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City of Muskegon City Commission Meeting Agenda May 23, 2023, 5:30 pm Muskegon City Hall 933 Terrace Street, Muskegon, MI 49440 AMERICAN DISABILITY ACT POLICY FOR ACCESS TO OPEN MEETINGS OF THE CITY OF MUSKEGON AND ANY OF ITS COMMITTEES OR SUBCOMMITTEES To give comment on a live-streamed meeting the city will provide a call-in telephone number to the public to be able to call and give comment. For a public meeting that is not live-streamed, and which a citizen would like to watch and give comment, they must contact the City Clerk’s Office with at least a two-business day notice. The participant will then receive a zoom link which will allow them to watch live and give comment. Contact information is below. For more details, please visit: www.shorelinecity.com The City of Muskegon will provide necessary reasonable auxiliary aids and services, such as signers for the hearing impaired and audio tapes of printed materials being considered at the meeting, to individuals with disabilities who want to attend the meeting with twenty-four (24) hours’ notice to the City of Muskegon. Individuals with disabilities requiring auxiliary aids or services should contact the City of Muskegon by writing or by calling the following: Ann Marie Meisch, MMC – City Clerk, 933 Terrace Street, Muskegon, MI 49440; 231-724-6705; clerk@shorelinecity.com Pages 1. Call To Order 2. Prayer 3. Pledge of Allegiance 4. Roll Call 5. Honors, Awards, and Presentations 5.a Muskegon Pride Center 5.b Seaway Run Presentation 6. Public Comment on Agenda Items 7. Consent Agenda 7.a Approval of Minutes - City Clerk 1 7.b City Manager DEI Certification - City Manager 22 7.c Environmental Contract - Public Safety 29 7.d All Traffic Solution Contract Renewal - Public Safety 49 7.e Annual Action Plan Budget2023 - Community & Neighborhood Services 55 7.f Lumberjacks Renovations - Arena 57 7.g Parks & Recreation Advisory Committee Establishing Ordinance - 2nd Reading - 65 Public Works 7.h Brownfield Development & Reimbursement Agreement, The Meadows at 70 Harbor 31 LLC, 170 Viridian Drive - Economic Development 7.i FY24 DWRF Project Plan Updates - Department of Public Works 84 7.j Ordinance to Prohibit Illegal Entry into a Motor Vehicle - Public Safety 93 7.k Lakeshore Art Festival Grant - City Clerk 97 8. Public Hearings 8.a Request for an Industrial Facilities Exemption Certificate - Pacific Floorcare, 98 2259 S. Sheridan Drive - Planning & Economic Development 8.b Brownfield Plan Amendment, 3rd Amendment, Adelaide Pointe QOZB, LLC - 114 Development Services 9. Unfinished Business 10. New Business 10.a 3rd Amendment, Brownfield Development & Reimbursement Agreement, 221 Adelaide Pointe QOBZ, LLC - Economic Development 10.b Insurance Premium Refund - Non-Union Team Members - City Manager 238 11. Any Other Business 12. Public Comment on Non-Agenda items 13. Closed Session 14. Adjournment Agenda Item Review Form Muskegon City Commission Commission Meeting Date: May 23, 2023 Title: Approval of Minutes Submitted By: Ann Marie Meisch, MMC Department: City Clerk Brief Summary: To approve the minutes of the April 25, 2023 Regular Commission Meeting. Detailed Summary & Background: Goal/Focus Area/Action Item Addressed: Amount Requested: Amount Budgeted: Fund(s) or Account(s): Fund(s) or Account(s): Recommended Motion: To approve the minutes. Approvals: Get approval from division head at a minimum prior Guest(s) Invited / Presenting to sending to the Clerk. Immediate Division Head Information Technology Yes Other Division Heads Communication No Legal Review For City Clerk Use Only: Commission Action: City of Muskegon City Commission Meeting Minutes April 25, 2023, 5:30 pm Muskegon City Hall 933 Terrace Street, Muskegon, MI 49440 Present: Mayor Ken Johnson Commissioner Rachel Gorman Commissioner Rebecca St.Clair Commissioner Eric Hood Vice Mayor Willie German, Jr. Commissioner Michael Ramsey (left at 9:50 p.m.) Commissioner Teresa Emory Staff Present: City Manager Jonathan Seyferth City Clerk Ann Meisch City Attorney John Schrier Deputy City Clerk Kimberly Young 1. Call To Order The Regular Meeting of the City of Muskegon was held at City Hall, 933 Terrace Street, Muskegon, Michigan at 5:30 p.m. on Tuesday, April 25, 2023. Mayor Johnson called the City Commission Meeting to order at 5:30 p.m. 2. Prayer Pastor Russ Damm, Oakcrest Church of God, opened the meeting with prayer. 3. Pledge of Allegiance The Pledge of Allegiance to the Flag was recited by the Commission and the public. 4. Roll Call As recorded above 5. Honors, Awards, and Presentations 1 5.a New Staff Introduction - Public Safety Police Community Coordinator, Emily Morgenstern Chief Kozal introduced Emily Morgenstern, new to the Department of Public Safety, as the Police Community Coordinator. 5.b Women Veterans Day Mayor Johnson presented a resolution recognizing WINC (Women Injured in Combat) and declaring April 26 of each year as Women Veterans Day in Muskegon. 6. Public Comment on Agenda Items Public comments were received. 7. Consent Agenda Action No. 2023-54 Motion by: Vice Mayor German Second by: Commissioner Hood To accept the consent agenda as presented, minus item g and m. Ayes: (7): Mayor Johnson, Commissioner Gorman, Commissioner St.Clair, Commissioner Hood, Vice Mayor German, Commissioner Ramsey, and Commissioner Emory MOTION PASSES (7 to 0) 7.a Approval of Minutes - City Clerk To approve the minutes of the March 28, 2023 Regular Meeting and the March 29, 2023 Special Meeting. STAFF RECOMMENDATION: To approve the minutes. 7.b Health and Dental Care Renewal - Finance To approve the renewal of Priority Health as the City's fully insured health care provider and the Third-Party Administrator for City's self-funded health care plan. And to renew Delta Dental as the City's dental insurance provider. 2 The City's health care coverage renews June 1, 2023, for the period June 1, 2023 to May 31, 2024. The following are changes effective June 1, 2023. 1. Renewal rates increased by 5%. Medical Inflation and Trend are 6.66% for Medical and 7.93% for Prescription. Demographic 2022 2023 Single $572.44 $604.78 Double $1,287.99 $1,360.75 Family $1,545.59 $1,632.91 2. Each year out-of-pocket maximums are adjusted by the insurance carrier. This year the change to out-of-pocket maximums are as follows: Demographic 2022 2023 Single $8,550 $9,100 Double/Family $17,100 $18,200 3. Our Health Reimbursement Arrangement (HRA) is running very well. Our annual projection for this current (2022/23) plan year payout will be around $361,369.24. 4. Our Deductible needs to be met before the Coinsurance starts. It is looking like only around 13 people meet their deductible and coinsurance for 2022/2023 plan year. 2022 2023 Annual Employee $403,419.38 $271,171.37 Annual HRA Employer $361,369.25 N/A Annual Employer $2,117,951.74 $2,440,542.31 Annual Hard Cap $2,647,020.05 $2,774,084.40 3 5. For our self-funded contract, which includes 2 segments, those retirees under 65 and those over 65. We have 7 large claims currently in the self- funded plan. The renewal rates for the self-funded plan are as follows: Enrolled Current Renewal Increase/Decrease Admin 157 $51.68 $52.85 2.0% Fee Aggregate 157 $13.76 $14.72 7.0% Premium 6. Delta Dental rates will remain the same for 2023-24. There are no plan changes. The city offers three benefit packages dependent on where you work. Single Double Family Basic (Police & Fire) $26.80 $50.40 $101.28 Enhanced (Non-Union) $32.68 $61.19 $122.25 Union Enhanced (union) $31.24 $59.33 $120.50 7. Vision rates will stay the same and there will be no changes in benefits. 8. Payroll contributions will be 10% employee paid on a bi-weekly basis. The 10% payroll contribution includes medical rates, and HRA payments. AMOUNT REQUESTED: $2,711,713.68 AMOUNT BUDGETED: $2,711,713.68 STAFF RECOMMENDATION: To renew the health and dental plans with the current increase. 7.c Hard Cap Exemption - Finance The State of Michigan has a hard cap exemption for the employer portion of health care. The health care renewal for the June 1, 2023 to May 31, 2024 has the employer paying $2,784,987.31. The State of Michigan hard 4 cap is $2,774,084.40. This is based off 69 single, 43 double and 77 family participants. STAFF RECOMMENDATION: To adopt the annual Exemption option for the medical benefit plan coverage year June 1, 2023 through May 30, 2024. 7.d ARPA Community Grant Review Committee - City Manager Removed per staff request. 7.e Adelaide Pointe Construction Engineering - DPW Staff requests authorization to enter into a contract with ENG. Inc. to perform third-party construction engineering services for the roads and public utilities on the Adelaide Pointe development site. In February of 2022 at the developer’s request, staff issued an RFP for design and construction engineering services at Adelaide Pointe. At the time it was thought that the hired firm would design and oversee the installation of the public infrastructure. Three firms submitted, and a summary of the qualifications-based scoring is shown below: Submitting Firm Score (Base 1000) HRC, Inc. 730 ENG. Inc. 825 Edgewater Resources 355 ENG. was the highest-scoring firm, although no award was made due to changes in how the design and contracting was done. The developers engineer ended up designing the project, and permits are now being issued. Construction on the public infrastructure is expected to begin this month, and may be completed this year. The need for construction engineering services has not changed, and in fact is now greater than before due to the developer’s engineer having designed the infrastructure. ENG. has submitted a revised proposal that covers only the construction services. Staff find their proposal as compelling as before, and requests authorization to hire them to oversee this historic investment in Muskegon’s waterfront. 5 This is an unbudgeted item for FY23, however all costs are covered by special funds (roads, water and sewer). The costs will be budgeted in FY24 as shown below. AMOUNT REQUESTED: $25,000 (FY23) AMOUNT BUDGETED: $0 (FY23) AMOUNT REQUESTED: $28,250 (FY24) AMOUNT BUDGETED: $281,250 (FY24) FUND OR ACCOUNT: $60,637.50 (Water, 591) - $43,487.50 (Sewer, 590) - $202,125 (Streets, 203) STAFF RECOMMENDATION: Authorize staff to enter into a contract with ENG. Inc. for third-party construction engineering services for the public infrastructure at the Adelaide Pointe site in the amount of $306,250. 7.f Olthoff Drive Extension Contract Award - DPW Staff is requesting approval of a contract with Terra Contractors, Inc. in the amount of $1,043,104.60 for the extension of Olthoff Drive, with funds from a TEDF Category A grant from MDOT and remaining funds from an MEDC grant related to the demolition of the prison. On March 14, 2023, Commission approved a grant agreement with MDOT that awarded up to $630,000 to the City for a Transportation Economic Development Fund (Category A) Grant. The grant process has been completed, and the construction contract can now be awarded. The grant will cover 60% of the construction cost, leaving $413,104.60 to be paid out of the MEDC grant the City received to redevelop the industrial park and demolish the former prison. The two grants combined will fully cover the cost of the project. The City received bids on December 13, 2022. Terra Contractors is recommended by staff in accordance with an “intent to award” letter that Commission received last month, for reasons outlined in that letter. AMOUNT REQUESTED: $1,043,104.60 (Grant) AMOUNT BUDGETED: $1,043,104.60 (Grant) FUND OR ACCOUNT: N/A (Via 202 and 482) STAFF RECOMMENDATION: Authorize staff to enter into a contract with Terra Contractors in the amount of $1,043,104.60 for the extension of Olthoff Drive on the former prison site. 6 7.h Street Sweeping Contract Award - DPW Staff is requesting authorization to enter into a three-year contract with Tri- Us Services, Inc. for street sweeping services throughout the City for 2023 through 2025 in an amount of $310,370.23 each year. Staff issued a public bid for street sweeping services, as our previous contract had expired. A bid tab showing the results is included. The low bidder, Tri-US Services, has been performing street sweeping services for the City for many years and has always done a good job; staff recommends award to Tri-Us Services. The funds for street sweeping comes from the Sanitation Fund, which receives revenue from both the sanitation millage and the sanitation fee on the water bill. MDOT contracts with the City for sweeping of the trunklines within the City via reimbursement, and MDOT will again reimburse the City for the trunkline portions of this contract on an annual basis. The bid includes $170.00 per hour for additional sweeping services such as special events, construction sweeping, etc. AMOUNT REQUESTED: $310,370.23 (FY23-23 Each) AMOUNT BUDGETED: $275,000 FY23 & $311,000 FY24-26 FUND OR ACCOUNT: 101-521 (Sanitation) STAFF RECOMMENDATION: To authorize staff to enter into a three-year contract with Tri-Us Services for street sweeping for an annual cost of $310,370.23. 7.i Sale of Lots for Residential Construction to LRS Enterprises - Development Services LRS Enterprises will complete their ARP Infill Housing Agreement with the City this calendar year, and would like to secure lots to privately build and market 9 residential for-sale homes. Lots requested: 723 Sumner for construction of 2 homes (lot split) 725 Wesley for construction of 1 home 628 Mulder for construction of 2 homes (lot split) 396 Erickson for construction of 1 home 397 Marquette for construction of 1 home 7 388 Jackson for construction of 2 homes (lot split) Total price for acquisition at 75% of True Cash Value is $15,075.00. LRS will have the opportunity to have some of that rebated to them pending final design of the homes per the lot sale policy. STAFF RECOMMENDATION: To authorize the Code Coordinator to work with the developer and complete the sale of the vacant lots to build nine single family homes on the buildable lots as described and to have the Mayor and Clerk sign the purchase agreement and deed. 7.j Amendment to the Zoning Ordinance - Marihuana Processing - 2nd Reading - Planning Staff initiated request to amend the B-2, B-4, I-1, I-2 and MC sections of the zoning ordinance to allow marihuana processing facilities without extraction methods classified as hazardous under the Michigan Building Code as a special use permitted. The Planning Commission recommended approval of the amendments by a 7-0 vote at their March 16, 2023 meeting. STAFF RECOMMENDATION: To approve the request to amend the B-2, B-4, I-1, I-2 and MC sections of the zoning ordinance to allow marihuana processing facilities without extraction methods classified as hazardous under the Michigan Building Code as a special use permitted. 7.k Rezoning a Portion of 560 Mart Street - 2nd Reading - Planning Request to rezone a portion of the property at 560 Mart St from B-2, Convenience & Comparison Business to WM-Waterfront Marine, by West MI Dock & Market. The Planning Commission recommended approval of the rezoning by a 7- 0 vote at their March 16, 2023 meeting. STAFF RECOMMENDATION: To approve the request to rezone a portion of 560 Mart St from B-2 to Waterfront Marine. 7.l Rezoning of 1163 Terrace Street - 2nd Reading - Planning Request to rezone the property at 1163 Terrace Street from R-3 Residential to B-2, Convenience & Comparison Business, by Ryan Burns. The Planning Commission recommended approval of the rezoning by a 7- 0 vote at their March 16, 2023 meeting. 8 STAFF RECOMMENDATION: To approve the rezoning of 1163 Terrace St from R-3 to B-2. 7.g TCO 78-2023 - Lakeshore & Southern Stop Sign Removal - DPW Staff requests approval of Traffic Control Order #78-(2023). The Michigan Manual of Uniform Traffic Control Devices (MMUTCD), the document that provides guidance for installation of traffic controls, includes provisions for stop-controlled intersections such as: The combined vehicular, bicycle, and pedestrian volume entering the intersection from all approaches averages more than 2,000 units per day, and An intersection of two residential neighborhood collector (through) streets of similar design and operating characteristics where multi- way stop control would improve traffic operational characteristics of the intersection. In the spring of 2022, a stop sign was installed at Lakeshore and Southern in accordance with the above criteria. In consultation with the Nims Neighborhood Association, DPW and the neighborhood request the stop sign be removed. It has not contributed to safety, and in fact has added to noise pollution in the area as cars speed away from the stop sign. Stop signs installed at Michigan and Franklin and at Western and Franklin around the same time have yielded better results, are not proposed for removal, and will continue to be monitored. STAFF RECOMMENDATION: To approve Traffic Control Order #78- (2023). Action No. 2023-55 (g) Motion by: Commissioner Ramsey Second by: Commissioner St.Clair To approve Traffic Control Order 78-2023 Ayes: (7): Mayor Johnson, Commissioner Gorman, Commissioner St.Clair, Commissioner Hood, Vice Mayor German, Commissioner Ramsey, and Commissioner Emory MOTION PASSES (7 to 0) 9 7.m Amendment to the Zoning ordinance, Carriage House Requirements - 2nd Reading - Planning Staff initiated request to amend the form-based code section of the zoning ordinance to allow carriage houses with only a one-story minimum requirement and only a 20-foot depth requirement. STAFF RECOMMENDATION: To approve the requested amendments to allow carriage houses with only a one-story minimum requirement and only a 20-foot depth requirement. Carriage houses are currently required to be two stories and have a minimum depth of 30 feet. The Planning Commission recommended approval of the amendments by a 6-1 vote at the March 16, 2023 meeting. Action No. 2023-55 (m) Motion by: Commissioner Ramsey Second by: Commissioner St.Clair To approve the requested amendments to allow carriage houses with only a one-story minimum requirement and only a 20-foot depth requirements. Ayes: (6): Mayor Johnson, Commissioner Gorman, Commissioner St.Clair, Commissioner Hood, Commissioner Ramsey, and Commissioner Emory Nays: (1): Vice Mayor German MOTION PASSES (6 to 1) 8. Public Hearings 8.a Public Hearing Brownfield Plan Amendment, The Meadows at Harbor 31, Harbor 31 LLC - Development Services Harbor 31 LLC has submitted a Brownfield Plan Amendment for the Meadows at Harbor 31 Redevelopment Project - a residential development on 2.5 acres located at 177 Viridian Drive along the south shore of Muskegon Lake. The Harbor 31 project is a 31-acre mixed use development that will include 155 market-rate apartments and townhouses, as well as a hotel, retail and office space, marina, boat sales rentals, and senior living. 10 The Meadows at Harbor 31 is located on 2.5-acres along Muskegon Lake. The proposed redevelopment activities will include a 21 two-story multi- family duple style residential homes with surrounding grass lawn areas, sidewalks and roadways creating a walkable community that provides access to Muskegon Lake, greenspace areas in downtown Muskegon. Sustainable development concepts are proposed throughout the project including green building techniques and low-impact development and stormwater management. The Total private investment, not including property acquisition, is approximately $7MM. Development is expected to begin this fall through 2024. Staff comments: • The Meadows at Harbor 31 is the third brownfield plan amendment for Harbor 31 LLC which includes Trilogy and Viridian Shores. • The original property has been utilized for industrial use which has resulted in a widespread of contamination across the property. The developer is in the process of completing a phase ESA and will complete a BEA in the near future. The property is considered an eligible property as defined by act 381 due to the known soil contamination. • The plan includes a total eligible activity costs of $530,700 which includes department specific activities- $50,700, due care activities- $400,000, contingency (15%)- $60,000, brownfield plan amendment/ act 381 work plan preparation- $15,000, and brownfield plan amendment implementation- $5,000. • The total cost for the local only MSF Non-Environmental Eligible activities is $1,430,435 which includes a contingency of 15% and 2.5% interest. The total Developer EGLE and local only MSF eligible activities costs is $1,961,135. • Additional eligible fees include the local only City of Muskegon eligible activities with a total cost of $644,586. • The 2023 taxable value of the eligible property is $136,500. After completion of the development, the taxable value is estimated at $2,800,000. This Plan Amendment assumes a 1% annual increase in the taxable value of the eligible property. Initial capture is anticipated to begin in 2026 (after the sunset of the Smart Zone tax abatement for the property). 11 • Capture of tax increment revenues for Developer reimbursement is anticipated to commence in 2026 and end in 2045, a total of 22 years. This Plan Amendment assumes approximately three years of additional capture of tax increment revenues (following Developer reimbursement) for deposit into a Local Brownfield Revolving Fund, if available. • The Brownfield Redevelopment Authority approved and signed the resolution for the BPA on April 11, 2023. STAFF RECOMMENDATION: To close the public hearing and to approve the resolution for the Brownfield Plan Amendment, for The Meadows at Harbor 31 authorizing the Mayor and City Clerk to sign. Contessa Alexander, Development Services, provided an overview of the project. A representative, Kirk, from Fishbeck was also in attendance to answer questions from Commission. Jake Eckholm, Development Services Director answered Commissioners questions and provided clarification. PUBLIC HEARING COMMENCED: Lea Markowski, suggested adding evergreens when possible and consider what it looks like from the street. Action No. 2023-56 (a) Motion by: Commissioner St.Clair Second by: Commissioner Ramsey To close the public hearing and to approve the resolution for the Brownfield Plan Amendment, for The Meadows at Harbor 31 authorizing the Mayor and City Clerk to sign. Ayes: (7): Mayor Johnson, Commissioner Gorman, Commissioner St.Clair, Commissioner Hood, Vice Mayor German, Commissioner Ramsey, and Commissioner Emory MOTION PASSES (7 to 0) 8.b 2023 Consolidated Annual Action Plan - CNS The Annual Action Plan is available on our website for citizen review and comment period of 30 days from April 16 -May 16, 2023. A public Hearing is another opportunity to comment about the Federal CDBG and HOME 12 program activities performed during the fiscal year 2023 (July 1, 2023 - June 30, 2024). Click on the link to view the Annual Action Plan https://muskegon-mi.gov/2023-annual-action-plan/ STAFF RECOMMENDATION: To conduct a Public Hearing for the 2023 Annual Action Plan review. Director Sharonda Carson provided an overview of the 2023 Annual Action Plan. PUBLIC HEARING COMMENCED: Mark Poletti called in and believes we need more plans to help homeless and possibly provide warming shelters. Diane Foster spoke about people who are working, single, and homeless and need our help - and suggested we should be considering providing shelter and possibly rehabilitating a school to meet this need. Patsy Petty called in and wants to help spread the word about the programs available through Community and Neighborhood Services and also asked if there was money for new construction for low income housing. Mr. Jenkins commented on the fact that CDBG funds are paying for the Fire Department Bond and wants to see the money used differently and wonders how it got into the CDBG. Action No. 2023-56 (b) Motion by: Commissioner Ramsey Second by: Commissioner St.Clair To close the public hearing. Ayes: (7): Mayor Johnson, Commissioner Gorman, Commissioner St.Clair, Commissioner Hood, Vice Mayor German, Commissioner Ramsey, and Commissioner Emory MOTION PASSES (7 to 0) 9. Unfinished Business 10. New Business 10.a Parkland Marina Development Agreement Amendment - City Manager 13 This Amendment to the Parkland Marina Agreement seeks to make clear what public access will look like once Parkland Marina has developed the property. The amendment also further defines how public access will be maintained and what type of activities are allowed on the pier. This language has also been updated following the Commission work session discussion on Monday, April 10. In early 2021 the City took action to sell a parking lot adjacent to Terrace Point Marina. The parking lot was encumbered by an easement which gave the easement holder (the owner of Terrace Point Marina) extensive rights over the property including the ability move drives and access and no structures could be built by the City without the permission of the adjacent property owner/easement holder. Parkland approached the City to purchase the property so they could develop the area with the understanding that public access would be maintained. This would have the additional benefit of creating additional taxable value for the City. Earlier this year the City Commission requested staff work to get better detail on what public access would be at the pier following development by Parkland Marina LLC. The updated Amendment to the Development Agreement defines the following: - Provides handicapped Parking near the Terrace Point Marina Clubhouse - Provides two access points for pedestrians (see purple paths on the map in Exhibit A) - Allows for fishing in dedicated areas - Allows wagons/strollers on pier, allows bikes along the southerly access point - Parkland agrees to make $250,000 worth of improvements to public access - With the approval of the amendment, Parkland immediately grants the public the right and a license to use the area in the same way as the former agreement. - Parkland may only close public access for up to 30 days during construction to provide for construction of its improvements (this may be extended with the permission of the City Manager) - A site plan (Exhibit A) of the final layout with public access noted is also included. STAFF RECOMMENDATION: To approve the First Amendment to the Development Agreement between the City of Muskegon and Parkland Marina LLC and authorize the Mayor and Clerk to sign. 14 Action No. 2023-57 (a) Motion by: Commissioner St.Clair Second by: Commissioner Ramsey To approve the First Amendment to the Development Agreement between the City of Muskegon and Parkland Marina LLC and authorize the Mayor and Clerk to sign. Ayes: (2): Commissioner Ramsey, and Commissioner Emory Nays: (5): Mayor Johnson, Commissioner Gorman, Commissioner St.Clair, Commissioner Hood, and Vice Mayor German MOTION FAILS (2 to 5) Amendment: Motion by: Commissioner Ramsey Second by: Commissioner Hood To call the question. Ayes: (7): Mayor Johnson, Commissioner Gorman, Commissioner St.Clair, Commissioner Hood, Vice Mayor German, Commissioner Ramsey, and Commissioner Emory MOTION PASSES (7 to 0) 10.b Lumberjacks Renovations to Trinity Health Arena - Arena Seek approval to develop conceptual designs, establish a project budget and complete a feasibility study to construct new team space at Trinity Health Arena. In exchange, the Lumberjacks would like to add two additional renewal options to Lumberjacks Shared Use Agreement. Muskegon Lumberjacks Organization LLC, parent company of the USHL’s Muskegon Lumberjacks, are seeking approval to construct a second story office suite above their existing players’ lounge and coaches’ offices with access to and a presence on the arena concourse. The proposed space would be built into the necessary locker room and supporting medical space to provide the Lumberjacks the best amenities and continued success in player recruitment. All construction would be fully funded by the Muskegon Lumberjacks Organization LLC. Due to the nature of the cost to build, the Muskegon Lumberjacks Organization LLC is requesting 2 15 additional 5yr renewal options added to their shared use agreement. Attached is the proposed sixth amendment as well as a general concept of construction. STAFF RECOMMENDATION: To direct staff to continue working with the Lumberjacks regarding the exploration of the building renovation and amendment to the shared use agreement. 10.c Ottawa Bridge SHPO Meeting - DPW The consultant working on the Ottawa Bridge removal project has asked that we share the findings by the State Historic Preservation Office (SHPO) with the public and seek feedback. The Ottawa Street bridge is part of an MDOT project that has bundled several locally-owned bridges that need to be removed. MDOT is leading the project and funding it, the City’s role is limited to providing information and guidance and approval of the final project details. MDOT’s consultant (AECOM) submitted for routine SHPO clearance, but was notified that the bridge is eligible for listing on the national register of historic places. As a result, SHPO determined that removal of the bridge would have an “adverse effect” on the bridge from a historic preservation perspective. Due to this finding, the City needs to receive feedback from the public. It’s important to remember that despite being eligible for listing on the historic register, that does not make an item intrinsically historic. The Ottawa bridge is not unique, nor has it attracted historic interest by the community. The bridge no longer serves a purpose – the park it leads to is accessible by a driveway from the other side of the river. Furthermore, the bridge is in extremely poor condition and has been closed for years. The bridge is being removed because it is beyond repair. Were the bridge to be listed and the City make efforts to save it the cost would be very significant, staff believes it would be unlikely to receive grant funding, and the bridge would, at best, serve as one of two entrances to a small park. For information and public comment only. Dan VanderHeide address the Commission regarding the Ottawa Bridge. PUBLIC COMMENT: 16 Lea Markowski - Muskegon Watershed says that people use Richards park alot - bridge is not ideal, don't discount the value of it as is. Diane Foster - Is adamant that there was previously money set aside to repair the Ottawa Street Bridge and that there are several users. She put in a disc golf course at Richards Park. Brian Clincy called in - he would like to see that people can get to Richards Park safely. 10.d FY24 CWSRF Project Plan Updates - DPW The City’s CWSRF Project Plan on file with the state for future revolving fund projects has been updated, and the City needs to receive comment and adopt the plan by resolution. The City has taken advantage of favorable rates and even some principal forgiveness as a part of the state’s Revolving Loan Fund programs to complete substantial utility improvement projects, such as the Sanford Street project currently underway. In order to be eligible for these programs, projects must be included in the City’s “Project Plan” that is on file with the state department of EGLE. The specific projects proposed for the program are not known at this time; this Project Plan is simply a list of projects the City may propose for the program in the future. The list is used by the state to perform preliminary environmental and other clearance work so they are prepared for the projects if and when the City proposes them. Prein & Newhof has updated our Clean Water State Revolving Fund (CWSRF) Project Plan (the plan dedicated to sanitary sewer projects) to show potential projects over the next several years. Part of the updating process includes holding a meeting where the public can comment on the plan (satisfied by today’s meeting and the public comment periods within it), and a resolution by the Commission adopting the plan. The resolution is attached. The Project Plan is included without appendices due to size. For the full version (385 pages, 55MB), please visit: DRAFT rep 2023-04-10 CWSRF Project Plan - Muskegon.pdf STAFF RECOMMENDATION: Adopt the City’s CWSRF Project Plan via the included resolution. Barbara Marczak with Prein & Newhof presented about the FY2024 Plan for Clean Water State Revolving Fund. 17 PUBLIC COMMENT PERIOD: Annie King, 675 Amity - had water brought from the street to the house and the water is not clear. Action No. 2023-57 (d) Motion by: Commissioner St.Clair Second by: Commissioner Gorman To adopt the City’s CWSRF Project Plan via the included resolution. Ayes: (6): Mayor Johnson, Commissioner Gorman, Commissioner St.Clair, Commissioner Hood, Vice Mayor German, and Commissioner Emory Absent (1): Commissioner Ramsey MOTION PASSES (6 to 0) 10.e Parking Lot Lease Agreement - Development Services With the construction of Lofts at 1021 Jefferson, the road diet on Terrace, and potential development at 122 W. Muskegon (McDonald’s Lot) there is no longer adequate parking for employees at City Hall without impacting citizen parking areas. Staff has identified a lease option for dedicated employee parking. Since 2019 it has been anticipated that development and infrastructure changes around City Hall would necessitate a permanent parking amenity for city staff. The previous parking lot on 1021 Jefferson was never widely used due to the mid-block crossing on Apple Avenue to access the building. After that was constructed, most staff have parked on the diagonal spaces installed on Terrace or in the closed down McDonald’s parking lot across the street. These options are no longer sustainable either, as Terrace parking is being reoriented with the road diet and our team is actively working on redevelopment options at the McDonald’s site. Additionally, our insurance company has requested that we procure dedicated employee parking that we have site control over to reduce liability. For about 18 months staff worked to negotiate a long-term lease for parking at the St. Mary’s Catholic Church parking lot on Webster, and unfortunately both the church and the city could not get the Archdiocese in Grand Rapids to be particularly responsive to the concept. This 18 arrangement would have been predicated on the city improving the parking lot substantially up front and then having a nominal lease payment moving forward. As we experienced difficulty dealing with the Archdiocese, we reached out to the owner of Anchor Insurance who has relocated into the former Fifth Third bank building at 877 Terrace. Mr. Jim Mines has already completely rehabbed the parking lot with resurfacing, lighting, striping, and landscaping so we would have a higher annual lease payment, but no capital project on the front end. Our annual payment will be $25,000 for the first five years for 52 spaces which equates to $1.32 per space/day. This is a competitive price for commercial leases for employee parking we have found in other markets, both for covered and uncovered lots. After the fifth year, annual rent inflation would be tied to the CPI with a cap of no more than 8% each year. AMOUNT REQUESTED: Lease value of $25,000 per year, escalated after year 5 FUND OR ACCOUNT: 101, multiple STAFF RECOMMENDATION: To approve the lease for city parking at 877 Terrace Street and authorize the mayor and clerk to sign. Action No. 2023-57 (e) Motion by: Commissioner Emory Second by: Commissioner St.Clair To approve the lease for city parking at 877 Terrace Street and authorize the mayor and clerk to sign. Ayes: (6): Mayor Johnson, Commissioner Gorman, Commissioner St.Clair, Commissioner Hood, Vice Mayor German, and Commissioner Emory Absent (1): Commissioner Ramsey MOTION PASSES (6 to 0) 11. Any Other Business 12. Public Comment on Non-Agenda items Public comments were received. 19 13. Closed Session 14. Adjournment The City Commission meeting adjourned at 10:56 p.m. Motion by: Commissioner St.Clair Second by: Commissioner Emory MOTION PASSES _________________________ Respectfully Submitted, Ann Marie Meisch, MMC - City Clerk 20 Agenda Item Review Form Muskegon City Commission Commission Meeting Date: May 23, 2023 Title: City Manager DEI Certification Submitted By: Jonathan Seyferth Department: City Manager Brief Summary: Approval for the City Manager to enroll in Cornell University's Diversity, Equity & Inclusion (DEI) online Certificate Program. Detailed Summary & Background: As part of the City Manager’s employment agreement, there’s a requirement to complete a DEI certificate program (time frame is unspecified). After some research and talking with DEI practitioners, I am requesting approval to enroll in Cornell University’s online DEI Certificate Program. This program comes highly recommended and is well respected in the DEI field. I have included an endorsement of the program from Muskegon Community College’s Chief Diversity Officer, Ken James for your reference. The program has rolling start dates. It is my objective to start the program in June or July which should lead to completion by early fall 2023. Although this expense is within the City Manager’s authority, Commission is being asked to approve this item as it was called out as a requirement in the City Manager’s contract. Goal/Focus Area/Action Item Addressed: Amount Requested: $3,700 Amount Budgeted: This time was not originally budgeted for. Fund(s) or Account(s): City Manager’s Fund(s) or Account(s): Although this item was Budget Training/Travel 101-172-861 not originally budgeted for, the training/travel budget/CM budget has sufficient funds to cover the costs. Recommended Motion: I move to approve the enrollment of the City Manager in Cornell University’s Online DEI Certificate Program. Approvals: Guest(s) Invited / Presenting Immediate Division Head Information Technology Other Division Heads Communication Yes Legal Review No For City Clerk Use Only: Commission Action: To: Muskegon City Commission From: Ken James, Chief Diversity Officer Date: May 3, 2023 Subject: Endorsement – Cornell OFFICE OF DEI I am writing to endorse the Cornell Diversity & Inclusion Certificate Programs. I have been a DEI practitioner for 30 years. Over that time, I worked with numerous people in the industry. One of the most prominent certifications in the industry is the certification provided by Cornell. It is assumed that individuals with certification from Cornell have been exposed to core foundational principles and emerging DEI trends. In my opinion, it is a superb investment for personal and professional development. Thank you. -Ken DIVERSITY, EQUITY, 1 AND INCLUSION Online Certificate Program OVERVIEW An organization is only as good as its culture—and building that culture is not only a role for HR, it’s every manager’s and employee’s responsibility. As today’s headlines prove, an inclusive work environment is not just a nice-to-have, it can make or break a company. You can help make your organization a more supportive and engaging place to work by understanding the perceptual, institutional, and psychological processes that impact the ways people interact with each other. Starting with a look at employee engagement, then identifying interventions surrounding unconscious bias and specific diversity, equity, and inclusion strategies, this program is appropriate for anyone committed to going beyond mere compliance to build a truly aware and inclusive work culture. COURSES COURSE LENGTH FORMAT 4 2 weeks 100% online COURSES • Improving Engagement • Counteracting Unconscious Bias • Diversity, Equity, and Inclusion at Work • Fostering an Inclusive Climate • Diversity and Inclusion Symposium Visit ecornell.cornell.edu 7 COURSES 2 INSIDE the PROGRAM 100% ONLINE KEY TAKEAWAYS • Assess and improve employee • Assess stereotypes and prejudices that engagement levels may influence behavior in work groups • Enhance organizational culture in your and learn methods to improve the team and company psychological safety of all employees • Recognize unconscious bias and how it • Examine strategies for implementing affects the way that people perceive and ethical standards react to others • Understand the dimensions of diversity that matter most in organizations and why WHO SHOULD ENROLL • Team managers and supervisors • Anyone interested in creating an • Executives responsible for strategic inclusive and supportive culture that culture efforts promotes equal opportunities and treatment of employees WHAT YOU’LL EARN • Diversity, Equity, and Inclusion Certificate from Cornell ILR School • 40 Professional Development Hours (4 CEUs) • 25 Professional Development Units (PDUs) toward PMI recertification • 40 Professional Development Credits (PDCs) toward SHRM-CP and SHRM-SCP recertification • 40 Credit hours towards HRCI recertification Visit ecornell.cornell.edu 7 COURSES 3 COURSE DESCRIPTIONS 100% ONLINE IMPROVING ENGAGEMENT Research shows that engagement is the key factor that promotes higher performance and effort, greater returns, and lower turnover. Yet across companies, industries, and countries, studies show that only 11-19% of employees are highly engaged. In this course, you will examine the foundational drivers of engagement, explore the components of successful engagement initiatives, and identify strategies for creating stronger engagement in teams. COUNTERACTING UNCONSCIOUS BIAS There is no such thing as a workplace that lacks diversity. Despite decades of legal and social reform aimed at reducing discrimination in the workplace, inequality continues to be a significant problem in all societies and most workplaces. In this course, you will identify the perceptual and psychological processes that impact the way that individuals interact with people who are demographically dissimilar from them. You will examine the psychological processes that impact decision making within organizations and identify how professionals can design better work practices and help to more effectively leverage the potential among employees. As a trained psychologist with research and consulting expertise related to diversity and inclusion, Cornell University Professor Lisa Nishii is uniquely positioned to help course participants understand the complex dynamics underlying diversity challenges and opportunities within organizations. DIVERSITY, EQUITY, AND INCLUSION AT WORK The management of diversity, equity, and inclusion has evolved from a focus on compliance to a strategic-level effort with a demonstrated positive impact on an organization’s performance. In the current business climate, companies that strive for diversity, equity, and inclusion are achieving intended business results. They provide proof that diversity, equity, and inclusion are much more than a legal or moral requirement; they’re also a competitive advantage. Visit ecornell.cornell.edu 7 COURSES 4 COURSE DESCRIPTIONS 100% ONLINE This course provides an overview of the evolution of the management of diversity, equity, and inclusion and presents targeted and high-involvement diversity practices. It examines diversity in the contexts of teams and leaders, and it frames diversity in terms of current business and cultural challenges. During this course, you will complete a project in which you identify sources of inclusion and how equity fits into your diversity and inclusion goals, align inclusion to improve employee engagement and business results, and determine methods to assess the effectiveness of inclusion initiatives. At the end of the course, you will use the results from the project to prepare a final presentation describing how to apply your work to your organization. FOSTERING AN INCLUSIVE CLIMATE Inclusion is a relational construct. It’s ultimately about how your team functions and performs based on the quality of social connections, openness to learning, agility, and depth of decision making. How can you foster greater inclusion within your workgroup? Throughout these modules, you will be asked to reflect upon your own experiences and apply the lessons in the modules in your own role. You will examine the concept of climate, specifically inclusive climates, as well as learn about the specific behaviors and skills you need to demonstrate in order to be successful in shaping an inclusive climate. DIVERSITY AND INCLUSION SYMPOSIUM Symposium sessions feature three days of live, highly interactive virtual Zoom sessions to explore today’s most pressing topics. The Diversity and Inclusion Symposium offers you a unique opportunity to engage in real-time conversations with peers and experts from the Cornell community and beyond. Using the context of your own experiences, you will take part in reflections and small-group discussions to build on the skills and knowledge you have gained from your courses. You may participate in as many sessions as you wish. Attending Symposium sessions is not required to successfully complete the certificate program. Visit ecornell.cornell.edu Agenda Item Review Form Muskegon City Commission Commission Meeting Date: May 23, 2023 Title: Environmental Contract Submitted By: Director Timothy E Kozal Department: Public Safety Brief Summary: Environmental contract is up for renewal as of June 6, 2023 Detailed Summary & Background: There were three bids for the City of Muskegon Environmental cleanup and grass mowing contract. Earth Creations, Barry’s Greenhouse and Preferred Lawn Care. Earth Creations came in as the lowest bidder. Goal/Focus Area/Action Item Addressed: DESTINATION COMMUNITY & QUALITY OF LIFE / Blight cleanup Amount Requested: $197,000 per fiscal year Amount Budgeted: $197,000 per year 3-yr contract 2023-2026 contract, with an approximate increase of 10% per year. Fund(s) or Account(s): 101-387-949 Fund(s) or Account(s): 101-387-949 Recommended Motion: For Commission to approve and award the Environmental clean-up contract to Earth Creations for the upcoming June 5, 2023 through June 5 2026 and allow the Director of Public Safety to sign the contract. Approvals: Guest(s) Invited / Presenting Immediate Division Head Information Technology Other Division Heads Communication Yes Legal Review No x For City Clerk Use Only: Commission Action: April 13, 2023 Request for Proposal Environmental Mowing, Trash and Brush Contract Bids The City of Muskegon is requesting fee proposals for mowing, trash and brush clean up on both private and public properties throughout the City of Muskegon. The city requests that bids are received from companies or other agencies with the ability and interest in providing these services with the required equipment list for an average of 2,500 work orders per year. An on-site inspection of equipment may be required. The contract period will be for a three (3) year limit and may be extend one (1) year upon mutual agreement from both parties with a 60-day notice before expiration of contract. Minimum bids start at $49/hr. for all trash/brush pick up and tractor mowing and $40/hr. hand mowing. A copy of the contract has been enclosed. Sealed bids for this contract must be received no later than 2:00 PM to the City of Muskegon clerk’s office located in City hall by Tuesday, May 2, 2023. The City of Muskegon reserves the right to reject any or all proposals and only award a contract if it is in the best interest of the board to do so. Scope of Work Contractor shall perform the services set forth in this contract in a timely, workman-like manner. Contractor shall mow all grass, weeds and brush including moving around all obstacles, up to three inches (3″) in diameter, leaving no ridges of high or uncut grass. Trimming/Cutting/Raking. Contractor shall trim all bushes and unsightly branches, cut large tree limbs that have fallen or logs, rake and remove heavy concentrations of yard clippings, small debris and fallen leaves and/or branches. Contractor shall clear sidewalk of debris and clippings as needed. Garbage, debris and waste removal. Contractor shall pick up and remove all garbage, rubbish, debris, trash and waste materials, including but not limited to cans, bottles, loose papers, dead tree limbs, grass and brush clippings, abandoned/broken/unused household appliances, furniture, and other like items. 1. Required Equipment o Four (4) trucks for 2-man hand mow crews o Eight (8) Push mowers o Eight (8) Weed trimmers o Four (4) tractors with a 60” brush hog mower with a mower deck of a minimum five feet (5′) diameter for each. o Two (2) dump trucks or two (2) heavy duty trucks with trailers. Minimum size: 10 yards with a 4,000 lb. capacity. o Two (2) Zero turn riding mowers o Chain saws o Hand tools, including rakes, brooms, wheel barrels, shovels, pitch forks, and other tools as deemed appropriate for the job site. o Twelve (12) Digital cameras, minimum 3-megapixel resolution with automatic time and dating capacity. o Twelve (12) whiteboard signs with ability to measure 6” to show proof of work and grass height. o Online database for required pictures, job status updating and receiving work orders. o Alternative equipment may be proposed for use but requires The City of Muskegon approval prior to use. Contract Price Proposal This proposal is for cleanup and transportation labor based upon each individual clean-up assessment. Minimum bids start at $49/hr. trash/brush pick up and tractor mow and $40/hr. hand mow. Position Description 1-Year Bid 2-Year Bid 3-YearBid Possible 4-Year Bid Trash Pickup $_______/hr $_______/hr $_______/hr $_______/hr Tractor Mowing $_______/hr $_______/hr $_______/hr $_______/hr Zero Turn Mowing $_______/hr $_______/hr $_______/hr $_______/hr Hand Mowing $_______/hr $_______/hr $_______/hr $_______/hr Terrace/24 Hr Pickup $_______/hr $_______/hr $_______/hr $_______/hr Leaf/Brush $_______/hr $_______/hr $_______/hr $_______/hr AGREEMENT FOR CONTRACTED SERVICES This Agreement for Contracted Services ("Agreement") is entered into by and between The City of Muskegon having a principal place of business at 933 Terrace St., Ste 201, Muskegon, MI, 49440 ("The City of Muskegon"), and Earth Creations ("Contractor"), having a principal place of business located at 1657 S. Getty St., Muskegon, MI. 49442 ("Contractor"), as of this day of June 6, 2023 (with regard to the following terms and conditions. 1. General. In consideration of the intent and mutual covenants contained in this Agreement, The City of Muskegon and Contractor have entered into this Agreement with respect to the performance by Contractor of the Services (as defined in Section 2(a)) related to the Project. This Agreement is intended to and shall govern all work and services provided by Contractor for the Project, whether initiated or performed prior to or subsequent to the execution of this Agreement. This Agreement shall last for a term of three (3) years, unless terminated earlier pursuant to the terms below. If Contractor is not in default under the terms herein, it may extend the term of this Agreement for a period of one (1) additional year by providing written notice to The City of Muskegon not less than sixty (60) days prior to the end of the initial term. 2. Contractor Responsibilities. (a) Performance of the Services. Contractor agrees to provide all contracted services and perform all other obligations described in this Agreement, including without limitation those set forth on Exhibit A attached hereto and incorporated herein by reference, and any and all services reasonably inferable therefrom (collectively, the "Services"). The Services, collectively at all sites where they are performed, may be referred to as the “Project” in this Agreement. Contractor represents and warrants that it understands the requirements of this Agreement and that it is experienced and qualified to perform the Services required. (b) Supervision; Licensure; Standard of Care, Skill and Diligence. Contractor shall provide all labor and supervision necessary to perform the Services. Contractor shall obtain all necessary permits and licenses necessary for Contractor to perform the Services. Contractor represents and warrants that it shall perform all Services in accordance with the standard of care, skill and diligence that equals or exceeds that which is recognized in the industry for the performance of services of the nature and/or type of the Services. (c) Safety; Responsibility for Others. Contractor shall be solely responsible for the safety and protection of Contractor's employees and shall take all reasonable safety precautions. Additionally, Contractor shall be solely responsible for, and shall insure, its own tools, equipment, materials, supplies and any other items used by Contractor in furtherance of performing under this Agreement. Contractor shall be responsible to The City of Muskegon for the acts, errors and omissions of Contractor's employees, its Subcontractors (as hereinafter defined) Page 1 of 12 and their respective agents and employees and all other persons performing any portion of any Services under the direction or control of Contractor. Contractor shall at all times maintain good order among its employees. (d) Hazardous Materials. Contractor shall not bring any Hazardous Materials onto the Project site and shall bear all responsibility and liability for such Hazardous Materials; provided, however, that Contractor may bring onto a Project site such Hazardous Materials as are necessary to perform the Services so long as the same is done in compliance with all Laws and Contractor shall remain responsible and strictly liable for all such Hazardous Materials. As used herein, "Hazardous Materials" shall mean any hazardous or toxic substance or hazardous or toxic waste, contaminant, or pollutant as defined by or regulated by any applicable governmental authority. 3. Subcontractors. Contractor may delegate or subcontract any of its duties or obligations under this Agreement to any person or entity with the prior written consent of The City of Muskegon. In the event The City of Muskegon elects, in its sole and absolute discretion, to permit Contractor to engage a Subcontractor, such use shall be upon such terms and conditions as The City of Muskegon may determine, in its sole and absolute discretion. As used herein, “Subcontractor” means a person or entity of any tier (a) that has been approved by The City of Muskegon in writing prior to Contractor retaining such subcontractor, and (b) who has a contract either directly or indirectly with Contractor or perform any portion of the services. 4. Representations and Warranties. Contractor represents and warrants that (a) Contractor will comply with all federal, state and local laws, codes, ordinances, rules, regulations, recorded covenants, conditions and/or restrictions, and statues applicable to the Project (collectively, "Laws"), (b) Contractor shall be responsible for the quality and coordination of all Services provided by or through Contractor under this Agreement, and (c) the Services performed will conform to the requirements of this Agreement. All Services not conforming to this Agreement will be considered defective and, in addition to any other rights or remedies available to The City of Muskegon, Contractor will re-perform the non-conforming portion of the Services at no additional cost or expense. All representations and warranties provided in this Section 4 or elsewhere in this Agreement shall survive any termination of this Agreement. 5. Contract Time. Contractor shall commence the Services upon its receipt of a written notice to proceed from The City of Muskegon, whereupon Contractor shall diligently perform such Services in accordance with this Agreement and the schedule attached hereto as Exhibit B, which Services shall be properly completed on or before the date set forth thereon (the "Contract Time"). Timely completion of the Services is of the essence with respect to this Agreement. Contractor agrees to perform all Services and all portions thereof promptly, diligently and in such order and sequence as is necessary to assure the efficient, expeditious and timely completion of all Services. Contractor Page 2 of 12 shall proceed with the Services so as not to hinder, delay, or interfere with the work or services of others. In the event Contractor causes delay on the Project, Contractor shall be responsible for costs and expenses associated with such delay. Contractor shall, upon written request from The City of Muskegon, reimburse The City of Muskegon for such delay damages. 6. Additional Services. The City of Muskegon, without invalidating this Agreement, may require the Contractor to make changes in the Services within the general scope of the Services, consisting of additions or other revisions ("Additional Services"), and may order deletions in the scope of Services to be performed by Contractor by issuing a written order to the Contractor pursuant to the provisions of this Agreement (a "Change Order"). The Change Order will describe any adjustments to the Contract Price and/or Contract Time. In order to be effective, such Change Order must be executed by The City of Muskegon and Contractor. 7. Payment. (a) Compensation. Except as may be adjusted pursuant to the terms of this Agreement, The City if Muskegon shall pay Contractor, as full and complete compensation for the proper performance of all Services in accordance with and consistent with this Agreement, as described on Exhibit C attached hereto (the ("Contract Price"). If the City if Muskegon corrects any breach of this Agreement by Contractor and/or corrects any deficient, defective or nonconforming Services performed by the Contractor or anyone for whom Contractor is responsible, then the Contract Price shall be reduced in the amount reasonably determined by The City if Muskegon to compensate for such breach. If the unpaid balance of the Contract Price is less than the total amount by which the Contract Price is reduced pursuant to this Section, the difference shall be paid by Contractor to the City if Muskegon. The City if Muskegon shall pay Contractor with the frequency described on Exhibit C. (b) Related Information. Contractor acknowledges and agrees that as a condition to payment, Contractor shall deliver such documentation as The City of Muskegon requests, to ensure the Services have been properly completed. 8. Insurance and Indemnity. (a) Contractor's Insurance. Contractor shall purchase and maintain, from a company or companies authorized to do business in the state in which the Project is located, insurance in such amounts and coverage as required by The City of Muskegon. All such insurance shall be on an occurrence basis and shall be procured from carriers maintaining an A.M. Best Rating of A-VII or higher. Such insurance shall include, but not be limited to: general liability coverage with limits not less than $1,000,000 per occurrence and $2,000,000 in aggregate, and with commercial vehicle coverage; and Worker’s’ Compensation insurance with coverage as required by law. Contractor shall submit to The City of Muskegon Page 3 of 12 certificates of the insurance procured by Contractor with respect to the performance of Services. With the exception of Workers' Compensation, the insurance coverage required by this Section shall name The City of Muskegon as an additional insured and shall not be canceled or allowed to expire without thirty (30) days prior written notice to The City of Muskegon. The coverage on all such policies required from Contractor pursuant to this Section shall be primary to any valid and collectible insurance carried by The City of Muskegon. (b) Indemnity. Contractor shall, to the maximum extent permitted by Law, defend, indemnify and hold harmless The City of Muskegon and any owner of real property where Services are performed, and their respective owners, affiliates, subsidiaries, successors, assigns, officers, directors, employees, agents and any other party to whom The City of Muskegon may be liable (collectively, the "Indemnitees") from and against any and all claims, liabilities, losses, demands, damages, losses, causes of action, costs and expenses, including by way of example and not of limitation, attorneys' fees, The City of Muskegon expenses, litigation expenses and punitive damages (collectively, "Losses") arising out of, resulting from or in connection with, this Agreement, including by way of example, but not of limitation, performance of any and all Services. This indemnity obligation shall not be construed to negate, abridge or otherwise reduce any other right or obligation of indemnity which would otherwise exist as to any party or person described in this Section 8. Contractor shall not be obligated to indemnify an Indemnitee for claims arising from the sole negligence of such Indemnitee. The indemnification obligation shall not be limited in any way by any limitation on the amounts or type of damages, compensation, termination of this Agreement, or benefits payable by or for The City of Muskegon under worker's compensation acts, disability benefit acts, other employee benefit acts or applicable insurance policies. Without limiting the foregoing, Contractor's indemnity obligations under this Agreement shall survive termination of this Agreement. 9. Termination. (a) Termination for Cause. If Contractor fails to perform any Services properly and diligently or fails to perform any provisions of this Agreement, the same shall be considered a breach of this Agreement. Such breach by Contractor shall entitle The City of Muskegon to, without limitation, (1) terminate this Agreement upon delivery of written notice to Contractor and/or (2) cause the Services to be completed by others selected by The City of Muskegon for Contractor's account. Contractor agrees to immediately pay all costs and damages sustained by The City of Muskegon because of such breach, which amounts may be deducted from amounts otherwise owed Contractor hereunder. Page 4 of 12 (b) Termination for Convenience. The City of Muskegon, at its sole option, may terminate this Agreement at any time and for any reason or no reason, by giving Contractor at least fifteen (15) days prior written notice, and should such termination be made other than for cause, as provided in Section 9(a) hereof, The City of Muskegon shall pay Contractor the cost of the Services actually completed by Contractor, less all sums previously paid by The City of Muskegon to Contractor, and any deductions made by The City of Muskegon in accordance herewith, provided, however, the total amount to be received by Contractor shall not in the aggregate exceed the Contract Price. (c) Termination by Contractor. Contractor may only terminate its performance hereunder in the event The City of Muskegon fails to timely pay Contractor in accordance with the payment provisions of this Agreement. In such event, Contractor shall first provide The City of Muskegon with fifteen (15) days prior written notice of Contractor's intent to terminate pursuant to this Section 9 and provide The City of Muskegon with fifteen (15) days to cure such non-payment. (d) Survival of Termination. In the event this Agreement is terminated for any reason, Contractor's duties, indemnities and all other obligations which by their nature survive termination hereof, with respect to its Services provided through the date of termination, shall survive such termination and be in full force and effect for the period of time prescribed by this Agreement, or applicable Law, whichever is longer. 10. Dispute Resolution. (a) THE PARTIES AGREE THAT ANY DISPUTE UNDER THIS AGREEMENT SHALL, (a) BE RESOLVED BY THE MUSKEGON COUNTY COURT SYSTEM, and (b) CONTRACTOR AND THE CITY OF MUSKEGON KNOWINGLY AND WILLINGLY WAIVE ANY RIGHT THEY HAVE UNDER APPLICABLE LAW TO A TRIAL BY JURY IN ANY DISPUTE ARISING OUT OF OR IN ANY WAY RELATED TO THIS AGREEMENT OR THE ISSUES RAISED BY THAT DISPUTE. (b) Duty to Continue Performance. The existence of any claim, dispute or legal proceeding shall not relieve Contractor from its obligation to continue to properly perform its Services as set forth herein. In the event of a dispute with respect to amounts payable to Contractor hereunder, The City of Muskegon shall pay all undisputed amounts and Contractor shall continue performing any remaining Services hereunder. Continued performance by either party shall not waive any claims, rights or remedies Contractor or The City of Muskegon may have concerning the dispute. 11. Miscellaneous. (a) Entire Agreement; Severability; Governing Law. The parties have entered into this Agreement in good faith, and it constitutes the entire understanding of the parties, and there are no representations, warranties or undertakings made Page 5 of 12 other than as set forth herein. Except as contemplated by Section 6 hereof, this Agreement shall not be modified, amended, extended or changed in any manner except in writing, signed by persons duly authorized to represent, respectively, The City of Muskegon and Contractor. The parties intend that all terms and provisions of this Agreement be legal and enforceable under applicable Law as written. In the event any of these provisions should be found to be unenforceable, it shall be stricken, and the remaining provisions shall be enforceable. This Agreement, including its interpretation, validity and enforcement, shall be governed by and construed in accordance with the Laws of the State where the Project is located without regard to its choice of law provisions. (b) Assignment. Contractor may not assign this Agreement, in whole or in part, without the prior written consent of The City of Muskegon, any such permitted assignment shall be upon such terms and conditions as specified by The City of Muskegon. The City of Muskegon shall have the right to freely assign its rights and obligations under this Agreement. (c) Independent Contractor; Headings and Interpretation. Pursuant to the terms of this Agreement, Contractor shall be an independent contractor to The City of Muskegon and shall have no other relationship to The City of Muskegon or the projects and activities of The City of Muskegon other than as defined in this Agreement. The headings of the Sections in this Agreement are inserted for convenience of reference only and shall not control or affect the meaning or construction of any of the agreements, terms and conditions of this Agreement in any manner. Contractor agrees and represents that Contractor has carefully considered this Agreement, including all exhibits and schedules hereto, and that ambiguities, if any, shall not be construed or enforced against the drafter. (d) Notices. Any notice or communication provided for hereunder will be in writing and will be deemed given and received (1) upon delivery, if delivered personally or by facsimile transmission with receipt acknowledged, (2) one business day after having been deposited for overnight delivery with Federal Express or a comparable overnight courier, or (3) three business days after deposit in U.S. mail when sent by registered or certified mail, postage prepaid, with proof of delivery to the address of the party shown on the signature page hereof or such other address as a party may specify in a written notice to the other. As used herein, "business day" means any day in which banking institutions are open for business in the State where the Project is located. Page 6 of 12 IN WITNESS WHEREOF, the undersigned have executed this Agreement as of the date first written above. The City of Muskegon __________________________________ Signature: Printed Name: Timothy E. Kozal Title: Director of Public Safety 933 Terrace St. Muskegon, MI 49440 213-724-6903 Contractor Earth Creations Name of Company Signature of Contractor Printed Name: ______________________ Title: ______________________________ Page 7 of 12 EXHIBIT A DESCRIPTION OF CONTRACTED SERVICES 1. Services. Contractor shall provide the following services, under the direction and supervision of The City of Muskegon Building Safety Dept., relating to yard maintenance and trash clean-up of the properties in The City of Muskegon. Contractor shall perform the services set forth in this contract in a timely, workman-like manner. (a) Mowing. Contractor shall mow all grass, weeds and brush including moving around all obstacles, up to three inches (3") in diameter, leaving no ridges of high or uncut grass. (b) Trimming/Cutting/Raking. Contractor shall trim all bushes and unsightly branches, cut large tree limbs that have fallen or logs, rake and remove heavy concentrations of yard clippings, small debris and fallen leave s and/or branches. Contractor shall clear sidewalk of debris and clippings as needed. (c) Garbage, debris and waste removal. Contractor shall pick up and remove all garbage, rubbish, debris, trash and waste materials, including but not limited to cans, bottles, loose papers, dead tree limbs, grass and brush clippings, abandoned/broken/unused household appliances, furniture, and other like items. (d) Disposal. i. Contractor shall handle and dispose of Freon according to the applicable State and Federal mandates. ii. Contractor shall ensure the separation and individual disposal of garbage and lawn debris. iii. All garbage, debris, trash, waste materials, grass, weeds, brush, appliances, furniture and other items removed from each site shall be transported by the Contractor for disposal to a location predetermined by The City of Muskegon. (e) Photographs. Contractor shall photograph each job site prior to and after completion. The photographs will indicate each job site address and/or location to ensure proper identification of the location and/or property. The photographs shall also indicate the time and date the picture was taken. All processing cost associated with this service shall be the sole responsibility of the Contractor. Photographs are to be marked with the enforcement number that corresponds with the work order they represent. Page 8 of 12 (f) Record Keeping. Contractor agrees to keep proper records of all work performed on behalf of The City of Muskegon. This includes electronic daily data entry of work orders completed on a shared source. (g) Other. Contractor may be required to perform other related work as deemed necessary by The City of Muskegon. 2. Expenses. Contractor shall be responsible to pay for all expenses incurred by Contractor related to the performance of its duties under this Agreement and for all compensation owed to its workers and/or subcontractors. 3. Contract Price. The City of Muskegon agrees to pay Contractor, in full consideration for the complete performance of Contractor's obligations under this Agreement, the amount set forth in the Contractor's bid proposal and documents described in paragraph 1. 4. Assignments. Work assignments are determined on an as needed basis. 5. Contractor Work Crew. (a) The City of Muskegon reserves the right to limit the size of work crews at any time. (b) The City of Muskegon Representatives. The City of Muskegon may assign one or more persons to the job site as its Representative(s). The City of Muskegon Representative(s) may supervise work crew in their performance at the job site and may instruct the work crews as to what tasks must be performed. 6. Specific Reservations. (a) The City of Muskegon reserves the right to have Contractor bag or remove debris and/or trash from the property and place the same on the terrace at the property for removal by the City refuse contractor. (b) The City of Muskegon reserves the right to have the City refuse contractor clean up the debris and/or trash left on the terrace at a work site property on an as needed basis. (c) The City of Muskegon reserves the right to use volunteers, court ordered public service workers and/or prisoners in lieu of Contractor's services for any work indicated throughout this Agreement. Page 9 of 12 EXHIBIT B Schedule 1. Schedule. (a) Work schedules shall be completed by The City of Muskegon on a daily or as needed basis. (b) Provisions shall be made, at Contractor's expense, for contacting the Contractor on short notice or in an emergency situation by any of the following methods: i. Telephone ii. Cellular Telephone 2. Work Orders. (a) Distribution. Work orders will be distributed to the Contractor electronically at the end of each day. (b) Completion. All jobs listed must be completed within five (5) working days following receipt of the work order by Contractor and on a first-come, first-serve basis. i. Rush or special requests may be made on occasion, as determined by The City of Muskegon. ii. Time extensions may be permitted for inclement weather and similar restricting circumstances, as determined by The City of Muskegon. iii. All completed work orders and billing shall be presented to The City of Muskegon every Friday. (c) Travel Time. Travel time shall be charged by Contractor as follows: i. Time may be charged for travel from a completed job site to another job site. Travel time shall be shown on a voucher completed for the destination site. ii. Time may be charged for travel to and from a disposal site with a full load of garbage, trash, waste and other items. Travel time shall be indicated on a dump voucher or slip. iii. Travel time shall only be compensated for direct and logical routes. iv. All vouchers, bills, slips and pictures pertaining to a work order or a job site shall be submitted to The City of Muskegon at the same time. v. Requests for payment that are submitted without the proper documentation, including but not limited to vouchers, bills, slips and pictures will not be accepted until such time all such items are submitted. Page 10 of 12 EXHIBIT C Contract Price Contractor shall be paid based on the hourly rate schedule set forth below. Services performed on an hourly rate basis will be performed at the rates set forth below (the "Hourly Rates") are as follows: Position Description Hourly Rate 1 Year Bid 2 Year Bid 3 Year Bid 4 Year Bid Trash Pickup $89/hr. $90/hr. $91/hr. $92/hr. Tractor Mowing $79/hr. $81/hr. $83/hr. $83/hr. Zero Turn Mowing $79/hr. $81/hr. $83/hr. $83/hr. Hand Mowing $65/hr. $66/hr. $67/hr. $68/hr. Terrace/24 Hr. Pickup $89/hr. $90/hr. $91/hr. $91/hr. Leaf/Brush $89/hr. $90/hr. $91/hr. $92/hr. Contractor shall send The City of Muskegon any invoice setting forth the aggregate Hourly Rates for the immediately preceding month as required by Section 7 of this Agreement 1. Payment. 1. Form i. Requests shall include a list of job numbers, addresses and with the corresponding cost of each job. ii. Requests shall be on a per-quarter hour basis; total time per job to be agreed to by the Contractor and The City of Muskegon Representative. iii. Requests for work completed that were not performed in compliance with subsection 9(b) may not be compensated. This includes but is not limited to work that was not completed due to being asked to leave the property, inability to perform work on the property, work orders that The City of Muskegon or The City of Muskegon have asked to be removed, work that was completed in the time between the work order being issued and contractors arriving to the site. iv. Inadvertent payment made to the Contractor for work not performed in compliance with the terms of this contract, or for any other reason, will be deducted by The City of Muskegon from subsequent payments. 2. Frequency. Request for payment shall be made every Friday and payment will be made twice per month pursuant to the City of Muskegon’s standard payment practices. Page 11 of 12 ADDENDUM Contractor shall furnish or supply all the equipment and labor necessary to carry out its obligations under this Agreement. The equipment and labor include but is not limited to: general labor, daily office manager, technical personnel, machinery, tools, transportation, fuel, and all other such materials. All equipment must meet the safety standards as required by MIOSHA. 1. Inspection. The City of Muskegon or its designated agents shall be able to inspect for safety, appearance and sanitation, all equipment used by Contractor to carry out its obligations under this Agreement. The City of Muskegon may refuse Contractor the right to utilize any equipment that is deemed unsafe, unsanitary or of an unsightly appearance based on that inspection. In that event, Contractor shall repair, replace or restore the equipment to a suitable condition as soon as reasonably possible. 2. Required Equipment (a) Four (4) trucks for 2-man hand mow crews (b) Eight (8) Push mowers (c) Eight (8) Weed trimmers (d) Four (4) tractors with a 60” brush hog mower with a mower deck of a minimum five feet (5') diameter for each. (e) Two (2) dump trucks or two (2) heavy duty trucks with trailers. Minimum size: 10 yards with a 4,000 lb. capacity. (f) Two (2) Zero turn riding mowers (g) Chain saws (h) Hand tools, including rakes, brooms, wheel barrels, shovels, pitch forks, and other tools as deemed appropriate for the job site. (i) Twelve (12) Digital cameras, minimum 3-megapixel resolution with automatic time and dating capacity. (j) Twelve (12) whiteboard signs with ability to measure 6” to show proof of work and grass height. (k) Online database for required pictures, job status updating and receiving work orders. (l) Alternative equipment may be proposed for use but requires The City of Muskegon approval prior to use. 3. Method of Transportation. Contractor agrees to haul tractors, mowers and other equipment to the job location, unless otherwise approved by The City of Muskegon. Page 12 of 12 Agenda Item Review Form Muskegon City Commission Commission Meeting Date: May 23, 2023 Title: All Traffic Solution Contract Renewal Submitted By: Director Timothy E Kozal Department: Public Safety Brief Summary: All Traffic Solutions contract is up for renewal as of September 30, 2023 Detailed Summary & Background: All Traffic Solutions is the company that we have purchased our digital display traffic trailers (2). This contract will be for the continued upkeep of technical support which allows the police department to program the trailers from a desktop in the office, receive satellite signal. The traffic trailers have been used in different area of the city to reduce speeding and at Pere Marquette notifying of paid parking and speed. This amount for the 3-year contract is at a 20% savings to the City. Goal/Focus Area/Action Item Addressed: COMMUNITY CONNECTION Amount Requested: $7,200 for a 3-year Amount Budgeted: $7,200 for a 3-year contract contract Fund(s) or Account(s): 101-301-801 Fund(s) or Account(s): 101-301-801 Recommended Motion: For Commission to approve the renewal of the 3-year contract with All Traffic Solutions. Approvals: Guest(s) Invited / Presenting Immediate Division Head Information Technology Yes Other Division Heads Communication Legal Review No For City Clerk Use Only: Commission Action: ALL TRAFFIC SOLUTIONS PREMIER CARE PLAN PREMIER CARE COVERS ANY MANUFACTURING DEFECT ON AN ATS-MANUFACTURED UNIT DURING ITS LIFESPAN, PROVIDED THE UNIT IS SUBSCRIBED TO TRAFFICLOUD ®. In cases of a manufacturing defect, ATS will pay for shipping to and from the Customer. ATS reserves the right to repair or replace the warrantied part or parts at its sole discretion. Units will be repaired expeditiously, however, repairs on older units may be delayed due to the availability of parts. If ATS deems the issue not to be caused by a manufacturing defect, the Customer will be notified and given the option to proceed with product repairs at standard ATS repair rates. Premier Care does not include the use of a loaner unit The following items are not covered by Premier Care: while the unit is being serviced. • SLA (sealed lead acid) and trailer batteries As an additional Premier Care benefit, the following • Trailers are not covered under Premier Care, only items are covered at 50% of standard ATS repair rates: the display units on the trailers are covered • LFP batteries ATS is not responsible for any consequential damages • Damage resulting from misuse or abuse that that result from violent maneuvers, collisions, or other include using the product in ways for which it circumstances, even though the device(s) is/are used was not intended according to instructions. ATS specifically disclaims • Vandalism any liability for injury caused by the product in all such • Accidents circumstances. As an expressed warning, the user • Damage due to incorrect installation or operation should be aware that ATS specifically disclaims any • Acts of nature liability for injury caused by the product in all such circumstances involving harmful personal contact. • Normal wear and tear such as frayed cords or cables, broken connectors, scratched or broken Visit our support page at: enclosures https:// www.alltrafficsolutions.com/support. All Traffic Solutions 12950 Worldgate Drive, Suite 310, Herndon, VA 20170. ©All Traffic Solutions Connected Solutions for Better Traffic Safety Outcomes TRAFFICLOUD: TOTAL TRAFFIC SAFETY MANAGEMENT AllTrafficSolutions.com All your devices and data in one place. Manage every component of your traffic safety program with TraffiCloud. TM TraffiCloud is the secure, web-based ecosystem that makes it easy to manage all your traffic data and safety devices from anywhere with an Internet-connected device. TRAFFICLOUD LETS YOU 1 2 3 4 Remotely access, Make more Improve View dashboards monitor and manage insightful decisions workflows, and ready-made all connected devices based on data optimize resources reports of all and dynamic analytics from all your improve collected data, or just messages from one program components efficiencies one traffic device central location Monitor. Manage. Report. All ATS traffic devices and signs are TraffiCloud-ready: VARIABLE MESSAGE SIGNS RADAR MESSAGE SIGNS The only folding portable The most flexible system message sign – compact available. Display speed- and versatile. Change messages dependent messages, collect remotely in real time! data regardless of display mode COUNT & CLASSIFY HANDHELD LIDAR RADAR SPEED DISPLAYS Portable, quick-install roadside Superior target acquisition Flexible, portable signs in two counter classifiers collect bi- and range performance in a sizes; mounts on pole, trailer or directional data in up to 16 lanes compact, lightweight package vehicle hitch Manage all your safety data and equipment from any Internet-ready device. Leveraging a single interface across all your traffic management equipment, regardless of manufacturer, TraffiCloud streamlines your workflows and delivers new levels of awareness and flexibility while reducing the amount of time needed to manage your equipment and information. NOW YOU CAN • Collect equipment data from all your devices automatically from any Internet connection 24/7 for anytime, anywhere access • Utilize a fully hosted web-based management system that requires no WRONG WAY IT involvement or support, no additional ALERTS RADAR SPEED hardware or network appliances, no DISPLAYS software or middleware to install COUNT AND and no database setup or customer CLASSIFY maintenance PARKING • Leverage data to dynamically NOTIFICATIONS manage your devices and maximize their effectiveness and value SENSOR TIME TO DISPLAYS DESTINATION • Create a holistic view of your entire traffic management ecosystem • Achieve new levels of insight for more informed, proactive DATA REPORTS VARIABLE AND ANALYTICS MESSAGE SIGNS decision making All Traffic Solutions All Traffic Solutions delivers cloud-based traffic management solutions, including radar speed and variable message displays, counter classifiers, and intelligent transportation systems for law enforcement, public works and transportation departments and facilities management. Our innovative TraffiCloud traffic management platform is changing the way smarter cities solve their most complex traffic, transportation and parking challenges by allowing them to manage all their traffic equipment remotely, as well as leverage real-time data to increase traffic safety, streamline their operations and achieve lasting results. • Time to Destination • Wrong Way Detection • Sensor-driven Count and Classify • Data Collection • Work Zones & School Zones • Parking Availability and Guidance • Variable Messaging Systems • Speed-dependent Messaging All managed online with TraffiCloud All Your Traffic Safety Program Data In One Place TraffiCloud is our secure, web-based ecosystem for managing all your traffic safety data and equipment. View dashboards and reports of all collected data. Make more insightful decisions based on data analytics from all your program components. Save time by managing the status of connected devices and dynamic messaging all from one central location. TraffiCloud functionality includes: PREMIERCARE IMAGE MANAGEMENT Get a perpetual warranty and remote Achieve greater awareness with alarms diagnostics for the duration of or by requesting generated images. your subscription. • Capture images based on speeds, • 50% discount on accidental damage tampering, time intervals or upon request* • Real-time remote diagnostic monitoring • Review, edit, print and act on useful images REPORTING ENFORCEMENT Save time collecting, organizing, Automate the collection of Lidar captures. compiling and distributing information. • Ensure data accuracy • Automated, daily uploads of new data • Minimize data collection time into a centralized, SAS70-certified environment • Identify trends to allocate resources MAPPING and be proactive Manage your entire program through • Schedule reports for regular delivery an intuitive visual interface. to your inbox • Interactive map provides a window to all system information EQUIPMENT MANAGEMENT Stop wasting time driving to ALERTS equipment to update and monitor it. Specify when and whom to notify upon • Check status and change settings occurrence of certain conditions. from any Internet-connected device • Receive email or text as events happen • Send single message to multiple signs at once • Be aware of low batteries, high speeds, • Respond immediately to changing situations tampering, congestion and more *Images can be used to identify vehicle make and color but are not ALPR quality. Take a demo of TraffiCloud, our secure, web-based traffic management and reporting solution that manages all your traffic safety devices and data remotely! Call 866.366.6602 or email sales@alltrafficsolutions.com All Traffic Solutions 12950 Worldgate Drive, Suite 310, Herndon, VA 20170 ©All Traffic Solutions TraffiCloud leverages our patented technology (US Patents 8,417,442; 8,755,990; 9,070,287; 9,411,893) to deliver unique cloud-based management, features and functionality. Agenda Item Review Form Muskegon City Commission Commission Meeting Date: May 23, 2023 Title: Lumberjacks Renovations Submitted By: Jake Laime Department: Arena Brief Summary: Seeking approval to construct new team space at Trinity Health Arena. In exchange, the Lumberjacks would like to add an additional renewal option to Lumberjacks Shared Use Agreement. Detailed Summary & Background: Muskegon Lumberjacks Organization LLC, parent company of the USHL’s Muskegon Lumberjacks, are seeking approval to construct a second story office suite above their existing players’ lounge and coaches’ offices. The proposed space would be built into the necessary locker room and supporting medical space to provide the Lumberjacks the best amenities and continued success in player recruitment while also providing a much-needed presence and access to and from the arena concourse. All construction would be fully funded by the Muskegon Lumberjacks Organization LLC. Due to the nature of the cost to build, the Muskegon Lumberjacks Organization LLC is requesting an additional 10yr renewal option added to their shared use agreement. Attached is the proposed sixth amendment as well as a general concept of construction. Goal/Focus Area/Action Item Addressed: Destination, Community and Quality of Life (Enhanced Recreation and Services) Amount Requested: $0 Amount Budgeted: $0 Fund(s) or Account(s): Fund(s) or Account(s): Recommended Motion: Approve continued exploration for the addition, amendment and authorize the City Manager and Clerk to sign. Approvals: Get approval from division head at a minimum prior Guest(s) Invited / Presenting to sending to the Clerk. Immediate Division Head X Information Technology Yes x Other Division Heads X Communication Legal Review X No For City Clerk Use Only: Commission Action: Agenda Item Review Form Muskegon City Commission Commission Meeting Date: May 23, 2023 Title: Parks & Recreation Advisory Committee Establishing Ordinance – 2nd Reading Submitted By: Kyle Karczewski, Parks & Recreation Director Department: Public Works Brief Summary: Ordinance to provide guidelines for the creation of a Parks & Recreation Advisory Committee. Detailed Summary & Background: Please find these attachments: 1. Parks & Recreation Advisory Committee Ordinance City staff is looking for feedback from the commission on moving forward with the guidelines for forming the Parks & Recreation Advisory Committee. Goal/Focus Area/Action Item Addressed: Goal 1. Establish a robust Parks & Recreation improvement plan. Amount Requested: 0 Amount Budgeted: n/a Fund(s) or Account(s): Fund(s) or Account(s): Recommended Motion: Move to adopt Parks & Recreation Advisory Committee ordinance as presented. Approvals: Guest(s) Invited / Presenting Immediate Division Head Information Technology Yes Other Division Heads Communication Legal Review No For City Clerk Use Only: Commission Action: CITY OF MUSKEGON MUSKEGON COUNTY, MICHIGAN ORDINANCE NO. The purpose is to create an ordinance to provide the ability to create the Parks & Recreation Advisory Committee ARTICLE III. PARKS AND RECREATION ADVISORY COMMITTEE* Sec. 68-61 Definition. As used in this article, the term “board” means the Parks and Recreation Advisory Committee created by this article. Sec. 58-62. Created; composition; appointment of members. There is hereby created a parks and recreation advisory committee consisting of eleven members as follows: (1) One shall be a member of the city commission to be selected by and from the city commission that will serve as the board chair. (2) One shall be a member from Muskegon Public Schools. (3) One shall be a citizen who resides in the City of Muskegon. (4) Eight shall be citizens who reside in the City of Muskegon with two being representative of each of the four wards. Sec. 58-63. Terms of members; filling of vacancies. (a) The term of any member of the board shall not exceed three years. (b) Notwithstanding subsection (a) of this section, any member of the board shall serve at the pleasure of the city commission. (c) Vacancies on the board shall be filled by mayoral appointment with the approval of the city commission. Sec. 58-64. Selection of officers; general powers and duties of board. (a) The members of the board shall meet and organize by selecting such officers as may be necessary and adopt any rules or bylaws deemed necessary by the board to discharge in an orderly manner those duties hereafter assigned. (b) It shall be the duty of the board to advise the city commission upon those matters relating to the proper conduct of public recreation, programs and/or facilities within the city which shall be referred to such board from time to time, by the director of parks & recreation; provided, however, nothing contained in this article shall prohibit any member of the board from placing any item of business on the agenda of any board meeting. In addition, thereto, the board shall advise the city commission upon matters referred to the board from time to time by the city commission. This ordinance adopted: Ayes: Nayes: Adoption Date: Effective Date: First Reading: Second Reading: CITY OF MUSKEGON By: __________________________ Ann Meisch, MMC - City Clerk CERTIFICATE (Creation of the Parks & Recreation Advisory Committee) The undersigned, being the duly qualified clerk of the City of Muskegon, Muskegon County, Michigan, does hereby certify that the foregoing is a true and complete copy of an ordinance adopted by the City Commission of the City of Muskegon, at a regular meeting of the City Commission on the 23rd day of May 2023, at which meeting a quorum was present and remained throughout, and that the original of said ordinance is on file in the records of the City of Muskegon. I further certify that the meeting was conducted and public notice was given pursuant to and in full compliance with Act No. 267, Public Acts of Michigan of 1976, and that minutes were kept and will be or have been made available as required thereby. DATED: May 23, 2023 ________________________________ Ann Meisch, MMC Clerk, City of Muskegon Publish Notice of Adoption to be published once within ten (10) days of final adoption. CITY OF MUSKEGON NOTICE OF ADOPTION Please take notice that on May 23, 2023 the City Commission of the City of Muskegon adopted an ordinance to provide the ability to create a Parks & Recreation Advisory Committee, summarized as follows: 1. The board shall consist of eleven members including a city commissioner, residents of the City of Muskegon, and a professional with experience relating to the board. 2. The board will advise the city commission upon matter relating the proper conduct of public recreation, programs and/or facilities within the city. Copies of the ordinance may be viewed and purchased at reasonable cost at the Office of the City Clerk in the City Hall, 933 Terrace Street, Muskegon, Michigan, during regular business hours. This ordinance amendment is effective ten days from the date of this publication. Published CITY OF MUSKEGON By: Ann Meisch, MMC, City Clerk --------------------------------------------------------------------------------------------------------------------- PUBLISH ONCE WITHIN TEN (10) DAYS OF FINAL PASSAGE. Agenda Item Review Form Muskegon City Commission Commission Meeting Date: May 23, 2023 Title: Brownfield Development & Reimbursement Agreement, The Meadows at Harbor 31 LLC, 170 Viridian Dr. Submitted By: Contessa Alexander Department: Economic Development Brief Summary: Approval of the Brownfield Development and Reimbursement Agreement for The Meadows at Harbor 31 LLC and to consider the attached resolution. Detailed Summary: The Meadows at Harbor 31 is located on 2.5-acres along Muskegon Lake. The proposed redevelopment activities will include a 21 two-story multi-family duple style residential homes with surrounding grass lawn areas, sidewalks and roadways creating a walkable community that provides access to Muskegon Lake, greenspace areas in downtown Muskegon. Sustainable development concepts are proposed throughout the project including green building techniques and low-impact development and stormwater management. The total costs for the eligible activities, including contingencies and interest, are $1,961,135. The Brownfield TIF Revenue will be used to reimburse the Developer for the Developer Eligible Activities incurred and approved for the Project. The Total private investment, not including property acquisition, is approximately $7,000,000. Development is expected to begin this fall through 2024. The Development & Reimbursement Agreement outlines the procedures for the City to reimburse the Developer for eligible expenses within the Brownfield Plan. The Authority shall pay 100% of the available Brownfield TIF Revenue to the Developer to reimburse the costs of Developer Eligible Activities. The Developer will provide the BRA a request for payment of eligible expenses. The BRA has 30 days to approve the request. Payments are made on a semi-annual basis when incremental local taxes are captured and available. This agreement is to be approved by the Brownfield Redevelopment Authority during a special meeting held on May 23, 2023. The Brownfield Plan Amendment was approved by the BRA on April 14, 2023 and the Commission on April 25, 2023. Amount Requested: N/A Amount Budgeted: N/A Fund(s) or Account(s): Fund(s) or Account(s): Recommended Motion: Approval of The Meadows at Harbor 31 LLC Brownfield Development and Reimbursement Agreement and authorize the Mayor and City Clerk to sign. Check if the following Departments need to approve the item first: Police Dept. Fire Dept. IT Dept. For City Clerk Use Only: Commission Action: RESOLUTION APPROVING THE BROWNFIELD DEVELOPMENT AND REIMBURSEMENT AGREEMENT The Meadows at Harbor 31 LLC, 170 Viridian Dr. The Meadows at Harbor 31 County of Muskegon, Michigan 2023-May 23 Minutes of a Regular Meeting of the City Commission of the City of Muskegon, County of Muskegon, Michigan (the "City"), held in the City Commission Chambers on the 23 day of May, 2023 at 5:30 p.m., prevailing Eastern Time. PRESENT: ABSENT: The following preamble and resolution were offered by ______________ and supported by ______________. WHEREAS, in accordance with the provisions of Act 381, Public Acts of Michigan, 1996, as amended ("Act 381"), the City of Muskegon Brownfield Redevelopment Authority (the "Authority") has prepared and approved a Development and Reimbursement Agreement; and WHEREAS, the Authority has forwarded the Development and Reimbursement Agreement to the City Commission requesting its approval of the Development and Reimbursement Agreement and NOW, THEREFORE, BE IT RESOLVED THAT: 1. That the Brownfield Plan constitutes a public purpose under Act 381. 2. That the Brownfield Plan meets all the requirements of Section 13(1) of Act 381. 3. That the proposed method of financing the costs of the eligible activities, as identified in the Brownfield Plan and defined in Act 381, is feasible and the Authority has the authority to arrange the financing. 4. That the costs of the eligible activities proposed in the Brownfield Plan are reasonable and necessary to carry out the purposes of Act 381. 5. That the amount of captured taxable value estimated to result from the adoption of the Brownfield Plan is reasonable. 6. That the Development and Reimbursement Agreement is approved and is effective immediately. 7. That all resolutions or parts of resolutions in conflict herewith shall be and the same are hereby rescinded. Be it Further Resolved that the Mayor and City Clerk are hereby authorized to execute all documents necessary or appropriate to implement the provisions of the Brownfield Plan. AYES: NAYS: ABSENT: RESOLUTION DECLARED APPROVED. _____________________________________ Kenneth D. Johnson, Mayor _____________________________________ Ann Marie Meisch, City Clerk I hereby certify that the foregoing is a true and complete copy of a resolution adopted by the City Commission of the City of Muskegon, County of Muskegon, State of Michigan, at a regular meeting held on May 23, 2023 and that said meeting was conducted and public notice of said meeting was given pursuant to and in full compliance with the Open Meetings Act, being Act 267, Public Acts of Michigan, 1976, as amended, and that the minutes of said meetingwere kept and will be or have been made available as required by said Act. ______________________________ Ann Marie Meisch, City Clerk Agenda Item Review Form Muskegon City Commission Commission Meeting Date: April 25, 2023 Title: FY24 DWRF Project Plan Updates Submitted By: Dan VanderHeide Department: DPW Brief Summary: The City’s DWRF Project Plan on file with the state for future revolving fund projects has been updated, and the City needs to receive comment and adopt the plan by resolution. Detailed Summary & Background: The City has taken advantage of favorable rates and even some principal forgiveness as a part of the state’s Revolving Loan Fund programs to complete substantial utility improvement projects, such as the Sanford Street project currently underway. In order to be eligible for these programs, projects must be included in the City’s “Project Plan” that is on file with the state department of EGLE. The specific projects proposed for the program are not known at this time; this Project Plan is simply a list of projects the City may propose for the program in the future. The list is used by the state to perform preliminary environmental and other clearance work so they are prepared for the projects if and when the City proposes them. Prein & Newhof has updated our Drinking Water Revolving Fund (DWRF) Project Plan (the plan dedicated to drinking water projects) to show potential projects over the next several years. Part of the updating process includes holding a meeting where the public can comment on the plan (satisfied by today’s meeting and the public comment periods within it), and a resolution by the Commission adopting the plan. The resolution is attached. An Executive Summary of the Project Plan is included. For the full version (520 pages, 34MB), please visit: 2023-05-08 DWRF Project Plan - Muskegon -DRAFT Goal/Focus Area/Action Item Addressed: Sustainability in financial practices and infrastructure Amount Requested: N/A Amount Budgeted: N/A Fund(s) or Account(s): N/A Fund(s) or Account(s): N/A Recommended Motion: I move to adopt the City’s 2024 DWRF Project Plan by the included resolution. Approvals: Legal Review Guest(s) Invited / Presenting Immediate Division Head Information Technology Yes Other Division Heads Communication No For City Clerk Use Only: Commission Action: A RESOLUTION ADOPTING A FINAL PROJECT PLAN FOR WATER SYSTEM IMPROVEMENTS AND DESIGNATING AN AUTHORIZED PROJECT REPRESENTATIVE WHEREAS, the City of Muskegon recognizes the need to make improvements to its existing water supply and distribution system; and WHEREAS, the City of Muskegon authorized Prein&Newhof to prepare a Project Plan, which recommends improvements to provide a more reliable and resilient water supply and distribution system including replacement of aging or undersized water mains, replacement of lead service lines, which can cause elevated lead concentrations in homes, and replacement or rehabilitation of aging components of the Water Filtration Plant and a storage tank; and WHEREAS, said Project Plan was presented at a Public Meeting held on May 23, 2023 and all public comments at the hearing or written comments submitted during the public comment period have been considered and addressed. NOW THEREFORE BE IT RESOLVED, that the City of Muskegon formally adopts said Project Plan and agrees to implement the selected FY 2024 projects based on the selected alternatives for those projects. BE IT FURTHER RESOLVED, that the Director of Public Works, a position currently held by Daniel VanderHeide, is designated as the authorized representative for all activities associated with the project referenced above, including the submittal of said Project Plan as the first step in applying to the State of Michigan for a Drinking Water Revolving Fund Loan to assist in the implementation of the selected alternative. Yeas: Nays: I certify that the above Resolution was adopted by the City Commission of the City of Muskegon on May 23, 2023. BY: Ann Meisch, City Clerk ______________________________________________________________________________ Signature Date (EQP 3530 REV 01/2015) DRAFT Drinking Water State Revolving Fund Project Plan Executive Summary A Project Planning Document (PPD) has been prepared on behalf of the City of Muskegon, Michigan, for the purpose of applying for a Drinking Water State Revolving Fund (DWSRF) loan and potentially grants, from the Michigan Department of Environment, Great Lakes, and Energy (EGLE), for the construction of improvements to the City of Muskegon’s water system. The City of Muskegon has a high-quality water source, Lake Michigan. The water is treated at a treatment plant on the shore of Lake Michigan, and then pumped to the distribution system, which supplies City residents and several customer communities outside of the city limits. While the water system has not had any health-based violations in recent years, the water system needs continual investment to maintain compliance and meet level of service goals. Many of the city’s facilities have reached, or are reaching, the end of their useful service lives. Prein & Newhof has worked closely with city staff to identify and prioritize projects to meet system needs. Several of the projects that occur within city streets are coordinated with sanitary sewer or street replacement projects that also are in the same street. This allows cost saving to both the water and sewer funds. Project Needs and Selected Projects A list of the projects and project descriptions planned for the State’s Fiscal Year 2024, as well as future projects, are provided in Table 5. The water distribution system is shown in Figures 1 and 2 and the locations of the proposed projects are shown in Figure 3. The following is a summary of the needs and projects that have been identified: • Distribution System There are numerous locations within the City distribution system that require replacement due to age, deficient maximum flow, pipe diameter, and inaccessibility. Almost half of the system consists of water mains over 80 years old. These aging cast iron mains have a higher risk of failure due to water main breaks, which can pose a threat to public health. In prioritizing of these projects, preference was given to projects that overlap with other City 4910 Stariha Drive Muskegon, MI 49441 t. 231-798-0101 f. 231-798-0337 www.preinnewhof.com S:\2023\2230379 City of Muskegon\REP\2023 Executive summary FY2024 DWSRF Project Plan.docx infrastructure projects followed by the more urgent projects identified in various other studies prepared. See Table 5 and Figure 2 for a description of and the location of selected projects. • Lead Service Lines Based on records and field verifications as of the end of 2022, the City estimates approximately 10,400 lead, or galvanized pipe connected to or previously connected to lead, water service lines are present in the City. The Michigan Safe Drinking Water Act requires the City to replace these within 20 years at a cost of over $6 million per year. To meet the required 20-year replacement period, the City would be required to replace approximately 575 services a year. • Water Storage The city of Muskegon has several elevated water storage tanks. The Nims tank is a one million gallon tank that was constructed in 1937 and has been identified as the highest priority for repainting. Periodic repainting is needed to preserve the life of the tank and to protect water quality. A mixer for the tank is also proposed to reduce potential issues due to stagnant water in the tank. Safety equipment and the roof vent will also be repaired. • Filtration Plant Projects at the plant include several sections of roof replacement. The water filtration plant is a large building and roof replacement is critical to prevent leaks into areas that could impact water being treated in the building. Several areas of the plant have been designated for replacement of roofs over 20 years old. Screens on the water supply intake from Lake Michigan are critical to protect downstream pumps from debris. The screens are original to the 1965 intake and have reached the end of their useful lives. Alternatives Analysis Alternatives were considered in the process of project evaluation and selection as described in the Project Plan. Since most projects are a direct replacement for aging infrastructure, this was limited to consideration of various alternative methods of construction of materials. S:\2023\2230379 City of Muskegon\REP\2023 Executive summary FY2024 DWSRF Project Plan.docx Environmental Evaluation No long-term environmental, or cultural/historic, impacts have been identified. All projects are within existing developed right-of ways or structures; therefore, no impacts are not expected. The Indiana bat, an endangered species, and the Northern long-eared bat, a threatened species, have some potential to be in the area. No trees will be removed during nesting season between March 31 and October 1 unless a survey for bats is done first. However, if the projects move forward additional, more detailed analysis will be conducted in each area. There will be short-term impacts that are typical during construction such as traffic detours, dust, and noise. These will be controlled as much as possible during the projects. Financial Analysis As shown in Table 5, the estimated probable cost of the proposed projects for FY 2024 is approximately $26,084,000 for the eligible costs. At an estimated interest rate of 2.75% for a 20- year period, the annual debt service for the proposed projects will be approximately $1,713,000 per year. This would represent an approximate increase in user rates of $7.00 per month for the average residential user. This is based on 20,784 meter equivalents for city customers only. The City will decide on the final number of projects to complete, and any rate adjustments, once the DWSRF interest rate, grant levels, and principal forgiveness levels for FY 2024 are set. Future projects are identified at $74,000,000 but a schedule has not been set except for lead service line replacement within 20 years. Overburdened Community The City of Muskegon meets the definition of being “overburdened” under the criteria established by EGLE for the DWSRF program. The City’s median annual household income of $37,827, and the City’s taxable land value per capita of $16,910, are below the criteria established by EGLE. The overburdened status typically qualifies the community for extra consideration for grants and loan principal forgiveness. S:\2023\2230379 City of Muskegon\REP\2023 Executive summary FY2024 DWSRF Project Plan.docx CITY OF MUSKEGON FY24 DWSRF PROJECT PLAN Table 5 - Summary of Selected Alternatives Total Project Water Service DWSRF Eligible Cost Project # Year Project Title Project Description Replacements Cost Estimate Estimate 1. FY24 Holbrook Avenue - Peck Abandon all 6-inch water main on Holbrook Ave. from Peck St. to Wood St. Tie-in all existing 6-inch north-south mains into the existing 24-inch water main. Replace all water services 6 $874,000 $2,866,000 St. to Wood St.* from the 6-inch water main to the 24-inch main from the main to the meter in the buildings. 2. FY24 6th Street - Laketon Ave. Replace existing 6-inch water main with approximately 2,000 feet of 8-inch main and replace approximately 900 ft of 16-inch main from Laketon Ave. to Washington Ave. Replace water 46 $3,516,000 $4,313,000 to Washington Ave.* services from the main to the meter in the buildings. 3. FY24 7th Street - Laketon Ave. Replace existing 6-inch water main with approximately 2,850 feet of 8-inch main from Laketon Ave. to Washington Ave. Replace water services from the main to the meter in the 36 $2,979,000 $3,709,000 to Washington Ave.* buildings. 4. FY24 Glenside Neighborhood Install approximately 1,440 feet of 12-inch water main in the road right of way on Hadden St. from Randolph Ave. to Wickham Dr and on Randolph Avenue from Westwood St. to Hadden Phase II* St. Install approximately 350 feet of 8-inch water main in the road right of way on Randolph Ave. from Hadden St. to Wickham Dr. Install approximately 330 ft of 8-inch water main on 54 $1,908,000 $3,359,000 Wickham Dr. from Glenn St. to Hadden St. Reroute existing water services in the alley from the buildings to the new water mains in the road. Future Glenside Neighborhood Install approximately 530 feet of 12-inch water main and 2,740 feet of 8-inch water main in the road right of way in the Glenside Neighborhood west of Wickham Dr. Roads include 72 $2,806,000 $5,154,000 Phase III* Randolph Ave., Winchester Dr., Montague Ave., and Westwood St. Reroute existing water services in the alley from the buildings to the new water mains in the road. Future Glenside Neighborhood Install approximately 4,200 feet of 8-inch and 12-inch water main in the road right of way in the Glenside Neighborhood on Cumberland from Glen to Winchester, and on Glen, Ridge, 71 $2,774,000 $5,004,000 Phase IV* Lexington, and Beardsley from Wickham to Cumberland. Reroute water services in the alley from the buildings to the new water mains in the road. Future Glenside Neighborhood Install approximately 5,200 feet of 8-inch water main in the road right of way in the Glenside Neighborhood on Randolph from Wickham to Glenside, Winchester from Wickham to Pine 141 $4,716,500 $10,273,000 Phase V* Grove, and on Montague from Wickham to Pine Grove. Reroute water services in the alley from the buildings to the new water mains in the road. 5. Future Wood Street - Holbrook Abandon existing 6 inch water main. Replace all water services from the 6-inch water main to the 20-inch transmission main from the main to the meter in the buildings. Replace 73 $2,013,000 $6,010,000 Ave. to Spring St.* hydrants, valves and connect east-west cross streets to the 20 inch transmission main. 6. Future Catherine Avenue - Irwin Replace existing 4-inch and 6-inch water main with approximately 3,300 feet of 8-inch main from Irwin Ave. to Wood St. Replace water services from the main to the meter in the 71 $2,869,000 $4,304,000 Ave. to Wood St.* buildings. 7. Future Jefferson Street - Laketon Replace water services from the main to the meter in the buildings. 31 $622,000 $1,748,000 Ave. to Southern Ave.* 8. Future Iona Avenue - Arthur St. to Replace existing 6-inch water main with approximately 3,400 feet of 8-inch main from Arthur St. to Wood St. Replace water services from the main to the meter in the buildings. 76 $2,991,000 $4,508,000 Wood St.* 9. Future Orchard Avenue - Myrtle Replace existing 6-inch water main with approximately 3,750 feet of 8-inch main from Myrtle Ave. to Getty St. Replace water services from the main to the meter in the buildings. 106 $3,281,000 $5,152,000 Ave. to Getty St.* 10. FY24 Madison Street - Laketon Replace existing 6-inch water main with approximately 5,160 feet of 8-inch main from Laketon Ave. to Isabella Ave. Replace water services from the main to the meter in the buildings. 50 $4,196,000 $4,196,000 Ave. to Isabella Ave. 11. Future Dale Avenue - Terrace St. Install approximately 2,465 feet of 8-inch main from Terrace St. to Wood St., and from Superior St. to Getty St. Install approximately 2,425 feet of 12-inch main from the transmission 29 $3,204,000 $3,747,000 to Getty St. main on Wood St. to Superior St., and on Superior St. from Dale Ave. to Forest Ave. Replace water services from the main to the meter in the buildings. 12. Future Catherine Avenue - Wood Replace existing 6-inch water main with approximately 2,900 feet of 8-inch main from Getty St. to Wood St. Replace water services from the main to the meter in the buildings. 60 $2,278,000 $2,560,000 St. to Getty St. 13. FY24 9th Street - Keating Ave. Replace existing 6-inch dead end water main with 510 ft of 6-inch main on 9th St. from Keating Ave. to Shelby St. Complete the loop by connecting to the transmission main in Keating 10 $336,000 $336,000 to Shelby St. Avenue. Replace water services from the main to the meter in the buildings 14. FY24 Water Filtration Plant Replace raw water low lift station intake screens. Repair roof sections 6, 7 and 8. 0 $1,885,000 $1,885,000 Improvements 15. FY24 Nims Tank Coating Recoat the exterior of Nims Tank. 0 $390,000 $390,000 16. FY24 FY24 Water Service Replace approximately 870 galvanized/lead water services at various locations throughout the City to be determined after funding is obtained. 870 $10,000,000 $10,000,000 Replacements 17. Future Future Water Service Replace an average of 450 galvanized/lead water services per year at various locations throughout the City to be determined after funding is obtained. 3669 $46,412,000 $46,412,000 Replacements *The City has also applied for CWSRF funding for sanitary sewer gravity sewer replacement within the project area. Sanitary sewer improvement costs are not included in the DWSRF eligible cost estimates shown above. Total FY24 Cost: $26,084,000 $31,054,000 Total Future Cost: $73,966,500 $94,872,000 \\grfileserver\Shared\2023\2230379 City of Muskegon\REP\Est 2023-05 DWSRF FY24 Projects - Muskegon Horton Elsa Glenwo Fenner Witham ! ? M CITY OF MUSKEGON 12 od 0 MUSKEGON COUNTY, MI e Lak Peterson DRINKING WATER REVOLVING FUND (DWRF) Chadwick r da PROJECT PLAN Ce " Green Creek NORTH MUSKEGON ! ? ! ? EXISTING WATER Mead Elm BOOSTER SYSTEM MAP Weber ak STATION O o FIGURE 1A Bear Lake Buys w Kern 2210211 2180628 Pierce Denver Deer Bear Lake WEST City of Scenic Pennsylvania n lt o ou ills n North M Memorial Laketon M M a Legend il le im Muskegon r dd Fr co u an tt Ly ircle R Township n k li Master Meters C n ! ? ! ? ! Water Storage Tank " Pump Stations ak an Viridi C ih ! ? 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Apple Ada 12 INCH Graham Morningside Barlow 14 INCH Western McLaughlin Calvin 16 INCH N US 31 Graf G:\City of Muskegon GIS\2180628_Existing_Water_System_Figure1B_East.mxd - PN\EJD - 2/4/2019 4:14:35 PM H il Francis l Center Oaklea West Burke East Langeland 18 INCH Eastwood Lo Kent Madison Ni uis Irwin Vine Pine Wood m s Bush 20 INCH Frost S US 31 Nims Tank Oak Park Violet 1.0 MG Kregel 24 INCH Forest ! Dale 30 INCH and Above New Larch ! Evanston Turner Tank 0.5 MG Water Main Outside of the City Dowd Laketon Smith Manz Temple Park Glade tria l Municipal Boundaries Roberts Barbara Port City Rouse Indus ! ? " ! ? ! ? KEATING Keating Parslow ! ? BOOSTER Ev a Woodward nst STATION on ! ? I Hoyt ! ? ! Stein Seaway Vincent Barclay Barney "! ? Sheridan ! ? 8th Debaker Ivory HARVEY RESERVOIR Feet AND BOOSTER 0 750 1,500 3,000 Peck 9th 7th 6th STATION 5 MG Mercy Henry Olthoff Baker Harris Sherman 5th Mus Ray ! ? k etaw a ! ? R Bear AN D DR MID O DIM LEONARD AVE LANGLEY ST RUD Lake City of MARQUETTE AVE CLE E AV CITY OF MUSKEGON T MARSHALL ST AK NS E AV CI R ON DR North ON SO ST DR KS MUSKEGON COUNTY, MI LN JAC VE FULT DUCE Y A INE ICK IUS ON DWSRF PROJECT PLAN ST Muskegon YL MCLAREN ST SELECTED WATER SYSTEM ER ST TAV ABBEY ST ALVA ST MARY ST City of BA KS MULDER ST SK WA AGNES ST OC YU C IMPROVEMENTS JA TA VIRID SUMNER AVE Muskegon BE H I OT AC AN AR WESLEY AVE H FIGURE 2 R BOU D ST P O INT DR RE NE R TO MAY 2023 Project 9: ET LS RD ON Ryerson Creek WN Orchard T RS ST C IR 2230379 E CE Muskegon Lake E Avenue AT TERRA MU EDGEW DR RP E OAK AVE AV SP NE HY CE S RI RI ELI ST DA LEGEND Muskegon LakeX AVE OR PIN NG OR ORCHARD AVE R M E CO ST ST SH WIL EMERALD ST ST DWSRF Projects VE AMITY AVE 1S FORK ST EA STEVENS ST Project 12: SCOTT ST T L E RT ST E AV E MY ALLEN AVE Project 1: Holbrook Avenue JAY ST AV AY AV THOMP S O NA VE ER N CL AV E LT ON Catherine 2N ST Project 2: 6th Street Avenue WA APPLE AVE ER D E W ST ST JEFFERSON ST SO Project 8: MILLARD ST Wood to Getty EB Project 3: 7th Street CHESTNU T ST AM MAPLE ST WILLIAMS ST PH EASTGATE ST W B 3R Iona Avenue E ADA AVE IA AV RO Project 4: Glenside Phase II D ST Project 14: ON SI LA ST City of K EG E AS ISABELLA AVE ES SK AV Project 4: Glenside Phase III WFP Improvements HO KENNETH ST ON T RE MU T VE Muskegon DR US E AV EA Project 4: Glenside Phase IV HOLT ST HO OE WA R E AV E N R LA NA MCLAUGHLIN AVE WOOD ST AV DE ON MO IO Project 4: Glenside Phase V Project 6: E 4T AV LA E 6T FT AV EV RA NE AN H Project 5: Wood Street RK H F RI BE U LL ST Catherine E ST NS I HIL ST BL E ON IN AV R E AV TH A L AV ER ST RT IGAN AVE AV O CA E CH AR N E Project 6: Catherine Avenue M Avenue OMICH M O E S S AV TH ST MA 7T ST RE G E N TRY CLUB DR AV UR H Project 15: N Project 7: Jefferson Street Irwin to Wood A RO ST WB Lake Michigan EVA ST ST WASHINGTON AVE TA NS Nims Tank Coating IRWIN AVE A TO C NA VE Project 8: Iona Avenue Project 3: B O LTW O BEIDLER ST NI J:\GIS_Client\Mskgn-GD\Mskgn-GD\2230379_FY24 DWSRF Project Plan\2230379_Figure 2_Water System Improvements.mxd - PN\EJD - 5/5/2023 8:28:05 AM ST Project 2: Project 9: Orchard Avenue GRAND AVE M TERRACE ST S FRANKLINUST 7th Street U CLINTON ST ST A RN 6th Street CO Project 10: Madison Street KINGSLEY ST HA SOUTHERN AVE OD JIROCH ST FLEMING AVE Project 5: DR GETTY ST Project 11: Dale Avenue DAVIS ST Wood EMERSON AVE 5TH ST IRELAND AVE FOREST AVE Project 12: Catherine Avenue Street MESSLER ST HUIZENGA ST DIVISION ST DR Project 13: 9th Street Project 7: RUDDIMAN ST MCGRAFT ST E RE AV DALE AVE HO Project 14: WFP Improvements Jefferson ER ES LM K Street Project 15: Nims Tank Coating SEAWAY DR LA PA SANFORD ST E AV LARCH AVE SMITH ST AURORA AVE Y SUP ERIOR S T ER Project 11: ELWOOD ST TURNER AVE E M LAKETON AVE NOTE: THE LOCATIONS OF THE WATER SERVICE AV GO PECK ST COMMERCE ST Dale Avenue T LA ON NEVADA ST ALPHA AVE REPLACEMENT PROJECTS (16 & 17) WILL BE NO M Project 10: N WINDSOR AVE WITHIN THE CITY SERVICE AREA AND DETERMINED Madison Street AFTER FUNDING IS OBTAINED. A DDI BARCLAY ST HOLBROOK AVE MADISON ST TOR SON ST ESTES ST BOURDON ST YOUNG AVE Project 1: REN HOYT ST Project 13: AVE PARSLOW DR Holbrook HENRY ST ON T KEATING AV E RIS ST HAR EEK AVE 9th Street Avenue MA FAIR AVE DCR WILSON AVE OO AVE NN ER W LOW DR WIL M MIN DOWD ST CG Project 4: ST DELANO AVE Project 4: CROWLEY ST HUDSON ST City of AVE RA KINSEY ST N MANN AVE RTO FT MO Glenside Glenside PA Muskegon AVE CONTINENTAL ST RK Phase II G HACKLEY AVE Phase IV DIN RAY ST JARMAN ST STEIN ST R HAR MAFFETT ST AUSTIN ST VALLEY ST D KANITZ ST WAALKES ST DYSON ST MO Heights VINCENT DR GLEN AVE ON LEMUEL ST G ST S RE D GETT ST RIDG T EN PA R K WESTW OOD CRO E BARNEY AVE AV W O CUMBERLAND ST DR ZI O MCILWRAITH ST MANZ ST ER E D PARK ST RIORDAN ST GLADE ST 8TH ST REYNOLDS ST LEXINGTON AVE LEAHY ST PULAS KI AVE ST HOWDEN ST AV BEARDSLEY AVE IVORY AVE O BAKER ST E BL HOVEY AVE PHILO AVE RANDOLPH AVE Project 4: Muskegon k HOWELL AVE LETART AVE WINCHESTE R D R an C re e Project 4: Glenside Township u d di m HUME AVE I MONTAGUE AVE MCC RACKEN ST R Glenside Phase V ! WICKHAM DR BELLEVUE RD Phase III City of City of SHERMAN BLVD GLENSIDE BLVD tle k Lit Cree Norton Roosevelt TEMPLE ST 9TH ST BUNDT DR ck Feet Bla MANOR DR Shores Park 0 650 1,300 2,600 MANAHAN AVE MAIN AV E Agenda Item Review Form Muskegon City Commission Commission Meeting Date: May 9, 2023 Title: Illegal Entry into a Motor Vehicle Submitted By: Director Timothy E Kozal Department: Public Safety Brief Summary: Proposal of an ordinance to prohibit illegal entry into a motor vehicle. Detailed Summary & Background: Currently local and state law makes it unlawful for any person to enter a motor vehicle and steal an item. To appropriately charge this offense, intent needs to be proven that the defendant intended to steal when entering, or they are caught with the item they removed from the vehicle. There is no law that prohibits anyone from just entering another person’s vehicle. In 2022 MUPD investigated 212 reports of larceny from a motor vehicle. This proposed ordinance makes it illegal for someone to enter another person’s vehicle. This will allow MUPD another tool during our investigations. Amount Requested: NA Amount Budgeted: NA Fund(s) or Account(s): Fund(s) or Account(s): Recommended Motion: To approve the proposed ordinance making it illegal for someone to enter another person’s vehicle. Approvals: Guest(s) Invited / Presenting Immediate Division Head Information Technology Other Division Heads Communication Yes Legal Review No For City Clerk Use Only: Commission Action: CITY OF MUSKEGON MUSKEGON COUNTY, MICHIGAN ORDINANCE NO. ____ THE CITY COMMISSION OF THE CITY OF MUSKEGON HEREBY ORDAINS: 1. Chapter 54, Article II of the Code of Ordinances of the City of Muskegon, Michigan, Section 54-36 is adopted to read as follows: Sec. 54-36 – Illegal Entry into a Motor Vehicle a. It shall be unlawful for any person to enter a motor vehicle unless the person: 1. Is the owner or lessee of the vehicle, or has some other contractual interest in the vehicle that would entitle the person to enter the vehicle; or 2. Is the owner or lessee of the real property upon which the vehicle is located. b. This section shall not apply to: 1. A law enforcement officer acting within the scope of the officer’s duties. 2. A motor vehicle that is lawfully being moved because it is abandoned, inoperable, or improperly parked. 3. An employee or agent of an entity that possesses a valid lien on a motor vehicle and who is expressly authorized by the lien holder to repossess the motor vehicle based upon the failure of the owner or lessee of the motor vehicle to abide by the terms and conditions of the loan or lease agreement. 4. An individual who has permission to enter from an owner, a lessee, or an authorized operator of the motor vehicle, or the owner or lessee of the real property upon which the vehicle is located. c. As used in this section: ENTER – Includes, but is not limited to, opening a door, trunk or hood of a vehicle, or inserting any part of one’s body, or any object connected with the body, into a vehicle, which act shall include breaking the plane of an opened door, window, trunk or engine area. MOTOR VEHICLE or VEHICLE – Any vehicle that falls within the definition of “motor vehicle” in the state’s Michigan Vehicle Code. d. Any person convicted of a violation of this section shall be guilty of a misdemeanor punishable by imprisonment in the county jail for not more than 90 days or by a fine of not more than $500. 2. This Ordinance is to become effective ten (10) days after adoption. C:\PROGRAM FILES\ESCRIBE\TEMP\1111194830\1111194830,,,10B_1567160-ILLEGAL ENTRY IN TO MOTOR VEHI.DOCX Ayes: Nays: First Reading: Second Reading: CITY OF MUSKEGON By: ________________________________ Ann Marie Meisch, MMC - City Clerk CERTIFICATE The undersigned, being the duly qualified Clerk of the City of Muskegon, Muskegon County, Michigan, does hereby certify that the foregoing is a true and complete copy of an ordinance adopted by the City Commission of the City of Muskegon, at a regular meeting of the City Commission on the ____ day of _______________, 2023, at which meeting a quorum was present and remained throughout, and that the meeting was conducted and public notice was given pursuant to and in full compliance with Act No. 267, Public Acts of Michigan of 1976, as amended, and that minutes were kept and will be or have been made available as required thereby. Date:_______________________, 2023 ________________________________ Ann Marie Meisch, MMC City Clerk Publish: Notice of Adoption to be published once within ten (10) days of final adoption. C:\PROGRAM FILES\ESCRIBE\TEMP\1111194830\1111194830,,,10B_1567160-ILLEGAL ENTRY IN TO MOTOR VEHI.DOCX CITY OF MUSKEGON NOTICE OF ADOPTION TO: ALL PERSONS INTERESTED Please take notice that on ___________________, 2023, the City Commission of the City of Muskegon adopted Chapter 54, Article II, Sections 54-36, summarized as follows: 1. TO BE COMPLETED LATER Copies of the ordinance may be viewed and purchased at a reasonable cost at the Office of the City Clerk in the City Hall, 933 Terrace Street, Muskegon, Michigan, during regular business hours. This ordinance amendment is effective ten (10) days from the date of this publication. Published: _________________, 2023 CITY OF MUSKEGON By________________________ Ann Marie Meisch, MMC City Clerk ------------------------------------------------------------------------------------------------------------ PUBLISH ONCE WITHIN TEN (10) DAYS OF FINAL PASSAGE C:\PROGRAM FILES\ESCRIBE\TEMP\1111194830\1111194830,,,10B_1567160-ILLEGAL ENTRY IN TO MOTOR VEHI.DOCX Agenda Item Review Form Muskegon City Commission Commission Meeting Date: May 23, 2023 Title: Lakeshore Art Festival Grant Submitted By: Ann Meisch Department: City Clerk Brief Summary: The City of Muskegon is in the process of pursuing a grant from the Michigan Arts and Culture Council Grant (MACC) in the amount of $25,000 to support the 2024 Lakeshore Art Festival. Grant funds will support artists’ fees (performers and artists), art supplies for the interactive art activities, and marketing efforts to attract a diverse audience. Per the grant requirements, the funds will be matched 1:1 from the Festival budget through sponsorship dollars. Detailed Summary & Background: Goal/Focus Area/Action Item Addressed: Action item 2022-1.4 Proceed with events and activities. Amount Requested: N/A Amount Budgeted: N/A Fund(s) or Account(s): Fund(s) or Account(s): Recommended Motion: To authorize staff to apply for the MACC grant in the amount of $25,000. Approvals: Guest(s) Invited / Presenting Immediate Division Head Information Technology Other Division Heads Communication Yes No Legal Review For City Clerk Use Only: Commission Action: Agenda Item Review Form Muskegon City Commission Title: Public Hearing - Request for an Industrial Commission Meeting Date: 5-23-23 Facilities Exemption Certificate – Pacific Floorcare, 2259 S Sheridan Dr. Submitted By: Contessa Alexander Department: Planning & Economic Development Brief Summary: Pacific Floorcare has requested an Industrial Facilities Tax Exemption Certificate. The company will be making an investment of $2,570,524 in real property improvements and plans on creating up to 17 jobs as part of the overall project, qualifying them for a 12-year abatement. Detailed Summary: Pacific Floor Care is a manufacturing facility providing quality, and innovative floor care equipment. Pacific Floorcare will begin construction for an expansion this month. The expansion will add an additional 36,000 sq ft to the property on 2259 South Sheridan Drive. The new combined building will be 72,000 sq ft of commercial office and manufacturing space. The new facility will provide for additional rotational molding equipment and new production lines in support of new product launches. The new building will also include a 2,100 sq ft customer training center. The total investment for this project is $2,570,524 in real property. This project will create 17 new jobs, add additional space for lines, warehousing, products and training. Staff Comments: There is an established Industrial Development District on this site from July 26,1983 that encompasses the Port City Industrial Park and is included in the agenda packet. The IFT committee reviewed the applicant's project on May 9, 2023 and based on their findings and calculations, the committee suggests approval of the attached resolution for a term of 12 years for real property. The business has turned in all of the necessary documents and application fee. Amount Requested: $0 Amount Budgeted: $0 Fund(s) or Account(s): N/A Fund(s) or Account(s): N/A Recommended Motion: To close the public hearing and approve the resolution granting an Industrial Facilities Exemption Certificate for a term of 12 years for real property to Pacific Floor Care. Check if the following Departments need to approve the item first: Police Dept. Fire Dept. IT Dept. For City Clerk Use Only: Commission Action: Resolution No. _______ MUSKEGON CITY COMMISSION RESOLUTION APPROVING APPLICATION FOR ISSUANCE OF INDUSTRIAL FACILITIES EXEMPTION CERTIFICATE Pacific Floorcare WHEREAS, pursuant to P.A. 198 of 1974 as amended, after duly noticed pubic hearing held on May 23 2023 this Commission by resolution established an Industrial Development District as requested by Pacific Floorcare, 2259 South Sheridan Drive. Muskegon, Michigan 49441; and WHEREAS, Pacific Floorcare has filed an application for the issuance of an Industrial Facilities Tax Exemption Certificate with respect to a building expansion and new machinery and equipment to be installed within said Industrial Development District ; and WHEREAS, before acting on said application the Muskegon City Commission held a public hearing on May 23, 2023 at the Muskegon City Hall in Muskegon, Michigan at 5:30 p.m. at which hearing the applicant, the assessor and representatives of the affected taxing units were given written notice and were afforded an opportunity to be heard on said application; and WHEREAS, the installation of machinery and equipment is calculated to and will have the reasonable likelihood to retain, create, or prevent the loss of employment in Muskegon, Michigan; and WHEREAS, the aggregate SEV of real property exempt from ad valorem taxes within the City of Muskegon, will not exceed 5% of an amount equal to the sum of the SEV of the unit, plus the SEV of personal and real property thus exempted. NOW, THEREFORE, BE IT RESOLVED by the Muskegon City Commission of the City of Muskegon, Michigan that: 1) The Muskegon City Commission finds and determines that the Certificate considered together with the aggregate amount of certificates previously granted and currently in force under Act No. 198 of the Public Act of 1974 as amended and Act No. 255 of the Public Acts of 1978 as amended shall not have the effect of substantially impeding the operation of the City of Muskegon or impairing the financial soundness of a taxing unit which levies ad valorem property taxes in the City of Muskegon. 2) The application of Pacific Floorcare, for the issuance of an Industrial Facilities Tax Exemption Certificate with respect to the building expansion and installation of new machinery and equipment on the following described parcel of real property situated within the City of Muskegon to wit: Page 3 CITY OF MUSKEGONREVISED PLAT 1903MUSKEGON VALLEY FURNITURE COMPANCY SUB DIVTHAT PT OF BLK 98 DESC AS BEG AT THE NE COR OF LOT 15 BLK 2 TH S 32D 05M 00S W ALG SLY LN OF SD LOT 110.50 FT TH N 57D 55M 00S W 174 FT TH S 32D 05M 00S W 161 FT TH S 39D 32M 00S W 113.45 FTTH S 50D 09M 32S E 228.02 FTTH S 80D 04M 58S E 202.84 FT TH N 00D 25M 00S W ALG W ROW OF GETTY ST 393.12 FTTH N 57D 55M 00S W ALG THE SLY LN OF LOUIS AVE 15 FT TO THE POBALSO BEG AT THE SLY COR LOT 15 BLK 2 TH N 57D 53N 22S W 174 FT ALG SWLY LN SD SUBDIV FOR POB TH S 32D 31M 15S W 161 FT TH S 39D 19M 14S W 106.32 FT TH N 10D 09M 56S E 297.29 FT TO SWLY LN BLK 2 TH S 57D 53M 22S E 121.86 ALG SWLY LN BLK 2 TO POB 3) The Industrial Facilities Tax Exemption Certificate is issued and shall be and remain in force and effect for a period of twelve (12) years on real property. Adopted this 23 Day of May 2023 Ayes: Nays: Absent: BY: ________________________________ Ken Johnson Mayor ATTEST: ___________________________ Ann Meisch, MMC Clerk CERTIFICATION I hereby certify that the foregoing constitutes a true and complete copy of a resolution adopted by the Muskegon City Commission, County of Muskegon, Michigan, at a regular meeting held on May 23, 2023. ______________________________ Ann Meisch, MMC Clerk Page 4 Michigan Department of Treasury 1012 (Rev. 09-22), Page 1 of 4 Application for Industrial Facilities Tax Exemption Certificate Issued under authority of Public Act 198 of 1974, as amended. Filing Is mandatory. INSTRUCTIONS: File the completed application and the required attachments with the clerk of the local government unit. If you have any questions regarding the completion of this form, call 517-335-7491. To be completed by Clerk of Local Government Unit Signature of Clerk I► Date Received by Local Unit STC Use Only ► Application Number I ► Date Received by STC APPLICANT INFORMATION All boxes must be completed. ► 1a. Company Name (Applicant must be the occupanUoperator of the facility) ► 1b. Standard Industrial Classification (SIC) Code- Sec. 2(10) (4 or 6 Digit Code) Pacific Floorcare 358902 ► 1c. Facility Address (City, State, ZIP Code) (real and/or personal property location) ► 1d. City/TownshipNillage (indicate which) ► 1e. County a 2259 S Sheridan Dr., Muskegon, Ml 49442 ► 2. Type of Approval Requested N= (S~. 2(5)) Speculative Building (Sec. 3(8)) Research and Development (Sec. 2(10)) B D T,aasf& Muskegon ► 3a. School District where facility is located Orchard View Schools Rehabilitation (Sec. 3(6)) 4. Amount of years requested for exemption (1-12 Years) Increase/Amendment 12 Muskegon ► 3b. School Code 61190 5. Per section 5, the application shall contain or be accompanied by a general description of the facility and a general description of the ~reposed use of the facility, the general nature and extent of the restoration, replacement, or construction to be undertaken, a descriptive list of the equipment that will be part o the facility. Attach additional page(s) if more room is needed. The construction project will create a new 36,000 sq ft facility on the west end of the existing building. The new combined building will be 72,000 sq ft of commercial office and manufacturing space. The new facility will provide for additional rotational molding equipment and new production lines in support of our new product launches. The new building will also include a 2,100 sq ft customer training center. 6a. Cost of land and building Improvements (excluding cost of land) ........................................................................... ► 2,570,524 • Attach list of Improvements and associated costs. Real Property Costs • Also attach a copy of building permit If project has already begun. 6b. Cost of machinery, equipment, furniture and fixtures ................................................................................................ ► 0 • Attach Itemized listing with month, day and year of beginning of installation, plus total Personal Property Costs 6c. Total Project Costs ......................................................................................................................................................... ► 2,570,524 • Round Costs to Nearest Dollar Total of Real & Personal Costs ?. Indicate the time schedule for start and finish of construction and equipment installation. Projects must be completed within a two year period of the effective date of the certificate unless otherwise approved by the STC. Begin Date {M/D/Yl End Date {M/D/Yl 05/15/2023 01/15/2024 Real Property Improvements ► ► [gjowned 0Leased Personal Property Improvements ► ► lg] Owned D Leased ► 8. Are State Education Taxes reduced or abated by the Michigan Economic Development Corporation (MEDC)? If yes, applicant must attach a signed MEDC Letter of Commitment to receive this exemption. Oves IZ]No ► 9. No. of existing jobs at this facility that will be retained as a result of this project. ► 10. No. of new jobs at this facility expected to create within 2 years of completion. 47 17 11. Rehabilitation applications only: Complete a, band c of this section. You must attach the assessor's statement of SEV for the entire plant rehabilitation district and obsolescence statement for property. The Taxable Value (TV) data below must be as of December 31 of the year prior to the rehabilitation. a. TV of Real Property (excluding land) ........................................................................................................................................ b. TV of Personal Property (excluding inventory) .......................................................................................................................... c. Total TV .................................................................................................................................................................................... ► 12a. Check the type of District the facility is located in: lg] Industrial Development District D Plant Rehabilitation District ► 12b. Date district was established by local government unit (contact local unit) ► 12c. Is this application for a speculative building (Sec. 3(8))? 07/26/1983 D Yes [gj No 1012, Page 2 of 4 APPLICANT CERTIFICATION - complete all boxes. The undersigned, authorized officer of the company making this application certifies that, to the best of his/her knowledge, no Information contained herein or in the attachments hereto Is false in any way and that all are truly descriptive of the Industrial property for which this application Is being submitted. It Is further certified that the undersigned Is familiar with the provisions of P.A. 198 of 1974, as amended, being Sections 207.551 to 207.572, Inclusive, of the Michigan Compiled Laws; and to the best of his/her knowledge and belief, (s)he has complied or will be able to comply with all of the requirements thereof which are prerequisite to the approval of the application by the local unit of government and the Issuance of an Industrial Facilities Exemption Certificate by the State Tax Commission. 13a. Preparer Name 13b. Telephone Number 13c. Fax Number 13d. E-mail Address Jeff Oberlin (231) 767-7017 (231) 773-1642 joberlin@pacificfloorcare.c 14a. Name of Contact Person 14b. Telephone Number 14c. Fax Number 14d. E-mail Address Jeff Oberlin (231) 767-7017 (231) 773-1642 joberlin@pacificfloorcare.c ► 15a. Name of Company Officer (No Authorized Agents) Bill Fisher 15b. Signature of Company Officer (No Authorized Agents) 15c. Fax Number 15d. Date ► /1/d~{J JL 15e. Mailing Address (Street, City, State, ZIP Code) (231) 773-1642 15f. Telephone Number 04/25/2023 15g. E-mail Address 2259 S. Sheridan Dr, Muskegon, Ml 49442 (317) 223-6123 bfisher@pacificfloorcare.co LOCAL GOVERNMENT ACTION & CERTIFICATION -complete all boxes. This section must be completed by the clerk of the local governing unit before submitting application to the State Tax Commission. Check Items on file at the Local Unit and those Included with the submittal. ► 16. Action taken by local government unit 16b. The State Tax Commission Requires the following documents be filed for an administratively complete application: 0 Abatement Approved for ___ Yrs Real (1-12), _ _ Yrs Pers (1-12) Check or Indicate N/A If Not Applicable - After Completion Dves 0No D Denied (Include Resolution Denying) -- 1. Original Application plus attachments, and one complete copy 2. Resolution establishing district 16a. Documents Required to be on file with the Local Unit -- 3. Resolution approving/denying application. 4. Letter of Agreement (Signed by local unit and applicant) Check or Indicate NIA If Not Applicable ~ 1. Notice lo tho pobllo p,loc lo hoa,log .,t,bllshlog • dlst,lol. -- 5. Affidavit of Fees (Signed by local unit and applicant) 6. Building Permit for real Improvements If project has already begun 2. Notice to taxing authorities of opportunity for a hearing. 3. List of taxing authorities notified for district and application action. -- 7. Equipment List with dates of beginning of installation 8. Form 3222 (if applicable) 9. Speculative building resolution and affidavits (if applicable) 4. Lease Agreement showing applicants tax liability. 16c. School Code - 17. Name of Local Government Body ► 18. Date of Resolution Approving/Denying this Application Attached hereto Is an original application and all documents listed in 16b. I also certify that all documents listed In 16a are on file at the local unit for inspection at any time, and that any leases show sufficient tax liability. 19a. Signature of Clerk I19b. Name of Clerk I19c. E-mail Address 19d. Clerk's Mailing Address (Street, City, State, ZIP Code) 19e. Telephone Number I 19f. Fax Number State Tax Commission Rule Number 57: Complete applications approved by the local unit and received by the State Tax Commission by October 31 each year will be acted upon by December 31. Applications received after October 31 may be acted upon In the following year. For faster service, email the completed application and additional required documentation to PTE@mlchigan.gov. An additional submission option is to mail the completed application and required documents to: Michigan Department of Treasury State Tax Commission PO Box 30471 Lansing, Ml 48909 ► LUCI Code I ► Begin Date Real I STC USE ONLY ► Begin Date Personal I ► End Date Real I► End Date Personal 1012, Page 3 of 4 Instruction for Completing Form 1012, Industrial Facilities Tax Exemption (/FT) Application The completed original application fonn 1012 and all valorem real and/or personal property tax liability. required attachments, MUST be filed with the clerk The applicant must have real and/or personal property of the local unit of government where the facility is or tax liability to qualify for an IFT abatement on leased will be located. Complete applications must be received property. If applying for a real property tax exemption by the State Tax Commission by October 31 to ensure on leased property, the lease must run the full length processing and certification for the following tax year. oftime the abatement is granted by the local unit of Applications received after the October 31 deadline will government. Tax liability for leased property should be processed as expeditiously as possible. be determined before sending to the STC. Please note that attachments listed on the application in The following infom1ation is required of the local unit number 16a are to be retained by the local unit of of government: [Please note that only items 2, 4, 5, 6, government, and attachments listed in number 16b are & 7 below are forwarded to the State Tax Commission to be included with the application when forwarding to with the application, along with items 2 & 3 from above. the State Tax Commission (STC). The original is required by the STC. The remaining (Before commencement of a project the local unit of items are to be retained at the local unit of government government must establish a district, or the applicant for future reference. (The local unit must verify that must request in writing a district be established, in the school district listed on all IFT applications is order to qualify for an IFT abatement. Applications correct.)] and attachments must be received by the local unit of 1. A copy of the notice to the general public and the government within six months of commencement of certified notice to the property owners concerning the project.) establishment of the district. The following information is required on separate 2. Certified copy of the resolution establishing the documents attached to form 1012 by the applicant Industrial Development District (IDD) or Plant and provided to the local unit of government (city, Rehabilitation District (PRD), which includes township or village). (Providing an accurate school a legal description of the district (see sample). district where the facility is located is vital,): If the district was not established prior to the commencement of construction, the local unit shall 1. Legal description of the real property on which the include a certified copy or date stamped copy of facility is or will be located. Also provide property the written request to establish the district. identification number if available. 3. Copy of the notice and the certified letters to the 2. Personal Property Requirements: Complete list of taxing authorities regarding the hearing to approve new machinery, equipment, furniture and fixtures the application. which will be used in the facility. The list should include description, beginning date of installation 4. Certified copy of the resolution approving the or expected installation by month/day/year, and application. The resolution must include the costs or expected costs (see sample). Detail listing number of years the local unit is granting the of machinery and equipment must match amount abatement and the statement "the granting of the shown on question 6b of the application. Personal Industrial Facilities Exemption Certificate shall property applications must have attached a certified not have the effect of substantially impeding the statement/affidavit as proof of the beginning date of operation of (governmental unit), or impairing the installation (see sample). financial soundness of a taxing unit which levies ad valorem property taxes in (governmental unit - 3. Real Property Requirements: Proof of date the see sample). construction started (groundbreaking). Applicant must include one of the following if the project has 5. Letter of Agreement (signed by the local unit of ah"eady begun; building permit, footings inspection government and the applicant per P.A. 334 of 1993 report, or certified statement/affidavit from contractor (see sample)). indicating exact date of commencement. 6. Affidavit of Fees (signed by the local unit of 4. Complete copy of lease agreement as executed, if government and the applicant), (Bulletin 3, applicable, verifying lessee (applicant) has direct ad January 16, 1998). This statement may be 1012, Page 4 of 4 incorporated into the Letter of Agreement (see sample). 7. Treasury Form 3222 (if applicable - Fiscal Statement for Tax Abatement Request.) The following information is required for rehabilitation applications in addition to the above requirements: 1. A listing of existing machinery, equipment, furniture and fixtures which will be replaced or renovated. This listing should include description, beginning date of installation or expected installation by month/day/ year, and costs or expected costs. 2. A rehabilitation application must include a statement from the Assessor showing the taxable valuation of the plant rehabilitation district, separately stated for real property (EXCLUDING LAND) and personal property. Attach a statement from the assessor indicating the obsolescence of the property being rehabilitated. The following information is required for speculative building applications in addition to the above requirements: 1. A certified copy of the resolution to establish a speculative building. 2. A statement of non-occupancy from the owner and the assessor. Please refer to the following Web site for P.A. 198 of 1974: www.legislature.mi.gov/. For more information and Frequently Asked Questions, visit www.michigan.gov/propertytaxexemptions. Agenda Item Review Form Muskegon City Commission Commission Meeting Date: May 23, 2023 Title: Public Hearing Brownfield Plan Amendment, 3rd Amendment, Adelaide Pointe QOZB, LLC Submitted By: Contessa Alexander Department: Development Services Brief Summary: Approval for Brownfield Plan Amendment, 3rd Amendment for Adelaide Pointe QOZB, LLC (Adelaide Pointe Project) and to consider the attached resolution. Detailed Summary & Background: Adelaide Pointe QOZB, LLC has submitted a Brownfield Plan Amendment (3rd Amendment) for the Adelaide Pointe Project – a 35-acre mixed use waterfront development project including winter boat storage, marina space, In/Out forklift boat storage, commercial/retail, and up to 400 housing units. Plans for this site has begun and will continue through Fall 2030 with a total investment of $92,000,000 (not including property acquisition). The mixed-use waterfront development will create approximately 100 new jobs (retail, office, restaurant, marina) and provide contractor work for hundreds of temporary construction workers. This amendment adds in the eligible environmental and non-environmental activities and property boundaries (1100 West Western Avenue) related to the construction of a Dry Rack storage building on the eastern portion of the new redevelopment area. This caused an increase in total investment by approximately $7,000,000 an increase in taxable value by $2,800,000 and increase in environmental and non-environmental activities equating to approximately $1,900,000. Future amendments to this amended BPA may be pursued for phases four and five of the development. In addition to environmental activities, non-environmental activities will include demolition, lead/asbestos abatement, site preparation and public infrastructure improvements. TIF will be used to reimburse the Developer, for the following eligible activities: · Pre-approved BEA, documentation of due care, asbestos/lead paint survey, and additional due care assessment · Due care activities · Asbestos, lead paint, and mold abatement · Select building and site demolition · Site preparation · Infrastructure improvements (public) · 15% contingency · Brownfield Plan Amendment · Brownfield Plan Amendment Implementation · Interest Staff Comments: Adelaide Pointe Brownfield Plan Amendment Approval Dates: Brownfield Plan Amendment- BRA approval on Oct. 12, 2021 and CC on Oct 26, 2021 1st Amendment to the BPA- BRA approval on Dec. 13, 2022 and CC on Dec. 13, 2023. 2nd Amendment to the BPA- BRA and CC approval on Mar. 14, 2023 3rd Amendment to the BPA- BRA approval on May 9, 2023. Goal/Focus Area/Action Item Addressed: Focus Area: improved access to the waterfront, blight cleanup, progress toward completion of ongoing economic development projects. Amount Requested: N/A Amount Budgeted: N/A Fund(s) or Account(s): N/A Fund(s) or Account(s): N/A Recommended Motion: Motion to close the public hearing and to approve the resolution for the Brownfield Plan Amendment, 3rd Amendment for the Adelaide Pointe Project authorizing the Mayor and City Clerk to sign. Approvals: Guest(s) Invited / Presenting Yes Immediate Division Head Information Technology No Other Division Heads Communication Legal Review For City Clerk Use Only: Commission Action: RESOLUTION APPROVING BROWNFIELD PLAN AMENDMENT, 3RD AMENDMENT, Adelaide Pointe QOZB, LLC (1148-1204 West Western) Adelaide Pointe Project, 3rd Amendment County of Muskegon, Michigan 2023-May 23 Minutes of a Regular Meeting of the City Commission of the City of Muskegon, County of Muskegon, Michigan (the "City"), held in the City Commission Chambers on the 23 day of January, 2023 at 5:30 p.m., prevailing Eastern Time. PRESENT: ABSENT: The following preamble and resolution were offered by ______________ and supported by ______________. WHEREAS, in accordance with the provisions of Act 381, Public Acts of Michigan, 1996, as amended ("Act 381"), the City of Muskegon Brownfield Redevelopment Authority (the "Authority") has prepared and approved a Brownfield Plan Amendment, 3rd Amendment and WHEREAS, the Authority has forwarded the Brownfield Plan Amendment, 3rd Amendment, to the City Commission requesting its approval of the Brownfield Plan Amendment, 3rd Amendment; and NOW, THEREFORE, BE IT RESOLVED THAT: 1. That the Brownfield Plan constitutes a public purpose under Act 381. 2. That the Brownfield Plan meets all the requirements of Section 13(1) of Act 381. 3. That the proposed method of financing the costs of the eligible activities, as identified in the Brownfield Plan and defined in Act 381, is feasible and the Authority has the authority to arrange the financing. 4. That the costs of the eligible activities proposed in the Brownfield Plan are reasonable and necessary to carry out the purposes of Act 381. 5. That the amount of captured taxable value estimated to result from the adoption of the Brownfield Plan is reasonable. 6. That the Brownfield Plan (3rd Amendment) is approved and is effective immediately. 7. That all resolutions or parts of resolutions in conflict herewith shall be and the same are hereby rescinded. Be it Further Resolved that the Mayor and City Clerk are hereby authorized to execute all documents necessary or appropriate to implement the provisions of the Brownfield Plan. AYES: NAYS: ABSENT: RESOLUTION DECLARED APPROVED. _____________________________________ Ann Marie Meisch, City Clerk _____________________________________ Kenneth D. Johnson, Mayor I hereby certify that the foregoing is a true and complete copy of a resolution adopted by the City Commission of the City of Muskegon, County of Muskegon, State of Michigan, at a regular meeting held on May 23, 2023 and that said meeting was conducted and public notice of said meeting was given pursuant to and in full compliance with the Open Meetings Act, being Act 267, Public Acts of Michigan, 1976, as amended, and that the minutes of said meetingwere kept and will be or have been made available as required by said Act. ______________________________ Ann Marie Meisch, City Clerk City of Muskegon Brownfield Redevelopment Authority 3rd Amendment to Brownfield Plan Amendment for the Adelaide Pointe Project at 1204 & 1100 West Western Avenue Muskegon, Michigan Initial Brownfield Plan Amendment Approved by the City of Muskegon October 12, 2021 Brownfield Redevelopment Authority Initial Brownfield Plan Amendment Approved by the City of Muskegon Board of Commissioners October 26, 2021 1st Amendment to Brownfield Plan Amendment Approved by the City of December 13, 2022 Muskegon Brownfield Redevelopment Authority 1st Amendment to Brownfield Plan Amendment Approved by the City of December 13, 2022 Muskegon Board of Commissioners 2nd Amendment to Brownfield Plan Amendment Approved by the City of March 14, 2023 Muskegon Brownfield Redevelopment Authority 2nd Amendment to Brownfield Plan Amendment Approved by the City of March 14,2023 Muskegon Board of Commissioners Prepared with the assistance of: Fishbeck 1515 Arboretum Drive SE Grand Rapids, Michigan 49546 616-464-3876 Table of Contents Fishbeck | Page ii 1.0 Introduction ...................................................................................................................................................1 1.1 Proposed Redevelopment and Future Use for the Eligible Property ................................................1 1.2 Eligible Property Information ............................................................................................................2 2.0 Information Required by Section 13(2) of the Statute ...................................................................................2 2.1 Description of Costs to Be Paid for With Tax Increment Revenues ..................................................2 2.2 Summary of Eligible Activities ...........................................................................................................4 2.3 Estimate of Captured Taxable Value and Tax Increment Revenues ..................................................5 2.4 Maximum Amount of Note or Bonded Indebtedness .......................................................................5 2.5 Duration of Brownfield Plan..............................................................................................................5 2.6 Estimated Impact of Tax Increment Financing on Revenues of Taxing Jurisdiction ..........................5 2.7 Legal Description, Property Map, Statement of Qualifying Characteristics and Personal Property..5 2.8 Estimates of Residents and Displacement of Individuals/Families....................................................5 2.9 Plan for Relocation of Displaced Persons..........................................................................................6 2.10 Provisions for Relocation Costs .........................................................................................................6 2.11 Strategy for Compliance with Michigan’s Relocation Assistance Law...............................................6 2.12 Other Material that the Authority or Governing Body Considers Pertinent .....................................6 List of Figures Figure 1 – Location Map Figure 2 – Site Layout Map Figure 3- Soil Sample Exceedance Map Figure 4- Groundwater Sample Exceedance Map Figure 5- Soil Sample Exceedance Map (Development Overlay) Figure 6- Groundwater Sample Exceedance Map (Development Overlay) Figure 7- Development Map List of Tables Table 1 – Tax Increment Revenue Capture Table 2 – Tax Increment Revenue Reimbursement Allocation List of Attachments Attachment A Resolution(s) Attachment B Conceptual Renderings Attachment C Environmental Data Tables and Exceedance Map Attachment D Reimbursement Agreement May 4, 2023 Fishbeck | Page 1 1.0 Introduction The City of Muskegon Brownfield Redevelopment Authority (the “Authority” or MBRA) was established by the City of Muskegon pursuant to the Brownfield Redevelopment Financing Act, Michigan Public Act 381 of 1996, as amended (“Act 381”). The primary purpose of Act 381 is to encourage the redevelopment of eligible property by providing economic development incentives through tax increment financing for certain eligible properties. On October 26, 2021, the City of Muskegon (the “City”) approved a Brownfield Plan Amendment (BPA) to incorporate 1148, 1204 and 1100 West Western Avenue (“Eligible Property”, “Site”, or “Property”) into the City’s existing Brownfield Plan. The BPA detailed redevelopment plans for a five-phase redevelopment at the Eligible Property, including eligible activity costs and related reimbursement through local-only tax increment financing. The 1st Amendment to the BPA was prepared to add state school tax capture for reimbursement of costs related to Michigan Strategic Fund (MSF) eligible activities during the first three immediate phases of redevelopment. This 2nd Amendment to the BPA has been prepared to reflect changes relating to Developer and City-led completion of eligible activities. Previous versions of this Brownfield Plan included eligible activities that would be completed by both the Developer and City. This 2nd Amendment to the BPA documents that all previously approved eligible activities will now be performed by the Developer. Reimbursement of eligible activity costs incurred by the Developer will conform to the provisions of this 2nd Amendment to the BPA and related agreements between the Developer and City (e.g., Development and Reimbursement Agreement). This 2nd Amendment to the BPA does not alter the type or cost of previously approved eligible activities. This 3rd Amendment to the BPA has been prepared to add in the eligible environmental and non-environmental activities and property boundaries (1100 West Western Avenue) related to the construction of a Dry Rack storage building on the eastern portion of the new redevelopment area. This 3rd Amendment includes an increase in investment by approximately $7,000,000 an increase in taxable value by $2,800,000 and increase in environmental and non-environmental activities equating to approximately $1,900,000. Future amendments to this amended BPA may be pursued for phases four and five of the development. See Attachment A for copies of amended BPA resolutions. 1.1 Proposed Redevelopment and Future Use for the Eligible Property The Developer, Adelaide Pointe QOZB, LLC, is proposing to redevelop a former industrial site located at 1100 and 1204 West Western Avenue (1148 & 1204 West Western Avenue are now combined), Muskegon, Michigan. Figures 1 and 2 depict the Eligible Property location and layout. Redevelopment consists of five phases that are anticipated to be completed by 2030. Phases one through three are the focus of this amended BPA. Development phasing is described below: Development Phase Anticipated/Actual Desired/Actual Start Date Completion Date Phase I – Revitalize existing buildings for boat Spring/Summer Spring 2022 storage 2021 Phase II – Construction of marina, mixed-use Spring 2023 Fall/Winter 2024 building, boater services building, and dry rack storage building* Z:\2020\201515\WORK\REPT\BROWNFIELD PLAN AMENDMENT\2023 3RD AMENDMENT\ADELAIDE POINTE_FINAL_3RD AMENDMENT, BROWNFIELD PLAN AMENDMENT_REV 5423.DOCX May 4, 2023 Fishbeck | Page 2 Phase III – Construction of 55-unit residential condo Spring 2023 Fall/Winter 2024 building* Phase IV – Construction of hotel and 50 boat Spring 2024 Fall 2027 storage units and warehouse Phase V – Construction of residential condos Spring 2025 Fall 2030 Phases one through three include revitalizing the existing site structures for boat storage, business offices, and lease space (approx. 218,000 sf); creation of a new 172 slip marina and construction of a new three-story, mixed- use building with ground level retail and office space (approximately 14,700 gross sf), a second-floor restaurant (approximately 3,700 sf), and third floor deck area (approx. 3,700 sf) (the “Project”). The Project will also create an approximately 4,300 sf boater services, a 55 unit 4-story (90,000 gross sf) residential condo building and a 66,000 square foot dry boat storage building. The Project will create a walkable community that incorporates public access to waterfront activities (e.g., swimming, fishing, boating), inviting greenspace areas, and transient docking. Sustainable development techniques are proposed throughout the Project, including mass timber construction, solar boardwalks and roof systems, electric vehicle charging stations, low-impact development stormwater management, and integrated parking. Total private investment in Phases one through three, not including property acquisition, is approximately $92,000,000. The mixed-use waterfront development will create approximately 100 new jobs (retail, office, restaurant, marina) and provide contractor work for hundreds of temporary construction workers. In addition to environmental activities, this amendment to the BPA includes non-environmental eligible activities necessary to complete the Project. Non-environmental activities will include demolition, lead/asbestos abatement, site preparation and public infrastructure improvements. Public infrastructure improvements will include upgrades to the public utilities (water main, sanitary sewer, and storm sewer), public roadways, marina and solar docks. Site preparation activities will include specialized foundations, clearing and grubbing, dredging, compaction and sub-base preparation, cut and fill, excavation for unstable material, geotechnical engineering, grading/land balancing, relocation of utilities, temporary erosion controls, temporary site control, surveying and staking, architectural and engineering costs and mass grading. 1.2 Eligible Property Information The 35-acre Property is located at the west end of West Western Avenue on the south shore of Muskegon Lake. Since the late 1800s, the Property has been utilized for industrial purposes, primarily a lumberyard followed by foundry operations. Based on a recent Phase II Environmental Site Assessment (ESA), completed in December 2020, these past industrial uses have resulted in widespread contamination across the Property. Known contaminants in the soil with concentrations exceeding Michigan Department of Environment, Great Lakes, and Energy (EGLE) Part 201 Generic Residential Cleanup Criteria (GRCC) include tetrachloroethylene (PCE), arsenic, cadmium, chromium (total), copper, mercury, selenium, silver and zinc. Groundwater contaminants with concentrations identified above Part 201 GRCC consist of benzene, 2-methylnaphthalene, naphthalene, cadmium, chromium (total), copper, lead, mercury, and zinc. The Developer is not a liable party and completed a Baseline Environmental Assessment (BEA) in accordance with Part 201 of the Natural Resources and Environmental Protect Act, 1995 PA 451, as amended (NREPA). Given the known contamination, the Property is a “facility” pursuant to Part 201 of NREPA. As such, it is considered an “eligible property” as defined by the Michigan Redevelopment Financing Act, Act 381 of 1996. Z:\2020\201515\WORK\REPT\BROWNFIELD PLAN AMENDMENT\2023 3RD AMENDMENT\ADELAIDE POINTE_FINAL_3RD AMENDMENT, BROWNFIELD PLAN AMENDMENT_REV 5423.DOCX May 4, 2023 Fishbeck | Page 3 The location and layout of the Property are depicted in Figures 1 and 2. Environmental data tables and an exceedance map are provided in Attachment C. 2.0 Information Required by Section 13(2) of the Statute 2.1 Description of Costs to Be Paid for With Tax Increment Revenues Tax increment revenues will be used to reimburse the Developer, for the following eligible activities. • Pre-approved BEA, documentation of due care, asbestos/lead paint survey, and additional due care assessment • Due care activities • Asbestos, lead paint, and mold abatement • Select building and site demolition • Site preparation • Infrastructure improvements (public) • 15% contingency • Brownfield Plan Amendment • Brownfield Plan Amendment Implementation • Interest The table below provides an eligible activity cost summary for the Project. Summary of Eligible Activity Costs- Developer EGLE EGLE Eligible Activities Estimated Cost Department Specific Activities Pre-Approved Sub-Total $435,000 BEA activities $102,000 Documentation of due care $48,000 Hazardous materials survey (e.g., asbestos, lead paint, etc.) $20,000 Due care assessment $265,000 EGLE Eligible Activities Total Costs $435,000 Interest (5%) $21,750 EGLE Eligible Costs Sub-Total $456,750 Z:\2020\201515\WORK\REPT\BROWNFIELD PLAN AMENDMENT\2023 3RD AMENDMENT\ADELAIDE POINTE_FINAL_3RD AMENDMENT, BROWNFIELD PLAN AMENDMENT_REV 5423.DOCX May 4, 2023 Fishbeck | Page 4 Summary of Eligible Activity Costs - Developer MSF Estimated Redevelopment Developer MSF Eligible Activities Total Cost Completion Phase Related Cost Schedule to Activity Public Infrastructure Improvements Sub-Total $14,843,620 $14,843,620 Public Parks (Linear Park, East Peninsula Park, $2,000,000 $2,000,000 2023-2024 Phase II & III Commuter Bike Path) Public Shopper Dock and Public Transient Dock $1,300,000 $1,300,000 2023-2024 Phase II Marina Basin- (breakwater system/public $4,300,000 $4,300,000 2023-2024 Phase II access path) Solar Powered Docks $500,000 $500,000 2023-2024 Phase II Public Roadways $4,000,000 $4,000,000 2023-2024 Phase II West Western Avenue Reconfiguration- $1,023,620 $1,023,620 2023-2024 Phase II Roadway Water Main $850,000 $850,000 2023-2024 Phase II Sanitary Sewer $600,000 $600,000 2023-2024 Phase II Storm Sewer $270,000 $270,000 2023-2024 Phase II Site Preparation Sub-Total $6,750,000 $6,750,000 Specialized Foundations $905,000 $905,000 2023-2024 Phase II-V Clearing and Grubbing $300,000 $300,000 2023-2024 Phase II & III Dredging $800,000 $800,000 2023-2024 Phase II & III Compaction and Sub-Base Preparation $350,000 $350,000 2023-2024 Phase II & III Cut and Fill $300,000 $300,000 2023-2024 Phase II Excavation for Unstable Material $70,000 $70,000 2023-2024 Phase II & III Fill $850,000 $850,000 2023-2024 Phase II & III Geotechnical Engineering $180,000 $180,000 2023-2024 Phase I, II & III Grading/Land Balancing $1,550,000 $1,550,000 2023-2024 Phase II & III Z:\2020\201515\WORK\REPT\BROWNFIELD PLAN AMENDMENT\2023 3RD AMENDMENT\ADELAIDE POINTE_FINAL_3RD AMENDMENT, BROWNFIELD PLAN AMENDMENT_REV 5423.DOCX May 4, 2023 Fishbeck | Page 5 Relocation of Active Utilities $350,000 $350,000 2023-2024 Phase II & III Temporary Erosion Controls $110,000 $110,000 2023-2024 Phase II & III Temporary Facility $165,000 $165,000 2023-2024 Phase II & III Temporary Site Control $195,000 $195,000 2023-2024 Phase II & III Surveying and Staking $125,000 $125,000 2023-2024 Phase II & III Architectural/Engineering Costs Related to $500,000 $500,000 2023-2024 Phase II & III Eligible Activities MSF Eligible Activities Sub-Total $21,593,620 $21,593,620 Contingency (15 %) $3,239,043 $3,239,043 Phase II-V Interest (5 %)* $7,715,569 $7,715,569 Phase I-V Brownfield Plan and Work Plan Preparation $10,000 $10,000 Phase I Brownfield Plan and Work Plan $10,000 $10,000 Phase I Implementation MSF Eligible Activities Total Costs $32,568,232 $32,568,232 *Interest collected at a 5% rate and capped at less than $8,000,000 LOCAL ONLY ELIGIBLE ACTIVITIES COST SUMMARY (Developer) Local Only Eligible Activities Estimated Cost Department Specific Activities Due Care Sub-Total $3,250,000 Vapor intrusion mitigation $500,000 Soil capping $1,500,000 Dewatering $250,000 Contaminated Soil/Dredge Materials Removal and Disposal $1,000,000 Local Only Department Specific Activities Total Costs $3,250,000 Non-Environmental Activities Asbestos, Lead based Paint and Mold Abatement $250,000 Z:\2020\201515\WORK\REPT\BROWNFIELD PLAN AMENDMENT\2023 3RD AMENDMENT\ADELAIDE POINTE_FINAL_3RD AMENDMENT, BROWNFIELD PLAN AMENDMENT_REV 5423.DOCX May 4, 2023 Fishbeck | Page 6 Demolition $500,000 Site Preparation (Sub-total) $4,445,000 Specialized Foundations $2,000,000 Clearing and Grubbing $175,000 Compaction and Sub-Base Preparation $10,000 Grading and Land Balancing $200,000 Fill $200,000 Geotechnical Engineering $100,000 Relocation of Active Utilities $150,000 Surveying & Staking $105,000 Soil Erosion and Sedimentation Control $5,000 Architectural/Engineering Costs Related to Eligible Activities $1,500,000 Public Infrastructure (Sub-total) $2,300,000 Solar Powered Docks (public) $500,000 Community Building/Clubhouse and Pool (Public) $1,800,000 Non-Environmental Local Only Eligible Costs $10,745,000 Contingency (15%) $1,611,750 Brownfield Plan/Act 381 Workplan Preparation $10,000 Interest (5%)* $21,203,783 Total EGLE and Non-Environmental Local Only Eligible Costs $33,570,533 *5% Annual interest capture based unreimbursed eligible activities 2.2 Summary of Eligible Activities Eligible activities as defined by Act 381 and included in this amended BPA consist of the following: Pre-Approved Activities: These activities are permitted to occur prior to amended BPA approval. Preparation of a Phase I ESA, BEA and Documentation of Due Care Compliance were necessary to protect the new Property owner/Developer from liability for environmental contamination. A Hazardous Materials Investigation was conducted to evaluate potential asbestos, lead paint, and other hazardous materials, as required by regulatory Z:\2020\201515\WORK\REPT\BROWNFIELD PLAN AMENDMENT\2023 3RD AMENDMENT\ADELAIDE POINTE_FINAL_3RD AMENDMENT, BROWNFIELD PLAN AMENDMENT_REV 5423.DOCX May 4, 2023 Fishbeck | Page 7 agencies prior to select building demolition activities. Due care assessment will be conducted to verify compliance with applicable due care obligations. Pre-approved activities can be reimbursed from state school and local tax increment revenues. Due Care Activities: Due care activities will include implementation of vapor intrusion mitigation systems, as applicable, to prevent unacceptable exposures to potential indoor air inhalation concerns. Soil capping will be completed to protect against direct contact concerns related to known contamination. Contaminated soils/dredge materials which cannot be utilized on the Property will be hauled to an appropriate Type 2 landfill for disposal. During construction activities, dewatering may be necessary. Contaminated groundwater will be properly managed to comply with due care. Due care costs will include environmental oversight and management. Asbestos, Lead Paint, and Mold Abatement: Prior to select building demolition activities, asbestos, lead paint, and mold were abated, as applicable, in accordance with applicable regulatory guidelines. Demolition: Select building and Site demolition will be necessary to facilitate safe redevelopment and reuse of the Property. Site Preparation: Site preparation is expected to include specialized foundations due to unsuitable urban fill material across the Site, clearing and grubbing in preparation for redevelopment, dredging, compaction and sub- base preparation, cut and fill, excavation for unstable material, fill, geotechnical engineering, grading, land balancing, relocation of active utilities, temporary erosion control, temporary facility, temporary site control, surveying, staking, and appropriate associated professional engineering/architectural fees related to the eligible activities. All the site preparation activities are necessary to support the redevelopment. Public Infrastructure Improvements: Public Infrastructure improvements will be made by the Developer in the public right-of-way and on publicly accessible land as outlined in the signed Cooperative Use Agreement between the City of Muskegon and AP dated September 13, 2022. Public infrastructure activities, including public parks (Linear Park, East Peninsula Park and the commuter bike path), public roadways (Adelaide Avenue), West Western Avenue reconstruction, public/transient shopper and dockage and dock slips, new and upgraded water main, sanitary sewer and storm sewer utilities, solar power infrastructure for the public shopper and transient dockage and marina upgrades including the breakwater with public access path. Amended BPA Preparation: This amended BPA was required for authorization of reimbursement to the Developer, as applicable, from tax increment revenues under Public Act 381 of 1996, as amended. Amended BPA Implementation: Tracking, submittal, review of invoices for reimbursement, plan compliance, and data reporting will be conducted. Contingency: A 15% contingency is included for those activities not already completed. Interest: A 5% interest on unreimbursed eligible activities is included. 2.3 Estimate of Captured Taxable Value and Tax Increment Revenues The base year of this amended BPA is 2021, as established in the approved BPA. The 2021 taxable value of the eligible property was $903,810. After completion of the development (Phases one, two and three), the taxable value is estimated at $46,586,000. This amended BPA assumes a 1.0% annual increase in the taxable value of the Eligible Property. Initial capture is anticipated to begin in 2023. The estimated captured taxable value for the redevelopment by year and in aggregate for each taxing jurisdiction is depicted in tabular form (Table 1: Tax Increment Revenue Capture). Actual taxable values and tax increment revenues may vary year to year based on economic and market conditions, tax incentives, building additions, and property improvements, among other factors. Z:\2020\201515\WORK\REPT\BROWNFIELD PLAN AMENDMENT\2023 3RD AMENDMENT\ADELAIDE POINTE_FINAL_3RD AMENDMENT, BROWNFIELD PLAN AMENDMENT_REV 5423.DOCX May 4, 2023 Fishbeck | Page 8 A summary of the estimated reimbursement schedule by year and in aggregate is presented as Table 2: Tax Increment Revenue Reimbursement Allocation. Method of Financing and Description of Advances Made by the Municipality The cost of the eligible activities included in this amended BPA will be paid for by the Developer. The Developer will seek reimbursement for eligible activity costs through capture of available local and state (as applicable) school tax increment revenues as permitted by Act 381. Additionally, as necessary personal property taxes may be utilized as well for reimbursement. Refer to Attachment D for a copy of the Reimbursement Agreement. 2.4 Maximum Amount of Note or Bonded Indebtedness This 3rd Amendment to the BPA does not include a City note or bonded indebtedness. The Developer will be responsible for the cost of eligible activities. 2.5 Duration of Brownfield Plan Capture of tax increment revenues for the Developer reimbursement are anticipated to commence in 2023 and end in 2051. It is projected that the amended BPA will extend 30 years, which assumes five years of additional capture of tax increment revenues for deposit into a Local Brownfield Revolving Fund, if available. 2.6 Estimated Impact of Tax Increment Financing on Revenues of Taxing Jurisdiction The estimated amount of tax increment revenues to be captured for this redevelopment from each taxing jurisdiction by year and in aggregate is presented in Tables 1 and 2. 2.7 Legal Description, Property Map, Statement of Qualifying Characteristics and Personal Property • The legal description is as follows: 1204 W. Western Avenue CITY OF MUSKEGON PART OF SECTION 25 T10N R17W PRT OF BLKS 578-580 DESC AS FOLS COM AT SE COR LOT 4 BLK 577 TH S 88D 15M W ALG SLY LN SD BLK 577 EXTND (ALSO BEING NLY LN WESTERN AVE) 847.15 FT FOR POB TH N 01D 56M 50S W 256.10 FT TH N 31D 37M 35S E 47 FT TH N 55D 15M 15S E 89.20 FT TH N 35D 54M 50S W 127.65 FT TH N 02D 52M 10S W 553 FT TH S 55D 13 M W 243 FT TH N 34D 47M W 330 FT M/L TO SHORE OF MUSKEGON LAKE REFERRED TO AS PT B TH RECOM AT POB TH S 88D 15M W ALG NLY LN WESTERN AVE 18.65 FT TH SWLY ALG SD NLY LN WESTERN AVE ALG ARC OF A 430.61 FT RAD CURVE TO LT 158.33 FT (LC SD CURVE BEARS S 77D 43M 00S W 157.44 FT & CENTRAL ANG SD CURVE IS 21D 04M 00) TO WLY LN NELY 200 FT OF SD BLK 580 TH N 35D 2M 10S W ALG SD WLY LN SD NELY 200 FT DIST 850 FT M/L TO SHORE OF MUSKEGON LAKE REFERRED TO AS PT C TH NWLY SELY & NELY ALG SHORE OF MUSKEGON LAKE 1300 FT M/L FROM SD PT C TO SD PT B EXC THAT PRT OF ABOVE DESC PARCEL THAT LIES WITHIN THE CHESAPEAKE & OHIO RR ROW EXC THAT PART TAKEN BY THE CITY OF MUSKEGON FOR THE LAKESHORE TRAIL BIKE PATH DESC AS THAT PART OF BLKS 578 & 580 DESC AS COM @ SE COR LOT 4 BLK 577 TH S 88D 40M 42S W ALG N ROW LN WESTERN AVE 847.60 FT TH N 01D 31M 57S W 256.10 FT TH N 32D 02M 28S E 47 FT TH N 55D 40M 08S E 89.20 FT TH N 35D 29M 57S W 127.65 FT TH N 02D 27M 17S W 553 FT TH S 55D 37M 53S W 243 FT TH N 34D 22M 07S W 235.92 FT TO POB TH S 50D 44M 04S W 329.75 FT TH S 20D 19M 09S W 96.30 FT TH S 23D 53M 54S E 405.55 Z:\2020\201515\WORK\REPT\BROWNFIELD PLAN AMENDMENT\2023 3RD AMENDMENT\ADELAIDE POINTE_FINAL_3RD AMENDMENT, BROWNFIELD PLAN AMENDMENT_REV 5423.DOCX May 4, 2023 Fishbeck | Page 9 FT TH N 34D 34M 00S W ALG NE LN LAKESHORE YACHT HARBOUR 86.43 FT TH N 23D 53M 54S W 327.11 FT TH N 20D 19M 09S E 107.14 FT TH N 50D 44M 04S E 335.70 FT TH S 33D 32M 57S E 16.08 FT TO POB TAKEN FOR LAKESHORE TRAIL BIKE PATH ACROSS SD PROPERTY AND COM AT SE COR LOT 4 BLK 577 FOR POB TH N 1 DEG 41 MIN W 158.40 FT TH N 76 DEG 43 MIN W 103.55 FT TH NWLY ON THE ARC OF A 492.47 FT RAD CURVE TO THE RT 110.31 FT (LONG CORD BEARS N 70D 18M W 110.07 FT CENTRAL ANGLE IS 12D 50M 00S) TH N 63 DEG 53 MIN W 67 FT TH N 2 DEG 4 MIN W 33.8 FT TO RR R/W TH CON'T N 2 DEG 4 MIN W 367.7 FT TH N 37 DEG W 730 FT TH N 48 DEG W 600 FT M/L TO MUSKEGON LAKE TO A PT A RECOM AT POB TH S 88 DEG 15 MIN W 847.15 FT TH N 1 DEG 56 MIN 50 SEC W 256.1 FT TH N 31 DEG 37 MIN 35 SEC E 47 FT TH N 55 DEG 15 MIN 15 SEC E 89.2 FT TH N 35 DEG 54 MIN 50 SEC W 127.65 FT TH N 2 DEG 52 MIN 10 SEC W 553 FT TH S 55 DEG 13 MIN W 243 FT TH N 34 DEG 47 MIN W 330 FT M/L TO THE SHORE OF MUSKEGON LAKE TO A PT REFERRED TO AS PT B TH WLY ALG SHORE LN 1500 FT M/L TO SD PT A EXC THAT PART LYING WITHIN C&O RR R/W RECORDED IN L 702 P 134 ALSO EXC COM AT SW COR LOT 4 BLK 574 FOR POB TH WLY ALG WESTERN AVE 20.5 FT TO SE COR LOT 5 TH NLY TO SLY LN C&O RR R/W TH SELY ALG SLY LN OF SD R/W TO NW COR LOT 3 BLK 577 TH S ALG W LN LOT 3 TO NE COR LOT 4 TH WLY ALG NLY LN LOT 4 40 FT TO NW COR SD LOT TH SLY ALG W LN TO POB EXC THAT PART OF BLK 578 DESCRIBED AS COM AT THE SE COR OF LOT 4 BLK 577 TH S 88D 40M 42S W ALG N R-O-W LINE OF WESTERN AVE 847.60 FT TH N 01D 31M 57S W 256.10 FT TH N 32 D 02M 28S E 47 FT TH N 55D 40M 08S E 89.20 FT TH N 35D 29M 57S W 127.65 FT TH N 02D 27M 17S W 553 FT TH S 55D 37M 53S W 243 FT TH N 34D 22M 07S W 235.92 FT TO POB TH N 33D 32M 57S W 16.08FT TH N 62D 10M 01S E 211.19 FT TH S 87D 42M 46S E 126.81 FT TH N 71D 39M 34S E 169.45 FT TH S 53D 57M 29S E 104.89 FT TH S 36D 27M 44S E 604.13 FT TH S 01D 31M 44S E 16 FT TH S 38D 27M 16S W 8.34 FT TH N 36D 27M 44S W 610.01FT TH N 53D 57M 29S W 94.21 FT TH S 71D 39M 34S W 164.14 FT TH N 87D 42M 46S W 125.42 FT TH S 62D 10M 01S W 205.29 FT TO POB 1100 W. Western Avenue THOSE PARTS OF BLOCKS 574 AND 575, REVISED PLAT (OF 1903) OF THE CITY OF MUSKEGON, MUSKEGON COUNTY, MICHIGAN, DESCRIBED AS FOLLOWS: COMMENCING AT THE SOUTHEASTERLY CORNER OF BLOCK 574 OF SAID REVISED PLAT (OF 1903) OF THE CITY OF MUSKEGON; THENCE NORTH 84°41'53" WEST 270.27 FEET TO A POINT ON THE NORTHERLY LINE OF WEST WESTERN AVENUE; THENCE CONTINUING ALONG SAID NORTHERLY LINE NORTH 80°29'37" WEST 456.87 FEET; THENCE NORTH 01°57'07" EAST 471.02 FEET; THENCE NORTH 43°04'18" WEST 257.11 FEET TO THE POINT OF BEGINNING; THENCE NORTH 88°04'18" WEST 275.00 FEET; THENCE SOUTH 12°25'12" EAST 226.00 FEET; THENCE SOUTH 39°42'27" WEST 304.72 FEET; THENCE NORTH 72°41'13" WEST 97.57 FEET; THENCE NORTHWESTERLY 203.01 FEET ALONG A NON-TANGENT 792.59 FOOT RADIUS CURVE TO THE RIGHT, THE CHORD OF WHICH BEARS NORTH 63°57'08" WEST 202.45 FEET; THENCE NORTH 01°57'07" EAST 367.17 FEET; THENCE SOUTH 88°04'18" EAST 691.00 FEET; THENCE SOUTH 24°25'42" WEST 17.32 FEET TO THE POINT OF BEGINNING. • The Property layout is depicted on Figure 2. • The Property is considered an “eligible property” as defined by Act 381 because the Property is a facility pursuant to Part 201. Facility verification is included in Attachment C. • New personal property added to the Property is included as part of the Eligible Property to the extent it is taxable. 2.8 Estimates of Residents and Displacement of Individuals/Families No residents or families will be displaced because of the Project. Z:\2020\201515\WORK\REPT\BROWNFIELD PLAN AMENDMENT\2023 3RD AMENDMENT\ADELAIDE POINTE_FINAL_3RD AMENDMENT, BROWNFIELD PLAN AMENDMENT_REV 5423.DOCX May 4, 2023 Fishbeck | Page 10 2.9 Plan for Relocation of Displaced Persons Not applicable. 2.10 Provisions for Relocation Costs Not applicable. 2.11 Strategy for Compliance with Michigan’s Relocation Assistance Law Not applicable. 2.12 Other Material that the Authority or Governing Body Considers Pertinent The Project will significantly improve the Muskegon Lake shoreline through revitalization of Property once used for industrial purposes. Existing structures will be revitalized, and environmental exposure risks mitigated. A new marina with transient boat slips will provide local citizens and tourists with opportunities to access the vibrant Muskegon downtown and other nearby recreational activities. Construction of new boat storage and residential condominiums will expand Muskegon Lake access and increase long-term tax revenues for the City of Muskegon and the State of Michigan. The Development will also create numerous job opportunities for the community. Z:\2020\201515\WORK\REPT\BROWNFIELD PLAN AMENDMENT\2023 3RD AMENDMENT\ADELAIDE POINTE_FINAL_3RD AMENDMENT, BROWNFIELD PLAN AMENDMENT_REV 5423.DOCX Figures VICINITY MAP MICHIGAN CITY OF MUSKEGON _ ^ MUSKEGON COUNTY Hard copy is intended to be 8.5"x11" when plotted. Scale(s) indicated and graphic quality may not be accurate for any other size. 1204 West Western Ave. PLOT INFO: \\corp.ftch.com\AllProjects\2020\201515\CAD\GIS\ProProj\EGLEGrantSubmittal\EGLEGrantSubmittal.aprx Layout: FIG01_Location Map Date: 5/4/2023 8:11 AM User: ahavens Muskegon, Michigan SITE PROJECT NO. 201515 LOCATION MAP Map data © OpenStreetMap contributors, Microsoft, Facebook, Inc. and its affiliates, Esri Community Maps contributors, Map FIGURE NO. 1 FEET layer by Esri NORTH 0 1,000 2,000 ©Copyright 2023 All Rights Reserved LEGEND Approximate Property Boundary Hard copy is intended to be 8.5"x11" when plotted. Scale(s) indicated and graphic quality may not be accurate for any other size. 1204 West Western Ave. PLOT INFO: \\corp.ftch.com\AllProjects\2020\201515\CAD\GIS\ProProj\EGLEGrantSubmittal\EGLEGrantSubmittal.aprx Layout: FIG02_Site Map Date: 5/4/2023 8:11 AM User: ahavens Muskegon, Michigan n S h or e iga ch Mi Mic higa n Sh ore W We ste rn Ave e or Sh PROJECT NO. n Maxar, Microsoft, Esri Community Maps Contributors, © ga 201515 SITE MAP hi OpenStreetMap, Mic higMicrosoft, an Av e Esri, HERE, Garmin, SafeGraph, L a k e sh o re C t ic GeoTechnologies, Inc, METI/NASA, USGS, EPA, NPS, US Census Mi FIGURE chig anNO.Ave M 2 FEET Bureau, USDA NORTH 0 150 300 lin St ©Copyright 2023 All Rights Reserved LEGEND ! ( Sample Points ! H Soil Gas Sample Location ! H Soil Sample Location Approximate Property Boundary Bold values are below Statewide Default Background Level but exceed an applicable criterion or screening level. Hard copy is intended to be 8.5"x11" when plotted. Scale(s) SS-08 (0.5-1.5') indicated and 08/20/21 graphic quality may Chromium, Total 62,000 not be accurate for any other size. Selenium 3,700 SS-09 (0.5-1.5') 08/20/21 SS-10 (0.5-1.5') Selenium 4,400 08/20/21 Chromium, Total 28,000 SB-07(2-3') Selenium 1,300 12/30/20 SB-04 (4-5') APNSB-04 (4.5-6.5') Arsenic 19,000 12/30/20 10/21/22 Cadmium 13,000 Chromium, Total 30,000 Chromium, Total 22,000 Chromium, Total 190,000 Selenium 600 Mercury, Total 940 PLOT INFO: \\corp.ftch.com\AllProjects\2020\201515\CAD\GIS\ProProj\EGLEGrantSubmittal\EGLEGrantSubmittal.aprx Layout: FIG03_Soil Sample Exceedance Map Date: 5/4/2023 8:11 AM User: ahavens 1204 West Western Ave. Copper 430,000 SS-11 (0.5-1.5') Selenium 560 ! H SS-8 08/20/21 Chromium, Total 76,000 SS-07 (0.5-1.5') Selenium 2,700 08/20/21 Selenium 730 ! H SS-10 Muskegon, Michigan SS-06 (0.5-1.5') 08/20/21 SS-13 (0.5-1.5') Chromium, Total 62,000 ! H SS-7 ! H SB-07 ! H SS-9 ! H SB-04 08/20/21 Copper Selenium 98,000 3,600 ! H SS-5 ( ! APNSB/TW-4 ! H SS-11 Arsenic Cadmium 13,000 5,200 SS-12 (0.5-1.5') SS-05 (0.5-1.5') ! H SS-6 SS-02 (0.5-1.5') 08/20/21 Chromium, Total Copper 1,600,000 380,000 08/20/21 APNSB/TW-3 ! ( 08/20/21 Chromium, Total 100,000 Mercury 140 Arsenic 12,000 Selenium 640 ! H SS-12 Selenium <560 Selenium 1,200 Chromium, Total 570,000 Silver 2,900 Copper 400,000 ! H SS-3 SS-2 ! H SS-13 Zinc 1,900,000 Selenium 10,000 ! H SB-06 ! H SS-03 (0.5-1.5') ! H SS-4 ! H SB-03 08/20/21 H SS-1 ! APNSB/TW-2 ! ( SB-03 (3-4') APNSB-03 (1-3') 10/21/22 Chromium, Total 39,000 12/30/20 Selenium 2,600 SS-01 (0.5-1.5') Chromium, Total 27,000 Arsenic 9,100 SB-06 (1-2') ! H SB-05 08/20/21 Selenium 1,100 Chromium, Total 140,000 Chromium, Total 27,000 Copper 77,000 12/30/20 Selenium 640 Mercury, Total 280 Chromium, Total 14,000 ! H SB-02 Selenium 36,000 Selenium 960 Zinc 290,000 SS-04 (0.5-1.5') SG-03 ! H ! H SB-01 APNSB/TW-5 ! ( e ! S h orSG-04 H ga n 08/20/21 i SG-01 ! H ch Chromium, Total 19,000 Selenium 670 SB-05(2-3') Mi SB-02 (4-5') APNSB-02 (6-8') APNSB-05 (4-6') 12/30/20 10/21/22 12/30/20 10/21/22 Cadmium 4,900 Arsenic 5,900 Chromium, Total 50,000 Arsenic 9,100 Chromium, Total 49,000 Cadmium 8,100 Chromium, Total 38,000 Copper 76,000 APNSB/TW-1 ! ( Mic Chromium, Total 24,000 higa Copper 89,000 Selenium 770 Selenium 1,000 n Sh ore SG-02 ! H W We SB-01 (4-5') ste rn Ave APNSB-01 (2-4') 12/30/20 10/21/22 Tetrachloroethene 170 Chromium, Total 20,000 Chromium, Total 6,700 Selenium 1,400 e or SOIL SAMPLE Sh PROJECT NO. n ga 201515 EXCEEDANCE L a k e shMAP hi o re C Esri Community Mic hig anMaps Av Contributors, e © OpenStreetMap, ic t Microsoft, Esri, HERE, Garmin, SafeGraph, GeoTechnologies, Inc, MiFIGURE chi ganNO.Ave M 3 FEET METI/NASA, USGS, EPA, NPS, US Census Bureau, USDA, Maxar NORTH 0 150 300 ©Copyright 2023 All Rights Reserved LEGEND ! ( Sample Points @ A Groundwater Sample Location Approximate Property Boundary J - Estimated value Bold values are below Statewide Default Background Level but exceed an applicable criterion or screening level. Hard copy is intended to be 8.5"x11" when plotted. Scale(s) indicated and graphic quality may not be accurate for any other size. APNTW-04 (9.5-14.5') PLOT INFO: \\corp.ftch.com\AllProjects\2020\201515\CAD\GIS\ProProj\EGLEGrantSubmittal\EGLEGrantSubmittal.aprx Layout: FIG04_Groundwater Sample Exceedance Map Date: 5/4/2023 8:11 AM User: ahavens 10/21/22 2-Methylnaphthalene 28 Naphthalene 12 1204 West Western Ave. Chromium, Total 22 J Copper 60 Lead 88 Mercury, Total 0.31 Zinc 660 TW-03 Muskegon, Michigan 12/30/20 Benzene 9.7 APNSB/TW-4 ! Cadmium 7.2 ( Chromium, Total 33 Copper 150 APNSB/TW-3 ! ( Lead 180 Mercury 0.65 Zinc 190 APNTW-03 (7-12') @ TW-03 A 10/21/22 2-Methylnaphthalene 43 APNSB/TW-2 ! ( Naphthalene 22 Chromium, Total 93 Copper 140 Lead 150 Selenium 5.5 J Silver 6.3 J Zinc 280 APNSB/TW-5 ! ( S h or e i ga n APNTW-02 (6-11') ch 10/21/2022 Mi Naphthalene 57 @ TW-01 A Chromium, Total 47 J APNSB/TW-1 ! ( Mic higa Copper 74 n Sh Lead 200 ore @ TW-02 A W We ste rn Ave e or GROUNDWATER SAMPLEMaxar, Microsoft, Esri Community Maps Contributors, © Sh PROJECT NO. n ga 201515 EXCEEDANCE L a k e shMAP hi o re C OpenStreetMap, Mic higMicrosoft, an Av e Esri, HERE, Garmin, SafeGraph, ic t GeoTechnologies, Inc, METI/NASA, USGS, EPA, NPS, US Census MiFIGURE chig anNO.Ave M 4 FEET Bureau, USDA NORTH 0 150 300 ©Copyright 2023 All Rights Reserved LEGEND ! ( Sample Points ! H Soil Gas Sample Location ! H Soil Sample Location Approximate Property Boundary Bold values are below Statewide Default Background Level but exceed an applicable criterion or screening level. Hard copy is intended to be 8.5"x11" when plotted. Scale(s) SS-08 (0.5-1.5') indicated and 08/20/21 graphic quality may Chromium, Total 62,000 not be accurate for any other size. Selenium 3,700 SS-09 (0.5-1.5') 08/20/21 SS-10 (0.5-1.5') Selenium 4,400 08/20/21 Chromium, Total 28,000 SB-07(2-3') Selenium 1,300 12/30/20 SB-04 (4-5') APNSB-04 (4.5-6.5') Arsenic 19,000 12/30/20 10/21/22 Cadmium 13,000 PLOT INFO: \\corp.ftch.com\AllProjects\2020\201515\CAD\GIS\ProProj\EGLEGrantSubmittal\EGLEGrantSubmittal.aprx Layout: FIG05_Soil Exceedance Development Plan Date: 5/4/2023 8:14 AM User: ahavens Chromium, Total 30,000 Chromium, Total 22,000 Chromium, Total 190,000 Selenium 600 Mercury, Total 940 1204 West Western Ave. Copper 430,000 SS-11 (0.5-1.5') Selenium 560 ! H SS-8 08/20/21 Chromium, Total 76,000 SS-07 (0.5-1.5') Selenium 2,700 08/20/21 Selenium 730 ! H SS-10 Muskegon, Michigan SS-06 (0.5-1.5') 08/20/21 SS-13 (0.5-1.5') Chromium, Total 62,000 ! H SS-7 ! H SB-07 ! H SS-9 ! H SB-04 08/20/21 Copper Selenium 98,000 3,600 ! H SS-5 ( ! APNSB/TW-4 ! H SS-11 Arsenic Cadmium 13,000 5,200 SS-12 (0.5-1.5') SS-05 (0.5-1.5') ! H SS-6 SS-02 (0.5-1.5') 08/20/21 Chromium, Total Copper 1,600,000 380,000 08/20/21 APNSB/TW-3 ! ( 08/20/21 Chromium, Total 100,000 Mercury 140 Arsenic 12,000 Selenium 640 ! H SS-12 Selenium <560 Selenium 1,200 Chromium, Total 570,000 Silver 2,900 Copper 400,000 ! H SS-3 SS-2 ! H SS-13 Zinc 1,900,000 Selenium 10,000 ! H SB-06 ! H SS-03 (0.5-1.5') ! H SS-4 ! H SB-03 08/20/21 H SS-1 ! APNSB/TW-2 ! ( SB-03 (3-4') APNSB-03 (1-3') 10/21/22 Chromium, Total 39,000 12/30/20 Selenium 2,600 Chromium, Total 27,000 Arsenic 9,100 SB-06 (1-2') ! H SB-05 SS-01 (0.5-1.5') 08/20/21 Selenium 1,100 Chromium, Total 140,000 Chromium, Total 27,000 Copper 77,000 12/30/20 Selenium 640 Mercury, Total 280 Chromium, Total 14,000 ! H SB-02 Selenium 36,000 Selenium 960 SS-04 (0.5-1.5') SG-03 ! H ! H SB-01 APNSB/TW-5 ! ( Zinc 290,000 e ! S h orSG-04 H ga n 08/20/21 i SG-01 ! H ch Chromium, Total 19,000 Selenium 670 SB-05(2-3') Mi SB-02 (4-5') APNSB-02 (6-8') APNSB-05 (4-6') 12/30/20 10/21/22 12/30/20 10/21/22 Cadmium 4,900 Arsenic 5,900 Chromium, Total 50,000 Arsenic 9,100 Chromium, Total 49,000 Cadmium 8,100 Chromium, Total 38,000 Copper 76,000 APNSB/TW-1 ! ( Mic Chromium, Total 24,000 higa Copper 89,000 Selenium 770 Selenium 1,000 n Sh ore SG-02 ! H W We SB-01 (4-5') ste rn Ave APNSB-01 (2-4') 12/30/20 10/21/22 Tetrachloroethene 170 Chromium, Total 20,000 Chromium, Total 6,700 Selenium 1,400 e or SOIL EXCEEDANCE Sh PROJECT NO. n Maxar, Microsoft, Esri Community Maps Contributors, © ga 201515 DEVELOPMENT L a k e sh o rePLAN hi OpenStreetMap, Mic higMicrosoft, an Av e Esri, HERE, Garmin, SafeGraph, ic Ct GeoTechnologies, Inc, METI/NASA, USGS, EPA, NPS, US Census MiFIGURE chig anNO.Ave M 5 FEET Bureau, USDA NORTH 0 150 300 lin St ©Copyright 2023 All Rights Reserved LEGEND ! ( Sample Points @ A Groundwater Sample Location Approximate Property Boundary J - Estimated value Bold values are below Statewide Default Background Level but exceed an applicable criterion or screening level. Hard copy is intended to be 8.5"x11" when plotted. Scale(s) indicated and graphic quality may not be accurate for any other size. PLOT INFO: \\corp.ftch.com\AllProjects\2020\201515\CAD\GIS\ProProj\EGLEGrantSubmittal\EGLEGrantSubmittal.aprx Layout: FIG06_Groundwater Exceedance Development Plan Date: 5/4/2023 8:15 AM User: ahavens APNTW-04 (9.5-14.5') 10/21/22 2-Methylnaphthalene 28 Naphthalene 12 1204 West Western Ave. Chromium, Total 22 J Copper 60 Lead 88 Mercury, Total 0.31 Zinc 660 TW-03 Muskegon, Michigan 12/30/20 Benzene 9.7 Cadmium 7.2 APNSB/TW-4 ! ( Chromium, Total 33 Copper 150 APNSB/TW-3 ! Lead 180 ( Mercury 0.65 Zinc 190 APNTW-03 (7-12') @ TW-03 A 10/21/22 2-Methylnaphthalene 43 APNSB/TW-2 ! ( Naphthalene 22 Chromium, Total 93 Copper 140 Lead 150 Selenium 5.5 J Silver 6.3 J Zinc 280 APNSB/TW-5 ! ( n S h or e APNTW-02 (6-11') c higa 10/21/2022 Mi Naphthalene 57 @ TW-01 A Chromium, Total 47 J APNSB/TW-1 ! ( Mic Copper 74 higa n Sh Lead 200 ore @ TW-02 A W We ste rn Ave e or GROUNDWATER EXCEEDANCE Sh PROJECT NO. n ga 201515 DEVELOPMENT PLAN Esri Community Maps AvContributors, © OpenStreetMap, hi Mic hig an e L a k e sh o re ic Ct Microsoft, Esri, HERE, Garmin, SafeGraph, GeoTechnologies, Inc, MiFIGURE chig an NO. Ave M 6 FEET METI/NASA, USGS, EPA, NPS, US Census Bureau, USDA, Maxar NORTH 0 150 300 ©Copyright 2023 All Rights Reserved FIGURE 7- Development Plan Adelaide Pointe Illustrative Masterplan N 0 100’ 200’ Muskegon, MI JANUARY 2023 Table 1 Tax Increment Revenue Capture Table 1 - Estimate of Total Incremental Taxes Available for Capture 1 of 3 1148 and 1204 West Western Avenue, Muskegon, Muskegon County, Michigan Estimated Taxable Value (TV) Increase Rate: 1% Plan Year 0 1 2 3 4 5 6 7 8 9 10 Calendar Year 2021 2022 2023 2024 2025 2026 2027 2028 2029 2030 2031 Base Taxable Value $ 903,810 $ 903,810 $ 903,810 $ 903,810 $ 903,810 $ 903,810 $ 903,810 $ 903,810 $ 903,810 $ 903,810 $ 903,810 Estimated New TV $ - $ 911,000 $18,586,000 $46,586,000 $47,051,860 $47,522,379 $47,997,602 $48,477,578 $ 48,962,354 $ 49,451,978 $ 49,946,498 Incremental Difference (New TV - Base TV)1 $ - $ 7,190 $ 17,682,190 $ 45,682,190 $ 46,148,050 $ 46,618,569 $ 47,093,792 $ 47,573,768 $ 48,058,544 $ 48,548,168 $ 49,042,688 School Capture Millage Rate State Education Tax (SET) 6.00000 $ - $ - $ 106,093 $ 274,093 $ 276,888 $ 279,711 $ 282,563 $ 285,443 $ 288,351 $ 291,289 $ 294,256 School Operating Tax 17.98380 $ - $ - $ 317,993 $ 821,539 $ 829,917 $ 838,379 $ 846,925 $ 855,557 $ 864,275 $ 873,081 $ 881,974 School Total 23.9838 $ - $ - $ 424,086 $ 1,095,633 $ 1,106,806 $ 1,118,090 $ 1,129,488 $ 1,141,000 $ 1,152,627 $ 1,164,370 $ 1,176,230 Local Capture Millage Rate County Museum 0.32200 $ - $ - $ 5,694 $ 14,710 $ 14,860 $ 15,011 $ 15,164 $ 15,319 $ 15,475 $ 15,633 $ 15,792 County Veterans 0.07150 $ - $ - $ 1,264 $ 3,266 $ 3,300 $ 3,333 $ 3,367 $ 3,402 $ 3,436 $ 3,471 $ 3,507 Senior Citzens Services 0.49990 $ - $ - $ 8,839 $ 22,837 $ 23,069 $ 23,305 $ 23,542 $ 23,782 $ 24,024 $ 24,269 $ 24,516 Central Dispatch 0.29999 $ - $ - $ 5,304 $ 13,704 $ 13,844 $ 13,985 $ 14,128 $ 14,272 $ 14,417 $ 14,564 $ 14,712 Community College 2.20340 $ - $ - $ 38,961 $ 100,656 $ 101,683 $ 102,719 $ 103,766 $ 104,824 $ 105,892 $ 106,971 $ 108,061 M.A.I.S.D 4.75410 $ - $ - $ 84,063 $ 217,178 $ 219,392 $ 221,629 $ 223,889 $ 226,170 $ 228,475 $ 230,803 $ 233,154 City Operating 10.07540 $ - $ - $ 178,155 $ 460,266 $ 464,960 $ 469,701 $ 474,489 $ 479,325 $ 484,209 $ 489,142 $ 494,125 City Sanitation 2.99790 $ - $ - $ 53,009 $ 136,951 $ 138,347 $ 139,758 $ 141,182 $ 142,621 $ 144,075 $ 145,543 $ 147,025 Hackley Library 2.39970 $ - $ - $ 42,432 $ 109,624 $ 110,741 $ 111,871 $ 113,011 $ 114,163 $ 115,326 $ 116,501 $ 117,688 MPS Sinking 0.99810 $ - $ - $ 17,649 $ 45,595 $ 46,060 $ 46,530 $ 47,004 $ 47,483 $ 47,967 $ 48,456 $ 48,950 County Operating 5.69780 $ - $ - $ 100,750 $ 260,288 $ 262,942 $ 265,623 $ 268,331 $ 271,066 $ 273,828 $ 276,618 $ 279,435 Local Total 30.3198 $ - $ - $ 536,120 $ 1,385,074 $ 1,399,199 $ 1,413,465 $ 1,427,874 $ 1,442,427 $ 1,457,125 $ 1,471,970 $ 1,486,964 Non-Capturable Millages Millage Rate Community College Debt 0.34000 $ - $ - $ 6,012 $ 15,532 $ 15,690 $ 15,850 $ 16,012 $ 16,175 $ 16,340 $ 16,506 $ 16,675 Hackley Debt 0.45320 $ - $ - $ 8,014 $ 20,703 $ 20,914 $ 21,128 $ 21,343 $ 21,560 $ 21,780 $ 22,002 $ 22,226 MPS Debt - 1995 3.86000 $ - $ - $ 68,253 $ 176,333 $ 178,131 $ 179,948 $ 181,782 $ 183,635 $ 185,506 $ 187,396 $ 189,305 MPS Debt - 2009 3.50000 $ - $ 61,888 $ 159,888 $ 161,518 $ 163,165 $ 164,828 $ 166,508 $ 168,205 $ 169,919 $ 171,649 Total Non-Capturable Taxes 8.1532 $ - $ - $ 144,166 $ 372,456 $ 376,254 $ 380,091 $ 383,965 $ 387,878 $ 391,831 $ 395,823 $ 399,855 1 Assumes 1% annual increase for inflation Total Tax Increment Revenue (TIR) Available for Capture $ - $ - $ 960,206 $ 2,480,707 $ 2,506,005 $ 2,531,556 $ 2,557,362 $ 2,583,426 $ 2,609,751 $ 2,636,340 $ 2,663,194 Notes- Table 2 assumes incremental annual investment with project completion in 2025. For the purpose of Table 2 the new taxable value is estimated based on 50% of a total overall investment of $92,000,000 Z:\2020\201515\WORK\Rept\Brownfield Plan Amendment\2023 3rd Amendment\TB 1 TBL02 and TBL03_TIF_ Adelaide rev 532023.xlsx Table 1 - Estimate of Total Incremental Taxes Available for Capture 2 of 3 1148 and 1204 West Western Avenue, Muskegon, Muskegon County, Michigan Estimated Taxable Value (TV) Increase Rate: Plan Year 11 12 13 14 15 16 17 18 19 20 21 22 Calendar Year 2032 2033 2034 2035 2036 2037 2038 2039 2040 2041 2042 2043 Base Taxable Value $ 903,810 $ 903,810 $ 903,810 $ 903,810 $ 903,810 $ 903,810 $ 903,810 $ 903,810 $ 903,810 $ 903,810 $ 903,810 $ 903,810 Estimated New TV $ 50,445,962 $ 50,950,422 $ 51,459,926 $ 51,974,526 $ 52,494,271 $ 53,019,214 $ 53,549,406 $ 54,084,900 $ 54,625,749 $ 55,172,006 $ 55,723,726 $ 56,280,964 Incremental Difference (New TV - Base TV)1 $ 49,542,152 $ 50,046,612 $ 50,556,116 $ 51,070,716 $ 51,590,461 $ 52,115,404 $ 52,645,596 $ 53,181,090 $ 53,721,939 $ 54,268,196 $ 54,819,916 $ 55,377,154 School Capture Millage Rate State Education Tax (SET) 6.00000 $ 297,253 $ 300,280 $ 303,337 $ 306,424 $ 309,543 $ 312,692 $ 315,874 $ 319,087 $ 322,332 $ 325,609 $ 328,919 $ 332,263 School Operating Tax 17.98380 $ 890,956 $ 900,028 $ 909,191 $ 918,446 $ 927,793 $ 937,233 $ 946,768 $ 956,398 $ 966,125 $ 975,948 $ 985,870 $ 995,892 School Total 23.9838 $ 1,188,209 $ 1,200,308 $ 1,212,528 $ 1,224,870 $ 1,237,335 $ 1,249,925 $ 1,262,641 $ 1,275,485 $ 1,288,456 $ 1,301,558 $ 1,314,790 $ 1,328,155 Local Capture Millage Rate County Museum 0.32200 $ 15,953 $ 16,115 $ 16,279 $ 16,445 $ 16,612 $ 16,781 $ 16,952 $ 17,124 $ 17,298 $ 17,474 $ 17,652 $ 17,831 County Veterans 0.07150 $ 3,542 $ 3,578 $ 3,615 $ 3,652 $ 3,689 $ 3,726 $ 3,764 $ 3,802 $ 3,841 $ 3,880 $ 3,920 $ 3,959 Senior Citzens Services 0.49990 $ 24,766 $ 25,018 $ 25,273 $ 25,530 $ 25,790 $ 26,052 $ 26,318 $ 26,585 $ 26,856 $ 27,129 $ 27,404 $ 27,683 Central Dispatch 0.29999 $ 14,862 $ 15,013 $ 15,166 $ 15,321 $ 15,477 $ 15,634 $ 15,793 $ 15,954 $ 16,116 $ 16,280 $ 16,445 $ 16,613 Community College 2.20340 $ 109,161 $ 110,273 $ 111,395 $ 112,529 $ 113,674 $ 114,831 $ 115,999 $ 117,179 $ 118,371 $ 119,575 $ 120,790 $ 122,018 M.A.I.S.D 4.75410 $ 235,528 $ 237,927 $ 240,349 $ 242,795 $ 245,266 $ 247,762 $ 250,282 $ 252,828 $ 255,399 $ 257,996 $ 260,619 $ 263,269 City Operating 10.07540 $ 499,157 $ 504,240 $ 509,373 $ 514,558 $ 519,795 $ 525,084 $ 530,425 $ 535,821 $ 541,270 $ 546,774 $ 552,333 $ 557,947 City Sanitation 2.99790 $ 148,522 $ 150,035 $ 151,562 $ 153,105 $ 154,663 $ 156,237 $ 157,826 $ 159,432 $ 161,053 $ 162,691 $ 164,345 $ 166,015 Hackley Library 2.39970 $ 118,886 $ 120,097 $ 121,320 $ 122,554 $ 123,802 $ 125,061 $ 126,334 $ 127,619 $ 128,917 $ 130,227 $ 131,551 $ 132,889 MPS Sinking 0.99810 $ 49,448 $ 49,952 $ 50,460 $ 50,974 $ 51,492 $ 52,016 $ 52,546 $ 53,080 $ 53,620 $ 54,165 $ 54,716 $ 55,272 County Operating 5.69780 $ 282,281 $ 285,156 $ 288,059 $ 290,991 $ 293,952 $ 296,943 $ 299,964 $ 303,015 $ 306,097 $ 309,209 $ 312,353 $ 315,528 Local Total 30.3198 $ 1,502,108 $ 1,517,403 $ 1,532,851 $ 1,548,453 $ 1,564,212 $ 1,580,128 $ 1,596,203 $ 1,612,439 $ 1,628,838 $ 1,645,400 $ 1,662,128 $ 1,679,024 Non-Capturable Millages Millage Rate Community College Debt 0.34000 $ 16,844 $ 17,016 $ 17,189 $ 17,364 $ 17,541 $ 17,719 $ 17,900 $ 18,082 $ 18,265 $ 18,451 $ 18,639 $ 18,828 Hackley Debt 0.45320 $ 22,453 $ 22,681 $ 22,912 $ 23,145 $ 23,381 $ 23,619 $ 23,859 $ 24,102 $ 24,347 $ 24,594 $ 24,844 $ 25,097 MPS Debt - 1995 3.86000 $ 191,233 $ 193,180 $ 195,147 $ 197,133 $ 199,139 $ 201,165 $ 203,212 $ 205,279 $ 207,367 $ 209,475 $ 211,605 $ 213,756 MPS Debt - 2009 3.50000 $ 173,398 $ 175,163 $ 176,946 $ 178,748 $ 180,567 $ 182,404 $ 184,260 $ 186,134 $ 188,027 $ 189,939 $ 191,870 $ 193,820 Total Non-Capturable Taxes 8.1532 $ 403,927 $ 408,040 $ 412,194 $ 416,390 $ 420,627 $ 424,907 $ 429,230 $ 433,596 $ 438,006 $ 442,459 $ 446,958 $ 451,501 1 Assumes 1% annual increase for inflation Total Tax Increment Revenue (TIR) Available for Capture $ 2,690,317 $ 2,717,711 $ 2,745,379 $ 2,773,323 $ 2,801,547 $ 2,830,054 $ 2,858,845 $ 2,887,924 $ 2,917,294 $ 2,946,958 $ 2,976,918 $ 3,007,178 Notes- Table 2 assumes incremental annual investment with project completion in 2025. For the purpose of Table 2 the new taxable value is estimated based on 50% of a total overall investment of $92,000,000 Z:\2020\201515\WORK\Rept\Brownfield Plan Amendment\2023 3rd Amendment\TB 1 TBL02 and TBL03_TIF_ Adelaide rev 532023.xlsx Table 1 - Estimate of Total Incremental Taxes Available for Capture 3 of 3 1148 and 1204 West Western Avenue, Muskegon, Muskegon County, Michigan Estimated Taxable Value (TV) Increase Rate: Plan Year 23 24 25 26 27 28 29 30 TOTAL Calendar Year 2044 2045 2046 2047 2048 2049 2050 2051 Base Taxable Value $ 903,810 $ 903,810 $ 903,810 $ 903,810 $ 903,810 $ 903,810 $ 903,810 $ 903,810 $ - Estimated New TV $ 56,843,773 $ 57,412,211 $ 57,986,333 $ 58,566,196 $ 59,151,858 $ 59,743,377 $ 60,340,811 $ 60,944,219 $ - Incremental Difference (New TV - Base TV)1 $ 55,939,963 $ 56,508,401 $ 57,082,523 $ 57,662,386 $ 58,248,048 $ 58,839,567 $ 59,437,001 $ 60,040,409 $ - School Capture Millage Rate State Education Tax (SET) 6.00000 $ 335,640 $ 339,050 $ 342,495 $ 345,974 $ 349,488 $ 353,037 $ 356,622 $ 360,242 $ 8,934,850 School Operating Tax 17.98380 $ 1,006,013 $ 1,016,236 $ 1,026,561 $ 1,036,989 $ 1,047,521 $ 1,058,159 $ 1,068,903 $ 1,079,755 $ 26,780,425 School Total 23.9838 $ 1,341,653 $ 1,355,286 $ 1,369,056 $ 1,382,963 $ 1,397,010 $ 1,411,196 $ 1,425,525 $ 1,439,997 $ 35,715,275 Local Capture Millage Rate County Museum 0.32200 $ 18,013 $ 18,196 $ 18,381 $ 18,567 $ 18,756 $ 18,946 $ 19,139 $ 19,333 $ 479,504 County Veterans 0.07150 $ 4,000 $ 4,040 $ 4,081 $ 4,123 $ 4,165 $ 4,207 $ 4,250 $ 4,293 $ 106,474 Senior Citzens Services 0.49990 $ 27,964 $ 28,249 $ 28,536 $ 28,825 $ 29,118 $ 29,414 $ 29,713 $ 30,014 $ 744,422 Central Dispatch 0.29999 $ 16,781 $ 16,952 $ 17,124 $ 17,298 $ 17,474 $ 17,651 $ 17,831 $ 18,012 $ 446,728 Community College 2.20340 $ 123,258 $ 124,511 $ 125,776 $ 127,053 $ 128,344 $ 129,647 $ 130,963 $ 132,293 $ 3,281,175 M.A.I.S.D 4.75410 $ 265,944 $ 268,647 $ 271,376 $ 274,133 $ 276,917 $ 279,729 $ 282,569 $ 285,438 $ 7,079,528 City Operating 10.07540 $ 563,618 $ 569,345 $ 575,129 $ 580,972 $ 586,872 $ 592,832 $ 598,852 $ 604,931 $ 15,003,697 City Sanitation 2.99790 $ 167,702 $ 169,407 $ 171,128 $ 172,866 $ 174,622 $ 176,395 $ 178,186 $ 179,995 $ 4,464,298 Hackley Library 2.39970 $ 134,239 $ 135,603 $ 136,981 $ 138,372 $ 139,778 $ 141,197 $ 142,631 $ 144,079 $ 3,573,493 MPS Sinking 0.99810 $ 55,834 $ 56,401 $ 56,974 $ 57,553 $ 58,137 $ 58,728 $ 59,324 $ 59,926 $ 1,486,312 County Operating 5.69780 $ 318,735 $ 321,974 $ 325,245 $ 328,549 $ 331,886 $ 335,256 $ 338,660 $ 342,098 $ 8,484,831 Local Total 30.3198 $ 1,696,088 $ 1,713,323 $ 1,730,730 $ 1,748,311 $ 1,766,069 $ 1,784,003 $ 1,802,117 $ 1,820,413 $ 45,150,461 Non-Capturable Millages Millage Rate Community College Debt 0.34000 $ 19,020 $ 19,213 $ 19,408 $ 19,605 $ 19,804 $ 20,005 $ 20,209 $ 20,414 $ 506,308 Hackley Debt 0.45320 $ 25,352 $ 25,610 $ 25,870 $ 26,133 $ 26,398 $ 26,666 $ 26,937 $ 27,210 $ 674,879 MPS Debt - 1995 3.86000 $ 215,928 $ 218,122 $ 220,339 $ 222,577 $ 224,837 $ 227,121 $ 229,427 $ 231,756 $ 5,748,087 MPS Debt - 2009 3.50000 $ 195,790 $ 197,779 $ 199,789 $ 201,818 $ 203,868 $ 205,938 $ 208,030 $ 210,141 $ 5,211,996 Total Non-Capturable Taxes 8.1532 $ 456,090 $ 460,724 $ 465,405 $ 470,133 $ 474,908 $ 479,731 $ 484,602 $ 489,521 $ 12,141,269 1 Assumes 1% annual increase for inflation Total Tax Increment Revenue (TIR) Available for Capture $ 3,037,741 $ 3,068,609 $ 3,099,786 $ 3,131,275 $ 3,163,078 $ 3,195,200 $ 3,227,643 $ 3,260,410 $ 80,865,735 Notes- Table 2 assumes incremental annual investment with project completion in 2025. For the purpose of Table 2 the new taxable value is estimated based on 50% of a total overall investment of $92,000,000 Z:\2020\201515\WORK\Rept\Brownfield Plan Amendment\2023 3rd Amendment\TB 1 TBL02 and TBL03_TIF_ Adelaide rev 532023.xlsx Table 2 Tax Increment Revenue Reimbursement Allocation Table 2 - Estimate of Total Incremental Taxes Available for Reimbursement 1 of 1 1148 1204 West Western Avenue, Muskegon, Muskegon County, Michigan Developer Proportionality Maximum School & Reimbursement Local Taxes Estimated Developer Capture $ 59,213,447 44.1% State $ 14,717,396 $ 0 Estimated City of Muskegon Capture $ - 55.9% Local 44,860,460 Estimated Years of Capture: 29 years BRA Administrative Fee $ 290,000 TOTAL $ 59,577,856 State Brownfield Redevelopment Fund $ 4,467,425 EGLE $ 365,354 Local Brownfield Revolving Fund $ 4,839,771 MSF $32,568,232 Local Only $ 26,476,874 2021 2022 2023 2024 2025 2026 2027 2028 2029 2030 2031 2032 2033 2034 2035 2036 2037 2038 2039 2040 2041 2042 2043 2044 2045 2046 2047 2048 2049 2050 2051 TOTAL Total State Incremental Revenue $ - $ - $ 424,086 $ 1,095,633 $ 1,106,806 $ 1,118,090 $ 1,129,488 $ 1,141,000 $ 1,152,627 $ 1,164,370 $ 1,176,230 $ 1,188,209 $ 1,200,308 $ 1,212,528 $ 1,224,870 $ 1,237,335 $ 1,249,925 $ 1,262,641 $ 1,275,485 $ 1,288,456 $ 1,301,558 $ 1,314,790 $ 1,328,155 $ 1,341,653 $ 1,355,286 $ 1,369,056 $ 1,382,963 $ 1,397,010 $ 1,411,196 $ 1,425,525 $ 1,439,997 $ 35,715,275 State Brownfield Redevelopment Fund (50% of SET) $ - $ - $ 53,047 $ 137,047 $ 138,444 $ 139,856 $ 141,281 $ 142,721 $ 144,176 $ 145,645 $ 147,128 $ 148,626 $ 150,140 $ 151,668 $ 153,212 $ 154,771 $ 156,346 $ 157,937 $ 159,543 $ 161,166 $ 162,805 $ 164,460 $ 166,131 $ 167,820 $ 169,525 $ 171,248 $ 172,987 $ 174,744 $ 176,519 $ 178,311 $ 180,121 $ 4,467,425 State TIR Available for Reimbursement $ - $ - $ 371,040 $ 958,586 $ 968,361 $ 978,235 $ 988,207 $ 998,278 $ 1,008,451 $ 1,018,725 $ 1,029,102 $ 1,039,583 $ 1,050,168 $ 1,060,859 $ 1,071,658 $ 1,082,564 $ 1,093,579 $ 1,104,705 $ 1,115,941 $ 1,127,290 $ 1,138,753 $ 1,150,330 $ 1,162,023 $ 1,173,833 $ 1,185,761 $ 1,197,808 $ 1,209,976 $ 1,222,265 $ 1,234,678 $ 1,247,214 $ 1,259,876 $ 31,247,850 Total Local Incremental Revenue $ - $ - $ 536,120 $ 1,385,074 $ 1,399,199 $ 1,413,465 $ 1,427,874 $ 1,442,427 $ 1,457,125 $ 1,471,970 $ 1,486,964 $ 1,502,108 $ 1,517,403 $ 1,532,851 $ 1,548,453 $ 1,564,212 $ 1,580,128 $ 1,596,203 $ 1,612,439 $ 1,628,838 $ 1,645,400 $ 1,662,128 $ 1,679,024 $ 1,696,088 $ 1,713,323 $ 1,730,730 $ 1,748,311 $ 1,766,069 $ 1,784,003 $ 1,802,117 $ 1,820,413 $ 45,150,461 BRA Administrative Fee $ - $ 10,000 $ 10,000 $ 10,000 $ 10,000 $ 10,000 $ 10,000 $ 10,000 $ 10,000 $ 10,000 $ 10,000 $ 10,000 $ 10,000 $ 10,000 $ 10,000 $ 10,000 $ 10,000 $ 10,000 $ 10,000 $ 10,000 $ 10,000 $ 10,000 $ 10,000 $ 10,000 $ 10,000 $ 10,000 $ 10,000 $ 10,000 $ 10,000 $ 10,000 $ 290,000 Local TIR Available for Reimbursement $ - $ - $ 526,120 $ 1,375,074 $ 1,389,199 $ 1,403,465 $ 1,417,874 $ 1,432,427 $ 1,447,125 $ 1,461,970 $ 1,476,964 $ 1,492,108 $ 1,507,403 $ 1,522,851 $ 1,538,453 $ 1,554,212 $ 1,570,128 $ 1,586,203 $ 1,602,439 $ 1,618,838 $ 1,635,400 $ 1,652,128 $ 1,669,024 $ 1,686,088 $ 1,703,323 $ 1,720,730 $ 1,738,311 $ 1,756,069 $ 1,774,003 $ 1,792,117 $ 1,810,413 $ 44,860,461 Total State & Local TIR Available $ - $ - $ 897,160 $ 2,333,660 $ 2,357,561 $ 2,381,700 $ 2,406,081 $ 2,430,705 $ 2,455,576 $ 2,480,695 $ 2,506,066 $ 2,531,690 $ 2,557,571 $ 2,583,710 $ 2,610,111 $ 2,636,776 $ 2,663,707 $ 2,690,908 $ 2,718,381 $ 2,746,128 $ 2,774,153 $ 2,802,459 $ 2,831,047 $ 2,859,921 $ 2,889,084 $ 2,918,538 $ 2,948,287 $ 2,978,334 $ 3,008,681 $ 3,039,332 $ 3,070,289 $ 76,108,311 Beginning DEVELOPER Balance Developer Reimbursement Balance $ 45,300,336 $ - $ 13,721,995 $ 24,653,803 $ 36,338,642 $ 35,844,495 $ 35,029,827 $ 36,995,999 $ 35,260,632 $ 33,535,162 $ 31,821,077 $ 30,119,952 $ 28,433,450 $ 26,763,327 $ 25,111,436 $ 23,479,736 $ 21,870,292 $ 20,237,572 $ 19,663,247 $ 19,043,970 $ 18,377,331 $ 17,660,797 $ 16,891,709 $ 16,067,270 $ 15,184,546 $ 14,240,450 $ 13,231,743 $ 12,155,019 $ 11,006,701 $ 9,783,033 $ 8,480,067 $ 7,093,658 Pre-Approved Environmental Costs $ 365,354 $ - $ 435,000 $ 532,750 $ - State Tax Reimbursement $ 371,040 $ - $ 371,040 $ - $ 371,040 Local Tax Reimbursement $ 161,710 $ - $ 161,710 $ - $ 161,710 Interest (5%) $ 21,750 $ - $ 21,750 $ - $ - $ 21,750 Total EGLE Reimbursement Balance** $ - $ 435,000 $ - $ - $ - Non Environmental Costs $ 32,568,232 $ - $ 13,027,293 $ 22,797,762 $ 32,568,232 $ 30,234,572 $ 27,877,011 $ 25,495,311 $ 23,089,230 $ 20,658,525 $ 18,202,950 $ 15,722,254 $ 13,216,188 $ 10,684,498 $ 8,126,927 $ 5,543,217 $ 2,933,106 $ 1,250,542 State Tax Reimbursement $ 14,346,356 $ - $ 958,586 $ 968,361 $ 978,235 $ 988,207 $ 998,278 $ 1,008,451 $ 1,018,725 $ 1,029,102 $ 1,039,583 $ 1,050,168 $ 1,060,859 $ 1,071,658 $ 1,082,564 $ 1,093,579 $ 14,346,356 Local Tax Reimbursement $ 18,221,876 $ - $ - $ 1,375,074 $ 1,389,199 $ 1,403,465 $ 1,417,874 $ 1,432,427 $ 1,447,125 $ 1,461,970 $ 1,476,964 $ 1,492,108 $ 1,507,403 $ 1,522,851 $ 1,538,453 $ 600,000 $ 156,963 $ - $ 18,221,876 Total Non Environmental Reimbursement Balance** $ - $ 13,027,293 $ 22,797,762 $ 30,234,572 $ 27,877,011 $ 25,495,311 $ 23,089,230 $ 20,658,525 $ 18,202,950 $ 15,722,254 $ 13,216,188 $ 10,684,498 $ 8,126,927 $ 5,543,217 $ 2,933,106 $ 1,250,542 $ - $ - $ - $ - Local Only Costs $ 12,366,750 $ - $ 247,335 $ 2,114,714 $ 5,813,400 $ 7,588,080 $ 9,080,492 $ 13,244,541 $ 13,906,768 $ 14,602,107 $ 15,332,212 $ 16,098,823 $ 16,903,764 $ 17,748,952 $ 18,636,400 $ 19,568,220 $ 20,546,631 $ 20,619,750 $ 20,237,572 $ 19,663,247 $ 19,043,970 $ 18,377,331 $ 17,660,797 $ 16,891,709 $ 16,067,270 $ 15,184,546 $ 14,240,450 $ 13,231,743 $ 12,155,019 $ 11,006,701 $ 9,783,033 $ 8,480,067 Local Tax Reimbursement $ 26,476,874 $ - $ - $ 364,410 $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ 954,212 $ 1,413,165 $ 1,586,203 $ 1,602,439 $ 1,618,838 $ 1,635,400 $ 1,652,128 $ 1,669,024 $ 1,686,088 $ 1,703,323 $ 1,720,730 $ 1,738,311 $ 1,756,069 $ 1,774,003 $ 1,792,117 $ 1,810,413 $ 26,476,874 Interest (5%) $ 21,203,783 $ - $ 12,367 $ 105,736 $ 290,670 $ 379,404 $ 454,025 $ 662,227 $ 695,338 $ 730,105 $ 766,611 $ 804,941 $ 845,188 $ 887,448 $ 931,820 $ 978,411 $ 1,027,332 $ 1,030,988 $ 1,011,879 $ 983,162 $ 952,199 $ 918,867 $ 883,040 $ 844,585 $ 803,364 $ 759,227 $ 712,023 $ 661,587 $ 607,751 $ 550,335 $ 489,152 $ 424,003 $ 21,203,783 Total Non Environmental Reimbursement Balance** $ - $ 259,702 $ 1,856,040 $ 6,104,070 $ 7,967,484 $ 9,534,516 $ 13,906,768 $ 14,602,107 $ 15,332,212 $ 16,098,823 $ 16,903,764 $ 17,748,952 $ 18,636,400 $ 19,568,220 $ 20,546,631 $ 20,619,750 $ 20,237,572 $ 19,663,247 $ 19,043,970 $ 18,377,331 $ 17,660,797 $ 16,891,709 $ 16,067,270 $ 15,184,546 $ 14,240,450 $ 13,231,743 $ 12,155,019 $ 11,006,701 $ 9,783,033 $ 8,480,067 $ 7,093,658 $ - Total Annual Developer Reimbursement $ - $ - $ 532,750 $ 2,333,660 $ 2,357,561 $ 2,381,700 $ 2,406,081 $ 2,430,705 $ 2,455,576 $ 2,480,695 $ 2,506,066 $ 2,531,690 $ 2,557,571 $ 2,583,710 $ 2,610,111 $ 2,636,776 $ 2,663,707 $ 1,586,203 $ 1,602,439 $ 1,618,838 $ 1,635,400 $ 1,652,128 $ 1,669,024 $ 1,686,088 $ 1,703,323 $ 1,720,730 $ 1,738,311 $ 1,756,069 $ 1,774,003 $ 1,792,117 $ 1,810,413 $ 59,213,447 LOCAL BROWNFIELD REVOLVING FUND LBRF Deposits * State Tax Capture $ 4,839,771 $ - $ 1,104,705 $ 1,115,941 $ 1,127,290 $ 1,138,753 $ 353,081 $ 4,839,771 Local Tax Capture $ - $ - Total LBRF Capture $ 4,839,771 $ 4,839,771 * Up to five years of capture for LBRF Deposits after eligible activities are reimbursed ** 5% Interest Included Z:\2020\201515\WORK\Rept\Brownfield Plan Amendment\2023 3rd Amendment\TB 1 TBL02 and TBL03_TIF_ Adelaide rev 532023.xlsx Attachment A Brownfield Plan Resolution(s) City of Muskegon Brownfield Redevelopment Authority County of Muskegon, State of Michigan RESOLUTION APPROVING BROWNFIELD PLAN AMENDMENT Adelaide Pointe QOZB LLC (1148-1204 West Western) 2nd Amendment Minutes of a regular meeting of the Board of the City of Muskegon Brownfield Redevelopment Authority, County of Muskegon, State of Michigan, held on the 14th day of March 2023 at 10:30 a.m. , prevailing Eastern Time. PRESENT: Members B. Tarrant, K. Reid, M. Kleaveland, H. Sytsema, J. Wallace Jr., M. Bottomley, B. Hastings, J. Moore, D. Pollock, J. Seyferth ABSENT: Members S. Black, J. Riegler The following preamble and resolution were offered by Member B. Hastings and supported by Member: J. Moore WHEREAS, a Brownfield Plan has been adopted pursuant to Act 381 , Public Acts of Michigan, 1996, as amended ("Act 381 ") , a copy of which is on file with the Secretary of the City of Muskegon Brownfield Redevelopment Authority (the "Authority"); and WHEREAS , the Authority is authorized to approve amendments to the Brownfield Plan and recommends the Amendment to add eligible properties within the Adelaide Pointe Project for approval to the City of Muskegon, County of Muskegon, State of Michigan (the "City"). NOW, THEREFORE, BE IT RESOLVED AS FOLLOWS: 1. Approval of Brownfield Plan. The Board hereby adopts and approves the Brownfield Plan Amendment (2 ndAmendment) for the Adelaide Pointe Project and recommends the approval of the Brownfield Plan Amendments by the Muskegon City Commission . 2. Public Hearing . The Board hereby requests city personnel to provide a notice of Public Hearing on the proposed Brownfield Plan Amendments , and further requests that such hearing notice be provided to all taxing jurisdictions. Notice of the time and place of the hearing shall be given pursuant to Act 267 , Public Acts of Michigan, 1976, as amended ("Open Meetings Act"). 3. Deliver Resolution and Brownfield Plan to City. The Chair of the Authority is directed to deliver a certified copy of this resolution and the Brownfield Plan Amendments to the City Clerk. 4. Disclaimer. By adoption of this resolution and approval of the Brownfield Plan Amendments , the Authority assumes no obligation or liability to the owner, developer or lessor of the Eligible Property for any loss or damage that may result to such persons from the adoption of this resolution and Brownfield Plan Amendments. 5. Work Plan Transmittal. The Chair of the Authority shall be authorized to transmit to the Michigan Strategic Fund , the Michigan Economic Development Corporation and/or the I Michigan Department of Environmental Quality , on behalf of the Authority, a final Act 381 Work Plan that has been reviewed and approved by the Authority. 6. Repealer. All resolutions and parts of resolution in conflict with the provisions of this resolution are hereby repealed or amended to the extent of such conflict. AYES : Members B. Tarrant, K. Reid, M. Kleaveland, H. Sytsema, J. Wallace Jr. , M. Bottomley, B. Hastings, J. Moore, D. Pollock, J. Seyferth NAYS: None RESOLUTION DECLARED ADOPTED . Brownfield Redevelopment Authority -2- I hereby certify that the foregoing is a true and complete copy of a resolution adopted by the Board of the City of Muskegon Brownfield Redevelopment Authority, County of Muskegon, State of Michigan, at a regular meeting held on March 14, 2023, and that said meeting was conducted and public notice of said meeting was given pursuant to and in full compliance with the Open Meetings Act, being Act 267, Public Acts of Michigan , 1976, and that the minutes of said meeting were kept and will be or have been made available as required by said Act. -3- City of Muskegon Brownfield Redevelopment Authority 2nd Amendment to Brownfield Plan Amendment for the Adelaide Pointe Project at 1204 West Western Avenue Muskegon, Michigan Initial Brownfield Plan Amendment Approved by the City of Muskegon October 12, 2021 Brownfield Redevelopment Authority Initial Brownfield Plan Amendment Approved by the City of Muskegon Board of Commissioners October 26, 2021 1st Amendment to Brownfield Plan Amendment Approved by the City of December 13, 2022 Muskegon Brownfield Redevelopment Authority 1st Amendment to Brownfield Plan Amendment Approved by the City of December 13, 2022 Muskegon Board of Commissioners 2nd Amendment to Brownfield Plan Amendment Approved by the City of Muskegon Brownfield Redevelopment Authority 2nd Amendment to Brownfield Plan Amendment Approved by the City of Muskegon Board of Commissioners Prepared with the assistance of: Fishbeck 1515 Arboretum Drive SE Grand Rapids, Michigan 49546 616-464-3876 Table of Contents Fishbeck | Page ii 1.0 Introduction ...................................................................................................................................................1 1.1 Proposed Redevelopment and Future Use for the Eligible Property ................................................1 1.2 Eligible Property Information ............................................................................................................2 2.0 Information Required by Section 13(2) of the Statute ...................................................................................2 2.1 Description of Costs to Be Paid for With Tax Increment Revenues ..................................................2 2.2 Summary of Eligible Activities ...........................................................................................................4 2.3 Estimate of Captured Taxable Value and Tax Increment Revenues ..................................................5 2.4 Maximum Amount of Note or Bonded Indebtedness .......................................................................5 2.5 Duration of Brownfield Plan..............................................................................................................5 2.6 Estimated Impact of Tax Increment Financing on Revenues of Taxing Jurisdiction ..........................5 2.7 Legal Description, Property Map, Statement of Qualifying Characteristics and Personal Property..5 2.8 Estimates of Residents and Displacement of Individuals/Families....................................................5 2.9 Plan for Relocation of Displaced Persons..........................................................................................6 2.10 Provisions for Relocation Costs .........................................................................................................6 2.11 Strategy for Compliance with Michigan’s Relocation Assistance Law...............................................6 2.12 Other Material that the Authority or Governing Body Considers Pertinent .....................................6 List of Figures Figure 1 – Location Map Figure 2 – Site Layout Map List of Tables Table 1 – Tax Increment Revenue Capture Table 2 – Tax Increment Revenue Reimbursement Allocation List of Attachments Attachment A Resolution(s) Attachment B Conceptual Renderings Attachment C Environmental Data Tables and Exceedance Map Attachment D Reimbursement Agreement March 1, 2023 Fishbeck | Page 1 1.0 Introduction The City of Muskegon Brownfield Redevelopment Authority (the “Authority” or MBRA) was established by the City of Muskegon pursuant to the Brownfield Redevelopment Financing Act, Michigan Public Act 381 of 1996, as amended (“Act 381”). The primary purpose of Act 381 is to encourage the redevelopment of eligible property by providing economic development incentives through tax increment financing for certain eligible properties. On October 26, 2021, the City of Muskegon (the “City”) approved a Brownfield Plan Amendment (BPA) to incorporate 1148 and 1204 West Western Avenue (“Eligible Property”, “Site”, or “Property”) into the City’s existing Brownfield Plan. The BPA detailed redevelopment plans for a five-phase redevelopment at the Eligible Property, including eligible activity costs and related reimbursement through local-only tax increment financing. The 1st Amendment to the BPA was prepared to add state school tax capture for reimbursement of costs related to Michigan Strategic Fund (MSF) eligible activities during the first three immediate phases of redevelopment. This 2nd Amendment to the BPA has been prepared to reflect changes relating to Developer and City-led completion of eligible activities. Previous versions of this Brownfield Plan included eligible activities that would be completed by both the Developer and City. This 2nd Amendment to the BPA documents that all previously approved eligible activities will now be performed by the Developer. Reimbursement of eligible activity costs incurred by the Developer will conform to the provisions of this 2nd Amendment to the BPA and related agreements between the Developer and City (e.g., Development and Reimbursement Agreement). This 2nd Amendment to the BPA does not alter the type or cost of previously approved eligible activities. Future amendments to this amended BPA may be pursued for phases four and five of the development. See Attachment A for copies of amended BPA resolutions. 1.1 Proposed Redevelopment and Future Use for the Eligible Property The Developer, Adelaide Pointe QOZB, LLC, is proposing to redevelop a former industrial site located at 1204 West Western Avenue (1148 & 1204 West Western Avenue are now combined), Muskegon, Michigan. Figures 1 and 2 depict the Eligible Property location and layout. Redevelopment consists of five phases that are anticipated to be completed by 2030. Phases one through three are the focus of this amended BPA. Development phasing is described below: Development Phase Anticipated/Actual Desired/Actual Start Date Completion Date Phase I – Revitalize existing buildings for boat Spring/Summer Spring 2022 storage 2021 Phase II – Construction of marina, mixed-use Spring 2023 Fall/Winter 2024 building, boater services building* Phase III – Construction of 55-unit residential condo Spring 2023 Fall/Winter 2024 building* Phase IV – Construction of hotel and 50 boat Spring 2024 Fall 2027 storage units and warehouse Z:\2020\201515\WORK\REPT\BROWNFIELD PLAN AMENDMENT\2023 2ND AMENDMENT\ADELAIDE POINTE_FINAL_2ND AMENDMENT, BROWNFIELD PLAN AMENDMENT_REV 3123.DOCX March 1, 2023 Fishbeck | Page 2 Phase V – Construction of residential condos Spring 2025 Fall 2030 Phases one through three include revitalizing the existing site structures for boat storage, business offices, and lease space (approx. 218,000 sf); creation of a new 172 slip marina and construction of a new three-story, mixed- use building with ground level retail and office space (approximately 14,700 gross sf), a second-floor restaurant (approximately 3,700 sf), and third floor deck area (approx. 3,700 sf) (the “Project”). The Project will also create an approximately 4,300 sf boater services and a 55 unit 4-story (90,000 gross sf) residential condo building. The Project will create a walkable community that incorporates public access to waterfront activities (e.g., swimming, fishing, boating), inviting greenspace areas, and transient docking. Sustainable development techniques are proposed throughout the Project, including mass timber construction, solar boardwalks and roof systems, electric vehicle charging stations, low-impact development stormwater management, and integrated parking. Total private investment in Phases one through three, not including property acquisition, is approximately $85,000,000. The mixed-use waterfront development will create approximately 100 new jobs (retail, office, restaurant, marina) and provide contractor work for hundreds of temporary construction workers. In addition to environmental activities, this amendment to the BPA includes non-environmental eligible activities necessary to complete the Project. Non-environmental activities will include demolition, lead/asbestos abatement, site preparation and public infrastructure improvements. Public infrastructure improvements will include upgrades to the public utilities (water main, sanitary sewer, and storm sewer), public roadways, marina and solar docks. Site preparation activities will include specialized foundations, clearing and grubbing, dredging, compaction and sub-base preparation, cut and fill, excavation for unstable material, geotechnical engineering, grading/land balancing, relocation of utilities, temporary erosion controls, temporary site control, surveying and staking, architectural and engineering costs and mass grading. 1.2 Eligible Property Information The 35-acre Property is located at the west end of West Western Avenue on the south shore of Muskegon Lake. Since the late 1800s, the Property has been utilized for industrial purposes, primarily a lumberyard followed by foundry operations. Based on a recent Phase II Environmental Site Assessment (ESA), completed in December 2020, these past industrial uses have resulted in widespread contamination across the Property. Known contaminants in the soil with concentrations exceeding Michigan Department of Environment, Great Lakes, and Energy (EGLE) Part 201 Generic Residential Cleanup Criteria (GRCC) include tetrachloroethylene (PCE), arsenic, cadmium, chromium (total), copper, mercury, selenium, silver and zinc. Groundwater contaminants with concentrations identified above Part 201 GRCC consist of benzene, 2-methylnaphthalene, naphthalene, cadmium, chromium (total), copper, lead, mercury, and zinc. The Developer is not a liable party and completed a Baseline Environmental Assessment (BEA) in accordance with Part 201 of the Natural Resources and Environmental Protect Act, 1995 PA 451, as amended (NREPA). Given the known contamination, the Property is a “facility” pursuant to Part 201 of NREPA. As such, it is considered an “eligible property” as defined by the Michigan Redevelopment Financing Act, Act 381 of 1996. The location and layout of the Property are depicted in Figures 1 and 2. Environmental data tables and an exceedance map are provided in Attachment C. 2.0 Information Required by Section 13(2) of the Statute 2.1 Description of Costs to Be Paid for With Tax Increment Revenues Tax increment revenues will be used to reimburse the Developer, for the following eligible activities. Z:\2020\201515\WORK\REPT\BROWNFIELD PLAN AMENDMENT\2023 2ND AMENDMENT\ADELAIDE POINTE_FINAL_2ND AMENDMENT, BROWNFIELD PLAN AMENDMENT_REV 3123.DOCX March 1, 2023 Fishbeck | Page 3 • Pre-approved BEA, documentation of due care, asbestos/lead paint survey, and additional due care assessment • Due care activities • Asbestos, lead paint, and mold abatement • Select building and site demolition • Site preparation • Infrastructure improvements (public) • 15% contingency • Brownfield Plan Amendment • Brownfield Plan Amendment Implementation • Interest The table below provides an eligible activity cost summary for the Project. Summary of Eligible Activity Costs- Developer EGLE EGLE Eligible Activities Estimated Cost Department Specific Activities Pre-Approved Sub-Total $350,000 BEA activities $52,000 Documentation of due care $33,000 Hazardous materials survey (e.g., asbestos, lead paint, etc.) $20,000 Due care assessment $245,000 EGLE Eligible Activities Total Costs $350,000 Interest (5%) $15,354 EGLE Eligible Costs Sub-Total $365,354 Summary of Eligible Activity Costs - Developer MSF Estimated Redevelopment Developer MSF Eligible Activities Total Cost Completion Phase Related Cost Schedule to Activity Public Infrastructure Improvements Sub-Total $14,843,620 $14,843,620 Public Parks (Linear Park, East Peninsula Park, $2,000,000 $2,000,000 2023-2024 Phase II & III Commuter Bike Path) Public Shopper Dock and Public Transient Dock $1,300,000 $1,300,000 2023-2024 Phase II Z:\2020\201515\WORK\REPT\BROWNFIELD PLAN AMENDMENT\2023 2ND AMENDMENT\ADELAIDE POINTE_FINAL_2ND AMENDMENT, BROWNFIELD PLAN AMENDMENT_REV 3123.DOCX March 1, 2023 Fishbeck | Page 4 Marina Basin- (breakwater system/public $4,300,000 $4,300,000 2023-2024 Phase II access path) Solar Powered Docks $500,000 $500,000 2023-2024 Phase II Public Roadways $4,000,000 $4,000,000 2023-2024 Phase II West Western Avenue Reconfiguration- $1,023,620 $1,023,620 2023-2024 Phase II Roadway Water Main $850,000 $850,000 2023-2024 Phase II Sanitary Sewer $600,000 $600,000 2023-2024 Phase II Storm Sewer $270,000 $270,000 2023-2024 Phase II Site Preparation Sub-Total $6,750,000 $6,750,000 Specialized Foundations $905,000 $905,000 2023-2024 Phase II-V Clearing and Grubbing $300,000 $300,000 2023-2024 Phase II & III Dredging $800,000 $800,000 2023-2024 Phase II & III Compaction and Sub-Base Preparation $350,000 $350,000 2023-2024 Phase II & III Cut and Fill $300,000 $300,000 2023-2024 Phase II Excavation for Unstable Material $70,000 $70,000 2023-2024 Phase II & III Fill $850,000 $850,000 2023-2024 Phase II & III Geotechnical Engineering $180,000 $180,000 2023-2024 Phase I, II & III Grading/Land Balancing $1,550,000 $1,550,000 2023-2024 Phase II & III Relocation of Active Utilities $350,000 $350,000 2023-2024 Phase II & III Temporary Erosion Controls $110,000 $110,000 2023-2024 Phase II & III Temporary Facility $165,000 $165,000 2023-2024 Phase II & III Temporary Site Control $195,000 $195,000 2023-2024 Phase II & III Surveying and Staking $125,000 $125,000 2023-2024 Phase II & III Architectural/Engineering Costs Related to $500,000 $500,000 2023-2024 Phase II & III Eligible Activities Z:\2020\201515\WORK\REPT\BROWNFIELD PLAN AMENDMENT\2023 2ND AMENDMENT\ADELAIDE POINTE_FINAL_2ND AMENDMENT, BROWNFIELD PLAN AMENDMENT_REV 3123.DOCX March 1, 2023 Fishbeck | Page 5 MSF Eligible Activities Sub-Total $21,593,620 $21,593,620 Contingency (15 %) $3,239,043 $3,239,043 Phase II-V Interest (5 %)* $7,715,569 $7,715,569 Phase I-V Brownfield Plan and Work Plan Preparation $10,000 $10,000 Phase I Brownfield Plan and Work Plan $10,000 $10,000 Phase I Implementation MSF Eligible Activities Total Costs $32,568,232 $32,568,232 *Interest collected at a 5% rate and capped at less than $8,000,000 LOCAL ONLY ELIGIBLE ACTIVITIES COST SUMMARY (Developer) Local Only Eligible Activities Estimated Cost Department Specific Activities Due Care Sub-Total $3,250,000 Vapor intrusion mitigation $500,000 Soil capping $1,500,000 Dewatering $250,000 Contaminated Soil/Dredge Materials Removal and Disposal $1,000,000 Local Only Department Specific Activities Total Costs $3,250,000 Non-Environmental Activities Asbestos, Lead based Paint and Mold Abatement $250,000 Demolition $500,000 Site Preparation (Sub-total) $3,160,000 Specialized Foundations $1,250,000 Clearing and Grubbing $150,000 Compaction and Sub-Base Preparation $10,000 Geotechnical Engineering $50,000 Z:\2020\201515\WORK\REPT\BROWNFIELD PLAN AMENDMENT\2023 2ND AMENDMENT\ADELAIDE POINTE_FINAL_2ND AMENDMENT, BROWNFIELD PLAN AMENDMENT_REV 3123.DOCX March 1, 2023 Fishbeck | Page 6 Relocation of Active Utilities $100,000 Surveying & Staking $100,000 Architectural/Engineering Costs Related to Eligible Activities $1,500,000 Public Infrastructure (Sub-total) $1,900,000 Solar Powered Docks (public) $500,000 Community Building/Clubhouse and Pool (Public) $1,400,000 Non-Environmental Local Only Eligible Costs $5,810,000 Contingency (15%) $871,500 Brownfield Plan/Act 381 Workplan Preparation $10,000 Interest (5%)* $2,462,900 Total EGLE and Non-Environmental Local Only Eligible Costs $12,404,400 *5% Interest capture begins after MSF Non-Environmental Costs are reimbursed 2.2 Summary of Eligible Activities Eligible activities as defined by Act 381 and included in this amended BPA consist of the following: Pre-Approved Activities: These activities are permitted to occur prior to amended BPA approval. Preparation of a Phase I ESA, BEA and Documentation of Due Care Compliance were necessary to protect the new Property owner/Developer from liability for environmental contamination. A Hazardous Materials Investigation was conducted to evaluate potential asbestos, lead paint, and other hazardous materials, as required by regulatory agencies prior to select building demolition activities. Due care assessment will be conducted to verify compliance with applicable due care obligations. Pre-approved activities can be reimbursed from state school and local tax increment revenues. Due Care Activities: Due care activities will include implementation of vapor intrusion mitigation systems, as applicable, to prevent unacceptable exposures to potential indoor air inhalation concerns. Soil capping will be completed to protect against direct contact concerns related to known contamination. Contaminated soils/dredge materials which cannot be utilized on the Property will be hauled to an appropriate Type 2 landfill for disposal. During construction activities, dewatering may be necessary. Contaminated groundwater will be properly managed to comply with due care. Due care costs will include environmental oversight and management. Asbestos, Lead Paint, and Mold Abatement: Prior to select building demolition activities, asbestos, lead paint, and mold were abated, as applicable, in accordance with applicable regulatory guidelines. Demolition: Select building and Site demolition will be necessary to facilitate safe redevelopment and reuse of the Property. Site Preparation: Site preparation is expected to include specialized foundations due to unsuitable urban fill material across the Site, clearing and grubbing in preparation for redevelopment, dredging, compaction and sub- Z:\2020\201515\WORK\REPT\BROWNFIELD PLAN AMENDMENT\2023 2ND AMENDMENT\ADELAIDE POINTE_FINAL_2ND AMENDMENT, BROWNFIELD PLAN AMENDMENT_REV 3123.DOCX March 1, 2023 Fishbeck | Page 7 base preparation, cut and fill, excavation for unstable material, fill, geotechnical engineering, grading, land balancing, relocation of active utilities, temporary erosion control, temporary facility, temporary site control, surveying, staking, and appropriate associated professional engineering/architectural fees related to the eligible activities. All the site preparation activities are necessary to support the redevelopment. Public Infrastructure Improvements: Public Infrastructure improvements will be made by the Developer in the public right-of-way and on publicly accessible land as outlined in the signed Cooperative Use Agreement between the City of Muskegon and AP dated September 13, 2022. Public infrastructure activities, including public parks (Linear Park, East Peninsula Park and the commuter bike path), public roadways (Adelaide Avenue), West Western Avenue reconstruction, public/transient shopper and dockage and dock slips, new and upgraded water main, sanitary sewer and storm sewer utilities, solar power infrastructure for the public shopper and transient dockage and marina upgrades including the breakwater with public access path. Amended BPA Preparation: This amended BPA was required for authorization of reimbursement to the Developer, as applicable, from tax increment revenues under Public Act 381 of 1996, as amended. Amended BPA Implementation: Tracking, submittal, review of invoices for reimbursement, plan compliance, and data reporting will be conducted. Contingency: A 15% contingency is included for those activities not already completed. Interest: A 5% interest on unreimbursed eligible activities is included. 2.3 Estimate of Captured Taxable Value and Tax Increment Revenues The base year of this amended BPA is 2021, as established in the approved BPA. The 2021 taxable value of the eligible property was $903,810. After completion of the development (Phases one, two and three), the taxable value is estimated at $42,875,000. This amended BPA assumes a 1.0% annual increase in the taxable value of the Eligible Property. Initial capture is anticipated to begin in 2023. The estimated captured taxable value for the redevelopment by year and in aggregate for each taxing jurisdiction is depicted in tabular form (Table 1: Tax Increment Revenue Capture). Actual taxable values and tax increment revenues may vary year to year based on economic and market conditions, tax incentives, building additions, and property improvements, among other factors. A summary of the estimated reimbursement schedule by year and in aggregate is presented as Table 2: Tax Increment Revenue Reimbursement Allocation. Method of Financing and Description of Advances Made by the Municipality The cost of the eligible activities included in this amended BPA will be paid for by the Developer. The Developer will seek reimbursement for eligible activity costs through capture of available local and state (as applicable) school tax increment revenues as permitted by Act 381. Additionally, as necessary personal property taxes may be utilized as well for reimbursement. Refer to Attachment D for a copy of the Reimbursement Agreement. 2.4 Maximum Amount of Note or Bonded Indebtedness This 2nd Amendment to the BPA does not include a City note or bonded indebtedness. The Developer will be responsible for the cost of eligible activities. 2.5 Duration of Brownfield Plan Capture of tax increment revenues for the Developer reimbursement are anticipated to commence in 2023 and end in 2046. It is projected that the amended BPA will extend 29 years, which assumes five years of additional capture of tax increment revenues for deposit into a Local Brownfield Revolving Fund, if available. Z:\2020\201515\WORK\REPT\BROWNFIELD PLAN AMENDMENT\2023 2ND AMENDMENT\ADELAIDE POINTE_FINAL_2ND AMENDMENT, BROWNFIELD PLAN AMENDMENT_REV 3123.DOCX March 1, 2023 Fishbeck | Page 8 2.6 Estimated Impact of Tax Increment Financing on Revenues of Taxing Jurisdiction The estimated amount of tax increment revenues to be captured for this redevelopment from each taxing jurisdiction by year and in aggregate is presented in Tables 1 and 2. 2.7 Legal Description, Property Map, Statement of Qualifying Characteristics and Personal Property • The legal description is as follows: 1204 W. Western Avenue CITY OF MUSKEGON PART OF SECTION 25 T10N R17W PRT OF BLKS 578-580 DESC AS FOLS COM AT SE COR LOT 4 BLK 577 TH S 88D 15M W ALG SLY LN SD BLK 577 EXTND (ALSO BEING NLY LN WESTERN AVE) 847.15 FT FOR POB TH N 01D 56M 50S W 256.10 FT TH N 31D 37M 35S E 47 FT TH N 55D 15M 15S E 89.20 FT TH N 35D 54M 50S W 127.65 FT TH N 02D 52M 10S W 553 FT TH S 55D 13 M W 243 FT TH N 34D 47M W 330 FT M/L TO SHORE OF MUSKEGON LAKE REFERRED TO AS PT B TH RECOM AT POB TH S 88D 15M W ALG NLY LN WESTERN AVE 18.65 FT TH SWLY ALG SD NLY LN WESTERN AVE ALG ARC OF A 430.61 FT RAD CURVE TO LT 158.33 FT (LC SD CURVE BEARS S 77D 43M 00S W 157.44 FT & CENTRAL ANG SD CURVE IS 21D 04M 00) TO WLY LN NELY 200 FT OF SD BLK 580 TH N 35D 2M 10S W ALG SD WLY LN SD NELY 200 FT DIST 850 FT M/L TO SHORE OF MUSKEGON LAKE REFERRED TO AS PT C TH NWLY SELY & NELY ALG SHORE OF MUSKEGON LAKE 1300 FT M/L FROM SD PT C TO SD PT B EXC THAT PRT OF ABOVE DESC PARCEL THAT LIES WITHIN THE CHESAPEAKE & OHIO RR ROW EXC THAT PART TAKEN BY THE CITY OF MUSKEGON FOR THE LAKESHORE TRAIL BIKE PATH DESC AS THAT PART OF BLKS 578 & 580 DESC AS COM @ SE COR LOT 4 BLK 577 TH S 88D 40M 42S W ALG N ROW LN WESTERN AVE 847.60 FT TH N 01D 31M 57S W 256.10 FT TH N 32D 02M 28S E 47 FT TH N 55D 40M 08S E 89.20 FT TH N 35D 29M 57S W 127.65 FT TH N 02D 27M 17S W 553 FT TH S 55D 37M 53S W 243 FT TH N 34D 22M 07S W 235.92 FT TO POB TH S 50D 44M 04S W 329.75 FT TH S 20D 19M 09S W 96.30 FT TH S 23D 53M 54S E 405.55 FT TH N 34D 34M 00S W ALG NE LN LAKESHORE YACHT HARBOUR 86.43 FT TH N 23D 53M 54S W 327.11 FT TH N 20D 19M 09S E 107.14 FT TH N 50D 44M 04S E 335.70 FT TH S 33D 32M 57S E 16.08 FT TO POB TAKEN FOR LAKESHORE TRAIL BIKE PATH ACROSS SD PROPERTY AND COM AT SE COR LOT 4 BLK 577 FOR POB TH N 1 DEG 41 MIN W 158.40 FT TH N 76 DEG 43 MIN W 103.55 FT TH NWLY ON THE ARC OF A 492.47 FT RAD CURVE TO THE RT 110.31 FT (LONG CORD BEARS N 70D 18M W 110.07 FT CENTRAL ANGLE IS 12D 50M 00S) TH N 63 DEG 53 MIN W 67 FT TH N 2 DEG 4 MIN W 33.8 FT TO RR R/W TH CON'T N 2 DEG 4 MIN W 367.7 FT TH N 37 DEG W 730 FT TH N 48 DEG W 600 FT M/L TO MUSKEGON LAKE TO A PT A RECOM AT POB TH S 88 DEG 15 MIN W 847.15 FT TH N 1 DEG 56 MIN 50 SEC W 256.1 FT TH N 31 DEG 37 MIN 35 SEC E 47 FT TH N 55 DEG 15 MIN 15 SEC E 89.2 FT TH N 35 DEG 54 MIN 50 SEC W 127.65 FT TH N 2 DEG 52 MIN 10 SEC W 553 FT TH S 55 DEG 13 MIN W 243 FT TH N 34 DEG 47 MIN W 330 FT M/L TO THE SHORE OF MUSKEGON LAKE TO A PT REFERRED TO AS PT B TH WLY ALG SHORE LN 1500 FT M/L TO SD PT A EXC THAT PART LYING WITHIN C&O RR R/W RECORDED IN L 702 P 134 ALSO EXC COM AT SW COR LOT 4 BLK 574 FOR POB TH WLY ALG WESTERN AVE 20.5 FT TO SE COR LOT 5 TH NLY TO SLY LN C&O RR R/W TH SELY ALG SLY LN OF SD R/W TO NW COR LOT 3 BLK 577 TH S ALG W LN LOT 3 TO NE COR LOT 4 TH WLY ALG NLY LN LOT 4 40 FT TO NW COR SD LOT TH SLY ALG W LN TO POB EXC THAT PART OF BLK 578 DESCRIBED AS COM AT THE SE COR OF LOT 4 BLK 577 TH S 88D 40M 42S W ALG N R-O-W LINE OF WESTERN AVE 847.60 FT TH N 01D 31M 57S W 256.10 FT TH N 32 D 02M 28S E 47 FT TH N 55D 40M 08S E 89.20 FT TH N 35D 29M 57S W 127.65 FT TH N 02D 27M 17S W Z:\2020\201515\WORK\REPT\BROWNFIELD PLAN AMENDMENT\2023 2ND AMENDMENT\ADELAIDE POINTE_FINAL_2ND AMENDMENT, BROWNFIELD PLAN AMENDMENT_REV 3123.DOCX March 1, 2023 Fishbeck | Page 9 553 FT TH S 55D 37M 53S W 243 FT TH N 34D 22M 07S W 235.92 FT TO POB TH N 33D 32M 57S W 16.08FT TH N 62D 10M 01S E 211.19 FT TH S 87D 42M 46S E 126.81 FT TH N 71D 39M 34S E 169.45 FT TH S 53D 57M 29S E 104.89 FT TH S 36D 27M 44S E 604.13 FT TH S 01D 31M 44S E 16 FT TH S 38D 27M 16S W 8.34 FT TH N 36D 27M 44S W 610.01FT TH N 53D 57M 29S W 94.21 FT TH S 71D 39M 34S W 164.14 FT TH N 87D 42M 46S W 125.42 FT TH S 62D 10M 01S W 205.29 FT TO POB • The Property layout is depicted on Figure 2. • The Property is considered an “eligible property” as defined by Act 381 because the Property is a facility pursuant to Part 201. Facility verification is included in Attachment C. • New personal property added to the Property is included as part of the Eligible Property to the extent it is taxable. 2.8 Estimates of Residents and Displacement of Individuals/Families No residents or families will be displaced because of the Project. 2.9 Plan for Relocation of Displaced Persons Not applicable. 2.10 Provisions for Relocation Costs Not applicable. 2.11 Strategy for Compliance with Michigan’s Relocation Assistance Law Not applicable. 2.12 Other Material that the Authority or Governing Body Considers Pertinent The Project will significantly improve the Muskegon Lake shoreline through revitalization of Property once used for industrial purposes. Existing structures will be revitalized, and environmental exposure risks mitigated. A new marina with transient boat slips will provide local citizens and tourists with opportunities to access the vibrant Muskegon downtown and other nearby recreational activities. Construction of new boat storage and residential condominiums will expand Muskegon Lake access and increase long-term tax revenues for the City of Muskegon and the State of Michigan. The Development will also create numerous job opportunities for the community. Z:\2020\201515\WORK\REPT\BROWNFIELD PLAN AMENDMENT\2023 2ND AMENDMENT\ADELAIDE POINTE_FINAL_2ND AMENDMENT, BROWNFIELD PLAN AMENDMENT_REV 3123.DOCX City of Muskegon Brownfield Redevelopment Authority Amendment to Brownfield Plan Amendment for the Adelaide Pointe Project at 1204 West Western Avenue Muskegon, Michigan Initial Brownfield Plan Amendment Approved by the City of Muskegon October 12, 2021 Brownfield Redevelopment Authority Initial Brownfield Plan Amendment Approved by the City of Muskegon Board October 26, 2021 of Commissioners Amendment to Brownfield Plan Amendment Approved by the City of Muskegon Brownfield Redevelopment Authority Amendment to Brownfield Plan Amendment Approved by the City of Muskegon Board of Commissioners Prepared with the assistance of: Fishbeck 1515 Arboretum Drive SE Grand Rapids, Michigan 49546 616-464-3876 Table of Contents Fishbeck | Page i 1.0 Introduction ...................................................................................................................................................1 1.1 Proposed Redevelopment and Future Use for the Eligible Property ................................................1 1.2 Eligible Property Information ............................................................................................................2 2.0 Information Required by Section 13(2) of the Statute ...................................................................................2 2.1 Description of Costs to Be Paid for With Tax Increment Revenues ..................................................2 2.2 Summary of Eligible Activities ...........................................................................................................4 2.3 Estimate of Captured Taxable Value and Tax Increment Revenues ..................................................5 2.4 Maximum Amount of Note or Bonded Indebtedness .......................................................................5 2.5 Duration of Brownfield Plan..............................................................................................................5 2.6 Estimated Impact of Tax Increment Financing on Revenues of Taxing Jurisdiction ..........................5 2.7 Legal Description, Property Map, Statement of Qualifying Characteristics and Personal Property..5 2.8 Estimates of Residents and Displacement of Individuals/Families....................................................5 2.9 Plan for Relocation of Displaced Persons..........................................................................................6 2.10 Provisions for Relocation Costs .........................................................................................................6 2.11 Strategy for Compliance with Michigan’s Relocation Assistance Law...............................................6 2.12 Other Material that the Authority or Governing Body Considers Pertinent .....................................6 List of Figures Figure 1 – Location Map Figure 2 – Site Layout Map List of Tables Table 1 – Tax Increment Revenue Capture Table 2 – Tax Increment Revenue Reimbursement Allocation List of Attachments Attachment A Resolution(s) Attachment B Conceptual Renderings Attachment C Environmental Data Tables and Exceedance Map Attachment D Reimbursement Agreement December 7, 2022 Fishbeck | Page 1 1.0 Introduction The City of Muskegon Brownfield Redevelopment Authority (the “Authority” or MBRA) was established by the City of Muskegon pursuant to the Brownfield Redevelopment Financing Act, Michigan Public Act 381 of 1996, as amended (“Act 381”). The primary purpose of Act 381 is to encourage the redevelopment of eligible property by providing economic development incentives through tax increment financing for certain eligible properties. On October 26, 2021, the City of Muskegon (the “City”) approved a Brownfield Plan Amendment (BPA) to incorporate 1148 and 1204 West Western Avenue (“Eligible Property”, “Site”, or “Property”) into the City’s existing Brownfield Plan. The BPA detailed redevelopment plans for a five-phase redevelopment at the Eligible Property, including eligible activity costs and related reimbursement through local-only tax increment financing. This amendment to the BPA has been prepared to add state school tax capture for reimbursement of costs related to Michigan Strategic Fund (MSF) eligible activities during the first three immediate phases of redevelopment. Future amendments to this amended BPA may be pursued for phases four and five of the development. See Attachment A for copies of amended BPA resolutions. 1.1 Proposed Redevelopment and Future Use for the Eligible Property The Developer, Adelaide Pointe QOZB, LLC, is proposing to redevelop a former industrial site located at 1204 West Western Avenue (1148 & 1204 West Western Avenue are now combined), Muskegon, Michigan. Figures 1 and 2 depict the Eligible Property location and layout. Redevelopment consists of five phases that are anticipated to be completed by 2030. Phases one through three are the focus of this amended BPA. Development phasing is described below: Development Phase Anticipated/Actual Desired/Actual Start Date Completion Date Phase I – Revitalize existing buildings for boat Spring/Summer Spring 2022 storage 2021 Phase II – Construction of marina, mixed-use Spring 2023 Fall/Winter 2024 building, boater services building* Phase III – Construction of 55-unit residential condo Spring 2023 Fall/Winter 2024 building* Phase IV – Construction of hotel and 50 boat Spring 2024 Fall 2027 storage units and warehouse Phase V – Construction of residential condos Spring 2025 Fall 2030 Phases one through three include revitalizing the existing site structures for boat storage, business offices, and lease space (approx. 218,000 sf); creation of a new 280 slip marina and construction of a new three-story, mixed- use building with ground level retail and office space (approximately 14,700 gross sf), a second-floor restaurant (approximately 3,700 sf), and third floor deck area (approx. 3,700 sf) (the “Project”). The Project will also create an approximately 4,300 sf boater services and a 55 unit 4-story (90,000 gross sf) residential condo building. The Project will create a walkable community that incorporates public access to waterfront activities (e.g., swimming, Z:\2020\201515\WORK\REPT\BROWNFIELD PLAN AMENDMENT\2022 AMENDMENT\ADELAIDE POINTE_FINAL_BROWNFIELD PLAN AMENDMENT_2022_12722.DOCX November 22, 2022 Fishbeck | Page 2 fishing, boating), inviting greenspace areas, and transient docking. Sustainable development techniques are proposed throughout the Project, including mass timber construction, solar boardwalks and roof systems, electric vehicle charging stations, low-impact development stormwater management, and integrated parking. Total private investment in Phases one through three, not including property acquisition, is approximately $85,000,000. The mixed-use waterfront development will create approximately 100 new jobs (retail, office, restaurant, marina) and provide contractor work for hundreds of temporary construction workers. In addition to environmental activities, this amendment to the BPA includes non-environmental eligible activities necessary to complete the Project. Non-environmental activities will include demolition, lead/asbestos abatement, site preparation and public infrastructure improvements. Public infrastructure improvements will include upgrades to the public utilities (water main, sanitary sewer, and storm sewer), public roadways, marina and solar docks. Site preparation activities will include specialized foundations, clearing and grubbing, dredging, compaction and sub-base preparation, cut and fill, excavation for unstable material, geotechnical engineering, grading/land balancing, relocation of utilities, temporary erosion controls, temporary site control, surveying and staking, architectural and engineering costs and mass grading. 1.2 Eligible Property Information The 35-acre Property is located at the west end of West Western Avenue on the south shore of Muskegon Lake. Since the late 1800s, the Property has been utilized for industrial purposes, primarily a lumberyard followed by foundry operations. Based on a recent Phase II Environmental Site Assessment (ESA), completed in December 2020, these past industrial uses have resulted in widespread contamination across the Property. Known contaminants in the soil with concentrations exceeding Michigan Department of Environment, Great Lakes, and Energy (EGLE) Part 201 Generic Residential Cleanup Criteria (GRCC) include tetrachloroethylene (PCE), arsenic, cadmium, chromium (total), copper, mercury, selenium, silver and zinc. Groundwater contaminants with concentrations identified above Part 201 GRCC consist of benzene, 2-methylnaphthalene, naphthalene, cadmium, chromium (total), copper, lead, mercury, and zinc. The Developer is not a liable party and completed a Baseline Environmental Assessment (BEA) in accordance with Part 201 of the Natural Resources and Environmental Protect Act, 1995 PA 451, as amended (NREPA). Given the known contamination, the Property is a “facility” pursuant to Part 201 of NREPA. As such, it is considered an “eligible property” as defined by the Michigan Redevelopment Financing Act, Act 381 of 1996. The location and layout of the Property are depicted in Figures 1 and 2. Environmental data tables and an exceedance map are provided in Attachment C. 2.0 Information Required by Section 13(2) of the Statute 2.1 Description of Costs to Be Paid for With Tax Increment Revenues Tax increment revenues will be used to reimburse the Developer and City, as applicable, for the following eligible activities. • Pre-approved BEA, documentation of due care, asbestos/lead paint survey, and additional due care assessment • Due care activities • Asbestos, lead paint, and mold abatement • Select building and site demolition • Site preparation • Infrastructure improvements (public) Z:\2020\201515\WORK\REPT\BROWNFIELD PLAN AMENDMENT\2022 AMENDMENT\ADELAIDE POINTE_FINAL_BROWNFIELD PLAN AMENDMENT_2022_12722.DOCX November 22, 2022 Fishbeck | Page 3 • 15% contingency • Brownfield Plan Amendment • Brownfield Plan Amendment Implementation • Interest The table below provides an eligible activity cost summary for the Project. EGLE Eligible Activities Estimated Cost Department Specific Activities Pre-Approved Sub-Total $350,000 BEA activities $52,000 Documentation of due care $33,000 Hazardous materials survey (e.g., asbestos, lead paint, etc.) $20,000 Due care assessment $245,000 EGLE Eligible Activities Total Costs $350,000 Interest (5%) $15,354 EGLE Eligible Costs Sub-Total $365,354 Summary of Eligible Activity Costs - Developer MSF Estimated Redevelopment Developer MSF Eligible Activities Total Cost Completion Phase Related Cost Schedule to Activity Public Infrastructure Improvements Sub-Total $8,100,000 $8,100,000 Public Parks (Linear Park, East Peninsula Park, $2,000,000 $2,000,000 2023-2024 Phase II & III Commuter Bike Path) Public Shopper Dock and Public Transient Dock $1,300,000 $1,300,000 2023-2024 Phase II Marina Basin- (breakwater system/public $4,300,000 $4,300,000 2023-2024 Phase II access path) Solar Powered Docks $500,000 $500,000 2023-2024 Phase II Site Preparation Sub-Total $6,750,000 $6,750,000 Specialized Foundations $905,000 $905,000 2023-2024 Phase II-V Z:\2020\201515\WORK\REPT\BROWNFIELD PLAN AMENDMENT\2022 AMENDMENT\ADELAIDE POINTE_FINAL_BROWNFIELD PLAN AMENDMENT_2022_12722.DOCX November 22, 2022 Fishbeck | Page 4 Clearing and Grubbing $300,000 $300,000 2023-2024 Phase II & III Dredging $800,000 $800,000 2023-2024 Phase II & III Compaction and Sub-Base Preparation $350,000 $350,000 2023-2024 Phase II & III Cut and Fill $300,000 $300,000 2023-2024 Phase II Excavation for Unstable Material $70,000 $70,000 2023-2024 Phase II & III Fill $850,000 $850,000 2023-2024 Phase II & III Geotechnical Engineering $180,000 $180,000 2023-2024 Phase I, II & III Grading/Land Balancing $1,550,000 $1,550,000 2023-2024 Phase II & III Relocation of Active Utilities $350,000 $350,000 2023-2024 Phase II & III Temporary Erosion Controls $110,000 $110,000 2023-2024 Phase II & III Temporary Facility $165,000 $165,000 2023-2024 Phase II & III Temporary Site Control $195,000 $195,000 2023-2024 Phase II & III Surveying and Staking $125,000 $125,000 2023-2024 Phase II & III Architectural/Engineering Costs Related to $500,000 $500,000 2023-2024 Phase II & III Eligible Activities MSF Eligible Activities Sub-Total $14,850,000 $14,850,000 Contingency (15 %) $2,227,500 $2,227,500 Phase II-V Interest (5 %)* $7,281,564 $7281,564 Phase I-V Brownfield Plan and Work Plan Preparation $10,000 $10,000 Phase I Brownfield Plan and Work Plan $10,000 $10,000 Phase I Implementation MSF Eligible Activities Total Costs $24,379,064 $24,379,064 *Interest collected at a 5% rate and capped at less than $8,000,000 Z:\2020\201515\WORK\REPT\BROWNFIELD PLAN AMENDMENT\2022 AMENDMENT\ADELAIDE POINTE_FINAL_BROWNFIELD PLAN AMENDMENT_2022_12722.DOCX November 22, 2022 Fishbeck | Page 5 ELIGIBLE ACTIVITIES COST SUMMARY- City of Muskegon Activities MSF Eligible Non-Environmental Activities Total Cost City of Estimated Redevelopment Muskegon Cost Completion Phase Related Schedule Activity Public Infrastructure (sub-total) $6,743,620 $6,743,620 Public Roadways $4,000,000 $4,000,000 2023-2024 Phase II West Western Avenue Reconfiguration-Roadway $1,023,620 $1,023,620 2023-2024 Phase II Water Main $850,000 $850,000 2023-2024 Phase II Sanitary Sewer $600,000 $600,000 2023-2024 Phase II Storm Sewer $270,000 $270,000 2023-2024 Phase II Local Only Non-Environmental Activities Total Costs $6,743,620 $6,743,620 Interest (5%) $1,357,768 $1,357,768 Total City of Muskegon Bond Eligible Costs $8,101,388 $8,101,388 LOCAL ONLY ELIGIBLE ACTIVITIES COST SUMMARY (Developer) Local Only Eligible Activities Estimated Cost Department Specific Activities Due Care Sub-Total $3,250,000 Vapor intrusion mitigation $500,000 Soil capping $1,500,000 Dewatering $250,000 Contaminated Soil/Dredge Materials Removal and Disposal $1,000,000 Local Only Department Specific Activities Total Costs $3,250,000 Non-Environmental Activities Z:\2020\201515\WORK\REPT\BROWNFIELD PLAN AMENDMENT\2022 AMENDMENT\ADELAIDE POINTE_FINAL_BROWNFIELD PLAN AMENDMENT_2022_12722.DOCX November 22, 2022 Fishbeck | Page 6 Asbestos, Lead based Paint and Mold Abatement $250,000 Demolition $500,000 Site Preparation (Sub-total) $3,160,000 Specialized Foundations $1,250,000 Clearing and Grubbing $150,000 Compaction and Sub-Base Preparation $10,000 Geotechnical Engineering $50,000 Relocation of Active Utilities $100,000 Surveying & Staking $100,000 Architectural/Engineering Costs Related to Eligible Activities $1,500,000 Public Infrastructure (Sub-total) $1,900,000 Solar Powered Docks (public) $500,000 Community Building/Clubhouse and Pool (Public) $1,400,000 Non-Environmental Local Only Eligible Costs $5,810,000 Contingency (15%) $871,500 Brownfield Plan/Act 381 Workplan Preparation $10,000 Interest (5%)* $2,462,900 Total EGLE and Non-Environmental Local Only Eligible Costs $12,404,400 *5% Interest capture begins after MSF Non-Environmental Costs are reimbursed 2.2 Summary of Eligible Activities Eligible activities as defined by Act 381 and included in this amended BPA consist of the following: Pre-Approved Activities: These activities are permitted to occur prior to amended BPA approval. Preparation of a Phase I ESA, BEA and Documentation of Due Care Compliance were necessary to protect the new Property owner/Developer from liability for environmental contamination. A Hazardous Materials Investigation was conducted to evaluate potential asbestos, lead paint, and other hazardous materials, as required by regulatory agencies prior to select building demolition activities. Due care assessment will be conducted to verify compliance with applicable due care obligations. Pre-approved activities can be reimbursed from state school and local tax increment revenues. Z:\2020\201515\WORK\REPT\BROWNFIELD PLAN AMENDMENT\2022 AMENDMENT\ADELAIDE POINTE_FINAL_BROWNFIELD PLAN AMENDMENT_2022_12722.DOCX November 22, 2022 Fishbeck | Page 7 Due Care Activities: Due care activities will include implementation of vapor intrusion mitigation systems, as applicable, to prevent unacceptable exposures to potential indoor air inhalation concerns. Soil capping will be completed to protect against direct contact concerns related to known contamination. Contaminated soils/dredge materials which cannot be utilized on the Property will be hauled to an appropriate Type 2 landfill for disposal. During construction activities, dewatering may be necessary. Contaminated groundwater will be properly managed to comply with due care. Due care costs will include environmental oversight and management. Asbestos, Lead Paint, and Mold Abatement: Prior to select building demolition activities, asbestos, lead paint, and mold were abated, as applicable, in accordance with applicable regulatory guidelines. Demolition: Select building and Site demolition will be necessary to facilitate safe redevelopment and reuse of the Property. Site Preparation: Site preparation is expected to include specialized foundations due to unsuitable urban fill material across the Site, clearing and grubbing in preparation for redevelopment, dredging, compaction and sub- base preparation, cut and fill, excavation for unstable material, fill, geotechnical engineering, grading, land balancing, relocation of active utilities, temporary erosion control, temporary facility, temporary site control, surveying, staking, and appropriate associated professional engineering/architectural fees related to the eligible activities. All the site preparation activities are necessary to support the redevelopment. Public Infrastructure Improvements: Public Infrastructure improvements will be made by both the Developer and City of Muskegon in the public right-of-way and publicly accessible land as outlined in the signed Cooperative Use Agreement between the City of Muskegon and AP dated September 13, 2022. Public infrastructure activities, including public parks (Linear Park, East Peninsula Park and the commuter bike path), public roadways (Adelaide Avenue), West Western Avenue reconstruction, public/transient shopper and dockage and dock slips, new and upgraded water main, sanitary sewer and storm sewer utilities, solar power infrastructure for the public shopper and transient dockage and marina upgrades including the breakwater with public access path. Amended BPA Preparation: This amended BPA was required for authorization of reimbursement to the Developer and City, as applicable, from tax increment revenues under Public Act 381 of 1996, as amended. Amended BPA Implementation: Tracking, submittal, review of invoices for reimbursement, plan compliance, and data reporting will be conducted. Contingency: A 15% contingency is included for those activities not already completed. Interest: A 5% interest on unreimbursed eligible activities is included. 2.3 Estimate of Captured Taxable Value and Tax Increment Revenues The base year of this amended BPA is 2021, as established in the approved BPA. The 2021 taxable value of the eligible property was $903,810. After completion of the development (Phases one, two and three), the taxable value is estimated at $42,875,000. This amended BPA assumes a 1.0% annual increase in the taxable value of the Eligible Property. Initial capture is anticipated to begin in 2023. The estimated captured taxable value for the redevelopment by year and in aggregate for each taxing jurisdiction is depicted in tabular form (Table 1: Tax Increment Revenue Capture). Actual taxable values and tax increment revenues may vary year to year based on economic and market conditions, tax incentives, building additions, and property improvements, among other factors. A summary of the estimated reimbursement schedule by year and in aggregate is presented as Table 2: Tax Increment Revenue Reimbursement Allocation. Z:\2020\201515\WORK\REPT\BROWNFIELD PLAN AMENDMENT\2022 AMENDMENT\ADELAIDE POINTE_FINAL_BROWNFIELD PLAN AMENDMENT_2022_12722.DOCX November 22, 2022 Fishbeck | Page 8 Method of Financing and Description of Advances Made by the Municipality The cost of the eligible activities included in this amended BPA will be paid for by the Developer and the City. The Developer and City will seek reimbursement for eligible activity costs through capture of available local and state (as applicable) school tax increment revenues as permitted by Act 381. Additionally, as necessary personal property taxes may be utilized as well for reimbursement. Refer to Attachment D for a copy of the Reimbursement Agreement. 2.4 Maximum Amount of Note or Bonded Indebtedness The City of Muskegon may finance eligible public infrastructure improvements and other eligible activities, as applicable, via municipal bonds with tax increment financing as the pay back mechanism subject to the terms outlined in the Reimbursement/Development Agreement (Attachment D). The estimated total bond amount will not exceed $10,500,000 with interest added at 5 %. 2.5 Duration of Brownfield Plan Capture of tax increment revenues for the City reimbursement is anticipated to commence in 2023 and end in 2031. Developer reimbursement will follow with an estimated start date of 2023. The anticipated end date for Developer reimbursement is 2046. It is projected that the amended BPA will extend 29 years, which assumes five years of additional capture of tax increment revenues for deposit into a Local Brownfield Revolving Fund, if available. 2.6 Estimated Impact of Tax Increment Financing on Revenues of Taxing Jurisdiction The estimated amount of tax increment revenues to be captured for this redevelopment from each taxing jurisdiction by year and in aggregate is presented in Tables 1 and 2. 2.7 Legal Description, Property Map, Statement of Qualifying Characteristics and Personal Property • The legal description is as follows: 1204 W. Western Avenue CITY OF MUSKEGON PART OF SECTION 25 T10N R17W PRT OF BLKS 578-580 DESC AS FOLS COM AT SE COR LOT 4 BLK 577 TH S 88D 15M W ALG SLY LN SD BLK 577 EXTND (ALSO BEING NLY LN WESTERN AVE) 847.15 FT FOR POB TH N 01D 56M 50S W 256.10 FT TH N 31D 37M 35S E 47 FT TH N 55D 15M 15S E 89.20 FT TH N 35D 54M 50S W 127.65 FT TH N 02D 52M 10S W 553 FT TH S 55D 13 M W 243 FT TH N 34D 47M W 330 FT M/L TO SHORE OF MUSKEGON LAKE REFERRED TO AS PT B TH RECOM AT POB TH S 88D 15M W ALG NLY LN WESTERN AVE 18.65 FT TH SWLY ALG SD NLY LN WESTERN AVE ALG ARC OF A 430.61 FT RAD CURVE TO LT 158.33 FT (LC SD CURVE BEARS S 77D 43M 00S W 157.44 FT & CENTRAL ANG SD CURVE IS 21D 04M 00) TO WLY LN NELY 200 FT OF SD BLK 580 TH N 35D 2M 10S W ALG SD WLY LN SD NELY 200 FT DIST 850 FT M/L TO SHORE OF MUSKEGON LAKE REFERRED TO AS PT C TH NWLY SELY & NELY ALG SHORE OF MUSKEGON LAKE 1300 FT M/L FROM SD PT C TO SD PT B EXC THAT PRT OF ABOVE DESC PARCEL THAT LIES WITHIN THE CHESAPEAKE & OHIO RR ROW EXC THAT PART TAKEN BY THE CITY OF MUSKEGON FOR THE LAKESHORE TRAIL BIKE PATH DESC AS THAT PART OF BLKS 578 & 580 DESC AS COM @ SE COR LOT 4 BLK 577 TH S 88D 40M 42S W ALG N ROW LN WESTERN AVE 847.60 FT TH N 01D 31M 57S W 256.10 FT TH N 32D 02M 28S E 47 FT TH N 55D 40M 08S E 89.20 FT TH N 35D 29M 57S Z:\2020\201515\WORK\REPT\BROWNFIELD PLAN AMENDMENT\2022 AMENDMENT\ADELAIDE POINTE_FINAL_BROWNFIELD PLAN AMENDMENT_2022_12722.DOCX November 22, 2022 Fishbeck | Page 9 W 127.65 FT TH N 02D 27M 17S W 553 FT TH S 55D 37M 53S W 243 FT TH N 34D 22M 07S W 235.92 FT TO POB TH S 50D 44M 04S W 329.75 FT TH S 20D 19M 09S W 96.30 FT TH S 23D 53M 54S E 405.55 FT TH N 34D 34M 00S W ALG NE LN LAKESHORE YACHT HARBOUR 86.43 FT TH N 23D 53M 54S W 327.11 FT TH N 20D 19M 09S E 107.14 FT TH N 50D 44M 04S E 335.70 FT TH S 33D 32M 57S E 16.08 FT TO POB TAKEN FOR LAKESHORE TRAIL BIKE PATH ACROSS SD PROPERTY AND COM AT SE COR LOT 4 BLK 577 FOR POB TH N 1 DEG 41 MIN W 158.40 FT TH N 76 DEG 43 MIN W 103.55 FT TH NWLY ON THE ARC OF A 492.47 FT RAD CURVE TO THE RT 110.31 FT (LONG CORD BEARS N 70D 18M W 110.07 FT CENTRAL ANGLE IS 12D 50M 00S) TH N 63 DEG 53 MIN W 67 FT TH N 2 DEG 4 MIN W 33.8 FT TO RR R/W TH CON'T N 2 DEG 4 MIN W 367.7 FT TH N 37 DEG W 730 FT TH N 48 DEG W 600 FT M/L TO MUSKEGON LAKE TO A PT A RECOM AT POB TH S 88 DEG 15 MIN W 847.15 FT TH N 1 DEG 56 MIN 50 SEC W 256.1 FT TH N 31 DEG 37 MIN 35 SEC E 47 FT TH N 55 DEG 15 MIN 15 SEC E 89.2 FT TH N 35 DEG 54 MIN 50 SEC W 127.65 FT TH N 2 DEG 52 MIN 10 SEC W 553 FT TH S 55 DEG 13 MIN W 243 FT TH N 34 DEG 47 MIN W 330 FT M/L TO THE SHORE OF MUSKEGON LAKE TO A PT REFERRED TO AS PT B TH WLY ALG SHORE LN 1500 FT M/L TO SD PT A EXC THAT PART LYING WITHIN C&O RR R/W RECORDED IN L 702 P 134 ALSO EXC COM AT SW COR LOT 4 BLK 574 FOR POB TH WLY ALG WESTERN AVE 20.5 FT TO SE COR LOT 5 TH NLY TO SLY LN C&O RR R/W TH SELY ALG SLY LN OF SD R/W TO NW COR LOT 3 BLK 577 TH S ALG W LN LOT 3 TO NE COR LOT 4 TH WLY ALG NLY LN LOT 4 40 FT TO NW COR SD LOT TH SLY ALG W LN TO POB EXC THAT PART OF BLK 578 DESCRIBED AS COM AT THE SE COR OF LOT 4 BLK 577 TH S 88D 40M 42S W ALG N R-O-W LINE OF WESTERN AVE 847.60 FT TH N 01D 31M 57S W 256.10 FT TH N 32 D 02M 28S E 47 FT TH N 55D 40M 08S E 89.20 FT TH N 35D 29M 57S W 127.65 FT TH N 02D 27M 17S W 553 FT TH S 55D 37M 53S W 243 FT TH N 34D 22M 07S W 235.92 FT TO POB TH N 33D 32M 57S W 16.08FT TH N 62D 10M 01S E 211.19 FT TH S 87D 42M 46S E 126.81 FT TH N 71D 39M 34S E 169.45 FT TH S 53D 57M 29S E 104.89 FT TH S 36D 27M 44S E 604.13 FT TH S 01D 31M 44S E 16 FT TH S 38D 27M 16S W 8.34 FT TH N 36D 27M 44S W 610.01FT TH N 53D 57M 29S W 94.21 FT TH S 71D 39M 34S W 164.14 FT TH N 87D 42M 46S W 125.42 FT TH S 62D 10M 01S W 205.29 FT TO POB • The Property layout is depicted on Figure 2. • The Property is considered an “eligible property” as defined by Act 381 because the Property is a facility pursuant to Part 201. Facility verification is included in Attachment C. • New personal property added to the Property is included as part of the Eligible Property to the extent it is taxable. 2.8 Estimates of Residents and Displacement of Individuals/Families No residents or families will be displaced because of the Project. 2.9 Plan for Relocation of Displaced Persons Not applicable. 2.10 Provisions for Relocation Costs Not applicable. 2.11 Strategy for Compliance with Michigan’s Relocation Assistance Law Not applicable. 2.12 Other Material that the Authority or Governing Body Considers Pertinent The Project will significantly improve the Muskegon Lake shoreline through revitalization of Property once used for industrial purposes. Existing structures will be revitalized, and environmental exposure risks mitigated. A new Z:\2020\201515\WORK\REPT\BROWNFIELD PLAN AMENDMENT\2022 AMENDMENT\ADELAIDE POINTE_FINAL_BROWNFIELD PLAN AMENDMENT_2022_12722.DOCX November 22, 2022 Fishbeck | Page 10 marina with transient boat slips will provide local citizens and tourists with opportunities to access the vibrant Muskegon downtown and other nearby recreational activities. Construction of new boat storage and residential condominiums will expand Muskegon Lake access and increase long-term tax revenues for the City of Muskegon and the State of Michigan. The Development will also create numerous job opportunities for the community. Z:\2020\201515\WORK\REPT\BROWNFIELD PLAN AMENDMENT\2022 AMENDMENT\ADELAIDE POINTE_FINAL_BROWNFIELD PLAN AMENDMENT_2022_12722.DOCX City of Muskegon Brownfield Redevelopment Authority Brownfield Plan Amendment for the Adelaide Pointe Project at 1148 & 1204 West Western Avenue Muskegon, Michigan Approved by the City of Muskegon Brownfield Redevelopment Authority Approved by the City of Muskegon Board of Commissioners Prepared with the assistance of: Fishbeck 1515 Arboretum Drive SE Grand Rapids, Michigan 49546 616-464-3876 Table of Contents Fishbeck | Page i 1.0 Introduction ...................................................................................................................................................1 1.1 Proposed Redevelopment and Future Use for the Eligible Property ................................................1 1.2 Eligible Property Information ............................................................................................................1 2.0 Information Required by Section 13(2) of the Statute ...................................................................................2 2.1 Description of Costs to Be Paid for With Tax Increment Revenues ..................................................2 2.2 Summary of Eligible Activities ...........................................................................................................4 2.3 Estimate of Captured Taxable Value and Tax Increment Revenues ..................................................5 2.4 Maximum Amount of Note or Bonded Indebtedness .......................................................................5 2.5 Duration of Brownfield Plan..............................................................................................................5 2.6 Estimated Impact of Tax Increment Financing on Revenues of Taxing Jurisdiction ..........................5 2.7 Legal Description, Property Map, Statement of Qualifying Characteristics and Personal Property..5 2.8 Estimates of Residents and Displacement of Individuals/Families....................................................5 2.9 Plan for Relocation of Displaced Persons..........................................................................................6 2.10 Provisions for Relocation Costs .........................................................................................................6 2.11 Strategy for Compliance with Michigan’s Relocation Assistance Law...............................................6 2.12 Other Material that the Authority or Governing Body Considers Pertinent .....................................6 List of Figures Figure 1 – Location Map Figure 2 – Site Layout Map List of Tables Table 1 – Tax Increment Revenue Capture Table 2 – Tax Increment Revenue Reimbursement Allocation List of Attachments Attachment A Brownfield Plan Resolution(s) Attachment B Conceptual Renderings Attachment C Environmental Data Tables and Map Attachment D Reimbursement Agreement October 4, 2021 Fishbeck | Page 1 1.0 Introduction The City of Muskegon Brownfield Redevelopment Authority (the “Authority” or MBRA) was established by the City of Muskegon pursuant to the Brownfield Redevelopment Financing Act, Michigan Public Act 381 of 1996, as amended (“Act 381”). The primary purpose of Act 381 is to encourage the redevelopment of eligible property by providing economic development incentives through tax increment financing for certain eligible properties. This Brownfield Plan Amendment (“Plan Amendment”) serves as an amendment to the City of Muskegon’s existing Brownfield Plan, allowing inclusion of the eligible property described in Sections 1.1 and 1.2 below. Incorporation of eligible property into the City’s Brownfield Plan permits the use of tax increment financing to reimburse Adelaide Pointe QOZB, LLC (“Developer”) for the cost of eligible activities required to redevelop the eligible property. See Attachment A for copies of Plan Amendment resolutions. 1.1 Proposed Redevelopment and Future Use for the Eligible Property The Developer is proposing to redevelop a former industrial site located at 1148 and 1204 West Western Avenue, Muskegon, Michigan (the “Property”). Proposed redevelopment activities include: revitalizing existing site structures for boat storage, busines offices, and lease space (approx. 218,000 sf); creation of a new 280 slip marina and construction of a three-story, mixed-use building with ground level retail and office space, a second- floor restaurant, and third floor deck area (approx. 7,500 sf); 50 boat condos (totaling approx. 250,000 gross sf); and 250 - 300 residential condo units (averaging approx. 1,500 sf each) within a six building footprint (the “Project”). The Project will create a walkable community that incorporates public access to waterfront activities (e.g., swimming, fishing, boating), inviting greenspace areas, and transient docking. Sustainable development techniques are proposed throughout the Project, including solar boardwalks and roof systems, electric vehicle charging stations, low-impact development stormwater management, and integrated parking. Total private investment, not including property acquisition, is approximately $250,000,000. The mixed-use waterfront development will create approximately 100 new jobs (retail, office, restaurant, marina) and provide contractor work for hundreds of temporary construction workers. Conceptual renderings are provided in Attachment B. The structured five-phase development is summarized in the table below. Development Phase Anticipated Start Date Desired Completion Date Phase I – Revitalize existing buildings for boat storage Spring/Summer 2021 Summer/Fall 2021 Phase II – Creation of forklift in/out service Spring 2022 Spring/Summer 2022 Phase III – Construction of marina, mixed-use building Spring 2022 Fall 2022 Phase IV – Construction of 50 boat storage and Spring 2024 Fall 2027 warehouse Phase V – Construction of residential condos Spring 2025 Fall 2030 1.2 Eligible Property Information The 35-acre Property is located at the west end of West Western Avenue on the south shore of Muskegon Lake. Since the late 1800s, the Property has been utilized for industrial purposes, primarily a lumberyard followed by foundry operations. Based on a recent Phase II Environmental Site Assessment (ESA) completed in December Z:\2020\201515\WORK\REPT\BROWNFIELD PLAN AMENDMENT\ADELAIDE POINTE_FINAL_BROWNFIELD PLAN AMENDMENT_2021_1005.DOCX October 5, 2021 Fishbeck | Page 2 2020, these past industrial uses have resulted in widespread contamination across the Property. Known contaminants in the soil with concentrations exceeding Michigan Department of Environment, Great Lakes, and Energy (EGLE) Part 201 Generic Residential Cleanup Criteria (GRCC) include tetrachloroethylene (PCE), arsenic, cadmium, chromium (total), copper, and selenium. Groundwater contaminants with concentrations identified above Part 201 GRCC consist of benzene, cadmium, chromium (total), copper, lead, mercury, and zinc. The Developer is not a liable party and completed a Baseline Environmental Assessment (BEA) in accordance with Part 201 of the Natural Resources and Environmental Protect Act, 1995 PA 451, as amended (NREPA). Given the known contamination, the Property is a “facility” pursuant to Part 201 of NREPA. As such, it is considered an “eligible property” as defined by the Michigan Redevelopment Financing Act, Act 381 of 1996. Maps depicting the location and layout of the Property are attached as Figures 1 and 2. Environmental data tables and map are provided in Attachment C. 2.0 Information Required by Section 13(2) of the Statute 2.1 Description of Costs to Be Paid for With Tax Increment Revenues Act 381 provides pre-approval for certain activities that have been conducted at the Property. Additional activities require BRA approval for reimbursement from local, school operating, and state education taxes. Tax increment revenues will be used to reimburse the Developer and the City of Muskegon for the following eligible activities. • Pre-approved BEA, documentation of due care, asbestos/lead paint survey, and additional due care assessment • Due care activities • Asbestos, lead paint, and mold abatement • Select building and site demolition • Site preparation • Infrastructure improvements (public)- Developer & City • 15% contingency • Brownfield Plan Amendment • Brownfield Plan Amendment Implementation • Interest The table below provides an eligible activity cost summary for the Project. Z:\2020\201515\WORK\REPT\BROWNFIELD PLAN AMENDMENT\ADELAIDE POINTE_FINAL_BROWNFIELD PLAN AMENDMENT_2021_1005.DOCX October 5, 2021 Fishbeck | Page 3 ELIGIBLE ACTIVITIES COST SUMMARY EGLE Eligible Activities Estimated Cost Department Specific Activities $350,000 1. Pre-Approved Sub-Total $52,000 a. BEA activities $33,000 b. Documentation of due care $20,000 c. Hazardous materials survey (e.g., asbestos, lead paint, etc.) d. Due care assessment $245,000 EGLE Eligible Activities Total Costs $350,000 Interest (5%) $15,354 EGLE Eligible Costs Sub-Total $365,354 Local Only Eligible Activities Estimated Cost Department Specific Activities 2. Due Care Sub-Total $3,250,000 a. Vapor intrusion mitigation $500,000 b. Soil capping $1,500,000 c. Dewatering $250,000 d. Contaminated Soil/Dredge Materials Removal and Disposal $1,000,000 Local Only Department Specific Activities Total Costs $3,250,000 Non-Environmental Activities 3. Asbestos, lead paint, and mold abatement Sub-Total $1,250,000 4. Demolition (select interior and site grounds) Sub-Total $1,500,000 Z:\2020\201515\WORK\REPT\BROWNFIELD PLAN AMENDMENT\ADELAIDE POINTE_FINAL_BROWNFIELD PLAN AMENDMENT_2021_1005.DOCX October 5, 2021 Fishbeck | Page 4 5. Site preparation Sub-Total $5,545,000 a. Clearing and grubbing $300,000 b. Dredging $800,000 c. Compaction and sub-base preparation $350,000 d. Cut and fill $300,000 e. Excavation for unstable material $70,000 f. Fill $850,000 g. Geotechnical engineering $180,000 h. Grading/land balancing $1,250,000 i. Relocation of active utilities $350,000 j. Temporary erosion control $110,000 k. Temporary facility $165,000 l. Temporary site control $195,000 m. Surveying and staking $125,000 n. Architectural/engineering costs related to eligible activities $500,000 6. Infrastructure improvements (Public) $13,000,000 a. Marina basin (breakwater system/gangway/dockage) $10,000,000 b. Parks (Linear Park, East Peninsula Park, Commuter Bike $2,000,000 Path) c. East Basin Launch Well $1,000,000 Local Only Non-Environmental Activities Total Costs $21,295,000 EGLE and Local Only Eligible Costs Sub-Total $24,910,354 Contingency (15%)* $3,681,750 Brownfield Plan Amendment Preparation $10,000 Brownfield Plan Amendment Implementation $10,000 Interest (5%) $25,554,653 Total EGLE and Local Only Eligible Costs $54,166,757 *Not applied to previously completed Department Specific Activities ELIGIBLE ACTIVITIES COST SUMMARY- City of Muskegon Bond Local Only Activities Total Costs 1. Public Infrastructure (sub-total) $10,000,000 a. Roadways (Adelaide Point Ave, East Circle Drive, West $6,840,000 Z:\2020\201515\WORK\REPT\BROWNFIELD PLAN AMENDMENT\ADELAIDE POINTE_FINAL_BROWNFIELD PLAN AMENDMENT_2021_1005.DOCX October 5, 2021 Fishbeck | Page 5 Circle Drive, Adelaide Point Drive, South Circle Drive) b. West Western Reconfiguration $1,035,000 c. East Basin Launch Well $1,615,000 2. Site Preparation (sub-total) a. Mass Grade Site $510,000 Local Only Non-Environmental Activities Total Costs $10,000,000 Interest (5%) $2,608,621 Total City of Muskegon Bond Eligible Costs $12,608,621 2.2 Summary of Eligible Activities Eligible activities as defined by Act 381 and included in this Plan Amendment consist of the following: Pre-Approved Activities: These activities are permitted to occur prior to Plan Amendment approval. Preparation of a Phase I ESA, BEA and Documentation of Due Care Compliance are necessary to protect the new Property owner/Developer from liability for environmental contamination. A Hazardous Materials Investigation was conducted to evaluate potential asbestos, lead paint, and other materials, as required by regulatory agencies prior to select building demolition activities. Due care assessment will be conducted to verify compliance with applicable due care obligations. Pre-approved activities can be reimbursed from state school and local tax increment revenues. Due Care Activities: Due care activities will include implementation of vapor intrusion mitigation systems, as applicable, to prevent unacceptable exposures to potential indoor air inhalation concerns. Soil capping will be completed to protect against direct contact concerns related to known contamination. Contaminated soils/dredge materials which cannot be utilized on the Site will be hauled to an appropriate Type 2 landfill for disposal. During construction activities, dewatering may be necessary. Contaminated groundwater will be properly managed to comply with due care. Due care costs will include environmental oversight and management. Asbestos, Lead Paint, and Mold Abatement: As applicable, and prior to select building demolition activities, asbestos, lead paint, and mold must be abated in accordance with applicable regulatory guidelines. Demolition: Select building and Site demolition will be necessary to facilitate safe redevelopment and reuse of the Property. Site Preparation: Site preparation is expected to include clearing and grubbing, dredging, compaction and sub-base preparation, cut and fill, excavation for unstable material, fill, geotechnical engineering, grading, land balancing, relocation of active utilities, temporary erosion control, temporary facility, temporary site control, surveying, staking and associated professional fees. Public Infrastructure Improvements: Infrastructure improvements will include marina launch and basin enhancements, sidewalks, bike paths, boardwalks, fishing docks, roadways, curb and gutter, lighting, landscaping, irrigation, low-impact design stormwater management, utilities, and other streetscape improvements. Costs will include oversight, management, and associated professional fees. Plan Amendment Preparation: This Plan Amendment was required for authorization of reimbursement to the Developer from tax increment revenues under Public Act 381 of 1996, as amended. Plan Amendment Implementation: Tracking, submittal, review of invoices for reimbursement, plan compliance, and data reporting will be conducted. Z:\2020\201515\WORK\REPT\BROWNFIELD PLAN AMENDMENT\ADELAIDE POINTE_FINAL_BROWNFIELD PLAN AMENDMENT_2021_1005.DOCX October 5, 2021 Fishbeck | Page 6 Contingency: A 15% contingency is included for those activities not already completed. 2.3 Estimate of Captured Taxable Value and Tax Increment Revenues For the purposes of this Plan Amendment, the taxable value base year is 2021. The 2021 taxable value of the eligible property is $903,810. After completion of the development, the taxable value is estimated at $87,500,000. This Plan Amendment assumes a 1.0% annual increase in the taxable value of the eligible property. Initial capture is anticipated to begin in 2022. The estimated captured taxable value for the redevelopment by year and in aggregate for each taxing jurisdiction is depicted in tabular form (Table 1: Tax Increment Revenue Capture). Actual taxable values and tax increment revenues may vary year to year based on economic and market conditions, tax incentives, building additions, and property improvements, among other factors. A summary of the estimated reimbursement schedule by year and in aggregate is presented as Table 2: Tax Increment Revenue Reimbursement Allocation. Method of Financing and Description of Advances Made by the Municipality The cost of the eligible activities included in this Plan Amendment will be paid for by the Developer and the City of Muskegon. The Developer and City of Muskegon will seek reimbursement for eligible activity costs through capture of available local and state (as applicable) tax increment revenues as permitted by Act 381. Additionally, as necessary personal property taxes may be utilized as well for reimbursement. Refer to Attachment D for a copy of the Reimbursement Agreement. 2.4 Maximum Amount of Note or Bonded Indebtedness The City of Muskegon plans to utilize bond proceeds to pay for certain eligible site preparation and public infrastructure costs incurred by the City, which will be repaid via tax increment revenues generated by redevelopment of the Site, and subject to the Reimbursement/Development Agreement. Refer to the table in Section 2.1 for additional information relative to the costs and breakdown of costs associated with the bond. Refer to Table 2 for the reimbursement schedule. 2.5 Duration of Brownfield Plan Capture of tax increment revenues for City reimbursement is anticipated to commence in 2023 and end in 2029. Developer reimbursement will follow with an estimated start date of 2029. The anticipated end date for Developer reimbursement is 2048. It is projected that the Plan Amendment will extend 30 years, which assumes four years of additional capture of tax increment revenues for deposit into a Local Brownfield Revolving Fund, if available. 2.6 Estimated Impact of Tax Increment Financing on Revenues of Taxing Jurisdiction The estimated amount of tax increment revenues to be captured for this redevelopment from each taxing jurisdiction by year and in aggregate is presented in Tables 1 and 2. Z:\2020\201515\WORK\REPT\BROWNFIELD PLAN AMENDMENT\ADELAIDE POINTE_FINAL_BROWNFIELD PLAN AMENDMENT_2021_1005.DOCX October 5, 2021 Fishbeck | Page 7 2.7 Legal Description, Property Map, Statement of Qualifying Characteristics and Personal Property • The legal description is as follows: 1148 W. Western Avenue COM AT SE COR LOT 4 BLK 577 FOR POB TH N 1 DEG 41 MIN W 158.40 FT TH N 76 DEG 43 MIN W 103.55 FT TH NWLY ON THE ARC OF A 492.47 FT RAD CURVE TO THE RT 110.31 FT (LONG CORD BEARS N 70D 18M W 110.07 FT CENTRAL ANGLE IS 12D 50M 00S) TH N 63 DEG 53 MIN W 67 FT TH N 2 DEG 4 MIN W 33.8 FT TO RR R/W TH CON'T N 2 DEG 4 MIN W 367.7 FT TH N 37 DEG W 730 FT 1204 W. Western Avenue PART OF SECTION 25 T10N R17W PRT OF BLKS 578-580DESC AS FOLS COM AT SE COR LOT 4 BLK 577 TH S 88D 15M W ALG SLY LN SD BLK 577 EXTND (ALSO BEING NLY LN WESTERN AVE) 847.15 FT FOR POB TH N 01D 56M 50S W 256.10 FT TH N 31D 37M 35S E 47 FT TH N 55D 15M 15S E 89.20 FT TH N 35D 54M 50S W 127.65 FT TH N 02D 52M 10S W 553 FT TH S 55D 13 M W 243 FTCOM 375 FT N OF SW COR OF SW ¼ OF NW ¼, TH N TO A POINT745 FT S OF NW COR, TH E 225 FT, TH S TO A POINT DUE E OF POB; TH W 225 FT TO POB. SEC 16, T10N RSW. 1.03 AC M/L. • The Property layout is depicted on Figure 2. • The Property is considered an “eligible property” as defined by Act 381 because the Property is a facility pursuant to Part 201. Facility verification is included in Attachment C. • New personal property added to the Property is included as part of the Eligible Property to the extent it is taxable. 2.8 Estimates of Residents and Displacement of Individuals/Families No residents or families will be displaced because of the Project. 2.9 Plan for Relocation of Displaced Persons Not applicable. 2.10 Provisions for Relocation Costs Not applicable. 2.11 Strategy for Compliance with Michigan’s Relocation Assistance Law Not applicable. 2.12 Other Material that the Authority or Governing Body Considers Pertinent The Project will significantly improve the Muskegon Lake shoreline through revitalization of Property once used for industrial purposes. Existing structures will be revitalized, and environmental exposure risks mitigated. A new marina with transient boat slips will provide boaters with opportunities to access the vibrant Muskegon downtown and other nearby recreational activities. Construction of new boat storage and residential condominiums will expand Muskegon Lake access and increase long-term tax revenues for the City of Muskegon and the State of Michigan. The Development will also create numerous job opportunities for the community. Z:\2020\201515\WORK\REPT\BROWNFIELD PLAN AMENDMENT\ADELAIDE POINTE_FINAL_BROWNFIELD PLAN AMENDMENT_2021_1005.DOCX Attachment B Conceptual Renderings Attachment C Environmental Data Tables and Map LEGEND ! ( Sample Points ! H Soil Gas Sample Location ! H Soil Sample Location Approximate Property Boundary Bold values are below Statewide Default Background Level but exceed an applicable criterion or screening level. Hard copy is intended to be 8.5"x11" when plotted. Scale(s) SS-08 (0.5-1.5') indicated and 08/20/21 graphic quality may Chromium, Total 62,000 not be accurate for any other size. Selenium 3,700 SS-09 (0.5-1.5') 08/20/21 SS-10 (0.5-1.5') Selenium 4,400 08/20/21 Chromium, Total 28,000 SB-07(2-3') Selenium 1,300 12/30/20 SB-04 (4-5') APNSB-04 (4.5-6.5') Arsenic 19,000 12/30/20 10/21/22 Cadmium 13,000 Chromium, Total 30,000 Chromium, Total 22,000 Chromium, Total 190,000 Selenium 600 Mercury, Total 940 PLOT INFO: \\corp.ftch.com\AllProjects\2020\201515\CAD\GIS\ProProj\EGLEGrantSubmittal\EGLEGrantSubmittal.aprx Layout: FIG03_Soil Sample Exceedance Map Date: 5/4/2023 8:11 AM User: ahavens 1204 West Western Ave. Copper 430,000 SS-11 (0.5-1.5') Selenium 560 ! H SS-8 08/20/21 Chromium, Total 76,000 SS-07 (0.5-1.5') Selenium 2,700 08/20/21 Selenium 730 ! H SS-10 Muskegon, Michigan SS-06 (0.5-1.5') 08/20/21 SS-13 (0.5-1.5') Chromium, Total 62,000 ! H SS-7 ! H SB-07 ! H SS-9 ! H SB-04 08/20/21 Copper Selenium 98,000 3,600 ! H SS-5 ( ! APNSB/TW-4 ! H SS-11 Arsenic Cadmium 13,000 5,200 SS-12 (0.5-1.5') SS-05 (0.5-1.5') ! H SS-6 SS-02 (0.5-1.5') 08/20/21 Chromium, Total Copper 1,600,000 380,000 08/20/21 APNSB/TW-3 ! ( 08/20/21 Chromium, Total 100,000 Mercury 140 Arsenic 12,000 Selenium 640 ! H SS-12 Selenium <560 Selenium 1,200 Chromium, Total 570,000 Silver 2,900 Copper 400,000 ! H SS-3 SS-2 ! H SS-13 Zinc 1,900,000 Selenium 10,000 ! H SB-06 ! H SS-03 (0.5-1.5') ! H SS-4 ! H SB-03 08/20/21 H SS-1 ! APNSB/TW-2 ! ( SB-03 (3-4') APNSB-03 (1-3') 10/21/22 Chromium, Total 39,000 12/30/20 Selenium 2,600 SS-01 (0.5-1.5') Chromium, Total 27,000 Arsenic 9,100 SB-06 (1-2') ! H SB-05 08/20/21 Selenium 1,100 Chromium, Total 140,000 Chromium, Total 27,000 Copper 77,000 12/30/20 Selenium 640 Mercury, Total 280 Chromium, Total 14,000 ! H SB-02 Selenium 36,000 Selenium 960 Zinc 290,000 SS-04 (0.5-1.5') SG-03 ! H ! H SB-01 APNSB/TW-5 ! ( e ! S h orSG-04 H ga n 08/20/21 i SG-01 ! H ch Chromium, Total 19,000 Selenium 670 SB-05(2-3') Mi SB-02 (4-5') APNSB-02 (6-8') APNSB-05 (4-6') 12/30/20 10/21/22 12/30/20 10/21/22 Cadmium 4,900 Arsenic 5,900 Chromium, Total 50,000 Arsenic 9,100 Chromium, Total 49,000 Cadmium 8,100 Chromium, Total 38,000 Copper 76,000 APNSB/TW-1 ! ( Mic Chromium, Total 24,000 higa Copper 89,000 Selenium 770 Selenium 1,000 n Sh ore SG-02 ! H W We SB-01 (4-5') ste rn Ave APNSB-01 (2-4') 12/30/20 10/21/22 Tetrachloroethene 170 Chromium, Total 20,000 Chromium, Total 6,700 Selenium 1,400 e or SOIL SAMPLE Sh PROJECT NO. n ga 201515 EXCEEDANCE L a k e shMAP hi o re C Esri Community Mic hig anMaps Av Contributors, e © OpenStreetMap, ic t Microsoft, Esri, HERE, Garmin, SafeGraph, GeoTechnologies, Inc, MiFIGURE chi ganNO.Ave M 3 FEET METI/NASA, USGS, EPA, NPS, US Census Bureau, USDA, Maxar NORTH 0 150 300 ©Copyright 2023 All Rights Reserved LEGEND ! ( Sample Points @ A Groundwater Sample Location Approximate Property Boundary J - Estimated value Bold values are below Statewide Default Background Level but exceed an applicable criterion or screening level. Hard copy is intended to be 8.5"x11" when plotted. Scale(s) indicated and graphic quality may not be accurate for any other size. APNTW-04 (9.5-14.5') PLOT INFO: \\corp.ftch.com\AllProjects\2020\201515\CAD\GIS\ProProj\EGLEGrantSubmittal\EGLEGrantSubmittal.aprx Layout: FIG04_Groundwater Sample Exceedance Map Date: 5/4/2023 8:11 AM User: ahavens 10/21/22 2-Methylnaphthalene 28 Naphthalene 12 1204 West Western Ave. Chromium, Total 22 J Copper 60 Lead 88 Mercury, Total 0.31 Zinc 660 TW-03 Muskegon, Michigan 12/30/20 Benzene 9.7 APNSB/TW-4 ! Cadmium 7.2 ( Chromium, Total 33 Copper 150 APNSB/TW-3 ! ( Lead 180 Mercury 0.65 Zinc 190 APNTW-03 (7-12') @ TW-03 A 10/21/22 2-Methylnaphthalene 43 APNSB/TW-2 ! ( Naphthalene 22 Chromium, Total 93 Copper 140 Lead 150 Selenium 5.5 J Silver 6.3 J Zinc 280 APNSB/TW-5 ! ( S h or e i ga n APNTW-02 (6-11') ch 10/21/2022 Mi Naphthalene 57 @ TW-01 A Chromium, Total 47 J APNSB/TW-1 ! ( Mic higa Copper 74 n Sh Lead 200 ore @ TW-02 A W We ste rn Ave e or GROUNDWATER SAMPLEMaxar, Microsoft, Esri Community Maps Contributors, © Sh PROJECT NO. n ga 201515 EXCEEDANCE L a k e shMAP hi o re C OpenStreetMap, Mic higMicrosoft, an Av e Esri, HERE, Garmin, SafeGraph, ic t GeoTechnologies, Inc, METI/NASA, USGS, EPA, NPS, US Census MiFIGURE chig anNO.Ave M 4 FEET Bureau, USDA NORTH 0 150 300 ©Copyright 2023 All Rights Reserved Fishbeck | 1 of 1 Table 1 - Soil Data Summary Baseline Environmental Assessment Leestma Management, LLC, 1148 & 1204 West Western Ave., Muskegon, Muskegon County, MI December 2020 Sample Location: SB-01 SB-01 SB-02 SB-03 SB-04 SB-05 SB-06 SB-07 FB-01 Statewide Finite VSIC Finite VSIC Depth Interval (ft): (4-5) (4-5) (4-5) (3-4) (4-5) (2-3) (1-2) (2-3) Drinking Water Soil Volatilization to Infinite Particulate Direct Soil Saturation Default GSIP for 5 Meter for 2 Meter Investigative/Field Duplicate/QC: Investigative Duplicate Investigative Investigative Investigative Investigative Investigative Investigative QC Protection Indoor Air Inhalation Source Soil Inhalation Contact Concentration Background Criteria (1) Source Source Laboratory ID: 20L0979-01 20L0979-02 20L0979-03 20L0979-04 20L0979-05 20L0979-06 20L0979-07 20L0979-08 20L0979-09 Criteria (1) Criteria (1) VSIC (1) Criteria (1) Criteria (1) SL (1) Levels (1) Thickness (1) Thickness (1) Collection Date: 12/30/20 12/30/20 12/30/20 12/30/20 12/30/20 12/30/20 12/30/20 12/30/20 12/30/20 Volatile Organic Compounds CAS Number Tetrachloroethene 127-18-4 170 150 58 U 57 U 50 U 50 U 61 U 50 U 50 U NA 100 1,200 (X) 11,000 1.70E+05 4.80E+05 1.10E+06 2.70E+09 2.00E+05 (C) 88,000 Polynuclear Aromatic Compounds CAS Number Benzo(a)pyrene 50-32-8 330 U 330 U 350 330 UJ 330 U 330 U 330 UJ 430 -- NA NLL NLL NLV NLV NLV NLV 1.50E+06 2,000 NA Benzo(b)fluoranthene 205-99-2 330 U 400 550 330 UJ 330 U 330 U 330 UJ 520 -- NA NLL NLL ID ID ID ID ID 20,000 NA Metals, Total CAS Number Arsenic (B) 7440-38-2 4,000 J 3,600 5,900 2,000 U 3,500 4,900 2,000 U 19,000 -- 5,800 4,600 4,600 NLV NLV NLV NLV 7.20E+05 7,600 NA Barium (B) 7440-39-3 15,000 18,000 10,000 15,000 23,000 16,000 11,000 100,000 -- 75,000 1.30E+06 4.40E+05 (G) NLV NLV NLV NLV 3.30E+08 3.70E+07 NA Cadmium (B) 7440-43-9 1,700 1,600 8,100 2,400 3,600 4,900 720 13,000 -- 1,200 6,000 3,600 (G,X) NLV NLV NLV NLV 1.70E+06 5.50E+05 NA Chromium, Total (B, H) 7440-47-3 6,700 5,900 24,000 27,000 30,000 49,000 14,000 190,000 -- 18,000 (total) 30,000 3,300 NLV NLV NLV NLV 2.60E+05 2.50E+06 NA Copper (B) 7440-50-8 38,000 J 20,000 34,000 34,000 53,000 76,000 12,000 430,000 -- 32,000 5.80E+06 75,000 (G) NLV NLV NLV NLV 1.30E+08 2.00E+07 NA Lead (B) 7439-92-1 22,000 20,000 34,000 27,000 19,000 20,000 12,000 66,000 -- 21,000 7.00E+05 5.10E+06 (G,X) NLV NLV NLV NLV 1.00E+08 4.00E+05 NA Mercury (Total) (B) 7439-97-6 50 U 50 U 50 U 57 50 U 64 50 U 50 U -- 130 1,700 50 (M); 1.2 48,000 52,000 52,000 52,000 2.00E+07 1.60E+05 NA Selenium (B) 7782-49-2 1,400 1,400 1,000 1,100 600 770 960 560 -- 410 4,000 400 NLV NLV NLV NLV 1.30E+08 2.60E+06 NA Silver (B) 7440-22-4 490 U 470 U 490 U 490 U 490 U 460 U 470 U 430 U -- 1,000 4,500 100 (M); 27 NLV NLV NLV NLV 6.70E+06 2.50E+06 NA Zinc (B) 7440-66-6 15,000 14,000 23,000 47,000 40,000 62,000 33,000 74,000 -- 47,000 2.40E+06 1.70E+05 (G) NLV NLV NLV NLV ID 1.70E+08 NA Solids, Total (%) -- 90 91 88 89 89 90 87 92 -- -- -- -- -- -- -- -- -- -- -- Results expressed in µg/Kg dry weight (except for FB-01, which is µg/Kg wet weight). Bolded values exceed Statewide Default Background Level and an applicable criterion or screening level. Italicized values are below Statewide Default Background Level but exceed an applicable criterion or screening level. Underlined parameters are classified as Polynuclear Aromatic Compounds. Data Qualifiers: J Estimated value U Not detected Footnotes/Abbreviations: (1) Part 201 Residential Soil Generic Cleanup Criteria and Screening Levels/Part 213 Risk-based Screening Levels, December 30, 2013 (GSI Criteria Updated June 25, 2018). (2) EGLE Volatilization to Indoor Air Pathway Screening Levels, September 4, 2020. (B) Background, as defined in R 299.5701(b), may be substituted if higher than the calculated criterion. (C) Value is screening level based on the chemical-specific generic soil saturation concentration (Csat). (G) Criterion dependent on receiving surface water (SW) hardness; calculated criteria based on water hardness of 150 mg/L. (H) Data provided for total chromium only; evaluated against hexavalent chromium criteria. (J) Hazardous substance may be present in several isomer forms. Isomer-specific concentrations must be added together for comparison to criteria. (JT) Hazardous substance may be present in several isomer forms. The VIAP SL may be used for the individual isomer provided that it is the sole isomer detected; however, when multiple isomers are detected in a medium, the isomer-specific concentrations must be added together and compared to the most restrictive VIAP SL of the detected isomers. (M) Calculated criterion is below the target detection limit (TDL); first number is the criterion (TDL), the second is the risk-based value. (M*) The VIAP SL may be below TDL. In accordance with Sec. 20120a(10) when the TDL for a hazardous substance is greater than the developed VIAP SL, the TDL is used to evaluate the risk posed from the pathway. (W) Concentrations of trihalomethanes must be added together to determine compliance with criterion. (X) Criterion is not protective for SW used as a drinking water (DW) source. (DD) Hazardous substance causes developmental effects. Residential VIAP SLs are protective of both prenatal exposure using a pregnant female receptor and postnatal exposure using a child receptor. Prenatal developmental effects may occur after an acute (i.e. short- term) or full-term exposure. (EE) The acceptable air concentration (AAC) for the volatile hazardous substances is not derived using standard equations. The hazardous substance may cause adverse human health effects for less than chronic exposures (i.e. short-term or acute). The AAC for these hazardous substances is the acute or intermediate minimum risk level (MRL) developed by the Agency for Toxic Substances and Disease Registry (ATSDR), a USEPA Integrated Risk Information System (IRIS) acute reference concentration, or an acute initial threshold screening level (ITSL) by the EGLE’s Air Quality Division. (MM) Hazardous substance is a carcinogen with a mutagenic mode of action. The cancer potency values used in calculating VIAP SLs are modified using age-dependent adjustment factors for those carcinogenic chemicals identified as mutagenic. DATA Insufficient physical chemical parameters to calculate a VIAP SL for specified media. If detections are present in specified media, health-based soil vapor value should be used to evaluate risk. GSIP groundwater surface water interface protection ID Insufficient data to develop criterion. NA not available NLL Not likely to leach under most soil conditions. NLV Not likely to volatilize under most conditions. SL screening level VIAP volatilization to indoor air pathway VSIC volatile soil inhalation criteria \\ftch\allprojects\2020\201515\WORK\Rept\BEA\TBL01_DataSummary-Soil-Res_2020_0114.xlsx 1/19/2021 Fishbeck | 1 of 1 Table 2 - Groundwater Data Summary Baseline Environmental Assessment Leestma Management, LLC, 1148 & 1204 West Western Ave., Muskegon, Muskegon County, MI December 2020 Monitoring Location: TW-01 TW-02 TW-03 TW-03 TB-01 Residential Flammability Field Duplicate: Duplicate Residential GSI Water (1) (1) Groundwater (1) and Explosivity Laboratory ID: 20L0979-10 20L0979-11 20L0979-12 20L0979-14 20L0979-15 DWC Criteria (1) Solubility (1) VIAIC SL Collection Date: 12/30/20 12/30/20 12/30/20 12/30/20 12/30/20 Volatile Organic Compounds CAS Number Benzene 71-43-2 1U 1U 9.7 9.9 1U 5.0 200 (X) 5,600 1.75E+06 68,000 Polychlorinated Biphenyls CAS Number Total PCBs (J) 1336-36-3 0.2 U 0.2 U 0.2 UJ 0.2 UJ -- 0.50 0.20 (M); 2.60E-05 45 (S) 44.7 ID Metals, Total CAS Number Arsenic (B) 7440-38-2 5U 5U 7.7 7.9 -- 10 10 NLV NA ID Barium (B) 7440-39-3 100 U 100 U 220 240 -- 2,000 670 (G) NLV NA ID Cadmium (B) 7440-43-9 1U 1U 7.2 7.3 -- 5.0 3.0 (G,X) NLV NA ID Chromium, Total (B, H) 7440-47-3 10 U 10 U 33 34 -- 100 11 NLV NA ID Copper (B) 7440-50-8 5U 5U 150 150 -- 1,000 (E) 13 (G) NLV NA ID Lead (B) 7439-92-1 3U 3U 180 180 -- 4.0 (L) 34 (G,X) NLV NA ID Mercury (B) 7439-97-6 0.2 U 0.2 U 0.65 0.61 -- 2.0 0.0013 56 (S) 56 ID Selenium (B) 7782-49-2 5U 5U 5U 5U -- 50 5.0 NLV NA ID Silver (B) 7440-22-4 1U 1U 1U 1U -- 34 0.20 (M); 0.060 NLV NA ID Zinc (B) 7440-66-6 50 U 50 U 190 190 -- 2,400 170 (G) NLV NA ID Results expressed in µg/L. Bolded values exceed an applicable criterion and/or screening level. Underlined compounds classified as polynuclear aromatic compounds. Data Qualifiers: J Estimated value U Not detected above the given limit Footnotes/Abbreviations: (1) Part 201 Groundwater Generic Cleanup Criteria/Part 213 Tier 1 Risk-based Screening Levels, January 10, 2018 (GSI Criteria Updated June 25, 2018). (2) EGLE Volatilization to Indoor Air Pathway Screening Levels, September 4, 2020. (B) Background, as defined in R 299.5701(b), may be substituted if higher than the calculated criterion. (E) Aesthetic drinking water (DW) value. Notice of aesthetic impact may be employed as an institutional control if concentration exceeds the aesthetic DWC but not the health-based DW value. (G) Criterion dependent on receiving surface water (SW) hardness; calculated criteria based on water hardness of 150 mg/L. (H) Data provided for total Chromium only; compare to hexavalent Chromium criteria. (J) Substance present in several isomer forms; isomer concentrations must be added together for comparison to criteria. (JT) Substance present in several isomer forms. The VIAP SL may be used for the individual isomer provided that it is sole isomer detected; however, when multiple isomers are detected in a medium, (L) Concentrations up to the State action level of 15 µg/L may still allow for DW use if soil concentrations are below 400 mg/Kg. (M) Calculated criterion is below the target detection limit (TDL); first number is the criterion (TDL), the second is the risk-based value. (M*) The VIAP SL may be below target detection limits (TDL). In accordance with Sec. 20120a(10) when the TDL for a hazardous substance is greater than the developed VIAP SL, the TDL is used to (S) Criterion defaults to the hazardous substance-specific water solubility limit. (W) Concentrations of trihalomethanes must be added together to determine compliance with the DWC. (X) Criterion is not protective for SW used as a DW source. (AA) Use 10,000 µg/L where GW enters a structure through the use of a water well, sump or other device. Use 28,000 µg/L for all other uses. (CC) Insufficient chemical-physical input parameters have been identified to allow the development of a VIAP SL using standard equations. The VIAP SL for GW is developed based solely on the approach that the department uses for shallow GW. If GW detections are present, soil vapor may be the most appropriate media to evaluate risk. (DD) Hazardous substance causes developmental effects. Residential VIAP SLs are protective of both prenatal exposure using a pregnant female receptor and postnatal exposure using a child receptor. Prenatal developmental effects may occur after an acute (i.e. short- term) or full-term exposure. (EE*) The acceptable air concentration (AAC) for the volatile hazardous substance is not derived using standard equations. The hazardous substance may cause adverse human health effects for less than chronic exposures (i.e. short-term or acute). The AAC for this hazardous substance is the acute or intermediate minimum risk level (MRL) developed by the Agency for Toxic Substances and Disease Registry (ATSDR), a USEPA Integrated Risk Information System (IRIS) acute reference concentration, or an acute initial (FF*) The AAC for the volatile hazardous substances are based on toxicity values that have been identified to have the potential to cause adverse human health effects for less than chronic exposures (i.e. short-term or acute). The short-term exposure for shallow groundwater VIAP SLs are based on modification of the standard equations by the department to develop applicable shallow groundwater VIAP SLs. (MM) Hazardous substance is a carcinogen with a mutagenic mode of action. The cancer potency values used in calculating VIAP SLs are modified using age-dependent adjustment factors for those carcinogenic chemicals identified as mutagenic. DWC drinking water criterion GSI groundwater surface water interface ID Insufficient data to develop criterion. NA not available NLV Not likely to volatilize under most conditions. SL screening level TX The Remediation and Redevelopment Division Toxicology Unit has not identified an inhalation toxicity value for the hazardous substance at the date of publication of these values. VIAIC volatilization to indoor air inhalation criteria VIAP volatilization to indoor air pathway \\ftch\allprojects\2020\201515\WORK\Rept\BEA\TBL02_DataSummary-GW-Res_2021_0114.xlsx 1/19/2021 Table 1 - Soil Data Summary Direct Contact Evaluation 1148 & 1204 West Western Ave., Muskegon, Muskegon County, Michigan August 2021 Sample Location: Soil Residential Nonresidential AP-SS-1 AP-SS-2 AP-SS-3 AP-SS-4 AP-SS-5 AP-SS-6 AP-SS-7 GSIP Laboratory ID: SDBL (1) Csat DWP SVIAI Inf. Source Finite VSIC - Finite VSIC - PSI DC Soil DWP Inf. Source Finite VSIC - Finite VSIC - PSI DC Soil 21H0909-01 21H0909-02 21H0909-03 21H0909-04 21H0909-05 21H0909-06 21H0909-07 Criteria (1) SVIAI Criteria (1) Collection Date: SL (1) Criteria (1) Criteria (1) VSIC (1) 5 MST (1) 2 MST (1) Criteria (1) Criteria (1) VIAP SL (2) Criteria (1) VSIC (1) 5 MST (1) 2 MST (1) Criteria (1) Criteria (1) VIAP SL (2) 08/20/21 08/20/21 08/20/21 08/20/21 08/20/21 08/20/21 08/20/21 Polynuclear Aromatic Compounds CAS Number 2-Methylnaphthalene 91-57-6 NA 4,200 NA 57,000 2.70E+06 1.50E+06 1.50E+06 1.50E+06 6.70E+08 8.10E+06 1,700 1.70E+05 4.90E+06 1.80E+06 1.80E+06 1.80E+06 2.90E+08 2.60E+07 30,000 330 UJ 330 UJ 330 U 330 U 330 U 330 U 440 UJ Acenaphthene 83-32-9 NA 8,700 NA 3.00E+05 1.90E+08 8.10E+07 8.10E+07 8.10E+07 1.40E+10 4.10E+07 2.00E+05 8.80E+05 3.50E+08 9.70E+07 9.70E+07 9.70E+07 6.20E+09 1.30E+08 3.60E+06 330 UJ 330 UJ 330 U 330 U 330 U 330 U 330 UJ Acenaphthylene 208-96-8 NA ID NA 5,900 1.60E+06 2.20E+06 2.20E+06 2.20E+06 2.30E+09 1.60E+06 DATA 17,000 3.00E+06 2.70E+06 2.70E+06 2.70E+06 1.00E+09 5.20E+06 DATA 330 UJ 330 UJ 330 U 330 U 330 U 330 U 330 UJ Anthracene 120-12-7 NA ID NA 41,000 1.00E+09 1.40E+09 1.40E+09 1.40E+09 6.70E+10 2.30E+08 1.30E+07 41,000 1.00E+09 1.60E+09 1.60E+09 1.60E+09 2.90E+10 7.30E+08 2.20E+08 330 UJ 330 UJ 330 U 330 U 330 U 330 U 330 UJ Benzo(a)anthracene 56-55-3 NA NLL NA NLL NLV NLV NLV NLV ID 20,000 1.60E+05 (MM) NLL NLV NLV NLV NLV ID 80,000 1.10E+07 330 UJ 330 UJ 330 U 330 U 330 U 330 U 330 UJ Benzo(a)pyrene 50-32-8 NA NLL NA NLL NLV NLV NLV NLV 1.50E+06 2,000 NA NLL NLV NLV NLV NLV 1.90E+06 8,000 NA 330 UJ 330 UJ 330 U 330 U 330 U 330 U 330 UJ Benzo(b)fluoranthene 205-99-2 NA NLL NA NLL ID ID ID ID ID 20,000 NA NLL ID ID ID ID ID 80,000 NA 330 UJ 330 UJ 330 U 330 U 330 U 330 U 330 UJ Benzo(g,h,i)perylene 191-24-2 NA NLL NA NLL NLV NLV NLV NLV 8.00E+08 2.50E+06 NA NLL NLV NLV NLV NLV 3.50E+08 7.00E+06 NA 330 UJ 330 UJ 330 U 330 U 330 U 330 U 330 UJ Benzo(k)fluoranthene 207-08-9 NA NLL NA NLL NLV NLV NLV NLV ID 2.00E+05 NA NLL NLV NLV NLV NLV ID 8.00E+05 NA 330 UJ 330 UJ 330 U 330 U 330 U 330 U 330 UJ Chrysene 218-01-9 NA NLL NA NLL ID ID ID ID ID 2.00E+06 NA NLL ID ID ID ID ID 8.00E+06 NA 330 UJ 330 UJ 330 U 330 U 330 U 330 U 330 UJ Dibenzo(a,h)anthracene 53-70-3 NA NLL NA NLL NLV NLV NLV NLV ID 2,000 NA NLL NLV NLV NLV NLV ID 8,000 NA 330 UJ 330 UJ 330 U 330 U 330 U 330 U 330 UJ Fluoranthene 206-44-0 NA 5,500 NA 7.30E+05 1.00E+09 7.40E+08 7.40E+08 7.40E+08 9.30E+09 4.60E+07 NA 7.30E+05 1.00E+09 8.90E+08 8.80E+08 8.80E+08 4.10E+09 1.30E+08 NA 330 UJ 330 UJ 330 U 330 U 330 U 330 U 330 UJ Fluorene 86-73-7 NA 5,300 NA 3.90E+05 5.80E+08 1.30E+08 1.30E+08 1.30E+08 9.30E+09 2.70E+07 4.70E+05 8.90E+05 1.00E+09 1.50E+08 1.50E+08 1.50E+08 4.10E+09 8.70E+07 8.30E+06 330 UJ 330 UJ 330 U 330 U 330 U 330 U 330 UJ Indeno(1,2,3-cd)pyrene 193-39-5 NA NLL NA NLL NLV NLV NLV NLV ID 20,000 NA NLL NLV NLV NLV NLV ID 80,000 NA 330 UJ 330 UJ 330 U 330 U 330 U 330 U 330 UJ Naphthalene 91-20-3 NA 730 NA 35,000 2.50E+05 3.00E+05 3.00E+05 3.00E+05 2.00E+08 1.60E+07 67 (M*) 1.00E+05 4.70E+05 3.50E+05 3.50E+05 3.50E+05 8.80E+07 5.20E+07 1,900 330 UJ 330 UJ 330 U 330 U 330 U 330 U 330 UJ Phenanthrene 85-01-8 NA 2,100 NA 56,000 2.80E+06 1.60E+05 1.60E+05 1.60E+05 6.70E+06 1.60E+06 1,700 1.60E+05 5.10E+06 1.90E+05 1.90E+05 1.90E+05 2.90E+06 5.20E+06 29,000 330 UJ 330 UJ 330 U 330 U 330 U 330 U 330 UJ Pyrene 129-00-0 NA ID NA 4.80E+05 1.00E+09 6.50E+08 6.50E+08 6.50E+08 6.70E+09 2.90E+07 2.50E+07 4.80E+05 1.00E+09 7.80E+08 7.80E+08 7.80E+08 2.90E+09 8.40E+07 4.40E+08 330 UJ 330 UJ 330 U 330 U 330 U 330 U 330 UJ Metals, Total CAS Number Arsenic (B) 7440-38-2 5,800 4,600 NA 4,600 NLV NLV NLV NLV 7.20E+05 7,600 NA 4,600 NLV NLV NLV NLV 9.10E+05 37,000 NA 5,500 J 2,000 U 2,000 U 2,000 U 12,000 5,100 2,000 U Barium (B) 7440-39-3 75,000 4.40E+05 (G) NA 1.30E+06 NLV NLV NLV NLV 3.30E+08 3.70E+07 NA 1.30E+06 NLV NLV NLV NLV 1.50E+08 1.30E+08 NA 14,000 15,000 11,000 15,000 16,000 22,000 8,200 Cadmium (B) 7440-43-9 1,200 3,600 (G,X) NA 6,000 NLV NLV NLV NLV 1.70E+06 5.50E+05 NA 6,000 NLV NLV NLV NLV 2.20E+06 2.10E+06 NA 200 U 200 U 470 250 360 1,700 200 U Chromium, Total (B, H) 7440-47-3 18,000 (total) 3,300 NA 30,000 NLV NLV NLV NLV 2.60E+05 2.50E+06 NA 30,000 NLV NLV NLV NLV 2.40E+05 9.20E+06 NA 27,000 6,800 39,000 19,000 570,000 62,000 13,000 Copper (B) 7440-50-8 32,000 75,000 (G) NA 5.80E+06 NLV NLV NLV NLV 1.30E+08 2.00E+07 NA 5.80E+06 NLV NLV NLV NLV 5.90E+07 7.30E+07 NA 56,000 J 10,000 31,000 15,000 400,000 98,000 15,000 Lead (B) 7439-92-1 21,000 5.10E+06 (G,X) NA 7.00E+05 NLV NLV NLV NLV 1.00E+08 4.00E+05 NA 7.00E+05 NLV NLV NLV NLV 4.40E+07 9.00E+05 NA 10,000 5,700 20,000 14,000 39,000 32,000 12,000 Mercury (Total) (B) 7439-97-6 130 50 (M); 1.2 NA 1,700 48,000 52,000 52,000 52,000 2.00E+07 1.60E+05 22 (M*) 1,700 89,000 62,000 62,000 62,000 8.80E+06 5.80E+05 390 (M*) 50 U 50 U 50 U 50 U 50 U 50 U 50 U Selenium (B) 7782-49-2 410 400 NA 4,000 NLV NLV NLV NLV 1.30E+08 2.60E+06 NA 4,000 NLV NLV NLV NLV 5.90E+07 9.60E+06 NA 640 630 2,600 670 10,000 3,600 730 Silver (B) 7440-22-4 1,000 100 (M); 27 NA 4,500 NLV NLV NLV NLV 6.70E+06 2.50E+06 NA 13,000 NLV NLV NLV NLV 2.90E+06 9.00E+06 NA 460 U 460 U 480 U 520 U 390 U 470 U 430 U Zinc (B) 7440-66-6 47,000 1.70E+05 (G) NA 2.40E+06 NLV NLV NLV NLV ID 1.70E+08 NA 5.00E+06 NLV NLV NLV NLV ID 6.30E+08 NA 20,000 14,000 99,000 50,000 94,000 140,000 26,000 Solids, Total (%) -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- 93 91 95 95 97 91 95 Results expressed in µg/Kg dry weight. Bolded values exceed an applicable criterion. Italicized values are below Statewide Default Background Level but exceed an applicable criterion or screening level. Data Qualifiers: J Estimated value U Not detected Footnotes/Abbreviations: (1) Part 201 Soil Generic Cleanup Criteria and Screening Levels/Part 213 Risk-based Screening Levels, December 30, 2013 (GSI Criteria Updated June 25, 2018). (2) EGLE Volatilization to Indoor Air Pathway Screening Levels, September 4, 2020. (B) Background, as defined in R 299.5701(b), may be substituted if higher than the calculated criterion. (G) Criterion dependent on receiving surface water hardness; calculated criteria based on water hardness of 150 mg/L. (H) Data provided for total chromium only; evaluated against hexavalent Chromium criteria. (M) Calculated criterion is below the target detection limit (TDL); first number is the criterion (TDL), the second is the risk-based value. (M*) The VIAP SL may be below TDL. In accordance with Sec. 20120a(10) when the TDL for a hazardous substance is greater than the developed VIAP SL, the TDL is used to evaluate the risk posed from the pathway. (X) Criterion is not protective for surface water used as a drinking water source. (MM) Hazardous substance is a carcinogen with a mutagenic mode of action. The cancer potency values used in calculating VIAP SLs are modified using age-dependent adjustment factors for those carcinogenic chemicals identified as mutagenic. Csat saturation concentration DC direct contact DWP drinking water protection GSIP groundwater surface water interface protection ID Insufficient data to develop criterion. MST meter source thickness NA not available NLL Not likely to leach under most soil conditions. NLV Not likely to volatilize under most conditions. PSI particulate soil inhalation SDBL statewide default background levels SL screening level SVIAI soil volatilization to indoor air inhalation VIAP volatilization to indoor air pathway VSIC volatile soil inhalation criteria Table 1 - Soil Data Summary Direct Contact Evaluation 1148 & 1204 West Western Ave., Muskegon, Muskegon County, Michigan August 2021 Sample Location: Soil Residential Nonresidential AP-SS-8 AP-SS-9 AP-SS-10 AP-SS-11 AP-SS-12 AP-SS-13 GSIP Laboratory ID: SDBL (1) Csat DWP SVIAI Inf. Source Finite VSIC - Finite VSIC - PSI DC Soil DWP Inf. Source Finite VSIC - Finite VSIC - PSI DC Soil 21H0909-08 21H0909-09 21H0909-10 21H0909-11 21H0909-12 21H0909-13 Criteria (1) SVIAI Criteria (1) Collection Date: SL (1) Criteria (1) Criteria (1) VSIC (1) 5 MST (1) 2 MST (1) Criteria (1) Criteria (1) VIAP SL (2) Criteria (1) VSIC (1) 5 MST (1) 2 MST (1) Criteria (1) Criteria (1) VIAP SL (2) 08/20/21 08/20/21 08/20/21 08/20/21 08/20/21 08/20/21 Polynuclear Aromatic Compounds CAS Number 2-Methylnaphthalene 91-57-6 NA 4,200 NA 57,000 2.70E+06 1.50E+06 1.50E+06 1.50E+06 6.70E+08 8.10E+06 1,700 1.70E+05 4.90E+06 1.80E+06 1.80E+06 1.80E+06 2.90E+08 2.60E+07 30,000 430 U 330 U 430 U 430 UJ 330 UJ 330 U Acenaphthene 83-32-9 NA 8,700 NA 3.00E+05 1.90E+08 8.10E+07 8.10E+07 8.10E+07 1.40E+10 4.10E+07 2.00E+05 8.80E+05 3.50E+08 9.70E+07 9.70E+07 9.70E+07 6.20E+09 1.30E+08 3.60E+06 330 U 330 U 330 U 330 UJ 330 UJ 330 U Acenaphthylene 208-96-8 NA ID NA 5,900 1.60E+06 2.20E+06 2.20E+06 2.20E+06 2.30E+09 1.60E+06 DATA 17,000 3.00E+06 2.70E+06 2.70E+06 2.70E+06 1.00E+09 5.20E+06 DATA 330 U 330 U 330 U 330 UJ 330 UJ 330 U Anthracene 120-12-7 NA ID NA 41,000 1.00E+09 1.40E+09 1.40E+09 1.40E+09 6.70E+10 2.30E+08 1.30E+07 41,000 1.00E+09 1.60E+09 1.60E+09 1.60E+09 2.90E+10 7.30E+08 2.20E+08 330 U 330 U 330 U 330 UJ 330 UJ 330 U Benzo(a)anthracene 56-55-3 NA NLL NA NLL NLV NLV NLV NLV ID 20,000 1.60E+05 (MM) NLL NLV NLV NLV NLV ID 80,000 1.10E+07 330 U 330 U 330 U 330 UJ 330 UJ 330 U Benzo(a)pyrene 50-32-8 NA NLL NA NLL NLV NLV NLV NLV 1.50E+06 2,000 NA NLL NLV NLV NLV NLV 1.90E+06 8,000 NA 330 U 330 U 330 U 330 UJ 330 UJ 330 U Benzo(b)fluoranthene 205-99-2 NA NLL NA NLL ID ID ID ID ID 20,000 NA NLL ID ID ID ID ID 80,000 NA 330 U 330 U 330 U 330 UJ 330 UJ 330 U Benzo(g,h,i)perylene 191-24-2 NA NLL NA NLL NLV NLV NLV NLV 8.00E+08 2.50E+06 NA NLL NLV NLV NLV NLV 3.50E+08 7.00E+06 NA 330 U 330 U 330 U 330 UJ 330 UJ 330 U Benzo(k)fluoranthene 207-08-9 NA NLL NA NLL NLV NLV NLV NLV ID 2.00E+05 NA NLL NLV NLV NLV NLV ID 8.00E+05 NA 330 U 330 U 330 U 330 UJ 330 UJ 330 U Chrysene 218-01-9 NA NLL NA NLL ID ID ID ID ID 2.00E+06 NA NLL ID ID ID ID ID 8.00E+06 NA 330 U 330 U 330 U 330 UJ 330 UJ 330 U Dibenzo(a,h)anthracene 53-70-3 NA NLL NA NLL NLV NLV NLV NLV ID 2,000 NA NLL NLV NLV NLV NLV ID 8,000 NA 330 U 330 U 330 U 330 UJ 330 UJ 330 U Fluoranthene 206-44-0 NA 5,500 NA 7.30E+05 1.00E+09 7.40E+08 7.40E+08 7.40E+08 9.30E+09 4.60E+07 NA 7.30E+05 1.00E+09 8.90E+08 8.80E+08 8.80E+08 4.10E+09 1.30E+08 NA 330 U 330 U 330 U 330 UJ 330 UJ 330 U Fluorene 86-73-7 NA 5,300 NA 3.90E+05 5.80E+08 1.30E+08 1.30E+08 1.30E+08 9.30E+09 2.70E+07 4.70E+05 8.90E+05 1.00E+09 1.50E+08 1.50E+08 1.50E+08 4.10E+09 8.70E+07 8.30E+06 330 U 330 U 330 U 330 UJ 330 UJ 330 U Indeno(1,2,3-cd)pyrene 193-39-5 NA NLL NA NLL NLV NLV NLV NLV ID 20,000 NA NLL NLV NLV NLV NLV ID 80,000 NA 330 U 330 U 330 U 330 UJ 330 UJ 330 U Naphthalene 91-20-3 NA 730 NA 35,000 2.50E+05 3.00E+05 3.00E+05 3.00E+05 2.00E+08 1.60E+07 67 (M*) 1.00E+05 4.70E+05 3.50E+05 3.50E+05 3.50E+05 8.80E+07 5.20E+07 1,900 330 U 330 U 330 U 330 UJ 330 UJ 330 U Phenanthrene 85-01-8 NA 2,100 NA 56,000 2.80E+06 1.60E+05 1.60E+05 1.60E+05 6.70E+06 1.60E+06 1,700 1.60E+05 5.10E+06 1.90E+05 1.90E+05 1.90E+05 2.90E+06 5.20E+06 29,000 330 U 330 U 330 U 330 UJ 330 UJ 330 U Pyrene 129-00-0 NA ID NA 4.80E+05 1.00E+09 6.50E+08 6.50E+08 6.50E+08 6.70E+09 2.90E+07 2.50E+07 4.80E+05 1.00E+09 7.80E+08 7.80E+08 7.80E+08 2.90E+09 8.40E+07 4.40E+08 330 U 330 U 330 U 330 UJ 330 UJ 330 U Metals, Total CAS Number Arsenic (B) 7440-38-2 5,800 4,600 NA 4,600 NLV NLV NLV NLV 7.20E+05 7,600 NA 4,600 NLV NLV NLV NLV 9.10E+05 37,000 NA 2,900 2,000 U 2,000 U 2,200 2,400 13,000 Barium (B) 7440-39-3 75,000 4.40E+05 (G) NA 1.30E+06 NLV NLV NLV NLV 3.30E+08 3.70E+07 NA 1.30E+06 NLV NLV NLV NLV 1.50E+08 1.30E+08 NA 17,000 4,300 7,500 9,400 10,000 16,000 Cadmium (B) 7440-43-9 1,200 3,600 (G,X) NA 6,000 NLV NLV NLV NLV 1.70E+06 5.50E+05 NA 6,000 NLV NLV NLV NLV 2.20E+06 2.10E+06 NA 400 200 U 200 U 570 240 5,200 Chromium, Total (B, H) 7440-47-3 18,000 (total) 3,300 NA 30,000 NLV NLV NLV NLV 2.60E+05 2.50E+06 NA 30,000 NLV NLV NLV NLV 2.40E+05 9.20E+06 NA 62,000 11,000 28,000 76,000 100,000 1,600,000 Copper (B) 7440-50-8 32,000 75,000 (G) NA 5.80E+06 NLV NLV NLV NLV 1.30E+08 2.00E+07 NA 5.80E+06 NLV NLV NLV NLV 5.90E+07 7.30E+07 NA 48,000 12,000 68,000 38,000 59,000 380,000 Lead (B) 7439-92-1 21,000 5.10E+06 (G,X) NA 7.00E+05 NLV NLV NLV NLV 1.00E+08 4.00E+05 NA 7.00E+05 NLV NLV NLV NLV 4.40E+07 9.00E+05 NA 25,000 4,200 8,300 16,000 18,000 240,000 Mercury (Total) (B) 7439-97-6 130 50 (M); 1.2 NA 1,700 48,000 52,000 52,000 52,000 2.00E+07 1.60E+05 22 (M*) 1,700 89,000 62,000 62,000 62,000 8.80E+06 5.80E+05 390 (M*) 50 U 50 U 50 U 50 U 50 U 140 Selenium (B) 7782-49-2 410 400 NA 4,000 NLV NLV NLV NLV 1.30E+08 2.60E+06 NA 4,000 NLV NLV NLV NLV 5.90E+07 9.60E+06 NA 3,700 4,400 1,300 2,700 560 U 1,200 Silver (B) 7440-22-4 1,000 100 (M); 27 NA 4,500 NLV NLV NLV NLV 6.70E+06 2.50E+06 NA 13,000 NLV NLV NLV NLV 2.90E+06 9.00E+06 NA 520 U 500 U 460 U 520 U 470 U 2,900 Zinc (B) 7440-66-6 47,000 1.70E+05 (G) NA 2.40E+06 NLV NLV NLV NLV ID 1.70E+08 NA 5.00E+06 NLV NLV NLV NLV ID 6.30E+08 NA 74,000 15,000 24,000 66,000 67,000 1,900,000 Solids, Total (%) -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- 97 94 97 96 86 88 Results expressed in µg/Kg dry weight. Bolded values exceed an applicable criterion. Italicized values are below Statewide Default Background Level but exceed an applicable criterion or screening level. Data Qualifiers: J Estimated value U Not detected Footnotes/Abbreviations: (1) Part 201 Soil Generic Cleanup Criteria and Screening Levels/Part 213 Risk-based Screening Levels, December 30, 2013 (GSI Criteria Updated June 25, 2018). (2) EGLE Volatilization to Indoor Air Pathway Screening Levels, September 4, 2020. (B) Background, as defined in R 299.5701(b), may be substituted if higher than the calculated criterion. (G) Criterion dependent on receiving surface water hardness; calculated criteria based on water hardness of 150 mg/L. (H) Data provided for total chromium only; evaluated against hexavalent Chromium criteria. (M) Calculated criterion is below the target detection limit (TDL); first number is the criterion (TDL), the second is the risk-based value. (M*) The VIAP SL may be below TDL. In accordance with Sec. 20120a(10) when the TDL for a hazardous substance is greater than the developed VIAP SL, the TDL is used to evaluate the risk posed from the pathway. (X) Criterion is not protective for surface water used as a drinking water source. (MM) Hazardous substance is a carcinogen with a mutagenic mode of action. The cancer potency values used in calculating VIAP SLs are modified using age-dependent adjustment factors for those carcinogenic chemicals identified as mutagenic. Csat saturation concentration DC direct contact DWP drinking water protection GSIP groundwater surface water interface protection ID Insufficient data to develop criterion. MST meter source thickness NA not available NLL Not likely to leach under most soil conditions. NLV Not likely to volatilize under most conditions. PSI particulate soil inhalation SDBL statewide default background levels SL screening level SVIAI soil volatilization to indoor air inhalation VIAP volatilization to indoor air pathway VSIC volatile soil inhalation criteria Fishbeck | 1 of 2 Table 1 - Soil Data Summary Leestma Management, LLC, 1148 & 1204 West Western Ave., Muskegon, Muskegon County, Michigan October 2022 Sample Location: APNSB-01 APNSB-02 APNSB-03 APNSB-04 APNSB-05 Field Blank Soil Statewide Finite VSIC Finite VSIC Particulate Depth Interval (ft): (2-4) (6-8) (1-3) (4.5-6.5) (4-6) Drinking Water Volatilization to Infinite Direct Soil Saturation Default GSIP for 5 Meter for 2 Meter Soil Soil Investigative/Field Duplicate/QC: Investigative Investigative Investigative Investigative Investigative QC Protection Indoor Air Source Contact Concentration Background Criteria (1) Source Source Inhalation VIAP SL (2) Laboratory ID: 22102086-07 22102086-08 22102086-09 22102086-10 22102086-11 22102086-12 Criteria (1) Inhalation VSIC (1) Criteria (1) SL (1) Levels (1) Thickness (1) Thickness (1) Criteria (1) Collection Date: 10/21/22 10/21/22 10/21/22 10/21/22 10/21/22 10/21/22 Criteria (1) Volatile Organic Compounds CAS Number 1,1,1,2-Tetrachloroethane 630-20-6 20 U 21 U 23 U 22 U 20 U 30 U NA 1,500 ID 6,200 36,000 54,000 1.00E+05 4.20E+08 4.80E+05 (C) 4.40E+05 3.2 (M*) 1,1,1-Trichloroethane 71-55-6 20 U 21 U 23 U 22 U 20 U 30 U NA 4,000 1,800 2.50E+05 3.80E+06 1.20E+07 2.80E+07 6.70E+10 5.00E+08 (C) 4.60E+05 450 (EE) 1,1,2,2-Tetrachloroethane 79-34-5 20 U 21 U 23 U 22 U 20 U 30 U NA 170 1,600 (X) 4,300 10,000 10,000 14,000 5.40E+07 53,000 8.70E+05 2.7 (M*) 1,1,2-Trichloro-1,2,2-trifluoroethane 76-13-1 20 U 21 U 23 U 22 U 20 U 30 U NA 9.00E+06 (C) 1,700 5.10E+06 (C) 1.80E+08 8.80E+08 2.10E+09 5.10E+12 1.00E+09 (C,D) 5.50E+05 860 1,1,2-Trichloroethane 79-00-5 20 U 21 U 23 U 22 U 20 U 30 U NA 100 6,600 (X) 4,600 17,000 21,000 44,000 1.90E+08 1.80E+05 9.20E+05 0.37 (M*) 1,1-Dichloroethane 75-34-3 20 U 21 U 23 U 22 U 20 U 30 U NA 18,000 15,000 2.30E+05 2.10E+06 5.90E+06 1.40E+07 3.30E+10 2.70E+07 (C) 8.90E+05 2.6 (M*) 1,1-Dichloroethene 75-35-4 20 U 21 U 23 U 22 U 20 U 30 U NA 140 2,600 62 1,100 5,300 13,000 6.20E+07 2.00E+05 5.70E+05 12 (M*) 1,2,3-Trichloropropane 96-18-4 20 U 21 U 23 U 22 U 20 U 30 U NA 840 NA 4,000 9,200 9,200 11,000 2.00E+07 1.30E+06 (C) 8.30E+05 2.6 (M*) 1,2,4-Trichlorobenzene 120-82-1 68 U 70 U 76 U 72 U 68 U 100 U NA 4,200 5,900 (X) 9.60E+06 (C) 2.80E+07 2.80E+07 2.80E+07 2.50E+10 9.90E+05 (DD) 1.10E+06 53 (M*) 1,2,4-Trimethylbenzene 95-63-6 20 U 21 U 23 U 22 U 20 U 30 U NA 2,100 570 4.30E+06 (C) 2.10E+07 5.00E+08 5.00E+08 8.20E+10 3.20E+07 (C) 1.10E+05 150 (JT) 1,2-Dibromo-3-chloropropane (DBCP) 96-12-8 68 U 70 U 76 U 72 U 68 U 100 U NA 10 (M); 4.0 ID 220 260 260 260 5.60E+05 4,400 (C) 1,200 DATA 1,2-Dibromoethane (EDB) 106-93-4 20 U 21 U 23 U 22 U 20 U 30 U NA 20 (M); 1.0 110 (X) 670 1,700 1,700 3,300 1.40E+07 92 8.90E+05 0.074 (M*) 1,2-Dichlorobenzene 95-50-1 20 U 21 U 23 U 22 U 20 U 30 U NA 14,000 280 1.10E+07 (C) 3.90E+07 3.90E+07 5.20E+07 1.00E+11 1.90E+07 (C) 2.10E+05 1,500 1,2-Dichloroethane 107-06-2 68 U 70 U 76 U 72 U 68 U 100 U NA 100 7,200 (X) 2,100 6,200 11,000 26,000 1.20E+08 91,000 1.20E+06 0.82 (M*) 1,2-Dichloropropane 78-87-5 20 U 21 U 23 U 22 U 20 U 30 U NA 100 4,600 (X) 4,000 25,000 50,000 1.10E+05 2.70E+08 1.40E+05 5.50E+05 2.1 (M*) 1,3,5-Trimethylbenzene 108-67-8 68 U 70 U 76 U 72 U 68 U 100 U NA 1,800 1,100 2.60E+06 (C) 1.60E+07 3.80E+08 3.80E+08 8.20E+10 3.20E+07 (C) 94,000 100 (JT) 1,3-Dichlorobenzene 541-73-1 20 U 21 U 23 U 22 U 20 U 30 U NA 170 680 26,000 79,000 79,000 1.10E+05 2.00E+08 2.00E+05 (C) 1.70E+05 10 (M*) 1,3-Dichloropropene, cis- 10061-01-5 20 U 21 U 23 U 22 U 20 U 30 U -- -- -- -- -- -- -- -- -- -- -- 1,3-Dichloropropene, trans- 10061-02-6 20 U 21 U 23 U 22 U 20 U 30 U -- -- -- -- -- -- -- -- -- -- -- 1,3-Dichloropropene (Total) 542-75-6 40 U 42 U 46 U 44 U 40 U 60 U NA 170 180 (X) 1,000 18,000 68,000 1.60E+05 7.80E+08 10,000 6.20E+05 3.1 (J,M*) 1,4-Dichlorobenzene 106-46-7 20 U 21 U 23 U 22 U 20 U 30 U NA 1,700 360 19,000 77,000 77,000 1.10E+05 4.50E+08 4.00E+05 NA 23 (M*) 2-Butanone (MEK) 78-93-3 140 U 140 U 150 U 140 U 140 U 200 U NA 2.60E+05 44,000 5.40E+07 (C) 2.90E+07 2.90E+07 3.50E+07 6.70E+10 1.20E+08 (C,DD) 2.70E+07 31,000 (DD*) 2-Hexanone 591-78-6 20 U 21 U 23 U 22 U 20 U 30 U NA 20,000 ID 9.90E+05 1.10E+06 1.10E+06 1.40E+06 2.70E+09 3.20E+07 (C) 2.50E+06 210 (M*) 2-Methylnaphthalene 91-57-6 68 U 70 U 36 J 44 J 68 U 100 U NA 57,000 4,200 2.70E+06 1.50E+06 1.50E+06 1.50E+06 6.70E+08 8.10E+06 NA 1,700 4-Methyl-2-pentanone (MIBK) 108-10-1 20 U 21 U 23 U 22 U 20 U 30 U NA 36,000 ID 3.70E+07 (C) 4.50E+07 4.50E+07 6.70E+07 1.40E+11 5.60E+07 (C) 2.70E+06 3,300 Acetone 67-64-1 140 170 76 U 170 180 340 NA 15,000 34,000 2.90E+08 (C) 1.30E+08 1.30E+08 1.90E+08 3.90E+11 2.30E+07 1.10E+08 2.60E+05 (EE) Acrylonitrile 107-13-1 68 U 70 U 76 U 72 U 68 U 100 U NA 100 (M); 52 100 (M); 40 6,600 5,000 5,100 10,000 4.60E+07 16,000 8.30E+06 1.2 (M*) Benzene 71-43-2 20 U 21 U 23 U 22 U 20 U 30 U NA 100 4,000 (X) 1,600 13,000 34,000 79,000 3.80E+08 1.80E+05 4.00E+05 1.7 (M*) Bromochloromethane 74-97-5 20 U 21 U 23 U 22 U 20 U 30 U -- -- -- -- -- -- -- -- -- --- -- Bromodichloromethane 75-27-4 20 U 21 U 23 U 22 U 20 U 30 U NA 1,600 (W) ID 1,200 9,100 9,700 19,000 8.40E+07 1.10E+05 1.50E+06 0.61 (M*) Bromoform 75-25-2 20 U 21 U 23 U 22 U 20 U 30 U NA 1,600 (W) ID 1.50E+05 9.00E+05 9.00E+05 9.00E+05 2.80E+09 8.20E+05 8.70E+05 45 (M*) Bromomethane 74-83-9 68 U 70 U 76 U 72 U 68 U 100 U NA 200 100 860 11,000 57,000 1.40E+05 3.30E+08 3.20E+05 2.20E+06 0.90 (M*) Carbon disulfide 75-15-0 20 U 21 U 23 U 22 U 20 U 30 U NA 16,000 ID 76,000 1.30E+06 7.90E+06 1.90E+07 4.70E+10 7.20E+06 (C,DD) 2.80E+05 52 (M*) Carbon tetrachloride 56-23-5 20 U 21 U 23 U 22 U 20 U 30 U NA 100 760 (X) 190 3,500 12,000 28,000 1.30E+08 96,000 3.90E+05 0.31 (M*) Chlorobenzene 108-90-7 20 U 21 U 23 U 22 U 20 U 30 U NA 2,000 500 1.20E+05 7.70E+05 9.90E+05 2.10E+06 4.70E+09 4.30E+06 (C) 2.60E+05 82 Chloroethane 75-00-3 68 U 70 U 76 U 72 U 68 U 100 U NA 8,600 22,000 (X) 2.90E+06 (C) 3.00E+07 1.20E+08 2.80E+08 6.70E+11 2.60E+06 (C) 9.50E+05 330 Chloroform 67-66-3 20 U 21 U 23 U 22 U 20 U 30 U NA 1,600 (W) 7,000 7,200 45,000 1.20E+05 2.70E+05 1.30E+09 1.20E+06 1.50E+06 0.26 (M*) Chloromethane 74-87-3 68 U 70 U 76 U 72 U 68 U 100 U NA 5,200 ID 2,300 40,000 4.10E+05 1.00E+06 4.90E+09 1.60E+06 (C) 1.10E+06 6.9 (M*) cis-1,2-Dichloroethene 156-59-2 20 U 21 U 23 U 22 U 20 U 30 U NA 1,400 12,000 22,000 1.80E+05 4.20E+05 9.90E+05 2.30E+09 2.50E+06 (C) 6.40E+05 2.1 (M*) Dibromochloromethane 124-48-1 20 U 21 U 23 U 22 U 20 U 30 U NA 1,600 (W) ID 3,900 24,000 24,000 33,000 1.30E+08 1.10E+05 6.10E+05 0.40 (M*,MM) Dibromomethane 74-95-3 20 U 21 U 23 U 22 U 20 U 30 U NA 1,600 NA ID ID ID ID ID 2.50E+06 (C) 2.00E+06 3.5 (M*) Dichlorodifluoromethane 75-71-8 68 U 70 U 76 U 72 U 68 U 100 U NA 95,000 ID 9.00E+05 5.30E+07 5.50E+08 1.40E+09 3.30E+12 5.20E+07 (C) 1.00E+06 12 (M*) Diethyl ether 60-29-7 20 U 21 U 23 U 22 U 20 U 30 U NA 200 ID 2.80E+07 (C) 8.50E+07 1.50E+08 3.40E+08 8.00E+11 1.10E+08 (C) 7.40E+06 350 Ethylbenzene 100-41-4 20 U 21 U 23 U 22 U 20 U 30 U NA 1,500 360 87,000 7.20E+05 1.00E+06 2.20E+06 1.00E+10 2.20E+07 (C) 1.40E+05 12 (M*) Hexachloroethane 67-72-1 68 U 70 U 76 U 72 U 68 U 100 U NA 430 1,800 (X) 40,000 5.50E+05 9.30E+05 9.30E+05 2.30E+08 2.30E+05 NA 3.2 (M*) Iodomethane 74-88-4 340 U 350 U 380 U 360 U 340 U 500 U -- -- -- -- -- -- -- -- -- -- -- Isopropyl benzene (Cumene) 98-82-8 20 U 21 U 23 U 22 U 20 U 30 U NA 91,000 3,200 4.00E+05 (C) 1.70E+06 1.70E+06 2.80E+06 5.80E+09 2.50E+07 (C) 3.90E+05 3.8 (M*) Methyl-tert-butyl ether (MTBE) 1634-04-4 20 U 21 U 23 U 22 U 20 U 30 U NA 800 1.40E+05 (X) 9.90E+06 (C) 2.50E+07 3.90E+07 8.70E+07 2.00E+11 1.50E+06 5.90E+06 74 (M*) Methylene chloride 75-09-2 170 U 170 U 190 U 180 U 170 U 250 U NA 100 30,000 (X) 45,000 2.10E+05 5.90E+05 1.40E+06 6.60E+09 1.30E+06 2.30E+06 130 n-Propylbenzene 103-65-1 20 U 21 U 23 U 22 U 20 U 30 U NA 1,600 ID ID ID ID ID 1.30E+09 2.50E+06 1.00E+07 1,800 (DD*) Naphthalene 91-20-3 68 U 70 U 76 U 89 68 U 100 U NA 35,000 730 2.50E+05 3.00E+05 3.00E+05 3.00E+05 2.00E+08 1.60E+07 NA 67 (M*) Styrene 100-42-5 20 U 21 U 23 U 22 U 20 U 30 U NA 2,700 2,100 (X) 2.50E+05 9.70E+05 9.70E+05 1.40E+06 5.50E+09 4.00E+05 5.20E+05 150 Tetrachloroethene (PCE) 127-18-4 20 U 21 U 23 U 22 U 20 U 30 U NA 100 1,200 (X) 11,000 1.70E+05 4.80E+05 1.10E+06 2.70E+09 2.00E+05 (C) 88,000 6.2 (M*,EE) Toluene 108-88-3 20 U 21 U 23 U 22 U 20 U 30 U NA 16,000 5,400 3.30E+05 (C) 2.80E+06 5.10E+06 1.20E+07 2.70E+10 5.00E+07 (C) 2.50E+05 3,700 trans-1,2-Dichloroethene 156-60-5 20 U 21 U 23 U 22 U 20 U 30 U NA 2,000 30,000 (X) 23,000 2.80E+05 8.30E+05 2.00E+06 4.70E+09 3.80E+06 (C) 1.40E+06 12 (M*) trans-1,4-Dichloro-2-butene 110-57-6 20 U 21 U 23 U 22 U 20 U 30 U -- -- -- -- -- -- -- -- -- -- -- Trichloroethene (TCE) 79-01-6 20 U 21 U 23 U 22 U 20 U 30 U NA 100 4,000 (X) 1,000 11,000 25,000 57,000 1.30E+08 1.10E+05 (DD) 5.00E+05 0.33 (M*,DD*) Trichlorofluoromethane 75-69-4 20 U 21 U 23 U 22 U 20 U 30 U NA 52,000 NA 2.80E+06 (C) 9.20E+07 6.30E+08 1.50E+09 3.80E+12 7.90E+07 (C) 5.60E+05 19 (M*) Vinyl acetate 108-05-4 170 U 170 U 190 U 180 U 170 U 250 U NA 13,000 NA 7.90E+05 1.70E+06 2.60E+06 5.80E+06 1.30E+10 5.80E+06 (C) 2.40E+06 160 (M*) Vinyl chloride 75-01-4 20 U 21 U 23 U 22 U 20 U 30 U NA 40 260 (X) 270 4,200 30,000 73,000 3.50E+08 3,800 4.90E+05 0.082 (M*,MM) Xylenes, meta- & para- 179601-23-1 41 U 42 U 46 U 43 U 41 U 60 U -- -- -- -- -- -- -- -- -- -- -- Xylene, ortho- 95-47-6 20 U 21 U 23 U 22 U 20 U 30 U -- -- -- -- -- -- -- -- -- -- -- Xylenes, Total 1330-20-7 61 U 63 U 68 U 65 U 61 U 90 U NA 5,600 980 6.30E+06 (C) 4.60E+07 6.10E+07 1.30E+08 2.90E+11 4.10E+08 (C) 1.50E+05 280 (J) Z:\2020\201515\WORK\Rept\Phase II ESA_October 2022\TBL01_DataSummary-Soil_2022_10.xlsx 11/22/2022 Fishbeck | 2 of 2 Table 1 - Soil Data Summary Leestma Management, LLC, 1148 & 1204 West Western Ave., Muskegon, Muskegon County, Michigan October 2022 Sample Location: APNSB-01 APNSB-02 APNSB-03 APNSB-04 APNSB-05 Field Blank Soil Statewide Finite VSIC Finite VSIC Particulate Depth Interval (ft): (2-4) (6-8) (1-3) (4.5-6.5) (4-6) Drinking Water Volatilization to Infinite Direct Soil Saturation Default GSIP for 5 Meter for 2 Meter Soil Soil Investigative/Field Duplicate/QC: Investigative Investigative Investigative Investigative Investigative QC Protection Indoor Air Source Contact Concentration Background Criteria (1) Source Source Inhalation VIAP SL (2) Laboratory ID: 22102086-07 22102086-08 22102086-09 22102086-10 22102086-11 22102086-12 Criteria (1) Inhalation VSIC (1) Criteria (1) SL (1) Levels (1) Thickness (1) Thickness (1) Criteria (1) Collection Date: 10/21/22 10/21/22 10/21/22 10/21/22 10/21/22 10/21/22 Criteria (1) Polynuclear Aromatic Compounds CAS Number 2-Methylnaphthalene 91-57-6 4.4 U 47 U 4.6 U 4.5 U 62 U -- NA 57,000 4,200 2.70E+06 1.50E+06 1.50E+06 1.50E+06 6.70E+08 8.10E+06 NA 1,700 Acenaphthene 83-32-9 4.4 U 47 U 4.6 U 30 62 U -- NA 3.00E+05 8,700 1.90E+08 8.10E+07 8.10E+07 8.10E+07 1.40E+10 4.10E+07 NA 2.00E+05 Acenaphthylene 208-96-8 4.4 U 47 U 4.6 U 4.5 U 62 U -- NA 5,900 ID 1.60E+06 2.20E+06 2.20E+06 2.20E+06 2.30E+09 1.60E+06 NA DATA Anthracene 120-12-7 4.4 U 47 U 4.6 U 210 62 U -- NA 41,000 ID 1.00E+09 1.40E+09 1.40E+09 1.40E+09 6.70E+10 2.30E+08 NA 1.30E+07 Benzo(a)anthracene 56-55-3 8.3 47 U 4.6 U 230 65 -- NA NLL NLL NLV NLV NLV NLV ID 20,000 NA 1.60E+05 (MM) Benzo(a)pyrene 50-32-8 7.2 47 U 4.6 U 180 70 -- NA NLL NLL NLV NLV NLV NLV 1.50E+06 2,000 NA NA Benzo(b)fluoranthene 205-99-2 8.8 47 U 4.6 U 210 130 -- NA NLL NLL ID ID ID ID ID 20,000 NA NA Benzo(g,h,i)perylene 191-24-2 4.9 47 U 4.6 U 120 89 -- NA NLL NLL NLV NLV NLV NLV 8.00E+08 2.50E+06 NA NA Benzo(k)fluoranthene 207-08-9 5.7 47 U 4.6 U 110 61 J -- NA NLL NLL NLV NLV NLV NLV ID 2.00E+05 NA NA Chrysene 218-01-9 13 63 5.0 260 130 -- NA NLL NLL ID ID ID ID ID 2.00E+06 NA NA Dibenzo(a,h)anthracene 53-70-3 4.4 U 47 U 4.6 U 19 62 U -- NA NLL NLL NLV NLV NLV NLV ID 2,000 NA NA Fluoranthene 206-44-0 18 60 6.6 700 98 -- NA 7.30E+05 5,500 1.00E+09 7.40E+08 7.40E+08 7.40E+08 9.30E+09 4.60E+07 NA NA Fluorene 86-73-7 4.4 U 47 U 4.6 U 49 62 U -- NA 3.90E+05 5,300 5.80E+08 1.30E+08 1.30E+08 1.30E+08 9.30E+09 2.70E+07 NA 4.70E+05 Indeno(1,2,3-cd)pyrene 193-39-5 4.4 47 U 4.6 U 150 71 -- NA NLL NLL NLV NLV NLV NLV ID 20,000 NA NA Naphthalene 91-20-3 4.4 U 47 U 4.6 U 4.5 U 62 U -- NA 35,000 730 2.50E+05 3.00E+05 3.00E+05 3.00E+05 2.00E+08 1.60E+07 NA 67 (M*) Phenanthrene 85-01-8 4.4 U 47 U 4.6 U 620 62 U -- NA 56,000 2,100 2.80E+06 1.60E+05 1.60E+05 1.60E+05 6.70E+06 1.60E+06 NA 1,700 Pyrene 129-00-0 18 77 8.7 580 120 -- NA 4.80E+05 ID 1.00E+09 (D) 6.50E+08 6.50E+08 6.50E+08 6.70E+09 2.90E+07 NA 2.50E+07 Metals, Total CAS Number Arsenic (B) 7440-38-2 3,900 3,700 9,100 4,400 9,100 -- 5,800 4,600 4,600 NLV NLV NLV NLV 7.20E+05 7,600 NA NA Barium (B) 7440-39-3 9,500 18,000 J 9,200 7,000 14,000 -- 75,000 1.30E+06 4.40E+05 (G) NLV NLV NLV NLV 3.30E+08 3.70E+07 NA NA Cadmium (B) 7440-43-9 76 J 790 1,000 120 J 150 U -- 1,200 6,000 3,600 (G,X) NLV NLV NLV NLV 1.70E+06 5.50E+05 NA NA Chromium, Total (B, H) 7440-47-3 20,000 50,000 140,000 22,000 38,000 -- 18,000 (total) 30,000 3,300 NLV NLV NLV NLV 2.60E+05 2.50E+06 NA NA Copper (B) 7440-50-8 19,000 32,000 77,000 48,000 89,000 -- 32,000 5.80E+06 75,000 (G) NLV NLV NLV NLV 1.30E+08 2.00E+07 NA NA Lead (B) 7439-92-1 16,000 38,000 65,000 6,900 4,600 -- 21,000 7.00E+05 5.10E+06 (G,X) NLV NLV NLV NLV 1.00E+08 4.00E+05 NA NA Mercury (Total) (B) 7439-97-6 19 U 24 280 940 19 U -- 130 1,700 50 (M); 1.2 48,000 52,000 52,000 52,000 2.00E+07 1.60E+05 NA 22 (M*) Selenium (B) 7782-49-2 350 U 390 U 36,000 390 U 380 U -- 410 4,000 400 NLV NLV NLV NLV 1.30E+08 2.60E+06 NA NA Silver (B) 7440-22-4 350 U 62 J 410 69 J 380 U -- 1,000 4,500 100 (M); 27 NLV NLV NLV NLV 6.70E+06 2.50E+06 NA NA Zinc (B) 7440-66-6 19,000 30,000 290,000 15,000 7,000 -- 47,000 2.40E+06 1.70E+05 (G) NLV NLV NLV NLV ID 1.70E+08 NA NA Solids, Total (%) -- 93.4 91.1 89.0 90.3 92.8 -- -- -- -- -- -- -- -- -- -- -- -- Results expressed in µg/Kg dry weight. Bolded values exceed Statewide Default Background Level and an applicable criterion or screening level. Italicized values are below Statewide Default Background Level but exceed an applicable criterion or screening level. Underlined parameters are classified as Polynuclear Aromatic Compounds. Data Qualifiers: J Estimated value U Not detected Footnotes/Abbreviations: (1) Part 201 Residential Soil Generic Cleanup Criteria and Screening Levels/Part 213 Risk-based Screening Levels, December 30, 2013 (GSI Criteria Updated June 25, 2018). (2) EGLE Volatilization to Indoor Air Pathway Screening Levels, September 4, 2020. (B) Background, as defined in R 299.5701(b), may be substituted if higher than the calculated criterion. (C) Value is screening level based on the chemical-specific generic soil saturation concentration (Csat). (D) Calculated criterion exceeds 100 percent; hence it is reduced to 100 percent or 1.00E+09 parts per billion (ppb). (G) Criterion dependent on receiving surface water (SW) hardness; calculated criteria based on water hardness of 150 mg/L. (H) Data provided for total chromium only; evaluated against hexavalent chromium criteria. (J) Hazardous substance may be present in several isomer forms. Isomer-specific concentrations must be added together for comparison to criteria. (JT) Hazardous substance may be present in several isomer forms. The VIAP SL may be used for the individual isomer provided that it is the sole isomer detected; however, when multiple isomers are detected in a medium, the isomer-specific concentrations must be added together and compared to the most restrictive VIAP SL of the detected isomers. (M) Calculated criterion is below the target detection limit (TDL); first number is the criterion (TDL), the second is the risk-based value. (M*) The VIAP SL may be below TDL. In accordance with Sec. 20120a(10) when the TDL for a hazardous substance is greater than the developed VIAP SL, the TDL is used to evaluate the risk posed from the pathway. (W) Concentrations of trihalomethanes must be added together to determine compliance with criterion. (X) Criterion is not protective for SW used as a drinking water (DW) source. (DD) Hazardous substance causes developmental effects. Residential direct contact criteria are protective of both prenatal and postnatal exposure. (DD*) Hazardous substance causes developmental effects. Residential VIAP SLs are protective of both prenatal exposure using a pregnant female receptor and postnatal exposure using a child receptor. Prenatal developmental effects may occur after an acute (i.e. short- term) or full-term exposure. (EE) The acceptable air concentration (AAC) for the volatile hazardous substances is not derived using standard equations. The hazardous substance may cause adverse human health effects for less than chronic exposures (i.e. short-term or acute). The AAC for these hazardous substances is the acute or intermediate minimum risk level (MRL) developed by the Agency for Toxic Substances and Disease Registry (ATSDR), a USEPA Integrated Risk Information System (IRIS) acute reference concentration, or an acute initial threshold screening level (ITSL) by the EGLE’s Air Quality Division. (MM) Hazardous substance is a carcinogen with a mutagenic mode of action. The cancer potency values used in calculating VIAP SLs are modified using age-dependent adjustment factors for those carcinogenic chemicals identified as mutagenic. DATA Insufficient physical chemical parameters to calculate a VIAP SL for specified media. If detections are present in specified media, health-based soil vapor value should be used to evaluate risk. GSIP groundwater surface water interface protection ID Insufficient data to develop criterion. NA not available NLL Not likely to leach under most soil conditions. NLV Not likely to volatilize under most conditions. SL screening level VIAP volatilization to indoor air pathway VSIC volatile soil inhalation criteria Z:\2020\201515\WORK\Rept\Phase II ESA_October 2022\TBL01_DataSummary-Soil_2022_10.xlsx 11/22/2022 Fishbeck | 1 of 3 Table 2 - Groundwater Data Summary Leestma Management, LLC, 1148 & 1204 West Western Ave., Muskegon, Muskegon County, Michigan October 2022 Monitoring Location: APNTW-01 APNTW-02 APNTW-03 APNTW-04 APNTW-05 Trip Blank Residential Flammability Residential GW- Residential GW- Depth Interval (ft): (6.5-11.5) (6-11) (7-12) (9.5-14.5) (7.5-12.5) Residential GSI Water Groundwater and Explosivity Shallow Not in Contact VIAP Laboratory ID: 22102086-01 22102086-02 22102086-03 22102086-04 22102086-05 22102086-06 DWC (1) Criteria (1) (1) Solubility (1) Collection Date: VIAIC SL (1) VIAP SL (2) SL (2) 10/21/22 10/21/22 10/21/22 10/21/22 10/21/22 10/21/22 Volatile Organic Compounds CAS Number 1,1,1,2-Tetrachloroethane 630-20-6 1U 1U 1U 1U 1U 1U 77 ID 15,000 1.10E+06 ID 3.1 89 1,1,1-Trichloroethane 71-55-6 1U 1U 1U 1U 1U 1U 200 (A) 89 6.60E+05 1.33E+06 ID 180 (FF*) 17,000 (EE*) 1,1,2,2-Tetrachloroethane 79-34-5 1U 1U 1U 1U 1U 1U 8.5 78 (X) 12,000 2.97E+06 ID 2.4 71 1,1,2-Trichloro-1,2,2-trifluoroethane 76-13-1 1U 1U 1U 1U 1U 1U 1.70E+05 (S) 32 1.70E+05 (S) 1.70E+05 ID 840 2,700 1,1,2-Trichloroethane 79-00-5 1U 1U 1U 1U 1U 1U 5.0 (A) 330 (X) 17,000 4.42E+06 NA 0.47 (M*) 14 1,1-Dichloroethane 75-34-3 1U 1U 1U 1U 1U 1U 880 740 1.00E+06 5.06E+06 3.80E+05 4.7 130 1,1-Dichloroethene 75-35-4 1U 1U 1U 1U 1U 1U 7.0 (A) 130 200 2.25E+06 97,000 18 330 1,2,3-Trichloropropane 96-18-4 1U 1U 1U 1U 1U 1U 42 NA 8,300 1.90E+06 NA 1.9 57 1,2,4-Trichlorobenzene 120-82-1 1U 1U 1U 1U 1U 1U 70 (A) 99 (X) 3.00E+05 (S) 3.00E+05 NA 3.8 (M*) 110 1,2,4-Trimethylbenzene 95-63-6 1U 1U 3.8 1U 1U 1U 63/1,000 (E) 17 56,000 (S) 55,890 56,000 (S) 25 (JT) 670 (JT) 1,2-Dibromo-3-chloropropane (DBCP) 96-12-8 1U 1U 1U 1U 1U 1U 0.20 (A) ID 220 1,230 NA 0.00045 (M*,MM) 0.00045 (CC*,M*,MM) 1,2-Dibromoethane (EDB) 106-93-4 1U 1U 1U 1U 1U 1U 0.050 (A) 5.7 (X) 2,400 4.20E+06 ID 0.13 3.8 1,2-Dichlorobenzene 95-50-1 1U 1U 1U 1U 1U 1U 600 (A) 13 1.60E+05 (S) 1.56E+05 NA 370 11,000 1,2-Dichloroethane 107-06-2 1U 1U 1U 1U 1U 1U 5.0 (A) 360 (X) 9,600 8.52E+06 2.50E+06 1.4 41 1,2-Dichloropropane 78-87-5 1U 1U 1U 1U 1U 1U 5.0 (A) 230 (X) 16,000 2.80E+06 5.50E+05 2.6 74 1,3,5-Trimethylbenzene 108-67-8 1U 1U 1.4 1U 1U 1U 72/1,000 (E) 45 61,000 (S) 61,150 ID 18 (JT) 470 (JT) 1,3-Dichlorobenzene 541-73-1 1U 1U 1U 1U 1U 1U 6.6 28 18,000 1.11E+05 ID 2.6 75 1,3-Dichloropropene, cis- 10061-01-5 1U 1U 1U 1U 1U 1U -- -- -- -- -- -- -- 1,3-Dichloropropene, trans- 10061-02-6 1U 1U 1U 1U 1U 1U -- -- -- -- -- -- -- 1,3-Dichloropropene (Total) (Calc.) 542-75-6 2U 2U 2U 2U 2U 2U 8.5 9.0 (X) 3,900 2.80E+06 1.30E+05 3.3 (J) 95 (J) 1,4-Dichlorobenzene 106-46-7 1U 1U 1U 1U 1U 1U 75 (A) 17 16,000 73,800 NA 5.9 170 2-Butanone (MEK) 78-93-3 2.2 J 5U 5U 5U 5U 2.0 J 13,000 2,200 2.40E+08 (S) 2.40E+08 ID 2,600 (DD) 4.30E+06 (DD) 2-Hexanone 591-78-6 5U 5U 5U 5U 5U 5U 1,000 ID 4.20E+06 1.60E+07 NA 660 20,000 2-Methylnaphthalene 91-57-6 25 U 77 43 28 5U 1.5 J 260 19 25,000 (S) 24,600 ID 66 2,000 4-Methyl-2-pentanone (MIBK) 108-10-1 1U 1U 1U 1U 1U 1U 1,800 ID 2.00E+07 (S) 2.00E+07 ID 660 20,000 Acetone 67-64-1 10 U 10 U 10 U 10 U 10 U 10 U 730 1,700 1.00E+09 (D,S) 1.00E+09 1.50E+07 50,000 (FF*) 50,000 Acrylonitrile 107-13-1 1U 1U 1U 1U 1U 1U 2.6 2.0 (M); 1.2 34,000 7.50E+07 6.40E+06 4.6 140 Benzene 71-43-2 1U 1U 3.7 1U 1U 1U 5.0 (A) 200 (X) 5,600 1.75E+06 68,000 1.0 28 Bromochloromethane 74-97-5 1U 1U 1U 1U 1U 1U -- -- -- -- -- -- -- Bromodichloromethane 75-27-4 1U 1U 1U 1U 1U 1U 80 (A,W) ID 4,800 6.74E+06 ID 1.2 34 Bromoform 75-25-2 1U 1U 1U 1U 1U 1U 80 (A,W) ID 4.70E+05 3.10E+06 ID 89 2,700 Bromomethane 74-83-9 1U 1U 1U 1U 1U 1U 10 5.0 (M); 4.2 4,000 1.45E+07 ID 2.1 (M*) 55 Carbon Disulfide 75-15-0 1U 1U 1.1 1U 1U 1U 800 ID 2.50E+05 1.19E+06 13,000 92 2,100 Carbon Tetrachloride 56-23-5 1U 1U 1U 1U 1U 1U 5.0 (A) 38 (X) 370 7.93E+05 ID 0.41 (M*) 7.7 Chlorobenzene 108-90-7 1U 1U 1U 1U 1U 1U 100 (A) 25 2.10E+05 4.72E+05 1.60E+05 33 940 Chloroethane 75-00-3 1U 1U 1U 1U 1U 4.6 430 1,100 (X) 5.70E+06 (S) 5.74E+06 1.10E+05 620 15,000 Chloroform 67-66-3 1U 1U 1U 1U 1U 1U 80 (A,W) 350 28,000 7.92E+06 ID 0.49 (M*) 14 Chloromethane 74-87-3 1U 1U 1U 1U 1U 1U 260 ID 8,600 6.34E+06 36,000 15 380 cis-1,2-Dichloroethene 156-59-2 1U 1U 1U 1U 1U 1U 70 (A) 620 93,000 3.50E+06 5.30E+05 3.4 95 Dibromochloromethane 124-48-1 1U 1U 1U 1U 1U 1U 80 (A,W) ID 14,000 2.60E+06 ID 0.78 (M*,MM) 23 (MM) Dibromomethane 74-95-3 1U 1U 1U 1U 1U 1U 80 NA ID 1.10E+07 ID 8.8 260 Dichlorodifluoromethane 75-71-8 1U 1U 1U 1U 1U 1U 1,700 ID 2.20E+05 3.00E+05 ID 13 49 Diethyl Ether 60-29-7 1U 1U 1U 1U 1U 1U 10/3,700 (E) ID 6.10E+07 (S) 6.10E+07 6.50E+05 1,200 36,000 Ethylbenzene 100-41-4 1U 1U 1U 1U 1U 1U 74/700 (E) 18 1.10E+05 1.69E+05 43,000 2.8 74 Hexachloroethane 67-72-1 1U 1U 1U 1U 1U 1U 7.3 6.7 (X) 27,000 50,000 ID 1.5 (M*) 43 Z:\2020\201515\WORK\Rept\Phase II ESA_October 2022\TBL02_DataSummary-GW_2022_10.xlsx 11/22/2022 Fishbeck | 2 of 3 Table 2 - Groundwater Data Summary Leestma Management, LLC, 1148 & 1204 West Western Ave., Muskegon, Muskegon County, Michigan October 2022 Monitoring Location: APNTW-01 APNTW-02 APNTW-03 APNTW-04 APNTW-05 Trip Blank Residential Flammability Residential GW- Residential GW- Depth Interval (ft): (6.5-11.5) (6-11) (7-12) (9.5-14.5) (7.5-12.5) Residential GSI Water Groundwater and Explosivity Shallow Not in Contact VIAP Laboratory ID: 22102086-01 22102086-02 22102086-03 22102086-04 22102086-05 22102086-06 DWC (1) Criteria (1) (1) Solubility (1) (1) (2) (2) Collection Date: VIAIC SL VIAP SL SL 10/21/22 10/21/22 10/21/22 10/21/22 10/21/22 10/21/22 Iodomethane 74-88-4 5U 5U 5U 5U 5U 5U -- -- -- -- -- -- -- Isopropylbenzene (Cumene) 98-82-8 1U 1U 1U 1U 1U 1U 800 28 56,000 (S) 56,000 29,000 0.60 (M*) 15 Methyl tert-Butyl Ether (MTBE) 1634-04-4 1U 1U 1U 1U 1U 1U 40/240 (E) 7,100 (X) 4.70E+07 (S) 4.68E+07 ID 250 7,400 Methylene Chloride 75-09-2 5U 5U 5U 5U 5U 5U 5.0 (A) 1,500 (X) 2.20E+05 1.70E+07 ID 79 (FF*) 8,400 n-Propylbenzene 103-65-1 1U 1U 1U 1U 1U 1U 80 ID ID NA ID 43 (DD) 6,100 (DD) Naphthalene 91-20-3 25 U 57 22 12 5U 5U 520 11 31,000 (S) 31,000 NA 4.2 (M*) 130 Styrene 100-42-5 1U 1U 1U 1U 1U 1U 100 (A) 80 (X) 1.70E+05 3.10E+05 1.40E+05 33 960 Tetrachloroethene (PCE) 127-18-4 1U 1U 1U 1U 1U 1U 5.0 (A) 60 (X) 25,000 2.00E+05 ID 1.5 (FF*) 130 (EE*) Toluene 108-88-3 1U 1U 2.0 1U 1U 1U 790/1,000 (E) 270 5.30E+05 (S) 5.26E+05 61,000 300 (FF*) 41,000 trans-1,2-Dichloroethene 156-60-5 1U 1U 1U 1U 1U 1U 100 (A) 1,500 (X) 85,000 6.30E+06 2.30E+05 16 390 trans-1,4-Dichloro-2-butene 110-57-6 2U 2U 2U 2U 2U 2U -- -- -- -- -- -- -- Trichloroethene (TCE) 79-01-6 1U 1U 1U 1U 1U 1U 5.0 (A) 200 (X) 2,200 1.10E+06 ID 0.073 (M*,DD) 10 (DD) Trichlorofluoromethane 75-69-4 1U 1U 1U 1U 1U 1U 2,600 NA 1.10E+06 (S) 1.10E+06 ID 22 190 Vinyl Acetate 108-05-4 5U 5U 5U 5U 5U 5U 640 NA 4.10E+06 2.00E+07 1.80E+06 690 21,000 Vinyl Chloride 75-01-4 1U 1U 1U 1U 1U 1U 2.0 (A) 13 (X) 1,100 2.76E+06 33,000 0.12 (M*,MM) 2.1 (MM) Xylenes, meta- & para- 179601-23-1 2.4 2U 2U 2U 2U 2U -- -- -- -- -- -- -- Xylene, ortho- 95-47-6 1U 1U 1.0 1U 1U 1U -- -- -- -- -- -- -- Xylenes, Total 1330-20-7 2.4 J 3U 1.0 J 3U 3U 3U 280/10,000 (E) 49 1.90E+05 (S) 1.86E+05 70,000 75 (J) 2,000 (J) Polynuclear Aromatic Compounds CAS Number 2-Methylnaphthalene 91-57-6 5U 5U 120 U 3.9 J 5U -- 260 19 25,000 (S) 24,600 ID 66 2,000 Acenaphthene 83-32-9 1U 0.074 J 24 U 0.37 J 1U -- 1,300 38 4,200 (S) 4,240 ID 3,900 (S) 3,900 (S) Acenaphthylene 208-96-8 1U 1U 24 U 0.10 J 1U -- 52 ID 3,900 (S) 3,930 ID 65 65 (CC*) Anthracene 120-12-7 1U 0.087 J 24 U 0.045 J 1U -- 43 (S) ID 43 (S) 43.4 ID 43 (S) 43 (S) Benzo(a)anthracene 56-55-3 1U 0.36 J 24 U 0.14 J 1U -- 2.1 ID NLV 9.4 ID 9.4 (S,MM) 9.4 (S,MM) Benzo(a)pyrene 50-32-8 1U 0.43 J 24 U 0.18 J 1U -- 5.0 (A) ID NLV 1.62 ID NA NA Benzo(b)fluoranthene 205-99-2 1U 0.65 J 24 U 0.31 J 1U -- 1.5 (S,AA) ID ID 1.5 ID NA NA Benzo(g,h,i)perylene 191-24-2 1U 0.31 J 24 U 0.13 J 1U -- 1.0 (M); 0.26 (S) ID NLV 0.26 ID NA NA Benzo(k)fluoranthene 207-08-9 1U 0.28 J 24 U 1U 1U -- 1.0 (M); 0.80 (S) NA NLV 0.80 ID NA NA Chrysene 218-01-9 1U 0.54 J 24 U 0.27 J 1U -- 1.6 (S) ID ID 1.6 ID NA NA Dibenzo(a,h)anthracene 53-70-3 2U 2U 48 U 2U 2U -- 2.0 (M); 0.21 ID NLV 2.49 ID NA NA Fluoranthene 206-44-0 1U 0.79 J 24 U 0.26 J 1U -- 210 (S) 1.6 210 (S) 206 ID NA NA Fluorene 86-73-7 1U 1U 24 U 0.65 J 1U -- 880 12 2,000 (S) 1,980 ID 1,700 (S) 1,700 (S) Indeno(1,2,3-cd)pyrene 193-39-5 2U 0.32 J 48 U 2U 2U -- 2.0 (M); 0.022 (S) ID NLV 0.022 ID NA NA Naphthalene 91-20-3 1U 1U 24 U 2.5 1U -- 520 11 31,000 (S) 31,000 NA 4.2 (M*) 130 Phenanthrene 85-01-8 1U 0.21 J 24 U 0.76 J 1U -- 52 2.0 (M); 1.7 1,000 (S) 1,000 ID 9.5 290 Pyrene 129-00-0 1U 0.89 J 24 U 0.39 J 1U -- 140 (S) ID 140 (S) 135 ID 140 (S) 140 (S) Metals, Total CAS Number Arsenic 7440-38-2 1.0 J 8.2 J 28 J 8.6 J 6.1 -- 10 (A) 10 NLV NA ID NA NA Barium (B) 7440-39-3 37 210 250 180 70 -- 2,000 (A) 674 (G) NLV NA ID NA NA Cadmium (B) 7440-43-9 1U 2.4 J 10 U 2.5 J 1U -- 5.0 (A) 3.0 (G,X) NLV NA ID NA NA Chromium, Total (B,H) 7440-47-3 2.7 J 47 J 93 22 J 2.2 J -- 100 (A) 11 NLV NA ID NA NA Copper (B) 7440-50-8 1.6 J 71 140 60 1.3 J -- 1,000/1,400 (E) 13 (G) NLV NA ID NA NA Lead (B) 7439-92-1 0.58 J 200 150 88 0.54 J -- 4.0 (L) 34 (G,X) NLV NA ID NA NA Mercury (Total) (B) 7439-97-6 0.2 U 0.2 U 0.2 U 0.31 0.2 U -- 2.0 (A) 0.0013 56 (S) 56 ID 0.088 2.5 Selenium (B) 7782-49-2 5U 50 U 5.5 J 50 U 0.54 J -- 50 (A) 5.0 NLV NA ID NA NA Silver (B) 7440-22-4 0.84 U 8.4 U 6.3 J 8.4 U 0.84 U -- 34 0.20 (M); 0.060 NLV NA ID NA NA Zinc (B) 7440-66-6 3.9 J 96 J 280 660 12 J -- 2,400 167 (G) NLV NA ID NA NA Z:\2020\201515\WORK\Rept\Phase II ESA_October 2022\TBL02_DataSummary-GW_2022_10.xlsx 11/22/2022 Attachment D Reimbursement Agreement SECOND AMENDMENT TO DEVELOPMENT AND REIMBURSEMENT AGREEMENT ADELAIDE POINTE This FIRST AMENDMENT TO DEVELOLPMENT AND REIMBURSEMENT AGREEMENT (“Agreement”) is made __________, 2022 (“Effective Date”) between the City of Muskegon Brownfield Redevelopment Authority (“Authority”), a Michigan public body corporate, with an address of 933 Terrace Street, Muskegon, MI 49440 (“Authority”), City of Muskegon, a Michigan Municipal Corporation (“City”), with an address of 933 Terrace St., Muskegon, MI 49440, and Adelaide Pointe Qozb, LLC (“APQ”), with an address of 1204 W. Western Avenue, Muskegon, MI 49441. Authority, City and APQ are at times referred to as a “Party” or together as “Parties”. Background APQ owns approximately 30 acres of waterfront brownfield property which is located at the west end of West Western Avenue within the City of Muskegon. The City owns certain property adjacent to, and to the east of, the APQ Property commonly known as Hartshorn Marina which the City has previously used for public small boat slip rentals and related activities. The APQ Property and the City Property may be collectively referred to as the “Property”. APQ and the City have entered into a “Cooperative Use and Development Agreement” which substantiates APQ’s and the City’s desire to a) utilize each other’s specified property for beneficial use b) cooperate in the pursuit of funding for improvements to each other’s Property c) assist one another with applications and approvals for improvements and d) make improvements as specified in the APQ PUD approved by the City Commission on September 13, 2022. APQ intends to develop the Property for mixed uses including boat storage, boat dockage, in-out boat service, marinas, residential condominiums, commercial uses, and open space and recreational areas (“Development”). The specific improvements to be included in the Development will be defined in the Cooperative Use Agreement, addendums to this Agreement and the Planned Unit Development Agreement (“PUD”) to be submitted to the City (“Development Agreements”). Authority, City and APQ entered into a Development and Reimbursement Agreement effective ____, 202___, which was approved by the Authority on November 9, 2021 and by the City on November 23, 2021. Pursuant to that Agreement, APQ and City were to perform “eligible activities” and be reimbursed, as defined and provided for in that Agreement. The Parties agree as follows and that to the extent this Agreement and the Development and Reimbursement Agreement vary, this Agreement shall control: 1. Background. The Parties agree the Background paragraphs are true and correct and are incorporated into the body of this Agreement. 2. Improvements. APQ will develop both the APQ Property and the City Property as a mixed-use development including boat storage, boat dockage, in-out boat service, marinas, residential condominiums, commercial uses, and open space and recreational areas. 1 3. Indemnity and Insurance. APQ holds the City harmless and will indemnify the City for any liability, including attorney fees, resulting from the engineering, design and construction of the Project. City and APQ will name the other on their respective general liability insurance policies. 4. Changes, Standards and Dedication. All improvements must be made according to the plans and specifications of the APQ PUD approved by the City. All construction of Public Improvements must be completed to the standards established by the City of Muskegon (“City Standard”). The City will accept a dedication of all or any portion of the Public Improvements only if built to City Standards. 5. Addendum Presentation. APQ shall, from time to time, present addendums to the City that detail discrete development projects that improve the Property according to the PUD. To the extent the addendums addresses “eligible expenses” and expenses to be reimbursed by the Authority, the addendums shall also be provided to the Authority for purposes of Amending the Development and Reimbursement Agreement and the Brownfield Plan. These addendum shall detail Authority, City and APQ obligations to one another and shall include but not be limited to: a. Architectural and/or Engineering drawings b. Construction schedules c. Construction budgets d. Itemization of relevant Brownfield Reimbursements that will be paid to APQ by City e. Proof of financing 6. Addendum Approvals. Upon receiving necessary Authority and City approvals of each Addendum all parties shall be obligated to perform under the obligations detailed in the addendum. Approvals by Authority and City shall not be unreasonably withheld if they are compliant with improvements approved in APQ’s PUD. 7. Funding for Brownfield Reimbursements. a. Brownfield Tax Increment Financing. APQ has submitted to the Authority an amendment to the current brownfield plan. Pursuant to the Brownfield Redevelopment Financing Act, Act 381 of the Public Acts of Michigan of 1996 as amended (“Act 381”) the Authority adopted the brownfield plan amendment on October 12, 2021 (the “Brownfield Plan Amendment”) to add the APQ Property. i. The Property is included in the Brownfield Plan Amendment as an “eligible property” because it is a “facility” as defined by Part 201 of the Natural Resources and Environmental Protection Act (“Part 201”). ii. Neither the City nor APQ is a liable party, under Part 201, for remediation of any existing contamination on the Property. iii. APQ has and will continue to conduct Eligible Activities (as defined in Act 381) on the Property to address environmental and other brownfield conditions, in addition to the construction of roads, water mains and sewer mains, in a collaborative effort to position the Property for redevelopment. Actual expenditures by the Parties to undertake eligible environmental activities on the Property are estimated to be $35 million dollars not including 2 interest. Eligible demolition and site preparation costs incurred by these same parties is estimated to exceed $13 million dollars. These efforts are aimed at facilitating the redevelopment of the Property as a transformational mixed-use project, including residential and various commercial uses (the “Project”). iv. The Project will include demolition activities, performance of baseline environmental assessment activities, due care and other environmental response activities, site preparation activities, demolition activities, construction of infrastructure improvements, Brownfield Plan Amendment and work plan preparation, contingency, interest and other Eligible Activities, all as described in the Brownfield Plan Amendment and eligible for reimbursement under Act 381. v. The cost of Eligible Activities may be incurred by the City and APQ, The total cost of the Eligible Activities in the Brownfield Plan Amendment, including contingencies, is estimated to be $35 million dollars (the “Total Eligible Brownfield TIF Costs”). To accommodate the lapse in time from when costs of Eligible Activities are incurred to when tax increment revenues become available for reimbursement of those costs, interest at the rate of 5% per annum is also included in the Brownfield Plan Amendment in the estimated total amount of $28 million dollars (collectively, the interest plus the costs of Eligible Activities are referred to as the “Total Eligible Brownfield TIF Costs”). vi. The Eligible Activities will facilitate redevelopment of the Property which will improve the environmental and aesthetic condition of the Property, increase employment within the City, increase tax base within the City, and otherwise enhance the economic vitality, environmental health and quality of life in the City. vii. Act 381 permits the Authority to capture and use the school tax (where applicable), if permitted by the state, and local property tax revenues (both real and personal property) generated from the incremental increase in property value of a redeveloped brownfield site constituting an “eligible property” under Act 381 to pay or to reimburse the cost of Eligible Activities conducted on the “eligible property” (the “Brownfield TIF Revenue”). viii. In accordance with Act 381, the parties desire to establish a procedure for using the available Brownfield TIF Revenue generated from the Property to reimburse APQ for completion of Eligible Activities on the Property in amounts not to exceed the Total Eligible Brownfield TIF Costs. ix. During the Term (defined below) of this Agreement, the Authority shall reimburse APQ for the cost of Eligible Activities conducted on the Property from the Brownfield TIF Revenue collected from the Property in accordance with the Brownfield Plan Amendment, unless modified by later addendums or amendments. The amount reimbursed to the APQ for the Eligible Activities shall not exceed the lesser of (a) the cost of Eligible Activities incurred by the Property Owner plus interest, or (b) the Total Eligible Brownfield TIF Costs plus interest. The Authority shall capture Brownfield TIF Revenue from the Property and reimburse APQ for the cost of Eligible Activities incurred until 3 the earlier of being fully reimbursed or December 31, 2056 (“Term”). If the Term ends before the full reimbursement of all Total Eligible Brownfield TIF Costs, the last reimbursement payment by the Authority shall be the summer and winter tax increment collected during the final year of this Agreement. x. Reimbursement payments shall be made on a semi-annual basis as incremental local and school taxes are captured and available. xi. During the term of this Agreement, the Authority shall capture all approved and authorized Brownfield TIF Revenue from the Property and use those revenues as provided in this Agreement. xii. Intentionally left blank. xiii. Reimbursement Process. 1. APQ shall periodically submit to the Authority a “Request for Cost Reimbursement” of Eligible Activities paid for by APQ during the term of this Agreement. All costs for the Eligible Activities must be consistent with the approved Brownfield Plan Amendment. APQ must include documentation sufficient for the Authority to determine whether the costs incurred were for Eligible Activities, including detailed construction draws or invoices and proof of payment or lien waivers. Copies of all invoices for Eligible Activities must note what Eligible Activities they support. 2. Within forty-five (45) days after a Request for Cost Reimbursement has been reviewed and approved by the City’s or Authority’s agent or employee as required in Section 7.a and reviewed and approved by the Authority or designate as to whether it is an “eligible expense”, the Authority shall pay to APQ the amounts for which submissions have been made pursuant to this Agreement. The Authority’s obligation to pay APQ is limited to available Brownfield TIF Revenue from the Property. 3. All requests for Cost reimbursement submitted by APQ for each approved Addendum between City, APQ, and the City of Muskegon Brownfield Redevelopment Authority and all requests for cost reimbursement submitted by future owners of all or a portion of the APQ Property pursuant to a separate Development and Reimbursement Agreement(s), shall be reimbursed in the order in which they are received by the City of Muskegon Brownfield Redevelopment Authority from the portion of the Brownfield TIF revenue, as described above. 4. The Parties shall cooperate with the Authority’s review by providing information and documentation to supplement the Request for Cost Reimbursement which may be reasonably requested by the Authority during its review period. 4 5. All or any portion of any Request for Cost Reimbursement that is not paid within 45 days after receipt by the Authority shall accrue simple interest at the rate of five percent (5%) per annum from the date the Request for Cost Reimbursement is submitted to the Authority for payment until the earlier of the date of full reimbursement, including interest. The payment of interest shall be subject to the following limitations (i) to the extent there is not sufficient Brownfield TIF Revenue captured and collected in a fiscal year and permitted to be used to pay interest accruing in such fiscal year, any unpaid interest shall not be paid, but shall carry over to the next fiscal year, (ii) interest carried over to subsequent fiscal years shall not accrue interest (i.e., no interest on interest), and (iii) interest on School Taxes captured shall only be payable to the extent permitted by the Michigan Strategic Fund (“MSF”) and/or the Michigan Department of Environment, Great Lakes and Energy (“MEGLE”). 6. The Authority shall have no obligation to reimburse the City or any other entity for Eligible Costs or interest from Brownfield TIF Revenue captured after 35 years after the date of the adoption of the Development and Reimbursement Agreement. xiv. Allocation of Base Value and Priority of Reimbursements. 1. The initial taxable value of the Property as of the date of this Agreement is $903,810, as set forth in the Brownfield Plan Amendment (“Base Value”). If the Property is divided into two or more separate taxable parcels in connection with the development of the Project, the Base Value shall be allocated to each resulting parcel based upon the relative number of square feet of each parcel. The Base Value allocated to a separate undeveloped parcel in this manner shall be the base value of that parcel for purposes of calculating Brownfield TIF Revenue, regardless of when any Development and Reimbursement Agreement is entered into in connection with the redevelopment of that parcel. Brownfield TIF Revenue generated from any separate parcel divided from the Property after the date of this Agreement shall be available for reimbursement of the Authority’s Administrative Fee and payment of all requests for cost reimbursement submitted by owners of all or any portion of the Property. 2. Notwithstanding any provision in this Agreement to the contrary, the Authority’s annual TIF Management Administrative Fee, as described in the Brownfield Plan Amendment, shall be paid to the Authority each year to the extent that Brownfield TIF Revenue has been captured and collected during that year, prior to the payment of any Request for Cost Reimbursement. xv. Adjustments. 5 1. Until the cost of eligible activities is fully reimbursed, APQ agrees to waive any appeal of any tax assessment or reassessment of any portion of the Property; provided, however, that this waiver shall not be binding on any person or entity who acquires title to all or any portion of the Property after the date of this Agreement. 2. If, due to an appeal of any tax assessment or reassessment of any portion of the Property, or for any other reason the Authority is required to reimburse any Brownfield TIF Revenue previously paid to APQ or any future owner to any tax levying unit of government, the Authority may deduct the amount of any such reimbursement, including interest and penalties, from any amounts due and owing APQ. If all amounts due APQ under this Agreement have been fully paid or the Authority is no longer obligated to make any further payments to APQ, the Authority shall invoice APQ for the amount of such reimbursement and APQ shall pay the Authority such invoiced amount within 45 days of receipt of the invoice. Amounts invoiced and paid to the Authority by APQ pursuant to this Section shall be reinstated as Eligible Activities for which APQ shall have the opportunity to be reimbursed in accordance with the terms, conditions and limitations of this Agreement. xvi. Legislative Authorization. This Agreement is governed by and subject to the restrictions set forth in Act 381. If there is legislation enacted in the future that alters or affects the amount of Brownfield TIF Revenue subject to capture, eligible property, or Eligible Activities, then the Property Owner’s rights and the Authority’s obligations under this Agreement shall be modified accordingly as required by law, or by agreement of the parties. 8. Notices. All notices, approvals, consents and other communications required under this Agreement shall be in writing and shall be deemed given: (i) when delivered in person; (ii) when sent by fax or email: (iii) when sent by a nationally-recognized receipted overnight delivery service with delivery fees prepaid; or (iv) when sent by united states first-class, registered, or certified mail, postage prepaid. The notice shall be effective immediately upon personal delivery or upon transmission of the fax or email; one day after depositing with a nationally recognized overnight delivery service; and five days after sending by first class, registered, or certified mail. Notices shall be sent to the parties as follows: To: City of Muskegon To: APQ 933 Terrace Street 1204 W. Western Ave. Muskegon, MI 49440 Muskegon, MI 49440 Attn: City Manager Attn: Ryan Leestma w/copy to: w/copy to: Parmenter Law Jaffe, Raitt Heuer & Weiss, P.C. 601 Terrace Street 27777 Franklin Rd. Suite 2500 6 Muskegon, Michigan 49440 Southfield, Michigan 48034 Attn: City Attorney Attn: Kenneth J. Clarkson 9. Recording. This Agreement shall not be recorded; however, upon the request of either party hereto, the other party shall join in the execution of a memorandum or "short form" of this Agreement for the purposes of recordation. 10. Force Majeure. Notwithstanding anything herein to the contrary, if due to a Force Majeure Event (defined below), APQ, Authority and/or City is prevented from timely performing under this Agreement or any third‐party providing services or required information in connection with this Agreement (e.g.: lender, appraiser, title company, surveyor, environmental consultants, governmental jurisdictions, etc.) closes its offices, suspends operations or otherwise prevents APQ and/or the City from timely performing under the Agreement as originally contemplated, then the applicable outstanding dates, deadlines or time periods herein, shall each be extended for the duration of the Force Majeure Event and shall resume on such date that APQ and the City, as applicable, are once again able to perform their obligations under this Agreement. To invoke the tolling of time periods as set forth herein for a Force Majeure Event, the applicable party must send written notice to the other party specifying the reason for invocation and the date on which the tolling of time begins and a subsequent notice shall be delivered to confirm the date the Force Majeure Event ended. The term "Force Majeure Event" as used herein shall mean the following: Act of God; strike, lockout, or other labor or industrial disturbance; war; blockade; public riot; fire; storm; flood; explosion; or other delay caused by unforeseeable circumstances beyond the reasonable control of APQ or the City as applicable, including widespread sickness (including sickness causing quarantine and other "stay at home" or "shelter in place" orders, and including, but not limited to, the Coronavirus Disease 2019. 11. Severability. If any term, provision or condition contained in this Agreement shall, to any extent, be invalid or unenforceable, the remainder of this Agreement (or the application of such term, provision or condition to persons or circumstances other than those in respect of which it is invalid or unenforceable) shall not be affected thereby, and each term, provision or condition of this Agreement shall be valid and enforceable to the fullest extent permitted by law. 12. Miscellaneous. This Agreement may be amended or modified only by the written agreement of APQ, Authority, and City. Each exhibit attached to this Agreement is incorporated and made a part of this Agreement as though more fully set forth in this Agreement. If the deadline for performing any act would otherwise fall on a weekend day or a holiday, such deadline shall automatically be extended to the next succeeding business day. This Agreement shall be interpreted under and governed by the laws of the State of Michigan. All representations and warranties made in this Agreement by APQ, Authority, and City shall survive the termination of this Agreement for a period of one year. 13. Counterparts; Electronic Signatures. This Agreement may be executed in any number of counterparts, each of which shall be deemed to be an original, but all of which together shall be deemed to be one and the same instrument. Electronically imaged signatures may be used in place of original signatures on this Agreement. APQ, Authority and City intend to be bound by the signatures on the electronically imaged document, are aware that the 7 other party will rely on such signatures, and hereby waive any defenses to the enforcement of the terms of this Agreement based on the form of signature. 14. Binding Effect. This Agreement shall be binding upon and enforceable by the parties and their respective legal representatives, successors, and assigns. 15. Assignment or Delegation. No party shall assign or delegate all or any portion of its rights or obligations contained in this Agreement without the express or prior written approval of the other parties, in which approval may be withheld in each other party’s sole discretion. 16. Estoppel. If requested by APQ, City will provide an estoppel certificate to such party as requested by APQ which certificate shall provide, if true, that the Development Agreement and the exhibits represent the entire agreement between APQ and City and that no defaults exist under the Development Agreement and no events have occurred that would, with notice or the expiration of a period of time, constitute a default. [Signature Page Follows] 8 AUTHORITY: CITY OF MUSKEGON BROWNFIELD REDEVELOPMENT AUTHORITY, a Michigan public body BY________________________ Name: Title: Chair Date: ____________________, 2023 BY: ________________________ Name: Title: Secretary Date: ____________________, 2023 CITY: CITY OF MUSKEGON, a municipal corporation BY________________________ Name: Kenneth D. Johnson Title: Mayor Date: ____________________, 2023 BY: ________________________ Name: Ann Meisch Title: Clerk Date: ____________________, 2023 APQ: ADELAIDE POINTE QOZB, LLC, A Michigan limited liability company By Name: Ryan M. Leestma Title: Owner Date: ____________________, 3-2-23 2023 9 Agenda Item Review Form Muskegon City Commission Commission Meeting Date: May 23, 2023 Title: 3rd Amendment, Brownfield Development & Reimbursement Agreement, Adelaide Pointe QOZB, LLC Submitted By: Contessa Alexander Department: Economic Development Brief Summary: Staff is seeking approval for the 3rd Amendment, Brownfield Development & Reimbursement Agreement, for Adelaide Pointe QOZB, LLC (Adelaide Pointe Project) and to consider the attached resolution. Detailed Summary: Adelaide Pointe QOZB, LLC has submitted a Brownfield Plan Amendment (3rd Amendment) for the Adelaide Pointe Project – a 35-acre mixed use waterfront development project including winter boat storage, marina space, In/Out forklift boat storage, commercial/retail, and up to 400 housing units. Plans for this site has begun and will continue through Fall 2030 with a total investment of $92,000,000 (not including property acquisition). The mixed-use waterfront development will create approximately 100 new jobs (retail, office, restaurant, marina) and provide contractor work for hundreds of temporary construction workers. Due to the addition of the eligible environmental and non-environmental activities related to the construction of a Dry Rack storage building mentioned in the 3rd Amendment to the Brownfield Plan Amendment, the Brownfield Tiff will change, thus needing an updated Brownfield Development and Reimbursement Agreement. This will cause a shift in the Brownfield Tax Increment Funds. This agreement is contingent upon the approval of the 3rd Amendment to the BPA for Adelaide Pointe. The cost of Eligible Activities may be incurred by the City and APQ. The total cost of the Eligible Activities in the Brownfield Plan Amendment, including contingencies, is estimated to be $38 million dollars (the "Total Eligible Brownfield TIF Costs"). The Development & Reimbursement Agreement outlines the procedures for the City to reimburse the Developer for eligible expenses within the Brownfield Plan. The Authority shall pay 100% of the available Brownfield TIF Revenue to the Developer to reimburse the costs of Developer Eligible Activities. The Developer will provide the BRA a request for payment of eligible expenses. The BRA has 30 days to approve the request. Payments are made on a semi-annual basis when incremental local taxes are captured and available. This agreement is to be approved by the Brownfield Redevelopment Authority during a special meeting held on May 23, 2023. The 1st Amendment to the DRA for APQ was approved by the BRA and CC on Jan.10, 2023. The 2nd Amendment to the DRA was approved by the BRA and CC on March 14, 2023. Amount Requested: N/A Amount Budgeted: N/A Fund(s) or Account(s): Fund(s) or Account(s): Recommended Motion: Approval of the Brownfield Development & Reimbursement Agreement, for Adelaide Pointe QOZB, LLC (Adelaide Pointe Project) and authorize the Mayor and City Clerk to sign. Check if the following Departments need to approve the item first: Police Dept. Fire Dept. IT Dept. For City Clerk Use Only: Commission Action: RESOLUTION APPROVING THE BROWNFIELD DEVELOPMENT AND REIMBURSEMENT AGREEMENT Adelaide Pointe QOZB, LLC (1148-1204 West Western) Adelaide Pointe Project, 3rd Amendment County of Muskegon, Michigan 2023-May 23 Minutes of a Regular Meeting of the City Commission of the City of Muskegon, County of Muskegon, Michigan (the "City"), held in the City Commission Chambers on the 23 day of May, 2023 at 5:30 p.m., prevailing Eastern Time. PRESENT: ABSENT: The following preamble and resolution were offered by ______________ and supported by ______________. WHEREAS, in accordance with the provisions of Act 381, Public Acts of Michigan, 1996, as amended ("Act 381"), the City of Muskegon Brownfield Redevelopment Authority (the "Authority") has prepared and approved a Development and Reimbursement Agreement; and WHEREAS, the Authority has forwarded the Development and Reimbursement Agreement (3rd Amendment) to the City Commission requesting its approval of the Development and Reimbursement Agreement (3rd Amendment); and NOW, THEREFORE, BE IT RESOLVED THAT: 1. That the Brownfield Plan constitutes a public purpose under Act 381. 2. That the Brownfield Plan meets all the requirements of Section 13(1) of Act 381. 3. That the proposed method of financing the costs of the eligible activities, as identified in the Brownfield Plan and defined in Act 381, is feasible and the Authority has the authority to arrange the financing. 4. That the costs of the eligible activities proposed in the Brownfield Plan are reasonable and necessary to carry out the purposes of Act 381. 5. That the amount of captured taxable value estimated to result from the adoption of the Brownfield Plan is reasonable. 6. That the Development and Reimbursement Agreement (3rd Amendment) is approved and is effective immediately. 7. That all resolutions or parts of resolutions in conflict herewith shall be and the same are hereby rescinded. Be it Further Resolved that the Mayor and City Clerk are hereby authorized to execute all documents necessary or appropriate to implement the provisions of the Brownfield Plan. AYES: NAYS: ABSENT: RESOLUTION DECLARED APPROVED. _____________________________________ Kenneth D. Johnson, Mayor _____________________________________ Ann Marie Meisch, City Clerk I hereby certify that the foregoing is a true and complete copy of a resolution adopted by the City Commission of the City of Muskegon, County of Muskegon, State of Michigan, at a regular meeting held on May 23, 2023 and that said meeting was conducted and public notice of said meeting was given pursuant to and in full compliance with the Open Meetings Act, being Act 267, Public Acts of Michigan, 1976, as amended, and that the minutes of said meetingwere kept and will be or have been made available as required by said Act. ______________________________ Ann Marie Meisch, City Clerk Agenda Item Review Form Muskegon City Commission Commission Meeting Date: May 23, 2023 Title: Insurance Premium Refund – Non-union Team Members Submitted By: Jonathan Seyferth Department: City Manager Brief Summary: In January 2023 several of the City's unions notified management of a miscalculation in the insurance premiums paid by staff. Upon investigation it was determined that there was an error in contributions paid by union team members (contributions were negotiated at 10%). An administrative decision was made to adjust union team members back to 10% contributions and repay union team members for their over payment back to January 1, 2020. At the April 11, 2023 meeting, the Commission also made the decision to adjust non-union team members back to the 10% contributions. This item is to discuss repayment of non-union employees for the amounts paid over 10% going back to January 1, 2020. Detailed Summary & Background: As a reminder, starting in 2017 the City began using three different factors to determine employee contributions to their insurance premiums (a percent of actual monthly premiums and a percent of City Paid Benefits (co-insurance & deductibles)). Prior to 2017 just insurance premiums were used as a factor. This change was made because of cost increases in co-insurance and deductibles. Sometime after 2017 a calculation error occurred and team member’s contributions increased above the 10% level. Technically, this is ok for non-union team members as the Commission can set the non-union insurance contributions at any rate it desires. However, traditionally, the insurance contributions have been the same across all employment classes. On April 11, 2023 the commission approved realigning non-union team members’ insurance with union members. The question before the Commission today is, should the City refund non-union team members for the “overpayments” of health insurance contributions for the same time period as we were required to do for union team members? (Going back to Jan. 1, 2020.) This cost will be about $90,400 in payments back to team members (ranging from about $3,000 to $70 per team member). Goal/Focus Area/Action Item Addressed: Goal 3, Community connection – create an environment of mutual respect and trust between local government and…workers. Amount Requested: $91,000 Amount Budgeted: $0 Fund(s) or Account(s): Various Fund(s) or Account(s): Various Recommended Motion: To approve repaying non-union staff for insurance premiums paid in excess of 10% going back to Jan. 1, 2020. Approvals: Get approval from division head at a minimum prior Guest(s) Invited / Presenting to sending to the Clerk. Immediate Division Head Information Technology Yes Other Division Heads Communication No Legal Review For City Clerk Use Only: Commission Action:
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