PARKS & RECREATION BOARD 2013/03/19 Packet
THE CITY OF LAKE FOREST
PARKS AND RECREATION BOARD
MARCH 19, 2013
6:30PM
CITY HALL
LAKE FOREST, ILLINOIS
AGENDA
I. CALL TO ORDER & ROLL CALL
Curt Volkmann, Chairman
David Brush
Steve Hill
Dan Jasica
Scott Schappe
Lauren Turelli
Paul “Skoo” Walker
Daniel Saffrin, Student Member
II. APPROVAL OF MINUTES
A. Approval of February 19, 2013 Parks and Recreation Board Meeting
B. March 6, 2013 Board Social With Spouses-no minutes required
III. NSSRA CAPITAL AND FACILITY ACQUISITION PLAN—Presented by Craig
Culp, Executive Director
IV. RECREATION TRANSPORTATION BID—Presented by Joe Mobile, Program
Manager
V. DEERPATH GOLF COURSE SEASON OPENING UPDATE—Presented by Jeff
Wait, Superintendent of Special Facilities
VI. DIRECTOR’S REPORT
A. Upcoming Programs and Events
B. Other
VII. COMMENTS BY BOARD MEMBERS
VIII. OPPORTUNITIES FOR THE PUBLIC TO ADDRESS THE BOARD ON ITEMS NOT
LISTED ON THE AGENDA
IX. ADJOURNMENT
The City of Lake Forest
Parks and Recreation Board
Meeting Minutes
February 19, 2013
I. Call to Order
The Parks and Recreation Board Meeting were called to order by Chairman Volkmann at
6:30p.m. The following were present:
Board Members: Mr. David Brush
Mr. Steve Hill
Mr. Dan Jasica
Mr. Scott Schappe – 6:41 p.m.
Mr. Curt Volkmann, Chairman
Mr. Daniel Saffrin, Student Member
Staff: Ms. Mary Van Arsdale, Director of Parks and Recreation
Mr. Chuck Myers, Superintendent of Parks & Forestry
Ms. Sally Swarthout, Superintendent of Recreation
Mr. Jeff Wait, Superintendent of Special Facilities
Mr. Peter Gordon, City Forester/Parks & Forestry Supervisor
Mr. Jason Busdeker, Fitness Manager
Ms. Tricia Schwall, Administrative Assistant
II. Approval of Minutes
The meeting minutes of the December 11, 2012 Park & Recreation Board meeting were
presented.
Board Member Jasica moved for approval of the minutes and Board Member Hill
seconded. The Board meeting minutes of the December 11, 2012 meeting were then
unanimously approved.
III. Emerald Ash Borer Comprehensive Plan
Mr. Chuck Myers, Superintendent of Parks & Forestry and Peter Gordon, City Forester/Parks
& Forestry Supervisor gave an overview of the EAB Management Plan provided by Davey
Resource Group and the Residential Guide put together by the City. Superintendent Myers
gave an inventory status, key findings of the report and future inventory plans. He also
shared the staff recommendations for the overall plan for dealing with EAB in Lake Forest.
Supervisor Gordon provided information regarding the residential support that the City has
put in place to help the residents with EAB.
Board Member Hill asked why there were no very good or excellent ash trees in town.
Superintendent Myers answered that while they are fairly hardy but not of very good
quality. Chairman Volkmann pointed out that he feels that the EAB problem is significantly
understated. A discussion followed regarding the number of ash trees that may be on other
city properties that have not been included in the plan and the difference in the financial
impact to the city when these trees are considered. Chairman Volkmann asked about the
share‐cost program with the City. Supervisor Gordon explained the program. A short
discussion ensued regarding the program.
Chairman Volkmann asked about the changes to the current ordinance. Supervisor Gordon
responded that there would be changes to the size of trees that need to be tagged, the
tagging of backyard trees and the planting of 2.5” trees as opposed to 3”. Superintendent
Myers added that they would not be bringing the ordinance changes to council at this time.
There are still many parts of the ordinance that need to be looked at prior to going to
council. A discussion followed regarding the changes to the ordinance. Chairman Volkmann
encouraged the Parks & Forestry staff to have more answers for the questions that may
arise at City Council regarding the I‐tree Benefits. He also had several comments regarding
the Residential Guide and a need to reduce the volume of information in the document.
Board Member Brush commented on the ten‐year budget showing over $600,000 for
treatment and questioned why that money would not be better used on the front end for
just removing trees. Superintendent Myers explained that it has more to do with spreading
the costs out and keeping the benefits of the trees as long as possible. Board Member Hill
added that it also keeps the aesthetics of the community which he felt was very important.
A discussion followed regarding the budget. Director Van Arsdale shared that staff needs to
at least put together the framework for the first year.
Board Member Brush commented that he felt that the plan for 2014 was a good plan; it
addresses the dead and critical trees that have to be removed and treating the larger trees.
Supervisor Gordon shared with the board the grant process and that some of these trees are
being treated already because of a grant that we received already. Director Van Arsdale
stated that the inventory is very critical to this entire process. Supervisor Gordon also
added that staff would be working on getting a more accurate count of the other ash trees
on City property such as parks, golf course and city facility grounds. A conversation followed
regarding the numbers in the plan being contractual and what could change by doing the
work in‐house.
Board Member Hill wanted staff to know that given the budgetary size of this project, he felt
that the plan was a little too flexible and staff needed to tighten it up before bringing it to
council. Chairman Volkmann talked a little about the outreach through the monthly
engagements with the council. Superintendent Myers shared that while this is devastating
to the community, staff looks for the positive side and it is an opportunity to promote
diversity. He also mentioned the grant that has been submitted to create a more
comprehensive urban forestry plan.
Director Van Arsdale asked for the Park Board endorsement of Strategy 4 as the approach
to EAB management.
A motion was made by Board Member Brush to endorse the plan with consideration to
comments and suggested revisions that were made at the meeting. The motion was
seconded by Board Member Schappe. The motion was passed.
IV. Fitness Center Capital Equipment Purchase
Jason Busdecker, Fitness Manager, gave an overview of the purchase of Fitness Center
treadmills. Staff would like to trade in 6 of the existing treadmills and get 5 new treadmills.
Requested Action: Approval to purchase 5 LifeFitness treadmills in the Fitness Center for
the total of $28,860.75 funded from the Capital Improvement Fund.
A motion was made by Board Member Jasica to approve the purchase of 5 LifeFitness
treadmills in the Fitness Center for the total of $28,860.75. The motion was seconded by
Board Member Brush. The motion was passed.
V. Spotlight: Fitness Center Services
Jason Busdeker, Fitness Manager, reviewed the Lake Forest Fitness Center including
personal training, group exercise, tennis, court sports and child care. He shared
membership, equipment and staffing. He gave a snapshot of revenue and expenses.
Chairman Volkmann asked why if there is declining membership why revenues are
increasing? Manager Busdeker responded that it is increased participation in the group
exercise classes, membership fee increases and an increase in personal training. Manager
Busdeker also shared that there have been 24 new unlimited passes sold so far and there is
a special February promotion being offered.
VI. Director’s Report
Sandwedge Grill Status Report – Staff is still working with Kemper to finalize the
agreement.
Upcoming Meetings – EPA meeting @ Gorton February 26th
Upcoming Programs and Event –
i. Park Board Social at Steve Hill’s home on March 6th
ii. Save the Date for the Annual Mayor’s Dinner – She would like to have as
many of the board members there
iii. The Foundation would like to do some long range planning in fundraising for
Parks & Recreation. Director Van Arsdale would like to have a joint meeting
with the Park Board and the Foundation.
Other – Activities coming up
i. Skating races this past weekend
ii. Reptile Rampage
iii. Egg Hunt
iv. March 17th Dance Benefit
v. As of February 15th cutoff for early membership at the Golf Course – 258
memberships sold
vi. The golf lottery for permanent tee times is March 16th
vii. Summer/Camp Brochures out – registration begins March 6th
viii. Festival & Fireworks entertainment – Dennis DeYoung
ix. Onwentsia has okayed doing fireworks from their grounds
x. Ice skating will be open as long as weather cooperates
xi. Meeting with school in early April regarding some of the future capital
VII. Comments by Board Members
There were no comments.
VIII. Opportunities For The Public To Address The Board On Items Not Listed On The Agenda
There were no comments.
IX. Adjournment
Board Member Jasica moved to adjourn the meeting. Board Member Brush seconded. The
meeting was adjourned at 8:42 p.m.
Respectfully Submitted
Tricia Schwall
Administrative Assistant
SUBJECT: NORTH SUBURBAN SPECIAL RECREATION ASSOCIATION (NSSRA) CAPITAL AND FACILITY
ACQUISITION PLAN
PRESENTED BY: CRAIG CULP, NSSRA EXECUTIVE DIRECTOR and MARY VAN ARSDALE, DIRECTOR OF
PARKS AND RECREATION, 810‐3918
PURPOSE AND ACTION REQUESTED: Staff will share the research and findings that will guide NSSRA to
successfully achieve their goal of acquiring a suitable, permanent facility with a partner agency by 2018.
No action is being sought at this time. This is the first step in the dialogue related to the City’s
participation and commitment to partnering in this planning initiative.
BACKGROUND/DISCUSSION: NSSRA currently owns a facility in Northbrook, Illinois that serves as its
administrative office (houses a full‐time staff of 21) and provides a single meeting room and minimal
storage space. The 1973 facility has been home to NSSRA since 2001 and is located within an industrial
park. The building is not accessible according to the current Americans with Disabilities Act standards. In
addition, there are other deficiencies that led to the concern that the facility no longer meets the critical
needs of the organization. As a result, in 2009, Williams Architects conducted an existing conditions
report and worked with staff to develop a space needs analysis. In 2010, NSSRA started a strategic
planning process that resulted in the NSSRA 2011‐2014 Strategic Plan. One of the critical initiatives of
the Strategic Plan was to research and secure a permanent location for NSSRA. Extensive deficiencies
and the associated capital expense prompted the NSSRA Board of Directors to direct staff to develop a
Capital and Facility Acquisition Plan. The enclosed Capital and Facilities Acquisition Plan is the
culmination of this work and it was adopted by the NSSRA Board of Directors at its February 2013
meeting.
This comprehensive and concise document will guide NSSRA in the upcoming years to successfully
accomplish the goal of acquiring a new permanent facility with a partner agency. The research that was
completed takes into account a number of assumptions when calculating cost estimates and identifies
the need for NSSRA to fund this plan starting in 2014. The 2014 start date will allow NSSRA to be best
positioned to relocate with a partner agency when the right opportunity presents itself. The anticipated
horizon for accomplishing the goal is 2018 and will require additional capital funds from each of its
partner agencies, including the City of Lake Forest.
BUDGET/FISCAL IMPACT: Prior to the development of the Capital and Facility Acquisition Plan, capital
expenses were reflected as a line item in the operations budget of the organization. The expenses
typically included items such as technology equipment, HVAC replacement and vehicles. Funding for
NSSRA expenses come from three sources which include member agency contributions (MAC), program
fees and outside support (such as North Suburban Special Recreation Foundation, grants and
donations). Contributions from the member agencies (MAC) are made proportionately based on
community population and EAV. Contributions by The City of Lake Forest, is collected through our
special recreation tax levy.
The total estimated cost for a new NSSRA facility is $3,850,000. The Capital and Facilities Acquisition
Plan calls for a separate and distinct capital fund specifically for the accumulation of funds that will
result in partner agencies funding 80% ($3,080,000) of the costs for a new facility. Outside sources,
including the NSSRF, supporters and program users of NSSRA, will fund the remaining 20% ($770,000).
On page 7 of the plan you will find the capital needs itemized over the next 10 years and projects the
new facility costs over 25 years. You will see that it is estimated that The City of Lake Forest’s portion
will average $15,435 per year or $385,899 for the 25‐year total. Staff anticipates that our current
special recreation tax levy has the capacity to fund the additional annual capital costs for the new
facility.
Again, this report is for the purpose of beginning to educate the Park Board on the topic and to
communicate the need that NSSRA has to address this critical initiative in its Strategic Plan. As you can
imagine, communicating this plan to 13 partner communities and their boards, and coordinating the
process for acquiring a new facility and selling the existing facility is a complex process. This will not
happen quickly or without further discussion, but we felt it important to begin the informational
dialogue now so that NSSRA can successfully accomplish their goal in order to serve our special needs
constituents into the future.
Executive Director Culp and Director Van Arsdale look forward to discussing the plan in more detail and
answering any questions you may have.
RECOMMENDED ACTION: NONE, INFORMATIONAL ONLY
NOTE FOR OUR NEWER BOARD MEMBERS:
NSSRA is an intergovernmental partnership of ten park districts, one village and two cities, including the
City of Lake Forest. The 2012 budget reflected revenues of $2.5M and the agency employs 21 full‐time
staff and over 500 part‐time employees. The Association provides year‐round recreation and leisure
opportunities for children, teens, adults and seniors with disabilities. Individuals with physical, cognitive,
emotional, social and other disabilities residing in the northern suburbs are eligible to participate. NSSRA
provides our Parks & Recreation Department staff with training, guidance, help with modifications of
rules and other areas of adaptation. When deemed necessary, the Association also provides extra staff,
sign language interpreters, behavior management support, disability awareness, mobility training and
other adaptive assistance. In 2012, 45 Lake Forest families enrolled in 356 program spaces over a wide
variety of programs from camps, to ELA day care and sports, to name a few.
!
!
On!behalf!of!Northern!Suburban!Special!Recreation!Association,!I!have!included!
a!recent!copy!of!our!Capital!and!Facility!Acquisition!Plan!for!your!review.!
NSSRA’s'2011+2014'Strategic'Plan!has!guided!staff!to!research!the!best!
possible!way!to!accomplish!the!goal,!to'secure'the'most'suitable'
permanent'location'for'NSSRA'with'a'partner'agency.''Staff’s!research!has!
focused!on!the!facility!needs!of!the!agency!and!the!need!for!a!capital!
plan.!NSSRA!conducted!a!study!to!evaluate!the!long!term!viability!of!their!
current!building.!!Extensive!deficiencies!in!the!building!confirmed!the!
need!to!secure!a!new!location!for!the!agency.!!According!to!NSSRA’s!
needs,!staff!has!developed!a!capital!plan!that!addresses!the!capital!needs!
of!the!agency.!!Prior!to!this!plan,!NSSRA’s!capital!costs!have!been!funded!
through!the!operational!budget.!The!Capital!and!Facility!Acquisition!Plan!
(attached)!details!the!deficiencies!of!NSSRA’s!current!building,!identifies!
the!specific!baseline!needs!for!a!future!location!and!presents!a!realistic!
capital!plan!to!be!funded.!!
This!Capital!and!Facility!Acquisition!Plan!details!the!research!and!findings!
that!will!guide!NSSRA!to!successfully!accomplish!this!goal.!!The!research!
takes!into!account!a!number!of!assumptions!when!calculating!cost!
estimates!because!the!goal!to!relocate!with!a!partner!agency!will!require!
time!until!the!right!opportunity!with!a!partner!becomes!reality.!!NSSRA’s!
goal!is!to!raise!20%!of!the!costs!from!outside!sources!including!grants!and!
donations!from!NSSRF,!supporters!and!users!of!NSSRA.!!As!detailed!in!the!
plan,!the!anticipated!horizon!for!accomplishing!the!goal!is!2018!with!an!
estimated!cost!of!$3,850,000!and!the!need!to!finance!$2,300,000.!
The!Capital!and!Facility!Acquisition!Plan!demonstrates!the!need!for!
NSSRA!to!fund!this!plan!starting!in!2014!to!accomplish!this!strategic!goal.!!!
Partner!agencies!will!see!the!first!Capital!Plan!funding!request!as!part!of!
the!NSSRA!budget!proposal!for!fiscal/calendar!year!2014.!
!
!
!
Craig!Culp!
Executive!Director!
Northern Suburban Special
Recreation Association
NSSRA Mission:
To enrich the lives of people with disabilities in our partner communities
through quality recreation services.
Northern Suburban Special Recreation Association (NSSRA)ͳͻͲϐ
ϐ Ǥ
provides and facilitates recreation programs for more than 1,500 children, teens and adults with
ǡǡǤͺͲͲ ǡǡ
cultural, social, and leisure offerings available throughout the year, creating new experiences,
ǡǡǡǤ
ǡ
ϐǡ
ǡ
ǡ
ǡǡǡǡϐǡǡ
Ǥ
ǡ
ȋ ȌǡǤ
proportionately based on community size and collected through a property tax levy issued by
each partner.
ʹͲͲͻȂʹͲͳʹǡǯϐ
ȋȌǤ
NSSRA Vision:
To be leaders in recreation by providing innovative and exceptional services
for people with disabilities.
͵
Introduction
ϐ
Space Needs Analysis
NSSRA Capital and Facility Acquisition Plan Description
Estimated Costs of New Facility
NSSRA Capital and Facility Acquisition Plan
Facility Operations Cost Projections
ϐ
Required Process to Acquire New Facility
Timeline to Sell Current NSSRA Building
Supporting Information
ȋʹͲͲͻǦʹͲͳʹȌ
ȋʹͲͳ͵ǦʹͲͳȌ
ȋʹͲͲͻǦʹͲͳʹȌ
Table of Contents
4
5
6
7
7
8
9
10
11
11
13
14
15
16
Ͷ
Introduction
ʹͲͳͲǡ ʹͲͳͳǦʹͲͳͶ Ǥ
Ǥ
ǡ
Ǥϐ ǡto secure
the most suitable permanent location for NSSRA with a partner agency.
ǡǡ
Ǥ ǡ ǣ
Ȉ Ǥ
Ȉϐ ϐ Ǥ
ȈThe process must provide for partner agency involvement.
Ǥ
ǣ
Ȉ ͳ͵ Ǥ
Ȉ ǡǡ ǡ
centralize training and provide some additional space for programming.
Ȉǯ ǯ Ǥ
Ȉ Ǥ
Ǥ
Ǣϐ
ǢǢ ǦǦ ǢǦ Ǥ
ǡ ǡ ͳ͵ Ǥ
importantly, this new facility will provide a needed location for participants and their families to feel welcome and have
Ǥ ǡ
engage in new experiences that will allow them to live life to its fullest.
ͷ
ϐ
No Private Space for Families and Staff to Interact
ǡ
Ǥ ǡ ϐǤ
ǡ ǡ Ǥ
ϐ ǡ ϐ
conversations with families.
Unsafe Location in an Industrial Park
Ǥǡ
Ǧ Ǥǡ
ǡ Ǥ
No Safe Pick Up/Drop Off for Participants
ǡ
Ǧ Ǧ Ǥ
Not Accessible
ȋȌǤ
ǡϐ
building. The facility also has two separate doors at the entrance, neither of which is equipped with accessible or
automatic entry.
Lack of Training and Meeting Space
ͷͲͲǦͳʹͷǦ
ǦǤ ͳͷǤ
No Programming Space
Ǥ ǡ
Ǥ Ǥ
ϐ ϐ
Ǧϐ ȋͺͲǤǤϐ ȌǤ
ǡ ϐ Ǥǡ
ϐ Ǥ
Lack of Storage Space
̈́ͶǡͲͲͲ
commercial storage costs. The offsite storage requires numerous hours of lost staff time traveling to and from the
storage facility to gather supplies and equipment for programs.
No Room for Future Growth
Ǥϐ
ϐ Ǥǡ ϐ
an increased number of summer leadership staff, interns and supplies occupying any open space that is available.
Pending Capital Improvements
ʹͲͲͳǤ ʹͲͲͻ
̈́ͶͲͲǡͲͲͲ Ǥ
Space Needs Analysis
ϐ ǯ
Ǥ ͳͷǡͲͲͲǤǤ ͺǡ͵ͲǤǤ
facility. The space requirements below represent a baseline of need that any new facility must minimally meet.
New Facility (15,000 sq. ft.)
ϐ ȋͶǡͲͲͲǤǤȌȀȋ͵ǡ͵ͲͲǤǤȌȀ ȋ͵ǡ͵ͷͲǤǤȌȀȋͶǡ͵ͷͲǤǤȌ
Current Facility (8,370 sq. ft.)
ϐ ȋ͵ǡͳʹͶǤǤȌȀȋͲǤǤȌȀ ȋʹǡͲʹ͵ǤǤȌȀȋ͵ǡʹʹ͵ǤǤȌ
Space Needs Analysis Details for New Facility
ϐ ȋͶǡͲͲͲǤǤȌ
Ȉʹϐ ǡϐ
Programming/Training (3,300 sq. ft.)
ȈProgram/training rooms
Ȉ
Ȉ
Ȉ
Meeting/Conference (3,350 sq. ft.)
Ȉϐ
ȈCopy room
Ȉ
Ȉ ͳȋǦͺȌ
Ȉ ʹȋͳͲǦͳȌ
Ȉȋ͵ʹȌ
ȈIT room
Ȉ
Common Area/Storage (4,350 sq. ft.)
Ȉ
Ȉ
Ȉǣǡǡ
Ȉ
Ȉ
ȈElevator
Estimated Costs of New Facility
ǡ ϐ ϐǤϐ
ȋ ǡ ǡϐ Ȍ
ʹͲͳ͵ Ǥ ϐ
Ǥǡ
ǡ ϐ Ǥ
ǯʹͲΨ ǡ
Ǥ ͺͲΨ Ǥ
Construction Cost: $3,750,000
ϐ ǯspace needs
Ǥ ͳͷǡͲͲͲǤǤ Ǥ ͳͷǡͲͲͲ ̈́ʹͷͲǤǤ
̈́͵ǡͷͲǡͲͲͲǤ Ǥ
Land Acquisition: $100,000
ǡ ǡ scenario that
ǯ Ǥ Ǥ
Ǥϐ
were used to determine the land acquisition cost estimate.
Ȉ̈́͵ͲͲǡͲͲͲ
ȈͶ͵ǡͷͲǤǤ α̈́ǤͺͺȀǤǤ
ȈͺǡͲͲͲǤǤ
ȈͺǡͲͲͲǤǤ̈́ǤͺͺȀǤǤα̈́ͷͷǡͲͲͲ
Ȉ̈́ͶͷǡͲͲͲǯ Ǥ
Sale of Existing Building
ǯ of the
̈́ͺͲǡͲͲͲǤ̈́ͷͲͲǡͲͲͲ
facility.
Financing Costs
ϐ ǦʹͲͳͺ facility would
Ǥϐϐ Ǥ
Total costs for new facility:̈́͵ǡͺͷͲǡͲͲͲ
Down payment ̈́ͳǡͷͷͲǡͲͲͲȗ
ϐ ̈́ʹǡ͵ͲͲǡͲͲͲ
ϐ ̈́ʹǡ͵ͲͲǡͲͲͲʹͳ͵ǤͷΨǤͺǡ
ϐ ʹͲͳͺ Ǥ
ȗ Ǥ
Ȉ̈́ͷͲͲǡͲͲͲ
Ȉ̈́ͺͲͲǡͲͲͲ
Ȉ̈́ʹͷͲǡͲͲͲ
NSSRA Capital and Facility Aquisition Plan Description
ͺ ͳͲǤ
ǡ Ǥǡ
ǡ Ǥ ȋ Ȍ
ǯ ʹͲͳ͵ȂʹͲʹ͵ ̈́ͷͷ͵ǡͲͲͲǤ
ǯ ̈́ͳ͵ͺǡͲͲͲͳͲ
̈́ͳͲʹǡͲͲͲǤ ǡ
ͺͲΨǯ Ǥ
ͺǤ
ͺ
NSSRA Capital and Facility Acquisition Plan
ǯ
Ǥʹͷ ǯ ϐ ͳͲ
ʹͷǤ ȋȌ ʹͲͳͺ
Ǥ
ͺͲΨȋ̈́͵ǡͲͺͲǡͲͲͲȌ̈́͵ǡͺͷͲǡͲͲͲ Ǥ ʹͲΨȋ̈́ͲǡͲͲͲȌǤ
̈́ͲǡͲͲͲ ǡǤ
Item FY 14 FY 15 FY 16 FY 17 FY 18 FY 19 FY 20 FY 21 FY 22 FY 23
FY2024 -
FY2038
Totals Total
Expenses
Vehicles ͶͷǡͲͲͲ 70,000 ͻǡͲͲͲ Ǧ 71,000 72,000 102,000 50,000 50,000 ͶǡͲͲͲ Ǧ Ͳ͵ǡͲͲͲ
Technology 5,000 5,000 ͶͷǡͲͲͲ 9,000 5,000 5,000 5,000 ͶͷǡͲͲͲ 9,000 5,000 Ǧ ͳ͵ͺǡͲͲͲ
Current Facility Ǧ 2,000 Ǧ 100,000 Ǧ Ǧ Ǧ Ǧ Ǧ Ǧ Ǧ 102,000
New Facility ͳͷͶǡͲͲͲ ͳͷͶǡͲͲͲ ͳͷͶǡͲͲͲ ͳͷͶǡͲͲͲ ͳͷǡͶͺͶ ͳͷǡͶͺͶ ͳͷǡͶͺͶ ͳͷǡͶͺͶ ͳͷǡͶͺͶ ͳͷǡͶͺͶ ʹǡ͵ͶǡʹͲ ͵ǡͻͲʹǡͳͶ
Total Expenses 204,000 231,000 268,000 263,000 232,484 233,484 263,484 251,484 215,484 235,484 2,347,260 4,745,164
Item FY 14 FY 15 FY 16 FY 17 FY 18 FY 19 FY 20 FY 21 FY 22 FY 23
FY2024 -
FY2038
Totals Total
Funding Sources
NSSRF Vehicle
Funding*ͶͷǡͲͲͲ ͶͷǡͲͲͲ ͻǡͲͲͲ Ǧ 71,000 72,000 72,000 50,000 50,000 ͶǡͲͲͲ Ǧ ͷͶͺǡͲͲͲ
Outside Funding
for New Facility ͵ͲǡͺͲͲ ͵ͲǡͺͲͲ ͵ͲǡͺͲͲ ͵ͲǡͺͲͲ ͵ͲǡͺͲͲ ͵ͲǡͺͲͲ ͵ͲǡͺͲͲ ͵ͲǡͺͲͲ ͵ͲǡͺͲͲ ͵ͲǡͺͲͲ ͶʹǡͲͲͲ 770,000
PartnerContributions ͳʹͺǡʹͲͲ 155,200 ͳͺǡʹͲͲ ʹ͵ʹǡʹͲͲ ͳ͵ͲǡͺͶ ͳ͵ͲǡͺͶ ͳͲǡͺͶ ͳͲǡͺͶ ͳ͵ͶǡͺͶ ͳ͵ͲǡͺͶ ͳǡͺͺͷǡʹͲ ͵ǡͶʹǡͳͶ
Total Funding 204,000 231,000 268,000 263,000 232,484 233,484 263,484 251,484 215,484 235,484 2,347,260 4,745,164
Item FY 14 FY 15 FY 16 FY 17 FY 18 FY 19 FY 20 FY 21 FY 22 FY 23
FY2024 -
FY2038
Totals Total
NSSRA Capital Funding Per Partner (Reviewed and Approved on an Annual Basis)
City of Highwood 2,000 ʹǡͶʹͳ ʹǡʹͶ ͵ǡʹʹ ʹǡͲ͵ͻ ʹǡͲ͵ͻ 2,507 ʹǡ͵ 2,101 ʹǡͲ͵ͻ ʹͻǡͶͳͲ ͷ͵ǡͶͶ
ϐ
District ͻǡͶ͵ 11,795 ͳʹǡͺ͵ ͳǡͶ ͻǡͻ͵ʹ ͻǡͻ͵ʹ 12,212 12,972 ͳͲǡʹ͵ ͻǡͻ͵ʹ ͳͶ͵ǡʹͺͲ ʹͲǡͶͶ
Glencoe Park
District 5,705 ǡͻͲ ǡͶͺͷ ͳͲǡ͵͵͵ ͷǡͺͳͷ ͷǡͺͳͷ 7,150 7,595 ͷǡͻͻ͵ ͷǡͺͳͷ ͺ͵ǡͺͻͶ 152,509
Glenview Park District ʹǡͲʹͷ ͵ͳǡͷͲ ͵ͶǡͳͶͷ Ͷǡͳ͵ ʹǡͷʹͻ ʹǡͷʹͻ ͵ʹǡͳͻ ͵ͶǡͶͻ ʹǡ͵Ͷͳ ʹǡͷʹͻ ͵ͺʹǡͲͺ ͻͷǡͳͶ
Kenilworth Park District 1,795 ʹǡͳ͵ ʹǡ͵ͷͷ ͵ǡʹͷͳ ͳǡͺ͵Ͳ ͳǡͺ͵Ͳ 2,250 ʹǡ͵ͻͲ ͳǡͺͺ ͳǡͺ͵Ͳ ʹǡ͵ͻͶ ͶǡͻͺͲ
Lake Bluff Park
District Ͷǡ͵ͷͻ 5,277 5,719 ǡͺͻͷ ͶǡͶͶ͵ ͶǡͶͶ͵ ͷǡͶ͵ ͷǡͺͲ͵ Ͷǡͷͻ ͶǡͶͶ͵ ͶǡͲͻͻ ͳͳǡͷʹͶ
City of Lake
Forest ͳͶǡͶ͵ͷ ͳǡͶ ͳͺǡͻ͵ͻ ʹǡͳͶ ͳͶǡͳͷ ͳͶǡͳͷ ͳͺǡͲͻ͵ 19,219 ͳͷǡͳͷ ͳͶǡͳͷ ʹͳʹǡʹͺͲ ͵ͺͷǡͺͻͻ
Northbrook Park
District ͳͺǡͻͶ 22,970 ʹͶǡͺͻͶ ͵Ͷǡ͵ ͳͻǡ͵Ͷͳ ͳͻǡ͵Ͷͳ ʹ͵ǡͺͳ ʹͷǡʹͳ ͳͻǡͻ͵͵ ͳͻǡ͵Ͷͳ ʹͻǡͲͳͺ 507,220
ϐ
District ͵ǡͳͷͶ ͵ǡͺͳͺ Ͷǡͳ͵ͺ 5,712 ͵ǡʹͳͷ ͵ǡʹͳͷ ͵ǡͻͷ͵ Ͷǡͳͻͻ ͵ǡ͵ͳ͵ ͵ǡʹͳͷ Ͷǡ͵ ͺͶǡ͵Ͳͺ
Park District of Highland Park ͳǡͷ͵ 20,052 ʹͳǡ͵ͳ ͵ͲǡͲͲͲ ͳǡͺͺͶ ͳǡͺͺͶ ʹͲǡͲ 22,052 ͳǡͶͲͳ ͳǡͺͺͶ ʹͶ͵ǡͷ ͶͶʹǡͻͲ
Village of Riverwoods ʹǡʹͷ ʹǡ͵ʹ ʹǡͻͲ ͶǡͲͺ ʹǡ͵ͲͲ ʹǡ͵ͲͲ ʹǡͺʹͺ ͵ǡͲͲͶ ʹǡ͵Ͳ ʹǡ͵ͲͲ ͵͵ǡͳͺͳ Ͳǡ͵ͳͺ
Wilmette Park
District ͳͶǡʹͺͳ ͳǡʹͺͻ ͳͺǡ͵ ʹͷǡͺ ͳͶǡͷͷͺ ͳͶǡͷͷͺ 17,900 ͳͻǡͲͳͶ ͳͷǡͲͲͶ ͳͶǡͷͷͺ ʹͳͲǡͲͳͺ ͵ͺͳǡͺ
Winnetka Park
District ͺǡͻͳͲ ͳͲǡͺ ͳͳǡͻͲ ͳǡͳ͵ͺ ͻǡͲͺ͵ ͻǡͲͺ͵ ͳͳǡͳͺ ͳͳǡͺ͵ ͻǡ͵ͳ ͻǡͲͺ͵ ͳ͵ͳǡͲʹ ʹ͵ͺǡͳͺͺ
Total NSSRA
Funding Per Partner 128,200 155,200 168,200 232,200 130,684 130,684 160,684 170,684 134,684 130,684 1,885,260 3,427,164
ȗ ǯϐ ʹͲʹ͵Ǥ
ͻ
Facility Operations Cost Projections
ǡ ̈́ͶǡͲͲͲͺǡ͵ͲǤǤ
Ǥ ̈́ͷͷǡͲͲͲ
ʹͲΨ ͶͷΨ Ǥ
Assumptions
ȈͶͷΨ
Ȉ ϐ
Ȉ Ȁ
Annual Cost Estimates
ȈUtilities $20,082
Ǧ ͶͷΨ ʹͲͳʹ
Ǧ ϐ ϐ
Ȉ $35,300
ǦȀ
ȋͶͲΨ ʹͲͳʹȌ̈́ͳͲǡͲͲͲ
Ǧ ȋͶͷΨ Ȍ ̈́ͳͷǡͷͲͲ
ǦȀȀ ȋͶͷΨ Ȍ̈́ͻǡͺͲͲ
Current Facility New Facility
2009 2010 2011 2012 Future Estimate
Utilities*ͺǡͺʹ ͳͶǡͳʹͷ ͳʹǡͻͶͷ ͳ͵ǡͺͷͲ 20,082
Operations**͵ͳǡ͵ͷͳ ͵ǡʹͲͲ ͵͵ǡͳͻ ͵ʹǡͺͷ 35,300
Total ̈́ͶͲǡʹͳ͵ ̈́ͷͳǡ͵ʹͷ ̈́ͶǡͳʹͶ ̈́Ͷǡͷ͵ͷ ̈́ͷͷǡ͵ͺʹ
ȗȂ ǡǡ
ȗȗȂǡ ǡ ǡȀ ǡ ȀǤ
ͳͲ
ϐ
Meeting Rooms
Ǥ
ϐ ǡ Ǥ
ϐ ϐ Ǥ
This addition provides space to deliver the professional level of services that families and participants expect from
Ǥ ǯ
staff, partner agency staff and other community providers.
Programming/Training Space
ǦȀ
ǯ Ǥ ǡ
ϐ ǤThe dedicated space will provide contingency programming space when
unforeseen circumstances at a scheduled facility results in program cancellation. In addition, this dedicated space will
allow ongoing programs to be scheduled at the new facilityǡ ǯ
in its partner agency facilities throughout the northern suburbs of Chicago.
Safety
Ǧ Ǧϐ
Ǥ ǯ
Ǥ ǡ
hours; as partner agency facilities are commonly open into the evening.
ϐ
ϐ ϐ Ǥ
ϐ ϐ Ǥϐ
ϐϐ
ϐ Ǥǡϐ Ǥ
Storage
ϐ Ǥ
Ǥ
to staff will allow them the ability to use the time to focus more on quality programming and building family and staff
Ǥ
offsite storage units year round.
New Home with Partner Agency
ǡ ǡ
home for participants and families for many years to come. This facility creates a safe place where participants and
and unforgettable memories.
ͳͳ
Required Process to Acquire a New Facility
Coordinating each step in the process of acquiring a new facility and selling the existing facility along with
ͳ͵
Ǥǡǡ
Ǥ ϐ ǡǯ
ǡ Ǥ
1.
ǡ Ǥ
2. Ǥ
͵Ǥ ǯ
͵ͳͲͷ ǤǡǤ
ͶǤ Ǥ
5. Ǥ
Ǥ ͵ͳͲͷ ǤǡǤ
7. ͵ͳͲͷ Ǥǡ
Ǥ
Timeline to Sell Current NSSRA Building
ϐ ͵ͳͲͷ Ǥ
ȋͶ ȌǤ
ȋǡ ǡǡ ǤȌ ǯ
͵ͳͲͷ ͷǤͷϐ
͵ͳͲͷ ϐ ǡ
and move in with a partner in a new facility.
ͳʹ
ͳ͵
Funding Sources for NSSRA
ǣ ǡ
ȋ ȌǡǤ
Contributions from the partner agencies comes from property taxes collected through a tax levy issued by each partner.
ǯ ͷǦͺȋ Ȍ
̈́ǤͲͶ̈́ͳͲͲȋȌ ϐ
Ǥ
Ǥǯ ͳ͵ͳǤ͵ Ǥ
ǯ
Ǥ
Ǥǡ
͵ǣͳͳǣͳǡ ǡ
Ǥ ϐǤǡ
Ǥ
ǡ ʹͲΨǤ
2009 2010 2011 2012
Actual
% of
Revenue Actual
% of
Revenue Actual
% of
Revenue Actual*
% of
Revenue
Revenue
Partner Agency Contribution $ 2,510,399 77.09% $ 2,533,835 78.12% $ 2,563,247 75.54% $ 2,587,890 73.55%
Program Fees
$ 667,739 20.51% $ 672,393 20.73% $ 718,536 21.18% $ 803,813 22.85%
Outside Funding
$ 78,263 2.40% $ 37,202 1.15% $ 111,511 3.29% $ 126,659 3.60%
Total Revenue $ 3,256,401 100% $ 3,243,431 100% $ 3,393,294 100% $ 3,518,362 100%
ȗ
ͳͶ
NSSRA Fund Balance Performance (2009 - 2012)
ǡϐ ϐ
Ǥ Ǥ
ǡʹͲͲͻȂʹͲͳͲ Ǥ
importantly, since 2009, the staff has a renewed focus on budget execution by continually monitoring the budget to be as
ϐ ϐ Ǥǡǯ ʹͲͲͻǡ
staff has been successful in outperforming the budget resulting in actual expenses being less than budgeted expenses
each year.
ȗ
Beginning Fund Balance
Change in Fund Balance
Ending Fund Balance
2009 2010 2011 2012
Budget Actual Budget Actual Budget Actual Budget Actual*
Revenue
Expense
Revenue Less
Expense
ͳͷ
ǯϐ͵Ψ
Ǥǯ Ǥ
NSSRA Five Year Operational Budget Projections (2013 - 2017)
NSSRA 5 YEAR OPERATIONAL BUDGET PROJECTION
2013 2014 2015 2016 2017
Revenue
̈́ʹǡͲǡͻͻ͵ ̈́ʹǡͶͶǡͶͲͻ ̈́ʹǡͺͳͻǡͺͻ͵ ̈́ʹǡͺͻǡͷͲͷ ̈́ʹǡͻǡ͵Ͳ
ͳͺͷǡͲͲͲ 190,550 ͳͻǡʹ ʹͲʹǡͳͷͶ ʹͲͺǡʹͳͻ
ͺͳͻǡͷͳ ͺͶͶǡͳͲͳ ͺͻǡͶʹͷ ͺͻͷǡͷͲ ͻʹʹǡ͵ʹ
11,000 11,009 ͳͳǡͲͳͺ ͳͳǡͲʹͺ ͺǡͷ͵ͺ
̈́͵ǡͺǡͷͲͻ ̈́͵ǡͻͲǡͲͲ ̈́͵ǡͺͻǡͲ͵ ̈́ͶǡͲͲǡͳͻͷ ̈́ͶǡͳͳǡͶ͵ͷ
Expense
Ƭϐ̈́ʹǡʹǡͲͶ ̈́ʹǡͷͲǡͻʹʹ ̈́ʹǡͺʹͲǡͲͺͲ ̈́ʹǡͺͻͳǡͲͶͶ ̈́ʹǡͻ͵ǡͺͷ
ͻ͵ǡͷͺʹ ͺͳǡͳͷ ͺͶͳǡͳʹͶ ͺͷǡͷͲ ͺͻͲǡ͵͵
Commodities ͳ͵ͺǡͺͲͶ ͳͶʹǡͻͺ ͳͶǡʹͷ ͳͷͳǡͷ ͳͷǡʹʹͷ
ǦͶͺǡ͵ͳͲ Ͷͻǡͷͻ 51,252 52,790 ͷͶǡ͵͵
Capital Expenditures 90,000 ͶͷǡͲͲͲ ͶͷǡͲͲͲ ͻǡͲͲͲ Ͳȗ
̈́͵ǡͻǡ͵ͲͲ ̈́͵ǡͺͲͷǡʹͷ ̈́͵ǡͻͲͶǡͳ͵ ̈́ͶǡͲ͵ͲǡͲͺ ̈́ͶǡͲͷǡͳͻ
ȋϐ Ȍ $ (10,791)$ (15,196)$ (8,110)$ (23,884)$ 51,238
ȗ̈́ͲǤͲͲʹͲͳ Ǥ
ͳ
NSSRA Program Participation (2009 - 2012)
Ǥǯ ȋʹͲͳͳȂ
ʹͲͳͶȌ ǡ
provide the best quality and safest programs possible.
NSSRA 2012 Participation
Lake Forest Recreation Department
Partner Agency
Unique
Registrants
Total
Duplicated
Registrations*
Children's
Programs
Adult
Programs
Athletics
and
Fitness
Special Events
and Trips
Cooperative
Programs ELA Inclusion#Camps
Lake Forest Recreation
Dept 45 356 43 152 44 86 0 3 16 12
NSSRA Agency Totals 1539 7153 1186 1700 879 1438 645 41 943 321
* Total Duplicated Registrations is the total number of programs that participants register for each year.
# Inclusion numbers are based on the residency of the participant as opposed to the location of the program.
SUBJECT: Award Contract for Annual Recreation and Croya Transportation Services
PRESENTED BY: JOE MOBILE, PROGRAM MANAGER, 810‐3941
PURPOSE AND ACTION REQUESTED: Staff requests approval to award a three year agreement for
summer Recreation transportation services to Olson Transportation and reject all Croya bus service bids.
BACKGROUND/DISCUSSION: The City of Lake Forest’s Recreation Department uses school buses for
their summer camps and the CROYA Department uses them throughout the year for their monthly trips
and retreats. The summer camps provide daily transportation to all Lake Forest residents enrolled in
Superstars Day Camp or McCormick Day Camp as well as a daily afternoon swim shuttles and field trip
bussing for a variety of camps. CROYA uses school busses for monthly field trips and retreats
throughout the year for middle school and high school students as part of their program offerings.
Under the City’s financial policies and in an attempt to secure best pricing for these two city
departments, the bus transportation needs were put through the formal bid process in March 2013 for a
three year service agreement. A three‐year agreement is advantageous to lock in future expense and
maximize service delivery due to familiarity with camp schedules and City streets. Public notice to solicit
bids was provided on February 14th, 2013 with a bid opening date of March 1st, 2013. The chosen
timetable was driven by the summer camp schedule to prepare the routes for the upcoming camp
programs and distribute them to our participants.
Staff recommends awarding a three‐year agreement for services for the Recreation Department portion
to Olson Transportation as the lowest bidder. They have also been our transportation service provider
for the past 4 years, both for Recreation service and CROYA, and have proven to be a reliable and
competent transportation provider. Staff recommends declining the CROYA portion of the bid from all
three companies as that we discovered that our bid specifications may have lacked some pertinent
information that produced inconsistent bids results. CROYA will seek new quotes for their portion of the
bus service with new detailed specifications.
BUDGET/FISCAL IMPACT: Funding for the Recreation Department’s camp bussing is budgeted in Fund
220 operating budgets and is paid for by program fees. Staff received three (3) bids for the annual
program bus service as detailed below.
Bus Bid Data Overview:
Olsen Transportation Dunham School Services First Student
Recreation Dept.
FY '14 $ 39,887.00 $ 40,572.00 $ 43,250.00
FY '15 $ 40,684.74 $ 41,384.40 $ 44,114.60
FY '16 $ 41,496.51 $ 42,213.45 $ 44,996.82
Total $ 122,068.25 $ 124,169.85 $ 132,361.42
CROYA
FY '14 $ 6,830.00 $ 3,600.00 $ 3,360.00
FY '15 $ 6,830.00 $ 3,672.00 $ 3,425.40
FY '16 $ 7,055.00 $ 3,745.44 $ 3,495.84
Total $ 20,715.00 $ 11,017.44 $ 10,281.24
Summary of Project Budget:
RECOMMENDED PARK BOARD ACTION: Approval to award a three year agreement to Olson
Transportation for Recreation Department bus services in the total amount of $134,700 for FY ’14‐FY
‘16 and reject all bids for CROYA Services.
FY ’14 – FY ‘16
Funding Source
Amount Budgeted Amount Requested Budgeted?
Y/N
Recreation Department
Operating Fund 220
$ 134,700.00 $ 122,068.25 Y
DEERPATH GOLF COURSE
UPDATE
PRESENTED BY
JEFF WAIT
SUPERINTENDENT OF SPECIAL FACILITIES
DEERPATH GOLF COURSE
UPDATE
Memberships
Membership Passes
March
2013
as of
3/12/13
2012
as of
3/31/12
VARIANCE
R / NR R / NR R / NR
Category
Single Membership 101 / 12 115 / 11 -14 / 1
Combination Membership 17 / 2 25 / 3 -8 / -1
Junior Membership 16 / 0 30 / 0 -14 / 0
Senior Membership 67 / 16 68 / 14 -1 / 2
Limited Play Membership 13 / 5 9 / 3 4 / 2
Limited PLUS Membership 11 / 10 21 / 8 -10 / 2
SUB TOTAL 225 / 45 268 /39 -43 / 6
TOTAL 270 307 -37
Permanent Tee Time
Lottery Saturday March 16
DEERPATH GOLF COURSE
UPDATE
2013 2012
Saturday 25 28
Sunday 18 28
Holiday 4 9
Clubhouse Improvements
New Carpeting
Expanded restaurant space
Restaurant Contract
KemperSports Management
DEERPATH GOLF COURSE
UPDATE
Events / Programs
Lesson Program
Richard Franklin
3-Week Junior Camp
PGA Sports Academy
Demo Days
Family Day
PGA / US Kids Family Golf Course
DEERPATH GOLF COURSE
UPDATE
Appreciation Days
Lunch specials
Additional Golf Shop discount days
Member only demo day
Other
DEERPATH GOLF COURSE
UPDATE
QUESTIONS?
DEERPATH GOLF COURSE
UPDATE