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HomeMy WebLinkAboutAgendas/Packets - 2024.01.24 - 41326Call Meeting to Order Roll Call Pledge of Allegiance Approval of Agenda Public Comment NOMINATION & ELECTION OF 2024 OFFICERS:ACTION PRESENTER(S) A Chairperson Elect Chris Ward / 858-4944 B Vice Chairperson Elect Chris Ward / 858-4944 C Secretary Elect Chris Ward / 858-4944 PRESENTATIONS/RECOGNITIONS:ACTION PRESENTER(S) D Southfield Oaks Park Action Plan Preliminary Informational Donna Folland / 736-9087 E Oak Park Woods Park Action Plan Preliminary Informational Donna Folland / 736-9087 COMMUNICATIONS/REPORTS:ACTION PRESENTER(S) F Waterford Wave Pool Operation Informational Erik Koppin / 909-7702 REGULAR AGENDA:ACTION PRESENTER(S) 1 Oakland County Fair Association Agreement Approval & Fwd to BOC Tom Hughes / 343-1011 2 Oakland Astronomy Club License Agreement Approval Tom Hughes / 343-1011 3 Independence Oaks - Manor House Demolition Approval Mark Adams / 762-3822 4 Volunteer Policy Update Approval Stephanie Mackey / 431-1268 5 Financial Reserves Strategic Plan / Year End Statement Approval Chris Ward / 858-4944 UNFINISHED BUSINESS:ACTION PRESENTER(S) NEW & MISCELLANEOUS BUSINESS:ACTION PRESENTER(S) 6 Director's Report Informational Chris Ward / 858-4944 7 Executive Committee Update Informational J. David VanderVeen / 821-0903 ANNOUNCEMENTS View Recorded Meetings Here: https://www.youtube.com/playlist?list=PLKv6lUWH4IJEASENpEwjhoPSueR6nFVXp View Agenda Packets/Minutes Here: https://www.oakgov.com/community/oakland-county-parks/get-involved/parks- commission Public Access Information If you require special accommodations because of a disability, please contact the Parks & Recreation Department at (248) 858-0906, Ext. 9, at least three (3) business days in advance of the meeting. ADJOURNMENT TO: March 6, 2024 at 2:00 p.m. or to the Call of the Chair Approval of Minutes - December 6, 2023 Regular Meeting & December 6, 2023 Closed Session Meeting OAKLAND COUNTY PARKS AND RECREATION COMMISSION J. David VanderVeen, Acting Chairman Wednesday, January 24, 2024 @ 2:00 pm Parks Commission Room - 2800 Watkins Lake Rd, Waterford, MI 48328 Regular Monthly Meeting Agenda December 6, 2023 Acting Chairman VanderVeen called the meeting of the Oakland County Parks and Recreation Commission to order at 2:00 p.m. in the Parks Commission Room. Acting Chairman VanderVeen held a moment of silence in honor of Parks Commission Chairman, Gary R. McGillivray, who passed away on November 3, 2023. Acting Chairman VanderVeen announced that Amanda Herzog was elected to the Royal Oak City Commission and has resigned her seat on the Parks Commission as of November 27, 2023. COMMISSION MEMBERS PRESENT: J. David VanderVeen, Ebony Bagley, Christine Long, Andrea LaFontaine, Jim Nash, Nancy Quarles, Lance Stokes COMMISSION MEMBERS ABSENT WITH NOTICE: Yolanda Smith Charles OTHERS PRESENT: PARKS AND RECREATION Chris Ward, Director Jim Dunleavy, Manager-Operations Melissa Prowse, Manager-Planning & Development Aaron Stepp, Manager-Internal Services Sarah Cook-Maylen, Chief-Environmental Sustainability & Planning Zach Crane, Supervisor-Parks Engineering & Development Donna Folland, Chief-Planning & Resource Development Tom Hughes, Chief-Park Operations & Maint. – North District Erik Koppin, Chief-Park Operations & Maint. – South District Brandy Sotke-Boyd, Chief-Recreation Programs & Services Desiree Stanfield, Chief-Marketing & Communications Mark Adams, Project Manager Engineer Kelley Moss, Recreation Program Supervisor Melissa Nawrocki, Recreation Program Supervisor Jami Monte, Staff Assistant Simon Rivers, Associate Planner Nathaniel Brech, Recreation Program Coordinator Riley Hayes, Recreation Program Coordinator Libby Soncrainte, Recreation Program Coordinator Shannon Kenny, Technical Office Specialist Kristen Kittell, Technical Office Specialist APPROVAL OF AGENDA Acting Chairman VanderVeen proposed to amend the agenda as follows: 1.Insert “Changes to January/February OCPRC Scheduled Meetings” as Item 7 under the Regular OAKLAND COUNTY PARKS AND RECREATION COMMISSION 2800 WATKINS LAKE ROAD, WATERFORD, MICHIGAN 48328 Telephone: (248) 858-0906 REGULAR MEETING J. David VanderVeen, Acting ChairmanEbony Bagley Secretary Christine Long Andrea LaFontaine Jim Nash Nancy Quarles Yolanda Smith Charles Lance Stokes RETURN TO AGENDA December 6, 2023 Page 2 Agenda. 2. Renumber Item 7, Director’s Report, as Item 8 under New & Miscellaneous Business. 3. Renumber Item 8, Executive Committee Update, as Item 9 under New & Miscellaneous Business. 4. Renumber Item 9, Wildlife Crossing Overpass Park, as Item 10 under Other Business. 5. Renumber Item 10, Pursuant to MCL 15.268(a) – Chris Ward Performance Evaluation, as Item 11 under Closed Session. Long moved to approve the agenda, as amended. Seconded by Bagley. Motion carried on a voice vote. APPROVAL OF MINUTES Stokes moved to approve the November 1, 2023 Regular meeting minutes, and the November 1, 2023 Closed Session meeting minutes, as presented. Seconded by Bagley. Motion carried on a voice vote. PUBLIC COMMENT None. PRESENTATIONS/RECOGNITIONS A. Fireworks & Flannels – Winter Event Presentation Ms. Soncrainte and Ms. Hayes presented the winter event that is being planned: Fireworks & Flannels. COMMUNICATIONS/REPORTS B. 2023 Golf Report Mr. Hughes provided a report of the 2023 golf season. C. Capital Planning and Development Projects Update Mr. Crane provided an update on the capital planning and development projects. REGULAR AGENDA ITEMS 1. 2024 OCPR Fees & Charges and Appreciation Days Nash moved to approve the 2024 OCPR Fees & Charges and Appreciation Days, as presented. Seconded by Quarles. Motion carried unanimously on a roll call vote. 2. Recreation Assistance Partnership Program (RAPP) Request Bagley moved to approve the Recreation Assistance Partnership (RAPP) Request, as presented. Seconded by LaFontaine. Motion carried unanimously on a roll call vote. 3. Final Red Oaks (Nature Preserve & Ambassador Park) Park Action Plan Quarles moved to approve the Final Red Oaks (Nature Preserver & Ambassador Park) Park Action Plan, as presented. Seconded by Long. December 6, 2023 Page 3 Motion carried unanimously on a roll call vote. 4. FY2024 Capital Equipment Amendment Long moved to approve the FY2024 Capital Equipment Amendment, as presented. Seconded by Bagley. Motion carried unanimously on a roll call vote. 5. Catalpa Oaks License Agreement – South Oakland Soccer Association (SOCS) Nash moved to approve the Catalpa Oaks License Agreement – South Oakland Soccer Association (SOCS), as presented. Seconded by LaFontaine. Motion carried unanimously on a roll call vote. 6. Revocation/Termination of License Agreement and Letter of Understanding for the James Harvey Davis Home Quarles moved to approve the Revocation/Termination of License Agreement and Letter of Understanding for the James Harvey Davis Home, as presented. Seconded by Stokes. Motion carried unanimously on a roll call vote. 7. Changes to January/February OCPRC Scheduled Meetings Quarles moved to approve the Changes to January/February OCPRC Scheduled Meetings, as presented. Seconded by LaFontaine. Motion carried unanimously on a roll call vote. UNFINISHED BUSINESS None. NEW & MISCELLANEOUS BUSINESS 8. Director’s Report Director Ward provided an overview of his report. 9. Executive Committee Update Acting Chairman VanderVeen provided an update from the Executive Committee meeting that was held on November 27, 2023. OTHER BUSINESS 10. Wildlife Crossing Overpass Park Commissioner Stokes provided a presentation on a wildlife crossing overpass park. CLOSED SESSION: 11. Pursuant to MCL 15.268(a) – Chris Ward Performance Evaluation Quarles moved that the Oakland County Parks and Recreation Commission go into Closed December 6, 2023 Page 4 Session for the purposes of considering the personnel evaluation of OCPR Director, Chris Ward. Seconded by LaFontaine. Motion carried unanimously on a roll call vote. The Commission recessed from 3:58 p.m. to 4:04 p.m. The Commission went into Closed Session at 4:04 p.m. The Commission reconvened in Open Session at 4:13 p.m. ANNOUNCEMENTS/ADJOURNMENT At 4:13 p.m., there being no further business to come before the Commission, the meeting was adjourned to January 24, 2024, or to the Call of the Chair. Ebony Bagley, OCPRC Secretary Jami Monte, Recording Secretary NOTE: The foregoing minutes are subject to Commission approval. Oakland County Parks and Recreation Commission Agenda Item Memo Agenda #: A, B, C Department: Administration From: Chris Ward, Director Subject: Nomination & Election of 2024 Officers INTRODUCTION AND HISTORY  The Parks and Recreation Commission is organized under the provisions of the County and Regional Parks Act, Act 261 of 1965. Section 3 of the Act states, in part: Each January a county commission and a regional commission shall elect from its membership a president, a secretary, and other officers as it considers necessary. The officers shall hold office for the calendar year in which they are elected and until their successors are elected and qualified. The Commission’s bylaws also provide for the establishment of an Executive Committee consisting of the officers of the Commission. It has been the tradition of the Commission in recent years to supplement the membership of the Executive Committee with an additional member nominated by the Commission Chairperson. The Executive Committee meets monthly with staff management to review the upcoming Commission agenda and discuss major issues facing Oakland County Parks. In accordance with state law and your bylaws, the Commission should conduct elections to establish their officers to serve throughout 2024 and may consider appointing additional member(s) to the Executive Committee. The bylaws provide for a Chairperson, Vice Chairperson and Secretary. It would be advisable to avoid more than 5 members on the Committee, as this would constitute a quorum of the full Commission under the Open Meetings Act. RECOMMENDED MOTION  Move to elect ________________ to the office of Chairperson. Move to elect ________________ to the office of Vice Chairperson. Move to elect ________________ to the office of Secretary. RETURN TO AGENDA Southfield Oaks Park Action Plan Beech Woods Park, City of Southfield, Michigan DRAFT DATE: 1/13/2024 Approved by Oakland County Parks Commission: DATE TBD A pproved by Southfield – DATE TBD RETURN TO AGENDA PARK ACTION PLAN 2023-2028: Southfield Oaks / Beech Woods Park ACKNOWLEDGEMENTS Oakland County Parks and Recreation Commission J. David VanderVeen, Acting Chairman Ebony Bagley, Secretary Christine Long, Executive Committee Member Yolanda Charles, Commissioner Andrea LaFontaine, Commissioner Jim Nash, Commissioner Nancy L. Quarles, Commissioner E. Lance Stokes, Commissioner Executive Leadership Team Chris Ward, Director – Park and Recreation Melissa Prowse, Manager – Planning and Development Jim Dunleavy, Manager – Park and Recreation Operations City of Southfield Mayor and City Council Kenson J. Siver, Mayor Michael “Ari” Mandelbaum, Council President Nancy L.M. Banks, Council President Pro Tem Daniel Brightwell, Councilman Llyod C. Crews, Councilman Charles Hicks, Councilman Coretta Houge, Councilwoman Linnie Taylor, Councilwoman City of Southfield Staff Frederick E. Zorn, City Administrator Terry Fields, Director, Parks & Recreation Department Steve Griffith, Park Services, Park Operations Rick B. Swilley, Facility Supervisor, Beech Woods Recreation Center Nancy Keener, Assistant to the Director Oakland County Parks and Recreation 2800 Watkins Lake Road Waterford, MI 48328 OaklandCountyParks.com Oakland County Parks Staff Contacts – Planning and Resource Development Donna Folland, Chief (248) 736-9087 follandd@oakgov.com Simon Rivers, Associate Planner (248) 421-9033 riverss@oakgov.com Oakland County Parks Staff Contacts – Park Operations Erik Koppin, Chief of Operations – South District (248) 909-7702 koppine@oakgov.com Doug Ammon, Park Supervisor – Catalpa and Glen Oaks (248) 851-8356 ammond@oakgov.com Oakland County Parks Staff Contacts – Natural Resources and Nature Education Sarah Cook-Maylen, Chief of Natural Resources and Sustainability (248) 343-1353 maylens@oakgov.com Mary Blumka, Supervisor of Nature Education (248) 625-6473 blumkam@oakgov.com PARK ACTION PLAN 2023-2028: Southfield Oaks / Beech Woods Park Page 1 Table of Contents Introduction ................................................................................................................................................................2 Community Context....................................................................................................................................................7 Community Engagement ......................................................................................................................................... 12 Environmental Condition......................................................................................................................................... 20 Existing Conditions .................................................................................................................................................. 21 Strategic Plan ........................................................................................................................................................... 33 Capital Improvement Plan ....................................................................................................................................... 43 Park Operations and Maintenance Plan .................................................................................................................. 48 Letter of Intent ........................................................................................................................................................ 53 Interlocal Partnership Agreement ........................................................................................................................... 56 Boundary Survey ..................................................................................................................................................... 73 Nature Preserve Policy ............................................................................................................................................ 74 Southfield City Approvals ........................................................................................................................................ 76 References ............................................................................................................................................................... 77 Appendix A: Public Engagement Report .................................................................................................................. 78 Introduction PARK ACTION PLAN 2023-2028: Southfield Oaks / Beech Woods Park Page 2 Introduction Beech Woods Park resides on the ancestral, traditional, and contemporary lands of the Anishinaabe, known as the Three Fires Confederacy, comprised of the Ojibwe, Odawa, and Potawatomi. The land that became the park has a specific connection to the Potawatomi since it is directly adjacent to what was once the Tonquish Reservation, land set aside for that tribal nation in the 1807 Treaty of Detroit. This land and the surrounding lands had long been part of Potawatomi history. In 1830 Robert Robertson became the first person to purchase the land that became the park. Subsequent owners of the land into the 1870s included the Cook, Delling and Spencer families. During this time a one-room school was built along the road on the western boundary of the land. In 1874 the land was purchased by the Klett family and would remain owned by that family well into the 1900s. In 1971 the land became the property of the City of Southfield and Beech Woods Park began to be developed on it. Over time park improvements have included the addition of a playlot in 2003, a stream stabilization project in 2009 and the initiation of an ongoing “Greening Project” in 2010. Beech Woods Park is the second largest park in the City of Southfield, smaller than only Civic Center Park, which is home to City Hall and Southfield’s administrative offices. Formerly home to a 9-hole golf course, Beech Woods Park is an 82-acre park which features the Beech Woods Recreation Center, tennis courts, a playground, a picnic shelter, and open space. There is also a driving range, including portions that are heated and lighted, for year-round play. In 2019, the Southfield Parks and Recreation Department commissioned an assessment of the course by the National Golf Foundation, which found that the course required $2.4 million in initial cost to bring the course up to modern standards and necessitated $485,000 in ongoing operations and maintenance cost. Due to the high costs of operating the golf course, the golf course closed in 2019 and the City of Southfield undertook a Beech Woods master planning project to determine the future of the property. In June 2021, the Beech Woods Park Master Plan was published, detailing community engagement, existing conditions and research, and implementation and funding. Oakland County Parks and the City of Southfield have partnered to re-envision the southern 39 acres of Beech Woods Park. Under the terms of the Southfield Oaks Partnership agreement, Oakland County has committed to investing at least $2 million to transform the former 9-hole golf course on the banks of the Rouge River into a space for people to relax, socialize, be active and immerse themselves in nature. Oakland County Parks will operate the park as Southfield Oaks County Park while the City of Southfield retains ownership. This Park Action Plan is intended to serve as a roadmap for both the city and the county for the future of Southfield Oaks at Beech Woods Park. Introduction PARK ACTION PLAN 2023-2028: Southfield Oaks / Beech Woods Park Page 3 Definitions Several agencies and locations are mentioned throughout the document that may also have alternate names or acronyms. These items may also be referenced differently in the attached legal documents (Letter of Intent and Interlocal Partnership Agreement). The definition list below provides the terms used throughout this document. ARPA – American Recovery Plan Act State and Local Recovery Funds Beech Woods Park – the 82-acre park located at 22200 Beech Road, Southfield, Michigan 48033, owned by the City of Southfield. Healthy Communities Park and Outdoor Recreation Investment Plan – The OCBOC-approved program allocating ARPA State and Local Fiscal Recovery Funds for OCPRC to invest in park and outdoor recreational spaces in OCP and community parks. Oakland County Board of Commissioners – Oakland County’s governing body, which also approves certain approvals made by the Oakland County Parks and Recreation Commission – specifically those concerning land acquisition, grant funding, and use agreements. Oakland County Parks – the park system, its land and operations, which is overseen by the Oakland County Parks and Recreation Commission. Oakland County Parks and Recreation Commission – the 10-member board that is responsible for planning, developing, and operating parks and recreation facilities, making rules and regulations, establishing a fee structure, approving budget expenditures, acquiring new parkland, acceptance of grant funding, and the entrance into use agreements. OCBOC – acronym for Oakland County Board of Commissioners OCP – acronym for Oakland County Parks OCPRC – acronym for Oakland County Parks and Recreation Commission Southfield – refers to the City of Southfield, its geographic location, and its government. Southfield Oaks – name of the future Oakland County Park, located at the southern 39 acres of Beech Woods Park. Oakland County Parks and Recreation Master Plan The Oakland County Parks and Recreation Master Plan 2023-2027 updated the vision of Oakland County Parks (OCP) to focus beyond the parks currently managed by OCP to ensuring that all Oakland County residents experience the benefits of recreation. “Everyone in Oakland County has access to a park, public space, or recreational opportunity to relax, be active, socialize, and connect with nature.” The Recreation Master Plan went further to identify four core values that would be the basis for decisions and strategies in the coming five years. Introduction PARK ACTION PLAN 2023-2028: Southfield Oaks / Beech Woods Park Page 4  Diversity, Equity, and Inclusion: Ground all actions and decisions in equity and justice and provide parks and recreation services that feel safe and welcoming to everyone.  Health and Wellness: Increase access to the spaces and experiences that promote physical, mental, and social health for all.  Environmental Sustainability and Natural Resources Stewardship: Plan, build, and operate our parks and services in a sustainable manner while collaborating with local communities. Care for the natural environment, preserve land and open space for future generations, meet current recreation needs without compromising the future, and build community resilience and adaptation to climate change.  Fiscal Responsibility and Organizational Excellence: Implement our mission with a robust, innovative, and diverse parks and recreation organization and ground our decisions in sound fiscal policy. These core values are the foundation for new community partnerships to enhance the access and quality of recreation in local communities in Oakland County. (OCP 1/26/2023) Healthy Communities Park and Outdoor Recreation Investment Plan In October 2022, the Oakland County Board of Commissioners approved allocation to the Oakland County Parks and Recreation Commission for $15M in Oakland County American Rescue Plan Act (ARPA) State and Local Fiscal Recovery Funds to invest in park and outdoor recreational spaces. OCP agreed to match the ARPA allocation with a minimum amount of $5.2M (OCP 1/26/2023). Approximately 60% of this funding was designated for investment in community parks with the remainder to be invested in existing OCP parks. Investment in community parks has the following objectives: • Transform and eliminate historic inequities in the distribution of the benefits of the Oakland County Parks system and significantly enhance our capacity to serve residents of densely populated diverse core urban cities. • Rejuvenate municipal parks that are underutilized due to existing conditions that compromise accessibility, participation, and use by residents, including outdated or inoperable recreation equipment and facilities, deteriorating infrastructure, and disinvestment and underutilization of natural resources/park amenities. • Sustain the one-time investment of ARPA funding through partnerships that will incorporate four existing municipal parks into the Oakland County Parks system, securing long-term, ongoing investments from OCPR in park facilities and maintenance. • Expand accessibility and use of existing community park facilities to serve regional recreational needs. • Make investments in park infrastructure that will have the greatest impact in improving the health and well-being of our residents. • Provide much needed financial aid to chronically underfunded communities to address priority local park and outdoor recreation needs. Prior to the BOC approval of the Healthy Communities Investment Plan, the City of Southfield and OCP signed a Letter of Intent that signified their intention to develop a partnership to invest Oakland County Introduction PARK ACTION PLAN 2023-2028: Southfield Oaks / Beech Woods Park Page 5 ARPA funds in improvements at the former golf course at Beech Woods Park and for OCP to operate this areas as an Oakland County Park for an agreed period of time (City of Southfield and County of Oakland 9/7/2022). Interlocal Partnership Agreement The City of Southfield and OCP negotiated and signed an Interlocal Partnership Agreement that details the long-term relationship intended to improve the former golf course at Beech Woods Park for the residents of Southfield and Oakland County, to be managed by OCP as an Oakland County Park. This Park Action Plan and its component parts are requirements of the Interlocal Partnership Agreement (City of Southfield and County of Oakland 11/16/2023). The Park Action Plan is described in Section 4.7, quoted below: 4.7. Park Action Plan. By January 15, 2024, OCPRC shall submit a Park Action Plan to the City. The provisions of the Park Action Plan shall reflect the intentions of the City and OCPRC that the Park shall be primarily managed as a nature preserve featuring passive recreational amenities consistent with the surrounding community. OCPRC shall endeavor to incorporate the City’s Recreation Master Plan, Beech Woods Park Master Plan, OCPRC’s Recreation Master Plan and the community engagement utilized in the development of these plans. The Park Action Plan shall be submitted to the OCPRC for approval prior to submittal to the City’s Representative for comments and recommendations. The Park Action Plan shall not be implemented by OCPRC without prior written approval by the City Representative. The City Representative shall submit its comments and recommendations to the OCPRC Representative within thirty (30) Days of receipt of the Park Action Plan. OCPRC Representative shall review and consider the City Representative’s comments and recommendations and shall endeavor to address all comments and recommendations. Notwithstanding any other provision, if the City Representative does not approve the Park Action Plan by March 31, 2024, the County may terminate this Agreement. Such termination shall not be deemed a breach or default of the City. Modifications to the Park Action Plan shall be codified according to the procedure set forth in this Section. The Park Action Plan fulfills multiple requirements provided by the Interlocal Partnership Agreement. The table below relates the chapters of the Park Action Plan to individual sections of the Interlocal Partnership Agreement. Park Action Plan Section Interlocal Partnership Agreement Reference / Notes Introduction 4.7 Park Action Plan Community Context Community Engagement 3.3.4 Park Planning – section indicates the requirement for 2 community forums during the Transition Period Existing Conditions 3.2.1. Grants & Endowments 3.2.2. Agreements between City and Third Parties 3.3.3. Premises Inspections Environmental Condition 3.4 Environmental Condition 3.4.1 Environmental Assessments 3.4.2 Copies of Environmental Assessments 6.4 Liability for Environmental Matters Strategic Plan 1.11 Park Access Improvements Introduction PARK ACTION PLAN 2023-2028: Southfield Oaks / Beech Woods Park Page 6 Park Action Plan Section Interlocal Partnership Agreement Reference / Notes 2.6 Designation of Park & Name of Park 3.3.4 Park Planning 4.4 Park Improvement Projects 4.5 Park Maintenance/Repairs 4.7. Park Action Plan 4.10 Park Access/Parking 4.14 Signs 5.2 Payment for Park Access Improvements 5.7 Park Grants Capital Improvement Plan 1.2 Capital Improvement Project 4.4 Park Improvement Projects 4.9 Park Capital Improvement Plan 5.1 Initial OCPRC Investment Park Operations and Management Plan 1.14 Park Fees and Charges 1.15 Park Revenue 4.3 Park Management and Operations 4.6 Park Utilities and Services 4.8 Park Operations and Management Plan 4.10 Park Access/Parking 4.13 Park Rules 4.15 Volunteers 4.16 Sponsorship of Events/Programs at Park by Third Parties 4.17 Use of Park by Third Parties 4.18 Use of Park by the City 5.4 Establishment of Park Fees & Charges 5.5 Park Revenue 5.7 Annual Accounting and Audits Community Context PARK ACTION PLAN 2023-2028: Southfield Oaks / Beech Woods Park Page 7 Community Context Beech Woods Park is in the southwest side of the City of Southfield, one of just four majority-Black municipalities in Oakland County. Understanding Southfield’s demographic characteristics will help Oakland County Parks (OCP) evaluate if our community engagement is reaching the people of Southfield and to provide information so that Southfield residents will access and enjoy the future park features and activities at the park. Because OCP is a county agency with a regional mission, there is also a data analysis provided of all Oakland County residents and all households within a 10-minute drive of the park. Community Description – City of Southfield The City of Southfield is located directly north of Detroit, part of the Metro Detroit metropolitan area. Southfield has a total area of approximately 26 square miles. Southfield is bounded by the City of Farmington Hills to the west; the Villages of Beverly Hills, Bingham Farms, and Franklin to the north; the Cities of Berkley, Oak Park, and Royal Oak to the east; and the Cities of Detroit and Redford to the south. Southfield also completely contains Lathrup Village, an independent city, in the eastern part of the city. The land that now makes up Southfield was surveyed by European-American settlers in 1817, initially designated as Ossewa Township in 1830, and changed to Southfield Township later that year. Today, Southfield Township comprises three villages: Beverly Hills, Bingham Farms, and Franklin. There is also a small unincorporated part that is not part of a village that occupies 0.17 acres with a population of approximately 20 persons. Southfield was incorporated as a city in 1958, later branding itself as the “A Place for Everyone” (Southfield 12/12/2023). In 2023, Southfield has a population of 76,759 people, with a population density of 2,924 residents per square mile. Southfield has a Diversity Index of 48, compared to 54 for Oakland County. The Diversity Index from Esri represents the likelihood that two persons, chosen at random from the same area, belong to different races or ethnic groups. The city has a majority Black population, with 70% Black/African American, 21% White, 2.4% Asian, and 4.2% reporting two or more races. Southfield is also home to a large and vibrant Jewish community. The median household income for Southfield residents is $61,481, with 13% of households below the federal poverty level. The City of Southfield owns 31 public parks and recreational facilities, totaling 470 acres of land. The 2022-2026 Southfield Parks and Recreation Master Plan, Community Context PARK ACTION PLAN 2023-2028: Southfield Oaks / Beech Woods Park Page 8 adopted by the City Council on January 27, 2022, inventories these recreation sites, and sets goals for future improvements. Beech Woods Park is one of three community parks identified in the Recreation Master Plan; community parks include areas for intense active recreation as well as passive recreation opportunities to meet community-based needs, preserve unique landscapes and open spaces, and attract users of all ages (Southfield 01/27/2022). 10-Minute Drive-Time Analysis With future investment and operation of Beech Woods Park by Oakland County Parks in collaboration with the City of Southfield, we also consider the demographic characteristics of people living within a 10-minute drive of the park. The 10-minute drive time area includes most of Southfield and parts of Farmington Hills, and Wayne County. The population within the 10-minute drive of Beech Woods Park is 181,477 people. The 10-minute drive time area has a diversity index of 59 compared to 54 for Oakland County and 48 for Southfield. 57% of the population is Black/African American, compared to nearly 71% in Southfield and 14% in Oakland County. 92% speak only English in the home, compared with 85% for Oakland County. The median household income for residents of this area is $57,961, with 15% of households below the federal poverty level. See data tables at the end of this section. Figure A: Map of the geographic area within a 10-minute drive of Beach Woods Park Community Context PARK ACTION PLAN 2023-2028: Southfield Oaks / Beech Woods Park Page 9 Table 1. Demographic comparison tables Geography 2023 Total Population 2023 Median Household Income 2021 Total Households Southfield City, MI 76,759 $ 61,481 33,395 Beech Woods Park (10-minute drive) 181,477 $ 57,961 75,592 Oakland County, MI 1,285,938 $ 91,020 520,393 Table 2. Demographic comparison – Diversity Index Geography 2023 Diversity Index Southfield City, MI 48 Beech Woods Park (10-minute drive) 59 Oakland County, MI 54 Figure B: Demographic comparison – Race and ethnicity 2023 White Pop- ulation 2023 Black/ African America n Pop- ulation 2023 America n Indian/ Alaska Native Pop- ulation 2023 Asian Pop- ulation 2023 Pacific Islander Pop- ulation 2023 Other Race Pop- ulation 2023 Pop- ulation of Two or More Races 2023 Hispanic Pop- ulation Southfield City, MI 21%71%0%2%0%1%4%2% Beech Woods (10-minute drive)34%56%0%3%0%1%5%3% Oakland County, MI 69%13%0%9%0%2%6%5% 0% 10% 20% 30% 40% 50% 60% 70% 80% Pe r c e n t 2 0 2 3 p o p u l a t i o n Community Context PARK ACTION PLAN 2023-2028: Southfield Oaks / Beech Woods Park Page 10 Figure C: Demographic comparison – Languages spoken in the home Figure D: Demographic comparison – Age distribution (2023) 2021 Speak Only English 2021 Speak Spanish 2021 Speak Other Indo- European Language 2021 Speak Asian-Pacific Island Language 2021 Speak Other Language Southfield City, MI 91%1%3%1%3% Beech Woods (10-minute drive)92%2%3%2%2% Oakland County, MI 84%3%6%4%3% 0% 10% 20% 30% 40% 50% 60% 70% 80% 90% 100% Pe r c e n t 2 0 2 1 p o p u l a t i o n Age 0-4 Age 5-9 Age 10- 14 Age 15- 19 Age 20- 24 Age 25- 29 Age 30- 34 Age 35- 39 Age 40- 44 Age 45- 49 Age 50- 54 Age 55- 59 Age 60- 64 Age 65- 69 Age 70- 74 Age 75- 79 Age 80- 84 Age 85+ Southfield City, MI 4%5%5%6%6%6%6%6%6%6%6%6%8%7%6%4%3%3% Beech Woods (10 minutes)5%5%6%6%6%6%6%6%6%6%7%7%7%7%5%4%2%3% Oakland County, MI 5%6%6%6%5%6%6%6%6%6%7%7%7%6%5%3%2%2% 0% 1% 2% 3% 4% 5% 6% 7% 8% 9% Pe r c e n t 2 0 2 3 p o p u l a t i o n Community Context PARK ACTION PLAN 2023-2028: Southfield Oaks / Beech Woods Park Page 11 Figure E: Demographic comparison – Household income distribution (2023) Figure F: Demographic comparison – Income and disability Less than $15,000 $15,000- $24,999 $25,000- $34,999 $35,000- $49,999 $50,000- $74,999 $75,000- $99,999 $100,000 - $149,999 $150,000 - $199,999 $200,000 or greater Southfield City, MI 11%7%8%13%20%13%17%6%6% Beech Woods (10 minutes)12%8%8%14%18%12%16%6%5% Oakland County, MI 7%5%5%9%14%13%19%12%15% 0% 5% 10% 15% 20% 25% Pe r c e n t 2 0 2 3 p o p u l a t i o n 2021 Households Below the Poverty Level 2021 Households Receiving Food Stamps/SNAP 2021 Owner Households with No Vehicles 2021 Households with 1+ Persons with a Disability Southfield City, MI 13%13%1%31% Beech Woods (10-minute drive)15%18%2%30% Oakland County, MI 8%7%2%23% 0% 5% 10% 15% 20% 25% 30% 35% Pe r c e n t 2 0 2 1 p o p u l a t i o n Community Engagement PARK ACTION PLAN 2023-2028: Southfield Oaks / Beech Woods Park Page 12 Community Engagement The Park Action Plan is built on input from the public, park users, and local officials and stakeholders. We seek engagement on multiple levels and on multiple occasions and will continue to engage the community as planning and on-the-ground activities commence. Two types of community engagement will be done for Southfield Oaks: planning engagement prior to creating a vision and goals and a preliminary action plan for the park and design engagement to engage the community in planning specific amenities and improvements as part of an overall master plan. Planning Engagement The purpose of planning engagement is to understand how people engage with the park and what is important to them about the park. Listening to the public is an important first step that provides information to guide the design process. The community engagement summarized in this Park Action Plan is planning engagement. As part of planning engagement, we communicate with stakeholders and conduct research to help us better understand the community and its characteristics such as languages spoken, demographics, median income, and potential barriers to park use. The results of research and engagement will help prioritize design of future improvements and help guide decisions. Design Engagement The purpose of this engagement is to share multiple design scenarios with the public and get information on their preferences and why. This will be led by the design consultant with support from OCP Planning and Design staff. The planning engagement above will provide important information about the community’s priorities and needs into the design process. Following an internal review process, the consultant will develop multiple design visions/layouts. After we determine these are feasible alternatives, we will host one or more open houses that include a design charette where designers and staff share multiple concepts with the community and ask for their input. Design engagement will occur after this Park Action Plan is approved and the design process commences. Existing Community Engagement Data We consulted reports from recent community engagement. The key documents consulted for Beech Woods Park are the 5-Year Parks and Recreation Master Plan documents for Southfield and Oakland County (OCP 1/26/2023). Beech Woods Park Community Engagement Purpose The purpose of this public engagement was to communicate with the stakeholders and community members to gain insights into what the community would like to see in a renovated park under Oakland County Parks management and through capital improvements. It was also our intention to reach community members who are not currently engaged or who have not historically felt welcomed or invited into parks, to identify barriers to their participation, and address gaps in equitable park access. Community Engagement PARK ACTION PLAN 2023-2028: Southfield Oaks / Beech Woods Park Page 13 Methods The public engagement methods used included an online survey, a park planning open house, and a stakeholder meeting. The survey was available online for three weeks, November 16 – December 8, 2023. Two engagement events were held in Southfield:  A park planning open house at the annual Christmas Tree Lighting event at Southfield Municipal Campus. Participants had a variety of ways in which to engage and provide input on Beech Woods Park, including verbal feedback, written comment cards, and a prioritization activity. A large board presented participants with the opportunity to identify amenities and features that they felt were the highest priority or best fit. Paper copies of the survey were available.  A virtual stakeholder meeting with members of the Beech Woods Acres Homeowner Association. Publicity and Promotion Several methods were used to reach as many engaged park users as possible including social media posts, e-marketing messages, news releases, communication with community organizations, and hosting public engagement events in Southfield. A postcard was mailed to all Oakland County addresses within a 10-minute driving distance (approximately 29,200 addresses). Summary Survey Results Survey respondents were generally supportive of the partnership between Oakland County Parks and the City of Southfield to revitalize Beech Woods Park. There were 241 unique survey entries. Most were completed online, and one was completed on paper. Approximately 75% of the responses were from Southfield. Importance of park features Both Southfield respondents and regional respondents value Beech Woods Park for its 82-acres of diverse and community-friendly uses. The most important park features for respondents are listed below: 1. Paths and walking tails 2. Trees and shade 3. Restrooms 4. Access for all abilities 5. Native flowers and pollinators Experiences and barriers to enjoyment of parks To ask about negative or unwelcoming experiences at parks, a list of scenarios was provided that included: feeling unwelcome; lack of transportation; limited accessibility; language barriers; limited information; parks not well-maintained; entrance fees too costly; and none of the above. The biggest barrier to enjoyment of parks for respondents was parks not being well maintained (24%); meanwhile, 21% of respondents selected none of the above. Community Engagement PARK ACTION PLAN 2023-2028: Southfield Oaks / Beech Woods Park Page 14 Open-ended survey responses Respondents had several opportunities to leave open-ended responses in the survey; over 270 responses were collected from approximately 240 respondents. Open ended responses gave insight into Beech Woods Park over the years, and some primary themes emerged. The top five topics mentioned most frequently were: 1. Natural spaces (trees, native plants, invasive species) 2. Trails/paths (biking, walking, cross-country skiing) 3. Appreciation/excitement/positive memories 4. Dog-friendly amenities 5. Former Beech Woods Golf Course Summary Open House Results Date and Time Location Event Approximate count Tues., Dec. 5, 6 – 8 pm Southfield Municipal Campus Front Lawn Southfield Tree Lighting Ceremony 50 We engaged with approximately 50 community members at the open house, including families and children. Attendees of all ages were invited to participate in the engagement, including a prioritization exercise and completing the survey if they had not already done so. A board presented participants with opportunities to vote for amenities and features that they felt were the highest priority or best fit. The prioritization board reflected the importance the community puts on paths and walking trails, views of the Rouge River, restrooms, pavilions and gathering spaces, and community events. The prioritization exercise was popular, as attendees were given a certain number of dots with which to cast their votes directly on the boards. In total, over 90 votes were cast. The top priorities for open house participants were: 1. Paths and walking trails 2. Views of the Rouge River 3. Restrooms 4. Pavilions and gathering spaces 5. Community events 6. Health and wellness programs Community Engagement PARK ACTION PLAN 2023-2028: Southfield Oaks / Beech Woods Park Page 15 Summary Stakeholder Meeting Results Date and Time Location Event Count Tues., Dec. 5, 3 – 4:30 pm Virtual Stakeholder Meeting 10 During the virtual meeting, the following images were displayed to allow for comments and feedback about potential improvements to Beech Woods Park: • A map of the property showing the division of Beech Woods between the City of Southfield- managed areas and the Oakland County Parks-managed areas. • Renderings of walking and biking trails, ponds, pollinator gardens, open green space, boardwalks, and gathering spaces. • City plans for future parking lot expansion and improvement. Top 5 topics discussed by the participants were: 1. Property delineation between the park and neighboring properties, including natural buffers with vegetation along fence lines. 2. Safety of the park and neighboring properties. 3. Rouge River access (flooding issues, future recreational opportunities). 4. Accessibility (walking, biking, path/trail surface materials, benches, shade structures). 5. Four-season access to the park. Conclusions Based on the response from Southfield residents and park users from a wider area, there was support and appreciation for the partnership between the City of Southfield and Oakland County Parks. OCP is grateful to attendees and respondents for their generous participation and understands the importance of keeping the priorities they expressed at the forefront: 1. Paths and trails (walking, biking, cross-country skiing) 2. Natural spaces (trees, native plants, Rouge River, invasive species) 3. Clean, working restrooms 4. Access for people of all abilities 5. Honoring the history of the former Beech Woods golf course Citywide Engagement Public engagement was conducted in the fall of 2021 for development of the Southfield 5-year Parks and Recreation Master Plan. Public engagement was also conducted in the spring and summer of 2021 for the development of the Beech Woods Park Master Plan. The City of Southfield used the following public engagement methods:  Online surveys  In-person and virtual public community open houses  Stakeholder meetings  Focus groups. Details about these methods and their main takeaways are in the table below. Unless otherwise indicated, the responses outlined below reflect the community’s priorities for the OCP-managed portion Community Engagement PARK ACTION PLAN 2023-2028: Southfield Oaks / Beech Woods Park Page 16 of Beech Woods Park. Any responses specific to the Southfield-managed portion of Beech Woods Park are noted. Table 3: Beech Woods Park Master Plan Public Engagement (February – June 2021) ACTIVITY MAIN TAKEAWAY(S) Online Survey Respondents were asked to discuss their priorities for Beech Woods Park. Residents appreciated the natural setting of Beech Woods Park but desired more opportunities for gathering and activities. Residents expressed a strong desire for multigenerational opportunities, catering to youth, middle-aged, and senior populations. Top community priorities for Beech Woods Park:  Nature trails and walking facilities  Family and kid-friendly spaces/amenities  Sidewalk connectivity, bike lanes, and multimodal transportation access. Focus Groups Pop-Up Engagement Boards Virtual Open Houses Attendees were asked to rank their preferred design concepts for Beech Woods Park, as well as comment on provided scenarios. Comments included a preference for ample parking spaces, as well as incorporating safe walking and biking paths. Table 4: Southfield Parks and Recreation Master Plan Public Engagement (October – November 2021) QUESTION/TOPIC MAIN TAKEAWAY Master Plan Survey Respondents were asked several questions related to Southfield Parks and Recreation. Below are themes related to Beech Woods Park:  Beech Woods Park was the third most visited park in the City of Southfield.  Biking and walking trails availability fell short of demand.  The most desired improvements included walking paths and outdoor fitness. Public Community Open Houses (2) Attendees participated in different engagement stations, including preferences activities, drawing worksheets, an open discussion forum, a survey station, and boards with input for each individual park and facilities. Below are themes and priorities related to Beech Woods Park:  General priorities of attendees included passive recreation, connectivity to other parks, and accessibility throughout parks.  Attendees had previously enjoyed walking trails, natural areas, and picnics.  Programs and amenities attendees were interested in increasing included nature programming and walking trails.  Preserving and protecting the natural feel of Beech Woods Park was a top priority.  Attendees wanted to create more natural buffers and berms between Beech Woods Park and the surrounding residents. Community Engagement PARK ACTION PLAN 2023-2028: Southfield Oaks / Beech Woods Park Page 17 QUESTION/TOPIC MAIN TAKEAWAY Stakeholder Meeting Approximately 25 local community leaders from religious institutions, businesses, and non-profit organizations came together in a brainstorming session. Meeting attendees brought a wide range of ideals and viewpoints. Table 5: Public Engagement Comments – Southfield-managed Portion of Beech Woods Park QUESTION/TOPIC MAIN TAKEAWAY Beech Woods Master Plan Engagement Priorities for the non-OCP-managed portion of Beech Woods Park include:  Improved golf facilities  New splash pad  Family and kid-friendly spaces/amenities  New dog park  Increased programming  Sidewalk connectivity  Bike lanes  Multimodal transportation access  Ample parking Southfield Parks and Rec Master Plan Engagement Survey Respondents were asked several questions about Southfield Parks and Recreation. Below are themes and priorities related to Beech Woods Park:  Beech Woods Recreation Center was the second most used facility.  More than 80% of respondents had never used the Beech Woods Wellness Center.  The open gym at the Beech Woods Recreation Center was the most popular program/class offered by Southfield Parks and Recreation.  The most desired improvements included a splash pad and nature center. Open Houses Respondents participated in several activities in which they were asked about their priorities for Southfield Parks and Recreation. Below are themes related to Beech Woods Park:  Attendees wanted to add a nature center, indoor walking, and disc golf.  Attendees wanted to remove the concession stand, as well as the conceptual amphitheater and outdoor basketball courts in the Beech Woods Park Master Plan.  Programs and facilities attendees prioritized included opening indoor walking tracks, teen/youth fitness classes and activities, and higher backboards at Beech Woods Recreation Center. Community Engagement PARK ACTION PLAN 2023-2028: Southfield Oaks / Beech Woods Park Page 18 Countywide Engagement Oakland County Parks conducted the Community Needs Assessment in 2022 which provided baseline insight to the park needs of county residents (ETC Institute 2022). Main takeaways from this engagement as it pertains to Hawthorne Park planning are as follows: • Future of Parks and Recreation: When asked for their priority actions for Oakland County Parks, the highest number of respondents felt managing freshwater and stormwater resources to protect water quality and reducing flooding was very important (73%). Other actions respondents felt were very important were maintaining roads and park infrastructure (61%) and reducing waste by recycling and composting (60%). • Barriers to Recreation: The highest reported barriers to recreation in the county-wide survey were lack of information, not liking the outdoors and not having time. The least reported barriers at the county level were a lack of adequate transportation and feeling unwelcome. • Important Park Features: The amenities/facilities that were most important to respondents are displayed on the chart below, with the top four choices being Trails-hiking, Farmers markets, Beaches and Natural areas/open space. • Most visited Facility Type- Trails, Farmers markets, Natural areas and open space and beaches were also the top four choices selected by respondents as their most visited facility type. • Priorities for Facility Investment- Priority Investment Ratings were developed based on the importance of an amenity and the number of residents with an unmet need for that amenity. The same four items were ranked at the highest PIR: Beaches, Trails-hiking, Farmers markets, Natural areas and open space. • Priorities for Programming: Measured using the same formula as the facility PIR, the top priority programs are Adult fitness & wellness programs, Farmers market programs, Community festivals, Art/antique/craft shows, and Food truck rallies. Community Engagement PARK ACTION PLAN 2023-2028: Southfield Oaks / Beech Woods Park Page 19 Figure G: Parks and Recreation Facilities Most Important to Households by percentage of respondents who selected the items as a top priority Environmental Condition PARK ACTION PLAN 2023-2028: Southfield Oaks / Beech Woods Park Page 20 Environmental Condition Phase I Environmental Site Assessment Phase I ESA was performed by ASTI that revealed one recognized environmental condition (REC): “The Subject Property has been used as a golf course from 1975 to 2019. Pesticides have been applied as part of golf course maintenance and care. Residual pesticide concentrations may remain in on-site soil, particularly on putting greens where applications are typically the strongest. Residual pesticides typically result in elevated metal concentrations in near surface soil.” Final report is pending. Due to this REC, ASTI has recommended conducting a Phase II ESA. Phase II Environmental Site Assessment Pending. PARK ACTION PLAN 2023-2028: Southfield Oaks / Beech Woods Park Page 21 Existing Conditions Location Beech Woods Park is in Southfield south of 9-Mile Road and east of Beech Road. The park is 81.86 acres. Address: 22200 Beech Rd, Southfield, MI 48033 Parcel ID: 24-32-51-015 Township and Range: Township 1 North, Range 10 East Park Description Beech Woods Park is an 82-acre park which features the Beech Woods Recreation Center, tennis courts, a playground, a picnic shelter, and open space. There is also a driving range, including portions that are heated and lighted, for year-round play. The former 9-hole golf course is in the south part of the park. The 39 acres that will comprise Southfield Oaks is part of this former golf course. Grant History Unless otherwise noted, all grant-funded facilities and improvements listed in the table below remain open to the public for the purpose of outdoor recreation. Grant Number Source Year Summary 26-00935 Land and Water Conservation Fund 1977 Beech Woods Park Tennis Court. Develop 1 acre for lighted and fenced tennis courts, area landscaping, and LWCF sign. $25,708 RP14-0115 Recreation Passport 2014 Beech Woods Group Picnic Area Improvement Project. Improvement of the large group picnic area adjacent to the Beech Woods Recreation Center. Provide new picnic site furnishings, repair accessible ramp. $45,000 Other Property Restrictions No additional property restrictions have been identified. Site Analysis PARK ACTION PLAN 2023-2028: Southfield Oaks / Beech Woods Park Page 22 Beech Woods Master Plan Site Analysis Site Analysis PARK ACTION PLAN 2023-2028: Southfield Oaks / Beech Woods Park Page 23 Natural Resources For almost 2 million years, southeast Michigan and Oakland County were covered by glaciers that retreated at the end of the last ice age approximately 10,000-15,000 years ago. Dominant landscape features including hills, lakes, and rivers; and resulting natural communities consisting of plants and animals are based on the soils and resulting ecosystems that formed since that glacial retreat. Indigenous populations managed those ecosystems for thousands of years using techniques such as prescribed fire. The introduction of European settlement in Oakland County in the 1800s resulted in the conversion of natural ecosystems to agriculture and industry. Beech Woods Park was no exception and was managed for agricultural purposes along the Rouge River. Beech Woods Park was likely a mixed hardwood swamp and oak-hickory forest prior to European settlement and shows remnants of its former composition in the woodlots and floodplain of the rouge where golf course development was less impactful. The topography slopes towards the Rouge River in the South and contains about a 40-foot elevation change from the driving range down to the river. The natural communities change with that elevation as well and contain more dry oak dominated forests in the higher areas that change to more remnant floodplain species and communities as the property gets closer to the Rouge River. The entire park is located within the Rouge River Watershed and contains two additional waterbodies that are not visible in their current configurations on historical aerials but may be groundwater fed and could have been previously underground until uncovered during golf course development. The Rouge River watershed is the second most developed in the state of Michigan, is primarily surrounded by development and therefore has little connection to its historical floodplain. Additionally, the Rouge is prone to extreme water level fluctuations especially during storm events. Restoration of the Rouge will focus on bank stabilization, and reconnection of the river to the floodplain to increase water storage capacity along with sediment and nutrient storage. Restoration of the floodplain will benefit the health of the river, help reduce downstream flooding, and provide critical wildlife habitat in a developed portion of Oakland County. Restoration of the two other small ponds will focus on naturalizing their shorelines, removing existing seawalls, and aquatic plant restoration to increase herpetofauna habitat. Stormwater assets on-site should be managed as naturally as possible to support water absorption in an urban environment and prevent pressure on existing systems. The forests on the property were primarily absent prior to the 1940’s aerials which indicates they were farmed. The history of the woodlot and age of the forest will be investigated. The forest will be managed to promote gap-phase dynamics, improve the diversity of understory plants, provide a wildlife corridor including migratory bird stopover, and high-quality recreational experiences. The former open golf course areas will be converted to a mix of prairie and floodplain habitat with Michigan native species. This will be accomplished through control of existing invasive species, seeding and planting of Oakland County native species and prescribed burning to stimulate the existing seedbank and support new seeding. Additionally, shrub mowing may be necessary in the wooded margins of the property to improve understory habitat. Site Analysis PARK ACTION PLAN 2023-2028: Southfield Oaks / Beech Woods Park Page 24 Boundaries Boundaries Aerial Photo (2020) Photo Chain link fence Approximately 0.37 miles of chain-link fence on the southeast side of the park and 0.38 miles of chain-link fence on the southwest side of the park. The fences abut several residences. Photo 7/17/2023 Split rail fence Approximately 100-feet long split rail wooden fence along the northern side river in the southeast corner of the park. Photo 7/17/2023 Rouge River The Rouge River is the southern boundary of Beech Woods. Approximately a quarter mile of the river flows through the park. It is surrounded by trees and wetlands on both sides. Photo 7/17/2023 Site Analysis PARK ACTION PLAN 2023-2028: Southfield Oaks / Beech Woods Park Page 25 Buildings Buildings Aerial Photo (2020) Photo Restroom building Approximately 16’ x 20’ bathroom building near Hole #4. The building is in fair condition. Constructed prior to 1990. Photo 7/17/2023 Hardscapes Recreation Center Parking Lot Asphalt parking lot, outlined in yellow at right, has 208 parking spaces; 7 are accessible. All spaces are approximately 8’ x 18’. The parking lot serves the Beech Woods Recreation Center, as well as the adjacent driving range and tennis courts. The parking lot is outside of the proposed OCP-operated area. Aerial photo at right shows the parking lot and the spatial relationship with the future Southfield Oaks. Future Southfield Oaks Site Analysis PARK ACTION PLAN 2023-2028: Southfield Oaks / Beech Woods Park Page 26 Irrigation System Irrigation System Aerial Photo (2023) Photo South Irrigation Pond Pond is within proposed OCP- operated area. Approximately 30,000 SF area at time of aerial photo. Constructed with golf course in 1975. Photo 7/17/2023 North Irrigation Pond Pond is mostly outside of proposed OCP-operated area. Approximately 18,000 SF area at time of aerial photo. Constructed with golf course in 1975. Photo 7/17/2023 Irrigation Lines, controllers, and heads Locations of irrigation equipment is noted on the drawing below (detail not visible) and will be incorporated into GIS. Figure H: Irrigation Plan (undated) Site Analysis PARK ACTION PLAN 2023-2028: Southfield Oaks / Beech Woods Park Page 27 Open Space Open Space Aerial Photo (2020) Photo Former golf course Beech Woods Golf Course (9- hole) was constructed in 1975 and closed in 2019. Golf course landscape and infrastructure is still in place, but not maintained. Photo 7/17/2023 Figure I: Page from Beech Woods Golf Course construction drawings dated 3/30/1975. Site Analysis PARK ACTION PLAN 2023-2028: Southfield Oaks / Beech Woods Park Page 28 Figure J: Sketch showing approximate layout of former 9-hole golf course (2023 aerial) Site Analysis PARK ACTION PLAN 2023-2028: Southfield Oaks / Beech Woods Park Page 29 Signs Signs Aerial Photo (2020) Photo Golf course signs There are several tee signs throughout the former golf course, indicating course location. The signs are in good condition. Photo 7/17/2023 Trails and Boardwalks Trails and Boardwalks Aerial Photo (2020) Photo Cart paths Asphalt cart paths remain from the former golf course, in mostly poor condition. Photo 7/17/2023 Utilities and Infrastructure The following figures show locations of utilities and stormwater infrastructure at Beech Woods Park and vicinity. See symbol legend at right. Symbol legend – insert here. Site Analysis PARK ACTION PLAN 2023-2028: Southfield Oaks / Beech Woods Park Page 30 Figure K: Utility map at Beech Road and West 9-Mile Road Site Analysis PARK ACTION PLAN 2023-2028: Southfield Oaks / Beech Woods Park Page 31 Figure L: Utility map at central part of Beech Woods Park at Beech Road Site Analysis PARK ACTION PLAN 2023-2028: Southfield Oaks / Beech Woods Park Page 32 Figure M: Utility map at southern part of Beech Woods Park at Beech Woods Road and Shiawassee Road Strategic Plan PARK ACTION PLAN 2023-2028: Southfield Oaks / Beech Woods Park Page 33 Strategic Plan The strategic plan for Southfield Oaks is designed to guide the park into the future and identify what actions are needed to make progress and how we will know the efforts were successful. It will help us to set priorities, focus energy and resources, and ensure we are working toward common goals. It also will help us to evaluate results and adjust our direction in response to a changing environment. Park Vision The park vision is a statement that inspires and guides us; it is aspirational and declares our intent and direction and states the long-term outcome of our work. Southfield Oaks at Beech Woods Park is a popular destination for Southfield and Oakland County residents to explore and learn and leave feeling peaceful, refreshed, and rejuvenated. As an Oakland County nature preserve, Southfield Oaks highlights the natural and cultural history of the area, helping to educate and connect Oakland County residents. The park is safe and welcomes everyone. It is resilient and helps create a more sustainable future for the people of Southfield and for the environment. Park Goals The park goals are the broader strategies that will lead us to the realization of our park vision. 1. Honor the value of parks and natural areas to the residents of the City of Southfield. 2. Collaborate with City officials, staff, organizations, and residents who have invested in and cared for the park over the years. 3. Execute a transition to Oakland County Parks operation that is transparent, maintains open lines of communication, and acknowledges the park is owned by the City of Southfield. 4. Operate the park and invest in improvements in a manner that is fiscally responsible for Oakland County Parks and enhances the fiscal sustainability of the City of Southfield. 5. Improve and build sparse, minimal, and thoughtfully placed park features, including benches, boardwalks, overlooks, docks, and restrooms, that are constructed with locally sourced and sustainable materials, and that contribute to a more sustainable, green future through intentional stormwater management and community education opportunities. 6. Establish Southfield Oaks as an Oakland County nature preserve. 7. Adhere to the seven Leave No Trace Principles1: Plan ahead and prepare; travel and camp on durable surfaces; dispose of waste properly, leave what you find, minimize campfire impacts, respect wildlife, and be considerate of other visitors. 8. Connect residents to nature through restoration of natural assets and nature education programming to improve regional biodiversity and resilience to climate change. 1 LEAVE NO TRACE PRINCIPLES: These seven principles were established by the Leave No Trace Center for Outdoor Ethics, and built on work by the US Forest Service, National Park Service, and Bureau of Land Management. The principles are based on and informed by scientific research in the fields of recreation ecology and human dimensions of natural resources. (www.LNT.org) Strategic Plan PARK ACTION PLAN 2023-2028: Southfield Oaks / Beech Woods Park Page 34 9. Foster a welcoming environment for all park users through varied methods and processes, including universal design[1], multi-lingual signage and promotion, clean, working restroom facilities, and regular cleaning and maintenance. 10. Employ strategies involving design, programming, maintenance, and resident involvement to create a safe park environment. City of Southfield Parks and Recreation Master Plan The City of Southfield Parks and Recreation Master Plan 2022-2026 identified potential park upgrades for the OCP-managed portion of Beech Woods Park, including installing new signage and implementing the 2021 Beech Woods Park Master Plan. The Southfield Recreation Master Plan also identified upgrades for the Southfield-managed portion of Beech Woods Park, which included installing new signage and a golf ball machine at the driving range. The Recreation Master Plan notes that Beech Woods Park is one of the four most visited park by survey respondents. The Beech Woods Recreation Center is the second most visited facility in the City of Southfield; the open gym at Beech Woods Recreation Center was the most frequently attended class/program by survey respondents. Moreover, survey respondents desired parks and recreation improvements, such as walking paths, a nature center, and outdoor fitness equipment (Southfield 01/27/2022). City of Southfield Beech Woods Park Master Plan Due to the high maintenance and operating costs of the Beech Woods Golf Course, the City of Southfield undertook a Beech Woods master planning project in 2019 to determine the future of the property. In June of 2021, the Beech Woods Park Master Plan was published, detailing community engagement, existing conditions and research, and implementation and funding. The Beech Woods Park Master Plan identified potential park upgrades for the OCP-managed portion of Beech Woods Park, including:  Developing a network of paved and unpaved trails.  Investing in stormwater infrastructure.  Installing a boardwalk near the banks of the Rouge River.  Adding a new parking lot on the southern end of the park. The Beech Woods Park Master Plan also identified upgrades for the Southfield-managed portion of Beech Woods Park, which included, adding new basketball courts, expanding parking lots, developing a great lawn with a sledding hill and amphitheater, and installing new picnic pavilions, a playground, and splash pad. (Southfield 7/30/2021) The following images from the Beech Woods Park Master Plan relate to the former golf course area. [1] Universal design results in a built environment that allows independent use and inclusive participation by people with disabilities, without separating them from others. When building new facilities or renovating existing structures, we strive to design universally accessible facilities and structures that are easily used by all. Strategic Plan PARK ACTION PLAN 2023-2028: Southfield Oaks / Beech Woods Park Page 35 Strategic Plan PARK ACTION PLAN 2023-2028: Southfield Oaks / Beech Woods Park Page 36 Strategic Plan PARK ACTION PLAN 2023-2028: Southfield Oaks / Beech Woods Park Page 37 Timeline Improvements and development at Southfield Oaks will be guided by community engagement, site conditions and context, as well as available funding. Key Dates and Milestones  November 29, 2023 – Executed date for Interlocal Partnership Agreement and beginning of Transition Period.  December 29, 2023 – Deadline for City to provide grant agreements and other documentation of third- party agreements and property restrictions to OCP.  January 15, 2023 – OCP deadlines to submit the following to the City: o Park Action Plan o Park Operations and Management Plan o Capital Improvement Plan  February 15, 2023 – City deadline to provide review and comments to OCP on the following: o Park Action Plan o Park Operations and Management Plan  March 1, 2023 – City deadline to provide review and comment to OCP on the Capital Improvement Plan  March 31, 2024, or the date City Council approves the Park Action Plan, whichever occurs last – End of Transition Period and beginning of OCP operation of park. Strategic Plan PARK ACTION PLAN 2023-2028: Southfield Oaks / Beech Woods Park Page 38  December 31, 2024 – per American Rescue Plan Act (ARPA) guidelines, the deadline for all ARPA-funded contracts to be executed.  December 31, 2026 – per ARPA guidelines, the deadline for all ARPA-funded projects to be completed. Park Objectives The park objectives outline a variety of strategies and specific actions and projects that will implement the overall vision and goals for the park. Many of the objectives are general in nature and will be developed in more detail during park design and development. Objectives that are also identified as Capital Improvement Plan (CIP) projects are also indicated to the right of the individual objective and are further detailed in the CIP chapter. I Park Operations OCP responsibility for operating and managing Southfield Oaks, including programs and events, is detailed in the Park Operations and Management Plan (POMP) A OCP responsibility for operating and managing Southfield Oaks, including programs and events, is detailed in the Park Operations and Management Plan (POMP) POMP B OCP Nature Preserve: Park will be designated an OCP Nature Preserve and managed per the OCP Nature Preserve Policy II Natural Resources Management A Natural Areas Stewardship: Protect, restore, and enhance unique natural communities and promote biodiversity across the landscape. 1 Survey property and classify natural communities to develop management recommendations 2 Treat existing invasive species populations utilizing mechanical, manual and chemical methods. 3 Upland and Floodplain Restoration Restore former open golf course areas to a mix of prairie and floodplain habitat through control of existing invasive species, seeding and planting of Oakland County native species and prescribed burning to stimulate the existing seedbank and support new seeding CIP SO001 4 Perform prescribed burns as part of restoration process and ongoing property maintenance. B Freshwater Stewardship: Protect, restore, and enhance wetland habitat and associated aquatic organisms. 1 Perform aquatic monitoring of two on-site ponds, the Rouge River, and any connecting or other on-site streams 2 Rouge River Restoration Restore the Rouge River with bank stabilization and installation of woody debris/structures, and reconnection of the river to the floodplain to increase water storage capacity along with sediment and nutrient storage CIP SO003 3 Ponds Restoration Restore two ponds with shoreline naturalization, removal of existing seawalls, and aquatic plant restoration to increase aquatic wildlife and herpetofauna habitat. CIP SO002 4 Documentation, monitoring, and maintenance of stormwater infrastructure 5 Compliance with Oakland County Phase II Stormwater permit Strategic Plan PARK ACTION PLAN 2023-2028: Southfield Oaks / Beech Woods Park Page 39 C Forestry: Protect, restore, and enhance diverse forest systems and shade trees for recreational users. 1 Survey existing forested areas and document non-native trees, forest pests and diseases and hazardous trees along trails 2 Tree Planting Develop and implement a tree planting plan for recreational shade and biodiversity improvements CIP SO004 3 Remove non-native trees as resources allow 4 Shrub mowing in the woods and along forest margins to improve understory habitat. D Wildlife: Protect, restore, and enhance rare and unique native wildlife species and biodiversity. 1 Survey for non-native, nuisance and native wildlife species and populations 2 Improve wildlife habitat in conjunction with other restoration projects III Facilities and Assets A Accessibility and Universal Access Perform accessibility audit of facilities, trails, and features to ensure compliance with the ADA, prioritizing any non-compliant items to be brought up to standards. Incorporate universal access design principles as new facilities are constructed and improvements to existing facilities are made. B Boundaries Inventory and assess all park boundaries and determine appropriate materials for delineation and appropriate level of vegetation management. Identify and implement projects to replace or remove damaged or deteriorated fences, gates, and other boundary delineation, including golf course nets. Use the boundary specification that accomplishes needed boundary identification and appropriate security level, minimizes maintenance requirements, allows for wildlife movement, and enhances the welcoming appearance of the park. Incorporate a neighborhood communication plan into all external boundary projects. 1 External Boundary Evaluation/Installation Evaluate park boundary and install appropriate type of boundary delineation per OCP Boundary Standards that establishes the park boundary, discourages encroachment, and allows for movement of wildlife. CIP SO006 2 Internal Boundary The transition between the OCP-managed Southfield Oaks and Southfield- managed Beech Woods Park is not expected to be delineated by fences or boundary markers. Appropriate signage will identify Southfield Oaks. 2 Park Entrance Plan and install park ingress and egress in partnership with Southfield per Interlocal Partnership Agreement (Sections 1.11, 4.10, 5.2) C Buildings Maintain an annually updated inventory of building roofs (materials, colors, inspection results, installation, and repair dates) and building equipment (manufacturer information, inspection results, installation, and repair dates) in the park and forecast timeline for upgrades and replacements. Transition building practices, equipment, materials, and supplies to sustainable alternatives to meet sustainability targets and decrease impact on surrounding environments. Strategic Plan PARK ACTION PLAN 2023-2028: Southfield Oaks / Beech Woods Park Page 40 1 Restroom Building Evaluation and Improvement/Replacement Evaluate existing restroom building and renovate with new fixtures and finishes and restore functionality for public use. Evaluate whether replacement in existing or alternate location is the more feasible option. CIP SO007 2 Shelters Evaluation/Potential Construction Evaluate need for smaller shelters for shade and small gatherings. Design and construct as appropriate and feasible. CIP SO008 D Hardscapes 1 Entrance and parking Design and construction of entrance road and parking lots is by Southfield in partnership with OCP per Interlocal Partnership Agreement (Sections 1.11, 4.10, 5.2) E Information Technology Identify and implement projects to improve customer service, park and building safety, staff efficiency, workplace conditions with technological innovation and equipment. Actions may include: 1) security cameras and lighting, 2) enhanced wi-fi connectivity for staff and public, 3) point-of-sale improvements, 4) vehicle and pedestrian counters, and 5) timed, automatic locking systems. 1 Evaluate the need for technological improvements at the park and install infrastructure and equipment as feasible and appropriate. CIP SO011 E Irrigation System 1 Decommission existing golf course irrigation infrastructure; incorporate irrigation ponds into natural resource restoration F Open Space 1 Maintain open space areas for unstructured play 2 Provide universally accessible site furnishings throughout park – e.g., benches, picnic tables, shade elements. G Playgrounds Design and construct playgrounds and access routes that comply with the requirements of the Americans with Disability Act (ADA) and the Consumer Products Safety Commission at a minimum. Apply Universal Design principles wherever possible to foster play between people with and without disabilities and intergenerationally. Address the needs of the whole child with a variety of ground level, elevated level, and sensory experiences. Consider linking playgrounds to other spaces to play - in nature, in open space, or with water. Consider associated amenities such as shade structures, benches, and drinking water, as well as convenient parking and restroom access. 1 Play Pockets Design/Installation Based on public engagement, consider the need for additional smaller play elements and sensory features. If determined to be feasible, incorporate play area design into a larger design process that incorporates universal design; and considers community need, site context, and natural resources impacts. CIP SO010 2 Consider installation of adult exercise equipment H Signs 1 Identification of Southfield Oaks 2 Trailhead signage 3 Wayfinding signage Strategic Plan PARK ACTION PLAN 2023-2028: Southfield Oaks / Beech Woods Park Page 41 4 Natural resources interpretive signage 5 Historical interpretive signage, including Indigenous history and information honoring former golf course use I Stormwater Infrastructure – See II B Freshwater Stewardship J Sustainability Improvements Invest in the park system to prepare for meeting environmental sustainability targets including reducing greenhouse gas emissions, sourcing, or installing renewable energy, electrification of vehicles and equipment, improving water quality and access, reducing water, herbicide, and disposable product use, improving stormwater resilience, and reduction and management of waste. 1 Environmental Sustainability Evaluation/Potential Installations Consider the installation of environmental sustainability improvements at the park and install infrastructure and equipment as feasibility and appropriate. CIP SO009 2 Strategize how to provide shelter and/or relief from extreme heat events K Trails and Boardwalks New trail development is supported by a comprehensive planning process that maximizes the trail user experience within the context of long-term sustainability. Trails are designed and constructed based on a parkwide trail plan is suited to site conditions, minimizes impacts on natural areas, and meets the requirements of the Americans with Disabilities Act and the Architectural Barriers Act Standards. To the extent possible, consider connectivity within the regional trail network and local pathways. 1 Trail and Boardwalk Network and Construction Design and construct a looped trail network that maximizes viewsheds, provides a variety of habitat experiences as well as access to amenities, and provides connectivity with future entrance road, parking area, and park to be located on City property. Trailheads, upland trails, and boardwalks through wetlands are universally accessible and comply with OCP Trail Standards. CIP SO013 L Utilities and Infrastructure M Water Access 1 Rouge River Viewing and Access Structure Design and construct universally accessible structures that are incorporated into the Trail and Boardwalk Network and provide views and enjoyment of the Rouge River. Determine the feasibility of incorporating fishing, kayak launch, or other access. CIP SO005 III Connectivity A Neighborhood Connectivity Maintain existing connections to adjacent neighborhoods via city sidewalks B Connectivity with Beech Woods Park Maintain a seamless transition between Southfield Oaks and Beech Woods Park with signage denoting OCP operation and Healthy Communities program investments by OCP C Public Transit Evaluate access via SMART bus and other public transport V Property Management A Property Agreements and Restrictions Coordinate all design and new uses with existing property restrictions Strategic Plan PARK ACTION PLAN 2023-2028: Southfield Oaks / Beech Woods Park Page 42 1 DNR grant agreements 2 Add appropriate habitat to the OCP Eastern Massasauga Rattlesnake Implementation Plan to ensure Eastern Massasauga Rattlesnake protection B Property Acquisition – Acquisition of additional property is not anticipated Capital Improvement Plan PARK ACTION PLAN 2023-2028: Southfield Oaks / Beech Woods Park Page 43 Capital Improvement Plan Capital Improvement Plan PARK ACTION PLAN 2023-2028: Southfield Oaks / Beech Woods Park Page 44 Capital Improvement Plan PARK ACTION PLAN 2023-2028: Southfield Oaks / Beech Woods Park Page 45 Capital Improvement Plan PARK ACTION PLAN 2023-2028: Southfield Oaks / Beech Woods Park Page 46 Capital Improvement Plan PARK ACTION PLAN 2023-2028: Southfield Oaks / Beech Woods Park Page 47 Park Operations and Management Plan PARK ACTION PLAN 2023-2028: Southfield Oaks / Beech Woods Park Page 48 Park Operations and Maintenance Plan Park Operations and Management Plan PARK ACTION PLAN 2023-2028: Southfield Oaks / Beech Woods Park Page 49 Park Operations and Management Plan PARK ACTION PLAN 2023-2028: Southfield Oaks / Beech Woods Park Page 50 Park Operations and Management Plan PARK ACTION PLAN 2023-2028: Southfield Oaks / Beech Woods Park Page 51 Park Operations and Management Plan PARK ACTION PLAN 2023-2028: Southfield Oaks / Beech Woods Park Page 52 Letter of Intent 9/7/2022 PARK ACTION PLAN 2023-2028: Southfield Oaks / Beech Woods Park Page 53 Letter of Intent Letter of Intent 9/7/2022 PARK ACTION PLAN 2023-2028: Southfield Oaks / Beech Woods Park Page 54 Letter of Intent 9/7/2022 PARK ACTION PLAN 2023-2028: Southfield Oaks / Beech Woods Park Page 55 Interlocal Partnership Agreement PARK ACTION PLAN 2023-2028: Southfield Oaks / Beech Woods Park Page 56 Interlocal Partnership Agreement Interlocal Partnership Agreement PARK ACTION PLAN 2023-2028: Southfield Oaks / Beech Woods Park Page 57 Interlocal Partnership Agreement PARK ACTION PLAN 2023-2028: Southfield Oaks / Beech Woods Park Page 58 Interlocal Partnership Agreement PARK ACTION PLAN 2023-2028: Southfield Oaks / Beech Woods Park Page 59 Interlocal Partnership Agreement PARK ACTION PLAN 2023-2028: Southfield Oaks / Beech Woods Park Page 60 Interlocal Partnership Agreement PARK ACTION PLAN 2023-2028: Southfield Oaks / Beech Woods Park Page 61 Interlocal Partnership Agreement PARK ACTION PLAN 2023-2028: Southfield Oaks / Beech Woods Park Page 62 Interlocal Partnership Agreement PARK ACTION PLAN 2023-2028: Southfield Oaks / Beech Woods Park Page 63 Interlocal Partnership Agreement PARK ACTION PLAN 2023-2028: Southfield Oaks / Beech Woods Park Page 64 Interlocal Partnership Agreement PARK ACTION PLAN 2023-2028: Southfield Oaks / Beech Woods Park Page 65 Interlocal Partnership Agreement PARK ACTION PLAN 2023-2028: Southfield Oaks / Beech Woods Park Page 66 Interlocal Partnership Agreement PARK ACTION PLAN 2023-2028: Southfield Oaks / Beech Woods Park Page 67 Interlocal Partnership Agreement PARK ACTION PLAN 2023-2028: Southfield Oaks / Beech Woods Park Page 68 Interlocal Partnership Agreement PARK ACTION PLAN 2023-2028: Southfield Oaks / Beech Woods Park Page 69 Interlocal Partnership Agreement PARK ACTION PLAN 2023-2028: Southfield Oaks / Beech Woods Park Page 70 Interlocal Partnership Agreement PARK ACTION PLAN 2023-2028: Southfield Oaks / Beech Woods Park Page 71 Interlocal Partnership Agreement PARK ACTION PLAN 2023-2028: Southfield Oaks / Beech Woods Park Page 72 Boundary Survey PARK ACTION PLAN 2023-2028: Southfield Oaks / Beech Woods Park Page 73 Boundary Survey Boundary survey is in progress. Nature Preserve Policy PARK ACTION PLAN 2023-2028: Southfield Oaks / Beech Woods Park Page 74 Nature Preserve Policy Nature Preserve Policy PARK ACTION PLAN 2023-2028: Southfield Oaks / Beech Woods Park Page 75 Southfield Approvals PARK ACTION PLAN 2023-2028: Southfield Oaks / Beech Woods Park Page 76 Southfield City Approvals INSERT documentation. References PARK ACTION PLAN 2023-2028: Southfield Oaks / Beech Woods Park Page 77 References City of Southfield and County of Oakland. 11/16/2023. Interlocal Partnership Agreement. Waterford MI: Oakland County Parks and Recreation Commission. City of Southfield and County of Oakland. 9/7/2022. Letter of Intent. Waterford MI: Oakland County Parks and Recreation Commission. ETC Institute. 2022. Oakland County Parks Needs Assessment Findings Report. Waterford MI: Oakland County Parks and Recreation Commission. OCP. 1/26/2023. Oakland County Parks 5-Year Parks and Recreation Master Plan 2023-2027. Waterford MI: Oakland County Parks and Recreation Commission. Southfield. 01/27/2022. 2022-2026 Southfield Parks and Recreation Master Plan. Southfield MI: City of Southfield. Southfield. 7/30/2021. Beech Woods Park Master Plan. Southfield MI: City of Southfield. Southfield. 12/12/2023. Sustainable Southfield 2.0 Comprehensive Master Plan 2023-2028. Southfield MI: City of Southfield City Council. Appendix A: Public Engagement Report PARK ACTION PLAN 2023-2028: Southfield Oaks / Beech Woods Park Page 78 Appendix A: Public Engagement Report Oak Park Woods at Shepherd Park Park Action Plan David H. Shepherd Park, City of Oak Park, Michigan DRAFT DATE: 1/13/2024 Approved by Oakland County Parks Commission: DATE TBD A pproved by Oak Park – DATE TBD RETURN TO AGENDA ACKNOWLEDGEMENTS Oakland County Parks and Recreation Commission J. David VanderVeen, Acting Chairman Ebony Bagley, Secretary Christine Long, Executive Committee Member Yolanda Charles, Commissioner Andrea LaFontaine, Commissioner Jim Nash, Commissioner Nancy L. Quarles, Commissioner E. Lance Stokes, Commissioner Executive Leadership Team Chris Ward, Director – Park and Recreation Melissa Prowse, Manager – Planning and Development Jim Dunleavy, Manager – Park and Recreation Operations Aaron Stepp, Manager – Business and Internal Services City of Oak Park Mayor and City Council Marian McClellan, Mayor Carolyn Burns, Mayor Pro Tem Julie Edgar, Council Member Shaun Whitehead, Council Member Solomon Radner, Council Member City of Oak Park Staff Erik Tungate, City Manager Crystal VanVleck, Deputy City Manager of Community Services Dave DeCoster, Deputy City Manager of Municipal Services Laurie Stasiak, Recreation Director Courtney Flynn, Director of Communications and Public Information Oakland County Parks and Recreation 2800 Watkins Lake Road Waterford, MI 48328 OaklandCountyParks.com Oakland County Parks Staff Contacts – Planning and Resource Development Donna Folland, Chief (248) 736-9087 follandd@oakgov.com Simon Rivers, Associate Planner (248) 421-9033 riverss@oakgov.com Oakland County Parks Staff Contacts – Park Operations Erik Koppin, Chief of Operations – South District (248) 909-7702 koppine@oakgov.com Doug Ammon, Park Supervisor – Catalpa and Glen Oaks (248) 851-8356 ammond@oakgov.com Oakland County Parks Staff Contacts – Natural Resources and Nature Education Sarah Cook-Maylen, Chief of Natural Resources and Sustainability (248) 343-1353 maylens@oakgov.com Mary Blumka, Supervisor of Nature Education (248) 625-6473 blumkam@oakgov.com PARK ACTION PLAN 2024-2028: Oak Park Woods at Shepherd Park Page 1 Table of Contents Introduction ................................................................................................................................................................2 Community Context....................................................................................................................................................8 Community Engagement ......................................................................................................................................... 13 Environmental Condition......................................................................................................................................... 20 Existing Conditions .................................................................................................................................................. 21 Strategic Plan ........................................................................................................................................................... 36 Capital Improvement Plan ....................................................................................................................................... 44 Letter of Intent ........................................................................................................................................................ 47 Interlocal Partnership Agreement ........................................................................................................................... 50 Boundary Survey ..................................................................................................................................................... 64 Oak Park Approvals ................................................................................................................................................. 67 References ............................................................................................................................................................... 68 Appendix A: Park Operations and Management Plan ............................................................................................. 69 Appendix B: Public Engagement Report .................................................................................................................. 75 Introduction PARK ACTION PLAN 2024-2028: Oak Park Woods at Shepherd Park Page 2 Introduction David H. Shepherd Park resides on the ancestral, traditional, and contemporary lands of the Anishinaabe, known as the Three Fires Confederacy, comprised of the Ojibwe, Odawa, and Potawatomi. Evidence of a Native presence on and near the land includes its location between the Saginaw Trail to the west and several secondary trails located in the eastern part of Southfield Township. In 1835 Appollos and Abigail Dewey became the first people to purchase the land that became the park. 1846 the Deweys sold the land to Betsey, Abigail’s sister, and her husband Abner Davis. Over time the land was owned by the McClelland, Harman, Hanrahan, Chevillot and Siterlet families, the latter which owned it into the early 1940s. After Oak Park was incorporated as a city in 1945, a civic center was developed which included a park known initially as Major Park but called “Oak Park Park” by many residents. The park included a hill designed for sledding and created using truckloads of dirt from the many basement excavations which had resulted from the housing boom in the 1950s. In 1981 the park was renamed David H. Shepherd Park, in honor of a long-time serving mayor who had died of a heart attack that year. Oakland County Parks (OCP) and the City of Oak Park have entered into the Oak Park Partnership agreement aimed at rejuvenating and maintaining the northern 17 acres of Shepherd Park. Under the terms of the Oak Park Partnership agreement, Oakland County will invest more than $1.5 million to improve park facilities and assume long-term responsibility for park management and maintenance. This Park Action Plan is intended to serve as a roadmap for both the city and the county for the future of Shepherd Park. Figure A: Aerial photograph of 17-acre area proposed partnership area 17-acre future Oak Park Woods at Shepherd Park Introduction PARK ACTION PLAN 2024-2028: Oak Park Woods at Shepherd Park Page 3 Oak Park noted this partnership in its Recreation Master Plan as: “Coordination with Oakland County to incorporate mobility, recreation, infrastructure and utility plans at the local level, securing state and local funding for implementation (most recently seen in the Oak Park Complete Streets Plan). Partnership with Oakland County also encourages participation in county-wide programming, special events, and sharing of resources. The City is working with the Oakland County on a long term agreement for a partnership and investment to Shepherd Park”. (Oak Park 2023, p.33) Figure B: Event at Shelter 1 at Shepherd Park 1 1 Photo credit: Oak Park Recreation Master Plan (Oak Park 2023) Introduction PARK ACTION PLAN 2024-2028: Oak Park Woods at Shepherd Park Page 4 Definitions Several agencies and locations are mentioned throughout the document that may also have alternate names or acronyms. These items may also be referenced differently in the attached legal documents (Letter of Intent and Interlocal Partnership Agreement). The definition list below provides the terms used throughout this document. ARPA – American Recovery Plan Act State and Local Recovery Funds David H. Shepherd Park – the 57-acre park located between Northfield Blvd and Oak Park Blvd, west of Coolidge Hwy and east of Church Street, owned by Oak Park. Healthy Communities Park and Outdoor Recreation Investment Plan – The OCBOC-approved program allocating ARPA State and Local Fiscal Recovery Funds for OCPRC to invest in park and outdoor recreational spaces in OCP and community parks. Oak Park – refers to the City of Oak Park, its geographic location, and its government. Oak Park Woods – refers to Oak Park Woods at Shepherd Park, the shortened form of the park name used in this document. Oak Park Woods at Shepherd Park – proposed name to refer to the future Oakland County Park, located at the northern 17 acres of Shepherd Park. Oakland County Board of Commissioners – Oakland County’s governing body, which also approves certain approvals made by the Oakland County Parks and Recreation Commission – specifically those concerning land acquisition, grant funding, and use agreements. Oakland County Parks – the park system, its land and operations, which is overseen by the Oakland County Parks and Recreation Commission. Oakland County Parks and Recreation Commission – the 10-member board that is responsible for planning, developing, and operating parks and recreation facilities, making rules and regulations, establishing a fee structure, approving budget expenditures, acquiring new parkland, acceptance of grant funding, and the entrance into use agreements. OCBOC – acronym for Oakland County Board of Commissioners OCP – acronym for Oakland County Parks OCPRC – acronym for Oakland County Parks and Recreation Commission Shepherd Park – refers to David H. Shepherd Park Introduction PARK ACTION PLAN 2024-2028: Oak Park Woods at Shepherd Park Page 5 Oakland County Parks and Recreation Master Plan The Oakland County Parks and Recreation Master Plan 2023-2027 updated the vision of Oakland County Parks (OCP) to focus beyond the parks currently managed by OCP to ensuring that all Oakland County residents experience the benefits of recreation. “Everyone in Oakland County has access to a park, public space, or recreational opportunity to relax, be active, socialize, and connect with nature.” The Recreation Master Plan went further to identify four core values that would be the basis for decisions and strategies in the coming five years.  Diversity, Equity, and Inclusion: Ground all actions and decisions in equity and justice and provide parks and recreation services that feel safe and welcoming to everyone.  Health and Wellness: Increase access to the spaces and experiences that promote physical, mental, and social health for all.  Environmental Sustainability and Natural Resources Stewardship: Plan, build, and operate our parks and services in a sustainable manner while collaborating with local communities. Care for the natural environment, preserve land and open space for future generations, meet current recreation needs without compromising the future, and build community resilience and adaptation to climate change.  Fiscal Responsibility and Organizational Excellence: Implement our mission with a robust, innovative, and diverse parks and recreation organization and ground our decisions in sound fiscal policy. These core values are the foundation for new community partnerships to enhance the access and quality of recreation in local communities in Oakland County. (OCP 1/26/2023) Healthy Communities Park and Outdoor Recreation Investment Plan In October 2022, the Oakland County Board of Commissioners approved allocation to the Oakland County Parks and Recreation Commission for $15M in Oakland County American Rescue Plan Act (ARPA) State and Local Fiscal Recovery Funds to invest in park and outdoor recreational spaces. OCP agreed to match the ARPA allocation with a minimum amount of $5.2M (OCP 1/26/2023). Approximately 60% of this funding was designated for investment in community parks with the remainder to be invested in existing OCP parks. Investment in community parks has the following objectives: • Transform and eliminate historic inequities in the distribution of the benefits of the Oakland County Parks system and significantly enhance our capacity to serve residents of densely populated diverse core urban cities. • Rejuvenate municipal parks that are underutilized due to existing conditions that compromise accessibility, participation, and use by residents, including outdated or inoperable recreation equipment and facilities, deteriorating infrastructure, and disinvestment and underutilization of natural resources/park amenities. Introduction PARK ACTION PLAN 2024-2028: Oak Park Woods at Shepherd Park Page 6 • Sustain the one-time investment of ARPA funding through partnerships that will incorporate four existing municipal parks into the Oakland County Parks system, securing long-term, ongoing investments from OCP in park facilities and maintenance. • Expand accessibility and use of existing community park facilities to serve regional recreational needs. • Make investments in park infrastructure that will have the greatest impact in improving the health and well-being of our residents. • Provide much needed financial aid to chronically underfunded communities to address priority local park and outdoor recreation needs. Prior to the BOC approval of the Healthy Communities Investment Plan, the City of Oak Park and OCPRC signed a Letter of Intent that signified their intention to develop a partnership to invest Oakland County ARPA funds in improvements at the David H. Shepherd Park and for OCP to operate these areas as parts of an Oakland County Park for an agreed period of time (City of Oak Park and County of Oakland 9/7/2022). Interlocal Partnership Agreement The City of Oak Park and OCP negotiated and signed an Interlocal Partnership Agreement that details the long-term relationship intended to improve David H. Shepherd Park for the residents of Oak Park and Oakland County, to be managed by OCP as an Oakland County Park. This Park Action Plan and its component parts are requirements of the Interlocal Partnership Agreement (City of Oak Park and County of Oakland 8/8/2023). The Park Action Plan fulfills multiple requirements provided by the Interlocal Partnership Agreement. The table below relates the chapters of the Park Action Plan to individual sections of the Interlocal Partnership Agreement. Park Action Plan Section Interlocal Partnership Agreement Reference / Notes Introduction 4.7 Park Action Plan Community Context Community Engagement 3.3.4 Park Planning Existing Conditions 3.2.1. Grants & Endowments 3.2.2. Agreements between City and Third Parties 3.3.3. Premises Inspections Environmental Condition 3.4 Environmental Condition 3.4.1 Environmental Assessments 3.4.2 Copies of Environmental Assessments 6.4 Liability for Environmental Matters Strategic Plan 2.6 Designation of Park & Name of Park 3.3.4 Park Planning 3.3.5 Park Programming 4.4 Park Improvement Projects 4.5 Park Maintenance/Repairs 4.7. Park Action Plan 4.8 Park Operations and Management Plan 4.9 Park Capital Improvement Plan Introduction PARK ACTION PLAN 2024-2028: Oak Park Woods at Shepherd Park Page 7 Park Action Plan Section Interlocal Partnership Agreement Reference / Notes 4.10 Park Access/Parking 4.14 Signs 5.6 Park Grants Capital Improvement Plan 1.2 Capital Improvement Project 4.4 Park Improvement Projects 4.9 Park Capital Improvement Plan 5.1 Initial OCPRC Investment Park Operations and Management Plan 1.13 Park Fees and Charges 1.14 Park Revenue 4.3 Park Management and Operations 4.5 Park Maintenance/Repairs 4.6 Park Utilities 4.8 Park Operations and Management Plan 4.10 Park Access/Parking 4.12 Park Rules 4.13 Park Security 4.14 Signs 4.16 Sponsorship of Events/Programs at Park by Third Parties 4.17 Use of Park by Third Parties 4.18 Use of Park by the City/County 5.2 Maintenance Fee 5.3 Establishment of Park Fees & Charges 5.4 Park Revenue 5.5 Annual Accounting and Audits 5.6 Park Grants The final sections, provided for reference, include:  Letter of Intent  Interlocal Partnership Agreement  Boundary Surveys  Oak Park Approval  References  Appendix A: Public Engagement Report Community Context PARK ACTION PLAN 2024-2028: Oak Park Woods at Shepherd Park Page 8 Community Context David H. Shepherd Park is on the western side of Oak Park, one of the most diverse cities in Oakland County. Understanding Oak Park’s demographic characteristics will help Oakland County Parks (OCP) evaluate if our community engagement is reaching the people of Oak Park and if Oak Park residents are accessing and enjoying the park features and activities at the park. Because OCP is a county agency, there is also a data analysis provided of all Oakland County residents and all households within a 10-minute drive of the park. Community Description – City of Oak Park The City of Oak Park is located directly north of Detroit, part of the Metro Detroit metropolitan area. Oak Park has a total area of 5 square miles. Oak Park is bounded by the City of Southfield to the west; the City of Berkley and the City of Huntington Woods to the north; the City of Pleasant Ridge and the City of Ferndale to the east; the Charter Township of Royal Oak to the south and east; and the City of Detroit to the south. The land that now makes up Oak Park was first surveyed by European-American settlers in 1817, designated as Royal Oak Township by Michigan’s first governor, Lewis Cass. The township originally also comprised the areas that now make up Hazel Park, Ferndale, Madison Heights, Pleasant Ridge, Huntington Woods, Royal Oak, Berkley, Clawson, and the Charter Township of Royal Oak. Oak Park was incorporated as a village in 1927 and later as a city in 1945, branding itself as the “City with a Future” (Oak Park 11/9/2020). In 2023, Oak Park has a population of 29,827 people. With a population density of 5,912 residents per square mile, Oak Park is one of the most densely population municipalities in Oakland County. It is also one of the more diverse cities in Oakland County, with a Diversity Index of 59 compared to 54 for Oakland County. The Diversity Index from Esri represents the likelihood that two persons, chosen at random from the same area, belong to different races or ethnic groups. The city has a majority Black population, with 56% Black/African American, 37% White, and 5% reporting two or more races. Oak Park is also home to a large and vibrant Jewish community. The median household income for Oak Park residents is $58,480, with 12% of households below the federal poverty level. The City of Oak Park owns 14 public parks and/or recreational facilities, totaling 100.8 acres of land. The 2023 Elevate Oak Park Parks and Recreation Master Plan & Asset Management Study, adopted by the City Council on December 16, 2022, inventories these recreation Community Context PARK ACTION PLAN 2024-2028: Oak Park Woods at Shepherd Park Page 9 sites, and sets goals for future improvements. Shepherd Park is the only city park identified in the Recreation Master Plan as a community park. Community parks are designed for both day and evening activities, providing amenities like large play structures, recreation fields, walking trails, and swimming pools and attracting users of all ages. (Oak Park 2023) 10-Minute Drive-Time Analysis With future investment and operation of Shepherd Park by Oakland County Parks in collaboration with the City of Oak Park, we also consider the demographic characteristics of people living within a 10- minute drive of the park. The 10-minute drive time area includes all of Pontiac and parts of Royal Oak, Southfield, Berkley, Ferndale, and Hazel Park. The population within the 10-minute drive of Shepherd Park is 206,400 people. The 10-minute drive time area is slightly more diverse than the City of Oak Park and Oakland County with a diversity index of 59 compared to 54 for Oakland County and 57 for Oak Park. 49% of the population is Black/African American, compared to 56% in Oak Park and 14% in Oakland County. Like Oak Park, the Hispanic population is 2.6%, with less than 2% speaking Spanish in the home. The median household income for residents of this area is $66,900, with 14% of households below the federal poverty level. See data tables at the end of this section. Figure C: Map of the geographic area within a 10-minute drive of Shepherd Park Community Context PARK ACTION PLAN 2024-2028: Oak Park Woods at Shepherd Park Page 10 Table 1. Demographic comparison tables Geography 2023 Total Population 2023 Median Household Income 2021 Total Households Oak Park City, MI 29,827 $ 58,480 12,262 Shepherd Park (10-minute drive) 206,396 $ 66,863 90,084 Oakland County, MI 1,285,938 $ 91,020 520,393 Table 2. Demographic comparison – Diversity Index Geography 2023 Diversity Index Oak Park City, MI 57 Shepherd Park (10-minute drive) 59 Oakland County, MI 54 Figure D: Demographic comparison – Race and ethnicity 2023 White Population 2023 Black/Afric an American Population 2023 American Indian/Ala ska Native Population 2023 Asian Population 2023 Pacific Islander Population 2023 Other Race Population 2023 Population of Two or More Races 2023 Hispanic Population Oak Park City, MI 43%56%0%2%0%1%5%2% Shepherd Park (10 minutes)69%49%0%2%0%1%5%3% Oakland County, MI 36%13%0%9%0%2%6%5% 0% 10% 20% 30% 40% 50% 60% 70% 80% Pe r c e n t 2 0 2 3 p o p u l a t i o n Community Context PARK ACTION PLAN 2024-2028: Oak Park Woods at Shepherd Park Page 11 Figure E: Demographic comparison – Languages spoken in the home Figure F: Demographic comparison – Age distribution (2023) 2021 Speak only English 2021 Speak Spanish 2021 Speak Other Indo- European Language 2021 Speak Asian- Pacific Island Language 2021 Speak Other Language Oak Park City, MI 87%2%4%3%5% Shepherd Park (10 minutes)93%1%2%1%2% Oakland County, MI 84%3%6%4%3% 0% 10% 20% 30% 40% 50% 60% 70% 80% 90% 100% Pe r c e n t 2 0 2 1 p o p u l a t i o n Age 0-4 Age 5-9 Age 10- 14 Age 15- 19 Age 20- 24 Age 25- 29 Age 30- 34 Age 35- 39 Age 40- 44 Age 45- 49 Age 50- 54 Age 55- 59 Age 60- 64 Age 65- 69 Age 70- 74 Age 75- 79 Age 80- 84 Age 85+ Oak Park City, MI 6%6%7%6%6%7%7%6%6%6%6%6%7%6%5%3%2%2% Shepherd Park (10 minutes)5%5%6%6%6%7%7%7%7%6%6%6%7%6%5%4%2%2% Oakland County, MI 5%6%6%6%5%6%6%6%6%6%7%7%7%6%5%3%2%2% 0% 1% 2% 3% 4% 5% 6% 7% 8% Pe r c e n t 2 0 2 3 p o p u l a t i o n Community Context PARK ACTION PLAN 2024-2028: Oak Park Woods at Shepherd Park Page 12 Figure G: Demographic comparison – Household income distribution (2023) Figure H: Demographic comparison – Income and disability Less than $15,000 $15,000- $24,999 $25,000- $34,999 $35,000- $49,999 $50,000- $74,999 $75,000- $99,999 $100,000 - $149,999 $150,000 - $199,999 $200,000 or greater Oak Park City, MI 9%9%9%14%19%14%17%3%5% Shepherd Park (10 minutes)11%7%7%12%17%14%17%8%7% Oakland County, MI 7%5%5%9%14%13%19%12%15% 0% 5% 10% 15% 20% 25% Pe r c e n t 2 0 2 3 p o p u l a t i o n 12.0% 18.6% 2.8% 30.9% 13.5% 15.3% 2.9% 26.2% 8.3%7.0% 1.5% 22.6% 0.0% 5.0% 10.0% 15.0% 20.0% 25.0% 30.0% 35.0% 2021 Households Below the Poverty Level 2021 Households Receiving Food Stamps/SNAP 2021 Owner Households with No Vehicles 2021 Households with 1+ Persons with a Disability Oak Park City, MI Shepherd Park (10 minutes)Oakland County, MI Environmental Condition PARK ACTION PLAN 2024-2028: Oak Park Woods at Shepherd Park Page 13 Community Engagement The Park Action Plan is built on input from the public, park users, and local officials and stakeholders. We seek engagement on multiple levels and on multiple occasions and will continue to engage the community as planning and on-the-ground activities commence. Two types of community engagement will be done for Shepherd Park: planning engagement prior to creating a vision and goals and a preliminary action plan for the park and design engagement to engage the community in planning specific amenities and improvements as part of an overall master plan. Planning Engagement The purpose of planning engagement is to understand how people engage with the park and what is important to them about the park. We are not proposing anything, we are listening. The community engagement summarized in this Park Action Plan is planning engagement. As part of planning engagement, we communicate with stakeholders and conduct research to help us better understand the community and its characteristics such as languages spoken, demographics, median income, and potential barriers to park use. The results of research and engagement will help prioritize design of future improvements and help guide decisions. Design Engagement The purpose of this engagement is to share multiple design scenarios with the public and get information on their preferences and why. This will be led by the design consultant with support from OCP Planning and Design staff. The planning engagement above will provide important information about the community’s priorities and needs into the design process. Following an internal review process, the consultant will develop multiple design visions/layouts. After we determine these are feasible alternatives, we will host one or more open houses that include a design charette where designers and staff share multiple concepts with the community and ask for their input. Design engagement will occur after this Park Action Plan is approved and the design process commences. Existing Community Engagement Data We consulted reports from recent community engagement. The key documents consulted for Shepherd Park are the 5-Year Parks and Recreation Master Plan documents for Oak Park (Oak Park 2023) and Oakland County (OCP 1/26/2023). Shepherd Park Community Engagement Purpose The purpose of this public engagement was to understand the stakeholders and community members who are already invested in Shepherd Park, to gain insights they might have about the park, and to evaluate what the community would like to see under Oakland County Parks management and through capital improvements. It was also our intention to reach community members who are not currently engaged in the park or who have not historically felt welcomed or invited into parks, to identify barriers to their participation, and address gaps in equitable park access. Environmental Condition PARK ACTION PLAN 2024-2028: Oak Park Woods at Shepherd Park Page 14 Methods The public engagement methods used include an online survey and three public open houses held in the community. The survey was available online September 13-October 9, 2023. There were 139 unique survey entries, including 119 completed online and 20 on paper. 123 surveys, nearly 90% of survey responses, were from Oak Park. Three open houses were held in Oak Park with approximately 40 participants. Open house participants had a variety of ways in which to engage and provide input on Shepherd Park. A large park maps allowed opportunities to point out special features, memories or notable locations, and many indicated using the space for family gathering and play. A second board presented participants with the opportunity to identify amenities and features that they felt were the highest priority or best fit. Paper copies of the survey were available at the open houses. Understanding and responding to the needs of Oak Park residents is a priority of this partnership. Oakland County Parks used strategic methods to invite Oak Park residents to participate, both in the survey and to engage with OCP during the public open houses. A few examples of these methods were:  Holding community meetings in Oak Park with games, activities, and more.  Sending out postcards to all Oak Park addresses with event dates and QR code linking to survey. Publicity and Promotion Several methods were used to reach as many engaged park users as possible including social media posts, e-marketing messages, news releases, and hosting community events in Oak Park. A postcard was mailed to all Oak Park addresses (approximately 10,300 addresses). Survey Results Summary Survey respondents were generally supportive of the partnership between Oakland County Parks and the City of Oak Park to revitalize Shepherd Park. Most respondents (95.7%) have visited Shepherd Park and have enjoyed it. Almost all respondents expressed excitement at the prospect of the park revitalization project. Importance of park features Both Oak Park respondents and regional respondents value Shepherd Park for its 57-acres of diverse and community-friendly uses. The most important park features for respondents are listed below.  Paths and walking trails  Restrooms  Healthy forest  Native flowers and pollinators  Quiet areas and scenic views Experiences and barriers to enjoyment of parks To ask about negative or unwelcoming experiences at Shepherd Park or other parks, a list of scenarios was provided that included: parks not well-maintained; limited information; feeling unwelcome; limited accessibility; entrance fees too costly; language barriers; and none of the above. Nearly half of the responses to this question reported no negative experiences while visiting Shepherd Park or other parks. For respondents who reported negative experiences at parks, more than two-thirds reported concerns regarding maintenance. Environmental Condition PARK ACTION PLAN 2024-2028: Oak Park Woods at Shepherd Park Page 15 Open-ended survey responses Respondents had several opportunities to leave open-ended responses in the survey; over 250 responses were collected from nearly 140 respondents. Open ended responses gave insight into Shepherd Park over the years, and some primary themes emerged.  Restroom accessibility, lighting, safety, and cleanliness were mentioned frequently.  The wooden train outside of the OCP boundary was identified as an important piece of the park’s history that should not be removed.  Respondents enjoy the walking path and are passionate about the natural beauty of Shepherd Park.  Oak Park residents are happy to see the park being invested in and excited to enjoy it for many years to come. Summary Open House Results Oakland County Parks hosted three park planning open houses in Oak Park. The two events held at the Oak Park Community Center were both planned as free community events with mobile recreation units at Shelter 1 in Shepherd Park. On both days, inclement weather forced the cancellation of the mobile recreation units and the open houses moved indoors to the Community Center. This resulted in much lower attendance than expected. The events took place at the following times and saw estimated participation numbers as indicated:  Tuesday, Sept. 26, 5 - 7 pm – Public Open House, Oak Park Community Center (approximately 10 attendees)  Wednesday, Sept. 27, 12 - 2 pm – Public Open House, Oak Park Farmer’s Market (approximately 25 attendees)  Thursday, Oct. 5, 5 - 7 pm - Public Open House, Oak Park Community Center (approximately 5 attendees) The events were attended by approximately 40 community members, including families and children. Attendees of all ages were invited to participate in the engagement, including a prioritization exercise and completing the survey if they had not already done so. A board presented participants with opportunities to vote for amenities and features that they felt were the highest priority or best fit. The prioritization board reflected the importance the community puts on accesible restrooms, event and entertainment spaces, quiet areas and scenic views, and fun playground features. A large map of the property was provided, and attendees were encouraged to use sticky notes to indicate areas of significance. This significance could be personal, such as a memory or something they had done in the park, many indicating family gatherings and play, or it could be informational, such as known wildlife, or any concerns they might have. The prioritization exercise was very popular, as attendees were given a certain number of stickers with which to cast their votes directly on the boards. In total, over 100 votes were cast. Conclusions Based on the response from both Oak Park residents and park users from a wider area, there is strong support for the future operation of and investment in the park by Oakland County Parks. OCP is grateful Environmental Condition PARK ACTION PLAN 2024-2028: Oak Park Woods at Shepherd Park Page 16 to attendees and respondents for their generous participation and understands the importance of keeping the priorities they expressed at the forefront:  Preserving nature and walking paths.  Maintaining a clean, safe park with working amenities.  Provide spaces where everyone is welcome to gather, relax, and play. Citywide Engagement Public engagement was conducted in the spring and summer of 2022 for development of the City of Oak Park 5-year Parks and Recreation Master Plan using the following methods:  Online discussion and mapping activity  Community meetings Details about these methods and their main takeaways are in the table below. Unless otherwise indicated, the responses outlined below reflect the community’s priorities for the OCP-managed portion of Shepherd Park. Any responses specific to the Oak Park-managed portion of Shepherd Park will be noted. Table 3: Community Engagement – Phase 1 (June 2022) ACTIVITY MAIN TAKEAWAY(S) MURAL Board (online) – Priority Sort Respondents were asked to rank their priorities for Open Spaces and Mobility. Below are their responses. Open Spaces 1. Arts and Culture 2. Placemaking 3. Recreation and Play 4. Public Safety 5. Environmental Sustainability Mobility 1. Bike & Pedestrian Infrastructure and Safety 2. Accessibility 3. Streetscape Design 4. Transportation Impacts & Parking General Comments • Priorities are different for each park. • Streets should be designed for accessibility. • A regional bus system is needed. • Create bike lanes. MURAL Board (online) –  Mapping Activity Comments Respondents desired the following amenities, combined into the following themes: Environmental Condition PARK ACTION PLAN 2024-2028: Oak Park Woods at Shepherd Park Page 17 ACTIVITY MAIN TAKEAWAY(S)  Idea General Comments • Exterior Facilities – playgrounds, outdoor fitness equipment, fire pits, event pavilion, grills with tables, pavilions, wooden train. • Natural features- gardens, nature preserve, rain gardens. • Park security- safety buttons, signage (including wayfinding signs), more lighting. • Community events and programming – food truck event space, performance space, fitness for all ages, bulletin boards for community posts, concerts. • Pathways – outdoor walking loop, trails, and paths. • Accessibility- pathway between facilities, restrooms, drinking fountains, water stations, benches, and seating. In-Person Open House & Comments Table 4: Community Engagement – Phase 2 (Fall 2022) QUESTION/TOPIC MAIN TAKEAWAY Booth at Farmer’s Market – Scenario Planning Attendees were asked to rank their preferred design concepts for Shepherd Park, as well as comment on the provided scenarios. Concept Plan A – 11 votes. South baseball diamond removed, parking added in south, farmer’s market added in south. Concept Plan B – 4 votes Senior housing added in east, farmer’s market added in east, walking loops added. Concept Plan C – 6 votes. North baseball diamond removed, parking added in south, farmer’s market in south, community plaza added. Comments Participants wanted the following new amenities: concert space, more pavilions, a splash pad, exercise stations, a bike path, and a small dog park. Participants wanted the following improved amenities: basketball courts, walking paths, minigolf, and more benches and grills. Environmental Condition PARK ACTION PLAN 2024-2028: Oak Park Woods at Shepherd Park Page 18 QUESTION/TOPIC MAIN TAKEAWAY Online Concept Survey Respondents were asked which design concept they liked best and why, as well as what they would add to the park that has not yet been suggested. Concept A – Community center location (adjacent to nature), consolidated parking in the southern area, performance space, farmer’s market shed, pedestrian path, indoor and outdoor skating rink. Concept B – Senior housing, additional walking paths, farmer’s market space, wellness center and entrepreneurial space, more pavilions, centrally-located splash pad. Concept C – Consolidated parking in the southern area, most similar to current design, makes the best use of space, senior housing, additional pavilion. Suggestions: Disc golf, parallel parking, traffic calming measures, electric vehicle charging stations, bike racks, water refilling stations, additional drinking fountains, dog drinking fountain, food and beverage carts, more tree diversity, more accessibility. 30 Day Public Review Period Ranking According to public engagement, new walking trails and greenways were listed as a top priority. Respondents were asked to choose which type they preferred. Below are the rankings: 1. New walking trails in parks (22 votes) 2. A connected greenway (22 votes) 3. Indoor walking path (17 votes) 4. Other (7 votes) Comments Additional comments included: Improve existing parks, add new walking trails, improve restrooms, add new community recreation center, add more restrooms, create mini parks, add bike paths, increase sustainability, add a dog park. Environmental Condition PARK ACTION PLAN 2024-2028: Oak Park Woods at Shepherd Park Page 19 Table 5: Public Engagement Comments – Oak Park-managed Portion of Shepherd Park QUESTION/TOPIC MAIN TAKEAWAY Online Discussion Priorities for the non-OCP-managed portion of Shepherd Park include: Outdoor Recreation – Covered pavilion near library, better pool maintenance, more flexibility at court areas (include pickleball, basketball, tennis, and more), new splash pad, outdoor ice skating, better miniature golf maintenance, and wooden train. Indoor Rec – Recreation center, indoor walking loop, senior programming, multi-use courts, fitness rooms, multipurpose rooms for fitness classes and meetings, game room, indoor pool, conference space, storage, kitchen, and snack bar. Countywide Engagement Oakland County Parks conducted the Community Needs Assessment in 2022 which provided baseline insight to the park needs of county residents (ETC Institute 2022). Main takeaways from this engagement as it pertains to Hawthorne Park planning are as follows: • Future of Parks and Recreation: When asked for their priority actions for Oakland County Parks, the highest number of respondents felt managing freshwater and stormwater resources to protect water quality and reducing flooding was very important (73%). Other actions respondents felt were very important were maintaining roads and park infrastructure (61%) and reducing waste by recycling and composting (60%). • Barriers to Recreation: The highest reported barriers to recreation in the county-wide survey were lack of information, not liking the outdoors and not having time. The least reported barriers at the county level were a lack of adequate transportation and feeling unwelcome. • Important Park Features: The amenities/facilities that were most important to respondents are displayed on the chart below, with the top four choices being Trails-hiking, Farmers markets, Beaches and Natural areas/open space. • Most visited Facility Type- Trails, Farmers markets, Natural areas and open space and beaches were also the top four choices selected by respondents as their most visited facility type. • Priorities for Facility Investment- Priority Investment Ratings were developed based on the importance of an amenity and the number of residents with an unmet need for that amenity. The same four items were ranked at the highest PIR: Beaches, Trails-hiking, Farmers markets, Natural areas and open space. • Priorities for Programming: Measured using the same formula as the facility PIR, the top priority programs are Adult fitness & wellness programs, Farmers market programs, Community festivals, Art/antique/craft shows, and Food truck rallies. Environmental Condition PARK ACTION PLAN 2024-2028: Oak Park Woods at Shepherd Park Page 20 Environmental Condition Phase I Environmental Site Assessment The Phase I ESA was conducted by ASTI Environmental, with the final report dated May 24, 2023. The report indicated that the property was wooded vacant land from at least 1937 until 1956 when the current public park was developed and has remained recreation until present day. The report concluded the following: “This assessment has revealed no recognized environmental conditions (RECs), controlled recognized environmental conditions (CRECs), or significant data gaps in connection with the Subject Property.” (ASTI 5/24/2023) Existing Conditions PARK ACTION PLAN 2024-2028: Oak Park Woods at Shepherd Park Page 21 Existing Conditions Location David H. Shepherd Park is in Oak Park south of Northfield Blvd and east of Church Street and north of Oak Park Blvd. The Oak Park Recreation Master Plan indicates that Shepherd Park is 56.8 acres. The Oakland County ArcGIS recreation layer indicates that Shepherd Park is 43.39 acres, comprising nine parcels. Adding the parcel that contains the city offices brings the parcel acreage total to 55 acres. The list of parcels and park/community features within each is seen in the table below and identified on the aerial photo on the next page. Addresses: Park owner address is 14000 Oak Park Blvd, Oak Park MI 48237-2082 Township and Range: Township 1 North, Range 11 East Section: 30 Park Description David H. Shepherd Park is the largest park in the City of Oak Park, featuring paved walking paths, pavilions, grills with tables, playgrounds, basketball courts, a sledding hill, play tunnels, play tires, a wooden train, and a wooden truck. The property is also the location of an indoor ice arena, outdoor pool, putt putt golf course, and the Oak Park Community Center. Table 6: Shepherd Park parcels Map Parcel ID Acres Assets and features 1 25-30-251-001 2.37 Open space 2 25-30-251-002 6.32 west parking lot, Shelter 1 and Playground 1 3 25-30-251-003 3.29 open space, basketball courts 4 25-30-251-004 6.47 open space, Shelter 2, tennis courts 5 25-30-251-005 6.51 east parking lot, Playground 2, Shelter 3, Joe Forbes Field, swimming pool 6 25-30-401-005 10.69 CP2 ball field, sledding hill, Community Center parking lot and driveways, Community Center, putt putt golf course 7 25-30-276-028 1.67 open space 8 25-30-276-029 2.54 open space 9 25-30-276-030 3.62 indoor ice rink and driveways Subtotal 43.48 10 25-30-426-001 11.09 Parking lot and drive, Oak Park city offices, public safety department, and public library Total 54.57 Existing Conditions PARK ACTION PLAN 2024-2028: Oak Park Woods at Shepherd Park Page 22 Figure I: Aerial photo (2023) showing parcels and park boundaries at David H. Shepherd Park in Oak Park Grant History Unless otherwise noted, all grant-funded facilities and improvements listed in the table below remain open to the public for the purpose of outdoor recreation. Grant Number Source Year Summary BF89-283 Michigan Bond Fund 1989 Shepherd Park Infrastructure: Replace ballfield lights at Merton Colburn Field, replace fencing at Merton Colburn and CP#2 ballfield, replace handicapped-capped accessible asphalt path through nature area. $81,300.00 Rec Plan 2023 Update: Asphalt is in fair condition. Fencing has some issues with it becoming raised up and rusting. Lighting structures are in good shape and used on a regular basis, some individual lights were replaced in 2022. (Oak Park 2023) 1 2 3 4 5 6 7 8 9 10 Existing Conditions PARK ACTION PLAN 2024-2028: Oak Park Woods at Shepherd Park Page 23 Other Property Restrictions Additional property restrictions have not been identified. Natural Resources For almost 2 million years, southeast Michigan and Oakland County were covered by glaciers that retreated at the end of the last ice age approximately 10,000-15,000 years ago. Dominant landscape features including hills, lakes, and rivers; and resulting natural communities consisting of plants and animals are based on the soils and resulting ecosystems that formed since that glacial retreat. Indigenous populations managed those ecosystems for thousands of years using techniques such as prescribed fire. The introduction of European settlement in Oakland County in the 1800s resulted in the conversion of natural ecosystems to agriculture and industry. Shepherd Park was no exception and was managed for agricultural purposes as detailed in the Introduction. Shepherd Park was likely a mixed hardwood swamp prior to development prior to European settlement but shows very few remnants of its former composition except potentially the woodlot. The topography is completely flat except for a small man-made hill in the southwest portion of the park. The park is located within the Clinton River Watershed and contains no natural waterbodies but experiences seasonal flooding in the wooded sections of the park. Stormwater assets on-site should be managed as naturally as possible to support water absorption in an urban environment and prevent pressure on existing systems. The woodlot on the property is present in 1940’s aerials which indicates it was likely not farmed, perhaps because of wet soil. Adjacent property was all agricultural before being developed in the 1950’s and 1960s. The history of the woodlot and age of the forest will be investigated. It is known that several trees were planted as part of a documented United Nations (UN) tree project and will be inventoried to determine if they are appropriate for a Michigan native forest. The forest will be managed to promote gap-phase dynamics, improve the diversity of understory plants, provide a wildlife corridor including migratory bird stopover, and high-quality recreational experiences. Additionally, native plant species will be planted in both formal garden beds to provide examples of natural landscaping in a developed setting. Existing Conditions PARK ACTION PLAN 2024-2028: Oak Park Woods at Shepherd Park Page 24 Figure J: Excerpt from Oak Park Recreation Master Plan Existing Conditions PARK ACTION PLAN 2024-2028: Oak Park Woods at Shepherd Park Page 25 Boundaries Boundaries Aerial Photo (2023) Photo Joe Forbes Field fence 295 linear feet of chain-link fence on the east side of the park is located within OCP area. 11,346 SF (0.26 acre) area of the ball field is within OCP area. Photo 6/5/2022 Buildings A C B D E F Existing Conditions PARK ACTION PLAN 2024-2028: Oak Park Woods at Shepherd Park Page 26 Buildings Aerial Photo (2023) Photo A. Shelter 1 and restrooms Approximately 3,200 sq ft, Shelter 1 is in the northwestern portion of the park. It contains 17 picnic tables. The pavilion building also contains two bathrooms and a preparation kitchen. Construction drawings dated 10/28/1971 have been provided by Oak Park and are on file. Photo 6/5/2022 C. Shelter 2 Approximately 2,200 sq ft, Shelter 2 is in the northeastern portion of the park. It contains 12 picnic tables. Constructed prior to 1997 (aerial). Photo 9/27/2023 D. Shelter 3 Approximately 340 sq ft, Shelter 3 is in the northeastern portion of the park. It contains 3 picnic tables. Not visible prior to current year (2023) aerial due to tree cover. Photo 9/27/2023 E. Utility building Approximately 10’ x 10’ utility building near the baseball diamond on the eastern side of the park. The OCP boundary runs through the building. The exterior of the building is in good condition. Photo 9/27/2023 Existing Conditions PARK ACTION PLAN 2024-2028: Oak Park Woods at Shepherd Park Page 27 F. Past gazebo An apparent gazebo appears in the center of the wooded area in aerial photographs from 1963 to 1980. 1980 aerial photo shown at right. Courts and Fields Courts and Fields Aerial Photo (2023) Photo Joe Forbes Field 11,346 SF (0.26 acre) area of the ball field is within OCP area. Constructed prior to 1963. Photo 6/5/2022 Existing Conditions PARK ACTION PLAN 2024-2028: Oak Park Woods at Shepherd Park Page 28 Hardscapes A B E G C D F H Existing Conditions PARK ACTION PLAN 2024-2028: Oak Park Woods at Shepherd Park Page 29 Hardscapes Aerial Photo (2023) Photo A. West parking lot Asphalt parking lot with 64 parking spaces, 4 of which are accessible spaces. All spaces are approximately 8’ x 16’. Constructed prior to 1963 (aerial). Photo 9/27/2023 Hardscapes Aerial Photo (2023) Photo B. East parking lot Asphalt parking lot with 30 parking spaces, 2 of which are accessible spaces. All spaces are approximately 8’ x 16’. Constructed prior to 1963 (aerial). Reconstructed in 2015. Photo 9/27/2023 C. On-street parking Approximately 70 perpendicular parking spaces are located along Northfield Blvd at the north side of the park. D. Shelter 1 paved area Approximately 5,000 SF asphalt-paved open space Four sidewalk connector asphalt paths connect Northfield Blvd sidewalks pavilions, playgrounds, and park trails. Each is 6-8 LF wide. All sidewalks were constructed prior to 1963 (aerial). E. Sidewalk connector 1 325-LF pathway connecting with sidewalk connector 2 F. Sidewalk connector 2 320-LF pathway connecting with Shelter 1 and Playground 1 G. Sidewalk connector 3 190-LF pathway connecting with Shelter 2 and Playground 2 H. Sidewalk connector 4 307-LF pathway connecting with Shelter 3 Existing Conditions PARK ACTION PLAN 2024-2028: Oak Park Woods at Shepherd Park Page 30 Open Space Open Space Aerial Photo (2020) Photo Site furnishings Affixed benches and grills, as well as moveable picnic tables are located throughout the park. Many are not located on ADA accessible routes. Photo 6/5/2022 Playgrounds A B C D E Existing Conditions PARK ACTION PLAN 2024-2028: Oak Park Woods at Shepherd Park Page 31 Playgrounds Playgrounds Aerial Photo (2020) Photo A. Playground 1 Playground for ages 5-12. Constructed prior to 2000. Photo 6/5/2022 B. Playground 2 Playground for ages 2-5. Branded as “Oceans of Fun.” Installed in 2002. Photo 6/5/2022 C. Play truck 18’ in length plywood play truck and three large truck tires constructed prior to 1980. Not ADA-compliant. Accessed by two stair ladders. Currently located within OCP area. Photo 6/5/2022 D. Play tunnels Two 8’ length concrete play tunnels constructed prior to 1980. Not ADA-compliant. Currently located within OCP area. Photo 6/5/2022 Existing Conditions PARK ACTION PLAN 2024-2028: Oak Park Woods at Shepherd Park Page 32 Playgrounds Aerial Photo (2020) Photo E. Play train 75’ L plywood play train consisting of 3 separate train cars constructed prior to 1980. Not ADA-compliant. Accessed by two stair ladders. Located outside of OCP area. Photo 6/5/2022 Existing Conditions PARK ACTION PLAN 2024-2028: Oak Park Woods at Shepherd Park Page 33 Signs Signs Aerial Photo (2020) Photo Entrance sign Park sign at corner of Church Street and Northfield Blvd. Photo 6/5/2022 Entrance sign Park sign at entrance to west parking lot, off Northfield Blvd. Photo 9/7/2023 Shelter 1 rules sign Sign on Shelter 1 with park shelter rules and closing time. Photo 9/27/2023 Native Wildflower Garden Sign Located on the north perimeter of the woods. Existing Conditions PARK ACTION PLAN 2024-2028: Oak Park Woods at Shepherd Park Page 34 Trails Trails and Boardwalks Aerial Photo (2020) Photo A. Park perimeter trail The asphalt loop is 12’ wide and approximately 0.5 mile long. Approximately 0.26 mile of the trail is in the OCP area. Trail layout in place prior to 1963 (aerial). Photo 6/5/2022 B. Forest trail An 800-feet long asphalt trail runs diagonally through the wooded areas of Shepherd Park. Trail layout in place prior to 1963 (aerial). Photo 6/5/2022 A B Existing Conditions PARK ACTION PLAN 2024-2028: Oak Park Woods at Shepherd Park Page 35 Utilities and Infrastructure Utilities and Infrastructure Aerial Photo (2023) Photo Water fountain A drinking fountain is in the northwest portion of the park, attached to Shelter 1. Photo 9/27/2023 Joe Forbes Field light poles (2) Located within OCP area. Figure K: City Complex drainage (undated), cropped to show OCP area Strategic Plan PARK ACTION PLAN 2024-2028: Oak Park Woods at Shepherd Park Page 36 Strategic Plan The strategic plan for Oak Park Woods at Shepherd Park is designed to guide the park into the future and identify what actions are needed to make progress and how we will know the efforts were successful. It will help us to set priorities, focus energy and resources, and ensure we are working toward common goals. It also will help us to evaluate results and adjust our direction in response to a changing environment. Park Vision The park vision is a statement that inspires and guides us; it is aspirational and declares our intent and direction and states the long-term outcome of our work. Oak Park Woods at David H. Shepherd Park is a popular destination for Oak Park and Oakland County residents to be active and social and to relax and connect with nature. The park is safe and accessible and welcomes everyone. It is resilient and helps create a more sustainable future for the people of Oak Park and for the environment. Park Goals The park goals are the broader strategies that will lead us to the realization of our park vision. 1. Honor the rich history of David H. Shepherd Park and its value to Oak Park residents. 2. Collaborate with City officials, staff, organizations, and residents who have invested in and cared for the park over the years. 3. Execute a transition to Oakland County Parks operation that is transparent, maintains open lines of communication, and acknowledges that while OCP operates the northern 17 acres, the park is owned by Oak Park. 4. Foster a welcoming environment for all park users through varied methods and processes, including universal design [1], multi-lingual signage and promotion, clean, working restroom facilities, and regular cleaning and maintenance. 5. Operate the park and invest in improvements collaboratively, sharing staff and resources in a manner that is fiscally responsible for Oakland County Parks and enhances the fiscal sustainability of Oak Park. 6. Improve and build park features that focus on nature play, are resilient and adapted to the landscape, and contribute to a more sustainable, green future through intentional stormwater management, sustainable building and operating processes, and community education opportunities. 7. Connect residents to nature through restoration of natural assets and nature education programming. 8. Present residents with opportunities to gather and recreate with family and friends in the park by providing and improving picnic shelters, picnic tables, benches, open greenspaces, programming, and special events. [1] Universal design results in a built environment that allows independent use and inclusive participation by people with disabilities, without separating them from others. When building new facilities or renovating existing structures, we strive to design universally accessible facilities and structures that are easily used by all. Strategic Plan PARK ACTION PLAN 2024-2028: Oak Park Woods at Shepherd Park Page 37 City of Oak Park Parks and Recreation Master Plan The City of Oak Park Parks and Recreation Master Plan 2023-2027 identified potential park upgrades for the OCP-managed portion of Shepherd Park, including:  Increasing the amount of available parking.  In collaboration with Oakland County Parks and Recreation, create improved park facilities.  Upgrading existing picnic shelters and bathrooms, play areas, and path system.  Adding a new picnic pavilion on the north side of the park. The Oak Park Recreation Master Plan also identified upgrades for the Oak Park-managed portion of Shepherd Park, which included, creating a new indoor community recreation center; adding a new sports court area; adding a new outdoor splash pad; adding senior housing facilities; and creating a new community plaza space. The Recreation Master Plan notes that survey respondents were in favor of non-motorized pathways, nature preservation, and mixed-use facilities. (Oak Park 2023) Timeline Improvements and development at Oak Park Woods at Shepherd Park will be guided by community engagement, site conditions and context, as well as available funding. Key Dates and Milestones  August 8, 2023 – Executed date for Interlocal Partnership Agreement and beginning of Transition Period.  December 31, 2023 – per Interlocal Partnership Agreement, the deadline for OCP to submit Park Action Plan to Oak Park City Representative.  June 30, 2024 – Date for end of Transition Period and beginning of operation of park as Oak Park Woods at Shepherd Park, or the date Park Action Plan is approved by City Representative, whichever occurs last.  December 31, 2024 – per American Rescue Plan Act (ARPA) guidelines, the deadline for all ARPA-funded contracts to be executed.  December 31, 2026 – per ARPA guidelines, the deadline for all ARPA-funded projects to be completed. Strategic Plan PARK ACTION PLAN 2024-2028: Oak Park Woods at Shepherd Park Page 38 Figure L: Excerpt from Oak Park Recreation Master Plan Strategic Plan PARK ACTION PLAN 2024-2028: Oak Park Woods at Shepherd Park Page 39 Park Objectives The park objectives outline a variety of strategies and specific actions and projects that will implement the overall vision and goals for the park. Many of the objectives are general in nature and will be developed in more detail during park design and development. Objectives that are also identified as Capital Improvement Plan (CIP) projects are also indicated to the right of the individual objective and are further detailed in the CIP chapter. I Park Operations and Management Shared responsibility for operating and managing Oak Park Woods at Shepherd Park, including programs and events, is detailed in the Park Operations and Maintenance Plan (POMP). POMP II Natural Resources Management A Natural Areas Stewardship: Protect, restore, and enhance existing natural communities and promote biodiversity across the landscape. 1 Surveys for priority invasive species and rare or unique native plants 2 Treatment and removal of priority invasive species 3 Restoration of priority natural communities and habitats through native seeding and winter shrub removals. 4 Installation of no-mow zones, turf conversion, and landscape conversions to native plants B Freshwater Stewardship: Protect, restore, and enhance wetland habitat and associated aquatic organisms. 1 Stormwater infrastructure assessment and monitoring C Forestry: Protect, restore, and enhance diverse forest systems and shade trees for recreational users. 1 Develop forest management plan for long term maintenance of tree diversity 2 Monitor for forest pests and diseases and provide rapid responses to detections 3 Tree maintenance and removals, tree planting and re-forestation 4 Development and implementation of debris management plan D Wildlife: Protect, restore, and enhance rare and unique native wildlife species and biodiversity. 1 Survey for threatened, endangered, and special concern species along with priority native and non-native species. 2 Manage nuisance and non-native wildlife 3 Restoration of priority habitat for wildlife to increase habitat connectivity and wildlife corridors. III Facilities and Assets A Accessibility and Universal Access Perform accessibility audit of facilities, trails, and features to ensure compliance with the ADA, prioritizing any non-compliant items to be brought up to standards. Incorporate universal access design principles as new facilities are constructed and improvements to existing facilities are made. B Boundaries Inventory and assess all park fences and determine appropriate materials for delineation and appropriate level of vegetation management. Evaluate entire park Strategic Plan PARK ACTION PLAN 2024-2028: Oak Park Woods at Shepherd Park Page 40 boundary and determine appropriate methods to secure park boundary, per OCP Boundary Standards. 1 Joe Forbes Field Ball field fence is partly within the OCP area and will be maintained and managed by Oak Park, with no usage by OCP. Oak Park 2 Park perimeter boundary The perimeter of the park will remain without fence or boundary markers 3 OCP/Oak Park area boundary Oak Park will be managing the grounds of both areas and the transition between the two areas is not expected to be delineated by fences or boundary markers C Buildings Identify projects to improve, renovate, or expand existing building interior and/or exterior, or to add a new building. A full Planning Review is a pre-requisite to implementing major changes. This review contains the following: 1) detailed description of existing conditions, 2) analysis of usage, cost recovery, and other indicators to confirm need for project, 3) historical analysis if asset is over 50 years old, 4) analysis of opportunities to advance OCP Core Values with the project, and 5) short and long-term goals for improved building. 1 Shelter 1 Renovate existing pavilion and associated restroom and serving kitchen interior and exterior with new roof, fixtures and finishes to improve functionality for public use. Install automatic locks on restrooms for park opening and closing. Consider security needs. Evaluate if replacement is a more feasible option. Evaluate historic usage of shelter and if expansion of the building is warranted and feasible. CIP OP001 2 Shelter 2 Evaluate condition of building. Consider renovation of pavilion interior and exterior with new roof, fixtures and finishes to improve functionality for public use. Evaluate if replacement is a more feasible option. Evaluate usage of shelter and if expansion of the building is warranted and feasible. CIP OP002 3 Shelter 2 restrooms New restroom building next to Shelter 2 is planned by Oak Park. Neutral finishes are planned that will coordinate with capital improvements that are designed and implemented as part of the Healthy Communities project. Oak Park 4 Shelter 3 Evaluate condition of building. Consider renovation of pavilion interior and exterior with new roof, fixtures and finishes to improve functionality for public use. Evaluate if replacement is a more feasible option. Evaluate usage of shelter and if expansion of the building is warranted and feasible CIP OP003 5 Shelter 1 HVAC evaluation/potential installation Consider if there is a need for a winterized and heated restroom and/or kitchen to serve park visitors during winter months. Select sustainable options, including high-efficiency water heaters and Energy Star-rated appliances CIP OP004 6 Shelter Roof Inspections/Replacements Program Inspect all roofs annually for replacement need. Make repairs as needed and replace when continued maintenance is no longer feasible. CIP OP005 Strategic Plan PARK ACTION PLAN 2024-2028: Oak Park Woods at Shepherd Park Page 41 7 Utility Building Utility building is located with one third of the footprint in OCP area and will be maintained and managed by Oak Park, with no usage by OCP. Oak Park D Courts and Fields - none 1 Joe Forbes Field is partly within OCP area and will be programmed, maintained, and managed by Oak Park, with no usage by OCP. Oak Park F Hardscapes Identify and implement projects to replace pavement areas based on expected life cycle, repair record, and ongoing staff inspections of various paving materials including asphalt, concrete, and paver units. The standard pavement concept budget prior to construction will include options for bioswales, stormwater management, permeable pavement, and other considerations. Eliminate coal tar sealing. 1 East and West Parking Lots Evaluate the condition of entry drives and parking lots and plan for improvements as needed. In cooperation with Oak Park, consider the need for additional parking in overall park design and strategize potential location for additional parking, if needed. CIP OP0012 2 Park Sidewalks and Sidewalk Connectors Monitor condition and schedule annual repairs as needed. Oak Park will alert OCPRC if any sidewalk issues are identified through the Oak Park Sidewalk Program (e.g., trip hazards). OCPRC is responsible for correcting hazardous sidewalks via OCPRC or Oak Park concrete contractor. MMP or Oak Park G Open Space 1 Maintain open space areas for unstructured play 2 Provide universally accessible site furnishings throughout park – e.g., benches, picnic tables H Playgrounds Design and construct playgrounds and access routes that comply with the requirements of the Americans with Disability Act (ADA) and the Consumer Products Safety Commission at a minimum. Apply Universal Design principles wherever possible to foster play between people with and without disabilities and intergenerationally. Address the needs of the whole child with a variety of ground level, elevated level, and sensory experiences. Consider linking playgrounds to other spaces to play - in nature, in open space, or with water. Consider associated amenities such as shade structures, benches, and drinking water, as well as convenient parking and restroom access. 1 Nature Playground Design and construct a nature-themed playground that is universally accessible and creates a gateway to experiences that build curiosity about nature. Integrate the design with the improved woodlot and link with OCP nature education programming. CIP OP007 2 Play Pockets Consider the need for additional smaller play elements and sensory features dispersed throughout the park. If determined to be feasible, incorporate play area design into a larger design that incorporates universal design; and considers community need, site context, and natural resources impacts. CIP OP008 Strategic Plan PARK ACTION PLAN 2024-2028: Oak Park Woods at Shepherd Park Page 42 3 Playground 1 Inspect playground annually for safety and condition. Repair as needed and maintain accessible play surface and access routes. Replace components or entire play structure when continued maintenance is no longer feasible. If the entire structure is to be removed, evaluate replacement or removal in the context of the overall park design and the needs of park visitors. CIP OP009 4 Playground 2 Inspect playground annually for safety and condition. Repair as needed and maintain accessible play surface and access routes. Replace components or entire play structure when continued maintenance is no longer feasible. If the entire structure is to be removed, evaluate replacement or removal in the context of the overall park design and the needs of park visitors. CIP OP010 5 Truck and concrete pipes within OCP area. Determine the future of these play features in collaboration with Oak Park: 1) relocated to Oak Park area or 2) remove completely. 6 Consider the installation of adult exercise equipment I Signs 1 Design and install wayfinding and interpretive signage MMP 2 Enhance street entrances with OCP signage MMP 3 Identify transition between two park areas with minimal signage MMP J Sustainability Improvements Invest in the park system to prepare for meeting environmental sustainability targets including reducing greenhouse gas emissions, sourcing, or installing renewable energy, electrification of vehicles and equipment, improving water quality and access, reducing water, herbicide, and disposable product use, improving stormwater resilience, and reduction and management of waste. 1 Incorporate sustainable elements - consider stormwater capture and re-use, net zero building practices and materials, alternative energy infrastructure, and EV charging. CIP OP006 2 Strategize how to provide shelter and/or relief from extreme heat events K Technology Improvements Identify and implement projects to improve customer service, park and building safety, staff efficiency, workplace conditions with technological innovation and equipment. Actions may include: 1) security cameras and lighting, 2) enhanced wi-fi connectivity for staff and public, 3) point-of-sale improvements, and 4) timed, automatic locking systems. CIP OP011 L Trails New trail development is supported by a comprehensive planning process that maximizes the trail user experience within the context of long-term sustainability. Trails are designed and constructed based on a parkwide trail plan is suited to site conditions, minimizes impacts on natural areas, and meets the requirements of the Americans with Disabilities Act and the Architectural Barriers Act Standards. To the extent possible, consider connectivity within the regional trail network and local pathways. Reference OCP Trail Standards. 1 Enhance and clarify trail system, including trail heads, trail distances, and wayfinding signage MMP Strategic Plan PARK ACTION PLAN 2024-2028: Oak Park Woods at Shepherd Park Page 43 2 Trail System Improvements Evaluate condition, accessibility, and overall design of existing paved trail system. Evaluate the need for additional trails and/or modifications such as reroutes or surface improvements. Consider accessibility, site context, and natural resources impacts. All trails must comply with OCP Trail Standards. Coordinate any design changes and improvements with Oak Park to ensure that the connectivity with city trails and pathways is maintained or enhanced. CIP OP013 3 Create new unpaved trails that meet the ADA-compliant hiking standard that provide a forest-immersion experience and connect with new nature-themed playground. CIP OP014 M Utilities and Infrastructure 1 Need to clarify which utilities are available to each asset/facility 2 Lighting to Joe Forbes Field – two light poles are within OCP area and will be maintained by Oak Park, with no usage by OCP POMP IV Connectivity A Neighborhood Connectivity Maintain existing connections to adjacent neighborhoods via city sidewalks B Connectivity within Shepherd Park Maintain a seamless transition between OCP and Oak Park areas of Shepherd Park with signage denoting the investment by OCP C Public Transit Evaluate access via SMART bus and other public transit V Property Management A Property Agreements and Restrictions Coordinate all design and new uses with existing property restrictions 1 DNR grant agreements B Property Acquisition – Acquisition of additional property is not anticipated Capital Improvement Plan PARK ACTION PLAN 2024-2028: Oak Park Woods at Shepherd Park Page 44 Capital Improvement Plan Oakland County Parks and Recreation Commission (OCPRC) proposes the following Capital Improvements within the next 5 years following the policies and procedures of OCPRC. Inclusion of the project in this CIP is not a guarantee that the project will be implemented. Each project will be evaluated based on the core values of OCP to ensure the project will meet the needs of the community and residents and is feasible for long-term maintenance. Each project requires final approval by the OCPRC before releasing funding for the project. Building Updates and Additions Identify projects to improve, renovate, or expand existing building interior and/or exterior, or to add a new building. A full Planning Review is a pre-requisite to implementing major changes. This review contains the following: 1) detailed description of existing conditions, 2) analysis of usage, cost recovery, and other indicators to confirm need for project, 3) historical analysis if asset is over 50 years old, 4) analysis of opportunities to advance OCP Core Values with the project, and 5) short and long-term goals for improved building. Project ID: OP001 Shelter 1 Update/Replacement Scope: Renovate existing pavilion and associated restroom and serving kitchen interior and exterior with new roof, fixtures and finishes to improve functionality for public use. Install automatic locks on restrooms for park opening and closing. Consider security needs. Evaluate if replacement is a more feasible option. Evaluate historic usage of shelter and if expansion of the building is warranted and feasible. Project ID: OP002 Shelter 2 Update/Replacement Scope: Renovate existing pavilion interior and exterior with new roof, fixtures and finishes to improve functionality for public use. Evaluate if replacement is a more feasible option. Evaluate usage of shelter and if expansion of the building is warranted and feasible. Project ID: OP003 Shelter 3 Update/Replacement Scope: Renovate existing pavilion interior and exterior with new roof, fixtures and finishes to improve functionality for public use. Evaluate if replacement is a more feasible option. Evaluate usage of shelter and if expansion of the building is warranted and feasible. Building Equipment and HVAC Replacements Identify and implement projects to replace building equipment and HVAC systems based on expected life cycle, repair record, and ongoing staff inspections of more than 700 building equipment systems in the park system. Review all HVAC options, including all electric (net zero), powering through solar panels, and heat pump options. Review high-level cost estimates prior to construction. Select high efficiency water heaters and Energy Star-rated appliances. Project ID: OP004 Shelter 1 HVAC Evaluation/Potential Installation Scope: Consider if there is a need for a winterized and heated restroom and/or kitchen to serve park visitors during winter months. Select sustainable options, including high-efficiency water heaters and Energy Star-rated appliances. Capital Improvement Plan PARK ACTION PLAN 2024-2028: Oak Park Woods at Shepherd Park Page 45 Building Roof Replacements Identify and implement projects to replace building roofs based on expected life cycle, repair record, and ongoing staff inspections of more than 230 building roofs in the park system. For each roofing project, staff will prepare a standard conceptual budget that includes options for green roofs and metal roofs and minimizes asphalt shingle/petroleum-based roofing options. Initial budget estimates for most roofs will be based on metal roof unit costs. Project ID: OP005 All Shelters and Restrooms Replacement Program Scope: Inspect all roofs annually for replacement need. Make repairs as needed and replace when continued maintenance is no longer feasible. Environmental Sustainability Programs Invest in the park system to prepare for meeting environmental sustainability targets including reduction in single-use plastics, electrification of vehicles and equipment, and stormwater management. Project ID: OP006 Environmental Sustainability Evaluation/Potential Installations Scope: Evaluate the feasibility for installing environmental sustainability improvements at the park and install infrastructure and equipment as feasible and appropriate. Playground Construction and Replacement Design and construct playgrounds and access routes that comply with the requirements of the Americans with Disability Act (ADA) and the Consumer Products Safety Commission at a minimum. Apply Universal Design principles wherever possible to foster play between people with and without disabilities and intergenerationally. Address the needs of the whole child with a variety of ground level, elevated level, and sensory experiences. Consider linking playgrounds to other spaces to play - in nature, in open space, or with water. Consider associated amenities such as shade structures, benches, and drinking water, as well as convenient parking and restroom access. Project ID: OP007 Nature Playground Design/Construction Scope: Design and construct a nature-themed playground that is universally accessible and creates a gateway to experiences that build curiosity about nature. Integrate the design with the improved woodlot and link with OCP nature education programming. Project ID: OP008 Play Pockets Design/Installation Scope: Consider the need for additional smaller play elements and sensory features dispersed throughout the park. If determined to be feasible, incorporate play area design into a larger design that incorporates universal design; and considers community need, site context, and natural resources impacts. Project ID: OP009 Playground 1 Improvement/Potential Replacement or Removal Scope: Inspect playground annually for safety and condition. Repair as needed and maintain accessible play surface and access routes. Replace components or entire play structure when continued maintenance is no longer feasible. If the entire structure is to be removed, evaluate replacement or removal in the context of the overall park design and the needs of park visitors. Project ID: OP010 Playground 2 Improvement/Potential Replacement or Removal Scope: Inspect playground annually for safety and condition. Repair as needed and maintain accessible play surface and access routes. Replace components or entire play structure when continued maintenance is no longer feasible. If the entire structure is to be removed, evaluate replacement or removal in the context of the overall park design and the needs of park visitors. Capital Improvement Plan PARK ACTION PLAN 2024-2028: Oak Park Woods at Shepherd Park Page 46 Road and Parking Lot Replacements Identify and implement projects to replace pavement areas based on expected life cycle, repair record, and ongoing staff inspections of the over one million square yards of various paving materials including asphalt, concrete, and paver units. The standard pavement concept budget prior to construction will include options for bioswales, stormwater management, permeable pavement, and other considerations. Eliminate coal tar sealing. Project ID: OP0011 Parking Lots and Entry Drives Evaluation/Potential Improvements Scope: Evaluate the condition of entry drives and parking lots and plan for improvements as needed. In cooperation with City, consider the need for additional parking in overall park design and strategize potential location for additional parking, if needed. Technology Improvements Identify and implement projects to improve customer service, park and building safety, staff efficiency, workplace conditions with technological innovation and equipment. Actions may include: 1) security cameras and lighting, 2) enhanced wi-fi connectivity for staff and public, 3) point-of-sale improvements, and 4) timed, automatic locking systems. Project ID: OP0012 Information Technology Evaluation/Potential Installations Scope: Evaluate the need for technological improvements at the park and install infrastructure and equipment as feasible and appropriate. Trails Construction and Improvements New trail development is supported by a comprehensive planning process that maximizes the trail user experience within the context of long-term sustainability. Trails are designed and constructed based on a parkwide trail plan is suited to site conditions, minimizes impacts on natural areas, and meets the requirements of the Americans with Disabilities Act and the Architectural Barriers Act Standards. To the extent possible, consider connectivity within the regional trail network and local pathways. Reference OCP Trail Standards. Project ID: OP0013 Trail System Evaluation/Improvement Scope: Evaluate condition, accessibility, and overall design of existing paved trail system. Evaluate the need for additional trails and/or modifications such as reroutes or surface improvements. Consider accessibility, site context, and natural resources impacts. All trails must comply with OCP Trail Standards. Coordinate any design changes and improvements with Oak Park to ensure that the connectivity with city trails and pathways is maintained or enhanced. Project ID: OP0014 Forest Trails Design/Construction Scope: Create new unpaved trails that meet the ADA-compliant hiking standard that provide a forest- immersion experience and connect with new nature-themed playground. Letter of Intent PARK ACTION PLAN 2024-2028: Oak Park Woods at Shepherd Park Page 47 Letter of Intent Letter of Intent PARK ACTION PLAN 2024-2028: Oak Park Woods at Shepherd Park Page 48 Letter of Intent PARK ACTION PLAN 2024-2028: Oak Park Woods at Shepherd Park Page 49 Interlocal Partnership Agreement PARK ACTION PLAN 2024-2028: Oak Park Woods at Shepherd Park Page 50 Interlocal Partnership Agreement Interlocal Partnership Agreement PARK ACTION PLAN 2024-2028: Oak Park Woods at Shepherd Park Page 51 Interlocal Partnership Agreement PARK ACTION PLAN 2024-2028: Oak Park Woods at Shepherd Park Page 52 Interlocal Partnership Agreement PARK ACTION PLAN 2024-2028: Oak Park Woods at Shepherd Park Page 53 Interlocal Partnership Agreement PARK ACTION PLAN 2024-2028: Oak Park Woods at Shepherd Park Page 54 Interlocal Partnership Agreement PARK ACTION PLAN 2024-2028: Oak Park Woods at Shepherd Park Page 55 Interlocal Partnership Agreement PARK ACTION PLAN 2024-2028: Oak Park Woods at Shepherd Park Page 56 Interlocal Partnership Agreement PARK ACTION PLAN 2024-2028: Oak Park Woods at Shepherd Park Page 57 Interlocal Partnership Agreement PARK ACTION PLAN 2024-2028: Oak Park Woods at Shepherd Park Page 58 Interlocal Partnership Agreement PARK ACTION PLAN 2024-2028: Oak Park Woods at Shepherd Park Page 59 Interlocal Partnership Agreement PARK ACTION PLAN 2024-2028: Oak Park Woods at Shepherd Park Page 60 Interlocal Partnership Agreement PARK ACTION PLAN 2024-2028: Oak Park Woods at Shepherd Park Page 61 Interlocal Partnership Agreement PARK ACTION PLAN 2024-2028: Oak Park Woods at Shepherd Park Page 62 Interlocal Partnership Agreement PARK ACTION PLAN 2024-2028: Oak Park Woods at Shepherd Park Page 63 Boundary Survey PARK ACTION PLAN 2024-2028: Oak Park Woods at Shepherd Park Page 64 Boundary Survey Boundary Survey PARK ACTION PLAN 2024-2028: Oak Park Woods at Shepherd Park Page 65 Boundary Survey PARK ACTION PLAN 2024-2028: Oak Park Woods at Shepherd Park Page 66 Oak Park Approvals PARK ACTION PLAN 2024-2028: Oak Park Woods at Shepherd Park Page 67 Oak Park Approvals INSERT documentation. References PARK ACTION PLAN 2024-2028: Oak Park Woods at Shepherd Park Page 68 References ASTI. 5/24/2023. Shepherd Park Phase I Environmental Site Assessment. Brighton MI: ASTI Environmental. City of Oak Park and County of Oakland. 8/8/2023. Interlocal Partnership Agreement. Waterford MI: Oakland County Parks and Recreation Commission. City of Oak Park and County of Oakland. 9/7/2022. Letter of Intent. Waterford MI: Oakland County Parks and Recreation Commission. ETC Institute. 2022. Oakland County Parks Needs Assessment Findings Report. Waterford MI: Oakland County Parks and Recreation Commission. Oak Park. 2023. 2023 Elevate Oak Park Parks & Recreation Master Plan & Asset Management Study. Oak Park MI: City of Oak Park. Oak Park. 11/9/2020. CIty of Oak Park Master Plan. Oak Park MI: City of Oak Park City Council. OCP. 1/26/2023. Oakland County Parks 5-Year Parks and Recreation Master Plan 2023-2027. Waterford MI: Oakland County Parks and Recreation Commission. Appendix A: Park Operations and Management Plan PARK ACTION PLAN 2024-2028: Oak Park Woods at Shepherd Park Page 69 Appendix A: Park Operations and Management Plan Appendix A: Park Operations and Management Plan PARK ACTION PLAN 2024-2028: Oak Park Woods at Shepherd Park Page 70 Appendix A: Park Operations and Management Plan PARK ACTION PLAN 2024-2028: Oak Park Woods at Shepherd Park Page 71 Appendix A: Park Operations and Management Plan PARK ACTION PLAN 2024-2028: Oak Park Woods at Shepherd Park Page 72 Appendix A: Park Operations and Management Plan PARK ACTION PLAN 2024-2028: Oak Park Woods at Shepherd Park Page 73 Appendix A: Park Operations and Management Plan PARK ACTION PLAN 2024-2028: Oak Park Woods at Shepherd Park Page 74 Appendix B: Public Engagement Report PARK ACTION PLAN 2024-2028: Oak Park Woods at Shepherd Park Page 75 Appendix B: Public Engagement Report ATTACH final PE Report Oakland Couny Parks and Recreation Commission Agenda Item Memo Agenda #: 1 Department: Park Operations From: Thomas Hughes, Chief, Park Operations and Maintenance – North District Subject: Oakland County Fair Association Agreement INTRODUCTION AND HISTORY On January 1, 2017, Oakland County Parks and Recreation (OCPR) and the Oakland County Fair Association (OCFA) entered into a 5-year lease and cooperative agreement. This was a continuation of agreements that have been in place since the Oakland County Fair moved to Springfield Oaks in 1971. The agreement allows the OCFA to continue to use Springfield Oaks Park for 4 weeks in the summer to host the Oakland County Fair. The agreement also allows for the lease of Building E by the OCFA to be used as their Administrative Office Building. The current agreement was automatically renewed for another 5 years on January 1, 2022. Over this time, there have been amendments to the agreement which allowed for improvements and investments into Springfield Oaks Park. In 2023, the Oakland County Fair Association applied for and received a grant to improve asphalt paths and pave the entrance drive to the Ellis Barn. A commitment to a long-term agreement was required to receive the grant. To satisfy the requirement, a 10-year agreement between OCPR and the OCFA will replace the current agreement. The new agreement will end on December 31, 2034. Changes and updates were made to the current agreement to create a new one. Changes made include: •The Oakland County Fair Association will contract directly with the Oakland County Sheriff’s Department for any patrol services needed instead of using OCPR’s OCSD contract. •A set rate for rental for the Oakland County Fair Association to use the Springfield Oaks Activity Center for fundraising events that support the Oakland County Fair. •Increasing the time allowed for grounds clean up following the end of the fair from 5 days to 7 days with a per day clean up fee per day when the 7 days are exceeded. •Identifying storage areas available to use that didn’t exist when the current agreement was drafted. •Creation of a $20,000 Capital Improvement and Maintenance Fee to be used for park improvements, which will increase 2% annually beginning January 1, 2025. This is a fee in addition to the Parking Fee and Storage Fee that is in the current agreement. ATTACHMENTS 1.Agreement between Oakland County Parks and the Oakland County Fair Association RETURN TO AGENDA STAFF RECOMMENDATION Staff recommend to approve the 10-year agreement between the Oakland County Parks and Recreation and the Oakland County Fair Association. MOTION Move to approve the 10-year agreement between the Oakland County Parks and Recreation and the Oakland County Fair Association. Page 1 of 13 Final Version (12-13-23) AGREEMENT BETWEEN OAKLAND COUNTY AND OAKLAND COUNTY 4-H FAIR ASSOCIATION This Agreement is entered into between the Oakland County 4-H Fair Association (“Association”), 12451 Andersonville Road, Davisburg, Michigan 48350 and the County of Oakland (“County), by and through its statutory agent the Oakland County Parks and Recreation Commission (“OCPRC”), 2800 Watkins Lake Road, Waterford, Michigan 48328. This Agreement includes the following as further described below: (1) Lease of the Springfield Oaks Administrative Building/Building E; (2) Cooperative Fair Agreement; (3) License for indoor vehicle/boat storage; and (4) License for use of Springfield Oaks Activity Center Kitchen (hereinafter collectively referred to as “Agreement”). The Parties agree to the following terms and conditions. 1. Introduction 1.1. Since 1971 the Association has annually held the Oakland County 4-H Fair, becoming the Oakland County Fair in 2007, (“Fair”) at Springfield Oaks County Park. 1.2. OCPRC and the Association have identified recreational and community benefits that are associated with providing a quality fair within Oakland County. The Fair supports the agriculture industry, rural recreation, economic development, environmental stewardship, education, and the County’s rich agricultural heritage. 1.3. Since 2007 the Association has used the Administrative Building/Building E for office and administrative use. 1.4. The Parties desire to extend the agreement for the Fair and lease for the Administrative Building/Building E at Springfield Oaks along with other uses. 2. Term and Termination 2.1. Term. This Agreement shall commence on January 1, 2024 and shall end December 31, 2034 (“Term”). 2.2. Termination. Either party may terminate and/or cancel this Agreement or any part thereof at any time upon three hundred and sixty-five days (365) days written notice to the other Party, for any reason, including convenience, without incurring obligation or penalty of any kind. The effective date of termination and/or cancellation shall be clearly stated in the written notice. 3. Exhibits. This Agreement incorporates the following Exhibits: 3.1. Exhibit A: Description and Depiction of Building E/Administrative Building, 12451 Andersonville Road, Davisburg, Michigan. 3.2. Exhibit B: Custodial Guidelines 3.3. Exhibit C: Building and Grounds Used for Fair 3.4. Exhibit D: Winter Storage Schedule 3.5. Exhibit E: Insurance Specifications 4. Lease of Springfield Oaks Administrative Building. 4.1. Leased Premises. OCPRC leases to the Association a building known as Building E/Administrative Building, located at 12451 Andersonville Road, Davisburg, Michigan 48350 ("Premises"), which is further described and depicted in Exhibit A. 4.2. Hold Over. In the event the Association holds over after the expiration of this Agreement without a written agreement, the hold over shall be construed to be a Page 2 of 13 Final Version (12-13-23) tenancy from month-to-month for the Premises on the same terms and conditions contained in this Agreement, for a period not to exceed ninety (90) calendar days. 4.3. Rent. The Association shall not pay OCPRC rent for the Premises. In exchange for not paying rent, the Association shall pay the utilities, during the entire Term of this Agreement, for the following buildings and grounds located at 12451 Andersonville Road, Davisburg, Michigan, 48350: the Administrative Building/Building E, the Ellis Barn, the Rabbit Barn, the Miracle of Birth, the Septic System, the Campground, the Fairground Pit, and the parking lights in the field. Utilities shall include electricity and gas (natural and propane). Bills for all utilities and services shall be placed in the Association’s name. 4.4. Security Deposit. No security deposit is required of the Association for the Premises. 4.5. Utilities and Services. 4.5.1. Utilities. Except as otherwise provided herein, the Association shall be solely responsible for and promptly pay all utilities for the Premises and other locations, as set forth in Section 4.3. 4.5.2. Association Provided Services/Systems. The Association shall provide and pay for the following for the Premises: (1) the Association’s telephone system; (2) the Association’s computer system (including access to the internet); (3) any other system or service the Association deems necessary for it business on the Premises; (4) the Association shall maintain the flower beds surrounding the Premises, in a condition similar to flower beds in other portions of the Park; and (5) the Association shall plant flower pots to place around the exterior of the Premises. 4.5.3. Custodial Services. The Association, at its sole cost, shall clean the entire interior of Building E/Administrative Building, including the restrooms and showers, except that the Association will not be required to clean the restrooms and showers when those areas are used by OCPRC or third parties who received permission to use those areas through OCPRC. When cleaning the Premises, the Association shall comply with the custodial guidelines set forth in Exhibit B. 4.5.4. OCPRC Provided Services. OCPRC shall provide and pay for the following services for the Premises: (1) trash removal, (2) snow and ice removal from sidewalks, steps and parking areas, (3) parking lot and structural building maintenance, and (4) lawn care services. 4.6. Use and Occupancy. 4.6.1. Use by Association. The Premises shall be used for office space and meetings for the Association. 4.6.2. Use by Third-Parties. The Association may permit third parties to use the Community Room in Building E/Administrative Building for events pursuant to a written contract between the Association and the third party. The Association will provide OCPRC with a fee schedule, a copy of the use schedule on a monthly basis, and a copy of all contracts for use of the Community Room. Such contracts shall require that persons/entities using the Premises indemnify the Association and County and name the Association and County as additional insured on all insurance policies. Upon request, the Association shall provide OCPRC with the executed contracts. Page 3 of 13 Final Version (12-13-23) 4.6.3. Set-Up and Clean-Up. The Association will be responsible for all set-up and clean-up of all the Association’s scheduled events and set-up and clean-up for other events held at the Premises that were scheduled through the Association. 4.6.4. Cleanliness of Premises. The Association shall keep the Premises and the area immediately surrounding Building E/Administrative Building clean, free of trash, and in good order, wear and tear from reasonable use and damage from the elements excepted. 4.7. Maintenance and Repairs. OCPRC shall maintain, repair, and keep the Premises in good condition, including, but not limited to, the roof, ceilings, walls, floors, foundations, electrical and plumbing systems, sidewalks, parking areas, exterior glass, heating and cooling systems, septic system, and water system (including wells and water tower). 4.8. Equipment, Furniture, and Supplies. 4.8.1. Office Equipment, Furniture, and Supplies. The Association shall provide, at its expense, furniture, office supplies, and equipment it deems necessary for its operations at the Premises. The Association, at its expense, shall be solely responsible for the maintenance and repair of all furniture and equipment used on the Premises. 4.8.2. Restroom/Shower Supplies. The Association shall provide, at its expense, all supplies for the restrooms and showers, such as toilet paper, paper towel, soaps, etc.; provided however, that when OCPRC uses the Premises, for whatever reason, OCPRC, at its expense, shall replace/replenish the restroom/shower supplies to ensure the supplies are full at the completion of OCPRC use of the Premises. 4.9. Compliance with Laws. OCPRC shall, at its own expense, promptly comply with all applicable federal, state and municipal laws and regulations affecting the Premises, including any barrier-free requirements. 4.10. Security. OCPRC shall provide and pay for lighting for the exterior of the Premises including common areas and parking areas directly adjacent to the Premises, in a manner deemed adequate by OCPRC. OCPRC shall provide and pay for keys for the Premises. 4.11. Access. OCPRC shall have twenty-four (24) hour access to the Premises, without notice, for the purpose of inspecting, repairing, and maintaining the Premises. 4.12. Parking. OCPRC shall provide the Association with twelve (12) assigned parking spaces for the Association’s exclusive use near the Premises. 4.13. Quiet Enjoyment. Upon performance of its obligations under this Agreement and subject to the terms of this Agreement, the Association shall peacefully and quietly hold and enjoy the Premises for the Term of this Agreement, without hindrance or interruption by OCPRC or its agents or employees. 4.14. Destruction of Premises. 4.14.1. In the event, the Premises are partially damaged or destroyed by fire or other casualty, the damage to the Premises shall be promptly repaired or rebuilt by OCPRC. In the event the Premises cannot be repaired or rebuilt within one hundred eighty (180) days after such damage or destruction, the Association shall have the right to terminate this Agreement and vacate the Premises within ninety (90) days after the occurrence of such damage or destruction. While the Page 4 of 13 Final Version (12-13-23) Premises are being repaired, the utilities owed by the Association, pursuant to Section 4.3, shall be reduced in proportion to the fraction of the Premises rendered unusable (in the discretion of the Association). If more than thirty-five percent (35%) of the Premises are damaged or destroyed by a casualty, the Association may elect to remain on the Premises or to vacate the Premises. 4.14.2. Notwithstanding any other provisions, in the event that more than thirty-five (35%) percent of the Premises are damaged or destroyed by fire or other casualty, OCPRC may elect to either repair or rebuild the Premises or to terminate this Agreement by giving written notice to the Association within ninety (90) days after the occurrence of such damage or destruction. The Association will have ninety (90) days from the date of the notice to vacate the Premises. If OCPRC elects to rebuild or repair the Premises, then the utilities owed by the Association, pursuant to Section 4.3, shall be reduced in proportion to the fraction of the Premises rendered unusable (in the discretion of the Association) until the Premises are repaired or rebuilt. In no event shall OCPRC be required to repair or replace any property of the Association. 4.15. Eminent Domain. If the whole Premises are taken by any public authority under the power of eminent domain, then this Agreement shall be terminated on the day the public authority takes possession of the whole Premises. If less than the whole, but more than thirty-five percent (35%) of the Premises are taken by any public authority under the power of eminent domain, then either Party may terminate this Agreement upon thirty (30) days written notice to the other Party. In the event neither Party elects to terminate this Lease, the Lease shall terminate on the date the public authority takes possession of the Premises. Neither Party shall have any future liability or obligation under the Lease if it is terminated under this Section 4.16. Condition Upon Surrender. Upon expiration or termination of this Agreement, the Association shall return all keys to OCPRC, surrender the Premises in the same condition as it was on the date this Agreement commenced (reasonable wear and tear excepted), and shall remove its personal property. If the Association does not remove its personal property within thirty (30) calendar days of the termination/expiration of this Agreement, such property shall become the property of OCPRC and OCPRC may remove, dispose, and/or use such property, in its sole discretion. 5. Cooperative Fair Agreement 5.1. Fair Management. 5.1.1. Responsibility for Fair. The Association is solely responsible for the development, operation, and management of the annual Fair, including all costs associated therewith, except as otherwise expressly provided herein. 5.1.2. Designated Representative of Association. The Association officers are the authorized representatives of the Association and all communications, requests, and development of policy regarding the Fair will go through the Association Board. The order of authority of the Association Officers is as follows: President, Vice President, Recording Secretary, Treasurer, and Corresponding Secretary. The Association General Manager is the designated representative for operation of the Fair. Page 5 of 13 Final Version (12-13-23) 5.1.3. Designated Representative of OCPRC. The Chief of Park Operations and Maintenance is OCPRC’s designated representative regarding services or questions associated with the Fair. 5.1.4. Fair Contracts. The Association shall enter into contracts with persons/entities that will provide or perform arena events, concessions, carnivals, and other events or services during the Fair. The Association shall provide the template contract that it will use with the above-referenced persons/entities to the OCPRC Director for review and approval by April 1. Such contracts shall require that all above-referenced persons/entities indemnify the Association and County and name the Association and County as additional insured on all insurance policies. Upon request, the Association shall provide OCPRC with the executed contracts with the above-referenced persons/entities. 5.1.5. Fair Electrical Needs. The Association is responsible for defining the electrical needs of commercial vendors in all approved contracts and informing the Park Supervisor of these needs by June 1. 5.1.6. Fair Schedule of Events and Fair Layout. The Fair schedule of events and the Fair event Layout shall be submitted to the OCPRC Director one month prior to the start of the Fair. The schedule of events shall include the following: (1) opening and closing times for the Activity Center; (2) carnival hours; (3) dates and starting and ending times for all events, including special events; and (4) any other information which OCPR may request. 5.1.7. Review of Fairgrounds. The Park Supervisor and the Chief of Park Operations and Maintenance will meet with the Association General Manager and designated Association members approximately one (1) month prior to the start of the Fair to conduct a review of the Fair grounds. 5.1.8. Fair Walk-Through. On the first Tuesday of the Fair each year, OCPRC staff and the Association General Manager and designated Association members will complete a walk-through of the Fair, review any issues concerning the Fair, and develop a list of ideas to assist the Fair in future years. 5.1.9. Fair Review. The Parties shall meet by October 1st each year to discuss and review the most recent Fair and ideas for the next Fair. 5.1.10. Fair Surveys. OCPRC will conduct surveys of persons coming to the Fair. The results of the surveys will be reviewed by both Parties no later than October 1. 5.2. Facility Use. 5.2.1. Facilities to Be Used. OCPRC provides the Association with the right to use the building and grounds of the Springfield Oaks County Park ("Park") as described and depicted in Exhibit C ("Facilities") for the Fair, which includes, but is not limited to preparation, operation, dismantling and clean-up of the Fair. Exhibit C can be amended, at any time, to address the need of the Parties to use different facilities. OCPRC Director has the authority to approve changes to Exhibit C. 5.2.2. Period of Use. The right to use the Facilities shall commence seven (7) calendar days prior to the start of the Fair, The right to use the Facilities shall end seven (7) calendar days after the end of the Fair. Page 6 of 13 Final Version (12-13-23) 5.2.3. Fair Dates. By October 1 each year, the Association shall submit to the OCPRC Director the dates for the Fair and the Facilities that will be used for the next year’s Fair. 5.3. Responsibilities of Association and OCPRC. 5.3.1. Daily Maintenance Functions. Except as otherwise expressly provided in this Agreement, OCPRC shall be responsible to perform daily maintenance and repair functions for the Park and Facilities during the Fair; such functions shall include, but not be limited to, building/facility upkeep, pre-agreed set-up and tear down of equipment, electrical systems checks and septic tank maintenance. 5.3.2. Emergency Repairs/Emergency. During the Fair, the Park Supervisor or his/her designee will be on call 24 hours a day for any emergency repairs. OCPRC will provide a list of emergency contacts if the Park Supervisor cannot be contacted. 5.3.3. Manure Removal. The Association shall be responsible for the daily removal of manure from the Park and Facilities to areas designated by the Park Supervisor. 5.3.4. Association Equipment. The Association shall be responsible for the repair and upkeep of all the Association-owned equipment and rented equipment. 5.3.5. Cleanliness of Park during the Fair. The Association shall clean-up all litter/trash in the carnival area, camping area, arena area, animal tents, and parking area, at least daily, during the Fair. 5.3.6. Clean-Up after the Fair. The Association shall complete clean-up of all Facilities and the Park, including the campground, used for the Fair within seven (7) calendar days of the end of the Fair. The Association shall pay a five hundred dollars ($500.00) fee per day when clean-up exceeds the period of use set forth in Section 5.2. 5.3.7. Items Provided by Association. The Association shall provide and pay for the following during the Fair: (1) portable toilets, (2) tent rental, (3) equipment rental, (4) temporary electrical services for set up, and (5) all other equipment or services needed for the Fair, unless specifically provided by OCPRC herein. 5.4. Fair Equipment & Storage. 5.4.1. Equipment Identification. Each Party shall clearly mark its equipment, in order to permit easy identification of equipment ownership. 5.4.2. Equipment Storage. Notwithstanding any other provision of this Agreement, during the Term of this Agreement, OCPRC shall provide the Rabbit Barn, the stall areas in the Livestock Barn, the Horse Area Storage Shed, and mutually designated portions of the Horse Barn year-round, to store Association equipment and supplies to operate Fair, at no cost to the Association. 5.5. Camping. 5.5.1. Campground Licenses/Permits. OCPRC shall be responsible to obtain and pay for the state campground license, any County required licenses/permits, and the rally permit for the campground each year by January 1, provided that the Association shall reimburse OCPRC for the cost of the rally permit. 5.5.2. Campground Areas. The Association shall be responsible for designating camping areas, setting up the camp sites, registering campers, and providing portable toilet facilities for the campground. Page 7 of 13 Final Version (12-13-23) 5.5.3. Compliance with Camping Laws. The Association shall comply with and shall require all campers to comply with OCPRC Rules and Regulations and all applicable State laws and regulations regarding camping. 5.6. Parking. 5.6.1. Parking Attendants. The Association shall provide volunteers to set up all parking areas and provide parking attendants during the Fair. 5.6.2. Collection of Parking Fees. The Association shall be responsible for setting the amount of and collecting parking fees and issuing parking passes. 5.6.3. Accounting of Parking Fees. The Association shall be responsible for accounting and depositing parking fees. 5.6.4. Receipt of Parking Fees. Except as otherwise provided in this Agreement, the Association shall keep all monies generated from parking fees. 5.7. Safety and Security. 5.7.1. Security Services. The Association shall provide and pay for all security services, including but not limited to, public safety services and law enforcement services for the Facilities and all Fair parking areas during the Fair. The Association shall contract directly with the entities to provide the services set forth in this Section, including but not limited to, the Oakland County Sheriff’s Office. 5.7.2. Emergency/First Aid Services. The Association shall be responsible for providing and obtaining First Aid/EMS services during the Fair and for each arena event, including having an ambulance on site for each arena event. The Association shall provide a schedule of First Aid/EMS personnel to the Chief of Park Operations and Maintenance by June 1. The Association shall be responsible for all costs incurred for this service. 5.7.3. Trusty Crews. If trusty crews are available, OCPRC will work with the Association for scheduling trusty crews by June 1. 5.8. Fair Marketing and Promotions. 5.8.1. OCPRC Marketing Staff. OCPRC will provide marketing staff to work with designated Association persons to market and promote the Fair. 5.8.2. Marketing Agreement. The Association and OCPRC Director or his/her designee shall create a Marketing and Promotions Agreement for each Fair by March 1 each year. 5.8.3. Oakland County Parks Days. During the Fair each year, there shall be two days designated as "Oakland County Parks Days". The Marketing and Promotions Agreement shall include details regarding the “Oakland County Park Days” at the Fair. 5.9. Emergency Action Plan. The Association shall create an Emergency Action Plan for the Fair and it shall be reviewed annually by the Parties by June 1 each year. The Springfield Oaks Emergency Action Plan will be reviewed annually by the Oakland County Emergency Response and Preparedness by June 1. If the Emergency Action Plan for the Fair is activated or incident occurs during the Fair which may implicate the Emergency Action Plan for the Fair, then the Association shall immediately contact OCPRC designated representative sent forth in Section 5.1.3. Page 8 of 13 Final Version (12-13-23) 5.10. Financial Responsibilities. Except as otherwise specifically provided by in this Agreement, the Association shall be responsible for all costs and expenses incurred in the operation, set up and clean-up of the Fair. 6. License for Indoor Vehicle/Boat Storage. 6.1. Right for Indoor Storage. The Association may use the following barns for indoor storage of vehicles and boats: Rabbit Barn, Poultry Barn, Livestock Barn, Goat Barn, Horse Barn, Miracle of Birth Barn (herein collectively “Barns”), and Pavilion. Use of the above-listed facilities, for indoor storage of vehicles and boats, shall commence and end according to the schedule set forth in Exhibit D. 6.2. Safety Precautions. The Association shall ensure that all non-street vehicles and boats are drained of all gas prior to storage in the Barns. The Association shall also ensure that all propane tanks are removed from the vehicles and boats prior to storage in the Barns. 6.3. Required Policies and Procedures. The Association shall implement any policies or procedures required by the County’s insurance carrier regarding the storage of the vehicles and boats in the Barns. 6.4. Written Agreements. The Association shall have a written agreement with each vehicle/boat owner for the storage. The written agreement to be used with the owners of the vehicles/boats shall be annually renewed and approved by Oakland County Risk Management and Oakland County Corporation Counsel. 6.5. Insurance Certificates. Prior to storage, the Association shall obtain insurance certificates for each vehicle and/or boat stored in the Barns. The insurance certificates shall meet all requirements set forth in the agreement between the Association and owners of the vehicles/boats. 6.6. Property Damage/Loss. The Parties acknowledge and agree that the County shall not be liable or responsible for any property loss or damage resulting from fire, theft, or other means to vehicles and boats stored in or around the Barns. 7. License for Springfield Oaks Activity Center Kitchen and Use of Springfield Oaks Activity Center. 7.1. Use by Association. The Association shall have exclusive use of the Springfield Oaks Activity Center Kitchen (“Kitchen”), except that OCPRC or the County may request to use the kitchen if the OCPRC/County use does not conflict with the Association use. 7.2. Licensing. Pursuant to law, the Association, at its cost, shall obtain and maintain the license for operating the Kitchen. 7.3. Kitchen Equipment/Use Repairs. Except for the sinks and ansul system, which are fixtures to the Kitchen, all equipment in the Kitchen, at the time of execution of this Agreement, including but not limited to the freezers, ovens, refrigerators, deep fryers, plates, cups, glasses, coffee makers, silverware, and baking utensils, shall be deemed the property of the Association. The County shall maintain and repair the sinks and ansul system and shall provide an annual inspection of the Kitchen; provided that the Association shall reimburse OCPRC for the costs associated with the inspection and the maintenance and repair of such equipment. OCPRC shall invoice the Association for such costs and the Association shall pay such invoice within thirty (30) days of receipt. The Association shall be responsible for the maintenance, repair, and replacement of all Page 9 of 13 Final Version (12-13-23) equipment in the Kitchen, except the sinks and ansul system. The Association shall keep the equipment in the Kitchen in a good condition, so as not to cause damage to Kitchen, Premises, Facilities, Barns, and Park. 7.4. Use of Springfield Oaks Activity Center. The Association may use the Springfield Oaks Activity Center at a rate of five hundred dollars ($500.00) per event, increasing ten dollars ($10.00) per year for the duration of this Agreement, commencing with the Spring and Fall Crops and Fair Fiesta in 2024. The Association may use the Springfield Oaks Activity Center free of charge for “Discovery Day” for the duration of this Agreement. The use of the Springfield Oaks Activity Center must be scheduled through OCPCR designated staff. Use of the Springfield Oaks Activity Center is subject to the terms and conditions of this Agreement. 8. General Terms and Conditions. The terms and conditions contained in Section 8 apply equally to the entire Agreement. 8.1. Monies Owed to OCPRC. In consideration for use of the Premises, Facilities, Park, Barns, and Kitchen, the Association shall pay OCPRC the following in the form of cash monies and/or the equivalent in paid receipts from approved maintenance and/or capital improvement projects, as approved by OCPRC in its sole discretion and subject to Section 8.6: (1) ten percent (10%) of the gross receipts associated with vehicle parking for the Fair by September 1st, for the year in which the Fair was held (“Parking Fee”); (2) fifteen percent (15%) of the gross receipts associated with the indoor storage of vehicles and boats, on County property, by September 1st, for the year in which the vehicles and boats were stored (:Storage Fee”); and (3) twenty thousand dollars ($20,000.00) each year on first day of each year this Agreement is in effect for capital improvement projects or maintenance projects for the Park (“Capital Improvement and Maintenance Fee”). The Capital Improvement and Maintenance Fee shall increase annually by two percent (2%) beginning on January 1, 2025. By amendment to this Agreement, the Parties may agree to increase the Capital Improvement and Maintenance Fee on a one-time basis or an on-going basis. 8.2. Use of Monies Paid to OCPRC. Each year the OCPRC Director or his/her designee and the Association President shall meet to discuss and create a list of capital improvement projects or maintenance projects that are needed or may be needed at the Park. OCPRC shall approve such projects before they can be performed. If OCPRC does not approve any projects on the list by the end of OCPRC’s fiscal year (in which they were approved) or a list is not created, then OCPRC may use the Parking Fee and Storage Fee, in its sole discretion, for any recreational purpose. The Capital Improvement and Maintenance Fee shall be used for capital improvement projects or maintenance projects on the list created by this Section. If OCPRC does not approve any projects on the list by the end of OCPRC’s fiscal year (in which they were approved) or a list is not created, then the Capital Improvement and Maintenance Fee or any unused portion thereof, shall be accounted for in a designated OCPRC fund to be carried over to be used in the next fiscal year or subsequent year(s). All monies that are in this designated OCPRC Fund at the expiration or termination of this Agreement, OCPRC’s money. 8.3. Insurance. The Association shall obtain and maintain insurance according to the specifications set forth in Exhibit E, which specifications shall be set by the County Risk Management Department or its successor department. The County Risk Page 10 of 13 Final Version (12-13-23) Management Department or its successor department may review the insurance specifications contained in Exhibit E every five (5) years for adequacy. After such review, if the County Risk Management Department determines, in its reasonable discretion, that the coverages in effect at the time of review are inadequate, then the Association may be required to increase the coverages to reflect the litigation awards and the insurance climate as it exists at that time. 8.4. “As-Is.” The Association acknowledges that it is leasing and/or using the Premises, Facilities, Park, Barns, and Kitchen “As Is” and it had an opportunity to inspect the Premises, Facilities, Park, Barns, and Kitchen. 8.5. Liability. 8.5.1. Damage to County/OCPRC Property. The Association shall be responsible for any damage to any County or OCPRC property or facility that is caused by the Association, its employees, agents, volunteers, or subcontractors on the Premises, Facilities, Park, Barns, or Kitchen, because of the Association’s use of the Premises, Facilities, Park, Barns, or Kitchen. If damage occurs, OCPRC shall make the necessary repairs and/or replacements or cause a third party to make the necessary repairs or replacements; provided, however, that Association shall reimburse OCPRC the cost for repairing and/or replacing the damaged property or facilities. If the County makes a claim under its insurance policy and the claim is approved and paid, the Association’s liability under this Section is capped at the amount of the County’s insurance deductible and the Association shall reimburse the County for any such deductible. OCPRC shall invoice the Association for the costs under this Section and the Association shall pay the invoice within thirty (30) days of receipt. 8.5.2. Damage to Association Property. The Association shall be solely liable and responsible for any property loss or damage resulting from fire, theft or other means to its personal property located, kept, or stored on the Premises, Facilities, Park, Barns, or Kitchen. 8.5.3. Third Party Claims. The Association shall be solely liable and responsible for any Claims, as defined herein, occurring at or on the Premises, Facilities, Park, Barns, or Kitchen which arise out of the acts or omissions of the Association or its employees, agents, volunteers, or subcontractors use of the Premises, Facilities Park, Barns, or Kitchen. 8.5.4. Hazardous Material/Debris. The Association shall not cause to be discharged or allow any person or entity to discharge any hazardous material, waste, or debris on any OCPRC or County property. The Association shall be responsible for cleanup, remediation, and/or restoration of any pollution resulting from any leaks/spills caused by the Association’s use of the Premises, Facilities, Park, Barns, or Kitchen, including the storage of vehicles and boats. 8.5.5. Indemnification. The Association shall indemnify, defend, and hold harmless the County, its Boards, Commissions, officials, and employees from any and all Claims, as defined herein, that are incurred by or asserted against the County or its Boards, Commissions, officials, and employees by any person or entity which are alleged to have been caused by or found to arise from the acts or omissions of the Association or its employees, agents, volunteers, or subcontractors. Page 11 of 13 Final Version (12-13-23) 8.5.6. Definition of Claim. “Claim” means any loss; complaint; demand for relief or damages; lawsuit; cause of action; proceeding; judgment; penalty; costs or other liability of any kind which is imposed on, incurred by, or asserted against the County or for which the County may become legally or contractually obligated to pay or defend against, whether commenced or threatened, including, but not limited to, reimbursement for reasonable attorney fees, mediation, facilitation, arbitration fees, witness fees, court costs, investigation expenses, litigation expenses, or amounts paid in settlement. 8.6. Alterations or Improvements. The Association shall not make any alterations or improvements to or upon the Premises, Facilities, Park, Barns, or Kitchen without the prior written consent of the OCPRC Director. Any alterations or improvements made to or upon the Premises, Facilities, Park, Barns, or Kitchen shall become the sole property of OCPRC immediately upon completion, unless the OCPRC Director agrees otherwise in writing, prior to construction. Any alterations or improvements made to or upon the Premises, Facilities, Park, Barns, or Kitchen shall be performed by a properly qualified contractor approved by the OCPRC Director. Any alteration or improvement identified in the annual project review meeting (described in Section 8.2) and commenced, shall be completed in the fiscal year agreed to. Alterations or improvements shall be made only during normal business hours and done in such a way as not to interfere with the use of the Premises, Facilities, Park, Barns, or Kitchen by others. Any contractor retained by the Association shall comply with MCL 129.201, et seq. Any remodeling, renovation, improvements, or other modifications to the Premises, Facilities, Park, Barns, or Kitchen by the Association will be at the Association’s sole expense, unless otherwise agreed by the Parties in writing. 8.7. Signs. With prior written permission of the OCPRC Director and the local governmental entity, as applicable, the Association may attach, install, or erect signs on the interior and exterior walls of the Premises, Facilities, Park, Barns, or Kitchen as necessary for the Association’s use or business at the Premises, Facilities, Park, Barns, or Kitchen. All signs on or around the Premises, Facilities, Park, Barns, or Kitchen shall comply with OCPRC Rules and Regulations and local ordinances. 8.8. Rental Schedule. OCPRC shall provide a facility rental schedule for Springfield Oaks County Park to the Association for the upcoming year by Oct 1. OCPRC shall provide an updated schedule on a monthly basis, if there are any changes. 8.9. Assignment. Except as otherwise expressly provided herein, the Association shall not assign, sublet or in any manner transfer this Agreement or any estate or interest therein without the prior written consent of OCPRC. 8.10. No Third-Party Beneficiaries. Except as provided for the benefit of the Parties, this Agreement does not and is not intended to create any obligation, duty, promise, contractual right or benefit, right to be indemnified, right to be subrogated to the Parties’ right in this Agreement, or any other right in favor of any other person or entity. 8.11. Compliance with Laws. The Association shall comply with all federal, state, and local laws, statutes, ordinances, regulations, insurance policy requirements, and requirements applicable to its activities under this Agreement, including but not limited to Michigan Department of Agricultural and Rural Development rules, regulations, and orders and the Michigan Department of Health and Human Services rules, regulations, and orders, Page 12 of 13 Final Version (12-13-23) and Oakland County Division, regulations, and orders. The Association shall also comply with all OCPRC Rules and Regulations. 8.12. Reservation of Rights. This Agreement does not, and is not intended to impair, divest, delegate, or contravene any constitutional, statutory, or other legal right, privilege, power, obligation, duty, or immunity of the County. 8.13. Binding Effect. The terms and conditions of this Agreement shall be binding and shall inure to the benefit of the Parties and their respective representatives, successors, and assigns. 8.14. Captions. Section and subsection numbers, captions, and any index to sections or 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. In this Agreement, for any noun or pronoun, use of the singular or plural form, use of the nominative, possessive, or objective case, and any reference to gender (masculine, feminine, and neuter) shall mean the appropriate form, case, or gender as the context requires. 8.15. Waiver. Waiver of any term or condition under this Agreement must be in writing and notice given pursuant to this Agreement. No written waiver, in one or more instances, shall be deemed or construed as a continuing waiver of any term or condition of this Agreement. No waiver by either Party shall subsequently affect its right to require strict performance of this Agreement. 8.16. Cumulative Remedies. A Party’s exercise of any remedy shall not preclude the exercise of any other remedies, all of which shall be cumulative. A Party shall have the right, in its sole discretion, to determine which remedies are to be exercised and in which order. 8.17. Severability. If a court of competent jurisdiction finds a term or condition of this Agreement to be illegal or invalid, then the term or condition shall be deemed severed from this Agreement. All other terms or conditions shall remain in full force and effect. 8.18. Notices. 8.18.1. All notices for OCPRC shall be sent to: Oakland County Parks and Recreation Commission, Director, 2800 Watkins Lake Road, Waterford, Michigan 48328 8.18.2. All notice for the Association shall be sent to: Oakland County 4-H Fair Association, General Manager, 12451 Andersonville Road, Davisburg, Michigan, 48350 and Oakland County 4-H Fair Association, President, 12451 Andersonville Road, Davisburg, Michigan, 48350 8.19. Modifications/Amendments. Any modification or amendments to this Agreement must be in writing and signed by both parties. Any modifications or amendments to this Agreement shall be approved by OCPRC and executed by the Chairperson of the Parks Commission, on behalf of the County. OCPRC is authorized to accept donations or gifts of equipment, money, or improvements to facilities or real property from the Association, which donation or gift shall be codified as an amendment to this Agreement. 8.20. 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 of the State of Page 13 of 13 Final Version (12-13-23) 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 obtained in such forum or taking action under this Agreement to enforce such judgment in any appropriate jurisdiction. 8.21. Entire Agreement. This Agreement 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. Upon full execution of this Agreement, the January 1, 2017 Agreement between the Parties shall terminate. 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. 8.22. Execution in Counterparts. This Agreement may be executed in counterparts, each of which shall be an original and all shall constitute one instrument/document. THE COUNTY OF OAKLAND: ______________________________________________________________________________ David T. Woodward, Chairperson, Date Oakland County Board of Commissioners THE OAKLAND COUNTY 4-H FAIR ASSOCIATION: ______________________________________________________________________________ By: Date Oakland Couny Parks and Recreation Commission Agenda Item Memo Agenda #: 2 Department: Park Operations From: Thomas Hughes, Chief, Park Operations and Maintenance – North District Subject: Oakland Astronomy Club License Agreement INTRODUCTION AND HISTORY The Oakland Astronomy Club (OAC) is a non-profit organization that has been utilizing the viewing platform at Addison Oaks for over 30 years. The goal of the OAC is to provide astronomy education, recreation, and research opportunities to the members and general public, both youth and adult. Addison Oaks is a unique dark sky location in Oakland County to provide this opportunity. Through established agreements during this time, the OAC has provided these opportunities at Addison Oaks in exchange for use of the viewing platform and storage of astronomy equipment at the Addison Oaks viewing platform. The OAC also provides astronomy programs to support park events and the campground recreation program at Addison Oaks. The proposed agreement with the OAC was reviewed and updated by Corporation Counsel. This would be a three-year agreement that would be valid until December 31, 2026. Insurance requirements will be reviewed annually to ensure they are up to date. ATTACHMENTS 1.Oakland Astronomy Club License Agreement STAFF RECOMMENDATION Staff recommend to approve the license agreement between the Oakland Astronomy Club and Oakland County Parks for the use of astronomy viewing platform at Addison Oaks County Park. MOTION Move to approve the license agreement between the Oakland Astronomy Club and Oakland County Parks for use of the viewing platform at Addison Oaks County Park. RETURN TO AGENDA Page 1 of 8 OAC LICENSE AGREEMENT 01-24-24 License Agreement The Oakland County Parks and Recreation Commission (OCPRC) hereby grants a License for use of its property as set forth herein to: Name of Entity or Person (“Licensee”): Oakland Astronomy Club (OAC) Address: c/o Bill Girardin (Treasurer), 600 Shelley Dr, Rochester Hills, MI 48307 Contact Person: Gary Dietz (2021 President) Telephone Number: 248.425.5753 E-Mail Address: garymdietz@comcast.net For and in consideration of the issuance of this License, the Parties agree to the following terms and conditions: 1. Use of OCPRC Property. Licensee may only use the property described below for the purposes set forth in this Agreement. 1.1. Property. Addison Oaks County Park including Lake George Field, viewing platform and platform shed. (“Property”) 1.2. Events. OAC viewing events and programs. 1.3. Uses. 1.3.1. OAC may utilize the viewing platform shed for storage of astronomy viewing equipment. 1.3.2. OAC may use the property and the Lake George Field platform for nighttime viewing. 1.3.3. OAC sponsored viewings, events, and programs are also permitted if an OAC member is present at all times. 1.3.4. OAC may have one pavilion rental, from April 15 to October 31, for a club meeting/event, each calendar year the Agreement is in effect. Cost shall be $0 if rental is on a weekday or $50 (current weekday rate) if rental is on a Saturday or Sunday. Rental may not fall on a holiday at the reduced rate. 1.4. Term of Agreement. This Agreement shall begin on 1/24/2024 (“Effective Date”), and notwithstanding a license generally being terminable at the will of the licensor, and presuming no default by the Licensee in performance of any of the terms and conditions of this Agreement, which may cause the license to be immediately revoked, it shall end on 12/31/2026 (“Termination Date”). Page 2 of 8 OAC LICENSE AGREEMENT 01-24-24 1.5. Fee. -$0- 1.6. Condition of Property. During this Agreement, Licensee shall keep the Property in good order, in a clean and safe condition, and free of trash. Except for normal wear and tear, Licensee’s use of the Property shall not cause damage or waste to the Property and shall not disrupt OCPRC’s operations on or around the Property. Licensee is responsible for putting all trash and debris into the appropriate receptacles. 1.7. Condition of Property upon end of Agreement. Except for normal wear and tear, at the expiration or termination of this Agreement, Licensee shall leave or return the Property in the same condition that Licensee found it. The Property must be clean and free of all trash and debris. Licensee shall remove of all of its personal property within thirty (30) days of expiration or termination of this Agreement. If Licensee does not remove its personal property within the thirty (30) day period, such property shall be deemed the property of OCPRC and OCPRC shall remove and dispose of it as OCPRC sees fit. Licensee shall be responsible for all costs incurred by OCPRC associated with the removal and disposal of Licensee’s personal property. 1.8. Compliance with Law and Park Rules. Licensee, including its employees, agents, invitees, volunteers, subcontractors, and any other persons on the Property because of Licensee’s use of the Property, must comply with all applicable federal, state, and local laws, regulations, and ordinances, the OCPRC Rules and Regulations, and the provisions of this Agreement. Failure to comply with this Section may result in the immediate termination of the use of the Property, without advance notice to Licensee and without refund of the Fee, at OCPRC’s sole discretion. 1.9. Signs/Advertisement. Licensee shall not place any signs or advertisements on the Property without the prior written approval of the OCPRC Executive Director or his/her designee. Licensee shall not use the Property in Licensee advertising or informational documents (either electronic or printed copies) without the prior written approval of the OCPRC Executive Officer or his/her designee. 1.10. Alterations, Additions, Changes to Property. Licensee shall not make any alterations, additions, or changes to the Property, without the prior written approval of the OCPRC Executive Officer or his/her designee. 1.11. Property AS IS. LICENSEE ACCEPTS THE PROPERTY “AS IS.” LICENSEE ACKNOWLEDGES THAT LICENSEE HAD THE OPPORTUNITY TO INSPECT THE PROPERTY AND EITHER INSPECTED THE PROPERTY OR CHOSE NOT TO INSPECT THE PROPERTY. 1.12. No Smoking. Smoking is prohibited on the Property. 1.13. Alcohol Use on Property. 1.13.1. Licensee shall not sell or allow anyone to sell alcoholic beverages on the Property, unless prior written approval is given by OCPRC. Page 3 of 8 OAC LICENSE AGREEMENT 01-24-24 1.13.2. Alcoholic beverages may be consumed, served, and/or sold on the Property, subject to law and the OCPRC Rules and Regulations; except that there are no alcoholic beverages permitted at park beaches, waterparks, or waterpark parking lots. 1.13.3. BY LAW, NO ONE UNDER 21 MAY CONSUME OR TASTE ALCOHOLIC BEVERAGES ON THE PROPERTY OR OTHER COUNTY PROPERTY. LICENSEE AGREES AND WARRANTS THAT THERE SHALL BE NO SERVICE OR SALE TO OR CONSUMPTION OF ALCOHOLIC BEVERAGES BY PERSONS UNDER AGE 21. 1.13.4. Licensee shall monitor service and consumption of alcoholic beverages at the Property. Licensee specifically acknowledges that it is solely liable for the service and consumption of any alcoholic beverages at the Property and that such liability shall extend to any aspect regarding the service or consumption of alcoholic beverages. 2. Licensee (OAC) Responsibilities. 2.1. OAC and OCPRC shall create a communication process through which the parties will transmit notices and communications required by this Agreement. 2.2. Usage of the field and platform is weather dependent; however, an OAC member must notify the Park Supervisor 24-hours in advance. 2.3. An OAC member must notify Park Supervisor of outing cancellations. 2.4. OAC mutually agreed upon programs reviewed annually 2.5. An OAC member must provide a summary of the previous month’s public outings. The summary must include group name and number of participants. 2.6. OAC must provide an updated member list annually or when changes are made. 2.7. OAC must provide a lock for the shed on viewing platform. OAC must grant OCPRC staff access to the shed within 24-hours of a request being made. 2.8. OAC must provide a lock for the main gate on the west side of the Buhl Estate parking lot. OCPRC staff must be given a copy of the key/combination to the lock. The lock must be daisy-chained with the OCPRC lock. Replacement of locks shall be at the OAC’s sole expense. 2.9. OAC shall limit vehicles driving to the platform as much as possible. Parking is available in the Buhl Estate parking lot. 2.10. OAC must communicate to the Park Supervisor any repairs that need to be completed to the grounds and/or viewing platform/shed. 2.11. All OAC members using Addison Oaks for viewing opportunities must have a valid Oakland County Parks Annual Vehicle Pass. 2.12. OAC must notify the Park Supervisor within 24-hours of any damage/injury on the Property. Page 4 of 8 OAC LICENSE AGREEMENT 01-24-24 2.13. Licensee no Agent of County/OCPRC. Licensee, including its employees, agents, invitees, volunteers, subcontractors, and any other persons on the Property because of Licensee’s use of the Property, shall not, in any manner, hold themselves out to be agents, employees, or volunteers of OCPRC or Oakland County, Michigan (“County”). 2.14. Permits/Licenses. Licensee is responsible for and shall obtain, at its sole expense, all necessary licenses, permits, and other governmental approvals that are necessary for use of the Property, including a liquor license for the sale of alcoholic beverages (if the sale of alcoholic beverages is approved by OCPRC). 3. OCPRC Responsibilities. 3.1. OCPRC shall repair and maintain the viewing platform and shed. 3.2. OCPRC shall maintain a portable restroom in Lake George Field. The portable restroom is available for use by all park users. 4. Liability/Assurances. 4.1. Damage to County or OCPRC Property. Licensee shall be responsible for any damage to the Property or to any County facility/property that is caused by Licensee, its employees, agents, invitees, volunteers, subcontractors, vendors, or any other persons on or at the Property because of Licensee’s use of the Property. If there is more than one Licensee, they shall be jointly and severally liable for such damage. If damage occurs, OCPRC shall make the necessary repairs and/or replacements or cause a third party to make the necessary repairs and/or replacements. Licensee shall reimburse OCPRC the cost for repairing and/or replacing the damaged facilities/property. OCPRC shall invoice Licensee for such costs and Licensee shall pay such costs within thirty (30) days of receiving the bill. 4.2. Damage to Licensee’s Property. Licensee shall be solely and entirely liable and responsible for any loss or damage resulting from fire, theft or other means to its personal property located, kept, or stored on the Property. 4.3. Liability for Claims. Licensee shall be solely liable and responsible for any Claims, as defined herein, occurring at or on the Property, which arise out of Licensee’s or its employees, agents, invitees, volunteers or subcontractors use of the Property. 4.4. Hazardous Material/Waste. Licensee shall not cause or allow any person or entity to discharge any hazardous material, waste, or debris on or around any OCPRC or County Property. 4.5. Indemnification. Licensee shall indemnify, hold harmless, and defend (at the County’s election) the County, its Boards, Commissions, elected or appointed officials, and employees from any and all Claims that are incurred by or asserted against the County, its Boards, Commissions, elected or appointed officials, and employees by any person or entity which are alleged to have been caused by or Page 5 of 8 OAC LICENSE AGREEMENT 01-24-24 found to arise from the acts, performances, errors, or omissions of Licensee or its employees, agents’, volunteers, subcontractors, invitees, or any other persons at or on the Property because of Licensee’s use of the Property. 4.6. Definition of Claim. “Claim” means any loss; complaint; demand for relief or damages; lawsuit; cause of action; proceeding; judgment; penalty; costs or other liability of any kind which is imposed on, incurred by, or asserted against the County or for which the County may become legally or contractually obligated to pay or defend against, whether commenced or threatened, including, but not limited to, reimbursement for reasonable attorney fees, mediation, facilitation, arbitration fees, witness fees, court costs, investigation expenses, litigation expenses, or amounts paid in settlement. 4.7. Reservation of Rights/Limitation of Liability. In no event shall the County be liable for any consequential, incidental, indirect, special, and punitive or other damages arising out of this Agreement. This Agreement does not, and is not intended to impair, divest, delegate, or contravene any constitutional, statutory, or other legal right, privilege, power, obligation, duty, or immunity of the County. 4.8. Attorney Fees. The County shall be entitled to reasonable costs and attorney fees from Licensee to enforce any provision of this Agreement. 4.9. Survival. Section 4 and the duties and obligations contained herein shall survive the expiration or termination of this Agreement. 5. Insurance. Licensee shall obtain and maintain insurance according to the specifications set forth in Exhibit A. Exhibit A is incorporated into this Agreement. 6. Termination 6.1. Either Party may terminate this Agreement upon ninety (90) days written notice to the other Party for any reason. 7. No Interest in Property. Licensee, by virtue of this Agreement, shall have not have any title to or interest in the Property or any portion thereof. Licensee has not, does not, and will not claim any such title, interest, or any easement over the Property. This Agreement and/or any related affidavit or instrument shall not be recorded with the Oakland County Register of Deeds. OCPRC shall consider any such recording to be a slander of title. 8. Successors and Assigns. This Agreement shall be binding upon and inure to the benefit of the successors and assigns of the Parties. Notwithstanding the foregoing, Licensee shall not assign any portion of this Agreement without the prior written consent of OCPRC. 9. Waiver. Waiver of any term or condition under this Agreement must be in writing. No written waiver, in one or more instances, shall be deemed or construed as a continuing waiver of any term or condition of this Agreement. No waiver by either Party shall subsequently affect its right to require strict performance of this Agreement. Page 6 of 8 OAC LICENSE AGREEMENT 01-24-24 10. Cumulative Remedies. A Party’s exercise of any remedy shall not preclude the exercise of any other remedies, all of which shall be cumulative. A Party shall have the right, in its sole discretion, to determine which remedies are to be exercised and in which order. 11. Amendments. This Agreement cannot be modified unless reduced to writing and signed by both Parties. 12. Severability. If a court of competent jurisdiction finds a term or condition of this Agreement to be illegal or invalid, then the term or condition shall be deemed severed from this Agreement. All other terms or conditions shall remain in full force and effect. Notwithstanding the above, if Licensee’s promise to indemnify, defend, and hold the County harmless is found illegal or invalid, Licensee shall contribute the maximum it is permitted to pay by law toward the payment and satisfaction of any Claims against the County. 13. Governing Law. This Agreement shall be governed, interpreted, and enforced by the laws of the State of Michigan. 14. Counterparts. This Agreement may be executed in one or more counterparts, including facsimile copies, each of which shall be deemed an original, but all of which shall together constitute one instrument. 15. Entire Agreement. This Agreement sets forth all covenants, promises, agreements, conditions and understandings between the Parties concerning the use of the Property and there are no covenants, promises, agreements, conditions or understandings, either oral or written, between the Parties other than are herein set forth. 16. Authorization. The Parties represent that their respective signatories have the requisite authority to execute and bind them to the duties and responsibilities contained herein. APPROVED AND AUTHORIZED BY LICENSEE: NAME: TITLE: DATE: SIGNATURE APPROVED AND AUTHORIZED BY OCPRC: NAME: TITLE: DATE: SIGNATURE Page 7 of 8 OAC LICENSE AGREEMENT 01-24-24 EXHIBIT A - INSURANCE REQUIREMENTS A. Insurance Coverages. Licensee shall provide and maintain, at its expense, all insurance as set forth below. The insurance shall be written for not less than any minimum coverage herein specified or required by law, whichever is greater. 1. Commercial General Liability Insurance: with the following minimum limits: $1,000,000 Bodily Injury & Property Damage Each Occurrence Limit $1,000,000 Personal & Advertising Injury Limit $1,000,000 Products/Completed operations $5,000 Medical Expense (Any One Person) $2,000,000 General Aggregate Limit Commercial General Liability Insurance shall contain the following minimum coverages: • Occurrence Form • Premises/Operations • Personal and Advertising Injury • Independent Contractors • Broad Form Property Damage • (Blanket) Broad Form Contractual (including coverage for obligations assumed in this Agreement) 2. Supplemental Coverages – As Needed ☐ Host Liquor Liability Insurance with a limit of $1,000,000 each occurrence shall be required when alcohol is served to guest with no charge. ☐ Liquor Legal Liability Insurance with a limit of $1,000,000 each occurrence shall be required when a cash bar is present and/or alcohol is served by a Caterer. ☐ Other: 3. Workers’ Compensation Insurance with limits statutorily required by any applicable Federal or State Law and Employers Liability insurance with limits of no less than $500,000 each accident, $500,000 disease each employee, and $500,000 disease policy limit. This requirement is waived if there are no Licensee owners or employees. ☐ Fully Insured or State approved self-insurer. ☐ Sole Proprietors must submit a signed Sole Proprietor form. ☐ Exempt entities, Partnerships, LLC, etc., must submit a State of Michigan form WC-337 Certificate of Exemption. 4. Commercial Automobile Liability Insurance covering bodily injury or property damage arising out of the use of any owned, hired, or non-owned automobile with a combined single limits of $1,000,000 each accident. This requirement is waived if Page 8 of 8 OAC LICENSE AGREEMENT 01-24-24 there are no company owned, hired or non-owned automobiles utilized in the performance of this Agreement. B. General Insurance Provisions. All certificates of insurance and insurance policies shall contain the following provisions and/or clauses with evidence of same provided to the County of Oakland, 1200 North Telegraph Road, Pontiac, Michigan 48341: 1. All policies of insurance shall be on a primary, non-contributory basis with any other insurance and/or self-insurance carried by the County of Oakland. 2. The insurance company(s) issuing the policy or policies shall have no recourse against the County of Oakland for subrogation, payment of any premiums, deductibles, or assessments under any form of policy. 3. Any and all deductibles in the required insurance policies shall be assumed by and be at the sole risk of Licensee. 4. All policies must be endorsed to include a written waiver of subrogation in favor of the County of Oakland. 5. All insurance policies must be endorsed to name as Additional Insured: the County of Oakland and it officers, directors, employees, appointees and commissioners. 6. Licensee shall require their contractors or sub-contractors not protected under Licensee’s insurance policies, to procure and maintain insurance with coverages, limits, provisions, and/or clauses equal to those required of Licensee in this Agreement. 7. Certificates of insurance must bear evidence of all required endorsements and clauses and must be provided no less than thirty (30) days prior to the event and/or use of the Property; provided however, if the Property is reserved less than thirty (30) days prior to the event and/or use of the Property, the insurance certificate must be provided three (3) business days prior to the event and/or use of the Property. 8. All policies of insurance required in this Agreement shall be issued by companies that are licensed and approved to do business in Michigan and shall have and maintain a minimum A.M. Best rating of A:V or greater. C. A valid proof of insurance / certificate of insurance must be provided annually Oakland County Parks and Recreation Commission Agenda Item Memo Agenda #: 3 Department: Development & Engineering From: Mark J. Adams, Project Manager Engineer Subject: Independence Oaks – Manor House Demolition PROJECT CATEGORIES Approval Type: Conceptual Approval  Construction Approval General Approval Project Type: Capital Improvement  Maintenance Enhancement EXECUTIVE SUMMARY 1.SCOPE a.Complete demolition and removal of the existing Independence Oaks Manor House located at 10275 Sashabaw Road Clarkston, MI 48348. b.Existing utilities will be disconnected and removed, including water, gas and electricity. c.In a two-phase demolition process, Allied Construction will begin removing the existing residence, storage shed and detached garage this Spring. Removal of the existing asphalt paving will occur in the next fiscal year. 2.NEED a.The building and adjacent garages have been abandoned for over a decade and show signs of significant deterioration, in addition to the presence of mold and asbestos. b.Public access is not currently provided and is a requirement of the 2010 Michigan Natural Resources Trust Fund grand OCPR used to acquire the property. The grant stipulates that the property must be used to preserve natural areas and to provide outdoor recreation to the general public. See Planning- Review for future phases that will establish trail connectivity and public access. 3.REVIEW AND APPROVAL HISTORY Date Description 9/6/23 FY24 MMP Budget Approval 4.FUNDING a.Current budgeted amount: i.MMP – Asset Removal Program $50,000 ii.FY23 MPP Contingency $28,000 (1)Total Funding $78,000 b.Recommended total amount: (1)Allied Construction $78,000 (2)15% Construction Contingency $12,000 ii.Total Project Cost $90,000 RETURN TO AGENDA Page 2 ATTACHMENTS 1. Attachment A – Planning Review STAFF RECOMMENDATION Staff recommends approval of expenditure of up to $90,000 for the removal of the Manor House at Independence Oaks County Park. MOTION Move to approve expenditure of up to $90,000 for the removal of the Manor House at Independence Oaks County Park. PLANNING REVIEW: ASSET FUTURE DETERMINATION Independence Oaks MANOR HOUSE AREA BUILDINGS Page 1 of 21 Update: January 13, 2024 Asset Identification ................................................................................................................................................................. 2 Site Characteristics .................................................................................................................................................................. 3 Proposal .................................................................................................................................................................................. 3 Legal Review............................................................................................................................................................................ 8 Grant Compliance Review ....................................................................................................................................................... 8 Tracking ................................................................................................................................................................................... 8 APPENDIX A: Historical Significance Evaluation – Manor House and Garage ........................................................................ 9 APPENDIX B: Historical Significance Evaluation – Log Garage .............................................................................................. 14 References ............................................................................................................................................................................ 21 ATTACHMENT 1: Site Map .................................................................................................................................................... 21 Figure A: Site Map 1 (see attachment 1 for full size map) PLANNING REVIEW: ASSET FUTURE DETERMINATION Independence Oaks MANOR HOUSE AREA BUILDINGS Page 2 of 21 Update: January 13, 2024 Figure B: Site Map 2 Asset Identification Park: Independence Oaks Budget center: IND Asset name: Manor House, Manor House Garage, Log Cabin Garage Fiscal Services Asset ID: 8455 – PLAND IND Upper Bushman (Arnold) Parcel ID:  Oakland County: 08-03-201-008; 162.31 acres  ITC Transmission: 08-03-201-005; 5.33 acres CVT: Charter Township of Independence Watershed: Clinton River Subwatershed: Upper Clinton PLANNING REVIEW: ASSET FUTURE DETERMINATION Independence Oaks MANOR HOUSE AREA BUILDINGS Page 3 of 21 Update: January 13, 2024 Site Characteristics ☒ Grant agreement: ☒ Proposed project will comply with grant agreements. ☐ Further review with grant agencies is required. ☒ EMR managed land ☒ Project will comply with EMR restrictions. ☐ Project will not comply. Approval by US Fish & Wildlife is required. ☐ Conservation or wetland easement: ☐ The proposed project will comply with easement restrictions. ☐ Further review with easement agencies is required. ☐ Environmental assessments and/or due care plan: ☒ Utility easement – ITC Transmission corridor is a separate parcel ☐ Infrastructure: None ☒ Trail connectivity – existing non-ADA-compliant mowed trail connects with driveway and connects with the North Park parking lot. ☒ Historical asset evaluation: ☐ Proposed project involves/impacts assets that are less than 50 years old. ☒ Proposed project involves/impacts assets that are 50 or more years old. Historical significance evaluation attached as an appendix. ☐ The assets are determined to be historically significant. ☒ The assets are NOT historically significant. Proposal Asset Description This review includes three buildings and an asphalt driveway at 10275 Sashabaw, as well as associated fuel storage tanks (above and underground), septic field, well, and electrical connection.  Manor House – 4,349 SF wood structure with vinyl siding; concrete and stone crawlspace and basement; includes 400 SF attached garage with 400 SF apartment above; house has been built at different stages.  Manor House Garage – 450 SF structure with 3 garage bays, currently used for cold storage of park equipment.  Log Garage – 150 SF log building has been used for storage. It is severely deteriorated.  Driveway – 11-foot wide by 0.21-mile or 1,120-foot asphalt drive from Sashabaw Road to the attached garage of the Manor House. Used for maintenance access only. 235 feet of the drive pass through a parcel owned by ITC Transmission. Gated at Sashabaw Road. Three other buildings were on the North Park property but have been removed from the park: PLANNING REVIEW: ASSET FUTURE DETERMINATION Independence Oaks MANOR HOUSE AREA BUILDINGS Page 4 of 21 Update: January 13, 2024  The Guest House – 1,368 SF 2-story building was located south of the Manor House. It had been rented for a few years after property acquisition. The building was considered unstable and removed in 2014 by OCPR staff.  The Oak Hill House – 768 SF wood structure was located on the corner of Sashabaw and Oak Hill Road. It was used as a rental house for several years after property acquisition. It has been removed and the site restored in 2021 (OCPR/PRD, 1/27/2021)  The Bailey House – 2,464 SF wood structure is located on Sashabaw Road to the south of the Manor House area; it is considered historically significant and not a candidate for removal. Through a land swap, the house on a 1- acre parcel was transferred to a private party for restoration in 2021. The land swap qualified for mitigation of the resulting conversion and has been approved by the DNR. Problem Statement The 186-acre North Independence Oaks County Park property was acquired in 2010 with funding from the Michigan Natural Resources Trust Fund – Project Number TF06-199. The purpose of the acquisition was preservation of high- quality natural areas and outdoor recreation. The presence of these buildings, especially when formerly used as rental properties, does not comply with this purpose, and it has been the intent of OCPR to remove the buildings when feasible. Natural Resources The area surrounding the manor house spans the transition between upland and wetland along Upper Bushman Lake, adjacent natural communities that were likely present before development of the residence included rich conifer swamp and southern-shrub carr that look down over what is likely a wet prairie. These are unique and diverse natural communities and the removal of buildings and infrastructure will allow this area to be reincorporated into the natural landscape. Following removal, the area will be evaluated for an existing seed bank and may be seeded with either native seed or a cover crop to promote native plant integration and will be managed along with the surrounding areas using prescribed fire and invasive species control. Historical Significance The three buildings are more than 50 years old but have been determined not to be historically significant. See attached Historical Significance Evaluation documents for Manor House and Garage and the Log Garage for detailed evaluation and further recommendations for documenting the history of these assets. Long Term Vision  Independence North has been designated a Nature Preserve. This section of the park will be restored to match the surrounding natural communities and enhance remnant communities still present.  Explore the feasibility of integrating the Manor House area into the Independence Oaks trail system to allow passive use and enjoyment of the area. This process will require approval from MDNR and USFWS to amend the original trail plan for the area. Discuss potential use of ITC corridor for trail development.  Establish a history center at a different location that provides storage for artifacts and tools and has access to a classroom or other accessible public space for history programming.  Establish inventory system and protocols for retention and storage of reclaimed materials; identify a workspace for use of reclaimed materials and criteria for implementing projects. PLANNING REVIEW: ASSET FUTURE DETERMINATION Independence Oaks MANOR HOUSE AREA BUILDINGS Page 5 of 21 Update: January 13, 2024 Proposed Actions Three phases are proposed: 1. Remove buildings and restore the site. This will include management of the following: a. Asbestos testing b. Utility Disconnections i. Utilities will be disconnected from dwellings as part of demolition. ii. Provide water/electrical connections to site for future development. c. Temporary well abandonment d. Septic/leach field cleanout e. Aboveground Storage Tanks (AST) – considered RECS (cite ASTI Phase I ESA p 14-15) i. 200–250-gallon gasoline AST to north of Log Garage ii. Estimated 150-gallon propane AST to south of former Guest House (removed) iii. 2 ASTs in basement of Manor House f. Underground Storage Tanks (UST) – considered RECS (cite ASTI Phase I ESA p 14-15) i. Suspected underground storage tank (UST) evidenced by vent pipe and fill port west of Manor House – likely heating oil ii. Suspected UST to north of Log Garage g. Fill should be clean of invasive species and debris including construction waste. Soil should ideally include at least 6% organic material or be matched to the surrounding soil profile (clay, sand, loam mix etc.) h. Seeding will be completed by OCPR natural resources staff and will be custom mix based on the site locations and surrounding area. Seed mixes contain Oakland County native species; are sourced within a 250-mile radius; and are developed to support existing communities and to ensure genetic material from specific species doesn’t interfere with existing on-site native species. 2. Determine future use of the area: a. Develop a detailed Park Action Plan for the area as part of the North Independence Nature Preserve and for passive outdoor recreation in the area. b. Evaluate potential to incorporate existing non-ADA compliant mowed trail and plan to upgrade to OCP Hiking Trail standard. c. Evaluate the need for existing 11’ asphalt driveway leading from Sashabaw Road to the Manor House. Plan to remove all or part of driveway and/or repurpose as part of the trail system. Figure C: Location map from ASTI Phase I ESA (date, page) PLANNING REVIEW: ASSET FUTURE DETERMINATION Independence Oaks MANOR HOUSE AREA BUILDINGS Page 6 of 21 Update: January 13, 2024 d. Identify funding in the OCPR budget for natural resources restoration and, if feasible and compliant with EMR restrictions, trail development. e. Implement Park Action Plan. 3. Manage existing reclaimed materials that have been removed from the Manor House, as well as any future reclaimed materials: a. Develop protocols for integrating historical artifacts into education programs. b. Develop protocols for storage and use of reclaimed materials. Project Standards The Asset Removal Program identifies park assets that are at the end of their useful life and where replacement or renovation is not feasible. The Asset Future Determination planning review is a pre-requisite to implementing removals. This review contains the following: 1) legal and compliance review, 2) historical analysis if asset is over 50 years old, 3) examination alternatives to removal, 4) if warranted, confirmation of the need for asset removal, 5) site restoration plan, and 6) short and long-term goals for site once the site is restored. Asset removals will comply with Oakland County Board of Commissioners (BOC) policy and all applicable federal, state, and local regulations. Natural Resources Management Project Standards Summarize/describe as needed and check appropriate items below. ☒ Wildlife emergence. All EMR best practices should be followed for construction and the entire construction area will require erosion control fencing to exclude snakes from active construction. ☒ Tree or plant materials removal. Any tree removals should include consultation with NR. ☒ Tree disease (e.g., oak wilt). See above, tree removals and trimming should occur during winter months to prevent the spread of oak wilt. ☒ Invasive species. NR will provide invasive species locations and consult on BMPs for removal pre and post construction. ☒ Equipment staging. All equipment should be staged within the existing lawn and within the silt fencing. ☒ Topsoil and seeding. All topsoil and seed specifications should be provided by NR. ☒ Long-term maintenance. NR will provide maintenance of native seed and invasive species on-site. ☐ Other: NA Reviewer: Sarah Cook Maylen, Chief of Natural Resources and Sustainability, 9/22/2023 Environmental Regulations Compliance with the following environmental regulations and permits is required (check all that apply): ☒ US Fish and Wildlife Service (USFWS) Eastern Massasauga Rattlesnake implementation Plan (EMRIP) compliance. This property is included in managed land and to create a new trail that connects the house site with the existing trail system USFWS and MDNR review will be required. All EMR best practices should be followed for construction and the entire construction area will require erosion control fencing to exclude snakes from active construction. ☒ Michigan Department of Environment, Great Lakes and Energy (EGLE) wetland regulations. SESC permitting will determine EGLE permit necessity. ☐ Road Commission of Oakland County (RCOC) right of way permitting. NA. PLANNING REVIEW: ASSET FUTURE DETERMINATION Independence Oaks MANOR HOUSE AREA BUILDINGS Page 7 of 21 Update: January 13, 2024 ☒ Oakland County Water Resources Commission (WRC) soil erosion and sedimentation control (SESC) permitting. SESC permitting is necessary for this project. ☐ Other: NA. Reviewer: Sarah Cook Maylen, Chief of Natural Resources and Sustainability, 9/18/2023, Alternatives Potential uses have been explored for the Manor House:  In 2012, staff explored the feasibility of the building serving as park and non-profit office space, but it was not possible to comply with parking and other local regulations.  In 2016, the Parks Commission requested staff determine the feasibility of restoring the building to use as a conference center. This proposal met the same obstacles with local ordinances and, per correspondence with DNR, would have been considered a conversion, i.e., non-compliant with the MNRTF grant agreement. (OCPR/PRD, 4/12/2016) (OCPR/PRD, 1/18/2017)  From 2015 to 2020, the building was used as a park history center, with staff and volunteers cleaning and sorting artifacts found throughout the park system. This valuable collection is used for education programs and is being relocated.  Through 2023 the building has been used to store reclaimed materials from the park system. These materials are being removed and discarded or relocated in preparation for demolition. Additional Considerations ITC Corridor Property: Project vehicles using the drive will pass through the ITC property. Communicate with ITC regarding the project. Any future modifications to the existing asphalt drive will require communication with ITC regarding the section within the ITC property. Tasks and Timeline Integrate Planning (PRD), Operations (Ops), Project Management (PM), and Natural Resources NR) milestones into the timeline. Date (Month/Year) Item Action / Notes Responsibility (Name or Unit) 9/6/2023 Budget $50,000 approved for asset removal as part of the FY2024 Maintenance Management Plan PM October 2023 Pre-Construction Request Utility Disconnections PM 11/1/2023 Building contents Deadline to complete cleanout of buildings and contents PRD November 2023 ITC Corridor Alert ITC to the project (Heavy Equipment notification) PRD November 2023 Historical artifacts Complete organization and relocation of artifacts to Administration Building PRD November 2023 Project Management Kick-off meeting on-site Mark Adams (PM) Donna Folland (PRD) Winter 2024 Park Action Plan Confirm future vision and action plan for area PRD to coordinate PLANNING REVIEW: ASSET FUTURE DETERMINATION Independence Oaks MANOR HOUSE AREA BUILDINGS Page 8 of 21 Update: January 13, 2024 Date (Month/Year) Item Action / Notes Responsibility (Name or Unit) Spring 2024 Construction Construction Demolition Schedule PM Spring 2024 Restoration Site Restoration (OCPRC Staff) NR Legal Review Legal review: No legal review is needed at this time; given the facts stated at the time of the review, especially because the structures are being removed, disposed of, and not sold or given to a third-party. Open Matter Management file? Yes ☐ No ☒ Reviewer: Jody Hall, Assistant Corporation Counsel, 10/4/2023 Grant Compliance Review ☐ There are no grant agreements related to this asset ☒ Asset removal plan complies with grant agreements. Cite relevant grant agreements and pertinent language: The Grant Agreement indicates that the project area must remain in public outdoor recreation and that any lease on the property requires DNR approval: MNRTF Project Number TF06-199 Section 12.a: “The GRANTEE agrees that lands in the project area are being acquired with MNRTF assistance and shall be maintained in public outdoor recreation use in perpetuity. No portion of the project area shall be converted to other than public outdoor recreation use without the approval of the DEPARTMENT and the BOARD. The DEPARTMENT and the BOARD shall approve such conversion only upon such conditionals as it deems necessary to assure the substitution by GRANTEE of other outdoor recreation properties of equal or greater fair market value and of reasonable equivalent usefulness and location. Such substituted land shall become part of the project area and will be subject to all the provisions of the Agreement. “ Section 11: “The project area and any facilities located thereon shall not be wholly or partially conveyed, either in fee or otherwise, or leased for a term of years, or for any other period, nor shall there be any whole or partial transfer of title, ownership, or right of ownership or control without the written approval and consent of the DEPARTMENT.” ☐ Further review with granting agencies is required prior to removal or other major changes to the asset. Provide details and/or cite relevant grant agreements and pertinent language: Not applicable. Reviewer: Donna Folland, Supervisor – Planning and Resource Development, 9/18/2023 Tracking Date Created: 9/13/2023. Update Date: 1/13/2024 Review coordinated by: Simon Rivers, Donna Folland Natural Resources (NR) staff: Sarah Cook Maylen, Eric Diesing PLANNING REVIEW: ASSET FUTURE DETERMINATION Independence Oaks MANOR HOUSE AREA BUILDINGS Page 9 of 21 Update: January 13, 2024 Park Operations (Ops) staff: Tom Hughes, Jeremy Brown Planning and Resourced Development (PRD) staff: Donna Folland, Jon Noyes, Carol Bacak-Egbo Project Management (PM) staff: Zach Crane, Mark Adams Date of CMT Meeting: 11/6/2023 ☒ Reviewed with CMT ☒ CMT input incorporated ☒ CMT minutes are on file APPENDIX A: Historical Significance Evaluation – Manor House and Garage Asset Identification Park: Independence Oaks Budget center: IND Asset name: Manor House Evaluation conducted by: Name: Carol Bacak-Egbo Title: Historian Date: 9/24/2023 Age of Asset Is the asset more than 50 years old? Yes ☒ No ☐ Details: Add text or NA Historical Significance Criteria If the asset is more than 50 years old, answer the following questions to determine if it is historically significant. If one or more of the criteria below is checked, the asset is considered historically significant. Manor House Log Cabin Garage Manor House Garage PLANNING REVIEW: ASSET FUTURE DETERMINATION Independence Oaks MANOR HOUSE AREA BUILDINGS Page 10 of 21 Update: January 13, 2024 Criterion A. Is the asset potentially associated with a pattern of events or a historic trend that made a significant contribution to the development of a community? Yes ☐ No ☒ Details: NA Criterion B. Can the asset be associated with individuals whose specific contributions to history can be identified or documented? Yes ☐ No ☒ Details: NA Criterion C. Does the asset embody distinctive characteristics of a type, period, or method of construction? Yes ☐ No ☒ Details: NA Criterion D. Does the asset have, or did it formerly have, information to contribute to our understanding of human history or prehistory? Yes ☐ No ☒ Details: NA Is the asset historically significant? (is one or more criterion checked?) Yes ☐ No ☒ Integrity of Historically Significant Assets – NA Timeline Information from OCPR records: Information Importance Source 1940 Arnold Barrett purchased the land (162 acres) where the house was constructed from E.V. Bailey who was the nephew of William Bailey, the original owner of the land Acreage Report 1941 The Barretts built a ‘small, simple cabin on the property which the Barrett’s used on weekends in the summer. Interview with Mrs. Maria (Arnold) Barrett – Conducted by M. Drake and S. Loria on June 24, 2011 1941 Arnold Barrett liked the property so much he decided to build a house and live there permanently. According to Maria Arnold, daughter, the Barrett’s were ‘constricted in terms of what they could build because the supplies weren’t available due to it being war time. This may account for why the house was fairly simple despite the Barrett’s apparent wealth. The living room, dining room and the bedroom off of the living room were all part of the original house. There was also a kitchen and another small bedroom where the current kitchen is located Interview with Mrs. Maria (Arnold) Barrett – Conducted by M. Drake and S. Loria on June 24, 2011 PLANNING REVIEW: ASSET FUTURE DETERMINATION Independence Oaks MANOR HOUSE AREA BUILDINGS Page 11 of 21 Update: January 13, 2024 Information Importance Source now. The family room, the room at the far (south) end of the house was originally a sun porch with screens. 1944 A baby girl was born to the Barretts and at that time they added an addition to the house consisting of the two lower bedrooms off what would later become the solarium. The child later died just a few months later of a crib death (note the death certificate listed the cause of death as ‘asphyxasia”) Death Certificate for Maria Arnold 1946 Maria, another daughter, was born. The Barretts did not have any other children. Interview with Mrs. Maria (Arnold) Barrett – Conducted by M. Drake and S. Loria on June 24, 2011 1946 – 1980 The Barretts continued to use the home as their main residence. Interview with Mrs. Maria (Arnold) Barrett – Conducted by M. Drake and S. Loria on June 24, 2011 June, 1953 - The Oxford Garden Club visited what was referred to a the “Arnold Barrett estate”. The house was described as being surrounded by virgin cedar trees which were bordered by flowers and shrubs ‘of all descriptions’ The group toured the home which was described as being ‘as beautiful as the grounds outside” and being furnished with modern and antique furniture. Oxford Leader, June 19, 1953 Sept 1959 The Clarkston Farm and Garden club met at the house. Other newspaper articles indicate this group and others frequently met at the house during this time period. The Clarkston News, September 10,1959 Summer, 1980 Harriett Barrett died Interview with Mrs. Maria (Arnold) Barrett – Conducted by M. Drake and S. Loria on June 24, 2011 Winter, 1981 Arnold Barrett died and Maria Barrett Arnold and her husband Craig inherited the property. Interview with Mrs. Maria (Arnold) Barrett – Conducted by M. Drake and S. Loria on June 24, 2011 PLANNING REVIEW: ASSET FUTURE DETERMINATION Independence Oaks MANOR HOUSE AREA BUILDINGS Page 12 of 21 Update: January 13, 2024 Information Importance Source 1981 Maria and Craig Arnold decided to keep the property and renovate the house. They took a small breakfast nook, the kitchen and a bedroom, which they later turned into a study, and created a solarium. They also reconfigured the area where the two lower bedrooms were and added the master suite with the bedroom and the library. Interview with Mrs. Maria (Arnold) Barrett – Conducted by M. Drake and S. Loria on June 24, 2011 1990 The Arnolds added the room above the garage. Some park records refer to this area as a “mother-in-law’s apartment” but there is no record of Craig Arnold’s mother living there and Maria Arnold’s mother had died by this time. Perhaps this was term was only used because later this area was rented out as an apartment by Oakland County Parks. Interview with Mrs. Maria (Arnold) Barrett – Conducted by M. Drake and S. Loria on June 24, 2011 December, 2010 The Arnolds moved out of the house after selling the land to Oakland County. Interview with Mrs. Maria (Arnold) Barrett – Conducted by M. Drake and S. Loria on June 24, 2011 2011 Oakland County Parks essentially mothballed the house for some time The house was evaluated as a rental but it was determined it was too big and the resultant rental fee would make it unlikely that anyone would want to rent it. Eventually the small cabin was rented as well as the separate space referred to as the “mother-in-law’s apartment”. OCPR records and Interview with Jon Noyes on September 18, 2023 2015 – 2020 The house became a volunteer work center and a central repository for artifacts that were scattered in several different parks. Volunteers worked on triaging and repurposing artifacts. Carol Egbo’s History Corps also used the house for processing artifacts from park archaeological excavations as well History Corps educational workshops led by Carol Egbo. Iin addition the house was used to construct Nature Center displays and exhibit items. Later the house was used to create elements used in launching the ORV park. OCPR records and Interview with Jon Noyes on September 18, 2023 PLANNING REVIEW: ASSET FUTURE DETERMINATION Independence Oaks MANOR HOUSE AREA BUILDINGS Page 13 of 21 Update: January 13, 2024 Conclusions and Recommendations • The original sections of the Manor House were constructed as a personal residence around 1941. It appears it was smaller and less elaborate than the Barrett family wanted due to shortages of materials during the Second World War. Over time several additions and renovations were made to the house. • The design of the house does not appear to adhere to any particular architectural style and is not of architectural significance. Neither the architect or the builder of the house was able to be determined. • In later years the house was the home of a volunteer workspace, a temporary history center, an archaeological workspace and several history-related projects. • Despite the beautiful setting in which the house is located, its age of 80+ years and the family history relating to the structure there is currently no substantial evidence to declare it historically significant. • Depending on what the plans for the redevelopment of the site entail, one option would be to maintain the oldest section of the structure instead of demolishing the entire building. Additional Photos Photos above : Manor House attached garage with second floor apartment. PLANNING REVIEW: ASSET FUTURE DETERMINATION Independence Oaks MANOR HOUSE AREA BUILDINGS Page 14 of 21 Update: January 13, 2024 APPENDIX B: Historical Significance Evaluation – Log Garage Asset Identification Park: Independence Oaks Budget center: IND Asset name: Log Cabin Garage Evaluation conducted by: Name: Carol Bacak-Egbo Title: Historian Date: 9/24/2023 Age of Asset Is the asset more than 50 years old? Yes ☒ No ☐ Details: Add text or NA Historical Significance Criteria If the asset is more than 50 years old, answer the following questions to determine if it is historically significant. If one or more of the criteria below is checked, the asset is considered historically significant. Criterion A. Is the asset potentially associated with a pattern of events or a historic trend that made a significant contribution to the development of a community? Yes ☐ No ☒ Details: Add text or NA Criterion B. Can the asset be associated with individuals whose specific contributions to history can be identified or documented? Yes ☐ No ☒ Details: Add text or NA Criterion C. Does the asset embody distinctive characteristics of a type, period, or method of construction? Manor House Log Cabin Garage Manor House Garage PLANNING REVIEW: ASSET FUTURE DETERMINATION Independence Oaks MANOR HOUSE AREA BUILDINGS Page 15 of 21 Update: January 13, 2024 Yes ☐ No ☒ Details: Add text or NA Criterion D. Does the asset have, or did it formerly have, information to contribute to our understanding of human history or prehistory? Yes ☐ No ☒ Details: Add text or NA Is the asset historically significant? (is one or more criterion checked?) Yes ☐ No ☒ Integrity of Historically Significant Assets – NA Timeline Information from OCPR records: Maria Barrett indicated that the area at the intersection of Sashabaw and Clarkston Roads was once called “McClellan Hill”, named for the family that owned property in that area. At the northeast corner of the intersection, there used to be an apple orchard and log structure that was used as part of a gas station. McClelland owned that land. This is where CVS is now located. At some point the McClellands’ sold that property to another person, who got rid of the log cabin to build a small vegetable/fruit store. Maria’s father, Arnold Barrett, purchased that log cabin structure around 1950 and moved it onto their property for use as a residential auto storage garage. Information Importance Source 1893 Elizabeth Thurstin sold Wm (William) and Frank Scrace the W ½ of the SE ¼ of section 15 of Independence Township. Pontiac Gazette, 14 April 1893 1896 The land at the corner of Sashabaw and Clarkston roads is owned by F. and W. Scrace – no residence is shown on the land. NOTE: this was Frank and William Scrace, two brothers. 1896 map 1903 The orchards of Frank Scrace were said to ‘compare favorably with any others, his peaches being particularly excellent.” He also had a lot of farm land along Pine Knob Rd. It is possible the orchard at the corner Sashabaw and Clarkston had been started by him. Biographical Record of Oakland County, Michigan, 1903 June, 1900 David McClelland is living in Birmingham Village with his wife Retta and his son Lavern – His occupation is conductor on the Electric Railroad – he is renting a house 1900 Federal Census PLANNING REVIEW: ASSET FUTURE DETERMINATION Independence Oaks MANOR HOUSE AREA BUILDINGS Page 16 of 21 Update: January 13, 2024 Information Importance Source 1908 The land at the corner of Sashabaw and Clarkston roads is owned by F. Scrace – no residence is shown on the land 1908 map April, 1910 David McClelland is living with his wife Retta and his son A. LaVerne in Bloomfield Township in Birmingham Village – He was listed as an automobile mechanic working on his own account – He was living on “Marten” – nearby roads were Bates and Maple – he was renting a house 1910 Federal Census 1918 David and Emmeretta McClelland moved from Birmingham to Clarkston. Find a Grave information on Emeretta McClelland Sept. 1918 Arthur Laverne McClelland was employed by his father in farming – His address was R.D.2 Clarkston Arthur Laverne McClelland’s WWI Draft Registration Jan. 1920 David McClelland, his wife Emmeretta and son LaVerne are living in Independence Township near David Jones, Verne Reason, Raymond Miller and Horace Mills – his occupation is general farming – he owned his own house but had a mortgage on it 1920 Federal Census 1921 The land at the corner of Sashabaw and Clarkston roads is owned by Arch. McIntyre 1921 – W.S. McAlpine Map Co. 1930 The land at the corner of Sashabaw and Clarkston roads is owned by David McClelland 1930 - W.S. McAlpine Map co. Apr 1930 David McClelland and his wife Emeretta are living on Robertson Boulevard in Clarkston – their home was valued at 10,000 ( a bit more than houses around it) - “none’ is listed as occupation 1930 Federal Census Apr 1930 A. LaVern McClelland and family were living on Bushman Road – His occupation was listed as a fruit farmer – he was renting the house – Norman and Hattie Locke were listed just 3 houses away 1930 Federal Census PLANNING REVIEW: ASSET FUTURE DETERMINATION Independence Oaks MANOR HOUSE AREA BUILDINGS Page 17 of 21 Update: January 13, 2024 Information Importance Source Feb. 1934 Reference to David McClelland orchard at the corner of Sashabaw and Clarkston roads Establishes that the orchard was there in 1934 Establishes that David McClelland owned the orchard at the time Oxford Leader newspaper – Feb. 16, 1934 Aug 1937 Archie McIntyre living in Clarkston and specializing in farm land. He had been with Floyd Kent Realty for over 12 years – making it around 1925 - he was shown as the owner of the land on the 1921 map Clarkston News, Aug 20, 1937 Oct 1938 Emeretta McClelland died and was buried in Greenwood Cemetery in Birmingham May 1940 Arthur Laverne McClelland was living at 7900 Sashabaw Road – He owned his own house – He and his wife Mabel had 5 children including David age 16 – Neighbors included the Smith family and the Stickney family and EV. Bailey – His occupation was a paint mixer in an automobile factory – He had lived in the same house in 1935 1940 Federal Census June 1940 David McClelland sold his home on Robertson Court in Clarkston (the road was a short road between Main Street and Clarkston Road) and erected a small house on the corner of Sashabaw and Clarkston Roads. In 1940 David McClelland built a small house on the corner of Sashabaw and Clarkston roads Oxford Leader newspaper – June 7, 1940 Feb. 1942 Arthur LaVerne McClelland was living at 7900 Sashabaw – He was employed at Pontiac Motor Car – He was 42 years old Arthur Laverne McClelland’s WWII Draft Registration 1947 The land at the corner of Sashabaw and Clarkston roads is owned by David McClelland 1947 - W.S. McAlpine Map Co. June 1948 David McClelland died and was buried in Greenwood Cemetery in Birmingham Find a Grave Ancestry.com Sept. 1948 Mr. and Mrs. Lavern McClelland moved to the house on the corner of Sashabaw and Orion-Clarkson Roads, Lavern McClelland had been living elsewhere and moved to the house on the corner of Sashabaw Oxford Leader newspaper – Sept. 3, 1948 PLANNING REVIEW: ASSET FUTURE DETERMINATION Independence Oaks MANOR HOUSE AREA BUILDINGS Page 18 of 21 Update: January 13, 2024 Information Importance Source formerly owned by his father, David McClelland and Clarkston that his father built in 1948 Oct. 1949 David McClelland broke the ground for a building on the corner of Sashabaw and Clarkston where he was going to conduct a ‘business of repair, lubrication, and car washing. David McClelland built a building on the corner of Sashabaw and Clarkston to be used for car repair, lubrication, and car washing. NOTE: no mention is made here of it being a gas station. NOTE: This would have been the grandson of the senior David McClelland who died in 1948 – This David McClelland was the son of Lavern McClelland Oxford Leader newspaper – Oct. 14, 1949 1950 Arnold Barrett purchased that log cabin structure and moved it onto his property for use as a residential auto storage garage. Record of an interview with Maria Arnold in an OCPR document with no date or author 1952 Pierre Gourand moved from Paris with his parents (Michel and Pierette) who were grocers and wanted to ‘set up shop in America. The Clarkston News, Oct. 29, 1997 1956 The Gourand’s who had been operating a cider mill in Southfield bought ‘the land’ in Independence because it had an apple orchard as well as ‘a building’. The family was said to have built its business on gasoline sales and apples. The Gourand’s bought the land at the corner of Sashabaw and Clarkston. The Clarkston News, Oct. 29, 1997 1960 Pierre Gourand bought the business from his parents when he was 21. The Clarkston News, Oct. 29, 1997 The 1960s Gas sales ended in the Gourand business in the 1960s The Clarkston News, Oct. 29, 1997 Dec. 1970 Pierre’s Market located Clarkston at Sashabaw had Christmas trees for sale for $3.49 Pierre’s Market was there in 1970, The Clarkston News, Dec. 17, 1970 July 1986 An article referred to Pieree’s Market on the corner of Sashabaw and Clarkston Pierre’s Market was there in 1986 Oxford Leader newspaper – July 23, 1986 June 1990 Pierre’s Orchard was hiring a person for retail sales The business was referred to as Pierre’s Orchard Oxford Leader newspaper – June 6, 1990 PLANNING REVIEW: ASSET FUTURE DETERMINATION Independence Oaks MANOR HOUSE AREA BUILDINGS Page 19 of 21 Update: January 13, 2024 Information Importance Source Oct. 1997 Pierre Gourand, owner of Pierre’s Country Market on northeast corner of Sashabaw and Clarkston had sold five of his eight acres to a developer for a shopping center. The Clarkston News, Oct. 29, 1997 Feb. 2010 A record of the Arnold’s former house indicates the log shed is 15’ by 17.5’ and “40% Good” condition An indication of the status of the log cabin in 2020 Independence Township Assessing Records as listed in an OCPR document with no date or author Conclusions and Recommendations  It is unclear when the log cabin was constructed and why. Likely it was built sometime in the 1940s by the McClelland family. Whether it was part of their orchard business or part of their gas station is unclear.  Arnold Barrett appears to have purchased the log cabin around 1950 when it would still have been relatively new. According to an interview with Maria Arnold, his daughter, new owners had purchased the McClelland land and wanted to replace the log cabin with a small store.  It does not seem that the log cabin was built with the intent of reproducing any known historical structure like a former family log structure. There are no records describing why a log cabin design was chosen for the structure or the origin of the specific design.  Further research needs to be completed regarding whether the design of the log cabin follows any of the traditional log cabin construction methods used in Michigan. That might possibly add to the historical significance of the structure. Additional Photos PLANNING REVIEW: ASSET FUTURE DETERMINATION Independence Oaks MANOR HOUSE AREA BUILDINGS Page 20 of 21 Update: January 13, 2024 Photo above left: south side of building; photo above right: east side of building Photo above left: north side of building; photo above right: west side of building Photo above: interior of building PLANNING REVIEW: ASSET FUTURE DETERMINATION Independence Oaks MANOR HOUSE AREA BUILDINGS Page 21 of 21 Update: January 13, 2024 References OCPR/PRD. (1/18/2017). PAM Meeting Notes. Waterford MI: Oakland County Parks and Recreation. OCPR/PRD. (1/27/2021). Planning Review Asset Future Determination Oak Hill House. Waterford MI: Oakland County Parks and Recreation. OCPR/PRD. (4/12/2016). PAM Meeting Notes . Waterford MI: Oakland County Parks and Recreation. ATTACHMENT 1: Site Map Revision Date: Location: Independence Oaks NorthManor House Area November 1, 2023 By Dean Serafimovski K:\ParksRec\General\Design\Data_Share\Dean\Planning Miscellaneous Projects\Planning Review\IND Manor House Map 11x17 [[[[[[[[[[[[[[[[[[[[[[[[[[[[[[[[[[[[[ [ [ [ [ [ [ [ [ [ [ [ 1045 1 0 5 4 1 0 5 3 1 0 4 7 1 0 5 5 1052 1 0 3 1 1 0 4 3 1036 1 0 5 1 1038 1 0 3 3 1 0 3 5 1040 1049 1039 1050 1044 1 0 3 7 1 0 3 2 1034 1 0 4 1 1 0 4 6 1042 1048 o Oak Hill S a s h a b a w Pin e Kn o b H a d l e y S h a p p i e P e rr y Lak e Elkrun A s h f o r d Independence Oaks County Park9501 Sashabaw RoadClarkston, MI 48348 ^ Independence Oaks County Park Legend/ Map Symbols www.OaklandCountyParks.com 2800 Watkins Lake RoadWaterford, MI248-858-0906 Oakland County Parks and Recreation S as ha ba w R oad Upper Bushman Lake ÊÊ Project Location Managed EMR Habitat Unmanaged Park Area [[[Fence One Foot Contour Trail Path Channel LakePond Swamp/Marsh Water Course IND Manor House ITC TransmissionParcel No. 08-03-201-0055.33 Acres ITC TransmissionParcel No. 08-02-152-0025.68 Acres ITC Transmission ParcelsGarage Buildings/Structures Oakland County Parks and Recreation Commission Agenda Item Memo Agenda #: 4 Department: Internal Services From: Stephanie Mackey, Organizational and Employee Development Supervisor Subject: Volunteer Policy Update INTRODUCTION AND HISTORY  Oakland County Parks has a long history of volunteer support for Recreation Programs and Events, Operations and Environmental Stewardship. Historically, Parks has not conducted background checks on volunteers. Through collaboration with the Southeast Michigan Volunteer Coordinators Network and requests from staff, the Organizational and Employee Development Unit recommends implementation of volunteer background checks through Verified First. Implementation of Volunteer Background Checks through Verified First will provide screening services that includes a Nationwide Criminal Database, Social Security Address Trace, Sex Offender Database and Nationwide Sex Offender Registry that are integrated into our volunteer management database, Volgistics. Implementation with Verified First enables us to run background checks while protecting personal information according to the law, without having any of that information stored in our database. This change is outlined in the updated Volunteer Policy and Volunteer Agreement. ATTACHMENTS 1.Volunteer Policy (Redlined & Clean versions) 2.Volunteer Agreement, Criminal Background Check and Waiver of Liability (Redlined & Clean versions) MOTION    Move to adopt the updated Volunteer Policy to include performing criminal background checks on volunteers, superseding the Commission’s previously adopted Volunteer Policy. RETURN TO AGENDA Commission Policy Date Adopted: 04/14/10 Dated Revised: 01/13/2101/11/24 C: 10-001 Page 1 of 4 Volunteer Policy I. PURPOSE: The purpose of this policy is to outline the process that Oakland County Parks and Recreation staff uses to manage volunteers at various facilities, programs and events. II. PROCEDURE: A. General Guidelines 1. The Oakland County Parks and Recreation Executive OfficerDirector or his/her designee shall oversee the implementation and interpretation of this policy. 2. No volunteer shall be allowed to perform volunteer services without a signed Volunteer Agreement, Criminal Background Check, and Waiver of Liability (collectively the “Agreement”). The Agreement must be signed annually. 3. BCriminal background checks will be conducted on Adult Volunteers ages 18 and up annually at the renewal of the Agreement. These Bbackground checks may include, but not be limited to, access to the Nationwide Sex Offender Registry, Nationwide Criminal Database, Social Security Address Trace, Sex Offender Database and Nationwide Sex Offender Registry 1. 2.4. The Volunteer Coordinator shall have responsibility for working with Park Supervisors and Recreation Program Supervisors (Park/Program Supervisors) on recruitment, selection, orientation, training and retention of volunteers. B.A. Recruitment & Selection 1. The Volunteer Coordinator will work with Park/Program Supervisors to document volunteer position descriptions for each volunteer opportunity. 2. Park/Program Supervisors will request volunteers for various positions, operations schedules, programs, and events by contacting the Volunteer Coordinator. 3. The Volunteer Coordinator will use a variety of methods to post volunteer opportunities, e.g., websites, social media. e-marketing messages, fliers, and other communications. 4. Individuals interested in volunteer positions must contact the Volunteer Services Office. Contact can be made in many different ways, depending on the volunteer opportunity: a. Online b. By email c. By phone d. Through a referral from a Park/Program Supervisor 5. Selection of volunteers will comply with Oakland County’s Equal Employee Opportunity Policy. Formatted: Adjust space between Latin and Asian text, Adjust space between Asian text and numbers Formatted: Font: (Default) Times New Roman, 12 pt Formatted: Outline numbered + Level: 3 + Numbering Style: 1, 2, 3, … + Start at: 1 + Alignment: Right + Aligned at: 1.38" + Indent at: 1.5" Commission Policy Date Adopted: 04/14/10 Dated Revised: 01/13/2101/11/24 C: 10-001 Page 2 of 4 Volunteer Policy 6. No volunteer shall be assigned to a Park/Program Supervisor who is a relative of the volunteer. For the purpose of this rule, a "relative" shall be a person holding the following relationship to the employee, whether that relationship is natural, adoptive, step or foster in nature: Spouse Child Parent Brother Sister Grandparent Grandchild First Cousin Uncle Aunt Niece Nephew Parent-in-law Child-in-law Brother-in-law Sister-in-law 7. The Volunteer Coordinator will ensure that all volunteers complete an application and Agreement & Waiver. a. The Volunteer Coordinator will review all volunteer applications and conduct necessary background checks to determine eligibility for a facility, program or event. b. The Volunteer Coordinator may conduct an initial phone screening to gauge if the applicant is a possible fit for a volunteer position. c. Contact information for potential volunteers are forwarded to appropriate Park Supervisor for review. The Park Supervisor may contact the potential volunteer for follow up and will confirm the volunteer assignment with the Volunteer Coordinator. d. The Volunteer Coordinator will assign eligible volunteers to various programs and events. 8. If the potential volunteer is not a fit for current needs, the Volunteer Coordinator will communicate with that person to thank them for their interest and encourage them to consider future opportunities. C. Orientation and Training 1. Orientation will be conducted at the location where the individual will perform volunteer services or if applicable at a general volunteer orientation. This decision is made at the discretion of the Park/Program Supervisor working with the Volunteer Coordinator and may be in a formal group setting or informal 1:1 format. a. Orientation may include an organizational overview, review of Oakland County Park and Recreation Rules and volunteer expectations for the assigned facility, program or event. b. Volunteers will be given the opportunity to ask questions about the volunteer position, operation, program, or event as needed. 2. Training on position duties may be conducted by the Park/Program Supervisor, Volunteer Coordinator, or any other staff member designated Commission Policy Date Adopted: 04/14/10 Dated Revised: 01/13/2101/11/24 C: 10-001 Page 3 of 4 Volunteer Policy by the Park/Program Supervisor. 3. Training may occur on an as-needed basis related to volunteer duties at the discretion of the Park/Program Supervisor. D. Supervision and Evaluation of Volunteers 1. Supervision and evaluation of volunteers is important to ensure adequate training is provided and verify satisfactory conduct and performance. 2. Volunteer schedules must be established by Park/Program Supervisors in advance. a. Exceptions to established and previously communicated operations schedules must be approved by the Park Supervisor or their designee at a facility to ensure adequate and appropriate coverage for the facility. b. Changes to program and event schedules must be communicated to the Volunteer Services Office so changes can be communicated to volunteers. 3. Volunteer time reporting must be approved by a staff member who has direct knowledge of the volunteer’s service and is not a relative of the volunteer as defined in section B.6. of this policy. a. Park Supervisors or their designee will audit volunteer time to ensure that hours reported are accurate. b. The Volunteer Services Office will work with Program Supervisors to confirm the time reported for various programs and event sign in sheets. 4. In an effort to maintain a mutually beneficial relationship, volunteer performance will be reviewed at the discretion of the Park/Program Supervisor with input from the Volunteer Coordinator. 5. The Volunteer Coordinator will initiate periodic reviews with Park/Program Supervisors as necessary to ensure that current volunteer expectations, positions and schedules are effective for the facility, program or event and support volunteer retention efforts. 6. The Executive OfficerDirector or his/her designee, at their sole discretion, may terminate a volunteer for any reason. E. Rewards and Recognition of Volunteer Service 1. Recognition of volunteer service may take many forms, depending on the nature of the volunteer service. 2. In accordance with the Agreement & Waiver, volunteers may be eligible for free and/or discounted passes or programs, pursuant to the rules, policies, and expectations established for the Volunteer Program. Volunteer benefits are specified in each volunteer position description for individual operations or programs. Commission Policy Date Adopted: 04/14/10 Dated Revised: 01/13/2101/11/24 C: 10-001 Page 4 of 4 Volunteer Policy 3. Rewards and Recognition of Volunteer Service are provided solely as an incidental benefit and do not constitute compensation for services. 4. The Executive Officer Director or his/her designee has the authority to review and approve volunteer positions and associated volunteer benefits. 5. Recognition events may be held on a periodic basis to promote volunteer knowledge of facilities, programs, and events as well as appreciation for volunteers and relationship building between volunteers and paid staff. 6. The Director or his/her designee Executive Officer will review and approve expenses for volunteer recognition events consistent with Commission/County budget policies and procedures. Formatted: Font: Times New Roman, 12 pt Commission Policy Date Adopted: 04/14/10 Dated Revised: 01/11/24 C: 10-001 Page 1 of 4 Volunteer Policy I. PURPOSE: The purpose of this policy is to outline the process that Oakland County Parks and Recreation staff uses to manage volunteers at various facilities, programs and events. II. PROCEDURE: A. General Guidelines 1. The Oakland County Parks and Recreation Director or his/her designee shall oversee the implementation and interpretation of this policy. 2. No volunteer shall be allowed to perform volunteer services without a signed Volunteer Agreement, Criminal Background Check, and Waiver of Liability (collectively the “Agreement”). The Agreement must be signed annually. 3. Criminal background checks will be conducted on Adult Volunteers ages 18 and up annually at the renewal of the Agreement. These background checks may include, but not be limited to, access to the Nationwide Sex Offender Registry, Nationwide Criminal Database, Social Security Address Trace, Sex Offender Database and Nationwide Sex Offender Registry 4. The Volunteer Coordinator shall have responsibility for working with Park Supervisors and Recreation Program Supervisors (Park/Program Supervisors) on recruitment, selection, orientation, training and retention of volunteers. A. Recruitment & Selection 1. The Volunteer Coordinator will work with Park/Program Supervisors to document volunteer position descriptions for each volunteer opportunity. 2. Park/Program Supervisors will request volunteers for various positions, operations schedules, programs, and events by contacting the Volunteer Coordinator. 3. The Volunteer Coordinator will use a variety of methods to post volunteer opportunities, e.g., websites, social media. e-marketing messages, fliers, and other communications. 4. Individuals interested in volunteer positions must contact the Volunteer Services Office. Contact can be made in many different ways, depending on the volunteer opportunity: a. Online b. By email c. By phone d. Through a referral from a Park/Program Supervisor 5. Selection of volunteers will comply with Oakland County’s Equal Employee Opportunity Policy. 6. No volunteer shall be assigned to a Park/Program Supervisor who is a relative of the volunteer. For the purpose of this rule, a "relative" shall be Commission Policy Date Adopted: 04/14/10 Dated Revised: 01/11/24 C: 10-001 Page 2 of 4 Volunteer Policy a person holding the following relationship to the employee, whether that relationship is natural, adoptive, step or foster in nature: Spouse Child Parent Brother Sister Grandparent Grandchild First Cousin Uncle Aunt Niece Nephew Parent-in-law Child-in-law Brother-in-law Sister-in-law 7. The Volunteer Coordinator will ensure that all volunteers complete an application and Agreement & Waiver. a. The Volunteer Coordinator will review all volunteer applications and conduct necessary background checks to determine eligibility for a facility, program or event. b. The Volunteer Coordinator may conduct an initial phone screening to gauge if the applicant is a possible fit for a volunteer position. c. Contact information for potential volunteers are forwarded to appropriate Park Supervisor for review. The Park Supervisor may contact the potential volunteer for follow up and will confirm the volunteer assignment with the Volunteer Coordinator. d. The Volunteer Coordinator will assign eligible volunteers to various programs and events. 8. If the potential volunteer is not a fit for current needs, the Volunteer Coordinator will communicate with that person to thank them for their interest and encourage them to consider future opportunities. C. Orientation and Training 1. Orientation will be conducted at the location where the individual will perform volunteer services or if applicable at a general volunteer orientation. This decision is made at the discretion of the Park/Program Supervisor working with the Volunteer Coordinator and may be in a formal group setting or informal 1:1 format. a. Orientation may include an organizational overview, review of Oakland County Park and Recreation Rules and volunteer expectations for the assigned facility, program or event. b. Volunteers will be given the opportunity to ask questions about the volunteer position, operation, program, or event as needed. 2. Training on position duties may be conducted by the Park/Program Supervisor, Volunteer Coordinator, or any other staff member designated by the Park/Program Supervisor. 3. Training may occur on an as-needed basis related to volunteer duties at the Commission Policy Date Adopted: 04/14/10 Dated Revised: 01/11/24 C: 10-001 Page 3 of 4 Volunteer Policy discretion of the Park/Program Supervisor. D. Supervision and Evaluation of Volunteers 1. Supervision and evaluation of volunteers is important to ensure adequate training is provided and verify satisfactory conduct and performance. 2. Volunteer schedules must be established by Park/Program Supervisors in advance. a. Exceptions to established and previously communicated operations schedules must be approved by the Park Supervisor or their designee at a facility to ensure adequate and appropriate coverage for the facility. b. Changes to program and event schedules must be communicated to the Volunteer Services Office so changes can be communicated to volunteers. 3. Volunteer time reporting must be approved by a staff member who has direct knowledge of the volunteer’s service and is not a relative of the volunteer as defined in section B.6. of this policy. a. Park Supervisors or their designee will audit volunteer time to ensure that hours reported are accurate. b. The Volunteer Services Office will work with Program Supervisors to confirm the time reported for various programs and event sign in sheets. 4. In an effort to maintain a mutually beneficial relationship, volunteer performance will be reviewed at the discretion of the Park/Program Supervisor with input from the Volunteer Coordinator. 5. The Volunteer Coordinator will initiate periodic reviews with Park/Program Supervisors as necessary to ensure that current volunteer expectations, positions and schedules are effective for the facility, program or event and support volunteer retention efforts. 6. The Director or his/her designee, at their sole discretion, may terminate a volunteer for any reason. E. Rewards and Recognition of Volunteer Service 1. Recognition of volunteer service may take many forms, depending on the nature of the volunteer service. 2. In accordance with the Agreement, volunteers may be eligible for free and/or discounted passes or programs, pursuant to the rules, policies, and expectations established for the Volunteer Program. Volunteer benefits are specified in each volunteer position description for individual operations or programs. 3. Rewards and Recognition of Volunteer Service are provided solely as an incidental benefit and do not constitute compensation for services. Commission Policy Date Adopted: 04/14/10 Dated Revised: 01/11/24 C: 10-001 Page 4 of 4 Volunteer Policy 4. The Director or his/her designee has the authority to review and approve volunteer positions and associated volunteer benefits. 5. Recognition events may be held on a periodic basis to promote volunteer knowledge of facilities, programs, and events as well as appreciation for volunteers and relationship building between volunteers and paid staff. 6. The Director or his/her designee will review and approve expenses for volunteer recognition events consistent with Commission/County budget policies and procedures. OAKLAND COUNTY PARKS AND RECREATION VOLUNTEER AGREEMENT, CRIMINAL BACKGROUND CHECK AND WAIVER OF LIABILITY Revised January 2024 Volunteer Information: Emergency Contact: (Last Name) (First Name) (M.I.) (Last Name) (First Name) (M.I.) (Address) (Relationship) (City, Zip Code) (Telephone) (Telephone) (Email) Volunteer Agreement I agree to act as a Volunteer for the Oakland County Parks and Recreation Commission (the “Volunteer Program”). I understand and agree that I am not an employee of Oakland County or Oakland County Parks and Recreation Commission (“OCPRC”); that I am acting solely as a volunteer; and that I will not receive any compensation for my volunteer activities. I also understand that because I am a volunteer and not an employee, I will not be eligible to participate in any employee benefit plans or programs and that I am not considered an employee. My position as a volunteer can be terminated at any time either by me or by OCPRC without notice for any reason or no reason. In order to effectively carry out my volunteer duties, I agree to follow the rules applicable to OCPRC employees and to follow the direction of OCPRC management. I acknowledge that even though I am a volunteer, my volunteer time will be scheduled in advance and that I will OAKLAND COUNTY PARKS AND RECREATION VOLUNTEER AGREEMENT, CRIMINAL BACKGROUND CHECK AND WAIVER OF LIABILITY Revised January 2024 comply with the schedule. Failure to be on time or otherwise comply with the schedule will result in my removal from the Volunteer Program. As part of my participation in the Volunteer Program, I understand that I may be eligible for free and/or discounted passes or programs, pursuant to the rules, policies, and expectations established for the Volunteer Program. I acknowledge and agree that such free and/or discounted passes or programs are provided to me solely as an incidental benefit and are not intended as, nor constitute, compensation for services. The manner and amount of free and/or discounted passes or programs provided to volunteers may be changed by OCPRC at any time and without notice. Criminal Background Checks To provide for the safety and security of OCPRC Park patrons and pursuant to OCPRC policy, I understand and acknowledge that OCPRC performs criminal background checks on all volunteers, including but not limited to, access to the Nationwide Sex Offender Registry, Nationwide Criminal Database, Social Security Address Trace, Sex Offender Database and Nationwide Sex Offender Registry. I understand and accept that, depending on the volunteer position for which I applied, results of the Criminal Background Check may or may not prohibit my participation in the Volunteer Program. I also understand and accept that a false statement, dishonest answer, misrepresentation, or omission on my volunteer application will be sufficient to reject my application and may result in the termination of my volunteer position upon discovery. Waiver of Liability In consideration of the Oakland County Parks and Recreation permitting me to participate in the Volunteer Program, I agree to this Waiver of Liability. I understand that as part of my OAKLAND COUNTY PARKS AND RECREATION VOLUNTEER AGREEMENT, CRIMINAL BACKGROUND CHECK AND WAIVER OF LIABILITY Revised January 2024 volunteer duties I may be near potential hazards. I recognize and accept such dangers and assume all responsibility for and risk of bodily injury, death, property damage, whether known or unknown, and whether caused by my negligence or the negligence of employees, patrons or others. I agree to waive, release and discharge the County of Oakland, Oakland County Parks and Recreation Commission, and the elected and appointed officials, officers, staff, agents, employees, volunteers (referred to collectively herein as the “County”) from all liability, damages, injuries, claims or demands on account of injury to me, including death, whether caused by the County, me, or any other individual arising out of or in any way connected to the operation of the OCPRC and my acting as a volunteer. I have read and voluntarily signed this Volunteer Agreement, Criminal Background Check and Waiver of Liability (collectively “Agreement”). I authorize OCPRC or its agent to conduct a criminal background check that may include accessing information from the Nationwide Criminal Database, Social Security Address Trace, Sex Offender Database, Nationwide Sex Offender Registry and other databases depending on the volunteer position for which I applied. This Agreement constitutes the entire agreement. There are no other agreements modifying its terms. I acknowledge that no one has made any representations to me that have not been expressly stated in this Agreement. Any modifications to this Agreement must be made in writing and signed by me and a duly authorized officer of the County and must specifically refer to and expressly amend this Agreement. Volunteer Signature OAKLAND COUNTY PARKS AND RECREATION VOLUNTEER AGREEMENT, CRIMINAL BACKGROUND CHECK AND WAIVER OF LIABILITY Revised January 2024 Date OAKLAND COUNTY PARKS AND RECREATION VOLUNTEER AGREEMENT, CRIMINAL BACKGROUND CHECK AND WAIVER OF LIABILITY Revised January 2024 Volunteer Information: Emergency Contact: (Last Name) (First Name) (M.I.) (Last Name) (First Name) (M.I.) (Address) (Relationship) (City, Zip Code) (Telephone) (Telephone) (Email) Volunteer Agreement I agree to act as a Volunteer for the Oakland County Parks and Recreation Commission (the “Volunteer Program”). I understand and agree that I am not an employee of Oakland County or Oakland County Parks and Recreation Commission (“OCPRC”); that I am acting solely as a volunteer; and that I will not receive any compensation for my volunteer activities. I also understand that because I am a volunteer and not an employee, I will not be eligible to participate in any employee benefit plans or programs and that I am not considered an employee. My position as a volunteer can be terminated at any time either by me or by OCPRC without notice for any reason or no reason. In order to effectively carry out my volunteer duties, I agree to follow the rules applicable to OCPRC employees and to follow the direction of OCPRC management. I acknowledge that even though I am a volunteer, my volunteer time will be scheduled in advance and that I will OAKLAND COUNTY PARKS AND RECREATION VOLUNTEER AGREEMENT, CRIMINAL BACKGROUND CHECK AND WAIVER OF LIABILITY Revised January 2024 comply with the schedule. Failure to be on time or otherwise comply with the schedule will result in my removal from the Volunteer Program. As part of my participation in the Volunteer Program, I understand that I may be eligible for free and/or discounted passes or programs, pursuant to the rules, policies, and expectations established for the Volunteer Program. I acknowledge and agree that such free and/or discounted passes or programs are provided to me solely as an incidental benefit and are not intended as, nor constitute, compensation for services. The manner and amount of free and/or discounted passes or programs provided to volunteers may be changed by OCPRC at any time and without notice. Criminal Background Checks To provide for the safety and security of OCPRC Park patrons and pursuant to OCPRC policy, I understand and acknowledge that OCPRC performs criminal background checks on all volunteers, including but not limited to, access to the Nationwide Sex Offender Registry, Nationwide Criminal Database, Social Security Address Trace, Sex Offender Database and Nationwide Sex Offender Registry. I understand and accept that, depending on the volunteer position for which I applied, results of the Criminal Background Check may or may not prohibit my participation in the Volunteer Program. I also understand and accept that a false statement, dishonest answer, misrepresentation, or omission on my volunteer application will be sufficient to reject my application and may result in the termination of my volunteer position upon discovery. Waiver of Liability In consideration of the Oakland County Parks and Recreation permitting me to participate in the Volunteer Program, I agree to this Waiver of Liability. I understand that as part of my OAKLAND COUNTY PARKS AND RECREATION VOLUNTEER AGREEMENT, CRIMINAL BACKGROUND CHECK AND WAIVER OF LIABILITY Revised January 2024 volunteer duties I may be near potential hazards. I recognize and accept such dangers and assume all responsibility for and risk of bodily injury, death, property damage, whether known or unknown, and whether caused by my negligence or the negligence of employees, patrons or others. I agree to waive, release and discharge the County of Oakland, Oakland County Parks and Recreation Commission, and the elected and appointed officials, officers, staff, agents, employees, volunteers (referred to collectively herein as the “County”) from all liability, damages, injuries, claims or demands on account of injury to me, including death, whether caused by the County, me, or any other individual arising out of or in any way connected to the operation of the OCPRC and my acting as a volunteer. I have read and voluntarily signed this Volunteer Agreement, Criminal Background Check and Waiver of Liability (collectively “Agreement”). I authorize OCPRC or its agent to conduct a criminal background check that may include accessing information from the Nationwide Criminal Database, Social Security Address Trace, Sex Offender Database, Nationwide Sex Offender Registry and other databases depending on the volunteer position for which I applied. This Agreement constitutes the entire agreement. There are no other agreements modifying its terms. I acknowledge that no one has made any representations to me that have not been expressly stated in this Agreement. Any modifications to this Agreement must be made in writing and signed by me and a duly authorized officer of the County and must specifically refer to and expressly amend this Agreement. Volunteer Signature Date OAKLAND COUNTY PARKS AND RECREATION VOLUNTEER AGREEMENT, CRIMINAL BACKGROUND CHECK AND WAIVER OF LIABILITY Revised January 2024 Oakland County Parks and Recreation Commission Agenda Item Memo Agenda #: 5 Department: Administration From: Chris Ward, Director Subject: Financial Reserves Strategic Plan / Year End Statement INTRODUCTION AND HISTORY  The Commission approved a new Net Position and Financial Reserves policy at the September 6, 2023, meeting as a result of recommendations provided by Plante Moran to update our financial policies and procedures. The purpose of this policy is to facilitate improved multi-year long-term planning and prudent management of our limited financial reserves (Net Position). This policy provides for: •Maintenance of a Budget Stabilization Reserve or “rainy day fund” target of 25% of our annual operating budget expenditures to ensure the continuity of services and sufficient cash flow in the event of unexpected events or a financial downturn. •An annual accounting of our Net Position, including funding obligated to existing and anticipated financial liabilities or obligations, assignment of funds for planned future expenditures and unobligated or assigned funds which are available for the Commission to expend in support of our strategic goals and objectives. •A process for the Commission to evaluate our overall fiscal health and establish a multi- year financial plan for the use of our financial reserves. •A report of the final year end actual revenues and expenditures of the preceding fiscal year operating budget. In accordance with this policy, the Commission will adopt a Financial Reserves Strategic Plan and receive a Year-End Statement detailing the unaudited actual expenditures and revenues of the previous fiscal year’s operating budget. The following documents provide a snapshot of our financial position as of the close of FY 2023. Revenues exceeded expenditures resulting in an overall surplus of $4,690,921 which was added to the balance of our financial reserves. The total amount of unrestricted financial reserves reflected in our Net Position is $33,584,119.13. This amount does not account for funds which are obligated to completion of prior year Capital Improvement Projects, dedicated for completion of the Capital Improvement Project and Equipment Plans for our current fiscal year and funds obligated for the payment of previously awarded grants from the Community Park and Trail Grant Program. The FY24 CIP Plan approved by the Commission in September includes a significant one-time increase in planned expenditure to fulfill our $5 million match commitment for the $15 million in ARPA funding provided under the Healthy Communities Plan which will draw down our financial reserves over the next several years as projects are completed. As proposed the Financial Reserves Strategic Plan includes: •$6.3 million for the FY 25 Capital Improvement Plan •$800,000 for the FY 25 Capital Equipment Plan •$650,000 for the FY 24 Local Park and Trail Capital Grant program RETURN TO AGENDA • Establishment of a Fairgrounds Maintenance assignment to account for funds paid by the Fair Board under the terms of our new agreement. • Assignment of funding from excess revenues from our Golf program for reinvestment in facilities • Assignment of funding from excess revenues from the Holly Oaks ORV Park for reinvestment in facilities The overall financial position of Oakland County Parks remains strong. A large influx of federal funding has provided an opportunity to create a more equitable park system and to make much needed investment in revitalizing our facilities. As we look forward, it is important that we remain mindful of the one-time nature of these additional funds and the inflationary pressures on our operating budget which could limit our ability to fund future capital needs. The attached resolution, Financial Reserves Strategic Plan and Year-End Financial Report are recommended for your approval. MOTION  Move to adopt the attached resolution, Financial Reserves Strategic Plan and Year-End Financial Report. FY2023 Year End Report Table of Contents Resolution ..................................................................................................................................................... 1 Fund Assignments ......................................................................................................................................... 2 Year End Fund Balance .................................................................................................................................. 3 Fund Balance Forecast ............................................................................................................................... 4-5 Year End Parks Summary .............................................................................................................................. 6 Year End Parks Fund Revenue Summary ...................................................................................................... 7 Year End Parks Fund Expense Summary ....................................................................................................... 8 Year End Golf Summary ................................................................................................................................ 9 Year End Camping Summary ....................................................................................................................... 10 Year End Waterpark Summary .................................................................................................................... 11 Capital Improvement Actuals ................................................................................................................ 12-15 Capital Equipment Actuals .......................................................................................................................... 16 Write-offs ............................................................................................................................................... 17-18 Contributions/Donations ............................................................................................................................ 19 FY 2023 Budget Amendments ............................................................................................................... 20-26 1 MISCELLANEOUS RESOLUTION BY: Commissioner J. David VanderVeen, Acting Chairperson, IN RE: DEPARTMENT OF PARKS AND RECREATION - FISCAL YEAR 2023 YEAR-END REPORT AND BUDGET AMENDMENTS To the Oakland County Parks and Recreation Board of Commissioners Chairperson, Members of the Public: WHEREAS all accounts have been posted and final adjustments made for Fiscal Year (FY) 2023, subject to any audit adjustments; and WHEREAS the results of operations after consideration of expenditures, accruals, encumbrances, appropriations, transfers, adjustments, and closing entries was a favorable variance compared to the amended budget for Parks and Recreation Fund; and WHEREAS the unaudited FY 2023 year-end Parks and Recreation Unrestricted Net Position is $33,584,119; and WHEREAS The unaudited final FY 23 operating budget expenses were $32,960,472 and revenues were $37,651,393, resulting in $4,690,921 of budget favorability added to the unrestricted net position (financial reserves); and NOW THEREFORE BE IT RESOLVED that the Parks and Recreation Commissioners accepts the report of operations for Fiscal Year 2023 and the results of operations by line-item after inclusion of expenditures, accruals, encumbrances, appropriations, transfers, adjustments, and closing entries are approved. BE IT FURTHER RESOLVED details of Unrestricted Net Position and Fiscal Assignments will be found in attached Appendix A Year End Report. BE IT FURTHER RESOLVED that the FY 2023 – FY 2026 budgets be amended as detailed in the attached Schedules A budget amendments. BE IT FURTHER RESOLVED A budget stabilization financial reserve of not less than 25% or three months of the annual operating expenditures reflected in annual budget (excluding depreciation and budgeted surplus funds). The purpose of maintaining these reserves is to ensure continuity of services during an economic downturn or emergency and to ensure adequate cash flow throughout the budget year. Chairperson, on behalf of the Parks and Recreation Commission, I move adoption of the foregoing resolution. Commissioner J. David Vanderveen Acting Chairperson, Parks and Recreation Commission Appendix A: The unaudited final FY 23 operating budget expenses were $35,301,585 and revenues were $37,651,393, resulting in $2,626,880 of budget favorability added to the unrestricted net position (financial reserves). Golf Operation Programs revenues were $6,523,606 and expenditures (excluding depreciation expense) were $5,698,344, resulting in net favorability of $908,338 available for reinvestment for future golf operations and capital expenses. Campground Operation Programs revenues were $2,352,253.16 and expenditures (excluding depreciation expense), were $3,145,398, resulting in net unfavourability of ($793,145). Waterpark Operation Programs revenues were $1,699,710 and expenditures (excluding depreciation expense) were $2,163,529, resulting in net unfavourability of ($463,819). Unrestricted Net Position (Financial Reserves) •FY 23 Year End Balance was $33,584,119. ASSIGNMENT OF RESERVES •Assigned to FY 2024 and previous Capital Asset Plan Expenditures - $15,871,516 •Planned FY 2025 Capital Asset Plan Expenditures - $7,100,000 •Assigned to Community Grant Program Reimbursement Obligations - $1,173,511 •Planned FY 2024 Community Grant Program Expenditures - $650,000 •Assigned to ORV Operational and Capital Expenses - $84,898 •Assigned to Golf Operational and Expenses - $908,338 •Assigned to Fairground Maintenance Expenses - $20,000 DONATIONS/WRITE-OFFS Donations for Fiscal Year 2023 totaling $19,759. Total recommended to write-off as uncollectable is $9,634. 2 ASSETS Current assets: Cash and investment pool 34,517,717.06 101500 Undeposited cash 0.00 104100 Accrued interest on investment receivable 73,103.74 115001 Accounts receivable 384,480.85 115491 Credit Card Chargebacks 0.00 115499 Allowance for Uncoll. Accts. Rec.(100,704.96) 126500 Due from State of Michigan 338,651.15 130000 Due from Other Funds 26,462.39 Inventories 121,115.72 145100 Deferred Charges 2,720.71 Total current assets 35,363,546.66 Noncurrent assets: 161000 Non Depreciable Capital Assets 31,133,310.66 161600 Capital Projects in Progress 6,030,638.31 162100 Infrastructure 72,552,696.73 163150 Buildings and Improvements 34,689,099.64 165000 Equipment and Vehichles 9,301,550.88 Less accumulated depreciation (85,192,571.46) Total capital assets (net of accumulated depre 68,514,724.76 Total assets 103,878,271.42 LIABILITIES Current liabilities: 201210 Vouchers Payable AP Cont 450,285.46 201220 Employee Expenses Payable 1,904.15 205210 Accrued Payroll System 365,967.98 207100 Due to Municipalities (483.00) 207270 Due to other governmental units (State of Michiga 0.00 208000 Due to Other Funds 17,210.92 Unearned revenue 232,822.44 Deposits (430,639.11) 240100 Refundable Deposits 9,005.81 230852 Accounts payable 1,133,352.88 Total current liabilities 1,779,427.53 Noncurrent liabilities: None Total noncurrent liabilities - Total liabilities 1,779,427.53 NET POSITION Unrestricted 33,584,119.13 Invested in capital assets 68,514,724.76 Total net position 102,098,843.89$ County of Oakland Parks and Recreation Fund Statement of Position September 30, 2023 3 Actuals Budget Add-Back Net Net Levy Budget Taxable Actual/Budgeted Charges for Total Net Capitalized Capital Non-cash expense Position Position Year Year Value Adj.Taxable Value Millage Max Property Tax Revenue Services Revenues Expenses (*)CIP Equipment Depreciation Projection Percent 2019 2020 60,238,662,497$ 0.23099 13,735,450.00$ 6,334,009.00$ 21,273,081.00$ 23,151,350.00$ 3,468,227.80$ 377,802.37$ -$ 18,603,825.31$ 80% 2020 2021 4.47%62,933,893,150$ 0.34727 21,580,907.53$ 10,307,911.32$ 33,002,929.10$ 26,321,007.46$ 3,345,963.87$ 386,243.43$ -$24,924,028.33$ 95% 2021 2022 3.85%65,355,802,388$ 0.34439 22,148,123.85$ 11,001,996.79$ 32,996,726.00$ 28,547,111.30$ 2,088,774.50$ 466,587.63$ -$30,718,746.28$ 108% 2022 2023 6.46%69,579,490,494$ 0.31328 23,237,773.51$ 12,428,105.30$ 37,651,393.18$ 32,960,472.61$ 5,168,551.30$ 582,720.89$ -$33,584,119.13$ 102% 2023 2024 7.53%74,817,009,367$ 0.34310 25,514,468.00$ 12,160,164.00$ 38,261,932.00$ 36,336,468.00$ 10,330,000.00$ 800,000.00$ 2,805,677$ 22,443,744.13$ 62% 2024 2025 5.82%79,170,817,312$ 0.33351 26,768,285.00$ 12,160,164.00$ 39,515,749.00$ 37,143,452.00$ 6,300,000.00$ 800,000.00$ 2,700,274$ 20,416,315.13$ 55% 2025 2026 4.39%82,643,868,875$ 0.33579 27,710,341.00$ 12,160,164.00$ 40,457,805.00$ 37,486,962.00$ 2,070,000.00$ 800,000.00$ 2,588,027$ 23,105,185.13$ 62% 2026 2027 3.96%85,916,575,269$ 0.33492 28,775,193.70$ 12,403,367.28$ 41,178,560.98$ 38,799,005.67$ 4,200,000.00$ 828,000.00$ 3,219,547$ 23,676,287.44$ 61% 2027 2028 3.91%89,279,281,089$ 0.33405 29,824,006.37$ 12,651,434.63$ 42,475,441.00$ 40,156,970.87$ 4,200,000.00$ 856,980.00$ 3,219,547$ 24,157,324.57$ 60% 2028 2029 3.87%92,734,461,318$ 0.33319 30,898,189.31$ 12,904,463.32$ 43,802,652.62$ 41,562,464.85$ 4,200,000.00$ 886,974.00$ 3,219,547$ 24,530,085.35$ 59% 2029 2030 3.85%96,304,738,079$ 0.33226 31,998,275.17$ 13,162,552.58$ 45,160,827.76$ 43,017,151.12$ 4,200,000.00$ 918,018.00$ 3,219,547$ 24,775,290.99$ 58% 4 A budget stabilization financial reserve of not less than 25% or three months of the annual operating expenditures reflected in annual budget (excluding depreciation and budgeted surplus funds). This amount is consistent with Oakland County’s financial policies and best practices recommended by the Government Finance Officers Association (GFOA). The purpose of maintaining these reserves is to ensure continuity of services during an economic downturn or emergency and to ensure adequate cash flow throughout the budget year. $- $5,000,000 $10,000,000 $15,000,000 $20,000,000 $25,000,000 $30,000,000 $35,000,000 $40,000,000 $45,000,000 $50,000,000 2019 2020 2021 2022 2023 2024 2025 2026 2027 2028 2029 Fiscal Year Net Position Forecast Total Revenues Net Expenses Capital Projects Net Position Depreciation 5 Adopted Amended Actual Favorability/UNF Percentage $36,881,934.00 $37,200,058.00 $37,651,393.18 $451,335.18 1.21% $36,881,934.00 $37,200,058.00 $32,960,472.61 $4,239,585.39 11.40% • Camping Operation expenses unfavorable by $4,544 due to Personnel due to Holiday, Annual Leave, Overtime, Holiday Overtime. Also, operating costs mostly attributed to Security Expense and Water and Sewer Charges. • Golf Operation expenses unfavorable by ($232,807) mainly attributed to Personnel due to Holiday, Annual Leave, Overtime and Holiday Overtime. Also, operating costs for Expendable Equipment, Capital Outlay, Equipment Maintenance Costs. Expenses • Transfer to Municipalities totaling $36,832 for Communities Grant program payments to Cities, Villages and Townships. • Waterpark Operation expenses favorable by $164,103 due to salaries and fringe benefits as not able to fill many part-time positions that were budgeted. As well as part-time staff not working the number of hours each position was allocated. Operating costs were higher than anticipated by $58,043 due Building Maintenance Charges, Grounds Maintenance and Recreation Supplies. • Transfers Out totaling $37,592 for transfers to Motor Pool fund for new vehicles. • Tax Revenue unfavorable as property tax revenue came in less than anticipated ($682,526). Parks and Recreation 2023 Year End Report Total Revenues Summary of FY2023 Activity Total Expenses Revenues • Personnel total expenses of $17,421,360 which was $864,590 less than anticipated mainly attributed to vacancies, turnover, part-time staff not working the number of hours budgeted. • Charges for Service overall favorable $329,861 mainly attributed to Golf and Camping Operations. • Investment Income overall favorable $708,638 as increase in Market Value and adjustment from reversal in FY2022. • Grant Revenue totaling $289,625 due to Federal Grant for National Fish and Wildlife Foundation (NFWF) Grant for Mill Dam Project and Michigan DNR Grant Funding. • Other Revenues came in from Sale of Equipment and Sale of Vehicles in the amount of $50,425 • Golf Operation revenue favorable by $1,141,145 due to Green Fees, Rental Golf Carts and Sales Retail attributed to increased activity as well as restructure of golf fees over the last couple years. • Camping Operations revenue favorable by $64,470 due to Fees Camping. • Waterpark Operations revenue unfavorable by ($498,889) due to Entrance Fees Gen Admission and Sales Retail due to less than anticipated attendance. 6 Adopted Amended Actual Favorability/UNF Percentage $36,881,934.00 $37,200,058.00 $37,651,393.18 $451,335.18 1.21% $23,920,300.00 $23,920,300.00 $23,237,773.51 ($682,526.49)-2.85% $0.00 $10,364.00 $10,364.40 ($0.40)0.00% $300,000.00 $300,000.00 $342,300.36 $42,300.36 0.00% $12,274,271.00 $12,418,771.00 $12,748,632.05 $329,861.05 2.66% $190,000.00 $190,000.00 $898,637.95 $708,637.95 372.97% $0.00 $0.00 $51,424.51 $51,424.51 100.00% $197,363.00 $277,623.00 $279,260.40 $1,637.40 0.59% $0.00 $83,000.00 $83,000.00 $0.00 0.00% Taxes • Unfavorable as property tax revenue came in less than anticipated. Federal Grants Revenue Parks and Recreation 2023 Year End Report Total Summary of Revenues Investment Income • Increase in Market Value and adjustment from reversal from FY2022. Budget remaining at $190,000 due to uncertain market conditions. Transfers In •Transfers In from Board of Commissioners General Fund to Parks for Trailways Development Agreement $58,000. Also, Transfer In from General Fund Economic Development Department to Parks for Rochester Fire and Ice Festival $25,000. • Federal Grant Revenue recorded for National Fish and Wildlife Foundation (NFWF) Grant for Mill Pond Dam Project. • Favorable due to Sale of Equipment $27,885 and Sale of Vehicles $20,201. Other Revenues Charges for Services • Charges for Services were favorable mainly attributed to Green Fees $642,625 and Rental Golf Carts 339,239 due to increase in activity and restructure of golf fees over last couple years. Also Fees Daily Use was favorable by $244,566. Was partially offset by unfavorable Entrance Fees General Admission ($556,040) at Waterparks and Sales Retail ($170,387) due to less than anticipated activity. Antenna Site Management ($68,306) due to revenue being recorded as uncollected revenue, has been fixed for FY24. Intergovernmental General Reimb. • Favorable primarily attributed to Local Community Stabilization Share greater than anticipated. Funding was a transfer from the Oakland County General Fund. Capital Asset •Favorable due to State of Michigan DNR Grant funding. 7 Adopted Amended Actual Favorability/UNF Percentage $36,881,934.00 $37,200,058.00 $32,960,472.61 $4,239,585.39 11.40% $18,294,696.00 $18,285,951.00 $17,421,360.38 $864,590.62 4.73% $10,756,751.00 $10,900,870.00 $10,246,211.39 $654,658.61 6.01% $3,258,100.00 $3,258,100.00 $3,271,631.67 ($13,531.67)-0.42% $250,000.00 $250,000.00 $361,832.00 ($111,832.00)-44.73% $1,733,752.00 $1,803,257.00 $1,622,029.17 $181,227.83 10.05% $75,000.00 $75,000.00 $37,408.00 $37,592.00 50.12% $2,513,635.00 $2,626,880.00 $0.00 $2,626,880.00 100.00% Personnel • Favorability within personnel mainly attributed to vacancies, turnover, part-time staff not working the number of hours budgeted. Operating Parks and Recreation 2023 Year End Report Total Summary of Expenses Budgeted Equity Adjustments •Budgeted Equity Adjustments as no actuals were pulled from the adjustments to cover any overages for FY2023. Transfers Out •Transfers Out less than anticipated as fewer transfers to Motor Pool than budgeted for new vehicles. •Favorable General Program Administration $882,003 is based on actual and projected maintenance activitiy. Also Fav. Special Events Projects $217,144, Indirect Costs $151,140, Equipment Rental Expense $138,589, Advertising $105,954, Design Fees $100,000, Contracted Services $84,356 due to less than anticipated use. Partially offset by unfav. Grounds Maintenance ($480,499), Expendable Equipment ($165,277), Building Maintenance Charges ($149,582), Charge Card Fee ($97,472), Equipment Maintenance ($75,670), Uniforms ($63,152) and Water and Serage Charges ($58,964) due to greater than anticipated activity. • Fav. Internal Services include Insurance Fund $95,951, Telephone Communications $58,649, Motor Pool $54,833, Drain Equipment $16,465. Partially offset by unfav. Info Tech Operations ($46,816) based on actual usage. Internal Support Transfer to Municipalities • Transfer to Municipalities unfavorable as Local CVT grants have been paid for current and past years approved projects was greater than anticipated. Depreciation Expense • Unfavorable based on depreciation schedule of capital expenses greated than budget allocation. 8 Adopted Amended Actual Favorability/UNF Percentage $5,382,461.00 $5,382,461.00 $6,523,606.14 $1,141,145.14 21.20% $6,000,842.00 $6,088,360.00 $6,321,167.48 ($232,807.48)33.32% $5,382,461.00 $5,382,461.00 $6,523,606.14 $1,141,145.14 21.20% $3,259,182.00 $3,258,424.00 $3,457,714.42 ($199,290.42)-6.12% $1,599,590.00 $1,687,866.00 $2,064,464.36 ($376,598.36)-22.31% $881,450.00 $881,450.00 $622,823.39 $258,626.61 29.34% $260,620.00 $260,620.00 $176,165.31 $84,454.69 32.41% Revenues • Favorable due to Green Fees $643,097, Rental Golf Carts $339,239, Sales Retail $126,064 due to greater anticipated use and fees for golf being updated. Personnel Parks and Recreation 2023 Year End Report Revenue Summary of Golf Programs Expenses • Unfavorable Personnel due to Holiday, Annual Leave, Overtime and Holiday Overtime greater than anticipated. • Fav. Internal Services include Insurance Fund $67,686, Info. Tech Operations $7,155, Telephone Communications $1,915, and Motor Pool $1,244 due to less than anticipated use. Internal Support Depreciation Expense • Depreciation Favorable mostly attributed to savings within Equipment category. Operating Expense • Unfavorable due to Expendable Equipment ($107,388), Capital Outlay ($80,763), Equipment Maintenance ($69,440), Merchandise ($68,133), Charge Card Fee ($52,138), Water and Sewage Charges ($35,050), and Building Maintenance Charges ($28,777) due to greater than anticipated use. Partially offset by Favorable Equipment $39,931, Ground Maintenance $26,014, Recreation Supplies $7,370 due to less than anticpated activity. 9 Adopted Amended Actual Favorability/UNF Percentage $2,287,783.00 $2,287,783.00 $2,352,253.16 $64,470.16 2.82% $3,564,900.00 $3,671,280.00 $3,675,824.66 ($4,544.66)-0.12% $2,287,783.00 $2,287,783.00 $2,352,253.16 $64,470.16 2.82% $1,670,865.00 $1,669,561.00 $1,753,872.17 ($84,311.17)-5.05% $1,058,115.00 $1,165,799.00 $1,238,872.53 ($73,073.53)-6.27% $652,420.00 $652,420.00 $530,426.00 $121,994.00 18.70% $183,500.00 $183,500.00 $152,653.96 $30,846.04 16.81% Revenues • Favorable due to Fees Camping $149,426, due to greater anticipated use. Partially offset by unfav. Antenna Site Management ($30,306), Fees Day Use ($25,746), Sales Retail ($19,524) and Rental Equipment ($17,808) due to less than anticipated activity. Personnel Parks and Recreation 2023 Year End Report Revenue Summary of Camping Programs Expenses • Unfavorable Personnel due to Holiday, Annual Leave, Overtime and Holiday Overtime greater than anticipated. • Favorable Internal Services include Insurance Fund $25,780 and Motor Pool $7,976 due to less than anticipated use. Partially offset by unfav. Info Tech Operations ($4,212). Internal Support Depreciation Expense •Depreciation Favorable mostly attributed to savings within Building Improvements category. Operating Expense • Unfavorable due to Security Expense ($113,348), Water and Sewer Charges ($14,238), Small Tools ($11,468) and Expendable Equipment ($10,467) due to greater than anticipated activity . Partially offset by Favorable Building Maintenance Charges $56,546 due to less than anticpated activity. 10 Adopted Amended Actual Favorability/UNF Percentage $2,198,600.00 $2,198,600.00 $1,699,710.69 ($498,889.31)-22.69% $2,788,724.00 $2,791,174.00 $2,627,070.03 $164,103.97 5.88% $2,198,600.00 $2,198,600.00 $1,699,710.69 ($498,889.31)-22.69% $1,511,659.00 $1,511,659.00 $1,143,182.81 $368,476.19 24.38% $903,815.00 $906,265.00 $964,308.07 ($58,043.07)-6.40% $286,900.00 $286,900.00 $463,541.57 ($176,641.57)-61.57% $86,350.00 $86,350.00 $56,037.58 $30,312.42 35.10% Revenues • Unfavorable due to Entrance Fees Gen Admission ($290,040) and Sales Retail ($236,783) due to less anticipated attendance, climate and staff shortages. Partially offset by favorable Entrance Fees Swimming Class $32,546 due to greater than anticipated use. Personnel Parks and Recreation 2023 Year End Report Revenue Summary of Waterpark Programs Expenses • Favorable Personnel due to Holiday, Annual Leave, Overtime and Holiday Overtime less than anticipated. Also, not filling all part time positions assumed in budget projections. • Fav. Internal Services include Insurance Fund $28,181, Info. Tech Operations $6,139, and Motor Pool $4,535 due to less than anticipated use. Internal Support Depreciation Expense • Depreciation unfavorable attributed to Infastructure category, as the cost of maintaining aging facilities. Operating Expense • Unfavorable due to Building Maintenance Charges ($43,718), Grounds Maintenance ($36,913), Recreation Supplies ($26,673), Expendable Equipment ($20,976) due to aging waterpark facilities. Partially offset by Favorable Merchandise $66,313 due to less than anticipated use. 11 Oakland County Parks and Recreation Commission FY2023 CAPITAL IMPROVEMENT PROGRAM BUDGET TO ACTUAL EXPENSE REPORT Tuesday, October 3, 2023 Asset Name Project Name Budget Center Adopted Budget Expended Amt Budget Balance Project ID CIP Number Commission Approved Changes Updated Budget Internally Approved Changes BUDGET BALANCE = Updated Budget LESS Expended Amt Budget Note Open $6,806,273 $0 ($84,233)$6,722,040 $2,523,480 $4,198,560 _Projects $0Program or Project Group:$0 $0 $80,000 $80,000 $80,000 2720 $0Wavepool Pump ReplacementWaterpark Pump House $80,000$80,000 Pulled from CIP 17097$0 $0 $80,000FY2023 ADA Compliance, Accessibility and Universal Design $0Program or Project Group:$50,000 $0 $0 $50,000 $50,000 123 $02023 Projects TBDAccessibility $50,000$50,000$50,000 $0 $0FY2023 Amenities and Site Improvements $579,801Program or Project Group:$2,931,673 $0 ($159,188)$2,772,485 $2,192,684 2719 $11,652BMX Storage ShedBMX Yard and Outside $4,34817393$16,000$0 $0 $16,000FY2023 1735 $101,170ADDGroup Area 3 & 4 RepurposingSite and Grounds ($28,450)3604 $72,720 Approval 6/1/2022$45,000 $0 $27,720FY2022 149 $13,498GLGReplacementMaintenance Chemical Mixing $46,50217114$60,000$60,000 $0 $0FY2023 53 $203,058INDReplacementsDock and Boardwalk ($3,545)3619 $199,513 Approval 12/1/2021$200,000 $0 ($487)FY2022 163 $26,148INDBeach Site and Buildings ImprovemenSite and Grounds $44,5223609$70,670 Approval 5/4/2022$25,000 $0 $45,670FY2022 58 $0INDReplacementSite and Grounds $150,00017104$150,000$150,000 $0 $0FY2023 1550 $136ORNMaintenance Yard Utility ConnectionUtilities and Infrastructure $29,86417094$30,000$30,000 $0 $0FY2023 711 $7,005RDDReplacementDog Park Contact Station Shed $17,99517095$25,000$25,000 $0 $0FY2023 1315 $0RDPSite and Landscape ImprovementsNature Center $24,000$24,000$40,000 $0 ($16,000)FY2022 1173 $15,500RWP*ImprovementsWaterpark Wave Pool and Watersl $2,40917097$17,909 CIP to be closed new CIP and MMP $250,000 $0 ($232,091)Multi-Year 90 $201,634SACNatural Area RestorationMill Pond Dam $4,436,3913128$4,638,025$4,638,025 $0 $0FY2023 1733 $0SACNatural Area Restoration GrantMill Pond Dam ($825,035)3128 ($825,035)($825,035)$0 $0FY2023 1734 $0SACNatural Area Restoration Local MatchMill Pond Dam ($1,706,317)3128 ($1,706,317)($1,706,317)$0 $0FY2023 Boardwalk Bridge and Deck Repair Program $58,053Program or Project Group:$135,000 $0 $0 $135,000 $76,947 2345 $02023 Projects TBDBoardwalks, Bridges, Decks $30,000$30,000$30,000 $0 $0FY2023 164 $41,464LYGReplacementHole #11 Boardwalk $53,53617101$95,000$95,000 $0 $0FY2023 2351 $16,589SPG, SPR ConstructionHole #10 Boardwalk (NEW)($6,589)17206 $10,000$10,000 $0 $0FY2023 Boardwalk Bridge and Deck Replacement Projects $41,524Program or Project Group:$35,000 $0 $0 $35,000 ($6,524) 62 $41,524LYGReplacementHole #17 Boardwalk ($6,524)17101 $35,000$35,000 $0 $0FY2023 Boundary Maintenance $0Program or Project Group:$70,000 $0 $0 $70,000 $70,000 2346 $02023 Projects TBDBoundaries $10,000$10,000$10,000 $0 $0FY2023 1683 $0RDGHole #2 Net ReplacementBoundaries $30,00017103$30,000$30,000 $0 $0FY2023 2072 $0RDGHole #7 Net ReplacementBoundaries $30,00017103$30,000$30,000 $0 $0FY2023 Building Equipment and HVAC Replacements $398,378Program or Project Group:$590,000 $0 $0 $590,000 $191,622 1616 $7,800GLC, GLG Electrical ImprovementsClubhouse $132,20017144$140,000$140,000 $0 $0FY2022 825 $390,577RWPPool Boiler Replacements (ComponenWaterpark Maintenance Building $59,4233638$450,000 Eng Approval 1/5/2022$450,000 $0 $0FY2023 Building Roof Replacements $374,865Program or Project Group:$425,000 $0 ($17,799)$407,201 $32,336 2353 $15,5002023 Projects TBDBuilding Roofs $9,50017092$25,000$25,000 $0 $0FY2023 157 $9,000GRVRoof Replacement ShinglePark House 6000 Grange Hall $4507108$9,450 Approval 6/1/2022$17,000 $0 ($7,550)FY2022 2045 $22,000INDRoof ReplacementBeach Cove Pavilion $50017092$22,500$22,500 $0 $0FY2023 Page 1 of 4 12 Asset Name Project Name Budget Center Adopted Budget Expended Amt Budget Balance Project ID CIP Number Commission Approved Changes Updated Budget Internally Approved Changes BUDGET BALANCE = Updated Budget LESS Expended Amt Budget Note 181 $160,375RWPRoof Replacement MetalWaterpark Bathhouse ($44,218)17093 $116,157 Approval 6/1/2022$120,000 $0 ($3,843)FY2022 1106 $0RWPRoof Replacement MetalWaterpark Maintenance Building $30,00017093$30,000$30,000 $0 $0FY2023 187 $160,375RWPRoof Replacement MetalWaterpark Pavilion $33,21917093$193,594 Approval 6/1/2022$200,000 $0 ($6,406)FY2022 1149 $7,615WTRStorage Shelter West Roof ReplacemePark Storage Shelter West $2,88517092$10,500$10,500 $0 $0FY2023 Environmental Sustainability Programs $77,989Program or Project Group:$225,000 $0 $0 $225,000 $147,011 2347 $77,989Drinking Water Stations 2023 TBDSustainability ($2,989)17310 $75,000$75,000 $0 $0FY2023 2348 $0Electrification Infrastructure 2023 TBSustainability $75,000$75,000$75,000 $0 $0FY2023 2349 $0Stormwater Compliance ProjectsSustainability $75,000$75,000$75,000 $0 $0FY2023 Healthy Communities Park and Outdoor Recreation Investment Plan $35,250Program or Project Group:$0 $0 $0 $0 ($35,250) 2607 $35,250Park ImprovementsPark Assets ($35,250)17364 $0$0 $0 $0FY2023 Irrigation System Improvements $0Program or Project Group:$308,000 $0 ($32,000)$276,000 $276,000 99 $0SPGReplacementGolf Course Irrigation System $276,00017197$276,000$308,000 $0 ($32,000)FY2023 Paved Pathway Replacements $861,552Program or Project Group:$950,000 $0 $44,754 $994,754 $133,202 2123 $565,280LYGReplacementGolf Cart Paths ($65,670)7102 $499,610$475,000 $0 $24,610FY2023 2125 $296,271SPGReplacementGolf Cart Paths $198,8737102$495,144$475,000 $0 $20,144Multi-Year Road and Parking Lot Replacements $96,069Program or Project Group:$1,086,600 $0 $0 $1,086,600 $990,531 61 $40,632LYC, LYG, LYP Entrance Drive ReplacementPavement and Drainage $570,96817281$611,600$611,600 $0 $0FY2023 63 $40,754LYGParking Lot ReplacementPavement and Drainage $434,24617281$475,000$475,000 $0 $0FY2023 2134 $14,683SACPavement ImprovementsPavement and Drainage $38,06717196$52,750$52,750 $0 $0FY2023 2141 $0SACPavement Improvements ReimbursePavement and Drainage ($52,750)($52,750)($52,750)$0 $0FY2023 Closed $2,499,400 ($10,344)($4,152)$2,484,904 $2,516,453 ($31,549) _Projects $198,253Program or Project Group:$134,000 $7,656 $18,902 $160,558 ($37,695) 2249 $10,990ACCConference Center HVAC System ReplConference Center $9,0102885$20,000$0 $0 $20,000FY2022 2309 $0GRVDecking ReplacementsCabins $75,000$75,000 CIP to GRV 1/5/2022$84,000 ($9,000)$0FY2022 1821 $0GRVUtility Enclosure - COMPLETEDConcession $20,000$20,000$20,000 $0 $0FY2023 160 $19,610GRVReplacementFirewood Shed ($4,610)3642 $15,000$15,000 $0 $0FY2022 1936 $129,100HRVParking LotThe Ledge Parking Area $69,8023172$198,902 Approval 3/2/2022$200,000 $0 ($1,098)FY2022 1937 $0HRVParking Lot Grant ReimbursementThe Ledge Parking Area ($200,000)3172 ($200,000)($200,000)$0 $0FY2022 2247 $26,273ORNDog Park Asphalt ImprovementsPavement and Drainage ($9,617)3648 $16,656 MMP to CIP 2/10/2022$0 $16,656 $0FY2022 2097 $12,281WTRDeck Repairs/ReplacementLookout Lodge $2,71917280$15,000$15,000 $0 $0FY2023 _Projects / Playground Replacement and Improvement $251,070Program or Project Group:$240,000 $0 $24,000 $264,000 $12,930 281 $81,595ADDRelocation and ReplacementCampground Playground $6,4053649$88,000 Approval 12/1/2021$80,000 $0 $8,000FY2022 1224 $86,470GRVReplacementPines Playground $1,5303651$88,000 Approval 12/1/2021$80,000 $0 $8,000FY2022 56 $83,005INDReplacementMoraine Knoll Playground $4,9953650$88,000 Approval 12/1/2021$80,000 $0 $8,000FY2022 Accessibility Transition Program $0Program or Project Group:$50,000 $0 $0 $50,000 $50,000 2354 $02022 Projects TBDAccessibility $20,000$20,000 Approval 6/1/2022$50,000 $0 ($30,000)FY2022 2334 $0ADDGroup Area 3 & 4 Access RoutesSite and Grounds $15,000$15,000 Approval 6/1/2022$0 $0 $15,000FY2022 2335 $0INDAccess RoutesMoraine Knoll Playground $15,000$15,000 Approval 6/1/2022$0 $0 $15,000FY2022 Amenities and Site Improvements $341,176Program or Project Group:$249,900 $0 $144,600 $394,500 $53,324 1819 $64,833ADDConversion to Park OfficesHouse 1480 W Romeo Road $47,86717232$112,700$0 $0 $112,700FY2023 2439 $11,076INDContact Station Well ReplacementContact Station $92417229$12,000$0 $0 $12,000FY2023 2221 $181,560INDBridge ReplacementNature Center Bridge $3,44017207$185,000$185,000 $0 $0FY2023 Page 2 of 4 13 Asset Name Project Name Budget Center Adopted Budget Expended Amt Budget Balance Project ID CIP Number Commission Approved Changes Updated Budget Internally Approved Changes BUDGET BALANCE = Updated Budget LESS Expended Amt Budget Note 2440 $20,811ORNDog Park Well ReplacementUtilities and Infrastructure ($811)17228 $20,000$0 $0 $20,000FY2023 79 $62,895RWPLazy River Tube Corral ADA Entrance Waterpark River Ride $1,90517184$64,800 Approval 6/1/2022$64,900 $0 ($100)FY2022 Building Equipment and HVAC Replacement Program $50,034Program or Project Group:$155,000 ($18,000)($59,547)$77,453 $27,419 2311 $0ACCRestroom Furnace ReplacementConference Center $5,500$5,500 CIP to ACC 1/5/2022$10,000 ($4,500)$0FY2022 2310 $0ADDWater Softener ReplacementMaintenance Building $13,000$13,000 CIP to ADD 1/5/2022$15,000 ($2,000)$0FY2022 2246 $38,176GLCWalk-in Cooler Condensing UnitClubhouse $2,2773652$40,453 Approval 2/10/2022$0 $0 $40,453FY2022 2356 $0RDGPro Shop Furnace ReplacementGolf Clubhouse ($3,500)($3,500)CIP to RDG 1/5/2022$0 ($3,500)$0FY2022 2355 $0RWPPool Boiler Replacements 2022 BudgeWaterpark Maintenance Building $0$0 Moved to FY2023$100,000 $0 ($100,000)FY2022 2225 $7,697SACHVAC Controls Grand HallActivity Center ($7,697)$0$0 $0 $0FY2022 2325 $0SPGHVAC Replacement - DONEMaintenance Building North $10,500$10,500 CIP to SPG 1/5/2022$15,000 ($4,500)$0FY2022 121 $4,161WLGHVAC Replacement (Component ID 5Maintenance Building $5,83917249$10,000$10,000 $0 $0FY2023 2312 $0WTRTube Heater ReplacementsPlatform Tennis Courts (2)$1,500$1,500 CIP to WTR 1/5/2022$5,000 ($3,500)$0FY2022 Building Equipment and HVAC Replacements $67,905Program or Project Group:$0 $0 $66,750 $66,750 ($1,155) 105 $67,905ADMHVAC ReplacementAdministration Building ($1,155)13639 $66,750 Eng Approval 1/5/2022$0 $0 $66,750FY2023 2436 $0GLCBrides Room HVAC Replacement (CoClubhouse $0$0$0 $0 $0FY2023 Building Roof Replacement Program $13,500Program or Project Group:$41,000 $0 ($20,500)$20,500 $7,000 2327 $0GRVRoof Replacement ShingleGroup Area 1 Pavilion $2,500$2,500 CIP to MMP$5,000 $0 ($2,500)FY2022 2328 $0GRVRoof Replacement ShingleGroup Area 10 and 11 Pavilion $3,000$3,000 CIP to MMP$6,000 $0 ($3,000)FY2022 2329 $0GRVRoof Replacement ShingleGroup Area 12 and 13 Pavilion $3,000$3,000 CIP to MMP$6,000 $0 ($3,000)FY2022 2330 $0GRVRoof Replacement ShingleGroup Area 2 and 3 Pavilion $3,000$3,000 CIP to MMP$6,000 $0 ($3,000)FY2022 2331 $0GRVRoof Replacement ShingleGroup Area 4 and 5 Pavilion $3,000$3,000 CIP to MMP$6,000 $0 ($3,000)FY2022 2332 $0GRVRoof Replacement ShingleGroup Area 6 and 7 Pavilion $3,000$3,000 CIP to MMP$6,000 $0 ($3,000)FY2022 2333 $0GRVRoof Replacement ShingleGroup Area 8 and 9 Pavilion $3,000$3,000 CIP to MMP$6,000 $0 ($3,000)FY2022 2341 $13,500WTRRoof Replacement ShingleHouse and Shed 2896 Watkins Lak ($13,500)7145 $0$0 $0 $0FY2022 Building Roof Replacements $68,473Program or Project Group:$79,000 $0 $5,864 $84,864 $16,391 1809 $53,181GLCRoof Replacement ShingleClubhouse $2,65917183$55,839 Approval 6/1/2022$42,500 $0 $13,339FY2022 161 $12,000INDRoof Replacement ShingleBoathouse ($975)7107 $11,025 Approval 6/1/2022$18,500 $0 ($7,475)FY2022 1623 $1,138INDRoof ReplacementCamp Wilderness Pavilion 1 North $4,86217092$6,000$6,000 $0 $0FY2023 1624 $1,139INDRoof ReplacementCamp Wilderness Pavilion 2 South $4,86117092$6,000$6,000 $0 $0FY2023 1058 $1,015INDRoof Replacement ShingleLakepoint Pavilion $4,985$6,000$6,000 $0 $0FY2022 Doors and Windows Replacement Program $204,700Program or Project Group:$0 $0 $0 $0 ($204,700) 28 $204,700GLCWindow and Door ReplacementClubhouse ($204,700)2854 $0$0 $0 $0FY2022 Paved Pathways Management Program $34,200Program or Project Group:$0 $0 $34,200 $34,200 $0 2194 $34,200WLGProposed newGolf Cart Paths $03647$34,200 MMP to CIP 2/10/2022$0 $0 $34,200FY2022 Roads and Parking Projects $1,287,142Program or Project Group:$1,550,500 $0 ($218,421)$1,332,079 $44,937 1980 $312,840INDPavingPark Entrance Boulevard ($79,945)3636 $232,895 Approval 5/4/2022$287,500 $0 ($54,605)FY2022 1979 $312,709INDPavingPark Entrance Road $70,6863636$383,395 Approval 5/4/2022$438,000 $0 ($54,605)FY2022 1982 $348,884INDPavingPark Road North $84,0103636$432,894 Approval 5/4/2022$487,500 $0 ($54,606)FY2022 1983 $312,709INDPavingPark Road South ($29,814)3636 $282,895 Approval 5/4/2022$337,500 $0 ($54,605)FY2022 Cancelled $896,000 ($4,500)($3,888)$887,612 $626,150 $261,462 _Projects $0Program or Project Group:$166,000 $0 $0 $166,000 $166,000 1917 $0RDPSite and Landscape Improvements ReiNature Center $0$0$0 $0 $0FY2022 1678 $0RWPExterior RenovationWaterpark Bathhouse $85,000$85,000$85,000 $0 $0FY2023 Page 3 of 4 14 Asset Name Project Name Budget Center Adopted Budget Expended Amt Budget Balance Project ID CIP Number Commission Approved Changes Updated Budget Internally Approved Changes BUDGET BALANCE = Updated Budget LESS Expended Amt Budget Note 85 $0SACSiding ReplacementBarns $81,000$81,000$81,000 $0 $0FY2023 Building Equipment and HVAC Replacement Program $0Program or Project Group:$10,000 ($4,500)$0 $5,500 $5,500 2316 $0WTRBoiler Replacement (Component ID 4Paradise Peninsula Landing Buildin $5,500$5,500 CIP to WTR 1/5/2022$10,000 ($4,500)$0FY2022 Irrigation System Replacement Projects $626,150Program or Project Group:$720,000 $0 ($3,888)$716,112 $89,962 34 $493,600GLGUpgrade Phase IIGolf Course Irrigation System $3,7003605$497,300 Approved 2/10/2022$500,000 $0 ($2,700)FY2022 1179 $132,550WLGReplacements Phase IIGolf Course Irrigation System $86,2623606$218,812 Approved 2/10/2022$220,000 $0 ($1,188)FY2022 $5,666,082 Adopted Budget Commission Change Updated BudgetInternal Change Expended Amt Budget Balance $10,201,673 ($14,844)($92,273)$10,094,556 $4,428,474 Page 4 of 4 15 Date Approved Qty. Budget Center Item Category Budget Actual Expense Projected Expense (Over)/Under Budget Comments 08/30/22 1 GLG Solo Rider ADA Golf Cart EQP 14,059.00 15,059.00 (1,000.00) BA0000171,10-19-2022, SINV00138032 08/30/22 1 SPG Solo Rider ADA Golf Cart EQP 14,059.00 15,059.00 (1,000.00) BA0000172,12-31-2022,SINV00138032 08/30/22 1 WLG Solo Rider ADA Golf Cart EQP 14,059.00 15,059.00 (1,000.00) BA0000173,12-31-2022,SINV00138032 08/30/22 1 NR Skid Steer with Mulching Head EQP 130,000.00 129,350.00 650.00 Skid Steer with Mulching Head (Approved FY2022 / Delivered FY2023),SINV00146962, ASSET ID:BA0000149(Skid Steer), ASSET ID:BA0000150(Mulching Head).11/29/22 09/01/21 1 LYG Toro Mower EQP 68,000.00 81,083.57 (13,083.57) Toro 4500D Mower (Approved FY2022 / Delivered FY2023), SINV00141866, ASSET ID#BA0000114,11/2/22 09/01/21 1 RDG Toro Fairway Mower EQP 62,000.00 74,668.63 (12,668.63) Toro Reelmster 5410D (Approved FY2022 / Delivered FY2023),SINV00141873, BA0000112,11/2/22 09/01/21 1 SPG Greens Mower EQP 33,000.00 38,736.36 (5,736.36) Toro Greensmaster 3150Q Mower (Approved FY2022 / Delivered FY2023),SINV00141869, ASSET ID#BA0000113, 11/2/22 09/01/22 1 ADD Skid Steer EQP 60,000.00 51,341.33 8,658.67 BOBCAT RT-50, ASSET ID: BA0000557, SINV00202070,8/16/23 09/01/22 2 ADD (2) Light Duty Utility Vehicles EQP 18,000.00 09/01/22 1 FM Mini Skid Steer w/ Attachments EQP 55,000.00 09/01/22 1 GLG Toro 3500 EQP 40,000.00 09/01/22 1 GLG Rough Mower EQP 70,000.00 09/01/22 1 GRV Zero Turn Mower EQP 16,000.00 14,799.00 1,201.00 GRV - EXMARK LAZER Z X-SERIES ZERO TURN MOWER, ASSET ID:BA0000162, 12/22/22 ,SINV00150668 09/01/22 1 GRV Medium Duty Utility Vehicle EQP 25,000.00 09/01/22 1 GRV Light Duty Utility Vehicle EQP 10,000.00 09/01/22 1 IND Medium Duty Utility Vehicle EQP 22,000.00 09/01/22 1 IND Tractor w/ Front Attachment EQP 70,000.00 09/01/22 1 LYG Heavy Duty Utility Vehicle EQP 30,000.00 09/01/22 2 LYG (2) Light Duty Utility Vehicles EQP 18,000.00 09/01/22 1 NR Bobcat Toolcat EQP 95,000.00 09/01/22 1 REC Trailer EQP 10,000.00 11,055.00 (1,055.00) 2023 HAUL ABOUT #LNX8520TA3, ASSET ID:BA0000454, 5/12/23, SINV00182517 09/01/22 1 RDG Greens Mower EQP 35,000.00 09/01/22 1 SPG Greens Mower EQP 35,000.00 09/01/22 1 SPG Light Duty Utility Vehicle EQP 9,000.00 09/01/22 1 SPG Large Area Turf Sprayer EQP 42,000.00 09/01/22 1 WTR Zero Turn Mower EQP 22,000.00 09/01/22 1 WTR Light Duty Utility Vehicle EQP 10,000.00 09/01/22 1 WLG Light Duty Utility Vehicle EQP 10,000.00 09/01/22 1 WLG Surrounds Mower EQP 40,000.00 09/01/22 1 WLG Turbine Blower EQP 8,500.00 01/31/22 1 HRV Pontiac Loader EQP 40,000.00 40,000.00 - Asset ID:BA0000272, serial #0928HLCXK00746,Resolution#2023- 2584_23-38. Financial transfer with JE011446 in Accounting Date 03/06/202 Total 1,125,677.00 582,720.89 - (29,543.89) OAKLAND COUNTY PARKS & RECREATION COMMISSION Capital Equipment Report Fiscal Month 12, FY2023, as of 9/30/2023 *** Please inform Fiscal Services of any planned changes in budgeted purchases *** 96,510.00 (4,510.00)New 2023 John Deere 310G BACKHOE LOADERASSET ID:BA0000484, 5/17/23, SINV00189919 16 OAKLAND COUNTY PARKS & RECREATION COMMISSION FY2023 Uncollectible Debt Write-offs October 1, 2022 - September 31, 2023 Name (Last, First) OR Type of Case Number Description of Budget Transaction OC BoC Approval Month last four digits of credit card #Debt (if credit card)Revenue Owed Center Date Date (if >$1000)Amount Written-off XXXX9137 Credit Card CB822793539001 Waterpark entry fees RWP 10/08/22 44.00 10/22 XXXX8020 Credit Card CB722870011801 Waterpark entry fees WWP 10/14/22 40.00 10/22 XXXX8020 Credit Card CB722870011901 Waterpark entry fees WWP 10/14/2022 40.00 10/22 XXXX8020 Credit Card CB722870011701 Waterpark entry fees WWP 10/14/2022 60.00 10/22 XXXX3105 Credit Card CB722210163101 Waterpark entry fees WWP 10/31/2022 40.00 12/22 XXXX6264 Credit Card CB722560242701 Waterpark entry fees RWP 11/02/22 110.00 12/22 XXXX3106 Credit Card CB722580077601 Waterpark entry fees RWP 11/02/22 54.00 12/22 XXXX3106 Credit Card CB722580077501 Waterpark entry fees RWP 11/02/22 144.00 12/22 XXXX1421 Credit Card CB722950051001 Waterpark entry fees RWP 11/17/22 36.00 12/22 XXXX7714 Credit Card CB722730066901 Waterpark entry fees RWP 11/03/22 132.00 03/23 XXXX0976 Credit Card CB831804241201 Waterpark entry fees RWP 06/30/23 208.00 08/23 XXXX0997 Credit Card CB831814787201 Waterpark entry fees RWP 07/02/23 156.00 08/23 XXXX7330 Credit Card CB831885048801 Waterpark entry fees RWP 07/09/23 42.00 08/23 XXXX2015 Credit Card CB531890104801 Waterpark entry fees RWP 07/10/23 104.00 08/23 XXXX9198 Credit Card CB731920262901 Waterpark entry fees RWP 07/11/23 108.00 08/23 XXXX0864 Credit Card CB831904069201 Waterpark entry fees RWP 07/10/23 156.00 08/23 XXXX5645 Credit Card CB831944399501 Waterpark entry fees RWP 07/15/23 144.00 08/23 XXXX3304 Credit Card CB831933175401 Waterpark entry fees RWP 07/15/23 144.00 08/23 XXXX8333 Credit Card CB831955521501 Waterpark entry fees RWP 07/16/23 48.00 08/23 XXXX6387 Credit Card CB832074235101 Waterpark entry fees RWP 07/27/23 54.00 08/23 XXXX6736 Credit Card CB832083537101 Waterpark entry fees RWP 07/29/23 52.00 08/23 XXXX5412 Credit Card CB732120003001 Waterpark entry fees RWP 07/31/23 260.00 08/23 XXXX3715 Credit Card CB731920036901 Waterpark entry fees RWP 07/11/23 160.00 08/23 XXXX3715 Credit Card CB731930081301 Waterpark entry fees RWP 07/12/23 160.00 08/23 XXXX4002 Credit Card CB532100103501 Waterpark entry fees RWP 07/31/23 72.00 08/23 XXXX7495 Credit Card CB832113557901 Waterpark entry fees RWP 08/02/23 162.00 08/23 XXXX7495 Credit Card CB832113558001 Waterpark entry fees RWP 08/02/23 72.00 08/23 XXXX2804 Credit Card CB832123660801 Waterpark entry fees RWP 08/03/23 144.00 08/23 XXXX8998 Credit Card CB832183085301 Waterpark entry fees RWP 08/07/23 312.00 08/23 XXXX4142 Credit Card CB832204274601 Waterpark entry fees RWP 08/09/23 104.00 08/23 XXXX9532 Credit Card CB832254006501 Waterpark entry fees RWP 08/14/23 96.00 08/23 XXXX9532 Credit Card CB832254006401 Waterpark entry fees RWP 08/14/23 48.00 08/23 XXXX0216 Credit Card CB832253408501 Waterpark entry fees RWP 08/14/23 156.00 08/23 XXXX0969 Credit Card CB832253058001 Waterpark entry fees RWP 08/14/23 520.00 08/23 XXXX8361 Credit Card CB832245120801 Waterpark entry fees RWP 08/14/23 96.00 08/23 XXXX4001 Credit Card CB532250006001 Waterpark entry fees RWP 08/15/23 650.00 08/23 XXXX9102 Credit Card CB832284082701 Waterpark entry fees RWP 08/17/23 24.00 08/23 XXXX9237 Credit Card CB832283056401 Waterpark entry fees RWP 08/17/23 160.00 08/23 OCPR Uncollectible Debt Write-offs FY2023 11/9/2023 10:51 PM 17 XXXX4293 Credit Card CB832293585501 Waterpark entry fees RWP 08/18/23 528.00 08/23 XXXX4293 Credit Card CB832293585401 Waterpark entry fees RWP 08/18/23 192.00 08/23 XXXX7935 Credit Card CB832314318001 Waterpark entry fees RWP 08/20/23 260.00 08/23 XXXX7935 Credit Card CB832314317901 Waterpark entry fees RWP 08/20/23 260.00 08/23 XXXX6288 Credit Card CB832314311201 Waterpark entry fees RWP 08/20/23 52.00 08/23 XXXX6656 Credit Card CB832344292801 Waterpark entry fees RWP 08/23/23 72.00 08/23 XXXX6656 Credit Card CB832344292701 Waterpark entry fees RWP 08/23/23 48.00 08/23 XXXX2561 Credit Card CB832344285701 Waterpark entry fees RWP 08/23/23 72.00 08/23 XXXX5097 Credit Card CB832384152301 Waterpark entry fees WWP 08/27/23 210.00 08/23 XXXX1525 Credit Card CB832414415701 Waterpark entry fees RWP 08/30/23 120.00 08/23 XXXX0600 Credit Card CB732300118801 Waterpark entry fees RWP 08/18/23 72.00 09/23 XXXX3423 Credit Card CB732330090901 Waterpark entry fees RWP 08/21/23 80.00 09/23 XXXX1729 Credit Card CB832330009701 Waterpark entry fees RWP 08/21/23 72.00 09/23 XXXX0606 Credit Card CB732350294301 Waterpark entry fees RWP 08/23/23 162.00 09/23 XXXX9529 Credit Card CB832360062001 Waterpark entry fees RWP 08/24/23 180.00 09/23 XXXX1085 Credit Card CB732370163101 Waterpark entry fees RWP 08/25/23 78.00 09/23 XXXX1198 Credit Card CB732380074401 Waterpark entry fees RWP 08/26/23 216.00 09/23 XXXX2822 Credit Card CB732400017401 Waterpark entry fees RWP 08/28/23 144.00 09/23 XXXX4022 Credit Card CB732410032301 Waterpark entry fees RWP 08/29/23 96.00 09/23 XXXX1969 Credit Card CB732430089901 Waterpark entry fees RWP 08/31/23 364.00 09/23 XXXX0844 Credit Card CB732430088701 Waterpark entry fees RWP 08/31/23 130.00 09/23 XXXX5342 Credit Card CB732430053201 Waterpark entry fees RWP 08/31/23 130.00 09/23 XXXX6597 Credit Card CB832414594901 Waterpark entry fees RWP 08/31/23 156.00 09/23 XXXX6597 Credit Card CB832414594801 Waterpark entry fees RWP 08/31/23 78.00 09/23 XXXX9757 Credit Card CB832434557301 Waterpark entry fees RWP 09/02/23 520.00 09/23 XXXX8320 Credit Card CB832493393001 Daily Entry HRV 09/08/23 30.00 09/23 XXXX2739 Credit Card CB732020194201 Waterpark entry fees RWP 09/11/23 200.00 09/23 Total 9,634.00$ Oakland County Fiscal Services Policy: If it is determined that a receivable is uncollectible, then amounts up to $1,000 may be written off by approval of the manager of Fiscal Services. All write-offs shall be reported to the Board of Commissioners with the quarterly forecast report. Write-offs in excess of $1,000 require Board of Commissioners’ approval. Authorized by: ________________________________________________ OCPR Uncollectible Debt Write-offs FY2023 11/9/2023 10:51 PM 18 Date Rcpt #Fee Paid Type 10/9/2022 5097018 20.00$ General Contribution 11/4/2022 5120793 2,000.00$ Memorial Bench 11/4/2022 5120802 2,000.00$ Memorial Bench 11/4/2022 5120198 2,000.00$ Memorial Bench 11/20/2022 5124964 40.00$ General Contribution 11/21/2022 5124978 1,000.00$ Bench Plaque 11/21/2022 5124983 1,000.00$ Bench Plaque 12/2/2022 5126372 1.00$ General Contribution 12/7/2022 5126952 2.00$ General Contribution 12/12/2022 5127608 250.00$ Sensory Garden 1/3/2023 5129470 1,000.00$ Bench Plaque 1/3/2023 5129484 1.00$ General Contribution 2/13/2023 5135898 1,000.00$ Bench Plaque 2/14/2023 5136133 20.00$ General Contribution 2/23/2023 5137082 8.00$ General Contribution 3/10/2023 5138457 10.00$ General Contribution 4/5/2023 5145079 50.00$ General Contribution 4/15/2023 5159597 25.00$ General Contribution 4/21/2023 5164534 2,010.00$ Memorial Bench 4/22/2023 5165450 10.00$ General Contribution 4/22/2023 5165457 40.00$ General Contribution 4/25/2023 5167552 40.00$ General Contribution 4/26/2023 5168129 10.00$ General Contribution 5/9/2023 5186880 10.50$ General Contribution 5/11/2023 5190304 1.00$ General Contribution 5/13/2023 5195546 10.00$ General Contribution 5/17/2023 5203597 145.00$ Bench Plaque 6/10/2023 5271166 20.00$ General Contribution 6/17/2023 5290873 10.00$ General Contribution 6/22/2023 5312200 2.00$ General Contribution 7/13/2023 5438863 1.00$ General Contribution 7/31/2023 5538350 2,000.00$ Memorial Bench 7/31/2023 5538313 1,000.00$ Bench Plaque 8/8/2023 5574400 2,000.00$ Memorial Bench 8/26/2023 6013095 5.00$ General Contribution 8/28/2023 6191970 2,000.00$ Memorial Bench 9/24/2023 8282531 17.00$ General Contribution 19,758.50$ FY2023 Total Parks and Rec. Contributions FY2024 19 R/E Fund Name Division Name Fund # (FND) Cost Center (CCN) # Account # (RC/SC) Program # (PRG) Grant ID (GRN) # Budget Fund Affiliate (BFA) Ledger Account Summary Account Title FY 2023 Amendment E Parks and Recreation Planning FND50800 CCN5060104 SC730373 PRG160000 730000 Contracted Services (50,000)$ E Parks and Recreation Planning FND50800 CCN5060104 SC731213 PRG160000 730000 Membership Dues (280) E Parks and Recreation Planning FND50800 CCN5060104 SC731339 PRG160000 730000 Periodicals Books Publ Sub (250) E Parks and Recreation Planning FND50800 CCN5060104 SC731346 PRG160000 730000 Personal Mileage (500) E Parks and Recreation Planning FND50800 CCN5060104 SC731388 PRG160000 730000 Printing (2,000) E Parks and Recreation Planning FND50800 CCN5060104 SC731500 PRG160000 730000 Public Information (2,000) E Parks and Recreation Planning FND50800 CCN5060104 SC731941 PRG160000 730000 Training (500) E Parks and Recreation Planning FND50800 CCN5060104 SC732018 PRG160000 730000 Travel and Conference (2,500) E Parks and Recreation Planning FND50800 CCN5060104 SC732165 PRG160000 730000 Workshops and Meeting (1,500) E Parks and Recreation Planning FND50800 CCN5060104 SC750399 PRG160000 750000 Office Supplies (500) E Parks and Recreation Planning FND50800 CCN5060104 SC750504 PRG160000 750000 Small Tools (5,000) E Parks and Recreation Planning FND50800 CCN5060104 SC750581 PRG160000 750000 Uniforms (200) E Parks and Recreation Planning FND50800 CCN5060104 SC774636 PRG160000 770000 Info Tech Operations (16,700) E Parks and Recreation Planning FND50800 CCN5060104 SC774677 PRG160000 770000 Insurance Fund (2,000) E Parks and Recreation Planning FND50800 CCN5060104 SC778675 PRG160000 770000 Telephone Communications (3,000) E Parks and Recreation Adminstrative Services FND50800 CCN5060101 SC730373 PRG160000 730000 Contracted Services 50,000 E Parks and Recreation Adminstrative Services FND50800 CCN5060101 SC731213 PRG160000 730000 Membership Dues 280 E Parks and Recreation Adminstrative Services FND50800 CCN5060101 SC731339 PRG160000 730000 Periodicals Books Publ Sub 250 E Parks and Recreation Adminstrative Services FND50800 CCN5060101 SC731346 PRG160000 730000 Personal Mileage 500 E Parks and Recreation Adminstrative Services FND50800 CCN5060101 SC731388 PRG160000 730000 Printing 2,000 E Parks and Recreation Adminstrative Services FND50800 CCN5060101 SC731500 PRG160000 730000 Public Information 2,000 E Parks and Recreation Adminstrative Services FND50800 CCN5060101 SC731941 PRG160000 730000 Training 500 E Parks and Recreation Adminstrative Services FND50800 CCN5060101 SC732018 PRG160000 730000 Travel and Conference 2,500 E Parks and Recreation Adminstrative Services FND50800 CCN5060101 SC732165 PRG160000 730000 Workshops and Meeting 1,500 E Parks and Recreation Adminstrative Services FND50800 CCN5060101 SC750399 PRG160000 750000 Office Supplies 500 E Parks and Recreation Adminstrative Services FND50800 CCN5060101 SC750504 PRG160000 750000 Small Tools 5,000 E Parks and Recreation Adminstrative Services FND50800 CCN5060101 SC750581 PRG160000 750000 Uniforms 200 E Parks and Recreation Adminstrative Services FND50800 CCN5060101 SC774636 PRG160000 770000 Info Tech Operations 16,700 E Parks and Recreation Adminstrative Services FND50800 CCN5060101 SC774677 PRG160000 770000 Insurance Fund 2,000 E Parks and Recreation Adminstrative Services FND50800 CCN5060101 SC778675 PRG160000 770000 Telephone Communications 3,000 Total Expenditures -$ Oakland County, Michigan Parks and Recreation reallocation of budget FY23 Schedule "A" WHEREAS a FY 2023 budget amendment is recommended for the Parks and Recreation to reallocate the line item budgets from CCN5060104 Planning to CCN5060101 Administrative Services. Fiscal Years 2024-2026 will be moved during the budget process.; and 20 R/E Fund Name Division Name Fund # (FND) Cost Center (CCN) # Account # (RC/SC) Program # (PRG) Grant ID (GRN) # Project ID # (PROJ) Region (REG) Budget Fund Affiliate (BFA) Ledger Account Summary Account Title FY 2023 Amendment E Parks and Recreation Marketing & Communications FND50800 CCN5060120 SC702010 PRG160000 730000 Salaries (325,758)$ E Parks and Recreation Marketing & Communications FND50800 CCN5060120 SC722740 PRG160000 730000 Fringe Benefits (156,328) E Parks and Recreation Marketing & Communications FND50800 CCN5060120 SC730072 PRG160000 730000 Advertising (243,000) E Parks and Recreation Marketing & Communications FND50800 CCN5060120 SC730373 PRG160000 730000 Contracted Services (133,000) E Parks and Recreation Marketing & Communications FND50800 CCN5060120 SC731213 PRG160000 730000 Membership Dues (100) E Parks and Recreation Marketing & Communications FND50800 CCN5060120 SC731339 PRG160000 730000 Periodicals Books Publ Sub (100) E Parks and Recreation Marketing & Communications FND50800 CCN5060120 SC731346 PRG160000 730000 Personal Mileage (1,000) E Parks and Recreation Marketing & Communications FND50800 CCN5060120 SC731388 PRG160000 730000 Printing (15,000) E Parks and Recreation Marketing & Communications FND50800 CCN5060120 SC731500 PRG160000 730000 Public Information (56,000) E Parks and Recreation Marketing & Communications FND50800 CCN5060120 SC731836 PRG160000 750000 Sponsorship (8,700) E Parks and Recreation Marketing & Communications FND50800 CCN5060120 SC732018 PRG160000 750000 Travel and Conference (1,000) E Parks and Recreation Marketing & Communications FND50800 CCN5060120 SC750399 PRG160000 750000 Office Supplies (500) E Parks and Recreation Marketing & Communications FND50800 CCN5060120 SC750581 PRG160000 770000 Uniforms (200) E Parks and Recreation Marketing & Communications FND50800 CCN5060120 SC774636 PRG160000 770000 Info Tech Operations (27,000) E Parks and Recreation Marketing & Communications FND50800 CCN5060120 SC774677 PRG160000 770000 Insurance Fund (2,000) E Parks and Recreation Marketing & Communications FND50800 CCN5060120 SC778675 PRG160000 730000 Telephone Communications (3,700) E Parks and Recreation Administrative Services FND50800 CCN5060101 SC702010 PRG160000 730000 Salaries 325,758 E Parks and Recreation Administrative Services FND50800 CCN5060101 SC722740 PRG160000 730000 Fringe Benefits 156,328 E Parks and Recreation Administrative Services FND50800 CCN5060101 SC730072 PRG160000 730000 Advertising 243,000 E Parks and Recreation Administrative Services FND50800 CCN5060101 SC730373 PRG160000 730000 Contracted Services 133,000 E Parks and Recreation Administrative Services FND50800 CCN5060101 SC731213 PRG160000 730000 Membership Dues 100 E Parks and Recreation Administrative Services FND50800 CCN5060101 SC731339 PRG160000 730000 Periodicals Books Publ Sub 100 E Parks and Recreation Administrative Services FND50800 CCN5060101 SC731346 PRG160000 730000 Personal Mileage 1,000 E Parks and Recreation Administrative Services FND50800 CCN5060101 SC731388 PRG160000 730000 Printing 15,000 E Parks and Recreation Administrative Services FND50800 CCN5060101 SC731500 PRG160000 730000 Public Information 56,000 E Parks and Recreation Administrative Services FND50800 CCN5060101 SC731836 PRG160000 750000 Sponsorship 8,700 E Parks and Recreation Administrative Services FND50800 CCN5060101 SC732018 PRG160000 750000 Travel and Conference 1,000 E Parks and Recreation Administrative Services FND50800 CCN5060101 SC750399 PRG160000 750000 Office Supplies 500 E Parks and Recreation Administrative Services FND50800 CCN5060101 SC750581 PRG160000 770000 Uniforms 200 E Parks and Recreation Administrative Services FND50800 CCN5060101 SC774636 PRG160000 770000 Info Tech Operations 27,000 E Parks and Recreation Administrative Services FND50800 CCN5060101 SC774677 PRG160000 770000 Insurance Fund 2,000 E Parks and Recreation Administrative Services FND50800 CCN5060101 SC778675 PRG160000 730000 Telephone Communications 3,700 Total Expenditures -$ Oakland County, Michigan Parks and Recreation reallocation of budget FY23 Schedule "A" WHEREAS a FY 2023 budget amendment is recommended for Parks and Recreation to reallocate the line item budgets from CCN5060120 Marketing & Communications to CCN5060101 Administrative Services. Fiscal Years 2024-2026 will be moved during the budget process; and 21 R/E Fund Name Division Name Fund # (FND) Cost Center (CCN) # Account # (RC/SC) Program # (PRG) Grant ID (GRN) # Project ID # (PROJ) Region (REG) Budget Fund Affiliate (BFA) Ledger Account Summary Account Title FY 2023 Amendment R Parks and Recreation Administrative Services FND50800 CCN5060101 RC695500 PRG160000 695000 Transfers In 58,000$ R Parks and Recreation Administrative Services FND50800 CCN5060101 RC610313 PRG160000 610000 Federal Operating Grants 10,364$ R Parks and Recreation Administrative Services FND50800 CCN5060101 RD690189 PRG160000 690000 Capital Asset Contributions 80,260$ Total Revenues 148,624$ E Parks and Recreation Administrative Services FND50800 CCN5060101 SC730037 PRG160000 730000 Adj Prior Years Exp 13,210$ E Parks and Recreation Natural Resources FND50800 CCN5060103 SC730037 PRG160431 730000 Adj Prior Years Exp 67 E Parks and Recreation Recreation Programs & Commun FND50800 CCN5060110 SC730037 PRG160700 730000 Adj Prior Years Exp 4,758 E Parks and Recreation Marketing & Communications FND50800 CCN5060120 SC730037 PRG160000 730000 Adj Prior Years Exp 2,695 E Parks and Recreation Facilities Maintenance FND50800 CCN5060146 SC730037 PRG160700 730000 Adj Prior Years Exp 69 E Parks and Recreation Addison Oaks FND50800 CCN5060150 SC730037 PRG160710 730000 Adj Prior Years Exp 2,060 E Parks and Recreation Groveland Oaks FND50800 CCN5060152 SC730037 PRG160710 730000 Adj Prior Years Exp 9,690 E Parks and Recreation Holly Oaks FND50800 CCN5060154 SC730037 PRG160700 730000 Adj Prior Years Exp 3,004 E Parks and Recreation Independence Oaks FND50800 CCN5060160 SC730037 PRG160700 730000 Adj Prior Years Exp 363 E Parks and Recreation Orion Oaks FND50800 CCN5060162 SC730037 PRG160700 730000 Adj Prior Years Exp 537 E Parks and Recreation Waterford Oaks FND50800 CCN5060164 SC730037 PRG160500 730000 Adj Prior Years Exp 83 E Parks and Recreation Waterford Oaks FND50800 CCN5060164 SC730037 PRG160700 730000 Adj Prior Years Exp 1,630 E Parks and Recreation Waterford Oaks FND50800 CCN5060164 SC730037 PRG160740 730000 Adj Prior Years Exp 363 E Parks and Recreation Glen Oaks FND50800 CCN5060172 SC730037 PRG160010 730000 Adj Prior Years Exp 1,956 E Parks and Recreation Glen Oaks FND50800 CCN5060172 SC730037 PRG160720 730000 Adj Prior Years Exp 530 E Parks and Recreation Lyon Oaks FND50800 CCN5060174 SC730037 PRG160010 730000 Adj Prior Years Exp (650) E Parks and Recreation Lyon Oaks FND50800 CCN5060174 SC730037 PRG160720 730000 Adj Prior Years Exp 2,998 E Parks and Recreation Red Oaks FND50800 CCN5060176 SC730037 PRG160010 730000 Adj Prior Years Exp 21,306 E Parks and Recreation Red Oaks FND50800 CCN5060176 SC730037 PRG160740 730000 Adj Prior Years Exp 2,087 E Parks and Recreation Springfield Oaks FND50800 CCN5060178 SC730037 PRG160010 730000 Adj Prior Years Exp (1,101) E Parks and Recreation Springfield Oaks FND50800 CCN5060178 SC730037 PRG160700 730000 Adj Prior Years Exp 569 E Parks and Recreation White Lake Oaks FND50800 CCN5060180 SC730037 PRG160010 730000 Adj Prior Years Exp (505) E Parks and Recreation Waterford Oaks FND50800 CCN5060164 SC731633 PRG160700 730000 Rental Property Maintenance 13,400 E Parks and Recreation Addison Oaks FND50800 CCN5060150 SC730198 PRG160710 730000 Building Maintenance Charges 13,357 E Parks and Recreation Addison Oaks Park FND50800 CCN5060150 SC730814 PRG160720 730000 Grounds Maintenance 6,505 E Parks and Recreation Administrative Services FND50800 CCN5060101 SC730198 PRG160000 730000 Building Maintenance Charges 15,550 E Parks and Recreation Administrative Services FND50800 CCN5060101 SC730789 PRG160000 730000 General Program Administration 13,600 E Parks and Recreation Glen Oaks Golf FND50800 CCN5060172 SC730198 PRG160010 730000 Building Maintenance Charges 2,765 E Parks and Recreation Glen Oaks Golf FND50800 CCN5060172 SC730814 PRG160010 730000 Grounds Maintenance 18,405 E Parks and Recreation Groveland Oaks Park FND50800 CCN5060152 SC730814 PRG160710 730000 Grounds Maintenance 5,261 E Parks and Recreation Independence Oaks Park FND50800 CCN5060160 SC730198 PRG160700 730000 Building Maintenance Charges 2,300 E Parks and Recreation Lyon Oaks FND50800 CCN5060174 SC730198 PRG160700 730000 Building Maintenance Charges 10,515 E Parks and Recreation Red Oaks Park FND50800 CCN5060176 SC730198 PRG160700 730000 Building Maintenance Charges 17,325 E Parks and Recreation White Lake Oaks Conf Cent FND50800 CCN5060180 SC730198 PRG160720 730000 Building Maintenance Charges 375 E Parks and Recreation Waterford Oaks FND50800 CCN5060164 SC730814 PRG160500 730000 Grounds Maintenance 30,285 E Parks and Recreation Facilities Maintenance FND50800 CCN5060910 SC730789 PRG106430 730000 General Program Administration (136,244) E Parks and Recreation Addison Oaks Park FND50800 CCN5060150 SC730814 PRG160720 730000 Grounds Maintenance 10,681 E Parks and Recreation Catalpa Oaks Park FND50800 CCN5060170 SC730814 PRG160700 730000 Grounds Maintenance 2,095 E Parks and Recreation Glen Oaks Golf FND50800 CCN5060172 SC730198 PRG160010 730000 Building Maintenance Charges 891 E Parks and Recreation Glen Oaks Golf FND50800 CCN5060172 SC730814 PRG160010 730000 Grounds Maintenance 1,550 E Parks and Recreation Groveland Oaks Park FND50800 CCN5060152 SC730198 PRG160710 730000 Building Maintenance Charges 183 E Parks and Recreation Groveland Oaks Park FND50800 CCN5060152 SC730814 PRG160710 730000 Grounds Maintenance 37,000 E Parks and Recreation Independence Oaks Park FND50800 CCN5060160 SC730198 PRG160700 730000 Building Maintenance Charges 2,686 E Parks and Recreation Independence Oaks Park FND50800 CCN5060160 SC730814 PRG160700 730000 Grounds Maintenance 3,122 E Parks and Recreation Red Oaks Park FND50800 CCN5060176 SC730814 PRG160700 730000 Grounds Maintenance 6,809 E Parks and Recreation PR Springfield Oaks FND50800 CCN5060178 SC730814 PRG160010 730000 Grounds Maintenance 7,800 E Parks and Recreation White Lake Oaks Golf FND50800 CCN5060180 SC730814 PRG160010 730000 Grounds Maintenance 1,027 E Parks and Recreation Waterford Oaks Park FND50800 CCN5060164 SC730814 PRG160700 730000 Grounds Maintenance 3,148 E Parks and Recreation Facilities Maintenance FND50800 CCN5060910 SC730789 PRG106430 730000 General Program Administration (76,991) E Parks and Recreation Administrative Services FND50800 CCN5060101 SC778675 PRG160000 796500 Budgeted Equity Adjustments 69,505 Total Expenditures 148,624$ Oakland County, Michigan Parks and Recreation 2nd Quarter Budget Amendments Schedule "A" WHEREAS a FY 2023 budget amendment is recommended for Parks and Recreation reflecting operating transfer-in related to Trailways Development Agreement; unbudgeted capital contribution from the DNR for parking lot pavement at the ORV; funds received for the Restoring Riparian Habitat and Connectivity to the Shiawassee River by Removing Mill Pond Damn project; prior year payments; Rental Property Maintenance; Waterford Oaks rental home water restoration; and allocate funds from General Program Administration account to various parks incurring maintenance project costs during the first and second quarter of FY2023. 22 R/E Fund Name Division Name Fund # (FND)Cost Center (CCN) # Account # (RC/SC) Program # (PRG) Grant ID (GRN) # Project ID # (PROJ) Region (REG) Budget Fund Affiliate (BFA) Ledger Account Summary Account Title FY 2023 Amendment FY 2024 Amendment FY 2025 Amendment E Parks and Recreation Addison Oaks Park FND5080 CCN5060150 SC730198 PRG160720 730000 Building Maint Charges 919$ - - E Parks and Recreation Addison Oaks FND5080 CCN5060150 SC730814 PRG160710 730000 Grounds Maint $ 12,629 E Parks and Recreation Administrative Services FND5080 CCN5060101 SC730814 PRG160000 730000 Grounds Maint $ 13,050 E Parks and Recreation Glen Oaks FND5080 CCN5060172 SC730198 PRG160010 730000 Building Maint Charges $ 9,985 E Parks and Recreation Glen Oaks FND5080 CCN5060172 SC730814 PRG160010 730000 Grounds Maint $ 13,410 E Parks and Recreation Groveland Oaks Park FND5080 CCN5060152 SC730198 PRG160710 730000 Building Maint Charges $ 1,388 E Parks and Recreation Groveland Oaks FND5080 CCN5060152 SC730814 PRG160710 730000 Grounds Maint $ 63,267 E Parks and Recreation Independence Oaks FND5080 CCN5060160 SC730198 PRG160700 730000 Building Maint Charges $ 16,535 E Parks and Recreation Independence Oaks FND5080 CCN5060160 SC730814 PRG160700 730000 Grounds Maint $ 3,400 E Parks and Recreation Orion Oaks FND5080 CCN5060162 SC730198 PRG160700 730000 Building Maint Charges $ 2,307 E Parks and Recreation Red Oaks Park FND5080 CCN5060176 SC730198 PRG160700 730000 Building Maint Charges $ 36,380 E Parks and Recreation Red Oaks Park FND5080 CCN5060176 SC730814 PRG160700 730000 Grounds Maint $ 4,603 E Parks and Recreation Waterford Oaks FND5080 CCN5060164 SC730198 PRG160700 730000 Building Maint Charges $ 59 E Parks and Recreation Waterford Oaks FND5080 CCN5060164 SC730814 PRG160700 730000 Grounds Maint $ 33,257 E Parks and Recreation Facilities Maintenance FND5080 CCN5060910 SC730789 PRG106430 730000 General Program Admin $ (211,189) Total Expenditures -$ -$ -$ Oakland County Parks and Recreation Commission Facilities Maintenance Quarterly Transfer Report FY2023 THIRD QUARTER Schedule "A" DETAIL WHEREAS a budget amendment is recommended for Parks and Recreation for 3rd Quarter transfers; and 23 R/E Fund Name Division Name Fund # (FND)Cost Center (CCN) # Account # (RC/SC) Program # (PRG) Grant ID (GRN) # Project ID # (PROJ) Region (REG) Budget Fund Affiliate (BFA) Ledger Account Summary Account Title FY 2023 Amendment FY 2024 Amendment FY 2025 Amendment E General Fund Economic Development FND10100 CCN1090101 SC731822 PRG171000 730000 Special Projects (25,000)$ - - E General Fund Economic Development FND10100 CCN1090101 SC788001 PRG171000 788001 Transfers Out 25,000$ Total Expendiures -$ -$ -$ E Parks and Recreation Recreation Programs & Community Services FND50800 CCN5060110 RC695500 PRG160700 695500 Transfers In 25,000$ - - Total Revenues 25,000$ -$ -$ E Parks and Recreation Recreation Programs & Community Services FND50800 CCN5060110 SC750154 PRG160700 750000 Expendable Equipment 25,000$ - - Total Expenditures 75,000$ -$ -$ Parks and Recreation - Special Project Sponsorship of the Rochester Fire & Ice Festival Oakland County, Michigan Schedule "A" DETAIL WHEREAS a budget amendment is recommended for the Fire & Ice Festival is to help increase interest and commerce to local businesses and restaurants at a time of year that is traditionally slower and to provide opportunities for winter recreation and social activities transfer from Economic Development to Parks and Recreation; and 24 R/E Fund Name Division Name Fund # (FND)Cost Center (CCN) # Account # (RC/SC) Program # (PRG) Grant ID (GRN) # Project ID # (PROJ) Region (REG) Budget Fund Affiliate (BFA) Ledger Account Summary Account Title FY 2023 Amendment FY 2024 Amendment FY 2025 Amendment E General Fund Board of Commissioners FND10100 CCN5010101 SC731822 PRG180010 730000 Special Projects (58,000)$ - - E General Fund Board of Commissioners FND10100 CCN5010101 SC788001 PRG180010 780000 Transfers Out 58,000 - - Total Expenditures -$ -$ -$ Waterford Trailways Project Oakland County, Michigan Schedule "A" DETAIL WHEREAS a budget amendment is recommended to correct actuals from a Transfer In from the Board of Commisioners Special Projects to partially fund Waterford Trailways; and 25 R/E Fund Name Division Name Fund # (FND)Cost Center (CCN) # Account # (RC/SC) Program # (PRG) Grant ID (GRN) # Project ID # (PROJ) Region (REG) Budget Fund Affiliate (BFA) Ledger Account Summary Account Title FY 2023 Amendment FY 2024 Amendment FY 2025 Amendment E Parks and Recreation PR Addison Oaks FND5080 0 CCN5060150 SC730198 PRG160710 730000 Building Maint Charges $ 13,800 -$ -$ E Parks and Recreation PR Addison Oaks FND5080 0 CCN5060150 SC730814 PRG160710 730000 Grounds Maintenance 24,135 - - E Parks and Recreation PR Catalpa Oaks FND5080 0 CCN5060170 SC730198 PRG160700 730000 Building Maint Charges 15,923 - - E Parks and Recreation PR Glen Oaks FND5080 0 CCN5060172 SC730198 PRG160010 730000 Building Maint Charges 10,232 - - E Parks and Recreation PR Glen Oaks FND5080 0 CCN5060172 SC730814 PRG160010 730000 Grounds Maintenance 24,600 - - E Parks and Recreation PR Groveland Oaks FND5080 0 CCN5060152 SC730814 PRG160710 730000 Grounds Maintenance 2,198 - - E Parks and Recreation PR Independence Oaks FND5080 0 CCN5060160 SC730789 PRG160700 730000 General Program Administration 5,014 - - E Parks and Recreation PR Lyon Oaks FND5080 0 CCN5060174 SC730198 PRG160700 730000 Building Maint Charges 19,560 - - E Parks and Recreation PR Orion Oaks FND5080 0 CCN5060162 SC730814 PRG160700 730000 Grounds Maintenance 14,842 - - E Parks and Recreation PR Red Oaks FND5080 0 CCN5060176 SC730198 PRG160700 730000 Building Maint Charges 2,762 - - E Parks and Recreation PR Red Oaks FND5080 0 CCN5060176 SC730814 PRG160700 730000 Grounds Maintenance 167,439 - - E Parks and Recreation PR Springfield Oaks FND5080 0 CCN5060178 SC730198 PRG160700 730000 Building Maint Charges 2,376 - - E Parks and Recreation PR Springfield Oaks FND5080 0 CCN5060178 SC730814 PRG160700 730000 Grounds Maintenance 1,384 - - E Parks and Recreation PR Waterford Oaks FND5080 0 CCN5060164 SC730198 PRG160700 730000 Building Maint Charges 2,624 - - E Parks and Recreation Facilities Maintenance FND5080 0 CCN5060910 SC730789 PRG106430 730000 General Program Administration (306,889)- - Total Expenditures -$ -$ -$ Oakland County Parks and Recreation Commission Facilities Maintenance Quarterly Transfer Report FY2023 FOURTH QUARTER Oakland County, Michigan Schedule "A" DETAIL WHEREAS a budget amendment is recommended for Parks and Recreation for 4th Quarter transfers; and 26 2800 Watkins Lake Road, Waterford, MI 48328 248-858-0906 OaklandCountyParks.com Memo To: Parks and Recreation Commission From: Chris Ward Date: January 19, 2024 Re: Director’s Report 2024 mParks Fellowship Award and Conference The mParks Fellowship Award is presented to a member who consistently demonstrates significant investment, support, and guidance to fellow professionals. Honorees exemplify the highest level of professionalism in all aspects of our profession, in his or her own organization and within the membership of mParks. Congratulations go to Jim Dunleavy on his selection for the 2024 mParks Fellowship Award. The award will be presented at the mParks Conference & Trade Show scheduled for February 27 - March 1 at the Radisson Plaza Hotel at Kalamazoo Center. Please let us know if you are interested in attending this year’s conference. Email or call Heather Hughes at hughesh@oakgov.com and (248) 975-9717 for more information. 2024 Fireworks and Flannels Event Cancellation The Commission was briefed on Fireworks & Flannels, an exciting new event that we were planning to host at Waterford Oaks this winter. After much deliberation, a decision was made not to move forward with this year’s event due to potential conflicts with another very popular and well publicized winter event that would be held on the same date. We were disappointed by this temporary setback but are eager to move forward with the event next year with the benefit of additional time to plan and build partnerships in the community to ensure it’s a big success. Department of Interior Phragmite Control Partnership Two of our staff members, Kegan Schildberg and Shayne Skolnik, were recently recognized by the Department of Interior for their support during the last two summers of a research project being conducted to develop a new management approach for the control of the invasive species Phragmites australis. RETURN TO AGENDA Turtle Woods Trust Fund Acquisition Grant Plan We were all disappointed with the decision of the Michigan Natural Resources Trust Fund Board in December not to approve our grant application to fund the acquisition of the Turtle Woods property in Troy. There is reason for optimism that our request will be successful in 2024. The owner of the property, the Troy School District, has indicated a willingness to discount the value of the property by an additional 25%, increasing the overall local match amount to more than 50%. Our application would receive an additional 25 points under the DNR’s scoring criteria and the maximum possible score possible for this property. It is possible that other proposals could be submitted that would score higher due to unique attributes (like improving recreational access to a river or lake for instance) but we will have done everything within our control to improve the odds of success. Entrance Sign Design/Logo Refresh We have discussed the need to update the entrance signs at our park facilities for consistency and improved branding consistent with our core values. Staff have worked with our marketing consultant, Crimson, to develop a new standard sign design aesthetic. Crimson provided multiple sign design options and have also recommended options to refresh our logo. The Executive Committee reviewed these proposals and has narrowed the choices to a limited number of options to help us reach a decision. Crimson is making a few changes based on their input. I will present these options at the Commission meeting in the hope that consensus can be reached so staff can move forward with implementation. Oakland County Parks and Recreation Upcoming Events – February 2024 Active Adults February 6 Brandon Library - Saginaw Trail Presentation February 19 History of Farmington's Masonic Lodge and its connections to Glen Oaks February 21 Fireside Chat – Mary Parker, John Anderson & other Freedom Seekers February 24 Genesee County Historical Society - Challenges of Researching the Underground Railroad February 29 Birmingham Next – Indigenous Connections to Oakland County Parks Adaptive February 13 Cupids & Cupcakes – Waterford Oaks Mobile Recreation February 17 Mobile Stage: OCPRC Rec Program 5K Race Nature Education Field Trips & Birthday Parties February 6 Active Adult Center of Madison Heights Field Trip – Red Oaks Nature Center February 10 Dahlia’s 3rd Birthday Party – Red Oaks Nature Center February 10 Charlie’s 7th Birthday Party – Red Oaks Nature Center February 17 Rosie Badge Field Trip - Red Oaks Nature Center Homeschool Series February 8 Astronomy: Winter Night Sky - Red Oaks Nature Center February 14 Astronomy: Winter Night Sky – Wint Nature Center Outreach February 1 Gretchko Elementary School Starlab Outreach – Wint Nature Center February 2 Gretchko Elementary School Starlab Outreach – Wint Nature Center February 18 Outdoor Adventure Center Starlab Outreach – Red Oaks Nature Center Public Nature Programs February 2 Morning Munchkins – Red Oaks Nature Center February 9 Puddle Jumpers – Wint Nature Center February 10 DIY Pottery: Mini Succulent Garden – Wint Nature Center February 16 Playful Yoga for Little Ones – Wint Nature Center February 24 Maple Magic – Red Oaks Nature Center Oakland County Market February 10 Cooking with edibleWOW February 14 Gleaners Food Distribution February 24 Cooking with edibleWOW February 28 Gleaners Food Distribution Oakland County Parks and Recreation Upcoming Events – February 2024 Springfield Oaks Mon-Thurs Grand Hall – Evening Pickleball Tue, Thurs Grand Hall – Afternoon Pickleball February 10 Grand Hall – Corn Hole Tournament February 16-26 Carousel Hall – Early Election Polls February 18 Clubhouse – Private Baby Shower Special Events February 17 PJ 5K – Waterford Oaks Park Oakland County Sheriff’s Office Parks Unit 2023 Year End Report The Parks Unit provides contractual law enforcement services to all Oakland County owned parks, golf courses, water parks, and dog parks. • Addison Oaks • Catalpa Oaks • Farmers Market • Glen Oaks • Groveland Oaks • Highland Oaks • Holly Oaks • Independence Oaks • Lyon Oaks • Orion Oaks • Pontiac Oaks • Red Oaks • Rose Oaks • Southfield Oaks • Springfield Oaks • Waterford Oaks • White Lake Oaks Addison Oaks and Groveland Oaks both offer onsite camping with all the amenities. Both campgrounds offer trails, hiking, biking, swimming, and a host of activities for families to enjoy. Catalpa Oaks has four soccer fields, a playground and walking pathways. Catalpa Oaks is also home to the Great Marshmallow Drop, drawing more than 5,000 participants each year. Red Oaks, Orion Oaks and Lyon Oaks all have dog parks. Red Oaks has a nature center, trails, dog park, and a wave pool. Lyon Oaks has a golf course, soccer fields, dog parks, and trails. Orion Oaks has a boat launch, trails, and dog pens. Pontiac Oaks has a boat launch, trails and outside activity center, Holly Oaks is an off-road vehicle park with challenging hills and designed courses to navigate, Waterford Oaks has a nature center, trails, BMX track, tennis courts and a wave pool, Glen Oaks, Springfield Oaks and While Lake Oaks are beautiful state of the art golf courses. Springfield Oaks is home to the Oakland County 4-H Fair which has hosted record crowds over the last three years. Independence Oaks offers 1,268 acres of lakes, plenty of trails to explore while enjoying a breath-taking view of nature. Park Deputies provide both a visible patrol force and police services within the parks. Mountain Bike Patrol The Mountain Bike Patrol is used in a wide variety of police missions within the parks. They are used for routine patrol, community, and public relations, searching for lost children and other related missions. The Mountain Bike Patrol has proven to be an asset at major public events in Oakland County such as the 4 – H Fair, Antique Festival, Marshmallow Drop, Back Road Marathon, and other details. Deer Stand Compliance & Controlled Hunting Park Deputies are responsible for deer stand compliance and supervising controlled hunts throughout the County Parks. Controlled hunts did not take place in 2023. The Park deputies search for tree stands, ground blinds and trail cameras. The deputies ensure the blinds are recorded and are compliant with park rules and the State of Michigan. For the hunting season 2023, (252) two hundred and fifty-two blinds were inspected. Deer Blind Compliance Inspections During Hunting Season 2023: Addison Oaks (24) Deer hunting blind inspections completed. Highland Oaks (39) Deer hunting blind inspections completed. Independence Oaks (34) Deer hunting blind inspections completed. Lyon Oaks (97) Deer hunting blind inspections completed. Orion Oaks (38) Deer hunting blind inspections completed. Rose Oaks (17) Deer hunting blind inspections completed. Springfield Oaks (3) Deer hunting blind inspections completed. Tree stand located near the golf course. Waterford Oaks Large apple bait pile located near Look Out Lodge. No tree blinds located. Bait pile removed. Park Unit Calls for Service (CFS) Park Deputies responded to 8739 Calls for Service during 2023. Column10 1000 2000 3000 4000 5000 6000 7000 8000 9000 10000 2008 2009 2010 2011 2012 2013 2014 2015 2016 2017 2018 2019 2020 2021 2022 2023 1172 1107 1303 670 1366 1215 1136 1189 1065 851 1002 3998 6183 9515 8744 8739 Park Unit Calls for Service Animal Complaints 41 Area Check/Extra Patrol 7055 Arrest 8 Felony 2 Misdemeanor 6 Assault & Battery 5 Assist Citizen 162 CSC Criminal Sexual Conduct 1 Disorderly Conduct 11 Dumping Complaints 3 Family Trouble 6 Found Property 13 Harassment 1 Intoxicated Persons 5 Juvenile Complaints 21 Larceny Complaints 8 Lost Child 5 Lost Property 12 MDOP Property 5 Animal Complaints, 41 Arrest /Misd, 6 Arrest / Felony, 2 Assault & Battery, 5 CSC, 1 Disordely conduct, 11 Dumping complaints, 3 Family trouble, 6 Weapon complaints, 3 Harassment, 3 Intoxicated person, 5 Juvenile Complaints, 21 Larceny Complaints, 8 Lost child, 5 Traffic accidents, 11 MDOP property, 5 Medicals, 24 Neighbor trouble, 21 Noise complaints, 18 Susp circumstances, 30 Traffic complaints, 35 Animal Complaints Arrest /Misd Arrest / Felony Assault & Battery CSC Disordely conduct Dumping… Family trouble Weapon complaints Harassment Intoxicated person Juvenile Complaints Larceny Complaints Lost child Traffic accidents MDOP property Medicals Neighbor trouble Noise complaints Susp circumstances Traffic complaints 0 5 10 15 20 25 30 35 40 45 Calls for Service 8739 Medical Assist 24 Neighbor Trouble 21 Noise Complaints 18 Open Buildings 9 Parking Complaints 9 Park Rule Violations 8 Public Relations 52 Signal X (Bank Deposits) 51 Suspicious Circumstance 30 Traffic Accidents 11 Traffic Complaints 36 Trespass 2 Weapon Complaints 3 Weather Emergency 1 Welfare Check 8 Vehicle Lockouts 14 Addison Oaks CFS – Calls for service (2028) (1) Animal complaint. (31) Assist citizens. (1936) Area checks / Extra Patrol. (1) Domestic assault – Arrest (1) Found property. (1) Home invasion – Arrest. (1) Larceny. (1) MDOP – Malicious destruction of property. (8) Medicals. (2) Neighbor trouble. (8) Noise complaints. (7) Suspicious circumstances. (1) Traffic accidents. (20) Traffic complaints. (1) UDAA – Stolen vehicle – Arrest (8) Vehicle lockouts. (1) Welfare check. Catalpa Oaks CFS – Calls for service (28) (28) Area check / Extra patrol. Glen Oaks CFS – Calls for service (4) (2) Area check / Extra patrol (2) Dumping complaints. Groveland Oaks CFS – Calls for service (919) (23) Animal complaint. (1) Assault and battery. (78) Assist citizens. (631) Area checks / Extra Patrol. (1) Civil matter. (3) Disorderly conduct – Arrest. (1) Family trouble. (1) Fireworks complaint. (2) Follow up investigations. (7) Found property. (18) Juvenile complaints. (1) Larceny. (1) Leud & lascivious conduct – Sex in public bathrooms. (8) Lost property. (1) MDOP – Malicious destruction of property. (3) Medicals. (16) Neighbor trouble. (10) Noise complaints. (9) Open buildings. (8) Park rules & Regulations violations. (52) Public relations. (14) Suspicious circumstances. (2) Traffic accidents. (12) Traffic complaints. (5) Traffic offenses. (1) Traffic / Road hazard. (1) Trespassing. (1) UDAA – Stolen vehicle – Arrest (2) Vehicle lockouts. (2) Weapons complaints. (1) Weather emergency. (5) Welfare check. Highland Oaks CFS – Calls for service (66) (2) Animal complaints. (63) Area checks / Extra patrol. (1) MDOP – Malicious destruction of property. Holly Oaks CFS – Calls for service (385) (14) Assist citizens. (359) Area checks / Extra patrol. (1) Found property. (1) Lost property. (1) MDOP – Malicious destruction of property. (4) Public relations. (1) Suspicious circumstances. (1) Traffic accident (2) Traffic complaints. (1) Vehicle alarm. Lyon Oaks CFS – Calls for service (154) (146) Area checks / Extra patrol. (2) Disorderly person. (1) Harassing communications. (2) Larceny from a vehicle. (1) Larceny of a trail camera. (1) Neighbor trouble. (1) Welfare check. Orion Oaks CFS- Calls for service (565) (5) Animal complaints. (547) Area check / Extra patrol. (2) Assault and Battery – Arrest. (3) Assist citizen. (1) Found property. (3) Larceny from vehicle. (1) Medical. (5) Parking complaints. (2) Traffic accidents. (1) Vehicle lockout. Pontiac Oaks CFS – Calls for service (33) (31) Area checks / Extra patrols. (1) Lost property. (1) Traffic complaint. Red Oaks CFS – Calls for service (906) (5) Animal complaint. (26) Assist citizens. (813) Area checks / Extra Patrol. (1) (CSC) Criminal sexual conduct #4. (4) Family trouble. (2) Found property. (2) Juvenile complaints. (1) Lost property. (1) Medicals. (3) Neighbor trouble. (38) Signal X – Money drop. (3) Suspicious circumstances. (3) Traffic complaints. (1) Trespassing. (3) Vehicle lockouts. Rose Oaks CFS – Calls for service (66) (2) Animal complaints (62) Area checks / Extra patrols. (1) Dumping complaint. (1) Welfare check. Springfield Oaks CFS – Calls for service (272) (2) Animal complaint. (1) Assault and battery. (6) Assist citizens. (221) Area checks / Extra Patrol. (1) Disorderly conduct – Arrest. (1) Family trouble. (5) Intoxicated persons. (1) Juvenile complaint. (5) Lost child / Missing person (1) Lost property. (10) Medicals. (2) Parking complaint. (2) Signal X – Money drop. (3) Suspicious circumstances. (5) Traffic accidents. (6) Vehicle lockouts. Waterford Oaks CFS – Calls for service (2186) (1) Animal complaint. (1) Assault weapon – Felony – Arrest. (4) Assist citizens. (2) Assist motorist. (2156) Area checks / Extra Patrol. (1) Employee trouble. (1) Escape Children Village – Two arrested. (1) Found property. (1) MDOP – Malicious destruction of property. (1) Medicals. (4) Parking complaint. (11) Signal X – Money drop. (2) Suspicious circumstances. White Lake Oaks CFS – Calls for service (59) (58) Area check / Extra patrol. (1) Civil matter. Park Unit Reports (CR’s) Written Park Deputies authored 74 reports during 2023. Park Unit Special Details The Park Unit was tasked with special details, in addition to providing police services to the many parks we patrol. The 4-H Oakland County Fair is held at Springfield Oaks and was founded by the Milford Agricultural Society in the 1880's. It was an annual event that was held until World War II in 1940. The Fair returned as an annual event again in 1945. As society has grown and changed so has the role of the Fair. While the Fair has remained a source of community it now serves as an educational opportunity, a connection with agriculture and family friendly entertainment. The mission of the Oakland County Fair is to provide a public educational showcase of our youth through hands-on experience Column10 50 100 150 200 250 2006 2007 2008 2009 2010 2012 2013 2014 2015 2016 2017 2018 2019 2020 2021 2022 2023 244 205 120 100 69 65 91 87 123 102 112 121 120 60 105 97 74 Park Unit Written Reports with exhibits, demonstrations, and presentations as young people develop life skills in a family atmosphere. In 2023, there were several Calls for Service including medical emergencies, assist citizens and several lost/found child incidents, but no major significant Calls for Service to note. The Sheriff Office Parks Division provides between 12 to 15 deputies daily for the event. The event lasted ten days and has been heavily attended with record attendance the last three years. The Michigan Antique Festival is a two-day event held at Springfield Oaks Park in the spring and fall each year. The festival features unique displays of vintage items, high end antiques, and a huge classic car show. Food and beverages are also served during the event. The Sheriff Office Parks Division provides two deputies for the event. Both events were heavily attended with record setting numbers. The Back Roads Half Marathon is a one-day event held at Independence Oaks Park. The event is a 5K & 10K marathon with approximately 500 participants. Following the event is a post-race celebration with live music, food, and beverages. The Sheriff Office Parks Division provides five deputies for the event. The Detroit 4Fest is a two-day event held at the Holly Oaks ORV Park. The event features 4 wheel off roading, with trails to explore, hills to climb, rock courses to test your skills, and acres of area to enjoy driving your off-road vehicle. The event also features food trucks, beverages, venders, shopping, and off-road driving training. The Sheriff Office Parks Division provides two deputies for the event. The De Ronde van Grampian Gravel Race is a one-day event held at Addison Oaks Park. The event is a 25/50-mile gravel bike race. The event also features food, beverages, venders, shopping, and mechanical support. The Sheriff Office Parks Division provides two deputies for the event. Park Unit Training Park deputies participated in the following training in 2023, which included: • Sheriff’s Office In-Service Training (8-hour training twice per year) • Mandatory on-line training • Monthly Firearm/Weapons Training & Qualification • Park Unit Meetings • Park Unit Training Holly ORV Park The 106-acre Holly Oaks ORV Park opened Sept. 17, 2020. The Park is a joint State- County project, operated by Oakland County Parks and Recreation in partnership with the Michigan Department of Natural Resources via a 20-year operating agreement (with a 10-year renewal). The Park, consisting of former and active sand and gravel mines, is located off I-75 (at Grange Hall) and Dixie Highway across from Groveland Oaks County Park and Campground. Holly Oaks is open to all types of ORVs, including full- size vehicles, side-by-side, all-terrain vehicles, and motorcycles. Command Summary To recap 2023, the success of the Park Unit is a direct reflection of the daily hard work and dedication by every deputy and command officer within the unit. 2023 presented new challenges due to a reduction in staff. We lost one full time deputy position and had a sergeant position reduced to a part time position. We had to continually adjust work schedules and at times we were unable to fill all our contracted positions. Park’s deputies adapted well to these challenges while continuing to provide service at a high level. Their continued dedication to duty, professionalism, teamwork, and expertise is greatly appreciated. Sincerely, Lieutenant Brent Miles