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HomeMy WebLinkAboutResolutions - 2005.03.23 - 27922MISCELLANEOUS RESOLUTION #05061 March 24, 2005 BY: FINANCE COMMITTEE, CHUCK MOSS, CHAIRPERSON IN RE: DEPARTMENT OF MANAGEMENT AND BUDGET - FISCAL YEAR 2005 FIRST QUARTER FINANCIAL FORECAST AND BUDGET AMENDMENTS TO THE OAKLAND COUNTY BOARD OF COMMISSIONERS Chairperson, Ladies and Gentlemen: WHEREAS Public Act 621 of 1978, the Uniform Budgeting and Accounting Act for Local Units of Government, provides for adjustments to the adopted budget; and WHEREAS in accordance with Oakland County General Appropriations Act Section 22, which authorizes budget amendments for variances between the budgeted revenue and actual revenue, and Section 23, which authorizes budget amendments for variance between estimated revenue and projected expenditures, amendments are required; and WHEREAS the Fiscal Year (FY) 2005 First Quarter Financial Forecast Report has identified several variances and budget amendments are recommended; and WHEREAS the Circuit Court requests to utilize funds of $14,150 received from Settlement Week, (GL account #2203-050120) and an amendment is recommended to use the additional funding to offset cost for training videos for new lawyers; and WHEREAS the 52 nd District Courts Charge Card Fees are projected to total $31,700 by year end, and a budget amendment is recommended to reappropriate a portion of funds from the Bank Charges account to the Charge Card Fees account to reflect actual usage; and WHEREAS the Prosecuting Attorney's Office is requesting the use of funds in the amount of $30,510.92 from the Prosecutor's Law Enforcement Enhancement Account (#2203-60054)(current balance is $30,510.92), of which $14,000 will be used to cover Information Technology cost for replacement of outdated laptop computers that are no longer compatible with courtroom technology and $16,510.92 which will be used to replace worn office furniture; and WHEREAS the Equalization Division has contracted to provide Equalization services to the Charter Township of Brandon and is requesting a budget amendment of $19,975 to recognize revenue, to offset Expendable Equipment Expense for cost to replace cell phones with GPS enabled phones and conversion costs associated with using tablet PC's for collecting data in the field; and WHEREAS a budget amendment totaling $199,832 is recommended for several accounts in the Human Resources Department for reappropriating budgets between divisions to reflect actual usage; and WHEREAS the actual Convention Facility / Liquor Tax revenue for FY 2004 is $70,573 more than budgeted, and an amendment is recommended to reflect the actual amount received and adjust Health Division Substance Abuse as established per General Appropriations Act; and WHEREAS budget amendments are recommended in several divisions due to projected unfavorable variances, and sufficient funding is projected in the Sheriff's Diverted Felon revenue to offset the variances as follows: Reimbursement Division - $5,400 for software support and maintenance for FamCare System used for resident tracking. FINANCE COMMITTEE Motion carried unanimously on a roll call vote with Melton absent. Medical Examiner - $26,000 for capital cost to purchase two vehicles as authorized by the Board per M.R. 404254 for two new Investigator positions. Capital cost for vehicles inadvertently omitted from the Medical Examiner's budget. Also, an amendment of $10,000 is requested in the Medical Examiner's budget to appropriate miscellaneous capital outlay for a nitrogen generator to reduce operating costs. Animal Control - $6,000 for cost to provide rabies immunizations and testing for employees' protection. Human Services Admin. - $5,009 for annual dues omitted from budget for Michigan County Social Services Association. Human Services Admin. - $20,000 for Child Abuse and Neglect Council expense due to increase in referrals of child sexual assault allegations. Children's Village - $30,250 for software support and maintenance for FamCare System (resident tracking), Telestaff System (staff scheduling), and Kronos System (time collection). Sheriff - $7,452 for capital costs associated with the purchase of radios for contract amendments with Commerce Township (M.R. 404311) and Oxford Township (M.R. 404347); Amendment for capital costs inadvertently omitted from the resolutions for the contract amendments. Board of Commissioners - $8,000 for Per Diem appropriation inadvertently omitted from budget; and WHEREAS the Facilities Management and Operations Division has identified Maintenance Projects in the amount of $360,000, which are required to properly maintain County facilities, with funding available from Facilities Management and Operations Fund Equity; and WHEREAS a budget amendment of $11,055 is recommended to transfer funding from the Information Technology Fund to the Project Work Order Fund for costs associated with renovations in the North Health Building for customer workstations being established for use with the new e-Health software; and WHEREAS an amendment totaling $102,018 is recommended to recognize the cost of miscellaneous computer equipment per the requests of various departments, which were not originally included in the Information Technology Fund budget; departments have verified that sufficient funding is available within their budgets to cover the cost of equipment; and WHEREAS $14,000 is recommended to be transferred to Information Technology for the Prosecutor's courtroom laptops; and WHEREAS an amendment is recommended for Information Technology budget to appropriate funds totaling $50,925, which were reserved in IT Fund Balance for GIS Enhancements per M.R. 404246 for equipment purchases under the $5,000 threshold and software licensing funds; and WHEREAS an amendment is requested by Information Technology to appropriate funds in the amount of $125,889 for professional services relating to the resources for the PeopleSoft & Video Arraignment projects; professional services are offset by revenue billable to the project, and funding is available in the Information Technology Fund Equity; and WHEREAS a budget amendment of $8,803 is recommended to the Radio Communications Fund to reflect additional revenue and transfer of funds from the Sheriff's budget for purchase of radios as approved with Law Enforcement Services Contract amendments for Commerce Township (M.R.#04311) and Oxford Township (M.R. #04347); and WHEREAS a budget amendment of $32,120 is recommended to the Motor Pool Fund to reflect additional revenue and transfer of funds from the Medical Examiner's budget to purchase two vehicles approved per M.R. #04254; and WHEREAS a budget amendment of $49,500 is recommended to the Equipment Fund to reflect transfer from Medical Examiner's budget for Auto Stainer and Coverslipper; and WHEREAS an amendment in the amount of $44,397.74 is recommended within the Friend of the Court Fund to make corrections to budget appropriations made per M.R. #04345, which authorize the transfer of Circuit Court-Friend of the Court Investigators to the Sheriff's Office; and WHEREAS a budget amendment of $98,632 is recommended to correct the Friend of the Court Fund budget for Grant Match, Salaries, and Fringe Benefits which were posted incorrectly; and WHEREAS the Economic Development Corporation (EDC) Board has approved the FY 2005 Special Revenue Budget for the EDC in the amount $53,000, and a budget amendment is required to amend the FY 2005/2006 Special Revenue Budget for the Oakland Enhancement Fund (230), Economic Development Sub-Fund (231); and WHEREAS an amendment is recommended to the Information Technology Fund balance to appropriate funds in the amount of $862,000 for the necessary technology replacements and upgrades to ensure functionality for existing and future operations, and funding is available in the General Fund Designated Fund Balance account (#9407-21000); and WHEREAS the Sheriff's Office has requested the use of deferred revenue from the Sheriff Oakforce Reimbursement General Ledger Account (42203-60060) to appropriate $5,111.15 to use for training and the purchase of computer equipment; and WHEREAS a designated fund balance was established for CRIMP for the Purchasing Division, and an amendment is requested to appropriate $1,649 for the purchase of a PC projector; and WHEREAS a designated fund balance was established (#9407-93000) in the amount of $500,000 for the West Nile Virus Reimbursement Program, and an amendment is recommended to appropriate FY 2005 funds for communities; and WHEREAS a designated fund balance was established (#9407-116000) in the amount of $68,452 for a Transport Van Upgrade for transporting prisoners, and a budget amendment is requested to cover the costs associated with the upgrade from van to bus; and WHEREAS a designated fund balance was established (#9407-105000) in the amount of $188,000 for Emergency Operations Center Upgrade, and a budget amendment of $2,040 is requested to appropriate funds to cover expenses associated with the storage hangar for a Civil Air Patrol plane; and WHEREAS a designated fund balance was established (#9407-118000) in the amount of $500,000 for Doctors/Hospitals (Indigents), and a budget amendment is requested to cover the allocations to local hospitals contracted with the County for the Indigent Hospitalization Program; and WHEREAS the Health Division received a donation of $1,133.33 from General Motors Corporation, North American Operations, to be spent for the purchase and replacement of batteries and future calibration of the Lumex Unit previously donated by General Motors; and WHEREAS Parks and Recreation Commission accepted a greenhouse, donated by Bordines Nursery. The value of the greenhouse is less than $10,000 and requires minimal maintenance. NOW THEREFORE BE IT RESOLVED that the Board of Commissioners accepts the Fiscal Year 2005 First Quarter Financial Report. BE IT FURTHER RESOLVED that $862,000 from the Future Technology Replacement account be appropriated as follows: GENERAL FUND (101) Revenue 90-190000-14000-1582 Planned Use of Fund Balance $862,000 Expenditure 90-310000-98636-8001 Transfer Out to IT Fund Total General Fund $862,000 0 IT FUND (636) Revenue 18-636113-98101-1701 Expenditures 18-636162-15000-3596 18-636162-15000-3348 18-636162-15000-4101 Transfer from General Fund License Fee Professional Services Expendable Equipment Exp. Change in IT Fund Equity $862,000 $232,500 120,000 12,950 $496,550 BE IT FURTHER RESOLVED that Deferred Revenue in the amount of $5,111.15 from the Sheriff's Oakforce Reimbursement General Ledger Account be appropriated as follows: GENERAL FUND Revenue 43-013101-10000-1568 Sheriff - Enhancement Funds $5,111.15 Expenditures 43-023901-44300-3756 Sheriff - Travel and Conf $2,350.00 43-023901-44300-4101 Sheriff - Expend. Equip Exp. 2,761.15 Total $5,111.15 0 BE IT FURTHER RESOLVED that $1,649 from the FY 2005 Designated Fund Balance for CRIMP be appropriated as follows: GENERAL FUND Revenue 90-190000-14000-1582 Planned Use of Fund Balance $1,649 Expenditure 12-401200-40010-4100 Expendable Equipment Exp. $1,649 Total 0 BE IT FURTHER RESOLVED that $500,000 for West Nile Virus Reimbursement Program be appropriated as follows: GENERAL FUND Revenue 90-190000-14000-1582 Planned Use of Fund Balance $500,000 Expenditure 90-210000-23030-9098 West Nile Virus $500,000 Total 0 BE IT FURTHER RESOLVED that $68,452 from the FY 2005 Designated Fund Balance for Transport Van Upgrade be appropriated as follows: GENERAL FUND Revenue 90-190000-14000-1582 Planned Use of Fund Balance $68,452 Expenditure 43-023301-98661-8001 Transfer to Motor Pool $68,452 0 MOTOR POOL FUND (661) Revenue 13-661003-98101-1701 Expenditure 13-661002-00010-8005 Change in Fund Equity Transfer In from General Fund $68,452 $68,452 0 BE IT FURTHER RESOLVED that $2,040 from the FY 2005 Designated Fund Balance for Emergency Operations Center Upgrade be appropriated as follows: GENERAL FUND Revenue 90-190000-14000-1582 Planned Use of Fund Balance $2,040 Expenditure 11-101112-65001-2813 Fees - Civil Service $2,040 Total 0 BE IT FURTHER RESOLVED that $500,000 from the FY 2005 Designated Fund Balance for Doctors/Hospitals (Indigent) be appropriated as follows: GENERAL FUND Non-Departmental Revenue 90-190000-14000-1582 Planned Use of Fund Balance $500,000 Human Services Admin Expenditure 16-121000-10006-2688 Doctors/Hospitals $500,000 0 Chairperson, on behalf of the Finance Committee, I move the adoption of the foregoing resolution. FINANCE COMMITTEE COUNTY MICHIGAN DEPARTMENT OF MANAGEMENT AND BUDGET Laurie Van Pelt, Director Wm. Art Holdsworth, Deputy Director COAKLA1NDV- L. BROOKS PATTERSON, OAKLAND COUNTY EXECUTIVE TO: Members of the Finance Committee FROM: Laurie Van Pelt, Director, Management and Budget tai/A-A-Q--' t/6/441 471— Art Holdsworth, Deputy Director, Management and Budget Tim Soave, Manager, Fiscal Services Nancy Fournier, Chief, Fiscal Services LaVerne Smith, Supervisor of Fiscal Services SUBJECT: Letter of Transmittal - Fiscal Year 2005 First Quarter Report DATE: March 3, 2005 FY 2005 FORECAST Attached please find the Fiscal Year (FY) 2005 First Quarter Forecast Report. In total, Fiscal Services forecasts that the County will complete Fiscal Year 2005 with overall favorability of $2,638,828 in General Fund / General Purpose (GF/GP) operations. GF/GP includes all operations except grants, enterprise funds and internal service funds. This overall favorability is split between receiving $2,958,883 more revenue than anticipated, and expending $320,055 more than budgeted. REVENUES Actual GF/GP revenues are 0.76% more than budget or $2,958,883. The majority of the favorability is the result of the following events: A. GENERAL FUND - CHARGES FOR SERVICES - Favorable: $3,159,683 This favorability primarily results from an unanticipated continuance of activity regarding new mortgages and refinancing as reflected in the Clerk's revenue. The result is $2,200,333 favorability. Favorability in the Sheriff's Office of $1,733,980, is due to State Funding for housing of Diverted Felons. This is partially offset by unfavorability in Sheriff revenues ($159,424) in the Corrective Services Satellite Division for Board and Care reimbursement. Drain Commissioner revenue is expected to fall short approximately ($206,400) for Soil Erosion fees due to less accounts. B. GENERAL FUND - INVESTMENT INCOME - Favorable: S149,000 Slight increase in investment earnings due to interest rates. C. GENERAL PURPOSE FUNDS - CHARGES FOR SERVICES - Unfavorable: $350,000 Less than anticipated Out County Board and Care due to the delay in startup of the Secure Detention facility and reduced state funds for child care. EXECUTIVE OFFICE BUILDING 34 EAST • 1200 N TELEGRAPH RD DEPT 409 • PONTIAC MI 48341-0409 • (248) 858-2163 • FAX (248) 858-9172 EXPENDITURES In total, expenditures are estimated to be 0.08% more than budget or $320,055. Increased costs in Circuit Court is the result of more county wards sentenced to state and private institutions. This is greatly offset by personnel turnover. Those departments which are projected to be unfavorable at the end of the fiscal year (barring any amendments) are Circuit Court and Drain Commissioner. A. CIRCUIT COURT — linfavorability ($1,507,600) is mostly the result of more children ordered to State and Private Institutions residential centers. This is partially offset by favorability in the department due to turnover. Amendments are recommended. B. DRAIN COMMISSIONER — Unfavorability ($11,436) stems from the costs associated with the Stream Gauge program and miscellaneous contractual services. • SCHEDULE A $ 14,150.00 14,150.00 $ (12,000.00) 12,000.00 (4,500.00) 4,500.00 (10,500.00) 10,500.00 (4,700.00) 4,700.00 (932.00) (194,400.00) (4,500.00) 932.00 194,400.00 4,500.00 OAKLAND COUNTY, MICHIGAN FISCAL YEAR 2005 FIRST QUARTER BUDGET AMENDMENTS GENERAL FUND/GENERAL PURPOSE (GF/GP) ACCOUNT NUMBER ACCOUNT NAME FY 2005 AMENDMENTS GF/GP OPERATIONS - SELF BALANCING AMENDMENTS General Fund (101) Circuit Court Revenues 35-130000-11000-0701 Expenditure 35-210000-12000-3620 52nd District Courts Expenditures 32-201200-20001-2388 32-201200-20001-2502 32-301200-20001-2388 32-301200-20001-2502 32-401200-20001-2388 32-401200-20001-2502 32-501200-20001-2388 32-501200-20001-2502 Prosecuting Attorney Revenue 41-110000-30000-1568 Expenditures 41-211000-41100-4100 41-310000-98636-8001 M&B - Equalization Revenue 12-140000-44100-0903 Expenditure 12-240000-41000-4100 Miscellaneous Special Projects Total General Fund Division I - Bank Charges Division I - Charge Card Fees Division ll - Bank Charges Division II - Charge Card Fees Division III - Bank Charges Division III - Charge Card Fees Division IV - Bank Charges Division IV - Charge Card Fees Total Expenditures Enhancement Funds Expendable Equipment Expense Transfer Out Total Expenditures Reimb. Equalization Svcs. Expendable Equipment Expense $ 30,510.92 $ 16,510.92 14,000.00 $ 30,510.92 $ 19,975.00 $ 19,975.00 Human Resources Expenditures 15-402220-41120-4284 15-410200-41130-2984 15-410200-42100-3172 15-402220-41120-2852 15-530200-42120-2984 15-530200-42120-3172 HR Gen. - Postage HR Gen. - Intern Program HR Gen. -Mem. Dues & Pub. HR Gen. - Freight & Express HR Employee Rel. - Intern Program HR Employee Rel. - Mem. Dues & Pub. Total Expenditures -1 Revenue General Fund (101) 101-43-013301-20000-0452 Expenditures General Fund (101) 101-12-701200-31000-3597 101-17-913000-98661-8001 101-17-913000-98664-8001 101-17-912000-15000-9157 101-17-802200-80001-2746 101-17-802200-80400-2746 101-43-033601-98660-8001 101-51-211000-10000-2011 101-90-310000-98221-8001 101-90-310000-98293-8001 Health Fund (221) Revenue 221-90-430000-98101-1701 Expenditures 221-16-122000-10002-3172 221-16-121000-10004-2504 30,250.00 $ 30,250.00 OAKLAND COUNTY, MICHIGAN FISCAL YEAR 2005 FIRST QUARTER BUDGET AMENDMENTS GENERAL FUND/GENERAL PURPOSE (GF/GP) ACCOUNT NUMBER Non-Departmental Revenue 90-130000-12000-0202 Expenditures 90-290000-25000-2564 90-310000-98221-8001 Health Fund (221) Revenue 90-430000-98101-1701 Expenditure 16-261200-72500-3544 ACCOUNT NAME Convention Facility Liquor Tax Contingency Transfer to Health Fund Total Expenditures Transfer from General Fund Health Division - Satellite Centers FY 2005 AMENDMENTS $ 70,573.00 $ 35,286.00 35,287.00 $ 70,573.00 $ 35,287.00 $ 35,287.00 GF/GP OPERATIONS - GENERAL AMENDMENTS $ 107,611.00 Sheriff - Diverted Felons Reimb. Div. - Software Support and Maint. 5,400.00 Med. Exam. - Transfer to Motor Pool 26,000.00 Med. Exam. - Transfer to Equipment Fund (10,500.00) Med. Exam - Capital Outlay 10,000.00 Animal Control - Emp. Rabies Shots 3,000.00 Animal Control - Emp. Rabies Shots 3,000.00 Sheriff - Transfer to Radio Comm. Fund 7,452.00 BOC - Per Diem 8,000.00 Non-Dept. - Transfer to Health Fund 25,009.00 Non-Dept. - Transfer to Juvenile Maint. Fund 30,250.00 Total General Fund $ 107,611.00 Non-Dept. - Transfer from General Fund 25,009.00 Human Svcs Admin - Mem. Dues & Pub. 5,009.00 Human Svcs Admin - Child Abuse & Neg. Council 20,000.00 Total Health Fund Exp. $ 25,009.00 Total Health Fund Juvenile Maintenance Fund (293) Revenue 293-90-470000-98101-1701 Non-Dept. - Transfer from General Fund Expenditure 293-16-501200-23000-3597 Children's Village - Software Supp. & Maint, Total Juvenile Maint. Fund $ Total GF/GP Expenditures $ 132,620.00 $ (25,009.00) Radio Communications Fund (660) Revenues 23-660711-60005-0635 23-660713-98101-1701 Leased Equipment Transfer from General Fund Total Revenue 8,803.00 1,351.00 7,452.00 ". OAKLAND COUNTY, MICHIGAN FISCAL YEAR 2005 FIRST QUARTER BUDGET AMENDMENTS PROPRIETARY / SPECIAL REVENUE FUND ACTIVITIES SCHEDULE B ACCOUNT NUMBER ACCOUNT NAME PROPRIETARY FUNDS - SELF BALANCING AMENDMENTS Facilities Maintenance & Operations Fund (631) Expenditure 14-372000-98404-8001 Transfer Out to PWO Fund Change in Fund Equity Project Work Order Fund (404) 1 4-31 0007-38631-1701 14-310007-98631-8055 Information Technology Fund (636) 18-636113-98404-8001 Transfer Out to PWO Fund 18-636113-98404-8055 Change in Fund Equity Project Work Order Fund (404) 14-310007-98636-1701 Transfer In from IT Fund 14-310007-10000-8055 Change in Fund Equity Information Technology Fund (636) Revenues 18-636111-10000-0717 18-636111-10000-0737 Expenditure 18-636162-15000-4101 Expendable Equipment Expense Change in Fund Equity Transfer in from General Fund Expendable Equipment Expense Change in Fund Equity Information Technology Fund (636) Expenditures 18-636122-95901-3596 Software Purchases 18-636122-95901-3597 Software Maintenance 18-636122-95901-4101 Expendable Equipment 18-636172-24000-3348 Professional Services Total Expenditures Change in Fund Equity FY 2005 AMENDMENTS $ 360,000.00 $ (360,000.00) $ 360,000,00 360,000.00 $ 11,055.00 $ (11,055.00) $ 11,055.00 $ 11,055.00 $ 13,530.00 88,488.00 $ 102,018.00 102,018.00 - $ 14,000.00 $ 14,000.00 $ 45,800.00 4,680.00 445.00 125,889.00 $ 176,814.00 $ 176,814.00 Transfer In from FM&O Fund Change in Fund Equity Non-Govt - Operating OC Dept. Operating Total Revenues Revenue 18-636113-98101-1701 Expenditure 18-636162-15000-4101 the Court (215) Total Circuit Court-FOC Exp. (9,267.00) 37,779.00 (16.00) (439.35) 84.00 420.00 (8,328.00) 954.60 20,153.33 3,057.16 $ 44,397.74 Overtime On Call Extradition of Prisoners Transportation of Prisoners Dry Goods and Clothing Office Supplies Info Tech - CLEMIS Radio Communications Leased Vehicles Telephone Communications OAKLAND COUNTY, MICHIGAN FISCAL YEAR 2005 FIRST QUARTER BUDGET AMENDMENTS PROPRIETARY / SPECIAL REVENUE FUND ACTIVITIES ACCOUNT NUMBER Expenditure 23-660712-60005-4101 Motor Pool Fund (661) Revenues 13-661002-00010-0635 13-661003-981 01-1 701 Expenditure 13-661002-00010-3903 Equipment Fund (664) Revenue 12-623301-98101-1701 ACCOUNT NAME Expendable Equipment Expense Change in Fund Equity Leased Equipment Transfer from General Fund Total Depreciation Motor Vehicle Change in Fund Equity Transfer In from General Fund Change in Fund Equity FY 2005 AMENDMENTS 7,452.00 1,351.00 6,120.00 26,000.00 S 32,120.00 6,120.00 $ 26,000.00 $ 49,500.00 $ 49,500.00 SPECIAL REVENUE FUND - SELF BALANCING AMENDMENTS Circuit Court - Friend of the Court (215) Expenditures 35-241215-72000-2002 35-241215-72000-2009 35-241215-72000-2808 35-241215-72000-3748 35-241215-72000-4076 35-241215-72000-4252 35-241215-72000-6024 35-241215-72000-6660 35-241215-72000-6661 35-241215-72000-6675 Sheriffs Office - Friend of Expenditures 43-213925-44450-2002 43-213925-44450-2808 43-213925-44450-3748 43-213925-44450-4076 43-213925-44450-4262 43-213925-44450-6024 43-213925-44450-6660 43-213925-44450-6661 43-213925-44450-6675 Overtime Extradition of Prisoners Transportation of Prisoners Dry Goods and Clothing Office Supplies InfoTech - CLEMIS Radio Communications Leased Vehicles Telephone Communications Total Sheriff - FOC Exp. Total FOC Fund Exp. $ (28,512.00) 16.00 439.35 (84.00) (420.00) 8,328.00 (954.60) (20,153.33) (3,057.16) $ (44,397.74) FY 2005 AMENDMENTS $ (98,632.00) ACCOUNT NAME Court (215) Grant Match Oakland Enhancement Fund (230) Community and Economic Development Revenues 19-123100-16020-0257 19-123100-16020-0259 19-123100-16020-1505 2nd Administration Fee 3rd Administration Fee Investment Income Total Revenues ' CYAKLAND COUNTY, MICHIGAN FISCAL YEAR 2005 FIRST QUARTER BUDGET AMENDMENTS PROPRIETARY / SPECIAL REVENUE FUND ACTIVITIES ACCOUNT NUMBER Circuit Court - Friend of the Revenue 35-141215-71000-0167 Expenditures 35-241215-71000-2024 35-24121 5-71 000-2074 35-241215-72000-2074 35-241215-73000-2074 35-241215-72000-6675 Salary Adjustment Fringe Benefits Fringe Benefits Fringe Benefits Telephone Communications Total Circuit Court-FOG Expenditures Total Friend of the Court Fund $ (113,250.00) (45,472.00) 50,400.00 6,300.00 3,390.00 $ (98,632.00) 1,000.00 1,000.00 (2,000.00) Expenditures 19-223100-16020-2340 19-223100-16020-2704 19-223100-16020-2820 19-223100-16020-3172 19-223100-16020-3196 19-223100-16020-3324 19-223100-16020-3438 19-223100-16020-4252 Advertising Educational Conference Fees/Per Diem Memberships, Dues & Pub. Miscellaneous Printing Recognition Events Office Supplies Total Expenditures Total Oakland Enhancement Fund (1,700.00) 2,500.00 500.00 (1,000.00) (500.00) (1,000.00) 1 , 000 . 00 200.00 1,493,924.31 24,300.00 FY 2005 BUDGET AMENDMENTS FY 2005 BUDGET AS ADOPTED BUDGET AMENDMENTS M.R. #04287 - 10/2112004 * Management & Budget - E-Financial System - Phase ll 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 - 11/1812004 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 - 12/09/2004 * Board of Commissioners - Law Library Computer Equipment Grant MR. #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 MR. #04367 - 1210912004 County Executive/ERP - Hazardous Materials - Emergency Planning Grant Accept. M.R. #04369- 12/0912004 FY 2004 Year End Report * Drain Commission Water & Sewer Master Plan Board of Commissioners - Computers for Library $ 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 1 1 Carry Forwards Encumbrances $ 2.813,355.74 $ 1.078,886.16 M.B. #04339 - 12/0912004 Human Resources - Reorganization M.R. #04347 - 12/09/2004 Sheriff - Patrol Contract with Oxford Township M.R. #04346 - 12/09/2004 Sheriff- Use of Forefeiture Funds/Equip., DARE, Internet and Drug Awareness TOTAL AMENDED BUDGET AS OF 12/31/2004 (1ST QUARTER) * Denotes use of Designated Fund Balance $ 53,952.00 73,359.00 35,000,00 $ 388,146,160.21 3,159,683.00 149,000.00 200.00 0.00% 0.00% 4.10% 0.06% SUB-TOTAL GENERAL FUND $ 352,819,163.00 $ 353,417,757.00 $ 356,726,640.00 $ 3,308,883.00 0.94% $ 3,099,668.00 $ 13,716,150.21 $ 13,716,150.21 50.00 0,00% 376,845,339.00 $ 388,146,160,21 $ 391,105,043.21 2,858,883.00 0.76% 17,946,876.02 158,000.00 0.87% 113,954,311.56 (60,000.001 -0.07% $ 131,901,187.58 78,000.00 0.06% 11,040,031.21 22,800.00 0.21% 3,421,871.39 96,000,00 2.73% 2,870,939.98 - 0.00% 2,663,017.98 - 0.00% 6,442,961.63 (11,436.00) -0.18% 26,438,822.19 $ 107,384,00 0.40% 0.00% 1.51% 0.00% 0.00% 0,00% 0.25% 0.71% 1.19% 0.00% 0.56% $ 342,829,491.49 $ 343,149,546.49 (320,055.00) -0.09% NON-DEPARTMENTAL APPROPRIATIONS TOTAL NON-DEPARTMENTALS $ 44,463,755.00 $ 45,315,668.72 $ 45,316,668.72 0.00% General Fund/General Purpose Favorable/(Unfavorable) $ 2,638,828.00 $ 2,638,828.00 COUNTY OF OAKLAND FY 2005 YEAR END REPORT GENERAL FUND/GENERAL PURPOSE REVENUE AND EXPENDITURES SUMMARY BY DEPARTMENT FY 2005 ADOPTED BUDGET BUDGET AS AMENDED FY 2005 FORECAST AMOUNT FAVORABLE/ jUNFAVORABLE) PERCENT REVENUES GENERAL FUND Taxes Federal Grants Intergovernmental Indirect Cost Recovery Charges for Services Investment Income Other Revenues Transfers $ 225,515,000.00 $ 225,515,000.00 $ 225,515.000.00 113,652.00 122,352.00 122,352.00 33,393,557.00 33,393,557.00 33,393,657.00 9,364,000.00 9,364,000.00 9,364,000.00 76,726,228,00 77,152,870.00 80,312,553.00 1,430,200.00 1,430,200.00 1,579,200,00 236,194.00 321.194.00 321,394.00 6,040,332.00 6,118,584.00 6.118,584.00 GENERAL PURPOSE FUNDS Intergovernmental Charges for Services Other Revenues SUB-TOTAL GENERAL PURPOSE FUND $ 13,597,419.00 7,414,834.00 0.00 $20,926,508.00 $21,012,253.00 $ 13.597,419.00 $- 0.00% 7,064,834.00 (350,000.00) -4 72% 0.00 - 0,00% S20,662,253.00 (5350,000.00) -1.67% 13,597,419.00 7,329,089.00 0.00 PLANNED USE OF FUND BALANCE TOTAL GF/GP FUNDS EXPENDITURES ADMINISTRATION OF JUSTICE Circuit Court 52nd District Court Probate Court TOTAL ADMIN. OF JUSTICE LAW ENFORCEMENT Prosecuting Attorney Sheriff TOTAL LAW ENFORCEMENT GENERAL GOVERNMENT Clerk/Register of Deeds Treasurer Board of Commissioners Library Board Drain Commissioner TOTAL GENERAL GOVERNMENT COUNTY EXECUTIVE County Executive Admn. Management and Budget Central Services Facilities Management Human Resources Human Services Public Services Community & Economic Dev. Workforce Development TOTAL COUNTY EXECUTIVE TOTAL DEPARTMENTS $ 42,353,337.00 15,514,204.00 5 468 528.00 $ 53,336,169.00 17,082,462.00 112,298,859.00 $ 129,381,321.00 12,237,298.00 3,483,342.00 2,865,580.00 2,592,714.00 4,892,780.00 $ 26,071,714.00 $ 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 $ 332,381,584.00 $ 47,462,442.36 15,602,111.63 5,695,614,46 $ 68,760,168,45 18,104,876.02 113,874,311.56 $ 131,979,187.58 11,062,831.21 3,517,871.39 2,870,939.98 2,663,017.98 6,431,525.63 $ 26,546,186.19 $ 7,879.121.51 20,484,426.49 2,625,603.14 1,546,478.82 4.921,173.36 55,826,024.55 15,247,458.46 6,978,662.94 35,000.00 $ 48.970,042.36 15,363,511 63 5,577,414,46 $ 69,910,988.45 $ 7,879,121.51 20,174,826.49 2,625,603.14 1,548,478.82 4.921,173.36 55,681,283.55 15,139,518.46 6,895,562.94 35,000.00 $ (1,507,600.00) 238,600.00 118,200.00 $ (1,150,800.00) -1.67% 309,600.00 144,741.00 107,940.00 83,100.00 645,381.00 $ 115,543,949.27 $ 114,898,568.27 -3.18% 1.53% 2.08% TOTAL GOVERNMENTAL EXPENDITURES $ 376,845,339.00 5 388,146,160.21 $ 388,466,215.21 (320,055.00) -0.08% Memorandum To: Nancy Fournier, Chief General Fiscal Services From: George J. Miller, M.A. Manager/Health Officer Date: February 2, 2005 Health Division Environmental Health Unit Donation is a check in the amount of $1,133.33 from General Motors Corporation, erican Operations. This check is to be deposited in the Environmental lijit Donation fund to be spent for the purchase and replacement of batteries arid future calibration of the Lumex Unit previously donated by General Motors. ; instrument detects mercury vapors in the air and is used to check homes and ; various county facilities when mercury spills are involved. Please do not hesitate to contact me with any questions or comments that you might have. Thank you. GJM:cjh Attachment cc: Tim Soave Kathy McLernon L. BROOKS PATTERSON, OAKLAND COUNTY EXECUTIVE COUNTY MICHIGAN DEPARTMENT OF HUMAN SERVICES HEALTH DIVISION George J. Miller, M.A., Manager February 2, 2005 Joseph S. Toth Environmental Manager General Motors Powertrain Saginaw Metal Casting Operations 1629 N. Washington Avenue Saginaw, Michigan 48605-5073 Dear Mr. Toth: I want to thank you and the General Motors Corporation, Saginaw Metal Casting Operations (SMCO) for your generous donation in the amount of $1,133.33 to the Oakland County Health Division to be spent for the purchase of replacement batteries and future calibration of the Lumex Units. The Mercury Analyzer will be a great asset to the Health Division in helping to protect the citizens of Oakland County. Your continued commitment to this important endeavor is greatly appreciated. Sincerely, OAKLAND COUNTY HEALTH DIVISION Department of Human Services George .1'. M.A. Manager/Wealth Officer GJM:cjh cc: Nancy Fournier Tim Soave Kathy McLernon BLDG 35 EAST 1200 N TELEGRAPH RD DEPT 432 250 ELIZABETH LK RD 27725 GREENFIELD RD 1010 E WEST MAPLE RD PONTIAC MI 48341-0432 • PONTIAC MI 48341-1050 • SOUTHFIELD MI 48076-3525 • WAI I PD LAKE MI 48390-3588 (248) 858-1280 OAP A9.4..7nnn 1A p\ cna_wzro DEC 2 2 2004 Fl Worldwide Facilities Group Environmental Services December 16, 2004 Oakland County Health Division Attn: Mr. Tom Pockler Building 36 East 1200 North Telegraph Road Pontiac, MI 48341 Re: Consent Judgment No. 04-1315-CE Dear Mr. Fodder: General Motors Corporation, Saginaw Metal Casting Operations (SMCO) has 915 Light, Mercury Analyzer to your county persuent to Special Condition 8. No. 04-1315-CE. Hopefully you have received the analyzer by now. recently donated an RA 1B of Consent Judgment In addition, SMCO would also like to make a donation in the amount of $1,133. Health Division to be spent for the purchase of replacement batteries and future Units. We would like to hand-deliver the check to the Health Division at a time Please give me a call at 989-757-2686 or email me ioseph.s.toth(&,gm.com to set Sincerely, ° -44 Joe Toth Environmental Manager Saginaw Metal Casting Operations cc T. Rouse, SMCO J. Moldovan, GM-WFG T. Thrubis, GM-Legal M. Robinson, WNJ 33 to the Oakland County calibration of the Lumex that is convenient to you. up a time. North American Operations General Motors Corporation Disbursement Services (3126) PO Box 62530 Phoenix, AZ 85082-2530 CHECK No. 00220 : AMOUNT i(*:*********1 240 4** **..*****1 ;1 33 .DOLLARS , DA.KLAND4:ZOUNTY ....:MEALTH':::1DIVISION * Ertiii.D.IING!'"3 6 • EAST.:::: • 1200 NORTH TELEGRAPH :RP • .• • PONT:LAC...?:11.1: -48541'. ' • • • • . ., • SIGNATURE , NOrtIVAmdriceri• Operations (GenerarkbliSeCorpOrbtioh DisbutsgmentnAccount: T.:-The.Chase Manhattan.Danki NA •.Syrscuits, New Vorie.:1 , . , AUDIT v00 2 20 713 ? Le CO 2 1.309 ?cif: 60 LI.. 211.6 2s 20• Page 1 of 1 Nancy Fournier From: Tim Soave [soavet@co.oakland.mi.us ] Sent: Monday, January 10, 2005 12:05 PM To: Laurie Van Pelt Cc: Jerry Poisson; Nancy Fournier; LaVeme Smith Subject: Parks and Rec. Donation Laurie, The greenhouse, donated to Parks and Recreation, has a value of under $10,000 and requires very little annual maintenance (electricity - one light bulb). Therefore it does not require Board of Commissioner approval. Fiscal Services, however, needs to report the donation as part of a quarterly forecast. Laverne, please get a memo from Frank Trionfi explaining the donation for the first quarter review. Also of interest, I talked to Mike Blazcak and John Ross on this item. They believe the Parks and Rec Commission can accept gifts on their own. They still support us having them go through the Board process, but if it came to a dispute - it could be interesting. Tim 1/10/2005 03/11/2005 09:.57 2498581683 97ie www.bordine.com OAKLAND COUNTY PARKS PAGE 02/02 Member:*.--7nerican Nursery anel Landscape Assoo. • -The National Garden Center Organization • Michigan Nursery Landsoape Assoc. • Ohio Florists` Assoc. • Perennial Plant Assoc. ▪ NFIB SAF GARAND counr RIMS & REDREATIOIV MVP JUL 15 24. RECEIVE (---?0 To: Dan Stencil, Administrator akland County Parks and Recreation commission 2800 Watkins Lake Road Waterford, Michigan 48328 This is the total package that Bordine Nursery has agreed to donate to Oakland County Parks for use at the community garden. The complete metal framework for a previously used 32' by 156' greenhouse. Description: Metal pipe anchors, metal pipe wall studs, pipe roof trusses, pipe rafters and metal pipe trusses and rafter ties. 2x6 treated wood skirts, and ribbons. Wire lock metal channels with wiggle wire to retain visqueen roof and sides. 2 end sections with sliding door frames and track. 2 metal louvers. 1 exhaust fan and shroud. Clear plastic, hard, sheeting and treated wood framework to enclose ends. Used vveedmat to cover floor. Existing visqueen for sides 6'xl 56 and roller hardware to open and close. Ropes to restrain these visqueen side closures. Not includecl are a gas furnace, thermostat, controls and wiring piping, water piping, and the center track and carriers. The intent and understanding is that this greenhouse will not be used to grow any plants for sale or to in any way compete with commercial growers. Bruce Bordine 7/12/04 IOCHESTER HILLS (Adniin. Moe) 1835 S. Rochester Road Rochester Hills, MI 48307.3533 Z48,651.9000 (taxi 248.851.9QU CLARKSTON GRAND BLANC BRIGHTON 8800 Dixie Highway . B100 Torrey Road OW Grind River Clarkston, MI 483c8-4235 20-2 .3 rand Blanc, IM) 41349-9324 Brighton, MI 48114-7305 246.625.0100 (tax) 248.52.8.910m 810.655.5558 (tax) 810.9552828 517.552•9300 rfaX) S17.582.9309 (Commission Meeting, September 8, 2004) ROLL CALL VOTE: AYES: Crawford, Gregory, Kaman, McCulloch, Palmer, Richards, Skanitt. VanderVeen, Vogt (9) NAYS: (0) A sufficient majority having voted, the motion carried. - REVISED MASTER PLAN -SPRINGFIELD OAKS: Chief of Design and Development Joe Figa reported that two public hearings were held for public input on the revised Springfield Oaks master plan, which was presented to the Parks Commission on May 5, 2004: no additional comments have been received. Moved by Mr. Palmer, supported by Mr. Richards to adopt the revised master plan for Springfield Oaks. AYES: Crawferd, Gregory, Korzon, McCulloch, Palmer, Richards, Skarritt, VanderVeen, Vogt (9) NAYS: (0) Motion carried on a voice vote. Commissioner McCullooh requested staff compile a mini-business plan for the Springfield Oaks Activities Center, including planned procedures for targeting the commission's annual operating expense of $200,000, a five-year timeline. required township approvals, and who will be responsible for each goal. Staff will present the plan to the commission within the nextfew months. ELLIS BARN DONATION AGREEMENT: Park stsiff, in cooperation with Assistant Corporation Counsel John Ross, Springfield Oaks General Manager LC Scramlin, and RBI 33 co-owner Tim Birtsas, prepared donation documents to allow the Parks Commission to accept the Ellis Barn and outbuildings, plus amend the professional services contract with 4-H to include the donated buildings at Springfield Oaks. Staff recommended approval of the donation agreement for the Ellis Barn; the donation agreement for the two machinery buildings, one smokehouse, and one privy: plus the professional services contract amendment, as presented. Vice Chairman Skarritt reported that the Road Commistion for Oakland County approved the grant for the Ellis Barn at their last meeting. Moved by Mr. Gregory, supported by Mr. Crawford to approve the donation agreement with RBI 33, LLC for the Ellis.Bam; the donation agreement with RBI 33, LLC for the two machinery buildings, one smokehouse, and one privy; plus the professional services contract amendment with Oakland County 4-H to include the buildings at Springfield Oaks. The donation agreement for the Ellis Barn will be forwarded through the committees for final approval by the Oakland County Board of Commissioners. AYES: Crawford, Greoory. Korzon, McCulloch, Palmer, Richards, Skarritt, VanderVeen, Vogt (9) NAYS: (0) Motion carried on a voice vote. GREENHOUSEDONATION - SPRINGFIELD OAKS AND LYON OAKS: 4 - 4 (Commission Meeting, September 8, 2004) Moved by Mr. VanderVeen, supported by Mr. Crawford to approve the donation agreement with Bordine Nursery Ltd. for a 32' by 156' greenhouse for use at the community service gardens at Springfield Oaks and Lyon Oaks. AYES: Crawford, Gregory, Kerzon. McCuiloch, Palmer, Richards, Skarritt. VanderVeen. Vogt (9) NAYS: (0) Motion carried on a voice vote. BID: COUNTY OF OAKLAND FY 2005 FIRST QUARTER REPORT GENERAL FUND ! GENERAL PURPOSE REVENUES Amount Adopted Amended FY 2005 Favorable Budget Budget Forecast (unfavorable l Percent Explanation of Significant Variances GENERAL FUND TAXES Property Taxes -2003 Tax Levy $ 224,910,000.00 $ 224,910,000.00 $ 224,910,000.00 0.00% Delinquent Tax - Prior Years 500,000.00 500,000.00 500,000.00 0.00% Trailer Tax 105,000.00 105,000.00 105,000.00 0.00% Special Assessment - - - - 000% Total Property and Other Taxes $ 225,515,000.00 $ 225,515,000.00 $ 225,515,000.00 $ - 0.00% FEDERAL AND STATE GRANTS Emergency Response and Preparedness $ 43,652.00 $ 52,352.00 $ 52,352.00 $ - 0.00% Sheriff 70,000.00 70,000.00 70,000.00 0.00% Total General Fund - Federal Grants $ 113,652.00 $ 122,352.00 $ 122,352.00 $ 0.00% INTERGOVERMENTAL REVENUES Governmental Program Revenues Emergency Response & Preparedness $ 109,900.00 $ 109,900.00 $ 109,900.00 $ - 0.00% Community Corrections - Admin 380,000.00 380,000.00 380,000.00 0.00% Veterans' Services - - - 100.00% Comm. & Econ Dev. - - - Circuit Court - Gen. Jurisdiction 17,950.00 17,950.00 17,950.00 0.00% District Courts 2,880.00 2,880.00 2,880.00 0.00% Sheriff 260,000.00 260,000.00 260,000.00 0.00% Non-Departmental - Judges Salaries 2,005,827.00 2,005,827.00 2,005,827.00 0.00% General Reimb. Revenues (Non-Dept) 30,617,000.00 30,617,000.00 30,617,000.00 0.00% Assumes appropriate transfer from Revenue Sharing Reserve Total General Fund - Intergov't Revenue INDIRECT COST RECOVERY $ 33,393,557.00 $ 33,393,557.00 $ 33,393,557.00 $ 0.00% $ 9,364,000.00 $ 9,364,000.00 $ 9,364,000.00 $ 0.00% CHARGES FOR SERVICES County Executive Administration Emergency Response & Preparedness Auditing Equalization Purchasing Reimbursment Support Services Human Resources MSU Extension Animal Control Medical Examiner Comm. & Econ. Development - Admin Planning & Economic Development Svcs. Clerk - County Clerk 2,396,900.00 Clerk - Elections 17,800.00 Clerk - Register of Deeds 12,747,800.00 Treasurer 2,825,680.00 2,396,900.00 17,800.00 12,747,800.00 2,825,680.00 151,500.00 3,000.00 70,000.00 2,454,322.00 31,500.00 325,000.00 143,000.00 800.00 68,100 00 662,385.00 975,400.00 317,292.00 175,000.00 2,476,708.00 19,375.00 14,948,133.00 2,729,680.00 $ 151,500.00 3,000.00 74,000.00 2,434,347.00 14,900.00 325,000.00 143,000.00 800.00 68,100.00 662,385.00 975,400.00 380,806.00 150,000.00 $ 151,500.00 3,000.00 74,000.00 2,434,347.00 14,900.00 325,000.00 143,000.00 800.00 68,100.00 662,385.00 975,400.00 317,292.00 150,000.00 Circuit Court - Admin/General Jurisdiction Circuit Court - Court Services Circuit Court - Judicial Support District Court - Division I District Court - Division II District Court - Division III District Court - Division IV Probate Court 3,236,090.00 3,236,090.00 310,000.00 310,000.00 418,700.00 418,700.00 3,723,800.00 3,723,800.00 1,746,638.00 1,765,388.00 4,267,863.00 4,267,863.00 2,255,352.00 2,255,352.00 524,100.00 524,100.00 3,240,590.00 310,000.00 418,700.00 3,723,800.00 1,796,488.00 4,267,863.00 2,255,352.00 525,700.00 Prosecuting Attorney Sheriff's Office Sheriff - Administration 214,600.00 214,600.00 10,800_00 10,800.00 1,000 00 1,000.00 214,600.04 10,800.00 9,700.00 COUNTY OF OAKLAND FY 2005 FIRST QUARTER REPORT GENERAL FUND! GENERAL PURPOSE REVENUES Adopted Budget Amended Budget FY 2005 Forecast Amount Favorable (unfavorable) Percent Explanation of Significant Variances 0.00% 0.00% (4,000.00) -5.41% Unfav due to the elimination of the purchasing card rebate. 19,975.00 0.82% Contract wih Brandon Twp. for Equalization services 16,600.00 111.41% Rebates 0.00% 0.00% • 0.00% 0.00% 0.00% 0.00% 0.00% 25,000.00 16.67% Fav. Sale of Maps, including new Street Maps & Atlas in One- Stop Shop. 79,808.00 3_33% Fay. Due to change in state law for gun permits. Photostat purchases higher than anticipated. 1,575.00 8.85% Fav. Due to an increase in election documents that were filed late. 2,200,333.00 17.26% Fay. Due to land transfer tax and mortgage revenue being higher than anticipated. (96,000.00) -3.40% Unfav- ($74,118) Industrial Fac. Tax adj fcst to reflect actual tax abatement role. ($20,082) TIFA/DDA Recovery CFT act expired, ($1,841) Supplemental Warrants adj fcst to expected actual. 4,500.00 0.14% Fav due to unbudgeted DNA revenue received, and Miscellaneous. 0.00% 0.00% 0.00% 31,100.00 1.76% Fav in multiple line items due to addition of new judge and two new townships, and adjustments to actual experience. 0.00% 0.00% 1,600.00 0.31% Fay due to miscellaneous unbudgeted revenue receipts e.g. Ancillary Fees, CVR Cnty Portion, and Marriage Ceremony rev. 0.00% 0.00% 8,700.00 870_00% Fay due to mileage reimbursement being higher than anticipated. \Is\ Sheriff - Corrective Services Sheriff - Corrective Services Satellite Sheriff - Patrol Services Sheriff - Technical Services Board of Commissioners Library Board Drain Commissioner Non-Departmental Total General Fund - Charges for Services INVESTMENT INCOME District Courts Clerk/Register of Deeds Non-Departmental Total General Fund - Investment Income Adopted Amended FY 2005 Budget Budget Forecast 2,304,206.00 2,304,206.90 4,038,186.00 2,357,900.00 2,357,900.00 2,157,900.00 1,550,000.00 1,550,000.00 $ 76,726,228.00 $ 77,152,870.00 1,350,000.00 (200,000.00) $ 80,312,553.00 $ 3,159,683.00 26,500.00 $ 26,500.00 $ 26,500.00 $ 3,700.00 3,700.00 2,700.00 1,400,000 00 1,400,000.00 1,550,000.00 $ 1,430,200.00 $ 1,430,200.00 $ 1,579,200.00 (1,000.00) 150,000.00 149,000.00 15,000.00 $ 6,000.00 15,000.00 $ 15,000.00 6,000.00 6,000.00 - 100.00% 100.00% 200.00 20.00% Fay due to inadvertent cash overages. - 100.00% - 100.00% - 100.00% - 100.00% 0.00% 100.00% 0.00% 25,000.00 274,194.00 1,000.00 1,200.00 25,000.00 274,194.00 1,000.00 214,194.00 COUNTY OF OAKLAND FY 2005 FIRST QUARTER REPORT GENERAL FUND / GENERAL PURPOSE REVENUES 27,816,038.00 707,102.00 8,000.00 31,800.00 1,870,821.00 28,268,044.00 28,108,620.00 707,102.00 609,438,00 8,000.00 8,000.00 51,20000 51,200.00 1,870,821.00 1,664,421.00 Amount Favorable junfavorablel Percent Explanation of Significant Variances 1,733,980.00 75.25% Fav due to diverted felon payments being higher than anticipated. Changes in state law have not yet effected this revenue. (200,000.00) -8.48% Unfav due to Board and Care recovery being less than anticipated. Work release facility is not at full capacity. (159,424.00) -0.56% Unfav due Reimb. Salaries being less than anticipated. (97,664.00) -13.81% Unfav due to dispatch revenue being less than anticipated. The county no longer provides fire dispatching for Holly Two. 0.00% 0.00% -11.03% Unfav - Plat Service Fees ($2,500) decrease due to change from subdivision construction to condominium site development. Unfav - Reimb Personal Mileage ($3,900) based on personal mileage expense not being fully reimbursed. Unfav - Soil Erosion Fees ($200,000) continued escalation of accounts to the new permit fee system will fall short of previous anticipated forecast. -12.90% Reduced revenue from Commission on public telephones 4.10% 0.00% -27.03% Unfav due to low interest rates and smaller investment balance. 10.71% Fav. Due to moderate increase in interest rates. 10.42% (206,400.00) OTHER REVENUES Emergency Response & Preparedness Support Services - Materials Mgmt Community Corrections - Admin Animal Control Planning & Econ Dev Clerk - Register of Deeds Treasurer District Court Circuit Court Probate Court Prosecuting Attorney Sheriff Drain Commissioner Non-Departmental 0.00% 0.00% 100.00% 0.00% 0.00% 0.00% 0.00% 0.00% 0.00% $ 3,532,923.00 $ 3,532,923.00 $ 109,696.00 109,696.00 $ 3,642,619.00 $ 3,642,619.00 $ 3,532,923.00 109,696.00 3,642,619.00 $ $ 239,800.00 $ 9,700,000.00 $ 9,939,800.00 $ 239,800.00 $ 9,700,000.00 9,939,800.00 $ 239,800.00 9,700,000.00 9,939,800.00 $ 15,000.00 $ 15,000.00 $ 15,000.00 15,000.00 $ 15,000.00 $ 15,000.00 $ 0.00% 0.00% 4,202,841.00 $ 4,202,841 00 7,329,089.00 $ 7,414,834.00 $ 3,852,841.00 $ 7,064,834.00 $ (350_000.00) $ (350,000.00) INVESTMENT INCOME Social Welfare Fund Total General Purpose - Investment incom - $ 0.00% - $ COUNTY OF OAKLAND FY 2005 FIRST QUARTER REPORT GENERAL FUND / GENERAL PURPOSE REVENUES Total General Fund - Other Revenues Adopted Amended Budget Budget $ 236,194.00 $ 321,194.00 $ Amount FY 2005 Favorable Forecast (unfavorablei Percent 321,394.00 $ 200.00 0.06% Explanation of Significant Variances TRANSFERS Treasurer Library Board Human Resources Non-Dept. - Investments (DIRE) Total General Fund - Transfers $ 2,352,101.00 $ 2,352,101.00 $ 88,231.00 112,531.00 53,952.00 3,600,000.00 3,600,000.00 $ 6,040,332.00 $ 6,118,584.00 $ 2,352,101.00 $ 112,531.00 53,952.00 3,600,000.00 6,118,584.00 $ 0.00% 0.00% 0.00% Due to HR reorganization per MR #04339. 0.00% 0.00% SUB-TOTAL GENERAL FUND $ 352,819,163.00 $ 353,417,757.00 $ 356,726,640.00 $ 3,308,883.00 0.94% GENERAL PURPOSE FUNDS INTERGOVERNMENTAL Health Fund Health State Subsidy Health Grant - State Reimbursement Total Health Fund Juvenile Maintenance Fund Children's Village - Refund School Meals Non-Department - Child Care Subsidy Total Juvenile Maintenance Fund Social Welfare Fund Foster Care - State Match Total Social Welfare Fund Total General Purpose - Intergov't Revenut $ 13,597,419.00 $ 13,597,419.00 13,597,419.00 $ 0.00% 0.00% 0.00% CHARGES FOR SERVICES Health Fund Health Division Total Health Fund $ 3,126,248.00 $ 3,211,993.00 $ 3,211,993.00 $ 3,126,248.00 $ 3,211,993.00 $ 3,211,993.00 $ Juvenile Maintenance Fund Circuit Court Children's Village (350,000.00) $ 1,030,000.00 $ 1,030,000.00 $ 1,030,000.00 $ 3,172,841.00 3,172,841.00 2,822,841.00 Total Juvenile Maintenance Fund Total General Purpose - Charges for Svcs. $ 0.00% -11.03% (Unfav.) due to delay in construction of Secure Detention Facility. -8,33% -4.72% kst. OTHER REVENUES Health Fund Health Division Total Health Fund - $ 0.00% - $ 0.00% 0,00% 0.00% 0.00% 0.00% 0.00% COUNTY OF OAKLAND FY 2005 FIRST QUARTER REPORT GENERAL FUND! GENERAL PURPOSE REVENUES Amount Adopted Amended FY 2005 Favorable Budget Budget Forecast (unfavorable) Percent Explanation of Significant Variances Juvenile Maintenance Fund Circuit Court $ - $ - $ - $ - Children's Village $ - $ - - 0.00% Total Juvenile Maintenance Fund $ - $ - $ - $- 0.00% Total General Purpose - Other Revenues $ - $ - $ - $ 0.00% SUB-TOTAL GENERAL PURPOSE FUNDS $ 20,926,508.00 $ 21,012,253.00 $ 20,662,253.00 $ (350,000.00) -1.67% TRANSFERS (in) Non-Department - Health Fund $ 24,046,218.00 $ 24,145,551.03 $ 24,145,551.03 Non-Department - Juvenile Maintenance FL 16,302,953.00 16,328,385.92 16,328,385.92 Non-Department - Social Welfare Fund 15,000.00 15,000.00 15,000.00 Total General Purpose - Transfers In (Out $ 40,364,171.00 $ 40,488,936.95 $ 40,488,936.95 $ Less: Non-Departmental Transfers In (Out $ (40,364,171.00) $ (40,488,936.95) $ (40,488,936,95) $ PLANNED USE OF FUND BALANCE General Fund - Encumbs & Carried Fwds $ - $ 1,078,886.16 $ 1,078,886.16 0.00% General Fund - Prior Years Balance 3,099,668.00 12,637,264.05 12,637,264.05 0.00% Gen. Purpose - Encumbs & Carried Fwds - PH 0.00% Gen. Purpose - Encumbs & Carried Fwds JM 0.00% Total Planned Use of Fund Balance $ 3,099,668.00 $ 13,716,150.21 $ 13,716,150.21 $ 0.00% TOTAL GOVERNMENTAL RESOURCES $ 376,845,339.00 $ 388,146,160.21 $ 391,105,043.21 $ 2,958,883.00 0.76% COUNTY OF OAKLAND FY 2005 FIRST QUARTER FORECAST REPORT EXPENDITURES CIRCUIT COURT AMOUNT • ADOPTED AMENDED FY 2005 FAVORABLE BUDGET BUDGET FORECAST (UNFAVORABLE) PERCENT EXPLANATION OF SIGNIFICANT VARIANCES Judicial Administration Controllable Personnel Controllable Operating Non-Controllable Operating $ 6,904,895 00 $ 8,017,769.00 $ 7,633,169.00 $ 384,600.00 4.80% Turnover. 45,067.00 94,100 74 94,200.74 (100.00) -0.11% Unfav due to unbudgeIed Equipment Repairs & Maintenance Expense. 192,090.00 198,028.90 198,028.90 0.00% $ 7,142,052.00 $ 8,309,898.64 $ 7,925,398.64 $ 384,500.00 4.63% Business Division Controllable Personnel Controllable Operating Non-Controllable Operating General Jurisdiction Division Controllable Personnel Controllable Operating $ 1,983,481.00 $ 1,983,481.00 $ 1,965,581.00 $ 43,200.00 44,718 89 44,718.89 351,742.00 357,406 88 357,606.88 $ 2,378,423.00 $ 2,385,606.77 $ 2,367,906.77 $ $ 2,195,512 00 $ 2,195,512.00 $ 2,115,012.00 $ 6,000,571.00 9,792,251.88 9,802,951.88 17,900.00 090% Turnover. - 0.00% (200.00) -0.06% Unfav due to unbudgeted Lease Vehicle expense. 17,700 00 0.74% 80,500.00 3.67% Turnover. (10,700.00) -0 11% Unfav due to unbudgeted Court Reporter Svc, Psychological Testing, Refund of Prior Yrs. Revenue expense. Non-Controllable Operating 2,230,408.00 2,315,506.75 2,315,506.75 0.00% 69,800.00 0.49% 231,300 00 (2,210,900.00) Family Division/juvenile Maint. Controllable Personnel Controllable Operating Department Total Controllable Personnel Controllable Operating Non-Controllable Operating $ 10,426,491.00 $ 14,303,270.63 $ 14,233,470.63 $ $ 12,272,975.00 $ 12,295,703.00 $ 12,064,403.00 $ 8,401,014.00 8,409,559.03 10,620,459.03 1,758.404.29 1,758,404 29 $ 22,406,371.00 $ 22,463,666.32 $ 24,443.266.32 $ 1.88% I urnover. -26 29% Unfav due to under budgeted State and Private Institutions Residential expense. Judges are assigning more children to institutional custody. 0.00% Non-Controllable Operating 1,732,382.00 (1,979,600 00) -8.81% $ 23,356,863.00 $ 24,492,465.00 $ 23,778,165.00 $ 714,300.00 2.92% 14,489,852.00 18,340 630.54 20,562,330.54 (2,221,700.00) -12.11% 4,506,622.00 4,629,346.82 4,629,546 82 (200.00) 0 00% $ 42,353,337.00 $ 47,462,442.36 $ 48,970,042.36 $ (1,507,600.00) -3 18% 03/02/2005 Total Division 1 - Nov $ 4,959.863.00 $ 4.978,556.28 $ 4,878,556.28 $ 100,000.00 2.01% Division 2 - Clarkston Controllable Personnel Controllable Operating $ 1.643,630.00 $ 1,643,83000 $ 1,596,730.00 $ 554,457.00 579,459.79 612,059.79 $ 15,514,204.00 $ 15,602,111.63 $ 15,363.511.63 $ 233,600 00 1.53% District Court Administration Controllable Personnel Controllable Operating Non-Controllable Operating COUNTY OF OAKLAND FY 2005 FIRST QUARTER FORECAST REPORT EXPENDITURES DISTRICT COURT AMOUNT ADOPTED AMENDED FY 2005 FAVORABLE BUDGET BUDGET FORECAST (UNFAVORABLE) PERCENT $ 139,420.00 $ 139,420.00 $ 123,020.00 $ 16,400 00 11.76% - Turnover. 70,300.00 70,300.00 70,300.00 - 0 00% - 0.00% $ 209,720.00 $ 209,720.00 $ 193,320.00 $ 16,400.00 7.82% EXPLANATION OF SIGNIFICANT VARIANCES Division 1 - Novi Controllable Personnel Controllable Operating $ 3,603,107.00 $ 3,603,107.00 $ 3,485,007.00 $ 922,450 00 925,867.00 943,967.00 118,100.00 3.28% - Turnover. (18,100.00) -1.95% - Unfav. Due to Property Tax (assessment incr ), Trng Psych & Med Exam court orders, Charge Card Fee more payments being made by credit cards, Grounds Supplies due to relocation of Community Garden Prog. Non-Controllable Operating 434,306.00 449,582.28 449,582.28 0.00% 46,900.00 2.85% - Turnover. (32,600.00) -5.63% - Unfav. Due to increasing use of Defense Atty Fees for Court appointed atty., Charge Card Fee more payments being made by credit cards, partially offset by lower Juror Fees & Mileage, savings in small tools and provisions due to discontinuance of the Garden Program. Non-Controllable Operating . 193,096 00 204,961.41 204,961.41 - 0.00% _ Total Division 2- Clarkston $ 2,391,183.00 $ 2,428.051.20 $ 2,413,751.20 $ 14,300.00 0.59% Division 3 - Rochester Hills Controllable Personnel $ 3.445,560.00 $ 3.445,560.00 $ 3,391,560.00 $ 54,000.00 1.57% - Turnover Controllable Operating 416,172.00 418,678.98 424,678.98 (6,000.00) -1.43% - Unfav. due to Charge Card Foe more payments being made by credit cards. Non-Controllable Operating 999,317.00 1,014,136 12 1,014,136.12 - 0.00°A - $ 4,861,049.00 $ 4,878,375.10 $ 4,830,375.10 $ 48,000.00 0.98% Division 4 - Troy Controllable Personnel $ 2,216,937.00 $ 2,216,937.00 $ 2,151,937.00 $ 65,000.00 2.93% - Turnover. Controllable Operating 533,553.00 539,793.00 544,893.00 (5,100.00) -0.94% - Unfav, due to Charge Card Fee more payments being made by credit cards. Non-Controllable Operating 341,894.00 350,679.05 350,679.05 0.00% $ 3,092,389.00 $ 3,107,409.95 $ 3,047,509.05 $ 59,900.00 1.93% Department Total Controllable Personnel $ 11,048,654.00 $ 11,048,654.00 $ 10,748,254 00 $ 300,400.00 2.72% Controllable Operating 2,496,937.00 2,534.098.77 2,595,898.77 (61,800 00) -2.44% Non-Controllable Operating 1,968,613.00 2,019,358 86 2.019,358.86 0.00% 03/02/2005 Estates/Mental Health Controllable Personnel Controllable Operating Non-Controllable Operating COUNTY OF OAKLAND FY 2005 FIRST QUARTER FORECAST REPORT EXPENDITURES PROBATE COURT ADOPTED AMENDED BUDGET BUDGET AMOUNT FY 2005 FAVORABLE FORECAST (UNFAVORABLE)PERCENT EXPLANATION OF SIGNIFICANT VARIANCES 60,000 00 Judicial/Administration Controllable Personnel Controllable Operating Non-Controllable Operating $1.934,196.00 $2,107,089.00 $2,047,089.00 $ 9,258.58 9,258.58 324,624.00 358,108.45 358,108.45 2.65% - Turnover. 0.00% 0.00% - $2,258,820.00 $2,474,456.03 $2,414,456.03 $ 60,000.00 2.42% $2,066,290.00 $2,066,290.00 $2,006,290.00 $ 60,000.00 2.90% - Turnover. 704,981.00 705,692.83 707,492.83 (1,800.00) -0.26% - Unfav, due to increase use of Car Allowance ($1,100) for volunteer mileage, and use of Materials and Supplies ($500). 438,537.00 449,175.60 449,175.60 - 0.00% - $3,209,808.00 53,221,158.43 $3,162,958.43 $ 58,200 00 1.81% Department Total Controllable Personnel Controllable Operating Non-Controllable Operating $4,000,486.00 704,981.00 763,161.00 4,173,379.00 $4,053,379.00 $ 120,000.00 2.88% 714,951 41 716,751.41 (1,800.00) -0.25% 807,284.05 807,284.05 0.00% $5,468.628.00 55,695,614 46 $5,577,414.46 $ 118,200.00 2.08% 03/02/2005 Administrative Services Controllable Personnel Controllable Operating Non-Controllable Operating Corrective Services Controllable Personnel Controllable Operating Corrective Services-Satellites Controllable Personnel Controllable Operating Non-Controllable Operating Transfer Out Patrol Services Controllable Personnel Controllable Operating Non-Controllable Operating Transfer Out 0.00% 0.00% 0,00% 0.00% 0,00% COUNTY OF OAKLAND FY 2005 FIRST QUARTER FORECAST REPORT EXPENDITURES SHERIFFS OFFICE AMOUNT ADOPTED AMENDED FY 2005 FAVORABLE BUDGET BUDGET FORECAST (UNFAVORABLE) PERCENT EXPLANATION OF SIGNIFICANT VARIANCES Sheriff's Office Controllable Personnel Controllable Operating Non-Controllable Operating $ 1,576,521.00 $ 1,454,625.00 $ 1,454,625.00 87,074.00 124,084.00 124,084.00 1,148,229.00 1,152,111.00 1,152,111.00 0.00% 0.00% - 0.00% $ 2,811,824.00 $ 2,730,820.00 $ 2,730,820.00 $ 0.00% $ 1,345,143.00 $ 1,549,234.00 $ 1,549,234.00 0.00% - 806,477_00 763,438_00 713,438.00 50,000_00 6.55% - Fay $50,000 due to the volume of uniform cleaning being less than anticipated. 625,184.00 588,920.00 588,920.00 0.00% - $ 2,776,804.00 $ 2,901,592.00 $ 2,851,592.00 $ 50,000.00 1.72% $ 27,134,580.00 $ 27,134,580.00 $ 27,634,580.00 $ (500,000.00) -1.84% Unfav 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, 8,155,146.00 8,233,982.58 7,663,982.58 570,000.00 6.92% Fav $500,000 due to the elimination of BCBS in prisioner hospitalization administration. County's contract with NOMC has a greater discount and no administration fee. $70,000 favorable in Out Co. Prisoner Housing due a reduction in the number of days inmates are housed in other county jails. Non-Controllable Operating 6,507,947.00 6,647,512.04 6,647,512.04 0.00% Transfer Out - 0.00% $ 41,797,673.00 $ 42,016,074.62 $ 41,946,074.62 $ 70,000.00 0.17% $ 15,892,622.00 $ 15,892,622.00 $ 16,092,622.00 $ (200,000.00) -1.26% Unfav overtime due a high prisoner population. This is partially offset by favorability from position vacancies. 368,800.00 375,782.97 375,782.97 0.00% 1,053,086.00 1,053,086.00 1,053,086.00 0.00% 0.00% $ 17,314,508.00 $ 17,321,490.97 $ 17,521,490.97 $ (200,000.00) -1.15% $ 30,261,751.00 $ 30,662,703.00 $ 30,662,703.00 225,536.00 586,752.30 586,752.30 4,231,763.00 4,269,290.40 4,269,290,40 31,003.00 155,015.00 155,015.00 $ 34,750,053.00 $ 35,673,760,70 $ 35,673,760.70 $ Technical Services Controllable Personnel $ 10,829,110.00 $ 6,394,439.00 $ 6,394,439.00 0.00% Controllable Operating 691,152.00 1,056,637.28 1,056,637.28 0.00% Non-Controllable Operating 1,327,735.00 1,173,371.59 1,173,371.59 0.00% Transfer Out - 0.00% $ 12,847,997.00 $ 8,624,447.87 5 8,624,447.87 $ - 0.00% Emergency Prep., Training & Comm. Controllable Personnel $ - $ 4,326,021.00 $ 4,326,021.00 0.00% Controllable Operating - 89,407.40 89,407.40 0.00% Non-Controllable Operating - 190,697.00 190,697.00 0.00% ....- Transfer Out - - 0.00% CO - $ 4,606,125,40 $ 4,606,125.40 $ 0.00% Department Total Controllable Personnel $ 87,039,727.00 $ 87,414,224.00 $ 88,114,224.00 $ (700,000.00) -0.80% 3/2/2005 ADOPTED BUDGET AMENDED BUDGET COUNTY OF OAKLAND FY 2005 FIRST QUARTER FORECAST REPORT EXPENDITURES SHERIFFS OFFICE AMOUNT FY 2005 FAVORABLE FORECAST (UNFAVORABLE) PERCENT EXPLANATION OF SIGNIFICANT VARIANCES Controllable Operating Non-Controllable Operating Transfer Out 10,334,185.00 14,893,944.00 31,003.00 $ 11,230,084.53 $ 15,074,988.03 $ 155,015.00 $ 10,610,084.53 620,000.00 5.52% $ 15,074,988.03 0.00% 155,015.00 0.00% $ 112,298,859.00 $ 113,874,311.56 $ 113,954,311.56 $ (80,000.00) -0.07% 3/2/2005 1.81% Turnover 16.06% Fav. Personal Mileage due to less than anticipated usage 0.00% 1.89% 0.00% 0.00% 0.00% 150,000.00 8,000.00 158,000.00 0.00% 0.00% 0.00% 0.00% 0.00% 150,000.00 8,000.00 1.05% 0.42% 0.00% 0.00% COUNTY OF OAKLAND FY 2005 FIRST QUARTER REPORT EXPENDITURES PROSECUTING ATTORNEY ADOPTED BUDGET AMENDED BUDGET FY 2005 FORECAST AMOUNT FAVORABLE (UNFAVORABLE) PERCENT EXPLANATION OF SIGNIFICANT VARIANCES Administration Controllable Personnel Controllable Operating Non-Controllable Operating Transfer Out $ 2,218,525.00 $ 2,218,525.00 $ 2,218,525.00 835,408.00 1,786,293.22 $ 1.786,293.22 1,850,201.00 1,871,729.80 $ 1,871,729.80 0.00% 0.00% 0.00% 0.00% $ 4,904,134.00 $ 5,876,548.02 $ 5,876,548.02 $ 0.00% Litigation Controllable Personnel Controllable Operating Non-Controllable Operating Warrants Controllable Personnel Controllable Operating Non-Controllable Operating Appellate Controllable Personnel Controllable Operating Non-Controllable Operating Department Controllable Personnel Controllable Operating Non-Controllable Operating Transfer Out $ 8,285,413.00 $ 8,285,413.00 49,824.00 49,824.00 6,146.00 6,146.00 $ 8,341,383.00 $ 8,341,383.00 $ 8,183,383.00 $ $ 2,294,947.00 $ 2,294,947 00 $ 2,294,947.00 2,758.00 52,758.00 52,758.00 $ 2,297,705.00 $ 2,347,705.00 $ 2,347,705.00 $ $ 1,531,949.00 $ 1,531,949.00 $ 1,531,949.00 7,291.00 7,291.00 7,291.00 $ 1,539,240.00 $ 1,539,240.00 $ 1,539,240.00 $ $ 14,330,834.00 $ 14,330,834.00 $ 14,180,834.00 $ 895,281.00 1,896,166.22 1,888,166.22 1,856,347.00 1,877,875.80 1,877,875.80 $ 8,135,413.00 $ 41,824.00 6,146.00 $ 17,082,462.00 $ 18,104,876.02 $ 17,946,876.02 $ 158,000 00 0.87% 03/02/2005 Register of Deeds Controllable Personnel Controllable Operating Non-Controllable Operating transfers Out 0.00% 0.00% 0.00% 0.48% $ 12,237,298.00 $ 11,062,831.21 $ 11,040,031.21 $ 22,800.00 0.21% 03/02/2005 COUNTY OF OAKLAND FY 2005 FIRST QUARTER FORECAST REPORT EXPENDITURES CLERK/REGISTER OF DEEDS AMOUNT ADOPTED AMENDED FY 2005 FAVORABLE BUDGET BUDGET FORECAST UNFAVORABLE) PERCENT Administration Controllable Personnel $ 643,886.00 $ 643,886.00 $ 643,886.00 0.00% Controllable Operating 56,350.00 56,350.00 56,350.00 0.00% Non Controllable Operating 196,878.00 204,790.42 204,790.42 0,00% Transfers Out - - - 0.00% $ 897,114.00 $ 905,026.42 $ 905,026.42 $ 0 00% County Clerk (Vital Stats 8 Legal Rec's) Controllable Personnel $ 4,414,103.00 $ 3,128,336.00 $ 3,128,336 00 0.00% Controllable Operating 239,378.00 240,501.83 240,501 83 0.00% Non-Controllable Operating 614,799.00 703,383 67 703,383.67 0.00% Transfers Out - - - 0.00% $ 5,268,280.00 $ 4,072,221.50 $ 4,072,221.50 $ 0.00% Elections Controllable Personnel $ 487,766.00 $ 481,766.00 $ 487,766.00 000% Controllable Operating 585,300.00 585,470.52 585,470.52 0.00% Non-Controllable Operating 109,498.00 113,036.00 113,036.00 0.00% Transfers Out 0.00 - - 0.00% $ 1,182,564 00 $ 1,186,272 52 $ 1,186,272.52 S 0.00% EXPLANATION OF SIGNIFICANT VARIANCES $ 2,278,330 00 $ 2,278,330 00 $ 2,255,530.00 $ 22,800.00 1.00% Unfav due to the increase in overtime needed for document recording. Offset by increase in recording fees. 1,364,331 00 1,364,331 00 1,364,331.00 1,112,429.00 1,117,284.60 1,117,284 60 $ 4,755,090.00 $ 4,759,945.60 $ 4,737,145.60 $ 22,800.00 Jury Commission Controllable Personnel $ 7,458.00 $ 7,458.00 $ 7,45800 0.00% Controllable Operating 6,009.00 6,009.00 6,009.00 0.00% Non-Controllable Operating 120,783.00 125,898.17 125,898.17 0.00% $ 134,250.00 $ 139.365.17 $ 139,365.17 $ 0.00% Department Total Controllable Personnel Controllable Operating Non-Controllable Operating Transfers Out 1••n•n• $ 7,831,543.00 $ 6,545.776 00 $ 6,522,976.00 $ 22,800.00 2,251,368.00 2,252,662 35 2,252,662.35 2,154,387.00 2,264,392 86 2,264,392 86 0.35% 0.00% 0.00% 0.00% COUNTY OF OAKLAND FY 2005 FIRST QUARTER FORECAST REPORT EXPENDITURES COUNTY TREASURER AMOUNT ADOPTED AMENDED FY 2005 FAVORABLE BUDGET BUDGET FORECAST (UNFAVORABLE) PERCENT EXPLANATION OF SIGNIFICANT VARIANCES Administration Controllable Personnel $ 2,650,124.00 $ 2,650,124.00 $ 2,540,024.00 $ 110,100.00 4.15% Turnover. Controllable Operating 183,290.00 183,999 60 198,099.60 (14,100.00) -7.66% Cost of Twsp. & City Treas. Bonds increases. Mon-Controllable Operating 649,928.00 683,747.79 683,747.79 - 0.00% Division Total $ 3,483,342.00 $ 3,517,871.39 $ 3,421,871.39 $ 96,000.00 2.73% Department Total $ 3,483,342.00 $ 3,517,871.39 $ 3,421,871.39 $ 96,000.00 2.73% 03/02/2005 433,608,00 328,074.00 438,965.98 328,074.00 438.965.98 328,074.00 0.00% 0.00% 0.00% 0.00% COUNTY OF OAKLAND FY 2005 FIRST QUARTER FORECAST REPORT EXPENDITURES BOARD OF COMMISSIONERS ADOPTED AMENDED BUDGET BUDGET AMOUNT FY 2005 FAVORABLE FORECAST (UNFAVORABLE) PERCENT EXPLANATION OF SIGNIFICANT VARIANCES Administration Controllable Personnel Controllable Operating Non-Controllable Operating Department Total Controllable Personnel Controllable Operating Non-Controllable Operating $ 2,103,900.00 $ 2,103,900.00 $ 2,103,900.00 $ 2,865,580 00 $ 2,870,939.98 $ 2,870,939.98 $ $ 2,103,900.00 $ 2,103,900.00 $ 2,103,900.00 $ 433,606.00 438,965 98 438,965.98 328,074.00 328.074.00 328,074.00 0.00% - An appropriation for Per Diems is recommended for previously authorized ongoing costs. Budget was recommended but inadvertently omitted from budget 0.00% - 0.00% $ 2,865,580.00 $ 2,870,939.98 $ 2,870,939.98 $ - 0.00% 03/02/2005 0.00% 0.00% 0,00% 0.00% $ 2,592,714.00 $ 2,663,017.98 $ 2.663,017.98 0.00% 0.00% 0.00% 0.00% 0.00% COUNTY OF OAKLAND FY 2005 FIRST QUARTER FORECAST REPORT EXPENDITURES LIBRARY BOARD ADOPTED BUDGET AMENDED BUDGET AMOUNT FY 2005 FAVORABLE FORECAST (UNFAVORABLE) PERCENT EXPLANATION OF SIGNIFICANT VARIANCES Library Board Controllable Personnel Controllable Operating Non-Controllable Operating Transfer Out $ 1,016,417.00 663,464.00 907,833.00 5,000.00 $ 1,016,417.00 $ 1,016,417.00 664,034 00 $ 664,034.00 908,466.98 $ 908.466.98 74,100.00 $ 74,100.00 Department Total Controllable Personnel Controllable Operating Non-Controllable Operating Transfer Out $ 1,016,417.00 663,464.00 907,833.00 5,000.00 $ 2,592,714.00 $ 1,016,417.00 $ 1,016,417.00 $ 664,034.00 664,034.00 908,466.98 905,466.98 74,100.00 74,100.00 $ 2,663,017.98 $ 2,663,017.98 $ 0.00% 03/02/2005 COUNTY OF OAKLAND FY 2005 FIRST QUARTER FORECAST REPORT EXPENDITURES DRAIN COMMISSIONER Drain Commissioner Controllable Personnel AMOUNT ADOPTED AMENDED FY 2005 FAVORABLE BUDGET BUDGET FORECAST UNFAVORABLE) PERCENT $ 3,414,457.00 $ 3,414,457.00 $ 3,414,457.00 0.00% EXPLANATION OF SIGNIFICANT VARIANCES Controllable Operating $ 382,475.00 $ 1,876,500.05 $ 1,887,936.05 (11,436.00) -0.61% Unfav - Freight & Express ($86) the result of the Clinton Watershed program mailing invitations and newsletters. Unfav - Laundry & Cleaning ($1,665) new uniform program for Soil Erosion staff. Unfav - Printing ($599) spending on letterhead and envelopes, Unfav - Protective Clothing & Equipment ($190) spending on gloves and hardhats for Inspection Unit. Unfav - Stream Gage Program ($8,400) required State of Michigan DEQ bill increased for this program. Unfav - Uniforms ($495) spending on new jackets and overalls for uniform program. Non-Controllable Operating $ 1,039,683.00 $ 1,084,403.58 $ 1,084,403.58 0.00% - Transfer Out 56,165.00 56,165 00 $ 56,165.00 0.00% Total $ 4,892,780.00 $ 6,431,525.63 $ 6.442,961.63 $ (11,430.00) -0.18% Department Total $ 4,892,780.00 $ 6,431,525.63 $ 6,442,961.63 $ (11,436.00) -0.18% 03/02/2005 Department Total Controllable Personnel Controllable Operating $ 5,670,747.00 $ 5,679,447.00 $ 5,679,447 00 $ 0.00% 850 769 00 927,312 49 927,312 49 0.00% - COUNTY OF OAKLAND FY 2005 FIRST QUARTER FORECAST REPORT EXPENDITURES COUNTY EXECUTIVE AMOUNT ADOPTED AMENDED FY 2005 FAVORABLE BUDGET BUDGET FORECAST (UNFAVORABLE) PERCENT EXPLANATION OF SIGNIFICANT VARIANCES Administration Controllable Personnel Controllable Operating Non-Controllable Operating $ 1,966,416.00 $ 1,966,416.00 $ 1,966,416 00 301,954 00 378,124.89 378,124.89 479,271.00 480,718.25 480,718.25 0.00% - 0.00% - 0.00% - Purchase of satellite telephone equipment for use during emergencies. This phone provides direct connection w/Sheriffs Office. $ 2,747,641 00 $ 2,825,259 14 $ 2,825,259 14 $ 0.00% Emergency Response & Preparedness Controllable Personnel $ 643,140.00 $ 651,840.00 $ 651,840,00 0.00% - Controllable Operating 475,150.00 475,150.00 475,150.00 0.00% - Funds were designated at year end to cover hangar rental for civil air patrol due to their expanded role with the county for Emergency Operations Plans. A budget amendment is recommended. Non-Controllable Operating 367,811.00 316,302.97 375,302.97 0.00% - $ 1,486,101.00 $1,502,292.97 $1,502,292.97 $ 0.00% Auditing Controllable Personnel Controllable Operating Non-Controllable Operating $ 1,109,228,00 $ 1,109,228.00 $ 1,109,228.00 26,180.00 26,180.00 26,180.00 176,684.00 176,928.00 116,928.00 0.00% 0.00% - 0.00% - $ 1,312,092.00 $ 1,312,336 00 $ 1,312,336.00 $ 0.00% Corporation Counsel Controllable Personnel Controllable Operating Non Controllable Operating $ 1,951,963.00 $ 1,951,963 00 $ 1,951,963 00 47,485.00 47,857.60 47,857.60 238,135.00 239,412.80 239,412.80 0.00% 0.00% - 0.00% $ 2,237,583.00 $ 2,239,233.40 $ 2,239,233.40 $ 0.00% Non-Controllable Operating 1,261,901.00 1,272,362.02 1,272,362.02 0.00% $ 7,783,417 00 $ 7,879,121.51 $ 7,879,121 51 $ 0.00% 03/02/2005 2.00% -0 79% 0 00% 0.00% 315,000.00 (5,400.00) COUNTY OF OAKLAND FY 2005 FIRST QUARTER FORECAST REPORT EXPENDITURES MANAGEMENT AND BUDGET Administration Controllable Personnel Controllable Operating Non-Controllable Operating Purchasing Controllable Personnel Controllable Operating Non-Controllable Operating AMOUNT ADOPTED AMENDED FY 2005 FAVORABLE BUDGET BUDGET FORECAST (UNFAVORABLE) PERCENT $ 335,028.00 $ 335,028.00 $ 335,028.00 7,900.00 7,900.00 7,900.00 7,934.00 7,934.00 7,934.00 5 350,862.00 $ 350,862.00 $ 350,862.00 $ 0.00% $ 977,087.00 $ 977,087.00 8 977,087.00 31,742.00 32,169.40 32,169.40 144,992 00 148,124.00 148,124 00 $ 1,153,821.00 $ 1,157,380.40 8 1,157,380.40 6 0.005'o 0.00% 0.00% 0.00% 0.00% 0.00% 0.00% EXPLANATION OF SIGNIFICANT VARIANCES 220,000.00 Equalization Controllable Personnel Controllable Operating Non Controllable Operating transfer Out $ 7,075.113 00 $ 7,075,113.00 $ 6.855,113.00 $ 266,265.00 351,256.87 351,256.87 1,412,424.00 1,601,868.29 1,601,868.29 3.11% Turnover 0.00% 0.00°A 0.00% $8,753,802.00 $9,028,238.16 $8,808,238.16 $220,000.00 2.44% Fiscal Services Controllable Personnel Controllable Operating Non-Controllable Operating Reimbursement Controllable Personnel Controllable Operating $ 5,255,788.00 $ 5,255,786 00 $ 5,180,788.00 $ 75,660.00 1.43% Turnover 149,665.00 208,745.80 208,745.80 0.00% 1,500,767 00 1,668,431 38 1,668,431.38 0.00% 5 6,906,220.00 $ 7,132,965.18 $ 7,057,965.18 $ 75,000.00 1.05% 5 2,144,968.00 $ 2,144,968.00 $ 2,124,968.00 $ 20,000.00 0.93% Turnover 79,610.00 79.887.00 85,067.00 (5,400.00) -6.78% Unfav. Software Support & Maint. due to use of new Children's Village software. A budget amendment is recommended Non-Controllable Operating Transfer Out 575,263.00 590,345.75 590,345.75 0.00% $ 2,799,841 00 $ 2,814,980.75 8 2,800,380.75 $ 14,600.00 0.52% Department Total Controllable Personnel $ 15,787.984.00 $ 15,787,984.00 $ 15,472,984.00 $ Controllable Operating 535,182.00 679,739.07 685,139.07 Non-Controllable Operating 3,641,380.00 4,016,703.42 4,016,703.42 Transfer Out $ 19,964,546.00 $ 20,484,426.49 $ 20,174,826.49 $ 309,600.00 1.51% lp 03/02/2005 0.00% 0.00% 0.00% 0.00% 0.00% 0.00% 0.00% 0.00% COUNTY OF OAKLAND FY2005 FIRST QUARTER FORECAST EXPENDITURES CENTRAL SERVICES AMOUNT ADOPTED AMENDED FY 2005 FAVORABLE BUDGET BUDGET FORECAST (UNFAVORABLE) PERCENT EXPLANATION OF SIGNIFICANT VARIANCES Administrative Controllable Personnel $ 183,866.00 $ 183,866.00 $ 183,866.00 $ Controllable Operating 2,800.00 2,800.00 2,800 00 Nun-Controllable Operating 13,744.00 22,212.14 22,212.14 Operating Transfer Out - - $ 200,410.00 $ 208,878.14 $ 208,878.14 $ 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 $ 1,153,956.00 $ 1,153,956.00 34,783.00 147,422.85 147,422 85 1,003,019.00 1,040,346.15 1,040,346.15 75,000.00 75,000.00 75,000.00 $ 2,266,758.00 $ 2,416,725.00 $ 2,416,725.00 $ 0.00% $ 1,337,822.00 $ 1,337,822.00 $ 1,337,822.00 $ 37,583.00 150,222.85 150,222.85 1,016,763.00 1,062,558.29 1,062,558.29 75,400.00 75,000 00 75,000 00 $ 2,467,168.00 $ 2,625,603.14 $ 2,625,603 14 $ 0.00% 0.00% 0.00% 0.00% 0.00% *ea 03/02/2005 Administration Controllable Personnel Controllable Operating $ 352,818.00 $ 352,818.00 $ 9,525.00 9,525.00 352,818.00 $ 9,525.00 0.00% 0.00% - 52,692.00 415,035 00 $ 0.00% - 0.00% 0.00% - 0.00% - $1,131,106.00 $1,131,443.82 $ 1,131,443.82 $ 0.00% $1.284,592.00 $1,284,592.00 $ 1.284,592.00 $ 116,925.00 116,925.00 116,925.00 144,516.00 144,961.82 144,961.82 0.00% 0.00% 0.00% COUNTY OF OAKLAND FY 2005 FIRST QUARTER REPORT EXPENDITURES FACILITIES MANAGEMENT AMOUNT ADOPTED AMENDED FY 2005 FAVORABLE BUDGET BUDGET FORECAST (UNFAVORABLE) PERCENT EXPLANATION OF SIGNIFICANT VARIANCES Non-Controllable Operating Facilities Engineering Controllable Personnel Controllable Operating Non-Controllable Operating Department Total Controllable Personnel Controllable Operating Non Controllable Operating 52,584.00 52,692 00 $ 414,927.00 $ 415,035.00 $ 91,932.00 92,269.82 92,269.82 0.00% - $ 931,774.00 $ 931,774.00 $ 931,774.00 $ 107,400.00 107.400.00 107,400.00 $1,546.033.00 $1,546,478.82 $ 1,546,478.82 $ 0.00% 03102/2005 03/02/2005 COUNTY OF OAKLAND FY 2005 FIRST QUARTER FORECAST REPORT EXPENDITURES HUMAN RESOURCES AMOUNT ADOPTED AMENDED FY 2005 FAVORABLE BUDGET BUDGET FORECAST (UNFAVORABLE)PERCENT Administration Controllable Personnel $ 298,754.00 $ 607,112.00 $ 607,112.00 $ - 0.00% Controllable Operating 10,219.00 175,509.00 175,509.00 - 0.00% Non-Controllable Operating 9,090.00 13,064.28 13,064.28 - 0.00% $ 318,063.00 $ 795,685.28 $ 795,685.28 $ - 0.00% Human Resources - General Controllable Personnel $2,309,003.00 1,478,491.00 $1,478,491.00 $ - 0.00% Controllable Operating 406,678 00 420,417.31 420,417.31 000% - Non-Controllable Operating 534.170.00 583,598.77 583,598.77 - 0.00% - $3,249,851.00 $ 2,482,507.08 $2,482,507.08 $ - 0.00% Employee Relations Controllable Personnel $ 738,746.00 $ 1,314,852.00 $1,314,852.00 $- 0.00% Controllable Operating 229,528.00 67,598 00 67,598.00 - 0.00% Non-Controllable Operating 263,031.00 260,531.00 260,531.00 - 0.00% EXPLANATION OF SIGNIFICANT VARIANCES Department Total Controllable Personnel Controllable Operating Non-Controllable Operating $ 1,231,305.00 S 1.642,981.00 $ 1,642,981.00 $ 0.00% $3,346,503.00 $ 3,400,455.00 $3,400,455.00 $ 646,425 00 663,524.31 663,524.31 806,291.00 857,194.05 857,194.05 $4,799,219.00 $ 4,921,173.36 $4,921,173.36 $ 0.00% 0.00% 0.00% 0.00% Department Total Controllable Personnel Controllable Operating Non-Controllable Operating COUNTY OF OAKLAND FY 2005 FIRST QUARTER FORECAST REPORT EXPENDITURES HUMAN SERVICES AMOUNT ADOPTED AMENDED FY 2005 FAVORABLE BUDGET BUDGET FORECAST (UNFAVORABLE) PERCENT EXPLANATION OF SIGNIFICANT VARIANCES Administration Controllable Personnel Controllable Operating Non-Controllable Operating $ 189,028.00 5 189,028.00 $ 189,028.00 7,473,634.00 7,591,603.25 7,616,612.25 10,835 00 10,835.00 10,835.00 0.00% - (25,009.00) -0.33% Unfavorability in Child Abuse and Neglect Council line item due to increase in number of referrals of child sexual assault allegations ($20,000) and annual dues from Michigan County Social Services Association, ($5,009). A budget amendment is recommended. 0.00% - $ 7,673,497.00 $ 7,791,466.25 $ 7,816,475.25 $ (25,009.00) -0.32% 200,000.00 Health Controllable Personnel Controllable Operating Non-Controllable Operating $ 23,497,338.00 $ 23,497,338 00 $ 23,297,338.00 $ 4,389,282.00 4,695,570.29 4,695,570 29 2,928,465.00 2,979,098.93 2,979,098 93 0.85% - Turnover 0.00% - 0.00% - 5 30,815,085 00 531,172,007.22 $30,972,007.22 $ 200,000.00 0.64% Children's Village Controllable Personnel Controllable Operating Non-Controllable Operating 2,418,723.00 2,443,155.92 2,443,155.92 (30,250.00) -0.91% - (Unfav.) due to annual maintenance on three (FamCare, Telestaff, and Kronos) systems, also, including the purchase of 25 software licenses from FamCare for staff scheduling time collection and resident tracking. A budget amendment is recommended. 0.00% - 3,204,561.00 3,325,635.16 3,355,885.16 $ 11,093,760.00 $ 11,093,760 00 $ 11,093,760.00 000% $ 16,807,044.00 $ 15,862,551.08 $ 16,892,801.08 $ (30,250.00) -0.18% $ 34,780,126.00 $ 34,780,126 00 $ 34,580,126 00 $ 200,000.00 0.58% 15,157,477 00 15,612.808.70 15,668,067.70 (55,259 00) -0.35% - 5,358,023 00 5,433,089 85 5,433,089.85 0.00% $ 55,295,626.00 $ 55,826,024.55 $ 55,681.283.55 $ 144,741.00 0.26% 03/02/2005 0.00% 0.00% 0.00% 0.00% 574,183.00 902,489.00 60,000.00 580,554.11 916,551.53 60,000.00 535,554.11 916,551.53 60,000.00 COUNTY OF OAKLAND FY 2005 FIRST QUARTER REPORT EXPENDITURES PUBLIC SERVICES Public Services - Admin. Controllable Personnel Controllable Operating Non-Controllable Operating AMOUNT ADOPTED AMENDED FY 2005 FAVORABLE BUDGET BUDGET FORECAST (UNFAVORABLE) PERCENT $ 168,608.00 $ 168,608.00 $ 168,608.00 $ 7,800.00 7,800.00 $ 7,800.00 6,72700 6,727.00 $ 6,727.00 $ 183,135.00 $ 183,135.00 $ 183,135.00 $ EXPLANATION OF SIGNIFICANT VARIANCES Veteran's Services Controllable Personnel $ 1,364,299.00 $ 1,364,299.00 $ 1,339,499 00 $ 24,800.00 1.82% Turnover. Controllable Operating 254,380.00 254,380.00 $ 204,380.00 50,000.00 19.66% - Fav. Soldier Burial $50,000 as number of qualifying deaths is tower than anticipated Non-Controllable Operating 233.983.00 234,255.49 $ 234,255.49 - 0.00% Fay. Info Tech Operations $2,000 less than anticipated. Unfav. Conversance Copier ($2,000) due to transition of equipment. $ 1,852,662.00 $ 1,852,934 49 $ 1,778,134.49 $ 74,800.00 4.04% Community Corrections Controllable Personnel Controllable Operating $ 3,058,378.00 $ 3,058,378.00 $ 3,021,078.00 $ 37.300 00 1.22% - Turnover. 600,498.00 685,485.30 885,485.30 (200.000 00) -29.18% - Contracted Seroces increases in Probation Residential Centers (PRC) expense due to State reduction in funding, which impacts the General Fund because of higher usage as an alternative to incarceration. Non-Controllable Operating Transfer Out 478,383.00 516,328.00 516,328.00 0.00% 0.00% MSU Ext. - Oakland County Controllable Personnel Controllable Operating Non-Controllable Operating $ 4,137,259.00 $ 4,260,191.30 $ 4,422,891.30 $ (162,700.00) -3.82% $ 714,908.00 $ 714,908.00 5 702.368.00 $ 12,540.00 1 75% - Turnover 104,978.00 105,010 75 105,010.75 - 000% 396,117.00 398,282.11 401,282.11 (3,000.00) 075% Unfav. Convenience Copier ($3,000) due to transition of new equipment. $ 1,216,003 00 $ 1,218,20086 $ 1,208,660 86 $ 9,54000 0.78% Medical Examiner Controllable Personnel $ 3,039,615.00 $ 3,039,615.00 $ 2,955,815.00 $ Controllable Operating Non-Controllable Operating Transfer Out 83,800.00 2.76% - Fay. Turnover $102,400 primarily due to new underfilled positions for startup of the Genesee County contract; Offset by Unfav. Overtime ($18,600) due to increase case load from Genesee County while new positions are being filled. 45,000.00 7.75% - Fav. Laboratory Fees $25,000 and Laboratory Supplies $20,000 lower than anticipated. 0.00% Animal Control Controllable Personnel Controllable Operating $ 4,576,287.00 $ 4,596,720.64 $ 4,407,920.64 $ 128,800.00 2.80% $ 1,691,742.00 $ 1,691,742.00 $ 1,670,242 00 $ 21,500 00 1.27% - Turnover. 69,385.00 72,430.92 96,430.92 (24,000.00) -33.14% Unfav. Professional Services ($10,000) for prior year veterinary services; Animal Supplies unfavorable ($8,000) as cost and usage higher than anticipated. Also, rabies shots will be needed for the protection of the employees handling the animals. Cost in the amount Of $6,000 for the shots exceeds the current budget. Therefore, a budget amendment is recommended. Non-Controllable Operating 519,357.00 534,535.18 534,535.18 - 0.00% - 03/02/2005 0.00% 0.00% - 0.00% - 43,625.19 793,942.88 COUNTY OF OAKLAND FY 2005 FIRST QUARTER REPORT EXPENDITURES PUBLIC SERVICES AMOUNT ADOPTED AMENDED FY 2005 FAVORABLE BUDGET BUDGET FORECAST (UNFAVORABLE) PERCEN EXPLANATION OF SIGNIFICANT VARIANCES $ 2,280,484.00 $ 2,298,708.10 $ 2,301,208.10 $ (2,500 00) -0.11% Circuit Court Probation Controllable Personnel - $ - $ Controllable Operating 42,539.00 43,625.19 Non-Controllable Operating 792,735.00 753 942 88 $ 835,274 00 $ 837,568.07 $ 837,568.07 $ 0.00% Department Total Controllable Personnel Controllable Operating Non-Controllable Operating Operating transfer Out 5 10,037,550 00 $ 10,037,550 00 8 1,653,763.00 1,749,286.27 3,329,791.00 3,400,622 19 60,000.00 60,000.90 9,857,610.00 $ 179,940.00 1.79% 1,878,286.27 (129,000.00) -7.37% 3,403,622.19 (3,000.00) -0.09% $ 15,081,104.00 $ 15,247,458.46 $ 15,139,518.46 5 47,940.00 0.31% 03/02/2005 Administration Controllable Personnel Controllable Operating $ 1,295,525.00 $ 1,232,011.00 $ 1,187,711 00 $ 617,454.00 621,873.00 607,673.00 COUNTY OF OAKLAND FY 2005 FIRST QUARTER REPORT EXPENDITURES COMMUNITY AND ECONOMIC DEVELOPMENT AMOUNT ADOPTED AMENDED FY 2005 FAVORABLE BUDGET BUDGET FORECAST (UNFAVORABLE) PERCENT EXPLANATION OF SIGNIFICANT VARIANCES 44,300.00 3.60% - Turnover 14,200.00 2.28% - Fay. Printing, Legal Services, Information Supplies and Workshops & Meetings for the Solid Waste Resource Management Program, reflecting level of program activity in the first quarter. Non-Controllable Operahng 180,250.00 190,640.50 182,940.50 7.700 00 404% - Fav. Print Shop for Solid Waste Resource Management Program. $ 2,093,229.00 $ 2,044,524.50 $ 1,978,324.50 $ 66,200.00 3.24% Planning and Economic Development Services Controllable Personnel $ 3,010,763.00 $ 3,010,763.00 $ 2,993,863.00 $ 16,900.00 Controllable Operating 732,290.00 1,136,981.09 1,136,981.09 0.56% - Turnover 0.00% - Non-Controllable Operating 783,985.00 786,394.35 786,39435 - 0.00% - $ 4,527,038.00 $ 4,934,138.44 $ 4,917,238.44 $ 16,900.00 0 34% Community and Home Improvement Controllable Personnel Controllable Operating Non-Controllable Operating Department Total Controllable Personnel Controllable Operating Non-Controllable Operating Transfer Out 5 4,306,288.00 $ 4,242,774.00 $ 4,181,574.00 5 1,349,744.00 1,758,854.09 1,744,654.09 964,235.00 977,034.85 969,334.85 $ 6,620,267.00 $ 6,978,662.94 $ 6,895,562.94 $ 61,200.00 1.44% 14,200.00 081% 7,700 00 0.79% 0.00% 83,100.00 119% 03/02/2005 0.00% 0.00% 03/02/2005 COUNTY OF OAKLAND FY 2005 FIRST QUARTER REPORT EXPENDITURES COMMUNITY AND ECONOMIC DEVELOPMENT/WORKFORCE DEVELOPMENT AMOUNT ADOPTED AMENDED FY 2005 FAVORABLE BUDGET BUDGET FORECAST (UNFAVORABLE) PERCENT Workforce Development Controllable Personnel $ - $ - $ - $ Controllable Operating 35,000.00 35,000.00 35,000.00 Non-Controllable Operating - - - $ 35,000 00 $ 35,000.00 $ 35,000.00 $ EXPLANATION OF SIGNIFICANT VARIANCES Department Total Controllable Personnel $ - $ - $ - $ - Controllable Operating 35,000.00 35,000.00 35,000.00 - 0.00% Non-Controllable Operating $ 35,000.00 $ 35,000.00 $ 35,000.00 $ 0.00% Funds will be used for Budget Transition. 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% COUNTY OF OAKLAND RS T QUARTER FORECAST REPORT EXPENDITURES NON-DEPARTMENTAL BUDGET BUDGET AMOUNT AS AS FY 2005 FAVORABLE FY 2005 INON-DEPARTARTMENT APPROPRIATIONS _I COUNTY OPERATIONS County Expenditures (210000) ADOPTED ADJUSTED FORECAST (UNFAVORABLE) PERCENT EXPLANATION Ambulance $ 19,800.00 $ 19,800.00 $ 19,800.00 0.00% GIS Automation $ - 1,258.78 1,258.78 0.00% Insurance Fund 201,184.00 201,184.00 201,184.00 0.00% Insurance Surely Bonds 15,000.00 15,000.00 15,000.00 000% Road Commission \Current Drain Assessment 1,202,300.00 1.202,30000 1,202,300.00 0.00% Road Commission \Tri Party Agreement 1,500,000.00 3,500,000.00 3,500,000.00 0.00% Senior Citizen Prescriptions 150,000 00 150,000.00 150,000.00 0.00% Transistion Expense - 15,000.00 15,000 00 Transfer to State Unit 9,620,616.00 9,620,616.00 9,620,616.00 0.00% Total $ 12,708,900.00 $ 14.725,158.78 $14,725,158.78 $ 0.00% COUNTY BUILDINGS (220000/320000) $ 3 950,958 00 $ 3,109,410 16 $ 3,109,410.16 0.00% STATE AND FEDERAL - COUNTY ASSOCIATIONS (230000) Area Wide Water Quality $ 55,000.00 $ 55,000.00 $ 55,000.00 Assoc of Metro Sewage Agencies 1,700.00 1,700.00 1,700.00 Michigan Assoc. of Counties 65,000.00 65,000 00 65,000.00 National Assoc. of Counties 20,800.00 20,800.00 20,800.00 S.E.M.C.C.G. 579,000.00 579,000.00 579,000.00 Traffic Improvement Association 30,000,00 30,000.00 30,000.00 Total $ 751,500.00 $ 751,500 00 $ 751,500.00 0.00% 0.00% 0.00% 0.00% .- 0.00% 0.00% 0.00% SUNDRY EXPENSE (240000/270000) $ 300,000 00 8 300 148 20 $ 300,148 20 0.00% RESERVED FOR TRANSFERS (290000) Expenditures Administrative leave (600,000.00) (600,000.00) (600,000.00) Budget Task 188,244.00 188,244.00 188,244.00 Classification and Rate Change 209,041.00 207,107.00 207,107.00 Contingency 268,997.00 262,983.00 262,983.00 Emergency Salaries 1,267,500.00 1,267,500.00 1,267,500 00 Grant Match 6,999,314.00 1,937,450.00 1,937,450.00 Info Tech Development 6,164,375.00 5,131,063.58 5,131,063,58 Legislative Expense 180,495.00 180,495.00 180,495,00 Misc. Capital Outlay 75,000.00 74,240.00 74,240.00 Overtime Appropriation 53,000.00 53,000.00 53,000.00 Workshops and Meetings 4,000,00 4,06000 4,000.00 Summer Employees Salary Appropriation 372,431.00 372,431.00 372,431.00 Total $ 15,182,397.00 $ 9,078,513.58 $ 9,078,513.58 $ 4e,p, 90.xls 03/02/2005 90.xls 03/02/2005 COUNTY OF OAKLAND FY 2005 FIRST QUARTER FORECAST REPORT EXPENDITURES NON-DEPARTMENTAL BUDGET BUDGET AMOUNT AS AS FY 2005 FAVORABLE ADOPTED ADJUSTED FORECAST (UNFAVORABLE) PERCENT EXPLANATION transfers to Other Funds (310000) Bldg Authority (Debt) $1440,000.00 $144000000 $1,440,000.00 0.00% Bldg Fund (Capital Improvement Preg.) 5,500,000.00 10,546,938.00 $10,546,938.00 0 00% CLEMIS 1,616,500.00 1,634.860.00 $1,634,860.00 0.00% Information technology 2,584,000 00 3.300,64000 $3,300,640.00 0.00% Fire Records Management 373,800.00 373,800.00 $373,800.00 Oak Enhancement-Community Partnership 55,700.00 55,700.00 55,700.00 0 00% . , Total $ 11,570,000.00 $17,351,938.00 $17,351,938.00 $ 0.00% TOTAL NON.DEPT. APPROPRIATIONS $ 44,463,755.00 $ 45,316,668.72 $ 45,316,668.72 $ 0.00% TRANSFER TO GENERAL PURPOSE FUNDS (310000) Health Fund $ 24,046,218.00 $ 24,145,551.03 $ 24,145,551.03 Juvenile Maintenance Fund 16,302,953.00 16,328,385 92 16,328,385.92 Social Welfare Fund 15,000.00 15,000.00 15,000.00 $40,364,171.00 $40,488,936.95 $40,488,936.95 $ TOTAL EXPENDITURES $ 84,827,926 00 $ 85,805.605.67 $ 85.805,605.67 $ 0.00% 0.00% 0.00% 0.00% 0.00% COUNTY OF OAKLAND FY 2005 FIRST QUARTER REPORT INTERNAL SERVICE FUNDS SHERIFFS OFFICE ADOPTED AMENDED FY 2004 VARIANCE BUDGET BUDGET ACTUAL FAVi(UNFAV) PERCENT EXPLANATION OF SIGNIFICANT VARIANCES ISHERIFF AVIATION #680 OPERATING REVENUES: Outside Revenue $0.00 $0.00 $0.00 0 00% Inside Revenue $ 1,971,048.00 $ 1,971,048.00 $ 1,971,048.00 0.00% - Total Revenue $1,971,048.00 $1,971 048.00 $1,971,048.00 0.00% OPERATING EXPENSES $1,497,548.00 $1,47,548.00 $1,497,548.00 0.00% - NET INCOME (LOSS) BEFORE OPERATING TRANSFERS $473,500.00 $473.500.00 $473,500.00 $- 0.00% NON-OPERATING REVENUE $0.00 $0.00 0.00 $- 0.00% OPERATING TRANSFERS IN $0.00 $0.00 $0.00 $- 0.00% NET REVENUES OVER(UNDER) EXPENSES $473,500.00 $473,500.00 $473,500.00 $ 0.00% Total Net Assets - Beginning $1,312,500.00 Total Net Assets - Ending $1,786,000.00 Aob 03/02/2005 -5.68% - Unfav, due to increase of $68,092.00 for indirect costs. 100.00% - Fav. due to more favorable market. COUNTY OF OAKLAND FY 2005 FIRST QUARTER REPORT INTERNAL SERVICE FUND DEPARTMENT OF CLERK/REGISTER OF DEEDS ADOPTED AMENDED FY 2005 VARIANCE BUDGET BUDGET FORECAST FAV/(UNFAV) PERCENT EXPLANATION OF SIGNIFICANT VARIANCES MICROGRAPHICS FUND (6541 REVENUES Outside $255,056.00 $255,056.00 $255,056.00 $0.00 Inside 475.562.00 475,562 00 475,562.00 0.00 Total Revenues $730,618.00 $730,618.00 $730,618.00 $0.00 OPERATING EXPENSES 1,198,330.00 1,198,330.00 1,266,422.00 (68,100.00) NET NON-OPERATING REV 5,000.00 5.00000 10.000.00 5,000.00 REVENUE OVER (UNDFR) EXPENDITURES ($462,712.00) ($462,712.00) ($525.804.00) ($63,100.00) Total Net Assets - Beginning $1,331,150.00 Total Net Assets - Ending $805,346.00 MICROGRAPHICS xis 03/02/2005 TOTAL NET ASSETS - BEGINNING TOTAL NET ASSE1S - ENDING 3,915,499.00 $3,858,551.36 COUNTY OF OAKLAND FY 2005 FIRST QUARTER FORECAST REPORT INTERNAL SERVICE FUND DRAIN COMMISSIONER ADOPTED AMENDED FY 2005 VARIANCE BUDGET BUDGET ACTUAL FAV/(UNFAV) PERCENT EXPLANATION OF SIGNIFICANT VARIANCES 'DRAIN EQUIPMENT FUND ( 639) OPERATING REVENUES: Inside Outside Total Revenue OPERATING EXPENSES NET INCOME (LOSS) BEFORE NON-OPERATING REVENUEe(EXPENSE) TRANSFER IN TRANSFERS (OUT) $2,776,892.00 $2,776,892.00 $2,779,896.28 $3,004.28 0.11% Fav - Rebilled Charges $2,693 for increase in rebills to Internal Departments. 738,230.00 736,230.00 738,230.00 $0.00 0.00% 3,515,12200 3,515,122.00 3,518,126.28 3,004.28 0.09% 3,468,613.00 3,466,613.00 3,529,103.57 (60,490 57) -1.74% - Unfav - Equip. Repair Motor Vehicle ($2,208) budget based on leasing more vehicles causing downward trend actual spending increased because of aging vehicle fleet. Unfav - Fixed Assets Expendable Equipment Expense ($48,037) zero account out at year end by capitalizing items that cost over five thousand all other items will be expensed to Expendable Equipment. Unfav - Shop Supplies ($5,293) under estimated budget forecast compared to actual spending. Unfav - Maintenance Depart. Charges ($4,004) for SCADA dispatch charges re- billed to lakes and drains at year end. 46,509 00 46,509.00 (10,977.29) (57,486.29) -123.60% 77,182.00 77,182.00 77,720.65 538.65 0.70% Fav - Accrued Interest Adjustment $539 booking adjustment for investment income. 0.00 0.00 0.00 0.00 123,691.00 123,691.00 123,691 00 0.00 0.00% NET REVENUES OVER(UNDER) $0 00 50.00 (556.947.64) ($56,947.64) EXPENSES 3/2/2005 TOTAL NET ASSETS - BEGINNING TOTAL NET ASSETS - ENDING 9,959,291.00 9,433,657.00 COUNTY OF OAKLAND FY 2005 FIRST QUARTER REPORT INTERNAL SERVICE FUND RISK MANAGEMENT ADOPTED AMENDED FY 2005 VARIANCE BUDGET BUDGET FORECAST FAV/(UNFAV) PERCENT EXPLANATION OF SIGNIFICANT VARIANCES 'LIABILITY INSURANCE FUND 677 OPERATING REVENUES: Outside Revenue $ - $ - $$ - Inside Revenue $ 3.069,664.00 $ 3,069,664.00 $ 3,069,664.00 $ 0.00% Total Revenue $ 3,069,664.00 $ 3,069,664.00 $ 3,069,664 00 $ - OPERATING EXPENSE $ 2,510,298 00 $, 2,510,298.00 $ 2,495,298.00 $ 15,000.00 0.60% - Fav, due to decrease in indirect costs. CLAIMS PAID $ 1,500,000.00 $ 1.500,000.00 $ 1,500,000.00 $ - 0.00% TOTAL OPERATING EXPENSES $ 4,010,298.00 $ 4,010,298 00 $ 3,995,298.00 $ 15,000.00 0.37% OPERATING INCOME (LOSS) $ (940.634.00) $ (940,634.00) $ (925,634.00) $ 15,000.00 NON-OPERATING REVENUE (EXPENSE) $ 400,000.00 $ 400,000.00 $ 400,000.00 $ - 0.00% NET REVENUES OVER/(UNDER) EXPENSES $ (540,634.00) $ (540,634.00) $ (525,634.00) $ 15,000.00 st4 03/0212005 TOTAL NET ASSETS - BEGINNING I OTAL NET ASSETS - ENDING 3,578,139.00 $3 527 639 00 COUNTY OF OAKLAND FY 2005 FIRST QUARTER REPORT INTERNAL SERVICE FUND MANAGEMENT AND BUDGET ADOPTED AMENDED FY 2005 VARIANCE BUDGET BUDGET FORECAST FAW(UNFAV) PERCENT EXPLANATION OF SIGNIFICANT VARIANCES 1OFFICE EQUIPMENT FUND 664 OPERATING REVENUE - INSIDE $ 642,186.00 $ 642,186.00 $ 642,186.00 $ 0.00% OPERATING EXPENSE 673,486.00 673,486.00 673,486.00 $ 0.00% OPERATING INCOME (LOSS) (31,300 00) (31,300.00) $ (31,300.00) 0.00% NON-OPERATING REVENUE (EXPENSE) 31,300.00 31,300.00 31,300.00 0.00% NET INCOME (LOSS) BEFORE OPERATING TRANSFERS 0.00 0.00 0.00 OPERATING TRANSFERS IN 0.00 0.00 49,500.00 $ 49,500.00 100.00% Transfer set up for purchase of equipment for Medical Examiner approved per M.R. #04254. A budget amendment is recommended. NET REVENUE OVERAUNDER) EXPENSES $0.00 $0.00 49,500.00 $49,500.00 3/2/2005 IFRINGE BENEFITS FUND 678 COUNTY OF OAKLAND FY 2005 FIRST QUARTER REPORT INTERNAL SERVICE FUNDS FRINGE BENEFITS FUND ADOPTED AMENDED PI' 2005 VARIANCE BUDGET BUDGET FORECAST FAW(UNFAV) PERCENT EXPLANATION OF SIGNIFICANT VARIANCES ------- ------------- ------------ ----- OPERATING REVENUE RETIREES MEDICAL VEBA 28,777,510 28,777,510 27,923,710 (853,800) -2.97% RETIREMENT ADMINISTRATION 1.351,700 1,351,700 1,310,100 (41,600) -3.08% TUITION REIMBURSEMENT 350,000 350,000 340,600 (9,400) -2.69% EMIT. DEI ERRED COMP. ADMIN. 1,500 1,500 1,500 0 0.00% Ef)/IPL. DEFERRED COMP. COUNTY 748,500 748,500 730,000 (18,500) -2.47% EMPLOYEE IN-SERVICE TRAINING 1.715,100 1,715,100 1,664,800 (50,300) -2.93% DEFINED CONTRIBUTION PLAN 15,554,300 15,554.300 15,351..000 (203,300) -1.31% GROUP LIFE 680,000 . 680,000 661,200 (18,800) -2.76% MEDICAL INSURANCE 28,705,200 28,705,200 27,998,500 (706,700) -2.46% - Using Blue Cross illustrative rates and actual premium for Health Alliance Plan SOCIAL SECURITY 15,785,000 15,785,000 15,621,600 (163,400) -1.04% DENTAI INSURANCE 3,248,200 3,248,200 3,170,000 (78,200) • 2.41% OPTICAL INSURANCE 368,000 368,000 349,600 (18,400) -5.00% DISABILITY INSURANCE 861,600 861.600 836.700 (24,900) -2.89% SHORT-TERM DISABILITY 1,455,000 1,455,000 1,455,000 0 000% • FRINGE BENEFITS 101,000 101,000 95,400 (5,600) -554% WORKERS COMPENSATION 2,790,800 2,790,800 2,790.800 0 0.00% UNEMPLOYMENT COMPENSATION 360,000 360,000 355..600 (4,400) -1 22% SICK AND ANNUAL LEAVE CASH-OUT 841,390 841,390 816..490 (24,900) -2 96% EXT - FLEX BENEFIT DEDUCTIONS 435,000 435,000 531.500 96,500 2218% EXT - FLEX BEN MEDICAL DEDUCTIONS 1,600,000 1..600,000 1,597,700 (2,300) -0.14% EXT • MEDICAL INSURANCE 200,000 200,000 200.000 0 0.00% EXT • DENTAL INSURANCE 20,000 20,000 20.000 0 000% EXT - OPTICAL INSURANCE 2,000 2,000 2,000 0 0.00% EXT - FORFEITURES 10,000 10,000 1,000 (9,000) -90.00% EXT - CHILD CARE FACILIIY 0 0 17,000 17,000 0.00% INVESTMENT INCOME 554,700 554,700 385,600 (169,100) -30.48% TO FAL REVENUE 106,516,500 106,516,500 104,227,400 (2,289,100) -2.15% OPERATING EXPENSE RETIREES MEDICAL - VEBA 28,777,510 28,777.510 28,777,510 0 000% RETIREMENT ADMINISTRATION 1,351,700 1,351,700 1.310.700 41,000 3.03% SICK AND ANNUAL LEAVE CASH-OUT 841,390 841,390 840,490 900 0.11% TUITION REIMBURSEMENT 350,000 350.000 350,000 0 0.00% EMPL. DEFERRED COMP. ADMIN. 1,000 1.000 55,800 (54,800) -5480.00% -Deterred Compensation Plan Document update and fund pet furrnance review EMPL. DEFERRED COMP. PRINTING 500 500 0 500 100.00% EMPL. DEFERRED COMP COUNTY 748,500 748.500 740,000 8,500 114% EMPLOYEE IN-SERVICE TRAINING 1,315,100 1.261,148 901,848 359,300 28.49% IN-SERVICE TRAINING - INFO TECH 400,000 400,000 350,000 50.000 12.50% DEFINED CONTRIBUTION PLAN 15,554.300 15,554,300 14,500.000 1,054,300 6.78% GROUP LIFE 680,000 680,000 663,800 16,200 2.38% MEDICAL INSURANCE 30,905,200 30,505,200 30 505 200 , „ 0 0.00% SOCIAL SECURITY 15,785,000 15,785,000 15,800,000 (15,000) -0.10% DENTAL INSURANCE 3,268,200 3,268,200 3,002,300 265,900 8.14% OPTICAL INSURANCE 370,000 370,000 291,000 79,000 21 35% DISABII ITV INSURANCE 2,316,600 2,316.600 2,441,700 (125,100) -5.40% FLEXIBLE BENEFIT PAYMENTS 310,000 310,000 225,600 84,400 27.23% PROFESSIONAL SERVICES 125,000 125,000 • 112,500 12,500 10.00% WORKERS COMPENSATION 2,790,300 2,790,800 2,790,800 0 0.00% UNEMPLOYMENT COMPENSATION 360,000 360.000 372.000 (12,000) -333% ACCOUNTING SERVICES 101,000 101,000 99,600 1,400 1.39% CHILD CARE FACILITY 264,700 254,700 259,400 5,300 2.00% INDIRECT COSTS 300,000 300,000 252,900 47,100 15.70% TOTAL EXPENSE 106,516,500 106,462,548 104,643,148 1,819,400 1.71% I RANSFER OUT 0 (53,952) (53,952) 0 •Due to Human Resources reorganization per Miscellaneous Resolution 804339 NET REVENUE OVEFO(UNDER) EXPENSE 0 0 (469,700) (469,700) TOTAL NET ASSETS - BEGINNING 16,091,298 TOTAL NET ASSETS - ENDING 15,621,598 FRINGE BENEFITS.xls 03102/2005 OAKLAND COUNTY INTERNATIONAL AIRPORT (581) OPERATING REVENUE COUNTY OF OAKLAND FY 2005 FIRST QUARTER REPORT ENTERPRISE FUNDS CENTRAL SERVICES ADOPTED AMENDED FY 2005 VARIANCE BUDGET BUDGET FORECAST FAV/(UNFAV) PERCENT EXPLANATION OF SIGNIFICANT VARIANCES $4,283,332.00 $4,283,332 00 $4,403,332.00 $120,000.00 2.80% - Favorable Reimb US Customs Service $70,000 due to rate increase and service to larger aircraft; Land Leases $50,000 increase due to rate increases. OPERATING EXPENSE $4,662,503.00 $4,662,503 00 $4,662,503.00 $0.00 0.00% - NET OPERATING INCOME (LOSS) ($379,171.00) ($379,171.00) ($259,171 00) $120,000.00 -31.65% NON-OPERATING REVENUE $ 271,795.00 $ 271,795.00 $ 221,795,00 $ (50,000.00) -18.40% - Investment Income TOTAL INCOME BEFORE CONTRIBUTIONS AND TRANSFERS ($107,376.00) ($107,376.00) $ (37,376 00) $70,000.00 TRANSFER IN 0.00 0.00 0.00 0.00 0.00% CAPITAL CONTRIBUTION 107,376.00 107.376.00 107,376.00 $0.00 TOTAL NET INCOME (LOSS) $0.00 $0.00 $70.000.00 $70,000 00 TOTAL NET ASSETS - BEGINNING $ 62,055,392.00 TOTAL NET ASSETS - ENDING $62,125,392.00 0.00% Contributed capital to be posted at year end for projects 03/02/2005 COUNTY OF OAKLAND FY 2005 FIRST QUARTER REPORT INTERNAL SERVICE FUNDS CENTRAL SERVICES ADOPTED AMENDED FY 2005 VARIANCE BUDGET BUDGET FORECAST FAV/(UNFAV) PERCENT 'MOTOR POOL FUND 661 OPERATING REVENUE' Outside Revenue 114,430 00 114,430.00 114,430.00 $0.00 0.00% EXPLANATION OF SIGNIFICANT VARIANCES Inside Revenue 4,819.295.00 4,841,145.09 4,867,971.00 26,800.00 0.55% - Fay, due to increase in number of leased vehicles. Drain Commissioner's vehicles now classified as leased vehicles instead of the Drain Commissioner Total Revenue 4,933,635.00 4,955,575.00 4,982,401 00 26,800.00 owning them OPERATING EXPENSE 6,010,394.00 6,032,334.00 6.191,504.00 (159,200 00) -2.64°A - Unfav due to increase in gas prices OPERATING INCOME (LOSS) (1.076,759.00) (1,076,759 00) (1,209,103.00) (132,300.00) -12.29% NON-OPERATING REVENUE (EXPENSE) 430,000.00 430,000.00 430.000.00 0.00 0.00% NET INCOME (LOSS) BEFORE OPERA TING TRANSFERS (646,759 00) (646,759.00) (779,103 00) (132,300.00) 20 46% OPERATING TRANSFERS IN 123,691.00 200.783.00 206,783.00 000 6.00% NET REVENUE OVER1(UNDER) EXPENSES (523,068.00) (439,976.00) (572,320.00) (132,300.00) TOTAL NET ASSETS - BEGINNING 6,802,573.00 TOTAL NET ASSETS - ENDING $6,230,253.00 MAILING, CONVENIENCE COPIER AND PRINTING FUND 667 OPERATING REVENUES: Outside Revenue $276,533.00 $276.533.00 $276,533.00 $0.00 0.00% . Inside Revenue 3,337,942.00 3,337,942.00 3,337,942.00 0.00 0.00% Total Revenue $3,614,475.00 $3,614,475.00 $3,614,475.00 $0.00 OPERATING EXPENSE 3.361,191.00 3,361,191.00 3,423,287.00 (62,100.00) -1.85% - Unfav. due to increase of indirect costs of $62,100.00 OPERATING INCOME (LOSS) NON-OPERATING REVENUE (EXPENSE) NET REVENUE OVER/(UNDER) EXPENSES TOTAL NET ASSETS - BEGINNING kel TOTAL NET ASSETS - ENDING 253,284 00 253,284.00 191,188.00 (62,100.00) 2,770.00 2,770.00 6,000.00 3,200.00 115.52% - Fav. due to increased interest on investments. $256,054.00 $256,054.00 197,188.00 ($58,900.00) 839,896.00 $1,037,084.00 03/02/2005 Inside Revenue Total Revenue OPERATING EXPENSES NET INCOME (LOSS) BEFORE OPERATING TRANSFERS ($85,000.00) ($85,000.00) 24,174,666.00 24,174,666.00 24,219,466.00 44,800.013 0.19% - Fav. Maintenance Department Charges $100,000 based on departmental requests in first quarter; partially offset by reduced Office Space Rental revenue ($56,400) as per lease agreement for office space $2444056600 524,440,566.00 $24,485,366.00 $44,800.00 0.18% charges for the C.C. Road Commission at the Information Technology Center. 824.525.566.00 524,525,566 00 524,508,566 00 $17,000.00 0.07% Fav. Salaries and Fringe Benefits due to turnover $32,500; fay. Overtime $25,090 based on first quarter activity; fay Indirect Cost Charges $247,600 due to determination of Indirect Cost Charges subsequent to budget formulation, fay. Maintenance Supplies & Materials $92.500 due primarily to reclassification of supplies costs to Grounds Supplies; fav. Depreciation $30,000 based on current depreciation schedule; and fay. Garbage Disposal $10,000 and Information Technology Operations $10,000. Favorability is targely offset by unfav. Sublet Repairs costs ($350,000) based on first quarter charges, which include replacement of two generators at County facilities: unfav. Grounds Supplies ($00,000) due to reclassification of supplies costs; and unfav. Motor Pool costs ($22,200). (823,200.00) $61,800.00 72.71% COUNTY OF OAKLAND FY 2005 FIRST QUARTER REPORr INTERNAL SERVICE FUNDS FACILITIES MANAGEMENT ADOPTED AMENDED FY 2005 VARIANCE BUDGET BUDGET FORECAST FAV/(UNFAV) PERCENT EXPLANATION OF SIGNIFICANT VARIANCES 'FACILITIES MAINTENANCE & OPERATIONS (#631) OPERATING REVLNUES: Outside Revenue $265.900.00 $26590000 $265,900.00 80.00 0.00% - NON-OPERATING REVENUE NL-1 REVENUES OVER(UNDER) EXPENSES TOTAL NET ASSETS - BEGINNING TOTAL NET ASSETS - ENDING PONTIAC MARKET (#261) OPFRATING REVLNLIES - OUTSIDE OPERATING EXPENSES NET INCOME (LOSS) BEFORE OPERATING TRANSFERS TRANSFERS IN TRANSFERS OUT $85,000.00 $85,000.00 $0.00 $0.00 $149,344.00 $149,344.00 $149,344.00 $149,344.00 $0.00 $0.00 855,00000 . 0.00% - $61,500 00 $61,800.00 $149,344.00 $0.00 000% $149,344.00 $0.00 0.00% $0.00 $0.00 0.00% 0.00% $10,179,780.23 510.241,560.23 NE I REVENUES OVER(UNDER) EXPENSES $0.00 $0.00 $0.00 $0.00 0.00% IDEAL NET ASSETS- BEGINNING $10,756.89 TOTAL NET ASSETS - ENDING $10,756.89 I AC:ILI TIES INTERNAL FORE.xls 03/02/2005 OPERATING REVENUES' Outside $1,416 066 00 81,416,086.00 $1,555,566.00 $13950000 9.85% - I ay Primarily due to increase in services provided to external customers $241,000; fax Interest on investments $50,000. Fav partially offset by unfavorable estimate of Access Oakland ($139,500) on-line usage of new products offered through gccess Oakland program & less than anticipated gain on sale of capital equip ($12,500). Inside OPERATING TRANSFERS IN TOTAL OPERATING REVENUES OPERATING EXPENSES 24,350,443.00 24,350,443 00 24.331,34300 (19 100 00) 2,625,000 00 6,225,740.00 6,225,740 00 0000 28,391,509 00 31.992,24900 32.112,64900 120.400.00 0.38% 35.427.915.00 38002.510,00 $37.564,610 00 437.900 00 -0128% - Unfav due to decrease in charges to OC Dept Development ($1,915,276) & Imaging Oper & Des ($83.232) Unfav Partially offset by favorable Non-Govt'l Development 1,979,412 0.00% 1.15% - Favorability primarily due to Contractual Svcs $341,000 for efforts to reduce communication costs by eliminating low use connections & .favorable Commodities $90,000 for reduction in printing supplies due to anticipated items printed locally. OPERATING TRANSFERS (OUT) OPERATING INCOME (I OSSI TOTAL NET ASSETS - BEGINNING TOTAL NET ASSETS - ENDING (67,036 406 00) ($6.010,261.00) ($5.451,061.00) $558.300.00 000 0120 0.00 000 000% 23,974,989.00 $18,523.028.00 $34 747.00 3,836,470.00 0 GO $35,747 CO 4.122,87000 0.00 81.000 00 285 400 00 0.00 000% Favorable interest income $9,000 due to improved returns and higher cash balance; offset by decreased 2.88% usage by external customers ($8,000) 7.47% Favorable due to increased telephone usage $285.000 including re-billed Expendable equipment, and increased pager usage $1,400 $54.347.00 $54 347 00 COUNTY OF OAKLAND FY 2005 FIRST QUARTER REPORT INTERNAL SERVICE FUNDS INFORMATION TECHNOLOGY AMENDED BUDGET ADOPTED BUDGET 'Information Technology - Operations (636) _I FY 2005 FORECAST VARIANCE FAV/(UNFAV) PERCENT EXPLANATION OF SIGNIFICANT VARIANCES Information Technology - Telephone Communications (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 $34,747 00 3,836,470 00 0.00 3,871,217.00 3,871,217.00 4,158,617.00 28/.400.00 7.42% Communications $155,000 favorable due to rate reductions from vendors; non-controllable Indirect cost 3.816,870.00 3,816,8,0.00 3,922,270.00 (105,400.00) • 2.76% unfavorable ($141.200): unfavorable Expendable equipment ($100,000) offset by rebilled revenue; unfavorable Depreciation ($19,200) due to capital equipment additions. .0.00 0.00 0.00 . 0.00 0.00% $236,347.00 3.456,344.04 $3.692.691.04 $182,000.00 ADOPTED BUDGET AMENDED BUDGET ($952,657.00) $1,423,100.00 12,135,402.39 $11.182,545.39 000 000% 8.39% -2 43% 0 00% 100,300 00 1,322,800 00 0.00 $8,061,241.00 88.061.241.00 $8,267,241 00 8206.000.00 2.56% 771.726.00 773,078 00 923,078.00 150.000 00 1940% 0.00 15 688 00 15 668 00 000 0.00% 8,832,967.00 8,850,007 00 9,206,007.00 356,000 00 21 96% 4.934,696.00 4,936.048 00 3.875.748.00 1,060 300.00 21.48% (150,000.00) (150.000.00) (150.000.00) 0.00 0.00% $3,748,271.00 83 763,959 00 85,180,259.00 81,416.300.00 32,840,064.93 $38.020.323.93 OPERATING REVENUES' Outside Inside OPERATING TRANSFERS IN TOTAL OPERATING REVENUES OPERATING FXPENSILS OPERATING TRANSFERS (OUT) OPFRATING INCOME (LOSS) TOTAL NET ASSETS - BEGINNING TOTAL NET ASSETS - ENDING Unfavorable E. 911 Surcharge revenue (5109,000) designated for new radio system, due to slowed growth in phone use Favorable External agency revenue $306,000 due to timing of implementation of new system. Favorable Leased equipment revenue $100,000 and Parts 8, accessories revenue $50,000 also due to timing of implementation of new system. Utilities ($10.000) unfavorable due to timing of completion of new radio towers, non-controllable Indirect cost ($43,200) unfavorable. Unfavorable Rent ($35,000) offset by equal Tower Charges favorability, reclassify new site leases Unfavorable Office supplies ($1,500) due to increased usage far new system, unfavorable Parts & accessories ($25.000) offset by revenue. Favorable depreciation $772,000, timing of deployment of new system. Interest on debt 8300,000 favorable due to extension of E911 surcharge. ISF Into Tech development (89,100) and Motor Pool ($6,000) both unfavorable due to expenses related to new system. COUNTY OF OAKLAND FY 2005 FIRST QUARTER REPORT INTERNAL SERVICE FUNDS INFORMATION TECHNOLOGY FY 2005 FORECAST VARIANCE FAV/(UNFAV) PERCENT EXPLANATION OF SIGNIFICANT VARIANCES iInformation Technology - CLEMIS (635) OPERATING REVENUES: Outside Inside OPERATING I RANSFERS TOTAL OPERATING REVENUES OH RATING EXPENSES OPERATING TRANSFERS IOUT) OPERATING INCOME (LOSS) TOTAL NET ASSETS - BEGINNING TOTAL NET ASSETS - ENDING $1,960.268.00 2,850,165.00 1.716.500 00 6.526,933.00 6,571,179 00 8,946,482 00 8,947,136.00 0.00 0.00 (82.419,549,00) (82.375,957.00) $5230000 8 38% Favorable due to increased Rebilled charges $100000 and favorable Interest income $30,000 due to improved returns and higher cash balance. Offset by unfavorable External NIDC usage ($63,700) and CLEMIS membership (814.000) due to delays in anticipated membership increases. 48,000.00 63.20% Favorable due to increased Shelf Contracted Services $48,000 6,671,4 /9 00 7,624,336 00 0 00 Fay Primarily due to Depreciation 81,640.000 for CLEMIS projects in progress and not fully operational. Unfavorable ($75,700) Indirect Cost rare increased subsequent to budget projection, unfavorable Rebilfable services ($100,000) offset by revenue, unfav. Software purchase ($25,000) due to upgrade of Anti-virus contract. Unfav. Expendable equipment ($1,000) and Parts & accessories ($35,000) due to increase in maintenance for aging LiveScan equipment. Unfav. ISF Into Tech Development ($80,000) due to additional assistance for MugShot and Field Base Reporting. 81.060,26800 $2,012,568.00 2,850,810,00 2,898,819.00 1,760,092.00 1,760,092.00 linformation Technology - Radio Communications (660) COUNTY OF OAKLAND FY 2005 FIRST QUARTER REPORT INTERNAL SERVICE FUNDS INFORMATION TECHNOLOGY ADOPTED AMENDED FY 2005 VARIANCE BUDGET BUDGET FORECAST FAV/(UNFAV) PERCENT EXPLANATION OF SIGNIFICANT VARIANCES iFire Records Management 531) OPERATING REVENUES: Outside $152,700.00 $152.700.00 $150,700.00 ($2,000.00) -1.31% Unfavorable Rebilled diarges ($3,000) due to timing of connectivity billing offset by favorable communication cost; favorable interest income $1.000 due to improved returns and higher cash balance. OPERATING TRANSFERS IN 373,800.00 373,800.00 373,800.00 0.00 0.00% TO IAL .OPERATING REVENUES 526,500.00 526.500.00 52450000 (2,000 00) -038% OPERATING EXPENSES 585,377.00 585,377 00 610,677.00 (25.300.00) -4.32% Communication cost favorable $3.000 offset by Rebilled charge revenue: Equipment Repairs & Maintenance $5,000 favorable due to decreased usage- non-controllable Indirect cost ($30,800) unfavorable; ISE Info Tech OPERATING TRANSFERS (OUT) 0.00 0.00 0.00 0.00 0.00% Development ($2,5001 unfavorable due to unanticipated usage OPERATING INCOME (LOSS) ($58.877.00) ($58.877.00) ($86,177.00) ($27 300.00) TOTAL NET ASSE IS - BEGINNING 496.363 61 to lAl NET ASSETS - ENDING $410.186 61 ‘1- Ruth Johnson, County Clerk Resolution #05061 Moved by Moss supported by Coulter the resolution be adopted. March 24, 2005 AYES: Douglas, Gershenson, Gregory, Hatchett, Jamian, KowaII, Long, Melton, Middleton, Molnar, Moss, Nash, Palmer, Patterson, Potter, Rogers, Scott, Suarez, Wilson, Woodward, Zack, Bullard, Coulter, Crawford. (24) NAYS: None. (0) A sufficient majority having voted therefore, the resolution was adopted. I MEIN APPROVE THE FOREGOING BOWDON 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 March 24, 2005 with the original record thereof now remaining in my office. In Testimony Whereof, I have hereunto set my hand and affixed the seal of the County of Oakland at Pontiac, Michigan this 24th day of March, 2005.