections 2., 3., and 4., to streamline process for designating residential properties. `II. B. 1, g removed "full time" `Il. B. 2, 4, & 6 replaced "Organizational and Business Development" with "Internal Services". `II. C. 1 added "Property Management Specialist from the County of Oakland". `II. C. 2. c replaced "Organizational and Business Development" with "Internal Services". RESIDENTIAL REQUEST FORM Replaced "Comparable lease charge" with "current market rate" Removed section on "Count Utility Estimates" 9D — 22 I. PURPOSE: Oakland County Parks and Recreation Commission is committed to providing outstanding public parks and recreation facilities along with quality recreation programs. The increasing demands for additional parks, recreation facilities and programs, coupled with rising operating and capital costs, makes it challenging to maintain existing levels of service. It is necessary for Oakland County Parks and Recreation Commission to have a sound and consistent pricing policy that will serve as a management tool for establishing, implementing and evaluating various fees and revenue options. The establishment of a pricing policy allows for additional programs and facilities to be made available that would not otherwise be developed or offered. The new Pricing Policy for Oakland County Parks and Recreation Commission is designed to provide staff with consistent guidelines in pricing admissions, facilities, programs and services. It will help Oakland County Parks and Recreation Commission address revenue goals and provide greater fairness in pricing services to users. Oakland County Parks and Recreation Commission has not used consistent decision making criteria to price services in the past. This Pricing Policy allows the Oakland County Park and Recreation Commission, users, staff and general taxpayers to better understand the philosophy behind pricing of a product or service. The Pricing Policy is based on the true cost to provide the service and whether the service is a public, merit, or private service. This Pricing Policy supports the cost recovery goal of 55% Oakland County Parks and Recreation Commission is trying to recover against the overall budget. Currently, Oakland County Parks and Recreation Commission has recovered 40% to 44% of its operating budget over the last four years. II. CURRENT PRICING PHILOSOPHIES: The current pricing philosophy within Oakland County Parks and Recreation Commission is based on the perception of affordability. There has been no consistency across Oakland County Parks and Recreation Commission as to how prices are established and presented to users. Recommended fee increases have been based on perceptions of staff and comparisons with other area park and recreation agencies. The current pricing philosophy of Oakland County Parks and Recreation Commission has been to minimize user fees for nature education programs, persons with disabilities programs and special services. Pricing of facilities, such as golf, waterparks and campgrounds, hays been based more on the market value against other like kind of service providers versus the cost to provide the experience or a cost recovery goal. III. CURRENT PRICING PRACTICES: Most user fees and charges are set by Oakland County Parks and Recreation Commission based on the perception of the citizens' ability to pay for the use of facilities, services and programs, and based on comparative prices of other area local park and recreation agencies provided to them by staff. These prices have been approved as more of a fee guideline versus being based on a specific cost recovery goal or on 9D - 23 the true cost to provide the service. The Executive Officer has had authority to set fees on some programs based on market value of the service and cost recovery goals for a specific program. Currently each division within Oakland County Parks and Recreation Commission functions separately with respect to cost recovery and user fee strategies to recover operational costs. The goal of this Pricing Policy is to align them into one overall strategy and philosophy. Oakland County Parks and Recreation Commission has experienced difficulties with increasing user fees even when the costs to provide the service had gone up. Many program fees have not been raised for several years. This has primarily been the result of a lack of true cost data and quantifiable program information on which the Park Commissioners can base their decisions. Oakland County Parks and Recreation Commission has never established a true cost of service, never established criteria for what is a core service or non -core service, or established criteria for what constitutes a public, merit, or private service. The lack of a sound pricing justification, philosophy and effective data puts Oakland County Parks and Recreation Commission in a defensive position when it comes to changing prices to offset operational cost. IV. GUIDING PRINCIPLES OF PRICING: The guiding principles of effective pricing of park and recreation services are fourfold as follows: A. Accessibility, Fairness, and Affordability Equity and fairness means those who personally benefit from the service above what a general taxpayer receives should pay for that benefit and those who benefit the most should pay the most. Affordability should be based on benefit and ability to pay. This policy recognizes that affordability is in the eye of the user. Public park and recreation agencies offer three kinds of services. Definitions for Public services, Merit services and Private services are outlined below. The type of service and benefit received will directly determine the cost recovery strategy or pricing strategy to be used in the pricing of the services and products Oakland County Parks and Recreation Commission creates. B. Financial Sustainability Financial sustainability means that user fees and prices charged from admissions, programs, food services, retail services, rentals and special events will assist in the overall funding of the Commission operations. The revenue produced through this will give Oakland County Parks and Recreation Commission the needed revenue for operations, capital costs and marketing dollars to promote programs and services. These dollars can come from any source that supports operations and include grants, sponsorships, partnerships, permits, special rental uses and many other options 9D - 24 3h ilt lr:r Date Adopted: Dated Revised: C: 09-004 05-06-09 1 05-06-09 Page 3 of 7 Pricing Policy available to Oakland County Parks and Recreation Commission. C. Efficiency Through the cost of service assessment, Oakland County Parks and Recreation Commission staff can evaluate how the service is delivered and if it is delivered in the most effective and efficient manner based on the cost of service assessment. Priorities to enhance user or visitor experiences are clearly defined because the services provided Priorities to enhance user or visitor experiences are clearly defined because the priorities are established based on the direct user costs that are associated with the activities that users want." nd the priorities are established based on the direct user costs that are associated with the activities that users want. Pricing services correctly can achieve seven positive results: 1. Reduces congestion and overcrowding 2. Indicates user and visitor demand and support 3. Increases positive user and visitor feedback 4. Provides encouragement to the private sector to invest in Oakland County Parks and Recreation Commission programs through contracts that can bring greater revenue to the Commission 5. Ensures stronger accountability on Oakland County Parks and Recreation Commission staff and management of the service 6. Creates multi -tiered pricing so users who want a higher level of quality can purchase it D. Cost Recovery Cost recovery assures that dollars generated from each activity are redistributed back to the area they came from to pay direct cost and indirect cost in some situations and for future improvements associated with a facility or activity. Examples would be sports leagues pay for improvements to the sport fields or camper fees make improvements to campgrounds. The staff will document the cost of services provided through a costing model provided by PROS Consulting. The true cost of each activity is designated as direct and indirect costs associated with providing a product or service. A periodic review of all prices is recommended to document the changes that have occurred within the products or services provided by Oakland County Parks and Recreation Commission. This will help staff evaluate which program, product or service should have adjustments based on the Pricing Policy, Philosophy and Cost Recovery Goal. 9D - 25 L, d,11. Date Adopted: Dated Revised: C: 09-004 05-06-09 1 05-06-09 Page 4 of 7 Pricing Policy - - The Executive Officer and staff will set prices for services based on the following process: 1. What is the true cost to provide the service and what is the cost on a per - experience basis, hourly rate, or unit rate 2. Is the program or service a core program or non -core program based on the criteria established in the pricing policy 3. Is the program a public, merit or private service based on the established criteria in the pricing policy and the level of personal benefit the user receives over what general taxpayer receives 4. Does this price support the cost recovery goal desired for the program or recreation facility to support sustainability V. PROCESS: The Pricing Policy was developed to provide a consistent methodology to pricing of services based on a philosophical and cost of service approach that provides Oakland County Parks and Recreation Commission with a solid foundation to support a sustainable system. It is the intent of this policy for Oakland County Park and Recreation Commissioner to approve the policy based on an agreed -to methodology process and philosophy and to create fairness and equity on how programs and services are priced. The Pricing Policy sets forth recommendations on cost recovery levels based on whether the program or service is a core or non -core service and what level of classification it falls into based on its public, merit or private benefit. The Pricing Policy seeks to gain Oakland County Park and Recreation Commissioners' approval to allow the Executive Officer and his/her staff to set the right prices using the methodology established to achieve the cost recovery goals for Oakland County Parks and Recreation Commission and to create a sustainable system. PROS recommends the use of nine guiding principles to effectively develop the foundation of thinking behind pricing of a service and to establish an adequate pricing policy that demonstrates to users the process Oakland County Parks and Recreation Commission will be using to develop prices for services in the future. VI. STATEMENT OF PHILOSOPHY: The guiding principles of the Oakland County Parks and Recreation Commission's Pricing Policy are based on a clear understanding of what the core and non -core services are, what programs and services are public services, merit services and private services, and the cost to provide the product or service both direct and indirect, the level of benefit and exclusivity the user receives above what a general taxpayer receives. Also included is the percentage of cost recovery Oakland County Parks and Recreation Commission is trying to recover against the overall budget and the activity goal within a specific core business. Within this philosophy, Oakland County Parks and Recreation Commission staff will 9D - 26 Date Adopted: Dated Revised: C: 09-004 05-06-09 1 05-06-09 Page 5 of 7 Pricing Policy continue to efficiently offer the most diversified recreation services, ensuring that all Oakland County citizens have equal opportunity to participate in a wide variety of programs and services. Based on this analysis, cost recovery goals were established by core program activities. It must be kept in mind that individual programs within the core areas may have varying cost recovery goals because of the public value associated with the program, but their aggregates should aim to meet the system -wide goals mentioned below. Also, individual programs within each core or non -core program are classified as Public, Private or Merit based and may have differing cost recovery rates than that of the entire core program area. Program Core Program Private/Merit/Public Recovery % Golf Private 100% Aquatics Health, Fitness & Wellness Swim Lessons Merit 60% Adult Private 100% Youth Merit 60% Outdoor Camps Private 90%-110% Adults Private 100% Youth Merit 60%-70% Nature Center Merit 40%-80% Special Events Special Events Public 20% Mobile Units Merit 30%-40% Buses Private 100% Sports Fields Youth Merit 50% Adults Private 100% Adaptive Recreation Youth Public 20% Adult Merit 40% Volunteer Public Direct Cost Recommended cost recovery rates are as follows based on the criteria and analysis completed by PROS and staff to achieve a sustainable system. 9D - 27 Date Adopted: I Dated Revised: C: 09-004 05-06-09 05-06-09 Page 6 of 7 Pricing Policy Oakland County Parks and Recreation Commission should consider implementing differential pricing strategies that focus on maximizing the capacity of use of recreation facilities and programs based on the following pricing alternatives: A. Price facilities and programs by primetime and non- primetime for aquatic parks, campgrounds, golf courses and programs. B. Price by season and off-season rates for waterparks, campgrounds and golf courses C. Price by location for sports fields, campgrounds, picnic areas. D. Price services by age seg_ ent as it applies to seniors and young people between the ages of 19-30 for golf courses and campgrounds E. Price services by using differential pricing by level of program, by level of instruction, level of exclusivity, by time, size of group, loyalty and length of stay. F. Price services by residents / non- residents by incorporating a resident's discount in the fee where appropriate G. Price services that include capital replacement cost in fees for equipment, buildings or park amenities H. Contractor Pricing should be based on direct and indirect costs and the ability for the contractor to bring in a steady flow of users I. Partnership pricing should be dealt with based on a set amount of equity based on use, time, operational costs and must be as close to 50/50 as possible; both partners contribute to the service J. Incentive Pricing needs to be allowed that focuses on discounts for season passes, group admission rates, rental uses, and for loyalty. These can be set up as promotional opportunities to encourage people to use the service K. All pricing involved in facility cost recovery needs to be established against a targeted recovery goal, by age segment, by primetime and non-primetimes, by volume and by group. L. All Commission Programs need to recover the direct cost of the services. M. All Sponsorship/Partnerships will be priced based on the image value received and impression points, as it applies to market rates in the County currently. The Pricing Policy follows the 9 Step Guiding Principles for all future pricing changes or new pricing efforts that take place inside the organization. The Pricing Policy will be updated every two years for consistency and implementation impact to the operational budget. 9D - 28 Date Adopted: Dated Revised: C: 09-004 05-06-09 1 05-06-09 Page 7 of 7 Pricing Policy VII. EARNED INCOME OPPORTUNITIES: Earned income dollars support the operational budget and help to meet cost recovery goals that can't be achieved by pricing of services. Oakland County Parks and Recreation Commission does seek some earned income opportunities but it has not been pursued in a systematic manner to help offset operational costs and keep user prices as low as possible. Areas of earned income focus will center on grants, advertising, sponsorship, partnerships and other funding sources. These earned income opportunities will require a concentrated support effort by the Business Development staff to be successful with an implementation strategy in place to achieve the desired results. Staff training in earned income development is needed so staff does not undervalue the earned income opportunity. The earned income options will be incorporated to offset operating cost where prices cannot meet the cost recovery goals. The earned income options that are outlined should be pursued only if pricing options don't work as outlined. The following earned income opportunities will need a system -wide strategy so there is consistency in seeking earned income endeavors to supplement costs for programs and facilities. VIII. SUMMARY: The key to implementing a successful Pricing Policy centers on having an effective methodology and process to follow as outlined in this policy. Oakland County Parks and Recreation Commission staff has had a lot of input into this document and has learned a lot about their costs and levels of cost recovery that they are operating in now. It is also important to have measurable outcomes that hold staff accountable to meet these pricing and revenue goals and recommendations as well as teaches them to manage within a business mindset while managing a social service as it applies to efficiency, cost, and pricing services to the level of benefit a user receives above a general taxpayer that is recoverable to off -set operational costs. A greater awareness of the costs to provide a service will also help staff make more informed decisions, from a pricing and efficiency standpoint. Tracking pricing outcomes and results based on capacity and attendance and the revenue created will be critical for the future. Effectively communicating costs and providing users pricing alternatives based on their price point will be important to the users and will also be a major element to ensure the success of this plan. Lastly, using all the appropriate earned income strategies will only help the organization move towards greater fiscal sustainability and long-term success in the minds of their users and Oakland County Parks and Recreation Commissioners. This Pricing Policy will not be easy to implement but it is attainable and will achieve great results for Oakland County Parks and Recreation Commission if followed. Let the process begin! 9D - 29 BACKGROUND: The Oakland County Parks and Recreation Commission has developed partnerships over the last 43 years that have helped to support the management of parks and recreation facilities and programs services, while also providing educational and recreational opportunities for the citizens of Oakland County. These various partnerships have lacked an overall partnership philosophy which has created inequities between the Commission and partnerships in place. II. PURPOSE: The purpose of the Partnership Policy is to: A. Establish equitable and sustainable long-term relationships with like-minded organizations to help further the mission of the Oakland County Parks and Recreation Commission. B. To expand opportunities for Oakland County residents through the creation of new programs and activities and the sharing of resources. C. To maximize the use of our resources (staff, facilities, programs, etc.) to allow for more efficient and effective programs and operations. III. GENERAL PRINCIPLES AND GUIDELINES: The recommended policies will promote fairness and equity within the existing and future partnerships while helping staff to manage against what may have caused conflicts internally and externally. Certain partnership principles must be adopted by the Park Commissioners for existing and future partnerships to work effectively. These partnership principles are as follows: A. All partnerships will require an upfront presentation that describes the reason for creation of the partnership and establishes an outcome that benefits each partner's involvement. B. All partnerships will require a working agreement with measurable outcomes that hold each partner accountable to the outcomes desired and to each other and will be evaluated on a yearly basis with reports back to the Park Commissioners on the outcomes of the partnership and how equitable the partnership remains. C. All partnerships will track direct and indirect costs associated with the partnership investment to demonstrate the level of equity each partner is investing. D. Each partner will not treat one another as a client -to -client relationship, but will create a partnership culture that focuses on planning together on a yearly basis; communicating weekly/or monthly on how the partnership is working; and annually reporting to each other's board or owners on how well the partnership is working and the results of their efforts to the taxpayers of Oakland County. 9D — 30 AKLAND COUNTYPARKS Date Adopted: Dated Revised: C: 09-005 05-06-09 1 05-06-09 Page 2 of 6 Partnership Policy E. Full disclosure by both partners to each other will be made available when issues arise. F. Training of each other's staff on the respective partner's values and yearly goals and work plans will be performed annually so both partners are in -tune with issues the partners may be dealing with that could affect the partnership policy or agreement as it applies to finances, staffing, capital costs, political elements or changes in operating philosophies. IV. PROCEDURES: A. All proposals for partnership must be submitted in writing using the Partnership Proposal form to the Business Development Representative for Business Management. The Business Representative will review and submit the proposal to the Sponsorship and Partnership Team comprised of staff from various department within Oakland County Parks and Recreation Commission. The Sponsorship and Partnership Team will review and provide comments, as well as make recommendations to the Executive Officer. B. The Executive Officer or his/her designee will review the proposal and make a decision if the estimated expenditures for the partnership are less than $10,000 (cash and/or in -kind). If the request is for more than $10,000 in estimated costs the Oakland County Parks and Recreation Commission will act on the proposal. C. If the Executive Officer approves the partnership proposal in principle, the Business Development Representative will work with the staff involved in the partnership efforts to draft a Partnership Agreement for signature. This agreement will include: the contract relationship; the term and renewal opportunities; operational responsibilities; descriptions of programs, the project, and activities to be provided; description of fees, commissions and/or in -kind services; the marketing rights and benefits provided by each partner; termination provisions; and performance measures and reporting requirements expected on behalf of each partner. V. PARTNERSHIP CATEGORIES: A. Public / Public Partnerships The policy for public/public partnerships is evident with the Oakland County Parks and Recreation Commission working with cities, townships, schools, colleges, and any other municipal services in Oakland County. Working together on the development, sharing, and/or operating, parks and recreation facilities and programs will be as follows: 9B — 31 Date Adopted: Dated Revised: C: 09-005 05-06-09 05-06-09 Page 3 of 6 10U11TV IPAHKI Partnership Policy Each partner will meet with the Oakland County Parks and Recreation Commission staff annually to plan and share activity -based costs and equity invested by each partner in the partnership. 2. Partners will establish measurable outcomes and work through key issues to focus on for the coming year between each partner to meet the outcomes desired. 3. Each partner will be managed on an individual relationship basis and track investment costs accordingly. 4. Each partner will assign a liaison to serve each partnership agency for communication and planning purposes. 5. Measurable outcomes will be reviewed quarterly and shared with each partner, with adjustments made as needed. 6. Each partner will act as an agent for the other partner, thinking collectively as one, not two separate agencies for purposes of the agreement. 7. Each partner will meet with the other partner's respective board or owner annually, to share results of the partnership agreement. 8. A working partnership agreement will be developed and monitored together on a quarterly or as -needed basis. 9. If conflicts arise between partners, the Executive Officer of Oakland County Parks and Recreation Commission along with the other public agency's highest ranking officer will meet to resolve the partnership issue. It should be resolved at the highest level or the partnership will be dissolved. 10. No exchange of money between partners will be made until the end of the partnership year. A running credit will be established that can be settled at the end of the planning year with one check or will be carried over to the following year as a credit with adjustments made to the working agreement to meet the 50% equity level desired. B. Public/Not-For-Profit Partnerships The partnership policy for public/not-for-profit partnerships with Oakland County Parks and Recreation Commission and the not -for -profit community of service providers is seen in associations working together in the development and management of facilities and programs within the Oakland County Parks and Recreation Commission system. These principles are as follows: 1. The not -for -profit partner agency or group involved with Oakland County Parks and Recreation Commission must first recognize that they are in a 9D — 32 partnership with the commission to provide a public service or good; conversely, the commission must manage the partnership in the best interest of the community as a whole, not in the best interest of the not -for - profit agency. 2. The partnership working agreement will be year-to-year and evaluated based on the outcomes determined for the partnership agencies or groups during the planning process at the start of the partnership year. At the planning workshop, each partner will share their needs for the partnership and outcomes desired. Each partner will outline their level of investment in the partnership as it applies to money, people, time, equipment, and the amount of capital investment they will make in the partnership for the coming year. 3. Each partner will focus on meeting a balance of equity as established in the planning session with the Oakland County Parks and Recreation Commission. Each partner will demonstrate to the other the method each will use to track costs, and how it will be reported on a monthly basis, and any revenue earned. 4. Each partner will appoint a liaison to serve each partnering agency for communication purposes. 5. Measurable outcomes will be reviewed quarterly and shared with each partner, with adjustments made, as needed. 6. Each partner will act as an agent for the other partner to think collectively as one, not two separate agencies. Items such as financial information will be shared if requested by either partner of the people served by the partnership. 7. Each partner will meet the other's respective board on a yearly basis to share results of the partnership agreement. 8. If conflicts should arise during the partnership year, the Oakland County Parks and Recreation Commission Executive Officer and the highest- ranking officer of the not -for -profit agency will meet to resolve the issue. It should be resolved at this level, or the partnership will be dissolved. No other course of action will be allowed by either partner. 9. Financial payments by the not -for -profit agency will be made monthly to Oakland County Parks and Recreation Commission as outlined in the working agreement to meet the 50% equity level of the partnership. 9D —33 11 M.. W Date Adopted: Dated Revised: C: 09-005 05-06-09 1 05-06-09 Page 5 of 6 COUNTY P R115 Partnership Policy C. Public / Private Partnerships The policy for public/private partnerships is relevant to the Oakland County Parks and Recreation Commission and includes businesses, private groups, private associations, or individuals who desires to make a profit from use of commission facilities or programs. It would also be evident if the business, group, association, or individual wishes to develop a facility on park property, to provide a service on county -owned property, or who has a contract with the commission to provide a task or service on the county's behalf at Oakland County Parks and Recreation Commission facilities. The partnership principles are as follows: 1. Upon entering into an agreement with a private business, group, association or individual, the commissioners and Oakland County Parks and Recreation Commission and staff must recognize that they must allow that entity to make a profit. 2. In developing a public/private partnership, the Oakland County Parks and Recreation Commission and staff, as well as the private partner will enjoy a designated fee from the contracting agency, or a designated fee plus a percentage of gross dollars less sales tax on a monthly, quarterly or yearly basis, as outlined in the contract agreement. 3. In developing a public/private partnership, the commission, Oakland County Park and Recreation Commission and staff, as well as contracted partners will establish a set of measurable outcomes to be achieved. A tracking method of those outcomes will be established and monitored by Oakland County Parks and Recreation Commission and staff. The outcomes will include standards of quality, financial reports, customer satisfaction, payments to the commission, and overall coordination with the commission for the services rendered. 4. Depending on the level of investment made by the private contractor, the partnership agreement can be limited to months, a year or multiple years. 5. The private contractor will provide on a yearly basis a working management plan they will follow to ensure the outcomes desired by the commission and Oakland County Parks and Recreation Commission and staff. The work management plan can and will be negotiated, if necessary. Monitoring ofthe work management plan will be the responsibility of both partners. The commission and Oakland County Parks and Recreation Commission and staff must allow the contractor to operate freely in their best interest, as long as the outcomes are achieved. 9D — 34 6. The commission has the right to advertise for private contracted partnership services, or negotiate on an individual basis with a bid process based on the professional level of the service to be provided. 7. If conflicts arise between both partners, the highest-ranking officers from both sides will try to resolve the issue before going to each partner's legal councils. If none can be achieved, the partnership shall be dissolved. •� R I. INTENT AND PURPOSE A. To guide staff in the development and management of sponsorships. B. To enhance revenues and in -kind benefits within the scope ofuse specified in this Policy. C. To build positive relationships with persons and entities serving Oakland County. D. To improve the quality and value of Oakland County living. II. SCOPE AND CHARACTER OF SPONSORSHIPS A. Sponsorships shall have the following scope and character: 1. Events. Sponsorship of events, one-time or ongoing, e.g., family fireworks events. 2. Programs. Sponsorship of programs, e.g., community outreach. 3. Products and Services. Sponsorships to provide products and services provided in park facilities, e.g., bags provided along trails for cleaning -up after pets. 4. Amenities. Sponsorships to provide park amenities, e.g., acquisition and maintenance of benches in dog parks. It is not the intent of OCPR to display sponsorship recognition in passive park areas, such as along hiking trails. 5. Other. Other sponsorships found by the Commission, in its discretion, to be consistent with the intent and purpose of this Policy. B. Sponsorships shall not have the following scope and character: 1. Sponsorship by persons or entities that derive a substantial portion of their revenue from the sale or manufacture of tobacco products, or have an adverse reputation in the County for environmental or community stewardship. 2. Sponsorship by persons or entities commonly known to be associated with the sale or manufacture of alcoholic beverages, provided, if a sponsorship relates to an adult event or program, this prohibition shall not apply. 3. Sponsorship by parties currently engaged in a lawsuit with the County of Oakland, provided, this prohibition shall not apply to suits involving property tax assessment or condemnation litigation with County entities. 4. Sponsorship by persons or entities seeking contracts with OCPR other than contracts for sponsorship arrangements. 5. Sponsorships that would result in a conflict of interest or otherwise conflict with other policies of the OCPR or the County of Oakland. 6. Sponsorships that would require high OCPR expenditures for operating or 9D — 36 maintenance costs in relation to the level of benefit to be received. C. Exclusion from Policy: This Policy is not intended to apply to: 1. Gifts or unsolicited donations to OCPR where no business relationship with OCPR exists or is being considered. 2. Sponsorships established with persons other than OCPR, e.g., sponsorships created with parties with whom OCPR contracts, provided, in such contracts, Staff shall include provisions attempting to ensure that sponsorships having a scope and character identified in paragraph B, above, are not permitted. III. SPONSORSHIP PRIORITIES A. Duration/Time Frame: Long-term sponsorship is preferred to one-time sponsorship. B. Amount/Value: Sponsorships determined to have a higher value are preferred. C. In general terms, sponsorships involving fewer signs, structures and the like, with higher individual sponsorship amounts, are deemed to be desirable. IV. IMPLEMENTATION PROCEDURES AND POLICY REQUIREMENTS A. General procedure I. Before expending time pursuing a sponsorship arrangement with a prospective sponsor, staff shall present to the Commission a list of sponsors considered to be appropriate sponsorship prospects. In preparing such list, staff shall coordinate with other County government entities engaged in sponsorship arrangements. The Commission will review and provide advanced approval ofthose prospective sponsors determined to be appropriate by the Commission. 2. With prospects from the approved list, or with prospective sponsors who initiate a dialogue and meet the requirements of this policy, staff shall pursue negotiations of a proposed sponsorship contract. Any proposed contract shall be consistent with this policy. 3. If a proposed contract is negotiated, the contract shall be placed on an agenda of the Commission for review and approval. B. Exception to the General Procedure The OCPR Executive Officer shall have authority to enter into sponsorship contracts in the absence of Commission approval if all of the following requirements are met; 1. The sponsorship is for a single event or program that will last not longer than one year and meets all of the standards of this policy. 9D — 37 Date Adopted: Date Revised: C: 09-006 05-06-09 03-02-11 Page 3 of 3 Sponsorship Policy 2. The maximum value of the sponsorship is $20,000. 3. The contract shall meet all requirements of this policy. C. Policy Requirements for All Sponsorships 1. In exchange for the value received from the sponsor, sponsorship recognition may be given by OCPR, including a sign or booth conforming to this policy, or identification in written materials and/or pictures displayed and/or distributed by OCPR. 2. Type, size and placement of sponsorship recognition: a. In general, considering such things' as size, placement, duration and overall appearance, sponsorship recognition shall not be displayed in a location or in a manner that would result in undue commercialism in a park. On the attachment to this policy there are examples of permissible structures and signs. b. No physical sponsorship recognition shall be placed in a passive or natural area of a park. This provision does not prohibit a recognition adjacent to a picnic or active recreational area which is not within a passive or natural area of a park. c. Vehicles provided in whole or part by sponsors may display sponsorship recognition, however such recognition shall be clearly secondary to the OCPR identification on the vehicle. d. The Commission may approve a contract authorizing a sponsor to use the OCPR logo in an approved manner, provided such authorization shall be consistent with any and all intellectual property policies established by the County of Oakland. 3. A quarterly report of all outstanding sponsors, with a brief description of the sponsorship and recognition, shall be presented to the Commission. I. PURPOSE: To provide access to Oakland County Commissioners, Oakland County Parks and Recreation Commissioners and Full Time Parks staff to Oakland County owned and operated parks, pursuant to duties outlined in the State of Michigan Public Act 261 of 1965: County and Regional Parks Act 261 of 1965 "AN ACT to authorize the creation and to prescribe the powers and duties of county and regional parks and recreation commissions; and to prescribe the powers and duties of county boards of commissioners with respect to county and regional parks and recreation commissions. 46.351 County parks and recreation commission; creation; membership; terms; vacancy; commission as county agency; rules and regulations; compensation. (4) The county parks and recreation commission is an agency of the county. 46.361 County and regional commissions; development and operation of facilities. Sec. 11. A county or regional commission may plan, develop, preserve, administer, maintain and operate park and recreational places and facilities and construct, reconstruct, alter and renew buildings and other structures. 46.362 County and regional commissions; custody, control and management of property. Sec. 12. A county or regional commission shall have the custody, control and management of all real and personal property acquired by the county or a regional commission for public parks, preserves, parkways, playgrounds, recreation centers, wildlife areas, lands reserved for flood conditions for impounding runoff water, and other county conservation or recreation purposes." Additionally, Oakland County Commissioners and Oakland County Parks and Recreation Commissioners serve in a role as parks ambassadors to increase attendance to the Oakland County Parks. This policy allows these individuals to become familiar with Oakland County Park's property and facilities in order to gain the information and experiences required for them to effectively market and promote Parks facilities, provide input regarding strategic planning and make decisions regarding the management of Oakland County Parks. II. PROCEDURE: Our mission is to deliver quality parks, recreation, facilities, programs, services and maintenance through a dedicated professional Park Commission and staff that listens to the needs of citizens, creates innovative parks, recreation facilities and programs and energizes the community for the value of living in Oakland County. The procedure outlined below is designed to provide a mechanism by which Commissioners and staff can assist with helping to achieve this mission statement. Definitions: • "Annual Vehicle Permit'— provides access to parks for day use. • "Parks Access Permit" — Each Parks Access Permit book includes four (4) single -use A— On access permits which provide single -use access to five (5) golf courses, two (2) campgrounds, and two (2) waterparks operated by Oakland County Parks and Recreation Commission. • "Commissioners" — refers to both Oakland County Board of Commissioners and Oakland County Parks and Recreation Commissioners. In situations where an Oakland County Board of Commissioners member is also serving as a Parks Commissioner, access will be granted for the individual, not for both positions. • "Business Reason " - The business reason should adhere to Internal Revenue Service guidelines as follows: o The main purpose is directly related to active County or Park -related business; the individual utilizing the Parks Access Permit is engaged in business during the course of using the facility; there is more than a general expectation of getting business benefit from use of the Parks facility; OR o The main purpose of the use of the Parks Access Permit is associated with Parks related business and either the use thereof directly precedes or follows a substantial business discussion. A. Annual Vehicle Permit 1. Annual Vehicle Permits will be distributed to Commissioners and Full Time Parks staff each December for the following calendar year, as follows: a. Board of Commissioners will receive an Oakland County Resident vehicle permit. The Annual Vehicle Permit provides access to Oakland County day use parks. b. Parks Commissioners will receive an annual joint access permit which gives access to Oakland County day use parks as well as thirteen (13) Huron -Clinton Metroparks. c. Full Time Parks staff will receive an Oakland County Resident vehicle permit. The Annual Vehicle Permit provides access to Oakland County day use parks. 2. A copy of the Rules and Regulations for Oakland County Parks will be included with the Annual Vehicle Permit. 3. Commissioners and staff are to adhere the Annual Vehicle Permit issued to them to the lower corner of the driver's side of the windshield of their personal vehicle to gain access to the parks. The Annual Vehicle Permit is not valid unless it is adhered to the windshield of a motor vehicle. 4. Commissioners and staff will follow all Rules and Regulations of Oakland County Parks and Recreation when using their Annual Vehicle Permit, B. Parks Access Permits 1. In addition to the annual vehicle pass, staff will provide a form that Commissioners may use to request Parks Access Permits for facility access each % — 40 December for the following calendar year. Commissioners may request up to four (4) Parks Access Permit books for use at facilities where a fee is required. Each Parks Access Permit book includes four (4) single -use access permits. NOTE: In situations where an Oakland County Board of Commissioners member is also serving as a Parks Commissioner, park access permits will be granted for the individual, not for both positions. 2. Commissioners will be sent the "Request for Initial Distribution of Parks Access Permits" form each December and asked to check `yes' or `no' to indicate whether or not they would like to receive Parks Access Permits for the next year. Completed forms will be returned to Oakland County Parks staff by January 15 so that requests can be processed for that calendar year. Parks staff will process the requests and distribute Parks Access Permits by January 31. 3. Parks Access Permits are to be used by Commissioners to promote, showcase, and evaluate park facilities for purposes related to a business reason. 4. Commissioners and their guests will be asked to provide information including their name and an email address each time a Parks Access Permit is used. 5. Commissioners may request additional Parks Access Permits by contacting the Parks and Recreation Executive Officer, or his designee in writing by completing the "Request for Additional Distribution of Parks Access Permits" form. A business reason must be provided at the time of the request. C. Evaluation and Feedback 1. Staff will send an email request as follow up to the use of each Parks Access Permit. 2. Commissioners and their guests will be asked to complete an online survey evaluation to provide feedback that will be used to make decisions regarding the management of the Parks. The request for this feedback will follow their experience at the facility where the Parks Access Permit was used. 3. The data provided on the evaluation will be analyzed by staff and used to make corrections and improvements as needed to ensure quality experiences for guests. 4. Commissioners and/or their guests will receive a request for feedback each time a Parks Access Permit is used. 9D — 41 PURPOSE: This Commission Policy ensures the fair and equitable distribution of Oakland County Parks promotional items. Additionally, Oakland County Commissioners and Oakland County Parks and Recreation Commissioners serve in a role as parks ambassadors to increase attendance to the Oakland County Parks. The primary purpose of promotional items is to promote the Oakland County Parks at its facilities, programs and special events. Only Supervisory staff can request these items through the annual budget process. Each budget center will pay for the items ordered. The members of the Oakland County Board of Commissioners will each receive 500 promotional items per person per budget year. The purpose is for Commissioners to promote the Oakland County Parks. The Communications Unit budget will cover the cost of the Commission -designated items, not to exceed $5,000 annually for all commissioners. Additionally, the members of the Parks and Recreation Commission will receive 500 promotional items per person per budget year. The purpose is for Commissioners to promote the Oakland County Parks. The Communications Unit budget will cover the cost of the Commission -designated items, not to exceed $2,500 annually for all commissioners. The Communications Unit will coordinate the selection and ordering of promotional items annually. Commissioners will not have input on the selection of items, as orders will be coordinated to achieve the lowest price per piece possible. No outside requests for promotional items will be honored. The purpose of this is to ensure that promotional items are used only at special events, facilities and programs that represent and/or promote the parks system. Additionally, this policy supports the Strategic Master Plan to achieve fiduciary responsibility. 11. PROCEDURE FOR PROMOTIONAL ITEMS: Definitions: • Promotional Item: any item with the Oakland County Parks logo and web address designed as a "memory maker" or small gift. • This does not include brochures, flyers, posters and other printed 9D - 42 COUNTY Y V.11I- Date Approved: Dated Revised: C: 09-008 10-07-09 1 1 Page 2 of 4 Parks Promotional Items and Donation Request Policy materials used to promote the Oakland County Parks. Commissioners are not permitted to put their personal information on any promotional item. "Commissioners" refers to both Oakland County Board of Commission and Oakland County Parks and Recreation Commission members. In situations where an Oakland County Board of Commission member is also serving as a Parks Commissioner, items will be granted for the individual, not for both positions. A. Supervisory staff process 1. Oakland County Parks Supervisory staff will participate in the promotional items ordering process initiated by Communications on an annual basis. 2. Communications will select a limited number of promotional items from which supervisors can order, based on the dollar amount they have budgeted for this expense. 3. Communications will coordinate the ordering of items and distribution to staff to store at their facility. 4. Supervisors will decide the methods and special event, program or facility at which to distribute the items. B. Commissioner request process 1. The members of the Oakland County Board of Commissioners and the members of the Oakland County Parks and Recreation Commission will each be allotted a selection of 500 promotional items per budget year. 2. Each commissioner can decide whether to take all their items at one time or have the items stored by the Communications Unit. 3. Commissioners must give five days notice to Communications by telephone or email to pull a quantity of items when needed 4. The items must be picked up at the Oakland County Parks 9D - 43 Administration Office and will not be mailed or delivered by parks staff. 5. The Communications Unit will maintain a record of the items given to each commissioner detailing the date, type and number of items. 6. If a commissioner uses all of his/her promotional items before the budget year is over, no items will be reordered for that individual. 7. For future planning purposes, Commissioners may wish to keep a personal record of how the items were distributed, by event, type of promotional items and numbers used. III. PROCEDURE FOR FAMILY FUN PASSBOOKS: Definitions: • Family Fun Passbook: Valued at $150, the passbook contains vouchers for the free use of various parks and amenities, including camping, golfing, waterparks, park entry, etc. Request process 1. Only requests from Oakland County organizations or organizations with an Oakland County affiliation will be fulfilled. 2. Oakland County Parks staff will keep an annual list of passbooks provided. Only one Family Fun Passbook per organization/ group/school, etc. is permitted per year. 3. Requests for donations to assist private individuals (such as medical fundraisers) are not able to be fulfilled. 4. Requests must be submitted in writing designating: name or organization, type of event, and contact information two weeks prior to the "in -hand" date the passbook is needed. 5. The only "donation" that will be given is the Oakland County Parks Family Fun Passbook. Requests for free golf, waterpark/Fridge 9D - 44 passes, etc. will not be honored. 6. All requestors receiving a donation will be asked to provide an exchange, such as a mention in an event program, link from their website, mention in thank you letter after the event, etc. 7. The Family Fun Passbook will be mailed to the requestor or may be picked up at the Administration Office Front Desk during regular business hours. IV. PROCEDURE FOR GOLF DONATIONS: 1. Non-profit organizations will be allowed one foursome of golf with carts annually to be used at Glen Oaks, Springfield Oaks, or White Lake Oaks. The organization must use it for a fundraiser, and the request must come through a Parks Commissioner. 9D - 45 I. PURPOSE: The primary purpose of promotional items is to encourage use of facilities operated by the Oakland County Parks and Recreation Commission while also increasing attendance at its programs and special events. Oakland County Commissioners and Oakland County Parks and Recreation Commissioners serve in a role as parks ambassadors to increase awareness of Oakland County Parks and Recreation offerings. This Commission Policy provides guidelines for fair and equitable distribution of Oakland County Parks and Recreation promotional items. Definitions Promotional items may include, but are not limited to, any of the following: • items with the Oakland County Parks logo and/or web address designed as a "memory maker" or small gift • brochures, flyers, posters and other printed materials • "Family Fun Passbook"- sampling of coupons for use of various parks and amenities, including camping, day use, golfing, and waterpark entry valued at $150. "Commissioners" refers to both members of the Oakland County Board of Commission and Oakland County Parks and Recreation Commission. In situations where an Oakland County Board of Commission member is also serving as a Parks Commissioner, items will be granted once, not for both positions. II. PROCEDURE FOR PROMOTIONAL ITEMS A. Ordering 1. The Communications and Marketing Unit will coordinate the selection and ordering of promotional items annually. 2. Only Supervisory staff can request these items through the annual budget process. 3. The Communications and Marketing Unit will select a limited number of promotional items from which supervisors can order, based on the dollar amount they have budgeted for this expense. 4. Each budget center will pay for the items ordered. 5. The members of the Oakland County Board of Commissioners will each receive 500 promotional items per member per budget year. a. The purpose is for Commissioners to promote the Oakland County Parks. b. The Communications and Marketing Unit budget will cover the cost of the Commission -designated items, not to exceed $5,000 annually for all commissioners. 6. The members of the Oakland County Parks and Recreation Commission will receive 500 promotional items per member per budget year. a. The purpose is for Parks Commissioners to promote the Oakland County Parks. b. The Communications and Marketing Unit budget will cover the cost of Parks Commission -designated items, not to exceed $2,500 annually. B. Distribution 9D — 46 1. Parks staff a. The Communications and Marketing Unit will coordinate the distribution of promotional items ordered to staff to store at their facility. b. Supervisors will decide the methods and special event, program or facility at which to distribute the items. 2. Commissioners a. Each commissioner can decide whether to take all of their items at one time or have the items stored by the Communications and Marketing Unit. b. Commissioners will determine where to distribute the items that have been allotted to them, with the consideration that the special event, program or facility where they choose to distribute Oakland County Parks promotional items complies with the mission of Oakland County Parks. c. When requesting items for distribution, Commissioners must give five days notice to the Communications and Marketing Unit by telephone or email to pull the quantity of items needed. d. In an effort to reduce postage costs, the items must be picked up at the Oakland County Parks Administration Office and will not be mailed or delivered by parks staff. e. The Communications and Marketing Unit will maintain a record of the items given to each commissioner detailing the date, type and number of items. i. If a commissioner uses all of the promotional items designated for them before the budget year is over, no items will be reordered for that individual. ii. For future planning purposes, commissioners may wish to keep a personal record of how the promotional items were distributed, including the event, type of promotional item and number used. I1I. PROCEDURE FOR PRINT MATERIAL A. Ordering 1. The Communications and Marketing Unit will coordinate the design, development and ordering of all brochures, flyers, posters and other printed materials used to promote Oakland County Parks facilities, programs and special events. 2. The Communications and Marketing Unit will maintain a stock of standard brochures based on the dollar amount budgeted for this expense. 3. Supervisory staff can request custom brochures, flyers, posters or other print items through the Communications Request process. 4. Each budget center will pay for custom items ordered such as flyers, posters, direct mail pieces, etc. B. Distribution 1. The Communications and Marketing Unit will follow standard distribution procedures to provide stock brochures, flyers, posters, etc. to the general public. 9D — 47 KUND COUNTY PARKS Date Approved: Dated Revised: C: 09-008 10-07-09 05-18-12 Page 3 of 5 Parks Promotional Items and Donation Request Policy 2. Parks staff a. The Communications and Marketing Unit will coordinate the ordering and distribution of custom print material according to the Communications Request process. b. Supervisors will decide the methods and special event, program or facility at which to distribute the print material. 3. Commissioners a. Commissioners may request print material for distribution at special events, programs or facilities that support the mission of Oakland County Parks. b. When requesting print materials, Commissioners may contact the Communications and Marketing Unit or administrative staff by telephone or email to pull a quantity of items needed. c. In an effort to reduce postage costs, it is requested that the items be picked up at the Oakland County Parks Administration Office. N. PROCEDURE FOR DONATION REQUESTS A. Family Fun Passbooks 1. In situations where non-profit organizations within or affiliated with Oakland County request a donation from the Oakland County Parks and Recreation Commission, one Oakland County Parks Family Fun Passbook may be given to each organization annually. 2. Requests must be submitted in writing at least two weeks prior to the date the Family Fun Passbook is needed and must include the following information: name of the organization, type of event, and contact information. 3. Prior to distribution of the Family Fun Passbook, administrative parks staff will confirm that the organization is a non-profit organization within Oakland County that has not received a Family Fun Passbook within the past 12 months. 4. For approved requests, the Family Fun Passbook will be mailed to the requestor or may be picked up at the Administration Office Front Desk during regular business hours. 5. Organizations receiving a donation will be asked to provide a promotional opportunity in exchange for the Family Fun Passbook, including, but not limited to: a. listing Oakland County Parks as a donor in an event program b. making announcements of Oakland County Parks' donation during the event c. distributing print materials that promote Oakland County Parks at the event d, linking to DestinationOakland.com from the organization's website e. or some other promotional activity that encourages use of the Oakland 9D — 48 LA D COUNTYPARKS Date Approved: Dated Revised: C: 09-008 10-07-09 05-18-12 Page 4 of 5 Parks Promotional Items and Donation Request Policy County Parks. 6. Administrative staff will keep a list of organizations that receive Family Fun Passbooks. B. Fundraisers 1. In situations where a non-profit organization would like to use a round of golf for a fundraiser, they may be granted one foursome of golf with carts to be used at Glen Oaks, Springfield Oaks, or White Lake Oaks per year. 2. The request must come through a Parks Commissioner to the Executive Officer who will evaluate the request. 3. If granted, the organization receiving this donation will be asked to provide a promotional opportunity including, but not limited to: a. listing Oakland County Parks as a donor in an event program b. making announcements of Oakland County Parks' donation during the event c. distributing print materials that promote Oakland County Parks at the event d. linking to DestinationOakland.com from the organization's website e. or some other promotional activity that encourages use of the Oakland County Parks. 4. Administrative staff will keep a list of organizations that receive rounds of golf as a fundraiser opportunity. V. LIMITATIONS FOR USE OF PROMOTIONAL ITEMS A. The Oakland County Parks and Recreation Commission is a non -partisan organization that strives to meet the recreation needs of all County residents and regional visitors. Commissioners are not permitted to put their personal information on any Oakland County Parks promotional item, including printed materials. B. In an effort to contain costs and ensure that promotional items are used only at special events, facilities and programs that represent and/or promote the Oakland County Parks, promotional items will only be distributed to Oakland County Parks staff and Commissioners. No outside requests for promotional items will be honored. C. Commissioners will not have input on the selection of promotional items, as orders will be coordinated to achieve the lowest price per piece possible. D. Commissioners will be limited to the stock print materials provided by the Communications and Marketing Unit when requesting brochures, flyers, posters, etc. E. In an effort promote fairness and equity in distribution, requests for donations to assist private individuals (such as medical fundraisers) will not be fulfilled. 9D — 49 Date Approved: Dated Revised: C: 09-008 10-07-09 05-18-12 Page 5 of 5 Commission COUNTY PARKS Policy Parks Promotional Items and Donation Request Policy C'hanaP f nntrnl Ri-enrd Revision Date Owner Description of Change 10-07-09 D. Stanfield New Policy Adopted 10-10-11 S. Mackey I. Purpose: shortened text and moved Definitions to this section II. Procedure for Promotional Items: reformatted to add ordering and distribution sections III. Procedure for Print Material: reformatted to add ordering and distribution sections IV. Procedure for Donation Requests: combined Family Fun Passbooks and Fundraisers into one section Added section: V. Limitations for use of Promotional Items: A. The Oakland County Parks and Recreation Commission is a non -partisan organization that strives to meet the recreation needs of all County residents and regional visitors. Commissioners are not permitted to put their personal information on any Oakland County Parks promotional item, including printed materials. B. In an effort to contain costs and ensure that promotional items are used only at special events, facilities and programs that represent and/or promote the Oakland County Parks, promotional items will only be distributed to Oakland County Parks staff and Commissioners. No outside requests for promotional items will be honored. C. Commissioners will not have input on the selection of promotional items, as orders will be coordinated to achieve the lowest price per piece possible. D. Commissioners will be limited to the stock print materials provided by the Communications Unit when requesting brochures, flyers, posters, etc. E. In an effort promote fairness and equity in distribution, requests for donations to assist private individuals (such as medical fundraisers) will not be fulfilled. 05-18-12 `D. Stanfield Changed 14 occurrences of "Communications Unit" to "Communications and Marketing Unit" to reflect organizational change. 9D —50 11M i Y KI ki('IS Date Adopted: Dated Revised: C: 10-001 04/14/10 1 05/03/10 Pagel of 3 Volunteer Policy I. PURPOSE: The purpose of this policy is to outline the process that Oakland County Parks and Recreation staff uses to manage volunteer workers at various facilities. II. PROCEDURE: A. General Guidelines 1. The Oakland County Parks and Recreation Executive Officer shall oversee the implementation and interpretation of this policy. 2. No volunteer will be placed on a schedule without a signed Volunteer Agreement and Waiver of Liability. B. Selection 1. Individuals interested in volunteer positions must submit an application to the Volunteer Program Supervisor. 2. The Volunteer Program Supervisor will review applications with the Park/Program Supervisor to identify possible candidates for a facility or program schedule. a. If the applicant is not a fit for current needs, the Volunteer Program Supervisor will send a letter to the candidate thanking them for interest and encouraging them to apply for future opportunities. b. If the applicant is a possible fit for a current program, then the Volunteer Program Supervisor will conduct an initial phone interview to review the Volunteer Agreement and Waiver of Liability. c. If the candidate expresses interest in pursuing the opportunity, the Volunteer Program Supervisor will send the candidate a copy of the Volunteer Agreement and Waiver of Liability for signature. d. Once the candidate returns the signed Volunteer Agreement and Waiver of Liability, the Volunteer Program Supervisor will then notify the Supervisor of the program or facility and/or the Seasonal Program Specialist to place the volunteer on a schedule or provide them with event details. C. Orientation and Training 1. Orientation will be conducted at the location where the individual will perform volunteer services or if applicable at a general volunteer orientation. This decision is made at the discretion of the Supervisor of the program or facility and/or the Seasonal Program Specialist. a. Orientation will include a review of Volunteer Rules and Expectations for the assigned facility. 9L - 51 Q/W AND COUWITH PARKS Date Adopted: Dated Revised: C: 10-001 04/14/10 05/03/10 Page 2 of 3 Volunteer Policy 2. Training may be conducted by the Volunteer Program Supervisor, Seasonal Program Specialist or any other staff member designated by the Supervisor of the program or facility. 3. Training may occur on an as -needed basis related to volunteer duties. D. Periodic Review 1. In an effort to maintain a mutually beneficial relationship, volunteer performance will be reviewed within 60 days of the volunteer's start date. 2. The Executive Officer/designee, at their sole discretion, may terminate a volunteer for any reason. 3. An additional review of the volunteer's performance will occur at the expiration of the work assignment to determine the individual's eligibility to participate in future volunteer opportunities. E. Time Tracking 1. Volunteer hours are tracked to measure and report on efforts, provide an input for rewards and recognition and identify future opportunities for program expansion. 2. Volunteer time includes mandatory volunteer trainings and meetings. (Volunteers should not include time for optional social functions or special events that are part of the reward and recognition program.) 3. Volunteer time includes time during which services are provided at the program or facility; volunteers should not include drive time to and from volunteer work site on their time sheet. a. Golf Course Volunteers must punch in and out at their volunteer site. b. All other volunteers (Campground Host, etc) must track their service hours using the Monthly Volunteer Time Tracking sheet. They may fax, email or mail their completed time sheet within two weeks of the month ending to the Volunteer Program Supervisor. 4. All volunteer hours will be updated and calculated within 30 days of the previous month's ending by the Volunteer Program Supervisor. F. Rewards and Recognition 1. All volunteer rewards are issued within 30 days of the month where volunteer services were provided. 2. Typical rewards for volunteer services include incidental rewards.which are outlined in the Rules and Expectations document during orientation as 9D - 52 .W "r Y `A R .....M Date Adopted: Dated Revised: C: 10-001 04/14/10 05/03/10 Page 3 of 3 Volunteer Policy applicable for each volunteer program or facility. These incidental rewards may include: a. For Golf Course volunteers - use of the course b. For Campground hosts -a discount on camping fees c. General volunteer rewards include "Complimentary Recreation Points" which can be redeemed for any park services or programs (vehicle permits, day use entry, programs, camping, boating, green fees, driving range, waterpark entry, etc.). 9D - 53 I. INTRODUCTION. On September 15, 2010 the United States Department of Justice amended the regulations governing nondiscrimination on the basis of disability in state and local government services, effective March 15, 2011. 28 CFR § 35.137. This regulation requires public entities to permit use of wheelchairs and other manually -powered mobility aids by individuals with mobility disabilities and to make reasonable modifications to its policies to permit use of other power -driven mobility devices (OPDMD) by individuals with mobility disabilities in areas open to pedestrian use. It. PURPOSE. The purpose of this policy is to address the use of OPDMDs by individuals with mobility disabilities on trails or pathways located on the following: (1) properties owned and operated by OCPRC and (2) properties managed by OCPRC under a lease, easement or use agreement. Based on the criteria set forth in the regulation, OCPRC staff completed a comprehensive assessment and review of each trail and pathway on OCPRC property to determine which types of OPDMDs are appropriate for use on each route. Information provided herein describes the types of OPDMDs that are authorized for use on OCPRC trails and pathways. III. PROCEDURE. A. Definitions. 1. Wheelchair means "a manually -operated or power -driven device designed primarily for use by an individual with a mobility disability for the main purpose of indoor, or of both indoor and outdoor locomotion." 28 CFR § 35.104. 2. Electric Personal Assistive Mobility Device (EPAMD) means a self -balancing non -tandem, two -wheeled device, designed to transport only one person at a time, having an electrical propulsion system with average power of 750 watts or one horsepower and a maximum speed on a paved level surface of not more than 15 miles per hour (Michigan Vehicle Code Act #300 of the Public Acts of 1949, 257.13c). A common example of an EPAMD is a Segway scooter, or an Electrical Assisted Bicycle (EAB). Other Power -Driven Mobility Device (OPDMD) means any mobility device powered by batteries, fuel, or other engines —whether or not designed primarily for use by individuals with mobility disabilities —that is used by individuals with 9D - 54 akYWAIIII'Vit Date Adopted: Dated Revised: Policy # 05-02-12 C12-001 Page 2 of 6 Other Power -Driven Mobility Device Policy mobility disabilities for the purpose of locomotion, including golf cars, electronic personal assistance mobility devices (EPAMDs), such as the Segway Personal Transporter or an electrical assisted bicycle, or any mobility device designed to operate in areas without defined pedestrian routes, but that is not a wheelchair, as defined herein (28 CFR § 35.104). 4. Valid Disability Placard or Card means a card presented by the person to whom it was issued and is in compliance with the state of issuance's requirements for disability placards or cards (28 CFR § 35.137). B. Assessment Factors. The following assessment factors were considered in determining whether a particular OPDMD would be allowed in a specific area as a reasonable accommodation: 1. The type, size, weight, dimensions, and speed of the OPDMD; 2. The area's volume of pedestrian traffic; 3. The area's design and operational characteristics; 4. Whether legitimate safety requirements can be established to permit the safe operation of the OPDMD in the specific area; and 5. Whether the use of the OPDMD creates a substantial risk of serious harm to the immediate environment, natural or cultural resources, or creates a conflict with Federal land management laws and regulations. C. EligibilityfOperation of OPDMD. l . The operator or passenger of an OPDMD must be an individual with a mobility disability and, upon request of an OCPRC employee or volunteer, must provide credible assurance that the OPDMD is required because of the individual's mobility disability. Credible assurance may be provided by either of the following: a) A valid, state -issued, disability parking placard or card or other state - issued proof of disability; or b) A verbal representation, not contradicted by observable fact, that the OPDMD is being used for a mobility disability. 2. OCPRC employees or volunteers shall not ask an individual using an OPDMD about the nature and extent of the individual's disability. D. OPDMD Rules. 1. Prohibited Devices. The following devices are prohibited on OCPRC trails and pathways:1: 1 With the exceptions noted in Section EA.of this policy. 9D — 55 Date Adopted: Dated Revised: Policy # 05-02-12 C12-001 Commission Page 3 of 6 ONAKLAND Policy COUNTY PARKS Other Power -Driven Mobility Device Policy a) Gas or combustible fuel -powered devices because: (1) fuel leaks and/or sparks may result in pollution or fires on the largely forested and/or grassy OCPR trails or pathways; and (2) exhaust and noise emissions from the devices will disturb or damage OCPRC natural or cultural resources or the out-of-doors experience for other park patrons. These devices may be used by OCPRC employees or volunteers only when necessary for operational and maintenance purposes. b) Electric -powered devices, such as electric motorcycles and mopeds (except for EPAMDs and EABs), because of: (1) the typical high speeds at which these devices are driven; (2) the likely damage that will result to OCPRC trail and pathway surfaces from their tires; and (3) some devices may only be permitted on roads or private property by State law. c) OPDMDs more than 36 inches wide because: (1) the width of many OCPRC trails and pathways are less than 8 feet wide; and (2) OPDMDs wider than 36" are potentially dangerous to users coming from the opposite direction or from someone trying to pass the OPDMD from behind. 2. Speed of OPDMDs. For the safety of all individuals using OCPRC trails and pathways, OPDMDs must be operated at the following speeds: a) 5 mph (maximum) when other users are present; and b) 10 mph (maximum) when other users are not present. 3. An OPDMD must remain on OCPRC trails and pathways permitted for OPDMD use at all times because leaving such trails or pathways could pose serious danger to the OPDMD operator or other persons on OCPRC property. 4. An OPDMD must be capable of being turned around within the trail or pathway tread in a safe manner. Operators of permitted OPDMDs must yield the right-of-way to persons on foot, horseback, or non -motorized devices (e.g., bicycles) and announce their presence before passing another trail or pathway user. 6. An OPDMD must have the capacity to safely navigate trail and pathway features and obstructions such as steps and other vertical displacements, ponded water, loose gravel, and rocks. 9D - 56 Date Adopted: Dated Revised: Policy # C12-001 CommissionOS-02-12 Page 4 of 6 PolicyQAKLAND COUNTY PARKS Other Power -Driven Mobility Device Policy 7. The OPDMD shall not be operated in a manner that would poses danger to the OPDMD operator(s), OCPRC employees or volunteers, the public, or that may cause damage to OCPRC property. OCPRC reserves the right to restrict OPDMD use during special events or during times of heavy traffic on OCPRC trails or pathways, if such limitation is required, in the opinion of OCPRC, to protect the public health, safety and welfare of park patrons. E. Trail and Pathway Rules. Based on the OCPRC review and assessment, trail and pathways can be categorized into five different types, with specific limitations and justifications as listed below: Multi -Use Trails or Pathways - Paved or Unpaved. This type of trail or pathway may be open to hikers, bikers, cross-country skiers and/or equestrians. a) Individuals with a mobility disability may use an OPDMD (as permitted by OCPRC's OPDMD rules), wheelchairs and other manually -powered mobility aids. b) Assessment Factors. Characteristics of some types of OPDMDs could affect other trail or pathway users, based on the volume of traffic and operational characteristics of the trail or pathway. These trails or pathways are typically high capacity, two-way traffic areas, where width and speed restrictions must allow for safe passing of OPDMDs, bicycles, equestrians and pedestrians. 2. Singletrack Mountain Bike Trail. This type of trail is typically three -to -four feet wide and is one-way directional. Only mountain bikers are allowed to use this trail and they often travel at high speeds (relative to other types of trail users). a) Due to the existing design and user limitations, the only type of OPDMD allowed on this trail is an electrical assisted bicycle (EAB). b) Assessment Factors. Characteristics of most OPDMDs create a substantial risk of serious harm to this type of trail, the surrounding environment and/or natural resources. These are narrow trails where two-way traffic would harm natural resources when allowing the passage of an OPDMD, other than a narrow - width electric bicycle. Use of other OPDMDs would conflict with the intended use and purpose of the trail for high-speed mountain bike traffic. 9D - 57 Date Adopted: Dated Revised: Policy # C12-001 Commission 05-02-12 Page 5 of 6 (0-AKLAND Policy COUNTYPARKS Other Power -Driven Mobility Device Policy 3. Trails only open to equestrian use, hikers and cross-country skiers (trails not roomed . a) Persons with a mobility disability may use an OPDMD (as permitted by OCPRC's OPDMD rules, 144th the exception of an electrical assisted bicycle), wheelchairs and manually -powered mobility aids on this type of trail or pathway. b) Assessment Factors. Regular (non -motorized) bicycles are excluded from this type of trail so that equestrians can have a recreational trail experience with only having to be aware of pedestrians as other users of the trail. Therefore, electrical assisted bicycles are not permitted. 4. Paved Golf Cart Pathways at OCPRC Golf Courses. a) Persons with a mobility disability may use an OPDMD (as permitted by OCPRC's OPDMD rules), wheelchairs, or other manually -powered mobility aids if the device is to be used for the purpose of golf recreation. On only these types of trails or pathways individuals may operate OPDMDs wider than 36". b) Assessment Factors. Golf course paths are located in recreational settings that are not appropriate for other trail devices, such as bicycles, horses, or OPDMDs other than those suited/used for golfing use. 5. Seasonally Restricted Use Trails. a) OPDMDs may not be used on these trails due to other predominant trail uses or for the protection of the trail and surrounding environment. b) Assessment Factors. In the winter months when snow conditions permit, some park trails are groomed and used only for cross-country skiing, precluding all other uses for that seasonal time, such as hiking, snowshoeing or dog -walking. In other cases, intermittent closures may be required for trails that seasonally flood or are susceptible to damage due to poor soil conditions. IV. RESPONSIBILITY. A. The OPDMD operator or passenger is responsible for ensuring the OPDMD works properly, per manufacturer's instructions. B. OCPRC shall not provide battery charging or emergency retrieval of the OPDMD. C. OCPRC shall not transport the OPDMD to and/or from OCPRC property. D. OCPRC shall not store any privately -owned OPDMD. 9D - 58 E. The OPDMD operator assumes all risks of operating the OPDMD on OCPRC property and shall operate the OPDMD in a safe manner at all times. F. Due to varying conditions on OCPRC property and to ensure safety and natural resource protection, OCPRC recommends that an OPDMD user contact OCPRC at 248-858-0906 to confirm that an OPDMD is permitted on a particular trail or pathway. G. OCPRC does not represent that OCPRC Properties are safe for use by an OPDMD and does not assume any liability for operation of the OPDMD. Certain risks are inherent in the use of OPDMDs on OCPRC Properties. V. UPDATES TO THIS POLICY. OCPRC may modify this policy from time to time as it deems necessary or as required by law. It is the user's responsibility to ensure that they are in conformance with this policy. A. Change to this policy, shall be posted on the OCPRC website, DestinationOakland.corn in advance of their adoption. B. A hard copy of the most current OPDMD policy will be available for public review upon request at the OCPRC Administrative Office and on the OCPRC website. 9D - 59 Date Adopted: Dated Revised: Policy # 05/22/12 C12-OOX Page 1 of 3 Unrestricted Net Assets Reserve Policy I. PURPOSE: The general purpose of reserve funding is to help to ensure the long term financial stability of the organization and position it to respond to varying and unexpected economic conditions and changes affecting the organization's financial position and the ability of the organization to continuously carry out its mission. The Parks & Recreation Commission (Commission) will maintain a Board -Designated Operating Reserve Fund to achieve the following objective(s): To enable the organization to sustain operations through delays in payments of committed funding and to accept reimbursable contracts and grants without jeopardizing ongoing operations; 2. To promote public and funder confidence in the long-term sustainability of the organization. The Unrestricted Net Assets Reserve Policy (UNARP) outlines the procedures for determining the dollar amount of the Unrestricted Net Assets found in the Comprehensive Annual Financial Report (CAFR) allocated to Operating Reserve, Capital Reserve and Capital Improvement Plan. DEFINITIONS • Unrestricted Net Assets - amount equal to the Total Assets minus the sum of Non -Current Assets and Liabilities, as described in the County's CAFR. From this amount Unrestricted Net Assets are categorized as: • Operating Reserve — amount in reserve to meet varying, unexpected or emergency operating requirements. • Capital Reserve — amount in reserve available to meet varying, unexpected or emergency capital acquisitions. • Amount Available for Capital Improvement — perpetual amount to fund capital proj ects. • Planned Use of Fund Balance — amount used to offset budgeted depreciation, which serves as means of funding the Capital Improvement Program. In addition, Fund Balance may be used to balance the revenue budget. Date Adopted: Dated Revised: Policy # 05/22/12 C12-OOX Page 2 of 3 Unrestricted Net Assets Reserve Policy II. PROCEDURE: A. Establishment of reserve funding will occur through the following business activities: 1. Surplus from annual operations a. Operating expense favorability is the primary means of replenishing the Unrestricted Net Asset account. b. Unrestricted net assets and operating reserves are depleted through annual deficits of revenues under expenses. 2. Projects that create or increase revenue, reduce expenditures or otherwise create a situation where revenues exceeded expenditures. 3. Contributions such as funding from donations, unrestricted grants, sponsorships or other funding sources. 4. Unused and unrestricted capital acquisition funding included in the annual cash operating budget. This funding may need Commission action to re- designate to reserves. 5. Borrowing funds from the County's Delinquent Tax Revolving Fund for one-time expenditures, as specified in the County's General Appropriations Act. B. Evaluation and recommendations of each applicable capital funding mechanism will be researched and analyzed based on the project size and financial impact to the organization. C. Where applicable, the Parks and Recreation Commission will be provided an analysis of advantages and disadvantages of each funding option to assist in the decision -making process. D. Oakland County Fiscal Services will provide a pro -forma Unrestricted Net Asset report detailing the anticipated account balance based on the proposed budget to assist in asset planning during the annual budget process. E. Reserve amounts will be determined as outlined below: 1. Operating Reserve - The portion of unrestricted net assets not designated by the Parks and Recreation Commission. The amount is to be set at 25% of the current year Adopted Budget, reflecting required funding from the period October 1 thru December 31 while tax revenue is being collected. 2. Capital Reserve - An amount set at between 25% and 30% of the Capital Budget. 3. Amount Available for Capital Improvement Plan - Comprises of the following components: a. Project Estimated Cost and Adjustments b. Impact of budgeted account specifically used to fund the Capital Improvement Plan c. Capital Equipment Budget Plan and Allowance 9D - 61 Date Adopted: Dated Revised: Policy # C12-OOX OS/22/12 CommissionPage 3 of 3 OAKLAND Policy COUNTY PARKS Unrestricted Net Assets Reserve Policy d. Grants and Contributions e. Unfunded future year projects F. Uses 1. Unrestricted Net Assets provide a funding source for extraordinary or unplanned capital purchases as approved by the Commission. 2. In addition, the balance is available for transfer to alleviate instances when operating expenditures exceed operating revenues. G. Governance 1. The level of reserves will be reviewed by the Commission as part of the annual budget process. 2. Unrestricted Net Asset will be managed on an ongoing basis. 3. As part of the regular financial reporting to the Commission, reports of any significant variations from the target balance will be presented. 4. Restrictions of Unrestricted Net Assets may only be imposed by outside parties, such as: creditors, grantors, contributors, laws or regulations of other governments. H. Authorization of drawdown from Operating Reserves 1. Decreases of the Operating Reserves fund from the established target level are not recommended except under extraordinary circumstances. 2. A drawdown from the fund that will not or cannot be replaced with operating funds in the current fiscal year must be approved by a 2/3 majority of the Commission. 9D - 62 Date Adopted: Dated Revised: Policy # 05-26-11 C:12-OOX KLAN I I Page 1 of 3 COUNTY PARKS Use of Alcohol on Park Property I. PURPOSE: To provide Oakland County Parks and Recreation Commission staff and volunteers with clear and consistent rules regarding the consumption and sale of alcohol in Oakland County Parks to facilitate the safety of all persons on park property. II. PROCEDURE: The following policy applies to all employees, volunteers and patrons of Oakland County Parks who are of legal age to consume alcohol. Definitions: • The term `alcohol' as used in this policy statement means the product of distillation of any fermented liquid whether rectified or diluted whatever may be the origin thereof, and includes synthetic ethyl alcohol. • The term `intoxicating liquor' as used in this policy is defined as alcoholic liquor containing four percent (4%) or more of alcohol by weight. • Keg beer (including `pony kegs" and "partyballs ") is not allowed in the general public areas of any parks. Keg beer is only allowed at a reserved group picnic shelter with prior approval from the park supervisor. A. Consumption of Alcohol on Park Property Underage drinking will not be tolerated under any circumstances. In the event that any underage drinking is suspected, the Oakland County Sheriffs Office will be immediately notified. 2. No employee may consume or bring alcoholic beverages into any County park while on duty or in uniform. Violation of this policy may result in immediate termination. 3. Day Use Parks: a. A family group on a picnic may bring alcoholic beverages into a County park in their picnic baskets or small portable ice chests with the understanding that it is to be used in moderate amounts as a beverage during a meal. b. ALL alcoholic beverages brought into the County parks in this manner are to be consumed at designated picnic sites. c. No alcoholic beverages are permitted in any beach area. d. All beverages, whether they be alcohol or otherwise, must be served in unbreakable containers. 4. Campgrounds: a. Campers may bring alcoholic beverages into a County park with the understanding that it is to be used in moderate amounts. 9D — 63 Date Adopted: Dated Revised: Policy # 05-26-11 C:12-OOX COAKLAND Page 2 of 3 PARKSCOUNTY ' Use of Alcohol on Park Property b. ALL alcoholic beverages brought into the County parks in this manner are to be consumed at their designated camping sites. c. The use of alcoholic beverages at a picnic, barbecue or at similar group functions held publicly by institutions or organizations in reserved sections of a County park requires a permit from the Parks and Recreation Commission. d. All beverages, whether they be alcohol or otherwise, must be served in unbreakable containers. 5. Waterparks: a. No alcoholic beverages allowed in Waterparks, Lookout Lodge, on the observation decks or along the main pathways. b. No beverages (alcoholic or otherwise) allowed on rides. c. All beverages must be served in unbreakable containers. B. Sale of Alcohol on Park Property: the sale of alcoholic beverages within parks is prohibited, subject to the following two exceptions: 1. At formally established concession and banquet facilities operated by, or under contract with, the Oakland County Parks and Recreation Commission (Commission) a. At specifically designed golf courses where meals or lunches are served. The sale of alcoholic beverages will be permitted under strict regulation, being restricted to certain hours of the day and under the special authorization and control of the Commission. i. Such sales of alcoholic liquors shall be made only in individual drinks (not in original packages or otherwise bulk) and shall be served for consumption on the immediate premises. ii. Sales of alcoholic beverages in bottles will not be permitted. b. Banquet Facilities: i. Alcoholic beverages will be permitted for consumption only in reserved areas of the facility providing that all such beverages are purchased from the authorized catering contractor. ii. Persons renting any banquet facility operated by the Parks and Recreation Commission, which does not sell alcoholic beverages, may bring their own alcoholic beverages providing the set-ups are purchased from the authorized catering contractor and a qualified bartender hired by the authorized catering contractor is used to dispense all drink. 2. At events that meet all of the following requirements: a. An application for such purpose shall have been submitted to and 9D — 64 Date Adopted: Dated Revised: Policy # 05-26-11 C:12-OOX Page 3 of 3 COUNTY PARKS Use of Alcohol on Park Property approved by the Commission; and b. The applicant must be an established non-profit, charitable entity which meets the following requirements: i. Has actively functioned in Oakland County for at least two years ii. Is recognized as having provided substantial benefit in the interest of the public in Oakland County, and iii. The Commission has determined in the exercise of its reasonable discretion, based on the available evidence, that the proceeds from the approved sale of alcohol will be used primarily to serve the interests of the public in Oakland County; and c. The applicant has secured licensure from the Michigan Liquor Control Commission (LCC) and has provided written evidence of such licensure; and d. The applicant has secured all insurance for the event as required by the Oakland County Department of Risk Management; and e. The event will be short term; and f. The event is primarily expected to be attended by adults, and any minors expected to attend will, for the most part, be in the presence of their parents or affiliated adults. 9D — 65 Date Adopted: Dated Revised: Policy # 05-25-12 C12-OOX Or kNI Page 1 of 2 COUNTYPARKS' Media Inquiry Policy I. PURPOSE: To provide guidelines to all Oakland County Parks and Recreation Commission staff and volunteers that will ensure accurate and consistent responses to all media sources requesting information. II. PROCEDURE: Oakland County Parks are public facilities and open to everyone. We have an obligation as an organization to respond to requests for information. We strive to provide comprehensive and complete information to the public through a variety of communication mechanisms. However, when responding to individual requests from the media for specific information, we limit the scope of staff who are approved to respond to these requests in order to ensure accurate information is provided. Definitions: • Media includes newspaper, magazine, internet, radio, and television opportunities used to inform the public about OCPR programs and facilities. A. Staff are directed to use the following protocol when responding to media requests for information, including both general media inquiries as well as requests for stories: 1. Refer all requests for information to the Supervisor - Communications and Marketing (Desiree Stanfield at (248) 858-4627). a. Communications and Marketing will ensure that the media contact is referred to the staff person with the knowledge and approval to respond to the request. b. Additionally, Communications and Marketing will track all requests and follow up to record results. 2. Staff members are only to speak to media with approval from the Supervisor - Communications and Marketing, the Manager of Operations (Sue Wells) or the Executive Officer (Dan Stencil). 3. If the request is received outside of normal business hours (8:30-5:00 pm Monday - Friday), staff are directed to request media contact information including a phone number and email address. This information should be forwarded to the Supervisor - Communications and Marketing (Desiree Stanfield at stanfieldd ?oakgov.com or (248) 462-9475 for follow up. 4. If the media appears in person at a park facility, staff are directed to ask for the reporter's name, and the radio, television, newspaper, magazine or internet outlet they are representing. This information should be forwarded to the Supervisor - Communications and Marketing (Desiree Stanfield at (248) 858-4627) for follow up. 9L - 66 Date Adopted: Dated Revised: Policy # 05-25-12 C12-OOX KLAND Page 2 of 2 COUNTY PARKS Media Inquiry Policy a. If the Park Supervisor is not available, staff may provide media with basic information and facts about facilities, such as fees, hours, attractions, etc that are already public information. b. Staff members may refer to DestinationOakland.com to obtain this information or refer media to the website. c. Staff members are directed not to offer their own opinion about topics, issues, policies or operations. 5. If the media wants to interview guests, staff are asked to try to stay with media to observe the interaction and make notes on the questions and responses made during the interview. Staff are directed to provide any information collected during a guest interview to the Supervisor - Communications and Marketing, Desiree Stanfield ((248) 858-4627). 6. In cases of significant public relations matters, such as injuries, accidents or incidents, media questions and/or department related public statements must be handled by the Executive Officer (Dan Stencil). a. Parks staff are directed to forward these requests to the Supervisor - Communications and Marketing (Desiree Stanfield at (248) 858- 4627). b. If the Executive Officer is not available, the Supervisor - Communications and Marketing will determine escalation procedures, including contacting the Commission Chairperson for comment. The Commission Chairperson is only to be contacted by designated Administrative staff members. 9D - 67 .TUNE 6, 2012 OAKLAND COUNTY PARKS & RECREATION COMMISSION AGENDA AGENDA ITEM NO. 10 A ADMINISTRATION/PLANNING To: Chairman Fisher and Commission Members From: Daniel J. Stencil, Executive Officer Jeff Phelps, Supervisor 11 — Fiscal Services Submitted: May 31, 2012 Subject: Update on Recommended Proposed FY 2013-2015 Budget INTRODUCTION AND HISTORY As was discussed at the May 23, 2012, Commission meeting we are making the recommended changes to the Proposed FY 2013-2015 budget. The key areas we are changing include: • Modifying the budget figures to reflect the anticipated change in the Michigan Personal Property Taxes • Inclusion of the report detailing the personnel, salaries and benefits • The addition of the Definitions/Appendix for the CIP and Major Maintenance Reports • The modification of the Unrestricted Net Assets Reserve policy to include the definitions • Modification of the Nature Center budget When this process is finalized we will hold the public hearing and present the proposed budget to the Commission for adoption. In accordance with the OCPRC Bylaws, the budget shall be submitted to the Commission for approval and adoption by the first regular meeting in September. 10 A-1 APPENDIX A MANAGEMENT PLANS - Definitions Capital Improvement Program (CIP) — Management Plan & 15 Year Forecast: The CIP Management Plan & 15 Year Forecast includes projects that are over an expenditure of $10,000 for new or remodeled facilities. • Remodeled facilities must be fully depreciated to be considered CIP Projects. Maintenance Management Plan & 15 Year Forecast: The Maintenance Management Plan & 15 Year Forecast includes the following projects: • Major Maintenance Projects that are over $10,000 and have not been fully depreciated Maintenance Projects that are cumulative totals for the cost center or facilities are over $10,000. Preliminary Priority Levels: Each project is preliminary classified under the following five preliminary priority levels: Currently staff is working with the commission chair to define and refine these levels for the following fiscal year management plans: • Priority #1— Health, Safety & Welfare: • Priority #2 — Regulatory: • Priority #3 — Customer Service — Revenue Generation: • Priority #4 — Customer Service — Operational Savings: • Priority #5 — Customer Service: Status Definitions: Since the budget process requires a fiscal 'Snap Shot' of the current fiscal year expenses of the CIP budget, staff needed to clearly identify what projects were being proposed for the following fiscal year. This was accomplished by indicating the following 'Status' of each project. • Active: o New and/or previously forecasted projects that staff will be 'Actively' managing in the proposed funded fiscal year. • Pending o New and/or previously forecasted projects that are 'Pending' approval of funding sources from grants, partnerships, sponsorships, etc. within the proposed funded fiscal year or future unfunded fiscal years. Commission approval is required for a 'Pending' project to become 'Active'. • In -Progress o Current projects, typically under contract, that may extend into and/or thru the proposed fiscal year. • Completed o Current projects, typically under contract, that are anticipated to be completed before the end of the current fiscal year. 10 A-2 ro � 7.1,R In., Zk I® ® , OAKLAND COUNTY PARKS & RECREATION COMMISSION AGENDA To: Chairman Fisher and Commission Members From: Daniel J. Stencil, Executive Officer; Donna Folland, Project Advisor for Planning; Jon Noyes, Planning Supervisor Submitted: May 23, 2012 Subject: Waterford Oaks Master Plan Concepts INTRODUCTION AND HISTORY Date Description Action February 1, 2012 Staff requested concept approval of the draft Commission Meeting Waterford Oaks Master Plan to enable staff to solicit public comment. Concept Approval April 2 — May 2, 2012 Staff solicited public comment on the draft NA Public Comment Waterford Oaks Master Plan via online and hardcopy surveys for a 30-day period. ATTACHMENTS There are no attachments. The materials listed in the table below will be provided to the Commission at the June 6, 2012, Commission Meeting for review prior to the July 11, 2012, Commission Meeting. STAFF RECOMMENDATION The following actions are planned: Park Document June 6, 2012 July 11, 2012 Chapter 2: Park Approval to adopt Waterford Oaks Park Vision and Facility Vision Informational Concepts as the guiding document for Waterford Oaks for 2013 — 2022 Chapter 3: Facility Approval to adopt Waterford Oaks Park Vision and Facility Concepts Informational Concepts as the guiding document for Waterford Oaks for Waterford 2013 — 2022 Oaks Chapter 10: Preliminary Park Informational NA Business Plan Waterford Oaks Master Plan Public Comment Results Informational NA Summary MOTION No action is requested at the June 6, 2012 Commission Meeting. 10 B-1 JUNE 6, 2012 OAKLAND COUNTY PARKS & RECREATION COMMISSION AGENDA AGENDA ITEM NO. 10 C ADMINISTRATION To: Chairman Fisher and Commission Members From: Daniel J. Stencil, Executive Officer; Sue Wells, Manager of Parks & Recreation Operations Submitted: May 31, 2012 Subject: Amended 2012-2013 Proposed Nature Education Plan INTRODUCTION AND HISTORY Staff will be attending the June 6, 2012, Commission meeting and will present the recommended Nature Education Plan, contingent upon the Focus Group input. The Focus Group meetings are planned for June 14, 2012, at the Waterford Oaks Activity Center. Information on this plan will be provided to the Commission at the meeting on June 6, 2012. 10 C-1 Item # 11 A Activity Reports May 2012 L. Gee & J. Dunleavy This report will be distributed at the 06/06/12 Commission Meeting. 11 A-1 To: Chairman Fisher and Commission Members From: Jon Noyes — Supervisor of Planning; Kathleen Dougherty — Education Resource Planner Submitted: May 31, 2012 Subject: Education Resource Program Update INTRODUCTION AND HISTORY OCPRC's 2008 Strategic Plan highlighted the role of the County Park System as a steward of public resources and the need to educate county residents on the value of that investment. The position of Education Resource Planner was created through the 2009 reorganization to advance the role of education in furthering OCPRC's mission and to maximize the value of park resources toward that end. Jon Noyes will make a brief presentation to introduce Kathleen Dougherty and her work over the past several years. Kathleen will be available to answer questions regarding the Education Resource Program Update that was included in the Commission packet. A booth highlighting some current nature education materials will also be available during the Commission meeting for review. ATTACHMENTS NRE Program Schedule — A description of Natural Resource Education Programs NRE and Volunteer Program List — A list of the 2012 "resource based" programs that focus on the stewardship of natural resources in Oakland County STAFF RECOMMENDATION Information only — No recommendation at this time. MOTION Move to receive and file the materials related to this matter. 11 B-1 NRE Program Schedule for 2012 Natural Resources Education Programs provide training for volunteers that provide Natural Resources Stewardship work at Oakland County Parks. Volunteers act as citizen scientists and monitor species at the parks. The information is provided to the Natural Resources Planner to aid in making decisions related to the presence of these species at the parks and in implementing land management measures. In addition, programs are provided to the public on natural resource issues at park locations identified as important topics, such as, Eastern Massasauga Rattlesnake Identification and Coyote Education. Educational program goals seek to provide proper information and to direct appropriate behaviors from park guests to ensure their safety and also to protect species of special concern. The Natural Resources Planner strongly influences and directs the program offerings. Volunteer 2011 Meeting - The Results! Sunday, February - 2- 4 pm Lookout Lodge @ Waterford Oaks, Waterford The meeting involved an educational program for volunteers presented by volunteer and student at LTU Sara Svatora on proper location of Nest Boxes. Nest Box Monitor Volunteer Training Sunday, March 4, 2 - 4 p.m. Wint Nature Center @ Independence Oaks, Clarkston NESTB"�,, s " i'', Monitor Workshop Wv Netv'. C...' j� Indepeed— 0okl CeUMV P"k Help ve(lote the Coflele Slueb4d popdoe ulolloe le Oold Ce-ty 1 MIR. IALITi'T'X1itJ Oakland County Parks actively manages nest boxes at several parks for native cavity nesters like the Eastern Bluebird. Volunteers are needed to monitor these boxes. Information will be provided on the techniques, recordkeeping and more. Volunteers must be willing to commit weekly visits to the nest boxes from April - August. Approximately 60 people attended the program - 62 volunteers monitor in 2012. NRE events 2012 Page 1 11 B-2 Oakland County Parks and Recreation follows a National Model from the Cornell Laboratory of Ornithology - NestWatch. All Oakland County Parks observations reported NestWatch are available for scientists around the world to use. In 2011, Oakland County Parks & Recreation was recognized as one of the top 20 reporting sites in the country. Monitors at parks also serve as an official presence reporting fallen trees, etc. to park staff. Field Results in 2011 Eastern Bluebirds 156 Birds Fledged Tree Swallow 233 Birds Fledged House Wren 95 Birds Fledged Natural Shoreline Landscapes on Michigan's Inland Lakes Property Owner's Workshop Saturday, March 17, 9 am- 12; 30 pm Wint Nature Center @ Independence Oaks, Clarkston Partnering with Michigan State University Extension along with the MDEQ, CRWC, WRC and the Clarkston Chapter of Wild Ones, a property owner's workshop was held to help residents understand the value of natural shorelines to water quality, property values and wildlife. Staff worked with a committee and facilitated the use of the park for this workshop. The workshop was filled to capacity. MSUE provided experts, registration, materials and much of the workshop organization. Partners provided displays. Some attendees travel from Eaton Rapids and Portage to attend. LOrIWl.•�fl}rollala3� — jNestWatch XathCeen Dougherty I t �i } NestWatch Chapter Coordinator { { Training Workshop �+�. 1 r.nrrr.rr M.•n.r r n.l ]1..1 r ../ \nln nr.lu,: vlr.ry ,.rrul;:'.;�. u,Irrin�r. p•/.rl.rn•I lrrl.: ! 1!-nr4 •hM•/^r Mn,r rner• i.).rdn. Uu.h )�, a•era. q w UI • •a ,n Y)1 YRvpW.r,..n n )••- V •w -,11 I,d.,.nM..n 1.1.•r ••Yul. s,l• Yi^r a �`�6.. Wadl lrr�.l..d±• )avbi+•� Ifl le•' allw NM )..a. Mi 1_ 1)w•• v ........., �.n.:.l .�+.1, . lun,la.w . 1•.rp v.-nL I.M. �^ ..IJ �..,.,.. NI['1K.��SIlIr Ixtension ES400 DEd) / "` ' C VWRC NRE events 2012 11 B-3 Page 2 Frog Survey Volunteer Training Friday, March 30, 7 - 9 p.m. Wint Nature Center @ Independence Oaks, Clarkston Oakland County Parks and Recreation participates in the Michigan Department of Natural Resources State Wide Frog Survey. Volunteers help staff conduct night surveys during April, May and June. Recognizing the calls of singing frogs along with their life history is part of the training. This program is a refresher past volunteers and it is open to the public. 1 his is citizen, science pioyral7). Surveys done at Rose Oaks & Independence Oaks 18 volunteers trained and 28 volunteers have offered to assist i,g20:1.2 �' C'1�'�a ter"�fp►=ri0kr, �,If (� �Rt 2s' `{ gay«.- c r� Grassland Birds Volunteer Training Thursday, April 19, 7 - 9 p.m. Wint Nature Center @ Independence Oaks, Clarkston y More than 97% of native grasslands have been lost in the U.S. As a result, grassland bird populations have declined to historic levels. Oakland County Parks ' and Recreation has been monitoring grassland birds at several park locations since 2007. Learn about these species of conservation concern and what you can do to help. Guest instructor, Nancy Tar an Oakland Audubon member, along with natural resource education staff will provide the training. l us is citizen scrcnce- prc��rni��. 25 people attended this program & 14 volunteers have committed to survey. This is an increase over the three volunteers that helped in 2012. Reports provided by volunteers help evaluate the efficacy of the controlled burns. The NR planner designate the areas surveyed. This field work has identified the presence of species on conservation concern nesting at Oakland County parks and has helped to update the parks bird checklist. Grasshopper Sparrow 1 -4 r y `� AA. f t Ill MI ,.s r' Dickcissel NRE events 2012 Page 3 11 B-4 Clever Coyotes Saturday May 5, 11 a.m. - 2 p.m. Orion Oaks Dog Park An informal educational expo for pet owners at the dog parks to answer their questions coyotes. Natural Resource education staff and local researchers from Wayne State University were available to answer questions. Educational materials and displays will also be provided. Part of Oakland County Parks and Recreation ongoing educational effort to convey appropriate behaviors to keep coyotes wild and away from people. 50 - 60 attended the expo. Kids in the Creek - Stream Leader Program Mott High School Students conduct stream studies at Waterford Oaks bi-annually in the spring and fall. Classes monitor Water Quality at the Pontiac Creek. This is part of a watershed wide place based program. The students report their results in November at the student Congress. Grassland Birds Hike Saturday, June 2, 8 -10 a.m. Orion Oaks County Park in Lake Orion 0 NI WATFR_ ern COVNCII. A guided hike for the public and volunteers to see some of the rare and unique grassland birds at Orion Oaks. Oakland Audubon members will be leading this hike. Park Entry fees apply. This is a great chance for guests to see the unique bird species at Orion. Last year, a state threatened Red -shouldered Hawk was seen. Oakland Audubon promotes this experience on their website. NRE events 2012 Page 4 11 B-5 Nature At Night Friday, June 8, 7 - 9 pm Lookout Lodge -Waterford Oaks County Park CRITTCR C ATCFFCR5 inc. C''1 A live animal presentation by the Organization for Bat Conservation followed by a walk on the trail after the program in search of bats and other nocturnal creatures that active while we sleep. This program is sponsored by Critter Catchers. - Oakland County Parks and Recreation received a grant from Critter Catchers for this program. This is new offering that has never been provided at Waterford Oaks - offered to the nature center, but the staff declined since a similar program was offered early to a sold out audience. North American Butterfly Association Count Saturday, June 30 -10 am -1 p.m. Independence Oaks County Park 1 This citizen science program is part of a National Count. Event partners are the Six Rivers Regional Land Conservancy and Oakland Audubon Society. A count is also being conducted at a SSRLC preserve. Butterfly experts donate their time - it is like a bio-blitz for butterflies. Over 60 butterflies have been recorded at Independence Oaks during these counts. This is the sixth year that OCPR has participated. Urban Coyotes Saturday August 11, 11 a.m. - 2 p.m. Red Oaks Dog Park An informal educational expo to provide coyote education to dog owners held at the dog park. Natural Resource education staff along with local researchers will be available to answer your questions. Educational materials and displays will also be provided. NRE events 2012 Page 5 11 B-6 Clean Up the Clinton River Watershed Saturday, September 8ti' -10 am -1 pm. Help keep the Clinton River Watershed free of litter and debris. Join in a community clean up at both Orion Oaks & Independence Oaks County Parks. Meet at the Lake Sixteen WATER511FP COUNCIL Boat Launch Parking Lot on Joslyn Road at Orion Oaks and the Boathouse at Independence Oaks. In partnership will the Clinton River Watershed Council. Rattlesnake Recognition for Dog Owners Saturday, Sept. 15, 11 a.m. —1:30 p.m. Lyon Oaks Dog Park, Wixom Michigan's only venomous snake, and a species of special concern, the Eastern Massasauga Rattlesnake, will be featured at an informal expo. Displays, live snakes and educational materials will be available during this event. Dog owners learn how to respond if they encounter a Massasauga Rattlesnake on the trail Christmas Bird Count Workshop Sunday, November 18, 3-4:30 pm Wint Nature Center at Independence Oaks i Oakland Audubon Society in cooperation with Oakland County Parks and Recreation host a program for anyone interested in learning about the Audubon Christmas Bird Count (CBC). CBC training will introduce people to this conservation activity that involves searching for birds. Oakland Audubon Christmas Bird Count Tally Rally Saturday, December 15, 4:30 — 7 pm Wint Nature Center at Independence Oaks Oakland Audubon Society will host a Tally Rally after the Christmas Bird Count. For more information - visit the www.oaklandaudubon.org website. This count occurs at three OC parks and communities near Oxford, Brandon and Orion. NRE events 2012 11 B-7 Page 6 Natural Resources Education Services to Communities Rotating Natural Resources Exhibits: Oakland County Parks and Recreation offered communities and libraries natural resources displays during 2011. Fifteen communities took advantage of this service. This service was provided to communities at no cost. Communities received four different tabletop displays during the course the year along with an Oakland County Parks and Recreation brochure holder that was stocked with seasonally sensitive marketing pieces. Pa, %Eatinrm communities in 2011 are as follows: Libraries: • Baldwin Public Library in the City of Birmingham • Hazel Park Memorial Library in the City of Hazel Park • Orion Township Library Parks and Recreation Departments: • Auburn Hills Parks and Recreation at Hawkwoods Nature Center • Clawson Parks and Recreation at the Community Center • Farmington Hills Parks and Recreation at the Heritage Woods Nature Center • Orion Township Parks and Recreation • Waterford Township Parks and Recreation has two exhibits o One at the Community Activities Center — (Senior Center) o One at the Drayton Plains Nature Center Government Offices: • Addison Township • City of Farmington • City of Rochester Hills • Village of Lake Orion • Springfield Township h' • Rose Towns ip JINA 1 , At ID D The display at Hawkwoods was also used for teaching! During the period from May 2011 through February 2012, it is estimated that over 75,000 communitv contacts were made. Less than 100 100 - 200 200-300 400-500 # of sites Total 1,050 — 4,200 7 7,350-29,400 4,200 — 8,400 3 12,600-25,200 8,400- 12,600 3 25,200-37,800 16,800-21,000 2 33,600-421000 78,750—134,400 NRE events 2012 Page 7 11 B-8 Natural Resources Education through Interpretive Signs at Parks In 2011, the following interpretive signs requested by staff were installed: Waterford Oaks Greenhouses Sign Content Turfgrass Alternatives PurposeLocation Request S. Ditter/ explanation of demo plot April Glen Oaks GC Pebble Creek NR restoration B. Bird/explanation of creek side stewardship August Independence Oaks Crooked Lake Fishing M. Boyd/update of fishing sin April Independence Oaks Clinton River J. Noyes/River Trail ed. Jul Independence Oaks Mesic Forest J. Noyes/River Trail ed. Jul Independence Oaks Micro Worlds J. Noyes/River Trail ed. Jul Independence Oaks Glaciers J. Noyes/River Trail ed. Jul Ind.Oaks-North Bushman Lake Fishing D. Stencil/New acquisition fishing ed. July Lyon Oaks Mitigation Project B. Bird/Interpretation of Mitigation Site August In addition, researched and created sign proposals for Independence Oaks Tower and Red Oaks Dog Park visitor education signs. No follow up requested. NRE events 2012 Page 8 11 B-9 tzy I O 2011 NRE_VOL Events Meeting/Program Description Date Time # Location Partner/Sponsors Notes Volunteer meeting with an educational presentation and information about the Lookout Lodge/Waterford Guest Presenter - J. Volunteer 2010 Results Mtg results of their field work in 2010 January 15 3-5 pm 18 Oaks Schechter Training for Volunteers to help with nest box Nest Box Training monitoring at six parks in 2012 March 6 2-4 pm 54 IONC/Independence Oaks Nestwatch -CLO Volunteer Training Training for Volunteers to help with frog Frog Survey Training surveys at three parks March 18 7-9 pm 27 IONC/Independence Oaks MDNR Volunteer Training Training for volunteers to monitor Grassland Grassland's Bird Survey Training Parcels at Parks April 7 7-9 pm 8 IONC/Independence Oaks Oakland Audubon Conservation Stewards Class Field calss for MSUE Conservation Stewards April 9 9 am - 4 pm 37 IONC/Independence Oaks MSUE, OCPED Garlic Mustard Education and Pull at Lookout Lodge/Waterford Greenhouse staff + Garlic Mustard Pull Waterford April 16 10 - 1 pm 7 Oaks Stewardship Network Event Opportunity for agencies to showcase Conservation Stewards Volunteer Expo volunteer options April 18 6- 9 pm 25 JEOB MSUE, OCPED Rattlesnake ID for Dog Owners Rattlesnake informal expo at Dog Park May 7 11 am - 2 pm 80 Orion Oaks MNFI Waterford Schools, WRC Stream Leader program - classes test at the and Clinton River Waterford Mott Students Water Testing Pontiac Creek May 7 >120 Waterford Oaks Watershed Council Green Summit Educational Expo at Oakland Schools > 40 Oakland Schools OU, CRWC, WRC + local Clinton River Water Festival Area Water Education Event May 20 all day 134 Oakland University communities Grassland's Bird Walk Public walk to view grassland species June 4 8 - 10 am 18 Orion Oaks Oakland Audubon Requested interactive parks green/nre Green Open House/Orion Plant - GM exhibit June 22 Noon - 7 pm >1,500 GM Orion Plant GM Green Team Survey as part of the North American 12-30 -3:30 SSRLC,Oakland Audubon & Butterfly Assn - open to the public and June 25 Butterfly Count volunteers pm 23 IND NABA July 11 - 18 all days Springfield Oaks - Oakland Co MSUE - MG program Invasive Plant Display at Fair Pulled together invasive display for fair > 500 Fair Black light Survey Public Program to look at Night insects July 30 9 11:30 pm 40 + Independence Oaks Oakland Audubon Public Program to look at night insects September 10 - Noon 5 Lake Sixteen & Orion Dog Clinton River Clean UP 10 Park CRWC Rouge River Water Festival Area Water Education Event September 14 all day 60 + Cranbrook Institute of Science FOR, WRC, Cranbrook Massasauga Recognition for Dog Educational Expo at Dog Park about the September 11-1:30 pm — 50 Owners Eastern Massasau a Rattlesnakes 17 Lyon Oaks Dog Park MNFI Michigan Alliance for Environmental and Outdoor Education Professional Development Workshop October 7-9 >100 Bay City MAEOE Waterford Schools, WRC Fall Stream Leaders + Detention Ponds > 120 and Clinton River Waterford Mott Sutdent Water Testing October Waterford Oaks Watershed Council Student Community reports on water testing November 100 CRWC,WRC and various Clinton Student Congress 20 Macomb ISC Corp sponsors Audubon Christmas Bird Count Learn how to participate in Christmas Count November 3-5 pm 27 IONC/Independence Oaks Oakland Audubon Workshop 20 Audubon Christmas Bird Count Field survey of birds - national event December 18 all day 46 IONC/Independence Oaks Oakland Audubon 2012 NRE—VOL Events Meeting/Program Description Date Time # Location Partner/Sponsors Notes Volunteer meeting with an educational presentation and information about the Lookout Lodge/Waterford Volunteer made Volunteer 2011 Results Mtg results of their field work in 2011 February 12 24 Oaks presentation Training for Volunteers to help with nest box Nest Box Training monitoring at six parks in 2012 March 4 2-4 pm 50 - 60 IONC/Independence Oaks Nestwatch -CLO Volunteer Training MSUE, MDEQ, Clinton Workshop by MSUE for lake property owners River Watershed Council, Natural Shoreline Workshop to create natural shorelines March 17 9 am - 3 pm 50 + IONC/Independence Oaks WRC and Wild Ones Conducted by MSUE Training for Volunteers to help with frog Frog Survey Training surveys at three parks March 30 7-9 pm 20 IONC/Independence Oaks MDNR Volunteer Training Training for volunteers to monitor Grassland Presentation by OAS/NRS Grassland's Bird Survey Training Parcels at Parks April 10 7-9 pm 25 IONC/Independence Oaks Oakland Audubon volunteer Educational Expo at Dog Park about urban Researcher+volunteers Urban Coyotes coyotes May 5 11 am- 2 pm 50 - 60 Orion Oaks Dog Park Wayne State University assisted Waterford Mott Students test water quality at CRWC, WRC and NRE staff coordinates Water Testing - Waterford Schools Waterfore Oaks - May >120 lWaterford Oaks Waterford Schools and mentors Public walk by volunteers to view Grassland Grassland Birds Hike Species June 2 8-10 am Open Orion Oaks Oakland Audubon Walk led by Audubon club Nature at Night Public pro ram to help understand bats June 8 7 - 9 pm Open Waterford Oaks Critter Control Grant program Survey as part of the North American 10 am-3:30 Butterfly Assn - open to the public and June 30 SSRLC ButterflyCount volunteers pm Open IND Educational Expo at Dog Park about urban 11 am- 2 pm Open Urban Coyotes coyotes August 11 Red Oaks Dog Park Wayne State University Help clean up the watershed at Oakland 10 -Noon Open Lake Sixteen & Orion Dog Clinton River Clean UP Count arks September 8 Park CRWC Massasauga Recognition for Dog Educational Expo at Dog Park about the September 11-1:30 pm Open Owners Eastern Massasau a Rattlesnakes 15 Lyon Oaks Dog Park MNFI MSUE, OCPED and other Conservation Stewards Class Field class for Conservation Stewardship October 6 all day Open IONC/Independence Oaks partners Conducted by MSUE Waterford Mott Students test water quality at Open CRWC, WRC and NRE staff coordinates Water Testing - Waterford Schools Waterfore Oaks - October Waterford Oaks Waterford Schools and mentors Audubon Christmas Bird Count Learn how to participate in Christmas Count November Open IONC/Independence Oaks Oakland Audubon Led by OAS Workshop 18 Audubon Christmas Bird Count Field survey of birds - national event December 15 all day Open IONC/Independence Oaks Oakland Audubon Led by OAS EXECUTIVE OFFICER'S REPORT ITEM # 11 C 1. Upcoming Events and Programs: Attached for your information is a list of upcoming events and programs scheduled by the Recreation Programs and Services Staff. 2. Activity Reports: We will be distributing the Activity Reports for May 2012 at the Commission meeting on Wednesday, June 6, 2012. 3. Communications & Marketing Update: •Produced the spring Community Connections Initiative newsletter •Facilitated Group Golfer offer for Lyon Oaks Golf Course. The offer was $35 for 18 holes with cart and range balls. The offer is valid thru 7-13-12. OCPR captured $29.75 of the revenue and $5.25 went to Group Golfer. No credit card fees are charged with Group Golfer. A total of 1,428 were sold. That translates into $42,483 revenue for OCPR and $7,497 revenue for Group Golfer. •Created print and online ads for Michigan Golf Link Magazine; circulation: magazine 50,000 & e- newsletter 30,000. Promoting $5 off weekday rate -Springfield Oaks •Facilitating update of TODS (Tourist Oriented Directional Signs) for Oakland County Market and Groveland Oaks Campground with Michigan Department of Transportation — in progress •Prepared ad for Michigan Golf Guide printed as a companion piece to The Oakland Press •Developed a Communications Plan for public input on the Waterford Oaks Master Plan that includes a news release, e-marketing message, Facebook post, DestinationOakland.com post, story in Spring Community Connections Initiatives Newsletter and public notice in The Oakland Press •Submitted 2012 events for consideration of posting on Telegraph Road message board (2-sided, by Health Dept.) •Created ad on Oakland County Market for Michigan Gardener Magazine •Facilitated media contacts that resulted in: Count Your Steps at Waterford Oaks County Park photo/video in The Oakland Press; Catalpa Oaks in MRPA member e-newsletter; Summer Concerts/Theme Weekends at both campgrounds in Oakland County Moms; Metro Parent Magazine's Going Places special section included blurbs on both waterparks and Oakland County Fair; hiking at Rose Oaks County Park in The Oakland Press; Catalpa Oaks in South Oakland Eccentric; The County Market in Troy-Somersette Gazette and The Spinal Column; golf courses opened in Royal Oak Review 4. Catalpa Oaks — Phase One Development: This project is beginning to pick up speed with earthwork activities beginning May 21, 2012. The construction is approximately 4 weeks behind schedule; however 95% of all submittals, shop drawings and owner/approval of materials have been completed. Due to this, the contractor still anticipates substantial completion by August 1, 2012. In addition to the above items most of the permits have been acquired, with the exception of Road Commission for Oakland County Permit, since it is now a requirement that with the update 11 C-1 of the concrete approaches by a developer, the traffic cross -walk signals now have to be updated as well at the developer's expense. This will require Barton Malow to retain an MDOT approved Traffic Engineer to complete the necessary engineering for the permit. Upon completion of this additional engineering and construction change order amount, staff may require the Commission's approval since this engineering and construction change order may be a large portion of the pre -approved contingency for the project. This cross -walk location is at the intersection of Greenfield and Catalpa Road. The update is required by the City of Southfield as part of the Administrative Site Plan Review Process. It is anticipated that this change order will not hold up the current site improvements, however it will need to be resolved before the July 11, 2012 Commission meeting if it requires Commission approval. Mike Donnellon will have pictures at the Commission meeting on June 6, 2012, in order to provide an update of the Catalpa Oaks Construction project. Grant Update: On May 11th staff applied for a $50,000 grant through the Michigan Economic Development Corporation's Urban Farmers Market Program. If awarded, the grant will do the following: o Market Research: Working with MSU to gather data on market vendors, customers, and farmers markets within Oakland County and the role of collaboration in brand development, market promotions and consumption -chain expansion (growing the market for markets). o Marketing and Promotions: Radio, TV, signage and print media to promote the County Market and all markets within Oakland County. o Small Business Development: Business development and marketing training for market vendors, both from the County Market and other markets within Oakland County through the Oakland County Business Center. o Health and Nutrition Programs: Partnering with MSUE's Health and Nutrition Educators and the OC Health Department to provide educational programs at markets within Oakland County. o Public Transportation: Work with Oakland Schools to construct a Market-themed bus stop at the current bus stop location on County Center Drive (across from the County Market). o Accessibility: The creation of an accessible route from the overflow parking at the Road Commission to the County Market. o EBT/Local Currency Program: Bringing EBT and a local currency program to the Market to increase diversity, promote health and nutrition programs and improve access to healthy local foods. An announcement of grant awards is expected in early June 6. Update on Independence Oaks Culvert Replacement Project: Staff are currently out to bid for this project, based on the previously concluded watershed analysis by our environmental consultants, ECT, Inc. as well as the MDEQ Permit review for the project. This analysis and permit review has expanded the original scope of replacing the existing 36" failing culvert with 2 or 3 new culverts at an engineer's estimate of $81,500. This expanded scope now includes a 12' wide x 4' deep box culvert with approximately 125 linear feet of asphalt road replacement and undercut with a new engineer's estimate of $113,000. 11 C-2 Additionally, Staff included the replacement of approximately 715 linear feet of Independence Oaks Blvd as an alternate to the culvert base bid, since this portion of the road continually fails due to the poor soil conditions. With the recommended road cross-section provided by the geo- technical engineer, staff wanted to consider removal and replacement of the road due these conditions. The engineer's estimate for this alternate is $336,000. Staff will be presenting this project for Commission approval on July 11, 2012, anticipating completion by October 1, 2012. 7. Education Resources Program Introduction and Report: Kathleen Dougherty, Education Resource Specialist, will refresh the Commission on what the Education Resources Program is and what her role is in Nature Education Resources. 8. State Fair: As a result of an inquiry from the Commission at the May 23, 2012, meeting we are working with LC Scramlin of the Oakland County 4H Fair, who is on the State Fair Board, to discuss our involvement for the event. 9. Focus Group on Nature Education: The Focus Group meetings on Nature Education will be held on June 14, 2012 at the Waterford Oaks Activity Center. The times for the sessions will be 3:00-5:00 p.m. and 6:30-8:30 p.m. 10. Commission Member Group Photo: Staff is planning to take a group photo of the Commission on Wednesday, June 6, 2012, immediately following the meeting if all Commissioners are present. Weather permitting we will take the photo outside; if the weather does not cooperate we can take the photo in the Activity Center. We ask that the Commissioners please dress accordingly for this photo opportunity. 11. Planning Update: Project Advisor Donna Folland has provided an update on the status of the master plans. That update is included as part of this report. 12. Michigan Personal Property Tax: As a result of the question that was raised at the May 23, 2012, Commission meeting, the Property Tax Levy account should be reduced by $75,000 for the FY 2013 Parks Commission Recommended Budget. As a necessary offset, Planned Use of Fund Balance account could be increased by $75,000, which would allow the FY 2013 Budget to remain at $22,933,010. 13. Six Rivers Regional Land Conservancy: We received an update from Chris Bunch, Executive Director of Six Rivers Regional Land Conservancy on their kayak program and have attached the flyer. In an effort to get people out to enjoy and appreciate the natural features in Southeast Michigan, they have expanded last year's kayak league to summer Adventure League. It includes six different kayaking trips and a series of self -guided hikes on trails on Bald Mountain, Huron Clinton Metroparks and Oakland County Parks trails. It kicks off with the first kayak trip on the Huron River on 5/30. The attached flyer provides details for the series. 11 C-3 Upcoming Events — May Adaptive Recreation May 14 Adaptive Golf Lessons — Southfield May 21 Adaptive Golf Lessons — Southfield May 28 Adaptive Golf Lessons — Southfield Field Sports — Catalpa Oaks April — June (soccer) SOCS — Monday, Tuesday, Wednesday, Thursday, Friday, Saturday and Sunday SPSC — Sunday April — August Southfield Parks and Recreation — Softball Southfield Youth - Baseball SOCS — South Oakland County Soccer SPSC — Stay and Play Social Club Field Sports — Lyon Oaks April — June Wixom Parks and Recreation Soccer (Tuesday and Thursdays) May — September Michigan Cricket Academy (MCA) - Saturday and Sunday evenings Great Lake Cricket Association GLCA) - Saturdays OC Parks Express No OC Express in May Campground Recreation May 18-20 Welcome Weekend Special Events, Dol4s, Golf, and Health & Wellness May 1 4-Person Scramble at Springfield Oaks May 2 Adult Golf Lessons at Lyon Oaks May 5 Vaccination Clinics for Dogs Chipping Clinic at Lyon Oaks Chipping Clinic at Glen Oaks May 7 Adult Golf Lessons at Lyon Oaks May 9 Adult Golf Lessons at Lyon Oaks May 12 Free Day at Waterford Oaks BMX Chipping Clinic at Red Oaks 11 C-4 May 14 Adult Golf Lessons at Lyon Oafs May 16 Adult Golf Lessons at Lyon Oaks May 19 Chipping Clinic at White Lake Oaks May 20 Chipping Clinic at Springfield Oaks May 21 Adult Golf Lessons at Lyon Oaks May 23 Adult Golf Lessons at Lyon Oaks May 24 Media Day at the County Market May 26 Opening Day at Red Oaks Waterpark Free Wood Chips Days May 26-28 Red Oaks Waterpark opens from 10 a.m. to 7 p.m. May 28 Adult Golf Lessons at Lyon Oaks May 30 Adult Golf Lessons at Lyon Oaks Nature/Interpretive Programs May 2 Clear Lake Elementary May 3 Clear Lake Elementary May 5 Daisy Girl Scouts May 8 Clarkston Garden Club/Project Wild May 9 Timing Your Tot into Spring May 10 Holy Cross Pre -School May 11 Holy Cross Pre -School May 12 Tuning Your Tot into Spring Horse Fan Junior Girl Scout -Horse Fan Badge May 15 Springfield Plains May 16 Botsford Child Care Starlab-Hoover Elementary May 17 Andersonville Elementary May 18 Pine Knob Elementary May 19 Webelos Naturalist Badge May 20 StarlabBrownie Troop Brownie Troop Hike May 23 Holly Elementary May 24 Starlab/Detroit Country Day May 30 Our Lady of the Lakes Volunteer Opportunities May 9 Volunteer Orientation Mobile Recreation May I Stage 5: City of Pontiac Bus: West Bloomfield H.S. Bus: Older Person Commission 11 C-5 May 2 Stage 5: City of Pontiac Bus (2): Heritage Elementary to Comerica Park Bus: West Bloomfield H.S. May 3 Stage 5: City of Pontiac Bus: St. Patrick School May 4 Stage 5: City of Pontiac Bus: Rob D'Angelo to Comerica Park May 5 Stage 3: American Cancer Society Stage 4: American Cancer Society Stage 5: American Cancer Society Bus (2): Nancy Shells Wedding Shuttle May 6 Stage 3: American Cancer Society Stage 4: American Cancer Society Stage 5: American Cancer Society Bus: Older Person Commission to Baldwin Theater Bouncer: Oakland County Sheriff's Department May 8 Bus (2): Springfield Plains May 9 Bus: Country Oaks Elementary to the Detroit Zoo Bus: Feet on Street Tours of Detroit May 11 Bus (2): Oxbow Schools to the Detroit Zoo May 12 Stage 3: American Cancer Society Stage 4: American Cancer Society Stage 5: Motor City Harley Davidson Bus (2): Ultimate Soccer Bus: Huron Valley Sinai Bleachers: Oakland County Central Auction Festival Package II: Ferndale P & R May 13 Stage 3: American Cancer Society Stage 4: American Cancer Society May 15 Bus (2): Andersonville Elementary May 16 Bus: Four Corners Montessori Bus: Feet on Street Tours in Detroit Bus: Older Person Commission to Motor City Casino May 17 Bus: Older Person Commission to Comerica Park Bus: OC Express May 18 Bus (2): Four Corners Montessori Bus: Waterford Twp. To Detroit Symphony Orchestra May 19 Stage 3: American Cancer Society Stage 4: Lamphere High School Stage 5: Pontiac Elks Club Bus: Ken Regaldo to Comerica Park Bus: Beverly Repke's 40"' Birthday Party Shuttle Bus: Rachel Boyd -Staff Training May 20 Stage 3: American Cancer Society Stage 4: The Major Group k l C-6 May 20 Stage 5: Wixom P & R Bus: Red Oaks Waterpark Orientation Bus: Adaptive Recreation Trip to Lansing Bus: Older Person Commission to Avon Players May 23 Bus (2): Clarkston Elementary Bus: Oakland County Credit Union May 24 Stage 5: Cranbrook Educational Center Bus: Our Lady of the Lakes Bus: Feet on Street Tours in Detroit May 25 Bus (3): Four Corners Montessori May 26 Stage 4: Hazel Park P & R Mascot: Addison Oaks Bouncer: Transform Pontiac Festival Package L• Addison Oaks May 27 Stage 5: White Chapel Bus (2): Great Lakes National Cemetery Mascot: Groveland Oaks Climbing Tower: Groveland Oaks Mini Festival: Groveland Oaks May 28 Stage 4: Village of Beverly Hills Stage 5: Keego Harbor P & R Festival Package II: Village of Beverly Hills May 29 Bus (2): Hillel Day School May 30 Bus: Ultimate Soccer May 31 Bus: Independence Twp. Senior Center Festival Package IL• Stevenson Elementary Mini Festival: Grant Early Childcare 11 C-7 OAKLAND COUNTY PARKS & RECREATION To: Chairman Fisher and Commission Members From: Daniel J. Stencil, Executive Officer; Donna Folland, Project Advisor for Planning; Jon Noyes, Planning Supervisor Submitted: May 23, 2012 Subject: Master Planning Update to Parks Commission STAFF REPORT Master Planning Process: ■ OCPRC's master planning process is the subject of the June 1 Planners' Gathering hosted by Oakland County Planning & Economic Development Services. See attached brochure. Planning Consultant Blanket Contract (Service Portfolio Project): ■ Staff has received qualifications from four planning firths. Review by staff assisted by Oakland County Purchasing is underway. Staff recommendations will be presented to the Parks Commission on July 11. Waterford Oaks Master Plan: ■ Please see Agenda Item regarding the Waterford Oaks Master Plan concepts. ■ A presentation made by Donna Folland to the Waterford Township Planning Commission regarding the Waterford Oaks Master Plan Nvas well -received. Comments from the Planning Commission will be incorporated into the master plan (Compiled Community Comment). Red Oaks Master Plan: ■ Please see Agenda Item regarding the Waterford Oaks Master Plan concepts. Five -Year Recreation Master Plan: ■ The Master Plan Team is meeting to track and review products that will comprise the Rea-eation Plan. The Team has developed the following schedule: Date Action July 11, 2011 Staff presentation of draft Goals & Objectives to Parks Commission August 1 Staff presentation of draft Park dam' Recreation Concepts to Parks Commission September 5 Parks Commission receives complete draft Recreation Plan for review October 3 Staff requests Conceptual Approval of draft Recreation Plan, enabling staff to solicit ublic comment October 15 Beginning of Public Comment Period November 14 End of Public Comment Period December 5 Public Hearing; Staff reports on results of Public Comment Period and requests Adoption of Recreation Plan March 1, 2013 Deadline to submit Recreation Plan to Michigan Department of Natural Resources in order to be eligible to apply for Michigan Natural Resources Trust Fund grants 11 C-8 COAKL COUNTY MICHIGAN L. Brooks Patterson, Oakland County Executive Planners' Gathering Friday, June 1, 2012 Contributing to the betterment of Oakland County's economy, community and environment Oakland County Parks and Recreation Park Master Planning Process Oakland County Parks and Recreation has launched a system -wide, collaborative master plan process to develop 10-year park master plans. The purpose of each park master plans is to provide staff, park users and the public with a clear vision of the desired character and future direction of each park. Park master plans provide the Oakland County Parks and Recreation Commission with a framework for making decisions regarding capital improvements, business plans and other actions requiring Commission approval. At the June Gathering hear how the process builds on existing community conditions, provides opportunity for public input on local recreational needs, and how concepts are developed that integrate facilities into a common vision. The master planning process guides the development of an updated 5-Year Parks and Recreation Master Plan. It also lays the foundation for participation in regional planning efforts and for working towards national accreditation. 11 1JJ, I u w The Waterford Oaks Master Plan is designed to provide staff, park users, the public and decision-makerswilh a clear vision of the desired character and future direction of Waterford Oaks. The plan will providethe Oakland County Parks Commission with a frame—k. for making decisions regarding capital improvements, business plans and other actions requiring Commission approval. The plan's easily accessible information about guiding principles, site characteristics, park vislon and business strategies vdll inform business plans and requests for proposals as the facildy concepts are implemented. This document contains: Partl Park Master Plan (Chapters 1-3) Part II Background (Chapters 4-7) Part III Implementation (Chapters 8-10) 11 C-9 www.oakciov.com/peds � anners' Ga erin COUNTY MICH IGAN L. Brooks Patterson, Oakland County Executive Friday, June 1, 2072 Contributin7 to the betterment of Oakland County's economy, community and environment Logistics Where: Iroquois Club 43248 N. Woodward Ave. Bloomfield Hills, MI 48302 (248) 451-9653 www.theiroquoisclub.com When: Friday, June 1, 2012 Time: Aetworking - 11:30 a.m. Lunch - 12:00 noon Program -12:20 — 2:00 p.m. RSVP: Checks must be made payable to Oakland County and received no later than Tuesday, May 29, 2012. Sorry, no refunds can be made after this date. The registration form may be duplicated (please use a separate form for each attendee). Not everyone in your organization receives this information, therefore, we appreciate your efforts to invite others who may be interested in attending. For questions, please call Julie Skene at 248.858.5437 or send an email to: skenei@oakgov.com. Return to: "Workshop Series" Oakland County Planning & Economic Development Services 2100 Pontiac Lake Rd., 41 W, Waterford MI 48328-0412 Name Title Organization Phone Fax E-mail Speakers: Oakland County Parks and Recreation Commission Donna Folland, Project Advisor for Planning Jon Noyes, Supervisor for Planning Sue Wells, Manager Parks and Recreation Operations Location Map: Iroquois Club Make Checks Payable to: OAKLAND COUNTY ❑ Chicken Parmesan, served with fresh steamed broccoli, spinach, and cheese ravioli Or ❑ Stuffed roasted tomato (Vegetarian) Meals include: Salad, rolls & butter, coffee, tea, soft drinks & chocolate chip cookies for dessert. New Cost $20.00 11 C-10 Join Six Rivers to explore nature right here in your back yard, paddling stretches of the: Belle, Clinton, Flint, Huron, Rouge and Shiawassee rivers. In addition, we will be putting together six self -guided hikes at different parks in Oakland & Macomb Counties. Participants are eligible to receive prizes at the end of the league; the more events you do the better your chances are at winning some great prizes! Cost to Participate: $10/person for each kayak event or $40 for the entire league. Hiking events are free. Full league price includes annual membership to 6Rivers and a 6Rivers water bottle. Equipment: Bring your own equipment, or call Heavner Canoe & Kayak Rental at 248-685-2379. Make sure to tell them you are with Six Rivers. Where: Location on each river TBA. Sign up for email updates! Registration: Register by calling 248-601-2816 or emailing dane@ sixriversrlc.org for info on meeting location and times. Or, stop by Backcountry North's downtown Birmingham location at 284 West Maple Road to sign up. About Six Rivers Six Rivers is a regional land conservancy. We help to si \ illyc I ', protect the natural resources in the communities where we live, work, and play in Southeastern Michigan. A Big Thanks to Our Sponsors! DEN CO Backcountry HURON RIVER May 30 @ 4:00pm CLINTON RIVER June 13 @ 4:00pm SHIAWASSEE RIVER June 27 @ 4:00pm FLINT RIVER July 18 @ 4:00pm BELLE RIVER August 1 @ 4:00pm ROUGE RIVER August 22 @4:00pm Call Heavner Canoe & Kayak Rental at 248 685-2379 if you need to rent equipment for any of the rivers. In addition to the kayak events, this year we have added hiking and decided to call it an Adventure League! There will be six different self -guided hiking routes provide to participants to do at their leisure Six Rivers will provided trail routs and directions for each of the different hikes we have selected. All we ask is that you snap a few pictures along the hike and send them in, it's as easy as that! Plus, the more events you do the better the chances you have at winning some great prizes at the end of the league party. There will be two different routs at the Bald Mountain State Recreational Area; one route at Stoney Creek Metropark; one route at Wolcott Mill Metropark; one route at Independnce Oaks County Park; and one route at Addison Oaks County Park. Sign up by calling 248-601-2816 or email dtruscott@ sixriversrlc.org to receive more information and directions on how to participate and to get put on our mailing list. �, i j' � � s;• � l,r Hike The Parks Near You! Get out on the trails and enjoy the parks that are right here in Oakland and Macomb Counties. Explore the trail systems at: Bald Mountain State Recreation Area, Huron -Clinton Metroparks and Oakland County Parks. We will be providing you trail routes and directions to all of the different locations. Please remember that you still might need to pay entrance fees to the different park locations. End Of The League Party! We will hold an end of the league party at the end of August with a free BBQ at the Paint Creek Cider Mill in downtown Goodison.There will be door prizes, a bucket raffle , and other great prizes for those that participate. The more kayaking and hiking events that you complete the better your chances are at winning! We hope to make this an annual event that helps promote Six Rivers, Our partners & sponsors, and promote conservation and outdoor recreation in the region. A Big Thanks to HURON-CLINTON tr QAKLAND Our Sponsors! ��ayng METROPARKS `. COUNTY PARKS LAt'a t<ikV it uuuicle. 11 C-12 t PA "i now -,. -------------- ------ LU Oakland County Parks and Recreation Commission Meeting Park and Recreation Administration Offices 2800 Watkins Lake Road, Waterford, Michigan 48328 June 6, 2012 9:00 A.M. Nature Education Plan 1. Service Portfolio 2. Focus Group Letter and List 3. Operations 4. Nature Education 5. Resource Based 6. Volunteers 7. Measurement Tools a. Budget b. Program Evaluation 8. Marketing Plan 9. Nature Education Partner List 10. Presentation Oakland County Parks and Recreation Commission • To create, guide and enhance recreational experiences Why Educate? • To communicate the value of OCPRC as a steward of public resources • To support behavior that ensures quality of life in Oakland County • To support management goals and objectives. • To fulfill legislative role as recreation provider. Purpose: Site Interpretation Visitor ­�-- Site Features: • Wint Nature Center • Waterford Greenhouse • Ellis Barn • Ernst Barn • Park Natural Areas (Signage, Maps, On-line Educational Materials) • The County Market • Friendship Woods Nature Center (Potential) • Go Units Purpose: Facilitated Experience Visitor ---> World Features: • Star Lab • School/Community Outreach • Campground recreation • School Groups • "Walk-in" Interpretation • Park Tours • Birthday Parties • Badge Days • Fishing Programs • Geocaching Service Portfolio Strategy Resource Analyze the "market"for educational Based -personal programs, identify the strategic positioning of OCPRC educational programs and explor%valuate Purpose: Directed Interaction opportunities for partnership. Visitor ­3�. Resource Features: • Grassland Bird Survey • Butterfly Count • Mossasauga Workshops • Next Box Monitoring • Burn Survey Volunteers • Christmas Bird Count • Park Stewards Program • Stream Leaders Program & Stormwater Kids • Swallowwort Control Program/Invasive Species ✓ Identify audience needs ✓ Make investment decisions based on resident need and organizational priorities — health initiatives ✓ Determine the value of educational investment in terms of Cost Recovery, Millage Awareness, and Mission Effectiveness. ✓ Develop and implement a comprehensive marketing strategy that maximizes the value of educational investment ✓ Design evaluation into Strategy. Strategic Partnership Opportunities ✓ Evaluate Economic Value in order to maximize the value of OCPRC resources and the role of education in the organization, it is essential for staff to pursue strategic partnerships with both private and public organizations including*: Critter Catchers— Resource -based Programs • HCMA — Busing, Nature Trailer, Naturalist Programs Michigan Trapping Association — Resource -based Programs Waterford Schools — Resource and Facility Programs • MDNR — Educational/Promotional Materials SIX Rivers Land Conservancy — Resource -based Programs OTC — Facility (construction) Programs • WRC — water Quality Programs • MDEQ/MDA — Michigan Turfgrass Stewardship Program . Oakland Schools/ MSTech Centers • Audubon — Sponsorship of Resource -based Programs • The Stewardship Network — Resource -based Programs . Cornell Lab of Ornithology • Brandon/Clarkston Schools — Naturalist -based • Michigan Barn Preservation Network — Facility -based Programs . CRWC/ Watershed Councils • MSUE — Nutrition, Garden and Stewardship Programs • NOHLC • Oakland Astronomy Club • Scouts • Oakland County Historical Commission — Facility -based Programs Other County Units/ SEMCOG *List includes current and pending initiatives 2800 Watkins Lake Road , Bldg 97W -Waterford, MI 48328-1917 248.858.0906 • 1.888.00PARKS o DestinationOakland.com QZ-AKLANDCOUNTYPARKS May 24, 2012 Name, Address, City, State,Zip Greeting: The Oakland County Parks and Recreation Commission is committed to providing quality, regional naturalist -based, resource -based and facility -based interpretative education to its 1.6 million annual visitors. In this time of change, the parks commission and staff are dedicated to creating a new model of interpretive education. As we strategically plan for the future, we would like your input on both past experiences and future expectations. To that end, Oakland County Parks and Recreation is hosting two focus group sessions on Thursday, June 14 at Waterford Oaks County Park from 3-5 p.m. and 6:30-8:30 p.m. Sessions will take place at the park's activity center at 2800 Watkins Lake Road, Waterford MI 48328. The information collected from the focus groups will be analyzed to provide parks commissioners and staff assistance in creating a strategic process to reach future goals. Your opinions are important and we can about your past experiences and future expectations of our role as a regional recreation provider of naturalist -based, resource -based and facility - based interpretive education. We hope to see you at Waterford Oaks County Park on June 14, 2012. Please RSVP to Megan Craft at 248.858.4602 or craftmr(aD-oakgov.com by Thursday, June 7, 2012. Sincerely, Dan Stencil Executive Officer Gerald A. Fisher Chairman John R McCulloch Vice Chairman J. David VanderVeen Secretary Pecky D. Lewis, Jr. Chairperson Emeritus A. David Baumhart III Robert Kostin Christine Long Gary R. McGillivray "n Scott S. Wilson Daniel J. Stencil Executive Officer 2.1 0 ur mission is to provide quality recreational experiences that encourage healthy lifestyles, support economic prosperity and promote the protection of natural resources. N N Title First Name Last Name Company Name City State ZIP Code Email Address Ms. Donna Folland Oakland County Parks & Recreation 2800 Watkins Lake Road Waterford MI 48328 follandd@oakgov.com Mr. Daniel Stencil Oakland County Parks & Recreation 2800 Watkins Lake Road Waterford MI 48328 stencild@oakgov.com Ms. Sue Wells Oakland County Parks & Recreation 2800 Watkins Lake Road Waterford MI 48328 wells,@oakgov.com Ms. Brittany Bird Oakland County Parks & Recreation 2800 Watkins Lake Road Waterford MI 48328 birdb@oakgov.com Ms. Kathleen Dougherty Oakland County Parks & Recreation 2800 Watkins Lake Road Waterford MI 48328 doughertyk@oakgov.com Ms. Terry Fields Oakland County Parks & Recreation 2800 Watkins Lake Road Waterford MI 48328 fieldst@oakgov.com Ms. Becky Stepp Oakland County Parks & Recreation 2800 Watkins Lake Road Waterford MI 48328 steppr@oakgov.com Ms. Desiree Stanfield Oakland County Parks & Recreation 2800 Watkins Lake Road Waterford MI 48328 stanfieldd@oakgov.com Ms. Susan. Ditters Oakland County Parks & Recreation 2800 Watkins Lake Road Waterford MI 48328 ditterss@oakgov.com Ms. Lynn Conover Oakland County Parks & Recreation 2800 Watkins Lake Road Waterford MI 48328 conoverm@oakgov.com Mr. Ben Myers City of Madison Heights 300 west Thirteen Mile Road Madison Heights MI 48071-1899 benmyers@madison-heights.org Mr. Jon Austin City of Madison Heights 300 West Thirteen Mile Road Madison Heights MI 48071-1899 jonaustin@madison-heights.org Ms. Ann Conklin Michigan Recreation & Parks Association 2465 Woodlake Circle, Suite 1180 Okemos MI onklin@mrpaonline.org ' Alan Lockwood 22575. Hadley Ortonville MI 48462 lockwoar@gmail.com Ms. Kathy Uchman 9940 Bridge Lake Road Clarkston MI 48348-1100 uchmank@gmail.com Ms' lacy Garrison Oakland County Water Resources Commission One Public Works Drive Waterford MI 48328-1907 garrisonj@oakgov.com Ms. Carol Lenchek MSU Extension -Oakland County 1200 N. Telegraph Road Pontiac MI 48341 lenchakc@oakgov.com Ms. Michelle Arquette Palermo Clinton River Watershed Council 1115 W. Avon Road Rochester Hills MI 48309 michele@cn c.org Ms. Heather Huffstutler Six Rivers Regional Land Conservancy 44800rion Road Rochester MI 48306 hhuffstutler@sixriverslc.org Mr. Bob Muller Royal Oak Nature Society 211 S. William Street Royal Oak MI 48067 rdmuller625@gmail.com Mr. Mike Gallagher Oakland Schools Science Council 2111 Pontiac Lake Road MI Mike.Gal1aghe1@oak1and,k11mi.us Ms. Sue Julian North Oakland Headwaters Land Conservancy P.O. Box 285 Clarkston MI 48347 sjulian@provide.net Mr. Dave Holt Oakland Astronomy Club 333 North Hill Circle Rochester MI 48307 david.a.holt@gmail.com Ms. Ashlie Smith Farmington Hills Nature Center 24915 Farmington Road Farmington Hills MI 48336 asimons@fhgov.com; Mr. Jim Keglovitz Oakland County Planning & Economic Development 2100 Pontiac Lake Road Waterford MI 48328 keglovitzj@oakgov.com Mr. Ray Rustem Michigan Department of Natural Resources P.O. Box 30028 Lansing MI 48909 Rustemr@michigan.gov Mr. Mike Mansour Hawk Woods Nature Center 3799 Bald Mountain Road Auburn Hills MI 48326 mansour@auburnhills.org Mr. Mike George Huron -Clinton Metroparks 13000 Highridge Drive Brighton MI 48114-9058 mike,george@metroparks.com Mr. Greg Almas Huron -Clinton Metroparks 13000 Highridge Drive Brighton MI 48114-9058 greg.almas@metroparks.com Mr, Stuart Riley Walled Lake Outdoor Education Center 357751eeth Court Commerce Township MI 48382 st.artrilry@wlc,d. g Mr. Alan Heaver Heaver Canoes 2775 Garden Road Milford MI 48381 alheaver@hotmail.com Mr. Dan 8adgley E. L. Johnson Nature Center 3325 Franklin Road Bloomfield Hills MI 48302 dbadgley@bloomfield.org Ms. Mary Bohling Michigan Sea Grant Extension 1674 Fort Street Lincoln Park MI 48146 bohling@msu.edu Ms. Debt Lynch 9260 Sashabaw Road Clarkston MI 48348 Ms. Kathy Rollins 11700 Clark Rd. Davisburg MI 48350 Ms. Jody Harrington 1686 Yorkshire Rd. Birmingham MI 48009 Pat & Jae Gall 5500 Sunkist Dr. Oxford MI 48371 Ms, lean Linville 266680smun Madison Heights MI 48071 Mr. Dick Jackson 34627 Hawke Drive Sterling Heights MI 48310 Ms. Judy Simpson 86 W. Katherine Madison Heights MI 48071 Mr. Chuck Tretchler 634 N. Edison Royal Oak MI 48067 Mr, George Hankins 30733 Winthrop Madison Heights MI 48071 Ms Marl Kome 4439 Larkspur Court Warren MI 48092 Independence Oaks Parks/ Nature Center Operation Budget Park Staff — Part-time Parks Helper/Building Attendant's Two part time staff positions have been budgeted for the 2013 Budget The cost is $21,000.00 We will only have one staff person scheduled 20 to 40 hours each week. They will be responsible for the following: 1. Operate the front desk when building is open 2. All cleaning — restrooms, exhibits, floors, class rooms, etc. 3. Event and program set-up and clean-up 4. Care of existing wildlife — snakes, fish and turtles 5. Wildlife feeding area Park Staff — Grounds Park Staff — Part-time — Parks Helper/Groundskeeper The cost is approximately $9,000.00 Park staff will be responsible for the following tasks: 1. Mowing, line trimming, sidewalk edging 2. Tree trimming 3. Gardens 4. Pond maintenance 5. Parking lots 6. Trails, bridges and paths 7. Amphitheatre 8. Fire Pits 9. Trash Removal 10. Snow removal 3.1 Red Oaks Golf Course/ Nature Center Operation Budget Golf Course Staff — Part-time Parks Helper/Building Attendant's Two part time staff positions have been budgeted for the 2013 Budget The cost is $21,000.00 We will only have one staff person scheduled 20 to 40 hours each week. They will be responsible for the following: 1. All cleaning — restrooms, exhibits, floors, class rooms, etc. 2. Event and program set-up and clean-up 3. Care of existing wildlife — snakes, fish and turtles 4. Wildlife feeding area 5. Front desk when building is open Grounds Golf Course Staff — Part-time - Park Helper/Groundskeeper One Staff person will be designated to maintain the grounds. This person will be scheduled 20 to 40 hours per week. They will also be leading trustee work crews to assist with projects and daily maintenance. The cost is $10,500.00 Additionally Golf Course staff will maintain the following: 1. Mowing, line trimming, sidewalk edging 2. Tree trimming and removal 3. Manage Trustees for projects 4. Gardens 5. Pond maintenance 6. Parking lots 3.2 7. Trails, bridges and paths 8. Trash Removal 9. Snow removal Tree removal plan: Staff has budgeted funds to use the Oakland County tree contractor to remove trees that staff can not manage. We will also use our designated tree crew from the Facility Maintenance land & grounds to remove trees. Staff will budget in 2014 a Natural Resource plan to manage the park resources. KW] Nature Education — Examples of Facility -based programs Ellis Barn Festival Part of the Davisburg Heritage Festival, every October the historic Ellis Barn at _ Springfield Oaks County Park hosts ' an open house with - tours, activities and displays. Visitors can visit with farm animals, create country crafts, take a horse-drawn wagon ride or pony ride, participate in a mini - barn dance and more. Moved to Springfield Oaks in 2005, the Ellis Barn is a unique venue with many interpretive educational possibilities. It also hosts Scout Badge Days and other programs. Planting for the future Greenhouse staff utilizes volunteers to plant and maintain a tree nursery and cultivation of annual plants and flowers for use throughout the parks system. 4.1 Nature Education — A sampling of Instructor -based programs Uck, Yuck & Muck Day Camp For Junior Naturalists, ages 8-11, who want to be "grossed out" by nature! Outdoor activities, . , games, and crafts offered each day. Campers bring a sack lunch; a gross-ilicious drink and dessert are provided. Day 1: Get up close with some creepy crawlies. Even try an edible insect! Day 2: Get messy and discover surprises in the mud and muck. Dig for fossils too! Day 3: Become a herpetologist by learning about animals that are slimy or scaly. Evening Canoe and Campfire Families enjoy a naturalist -led, sunset canoe adventure on beautiful Crooked Lake. Shoreline activities include a campfire and s'mores, all with a bat-tastic nocturnal animal theme. Suitable for school - aged children and adults with previous canoe experience. Life vests are mandatory (provided). 4.2 Outstanding Recreation Program Recreation Officials. Tuning Your Tot into the Season This award - winning program, conceived and facilitated by naturalist Lynn Conover, celebrated its 25tn anniversary in 2011. The program has been recognized as an by the National Association for Parks and Tuning your Tot is based on the philosophy that building a strong love of nature in early childhood can lead to a lifetime of healthy living. Each season, 3-6 year olds celebrate nature with an adult friend. Together, they make memories as they sing, discover, hike, craft and snack their way through a themed summer morning or afternoon session. Snowshoe Trek & Campfire Families join naturalists for a wintry walk through the woods. Participants learn to strap on a pair of snowshoes and discover Michigan animals that can be seen throughout the winter. Activities include nature/snowshoe talk, snowshoeing, and T-shirt printing. Snowshoeing , appropriate for ages 5 and older; participants must wear boots. A winter hike is substituted for snowshoeing if there is not enough snow. Participants bring a plain white pre -washed T-shirt to decorate with animal tracks. 4.3 Birds of Prey To celebrate National Bird and National Bald Eagle Days in January, the Howell Nature Center partnered with Wint Nature Center to provide information on the value of predatory birds. They brought several live birds from the owl and hawk families to help demonstrate features and behaviors that make these birds successful hunters. A capacity audience enhanced their appreciation of these interesting and valuable birds. Reptile Review Summer's sun, warmth and long days are the perfect recipe for reptile activity. Turtles and snakes bask, lay eggs and hunt for food. Families join our staff for an afternoon of "herps" ("herpetology" is the study of reptiles and amphibians.) After learning the basics of reptiles, participants meet live reptiles from near and far, and hike to seek some wild neighbors. 4.4 Harvest Hayride Family and friends gather for an evening outdoors amid signs of the changing seasons, as nature is prepares for summer's close and autumn's approach. Participants enjoy a hayride through the park, stories and a crackling campfire. T., �► �: Insect Hike Participants hike into the wide, weird world of Independence Oaks insects. Get up -close and personal while we search with a naturalist for insects on land, in the water with a net, under logs, under leaves, behind bark, on twigs and on you! 4.5 Nature Education — A sampling of Resource -based programs "Adopt -A -Natural Area" Volunteer Program This program was initiated by the Oakland County Parks and Recreation Natural Resource Stewardship staff in 2011. Enrolled volunteers are provided with background and training to assist natural resources management staff in stewarding key high -quality natural communities throughout the park system's 6,700 acres. Volunteers are invited to steward a unique natural area through all four seasons at a park of their choice during their year -long commitment. Volunteer stewardship efforts include pre- and post -prescribed burn surveys; invasive species mapping and management; and wildlife surveys. Native Seed Collection Volunteers learn about ecological restoration efforts aimed at returning native plants to the parks and to identify native prairie plants in the fall. Oakland County Parks and Recreation Natural Resources staff provides instruction and guides volunteers in harvesting native seed from restoration areas. The program is followed up with a.1 Propagation Workshop at the Waterford Oaks Greenhouse, where volunteers plant seed that will be used for restoration purposes throughout the parks system. Traveling Interpretive Displays MW ` A series of seasonal interpretive education displays is again being „ offered to libraries and community centers. The tri-fold display, along with u , , brochures and other printed materials, provide information about the outdoors and wildlife in Oakland County. Colorful and attractive, the displays highlight natural resource education initiatives at Oakland County Parks and Recreation. They are free of charge and rotated seasonally by parks staff. C•7i 2011 NRE_VOL Events Meeting/Program Description Date Time # Location Partner/Sponsors Notes Volunteer meeting with an educational presentation and information about the Lookout Lodge/Waterford Guest Presenter - J. Volunteer 2010 Results Mtg results of their field work in 2010 January 15 3-5 pm 18 Oaks Schechter Training for Volunteers to help with nest box Nest Box Training monitoring at six parks in 2012 March 6 2-4 pm 54 IONC/Independence Oaks Nestwatch -CLO Volunteer Training Training for Volunteers to help with frog Frog Survey Training surveys at three parks March 18 7-9 pm 27 IONC/Independence Oaks MDNR Volunteer Training Training for volunteers to monitor Grassland Grassland's Bird Survey Training Parcels at Parks April 7 7-9 pm 8 IONC/Independence Oaks Oakland Audubon Conservation Stewards Class Field calss for MSUE Conservation Stewards April 9 9 am - 4 pm 37 IONC/Independence Oaks MSUE, OCPED Garlic Mustard Education and Pull at Lookout Lodge/Waterford Greenhouse staff+ Garlic Mustard Pull Waterford April 16 10 - 1 pm 7 Oaks Stewardship Network Event Opportunity for agencies to showcase Conservation Stewards Volunteer Expo volunteer options April 18 6- 9 pm 25 EOB MSUE, OCPED Rattlesnake ID for Dog Owners Rattlesnake informal expo at Dog Park May 7 11 am - 2 pm 80 Orion Oaks MNFI Waterford Schools, WRC Stream Leader program - classes test at the and Clinton River Waterford Mott Students Water Testing Pontiac Creek May 7 >120 Waterford Oaks Watershed Council Green Summit Educational Expo at Oakland Schools > 40 Oakland Schools OU, CRWC, WRC +local Clinton River Water Festival Area Water Education Event May 20 all day 134 Oakland University communities Grassland's Bird Walk Public walk to view grassland species June 4 8 - 10 am 18 Orion Oaks Oakland Audubon Requested interactive parks green/nre Green Open House/Orion Plant - GM exhibit June 22 Noon - 7 pm >1,500 GM Orion Plant GM Green Team Survey as part of the North American 12-30 -3:30 SSRLC,Oakland Audubon & Butterfly Assn - open to the public and June 25 NABA Butterfly Count volunteers pm pm 23 IND July 11 - 18 all days Springfield Oaks - Oakland Co MSUE - MG program Invasive Plant Display at Fair Pulled together invasive display for fair > 500 Fair Black light Survey Public Program to look at Night insects July 30 9 11:30 pm 40 + Independence Oaks Oakland Audubon Lake Sixteen & Orion Dog Clinton River Clean UP Public Program to look at night insects 10 Noon 10 -oon 5 Park CRWC Rouge River Water Festival Area Water Education Event September 14 all day 60 + Cranbrook Institute of Science FOR, WRC, Cranbrook Massasauga Recognition for Dog Educational Expo at Dog Park about the September 11-1:30 pm — 50 Owners Eastern Massasau a Rattlesnakes 17 Lyon Oaks Dog Park MNFI Michigan Alliance for Environmental >100 and Outdoor Education Professional Development Workshop October 7-9 Bay City MAEOE Waterford Schools, WRC Fall Stream Leaders + Detention Ponds > 120 and Clinton River Waterford Mott Sutdent Water Testing October Waterford Oaks Watershed Council November CRWC,WRC and various Clinton Student Congress Student Community reports on water testing 20 100 Macomb ISC corp sponsors Audubon Christmas Bird Count Learn how to participate in Christmas Count November 3-5 pm 27 IONC/Independence Oaks Oakland Audubon Workshop 20 Audubon Christmas Bird Count Field survey of birds - national event December 18 all day 46 IONC/Independence Oaks Oakland Audubon Red Oaks Golf Course Budget (Operations) PR Nature Program Budget Expenses Building Maintenance $11,000.00 Summer Help $31,500.00 Custodial Supplies $500.00 Electricity $4,000.00 Security $3,000.00 Equipment Maintenance $3,000.00 Grounds Maintenance $39,000.00 Insurance Fund $1,200.00 Maintenance Dpmt. Charges $850.00 Miscellaneous $1,000.00 Natural Gas $4,500.00 Small Tools $1,500.00 Telephone Communications $3,000.00 Garbage Disposal $530.00 Personal Mileage $500.00 Equipment Rental $500.00 Info. Tech Operations $3,000.00 Info. Tech Dev. $2,000.00 Total Change $110,580.00 Revenue Facility Rental Annual Vehicle Permit $12,000.00 Total Change $12,000.00 Red Oaks Nature Center Programming RPS Budget Expenses Salaries Reg. (1 FT Naturalist) $72,000.00 Summer Help (2 PT Seasonal Spec $26,000.00 Membership Dues $375.00 Personal Mileage $250.00 Training $300.00 Travel & Conference $1,000.00 Office Supplies $1,000.00 Recreation Supplies $4,000.00 Special Event Supplies $4,000.00 Uniforms $400.00 Motor Pool $11,700.00 Motor Pool Charges $1,810.00 Total $122,835.00 Revenue Program Fees & Sponsorship $18,000.00 Total $18,000.00 6)C4XB012ments and Settings\craftmr\Local Settings\Temporary Internet Files\Content.Outlook\M280KMEY\Copy of 2013 Budget Nature Education.xlsx V w N Lewis Wint Nature Center (Operations) PR Nature Center Budget Expenses Building Maintenance $9,300.00 Summer Help $21,000.00 Custodial Supplies $700.00 Electricity $12,380.00 Security $0.00 Equipment Maintenance $200.00 Grounds Maintenance $200.00 Insurance Fund $5,000.00 Maintenance Dpmt. Charges $850.00 Miscellaneous $700.00 Natural Gas $7,360.00 Small Tools $400.00 Telephone Communications $5,830.00 Depreciation Building $40,000.00 Depreciation Park Improvements $1,200.00 Total Changel $105,120.00 Revenue Facility Rental $600.00 Annual Vehicle Permit Total Change $600.00 Lewis Wint Nature Center RIPS Budget Expenses Salaries Reg. (1 FT Naturalist) $100,000.00 Summer Help (3 PT Seasonal Spec $45,000.00 Membership Dues $375.00 Personal Mileage $250.00 Training $ 300.00 Travel & Conference $1,000.00 Office Supplies $700.00 Recreation Supplies $4,000.00 Special Event Supplies $4,000.00 Uniforms $400.00 Motor Pool $11,700.00 Motor Pool Charges $1,810.00 Total $169,535.00 Revenue Program Fees & Sponsorship $21,000.00 Total $21,000.00 6)MX0012ments and Settings\craftmr\Local Settings\Temporary Internet Files\Content.Outlook\M280KMEY\Copy of 2013 Budget Nature Education.xlsx Program Group: Nature Programs OAKLAN D COUNTY, M ICH IGAN Fund: 50800 IParks and Recreation FY2013 AND FY2014 AND FY2015 Proposed Budget FY2011 Actual FY2012 Adopted Budget FY2012 Amended FY 2012 Estimated Actual FY2013 Recom. FY2014 Recom. FY2015 Recom. Account Number/Description Program: 160050 Independence Oaks Nature Cntr iRevenues 5060650 PR Nature Program 29,770 32,300 32,300 32,300 600 600 600 Total Revenues 29,770 32,300 32,300 32,300 600 600 600 Expenditures 5060805 PR Rec Programs and Services 0 0 0 0 68,535 71,285 71,035 5060650 PR Nature Program 404,006 235,025 235,025 235,025 105,120 105,120 105,120 Total Expenditures 404,006 235,025 235,025 235,025 173,655 176,405 176,155 Program: 160051 Red Oaks Nature Center Revenues w w 5060650 PR Nature Program 0 0 0 0 12,000 12,000 12,000 Total Revenues 0 0 0 0 12,000 12,000 12,000 Expenditures 5060805 PR Rec Programs and Services 0 0 0 0 50,835 50,435 50,835 5060650 PR Nature Program 0 0 0 0 110,080 110,395 110,395 Total Expenditures 0 0 0 0 160,915 160,830 161,230 Note: FTE Salaries and Fringe Benefits are currently budgeted under 5060805 under Program 160210 General Services Rec and are not included in this specific report: Pos Position Pos Job Code Pos Job Code Descr Salary Fringes Total 00005172 000354 Parks Naturalist $58,690 $39,196 $97,886 00006350 001240 Recreation Program Supervisor $61,913 $45,808 107,721 Program Evaluated: Based upon the completion of the program/event, what recommendations for improvement do you have in relation to the following components of the program/event: • Marketing and Promotion: • Registration: • Budget/Pricing/Cost Recovery: • Facility: • Staff/Volunteers/Vendors: • Quality of experience: • Logistics: • Maintenance Issues: • Performance Standards met: • Performance Measures met: • What was the public relations and media impact of the program? • What is the political impact of the program? • What compliments did you receive from participants? • What complaints have you received from participants? 7b 5-30-12 Communications and Marketing: Market new model for providing regional naturalist -based, resource -based and facility - based interpretative education Main areas of focus: -Create messaging to convey role of OCPR as a regional education provider -Develop content to communicate philosophies and facets of new model -Announce addition of Red Oaks Nature Center to OCPR and how it fits into new model -Address signage, website, social media, etc. as it relates the new model and incorporating Projected costs -*Ads, promotions $10,000415,000 -->Signage $5,000-$7,000 -Create general awareness about new model -*Editorial by Dan Stencil in The Oakland Press ->News release to media —Emarketing message to OCPR's current database -),Facebook and Twitter content —Create new Destination Oakland. com pages and links for new model —Feature new model on DO revolving homepage —Develop info card to replace current nature center brochure —Feature in Newsbreak and Telegraph - employee education/awareness —Leverage relationship with Oakland Schools to distribute countywide to teachers —Feature in future CCI newsletter —Add content to 175 outside websites ->Add content to future general parks brochure, etc. —Leverage content in online and print publications of strategic partners • Paid advertising options —Metro Parent Magazine: $1,300 spring/summer & fall/winter "Going Places" issues/each; Quarter or half -page ads as well —The Oakland Press —C & G Newspapers: 19 publications serving 47 communities in Oakland, Macomb and Wayne counties. 600,000+ homes/weekly. Discounts for multiple -papers or zone buys. —"South end" newspapers: The Daily Tribune, Madison -Park News, Troy -Somerset Gazette, Southfield Sun, Royal Oak Review, Troy Times —"North end" newspapers: The Clarkston News, The Oxford Leader, The Lake Orion Review, The Rochester Post, --*Oakland County Moms, Detroit Mommies —The Patch: Clawson, Farmington, Ferndale, Rochester, Royal Oak, Troy, White Lake 8.1 Girl Scout of Southeast Michigan Publication Momentum, Moving at the Speed of Girls is published online three times per year. Mssg 5-10 @ ad prices/e-reader numbers —Southeast Michigan Boy Scouts Great Lakes Council. Eight councils in SE MI. Cost is $1,000 to reach entire council (8 districts) per year. OCPR provide copies of flyers. —Ads in community recreation booklets; average $500/ad/season. •Oakland County Moms •New initiative to communicate facilities, programs, events, etc. to reach the family decision makers — - mothers. •Content and ads for camping, waterparks, county market. •Homepage @ 70,000 impressions monthly; average page views are 800,000+. The e- subscriber membership base is 1,300+. •Lisa LaGrou featured on FOX2 on Sunday a month. She also writes blog content for The Examiner and The Oakland Press. •$3,600 for one year •Start database of RONC emails —Fold into existing Wint NC/natural resources files —1,000 target goal; collect emails on site; leverage volunteers Signage —Interior/exterior signage needs consolidated/standardized —Include: Welcome/Thank you for visiting; etched logo decals; smoke -free facility; restrooms; office; hours on front door; trail interp signs; park information signs; restroom poster holders; blue/white tourist oriented directional signs; brown/white highway road signs; Photography/video —Start catalog of programming, trails, special events, interior, etc at RONC Historically, marketing dollars have been budgeted to revenue -generating budget centers including golf, waterparks and camping. Programs and special events, as a second tier, have been marketed using low-cost or no cost methods. 2012 Nature Center Marketing initiatives •Nature Center featured on DestinationOakland.com: banner ads, homepage, nature center page, calendar of events •Facebook posts •News releases to media •Podcasts on DestinationOakland.com •To date, 13 e-marketing messages sent to @ 10,000 subscribers each time •Quarterly programs posted on nature center web page plus sent in e-marketing messages •Nature center brochure: send out with requests for tabletops for events •Nature Center programming is used for content in quarterly updates to the 64 park info sign locations and 36 restroom poster holders throughout the parks system 2011 Nature Center Marketing initiatives 8.2 •Nature Center featured on DestinationOakland.com: banner ads, homepage, nature center page, calendar of events •Facebook posts •News releases to media •Podcasts on DestinationOakland.com •15 e-marketing messages went to 155,576 recipients •Ad to Oakland Schools; emailed to science teachers/coordinators •Half -page paid ad in Metro Parent Magazine's Fall "Going Places" special section: $1,350 •Paid advertising in 2011/2012 Girl Scouts of Southeastern Michigan Resource Guide •Ad in MAEOE September newsletter •Quarterly flyers that are printed, emailed to nature e-subscribers plus posted on Nature Center webpage •Nature center brochure: send out with requests for tabletops for events •Nature Center programming is used as content for content in quarterly updates to the 64 park info sign locations and 36 restroom poster holders throughout the parks system 8.3 Nature Education Partner List Ndluidl �Ptp(Irl rt� �� Organization/Group Group Status Staff/Volunteers Primary OCPR Focus Comments Water Resources Commission Government Staff Water Education Issues Facilities & Resources. Michigan State University Extension Education Staff + Volunteers Water Resources, Facilities & Resources Conservation Classes + Citizen Science Clinton River Watershed Council NGO Staff + Volunteers Water Resources, Facilities, Resources & Community Action + Water Naturalist Monitoring Michigan Department of Jovernment Staff Water Resources, Education. Facilities & Resources Environmental Quality and Permitting Wild Ones NGO Volunteers NRE Issues Facilities & Resources Oakland Audubon Society NGO Volunteers NRE/Birds + Citizen Science Facilities, Resources & Naturalist The Stewardship Network NGO Staff NR Management Facilities &Resources Six Rivers Regional Land Conservancy NGO Staff+ Volunteers Cooperative Weed Facilities & Resources Management Michigan Alliance for Environmental NGO Volunteer Environmental literacy, PD & Resources & Naturalist and Outdoor Education education Michigan Natural Features Inventory Government/ Staff Resource Inventory Facilities & Resources Education Michigan Department of Natural Government Staff Fisheries & Wildlife Issues Facilities & Resources Resources Oakland County Planning & Economic Government Staff Planning, maps, and Facilities & Resources Development community collaboration Cornell Lab of Ornithology/NestWatch NGO Staff Database management, Facilities & Resources training model + citizen science NRE Partners List Page 1 5/31/2012 I • Waterford Mott High School Educ-, n Teachers/students OCPR Focus Water Quality Monitoring + Citizen Science Comments Facilities & Resources Oakland Astronomy Club NGO Volunteers Astronomy Education Naturalist North Oakland Headwaters Land Conservancy NGO Volunteers Community Education Facilities & Resources Michigan Barn Preservation Network NGO Volunteers Facilities Wayne State University Education Researchers + Volunteers NRE + Citizen Science Resources North American Butterfly Associat,on NGO Volunteers NRE + Citizen Science- Facilities & Resou Oakland County Historical Commission NGO Volunteers Facilities Oakland Schools Science Council education _ ._ - Science collaboration + PD Naturalist & Re50Urc Huron Clinton Metropolitan Authority Government Resource Sharing, Collaboration + PD Naturalist & Resources NRE Partners List Page 2 5/31/2012 Nature Education Plan June 6, 2012 Three-dimensional plan Facility -based Education Purpose is to connect the user to the sites. The experience Is usually self -guided. Examples: Exhibits, signs at LWNC, RONC, Ellis Barn, 13 county parks, greenhouse Instructor -based Education Educatlonal experience Is facilitated by a naturalist, expert in the field, and/or partners. Examples: School field trips, public programs, badge days, Nature at Night Resource -based Education Education through direct Interaction with nature or nature information. Helps educate humans about wildlife conflict or data collection. This resource -based programming Includes partners. Examples: Natural Resources Stewardship programs, traveling Interpretive displays Focus Group Meetings June 14, 2012 - 5 p.m. and 6:30 - 8:30 p.m. Staff will gain more insight into what programs residents would like, who should offer them, and the best approach for implementation. 10.1 Operations Current Model Naturalist responsible for operation of buildings, garden and amphitheater as well as education Proposed Model Separates operations from education: o North and South district facilities staff, including part-time staff and volunteers, will be responsible for building operations, amphitheater, garden and trails. o Naturalists responsible for education Naturalist -based Education at Wint Nature Center Facility staffing prior to June 2011 1 full-time recreation supervisor 1 full-time naturalist 4 part-time non -eligible at 1,000 hours 1 part-time clerical at 1,000 hours Current staffing level 1 full-time recreation supervisor 1 part-time non -eligible at 1,000 hours Programming Menu Date -based programs Staff selects the days and times services will be offered Public interpretive programs, Badge Days, OCParks Express events Appointment -based programs Scheduled by the public when staff is available Starl-ab, Field Trips, Birthday Parties, Nature Discovery 10.2 Current Hours of Programming and Level of Service at Wint Nature Center Programs and services currently offered Tuesday - Saturday. Limited reservations for in-house and outreach programs are available based on size of group and limited staff availability. Currently booking only one morning and one afternoon experience per open day. Public programs offered on a limited basis this summer, based on staff availability. Proposed Naturalist -based Staffing for 2013 Programming and staff expenses now in RPS budget Wint Nature Center 2 additional part-time non -eligible at 1,000 hours (Total $30,000) Red Oaks Nature Center 1 full-time position 2 part-time non -eligible at 1,000 hours (Total$98,000) Outreach Proposed Hours of Programming and Level of Service (at Wint and Red Oaks Nature Centers) Programs and services currently offered Tuesday - Saturday Ability to accommodate large groups Ability to have multiple visits per day Ability to offer a second regional site (Red Oaks) Ability to offer programs and services to Wint and Red Oaks facilities 10.3 Hours of facility operations Current 12-15 hours/ week - Wint only Proposed 30-35 hours/week each at Red Oaks and Wint Nature Centers Resource -based Education Present Provide training for volunteers Provide partnership opportunities Proposed Expand programs to nature centers and 62 CVTs Volunteers Present Utilized at all facilities and natural resources meetings Proposed Develop docent program Expand Gatekeeper program Friends group through Oakland Parks Foundation Train to assist educators 10.4 Measurement Tools 2012-13 Budget Evaluation template/program budget Programming numbers Facility numbers Cost per experience Marketing Main areas of focus: Create messaging to convey role of OCPR as a regional education provider Develop content to communicate philosophies and facets of new model Announce addition of Red Oaks Nature Center to OCPR and how It fits Into new model Address signage, website, social media, etc. as It relates the new model Leverage free publicity via social media, partnerships, DestinationOakland, etc. Create general awareness via paid advertising Start database of RONC e-subscribers Generate photo/video library of RONC programming Sponsorship / Partnerships Current Current Sponsorships Partnerships Programming staff Continue to develop and continue to solicit manage existing limited sponsors to partnerships assist with offsetting program costs Proposed Proposed Partnerships Sponsorships Strategically create organized Explore soliciting efforts for cash sponsorships, collaborative grants and delivery of foundation gifts services 10.5 Proposed Nature Education Calendar Public Programs at Wint and Red Oaks Nature Centers (example) Nature Incerprctation (10-11 publra Ali. progms) Exampi.mIng Yaur Tot Natural R-..— Education (g public programs) Example: Butterfly Count Greenhouse programs (3 public" Example: Native seed propag anon partnamhip programs (3 programs) Example: Nature at Night Stewardship programs (3 programs) Example: p estrlbed Burns Thank you / Questions 10.6