Notice City of Traverse City and Charter Township of Garfield Recreational Authority Board of Directors Special Meeting

6:00 p.m.

Wednesday, May 16, 2018 Second Floor County Training Room, Governmental Center 400 Boardman Avenue Traverse City, MI 49684

Posted: 5-11-18

The Authority does not discriminate on the basis of disability in the admission or access to, or treatment or employment in, its programs or activities. Penny Hill, Acting City Manager, 400 Boardman Avenue, Traverse City, Michigan 49684, 922-4440, TDD: 922-4412, has been designated to coordinate compliance with the non-discrimination requirements contained in Section 35.107 of the Department of Justice regulations. Information concerning the provisions of the Americans with Disabilities Act, and the rights provided thereunder, are available from the ADA Coordinator.

If you are planning to attend and you have a disability requiring any special assistance at the meeting and/or if you have any concerns, please immediately notify the ADA Coordinator.

Recreational Authority Board of Directors Matthew Cowall, Executive Director 324 Munson Avenue Traverse City, MI 49686 (231) 929-3696 TDD: (231) 922-4412 http://www.traversecitymi.gov/recauthority.asp [email protected]

Recreational Authority 2 May 16, 2018

Agenda

Roll Call.

1. Public Visioning Process interviews. (Matt Cowall)

2. Public Comment.

3. Adjournment.

k:\recreationalauthority\agenda20180516

The City of Traverse City and Charter Township of Garfield

Communication to the Recreational Authority

FOR THE MEETING OF MAY 16, 2018

DATE: FRIDAY, MAY 11, 2018

FROM: MATT COWALL, EXECUTIVE DIRECTOR

SUBJECT: PUBLIC VISIONING PROCESS INTERVIEWS

A special meeting has been scheduled to interview two applicants to conduct a public visioning process for the Authority:

 6:00 p.m. – 6:45 p.m. Beckett & Raeder, Inc.

 6:45 p.m. – 7:30 p.m. Parallel Solutions, LLC

The allotted time includes approximately 15-20 minutes for each firm to describe its proposed approach and process to the Board, with the remaining time left open for questions and discussion with the Board.

Following the interviews, the Board could identify the firm with which it intends to enter a contract, or the Board could elect to have further presentations or meet at a future date to discuss next steps (e.g., at the next meeting of the Board on June 6).

If so desired, the following motion would identify the preferred firm:

That the Board identifies ______as its preferred choice to conduct a public visioning process.

K:\recreationalauthority\packetcommunications\20180516.docx TABLE OF CONTENTS The City of Traverse City Cover Letter and Charter Township of Garfield Recreational SECTION I Company Background Authority RFP for Public • Business Organization • Services Visioning Process • Awards • Professional Affiliations • Bid Summary Sheet

SECTION II Team Resumes and Roles Traverse City, Michigan • Roles and Responsibilities • John Iacoangeli, AICP, LEED AP, CNU-A, FBCI • Claire Karner, AICP, NCI • Michelle Bennett • Marisa Laderach Contact: John Iacoangeli SECTION III [email protected] Similar Project Experience • Selected Project Examples • References 734.663.2622

SECTION IV Proposal • Understanding of the Project and Work Plan • Proposed Budget • Proposed Timeline

04.25.2018 April 23, 2018

The City of Traverse City and Charter Township of Garfield Recreational Authority c/o LIAA 324 Munson Ave. Traverse City, MI 49686

Regarding: Public Visioning for the Recreational Authority

Dear Mr. Cowall and the Selection Committee, initiative I am pleased to submit for your consideration a proposal for public visioning services for the City of Traverse City and Charter Township of Garfield Recreational Authority. We feel our team at Beckett & Raeder, Inc. is expertly equipped with the facilitation and engagement skills, knowledge of recreational related policies and best practices, and experience needed to successfully serve the Authority. Composed of certified community planners, landscape architects, and engineers, the firm has 51 years of experience working in communities throughout Michigan and the Great Lakes region. We endeavor to provide clients with state of the art community planning, civic engagement, and strategic visioning services, as demonstrated by our awards from the Michigan Chapter of the American Planning Association, the Michigan Society of Planning Officials, the Michigan Recreation and Parks Association, and the American Society of Landscape Architects.

Our team has developed relationships with dozens of clients in Northern Michigan and we specialize in setting a clear and well-supported path toward actionable successes. We are well- versed leading community parks and recreation planning efforts, public engagement, and strategic planning/visioning efforts. We understand that the Authority has a history of successful collaboration and implementation of projects, and we are proposing a process that leverages and builds on your successes. With new innovations in technology and civic engagement, we are happy to offer a variety of public and stakeholder engagement opportunities to bring many perspectives and user groups to the table.

We are appreciative of the opportunity to submit this proposal for your review, and we look forward to your favorable consideration. This offer will remain valid for no less than ninety days. Please do not hesitate to contact me if you have any additional questions.

Regards,

John R. Iacoangeli, AICP, LEED AP, CNU-A, Principal | Authorized to Negotiate

Beckett & Raeder, Inc. Petoskey Office Traverse City Office Toledo 535 West William, Suite 101 113 Howard St. 921 West 11th St., Suite 2E 419.242.3428 ph Ann Arbor, MI 48103 Petoskey, MI 49770 Traverse City, MI 49684

734 663.2622 ph 231 347.2523 ph 231.649.1065 ph 734 663.6759 fx 231 347.2524 fx 231 944.1709 fx

www.bria2.com i

ORGANIZATION: Beckett & Raeder, Inc. is a Michigan Corporation headquartered in Ann Arbor with additional offices in Petoskey and Traverse City, Michigan. The firm includes landscape architects, planners, civil engineers, LEED accredited professionals and support staff maintaining registrations in the States of Michigan, Ohio, Indiana and Illinois and certification at the national level.

HISTORY: Beckett & Raeder, Inc. was established as a Michigan corporation in 1966 with its corporate office in Ann Arbor, Michigan.

SERVICES: Major areas of practice and scope of services include sustainable design, land use programming and analysis, master planning, campus planning, placemaking, site planning and civil engineering, site development, municipal engineering, storm water management, downtown revitalization and redevelopment, community planning and urban design, economic development, public/private development services, and environmental services.

PHILOSOPHY: All commissions accepted by the firm are accomplished under the direct supervision of one of the firm's seven principals. Senior Associates, Associates, Project Landscape Architects, Planners, and Engineers are assigned to projects in accordance with their individual expertise and the requirements of the project. In keeping with the philosophy of the office, the project team is involved in all aspects of the work through its entire duration. The firm routinely engages other consultants, as the work plan requires.

LOCATIONS: Ann Arbor, Michigan 535 W. William, Suite 101 Ann Arbor, MI 48103 734.663.2622 ph

Traverse City, Michigan 921 West 11th Street Suite 2E Traverse City, MI 49684 231.649.1065 ph

Petoskey, Michigan 113 Howard Street Petoskey, MI 49770 231.347.2523 ph

Toledo, Ohio 419.242.3428 ph

World Wide Web www.bria2.com

Services

MASTER PLANNING DOWNTOWN & ECONOMIC Campus Planning DEVELOPMENT Traditional Neighborhood & Brownfield Redevelopment Small Town Design Grant Writing Community Master Planning Downtown Management Watershed Planning Downtown Master Plans Recreation Master Planning Special Finance Districts Park Master Planning Adaptive Reuse Studies Rural Land Planning Services Retail Market Analysis Land Use Planning Strategic Planning/Visioning Workshops Physical Design Plans COMMUNITY PLANNING & ZONING Streetscape Design & Implementation Comprehensive Master Plans Wayfinding and Signage Brownfield Redevelopment Tax Increment Financing & Development Zoning Ordinance /Codes Plans Specialized Zoning Ordinance Provisions DDA Creation

Development Standards and Guidelines Site Plan Review SITE DESIGN

Strategic Planning Planting Design Expert Witness Zoning Testimony Irrigation Design Community Development Grading Plans Greenway Planning Utility Plans New Urbanism Pavement Design Lighting Design ENVIRONMENTAL SERVICES Site Design Guidelines Site Evaluation and Analysis Park Design Low Impact, Conservation Design Wetland Delineation URBAN DESIGN Corridor Design & Planning Constructed Wetland Design and Installation Streetscape Design Wetland Restoration Waterfront Design Storm Water Management FACILITY DESIGN ANALYSIS & EVALUATION Marina Design Site Analysis Playground Design Feasibility Studies Athletic Facility Design Site Selection Studies K-12 Site Development Buildout Analysis Subdivision Design Market Analysis Campgrounds Demographics Parks Design Natural Features Interpretive Studies Higher Education

PROJECT CONSTRUCTION INFRASTRUCTURE Construction Administration Storm Water Management Field Inspection Water Distribution Systems Storm Water Operator Sanitary Sewer Systems Bridge Inspection Capacity Analysis Specification Writing Capital Improvement Program Project Cost Estimating Wellhead Design and Protection Construction Drawings Pavement Evaluation Streets and Roads Onsite Sewage Treatment Utility Marking Parking

Selected Recent Awards

MICHIGAN ASSOCIATION OF Daniel Burnham Award for a PLANNING Comprehensive Plan, 2010 Daniel Burnham Award for a Onekama Community Master Plan Comprehensive Plan, 2017 Onekama, Michigan Trenton Resiliency Master Plan Trenton, MI AMERICAN SOCIETY OF LANDSCAPE ARCHITECTS Urban Design Award, 2017 Merit Award, Michigan Chapter, 2017 Jackson Blackman Park Expansion General Design Jackson, MI Chicago Drive Corridor Grandville, Michigan Daniel Burnham Award for a Comprehensive Plan, 2016 Merit Award, Michigan Chapter, 2017 Jackson Community Master Plan Planning & Analysis Jackson, MI Peshawbestown Community Master Plan Implementation Award, 2016 Peshawbestown, Michigan Bear River Valley Recreation Area Merit Award, Michigan Chapter, 2016 Petoskey, Michigan Landscape Architectural Design Daniel Burnham Award for a Jackson Blackman Park Expansion, Comprehensive Plan, 2015 Jackson, Michigan Acme Township Master Plan Acme, MI Merit Award, Michigan Chapter, 2016 Landscape Architectural Sustainability, Innovation in Economic Planning & Wall Street East Parking Structure, Development, 2015 Ann Arbor, Michigan Lakes to Land Regional Initiative: Food and Farm System Assessment Honor Award, Michigan Chapter, 2016 Innovation in Regional Planning, 2014 Landscape Architectural Sustainability, Lakes to Land Regional Planning Marshbank Park Initiative West Bloomfield Township, Michigan

Daniel Burnham Award for a Merit Award, Michigan Chapter, 2015 Comprehensive Plan, 2013 Landscape Architectural Design Peshawbestown Master Plan Munger Graduate Residences, Grand Traverse Band of Ottawa University of Michigan innovate and Chippewa Indians Ann Arbor, Michigan

March 26, 2018 10:52 AM Selected Recent Awards

Merit Award, Michigan Chapter, 2014 NATIONAL TRUST FOR HISTORIC Historic Significance PRESERVATION Petoskey Bayfront Park Richard H. Driehaus National Petoskey, Michigan Preservation Honor Award, 2014 McGregor Pool Merit Award, Michigan Chapter, 2013 Wayne State University Landscape Planning & Analysis Detroit, Michigan River Raisin Heritage Corridor East Master Plan MICHIGAN HISTORIC PRESERVATION Monroe, Michigan NETWORK Government/Institution Award, 2016 Merit Award, Michigan Chapter, 2010 River Raisin Heritage Corridor, East Outdoor Learning Center Master Plan Central Michigan University Monroe, Michigan Mt. Pleasant, Michigan Cultural Landscape Award, 2014 MICHIGAN RECREATION & PARK McGregor Memorial Conference Center ASSOCIATION Reflecting Pool and Sculpture Garden Design Award, Outstanding Facility for Contribution to Historic Preservation 2017 in Michigan Silver Lake State Park Wayne State University Mears, Michigan Detroit, Michigan

Landscape Design Award, 2014 GREAT LAKES PARK TRAINING White Lake Bloomer Park INSTITUTE White Lake Charter Township, Michigan Great Lakes Park, Facility, & Recreation Program Award, 2013 Outstanding Park Design Award, 2013 Marshbank Park Argo Cascades West Bloomfield Township, Michigan Ann Arbor, Michigan WASHTENAW CONTRACTORS Design Award, Landscape Design, 2011 ASSOCIATION Bear River Valley Recreation Area Pyramid Award, 2018 City of Petoskey, Michigan University of Michigan Art & Architecture A. Alfred Taubman Wing Landscape Design Award, 2011 Ann Arbor, Michigan Marshbank Park West Bloomfield Township, Michigan OAKLAND COUNTY Oak Land Award, 2012 Landscape Design Award, 2010 Marshbank Park Outdoor Learning Center West Bloomfield Township, Michigan Central Michigan University Mount Pleasant, Michigan

EDUCATION DESIGN SHOWCASE Project of Distinction, 2017 Outstanding Design and Architecture Lasch Family Golf Center, Michigan State University imagine East Lansing, Michigan

March 26, 2018 10:52 AM

Professional Affiliations and Organizations The firm of Beckett & Raeder, Inc. is staffed by registered professional engineers, landscape architects, community planners, and environmental and ecological professionals and has specialized training and maintains professional affiliation with the following:

Accreditations FEMA ICS-100, IS-00029, EFS 15 FEMA ICS-200, IS-00700 (NIMS) U. S. Green Building Council LEED Accredited Green Roof Design Professionals Charrette System Training (NCI) Form Based Code Institute (FBCI)

Congress for the New Urbanism Accreditation (CNU-A) Memberships

Certifications American Planning Association (APA) American Society of Landscape Architects (ASLA) Michigan Economic Development Association Certified American Society of Civil Engineers (ASCE) Economic Development Professional American Public Works Association (APWA) Certified Stormwater Operator Congress for the New Urbanism Housing Development Finance Professional (HDFP) Detroit Association of Planners Project Management Boot Camp Heritage Ohio (Ohio Main Street) PASER Road Rating Improving Michigan’s Access to Geographic Planning and Zoning Instructor (MAP) Information Networks (IMAGIN) Certificate of Real Estate Institute of Transportation Engineers (ITE) Certified Playground Safety Inspector (CPSI) Michigan Association of Physical Plant American Institute of Certified Planners (AICP) Administrators (MIAPPA) National Charrette Institute Certification (NCI) Michigan Association of Planning (MAP) MAP Planners in Private Practice Michigan Complete Streets Registrations Michigan Downtown Association (MDA) Professional Registered Engineers Michigan Economic Development Association (MEDA) State of Michigan (PE) Michigan Historic Preservation Network State of Ohio (PE) Michigan Municipal League (MML) Professional Landscape Architects Michigan Recreation and Parks Association State of Michigan (PLA) Michigan Rural Network State of Ohio (PLA) Michigan Society of Professional Engineers State of Illinois (PLA) Michigan School Business Officials (MSBO) State of Indiana (PLA) National Complete Streets Council of Landscape Architects Registration National Main Street Center Boards (CLARB) National Society of Professional Engineers Residential Builder License National Trust for Historic Preservation State of Michigan Preservation Detroit Society of Marketing Professional Services (SMPS) Society of College and University Professionals (SCUP) Specialized Training South Oakland County Municipal Engineers (SOCME) Southern Michigan Water and Sewer Utilities EPA Brownfield Redevelopment Association (SMW & SUA) People, Places and Placemaking Toledo Metropolitan Area of Council of Governments Economics of Place (TMACOG) Neighborhoods, Streets and Connections Urban Land Institute Form Planning and Regulation Collaborative Public Involvement Applied Placemaking Complete Streets Geographic Information Systems Bidder - Please complete and return

BID SUMMARY TITLE: Public Visioning Process for the Recreational Authority DUE DATE: Wednesday, April 25, 2018, 2:00 p.m.

Having carefully examined the attached specifications and any other applicable information the undersigned proposes to furnish all items necessary for and reasonably incidental to the proper completion of this bid. Bidder submits this bid and agrees to meet or exceed all requirements and specifications unless otherwise indicated in writing and attached hereto.

Bidder understands and agrees that all necessary permits, licenses and insurances must be obtained and that all applicable federal, state and local codes, laws and regulations must be complied with.

Bidder understands and agrees, if selected as the successful bidder, to accept a Contract and to provide proof of the required insurance.

Bidder understands that the Authority reserves the right to accept any or all bids in whole or part and to waive irregularities in any bid in the best interest of the Authority. The bid will be evaluated and awarded on the basis of best value to the Authority. Criteria used will include but will not be limited to, price, accessories, options, and overall capability to meet the needs of the Authority.

Bidder agrees that the bid may not be withdrawn for a period of ninety (90) days from the actual date of the opening of the bid.

Proposed Not-to-Exceed Amount: $______20,900

Submitted by:

______Beckett & Raeder, Inc. Signature Company Name

______John Iacoangeli, Principal ______535 W. William St. Suite 101 Name and Title (Print) Company Street Address

______734.663.2622 ______Ann Arbor, MI 48103 Phone City State Zip

[email protected] Circle one: Sole proprietorship / partnership / corporation Email ______State of Michigan If corporation, include state of corporation

Public Visioning Process for the Recreational Authority 10 ii

Roles and Responsibilities

John Iacoangeli, AICP, LEED AP, CNU-A, FBCI, NCI Principal-in-Charge John's experience with community master planning and other special projects related to long-term recreation planning has yielded a depth of knowledge assessing recreational properties and seeking local financing options. He has particular expertise in waterfront, seasonal, and recreation-based communities in northern Michigan. John’s role on the project will be as the Principal-in-Charge, attending team meetings as necessary and providing guidance and support. He spends his time predominately between the Beckett & Raeder, Inc. northern Michigan offices in Petoskey and Traverse City.

Claire Karner, AICP, NCI Associate, Planner, Public Engagement Facilitator Certified by the National Charrette Institute, Claire has a particular interest in public engagement and the relationship between people and their communities. She has conducted visioning sessions, public meetings, and community surveys across the state, helping communities use the results to formulate unique plans and reports tailored to their specific conditions. Claire’s role in the project will be to conduct the preliminary research and community engagement as well as producing the final report document. Claire is the lead planner in the firm’s Traverse City office.

Marisa Laderach GIS Specialist, Planner Marisa has experience with recreation planning, master planning, daily planning services, geodatabase management, mapmaking, and spatial analysis, among many other GIS skills. She is passionate about using GIS to inventory and identify critical natural features, shared community assets, and sensitive lands to better inform long- term recreation planning. Marisa’s role in the project will be to conduct all spatial analysis that the project requires, produce any maps in the report, and assist with public engagement facilitation. She will be located in the Ann Arbor headquarters during the project, but available to provide assistance for public engagement as needed.

Michelle Bennett Project Professional, Planner Michelle is very dedicated to recreation planning in Michigan and has experience writing several recent park and recreation 5-year plans with various clients throughout the state. She is familiar with identifying and extracting the unique recreational needs of waterfront and rural Michigan communities as well as working directly with residents to engage, inform, and communicate. Michelle’s role in the project will be to provide planning support and assistance. She will be located in the Ann Arbor headquarters during the project, but available to provide assistance for public engagement as needed.

Gregg Smith Co-Owner and Principal, Lawton Gallagher Group Gregg Smith is the co-owner and principal of Lawton Gallagher Group, an 18-year-old communication / marketing firm located in Traverse City. Regional and national client experience includes manufacturing, environmental nonprofits, public affairs campaigns, art and health organizations, and retail and service providers. His professional activities cover 22 years of newspaper group ownership and publishing in five Northwest Michigan counties. His areas of expertise include public relations, national and regional media relations, online / social media, websites, strategic planning, book publishing, and writing / interviewing for multiple genres. His role on the project will be to coordinate all public relations outreach tasks and he will be located in Traverse City.

Claire Karner, AICP, NCI Associate, Planner

Claire has worked in the public, private, and non-profit sector on a diversity of community planning efforts; including natural resource policy, long-range transportation planning, climate adaptation, and the intersection between public health and land use policy. Claire enjoys learning from communities, and works hard to ensure that final products genuinely reflect the unique needs of the community they serve. She has led a number of comprehensive planning processes from beginning to end; facilitating community engagement and visioning sessions, managing communication and outreach, administering community-wide surveys, and drafting final plans and policies. She also has experience managing projects that integrate cutting-edge research into planning and local policies, using community- wide vulnerability assessments and scenario-based planning methods.

EDUCATION SELECTED EXPERIENCE Master of Community and Planning Services Regional Planning Bay Township, Michigan University of Oregon Village of Ellsworth, Michigan Banks Township, Michigan Bachelor of Arts Burt Township, Michigan Program in the Environment Hayes Township, Michigan University of Michigan Project Rising Tide CERTIFICATIONS Michigan Governor’s Office & Michigan Economic Certified Planner, American Development Corporation (MEDC) – Master Planning and Institute of Certified Planners Zoning Ordinance Rewrites for 10 Communities throughout the State of Michigan Certified Charrette Planner, City of Harrison Master Plan National Charrette Institute City of Evart Zoning Ordinance Village of Newberry Master Plan AFFILIATIONS American Planning City of Harrison Recreation Plan Association, Michigan Harrison, Michigan Chapter Village of Suttons Bay DDA Plan TEACHING EXPERIENCE Suttons Bay, Michigan Climate and Health Adaptation Planning Clam Lake Township Master Plan Statewide Training Clam Lake Township, Michigan

Natural Resource Planning City of St. Joseph Master Plan* and Policy St. Joseph, Michigan University of Oregon Resilient Michigan Program* Evolutionary Biology Multi-year data-driven collaborative program working with University of Michigan over 15 communities to update their master plans through the lens of climate adaptation and resiliency CONFERENCE SESSIONS American Planning Lake Charlevoix Zoning Protections* Conference Collaborative effort to develop uniform zoning standards for all ten jurisdictions surrounding Lake Charlevoix Michigan Association of Planning Conference Restoring, Retrofitting, & Recoupling Michigan’s Great Lakes Shorelines* Michigan Municipal League Community-wide coastal scenario planning and research Annual Conference effort aimed at enhancing resilience in six coastal jurisdictions Great Lakes Adaptation Forum *Work done outside of Beckett & Raeder, Inc.

Marisa Laderach Project Professional, Planner / GIS

Marisa has experience in both planning and GIS as a consultant, cartographer, and educator. Her equal love of mapping and planning go hand-in-hand as she utilizes visual techniques to emphasize relevant and important planning data. This data can then be used in urban planning projects to create maps and graphics that easily convey information to clients, citizens, and stakeholders. Through analysis of physical, social, and environmental features, Marisa employs advanced analytical and processing techniques to enhance spatial information. Her skills include geodatabase management, network analysis, raster analysis, spatial interpolation, spatial analysis, and spatial statistics, among many others. A proud Michigan native, Marisa is strongly committed to improving communities in Michigan and the midwest.

EDUCATION SELECTED EXPERIENCE Bachelor of Science Trenton Coast Resiliency Master Plan Environmental Geography City of Trenton, Michigan Double-Concentration in Daniel Burnham Award for a Comprehensive Plan – Land Use Planning and GIS Michigan Association of Planning, 2017 Minor in Environmental Studies Jackson Community Master Plan Central Michigan University City of Jackson, Michigan Daniel Burnham Award for a Comprehensive Plan – Master of Science Michigan Association of Planning, 2016 Urban and Regional Planning Eastern Michigan University Project Rising Tide Michigan Governor’s Office & Michigan Economic CERTIFICATIONS Development Corporation (MEDC) – Master Planning and GIS Graduate Certificate for Zoning Ordinance Rewrites for 10 communities throughout Professionals the State of Michigan (GIS Services) Village of Newberry Master Plan TEACHING EXPERIENCE City of Harrison Master Plan Eastern Michigan University, City of Evart Master Plan Institute for Geospatial City of Evart Zoning Ordinance Research & Education (IGRE) City of Sandusky Master Plan City of River Rouge Master Plan Wayne County Regional Educational Service Authority Clam Lake Township Master Plan (RESA) Clam Lake Township, Michigan

Integrated Resource Management Plan, Nottawaseppi Huron Band of the Potawatomi Indians Pine Creek Reservation, Fulton, Michigan

Designing and Achieving Our Potential! Village of Ellsworth & Banks Township, Michigan

Arcadia-Pierport Watershed Plan Multijurisdictional watershed plan for five townships and two villages Benzie and Manistee Counties, Michigan

Norton Shores Seminole Road Corridor Placemaking Plan Norton Shores, Michigan

Tena Canton Master Plan* GIS/Planning Services Talag Parish, Tena Canton, Ecuador

* Work performed outside of Beckett & Raeder

Michelle Bennett Project Professional, Planner

Michelle has experience in domestic and international planning that spans both the private and public sector. Michelle’s professional experience within the planning field and prior focused on improving economic development opportunities in cities. Her experience managing large scale, survey-based projects and converting data into a disgestible format for cities is critical for the implementation of economic development strategies. Aside from economic development, her interests also include the intersection of environmental, strategic, and recreation planning. Originally from California, Michelle is more interested in working on the urban issues that affect the midwest.

EDUCATION SELECTED EXPERIENCE Bachelor of Arts City of Sandusky Parks & Recreation Plan Urban Studies & Economics City of Sandusky, Michigan University of California, San Diego City of Sturgis Master Plan Sturgis, Michigan Master of Urban and Regional Planning Project Rising Tide University of Michigan, Ann Statewide Planning Initiative providing planning and zoning Arbor services to 10 communities throughout Michigan City of Sandusky Master Plan TEACHING EXPERIENCE City of Evart Master Plan University of Michigan, Legal City of River Rouge Master Plan Aspects of the Planning Process Trenton Coast Resiliency Master Plan City of Trenton, Michigan AFFILIATIONS Daniel Burnham Award for a Comprehensive Plan – American Planning Michigan Association of Planning, 2017 Association, Michigan Chapter Pittsfield Township Parks and Recreation Plan Pittsfield Township, Michigan Emerging Planning Professionals Committee Kalamazoo County Master Plan Kalamazoo County, Michigan

Integrated Resource Management Plan, Nottawaseppi Huron Band of the Potawatomi Indians Pine Creek Reservation, Fulton, Michigan

City of Northville Downtown Strategic Plan Northville Downtown Development Authority Northville, Michigan

State of Nevada Usability Study* Tourism Marketing Research Nevada Commission of Tourism

City of Sydney Australia Business Plan* Urban Agriculture Feasibility Study Sydney, Australia

*Work performed outside Beckett & Raeder

iii Community Engagement: Village of Northport

For the first time in Leelanau / Northport history, two The resulting report presents a community-driven local units of government, a nonprofit community vision of a revitalized core with achievable strategies. corporation, and the local Rotary Charities came An implementation plan was crafted with specific together to help realize their full potential. Focusing actions and responsibilities, providing a clear path on the combined wisdom and talent in the Village towards success. The fuller understanding of the issues of Northport, Leelanau Township, and the Leelanau raised by the community helped shape the concrete Township Community Foundation, the three parties strategies formulated to progress toward that vision, wanted to fully align their shared goals and assets and in turn, the strategies’ details helped match them to strengthen their common good. Situated on the with a timeline for completion and a responsible party. historic waterfront region on the western shore of Grand Traverse Bay, citizens wanted the Leelanau / Northport area to accommodate multiple purposes and users, both now and in the future.

Beckett & Raeder, Inc. led a thorough community engagement approach and established a leadership team of community representatives to aid in the planning process. Stakeholders were interviewed, the public was surveyed, and a visioning session altogether laid the groundwork for community support and input. The citizens’ priorities were vocalized and collected, and of greatest importance was the development of year-round businesses, a long-term economic plan for the community, and a streamlined approach to economic development.

investment Ellsworth Atwood Community Designing and Achieving Our Potential! Banks Township, Michigan

Citizens, stakeholders, officials, and business interests of the Ellsworth Atwood community came together in early 2016 for a short, dynamic planning exercise designed to distill the community's overarching priorities and provide a "quick start" guide to action. The project began with a Community Forum that brought over 50 residents to the beautifully renovated Banks Township Hall in the midst of a winter storm warning. The gathering, catered by an up-and-coming local food business, represented all segments of the population: young and old, retired and employed, families and empty-nesters, Village and Township.

At the Community Forum workshop, participants identified short- and long-term goals as well as potential barriers to their completion. Synthesis of these answers offered a methodology to prioritize them, forming the basis of the community strategy. The priorities were each explored with a Steering Committee comprised of local decision-makers. Through these guided conversations about Downtown Revitalization, Neighborhood Stability, Housing, Economic Development, and Tourism / Recreation, actions were identified to advance the community's goals in each area.

The final report is a succinct, attractive document that is intended to provide a clear path to operation. The kickoff of this Action Plan included a funders' meeting, at which various agencies with a stake in the community came together to review the potential projects and weigh in on their preferred level of participation.

interactive Lakes to Land Regional Master Plan A Collaboration Among 16 Communities in Northern Michigan Michigan Association of Planning 2014 Innovation in Regional Planning Award

The Lakes to Land Regional Initiative began with five Northwestern Michigan townships wishing to team up in order to attain an economy of scale, and to pool grant application resources for the purpose of creating a collaborative master plan. Seeking initial assistance from the Manistee Alliance for Economic Success, the loose organization quickly garnered funding and brought Beckett & Raeder on board to facilitate the process.

Within eight months, the enterprise had tripled in size to become the largest of its kind in Michigan. It now encompasses 10 townships, 4 villages, and two cities, signaling a readiness and desire for cooperation throughout the region. All of the communities have environmental concerns that are interconnected, a delicate balance between rural character and economic development to maintain, and a seasonal economy that creates unique and challenging opportunities best faced collaboratively.

To achieve this collaboration while clearly affirming the autonomy of each community, the project embarked on an innovative new process. A leadership team consisting of at least two representatives from each community was charged with the task of encouraging as many citizens as possible to participate in the 10 public visioning sessions held throughout the region. The writing of individual master plans in accordance with the Michigan Planning has begun for each municipality which does not have an updated plan in place. In spring of 2013, a "Convention of Communities" brought everyone together to examine these plans for partnership opportunities, consistency, shared assets, and those economies of scale and grant resources.

instrumental Lakes to Land Farm and Food System Assessment A Collaboration Among 16 Communities in Northern Michigan Michigan Association of Planning 2015 Innovation in Economic Planning and Development Award Beginning in 2012, 16 local units of government in rural Northwest Michigan formed a regional collaboration in order to increase capacity by working together to address needs going unmet in individual communities. Although the role of agriculture as a land use and economic activity of overwhelming importance shone like a beacon, almost no data existed which would offer a comprehensive understanding of the outputs, distribution channels, unmet needs, or duplicated services associated with the 25% of the region’s land classified as “agricultural.” This lack of data made robust recommendations aimed at substantially improving the local economy impossible. The Farm and Food System Assessment was designed to capitalize on and fit within the existing superregional framework while remaining specific to the Lakes to Land communities. The data were sourced from, and verified by, the agricultural community: the consultant researcher “embedded” in the area and gathered data by attending farmers’ markets and farm bureau meetings, conducting on- site interviews, personally delivering and picking up surveys, and building relationships through word-of- mouth recommendation. As a result, the final report presents a picture of agriculture in the Lakes to Land region in fine- grained and vivid detail. Comprehensive data from the Census of Agriculture are compiled and mapped. Narratives are developed through the interviews, and surveys support, explain, and expand upon the ownership and sales classifications of farming operations. Images commissioned from a local photographer highlight lush vegetation and tantalizing dishes. The report is an accessible, readable document meant to offer any interested citizen a meaningful acquaintance with the local food system.

instrumental City of Kalkaska Designing and Achieving Our Potential! Kalkaska, Michigan

The Kalkaska Community, located at the crossroads of US-131 and M-72 in northern Michigan, is ready to take action and achieve its full potential. Community leaders have identified that forming better partnerships and collaborative efforts are necessary to uncover and exploit economic development and employment opportunities, otherwise lost by isolated endeavors. Since economic development requires all groups to work together, it is important to understand that a lack of collaboration becomes a major barrier.

Beckett & Raeder, Inc. helped set the stage for collaboration by working with a Leadership Team to develop a concise and achievable action plan. These meetings went above and beyond the discussion of action strategies, taking the 100 strategies previously identified and assigning priorities based on consensus, acknowledgement of community capacity, and the ability to achieve results. Meeting with Community Leaders allowed the Village, Township, County, and major employers to recognize the need for effective collaboration. Though this may seem simple, economic development is often highly competitive, resulting in duplicative efforts and squandering of limited fiscal resources.

The “Game Plan” developed through these meetings established focus areas. The goal was to streamline the appropriate resources to respond to development inquiries. Focus areas, which are either existing sources of capacity or planned development initiatives, included the Kalkaska Economic Alliance, a potential Logistics Hub, the public Railroad Square property, the Kalkaska County Library, any new Trail Town developments, and US-131 Marketing and Branding.

The end result of this project was transforming a long list of strategies into a condensed, intuitive, and digestible format, establishing focus areas and assigning responsible parties and agencies. The final action plan empowers Kalkaska to initiate positive changes in their community and works towards both short- and long-term goals. interactive

Project References

Becky Ewing, Associate Director Rotary Charities of Traverse City NorthSky Nonprofit Network 202 E. Grandview Parkway, Suite 200 Traverse City, MI 49684 231.941.4010, ext. 203 [email protected]

Russell Soyring, Planning Director City of Traverse City Planning Department 400 Boardman Avenue Traverse City, MI 49684 [email protected]

Shawn Winter, Planning & Zoning Administrator Acme Township 6042 Acme Road Williamsburg, MI 49690 231.938.1350 [email protected] iv

City of Traverse City and Garfield Township Recreational Authority – Public Visioning Process UNDERSTANDING OF THE PROJECT AND WORK PLAN

UNDERSTANDING OF REQUEST The City of Traverse City and Garfield Township Recreational Authority (the Authority) is at a crossroads. Fourteen years ago, the Authority, with its partners, stepped up to purchase and preserve three culturally, environmentally, and historically relevant pieces of property for public use. The Authority has enjoyed enormous success in renovating the Historic Barns Park, cultivating partnerships with community groups and tenants using its properties, and managing these properties for public use and enjoyment. The Authority has established itself as a successful, fiscally independent entity. However, there are opportunities to expand services, expand property, and engage the public to ensure the Authority is serving the needs of the public in the most effective way possible.

The proposed work plan outlines a successful engagement process that will set a long-term path forward for the Authority; redefining (if necessary) the scope of services and responsibilities of the Authority. This work plan includes the required items in the Request for Proposals, but the proposed public relations outreach and site-specific surveys will go beyond to strengthen the community’s trust and support of the Authority. The overall community engagement approach harnesses new technologies to engage people in convenient, accessible ways, and remote methods coupled with in- person methods ensure a collection of input from the various recreation user groups within the community.

Through our review of your Request for Proposals, we understand your primary needs and that they must be reflected in this community visioning process. We believe that this process must be:

Open and inclusive to gather input from a diverse spectrum of user groups; Long-term and visionary, with a special emphasis on the prioritization and phased development of future projects; Coordinated with financing opportunities and the identification of key partners and responsible parties for implementation efforts; Engaging, accessible, educational, and intuitive; and Defining a single, cohesive vision for the Authority with a step by step process for getting there.

ELEMENTS OF THE PUBLIC VISIONING PROCESS FOR THE AUTHORITY WILL INCLUDE: 1. Project Initiation & Oversight 2. Community Engagement 3. Public Relations Outreach 4. Recommendations 5. Final Report

TASK 1: PROJECT INITIATION AND OVERSIGHT

1.1 Kick-Off Meeting At the initial kickoff meeting with the Authority Board, the scope of work will be finalized, among reviewing goals, objectives, pertinent issues, and expected outcomes. This meeting will be an opportunity to establish the driving principals that serve as the backbone for the Authority’s ongoing operations.

1.2 Review Existing Documents Review the existing and past strategic planning documents, and any other materials that will have a bearing on the direction of this project.

1.3 Project Administration Meeting materials, interim reports, project marketing, and community surveys will be created and shared with Authority and uploaded to a dedicated project website. This will be an ongoing component of the visioning process. Monthly progress reports will be shared with the Authority at Board meetings. Additional meetings may be held with the Board’s Strategic Planning Committee if the workload warrants additional help and support.

TASK 2: COMMUNITY ENGAGEMENT

2.1 Stakeholder and Board Survey BRI will develop an electronic survey for stakeholders as identified by the Authority, as well as Board members. The purpose of the survey will be to better understand key issues, strategic and operational priorities, opportunities for expanded services and collaboration, and other ideas for improvement.

2.2 Community Visioning Workshop #1 In August 2018, BRI will facilitate a community visioning workshop to better define public perceptions of the Recreational Authority. Members of the public will be invited to come learn about existing services and partnerships, give feedback on what the Authority is doing well and opportunities for improvement, and provide input on opportunities for expanded services. Using fun and engaging new technologies, such as “Plickers” score cards, we can engage the group with real time voting mechanisms to determine their preferences and attitudes. This technology allows for interactive, instant responses while allowing participants to remain anonymous in the voting process.

2.3 Site-Specific Surveys To better understand site priorities and reach a more diverse audience, BRI will develop site- specific surveys for each of the three properties currently owned and operated by the Authority. a) Mobile Surveys BRI will use smart phone technology to better understand who is using each property owned by the Authority and how they are being used. These site-specific smart-phone enabled surveys will utilize QR codes to ask a few key questions. Each mobile site will feature a poster in a prominent location with a scannable QR code that takes the user directly to a quick, simple survey.

b) Intercept Surveys Prepare a five-minute survey to be completed by users of the Authority’s properties. “Intercept” surveys are designed to be completed in less than five minutes and will engage recreation users while offering an opportunity to collect feedback via quick, online, interactive surveys. BRI staff members will intercept users on-site and surveys will be completed on handheld tablet devices; BRI will verbally perform the survey for recreation users that do not wish to complete the survey using the tablet device.

2.4 Community Visioning Workshop #2 In October 2018, BRI will facilitate a second community visioning workshop. Attendees will be presented with a list of alternatives of possible areas for expanded services and asked to prioritize this list.

2.5 Summary of Findings BRI will compile the results of the online survey and community visioning workshops and create applicable cross tabulations to analyze the responses to prepare an assessment of input. This information will be presented to the Authority at a regular board meeting.

OPTIONAL WORKSHOP #3 2.6 Community Visioning Workshop #3 BRI will facilitate a third community visioning workshop if the Recreational Authority desires a third workshop. It is anticipated that the site-specific surveys as identified in Task 2.3 will provide supplemental input in a convenient, easily-accessible format from demographic groups that traditionally struggle with in-person participation, such as young working families and community youth. However, should the Recreational Authority prefer a third workshop be conducted, we are prepared to include this in the final Work Plan.

TASK 3: PUBLIC RELATIONS OUTREACH

3.1 Press Releases and Communications BRI will facilitate the ongoing communicative efforts focusing on writing and distributing press releases to major media outlets. These press releases will inform the public of community engagement opportunities and updates to the overall project. Transparency and connection to project team members will be emphasized. An estimated seven (7) press releases will be drafted throughout the course of the project.

3.2 Social Media Campaign Following each press release, a comprehensive approach to social media will align news outlets with social media outlets. Working alongside any existing social media accounts with the City of Traverse City, Garfield Township, and the Recreational Authority, social media posts will be drafted for release on all applicable social media platforms. Optionally, the BRI social media platforms may be used as an additional promotional platform, if desired. These posts will coincide with press releases as identified in Task 3.1, but they will be more frequent to consistently inform the public and remind them of the project status and opportunities for input. An estimated 10 social media posts will be drafted throughout the course of the project.

TASK 4: RECOMMENDATIONS

4.1 Preferred Approaches The preferred approaches section will emphasize recommendations based upon input received during the community engagement process. Recommendations will be identified with significant guidance from the public and will consider alternative approaches that may not have been explicitly identified by the Recreational Authority.

4.2 Implementation Plan BRI will define and provide a schedule of actions necessary to implement the strategies and recommendations. Funding and financing sources for recommended projects will be included. The entity most appropriate to spearhead each recommended action will be identified for ease of implementation. These recommendations will be prioritized and phased to produce a schedule that is highly implementable.

In order to measure the cost of the priorities against available funding potential, an estimate of probable cost will be developed for the high-prioritized projects. This information can then be used to calculate funding availability either through the current dedicated millage or what revenue stream will be needed to accomplish the priorities. This will help determine the scope for a possible renewal or determine the gap needed to be filled by state and federal grant funds. This assessment asks, “How much do we need to accomplish our high-priority projects? Do we have enough available funding? If we don’t, how much is needed, and where can we get it?”

4.3 Recreational Authority Board Meeting Meet with the Board for one (1) meeting to review the draft recommendations and discuss any requested edits, ideas, etc.

TASK 5: FINAL REPORT

5.1 Executive Summary Upon completion of the Final Report, an Executive Summary will be prepared to emphasize the overall findings and significant recommendations moving forward with implementation. It will likely be developed in a concise, “saddle stitch” three-staple, magazine-style format. The text narrative, graphics, images, charts, and maps will be in one cohesive document, and it will be accessible, intuitive, and designed to engage readers with a carefully constructed layout.

Deliverables: At the conclusion of the project BRI will deliver to the Client the following: Entire text of all elements, integrated into one document, including charts, photographs, and graphics. Ten (10) color copies of the final report. Two (2) memory sticks consisting of all documents, graphics, and photos, ESRI ArcGIS files, any PowerPoint slide presentations, and photos.

City of Traverse City and Garfield Township Recreational Authority – Public Visioning Process Proposed Budget

Hours Fee Expenses Task 1.0 Project Initiation and Oversight 46 $3,290 Kick-Off Meeting 10 $900 Review Existing Documents 8 $550 Project Administration 28 $1,840 Task 2.0 Community Engagement 117 $8,980 Stakeholder and Board Survey 18 $1,320 $75 Community Visioning Workshop #1 29 $2,325 $325 Site-Specific Surveys 27 $2,080 $250 Community Visioning Workshop #2 28 $2,205 $325 Summary of Findings 15 $1,050 Optional Community Visioning Workshop #3 28 $1,955 $75 Task 3.0 Public Relations Outreach 8 $1,040 Press Releases and Communication 8 $520 Social Media Campaign 8 $520 Task 4.0 Recommendations 45 $5,390 Preferred Approaches 39 $2,570 Implementation Plan $2,200 Recreation Authority Board Meeting 6 $620 $150 Task 5.0 Final Report 26 $2,200 Executive Summary 26 $2,200 $350

Total Expenses (Mileage, Renderings, Plotting, Color Copies) $1,475 Base Bid for services (includes expenses, excludes optional $20,900 Workshop #3) Bid for services with Optional Items (includes expenses, includes $22,855 optional Workshop #3)

Staff Hours by Job Title and Hourly Rates Hours Rate John Iacoangeli, Principal $120 Tim Knutsen, Senior Associate $110 Claire Karner, Associate $70 Marisa Laderach, Project Professional $65 Michelle Bennett, Project Professional $65

This proposed budget includes 3 meetings with the Recreational Authority and 2 or 3 public workshops (depending on optional workshop #3). Additional meetings with the Recreational Authority will cost $250 per meeting. City of Traverse City and Garfield Township Recreational Authority – Public Visioning Process Proposed Timeline

months Jun Jul Aug Sep Oct Nov Dec Task 1.0 Project Initiation and Oversight Kick-Off Meeting M Review Existing Documents Project Administration Task 2.0 Community Engagement Stakeholder and Board Survey Community Visioning Workshop #1 P Site-Specific Surveys Community Visioning Workshop #2 P Summary of Findings M Optional Community Visioning Workshop #3 P Task 3.0 Public Relations Outreach Press Releases and Communication Social Media Campaign Task 4.0 Recommendations Preferred Alternatives Implementation Plan Recreation Authority Board Meeting M Task 5.0 Final Report Executive Summary

This proposed timeline includes 3 meetings with the Recreational Authority and 2 or 3 public workshops (depending on optional workshop #3).

April 25, 2018

The City of Traverse City and Charter Township of Garfield Recreational Authority C/o Matt Cowall, Executive Director 324 Munson Avenue Traverse City, Michigan 49686

Re: Public Visioning Process for the Recreational Authority

Dear Mr. Cowall,

Enclosed please find a proposal and cost estimate in response the Request for Proposals regarding the Public Visioning Process for the Recreational Authority. On behalf of a team including Parallel Solutions, Mac McClelland (Otwell Mawby), Sarah Naperala (Naperala Consulting LLC), Elise Crafts (Statecraft), and Kate Rose (Kate Rose Commnications LLC), we are honored to share this proposal for your consideration.

Please contact me directly at (231) 409-7885 or by email at [email protected] with any questions.

Thank you for your leadership.

Sincerely,

Megan Olds President & Principal, Parallel Solutions LLC Bidder - Please complete and return

BID SUMMARY TITLE: Public Visioning Process for the Recreational Authority DUE DATE: Wednesday, April 25, 2018, 2:00 p.m.

Bidder understands and agrees that all necessary permits, licenses and insurances must be obtained and that all applicable federal, state and local codes, laws and regulations must be complied with.

Bidder understands and agrees, if selected as the successful bidder, to accept a Contract and to provide proof of the required insurance.

Bidder agrees that the bid may not be withdrawn for a period of ninety (90) days from the actual date of the opening of the bid.

Proposed Not-to-Exceed Amount: $______59,915.00

Submitted by:

______Parallel Solutions LLC Signature Company Name

______Megan Olds, President and Principal ______425 Boardman Avenue,______Suite C Name and Title (Print) Company Street Address

______231-409-7885 ______Traverse City MI 49684 Phone City State Zip

[email protected] Circle one: Sole proprietorship / partnership / corporation Email ______If corporation, include state of corporation

Public Visioning Process for the Recreational Authority 10

Proposal for the Public Visioning Process for the Recreational Authority

Understanding of Need

The Recreational Authority’s leadership and efforts have made a dramatic impact on the way members of the public experience and enjoy three park properties in our community:

● West Bay Waterfront Parcel - 0.5 acre parcel on West Grand Traverse Bay in downtown Traverse City ● Hickory Meadows - 112 acre parcel adjacent to the Hickory Hills ski area ● Historic Barns Park - 56 acre parcel at the southern end of the Grand Traverse Commons

Our team understands that the Recreational Authority is reflecting on its past successes, seeking to understand how the community perceives its work. We understand that the Recreational Authority is considering current needs and site conditions in order to establish a clear direction and focus for what is next. We are aware of the potential consideration of a millage for maintenance or site improvements in 2020, as well as the Recreational Authority’s interest in evaluating the scope of its mission going forward.

Our team’s proposed robust stakeholder and citizen engagement process is designed to help the Recreational Authority generate and evaluate scenarios that are well-informed by public input in order to provide clear direction for future action. We seek to find meaningful opportunities for the greatest number of community members to share their ideas about the future use of the properties.

Project Team

The team submitting this proposal includes Megan Olds, Mac McClelland, Sarah Naperala, Elise Crafts and Kate Rose. The roles and responsibilities of each team member are listed below.

Megan Olds, Parallel Solutions LLC, will serve as the project and process manager, contract manager and primary point-of-contact with the Recreational Authority. She will also co-facilitate the three planned public meetings.

Mac McClelland, Otwell Mawby, will co-facilitate public meetings, conduct some of the focus groups, and engage in meetings and conversations with the Recreational Authority and with the Hickory Meadows Advisory Committee.

Sarah Naperala, Naperala Consulting LLC, will lead stakeholder interviews and synthesize and analyze stakeholder feedback.

Elise Crafts, Statecraft LLC, will facilitate a majority of the focus group meetings, host stakeholder interviews, assist with public meeting facilitation, and lead survey and questionnaire

Proposal for the Public Visioning Process for the Recreational Authority

design.

Kate Rose, Kate Rose Communications LLC, will lead communications planning, design and create content for the project website, design and prepare outreach materials, manage social media and email communication, synthesize stakeholder feedback, and write and edit the final report.

Proposed Approach and Activities

Process Organization and Project Management

Internal Team Meetings Megan will host internal project team meetings. The purpose of these meetings will be to establish key benchmarks, assess progress, evaluate stakeholder feedback and public input, and address and resolve questions or issues.

Planning and Engagement Process Road Map At the outset of the project, the team will create a process roadmap to ensure accountability and a shared understanding of key benchmarks. The team intends to use the software Basecamp to share information, maintain clarity about roles and assignments, and internally report on the completion of key tasks and activities.

Meetings with Recreational Authority Board Megan will meet monthly with the Recreational Authority Board to share progress toward key benchmarks and preliminary findings and to discuss any project-related issues that arise. The first meeting will affirm the overall goals and direction of the process, establish assumptions, and identify and confirm the key partners and stakeholders with whom to engage. The second meeting will include a report on the progress of activities. The third meeting will include a presentation of preliminary scenarios and the collection of feedback, and the final meeting will include the presentation and refinement of the final report. Mac will join some of these meetings in order to provide perspective based on past projects and key relationships and participate in discussions.

Stakeholder Research and Engagement

Data Gathering and Research Elise will gather existing reports and data and compile a summary report to inform and guide the engagement process. Reports and data gathered may include management plans for the parks developed by the asset owners, grants used to acquire, protect or develop the property, strategic and management plans for the property developed by leaseholders, and plans and ordinances related to the property and the land adjacent to the three Recreational Authority

Proposal for the Public Visioning Process for the Recreational Authority

properties. The outcomes of this assessment will support the development of “givens” and parameters to help provide a framework for public input about future improvements or uses of the properties. Data gathering and research will occur in May or June 2018.

Meetings with Hickory Meadows Advisory Committee Megan and Mac will meet twice with the Hickory Meadows Advisory Committee. The purpose of the first meeting, to be held in June, will be to understand the advisory committee’s recommended management goals as well as any proud accomplishments, strengths, challenges, conflicts, or short- or long-term visions the group has for the Hickory Meadows property, including the manner in which the Recreational Authority functions and the mission and focus of its work and site priorities. The outcomes of the meeting will support the establishment of “givens” or goals for community input and reflection related to future potential property uses or improvements. The purpose of the second meeting will be to review scenarios and gather feedback.

Stakeholder Questionnaires Design and Distribution Elise will design the stakeholder questionnaires that will be distributed to elected officials, parks and recreation committee members, and staff members with authority and responsibility for parks and recreation asset management and user experiences in Garfield Township, the City of Traverse City, and Grand Traverse County. The questionnaire will ask about current perceptions of the Recreational Authority, including its: ● Work and performance, and what it might do better ● Mission scope, including whether it should remain focused on the three current parklands, or should it consider expanding its scope to include other selected projects ● Site priorities, including any improvements recommended for the three current parks

The questionnaire will be distributed in July 2018. Sarah will compile the results of the questionnaire.

Focus Group Facilitation The team will design and facilitate up to 12 focus group meetings with user groups and adjacent property managers. User groups may include mountain bikers, birders, hikers, disc golfers, cross country skiers, gardeners, Historic Barns Park venue users, and others. Adjacent property owners may include Munson Medical Center, Copper Ridge, businesses in the Warehouse District, T.A.R.T. Trails, Inc., the Traverse Bay Intermediate School District, TCAPS West Middle School, the State of Michigan, and the Wayne Hill and Central neighborhoods.

The purpose of the focus group meetings is to listen and gather the perceptions of participants. These are not education sessions or prioritization or decision-making sessions. In order to inform their comments, participants in the focus group meetings will receive summarized background information about the formation and current focus of the Recreational Authority, a map of the properties, and information about current site management and uses. Focus group questions will ask about current perceptions of the Recreational Authority including its:

Proposal for the Public Visioning Process for the Recreational Authority

● Work and performance, and what it might do better ● Mission scope, including whether it should remain focused on the three current parklands or consider expanding its scope to include other selected projects ● Site priorities, including any improvements recommended for the three current parks

The facilitated meetings will be structured in a typical focus group format, with a question presented to the group where each participant is given a chance to respond. Each focus group meeting will last approximately 90 minutes. The results of the meeting will be compiled for analysis. Elise and Mac will facilitate the focus group meetings. The meetings will be held in July and August 2018.

Interviews Sarah will conduct five interviews with the current land managers and leaseholders on the three properties including with The Botanical Garden at Historic Barns Park, TC Community Garden, SEEDS, the Grand Traverse County Conservation District, and the Venue Manager at Historic Barns Park. The purpose of these interviews will be to gather perspectives on these stakeholders’ current management goals and operating models, visions and plans for the future use and management of the properties, and perceptions of the property’s current strengths, challenges, conflicts, and opportunities.

Sarah will also conduct up to seven interviews with early champions and past board members of the Recreational Authority. The purpose of the interviews will be to invite reflections on past processes, gain a sense of successes and lessons learned, and understand how the past and original values and vision for the Recreational Authority can inform the parameters for public input.

The interviews will be conducted in July and August 2018.

Stakeholder Feedback Preliminary Report The team will assess the compiled results of the perspectives and input shared in the interviews, focus groups and questionnaires. Megan and Kate will prepare a preliminary stakeholder feedback report. This report will be shared with the Recreational Authority in both a hard copy and PDF format. The report will also be shared with participants in the interviews, focus groups, and questionnaire.

Communications and Outreach Kate will develop a project website as well as informational materials about the public input process. Her work will include website, social media, and email updates to stakeholders and participants in the engagement activities. Postings summarizing the outcomes of each public meeting will be made within a week of each meeting.

Identification of Public Values and Preferences

Proposal for the Public Visioning Process for the Recreational Authority

The team will host the first public meeting in October 2018. The purpose of the meeting will be to identify and understand the public’s values and preferences related to their use and enjoyment of the three Recreational Authority properties. In addition to capturing information and insights about the public’s opinions about current uses and experiences on the property and their level of satisfaction with those uses and experiences, the session will also include an interactive and guided exercise designed to capture perspectives about future desired uses and improvements and the level of priority they place on those desires.

The public session will be promoted broadly using flyers, signs, social media, emails to stakeholders, and via the project website. Members of the public who are not able to participate in the public meeting will have an opportunity to share their thoughts and ideas through a comment form on the project website.

Preliminary Recommendations The project team will compare information from the preliminary stakeholder report with the public input gathering through the first phase of public input and will develop a report with preliminary recommendations for site management and improvements. This report will be shared with the Recreational Authority in October 2018 for review, comments, and feedback. At the discretion of the Recreational Authority, the project team will also share this preliminary report with key stakeholders, including property land managers and leaseholders and the Hickory Meadows Advisory Committee, for their consideration and feedback. The team will evaluate feedback and comments and will develop preferred recommendations based on the input received.

Preferred Recommendations and Stakeholder and Public Feedback The project team will host a second public meeting to share the preferred recommendations with the public for review and feedback. This second public meeting will include a structured way for participants to indicate their level of agreement or disagreement with specific recommendations, as well as provide opportunities to share potential solutions or resolutions related to areas where they feel disagreement or conflict. The overall goal of the meeting will be to determine the relative level of community-based support for specific site improvement and management recommendations. This meeting will be held in November 2018.

As with the first public session, this meeting will be promoted broadly using flyers, signs, social media, emails to stakeholders, and via the project website. Members of the public who are not able to participate in the public meeting will have an opportunity to share their thoughts and ideas through a comment form on the project website.

Plan Development and Final Public Review The team will evaluate input from the second public session and will develop a first draft of a final report. This draft final report will be shared with the Recreational Authority prior to the hosting of a final public meeting where the draft plan’s recommendations will be presented for

Proposal for the Public Visioning Process for the Recreational Authority

final public review and comment. The format of the final meeting will be an “open house” where citizens will be able to review maps and drawings and comment on their level of support for the recommendations. This meeting will be held in January 2019.

As with the other public sessions, this meeting will be promoted broadly using flyers, signs, social media, emails to stakeholders, and via the project website. Members of the public who are not able to participate in the public meeting will have an opportunity to share their thoughts and ideas through a comment form on the project website.

Final Document Preparation, Final Report and Project Close-Out The team will evaluate feedback from the final public meeting and will revise and prepare a final report and recommendations. The final document will be delivered to the Recreational Authority in January 2019. The final deliverables will include a written report with recommendations, as well as maps and graphics that illustrate desired site improvements and changes. A hard copy of the report will be shared with each member of the Recreational Authority board and staff. An additional 25 hard copies of the report will be prepared so that the Recreational Authority may share it with others. A PDF version of the plan will be posted on the project website and also shared with the Recreational Authority for their use and distribution. Emails with a copy of the PDF version of the final report will also be shared with stakeholders who participated in the process, as well as members of the public who signed up through the website or at public meetings to receive information.

The team will make a final presentation of the report at a Recreational Authority board meeting in February 2019. Following the meeting, the team will share an evaluation form with the Recreational Authority to solicit feedback from the client about the project team’s performance and the process outcomes.

Process Timeline The Gantt chart which follows this proposal illustrates the projected timeframe for completion of the stakeholder engagement activities, the public input process and the drafting of a final report and recommendations. Proposed major milestones include:

Early Planning Meetings with Recreational Authority: May and June 2018 Interviews and Focus Groups: July and August 2018 First Public Meeting: September 21, 2018 Preliminary Recommendations: October 19, 2018 Second Public Meeting: November 12, 2018 Third Public Meeting: January 8, 2019 Final Report and Recommendations: January 31, 2019 Final Presentation to Recreational Authority: February 6, 2019

Proposal for the Public Visioning Process for the Recreational Authority

Costs The total not-to-exceed fee for the services and reimbursable expenses associated with this proposal is $59,915.00. The attached cost estimate details all associated personnel costs and project expenses by activity and deliverable.

Fee Schedule Associated With Personnel Expenses

Team Member Hourly Rate

Megan Olds $150

Mac McClelland $110

Sarah Naperala $100

Elise Crafts $125

Kate Rose $120

Our Team’s Experience

The team submitting this proposal has decades of experience designing and implementing public and stakeholder engagement processes. A sample of relevant and recent projects is listed below.

Brainstorming the Barns, Traverse City/Garfield Township Recreational Authority (2004) Team Members: Mac McClelland Roles: Together with Bob Russell, Mac worked with Recreational Authority representatives Mike Groleau, Jennifer Jaffe and Brian Bourdages, as well as Ray Kendra, architect to design and implement the citizen input process, which includes a series of five open meetings, created an extensive website to share information, provide email updates of the process progress,and encouraged comments and discussion from the community on the future of the Barns and surrounding property. Outcome: An extensive plan was developed through the process, including seeking proposals from community partners to operate on the Historic Barns Park and renovation of the historic barns for community use. SEEDS, Grand Traverse Botanical Gardens, and the Traverse City Community Gardens all operate on the property consistent with a management agreement. An extensive fundraising effort provide the capital to renovate the Barns which are now available to the community and for special events.

South Campus Entrance, Traverse City/Garfield Township Recreational Authority (2008 - 2009) Team Members: Mac McClelland 7

Proposal for the Public Visioning Process for the Recreational Authority

Roles: A condition of the State transaction of the Grand Traverse Commons included the development of a south entrance at the intersection of Silver Lake Road and Franke Road. Mac and Bob were again engaged by the Recreational Authority to engage the community in the design and implementation of the south campus entrance to meet the State requirement and be respectful of the overall Commons redevelopment. The process included extensive stakeholder engagement and open public meeting to gather input on the overall design consideration, design options, and the preferred option. Outcome: South Campus Entrance was constructed in 2010 and is an integral part of the Common transportation and access network.

Boardman Lake Trail Loop, T.A.R.T. Trails, Inc. (2016) Team members: Megan Olds, Sarah Naperala Roles: Megan served as the public and stakeholder engagement leader for the process, which included interviews, focus groups, site visits, an inter-governmental meeting, a project website, two public meetings, social media, and email communications with stakeholders. Sarah Naperala was a subcontractor and conducted interviews and facilitated focus groups and coordinated public meetings. Outcomes: The engineering firm Prein and Newhof designed the trail using the community input, and asset owners and managers have accepted the design. The trail is to be developed in 2019.

City Lot Project, City of Traverse City (2015) Team members: Megan Olds, as part of a team led by Influence Design Forum in collaboration with the Michigan Municipal League Roles: Megan designed public input gatherings, which featured a community picnic and an interactive community-based art activity. She also hosted interviews, conducted focus groups, developed media content, and developed content for the final report. The team used a chalkboard installed on Front Street, social media and a project website to engage citizens in providing input. Outcomes: City staff are stewarding the implementation of this process.

Statewide Comprehensive Outdoor Recreation Plan, State of Michigan, Department of Natural Resources (2017) Team members: Megan Olds Role: Focus group facilitation Outcome: Stakeholder feedback was used to develop visions, goals and objectives for Michigan’s Statewide Comprehensive Outdoor Recreation Plan which was completed in 2017.

East-West Corridor Transportation Study, Grand Traverse County Road Commission (2017-underway) Team members: Megan Olds, Elise Crafts Roles: Megan serves the Public Engagement Lead for the project; Elise is a subcontractor. The Engagement team also includes members from OHM Advisors and MKSK. The engagement process includes focus groups and interviews with stakeholders, facilitated inter-governmental meetings with representatives from agencies at the local, state, regional, and federal level with transportation and land use authority, five public meetings, media outreach, a project website, social media, and routine email communications.

Proposal for the Public Visioning Process for the Recreational Authority

Partnership Coordination, U.S. Army Corps of Engineers (2014 - 2018) Team members: Megan Olds Roles: Meeting design, interviews, surveys, facilitation of issue resolution Outcomes: Development of shared project visions and goal statements and the creation of partnering agreements for public and private partners outlining roles and responsibilities, lines of authority and communication expectations.

Our Team Qualifications

Megan Olds, President & Principal, Parallel Solutions LLC Megan is a huge fan of community-based systems and is not afraid to show it. She has spent her career dedicated to community growth and development, land and water conservation and stewardship, food and farming systems, housing, transportation, and access to nature and outdoor recreation. Pairing her professional experience in community and organizational development with a personal zeal for building trust and openness in decision-making, Megan established Parallel Solutions in 2014.

Parallel Solutions guides the processes and holds space for people to come together to align visions, get unstuck, create action plans, and make things happen to strengthen Great Lakes communities. Through strategic planning, community and team engagement, and facilitation, the company helps people build relationships and business practices to grow and sustain impact for the long-term.

To accomplish this, Parallel Solutions: ● Facilitates conversations when there is uncertainty or conflict amongst people or partners, and creates space to explore complex or difficult topics that do not have easy or formulaic solutions. ● Helps people clarify roles and responsibilities, lines of authority and accountability between organizations or agencies, within teams, or between staff and board. ● Coaches board and staff members about relationship-based organizational development and fundraising, and structures processes, programs, campaigns and activities that reflect that value. ● Develops and tailors realistic solutions that align with available capacity, resources, and time of the team working on an issue, project, or campaign. ● Supports civic and stakeholder engagement and project management for public projects and places such as parks, trails, farmers markets, and transportation.

Megan worked from 2007 - 2014 at the Grand Traverse Regional Land Conservancy where she served as Associate Director and Director of Development for one of Michigan's largest land trusts. She provided strategic leadership, managed the organization's operations, supervised and empowered staff, guided natural land and farmland protection and stewardship programs,

Proposal for the Public Visioning Process for the Recreational Authority

led fundraising efforts, and collaborated with public and private partners on community-based park and trail development projects.

From 1999 - 2007, Megan worked at Networks Northwest where she served as a planner and then as Regional Planning Director for a ten-county area in northwest Lower Michigan. While there she worked with local, state, and federal governments, private businesses, not-for-profit organizations and institutions to support, educate, and facilitate local decision-making, inter-jurisdictional planning and action related to community planning and development. Megan was honored by her professional peers in the community when she received the Roger Williams Planner Award for Excellence in the Professional Field of Planning from Grand Traverse County in 2005.

Megan is a 1999 graduate of Miami University (Ohio) with a Bachelor of Arts degree in Geography and a Bachelor of Philosophy degree from the School of Interdisciplinary Studies/Western College Program. She earned a Master of Arts in Organizational Management from Spring Arbor University. She has received additional training in conflict resolution and mediation, workplace diversity, and public speaking.

Office Location: 425 Boardman Avenue, Suite C, Traverse City, MI 49684

Mac McClelland, Otwell Mawby Mac McClelland has over 20 years of experience in community development in the public, private, and not-for-profit sectors, with a distinct skill and talent for public input and consensus. Mac designed and facilitated a process for the Traverse City DDA to engage property owners and businesses along the 200 block of Front Street in rethinking the design and operation of the alley along the Boardman River. Mac led citizen input processes for developing a community vision for the Barns and surrounding property on behalf of the City of Traverse City – Charter Township of Garfield Recreational Authority. The Barns and property are part of the Grand Traverse Commons, a unique and historic community resource that was formerly the Traverse City State Psychiatric Hospital. Mac continued to serve the Rec Authority by leading another community input processes for the design and development of the South Campus Entrance for the Grand Traverse Commons. More recently, Mac developed and led a process to get citizen input on a proposed West Boardman Lake Avenue for the City of Traverse City and work with adjacent property owners in the development of a proposed Garland Street Extension for the Traverse City DDA.

Proposal for the Public Visioning Process for the Recreational Authority

approved and funded by five townships, the City, and the County. The result was unanimous approval of a $35 million project to expand the region’s wastewater treatment plant and upgrade the plant’s discharge to tertiary treatment, all within one-half mile of one of Traverse City’s most historic and prestigious neighborhoods. Mac received the Environmentalist of the Year Award from the Northern Michigan Environmental Action Council for his leadership. McClelland is a Certified Charette Planner through the National Charette Institute.

Prior to joining Grand Traverse County, Mac was with the Michigan Public Service Commission’s state energy office where he developed the Michigan Biomass Energy Program, provided technical assistance to communities in comprehensive energy efficiency programs, and led a major environmental assessment of the state electricity generating industry.

Mac has a Bachelor of Science Degree in Environmental Science and a Master of Science Degree in Community Education, both from Michigan State University.

Office location: 309 E. Front Street, Traverse City, MI 49684

Sarah Naperala, Owner & Principal, Naperala Consulting LLC Sarah is skilled at managing organizational change, planning and implementation, developing and mentoring people and systems, and leading complex projects. She has worked in the not-for-profit, research, technology and education fields with over 20 years of experience.

Sarah began her not-for-profit professional career at Arbor Research Collaborative for Health where she worked from 2001 to 2005 managing a multi-million dollar government contract, The Scientific Registry for Transplant Recipients. She later worked at the Grand Traverse Regional Land Conservancy from 2006 – 2014. While there, she served in several leadership roles, including as the Director of Human Resources for five years and as the Director of Land Stewardship for three years prior.

Since 2014, Sarah supports organizations as a consultant; designing services by listening to the needs of the client. Each client’s needs are unique, and the process and outcomes are tailored to meet the needs identified by the organization. Services include: ● leading focus groups, conducting interviews, and developing and analyzing survey data to support project planning, decision-making, change management, and evaluation (public engagement and internal assessments); ● strategic planning efforts, including stakeholder input, defining goals, metrics, and monitoring ● guidance, training and education to develop people (board of directors and staff) and systems (policies, procedures, practices) to meet the goals of the organization; ● fund development review, training, and preparation of fund development plans; ● guide land trust organizations to assess and prepare for first-time or renewal of Land Trust Accreditation status.

Proposal for the Public Visioning Process for the Recreational Authority

Sarah holds a Bachelor of Science degree in Biological Science from Michigan Technological University.

Office location: 638 East Orchard Drive, Traverse City, MI 49686

Elise Crafts, Owner, Statecraft Elise moved to the Traverse City region in 2012 for a zoning administration position with Peninsula Township. She went on to work for a real estate developer as a planning consultant and then landed at Networks Northwest as a community planner. Recognizing the need for zoning, real estate development, and planning (and the stakeholders involved in each) to be better connected, Elise founded her land-use consulting practice, Statecraft, in 2018.

Statecraft empowers local units of government, community developers, nonprofits, and citizen groups to create and champion accessible, constructive and innovative policy and development. Areas of practice include zoning regulation, land-use planning, public engagement, community visioning and consensus building.

Statecraft provides Elise the opportunity to work with dedicated and experienced community leaders and engaged citizens, and she most enjoys conversing, listening, organizing, planning, and implementing alongside these amazing folks.

Office Location: 425 Boardman Avenue, Suite C, Traverse City, MI 49684

Kate Rose, Owner, Kate Rose Communications LLC After 10 years telling the story of brands like Google, Nickelodeon, and YouTube, Kate Rose created her own communications practice to serve organizations that are challenging the status quo. A graduate of Michigan State University, she began her career in technology, where she developed and lead sales communication training for Google's India offices. A transfer to California brought her to YouTube's Global Communication department, where she managed media relations and designed communication strategies to double revenue in under 2 years.

Her love for stories that drive social impact then brought her to Kenya where she led investor communications for a social innovation startup. Returning to the States, she started her consulting practice to help individuals and organizations with big ideas find their voice and tell their story in a way that draws others to their mission. Kate has been fortunate to work with nonprofits addressing issues in education, technology access and social justice. She is happy to be back home in Michigan, where she lives with her wife on the campus of Interlochen Arts Academy. Kate’s portfolio of projects can be viewed at katerosecommunications.com/work.

Office Location: 425 Boardman Avenue, Suite C, Traverse City, MI 49684

Resumes for each team member are included with this proposal.

Proposal for the Public Visioning Process for the Recreational Authority

Authorized Expediter

Megan Olds of Parallel Solutions LLC will serve as the authorized expediter, project and contract manager and point-of-contact with the Recreational Authority. She will be responsible for ensuring that contractually obligated tasks, activities and deliverables are completed, and that the team’s work is being done on time, within scope and on budget.

Megan Olds President & Principal Parallel Solutions LLC Office Address: 425 Boardman Avenue, Suite C, Traverse City, MI 49684 Mailing Address: P.O. Box 4158, Traverse City, MI 49685 Website: www.parallelmi.com Phone: (231) 409-7885

Team References

Julie Clark Executive Director, T.A.R.T. Trails Inc. Email: [email protected] Phone: (231) 941-4300

Russ Soyring Planning Director, City of Traverse City Email: [email protected] Phone: (231) 922-4465

Marc Miller Regional Initiatives Deputy, Michigan Department of Natural Resources Email: [email protected] Phone: (517) 284-6367

Jim Cook Manager, Grand Traverse County Road Commission Email: [email protected] Phone: (231) 922-4848

Mike Groleau, Member City of Traverse City – Charter Township of Garfield Recreational Authority [email protected]

Proposal for the Public Visioning Process for the Recreational Authority

(231) 463-8201

Jennifer Jaffe, Former Member City of Traverse City – Charter Township of Garfield Recreational Authority [email protected] (231) 392-3029

Cost Proposal - Barns Visioning Process Otwell Mawby, P.C. Clark Walter Sirrine Architects, Inc Neahtawanta Center

Support Total Support Other Megan Mac Elise Sarah Kate Staff Hours Megan Mac Elise Sarah Kate Staff Expenses Total Cost $150 $110 $125 $100 $120 $15

Project and Process Organization Initial Internal Project Team Meeting 2 2 2 2 2 10 $300 $220 $250 $200 $240 $0 $1,210 Additional Project Team Meetings 6 6 4 4 4 24 $900 $660 $500 $400 $480 $0 $2,940 Planning and Engagement Process Road Map 6 4 1 1 1 13 $900 $440 $125 $100 $120 $0 $1,685 Meetings with Recreational Authority Board 12 8 4 24 $1,800 $880 $0 $0 $480 $0 $3,160 Subtotal 26 20 7 7 11 0 71 $3,900 $2,200 $875 $700 $1,320 $0 $0 $8,995

Stakeholder Research and Engagement Data Gathering and Research (plan review) 1 1 11 1 4 18 $150 $110 $1,375 $100 $480 $0 $2,215 Meeting with Hickory Meadows Advisory Committee 2 2 4 $300 $220 $0 $0 $0 $0 $520 Stakeholder Questionnaires Design and Distribution 1 1 2 1 2 7 $150 $110 $250 $100 $240 $0 $850 User Groups - Focus Group Facilitation and Preparation 1 6 20 20 47 $150 $660 $2,500 $0 $0 $300 $60 $3,670 Adjacent Property Owners/Managers - Focus group facilitation and preparation 1 6 12 20 39 $150 $660 $1,500 $0 $0 $300 $60 $2,670 Early Champion Interviews 1 16 17 $150 $0 $0 $1,600 $0 $0 $1,750 Land Manager and Leaseholder Interviews 1 10 11 $150 $0 $0 $1,000 $0 $0 $1,150 Stakeholder Feedback Analysis 4 2 10 16 32 $600 $0 $250 $1,000 $0 $240 $2,090 Internal Team Meeting to Review Stakeholder Feedback 2 2 2 2 2 10 $300 $220 $250 $200 $240 $0 $1,210 Stakeholder Feedback Preliminary Report 1 1 1 1 4 8 $150 $110 $125 $100 $480 $0 $965 Communications Outreach, Web/Social/Email Updates 5 5 $0 $0 $0 $0 $600 $0 $600 Subtotal 15 19 50 41 12 56 198 $2,250 $2,090 $6,250 $4,100 $1,440 $840 $120 $17,690

Identification of Public Values and Preferences Meeting Site Logistics (potential hike/on-site engagement) 1 4 1 5 $150 $0 $500 $0 $0 $15 $665 Materials Preparation + Distribution (flyers, website, signage) 10 6 10 $0 $0 $0 $0 $1,200 $90 $500 $1,790 First Public Meeting 5 5 5 2 5 2 22 $750 $550 $625 $200 $600 $30 $300 $3,055 Communications Outreach, Web/Social/Email Updates 5 5 $0 $0 $0 $0 $600 $0 $600 Subtotal 6 5 9 2 15 9 42 $900 $550 $1,125 $200 $1,800 $135 $800 $6,110

Preliminary Recommendations Team Meeting to Discussion Recommendations 2 2 2 2 2 10 $300 $220 $250 $200 $240 $0 $1,210 Recommendation Development 4 4 4 5 17 $600 $440 $500 $0 $600 $0 $2,140 Primary Stakeholders Meeting to Review Recommendations 3 3 3 3 12 $450 $330 $375 $0 $360 $0 $1,515 Refinement of Recommendations 2 2 4 8 $300 $220 $0 $0 $480 $0 $1,000 Subtotal 11 11 9 2 14 0 47 $1,650 $1,210 $1,125 $200 $1,680 $0 $0 $5,865

Preferred Recommendations and Stakeholder and Public Feedback Plan Synthesis Team Meeting 2 2 2 2 2 10 $300 $220 $250 $200 $240 $0 $1,210 Concept Synthesis Into Preferred Plan 4 4 2 2 12 $600 $440 $250 $0 $240 $0 $1,530 Stakeholder Review 2 2 2 2 8 $300 $220 $250 $0 $240 $0 $1,010 Cost Proposal - Barns Visioning Process Otwell Mawby, P.C. Clark Walter Sirrine Architects, Inc Neahtawanta Center

Support Total Support Other Megan Mac Elise Sarah Kate Staff Hours Megan Mac Elise Sarah Kate Staff Expenses Total Cost $150 $110 $125 $100 $120 $15 Public Communications and Media Outreach, Web/Social/Email Updates 5 6 5 $0 $0 $0 $0 $600 $90 $500 $1,190 Second Public Meeting 5 5 5 2 5 4 22 $750 $550 $625 $200 $600 $60 $300 $3,085 Subtotal 13 13 11 4 16 10 57 $1,950 $1,430 $1,375 $400 $1,920 $150 $800 $8,025

Plan Development Plan Development Team Meeting 2 2 2 1 2 9 $300 $220 $250 $100 $240 $0 $1,110 Plan Content Development and Refinement 8 2 2 8 20 $1,200 $220 $250 $0 $960 $0 $500 $3,130 Plan Design and Production 5 5 $0 $0 $0 $0 $600 $0 $600 Public Communications and Media Outreach 5 6 5 $0 $0 $0 $0 $600 $90 $690 Final Public Meeting 5 5 5 5 5 5 25 $750 $550 $625 $500 $600 $75 $3,100 Subtotal 15 9 9 6 25 11 64 $2,250 $990 $1,125 $600 $3,000 $165 $500 $8,630

Final Document Preparation, Project Evaluation and Closeout Project Management Team Debriefing 2 2 2 2 2 10 $300 $220 $250 $200 $240 $1,210 Final Document Review and Feedback 2 2 2 2 2 10 $300 $220 $250 $200 $240 $1,210 Final Document Revision and Delivery 2 3 5 $300 $0 $0 $0 $360 $660 Client Feedback Survey 1 1 $150 $0 $0 $0 $0 $150 Final Presentation at Receational Authority Meeting 2 2 2 5 11 $300 $220 $250 $0 $600 $1,370 Subtotal 7 4 4 4 7 0 26 $1,050 $440 $500 $400 $840 $0 $0 $4,600

TOTAL 93 81 99 66 100 86 505 13950 8910 12375 6600 12000 1290 2220 59915 Megan Olds President & Principal

Parallel Solutions LLC is a Traverse City-based consulting firm supporting public, private and not-for- profit clients in the Great Lakes region by providing strategic and business planning, public/private and inter-jurisdictional partnership coordination, community building and civic engagement, facilitation, organizational growth and development, and fundraising services.

With over 15 years of experience working in the government and non-profit sectors, Megan has supported projects and served clients on efforts related to community growth and development, food and farming, land and water conservation and restoration, parks and trails, housing, transportation, healthcare, and arts and culture.

Professional Experience Sample of Representative Projects

President & Principal, Parallel Solutions LLC

Traverse City, MI, 2014 – present Public and Stakeholder Engagement Grand Traverse Regional Land Conservancy Boardman Lake Trail Loop, Traverse City, Michigan Traverse City, MI, 2007 – 2014 Associate Director and Director of Development, City Lot Project, Traverse City, Michigan 2008 – 2014 East-West Corridor Transportation Study, Grand Traverse Director of Development, 2008 Director of Communications, 2007 – 2008 County, Michigan

Networks Northwest M-22 Pure Michigan Byway Plan, Benzie and Manistee, Michigan Traverse City, MI, 1999 – 2007 Sault Ste. Marie Master Plan, Sault Ste. Marie, Michigan Director of Regional Planning, 2003 – 2007 Regional Planner, 1999 – 2003 Statewide Comprehensive Outdoor Recreation Plan, State of Michigan, Department of Natural Resources Education

Spring Arbor University Conservation Planning and Trail Development Strategy M.A. in Organizational Management, 2005 Beaver Island Water Trail, Michigan Miami University Bachelor of Arts in Geography, 1999 Chain of Lakes Water Trail, Antrim County, Michigan

Miami University Harbor Springs Trail Area, Optimal Location Review Plan, North Bachelor of Philosophy, Western College Program, Country National Scenic Trail, Michigan 1999 Heart of the Lakes Center for Conservation Policy, Michigan Legacy Land Conservancy, Ann Arbor, Michigan Professional Affiliations Michigan Recreation and Parks Association, Lansing, Michigan SEEDS, Chair, Board of Directors Northwoods Land Trust, Eagle River, Wisconsin Paddle Antrim, President, Board of Directors Homestretch Non-profit Housing Corporation, Board T.A.R.T. Trails, Inc., Traverse City, Michigan Secretary Tecumseh Land Trust, Yellow Springs, Ohio American Planning Association, Member Watershed Center Grand Traverse Bay, Traverse City, Michigan Michigan’s Complete Streets Advisory Council, Walloon Lake Trust and Conservancy, Petoskey, Michigan Past Board Member Michigan Association of Planning, Member and Past Board Member Michigan Recreation and Parks Association, Member 425 Boardman, Suite C Traverse City, Michigan 49684 [email protected] (231) 409-7885 www.parallelmi.com

OTWELL MAWBY, P.C. 309 East Front Street Traverse City, Michigan 49684

CONSULTING ENGINEERS 231.946.5200 Fax: 231.946.5216

MAC McCLELLAND Project Manager, Otwell Mawby, P.C.

Mac McClelland has over 20 years of experience in community development in the public, private, and not-for-profit sectors, with a distinct skill and talent for public input and consensus. Mac designed and facilitated a process for the Traverse City DDA to engage property owners and businesses along the 200 block of Front Street in rethinking the design and operation of the alley along the Boardman River. Mac led citizen input processes for developing a community vision for the Barns and surrounding property on behalf of the City of Traverse City – Charter Township of Garfield Recreational Authority. The Barns and property are part of the Grand Traverse Commons, a unique and historic community resource that was formerly the Traverse City State Psychiatric Hospital. Mac continued to serve the Rec Authority by leading another community input processes for the design and development of the South Campus Entrance for the Grand Traverse Commons. More recently, Mac developed and led a process to get citizen input on a proposed West Boardman Lake Avenue for the City of Traverse City and work with adjacent property owners in the development of a proposed Garland Street Extension for the Traverse City DDA.

As the Deputy County Administrator for Grand Traverse County, Mac brought citizen-based decision-making to the Grand Traverse region in 1998, leading a process to address Grand Traverse County’s wastewater capacity needs. Mac and Bob Russell, the Chair of the Board of Public Works, designed the process that included a series of nine citizen meetings throughout the County to identify key issues and concerns with growth and development in the region and visions of the most effective way to manage wastewater, review alternatives designed to address those concerns, and review the recommended alternative. The new process was approved and funded by five townships, the City, and the County. The result was unanimous approval of a $35 million project to expand the region’s wastewater treatment plant and upgrade the plant’s discharge to tertiary treatment, all within one-half mile of one of Traverse City’s most historic and prestigious neighborhoods. Mac received the Environmentalist of the Year Award from the Northern Michigan Environmental Action Council for his leadership. McClelland is a Certified Charette Planner through the National Charette Institute.

Mac is one of the leading brownfield redevelopment specialists in Michigan, helping to garner over $20 million in brownfield incentives for over $200 million in investment in downtowns and historic sites. McClelland established and served as Director of the Grand Traverse County Brownfield Redevelopment Authority, the second longest standing county authority in Michigan. With 14 approved brownfield projects, the Grand Traverse County Brownfield Redevelopment Authority (GTCBRA) is one of the most active and innovative authorities in the State. Mac has also worked with Brownfield Redevelopment Authorities and developers throughout northwestern Lower Michigan.

McClelland served a Policy Specialist for the Michigan Land Use Institute, one of the nation’s leading Smart Growth advocacy organizations. Mac produced groundbreaking reports on the relationship of school development to land use in conjunction with the Michigan Chamber of Commerce, and an assessment of public expenditures and their impacts on land use. The reports included specific policy recommendations to focus public investment to strengthen existing communities and not encourage sprawl development patterns, many of which have been adopted by state and local governments.

McClelland also led a process to establish a cooperative recycling program, negotiating agreement with 16 local governmental units to consolidate authority for recycling requirements under the County Board of Public Works. Mac sheparded the addition of over 160 acres to the County’s parkland in the Boardman River valley and garnered over $2 million in community development and resource-based grants, including trail and park expansions and improvements, brownfield redevelopment, watershed management plans, and Geographic Information Systems needs assessment and data development. Prior to joining Grand Traverse County, Mac was with the Michigan Public Service Commission’s state energy office where he developed the Michigan Biomass Energy Program, provided technical assistance to communities in comprehensive energy efficiency programs, and led a major environmental assessment of the state electricity generating industry.

PROFESSIONAL MEMBERSHIPS

Michigan Association of County Administrative Officers, Past President National Institute of Governmental Purchasing, Certified Public Purchasing Officer National Charette Institute, Certified Charette Planner

EDUCATION

M.S., Community Education, Michigan State University, 1982 B.S., Environmental Science, Michigan State University, 1980 SARAH NAPERALA 638 East Orchard Drive, Traverse City, Michigan 49686 · (734) 417-8370 · [email protected]

INTRODUCTION Skilled at managing organizational change, planning and implementation, developing and mentoring people and systems, and leading complex projects. Worked in the non-for-profit, research, technology, and education fields, with over 20 years of experience.

KNOWLEDGE, Stakeholder/Public Engagement – interviews and focus groups, surveys, and meeting facilitation to support planning, decision-making, and evaluation SKILLS, AND Strategic Plans – strategy, goals, metrics, benchmarks, annual plans, organizational capacity audit EXPERIENCE Board & Staff Development – assessments, education, training, defining roles and responsibilities, organizational structure, coaching, conflict resolution, performance review, Extended DISC certified Project Management – planning, budgeting, pacing milestones, tracking progress, meeting deadline, program development and evaluation, supervision, and engaging with diverse teams and team members Human Resources – hiring process, employee benefits, compensation structure, intern program Volunteer Engagement – recruitment, education and training, relationship building, coordination and communication, and recognition Fund Development – strategy, plans, education and coach staff and board; relationship building, successful donation requests, event management, grant writing and coordination Policy & Procedures – audit, develop or expand identified needs using best practices, and monitoring plans National Land Trust Accreditation – assessment, audit, preparation, application project management, guidance and support, first-time accreditation or renewal Conservation – conservation easement stewardship, land stewardship, trail design and building

WORK HISTORY Naperala Consulng LLC, Traverse City, Michigan Owner & Principal, July 2014 - present Grand Traverse Regional Land Conservancy, Traverse City, Michigan Project Manager, March 2011 – June 2014; Director of Human Resources, September 2008 – June 2014; Executive Coordinator, January 2009 – March 2011; Director of Stewardship, July 2006 – December 2009; Volunteer Program Coordinator, May 2006 – February 2007 Arbor Research Collaborave for Health, Ann Arbor Michigan Research Assistant, April 2004 – October 2005; Project Coordinator, May 2001 – July 2003 Medical Automaon Systems (purchased by Alere), Charloesville, Virginia Tester/Project Lead, Customer Support and Site Install Specialist, September 1998 – March 2001 Michigan Technological University, Houghton, Michigan Coordinator/Teaching Assistant, English as a Second Language (ESL) Program, June 1996 – August 1998

EDUCATION Michigan Technological University, Houghton, Michigan Bachelor of Science Degree in Biological Science, 1997, cum laude

CURRENT FLOW, For Love of Water, Traverse City, Michigan VOLUNTEER Member Board of Directors, Fund Development Committee Chair, September 2015 – present COMMITMENTS Orchard Heights Neighborhood, Traverse City, Michigan Community Liaison, December 2009 – present Working to implement a neighborhood/city park plan, including the creation of a natural area and natural playscape, involving neighbors, city staff, local elementary school, high school, and grantors Traverse City Area Public Schools, Traverse City, Michigan Regular volunteer roles

Elise Crafts 878 Centre Street :: Traverse City, MI 49686 :: 231.313.7116 :: [email protected]

WORK EXPERIENCE

Owner & Principal :: Statecraft 425 Boardman Ave, Ste C, Traverse City, MI, 49684 :: www.statecraftmi.com :: Jan 2018 - Present • Provide technical land-use planning assistance to Michigan local units of government. • Counsel residents, contractors, developers and other interested parties in land-use decisions and foster partnerships with regulating agencies. • Engage with clients and stakeholders to facilitate dialogue and build consensus regarding values and goals.

Community Planner :: Networks Northwest 444 S. Lake Leelanau Rd., Lake Leelanau, MI , 49653 :: www.networksnorthwest.org :: Mar 2016 - Jan 2018 • Provided technical assistance to communities in order to develop comprehensive planning and implementation strategies, within a 10-county region in Northwest Lower Michigan. • Assessed socioeconomic and environmental trends in order to form a baseline analysis and identify the strengths, weaknesses, and opportunities facing a community. • Convened a variety of stakeholders together, including public officials, business owners, residents, and topic experts in order to facilitate conversation regarding community development needs and priorities.

Thriving Michigan Program Manager :: Networks Northwest 444 S. Lake Leelanau Rd., Lake Leelanau, MI , 49653 :: www.thrivingmichigan.com :: Oct 2015 - Mar 2016 • Assisted the design and implementation of professional development programming for business executives. • Coordinated event planning and communications with program participants and partners. • Researched, toured, photographed, and composed case studies on specific Michigan businesses. Community Planner :: Mansfield Land Use Consultants 830 Cottage View Drive, Ste. 201, Traverse City, MI, 49685 :: www.maaeps.com :: 231.946-9310 :: Jul 2015 - Oct 2015 • Counseled clients including commercial developers, individual homeowners, municipalities, and institutions, regarding land-use policy and project goals. • Co-managed multiple client accounts, including project budgets, timelines, and external agency communication. • Prepared development narratives and permit applications to achieve necessary approvals and satisfy community concerns. Planning and Zoning Coordinator :: Peninsula Township Planning and Zoning Department 13235 Center Road, Traverse City, MI, 49686 :: www.peninsulatownship.com :: 231.223.7323 :: Aug 2013 – Jul 2015 • Prepared reports and recommended outcomes to public bodies based on ordinance standards, professional planning principles, and best practices. • Developed comprehensive planning policies focused on the long-term social, economic, and environmental benefit of Township residents and resources. • Counseled residents, contractors, developers, and other interested parties in land use decisions and foster partnerships with other regulating agencies.

COMMUNITY ACTIVITIES Co-Founder, Commonplace :: Traverse City, MI :: Jan 2018 - Present Member, TC Sings! :: Traverse City, MI :: Jan 2015 - Present Co-founder, Central City Community Garden :: Kalamazoo, MI :: 2013

EDUCATION Western Michigan University :: Kalamazoo, MI Masters of Arts in Community Development & Planning :: Received Apr 2013

Aquinas College :: Grand Rapids, MI Bachelor of Arts in Geography, Sociology, and Writing :: Received Dec 2010 Katherine J. Rose

Overview

For 10 years, I helped grow and build brands like Nickelodeon, YouTube, KIPP Public Schools, and Google. I now bring those content marketing skills to social good organizations through my consulting practice. My approach is rooted in active listening to understand the client’s goals so that we create a compelling story together.

Experience

Communications Consultant Apr 2015-present Kate Rose Communications – Traverse City, MI – katerosecommunications.com • Launched a digital marketing campaign called “End the Silence”with Blue Shield of CA Foundation, reaching over 1M people with a domestic violence prevention message and garnering engagement from over 4,000 • Developed a messaging strategy for College Track’s benefit at Pixar Animation Studios, along with marketing materials that celebrated alumni achievements and speeches for the CEO, Board of Directors, and students • Lead communication workshops, website re-designs, and branding projects for education non-profits, technology access organizations, and social justice advocates

Marketing Manager May 2013-Apr 2015 KIPP Bay Area Schools – Oakland, CA - kippbayarea.org • Designed and deployed a marketing plan for KIPP’s 800+ player “Ping Pong Smackdown” fundraiser, which brought in $625K in corporate sponsorships from Silicon Valley tech companies • Introduced innovations in design formats across mediums (video, infographics, images), resulting in increased donor and stakeholder engagement to exceed a $75M campaign goal • Managed press relations to secure 26 positive media stories to advance high-quality education options

Senior Communications Associate Jul 2010-Mar 2012 YouTube Inc. – San Bruno, CA – youtube.com • Managed media relations for over 30 feature stories in publications such as Fast Company, AdWeek, Advertising Age, CNN, mashable, Techcrunch, and the New York Times • Designed communications strategies for YouTube’s advertising products, helping double revenue in 1.5 years • Coordinated PR efforts around “Life In A Day” film at the Sundance Film Festival, receiving over 1,500 press reviews

Account Strategist Feb 2007-Jun 2010 Google Inc – Ann Arbor, MI / Hyderabad, India – google.com • Managed portfolio of $2M annualized revenue by providing digital marketing strategies to B2B companies • Built and delivered over 30 training sessions on client communication, upselling, and account management to over 50 employees during a 3-month international ambassadorship in India • Chartered a 100+ employee volunteer task force which carried out 14 quarterly service projects and contributed $30K in grants to the local community

Education Communication Bachelor of Arts May 2006 Michigan State University, GPA: 3.5/4.0

3584 Faculty Lane ♦ Interlochen, MI 49643 ♦ 510-821-2638 ♦ [email protected]