HomeMy WebLinkAboutResolutions - 2010.09.23 - 10346September 23, 2010
REPORT #10248
BY: Human Resources Committee, Sue Ann Douglas, Chairperson
IN RE: RECOMMENDED FISCAL YEAR 2011 SALARY RECOMMENDATIONS
To The Oakland Cottntv Board of Commissioners
Chairperson Ladies and ientlemen:
.111e I !Liman Resources Committee recommends the following actions!
1. Decrease the current salary ranges for salary grades 1 - 21 by 1.5% effective
September 25, 20:0, this date is the beginning of the first pay period for fiscal
sear 201; .
Decrease all remaining classifications not represented by bargaining un:ts by
Lliective September 25. 2010 including County Executive, appointed officials. classes
designated as exceptions to salary grades 1 - 21, part-time and hourly classes. students.
and summer and seasonal classes but excluding:
Circuit. Probate and District Court judges which are currently at the maximum
rate alkm ed: and
Appointed Board and Commission members: and
c. Commissioners addressed by Miscellaneous Resolution #10025: and
d. The County Clerk/Register or Deeds, the Water Resources Commissioner, the
Sheriff. the County Treasurer, the Prosecuting Attorney and the Assistant
Prosecutors.
tiote: The county-wide elected officials are exempted because 1879 PA 154.
\-1CL 45,421 provides that the annual saiary of each salaried count officer shall
be fixed by the Board before November 1 each year and shall not be diminished
during. the term for which the officer has been elected or appointed. Similariv.
1925 PA ;.29, MCI_ 49.34 provides that the salaries of assistant prosecuting
attorneys shall be fixed by the Board and shall not he diminished during the term
or which they were appointed. ilowevcr, given the economic situation lacing
the State and County and the reductions proposed herein, in order to maintain
and stabili -/e service levels for Oakland County taxpayers. it is recommended
that the Elected Officials and Assistant Prosecuting Attorneys voluntarily donate
an amount equivalent to 1.5% of their salary back to the County.
z
Re-title the part-time non-eligible Seasonal Program Specialist I classification to
Seasonal Program Specialist with the follo‘king hourly salary range:
Base 1 Year
11.3526 12.4326
2 Year 3 Year
13.9259 15.6743
Change the overtime eligiPility for the classification of Administrative Assistant to
Elected Officials from Non-Exempt (eligible for overtime) to Exempt (not eligible
fo:. overtime).
Delete the following classifications from the Count . Salary Schedule.
Automation .\11ey Coordinator
Chief-Prosecutor Administration
Human Resources Information Analyst
Human Resources Project Supervisor
Seasonal Program Specialist 11
Seasonal Program Specialist III
Senior Human Resources Anal)st
Social Services Board Chairperson
Social Services Board Member
Supervisor Employee Records
Supv-Prosecuting Attorney Adm Srves
Chairperson. on behalf of the Human Resources Committee. I mo‘e the acceptance of the foregoing
report.
HUMAN RESOURCES COMMITTEE
luman Resources Committee Vote:
Motion carried unanimously on a roll call vote
2
COUNTY OF OAKLAND
FISCAL YEAR 2011 BUDGET
GENERAL APPROPRIATIONS ACT
MISCELLANEOUS RESOLUTION #10248
BY: Finance Committee, Tom Middleton, Chairperson
IN RE: FISCAL YEAR 2011 GENERAL APPROPRIATIONS ACT AND 2011 COUNTY GENERAL
PROPERTY TAX RATES
To the Oakland County Board of Commissioners
Chairperson, Ladies and Gentlemen:
WHEREAS in accordance with the provisions of Public Act 139 of 1973, the Unified Form of County
Government Act, and Public Act 621 of 1978 (as amended by P.A. 493 of 2000), the Uniform Budgeting and
Accounting Act for Local Government. it is the respons'bility of the Oakland County Board of Commissioners
to establish and adopt the annual County Budget and work program; and
WHEREAS the Finance Committee received budget requests from all County Departments, and has reviewed
in detail the County Executive's Fiscal Year 2011 Budget Recommendation; and
WHEREAS the Finance Committee, after due deliberation, has formulated a Recommended General
Appropriations Act balancing total appropriations with available resources at $761,629,955 for Fiscal Year
2011, a summary of which was included in the Notice of Public Hearing published in newspapers of general
circulation; and
WHEREAS the further intent of this resolution is to maintain a budgetary system for the County of Oakland on
the same basis of accounting (generally accepted accounting principles) as the actual financial information is
maintaineo; to define the powers and duties of the County's officers in relation to that system; to designate the
Chief Administrative Officer and Fiscal Officer; and to provide that the Board of Commissioners and
committees thereof, as well as the Fiscal Officer, shall be furnished with information by the departments,
boards, commissions and offices relating to their financial needs, revenues and expenditures/expenses, and
general affairs; to prescribe a disbursement procedure, to provide for an allotment system; and to provide
remedies for refusal or neglect to comply with the requirements of this resolution; and
WHEREAS the Circuit Court Mediation Fund (Miscellaneous Resolution #90177) is used to cover the total
cost of Attorney Mediators, with the balance to be used for enhancement of Court operations as requested by
the Court and approved by the Board of Commissioners; and
WHEREAS the Board of Commissioners supports the concept of Cultural diversity training for Oakland County
employees and requires all supervisory, division manager and director level employees to attend cultural
diversity training.
NOW THEREFORE BE IT RESOLVED the Oakland County Board of Commissioners does hereby adopt and
amend the Fiscal Year 2011 General Appropriations Act recommended by the Finance Committee as
advertised and placed in the Clerk's Office for public inspection.
BE IT FURTHER RESOLVED that 5540,000 of Cigarette Tax Revenue distributed by the State to Oakland
County under the authority of the Health and Safety Fund Act, P.A. 264 of 1987, be divided between the
Health Division (12/17 or $381,176) and the Sheriffs Department (5/17 or $158,824).
BE IT FURTHER RESOLVED that funds from the Civil Mediation Account (10100-240201) be utilized to cover
the total costs incurred in Fiscal Year 2011 for the Civil Mediation Program.
BE IT FURTHER RESOLVED that the following policy be established regarding administration of the
Delinquent Tax Revolving Fund:
1) The Delinquent Tax Revolving Fund (DTRF) was established in accordance with the
provisions of Public Act 206 of 1893 (as amended) for the purpose of paying local taxing units
within the County their respective shares of delinquent ad valorem real property taxes, in
anticipation of the collection of those taxes by the County Treasurer. This policy statement,
which encompasses the precept of self-funding, ensures that utilization of unrestricted DTRF
funds does not impair the functional intent or operational success of the DIRE as originally
established.
2) To that end, at no time shall funds be diverted from the DTRF that would cause the
unrestricted balance to fall below a level that would assure a prompt payment of all current
and future outstanding General Obligation Limited Tax Notes, as well as assure the
continued operation of the DTRF as specified in the preceding paragraph.
3) Penalties and investment interest generated by the DTRF may be transferred, in whole or in
part, to the General Fund of the County upon majority vote of the Board of Commissioners so
long as such transfer(s) meets the provisions of paragraph #2 above.
4) Any and all appropriations from unrestricted DTRF funds, excepting penalties and investment
A
isterest, shall be limited to one-time expenditures, as opposed to recurring operations.
5) Unless otherwise specified, appropriations from the DTRF shall be considered long- or short-
term advances (with specific time frames detailed in the authorizing resolution), to be repaid
with interest as specified below.
6) Any appropriations from unrestricted DTRF funds, excepting penalties and investment
interest, not considered advances to be repaid within a time certain shall require a two-thirds
majority vote of the Board of Commissioners.
7) All appropriations from unrestricted DTRF funds considered to be advances to be repaid
within a time certain shall require a majority vote of the Board of Commissioners.
8) Terms and conditions of any and all advances from the DTRF shall be specified in the
authorizing resolution, including interest obligations detailed as follows:
a, Interest on each payment will be based on the average monthly rate paid during the
term of the agreement by the agent of the DTRF for that year's outstanding
borrowing, or
b. In the event no borrowing occurs for the DTRF, principal and interest payments will
be made in accordance with the previously established "Loan of County Funds
Policy" (Miscellaneous Resolution #89276) which requires Board approval of
repayment terms at an interest rate no less than the prevailing six-month Treasury
Bill rate and that such rates shall be computed and compounded quarterly.
BE IT FURTHER RESOLVED that $23,150,000 in DTRF interest earnings will be transferred to the General
Fund to support General Fund/General Purpose activities.
BE IT FURTHER RESOLVED tnat an indirect cost charges will be billed by the General Fund to the DTRF, in
accordance with Oakland County's approved Central Services Indirect Cost Allocation Plan.
BE IT FURTHER RESOLVED that $1,450.000 (or one-half of the $2.900,000 convention facility tax revenues
distributed by the State to Oakland County under the authority of the State Convention Facility Development
Act, P.A. 106 of 1985, be earmarked for substance abuse programs.
BE IT FURTHER RESOLVED that the Oakland County Board of Commissioners, in accordance with the
requirements of Public Act 214 of 1899, as amended, authorizes that .0004 mills Current Property Tax Levy be
designated for the purpose of funding Veterans' Services Soldier Relief.
BE IT FURTHER RESOLVED that each Supervisor of the various townships and Assessing Officers of the
several cities of Oakland County are autnorized and directed to spread on their respective township of city tax
rolls for the year 2011 a County General Property Tax Levy of 4.1900 Mills to be applied to the 2011 Taxable
Value of all property located within their respective jurisdictions.
BE IT FURTHER RESOLVED that the Manager - Equalization perform the function of Equalization Director
including the examination of the assessment rolls of the several townships and cities within Oakland County to
ascertain whether the real and personal property in the respective townships and cities has been equally and
uniformly assessed at 50% of true cash value and to make recommendation to that fact to the County Board
of Commissioners.
BE IT FURTHER RESOLVED that:
1. The County Executive is hereby designated the Chief Administrative Officer of the County of
Oakland and, further, that the Director of Management and Budget shall perform the duties of
the Fiscal Officer as specified in this resolution.
2. The Fiscal Officer shall provide an orientation session and written instructions for preparing
department budget requests. These instructions shall include information that the Fiscal
Officer determines to be useful and necessary to assure that the budgetary estimates of the
agencies are prepared in a consistent manner and the needs of the Board of Commissioners
and Committees are met.
3. Any offices, departments, commissions and boards of the County of Oakland financed in
whole or in part by the County of Oakland shall transmit to the Fiscal Officer their estimates
of the amounts of money required for each activity in their respective agencies, as well as
their estimate of revenues that will be generated from charges for services. They shall also
submit any other information deemed relevant by the Fiscal Officer and/or the Board of
Commissioners and committees thereof.
4. The Fiscal Officer shall prescribe forms to be used by the offices, departments, commissions
and boards of the County of Oakland in submitting their budget estimates and shall prescribe
the rules and regulations the Fiscal Officer deems necessary for the guidance of officials in
preparing such budget estimates. The Fiscal Officer may require that the estimates be
calculated on the basis of various assumptions regarding level of service. The Fiscal Officer
may also require a statement for any proposed expenditure and a justification of the services
financed.
5. The Fiscal Officer shall prepare estimates of revenue for each budgeted fund, classified to
show in detail the amount expected to be received from each source. Estimates of
expenditures and revenues shall also be classified by character, object, function and activity
consistent with the accounting system classification.
6. The Fiscal Officer shall review the agency estimates with a representative from each agency
of the County of Oakland that has submitted such estimates. The purpose of the review shall
be to clarify the estimates, ensure the accuracy, and to determine their adherence to the
policies previously enumerated by the Fiscal Officer and the Board of Commissioners or
committees thereof as herein required.
7. The Fiscal Officer shall consolidate the estimates received from the various agencies
together with the amounts of expected revenues and shall make recommendations relating to
those estimates which shall assure that the total of estimated expenditures including an
accrued deficit does not exceed the total of expected revenues including an unappropriated
surplus.
8. The recommended budget shall include at least the following:
(a) Expenditure data for the most recently completed fiscal year and estimated
expenditures, or amended budget, for the current fiscal year,
(b) An estimate of the expenditure amounts required to conduct, the government of
Oakland County, including its budgetary centers,
(c) Revenue data for the most recently completed fiscal year and estimated revenues,
or amended budget, for the current fiscal year,
(d) An estimate of revenues, by source, to be raised or received by Oakland County in
the ensuing fiscal years,
(e) The amount of surplus or deficit from prior fiscal years, together with an estimate of
the amount of surplus or deficit expected in the current fiscal year,
(f) An estimate of the amount needed for deficiency, contingent or emergency purposes
and the amounts needed to pay arid discharge the principal and interest of the debt
of Oakland County due in the ensuing fiscal years,
(g) The amount of proposed capital outlay expenditures, except those financed by
enterprise, capital projects, or internal service funds, including the estimated total
costs and proposed method of financing of each capital construction project and the
projected additional annual operating cost and the method of financing the operating
costs of each capital construction project for three (3) years beyond the fiscal year
covered by the budget,
(h) An informational summary of projected revenues and expenditures/expenses of any
capital projects, internal service, and enterprise funds,
(I) A comparison of the revenue and expenditure amounts in the recommended budget
to the most recently approved budget-adopted by the Board of Commissioners with
appropriate explanation of the variances,
(i) Any other data relating to fiscal conditions that the Fiscal Officer or the Board of
Commissioners or committees thereof consider to be useful in evaluating the
financial needs of the County.
9. Not less than ninety (90) days before the next succeeding fiscal year, the County Executive
shall transmit the recommended budget to the County Board of Commissioners. The
recommended budget shall be accompanied by:
(a) A proposed general appropriations measure, consistent with the budget, which shall
set forth the anticipated revenue and requested expenditure/expense authority in
such form and in such detail deemed appropriate by the Board of Commissioners or
committees thereof. No appropriations measure shall be submitted to the Board of
Commissioners in, which estimated total expenditures/expenses, including an
accrued deficit, exceed estimated total revenues, including an available surplus.
(b) A budget message which shall explain the reasons for increases or decreases in
budgeted items compared with the current fiscal year, the policy of the County
Executive as it relates to important budgetary items, and any other information that
the County Executive determines to be useful to the Board of Commissioners in its
consideration of proposed appropriations.
(c) A comparison of the recommended budget to the most recently approved current
year budget. together with an analysis and explanation of the variances there from,
such variances being divided to show The portion attributable to the current year
budget amendments and the portion resulting from the recommended budget.
10, The County Board of Commissioners, or any committee thereof, may direct the County
Executive and/or other elected officials to submit any additional information it deems relevant
in its consideration of the budget and proposed appropriations measure. The Board of
Commissioners or the committees thereof may conduct budgetary reviews with the Fiscal
Officer, and/or County departments and divisions or agencies, etc., for the purpose of
ciarification or justification of proposed budgetary items.
11. The County Board of Commissioners may revise, alter, or substitute for the proposed general
appropriations measure in any way, except that it may not change it in a way that would
cause total appropriations, including an accrued deficit, to exceed total estimated revenues,
including an unappropriated surplus. An accrued deficit shall be the first item to be resolved
in the general appropriations measure.
12. he County Board of Commissioners shall fix the time and place of a public hearing to be
held on the budget and proposed appropriations measure. The Clerk/Register shall then
have published, in a newspaper of general circulation within the County of Oakland, notice of
the hearing and an indication of the place at which the budget and proposed appropriations
measure may be inspected by the public. This notice must be published at least seven days
before the date of the hearing.
13. No later than September 30, the Board of Commissioners shall pass a general appropriations
measure providing the authority to make expenditures and incur obligations on behalf of the
County of Oakland. The supporting budgetary data to the general appropriations measure
shall include at least the following:
(a) Expenditure data for the most recently completed fiscal year.
(b) The expenditures budget as originally adopted by the Board of Commissioners for
the current fiscal year,
(c) The amended current year appropriations,
(d) An estimate of the expenditure amounts required to conduct, the government of
Oakland County, including its budgetary centers,
(el) Revenue data for the most recently completed fiscal year and estimated revenues,
or amended budget, for the current fiscal year,
(f) Budgeted revenue estimates as originally adopted by the Board of Commissioners
for the current fiscal year,
(9) The amended current year Budgeted revenues,
(h) An estimate of revenues, by source, to be raised or received by Oakland County in
the ensuing fiscal year,
(I) The amount of surplus or deficit from prior fiscal years, together with an estimate of
the amount of surplus or deficit expected in the current fiscal year.
An estimate of the amount needed for deficiency, contingent on emergency
purposes, and the amounts needed to pay and to discharge the principal and interest
of the debt of Oakland County due in the ensuing fiscal year,
(k) The amount of proposed capital outlay expenditures. except those financed by
enterprise, capital project. or internal service funds, including the estimated total
costs and proposed method of financing of each capital construction project and the
projected additional annual operating cost and the method of financing the operating
costs of each capital construction project for three (3) years beyond the fiscal year
covered by the budget,
(I) An informational summary of projected revenues and expenditures/expenses of
capital projects, internal service, and enterprise funds,
(m) Any other data relating to fiscal conditions that the Board of Commissioners
considers to be useful in considering the financial needs of the County,
(n) Printed copies of the Board of Commissioners Adopted Budget, Financial Plan or
any facsimile thereof shall contain all of the above data unless otherwise approved
by the Board of Commissioners,
14, The Board of Commissioners may authorize transfers between appropriation items by the
County Executive or Fiscal Officer within limits stated in the appropriations measure. In no
case, however, may such limits exceed those provided for in paragraph #22 and #23 of this
resolution,
15. A deviation from the original general appropriations measure shall not be made without first
amending the general appropriations measure through action by the Board of
Commissioners, except within those limits provided for in paragraph #16 of this resolution.
16. Appropriations accumulated at the following three summary levels of expenditure within each
County Department will be deemed Tiaximum authorization to incur expenditures: Personnel
Expenditures, Operating Expenditures, and Internal Support Expenditures. The County
Executive or the Fiscal Officer shall exercise supervision and control of all budgeted
expenditures within these limits, holding expenditures below individual line-item
appropriations or allowing overruns in individual line-items providing that at no time shall the
net expenditures exceed the total appropriation for Personnel and Operating Expenses.
respectively, for each department as originally authorized or amended by the Board of
Commissioners. Further, Personnel Expenses are authorized only for positions specifically
authorized pursuant to this Act as adopted and amended by Board of Commissioner
resolution, and appropriated overtime, holiday overtime, on-call pay. shift premium summer
help, emergency salaries, and any adjustments required by collective bargaining agreements.
The Fiscal Officer shall submit to the Finance Committee a quarterly listing of new
governmental funded appropriations and internal service fund line items created
administratively which were not properly classifiable. Line-item detail, division, unit or cost
center detail and allotments, which provide a monthly calendarization of annual
appropriations, as deemed necessary by the Fiscal Officer shall be maintained and utilized as
an administrative tool for management information and cost control. The Fiscal Officer shall
not approve any expenditure beyond that necessary to accomplish stated program or work
objectives authorized in the general appropriation measure as originally approved unless
amended, in which case the amendment takes precedence.
17. In order to amend the General Appropriations Act the amendment must specifically identify
the fund, department, division, unit, program and account affected by the amendment.
Additionally, if the amendment increases an appropriation, the source of funding for that
additional appropriation, whether an increase in revenue or an offsetting decrease in
expenditure, must be presented as part of the amendment.
18. The Fiscal Officer shall maintain, for all budgeted funds, appropriation ledger accounts in
which are to be recorded such expenditure encumbrances and obligations for the future
payment of appropriated funds as the Fiscal Officer may approve.
19. Each purchase order, voucher or contract of Oakland County shall specify the funds and
appropriation designated by number assigned in the accounting system classification from
which it is payable and shall be paid from no other fund or appropriation. The necessary
amount of the appropriation from such account shall be transferred pursuant to the provisions
of this resolution to the appropriate general appropriation account and the expenditure then
charged thereto.
20. No obligation shall be incurred against, and no payment shall be made from, any
appropriation account unless there is a sufficient unencumbered balance in the appropriation
and sufficient funds are or will be available to meet the obligation. All capital projects funded
from the Capital Improvement Fund shall require approval of the Board of Commissioners on
recommendation of the appropriate liaison committee (Planning and Building Committee)
prior to initiation of the project. Any obligation incurred or payment authorized in violation of
this resolution shall be void and any payment so made illegal except those otherwise ordered
by court judgment or decree.
21. The Fiscal Officer, after the end of each quarter, shall transmit to the Board of
Commissioners a report depicting the financial condition of budgeted operations, including,
but not limited to:
(a) .A forecast of actual revenues by major source compared with budgeted revenues
accompanied by an explanation of any significant variances,
(b) A forecast of actual expenditures and encumbrances by department compared with
authorized appropriations accompanied by an explanation of any significant
variances, and
(G) A forecast of actual expenditures. encumbrances and transfers from each of the
several non-departmental appropriations accounts compared with authorized
appropriations accompanied by an explanation of any significant variances.
22. Direct expenditure and/or transfers of any unencumbered balance or any portion thereof in
any appropriation for transfer account to any other appropriations account may not be made
without amendment of the general appropriation measure as provided for in this resolution,
except that transfers within and between budgeted funds arid departments may be made by
the Fiscal Officer in the following instances:
(a) Transfers may be made from the non-departmental overtime account and fringe
benefit adjustment account to the appropriate departmental budget as specific
overtime requests are reviewed and approved by the Fiscal Services Division.
Additionally, overtime appropriations may be transferred between divisions within a
department at the request of the Department Head, if authorized by the Fiscal Officer
or his designee.
(b) Transfers may be made from the non-departmental appropriation accounts for
Maintenance Department Charges and Miscellaneous Capital Outlay to the
appropriate departmental budget as specific requests for these items are reviewed
and approved by the Fiscal Officer.
(c) Transfers may be made from the non-departmental appropriation accounts
Emergency Salaries and Summer Help as specific requests for these items are
-eviewed and approved by the Human Resources Department.
(d) Transfers may be made from salary and fringe benefit savings, resulting from use of
Merit System Administrative Leave without Pay provisions, from departmental
budgets to a non-departmental Administrative Leave account. Quarterly reports
identifying such transfers and detailing the status of the non-departmental
Administrative Leave account shall be provided to the appropriate Board
committees.
(e) Fringe benefit rates shall be established annually in the budget process to charge all
General Fund/General Purpose, Special Revenue and Proprietary funds for actual
employer fringe benefit costs. Such rates shall be sufficient to meet all fringe benefit
costs including sick leave and annual leave accumulations, tuition reimbursement,
employee training, retirees medical, required debt service on the Intermediate
Retiree Medical Benefit Trust established pursuant to M.R. 07147, and retirement
administration. All funds collected for Retirement, Tuition Reimbursement, Social
Security (FICA), Medical for active and retired employees, Disability, Dental. Optical,
and Life and Accident Insurance shall be transferred to the Employee Fringe Benefit
Fund as established by Miscellaneous Resolution #81-312. Sufficient funds shall be
maintained in the Employee Fringe Benefit Fund liability account for sick leave and
annual leave to cover the accumulated liability at an amount equal to 50% of the sick
leave accumulation and 100% of the annual leave accumulation, including applicable
Social Security (FICA) taxes thereon. All funds collected by Workers' Compensation
and Unemployment Compensation shall be transferred to the Fringe Benefit Fund as
established by Miscellaneous Resolution #81-012 and modified by Miscellaneous
Resolution #96024.
(f) The transfer of funds to the Capital Improvement Fund and Building Fund shall not
be made prior to September 30, without approvalfrom the Finance Committee of the
Board of Commissioners.
(g) Transfers (advances) may be made as necessary from the Drain Revolving Fund to
Drain Construction Funds and Drain Maintenance Funds as snort term advances for
costs incurred such as preliminary engineering fees arid ongoing maintenance costs.
Costs incurred by Drain Maintenance Funds and Drain Construction Funds will be
repaid by the Drain Fund through assessments. Specific requests will be reviewed
and approved by the Fiscal Officer.
(n) A transfer of any or all of the appropriation allocated under the Non-Departmental
account for Legislative Expense (#10100-9090101-196030-731080) shall not be
made to any departmental budget without adoption of an Oaklanc County Board of
Commissioners resolution.
23. The Board of Commissioners may make supplemental appropriations by amending this
general appropriations measure as provided by this resolution, provided that revenues in
excess of those anticipated in the original general appropriations measure become available
due to:
(a) An unobligated surplus from prior years becoming available;
(b) Current year revenue exceeding original estimate in amounts sufficient enough to
finance increased appropriations. The Board of Commissioners may make a
supplemental appropriation by increasing the dollar amount of an appropriation item
in the original general appropriations measure or by adding additional items. At the
same time the estimated amount from the source of revenue to which the increase in
revenue may be attributed shall be increased, or other source and amount added in
a sum sufficient to equal the supplemental expenditure amount. In no case may such
appropriations cause total estimated expenditures, including an accrued deficit, to
exceed total estimated revenues, including an unappropriated surplus.
24. Whenever it appears to the County Executive or the Board of Commissioners that actual and
probable revenues in any fund will be less than the estimated revenues upon which
appropriations from such fund were based, the County Executive shall present to the Board
of Commissioners recommendations which, if adopted, will prevent expenditures from
exceeding available revenues for the current fiscal year. Such recommendations shall
include proposals for reducing appropriations, increasing revenues, or both. After receiving
the recommendations of the County Executive for bringing appropriations into balance with
estimated revenues, the Board of Commissioners shall amend the general appropriations
measure to reduce appropriations or shall approve such measures necessary to provide
revenues sufficient to equal appropriations, or both.
25. All appropriations are annual and the unexpended portion shall lapse at year-end
Encumbrances and appropriations carried forward shall be recorded as a designated fund
balance, and the subsequent year's budget amended to provide authority to complete these
transactions. Appropriations shall not be carried forward for more than six (6) months into
the budget year following the year in which they were originally appropriated. A status report
on Appropriations Carried Forward, as required by Miscellaneous Resolution #93-156, will be
incorporated as an integral part of the ensuing year's Second Quarter Financial Forecast for
the purposes of determining their continuation for the remainder of the year. The
recommended year-end budget amendment shall be supported with a statement of revenues
and expenditures and operating surplus or deficit which shall contain the following data: (1)
budget as adopted: (2) budget amendments: (3) budget as adjusted; (4) revenues and
expenditures, operating surplus or deficit; (5) accrued revenue and expenditures; (6)
transfers; (7) total revenues and expenditures and transfers, operating surplus or deficit,
including accruals and transfers; (8) encumbrances; (9) appropriations carried forward; (10)
total revenues and appropriations utilized, operating surplus or deficit, including
encumbrances and appropriations carried forward; (11) balance of revenues not collected.
unencumbered appropriation balance, operating surplus or deficit; (12) detail of adjustments
to designated and undesignated fund balance, detail of adjustment to reserves and/or any
other utilization of surplus: (13) final surplus or deficit or undesignated fund balance carried
forward to the subsequent year's budget.
26_ A member of the Board of Commissioners, the County Executive, any elected officer, the
Fiscal Officer, any other administrative officer or employee of Oakland County shall not: (1)
create a debt, incur a financial obligation on behalf of the County against an appropriation
account in excess of the amount authorized, (2) apply or divert money of the County for
purposes inconsistent with those specified in this general appropriations measure as
approved and amended by the Board of Commissioners, nor (3) forgive a debt or write off an
account receivable without appropriate authorization of the Board of Commissioners, as
described in Miscellaneous Resolution #93-135. Specifically. application of the foregoing Bad
Debt Write Off Policy shall be invoked for all amounts in excess of $1,000; transactions of a
lesser amount shall be considered within the administrative authority of the Fiscal Officer.
Furthermore, the Fiscal Services Division must submit to the Board of Commissioners, as
part of the quarterly financial report, a listing of all bad debt write offs occurring during the
preceding three months. In addition, transactions relating to Inmate Prisoner Billings which
are billed in excess of ability to pay, as determined by the Fiscal Services Division. are hereby
authorized to be adjusted in accordance with Public Act 212 of 1994 with the resultant
amount of the write-off subsequently reported to the Board of Commissioners as part of the
Quarterly Financial Report. Also. within the administrative authority of the Fiscal Officer and
with the general approval of the Court, Circuit Court and Probate Court financial orders for
$2.500 or less may be reduced and amended by the Fiscal Services Division based on an
individual's ability to pay. Waiver of fees in excess of $2,500 shall require the approval of the
Court. Except as otherwise stated in the General Appropriations Act, funds shall not be
expended without specific appropriation or other appropriate action by the Board of
Commissioners from reserved, designated or undesignated fund equity; from balance sheet
accounts for the purchase of fixed assets not cited in paragraph 26 of the General
Appropriations Act, non-routine prepaid items or non-routine obligations related to a specific
appropriation; or from funds not budgeted.
27. All Internal Service Fund budgets that have depreciable assets shall have a capital budget
with detail supporting the amount of annual depreciation therein included, as well as a fiscal
plan for replacing, upgrading or disposing of those assets.
28. The budgetary system shall be maintained on the same basis of accounting (generally
accepted accounting principles) as the actual financial information is maintained.
2. Any violation of the general appropriations measure by the County Executive, the Fiscal
Officer, any administrative officer, employee or member of the Board of Commissioners
detected through application of generally accepted accounting procedures utilized by
Oakland County or disclosed in an audit of the financial records and accounts of the County
shall be filed with the State Treasurer and reported by the State Treasurer to the Attorney
General. Pursuant to Public Act 621 of 1978, the Uniform Budgeting Act, the Attorney
General shall review the report and initiate appropriate action against the person or persons
in violation. For use and benefit of the County of Oakland, the Attorney General or
Prosecuting Attorney may institute a civil and/or criminal action in a court of competent
jurisdiction for the recovery of County funds disclosed by an examination to have been
illegally expended or collected as a result of malfeasance, and for the recovery of public
property disclosed to have been converted or misappropriated.
30. The provisions of this act shall be applied to the General Fund and all Special Revenue and
Proprietary Funds of the County, including Enterprise Funds and Internal Service Funds.
BE IT FURTHER RESOLVED that as a condition of appropriation to a Community Mental Health Authority. the
Community Mental Health Authority shall submit to an annual performance audit by an entity to be selected by
the Board of Commissioners with the parameters of said annual performance audit to be determined by the
County's Audit Committee.
BE IT FURTHER RESOLVED that the FY 2011 — 2013 Finance Committee Recommended Budget, as
presented on September 23, 2010 be amended to create a FY2011 designation in general fund equity of
$100,000 to be dedicated for use in the Micro Loan Program upon appropriation of the Board of
Commissioners.
FINANCE COMMITTEE
Resolution #10248 September 23, 2010
Moved by Middleton supported by Gingell the resolution be adopted.
Moved by Middleton supported by Gingen the Human Resources Committee Report be accepted.
A sufficient majority having voted in favor, the report was accepted.
Discussion followed.
Moved by Greimel supported by Gershenson to amend the resolution as follows:
BE IT FURTHER RESOLVED that the FY 2011-2013 Finance Committee Recommended Budget, to
be presented on September 23, 2010, be amended to include an additional $500.000 appropriation in
FY 2011 (for a total appropriation of $1.5 million) to the Tr-Party Road Improvement Program, to be
paid for out of the budget favorability in FY 2010.
Discussion followed.
Eric Wilson, Oakland County Road Commission, addressed the board.
Discussion followed.
Laurie VanPelt. Director of Management and Budget, addressed the beard.
Robert Daddow, Deputy County Executive, addressed the board.
Discussion followed,
Gerald Poisson, Deputy County Executive. addressed the board.
Discussion followed.
Commissioner Greime( withdrew his amendment. Commissioner Gershenson withdrew her support.
Chairperson Bill Bullard, Jr. declared a brief recess.
Moved by Greimel supported by Gershenson to amend the resolution as follows:
BE IT FURTHER RESOLVED that the FY 2011-2013 Finance Committee Recommended Budget, to
be presented on September 23, 2010, be amended to include an additional $500,000 designation in
FY 2011 (for a total appropriation of $1.5 million) to the Tr-Party Road Improvement Program
designated fund balance, to be paid for out of the budget favorability in FY 2010.
Discussion followed.
Vote on amendment:
AYES: McGillivray, Nash, Schwartz, Woodward, Zack. Burns, Capella, Coleman, Coulter,
Gershenson, Greimel, Hatchett, Jackson. (13)
NAYS: Middleton, Potts. Runestad, Scott, Taub, Bullard. Douglas, Gingell. Gosselin, Jacobsen, Long.
(11)
A sufficient majority having voted in favor, the amendment carried.
Moved by Zack supported by Nash to amend the resolution as follows:
BE IT FURTHER RESOLVED that the FY 2011-2013 Finance Committee Recommended Budget, to
be presented an September 23. 2010, be amended to include an additional $84,000 to pay for the
salary and benefits of an additional housing counselor, to be paid for out of the budget favorabiiity in
FY 2010.
Discussion followed.
Chairperson Bill Bullard, Jr. declared a brief recess.
Moved by Scott supported by Zack to amend the amendment as fellows:
BE IT FURTHER RESOLVED that the FY 2011-2013 Finance Committee Recommended Budget, to
be presented on September 23, 2010, be amended to include an additional $84,000 to pay for the
salary and benefits of an additional housing counselor, to be paid for out of the Commissioners Non
Departmental Legislative Expense (10100-9090101-10000-731080).
Discussion followed.
Laurie VanPelt, Director of Management and Budget, addressed the board.
Discussion followed.
Vote on amendment to the amendment:
AYES: Nash, Schwartz, Scott, Woodward, Zack, Burns, Cabello, Coleman, Coulter, Gershenson,
Greimel, Hatchett. Jackson, McGillivray. (14)
NAYS: Middleton, Potts, Runestad, Taub, Bullard, Douglas, Gingell, Jacobsen, Long. (9)
A sufficient majority having voted in favor, the amendment to the amendment carried.
Vote on original amendment as amended:
AYES: Nash, Schwartz, Woodward. Zack, Burns, Cape°, Coleman. Coulter, Gershenson, Greimel,
Hatchett, Jackson, McGillivray. (13)
NAYS: Potts, Runestad, Scott, Taub, Bullard, Douglas, Gingell, Jacobsen, Long, Middleton. (10)
A sufficient majority having voted in favor, the amendment, as amended, carried.
Discussion followed.
Commission Middleton thanked everyone for their hard work.
Vote on resolution, as amended:
AYES: Potts, Runestad, Schwartz, Scott, Taub, Woodward. Zack, Bullard, Burns, Cabello, Coleman,
Coulter, Douglas, Gershenson, Gingell, Greimel, Hatchett, Jackson, Jacobsen, Long, McGillivray,
Middleton, Nash. (22)
NAYS: None. (0)
A sufficient majority having voted in favor, the resolution, as amended was adopted.
STATE OF MICHIGAN)
COUNTY OF OAKLAND)
I, Ruth Johnson, Clerk of the County of Oakland, do hereby certify that the foregoing resolution is a true and
accurate copy of a resolution adopted by the Oakland County Board of Commissioners on September 23,
2010, with the originat record thereof now remaining in my office.
In Testimony Whereof, I have hereunto set my hand and affixed the seal of the County of Oakland at Pontiac,
Michigan this 23'd day of September, 2010.
ede
Ruth Johnson, County Clerk
Resolution #10248 September 23, 2010
Moved by Middleton supported by Gingell the resolution be adopted.
Moved by Middleton supported by Gingell the Human Resources Committee Report be accepted.
A sufficient majority having voted in favor, the repo -t was accepted.
Discussion followed.
Moved by Greimel supported by Gershenson to amend the resolution as follows:
BE IT FURTHER RESOLVED that the FY 2011-2013 Finance Committee Recommended Budget, to
be presented on September 23, 2010, be amended to include an additional $500,000 appropriation in
FY 2011 (for a total appropriation of $1.5 million) to the Tr-Party Road Improvement Program, to be
paid for out of the budget favorability in FY 2010.
Discussion followed.
Eric Wilson, Oakland County Road Commission, addressed the board.
Discussion followed.
Laurie VanPelt. Director of Management and Budget, addressed the board.
Robert Daddow, Deputy County Executive, addressed the board.
Discussion followed.
Gerald Poisson, Deputy County Executive, addressed the board.
Discussion followed.
Commissioner Greimei withdrew his amendment. Commissioner Gershenson withdrew her support.
Chairperson Bill Bullard, Jr. declared a brief recess.
Moved by Greimel supported by Gershenson to amend the resolution as follows:
BE IT FURTHER RESOLVED that the FY 2011-2013 Finance Committee Recommended Budget, to
be presented on September 23, 2010, be amended to include an additional $500,000 designation in
FY 2011 (for a total appropriation of $1.5 million) to the Tr-Party Road Improvement Program
designated fund balance. to be paid for out of the budget favorability in FY 2010.
Discussion followed.
Vote on amendment:
AYES: McGillivray, Nash, Schwartz, Woodward, Zack, Burns, Capello, Coleman, Coulter,
Gershenson, Greimel, Hatchett, Jackson. (13)
NAYS. Middleton, Potts, Runestad, Scott, Taub, Bullard, Douglas, Gingell, Gossetin, Jacobsen, Long.
(11)
A sufficient majority having voted in favor, the amendment carried.
Moved by Zack supported by Nash to amend the resolution as follows:
BE IT FURTHER RESOLVED that the FY 2011-2013 Finance Committee Recommended Budget, to
be presented on September 23, 2010, be amended to include an additional $84,000 to pay for the
salary and benefits of an additional housing counselor, to be paid for out of the budget favorability in
FY 2010.
Discussion followed.
Ruth Johnson, County Clerk
Gat
z
Chairperson Bill Bullard, Jr. declared a brief recess.
Moved by Scott supported by Zack to amend the amendment as follows:
BE IT FURTHER RESOLVED that the FY 2011-2013 Finance Committee Recommended Budget, to
be presented on September 23, 2010, be amended to include an additional $84,000 to pay for the
saIary and benefits of an additional housing counselor, to be paid for out of the Commissioners Non
Departmental Legislative Expense (10100-9090101-10000-731080),
Discussion followed.
Laurie VanPelt, Director of Management and Budget, addressed the board.
Discussion followed.
Vote on Commissioner Scott's amendment
AYES: Nash, Schwartz, Scott. Woodward, Zack, Burns, Capello, Coleman, Coulter, Gershenson.
Greimel, Hatchett, Jackson, McGillivray. (14)
NAYS: Middleton, Potts, FRunestad, Taub, Bullard, Douglas, Gingell. Jacobsen. Long. (9)
A sufficient majority having voted in favor, Commissioner Scott's amendment to Commissioner Zack's
amendment carried.
Vote on original amendment as amended:
AYES: Nash, Schwartz, Woodward, Zack, Burns, Capello. Coleman, Coulter, Gershenson, Greirnel
Hatchett Jackson. McGillivray, (13)
NAYS: Potts, Runestad, Scott, Taub. Bullard, Douglas, Gingell, Jacobsen, Long, Middleton. (10)
A sufficient majority having voted in favor, the amendment, as amended, carried.
Discussion followed.
Commissioner Middleton thanked everyone for their hard work.
Vote on resolution, as amended:
AYES: Potts, Runestad, Schwartz, Scott, Taub, Woodward. Zack, Bullard, Burns, Capello, Coleman,
Coulter, Douglas, Gershenson, Gingell, Greimel, Hatchett. Jackson, Jacobsen, Long. McGillivray.
Middleton, Nash. (22)
NAYS: None. (0)
A sufficient majority having voted in favor, the resolution, as amended was adopted.
STATE OF MICHIGAN)
COUNTY OF OAKLAND)
I, Ruth Johnson, Clerk of the County of Oakland, do hereby certify that the foregoing resolution is a true and
accurate copy of a resolution adopted by the Oakland County Board of Commissioners on September 23,
2010, with the original record thereof now remaining in my office.
In Testimony Whereof, I have hereunto set my hand and affixed the seal of the County of Oakland at Pontiac,
Michigan this 23rd day of September, 2010.