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HomeMy WebLinkAboutResolutions - 2012.12.13 - 20702MISCELLANEOUS RESOLUTION #12322 December 13, 2012 BY: Finance Committee, Tom Middleton, Chairperson IN RE: DEPARTMENT OF MANAGEMENT AND BUDGET - FISCAL YEAR 2012 YEAR-END REPORT AND BUDGET AMENDMENTS To the Oakland County Board of Commissioners Chairperson, Ladies and Gentlemen: WHEREAS all accounts have been posted and final adjustments made for Fiscal Year (FY) 2012; and WHEREAS Statement #1 and #54 of the Governmental Accounting, Auditing and Financial Reporting Standards requires that encumbrances be treated as an assigned fund balance at the year-end and that such amounts be re-appropriated in the subsequent year in order to be available for expenditure; and WHEREAS the results of operations after consideration of expenditures, accruals, encumbrances, appropriations carried forward, transfers, adjustments, and closing entries was a favorable variance of total resources over total expenditures as reflected in the attached schedule; and WHEREAS FY 2012 General Fund General Purpose actual revenue was less than budgeted revenue by ($16,796,207.67); and •WHEREAS FY 2012 General Fund actual operating expenditures and transfers were less than budgeted operating expenditures and transfers by $38,684,884.50 rendering overall operating revenues more than expenditures for FY 2012 by $21,888,676.83; and WHEREAS the following Non—Spendable reserves have been created: $923,630.02 to cover pre- payments and $176,510.85 for inventories; and WHEREAS a portion of Convention Facility Tax revenues received is restricted for Health Substance Abuse programs in the amount of $3,244,003; and WHEREAS assignments have been established to recognize planned use of fund equity to balance budgets for FY 2013, $37,621,540; FY 2014, $44,826,888 and FY 2015, $52,390,980; and WHEREAS an assigned fund balance, in the amount of $9,000,000 has been created in order to meet future capital facility needs of the County; and WHEREAS subsequent to the events of September 11, 2001, the Administration reviewed the security of County facilities and operations and an assigned fund balance of $6,000,000 has been established to continue funding anticipated improvements recommended as a result of the study; and WHEREAS $5,000,000 is assigned to the DB Pension Contribution for 2014-2015; and WHEREAS an assignment of $5,000,000 has been established to cover unfunded mandates; and WHEREAS $4,000,000 is assigned to cover revenue losses for Personal Property Taxes as a result of an anticipated future change in state law; and WHEREAS $3,000,000 is assigned for potential future costs related to Federal Health Legislation; and WHEREAS pursuant to Miscellaneous Resolution #89283, the Board of Commissioners established an assignment for Operational Improvements, which makes available a source of funds departments can use to support innovative programs, providing the Board approves the use of the fund balance and the requesting department commits to a pay-back within six (6) years of the original allocation. The designated fund balance of $3,000,000 is retained; and WHEREAS $3,000,000 is assigned for an upgrade on PeopleSoft financial and human reource software; and WHEREAS $3,000,000 is assigned for the Tr-Party Road Improvement program; and WHEREAS the rates charged by the Information Technology fund do not include an amount required to replace fully depreciated equipment, and $3,000,000 has been assigned to continue to build a replacement fund for technology replacements and hardware; and WHEREAS $2,501,554.39 earned as a result of Property Tax Forfeiture is assigned to continue forfeiture activities; and FINANCE COMMITTEE Motion carried unanimously on a roll call vote. WHEREAS $2,117,410 of previously budgeted but unspent funds, assigned for carry forwards in the General Fund/General Purpose is requested to be appropriated to departments for use, as reviewed and recommended by the Department of Management and Budget; and WHEREAS due to the increase in the number of data security threats, an assignment of fund balance has been continued at $2,000,000 to fund the technology necessary to protect data privacy and security; and WHEREAS an assigned fund balance, in the amount of $1,600,000, has been created for the Human Resources Department to conduct a County-wide salary structure study and workforce planning; and WHEREAS in the event of a Public Health outbreak or disaster, the County has taken a proactive approach by assigning a portion of fund balance for pandemic response, in the amount of $1,500,000, for response to such an occurrence; and WHEREAS $1,186,292 is assigned in the General Fund for Sheriff Aviation to fund any major repairs; and WHEREAS a $730,000 assigned fund balance is for Board of Commissioners special projects; and WHEREAS an assignment of fund balance, in the amount of $600,000. has been continued to fund the development of alternative programs related to reducing jail population in Oakland County; and WHEREAS efforts are continuing to seek out new grants to assist Oakland County with enhancing operations and new programs, an assigned fund balance is continued for County matching fund requirements of new grant opportunities in the amount of $500,000; and WHEREAS an assignment of $500,000 is continued to fund various County events and provide quality of life initiatives to attract new businesses; and WHEREAS fund balance of $500,000 has been assigned to provide additional resources for Tax Tribunal appeals if needed; and WHEREAS $361,625,34 has been assigned for General Fund/General Purpose encumbrances obligated through the end of FY 2012; and WHEREAS based on a study by the Department of Human Resources, an additional $320,000 is designated to cover emergency salary costs for FY 2013; and WHEREAS as a result of the County's Business Continuity Planning Process, each department has identified additional supplies that must be procured in the event of an emergency, and a $300,000 assignment is continued to procure these supplies; and WHEREAS $238,654 is from the previous year closing of the Community Partnership Fund and is assigned for continuation of community programs; and WHEREAS pursuant to board action, an assignment of $200,000 has been established for the Microloan program in FY 2013, to cover loans for small businesses; and WHEREAS $123,539 is from the previous year closing of the Jail Commissary fund and is assigned for inmate programs; and WHEREAS an assignment of fund balance, in the amount of $100,000, has been created to cover anticipated Human Resources — Legal Expenses, including actuary costs, court reporters and expert witness fees associated with union grievances; and WHEREAS per Miscellaneous Resolution #03043 a Budget Transition Account was created and an assignment of $15,465,165.35 is recommended to be used for FY 2016 and beyond; the assigned fund balance has been updated to reflect the balance of funds available for future years; aI d WHEREAS a budget amendment is recommended to recognize additional revenue from the State of Michigan for Convention Facility Tax by $2,758,204 more than 2012 amended budget, of which $1,379,102 (one-half) is to be used for Health Division Substance Abuse programs; and WHEREAS the General Appropriations Act (MR#11227) requires that appropriations accumulate at the following three summary levels of expenditures within each County Department and are deemed maximum authorization for expenditures: Personnel Expenditures, Operating Expenditures and Internal Support Expenditures and in reviewing the FY 2012 year-end financial reports, it was determined that budgets for departments for a number of line-items was not sufficient which caused the following departments to go over budget: Sheriff, Facilities Management, County Clerk, Water Resources Commissioner and Probate Court and a budget amendment is recommended for FY 2012 to cover the shortage in the Operating Expenditures and internal Support. While individual divisions may be over budget, the budget is controlled at the department level; and WHEREAS $6,000 was transferred from Community Corrections Division to the Parks and Recreation Fund based on favorability in the Ground Supplies to cover costs to complete the Community Service Garden Project for probationers that was approved with MR *12179; and WHEREAS $28,250.12 was transferred from the Building Improvement Fund to the Building Authority North Oakland Health Center (NOHC) Project Fund in order to cover the final costs to complete the NOHC project as $64,000 from this project was previously used toward the bond refunding in FY 2011 that allowed the County to save $1,888,981 on the Building Authority Series 2004A bonds as a result of the refunding; WHEREAS $496,252,26 was transferred from the Work Release/Jail Management/Video Conferencing Project Fund to the General Fund and the CLEMIS Fund for the closeout of the Jail Management System project with $206,252.26 being returned to the General Fund and $290,000 being transferred to the CLEMIS Fund for the completion of integration enhancements for the Jail Management System; and WHEREAS $3,500 was transferred from the Arts, Culture and Film Regional Regrariting Services grant to the Children's Village "Art for all Kids" program; arid WHEREAS donations have been received by Oakland County restricted funds totaling $95,038.99 which includes the following funds: Animal Control Legacy Fund, $63,621.44; Children's Village Donation Fund $8,965.55; Medical Examiner Library Donation Fund, $1,000.00; and No Haz Waste Donations $21,452.00; and WHEREAS the Sheriff's Office accepted a donation of educational supplies and equipment for the jail with an estimated value of $58,178.52; and WHEREAS donations received by Economic Development & Community Affairs for the Cherry Blossom Tree Planting Ceremony total $11,500; and WHEREAS Parks & Recreation received donations totaling $63,389.67 for various programs; and WHEREAS the Department of Information Technology has attempted to collect funds owed to the county and recommends writing off accounts receivable $569.00 in the IT Fund for various customers. NOW THEREFORE BE IT RESOLVED that the Board of Commissioners accepts the report of operations for Fiscal Year 2012 and the results of operations by line-item after inclusion of expenditures, accruals, encumbrances, appropriations carried-forward, transfers, adjustments, and closing entries are approved. BE IT FURTHER RESOLVED that the FY 2012 budget be amended pursuant to Schedule A. BE IT FURTHER RESOLVED that various line items in the FY 2012 General Fund/General Purpose Budgets be amended to include $369,357.34 in outstanding purchase orders (encumbrances) as detailed in the attached schedule. BE IT FURTHER RESOLVED that adjustments to the General Fund Balance be approved as follows: Excess Revenues over Expenditures (Result of FY 2012 activity) $ 21,888,676.83 Add to General Fund Balance: Fed Health Care Impact $ 2,000,000.00 Tax Tribunal Appeals 1,500,000.00 Technology Replacement/Hardware 2,000,000.00 Tax & Assessment System Upgrade 3,500,000.00 Carryforwards 3,311,583.00 HR Legal 400,000.00 Criminal Justice Coord Startup 500,000.00 VEBA 2015 10,000,000.00 Fuel/Mileage Increase 480,000.00 Prior Years Encumbrances 288,679.76 Anticipated State/Federal Shortfall 4,000,000.00 Property Tax Forfeiture Activities 340,618.61 Committed to FY 2012 17,508,009.00 Committed to FY 2013 1,461,684.00 Committed to FY 2014 Adjusted Total Including Additions Deduct from General Fund Unassigned Fund Balance: Increase in Prepaids Increase in Inventories Increase in Restricted Funds Board of Commissioners' Projects Data Privacy and Security HR CompNVorkforce Planning Quality of Life Initiatives RCOC TriParty Committed to FY2015 Committed to FY2016 and beyond DB Pension Contribution 2014-2015 Unfunded Mandates Total Subtractions to General Fund Balance Adjusted Total including Additions/Subtractions Unassigned Fund Balance at the Beginning of Year Unassigned Fund Balance at the End of Year 989,643.00 $ 48,280,217.37 ( 775,859.05) ( 31,584.08) ( 6,268,076.86) ( 500,000.00) ( 500,000.00) ( 1,300,000.00) ( 200,000.00) ( 123,198.00) ( 35,414,507.65) ( 15,465,165.35) ( 5,000,000.00) ( 5,000,000.00) ($70,578,390.99) ($409,496.79) $1,500,000.00 $1,090,503.21 BE IT FURTHER RESOLVED that $2,117,410 from the FY 2013 Assigned Fund Balance for Carry Forwards be appropriated in FY 2013, as specified below, for departmental use: General Fund (#10100) Revenue 9010101-196030-665567 Encumb and Approp Carry Forward $ 2,117,410 Total General Fund Revenue $ 2,117,410 Expenditures 1070601-132030-731941 Med Examiner Training 9,800 1090108-171030-731458 Econ Dev Prof Serv 57,924 1090201-171000-731458 Econ Dev PEDS Prof Serv 89,980 1090201-171000-730205 Econ Dev PEDS Business Recruitment 11,766 1090201-171000-730072 Econ Dev PEDS Advertising 42,000 3010101-121100-731822 Circuit Court Special Projects 179,958 3010101-121100-750154 Circuit Court Expendable Equip 8,692 3010201-121100-732081 Circuit Court Visiting Judge 8,050 3020101-121020-702180-21427 52-1 DC - Emerg Sal 23,112 3020101-121020-702180-21426 52-3 DC - Emerg Sal 5,000 4010101-122050-731388 Prosecuting Attorney Printing 3,714 4010101-122050-732018 Prosecuting Attorney Tray & Conf 4,049 4010101-122050-731941 Prosecuting Attorney Training 1,270 4010101-122050-750154 Prosecuting Attorney Expendable Equip 7,447 4030301-112590-730373 Sheriff Cont Serv 147,650 4030301-112620-750170 Sheriff Other Expendable Equip 72,350 4030501-116230-731773 Sheriff Software Rental Lease Purchase 78,357 4030601-116240-750581 Sheriff Uniforms 50,000 4030601-116240-750154 Sheriff Expendable Equip 83,000 4030901-110060-788001-53500 Sheriff Trans Out 45,000 5010101-182020-731500 BOC Public Information 36,400 9010101-153010-740135 Tr-Party Roads 1,146,391 9010101-112700-788001-20293 Due to Child Care Fund 5,500 Total General Fund Expenditures $2,117,410 Child Care Fund (#20293) $ 5,500 $ 5,500 $ 5,500 ,500 Revenue 9090101-112700-695500-10100 Due from General Fund Total Child Care Fund Revenue Expenditures 1060501-112700-731773 Software Rental Lease Purchase Total Child Care Fund Expenditures CLEMIS Fund (#53500) Revenue 1080301-116020-695500-10100 Transfers In Total CLEMIS Fund Revenue Expenditures 1080301-116020-731458 Professional Services Total CLEMIS Fund Expenditures $ 45,000 $ 45,000 $ 45,000 $ 45,000 BE IT FURTHER RESOLVED that the uncollectible debts, as recommended by Department of Management and Budget and detailed in the attached schedules are authorized to be written off, BE IT FURTHER RESOLVED that the donations be recognized in the various Restricted Funds, Economic Development & Community Affairs and Parks and Recreation Departments and educational supplies and equipment received by the Sheriff's Office. Chairperson, on behalf of the Finance Committee, I move adoption of the foregoing resolution. COUNTY MICHIGAN DEPARTMENT OF MANAGEMENT AND BUDGET L. BROOKS PATTERSON, OAKLAND COUNTY EXECUTIVE Laurie Van Pelt, Director TO: Members of the Finance Committee FROM: Laurie Van Pelt, Director, Management and Budget Tim Soave, Manager, Fiscal Services .cz .' Lynn Sonkiss, Chief, Fiscal Services Gaia Piir, Supervisor of Fiscal 'Services SUBJECT: Letter of Transmittal - Fiscal Year 2012 Year End Report DATE: December 6, 2012 FY 2012 YEAR END REPORT Attached please find the Fiscal Year (FY) 2012 Year End Report. The result of FY 2012 activity for General Fund/General Purpose (GF/GP) operations is favorable in the amount of $21,888,677. GF/GP includes all operations except grants, enterprise funds, and internal service funds. This overall favorability is split between receiving ($16,796,208) less revenue than anticipated and projected favorability in expenditures of $38,684,885. REVENUES GF/GP revenues are 3.94% less than budget or ($16,796,208). Major variances are the result of the following events: A. TAXES — Favorable: $2,492,603 Primarily favorable due to the reduction of the Tax Tribunal Liability from $8.0 million to $5.0 million based on updated estimates for tax appeal adjustments. B. STATE GRANTS — Unfavorable:" ($1,61(l,671) Reduced state funding is the result of reduced Child Care fund costs. The revenue loss is more than offset by projected reduced expenditures. Expenditures are favorable for Foster Boarding Homes, Private Institutions, and Foster Care. C. OTHER INTERGOVERNMENTAL REVENUE — Unfavorable: ($134,205) Unfavorable revenue from the State for Cigarette Tax Sales and unfavorable Circuit Court judge salary reimbursement due to a vacancy (offset by salary favorability). CHARGES FOR svRVIcPs — Favorable: $7,230,336 Primarily due to favorability in the County Clerk, Treasurer, Management and Budget, and Children's Village revenue budgets. E. INVESTMENT INCOME — Unfavorable: ($1,614,494) Investment income is unfavorable due to lower investment rates. F. INDIRECT COST RECOVERY - Unfavorable: ($424,331) Estimated forecast includes reduced activity from construction projects, grants, and proprietary funds. Several internal service funds have been closed over the past few years, Microfilm, Jail Commissary, Sheriff Aviation, Office Equipment and Printing and Mailing. G. OTHER REVENUES — Favorable: $1,382,120 Prior Year Adjustments. Also, this category is favorable due to the transfer of $206,252 from the close out of the Jail Management System project. n, EXECLMVE OFFICE BUILDING 41 WEST * 2100 PONTIAC LAKE RD DEPT 09 - WATERFORD MI 48328-0409 (248) 858-2163 * FAX (248)858-9172 EMAIL: vartnelil@goakgov.corn 110 IMMO. ITEM 18 COUNTY MIC H IGAN FY 2012 YEAR END REPORT TABLE OF CONTENTS Page TRANSMITTAL LETTER 2 SUGGESTED RESOLUTION (including amendments) 5 STATEMENT OF REVENUES AND EXPENDITURES FOR GF/GP FUNDS 12 SCHEDULE OF OUTSTANDING PURCHASE ORDERS (ENCUMBRANCES) 15 FY 2012 GENERAL FUND ENDING FUND BALANCE 16 SUMMARY OF CHANGES IN GENERAL FUND EQUITY FROM 9130/11 TO 9/30/12.... 17 SUMMARY OF GF/GP REVENUES AND EXPENDITURES BY DEPARTMENT 18 FY 2012 YEAR END REVENUE EXPLANATIONS 19 Detailed sheets for each Department/Division showing variances for General Fund/General Purpose (GF/GP) revenue with explanation of variance. FY 2012 YEAR END EXPENDITURE EXPLANATIONS 30 Detailed sheets for each Department/Division showing variances for General Fund/General Purpose (GF/GP) expenditures, with explanations of variance. PROPRIETARY FUND REPOR-rs n A Summary of Revenues and Expenses with explanation of variances from Budget. 2012 BUDGET AMENDMENTS 81 List of Miscellaneous Resolutions that authorized amendments to the 2012 Adopted Budget. SCHEDULE OF GENERAL FUND SUNDRY REVENUE AND SUNDRY EXPENDITURES .85 nroJATICIMR RR SCHEDULE OF WRITE-OFFS 90 1 COUNTY MICHIGAN DEPARTMENT OF MANAGEMENT AND BUDGET Laurie Van Pelt, Director L. BROOKS PATTERSON, OAKLAND COUNTY EXECUTIVE TO: Members of the Finance Committee FROM: Laurie Van Pelt, Director, Management and Budget Tim Soave, Manager, Fiscal Services Lynn Sonkiss, Chief, Fiscal Services Gala Piir, Supervisor of Fiscal Services SUBJECT: Letter of Transmittal - Fiscal Year 2012 Year End Report DATE: December 6, 2012 FY 2012 YEAR END REPORT Attached please find the Fiscal Year (FY) 2012 Year End Report. The result of FY 2012 activity for General Fund/General Purpose (GF/GP) operations is favorable in the amount of $21,888,677. OF/OP includes all operations except grants, enterprise funds, and internal service funds. This overall favorability is split between receiving ($16,796,208) less revenue than anticipated and projected favorability in expenditures of $38,684,885. REVENUES OF/OP revenues are 3.94% less than budget or ($16,796,208). Major variances are the result of the following events: A. TAXES — Favorable; $2,492,603 Primarily favorable due to the reduction of the Tax Tribunal Liability from $8.0 million to $5.0 million based on updated estimates for tax .appeal adjustments. R. STATE GRANTS — Unfavorable: ($1,610,671) Reduced state funding is the result of reduced Child Care fund costs. The revenue loss is more than offset by projected reduced expenditures. Expenditures are favorable for Foster Boarding Homes, Private Institutions, and Foster Care. C. OTHER INTERGOVERNMENTAL REVENUE — Unfavorable: ($134,205) Unfavorable revenue from the State for Cigarette Tax Sales and unfavorable Circuit Court judge salaty reimbursement due to a vacancy (offset by salary favorability). CHARGES FOR SERVICES — Favorable: $7,230,336 Primarily due to favorability in the County Clerk, Treasurer, Management and Budget, and Children's Village revenue budgets. E. INVESTMENT' INCOME — Unfavorable: ($1,614,494) Investment income is imfavorable due to lower investment rates. F. INDIRECT COST RECOVERY - Unfavorable: ($424,331) Estimated forecast includes reduced activity from construction projects, grants, and proprietary funds. Several internal service funds have been closed over the past few years, Microfilm, Jail Commissary, Sheriff Aviation, Office Equipment and Printing and Mailing. G. OTHER REVENUES — Favorable: $1,382,120 Prior Year Adjustments. Also, this category is favorable due to the transfer of $206,252 from the close out of the Jail Management System project. • EXECUTIVE OFFICE BUILDING 41 WEST • 2100 PONTIAC LAKE RD DEFT4199 46 WATERFORD MI 48328-0409 • (248)858-2163 • FAX (248) 858-9172 EMAIL vanpe4@oakgov.com Revenues - over/ (under) budget Expenditures — (over)/under budget Total Officially Reported Favorability $ 7,173,747 38,684,885 $ 45 858,632 H. PLANNED USE OF' FUND BALANCE — Unfavorable: ($23,969,955) The budget is used to show the expected use of fund balance during the fiscal year. No actual revenues are , received in this account. EXPENDITURES In total, expenditures were 9.07% under budget or $38,684,885 favorable. Many departments have experienced personnel savings as the result of the hiring freeze, turnover, and under-filling of positions. Note that while individual divisions may be over budget, the budget is controlled at the department level. The General Appropriations Act requires that appropriations accumulate at the following three summary levels of expenditures within each County Department and are deemed maximum authorization for expenditures: Personnel Expenditures, Operating Expenditures, and internal Support Expenditures. Several budget amendments have been presented to correct departmental budgets where necessary within the controllable categories previously noted. Required Reporting Adjustments The FY 2012 Year End Report presents the County's financial position in relation to the amended budget (Budget perspective). This form of presentation is used so that users of this report can assess the true financial impact of County operations in comparison to the budget for the fiscal year ending September 30, 2012. However, it is important to note that this presentation style does not fully coincide with the accounting requirements of audited financial statements produced by the County. The County's financial statements are required to follow Generally Accepted Accounting Principles or GAAP. Year End Report Presentation — Budgetary Perspective The presentation reflects the true fiscal activity of the County for FY 2012: GAAP Required Reporting Method Under GAAP, the Planned Use of Fund Balance is removed as a "revenue" source. The amended revenue budget assumed the use of $23,969,955 in fund balance. Fund balance is budgeted, and if available can be used as a funding source, however GAAP does not allow fund balance to be "recorded as revenue". This is because Fund Balance is the residual of revenue and expenditures accumulated over the years, revenue cannot be recognized as income more than once. Thus when Use of Fund Balance is removed from the revenue calculation, the impact on the County's official financial statements is: Revenue Variance Reduce — Planned use of Fund Balance Revenue Variance Expenditure Variance (Comparing Actual to Approved Plan) GAAP Reported Effect on Fund Balance $ 7,1'7.3,747 (23,969,955) $( 16,796,208) It is important to analyze the report using both the Budget perspective and the GAAP perspective to accurately reflect the impact of fiscal activity generated from FY 2012 operations. 3 The Budget perspective recognizes the overall favorable operating budget variance and confirms the County's continuing efforts to maintain long-term fiscal stability particularly through continuation of prudent fiscal policies, such as budgeting for full employment of all authorized positions, the non-2417 hiring freeze and the stringent scrutiny applied to all requested expenditures. The Budget perspective shows that the County was favorable by $45.8 million when comparing budget to actuals. The County planned to utilize $23.9 million of Fund Balance, but favorable revenue along with significant expenditure favorability did not require any use of Fund Balance during FY 2012. The GAAP perspective provides information as to the effect on Fund Balance. This report shows that General Fund balance increased by $21.9 million at the end of Fiscal Year 2012. This increase will allow the County to utilize Fund Balance in future years as planned in the County's FY 2013-2015 budget plan, as well as the longer-teitu budget framework document, in order to continue to provide on-going quality services to the County constituents. Revenues 9010101 196010 620302 Convention Facility Tax Total Revenues Expenditures 9090101 196030 730359 Contingency 1060261 134790 731682 Health - Substance Abuse Satellites Total Expenditures Revenues 2010301 185010 631827 Clerk/ROD Reimb General Total Revenues 71,000.00 71,000,00 Expenditures 2010301 185010 730037 Clerk/ROD Adj Prior Years Exp Total Expenditures 71000.00 71 C:n0 Revenues 6010101 155011 631827 VVRC - Re1mb General Total Revenue 213,000.00 213.000.00 6010101 155010 771638 6010101 155010 771639 6010101 174450 731444 6010101 174250 731073 6010101 174250 730555 6010101 174250 730373 6010101 155010 730373 6010101 155010 731059 6010101 155010 750399 WRC - Drain Ec Labor WRC - Drain Equip WRC - Prof Svcs - Consult WRC - Legal Services WRC - Educ Prog WRC - Cent Svcs WRC - Cent Svcs WRC - Laundry & Cleaning WRC - Office Supplies Total Expenditures 345,000.00 48,000.00 (35,000.00) (35,000.00) (10,000.00) (72,000.00) (12,000.00) (6,000.00) (10,000.00) 213.000.00 2,758,204.00 2,758,204.00 1,379,102.00 $ 1,379,102.00 $ 2,758,204.0(.: SCHEDULE A OAKLAND COUNTY, MICHIGAN FISCAL YEAR 2012 YEAR END BUDGET AMENDMENTS GENERAL FUND/GENERAL PURPOSE (GE/OP) FY 2012 AMENDMENTS GF/GP OPERATIONS - SELF BALANCING AMENDMENTS Fund Aft Dept Program Acct GENERAL FUND (Th0100) Revenues 9010101 196000 601637 3040403 124015 730450 1040801 148020 731458 Revenues 4030901 116240 670057 Expenditures 4030601 110000 776661 Op Unit Account Name Property Taxes Total Revenues Probate Court - Defense Atty Fees Facilities Mgmt - Professional Services Total Expenditures Sheriff - Adj Prior Years Revenue Total Revenues Sheriff - Motor Pool Total Expenditures 122,000.00 _122,000.00 50,800.00 71,200.00 $ 122,000.00 235,000.00 $ 235,000.00 235,000.00 $ 235,000.00 Expenditures 1070401 113060 750224 Comm Corr - Ground Supplies (6,000.00 1070401 113060 788001 50800 Transfer to Parks & Recreation Fund $ 6,000.00 Total Expenditures $ - $ $ $ 6,000.00 6,000.00 6,000.00 6,000.00 SCHEDULE B OAKLAND COUNTY, MICHIGAN FISCAL YEAR 2012 YEAR END BUDGET AMENDMENTS PROPRIETARY / SPECIAL REVENUE FUNDS FY 2012 AMENDMENTS PROPRIETARY / SPECIAL REVENUE FUNDS - SELF BALANCING AMENDMENTS Dept ID Program Acct Fund Aff Oper Unit Account Name PARKS AND RECREATION FUND (#50800) Revenues 5060201 160930 695500 10100 Total Revenues Budgeted Equity Adjustments Total Expenditures Transfer from General Fund Expenditures 5060201 160930 796500 11 $0.00 0.00 0.00 0.00 218 07 264,443.26 264,661.33 0.00 0.00 0.00 325.00 325.00 $5,657,027.56 934,028.86 274,703.44 6,865,759.86 1,378,192.48 3,498,284.75 4,876,477.23 1,123,003.03 347,814.09 308,306.45 90,643.40 1,869,766.97 COUNTY OF OAKLAND REVENUES AND EXPENDITURES FOR GENERAL FUND GENERAL PURPOSE FUNDS FOR THE FISCAL YEAR ENDED SEPTEMBER 30, 2012 Revenues Collections and Total Revenues/ Expenditures Revenues/ Uncollected Adopted Budget Amended Budget before Expenditures Unencumbered Budget Amendments 0913012012 Adjustments Transfers and Transfers Encumbrances Balance FY2012 ------1 REVENUES: Taxes $198,329,187.00 $122,000.00 $198,451,187.00 $200,943,789.61 $0.00 $200,943,789.61 $0.00 $2,492,602.61 Special Assessments 0.00 0.00 0.00 0.00 0.00 $0.00 0.00 $0.00 Federal Grants 581,971.00 258,056.00 840,027.00 692,416.44 0.00 $692,416.44 0.00 ($147,610.56) State Grants 20,285,297.00 (667,603.00) 19,617,694.00 18,007,023.41 0.00 $18,007,023.41 0.00 ($1,610.670.59) Intergovernmental 11,090,534.00 2,549,666.00 13,640,200.00 13,505,994.57 0.00 $13,505,994.57 0.00 ($134,205.43) Charges for Services 100,473,693.00 (515,291,00) 99,958,402.00 107,188,738.24 0.00 $107.186,738.24 0.00 $7,230,336.24 Indirect Cost Recovery 8,700,000.00 0.00 8,700,000.00 8,275,668.73 0.00 $8,275,668.73 000 ($424,331.27) Investment Income 3,256,500.00 0.00 • 3,266,500.00 1,642,005.92 0.00 $1,642,005.92 0.00 ($1,614,494.08) Other Revenues 516,071.00 1,399,755.00 1,915,826.00 2,986,286,88 0.00 $2,986.286.68 0.00 $1,070,460.88 Contributions 464,787.00 50,000.00 514,787.00 534,403.65 0.00 $534,403.65 0.00 $19.616.65 Transfers In 55,031,524,00 520,000.00 55,551,524.00 0.00 55,843,566.64 $55,843,566.64 0.00 $292,042.64 Sub-total Resources 398,729,564.00 3,716,583.00 402,446,147.00 353,776,327.45 55,843,566.64 409,619,894.09 0.00 7,173,747.09 Resources Carried Forward 17,508,009.00 6,461,945.76 23,969,954.76 0.00 0.00 0.00 0.00 (23,969,954.76) TOTAL GOVERNMENTAL RESOURCES EXPENDITURES: Administration of Justice Circuit Court Dept District Court Dept Probate Court Dept Total Admin. Of Justice Law Enforcement Prosecuting Attorney Dept Sheriff Dept Total Law Enforcement General Government Co Clerk Reg Of Deeds Dept Treasurers Dept Board of Commissioners Dept Water Resources Commissioner Dept Total Gen. Government $51,706,676.00 ($148,696.41) $51,557,779.59 $41,294,733.47 $4,606,018.56 $45,900,752.03 16,832,789.00 318,687.40 17,151,476.40 16,205,826.54 11,621.00 16,217,447.54 6,119,500.00 15,596.94 6,135,096.94 5,660,393.50 0.00 5,860,393.50 74,653,965.00 185,387.93 74,844,352.93 63,360,953.51 4,617,639.56 67,978,593.07 19,604,241.00 80,796.67 19,685,037.67 17,267,956.77 1,038,670.35 18,306,627.12 141,102,850.00 (921,534.21) 140,181,315.79 135,717,409.07 701,178.71 136,418,587.78 160,707,091.00 (840,737.54) 159,866,353.46 152,985,365.84 1,739,849.06 154,725,214.90 11,313,945.00 629.81 11,319,574.81 10,196,571.78 0.00 10,196,571.78 7,647,233.00 1,115,019.01 8,762,252.01 8,323,792.60 90,645.32 8,414,437.92 4,529,316.00 15,152.90 4,544,468.90 4,236,162.45 0.00 4,236,162.45 5,065,948.00 471,333.00 5,537,281.00 400_ 5 143.60 46,169.00 5,446,312.60 28,561,442.00 1,602,134.72 30,163,576.72 28,156,670.43 136,814.32 28,293,484.75 $416,237,573.00 $10,178,528.76 $426,416,101.76 $353,776,327.45 $55,843,566.64 $409,619,894.09 $0.00 ($16,796,207.67) 12 COUNTY OF OAKLAND REVENUES AND EXPENDITURES FOR GENERAL FUND GENERAL PURPOSE FUNDS FOR THE FISCAL YEAR ENDED SEPTEMBER 30, 2012 Revenues Collections and Total Revenues/ Expenditures Revenues/ Uncollected Adopted Budget Amended Budget before Expenditures Unencumbered Budget Amendments 09/3012012 Adjustments Transfers and Transfers Encumbrances Balance --- County Executive County Exec Admin Dept 5,771,364.00 (36,604.92) 5,734,769.08 5,501,380.73 0.00 5,501,380.73 0.00 233,378.35 Management and Budget Dept 21,096,363.00 258,110.13 21,354,473,13 19,155,939.21 0.00 19,155,939.21 0.00 2,198,533.92 Central Services Department 2,650,177.00 13,426.43 2,663,603.43 2,465,856.88 0.00 2,455,856.88 3,917.50 203,829.05 Facilities Management Dept 1,267,122.00 59,280.01 1,326,402.01 1,141,158.56 0.00 1,141,158.56 0.00 185,243.45 Human Resources Dept 3,971,493.00 131,511.11 4,103,004.11 3,692,888.63 0.00 3,692,888.63 0.00 410,115.48 Health and Human Services Dept 65,792,522.00 5,422,695.89 71,215,217.89 58,403,745.16 88,231.86 58,491,977 02 27,064.02 12,696,176.85 Public Services Dept 16,478,849.00 217,543.83 16,696,392.83 15,462,178.70 18,000.00 15,480,178 70 73,389.49 1,142,624.84 Comm and Economic Dev Dept 7,287,536.00 818,570.25 8,106,106.25 7,165,516.48 246,751.00 7,412,267.48 0.00 693,838.77 Total County Executive 124,315,426.00 6,884,532.73 131,199,958.73 112,978,664.35 352,982.86 113,331,647.21 104,371.01 17,763,940,51 Total Departments 388,242,924.00 7,831,317.84 396,074,241.84 357,481,654.13 6,847,285.80 364,328,939.93 369,357.34 31,375,944.57 Non-Departmental Appropriations 27,994,649.00 2,347,210,92 30,341,859.92 17,096,028.98 5,936,891.01 23,032,919.99 0.00 7,308,939.93 TOTAL GOVERNMENTAL EXPENDITURES $416,237,573.00 $10,178,528.76 $426,416,101.76 $374,577,683.11_ $12,784,176,81 $387,361,859.92 $369,357.34 $38,684,884,50 GENERAL FUND GENERAL PURPOSE FUNDS Revenues 416,237,573.00 10,178,528.76 426,416,101 76 353,776,327 45 55,843,566.64 409,619,894.09 000 (16,796.207 67) Expenditures 416,237,573.00 10,178,528.76 426,416,101 76 374,577,683.11 12,784,176,81 387,361,859.92 369,357 34 38.65488450 Excess Revenues over/(under) Expenditures $0.00 $0,00 $0.00 ($20,801,355.66) $43,059,389.83 $22,258,034.17 ($369,357.34) $21,888,676.83 Adjustments to Unassigned Fund Balance Add to General Fund Balance Fed Health Care Impact 2,000,000.00 Tax Tribunal Appeals 1,500,000.00 Technology Replacement/Hardware 2,000,000.00 Tax & Assessment System Upgrade 3,500,000.00 Carryforwards 3,311,583.00 HR Legal 400,000.00 Criminal Justice Coard Startup 500,000.00 VEBA 2015 10,000,000.00 Fuel/Mileage Increase 480.000.00 Prior Years Encumbrances 288,679.76 Anticipated State/Federal Shortfall 4,000,000.00 Property Tax Forfeiture Activities 340.618_61 Committed to FY 2012 17,508,009.00 Committed to FY 2013 1,461,684.00 Committed to FY 2014 989,643,00 Total Additions to General Fund Balance $48,280,217.37 13 Total Revenues/ Expenditures and Transfers Revenues/ Uncollected Unencumbered Encumbrances Balance Transfers (775,859.05) (31,584.08) (6,268,076.86) (500,000 00) (500,000.00) (1,300,000.00) (200,000.00) (123,196.00) (35,414,507.65) (15,465,165.35) (5,000,000.00) (5,000,000.001 ($70,578,390.99) ($409,496.79) 1,500,000.00 $1,090,503.21 COUNTY OF OAKLAND REVENUES AND EXPENDITURES FOR GENERAL FUND GENERAL PURPOSE FUNDS FOR THE FISCAL YEAR ENDED SEPTEMBER 30, 2012 Revenues Collections and Expenditures Adopted Budget Amended Budget before Budget Amendments 09/3012012 Adjustments Deduct from Unassigned Fund Balance Increase in Prepaids Increase in Inventories Increase in Restricted Funds Board of Commissioners' Projects Data Privacy and Security HR Comp/Workforce Planning Quality of Life Initiatives RCOC TriParty Committed to FY 2015 Committed to FY 2016 and beyond DB Pension Contribution 2014-2015 Unfunded Mandates Total Subtractions from General Fund Balance Adjusted Total including Additions and Subtractions Beginning FY 2012 Balance Unassigned Balance at End of FY 2012 14 OAKLAND COUNTY ENCUMBRANCES FISCAL YEAR ENDED SEPTEMBER 30, 2012 General Fund # 10100 Department Division Division Fund Central Services Support Services $3,917,50 Health and Human Services Health Division 4,649.02 Homeland Security 14,683.00 Public Services Community Corrections 71,962.00 Medical Examiner 313.74 Animal Control 1,113.75 Prosecuting Attorney Prosecuting Attorney Admin 218.07 Water Resource Commissioner Administration 325.00 Sheriff Sheriffs Office 6,074.00 Administrative Services 81,844,90 Corrective Services 16,200,69 Corrective Services - Satellites 4,434.84 Patrol Services 110,432.35 Investigative / Forensic Svc 45,456,48 $361,625.34 Child Care Fund #20293 Health and Human Services Childrens Village 7,732.00 $7,732.00 Total Encumbrances - General Fund/General Purpose Funds $369,357,34 Prepared by Fiscal Services October 26, 2012 15 OAKLAND COUNTY, MICHIGAN GENERAL FUND BALANCE - SEPTEMBER 30, 2012 Fund Balance 0913012011 Changes Resulting from FY 2012 Operations.' Revenues / Transfers In - Unfavorable Expenditures I Transfers Out - Favorable 201,161,883.48 (16,796,207.67) 39,063,763.92 22,267,556.25 Fund Balance 0913012012 223,429,439.73 USE OF FY 2012 GENERAL FUND BALANCE Non-Spendable Prepaids 923,630.02 Inventories 176,510.85 Total Non-Spendable 1,100,140.87 Restricted Property Tax Forfeiture 8,311,144,57 Substance Abuse Satellites 3,244,003.00 Total Restricted 11,555,147.57 Assigned Capital Reserve 9,000,000.00 Homeland Security Enhancements 6,000,000.00 DB Pension Contribution 2014-2015 5,000,000.00 Unfunded Mandates 5,000,000.00 Personal Property Tax Reduction 4,000,000.00 Fed Health Care Impact 3,000,000.00 Operational Improvements 3,000,000.00 PeopleSoft Upgrade 3,000,000.00 RCOC Triparty 3,000,000,00 Technology Replacement/Hardware 3,000,000.00 Property Tax Forfeiture Activities 2,501,554.39 Data Privacy and Security 2,000,000.00 HR Comp/Workforce Planning 1,600,000.00 Pandemic Response 1,500,000.00 Sheriff Aviation 1,186,292.00 Board of Commissioners' Project 730,000.00 Jail Alternative Prg Startup 600,000.00 New Grant Match opportunities 500,000.00 Quality of Life Initiatives 500,000.00 Tax Tribunal Appeals 500,000.00 Encumbrances 361,625.34 Emergency Salaries 320,000.00 Business Continuity planning 300,000.00 Community Partnerships 238,654.00 Microloan 200,000.00 Jail Commissary 123,539.00 HR Legal 100,000.00 Budget Commitments: Carry Forwards 2,117,410.00 Committed to FY 2013 37,621,540.00 Committed to FY 2014 44,826,888.00 Committed to FY 2015 52,390,980.00 Committed to FY 2016 and beyond 15,466,165.35 Total Assigned 209,683,648.08 Unassigned 1,090,503.21 Total Fund Balance 223,429,439.73 16 $147,770.97 144,926.77 $292,697.74 $3,540,508.71 1,746,562.00 $5,287,070.71 ($271,425.68) (3,046,418.00) (5,428,993.00) (1,245,496.00) OAKLAND COUNTY, MICHIGAN USE OF GENERAL FUND EQUITY DURING FY 2012 Fund General Fund Fund Balance as of 9/30/2011 Total Adjustments General Fund Year End General Fund to Equity Fund Balance Adjustments Fund Balance During FY 2012 as of 09/30/2012 as of 09/30/2012 $271,425.68 5,000,000.00 9,000,000.00 2,000,000.00 6,000,000.00 5,000,000.00 4,000,000.00 3,500,000.00 3,000,000.00 5,428,993.00 230,000.00 1,500,000.00 500,000.00 500,000.00 300,000.00 500,000.00 10,000,000.00 600,000.00 1,500,000.00 480,000.00 300,000.00 320,000.00 300,000,00 3,000,000.00 4,000,000.00 1,186,292.00 123,539.00 2,876,802.00 2,842,173.00 238,654.00 200,000.00 17,508,009.00 39,083,224.00 45,816,531.00 16,976,472.35 Non-Spendable Prepaids Inventories Total Non-Spendable Restricted Property Tax Forfeiture Substance Abuse Satellites Total Restricted Assigned Encumbrances Fed Health Care Impact Capital Reserve Tax Tribunal Appeals Homeland Security Enhancements Technology Replacement/Hardware Personal Property Tax Reduction Tax & Assessment System Upgrade Operational Improvements Carry Forwards Board of Commissioners' Project Data Privacy and Security New Grant Match opportunities HR Legal HR Comp/Workforce Planning Criminal Justice Coor Startup VEBA 2015 Jail Alternative Prg Startup Pandemic Response Fuel/Mileage Increase Business Continuity planning Emergency Salaries Quality of Life Initiatives PeopleSoft Upgrade Anticipated State/Federal Shortfall Sheriff Aviation Jail Commissary RCOC Triparty Property Tax Forfeiture Activities Community Partnerships Microioan Committed to FY 2012 Committed to FY 2013 Committed to FY 2014 Committed to FY 2015 Committed to FY 2016 and beyond DB Pension Contribution 2014-2015 Unfunded Mandates $147,770.97 144,926.77 $0.00 $292,697.74 11,746,512,01)) ($1,746,562.00) $0.00 $5,000,000.00 $9,000,000.00 $2,000,000.00 $6,000,000.00 $5,000,000.00 $4,000,000.00 $453,582.00 $3,000,000.00 $0.00 $230,000.00 $1,500,000,00 $500,000.00 $500,000.00 $300,000.00 $500,000.00 $10,000,000.00 $600,000.00 $1,500,000.00 $480,000.00 $300,000.00 $320,000.00 $300,000.00 $3,000,000.00 $4,000,000.00 $1,186,292.00 $123,539.00 $1,631,306.00 $2,842,173.00 $238,654.00 $200,000.00 $17,508,009.00 $39,083,224.00 $45,816,531.00 $16,976,472.35 $0.00 $0.00 $0.00 $923,630.02 176,510.85 $1,100,140.87 4,770,635.86 $8,311,144.57 3,244,003.00 3,244,003.00 $8,014,638.86 $11,555,147.57 361,625.34 $361,625.34 (2,000,000.00) 3,000,000.00 0.00 9,000,000.00 (1,500,000.00) 500,000.00 0.00 6,000,000.00 (2,000,000.00) 3,000,000.00 0.00 4,000,000.00 (453,582.00) 0.00 0.00 3,000,000.00 2,117,410.00 2,117,410.00 500,000.00 730,000.00 500,000.00 2,000,000.00 0.00 500,000.00 (400,000.00) 100,000.00 1,300,000.00 1,600,000.00 (500,000.00) 0.00 (10,000,000.00) 0.00 0.00 600,000.00 0.00 1,500,000.00 (480,000.00) 0.00 0.00 300,000.00 0.00 320,000.00 200,000.00 500,000.00 0.00 3,000,000.00 (4,000,000.00) 0.00 0.00 1,186,292,00 0.00 123,539.00 1,368,694.00 3,000,000.00 (340,618.61) 2,501,554.39 0.00 238,654.00 0.00 200,000.00 (17,508,009.00) 0.00 (1,461,684.00) 37,621,540.00 (989,643.00) 44,826,888.00 35,414,507.65 52,390,980.00 15,465,165.35 15,465,165.35 5,000,000.00 5,000,000.00 5,000,000.00 5,000,000.00 $3,540,508.71 0.00 $3,540,508.71 775,859.05 31,584.08 $807,443.13 Total Assigned Total Unassigned Total General Fund Equity $ 194,082,115.03 $ (9,992,332.68) $ 184,089,782.35 $ 1,500,000.00 0.00 1,500,000.00 $ 201,161,883.48 $ (11,738,894.68) $ 189,422,988.80 $ 25,593,865.73 $ 209,683,648.08 (409,496.79) 1,090,503,21 34,006,450.93 $ 223,429,439,73 17 NON-DEPARTMENTAL APPROPRIATIONS TOTAL NON-DEPARTMENTALS 27,994,649.00 30,341,859.92 $ 23,032,919.99 $ 7,308,939.93 24.09% TOTAL GOVERNMENTAL EXPENDITURES 416 237 573 00 $ 426 416 101 76 $ 387 731 217 26 $ 38 684 884 50 9.07% General Fund/General Purpose Favorable/(Unfavorable) - Budget Perspective GAAP Required Adjustment (eliminating use of fund balance "revenue") GAAP -BASED REPORT (impact on Fund Balance) $ 45,858,631.59 $ (23,969,954.76) $21,888,678.83 COUNTY OF OAKLAND FY 2012 YEAR END REPORT GENERAL FUND/GENERAL PURPOSE REVENUE AND EXPENDITURES SUMMARY BY DEPARTMENT FY 2012 BUDGET AMOUNT ADOPTED AS FY 2012 FAVORABLE/ BUDGET AMENDED ACTUAL (UNFAVORABLE) PERCENT REVENUES GENERAL FUND Taxes $ 198,329,187.00 $ 198,451,187.00 $ 200,943,789.61 $ 2,492,602.61 1.26% - Federal Grants 581,971.00 840,027.00 692,416.44 (147,610.56) -17.57% State Grants 20,285,297.00 19,617,694.00 18,007,023A1 (1,610,670.59) -8.21% Other Intergovernmental Revenue 11,090,534.00 13,640,200.00 13,505,994,57 (134,205.43) -0.98% Charges for Services 100,473,693.00 99,958,402,00 107,188,738.24 7,230,336.24 7,23% Indirect Cost Recovery 8,700,000.00 8,700,000.00 8,275,668.73 (424,331.27) -4.88% Investment Income 3,256,500.00 3,266,500.00 1,642,005.92 (1,614,494.08) -49.58% Other Revenues 56,012,382.00 57,982,137.00 59,364,257.17 1,382,120.17 2.38% SUB-TOTAL GENERAL FUND/GENERAL PURPOSE $ 398,729,564.00 $ 402,446,147.00 $ 409,619,894.09 $ 7,173,747.09 1.78% PLANNED USE OF FUND BALANCE $ 17,508,009.00 $ 23,969,954.76 $ $ (23,969,954.76) -100.00% TOTAL GF/GP FUNDS $ 416,237,573.00 $ 426,416,101.76 $ 409,619,894.09 $ (16,796,207.67) -3.94% EXPENDITURES ADMINISTRATION OF JUSTICE Circuit Court $ 51,706,676.00 $ 51,557,779.69 $ 46,900,752.03 $ 5,657,027.56 10.97% 52nd District Court 16,832,789.00 17,151,476.40 16,217,447.54 934,028.86 5.45% Probate Court 6,119,500.00 6,135,096.94 5,860,393.50 274,703.44 4.48% TOTAL ADMIN. OF JUSTICE $ 74,658,965.00 $ 74,844,352.03 $ 67,978,593.07 $ 6,865,759.86 9.17% LAW ENFORCEMENT Prosecuting Attorney 19,604,241.00 19,685,037.67 18,306,845.19 1,378,192.48 7.00% Sheriff 141,102,850.00 140,181,315.79 136,683,031.04 3,498,284.75 2.50% TOTAL LAW ENFORCEMENT $ 160,707,091.00 $ 159,866,353.46 $ 154,989,876.23 $ 4,876,477.23 3.05% GENERAL GOVERNMENT Clerk/Register of Deeds 11,318,945.00 11,319,574.81 10,196,671.78 1,123,003.03 9.92% Treasurer 7,647,233.00 8,762,252.01 8,414,437.92 347,814.09 3.97% Board of Commissioners 3,063,647.00 3,088,340.34 2,822,738.83 265,601.51 8.60% Library Board 1,465,669.00 1,456,128.56 1,413,423.62 42,704.94 2.93% Water Resources Commissioner 5,065,948.00 5,537,281.00 5,446,637,60 90,643.40 1,64% TOTAL GENERAL GOVERNMENT $ 28,561,442.00 $ 30,163,576.72 $ 28,293,809.75 $ 1,869,766.97 6.20% COUNTY EXECUTIVE County Executive Admn. Management and Budget Central Services Facilities Management Human Resources Health and Human Services Public Services Economic Dev. and Comm Affairs TOTAL COUNTY EXECUTIVE TOTAL DEPARTMENTS $ 5,771,364,00 $ 5,734,759,05 $ 5,501,380.73 $ 233,378.35 4.07% 21,096,363.00 21,354,473.13 19,155,939.21 2,198,533.92 10.30% 2,660,177.00 2,663,603.43 2,469,774.38 203,829.05 7.65% 1,267,122.00 1,326,402.01 1,141,158.56 185,243.45 13.97% 3,971,493.00 4,103,004.11 3,692,888.63 410,115.48 10.00% 65,792,522.00 71,215,217.89 58,519,041.04 12,696,176.85 17.83% 16,478,849.00 16,696,392.83 15,553,568.19 1,142,824.64 6.84% 7,287,536.00 8,106,106.25 7,412,267.48 693,838.77 8.56%• $ 124,315,426.00 $ 131,199,958.73 $ 113,436,018.22 .5 . 1,7,763,940.51 13.54% $ 388,242,924.00 $ 396,074,241.84 $ 364,698,297.27 $ 31,375,944.57 7.92% 18 FEDERAL GRANTS (610000-610999) Sheriff - Patrol Sheriff - Corrective Services COUNTY OF OAKLAND GENERAL FUND / GENERAL PURPOSE REVENUES FY 2012 YEAR END REPORT Amount Adopted Amended FY 2012 Favorable Budget Budget Actual (unfavorable), Percent Explanation of Significant Variances Other Taxes - Delinquent Tax - Prior Years Treasurer Payment in Lieu of Taxes 76,000.00 76,000.00 776,936.19 700,936.19 922.28% Fay. Receipt of Payment in Lieu of taxes in excess of budget. Also, receipt of LDFA revenue. Other Taxes - Trailer Tax 88,000.00 88,000.00 72,926.00 (15,074.00) -17.13% Reflects reduction in number of mobile homes. Total Taxes $ 198,329,187.00 5 198,451,187.00 $ 200,943,789.61 $ 2,492,602.61 1.26% TAXES (601000-601999) Property Taxes - July Tax Levy 198,066,687.00 $ 198,188,687.00 $ 199,995,427.42 $ 1,806,740.42 0.91% Drop in taxable valuable offset by reduction of increment financing offsets and Michigan Tax Tribunal liability adjustment. 98,500.00 98,500.00 98,500.00 0.00% Prosecuting Attorney Homeland Security - Disaster Control Health Division $ - $ $ 0.00% 82,000.00 82,000.00 (82,000.00) -100.00% Unfav. Federal Operating Grants due to FY 2012 SCAAP and BVP grant awards booked in Intergovernmental Revenues; see Intergovernmental Revenues for lay offset. 129,243.00 67,500.00 75,218.56 7,718.56 11.43% Fay DHS contract increase in billable service hours (50% Federal, 50% State); budget amendment submitted during FY 2012 to address budget task obligation. 49,000.00 63,233.00 77,093.75 13,860.75 21.92% Fay. Disaster Control Fed Subsidy due to agreement for Emergency Management Performance Grant (EMPG) greater than anticipated. 21,728.00 327,294.00 231,979.50 (95,314.50) -29.12% Unfav. Federal Operating Grants due to Tobacco Retailer Inspections ($40,000) as actuals from revenue funding was reported in the Inspection Fees account under the Charges for Services category; Prevention Pilot Project Grant ($39.469) as the need for reimbursement of expenses were less than anticipated (note expenditure offset); Safe Drinking Water ($12,363) as renewal of operator certifications were not fully realized; Michigan Department of Environmental Quality (MDEQ) Inland Beach Monitoring ($4,083) as the number of visits required to monitor sites were reduced. Children's Village 300,000.00 300,000.00 308,124.63 8,124.63 2.71% Fay. Refund School Meals (lunch program) due to an increase in population at Children's Village. Total Federal Grants 581,971.00 $ 840,027.00 $ 692,416.44 $ (147,610.56) -17.57% 19 1 of 11 11/27/2012 * Revenue variance is partially offset by an expenditure variance. Economic Development Health Division Non-Departmental - Child Care Subsidy COUNTY OF OAKLAND GENERAL FUND / GENERAL PURPOSE REVENUES FY 2012 YEAR END REPORT Amount Adopted Amended FY 2012 Favorable Budget Budget Actual (unfavorable) Percent Explanation of Significant Variances STATE GRANTS (615000-615999) Sheriff - Patrol State Match Foster Care Prosecuting Attorney - $ 2,160.00 $ 2,235.00 $ 75.00 3.47% 1,000.00 1,000.00 (1,000.00) -100.0G% 129,243.00 67,500.00 75,218.56 7,718.56 11.43% Fay. DHS contract increase in billable service hours (50% Federal, 50% State); budget amendment submitted during FY 2012 to address budget task obligation. 0.00% 5,053,257.00 4,375,486.00 4,364,751.00 (10,735.00) -0.25% Unfav. State Operating Grants due to MDEQ long term water pollution monitoring as the number of sites to monitor was reduced. 15,101,797.00 15,171,548.00 13,564,818.85 (1,606,729.15) -10.59% Built into the Circuit Court Family Division, Human Services Admin and Children's Village Budgets are Child Care Fund expenditures. A favorable variance within these expense areas reduces the 50% reimbursement the county receives. Unfavorable revenue variance is offset by Child Care Fund expenditure favorability. Total State Grants 20,285,297.00 $ 19,617,694.00 $ 18,007,023.41 $ (1,610,670.59) -8.21% OTHER INTER-GOVERNMENTAL REVENUES (620000 - 626999) Non-Departmental $ 8,600,000.00 $ 11,358,204.00 $ 11,128,237.03 $ (229,966.97) -2.02% Unfav, due to decrease in Cigarette Tax sales ($122,448) and unfav revenue for State Court Fund Disb PA 189 ($107,519). HHS - Homeland Security 54,000.00 54,000.00 59,376.00 5,376.00 9,96% Fav. Local Match due to higher than anticipated revenue from the installation of sirens. Circuit Court 4,500.00 4,500.00 4,773.29 273.29 6,07% Fay. Drug Court Management due to an increase in filings. Revenue is generated by specific drug case filings with the Court. The State reimburses the Circuit Court according to the drug case filings. District Court 2,500.00 2,500.00 2,433.59 (66.41) -2.66% Sheriff 468,840.00 260,302.00 434,271.11 173,969.11 66.83% Fav SSI Payments of $41,446 and marine safety reimbursement of $65,617 in excess of budget. Also, fay due to bullet proof vest grant of $11,648 and SCAAP grant of $55,258 posted intergovernmental rev but budgeted in State Grants; see State Grant rev for offset. Non-Departmental - Reimb Judges Salaries 1,960,694.00 1,960,694.00 1,876,903.55 (83,790.45) -4.27% Unfav due to Circuit Court Judge Salary reimb (judgeship vacancy) which is offset by salary favorability. Total Other Intergovernmental Revenue $ 11,090,534.00 $ 13,640,200.00 $ 13,505,994.57 $ (134,205.43) -0.98% 20 2 of 11 11127/2012 *Revenue variance is partially offset by an expenditure variance. COUNTY OF OAKLAND GENERAL FUND! GENERAL PURPOSE REVENUES FY 2012 YEAR END REPORT Amount Adopted Amended FY 2012 Favorable Budget Budget Actual funfavorable) Percent Explanation of Significant Variances CHARGES FOR SERVICES (630000-635999} Administration of Justice Circuit Court - 3,021,500.00 $ 3,021,500.00 $ 2,787,411.76 $ (234,088.24) -7.75% Unfav. due to a reduction in the collections of Court Costs ($144,536) as well as a reduction in Civil Mediation Payments ($62,525) and Refund Fees PD Def Attorney ($33,868). Circuit Court - Family Division 2,024,500.00 2,029,500.00 2,115,818.20 86,318.20 4.25% Fav, primarily due to an Increase in Board and Care. District Court - Division I (Novi) 4,616,600.00 4,594,600.00 4,201,697.36 (392,902.64) -8.55% Unfav. Probation Fees ($293,281) and Ordinance Fines and Costs ($180,504) due to a decrease in the public's ability to pay; partially offset by Fay. State Law Costs $46,620 due to an increase in State violation caseload and Garnishment Fees $42,765 due to an increase in activity. District Court - Division II (Clarkston) 1,887,500.00 1,887,500.00 1,627,746.43 (259,753.57) -13.76% Unfav. Ordinance Fines and Costs ($168,726), Probation Fees ($65,114) and Refund Fees PD Def Attorney ($30,879) due to a decline in caseload and a decrease in the public's ability to pay. District Court - Division ill (Rochester Hills) 4,134,000.00 4,134,000.00 4,035,575.91 (98,424.09) -2.38% Unfav. Ordinance Fees and Costs ($275,495) due to a decline in caseload and a decrease in the public's ability to pay; partially offset by Fay. Probation Fees $182,374 due to new collection initiatives_ District Court - Division IV (Troy) 2,227,000.00 2,227,000.00 2,311,156.30 84,156.30 3.78% Fay. State Law Costs $3E3,053 due to an increase in State violation caseload. Also Fay. Late Penalty $18,739, Garnishment Pees $15,510 and Show Cause Fee $10 :380 due to an increase in activity. Probate Court - Estates and Mental Health 512,300.00 512,300,00 511,830.10 (469.90) -0.09% Unfav. due to loss in Gross Estate Fees which are contingent on the gross value of an estate, ability to pay the fees and the number of cases filed. Total Administration of Justice 18,423,400.00 $ 18,406,400.00 $ 17,591,236.06 $ (815,163.94) -4.43% 21 3 of 11 11/2712012 * Revenue variance is partially offset by an expenditure variance. Law Enforcement Prosecuting Attorney Sheriffs Office Sheriff - Administrative Services Sheriff - Corrective Services Sheriff - Corrective Services Satellites Sheriff - Emergency Response and Prepared. 2,543,266.00 2,543,266.00 1,681,368.00 644,709,00 2,606,382-00 2,546,829_00 2,893,392.01 350,126.01 327,895.86 (316,813.14) 1,838,254.85 (708,574.15) COUNTY OF OAKLAND GENERAL FUND / GENERAL PURPOSE REVENUES FY 2012 YEAR END REPORT Amount Adopted Amended FY 2012 Favorable Budget Budget Actual (unfavorable} Percent Explanation of Significant Variances 432,300.00 $ 446,300.00 $ 362,640.07 $ (83,659.93) -18.75% Unfav. due to insufficient funds in GL Narcotics Forfeiture account to transfer to GFGP to fulfill budget task obligation of ($39,191). Unfav Program Income receipts of ($30,559) related to Bad Check Restitution, this also is an unmet budget task obligation. Unfav Reimbursement General of ($14,168), this also represents an unmet budget task obligation. In addition, unfav Welfare Fraud Case Review of ($3,900) and unfav Forensic Lab Fees ($2,159). These are partially offset by favorable Educational Training receipts of $2,210. Extradition Recovery Fee revenue of $2,162; State Approp Victim Witness receipts of $449; and Microfilming revenue of $1,496_ 196,900.00 196,900.00 227,217.17 30,317.17 15.40% Fay. Reimb. Salaries. 442,100.00 492,100.00 545,646.65 53,546.65 10.88% Fay. Gun Registrations of $20,525 Photographs of $5,482; Photostats of $36,864; Registration Fees of $1,597; Fee income of $14,940; Miscellaneous of $600; Fingerprints of $18,377 reflecting increasing requests for these services; partially offset by lower receipts of Recovered Indigent Monies of ($39,948), Reimb. Postage of ($4,900). 13.77% Fay Diverted Felon receipts of $453,887; Inmate Board and Care $66,614, OUIL Third Offense of $18,161, Transportation of Prisoners of $2,760; partially offset by unfav. Board and Care and other inmate housing related revenues of ($191,296). -49.14% Unfav. Board and Care of ($262,753), a budget amendment was made to reduce budget to anticipated receipts but actual receipts were lower than estimate. Also lower Reimbursement of Court Services of ($61,914); partially offset by fay. Reimb. Salaries of $7,854. -27_82% Unfav. Dispatch Services of ($108,742); and Civil Action Service Fees of ($599,832): see offsetting favorable Foes Civil Service expense. 22 4 of 11 11/2712012 * Revenue variance is partially offset by an expenditure variance. Sheriff - Patrol Services Sheriff - Investigative Forensic Services Total Law Enforcement General Government Clerk - County Clerk Amount Adopted Amended FY 2012 Favorable Budget Budget Actual (unfavorable) Percent Explanation of Significant Variances 43,252,429.00 42,127,883.00 43,080,260.84 352,377.84 0.82% Fay. Reimbursement of Salaries of $638,181 due to adjustments to Patrol Contract revenues with CVT's; Liquor Control Sheriff of $61,238; Fee Income of $4,783: Inspection of Boat Livery income of $822; Miscellaneous Income of $4,160; Reimb. General of $5,209; and Wrecker Service receipts of $8,621; partially offset by unfav. Sheriff Special Deputies of ($235,636); reduced OUTL Third Offense revenue receipts of ($135,000). 792,392,00 792,392.00 849,693.92 57,301.92 7.23% Favorable receipt of Confiscated Property of $8,081, Reimbursement of Salaries of $99,181. Refunds NET $6,010 and Misc revenues of $6,819; partially offset by Refund Forensic Lab Fees ($50,000) and Drug Testing of ($12,789). 51,947,137.00 $ 50,390,379.00 $ 50,125,001,37 $ (265,377.63) -0.53% 2,730,493.00 $ 2,730,493.00 $ 3,281,227.24 $ 550,734.24 20.17% Fay. Certified copies $626,385,CVR County Portion $12,205, E-filing Fees $48,903, Garnishment Fees $04,965, Jury Fees $25,885, Marriage License $12,560, Motion Fees $15,030 and Photographs $64,160 due to increased activity. Partially offset by Unfav. Assumed Names ($10,992), Confidential Intermediary ($6,000), Notary Commission ($11,869), Miscellaneous ($19,470) and Photostat ($71,260) due to less activity. Also unfav., Bond Fees ($44,978) and Forfeiture of Bonds ($159,239) which are dependent on prosecutors filing motions with the courts to collect. Clerk - Elections 175,000,00 247,650.00 389,803.63 142,153.83 COUNTY OF OAKLAND GENERAL FUND / GENERAL PURPOSE REVENUES FY 2012 YEAR END REPORT 57A0% Fav. Reimb General $145, 802 due to reimbursement from State of Michigan for February's Presidential Primary: partially offset by unfavorable operating expenditures. Also fay., Election Filing Fees Late $9,570 due to Corporation Counsel's efforts to collect on late tilers. Partially offset by unfav. Board of Canvasser Service Fee ($11,320) due to local school election consolidation and Photostat (1,925) due to less activity. 23 5 of 11 11/27/2012 " Revenue variance is partially offset by an expenditure variance. COUNTY OF OAKLAND GENERAL FUND / GENERAL PURPOSE REVENUES FY 2012 YEAR END REPORT Clerk - Register of Deeds & Micrographics Treasurer Amount Adopted Amended FY 2012 Favorable Budget Budget Actual (unfavorable) Percent Explanation of Significant Variances 7,900,200.00 7,900,200.00 10,043,279.89 2,143,079.89 27.13% Fav. Mortgages $1,078,874 Land Transfer Tax $1.105,380, Recording Fees $256,056 due to increased activity. Partially offset by Unfav. Chattel Mortgages ($13,278) due to IRS guidelines and more filings are done at the state level, Enhanced Access Fees ($130,833) due to decrease in online activity, Deeds (51,869) and Photostats ($54,645) due to less activity, Plat Service Fees ($2,340) due to downturn in development, Miscellaneous (13,724) due to less activity on report requests, Fed Tax Leins Cert of Release ($20,000), Remonumentation Fee ($6,786) and Tract Index ($2,479) due to less activity. 4,922,918.00 5,657,918.00 10,429,553.09 4,771,635.09 84.34% Fay, primarily due to increased activity involving the sale of foreclosed property (formerly reported under the Land Sales Fund) $4,097,983, as well as an increase in Title Search Fees $1,003,550 Foreclosure Notification Fee $62,555, Administration Fees $37,354, Pilot State owned Land $62,496, Tax Reverted Land Co Portion $60,074, Recording Fee Forfeiture Certifications $45,917 offset by projected unfav. expenditure, Recording Fee Redemption Certification $45,917 offset by projected unfav. expenditure. Favorability is offset by unfav Industrial Facilities Tax ($257,954), TIFA DDA Recovery Ad Valorem ($207,319) and TIFA/DDA Recovery IFT ($51,205) due to decreasing values. Also, it is offset by unfavorable Miscellaneous ($73,219) due to less anticipated use, Delinquent Per Prop Tax Admin ($24,637) due to parcels that do not sell at auction and Civil Action Service Fees ($31.771) due to fees not collected for parcels that are not sold at auction. Board of Commissioners 600.00 Library Board 27,000.00 600.00 500.00 (100.00) 27,000.00 66,002.55 39,002.55 -16.67% 144A5% Fay. Reimb. Salaries $49,006 due to unanticipated receipt of state payment. Partially offset by unfav. Copier Machine Charges ($3,690) due to online access and Misc ($6,313) due to loss of paralegal contracts due to court house hours. 24 6 of 11 11/2712012 " Revenue variance is partially offset by an expenditure variance Adopted Budget 1,368,112.00 Amended Budget 1,581,112.00 FY 2012 Actual 1,678,020.77 Water Resources Commissioner 17,124,323.00 $ 18,144,973.00 $ 25,888,387.17 $ 7,743,414.17 42.68% 0.00% 42.88% Favorable Vendor Incentive Program. 2.35% Favorable -Increased contract billing. 46.24% Favorable Court Ordered Board and Care $12.073, Late Penalty $108,196, and Tax Intercept Fees $64,817 due to increased collection efforts by the Reimbursement staff. -25.34% Unfav. Printing ($34,210), metered postage ($8,824) & Standard Mail ($89,700) due to loss of CVT business, offset by fay. printing, metered postage and mail handling-postage expenses. Fay. Commission Vending revenue $4.866 due to more than expected. -19.06% Unfav. due to decreased requests for personnel file copies, mailing labels, Merit System Books etc. Total General Government County Executive County Exec - Auditing M&B - Purchasing Division M&B - Equalization Division M&B - Fiscal Services Division Central Services - Support Services Human Resources 506,500.00 506,500.00 378,162.84 (128,337.16) - $ 170,000.00 3,193,904.00 415,600.00 170,000.00 3,201,164.00 415,600.00 - $ 242,897.42 72,897,42 3,276,375.35 75,211.35 607,763.90 192,163.90 800.00 800.00 647.50 (152.50) 0.00% HHS - Administration COUNTY OF OAKLAND GENERAL FUND / GENERAL PURPOSE REVENUES FY 2012 YEAR END REPORT Amount Favorable (unfavorable l Percent Explanation of Significant Variances 96,908.77 6.13% Fay - Plat Service Fees $995 a result of greater business activity for plat condominium site development review. Fay - Reimbursement General $115,285 a result of Drain Administration able to charge more time than anticipated to projects, Unfav - Reimbursement Salaries Construction Administration ($9,821) a result of over estimated budget compared to actual amount eligible to charge back to projects. Unfav - Soil Erosion Fees ($9,551) decrease in building activity/permits due to downturn in housing market. 25 7 of 11 11/2712012 • Revenue variance is partially offset by an expenditure variance. HHS - Health Division HHS Children's Village HHS - Homeland Security Public Services - Community Corrections Public Services - MSU Extension Public Services - Medical Examiner Public Services - Animal Control Public Services - Circuit Court Probation Economic Dev. & Comm. Affairs - Admin Economic Day. & Comm. Affairs - PEDS Total County Executive Non-Departmental Non-Dept - Charges for Services Total Non-Departmental Total Charges for Services COUNTY OF OAKLAND GENERAL FUND! GENERAL PURPOSE REVENUES FY 2012 YEAR END REPORT Amount Adopted Amended FY 2012 Favorable Budget Budget Actual Sunfavorable) Percent Explanation of Significant Variances 3,154,638.00 3,178,195.00 2,872,284.53 (305,910.47) -9.63% Unfav. Flu Vaccine Fees ($195,814) and Flu 3rd Party ($109,595) due to decrease in demand. Unfav. Clinic Charges ($112,826) due to delay in collecting fee as well as Dental Service Fees Outside ($99,934) due to privatization of Clinic within the Oakland County Sheriffs Office Jail. Unfav. Administration Fees ($43,014) due to discontinued payment of immunization administration fee by MedicaidtMedicare. Partially offset by Fay. Inspection Fees $106,501 actuals from revenue funding was not reported in the Federal Operating Grants account under the Federal Grants category as well as Food Service Licenses $77,997 and On- Site Sewage Permits $75,703 due to increase in demand. 2,887,496.00 2,887,496.00 3,227,664.72 340,168.72 11.78% Fay. Out County Board and Care due to increased population from use by other counties. 494.95 494.95 100.00% Fav. Educational Training due to revenue received from CPR supplies and equipment rental. 300,000.00 300,000,00 252,583.50 (47,416.50) -15.81% Unfav. due to reduced number of Weekend Alternative Program (WAM) work crews. 40,000.00 40,000.00 22,695.65 (17,304.35) -43.26% Unfav. due to restructuring of the Master Gardener Program. 189,000.00 189,000.00 201,240.16 12,240.16 6.48% Favorable Cremation Approval Fee $27,400 due to increased cremations vs burials partially offset by Autopsies ($13,000) due to fewer private autopsies requested/performed. 917,895.00 917,895.00 779,922.96 (137,972.04) -15,03% Unfav. Sale of Licenses due to slow economic recovery and limited staff wh ich prevented census follow-ups. Offset reflected in fay_ personnel expense. - - - - 0.00% - 0.00% 323,000.00 323,000.00 504,390.42 181,390.42 56.16% Fay, due to transfer of Community Partnership Fund to General Fund. $ 12,098,833,00 $ 12,129,650.00 $ 12,367,123.90 $ 237,473.90 1.06% $ 880,000.00 $ 887,000,00 1,216,989.74 329,989.74 37.20% Fav. reflects increase in commission on pay phones $274,075 and Misc revenue budgeted in Non-Dept - Sundry $55,914. $ 880,000.00 $ 887,000.00 $ 1,216,989.74 $ 29,989.74 37.20% $ 100,473,693.00 $ 99,958,402.00 $ 107,188,738.24 $ 7,230,336.24 7.23% 26 8 of 11 11/27/2012 * Revenue variance is partially offset by an expenditure variance, INDIRECT COST RECOVERY (640100) 8,700,000.00 $ 8,700,000.00 $ 8,275,668.73 $ (424,331.27) 1,489.70 $ (4,510.30) INVESTMENT INCOME (655000-655999) District Courts (Div. I - IV) Sheriff Corrective Services Sheriff Investigative/Technical Services Treasurer Clerk/Register of Deeds Economic Development Non-Departmental Total investment Income OTHER REVENUES (670000-695500) Circuit Court District Court Probate Court Prosecuting Attorney Sheriff Office 6,000.00 $ 6,000.00 $ 43,000.00 2,500.00 43,000.00 2,500.00 5,000.00 5,000.00 3,200,000.00 3,256,500.00 $ 3,200,000.00 3,256,500.00 $ 50,000.00 $ 351,305.00 339,889.00 10,545.00 949,390.00 Sheriff - Administrative Services Sheriff - Corrective Services Sheriff - Corrective Services - Satellites Sheriff - Emergency Preparation and Training 50,000.00 $ 75.75 39.00 355,802.34 1,018,254.63 10.10 292,284.31 33,540.14 40.21 (316.22) 61,920.86 12,501.39 (1.00) COUNTY OF OAKLAND GENERAL FUND! GENERAL PURPOSE REVENUES FY 2012 YEAR END REPORT Adopted Budget Amended Budget FY 2012 Actual Amount Favorable (unfavorable) Percent Explanation of Significant Variances -4.88% LInfav. due to lower than expected activity related to construction projects, grants, and proprietary funds, as well as closure of some internal service funds, -75.17% LInfav. due to income investment base and market rate adjustments. 40,21 100.00% Misc. Interest on Investments (316.22) 100.00% Misc. Interest on investments 18,920.86 44.00% Fav. Due to income investment base 10,001,39 400.06% Fay. Due to interest on investments and county clerks portion of interest on court cases (5,001.00) -100,02% LInfav. As budget should have been included in non- departmental. -51.05% LInfav. due to low investment market rates. -49.58% 0.00% 75,75 100.00% Fay. due to Cash Overages 39.00 100.00% Fay. due to Cash Overages 15,913.34 4,68% Fay. Donations from voluntary pay reductions for elected officials; variance from budget due to turnover. 68,864.63 7.25% Favorable County Auction receipts of $52,381. Budget is in Patrol Services Division, but actuals are reflected in Sheriff's Office; Donations of $5,569 from elected official voluntary pay reduction; Transfers In of $4,083; and Enhancement Funds of $6,832. 100.00% Cash overage. 100.00% Adj. of Prior Years Revenues of $208,548 to adjust Dispatch Deferred Revenue account; and Transfers in of $83,736. 0.00% 33,510.14 100.00% Receipt of Adj of Prior Years Revenues of $1,760, and Refund Prior Years Expenditures of $485; and Transfers In of $31,265. 1,566,370.98 (1,633,629.02) 1,642,005.92 $ (1,614,494.08) 10,10 292,284.31 27 9 of 11 1112712012 Revenue variance is partially offset by an expenditure variance. Amount Favorable Lunfavorable) Percent Explanation of Significant Variances (15,419.00) -82.38% Unfav. due to actual County Auction receipts recorded in Sheriff Office rather than Patrol Services of ($6,000) and unfav. Enhancement Funds receipts of ($9,419). 776,636.04 284,565.04 57.83% Fay. Receipt of Refund Prior Years Expenditures of $69,919; Transfers In of $33,199 and Adjustment of Prior Years Revenues of $183,452 partially offset by Enhancement Funds of ($2,005) FY 2012 Actual 3,299.00 19,745.00 492,071.00 Sheriff Patrol Services Sheriff - Investigative/Forensic Svc Adopted Budget 18,718.00 Amended Budget 18,718.00 Clerk/Register of Deeds Treasurer Board of Commissioners Library Board Water Resources Commissioner County Executive - Auditing Management and Budget Central Services - Support Services Facilities Management Administration Health Division 5,745.00 5,745.00 4,300.00 4,300,00 Economic Development - Donations Non Departmental - Donations Non-Dept - Sundry 153,000,00 417,500.00 20,000.00 153,000.00 417,500.00 389.10 735.00 52.48 124,800.00 828,775.02 Children's Village Homeland Security Public Services Public Services - Animal Control COUNTY OF OAKLAND GENERAL FUND / GENERAL PURPOSE REVENUES FY 2012 YEAR END REPORT 100.00% Fay. Contributions due to voluntary donations of elected officials salary and Cash Overages. 95.79% Fay. Contributions due to voluntary donations of elected officials salary. 100.00% Fay. Contributions due to voluntary donations of elected officials salary. 100.00% Due to Cash Overages 100.00% Fav. Contributions due to voluntary donations of elected officials salary. 100.00% 100.00% Equalization prior year revenue. 190.82% Fay. printing materials auction due to closing printing business and outsourced to Oakland Schools. 100.00% Refund Prior Years Expenditure 100.00% Fay. Prior Years Revenue from Zero to Three and Nurturing Parenting Program $119,463; Refund Prior Years Expenditure due to reimbursement from Substance Abuse and Administration contracts $5,839; County Auction $3,453: Cash Overages $183; and Donations $10. 389.10 100.00% Fay. due to County Auction. 0.00% (19,265.00) -96.33% Unfav Dog Tag Program due to low participation; program expected to restart in near future. 52.48 100,00% Animal Control-Cash Overage (28,200.00) -18.43% Unfav. due to less than projected for donation of GLRI Grant offset by fay of No Haz participation. 0.00% 411,275.02 98.51% Fav due to to reimb to General Fund from Remonurnentation grant and ad) of allowance for uncollectible acct receivables. 16,283.14 16,283.14 11,248.24 5,503.24 9,172.30 9,172.30 0.85 0.85 1,918.50 1,918.50 33.70 33.70 8,032.00 8,032.00 12,505.30 8,205.30 904.00 904.00 128,948.03 128,948.03 28 10 of 11 11/27/2012 * Revenue variance is partially offset by an expenditure variance. Treasurers Transfers Non-Departmental - Transfers In Total Other Revenues PLANNED USE OF FUND BALANCE (665000-665999) Encumbrances and Carryforwards Use of Prior Yrs Fund Balance Total Planned Use of Fund Balance Adopted Budget 5,656,048,00 49,375,476.00 $ 56,012,382.00 $ 17,508,009.00 $ 17,508,009.00 $ Amended Budget 5,656,048.00 49,875,476.00 FY 2012 Actual 5,605,325.36 50,085,222,84 -100.00% -100.00% -100.00% -3.94% COUNTY OF OAKLAND GENERAL FUND / GENERAL PURPOSE REVENUES FY 2012 YEAR END REPORT 416,237,573.00 57,982,137.00 7,464,234.76 16,505,720.00 23,969,954.76 $ 409,619,894.09 $ Amount Favorable (unfavorable) Percent Explanation of Significant Variances (50,722.64) -0.90% Unfav. Due to reduced number of delinquent parcels. 209,746.84 0.42% Fey due to transfers from Building Authority Project Fund for the close out of the Jail Management System project of $206,252 and from the Project Work Order Fund for special projects. 59,364,257.17 $ 1,382,120.17 2.38% TOTAL GEN. FUND / GEN. PURPOSE REVEN1 $ 416,237,573.00 $ 426,416,101.76 $ 409,619,894.09 $ (16,196,ZUT.bl) 426,416,101.76 $ (7,464,234.76) _26,505,720.00), $ (23,969,954.76) (16,796,207.67) 29 11 of 11 11/27/2012 * Revenue variance is partially offset by an expenditure variance, Judicial Administration Personnel Expenditures Operating Expenditures Internal Support Expenditures Transfer Out Business Division Personnel Expenditures Operating Expenditures $ 1,659,943.00 $ 1,598,794.00 $ 1,622,002.20 $ 77,234.00 102,234.00 43,270.19 Internal Support Expenditures 149,375.00 151,631.00 150,388.77 Transfers Out COUNTY OF OAKLAND FY 2012 YEAR END REPORT EXPENDITURES CIRCUIT COURT AMOUNT ADOPTED AMENDED FY 2012 FAVORABLE BUDGET BUDGET ACTUAL (UNFAVORABLE) PERCENT EXPLANATION OF SIGNIFICANT VARIANCES $ 8,478,946.00 $ 8,313,054.00 $ 7,851,455.62 $ 461,598,38 5.55% - Fay, due to underfilled and vacant positions. 92,176.00 310,840.95 155,925.59 154,915.36 49.84% - Fay. Special Projects due to the distribution of Jud icial Technology funds from the State and Judges On-Line project (MR #9214) used for courtroom technology improvements. 325,293.00 362,717.68 337,480.62 25,237.06 6.96% - Fav. Building Space Cost Allocation $16,914 due to FY 2012 look- back credit. Also Fay. Convenience Copier $4,868 and Info Tech Operations $3,650 due to lower than anticipated use. 50,000,00 50,000.00 0.00% $ 8,896,415.00 $ 9,036,612.63 $ 8,394,861,83 $ (23,208.20) -1.45% - Unfav. primarily due to a change in short/long term disability charges effective May 2012; now charged as part of Fringe rate. 58,963.81 57.68% - Fay, due to a reduction in the use of Visiting Judges $30,133 and Professional Services $4,000. Also Fay. Computer Supplies $5,404 and Equipment Expense $4,000 due to conscious effort to reduce costs and Metered Postage $8,400 due to lower than anticipated use. 1,242.23 0.82% - Fay. Building Space Cost Allocation $4,195 due to FY 2012 look- back credit; partially offset by Unfav. Info Tech Operations ($2,928) due to higher than anticipated use. 641,750.80 7,10% $ 1,886,552.00 $ 1,852,659.00 $ 1,815,651.16 $ 36,997.84 2.00% Civil / Criminal Division Personnel Expenditures Operating Expenditures Internal Support Expenditures $ 2,000,808.00 $ 1,965,033.00 $ 1,883,083.98 $ 81,949.02 4,17% - Fay, due to underfilled and vacant positions. 5,261,944.00 5,276,101.80 4,272,940.04 1,003,161.76 19.01% - Fay. Defense Attorney Fee Payments $524,103 due to less activity. These payments are dependent on caseload and the Circuit Court fee structure. Also Fay. Juror Fees and Mileage $265,649, Transcript on Appeals $42,621 and Attorney Fees Mediators $42,525 due to a decline in caseload. In addition, Fay. Printing $42,621 and Metered Postage $26,335 due to lower than anticipated use. 2,421,091,00 2,603,137.94 2,410,257.46 192,880,48 7.41% - Fay. Building Space Cost Allocation $103,845 due to FY 2012 look- back credit. Also Fay. Equipment Rental $60,722 and Info Tech Operations $23,910 due to lower than anticipated use. $ 9,683,843.00 $ 9,844,272.74 $ 8,566,281.48 $ 1,277,991.26 12.98% 1112712012 30 Family Division/Juvenile Maint. Personnel Expenditures Operating Expenditures $ 11,244,620.00 $ 11,044,428.00 $ 10,226,451.43 $ 13,230,661,00 13,230,661.00 10,896,309.06 817,976.57 2,334,351.94 Internal Support Expenditures 1,625,180.00 1,631,500.22 1,445,168.51 186,331.71 Transfer Out 5,139,405.00 4,917,646.00 4,556,018.56 361,627.44 COUNTY OF OAKLAND FY 2012 YEAR END REPORT EXPENDITURES CIRCUIT COURT ADOPTED BUDGET AMENDED BUDGET FY 2012 ACTUAL AMOUNT FAVORABLE (UNFAVORABLE) PERCENT EXPLANATION OF SIGNIFICANT VARIANCES 7,41% - Fey, due to underfilled and vacant positions. 17.64% - Fay, due to decrease in placements to State institutions $2,884,744. Also Fay. Fees Guardian Ad Litern $139,519 due to a decrease in caseload; partially offset by Unfav. Defense Attorney Fees ($580,795) due to an increase in activity. 11.42% - Fay. Equipment Rental $60,422 and Info Tech Operations $34,873 due to tower than anticipated use. Also Fey. Building Space Cost Allocation $47,896 due to FY 2012 look-back credit and Info Tech Imaging Operations $32,387 due to this charge now a part of Info Tech Operations. 0.00% - Fey_ primarily due to the Friend of the Court Grant requiring less than anticipated funding. $ 31,239,866.00 $ 30 ,824,235.22 $ 27,123,947.56 $ 3,700,287.66 12,00% Department Total Personnel Expenditures Operating Expenditures Internal Support Expenditures Transfers Out $ 23,384,317.00 $ 22,921,309,00 18,662,015.00 18,919,837.75 4,520,939.00 4,748,986.84 5,139,405.00 4,967,646.00 $ 51,706,676,00 $ 51,557,779.59 $ 21,582,993.23 15,368,444.88 4,343,295,36 4,606,018,56 1,338,315.77 3,551,392.87 405,691.48 361,627.44 5.84% 18.77% 8.54% 7.28% $ 45,900,752,03 $ 5,657,027.56 10.97% 11/27/2012 31 32 11/27/2012 COUNTY OF OAKLAND FY 2012 YEAR END REPORT EXPENDITURES DISTRICT COURT ADOPTED BUDGET AMENDED BUDGET FY 2012 ACTUAL AMOUNT FAVORABLE (UNFAVORABLE) PERCENT EXPLANATION OF SIGNIFICANT VARIANCES District Court Administration Personnel Expenditures Operating Expenditures Internal Support Expenditures Transfers $ 205,903.00 $ 314,935.00 $ 270,736.41 $ 5,300.00 5,300.00 6,424.44 44,198.59 14.03% - Fay. due to turnover and underlined positions. (1,124.44) -21.22% Unfav. Visiting Judges due to a one-time medical issue, 0.00% $ 211,203.00 $ 320,235,00 $ 277,160,85 $ 43,074,15 13.45% Division 1 - Novi Personnel Expenditures Operating Expenditures Internal Support Expenditures Total Division 1 - Novi Division 2 - Clarkston Personnel Expenditures Operating Expenditures Internal Support Expenditures Transfers Out Total Division 2 - Clarkston $ 4,214,574.00 $ 4,127,322.00 $ 3,950,238.84 $ 990,659.00 1,070,609.75 1,018,973,76 434,773.00 485,483.65 425,553.82 $ 1,952,079.00 $ 1,910,674.00 $ 1,821,081.05 $ 619,940.00 652,685.00 561,326.89 270,520.79 263,771.52 4.29% - Fay. due to turnover and underlined positions. 4.82% - Fay. Software Support Maintenance $16,057, Postage- Standard Mailing $5,000, Juror Fees and Mileage $4,098, Professional Services $3,847 and Office supplies $3,599 due to lower than anticipated use. Also Fay. Drug Testing $15,335 as a result of negotiating a lower price for test cups and Defense Attorney Fees $3,610 due to a procedural change that has reduced costs. 59,929.83 12.34% - Fav. Info Tech Operations due to lower than anticipated use. 4.69% - Fay. due to turnover and underfilled positions. 14.00% - Fav. Defense Attorney Fees $39,372 due to restructured schedule for defense attorneys. Also Fay. Interpreter Fees $8,447, Printing $7,726, Travel and Conference $6,188, Medical Exam $4,840, Charge Card Fee $4,084, Computer Research Service $3,952, Electrical Service $3,549 and Professional Services $3,392 due to a decrease in activity. 6,749.27 2.49% - Fay. Info Tech Operations due to lower than anticipated use. 0,00% - 197,474.00 177,083.16 51,635.99 $ 5,640,006,00 $ 5,683,415.40 $ 5,394.766.42 $ 288,648.98 5.08% 89,592.95 91,358.11 $ 2,769,493.00 $ 2,833,879.79 $ 2,646,179.46 $ 187,700.33 6.62% Division 3 - Rochester Hills Personnel Expenditures Operating Expenditures $ 3,797,977.00 $ 3,717,581.00 $ 3,599,655.24 $ 370,556.00 420,598.00 326,999.61 117,925.76 93,598.39 Internal Support Expenditures 817,591.00 909,653.01 852,959.56 56,693.45 Division 4 - Troy Personnel Expenditures Operating Expenditures Internal Support Expenditures $ 2,431,021.00 463,964.00 330,978.00 $ 2,385,028.00 492,922.00 376,543.20 $ 2,314,344,70 $ 469,030.79 324,729.91 70,683.30 23,891.21 51,813,29 COUNTY OF OAKLAND FY 2012 YEAR END REPORT EXPENDITURES DISTRICT COURT ADOPTED BUDGET AMENDED BUDGET FY 2012 ACTUAL AMOUNT FAVORABLE (UNFAVORABLE) PERCENT EXPLANATION OF SIGNIFICANT VARIANCES 3.17% - Fay. due to turnover and underfilied positions. 22.25% - Fay. Defense Attorney Fees $31,870, Juror Fees and Mileage $14,507, Interpreter Fees $10,017, Postage- Standard Mailing $5,000, Printing $4,955, Medical Exam $4,400, Personal Mileage $3,987, Expendable Equipment $3,576 and Computer Research Service $3,568 due to a decrease in activity. 6.23% - Fay. Info Tech Operations $28,756 due to lower than anticipated use and Building Space Cost Allocation $26,293 due to FY 2012 look-back credit. Transfers Out $ 4,986,124.00 11,621.00 $ 5,059,453.01 11,621.00 $ 4,791,235.41 $ 0.00% 268,217.60 5.30% 2,96% - Fay. due to turnover and underfilled positions. 4.85% - Fay. Electrical Service $18,648 and Postage-Standard Mailing due to lower than anticipated use. 13.76% - Fay. Info Tech Operations due to lower than anticipated use. $ 3,225,963.00 $ 3,254,493,20 $ 3,108,105.40 $ 146,387.80 4.50% Department Total Personnel Expenditures Operating Expenditures Internal Support Expenditures Transfers $ 12,601,554.00 $ 12,455,540.00 $ 11,956,056.24 $ 2,450,419.00 2,642,114.75 2,382,755.49 1,780,816.00 2,042,200.65 1,867,014.81 11,621.00 11,621.00 499,483.76 4.01% 259,359.26 9.82% 175,185.84 8,58% $ 16,832,789.00 $ 17,151,476.40 $ 16,217,447.54 $ 934,028.86 5.45% 33 11/27/2012 COUNTY OF OAKLAND FY 2012 YEAR END REPORT EXPENDITURES PROBATE COURT AMOUNT ADOPTED AMENDED FY 2012 FAVORABLE BUDGET 131IDGET ACTUAL (UNFAVORABLE) PERCENT EXPLANATION OF SIGNIFICANT VARIANCES Judicial/Administration Personnel Expenditures $ 2,479,677.00 $ 2,440,455.00 $ 2,334,608.76 $ 105,846.24 4,34% Fay. due to turnover and underfilled positions. Operating Expenditures 43,981.00 43,981.00 22,531.04 21,449.96 48.77% Fay. Visiting Judges $7,344 and Travel and Conference $6,336 due to a reduction in the use of these services and Library Continuations $5,730 due to implemented cost containment measures. Internal Support 292,984.00 292,984.00 268,979.50 24,004.50 - Fay. Building Space Allocation $12,112 due to FY 2012 look-back credit and info Tech Operations $11,081 due to lower than anticipated use. Transfer Out Estates/Mental Health Personnel Expenditures Operating Expenditures internal Support $ 2,816,642.00 $ 2,777,420.00 $ 2,626,119.30 $ 151,300.70 5.45% $ 2,099,283.00 $ 2,051,883.00 $ 1,907,568.80 $ 144,314.20 7.03% Fay. due to turnover and underfilled positions. 685,539.00 747,811.70 769,231,79 (21,420.09) -2.86% Unfav. Medical Services Guardianship ($29,075) and Defense Attorney fees ($27,636) due to a continued high demand for this item; partially offset by Fay. Printing $14,528, Medical Services Probate Exam $12,438 and Fees Guardian Ad Litem $8.459 where demand has not yet occurred. 518,036.00 557,982.24 557,473.61 508.63 0.09% Fav. Building Space Cost Allocation $9,629 due to FY 2012 look-back credit and Equipment Rental $7,946 due to lower than anticipated use; partially offset by Unfav. Info Tech Operations ($17,984) due to higher than anticipated use. $ 3,302,858.00 $ 3,357,676.94 $ 3,234,274.20 $ 123,402.74 3.68% 11/27/2012 34 COUNTY OF OAKLAND FY 2012 YEAR END REPORT EXPENDITURES PROBATE COURT AMOUNT ADOPTED AMENDED FY 2012 FAVORABLE BUDGET BUDGET ACTUAL (UNFAVORABLE) PERCENT EXPLANATION OF SIGNIFICANT VARIANCES Department Total Personnel Expenditures $ 4,578,960.00 $ 4,492,338.00 $ 4,242,177.56 $ 250,160.44 5.57% Operating Expenditures 729,520.00 791,792.70 791,762.83 29.87 0.00% Internal Support 811,020.00 850,966.24 826,453.11 24,513.13 2.88% Transfer Out - - - - $ 6,119,500.00 $ 6,135,096.94 $ 5,860,393.50 $ 274,703.44 4.48% 11/27/2012 35 Internal Support Expenditures Transfers COUNTY OF OAKLAND FY 2012 YEAR END REPORT EXPENDITURES PROSECUTING ATTORNEY AMOUNT ADOPTED AMENDED FY 2012 FAVORABLE BUDGET BUDGET ACTUAL (UNFAVORABLE) PERCENT EXPLANATION OF SIGNIFICANT VARIANCES Administration Personnel Expenditures Operating Expenditures $ 2,354,757.00 $ 2,287,271.00 $ 2,201,364.37 $ 85,906,63 3.76% Favorable due largely to a number of under filled and vacant positions; and positions assigned to this division but actually working across divisional disciplines. A formal reorganization is being considered. 537,850,00 507,928.00 518,571.62 (10,643.62) -2,10% Unfavorable due largely to Extradition Expense, Library Continuations, Printing, Workshops and Meetings, and Office Supplies; partially offset by favorable Expendable Equipment, Computer Research Svc., Expert Witness Fees and Mileage, Training; Travel and Conference, Security Supplies, Metered Postage, and Witness Fees and Mileage. These expense line items are incurred on an as needed basis with variances within acceptable parameters; the overall department is favorable in the controllable operating expense category. 1,798,656.00 1,921,505.67 1,812,175.09 109,330.58 5.69% Net favorable Internal Service charges to budget. 16,338.17 (16,338.17) 0.00% Unfavorable transfers out to the VOCA Grant is offset by overall department favorable transfers. $ 4,691,263.00 $ 4,716,704_67 $ 4,548,449.25 $ 168,255.42 3.57% Litigation Personnel Expenditures $ 9,893,385,00 $ 9,762,837.00 $ 8,908,445.28 $ 854,391.72 8.75% Favorable due largely to a number of under filled and vacant positions; and positions assigned to this division but actually working across divisional disciplines. A formal reorganization is being considered. Operating Expenditures 33,296,00 58,926.00 29,642.27 29,283.73 49,70% Favorable Personal Mileage due to departmental efforts to reduce controllable operating expenses, Internal Support Expenditures Transfers Out 855,589.00 0.00% 1,070,803.00 1,022,332.18 48,470.82 0.00% Favorable transfers out partially offset by unfavorability in the Administration Division. Overall favorability due to lower than budget grant match obligation. $ 10,782,270,00 $ 10,892,566.00 $ 9,960,419.73 $ 932,146.27 8.56% 11/27/2012 36 Operating Expenditures Internal Support Expenditures 8,458,00 4,800.20 8,458.00 7.53% 4.07% 5.65% 3.00% 7.00% COUNTY OF OAKLAND FY 2012 YEAR END REPORT EXPENDITURES PROSECUTING ATTORNEY ADOPTED BUDGET AMENDED BUDGET AMOUNT FY 2012 FAVORABLE ACTUAL (UNFAVORABLE 1 PERCENT EXPLANATION OF SIGNIFICANT VARIANCES Warrants Personnel Expenditures $ 2,316,532.00 $ 2,285,463.00 $ 2,120,488.26 $ 164,974.74 7.22% Favorable due largely to a number of under filled and vacant positions; and positions assigned to this division but actually working across divisional disciplines. A formal reorganization is being considered, 3,199.00 3,199.00 1,968.90 1,230.10 38.45% Favorable Personal Mileage due to departmental efforts to reduce controllable operating expenses. 742.94 (742.94) 0.00% Unfavorable Info Tech Operations in this division, overall department Internal Services are favorable. $ 2,319,731,00 $ 2,288,662.00 $ 2,123,200.10 $ 165,461.90 $ 1,802,519.00 $ 1,778,647.00 $ 1,669,975.91 $ 108,671.09 7.23% 6.11% Favorable due largely to a number of under filled and vacant positions; and positions assigned to this division but actually working across divisional disciplines. A formal reorganization is being considered. Appellate Personnel Expenditures Operating Expenditures Internal Support Expenditures 3,657.80 43.25% 0.00% Favorable Personal Mileage due to departmental efforts to reduce controllable operating expenses. 6.29% $ 1,810,977.00 $ 1,787,105.00 $ 1,674,776,11 $ 112,328.89 Department Personnel Expenditures Operating Expenditures Internal Support Expenditures Transfers Out 1,213,944.18 23,528.01 108,587.64 32,132.65 $ 1,378,192.48 $ 16,367,193.00 $ 16,114,218.00 $ 14,900,273.82 582,803.00 578,511.00 554,982.99 1,798,656.00 1,921,505.67 1,812,918.03 855,589.00 1,070,803.00 1,038,670.35 $ 19,604,241.00 $ 19,685,037.67 $ 18,306,845.19 11/27/2012 37 COUNTY OF OAKLAND FY 2012 YEAR END REPORT EXPENDITURES SHERIFF'S OFFICE AMOUNT ADOPTED AMENDED FY 2012 FAVORABLE BUDGET BUDGET ACTUAL (UNFAVORABLE) PERCENT EXPLANATION OF SIGNIFICANT VARIANCES Sheriffs Office Personnel Expenditures $ 1,738,929.00 $ 1,715,222.00 $ 1,692,243.29 1.34% Favorable due to overtime and lower fringe benefit rates. Operating Expenditures 68,236.00 75,236,00 55,043.13 26.84% Favorable due largely to Office Supplies, Contracted Services, and Provisions, whereas spending by division fluctuates; but overall departmental spending for Controllable Operating Expense is favorable. Internal Support Expenditures 289,722.00 289,722.00 478,312.48 43) -65.09% Unfavorable overall due to fluctuations in charges by division but the overall departmental internal services category was slightly favorable. Transfers 0.00% $ 2,094,887.00 $ 2,080,180.00 $ 2,225,598.90 $ (145,418,90) -6.99% Administrative Services Personnel Expenditures $ 2,028,924.00 $ 2,036,170.00 $ 1,959,110.92 77,01)8 3.78% Favorable due largely to lower fringe benefit rates. Operating Expenditures 1,109,738.00 1,256,882.45 1,335,380.97 -6.25% Unfavorable in commodities largely in deputy supplies of ($298,685); library continuations of ($23,153); partially offset by favorable uniforms of $121,686; office supplies of $33,997; uniform cleaning of $24,330; Printing of $50,494; other expense line items totalling $12,832. Internal Support Expenditures 56,988.00 56,988.00 177,454.67 (120,486,67) -211.39% Unfavorable overall due to fluctuations in charges by division but the overall departmental internal services category was slightly favorable. Transfers 0.00% $ 3,195,650.00 $ 3,350,040.45 $ 3,471,946.56 $ (1:-...1.:742.1.) -3.64% Corrective Services Personnel Expenditures 36,273,686.00 $ 34,051,069.00 $ 34,313,705.94 1)4) -0.77% Unfav. due to increased usage of overtime ($2,248,923) at the main jail, related to the high number of vacant positions at the Main Jail; partially offset by favorable salaries of $1,423,621 due to vacancies and turnover. Addition favorability from lower fringe benefit rates, largely in Hospitalization $562,665. Operating Expenditures 7,533,154.00 8,308,005.63 7,595,139.84 712865,79 8.58% Fay. due to slow start of the Jail Clinic contract $563,182 and reduced usage of culinary supplies, groceries and provisions of $331,832; paritally offset by unfav. Medical Exams, Hospitalization of Prisoners, and Professional Services, ($182,148) at the main jail. The Jail is incurring increased cost for Hospitalization of Prisoners, and Professional Services due to increasing numbers of inmates with medical and mental conditions requiring hospitalization and professional treatment. Internal Support Expenditures 7,473,520.00 8,047,010.97 7,394,558.13 652,452.34 8.11% Unfavorable overall due to fluctuations in charges by division but the overall departmental internal services category was slightly favorable. Transfers 0.00% $ 51,280,360.00 $ 50,406,085.60 $ 49,303,403.91 $ i.69 2.19% 11/27/2012 6,347,489.07 $ 1,020,999,90 167,512.89 30,750.00 30,750.00 119,758.01 997,602.00 1,001,494.36 1,007,224.49 (5,73(813) Internal Support Expenditures 4,891,270.00 5,151,323.94 0,00% Transfers 11/27/2012 39 COUNTY OF OAKLAND FY 2012 YEAR END REPORT EXPENDITURES SHERIFF'S OFFICE ADOPTED AMENDED FY 2012 BUDGET BUDGET ACTUAL AMOUNT FAVORABLE (UNFAVORABLE) PERCENT EXPLANATION OF SIGNIFICANT VARIANCES Corrective Services-Satellites Personnel Expenditures $ 11,509,309.00 $ 11,328,814.00 $ 12,529,893.70 ':. Operating Expenditures Internal Support Expenditures Transfers $ 12,537,661.00 $ 12,361,058.36 $ 13,666,876.20 $ Emergency Response and Preparedness Personnel Expenditures $ 7,010,185.00 $ 6,833,609.00 $ Operating Expenditures 1,269,950.00 1,347,807.00 Internal Support Expenditures 164,118.00 Transfers -10.60% Unfav, due to increased usage of overtime at the Satellites Facilities ($935,880); caused by Hospital Watch, vacant positions, prisoner transport, employee sick and other leaves, and East Annex security; and unfav, fringe benefits of ($344,302) related to overtime fringes for Retirement, Hospitalization, Workers Compensation, and FICA benefits, Partially offset by favorable salaries of $79,102 due to vacancies. -289.46% Unfav due to expenses charged to the Satellite Jail (e.g. laundry and cleaning, custodial supplies, and office supplies) but are budgeted in the Main Jail. -0.57% Unfavorable overall due to fluctuations in charges by division but the overall departmental internal services budgets broke even GT were slightly favorable. 0.00% (1 2.,35 817 84) -10.48% 7.11% Favorable due to turnover, overtime and lower fringe benefit rates. 24.25% Favorable Fees Civil Service of $273,177, Employee Medical Exams of $64,577, Software Support Maintenance of $78,357, and Officer Supplies of $7,870; partially offset by unfavorable Officer Training of ($43,907) Equipment Mainenance of ($53,265). -2.07% Unfavorable overall due to fluctuations in charges by division but the overall departmental internal services category was slightly favorable. 0.00% 164,118.00 $ 8,444,253.00 $ 8,345,534.00 $ 7,536,001.86 $ 408 532.14 9.70% Patrol Services Personnel Expenditures Operating Expenditures $46,712,695 $ 45,849,457.00 $ 43,163,487.00 S 574,196.00 1,031,752.00 818,954.34 5,632,130.10 15) 5.86% Favorable due to turnover, overtime and lower fringe benefit rates. 20.62% Favorable Deputy Supplies, Expendable Equipment, Uniforms and Boats of $323,230; partially offset by unfavorable Equipment Maintenance of ($94,142) and office supplies of ($16,291). -9,33% Unfavorable overall due to fluctuations in charges by division but the overall departmental internal services category was slightly favorable. 4.65% $ 52,178,161.00 $ 52,932,532.94 $ 49,614,571.44 $ 2,41 11/27/2012 40 COUNTY OF OAKLAND FY 2012 YEAR END REPORT EXPENDITURES SHERIFF'S OFFICE ADOPTED BUDGET AMENDED BUDGET FY 2012 ACTUAL AMOUNT FAVORABLE (UNFAVORABLE) PERCENT EXPLANATION OF SIGNIFICANT VARIANCES Investigative/Forensic Svcs Personnel Expenditures Operating Expenditures Internal Support Expenditures Transfers $ 7,937,554.00 $ 7,807,463.00 $ 7,479,952.94 $ 327 5,1 S. 1,070,528.00 1,057,000.12 810,420.69 2,029,748,32 1,883,079.83 334,086.00 711,673.00 4.19% Favorable due to lower fringe benefit rates. 23.33% Favorable largely in Drug Testing, Contracted Services of $95,980; Evidence Fund NET $44,883; Travel and Conference $10,000; Software Support Maintenance $17,903; Extradition Expense of $10,006; Equipment Rental $12,000; Drug Testing $34,392 Expendable Equipment $17,500, Forensic Lab Enhancement $41,809; and Fingerprint Supplies of $10,000; partially offset by office Supplies of ($17,384); Officer Training of ($9,195) and Professional Services ($21,315). 7.23% Unfavorable overall due to fluctuations in charges by division but the overall departmental internal services category was slightly favorable. 1.47% Favorable due to lower than budget grant match obligation, 2,029,710.00 • 701,178.71 $ 11,371,878.00 $ 11,605,884.44 $ 10,874,632.17 $ 7;1' - 7 6.30% Department Total Personnel Expenditures Operating Expenditures Internal Support Expenditures Transfer Out $ 113,211,282.00 11,654,552.00 15,902,930.00 334,086.00 $ 109,621,804.00 13,107,433.20 16,740,405.59 711,673.00 $ 107,485,882.86 $ 2,1 .14 1.95% 11,755,696.88 10.31% 16,740,272.59 13 0.00% 701,178.71 10,494.29 0.00% $ 141,102,850.00 $ 140,181,315.79 $ 136,683,031.04 $ 3,498,284.75 2.50% 783,253.00 $ 733,495.49 $ 49,757.51 94,637.00 94,641.94 (4.94) 128,785.00 107,102.92 21,682.08 Administration Personnel Expenditures Operating Expenditures Internal Support Expenditures $ 790,359.00 $ 91,137.00 116,073.00 6.35% -0.01% 16.84% Fay. Due to turnover. Transfers Fay. Building Space Allocation $1,905 due to FY 2012 look- back credit. Also fay., Convenience Copier $2,850. Telephone Communications $7,385 and Maintenance Department Charges $9,148 due to less than anticipated use. 0.00% 997,569.00 $ 1,006,675.00 $ 935,240.35 $ 71,434.65 7.10% Operating Expenditures Internal Support Expenditures Transfers 629,096.00 725,135.67 309,342.00 292,198.60 208,098.59 84,100.01 667,471.41 57,664.26 COUNTY OF OAKLAND FY 2012 YEAR END REPORT EXPENDITURES CLERKIREGISTER OF DEEDS ADOPTED BUDGET AMENDED BUDGET FY 2012 ACTUAL AMOUNT FAVORABLE (UNFAVORABLE) PERCENT EXPLANATION OF SIGNIFICANT VARIANCES County Clerk (Vital Stets & Legal Rec's) Personnel Expenditures $ 3,570,503.00 $ 3,487,506.00 $ 3,054,307.38 $ 433,198.62 12.42% Fay. Due to under-filled and vacant postions. Also, reduction in hospitalization rate offset by unfav. Disability due to change in short/long term disability charges effective May 2012; now charged as part of Fringe rate. 28.78% Fay. Due to Court Transcripts $43,758 as prosecutors are ordering less transcripts in duplicates, Professional Services $38,145 and Printing $9,442 due to less activity. Partially offset by unfav. Equipment ($16,282) due to purchases of digital identification equipment. 7.95% Fav. Building Space Allocation $19,110 due to FY 2012 look- back credit. After second quarter of FY 2012, Info Tech Imaging Operations merged into Info Tech Operations; which resulted in net favorability of $40,298. Partially offset by Unfav. Telephone Communications ($1,677) due to higher than anticipated use. 0.00% $ 4,508,941.00 $ 4,504,840.27 $ 3,929,877.38 $ 574,962.89 12.76% 11/27/2012 41 Internal Support Expenditures 260,600.00 253,458.72 252,922.00 0.00% Transfers Operating Expenditures 340,600.00 340,600.00 $ 226,862.41 113,737.59 COUNTY OF OAKLAND FY 2012 YEAR END REPORT EXPENDITURES CLERK/REG1STER OF DEEDS ADOPTED AMENDED BUDGET BUDGET FY 2012 ACTUAL AMOUNT FAVORABLE (UNFAVORABLE) PERCENT EXPLANATION OF SIGNIFICANT VARIANCES Elections Personnel Expenditures Operating Expenditures $ 744,588.00 $ 732,566.00 $ 734,402.80 $ (1,836.80) 1,073,890 97 (213,362.97) -0.25% Unfav. Salaries ($10,341) due to overtime for redistricting and preparation of November Elections and special election for Congress. Partially offset by fay. fringe benefits S8,504. -24,79% Unfav. Fees-Per Diem ($8,645) and Professional Services ($43,197) due to additional expenditures from the February Presidential Primary of which is offset with revenue favorability. In addition, the unfavorability is due to the preparation of the November Election as well as the special election for Congress. Also unfav., Adjustment to Prior Years Exp ($144,460) due to FY 2009 expenditures of election software being charged to Automation Fund in error (journal entry was made correcting the classification) and Election Supplies ($20,349) due to increased activity. Partially offset by Metered Postage $3,183 and Printing $1,202 due to less anticipated use. 787,878.00 860,528.00 7,141.28 2.74% Fay. Building Space Allocation $13,008 due to FY 2012 look- back credit, partially offset by unfav. Telephone Communication ($3,734), Convienence Copier ($1,541) and Info Tech Operations ($591) due to higher than anticipated use, $ 1,785,388.00 $ 1,853,694.00 $ 2,061,752.49 $ (208,058.49) -11.22% Register of Deeds (and Micrographics) Personnel Expenditures $ 3,156,803.00 $ 3,082,368.00 $ 2,726,265.48 $ 356,102.52 11.55% Fav. Due to under-filled and vacant postions. Also, reduction in hospitalization rate offset by unfav. Disability due to change in short/long term disability charges effective May 2012; now charged as part of Fringe rate. 33.39% Fay. Professional Services $135,672 as charges for Land Records Management are now charged to the Automation Fund, #21160. Also fay. Office Supplies $10,061 due to less anticipated use. Partially offset by unfav. Adj Prior Years Exp ($16,542) due to transferring some of prior year's expenditures from the Remonumentation Grant to the General Fund. Also unfav, Micrographic's Material and Supplies ($25,779) due to increased costs, 11/27/2012 42 Internal Support Expenditures ADOPTED BUDGET 404,606.00 405,867.41 $ 215,541.00 190,326.41 AMOUNT FY 2012 FAVORABLE ACTUAL (UNFAVORABLE) PERCENT EXPLANATION OF SIGNIFICANT VARIANCES Transfers $ 3,902,009.00 $ 3,828,835.41 $ 3,168,668.89 $ 660,166.52 Jury Commission Personnel Expenditures Operating Expenditures $ 23,315.00 $ 23,315.00 $ 67,776.00 67,776.00 16,689.58 $ 51,802.72 6,625.42 15,973.28 Internal Support Expenditures 33,947.00 34,439.13 32,540.37 1,898.76 $ 8,109,008.00 1,655,739.60 1,554,827.21 $ 7,265,160.73 $ 1,655,296.63 $ 1,276,114.42 $ 843,847.27 442.97 278,712.79 COUNTY OF OAKLAND FY 2012 YEAR END REPORT EXPENDITURES CLERK/REGISTER OF DEEDS AMENDED BUDGET 46.89% Fay. Building Space Allocation $13,930 due to FY 2012 look- back credit. Also fav. IT Operations $168,020, actual expenditures were moved to the Automation Fund. #21160.The expenditures were incurred to increase the efficiency of on-line activity. Also, favorable Equipment Rental $6,065 due to less than anticipated use. 0.00% 17.24% Fay. Due to turnover. 23.57% Fay. Printing $3,375 and Metered Postage $12,347 due to less than anticipated use. 5.51% Fay. Building Space Allocation $1,766 due to FY 2012 look- back credit. 28.42% $ 125,038.00 $ 125,530.13 $ 101,032.67 $ 24,497.46 19.52% Department Total Personnel Expenditures $ 8,285,568.00 Operating Expenditures 1,596,733.00 Internal Support Expenditures 1,436,644.00 Transfers - 10.41% 0.03% 17.93% 0.00% 9.92% $11,318,945.00 $ 11,319,574.81 $ 10,196,571.78 $ 1,123,003.03 11/2712012 43 COUNTY OF OAKLAND FY 2012 YEAR END REPORT EXPENDITURES COUNTY TREASURER AMOUNT ADOPTED AMENDED FY 2012 FAVORABLE BUDGET BUDGET ACTUAL (UNFAVORABLE) PERCENT EXPLANATION OF SIGNIFICANT VARIANCES 5,430.87 0.18% - Fay. Due to under-filled positions. Administration Personnel Expenditures Operating Expenditures $ 3,098,789.00 $ 3,037,520,00 $ 3,032,089.13 $ 3,871,640.00 4,615,249.12 4,371,282.08 243,967.04 5.29% - Fav. Contracted Services $292,607, Layout and Staking $53,437, Mail Handling-Postage Svc $153,000 and Title Search $156,200 due to less than anticipated use. Partially offset by unfav. Fees Civil Service ($180,082) and Foreclosure Notification ($95,451) due to increased activities prior to August Auction. Also includes, unfav. Advert sing ($69,867), Printing ($16,176), Recording Fee-Forfeiture Cert ($30,655) offset by favorable revenue and Recording Fee-Redemption Cert. ($23,677) offset by projected favorable revenue, Recording Fees ($15,945) and Register of Deeds ($12,853) due to increased activity. Internal Support Expenditures 556,804.00 989,482.89 920,421.39 69,061.50 6.98% - Fay. Building Space Allocation $10,505 due to FY 2012 look- back credit, Info Tech Operations $59,494 due to actual expenditures lower than budget; budget allocation based on historical trends. Partially offset by unfav. Convenience Copier ($2,460) due to higher than anticipated use. Fay. Due to less anticipated use. Transfers Out 120,000.00 120,000.00 90,645.32 29,354.68 Division Total $ 7,647,233.00 $ 8,762,252.01 $ 8,414,437.92 $ 347,814.09 3.97% Department Total $ 7,647,233.00 $ 8,762,252.01 $ 8,414,437.92 $ 347,814.09 3.97% 11/27/2012 44 COUNTY OF OAKLANLI FY 2012 YEAR END REPORT EXPENDITURES BOARD OF COMMISSIONERS ADOPTED AMENDED BUDGET BUDGET $2,423,637.00 $2,376,017.00 $2,239,651.45 $ 136.365.55 430,368.00 466,799.50 $ 353,006.11 209,642.00 245,523.84 $ 230,081.27 AMOUNT FY 2012 FAVORABLE ACTUAL (UNFAVORABLE;PERCENT Administration Personnel Expenditures Operating Expenditures Internal Support Expenditures $3,063,647.00 $3,088,340.34 EXPLANATION OF SIGNIFICANT VARIANCES 5.74% - Fav. Due to turnover and reduction in hospitalization rate offset by unfav Disability due to change in short/long term disability charges effective May 2012; now charged as part of Fringe rate. 113,793.39 24.38% - Fay. Travel and Conference $20,376 and Personal Mileage $4,864 due to reduced travel, Workshops and Meetings $23,838 due to reduced demand, Printing $8,346. Legal Services $8,000, Legislative Expense $8,000 and Professional Services $5,800 due to less than anticipated use. Also favorable is Public Information $39,480; based on third quarter budget amendment for Webcasting. A carry forward has been requested for FY 2013. Partially offset by unfav. Publication of legal notices-Detroit Institute of Arts ($13.896). 15,442.57 6.29% - Fay. Building Space Allocation $9,092 due to FY 2012 look-back credit. Also, fay. IT Operations $8,080 due to actual expenditures lower than budget; budget allocation based on historical trends. Partially offset by untav. Convenience Copier ($2,567) due to higher than anticipated use. $2,622,738.83 $ 265,601.51 8.60% Department Total Personnel Expenditures Operating Expenditures Internal Support Expenditures $2,423,637.00 $2,376,017.00 430,368.00 466,799.50 209,642.00 245,523.84 $3,063,647.00 $3,088,340.34 $2,239,651.45 $ 353,006.11 230,081.27 136,365.55 5.74% 113,793,39 24.38% 15,442.57 6.29% $2,822,738.83 $ 265,601.51 8,60% 11/2712012 45 COUNTY OF OAKLAND FY 2012 YEAR END REPORT EXPENDITURES LIBRARY BOARD ADOPTED AMENDED BUDGET BUDGET AMOUNT FY 2012 FAVORABLE ACTUAL (UNFAVORABLE) PERCENT EXPLANATION OF SIGNIFICANT VARIANCES Library Board Personnel Expenditures $ 709,237.00 $ 697,832.00 $ 672,119.92 $ 25,712.08 3.68% Fay. Due to turnover. Operating Expenditures Internal Support Expenditures Transfers 249,092.00 249,092.00 284,866.77 (35,774.77) 507,340.00 509,204.56 456,436.93 -14.36% Unfav. Computer Research Service ($11,761) due to increased cost of using new version of database; the older database was discontinued. Also unfav., Library Continuations ($8,851) as the materials are continuously updated due changes in the laws and court decisions. In addition, the unfavorability is due to an annual increase in the cost to provide the updates. Unfav. Contracted Services ($30,000) due to prepayment of Rochester Hills Library invoice for LVPI Services for FY 2013. Offset by fay. Binding $2,130 and Special Projects $1,266 due to less than anticipated use, Software Support Maintenance $3,565, Periodicals Books Publ $1,248, Workshops and Meeting $1,135 and Office Supplies $4,080 due to effort to contain costs. 10.36% Fay. Building Space Allocation $22,816 due to FY 2012 look- back credit, IT Operations $29,788 due to actual expenditures lower than budget; budget allocation based on historical trends. 52,767.63 $1,465,669.00 $1,456,128.56 $1,413,423.62 $ 42,704.94 2.93% Department Total Personnel Expenditures Operating Expenditures Internal Support Expenditures Transfers $ 709,237.00 $ 697,832.00 $ 672,119,92 $ 249,092.00 249,092,00 284,866.77 507,340.00 509,204.56 456,436.93 25,712.08 3.68% (35,774.77) -14.36% 52,767.63 10.36% $1,465,669.00 $1,456,128.56 $1,413,423.62 $ 42,704.94 2.93% 11/27/2012 46 Water Resource Commissioner Personnel Expenditures $ 3,393,824.00 $ 898,810.00 $ 897,549.03 $ COUNTY OF OAKLAND FY 2012 YEAR END REPORT EXPENDITURES WATER RESOURCES COMMISSIONER AMOUNT ADOPTED AMENDED FY 2012 FAVORABLE BUDGET BUDGET ACTUAL (UNFAVORABLE) PERCENT EXPLANATION OF SIGNIFICANT VARIANCES ..-------- --------- -- ------------ ----------_____------- ------ --- — 1,260.97 0,14% Fay - Salaries, Overtime, Fringes $1,261 due to the changes made to implement the Collaborative Asset Management System CAMS. The CAMS implementation changes how Time and Labor Distribution is entered for Payroll purposes. Effective 12103/2011, all WRC employees are paid from the Drain Equipment Fund and CAMS will track the detail labor by system/fund and charge the various system funds for payroll expenses through the Drain Fouioment Labor account. Operating Expenditures 487,975,00 308,238.54 229,310,68 78,927.86 25.61% Unfav - Communications ($791) clue to an increase use in Genesys audio video meeting conferences. Fay - Contracted Services $1,597 due to decreased spending on Soil Erosion corrective action issues. Fay - Education Programs $9,863 due to reduced spending for Soil Erosion education programs to inform the public on the usage of soil erosion products. Fav - Equipment Rental $2,577 a decrease in specialty equipment needed for projects that don't pertain to any assignable drain, lake, water or sewer system. Fav - Laboratory Fees $2,000 because Environmental Unit was able to charge water samples directly to various funds. Fay - Laundry and Cleaning $3,500 due to Unifirst invoices being booked to Commodities account Uniforms. Fay - Legal Services $12,413 a result of Soil Erosion unit spending less on legal issues to enforce the laws of the soil erosion program. Fay - Professional Services $6,362 due to less spending on these services related to soil erosion and environmental issues. Fav - Publishing Legal Notices $3,000 a result of a decrease in the work that requires public notice ads. Unfav - Stream Gauge Program ($7,284) a result of a previous years bill being paid in FY 2012. Fay - Training $4,950 based on less spending for ISO and hazardous material training. Fay - Travel and Conference $10,174 and Workshops & Meeting $2,060 based on required needs to maintain knowledge of drain and water Fay - Expendable Equipment Expense $5,506 because forecasted budget exceeded actual spending needs on these items. Fav - Training-Education Supplies $8,265 based on Environmental Unit spending less on education materials to train the public on environmental issues. Unfav - Uniforms ($7,265) due to Unifirst invoices from Contracted Services account Laundry and Cleaning being booked to this account. Fay - Printing $10,680, Employee Footwear $2,411, Metered Postage $4,829, Office Supplies $1,796 and Paper (printing) $7,000 based on actual usage. Unfav - Membership Dues ($2,942) and Materials and Supplies ($3,553) based on actual need. 11/27/2012 47 Internal Support Expenditures 1,127,984,00 4,274,067.46 4,273,608.89 458.57 0.01% COUNTY OF OAKLAND FY 2012 YEAR END REPORT EXPENDITURES WATER RESOURCES COMMISSIONER AMOUNT ADOPTED AMENDED FY 2012 FAVORABLE BUDGET BUDGET ACTUAL {UNFAVORABLE) PERCENT ........ EXPLANATION OF SIGNIFICANT VARIANCES Fay - Building Space Cost Allocation $38,221 due to FY 2012 look-back credit. Fav - Drain Equipment Labor - $1,758 due to a Budget Amendment included in Year End report to increase this line item and was offset by revenue and expense favorability in the Water Resources Commissioner General Fund. Unfav Info Tech Operations ($53,360) due to the CAMS maintenance charge, some of the expenses will be offset in Reimbursement General Revenue. Unfav - Insurance Fund ($1,008) due loan increase in the number of random drug tests. Fav - Convenience Copier $6,639, Drain Equipment $2,018 and Telephone Communications $6,199 a result of the budget allocation being over estimated. Transfers 56,165.00 56,165.00 46,169.00 9,996.00 17.80% Fay - Operating Transfers Out $4,568 is offset in the Drain Equipment line item for the Chapter 4 & 18 drain payment of principal and interest on the drain storage building and $5,428 utilized for Construction Drain Maintenance Unit Division Total $ 5,065,948.00 $ 5,537,281.00 $ 5,446,637.60 $ 90,643.40 1.64% Department Total $ 5,065,948.00 $ 5,537,281.00 $ 5,446,637.60 $ 90,643.40 1.64% 11/27/2012 48 Controllable Operating 282,944.00 282,944.00 210,668.84 32,467,00 71,006.00 FY 2012 ACTUAL ADOPTED BUDGET AMENDED BUDGET COUNTY OF OAKLAND FY 2012 YEAR END REPORT EXPENDITURES COUNTY EXECUTIVE AMOUNT FAVORABLE (UNFAVORABLE) PERCENT EXPLANATION OF SIGNIFICANT VARIANCES 17,059.93 Administration Controllable Personnel $ 2,161,428.00 $ 2,133,959.00 $ 2,116,899,07 $ 0.80% - Favorable due to turnover. 72,275.16 25.54% - Fay Printing $32,179 due to fewer anticipated printing projects. Fay Prof Services $23,518, Special Projects $5,747, and Metered Postage $5,773 due to efforts to contain costs. 378,912.00 389,433.71 Internal Support Expenditures Transfer Out 362,317.25 27,116.46 6.96% - Fay Building Space Cost Allocation $13,110 due to FY 2012 look-back credit. Fav Convenience Copier $7,091 and info Tech Ops $10,031. 4.15% $ 2.823,284.00 $ 2,806,336.71 $ 2,689,885,16 $ 116,451.55 486,588.13 $ 4,475.17 71,066.73 Auditing Controllable Personnel Controllable Operating Internal Support Expenditures Transfer Out $ 489,903.00 $ 482,882.00 $ 32,467.00 74,788.00 $ 593,376.00 $ 590,137.00 $ (3,706.13) -0.77% - Unfavorable due to PTNE budgeted at one year step and Ned at five year step. 27,991.83 86.22% - Fay Prof Services due to less need for external audit assistance than originally anticipated, 3,721,27 4.98% - Fav Building Space Cost Allocation due to FY 2012 look-back credit. 562,130.03 $ 28,006.97 4.75% 61,113.58 Corporation Counsel Controllable Personnel $ 2,093,839.00 $ 2,073,325.00 $ 2,012,211.42 $ 2.95% - Favorable due to underfilliturnover. Controllable Operating Internal Support Expenditures Transfer Out 18,934.90 32.02% - Fav Computer Research $5,247. Personal Mileage $3,013, Prof Services $1,500,Travel and Conference $1,970, and Office Suppl ies $1,910 due to efforts to contain costs_ 201,732.00 205,827.37 196,956.02 8,871.35 4.31% - Fav Building Space Cost Allocation $6,957 due to FY 2012 look-back credit and fav Info Tech Ops $3,058 partially offset by Telephone Communications ($1,435). 59,133.00 59,133.00 40,198.10 5 2,354,704.00 $ 2,338,285.37 $ 2,249,366.54 $ 88,919.83 3.80% Department Total Controllable Personnel Controllable Operating Internal Support Expenditures Transfers Out •$ 4,745,170.00 $ 4,690,166.00 $ 374,644.00 374,544.00 651,650.00 670,049.08 4,615,698.62 $ 74,467.38 1.59% 255,342.11 119,201.89 31.83% 630,340.00 39,709,08 5.93% $ 5,771,364,00 $ 5,734,759.08 $ 5,501,380.73 $ 233,378 35 4.07% 11/27/2012 49 138,363.20 130,389 02 Internal Support Expenditures 138,064.00 Transfers 7,974.18 5.76% Fav Building Space Cost Allocation $5,146 due to FY 2012 look-back credit and fav Convenience Copier $1.953. COUNTY OF OAKLAND FY 2012 YEAR END REPORT EXPENDITURES MANAGEMENT AND BUDGET AMOUNT ADOPTED AMENDED FY 2012 FAVORABLE BUDGET BUDGET ACTUAL (UNFAVORABLE) PERCENT EXPLANATION OF SIGNIFICANT VARIANCES — - Administration Personnel Expenditures $ 221,676.00 $ 219,002.00 $ 221,763,93 $ (2,761.93) -1.26% Unfav due to Retirement ($1,366) and Medical ($764) admin rates higher than budget, Unfav Disability ($731) due to change in short/long term disability charges effective May 2012; now charged as part of Fringe rate. Operating Expenditures 4,017.00 4,017.00 4,001.78 $ 15.22 0.38% Internal Support Expenditures 11,008.00 11,008.00 10,295.32 $ 712.68 6.47% Fav Building Space Cost Allocation due to FY 2012 look-back credit. $ 236,701.00 $ 234,027.00 $ 236,061 03 $ (2,034.03) -0.87% Purchasing Personnel Expenditures $ 1,148,698.00 $ 1,128,347.00 1,029,377 25 $ 98,969.75 8.77% Favorable due to underfill/turnover. Operating Expenditures 16,785,00 16,785.00 5,989.10 10,795.90 64.32% Fav Travel and Conference $4,628 due to restrictions on travel. Fav Expendable Equipment $2,290. Metered Postage $1,061, and Office Supplies $1,810 due to efforts to contain costs. Equalization Personnel Expenditures $ 1,303,547.00 $ 1,283,495.20 $ 1,165,755.37 $ 117,739.83 9.17% $ 8,393,823.00 $ 8,237,011.00 $ 7,462,804 91 $ 774,206.09 9.40% Favorable due to underfill/turnover. Operating Expenditures 431,404.00 431,404.00 305,810.86 125,593.14 29.11% Fay Travel and Conference $8,560 due to restrictions on travel. Fay Personal Mileage $36,286, Printing $19,651, Prof Services $39,750 and Metered Postage $13,905 due to efforts to contain costs. Internal Support Expenditures 1,000,201.00 1,315,802.43 1,123,152.16 192,650.27 14.64% Fay Building Space Cost Allocation $11,689 due to FY 2012 look- back credit. Fav IT Operations $173,993 based on usage and Telephone Communications $5,212. Transfers - 000% $9,825,428.00 $9,984,217.43 $ 8,891,767.93 $ 1,092,449.50 10.94% 11/27/2012 50 COUNTY OF OAKLAND FY 212 YEAR END REPORT EXPENDITURES MANAGEMENT AND BUDGET AMOUNT ADOPTED AMENDED FY 2012 FAVORABLE BUDGET BUDGET ACTUAL (UNFAVORABLE) PERCENT EXPLANATION OF SIGNIFiCANT VARIANCES Fiscal Services Personnel Expenditures $ 8,071,971,00 $ 7,918,673.00 $ 7,109,970.93 $ 808,702.07 10.21% Favorable due to underfilliturnover. 368,371,67 1,384,012.28 Operating Expenditures internal Support Expenditures Transfers 391,339,00 391,339.00 1,267,377.00 1,542,721.50 22,967.33 5.87% Fav Printing $20,028, Training Related $4,817, Expendable Equip $7,000, Metered Postage $13,216 due to efforts to contain costs. Fay is partially offset by Charge Card Fee ($5,544) and Prof Serv ($17,412). 158,709.22 10.29% Fav Building Space Cost Allocation $24,405 due to FY 2012 look back credit and fay IT Operations $132,737 based on usage. 0.00% $ 9,730,687.00 $ 9,852,733.50 $ 8,862,354.88 $ 990,378.62 10.05% $ 15,823,917.02 $ 684,173.41 2,647,848.78 Department Total Personnel Expenditures Operating Expenditures Internal Support Expenditures Transfers $ 17,836,168.00 $ 17,503,033.00 843,545.00 843,545.00 2,416,650.00 3,007,895.13 1,679,115.98 159,371.59 360,046,35 9,59% 18.89% 11.97% 0.00% $ 21,096,363.00 $ 21,354,473.13 $ 19,155,939.21 $ 2,198,533.92 10,30% 11/27/2012 51 Administrative Personnel Expenditures Operating Expenditures Internal Support Expenditures Transfers Support Services Personnel Expenditures Operating Expenditures Internal Support Expenditures Transfers COUNTY OF OAKLAND FY 2012 YEAR END REPORT EXPENDITURES CENTRAL SERVICES AMOUNT ADOPTED AMENDED FY 2012 FAVORABLE BUDGET BUDGET ACTUAL (UNFAVORABLE) PERCENT EXPLANATION OF SIGNIFICANT VARIANCES ,-------- $ 214,937.00 $ 213,012.00 $ 216,268.56 $ (3,256.56) -1.53% Unfav. due to increase in retirement ($1,429), hospitalization ($419), and per diem ($583); increase in disability insurance (5731) due to change in short/long term disability charges effective May 2012: now charged as part of Fringe rate. 3,098.00 3,098.00 $ 1,117.61 1,980.39 63.92% Fav. due to saving in travel and conference $2,405, offset by unfav. ($315) in membership due. 13,558.00 13,920.00 $ 12,348.98 1,571.02 11.29% Fay, reduced spending in motor pool leased vehicle and fuel charge $987; reduction in building space cost allocation $302 due to FY2012 look-back credit. $ 231,593.00 $ 230,030.00 $ 229,735.15 $ 294.85 0.13% $ 1,173,572,00 $ 1,148,612.00 $ 1,089,953.14 $ 58,658.86 5.11% Fay. due to FTE position filled with PINE, decrease in overtime, retirement medical costs less than expected, and reduction in hospitalization rates; offset by unfav disability due to change in short/long term disability charges effective May 2012; now charged as part of Fringe rate. 493,083.00 501,264.00 $ 405,161.27 96,102.73 19.17% Fay. mail handling-postage $93,875, metered postage $17,650, and copy charge $4,130 due to lost CVT business, offset by unfav. standard mail revenue, metered postage revenue, and printing revenue. Fay, reduced spending in equipment maintenance $11,867, and office supplies $7,854; reduction in expendable equipment $5,499, offset by unfav. equipment expenditure ($9,743). Unfav, increase in paper printing ($29,337) and Printing Supplies ($5,834) - sale of most of printshop inventory due to printing business being outsourced to Oakland Schools. 751,929.00 783,697,43 $ 734,924.82 48,772.61 6.22% Fav. reduction in building space cost allocation $43,002 due to FY2012 look-back credit. 0.00% $ 2,418,584.00 $ 2,433,573.43 $ 2,230,039.23 $ 203,534.20 8.36% Department Total Personnel Expenditures $ 1,388,509,00 $ 1,361,624.00 $ 1,306,221.70 $ 55,402.30 4.07% Operating Expenditures 496,181.00 504,362.00 406,278.88 98,083.12 19.45% Internal Support Expenditures 765,487,00 797,617.43 747,273.80 50,343 63 6.31% Transfers - ,, - 0.00% 11/27/2012 $ 2,650,177.00 $ 2,663,603.43 $ 2,459,774.38 $ &829.05 7.65% Internal Support Expenditures 28,832.00 Operating Expenditures 86,482.00 158,210.50 161,462.73 COUNTY OF OAKLAND FY 2012 YEAR END REPORT EXPENDITURES FACILITIES MANAGEMENT ADOPTED AMENDED FY 2012 BUDGET BUDGET ACTUAL ------- ----- ---------- . AMOUNT FAVORABLE (UNFAVORABLE) PERCENT EXPLANATION OF SIGNIFICANT VARIANCES Administration Personnel Expenditures $ 238,460.00 $ 235,927.00 $ 226,006.98 $ 9,920.02 4.20% - Turnover Operating Expenditures 5,764.00 5,764.00 1,924.19 3,839.81 66.62% - Fay. Travel & Conference, Printing, and Personal Mileage based on actual usage. 28,832.00 18,243.00 10,589.00 36.73% - Fav. IT Operations $8,158 based on required usage and fay. Telephone Communications $1,895 reflecting charges made to the FM&O Fund. $ 273,056.00 $ 270,523.00 $ Facilities Engineering Personnel Expenditures $ 847,916.00 $ 833,103.00 $ 246,174.17 $ 24,348.83 9.00% 671,791.07 $ 161,311.93 19.36% - Fay. due to turnover and staff time charged to projects for engineering services. (3,252.23) -2.06% Unfav. Software Support Maintenance ($6,505) for purchase of Autocad software; partially offset by fay. Professional Services $4,376 for preliminary project activity. Internal Support Expenditures 59,668.00 64,565.51 $ 994,066.00 $ 1,055,879.01 $ 61,730.59 894,984.39 $ 160,894.62 4.39% - Fay. Building Space Cost Allocation $2,042 due to FY 2012 look-back credit and fay. Telephone Communications $810 based on lower project activity. 15.24% 2,834.92 Department Total Personnel Expenditures Operating Expenditures Internal Support Expenditures $1,086,376.00 92,246,00 88,500.00 $ 1,069,030.00 163,974.50 93,397.51 $ 897,798.05 $ 171,231.95 163,386.92 587.58 79,973.59 13,423.92 16.02% 0.36% 14.37% $ 1,267,122.00 $ 1,326,402.01 $ 1,141,158.56 $ 185,243.45 13.97% 11127/2012 53 29,232.00 26,021.72 8.17% 273,749.36 134,621.03 1,745.09 9.95% 23.25% 0.23% COUNTY OF OAKLAND FY 2012 YEAR END REPORT EXPENDITURES HUMAN RESOURCES ADOPTED BUDGET AMENDED BUDGET FY 2012 ACTUAL AMOUNT FAVORABLE (UNFAVORABLE)PERCENT EXPLANATION OF SIGNIFICANT VARIANCES 206,173.15 Administration Personnel Expenditures $ 781,126.00 $ 769,442.00 $ 563,268.85 $ 26.80% Favorable due to unfilled positions/vacancies. Operating Expenditures 290,122.00 363,122.00 289,898.62 $ 73,223.38 20.16% Favorable Fees -Per Diem $11,370, Legal Services $24,109, Membership Dues $6,153, Professional Services $23,938, Travel and Conference $5,456 due to efforts to reduce spending. Internal Support Expenditures Transfer Out 36,759.81 34,458.84 $ 2,300.97 6.26% Fav Building Space Cost Allocation due to FY 2012 look-back credit. $ 1,100,480.00 $ 1,169,323.81 $ 887,626.31 $ 281,697.50 24.09% Workforce Management Personnel Expenditures $ 1,841,948 00 $ 1,810,562.00 $1,749,478.36 $ 61,083.64 3.37% Favorable due to unfilled positions/vacancies. Operating Expenditures Internal Support Expenditures Transfer Out Benefits Administration Personnel Expenditures 198,795.00 148,229,60 $ 50,565.40 25.44% 605,802.30 615,055.08 $ (9,252.78) -1.53% $ 2,551,655.00 $ 2,615,159.30 $2,512,763.04 $ 102,396.26 3.92% $ 171,116.00 $ 170,279.00 $ 163,786.43 $ Favorable Employee Medical Exams $6,040. Examination Material $17,386, Prof Services $3,000, Travel and Conference $8,894, and Office Supplies $3,175 due to efforts to reduce spending. Unfav Info Tech Ops ($16,860) due to higher than anticipated usage partially offset by fay Building Space Cost Allocation $5,560 due to FY 2012 look-back credit and fay Telephone Communication $3,241. 198,795.00 510,912.00 6,492.57 3.81% Favorable due to unfilled positions/vacancies. Operating Expenditures 10,832,25 63.81% 16,977.00 16,977.00 6,144.75 $ Favorable Travel and Conference $2,040, Expendable Equipment $2,000, and Office Supplies $4,327 due to efforts to reduce spending. 131,265.00 Internal Support Expenditures Transfer Out 131,265.00 122,568.10 $ 8,696.90 6.63% Pay Building Space Cost Allocation due to FY 2012 look-back credit. Department Total Personnel Expenditures Operating Expenditures Internal Support Expenditures Transfer Out $ 319,358.00 $ 318,521.00 $ 292,499.28 $ $ 2,794,190.00 $ 2,750,283,00 $2,476,533.64 $ 505,894.00 578,894.00 444,272.97 671,409.00 773,827.11 772,082,02 $ 3,971,493.00 $ 4,103,004.11 $3,692,888.63 $ 410,115.48 •g.4(% i). 11/27/2012 Administration Personnel Expenditures $ 209,641.00 $ 207,108.00 $ 202,152.10 4,955.90 Operating Expenditures 9,760,134.00 9,737,834.00 7,545,159.75 2,192,674.25 14,052.11 16,982.00 16,982.00 2,929.89 17.25% - Fay. IT Operations based on usage. Internal Support Expenditures Transfers Out Health Personnel Expenditures Operating Expenditures $ 24,791,255.00 $ 24,011,968.00 $ 20,758,578.41 3,253,389.59 4,955,219.00 10,197,669.62 4,136,301.90 6,061,367.72 55 11/27/2012 COUNTY OF OAKLAND FY 2012 YEAR END REPORT EXPENDITURES HEALTH AND HUMAN SERVICES ADOPTED BUDGET AMENDED BUDGET FY 2012 ACTUAL AMOUNT FAVORABLE (UNFAVORABLE) PERCENT EXPLANATION OF SIGNIFICANT VARIANCES 2.39% - Fay. Fringe Benefits due to reduction in hospitalization rates. 22.52% - Fay. Foster Boarding Homes $366,525. Fay. Private Institutions Residential, Private Institutions Foster Care and Private Institutions $1,370,978. Fay. Independent Living $309,467. Costs are based on caseload, difficulty of care, and treatment of services ordered by the Court. Fay. is partially offset by unfav. Non-Dept. Child Care Subsidy Revenue (50% reimbursement). $ 9,986,757.00 $ 9,961,924.00 $ 7,761,363.96 $ 2,200,560.04 22.09% 13.55% - Fay. due to turnover and under filled positions. 59.44% - Fay. Satellite Centers $5,094,003. Funding in the amount of $3,244,003 will remain in Restricted Fund Balance for future years. Fay. Professional Services $584,793 from dental program primarily due to FY 2011 carry forward along with new contractor accepting Medicaid rates. Fay. Laboratory Supplies $116,873 due to privatization of Clinic within the Oakland County Sheriff's Office Jail and State programs that provided supplies. Fav. West Nile Virus $61,259 due to reduced demand and participation from Municipalities. Fay. Medical Supplies $57,015 due to reduction in the need for medical delivery systems (i.e. syringes). Fay. Vaccines $38,776 due to discounted prices through Centers for Disease Control; offset by unfav. vaccine revenue. Fay. Expendable Equipment $34,454 as a carry forward was requested in FY 2011 to be re- appropriated in FY 2012 but was not needed. Partially offset by unfav. Adj Prior Years Revenue ($139,731) for Zero to Three Grant and Nurturing Parenting Program. Fiscal Year end encumbrance for Equipment Maintenance and Medical Supplies $4,649. Internal Support Expenditures 3,097,249.00 3,962,354.85 3,399,517.63 562,837.22 Children's Village Personnel Expenditures Operating Expenditures $ 14,711,970.00 $ 14,534,783.00 $ 14,558,120.50 $ $ 3,716,357.00 3,834,072.08 3,619,091.04 (23,337.50) 214,981.04 Internal Support Expenditures 2,764,053.00 2,907,170.86 2,790,488.53 116,682.33 88,231.86 200,000.14 248,000.00 Transfers Out 288,232.00 56 11/27/2012 COUNTY OF OAKLAND FY 2012 YEAR END REPORT EXPENDITURES HEALTH AND HUMAN SERVICES ADOPTED BUDGET AMENDED BUDGET FY 2012 ACTUAL AMOUNT FAVORABLE (UNFAVORABLE) PERCENT EXPLANATION OF SIGNIFICANT VARIANCES 14.20% - Fay. Info Tech Operations $344,734; Equipment Rental $125,250; and Telephone Communications $49,213 due to continued efforts to minimize expenses and contain costs. Transfers Out $ 32,843,723.00 $38,171,992.47 $ 28,294,397.94 $ 9,877,594.53 25.88% -0.16% - Unfav. primarily due to Overtime. 5.61% - Fay. Provisions $66,803: Custodial Supplies $18,522; and Bedding and Linen $11,216 due to fluctuating population and commodity costs. Fay. Medical Services Physicians $21,772 and Employees Medical Exams $12,626 usage based on demand along with FA Proprietary Equipment $16,000; Software Rental Lease Purchase $11,500: and Printing $10,052 due to efforts to minimize expenses and contain costs. Partially offset by unfav. Drugs ($24,523) due to increased youth psychiatric medical needs. Fiscal Year end encumbrance for Software Support Maintenance and Testing Services $7,732. 4.01% - Fay. Bldg Space Cost Allocation $153,475 due to FY 2012 look-back credit along with Convenience Copier $18,304 due to decreased activity and continued efforts to minimize expenses and contain costs. Partially offset by unfav. info Tech Operations ($28,963) and Radio Communications ($17,965) due to increased equipment costs. Fay. as the Children's Village Counseling Center Renovation Project is expected to be funded by the Facilities Maintenance & Operations Capital Improvement Plan in FY 2013. $ 21,440,380.00 $ 21,564,257.94 $ 21,055,931.93 $ 508,326.01 2.36% 213,179.03 76,500.97 289,680.00 289,680.00 15,839.33 463,905.15 479,744.48 473,458.00 Operating Expenditures Internal Support Expenditures Transfers Out 26.41% - Fay. Equipment Maintenance $40,795 due to limited repair costs incurred on specialtythazmat vehicles and Printing $15,547 due to a delay in issuing revised Division brochures. Fiscal Year end encumbrance for Tornado Siren Equip $14,683. 3.30% - Fay. Bldg Space Cost Allocation $9,645 due to FY 2012 look-back credit along with Insurance Fund $6,234 and Telephone Communications $5,306 due to decreased activity and continued efforts to minimize expenses and contain costs. Partially offset by unfav. Info Tech Operations ($5,459) due to increased use of equipment. 3,252,363.96 8,545,523.98 698,288.77 200,000.14 8.23% 35.52% 9.48% 0.00% 12,696,176.85 17.83% 57 11/27/2012 COUNTY OF OAKLAND FY 2012 YEAR END REPORT EXPENDITURES HEALTH AND HUMAN SERVICES ADOPTED BUDGET AMENDED BUDGET FY 2012 ACTUAL AMOUNT FAVORABLE (UNFAVORABLE) PERCENT EXPLANATION OF SIGNIFICANT VARIANCES Homeland Security Personnel Expenditures $ 758,524.00 $ 747,619.00 $ 730,263.03 $ 17,355.97 2.32% - Fay. due to under filled positions. $ 1,521,662.00 $ 1,517,043.48 $ 1,407,347.21 $ 109,696.27 Department Total Controllable Personnel Controllable Operating Non-Controllable Operating Transfers Out $ 40,471,390.00 $ 18,721,390.00 6,351,742.00 248,000.00 $ 65,792,522.00 $ 39,501,478.00 $ 36,249,114.04 $ 24,059,255.70 15,513,731 72 7,366,252.19 6,667,963.42 288,232.00 88,231.86 71,215,217.89 $ 58,519,041.04 $ 198,896.54 $ 832.35 4,746.66 Community Corrections Personnel Expenditures Operating Expenditures $ 3,630,273.00 $ 3,567,721.00 502,025.00 532,510.00 0,00% 18,000.00 18,000.00 Transfers Out Internal Support Expenditures 258,964.71 233,947.73 252,648.00 COUNTY OF OAKLAND FY 2012 YEAR END REPORT EXPENDITURES PUBLIC SERVICES ADOPTED BUDGET AMENDED BUDGET AMOUNT FY 2012 FAVORABLE ACTUAL (UNFAVORABLE) PERCENT Public Services - Admin. Personnel Expenditures Operating Expenditures $ 202,059.00 $ 200,054.00 4,800.00 4,800.00 4,965.00 1,157.46 0.58% - Fringe Benefit Favorability. 3,967.65 82.66% - Fay Special Event Program $2,107 and Travel and Conference $1,460 due to travel restrictions and efforts to reduce costs. 218.34 4.40% - Fay Building Space Cost Allocation due to FY 2012 look-back credit. Internal Support Expenditures 4,965.00 $ 211,824.00 $ 209,819.00 $ 204,475.55 $ 5,343.45 2.55% Veterans' Services Personnel Expenditures Operating Expenditures Internal Support Expenditures Transfers $ 1,492,931.00 $ 1,459,414.00 195,912.00 195,912.00 178,033.66 166,094.83 $ 42,948.77 2.94% - Favorable due to underfilliturnover, (3,648.79) -1.86% - Unfav Soldier Burial ($12,177) due to higher than anticipated applications for burials partially offset by Fav Soldier Relief $4,476, Special Event Programming $3,847, and Office Supplies $1,935 due to efforts to reduce costs. 11,938.83 0.00% - Fay Building Space Cost Allocation $5,003 due to FY 2012 look-back credit, fay Info Tech Ops $5,534 and Telephone Communicatons $2,610 0.00% 1,416,465.23 199,560.79 176,785.00 $ 1,865,628.00 $ 1,833,359.66 $ 1,782,120.85 $ 51,238.81 2.79% 3,326,375.17 $ 241,345.83 6.76% - Favorable due to underfilliturnover. 505,425.88 27,084.12 5.09% - Fav due to Personal Mileage $5,621. Trans of Clients $4,000, FA Prop Equip Exp $5,125, and Office Supplies $3,580 due to efforts to reduce spending. 29,099.59 4.32% - Fay Building Space Cost Allocation $11,013 due to FY 2012 look-back credit, fay Info Tech Ops $17,539 based on usage and Telephone Communications $4,310. Internal Support Expenditures 519,682.00 673,029.96 643,930.37 $ 4,651,980.00 $ 4,791,260,96 $ 4,493,731.42 $ 297,529.54 6.21% MSU Ext. - Oakland County Personnel Expenditures $ 842,459.00 $ 825,888.00 $ 820,176,02 $ 5,711.98 Operating Expenditures 89,689.00 89,689.00 45,450.74 44,238.26 0.69% - Favorable due to uncle/tin/turnover. 49.32% - Fav Car Allowance $22,000, Printing $3,714, Prof Services $2,815, Travel and Conference $5,040, and Metered Postage $6,594 due to efforts to reduce spending. 25,016.98 9.66% - Fay Building Space Cost Allocation $7,282 due to FY 2012 look-back credit, fay Convenience Copier $2,950, Info Tech Operations $11,198 based on usage and Telephone Communications $2,772. $ 1,184,796.00 $ 1,174,54111 $ 1,099,574.49 $ 74,967.22 6.38% * See related revenue offset. 58 11/27/2012 Animal Control Personnel Expenditures Operating Expenditures 190,097.00 214,732.00 220,970.75 $ 2,173,363.00 $ 2,131,432.00 $ 1,763,485.62 Internal Support Expenditures 819,450.00 945,758.63 875,348.84 Circuit Court Probation Personnel Expenditures Operating Expenditures Internal Support Expenditures 51,877.16 514,690.75 54,326.00 536,667.00 552,772.78 54,326.00 755,701.73 162,303.87 224,819.04 6.64% 10.07% 6.10% COUNTY OF OAKLAND FY 2012 YEAR END REPORT EXPENDITURES PUBLIC SERVICES ADOPTED BUDGET AMENDED BUDGET AMOUNT FY 2012 FAVORABLE ACTUAL (UNFAVORABLE) PERCENT Medical Examiner Personnel Expenditures Operating Expenditures Internal Support Expenditures Transfers $ 3,228,666.00 $ 3,197,849.00 $ 3,101,257.69 $ 520,006.00 520,228.40 425,775,86 1,042,046.00 1,070,312.69 1,020,259.21 96,591.31 3.02% - Favorable due to unclerfill/turnover. 94,452.54 18.16% - Favorable due to Lab Fees $28,604, Training $10,000, Film and Processing $4,090, and Laboratory Supplies/Medical Supplies $63.412 due to efforts to reduce costs partially offset by Transportation Service ($22,638) due to increased workload. 50,053.48 4.68% - Fay Building Space Cost Allocation $48,464 due to FY 2012 look-back credit and fay Info Tec Ops $5,905 partially offset by Motor Pool/Fuel Charges ($4,129). $ 4,790,718.00 $ 4,788,390.09 $ 4,547,292.76 $ 241,097.33 5.04% $ 367,946,38 17.26% - Favorable due to underfilled positions/vacancies partially offset by unfav revenue. (6,238.75) -2.91% - Unfav Animal Supplies ($5,558) due to increased cat population, unfav Metered Postage ($5,477) and Office Supplies ($6,155) due to increased publications and mailings for more service areas partially offset by Printing $5,404, Deputy Supplies $3,700 and Tax Collection Supplies $1.808 due to efforts to reduce costs. 70,409.79 7.44% - Fav Building Space Cost Allocation $28,670 due to FY 2012 look-back credit and fav Motor Pool/Fuel Charges $43,483. $ 3,182,910.00 $ 3,291,922.63 $ 2,859,805.21 $ 432,117.42 13.13% 0.00% 2,448.84 4.51% Fay Office Supplies $1,207 and Equip Maintenance $773 due to efforts to reduce spending. 38,082.03 6.89% Fav-Building Space Cost Allocation $26,157 due to FY 2012 look-back credit, fav Info Tech Operations $12,787 and Telephone Communications $3,359 partially offset with Convenience Copier ($4,222). $ 590,993.00 $ 607,098.78 $ 566,567.91 $ 40,530.87 6-68% Department Total Personnel Expenditures Operating Expenditures Internal Support Expenditures Transfers Out $ 11,569,751.00 $ 11,382,358.00 $ 10,626,656.27 $ 1,556,855.00 1,612,197.40 1,449,893.53 3,352,243.00 3,683,837.43 3,459,018.39 18,000.00 18,000.00 $ 16,478,849.00 $ 16,696,392.83 $ 15,553,568.19 $ 1,142,824.64 6.84% * See related revenue offset. 59 11/27/2012 $ 1,195,903.00 $ 1,178,467.00 $ 1,150,036.14 $ 28,430.86 2.41% - Turnover and underfills. Fringe Benefit Rate fav due to reduction in hospitalization rates. Offset by unfav. disability due to change in short/long term disability charges effective May 2012; now charged as part of Fringe rate. 338,222.00 467,582.00 359,745.10 107,836.90 23.06% - Fay. Professional Services $85,520 due to utilization of PTNE position to perform services previously obtained through professional services; Comm $250; Mem Dues $4,416; fay. Printing $20,228, Mileage $7,726 and Travel $10,104 based on usage. Partially offset by unfav. Advertising ($14,053) for on-going marketing activities, Workshops & Meetings ($935) due to Business Roundtable Event and Supplies ($5,419) based on usage. 367,507.78 360,661.51 6,846.27 1.86% Fay. Telephone Communications $1,684 and IT Ops $3,133 based on usage. Fay. Bldg Space $2,106 due to FY 2012 look back credit. Administration Personnel Expenditures Operating Expenditures Internal Support Expenditures 63,521.00 60 11/27/2012 COUNTY OF OAKLAND FY 2012 YEAR END REPORT EXPENDITURES ECONOMIC DEVELOPMENT AND COMMUNITY AFFAIRS AMOUNT ADOPTED AMENDED FY 2012 FAVORABLE BUDGET BUDGET ACTUAL UNFAVORABLE PERCENT EXPLANATION OF SIGNIFICANT VARIANCES Transfers $ 1,597,646.00 $ 2,013,556.78 $ 1,870,442.75 $ 143,114,03 7.11% Planning and Economic Development Services Personnel Expenditures $ 3,688,943.00 $ 3,626,310.00 $ 3,395,324.42 $ 230,985.58 6.37% Turnover and underfills. Fringe Benefit Rate fay due to reduction in hospitalization rates. Offset by unfav. disability due to change in short/long term disability charges effective May 2012; now charged as part of Fringe rate. Operating Expenditures 1,188,080.00 1,387,296.00 1,087,681.97 299,614.03 21.60% - Fay. primarily in Professional Services, for NO HAZ Program $232,858 based on reduced resident participation (offset by reduced program reimbursement),Comm $250; Rent $12,750; Mem Dues $9,530, Travel $6,637, Supplies $2,309, Workshop & Meetings $3,336, Mileage $3,994 and Printing $42,654 based on actual usage. Partially offset by unfav. Software Maint ($14,705) due to increased maintenance costs. Internal Support Expenditures 698,995.00 718,334.47 696,707.99 21,626.48 COUNTY OF OAKLAND FY 2012 YEAR END REPORT EXPENDITURES ECONOMIC DEVELOPMENT AND COMMUNITY AFFAIRS FY 2012 ACTUAL ADOPTED AMENDED BUDGET BUDGET AMOUNT FAVORABLE UNFAVORABLE PERCENT EXPLANATION OF SIGNIFICANT VARIANCES 3.01% Fav. IT Ops $26,203 and Copier $522 due to usage less than anticipated. Fav. Bldg Space $14,453 due to FY 2012 look back credit. Partially offset by unfav. Telephone Comm ($19,551) due to usage. Transfers $ 5,576,018.00 $ 5,731,940.47 $ 5,179,714.38 $ 552,226.09 Community and Home Improvement Personnel Expenditures $ 88,252.00 $ 88,238.00 $ 100,259.35 $ (12,021.35) Operating Expenditures Transfers - 246,751.00 246,751.00 $ 88,252.00 $ 334,989.00 $ 347,010.35 $ (12,021.35) 9.63% -13.62% Unfav. Fringe Benefit Rate due to costs not chargeable to grant. -3.59% Workforce Development Personnel Expenditures 41.06% Provision for costs not chargeable to Workforce Development Grants. $ 25,620.00 $ 25,620.00 $ 15,100.00 $ 10,520.00 Operating Expenditures Internal Support Expenditures $ 25,620.00 $ 25,620.00 $ 15,100.00 $ 10,520.00 41.06% $ 257,915.09 407,450.93 28,472.75 Department Total Personnel Expenditures Operating Expenditures Internal Support Expenditures Transfers $ 4,998,718.00 $ 4,918,635.00 $ 4,660,719.91 1,526,302.00 1,854,878.00 1,447,427.07 762,516.00 1,085,842.25 1,057,369.50 246,751.00 246,751.00 5.24% 21.97% 2.62% 0.00% $ 7,287,536.00 $ 8,106,106.25 $ 7,412,267.48 $ 693,838.77 61 8.56% 11/27/2012 NON-DEPARTMENT APPROPRIATIONS COUNTY OPERATIONS Insurance Fund $ 359,787.00 $ 359,787.00 8 195,214.51 $ 164,572.49 45.74% 2,880.00 19,284,40 1,516,141.12 1,817,783 95 25,030.00 89.68% (1,284.40) -7.14% 8,207.88 0.54% 1,146,391.05 38.67% 39.95 29,960.05 99.87% 0.00% 9,620,616.00 Unfav due to membership invoice timing. No charges ocurred in FY 2010, amount paid in FY 2011 was for 07/01/10- 06/30/11, amounts paid in FY 2012 were 07/01111-06/30/12 and 07/01/12-06/30/13. Fay_ due to membership rate decrease. COUNTY OF OAKLAND FY 2012 YEAR END REPORT NON-DEPARTMENTAL EXPENDITURES ADOPTED BUDGET AMENDED BUDGET FY 2012 ACTUAL AMOUNT FAVORABLE (UNFAVORABLE) PERCENT EXPLANATION Fay due to budget anticipated larger increase in charges from Building Liability Fund that did not occur in FY 2012. Fay based on actual payments approved by Risk Mgmt. Unfav due to required payments for licensing agreements. Fay due to actual need for County share of drain assessments. Fay due to Tr-Party appropriations for road projects not completed yet; a carry forward request is included in the year- end amendments. Fay due to no significant need in 2012; line item is budgeted for disaster planning supplies that benefit all county departments. STATE AND FEDERAL - COUNTY ASSOCIATIONS Michigan Assoc. of Counties Insurance Surety Bonds Logos Trademarks Intellect Property Road CommissionlCurrent Drain Assessment Road Commission \Tri Party Agreement Provisions Transfer to Community Mental Health Authority Total COUNTY BUILDINGS National Assoc. of Counties S.E.M.C.O.G. Traffic Improvement Association Total 27,910.00 27,910.00 18,000.00 18,000.00 1,400,000.00 1,524,349.00 100 00 2,964,175.00 30,000.00 30,000.00 9,620,616.00 9,620,616.00 $ 11,456,413,00 $ 14,544,837,00 $ 13,171,959.93 $ 1,372,877.07 9.44% $ 3,535,742.00 $ 2,935,742.97 $ 2,782,037.92 $ 153,705.05 5.24% 73,000.00 $ 73,000.00 $ 145,623.46 $ (72,623.46) -99.48% . 24,700.00 24,700.00 24,697.00 3.00 0.01% 500,000.00 500,000.00 466,511.80 33,488.20 6.70% 30,000.00 30,000.00 30,000.00 - 0.00% $ 627,700.00 $ 627,700.00 $ 666,832.26 $ (39,13226) -6.23% SUNDRY EXPENSE $ 300,000.00 $ 300,000.00 $ 474,388.87 $ (174,388.87) -58.13% Majority of unfav due to refund of prior years revenue for delinquent taxes. RESERVED FOR TRANSFERS Expenditures Classification and Rate Change Contingency Emergency Salaries Grant Match Info Tech Development Legislative Expense Misc. Capital Outlay $ 154,469.00 $ 161,683.00 $ 300,000.00 1,698,847.00 1,310,000.00 1,273,000.00 1,160,000.00 752,785.00 5,815,600.00 1,710,686.95 36,400.00 75,000.00 60,179.00 - $ 161,683.00 100.00% 1,698,847.00 100.00% - 1,273,000.00 100.00% - 752,785.00 100.00% - 1,710,686.95 100.00% 810.00 (810.00) 100.00% - 60,179.00 100.00% 62 11/27/2012 FY 2012 ACTUAL $ 430,185.00 1,844,000.00 646,140.00 $ 430,185,00 1,844,000.00 646*140.00 7,920.00 3,046,418,00 TOTAL NON-DEPT. APPROPRIATIONS TRANSFER TO GENERAL PURPOSE FUNDS Child Care Fund Social Welfare Fund Foster Care COUNTY OF OAKLAND FY 2012 YEAR END REPORT NON-DEPARTMENTAL EXPENDITURES Overtime Appropriation Summer Employees Salary Appropriation Total ADOPTED BUDGET 53,000.00 250,000.00 $ 9,154,469.00 $ 5,958,916.95 $ AMOUNT FAVORABLE (UNFAVORABLE) PERCENT 51,736.00 100.00% 250,000.00 100.00% 99.99% AMENDED BUDGET 51,736.00 250,000.00 810.00 $ 5,958,106.95 EXPLANATION 2,920,325.00 $ 5,974,663.00 $ 5,936,891.01 $ Transfers to Other Funds Fire Records Management CLEWS Information Technology Health WIC Major Project Fund - BS & A Tax Assess Software Facilities Maintenance & Operations Project Work Order Fund $ 417,579.99 1,844,186.00 620,676.00 3,046,418.00 707.41 7,323.61 12,605.01 2.93% (186.00) -0.01% 25,464.00 3.94% 7,920.00 100.00% - 0.00% (707.41) 100.00% (7,323.61) 100.00% 37,771.99 0.63% To close special projects. Note offsetting transfer in from Special Projects in revenue section. 7,308,939.93 24.09% $ 27,994,649.00 $ 30,341,859.92 $ 23,032,919.99 $ $ 23,347,678.00 $ 23,373,219.86 $ 19,196,407.39 $ 1,000.00 1,000.00 $ 23,348,678.00 $ 23,374,219.86 $ 19,196,407.39 $ 4,176,812.47 1,000.00 4,177,812.47 17.87% Fay as the amount transferred is based on actual need. 100.00% 17.87% TOTAL EXPENDITURES $ 51,343,327.00 $ 53,716,079.78 $ 42,229,327.38 $ 11,486,752.40 21.38% 63 11/27/2012 REVENUES Charges for Services $25,000,000.00 $25,000,000.00 $20,211,301.36 ($4,788,698,64) 1,697,999.81 2,022,497.00 (324,497.19) 2,022,497.00 Other Revenues 237,369.32 5,605,325.36 23,150,600.00 1,618,750.00 1,940,682.52 1,342,200,00 $ 33,657,557,88 $ 34,226,568.03 $ 106,905.00 460,250.00 $ 104,525.00 $ 104,673.53 460,250.00 226,967.30 1,750,000.00 1,750,000.00 5,656,048.00 5,656,048.00 0.90% 0.00% 12.31% 7.22% 0.00% 1.26% 5.97% REVENUE OVER (UNDER) EXPENDITURES Total Net Assets - Beginning Total Net Assets - Ending ($9,380,582.00) Ending FY 2012 Designated Fund Balance: NP-UnRes - Designated - Debt Service NP-UnRes - Designated - Deling Taxes Receivable NP-UnRes - Designated - Collection Fees Undesignated - Fund Balance Total Net Assets Ending $50,786,956.00 144,567,825.50 11,035,372.53 $0.00 ($9,378,202.00) ($12,317,266.86) $218,687,420.89 $206,370,154.03 ($2,939,064.86) 64 129 DTRF 51600 Quarterly Forecast.xlsx 11/27/2012 COUNTY OF OAKLAND FY 2012 YEAR END REPORT ENTERPRISE FUND TREASURER'S OFFICE ADOPTED BUDGET DELINQUENT TAX REVOLVING FUND 51600 AMENDED BUDGET FY 2012 ACTUAL VARIANCE FAV/(UNFAV) PERCENT EXPLANATION OF SIGNIFICANT VARIANCES -19.15% Unfav. Collection Fees due to lower number of parcels turned over as delinquent for tax year 2011. Also, slower collection rate for older delinquencies as well as decreasing number of older delinquencies. Partially offset by fay. Interest and Penalty due to collection of chargebacks from local CVTs including monthly interest charges. -16.04% Unfav. due to falling interest rates on investments. Offset by fav. Prior Years Adjustments due to interest charges on older delinquencies, Michigan Tax Tribunal Decisions and local unit corrections during March, July and December Boards of Review. Total Revenues $27,022,497.00 $27,022,497.00 $21,909,301.17 ($5,113,195.83) -18.92% OPERATING EXPENSES Personnel Expenditures Operating Expenditures Interest Expense Transfer Out to Other Funds: General Fund - Collection Fees GF - Non-Departmental 23,150,000.00 23,150,000.00 Work Release Facility Debt Svc 1,846,075.00 1,846,075.00 Office Bldg Renovation Debt Svc 2,091,601.00 2,091,601.00 52-3 District Court Debt Service 1,342,200.00 1342,200.00 Total Transfer Out to Other Funds $ 34,085.924.00 $ 34,085,924.00 Total Operating Expenses $ 36,403,079.00 $ 36,400,699.00 (148,53) 233,282.70 1,512,630.68 50,722.64 (600.00) 227,325.00 150,916.48 0.00 $ 428,366.12 $ 2,174,130.97 -0.14% 50.69% Fay. Indirect Costs actual total expenditures are lower than budget due to actual charges developed after budget finalization. Also fay., Professional Services and Legal Services due to less activity. Partially offset by unfav. Administrative Overhead due to cost of meeting with bond agencies and Prof. Serv-FinancialConsultant due to consulting services related to annual Del Tax Notes Payable. 86.44% Fay. due to lower interest rates and level of debt. Reflects latest refunding of debt obligation. Reflects latest refunding of debt obligation. DELINQUENT PERSONAL PROPERTY TAX (51800) OPERATING REVENUE FY 2012 YEAR END REPORT ENTERPRISE FUNDS TREASURER ADOPTED AMENDED FY 2012 VARIANCE BUDGET BUDGET ACTUAL FAV/(UNFAV) PERCENT EXPLANATION OF SIGNIFICANT VARIANCES OPERATING EXPENSE $1,017,158.00 $1,017,158.00 $766,837.03 ($250,320.97) -24.61% - Unfav. Administration Fees due to fewer delinquencies as well as finding more businesses that are not active as a going concern. Also unfav., Miscellaneous due to less anticipated use. 1,066,845.00 1,056,916.00 1,046,458,05 10,457.95 0,99% - Fay. Controllable Personnel due to turnover and reduction in hospitalization rates. Also Fay., Professional Services, Expendable Equipment, Office Supplies and Postage-Standard Mailing due to less anticipated use. Partially offset by unfav. Indirect Cost; actual total expenditures are higher than budget due to actual charges developed after budget finalization_ NET OPERATING INCOME (LOSS) ($49,687.00) ($39,758.00) ($279,621.02) ($239,863.02) 603.31% NON-OPERATING REVENUE (EXPENSE) 125,000.00 125,000.00 10,636.25 (114,363.75) -91.49% Unfav. Income from Investments is due to lower cash balance than anticipated. TOTAL INCOME BEFORE CONTRIBUTIONS AND TRANSFERS $75,313.00 $85,242.00 $ (268,984.77) ($354,226.77) TRANSFERS OUT (176f-3.000.00) (1,796,00b nO) 0.00 0.00% TOTAL NET INCOME (LOSS)" , ($1,690,687.00) ($1,680,T5500) ($2,034,984,77) ($354,226.77) TOTAL NET ASSETS - BEGINNING 2,795,785.42 TOTAL NET ASSETS - ENDING $760,800.65 * Please note that in the Adopted Budget (line-item book) this is budgeted as 'Planned Use of Fund Balance" in the revenue category. -11 127/2012 65 EXPLANATION OF SIGNIFICANT VARIANCE5 TOTAL NET ASSETS - BEGINNING TOTAL NET ASSETS - ENDING $ 98,188,962.82 $ 98,859,474.11 66 11/27'2012 COUNTY OF OAKLAND FY 2012 YEAR END REPORT ENTERPRISE FUND PARKS & RECREATION ADOPTED AMENDED FY 2012 VARIANCE BUDGET BUDGET ACTUAL FAV/(UNFAV) PERCENT – OAKLAND COUNTY PARKS & RECREATION COMMISSION (50800} OPERATING REVENUE OPERATING EXPENSE $ 8,291,300.00 $ 8,387,014.00 $ 9,096,572.04 $ 709,558.04 8.46% Favorable Greens Fees $188,113, Waterpark Entrance Fees $338,998, Camping $121,328, Rental Facilities $39,483, and Rental Events $61,685 due to favorable weather conditions. Unfavorable Commission Food Services ($39,316), Special Contracts ($106,778) due to decreased demand. $ 23,107,000.00 $ 23,101,914.00 $ 20,108,609.71 $ 2,993,304.29 12.96% Favorable expenses resulted from staff efforts to contain costs and conservative budget practices: Salaries $589,906, Contracted Services $108,868, Electrical Service $93,050, Equipment Maintenance $34,439. Grounds Maintenance $179,926, Miscellaneous $72,679, Natural Gas $110,341, Training $5.743, Travel and Conference $9,904, Water and Sewer Charges $98,852, Expendable Equipment $64,211, Office Supplies $34,967, Recreation Supplies $26,470, Special Event Supplies $57,387, Depreciation $188,697 due to fewer projects completed than anticipated being closed to fixed assets; various Internal Services, including Info Tech Operations $213,685, Info Tech Operations $59,456, Insurance Fund $21,823 and Telephone Communications $20,042: and Contingency $1,091,376. Unfavorable Building Maintenance Charges ($19,953), Public Information ($43,224), Security Expense ($25,837). NET OPERATING INCOME (LOSS) $ (14,815,700.00) $ (14,714,900.00) $ (11,012,037.67) $ 3,702,862,33 25.16% NON-OPERATING REVENUE $ 11,684,000.00 $ 11,684,000.00 $ 11,664,548.96 $ (19,451.04) -0.17% (EXPENSE) TOTAL INCOME BEFORE TRANSFERS $ (3,131,700.00) $ (3,030,900.00) $ 652,511.29 $ 3,683,411.29 121.53% TRANSFERS IN $ - $ 18,000.00 $ 18,000.00 $ - 0.00% CAPITAL IMPROVEMENT PROGRAM $ - $ . $ - $ TOTAL NET INCOME (LOSS)* $ 3,131,700.00) $ (3,012,900,00), $ 670,511.29 $ 3,683,411.29 — DRAIN EQUIPMENT FUND 6390D) OPERATING REVENUES: Inside 255,000.00 585,000.00 406,733.47 OPERATING EXPENSES 4489,842.00 24,442,600.00 22,191,963.46 COUNTY OF OAKLAND FY 2012 YEAR END REPORT INTERNAL SERVICE FUND WATER RESOURCES COMMISSIONER ADOPTED AMENDED FY 2012 VARIANCE BUDGET BUDGET ACTUAL FAW{UNFAV) PERCENT EXPLANATION OF SIGNIFICANT VARIANCES ------___------------- ----- — ------- ------____--------- $4,181,342.00 $2389001000 $21,342029.73 ($2,547,980.27) -10.67% Fav - Equipment Rental $217,205 due to under estimate of billable equipment charges. Unfav - Rebilled Charges ($65,913), Reimbursement General ($127,994) and Reimbursement Salaries ($2,337,780) due to unallocated payroll charges for turnover and vacant positions offset in Salaries, Fringes and Overtime. Unfav - Vehicle Rental ($236,020) due to over estimate of billable vehicles hours. Outside ($178,266,531 -30.47% Unfav - External Rebilled Charges Revenue ($159,194) revenue is determined by a decrease in rebillable repair jobs, offset by favorable expenses pertaining to the repair jobs. Unfav - External Dispatch Services ($3,803), External Equipment Rental ($7,026) and External Maintenance Contracts ($7,244) duo to the billing for West Bloomfield Township ending because they are now on their own system. Total Revenue 4,436,342,00 24,475,010.00 21,748,763.20 (2,726,246.80) -11.14% 2,250,636.54 9.21% Fay - Salaries $1,658,978, Overtime $67,011 and Fringes $1.882,491 due to turnover and vacant positions. Unfav - Contracted Services ($375,110) due to repair work for SCADA assessment project. Fav - Communications $20,000 a result of the Real Time Locating charges billed through Internal Service Telephone Communications. Fav - Electric Service $5,842 due to impact of raising energy cost being less than anticipated budget amount. Fav - Equipment Rental $2,951 a decrease in specialty equipment needed for maintenance projects. Unfav - Indirect Cost ($23,608) due to indirect cost rate finalized after budget process. Fav - Natural Gas $2,991 a result of decreased use for mild winter and impact of lower cost. Unfav - Protective Clothing and Equipment ($25,188) due to maintenance on gas detectors. Fay - Software Support Maintenance $4,036 a result of less software subscription renewals and updates taking place. Fav - Travel and Conference $5,000 decrease use of seminars for training on the use of new applications, 67 11/27(2012 30,332.00 30,331.75 ($489,296.12) ($433,718.12) NET REVENUES OVER (UNDER) EXPENSES $0.00 $55,578.00 TOTAL NET ASSETS - BEGINNING TOTAL NET ASSETS - ENDING 4,987,624.78 $4,553,906.66 COUNTY OF OAKLAND FY 2042 YEAR END REPORT INTERNAL SERVICE FUND WATER RESOURCES COMMISSIONER ADOPTED AMENDED FY 2012 VARIANCE BUDGET BUDGET ACTUAL FAV/(UNFAV) PERCENT --------- __------- ______ --- ---____--- ------- EXPLANATION OF SIGNIFICANT VARIANCES Unfay - Laboratory Supplies ($2,912) a result that a budget needs to be developed for Idexx laboratory supply charges. Unfay - Material and Supplies ($831,263) the result of inventory being tracked through CAMS, the Drain Equipment fund had to buy the inventory from the Water Sewer General Administrative fund offset in revenue Reimbursement General. 1..Infav - Depreciation Equipment ($2,914) and Fay - Depreciation Vehicles $41,222 due to under and over estimated depreciation schedules. Fav - Interest Expense $2,139 a result of the decreasing principal balance and decrease in variable interest rate related to the Drain Equipment Storage Building and the loan from the George W. Kuhn Sewage Disposal Fund for 2 Vectors and „letter truck. Unfav - Drain Equipment Materials ($5,099) a result of no budget for materials being tracked through CAMS for use in rebillable repair jobs. Unfav - Drain Equipment Labor ($100,456) due loan Increase in the amount of rebili projects. Unfav - Information Technology Development ($9,135) for maintenance performed on the Automatic Meter Reading System. Fav - Insurance Fund $38,499 the result of a decrease in the number of department owned vehicles. Far - Maintenance Depart! Charges $4,131 over estimate in charges to the department for SCADA equipment. Unfav - Motor Pool Fuel Charges ($61,603) because fuel cost increased more than anticipated_ Unfav - Motor Pool ($16,204) budget not set to actual historical usage and does not reflect change in replacement vehicles from department owned to leased vehicles. Unfav Telephone Communications ($37,310) a result of billing the Real Time Locating system cost (part of the cellphone bill), offset by favorable Communications line item. Unfav - Office Supplies (2,807), Shop Supplies ($4,297), Small Tools ($17,314) and Info Tech Operations ($41,087) the result of actual spending being more than budget projection. Fay - Equipment Maintenance $22,583, Equipment Repair $30,292, Garbage and Rubbish Disposal $2,317, Computer Supplies $2,646, Expendable Equipment Expense $3,915 and Drain Equipment $7,045 the result of actual spending being less than budget projection. NET INCOME (LOSS) BEFORE NON-OPERATING REVENUE/(EXPENSE) TRANSFER IN TRANSFERS (OUT) (53,500 00) 32,410 00 (443,200.26) (47501026) -1467.48% 53,500.60 53,500.00 39,813.89 (13,885.11) -25.58c/ii Fav - Income from Investment $7,156 the result of fund earning a return due to a positive cash balance, Unfav - Sale of Equipment and Vehicles ($20,842) for sale of equipment and vehicles at county auction. 0.00% 0.25 0.00% 68 11/27/2012 - $ 6,168.00 $ 6,168.00 Fav. due to reimbursements from third parties pursuant to lawsuits. Outside Revenue 2,880,499.00 Inside Revenue TOTAL NET ASSETS - BEGINNING TOTAL NET ASSETS - ENDING 17,934,456.77 16,470,258.35 COUNTY OF OAKLAND FY 2012 YEAR END REPORT INTERNAL SERVICE FUND RISK MANAGEMENT ADOPTED AMENDED FY 2012 VARIANCE BUDGET BUDGET ACTUAL FAVONFAV) PERCENT EXPLANATION OF SIGNIFICANT VARIANCES ------ -------------- ------ -- ----- ILIABILITY INSURANCE FUND 67790 OPERATING REVENUES: 2,880,499.00 2,128,017.73 $ (762,481.27) -26.12% - Unfav. due to rebills to departments lower based on actual premiums paid, offset by decrease in expense. Total Operating Revenue $ 2,880,499.00 $ 2,880,499.00 $ 2,134,185.73 $ (746,313.27) -25.91% OPERATING EXPENSE $ 3,044,161.00 $ 3,044,161.00 $ 2,063,770.16 $ 980,390.84 32.21% - Fay, due to actual premiums $908,000 less than expected due to insurance market fluctuations and rates, offset by decrease in revenue. Fringes fav. $40,000 due to reduction in hospitalization rates and retirement, Fay, indirect costs $12,300 due to actual charges developed after budget finalization. CLAIMS PAID 768,500.00 768,500.00 1,666,890.01 (898,390.01) - Unfav. due to increase in reserve balance based on AON actuarial estimate of loss reserves. Offset by fav. claims, legal and professional services expenses. TOTAL OPERATING EXPENSES $ 3,812,661.00 $ 3,812,661.00 $ 3,730,660.17 $ 82,000.83 2.15% OPERATING INCOME (LOSS) (932,162.00) (932,162.00) (1,596,474.44) (664,312.44) 71,27% NON-OPERATING REVENUE (EXPENSE) 400,000.00 400,000 00 132,276.02 (267,723.98) -66,93% - Unfav. due to lower than expected available cash balance and lower interest rates. NET REVENUES OVER/(UNDER) EXPENSES $ (532,162.00) $ (532,162.00) (1,464,198.42) $ (932,036.42) 11127/2012 69 COUNTY OF OAKLAND FY2012 YEAR END REPORT INTERNAL SERVICE FUNDS FRINGE BENEFITS FUND I-FRINGE BENEFITS FUND 67800 ADOPTED AMENDED FY2012 VARIANCE BUDGET BUDGET ACTUAL FAVONFAV) PERCENT EXPLANATION OF SIGNIFICANT VARIANCES OPERATING REVENUE RETIREES MEDICAL - VEBA DEBT 48,788,700 48,788,700 50,194,680 1,405,980 2.88% - Charges to departments favorable due to underestimated budget. RETIREMENT ADMINISTRATION 4,208,400 4,208,400 4,293,064 84.664 2.01% RETIREMENT ADMINISTRATION - PINE - 320,000 370,714 50,714 15.85% DEFINED CONTRIBUTION PLAN 15,350,000 14,350,000 14,089,316 (260,684) -1.82% - Unfavorable due to decrease in full time salaries. DEFINED CONTRIBUTION PLAN - PINE 175,000 175,000 193,970 18,970 10.84% DEFERRED COMPENSATION - COUNTY 100,500 210,600 210,570 (30) -0.01% EMPLOYEE 1N-SERVICE TRAINING 1,355,000 1,355,000 1,397,019 42,019 3.10% EMPLOYEE BENEFITS UNIT 937,300 937,300 960,623 23,323 2.49% FLEX BENEFIT PLAN 200,000 200,000 202,981 2,981 1.49% WELLNESS UNIT 496,500 496,500 510,236 13,736 2.77% FRINGE BENEFITS . 95,900 95,900 98,595 2,695 2.81% TUITION REIMBURSEMENT 260,000 260,000 266,705 6,705 2.58% RETIREMENT HEALTH SAVINGS 550,000 550,000 610,858 60,858 11.07% GROUP LIFE INSURANCE 900,000 900,000 611,493 (288,507) -32,06% - Unfavorable due to change in payment processing. SOCIAL SECURITY 15,500,000 14,500,000 14,356,559 (143,441) -0.99% MEDICAL INSURANCE 34,926,700 29,126,700 29,642,366 515,666 1.77% PRESCRIPTION COVERAGE INSURANCE 9,500.000 9,200,000 9,194,286 (5,714) -0.06% DENTAL INSURANCE 3,060,000 3,060,000 2,895,252 (164,748) -5.38% VISION INSURANCE 192,500 192,500 230,364 37,864 19,67% DISABILITY INSURANCE 601,200 601,200 1,393,919 792,719 131.86% - Favorable due to change in payment processing: parlially offset by unfavorable expenses. SHORT-TERM DISABILITY 1,700,000 1,700,000 1,226,985 (473,015) -27,82% - Unfavorable due to change in short term disability plan. WORKERS COMPENSATION 2,672,665 2,672,665 2,954,883 282,218 10.56% UNEMPLOYMENT COMPENSATION 800,000 800,000 763,865 (36,135) -4.52% INVESTMENT INCOME 540,100 540,100 380,878 (159,222) -29.48% EXT - FLEX BEN MEDICAL - EMPLOYEE 5,000,000 5,000,000 5,071,124 71,124 1,42% EXT - MEDICAL INSURANCE 280,000 280,000 183,193 (96,807) -34.57% EXT - PRESCRIPTION DRUG REBATES 500,000 500,000 595,626 95,626 19.13% EXT - DENTAL INSURANCE 25,000 25,000 15,337 (9,663) -38.65% EXT - VISION INSURANCE 2,500 2,500 1,360 (1,140) -45.60% EXT - FLEX BEN LIFE INSURANCE 400,000 400,000 347,035 (52,965) -13.24% EXT - FLEX BEN DENTAL INSURANCE 115,000 115,000 97,126 (17,874) -15.54% EXT - FLEX BEN VISION INSURANCE 105,000 105,000 116,833 11,833 11.27% EXT - FORFEITURE OF DEPOSITS 20,000 20,000 37,084 17,084 85.42% EXT - PREMIUM ADJUSTMENT - - 6,479 6,479 0.00% EXT - TRAINING - - 4,075 4,075 0.00% EXT - WELLNESS - - 5,512 5,512 0.00% EXT - OTHER REVENUE - ICMA REBATES 150,000 150,000 76,998 (73,002) -48.67% TOTAL REVENUE 149,507,965 141,838,065 143,607,963 1,769,898 1.25% 134 FRINGE BENEFIT FY2012 YEAR END REPORT xls 11127/2012 70 TOTAL NET ASSETS - BEGINNING TOTAL NET ASSETS - ENDING 18,965,848 25,084,093 COUNTY OF OAKLAND FY2012 YEAR END REPORT INTERNAL SERVICE FUNDS FRINGE BENEFITS FUND 'FRINGE BENEFITS FUND 67000 ADOPTED AMENDED FY2012 VARIANCE BUDGET BUDGET ACTUAL FAVI(UNFAV) PERCENT EXPLANATION OF SIGNIFICANT VARIANCES OPERATING EXPENSE RETIREES MEDICAL - VEBA DEBT PRINC. 19,545,000 19,545,000 19,545,000 - 0.00% RETIREES MEDICAL - VEBA DEBT INT, 29,243,700 29,243,700 29,243,638 62 0.00% RETIREMENT ADMINISTRATION 4,208,400 4,528,400 3,752,446 775,954 17.14% - Favorable due to $510,000 less Sick Annual Leave than expected, $166,000 less VEBA expenses and $77,000 two underfilled postiions and replacing FTE with PTNE. DEFINED CONTRIBUTION PLAN 15,500,000 14,500,000 14,089,316 410,684 2.83% - Unfavorable due to change in short term disability plan. DEFINED CONTRIBUTION PLAN - PINE 175,000 175,000 193,970 (18,970) -10.84% DEFERRED COMPENSATION - COUNTY 100,500 210,600 210,570 30 0.01% EMPLOYEE IN-SERVICE TRAINING 1,005,000 1,005,000 749,920 255,080 25.38% IN-SERVICE TRAINING - INFO TECH 350,000 350,000 155,491 194,509 55.57% EMPLOYEE BENEFITS UNIT 937,300 937,300 848,055 89,245 9.52% FLEXIBLE BENEFIT PAYMENTS 200,000 200,000 120,484 79,516 39.76% WELLNESS PROGRAM 496,500 496,500 430,483 66,017 13.30% ACCOUNTING SERVICES 95,900 95,900 124,715 (28,815) -30,05% TUITION REIMBURSEMENT 260,000 260,000 160,315 99,685 38.34% RETIREMENT HEALTH SAVINGS 550,000 550,000 610,858 (60,858) -11.07% GROUP LIFE INSURANCE 1,300,000 1,300,000 986,289 313,711 24.13% - Favorable due to change in payment processing. SOCIAL SECURITY 15,500,000 14,500,000 14,356,131 143,869 0.99% MEDICAL INSURANCE 40,206,700 34,406,700 32,817,108 1,589,592 4.62% - Favorable due to actual costs less than budget projections. PRESCRIPTION COVERAGE 10,000,000 9,700,000 9,625,680 74,320 0.77% DENTAL INSURANCE 3,200,000 3,200,000 3,003,036 196,964 6.16% VISION INSURANCE 300,000 300,000 257,631 42,369 14.12% DISABILITY INSURANCE 2,301,200 2,301,200 2,604,103 (302,903) -13.16% - Unfavorable due to change in short term disability plan; offset by favorable revenues. WORKERS COMPENSATION 2,672,665 2,672,665 2,388,338 284,327 10.64% UNEMPLOYMENT COMPENSATION 800,000 800,000 653,206 146,794 18.35% CHILD CARE FACILITY 270,900 270,900 256,762 14,138 5.22% INDIRECT COSTS 289,200 289,200 306,173 (16,973) -5.87% TOTAL EXPENSE 149,507,965 141,838,065 137,489,718 4,348,347 3.07% NET REVENUE OVER/(UNDER) EXPENSES aoo aoo 6,118,245 6,118,245 124 FRINGE BENEFIT FY2012 YEAR END REPORT.xis 11/27/2012 71 OPERATING REVENUE $4,875.421.00 $4,875,421.00 $4,259,531.74 ($615,889.26) OPERATING EXPENSE 6,191,848.00 6,157,631.00 9,016,461.27 (2,858,830 27) NET OPERATING INCOME (LOSS) ($1,316,427.00) ($1,282,210.00) ($4,756,929.53) ($3,474,719,53) NON-OPERATING REVENUE (EXPENSE) 278,744.00 278,744.00 471,661.57 192,917,57 COUNTY OF OAKLAND FY 2012 YEAR END REPORT ENTERPRISE FUNDS CENTRAL SERVICES ADOPTED AMENDED FY 2012 VARIANCE BUDGET BUDGET ACTUAL FAV/(UNFAV) PERCENT EXPLANATION OF SIGNIFICANT VARIANCES OAKLAND COUNTY INTERNATIONAL AIRPORT (56500) -12.63% - Fey. reimb US customs service $118,648 offset by unfav. US custom service expense. Unfav. aviation gas ($143,556) due to lower than anticipated gas concessions; reduction in land }ease ($139.248) due to lower than anticipated lease concessions; reduction in t-hangar rental ($397,825) due to a decrease in number of t-hangars leased. -46.43% - Unfav. adj, prior years expenses ($614,219) due to closing of prior years non- capital projects; decrease in grounds maintenance $106,887 due to refund of damaged frees paid for in prior years; increase in US customs service $84,764 offset by reimb US customs service revenue: increase in depreciation ($2,547,791) due to closing current and prior years capital projects; decrease in personnel expense $163,480 due to one FIE position filled with PINE, one under filled position, two positions filled with employees with lower steps, and retirement less than expected. 69.21% Fay, Federal grants $118,772 due to interest recovery on bonds; increase prior years adjustments $243,352 due to the capitalization of bond interest for the ODA terminal building. Unfav, income from investments ($169,206) due to lower than expected interest rates. TOTAL INCOME BEFORE CONTRIBUTIONS AND TRANSFERS TRANSFERS IN CAPITAL CONTRIBUTION ($1037 ,683-00) ($1,003,466.00) $ (4,285,267.96) $ (3,281,801.96) 50.25 50.25 1,037,683.00 1,037,683.00 16,935,461.20 $15,897,778.20 Fay. capital asset contribution due to the closing of several capital projects. TOTAL NET INCOME (LOSS) $0.00 $34,217.00 $12,650,243.49 $12,616,026.49 TOTAL NET ASSETS - BEGINNING $ 69,989,256.15 TOTAL NET ASSETS - ENDING 882,639,499.64 11/27/2012 72 MOTOR POOL FUND 66100 OPERATING REVENUE: Outside Revenue $ 77,000.00 $ 74,200.00 COUNTY OF OAKLAND FY 2012 YEAR END REPORT INTERNAL SERVICE FUNDS CENTRAL SERVICES ADOPTED AMENDED FY 2012 VARIANCE BUDGET BUDGET ACTUAL FAV/(UNFAV) PERCENT EXPLANATION OF SIGNIFICANT VARIANCES 99,226.74 $ 25,026.74 33.73% - Fay. increase warranty reimbursement $12,277 due to GM warranty claims handled in-house; increase in ext-other revenue $9,832 due to subrogation payments for vehicle damage more than expected; increase in ext-parts and accessories $2,743 and ext-productive labor $174 due to higher than expected CVT service. Inside Revenue 7,967,493.00 # 8,088,180.00 8,718,409.84 $ 630,229.84 Total Revenue $ 8,044,493.00 $ 8,162,380.00 $ 8,817,636.58 $ 655,256.58 7.79% - Fav. increase leased equipment $388,936 due to new leased vehicles under new billing method. Fay. gasoline oil grease charges $233,641 due to increase cost of gasoline and contract with City of Pontiac, offset by unfav. gasoline charges expense, OPERATING EXPENSE 7,806,928.00 7,295,207.00 7,411,926.96 $ (116,719.96) -1.60% - Fay. personnel $35,933 due to underfilled positions; decrease sublet repairs $32,868 due to less repair work being sent offsite; decrease parts and accessories $60,652 due to lower than expected costs. Unfav. gasoline charge expense ($232,302) due to higher fuel costs and contract with City of Pontiac, offset by favorable gasoline oil grease revenue charges. OPERATING INCOME (LOSS) $ 237,565.00 $ 867,173.00 $ 1,405,709.62 $ 538,536.62 NON-OPERATING REVENUE 140,000,00 (EXPENSE) 223,300.00 227,830.90 $ 4,530.90 2.03% - Fav. sale of scrap $3,685 and gain on sale of equipment $17,355 due to higher than expected revenue: offset by unfav. income from investments ($16,496) due to lower than expected interest rates. NET INCOME (LOSS) BEFORE OPERATING TRANSFERS $ 377,565.00 $ 1,090,473.00 $ 1,633,540.52 $ 543,067.52 TRANSFERS IN / (OUT) NET REVENUE OVER/(UNDER) EXPENSES (PLANNED USE OF FUND BAL.)* (429,365.00) (429,365.25) $ (0.25) $ 377,565.00 $ 661,108,00 $ 1,204,175.27 $ 543,067 27 TOTAL NET ASSETS - BEGINNING $ 7,780,062.71 TOTAL NET ASSETS.- ENDING $ 8,984,237.98 73 11/27/2012 COUNTY OF OAKLAND FY 2012 YEAR END REPORT INTERNAL SERVICE FUND FACILITIES MANAGEMENT ADOPTED AMENDED FY 2012 VARIANCE BUDGET BUDGET ACTUAL FAW(UNFAV) PERCENT EXPLANATION OF SIGNIFICANT VARIANCES FACILITIES MAINTENANCE & OPERATIONS (#63100) OPERATING REVENUES: Outside Revenue $532,540.00 $404,540.00 $443,285.23 38,745.23 9.58% - Fay, Farmers Market stall rental revenue based on receipts prior to transfer of operations to Parks & Recreation $37,327, plus higher than anticipated maintenance reimbursement from the Road Commission of Oakland County. inside Revenue 25,834,874.00 25,837,659.00 24,268,369.53 (1,569,289.47) -6.07% - Reduced Office Space Rental revenue due to one-time net credit to Departments ($1,554,039) for FY 2012 look-back adjustment to reduce Fund equity; plus lower Maintenance Department Charges to Departments ($94,143) based on requested level of maintenance service requests; partially offset by Refund of Prior Years Expenditure $58,432, Reimbursement General $20,262 for E)TE incentive rebate, and Gain on Sale of Equipment $200. Total Revenue $26,367,414,00 $26,242,199.00 $24,711,654.76 ($1,530,544.24) -5.83% OPERATING EXPENSES $27,004,925.00 $26,086,784.00 $23,509,919.64 $2,576,864.36 9.88% -Fay. Natural Gas/ Fuel Oil $1,010,587 due to lock-in of favorable long-term pricing . contracts and moderate weather conditions; fav. Electrical Service $646,526 due to lower-cost third-party contracts and savings from energy conservation initiatives implemented by FIVI&O; fay. Indirect Costs $144,396 due to determination of costs subsequent to budget formulation; fay. Salaries $83,985 due to turnover; fay, Fringe Benefits $464,981 due to turnover and reduction in hospitalization rates; fay. Road Salt $103,343 due to reduced road salt usage as a result of moderate weather conditions and implementation of new guidelines to reduce the amount of salt applied per run; fay. Garbage & Rubbish Disposal $82,786 due to reduced volume caused by recycling efforts; fay. Overtime $130,059 due to moderate weather conditions for snowplowing activity; fay. Sublet Repairs $32,390 due to more efficient management of building maintenance; and fay. Maintenance and Grounds Supplies $91,711, Laundry & Cleaning $14,657, and Telephone Communications $7,045 based on requirement needs. Favorability is partially offset by unfav. Security Supplies ($73,125) due to increased security requirements and usage of account (with reduced usage of Maintenance Supplies account); Water and Sewage Charges ($78,541) based on required usage and settlement of past billings; IT Operations ($63,267) due to one- time software maintenance charges; IT Development ($16,224) primarily for website enhancements; and Motor Pool and Gasoline Charges ($10,614) based on required usage. NET INCOME (LOSS) BEFORE OPERATING TRANSFERS ($637,511.00) $155,415.00 $1,201,735,12 $1,046,320.12 74 11/27/2012 137 FACILITIES INTERNAL FORE,xisx COUNTY OF OAKLAND FY 2012 YEAR END REPORT INTERNAL SERVICE FUND FACILITIES MANAGEMENT ADOPTED AMENDED FY 2012 VARIANCE BUDGET BUDGET ACTUAL FAVI(UNFAV) PERCENT EXPLANATION OF SIGNIFICANT VARIANCES NON-OPERATING REVENUE $192,500.00 $192,500.00 $88,048.77 ($104,451.23) -54.26% - Unfav. Investment Income due to lower than anticipated rate of return. TRANSFERS IN - 137,598.00 212,705.69 75,107.69 54.58% - Transfers In from Project Work Order Fund for closed Maintence projects. TRANSFERS OUT (900,000.00) (1,548,110 00) (1,587,594.63) (39,484.63) -2.55% - Transfers Out to Project Work Order Fund to close Maintenance projects. NET REVENUES OVER(UNDER) EXPENSES* ($1,345,011.00) ($1062597.00) ($85,105.05) $977,491.95 TOTAL NET ASSETS - BEGINNING $12,500,240.81 TOTAL NET ASSETS - ENDING $12,415,135.56 *please note that in the Adopted Budget (line-item book) this is budgeted as "Planned Use of Fund Balance" in the revenue category. 75 11/27/2012 137 FACILITIES INTERNAL FORE.xisx OPERATING EXPENSES $29,796,760.00 $31,086,188.00 $25,833,440.62 TRANSFERS (OUT) - CAPITAL CONTRIBUTION - 0.00% 495,657.30 495,657.30 0.00% COUNTY OF OAKLAND FY 2012 YEAR END REPORT INTERNAL SERVICE FUNDS! ENTERPRISE FUND INFORMATION TECHNOLOGY ADOPTED AMENDED FY 2012 BUDGET BUDGET ACTUAL VARIANCE EXPLANATION OF SIGNIFICANT VARIANCES Information Technology • Operations (63600) OPERATING REVENUES; Outside $735,49100 $735,492.00 $853,558.76 $118,066.78 16.05% - Far. Enhanced Access Fees $102,154 due to increased customer Osage; Sale of Equip $46,231; Deferred Land File Tax $47,597 due to increased tax & assessment billings. Partially offset by unfav. Reimb Equalization Services ($15,626) and Outside Agencies ($62,289) due to reduction in external customer requests. Inside 25,697,543_00 25,697,543.00 21,589,349.65 (4,108,193,35) -15.99% - Unfav. 00 Der & Non Gov Des ($3,250,780) due to rates remaining at prior year levels & limited resources available to complete development due to vacancies; OC Dept Ops & Non Gov Ops ($655,982) actuals slightly lower than budget, which includes rate increase of 18% beginning 10/1/11, Also, Clernis Ops unfav ($110,381) due to budget including alloc for non-standard software that may not be needed and Equip Rental ($141,408). Partially offset by fay. Access Fees Non Oakland $50,359. TOTAL OPERATING REVENUE $26433,035.00 $26,433,035.00 $22,442.906.43 ($3,990,126.57) -15.10% $5,252,747.38 16.90% - Flay. Sal 8. FR $2,959,797 due to vacancies & reduction in hospitalization rates_ Offset by unfav. disability due to change in short/long term disability charges effective May 2012: now charged as part of Fringe rate. Deprec $1,072,154 fully deprec equip not reflected In budget projection; Equip Maint $400,181 due to lower than anticipated hardware maint costs; Indirect Cost $476,733; Maint Contract $149,794 due to new office equipment purchases under warranty; Equip Replacement $50,000 due to transfer of office equipment to IT Fund; Communications $232,441 due to rate reductions; Software Lease $403,936, Copier $255,734 and Men Dues $8,549 due to lower than anticipated costs; Service Bureau $75,000 due to phasing out of microfiche costs; Travel $80.950 due to decline in staff attending conferences; Supplies $228,359, Mileage $8,463 & Internal Svc $75,197 based on actual usage. Partially offset by unfav, Prof Svcs ($321,048) for previously approved IT projects. Expend Equip ($642,134)due to equip replacement; Software Maint ($58,673) due to timing of software support; Contracted Svcs ($184,067) due to increase in cost & Charge Card Fees ($18,581) for increase of credit card charges. NET INCOME (LOSS) BEFORE OPERATING TRANSFERS ($3,363,725.00) ($4.653,153.00) ($3,390,532.19) $1.262,620.85 NON-OPERATING REVENUE 290,500.00 290,500.00 76,478.66 (214,021.34) -73.67% Unfav. Interest Income due to lower cash balance than anticipated. TRANSFERS IN 906,676.00 925,008.00 925,008.00 0.00 0.00% NET REV OVER(UNDER) EXP* $2,166,549.001, (3.437,645.00). ($1,893,388.23) $1,048,599.47 TOTAL NET ASSETS - BEGINNING 23,384,307 04 TOTAL NET ASSETS - ENDING $21,490,918.81 *Please note that in the Adopted Budget (line-item book) this is budgeted as 'Planned Use of Fund Balance" in the revenue category OPERATING REVENUES: Outside Inside TOTAL OPERATING REVENUE OPERATING EXPENSES TOTAL NET ASSETS - BEGINNING TOTAL NET ASSETS - ENDING 4,054,863.42 $3,825,960.19 COUNTY OF OAKLAND FY 2012 YEAR END REPORT INTERNAL SERVICE FUNDS ENTERPRISE FUND INFORMATION TECHNOLOGY ADOPTED AMENDED FY 2012 BUDGET BUDGET ACTUAL VARIANCE Information Technology - Telephone Communications (67500) EXPLANATION OF SIGNIFICANT VARIANCES $30,000.00 $30,000.00 $11,895.34 1 (18,104.66) -60.35% Unfav. Sate of Phone External due to reduction in ancifine charges due to the closing of Golden Oaks. 2,814,000.00 2,614,000 00 2,668,274.84 (145,725.16) -5.18% Unfav. Sale of Phone Internal due to reduction in telephone landline rates. $2,844,000.00 12,844,000.00 $2,680,170.18 ($163,829.82) -5.765 $3,458,152.00 $3,447,308.00 12,933,008.26 $513,399.74 14.89% Fay. Sal & FO 1115,415 due lo vacancies & reduction in hospitalization rates_ Offset by unfav, disability due to change in shortlicing term disability charges effective May 2012; now charged as part of Fringe rate_ Indirect Cost $59,135; Tower Charges $7,229 due to decreased pager usage: Deprec $139,360; Sublet Repairs $71,623 due to lower than anticipated repair volume; Supplies $353 and Travel 15,180 based on usage; Comm $92,262, Maint Equip $40,896, Soft Maint $29,802 & Equip Maint $5,554 subsequent to budget. Partially offset by unfav. Voice Mail ($12,496) & Prof Svcs (1,39,685) due to higher than anticipated costs; Exp Equip ($1,036) due to increased demand for equip replacments & Internal Svcs (1193) due to actual usage_ NET INCOME (LOSS) BEFORE OPERATING TRANSFERS ($614,152,00) (1603,308.00) ($253,738.08) $349,569.92 NON-OPERATING REVENUE 30,000.00 30,000 00 24,834.85 (5,165.15) -17,22% Unfav. Interest Income due to lower cash balance than anticipated. TRANSFERS IN - - - - 0.00% TRANSFERS (OUT) - - - 0,00% NET REV OVER(UNDER) EXP* _($584,152,00 ($573,308.00) $344,404,77 Please note that in the Adopted Budget (line-itern book) this is budgeted as 'Planned use of Fund Balance" in the revenue category. OPERATING REVENUES: Outside $4,048,047.00 $404804700 $3,835,146.21 (8212,900.79) 1,951,050.00 1,951,050,00 1,888,663.73 Inside OPERATING EXPENSES $8,609.138.00 $8,564,704.00 $8,170,005.38 COUNTY OF OAKLAND FY 2012 YEAR END REPORT INTERNAL SERVICE FUNDS / ENTERPRISE FUND INFORMATION TECHNOLOGY ADOPTED AMENDED FY 2012 BUDGET BUDGET ACTUAL VARIANCE EXPLANATION OF SIGNIFICANT VARIANCES Information Technology - CLEMIS (53500) -5.26% Unfav, CLEMIS Crash ($173,331) due to less than anticipated agencies participating in Crash program; Rebilled ($35,448) due to connectivity costs & In-Car Terminals External ($297,507) due to reduction in fleet of CLEMIS agencies. Partially offset by fay. Non- Oakland Access Fees $53,567 due to increase in FTE count for US Customs & Border Patrol; Maintenance Contracts $163,604 Livescan maini after warranty; Paris & Access $4,142 for CLEMIS Tech support; Access Fee Oakland $10,880 actual FTE count higher than budget projection & Clemis Citation 861,189 due to increased usage by Oakland and non-Oakland agencies. (62,386.27) -3.20% Unfav. Service Fees ($203,940) for CAD Radio support and DC Dept Ops ($4,941). Partially offset by favIn-Car Terminals Internal $33,310 due to Mobile Data participation count higher than budget projection & Reimb General $113,185 based on actuals for CLEMIS staff supporting Sheriff projects. TOTAL OPERATING REVENUE $5,999,097.00 $5,999.097,00 $5,723,809.94 ($275,287.06) -4.59% $394,698.62 4.61% Fav_Sal & FB $654,097 due to vac & reduction in hospitalization rates. Offset by Liffey_ disability due to change in shortfiong term disability charges effective May 2012; now charged as part of Fringe rate- Fay. Prof Svcs $269,973 due to contractual services funded through grants for Records Management System upgrade; Reblil Svcs $35,630; Equip Maintenance $123,263 due to less than anticipated cost of repairs; Software Main! $311,706 due to timing of maintenance costs; Travel $4,984 due to reduced traveling to conferences; Comm $79,167 due to actual connectivity costs less than anticipated; Printing $16,719 for reduced printing costs; Internal Svcs $386,431 based on actual usage. Offset by unfav. Bank Charges ($80,005) due to cost for paypal services for E- Commerce transactions: Indirect Cost ($53,485); Mileage ($739) and Supplies ($1,549) based on usage; Ad) Pr Yr Exp ($20,897) includes reclass of unallowable grant expense; Deprec ($1,119,589) due to equipment that is fully depreciated; Software Lease ($153,644) for software purchases required by CLEMIS tech support & Exp Equip (857,353) due to equip replacement. NET INCOME (LOSS) BEFORE OPERATING TRANSFERS ($2,619,041.00) ($2,565,607.00) ($2,446,195.44) $119,411.56 NON-OPERATING REVENUE 15,000.00 15.000.00 31,981 80 16,981.80 113.21% Fay, primarily due to Interest Income; higher cash balance than anticipated. TRANSFERS IN 2,044,186.00 2,044,186 00 2,334,186.00 290,003.00 14.19% Fax, due to transfer from the closeout of the Jail Management System project, amount represents the monies needed to complete the Jail Management System integrations with other systems. TRANSFERS (OUT) CAPITAL CONTRIBUTION NET REV OVER(UNDER) EXP* 0.00% 187.500.00 287,500.00 786,768,19 499,268.19 0.00% $363,355.00) ($21(1,921.001. $706,740.55 $925,661.55 TOTAL NET ASSETS - BEGINNING 14,978,635.46 TOTAL NET ASSETS - ENDING $15,685,376.01 Please note that in the Adopted Budget (line-item book) this is budgeted as Planned use of Fund Balance" in the revenue category and Budgeted Equity Ad) in Expenses. 78 TOTAL OPERATING REVENUE $7,325,530.00 OPERATING EXPENSES $8,878,110 00 COUNTY OF OAKLAND FY 2012 YEAR END REPORT INTERNAL SERVICE FUNDS/ ENTERPRISE FUND INFORMATION TECHNOLOGY ADOPTED AMENDED FY 2012 BUDGET BUDGET ACTUAL VARIANCE EXPLANATION OF SIGNIFICANT VARIANCES Information Technology - Radio Communications (53600) OPERATING REVENUES: Outside $7,036,277.00 $6,903,312.00 $6,753,214.88 ($150,097.12) -2,17% Unfav. Outside Agency Revenue ($198,724) due to fewer non-emergency agencies than anticipated and E-911 ($68,198) due to decreased volume of users. Partiaity offset by tam. Refund Pr. Yr Fag $56,564 reimbursement of AT&T connectivity costs to towers and Antenna Site Mgt $60,261. Inside 289,253.00 289,253.00 572,160.79 282,907.79 97.81% Fav. Parts Access $109,941, Reirnb General $190,833 and Productive Labor $8,370 due to MDC repairs for GIC Agencies. Partially offset by enfav. Leased Equipment ($26,204) due to lower than anticipated non-public safety users of the new system_ $7,192,565.00 $7,325,375,67 $132,810.67 1.86% $8,860,903.00 $8,577,510,33 $283,392.67 3.20% Fay. Sal & FE $184,435 due to vac & reduction in hospitalization rates. Offset by unfav. disability due to change in short/long term disability charges effective May 2012; now charged as part of Fringe rate. Maint Contract $380,157 & Indirect Cost $42,252 subsequent to budget projection; Comm $88,210 due to lower rates; Travel $15,000 due to decline in out-of-state training: Special Projects $32,736: Rebillabie Svcs $1,000. Supplies $8,546, Printing $1,558, Utti $25,674 & Internal Svcs $367,339 based on actual usage. Partially offset by unfav. Equip Ma/-it ($32,058) due to higher than anticipated maintenance cost of new system: Prof Svcs ($6,564) due to actual costs higher than budget projection; Tower Charges ($91,699) tower rent for add't sites due to coverage enhancements; Expendabte Equip ($155,752) duo to Next Generation 911 equip replacements; Freight ($4,080); Mileage ($2,160) due to usage; Adj Prior Yr Exp ($1,702): Deprec ($444,162); Software Lease ($60,866) due to the timing of software license purchases for new member agencies and Parts & Access ($64,451) due to warranty coverage of user equipment for the new system. NET INCOME (LOSS) BEFORE OPERATING TRANSFERS NON-OPERATING REVENUE TRANSFERS IN TRANSFERS (OUT) CAPITAL CONTRIBUTION ($1,552,680,00) ($1,668,338.00) ($1,252,134.66) $416,203.34 150,000.00 150,000.00 200,566.20 50,566.20 33.71% Fay, primarily due to Interest Income; higher cash balance than anticipated. - - - - 0.00% (486,000.00) (486,000.00) (486,000.00) 0,30% 0,00% NET REV OVER(UNDER) EXP* ($1,888,580.00 $2,004,338.00) ($1,537,568.46) $466,769,54 TOTAL NET ASSETS - BEGINNING TOTAL NET ASSETS - ENDING Please note that in the Adopted Budget 57,188,242.41 $55,650,673.95 e-item book) this is budgeted as "Planned use of Fund Balance" in the revenue category and Budgeted Equity Ad) in Expenses. TRANSFERS IN TRANSFERS (OUT) NET REV OVER(UNDER) EXP" 430,185.00 430,185.00 417,579.99 (12,605.01) -2.93% 0.00% ($10,917.00) ($3,319.00 ($5,918.21) ($2,599.21) COUNTY OF OAKLAND FY 2012 YEAR END REPORT INTERNAL SERVICE FUNDS / ENTERPRISE FUND INFORMATION TECHNOLOGY ADOPTED BUDGET AMENDED BUDGET FY 2012 ACTUAL VARIANCE EXPLANATION OF SIGNIFICANT VARIANCES Fire Records Management 53100) OPERATING REVENUES: Outside TOTAL OPERATING REVENUES OPERATING EXPENSES NET INCOME (LOSS) BEFORE OPERATING TRANSFERS NON-OPERATING REVENUE $205,995.00 $205,995.00 $193,740.01 (612,254.99) -5.95% $205,995.00 $205,995,00 $193,740.01 ($12,254,99) -5.95% $649,097.00 $641,499.00 $619,640.43 $21,858.57 3.41% ($443,102.00) ($435,504.00) ($425,900.42) $9,603.58 Unfav primarily due to actual Rebilled Charges lower than anticipated. Fay. Sal &FB $14,959 due to reduction in hospitalization rates. Offset by unfav. disability due to change in short/long term disability charges effective May 2012: now charged as part of Fringe rate. Fav. Communications $11,239 due to savings in connectivity costs; Mileage $1,750 and Travel $6,000 due to decrease in staff traveling to off site conferences; Equip Maint $5,000 due to lower than anticipated server maintenance charges; Exp. Equip $10,000 extending useful life of equip. Offset by unfav. Indirect Cost ($15114); Software Rental ($3,105) due to the timing of software license purchases for new member agencies; Software Maint ($2,558) due to increase in maintenance costs, Deprec ($1,850) and Internal Svcs ($3,462) due to actual usage, 2,000 00 2,000.00 2,402.22 402.22 20.11% Fay primarily due to Interest Income; higher cash balance than anticipated TOTAL NET ASSETS - BEGINNING TOTAL NET ASSETS - ENDING Please note that in the Adopted Budget (line-item book) this is budgeted as "Pia 473,173.58 $467,255.37 alance" in the revenue category and Budgeted Equity Adj in Expenses. ad use of Fund M.R. #11316 - 1/19/2012 Circuit Court Personal Protection Order Liaison M.R. #12005 -2116/2012 Circuit Court Restore Foundation Donation M.R. #12000 - 2/16/2012 $ (15,711.00) 50,000.00 (1,898.00) FY 2012 BUDGET AMENDMENTS FY 2012 BUDGET AS ADOPTED - GENERAL FUND/GENERAL, PURPOSE FUNDS $ 416,237,573.00 BUDGET AMENDMENTS M.R. #11219 - 10/5/2011 225.00 County Clerk - Elections Division Board of Canvassers Agreement City of Hazel Park M.R. #11235 - 1015/2011 19,745.00 Health Inland Beach Grant Contract MR. #11239 - 10/5/2011 16,500.00 Sheriffs Office - Automobile Theft Prevention Authority M.R. - 10/20/2011 Board of Commissioners - Tr-Party Road Improvement Program (Planned Use of Fund Balance) M.R. #11245 - Commerce Township $ 42,816.00 M.R. #11247 - Highland Township $ 19,962.00 M.R. #11248 - Independence Township $ 16,950.00 $ 79,728.00 M.R. #11244 10/20/2011 13,995.00 Sheriffs Office - Establishment of Law Enforcement Services Parks and Recreation M.R. #11264 - 11/2/2011 225.00 Clerk/Register of Deeds Board of Canvassers M.R. #11257 - 11/2/2011 7,920.00 HHS Healtth Women Infant Children (WIC) Rent M.R. #11263 - 11/2/2011 $ 245,821.00 HHS Prevention Pilot program M.R. - 11/2/2011 Board of Commissioners Tr-Party Road Improvement Program (Planned Use of Fund Balance) M.R. #11259 - City of Ferndale 24,836.00 MR. #11279 - 11/30/2011 60,466.00 Sheriffs Office Patrol Contract with the City of Pontiac M.R. #11286 - 11/30/2011 $ 143,079.00 Sheriff Prosecuting Attorney NET Grant Acceptance M.R. #11305 - 12/15/2011 M&B FY 2.011 Year End Report Encumbrances $ 288,679.76 Carry Forwards $ 7,175,555.00 $ 7,464,234.76 M.R. #11300 - 12115/2011 $ (221,985.00) Sheriff - Patrol Contract with Highland Township M.R. #11301 12/15/2011 $ (186,155.00) Sheriff - Patrol Contract with Lyon Township M.R. #11319 -12/15/2011 $ (175,808.00) Sheriff - Patrol and Dispatch Contract with Orion Township 81 M.R. #12123 - Auburn Hills M.R. #12121 - Pontiac M.R. #12124 - Bloomfield Township KR. #12130 - Lyon Township M.R. #12125 - Oxford Township M.R. #12129 - Rochester Hills M.R. #12126 - Groveland Township $ 9,167.00 $ 9,167.00 $ 81,686.00 $ 18,448.00 $ 18,549.00 $ 116,667.00 $ 12,613.00 FY 2012 BUDGET AMENDMENTS Health and Human Service - Relocation of Positions to Children's Village M.R. #12021 - 2/16/2012 Sheriff - Dispatch Contract Rates M.R. #12021 - 211612012 Sheriff - Use of Forfeited Funds M.R. #12021 - 211612012 Sheriff - inmate Health Care M.R. #12xxx - 3/22/2012 HHS - Health Division Huron Valley School District Service Agreement Reim Contract Planned Use of Fund Balance M.R. #12xxx -3122/2012 Facilities Management - Licensed Parking Bill Fox Chevrolet Reim Contract Planned Use of Fund Balance M.R. #12xxx - 3/22/2012 Sheriffs Office - Off Road Vehicle Safety Education Program Grant State Grant Planned Use of Fund Balance $ (16,911.00) $ 682,488.00 $ (287,702.00) $ 2,610.00 $ (2,610.00) $ $ 7,000.00 $ (7,000.00) $ $ 2,160,00 $ (2,160.00) $ M.R. #12xxx - 4/1812012 M&B FY 2012 First Quarter Report Transfer In from Motor Pool $ 500,000.00 Adjustments to Treasurer Revenue $ 735,000.00 Adjustments to Sheriff Revenue 6,711.00 Adjustments to Circuit Court Revenue 5,000.00 Adjustments to Prior Year Revenue $ (470,313.00) $ 776,398.00 M.R. #12074 - 4/18/2012 10,000.00 Sheriff - Marine Patrol Contract with Waterford Township MR.- 4/18/2012 Board of Commissioners - Tr-Party Road Improvement Program (Planned Use of Fund Balance) M.R. #12076 - City of Bloomfield Hills 7,858.00 $ 7,858.00 M.R. #12104 - 5/2/2012 (42,642.00) Sheriff - Dispatch Contract with Pontiac M.R. #12102 -5/212012 $ (3,898.00) Sheriff - Marine Patrol Contract with Wolverine Lake M.R. - 5/2/2012 Board of Commissioners - Tr-Party Road Improvement Program (Planned Use of Fund Balance) M.R. #12107 - Village of Ortonville 2,205.00 M.R. #12108 - Orchard Lake $ 30,940.00 $ 33,145.00 M.R. - 5/17/2012 Board of Commissioners - Tr-Party Road Improvement Program (Planned Use of Fund Balance) 82 $ 20,000.00 $ 12,333.00 $ 94,836.00 $ 76,667.00 $ 15,750.00 $ 485,883.00 20,000.00 $ 6,052.00 $ (22,000.00) $ (985,654.00) $ (656,824.00) $ (4,661,643.00) $ (6,320,069.00) 34,314.00 FY 2012 BUDGET AMENDMENTS M.R. #12127 - Addison Township MR. #12132 - City of Wixom M.R. #12120 - City of Troy M.R. #12131 -Walled Lake MR. #12119 - City of the Village of Clarkston M.R. #11260 - 11/30/2011 Public Services - Animal Control - Veterans Dog Tag Program M.R. - 6/712012 Board of Commissioners - Tr-Party Road Improvement Program (Planned Use of Fund Balance) M.R. #12146 - Milford Two 6,667.00 M.R. #12147 - Commerce Twp $ 42,861.00 MR. #12150 - Orion Twp $ 35,621.00 M.R. #12151 - Oakland Twp $ 20,985.00 $ 106,134.00 M.R. - 6/21/2012 Board of Commissioners - Tr-Party Road Improvement Program (Planned Use of Fund Balance) M.R. #12164 - Farmington Hills $ 49,560.00 M.R. #12165 - Highland Twp 5,020.00 M.R. #12167 - Royal Oak Twp $ 56,594.00 M.R. #12168 - White Lake Twp $ 53,333.00 M.R. #12169 City of Southfield $ 157,925.00 $ 322,432.00 M.R. #12157 - 6/21/2012 300.00 County Clerk - Elections Division Board of Canvassers Agreement with White Lake Twp M.R. #12162 6/21/2012 59,620.00 Sheriff - Use of Lab Enhancement Funds for Equipment M.R. #12179 - 7/18/2012 M&B FY 2012 Second Quarter Report Adjust project totals for Tr-Party Road Projects Adjustments to Novi District Court Revenue Adjustments to Sheriff Revenue Adjustments to Health Division Revenue Adjustments to Non - Dept Revenue (Planned Use of Fund Balance) M.R. #12176 - 07/18/2012 Sheriffs Office - Increase in PTNE Hours for the Law Enforcement Services Contract for Parks & Recreation Commission for 2012 M.R. - 08/0112012 Board of Commissioners - Tr-Party Road Improvement Program (Planned Use of Fund Balance) M.R. #12186 - City of Lake Angelus 6,720.00 M.R. #12189 - Rose Township $ 10,000.00 $ 16,720.00 MR. #12190 - 08/01/2012 $ 3,046,418.00 Department of Information Technology and Department of Management and Budget/Equalization Division - Upgrade of Taxing and Assessing Software to BS&A.net Edition M.R. - 08/23/2012 Board of Commissioners - Tr-Party Road Improvement Program (Planned Use of Fund Balance) M.R. #12207 - Novi Township 498.00 M.R. #12209- West Bloomfield Township $ 25,000.00 $ 25,498.00 MR. #12205 - 08/23/2012 $ (31,378.00) Prosecuting Attorney - Revision of the Fiscal Year 2012 Budget 83 FY 2012 BUDGET AMENDMENTS M.R. #12214 -09/05/2012 $ 256,357.00 Sheriffs Office - Use of Forfeited Fund for Equipment M.R. #12223 - 09120/2012 900.00 County Clerk - Elections Division Board of Canvassers Agreement with Bloomfield Twp, Waterford, Berkley M.R. #12229 -0912012012 M & B FY 2012 Third Quarter Forecast Report Prosecutor - Adjustment rev & exp to meet budget task Water Resource Commissioner - Adj to correct 2nd qtr amendment Tr-Party - Planned Use of Fund Balance M.R. #12255 -1011812012 Tr-Party Program - Additional Approp for Proj #49781 - Lyon Twp & South Lyon M.R. #12256 10/18/2012 Tr-Party Program - Additional Approp for Proj #50351 - Waterford Twp M.R. #12xxx - 12/13/2012 M & B FY 2012 Year End Report Adjust Property Tax Revenue Adjust Sheriff Revenue Adjust Clerk Revenue Adjust WRC Revenue Adjust Convention Facility Tax budget to actual receipts $ (88,500.00) $ 67,192.00 2,788.00 $ (18,520.00) 21,179.00 69,583.00 $ 122,000.00 $ 235,000.00 $ 71,000.00 $ 213,000.00 $ 2,758,204,00 $ 3,399,204,00 TOTAL AMENDED BUDGET AS OF 09/30/2012 $ 426,416,101.76 84 County of Oakland Detail of Non-Departmental Sundry Revenues For the twelve months ended September 30, 2012 Garnishment Fees 930.00 Interest and Penalty 7,105.19 Litigation Settlement 271.35 Miscellaneous 40,735,45 NSF Check Fees 5,654.50 Refunds Miscellaneous 206.12 Reimb of Employees Compensation 5,304.25 Service Fees 208.33 Adjustment Prior Years Revenue 0.15 Refund Prior Years Expenditure and Adj of Prior Years Exp 824,478.31 Sale of Equipment 4,296.56 Total $ 889,190.21 County of Oakland Detail of Non-Departmental Sundry Expenditures For the twelve months ended September 30, 2012 Adjustment Prior Years Expense 9,868.00 Auction Expense 19.79 Bank Charges 27,927.79 Fees - Per Diems 1,219.28 Legislative Exp 5,925.00 Miscellaneous 11,705.00 Publishing Legal Notices 2,267,25 Refund Prior Years Revenue 416,266.76 Other Expendable Equipment 39.95 Total $ 475,238.82 85 Animal Control Legacy Fund Children's Village Donation Fund Medical Examiner Library Donation Fund No Haz Waste donations FUND AMOUNT $63,621.44 8,965.55 1,000.00 21,452.00 $95,038.99 COUNTY OF OAKLAND SCHEDULE OF DONATIONS FOR RESTRICTED FUNDS FOR THE YEAR ENDED FY 2012 Prepared by Fiscal Services - 11/14/2012 November 14, 2012 One (1) APC back ups ES550 One hp Laserjet Pro 400 M401DW 1 Five (5) Kaspersky Antivirus Three (3) iPad Cases Tables Chairs FW67kTo—oO-ki COUNTY OF OAKLAND OFFICE OF THE SHERIFF 11/11CHAEL J. BOUCHARD Tim Soave, Manager Fiscal Services Executive Office Building Mr. Soave: Hazel Park Adult Education, which provides educational services for the inmates at the Oakland County Jail, is donating the following items to assist the correctional staff in the various inmate teaching programs, Description Value One (1) Canon imageRunner 8095 (95CPM) 1 11,990.00 1 Three (3) MC705LL/A iPad with W-Fi (16GB) 1,497.00 AppleCare+ for iPad 297.00 Three (3) rolling stands and projectors 10,415.00 Three (3) Promethean Interactive ActivBoard 300Pro 78" 3,966.00 Three (3) MD103LL/A Mac Book Pro 15in 2.3 GHZ 5,097.00 AppleCare Protection Plan 717.00 One (1) Power User Notebook Computer+Soffilvare 1,493.82 One (1) Refrigerator/Freezer/Meat Slicer 4,970.00 Misc. Kitchen Equipment 5 hp Compaq 620 Pro 5 Windows License 208.90 One (1) Logitech HD.Webcam C615 86,63 -11- 119.35 7411 393.01 818.00 149.70 1,014.00 934.00 I 5,126.00 Please letlet me know if you need any further information reference this donation. Thank you. (3iAtAid Major Charles Snarey--1-- Corrections & Satellite/Services Division 87 OAKLAND COUNTY ECONOMIC DEVELOPMENT & COMMUNITY AFFAIRS September 26, 2012 FROM: Dan Hunter, Economic Development & Community Affairk.!..') c6f- TO: Lynn Sonkiss, Fiscal Services SUBJECT: Donations to the Cherry Blossom Tree Planting Ceremony FY 2012 Listed below is a summary of donations received by Economic Development & Community Affairs for the Cherry Blossom Tree Planting Ceremony held May 9, 2012. Name Amount Date Hino Motors ,, _ $500.00 5/16/12 Hino Trucks $500.00 5/16112 Nissan North America $2,000.00 5/16112 Denso $1,000.00 5/16/12 Butzel Long - . $1,000.00 5/16/12 City of Farmington Hills $1,000.00 5/24/12 OCC $1,000.00 5/31/12 Michigan Econ Dev $2,000.00 6/14/12 CB Richard Ellis $500.00 6/18/12 Signature Assocation $1,000.00 6/21/12 Oakland University $1,000.00 9/24/12 TOTAL: $11,500.00 Thank you, Dan Hunter Economic Development & Community Affairs 88 ORN 'Orion Oaks Dog Park Programs - Yappy Pet Expo Deg Park Programs - FidoFest Pet Expo !Dog Park Programs - FidoFest Pet Expo iDog Park Programs - FidoFest Pet Expo REC ;Adaptive Rec - Warren °dick Memorial Golf Outing REC ;Adaptive Recreation - Sun & Fun for Everyone Event RSE ;Natural Resource Management RWP ;Dog Swim Event WBX ;Magic Motorsports Dog Swim Dog Swim RDD RDD RDD WWP WWP ADD ,Walker Field Use - Parking Support GRV ;Air Fair Event Contribution INC !Nature Center Donation , INC Nature Center Donation , INC 'Nature Center Donation INC !Nature Center Donation LYP IDog Park Programs - Flowl-O-Ween Event LYP !Wetland Mitigation Payment OAKLAND COUNTY PARKS & RECREATION COMMISSION Contributions (Donations) - July 1, 2012- Sentember 30 2012 5060201-160930 !Community Service Garden - SPO 5060201-160930 Community Service Garden - SPO 506540 Urban Farmer's Market Progam New Line Productions Addison Oaks ParkTotal ;General RV Center Groveland Oaks Park Total I Misc (Outreach, Tuning Your Tot CD) Misc (Outreach, Tuning Your Tot CD) [Misc (Outreach, Tuning Your Tot CD) I Misc (Outreach, Tuning Your Tot CD) Independence Oaks Nature Center Total Veterinary Care Specialists Road Commision for Oakland Commission Lyon Oaks Park Total l All Under 1 Woof Orion Oaks Park Total 'Fido Personal Dog Training I Longview Boarding and Grooming ;Bingo Pet Salon Red Oaks Dog Park Total !Carl's Golfland , Invacare Corp Recreation Programs & Services Total :MDNR Landowner Incentive Program #75IN2200785 Rose Oaks Park Total !PoochPeople, Inc Red Oaks Waterpark Total [Redline Bike Donation Raffle Contribution Wateford Oaks BMX Total , Maws & Paws LLC I Camp Bow Wow Waterford Oaks Waterpark Total Oakland County Community Corrections Oakland County Community Corrections I MEDC Grant Program Miscellaneou Contributions Grand Total $5,000,00 $5,000.00 $2,000.00 $2,000.00 $10.00 $5.00 $5.00 $12.00 $32.00 $100.00 $4,902,67 $5,002.67 $50.00 $50.00 $100.00 $150.00 $50.00 $300.00 $3,000.00 $250,00 $3,250.00 $3,500.00 $3,500.00 $500.00 $500.00 $255.00 $255.00 $250.00 $250.00 $500.00 $12,000.00 $6,000.00 $25,000.00 $43,000,00 $63,389.67 Page9of [ d , 10100011141M~. 111=1111111! VINNIMP OAK/ -.1filii11111•11k -a.. COUNTY MICHIGAN - renal-10 f eal VW-16M '10-C1 WRITE-OFFS REQUESTED 08/27112 JUpdatedO8l27fl2 AD of the accounts wer deactivated at SO days past d ue to prevent customer access. USER NAME STATU ACCOUNT NAME , AMOUNT LAST ACTIVITY FISCAL YR 1 1 1- EA0 , _ L -_-, , _. c-- ; Credits Total $0.00 A = ACTIVE ACCOUNT L _ N = NOT-ACTIVE ACCOUNT L - REASON/ STATUS EA000003477 N 1COUNTYWIDE APPRAISALS $69.00 10/31/20101 2010-2011 EA000003518 N INDEPENDENT APPRAISER $65.00 10/1/20091 2009-2010 EA000003933 N SILVERPILEN CORP I $13.00 8/31/20101 2010 -1- EA000004038 N-W SKY TITLE AGENCY 1 $214.50 2010 EA000004139 N . AAA ABSTRACTING SRVCS $41.00, 4/30/2010 II 2010 EA000004229 N-MR ,ADEA SYSTEMS I 4/30/2010 2010 EAO00004269N COST SEGRAGATION SRVCS $15.00 3/31120101 2010 EA000004311 N SYNENERGY SITE MANAGEME $56.00 7131/2010 2010 EA000004320 N 'KELLER WILLIAMS NOV $13.00, 7/31/2010 2010 EAOAMERSERV J..W JAMERICAN SERVICING CORP $43.50 3/31/2011 2011 EAOFREEDOM N iFREEDOM DEVELOPMENT GRO $13.00 3/31/2010 2010 7- T -Total Charges $569.00 , _ —IA = ACTIVE ACCOUNT I BK = BANKRUPTCY , FDIC-BANK FAILURE/TAKEN OVER BY FDIC N = NOT ACTIVE ACC-OONT-1 — I , _ MR = MAIL RETURNED MARKED NOT DELIVERABLE W = WENT OUT OF BUSINESS 1 ---T- 90 Resolution #12322 December 13, 2012 Moved by Crawford supported by Jackson the resolutions (with fiscal notes attached) on the Consent Agenda be adopted (with accompanying reports being accepted). AYES: Covey, Crawford, Dwyer, Gershenson, Gingell, Gosselin, Hatchett, Hoffman, Jackson, Long, Matis, McGillivray, Middleton, Nuccio. Potts, Quarles, River, Runestad, Scott, Taub, Weipert, Woodward, Zack, Bosnic. (24) NAYS: None. (0) A sufficient majority having voted in favor, the resolutions (with fiscal notes attached) on the Consent Agenda were adopted (with accompanying reports being accepted). HEREBY APPROVE ThIS RESOLUTION CHIEF DEPUTY COUNTY EXECUTIVE ACTING PURSUANT TO MCL 45.559A (7) STATE OF MICHIGAN) COUNTY OF OAKLAND) Bill Bullard Jr., 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 December 13, 2012, 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 13 th day of December, 2012. EILLLA,,,1 694 Bill Bullard Jr., Oakland County