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HomeMy WebLinkAboutResolutions - 2005.12.08 - 27800MISCELLANEOUS RESOLUTION#05281 BY: FINANCE COMMITTEE, CHUCK MOSS, CHAIRPERSON IN RE: DEPARTMENT OF MANAGEMENT AND BUDGET - FISCAL YEAR 2005 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) 2005; and WHEREAS Statement #1 of the Governmental Accounting, Auditing and Financial Reporting Standards requires that encumbrances and appropriations carried-forward be treated as a reserved fund balance at the year-end and that such amounts be reappropriated 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 2005 General Fund actual revenue fell below budgeted revenue by $ 12,392,641.14. The budgeted amount reflects the Planned Use of Fund Balance; and WHEREAS FY 2005 General Fund actual operating expenditures and transfers fell below budgeted operating expenditures and transfers by $9,152,955.34, rendering overall operating revenues below expenditures for FY 2005 by $3,239,685.80; and WHEREAS the following reserves have been created: $1,487,158.21 for General Fund/General Purpose operations to cover encumbrances and pre-encumbrances obligated through the end of FY 2005 $598,096.82 to cover pre-payments, $270,515.00 for payroll and petty cash; and WHEREAS a designated fund balance, in the amount of $7,000,000 has been created in order to meet future capital facility needs of the County; and WHEREAS Oakland County desires to pursue Phase III of the implementation of the Peoplesoft Financial and Human Resource software and a designation of $4,000,000 would cover the estimated Phase III and beyond implementation costs; and WHEREAS $3,533,397.00 of previously budgeted but unspent funds, designated for carry forwards in the General Fund is requested to be appropriated to departments for use (fund #101 - general ledger account #9407- 079000), as reviewed and recommended by the Department of Management and Budget; and WHEREAS the rates charged by the Information Technology fund do not include an amount required to replace equipment as it depreciates; $3,500,000 as been designated to continue to build a replacement fund for future information technology needs; and WHEREAS, subsequent to the events of September 11, 2001, the Administration reviewed the security of County facilities and operations and a designated fund balance of $3,000,000 has been established to continue funding anticipated improvements recommended as a result of the study; and WHEREAS, pursuant to M.R. #89283, the Board of Commissioners established a Designated Fund 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 restored from current year favorability, resulting from efficiencies achieved due to implementation of approved projects; and WHEREAS a designated fund balance of $3,000,000 is established for general system enhancements for county computing systems; and FINANCE COMMITTEE Motion carried unanimously on a roll call vote with Melton absent. 3 WHEREAS a designated fund balance of $2,500,000 is established to fund the consolidation of Drain Commissioner software programs for permitting, maintenance management, inventory tracking and work order management; and WHEREAS, with the implementation of "Thin Client Computing" through Information Technology, a designated fund balance of $2,000,000 has been established to fund the anticipated costs; and WHEREAS, due to the increase in the number of data security threats, a designated fund balance has been continued at $1,500,000 to fund the technology necessary to protect data privacy and security; and WHEREAS the implementation of the COPS MORE grant, as well as the continued success of the CLEMIS system, has increased the demand for professional services and excess local match; a designated fund balance of $1,086,000 has been established to meet the increased service demands; and WHEREAS a designated balance in the amount of $991,244 has been established to support the continuing development of a county-wide Fire Records Management system by adding additional servers, web sites and fund projects for medical, EMS, wireless, and hot spots; and WHEREAS Oakland County and other local governments have appealed a ruling regarding the State Tax Commission's rate table calculations of personal property taxes for public utilities; a designated fund balance of $500,000 has been established to cover remaining cost related to the lawsuit of the utility case in process of being settled; and WHEREAS a $250,000 designated fund balance has been created for the Board of Commissioners to utilize on special projects; and WHEREAS efforts are continuing to seek out new grants to assist Oakland County with enhancing operations and new programs, and a designated fund balance has been set aside for new grant opportunities in the amount of $200,000; and WHEREAS, pursuant to M.R. #01249, the Board of Commissioners authorized the elimination of the separate County Library Fund and required that the remaining balance in that fund, including accrued interest, be transferred to the General Fund; and designated fund balance in the amount of $66,621 reflecting the remaining Library Fund balance, has been included for the Library's use; and WHEREAS the Equalization Division and Purchasing Division have participated in the Cost Reduction Incentive Management Program (CRIMP); a designated fund balance of $38,522 is required to cover payment to these divisions based on verified annual savings; and WHEREAS additional equipment, supplies and programs are recommended for Emergency Response and Preparedness Operations and therefore funding of $20,760 will be designated for this purpose; and WHEREAS a designated fund balance, in the amount of $200,000, has been created to cover anticipated Human Resources - Legal Expenses associated with Sheriff Deputy union contract negotiations; and WHEREAS a designated fund balance, in the amount of $500,000, has been created for the Human Resources Department to conduct a County-wide salary structure study; and WHEREAS the Board of Commissioners has recommended to establish a Criminal Justice Coordinating Unit, and $500,000 has been designated to initially start the unit and to fund the collection of data; and WHEREAS a designation of $6,000,000 has been established for both FY 2006 and FY 2007, to cover the increased retiree health care contribution resulting from the Governmental Accounting Standards Board (GASB) requirements to move calculated retiree health care liability from 40 years to 30 years; and WHEREAS the Federal Government is funding construction of the Great Lakes National Cemetery in Northern Oakland County, and a designated fund balance, in the amount of $96,870, has been created to cover the initial local match cost of paving the road, with local match costs to be offset by donation in subsequent years; and WHEREAS a designated fund balance, in the amount of $1,500,000, has been created to fund the development of alternative programs related to reducing jail population in Oakland County; and WHEREAS the Public Works Building is in need of renovation to improve the building's accessibility, as well as the working conditions, and $300,000 has been designated to fund the project; and WHEREAS, in the event of a Public Health outbreak or disaster from the Avian Flu, the County has taken a proactive approach by establishing a designated fund balance, in the amount of $1,500,000, in response to such an occurrence; and WHEREAS the Building and Liability Insurance Fund, is the County's self- insurance reserve, and the fund balance was reduced due to an extraordinary payout, a designated fund balanced in the amount of $1,000,000 has been established to restore the reserve in order to cover potential catastrophic events; and WHEREAS per M.R. #03043 a Budget Transition Fund was created to account for appropriation reductions and revenue enhancements implemented in FY 2003 and FY 2004, to mitigate the severity of budget reductions required to balance the County's budget for FY 2004, FY 2005 and FY 2006; a designated fund balance has been updated to reflect needs for FY 2006 ($680,015), FY 2007 ($4,000,000), the balance of which is available for future years ($3,600,000); and WHEREAS a budget amendment to the Fringe Benefit Fund is necessary to fund additional Fringe Benefit charges of ($4,000,000) due to the change in the actuarial assumption to pay off accrued liability for retiree health care from 40 to 30 years; and WHEREAS a budget amendment is recommended to recognize additional Investment Income of $1,773,000 due to the increase in interest rates; and WHEREAS, per union contract settlements within the Sheriff's Department, a budget amendment of $991,983 is recommended for the Sheriff's Salary and Fringe Benefit Adjustment to account for union settlement accrual, which can be offset by favorable revenue received from Diverted Felon collected from the State; and WHEREAS a budget amendment in the amount of $9,980 is requested to transfer funds from favorability within the Veteran's Division Soldier's Burial account to the Motorpool Fund for the Van ADA equipment (roof extension and wheelchair lift) used to transport veterans; and WHEREAS donations have been received by the Medical Care Facility - $31,061.55; Parks and Recreation - $13,627.25; Planning and Economic Development Services - $28,830; Health Division - $1,548.33; and WHEREAS donations have been received by Oakland County Restricted Funds totaling $44,701.75, which includes the following funds: Animal Control Legacy, L. Pernick Memorial, Medical Examiner Family Grief Counseling, Medical Examiner Library Donation, No Raz Waste Donations, Children's Village Donation, Probate Court Trust, and the Easter Egg Hunt; and NOW THEREFORE BE IT RESOLVED that the Board of Commissioners accept the report of operations for Fiscal Year 2005 and the results of operations by line-item after inclusion of expenditures, accruals, encumbrances, appropriations carried-forward, transfers, adjustments, and closing entries is approved. BE IT FURTHER RESOLVED that various line items in the FY 2005 General Fund / General Purpose Budgets be amended to include $1,487,185.21 outstanding purchase orders as detailed in the attached schedules. BE IT FURTHER RESOLVED adjustments to the fund balance be approved as follows: Balance Before Adjustments (result from FY 2005 activity ($3,239,685.80) Add to General Fund Balance: Prior Years Encumbrances & Carried Forwards $ 1,340,874.36 Decrease in Payroll & Petty Cash 82,675.00 $ 3,533,397.00 Total General Fund Revenue $ 3,533,397.00 9010101-196030-665882 Planned use of Fund Balance Decrease in Prepaids 488,477.72 County Library 48,856.00 CRIMP 1.649.00 Future Technology Replacement 178,000.00 E-Health 572,899.00 Fire Records Management 8,756.00 Tax Tribunal Appeals 8,500,000.00 West Nile Virus Program 500,000.00 Community Corrections Database 60,000.00 Jail Diversion - Mentally In 65,000.00 Emergency Operations Center Upgrade 167,240.00 Drain Master Plan 1,493,924.31 Succession Plan Merit System Study 500,000.00 Transport Bus 68,452.00 FIA (County Wards) 1,100,000.00 Doctors/Hospitals (Indigents) 500 1 000.00 Sheriff Dispatch 725,000.00 Out County Inmate Housing 1,500,000.00 Comcast/Web Site 675,000.00 Budget Transition FY 2005 3,099,668.00 Budget Transition FY 2007 & beyond 4,349,126.00 Financial System Phase II 3,671,938.00 Adjusted Total Including Additions $29,697,478.39 Deduct from General Undesignated Fund Balance: Security Enhancements $( 1,299,447.00) IT Thin Client ( 520,419.00) Capital Improvement Reserve ( 1,700,000.00) H R Comp/Work Force Planning ( 500,000.00) H R Legal ( 200,000.00) Carry Forwards ( 720,041.26) Criminal Justice Coord. Startup ( 500,000.00) VEBA 2006 ( 6,000,000.00) VEBA 2007 ( 6,000,000.00) Veterans Cemetery Road Paving ( 96,870.00) Jail Alternative Program Study ( 1,500,000.00) Public Works Building Renovation ( 300,000.00) Avian Flu/Pandemic Response ( 1,500,000.00) Building and Liability Insurance Fund ( 1,000,000.00) Budget Transition FY 2008 ( 3,600,000.00) Total Subtractions to General Fund Balance $(25,436,777.26) Adjusted Total including Additions/Subtractions $( 1,021,015.33) Undesignated Fund Balance At Beginning of Year $ 450,397.52 Undesignated Fund Balance At the End of Year $ 1,471,412.85 BE IT FURTHER RESOLVED that $3,533,397 from the FY 2005 Designated Fund Balance for Carry Forwards be appropriated in FY 2006, as specified below, for departmental use: GENERAL FUND (#10100) Revenue Expenditures 1010115-115090-750154 County Exec-Expend. Equip 1010115-115090-750567 County Exec-Educational. Supp $ 17,903.00 5,000.00 (,o 9010101-153010-740135 Non-Dept. RCOC NW Highway Ext. 9090101-989999-788001-20221 Trfr to Public Health Fund Total General Fund Expenditures HEALTH FUND (#20221) 9090101-989999-695500-10100 Transfer from General Fund Total Health Fund Revenues 1060261-134790-731682 Health Div - Satellite Ctrs Total Health Fund Expenditures 1020501-173040-731458 1020501-186020-750154 1060101-133010-730863 1090101-171000-731213 1090101-171000-750154 1090201-171000-730205 1090201-171000-731780 1090201-171000-731388 1090201-171000-731458 3020201-121020-760126 3020401-121020-750399 3020401-121020-760126 3020501-121020-760126 3020301-121020-730800 3020301-121020-760126 3010101-121100-731822 3010101-121100-750154 3010201-121100-750154 3040101-121080-731822 5010101-180020-731500 6010101-155010-731458 Equalization - Prof. Svs. Equalization - Exp. Equip Human Svc Admin - Prof. Sys Econ Dev Admin - MDP's Econ Dev Admin - Exp Equip PEDS - Business Recruitment PEDS - Data Process Dev PEDS - Printing PEDS - Profess Sys 52-1 DC - Misc Cap Outlay 52-3 DC - Office Supplies 52-3 DC - Misc Cap Outlay 52-4 DC - Misc Cap Outlay 52-2 DC - Grant Match 52-2 DC - Misc Cap Outlay Circuit Ct - Special Projects Circuit Ct - Exp. Equip Circuit Ct - Exp. Equip Probate Court - Special Projects BOC - Public Information Drain Comm - Professional Sys 56,719.92 18,291.40 6,250.00 10,000.00 874.95 12,000.00 5,685.00 66,500.00 89,250.00 5,301.00 8,000.00 5,301.00 5,300.00 8,968.94 5,300.00 65,435.00 50,506.00 3,967.00 7,752.00 64,102.40 946,106.42 2,000,000.00 68,882.97 $ 3,533,397.00 68,882.97 68,882.97 68,882.97 68,882.97 BE IT FURTHER RESOLVED that $4,000,000 be transferred from the General Fund to the Fringe Benefit Fund due to recognize the change in actuarial assumption to fund accrued liability for retiree health care from 40 to 30 years and the FY 2005 Budget be amended as follows: GENERAL FUND (#10100) Revenue 90-160000-13000-1505 Expenditures 90-290000-25000-2872 90-290000-25000-6030 90-210000-21000-2074 Investment Income Total General Fund Revenue Grant Match IT Development Transfer to FB Fund Total General Fund Exp. $ 1,773,000.00 $ 1,773,000.00 $(1,400,000.00) ( 827,000.00) 4,000,000.00 $ 1,773,000.00 FRINGE BENEFIT FUND (#67800) Revenue 91-1510100-10000-0479 Expenditure 91-250100-10000-3514 Transfer from General Fund Total FB Fund Revenue Retiree's Hospitalization Total FB Fund Expenditure Change in Fund Equity $ 4,000,000.00 $ 4,000,000.00 $ 4,000,000.00 $ 4,000,000.00 $_ 0 Diverted Felon Total General Fund Revenue $ 991,983.00 $ 991,983.00 Salaries $ 333,390.00 Fringe Benefits 50,652.00 Fringe Benefits 607,941.00 Total General Fund Exp. $ 991,983.00 BE IT FURTHER RESOLVED that the FY 2005 Sheriff's Department Salary and Fringe Benefits budget be amended by $991,983 to account for union settlement accrual as follows: GENERAL FUND (#10100) Revenue 43-0143301-21400-0452 Expenditures 43-023401-20000-2001 43-023201-10000-2074 43-023601-34200-2074 BE IT FURTHER RESOLVED that $9,980 be transferred from the Veteran's Division Soldier Burial Account to the Motorpool Fund for costs associated with adding a roof extension and wheelchair lift to the van for transporting veterans as follows: Veteran's Soldiers Burial $( 9,980.00) Veteran's Trf. to Motorpool 9,980.00 Total General Fund Exp. 0 GENERAL FUND (#10100) Expenditures 17-302200-32500-3604 17-301300-98661-8001 MOTORPOOL FUND (#66100) Revenue 13-661003-98101-1701 Motorpool Trf. From GF Total Motorpool Revenue Change in Fund Equity 9,980.00 9,980.00 9,980.00 Chairperson, on behalf of the Finance Committee, I move adoption of the foregoing resolution. FINANCE COMMITTEE L. BROOKS PATTERSON, OAKLAND COUNTY EXECUTIVE Laurie Van Pelt, Director Wm. Art Holdsworth, Deputy Director COAKLAND; COUNTY MICHIGAN DEPARTMENT OF MANAGEMENT AND BUDGET TO: Members of the Finance Committee FROM: Laurie Van Pelt, Director, Management and Budget 0)" Art Holdsworth, Deputy Director, Management and Btdget Tim Soave, Manager, Fiscal Services Nancy Fournier, Chief, Fiscal Services LaVerne Smith, Supervisor of Fiscal Services SUBJECT: Letter of Transmittal - Fiscal Year 2005 Year End Report DATE: December 1, 2005 FY 2005 YEAR END REPORT Attached please find the Fiscal Year (FY) 2005 Year End Report. As a result of FY 2005 activity General Fund/General Purpose (GF/GP) operations (all operations except grants and internal service funds) generated an additional $5,667,070.07 in revenue above (when use of fund balance is included) and expended $9,152,955.34 less than budget. Of the unexpended $9,152,955.34, $3,533,397 was budgeted in departments and is requested to be carried forward to FY 2006 to finish projects or programs. Revenue Variance Add back — Planned use of Fund Balance Revenue Variance (Comparing Actual to Approved Plan) Expenditure Variance (Comparing Actual to Approved Plan) Net Variance from FY 2005 Activity $(12,392,641.14) 18,059,711.21 $ 5,667,070.07 9,152,955.34 $ 14,820,025.41 (Please note, however, that under Generally Accepted Accounting Principles (GAAP), the planned use of fund balance is not recorded. Negative budget variances are simply "covered" by fund balance. Therefore, the County's financial records will report an overall unfavorability of $3,239,685.80 in the General Fund / General Purpose (GF/GP) operations.) REVENUES Actual GF/GP revenues are 1.20% more than budget or $5,667,070. The majority of the favorability is the result of the following events: A. GENERAL FUND — CHARGES FOR SERVICES — Favorable: $3,761,573 • This favorability primarily results from an unanticipated continuance of activity regarding Land Transfer tax and new mortgages as reflected in the Clerk's Register of Deeds revenue. The result is $3,629,847 favorability. EXECUTIVE OFFICE BUILDING 34 EAST • 1200 N TELEGRAPH RD DEPT 409 • PONTIAC MI 48341-0409 • (248) 858-2163 • FAX (248) 858-9172 • Combined revenue from 52nd District Courts is favorable $1,195,331 due to increased caseload and fee increases. • Favorable revenues are partially offset by unfavorable revenues in the Treasurer's Office ($431,145) due to adjustments for Industrial Facilities Tax abatements. • Commission on public telephones is short ($285,405) due to a change in vendor and contract. B. GENERAL PURPOSE FUNDS — INTERGOVERNMENTAL - Favorable: $1,345,960 • Favorability is the result of State funding for the significant number of State Ward cases and reimbursement for Indirect Costs. C. GENERAL FUND - TRANSFERS - Favorable: $791,491 • Treasurer's Office is favorable $773,026 mostly due to increased interest and penalties on collections in the Delinquent Tax Revolving fund. EXPENDITURES In total, expenditures were 1.93% less than budget or $9,152,955. This is mostly the result of personnel turnover in numerous departments. The fringe benefit rate to departments for employee hospitalization was increased to reflect Blue Cross illustrative rates. Most departments were able to absorb this increased cost due to turnover. Favorability is partly offset by unfavorable contractual expenditures and overtime costs. The only Department that experienced overall unfavorability was the Sheriffs Department. A. SHERIFF — Unfavorability ($3,307,679) is mostly due to three factors: Increased Fringe Benefits, Overtime and related fringes and Prisoner Medical Costs. Unfavorable expenditures were partially offset by favorable revenue collected on behalf of the Sheriff $199,257. • Fringe benefits were unfavorable approximately $1,207,000 due to the increase in hospitalization rates to the department. • Overtime and related fringe benefits were unfavorable $2,075,000 mostly in Corrective Services both at the main jail and at Satellite facilities due to a higher prisoner population. • Medical Services-Physicians, Contracted Services, Groceries, Professional Services and Outside prisoner housing are also unfavorable due to higher prisoner population. Amended Budget 09/30/05 Budget Amendments Adopted Budget 10/01/04 16,409,165.93 5,921,561.84 1,253.33 89,851.45 22,421,832.55 27,599,342.22 460,970,763.14 27,599,342.22 $ 460,970,763.14 $ COUNTY OF OAKLAND REVENUES AND EXPENDITURES FOR GOVERNMENTAL FUNDS FOR THE FISCAL YEAR ENDED SEPTEMBER 30, 2005 Transfers Revenues Collections and Expenditures before Adjustments Total Revenues/ Expenditures and Transfers Revenues/ Uncollected Unencumbered Encumbrances Balance REVENUES: General Fund: Taxes Intergovernmental Charges for Services Miscellaneous Transfers Sub-Total General Fund General Purpose Funds: Intergovernmental Charges for Services Donations Miscellaneous Sub-Total GIP Funds Total Budged Funds Resources Carried Forward TOTAL GOVERNMENTAL RESOURCES $ 225,515,000.00 42,871,209.00 76,726,228.00 1,666,394.00 6,040,332.00 352,819,163.00 13,597,419.00 7,329,089.00 20,926,508.00 373,745,671.00 3,099,668.00 $ 376,845,339.00 $ 74,185,650.00 (20,452,227.00) 4,009,082.00 2,728,653.07 20,767,519.00 81,238,677.07 1,465,787.00 (1,146,442.00) 319,345.00 81,558,022.07 14,960,043.21 $ 96,518,065.28 $ 299,700,650.00 22,418,982.00 80,735,310.00 4,395,047.07 26,807,851.00 434,057,840.07 15,063,206.00 6,182,647.00 21,245,853.00 455,303,693.07 18,059,711.21 $ 473,363,404.28 $ 299,382,244.92 22,553,000.23 84,306,083.24 4,708,259.98 410,949,588.37 16,409,165.93 5,921,561.84 1,253.33 89,851.45 22,421,832.55 433,371,420.92 $ 433,371,420.92 27,599,342.22 27,599,342.22 $ 299,382,244.92 $ 22,553,000.23 84,306,083.24 4,708,259.98 27,599,342.22 438,548,930.59 - $ (318,405.08) 134,018.23 3,570,773.24 313,212.91 791,491.22 4,491,090.52 1,345,959.93 (261,085.16) 1,253.33 89,851.45 1,175,979.55 5,667,070.07 (18,059,711.21) $ (12,392,641.14) 31,000.00 266,443.00 297,443.00 69,100.00 56,165.00 125,265.00 EXPENDITURES: Administration of Justice: Circuit Court 52nd District Court Probate Court Total Administration of Justice Law Enforcement: Prosecuting Attorney Sheriff Total Law Enforcement General Government: Clerk/Register of Deeds Treasurer Board of Commissioners Drain Commissioner Total General Government $ 42,353,337.00 $ 7,658,374.27 $ 50,011,711.27 $ 48,426,776.67 15,514,204.00 689,897.63 16,204,101.63 15,636,585.70 5,468,628.00 305,894.77 5,774,522.77 5,502,225.67 63,336,169.00 8,654,166.67 71,990,335.67 69,565,588.04 17,082,462.00 1,135,230.24 18,217,692.24 17,389,023.38 112,298,859.00 3,958,490.50 116,257,349.50 118,740,540.63 129,381,321.00 5,093,720.74 134,475,041.74 136,129,564.01 12,237,298.00 (544,510.41) 11,692,787.59 11,324,999.22 3,483,342.00 116,880.13 3,600,222.13 3,303,403.38 5,458,294.00 99,962.66 5,558,256.66 5,107,484.53 4,892,780.00 1,705,010.83 6,597,790.83 5,14.4,803.44 26,071,714.00 1,377,343.21 27,449,057.21 24,880,690.57 $ 48,426,776.67 $ 15,636,585.70 5,502,225.67 69,565,588.04 17,420,023.38 119,006,983.63 136,427,007.01 11,324,999.22 3,303,403.38 5,176,584.53 5,200,968.44 25,005,955.57 21,436.16 $ 1,563,498.44 1,844.95 565,670.98 8,818.46 263,478.64 32,099.57 2,392,648.06 4,690.20 792,978.66 558,044.78 (3,307,678.91) 562,734.98 (2,514,700.25) 16,682.42 351,105.95 3,977.02 292,841.73 29,679.89 351,992.24 20,460.23 1,376,362.16 70,799.56 2,372,302.08 comye04.xls County Executive: County Executive Administration Management and Budget Central Services Facilities Management Human Resources Human Services Public Services Workforce Development Economic Dev. & Community Affairs Total County Executive Total Departments Non-Departmental Appropriations TOTAL GOVERNMENTAL EXPENDITURES GOVERNMENTAL FUNDS: Revenues Expenditures Excess Revenues over/(under) Expencil 77,329.70 289.00 0.00 0.00 23,481.87 171,868.91 142,067.81 406,513.81 821,551.10 COUNTY OF OAKLAND REVENUES AND EXPENDITURES FOR GOVERNMENTAL FUNDS FOR THE FISCAL YEAR ENDED SEPTEMBER 30, 2005 Amended Budget 09/30/05 473,363,404.28 (473,363,404.28) 8,364,098.81 21,238,521.23 2,714,698.20 1,554,596.72 5,249,201.90 58,236,416.83 15,924,629.30 35,077.00 7,368,959.57 120,686,199.56 354,600,634.18 22,219,050.18 74,299,015.10 118,762,770.10 5 96,518,065.28 $ 473,363,404.28 Adopted Budget 10/01/04 7,783,417.00 19,964,546.00 2,467,168.00 1,546,033.00 4,799,219.00 55,295,626.00 15,081,104.00 35,000.00 6,620,267.00 113,592,380.00 332,381,584.00 44,463,755.00 376,845,339.00 376,845,339.00 (376,845,339.00) Budget Amendments 580,681.81 1,273,975.23 247,530.20 8,563.72 449,982.90 2,940,790.83 843,525.30 77.00 748,692.57 7,093,819.56 96,518,065.28 (96,518,065.28) Revenues Collections and Expenditures before Adjustments 7,945,259.54 20,280,216.20 2,586,214.42 1,459,373.91 4,936,648.90 57,588,169.88 15,488,864.04 23,176.94 6,127,493.99 116,435,417.82 347,011,260.44 20,840,231.69 $ 367,851,492.13 433,371,420.92 (367,851,492.13) $ 65,519,928.79 Transfers 46,444.00 75,000.00 85,480.00 206,924.00 629,632.00 94,242,139.60 $ 94,871,771.60 27,599,342.22 (94,871,771.60) $ (67,272,429.38) Revenues/ Uncollected Unencumbered Encumbrances Balance 7,991,703.54 20,280,216.20 2,661,214.42 1,459,373.91 4,936,648.90 57,588,169.88 15,574,344.04 23,176.94 6,127,493.99 116,642,341.82 347,640,892.44 1,487,185.21 115,082,371.29 3,680,398.81 $ 462,723,263.73 $ 1,487,185.21 S 9,152,955.34 460,970,763.14 (12,392,641.14) (462,723,263.73) (1,487,185.21) 9,152,955.34 $ (1,752,500.59) $ (1,487,185.21) $ (3,239,685.80) Total Revenues/ Expenditures and Transfers 295,065.57 958,016.03 53,483.78 95,222.81 289,071.13 476,378.04 208,217.45 11,900.06 834,951.77 3,222,306.64 5,472,556.53 Adjustments to Undesignated General Fund Balance: Add to General Fund Balance: Prior Years Encumbrances & Carry Forwards Decrease in Payroll & Petty Cash Decrease in Prepaids County Library CRIMP Future Technology Replacement E-Health Fire Records Management Tax Tribunal Appeals West Nile Program Community Corrections Database Jail Diversion - Mentally ill Emergency Operations Center Upgrade Drain Master Plan Succession Plan Merit System Study 1,340,847.36 82,675.00 488,447.72 48,856.00 1,649.00 178,000.00 572,899.00 8,756.00 8,500,000.00 500,000.00 60,000.00 65,000.00 167,240.00 1,493,924.31 500,000.00 comye04.xls Revenues Collections and Adopted Amended Expenditures Budget Budget Budget before 10101104 Amendments 09/30/05 Adjustments Transport Bus FIA (County Wards) Doctors/Hospitals (Indigents) Sheriff Dispatch Out County Inmate Housing ComcastNVeb Site Budget Transition FY2005 Budget Transition FY2007 & Beyond Financial System Phase II Total Additions to General Fund Balance Deduct From Undesignated Fund Balance Security Enhancements IT Thin Client Capital Improvement Reserve H R Comp/Work Force Planning H R Legal Carry Forwards Criminal Justice Coor. Startup VEBA 2006 VEBA 2007 Veterans Cemetery Road Paving Jail Alternative Program Startup Public Works Building Renovation Avian Flu/Pandemic Response Building and Liability Insurance Fund Budget Transition FY2008 Total Subtractions to General Fund Balance Adjusted Total Including Additions and Subtractions Balance at Beginning of Year Transfers COUNTY OF OAKLAND REVENUES AND EXPENDITURES FOR GOVERNMENTAL FUNDS FOR THE FISCAL YEAR ENDED SEPTEMBER 30, 2005 Total Revenues/ Revenues/ Uncollected Expenditures Unencumbered and Transfers Encumbrances Balance 68,452.00 1,100,000.00 500,000.00 725,000.00 1,500,000.00 675,000.00 3,099,668.00 4,349,126.00 3,671,938.00 29,697,478.39 (1,299,447.00) (520,419.00) (1,700,000.00) (500,000.00) (200,000.00) (720,041.26) (500,000.00) (6,000,000.00) (6,000,000.00) (96,870.00) (1,500,000.00) (300,000.00) (1,500,000.00) (1,000,000.00) (3,600,000.00) (26,436,777.26) 1,021,015.33 450,397.52 Undesignated Fund Balance at End of Fiscal Year $ 1,471,412.85 comye04.xls 104,016.19 104,016.19 67,852.72 60.00 67,912.72 ENCUMBRANCES FISCAL YEAR ENDED SEPTEMBER 30, 2005 Fund: General Fund Department: 11 County Executive 77,329.70 12 Management and Budget 289.00 13 Central Services 0.00 14 Facilities Management 0.00 15 Personnel 23,481.87 16 Human Services 0.00 17 Public Services 142,067.81 19 Comm & Economic Development 406,513.81 21 Clerk - Register of Deeds 16,682.42 22 Treasurers Office 3,977.02 32 District Court 1,844.95 34 Probate Court 8,818.46 35 Circuit Court 21,376.16 41 Prosecuting Attorney 4,690.20 43 Sheriff 558,044.78 51 Board of Commissioners 29,679.89 61 Drain Commissioner 20,460.23 90 Non - Departmental 0.00 Total General Fund 1,315,256.30 Fund: Public Health Department: 16 Human Services Total Public Health Fund: Juvenile Maintenance Department: 16 Human Services 35 Circuit Court Total Juvenile Maintenance Total GF/GP Fund's Encumbrances 1,487,185.21 i $1,315,256.30 598,096.82 270,515.00 2,183,868.12 $2,183,868.12 7,000,000.00 4,000,000.00 3,533,397.00 3,500,000.00 3,000,000.00 3,000,000.00 3,000,000.00 2,500,000.00 2,000,000.00 1,500,000.00 1,086,000.00 991,244.00 500,000.00 250,000.00 200,000.00 66,621.00 38,522.00 20,760.00 36,186,544.00 6,000,000.00 6,000,000.00 1,500,000.00 1,500,000.00 1,000,000.00 500,000.00 500,000.00 300,000.00 200,000.00 96,870.00 17,596,870.00 680,015.00 4,000,000.00 3,600,000.00 8,280,015.00 1,471,412.85 62,063,429.00 1,471,412.85 Total General Fund Equity . $65,718,709.97 OAKLAND COUNTY, MICHIGAN GENERAL FUND EQUITY AS OF SEPTEMBER 30, 2005 Description Reserves Encumbrances & Preencumbrances Prepaids Payroll and Petty Cash Total Reserved Continuing Designations Capital Improvement Reserve Financial System Phase III and beyond Carry Forwards Future Technology Replacement Security Enhancements Operational Improvements System Enhancement - General Drain - Oper. & Maint system consolidation IT Thin Client Data Privacy and Security CLEMIS Match for COPS MORE Grant Fire Records Management Tax Tribunal Appeals Board of Commissioners' Projects New Grant Match opportunities County Library CRIMP Emergency Operations Center Upgrade Continuing Designations New Designations VEBA 2006 VEBA 2007 Jail Alternative Program Startup Avian Flu/Pandemic Response Building & Liablilty Insurance Fund HR Compensation/workforce planning Criminal Justice Coor Startup Public Works Building Renovation HR legal Veteran's Cemetery Road paving New Designations Budget Transition FY 2006 FY 2007 FY 2008 and beyond Budget Transition Total Designations Total Undesignated Unreserved CRIMP funds of $38,522 are available for Purchasing Division - $3,102 and Equalization Division - $35,420. 13 0.00 0.00 0.00 (2,246,875.00) 0.00 (3,671,938.00) 0.00 0.00 (572,899.00) (500,000.00) (2,813,355.74) 0.00 (24,692.00) 0.00 (8,756.00) 0.00 (1,649.00) (675,000.00) (60,000.00) 0.00 (167,240.00) 0.00 (72,978.00) (68,452.00) (1,493,924.31) (725,000.00) 0.00 0.00 (277,690.00) (500,000.00) 0.00 (13,880,449.05) 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 $0.00 0.00 1,086,544.54 353,190.00 1,439,734.54 5,300,000.00 9,000,000.00 1,700,553.00 1,431,125.00 3,000,000.00 0.00 4,000,000.00 1,479,581.00 0.00 0.00 0.00 1,086,000.00 90,785.00 250,000.00 991,244.00 500,000.00 38,522.00 0.00 0.00 65,000.00 20,760.00 1,500,000.00 127,022.00 0.00 0.00 0.00 1,500,000.00 3,000,000.00 822,310.00 0.00 2,500,000.00 38,402,902.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 680,015.00 8,349,126.00 0.00 9,029,141.00 710,150.72 48,142,193.72 $49,581,928.26 1,315,256.30 (488,447.72) (82,675.00) 744,133.58 1,700,000.00 (8,500,000.00) 1,299,447.00 2,068,875.00 520,419.00 3,533,397.00 (24,164.00) (500,000.00) (65,000.00) 72,978.00 (1,500,000.00) (822,310.00) (2,216,358.00) 200,000.00 500,000.00 500,000.00 6,000,000.00 6,000,000.00 96,870.00 1,500,000.00 300,000.00 1,500,000.00 1,000,000.00 17,596,870.00 0.00 0.00 680,015.00 (4,349,126.00) 4,000,000.00 3,600,000.00 3,600,000.00 (749,126.00) 8,280,015.00 761,262.13 1,471,412.85 15,392,648.13 63,534,841.85 $16,136,781.71 $65,718,709.97 1,315,256.30 0.00 598,096.82 270,515.00 2,183,868.12 7,000,000.00 500,000.00 3,000,000.00 3,500,000.00 3,000,000.00 0.00 4,000,000.00 2,000,000.00 0.00 0.00 3,533,397.00 1,086,000.00 66,621.00 250,000.00 991,244.00 0.00 38,522.00 0.00 0.00 0.00 20,760.00 1,500,000.00 200,000.00 0.00 0.00 0.00 0.00 3,000,000.00 0.00 0.00 2,500,000.00 36,186,544.00 200,000.00 500,000.00 500,000.00 6,000,000.00 6,000,000.00 96,870.00 1,500,000.00 300,000.00 1,500,000.00 1,000,000.00 17,596,870.00 $1,137,929.01 (1,137,929.01) 1,086,544.54 353,190.00 2,577,663.55 0.00 0.00 (1,137,929.01) OAKLAND COUNTY, MICHIGAN CHANGES IN GENERAL FUND EQUITY DURING FY 2005 Year End Changes Fund General Fund Total Adjustments Adjusted General Equity to Equity Fund Equity as of 9130104 During FY 2005 FY 2005 General Fund Equity as of 9/30/05 Reserves Encumbrances & Preencumbrances Long term advances Prepaids Payroll and Petty Cash Total Reserved Continuing Designations Capital Improvement Reserve 5,300,000.00 Tax Tribunal Appeals 9,000,000.00 Security Enhancements 1,700,553.00 Future Technology Replacement 3,678,000.00 Operational Improvements 3,000,000.00 Financial System Phase II 3,671,938.00 Financial System Phase III and beyond 4,000,000.00 IT Thin Client 1,479,581.00 E-Health 572,899.00 West Nile Virus Program 500,000.00 Carry Forwards 2,813,355.74 CLEMIS Match for COPS MORE Grant 1,086,000.00 County Library 115,477.00 Board of Commissioners' Projects 250,000.00 Fire Records Management 1,000,000.00 Succession Planning/Transition 500,000.00 CRIMP 40,171.00 COMSTAT/ Web Site 675,000.00 Community Corrections Database 60,000.00 Jail Diversion - Mentally III 65,000.00 Emergency Operations Center Upgrade 188,000.00 Data Privacy and Security 1,500,000.00 New Grant Match opportunities 200,000.00 Sheriff Transport bus 68,452.00 Drain Master Plan 1,493,924.31 Sheriff Dispatch 725,000.00 Out County Inmate Housing 1,500,000.00 System Enhancement - General 3,000,000.00 Family Independence Agency (County 1,100,000.00 Doctors/Hospitals (indigents) 500,000.00 Drain - Oper. & Maint system consolida. 2,500,000.00 Continuing Designations 52,283,351.05 New Designations HR legal HR Compensation/workforce planning Criminal Justice Coor Startup VEBA 2006 VEBA 2007 Veteran's Cemetery Road paving Jail Alternative Program Startup Public Works Building Renovation Avian Flu/Pandemic Response Building & Liablilty Insurance Fund New Designations 0.00 Budget Transition FY 2005 FY 2006 FY 2007 FY 2008 and beyond Budget Transition Total Undesignated Unreserved Total Unreserved Total General Fund Equity 3,099,668.00 680,015.00 8,349,126.00 0.00 12,128,809.00 450,397.52 64,862,557.57 $67,440,221.12 (3,099,668.00) 0.00 0.00 0.00 (3,099,668.00) 259,753.20 (16,720,363.85) ($17,858,292.86) IiI CRIMP funds of $38,522 are available for Purchasing Division - $3,102 and Equalization - $35,420. 0.00 0.00 0.00 0.00 0.00 (3,671,938.00) (60,000.00) (72,978.00) (725,000.00) 0.00 (3,671,938.00) (72,978.00) (60,000.00) (725,000.00) (3,099,668.00) 0.00 OAKLAND COUNTY, MICHIGAN CHANGES IN GENERAL FUND EQUITY DURING FY 2005 Fund General Fund Equity as of 9/30/04 M.R. #04279 Commitments to FY 2005/06 M.R. #04287 M.R. #04329 M.R. #04312 M.R. #04349 E-Financial Sher./Health Inmates Comm. Corrections Sheriff/Emerg System/Phase II Co-occur disorders Database Center Renova. Reserves Encumbrances & Preencumbrances Long term advances Prepaids Payroll and Petty Cash Total Reserved $1,137,929.01 1,086,544.54 353,190.00 2,577,663.55 Capital Improvement Reserve Tax Tribunal Appeals Security Enhancements Future Technology Replacement Operational Improvements Financial System Phase II Financial System Phase III and beyon IT Thin Client E-Health West Nile Virus Program Carry Forwards CLEMIS Match for COPS MORE Grar County Library Board of Commissioners' Projects Fire Records Management Succession Planning/Transition CRIMP COMSTAT/ Web Site Community Corrections Database Jail Diversion - Mentally III Emergency Operations Center Upgrac Data Privacy and Security New Grant Match opportunities Sheriff Transport bus Drain Master Plan Sheriff Dispatch Out County Inmate Housing System Enhancement - General Family Independence Agency (Count) Doctors/Hospitals (indigents) Drain - Oper. & Maint system consolid HR legal HR Compensation/workforce planning Criminal Justice Coor Startup VEBA 2006 VEBA 2007 Veteran's Cemetery Road paving Jail Alternative Program Startup Public Works Building Renovation Avian Flu/Pandemic Response Building & Liablilty Insurance Fund Sub-total 5,300,000.00 9,000,000.00 1,700,553.00 3,678,000.00 3,000,000.00 3,671,938.00 4,000,000.00 1,479,581.00 572,899.00 500,000.00 2,813,355.74 1,086,000.00 115,477.00 250,000.00 1,000,000.00 500,000.00 40,171.00 675,000.00 60,000.00 65,000.00 188,000.00 1,500,000.00 200,000.00 68,452.00 1,493,924.31 725,000.00 1,500,000.00 3,000,000.00 1,100,000.00 500,000.00 2,500,000.00 52,283,351.05 Budget Transition FY 2005 FY 2006 FY 2007 FY 2008 and beyond Budget Transition Total Undesignated Unreserved Total Unreserved 3,099,668.00 680,015.00 8,349,126.00 0.00 12,128,809.00 (3,099,668.00) 0.00 0.00 0.00 0.00 450,397.52 64,862,557.57 (3,099,668.00) (3,671,938.00) (72,978.00) (60,000.00) (725,000.00) OAKLAND COUNTY, MICHIGAN CHANGES IN GENERAL FUND EQUITY DURING FY 2005 M.R. #04356 M.R. #04335 M.R. #04369 M.R. #05061 M.R. #05062 M.R. #05076 Law Library Grant Clemis Comm FY 2004 FY 2005 IT - FRMS Agreement ERR- Fleet Expan. Acceptance Crimewatch Year End Report 1st Qtr. Forecast w/Groveland Twp. & Equipment Reserves Encumbrances & Preencumbrances ($1,137,929.01) Long term advances Prepaids Payroll and Petty Cash Total Reserved 0.00 0.00 (1,137,929.01) Capital Improvement Reserve Tax Tribunal Appeals Security Enhancements Future Technology Replacement (862,000.00) Operational Improvements Financial System Phase II Financial System Phase III and beyon IT Thin Client E-Health West Nile Virus Program (500,000.00) Carry Forwards (2,813,355.74) CLEMIS Match for COPS MORE Grar County Library (25,400.00) 2,208.00 Board of Commissioners' Projects Fire Records Management (8,756.00) Succession Planning/Transition CRIMP (1,649.00) COMSTAT/ Web Site (675,000.00) Community Corrections Database Jail Diversion - Mentally III Emergency Operations Center Upgrac (2,040.00) (165,200.00) Data Privacy and Security New Grant Match opportunities Sheriff Transport bus (68,452.00) Drain Master Plan (1,493,924.31) Sheriff Dispatch Out County Inmate Housing System Enhancement - General Family Independence Agency (County Doctors/Hospitals (indigents) (500,000.00) Drain - Oper. & Maint system consolid HR legal HR Compensation/workforce planning Criminal Justice Coor Startup VEBA 2006 VEBA 2007 Veteran's Cemetery Road paving Jail Alternative Program Startup Public Works Building Renovation Avian Flu/Pandemic Response Building & Liablilty Insurance Fund Sub-total (25,400.00) (675,000.00) (4,305,072.05) (1,934,141.00) (8,756.00) (165,200.00) Fund 0.00 Budget Transition FY 2005 FY 2006 FY 2007 FY 2008 and beyond Budget Transition Total UndesIgnated Unreserved Total Unreserved 0.00 0.00 0.00 0.00 0.00 0.00 259,753.20 (25,400.00) (675,000.00) (4,045,318.85) (1,934,141.00) (8,756.00) (165,200.00), (e OAKLAND COUNTY, MICHIGAN CHANGES IN GENERAL FUND EQUITY DURING FY 2005 M.R. #05107 M.R. #05184 M.R. #05217 M.R. #05218 FY 2005 Library Board Auth to Pay Mich FY 2005 2nd Qtr. Forecast Libr Fund Approp. DHS Deling Inv. 3rd Qtr Forecast Reserves Encumbrances & Preencumbrances Long term advances Prepaids Payroll and Petty Cash Total Reserved Capital Improvement Reserve Tax Tribunal Appeals Security Enhancements Future Technology Replacement (521,725.00) (863,150.00) Operational Improvements Financial System Phase II Financial System Phase III and beyon IT Thin Client E-Health (572,899.00) West Nile Virus Program Carry Forwards CLEMIS Match for COPS MORE Grar County Library (1,500.00) Board of Commissioners' Projects Fire Records Management Succession Planning/Transition CRIMP COMSTAT/ Web Site Community Corrections Database Jail Diversion - Mentally III Emergency Operations Center Upgrac Data Privacy and Security New Grant Match opportunities Sheriff Transport bus Drain Master Plan Sheriff Dispatch Out County Inmate Housing System Enhancement - General Family Independence Agency (County (277,690.00) Doctors/Hospitals (indigents) Drain - Oper. & Maint system consolid HR legal HR Compensation/workforce planning Criminal Justice Coor Startup VEBA 2006 VEBA 2007 Veteran's Cemetery Road paving Jail Alternative Program Startup Public Works Building Renovation Avian Flu/Pandemic Response Building & Liablilty Insurance Fund Sub-total (521,725.00) (1,500.00) (277,690.00) (1,436,049.00) Budget Transition FY 2005 FY 2006 FY 2007 FY 2008 and beyond Budget Transition 0.00 0.00 0.00 0.00 Total Undesignated Unreserved Total Unreserved (521,725.00) (1,500.00) (277,690.00) (1,436,049.00) Fund 1-1 Total Adjustments Adjusted General to Equity Fund Equity During FY 2005 FY 2005 Fund OAKLAND COUNTY, MICHIGAN CHANGES IN GENERAL FUND EQUITY DURING FY 2005 Reserves Encumbrances & Preencumbrances Long term advances Prepaids Payroll and Petty Cash Total Reserved Capital Improvement Reserve Tax Tribunal Appeals Security Enhancements Future Technology Replacement Operational Improvements Financial System Phase II Financial System Phase III and beyon IT Thin Client E-Health West Nile Virus Program Carry Forwards CLEMIS Match for COPS MORE Grar County Library Board of Commissioners' Projects Fire Records Management Succession Planning/Transition CRIMP COMSTAT/ Web Site Community Corrections Database Jail Diversion - Mentally III Emergency Operations Center Upgrar Data Privacy and Security New Grant Match opportunities Sheriff Transport bus Drain Master Plan Sheriff Dispatch Out County Inmate Housing System Enhancement - General Family Independence Agency (County Doctors/Hospitals (indigents) Drain - Oper. & Maint system consolid HR legal HR Compensation/workforce planning Criminal Justice Coor Startup VEBA 2006 VEBA 2007 Veteran's Cemetery Road paving Jail Alternative Program Startup Public Works Building Renovation Avian Flu/Pandemic Response Building & Liablilty Insurance Fund Sub-total Budget Transition FY 2005 FY 2006 FY 2007 FY 2008 and beyond Budget Transition Total Undesignated Unreserved Total Unreserved ($1,137,929.01) 0.00 0.00 (1,137,929.01) 0.00 0.00 0.00 (2,246,875.00) 0.00 (3,671,938.00) 0.00 0.00 (572,899.00) (500,000.00) (2,813,355.74) 0.00 (24,692.00) 0.00 (8,756.00) 0.00 (1,649.00) (675,000.00) (60,000.00) 0.00 (167,240.00) 0.00 (72,978.00) (68,452.00) (1,493,924.31) (725,000.00) 0.00 0.00 (277,690.00) (500,000.00) 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 (13,880,449.05) (3,099,668.00) 0.00 0.00 0.00 (3,099,668.00) 259,753.20 (16,720,363.85) $0.00 0.00 1,086,544.54 353,190.00 1,439,734.54 5,300,000.00 9,000,000.00 1,700,553.00 1,431,125.00 3,000,000.00 0.00 4,000,000.00 1,479,581.00 0.00 0.00 0.00 1,086,000.00 90,785.00 250,000.00 991,244.00 500,000.00 38,522.00 0.00 0.00 65,000.00 20,760.00 1,500,000.00 127,022.00 0.00 0.00 0.00 1,500,000.00 3,000,000.00 822,310.00 0.00 2,500,000.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 38,402,902.00 0.00 680,015.00 8,349,126.00 0.00 9,029,141.00 710,150.72 48,142,193.72 Year End Changes 1,315,256.30 (488,447.72) (82,675.00) 744,133.58 1,700,000.00 (8,500,000.00) 1,299,447.00 2,068,875.00 520,419.00 3,533,397.00 (24,164.00) (500,000.00) (65,000.00) 72,978.00 (1,500,000.00) (822,310.00) 200,000.00 500,000.00 500,000.00 6,000,000.00 6,000,000.00 96,870.00 1,500,000.00 300,000.00 1,500,000.00 1,000,000.00 15,380,512.00 0.00 (4,349,126.00) 3,600,000.00 (749,126.00) 761,262.13 15,392,648.13 General Fund Equity as of 9/30/05 1,315,256.30 0.00 598,096.82 270,515.00 2,183,868.12 7,000,000.00 500,000.00 3,000,000.00 3,500,000.00 3,000,000.00 0.00 4,000,000.00 2,000,000.00 0.00 0.00 3,533,397.00 1,086,000.00 66,621.00 250,000.00 991,244.00 0.00 38,522.00 0.00 0.00 0.00 20,760.00 1,500,000.00 200,000.00 0.00 0.00 0.00 0.00 3,000,000.00 0.00 0.00 2,500,000.00 200,000.00 500,000.00 500,000.00 6,000,000.00 6,000,000.00 96,870.00 1,500,000.00 300,000.00 1,500,000.00 1,000,000.00 53,783,414.00 0.00 680,015.00 4,000,000.00 3,600,000.00 8,280,015.00 1,471,412.85 63,534,841.85 $ 225,515,000.00 113,652.00 33,393,557.00 9,364,000.00 76,726,228.00 1,430,200.00 236,194.00 6,040,332.00 $ 352,819,163.00 $ 13,597,419.00 7,329,089.00 0.00 $20,926,508.00 LAW ENFORCEMENT Prosecuting Attorney 17,082,462.00 Sheriff 112,298,859.00 TOTAL LAW ENFORCEMENT $ 129,381,321.00 TOTAL GENERAL GOVERNMENT $ 26,071,714.00 GENERAL GOVERNMENT Clerk/Register of Deeds Treasurer Board of Commissioners Library Board Drain Commissioner 12,237,298.00 3,483,342.00 2,865,580.00 2,592,714.00 4,892,780.00 $ 376,845,339.00 $ 473,363,404.28 $ 42,353,337.00 $ 50,011,711.27 15,514,204.00 16,204,101.63 5,468,628.00 5,774,522.77 $ 63,336,169.00 $ 71,990,335.67 -0.11% -58.66% 1.25% 0.49% 4.66% 8.41% -17.25% 2.95% 1.03% 8.94% -2.79% 0.00% 5.54% 3.13% 3.49% 4.56% 3.32% 4.35% -2.85% -1.87% 3.00% 8.13% 8.85% 3.54% 20.86% 8.64% 3.53% 4.51% 1.97% 6.13% 5.51% 0.82% 1.31% 11.33% 33.93% 2.67% 1.54% 44,463,755.00 $ 118,762,770.10 $ 115,082,371.29 $ 3,680,398.81 3.10% TOTAL GOVERNMENTAL EXPENDITURES 376,845,339.00 $ 473,383,404.28 $ 484,210,448.94 $ 9 152 955.34 1.93% General Fund/General Purpose Favorable/(Unfavorable) $ 14,820,025.41 $ 14,820,025.41 COUNTY OF OAKLAND FY 2005 YEAR END REPORT GENERAL FUND/GENERAL PURPOSE REVENUE AND EXPENDITURES SUMMARY BY DEPARTMENT FY 2005 BUDGET ADOPTED AS BUDGET AMENDED $ 7,783,417.00 19,964,546.00 2,467,168.00 1,546,033.00 4,799,219.00 55,295,626.00 15,081,104.00 6,620,267.00 35,000.00 $ 113,592,380.00 TOTAL DEPARTMENTS $ 332,381,584.00 REVENUES GENERAL FUND Taxes Federal Grants Intergovernmental Indirect Cost Recovery Charges for Services Investment Income Other Revenues Transfers SUB-TOTAL GENERAL FUND GENERAL PURPOSE FUNDS Intergovernmental Charges for Services Other Revenues SUB-TOTAL GENERAL PURPOSE FUND PLANNED USE OF FUND BALANCE TOTAL GF/GP FUNDS EXPENDITURES ADMINISTRATION OF JUSTICE Circuit Court 52nd District Court Probate Court TOTAL ADMIN. OF JUSTICE 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 Workforce Development TOTAL COUNTY EXECUTIVE NON-DEPARTMENTAL APPROPRIATIONS TOTAL NON-DEPARTMENTALS $ 299,700,650.00 124,752.00 12,930,230.00 9,364,000.00 80,735,310.00 3,431,100.00 963,947.07 26,807,851.00 $ 434,057,840.07 $ 15,063,206.00 6,182,647.00 0.00 $21,245,853.00 18,217,692.24 116,257,349.50 $ 134,475,041.74 11,692,787.59 3,600,222.13 2,924,521.22 2,633,735.44 6,597,790.83 $ 27,449,057.21 $ 8,364,098.81 21238,521.23 2,714,698.20 1,554,596.72 5,249,201.90 58,236,416.83 15,924,629.30 7,368,959.57 35,077.00 $ 120,686,199.56 $ 354,600,634.18 FY 2005 ACTUAL $ 299,382,244.92 51,571.39 13,091,419.07 9,410,302.37 84,496,883.53 3,719,489.23 797,677.86 27,599,342.22 $ 438,548,930.59 $ 16,409,165.93 6,010,010.11 2,656.51 $22,421,832.55 $ 479,030,474.35 $ 48,448,212.83 15,638,430.65 5,511,044.13 $ 69,597,687.61 17,424,713.58 119,565,028.41 $ 136,989,741.99 11,341,681.64 3,307,380.40 2,665,656.55 2,540,607.87 5,221,428.67 $ 25,076,755.13 $ 8,069,033.24 20,280,505.20 2,661,214.42 1,459,373.91 4,960,130.77 57,760,038.79 15,716,411.85 6,534,007.80 23,176.94 $ 117,463,892.92 $ 349,128,077.65 AMOUNT FAVORABLE/ UNFAVORABLE1 PERCENT $ (318,405.08) (73,180.61) 161,189.07 46,302.37 3,761,573.53 288,389.23 (166,269.21) 791,491.22 $ 4,491,090.52 $ 1,345,959.93 (172,636.89) 2,656.51 $1,175,979.55 $0.00 0.00% $ 5,887,070.07 1.20% $ 1,563,498.44 565,670.98 263,478.64 $ 2,392,646.06 792,978.86 (3,307,678.91) $ (2,514,700.25) 351,105.95 292,841.73 258,864.67 93,127.57 1,376,362.16 $ 2,372,302.08 $ 295,065.57 958,016.03 53,483.78 95,222.81 289,071.13 476,378.04 208,217.45 834,951.77 11,900.06 $ 3,222,306.64 $ 5,472,556.53 $ 3,099,668.00 $ 18,059,711.21 $ 18,059,711.21 The FY 2005 Budget included the use of $18,059,711 from General Fund - Fund Balance. These funds were used to support one-time project for which the related expenditures are recorded in the department which benefited. The above presentation shows the $18,059,711 one-time use of fund balance as an actual receipt of revenue. This format is presented so that the reader obtains a proper perspective of the Countys FY 2005 General Fund/General Purpose performance as it relates to the approved spending plan. In accordance with GAAP, this amount is not actually recorded. $ 224,910,000.00 $ 299,095,650.00 $ 298,612,961.75 $ 500,000.00 500,000.00 673,000.17 105,000.00 105,000.00 96,283.00 $ 225,515,000.00 $ 299,700,650.00 $ 299,382,244.92 $ GENERAL FUND TAXES Property Taxes - 2004 Tax Levy Delinquent Tax - Prior Years Trailer Tax Special Assessment Total Property and Other Taxes FEDERAL AND STATE GRANTS Emergency Response and Preparedness Sheriff (482,688.25) -0.16% 173,000.17 34.60% (8,717.00) -8.30% Lower than anticipated activity. 0.00% (318,405.08) -0.11% (3,180.61) -6.08% (Unfav.) due to EMPG funds overlapping (70,000.00) -96.69% Unfav due to Federal Grant funds being less than anticipated. Total General Fund - Federal Grants $ 113,652.00 $ INTERGOVERNMENTAL REVENUES Governmental Program Revenues Emergency Response & Preparedness $ 109,900.00 $ 51,571.39 $ (73,180.61) -58.66% $ (109,900.00) -100.00% (Unfav.) Local Match due to Cities, Villages and Townships not requesting new siren installations. Unfav. Offset by reduced expenditures. 124,752.00 109,900.00 43,652.00 $ 70,000.00 52,352.00 $ 72,400.00 49,171.39 $ 2,400.00 (12,549.67) 339.29 107,631.75 (44,479.09) 133,761.25 161,189.07 CHARGES FOR SERVICES County Executive Administration Emergency Response & Preparedness Auditing Equalization Purchasing $ 151,500.00 $ 3,000.00 74,000.00 2,434,347.00 14,900.00 151,500.00 $ 3,000.00 74,000.00 2,510,322.00 27,400.00 150,770.00 $ 1,026.20 66,250.00 2,465,452.30 75,377.17 (730.00) (1,973.80) (7,750.00) (44,869.70) 47,977.17 325,000.00 143,000.00 800.00 68,100.00 662,385.00 325,000.00 143,000.00 800.00 68,100.00 662,385.00 379,227.56 187,543.83 18,872.75 53,520.72 644,118.71 Reimbursement Support Services Human Resources MSU Extension Animal Control COUNTY OF OAKLAND P12005 YEAR END REPORT GENERAL FUND / GENERAL PURPOSE REVENUES Adopted Budget Amended Budget FY 2005 Actuals Amount Favorable (unfavorable) Percent Explanation of Significant Variances Non-Departmental - Judges Salaries General Reimb. Revenues (Non-Dept) Total General Fund - Intergov't Revenue Community Corrections - Admin Veterans' Services Economic Dev. & Comm Affairs Circuit Court - Gen. Jurisdiction District Courts Sheriff INDIRECT COST RECOVERY 380,000.00 17,950.00 2,880.00 260,000.00 2,005,827.00 30,617,000.00 $ 33,393,557.00 9,364,000.00 434,700.00 17,950.00 2,880.00 295,000.00 2,005,827.00 10,063,973.00 $ 12,930,230.00 9,364,000.00 521,085.54 5,400.33 3,219.29 402,631.75 1,961,347.91 10,197,734.25 $ 13,091,419.07 9,410,302.37 86,385.54 19.87% Additional revenues for Drug Testing of clients -69.91% State Inmate Reimbursement discontinued. 11.78% Fav. due to increase in Drug Case Management caseload. 36.49% Fav. Social Security Incentive Payments due to increased reporting of inmates to the federal government. -2.22% 1.33% Fav. Court Fund PA189 $347,002. Unfav. Cigarette Tax Dist ($213,241) 1.25% 46,302.37 0.49% -0.48% -65.79% (Unfav.) due to limited use of mannequins for training. -10.47% Unfav due to accounting change for purchasing card rebate. See Purchasing. -1.79% Unfav. Budget erroneously includes FY 2006 revenue from Southfield. 175.10% Fav. Due to purchasing card rebates and contract rebates from Comerica, Office Max/Boise Cascade and University Business Interiors/AREA. 54,227.56 16.69% Fav. Court Ordered Board & Care, Reimb Contracts, Reimb Filing Fees and Tax Intercept Fees due to increased activity and clients' use of credit cards to pay debts. 44,543.83 31.15% Fay. due to additional vending machine commissions. 18,072.75 2259.09% Reimbursement from Circuit Court Mediation Funds for Intern Students. (14,579.28) -21.41% Unfav. Reimb of General Program costs. See expenditure offset. (18,266.29) -2.76% Fav. Sale of Licenses $2,700, Misc Fees $14,400 offset by Unfav. Service Fees ($35,400) all based upon number of CVTs using services. Medical Examiner Economic Dev & Comm Affairs - Admin Planning & Economic Development Svcs. Clerk - County Clerk Clerk - Elections Clerk - Register of Deeds Treasurer Circuit Court - Admin/General Jurisdiction Circuit Court - Court Services Circuit Court - Judicial Support District Court - Division I District Court - Division II District Court - Division lii COUNTY OF OAKLAND FY 2005 YEAR END REPORT GENERAL FUND / GENERAL PURPOSE REVENUES Amount Adopted Amended FY 2005 Favorable Budget Budget Actuals funfavorablei Percent Explanation of Significant Variances 975,400.00 975,400.00 905,996.68 (69,403.32) -7.12% Unfav. Medical Services ($19,900), Misc Fees ($24,000) and Autopsy Fees ($48,600) offset by Fav. Service Fees $23,100 all based upon service being utilized. Overall unfav. Offset by reduced expenditures. 380,806.00 317,292.00 106,166.09 (211,125.91) -66.54% Unfav, reflects consolidation of NO HAZ program collection events. Variance is largely offset by fay. NO HAZ expense. 150,000.00 150,000.00 154,031.78 4,031.78 2.69% Fav. Sale of Maps due to new map products. 2,396,900.00 2,396,900.00 2,513,978.97 117,078.97 4.88% Fav. due to change in state law for the issuance of gun permits which increased the number of gun permits issued. 17,800.00 174,600.00 201,113.75 26,513.75 15.19% Fay. $6,400 due to an increase in election documents that were filed late, $7,000 from an increase in the number of voter registrations processed, reimbursement from local school districts $19,800 higher than anticipated for the cost of the May annual election, offset ($6,700) due to a refund of filing fees that occurred during this fiscal year rather than the previous fiscal year. 12,747,800.00 14,347,912.00 17,977,758.63 3,629,846.63 25.30% Fay. due to increased real estate activity that has affected Land Transfer Tax $2,800,000 and Mortgages $800,000. 2,825,680.00 2,825,680.00 2,394,535.09 (431,144.91) -15.26% Unfav. due to ($850,243) Industrial Fac.Tax adj to reflect actual tax abatement role, ($1,745) Supplemental Warrants, receipt of fee charged to other funds of $290,000 for mgmt of investments, and increased TIFA/DDA Recovery $94,615 related to increasing industrial development. Alternate Energy receipts $14,741, Election Filing Fees of $13,130 Partially offset by $8,357 Misc. other. 3,236,090.00 3,359,490.00 3,322,838.50 (36,651.50) -1.09% Unfav due to decreasing Civil Mediation Payments ($199,440), Refund of Defense Atty. Fees ($15,366), and Mediation Fines ($3,625), partially offset by Costs of $162,442 increasing court cost charges to offenders, unbudgeted DNA revenue received $3,674, along with Video Copying $5,900 and Jury Fees $5,392, and Misc ($169). 310,000.00 310,000.00 218,102.71 (91,897.29) -29.64% Unfav due to lower receipts of reimb. of clinical evaluations (lower caseload). 418,700.00 418,700.00 561,751.33 143,051.33 34.17% Fay due largely to increased Refund of Def. Atty. Fees. 3,723,800.00 3,723,800.00 4,066,294.62 342,494.62 9.20% Fav due to increasing Filing Fees/DCU $76,522 reflective of add, chg. imposed by State, and increasing Ordinance Fines and Cost receipts $164,774 Drunk Driving Caseflow of $9,715 Late Penalty of $18,287 Garnishment Fees $20,660 State Law Costs $52,386 Court Cost Sobriety $9,107 and Misc. of $8,329. Partially offset by unfav Forfeiture of Bonds ($9,820) License Reinstatement Fees ($4,125) No Proof of Insur. Fee of ($3,340). 1,746,638.00 1,799,988.00 2,377,805.92 577,817.92 32.10% Fav in multiple line items due to additional new judge and two townships, new Sobriety fee and increased Probation revenue and caseload, and collection efforts by judges. 4,267,863.00 4,304,763.00 4,570,688.84 265,925.84 6.18% Fav due to increasing Filing Fees/DCU $69,517 reflective of addi chg. imposed by State, Drunk Driving Caseflow of $3,607 Late Penalty of $43,759 and Misc. of $20,755 Probation Fees $90,108 Garnishment Fees $30,867 Lic. Reinstatement Fees $6,242 and Ordinance Fines & Cost $76,439. Partially offset by unfav Assessments & PSI ($43,468) No Proof of lnsur. Fee of ($32,525) Refund of Def. Atty. Fees ($1,515). and various other of $2,140. Overall increase is reflective of increasing caseload, and collection efforts by judges. Library Board Drain Commissioner COUNTY OF OAKLAND FY 2005 YEAR END REPORT GENERAL FUND! GENERAL PURPOSE REVENUES Amount Adopted Amended FY 2005 Favorable Budget Budget Actuals funfavorablel Percent Explanation of Significant Variances District Court - Division IV 2,255,352.00 2,255,352.00 2,264,444.95 9,092.95 0.40% Fay due to increasing Filing Fees/DCU $34,874 reflective of addi chg. imposed by State, Drunk Driving Caseflow of $236, Gamishment Fees of $13,735 Misc. of $35,545 Probation Fees $43,730 State Law Cost of $44,434 Court Cost Sobriety of $28,885. Partially offset by unfav Refund of Def. Atty. Fees ($2,049) Forfeiture of Bonds ($101,777) Assessments & PSI ($8,953) No Proof of Insur. Fee of ($15,925), Ordinance Fines and Costs ($41,595) License Reinstatement Fees ($9,570) 10% Bond Fee ($7,564) and Other of ($4,913). Probate Court 524,100.00 524,100.00 522,690.40 (1,409.60) -0.27% Unfav due to decreases in sundry revenue receipts e.g. Account Filings - Probate ($3,100), Gross Estate Fees ($24,597), Misc. Petitions of ($6,410) Will Deposits of ($8,500). Partially offset by Ancillary Fees $1,581, CVR Cnty Portion $898, and Marriage Ceremony $124., Certified Copies $20,391, Marriage Ceremony, Motion Fees $760, Objections $590, Refund Fees Def Atty. $13,402, and Statement & Proof of Claim $3,180, and Misc. of $271. Prosecuting Attorney 214,600.00 216,600.00 220,689.37 4,089.37 1.89% Fay. Program Income $6,600 due to an increase in bad check restitution and fax/. Microfilming $1,030 partially offset by unfavorable Forensic Lab Fees ($3,020). Sheriff's Office 10,800.00 800.00 18,451.35 17,651.35 2206.42% Fay due to donation check being received. Sheriff - Administration 1,000.00 1,000.00 37,335.31 36,335.31 3633.53% Fay $5,000 due to mileage reimbursement being higher than anticipated related to process serving and $10,000 in Registration Fees and $17,000 in photostats due to a change in the Sex Offender Registration law. Sheriff - Corrective Services 2,304,206.00 3,907,800.00 4,512,330.42 604,530.42 15.47% Fay due to diverted felon payments being higher than anticipated. Changes in state law have not yet effected this revenue. Sheriff - Corrective Services Satellite 2,357,900.00 2,318,489.00 1,797,911.49 (520,577.51) -22.45% Unfav due to Board and Care recovery being less than anticipated. Work release facility is not at full capacity. Sheriff - Patrol Services 27,816,038.00 28,244,014.00 28,314,954.00 70,940.00 0.25% Sheriff - Technical Services 707,102.00 717,102.00 625,015.64 (92,086.36) -12.84% Unfav due to dispatch revenue being less than anticipated. The county no longer provides fire dispatching for Holly Township. Board of Commissioners 8,000.00 8,000.00 6,555.00 (1,445.00) -18.06% Per Diem lower than anticipated. Actual revenue is offset by expenditure. 31,800.00 51,200.00 93,549.25 42,349.25 82.71% Unfav. Copier Machine Revenue ($4,400) offset by Fay. Misc. Revenue for Computer screen copies $3,600 and Reimb of Operating Costs $43,200 related to the Library for the Blind. 1,870,821.00 1,870,821.00 1,596,611.01 (274,209.99) -14.66% Unfav - Plat Service Fees ($5,226) decrease in business activity resulting in less fees being collected. Unfav - Reimb Personal Mileage ($16,000) but offset by favorable personal mileage expense. Unfav - Reimb. General ($222,026) Environmental Unit charges to County departments like Airport and Facilities did not occur offset by favorable expense items for the Environmental Unit. Fay - Reimb. Salaries $11,174 additional salary cost spread to projects. Unfav - Soil Erosion Fees ($41,026) decrease in building activity/permits compared to anticipated business forecast. Hon-Departmental 1,550,000.00 1,550,000.00 1,073,123.19 (476,876.81) -30.77% Reduced revenue from Commission on public telephones per revised contract, ($285,595). Unfav. Refunds Misc. ($195,854) Total General Fund - Charges for Services 76,726,228.00 $ 80,735,310.00 $ 84,496,883.53 3,761,573.53 4.66% 72,510.92 869,436.15 963,947.07 $ 6,000.00 1,000.00 846.37 6,923.15 315.00 (449.08) 454.69 51.01 - (139,339.24) (166,269.21) 6,000.00 1,000.00 214,194.00 $ 236,194.00 $ TRANSFERS Treasurer Library Board (86,425.00) (42,353.98) (128,778.98) COUNTY OF OAKLAND FY 2005 YEAR END REPORT GENERAL FUND! GENERAL PURPOSE REVENUES Adopted Budget Amended Budget FY 2005 Actuals Amount Favorable (unfavorable) Percent Explanation of Significant Variances INVESTMENT INCOME District Courts Clerk/Register of Deeds Non-Departmental Total General Fund - Investment Income $ 26,500.00 $ 26,500.00 $ 3,700.00 3,700.00 1,400,000.00 3,400,900.00 1,430,200.00 $ 3,431,100.00 $ 23,985.95 $ (2,514.05) -9.49% Investment activity lower than anticipated. 102,798.21 99,098.21 2678.33% Accumulated interest credited from holding account. 3,592,705.07 191,805.07 5.64% Fay. Due to increase in interest rates. 3,719,489.23 $ 288,389.23 8.41% 15,000.00 $ OTHER REVENUES Emergency Response & Preparedness $ 15,000.00 $ Support Services - Materials Mgmt Community Corrections - Admin Animal Control Facilities Engineering Clerk - Register of Deeds Clerk - County Clerk Treasurer District Court Circuit Court Probate Court Prosecuting Attorney Sheriff Drain Commissioner Non-Departmental Total General Fund - Other Revenues (20,525.75) 6,454.64 846.37 6,923.15 315.00 550.92 454.69 51.01 72,510.92 730,096.91 797,677.86 $ 100.00% Refund of Prior Years Expenditure. 100.00% 100.00% -44.91% Unfav. due to cash overages. 100.00% Fav due to Cash Overages, and receipts of Prior Yrs. Bal. 100.00% 100.00% Fay. due to cash overages. 100.00% -16.03% Use of enhancement funds less than anticipated. 100.00% 0.00% -17.25% (35,525.75) -236.84% Sale of Tornado Sirens ($450.00) including ($35,076) which was posted in error and corrected in FY2006. 454.64 7.58% Fav. due to auction proceeds. $ 2,352,101.00 $ 2,352,101.00 $ 3,125,127.15 $ 773,026.15 32.87% Fav due to increased interest and penalties on collections in the Delinquent Tax Revolving Fund. 88,231.00 84,798.00 56,567.79 (28,230.21) -33.29% Unused portion of Transfer out from Jail Commissary Fund. GF/GP Library Board position moved to Commissary Fund effective April 15, 2005. 3,600,000.00 $ 6,040,332.00 $ Human Resources Non-Dept.- Revenue Sharing Reserve Non-Dept.- Projects Non-Dept. - Investments (DTRF) Total General Fund - Transfers 53,952.00 20,717,000.00 3,600,000.00 26,807,851.00 53,952.00 0.00% 20,717,000.00 0.00% 46,695.28 46,695.28 100.00% 3,600,000.00 0.00% $ 27,599,342.22 $ 791,491.22 2.95% SUB-TOTAL GENERAL FUND $ 352,819,163.00 $ 434,057,840.07 $ 438,548,930.59 $ 4,491,090.52 1.03% GENERAL PURPOSE FUNDS INTERGOVERNMENTAL Health Fund Health State Subsidy Health Grant - State Reimbursement Total Health Fund $ 3,532,923.00 $ 3,532,923.00 $ 3,446,498.00 $ 109,696.00 1,341,883.00 1,299,529.02 $ 3,642,619.00 $ 4,874,806.00 $ 4,746,027.02 $ -2.45% Unfavorable due to reduction in LPHO allocation from the State. -3.16% Unfavorable due to the grouping of programs from the State for MDEQ allocations. -2.64% 37,549.24 1,452,189.67 $ 277,349.24 11,385,789.67 $ 239,800.00 $ 239,800.00 9,700,000.00 9,933,600.00 Juvenile Maintenance Fund Children's Village - Refund School Meals Non-Department - Child Care Subsidy 15.66% Favorable due to increase in Oakland County resident population. 14.62% Due to significant number of State Ward cases and reimbursement for Indirect Costs. 16,409,165.93 668,798.03 668,798.03 Children's Village Total Juvenile Maintenance Fund Total General Purpose - Charges for Svcs. 3,172,841.00 $ 4,202,841.00 $ 7,329,089.00 3,172,841.00 4,202,841.00 $ 6,182,647.00 $ 1,036,098.41 2 325 307.67 3 361 406.08 6,010,010.11 Juvenile Maintenance Fund Circuit Court $ 1,030,000.00 $ 1,030,000.00 $ COUNTY OF OAKLAND FY 2005 YEAR END REPORT GENERAL FUND! GENERAL PURPOSE REVENUES Adopted Budget Amended Budget FY 2005 Actuais Amount Favorable (unfavorable) Percent Explanation of Significant Variances Total Juvenile Maintenance Fund $ 9,939,800.00 $ 10,173,400.00 $ 11,663,138.91 $ 1,489,738.91 14.64% Social Welfare Fund Foster Care - State Match Total Social Welfare Fund Total General Purpose - intergov't Revenue 15,000.00 15,000.00 $ 13,597,419.00 15,000.00 15,000.00 $ 15,063,206.00 (15,000.00) (15,000.00) $ 1,345,959.93 -100.00% Offset by favorable expenditures -100.00% 8.94% CHARGES FOR SERVICES Health Fund Health Division Total Health Fund $ 3,126,248.00 $ 1,979,806.00 $ $ 3,126,248.00 $ 1,979,806.00 $ 2,648,604.03 $ 2,648,604.03 $ 33.78% Favorability due to increased activity for Flu, Food Service Licenses, On- site Sewerage Permits and Lab Charges. 33.78% 6,098.41 (847,533.33) $ (841,434.92) $ (172,636.89) 0.59% Fav due to increased Bd & Care, partially offset by decreasing Gov't Benefit Bd & Care receipts. -26.71% (Unfav.) due to delay in construction of Secure Detention Facility. -20.02% -2.79% INVESTMENT INCOME Social Welfare Fund Total General Purpose - Investment Incorm $ 0.00% - $ OTHER REVENUES Health Fund Health Division Total Health Fund 0.00% $ - $ 0.00% 0.00% Waterford School District Contract revenue for fiscal year 2004. Juvenile Maintenance Fund Circuit Court Children's Village Total Juvenile Maintenance Fund Total General Purpose - Other Revenues 2,656.51 2,656.51 2,656.51 $ 2,656.51 0.00% 2,656.51 $ 2,656.51 0.00% - $ 875,967.81 3,099,668.00 16,980,825.05 171,844.19 31,074.16 3,099,668.00 $ 18,059,711.21 (875,967.81) (16,980,825.05) (171,844.19) - (31,074.16) $ - (18,059,711.21) 0.00% -100.00% Budget Transition, approved projects and carry forward budgets. 0.00% 0.00% -100.00% COUNTY OF OAKLAND FY 2005 YEAR END REPORT GENERAL FUND! GENERAL PURPOSE REVENUES Adopted Budget Amended Budoet FY 2005 Actuals Amount Favorable 'unfavorable) Percent Explanation of Significant Variances SUB-TOTAL GENERAL PURPOSE FUNDS $ 20,926,508.00 TRANSFERS (in) Non-Department - Public Health Fund $ 24,046,218.00 Non-Department - Juvenile Maintenance Fu 16,302,953.00 Non-Department - Social Welfare Fund 15,000.00 Total General Purpose - Transfers In (Out $ 40,364,171.00 Less: Non-Departmental Transfers In (Out: $ (40,364,171.00) $ 21,245,853.00 $ 22,421,832.55 1,175,979.55 5.54% $ 25,215,811.07 $ 23,337,436.44 $ (1,878,374.63) -7.45% 19,525,464.16 19,358,325.42 (167,138.74) -0.86% 15,000.00 (15,000.00) -100.00% $ 44,756,275.23 $ 42,695,761.86 $ (2,060,513.37) -4.60% $ (44,756,275.23) $ (42,695,761.86) $ 2,060,513.37 -4.60% PLANNED USE OF FUND BALANCE General Fund - Encumbs & Carried Fwds $ General Fund - Prior Years Balance Gen. Purpose - Encumbs & Carried Fwds - PH Gen. Purpose - Encumbs & Carried Fwds - JM Total Planned Use of Fund Balance TOTAL GOVERNMENTAL RESOURCES $ 376.845,339.00 473.363,414.28 $ 460,970.763.14 (12.392.641.14) -2.62% INVESTMENT INCOME Social Welfare Fund Total General Purpose - Investment Income $ 0.00% - - $ - $ OTHER REVENUES Health Fund Health Division Total Health Fund 0.00% - $ 0.00% - $ 875,967.81 3,099,668.00 16,980,825.05 171,844.19 31,074.16 3,099,668.00 $ 18,059,711.21 (875,967.81) (16,980,825.05) (171,844.19) (31,074.16) - $ (18,059,711.21) 0.00% -100.00% Budget Transition, approved projects and carry forward budgets. 0.00% 0.00% -100.00% TOTAL GOVERNMENTAL RESOURCES $ 376,845,339.00 $ 473,363,404.28 $ 460,970,763.14 5 (12,392,641.14) 473,363,404.28 $ 460,970,763.14 $ (12,392,641.14) -2.62% COUNTY OF OAKLAND FY 2005 YEAR END REPORT GENERAL FUND (GENERAL PURPOSE REVENUES Adopted Budget Amended Budget FY 2005 Actuals Amount Favorable funfavorable) Percent Explanation of Significant Variances Juvenile Maintenance Fund Circuit Court Children's Village Total Juvenile Maintenance Fund Total General Purpose - Other Revenues $ SUB-TOTAL GENERAL PURPOSE FUNDS $ 20,926,508.00 TRANSFERS (in) Non-Department - Public Health Fund $ 24,046,218.00 Non-Department - Juvenile Maintenance Fu 16,302,953.00 Non-Department - Social Welfare Fund 15,000.00 Total General Purpose - Transfers In (Out $ 40,364,171.00 Less: Non-Departmental Transfers In (Out: $ (40,364,171.00) 2,656.51 2,656.51 0.00% Waterford School District Contract revenue for fiscal year 2004. 2,656.51 $ 2,656.51 0.00% 2,656.51 2,656.51 0.00% $ 21,245,853.00 $ 22,421,832.55 $ 1,175,979.55 5.54% $ 25,215,811.07 $ 23,337,436.44 $ (1,878,374.63) -7.45% 19,525,464.16 19,358,325.42 (167,138.74) -0.86% 15,000.00 (15,000.00) -100.00% 44,756,275.23 $ 42,695,761.86 $ (2,060,513.37) -4.60% (44,756,275.23) $ (42,695,761.86) $ 2,060,513.37 -4.60% PLANNED USE OF FUND BALANCE General Fund - Encumbs & Carried Fwds $ General Fund - Prior Years Balance Gen. Purpose - Encumbs & Carried Fwds - PH Gen. Purpose - Encumbs & Carried Fwds - JM Total Planned Use of Fund Balance $ Business Division Controllable Personnel Controllable Operating Non-Controllable Operating General Jurisdiction Division Controllable Personnel Controllable Operating Non-Controllable Operating Family Division/Juvenile Maint. Controllable Personnel Controllable Operating Non-Controllable Operating COUNTY OF OAKLAND FY 2005 YEAR END REPORT EXPENDITURES CIRCUIT COURT AMOUNT ADOPTED AMENDED FY 2005 FAVORABLE BUDGET BUDGET ACTUAL (UNFAVORABLE) PERCENT EXPLANATION OF SIGNIFICANT VARIANCES Judicial Administration Controllable Personnel Controllable Operating Non-Controllable Operating Department Total Controllable Personnel Controllable Operating Non-Controllable Operating $ 6,904,895.00 $ 7,789,785.23 $ 7,518,051.36 $ 271,733.87 3.49% Turnover. 45,067.00 281,946.74 146,344.66 135,602.08 48.09% Fay. due to personal mileage, Professional Services, Special Projects, $65,435,expendable equipment, $50,506, and office supplies, $13,000. Funds are included in Carry Forwards to cover costs for Special Projects to upgrade Courtroom electronic equipment and purchase equipment and furniture. 192,090.00 286,136.97 292,598.91 (6,461.94) -2.26% Unfav, total year actual to budget in CLEMIS, maint. dept. charges, and telephones. $ 7,142,052.00 $ 8,357,868.94 $ 7,956,994.93 $ 400,874.01 4.80% $ 1,983,481.00 $ 1,982,228.68 $ 1,948,746.64 $ 33,482.04 1.69% Turnover. 43,200.00 44,718.89 15,932.16 28,786.73 64.37% Fav due to Equip. Repairs & Maint., Data Proc. Dev., Prof! Svcs, Travel & Conf., Data Proc. & Office Supplies, Expend. Equip., and Dry Goods and Clothing. 351,742.00 355,514.77 322,033.93 33,480.84 9.42% Fay. Due to IT Operations costs less than anticipated and lower use of print shop, copiers and telephones than anticipated. $ 2,378,423.00 $ 2,382,462.34 $ 2,286,712.73 $ 95,749.61 4.02% $ 2,195,512.00 $ 2,164,588.63 $ 2,119,386.81 $ 45,201.82 2.09% Turnover. 6,000,571.00 9,805,343.88 9,247,630.47 557,713.41 5.69% Fay due to reduction in need primarily for net defense attorneys, $150,000,and mediation attorneys, $145,750, Juror Fees & Mileage $235,209, Transcript on Appeals, Travel and Conf., Visiting Judges, as a result of diminishing case loads. 2,230,408.00 2,448,293.95 2,397,993.36 50,300.59 2.05% Fav. due to IT Operations costs less than anticipated and lower than anticipated use of print shop and mail room. $ 10,426,491.00 $ 14,418,226.46 $ 13,765,010.64 $ 653,215.82 4.53% $ 12,272,975.00 $ 11,892,165.22 $ 11,962,007.85 $ (69,842.63) -0.59% Actual illustrative rate for medical fringe benefit cost slightly higher than budgeted. 8,401,014.00 11,149,159.03 10,696,652.38 452,506.65 4.06% Increase in State Institutions was less than expected, $667,957 as was Travel & Conference; Partially offset by Defense Attorneys, ($50,000) increase in use of Guardian Ad-litems, ($72,994), Interpreters, Professional Services ($101,386) and Private Institutions. 1,732,382.00 1,811,829.28 1,780,834.30 30,994.98 1.71% Fav. Due to IT Operations costs less than anticipated and lower than anticipated use of motor pool, print shop, copiers and telephones. $ 22,406,371.00 $ 24,853,153.53 $ 24,439,494.53 $ 413,659.00 1.66% $ 23,356,863.00 $ 23,828,767.76 $ 23,548,192.66 $ 280,575.10 1.18% 14,489,852.00 21,281,168.54 20,106,559.67 1,174,608.87 5.52% 4,506,622.00 4,901,774.97 4,793,460.50 108,314.47 2.21% $ 42,353,337.00 $ 50,011,711.27 $ 48,448,212.83 $ 1,563,498.44 3.13% 11/22/2005 FY 2005 ACTUAL AMENDED BUDGET ADOPTED BUDGET COUNTY OF OAKLAND FY 2005 YEAR END REPORT EXPENDITURES DISTRICT COURT AMOUNT FAVORABLE (UNFAVORABLE) PERCENT EXPLANATION OF SIGNIFICANT VARIANCES Division 1 - Novi Controllable Personnel Controllable Operating $ 3,603,107.00 $ 3,593,757.54 $ 3,544,538.37 $ 922,450.00 1,010,929.00 918,015.07 Non-Controllable Operating 434,306.00 557,054.47 536,888.94 Total Division 1 - Novi Division 2 - Clarkston Controllable Personnel Controllable Operating Non-Controllable Operating Division 3 - Rochester Hills Controllable Personnel Controllable Operating Non-Controllable Operating District Court Administration Controllable Personnel Controllable Operating Non-Controllable Operating $ 139,420.00 $ 139,420.00 $ 37,984.01 $ 70,300.00 70,300.00 47,312.42 $ 209,720.00 $ 209,720.00 $ 85,296.43 $ $ 4,959,863.00 $ 5,161,741.01 $ 4,999,442.38 $ $ 1,643,630.00 $ 1,659,032.63 $ 1,532,707.47 $ 554,457.00 645,485.79 616,128.36 273,004.63 270,463.48 Total Division 2- Clarkston $ 2,391,183.00 $ 2,577,523.05 $ 2,419,299.31 $ $ 3,445,560.00 $ 3,402,724.25 $ 3,421,756.14 $ 416,172.00 436,479.98 369,999.46 999,317.00 1,243,070.47 1,212,404.40 $ 4,861,049.00 $ 5,082,274.70 $ 5,004,160.00 $ 101,435.99 72.76% 22,987.58 32.70% 0.00% 124,423.57 59.33% 49,219.17 1.37% 92,913.93 9.19% 20,165.53 3.62% 162,298.63 3.14% 126,325.16 7.61% 29,357.43 4.55% 2,541.15 0.93% 158,223.74 6.14% (19,031.89) -0.56% 66,480.52 15.23% 30,666.07 2.47% 78,114.70 1.54% Turnover, as well as certain charges, budgeted in this division, were recorded in Division Fay due to cut backs for visiting judge, court reporter, and travel and conference expense. Turnover. Fav. due to bank charges, utilities, juror fees & mileage, rent, property taxes, travel & conference, Trng Psych & Med Exam, postage, office supplies, partially offset by interpreter fees, defense atty. fees due to increased usage, and Charge Card Fees, as more payments are being made by credit cards. Fav. Info Tech. Operations, partially offset by telephones based on actual usage less than anticipated. Turnover. Fay. due to cut backs on training psych, & med-exams, travel and conference, juror fees & mileage, grant match, partially offset by increased use of Defense Atty Fees for Court appointed atty., rent, property taxes, utilities, library continuations, and increasing use of charge cards to pay fines and costs. Fav. due largely to computers and telephones, partially offset by increased use of print shop and CLEMIS. - Turnover. See offset in District Court Admin. - Fay. due to less than anticipated Defense atty fees, cut backs in Training Psych. & Med Exam, Travel & Conference, Juror Fees & Mileage, partially offset by Charge Card Fees, Interpreter fees (due to increased usage), and membership dues & publications costs. - Fay. due to IT Operations costs less than anticipated and decrease in use of convenience copier, partially offset by increased use of CLEMIS, print shop, and telephones. 193,096.00 NJ 11/22/2005 COUNTY OF OAKLAND FY 2005 YEAR END REPORT EXPENDITURES DISTRICT COURT AMOUNT ADOPTED AMENDED FY 2005 FAVORABLE BUDGET BUDGET ACTUAL (UNFAVORABLE) PERCENT EXPLANATION OF SIGNIFICANT VARIANCES Division 4 - Troy Controllable Personnel Controllable Operating Department Total Controllable Personnel Controllable Operating Non-Controllable Operating $ 2,216,937.00 $ 2,214,209.00 $ 2,151,696.41 $ 533,558.00 557,593.00 588,587.53 401,040.87 389,948.59 $ 3,092,389.00 $ 3,172,842.87 $ 3,130,232.53 $ $ 11,048,654.00 $ 11,009,143.42 $ 10,688,682.40 $ 2,496,937.00 2,720,787.77 2,540,042.84 1,968,613.00 2,474,170.44 2,409,705.41 $ 15,514,204.00 $ 16,204,101.63 $ 15,638,430.65 $ 62,512.59 2.82% - Turnover, (30,994.53) - Unfav, due to rising utilities, increase in use of defense attorneys, Interpreters, reimbursement for juror fees & mileage, and use of charge cards to pay fines, partially offset by lower use of office supplies, postage, and Training Psych, 8, Med. Exams as -5.56% judges are not ordering as many as in the past. 11,092.28 Fav. due to IT Operations costs less than anticipated and less usage of print shop and 2.77% convenience copier. 42,610.34 1.34% 320,461.02 2.91% 180,744.93 6.64% 64,465.03 2.61% 565,670.98 3.49% Non-Controllable Operating 341,894.00 11/22/2005 Judicial/Administration Controllable Personnel Controllable Operating Non-Controllable Operating $ 1,934,196.00 $2,107,089.00 $2,033,419.53 $ 73,669.47 17,010.58 1,454.09 15,556.49 324,624.00 361,807.45 347,512.90 14,294.55 Estates/Mental Health Controllable Personnel Controllable Operating $2,066,290.00 $2,075,313.06 $ 1,995,146.97 $ 704,981.00 705,692.83 648,580.72 80,166.09 57,112.11 Non-Controllable Operating 438,537.00 507,609.85 484,929.92 22,679.93 COUNTY OF OAKLAND FY 2005 YEAR END REPORT EXPENDITURES PROBATE COURT ADOPTED AMENDED BUDGET BUDGET AMOUNT FY 2005 FAVORABLE ACTUAL (UNFAVORABLE) PERCENT EXPLANATION OF SIGNIFICANT VARIANCES 3.50% - Turnover. 0.00% Fav. due to special projects, and expendable equipment budgeted but not spent. Expendable equipment $7,752 to be carried forward to FY 2006. 3.95% - Fay. due to IT Operations costs less than anticipated and lower than anticipated use of print shop and telephones. $2,258,820.00 $2,485,907.03 $2,382,386.52 $ 103,520.51 4.16% 3.86% - Turnover. 8.09% - Fay. due to Defense Atty. Fees, $110,063, Printing, Med. Svcs. Probate exams, library continuations, professional svcs, travel & conference, partially offset by Fees Guardian Ad-Litem, ($63,562) Medical Services Guardianship, expendable equipment, and office supplies. 4.47% - Fav. due to IT Operations costs less than anticipated and lower than anticipated use of print shop, telephones and micrographics. $3,209,808.00 $3,288,615.74 $3,128,657.61 $ 159,958.13 4.86% Department Total Controllable Personnel Controllable Operating Non-Controllable Operating $4,000,486.00 $4,182,402.06 $4,028,566.50 $ 153,835.56 704,981.00 722,703.41 650,034.81 72,668.60 763,161.00 869,417.30 832,442.82 36,974.48 3.68% 10.06% 4.25% $5,468,628.00 $ 5,774,522.77 $5,511,044.13 $ 263,478.64 4.56% •..Z1 11/21/2005 Administration Controllable Personnel Controllable Operating $ 2,218,525.00 $ 2,228,441.96 $ 2,292,371.64 $ 835,408.00 1,825,284.14 $ 1,714,505.03 (63,929.68) 110,779.11 Non-Controllable Operating 1,850,201.00 1,925,782.32 $ 1,854,556.19 71,226.13 Litigation Controllable Personnel Controllable Operating Non-Controllable Operating $ 2,294,947.00 $ 2,292,203.00 $ 2,231,026.61 $ 2,758.00 52,758.00 53,381.48 61,176.39 (623.48) COUNTY OF OAKLAND FY 2005 YEAR END REPORT EXPENDITURES PROSECUTING ATTORNEY AMOUNT ADOPTED AMENDED FY 2005 FAVORABLE BUDGET BUDGET ACTUAL (UNFAVORABLE) PERCENT EXPLANATION OF SIGNIFICANT VARIANCES -2.87% Unfav. due to turnover and increased use of overtime in Case Records. 6.07% Favorable Court Transcripts $2,130, Extradition Expense $80,620, Filing Fees $19,428, Freight & Express $1,132, Microfilming and Reproductions $14,752, Professional Services $51,838, Special Prosecuting Attorneys $11,553, Transcript on Appeals $3,656, and Witness Fees and Mileage $37,918 due to case requirements. Favorable Adj Prior Year Exp $187,842 due from the State of Michigan. Favorable Clothing Allowance $1,100 expended in other divisions. Favorable Printing $35,058 due to increased use of the Print Shop and reduced outside printing. Favorable Membership, Dues and Publications $8,031, Training $4,673 and Travel and Conference $12,669 due to department effort to control costs partially offset by unfavorable Computer Research Service ($14,822), Expert Witness Fees and Mileage ($5,907), Grant Match (294,345), Library Continuations ($26,988), Personal Mileage ($4,025) and Office Supplies ($15,826). 3.70% Favorable Equipment Rental $714, Info Tech Operations $20,579, Motor Pool $7,382, Mail Room $2,426, Print Shop $32,945 and Convenience Copier $12,332 due to less than anticipated usage. Partially offset by unfavorable Info Tech CLEMIS ($1,982), Maintenance Department Charges ($944) and Telephone Communications ($2,163). Transfer Out 31,000.00 $ 31,000.00 0.00% $ 4,904,134.00 $ 6,010,508.42 $ 5,892,432.86 $ 118,075.56 1.96% $ 8,285,413.00 $ 8,281,631.16 $ 7,721,477.00 $ 560,154.16 6.76% Turnover 49,824.00 49,824.00 23,135.86 26,688.14 53.56% Favorable Personal Mileage $27,917 due to less than anticipated usage partially offset by unfavorable Clothing Allowance ($1,125) and Witness Fees and Mileage ($104) which are budgeted in Administration. 6,146.00 6,146.00 6,324.87 (178.87) 0.00% Unfavorable Telephone Communications due to increased usage. $ 8,341,383.00 $ 8,337,601.16 $ 7,750,937.73 $ 586,663.43 7.04% Warrants Controllable Personnel Controllable Operating 2.67% Turnover -1.18% Unfavorable Clothing Allowance ($1,125) and Memberships, Dues and Publications ($813) which are budgeted in Administration. Partially offset by favorable Personal Mileage $1,314. Non-Controllable Operating - 0.00% $ 2,297,705.00 $ 2,344,961.00 $ 2,284,408.09 $ 60,552.91 2.58% 11/22/2005 $ 1,539,240.00 $ 1,524,621.66 $ 1,496,934.90 $ 27,686.76 1.82% $ 17,082,462.00 $ 18,217,692.24 $ 17,424,713.58 $ 792,978.66 4.35% COUNTY OF OAKLAND FY 2005 YEAR END REPORT EXPENDITURES PROSECUTING ATTORNEY ADOPTED BUDGET AMENDED BUDGET FY 2005 ACTUAL AMOUNT FAVORABLE (UNFAVORABLE) PERCENT EXPLANATION OF SIGNIFICANT VARIANCES Appellate Controllable Personnel Controllable Operating Non-Controllable Operating $ 1,531,949.00 7,291.00 $ 1,517,330.66 $ 1,491,682.69 7,291.00 5,252.21 - $ 25,647.97 2,038.79 - 1.69% Turnover 27.96% Favorable Personal Mileage due to less than anticipated usage. 0.00% Department Controllable Personnel Controllable Operating Non-Controllable Operating Transfer Out $ 14,330,834.00 $ 14,319,606.78 $ 13,736,557.94 $ 895,281.00 1,935,157.14 1,796,274.58 1,856,347.00 1,931,928.32 1,860,881.06 - 31,000.00 31,000.00 583,048.84 138,882.56 71,047.26 - 4.07% 7.18% 3.68% 0.00% w 11/22/2005 -5.64% Unfavorable overtime and holiday overtime due to the lock replacement program extending into the beginning of this fiscal year and a high prisoner population. This is partially offset by favorability from position vacancies. Actual illustrative rate for medical fringe benefit cost slightly higher than budgeted. $ 27,386,802.74 $ 28,931,518.97 $ (1,544,716.23) Controllable Operating Non-Controllable Operating Transfer Out 8,155,146.00 6,507,947.00 8,283,982.58 8,486,378.14 7,002,858.35 7,049,018.79 68,452.00 68,452.00 (202,395.56) (46,160.44) -2.44% -0.66% 0.00% 390,476.81 1,106,512.42 (24,104.84) (53,662.42) -6.58% -5.10% 0.00% Patrol Services Controllable Personnel Controllable Operating Non-Controllable Operating Transfer Out $ 6,858,534.31 6,391,694.53 $ (466,839.78) Technical Services Controllable Personnel 10,829,110.00 $ -7.30% Unfavorable due to overtime and fringe benefits. Actual illustrative rate for medical fringe benefit cost slightly higher than budgeted. 691,152.00 1,327,735.00 Unfavorable Motor Pool. Internal charges for vehicle use higher than anticipated. 1,467,959.04 1,316,337.08 1,484,793.43 1,173,874.32 16,834.39 1.13% (142,462.76) -12.14% 0.00% Controllable Operating Non-Controllable Operating Transfer Out COUNTY OF OAKLAND FY 2005 YEAR END REPORT EXPENDITURES SHERIFF'S OFFICE ADOPTED AMENDED BUDGET BUDGET AMOUNT FY 2005 FAVORABLE ACTUAL (UNFAVORABLE) PERCENT EXPLANATION OF SIGNIFICANT VARIANCES Sheriffs Office Controllable Personnel Controllable Operating Non-Controllable Operating Administrative Services Controllable Personnel Controllable Operating Non-Controllable Operating Corrective Services Controllable Personnel $ 1,576,521.00 $ 1,454,884.02 $ 1,514,969.22 $ (60,085.20) -4.13% 87,074.00 137,084.00 265,463.42 (128,379.42) -93.65% 1,148,229.00 1,151,925.00 1,071,986.61 79,938.39 6.94% $ 2,811,824.00 $ 2,743,893.02 $ 2,852,419.25 $ (108,526.23) -3.96% $ 1,604,752.97 $ 1,637,257.65 $ (32,504.68) -2.03% 603,319.00 583,960.67 19,358.33 3.21% 588,920.00 604,795.47 (15,875.47) -2.70% ----- 2,796,991.97 $ 2,826,013.79 $ (29,021.82) -1.04% Unfavorable due to overtime and fringe benefits. Overtime needed to cover position vacancies. Actual illustrative rate for medical fringe benefit cost slightly higher than budgeted. Unfavorable due to Grant Match. Grant Match budget recorded in Patrol and Technical Services. Favorable due to Insurance Fund charges. Charges less than originally anticipated. Unfavorable due to fringe benefits. Actual illustrative rate for medical fringe benefit cost slightly higher than budgeted. Favorable due to the volume of uniform cleaning being less than anticipated. $ 1,345,143.00 806,477.00 625,184.00 • $ 2,776,804.00 $ 27,134,580.00 $ 41,797,673.00 $ 42,742,095.67 $ 44,535,367.90 $ (1,793,272.23) -4.20% Corrective Services-Satellites Controllable Personnel $ 15,892,622.00 Controllable Operating Non-Controllable Operating Transfer Out $ 16,226,012.00 $ 17,259,716.88 $ (1,033,704.88) 366,371.97 1,052,850.00 -6.37% Unfavorable overtime due a high prisoner population. This is partially offset by favorability from position vacancies. Actual illustrative rate for medical fringe benefit cost slightly higher than budgeted. Unfavorable custodial supplies. Amount needed is higher than anticipated. Unfavorable Motor Pool. Internal charges for vehicle use higher than anticipated. 368,800.00 1,053,086.00 17,314,508.00 $ 17,645,233.97 $ 18,756,706.11 $ (1,111,472.14) -6.30% 30,261,751.00 $ 31,254,681.40 $ 31,343,234.16 $ (88,552.76) 225,536.00 867,252.30 909,840.76 (42,588.46) 4,231,763.00 4,324,021.49 4,544,706.36 (220,684.87) 31,003.00 228,994.00 197,991.00 31,003.00 ------------------------- ---- ------- ------ ----------- ----- -- $ 34,750,053.00 $ 36,674,949.19 $ 36,995,772.28 $ (320,823.09) -0.28% Unfavorable due to fringe benefits. Actual illustrative rate for medical fringe benefits cost slightly higher than budgeted. -4.91% Unfavorable due to Equip Repairs & Maintenance Charges being higher than anticipated. -5.10% Unfavorable Motor Pool. Internal charges for vehicle use higher than anticipated. 13.54% Favorable due to the total Operating Transfer budget not being needed. -0.87% $ 12,847,997.00 $ 9,050,362.28 $ 9,642,830.43 $ (592,468.15) -6.55% 11/21/2005. EXPLANATION OF SIGNIFICANT VARIANCES COUNTY OF OAKLAND FY 2005 YEAR END REPORT EXPENDITURES SHERIFF'S OFFICE AMOUNT ADOPTED AMENDED FY 2005 FAVORABLE BUDGET BUDGET ACTUAL (UNFAVORABLE) PERCENT Emergency Prep., Training & Comm. Controllable Personnel $ - $ 4,323,719.00 $ 3,659,105.87 $ 664,613.13 15.37% Favorable overtime due to a lower than anticipated need. Controllable Operating - 89,407.40 93,417.71 (4,010.31) -4.49% Favorable Equipment Rental. Charges less than anticipated. Non-Controllable Operating - 190,697.00 203,395.07 (12,698.07) -6.66% Unfavorable due to Radio Communications charges being higher than anticipated. Transfer Out - - 0.00% - $ 4,603,823.40 $ 3,955,918.65 $ 647,904.75 14.07% Department Total Controllable Personnel Controllable Operating Non-Controllable Operating Transfer Out $ 87,039,727.00 $ 88,642,546.66 $ 91,204,337.06 (2,561,790.40) -2.89% 10,334,185.00 $ 11,832,210.68 12,197,496.55 (365,285.87) -3.09% 14,893,944.00 $ 15,485,146.16 $ 15,896,751.80 (411,605.64) -2.66% 31,003.00 $ 297,446.00 266,443.00 31,003.00 10.42% $ 112,298,859.00 $ 116,257,349.50 $ 119,565,028.41 $ (3,307,678.91) -2.85% 11/21/2005 Administration Controllable Personnel Controllable Operating $ 2,650,124.00 $ 2,615,608.44 $ 183,290.00 222,499.60 2,405,813.71 $ 158,049.94 209,794.73 64,449.66 Non-Controllable Operatin. 649,928.00 762,114.09 743,516.75 18,597.34 Division Total $ 3,483,342.00 $ 3,600,222.13 $ 3,307,380.40 $ 292,841.73 8.13% Department Total $ 3,483,342.00 $ 3,600,222.13 $ 3,307,380.40 $ 292,841.73 8.13% COUNTY OF OAKLAND FY 2005 YEAR END REPORT EXPENDITURES COUNTY TREASURER ADOPTED AMENDED BUDGET BUDGET FY 2005 ACTUAL AMOUNT FAVORABLE (UNFAVORABLE) PERCENT EXPLANATION OF SIGNIFICANT VARIANCES 8.02% Turnover. 28.97% Fay. due largely to decreased usage of Data Proc., $37,881, & Office Supplies, $13,356, Professional Svcs, Equip. Repairs & Maint. and lower travel and conference. 2.44% Fay. due largely to decreased usage of equip. rental, mail room, print shop, convenience copier and IT operational costs. Q.) 11/21/2005 Controllable Operating Non-Controllable Operating 239,378.00 240,501.83 614,799.00 948,772.95 240,018.33 483.50 931,296.92 17,476.03 Favorable due to Info Tech Imaging Operations. Volume less than anticipated. 0.20% 1.84% Transfers Out 0.00% COUNTY OF OAKLAND FY 2005 YEAR END REPORT EXPENDITURES CLERK/REGISTER OF DEEDS AMOUNT ADOPTED AMENDED FY 2005 FAVORABLE BUDGET BUDGET ACTUAL (UNFAVORABLE) PERCENT EXPLANATION OF SIGNIFICANT VARIANCES Administration ControNable Personnel $ 643,886.00 $ 650,787.96 $ 631,038.78 $ 19,749.18 3.03% Favorable due to Position Turnover (Deputy Clerk) Controllable Operating 56,350.00 56,350.00 41,096.68 15,253.32 27.07% Favorable $15,000 in Binding Expense. Project delayed until next fiscal year. Non-Controllable Operating 196,878.00 221,667.94 231,089.23 (9,421.29) -4.25% Unfavorable due to Mail Room volume being greater than anticipated. Transfers Out - 0.00% $ 897,114.00 $ 928,805.90 $ 903,224.69 $ 25,581.21 2.75% County Clerk (Vital Stets 8. Legal Roc's) Controllable Personnel $ 4,414,103.00 $ 3,128,063.67 $ 3,296,375.32 $ (168,311.65) -5.38% Unfavorable due to the transfer of positions to the Circuit Court. Not all expenses were transferred to the Circuit Court department along with the budget. $ 5,268,280.00 $ 4,317,338.45 $ 4,467,690.57 $ (150,352.12) -3.48% Elections Controllable Personnel $ 487,766.00 $ 487,766.00 $ 507,907.73 $ (20,141.73) .4.13% Unfavorable due to overtime for the May election. This cost is offset by reimbursement revenue received from local school districts. Controllable Operating 585,300.00 825,470.52 849,456.47 (23,985.95) -2.91% Non-Controllable Operating 109,498.00 161,651.00 160,008.49 1,642.51 1.02% Transfers Out 0.00 - 0.00% $ 1,182,564.00 $ 1,474,887.52 $ 1,517,372.69 $ (42,485.17) -2.88% Register of Deeds Controllable Personnel $ 2,278,330.00 $ 2,292,299.08 $ 2,205,145.65 $ 87,153.43 3.80% Favorable due to turnover. Controllable Operating 1,364,331.00 1,364,331.00 1,101,090.53 263,240.47 19.29% Favorable professional services due to fewer documents being processed and indexed than anticipated. Non-Controllable Operating 1,112,429.00 1,115,070.40 968,091.74 146,978.66 13.18% Favorable due to Micrographics charges being less than anticipated. The volume of documents sent for imaging has declined. Transfers Out - - - 0.00% $ 4,755,090.00 $ 4,771,700.48 $ 4,274,327.92 $ 497,372.56 10.42% Jury Commission Controllable Personnel $ 7,458.00 $ 29,747.44 $ 20,992.00 $ 8,755.44 29.43% Favorable due to Salary and Fringe Benefits for Jury Commission members. Controllable Operating 6,009.00 8,309.00 8,617.60 (308.60) -3.71% Unfavorable due to postage costs necessary to mail large volumes of jury questionnaires that were not anticipated. Non-Controllable Operating 120,783.00 161,998.80 149,456.17 12,542.63 7.74% Favorable due to Telephone Communications. Charges were recorded under Circuit Court Jury Operations. $ 134,250.00 $ 200,055.24 $ 179,065.77 $ 20,989.47 10.49% Department Total Controllable Personnel $ 7,831,543.00 $ 6,588,664.15 $ 6,661,459.48 $ (72,795.33) -1.10% Controllable Operating 2,251,368.00 2,494,962.35 2,240,279.61 254,682.74 10.21% t .1 Non-Controllable Operating 2,154,387.00 2,609,161.09 2,439,942.55 169,218.54 6.49% Transfers Out - - - - 0.00% ------ — -------- ---------- -------- $ 12,237,298.00 $ 11,692,787.59 $ 11,341,681.64 $ 351,105.95 3.00% 11/21/2005 2,665,656.55 $ 258,864.67 8.85% 2,037,224.47 $ 365,096.10 263,335.98 2,665,656.55 $ 74,675.53 153,869.88 30,319.26 258,864.67 3.54% 29.65% 10.32% 8.85% COUNTY OF OAKLAND FY 2005 YEAR END REPORT EXPENDITURES BOARD OF COMMISSIONERS ADOPTED AMENDED BUDGET BUDGET FY 2005 ACTUAL AMOUNT FAVORABLE (UNFAVORABLE) PERCENT EXPLANATION OF SIGNIFICANT VARIANCES Administration Controllable Personnel Controllable Operating Non-Controllable Operating $ 2,103,900.00 $ 2,111,900.00 $ 2,037,224.47 $ 74,675.53 433,606.00 518,965.98 365,096.10 153,869.88 263,335.98 30,319.26 ..... n•n••nnnn•••nn•••••nnn••n•••••nn•n•• 3.54% - Turnover 29.65% - Fay. Public Information $64,100 as annual report for FY 2005 not completed. Funds have been carried forward to cover the cost in FY 2006. Advertising/Communications $5,500, County Audit $2,000, Legal/Legislative $8,900, Professional Services $8,600,Travel $19,500, Workshops $13,400, Mileage $8,600, Postage $10,000, Office Supplies $8,700, Data Processing $1,500 and FA Equipment $3,000 based upon less than anticipated usage. Favorable Travel & Conference due to conscious effort to reduce costs for NACO conference. 10.32% Fay. Info Tech Operations $19,700, Copier $4,400, Telephone Communications $2,600, Printing $2,400 and Motor Pool $1,200 all based upon less than anticipated usage. 328,074.00 293,655.24 Department Total Controllable Personnel Controllable Operating Non-Controllable Operating $ 2,865,580.00 $ 2,924,521.22 $ $ 2,103,900.00 $ 2,111,900.00 $ 433,606.00 518,965.98 328,074.00 293,655.24 $ 2,865,580.00 $ 2,924,521.22 $ 11/21/2005 COUNTY OF OAKLAND FY 2005 YEAR END REPORT EXPENDITURES LIBRARY BOARD ADOPTED AMENDED BUDGET BUDGET AMOUNT FY 2005 FAVORABLE ACTUAL (UNFAVORABLE) PERCENT EXPLANATION OF SIGNIFICANT VARIANCES Library Board Controllable Personnel Controllable Operating Non-Controllable Operating Transfer Out $ 1,016,417.00 $ 1,003,912.11 $ 961,302.45 $ 663,464.00 664,034.00 646,036.55 907,833.00 891,689.33 864,168.87 5,000.00 74,100.00 69,100.00 42,609.66 4.24% 17,997.45 2.71% 27,520.46 3.09% 5,000.00 6.75% Turnover Fay. Data Processing Development $3,000, Library Continuations $3,000 and Periodicals $12,000 as requests were lower than anticipated. Fay. Info Tech Operations $14,900, Copier $10,800 and Motor Pool $1,800 due to usage lower than anticipated. Replacement of computer less than proposed (reduced by one). $ 2,592,714.00 $ 2,633,735.44 $ 2,540,607.87 $ 93,127.57 3.54% Department Total Controllable Personnel Controllable Operating Non-Controllable Operating Transfer Out $ 1,016,417.00 $ 1,003,912.11 $ 961,302.45 $ 663,464.00 664,034.00 646,036.55 907,833.00 891,689.33 864,168.87 5,000.00 74,100.00 69,100.00 42,609.66 4.24% 17,997.45 2.71% 27,520.46 3.09% 5,000.00 6.75% $ 2,592,714.00 $ 2,633,735.44 $ 2,540,607.87 $ 93,127.57 3.54% 11/18/2005 Transfer Out Total COUNTY OF OAKLAND FY 2005 YEAR END REPORT EXPENDITURES DRAIN COMMISSIONER AMOUNT ADOPTED AMENDED FY 2005 FAVORABLE BUDGET BUDGET ACTUAL (UNFAVORABLE) PERCENT EXPLANATION OF SIGNIFICANT VARIANCES Drain Commissioner Controllable Personnel $ 3,414,457.00 $ 3,413,987.00 $ 3,015,969.96 398,017.04 11.66% Fay - Salaries and Overtime $947,669 offset by unfavorable Fringes ($549,652) for non productive adjustment factor. Non-productive factor rate is adjusted annually to recover leave time and the variance is leveled out over multiple periods. Controllable Operating $ 382,475.00 $ 1,876,500.05 827,235.05 1,049,265.00 55.92% Fav - Contracted Services - $7,845 actual Environmental Unit spending less than anticipated budget amount. Unfav - Laundry & Cleaning ($10,117) for the Soil Erosion staffs' uniform program. Fav - Legal Services $5,069 budgeted forecast less than anticipated spending in account. Unfav - Licenses and Permits ($2,800) substantial increase in State of Michigan's DEQ Storm Water Discharge Permit Fee. Fav - Membership, Dues & Publication $46,601 planned budget spending on the Environmental Unit did not occur. Fav - Personal Mileage $18,649 is the result of the Systems being charged directly. Unfav - Printing ($9,229) spending on printing of annual report, letterhead and envelopes. Fav - Professional Services $953,080 includes $946,106 budget for Master Plan that will be carried forward into FY 2006. Unfav - Stream Gauge Program ($8,400) required State of Michigan DEQ rate increased for this program. Fav - Training $5,550 overestimated budget for required training needs. Unfav - Travel & Conference ($5,908) due to underestimated budget to anticipated needs in maintaining knowledge of drain and water issues. Fav - Educational Supplies $36,000 the result of the Environmental Unit planned budget spending of $9,000 did not occur and remaining favorable amount from over estimated budget. Fav - Material and Supplies $33,878 for the Environmental Unit. Non-Controllable Operating $ 1,039,683.00 $ 1,251,138.78 1,322,058.66 (70,919.88) -5.67% Unfav - Drain Equipment ($76,580) the result of a mid year rate increase on equipment. Fav - Print Shop $9,633 use of outside vendor for letterhead and envelopes. Unfav - Convenience Copier ($4,625) because budget allocation under estimated. 56,165.00 56,165.00 56,165.00 - 0.00% ------------------------- ------------------ ------- ----- ------ $ 4,892,780.00 $ 6,597,790.83 $ 5,221,428.67 $ 1,376,362.16 20.86% Department Total $ 4,892,780.00 $ 6,597,790.83 $ 5,221,428.67 $ 1,376,362.16 20.86% 11/21/2005 COUNTY OF OAKLAND FY 2005 YEAR END REPORT EXPENDITURES COUNTY EXECUTIVE AMOUNT ADOPTED AMENDED FY 2005 FAVORABLE BUDGET BUDGET ACTUAL (UNFAVORABLE) PERCENT EXPLANATION OF SIGNIFICANT VARIANCES Administration Controllable Personnel Controllable Operating $ 1,966,416.00 $ 2,126,641.40 $ 2,079,946.35 $ 46,695.05 2.20% Turnover. 301,954.00 378,124.89 241,442.37 136,682.52 36.15% Fay $94,000 Travel and Conference due to travel related to emerging sectors being incurred under Planning and Economic Development during the upcoming fiscal year, $19,000 Membership, Dues & Publications, $21,000 Historical Commission payment withheld. Non-Controllable Operating 479,271.00 496,359.97 494,396.05 1,963.92 0.40% $ 2,747,641.00 $ 3,001,126.26 $ 2,815,784.77 $ 185,341.49 6.18% Emergency Response & Preparedness Controllable Personnel $ 643,140.00 $ 660,484.00 $ 655,200.14 $ Controllable Operating 475,150.00 594,476.00 532,576.39 367,811.00 494,436.70 485,075.43 46,444.00 46,444.00 5,283.86 0.80% - Turnover 61,899.61 10.41% - Fay. Communications, $4,319, due to renegotiation of radar contract and the elimination of pagers. Favorable, $5,301, Education Supplies, $9,023, Equipment Repairs & Maint., $4,274, Workshops and Meetings, $825, Mileage, $13,000, Medical Emergency Training, $19,860, Expendable Equipment, and $5,303, Training Supplies, due to minimal severe weather in Fiscal Year 2005 minimizing the impact on Contractual Services. 9,361.27 1.89% - I.T. Operations costs less than anticipated. Non-Controllable Operating Transfers Out Auditing Controllable Personnel Controllable Operating Non-Controllable Operating Corporation Counsel Controllable Personnel Controllable Operating Non-Controllable Operating $ 1,486,101.00 $ 1,795,840.70 $ 1,719,295.96 $ 76,544.74 4.26% $ 1,109,228.00 $ 1,135,712.40 $ 1,165,325.39 $ (29,612.99) -2.61% Unfavorable due to overtime costs related to the PeopleSoft implementation. 26,180.00 26,180.00 22,393.72 3,786.28 14.46% Fay Personal Mileage and Training. Usage is less than anticipated. 176,684.00 171,098.93 169,763.04 1,335.89 0.78% $ 1,312,092.00 $ 1,332,991.33 $ 1,357,482.15 $ (24,490.82) -1.84% $ 1,951,963.00 $ 1,949,792.22 $ 1,910,143.59 $ 39,648.63 2.03% Turnover. 47,485.00 47,857.60 35,924.92 11,932.68 24.93% Fay Court Cost, Personal Mileage and Library Continuations. Usage is less than anticipated. 238,135.00 236,490.70 230,401.85 6,088.85 2.57% — --- --- ----- ------ ---------------- ------------- $ 2,237,583.00 $ 2,234,140.52 $ 2,176.470.36 $ 57,670.16 2.58% Department Total Controllable Personnel $ 5,670,747.00 $ 5,872,630.02 $ 5,810,615.47 $ 62,014.55 1.06% Controllable Operating 850,769.00 1,046,638.49 832,337.40 214,301.09 20.48% Non-Controllable Operating 1,261,901.00 1,398.386.30 1,379,636.37 18,749.93 1.34% Transfers Out 0 46,444 46,444 $ 7,783,417.00 $ 8,364,098.81 $ 8,069,033.24 $ 295,065.57 3.53% 11/21/2005 Equalization Controllable Personnel Controllable Operating Non-Controllable Operating Transfer Out Fiscal Services Controllable Personnel Controllable Operating Non-Controllable Operating Reimbursement Controllable Personnel Controllable Operating Non-Controllable Operating Transfer Out COUNTY OF OAKLAND FY 2005 YEAR END REPORT EXPENDITURES MANAGEMENT AND BUDGET AMOUNT ADOPTED AMENDED FY 2005 FAVORABLE BUDGET BUDGET ACTUAL (UNFAVORABLE) PERCENT EXPLANATION OF SIGNIFICANT VARIANCES Administration Controllable Personnel Controllable Operating Non-Controllable Operating $ 335,028.00 $ 335,028.00 $ 342335.00 $ (7,307.00) -2.18% Actual Illustrative rate for medical fringe benefit costs slightly higher than budgeted. 7,900.00 7,900.00 7,335.86 564.14 7.14% Fay. due to less than anticipated use of Memberships, Dues & Publications and Workshops & Meetings. 7,934.00 7,934.00 8,635.83 (701.83) -8.85% Unfav. due to higher than anticipated use of Mail Room and Print Shop services. $ 350,862.00 $ 350,862.00 $ 358,306.69 $ (7,444.69) -2.12% Purchasing Controllable Personnel $ 977,087.00 $ 1,033,463.96 $ 1,017,005.84 $ 16,458.12 1.59% Turnover 31,742.00 33,818.40 23,168.66 10,649.74 31.49% Fay. due to less than anticipated usage of Advertising, Memberships, Dues, & Publications, and Travel and Controllable Operating Conference. Non-Controllable Operating 144,992.00 152,341.07 145,246.03 7,095.04 4.66% Fay. due to lower than anticipated use of I.T. Operations, Print Shop and Convenience Copier services $ 1,153,821.00 $ 1,219,623.43 $ 1,185,420.53 $ 34,202.90 2.80% $ 7,075,113.00 $ 7,073,630.27 $ 6,573,657.33 $ 499,972.94 7.07% Turnover 266,265.00 371,231.87 198,391.56 172,840.31 46.56% Fay. due to conscious effort to reduce Personal Mileage $61,207, Professional Services $56,745, FA Expendable Equipment Expense $18,291 and Office Supplies $27,172. 1,412,424.00 1,875,686.38 1,928,106.33 (52,419.95) -2.79% Unfav. due to increased use of Mail Room, Print Shop and Telephone Communications services, partially offset by lower usage of IT. Operations. - 0.00% $8,753,802.00 $9,320,548.52 $ 8,700,155.22 $620,393.30 6.66% $ 5,255,788.00 $ 5,363,162.69 $ 5,210,368.21 $ 152,794.48 2.85% Turnover 149,665.00 208,745.80 144,321.87 64,423.93 30.86% Fay. due to Training Related $25,000 not used because of PeopleSoft Implementation, Advertising $2,000 and Office Supplies $7,155 Fay. due to conscious effort to reduce the budget, and Fay. Professional Services $32,398 due to rate studies by Plante Moran and Maximus put on hold because of PeopleSoft implementation. 1,500,767.00 1,903,254.20 1,830,143.52 73,110.68 3.84% Fay. due to less than anticipated use of I.T. Operations and Mail Room Services. $ 6,906,220.00 $ 7,475,162.69 $ 7,184,833.60 $ 290,329.09 3.88% $ 2,144,968.00 $ 2,181,135.02 $ 2,176,580.91 $ 4,554.11 0.21% Turnover 79,610.00 85,067.00 84,848.84 218.16 0.26% Fay. Filing Fees and FA Expendable Equipment Expense, partially offset by higher than anticipated usage of Professional Services and Refund Prior Years Revenue. 575,263.00 606,122.57 590,359.41 15,763.16 2.60% Fay. due to less than anticipated use of I.T. Operations and Print Shop services. $ 2,799,841.00 $ 2,872,324.59 $ 2,851,789.16 $ 20,535.43 0.71% Department Total Controllable Personnel $ 15,787,984.00 $ 15,986,419.94 $ 15,319,947.29 $ 666,472.65 4.17% Controllable Operating 535,182.00 706,763.07 458,066.79 248,696.28 35.19% Non-Controllable Operating 3,641,380.00 4,545,338.22 4,502,491.12 42,847.10 0.94% Transfer Out - - - - 0.00% $ 19,964,546.00 $ 21,238,521.23 $ 20,280,505.20 $ 958,016.03 4.51% 11/21/2005 183,866.00 $ 2,800.00 24,827.13 186,514.24 $ 39.38 24,549.27 (2,648.24) 2,760.62 277.86 COUNTY OF OAKLAND FY2005 YEAR END REPORT EXPENDITURES CENTRAL SERVICES ADOPTED BUDGET AMENDED BUDGET FY 2005 ACTUAL AMOUNT FAVORABLE (UNFAVORABLE) PERCENT EXPLANATION OF SIGNIFICANT VARIANCES Administrative Controllable Personnel Controllable Operating Non-Controllable Operating Operating Transfer Out $ 183,866.00 $ 2,800.00 13,744.00 -1.44% Actual illustrative rate for medical fringe benefit costs slightly higher than budgeted. 98.59% Fay. due to decrease in travel and conference expenses. 1.12% Fay. due to decrease in printing expenses. 0.18% $ 200,410.00 $ 211,493.13 $ 211,102.89 $ 390.24 23,556.52 14,260.90 15,276.12 1.98% 9.67% 1.40% 0.00% 1.52% 11.33% 1.40% 0.00% $ 2,266,758.00 $ 2,503,205.07 $ 2,450,111.53 $ 53,093.54 2.12% $ 1,337,822.00 $ 1,376,333.85 $ 1,355,425.57 $ 20,908.28 37,583.00 150,222.85 133,201.33 17,021.52 1,016,763.00 1,113,141.50 1,097,587.52 15,553.98 75,000.00 75,000.00 75,000.00 Support Services Controllable Personnel Controllable Operating Non-Controllable Operating Operating Transfer Out Department Total Controllable Personnel Controllable Operating Non-Controllable Operating Operating Transfer Out $ 1,153,956.00 $ 1,192,467.85 $ 1,168,911.33 34,783.00 147,422.85 133,161.95 1,003,019.00 1,088,314.37 1,073,038.25 75,000.00 75,000.00 75,000.00 Fay. due to turnover. Fay. due to less equipment repairs and maintenance. Fay. due to less than anticipated printing, micrographics & reproductions. 1.97% $ 2,467,168.00 $ 2,714,698.20 $ 2,661,214.42 $ 53,483.78 11/17/2005 Controllable Operating Non-Controllable Operating 85,894.01 11,752.13 3,811.88 101,458.02 9.22% - 10.94% - 4.17% - 8.97% COUNTY OF OAKLAND FY 2005 YEAR END REPORT EXPENDITURES FACILITIES MANAGEMENT AMOUNT ADOPTED AMENDED FY 2005 FAVORABLE BUDGET BUDGET ACTUAL (UNFAVORABLE) PERCENT EXPLANATION OF SIGNIFICANT VARIANCES Administration Controllable Personnel $ 352,818.00 $ 360,118.00 $ 361,099.62 $ (981.62) -0.27% - Higher cost due to the temporary double-filling of a position prior to an employee retirement. 9,525.00 52,584.00 $ 414,927.00 9,525.00 1,959.86 7,565.14 79.42% - 54,258.00 67,076.73 (12,818.73) -23.63% - $ 423,901.00 $ 430,136.21 $ (6,235.21) -1.47% Fay. Appraisal Fees $5,000 not required for land sale activity and fav. Travel & Conference $1,925. Unfav. Information Technology Operations as usage greater than anticipated. Facilities Engineering Controllable Personnel Controllable Operating Non-Controllable Operating $ 931,774.00 $ 931,774.00 $ 107,400.00 107,400.00 91,932.00 91,521.72 $ 1,131,106.00 $ 1,130,695.72 $ 1,029,237.70 $ Fay. Salaries, Overtime and Fringe Benefits for time charged to Airport T-Hangar Capital Project. Fav. Professional Services $11,240 based on level of consultant services required during the planning stages of potential capital improvement projects. Fav. Telephone Communications $2,969 due to reduced project activity and fav. Information Technology Operations $1,372 as usage less than anticipated. 845,879.99 $ 95,647.87 87,709.84 Department Total Controllable Personnel Controllable Operating Non-Controllable Operating $ 1,284,592.00 $ 1,291,892.00 $ 1,206,979.61 $ 116,925.00 116,925.00 97,607.73 144,516.00 145,779.72 154,786.57 84,912.39 19,317.27 (9,006.85) 6.57% 16.52% -6.18% $1,546,033.00 $ 1,554,596.72 $ 1,459,373.91 $ 95,222.81 6.13% 11/17/2005 Controllable Operating 10,219.00 337,009.00 342,728.14 COUNTY OF OAKLAND FY 2005 YEAR END REPORT EXPENDITURES HUMAN RESOURCES ADOPTED BUDGET AMENDED BUDGET FY 2005 ACTUAL AMOUNT FAVORABLE (UNFAVORABLE) PERCENT EXPLANATION OF SIGNIFICANT VARIANCES Administration Controllable Personnel $ 298,754.00 $ 588,112.00 $ 485,269.52 $ 102,842.48 17.49% Turnover. (5,719.14) -1.70% Reflects unfav. variance in Professional Services due to continued arbitration with Sheriff's Department deputy contracts. Non-Controllable Operating 9,090.00 21,828.59 17,560.97 4,267.62 19.55% Primarily fav. due to use of print shop and convenience copier less than anticipated. Human Resources - General Controllable Personnel Controllable Operating $ 318,063.00 $ 946,949.59 $ 845,558.63 $ 101,390.96 10.71% $ 2,309,003.00 $ 1,523,100.03 $ 1,487,056.22 $ (35,681.23) -2.34% 406,678.00 221,517.31 257,198.54 - Salary forecast did not properly reflect the actual approved classifications, as well as actual illustrative rate for medical fringe benefit cost higher than budgeted. - Primarily fav. Due to partial expense for Intern Program charged to HR-General division in error. Budget for this account is under Compensation & Benefits Division (see explanation below under Controllable Operating). Total expense for Intern Program reflects an unfavorable variance of ($4,763) due to increase use of Interns within various departments. Expense is partially offset by reimbursement to General Fund from Circuit Court Mediation Fund (see revenue explanation). (35,681.23) -16.11% Non-Controllable Operating 534,170.00 710,753.97 696,607.84 14,146.13 1.99% - Reflects favorable variance primarily due to less than anticipated cost for Information Technology Operations. Compensation & Benefits Controllable Personnel $ 3,249,851.00 $ 2,455,371.31 $ 2,440,862.60 $ (57,216.33) -2.33% $ 738,746.00 $ 1,314,852.00 $ 1,232,445.64 $ 82,406.36 6.27% Turnover. Controllable Operating 229,528.00 271,498.00 205,167.64 66,330.36 24.43% Favorable variance due to Intern Program expense partially recorded in HR-General Division (see explanation above for further details). 24,434.74 9.38% Primarily favorable due to expense for printing Merit Rule books less than $ 1,231,305.00 $ 1,846,881.00 $ 1,673,709.54 $ 173,171.46 9.38% Non-Controllable Operating 263,031.00 260,531.00 236,096.26 Department Total Controllable Personnel Controllable Operating Non-Controllable Operating $ 3,346,503.00 $ 3,426,064.03 $ 3,204,771.38 $ 646,425.00 830,024.31 805,094.32 806,291.00 993,113.56 950,265.07 221,292.65 24,929.99 42,848.49 6.46% 3.00% 4.31% $ 4,799,219.00 $ 5,249,201.90 $ 4,960,130.77 $ 289,071.13 5.51% 11/22/2005 Department Total Controllable Personnel Controllable Operating Non-Controllable Operating COUNTY OF OAKLAND FY 2005 YEAR END REPORT EXPENDITURES HEALTH AND HUMAN SERVICES AMOUNT ADOPTED AMENDED FY 2005 FAVORABLE BUDGET BUDGET ACTUAL (UNFAVORABLE) PERCENT EXPLANATION OF SIGNIFICANT VARIANCES Administration Controllable Personnel $ 189,028.00 $ 189,028.00 $ 187,723.08 $ 1,304.92 0.69% - Salaries fay. $2,825 as budget slightly higher than actual; offset by unfav. Fringe Benefits ($1,521) as actual illustrative rate for medical fringe benefit costs slightly higher than budget. Controllable Operating 7,473,634.00 8,394,302.25 9,287,800.66 (893,498.41) -10.64% - Private Institutions expense is Unfavorable. Currently pursuing this matter with the State Department of Human Services. Non-Controllable Operating 10,835.00 10,835.00 8,035.05 2,799.95 25.84% - Convenience Copier usage less than anticipated. $ 7,673,497.00 $ 8,594,165.25 $ 9,483,558.79 $ (889,393.54) -10.35% Health Controllable Personnel $ 23,497,338.00 $ 23,592,292.75 $ 22,249,956.41 $ 1,342,336.34 5.69% - Favorable turnover, partially offset by (Unfav.) overtime ($196,622). Unfavorability Is due to high activity in Environmental Health, ($156,922), Field Nursing, ($17,108), and the Clinic, ($15,798). Controllable Operating 4,389,282.00 4,730,857.29 4,592,391.35 138,465.94 2.93% - Favorable Mileage, $94,506, and Professional Services, $98,004, including favorability in Equipment Repairs and Maint. $6,472., and T.B. Cases Outside $5,000, due to limited use, offset by (Unfav.) Vaccines ($65,516) due to high activity of flu shots. Non-Controllable Operating 2,928,465.00 3,919,117.22 4,061,563.82 (142,446.60) -3.63% - (Unfav.) Telephone Communications and I.T. Operations as actual costs and usage were greater than budgeted allocation. $ 30,815,085.00 $32,242,267.26 $ 30,903,911.58 $ 1,338,355.68 4.15% Children's Village Controllable Personnel $ 11,093,760.00 $ 11,533,669.97 $ 11,524,868.09 $ 8,801.88 0.08% - Turnover. Controllable Operating 3,294,561.00 3,355,885.16 3,333,732.29 22,152.87 0.66% - Favorability in Toilet Articles, $49,471, Laundry & Cleaning, $30,881, Hospitalization, $5,000, Ambulance, $3,600, Transportation, $531, and Outside Juvenile Detention, $523, due to lower population first half of the fiscal year. Non-Controllable Operating 2,418,723.00 2,510,429.19 2,513,968.04 (3,538.85) -0.14% - (Unfav.) Telephone Communications and Leased Vehicles as usage lower than anticipated. $ 16,807,044.00 $ 17,399,984.32 $ 17,372,568.42 $ 27,415.90 0.16% $ 34,780,126.00 $ 35,314,990.72 $ 33,962,547.58 $ 1,352,443.14 3.83% 15,157,477.00 16,481,044.70 17,213,924.30 (732,879.60) -4.45% 5,358,023.00 6,440,381.41 6,583,566.91 (143,185.50) -2.22% $ 55,295,626.00 $ 58,236,416.83 $ 57,760,038.79 $ 476,378.04 0.82% \c 11121/2005 Public Services - Admin. Controllable Personnel Controllable Operating Non-Controllable Operating $ 168,608.00 $ 168,608.00 $ 171,011.77 $ (2,403.77) -1.43% Actual illustrative rate for medical fringe benefit costs slightly higher than budgeted amount. 7,800.00 7,800.00 $ 2,102.21 5,697.79 73.05% Fay. Communications $1,000, Service Mementos $1,700, Travel $2,000 and Workshop $1,000 based upon less than anticipated useage. 6,727.00 6,727.00 $ 6,444.68 282.32 4.20% Fav. Motor Pool $320 offset by Unfav. Print Shop ($40) based upon less than anticipated usage. $ 183,135.00 $ 183,135.00 $ 179,558.66 $ 3,576.34 1.95% Veteran's Services Controllable Personnel Controllable Operating Non-Controllable Operating $ 1,364,299.00 $ 1,405,794.00 $ 1,400,861.60 $ 254,380.00 244,400.00 $ 217,744.79 233,983.00 233,396.75 $ 229,683.65 COUNTY OF OAKLAND FY 2005 YEAR END REPORT EXPENDITURES PUBLIC SERVICES AMOUNT ADOPTED AMENDED FY 2005 FAVORABLE BUDGET BUDGET ACTUAL (UNFAVORABLE) PERCENT EXPLANATION OF SIGNIFICANT VARIANCES 4,932.40 0.35% - Turnover. 26,655.21 10.91% - Fav. Soldier Burial $25,600 as number of qualifying deaths is lower than anticipated and Transport Service $1,100 per IRS ruling no longer paying for driver's meals when out of Oakland County picking up clients. 3,713.10 1.59% Fav. Info Tech Operations $800, Motor Pool $900, Mail Room $1,100 and Copier $900 based upon less than anticipated useage. Transfer Out 9,980.00 9,980.00 0.00% $ 1,852,662.00 $ 1,893,570.75 $ 1,858,270.04 $ 35,300.71 1.86% Community Corrections Controllable Personnel Controllable Operating Non-Controllable Operating $ 3,058,378.00 $ 3,020,036.00 $ 3,014,647.92 $ 5,388.08 0.18% - Turnover. 600,498.00 883,751.30 1,101,856.84 (218,105.54) -24.68% - Unfav.Contracted Services ($100,200), Grant Match ($125,200) expenditures related to the Community Corrections Comprehensive Plan Grant FY 2005 offset by Fav. Testing materials $7,300. based upon anticipated usage. Increase in Probation Residential Centers (PRC) expense due to extensive use of the program by District Court Judges as an alternative to 478,383.00 606,043.10 596,352.28 9,690.82 1.60% Fav. Telephone $4,400, Copier $2,200, Print Shop $2,000 and Mail Room $1,100 based upon less than anticipated usage usage. Transfer Out 0.00% $ 4,137,259.00 $ 4,509,830.40 $ 4,712,857.04 $ (203,026.64) -4.50% MSU Ext. - Oakland County Controllable Personnel Controllable Operating Non-Controllable Operating $ 714,908.00 $ 734,591.21 $ 733,357.67 $ 1,233.54 0.17% - Turnover. 104,978.00 105,010.75 66,791.04 38,219.71 36.40% - Fav. Car Allowance $3,400 Professional Services $10,400, Travel/Workshops $9,600, Miscellaneous $4,000, Recognition Events $3,900,Dues/Office Supplies/Communications $3,900 and Data Processing $3,000 due to Management taking proactive lead in reducing expenditures and unnecessary costs. 396,117.00 377,629.50 329,408.17 48,221.33 12.77% Fav. Info Tech Operations $12,500, Mail Room $14,700 and Print Shop $21,000 based upon less than anticipated usage. Items normally sent to the Print Shop and then mailed to clients now made available to them via the Internet. $ 1,216,003.00 $ 1,217,231.46 $ 1,129,556.88 $ 87,674.58 7.20% 11/21/2005 Medical Examiner Controllable Personnel Controllable Operating Non-Controllable Operating Transfer Out Non-Controllable Operating 792,735.00 789,557.57 Circuit Court Probation Controllable Personnel - $ Controllable Operating 42,539.00 43,625.19 COUNTY OF OAKLAND FY 2005 YEAR END REPORT EXPENDITURES PUBLIC SERVICES AMOUNT ADOPTED AMENDED FY 2005 FAVORABLE BUDGET BUDGET ACTUAL (UNFAVORABLE) PERCENT EXPLANATION OF SIGNIFICANT VARIANCES Animal Control Controllable Personnel Controllable Operating Non-Controllable Operating $ 3,039,815.00 $ 2,988,648.70 $ 2,855,766.79 $ 130,881.91 4.38% - Fay. Turnover $175,900 primarily due to new underfilled positions for startup of the Genesee County contract; Offset by Unfav. Overtime ($45,000) due to increase case load from Genesee County while new positions are being filled. 574,183.00 608,654.11 585,989.75 22,664.36 3.72% - Fay. Transport Services $28,500 Training $5,800, and Office Supplies $1,200 based on efficiencies initiated by Medical Examiner's Office; offset by Unfav. Professional Services ($12,800) due to increased requirements for toxicology services in connection with autopsy investigations. 902,489.00 1,113,908.12 1,069,563.41 44,344.71 3.98% Fay. Motor Pool $31,900, Info Tech Operations $5,500, Micrographics $1,300, Print Shop $3,100 and Copier $2,500 based upon less than anticipated useage. 60,000.00 75,500.00 75,500.00 $ 4,576,287.00 $ 4,784,710.93 $ 4,511,319.95 $ 197,890.98 4.14% $ 1,691,742.00 $ 1,689,154.23 $ 1,634,839.08 $ 54,315.15 3.22% - Turnover. 69,385.00 150,861.92 155,892.78 (5,030.86) -3.33% - Unfav. Volunteer Programs ($5,000) due to increased use of volunteers and Sheriff Trustys. 519,357.00 662,951.85 657,961.29 4,990.56 0.75% Fay, Motor Pool $6,700 and Mail Room $7,300 offset by Unfav. CLEM ($9,000) based upon less than anticipted usage. $ 2,280,484.00 $ 2,502,968.00 $ 2,448,693.15 $ 54,274.85 2.17% 0.00% 35,249.00 8,376.19 19.20% Fay. Office Supplies $10,800 offset by Unfav. lnterpretor Fees ($1,400) and Travel ($1,000) based upon a change in plans to purchase Office Equipment that was not approved and actual usage. 765,407.13 24,150.44 3.06% Fay. Info Tech Operations $5,000, Print Shop $4,700, Copier $9,500, Telephone $4,500 and Mail Room $400 based upon less than anticipated due to greater utilization of State forms and State owned computers tather than County owned equipment. $ 835,274.00 $ 833,182.76 $ 800,656.13 $ 32,526.63 3.90% Department Total Controllable Personnel $ 10,037,550.00 $ 10,004,832.14 $ 9,810,484.83 $ 194,347.31 1.94% Controllable Operating 1,653,763.00 2,044,103.27 2,165,626.41 (121,523.14) -5.95% Non-Controllable Operating 3,329,791.00 3,790,213.89 3,654,820.61 135,393.28 3.57% Operating Transfer Out 60,000.00 85,480.00 85,480.00 $ 15,081,104.00 $ 15,924,629.30 $ 15,716,411.85 $ 208,217.45 1.31% 11/21/2005. 180,250.00 Non-Controllable Operating $ 2,093,229 00 COUNTY OF OAKLAND FY 2005 YEAR END REPORT EXPENDITURES ECONOMIC DEVELOPMENT AND COMMUNITY AFFAIRS ADOPTED BUDGET AMENDED BUDGET FY 2005 ACTUAL AMOUNT FAVORABLE (UNFAVORABLE) PERCENT EXPLANATION OF SIGNIFICANT VARIANCES Administration Controllable Personnel Controllable Operating $ 1,295,525.00 $ 1,149,629.00 $ 1,060,761.42 $ 617,454.00 623,076.00 188,789.27 237,981.25 176,482.85 $ 2,010,686.25 $ 1,426,033.54 Planning and Economic Development Services Controllable Personnel $ 3,010,763.00 $ 3,031,127.91 Controllable Operating 732,290.00 1,130,981.09 Non-Controllable Operating 88,867.58 7.73% - Turnover 434,286.73 69.70% - Fay. Professional Services $151,840 and Printing $13,640 for the North Oakland County Household Hazardous Waste recycling program (NO HAZ), reflecting consolidation of program collection events (reimbursement of program costs from participating communities was also less than budget). Also, fay. Professional Services $177,618; Printing $20,000: Legal Services $12,500; Information Supplies $12,500; Advertising $9,070; Workshops & Meetings $6,925; Travel & Conference $5,250 and Memberships, Dues & Publications $4,254 for the Solid Waste Resource Management Unit due to level of program activity (the statutory Solid Waste Management Plan process is currently under review by the State, delaying update of the plan until FY 2006). Fay. Memberships, Dues & Publications $19,705 in the Administration Unit will be carried forward to FY 2006 for the Metro Detroit Convention & Visitors Bureau $10,000 and accrued for the Woodward Avenue Action Association $10,000. Fay. Print Shop and Mail Room for Solid Waste Resource Management Unit (see above explanation). Turnover Fay. Professional Services $89,271; Printing $87,151; Business Recruitment $30,147; Expendable Equipment $18,900; Workshops & Meetings $5,993; and DP Development $5,685. The majority of this favorability is funding for the Emerging Sectors Program and business development activities, including promotion of Oakland County during the Super Bowl, and will be carried forward to the FY 2006 Budget. Expendable Equipment fav. is due to utilization of Maintenance Department Charge funding. Partially offsetting this favorability are charges for Dry Goods & Clothing ($12,787) for promotional items for the Emerging Sectors Program and required Drafting Supplies ($6,210). Information Technology Operations costs due to increased business development and recruitment. activity. $ 2,991,467.24 $ 914,544.60 61,498.40 25.84% 584,652.71 29.08% 39,660.67 1.31% 216,436.49 19.14% 783,985.00 816,964.32 822,762.42 (5,798.10) -0.71% $ 4,527,038.00 $ 4,979,073.32 $ 4,728,774.26 $ 250,299.06 5.03% Community and Home improvement Controllable Personnel $ - $ - $ - Controllable Operating - 379,200.00 379,200.00 - 0.00% Non-Controllable Operating - - - - $ 379,200.00 $ 379,200.00 $ 0.00% Department Total Controllable Personnel Controllable Operating Non-Controllable Operating Transfer Out $ 4,306,288.00 $ 4,180,756.91 $ 4,052,228.66 $ 1,349,744.00 2,133,257.09 1,482,533.87 964,235.00 1,054,945.57 999,245.27 128,528.25 650,723.22 55,700.30 3.07% 30.50% 5.28% 0.00% $ 6,620,267.00 $ 7,368,959.57 $ 6,534,007.80 $ 834,951.77 11.33% 11/15/2005 COUNTY OF OAKLAND FY 2005 YEAR END REPORT EXPENDITURES ECONOMIC DEVELOPMENT AND COMMUNITY AFFAIRS/WORKFORCE DEVELOPMENT AMOUNT ADOPTED AMENDED FY 2005 FAVORABLE BUDGET BUDGET ACTUAL (UNFAVORABLE) PERCENT Workforce Development Controllable Personnel $ - $ - $ 22,787.33 $ (22,787.33) Controllable Operating 35,000.00 35,000.00 177.32 34,822.68 Non-Controllable Operating - 77.00 212.29 (135.29) EXPLANATION OF SIGNIFICANT VARIANCES $ 35,000.00 $ 35,077.00 $ 23,176.94 $ 11,900.06 33.93% Charges to the General Fund for unallowable Federal and State workforce development grant costs were less than budget. Department Total Controllable Personnel $ - $ - $ 22,787.33 $ (22,787.33) Controllable Operating 35,000.00 35,000.00 177.32 34,822.68 Non-Controllable Operating - 77.00 212.29 (135.29) $ 35,000.00 $ 35,077.00 $ 23,176.94 $ 11,900.06 33.93% 11/15/2005 Senior Citizen Prescriptions Transistion Expense Transfer to CMHA Printing West Nile Virus Program Total COUNTY BUILDINGS (220000/320000) $ 3,950,958.00 $ 150,000.00 9,620,616.00 $ 12,708,900.00 $ 55,000.00 $ 1,700.00 65,000.00 20,800.00 579,000.00 55,000.00 100.00% 1,700.00 100.00% (5,691.00) -8.76% (1,882.00) -9.05% 120,083.75 20.74% Annual fee for FY 2005 is $531,225. FY 2005 actual include an adjustment for FY 2004 accrual of ($60,500.) 70,691.00 22,682.00 458,916.25 Traffic Improvement Association Total 30,000.00 $ 751,500.00 $ 30,000.00 751,500.00 $ 169,210.75 22.52% 30,000.00 582,289.25 COUNTY OF OAKLAND FY 2005 YEAR END REPORT EXPENDITURES NON-DEPARTMENTAL NON-DEPARTARTMENT APPROPRIATIONS i COUNTY OPERATIONS County Expenditures (210000) Ambulance Fringe Benefits GIS Automation Insurance Fund Insurance Surety Bonds Road Commission \Current Drain Assessment Road Commission\Tri Party Agreement BUDGET AS ADOPTED 19,800.00 $ - $ $ 201,184.00 15,000.00 1,202,300.00 1,500,000.00 BUDGET AS ADJUSTED 19,800.00 4,000,000.00 1,258.78 201,184.00 15,000.00 1,202,300.00 3,500,000.00 FY 2005 ACTUAL 3,973.00 $ 4,000,000.00 130,125.00 54,825.00 1,084,818.77 1,500,000.00 AMOUNT FAVORABLE (UNFAVORABLE) PERCENT 15,827.00 79.93% $ 0.00% 1,258.78 100.00% 71,059.00 35.32% (39,825.00) -265.50% 117,481.23 9.77% 2,000,000.00 57.14% EXPLANATION Funding for NW Highway extension easements will be carried forward to FY 2006. 150,000.00 147,711.00 2,289.00 1.53% 3,000.00 493.45 2,506.55 83.55% 9,620,616.00 9,620,616.00 0.00% 37.68 (37.68) 500,000.00 500,000.00 _ 19,213,158.78 $ 17,042,599.90 $ 2,170,558.88 11.30% 3,219,289.40 $ 3,294,163.70 $ (74,874.30) 0.00% -2.33% Increased use of Maintenance Dept Charges by GF/GP departments. STATE AND FEDERAL - COUNTY ASSOCIATIONS (230000) Area Wide Water Quality 55,000.00 Assoc of Metro Sewage Agencies 1,700.00 Michigan Assoc. of Counties 65,000.00 National Assoc. of Counties 20,800.00 S.E.M.C.O.G. 579,000.00 SUNDRY EXPENSE (240000/270000) $ 300,000.00 $ 300,148.20 $ 594,384.54 $ (294,236.34) -98.03% Loan repayment to DTRF for JIMS is reserved In Fund Balance but not budgeted. RESERVED FOR TRANSFERS (290000) Expenditures Administrative Leave Budget Task Classification and Rate Change Contingency Emergency Salaries Grant Match Info Tech Development Legislative Expense Misc. Capital Outlay Overtime Appropriation Workshops and Meetings Summer Employees Salary Appropriation Total $ (600,000.00) 188,244.00 209,041.00 268,997.00 1,267,500.00 6,999,314.00 6,164,375.00 180,495.00 75,000.00 53,000.00 4,000.00 372,431.00 $ 15,182,397.00 (184,509.00) $ 188,244.00 167,874.00 303,543.00 112,976.79 17,513.00 837,270.71 100,495.00 50,280.00 43,000.00 4,000.00 38,810.22 1,679,497.72 $ - $ (184,509.00) 100.00% - 188,244.00 100.00% - Funds will be used for Budget Transition. - 167,874.00 100.00% - 303,543.00 100.00% - 112,976.79 100.00% - 17,513.00 100.00% - 837,270.71 100.00% - 100,495.00 100.00% - - 50,280.00 100.00% - 43,000.00 100.00% - 4,000.00 100.00% - 38,810.22 100.00% - $ 1,679,497.72 100.00% 90.xls 11/17/2005 COUNTY OF OAKLAND FY 2005 YEAR END REPORT EXPENDITURES NON-DEPARTMENTAL BUDGET BUDGET AMOUNT AS AS FY 2005 FAVORABLE ADOPTED ADJUSTED ACTUAL (UNFAVORABLE) PERCENT EXPLANATION Transfers to Other Funds (310000) Bldg Authority (Debt) $1,440,000.00 $1,524,000.00 $1,520,007.90 $3,992.10 0.26% Capital Improvement Prog. And Capital Acquisitions 5,500,000.00 8,108,058.00 6,108,058.00 - 0.00% Major Projects - 3,671,938.00 3,671,938.00 - 0.00% CLEMIS 1,616,500.00 1,634,860.00 1,634,860.00 - 0.00% Information Technology 2,584,000.00 6,038,414.00 6,036,414.00 - 0.00% Fire Records Management 373,800.00 382,556.00 356,306.00 26,250.00 0.00% Revenue Sharing Reserve Fund - 74,185,650.00 $74,185,650.00 - 0.00% Oak. Enhancement-Community Partnership 55,700.00 55,700.00 55,700.00 - - Total $ 11,570,000.00 $93,599,176.00 $93,568,933.90 $ 30,242.10 0.03% TOTAL NON-DEPT. APPROPRIATIONS $ 44,463,755.00 $ 118,762,770.10 $ 115,082,371.29 $ 3,680,398.81 3.10% One time appropriations for implementation of Financial system. TRANSFER TO GENERAL PURPOSE FUNDS (310000) Health Fund Juvenile Maintenance Fund Social Welfare Fund $ 24,046,218.00 $ 16,302,953.00 15,000.00 $40,364,171.00 25,215,811.07 $ 23,337,436.34 $ 1,878,374.73 7.45% 19,525,464.16 19,358,325.42 167,138.74 0.86% 15,000.00 - 15,000.00 100.00% $44,756,275.23 $42,695,761.76 $ 2,060,513.47 4.60% TOTAL EXPENDITURES $ 84,827,926.00 S 163,519,045.33 $ 157,778,133.05 $ 5,740,912.28 3.51% 90.xls 11/17/2005. FY 2005 BUDGET AS ADOPTED BUDGET AMENDMENTS M.R. #04287 -10121/2004 * Management & Budget - E-Financial System - Phase II M.R. #04317 -11/18/2004 Human Services - SAMSHA Grant Acceptance M.R. #04318 - 11/18/2004 Human Services - MDEQ Reimbursement Agreement M.R. #04313 - 11/18/2004 Board of Commissioners - Alliance of Coalitions of Healthy Communities M.R. #04329 - 11/18/2004 Sheriff & Human Services - FY 2005 Jail Alliance Grant Acceptance M.R. #04311 - 11/18/2004 Sheriff - Patrol Contract Amendment #2 Commerce Twp. M.R. #04312 - 11/18/2004 * Public Services - OMNI Data Capture Project M.R. #04335 - 11/18/2004* Information Technology - CLEMIS Community Crimewatch M.R. #04356 - 12109/2004 * Board of Commissioners - Law Library Computer Equipment Grant M.R. #04341 - 12/09/2004 Community & Economic Development - Delete Account Clerk II Position M.R. #04344 - 12/09/2004 52nd District Court Division ll - Sobriety Court Fee M.R. #04349 - 12/09/2004 * Sheriff - Emergency Communications Center Renovation & Equipment M.R. #04367 - 12/09/2004 County Executive/ERP - Hazardous Materials - Emergency Planning Grant Accept. FY 2005 BUDGET AMENDMENTS M.R. #04369 - 12/09/2004 FY 2004 Year End Report * Drain Commission - Water & Sewer Master Plan Board of Commissioners - Computers for Library Carry Forwards Encumbrances M.B. #04339 - 12/09/2004 Human Resources - Reorganization M.R. #04347 -12/09/2004 Sheriff - Patrol Contract with Oxford Township $ 1,493,924.31 $ 24,300.00 $ 2,813,355.74 $ 1,078,886.16 $ 376,845,339.00 $ 3,671,938.00 $ 17,500.00 $ 68,245.00 $ 50,000.00 $ 72,978.00 $ 378,647.00 $ 60,000.00 $ 675,000.00 44,800.00 $ (63,514.00) $ 18,750.00 $ 725,000.00 $ 8,700.00 $ 5,410,466.21 $ 53,952.00 $ 73,359.00 If ,i / $ 2,182,072.07 $ 862,000.00 5,111.15 1,649.00 500,000.00 68,452.00 2,040.00 500,000.00 14,150.00 30,510.92 19,975.00 70,573.00 107,611.00 FY 2005 BUDGET AMENDMENTS M.R. #04346 - 12/09/2004 $ 35,000.00 Sheriff- Use of Forefeiture Funds/Equip., DARE, Internet and Drug Awareness TOTAL AMENDED BUDGET AS OF 12131/2004 (1ST QUARTER) $ 388,146,160.21 * Denotes use of Designated Fund Balance M.R. #05011 - 01/27/2005 2,400.00 Sheriff - FY 2005 Off-Road Vehicle Grant M.R. #05021 - 02/17/2005 $ 22,531.00 Sheriff - 2005 Auto Theft Prevention Grant Amendment M.R. #05032 - 03/10/2005 $ 109,250.00 Circuit Court - Use of Mediation Funds M.R. #05061 - 03/24/2005 FY 2005 First Quarter Forecast & Budget Amendments Info Tech - Future Tech. Replacement Sheriff - Oakforce Reimbursement M & B _ C.R.I.M.P. Non-Dept. - West Nile Virus Sheriff - Transport Van Upgrade County Executive - Emergency Center Upgrades Human Services - Doctors/Hospitals (Indigents) Circuit Court - Settlement Week Videos Prosecutor - New Laptop Computers M & B _ Equalization GPS Cell Phones M & B _ Convention Facility Tax Sheriff - Diverted Felons TOTAL AMENDED BUDGET AS OF 03/31/2005 (2ND QUARTER) $ 390,462,413.28 M.R. #05063 - 04/14/2005 Dept. Info Tech - Groveland Twp. Fire Records M.R. #05066 - 04/14/2005 Sheriff / BOC/Library - Transfer of Jail Library Positions M.R. #05072 - 04/14/2005 Sheriff - Marine Safety Program Gram Acceptance M.R. #05076 - 04/2812005 County Executive - ERP - Fleet Expansion M.R. #05077 - 04/28/2005 Sheriff - Use Forfeited Funds for Equipment M.R. #05079 - 04/28/2005 Sheriff - Use of Forfeited Funds for Canine Unit M.R. #05093 - 05/12/2005 Management & Budget/Equalization Division - City of Southfield Contract 8,756.00 $ (27,733.00) $ 35,000.00 $ 165,200.00 $ 450,000.00 $ 117,600.00 $ 56,000.00 502- $ 2,697,025.00 521,725.00 14,500.00 156,800.00 1,500,000.00 504,000.00 M.R. #05141 - 08/18/2005 Sheriff - Renaissance Festival Contract M.R. #05217 - 09/22/2005 BOC- Michigan Dept of Human Services Child Care Invoices 1,600.00 $ 277,690.00 $ 76,417,099.00 $ 572,899.00 863,150.00 93,400.00 233,600.00 57,000.00 19,000.00 97,300.00 12,500.00 54,700.00 227,900.00 74,185,650.00 FY 2005 BUDGET AMENDMENTS M.R. #05098 - 05/26/2005 $ (39,411.00) Sheriff - Southfield Detention Facility Operating Agreement M.R. #05107 - 06/16/2005 FY 2005 Second Quarter Forecast & Amendments Information Technology - Existing & Future Operations 52nd District Court - Probation Trng, Psych & Med Exams Clerk's Office - Election Supplies Clerk's Office - Additional Mortgage & Land Transfer Tax Sheriff - Additional Diverted Felon Revenue 2,812.00 M.R. #05101 - 06/16/2005 Information Technology - Revise @ccess Oakland Fee Schedule M.R. #05117 - 06/30/2005 $ (25,630.00) Sheriff - Lyon Twp Law Enforcement Contract TOTAL AMENDED BUDGET AS OF 06/30/2005 (3rd QUARTER) $ 393,902,032.28 M.R. #05218 - 09/22/2005 FY 2005 Third Quarter Forecast & Amendments Information Technology - E-Health Information Technology - Future Tech. Replacement District & Probate Courts - Judiciary Technical Improvement Circuit Court/Family Division - Indirect Cost for FIA & Prof. Svcs District Court - Defense Attorney Fees Prosecutor - Use of Seized Funds Clerk - Election Supplies/Equipment M & B/Purchasing Division - Overtime Public Services/Community Corrections - Contracted Svcs. M & B - Additional Investment Income Non-Dept. - Property Tax - Revenue Sharing Administrative Adjustment as of 10/26/2005 $ 991,983.00 Sheriff - Union Settlement Administrative Adjustment as of 11/01/2005 $ 1,773,000.00 Retiree Health Care TOTAL AMENDED BUDGET AS OF 09/30/2005 (YEAR END) $ 473,363,404.28 20.49% Fav. due to the elimination of part-time staff and a decrease in commodities purchases. 332.14% Fav. due to favorable interest rates. 11/15/2005 MICROGRAPHICS.xls COUNTY OF OAKLAND FY 2005 YEAR END REPORT INTERNAL SERVICE FUND CLERK/REGISTER OF DEEDS ADOPTED AMENDED FY 2005 VARIANCE BUDGET BUDGET ACTUAL FAV/(UNFAV) PERCENT EXPLANATION OF SIGNIFICANT VARIANCES MICROGRAPHICS FUND (654) REVENUES Outside Inside Total Revenues OPERATING EXPENSES NET NON-OPERATING REV REVENUE OVER (UNDER) EXPENDITURES Total Net Assets - Beginning Total Net Assets - Ending $255,056.00 $255,056.00 $137,028.81 475,562.00 475,562.00 397,772.28 $730,618.00 $730,618.00 $534,801.09 1,198,330.00 1,198,330.00 952,801.51 245,528.49 5,000.00 5,000.00 21,607.09 16,607.09 ($462,712.00) ($462,712.00) ($396,393.33) $66,318.67 $1,331,150.00 $934,756.67 ($118,027.19) (77,789.72) ($195,816.91) -46.28% Unfav due to a decrease in volume from outside users. -16.36% Unfav due to a decrease in volume from the Register of Deeds office. NET REVENUES OVER(UNDER) EXPENSES $437,500.00 $437,500.00 $437,500.00 $ - 0.00% Total Net Assets - Beginning Total Net Assets - Ending $1,312,500.00 $1 ,750,000.00 COUNTY OF OAKLAND FY 2005 YEAR END REPORT INTERNAL SERVICE FUNDS SHERIFFS OFFICE ADOPTED BUDGET AMENDED BUDGET FY 2005 ACTUAL VARIANCE FAV/(UNFAV) PERCENT EXPLANATION OF SIGNIFICANT VARIANCES $ (5.786.16) ($5,786.16) $ 5,786.16 SHERIFF AVIATION #680 OPERATING REVENUES: Outside Revenue Inside Revenue Total Revenue OPERATING EXPENSES NET INCOME (LOSS) BEFORE OPERATING TRANSFERS NON-OPERATING REVENUE OPERATING TRANSFERS IN $0.00 $ 1.971.048.00 $1,971,048.00 $1,533,548.00 $437,500.00 $437,500.00 $0.00 $0.00 $0.00 $0.00 $0.00 $ 1,965,261.84 $1.965.261.84 $1,527,761.84 $437,500.00 0.00 $0.00 0.00% -0.29% - Reduced revenues based on lower actual expenditures. -0.29% 0.38% - Fav. Turnover $39,800, FA Equipment $63,400, Gas/Oil $11,200,(1 helicopter in use for period of time), Office Supplies $3,000, Motor Pool $5,900, and Insurance $38,500 offset by Unfav. Repairs ($97,600) (repair invoice for hard landing), Indirect costs ($10,300) (rate change), Training ($21,800) (Personnel changes) and Interest Expense ($26,300) (rate change). 0.00% 0.00% 0.00% $0.00 $ 1.971.048.00 $1.971,048.00 $1,533,548.00 11/15/2005 IDRAIN EQUIPMENT FUND ( 639) OPERATING REVENUES: Inside (P\ COUNTY OF OAKLAND FY 2005 YEAR END REPORT INTERNAL SERVICE FUND DRAIN COMMISSIONER ADOPTED AMENDED FY 2005 VARIANCE BUDGET BUDGET ACTUAL FAV/(UNFAV) PERCENT EXPLANATION OF SIGNIFICANT VARIANCES $2,776,892.00 $2,801,642.00 $2,844,244.93 $42,602.93 1.52% Fav - Dispatch Services $2,436 more SCADA systems in service resulting in more dispatch calls. Unfav - Equipment Rental ($24,324) due to delay in rate increase. Fav - Maintenance Contracts $7,125 the result of increased revenue for SCADA maintenance charges. Fav - Rebilled Charges $22,415 for increase in rebills to Internal Departments. Fay - Reimbursement Building Space Cost $56,296 a new rate increase was Implemented for the pump maintenance building. Fav - Reimb General $89,735 increase is revenue from the Mapping Unit Operations. Unfav - Vehicle Rental ($181,122) due to over estimate of billable vehicle hours. Fav - Prior Year Adjustments $5,662 for payroll correction of a rebill chargeable to another project. Fav - Prior Year Revenue $6,000 for reclassification of a water deposit. Fav - Prior Year Expenditure $58,378 the result of a fixed asset adjustment for the 0 & M Garage. Outside 738,230.00 738,230.00 233,556.27 ($504,673.73) -68.36% Unfav - Equipment Rental ($32,998) because project to convert microfilm to computer disk will not occur in year 2005. Unfav - External Rebilled Charges Revenue ($471,612) is offset by favorable $240K variance in Contracted Services expense. Total Revenue 3,515,122.00 3,539,872.00 3,077,801.20 (462,070.80) -13.05% OPERATING EXPENSES 3,468,613.00 3,495,779.00 3,182,574.21 313,204.79 8.96% Unfav - Salaries ($50,608), Overtime ($6,970) and favorable Fringes $15,852 the result of time and labor being based on historical charges. Fav - Administration $8,350 the result of the System being charged directly for these staff positions. Fav - Communications $ 4,552 because invoice for automatic vehicle location tracking system less than forecasted amount. Fav - Contracted Services $240,182 because of decrease in rebillable repairs. Fay - Equipment Repair & Maintenance $40,317 budget estimate more than anticipated repairs. Fav - Indirect Costs $36,195 the result of the rate being lowered after submitting the requested budget amount. Fav - Maintenance Vehicles $8,235 the result of leasing more vehicles and owning less vehicles maintenance cost Included in lease. Fav - Microfilming & Reproductions $40,000 because project to convert microfilm to computer disk will not occur in year 2005. Unfav - Protective Clothing & Equip ($46,249) purchased new and replaced some old gas detectors. Fay - Travel and Conference $10,000 no outside need for training on equipment. Fay - Uniforms $51,570 result of charging Systems directly instead of Drain Equipment Fund. Fav - Depreciation Equipment $21,316 the result of adjustments for 0 & M Garage and equipment write offs. Unfav - Adj. Prior Years Expense and Adj. Prior Years Revenue ($25,920) the result of adjustments for uncollectable rebills. Fay - Dry Goods And Clothing $14,760 and Employee Footwear $9,570 the result of charging the Systems directly instead of Drain Equipment Fund. 11/15/2005 NET INCOME (LOSS) BEFORE NON-OPERATING REVENUE/(EXPENSE) COUNTY OF OAKLAND FY 2005 YEAR END REPORT INTERNAL SERVICE FUND DRAIN COMMISSIONER ADOPTED AMENDED FY 2005 VARIANCE BUDGET BUDGET ACTUAL FAW(UNFAV) PERCENT EXPLANATION OF SIGNIFICANT VARIANCES Fav - Expendable Equipment Expense $11,909 because forecasted budget exceeded actual spending needs on these items. Unfav - Maintenance, Materials and Shop Supplies ($45,843) due to under estimated budget for these items. Unfav - Maintenance Depart. Charges ($12220) for SCADA dispatch charges to be re-billed to lakes and drains at year end for revenue will offset expense. Fav - Info Tech Operations $107,833 the result of an overestimated budget forecast by Information Technology. Unfav - Motor Pool ($154,645) budget not set to actual historical usage. Unfav - Telephone Communications ($13,810) department charged for replacement of phones, new parts, upgrades and Increased use of Nextel phones. Fav - Insurance Fund $49,427 the result of converting owned vehicles into leased vehicles insurance cost for leased vehicles included in Motor Pool. 46,509.00 44,093.00 (104,773.01) (148,866.01) -337.62% 77,182.00 77,182.00 69,555.14 (7,626.86) -9.88% Unfav - Income from Investments ($11,820) the result of account not earning any return due to the negative cash balance from the purchase of some capital equipment. Fay - Gain (Loss) on Sale of Equip. $10,210 and Unfav - Gain on Sale of Vehicles ($6,400) for sale of user owned items at County Auctions. TRANSFER IN 0.00 485,290.00 485,290.00 0.00 0.00% TRANSFERS (OUT) 123,691.00 455,146.00 455,146.00 0.00 0.00% NET REVENUES OVER(UNDER) EXPENSES $0.00 $151,419.00 ($5,073.87) ($156,492.87) TOTAL NET ASSETS - BEGINNING 3,915,499.00 TOTAL NET ASSETS - ENDING *3,910 425.13 11/15/2005 350.57 $ 350.57 (341,580.70) 2,728,083.30 2,510,298.00 2,510,298.00 1,500,000.00 1,500,000.00 4,010,298.00 4,010,298.00 (940,634.00) (940,634.00) 400,000.00 400,000.00 (2,485,880.52) $ (1,545,246.52) 430,973.86 30,973.86 7.74% 2,100,108.56 410,189.44 3,114,205.83 (1,614,205.83) COUNTY OF OAKLAND FY 2005 YEAR END REPORT INTERNAL SERVICE FUND RISK MANAGEMENT ADOPTED BUDGET AMENDED BUDGET FY 2005 ACTUAL VARIANCE FAV/(UNFAV) PERCENT EXPLANATION OF SIGNIFICANT VARIANCES LIABILITY INSURANCE FUND 677 OPERATING REVENUES: Outside Revenue Inside Revenue Total Revenue 3,069,664.00 3,069,664.00 $ 3,069,664.00 $ 3,069,664.00 2,728,433.87 $ (341,230.13) -11.13% - Unfav. due to decrease of property, helicopter, fleet and other insurance charges, offset by expense. j549.,634.0 $ (540,634.00). OPERATING EXPENSE CLAIMS PAID TOTAL OPERATING EXPENSES OPERATING INCOME (LOSS) NON-OPERATING REVENUE (EXPENSE) NET REVENUES OVER/(UNDER) EXPENSES TOTAL NET ASSETS - BEGINNING TOTAL NET ASSETS - ENDING 16.34% - Fav. due to decrease of indirect costs, turnover of staff, decrease of property, helicopter, fleet and other insurance premiums. -107.61% - Unfav. due to year end adjustment of reserves and a settlement for which a $4,000,000 reserve was setup. 5,214,314.39 (1,204,016.39) -30.02% (2,054,906.66) $ (1,514,272.66) 9,959,291.41 7,904,384.75 (1,\ C>y 11/21/2005 COUNTY OF OAKLAND FY 2005 YEAR END REPORT INTERNAL SERVICE FUND MANAGEMENT AND BUDGET ADOPTED AMENDED FY 2005 VARIANCE BUDGET BUDGET ACTUAL FAV/(UNFAV) PERCENT EXPLANATION OF SIGNIFICANT VARIANCES OFFICE EQUIPMENT FUND 664 OPERATING REVENUE - INSIDE OPERATING EXPENSE $ 642186.00 $ 642,355.00 $ 680,720.32 $ 38,365.32 5.97% Fay. due to increase in equipment rentals 673 486.00 679,190.00 724,154.43 $ (44,964.43) -6.62% Unfav. due to increases in indirect cost rates and depreciation expense OPERATING INCOME (LOSS) (31,300.00) (36,835.00) $ (43,434.11) (6,599.11) 17.92% NON-OPERATING REVENUE (EXPENSE) 31,300.00 31,300.00 51,376.66 20,076.66 64.14% Fav. due to increase in interest on investments NET INCOME (LOSS) BEFORE OPERATING TRANSFERS 0.00 (5,535.00) 7,942.55 13,477.55 OPERATING TRANSFERS IN NET REVENUE OVER/(UNDER) EXPENSES 0.00 55,035.00 55,035.00 $ 0.00% $0.00 $49,500.00 62,977.55 $13,477.55 TOTAL NET ASSETS - BEGINNING 3,578,139.38 TOTAL NET ASSETS - ENDING $3,641,116.93 (/\ 11/17/2005 !FRINGE BENEFITS FUND 878 ADOPTED AMENDED FY 2005 VARIANCE BUDGET BUDGET ACTUAL FAV/(UNFAV) PERCENT -- ----- --- ----- EXPLANATION OF SIGNIFICANT VARIANCES COUNTY OF OAKLAND FY 2005 YEAR END REPORT INTERNAL SERVICE FUNDS FRINGE BENEFITS FUND OPERATING REVENUE RETIREES MEDICAL - VEBA RETIREMENT ADMINISTRATION TUITION REIMBURSEMENT EMPL. DEFERRED COMP. ADMIN. EMPL. DEFERRED COMP. COUNTY EMPLOYEE IN-SERVICE TRAINING DEFINED CONTRIBUTION PLAN GROUP LIFE MEDICAL INSURANCE SOCIAL SECURITY DENTAL INSURANCE OPTICAL INSURANCE DISABILITY INSURANCE SHORT-TERM DISABILITY FRINGE BENEFITS WORKERS COMPENSATION UNEMPLOYMENT COMPENSATION SICK AND ANNUAL LEAVE CASH-OUT EXT - FLEX BENEFIT DEDUCTIONS EXT - FLEX BEN MEDICAL DEDUCTIONS EXT - MEDICAL INSURANCE EXT - DENTAL INSURANCE EXT - OPTICAL INSURANCE EXT - FORFEITURES EXT - CHILD CARE FACILITY PER DIEM INVESTMENT INCOME TOTAL REVENUE OPERATING EXPENSE RETIREES MEDICAL - VEBA RETIREMENT ADMINISTRATION SICK AND ANNUAL LEAVE CASH-OUT TUITION REIMBURSEMENT EMPL. DEFERRED COMP. ADMIN. EMPL. DEFERRED COMP. PRINTING EMPL. DEFERRED COMP. COUNTY EMPLOYEE IN-SERVICE TRAINING IN-SERVICE TRAINING - INFO TECH DEFINED CONTRIBUTION PLAN GROUP LIFE MEDICAL INSURANCE SOCIAL SECURITY DENTAL INSURANCE OPTICAL INSURANCE DISABILITY INSURANCE FLEXIBLE BENEFIT PAYMENTS PROFESSIONAL SERVICES WORKERS COMPENSATION UNEMPLOYMENT COMPENSATION ACCOUNTING SERVICES CHILD CARE FACILITY INDIRECT COSTS TOTAL EXPENSE TRANSFER OUT NET REVENUE OVERAUNDER) EXPENSE TOTAL NET ASSETS - BEGINNING TOTAL NET ASSETS - ENDING 28,777,510.00 32,777,510.00 32,573,735.68 (203,774.32) -0.62% 1,351,700.00 1,351,700.00 1,340,339.55 (11,360.45) -0.84% 350,000.00 350,000.00 348,513.73 (1,486.27) -0.42% 1,500.00 1,500.00 1,500.00 0.00 0.00% 748,500.00 748,500.00 744,598.82 (3,901.18) -0.52% 1,715,100.00 1,715,100.00 1,703,435.12 (11,664.88) -0.68% 15,554,300.00 15,554,300.00 15,443,325.03 (110,974.97) -0.71% 680,000.00 680,000.00 712,640.94 32,640.94 4.80% 28,705,200.00 28,705,200.00 30,670,975.64 1,965,775.64 6.85% - Using Blue Cross illustrative rates and actual premium for Health Alliance Plan 15,785,000.00 15,785,000.00 16,492,180.13 707,180.13 4.48% 3,248,200.00 3,248,200.00 2,827,486.03 (420,713.97) -12.95% - Using Delta Dental illustrative rates 368,000.00 368,000.00 267,613.97 (100,386.03) -27.28% - Using Blue Cross Illustrative rates 861,600.00 861,600.00 896,000.29 34,400.29 3.99% 1,455,000.00 1,455,000.00 1,557,872.12 102,872.12 7.07% 101,000.00 101,000.00 97,122.77 (3,877.23) -3.84% 2,790,800.00 2,790,800.00 3,154,894.32 364,094.32 13.05% 360,000.00 360,000.00 389,815.29 29,815.29 8.28% 841,390.00 841,390.00 834,994.97 (6,395.03) -0.76% 435,000.00 435,000.00 570,620.56 135,620.56 31.18% 1,600,000.00 1,600,000.00 1,656,394.51 56,394.51 3.52% 200,000.00 200,000.00 334,161.54 134,161.54 67.08% 20,000.00 20,000.00 27,025.20 7,025.20 35.13% 2,000.00 2,000.00 3,135.85 1,135.85 56.79% 10,000.00 10,000.00 1,010,008.43 1,000,008.43 10000.08% 41,000,000 in Oakland County forfeiture money returned from ICMA 0.00 0.00 46,951.28 46,951.28 0.00% 0.00 0.00 455.00 455.00 0.00% 554,700.00 554,700.00 845,622.53 290,922.53 52.45% 106,516,500.00 110,516,500.00 114,551,419.30 4,034,919.30 3.65% 28,777,510.00 32,777,510.00 32,777,510.00 0.00 0.00% 1,351,700.00 1,351,700.00 1,435,478.45 (83,778.45) -6.20% 841,390.00 841,390.00 1,294,768.85 (453,378.85) -53.88% 350,000.00 350,000.00 331,795.86 18,204.14 5.20% 1,000.00 1,000.00 66,120.90 (65,120.90) -6512.09% -Update of Deferred Compensation Plan Document and fund performance review 500.00 500.00 1,459.80 (959.80) -191.96% 748,500.00 748,500.00 765,477.10 (16,977.10) -2.27% 1,315,100.00 1,261,148.00 792,047.87 469,100.13 37.20% 400,000.00 400,000.00 259,323.39 140,676.61 35.17% 15,554,300.00 15,554,300.00 13,648,212.88 1,906,087.12 12.25% -Due to decrease in turnover result is fewer new hires than anticipated in Defined Contribution Plan 680,000.00 680,000.00 751,324.93 (71,324.93) -10.49% 30,505,200.00 30,505,200.00 29,674,593.33 830,606.67 2.72% 15,785,000.00 15,785,000.00 16,941,785.75 (1,156,785.75) -7.33% 3,268,200.00 3,268,200.00 3,057,028.37 211,171.63 6.46% 370,000.00 370,000.00 334,658.48 35,341.52 9.55% 2,316,600.00 2,316,600.00 2,425,609.17 (109,009.17) -4.71% 310,000.00 310,000.00 222,302.48 87,697.52 28.29% 125,000.00 125,000.00 82,942.00 42,058.00 33.65% 2,790,800.00 2,790,800.00 2,244,454.45 546,345.55 19.58% 360,000.00 360,000.00 436,245.14 (76,245.14) -21.18% 101,000.00 101,000.00 100,373.33 626.67 0.62% 264,700.00 264,700.00 193,716.61 70,983.39 26.82% 300,000.00 300,000.00 337,164.00 (37,164.00) -12.39% 106,516,500.00 110,462,548.00 108,174,393.14 2,288,154.86 2.07% 0.00 (53,952.00) (53,952.00) 0.00 -Due to Human Resources reorganization per Miscellaneous Resolution #04339 0.00 0.00 6,323,074.16 6,323,074.16 16,091,297.98 22,414,372.14 FRINGE BENEFITS.xls 11/15/2005 OPERATING EXPENSE OPERATING INCOME (LOSS) NON-OPERATING REVENUE (EXPENSE) NET REVENUE OVER/(UNDER) EXPENSES TOTAL NET ASSETS - BEGINNING TOTAL NET ASSETS - ENDING 3,361,191.00 3,361,191.00 3,408,250.53 (47,059.53) 253,284.00 253,284.00 (128,488.17) (381,772.17) 2,770.00 2,770.00 7,254.63 4,484.63 $256,054.00 $256,054.00 (121,233.54) ($377,287.54) 839,896.39 $718,662.85 MAILING, CONVENIENCE COPIER AND PRINTING FUND 667 OPERATING REVENUES: Outside Revenue Inside Revenue Total Revenue $276,533.00 $276,533.00 $442,238.28 $165,705.28 3,337,942.00 3,337,942.00 2,837,524.08 (500,417.92) $3,614,475.00 $3,614,475.00 $3,279,762.36 ($334,712.64) COUNTY OF OAKLAND FY 2005 YEAR END REPORT INTERNAL SERVICE FUNDS CENTRAL SERVICES ADOPTED AMENDED FY 2005 VARIANCE BUDGET BUDGET ACTUAL FAV/(UNFAV) PERCENT EXPLANATION OF SIGNIFICANT VARIANCES MOTOR POOL FUND 661 OPERATING REVENUE: Outside Revenue Inside Revenue Total Revenue OPERATING EXPENSE OPERATING INCOME (LOSS) 114,430.00 114,430.00 55,383.39 ($59,046.61) -51.60% - Unfav. due to less work performed for outside agencies than anticipated 4,819,205.00 4,916,665.00 5,039,298.80 122,633.80 2.49% - Fay. due to increase in number of vehicles in fleet 4,933,635.00 5,031,095.00 5,094,682.19 63,587.19 6,010,394.00 6,107,854.00 6,373,188.54 (265,334.54) -4.34% - Unfav. due to increase in car wash, indirect costs and insurance expenses (1,076,759.00) (1,076,759.00) (1,278,506.35) (201,747.35) -18.74% NON-OPERATING REVENUE (EXPENSE) NET INCOME (LOSS) BEFORE OPERATING TRANSFERS OPERATING TRANSFERS IN NET REVENUE OVER/(UNDER) EXPENSES TOTAL NET ASSETS - BEGINNING TOTAL NET ASSETS - ENDING 430,000.00 430,000.00 296,910.35 (133,089.65) -30.95% (646,759.00) (646,759.00) (981,596.00) (334,837.00) -51.77% 123,691.00 764,386.00 764,386.00 0.00 0.00% (523,068.00) 117,627.00 (217,210.00) (334,837.00) 6,802,572.80 $6,585,362.80 - Unfav. due to decline in interest received and decrease in proceeds from vehicles sold 59.92% - Fay. due to increase of cities, villages and townships utilizing county mail room and print shop. -14.99% - Unfav. due to ($238,235) reduction to postage as more internal mail processed with bar codes, ($70,960) due to reduction of ordering stationery stock by departments, ($144,100) reduction of convenience copier charges due to new contract offset by expense and ($40,340) reduction in printing due to use of new equipment to perform tasks that were previously sublet. -1.40% - Unfav, due to increase of indirect costs. 161.90% - Fay. due to increased interest on Investments. 11/17/2005 FY 2005 ACTUAL AMENDED BUDGET $4,283,332.00 $4,283,332.00 $4,607,363.69 $324,031.69 $4,662,503.00 $4,662,503.00 $5,325,107.15 ($662,604.15) ($379,171.00) ($379,171.00) ($717,743.46) ($338,572.46) $ 271,795.00 $ 379,171.00 $ 829,406.67 $450,235.67 $111,663.21 0.00 $710,512.08 $822,175.29 ($107,376.00) 0.00 107,376.00 $0.00 $0.00 0.00 107,376.00 $107,376.00 $ 111,663.21 0.00 817,888.08 $929,551.29 $ 62,055,392.00 $62,984,943.29 OPERATING REVENUE OPERATING EXPENSE NET OPERATING INCOME (LOSS) NON-OPERATING REVENUE TOTAL INCOME BEFORE CONTRIBUTIONS AND TRANSFERS TRANSFER IN CAPITAL CONTRIBUTION TOTAL NET INCOME (LOSS) TOTAL NET ASSETS - BEGINNING TOTAL NET ASSETS - ENDING 7.56% - Fav. Reimb US Customs Service $186,834 due to rate increase and service to larger aircraft and Land Leases $146,388 due to rate increases. -14.21% - Unfav. Overtime ($47,373), Airport Grounds Maintenance ($28,981) , Professional Services ($80,085), FA Expendable Equipment Expense ($46,725), and Indirect Costs ($38,186) due to higher usage than anticipated. 89.29% 118.74% Fav. Income from Investments $29,952 higher than anticipated and Contributed Capital $817,888 due to completed construction of the apron, widening of the taxiway and extending and removal of one runway at the Oakland County International Airport. It is partially offset by unfav.Interest Expense ($257,620) and Uncollectible Accounts Receivable ($34,116). 0.00% 0.00% COUNTY OF OAKLAND FY 2005 YEAR END REPORT ENTERPRISE FUNDS CENTRAL SERVICES ADOPTED BUDGET OAKLAND COUNTY INTERNATIONAL AIRPORT (581) VARIANCE FAV/(UNFAV) PERCENT ----- EXPLANATION OF SIGNIFICANT VARIANCES 11/22/2005 $138,519.33 $145,038.20 ($6,518.87) ($10,824.67) $4,305.80 ($6,518.87) $0.00 $0.00 NET REVENUES OVER(UNDER) EXPENSES 16A18.87)‘ ($6,518.87) 0.00% $10,756.89 COUNTY OF OAKLAND FY 2005 YEAR END REPORT INTERNAL SERVICE FUNDS FACILITIES MANAGEMENT ADOPTED BUDGET AMENDED BUDGET FY 2005 ACTUAL VARIANCE FAV/(UNFAV) PERCENT EXPLANATION OF SIGNIFICANT VARIANCES FACILITIES MAINTENANCE & OPERATIONS (#831) OPERATING REVENUES: Outside Revenue Inside Revenue Total Revenue OPERATING EXPENSES NET INCOME (LOSS) BEFORE OPERATING TRANSFERS NON-OPERATING REVENUE TRANSFERS IN TRANSFERS OUT NET REVENUES OVER(UNDER) EXPENSES TOTAL NET ASSETS - BEGINNING TOTAL NET ASSETS - ENDING $265,900.00 24,174,666.00 $24,440,566.00 $24,525,566.00 ($85,000.00) ($85,000.00) $85,000.00 $85,000.00 ($390,200.00) s0.00 ($390,200.001 $272,509.94 24,552,431.49 377,765.49 $24,824,941.43 $384,375.43 $24,807,082.95 ($281,516.95) $17,858.48 $102,858.48 $178,223.97 93,223.97 ($390,200.00) - ($194,117.55), $196,082.45 $10,179,780.23 $9,985,662.68 2.49% - Payment to County from Sprint Spectrum for granting of electrical service easement over Trusty Camp property. 1.56% - Fay. Maintenance Department Charges $392,162 based on departmental requests; fay. sales of equipment $23,662; and State reimbursement of Emerald Ash Borer Tree Planting Grant expenditures $8,395; partially offset by reduced Office Space Rental revenue ($56,745) as per lease agreement for 1.57% office space charges for the O.C. Road Commission at the Information Technology Center. -1.15% - Unfav. Sublet Repairs costs ($544,105) based on maintenance and repair work required from outside vendors, including replacement of two generators at County facilities, replacement of primary switch at the former Oakland Schools Building, and lease of generator during air conditioning repair at the Public Works Bldg.; Fuel Oil and Natural Gas costs ($153,899) due to commodity price increases; Electrical Service ($209,632) due to increased cost and increased demand for air conditioning; Water & Sewage Charges ($79,368) due to Increased demand and rate increase from the City of Pontiac; Grounds Supplies, Maintenance Supplies and Material ($51,518) due to installation of security barriers; Motor Pool ($44,788) based on usage and the addition of two vehicles; Telephone Communications ($22,003) and Drain Equipment ($16,339) based on usage. Unfav. Is partially offset by fav. Indirect Cost Charges $247,593 due to determination of charge subsequent to budget formulation; fav. Salaries and Fringe Benefits $431,833 due to turnover; fay. Overtime $33,577 due to level of snowplowing activity; fay. Depreciation $37,197 based on current depreciation schedule; and fay. IT Operations $48,942 and Custodial Supplies $32,821 based on required usage. 109.68% - Fav. Investment Income based on higher interest rates. - Transfers to Project Work Order Fund for Maintenance Projects $360,000 and to the Motor Pool Fund for the purchase of two (2) vehicles $30,200. $265,900.00 24,174,666.00 $24,440,566.00 $24,525,566.00 $6,609.94 'PONTIAC MARKET (0261) OPERATING REVENUES - OUTSIDE OPERATING EXPENSES NET INCOME (LOSS) BEFORE OPERATING TRANSFERS TRANSFERS IN TRANSFERS OUT $149,344.00 $149,344.00 $149,344.00 $149,344.00 $0.00 $0.00 -7.25% - Lower Daily Stall Rental revenue reflects marginally reduced level of Market activity. 2.88% - Fay. Indirect Costs $1,608 due to determination of charge subsequent to budget formulation, and fay. fringe benefit costs $3,178 for the Market Master position. 0.00% 0.00% TOTAL NET ASSETS - BEGINNING TOTAL NET ASSETS - ENDING ‘-` k.r.) FACILITIES INTERNAL FORE.xls 11/15/2005 Outside Inside COUNTY OF OAKLAND FY 2005 YEAR END REPORT INTERNAL SERVICE FUNDS INFORMATION TECHNOLOGY ADOPTED AMENDED FY 2005 VARIANCE BUDGET BUDGET ACTUAL FAV/(UNFAV) PERCENT — — 'Information Technology - Operations (636) OPERATING REVENUES: EXPLANATION OF SIGNIFICANT VARIANCES $1,543,233.00 $1,544,171.00 $1,152,554.06 ($391,616.94) -25.36% - Unfav. primarily due to less than projected estimate of Deferred Land File Tax ($269.065)& Access Oakland ($70,514) on-line usage of new products offered through 05)ccess Oakland program; ($221,593) decrease external customers requests. Unfav. Offset by increase Interest Income $230,458 due to improved returns. 24,223,276.00 24,325,294.00 27,660,541.52 3,335,247.52 13.71% - Fay. due to increase in Contributions $4,198,044 for People Soft Ph I recognized in Info Tech Fund & Non- Govr1 Development $1,655,846. Fav. partially offset by unfavorable OC Dept Oper & Dev ($2,344,248), Imaging Oper & Dev (176,334) for decrease internal digs. OPERATING TRANSFERS IN 2,625,000.00 9,095,714.00 9,045,714.00 (50,000.00) -0.55% Transfer from Radio decreased (50,000) for I.T. Help Desk. TOTAL OPERATING REVENUES 28,391,509.00 34,965,179.00 37,858,809.58 2,893,630.58 8.28% OPERATING EXPENSES 35,427,915.00 39,891,760.00 31,124,654.53 8,767,105.47 21.98% - Favorability primarily due to Depreciation $4,022,442 for IT projects in progress not fully operational; Salary & FB $523,632 turnover; $1,371,679 software purchases & $1,161,010 software maint for reducing maint on old network equipment; $830,688 Equip,repairs & maInt; $508,067 prof sirs due to timing of completion of projects; $280,675 Printing supplies fay. in effort to have items printed locally. OPERATING TRANSFERS (OUT) OPERATING INCOME (LOSS) TOTAL NET ASSETS - BEGINNING TOTAL NET ASSETS- ENDING 0.00 11,055.00 11,055.00 0.00 0.00% ($7,036,406.00) , ($4,937,636.00) $6,723,100.05 $11,660,736.05 23,974,989.00 $30,698,089.05 , linfonnation Technology - Telephone Communkations(675) OPERATING REVENUES: Outside Inside OPERATING TRANSFERS IN Total OPERATING EXPENSES OPERATING TRANSFERS (OUT) OPERATING INCOME (LOSS) TOTAL NET ASSETS - BEGINNING TOTAL NET ASSETS - ENDING Favorable interest income $30,653 due to improved returns and higher cash balance; offset by decreased $34,747.00 $52,416.73 $17,669.73 50.85% usage by external customers ($13,030). 3,836,470.00 4,288,659.14 452,189.14 11.79% Favorable due to increased telephone usage $452,224 including re-billed Expendable equipment. 0.00 0.00 0.00 0.00% 3,871,217.00 3,871,217.00 4,341,075.87 469,858.87 12.14% Favorable salary and related fringes $42,720 due to unfilled position. Communications $184,425 3,816,870.00 3,816,870.00 3,779,533.10 37,336.90 0.98% favorable due (orate reductions. Unfavorable Maint. Equip. ($62,547) offset by favorability due to decreased usage & cost cutting: Contracted Services $10,500, Equip. Repairs $36,105, Personal Mileage 0.00 0.00 0.00 0.00 0.00% $1,155, Prof. Services $15,010, Software Support $23,910, Special Projects $68,250, Sublet Repairs $1,120, Tower Charges $20,988, Travel/Conference $13,005 and Voice Mail $47,000. Unfavorable Software $54,347.00 $54,347.00 , $561,542.77 $507,195.77 Purchase ($12,630) due to unanticipated required upgrade; non-controllable Indirect cost unfav. ($141,153); unfavorable Expendable equipment ($179,074) offset by rebilled revenue; unfavorable Depredation ($24,717 3,456,344.04 due to capital equipment additions. Non-controllable ISF unfavorable ($6,597). $4.017,886.81 $34,747.00 3,836,470.00 0.00 7,006,090.39 1,716,400.00 10,787,674.99 6,260,498.93 0.00 $4,527,176.06 12,135,402.39 $16,662,578.45 0.00% Transfer from Radio decrease ($50,000) for projected CLEMIS suPPr1. 8.39% -2.43% Favorable primarily due to Depreciation $2,820,774 CLEMIS projects in progress & not fully operational that is offset by Unfav. ISF Info Tech Developmnt ($206,715) due to addl assistance for Records Mgmt System. (50,000.00) 4,210,078.99 2,686,746.07 $8,061,241.00 775,850.00 28 827.00 8.865,918.00 4,949,509.00 150,000.00 $3,766,409.00 OPERATING REVENUES: Outside Inside OPERATING TRANSFERS IN TOTAL OPERATING REVENUES OPERATING EXPENSES OPERATING TRANSFERS (OUT) OPERATING INCOME (LOSS) TOTAL NET ASSETS - BEGINNING TOTAL NET ASSETS - ENDING $8,061,241.00 771,726.00 0.00 8,832,967.00 4,934,696 00 150,000.00 $3,748,271.00 $7,661,890.39 1,002,038.88 53 376.90 8,717.306.17 4,055.349.70 50 000.00 100,000.00 66.67% $4,611,956.47 $845,547.47 32,840.064.93 $37,452,021.40 COUNTY OF OAKLAND FY 2005 YEAR END REPORT INTERNAL SERVICE FUNDS INFORMATION TECHNOLOGY FY 2005 ACTUAL ADOPTED BUDGET information Technology • CLEMIS (635) I AMENDED BUDGET VARIANCE FAVAUNFAV) PERCENT EXPLANATION OF SIGNIFICANT VARIANCES $2,065,184.60 OPERATING REVENUES: Outside Inside OPERATING TRANSFERS IN TOTAL OPERATING REVENUES OPERATING EXPENSES OPERATING TRANSFERS (OUT) OPERATING INCOME (LOSS) TOTAL NET ASSETS - BEGINNING TOTAL NET ASSETS - ENDING $1,960268.00 $1,960,268.00 2,850,165.00 2,850,928.00 1 716 500.00 1,766,400.00 6,526,933.00 6,577,596.00 8,946,482.00 8,947,245.00 0.00 0.00 152,419,549.00) ($2,369,649.00) $104,916.60 8.38% Favorable due to increased CLEWS membership $38,787, Rebilled chgs $51,450 & LiveScan Maint $15,690. Fav. Interest Income $28,914 due to improved returns. Favorability partially offset by less than projected In-Car Terrninal (External) revenue ($29,925). 4,155,162.39 53.20% Favorable due to increase in Contributions from Video Arraignment project recognized In CLEMIS Fund. 0.00 0.00% $6,896,825.06 (Information Technology • Radio Communications (660) ($399,350.61) 4.95% 226.188E8 29.15% 24 549.90 85.16% (148,611.83) 109.36% 894,159.30 18.07% Unfavorable E911 Surcharge due to slower growth in land lines ($4488,266) designated for new system. Favorable Antenna Site revenue $17,961 due to equipment additions by existing tower customers. Favorable External agency revenue $307,255 due to timing of new system Implementation, offset by unfav. ($500,000) delay of Gain on sale of old system. Favorable Interest Income $263.700 due to improved return and available cash. Favorable Leased equipment $79,675 and Parts & accessories revenue $155.881 slightly offset by unfavorable Labor revenue ($9,373) due to continuing maintenance of legacy system. Favorable Operating Transfer $24,549 due to timing of FY2004 Grant transfer. Salaries 8 Fringes ($28,834) unfav, due to new system implementation. Cornmunications ($118,006), Equip. Repairs ($71,082), Utilities ($7,761) and Maint. Contract ($12,062) unfav. due to tower construction; Indirect cost $43,185 favorable. Freight $2,021 and Travel $4,324 favorable due to cost-cutting. Unfavorable Rent ($30,513) offset by Tower Charges $85,556 favorable due to lining of new tower leases. Professional Svcs. $129,702 favorable due to lower than anticipated expense of new system. Special Projects ($88,683) unfav. due to FAA mandated upgrade of tower lighting. Parts ($63,650), Shop Supplies ($2,071) and Expendable Equip. ($1,773) unfav. due to maintenance of legacy system, offset by revenue and favorable Small Tools $14,901. Favorable depreciation $770,874 due to timing of new system start-up. Interest on debt $300,000 favorable due to extension of E911 surcharge. ISF charges for IT Development ($9,937), Operations ($10,910), Motor Pool ($16,593) and Telephone ($4,210) unfavorable due to new system implementation, partially offset by favorable Maintenance $6,480 and Print Shop $2,887. Favorable operating Transfers out due to deferred budgeted transfers to CLEMIS $50,000 and IT funds $50,000. ti‘ ADOPTED BUDGET FY 2005 ACTUAL AMENDED BUDGET EXPLANATION OF SIGNIFICANT VARIANCES VARIANCE FAVAUNFAV) PERCENT $152,700.00 373 800.00 526,500.00 585,377.00 0.00 $158,100.00 382,556.00 540,656.00 594,133.00 0.00 058,877.00), MAn011 COUNTY OF OAKLAND FY 2005 YEAR END REPORT INTERNAL SERVICE FUNDS INFORMATION TECHNOLOGY [Fire Records Management 5311 OPERATING REVENUES: Outside OPERATING TRANSFERS IN TOTAL OPERATING REVENUES OPERATING EXPENSES OPERATING TRANSFERS (OUT) OPERATING INCOME (LOSS) TOTAL NET ASSETS- BEGINNING TOTAL NET ASSETS - ENDING $152,853.30 ($5,246.70) -3.32% 406.0O (26,250.00) -6.86% 509,159.30 (31,496.70) -5.83% 655,188.06 (61,055.06) -10.28% 0.00 0.00 0.00% ($146,028.76) ($92,551.76) 496,363.61 $350,334.85 Unfavorable Outside Agency revenue ($4,522) due to timing of addition of member agencies; unfavorable Rebilled charges ($4,911) due to timing of connectivity billing offset by favorable communication cost. Favorable Interest income $4,187 due to improved returns and higher cash balance. Unfavorable Operating transfer ($26,250) result of GF support budget based on Outside Agency revenue. Favorable Salaries and Fringes 517,878 due to decreased overtime and on call salaries. Communication cost favorable $4,911 offset by decreased Rebilled charge revenue; Equipment Repairs & Maintenance $15,587, Personal Mileage $1,474, Software Purchase $4,816, Software Support $4,320 and Travel/ Conference $5,000 all favorable due to decreased usage and cost cutting. Non-controllable Indirect cost ($30,786) unfavorable. Expendable equipment unfavorable ($78,028) due to necessary equipment replacement. ISF Info Tech Development ($12,919) unfavorable due to unanticipated usage, partially offset by favorable Info Tech Operations $7,240. County of Oakland Detail of non-departmental sundry revenue For the twelve months ended September 30, 2005 Refund of prior year's expenditures: Unused FY2004 West Nile funds $ 102,249.32 Adjustment for payment to U of M Recorded twice thru accrual 26,000.00 Reimbursement REAP expenses 8,000.00 Miscellaneous 5,089.13 $ 141,338.45 Sundry revenue: Commission for public telephones 864,595.31 Checks cancelled 17,540.50 Miscellaneous 17,406.24 NSF check fees 11,997.91 Sale of equipment 8,430.00 Refund of employee compensation 5,273.93 Prior years revenue 1,015.90 Refunds 647.11 Garnishment fees 472.00 Interest on investments 428.60 927,807.50 Total $1,069,145.95 6,7 County of Oaldand Detail of non-departmental sundry expenditures For the twelve months ended September 30, 2005 DTRF loan payback $517,950.00 Refund prior years revenue 28,602.06 Auction loss 13,046.63 Bank charges 12,137.09 Reimbursement union president salary 9,803.04 Reimbursement human services coor. Counsel fund 5,682.14 Logo and trademarks 3,082.50 Fees and per diem 1,436.00 GFOA application fees 1,045.00 Print shop 699.58 Miscellaneous 490.00 Reinstatement of prior years checks 258.40 Juror fees and mileage 151.80 Total $ 594,384.54 a 2005 UNCOLLECTABLE HOME IMPROVEMENT LOANS 1 CASE # HOMEOWNER OUTSTANDING BALANCE ADDRESS 8038 Barbara A. Douglas $9,900 21841 Kipling, Oak Park 48237 8093 Stephanie Ackerman $9,900 22730 Rosewood, Oak Park 48237 8104 Gregory & Jane Parrott $9,900.00 636 E Meyers, Hazel Park 48030 8211 Kary A Coleman $9,890 3448 Grange Hall, Holly 48442 8632 Marilyn J Wismer $21,155 417 E Milton, Hazel Park 48030 9084 Donald K Burgess $18,573 1236 E Goulson, Hazel Park 48030 9132 Deborah Henry $20,000.00 22110 Condon, Oak Park 48237 9162 Mark E & Guendalyn Hall $21,750.00 1536 E Harry, Hazel Park 48030 9345 Sherry Dunleavy* $20,571.00 585 Fisher, Highland 48357 2081 Sherry Dunleavy* $4,925 585 Fisher, Highland 48357 4510 Sherry Dunleavy* $9,818 585 Fisher, Highland 48357 2175 Lawrence & Margaret Cook $6,350 1 21205 Westview, Femdale 48220 8092 Sandra Neelands* $9,900 860 E Brockton, Madison Hts 48071 2329 Sandra Neelands* $7,232 860 E Brockton, Madison Hts 48071 2509 Edna Wells Gardner $7,613 23036 Oakcrest, Oak Park 48237 3028 Roger & Scarlet Hurt $9,757 357 W Meyers, Hazel Park 48030 3044 Donald & Linda Bilbrey $6,175 1261 E Hudson, Madison Hts 48071 3261 Sandra Hill $7,684 1341 E Evelyn, Hazel Park 48030 3348 Janet Turk $1,927 10227 King, Davisburg MI 48350 3472 Joyce Ann Ross $7,655 1032 E George, Hazel Park 48030 3819 Patrick & Judith Thompson $9,333 3956 Gardner, Berkley 48072 3890 Wilbert Jones $9,598 21008 Westview, Femdale 48220 4065 Wanda Schultz $9,373 , 66 E Evelyn, Hazel Park 48030 4167 Charles & Harriet Conley $9,705 '246 Oakmont, Auburn Hills 48326 4239 Joann Joy Hoig $9,743 359 W Harwood, Madison Hts 48071 5123 Joanne Lynn $13,010 389W George, Hazel Park 48030 5145 Timothy & Karen Teno , $18,177.01 55989 Pontiac Trail,New Hudson 4816E 5180 William & Helaine Simons $12,631.59 14460 Labelle, Oak Park 48237 5257 011ie Cunningham $8,877 21035 Reimanville, Femdale 48220 3733 011ie Cunningham $8,459 21035 Reimanville, Ferndale 48220 5444 Mary Radlick $11,201 3830 Seymour Lk Rd, Ortonville 48462 5575 Dawn L Martin $16,480 23303 Stauber, Hazel Park 48030 5987 Roger Palmer $11,984 185 Rustic Circle, White Lk 48386 32 TOTAL AMOUNT DUE $369,246.60 Writeoffs/excel 7/05 *Client has more than one loan COUNTY OF OAKLAND SCHEDULE OF DONATIONS FOR RESTRICTED FUNDS FOR THE YEAR ENDED FY 2005 FUND/SUBFUND Animal Control Legacy Fund L Pernick Memorial Fund Medical Examiner Family Grief Counseling Fund Medical Examiner Library Donation Fund No Haz Waste donations Children's Village Donation Fund Probate Court Trust Fund Easter Egg Hunt Fund AMOUNT $9,413.23 $1,075.00 925.00 1,000.00 3,984.52 12,162.00 1,600.00 14,542.00 $44,701.75 Prepared by Fiscal Services - 11/7/2005 70 OAKLAND COUNTY MEDICAL CARE FACILITY DONATIONS - REVENUE COLLECTED For Fiscal Year Ending 09130/2005 Misc Fundraiser Resident Garage/ Hotdog Straw Ice Misc Fund Date Blue Jean Volunteer Recg/Mkt Non-Restr Misc Prom Picnic Popcorn Grand Total Activity Raffle Pizza Festival Cream Total , 10/04 329.00 79.00 225.00 179.35 179.35 $812.35 11/04 1,723.00 73.00 170.00 125.85 125.85 2,091.85 12/04 21.00 56.00 353.54 _ 353.54 430.54 01/05 7,095.00 65.00 50.00 - 0.00 7,210.00 02/05 283.55 91.00 75.00 0.00 449.55 03/05 485.90 92.00 1,363.90 1,363.90 1,941.80 04/05 200.00 77.00 1,505.75 1,505.75 1,782.75 05/05 403.28 81.00 2,987.98 2,987.98 3,472.26 . _ 06/05 4,915.00 92.80 2,266.30 2,266.30 7,274.10 07/05 125.00 58.00 389.20 1,180.00 _ 1,569.20 1,752.20 08/05 2,569.40 64.00 1,106.75 1,106.75 3,740.15 09/05 51.00 53.00 539.79 (539.79) 0.00 104.00 TOTAL $18,201.13 $881.80 $0.00 $520.00 $0.00 $5,564.13 $5,894.49 $0.00 ' $0.00 $0.00 $0.00 $0.00 $0.00 $11,458.62 $31,061.55 ,i ...N........ Revenue OAKLAND COUNTY PARKS AND RECREATION COMMISSION Fund 208, Object Level 3 #1605 Operating Budget Donations FISCAL YEAR 2005 (OCTOBER 2004 - SEPTEMBER 2005) ., .105000: . 124000 . .135000 ,, . 150000 -.. ., Receipt - Recreation Orion , Waterford ' I/O 'Nature'. Date * illitet. . .Deno : Purpose Administration Oaks .. , Oaks Center - Total . 10/18/04 22623 Carol Alward Commemorative Brick Paver Program 60.00 60.00 10/18/04 22626 Pontiac Osteopathic Hospital Trails Program 1,000.00 1,000.00 10/26/04 22668 German School Programs 30.00_ 30.00 11/30/04 22716 Automation Alley Tree Donation 150.00 150.00 12/7/04 22721 Wal-Mart Foundation Trails Program 1,000.00 1,000.00 12/20/04 22746 Anonymous Programs 10.00 10.00 12/23/04 22759 P. Renee Anders Commemorative Brick Paver Program 60.00 60.00 1/28/05 JV243011 Amy Mylenek Programs 15.00 15.00 3/25/05 22870 Otisville Masonic Lodge Programs 104.00 104.00 , _ 3/25/05 22870 Linda Berker Programs 20.00 20.00 3/25/05 22870 Holly Jones Programs 25.00_ 25.00 , 4/5/05 22879 Michigan Cat Inc. Trail Programs 500.00 500.00 , 4/27/05 22916 Michelle Berg Programs 4.50 4.50 4/27/05 22916 Marion City School Programs 2.00 2.00 5/18/05 22941 City of Wixom Trails Program 500.00 500.00 5/25/05 22964 Charlotte Deroven James Klein & Jean Rubach Garden 200.00 200.00 , 5/25/05 22964 Irene Anbender James Klein & Jean Rubach Garden 200.00 200.00 6/1/05 22971 Paint Creek Trailways Trails Program 750.00 750.00 6/1/05 22972 -International Transmission Trails Program 1,000.00 1,000.00 6/2/05 22976 Recreation Equipment Inc. Trails Program 300.00 300.00 _ 6/17/05 22993 Cycletheraphy Trails Program 300.00 300.00 _ 6/27/05 23021 Susie Carter Programs 10.00 10.00 _ 6/27/05 23021 Anonymous Programs 0.75 0.75 6/29/05 23025 West Bloomfield Township Trails Program 500.00 500.00 _ 7/26/05 23074 ,Carl's Golf Land Warren Odick Golf Outing Program 3,000.00 3,000.00 _ 9/15/05 23175 City of Rochester Trails Program 100.00 100.00 _ 9/20/05 23184 City of Rochester Hills Trails Program 100.00 100.00 9/23/05 23194 North Oakland SCAMP Programs 682.00 682.00 9/26/05 23206 Wright and Filippis Warren Orlick Golf Outing Program 3,000.00 3,000.00, 9/26/05 23210 Steve Street Programs 4.00 4.00 _ $12,050.00 $120.00 $150.00 $1,307.25 $13,627.25_ 11/15/2005 2:34 PM Operating Budget Donations.xls FY2005 • Page 1 73 Planning & Economic Development Services Memo To: From: Dan Hunter, Manager - PEDSB/1 CC: Wayne Keller, Hayes Jones Date: 11/10/05 Re: 2005 Community Partnerships Donations Attached please find a list and description of the various sponsorships received for FY 2005. Please call if you have any questions. FY 05 Sponsor Amount Purpose 10/04 Art, Beats & Eats $5,500 DOWNTOWN RESOURCE CENTER - Financial support to cover all operating costs (including lease) of the Resource Center (Three year sponsorship agreement) 10/04 City of Pontiac $10,000 DOWNTOWN RESOURCE CENTER - Financial support to cover all operating costs (including lease) of the Resource Center (Three year sponsorship agreement) 11/04 MDFA $2,000 MAIN STREET - Financial support for hosting Annual Main Event - Awards Banquet 4/05 National City $3,900 MAIN STREET - Financial support for program Corporation promotional items at the National Main Street Conference (T-shirts, etc.) 7/05 Butzel Long $1,500 MAIN STREET - Financial support for hosting Main Street/DDA Workshop in July. 9/05 DTE $5,000 ANNUAL PLANNING CONFERENCE - Financial support to off-set costs of hosting Conference and keep registration fees at a reasonable rate - they have sponsored the conference for the past 5 years by $5,000 each year. 9/05 International $500 GREEN WAY INFRASTRUCTURE PLANNING Transmission Co. - Financial support to use in hosting planning work sessions related to greenway infrastructure 9/05 Oxford Bank $430 DOWNTOWN RESOURCE CENTER - Financial (Transfer from support for Resource Center signage EDC/BFC Account Nancy Foumier, Chief — Fiscal Services L. BROOKS PATTERSON, OAKLAND COUNTY EXECUTIVE HEALTH DMSION George J. Miller, MA., Manager OAKLAND COUNTY MICHIGAN HEALTH DIVISION DEPARTMENT OF HEALTH & HUMAN SERVICES November 10, 2005 Fiscal Services 1200 N. Telegraph Road Building 34 East Pontiac, MI 48341 RE: Donations to Health Division Fund 221 & 275 To Whom it May Concern: In regards to your request for information pertaining to donations received by the above referenced Health Division funds, please see the following detail: Fund 275 - $295: $295 was donated by VG's Food Center for a program presented by the WIC Unit Fund 221 - $1233.33: $100 was a food program speaker donation. $1,133.33 was a donation by GM North American Operations to calibrate a Lumex (mercury program equipment). This was part of a settlement reached between GM & the MDEQ requiring GM to provide the equipment and funding to calibrate it as restitution for pollution of the watershed. Fund 221 - $20: $20 were from citizen donations to the Health Division Clinic If you have any questions, please give me a call. Sincerqly, Gebrgl". Oilier, M.A., Manager Oaklaid jeounty Health Division 79 BLDG 36 EAST 1200 N. TELEGRAPH RD DEPT 432 PONTIAC MI 48341-0432 (248) 858-1280 250 ELIZABETH LAKE RD 27725 GREENFIELD RD 1010 E WEST MAPLE RD • PONTIAC MI 48341-1050 • SOUTHFIELD MI 48076-3625 • WALLED LAKE MI 48390-3588 (248) 424-7000 (248) 926-3300 In Testimony Whereof, I have hereunto set my hand and affixed the seal of the County of Oakland at Pontiac, Michigan this 8th day of December, 2005. _ -- 0 Rut-trlitib-o nsolin, County Clerk Resolution #05281 December 8, 2005 Moved by Gregory supported by Douglas the resolutions on the Consent Agenda, as amended, be adopted (with accompanying reports being accepted). AYES: Crawford, Douglas, Gershenson, Gregory, Hatchett, Jamian, KowaII, Long, Melton, Molnar, Moss, Nash, Palmer, Patterson, Potter, Rogers, Scott, Suarez, Woodward, Zack, Bullard, Coulter. (22) NAYS: None. (0) A sufficient majority having voted in favor, the resolutions on the Consent Agenda, as amended, were adopted (with accompanying reports being accepted). pa. I HEREBY APPROVE THE FOREGOING RESOLVTIN STATE OF MICHIGAN) COUNTY OF OAKLAND) I, Ruth Johnson, Clerk of the County of Oakland, do hereby certify that the foregoing resolution is a true and accurate copy of a resolution adopted by the Oakland County Board of Commissioners on December 8, 2005, with the original record thereof now remaining in my office.