HomeMy WebLinkAboutMinutes - 2004.06.10 - 35912CHUCK MOSS
Chairperson
BILL BULLARD
Vice Chairperson
GEORGE SUAREZ
Minority Vice Chairperson
June 10, 2004
Chairperson Moss called the meeting of the Finance Committee to order
at 9:00 a.m., in the Board of Commissioners' Committee Room A, Commissioners' Wing, County
Service Center, Pontiac, Michigan.
COMMITTEE MEMBERS PRESENT :
Chuck Moss, Bill Bullard, George Suarez, Charles Palmer, Hugh Crawford, Greg Jamian,
Martin Knollenberg, Christine Long, Vincent Gregory, Helaine Zack
COMMITTEE MEMBERS ABSENT WITH NOTICE:
Peter Webster
OTHERS PRESENT :
AVIATION Karl Randall, Manager
CIRCUIT COURT Kevin Oeffner, Administrator
Libby Smith, General Jurisdiction Administrator
COMMUNITY & HOME IMPROVEMENT Karry Rieth, Manager
Carla Spradlin, Planner
CORPORATION COUNSEL William Pierson, Assistant Counsel
EXECUTIVE OFFICE Doug Williams, Deputy Executive
Bob Daddow, Assistant Deputy Executive
FACILITIES MAINTENANCE Dick Johnston, Manager
FISCAL SERVICES Tim Soave, Manager
Nancy Fournier, Chief
LaVerne Smith, Supervisor
Joe Matkosky, Analyst
Prentiss Malone, Analyst
Jennifer Amalfitano, Analyst
HUMAN RESOURCES Ed Poisson, Director
Mary Holden, Deputy Director
Jennifer Mason, Supervisor
Brenthy Johnston, Analyst
Judy Fandale, Supervisor
Kathy Gaberty, Retirement Specialist
INFORMATION TECHNOLOGY Phil Bertolini, Director
Colleen Prosyniuk, User Support, CLEMIS
MANAGEMENT & BUDGET Laurie VanPelt, Director
Art Holdsworth, Deputy Director
PURCHASING Joe Hylla, Manager
Jack Smith, Chief
SHERIFF Michael McCabe, Undersheriff
Dale Cunn ingham, Business Manager
Ann Russell, Jail Administrator
OAKLAND COUNTY BOARD OF COMMISSIONERS
1200 N. TELEGRAPH ROAD, PONTIAC, MI 48341-0470
Telephone (248) 858 -0100 FAX (248) 858-1572
FINANCE COMMITTEE
Charles Palmer
Hugh D. Crawford
Peter Webster
Greg Jamian
Martin J. Knollenberg
Christine Long
Vincent Gregory
Helaine Zack
FINANCE COMMITTEE Page 2
June 10, 2004
TREASURER Pat Dohany, Treasurer
COMMUNITY MENTAL HEALTH William Allen, Chief Executive Officer
Michael Garrett, Chief Financial Officer
AXE & ECKLUND Peter Ecklund, Bond Counsel
E-VERGE Kerem Urus, E -Financial System Project Manager
GABRIEL, ROEDER, SMITH & CO. Jim Koss, Actuary
PLANTE & MORAN, LLP Joe Heffernan
BOARD OF COMMISSIONERS Eric Wilson, District #3
Sheryl Mitchell, Analyst
Helen Hanger, Sr. Committee Coordinator
APPROVAL OF THE PREVIOUS MINUTES
Crawford moved approval of the minutes of May 27, 2004, as printed. Supported by
Suarez.
Motion carried on a voice vote.
PUBLIC COMMENT
None.
5. CONTINGENCY REPORT
On today's agenda, Item #8 will reduce the Contingency Fund balance of $268,879 by $244,127 to
$24,752. Item #9 is anticipated to increase the fund balance by $17,250, to $42,002. The current
outstanding balance on the Royal Oak Township Law Enforcement Contract is $57,375.91 and is
due June 30, 2004.
Mr. Palmer asked how the local communities could access the newly authorized appropriation for
the West Nile Virus Program.
Mr. Soave responded that the funds were now available to the communities and they have been
receiving requests a nd processing them as they are received.
Board staff was asked to prepare letters from the commissioners to each community notifying them
that the program has been continued.
Gregory moved to receive and file the revised Contingency Report dated June 4 , 2004.
Supported by Long.
Motion carried on a voice vote.
REGULAR AGENDA
6. BOARD OF COMMISSIONERS - AWARD OF CONTRACT FOR 2004 OAKLAND
COUNTY PROFESSIONAL AUDITING SERVICES
The resolution would authorize a contract with Plante & Moran, LLP to condu ct the annual
independent audit of the County's financial statements for the fiscal year ending September 30,
2004 through the fiscal year ending September 30, 2008, with an option to include Fiscal Year 2009
and Fiscal Year 2010. Four responses were rec eived as a result of the Request for Proposal
process. The Administrative Audit Evaluation Committee completed its review and presented its
findings to the Audit Subcommittee on May 27, 2004. Particulars of the Evaluation Committee's
FINANCE COMMITTEE Page 3
June 10, 2004
review and recommend ation were outlined in a memo to the Audit Subcommittee dated May 24,
2004. The Audit Subcommittee concurred with these findings and has submitted its
recommendation to the Finance Committee in support of a contract with Plante & Moran.
Mr. Soave and Ms. Van Pelt reviewed the findings of the Evaluation Committee and explained that
considerations in recommending an auditor included price, approach and qualifications of the firm. It
is standard practice to contract with an auditor for a five -year period to allow for the learning curve
and then move forward. The Government Finance Officers Association recommends that you
periodically go out for bid to maintain an independent review. The County was told that if it
continues its relationship with the same firm, that firm would have to change partners after seven
years. In light of the Enron scandal, industry has become less comfortable in having a long -term
relationship with an auditor. Wall Street has indicated that this change in auditors should not impact
the County's bonds. Plante and Moran has contracts with many large cities and county
governments in both Michigan and Ohio.
Mr. Hylla stated that if a contract runs beyond a three -year period, the Board of Commissioners
must approve it. Past audit con tracts have been for a five -year period.
Crawford moved approval of the attached suggested Resolution. Supported by Palmer.
Palmer moved to amend the resolution to require attachment of the May 24, 2004,
Administrative Audit Evaluation Committee memo . Supported by Zack.
Motion to amend the resolution carried unanimously on a roll call vote with Webster absent.
Main motion, as amended, carried on a roll call vote with Jamian voting no and Webster
absent.
6. MR #04146 - ENVIRONMENTAL INFRASTRUCTUR E FUND REIMBURSEMENT FOR
PROJECT IN THE CHARTER TOWNSHIP OF ROYAL OAK - FY 1999 - 2003 ALLOCATION
Royal Oak Township is requesting reimbursement of its Environmental Infrastructure Fund
allocations for Fiscal Year 1999 - 2003 of $15,120.58 each, totaling $75,602.90, to be applied to
debt service payments incurred in connection with the financing of the environmental remediation
and improvements to the Southeastern Oakland County Sewage Disposal System Retention
Treatment Facility (George W. Kuhn Drain proj ect).
Zack moved approval of the attached suggested Fiscal Note. Supported by Suarez.
Motion carried unanimously on a roll call vote with Webster absent.
8. MR #04144 - SHERIFF'S OFFICE - ADDITIONAL POSITIONS FOR SPECIAL
OBSERVATION UNIT (K-POD)
The Sheriff is requesting that six Deputy II positions and nine Deputy I positions be created in the
Sheriff's Office, Corrective Services -Detention Facilites Division/Unit, to staff and secure operations
in the newly-completed special observation unit known a s K-Pod. Construction of K -Pod was
authorized pursuant to MR #01216 as part of the Capital Improvement Program.
Suarez moved to report to amend the resolution, NOW THEREFORE BE IT RESOLVED
paragraph, as follows.
NOW THEREFORE BE IT RESOLVED that the Board of Commissioners authorizes
FINANCE COMMITTEE Page 4
June 10, 2004
the creation of six (6) Deputy II positions and nine (9) Deputy I positions be created in the
Sheriff's Office Corrective Services -Detention Facilities Division/Unit.
Supported by Palmer.
Motion to report to amend carried unanimously on a roll call vote with Webster absent.
Suarez moved approval of the attached suggested Fiscal Note. Supported by Palmer.
Motion carried unanimously on a roll call vote with Webster absent.
9. MR #04143 - SHERIFF'S OFFICE - INCREASE IN FEES FOR THE RECORDS UNIT
The Sheriff is requesting authorization to increase fees charged in the Records Unit as outlined on
the resolution attachment, effective July 1. The current fees were established under MR #89308.
This action will bring these fees in line with those being charged by surrounding counties and police
agencies. The increase in fees will offset a Deputy I position to be added to the Records Unit to
assist in the new fingerprinting process for violators of court -ordered Personal Protection Orders
and to provide security to the Unit due to a change in location. Additional revenue of $17,250 is
anticipated for FY 2004 and $69,000 for FY 2005 and FY 2006. Costs for the new position are
included in the FY 2005 and FY 2006 County Execut ive Recommended Budget.
Suarez moved approval of the attached suggested Fiscal Note. Supported by Zack.
Motion carried on a roll call vote with Long voting no and Webster absent.
10. MR #04142 - CIRCUIT COURT - JUDGEMENT OF SENTENCE PROGRAM
MODIFICATION
Circuit Court is requesting authorization for an Information Technology project to modify Judgement
of Sentence forms as directed by the State Court Administrator's Office. This project will expend
200 remaining hours from a previously authorized In formation Technology project to make program
changes due to the addition of judges and reassignment of dockets. Total cost is $20,650.
Gregory moved approval of the attached suggested Fiscal Note. Supported by Crawford.
Motion carried unanimously on a roll call vote with Webster absent.
11. DEPARTMENT OF FACILITIES MANAGEMENT - EMERALD ASH BORER TREE
PLANTING GRANT ACCEPTANCE
Facilities Management has been awarded a $29,120 Emerald Ash Borer Tree Planting Grant from
the Michigan Department of Natural Resources - Urban and Community Forestry Program for the
period April 1, 2004, through May 31, 2005. The award reflects $17,870 in County match funds.
Funds will be used to purchase 90 replacement trees.
Crawford moved approval of the attached suggeste d Fiscal Note. Supported by
Knollenberg.
Motion carried unanimously on a roll call vote with Webster absent.
12. DEPARTMENT OF COMMUNITY AND ECONOMIC DEVELOPMENT - COMMUNITY AND
HOME IMPROVEMENT DIVISION - 2004 ANNUAL ACTION PLAN AND CONSOLIDATED
GRANT ACCEPTANCE FOR CDBG, HOME AND ESG PROGRAMS AND 2003 -2004 ANNUAL
FINANCE COMMITTEE Page 5
June 10, 2004
ACTION PLAN AMENDMENT
Community and Home Improvement is requesting authorization to accept the following grant funds:
$4,599,000 for the Community Development Block program, $1,458,045 for th e HOME Investment
Partnership Grant and $143,282 for the Emergency Shelter Grant. The award also includes
$1,600,000 in estimated Home Improvement Revolving Loan Funds, $106,119 in Community
Program Income and $500,000 in estimated HOME Revolving Loan Fun ds. A County match of
25% or $328,061 is required for the HOME grant and is available in the Non -Department Grant
Match line item. Indirect costs are not paid due to administrative and planning limits. The funding
period is May 1, 2004, through April 30 , 2005. The 2003 Annual Action Plan and Consolidated
Grant Acceptance will also be amended to reflect actual funding generated by the Home
Improvement Revolving Loan Fund, the Home Investment Partnership Act Revolving Loan Fund
and CDBG Community Program income for the program year May 1, 2003, through April 30, 2004.
Palmer moved approval of the attached suggested Fiscal Note. Supported by Suarez.
Motion carried unanimously on a roll call vote with Webster absent.
13. RESOLUTION AUTHORIZING THE OAKLAN D COUNTY BUILDING AUTHORITY TO
FINANCE A PROJECT TO CONSTRUCT HANGARS FOR THE OAKLAND COUNTY AIRPORTS
LOCATED IN OAKLAND COUNTY, MICHIGAN
The Building Authority is requesting authorization to issue bonds in the aggregate principal amount
of not to exceed $6,660,000 for the purpose of remodeling, constructing, furnishing and equipping
T-hangars at the Oakland County International Airport and the Oakland/Troy Airport. These bonds
shall bear interest at a rate resulting in a net interest cost not to exceed 8 % per annum. Funding for
the principal and interest payments will be provided by the Oakland County International Airport
Fund.
Crawford moved approval of the attached suggested Resolution. Supported by Gregory.
Palmer moved to amend the resolution to attach the schematic of the T-Hangars. Supported
by Gregory.
Motion to amend carried unanimously on a roll call vote with Webster absent.
Motion carried unanimously on a roll call vote with Webster absent.
14. MR #04135 - HUMAN RESOURCES DEPARTMENT - SALARY ADMINISTRATION PLAN
SECOND QUARTERLY REPORT FOR FY 2004
Human Resources has performed a review of 9 classifications/29 positions under the Salary
Administration Plan (SAP) and is recommending that 4 classes/13 positions be upwardly
reclassified, 4 class/15 position remain the same and one be downwardly reclassified. Annual costs
for salary grade changes to General Fund/General Purpose positions for FY 2004 is $6,998 and for
FY 2005 $25,995 and have been budgeted for in the Classification and Rate C hange account.
Salary changes for three Automobile Mechanic positions will be funded by the Motor Pool Fund and
one Central Employee Records position will be funded by the Water and Sewer Fund.
Crawford moved approval of the attached suggested report to c orrect the position number
from 12701-02480 to 12701-02400. Supported by Suarez.
Motion to report carried unanimously on a roll call vote with Webster absent.
FINANCE COMMITTEE Page 6
June 10, 2004
Crawford moved approval of the attached suggested Fiscal Note. Supported by Palmer.
Motion carried unanimously on a roll call vote with Webster absent.
15. MR #04138 - DEPARTMENT OF INFORMATION TECHNOLOGY - OUT OF COUNTY FEE
STRUCTURE FOR THE OAKLAND COUNTY FIRE RECORDS MANAGEMENT SYSTEM
Information Technology is requesting authorization to im plement a fee structure for out of county fire
departments to participate in the Fire Records Management System. These agencies will pay the
current FRMS annual department fee plus 20%; $1,200 for each additional out county fire station
and will assume responsibility for all hardware, software, maintenance and connectivity costs. This
anticipated revenue is included in the FY 2005 and FY 2006 County Executive Recommended
Budget.
Palmer moved to report to amend the resolution as follows.
NOW THEREFORE BE IT RESOLVED that the Oakland County Board of Commissioners
approves the attached Oakland County Fire Records Management Out of County Fee Structure
and authorizes the Chairperson of the Board to sign the Agreements with any municipalities
that choose to join the Fire Records Management System in the future.
BE IT FURTHER RESOLVED that each contract between Oakland County and each
individual out of county fire department be approved by the Board of Commissioners prior
to implementation of the agreeme nt.
Supported by Crawford.
Motion carried unanimously on a roll call vote with Webster absent.
Palmer moved approval of the attached suggested Fiscal Note. Supported by Suarez.
Motion carried unanimously on a roll call vote with Webster absent.
16. COMMUNITY MENTAL HEALTH AUTHORITY - ANNUAL REPORT
Mr. Garrett distributed a status report on MORC. Mr. Allen reviewed the information. All five
Community Mental Health Authority agencies have had balanced budgets since 2002 except
MORC. MORC balanced its budget as of September 30, 2003, one year ahead of schedule. The
CMHA Board approved a Service Enhancement Plan totaling $8 million for FY 04 for MORC on
April 1, 2004. The Authority has also implemented a $.42 per hour wage increase for direct care
workers, the majority of which work through MORC.
Jamian moved to receive and file information on the Community Mental Health Authority
and MORC. Supported by Crawford
Motion carried on a voice vote.
17. AN UPDATE ON E-FINANCIAL SYSTEM IMPLEMENTATION PR OJECT
Mr. Holdsworth noted that the first three pages of the handout were information received by the
committee last fall. Phase I is under way. Phase II costs are $6.1 million to implement the
PeopleSoft Financial System and Supply Chain Management. Ph ase III includes PeopleSoft
Portals and Analytics at an estimated cost of $3.9 million. At this time the project is ahead in terms
of scope and is below budget. A request for Phase II appropriation will be brought to committee in
September.
FINANCE COMMITTEE Page 7
June 10, 2004
Jamian moved to receive and file the E -Financial System Implementation Project Status
Update Presentation. Supported by Long.
Motion carried on a voice vote.
18. RETIREMENT BOARD - IMPACT ON ACTUARIAL CALCULATION FOR RETIREES'
HEALTH CARE TRUST AS A RESULT OF CHA NGES FROM GASB
Mr. Williams explained that new Governmental Accounting Standards will require the County to
include retiree health care on the balance sheets in 2006. About 19 years ago the County
established a VEBA (Variable Employee Benefit Association ) trust to cover retiree health care costs
and a $19 million unanticipated gain resulting from the settlement of a lawsuit was placed into this
fund. Oakland County is one of the few governmental units that have actually put funding toward
liability. The methodology used to determine the County's liability for retirement health care needs
to be changed and the Administration will be back in July with a proposal.
Ms. Holden advised the committee that the Oakland County Sheriff's Deputies Association has filed
an unfair labor practice for all employees on the health care co -pay issue with the Michigan
Employment Security Commission (MERC). The Administration is asking for Summary Disposition
because they do not believe this belongs before MERC.
COMMUNICATIONS
A. Department of Management and Budget/Purchasing Division - Contract Exception Report for
the Month of May (dated June 2, 2004)
B. Treasurer's Office - Charter of Royal Oak Township - Default for Installments and Interest on
Bond for George W. Kuh n Drain
C. County Executive/Arts, Culture & Film - Michigan Council for Arts and Cultural Affairs Fiscal
Year 2004 Regranting Program Grant Application
Long moved to receive and file communications A -C. Supported by Jamian.
Motion carried on a voice vote.
D. Department of Information Technology - Radio Project - Financial Status / Issues (dated May
26, 2004)
Mr. Daddow updated the committee on the previously reported $2.8 million shortfall that was
projected for December 31, 2006, at the tail en d of the project when the surcharge will expire. At
this time there is now a surplus of almost $3 million due to a number of activities beneficial to the
project. Post-1998 agencies that came in after the project began are now included in the cost
model to provide more accurate projections.
Mr. Daddow also provided a brief status report regarding the Cobo II project. This information was
provided to each commissioner and is also available on the County's web page. The project has
been in discussion since last year by the Tourism Action Group. Oakland County was not a
participant until this past February. To date nothing has been agreed to regarding authority,
governance, operations or funding. The proposal would provide 1 million contiguous square feet of
exhibit space. To fill this need, the existing facility could be expanded or a new facility could be built.
FINANCE COMMITTEE Page 8
June 10, 2004
If nothing is done, there is still a maintenance issue that needs to be addressed. Private
entrepreneurial activities regarding the development of a casino, convention center and hotel on the
riverfront may impact this project. Oakland County supports the private sector approach that would
eliminate the need for any liability on behalf of the taxpayers.
Long moved to receive and file Communic ation D. Supported by Zack.
Motion carried on a voice vote.
OTHER BUSINESS/ADJOURNMENT
There being no other business to come before the committee, the meeting was adjourned at 10:35 a.m.
________________________ _______________________________
Helen Hanger Nancy Wenzel
Senior Committee Coordinator Committee Coordinator
NOTE: The foregoing minutes are subject to Committee approval.