HomeMy WebLinkAboutAgendas/Packets - 2021.10.06 - 40412Q-.mw.AKLANC
COUNTY PARKS
GreatParks for 6rwt-Peoplo
October 2021
Commission
Meeting
The 14 Oakland County Parks contribute to the high quality of life that attracts businesses and
residents to its 62 communities. Since 1966, the Oakland County Parks system has grown to 6,700
acres, offering a wide variety of year-round recreation opportunities ranging from camping, hiking,
swimming, boating, golfing and picnicking to cross-country skiing, ice skating and ice fishing.
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OAKLAND COUNTY PARKS AND RECREATION COMMISSION
Regular Monthly Meeting Agenda
Oakland County Parks Activity Center, 2800 Watkins Lake Rd, Waterford 48328
Wednesday, October 6, 2021 @
1:00 p.m.
Gary McGillivray, Chairperson
PG #
Call Meeting to Order
Roll Call
Pledge of Allegiance
1
Approval of Agenda
7-15
Approval of Minutes
Meeting of Sentember 1. 2021 & September 22. 2021
Public Comment
PRESENTATIONS/RECOGNITIONS:
ACTION REOUIRED
PRESENTER(S) / PHONE #
16
Introduction - Mark Adams, Architect/Project Mgr (Facilities Maint.)
Informational
Mike Donnellon / 343-6290
17
Introduction - Abe Qasim - Skilled Maintenance HVAC (Facilities Maint.)
Informational
Colin Gibbs / 431-3556
COMMUNICATIONS/REPORTS:
ACTION REOUIRED
PRESENTER(S) / PHONE #
18-19 A.
Capital Improvement Expense Summary
Receive & File
Jeff Phelps / 858-5319
B.
Environmental Sustainability Committee
Informational
Melissa Prowse / 249-2801
Lance Stokes / 586-883-3343
CONSENT AGENDA:
ACTION REOUIRED
PRESENTER(S) / PHONE #
20-21 1
OCPR Monthly Revenue and Expenditure Budget to Actual Report for Month
Receive & File
Jeff Phelps / 858-5319
Ending 08/31/2021 (FM 11 FY 21)
22 2
Monthly Revenue and Expenditure Comparison Report for Month Ending
Receive & File
Jeff Phelps / 858-5319
08/31/2021 (FM 11 FY 21)
23-27 3
Monthly Revenue and Expenditure Report by Line Item for Month Ending
Receive & File
Jeff Phelps / 858-5319
08/31/2021 (FM 11 FY 21)
28 4
Monthly Capital Equipment Report for Month Ending 06/30/2021 08/31/2021
Receive & File
Jeff Phelps / 858-5319
(FM 11 FY 21)
29 5
Monthly Revenue and Expenditure Average Comparison Report for Month
Receive & File
Jeff Phelps / 858-5319
Ending 08/31/2021 (FM 11 FY 21)
30 6
Capital Improvement Projects Budget to Actual Report & Statement of Net
Receive & File
Jeff Phelps / 858-5319
Position For Month Ending 08/31/2021 (FM 11 FY 21)
31-33 7
Monthly Purchasing Reports for Month Ending 08/31/2021 (FM 11 FY 21)
Receive & File
Phil Castonia / 858-0909
34-35 8
FY2022 Commission Approval Schedule (CIP/MMP Projects)
Receive & File
Mike Donnellon / 343-6290
36 9
Maintenance Management Plan (MMP) Budget Report
Receive & File
Mike Donnellon / 343-6290
37-40 10
Pending Capital Improvement Project Report
Receive & File
Mike Donnellon / 343-6290
REGULAR AGENDA:
ACTION REOUIRED
PRESENTER(S) / PHONE #
41-75 11
Rose Township Property Donation (Water Road Parcel)
Approval
Melissa Prowse / 249-2801
76-88 12
OCPR Grant Program Guidance and Scoring Tool
Approval
Melissa Prowse / 249-2801
89-97 13
Residential Lease Renewal - Podina - Highland Oaks
Approval & Fwd to BOC
Phil Castonia / 858-0909
98-106 14
Residential Lease Renewal - Lowe - Waterford Oaks
Approval & Fwd to BOC
Phil Castonia / 858-0909
107-115 15
Residential Lease Renewal - Rowland - Waterford Oaks
Approval & Fwd to BOC
Phil Castonia / 858-0909
116-140 16
Rose Oaks - Enbridge Energy Construction License Agreement (Re -Approval)
Approval
Mike Donnellon / 343-6290
141-146 17
County -Wide Survey Request for Proposals
Approval
Melissa Prowse / 249-2801
147-155 18
Waterford Oaks Waterpark Visioning Survey
Approval
Melissa Prowse / 249-2801
156-158 19
FY 2022 Proposed Golf Cart Purchase - (Glen Oaks, Lyon Oaks, Red Oaks,
Springfield Oaks, White Lake Oaks)
Approval
Tom Hughes / 343-1011
159-160 20
Request to sell Alcohol-Drew's Home of Clarkston
Approval
Jim Dunleavy / 343-6224
UNFINISHED BUSINESS:
ACTION REOUIRED
PRESENTER(S) / PHONE #
21
Parks and Recreation Director Update
Informational
Gary McGillivray / 709-0359
NEW & MISCELLANEOUS BUSINESS
ACTION REOUIRED
PRESENTER(S) / PHONE #
161-174 22
Executive Officer Report
Receive & File
Sue Wells / 858-4634
23
Executive Committee Update
Informational
Gary McGillivray / 709-0359
ANNOUNCEMENTS
ADJOURNMENT TO November 3, 2021 at 1:00 p.m. or the Call of the Chair
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COUNTY PARKS
Oakland County Parks and Recreation Commission
Aaenda Summary for Wednesday. October 6. 2021
The agenda is summarized below. Commission Members can contact persons listed for additional information.
PRESENTATION/RECOGNITION:
• Mark Adams-Architect/Project Manager
• Abe Qasim-Skilled Maintenance HVAC Technician
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A. Capital Improvement Expense Summary
Communication item lists the capital project agenda items requiring approval and the financial impact on the
Amount Available for Capital Improvement and Capital Equipment.
Contact: J. Phelps 248-858-5319
B. Environmental Sustainabilitv Committee
The Environmental Sustainability Committee met on September 91" via Teams. The group discussed trail sustainability
and the importance of trails being both environmentally and fiscally sustainable. Staff will be reviewing and update the
OCPR trail standards to consider more sustainable (and also accessible) surfaces. The Committee also began
discussing an Environmental Sustainability Policy for the Commission to consider. Staff will begin this process by
reviewing the Recreation Master Plan and Strategic Action Plan regarding sustainability and will draft some concepts for
discussion at the next meeting, which is scheduled for October 7tn at 10:00 a.m.
Contact: M. Prowse 248- 249-2801
CONSENT AGENDA:
1. Revenue and Expenditure Budget to Actual Report by Budget Center
Monthly comparison of budgeted vs. actual revenue and expense by budget center. Available after month -end
closing.
Contact: J. Phelps 248-858-5319
2. Revenue and Expenditure Comparison Report by Budget Center
Monthly comparison of actual revenue and expense by budget center. Available after month -end closing.
Contact: J. Phelps 248-858-5319
3. Revenue and Expenditure Report by Line Item
Monthly actual revenue and expense for entire Parks & Recreation fund. Available after month -end closing.
Contact: J. Phelps 248-858-5319
4. Monthly Capital Equipment Report
Monthly comparison of budgeted vs. actual capital equipment purchases. Available after month -end closing.
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5.
6.
8.
9.
10.
11.
Contact: J. Phelps
Monthly Averaae Comparison Report
248-858-5319
The `Monthly Average Comparison Report' compares monthly revenue and expense activity to a five-year
average.
Contact: J. Phelps
248-858-5319
Capital Improvement/illustrative Net Position-Unrestricted/Planned Use of Balance
The Capital Improvement/Illustrative Net Position-Unrestricted/Planned Use of Balance' report presents a budget-
to- actual comparison of active capital improvement projects, an illustrative representation of the Net Position -
Unrestricted accounts reflective of the Parks and Recreation Commission's Net Position policy, the current year
adjustments made to the Planned Use of Balance account, and detail of operating enhancement projects.
Contact: J. Phelps
248-858-5319
Monthly Parks Purchasina Reports — Auaust 2021 - Month Endina 0813012021 (FM 11. FY 21)
Today staff will present a monthly status report on the Purchasing Activity from Month 11 of Fiscal Year
2021 (August 2021) for Parks and Recreation.
Monthly Purchasing Expenditure Report — August 2021
Contact: P. Castonia
248-858-0909 o/ 248-343-0368 c
FY 2022 Commission Approval Schedule (CIP/MMP Proiects)
Updated list of projects and the timeline for commission approval.
Contact: M. J. Donnellon, Jr. 248-343-6290
Maintenance Manaaement Plan Budaet - FY 2021
Monthly budget report for the FY2021 Maintenance Management Plan.
Contact: M. J. Donnellon, Jr. 248-343-6290
Pendina Capital Improvement Proaram-Proiect Report
Monthly written project status report on OCPR Pending Capital Improvement Program Projects.
Contact: M. J. Donnellon, Jr. 248-343-6290
REGULAR AGENDA:
Rose Township Property Donation (Water Road Parcel)
At the April 2021 Parks and Recreation Commission the Commission approved for staff to proceed with the donation of
the "Water Road Property" in Rose Township. The Water Road Property is 32 acres in Rose Township, situated
between Rose Oaks and Highland Oaks County Parks. The property is adjacent to and looks out over the Michigan
Nature Association's Big Valley Nature Sanctuary. The parcel is along the railroad corridor that runs adjacent to both
Rose Oaks and Highland Oaks County Parks. The property has been well -managed and maintained — Natural Resource
staff estimate approximately $10,000 annually to manage the property. The property also offers opportunities for future
trail connectivity between Rose Oaks and Highland Oaks and is of significant ecological value.
The Donation Agreement for the Water Road Property is attached for Commission review and approval. The Jungs
have also generously agreed to donate $15,000 as part of the Donation Agreement, which will cover approximately
3
80% of the due diligence and closing costs that OCPR will incur in the acquisition process (Phase I, ALTA Survey,
Transfer Tax, etc.). The Phase I Environmental Assessment, ALTA Survey and Wetland Delineation have been
completed.
Staff Recommendation: Staff recommends the Commission approve the Donation Agreement with Kurt W. Jung
and Maura A. Lobos Jung for the donation of the 33-acre "Water Road Property" (Parcel ID 06-27-377-001) and
$15,000 to assist Oakland County Parks and Recreation with due diligence and closing costs and recommend the
approval of the Donation Agreement to the Oakland County Board of Commissioners.
Contact: M. Prowse 248-249-2801
12. Approval of Oakland County Parks and Recreation Trailways and Park Improvements Grant Programs
Guidance and Scorinq
With the approval of the millage in November 2020, the Oakland County Parks and Recreation Commission (OCPRC)
has been developing 2 grant programs to support local Oakland County community projects in two categories —
Trailways and Park Improvements. The applications are scheduled to be released on November 1st, with an application
deadline in January.
In order to move forward with the final development of the online application, staff are requesting that the Commission
approve the Application Guidance and the scoring tools. These can be reviewed and refined each year as needed, but
these will be the tools for the FY2022 grant round.
Staff Recommendation: Staff recommends the Commission approve the Oakland County Parks and Recreation
Grant Program Guidance and Scoring Tools for the FY2022 Trailways and Park Improvements Community Grant
Programs.
Contact: M. Prowse 248-249-2801
13. Residential Lease Renewal — Podina - Highland Oaks
The property at Highland Oaks located at 6555 North Milford Road, is 927 square feet, and has 2 bedrooms with 1.5
baths. It also has a 2-car garage and a basement and was built in 1976.
The house has been occupied by John and Carolyn Podina for a number of years. John and Carolyn are both currently
part time employees at Groveland Oaks. We are requesting to move forward with another 5-year lease as standard
practice for all residential property leases, with the standard terms for terminating the lease early. The attached lease
agreement has been prepared and reviewed by Oakland County Corporation Counsel.
Staff Recommendation: The staff recommends adopting the attached resolution in support of the lease agreement,
which will be forwarded to the Oakland County Board of Commissioners for approval.
Contact: P. Castonia 248-858-0909/248-343-0368
14. Residential Lease Renewal — Lowe — Waterford Oaks
The property at Waterford Oaks located at 2930 Watkins Lake Road, is 1,432 square feet, and has 4 bedrooms with 1.5
baths. It also has a basement and was built in 1974.
The house is currently occupied by Brad Lowe, he was the tenant here for the past 5 years with no issues. Brad is
currently a part time employee at Addison Oaks and has been an employee of Oakland County Parks for over 30 years.
We are requesting to move forward with another 5-year lease as standard practice for all residential property leases,
with the standard terms for terminating the lease early. The attached lease agreement has been reviewed by Oakland
County Corporation Counsel.
Staff Recommendation: The staff recommends adopting the attached resolution in support of the lease agreement,
which will be forwarded to the Oakland County Board of Commissioners for approval.
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Contact: P. Castonia 248-858-0909/248-343-0368
15. Residential Lease Renewal — Rowland — Waterford Oaks
The property at Waterford Oaks located at 2866 Watkins Lake Road, Waterford, MI 48328, is 759 square feet, and has
2 bedrooms with 1 bath. It also has a 2-car garage and a basement and was built in 1956.
The house has been occupied by Chris Rowland for the last 7 years. We are requesting to move forward with another 5-
year lease as standard practice for all residential property leases, with the standard terms for terminating the lease
early. The attached lease agreement has been prepared and reviewed by Oakland County Corporation Counsel.
Staff Recommendation: The staff recommends adopting the attached resolution in support of the lease agreement,
which will be forwarded to the Oakland County Board of Commissioners for approval.
16. Rose Oaks — Enbridae Enerav Construction License Aareement (Re -Approval)
As previously reported to the Commission in 2019 and 2020, on February 22, 2019 our Oakland County Parks &
Recreation Commission (OCPRC) Natural Resource Crews discovered, that approximately 50 yards of the abandoned
30" diameter Enbridge Energy (EE), 6b pipeline had floated to the surface of the Rose Oaks wetlands and is obstructing
a portion of the waterway.
As previously approved in June 2021, the Construction License Agreement — Exhibit C indicated use of the eastern
private land easement and crossing of the CSX Railroad. In early September, EE receive notification that CSX Railroad
denied EE use of this crossing. Therefore, alternative access is required from the existing Consumers Power line
property, adjacent to the northerly boundary of Rose Oaks County Park, resulting in an adjustment of the eastern
access route in the revised Exhibit C (Attachment B).
Staff Recommendation: Staff recommends approval of the adjusted access route (Exhibit C) for the previous Oakland
County Parks & Recreation Commission authorized Construction License Agreement to Enbridge Energy, LP, Superior,
Wisconsin.
Contact: M. J. Donnellon, Jr. 248-343-6290
17. Community Needs Assessment Survev RFP
OCPRC's 5-Year Parks and Recreation Master Plan expires on December 31, 2022. A current Recreation Master Plan
is needed to be eligible for state and certain federal grants. The Community Needs Assessment Survey is the
foundation for the development of the updated plan. Staff recommends having the survey results in hand before March
1, 2022, so we have sufficient time for plan development and Commission Review before the submission deadline. The
new Rec Plan must be submitted to the Michigan Department of Natural Resources before March 1, 2023.
Staff Recommendation: Staff recommends the Commission approve the proposed RFP for the 2021 OCPR Needs
Assessment Survey and direct staff to review bids and bring a recommendation back to the Commission in December
2021 for final approval.
Contact: M. Prowse 248-249-2801
18. Approval of Waterford Oaks Waterpark Public Enaaaement Plan
Staff and the Commission have been discussing the future of the Waterford Oaks Waterpark for several years. At the
April 2021 Parks Commission meeting, a motion was made to receive and file the Fiscal Sustainability Committee's
recommendation for Waterford Oaks Waterpark. The motion approved the work needed to ensure a safe 2021 season,
and for staff to continue to evaluate and assess the facility, with public input, to determine the future of the facility. The
Waterford Oaks Waterpark did not open in 2020 (due to the pandemic) or 2021 (due to staffing shortages).
Staff have developed the attached Public Engagement Plan to gather public input over the course of the fall. The Public
Engagement Plan contains both online and e-mail-based communication to residents and park visitors to gather
feedback digitally. An initial stakeholder list can be found in the Public Engagement Plan.
The survey will focus on overall experiences that people are looking for to help guide staff and the Commission to
develop a plan that best meets the needs of residents who use this facility, while also developing amenities that are
fiscally responsible and operationally sustainable. The visioning survey is scheduled to run from October 15 —
5
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20.
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22.
23.
November 15. Staff will then analyze the data and bring a report to the Commission in January (see survey timeline in
attached Public Engagement Plan).
Staff Recommendation: Staff recommends the Commission approve the Public Engagement Plan for Waterford Oaks
Waterpark and direct staff to move forward with the online Visioning Survey.
Contact: M. Prowse 248-249-2801
FY 2022 Proposed Golf Cart Purchase — (Glen Oaks. Lvon Oaks. Red Oaks, Springfield Oaks & White Lake Oaks
Staff will present information from the golf cart replacement bid results and will request approval to purchase all carts in
FY2022 instead of over a two-year period to reduce total expense by a minimum of $84,801.28. Total expense for the
purchase of all golf carts in FY2022 is $586,059.50. There is $450,000 budgeted in the FY2022 Operating Budget for
golf cart replacement, requiring Commission approval for the remaining funding of $136,059.50 from Unrestricted Net
Assets. Funding of $450,000 would no longer be needed for golf cart replacement in FY2023.
Staff Recommendation: Staff recommends purchasing the golf cart fleet (341 golf carts) for all five golf courses in
FY2022 from the low bidder Midwest Golf and Turf, Commerce Twp., MI in the amount $586,059.50 with purchase
being funded by the $450,000 budgeted in the FY2022 Operating Budget for golf cart replacement and the remaining
amount of $136,059.50 to be funded from Unrestricted Net Assets.
Contact: T. Hughes
248-343-1011
Request to Sell Alcohol on Commission Propertv-Drew's Home of Clarkston
Staff is very excited to be working Drew's Home of Clarkston. They are planning to hold a Concert at Springfield Oaks
County Park on November 6, 2021, from 6 pm to 10 pm. We have recently received a request from Drew's Home of
Clarkston to serve Alcohol at their event. Drew's Home of Clarkston is a 501(c) (3) non-profit committed to enhancing a
safe, accessible, and comfortable community residence. Located in downtown Clarkston, the residence currently
houses nine adult males with wide range disabilities.
Staff Recommendation: Staff recommends the Commission approve the temporary liquor license for Drew's Home of
Clarkston to sell alcohol during a Concert at Springfield Oaks County Park November 6, 2021.
Contact: J. Dunleavy 248-343-6224
UNFINISHED BUSINESS
Parks & Recreation Director Search Update
Contact: G. McGillivray 248-709-0359
NEW & MISCELLANEOUS BUSINESS:
Interim Executive Officer Report
Update on current Oakland County Parks and Recreation matters by the Interim Executive Officer.
Contact: S. Wells
Executive Committee Update
248-858-4634
Update on discussions from the previous month's OCPR Commission Executive Committee meeting.
Contact: G. McGillivray 248-709-0359
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Oakland County Parks and Recreation Commission
Regular Meeting
September 1, 2021
Chairman McGillivray called the Oakland County Parks and Recreation Commission meeting to order at 2:03 p.m.
in the Oakland County Parks and Recreation Waterford Oaks Activity Center.
COMMISSION MEMBERS PRESENT:
Chairman Gary R. McGillivray, Vice Chairman J. David VanderVeen, Amanda Herzog, Andrea LaFontaine,
Jim Nash, Nancy Quarles, Lance Stokes (7)
COMMISSION MEMBERS ABSENT:
Secretary Ebony Bagley, Executive Committee Member Christine Long, Yolanda Charles (3)
ALSO PRESENT:
Parks and Recreation
OC Fiscal Services/P & R
OC Purchasing
OC Water Resources Commission
Oakland County 4H Fair Assoc
Springfield Township
APPROVAL OF AGENDA:
Susan M. Wells, Interim Executive Officer
Phil Castonia, Chief —Business Operations
Sarah Cook-Maylen, Natural Resources Project Coordinator
Mike Donnellon, Chief -Facilities Maintenance & Development
Jim Dunleavy, Chief -Park Operations & Maint. - N. District
Garrett Ebbeling, Graphic Designer
Tom Hughes, Chief —Park Operations & Maint. - S. District
Stephanie Mackey, Business Development Representative
Melissa Prowse, Supervisor of Planning
Desiree Stanfield, Supervisor of Marketing & Communications
Mary Zednik, Communications & Marketing Assistant
Jeff Phelps, Fiscal Services Coordinator
Andy Krumwiede, Buyer II
Joel Kohn, Environmental Planner
Sara Ressler, Assistant General Manager
Laura Moreau, Supervisor
Moved by Mr. Nash, supported by Ms. Herzog to approve the agenda with the following change:
Under Presentations/Recognitions - remove OCPR Commissioner Recognition — Robert E. Kostin.
AYES: Herzog, LaFontaine, McGillivray, Nash, Quarles, Stokes, VanderVeen (7)
NAYS: (0)
Motion passed on a unanimous voice vote.
APPROVAL OF MINUTES:
Moved by Ms. Quarles, supported by Mr. VanderVeen to approve the minutes of the Oakland County Parks
and Recreation Commission Regular Meeting of August 4, 2021, as submitted.
AYES: Herzog, LaFontaine, McGillivray, Nash, Quarles, Stokes, VanderVeen (7)
NAYS: (0)
Motion passed on a unanimous voice vote.
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PUBLIC COMMENTS:
There were no comments from the public.
PRESENTATIONS/RECOGNITIONS:
NACPRO Marketinq and Millage Awareness Award
Interim Executive Officer Susan Wells advised Oakland County Parks and Recreation received the 2021 National
Association of County Parks and Recreation Officials (NACPRO) Marketing Award for the 2020 Millage
Awareness Campaign. OCPR Staff members that worked on this campaign included Desiree Stanfield, Katie Stiefel,
Garrett Ebbeling, Mary Zednik, Jane Peterson, Jen Asadi, Stephanie Mackey, and Jess Whatley. Ms. Wells and the
Commission thanked staff for their hard work and efforts, especially considering the importance of social media on the
2020 Oakland County Parks and Recreation Millage Campaign.
COMMUNICATIONS/REPORTS:
Capital Improvement Expense Summary
OCPR Fiscal Services Coordinator Jeff Phelps advised there are no FY2021 capital improvement or equipment items
on the agenda requiring Unrestricted Net Position funding. Included in the Consent Agenda is the Fiscal Services
FY2021 3rd Quarter Financial Forecast which includes an operating budget amendment reducing account #796500
Budgeted Equity Adjustments by ($91,695). The balance of the Unrestricted Net Position account as of July 31, 2021,
is $27,377,088, which is a decrease of ($1,220,034) from the June 30, 2021, balance of $28,597,122. The FY2021
Amended Budget as of July 31, 2021, is $33,480,279. The Unrestricted Net Position policy sets a recommended
balance of funds to be set at 50% of the operating budget. The requirement of Unrestricted Net Position funds is
$16,740,139. The Parks and Recreation fund is currently $11,856,983 above the policy requirement.
Moved by Ms. LaFontaine, supported by Mr. Stokes to receive and file the Communications/Capital
Improvement Expense Summary Report.
AYES: Herzog, LaFontaine, McGillivray, Nash, Quarles, Stokes, VanderVeen (7)
NAYS: (0)
Motion passed on a unanimous voice vote.
CONSENT AGENDA:
Moved by Mr. Nash, supported by Ms. Quarles to approve Items 1 through 12 under Consent Agenda,
as follows:
1. OCPR Monthly Revenue and Expenditure Budget to Actual Report for Month Ending
07/31/2021 (FM 10 FY 21)
2. Monthly Revenue and Expenditure Comparison Report for Month Ending 07/31/2021
(FM 10 FY 21)
3. Monthly Revenue and Expenditure Report by Line Item for Month Ending 07/31/2021
(FM 10 FY 21)
4. Monthly Capital Equipment Report for Month Ending 07/31/2021 (FM 10 FY 21)
5. Monthly Revenue and Expenditure Average Comparison Report for Month Ending
07/31/2021 (FM 10 FY 21)
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6. Capital Improvement Projects Budget to Actual Report & Statement of Net Position For
Month Ending 07/31/2021 (FM 10 FY 21)
7. FY 2021 Fiscal Services 3rd Quarter Financial Forecast
8. FY 2021 Fiscal Services 3rd Quarter Facilities Maintenance Budget Amendments
(REVISED)
9. Monthly Purchasing Reports for Month Ending 07/31/2021 (FM 10 FY 21)
10. Maintenance Management Plan Budget
11. Capital Improvement Program - Project Report
12. 2021 3rd Quarter Contributions Report
AYES: Herzog, LaFontaine, McGillivray, Nash, Quarles, Stokes, VanderVeen (7)
NAYS: (0)
Motion passed on a roll call vote.
REGULAR AGENDA:
Final Approval of Proposed FY 2022-2024 OCPR Operatina Budaet / Final Approval of Proposed FY 2022-2026
Capital Improvement Proqram Plan (CIP-Funded from Net Position) / Final Approval of Proposed FY 2022-2026
Maintenance Manaqement Plan (MMP-Funded in the Operatinq Budqet) / Final Approval of Proposed FY 2022-2026
Natural Resources Manaqement Plan (NR-Funded in the Operating Budaet) / Final Approval of Proposed FY2022
Capital Equipment Budaet (Funded from Net Position)
Moved by Mr. Nash, supported by Ms. Quarles to approve the Fiscal Year 2022-2024 Oakland County Parks
and Recreation Proposed Operating Budget and adopt the following Fiscal Year 2022 General Appropriations
Act resolution balancing total appropriations with available resources in the amount of $34,197,675; and
Move to approve FY 2022, Proposed Capital Equipment Plan budget at $642,500; and
Move to approve the FY2022 Capital Improvement budget of $4,406,000 and $1,860,769 for the Maintenance
Management Plan (General Program Administration line -item, included in the operating budget), and forward
it to the Oakland County Board of Commissioners for inclusion in the Oakland County Adopted FY2022-
FY2024 budget:
WHEREAS in accordance with the provisions of Public Act 261 of 1965, the County and Regional Parks Act,
and Public Act 621 of 1978 (as amended), the Uniform Budgeting and Accounting Act for Local Government,
and the By -Laws of the Oakland County Parks and Recreation Commission approved January 12, 2011, it is
the responsibility of the Oakland County Parks and Recreation Commission to amend and adopt the annual
Oakland County Parks and Recreation Commission Budget; and
WHEREAS the Parks and Recreation Interim Executive Officer received budget requests from all Parks and
Recreation Budget Units, and the Parks and Recreation Interim Executive Officer and her staff have prepared
and submitted in detail the Parks and Recreation Interim Executive Officer's Fiscal Year 2022 Budget
Recommendation to the Oakland County Parks and Recreation Commission; and
WHEREAS the Oakland County Parks and Recreation Commission has reviewed in detail the Parks and
Recreation Interim Executive Officer's Fiscal Year 2022 Budget Recommendation as shown on the attached
line -item budget report, hereby annexed, and made part of the General Appropriations Act for Fiscal Year
2022; and
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WHEREAS supplemental summaries and data contained herein are for informational purposes only and are
not part of the General Appropriations Act for Fiscal Year 2022.
NOW THEREFORE BE IT RESOLVED the Oakland County Parks and Recreation Commission, after due
deliberation, does hereby amend and adopt the Fiscal Year 2022 General Appropriations Act balancing total
appropriations with available resources at $34,197,675.
BE IT FURTHER RESOLVED that as stated in the Commission By -Laws, appropriations accumulated within
the department will be deemed maximum authorization to incur expenditures. The Parks and Recreation
Interim Executive Officer or her designated Fiscal Officer shall exercise supervision and control of all
budgeted expenditures with each Budget Unit, and at no time shall the expenditures exceed the total
appropriation for the department as originally amended or adopted by the Oakland County Parks and
Recreation Commission.
AYES: Herzog, LaFontaine, McGillivray, Nash, Quarles, Stokes, VanderVeen (7)
NAYS: (0)
Motion passed on a roll call vote.
Davisburq Mill Pond Dam Removal & Restoration Project -Construction Documents & Bidding Phase
Moved by Mr. Nash, supported by Ms. Herzog to conceptually approve the 100% design engineering
drawings, engineer's opinion of cost and proceed with final construction drawings, specifications, permitting
and bidding for the Mill Pond Dam Removal and Restoration Project; and
Move to amend AECOM contract #5528 in the amount of $84,725 to proceed with final construction drawings,
specifications, permitting and bidding for the Mill Pond Dam Removal and Restoration Project, pending the
Charter Township of Springfield Board approval at the September 9, 2021 meeting.
AYES: Herzog, LaFontaine, McGillivray, Nash, Quarles, Stokes, VanderVeen (7)
NAYS: (0)
Motion passed on a roll call vote.
In response to a question from the Chairman McGillivray on the project, staff advised Davisburg Road will be closed
for approximately two months and a detour/alternate route will be available during construction.
Michigan Department of Natural Resources - Fisheries Habitat Grant Program Grant Acceptance (Mill Pond Dam
Removal/Restoration)
Moved by Mr. Stokes, supported by Ms. LaFontaine to approve the acceptance of the grant of $345,000
from the Michigan Department of Natural Resources Fisheries Habitat Grant Program for the Mill Pond Dam
Removal and Restoration Project and forward the grant agreement to the Oakland County Board of
Commissioners for final approval.
AYES: Herzog, LaFontaine, McGillivray, Nash, Quarles, Stokes, VanderVeen (7)
NAYS: (0)
Motion passed on a roll call vote.
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Electrifv America Solar Vehicle Charainq Station License Agreement - Holly Oaks ORV Park
Moved by Mr. VanderVeen, supported by Mr. Stokes to approve the license agreement with Electrify
America for a solar -powered vehicle charging station to be located at Holly Oaks ORV Park through
December 31, 2023, conditional upon Oakland County Corporation Counsel final review and approval of the
agreement.
AYES: Herzog, LaFontaine, McGillivray, Nash, Quarles, Stokes, VanderVeen (7)
NAYS: (0)
Motion passed on a roll call vote.
Updated Stormwater Standards
Moved by Ms. Lafontaine, supported by Ms. Herzog to approve the Oakland County -wide Stormwater
Engineering Design Standards as submitted by the Water Resources Commissioner's Office and for the
Chairperson to sign the attached Memorandum for Adoption of Oakland County Stormwater Engineering
Design Standards for County Properties.
AYES: Herzog, LaFontaine, McGillivray, Nash, Quarles, Stokes, VanderVeen (7)
NAYS: (0)
Motion passed on a roll call vote.
Request to Sell Alcohol on Commission Property — Fall Michiqan Antique Festival
Moved by Ms. Quarles, supported by Mr. VanderVeen to approve the temporary liquor license for the
Oakland County Fair Board to sell alcohol at the Fall Michigan Antique Festival, to be held at
Springfield Oaks County Park October 8-10, 2021.
AYES: Herzog, LaFontaine, McGillivray, Nash, Quarles, Stokes, VanderVeen (7)
NAYS: (0)
Motion passed on a roll call vote.
Request to Sell Alcohol on Commission Property — DRAW/Clarkston State Bank Back Roads Half Marathon
Moved by Ms. LaFontaine, supported by Mr. Nash to approve the temporary liquor license for DRAW
(Disaster Relief At Work) to sell alcohol at the Clarkston State Bank Back Roads Half Marathon, to be
held at Independence Oaks County Park November 14, 2021.
AYES: Herzog, LaFontaine, McGillivray, Nash, Quarles, Stokes, VanderVeen (7)
NAYS: (0)
Motion passed on a roll call vote.
11
UNFINISHED BUSINESS:
There was no Unfinished Business.
NEW & MISCELLANEOUS BUSINESS:
Executive Officer Report
In addition to the Executive Officer's Report filed in the agenda packet, Interim Executive Officer Susan Wells provided
an update on the following items:
• The next OCPR Commission meeting will be held in person on Wednesday, October 6, 2021 at
1:00 p.m. at the Oakland Parks and Recreation Waterford Oaks Activity Center, 2800 Watkins Lake Road,
Waterford, MI 48328
• The next OCPRC Executive Committee meeting is scheduled on Monday, September 13, 2021 at 1:00 p.m.
via teleconference
• Red Oaks Waterpark is now closed for the season due to staffing levels.
• 2022 OCPR Annual Vehicle Permits will go on sale September 27, 2021. Oakland County residents may also
obtain the free 2022 Annual Vehicle Permits for seniors (62+), veterans, active military, and individuals with
permanent disabilities
• Learn to Swim program in collaboration with Huron Clinton Metroparks Authority
• 2020 OCPR Millage Initiatives Grant Programs Schedule
Executive Committee Update
Chairman McGillivray advised the discussion at the last OCPRC Executive Committee meeting focused on the
process for hiring a new Parks and Recreation Executive Director. The candidate will be meeting with both Oakland
County Board of Commissioners caucus groups on September 2, 2021.
ANNOUNCEMENTS:
Hearing no objections from the OCPR Commission members, Chairman McGillivray announced the time for all future
2021 OCPR Commission meetings will be changed from 2:00 p.m. to 1:00 p.m. The meetings will be held in the
Waterford Oaks Activity Center due to the recent changes in COVID-19 numbers and social distancing guidelines.
The next meeting will be Wednesday, October 6, 2021 at 1:00 p.m. at the Waterford Oaks Activity Center.
Chairman McGillivray requested a report showing the current budget for the 2020 Millage Initiative programs, including
funds spent to date on CISMA, the Trails Program, Local Community Grants, and OCPR Annual Vehicle Park Permits
for seniors, veterans, active military, and individuals with permanent disabilities.
Chairman McGillivray also requested staff schedule another OCPR Sustainability Committee meeting to review some
outstanding/pending matters.
Commissioner Quarles requested staff provide a detailed report on the local community parks grant program clearly
stating the criteria, requirements, or protocols for requesting funds from this program. She has been contacted by
some local municipal officials asking about the program and would like to be able to provide those individuals with the
program details.
12
ADJOURNMENT:
Meeting adjourned at 2:50 p.m.
Ebony Bagley, Secretary
Vicky Valko, Recording Secretary
13
Oakland County Parks and Recreation Commission
SPECIAL MEETING
September 22, 2021
Chairman McGillivray called the Oakland County Parks and Recreation Commission meeting to order at 1:05 p.m.
in the Oakland County Parks and Recreation Waterford Oaks Activity Center.
COMMISSION MEMBERS PRESENT:
Chairman Gary R. McGillivray, Vice Chairman J. David VanderVeen, Executive Committee Member Christine Long,
Yolanda Charles, Amanda Herzog, Jim Nash, Lance Stokes (7)
COMMISSION MEMBERS ABSENT:
Secretary Ebony Bagley, Andrea LaFontaine, Nancy Quarles (3)
ALSO PRESENT:
Parks and Recreation Susan M. Wells, Interim Executive Officer
Phil Castonia, Chief of Business Operations
Jim Dunleavy, Chief of Park Operations & Maint. - N. District
Tom Hughes, Chief of Park Operations & Maint. - S. District
Brandy Sotke-Boyd, Chief of Recreation Programs & Services
Desiree Stanfield, Supervisor of Marketing & Communications
OC Corporation Counsel Jody Hall, Financial Attorney
The Oakland Press Mark Cavitt
APPROVAL OF AGENDA:
Moved by Mr. Stokes, supported by Ms. Charles to approve the agenda as submitted.
AYES: Charles, Herzog, Long, McGillivray, Nash, Stokes, VanderVeen (7)
NAYS: (0)
Motion passed on a unanimous voice vote.
PUBLIC COMMENTS:
There were no comments from the public.
REGULAR AGENDA:
Parks and Recreation Director Hirinq Process Update
Chairman McGillivray advised the Commission that candidate Lawrence Hemingway rescinded his acceptance
of the offer of employment for the position of Oakland County Parks and Recreation Director. As a result, the process
of the search for a new candidate will move forward. The new search will be conducted by the same consultant,
James Vettraino of GovHR, at no additional charge because the position has not been filled.
Notice will be sent to all individuals that previously applied for the position so they may re -apply. Applications will be
accepted for four weeks from both internal and external candidates. Commissioner Herzog asked if the previous list of
candidates would be available to review. Chairman McGillivray advised he has requested the list and was advised by
OC Human Resources he will receive a copy. The application process will be open to a larger group of individuals to
attract a larger and more diverse group of candidates.
14
Commissioner Stokes wanted stated for the record that he is disturbed by the coverage by the media regarding
the candidate. He felt it was harassment and racism.
CLOSED SESSION:
Review of Background Check of Parks and Recreation Director Candidate Lawrence Hemmingwav
As a result of Lawrence Hemingway rescinding his acceptance of the offer of employment for the position of
Oakland County Parks and Recreation Director, there was no longer a need for a closed session during the meeting.
No closed session was held.
ANNOUNCEMENTS
Chairman McGillivray advised the Commission that Commissioner Amanda Herzog accepted a part-time position with
Oakland County Parks and Recreation. She will be resigning from her position as OCPR Commissioner effective
September 24, 2021, and this will be her last meeting. Her replacement will be appointed by the Oakland County
Board of Commissioners.
ANNOUNCEMENTS:
The next Oakland County Park and Recreation Commission meeting will be held on October 6, 2021 at 1:00 p.m. at
the Waterford Oaks Activity Center.
ADJOURNMENT:
Meeting adjourned at 1:28 p.m.
Ebony Bagley, Secretary
Vicky Valko, Recording Secretary
15
Oakland Count' Parks and Recreation Commission Aqenda Item Memo
Agenda #: Staff Introductions
Department: Facilities Maintenance & Development — Project Management Group
From: Michael J. Donnellon, Jr, Chief of Park Facilities Maintenance & Development
Subject: Introduction - Mark J. Adams Jr.
INTRODUCTION AND HISTORY
Mark J. Adams, Jr. took the long way back to Michigan to join the Facilities Maintenance Project
Management Group.
Born and raised in Southfield, Adams earned a bachelor's degree in architecture from the University of
Michigan, then spent time working in three different states before returning to Michigan a few years
ago.
After receiving his degree, Adams gained experience in historical restoration architecture in New York,
worked for a firm that specialized in church buildings in Virginia, spent five years in residential
architecture in Washington, D.C., and then worked in commercial architecture here in Michigan before
coming to OCPR.
Adams will be in charge of coordinating the building improvement program already in place, keeping on
top of replacement schedules for mechanical and electrical equipment, roofs, etc. "Anything that has to
do with a building," Adams said. Additionally, he will coordinate in-house and capital improvement
projects from budgeting, bidding, and contract awards to coordinating with contractors on the job,
ensuring that industry standards are met, and best practices are used. He could even be the one to
design the new projects!
"I'm happy to be part of the OCPR team to maintain and improve our parks. So far, I've been to Glen
Oaks, Addison Oaks, Springfield Oaks, Groveland Oaks, and Red Oaks, and look forward to visiting the
rest of the parks soon," Adams said.
Adams and his wife live in Southfield with their three children, sons ages 7 and 2, and daughter age 4.
Needless to say, he doesn't have much free time, but when he does, he enjoys reading, bike riding and
attending Tigers, Lions and Pistons games with his family.
"With his experience and background, Mark has jumped right in on implementing projects", said Chief
of Park Facilities Maintenance and Development Mike Donnellon. "We are so excited to have him on
board, especially since we are beginning a new fiscal year with renewed focus on investing,
maintaining and improving existing park assets and facilities."
16
Oakland Counv Parks and Recreation Commission Aqenda Item Memo
Agenda #: Staff Introductions
Department: Facilities Maintenance & Operations
From: Colin Gibbs, Building Management Supervisor
Subject: Introduction -Abe Qasim
INTRODUCTION AND HISTORY
I would like to introduce you to Abe Qasim. He will be working with Barb Weishaar at Facilities
Maintenance as a Skilled Maintenance HVAC Technician. He comes to us with 20 years' experience in
the HVAC and related fields. He is very knowledgeable and carries multiple licenses including a
Mechanical Contractor License as well as a Boilers License.
We are very excited to have Abe in this position so we can better support the parks and its customers.
17
Oakland County Parks and Recreation Commission Aqenda Item Memo
Agenda #: Communication Item A
Department: Fiscal Services
From: Jeff Phelps, Parks and Recreation Fiscal Coordinator
Subject: Capital Improvement Expense Summary, Budgeted Equity Adjustment Summary
and Unrestricted Net Position Projection Report
INTRODUCTION AND HISTORY
There is one item on today's agenda requiring Unrestricted Net Position funding: FY 2022 Proposed
Golf Cart Purchase - (Glen Oaks, Lyon Oaks, Red Oaks, Springfield Oaks, White Lake Oaks) for
$136, 059.
The balance of the Unrestricted Net Position account as of August 31, 2021, is $26,159,397.38. This is
a decrease of ($1,217,691) from the July 31, 2021, balance of $27,377,088.
The FY2021 Amended Budget as of August 31, 2021, is $33,480,279. The Unrestricted Net Position
policy sets a recommended balance of funds to be set at 50% of the operating budget. The requirement
of Unrestricted Net Position funds is $16,740,139. The Parks and Recreation fund is currently
$9,419,258 above the policy requirement.
18
Agenda Item A
Parks and Recreation Commission
FY2021 Unrestricted Net Position Forecast
As of August 31, 2021
Unrestricted Net
Position
Unrestricted Net Position Balance:
As of August 31, 2021 $ 26,159,397
Adjust:
Projected operating variance (July -September 2021)
$
(1,622,405)
Capital Improvement and Equipment Budget
Expenses to Date
Remaining
FY2021 Capital Equipment Budget $ 382,845
$ (386,243) $
(3,398)
FY2018-FY2021 Active Capital Improvement Projects $ 3,074,998
$ (2,903,140) $
171,858
$ 3,457,843
$ (3,289,383) $
168,460 $
(168,460)
Agenda Amendments to be approved at the October meeting:_
FY2022 Proposed Golf Cart Purchase - (Glen Oaks, Lyon Oaks, Red Oaks, Springfield Oaks, White Lake Oaks)
$
(136,059)
Projected Net Position Unrestricted - September 30, 2021
$
24,232,473
Prepared by Fiscal Services 9/28/2021 713 Unrestricted Net Position 19
Oakland County Parks and Recreation Commission Aqenda Item Memo
Agenda #: 1-6
Department: Fiscal Services-P & R Accounting
From: Jennifer Adcock, Fiscal Services Supervisor II
Jeffrey Phelps, Fiscal Services Coordinator
Subject: OCPR Monthly Financial Reports (August 2021, FY 2021)
1. REVENUE AND EXPENDITURE BUDGET TO ACTUAL REPORT BY BUDGET CENTER
August 2021 (FM 11, FY 2021)
2. REVENUE AND EXPENDITURE COMPARISON REPORT BY BUDGET CENTER
August 2021 (FM 11, FY 2021)
3. REVENUE AND EXPENDITURE REPORT BY LINE ITEM
August 2021 (FM 11, FY 2021)
4. CAPITAL EQUIPMENT REPORT
August 2021 (FM 11, FY 2021)
5. REVENUE AND EXPENDITURE AVERAGE COMPARISON REPORT
August 2021 (FM 11, FY 2021)
6. CAPITAL IMPROVEMENT PROJECTS BUDGET TO ACTUAL REPORT AND STATEMENT OF NET POSITION
August 2021 (FM 11, FY 2021)
20
Agenda Item No. 1
OAKLAND COUNTY PARKS AND RECREATION COMMISSION
REVENUE AND EXPENSE BUDGET TO ACTUAL REPORT
FM 11 FY 2021
FOR MONTH ENDING 08/31/2021
2021
YEAR TO
(OVER)
% OF
REVENUE
BUDGET
DATE
UNDER BUDGET
BUDGET
ADMINISTRATIVE SERVICES: Millage Tax
21,611,300.00
21,577,352.18
33,947.82
99.8%
Capital Contributions
71,675.00
46,675.00
25,000.00
65.1 %
Other
746,154.00
616,749.98
129,404.02
82.7%
GLEN OAKS GOLF COURSE
816,700.00
941,414.52
(124,714.52)
115.3%
LYON OAKS GOLF COURSE
1,202,000.00
1,338,767.90
(136,767.90)
111.4%
RED OAKS GOLF COURSE
350,000.00
399,846.64
(49,846.64)
114.2%
SPRINGFIELD OAKS GOLF COURSE
737,561.00
785,539.09
(47,978.09)
106.5%
WHITE LAKE OAKS GOLF COURSE
755,300.00
796,967.16
(41,667.16)
105.5%
ADDISON OAKS CONFERENCE CENTER
152,000.00
107,274.33
44,725.67
70.6%
GLEN OAKS CONFERENCE CENTER
128,145.00
95,005.11
33,139.89
74.1%
GROVELAND OAKS CONCESSIONS
58,500.00
2,584.49
55,915.51
4.4%
LYON OAKS CONFERENCE CENTER
43,000.00
1,074.82
41,925.18
2.5%
LYON OAKS RESTAURANT SVS
199,000.00
177,823.52
21,176.48
89.4%
RED OAKS WATERPARK CONCESSIONS
221,015.00
34,041.12
186,973.88
15.4%
SPRINGFIELD OAKS RESTAURANT SV
140,000.00
103,278.21
36,721.79
73.8%
WATERFORD OAKS WATERPARK CONCESSIONS
113,000.00
0.00
113,000.00
0.0%
WHITE LAKE OAKS CONFERENCE CENTER
78,000.00
0.00
78,000.00
0.0%
WHITE LAKE OAKS RESTAURANT SVS
140,500.00
101,821.69
38,678.31
72.5%
OAKLAND COUNTY MARKET
190,250.00
131,648.60
58,601.40
69.2%
ADDISON OAKS PARK
744,906.00
788,156.52
(43,250.52)
105.8%
GROVELAND OAKS PARK
1,170,968.00
1,161,875.07
9,092.93
99.2%
HIGHLAND OAKS PARK
12,550.00
8,293.00
4,257.00
66.1%
INDEPENDENCE OAKS PARK
303,346.00
266,900.91
36,445.09
88.0%
LYON OAKS PARK
165,000.00
88,756.50
76,243.50
53.8%
ORION OAKS PARK
136,200.00
71,190.00
65,010.00
52.3%
RED OAKS DOG PARK
48,000.00
45,975.00
2,025.00
95.8%
RED OAKS PARK
8,300.00
11,512.81
(3,212.81)
138.7%
ROSE OAKS PARK
6,600.00
0.00
6,600.00
0.0%
SPRINGFIELD OAKS PARK
232,000.00
189,426.34
42,573.66
81.6%
WATERFORD OAKS PARK
86,800.00
46,091.00
40,709.00
53.1 %
HOLLY OAKS ORV PARK
573,000.00
248,475.75
324,524.25
43.4%
RECREATION PROGRAMS & SERVICES
315,000.00
89,474.33
225,525.67
28.4%
CATALPA OAKS PARK
30,250.00
25,065.00
5,185.00
82.9%
RED OAKS WATERPARK
1,514,159.00
798,715.10
715,443.90
52.7%
WATERFORD OAKS BMX
500.00
13,759.00
(13,259.00)
2751.8%
WATERFORD OAKS WATERPARK
378,600.00
0.00
378,600.00
0.0%
TOTAL REVENUE
33,480,279.00
31,111,530.69
2,368,748.31
92.9%
EXPENSE
ADMINISTRATIVE SERVICES
9,912,397.00
4,792,126.29
5,120,270.71
48.3%
PARKS PARTNERSHIP
797,570.00
1,010,650.00
(213,080.00)
126.7%
AUDITING
41,282.00
5,795.02
35,486.98
14.0%
FISCAL SERVICES ADMINISTRATION
149,335.00
130,160.26
19,174.74
87.2%
FISCAL SERVICES PARKS & REC
470,771.00
332,007.86
138,763.14
70.5%
GLEN OAKS GOLF COURSE
981,268.00
986,136.10
(4,868.10)
100.5%
LYON OAKS GOLF COURSE
1,448,050.00
1,327,440.14
120,609.86
91.7%
RED OAKS GOLF COURSE
624,169.00
578,896.13
45,272.87
92.7%
SPRINGFIELD OAKS GOLF COURSE
830,468.00
692,421.81
138,046.19
83.4%
WHITE LAKE OAKS GOLF COURSE
819,255.00
765,505.83
53,749.17
93.4%
ADDISON OAKS CONFERENCE CENTER
372,060.00
350,453.24
21,606.76
94.2%
GLEN OAKS CONFERENCE CENTER
363,669.00
275,857.05
87,811.95
75.9%
GROVELAND OAKS CONCESSIONS
81,884.00
8,746.51
73,137.49
10.7%
LYON OAKS CONFERENCE CENTER
216,456.00
208,344.26
8,111.74
96.3%
LYON OAKS RESTAURANT SVS
293,140.00
113,342.97
179,797.03
38.7%
RED OAKS WATERPARK CONCESSIONS
277,077.00
90,623.33
186,453.67
32.7%
SPRINGFIELD OAKS RESTAURANT SV
256,825.00
142,671.42
114,153.58
55.6%
WATERFORD OAKS WATERPARK CONCESSIONS
104,509.00
6,801.04
97,707.96
6.5%
WHITE LAKE OAKS CONFERENCE CENTER
198,968.00
183,361.31
15,606.69
92.2%
WHITE LAKE OAKS RESTAURANT SVS
270,550.00
141,536.94
129,013.06
52.3%
OAKLAND COUNTY MARKET
212,978.00
153,640.61
59,337.39
72.1%
ADDISON OAKS PARK
1,773,923.00
1,528,412.44
245,510.56
86.2%
GROVELAND OAKS PARK
1,620,226.00
1,329,287.32
290,938.68
82.0%
HIGHLAND OAKS PARK
82,580.00
68,101.08
14,478.92
82.5%
INDEPENDENCE OAKS PARK
1,281,156.00
948,687.71
332,468.29
74.0%
LYON OAKS PARK
341,532.00
278,337.41
63,194.59
81.5%
ORION OAKS PARK
227,336.00
181,347.27
45,988.73
79.8%
RED OAKS DOG PARK
142,896.00
114,424.55
28,471.45
80.1 %
RED OAKS PARK
211,510.00
160,724.91
50,785.09
76.0%
ROSE OAKS PARK
95,343.00
86,558.48
8,784.52
90.8%
SPRINGFIELD OAKS PARK
651,529.00
633,765.20
17,763.80
97.3%
WATERFORD OAKS PARK
746,362.00
657,913.09
88,448.91
88.1 %
HOLLY OAKS ORV PARK
695,159.00
584,893.40
110,265.60
84.1%
RECREATION PROGRAMS & SERVICES
1,758,767.00
1,225,394.39
533,372.61
69.7%
CATALPA OAKS PARK
215,304.00
183,470.31
31,833.69
85.2%
RED OAKS WATERPARK
1,630,953.00
1,038,415.22
592,537.78
63.7%
WATERFORD OAKS BMX
19,387.00
30,778.10
(11,391.10)
158.8%
WATERFORD OAKS WATERPARK
717,821.00
282,113.83
435,707.17
39.3%
FACILITIES & MAINTENANCE
2,740,796.00
1,408,581.20
1,332,214.80
51.4%
INTERNAL FUND CHARGES *
0.00
0.00
0.00
N/A
TOTAL EXPENSE
33,675,261.00
23,037,724.03
10,637,536.97
68.4%
REVENUE OVER/(UNDER) EXPENSE
(194,982.00) 8,073,806.66
* Internal Fund YTD Expense: Internal Service and other funds payments in transit
21
Agenda Item No. 2
OAKLAND COUNTY PARKS AND RECREATION COMMISSION
REVENUE AND EXPENSE COMPARISON REPORT FOR MANAGEMENT PURPOSES ONLY
FM 11 FY 2021
FOR MONTH ENDING 08/31/2021
YEAR TO DATE
REVENUE OVER
YEAR TO DATE
YEAR TO DATE
REVENUE OVER
EXPENSE
(UNDER) EXPENSE
BUDGET CENTER
REVENUE
EXPENSE
(UNDER) EXPENSE
W/O DEPRECIATION
W/O DEPRECIATION
ADMINISTRATIVE SERVICES:
ADMINISTRATIVE SERVICES
22,240,777.16
4,792,126.29
17,448,650.87
4,772,883.22
17,467,893.94
PARKS PARTNERSHIP
0.00
1,010,650.00
(1,010,650.00)
1,010,650.00
(1,010,650.00)
AUDITING
0.00
5,795.02
(5,795.02)
5,795.02
(5,795.02)
FISCAL SERVICES ADMINISTRATION
0.00
130,160.26
(130,160.26)
130,160.26
(130,160.26)
FISCAL SERVICES PARKS & REC
0.00
332,007.86
(332,007.86)
332,007.86
(332,007.86)
ADMINISTRATIVE SERVICES SUB -TOTAL
22,240,777.16
6,270,739.43
15,970,037.73
6,251,496.36
15,989,280.80
GOLF:
GLEN OAKS GOLF COURSE
941,414.52
986,136.10
(44,721.58)
840,321.29
101,093.23
LYON OAKS GOLF COURSE
1,338,767.90
1,327,440.14
11,327.76
992,358.75
346,409.15
RED OAKS GOLF COURSE
399,846.64
578,896.13
(179,049.49)
448,503.54
(48,656.90)
SPRINGFIELD OAKS GOLF COURSE
785,539.09
692,421.81
93,117.28
608,688.83
176,850.26
WHITE LAKE OAKS GOLF COURSE
796,967.16
765,505.83
31,461.33
669,867.68
127,099.48
GOLF SUB -TOTAL
4,262,535.31
4,350,400.01
(87,864.70)
3,559,740.09
702,795.22
FOOD SERVICES:
ADDISON OAKS CONFERENCE CENTER
107,274.33
350,453.24
(243,178.91)
263,696.41
(156,422.08)
GLEN OAKS CONFERENCE CENTER
95,005.11
275,857.05
(180,851.94)
165,477.11
(70,472.00)
GROVELAND OAKS CONCESSIONS
2,584.49
8,746.51
(6,162.02)
3,972.18
(1,387.69)
LYON OAKS CONFERENCE CENTER
1,074.82
208,344.26
(207,269.44)
128,101.87
(127,027.05)
LYON OAKS RESTAURANT SVC
177,823.52
113,342.97
64,480.55
112,723.12
65,100.40
RED OAKS WATERPARK CONCESSIONS
34,041.12
90,623.33
(56,582.21)
87,332.57
(53,291.45)
SPRINGFIELD OAKS RESTAURANT SV
103,278.21
142,671.42
(39,393.21)
124,368.34
(21,090.13)
WATERFORD OAKS WATERPARK CONCESSIONS
0.00
6,801.04
(6,801.04)
3,545.37
(3,545.37)
WHITE LAKE OAKS CONFERENCE CENTER
0.00
183,361.31
(183,361.31)
107,119.10
(107,119.10)
WHITE LAKE OAKS RESTAURANT SVC
101,821.69
141,536.94
(39,715.25)
139,793.44
(37,971.75)
FOOD SERVICES SUB -TOTAL
622,903.29
1,521,738.07
(898,834.78)
1,136,129.51
(513,226.22)
COUNTY MARKET:
OAKLAND COUNTY MARKET
131,648.60
153,640.61
(21,992.01)
150,355.02
(18,706.42)
COUNTY MARKET SUB -TOTAL
131,648.60
153,640.61
(21,992.01)
150,355.02
(18,706.42)
PARKS:
ADDISON OAKS PARK
788,156.52
1,528,412.44
(740,255.92)
1,224,251.26
(436,094.74)
GROVELAND OAKS PARK
1,161,875.07
1,329,287.32
(167,412.25)
1,030,381.70
131,493.37
HIGHLAND OAKS PARK
8,293.00
68,101.08
(59,808.08)
33,723.33
(25,430.33)
INDEPENDENCE OAKS PARK
266,900.91
948,687.71
(681,786.80)
739,324.96
(472,424.05)
LYON OAKS PARK
88,756.50
278,337.41
(189,580.91)
217,187.52
(128,431.02)
ORION OAKS PARK
71,190.00
181,347.27
(110,157.27)
147,917.43
(76,727.43)
RED OAKS DOG PARK
45,975.00
114,424.55
(68,449.55)
89,272.17
(43,297.17)
RED OAKS PARK
11,512.81
160,724.91
(149,212.10)
147,659.55
(136,146.74)
ROSE OAKS PARK
0.00
86,558.48
(86,558.48)
54,239.60
(54,239.60)
SPRINGFIELD OAKS PARK
189,426.34
633,765.20
(444,338.86)
434,608.48
(245,182.14)
WATERFORD OAKS PARK
46,091.00
657,913.09
(611,822.09)
522,043.38
(475,952.38)
HOLLY OAKS ORV PARK
248,475.75
584,893.40
(336,417.65)
576,498.85
(328,023.10)
PARKS SUB -TOTAL
2,926,652.90
6,572,452.86
(3,645,799.96)
5,217,108.23
(2,290,455.33)
RECREATION:
RECREATION PROGRAMS & SERVICES
89,474.33
1,225,394.39
(1,135,920.06)
1,184,506.28
(1,095,031.95)
CATALPA OAKS PARK
25,065.00
183,470.31
(158,405.31)
96,956.04
(71,891.04)
RED OAKS WATERPARK
798,715.10
1,038,415.22
(239,700.12)
844,643.26
(45,928.16)
WATERFORD OAKS BMX
13,759.00
30,778.10
(17,019.10)
29,050.44
(15,291.44)
WATERFORD OAKS WATERPARK
0.00
282,113.83
(282,113.83)
227,437.01
(227,437.01)
RECREATION SUB -TOTAL
927,013.43
2,760,171.85
(1,833,158.42)
2,382,593.03
(1,455,579.60)
FACILITIES & MAINTENANCE:
FACILITIES & MAINTENANCE
0.00
1,408,581.20
(1,408,581.20)
1,355,567.44
(1,355,567.44)
FACILITIES & MAINTENANCE SUB -TOTAL
0.00
1,408,581.20
(1,408,581.20)
1,355,567.44
(1,355,567.44)
OTHER:
INTERNAL FUND CHARGES *
0.00
0.00
0.00
0.00
0.00
OTHER SUB -TOTAL
0.00
0.00
0.00
0.00
0.00
TOTAL
31,111,530.69
23,037,724.03
8,073,806.66
20,052,989.68
11,058,541.01
* Internal Fund YTD Expense: Internal Service and other funds payments in transit
See the Oakland County website's "Transparency in Government" monthly reports to view the latest monthly financial report detail by budget center:
1. Log on to www.oakgov.com/mcitbud/fiscal/Pages/info pub/parks.aspx
2. Click on each of the Parks and Recreation monthly financial reports you are interested in viewing
'Disclaimer: These columns are for management purposes only to show the budget center's status without depreciation. The
Parks & Recreation Fund is classified as an Enterprise fund. Enterprise funds are used to report any activity for which a fee is
charged to an external source for goods or services. Depreciation is a method of allocating the cost of a tangible asset over its
useful life and is a true operating expense.
22
Agenda Item No. 3
11 PARKS AND REC DEPART
Run On: 09/16/2021 at 04:40 PM
Account Account Title
REVENUES
TAXES
601208 Delinquent Tax Prior Years
601637 Property Tax Levy
TOTAL TAXES
SPECIAL ASSESSMENTS
TOTAL SPECIAL ASSESSMENTS
FEDERAL GRANTS
TOTAL FEDERAL GRANTS
STATE GRANTS
615572 State Capital Grants
TOTAL STATE GRANTS
OTHER INTERGOVERNMENTAL REVENUES
620573 Local Comm Stabilization Share
TOTAL OTHER INTERGOVERNMENTAL REVENUES
CHARGES FOR SERVICES
630084
Antenna Site Management
630301
Commission Contracts
630308
Commission Food Services
630469
Deck Tennis
630644
Entrance Fees Gen Admission
630651
Entrance Fees Swimming Class
630693
Fees Camping
630700
Fees Day Use
630707
Fees Driving Range
630847
Greens Fees
631001
Interest on Delinquent Taxes
631127
Maintenance Contracts
631253
Miscellaneous
631330
NSF Check Fees
631743
Refunds Miscellaneous
631771
Reimb 3rd Party
631799
Reimb Contracts
631911
Rent House
631918
Rental Equipment
631925
Rental Facilities
631932
Rental Golf Carts
631946
Rental Units or Events
632037
Sales Retail
632128
Special and Sanctioned Races
632135
Special Contracts
632261
Temporary Licenses
632443
Water Feature Ride
632471
Weekly Races
TOTAL CHARGES FOR SERVICES
EXT ISF CHARGES FOR SERVICES
TOTAL EXT ISF CHARGES FOR SERVICES
INDIRECT COST RECOVERY
TOTAL INDIRECT COST RECOVERY
CONTRIBUTIONS
650104 Contributions Operating
650105 Contributions -State Grants
COUNTY OF OAKLAND
August, Fiscal Year 2021 Monthly Report
REVENUE & EXPENDITURE REPORT
As of Date: 08/31/2021
Fund: 50800 - Parks and Recreation
2021
Adopted
Budget
25,000.00
13,740,000.00
13, 765, 000.00
2021
Amended
Budget
290,250.00
21,321,050.00
21, 611, 300.00
- 199,000.00
199,000.00
2021
YTD Actuals
691,431.52
20,885,920.66
21, 577, 352.18
Variance with
Amended
Budget
401,181.52
(435,129.34)
(33, 947.82)
(199,000.00)
(199, 000.00)
Percentage
238.22%
97.96%
99.84%
0.00%
0.00%
0.00%
0.00%
250,000.00
250,000.00
327,988.66
77,988.66
131.20%
250, 000.00
250, 000.00
327, 988.66
77, 988.66
131.20 %
66,306.00
66,306.00
67,679.98
1,373.98
102.07%
40,750.00
40,750.00
17,890.20
(22,859.80)
43.90%
78,495.00
78,495.00
4,655.17
(73,839.83)
5.93%
4,000.00
4,000.00
7,330.00
3,330.00
183.25%
1,825,000.00
1,825,000.00
753,176.00
(1,071,824.00)
41.27%
13,000.00
13,000.00
-
(13,000.00)
0.00%
1,554,000.00
1,554,000.00
1,654,308.13
100,308.13
106.45%
1,092,100.00
1,092,100.00
822,716.00
(269,384.00)
75.33%
93,000.00
93,000.00
119,760.00
26,760.00
128.77%
2,436,500.00
2,436,500.00
2,792,000.95
355,500.95
114.59%
(1,000.00)
(1,000.00)
(260.98)
739.02
26.10%
8,000.00
8,000.00
32,638.69
24,638.69
407.98%
3,815.00
3,815.00
5,128.48
1,313.48
134.43%
25.00
25.00
-
(25.00)
0.00%
4,900.00
4,900.00
2,524.62
(2,375.38)
51.52%
200.00
200.00
1,631.43
1,431.43
815.72%
278,100.00
278,100.00
232,852.49
(45,247.51)
83.73%
71,125.00
71,125.00
55,594.00
(15, 531.00)
78.16%
79,400.00
79,400.00
37,928.25
(41,471.75)
47.77%
649,700.00
649,700.00
418,470.00
(231,230.00)
64.41 %
1,152,000.00
1,152,000.00
1,161,583.80
9,583.80
100.83%
173,000.00
173,000.00
64,732.50
(108,267.50)
37.42%
1,095,500.00
1,095,500.00
624,043.41
(471,456.59)
56.96%
-
-
10,112.00
10,112.00
0.00%
172,500.00
172,500.00
30,869.00
(141,631.00)
17.90%
7,000.00
7,000.00
26,300.00
19,300.00
375.71%
6,000.00
6,000.00
-
(6,000.00)
0.00%
-
-
3,304.00
3,304.00
0.00%
10,903,416.00
10,903,416.00
8,946,968.12
(1,956,447.88)
82.06%
-
-
-
-
0.00%
-
-
-
-
0.00%
800.00
2,844.00
8,305.00
5,461.00
292.02%
30,000.00
30,000.00
-
(30,000.00)
0.00%
23
11 PARKS AND REC DEPART
Run On: 09/16/2021 at 04:40 PM
COUNTY OF OAKLAND
August, Fiscal Year 2021 Monthly Report
REVENUE & EXPENDITURE REPORT
As of Date: 08/31/2021
Fund: 50800 - Parks and Recreation
2021
2021
Variance with
Adopted
Amended
2021
Amended
Account Account Title
Budget
Budget
YTD Actuals
Budget
Percentage
650305 Sponsorships
82,500.00
82,500.00
-
(82,500.00)
0.00%
TOTAL CONTRIBUTIONS
113,300.00
115,344.00
8,305.00
(107,039.00)
7.20%
INVESTMENT INCOME
655077 Accrued Interest Adjustments
40,000.00
20,000.00
(37,377.65)
(57,377.65)
-186.89%
655385 Income from Investments
400,000.00
238,000.00
188,468.82
(49,531.18)
79.19%
TOTAL INVESTMENT INCOME
440,000.00
258,000.00
151,091.17
(106,908.83)
58.56%
OTHER REVENUE
670114 Cash Overages
-
-
228.44
228.44
0.00%
670456 Prior Years Adjustments
-
43,559.00
43,563.89
4.89
100.01 %
670570 Refund Prior Years Expenditure
-
2,027.00
2,326.63
299.63
114.78%
670627 Sale of Equipment
-
-
1,100.33
1,100.33
0.00%
670741 Sale of Scrap
-
-
539.13
539.13
0.00%
TOTAL OTHER REVENUES
-
45,586.00
47,758.42
2,172.42
104.77%
GAIN(LOSS) EXCHANGE OF ASSETS
675356 Loss on Sale of Equipment
-
-
(31,448.76)
(31,448.76)
0.00%
675660 Gain on Sale of Vehicles
-
-
10,882.90
10,882.90
0.00%
TOTAL GAIN(LOSS) EXCHANGE OF ASSETS
-
-
(20,565.86)
(20,565.86)
0.00%
CAPITAL CONTRIBUTIONS
690189 Capital Asset Contributions
-
71,675.00
46,675.00
(25,000.00)
65.12%
TOTAL CAPITAL CONTRIBUTIONS
-
71,675.00
46,675.00
(25,000.00)
65.12%
INSURANCE RECOVERIES
TOTAL INSURANCE RECOVERIES
-
-
-
-
0.00%
PROCEEDS ISSUANCE OF BONDS
TOTAL PROCEEDS ISSUANCE OF BONDS
-
-
-
-
0.00%
TRANSFERS IN
695500 Transfers In
-
25,958.00
25,958.00
-
100.00%
TOTAL TRANSFERS IN
-
25,958.00
25,958.00
-
100.00%
PLANNED USE OF FUND BALANCE
665882 Planned Use of Balance
2,611,046.00
-
-
-
0.00%
TOTAL PLANNED USE OF FUND BALANCE
2,611,046.00
-
-
-
0.00%
TOTAL REVENUES
28,082,762.00
33,480,279.00
31,111,530.69
(2,368,748.31)
EXPENDITURES
SALARIES
702010
Salaries Regular
10,773,462.00
11,525,829.00
7,585,255.76
3,940,573.24
65.81%
702030
Holiday
-
-
244,627.56
(244,627.56)
0.00%
702050
Annual Leave
-
-
277,903.99
(277,903.99)
0.00%
702073
Parental Leave
-
-
6,860.56
(6,860.56)
0.00%
702080
Sick Leave
-
-
112,596.80
(112,596.80)
0.00%
702100
Retroactive
-
-
802.44
(802.44)
0.00%
702110
Per Diem
9,500.00
9,500.00
8,010.00
1,490.00
84.32%
702140
Other Miscellaneous Salaries
-
-
44,062.53
(44,062.53)
0.00%
702190
Workers Compensation Pay
-
-
506.79
(506.79)
0.00%
702200
Death Leave
-
-
9,350.99
(9,350.99)
0.00%
702300
Disaster Non -Prod Salaries
-
-
40,318.29
(40,318.29)
0.00%
712020
Overtime
179,900.00
179,900.00
126,722.15
53,177.85
70.44%
712040
Holiday Overtime
1,000.00
1,000.00
8,373.28
(7,373.28)
837.33%
712090
On Call
30,300.00
30,300.00
63,163.77
(32,863.77)
208.46%
24
11 PARKS AND REC DEPART
Run On: 09/16/2021 at 04:40 PM
Account Account Title
TOTAL SALARIES
FRINGE BENEFITS
722740
Fringe Benefits
722750
Workers Compensation
722760
Group Life
722770
Retirement
722780
Hospitalization
722790
Social Security
722800
Dental
722810
Disability
722820
Unemployment Insurance
722850
Optical
722900
Fringe Benefit Adjustments
TOTAL FRINGE BENEFITS
TOTAL CONTROLLABLE PERSONNEL
CONTRACTUAL SERVICES
730037
Adj Prior Years Exp
730044
Adj Prior Years Revenue
730072
Advertising
730114
Auction Expense
730121
Bank Charges
730198
Building Maintenance Charges
730240
Cash Shortage
730247
Charge Card Fee
730373
Contracted Services
730429
Custodial Services
730562
Electrical Service
730611
Employees Medical Exams
730646
Equipment Maintenance
730653
Equipment Rental
730786
Garbage and Rubbish Disposal
730789
General Program Administration
730814
Grounds Maintenance
730926
Indirect Costs
731059
Laundry and Cleaning
731073
Legal Services
731115
Licenses and Permits
731136
Logos Trademarks Intellect Prp
731143
Mail Handling -Postage Svc
731213
Membership Dues
731241
Miscellaneous
731269
Natural Gas
731339
Periodicals Books Publ Sub
731346
Personal Mileage
731388
Printing
731500
Public Information
731577
Refund Prior Years Revenue
731626
Rent
731633
Rental Property Maintenance
731689
Security Expense
731780
Software Support Maintenance
731836
Sponsorship
731878
Sublet Repairs
731941
Training
732018
Travel and Conference
732020
Travel Employee Taxable Meals
732039
Twp and City Treas Bonds
732046
Uncollectable Accts Receivable
COUNTY OF OAKLAND
August, Fiscal Year 2021 Monthly Report
REVENUE & EXPENDITURE REPORT
As of Date: 08/31/2021
Fund: 50800 - Parks and Recreation
2021
Adopted
Budget
10, 994,162.00
3,842,419.00
5,656.00
3,848,075.00
14, 842, 237.00
105,000.00
5,000.00
556,450.00
161,750.00
99,900.00
25,250.00
590, 750.00
1,170.00
460, 500.00
107,290.00
48, 900.00
918,450.00
1,069,550.00
1,023,000.00
16,895.00
500.00
33,275.00
5,025.00
18, 520.00
25,550.00
179,650.00
850.00
15,400.00
68,050.00
50,835.00
54,415.00
13,600.00
1,172,942.00
16,480.00
8,700.00
600.00
45,925.00
50, 500.00
600.00
2,500.00
2021
Amended
Budget
11,746,529.00
3,842,669.00
110,322.00
3, 952, 991.00
15, 699, 520.00
3,058.00
4,671.00
105,000.00
5,000.00
591, 735.00
161, 750.00
109, 950.00
25,250.00
590,750.00
1,170.00
460,500.00
118,240.00
48,900.00
764,095.00
1,360,113.00
1,023,000.00
16,895.00
500.00
33,275.00
5,025.00
18,520.00
25,675.00
179,650.00
850.00
15,400.00
68,050.00
50,835.00
54,415.00
13,600.00
1,172,942.00
16,480.00
8,700.00
600.00
45,925.00
50,500.00
600.00
2,500.00
219,462.00
2021
YTD Actuals
8, 528, 554.91
169,865.33
10,518.34
1,423,477.06
812, 549.24
434,877.44
79,826.71
77, 599.62
8,478.81
7,623.13
3,024,815.68
11, 553, 370.59
8,701.51
4,670.92
56,220.41
284.54
2,820.60
519,876.33
764.70
173,322.34
112,194.05
14,986.73
414,694.97
504.96
390,687.23
189,121.35
32,363.05
1,235,741.71
656,893.50
11,627.32
1,016.99
28,379.69
5,146.60
265.48
10,619.27
11,768.13
124,128.50
166.66
5,096.33
26,595.92
21,126.74
36,400.00
4,034.54
959,040.09
12,706.76
2,500.00
16,927.26
4,777.59
3,663.24
220,156.84
Variance with
Amended
Budget
3,217,974.09
3,842,669.00
(169, 865.33)
(10,518.34)
(1,423,477.06)
(812,549.24)
(434,877.44)
(79,826.71)
(77,599.62)
(8,478.81)
(7,623.13)
110,322.00
928,175.32
4,146,149.41
(5,643.51)
0.08
48,779.59
(284.54)
2,179.40
71, 858.67
(764.70)
(11, 572.34)
(2,244.05)
10,263.27
176,055.03
665.04
69,812.77
(70,881.35)
16, 536.95
764, 095.00
124,371.29
366,106.50
5,267.68
(516.99)
4,895.31
(121.60)
(265.48)
7,900.73
13, 906.87
55, 521.50
683.34
10,303.67
41,454.08
29,708.26
(36,400.00)
54,415.00
9,565.46
213,901.91
3,773.24
6,200.00
600.00
28,997.74
45, 722.41
600.00
(1,163.24)
(694.84)
Percentage
72.60%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
76.52%
284.55%
100.00%
53.54%
0.00%
56.41 %
87.86%
0.00%
107.15%
102.04%
59.35%
70.20%
43.16%
84.84%
159.95%
66.18%
0.00%
90.86%
64.21 %
68.82%
203.40%
85.29%
102.42%
0.00%
57.34%
45.83%
69.09%
19.61 %
33.09%
39.08%
41.56%
0.00%
0.00%
29.67%
81.76%
77.10%
28.74%
0.00%
36.86%
9.46%
0.00%
146.53%
100.32%
25
11 PARKS AND REC DEPART
Run On: 09/16/2021 at 04:40 PM
Account Account Title
732102 Water and Sewage Charges
732165 Workshops and Meeting
TOTAL CONTRACTUAL SERVICES
NON DEPARTMENTAL
TOTAL NON DEPARTMENTAL
COMMODITIES
750063 Custodial Supplies
750140 Employee Footwear
750154 Expendable Equipment
750287 Maintenance Supplies
750385 Merchandise
750392 Metered Postage
750399 Office Supplies
750448 Postage -Standard Mailing
750476 Recreation Supplies
750504 Small Tools
750511 Special Event Supplies
750581 Uniforms
TOTAL COMMODITIES
CAPITAL OUTLAY
TOTAL CAPITAL OUTLAY
DEPRECIATION
761042 Depreciation Park Improvements
761084 Depreciation Buildings
761121 Depreciation Equipment
761156 Depreciation Vehicles
TOTAL DEPRECIATION
INTERGOVERNMENTAL
762011 Transfer to Municipalities
TOTAL INTERGOVERNMENTAL
BENEFIT PAYMENTS - RETIREMENT
TOTAL BENEFIT PAYMENTS - RETIREMENT
PRINCIPAL PAYMENTS
TOTAL PRINCIPAL PAYMENTS
INTEREST ON DEBT
TOTAL INTEREST ON DEBT
PAYING AGENT FEES
TOTAL PAYING AGENT FEES
PYMT TO REFUND BOND ESCROW AGENT
TOTAL PYMT TO REFUND BOND ESCROW AGENT
DISCOUNT ON BONDS ISSUED
TOTAL DISCOUNT ON BONDS ISSUED
TOTAL CONTROLLABLE OPERATING
INTERNAL SERVICES
771639 Drain Equipment
773630 Info Tech Development
774636 Info Tech Operations
COUNTY OF OAKLAND
August, Fiscal Year 2021 Monthly Report
REVENUE & EXPENDITURE REPORT
As of Date: 08/31/2021
Fund: 50800 - Parks and Recreation
2021
2021
Variance with
Adopted
Amended
2021
Amended
Budget
Budget
YTD Actuals
Budget
Percentage
274,250.00
274,250.00
250,686.71
23,563.29
91.41 %
1,750.00
1,750.00
257.57
1,492.43
14.72%
7, 229, 772.00
7, 649, 581.00
5, 570, 937.13
2, 078, 643.87
72.83 %
-
-
-
-
0.00%
79,550.00
79,550.00
44,772.75
34,777.25
56.28%
7,140.00
7,140.00
3,647.98
3,492.02
51.09%
134,400.00
133,077.00
79,843.91
53,233.09
60.00%
3,300.00
3,300.00
3,382.58
(82.58)
102.50%
487,600.00
487,600.00
264,872.18
222,727.82
54.32%
8,000.00
8,000.00
3,916.40
4,083.60
48.96%
47,400.00
47,400.00
29,652.67
17,747.33
62.56%
-
-
44.00
(44.00)
0.00%
113,800.00
113,800.00
80,213.27
33,586.73
70.49%
119,975.00
119,975.00
75,886.46
44,088.54
63.25%
143,400.00
143,674.00
72,943.44
70,730.56
50.77%
68,850.00
68,850.00
60,102.52
8,747.48
87.29%
1,213,415.00
1,212,366.00
719,278.16
493,087.84
59.33%
-
-
-
-
0.00%
1,746,537.00
1,954,437.00
1,721,047.34
233,389.66
88.06%
841,250.00
901,150.00
878,832.57
22,317.43
97.52%
248,610.00
415,610.00
373,860.06
41,749.94
89.95%
38,400.00
18,100.00
10,994.38
7,105.62
60.74%
2, 874, 797.00
3, 289, 29 7.00
2, 984, 734.35
304, 562.65
90.74 %
276,320.00
797,570.00
1,010,650.00
(213,080.00)
126.72%
276, 320.00
797, 570.00
1, 010, 650.00
(213, 080.00)
126.72%
-
-
-
-
0.00%
-
-
-
-
0.00%
-
-
-
-
0.00%
-
-
-
-
0.00%
-
-
-
-
0.00%
-
-
-
-
0.00%
11,594,304.00
12,948,814.00
10,285,599.64
2,663,214.36
27,000.00 27,000.00 22,252.63 4,747.37 82.42%
25,000.00 25,000.00 27,249.50 (2,249.50) 109.00%
573,327.00 573,327.00 407,055.86 166,271.14 71.00%
26
11 PARKS AND REC DEPART
Run On: 09/16/2021 at 04:40 PM
Account
Account Title
774637
Info Tech Managed Print Svcs
774677
Insurance Fund
775754
Maintenance Department Charges
776659
Motor Pool Fuel Charges
776661
Motor Pool
778675
Telephone Communications
TOTAL INTERNAL SERVICES
TOTAL INTERNAL SUPPORT
TRANSFERS OUT
788001 Transfers Out
TOTAL TRANSFERS OUT
BUDGETED EQUITY ADJUSTMENTS
796500 Budgeted Equity Adjustments
TOTAL BUDGETED EQUITY ADJUSTMENTS
TOTAL EXPENDITURES
COUNTY OF OAKLAND
August, Fiscal Year 2021 Monthly Report
REVENUE & EXPENDITURE REPORT
As of Date: 08/31/2021
Fund: 50800 - Parks and Recreation
2021
2021
Variance with
Adopted
Amended
2021
Amended
Budget
Budget
YTD Actuals
Budget
Percentage
28,950.00
28,950.00
11,347.03
17,602.97
39.20%
252,050.00
252,050.00
242,410.15
9,639.85
96.18%
78,500.00
78,500.00
29,521.72
48,978.28
37.61 %
89,820.00
89,820.00
48,739.72
41,080.28
54.26%
410,754.00
410,754.00
291,926.51
118,827.49
71.07%
130,820.00
130,820.00
118,250.68
12,569.32
90.39%
1,616,221.00
1,616,221.00
1,198,753.80
417,467.20
74.17%
1,616,221.00
1,616,221.00
1,198,753.80
417,467.20
30,000.00
30,000.00
-
30,000.00
0.00%
30, 000.00
30, 000.00
-
30, 000.00
0.00%
-
3,185,724.00
-
3,185,724.00
0.00%
-
3,185, 724.00
-
3,185, 724.00
0.00%
28, 082, 762.00
33, 480, 279.00
23, 037, 724.03
10, 442, 554.97
27
Agenda Item No. 4
OAKLAND COUNTY PARKS & RECREATION COMMISSION
Capital Equipment Report
Fiscal Month 11, FY2021, as of 8/31/2021
*** Please inform Fiscal Services of any planned changes in budgeted purchases ***
Date
Budget
Actual
Projected
(Over)/Under
Approved Qty.
Center
Item Category Budget Expense
Expense
Budget Comments
06/03/20
1
ADD
Zero Turn Mower
P
EQP
14,000.00
18,116.00 -
06/03/20
1
ADD
Utility Vehicle
P_EQP
9,500.00
9,781.99 -
ADD Total
23,500.00
27,897.99 -
07/01/20
1
FM
Boat Wash Station
P_EQP
35,662.50
36,705.00 -
07/01/20
1
FM
Boat Wash Station
P_EQP
35,662.50
36,705.00 -
06/03/20
1
FM
Generator
P
EQP
27,000.00
28,163.00 -
FM Total
98,325.00
101,573.00 -
06/03/20
1
CAT
Utility Vehicle w/top
P_EQP
12,000.00
12,814.36 -
CAT Total
12,000.00
12,814.36 -
06/03/20
1
GLG
Utility Vehicle
P_EQP
9,500.00
7,828.55 -
06/03/20
1
GLG
Utility Vehicle
P_EQP
9,500.00
7,828.55 -
06/03/20
1
GLG
Turbine Blower
P
EQP
8,000.00
7,964.66 -
GLG Total
27,000.00
23,621.76 -
06/03/20
1
GRV
Zero Turn Mower
P
EQP
14,000.00
13,629.00 -
06/03/20
1
GRV
Dump Trailer
P_EQP
9,000.00
7,201.00 -
GRV Total
23,000.00
20,830.00 -
06/03/20
1
LYG
Fairway Mower
P_EQP
58,000.00
62,074.68 -
06/03/20
1
LYG
Greens Mower
P
EQP
38,000.00
38,944.91 -
03/03/21
1
LYG
ADA Golf Cart
P
EQP
12,323.00
12,323.10 -
LYG Total
96,000.00
101,019.59 -
06/03/20
1
ORN
Zero Turn Mower
P
EQP
14,000.00
13,127.00 -
ORN Total
14,000.00
13,127.00 -
06/03/20
1
REC
Trailer
P
EQP
11,000.00
7,014.00 -
05/05/21
1
REC
Movie Screen and Audio Transmitter
P
EQP
16,697.00
16,697.00 -
REC Total
27,697.00
23,711.00 -
06/03/20
1
SPG
Turbine Blower
P
EQP
8,000.00
7,964.66 -
SPG Total
8,000.00
7,964.66 -
06/03/20
1
WTR
Utility Vehicle
P_EQP
9,000.00
7,828.55 -
WTR Total
9,000.00
7,828.55 -
06/03/20
1
WLG
Greens Mower
P
EQP
32,000.00
33,532.42 -
WLG Total
32,000.00
33,532.42 -
Grand Total
382,845.00
386,243.43 -
(4,116.00) V#1488914 Asset ID# 13384
(281.99) V#1499915 Asset ID# 13433
(4,397.99)
V#1479392 Asset ID#13346.
(1,042.50) V#1490227 Addition to asset (cover).
V#1479392 Asset ID#13365.
(1,042.50) V#1490227 Addition to asset (cover)
(1,163.00) V#1507016 Asset ID# 13484
(3,248.00)
(814.36) V#1499917 Asset ID# 13434
(814.36)
1,671.45 V#1500579 Asset ID# 13440
1,671.45 V#1500579 Asset ID# 13458
35.34 V#1499918 Asset ID# 13435
3,378.24
371.00 V#1506140 Asset ID# 13473
1,799.00 V#1491490 Asset I D# 13396
2,170.00
(4,074.68) V#1507014 Asset ID# 13483
(944.91) V# 1511794 Asset I D# 13509
(0.10) V#1549053 Asset ID# 13652
(5,019.59)
873.00 V#1499920 Asset ID# 13436
873.00
3,986.00 V#1511168 Asset ID# 13506
- V#1535140 Asset ID# 13601
3,986.00
35.34 V#1495975 Asset ID# 13412
35.34
1,171.45 V#1535132 Asset I D# 13600
1,171.45
(1,532.42) V# 1511788 Asset ID# 13508
(1,532.42)
(3,398.43)
28
Agenda Item No. 5
Oakland County Parks and Recreation Commission
Monthly Average Comparison Report
(Comparison of FY 2021 Actuals with 5-Year Average Actuals)
As of August 31, 2021
Unrestricted Net 12021 A-r&d
Position 10/1/20 Budget I
October
November
December
January
February
March
April
May
June
July
August
September YEAR TO DATE
REVENUES:
5-YEAR AVERAGE REVENUE
$436,459
$161,009
$1,079,094
$7,393,102
$2,459,070
$1,876,231
$1,498,218
$1,329,199
$1,753,125
$1,983,312
$1,697,718
$1,544,654
Percentage of Total
1.88%
0.69%
4.65%
31.85%
10.59%
8.08%
6.45%
5.73%
7.55%
8.54%
7.31%
6.65%
Amended Budget/Alottment
$33,480,279
$629,557
$232,243
$1.556,507
$10,663,956
$3,547,011
$2,706,313
$2,161,059
$1,917,262
$2,528,743
$2,860,768
$2,448,822
$2,228,040
$33,480.279
Actual Revenues by Controllable Cateeorv:
Taxes
$1,629
$2,067
$91,051
$9,512,453
$7,542,922
$2,653,728
$677,690
$389,566
$691,699
$1,943
$12,604
$21,577,352
Intergovernmental Revenues
$0
$0
$0
$0
$0
$0
$140,126
$187,863
$0
$0
$0
$327,989
Charges for Services
$552,943
$220,447
$94,934
$202,916
$132,365
$314,386
$1,096,917
$1,506,925
$1,348,462
$1,425,603
$2,051,070
$9,946,968
Contributions and Capital Contributions
$0
$100
$1,500
$180
$46,675
$0
$20
$2,075
$0
$2,350
$2,080
$54,980
Investment Income
$15,338
$12,830
$10,393
$9,726
$8,028
$10,820
$52,149
$6,471
$13,931
$9,954
$1,451
$151,091
Other Revenue
$10,529
$2,032
$43,906
$885
$5
($8,805)
$16
$33
($21,604)
$167
$29
$27,193
Transfers In
$0
$0
$0
$0
$25,958
$0
$0
$0
$0
$0
$0
$25,958
Total Actuals
$590,439
$237,477
$241,784
$9,726,160
$7,755,953
$2,970,128
$1,966,918
$2,092,932
$2,032,488
$1,440,018
$2,067,234
$0
$31,111,531
Avg. Monthly Revenue Over/(Under)
($49117)
$5,234
($1,314,723)
($937,797)
$4.208,942
$263,815
($194,141)
$175,670
($496,255)
($1,420,750)
($381,588)
($140,709)
EXPENSES:
5-YEAR AVERAGE EXPENSE
$1,553,168
$1,545,894
$1,853,026
$1,550,459
$1,433,759
$1,993,708
$1,790,165
$2,149,129
$2,881,255
$2,590,014
$2,586,843
$3,085,707
Percentage of Total
6.21%
6.18%
7.41%
6.20%
5.73%
7.97%
7.16%
8.59%
11.52%
10.35%
10.34%
12.34%
Amended Budget/Alottment
$33,480,279
S2,078,928
S2,069,192
$2,480,290
$2,075.302
$1.919,098
$2,668,595
$2,396,150
$2,876,627
$3,856584
S3.466,756
$3,462,511
34,130,245
$33,480.279
Actual Exoenses by Controllable Cateeorv:
Salaries
612,263.93
641,710.25
523,114.96
727,308.33
525,159.37
560,403.36
657,044.08
825,891.31
931,291.34
1,538,775.20 $
985,592.78
$8,528,555
Fringe Benefits
216,201.60
246,566.54
237,539.55
365,811.09
250,289.24
252,542.61
249,823.25
260,547.65
262,659.39
412,654.34
270,180.42
$3,024,816
Contractual Services
42,465.30
488,408.96
555,537.37
424,868.65
317,229.35
634,701.66
351,773.31
305,834.44
1,178,247.52
508,799.18
763,071.39
$5,570,937
Commodities
37,585.58
13,147.64
15,653.03
10,957.33
16,041.49
26,814.01
67,038.20
92,144.55
183,928.21
118,660.83
137,307.29
$719278
Depreciation
273,070.30
273,070.29
273,651.27
278,317.65
282,037.60
211,154.73
278,514.31
278,514.31
279,767.99
277,018.51
279,617.39
$2,994,734
Internal Services
64,669.92
56,823.56
234,191.86
49,262.72
51,770.52
193,361.45
52,874.77
140,292.16
242,296.87
51,957.16
61,252.81
$1,198,754
Intergovernmental
-
-
1,010,650.00
$2,010,650
Transfers Out
-
-
$0
Actuals
$1,246,257
$1,729,727
$1,839,688
$1,856,526
$1,442,528
$1,878,978
$1,657,068
$1,903,224
$3,078,191
$2,907,865
$3,507,672
$0
$23,037,724
Avg. Monthly Expenses (Over)/Under
$832,671
$349,465
$640,602
$218,777
$476,571
$789,617
$739,092
$973,402
$778,393
$558,891
($45,161)
$6,312,310
Total Avg Monthly Favorability/(Unfavorability)
$783,554
$354,699
($674,120)
($719,020)
$4,685,513
$1,053,432
$544,942
$1,249,072
$282,138
($861,859)
($426,749)
$6,171,602
TOTALS:
Monthly Actual Revenue Over/(Under) Expenses
($665,817)
($1,482,251)
($1,597,904)
$7,869,634
$6,313,425
$1,091,150
$309,950
$199,708
($1,045,703)
($1,467,847)
($1,440,438)
$0
$8,073,807
Cumulative Actual Revenue Over/(Under) Expenses
($665,817)
($2,148,068)
($3,745,972)
$4,123,662
$10,437,087
$11,528,238
$11,838,087
$12,027,795
$10,982,092
$9,514,245
$8,073,807
Unrestricted Net Position
$18,603,825 $
19,130,809 $
16,549,558 $
14,242,676 $
22,085,747 $
28,321,404 $
29,211,373 $
29,372,594 $
29,711,775 $
28,597,122 $
27,377,088
$26,159,397
Projected Operating Variance- September
$
(1,902,205) $
(1,902,205)
Add: Depreciation
$
279,800 $
279,800
Projected impact on net position from operations
$
(1,622,405)
($1,622,405)
Prepared by Fiscal Services 9/28/2021 October 2021 MACR Monthly Average Comparisor2grt (MACR)
Agenda Item No. 6
1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
Parks and Recreation Commission
ACTIVE CAPITAL IMPROVEMENT PROJECTS
BUDGET TO ACTUAL EXPENSE REPORT
(as of September 17, 2021)
Project ID
Description
Start Date
Last Transaction Date
Budget
100000002821
CAT Storage Electrical
7/12/2018
9/2/2021
$52,056.00
100000003412
GRV Bball Court Paving
3/19/2021
3/19/2021
$14,652.00
100000003071
GRV Ped Bridge Repl (150)
11/13/2019
10/19/2020
$18,352.00
100000003528
GRV Playground Equipment
8/23/2021
9/14/2021
$8,000.00
100000003527
HRV Bestop Air Station
8/16/2021
9/14/2021
$45,000.00
100000003171
HRV Contact Station
5/4/2020
3/31/2021
$20,000.00
100000003526
HRV Mt. Magna - Phase II
8/16/2021
8/16/2021
$10,000.00
100000003172
HRV Parking Lot Dev
5/4/2020
9/8/2021
$226,244.00
100000002915
IND Bailey House Conv Mitigat
11/30/2018
3/29/2021
$40,000.00
100000003168
IND Network Upgrade
5/4/2020
9/30/2020
$30,000.00
100000003302
RDP Emergency HVAC Repl
11/13/2020
6/16/2021
$16,900.00
100000002958
RWP Child WtrStruct Repl
3/25/2019
8/31/2021
$1,599,540.00
100000003070
SAC HVAC Replacement
11/13/2019
9/2/2021
$433,785.00
100000003128
SAC Millpond Dam Restoration
3/26/2020
9/8/2021
$228,240.00
100000003227
SAC Network Upgrade
6/25/2020
6/30/2021
$15,000.00
100000002959
SAC Stormwater Imp
3/25/2019
10/22/2019
$27,027.00
100000003357
SAC Water System Well Replc
1/25/2021
8/11/2021
$223,202.00
100000003363
SPG Park House Roof Rpl
1/27/2021
7/31/2021
$7,000.00
100000003478
Troy Property Acquisition
7/3/2021
7/15/2021
$60,000.00
$3,074,998.00
FY2021 Projects Closed/Capitalized to Date
CIP Project q
Description
100000002532
SAC Water Quality Impr.
100000002754
CAT Perimeter Path
100000002755
CAT Sports Field Grading Irr
100000002853
SPG Roof Replacement
100000002856
SPR Roof Replacement
100000002880
RWP Wave Pool Duct Rpl
100000003076
LYC Drain System Repl
100000003093
ACC Electrical Improvements
100000003160
RWP San. Pump Station
100000003170
HRV Mt Magna Dev
100000003258
LYG Irrig. Well Replacement
100000003259
RWP Shade Structure
100000003324
RWP Spl Pad Family Restroom
100000003396
ADD Maint. Well Replacement
100000003411
ADD Maint Yard Paving
100000003414
IND Bailey House Boundary
Capital Improvement Total: (as of September 17, 2021)
Expenses to Date
Remaining Budget
Percentage Completion
$44,819.01
$7,236.99
86.10%
$0.00
$14,652.00
0.00%
$18,352.00
$0.00
100.00%
$7,662.00
$338.00
95.78%
$11,548.03
$33,451.97
25.66%
$737.59
$19,262.41
3.69%
$0.00
$10,000.00
0.00%
$239,615.49
($13,371.49)
105.91%
$66,449.36
($26,449.36)
166.12%
$30,000.00
$0.00
100.00%
$14,062.00
$2,838.00
83.21%
$1,591,007.05
$8,532.95
9947%
$428,007.78
$5,777.22
98.67%
$186,816.42
$41,423.58
81.85%
$8,148.16
$6,851.84
54.32%
$24,789.00
$2,238.00
91.72%
$210,436.79
$12,765.21
94 28%
$5,688.95
$1,311.05
8127%
$15,000.00
$45,000.00
25.00%
$2,903,139.63
$171,858.37
Amount
$ 926,195.01
$ 161,622.70
$ 480,670.00
$ 47,481.55
$ 47,327.54
$ 18,915.00
$ 10,108.60
$ 368,376.34
$ 266,423.42
$ 86,420.19
$ 34,506.64
$ 37,485.66
$ 286,959.88
$ 9,719.60
$ 26,392.00
$ 7,120.00
$2,815,724.13
$5,718,863.76
Prepared by Fiscal Services: 9/28/2021 13 October CIP Budget to Actual Expense CIP - Budget to Actual Report 30
Oakland County Parks and Recreation Commission Agenda Item Memo
Agenda #: 7
Department: Administration
From: Phil Castonia, Chief of Business Operations
Subject: Monthly Purchasing Report Memo — Receive and File
INTRODUCTION AND HISTORY
Today staff will present a monthly status report on the Purchasing Activity from Month 11 of Fiscal Year
2021 (August 2021) for Parks and Recreation.
ATTACHMENTS
Monthly Purchasing Expenditure Report — August 2021
Monthly Contract Activity LogExpenditure Report _ August 2021 No Activity
STAFF RECOMMENDATION
Receive and File
31
Agenda Item No. 7
FM I
Department Title
I Account Title
I Trans. Amount
11
Addison Oaks Conference Ctr
Depreciation Buildings
$
7,554.86
11
Addison Oaks Park
Grounds Maintenance
$
5,939.82
11
Addison Oaks Park
Security Expense
$
6,853.91
11
Addison Oaks Park
Security Expense
$
6,214.88
11
Administrative Services
Charge Card Fee
$
7,673.33
11
Capital Improvement
Capital Improvement Program
$
11,138.40
11
Capital Improvement
Capital Improvement Program
$
13,276.82
11
Capital Improvement
Capital Improvement Program
$
14,303.77
11
Catalpa Oaks Park
Water and Sewage Charges
$
5,647.75
11
Catalpa Oaks Park
Depreciation Park Improvements
$
6,987.26
11
Facilities and Maintenance
Motor Pool
$
9,569.38
11
Glen Oaks Conference Center
Depreciation Buildings
$
7,277.31
11
Glen Oaks Golf
Grounds Maintenance
$
5,059.60
11
Glen Oaks Golf
Grounds Maintenance
$
7,385.22
11
Glen Oaks Golf
Depreciation Park Improvements
$
7,076.38
11
Groveland Oaks Park
Electrical Service
$
6,307.76
11
Groveland Oaks Park
Security Expense
$
6,628.37
11
Groveland Oaks Park
Security Expense
$
6,816.32
11
Groveland Oaks Park
Merchandise
$
5,527.26
11
Groveland Oaks Park
Depreciation Park Improvements
$
17,602.45
11
Groveland Oaks Park
Depreciation Buildings
$
6,796.25
11
Independence Oaks Park
Depreciation Park Improvements
$
9,867.37
11
Independence Oaks Park
Depreciation Buildings
$
6,398.25
11
Lyon Oaks Conference Center
Depreciation Buildings
$
7,188.67
11
Lyon Oaks Golf
Charge Card Fee
$
5,128.96
11
Lyon Oaks Golf
FA Proprietary Equipment Exp
$
12,323.10
11
Lyon Oaks Golf
Merchandise
$
13,801.01
11
Lyon Oaks Golf
Depreciation Buildings
$
5,475.00
11
Lyon Oaks Restaurant Svc
Merchandise
$
14,786.47
11
Off -Road Vehicle Park
Equipment Rental
$
6,503.70
11
Off -Road Vehicle Park
Equipment Rental
$
7,221.00
11
Off -Road Vehicle Park
Equipment Rental
$
6,503.70
11
Rec Programs and Services
Uniforms
$
5,735.71
11
Rec Programs and Services
Uniforms
$
5,735.71
11
Rec Programs and Services
Motor Pool
$
5,763.87
11
Red Oaks Golf
Grounds Maintenance
$
5,138.00
11
Red Oaks Golf
Water and Sewage Charges
$
11,064.96
11
Red Oaks Golf
Depreciation Park Improvements
$
8,474.01
11
Red Oaks Waterpark
Building Maintenance Charges
$
6,694.93
11
Red Oaks Waterpark
Building Maintenance Charges
$
7,661.17
11
Red Oaks Waterpark
Electrical Service
$
11,258.72
11
Red Oaks Waterpark
Security Expense
$
5,243.81
11
Red Oaks Waterpark
Security Expense
$
5,237.54
11
Red Oaks Waterpark
Water and Sewage Charges
$
5,938.82
Page 1 of 2
Vendor Name I Additional Accounts Payable Info.
Not Vendor Related
Comerica Inc
DISCRAFT
Not Vendor Related
CA Projects
Not Vendor Related
CA Projects
Not Vendor Related
Charge Card Fee
Weaver Barns Ltd
Catalpa Oaks Shed
Frank Rewold and Son Inc
Springfield Oaks Well Project
AECOM Technical Services of Michigan
Mill Pond Dam Removal and Rest
City of Southfield
Expense Distribution
Not Vendor Related
Not Vendor Related
Not Vendor Related
Harrells LLC
Harrells LLC
Not Vendor Related
Consumers Energy
Not Vendor Related
Not Vendor Related
Not Vendor Related
Not Vendor Related
Not Vendor Related
Not Vendor Related
Not Vendor Related
Not Vendor Related
Not Vendor Related
Midwest Golf and Turf Acquisition LLC-
Not Vendor Related
Not Vendor Related
Not Vendor Related
MacAllister Machinery Co Inc
MacAllister Machinery Co Inc
MacAllister Machinery Co Inc
Not Vendor Related
ALYKO Enterprises LLC
Not Vendor Related
Harrells LLC
City of Madison Heights
Not Vendor Related
National Restoration Inc
National Restoration Inc
DTE Energy
Not Vendor Related
Not Vendor Related
City of Madison Heights
Motor Pool
Fertilizers and Landscape Chem
Fertilizers and Landscape Chem
Expense Distribution
CA Projects
CA Projects
COGS Estimate August 2021
Charge Card Fee
Solo Rider ADA Golf Carts
COGS Estimate August 2021
COGS Estimate August 2021
OAKLAND COUNTY PARKS ORV PARK
Rental Equipment per quote
Rental Equipment per quote
V1551616 (ALYKO, INV#21154)
Parks Logo Wear, per Price Lis
Motor Pool
Fertilizers and Landscape Chem
Expense Distribution
Parks General Construction per
Parks General Construction per
Expense Distribution
CA Projects
CA Projects
Expense Distribution
32
IFMI
11
11
11
11
11
11
11
11
� 11
Department Title
Red Oaks Waterpark
Springfield Oaks Park
Springfield Oaks Park
Springfield Oaks Restaurant Sv
Springfield Oaks Restaurant Sv
Waterford Oaks Park
Waterford Oaks Waterpark
White Lake Oaks Conf Center
White Lake Oaks Restaurant Svc
Account Title
Trans. Amount
Uniforms
$
11,662.65
Depreciation Park Improvements
$
14,066.50
Depreciation Buildings
$
5,010.74
Merchandise
$
9,428.89
Insurance Fund
$
5,275.00
Depreciation Park Improvements
$
9,948.93
Water and Sewage Charges
$
12,829.49
Depreciation Buildings
$
6,650.03
Merchandise
$
9,536.77
Page 2 of 2
Vendor Name
ALYKO Enterprises LLC
Not Vendor Related
Not Vendor Related
Not Vendor Related
Not Vendor Related
Not Vendor Related
Township of Waterford
Not Vendor Related
Not Vendor Related
Additional Accounts Payable Info.
Parks Logo Wear, per Price Lis
COGS Estimate August 2021
Insurance Fund
Expense Distribution
COGS Estimate August 2021
33
Agenda Item No. 8
�NTYpAa FY2022 Commission Approval Schedule
Wednesday, November 3, 2021 $1,950,500
Concept Approval
Holly Oaks
ORV Parking Lot - Phase II
Capital
200,000
Crane Z
Construction Approval
Independence Oaks
Crooked Lake Dock Replacements
Capital
200,000
Crane Z
Engineering Approval
Independence Oaks
Asphalt Road Improvements
Capital
1,550,500
Crane Z
Wednesday, December 1, 2021
$60,000
Construction Approval
Program
ARC Flash Compliance Program
Maintenance
60,000
Adams M
Wednesday, January 5, 2022
$666,000
Concept Approval
Glen Oaks
Electrical Improvements
Capital
140,000
Adams M
Independence Oaks
Hidden Springs Bathhouse
Capital
25,000
Crane Z
Improvement
Construction Approval
Holly Oaks
Multiple Parks
Multiple Parks
Wednesday, February 2, 2022
Construction Approval
Groveland Oaks
Groveland Oaks
Multiple Parks
Receive and File
Multiple Parks
Multiple Parks
Program
ORV Parking Lot - Phase II Capital
Building Equipment Capital,
Replacements Maintenance
Roof Replacements Capital
Cabin Deck Replacements
Capital
Firewood Shed Replacement
Capital
Golf Course Irrigation
Capital
Improvements
HVAC Replacements
Capital
Playground Replacements
Capital
Pavement Maintenance Program
Capital
Multiple Parks FY2023 Asset Management Plans Capital,
Project List Maintenance,
Natural
Resources
Wednesday, March 2, 2022
Concept Approval
Addison Oaks
Construction Approval
Independence Oaks
Red Oaks
Wednesday, April 6, 2022
Concept Approval
Program
Construction Approval
Office Conversion/Improvements Capital
Asphalt Road Improvements
Metal Roof Replacements
Facility Condition Assessment
FY2022 Commission Approval Schedule
200,000 Crane Z
176,000 Adams M
125,000 Adams M
$1,771,000
84,000 Crane Z
15,000 Gibbs C
720,000 Crane Z
562,000 Adams M
240,000 Crane Z
150,000 Crane Z
Donnellon M
$1,945,500
75,000 Adams M
Capital 1,550,500 Crane Z
Capital 320,000 Adams M
$150,000
Maintenance 50,000 Donnellon M
9/22/2021
34
Multiple Parks
Program
Program
Wednesday, May 4, 2022
Concept Approval
Independence Oaks
Construction Approval
Glen Oaks
Wednesday, July 6, 2022
Construction Approval
Addison Oaks
Wednesday, August 3, 2022
Construction Approval
Addison Oaks
Wednesday, September 7, 2022
Construction Approval
Independence Oaks
Wednesday, October 5, 2022
Construction Approval
Program
Invasive Species Management
Natural
Cook Maylen
Resources
Asset Removal Program
Maintenance
50,000
Crane Z
Sign Replacement Program
Maintenance
50,000
Hughes T
$165,000
Hidden Springs Bathhouse
Capital
25,000
Crane Z
Improvement
Electrical Improvements
Capital
140,000
Adams M
$45,000
Group Area Campsite Conversion
Capital
45,000
Crane Z
$75,000
Office Conversion/Improvements Capital 75,000 Adams M
$25,000
Hidden Springs Bathhouse Capital 25,000 Crane Z
Improvement
$50,000
Facility Condition Assessment Maintenance 50,000 Donnellon M
FY2022 Commission Approval Schedule
9/22/2021
35
Agenda Item No. 9
Oakland County Parks and Recreation Commission
FY2021 Maintenance Management Plan
BUDGET TO ACTUAL EXPENSE REPORT
As of September 20, 2021
Cost Title Adopted Adjusted Expended Budget -
Center Budget Budget Amount Balance
ADM
ADA Maintenance Program
$20,000
$0
$2,410
($2,410)
GRV
Accessible Concrete Campsite Pads
$2,410
ADM
Fenceline Repair Program
$20,000
$20,000
$0
$20,000
RWP
SAC
Emergency Exit Gates
Emergency Exit Gates
$10,000
$10,000
ADM
Roof Repair Program
$20,000
$20,000
$16,752
$3,248
LYC
ACC
Conference Center Roof Repair
Emergency Fire Pump Rebuild/Repair
$423
$18,000
$423
$16,329
ADM
Asset Removal Program
$30,000
$59,796
$46,366
$13,430
IND
WTR
WLG
Oakhill Residence
Greenhouse Demolition
lRental Home Demoltion
$30,000
$8,850
$20,946
$14,138
$10,050
1 $22,178
ADM
JPavement Maintenance Program
$90,000
$49,738
1 $46,673
1 $3,065
ADD Buhl Trail Asphalt Repairs $6,000 $8,775
SPG
Cart Barn Asphalt Repairs
$12,150
$10,980
GRV
Skate Park Resurfacing
$2,430
$3,120
GRV
Trail Asphalt Repairs
$14,020
$17,999
IND
River View/Hawks View Asphalt Repairs
$7,000
$0
WTR
Admin. Parking Lot Crack Sealing & Striping
$0
$5,800
ADM
Contingency
$8,138
$0
ADM
Signage Replacement Program
$15,000
$15,000
$2,225
$12,775
LYP
Lyon Oaks Park
$15,000
$2,225
ADM
Arc Flash Compliance Program Phase IV
$50,000
$40,300
$29,717
$10,583
SAC
Buildings & Grounds
$26,500
$23,776
SPG
Buildings & Grounds
$2,600
$2,581
SPR
Buildings & Grounds
$3,400
$3,360
WTR
BMX & Lookout Lodge
$7,800
FM
NR Forestry Program
$125,000
$125,000
$118,616
$6,384
FM
NR Freshwater Stewardship Program
$40,000
$40,000
$35,487
$4,513
FM
NR Natural Area Stewardship Program
$280,000
$350,000
$264,381
$85,619
FM
NR Wildlife Management Program
$2,750
$2,750
$2,750
FM
NR Aerial Deer Survey (2021)
$0
$6,480
$6,480
$0
FM
NR CISMA
$0
$58,241
$21,715
$36,526
ACC
Conference Center Stucco Repair
$10,000
$10,000
$10,000
ADD
Adam's Lake Lodge Deck - Structural Inspection
$2,500
$2,500
$3,200
($700)
ADD
Disc Golf Course Upgrade
$30,000
$30,000
$2,546
$27,454
GLC
Window and Door Replacement
$50,000
$50,000
$50,000
GRV
Cabin 5 - HVAC Replacement
$4,000
$4,000
$4,587
($587)
GRV
Matthews Island Bridge - Structural Inspection
$1,850
$1,850
$3,447
($1,597)
Paradise Island Long Span Bridge - Structural
GRV
Inspection/Repair
$2,350
$2,350
$3,557
($1,207)
IND
Maintenance Yard Screening and Landscaping
$20,000
$20,000
$20,000
IND
River Loop Bridge - Structural Inspection
$5,000
$5,000
$2,500
$2,500
ORN
Dog Wash Station - Concrete Expansion
$2,500
$2,500
$1,322
$1,178
RWP
Waterpark Bridge - Structural Inspection
$10,000
$10,000
$5,200
$4,800
SAC
Ellis Barn Painting
$110,000
$110,000
$111,283
($1,283)
SAC
Rotary Park Bridge - Structural Inspection
$1,250
$1,250
$1,400
($150)
WCM
Market Pavilion - Structural Inspection
$5,000
$5,000
$3,200
$1,800
WTR
Lookout Lodge Deck - Structural Inspection
$2,500
$2,500
$2,500
$0
WWP
Waterpark Bridge - Structural Inspection
$2,500
$2,500
$3,100
($600)
Totals
$952,200
$982,034
$716,949
$271,565
Note: Program amounts may be allocated to multiple project locations.
36
Agenda Item No. 10
CIP #
3128
Cost Center Description
Capital Improvement Program
Project Name
Springfield Oaks - Mill Pond Dam Removal &
Restoration (Engineering - $168,530)
Troy Property Acquistions
3478 FY2021- $45,000
Pending FY2017 - FY2021 Capital Project Summary
(Source; Budget to Actual Report Dated 9/20/2021)
Description of Project
Scope: Design, engineer and implement removal of
the Mill Pond Dam and restoration of the upstream
and downstream areas. Apply for identified grant
programs to off -set project costs. Project is in
collaboration with Springfield Township, pursuant to
existing inter -local agreement.
Need: Dam was re -constructed circa 1972, culvert
installed at that time is undersized for upstream flow,
requiring armoring of dam. Maintenance and
structural issues were identified in 2011, which led to
development of the interlocal agreement. Dam
cannot be repaired due to deformation of spillway
outlet pipe. Options were to replace or remove.
Township Board and OCPRC agreed on removal as
most appropriate action (and most likely to receive
grant funding).
As of May 2021, staff have received confirmation of
grant awards that total approximately 46% of our 50%
grant funding goal.
Project Status
Engineering Approval December 2019
Conceptual Approval - Sept 2020
Acqistion of approximately 80 acres of vacant land
previously owned by the Troy School District, known
as the Turtle Woods Property Commission Approved June 2021
Percent
Complete
20%
20%
9/28/2021
37
Cost Center Description
CIP # Capital Improvement Program
Project Name
Springfield Oaks Activity Center
Storm Water Improvements
2559 (FY2019 - $27,027)
(FY2020 - $100,000)
Groveland Oaks - Pedestrian Bridge Replacement
3071 (FY2020 - $15,000)
(FY2022 - $500,000)
Pending FY2017 - FY2021 Capital Project Summary
(Source; Budget to Actual Report Dated 9/20/2021)
Description of Project
Project Status
Commission Approved
Scope; Create a Stormwater Management Master Plan for
Design/Engineering - March 2019
the entire Springfield Oaks Property.
Need: A stormwater management master plan is needed for
Postponed
both the SAC and SPG portions of Springfield Oaks. Major
p1
needs in SAC include addressing high volume storm volumes
and scouring at the N end of the property, extending into
the drainage ditches along Andersonville Rd, planning for
future paving requests by the OC Fair Board, animal waste
-
pollution prevention BMPs in the CBs associated with the
a
barns. Issues on the golf course side involve storm system
planning for clubhouse renovations, preventative and
reactionary culvert replacements,
A
Engineering/Design for the replacement of the existing
150' steel arch frame pedestrian bridge
Pedestrian bridge was installed in 1979; last inspected
in 2013 and 2018. Regular inspections have identified
structural issues with the existing steel frame and
concrete abuments that need to be addressed in the
near future. Refer to structural engineering report.
Structural inspections not needed until 15 years after
replacement is completed.
Percent
Complete
15%
10%
An approved sponsorship for the regrading and
Holly Oaks - Mt. Magna Phase II
drainage improvement of the Mt.Magna entrance,
3526
FY2021 - $10,000
including the installation fo (3) simulated boulders into
Commission Approval Pending
0%
"The Cut" canyon approach to Mt. Magna.
An approved sponsorship for the grading and
installation of 5 air stations near the ORV park
3527
Holly Oaks Bestop Air Station
entrance and exit for the purpose of inflating vehicle
Commission Approved June 2021
80%
FY2021 - $45,000
tires, including all necessary engineering, equipment
and material purchases.
9/28/2021
38
Pending FY2017 - FY2021 Capital Project Summary
(Source; Budget to Actual Report Dated 9/20/2021)
Cost Center Description
CIP # Capital Improvement Program Description of Project Project Status Percent
Project Name Complete
As part of the annual ADA improvements, purchase of
Groveland Oaks - Playground Equip three (3) sensory playground equipment pieces to be
3528 FY2021- $8,000.00) installed within the existing Groveland Oaks Commission Approval March 2021 100%
Camrpground playground footprint.
Design/Engineering for constrution of a gravel parking' _ -
lot located along the Dixie Hwy road frontage,
conforming to municipal site plan requirements, storm
Holly Oaks ORV Park -Parking Lot Development
water management and vehicle/pedestran circulation.
� � .� _ � •;,
Design/Engineering
To provide a safe and secure parking area for guests
3172 (FY2020 MDNR Funded - $41,490)
(FY2021 MDNR Funded - $199,000 Phase 1) and visitors.
(FY2022) MDNR Funded - $200,000 Phase 11) $
Engineering & Phase I Complete
Phase II scheduled for Spring 2022
Engineering Approval -January 2020 I 0%
9/28/2021
39
Pending FY2017 - FY2021 Capital Project Summary
(Source; Budget to Actual Report Dated 9/20/2021)
Cost Center Description
CIP # Capital Improvement Program Description of Project
Project Name
CIP Project Names
Previously Reported Projects that are 100% complete and are in the process of closure.
2821 Catalpa Oaks - Storage & Electrical Pedestals
3412 Groveland Oaks Basketball Court Paving
3171 Holly Oaks Contact Station
2915 Independence Oaks Bailey House Mitigation
3168 Independence Oaks Network Upgrade
3302 Red Oaks Nature Center - Emergency HVAC Replacement
2958 Red Oaks Waterpark Childrens Water Structure Replacement (Splash Pad)
3070 Springfield Oaks Activity Center HVAC Replacement
3357 Springfield Oaks Activity Center Well Replacement
3227 Springfield Oaks Activity Center - Network Upgrade
3363 Sprinfield Oaks Golf Course - Park House Roof Replacement
Previously Reported Projects that are postponed.
Percent
Project Status
Complete
9/28/2021
40
Oakland Countv Parks and Recreation Commission Aqenda Item Memo
Agenda #: 11
Department: Planning & Resource Development
From: Melissa Prowse, Supervisor — Planning & Resource Development
Subject: Motion — Approval of Water Road (Rose Township) Property Donation
INTRODUCTION AND HISTORY
At the April 2021 Parks and Recreation Commission the Commission approved for staff to proceed with
the donation of the "Water Road Property" in Rose Township. The Water Road Property is 32 acres in
Rose Township, situated between Rose Oaks and Highland Oaks County Parks. The property is adjacent
to and looks out over the Michigan Nature Association's Big Valley Nature Sanctuary. The parcel is along
the railroad corridor that runs adjacent to both Rose Oaks and Highland Oaks County Parks. The property
has been well -managed and maintained — Natural Resource staff estimate approximately $10,000
annually to manage the property. The property also offers opportunities for future trail connectivity
between Rose Oaks and Highland Oaks and is of significant ecological value.
The Donation Agreement for the Water Road Property is attached for Commission review and approval.
The Jungs have also generously agreed to donate $15,000 as part of the Donation Agreement, which
will cover approximately 80% of the due diligence and closing costs that OCPR will incur in the acquisition
process (Phase I, ALTA Survey, Transfer Tax, etc.). The Phase I Environmental Assessment, ALTA
Survey and Wetland Delineation have been completed.
The property will be conveyed to OCPR with a Conservation Easement which will be held by the Michigan
Nature Association. The easement will be placed on the property before it is conveyed to OCPRC. The
Conservation Easement essentially provides a second layer of protection that the property will remain
and be maintained in its natural state and also open to the public in perpetuity. The Conservation
Easement is attached for Commission review. It has been reviewed and approved by corporation
counsel.
The donors will also be placing a deed restriction on the property prior to closing with Oakland County.
The deed restriction will restrict who OCPRC can convey the property to in the future (if the Commission
ever decided to sell/donate/lease, etc. the property). This deed restriction is proposed to read:
"Grantors are donating the premises to grantee for use as public open space including for recreation
and nature study subject to a Conservation Easement Agreement. Grantee and subsequent grantees
shall not sell, transfer, or otherwise convey any or all of the premises or any interest in the premises to
any person or entity except to the State of Michigan, another governmental unit in Michigan, or a land
conservancy or land trust which is a "qualified organization" for purposes of Internal Revenue Code
Section I70(h)(3) or any successor provision thereto."
Corporation Counsel has reviewed this language and legally there are no issues or concerns, but the
Commission should review and discuss this restriction prior to approving the donation agreement, as it
will run with the property.
Acquisition Budget
Due Diligence & Closing Cost Estimate
41
Title Insurance
$1,597
Title Search
$325
Transfer Tax
$2,838
Transaction Fee
$300
Recording Fee
$100
Property Tax Proration
$612
Phase I ESA
$2,200
Alta Survey
$7,500
Wetland Delineation
$3,200
Total Estimated OCPR Costs
$18,672
STAFF RECOMMENDATION
Staff recommends the Commission approve the Donation Agreement with Kurt W. Jung and Maura A.
Lobos Jung for the donation of the 33-acre "Water Road Property" (Parcel ID 06-27-377-001) and
$15,000 to assist Oakland County Parks and Recreation with due diligence and closing costs, and
recommend the approval of the Donation Agreement to the Oakland County Board of Commissioners.
ATTACHMENTS
Donation Agreement — Water Road Property
Conservation Easement — Water Road Property (to be held by Michigan Nature Association)
MOTION
Move to approve the Donation Agreement with Kurt W. Jung and Maura A. Lobos Jung for the
donation of the 33-acre "Water Road Property" (Parcel ID 06-27-377-001) and $15,000 to assist
Oakland County Parks and Recreation with due diligence and closing costs, and recommend
the approval of the Donation Agreement to the Oakland County Board of Commissioners.
42
DONATION AGREEMENT BETWEEN
THE COUNTY OF OAKLAND AND KURT W. JUNG AND MAURA A. LOBOS JUNG
(Water Road Property, Parcel No. 06-27-377-001)
This Donation Agreement ("Agreement") is made and entered into ,
2021 ("Effective Date") by and between Kurt W. Jung and Maura A. Lobos Jung, husband and
wife, PO Box 250 Davisburg, Michigan 48350 ("the Jungs") and the County of Oakland, by and
through its statutory agent, the Oakland County Parks and Recreation Commission, 2800 Watkins
Lake Road, Waterford, Michigan 48328 ("County"), for the donation of approximately 33 acres of
vacant land on Water Road, parcel identification number of 06-27-377-001, together with a further
donation of fifteen thousand dollars ($15,000.00) on the following terms and conditions:
1. DONATIONS AND AGREEMENT APPROVAL.
1.1. Donation of Real Property. Pursuant to the terms and conditions set forth herein,
the Jungs donate to the County and the County accepts the donation of
approximately 33 acres of vacant land, with a parcel identification number of 06-
27-377-001, specifically described in Exhibit A ("Premises") including all rights,
title, interests, and mineral rights or mineral royalty interests the Jungs have in the
Premises, subject to all easements and restrictions of record including a
Conservation Easement Agreement. Exhibit A is fully incorporated into this
Agreement. The County through its authorized representatives has fully reviewed
the Conservation Easement Agreement, accepts the donated Premises subject to the
limitations, conditions, and other terms of the Conservation Easement Agreement,
and supports protection of the Conservation Values set forth in the Conservation
Easement Agreement.
1.2. Monetary Donation. Pursuant to the terms and conditions set forth herein, the Jungs
donate fifteen thousand dollars ($15,000.00) to the County and the County accepts
the donation of the fifteen thousand dollars ($15,000.00) ("Monetary Donation").
The Monetary Donation shall be used to defray costs associated with acquisition
and maintenance of the Premises. The Monetary Donation shall be paid to the
County on the date of Closing.
1.3. Approval of Agreement. The Oakland County Board of Commissioners shall have
until November 30, 2021 to approve and execute this Agreement. If the Oakland
County Board of Commissioners does not approve and execute this Agreement by
November 30, 2021, then the Agreement shall be null and void.
2. TITLE CONVEYED.
2.1. Form of Convevance. At Closing, the Jungs shall convey marketable title to the
Premises to the County by Warranty Deed, subject to all easements and restrictions
of record including a Conservation Easement Agreement. The Warranty Deed shall
contain the following restriction: "The County shall not sell, transfer, or otherwise
hypothecate or encumber the Premises or any interest in the Premises except to the
State of Michigan, another governmental unit, or an entity that is a "qualified
organization" for purposes of Internal Revenue Code Section 170(h)(3) or any
43
successor provision thereto." The Premises shall include all tenements,
hereditaments, privileges and appurtenances belonging or in any way appertaining
to the Premises including the following: (1) all future land division rights, (2) all
right, title, and interest of the Jungs in any street, road, or avenue, open or proposed,
in front of or adjoining the Premises, or any part thereof, to the centerline thereof,
(3) all water, air, riparian, and mineral rights to the extent held by the Jungs, (4) the
use of appurtenant easements, whether or not of record, strips and rights of way
abutting, adjacent, contiguous or adjoining the Premises, and (5) all assignable
licenses, franchises, rights, and governmental or other permits, authorizations,
consents, and approvals, which are necessary to own the Premises, to the extent that
the same are legally assignable, subject to all easements and restrictions of record
including a Conservation Easement Agreement.
2.2. Personal Propertv. There is no personal property on the Premises and no personal
property is included with the donation of the Premises.
2.3. No Transfer of Interests After Execution. After the Jungs' execution of this
Agreement, the Jungs shall not lease, assign, or grant a security interest or other
lien that would encumber the Premises after closing, unless approved by the County
in writing.
3. TITLE INSURANCE.
3.1. The County shall obtain and pay for the commitment of title insurance covering the
Premises (the "Title Commitment"), the final policy of title insurance covering the
Premises (the "Title Policy"), related title search fees in connection with the Title
Commitment and Title Policy, and any endorsements to the Title Policy from ATA
National Title Group, LLC, 42651 Woodward Avenue, Bloomfield Hills, MI 48034
("Title Company"). The Title Commitment for an ALTA Owner's Policy of Title
Insurance shall be issued by the Title Company, without standard exceptions, and
shall bear a date later than the Effective Date, wherein the Title Company is to
insure the title to the Premises in the condition required herein.
3.2. At the time of Closing, the County shall order and have the Title Insurance issued
(in the name of the County) pursuant to the Commitment.
3.3. The Jungs agree to execute a standard form Owner's Affidavit at closing consistent
herewith to assist in the County's efforts to obtain coverage without standard
exceptions. In addition to the representations and warranties contained in said
Owner's Affidavit, the Jungs agree to execute an affidavit indicating the following:
(1) The Jungs are not on notice, whether actual or anticipated notice, of any pending
claims against the Jungs that would affect the transfer of the Premises and (2) there
are no court orders prohibiting the transfer of the Premises.
4. DUE DILIGENCE INVESTIGATIONS.
4.1. Inspection and Due Diligence Investiization/Examination. The County shall have
thirty (30) calendar days from the date this Agreement is executed to conduct the
following, at its sole expense: (1) an ALTA/ACSM boundary survey of the
44
Premises and (2) a Phase I Environmental Site Assessment ("Phase 1") performed
consistent with applicable ASTM standards. During this thirty (30) day period, the
County shall also have the right to conduct other inspections/tests/examinations of
the Premises that it deems needed, at its sole expense.
4.2. Delivery of Documents to Countv. Within seven (7) calendar days of execution of
this Agreement, the Jungs shall deliver to the County Parks and Recreation
Executive Officer copies of any documents in their possession concerning the
Premises, other than copies of documents which the Jungs received from the
County.
4.3. The County may terminate this Agreement at any time prior to the expiration of the
thirty (30) day period set forth in 4.1, in its sole discretion, by giving written notice
to the Jungs that it is not satisfied with the condition of the Premises.
5. CLOSING. AND CLOSING DOCUMENTS.
5.1. Closing Date. If this offer is accepted by the Oakland County Board of
Commissioners pursuant to Section 1.3, then the County shall complete the
transaction as soon as practicable, but in no event later than December 31, 2021
("Closing Date").
5.2. Location of Closing. The closing shall be held at the offices of the Title Company.
The Title Company will prepare the necessary documents for signatures.
5.3. Closing Documents. At least three (3) business days prior to closing, the County
shall provide to the Jungs and any designated representative of the Jungs copies of
all closing documents required for this transaction. The Jungs and the County will
sign and/or prepare any other documents reasonably necessary to complete the
donation and transfer of the Premises and to allow the Jungs, if so desired, to claim
tax deductions related to the Donation of Real Property and the Monetary Donation
completed pursuant to this Agreement.
5.4. Sianina of Deed and Affidavit. The Jungs shall sign and deliver at closing a
statutory form Warranty deed conveying fee simple absolute title to the Premises
inclusive of any mineral rights or royalties held by the Jungs with respect to the
Premises, subject to all easements and restrictions of record including a
Conservation Easement Agreement, in the condition required by this Agreement
including 2.1, together with a Non -Foreign Persons Affidavit.
5.5. Discharge of Encumbrances. All financial encumbrances upon the Premises shall
be paid and discharged by the Jungs prior to closing.
5.6. Recording Fees and Closing Costs. The County shall pay for the following: the
recording of the deed, any notary fees, any Title Company fees/costs, and any other
closing costs. The transfer of the Premises is exempt from property transfer taxes
pursuant to MCL 207.505(a) and MCL 207.526(a).
5.7. Affidavit of No Liens. At the closing, to the extent consistent herewith, the Jungs
will sign an Affidavit of No Liens on the Title Company's standard form, sufficient
to permit the Title Company to delete the standard Schedule B exceptions.
45
5.8. Certificate of Accuracv. At the closing, to the extent consistent herewith, the Jungs
will sign a Certificate of Accuracy regarding the representations made by the Jungs
in Section 9 herein.
5.9. Authorization to Sign Closing Documents. The County's Property Management
Specialist or its Director of Facilities Management shall have the authority to
execute all closing documents and other documents necessary to complete this
transaction and donation.
5.10. Probertv Taxes. Current property taxes on the Premises shall be prorated on the
due date basis of the taxing authority, based on a three -hundred sixty-five (365) day
year; the Jungs shall be responsible for property taxes on the Premises up to the
Closing Date, but not including the Closing Date; to the extent property taxes have
been paid in advance, same shall be promptly refunded by the County per MCL
211.2.
6. POSSESSION. The County shall have possession of the Premises on the date closing is
complete (subject to the anticipated Conservation Easement Agreement in favor of the
Michigan Nature Association).
7. RIGHT OF ENTRY AND ACCESS.
7.1. Right of Entrv. During this Agreement, the County and its employees and agents
shall have the right to enter and access the Premises at reasonable times for the
purpose of surveying, testing, performing environmental impact studies, site
planning, and other inspections or testing the County deems appropriate; no mineral
or oil -or -gas testing shall be performed. All inspections or testing shall be
coordinated with the Jungs.
7.2. Restoration of Premises. The County, at its own expense, within sixty (60) days
shall restore the Premises to substantially the same condition that existed on the
date this Agreement was executed to the extent such restoration is necessary due to
the County's actions.
8. RISK OF LOSS. No risk of loss shall pass to the County prior to closing. Except as
otherwise provided in this Agreement, the County acknowledges that the Jungs have made
no representations or warranties with respect to the Premises.
9. WARRANTIES BY THE JUNGS. The Jungs warrant to the County and certify the
following by execution of this Agreement:
9.1. Authority to Perform Agreement. The Jungs have full authority to enter into and
perform this Agreement in accordance with its conditions and terms without
breaching or defaulting on any obligation or commitment that the Jungs have to any
third parties; the Jungs will provide the County with any necessary waivers,
consents, or other documents that verify the Jungs have the requisite authority;
9.2. Fee Simple Owner. The Jungs are the fee simple owners of the Premises and will
discharge, prior to closing, all liens or other encumbrances on the Premises, except
46
for all easements and restrictions of record including a Conservation Easement
Agreement;
9.3. Correct Leaal Description. To the Jungs' knowledge the legal description set forth
in Exhibit A is an accurate description of the Premises and does not include any
adjacent or contiguous land owned by the Jungs or any third party;
9.4. No Other Interests. To the Jungs' knowledge there are no leases, rights of first
refusal, contracts, or other agreements of any kind with respect to the Premises
which would impair the County's right to receive fee title absolute, except as set
forth herein;
9.5. No Claims or Lawsuits. To the Jungs' knowledge, there are no lawsuits, actions,
or proceedings pending or threatened by any party, including governmental
authorities or agencies, against or involving the Premises which would affect the
Jungs' ability to convey the Premises to the County;
9.6. Other Interests. The Jungs have no notice or knowledge of any of the following:
9.6.1. any planned or commenced public improvements that might result in
special assessments or otherwise directly and materially affect the
Premises;
9.6.2. any government agency or court order requiring corrections of any
existing condition on the Premises; or
9.6.3. any request by an insurer or a mortgagee of the Premises requiring
correction of any existing condition on the Premises; and
9.7. No Disposal of Hazardous Materials. The Jungs have not used the Premises for the
purpose of disposing, refining, generating, manufacturing, producing, storing,
handling, treating, transferring, processing, or transporting Hazardous Materials.
As used in this Agreement, the term "Hazardous Materials" means any hazardous
or toxic substances, wastes or materials, or flammable explosives, including,
without limitation, those described in the Comprehensive Environmental Response,
Compensation and Liability Act of 1980, as amended, the Hazardous Materials
Transportation Act, as amended, the Resource Conservation and Recovery Act,
Parts 20, 211 and 213 of the Natural Resources Environmental Protection Act, and
all rules, regulations and policies promulgated thereto.
10. WARRANTIES BY THE COUNTY. The County warrants to the Jungs and certifies the
following by execution of this Agreement:
10.1 Existence. The County is a Michigan Constitutional and Municipal Corporation;
and
10.2 Authority. The County has full authority to enter into and perform this Agreement
in accordance with its conditions and terms.
11. SURVIVAL OF WARRANTIES. The warranties of the Parties contained in this
Agreement shall survive for two (2) years after closing.
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12. LIABILITY. The Jungs shall be liable for and defend any and all alleged losses, claims,
suits, causes of action, litigation, or other demands for damages of any kind, pertaining to
the Premises (including attorney fees) prior to closing, except those losses, claims, suits,
causes of action, litigation, or other demands for damages arising solely out of the acts of
the County or the County's agent(s) while performing any surveys or due diligence or other
inspections or testing of the Premises prior to the closing. The Jungs shall be responsible
for paying any and all judgments, damages awarded, costs and expenses (including
attorney fees and court costs) and any other liabilities that result from any such alleged
losses, claims, suits, causes of action, litigation, or other demands for damages of any kind
pertaining to the Premises prior to the closing, except as noted above in this Section.
13. NOTICE.
13.1. Any notice, request, demand, consent, approval, or other communication given
hereunder shall be in writing and shall be sent by registered or certified mail, return
receipt requested, addressed to the other Party at its address as set forth below:
The Jungs: Kurt W. Jung and Maura A. Lobos Jung
PO Box 250
Davisburg, Michigan 48350
and
Stephen M. Kelley
Stephen M. Kelley, P.C.
31 Harbor Hill Road
Grosse Pointe Farms, Michigan 48236
and
Executive Director
Michigan Nature Association
2310 Science Parkway Suite 100
Okemos, MI 48864
The County: Oakland County Parks and Recreation
2800 Watkins Lake Road
Waterford, Michigan 48328
and
Property Management Specialist
County of Oakland Department of Facilities Management
One Public Works Dr.
Waterford, Michigan 48328
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13.2. Any Party may change its address(es) for notice by providing notice as required by
this Section. Any notice by either Party shall be sufficient if signed on behalf of
said Party by any elected or appointed official thereof or attorney therefore.
14. TIME OF THE ESSENCE. Time is of the essence for this Agreement.
15. COMPLIANCE WITH LAWS. The Parties shall comply with all federal, state, and local
laws, statutes, ordinances, and regulations applicable to the Premises or their activities
under this Agreement.
16. NO IMPLIED WAIVER. Absent a written waiver, no act, failure to act, or delay to act by
a Party to pursue or enforce any right or remedy under this Agreement shall constitute a
waiver of those rights regarding any existing or subsequent breach of this Agreement. No
waiver of any term, condition, or provision of this Agreement, whether by conduct or
otherwise, in one or more instances, shall be deemed or construed as a continuing waiver
of any term, condition, or provision of this Agreement. No waiver by either Party shall
subsequently affect its right to require strict performance of this Agreement.
17. SEVERABILITY. If a court of competent jurisdiction finds a term, condition, or provision
of this Agreement to be illegal or invalid, then the term, condition, or provision shall be
deemed severed from this Agreement. All other terms, conditions, and provisions of this
Agreement shall remain in full force and effect.
18. CAPTIONS. The section and subsection numbers, captions, and any index to such sections
and subsections contained in this Agreement are intended for the convenience of the reader
and are not intended to have any substantive meaning and shall not be interpreted to limit
or modify any substantive provisions of this Agreement. Any use of the singular or plural
number, any reference to the male, female, or neuter genders, and any possessive or
nonpossessive use in this Agreement shall be deemed the appropriate plurality, gender or
possession as the context requires.
19. AGREEMENT MODIFICATIONS OR AMENDMENTS. Any modifications,
amendments, rescissions, waivers, or releases to this Agreement must be in writing and
signed by all Parties. In the event of the death or disability of either of the Jungs, a written
modification, amendment, waiver, or release of this Agreement may be executed by the
remaining Jung.
20. GOVERNING LAWS/CONSENT TO JURISDICTION AND VENUE. This Agreement
shall be governed, interpreted, and enforced by the laws of the State of Michigan. Except
as otherwise required by law or court rule, any action brought to enforce, interpret, or
decide any claim arising under or related to this Agreement shall be brought in the Sixth
Judicial Circuit Court of the State of Michigan, the 50th District Court of the State of
Michigan, or the United States District Court for the Eastern District of Michigan, Southern
Division, as dictated by the applicable jurisdiction of the court. Except as otherwise
required by law or court rule, venue is proper in the courts set forth above. The choice of
forum set forth above shall not be deemed to preclude the enforcement of any judgment
49
obtained in such forum or taking action under this Agreement to enforce such judgment in
any appropriate jurisdiction.
21. ENTIRE AGREEMENT. This document represents the entire agreement and
understanding between the Parties. This Agreement supersedes all other prior oral or
written understandings, communications, agreements, or contracts between the Parties.
The language of this Agreement shall be construed as a whole according to its fair meaning
and not construed strictly for or against any Party.
s0
IN WITNESS WHEREOF, the Parties have executed this Agreement as of the dates indicated
below.
County of Oakland a Michigan Municipal
and Constitutional Corporation
By: David T. Woodward, Chairperson
Oakland County Board of Commissioners
The Agreement was acknowledged before me in Oakland County, Michigan on this day
of , 2021 by David T. Woodward.
, Notary Public
Oakland County, Michigan
Acting in Oakland County, Michigan.
My Commission expires:
The Jungs
Kurt W. Jung
Maura A. Lobos Jung
The Agreement was acknowledged before me in Oakland County, Michigan on this day
of , 2021 by Kurt W. Jung and Maura A. Lobos Jung.
, Notary Public
Oakland County, Michigan
Acting in Oakland County, Michigan.
My Commission expires:
51
EXHIBIT A
LEGAL DESCRIPTION OF PREMISES
Real property situated in Rose Township, Oakland County, Michigan,
approximately 33 acres, described as follows:
That part of the Southwest'/4 of Section 27, Town 4 North, Range 7 East,
Rose Township, Lying Easterly of the existing railroad Right of Way.
More particularly described as: Beginning at the South'/4 corner Section
27, Town 4 North, Range 7 East, Rose Township; thence South 86
degrees, 27 minutes, 57 seconds West along the South line of Section 27,
681.24 feet to the East Right -of -Way line of C&O Railroad, being a point
on a curve; thence along the arc of a curve to the right 845.96 feet along
the railroad Right -of -Way to a point of tangent, said curve having a
radius of 2814.79 central angle 17 degrees 13 minutes 11 seconds and
Chord bearing and distance North 00 degrees 12 minutes 53 seconds
West 842.78 feet; thence continuing along said Right -of -Way North 08
degrees 23 minutes 42 seconds East 895.29 feet; thence South 81 degrees
36 minutes 18 seconds East 50.00 feet; thence North 08 degrees 23
minutes 42 seconds East 934.00 feet to the East-West'/4 line Section 27;
thence North 86 degrees 34 minutes 22 seconds East along East-West'/4
line 293.30 feet to center of Section 27; thence South 01 degrees 36
minutes 46 seconds East along North-South'/4 line 2621.75 feet to the
point of beginning. Subject to easements, restrictions, and Rights -of -Way
of record.
Commonly known as: V/L Water Road
Tax Number: 06-27-377-001
52
CONSERVATION EASEMENT AGREEMENT
Section 27, Rose Township, Oakland County, Michigan
Grantors (as defined below) on their own behalf and intending to bind all future owners, tenants, and
users of the Property (as defined below), convey, warrant, and donate to Conservancy (as defined
below) a perpetual Conservation Easement over the Property pursuant to this Conservation Easement
Agreement ("Agreement", "Conservation Easement", or "Easement") as of the Effective Date set forth
below:
Gift Exempt from Transfer Taxes
This conveyance is a gift from Grantors to Conservancy and the consideration is less than $100.00;
accordingly, this conveyance is exempt from county and state transfer taxes pursuant to MCL
§§207.505(a) and 207.526(a).
GRANTORS AND CONSERVANCY AGREE AND ENTER INTO THIS AGREEMENT AS
FOLLOWS:
Recitals
A. Grantors own the Property in fee simple, including upon information and belief all mineral
interests, and seek to protect the Property's existing natural features and conservation values in
perpetuity;
B. Since 1952 Conservancy has worked to protect native animals, plants, and habitats across
Michigan;
C. Conservancy is recognized by the United States Internal Revenue Service as a Section 501(c)(3)
corporation qualified to receive qualified conservation contributions under Section 170(h);
D. Grantors seek to give a perpetual Conservation Easement to the Conservancy with respect to the
Property, binding not only Grantors but their trustee(s), beneficiary(ies), heirs, grantees, successors,
and assigns, including, without limitation, all future owners, tenants, and users of the Property;
E. Grantors and Conservancy seek to protect the Conservation Values (as described below) of the
Property in perpetuity pursuant to this Easement;
F. Conservancy has evaluated Grantors' proposed conveyance and this Agreement; has determined
that the Property possesses natural features worthy of protection, including as detailed below; and
has determined that acceptance of the proposed conveyance and entry into this Agreement is
consistent with Conservancy's mission and important to the long-term conservation of
Conservancy's existing Big Valley Nature Sanctuary;
G. Protection of the Conservation Values of the Property as described below is in the public interest;
and
H. Grantors and Conservancy intend that this gift be a qualified conservation contribution under IRC
Regulations Section 1.170A-14, 26 C.F.R. 1.170A-14.
53
Definitions
The following definitions apply to this Agreement:
Effective Date: The date the last of Grantors and Conservancy have executed this Agreement.
Grantors: Kurt W. Jung and Maura A. Lobos Jung, husband and wife, P.O. Box 250,
Davisburg, MI 48350.
Owners: Grantors and all subsequent owners of any interest in the Property except
Conservancy.
Conservancy: Michigan Nature Association, a Michigan nonprofit corporation with its
principal office at 2310 Science Parkway, Suite 100
Okemos, MI 48864, on its own behalf and on behalf of each of its successors.
Parties: Grantors and Conservancy.
Property: Real property situated in Rose Township, Oakland County, Michigan,
approximately 33 acres, described as follows:
That part of the Southwest'/4 of Section 27, Town 4 North, Range 7 East,
Rose Township, Lying Easterly of the existing railroad Right of Way.
More particularly described as: Beginning at the South'/4 corner Section
27, Town 4 North, Range 7 East, Rose Township; thence South 86
degrees, 27 minutes, 57 seconds West along the South line of Section 27,
681.24 feet to the East Right -of -Way line of C&O Railroad, being a point
on a curve; thence along the arc of a curve to the right 845.96 feet along
the railroad Right -of -Way to a point of tangent, said curve having a
radius of 2814.79 central angle 17 degrees 13 minutes 11 seconds and
Chord bearing and distance North 00 degrees 12 minutes 53 seconds
West 842.78 feet; thence continuing along said Right -of -Way North 08
degrees 23 minutes 42 seconds East 895.29 feet; thence South 81 degrees
36 minutes 18 seconds East 50.00 feet; thence North 08 degrees 23
minutes 42 seconds East 934.00 feet to the East-West'/4 line Section 27;
thence North 86 degrees 34 minutes 22 seconds East along East-West '/4
line 293.30 feet to center of Section 27; thence South 01 degrees 36
minutes 46 seconds East along North-South'/4 line 2621.75 feet to the
point of beginning. Subject to easements, restrictions and Rights -of -Way
of record.
Commonly known as: V/L Water Road
Tax Number: 06-27-377-001
BVNS: Conservancy's existing Big Valley Nature Sanctuary, including any additions to
and/or renaming of same hereafter.
54
MCL: Michigan Compiled Laws.
USC: United States Code.
1. PURPOSES OF THIS CONSERVATION EASEMENT AND COMMITMENTS OF THE
GRANTORS/OWNERS AND CONSERVANCY.
The purposes of this Conservation Easement are to create, convey, warrant, and donate a perpetual
conservation restriction as follows:
A. This Conservation Easement assures that the Property will be perpetually preserved in
its predominately natural, scenic, forested, and open space condition to protect the
Property's natural resource and watershed values; to maintain and enhance biodiversity;
to retain quality habitat for native plants and animals; to maintain and enhance natural
features of the Property; and to allow for education of the general public and passive
non -motorized recreation (e.g. hiking, birdwatching, and nature study and photography)
which shall not impair any of the Conservation Values set forth herein. Any use of the
Property which is not within the retained rights of Owners and which may impair or
interfere with the Conservation Values is expressly prohibited.
B. Grantors represent they own the Property in fee simple and are committed to preserving
the Conservation Values of the Property. Grantors on their own behalf and on behalf of
all Owners agree to confine use of the Property to activities consistent with the purposes
of this Conservation Easement and preservation of the Property's Conservation Values.
C. Conservancy protects natural habitats of fish, wildlife, plants, and the ecosystems that
support them. Conservancy also preserves open spaces, including farms and forests,
where such preservation is for the scenic enjoyment of the general public or pursuant to
clearly delineated governmental conservation policies and where it will yield a public
benefit. Conservancy represents it is a qualified recipient of this Conservation
Easement, is committed to preserving the Conservation Values of the Property, is
committed to upholding the terms of this Conservation Easement and has the resources
to enforce the restrictions in and other terms of this Agreement.
2. CONSERVATION VALUES. The Property possesses natural, scenic, historic, open space,
scientific, biological, and ecological values of importance to the Owners, Conservancy, and the
public. These values are referred to as "Conservation Values" in this Conservation Easement.
The Property's Conservation Values include the following, which at a minimum collectively
demonstrate significant public benefit:
A. Watershed Protection. The Property is important natural land within the Upper
Shiawassee River watershed and part of the Buckhorn Creek complex. Maintaining the
Property in its current substantially natural and open space condition protects the quality
and quantity of water resources within the watershed. The Property is a water
infiltration site that feeds the upper reaches of Buckhorn Creek and the prairie fen
complex within the hydrologically connected Big Valley Nature Sanctuary (`BVNS")
owned and managed by Conservancy. The Buckhorn Creek provides important stream
55
habitat for populations of native fish and mussels, such as Michigan Special Concern
species including the rainbow mussel (Villosa iris) and the round pigtoe mussel
(Pleurobema sintoxia) which have been found in the BVNS.
B. Wildlife Values. The Property provides groundwater source protection and acts as
habitat buffer adjacent to designated critical habitat for the Poweshiek skipperling
(Oarisma poweshiek) that lives in BVNS (Poweshiek Skipperling Critical Habitat,
Michigan Unit 4, Oakland County). The Poweshiek skipperling is listed as a federally
endangered species and is protected by the U.S. Endangered Species Act.
The Property is noteworthy for its value to rare wildlife species within the Buckhorn
Creek complex. The Property provides habitat buffer for the occupied habitat of several
rare Michigan species including specifically but not exclusively the Eastern Massasauga
rattlesnake (Sistrurus catenatus), Blanding's turtle (Emydoidea blandingii), blazing star
borer moth (Papaipema beeriana), tamarack tree cricket (Oecanthus laricis), red -legged
spittlebug (Prosapia ignipectus), monarch butterfly (Danaus plexippus), and marsh wren
(Cistothorus palustris).
The Property is home to many common game species of wildlife, including specifically
but not exclusively wild turkey (Meleagris gallopavo), American woodcock (Scolopax
minor), mourning dove (Zenaida macroura), and white-tailed deer (Odocoileus
virginianus). Additional small -game species also use the Property for refuge and
recruitment. Additionally, non -game species including birds such as sparrows, warblers,
vireos, raptors, thrushes, and reptiles (including turtles and snakes such as the blue racer
snake Coluber constrictor foxii) and amphibians (including frogs) use the Property.
C. Habitat and Ecological Values. The Property contains and/or provides for all of the
following: (a) Valuable Wetlands as described in Wetland Protection, Part 303 of the
Michigan Natural Resources and Environmental Act, MCL 324.30301 et seq., which
provide for flood water storage and water infiltration and provide habitat for wetland -
oriented species; (b) significant natural habitat in which fish, wildlife, plants, and the
ecosystems which support them thrive in a natural or restorable state; (c) critical natural
communities to the Buckhorn Creek complex such as oak barrens and dry-mesic
southern forest; (d) buffer habitat for several species of rare plants associated with the
prairie fens and adjacent oak uplands within the Buckhorn Creek complex, including
small white lady's-slipper (Cypripedium candidum), mat muhly (Muhlenbergia
richardsonis), and goldenseal (Hydrastis canadensis); and (e) protection of the prairie
fen and adjoining oak uplands within the Buckhorn Creek complex.
D. Open Space and Scenic Values. The biological integrity of land within Rose
Township and in the vicinity of the Property has been modified by development and
fragmentation and this trend is expected to continue. The proximity of the BVNS with
the Property creates a notable environmental asset within this landscape. There is a
reasonable likelihood that Conservancy or another qualified conservation organization
may acquire other valuable property rights on nearby or contiguous properties in order
to expand the Conservation Values protected by this Conservation Easement.
56
The Property contains a natural character which would be impaired by modification of
the Property. Additionally, the Property contains an accessible and uniquely scenic view
of the Buckhorn Creek valley and BVNS. This view may be accessed from the Property
and would be adversely affected by modification of the natural habitat. The Property
also provides relief from the urban proximity that exists throughout much of Oakland
County, Michigan.
E. Proximity to Protected Lands. The Property lies in close proximity to the following
protected lands which similarly conserve the existing natural habitat: (a) the BVNS,
Conservancy's 167-acre nature sanctuary which is in close proximity to the Property on
the west (separated by a railroad right-of-way); and (b) a 23-acre property contiguous
with BVNS to the northwest protected by the North Oakland Headwaters Land
Conservancy. These two properties combined with the Property compose 211 acres of
functionally contiguous, conserved property. This area constitutes a sizeable and unique
area within heavily -developed Oakland County, Michigan.
Other nearby open habitats include Oakland County Parks' 300-acre Highland Oaks
County Park one-half mile south of the Property and 640-acre Rose Oaks County Park
two miles northwest of the Property. Rose Township's 116-acre Dearborn Park is two
miles north of the Property. Grantors and other partners share a conceptual vision of a
trail and habitat extension project that would become a formal green infrastructure
connector for these two County Parks or to other green infrastructure hubs, passing by
the Property via the existing Water Road right-of-way. Completion of this conceptual
trail project would increase the public benefit of the Property and the Conservation
Easement.
F. Educational Values. The Property provides opportunities for research and
environmental education that are enhanced by this Conservation Easement.
Conservation of the Property will also enhance the environmental education and nature
study opportunities at BUNS. Grantors believe the Property could be included in a trail
project that would enhance public access and public use, creating further opportunities
for environmental education.
G. Carbon Sequestration. The Property contains intact natural communities which are
composed of multiple strata of vegetation. These strata include a canopy, sub -canopy,
and herbaceous layers composed of trees, shrubs, wildflowers, grasses, and fungi. This
vegetation acts as a carbon sink that stores atmospheric carbon within the root systems
of plants, helping to mitigate climate change and improving air quality.
H. Historic Value. The Buckhorn Lake complex has numerous connections to the history
and cultural heritage of Rose Township and Oakland County and the Property provides
an excellent opportunity to assist with communication of this history, including:
Just prior to the Civil War, farmer Charles Pratt lived on the west side of Buckhorn Lake
and took in a boarder named Sarah Emma Edmonds. She later dressed as a man in order
to serve in the Civil War and there have been a number of books written about her as
well as her own memoirs which she kept during the war.
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Buckhom Lake was part of a booming ice industry from at least the mid- 1800s into the
early 1900s with the foundations of the ice houses remaining along the eastern shore of
Buckhorn Lake.
Near the old ice houses, a home was built in the 1920s by one of the icehouse managers
which was later sold to Dr. Daisy Northcross in the late 1930s and later turned into the
"Medicine Acres" resort. Medicine Acres was listed in the 1956 Green Book as a safe
place for African Americans to vacation prior to the era of civil rights.
I. Public Policy. The State of Michigan has recognized the importance of protecting our
natural resources as delineated in the 1963 Michigan Constitution, Article IV, Section
52, "The conservation and development of the natural resources of the state are hereby
declared to be of paramount public concern in the interest of the health, safety, and
general welfare of the people. The legislature shall provide for the protection of the air,
water, and other natural resources of the state from pollution, impairment, and
destruction."
The Property is preserved pursuant to clearly delineated federal, state, and local
conservation policies and preservation yields significant public benefit. In addition to
the above Constitutional statement, the following legislation, regulations, and policy
statements establish public policy relevant to the Property and this Conservation
Easement, without limitation:
• Conservation and Historic Preservation Easement, Subpart 11 of Part 21 of the
Michigan Natural Resources and Environmental Protection Act, MCL § §
324.2140 et seq.;
• Biological Diversity Conservation, Part 355 of the Michigan Natural Resources
and Environmental Protection Act, MCL § § 324.35501 et seq. (Legislative
Findings in § 324.35502);
• The federal Water Pollution Control Act of 1972, 33 USC §§ 1251-1387 (§1251
Goals & Policy; § 1344 Wetlands permitting, aka "Section 404" of the Clean
Water Act);
• Inland Lakes and Streams, Part 301 of the Michigan Natural Resources and
Environmental Protection Act, MCL § § 324.30101 et seq.;
• Farmland and Open Space Preservation, Part 361 of the Michigan Natural
Resources and Environmental Protection Act, MCL §§ 324.36101 et seq.; and
• Soil Conservation, Erosion, and Sedimentation Control, Parts 91 & 93 of the
Michigan Natural Resources and Environmental Protection Act, MCL § §
324.9101 et seq; 324.9301 et seq. (Legislative Policy in MCL § 324.9302).
Moreover, the 2017 Michigan Natural Features Inventory Update to the Oakland County
Potential Natural Areas Assessment ranked the Buckhom Lake Complex adjacent to the
railroad tracks separating the Property from BVNS as having among the highest
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ecological values (Priority One, Total Score 21.00 (highest in County was 22), 12
element occurrences) of all 114 sites surveyed in Oakland County (Paskus, John J., and
Enander, Helen D., Oakland County Potential Natural Areas Assessment: 2017 Update,
Michigan Natural Features Inventory, Michigan State University Extension,
httr)s://www.oakaov.com/it/ais/Documents/metadata/Oakland 2017 PNA Final Report
httr)s://www.oakaov.com/advantaszeoakland/resources/Documents/es Oakland2017 PN
A FinalReport.pddf ).
Furthermore, the 2018 Rose Township Master Plan and Parks and Recreation Master
Plans also recognize this area as appropriate for rural preservation
(htti)://rosetownshiD.com/documents/master`/`20i)lan.t)df).
3. BASELINE DOCUMENTATION. The Conservation Values and other specific aspects of the
Property have been documented in a "Baseline Documentation Report", prepared by
Conservancy and signed and acknowledged by Grantors and a representative of Conservancy,
establishing the condition of the Property at the time of this conveyance. The Baseline
Documentation Report is attached hereto as Exhibit 1 and incorporated by reference. Grantors
and Conservancy agree that the Baseline Documentation Report is an accurate representation of
the Property at the time of this conveyance. Conservancy may use the Baseline Documentation
Report to enforce the Conservation Easement but is not limited to the Baseline Documentation
Report to show a change in conditions. Any characterization of this Conservation Easement
contained in the Baseline Documentation Report shall not be interpreted so as to alter, amend,
limit, or otherwise modify this Conservation Easement. In the event of any conflict or
inconsistency between the terms of the Conservation Easement and the Baseline Documentation
Report, the terms of the Conservation Easement control and shall prevail.
4. PROHIBITED ACTIONS. This Section 4 states the Parties' agreements with respect to
actions prohibited under this Conservation Easement. Section 5, Rights of Owners, below,
identifies agreed exceptions to Section 4, Prohibited Actions. Section 6 below identifies further
Rights of Conservancy.
Except as provided for herein (including, without limitation, Section 5 of this Agreement), any
activity on, over, or under, or use of, the Property that impairs or interferes or is inconsistent
with the Conservation Values or purposes of this Conservation Easement is expressly
prohibited. By way of example, but not by way of limitation, the following activities and uses
are explicitly prohibited on the Property:
A. Residential Use and Subdivision. There shall be no residential development of the
Property. The Property consists of one parcel. The legal or de facto subdivision of the
Property, including any land subdivision, platting, binding site plan, testamentary
division, creation of a site condominium or other submission of the Property to a
condominium form of ownership, sale or other transfer of mineral rights, or other
process by which the Property is divided such that title to different portions of Property
are held by different owners, is prohibited. Owners also shall not indirectly subdivide
all or any part of the Property through the allocation of property rights among partners,
shareholders, or members of an entity, the creation of a horizontal property regime,
leasing, portioning among tenants in common, or any other means.
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B. Industrial, Commercial, Agriculture, and Aquaculture Activities. There shall be no
industrial, commercial, agricultural, or aquacultural activity undertaken or allowed on
the Property except as expressly permitted herein. No right of passage, easement, right-
of-way, or access shall be granted or retained across or upon the Property if that right of
passage, easement, right-of-way, or access is used in conjunction with such prohibited
activities. Rights -of -way and easements which existed prior to this Conservation
Easement are permitted to the extent that such rights -of -way and easements are
contained in written agreements which were properly recorded with the Oakland County
Register of Deeds prior to the Effective Date.
C. Structures. There shall be no construction or placing of any human -made modification,
structure or improvement on or under the Property, including, without limitation, any
house, multi -family, apartment, condominium, duplex or triplex or other housing or
units, garage, barn or other building, tennis or other recreational court, landing strip,
mobile home, swimming pool, asphalt, concrete or other pavement or artificial surface,
billboard or advertising display, antenna, utility, cellphone, or other pole or tower, solar
panel, conduit, line, fence, vault toilet, gazebo, pavilion, wind turbine, dock, pier,
anchored raft, cell, transmitting, or receiving tower, street lamp or light, sodium vapor
light or equivalent or any other temporary or permanent structure or facility on the
Property, except as expressly authorized herein or by a pre-existing recorded agreement
or easement.
D. Cutting Vegetation. There shall be no alteration, removal, pruning, trimming, cutting
down, mowing, using herbicides on or other destruction or removal of trees or other
vegetation, whether living or dead, in whole or in part, except as expressly provided for
herein.
E. Alteration of Land. The substantial grading or alteration of the surface of the land,
including the excavation, removal, scraping, quarrying, relocation, mounding, or storage
of soil, topsoil, sand, gravel, rock, stone, aggregate, marl, clays, earth, peat, or sod, is
prohibited. There shall be no ditching, draining, diking, filling, excavating, or any
change in the topography of the land, or expansion, filling, or deepening of the pond in
any manner except in conjunction with activities otherwise specifically authorized
herein.
F. Mineral Exploration, Mining, Drilling, and Pumping. There shall be no extraction or
removal of minerals by any surface mining method. Testing, exploring for, developing,
blasting, excavating, extracting, removing, crushing, grinding, separation, drilling for,
storing, saving, transporting, treating, processing, marketing, or otherwise utilizing,
moving, or relocating by any means ("Mine" and "Mining") of oil, gas, hydrocarbon gas
liquids, condensate, hydrocarbons, coal, lignite, limestone, granite, marble, gypsum,
salt, geothermal resources, fossils, metals, ores, soil, topsoil, sand, gravel, rock, stone,
aggregate, marl, clays, earth, peat, and other minerals ("Mineral Resources") on or
below the surface of the Property is prohibited. The terms "Mine" and "Mining" shall,
furthermore, include the treatment, processing, storage, transport, disposal, stockpiling,
and other handling of overburden, waste rock, ore, effluent, tailings, and other waste or
byproducts created or produced during the Mining of Mineral Resources. There shall be
60
no construction or placing of any human -made modification, structure or improvement
on the Property for any mining -related purpose except as expressly authorized herein.
However, in the event Owners are under imminent threat of being compulsory pooled or
"force pooled" as allowed under Michigan Law for mineral, gas and/or oil extraction,
Owners shall be allowed to lease such subsurface minerals, provided any such lease
shall not allow for any surface disturbance, subsidence, or erosion, the placement of any
structure on the surface, the excavation of the surface for placement of flow or
transmission lines or pipes below the surface, or any change in or impairment of surface
or subsurface hydrology or groundwater. Underground mining and the use of "slant"
drilling or "horizontal" drilling technologies from a minimum of 1000 feet off of the
Property under the Property that do not involve any surface activity or result in any
surface disturbance, subsidence, or erosion on the Property or within 500 feet of the
Property, the placement of any structure on the surface, the excavation of the surface for
placement of flow or transmission lines or pipes below the surface, or any change in or
impairment of surface or subsurface hydrology or groundwater, on or under the
Property, other than fracking/hydrofracking/hydraulic fracturing, are allowed under this
limited circumstance only.
G. Waste and Debris. Processing, retention, storage, transporting, dumping, disposal, or
injection of any, liquid, solid, gaseous, natural or man-made waste, refuse, or debris on
or into the Property is prohibited.
H. Water Courses, Groundwater. Natural water courses, lakes, wetlands, groundwater,
and other bodies of water may not be altered, impounded, modified, filled, or covered,
and water from such bodies of water, whether from surface or groundwater sources, may
not be diverted or taken from or added to such bodies of water or sources, pumped or
otherwise artificially removed or transported from the Property, or degraded or polluted.
The Parties acknowledge an existing adjacent railroad culvert allows water to move
between BVNS and the Property.
I. Vehicle Use. Except in emergency situations, when performing operations in
accordance with a Conservancy -approved Management Plan, or as otherwise expressly
provided herein, there shall be no use or operation of vehicles on the Property, whether
cars, trucks, sport utility vehicles (SUVs), jeeps, motorcycles, motor scooters, dirt bikes,
all -terrain vehicles (ATVs), off -road vehicles (ORVs), dune buggies, tractors or other
farm or agriculture equipment, mobile equipment, drill rigs, snowmobiles, or other types
of motorized vehicles on the Property. Notwithstanding the foregoing, vehicles whose
use results in minimal impact to the Property and do not impair the Conservation Values
such as cars, trucks, ATVs, ORVs, farm vehicles, and other vehicles may be operated as
a part of proper stewardship, restoration, or maintenance of the Property consistent with
an approved Management Plan, on -going authorized use of part of the Property as a
working hayfield, or parked in a limited, mutually -approved, designated parking area on
or along the Property.
J. Fires and Fireworks. Fires are prohibited except as expressly provided herein. The
use of fireworks on or over the Property is prohibited.
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K. Livestock. Raising or housing of livestock, poultry, or horses, commercial kenneling of
animals, and commercial aquaculture are prohibited on the Property. The use of the
Property as an animal feedlot is prohibited. The pasturing of the land for animals is
prohibited except as expressly provided herein.
L. Spraying. There shall be no use of insecticides, fungicides, rodenticides, or herbicides
except as expressly provided herein.
M. Introduction of Invasive Species and/or Cultivated Plant Species. Except for the
existing hayfield permitted on the terms set forth herein, Owners, tenants, and other
users of the Property shall not introduce, plant, sow, seed, or otherwise grow, culture,
use, process, or store any plant species not native to Oakland County, Michigan in any
form unless first approved in writing by Conservancy.
N. Hunting, Fishing, and Trapping. Hunting, fishing, and trapping on the Property are
prohibited except as expressly authorized and managed by Owners and are subject to
applicable laws. No permanent structures, such as non -removable deer blinds or stands,
or fishing piers or docks, and no food plots, shall be installed, maintained, or used as a
part of or to assist with hunting, fishing, or trapping activities.
O. Noise, Nuisance. Making loud noises contributing to noise pollution, such as setting off
fireworks, playing loud music, or using electronic amplifiers or speakers to broadcast or
amplify sounds which do not naturally occur or originate on the Property is prohibited.
P. Exterior Lights and Lighting. Exterior lights and lighting that are left on for long
periods during times of darkness, thus contributing to light pollution, such as street
lamps or yard lights that go on at sunset and off at sunrise, are prohibited except as
expressly provided herein. All exterior lights shall be shielded from direct view,
oriented toward the ground, and configured to minimize light pollution. Owners shall
ensure any exterior lighting on the Property is not regularly visible from BUNS.
Q. Camping; Trailers, Travel Trailers, Campers, Motorhomes, Fifth -Wheels, and the
Like. Camping is prohibited on the Property, whether inside or outside a vehicle, tent,
or otherwise. The driving, parking, and use of trailers, travel trailers, campers,
motorhomes, fifth -wheels, and similar vehicles and portable living spaces and
equipment are all prohibited on the Property.
R. Motorized Watercraft. Except as needed for proper stewardship of the Property or a
neighboring property, the use of any watercraft on, or launched from the Property is
prohibited. The installation of docks, piers, and boardwalks is prohibited.
S. Logging. Except as needed for proper stewardship or restoration in accordance with an
approved Management Plan for the Property, commercial logging, timbering, or other
removal of live trees or standing dead trees is prohibited.
T. Signs and Billboards. Billboards and signs are prohibited on the Property except as
authorized in Section 5 or Section 6 below.
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5. RIGHTS OF OWNERS. Owners retain all ownership rights not expressly granted, conveyed,
or restricted by this Agreement, expressly including the following:
A. Right to Convey. Owners retain the right to sell, donate or transfer the Property subject
to this Agreement, and any subsurface oil, gas and mineral interests complying with
Sections 4(E) Alteration of Land and 4(F) Mineral Exploration, Mining, Drilling, and
Pumping of this Agreement such that no surface operations of any kind may be
conducted on the Property or inconsistent with this Conservation Easement or the
Conservation Values set forth herein. Every conveyance is subject to the terms of this
Agreement and all subsequent Owners are and shall be bound by all obligations in this
Agreement. Owners shall notify each prospective purchaser or other prospective
transferee of the Property of this Agreement and its binding effect on subsequent
Owners and provide each prospective purchaser or other transferee with a copy of this
Agreement and of the Baseline Documentation Report at least 10 days before closing on
the proposed transfer. Grantors and subsequent Owners shall notify Conservancy in
writing of any conveyance, including to whom (name, address, email address, and
telephone number) the Property has been or is to be conveyed, no later than 30 days
after the closing on the conveyance.
B. Roads, Trails, and Observation Platform. Owners retain the right to maintain,
renovate, and replace the existing roads, trails, fences, and gates on the Property in
substantially the same location and size as documented in the Baseline Documentation
Report. Any maintenance, renovation, replacement, or expansion of existing roads or
trails shall not materially alter their previous character or adversely or negatively impact
the Conservation Values of the Property.
Owners retain the right to install a new trail system including from Water Road to the
overlook on the western portion of the Property, where Owners may install an
observation platform and associated stairs and/or ramp, observation platform not to
exceed 12 feet by 12 feet and not more than 8 feet off the existing ground surface, or
such other dimensions as required by law, along with necessary improvements on the
Property to support the trail and observation platform (including footings). Grantors
envision and Conservancy accepts a trail system potentially from Perry Road on the
Southern border of the Property northward across the Property, potentially with spurs
including (i) into the woods towards the wetlands, and (ii) to the overlook on the
western portion of the Property, looping back to Water Road in the northern portion of
the Property, specific locations to be determined by Owners subject to Conservancy
input. The location, size, installation, and maintenance of any trail shall not materially
diminish or degrade the Property's Conservation Values as set forth herein. Trails shall
not be for the use of motorized vehicles except as expressly authorized herein. The trail
shall not be paved and will be mowed or constructed with a permeable surface of natural
materials, which materials may be temporarily stockpiled (i) in or near the southeast
corner of the Property no further than 150 feet from the Water Road right-of-way, and
(ii) a location to be agreed between Owners and Conservancy along the eastern
boundary of the Property in the area used as a hayfield as of the Effective Date, subject
to Township ordinances including as to setbacks (in which case only the temporary
stockpile areas may be further from said intersection or boundary). The trail shall not
exceed eight feet in width, except as otherwise required by law. Trails may include
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minor improvements for use by people, bikes, horses, and personal handicap mobility
devices, such as bike racks, horse ties, benches, directional, interpretive and
commemorative signs, and a garbage can. If a garbage can is installed, Owners, not
Conservancy, will be responsible for emptying and maintaining the garbage can to
ensure that it is not accessible to wildlife. If constructed, the observation platform shall
be constructed primarily of wood (or other long-lasting wood -like recycled materials or
other natural materials) and in a manner intended to blend in with the landscape and not
be readily noticeable from BUNS.
Nothing in this Conservation Easement supersedes or affects the existing Water Road
right-of-way which runs along the eastern boundary of the Property or the Perry Road
right-of-way which runs along the southern boundary of the Property.
C. Right and Authorization to Manage Access to the Property. Subject to other
applicable provisions of this Agreement, Owners retain the right and are authorized to
manage access to the Property consistent with Owners' retained rights in the Property, so
long as Owners ensure that such access does not impair the Conservation Values
protected by this Agreement. Owners also retain the right and authorization to manage
and set rules for the conduct of visitors to the Property consistent with permanent
protection of the Conservation Values and any applicable law or ordinance.
D. Right and Authorization to Steward the Property and Conduct Ecological
Restoration. Owners retain the right and are authorized to conduct stewardship,
ecological restoration, and maintenance on the Property consistent with permanent
protection of the Conservation Values. Stewardship includes the responsible use of
insecticides, fungicides, rodenticides, and herbicides consistent with applicable law,
product labeling, and protection of Conservation Values, used only in those amounts and
with a frequency of application that constitute the minimum necessary for control of
non-native, nuisance, or invasive species. Ecological restoration includes, but is not
limited to, planting species that are indigenous to Oakland County, removing non-native,
nuisance, or invasive species, and/or installing erosion control structures. Owners retain
the right to use fencing, if necessary, as part of Owners' efforts to conduct, protect, or
maintain ecological restoration on the Property. Owners also may cut and remove hay,
allow for light grazing by livestock (such as goats, horses, or cattle), and provide for
natural community restoration and maintenance. Provided that highly -trained naturalists
and other applicable professionals are consulted and provided further that all such
activities are undertaken in strict compliance with all applicable laws and regulations,
consistent with common sense and permanent protection of the Conservation Values,
controlled burns and brush pile burning are allowed on the Property as a proper method
to help restore and maintain natural habitat in appropriate situations. All natural area
management and ecological restoration activities conducted will adhere to a
"Management Plan" which will be developed, agreed to, and signed by then -current
Owners and Conservancy prior to implementation of natural area management or
ecological restoration. It is the specific intent of the parties to this Conservation
Easement that the Management Plan will be periodically updated by Owners and
Conservancy to allow flexibility to address changing ecological and human threats to the
Conservation Values and management needs over time. Conservancy retains final
authority to approve all stewardship and restoration activities consistent with permanent
64
protection of the Conservation Values, absent a court or other lawful order to the
contrary.
E. Timber/Vegetation Management. Owners retain the right to prune, trim, cut, and
remove trees or vegetation: (a) which pose a clear, imminent and documentable threat to
human life or property or Conservation Values; (b) necessary for the maintenance and
safe use of then -existing trails; (c) which pose a threat of infestation or are a recognized
non-native, nuisance, or invasive species, (d) as part of stewardship or ecological
restoration or natural area management as allowed for by the Management Plan
described above, or (e) consistent with other activities authorized herein (e.g.,
construction, use, maintenance, renovation, and replacement of the authorized/potential
future small storage shed and/or observation platform). Owners retain the right to
themselves or to authorize others to remove fallen trees from designated areas. All
pruning, trimming, cutting, and removal of trees and vegetation shall be at appropriate
times to limit the spread of disease (e.g., trimming oaks in winter only to prevent spread
of oak wilt).
F. Vehicle Access. Emergency vehicles are authorized to enter onto the Property at any
time to facilitate emergency medical service and/or to convey persons off of the
Property. On -road vehicles may be operated on the Property only on the existing non -
paved lane and in any parking lot that is developed and otherwise only in conjunction
with activities otherwise specifically authorized herein. Vehicles also may be used to
conduct stewardship and ecological restoration as allowed for by the Management Plan.
Likewise, fire -fighting equipment may enter the Property in connection with fire
prevention as a part of stewardship or restoration controlled burns and to undertake
actual firefighting activities. Farm vehicles may be used for hay removal within the
hayfield portion of the Property. Owners and Conservancy may use/allow use of
personal mobility devices on trails to provide accessibility required by the Americans
with Disabilities Act and/or any other applicable accessibility statute or law. All
permitted vehicle use, other than that which is required by the American with
Disabilities Act or otherwise required by law, shall be minimized and compatible with
the Property's Conservation Values as set forth herein.
G. Signs. Owners have the right to place and replace signs and plaques on the Property as
follows:
• Signs setting forth the name and contact information of Owners and/or Conservancy
and/or the address of the Property.
• Signs stating that the Property is protected by a conservation easement.
• Signs recognizing Grantors' donation to Conservancy.
• Signs prohibiting trespass or other unauthorized entry or use.
• Signs displaying Property use rules or limitations.
• Trail, boundary, and directional signs.
• Ecological, interpretive, and educational signs.
• Memorial plaques or signs on stands or rocks.
• Signs announcing upcoming events.
• Signs displaying other information related to the safe use of the Property and/or for
protection of the Conservation Values.
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All Owner signs must comply with all applicable laws and ordinances, and the number,
location, size, installation and maintenance of any signs shall not materially diminish or
degrade the Property's Conservation Values as set forth herein.
H. Hayfield. Owners retain the right to continue using the existing hayfield for production
of hay, to allow the hayfield to become idle, fallow or uncultivated, or to restore the
hayfield back to a natural vegetative community in accordance with the Management
Plan. If the hayfield has been allowed to become idle, fallow, or uncultivated for a
period of three or more consecutive annual growing seasons, or at any time has been
restored or allowed to return to a natural vegetative community, it shall not then be
reverted or converted back to hayfield or any other agricultural land use. Owners are
under no obligation to plan for, arrange for, pay for, or reimburse Conservancy or
anyone else for ecological restoration of the hayfield area or change the hayfield to any
other condition.
6. RIGHTS OF CONSERVANCY. Owners confer the following rights upon Conservancy to
perpetually maintain the Conservation Values of the Property:
A. Right to Enter; Notice. Conservancy staff and authorized Conservancy contractors
may enter the Property at reasonable times to monitor the Property, including at least
one annual Conservation Easement monitoring visit. Conservancy staff and authorized
Conservancy contractors also have the right to enter the Property at reasonable times to
determine if there is compliance with the terms of this Conservation Easement and to
enforce compliance with or otherwise exercise Conservancy's rights under this
Conservation Easement, including for the purpose of obtaining evidence related to
potential or actual violations of and/or judicial enforcement of this Conservation
Easement. Conservancy staff also shall have the right to enter the Property at
reasonable times in order to conduct scientific and educational observations and studies
and take samples which are consistent with permanent protection of the Conservation
Values.
Except in case of bona fide emergency or as otherwise agreed on a case -by -case basis
with Owners, Conservancy will endeavor to provide at least two weeks' actual notice to
Owners prior to entering the Property, by telephone, email, text message, or otherwise.
Conservancy will not interfere with Owners' use and quiet enjoyment of the Property.
This Agreement does not authorize and Conservancy has no right to permit others (other
than authorized Conservancy contractors after notice to Owners) or the public at large to
enter the Property except as specifically authorized by Owners in a separate writing (not
this Conservation Easement); the Parties agree an email from Owners to Conservancy
expressly authorizing such entry on a specific date or dates for purposes consistent with
this Agreement and Conservancy's Mission satisfies the requirement of such a separate
writing; Conservancy shall keep copies of such written authorizations for a minimum of
four years and provide copies or facsimiles of same to Owners and subsequent owners
upon written request.
66
B. Right to Monitor. Conservancy shall have the right but not the obligation to monitor
the condition of plant and animal populations, plant communities, and natural habitats
on the Property and Owners' protection of the Conservation Values set forth herein.
C. Right to Preserve. Conservancy has the right to prevent any activity on or use of the
Property that is prohibited under this Agreement, inconsistent with the purposes of this
Conservation Easement, or detrimental to the Conservation Values of the Property.
D. Right to Require Restoration. Conservancy has the right to require Owners to restore
to its condition at the time of donation of this Conservation Easement, any area or
feature of the Property which has been damaged by any activity prohibited by or
inconsistent with the purposes of this Conservation Easement, provided, however,
Conservancy may not require restoration for damage to the Property resulting from
causes beyond Owners' control, including, but not limited to, unauthorized actions by
third parties (including but not limited to vandalism by third parties); railroad accidents
and railroad construction activity; natural disasters such as unintentional fires, floods,
storms, and natural earth movement; easement holder accidents and actions including
repairs and replacements; or even an Owner's well-intentioned action in response to an
emergency resulting in changes or damage to the Property. Owners have no
responsibility or liability under this Conservation Easement for such acts or
modifications or resulting change in condition or damage to the Property.
E. Signs. Conservancy has the right to place, maintain, and replace signs on the Property
which identify the land as protected by this Conservation Easement, including boundary
markers. The number, location, size, and general content of Conservancy signs are
subject to Owners' approval, which approval shall not be unreasonably withheld,
conditioned, or delayed provided Conservancy's signs are not inconsistent with the
Conservation Values protected by this Agreement. Such signs may be revised, updated
and replaced provided such revisions, updates, and replacements are not inconsistent
with the number, location, size, and general content of signs revised, updated, or
replaced and Owners' prior approvals, provided, however, reasonable revisions, updates,
and changes may be made to the content of Conservancy signs without further Owner
approval. All Conservancy signs must comply with all applicable laws and ordinances,
and the number, location, size, installation and maintenance of any signs shall not
materially diminish or degrade the Property's Conservation Values as set forth herein.
F. Vehicle Access and Use. Trucks, ATVs, ORVs, tractors, and equivalent vehicles and
equipment may be used on a temporary basis by Conservancy and/or its contractors to
conduct conservation -based stewardship and/or ecological restoration on the Property.
Owners and Conservancy may use/allow use of personal mobility devices on trails to
provide accessibility required by with the Americans with Disabilities Act and/or any
other applicable accessibility statute or law. All permitted vehicle use, other than that
which is required by the American with Disabilities Act or otherwise required by law,
shall be minimized and compatible with the Property's Conservation Values as set forth
herein.
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G. Right to Report. Conservancy shall have the right but not the obligation to report to
regulatory authorities any environmental condition or any potential or actual violation of
environmental or land use laws with respect to the Property.
7. CONSERVANCY'S REMEDIES. This section addresses cumulative remedies of
Conservancy and limitations on these remedies.
A. Acts Beyond Owner Control. Conservancy may not bring an action against any
Owner for modifications to the Property resulting from causes beyond Owner's control,
including, but not limited to, unauthorized actions by third parties (including but not
limited to vandalism by third parties); railroad accidents and railroad construction
activity; natural disasters such as unintentional fires, floods, storms, and natural earth
movement; easement holder accidents and actions including repairs and replacements;
or even an Owner's well-intentioned action in response to an emergency resulting in
changes or damage to the Property. Owners have no responsibility or liability under this
Conservation Easement for such acts or modifications or resulting change in condition
or damage to the Property.
B. Notice and Demand. If Conservancy determines that an Owner is in actual or
threatened violation of this Conservation Easement, Conservancy shall provide written
notice of the actual or threatened violation to all current Owners previously disclosed to
or otherwise known to Conservancy. Conservancy's written notice shall identify the
actual or threatened violation and required corrective action to cure the actual or
threatened violation and, where the Property has been damaged or injured, request
corrective action to restore the Property. However, if at any time Conservancy
determines, in its sole discretion, that the actual or threatened violation constitutes
immediate and irreparable harm, no written notice is required and Conservancy may
immediately pursue its remedies to prevent or limit harm to Conservation Values of the
Property. Owners agree to reimburse all reasonable litigation costs and fees
Conservancy actually incurs associated with enforcing this Conservation Easement; as
between Conservancy and Owners, Conservancy is otherwise responsible for and shall
bear all other costs of identifying and responding to any actual or threatened violation of
the Conservation Easement without in any way limiting the Conservancy's ability to
pursue recovery or recoupment of such Conservancy costs and fees from third parties.
C. Failure to Act. If within 28 days after receiving Conservancy's written notice, Owners
do not implement corrective action or measures demanded by Conservancy (other than
due to seasonal weather conditions or reasonable inability to secure necessary material),
Conservancy may bring an action in law or in equity to enforce the terms of this
Conservation Easement. In the case of immediate or irreparable harm or if no Owner
can be notified, Conservancy may invoke these same remedies without notification
and/or awaiting the expiration of the 28-day period.
D. Actual or Threatened Non -Compliance. Conservancy's rights under this Section
apply equally in the event of either actual or threatened violations of the terms of this
Conservation Easement Agreement. Owners agree that any Conservancy claim for
money damages for violation of this may be inadequate. Upon proof of an actual or
threatened violation of this Conservation Easement, Conservancy shall be entitled to
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affirmative and prohibitive injunctive relief and specific performance, both prohibitive
and mandatory. Conservancy's claim for injunctive relief or specific performance for a
violation of this Conservation Easement shall not require proof of actual damage to
Conservation Values on the Property.
The parties agree that Conservancy is entitled to seek an order enjoining the alleged
violation through temporary or permanent injunctive relief and to seek specific
performance, declaratory relief, restitution, reimbursement of expenses, and/or an order
compelling Owners to restore the Property. If the court determines that Owners have
failed to comply with this Conservation Easement, Owners shall reimburse Conservancy
for all reasonable litigation costs including reasonable attorney and expert witness fees
actually incurred and all costs of corrective action or restoration reasonably incurred by
Conservancy as a result of Owners' non-compliance with this Agreement. If the Court
determines Conservancy's action was without merit, Conservancy upon request by
Owner shall reimburse Owners for all reasonable litigation costs including reasonable
attorney and expert witness fees and costs actually incurred as a result of Conservancy's
action.
E. Delay in Enforcement. Any delay in providing notice or in enforcement under this
Agreement shall not be construed as a waiver, relinquishment, release, modification, or
alteration of Conservancy's rights to enforce or remedies under the terms of this
Conservation Easement.
F. Cumulative Remedies. The preceding remedies of Conservancy are cumulative.
Any or all of the remedies may be invoked by Conservancy if there is an actual or
threatened violation of this Conservation Easement. No failure by Conservancy to
pursue any or every remedy available to Conservancy shall be construed as a
waiver, relinquishment, release, modification, or alteration of Conservancy's rights as
to any unasserted remedy or to otherwise enforce or seek remedies under the terms of
this Conservation Easement.
8. NOTIFICATION PROVISION. Conservancy is entitled to 60 days' written notice whenever
its approval is required under this Conservation Easement, unless a different time period is
specified herein or agreed to by Conservancy and Owners. If Conservancy fails to respond
within 60 days after it receives Owners' written request, then its approval shall be deemed
denied. If an approved activity is not completed within three years after the approval date, other
than stewardship or ecological restoration and related on -going maintenance, then Owners must
re -submit Owners' written request for approval to Conservancy. Owners need not obtain
approval of Conservancy in order to exercise Owners' rights reserved herein, provided,
however, Owners shall notify Conservancy in writing before exercising any reserved right
which may have an adverse impact on Conservation Values associated with the Property,
including but not limited to any right with respect to oil or gas or mineral exploration or
extraction.
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9. CONSERVATION EASEMENT REQUIREMENTS UNDER MICHIGAN LAW AND
UNITED STATES TREASURY REGULATIONS.
A. This Conservation Easement is an immediately vested interest in real property created
pursuant to the Conservation and Historic Preservation Easement, Subpart 11 of Part 21
of the Michigan Natural Resources and Environmental Protection Act, MCL § §
324.2140 et seq.
B. This Conservation Easement is established for conservation purposes pursuant to the
Internal Revenue Code, as amended, Title 26, USC Section 170(h)(1)-(6) and Sections
2031(c), 2055, and 2522, and under Treasury Regulations at Title 26 C.F.R. Section
1.170A-14 et seq., as amended or superseded.
C. Conservancy is qualified to hold conservation easements pursuant to these statutes. It is
a nonprofit organization qualified pursuant to the Internal Revenue Code, as amended,
Title 26 USC Section 501(c)(3).
10. OWNERSHIP COSTS AND LIABILITIES. In accepting this Conservation Easement,
Conservancy does not agree to pay and shall have no liability, responsibility, or other obligation
for payment of costs, liabilities, taxes, assessments, or insurance of any kind related to the
Property.
To protect the validity and/or enforceability of its rights under this Conservation Easement,
Conservancy shall have the right but not the duty to pay any delinquent taxes, assessments,
judgments, or other charges asserted against the Property and to require reimbursement for all
such expenses from Owners.
Conservancy, its members, trustees or directors, officers, employees, contractors, agents, and
volunteers have no liability arising from injury or death to any person or physical damage to
any property on the Property except to the extent such claim arises out of the sole negligence of
Conservancy or its employees, contractors, or agents in their roles as such. Owners agree to
indemnify, defend, and hold Conservancy harmless against any such claims arising during the
term of Owners' ownership of the Property, at Owners' expense, except to the extent such claim
arises out of the sole negligence of Conservancy or its employees, contractors, or agents in their
roles as such.
11. HAZARDOUS MATERIALS. Grantors represent and warrant that they have no knowledge
of any hazardous substance or toxic waste that exists on, at, or under the Property, or has been
generated, treated, stored, used, disposed of, or deposited in or on the Property, and that they
have no knowledge of any current or former underground storage tank located on the Property.
Grantors and their successors and assigns shall indemnify, defend and hold Conservancy
harmless from any liability related to any Grantor misrepresentation and/or false warranty in
this Section. Owners and their successors and assigns shall indemnify, defend and hold
Conservancy harmless from any liability arising out of or related to any Owner's use, storage,
processing, deposit, injection, or release of any hazardous substance or toxic waste on the
Property after the Effective Date of this Conservation Easement.
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12. ASSIGNMENT. To the extent permitted by applicable law, Conservancy may assign its rights
and obligations under this Conservation Easement but only to an entity which:
• Has similar conservation purposes;
• Is organizationally qualified and authorized to acquire and hold conservation easements;
• Is a "qualified organization" for purposes of Internal Revenue Code Section 170(h)(3) or
an authorized unit of Michigan government which is not the Owner or controlled by the
Owner; and
• Has agreed to assume all of Conservancy's rights and responsibilities hereunder and carry
out the conservation purposes of this Conservation Easement.
Conservancy agrees it shall not transfer this Conservation Easement unless the transferee
organization as a condition of such transfer agrees to carry out the conservation Purposes for
which this donation is intended including permanent protection of the Conservation Values set
forth herein.
13. CESSATION OF EXISTENCE. If Conservancy ceases to exist, fails to be a "qualified
organization" for purposes of Internal Revenue Code Section 170(h)(3), or is no longer
authorized to hold conservation easements, then this Conservation Easement shall be assigned
to, transferred to, become vested in, or otherwise be distributed by a court consistent with the
doctrine of cy pres to another entity which:
• Has similar conservation purposes;
• Is organizationally qualified and authorized to acquire and hold conservation easements;
• Is a "qualified organization" for purposes of Internal Revenue Code Section 170(h)(3) or
an authorized unit of Michigan government which is not the Owner or controlled by the
Owner; and
• Has agreed to assume Conservancy's rights and responsibilities hereunder.
14. TERMINATION. This Conservation Easement may be extinguished only by an unexpected
change in condition which renders it impossible to fulfill the Conservation Easement's
purposes or by exercise of eminent domain as set forth below:
A. Unexpected Change in Conditions. If a subsequent unexpected change in the
conditions surrounding the Property makes the purposes of this Conservation Easement
impossible to fulfill, then this Conservation Easement may be partially or entirely
terminated but only by judicial proceedings, with Conservancy then entitled to a share of
the proceeds of any sale, exchange, or involuntary conversion of the Property, according
to Conservancy's proportional interest in the Property as determined and as required
under Treasury Regulations Section 1. 170A- 14(g)(6)(ii) or its successor.
Notwithstanding the foregoing, Owners and Conservancy intend that this Conservation
Easement is not subject to the legal doctrine of "changed conditions" that is applied to
traditional servitudes. In making this grant, Grantors have considered the possibility that
uses prohibited by the terms of this Easement may become more economically valuable
than permitted uses, and that neighboring properties may in the future be put entirely to
uses prohibited hereunder. The unprofitability of conducting or implementing any or all
of the uses permitted under the terms of the Conservation Easement or unprofitability of
refraining from conducting or implementing any or all of the prohibited actions under
this Conservation Easement or otherwise using the Property shall not impair the validity
of this Conservation Easement or be considered grounds for its termination or
extinguishment. It is the intent of Grantors that any such economic changes shall not be
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deemed to be changed conditions or a change of circumstances justifying the judicial
termination, extinguishment or amendment of this Conservation Easement.
B. Eminent Domain. If the Property is taken, in whole or in part, by power of eminent
domain, then Conservancy will be entitled to compensation by the method as is set forth
in IRC Treasury Regulations Section 1. 170A- 1 4(g)(6)(ii) or its successor.
C. All Such Proceeds to Be Used For Conservation Purposes. All proceeds received by
Conservancy as a result of judicial proceeding or eminent domain as described above
must be used by Conservancy for conservation purposes in a manner consistent with the
Purposes of Grantors' donation herein, preferably in Oakland County or an adjacent
Michigan county.
15. LIBERAL CONSTRUCTION. This Conservation Easement shall be liberally construed in
favor of maintaining the Conservation Values of the Property and in accordance with the
Conservation and Historic Preservation Easement provisions, Subpart 11 of Part 21 of the
Michigan Natural Resources and Environmental Act, MCL §§ 324.2140 et seq.
16. NOTICES. All notices required or permitted under this Agreement shall be in writing and
deemed given to a party and effective when: a) delivered in person to a party or to an officer of
the party being notified, or b) sent by certified mail return receipt requested, express mail with
proof of delivery, first class mail prepaid, or a recognized nationwide courier service with proof
of delivery to a party at the address set forth herein or to the last known address of a parry.
Unless later otherwise agreed, no form of U.S. Mail shall be sent to Grantors at their physical
residential address (there is no mailbox there). Either parry may change its address by
providing written notice of the same. Refusal of a party to accept notice shall not impair the
giving of notice. The courtesy of email, text message, or notice by telephone is encouraged if
time is of the essence but attempted or actual notice by any of these informal means does not
waive the formal written notice requirements contained in the beginning of this Section.
17. SUBORDINATION. Grantors represent and warrant that as of the date of the execution of
this Conservation Easement, the Property is not subject to any mortgage, lien, claim or interest
which has not been subordinated to this Conservation Easement. Any mortgage, lien, claim, or
interest in the Property arising after the date of recording this Conservation Easement shall be
subject and subordinate to the terms of this Conservation Easement.
18. SEVERABILITY. If any portion of this Conservation Easement is determined to be invalid,
all remaining provisions remain in force.
19. SUCCESSORS. This Conservation Easement is binding upon and inures to the benefit of
Owners' and Conservancy's respective successors in interest. All Owners of the Property are
bound by and to all provisions of this Conservation Easement to the same extent as Grantors.
Except as otherwise specifically limited herein, all Owners of the Property during their
respective periods of ownership have the rights described under Section 5 of this Conservation
Easement Agreement.
20. AMENDMENT. Owners and Conservancy may jointly amend this Conservation Easement
provided that no amendment shall be allowed that shall affect the qualification of this
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Conservation Easement or the status of Conservancy under any applicable law, including MCL
§§ 324.2140 et seq. or Section 170(h) of the Internal Revenue Code, and any amendment, in the
sole determination and discretion of Conservancy, shall be consistent with the Purpose of the
Conservation Easement, shall not impair or interfere with the Conservation Values or Purpose
of this Conservation Easement, shall not result in any private inurement to any Owner, and shall
not affect the perpetual duration of this Conservation Easement. Any such amendment must be
in writing and shall be promptly recorded with the Register of Deeds for Oakland County,
Michigan.
21. OWNERS' RESPONSIBILITY AND CONSERVANCY APPROVAL. If the approval of,
consent to or non -objection by Conservancy is required or given regarding any act, action, or
activity of Owners or Owners' agents or contractors upon the Property, then, notwithstanding
any such Conservancy approval, consent, or non -objection, for all purposes Owners shall be
solely responsible for the planning, design, necessity, implementation, means, methods,
materials, execution, adequacy, timing, soundness supervision, inspection, completion, conduct,
effectiveness, impacts, results, consequences, or maintenance of any such activity and any act
or omission in connection therewith, occasioned thereby, or arising in connection with the same,
including without limit any adverse impact the same may have upon the Conservation Values
protected by this Conservation Easement. Under no circumstances shall the approval of, consent
to and/or non -objection by Conservancy to any act, action, activity of Owners or Owners'
agents or contractors be deemed to be, directly or indirectly, in whole or in part, participation,
acceptance, ratification, release, waiver, or a defense or other impediment to Conservancy's
right to protect the Conservation Values of or otherwise to enforce the terms of this
Conservation Easement against Owners or any third person.
22. TERMINATION OF RIGHTS AND OBLIGATIONS. A parry's future rights and
obligations under this Conservation Easement terminate upon transfer of that parry's interest in
the Property, provided, however, Owners' and Conservancy's liability for acts or omissions
occurring prior to transfer survive all such transfers.
23. NO MERGER. In the event the holder of this Conservation Easement acquires the
encumbered Property in fee, this Easement shall not be extinguished. This Easement is created
and to be held for the benefit of the public and not for the benefit of Conservancy or any
successor thereto.
24. RECORDING. Conservancy is authorized to record or file any notices or instruments
appropriate to assuring the perpetual enforceability of this Conservation Easement Agreement.
To the extent necessary, for such purpose only, Owners appoint Conservancy as Owners'
attorney -in -fact to execute, acknowledge and deliver all such instruments on behalf of Owners.
Without limiting the foregoing, Owners agree to execute any such instrument upon request.
25. MICHIGAN LAW. This Conservation Easement Agreement will be construed in accordance
with Michigan law. Owners and Conservancy agree and consent that all litigation and other
court proceedings with respect to or arising out of this Conservation Easement shall be filed,
heard, and decided by a court of competent jurisdiction in Oakland County, Michigan with
jurisdiction over the Property or where Conservancy maintains its principal place of business in
Michigan provided same is not more than 100 miles from Oakland County, Michigan.
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26. LEGAL COUNSEL. Grantors and Conservancy acknowledge that: (i) each has had the
opportunity to consult with and be represented by legal counsel in connection with this
Agreement; (ii) each has executed this Agreement following an opportunity to obtain the advice
of such counsel; and (iii) this Agreement is the result of negotiations between the parties hereto
and with the advice and assistance of their respective counsel. Any uncertainty or ambiguity in
this Agreement shall not be construed against any party because that party's counsel prepared
some or all of this Agreement.
Grantors and Conservancy shall each bear their own respective legal fees related to preparation
and execution of this Agreement, the Baseline Documentation Report, any related documents,
and any initial Management Plan, and Owners and Conservancy shall each bear their own legal
and any consulting fees related to preparation or execution of any amendments hereto and any
updates or changes to the Management Plan.
Each party shall execute any amendment necessary to correct any scrivener's error and shall
execute any ancillary document needed to fully implement the intent of the parties as stated
herein.
27. ENTIRE AGREEMENT. This Conservation Easement Agreement sets forth the entire
agreement of the parties. It is intended to supersede all prior discussions or understandings.
This Agreement has been signed and delivered as of the Effective Date:
Grantors:
Dated: October , 2021
Kurt W. Jung
Dated: October , 2021
Maura A. Lobos Jung
STATE OF MICHIGAN
COUNTY OF OAKLAND
Acknowledged before me on this day of October, 2021, by Kurt A. Jung and Maura A. Lobos Jung.
Notary Public
County, Michigan
Acting in: County, Michigan
My Commission expires:
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This Agreement has been signed and delivered as of the Effective Date:
Conservancy:
Dated: October , 2021
Garret Johnson
Executive Director
Michigan Nature Association
STATE OF MICHIGAN )
COUNTY OF INGHAM )
Acknowledged before me on this _ day of October, 2021, by Garret Johnson, Executive Director,
Michigan Nature Association.
Notary Public
County, Michigan
Acting in: County, Michigan
My Commission expires:
PREPARED BY AND AFTER RECORDING PLEASE RETURN TO:
Andrew D. Bacon
Conservation Director
Michigan Nature Association
2310 Science Parkway, Suite 100
Okemos, MI 48864
Telephone: (866) 223-2231
PLEASE CONTINUE TO SEND TAX BILLS TO:
Kurt W. Jung and Maura A. Lobos Jung
P.O. Box 250
Davisburg, MI 48350
9-17-2021
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Oakland Countv Parks and Recreation Commission Aqenda Item Memo
Agenda #: 12
Department: Planning & Resource Development
From: Melissa Prowse, Supervisor — Planning & Resource Development
Sue Wells, Interim Executive Officer
Subject: Motion — Approval Oakland County Parks and Recreation Trailways and Park
Improvement Grant Programs Guidance and Scoring
INTRODUCTION AND HISTORY
With the approval of the millage in November 2020, the Oakland County Parks and Recreation
Commission (OCPRC) has been developing 2 grant programs to support local Oakland County
community projects in two categories — Trailways and Park Improvements. The applications are
scheduled to be released on November 1st, with an application deadline in January. A full timeline of
the process is included in the Grant Program Guidance document, attached.
Staff are working with Oakland County Information Technology (OCIT) and Oakland County Economic
Development and Community Affairs (EDCA) on the development of an online application tool using
Laserfiche, a web -based software that is currently utilized both internally throughout the county as well
as externally for grant applications for other county -run grant programs. The application itself will not
be fully developed until sometime in October, but it will be based on the attached OCPR Grant Program
Guidance, which outlines both the criteria and eligibility for the grants, as well as information on each
question that will be asked in the application. It is meant to serve as a resource for applicants to ensure
that they are providing OCPR with all of the information necessary to review and score their application.
Also attached for Commission consideration is the scoring matrix. The scoring will be done in two
different ways. Some questions will auto -score in Laserfiche based on how the applicant answers the
question. For example, we will be awarding more points for those communities with lower household
income than those with higher household income. By selecting their community from a drop -down
menu, this will auto -score in Laserfiche based on SEMCOG household income data for Oakland
County communities. The bulk of the questions will be scored manually by a team of staff based on the
manual scoring sheet (attached). The process will be similar to how we review and score bids for
contracts — a team of staff (including one staff member from EDCA) will score applications, then meet
to review and discuss, coming up with a combined recommendation to the Administrative Management
Team on which applications should receive funding. AMT will then meet with the review team to go
over each application and make the final recommendation to the commission.
In order to move forward with the final development of the online application, staff are requesting that
the Commission approve the Application Guidance and the scoring tools. These can be reviewed and
refined each year as needed, but these will be the tools for the FY2022 grant round. This will also allow
staff to finalize an outward -facing Guidance document that the Communications & Marketing team is
currently putting together, so we can begin sharing that out to the CVTs (the same document in this
packet, but with a nicer layout, photos, etc.). We'd like to give the CVTs as much lead time as possible
to put together their applications, so the sooner we can show them what the requirements are, the
sooner they can begin putting together the necessary information/approvals/documents. Staff plans to
hold an informational webinar with all of the CVTs in mid -November as well to walk through the
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application process and answer any questions they may have about the application or the process (see
timeline in Guidance). We will also be creating a Web page for the grant programs with all of the
documents and tools that grantees will need, including links to other funding sources that could
potentially be used as match.
STAFF RECOMMENDATION
Staff recommends the Commission approve the Oakland County Parks and Recreation Grant Program
Guidance and Scoring Tools for the FY2022 Trailways and Park Improvements Community Grant
Programs.
ATTACHMENTS
• OCPRC Grant Program Guidance
• Park Improvements Grant Program Scoring
• Trailways Grant Program Scoring
• OCPRC Grant Programs Manual Scoring Tool (same for both grant programs)
MOTION
Move to approve the Oakland County Parks and Recreation Gant Program Guidance and
Scoring Tools for the FY2022 Trailways and Park Improvements Community Grant Programs.
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QAKLAND
COUNTY PARKS
Oakland County Parks and Recreation Grant Programs
Guidance for Applicants
Updated September 17, 2021
OCPR Mission Statement
OCPR address, phone number, web site
List of OCPR Commissioners as of October 2021
For information about the Oakland County Parks and Recreation Grant Programs, please contact:
Amanda Herzog
Project Advisor — OCPR Grant Programs
phone (pending)
e-mail (pending)
Melissa Prowse
Supervisor— Planning & Resource Development
(248) 249-2801
prowsem@oakgov.com
Introduction
The Oakland County Parks and Recreation Millage was passed by voters in November 2020. A portion of
these funds will be used for competitive grant programs that support local park improvement projects
and non -motorized trails. The Oakland County Parks and Recreation (OCPR) Grant Programs were
created to assist local communities with planning, preliminary engineering/design, and construction
costs directly related to park improvement and trail projects located in Oakland County.
$1.2M is available for the OCPR Grant Programs for Fiscal Year 2022 (Oakland County Fiscal Year begins
October 1). Currently $750,000 has been allocated for the Trailways Grant Program, and $450,000
allocated for the Park Improvements Grant Program. The Parks and Recreation Commission reserves
the ability to adjust the funding in each grant program if needed to best meet the needs of Oakland
County communities.
Schedule for Oakland County Parks and Recreation Trailways and Park Improvements Grant
Programs
Request for Proposals
Informational Webinar
November 1, 2021
November 18, 2021
Grant Applications Due Online by 11:59 p.m. January 14, 2021
Award Announcement
April 2022
Project Period Begins
Upon execution of grant agreements
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Project Period Ends Date on executed grant agreement
Final Report Due 60 days after project period end date
Oakland County Parks and Recreation Grant Program Overview and
Eligibility
Trailways Grant Program Goals
Fund trail planning/design/engineering (pre -development) as well as development/construction, with a
priority of closing gaps and/or making connections to planned trail networks and systems within
Oakland County. Projects should fill gaps, connect key locations or existing pathways, or otherwise be
part of a larger trail planning effort. No stand-alone projects will be considered (unless they are part of
a larger coordinated effort). Trail projects within a park facility may be eligible for the OCPR Park
Improvements grant program. "Trail project" is defined as: a non -motorized trail, path, pathway, shared -
use path, pathway connector, on -road bike facility, water trail and trail -related amenities including, but
not limited to, trailheads, pedestrian -activated traffic control devices, bike racks, bike repair stations,
wayfinding signs, bridges, boardwalks, tunnels and benches.
Park Improvement Grant Program Goals
Fund city, village or township park planning/design/engineering projects (pre -development) as well as
development/construction of projects that promote and provide public outdoor recreation
opportunities. "Park Improvements" is defined as: Improvement Projects must promote fishing, hunting,
beaches, boating access, picnic areas, winter sports areas, playground equipment, ball fields, court
sports, skate parks, sports fields, disc golf, park trails, spray parks/splash pads, or support/improve the
user experience, including be not limited to nature interpretive buildings, visitor centers, restrooms,
trailheads, parking areas, or maintenance/equipment storage buildings.
Grant Limits
Trailways Grant Program
Pre -Development Grants — $5,000 minimum - $25,000 maximum
Development Grants - $5,000 minimum - $200,000 maximum
Park Improvements Grant Program
Pre -Development Grants - $5,000 minimum - $25,000 maximum
Development Grants - $5,000 minimum - $100,000 maximum
Grant Match
A minimum 25% grant match is required for all grants.
Eligibility
• Grant Projects must be located in Oakland County, Michigan.
The Grant application must be submitted by a city, village, or township in Oakland County. The
State of Michigan, school districts, regional authorities, federally recognized Native American
tribes, colleges, universities, private recreation providers, land conservancies, and conservation
districts are NOT eligible.
Grant Requirements
• Park Improvement and Trail Development Projects must be identified in an approved/adopted
plan including, but not limited to, a 5-year Parks and Recreation Plan, Capital Improvement Plan,
Trailways Master Plan, Complete Streets Plan, Pathways Plan, or Community Master Plan.
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• Each city, village, or township is only able to receive funding for projects in their jurisdiction
every 3 years. For example, if a community is awarded grant funding in 2022, they cannot
submit another application until 2024.
• Communities should submit only one application per cycle, for either the Park Improvements
Grant Program or the Trailways Grant Program.
• Pre -development Grants involve activities prior to construction of a park improvement or trail
project including, but not limited to design, preliminary engineering, Phase 1 or 2 Environmental
Site Assessments, public engagement and construction plans
• Development Grants involve activities commencing with the construction of a park
improvement project or a trail
• Park Improvement Projects can create new park facilities or can renovate existing facilities (so
long as the need for renovation is not due to poor maintenance, design, or construction).
• Park Improvement Projects must promote fishing, hunting, beaches, boating access, picnic
areas, winter sports areas, playground equipment, ball fields, court sports, skate parks, sports
fields, disc golf, park trails, or support/improve the user experience, including be not limited to
nature interpretive buildings, visitor centers, restrooms, trailheads, parking areas, or
maintenance/equipment storage buildings. Construction management and permit fees
associated with Park Improvement projects are eligible expenses for reimbursement. If you are
unsure if your project is eligible for grant funding, please reach out to grant staff to discuss.
• Ineligible Expenses: Funding will not be provided for the following projects: (1) Indoor
recreation facilities (except those that support outdoor recreation), (2) land acquisition, (3)
stadiums for professional sports, (4) art displays, (5) decorative fountains, (6) facilities for
historical interpretation, (7) projects that would create an unfair competitive situation with
private enterprise, and (8) invasive species removal, shoreline stabilization, or erosion control
that are not directly related to the improvements of recreation facilities at the project site, (9)
ongoing maintenance costs.
Application Guidance
Responses to questions in the online application form should be brief but informative. Maximum word
counts are identified for each question, but do not need to be reached for a successful application.
TAB 1: APPLICANT INFORMATION
Project Title
Please use a title that includes the applicant agency name and a few words to describe the proposed
project (i.e. "Ferndale Pathway Development," or "Clawson City Park Playground Replacement.")
Name of City, Village or Township
Select applicant city, village or Township from the drop -down menu.
Primary Grant Administrator Contact Information
This should be the person responsible for administering the grant and should be someone directly
familiar with the project and able to answer questions about the project.
Project Partners
Please describe any partners that are contributing directly or indirectly to the project (i.e. financial
support, volunteer labor/services, donors of materials/supplies, etc.). Please do not list project
"supporters" in this section, but rather submit letters of support from these organizations in the
Uploads section of the online application.
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Grant Type
Select the type of grant for which you are applying — the Trailways Pre -Development Grant Program
(design, engineering, planning, etc.) or the Trailways Development Grant Program (construction).
TAB 2: FINANCIAL INFORMATION
Match Sources
Please list all match sources in this section. Match can be identified as "pledged, awarded, budgeted or
pending." Please list each source separately by adding a new row for each match source. Pending
funding should include any other grants that have been applied for but not awarded at the time of
submission. Applicant match sources may include:
1. General Funds or Local Restricted Funds: Local cash or budgeted funding from the applicant's
general fund or restricted recreation funds
2. Force Account Labor: The applicant's paid employees who will work directly on the construction
of the project. This value cannot include administration or supervision costs but may include
design engineering and other professional services.
3. Federal or State Funds: Federal or State grant funds that have been awarded (or are pending
award) for funding within the OCPR grant project period.
4. Private or Philanthropy: Funding that has been awarded through private donations or
philanthropic organizations.
5. Cash Donations: Cash generated from donations, fund-raising or other similar means.
6. Donated Labor/Materials: Labor or materials directly related to the construction of the project
from sources other than the applicant's own paid labor. Donated labor will be valued at
minimum wage unless the person is professionally skilled in the work being performed on the
project. When a professional is volunteering professional services, the wage rate this individual
is normally paid for performing this service may be charged to the project. Value of donated
materials must be documented. Value of donated land will not be counted as match.
Grant Match and Project Costs
Please list the total project cost, the amount requested from Oakland County Parks and Recreation, and
the local match being provided. Indicate the status of each match source using the drop -down menu to
select "pledged, awarded, budgeted or pending."
Trailways Grant Program
o Pre -Development Grants — 25% match required. Grants range from $5,000 - $25,000
(for example, for a $10,000 project, a minimum of $2,500 should be provided by the
applicant).
o Development Grants - 25% match required. Grants range from $5,000 - $200,000 (for
example, for a $200,000 project, a minimum of $50,000 should be provided by the
applicant).
Park Improvements Grant Program
o Pre -Development Grants — 25% match required. Grants range from $5,000 - $25,000
(for example, for a $10,000 project, a minimum of $2,500 should be provided by the
applicant).
o Development Grants - 25% match required. Grants range from $5,000 - $100,000 (for
example, for a $100,000 project, a minimum of $25,000 should be provided by the
applicant).
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Project Budget
Using the form in the online application, please provide a project budget. To add additional scope
items, click the plus sign to add additional rows. Please round to the nearest dollar. Grantees are
eligible for all cost overruns or any additional costs needed to complete the project that are not
identified in the submitted project budget. See Eligibility section for a list of non -eligible expenses.
TAB 3: PROJECT DETAILS
Project Description
This section contains 5 individual questions to provide detail on the project.
1. Describe the physical location of the proposed project and ownership of the property. Describe
any nearby features or amenities that may impact the project or benefit from the project. (250
word max)
2. Describe the project design and why it was chosen. (250 word max)
3. Provide a relevant history/background information (including any environmental concerns that
have been identified on the project property and how you plan to address them) (250 word
max)
4. Describe the community need for the project — describe how you are proposing to meet an
existing identified need and not duplicating services. Describe anticipated community impact
and usage (250 word max)
Project Identification in Planning Documents (100 word max)
Indicate where and how this project is addressed in relevant community planning documents which may
include: 5 Year Parks and Recreation Master Plan, Capital Improvement Plan, Park Master Plan, Capital
Improvement Plan, Community Master Plan, Complete Streets Plan, Trailway Master Plan, Pathway Plan,
etc. Please indicate where this project is referenced in these planning documents and include a link or
directions to where the documents can be found online. If not available online, please include relevant
pages of the document as an upload in the uploads section of this application.
Project Alignment with Most Recent OCPR County -Wide Needs Assessment — PARK
IMPROVEMENT PROGRAM ONLY
(this question will not appear in the Trailways Grant Program Application)
Indicate how the proposed park improvement project aligns with the most recent OCPR Countv-Wide
Needs Assessment Select from the list any of the project categories that the proposed project fits within
(may select more than one).
Public Engagement/Support (250 word max)
Applicants must hold at least one public meeting (advertised in a manner that would satisfy the
Michigan Open Meetings Act) to receive public input about the project. This can be a regularly
scheduled board/commission meeting or a separate stakeholder or public input meeting. Support for
the project will need to be demonstrated in the application. Include a summary of all relevant public
engagement regarding the proposed project.
Sustainability (250 word max)
Projects that consider sustainability in their design and construction will receive more points than those
that do not. Sustainable design/construction creates products and services that have considered the
environmental, social and economic impacts from the initial phase through end -of -life. Examples of
sustainable design principles include (but are not limited to): low -impact materials, energy efficiency,
reuse and recycling, durability, water conservation, etc.
82
Long -Term Maintenance (100 word max)
Development projects funded by OCPR must be maintained and open to the public for a minimum of 15
years. Describe how the project will be maintained long-term, including any equipment or staffing
needs and how they will be addressed.
ADA Compliance/Universal Accessibility (250 word max)
Projects must, at a minimum, meet accessibility requirements of the ADA— 2010 ADA Design Standards.
Projects not covered under the ADA should follow the US Access Board Outdoor Developed Areas
Accessibilitv Guidelines. Projects should be reviewed by a person or persons with disabilities or an
advocate for persons with disabilities — please summarize that feedback in this section. Additional points
will be awarded for projects that incorporate Universal Design principles. Describe how the proposed
project will be ADA compliant and list any project components that incorporate principles of Universal
Design. Include any relevant design drawings, specifications, etc. as applicable in the Uploads section of
this application. (The National Disability Authority has an excellent summary of the 7 Principles of
Universal Design).
Project Dates
Projects should start no sooner than the date a grant agreement is executed (anticipated in May the
following year) for costs to be eligible for reimbursement. Pre -development projects should last no
longer than 1 year. Development projects should last no longer than 3 years. Grant timeline extensions
due to extenuating circumstances may be requested, in writing, by grantees prior to the end of an
identified grant period. Extensions will be granted at the discretion of OCPR grant management staff
(OCPR Planning).
Site Control
Select the type of site control the applicant has over the site where the project is to be completed. Site
control may be fee -simple, less -than -fee -simple, lease, easement, or other control.
Entrance
Select whether or not the park or facility has any required entrance fees — annual, daily, non-resident,
etc.
Ease of Access
Select the ways in which people can access the site — automobile only, bicycle on -street, dedicated bike
lane, sidewalk, nearby bus stop (within % mile).
Certified Resolution
A certified copy of a resolution of the Community's elected governing body (city council, village council,
township board) approving the Community's participation in the Program, authorizing application for
the Program, designating the person authorized to sign on the Community's behalf, and certifying the
Community's commitment to complying with the Program's requirements, including committing to long-
term maintenance, and committing to being responsible for all cost overruns (See sample resolution on
page X of this Guidance). Upload the resolution in the Uploads section of the online grant application.
Final Report & Reimbursement
The Oakland County Parks and Recreation Trailways and Park Improvements Grant Programs are
reimbursement grants. If awarded a grant, communities will have an opportunity to request
reimbursement on a quarterly basis. A final report will need to be submitted and approved by grant
management staff prior to the release of the final 20% of grant funds.
83
Uploads
Required:
Project Location Map (applicant can submit multiple maps, however, submit as one combined
PDF. Map showing the project location within the community(ies) is required.)
❑ Project Site Plan/Map (Map or site plan that shows the details of the project, i.e. proposed
playground location, proposed trail route, etc. Does not need to be a professional site plan.)
❑ Certified Resolution
Optional:
❑ Letters of Support (submit as one combined PDF)
❑ Design drawings/specifications/site plans (submit as one combined PDF)
❑ Photographs with captions that indicate the relevant content of the photo (combined into a
single PDF)
❑ Other
84
Oakland County Parks and Recreation
Park Improvements Scoring Tab
Max Range
OZA-KLAND
COUNTY PARKS
Median HH Income (auto scored) �0-10 based on SEMCOG HH Income data (3 tiers)
Match Percent (auto scored) �0-15 - higher match, more points
Project Description (manual)
Location and Ownership 0-5
Design 0-5
History/Background 0-5
Community Need 0-5
Alighment with OCPR Survey (manual) �0-15 points based on high/medium/lower priority ranking
Public Engagement (manual) �0-5 based on level of engagement/support
Sustainability (manual) �0-10 based on extent of sustainable design elements
Maintenance (manual) �0-10 (appropriate maintenance plan - yes/no)
ADA/Universal Access (manual) �0-15 based on ADA compliance + universal accessibility
Entrance Fees (auto scored) �0-10 (if entrance fees - 0, if none - 10)
Ease of Access (auto scored) �0-5 based on number of ways people can access
Attachments
Site Plan (manual) 0-5 based on site compatibility and clear site plan
Project Map (manual) 0-5 based on clear/understandable project map
Letters of Support (manual) 0-5 based on number of letters provided
TOTAL Possible Score
115
Indicates that category will be automatically scored in laserfiche based on applicant's response
Indicates that staff will review narrative and provide a score
85
Oakland County Parks and Recreation OZA
KLAND
Park Improvements Scoring Tab
COUNTY PARKS
Max Range
Median HH Income (auto scored) �0-10 based on SEMCOG HH Income data (3 tiers)
Match Percent (auto scored) �0-15 - higher match, more points
Project Description (manual)
Location and Ownership 0-5
Design 0-5
History/Background 0-5
Community Need 0-5
Public Engagement (manual)
�0-5 based on level of engagement/support
Sustainability (manual)
I0-10 based on extent of sustainable design elements
Maintenance (manual)
I0-10 (appropriate maintenance plan - yes/no)
ADA/Universal Access (manual)
�0-15 based on ADA compliance + universal accessibility
Entrance Fees (auto scored)
�0-10 (if entrance fees - 0, if none - 10)
Ease of Access (auto scored)
�0-5 based on number of ways people can access
Attachments
Site Plan (manual) 0-5 based on site compatibility and clear site plan
Project Map (manual) 0-5 based on clear/understandable project map
Letters of Support (manual) 0-5 based on number of letters provided
TOTAL Possible Score
100
Indicates that category will be automatically scored in laserfiche based on applicant's response
Indicates that staff will review narrative and provide a score
86
Oakland County Parks and Recreation Commission
OCPR Grant Programs Manual Scoring Tool
Updated September 17, 2021
Applicant:
Project Title:
Application Year:
1 Project Description
I
A Physical Location and Ownership, nearby amenities
Applicant clearly describes the location, ownership, and nearby amenities
5
Applicant somewhat describes
3
Applicant fails to describe
0
Physical Location/Ownership/Nearby Amenities Points (i, ii, or iii)
B (Project Design
Applicant clearly describes and justifies the project design
5
Applicant provides some information in project design/justification
3
Applicant fails to describe the project design/justification
0
Project Design Points (i, ii, or iii)
C IRelevant History/Background/Environmental
Applicant provides a clear history of the property/project
5
Applicant provides some information regarding history/background
3
Applicant fails to provide information on the history/background
0
History/Background Points (i, ii, or iii)
D (Community Need
Applicant clearly describes community need and impact
5
Applicant provides some infomration on community need and impact
3
Applicant fails to provide information on community need and impact
0
Community Need Points (i, ii, or iii)
21Public Engagement I
I
Applicant clearly describes public engagement and demonstrates support
5
Applicant somewhat describes public engagement and/or support
3
Applicant fails to describe public engagement or project lacks support
0
Public Engagement Points (i, ii, or iii)
31Sustainable Design I
I
i Significant proposed sustainable design systems or features
10
ii Some proposed sustainable design systems or features
5
iii No proposed sustainable design features
0
Sustainable Design Points (i, ii or iii)
41Maintenance I
I
Applicant has demonstrated that the proposed improvements will be maintained
thorugh long-term dedicated funding (millage, budget, etc.), existing and
i permanent staff, multi -year contracts or permanent endowment.
10
ii No maintenance plan
0
Maintenance Points (i or ii)
87
5JAccessibility/Universal Access
Applicant had design reviewed by persons with disabilities or representing
i organizations. Applicant demonstrates how project will be universally accessible. 15
Applicant had design reviewed by persons with disabilities or representing
organizations. Applicant demonstrates that project will meet ADA guidelines and
ii has some universally accessible features. 10
Applicant has had design reviewed by persons with disabilities or representing
organizations and demonstrates that the project will meet ADA guidelines but
iii does not have any identified universally accessible features. 5
Applicant may or may not have had design reviewed by persons with disabilities or
representing organizations but has not demonstrated how project will meet ADA
iv guidelines or have any universally accessible features 0
Accessibility/Universal Access Points (i, ii, iii or iv)
6JUpload: Site Plan/Map I I
i Site is compatible with intended purpose and site plan is clear and understandable 5
ii Site is compatible with intended use or site plan is clear and understandable 3
Site is not compatible with intended use and site plan is not clear or understandable 0
Site Plan Points (i, ii, iii or iv)
7 Upload: Project Map
i Map is clear and understandable
ii Map is not clear or additional information is needed
Project Map Points (i or ii)
8 Letters of Support
i Multiple letters of support provided (3+)
ii 1-2 letters of support provided
iii No letters of support provided
Letters of Support Points (i or ii)
TOTAL POINTS SCORED
TOTAL AVAILABLE POINTS MANUALLY SCORED
5
0
is
0
75
88
Oakland Countv Parks and Recreation Commission Aqenda Item Memo
Agenda #: 13
Department: Administration
From: Phil Castonia, Chief of Business Operations
Subject: Residential Lease Renewal - Podina - Highland Oaks
INTRODUCTION AND HISTORY
In April 2009, The Oakland County Parks and Recreation Commission approved the Residential
Property Lease Policy. The purpose of the policy was to set forth procedures and guidelines to
manage residential properties located on Oakland County Parks property. The Oakland County Parks
and Recreation Executive Officer shall oversee the implementation and interpretation of this policy.
The property at Highland Oaks located at 6555 North Milford Road, is 927 square feet, and has 2
bedrooms with 1.5 baths. It also has a 2-car garage and a basement and was built in 1976.
The house has been occupied by John and Carolyn Podina for a number of years. John and Carolyn
are both currently part time employees at Groveland Oaks. We are requesting to move forward with
another 5-year lease as standard practice for all residential property leases, with the standard terms for
terminating the lease early. The attached lease agreement has been prepared and reviewed by
Oakland County Corporation Counsel.
ATTACHMENTS
Residential Lease — Podina — Highland Oaks
Aerial Map for Residential Lease — Podina - Highland Oaks
STAFF RECOMMENDATION
The staff recommends adopting the attached resolution in support of the lease agreement, which will be
forwarded to the Oakland County Board of Commissioners for approval.
MOTION
Move to adopt the resolution approving the Residential Lease with John and Carolyn Podina for
the Highland Oaks Residential Property located at 6555 North Milford Road, Holly, MI 48442 for
a 5-year term effective January 1, 2022, through December 31, 2026.
89
RESIDENTIAL LEASE AGREEMENT
NOTICE: MICHIGAN LAW ESTABLISHES RIGHTS AND OBLIGATIONS FOR PARTIES
TO RENTAL AGREEMENTS. THIS AGREEMENT IS REQUIRED TO COMPLY WITH
THE TRUTH IN RENTING ACT. IF YOU HAVE A QUESTION ABOUT THE
INTERPRETATION OR LEGALITY OF A PROVISION OF THIS AGREEMENT, YOU
MAY WANT TO SEEK ASSISTANCE FROM A LAWYER OR OTHER QUALIFIED
PERSON.
This Lease Agreement ("Lease") is entered into between the County of Oakland, 1200 North
Telegraph, Pontiac, MI 48341 ("Landlord"), by the through its statutory agent the Oakland
County Parks and Recreation Commission ("OCPRC") and John and Carolyn Podina, 6555
North Milford Road, Holly, MI 48342 ("Tenant") according to the terms and conditions set
forth below.
1. Premises. Tenant leases from landlord the real property located at, 6555 North Milford
Road, Holly, MI 48342 ("Premises"), together with any furnishings, fixtures, personal
property, and appurtenances provided by Landlord for Tenant's use.
2. Term. The term of this Lease shall be for 5 years, beginning on January 1, 2022 and
ending on December 31, 2026. References in this Lease to the term of the Lease shall
include any renewal term(s). Tenant shall receive possession of the Premises upon
execution of the Lease.
3. Tenant Monetary Obligations.
3.1. Tenant shall pay Landlord the following rent on or before the first day of each
month during the term of this Lease:
January 1, 2022
— December 31, 2022
$773.00
January 1, 2023
— December 31, 2023
$788.00
January 1, 2024
— December 31, 2024
$804.00
January 1, 2025
— December 31, 2025
$820.00
January 1, 2026
— December 31, 2026
$836.00
4. The rent shall be paid by check or money order made payable
4.1. The rent shall be paid by check or money order made payable to the "County of
Oakland" and sent to the following address: Oakland County Parks and
Recreation, 2800 Watkins Lake Road, Waterford, Michigan 48328 or another
address designated by Landlord in writing.
4.2. Tenant shall pay the first monthly installment when Tenant executes this Lease.
The first monthly installment shall be pro -rated for such month, if the Lease is
executed on another day than the first day of the month.
4.3. Tenant shall pay Landlord a late fee of $25 for each monthly installment not
received by Landlord within five days of its due date. This increase shall be
considered additional rent and shall compensate Landlord for costs incurred
because of late payments. Landlord's right to collect this additional rent shall be
in addition to Landlord's right to take action under other provisions of this Lease
for Tenant's default in paying rent. Tenant shall pay all additional rent to
90
Landlord promptly after the due date of the delinquent installment. All rent paid
after the due date and payments to cover checks that have been returned for
insufficient funds must be paid at the place designated for payment, by cashier's
check, certified check, or money order.
4.4. During the term of this Lease, Tenant shall obtain and maintain comprehensive
personal liability or tenant's form insurance coverage in the minimum amount of
One Hundred Thousand Dollars ($100,000.00). Tenant shall also provide the
Landlord with a certificate of insurance coverage listing the County of Oakland
and its employees, officers, and elected and appointed officials as additional
insureds.
5. Use of Premises.
5.1. Tenant shall use the Premises for private residential purposes only. No persons
other than the following listed person(s) shall occupy the Premises for more than
fourteen (14) days during the term of this Lease without the prior written approval
of Landlord:
None
Landlord's approval shall be given by the OCPRC Director or his or her designee.
5.2. Tenant shall not do any of the following or allow another person to do any of the
following:
4.2.1 Create any excessive noise or public nuisance;
4.2.2 Do anything to the Premises or its surroundings that may be hazardous or
that will cause Landlord's insurance to be cancelled or premiums to
increase;
4.2.3 Deface or damage any part of the Premises;
4.2.4 Change the locks or install any additional locks or bolts without
Landlord's prior written approval. Landlord's approval shall be given by
the OCPRC Director or his or her designee;
4.2.5 Place a waterbed or other heavy article on the Premises without
Landlord's prior written approval. Landlord's approval shall be given by
the OCPRC Director or his or her designee;
4.2.6 Install any equipment or appliances that, in Landlord's opinion, would
cause an unsafe conditions on or around the Premises;
4.2.7 Accumulate refuse on or around the Premises that might pose a health
hazard to Tenant or to the surrounding properties;
4.2.8 Permit any flammable liquids or explosives to be kept on or around the
Premises; and
4.2.9 Bring any animals on the Premises without Landlord's prior written
approval. Landlord's approval shall be given by the OCPRC Director or
his or her designee.
4.3 Tenant Duties.
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4.3.1 To the extent permitted by law, Tenant shall secure and protect the Park
Property and facilities therein, especially during "Park Closed" hours. This
shall include contacting and coordinating with police, fire or other
agencies as may be required and the preparation of an Unusual Incident
Report as required by Landlord.
4.3.2 Tenant shall arrange for emergency repair and maintenance services for
Park Property and facilities, as needed.
4.3.3 Tenant shall make reports to the Park Supervisor or other entity as may be
required by Landlord.
4.3.4 Landlord shall install smoke -detection devices for the Premises along with
batteries to operate the devices. Tenant must regularly test the devices to
ensure that they are operational and if not notify Landlord immediately.
Tenant must never remove batteries from smoke -detection device, except
when necessary to replace the batteries
6. Use of Illeizal Substances. Tenant shall not violate or knowingly allow another person to
violate federal, state, or local laws regarding the use of controlled substances or the use
of alcohol by minors in or around the Premises. When aware of a violation of this
section, Landlord will file a formal police report.
7. Condition of Premises.
7.1. Except as otherwise expressly stated herein or in an Amendment to this Lease,
Tenant acknowledges that no representations were made by Landlord about the
condition of the Premises or promises to alter or to improve the Premises before
or during the term of the Lease.
7.2. Throughout the term of the Lease, Tenant shall keep the Premises in a good and
clean condition and shall allow no waste of the Premises or any utilities.
7.3. Except for normal wear and tear, Tenants shall return the Premises to Landlord in
the same condition as they were upon commencement of this Lease, including
cleanliness.
8. Utilities and Services for Premises. Tenant is responsible for the costs of utilities and
services for the Premises and for establishing accounts, if they are not already
established for the term of this Lease including but not limited to the following:
(a) garbage removal; (b) water and sewer; (c) gas; (d) electricity; (e) ice removal,
including salting the driveway and any walks surrounding the Premises or on the
Premises; (f) telephones; (g) cable television; (h) Internet; and (i) cleaning for the
interior of the building located on the Premises. All accounts for utilities and services
shall be in the name of Tenant.
9. Maintenance. Repairs, and Damage to Premises.
9.1. Landlord shall be responsible for snow removal and lawn/grounds services for the
Premises.
9.2. Landlord shall provide repair and maintenance for the Premises and its parking lot
or parking area, including but not limited to, building infrastructure, HVAC
92
system, utility infrastructure, plumbing and electrical system. Tenant shall notify
Landlord, in a timely manner and without delay, when there is a need for repairs
to the Premises.
9.3. Except for normal wear and tear to the Premises, Tenant shall be liable for any
damage to the Premises or other property of Landlord that is caused by the acts or
omissions of Tenant or Tenant's guests, including but not limited to broken glass
and lost or broken keys. If damage occurs, Landlord or its agents shall make the
necessary repairs and Tenant shall reimburse Landlord for all costs associated
with the repairs. Such reimbursement shall be paid by Tenant within thirty (30)
days of receiving an invoice from Landlord. If Landlord makes a claim and
receives payment under its property insurance for damage to the Premises, then
Tenant shall only be liable to Landlord for the amount of the deductible for the
property insurance for the Premises. Landlord shall send an invoice to Tenant for
the amount of the deductible and Tenant shall pay this amount within thirty (30)
days of receiving the invoice.
9.4. To the extent permitted by law, Landlord and Landlord's agents shall not be liable
for any damage to property or loss of property that is caused by theft or casualty
on the Premises. Landlord recommends that Tenant obtain insurance to protect
Tenant's personal property against such loss or damage.
10. Decorations and Alterations to Premises. Tenant shall not alter or decorate the Premises,
including but not limited to, removing any furnishings Landlord provides to Tenant,
driving nails into the woodwork, painting or using any adhesive material on the walls
without prior written approval from Landlord. Landlord's approval shall be given by the
OCPRC Director or his or her designee. Landlord's approval of a particular decoration
or alteration shall not be deemed consent to future decorations or alterations.
11. Assignment and Sublease of Premises. Tenant shall not assign or sublease the Premises
or any portion thereof.
12. Access to the Premises. Tenant shall allow Landlord and Landlord's agents reasonable
access to the Premises to inspect, repair, alter, or improve the Premises. Landlord and
Landlord's agents shall have immediate access to the Premises in case of an emergency
or if an emergency repair to the Premises is required. Tenant shall also allow insurance
carriers and representatives, fire department inspectors, police, or local health authorities
to inspect the Premises. Tenant shall allow Landlord or Landlord's agents to show the
Premises to prospective tenants or purchasers at reasonable times during the sixty (60)
days prior to the expiration of this Lease.
13. Vacation or Abandonment of the Premises. If Tenant removes substantially all Tenant's
property from the Premises for a period of thirty (30) days, Landlord may immediately
enter and redecorate the Premises without abatement of rent and proceed as if Tenant
terminated this Lease. These acts by Landlord shall not affect Tenant's obligations
under this Lease. If Tenant abandons the Premises before the Lease expires, all rent for
the remainder of the term of the Lease shall immediately become due.
14. Damage or Destruction of the Premises. If a casualty partially destroys the Premises but
they can be restored to a tenantable condition within thirty (30) days, Landlord shall
93
repair the Premises with reasonable dispatch; however, Landlord's obligation to repair
the Premises shall be limited to the amount of insurance proceeds actually received by
Landlord. Tenant's obligation to pay rent shall be suspended while the Premises are
untenantable. If a casualty damages the Premises to the extent that they cannot be
restored to a habitable condition within thirty (30) days, either Party may terminate this
Lease by giving the other party written notice within fifteen (15) days after the casualty.
Landlord shall not be liable for any reasonable delay or for providing housing for Tenant
during repairs.
15. Termination of Lease.
15.1. Tenant may terminate this Lease for any reason upon thirty (30) days written
notice to Landlord.
15.2. Landlord may terminate this Lease for any reason upon ninety (90) days written
notice to Tenant.
15.3. Upon termination of this Lease, Tenant shall surrender the Premises to Landlord
in the same condition they were upon commencement of Lease, normal wear and
tear excepted. Upon termination of this Lease, Tenant shall also notify Landlord
of the move -out date, return all keys to the Premises to Landlord, and transfer all
utility and service accounts into the name of the "County of Oakland."
16. Default of Lease and Landlord's Remedies.
16.1 If Tenant defaults on any obligations under this Lease or misrepresents any
information in the application for this lease, Landlord may, on written notice to
Tenant, terminate the Lease and enter the Premises as permitted by law; Tenant
and any other occupants shall surrender the Premises to Landlord by the date
stated in the notice. If Landlord terminates the Lease, Landlord may recover
Landlord's expenses for enforcing Landlord's rights under the Lease and
applicable law, including court costs and attorney fees, from Tenant, as permitted
by statute; and rent for the rest of the term of the Lease shall immediately become
due. Tenant may not be liable for the total accelerated amount because of
Landlord's obligation to minimize damages, and either party may ask a court to
determine the actual amount owed, if any. If Tenant fails to pay rent or any other
sums when due to Landlord, Landlord serves a notice of default on Tenant as
required by law, and Tenant fails to remit the amounts due before the notice
period expires, the amount of court costs and attorney fees incurred by Landlord
in enforcing Landlord's remedies and allowed by statute shall be added to the
amount of the arrearage.
16.2 It is a violation of this Lease if Tenant, a member of Tenant's household, or any
other person under Tenant's control unlawfully manufactures, delivers, possesses
with intent to deliver, or possesses a controlled substance as defined by Michigan
law anywhere on the Premises or surrounding the Premises. Pursuant to
Michigan law, if Tenant violates this provision Landlord may serve a written
demand for possession for termination of this Lease giving Tenant 24 hours'
notice of the Lease termination and demand for possession. Tenant acknowledges
that an order of eviction/writ of restitution may be issued by the court
94
immediately after the entry of a judgment for possession. Tenant's
initials:
17. Hold Over. Tenant may, with Landlord's permission, continue to occupy the Premises
after the term of this Lease expires without renewing this Lease or signing another Lease
for the Premises. Such tenancy shall be on a month -to -month basis and subject to the
provisions of this Lease except that the monthly rent shall increase by ten (10) percent
from the rent for the last month of the term of the Lease, and Landlord may increase rent
on thirty (30) days' notice to Tenant.
18. Notices. Any notices under this Lease shall be in writing and delivered to the recipient
personally or by first class mail fully prepaid at the following locations:
Tenant: John and Carolyn Podina
6555 North Milford Road
Holly, MI 48342
Landlord: Oakland County Department of
Facilities Management Property Management
One Public Works Drive, Bldg. 95W
Waterford, MI 48328
and
Oakland County Parks and Recreation
Director
2800 Watkins Lake Road, Bldg. 97W
Waterford, MI 48328
Unless otherwise required by law, the date of service shall be the date of hand delivery or
the mailing date.
19. Modifications. No modifications of this Lease shall be binding unless they are in writing
and signed by Landlord and Tenant.
20. Whole Agreement. This Lease sets forth the entire agreement between Landlord and
Tenant. There are no verbal or written agreements that are not contained in this Lease
between the parties.
21. Binding Effect. This Lease shall bind and benefit the parties to the Lease and their heirs,
personal representatives, successors, and permitted assigns.
22. Severability. If any provision of this Lease is invalid, unlawful, or unenforceable to any
extent, the rest of the Lease and the application of the provision to the persons or
circumstances other than those for which it is invalid, unlawful, or unenforceable are not
affected.
23. Time of the Essence. Time shall be deemed to be of the essence in the performance of
this Lease.
24. Effective Date. This Lease is effective on the date stated in Section 2.
95
TENANT
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Oakland Countv Parks and Recreation Commission Agenda Item Memo
Agenda #: 14
Department: Administration
From: Phil Castonia, Chief of Business Operations
Subject: Residential Lease Renewal - Lowe - Waterford Oaks
INTRODUCTION AND HISTORY
In April 2009, The Oakland County Parks and Recreation Commission approved the Residential
Property Lease Policy. The purpose of the policy was to set forth procedures and guidelines to
manage residential properties located on Oakland County Parks property. The Oakland County Parks
and Recreation Executive Officer shall oversee the implementation and interpretation of this policy.
The property at Waterford Oaks located at 2930 Watkins Lake Road, is 1,432 square feet, and has 4
bedrooms with 1.5 baths. It also has a basement and was built in 1974.
The house is currently occupied by Brad Lowe, he was the tenant here for the past 5 years with no
issues. Brad is currently a part time employee at Addison Oaks and has been an employee of Oakland
County Parks for over 30 years. We are requesting to move forward with another 5-year lease as
standard practice for all residential property leases, with the standard terms for terminating the lease
early. The attached lease agreement has been reviewed by Oakland County Corporation Counsel.
ATTACHMENTS
• Residential Lease — Lowe — Waterford Oaks
• Aerial Map for Residential Lease — Lowe - Waterford Oaks
STAFF RECOMMENDATION
The staff recommends adopting the attached resolution in support of the lease agreement, which will be
forwarded to the Oakland County Board of Commissioners for approval.
MOTION
Move to adopt the resolution approving the Residential Lease with Brad Lowe for the
Waterford Oaks Residential Property located at 2930 Watkins Lake Road, Waterford, MI 48328
for a 5-year term effective January 1, 2022 through December 31, 2026.
98
RESIDENTIAL LEASE AGREEMENT
NOTICE: MICHIGAN LAW ESTABLISHES RIGHTS AND OBLIGATIONS FOR PARTIES
TO RENTAL AGREEMENTS. THIS AGREEMENT IS REQUIRED TO COMPLY WITH
THE TRUTH IN RENTING ACT. IF YOU HAVE A QUESTION ABOUT THE
INTERPRETATION OR LEGALITY OF A PROVISION OF THIS AGREEMENT, YOU
MAY WANT TO SEEK ASSISTANCE FROM A LAWYER OR OTHER QUALIFIED
PERSON.
This Lease Agreement ("Lease") is entered into between the County of Oakland, 1200 North
Telegraph, Pontiac, MI 48341 ("Landlord"), by the through its statutory agent the Oakland
County Parks and Recreation Commission ("OCPRC") and Brad Lowe, 2930 Watkins Lake
Road, Waterford, MI 48328 ("Tenant") according to the terms and conditions set forth below.
1. Premises. Tenant leases from landlord the real property located at 2930 Watkins Lake
Road, Waterford, MI 48328 ("Premises"), together with any furnishings, fixtures,
personal property, and appurtenances provided by Landlord for Tenant's use.
2. Term. The term of this Lease shall be for 5 years, beginning on January 1, 2022 and
ending on December 31, 2026. References in this Lease to the term of the Lease shall
include any renewal term(s). Tenant shall receive possession of the Premises upon
execution of the Lease.
3. Tenant Monetary Obligations.
3.1. Tenant shall pay Landlord the following rent on or before the first day of each
month during the term of this Lease:
January 1, 2022
— December 31, 2022
$1,029.00
January 1, 2023
— December 31, 2023
$1,049.00
January 1, 2024
— December 31, 2024
$1,070.00
January 1, 2025
— December 31, 2025
$1,092.00
January 1, 2026
— December 31, 2026
$1,114.00
4. The rent shall be paid by check or money order made payable
4.1. The rent shall be paid by check or money order made payable to the "County of
Oakland" and sent to the following address: Oakland County Parks and
Recreation, 2800 Watkins Lake Road, Waterford, Michigan 48328 or another
address designated by Landlord in writing.
4.2. Tenant shall pay the first monthly installment when Tenant executes this Lease.
The first monthly installment shall be pro -rated for such month, if the Lease is
executed on another day than the first day of the month.
4.3. Tenant shall pay Landlord a late fee of $25 for each monthly installment not
received by Landlord within five days of its due date. This increase shall be
considered additional rent and shall compensate Landlord for costs incurred
because of late payments. Landlord's right to collect this additional rent shall be
in addition to Landlord's right to take action under other provisions of this Lease
for Tenant's default in paying rent. Tenant shall pay all additional rent to
Landlord promptly after the due date of the delinquent installment. All rent paid
99
after the due date and payments to cover checks that have been returned for
insufficient funds must be paid at the place designated for payment, by cashier's
check, certified check, or money order.
4.4. During the term of this Lease, Tenant shall obtain and maintain comprehensive
personal liability or tenant's form insurance coverage in the minimum amount of
One Hundred Thousand Dollars ($100,000.00). Tenant shall also provide the
Landlord with a certificate of insurance coverage listing the County of Oakland
and its employees, officers, and elected and appointed officials as additional
insureds.
5. Use of Premises.
5.1. Tenant shall use the Premises for private residential purposes only. No persons
other than the following listed person(s) shall occupy the Premises for more than
fourteen (14) days during the term of this Lease without the prior written approval
of Landlord:
None
Landlord's approval shall be given by the OCPRC Director or his or her designee.
5.2. Tenant shall not do any of the following or allow another person to do any of the
following:
4.2.1 Create any excessive noise or public nuisance;
4.2.2 Do anything to the Premises or its surroundings that may be hazardous or
that will cause Landlord's insurance to be cancelled or premiums to
increase;
4.2.3 Deface or damage any part of the Premises;
4.2.4 Change the locks or install any additional locks or bolts without
Landlord's prior written approval. Landlord's approval shall be given by
the OCPRC Director or his or her designee;
4.2.5 Place a waterbed or other heavy article on the Premises without
Landlord's prior written approval. Landlord's approval shall be given by
the OCPRC Director or his or her designee;
4.2.6 Install any equipment or appliances that, in Landlord's opinion, would
cause an unsafe conditions on or around the Premises;
4.2.7 Accumulate refuse on or around the Premises that might pose a health
hazard to Tenant or to the surrounding properties;
4.2.8 Permit any flammable liquids or explosives to be kept on or around the
Premises; and
4.2.9 Bring any animals on the Premises without Landlord's prior written
approval. Landlord's approval shall be given by the OCPRC Director or
his or her designee.
4.3 Tenant Duties.
100
4.3.1 To the extent permitted by law, Tenant shall secure and protect the Park
Property and facilities therein, especially during "Park Closed" hours. This
shall include contacting and coordinating with police, fire or other
agencies as may be required and the preparation of an Unusual Incident
Report as required by Landlord.
4.3.2 Tenant shall arrange for emergency repair and maintenance services for
Park Property and facilities, as needed.
4.3.3 Tenant shall make reports to the Park Supervisor or other entity as may be
required by Landlord.
4.3.4 Landlord shall install smoke -detection devices for the Premises along with
batteries to operate the devices. Tenant must regularly test the devices to
ensure that they are operational and if not notify Landlord immediately.
Tenant must never remove batteries from smoke -detection device, except
when necessary to replace the batteries
6. Use of Illeizal Substances. Tenant shall not violate or knowingly allow another person to
violate federal, state, or local laws regarding the use of controlled substances or the use
of alcohol by minors in or around the Premises. When aware of a violation of this
section, Landlord will file a formal police report.
7. Condition of Premises.
7.1. Except as otherwise expressly stated herein or in an Amendment to this Lease,
Tenant acknowledges that no representations were made by Landlord about the
condition of the Premises or promises to alter or to improve the Premises before
or during the term of the Lease.
7.2. Throughout the term of the Lease, Tenant shall keep the Premises in a good and
clean condition and shall allow no waste of the Premises or any utilities.
7.3. Except for normal wear and tear, Tenants shall return the Premises to Landlord in
the same condition as they were upon commencement of this Lease, including
cleanliness.
8. Utilities and Services for Premises. Tenant is responsible for the costs of utilities and
services for the Premises and for establishing accounts, if they are not already
established for the term of this Lease including but not limited to the following:
(a) garbage removal; (b) water and sewer; (c) gas; (d) electricity; (e) ice removal,
including salting the driveway and any walks surrounding the Premises or on the
Premises; (f) telephones; (g) cable television; (h) Internet; and (i) cleaning for the
interior of the building located on the Premises. All accounts for utilities and services
shall be in the name of Tenant.
9. Maintenance. Repairs, and Damage to Premises.
9.1. Landlord shall be responsible for snow removal and lawn/grounds services for the
Premises.
9.2. Landlord shall provide repair and maintenance for the Premises and its parking lot
or parking area, including but not limited to, building infrastructure, HVAC
101
system, utility infrastructure, plumbing and electrical system. Tenant shall notify
Landlord, in a timely manner and without delay, when there is a need for repairs
to the Premises.
9.3. Except for normal wear and tear to the Premises, Tenant shall be liable for any
damage to the Premises or other property of Landlord that is caused by the acts or
omissions of Tenant or Tenant's guests, including but not limited to broken glass
and lost or broken keys. If damage occurs, Landlord or its agents shall make the
necessary repairs and Tenant shall reimburse Landlord for all costs associated
with the repairs. Such reimbursement shall be paid by Tenant within thirty (30)
days of receiving an invoice from Landlord. If Landlord makes a claim and
receives payment under its property insurance for damage to the Premises, then
Tenant shall only be liable to Landlord for the amount of the deductible for the
property insurance for the Premises. Landlord shall send an invoice to Tenant for
the amount of the deductible and Tenant shall pay this amount within thirty (30)
days of receiving the invoice.
9.4. To the extent permitted by law, Landlord and Landlord's agents shall not be liable
for any damage to property or loss of property that is caused by theft or casualty
on the Premises. Landlord recommends that Tenant obtain insurance to protect
Tenant's personal property against such loss or damage.
10. Decorations and Alterations to Premises. Tenant shall not alter or decorate the Premises,
including but not limited to, removing any furnishings Landlord provides to Tenant,
driving nails into the woodwork, painting or using any adhesive material on the walls
without prior written approval from Landlord. Landlord's approval shall be given by the
OCPRC Director or his or her designee. Landlord's approval of a particular decoration
or alteration shall not be deemed consent to future decorations or alterations.
11. Assignment and Sublease of Premises. Tenant shall not assign or sublease the Premises
or any portion thereof.
12. Access to the Premises. Tenant shall allow Landlord and Landlord's agents reasonable
access to the Premises to inspect, repair, alter, or improve the Premises. Landlord and
Landlord's agents shall have immediate access to the Premises in case of an emergency
or if an emergency repair to the Premises is required. Tenant shall also allow insurance
carriers and representatives, fire department inspectors, police, or local health authorities
to inspect the Premises. Tenant shall allow Landlord or Landlord's agents to show the
Premises to prospective tenants or purchasers at reasonable times during the sixty (60)
days prior to the expiration of this Lease.
13. Vacation or Abandonment of the Premises. If Tenant removes substantially all Tenant's
property from the Premises for a period of thirty (30) days, Landlord may immediately
enter and redecorate the Premises without abatement of rent and proceed as if Tenant
terminated this Lease. These acts by Landlord shall not affect Tenant's obligations
under this Lease. If Tenant abandons the Premises before the Lease expires, all rent for
the remainder of the term of the Lease shall immediately become due.
14. Damage or Destruction of the Premises. If a casualty partially destroys the Premises but
they can be restored to a tenantable condition within thirty (30) days, Landlord shall
102
repair the Premises with reasonable dispatch; however, Landlord's obligation to repair
the Premises shall be limited to the amount of insurance proceeds actually received by
Landlord. Tenant's obligation to pay rent shall be suspended while the Premises are
untenantable. If a casualty damages the Premises to the extent that they cannot be
restored to a habitable condition within thirty (30) days, either Party may terminate this
Lease by giving the other party written notice within fifteen (15) days after the casualty.
Landlord shall not be liable for any reasonable delay or for providing housing for Tenant
during repairs.
15. Termination of Lease.
15.1. Tenant may terminate this Lease for any reason upon thirty (30) days written
notice to Landlord.
15.2. Landlord may terminate this Lease for any reason upon ninety (90) days written
notice to Tenant.
15.3. Upon termination of this Lease, Tenant shall surrender the Premises to Landlord
in the same condition they were upon commencement of Lease, normal wear and
tear excepted. Upon termination of this Lease, Tenant shall also notify Landlord
of the move -out date, return all keys to the Premises to Landlord, and transfer all
utility and service accounts into the name of the "County of Oakland."
16. Default of Lease and Landlord's Remedies.
16.1 If Tenant defaults on any obligations under this Lease or misrepresents any
information in the application for this lease, Landlord may, on written notice to
Tenant, terminate the Lease and enter the Premises as permitted by law; Tenant
and any other occupants shall surrender the Premises to Landlord by the date
stated in the notice. If Landlord terminates the Lease, Landlord may recover
Landlord's expenses for enforcing Landlord's rights under the Lease and
applicable law, including court costs and attorney fees, from Tenant, as permitted
by statute; and rent for the rest of the term of the Lease shall immediately become
due. Tenant may not be liable for the total accelerated amount because of
Landlord's obligation to minimize damages, and either party may ask a court to
determine the actual amount owed, if any. If Tenant fails to pay rent or any other
sums when due to Landlord, Landlord serves a notice of default on Tenant as
required by law, and Tenant fails to remit the amounts due before the notice
period expires, the amount of court costs and attorney fees incurred by Landlord
in enforcing Landlord's remedies and allowed by statute shall be added to the
amount of the arrearage.
16.2 It is a violation of this Lease if Tenant, a member of Tenant's household, or any
other person under Tenant's control unlawfully manufactures, delivers, possesses
with intent to deliver, or possesses a controlled substance as defined by Michigan
law anywhere on the Premises or surrounding the Premises. Pursuant to
Michigan law, if Tenant violates this provision Landlord may serve a written
demand for possession for termination of this Lease giving Tenant 24 hours'
notice of the Lease termination and demand for possession. Tenant acknowledges
that an order of eviction/writ of restitution may be issued by the court
103
immediately after the entry of a judgment for possession. Tenant's
initials:
17. Hold Over. Tenant may, with Landlord's permission, continue to occupy the Premises
after the term of this Lease expires without renewing this Lease or signing another Lease
for the Premises. Such tenancy shall be on a month -to -month basis and subject to the
provisions of this Lease except that the monthly rent shall increase by ten (10) percent
from the rent for the last month of the term of the Lease, and Landlord may increase rent
on thirty (30) days' notice to Tenant.
18. Notices. Any notices under this Lease shall be in writing and delivered to the recipient
personally or by first class mail fully prepaid at the following locations:
Tenant: Brad Lowe
2930 Watkins Lake Road
Waterford, MI 48328
Landlord: Oakland County Department of
Facilities Management Property Management
One Public Works Drive, Bldg. 95W
Waterford, MI 48328
and
Oakland County Parks and Recreation
Director
2800 Watkins Lake Road, Bldg. 97W
Waterford, MI 48328
Unless otherwise required by law, the date of service shall be the date of hand delivery or
the mailing date.
19. Modifications. No modifications of this Lease shall be binding unless they are in writing
and signed by Landlord and Tenant.
20. Whole Agreement. This Lease sets forth the entire agreement between Landlord and
Tenant. There are no verbal or written agreements that are not contained in this Lease
between the parties.
21. Binding Effect. This Lease shall bind and benefit the parties to the Lease and their heirs,
personal representatives, successors, and permitted assigns.
22. Severability. If any provision of this Lease is invalid, unlawful, or unenforceable to any
extent, the rest of the Lease and the application of the provision to the persons or
circumstances other than those for which it is invalid, unlawful, or unenforceable are not
affected.
23. Time of the Essence. Time shall be deemed to be of the essence in the performance of
this Lease.
24. Effective Date. This Lease is effective on the date stated in Section 2.
104
TENANT
Date
Date
LANDLORD
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Oakland County Parks and Recreation Commission Agenda Item Memo
Agenda #: 15
Department: Administration
From: Phil Castonia, Chief of Business Operations
Subject: Residential Lease Renewal - Rowland - Waterford Oaks
INTRODUCTION AND HISTORY
In April 2009, The Oakland County Parks and Recreation Commission approved the Residential
Property Lease Policy. The purpose of the policy was to set forth procedures and guidelines to
manage residential properties located on Oakland County Parks property. The Oakland County Parks
and Recreation Executive Officer shall oversee the implementation and interpretation of this policy.
The property at Waterford Oaks located at 2866 Watkins Lake Road, Waterford, MI 48328, is 759
square feet, and has 2 bedrooms with 1 bath. It also has a 2-car garage and a basement and was built
in 1956.
The house has been occupied by Chris Rowland for the last 7 years. We are requesting to move
forward with another 5-year lease as standard practice for all residential property leases, with the
standard terms for terminating the lease early. The attached lease agreement has been prepared and
reviewed by Oakland County Corporation Counsel.
ATTACHMENTS
• Residential Lease — Rowland — Waterford Oaks
• Aerial Map for Residential Lease — Rowland - Waterford Oaks
STAFF RECOMMENDATION
The staff recommends adopting the attached resolution in support of the lease agreement, which will be
forwarded to the Oakland County Board of Commissioners for approval.
MOTION
Move to adopt the resolution approving the Residential Lease with Chris Rowland for the
Waterford Oaks Residential Property located at 2866 Watkins Lake Road, Waterford, MI 48328
for a 5-year term effective January 1, 2022, through December 31, 2026.
107
RESIDENTIAL LEASE AGREEMENT
NOTICE: MICHIGAN LAW ESTABLISHES RIGHTS AND OBLIGATIONS FOR PARTIES
TO RENTAL AGREEMENTS. THIS AGREEMENT IS REQUIRED TO COMPLY WITH
THE TRUTH IN RENTING ACT. IF YOU HAVE A QUESTION ABOUT THE
INTERPRETATION OR LEGALITY OF A PROVISION OF THIS AGREEMENT, YOU
MAY WANT TO SEEK ASSISTANCE FROM A LAWYER OR OTHER QUALIFIED
PERSON.
This Lease Agreement ("Lease") is entered into between the County of Oakland, 1200 North
Telegraph, Pontiac, MI 48341 ("Landlord"), by the through its statutory agent the Oakland
County Parks and Recreation Commission ("OCPRC") and Chris Rowland, 2866 Watkins
Lake Road, Waterford, MI 48328 ("Tenant") according to the terms and conditions set forth
below.
1. Premises. Tenant leases from landlord the real property located at 2866 Watkins Lake
Road, Waterford, MI 48328 ("Premises"), together with any furnishings, fixtures,
personal property, and appurtenances provided by Landlord for Tenant's use.
2. Term. The term of this Lease shall be for 5 years, beginning on January 1, 2022 and
ending on December 31, 2026. References in this Lease to the term of the Lease shall
include any renewal term(s). Tenant shall receive possession of the Premises upon
execution of the Lease.
3. Tenant Monetary Obligations.
3.1. Tenant shall pay Landlord the following rent on or before the first day of each
month during the term of this Lease:
January 1, 2022
— December 31, 2022
$645.00
January 1, 2023
— December 31, 2023
$658.00
January 1, 2024
— December 31, 2024
$671.00
January 1, 2025
— December 31, 2025
$685.00
January 1, 2026
— December 31, 2026
$698.00
4. The rent shall be paid by check or money order made payable
4.1. The rent shall be paid by check or money order made payable to the "County of
Oakland" and sent to the following address: Oakland County Parks and
Recreation, 2800 Watkins Lake Road, Waterford, Michigan 48328 or another
address designated by Landlord in writing.
4.2. Tenant shall pay the first monthly installment when Tenant executes this Lease.
The first monthly installment shall be pro -rated for such month, if the Lease is
executed on another day than the first day of the month.
4.3. Tenant shall pay Landlord a late fee of $25 for each monthly installment not
received by Landlord within five days of its due date. This increase shall be
considered additional rent and shall compensate Landlord for costs incurred
because of late payments. Landlord's right to collect this additional rent shall be
in addition to Landlord's right to take action under other provisions of this Lease
for Tenant's default in paying rent. Tenant shall pay all additional rent to
108
Landlord promptly after the due date of the delinquent installment. All rent paid
after the due date and payments to cover checks that have been returned for
insufficient funds must be paid at the place designated for payment, by cashier's
check, certified check, or money order.
4.4. During the term of this Lease, Tenant shall obtain and maintain comprehensive
personal liability or tenant's form insurance coverage in the minimum amount of
One Hundred Thousand Dollars ($100,000.00). Tenant shall also provide the
Landlord with a certificate of insurance coverage listing the County of Oakland
and its employees, officers, and elected and appointed officials as additional
insureds.
5. Use of Premises.
5.1. Tenant shall use the Premises for private residential purposes only. No persons
other than the following listed person(s) shall occupy the Premises for more than
fourteen (14) days during the term of this Lease without the prior written approval
of Landlord:
None
Landlord's approval shall be given by the OCPRC Director or his or her designee.
5.2. Tenant shall not do any of the following or allow another person to do any of the
following:
4.2.1 Create any excessive noise or public nuisance;
4.2.2 Do anything to the Premises or its surroundings that may be hazardous or
that will cause Landlord's insurance to be cancelled or premiums to
increase;
4.2.3 Deface or damage any part of the Premises;
4.2.4 Change the locks or install any additional locks or bolts without
Landlord's prior written approval. Landlord's approval shall be given by
the OCPRC Director or his or her designee;
4.2.5 Place a waterbed or other heavy article on the Premises without
Landlord's prior written approval. Landlord's approval shall be given by
the OCPRC Director or his or her designee;
4.2.6 Install any equipment or appliances that, in Landlord's opinion, would
cause an unsafe conditions on or around the Premises;
4.2.7 Accumulate refuse on or around the Premises that might pose a health
hazard to Tenant or to the surrounding properties;
4.2.8 Permit any flammable liquids or explosives to be kept on or around the
Premises; and
4.2.9 Bring any animals on the Premises without Landlord's prior written
approval. Landlord's approval shall be given by the OCPRC Director or
his or her designee.
4.3 Tenant Duties.
109
4.3.1 To the extent permitted by law, Tenant shall secure and protect the Park
Property and facilities therein, especially during "Park Closed" hours. This
shall include contacting and coordinating with police, fire or other
agencies as may be required and the preparation of an Unusual Incident
Report as required by Landlord.
4.3.2 Tenant shall arrange for emergency repair and maintenance services for
Park Property and facilities, as needed.
4.3.3 Tenant shall make reports to the Park Supervisor or other entity as may be
required by Landlord.
4.3.4 Landlord shall install smoke -detection devices for the Premises along with
batteries to operate the devices. Tenant must regularly test the devices to
ensure that they are operational and if not notify Landlord immediately.
Tenant must never remove batteries from smoke -detection device, except
when necessary to replace the batteries
6. Use of Illeizal Substances. Tenant shall not violate or knowingly allow another person to
violate federal, state, or local laws regarding the use of controlled substances or the use
of alcohol by minors in or around the Premises. When aware of a violation of this
section, Landlord will file a formal police report.
7. Condition of Premises.
7.1. Except as otherwise expressly stated herein or in an Amendment to this Lease,
Tenant acknowledges that no representations were made by Landlord about the
condition of the Premises or promises to alter or to improve the Premises before
or during the term of the Lease.
7.2. Throughout the term of the Lease, Tenant shall keep the Premises in a good and
clean condition and shall allow no waste of the Premises or any utilities.
7.3. Except for normal wear and tear, Tenants shall return the Premises to Landlord in
the same condition as they were upon commencement of this Lease, including
cleanliness.
8. Utilities and Services for Premises. Tenant is responsible for the costs of utilities and
services for the Premises and for establishing accounts, if they are not already
established for the term of this Lease including but not limited to the following:
(a) garbage removal; (b) water and sewer; (c) gas; (d) electricity; (e) ice removal,
including salting the driveway and any walks surrounding the Premises or on the
Premises; (f) telephones; (g) cable television; (h) Internet; and (i) cleaning for the
interior of the building located on the Premises. All accounts for utilities and services
shall be in the name of Tenant.
9. Maintenance. Repairs, and Damage to Premises.
9.1. Landlord shall be responsible for snow removal and lawn/grounds services for the
Premises.
9.2. Landlord shall provide repair and maintenance for the Premises and its parking lot
or parking area, including but not limited to, building infrastructure, HVAC
110
system, utility infrastructure, plumbing and electrical system. Tenant shall notify
Landlord, in a timely manner and without delay, when there is a need for repairs
to the Premises.
9.3. Except for normal wear and tear to the Premises, Tenant shall be liable for any
damage to the Premises or other property of Landlord that is caused by the acts or
omissions of Tenant or Tenant's guests, including but not limited to broken glass
and lost or broken keys. If damage occurs, Landlord or its agents shall make the
necessary repairs and Tenant shall reimburse Landlord for all costs associated
with the repairs. Such reimbursement shall be paid by Tenant within thirty (30)
days of receiving an invoice from Landlord. If Landlord makes a claim and
receives payment under its property insurance for damage to the Premises, then
Tenant shall only be liable to Landlord for the amount of the deductible for the
property insurance for the Premises. Landlord shall send an invoice to Tenant for
the amount of the deductible and Tenant shall pay this amount within thirty (30)
days of receiving the invoice.
9.4. To the extent permitted by law, Landlord and Landlord's agents shall not be liable
for any damage to property or loss of property that is caused by theft or casualty
on the Premises. Landlord recommends that Tenant obtain insurance to protect
Tenant's personal property against such loss or damage.
10. Decorations and Alterations to Premises. Tenant shall not alter or decorate the Premises,
including but not limited to, removing any furnishings Landlord provides to Tenant,
driving nails into the woodwork, painting or using any adhesive material on the walls
without prior written approval from Landlord. Landlord's approval shall be given by the
OCPRC Director or his or her designee. Landlord's approval of a particular decoration
or alteration shall not be deemed consent to future decorations or alterations.
11. Assignment and Sublease of Premises. Tenant shall not assign or sublease the Premises
or any portion thereof.
12. Access to the Premises. Tenant shall allow Landlord and Landlord's agents reasonable
access to the Premises to inspect, repair, alter, or improve the Premises. Landlord and
Landlord's agents shall have immediate access to the Premises in case of an emergency
or if an emergency repair to the Premises is required. Tenant shall also allow insurance
carriers and representatives, fire department inspectors, police, or local health authorities
to inspect the Premises. Tenant shall allow Landlord or Landlord's agents to show the
Premises to prospective tenants or purchasers at reasonable times during the sixty (60)
days prior to the expiration of this Lease.
13. Vacation or Abandonment of the Premises. If Tenant removes substantially all Tenant's
property from the Premises for a period of thirty (30) days, Landlord may immediately
enter and redecorate the Premises without abatement of rent and proceed as if Tenant
terminated this Lease. These acts by Landlord shall not affect Tenant's obligations
under this Lease. If Tenant abandons the Premises before the Lease expires, all rent for
the remainder of the term of the Lease shall immediately become due.
14. Damage or Destruction of the Premises. If a casualty partially destroys the Premises but
they can be restored to a tenantable condition within thirty (30) days, Landlord shall
ill
repair the Premises with reasonable dispatch; however, Landlord's obligation to repair
the Premises shall be limited to the amount of insurance proceeds actually received by
Landlord. Tenant's obligation to pay rent shall be suspended while the Premises are
untenantable. If a casualty damages the Premises to the extent that they cannot be
restored to a habitable condition within thirty (30) days, either Party may terminate this
Lease by giving the other party written notice within fifteen (15) days after the casualty.
Landlord shall not be liable for any reasonable delay or for providing housing for Tenant
during repairs.
15. Termination of Lease.
15.1. Tenant may terminate this Lease for any reason upon thirty (30) days written
notice to Landlord.
15.2. Landlord may terminate this Lease for any reason upon ninety (90) days written
notice to Tenant.
15.3. Upon termination of this Lease, Tenant shall surrender the Premises to Landlord
in the same condition they were upon commencement of Lease, normal wear and
tear excepted. Upon termination of this Lease, Tenant shall also notify Landlord
of the move -out date, return all keys to the Premises to Landlord, and transfer all
utility and service accounts into the name of the "County of Oakland."
16. Default of Lease and Landlord's Remedies.
16.1 If Tenant defaults on any obligations under this Lease or misrepresents any
information in the application for this lease, Landlord may, on written notice to
Tenant, terminate the Lease and enter the Premises as permitted by law; Tenant
and any other occupants shall surrender the Premises to Landlord by the date
stated in the notice. If Landlord terminates the Lease, Landlord may recover
Landlord's expenses for enforcing Landlord's rights under the Lease and
applicable law, including court costs and attorney fees, from Tenant, as permitted
by statute; and rent for the rest of the term of the Lease shall immediately become
due. Tenant may not be liable for the total accelerated amount because of
Landlord's obligation to minimize damages, and either party may ask a court to
determine the actual amount owed, if any. If Tenant fails to pay rent or any other
sums when due to Landlord, Landlord serves a notice of default on Tenant as
required by law, and Tenant fails to remit the amounts due before the notice
period expires, the amount of court costs and attorney fees incurred by Landlord
in enforcing Landlord's remedies and allowed by statute shall be added to the
amount of the arrearage.
16.2 It is a violation of this Lease if Tenant, a member of Tenant's household, or any
other person under Tenant's control unlawfully manufactures, delivers, possesses
with intent to deliver, or possesses a controlled substance as defined by Michigan
law anywhere on the Premises or surrounding the Premises. Pursuant to
Michigan law, if Tenant violates this provision Landlord may serve a written
demand for possession for termination of this Lease giving Tenant 24 hours'
notice of the Lease termination and demand for possession. Tenant acknowledges
that an order of eviction/writ of restitution may be issued by the court
112
immediately after the entry of a judgment for possession. Tenant's
initials:
17. Hold Over. Tenant may, with Landlord's permission, continue to occupy the Premises
after the term of this Lease expires without renewing this Lease or signing another Lease
for the Premises. Such tenancy shall be on a month -to -month basis and subject to the
provisions of this Lease except that the monthly rent shall increase by ten (10) percent
from the rent for the last month of the term of the Lease, and Landlord may increase rent
on thirty (30) days' notice to Tenant.
18. Notices. Any notices under this Lease shall be in writing and delivered to the recipient
personally or by first class mail fully prepaid at the following locations:
Tenant: Chris Rowland
2866 Watkins Lake Road
Waterford, MI 48328
Landlord: Oakland County Department of
Facilities Management Property Management
One Public Works Drive, Bldg. 95W
Waterford, MI 48328
and
Oakland County Parks and Recreation
Director
2800 Watkins Lake Road, Bldg. 97W
Waterford, MI 48328
Unless otherwise required by law, the date of service shall be the date of hand delivery or
the mailing date.
19. Modifications. No modifications of this Lease shall be binding unless they are in writing
and signed by Landlord and Tenant.
20. Whole Agreement. This Lease sets forth the entire agreement between Landlord and
Tenant. There are no verbal or written agreements that are not contained in this Lease
between the parties.
21. Binding Effect. This Lease shall bind and benefit the parties to the Lease and their heirs,
personal representatives, successors, and permitted assigns.
22. Severability. If any provision of this Lease is invalid, unlawful, or unenforceable to any
extent, the rest of the Lease and the application of the provision to the persons or
circumstances other than those for which it is invalid, unlawful, or unenforceable are not
affected.
23. Time of the Essence. Time shall be deemed to be of the essence in the performance of
this Lease.
24. Effective Date. This Lease is effective on the date stated in Section 2.
113
TENANT
Date
Date
LANDLORD
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Oakland Couny Parks and Recreation Commission Agenda Item Memo
Agenda #: 16
Department: Facilities Maintenance & Development
From: Michael J. Donnellon, Jr. Chief of Park Facilities, Maintenance & Development
Subject: Rose Oaks County Park — Enbridge Construction License Agreement
(Amendment Approval)
INTRODUCTION AND HISTORY
As previously reported to the Commission in 2019 and 2020, on February 22, 2019 our Oakland County
Parks & Recreation Commission (OCPRC) Natural Resource Crews discovered, that approximately 50
yards of the abandoned 30" diameter Enbridge Energy (EE), 6b pipeline had floated to the surface of the
Rose Oaks wetlands and is obstructing a portion of the waterway. On October 17, 2019, OCPRC staff
met with EE staff and requested a resolution for the removal of the exposed abandoned pipeline.
On January 21, 2021, staff met with EE project managers on site to review the proposed removal project
area and site access. EE project managers anticipated that the removal of the pipe will be completed in
October 2021, pending the completion of all permitting and environmental restrictions. As part of this
project and to minimize environmental wetland impacts within the existing easement, staff have requested
that EE to utilize our existing trail system for project area access. Use of park property for the
construction access routes, required the approval of the attached Construction License Agreement,
including the payment of the fair market value for their use, to OCPRC.
Staff are working closely with EE project managers to obtain all required environmental permits, including
Best Management Practices (BMP) according to the Oakland County Eastern Massasauga Rattlesnake
Implementation Plan (`EMR' & `EMRIP') to comply with the 2016 Candidate Conservations Agreement
with Assurances (CCAA) with the Michigan Department of Natural Resources (MDNR), Michigan
Department of Military and Veterans Affairs (DMVA) and the US Fish and Wildlife Service. This plan
agrees to manage our properties and protect the EMIR "...in ways that are consistent with the long-term
sustainability and persistence of EMR."
EE's project scope of work includes accessing the work site on either side of the existing wetland by
approximately 4,545 linear feet of existing park property (20' wide, 2.083 ac), proposed temporary work
space (1.96 ac, less .778ac for existing ROW) for excavation of the 30" diameter abandoned pipe in the
upland area adjacent to and on either side of the existing wetland area, cut, remove and haul off site
approximately 800 linear feet of existing pipe and complete all site and trail restoration.
As previously approved in June 2021, the Construction License Agreement — Exhibit C indicated use of
the eastern private land easement and crossing of the CSX Railroad. In early September, EE receive
notification that CSX Railroad denied EE use of this crossing. Therefore, alternative access is required
from the existing Consumers Power line property, adjacent to the northerly boundary of Rose Oaks
County Park, resulting in an adjustment of the eastern access route as shown in the revised Exhibit C
(Attachment B).
The previously approved Construction License Agreement value of $16,325.00 is unchanged, payable to
Oakland County Parks & Recreation Commission.
In the interest of future pipeline and park maintenance of the land -locked park parcel, EE is interested in
negotiating a permanent easement with Consumers Power and Oakland County Parks & Recreation.
116
ATTACHMENTS
Attachment A — Construction License Agreement (OCPR Authorized July 7, 2021)
Attachment B — Exhibit C (Revised)
Attachment C — Enbridge Correspondence
STAFF RECOMMENDATION
Staff recommends approval of the adjusted access route (Exhibit C) for the previous Oakland County Parks
& Recreation Commission authorized Construction License Agreement to Enbridge Energy, LP, Superior,
Wisconsin.
MOTION
Move to approve the adjusted access route (Exhibit C) for the previous Oakland County Parks &
Recreation Commission authorized Construction License Agreement to Enbridge Energy, LP,
Superior, Wisconsin.
117
CONSTRUCTION LICENSE AGREEMENT
This Construction License Agreement ("Agreement") is entered into this 7th day of
Julv , 2021 ("Effective Date") by and between the County of Oakland, a municipal and
constitutional corporation located at 1200 North Telegraph Road, Pontiac, Michigan 48341, acting
through its statutory agent, the Oakland County Parks and Recreation Commission ("County") and
Enbridge Energy, Limited Partnership, by Enbridge Pipelines (Lakehead) L.L.C. as General
Partner, with an office located at 119 N. 25th St. E., Superior, Wisconsin 54880 ("Enbridge").
BACKGROUND
In 1969 Lakehead Pipe Line Company, Inc. (Enbridge's predecessor) received numerous
easements (see Exhibit B) over certain parcels (see Exhibit A) of property in Oakland
County to construct, operate, maintain, inspect, remove, replace and reconstruct one or
more pipelines for the transportation of oil, other liquid hydrocarbons, and any product or
by-product thereof.
2. When the County purchased the parcels of property which now comprise Rose Oaks
County Park, some of the parcels of property were subject to the easements.
3. In 2010, the Parties executed similar Construction License Agreement for repairs to two
sections of the pipeline running through the Easement.
4. In 2012, the Parties executed another similar Construction License Agreement to install a
second pipeline in the Easement and decommission the existing pipeline in the Easement.
5. In October 2019, Oakland County Parks and Recreation Commission (OCPRC) personnel
observed portions of the decommissioned pipeline floating to the surface of the wetlands
in Rose Oaks County Park.
6. After this observation, OCPRC personnel contracted Enbridge to request that this issue be
corrected.
7. Enbridge has agreed to remove the pipeline at issue.
8. Because the repair/correction activities will require the use of the Additional Property, as
defined below, (see Exhibit C) the Parties enter into this Agreement for use of the
Additional Property and to ensure the Additional Property is properly restored.
9. In consideration of the mutual covenants contained in this Agreement the Parties agree to
the following terms and conditions.
ARTICLE I — DEFINITIONS
"Additional Property" means the real property depicted in Exhibit C, which is outside the
Easements, needed by Enbridge, on a temporary basis, to conduct its pipeline repairs.
118
2. "Agreement" means this Agreement, Background, Article I and Article II and all Exhibits
hereto attached.
3. "Day' means calendar day, unless otherwise specified in this Agreement.
4. "Easements" mean the documents attached to this Agreement as Exhibit B.
5. "Exhibits" means all of the following documents which are fully incorporated into this
Agreement: (1) Exhibit A — Parcel descriptions upon which Easements were granted to
Lakehead and (2) Exhibit B - Easements and (3) Exhibit C — Additional Property.
ARTICLE II — LICENSE
1. License. Enbridge and its contractors, consultants, agents, and employees shall have a
license to enter in and upon the Additional Property, as necessary to perform activities
which are permitted under the Easements.
1.1. All excavation will be completed within the Easement.
1.2. All excavate soils will be segregated to salvage the existing organic topsoil to be used
as part of the restoration process.
1.3. All dewatering must be pumped to a sedimentation area/pond to prevent sediment
within the wetland areas.
1.4. All project activity shall be coordinate with OCPRC Park Operations for the closure
of trails and prevention of the public into the construction zone of the project.
2. Term of License. Unless the County is notified in writing by Enbridge earlier, the term
of this Agreement shall commence on the Effective Date and end on December 31, 2022
3. Consideration. Enbridge shall pay the County the sum of Sixteen Thousand, Three
hundred Twenty -Five dollars ($16,325.00) as full and final consideration for use of the
Additional Property and perform all other duties and responsibilities set forth in this
Agreement and as required by law.
4. Damage to and Restoration of Easement and Additional Property. Enbridge, at its sole
cost, shall restore any portion of the Additional Property or the Easements which is
damaged or disturbed by exercising its rights under the Easements or this Agreement.
Enbridge, at its sole cost, shall hire an environmental consultant to oversee the restoration
of the damaged or disturbed property. Such environmental consultant shall be approved
by the County in writing. The County's approval shall not be unreasonably withheld. The
environmental consultant shall create a written restoration plan for the disturbed or
damaged property. The restoration plan, at a minimum, shall require that the damaged or
disturbed property is restored to a condition similar to that, which existed prior to the
commencement of work by Enbridge. The restoration plan will include information
(depictions as practical) regarding replacement of trees, shrubs, perennials and other plant
materials. Prior to implementation, the restoration plan shall be provided to and approved,
in writing, by the OCPRC Executive Officer or his/her designee. Within thirty (30) days
119
of receipt, the County shall provide its approval of or comments on the restoration plan to
Enbridge in writing. The County's review of the restoration plan shall give due
consideration to other permits issued to Enbridge for the activities described herein and
taking place on the Additional Property, including the termination dates of any such
permits. The County's approval shall not be unreasonably withheld. Notwithstanding any
other provision in this Agreement, Article II, Paragraph 2, Term of License, shall be
reasonably extended, in favor of Enbridge, in order to implement the County -approved
restoration plan.
5. Eastern Massasauga Rattlesnake. Enbridge acknowledges that the County delivered a
copy of its Eastern Massasauga Rattlesnake Implementation Plan (" EMRIP") outlining
property restrictions as result of the County's Certificate of Inclusion to MDNR's CCAA.
Enbridge acknowledges that it will receive United States Fish and Wildlife Service
("USFWS") sign -off through your EGLE permitting process for the work performed under
this License. The County will notify its USFWS contacts of potential implications under
our EMRIP
6. Liability and Indemnification. Enbridge shall be responsible for the actual damage,
including environmental damage, resulting from Enbridge's exercise of its rights under the
Easements or this Agreement. Enbridge shall indemnify and hold harmless the County and
its elected officials, officers, employees and/or agents from and against any and all claims
that are imposed upon, incurred by or asserted against the County and its elected officials,
officers, employees and/or agents which are based upon, result from or arise from, or are
in any way related to Enbridge's (or its official's, employee's subcontractor's or agent's)
use of or performance of any activities upon or in the Easements and Additional Property.
7. Comuliance with Law. Enbridge's use of or performance of activities upon or in the
Easements and Additional Property shall comply with all applicable federal, state, and local
laws, regulations, rules and ordinances and all construction activities will be performed in
a good, professional, workman like manner. Prior to commencing work in the Easement,
Enbridge shall obtain all permits and other governmental authorizations required by
federal, state, and local law, regulation, rule, and ordinance.
8. Assignment. Enbridge shall not assign this Agreement or any portion thereof without the
County's express written consent.
9. Access to Easement and Additional Property. During the term of this Agreement,
Enbridge shall have the right to access the Additional Property 24 hours per day, 7 days
per week.
10. No Interest In Real Prouerty. This Agreement does not and is not intended to grant or
convey an interest in real property to Enbridge.
11. Notices. Enbridge shall provide the County with three (3) business days' notice before
commencing additional work within the Easement or Additional Property, except in the
case of an emergency or urgent matter and then such notice must be given as soon as
120
possible thereafter. All notices, requests, demands, and other communications required by
this Agreement shall be in writing and shall be deemed given if personally delivered or
mailed, certified mail, return receipt requested, to the following addresses:
To Enbridge: Enbridge Energy, Limited Partnership
Attention: Lands & ROW Department
119 N. 25t' Street E.
Superior, WI 54880
To County: Oakland County Parks and Recreation Commission
Attention: Executive Officer
2800 Watkins Lake Road
Waterford, MI 48328
With a copy to: Oakland County Parks and Recreation Commission
Attention: Chief of Park Facilities Maintenance and Development
2800 Watkins Lake Road
Waterford, MI 48328
With a copy to: Property Management Specialist
Oakland County Department of Facilities Management
1 Public Works Drive
Waterford, MI 48328
12. Succession. This Agreement is binding upon the Parties and shall be binding upon their
successive heirs, representatives, administrators, successors, subcontractors, and assigns.
13. Reservation of Rights. The Agreement does not, and is not intended to, impair, divest,
delegate, or contravene any constitutional, statutory, and/or other legal right, privilege,
power, obligation, duty, or immunity of the County or Enbridge.
14. No Imulied Waiver. Absent a written waiver, no act, failure, or delay by a Party to pursue
or enforce any right or remedy under this Agreement shall constitute a waiver of those
rights with regard to any existing or subsequent breach of this Agreement. No waiver of
any term, condition, or provision of this Agreement, whether by conduct or otherwise, in
one or more instances, shall be deemed or construed as a continuing waiver of any term,
condition, or provision of the Agreement. No waiver by either Party shall subsequently
effect its right to require strict performance of this Agreement.
15. Invalid Provision. The invalidity or unenforceability of any sections or subsections of
this Agreement shall not affect the validity or enforceability of the remainder of this
Agreement or the remainder of any sections or subsections. This Agreement shall be
construed in all respects as if any invalid or unenforceable sections or subsections were
omitted.
121
16. Remedies Not Exclusive. The rights, remedies, and benefits provided by this Agreement
shall be cumulative, and shall not be exclusive of any other rights, remedies and benefits,
or of any other rights, remedies, and benefits allowed by law.
17. Headings. The section headings used throughout this Agreement are provided for reader
convenience only and shall not be controlling in the interpretation of this Agreement.
18. Governing Law and Venue. This Agreement shall be construed in accordance with, and
subject to, the laws of the State of Michigan. To the extent provided by law, any action at
law, suit in equity, or other judicial proceeding for the enforcement of this Agreement or
any provision thereof shall only be instituted in the Oakland County Circuit Court, a
District Court located in Oakland County, or the United States District Court for the Eastern
District of Michigan, depending on the nature of the action, suit, or other proceeding.
19. Amendment. This Agreement may not be changed, modified, amended, or altered, except
as evidenced in a separate written agreement signed by both Parties.
20. Counterparts. This Agreement may be executed in several counterparts, each of which
shall be an original and all of which shall constitute one and the same instrument.
21. Entire Agreement. This Agreement constitutes the entire understanding between the
Parties and supersedes all prior offers, negotiations, and/or agreements between the Parties
relative to the subject matter addressed herein. The Parties represented that there are no
understandings, representations, or promises of any kind, oral or written, that have been
made by the Parties to induce the execution of this Agreement except those expressly set
forth in this Agreement.
122
ENBRIDGE ENERGY, LIMITED PARTNERSHIP
By: ENBRIDGE PIPELINES (LAKEHEAD) L.L.C.
As General Partner
Sign:
Print:
Title:
Date:
OAKLAND COUNTY PARKS AND RECREATION COMMISSION
Sign: sK.,
Gary R. McGillivray, Chairperson
Oakland County Parks and Recreation Commission
Date: July 7, 2021
123
EXHIBIT A
This Exhibit A is attached to and made part of the "Construction License Agreement" between the
County of Oakland, a Michigan Constitutional and Municipal corporation and Enbridge Energy,
Limited Partnership, a Delaware limited partnership.
Parcel descriptions upon which Easements were granted to Lakehead (Enbridge's predecessor):
The following described premises situated in the Township of Rose, County of Oakland, State of
Michigan and is described as follows, to -wit:
Parcel 14:
Part of Southwest 1/4 of Section 9, Town 4 North, Range 7 East, Township of Rose, Oakland County,
Michigan: Beginning at point distant North 00 degrees 27 minutes 20 seconds East 1006.29 feet
from Southwest section corner; thence North 00 degrees 27 minutes 20 seconds East 239.66 feet;
thence North 89 degrees 43 minutes 35 seconds East 380 feet; thence South 00 degrees 27 minutes
20 seconds West 237.65 feet; thence South 89 degrees 25 minutes 26 seconds West 380.08 feet to
beginning.
Parcel 15:
Part of Southwest 1/4 of Section 9, Town 4 North, Range 7 East, Township of Rose, Oakland County,
Michigan: Beginning at point distant North 00 degrees 27 minutes 20 seconds East 1006.29 feet and
North 89 degrees 25 minutes 26 seconds East 380.08 feet from Southwest section corner; thence
North 00 degrees 27 minutes 20 seconds East 637.65 feet; thence North 89 degrees 43 minutes 35
seconds East 344 feet; thence South 01 degrees 27 minutes 00 seconds West 634.74 feet; thence
South 89 degrees 25 minutes 26 seconds West 344 feet to beginning.
Parcel 16:
Part of Southwest 1/4 of Section 9, Town 4 North, Range 9 East, Township of Rose, Oakland County,
Michigan: Beginning at point distant North 00 degrees 27 minutes 20 seconds East 1006.29 feet and
North 89 degrees 25 minutes 26 seconds East 724.08 feet from Southwest section corner; thence
North 01 degrees 27 minutes 00 seconds East 636.56 feet; thence North 89 degrees 43 minutes 35
seconds East 263.48 feet; thence South 01 degrees 27 minutes 00 seconds West 636.56 feet; thence
South 89 degrees 25 minutes 26 seconds West 252.49 feet to beginning.
Parcel 17:
Part of Southwest 1/4 of Section 9, Town 4 North, Range 7 East, Township of Rose, Oakland County,
Michigan: Beginning at point distant North 00 degrees 27 minutes 20 seconds East 1006.29 feet and
North 89 degrees 25 minutes 26 seconds East 976.57 feet from Southwest Section corner; thence
North 01 degrees 27 minutes 00 seconds East 634.74 feet; thence North 89 degrees 43 minutes 35
seconds East 344 feet; thence South 01 degrees 27 minutes 25 seconds West 632.99 feet; thence
South 89 degrees 25 minutes 26 seconds West 344 feet to beginning.
Parcel 21:
124
Part of Southwest 1/4 of Section 9, Town 4 North, Range 7 East, Township of Rose, Oakland County,
Michigan: Beginning at point distant North 89 degrees 25 minutes 26 seconds East 1302.92 feet and
North 01 degrees 27 minutes 25 seconds East 1303.79 feet from Southwest section corner; thence
North 01 degrees 27 minutes 25 seconds East 336.5 feet; thence North 00 degrees 21 minutes 12
seconds East 988.23 feet; thence North 89 degrees 28 minutes 16 seconds East 331.88 feet; thence
South 00 degrees 32 minutes 03 seconds West 1324.01 feet; thence South 89 degrees 25 minutes 26
seconds West 334.18 feet to beginning.
Parcel 23:
Part of Southwest 1/4 of Section 9, Town 4 North, Range 7 East, Township of Rose, Oakland County,
Michigan: Beginning at point distant North 89 degrees 25 minutes 26 seconds East 1302.92 feet and
North 01 degrees 27 minutes 25 seconds East 1303.79 feet and North 89 degrees 25 minutes 26
seconds East 668.36 feet from Southwest section corner; thence North 00 degrees 26 minutes 25
seconds East 1323.70 feet; thence North 89 degrees 28 minutes 16 seconds East 331.89 feet; thence
South 00 degrees 20 minutes 09 seconds West 1323.39 feet; thence South 89 degrees 25 minutes 26
seconds West 334.18 feet to beginning.
Parcel 24:
Part of Southwest 1/4 of Section 9, Town 4 North, Range 7 East, Township of Rose, Oakland County,
Michigan: Beginning at point distant North 89 degrees 25 minutes 26 seconds East 1302.92 feet and
North 01 degrees 27 minutes 25 seconds East 1303.79 feet and North 89 degrees 25 minutes 26
seconds East 1002.54 feet from Southwest section corner; thence North 00 degrees 20 minutes 09
seconds East 1323.39 feet; thence North 89 degrees 28 minutes 16 seconds East 331.89 feet; thence
South 00 degrees 14 minutes 10 seconds West 1323.07 feet; thence South 89 degrees 25 minutes 26
seconds West 334.8 feet to beginning.
Parcel 25:
Part of Southwest 1/4 of Section 9, Town 4 North, Range 7 East, Township of Rose, Oakland County,
Michigan: Beginning at point distant North 89 degrees 25 minutes 26 seconds East 1302.92 feet and
North 01 degrees 27 minutes 25 seconds East 651.89 feet from Southwest section corner; thence
North 01 degrees 27 minutes 25 seconds East 651.90 feet; thence North 89 degrees 25 minutes 26
seconds East 668.36 feet; thence South 00 degrees 54 minutes 00 seconds West 651.76 feet; thence
South 89 degrees 25 minutes 25 seconds West 675.31 feet to beginning.
Parcel 29:
That part of Southeast 1/4 of Section 9, Town 4 North, Range 7 East, Township of Rose, Oakland
County, Michigan, lying West of PM RR Right of Way.
Part of the SW 1/4 of the SW 1/4 Section 9, T4N, R7E, Rose Township, Oakland County, Michigan,
described as beginning at a point on the west line Section 9, located N 01 ° 29' 27" E 670.86 ft from
the SW corner Section 9, T4N, R7E; Th continuing N O1' 29' 27" E 335.42 ft along said west line
Section 9; Th S 89' 32' 27" E 1320.57 ft; Th S 02' 29'55" W 335.77 ft; Th N 89' 31' 57" W 1314.66
ft to the point of beginning. Containing 10.15 acres and excepting the rights of the public over the
W'ly 33.00 ft for Fish Lake Road. Also excepting any other easement or restrictions of record, if
any.
Parcel 22:
125
Part of Southwest 1/4 of Section 9, Town 4 North, Range 7 East, Township of Rose, Oakland County,
Michigan: Beginning at point distant North 89 degrees 25 minutes 26 seconds East 1302.92 feet and
North 01 degrees 27 minutes 25 seconds East 1303.79 feet and North 89 degrees 25 minutes 26
seconds East 334.18 feet from Southwest section corner; thence North 00 degrees 32 minutes 03
seconds East 1324.01 feet; thence North 89 degrees 28 minutes 16 seconds East 331.88 feet; thence
South 00 degrees 26 minutes 05 seconds West 1323.70 feet; thence South 89 degrees 25 minutes 26
seconds West 334.18 feet to beginning.
All of the above parcels now known as part of PIN: 06-09-300-020
126
EXHIBIT B
This Exhibit B is attached to and made part of the "Construction License Agreement" between the
County of Oakland, a Michigan Constitutional and Municipal corporation and Enbridge Energy,
Limited Partnership, a Delaware limited partnership.
Easements granted to Lakehead (Enbridge's predecessor) and recorded in the Oakland County
Michigan Register of Deeds Records:
Liber 5364 Pager 498;
Liber 5364 Pager 502;
Liber 5364 Pager 505;
Liber 5364 Pager 508;
Liber 5364 Pager 511;
Liber 5364 Pager 514;
Liber 5364 Pager 517;
Liber 5364 Pager 520;
Liber 5364 Pager 523;
Liber 5364 Pager 526;
Liber 5364 Pager 529.
127
128
Agenda Item No. 16
Donnellon, Michael J
From:
Sent:
To:
Cc:
Subject:
Attachments:
Mike,
Kameron McCrary <kameron.mccrary@enbridge.com>
Friday, September 24, 2021 1:30 PM
Donnellon, Michael J; Hall, Jody S
Wells, Susan M; Kenny, Shannon M; Michael Price; Boyd, Mike; Brown, Jeremy
Dwain; Dunleavy, James C; Cook-Maylen, Sarah; Brett Somerfield; Doherty, Bob;
Brian Buck; Shannon Benzer
RE: Oakland Co - Pipe Removal Project
Rose Oaks Park - Rev. Access 003.PNG
Please see the attached exhibit that includes the requested revisions made to the Northern access route.
Typically, damage payments are calculated using the actual footprint of the area that will likely be disturbed. The latest
route is slightly shorter in length than the original access plan. This caused a slight reduction to the original
compensation offer as outlined in my previous email. Understanding the complexity of this project and the constraints
any additional changes can have on the current construction schedule, Enbridge is comfortable proceeding with the
original amount offered to Oakland County on June 29th, 2021. To confirm, Enbridge's agreement to pay this amount
will expedite the approval process and only the revised exhibit will be added to the original Construction License draft?
It is my understanding that no other language changes will be made by Oakland County. If so, please provide an
updated copy of the agreement so that our legal staff can proceed with their review/execution.
Have a great weekend.
Respectfully,
RWP
Advisor, Lands & Right of Way
ENBR/DGE
TEL: 517-985-1203 1 CELL: 517-245-8807
3000 Mt. Pleasant Rd, Stockbridge, MI 49285
enbridae.com
Safety. Integrity. Respect. Inclusion
From: Donnellon, Michael J <donnelIon m@oakgov.com>
Sent: Thursday, September 23, 2021 8:55 AM
To: Kameron McCrary <kameron.mccrary@enbridge.com>; Hall, Jody S <halljs@oakgov.com>
Cc: Wells, Susan M <wellss@oakgov.com>; Kenny, Shannon M <kennys@oakgov.com>; Michael Price
<Mike.Price@enbridge.com>; Boyd, Mike <boydm@oakgov.com>; Brown, Jeremy Dwain <brownjd@oakgov.com>;
Dunleavy, James C <dunleavyj@oakgov.com>; Cook-Maylen, Sarah <maylens@oakgov.com>; Brett Somerfield
<Brett.Somerfield@enbridge.com>; Doherty, Bob <Robert.Doherty@wsp.com>
Subject: [External] RE: Oakland Co - Pipe Removal Project
1
129
EXTERNAL: PLEASE PROCEED WITH CAUTION.
This e-mail has originated from outside of the organization. Do not respond, click on links or open
attachments unless you recognize the sender or know the content is safe.
Kameron,
Can you revise the image this morning to show the northern parcel of Rose Oaks County Park as shown in the attached
image. As a reminder, the route should follow our westerly path/trail as much as possible to minimize disruption and
after confirming lengths in ArcGIS Online with the trail adjustment, both routes are similar in lengths and recommend
that we keep the previous 2,730 linear feet for the agreement calculations.
According to Jody Hall, since Enbridge Energy didn't sign the previous agreement, our approval is not technically an
amendment. Therefore and if you agree to the above calculation adjustment, we would just provide a new Exhibit C for
this agreement.
After approval next week and prior to construction, please provide us with the approved permits from EGLE and USFWS
as well as the restoration plan for the site.
Thanks
Michael J. Donnellon, Jr. LLA, ASLA
Chief of Park Facilities Maintenance & Development
donnelIonm(@oakaov.com
248-343-6290
tiJ -1,
Thank you for supporting Oakland County Parks and Recreation since 1966.
From: Kameron McCrary <kameron.mccrarv@enbridee.com>
Sent: Wednesday, September 22, 2021 7:4S PM
To: Hall, Jody S <hallis@oakRov.com>; Donnellon, Michael J <donnellonm@oakRov.com>
Cc: Wells, Susan M <wellss oakRov.com>; Kenny, Shannon M <kennvs@oakgov.com>; Michael Price
<Mike.Price@enbridRe.com>; Boyd, Mike <bo dm oakgov.com>; Brown, Jeremy Dwain <brownid@oakRov.com>;
Dunleavy, James C <dunleavvi@oakgov.com>; Cook-Maylen, Sarah <mavlens@oakgov.com>
Subject: RE: Oakland Co - Pipe Removal Project
Mike,
Please see the updated illustration below which outlines the revised disturbance for the Oakland Co. Rose Oaks Park
Pipe Removal project stilled planned for October 2021:
130
The access routes (yellow) will be calculated at 20' widths. I have confirmed with our project team that these areas will
be matted and actual disturbance should not exceed the 12' wide mats. The orange areas indicate the requested TWS
as specified by our contractor. The pipeline centerline is depicted in red and is the section that will be cut and
removed. The blue squares illustrate the approximate cutting locations. The parcel boundaries are illustrated in green,
per the county shapefile.
Please see the updated calculations below, which includes the revised access route from Ottieway Ct (yellow):
Access Roads:
1,815' (L) x 20' (W) = 36,300'/43,560 = 0.833 acres
2,578' (L) x 20' (W) = 51,560'/43,560 = 1.18 acres
Total: 2.013 acres
Proposed TWS:
Area A: 0.98 acres
Area B: 0.98 acres
Total: 1.96 acres
Existing Pipeline ROW:
Area A: 300' (L) x 60' (W) = 18,000'/43,560 = 0.413 acres
131
Area B: 265' (L) x 60' (W) = 15,900'/43,560 = 0.365 acres
Total:.778 acres
Summarv:
2.013 ac. (Access) + 1.96 ac. (TWS) = 3.973 acres — 0.778 ac. (Existing ROW) = 3.195 acres
3.195 acres x $5k/per acre = $15,975.00
A brief market analysis has determined similar properties in the area to be valued at $10k/per acre. Enbridge is offering
50% ($5k/per acre) for the affected area, as the additional working rights are only temporary and will expire upon the
completion of the project. All lands disturbed during the work will be restored to a condition, as near as practical, to
that which existed prior to the start of the work.
Should you have any questions concerning this offer, please do not hesitate to contact me directly.
Respectfully,
Kameron T. McCrar RWP
Advisor, Lands & Right of Way
ENBR/DGE
TEL: 517-985-1203 1 CELL: 517-245-8807
3000 Mt. Pleasant Rd, Stockbridge, MI 49285
enbridae.com
Safety. Integrity. Respect. Inclusion
From: Hall, Jody S <hallis@oakFov.com>
Sent: Tuesday, August 24, 2021 2:58 PM
To: Kameron McCrary <kameron.mccrarv@enbridge.com>; Donnellon, Michael J <donnellonm@oakgov.com>
Cc: Wells, Susan M <wellss@oakeov.com>; Kenny, Shannon M <kennvs@oakeov.com>; Michael Price
<Mike.Price @enbridge.com>; Boyd, Mike <bovdm@oakgov.com>; Brown, Jeremy Dwain <brownid@oakgov.com>;
Dunleavy, James C <dunleavvi@oakeov.com>; Cook-Maylen, Sarah <mavlens@oakeov.com>
Subject: [External] RE: Oakland Co - Pipe Removal Project
EXTERNAL: PLEASE PROCEED WITH CAUTION.
This e-mail has originated from outside of the organization. Do not respond, click on links or open
attachments unless you recognize the sender or know the content is safe.
Hi Mike —
The permission from "Oakland County' would be given via the Construction License Agreement. Oakland County and
the Oakland County Parks and Recreation Commission are not separate legal entities.
Jody 0
Jody S.Hall, Assistant Corporation Counsel
Department of Corporation Counsel
1200 N. Telegraph Road, Bldg. 14 East
Courthouse West Wing Extension, V Floor
Pontiac, MI 48341
Phone Number: (248) 858-0555
Fax Number: (248) 858-1003
E-mail: hallisCcDoakciov.com
PRIVILEGED AND CONFIDENTIAL — ATTORNEY CLIENT COMMUNICATION
132
This e-mail is intended only for those persons to whom it is specifically addressed. It is confidential and is protected by the attorney -client
privilege and work product doctrine. This privilege belongs to the County of Oakland, and individual addressees are not authorized to
waive or modify this privilege in anyway. Individuals are advised that any dissemination, reproduction or unauthorized review of this
information by persons other than those listed above may constitute a waiver of this privilege and is therefore prohibited. If you have
received this message in error, please notify the sender immediately. If you have any questions, please contact the Department of
Corporation Counsel at (248) 858-0550. Thank you for your cooperation.
From: Kameron McCrary <kameron.mccrarv@enbridge.com>
Sent: Tuesday, August 24, 2021 9:46 AM
To: Donnellon, Michael J <donnellonm@oakRov.com>
Cc: Hall, Jody S <hallis@oakRov.com>; Wells, Susan M <wellss@oakeov.com>; Kenny, Shannon M
<kennvs@oakRov.com>; Michael Price <Mike.Price@enbridRe.com>; Boyd, Mike <bovdm@oakgov.com>; Brown,
Jeremy Dwain <brownid@oakgov.com>; Dunleavy, James C <dunleavvi@oakgov.com>; Cook-Maylen, Sarah
<mavlens@oakgov.com>
Subject: RE: Oakland Co - Pipe Removal Project
Importance: High
Good morning,
Unfortunately, CSX Railroad has denied Enbridge use of the pre-existing RR crossing located off Buckhorn Lake Road on
the Eastern side of Rose Oaks County Park. This presents a unique challenge for access to the Eastern side of this
property. Most other options require alternative RR crossings or are prevented by existing wetlands as delineated by
our environmental representatives. Enbridge must access this location to successfully cut the pipeline prior to removal
efforts. Our legal staff has stood down on the final execution of the construction license agreement, as acreage
amounts will change once a revised plan is finalized.
An alternative route is currently being vetted from the North, off Ottieway Ct. This route will only impact properties
owned by Consumers Energy and Oakland County, and will certainly be the most feasible now that the preferred option
has been denied. The current plan will be to head East from Ottieway Ct and traverse down the Consumers Energy
ROW. The access will then head South through the Oakland County owned parcels until the path joins up with the
original route that exists on the Western side of the RR crossing.
This proposed alternative is illustrated in blue below. The original route is depicted in white:
This route is only a preliminary alternative and has only been reviewed via desktop. Further field research will need to
be conducted to confirm feasibility. Landowner permission will also need to be granted from both Oakland County and
133
Consumers Energy prior to use. This has been a substantial set -back and is currently threatening the timeline of the
project. Please review the image above and present any feedback or concerns from the perspective of Oakland County.
Respectfully,
rxamuron T. McCrary RWP
Advisor, Lands & Right of Way
ENBRIDGE
TEL: 517-985-1203 1 CELL: 517-245-8807
3000 Mt. Pleasant Rd, Stockbridge, MI 49285
enbridae.com
Safety. Integrity. Respect. Inclusion
From: Kameron McCrary
Sent: Monday, July 26, 2021 11:32 AM
To: Donnellon, Michael J <donnellonm@oak.Rov.com>
Cc: Hall, Jody S <halrs oakgov.com>; Wells, Susan M <wellss oakRov.com>; Kenny, Shannon M
<kennvs@oak.Rov.com>; Michael Price <Mike.Price@enbrid.Re.com>; Boyd, Mike <bovdm@oakgov.com>; Brown,
Jeremy Dwain <brownid@oak.Rov.com>; Dunleavy, James C <dunleavvi@oakgov.com>; Cook-Maylen, Sarah
<mavlens@oakaov.com>
Subject: RE: Oakland Co - Pipe Removal Project
Mike,
Thank you for providing the construction license agreement. I have shared it with our legal staff for final
review/execution. I will return the completed document once received.
I appreciate all of your help throughout the planning of this project.
Respectfully,
Kameron T. McCrary RWP
Advisor, Lands & Right of Way
ENBRIDGE
TEL: 517-985-1203 1 CELL: 517-245-8807
3000 Mt. Pleasant Rd, Stockbridge, MI 49285
enbridae.com
Safety. Integrity. Respect. Inclusion
From: Donnellon, Michael J <donnellonm@a oakeov.com>
Sent: Friday, July 23, 2021 12:50 PM
To: Kameron McCrary <kameron.mccrarv@enbridee.com>
Cc: Hall, Jody S <hallis@oakgov.com>; Wells, Susan M <wellss oakeov.com>; Kenny, Shannon M
<kenn s oakgov.com>; Michael Price <Mike.Price@enbridge.com>; Boyd, Mike <bovdm@oakgov.com>; Brown,
Jeremy Dwain <brownid@oakeov.com>; Dunleavy, James C <dunleavvi@oakeov.com>; Cook-Maylen, Sarah
<mavlens@oakaov.com>
Subject: [External] RE: Oakland Co - Pipe Removal Project
EXTERNAL: PLEASE PROCEED WITH CAUTION.
This e-mail has originated from outside of the organization. Do not respond, click on links or open
attachments unless you recognize the sender or know the content is safe.
134
Kameron,
Attached is the signed copy of the construction license. Please sign, scan and return the electronic copy via email and
the hard copy to our Administration Office, 2800 Watkins Lake Road, Waterford, MI 48348, Attn Mike Donnellon.
Thanks
Michael J. Donnellon, Jr. LLA, ASLA
Chief of Park Facilities Maintenance & Development
donnellonm(@oakgov.com
248-343-6290
Thank you for supporting Oakland County Parks and Recreation since 1966.
From: Kameron McCrary <kameron.mccrarv@enbridge.com>
Sent: Thursday, July 15, 2021 4:34 PM
To: Donnellon, Michael J <donnellonm@oakgov.com>
Cc: Hall, Jody S <hallis@oakgov.com>; Wells, Susan M <wellss@oakgov.com>; Kenny, Shannon M
<kennvs@oakgov.com>; Michael Price <Mike.Price@enbridge.com>; Boyd, Mike <bovdm@oakgov.com>; Brown,
Jeremy Dwain <brownid@oakgov.com>; Dunleavy, James C <dunleavvi@oakgov.com>; Cook-Maylen, Sarah
<mavlens@oakgov.com>
Subject: RE: Oakland Co - Pipe Removal Project
Good afternoon Mike,
Thanks for the update. I will keep an eye out for the agreement. I will be out of the office tomorrow, but will be
returning on Monday.
Respectfully,
Kameron T. McCrary RWP
Advisor, Lands & Right of Way
ENBRIDGE
TEL: 517-985-1203 1 CELL: 517-245-8807
3000 Mt. Pleasant Rd, Stockbridge, MI 49285
enbridoe.com
Safety. Integrity. Respect. Inclusion
From: Donnellon, Michael J <donnellonm@oakgov.com>
Sent: Thursday, July 15, 2021 1:58 PM
To: Kameron McCrary <kameron.mccrarv(@enbridge.com>
Cc: Hall, Jody S <hallis@oakgov.com>; Wells, Susan M <wellss@oakaov.com>; Kenny, Shannon M
<kennvs@oakgov.com>; Michael Price <Mike.Price@enbridge.com>; Boyd, Mike <bovdm@oakgov.com>; Brown,
Jeremy Dwain <brownid@oakgov.com>; Dunleavy, James C <dunleavvi@oakgov.com>; Cook-Maylen, Sarah
<mavlens@oakgov.com>
Subject: [External] RE: Oakland Co - Pipe Removal Project
135
-:IIII"AZrim 1119:[41111111I Q01
This e-mail has originated from outside of the organization. Do not respond, click on links or open
attachments unless you recognize the sender or know the content is safe.
Kameron,
Our Parks Commission approved the construction license last week Wednesday. I will forward the agreement as soon as
I receive it from our Commission.
Thanks
Michael J. Donnellon, Jr. LLA, ASLA
Chief of Park Facilities Maintenance & Development
don nelIon m(o)oakgov.com
248-343-6290
Thank you for supporting Oakland County Parks and Recreation since 1966.
From: Kameron McCrary <kameron.mccrarv@enbridge.com>
Sent: Tuesday, June 29, 2021 5:06 PM
To: Donnellon, Michael J <donnellonm@oakgov.com>
Cc: Hall, Jody S <hallis@oakgov.com>; Wells, Susan M <wellss@oakgov.com>; Kenny, Shannon M
<kennvs@oakgov.com>; Michael Price <Mike.Price@enbridge.com>
Subject: RE: Oakland Co - Pipe Removal Project
Mike,
As requested, please see the illustration below which outlines the planned disturbance for the Oakland Co. Rose Oaks
Park Pipe Removal project planned for October 2021:
136
The access routes (yellow) will be calculated at 20' widths. I have confirmed with our project team that these areas will
be matted and actual disturbance should not exceed the 12' wide mats. The orange areas indicate the requested TWS
as specified by our contractor. The pipeline centerline is depicted in red and is the section that will be cut and
removed. The blue squares illustrate the approximate cutting locations.
Please see the calculations below:
Access Roads:
1,815' (L) x 20' (W) = 36,300'/43,560 = 0.833 acres
2,730' (L) x 20' (W) = 54,600'/43,560 = 1.25 acres
Total: 2.083 acres
Proposed TWS:
Area A: 0.98 acres
Area B: 0.98 acres
Total: 1.96 acres
Existing Pipeline ROW:
Area A: 300' (L) x 60' (W) = 18,000'/43,560 = 0.413 acres
Area B: 265' (L) x 60' (W) = 15,900'/43,560 = 0.365 acres
Total:.778 acres
Summarv:
137
2.083 ac. (Access) + 1.96 ac. (TWS) = 4.043 acres — 0.778 ac. (Existing ROW) = 3.265 acres
3.265 acres x $5k/per acre = $16,325.00
A brief market analysis has determined similar properties in the area to be valued at $10k/per acre. Enbridge is offering
50% ($5k/per acre) for the affected area, as the additional working rights are only temporary and will expire upon the
completion of the project. All lands disturbed during the work will be restored to a condition, as near as practical, to
that which existed prior to the start of the work.
Should you have any questions concerning this offer, please do not hesitate to contact me directly.
Respectfully,
Kameron T. McCraryRWP
Advisor, Lands & Right of Way
ENBR/DGE
TEL: 517-851-6003 1 CELL: 517-245-8807
3000 Mt. Pleasant Rd, Stockbridge, MI 49285
enbridae.com
Safety. Integrity. Respect. Inclusion
From: Donnellon, Michael J <donnellonm@oakgov.com>
Sent: Tuesday, June 29, 2021 11:22 AM
To: Kameron McCrary <kameron.mccrarv@enbridge.com>
Cc: Hall, Jody S <hallis@oakgov.com>; Wells, Susan M <wellss@oakgov.com>; Kenny, Shannon M
<kennvs@oakgov.com>
Subject: [External] RE: Oakland Co - Pipe Removal Project
EXTERNAL: PLEASE PROCEED WITH CAUTION.
This e-mail has originated from outside of the organization. Do not respond, click on links or open
attachments unless you recognize the sender or know the content is safe.
Thanks Kameron
Michael J. Donnellon, Jr. LLA, ASLA
Chief of Park Facilities Maintenance & Development
don nelIon m(o)oakgov.com
248-343-6290
Thank you for supporting Oakland County Parks and Recreation since 1966.
From: Kameron McCrary <kameron.mccrarv@enbridge.com>
Sent: Tuesday, June 29, 2021 10:18 AM
To: Donnellon, Michael J <donnellonm@oakgov.com>
Cc: Hall, Jody S <hallis@oakgov.com>; Wells, Susan M <wellss oakgov.com>; Kenny, Shannon M
<kennvs@oakgov.com>
Subject: RE: Oakland Co - Pipe Removal Project
10
138
Good morning Mike,
I have received all that was needed from our team. I will have an emailed outline of the construction impact as well as
the compensation summary sent to you by COB today. Thank you for your patience.
Respectfully,
Kameron T. McCrar, RWP
Advisor, Lands & Right of Way
ENBR/DGE
TEL: 517-851-6003 1 CELL: 517-245-8807
3000 Mt. Pleasant Rd, Stockbridge, MI 49285
enbridoe.com
Safety. Integrity. Respect. Inclusion
From: Donnellon, Michael J <donnelIon m@oakeov.com>
Sent: Tuesday, June 29, 2021 9:24 AM
To: Kameron McCrary <kameron.mccrarv(@enbridee.com>
Cc: Hall, Jody S <hallis@oakeov.com>; Wells, Susan M <wellss@oakeov.com>; Kenny, Shannon M
<kennvs@oakgov.com>
Subject: [External] RE: Oakland Co - Pipe Removal Project
EXTERNAL: PLEASE PROCEED WITH CAUTION.
This e-mail has originated from outside of the organization. Do not respond, click on links or open
attachments unless you recognize the sender or know the content is safe.
Kameron,
Any update on this? If we don't have anything by the end of the day, I will be pulling the agenda item from our July 71h
Commission Meeting and moving it to August 4tn
Please advise either way today.
Thanks
Michael J. Donnellon, Jr. LLA, ASLA
Chief of Park Facilities Maintenance & Development
don nelIon m(o)oakaov.com
248-343-6290
Thank you for supporting Oakland County Parks and Recreation since 1966.
From: Donnellon, Michael J
Sent: Tuesday, June 22, 2021 7:05 AM
To: Kameron McCrary <kameron.mccrary a@enbridee.com>
Cc: Hall, Jody S <hallis@oakeov.com>; Wells, Susan M <wellss@oakRov.com>
Subject: RE: Oakland Co - Pipe Removal Project
11
139
Kameron,
Any word on this yet? We need to finalize our Commission agenda by Thursday this week in order to place this on the
July 7th Commission Meeting for approval.
Please advise
Michael J. Donnellon, Jr. LLA, ASLA
Chief of Park Facilities Maintenance & Development
don nellonm(o-)oakaov.com
248-343-6290
Thank you for supporting Oakland County Parks and Recreation since 1966.
From: Kameron McCrary <kameron.mccrarv@enbridge.com>
Sent: Tuesday, June 15, 2021 9:06 AM
To: Donnellon, Michael J <donnellonm@oakgov.com>
Subject: Oakland Co - Pipe Removal Project
Good morning Mike,
Thanks for the call. I understand that you will be tied up in meetings this morning so I am following up via email. I
appreciate you taking the time to meet with me last week to discuss the compensation proposal and affected area for
the Line 6B removal project in Rose Oaks Park. As discussed, new information was distributed just prior to our meeting
and I needed to verify that no major changes had been made. I have confirmed such, and it appears that no substantial
changes were made to the proposed temporary work space areas. After our meeting, I sent an email detailing all of the
labeled areas and acreage for confirmation to our project management and contractors. I have followed up again this
morning and expect to receive a response very soon. Once I receive their approval, I will draft an email for you outlining
much of the same information and compensation offer amount like we discussed last Tuesday.
Respectfully,
Kameron T. McCrary RWP
Advisor, Lands & Right of Way
ENBR/DGE
TEL: 517-851-6003 1 CELL: 517-245-8807
3000 Mt. Pleasant Rd, Stockbridge, MI 49285
enbridoe.com
Safety. Integrity. Respect. Inclusion
12
140
Oakland Countv Parks and Recreation Commission Aqenda Item Memo
Agenda #: 17
Department: Planning & Resource Development
From: Melissa Prowse, Supervisor — Planning & Resource Development
Subject: Motion — Approval of County -Wide Survey Request for Proposals
INTRODUCTION AND HISTORY
Public engagement that reflects the recreational behaviors and needs of all Oakland County residents is a
necessary component of OCPR's planning efforts both at the organizational and park level. OCPR commissioned
Community Needs Assessment surveys of Oakland County residents in 2006, 2008, 2010 and 2017. This survey
and its results are statistically significant, meaning for Oakland County's population at least 600 survey responses
are received. Information from the surveys has been used to guide development of OCPR's Five -Year Parks and
Recreation Master Plans (2008-2012, 2013-2017, and 2018-2022) and millage renewal campaigns (2010 and
2020). Surveys prior to 2017 were conducted solely by telephone; beginning in 2017 the survey offers multiple
response options, including online and by mail.
The Community Needs Assessment Survey asks questions in the following areas.
■ Facilities and amenities visited, including frequency of use and analysis of OCPR park users v. non -users
■ Park availability within the county, including potential barriers to park use
■ Program participation
■ Recreational need
■ Support for improvements, repairs, preservation, and acquisition
■ Value and voting millage proposal likelihood
■ Demographics, including analysis of use among different races, ethnicities, and socio-economic groups
■ Beginning with the 2021 survey, we propose to add questions regarding environmental sustainability
Timing:
OCPRC's 5-Year Parks and Recreation Master Plan expires on December 31, 2022. A current Recreation Master
Plan is needed to be eligible for state and certain federal grants. The Community Needs Assessment Survey is the
foundation for the development of the updated plan. Staff recommends having the survey results in hand before
March 1, 2022, so we have sufficient time for plan development and Commission Review before the submission
deadline. The new Rec Plan must be submitted to the Michigan Department of Natural Resources before March 1,
2023.
ATTACHMENTS
A. Community Needs Assessment Survey Request for Proposals
B. Recreation Master Plan 2023-2027 Commission Benchmarks
C. 2017 Communitv Needs Assessment Survev (link)
STAFF RECOMMENDATION
Staff recommends the Commission approve the proposed RFP for the 2022 OCPR Needs Assessment
Survey and direct staff to review bids and bring a recommendation back to the Commission in
December 2021.
MOTION
Move to approve the proposed RFP for the 2022 OCPR Needs Assessment Survey and direct
staff to review bids and bring a recommendation back to the Commission in December 2021.
141
Attachment "B"
Request for Proposal for Community Needs Assessment Survey
SECTION I — GENERAL INFORMATION
1. PURPOSE
a. Qualified proposals are being sought by Oakland County Purchasing, on behalf of Oakland
County Parks and Recreation Commission (OCPRC) to collect input from Oakland County
residents on unmet recreational needs and priorities that will help shape OCPRC's mission,
vision and strategic goals and objectives and the staff action plans that implement those
strategies.
2. HISTORICAL PERSPECTIVE
a. The Oakland County Parks and Recreation Commission (OCPRC) invite the public and
stakeholders to contribute to the organizational and park planning and consider public and
stakeholder input in the decisions they make. Staff is committed to providing participants with
the information they need to participate and communicating back to them how their input has
affected decisions.
b. OCPRC commissioned surveys of Oakland County residents in 2006, 2008, 2010, and 2017.
Information from the surveys were used to guide development of OCPRC's Five -Year Parks and
Recreation Master Plans and millage renewal campaigns (2010 and 2020).
c. OCPRC has developed a comprehensive park planning and public engagement program that
incorporates survey results for individual parks as well as national and regional recreational
surveys.
3. PROBLEM STATEMENT
a. Initial Scope of Work
i. Survey Design
(1) Allow for comparison with past results and longitudinal analysis
(2) Align with current public engagement strategies including park user surveys
(3) Identify users and non -users of OCPRC parks
(4) Identify socio-economic status of respondents
(S) Identify race and ethnicity of respondents
142
(6) Address frequency of use
(7) Address barriers to recreation
(8) Address environmental sustainability of the park system and its importance to users
(9) Use survey methods that are appropriate to the target population and to achieve
sufficient sample size
ii. Survey Sample Size
(1) Is a representative sample across Oakland County
(2) Has sufficient sample size to compare quadrants
(3) Has sufficient sample size to analyze users and non -users as separate samples
(4) Has sufficient sample size to analyze use among different races and ethnicities
(5) Has sufficient sample size to analyze use among different socio-economic levels
iii. Survey Analysis
(1) Summary data report in electronic format
(2) Data in spreadsheet format for further analysis by OCPRC
b. REMOVE —WE'LL DO THIS IN HOUSE. Additional Scope Items
i. The following items are to be considered and discussed during survey design and analysis,
but may not move forward due to budget implications
(1) Targeted public engagement based on survey results
4. COORDINATION AND SCHEDULING
a. The Countywide Survey is a requirement of OCPRC's preparation of the Parks and Recreation 5-
Year Master Plan. The current plan expires on December 31, 2022 and preparation of the new
Rec Plan is already underway. The results of the Countywide Survey are part of the critical
foundation for OCPRC's review of mission and goals and development of a Strategic Action Plan
for 2023-2027. Completion of the Countywide Survey results before March 1, 2022 is important.
5. RFP— KEY DATES & INFORMATION
a. All RFP questions MUST be submitted to Andy Krumwiede in writing at
krumwiedea@oakaov.com
b. Proposed RFP procurement schedule:
i. RFP released through OC Purchasing on MITN: February 9, 2017
ii. Vendor Questions Due: February 15, 2017
iii. Bid Addendum posted: February 17, 2017
iv. Proposals due to OC Purchasing: February 23, 2017
v. Vendor Interviews March 3, 2017
vi. Recommendation to Award Contract: April Commission, 2017
143
6. PROPOSED TIMELINE:
a. Bidding and Procurement
b. Contract Award
i. Requires OCPR Commission Approval
c. Project Start
d. Project End
October -November 2021
December 2021
December 2021
February 2022
SECTION II — INFORMATION REQUIRED
To be considered, prospective vendors must submit a complete response. Each proposal must be
submitted with one (1) notated original and three (3) additional copies for a total of four (4) copies to
Oakland County Purchasing. The original must be easily scannable — be bound by a binding clip only,
printed on one side, contain no page dividers, and not on glossy or heavy paper. Extra copies are for the
evaluators and can be presented in bindings and on paper however the bidder chooses. Proposals
should be prepared simply and economically, providing a straight forward, concise description of the
vendor's ability to meet the scope of work. Emphasis should be on the completeness and clarity of
content.
Proposals shall address each of the numbered and lettered areas below. To provide the evaluation
committee with a uniform review format, vendors must build their proposals in a format that is in
response to the following numbered statements. Vendors must number and letter their responses
corresponding to the statements below. Failure to follow the vendor response format could result in a
rejection of your proposal.
1. COVER LETTER/BUSINESS ORGANIZATION
a. Submit a cover letter introducing your firm/organization and project lead, brief
understanding of the project, and brief description of your qualifications. Conclude the
letter by stating the full name and address of your organization and any partnering firm.
Indicate state of incorporation and license to operate.
2. STATEMENT OF THE PROBLEM
a. State your understanding of the problem, as presented.
b. Acknowledge receipt of any or all addendum(s) issued by Oakland County Purchasing.
3. APPROACH
a. Provide narrative on project approach, research and stakeholder input as provided in
the planning review.
4. WORK PLAN
a. Provide a work plan/schedule indicating various tasks, major benchmark and key
elements that may be dependent and affect other task and timelines.
5. PRIOR EXPERIENCE/REFERENCES
a. Provide a minimum of 3 references from similar projects within the last 10 years and
description of related experience.
6. CAPABILITY AND QUALIFICATIONS
144
a. As it relates to the problem statement, provide staff resumes, certifications and
professional licenses that indicate the education, experience and training of the persons
to be assigned to this project.
7. ADDITIONAL INFORMATION
a. Include any other information that is believed to be pertinent but not specifically asked
for elsewhere.
SECTION III — CRITERIA FOR SELECTION
1. Selection Process
a. The intent of this process is to determine the most qualified company to perform a
parks and recreation survey of Oakland County residents.
b. The evaluation committee will review and score written proposals. At a minimum, the
top three scoring proposals will be short listed for oral presentations.
c. Oral presentations (Interviews) will be scheduled upon the recommendation of the
evaluation committee through Oakland County Purchasing. Oral presentations will be
scored with by a tool developed before the presentations and in the same process used
to score written proposals.
2. Evaluation Criteria
a. COVER LETTER/BUSINESS ORGANIZATION
b. STATEMENT OF PROBLEM
c. APPROACH
d. WORK PLAN
e. PRIOR EXPERIENCE/REFERENCES
f. CAPABILITY AND QUALIFICATIONS
SECTION IV —ADDITIONAL INFORMATION
8. ADDITIONAL INFORMATION
a. The following information will provide additional insight into the preliminary design of
this project. All documents are available at the OCPRC Planning Pages at
htti3s://www.oakRov.com/parks/jzetinvolved/Pages/Plannina.asijx
i. OCPRC 5-Year Parks and Recreation Master Plan 2018-2022
ii. OCPRC 2017 Community Needs Assessment Survey
iii. Annual Dashboard and Data Book FY2020
145
Recreation Plan Component
2021 Community Needs
Assessment Survey ("Survey")
Strategic Action Plan 2018-2022
Strategic Action Plan 2023-2027
Park Plans 2023-2027
30-Day Public Comment
Complete Rec Plan 2023-2027
Parks Commission Benchmarks
Approval of RFP
Approval of staff recommendation to award contract
Review survey results
Review draft report
Review of preliminary updates
Review of updates based on Survey
Staff and Commission work sessions
Review of preliminary updates
Review of updates based on Survey
Staff and Commission work sessions
Approval to launch public comment period
Staff conducts 30-day public comment
Staff incorporates results of public comment into Rec Plan
Concept approval of full draft
Review of full draft with public comment incorporated
Public hearing
Final approval and recommendation to BOC
Staff submits to BOC for approval
Staff submits to DNR for approval
Month and
Year
Oct 2021
Dec 2021
Mar 2022
Nov 2021
Dec 2021
April 2022
April -May 2022
Jan 2022
May 2022
May -Jun 2022
Sept 2022
Oct 2022
Nov 2022
Sept 2022
Dec 2022
Jan 2023
Jan 2023
Jan 2023
Feb 2023
146
Oakland Countv Parks and Recreation Commission Agenda Item Memo
Agenda #: 18
Department: Planning & Resource Development
From: Melissa Prowse, Supervisor — Planning & Resource Development
Subject: Motion — Approval of Waterford Oaks Waterpark Public Engagement Plan
INTRODUCTION AND HISTORY
Staff and the Commission have been discussing the future of the Waterford Oaks Waterpark for several
years. At the April 2021 Parks Commission meeting, a motion was made to receive and file the Fiscal
Sustainability Committee's recommendation for Waterford Oaks Waterpark. The motion approved the
work needed to ensure a safe 2021 season, and for staff to continue to evaluate and assess the facility,
with public input, to determine the future of the facility. The Waterford Oaks Waterpark did not open in
2020 (due to the pandemic) or 2021 (due to staffing shortages).
Staff have developed the attached Public Engagement Plan to gather public input over the course of
the fall. The Public Engagement Plan contains both online and e-mail-based communication to
residents and park visitors to gather feedback digitally. An initial stakeholder list can be found in the
Public Engagement Plan.
The survey will focus on overall experiences that people are looking for to help guide staff and the
Commission to develop a plan that best meets the needs of residents who use this facility, while also
developing amenities that are fiscally responsible and operationally sustainable. The visioning survey
is scheduled to run from October 15 — November 15. Staff will then analyze the data and bring a report
to the Commission in January (see survey timeline in attached Public Engagement Plan).
STAFF RECOMMENDATION
Staff recommends the Commission approve the Public Engagement Plan for Waterford Oaks
Waterpark and direct staff to move forward with the online Visioning Survey.
ATTACHMENTS
• Waterford Oaks Waterpark Public Engagement Plan
• Waterford Oaks Waterpark Visioning Survey
MOTION
Move to approve the Public Engagement Plan for Waterford Oaks Waterpark and direct staff to
move forward with the online Visioning Survey.
147
PUBLIC ENGAGEMENT METHOD — Online Surveys
The proposed method is a survey conducted online. The waterpark was closed in 2020 due to COVID-19
restrictions and in 2021 due to unavailability of lifeguard staff; therefore, on -site surveys will not be
conducted. The online survey will focus on "what is important to you?" type questions that will help
guide decisions moving forward. We will run the online survey for 30 days.
PURPOSE
The OCPR Fiscal Sustainability Committee recommends consideration of an updated and more
sustainable concept for the Waterford Oaks waterpark area that is integrated into the overall vision for
Waterford Oaks. The Committee has reviewed multiple alternatives for the future of the Waterford
Oaks Waterpark, and the costs and benefits of each. The goal will be to re -imagine the future of
Waterford Oaks waterpark guided by public engagement and based on knowledge of existing conditions
and the costs associated with correcting issues and/or adding recreational features. The public
engagement will focus on future opportunities at the waterpark location, not on what new waterpark
features/upgrades people would like to see, as this would be misleading.
PROJECT NARRATIVE SUMMARY
After 43 years of operation, Waterford Oaks Waterpark's buildings, recreational features, and
underground infrastructure have deteriorated with time and are outdated. The quantity of recreational
opportunities has declined as features reach the end of their useful lives (as indicated by results of
structural inspections) and are removed and not replaced'. Operationally, there has been a consistent
difficulty in maintaining enough staff to keep the park open for the entire season. These factors have
resulted in significant declines in attendance and revenue. The Oakland County Parks and Recreation
Commission is seeking input from the public and waterpark users that will help guide the re -imagination
of this area of Waterford Oaks as an up-to-date facility that provides new recreational facilities that
meet the needs of Oakland County residents in a fiscally and operationally efficient manner.
PRE -SURVEY
October 4 — 14, 2021
o Prepare social media and stakeholder outreach
October 6, 2021
o Present PEP and Survey tool to Commission
SURVEY
■ October 15, 2021
o OCPR website posting of summary, graphics/drawings and link to online survey
o Social media announcements with full information and links
o Email information and links to Communication List
' Results of the 2021 Facility Condition Assessment are posted online:
htti)s://www.oakRov.com/parks/fzetinvolved/Pafzes/Planninfz.asi)x
148
■ November 1, 2021
o Email reminder to Communication List
o Social media reminders
■ November 15, 2021
o Close online survey
POST -SURVEY
■ December 15, 2021
o Final report from survey results posted on website
■ January 6, 2022
o Final report reviewed by OCPR Commission
■ January 15, 2023
o Email to Communication List directing them to the report
COMMUNICATION LIST
• Oakland County Parks and Rec Commission - Shannon Kenny to forward to Commission
members with note from staff
• Oakland County Board of Commissioners — Melissa to craft e-mail to send to Board staff to
circulate to county commissioners — they can forward to their constituents
• Waterford Township officials — possibly use Waterford Township social media
• WWP Facebook Page
• OCPR Waterpark e-mail list subscribers
• Media contacts —Oakland County Moms, Oakland Press, Oakland County Times, etc.
• Cities, Villages and Township's e-mail contact list
149
6/24/2021 Waterford Oaks Waterpark Visioning Survey
Waterford Oaks Waterpark Visioning
Survey
Thank you for your interest in the future of Waterford Oaks! As you may know, the
Waterpark facility at Waterford Oaks has been in need of either improvements, or a
potential new vision and purpose for the past 5+ years. Costs to operate the waterpark
have outpaced the revenue we are able to generate, and due to the nationwide lifeguard
shortage, finding staff has been a challenge. In order to be fiscally responsible while still
providing great services to our county residents, we have decided to re -vision the area
that is currently Waterford Oaks Waterpark. The goal will be to create a sustainable,
family -friendly, unique and engaging outdoor area that Oakland County families can
continue to enjoy, while making new memories that will last a lifetime.
We greatly value your feedback and thank you for sharing your thoughts with us!
In the past 3 years, how often have you visited Waterford Oaks
Waterpark?
One or two times
Three to five times
More than 5 times
I haven't been to Waterford Oaks Waterpark in the past 3 years
https://ocpa rks.survey.fm/wate rford-oaks-waterpa rk-vis ion i ng-survey
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Waterford Oaks Waterpark Visioning Survey
In the past 3 years have you visited any other areas of Waterford
Oaks County Park besides the Waterpark? (Check all that apply)
Paradise Peninsula Playground
Picnic Shelters or Tents
Park Trails
Sledding Hill
Platform Tennis
BMX Track
Outdoor Fitness Station
Volleyball Courts
In the past 3 years, how often have you visited RED OAKS
Waterpark in Madison Heights?
One or two times
Three to five times
More than 5 times
I haven't been to Red Oaks Waterpark in the past 3 years
What are the reasons you visit Waterford Oaks Waterpark? (check
all that apply)
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6/24/2021 Waterford Oaks Waterpark Visioning Survey
Spend time with family and friends
Cook out/picnic
Enjoy being outdoors
Swim in the wave pool
Spend time with little ones in the kids water playground
To beat the summer heat
I don't visit Waterford Oaks Waterpark
Other:
Thinking about the potential future of Waterford Oaks, how would
you rank the following opportunties/experiences??
Having place to grill/picnic
Very Important
Important
Somewhat Important
Not Important
Having a water feature for kids 0-5
Very Important
Important
Somewhat Important
Not Important
Having a water feature for kids 5-12
Very Important
Important
Somewhat Important
Not Important
Having a water feature for kids and adults age 12+
Very Important
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Waterford Oaks Waterpark Visioning Survey
Important
Somewhat Important
Not Important
Having shady places to gather with friends and family
Very Important
Important
Somewhat Important
Not Important
Educational and interpretive opportunities
Very Important
Important
Somewhat Important
Not Important
Picnic tables
Very Important
Important
Somewhat Important
Not Important
Benches
Very Important
Important
Somewhat Important
Not Important
Pavilions for rent for larger gatherings
Very Important
Important
Somewhat Important
Not Important
Having zero -depth water features (no standing water)
Very Important
Important
Somewhat Important
Not Important
Clean and accessible family restrooms
Very Important
Important
Somewhat Important
Not Important
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6/24/2021
Waterford Oaks Waterpark Visioning Survey
Drinking fountains
Very Important
Important
Somewhat Important
Not Important
Spray features or "misters"
Very Important
Important
Somewhat Important
Not Important
What are your favorite parts of Waterford Oaks Waterpark's Kids
Water Playground? (Check all that apply)
The big bucket
Large tube/tunnel Slides
Waterfalls to run under
Interactive features (kids can turn water on and off)
Swings in the water
Play components to climb on
Smaller/uncovered toddler slides
Lounge chairs around the play area
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Waterford Oaks Waterpark Visioning Survey
When you visit Waterford Oaks (or another waterpark), who is
typically in your party? (Check all that apply)
Kids 0-3
Kids 4-8
Kids 9-12
Kids 13-17
Adults 18-30
Adults 31-45
Adults 46-62
Seniors 63+
Please enter your home zip code.
CONTINUE
https://ocparks.survey.fm/waterford-oaks-waterpark-visioning-survey 15k/6
Oakland Countv Parks and Recreation Commission Aqenda Item Memo
Agenda #: 19
Department: Park Operations
From: Thomas J. Hughes, Chief of Parks Operations — South District
Subject: FY 2022 Proposed Golf Cart Purchase - (Glen Oaks, Lyon Oaks, Red Oaks,
Springfield Oaks, White Lake Oaks)
INTRODUCTION AND HISTORY
Oakland County Parks and Recreation (OCPR) has historically purchased and not leased the golf cart fleet at all
five golf courses - Glen Oaks, Lyon Oaks, Red Oaks, Springfield Oaks, and White Lake Oaks. The fleet consists
of 341 total golf carts, 264 electric carts and 77 gas carts. The golf cart fleet at the OCPR golf courses is a main
part of the golf operations and providing a quality, reliable golf cart fleet is important for the user experience as
well as being a source of revenue. Golf carts have generated combines annual revenues over $1,000,000 at the
five golf courses for the last 4 seasons and with the increase in rates this year, over $1,300,000 in 2021.
The golf carts at each course are on a five-year replacement cycle and the carts at Lyon Oaks and Springfield
Oaks are now five years old. Golf carts are replaced after five years because the repair costs to keep them
operational increase significantly due to the carts no longer being covered under warranty, basic parts start to fail
due to normal wear, and batteries need to be replaced. Battery replacement is over $1,000 per cart for the
existing cart fleet of electric golf carts. The replacement of the golf cart fleet was originally budgeted to be over 2
years, with 157 carts to be replaced in 2022 (80 for Lyon Oaks and 77 for Springfield Oaks) that were originally
purchased in 2017 and the remaining 184 golf carts (80 for Glen Oaks, 31 for Red Oaks and 73 for White Lake
Oaks) that were originally purchased in 2018 would be replaced in 2023.
OCPR staff worked with Oakland County Purchasing for the bid process for the purchase of the golf carts.
Because the carts were budgeted to be replaced over two seasons, a two-year contract was specified as part of
the bid to keep the same brand and vendor for all courses. There were two companies that submitted bids for the
golf carts, Midwest Golf and Turf in Commerce Twp, MI, which submitted bids for Club Car golf carts and Textron.
Inc. of Augusta, GA, which submitted bids for EZGO golf carts. Midwest Golf and Turf was the low bidder for the
golf carts with a bid of $250,642.30 in 2022 and $420,218.48 in 2023 for a total of $670,860.78. When reviewing
the bids with Purchasing, it was identified that there could be a significant savings if the golf carts were purchased
in one year instead of over two years. The total expense for all carts purchased in one year would be
$586,059.50, which is a savings of $84,801.28 from the two-year total purchase amount. With 184 of the existing
carts being out of warranty for the next season, an additional $15,000 to $20,000 of savings would be anticipated
for cart repairs and battery replacements. If all carts were purchased this year, the lower purchase price and
savings in repair expenses and labor would save OCPR over $100,000 over the next two years. There is
$450,000 budgeted for the purchase of the 157 golf carts in the FY2022 Expendable Equipment Line Item
#750154. To fund the purchase of all 341 golf carts in FY2022, the remaining $136,059.50 would be funded from
Unrestricted Net Assets. Funding of $450,000 would no longer be needed for golf cart replacement in FY2023.
Bid Results
Two -Year Purchase
2022
Bidder
Midwest Golf and Turf Textron, Inc.
Commerce Twp, Michigan Augusta, GA
$250,642.30 $425,025.00
(80) Electric Club Car Tempo Golf Carts (80) Electric EZGO RXV Golf Carts
(77) Gasoline Club Car Tempo Golf Carts (77) Gasoline EZGO RXV Golf Carts
156
2023
RirAr nr
Midwest Golf and Turf
Commerce Twp, Michigan
$420,218.48
(184) Electric Club Car Tempo Golf Carts
One -Year Purchase
2022
Bidder
Midwest Golf and Turf
Commerce Twp, Michigan
$586,059.50
(264) Electric Club Car Tempo Golf Carts
(77) Gasoline Club Car Tempo Golf Carts
One -Year Purchase Breakdown
Textron, Inc.
Augusta, GA
$696,830.00
(184) Electric EZGO RXV Golf Carts
Textron, Inc.
Augusta, GA
$1,121,855.00
(264) Electric EZGO RXV Golf Carts
(77) Gasoline EZGO RXV Golf Carts
Facilitv
Model
# Carts
Price
Trade in
Glen Oaks
Club Car
80
Tempo
$365,464.00
$224,000.00
Lyon Oaks
Club Car
80
Tempo
$365,464.00
$224,000.00
Red Oaks
Club Car
31
Tempo
$141,617.30
$76,750.00
Springfield
Club Car
77
Oaks
Tempo
$374,828.30
$265,650.00
White Lake
Club Car
73
Oaks
Tempo
$333,485.90
$204,400.00
2022 PURCHASE TOTAL
341
$1,580,859.50
$994,800.00
STAFF RECOMMENDATION
Total
Expense
$141,464.00
$141,464.00
$64,867.30
$109,178.30
$129,085.90
$586,059.50
Staff recommends purchasing the entire golf cart fleet (341 golf carts) for all five golf courses in FY2022
from the low bidder Midwest Golf and Turf for the amount $586,059.50. The purchase will be funded by
the $450,000 budgeted in FY2022 for golf cart replacement with the remaining amount of $136,059.50
funded from Unrestricted Net Assets.
MOTION
Move to approve the purchase of the Oakland County Parks and Recreation golf cart fleet of 341
Club Car Tempo golf carts from the low bidder Midwest Golf and Turf of Commerce Twp., MI for
the amount $586,059.50, utilizing budgeted funds of $450,000 in the FY2022 Expendable
Equipment Line Item #750154 with the remaining amount of $136,059 funded from Unrestricted
Net Assets.
Move to amend the FY2022 operating budget below:
157
Cost
Center ❑eriartment Program Account
PUB 5060666 160666 796500 Budgeted Equity Adjustments
WLG 5060326 160010 750154 Expendable Equipment
GLG 5060327 160010 750154 Expendable Equipment
RUG 5060328 160010 750154 Expendable Equipment
SPG 5060330 160010 750154 Expendable Equipment
LYP 5060356 160010 750154 Expendable Equipment
Unrestricted Net Position:
Unrestricted Net Position as of August 31, 2021
2022 Golf Cart Purchase
Revised Unrestricted Net Position
FY2022
FY2022
FY2022
Adorned Budget
Amendment
Revised Budizet
$
1,926,081
$ (136,059)
$
1,790,022
$
225,000
$ (95,914)
$
129,086
$
$ 141,464
$
141,464
$
-
$ 64,867
$
64,867
$
$ 109,178
$
109,178
$
225,000
$ (83,536)
$
141,464
$
2,376,081
$ -
$
2,376,081
$26,159,397
$ (136,059)
$ 26,023,338
158
Oakland County Parks and Recreation Commission Aqenda Item Memo
Agenda #: 21
Department: Administration
From: James Dunleavy, Chief of Park Operations -North District
Subject: Motion -To Approve Temporary Liquor License for Drew's Home of Clarkston
INTRODUCTION AND HISTORY
Staff is very excited to be working Drew's Home of Clarkston. They are planning to hold a Concert at
Springfield Oaks County Park on November 6, 2021, from 6 pm to 10 pm. We have recently received a
request from Drew's Home of Clarkston to serve Alcohol at their event. Drew's Home of Clarkston is a
501(c) (3) non-profit committed to enhancing a safe, accessible, and comfortable community residence.
Located in downtown Clarkston, the residence currently houses nine adult males with wide range
disabilities.
STAFF RECOMMENDATION
Staff recommends the Commission approve the temporary liquor license for Drew's Home of Clarkston
to sell alcohol during a concert at Springfield Oaks County Park November 6, 2021.
ATTACHMENTS
1. Request letter from Drew's Home of Clarkston.
MOTION
Move to approve the temporary liquor license for Drew's Home of Clarkston to sell alcohol
during a Concert at Springfield Oaks County Park November 6, 2021.
159
9
Ns
of
Clarkston
September 20, 2021
To Whom It May Concern:
On behalf of Drew's Home of Clarkston, I am writing to ask permission
of the Oakland County Commissioners to sell alcohol at a fundraising
event to be held at the Activity Center at Springfield Oaks. Dave Bennett
has agreed to perform a concert for an audience of 300 people with
dancing included.
Pursuant to the Oakland County Parks and Recreation Commission
Rules, Drew's Home of Clarkston would like to request permission to sell
alcohol on Commission property (Springfield Oaks Activity Center) on
November 6, 2021 from 6 pm to 10 pm as part of a fundraising event.
Drew's Home of Clarkston is a 501c3 non-profit committed to enhancing
a safe, accessible, and comfortable community residence. Located in
downtown Clarkston, the residence currently houses nine adult males
with a wide range of disabilities. Please visit our website
"drewshomeclarkston.org" to see an ongoing visual of rehab activities.
I speak for the entire group when I say that we are grateful for the
Oakland County parks system for their ongoing support of our
community.
Sincerely,
Donna Clancy, Co -Chair
Tax ID # 47-2853625 • 6433 Waldon Rd. • Clarkston, MI 48346 • drewshomeclarkston.org
160
OAKLAND COUNTY PARKS
EXECUTIVE OFFICER'S REPORT
OCTOBER 6, 2021
• Upcoming OCPR Commission Meeting and OCPRC Executive Committee Meeting Dates:
At this point, the next OCPR Commission meeting will be Wednesdav, November 3, 2021 at 1:00 p.m.
at the Parks and Recreation Activitv Center, 2800 Watkins Lake Rd, Waterford, MI 48328.
The next OCPRC Executive Committee meeting is scheduled on Mondav, October 18, 2021 at
1:00 o.m. This will be a teleconference meeting.
• OCPR Upcoming Events: See Attached List
• Communications and Marketing: Attached to this report is a Communications and Marketing and
Marketing Media Report on Oakland County Parks and Recreation from Desiree Stanfield, Supervisor —
Marketing and Communications.
• Golf Update: Please see attached Golf Revenue and Starts Comparison for FY2019, FY2020 and FY
2021 thru August 31, 2021.
• The National Recreation and Park Association will feature a video the Communications and Marketing
Unit created to highlight in its 2021 Annual Report. Four videos were developed featuring staff talking
about why they like working for the parks system for "July is Park and Recreation Month". The video will
be embedded in the digital version and provide a link in the print version.
• Millage Initiatives Update. At the September meeting it was requested for staff to provide an update on
how much has been spent to -date on the new millage initiatives. As we are still ramping up most of
these initiatives, very little millage funding has been expended to date on the new initiatives. The grant
programs have $1.2M budgeted for FY2022, so no funding has been spent yet on those programs. The
CISMA has spent approximately $60,000 in 2021 for community treatment projects. The remainder of
the funding for CISMA for FY2021 will be rolled into FY2022. The Commission allocated $200,000 in
FY2021 for "increased programmatic outreach." In 2022 this funding is proposed to be spent on a new
stage and new adaptive recreational equipment. In FY2021 OCPR did expend $18,000 for a new
outdoor movie screen and transmitter, allowing staff to put on "Drive -In Movies" which have become
very popular. The last millage initiative is the Free Annual Vehicle Permit (AVP) program. This program
does not require any expenditures, but rather provides free passes to seniors, military and veterans,
and persons with permanent disabilities. More than 7,000 Free AVPs were distributed through this
program in FY2021.
Land Acquisition Strategy. At the September meeting staff were asked to provide additional information
on the park system's land acquisition strategy. The current goal of the park system is to increase parks
and recreation land and increase recreational access. The Turtle Woods acquisition will increase
access by creating an accessible, well -managed and heavily promoted county park in southeast
Oakland County (from a largely unknown school district -owned property that is functioning somewhat as
a community preserve but is not officially a park and is not well -utilized). The park system typically has
not stepped in to help local communities operate their parks, but in FY2022 will be rolling out two new
161
grant programs that will provide local community support (cash grants) for trails and park development
projects across Oakland County. Regarding land acquisition strategy, the following is from OCPR's 5-
Year Parks and Recreation Master Plan:
Priorities for Acquirinq Propertv and Increasinq Access
1. The property acquisition focus is on areas adjacent to existing parks that would expand natural
resources protection, natural resource management, trail connectivity, green infrastructure
connectivity, and access to an existing park.
2. Increasing recreational access in more urbanized parts of Oakland County is a priority for OCPR.
However, property for acquisition in these areas may be unavailable or unfeasible. Therefore,
OCPR is employing innovative methods to increase park and recreation land, including leases,
management agreements and conservation easements, and continues to expand recreation
partnerships (programmatic) with local communities.
3. The Property Acquisition and Management (PAM) work group oversees property acquisition and
management activities and is a collaboration of multiple Oakland county departments: Parks &
Recreation, Facilities, and Corporation Counsel. PAM is facilitated by Planning and Resource
Development (PRD) staff.
162
Active Adults
October 14 Fireside Chat -Historical Presentation -Waterford Oaks
Adaptive Recreation
October 23 Paralyzed Vets of Michigan Fall Event -Independence Oaks
October 24 Disability Dirt Day -Holly Oaks ORV
Addison Oaks
October 8-9
Boo Bash Weekend
October 15-16
Boo Bash Weekend
October 21-24
Equestrian Camping Event (in partnership with AOTR)
Archery n, Independence Oaks
Weds -Fri Open Archery thru October 151h
October 9 Archery at Boo Bash -Addison Oaks
October 16 Archery at Boo Bash II -Addison Oaks
Nature/Intervretive Programs
Fieldtrips & Birthday Parties
October 2
Deen's 61h Birthday Party — Red Oaks Nature Center
October 9
Brownies Fieldtrip — Red Oaks Nature Center
October 10
Posey's Birthday Party — Red Oaks Nature Center
October 19
Girl Scouts Fieldtrip — Wint Nature Center
October 19
Cub Scouts Fieldtrip — Red Oaks Nature Center
Homeschool Series
October 14 Nature Artists — Red Oaks Nature Center
October 19 Nature Artists — Wint Nature Center
Outreach
October 9 Addison Oaks Campground — Wint Nature Center
October 16 Addison Oaks Campground — Wint Nature Center
Public Interpretive Programs
October 1
Morning Munchkins — Red Oaks Nature Center
October 8
Trail Hikes by Appointment — Wint Nature Center
October 8
Puddle Jumpers — Wint Nature Center
October 9
Trail Hikes by Appointment — Wint Nature Center
October 15
Trails Hikes by Appointment — Red Oaks Nature Center
October 16
Trails Hikes by Appointment — Red Oaks Nature Center
October 22
Cryptid Hike — Wint Nature Center
October 23
Leaves of Change — Red Oaks Nature Center
October 30
Eye of Newt & Tail of Dog — Wint Nature Center
163
Virtual Series & Self Led
October 3 Bug These Plants! — Red Oaks Nature Center
Mobile Recreation
October 1 Stage: 100th Anniversary Porter's Orchard
October 1 Stage: Oak Park P and R BBQ Battle Oak Park Social
October 2
Climbing Tower: Ferndale Community Pride
October 5
Climbing Tower, Archery, & Jumbo Games: Farmington Hills Hay Day
October 8
Stage: American Cancer Society Making Strides Detroit Hart Plaza
October 9
Stage: OCPRC - Campground Car Show Groveland ORV
October 9
Festival Package: OCPRC - Addison Oaks Event
October 9
Stage: Ortonville Downtown Witches Night Out Citizen Newspaper
October 9
Bus: Wedding Shuttle Addison Oaks
October 15
Carnival Package: Orion Twp. P & R Boo Bash Orion Center
October 16
Festival Package: OCPRC - Addison Oaks Event
October 22
Stage: American Cancer Society Macomb Oakland Rochester Municipal Park
October 27
Bus: Waterford Parks & Rec Meadowbrook Trip
October 27
Climbing Tower, Tents, & Stage OC Sheriffs Dept Angel's Fun Fest
October 29
Stage: Notre Dame Prep Football Game
Oakland Countv Farmer's Market
October 10 Arts & Crafts Show
October 30 Trick or Treat at the Market
Special Events
October 2 Pet Vaccination Clinic -Orion Oaks Dog Park
October 2 Motor into the Movies -Red Oaks Soccer Complex
October 5 Oaks on the Road -Farmington Hills
October 6 Free Document Shredding -Red Oaks Waterpark
Springfield Oaks
October 1-3
Ellis Barn Wedding
October 1-3
Activity Center Wedding
October 3
Craft Show
October 13-17
Camp Scrap
October 15-17
Ellis Barn Wedding
October 22-24
Activity Center Wedding
October 29-30
Activity Center Wedding
October
Pickle Ball (Mondays & Wednesdays)
October
Dog Training (Tuesdays)
164
Communications • • Marketing 0MAKLAND
OCTOBER REPORT 2021 COUNTY PARKS
Great -Parks for Great People
The following is an update provided by Desiree Stanfield, Supervisor - Marketing and Communications:
f
r
0
News Releases
• Herons return to Lyon Oaks County Park, Aug. 11
• Oakland Uncorked to highlight region's wines, food,
craft beers and culture, Aug. 13
• Sept. calendar of events, Aug. 26
Design Initiatives:
• Designed and produced new park kiosk posters to
promote fall and winter programming
• Designed Fall Nature education schedules for print and
online use
• Revised flyer for pet vaccination clinics at the parks
• Designed new restroom posters for the fall season
• Revised flyer for the new season of Fireside Chats
education program
• Revised emergency shelter map for Springfield Oaks
• Printed photos and a poster for the 2021 mParks hall of
fame event
• Designed a new Trails Info card to replace an outdated
trails brochure
Advertising:
• Designed ads for Michigan Senior Olympics;
MetroParent Daily Pulse- Oakland County Farmers
Market Garage Sale event; and a camping ad in the 2022
Association of RV Parks and Campground Directory.
9)
Primary Facebook
Follows
I
i
OCFM Facebook
Follows
a 4 E-marketing Messages
Wrote and distributed 25 e-marketing messages. The topics
highlighted items for the nature centers, farmers market and
summer Recreation Programs and Services programs. These
e-marketing messages were delivered to 176,438 recipients as
follows:
/ • Walk and talk about foraging - 6,124 recipients
• Springfield Oaks Golf Course closed on Aug. 12 - 467
• FREE document shredding for Oakland County residents - 7,358
• Oakland Uncorked is back for 2021! - 7,517
• Waterpark updates - 9,288
• Soak up summer on the trails - 8,160
• We're hosting a summer spectacular! - 9,729
• Enjoy yoga during your lunch break - 5,740
• TrailBlazer program heads to Addison Oaks - 6,157
• Buy your Oakland Uncorked tickets today! - 7,665
• Newsbreak - Aug. 20, 2021 - 623
• Free food distribution Wednesday - 8,276
• Join a free, virtual cooking class - 5,586
• Visit Highland Oaks with a naturalist - 6,117
• Homeschoolers: Learn about plants, animals at our nature centers
- 7,667
• Don't miss the final Saturday yoga! - 5,856
• Pet vaccinations offered at Waterford Oaks - 6,784
/ • We're planning a corn roast - 7,600
• Polish a Petoskey stone - 8,332
It • Register for the Puddle Jumpers program - 9,487
• Free food distribution Wednesday - 8,480
• Register for Morning Munchkins - 8,095
• Join is for a guided hike - 9,632
• We're celebrating grandparents! - 9,714
• Senior Market Day is Sept. 9 - 5,984
/ N
7 � �
HOLLY OAKS
Holly Oaks
Facebook Follows
10 rq
Twitter Instagram
Followers Followers
a
J
165
Social Media:
The past month was all about the summer's grand finale and all the programs that go along with it! From nature center programs, the
TrailBlazer Walking Series and farmers market events, it was a busy month on social media. We also kept park patrons up-to-date by
explaining the staff shortages at Red Oaks Waterpark and the campgrounds as summer drew to a close. In addition to events and park
updates, we recognized national holidays such as National Beach Day, National Dog Day and World Photography Day.
Oakland County Parks and Recreation
{ 9g 25 0
Beat the heat at Gmveland Oaks County Park and Campground's beach!
� C. Cool off and relax on Stewart Lake. The beach is open daily from 8
a.m. to 9 p.m. Learn more about Groveland Oaks:
htpsJ,biL1y13Dey5o0.
Oakland County Farmers Market
Oakland County Parks and Recreation "'
Acpusl ll 0
After a long hiatus, Great Blue Herons have reWmed to nestat Lyon Oaks
County Park! Great Blue Herons have nested intermittently on what is new
park property since the early 1900s_ In the late 1980s, there were more
than 200 nests located on the property. When Oakland County Parks and
Recreation acquired the land in the early 1990s, the rookery had 9 ready
been abandoned. which is a natural pattern for heron rookeries.
In 2006, DTE Energy provided and installed 11 75-foot cedar utility poles as
nesting structures, to encourage Great Blue Herons to once again nest in
the park. In 2020 and again in 2021, two nests were active. demonstrating
that the structures and location are acceptable to these magnihcenl birds.
team more httpsJlbittyf3AEfQpT
FIAKLANDUNTY PARKS
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Enjoy nature fun with your grandchildren
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The Oakland County Farmers Market Facebook page has been focused on spreading the word about the vendors who are at the market
and events such as Yoga at the Market, Oakland Uncorked, Gleaners Community Food Bank distribution days and the Gleaners'
Cooking Matters program. We also highlighted different vendors throughout National Farmers Market Week, to remind patrons of the
hard work that goes into being a business at the farmers market and why farmers markets are an important part of communities.
Oakland Caumy Farmers Market
'.e
August 27, 2021
23SO Pontiac Lake Rd., Walerford MI 49329
Scl Yed try: .
R—A&L Q wAT�RFORa f�
Oakland County Fanners Market
Ed 13
Heathy Oakland Partnership's Senior Market Day is Sept. 91rom S a.m.-1
to _ This fun day will include access to various community resources and
everyone age 60 and older will receive a $5 coupon for the purchase of
locally -grown protluce- Eligible participants can also receive SenlorlMarket
Fresh coupons for the purchase of local produce while supplies last This
event is hosted in collaboration with Public Heallh Oakantl.
The market is open Tuesdays, Thursdays and Saturdays tom 7 a.m.-1:30
p.m. and is located at 2350 Pontiac Lake Road in Waterford.
166
Holly Oaks ORV Park
The Holly Oaks ORV Park Facebook page kept all park patrons updated after the storms we received in August, which created some
issues at the park, causing some areas to be closed temporarily. Once they were reopened, posts were published to let park users know.
We also had posts on the Michigan Department of Natural Resources Free ORV Weekend.
Holly Oaks ORV Park
lip August12 Q
Last night's strong storms have created some extreme topography at Holly
Oaks. The park will be open during our normal hours, but the Bathtub,
Sandbox and Holly Glen tracks have been washed and rutted out and will
not be open this weekend. Other areas of the park remain open, but may
have some extreme terrain such as flooding, unstable surfaces, deep
ravines, washouts and gullies. We know some folks love this type of terrain,
so we'll see you at the park! In the meantime we are working on ways of
building and maintain tracks that are more resilient against future storm
events. For tickets, hours, rules and more, check our website:
https:ilb i t.lyl2QAofip 7.
Advertising
SUNSHINE AND
FRESH AIR!
From kayaking and camping to golfing
and fishing, discover adventure at your
14 Oakland County Parks.
Individuals ages 62 and older receive
discounts on some park activities.
Voter approval of the 2020 OCPR Milloge
Replacement and Increase allows us to
provide a free Annual Vehicle Permit to
Oakland County residents ages 62 and
older, active military, veterans and persons
with permanent disabilities.
Visit OaklandCountyParks.com
for more information and to view
our event calendar.
Ad for Michigan Senior Olympics results book, Aug. 18
4 Holly Oaks ORV Park "'
August 19 - la
Hi, friends! This weekend is the second and final Michigan ❑epartment of
Natural Resources Free ORV Weekend of the year! On Aug_ 21 and 22,
ORV licenses and trail permits are waived. You'll still need to pay our fee to
enter I Oaks ORV Park, but you won't need your t]NR slickers. If
you've been wanting to check out the park but don't have the stickers,
nows your chance! 't7on't forget your flag!* For tickets, hours, rules and
mare, check out our websde: https:41 it.lyf24Aofip7.
` .�
MetroParent Pulse ad, promoting the Community
Garage Sale at the Farmers market on Sept. 19
167
Print and Digital Media Exposure:
Oakland Countv Moms USA Sep 1 6:00 am
New Splash Pads & Parks Coming 2021
The Oakland Press Brian lohnston USA Sep 6 11:21 am
Gleaners Community Food Bank to provide free food distribution
, identification, or proof of eligibility is required. The Oakland County
Farmers Market is located at 2350 Pontiac Lake Road in Waterford.
The Oakland Press Kathv Blake USA Sep 4 7:00 am
Oakland County community calendar Sept. 5 and beyond
Paradise Pavilion in Waterford Oaks County Park, 1702 Scott Lake
Road, Waterford Twp., hosted by Oakland County Parks and Recreation
and All
The Oakland Press Paula Pasche USA Sep 3 1:48 pm
Oakland County COVID vaccine clinics scheduled including at Arts,
Beats and Eats
Church (Pontiac), 12-4 p.m. — Thursday, Sept. 9 at Oakland County
Farmers Market Senior Market Day (Waterford Township), 8 a.m.- 1
p.m. —
WXMI-TV USA Sep 3 9:18 am
Michigan has several beaches closed Labor Day weekend for high
bacteria
levels & Construction activities near dam" Crooked Lake -
Independence Oaks County Park - Oakland County Comment: None
Big Seven Lake -
The Oakland Press Nick Mordowanec USA Sep 3 6:00 am
Waterford Oaks hosting pet vaccinations on Sept. 11
vaccinate their dogs or cats at Waterford Oaks County Park on Saturday,
Sept. 11.Oakland County Parks and Recreation and All About Animals
FOX 2 Detroit News Amber Ainsworth USA Sep 2 2:57 pm
These Michigan beaches are closed heading into Labor Day Weekend
since July 15 due to high bacteria levels Crooked Lake - Independence
Oaks County Park Closed since July 27 due to high bacteria levels
Huron Dailv Tribune USA Sep 2 1:38 pm
These Michigan beaches are closed, under contamination warnings for
Labor Day weekend
Seven Lake: Seven Lakes State Park, Oakland • Crooked Lake:
Independence Oaks County Park, Oakland • Handsome Lake:
Crossroads for Youth,
and evaluated by multiple organizations through the Fun, Accessible,
Inclusive Recreation (FAIR) Play Coalition, ensuring this project is
Spinal Column Spinal Column USA Sep 1 12:01 am
Herons return to Lyon Oaks County Park
young birds;' Sarah Cook-Maylen, natural resources coordinator for
Oakland County Parks and Recreation said. Your email address will not
be
Radio.com Wwi Newsroom USA Aue 31 7:46 pm
Eleven Michigan beaches closed, under Contamination Advisories
Labor Day weekend
Lake -Crossroads for Youth, Oakland County -Crooked Lake -
Independence Oaks County Park, Oakland -Big Seven Lake -Seven Lakes
State Park,
The Oakland Press Kathv Blake USA Aue 31 2:07 vm
Oakland County community calendar Aug. 29 and beyond
Individuals can launch their own kayak or non -powered watercraft
at Addison Oaks County Park, Independence Oaks County Park and
Orion Oaks County Park.
Oakland Countv Moms USA Aue 313:00 am
Low Cost Pet Vaccination Clinics 2021
ONLY SWIMMING EVENTS Oakland County Parks Low Cost Pet
Vaccination Clinics are brought to you by Oakland County Parks and
Recreation.
Michigan Patch.com Release Desk USA Aue 28 7:15 am
Oakland County's Blog: What Nature Is Saying!
easily -accessible Independence Oaks County Park. It has flat paved
trails, natural surface trails, and miles of well -marked hilly trails. A
Visit Detroit Aue 28 10:33 am
It's National Dog Day! I VisitDetroit.com
Eastern Market Brewing Co. is ready for you and your pup to join them
for one ... Orion Oaks Dog Park is a one stop shop for your puppy to
play until they ...
168
USA Breakine NewsUSA Aue 28 1:00 am
Continue Reading about Oakland County's Blog: What Nature Is Saying!
easily -accessible Independence Oaks County Park. It has flat paved
trails, natural surface trails, and miles of well -marked hilly trails. A
Sherman Publications Matt Mackinder USA Aue_ 27 4:22 vm
Melvin Vaara, 88
. After retirement, Mel served with Oakland University, Oakland County
Parks and Recreation and as a trustee for Independence Township.
7 Action News This Mornin¢ on TV20 Detroit USA Aug 27 7:54 am
oakland county farmers market on My TV20 - Detroit, MI
food options. it runs through sunday. all the fun begins today at 4:00
p.m. then the annual oakland county uncorked event is happening this
week. guests can experience lot of wine, good fear and craft beer from
all over the state. this is happening tonight from 7:00 to 10:00 at the
oakland county farmers market. tickets can be purchased at
WCRZ-FM USA Au¢ 27 2:26 vm
15 MI Beaches That Are Closed Or Have Contamination Advisories
- Closed Wixom Lake - Wixom Water - Closed Crooked Lake -
Independence Oaks County Park - Closed Big Seven Lake - Seven Lakes
State Park
Autoblou Bvron Hurd USA Au¢ 26 7:58 am
2021 Mercedes-AMG G63 Off -Road Review I Forbidden hoot
argue? With that in mind, we booked an afternoon of playtime at Holly
Oaks ORV Park, whipped out the old dune flag and set about seeing just
Yahoo! Autos USA Aue 26 12:00 am
2021 Mercedes-AMG G63 Off -Road Test I Forbidden Hoot
holds it back when things get dirty. Byron took the G 63 out to Holly
Oaks ORV Park in southeast Michigan in hopes of finding some low -
speed
Yahoo EntertainmentUSA Aue 25 5:57 vm
2021 Ford Bronco I On Location
Editor -in -Chief Greg Mighore heads to Holly Oaks ORV Park in
apabilities.
Sherman Publications Matt Mackinder USA Aue_ 23 12:02 Dm
August Birders Club meeting
. The August meeting will also see the club return to Wint Nature Center,
located in Independence Oaks, Oakland County's largest park, just
The Oakland Press Kathv Blake USA Au¢ 22 6:30 am
Oakland County community calendar Aug. 22 and beyond
Uncorked is 7-10 p.m. Aug. 27 at the Oakland County Farmers Market.
Local distributors pour wine for tasting, food from area restaurateurs,
WBCK-FM USA Au¢ 20 4:27 vm
Nine MI Beaches That Are Closed Or Have Contamination Advisories
Youth - Closed Wixom Lake - Wixom Waters - Closed Crooked Lake
- Independence Oaks County Park - Closed Lake St. Clair - St. Clair
Shores
The Oakland Press Nick Mordowanec USA Au¢ 20 6:15 am
Pontiac High to host 30-year high school reunion, mobile food pantry
be provided by Michigan State University Extension. The Oakland
County Farmers Market will provide fresh produce. Gleaners
Community Food
All Events Online USA Au¢ 19 9:03 Dm
Michigan Taco Fest Food Restaura-2021
2nd Annual Taco Fest, presented by CV Events, will be at Springfield
Oaks County Park for summer 2021 — the same great event, just hosted
Radio.com Wwi Newsroom USA Ana 19 12:56 om
Belle Isle beach closed, deemed unsafe for swimming due to e. coli
County Wixom Lake - Wixom Waters, in Midland County Crooked
Lake - Independence Oaks County Park, in Oakland County Lake St.
Clair - St.
Sault Ste. Marie Evenine NewsUSA Aug 19 10:00 am
Test off -road trails during Free ORV Weekend
the state's six scramble areas, including Black Lake, Bull Gap, Holly Oaks
ORV Park, The Mounds Scramble Area, Silver Lake ORV Area and St.
Michigan Patch.com Dv_ Ian Siwicki Patch Staff USA Aue 18 3:07 Dm
Drive DNR Routes And Trails For Free This Weekend
the state's six scramble areas, including Black Lake, Bull Gap, Holly Oaks
ORV Park, The Mounds Scramble Area, Silver Lake ORV Area and St.
The Oakland Press Kathv Blake USA Aue 18 2:18 Dm
Southeast Michigan entertainment calendar Aug. 20 and beyond
Uncorked: 7-10 p.m. Aug. 27 at the Oakland County Farmers Market.
Local distributors pour wine for tasting, food from area restaurateurs,
CDLLife.com Wimberlv Patton USA Aug 18 11:30 am
Thief who just helped himself to unlocked big rig was deemed `unable to
care for himself' nearly a decade ago
55-year-old Carl Frederick Newnham took the truck from the Oakland
County Farmers Market parking lot as its owner was speaking to a client.
WTIM-FM USA Ana 18 11:22 am
Free ORV Weekend in Michigan
the state's six scramble areas, including Black Lake, Bull Gap, Holly Oaks
ORV Park, The Mounds Scramble Area, Silver Lake ORV Area and St.
169
Sherman Publications Matt Mackinder USA Aue_ 18 12:35 am
Taking in Taco Fest
of corn at Taco Fest last weekend, which was held at Springfield Oaks
County Park. See more photos from Matt Mackinder in this week's print
ABC 12 News USA Au¢ 18
Michigan offering free access to off -road vehicle trails this weekend -
ABC12
Free access includes, the Mounds Scramble Area on Mt. Morris Road,
Holly Oaks ORV Park in northern Oakland County and four other ORV
parks.
WXMI-TV USA Aue 17 9:18 vm
Free ORV Weekend begins Aug. 21
Bull Gap, St. Helen's Motorsport Area, The Mounds Scramble Area,
Holly Oaks ORV Park, and Silver Lake ORV Area. Those seeking
additional
Radio.com Christina Mc Daniel USA Aue 17 7:37 vm
Man charged with stealing produce truck from Oakland County
Farmers Market
Creek man accused of absconding with a vegetable truck from the
Oakland County Farmers Market in Waterford Township. Carl
Newnham, 55, was
WTRT-TVUSA Aue 17 4:43 vm
Michigan offering free access to off -road vehicle trails this weekend
includes, the Mounds Scramble Area on Mt. Morris Road, Holly Oaks
ORV Park in northern Oakland County and four other ORV parks.
Recreation
FOX 2 Detroit News Amber Ainsworth USA Aue 17 4:17 vm
Man charged after semi -truck stolen during produce delivery at Oakland
County Farmers Market
he allegedly stole a semi -truck from the parking lot of the Oakland
County Farmers Market. Carl Frederick Newnham, 55, is charged with
MLive.com USA Aue 1710:40 am
Get the toys: It's 2021 s final Free ORV Weekend
its six scramble areas: Bull Gap, Black Lake Scramble Area, Holly Oaks
ORV Park (additional entrance fee applies), The Mounds, Silver Lake
The Marietta Daily Tournal Alex Harrine USA Aue 16 12:01 am
Tacos, chihuahuas and tequila: Davisburg's taco festival brings food and
culture to Oakland County
wanted to taco -'bout at the second annual Taco Fest at Springfield Oaks
County Park. It's the second year for the festival after missing
The Oakland Press Aileen Wineblad USA Aue_ 15 5:00 am
Document shredding offered to residents
service, with the shredding events sponsored by Vibe Credit Union,
Oakland County Sheriff's Office and Oakland County Parks and
Recreation.
, IITe\.
All Events Online USA Aue 13 11:02 vm
Michigan Taco Fest Food-2021
2nd Annual Taco Fest, presented by CV Events, will be at Springfield
Oaks County Park for summer 2021 — the same great event, just hosted
Hour Detroit Ashlev Winn USA Aue 13 8:03 am
Things to Do: Kimmie Horne Jazz Festival, Michigan Taco Fest, More
Pepper Eating Contests. $10. Aug. 13-15. Springfield Oaks County Park,
12451 Andersonville Road, Davisburg; michigantacofest.com Michigan
The Oakland Press Kathy Blake USA Aue 12 5:14 vm
Splash pads and water parks in Oakland County provide a place to cool
parks_rec_and_seniors/clintonwood_park.php, 248-625-8223. • Red
Oaks Waterpark and children's Splash Pad is open daily through late
August,
Click On Detroit USA Aue 121:40 vm
Get ready to experience Michigan Taco Fest
out Michigan Taco Fest. The smell of tacos will fill Springfield Oaks
County Park in Davisburg during the festival, which runs from Friday,
Yahoo news Henry Pavne USA Ana 12 5:12 am
New Frontier: Nissan remakes its midsize pickup for off -road and on -
road duty
up the Wasatch Saturday -Sunday. Or, if you live in Metro Detroit, Holly
Oaks ORV Park might be the hill you conquer. "We wanted to make the
The Oakland Press Nick Mordowanec USA Ana 11 4:19 vm
Eight county beaches currently closed due to E. coli
Lake at the Pontiac Recreation Area, 21 days Crooked Lake at
Independence Oaks County Park, 15 days Big Seven Lake at Seven Lakes
State
The Detroit News Melody Baetens USA Aue 11 6:42 am
Ribs and R&B Music Festival returns to Hart Plaza this weekend with
Tony! Toni! Tone!, Al B. Sure and more
. Downtown Milford. milfordmemories.com . Michigan Taco Fest at
Springfield Oaks County Park: Tacos, Mariachi bands, a hot pepper -
eating
The Detroit News USA Aue 11 5:57 am
Michigan Taco Fest expands, to raise funds for food pantry
m. Saturday; noon-9 p.m. Sunday Springfield Oaks County Park 12451
Andersonville Road, Davisburg Advance tickets are available online for
Michigan Patch.com Nikki Gaskins Patch Staff USA Aue 10 2:50 vm
Free Document Shredding Event For Oakland County Residents
residents can take advantage of free document shredding on Monday,
Aug. 16 at Catalpa Oaks County Park from 9-11 a.m. If you can't make
that
170
FOX 2 Detroit News Amber Ainsworth USA Au¢_ 10 11:37 am
Things to do this weekend in Southeast Michigan
featured? Email me at amber.ainsworth@fox.com. Michigan Taco Fest
Springfield Oaks County Park in Davisburg Friday, Aug. 13 from 4-9
p.m.
The Oakland Press Kathv Blake USA Au¢ 7 2:18 nm
Oakland County community calendar Aug. 8 and beyond
In the Park Summer Concert series -Alan Turner (Country): 7 p.m. Aug
... Red Oaks Waterpark and new childrer's Splash Pad is open daily
through ...
Oakland Countv 115 News Au¢ 6
Rare White Monarch Graces Orion Oaks Park (video)
Orion Township, MI - Orion Oaks County Park is rich with fields
of wildflowers and milkweed plants, and recently a rare creature was
spotted fluttering ...
The Oakland Press Stenhen Frve USA Aue 6 4:33 nm
Hot days ahead: Relief found at the Red Oaks Waterpark
Temperatures will be rising in metro Detroit over the next week, with
highs reaching into the 90s.
On Friday, families enjoyed the cooling fun at the Red Oaks Waterpark
in Madison Heights.
171
Golf Revenues and Starts Comparison for FY2019, FY2020, FY2021 through August 31,
2021
Course
Revenue and Starts
Percenta ;e Change
Glen Oaks
2019
2020
2021
2021 v 2019
2021 v 2020
Carts
$176,020
$153,419
$247,824
41%
62%
Greens Fees
$504,159
$392,869
$663,685
32%
69%
Revenue Total
$680,179
$546,288
$911,509
34%
67%
Total Starts
28,068
23,540
33,475
19%
42%
League Starts
11,054
7,529
11,109
0%
48%
SMAV Starts
5,849
7,577
6,043
3%
-20%
% SMAV
21%
32%
18%
-13%
-44%
Lyon Oaks
2019
2020
2021
2021 v 2019
2021 v 2020
Greens Fees
$886,228
$828,494
$1,179,468
33%
42%
Revenue Total
$886,228
$828,494
$1,179,468
33%
42%
Total Starts
22,180
20,669
27,841
26%
35%
League Starts
4,990
4,738
5,840
17%
23%
SMAV Starts
3,956
4,738
5,517
39%
16%
% SMAV
18%
23%
20%
11%
-14%
Red Oaks
2019
2020
2021
2021 v 2019
2021 v 2020
Carts
$90,416
$76,910
$125,032
38%
63%
Greens Fees
$217,566
$187,475
$268,007
23%
43%
Revenue Total
$307,982
$264,385
$393,039
28%
49%
Total Starts
17,007
14,299
19,645
16%
37%
League Starts
3,790
1,975
3,476
-8%
76%
SMAV Starts
2,990
2,541
2,903
-3%
14%
% SMAV
18%
18%
15%
-16%
-17%
Springfield
2019
2020
2021
2021 v 2019
2021 v 2020
Carts
$197,341
$184,525
$243,794
24%
32%
Greens Fees
$504,350
$354,111
$529,410
5%
50%
Revenue Total
$701,690
$538,636
$773,204
10%
44%
Total Starts
25,928
19,411
25,674
-1%
32%
League Starts
10,189
6,741
9,804
-4%
45%
SMAV Starts
5,615
5,101
5,825
4%
14%
% SMAV
22%
26%
23%
5%
-14%
White Lake
2019
2020
2021
2021 v 2019
2021 v 2020
Carts
$222,772
$164,943
$277,056
24%
68%
Greens Fees
$436,925
$356,704
$527,784
21%
48%
Revenue Total
$659,697
$521,647
$804,840
22%
54%
Total Starts
28,776
22,949
31,321
9%
36%
League Starts
10,985
6,743
10,188
-7%
51%
SMAV Starts
7,273
7,684
8,195
13%
7%
% SMAV
25%
33%
26%
4%
-22%
172
Combined Course Information through August 31
Percenta ,e Change
Tota 1
2019
2020
2021
2021 v 2019
2021 v 2020
Carts
$686,548
$579,796
$893,706
30%
54%
Greens Fees
$2,549,227
$2,119,653
$3,168,354
24%
49%
Revenue Total
$3,235,775
$2,699,449
$4,062,059
26%
50%
Total Starts
121,959
100,868
137,956
13%
37%
League Starts
41,008
27,726
40,417
-1%
46%
SMAV Starts
25,683
27,641
28,483
11%
3%
% SMAV
21%
27%
21%
-2%
-25%
173
Golf Revenues and Starts Comparison for FY2019, FY2020, FY2021 through 9/30
Course
Revenue and Starts
Percentage Change
Glen Oaks
2019
2020
2021
2021 v 2019
2021 v 2020
Carts
$204,147
$190,457
$290,673
42%
53%
Greens Fees
$573,568
$460,071
$757,705
32%
65%
Revenue Total
$777,715
$650,528
$1,048,378
35%
61%
Total Starts
31,748
29,617
37,300
17%
26%
League Starts
11,926
8,555
11,441
-4%
34%
SMAV Starts
7,051
9,249
9,422
34%
2%
% SMAV
22%
31%
25%
3%
-6%
Lvon Oaks
2019
2020
2021
2021 v 2019
2021 v 2020
Greens Fees
$1,013,873
$951,865
$1,331,601
31%
40%
Driving Range
$99,293
$93,266
$137,028
38%
47%
Revenue Total
$1,113,166
$1,045,131
$1,468,629
32%
41%
Total Starts
25,347
25,143
30,971
22%
23%
League Starts
5,347
3,731
6,096
14%
63%
SMAV Starts
5,335
6,294
6,472
21%
3%
% SMAV
21%
25%
21%
0%
-4%
Red Oaks
2019
2020
2021
2021 v 2019
2021 v 2020
Carts
$103,161
$93,536
$143,805
39%
54%
Greens Fees
$240,937
$217,743
$306,046
27%
41%
Revenue Total
$344,098
$311,279
$449,851
31%
45%
Total Starts
19,078
17,053
22,422
18%
31%
League Starts
3,790
2,071
3,576
-6%
73%
SMAV Starts
3,657
3,459
4,589
25%
33%
% SMAV
19%
20%
20%
1%
0%
SDrinefield
2019
2020
2021
2021 v 2019
2021 v 2020
Carts
$229,351
$203,021
$273,832
19%
35%
Greens Fees
$477,477
$435,913
$590,509
24%
35%
Revenue Total
$706,828
$638,934
$864,341
22%
35%
Total Starts
28,796
25,358
28,027
-3%
11%
League Starts
10,169
8,078
10,008
-2%
24%
SMAV Starts
7,024
6,926
6,849
-2%
-1%
% SMAV
24%
27%
24%
0%
-3%
White Lake
2019
2020
2021
2021 v 2019
2021 v 2020
Carts
$255,592
$198,547
$320,896
26%
62%
Greens Fees
$492,879
$417,432
$598,462
21%
43%
Revenue Total
$748,471
$615,979
$919,358
23%
49%
Total Starts
32,111
27,471
35,068
9%
28%
League Starts
11,241
7,630
10,448
-7%
37%
SMAV Starts
8,852
9,213
9,724
10%
6%
% SMAV
28%
34%
28%
0%
-6%
Combined Course Information through September
30
Percentage
Change
Total
2019
2020
2021
2021 v 2019
2021 v 2020
Carts
$792,251
$685,561
$1,029,206
30%
50%
Greens Fees
$2,798,734
$2,483,023
$3,584,323
28%
44%
Revenue Total
$3,690,278
$3,261,850
$4,750,556
29%
46%
Total Starts
137,080
124,642
153,788
12%
23%
League Starts
42,473
30,065
41,569
-2%
38%
SMAV Starts
31,919
35,141
37,056
16%
5%
% SMAV
23%
28%
24%
1%
-4%
174