HomeMy WebLinkAboutMinutes - 2018.07.12 - 37184
July 12, 2018
Chairperson Middleton called the meeting of the Finance Committee to order at 9:32 a.m. in
Committee Room A of the Commissioners' Auditorium Wing, County Service Center in Pontiac,
Michigan.
COMMITTEE MEMBERS PRESENT
Thomas Middleton, Eileen Kowall, Helaine Zack, Christine Long, Shelley Goodman Taub,
Wade Fleming, David Woodward
COMMITTEE MEMBERS ABSENT WITH NOTICE
Hugh Crawford and Nancy Quarles
OTHERS PRESENT
CORPORATION COUNSEL Joellen Shortley, Deputy Corporation Counsel
COUNTY EXECUTIVE/COMPLIANCE Pam Weipert, Compliance Officer
PURCHASING Scott Guzzy, Purchasing Administration
FACILITIES MANAGEMENT Ed Joss, Manager, Facilities Planning/Engineering
HEALTH & HUMAN SERVICES Kathy Forzley, Director
Leigh-Anne Stafford, Health Officer
CHILDREN’S VILLAGE Jody Overall, Manager
HUMAN RESOURCES Kristy Slosson, Manager
Sara Kohn, Analyst II
Monica Buchholz, Analyst II
INFORMATION TECHNOLOGY Mike Timm, Director
Tammi Shepherd, Manager
Janet Brinker, Manager
Kristine Powers, Supervisor
MANAGEMENT AND BUDGET Laurie Van Pelt, Director
FISCAL SERVICES Lynn Sonkiss, Fiscal Services Officer
Ebru Adoglu-Jones, Supervisor II
Holly Conforti, Chief
Kim Elgrably, Financial Coordinator
Shannon Lee, Accountant III
Stacey Smith, Financial Analyst
PARKS AND RECREATION COMMISSION Dan Stencil, Executive Officer
PUBLIC SERVICES Mark Newman, Director
SHERIFF’S OFFICE Mike McCabe, Undersheriff
Gaia Piir, Fiscal Officer
TREASURER’S OFFICE Ross Gavin, Deputy Treasurer
BOARD OF COMMISSIONERS Chris Ward, Administrative Director
Michael Andrews, Senior Analyst
OAKLAND COUNTY BOARD OF COMMISSIONERS
1200 N. TELEGRAPH ROAD, PONTIAC, MI 48341-0475
Telephone (248) 858-0100 FAX (248) 858-1572
FINANCE COMMITTEE
Christine Long
Shelley Goodman Taub
Wade Fleming
Hugh D. Crawford
David Woodward
Nancy Quarles
TOM MIDDLETON
Chairperson
EILEEN KOWALL
Vice Chairperson
HELAINE ZACK
Minority Vice Chairperson
FINANCE COMMITTEE MINUTES Page 2
July 12, 2018
OTHERS PRESENT, cont’d.
BOARD OF COMMISSIONERS Connie Srogi, Analyst
Pamela Worthington, Committee Coordinator
Angelina Torres, Intern
PLEDGE OF ALLEGIANCE
Chairperson Middleton led the Pledge of Allegiance.
APPROVAL OF THE MINUTES FROM PREVIOUS MEETING
Taub moved approval of the minutes of June 7, 2018, as presented. Supported by Fleming.
Motion carried on a voice vote.
PRESENTATION OF THE AGENDA
Chairperson Middleton indicated that the following item would be added on today’s agenda as Item #14,
“Departments of Human Resources, Corporation Counsel, Purchasing and Compliance, and Information
Technology – Electronic Communications and Use of Technology Policy.” This item was directly referred
to the Finance Committee by the Human Resources Committee yesterday, June 11, 2018.
Taub moved approval of the agenda, as amended. Supported by Kowall.
Motion carried on a voice vote.
PUBLIC COMMENT
Commissioner Taub provided copies of a legal opinion to the Commissioners regarding the
Confidentiality of Oakland County Home Improvement Loan Program Records. The legal opinion
concludes that “the names and addresses of individuals who have received loans from the County’s
Home Improvement Loan Program should be made available to the County’s Board of Commissioners
as such information is subject to public disclosure under the applicable federal regulations and FOIA.”
Fleming moved to receive and file the legal opinion, RE: Confidentiality of Oakland County Home
Improvement Loan Program Records, dated July 9, 2018. Supported by Taub.
Motion carried on a voice vote.
Mr. Ward introduced Angelina Torres as the new summer intern at the Board of Commissioners.
Chairperson Middleton presented a Certificate of Achievement to Pamela Worthington from L. Brooks
Patterson in recognition of her Educational Achievement.
FY 2018/FY 2019/FY 2020 CONTINGENCY REPORT
The FY 2018 General Contingency balance of $50,294 will be decreased by $46,069 with the adoption
of Item #4 on today’s agenda, leaving a balance of $4,225. The FY 2018 Capital Outlay balance will be
decreased by $67,631 with the Approved Memo to purchase networking equipment for the Oakland
County Law Library ($11,460), the Approved Memo to purchase technology items in the Sheriff’s Office
($1,401), the Approved Memo to replace audio equipment in the Board of Commissioners ($17,000) and
FINANCE COMMITTEE MINUTES Page 3
July 12, 2018
the Approved Memo for the replacement of furniture in the Health Division ($37,770). The FY 2018
General Fund Equity balance will be decreased by $13,416,336 with the adoption of the following items
on today’s agenda: 1a and 1b for Tri-Party allocations ($37,335), 11 for the Freedom Ride event
($10,000) and 13 for the Human Capital Management System Replacement Project ($13,369,001).
Kowall moved to receive and file the Contingency Report. Supported by Woodward.
Motion carried on a voice vote.
COMMUNICATIONS
A. County Executive Compliance Office/Purchasing – Contract Exception Report for the July 12, 2018
Finance Committee Meeting
B. Oakland County Sheriff’s Office – FY 2019 Auto Theft Prevention Authority Grant (ATPA) Application
C. Health and Human Services – Children’s Village Division – 2018/2019 National School Lunch
Program Application
D. Local Road Improvement Program Subcommittee – Approval of Revised 2018 Pilot Local Road
Improvement Program Project Application – City of Oak Park
E. Highland Downtown Development Authority (HDDA) – 2017 Annual Tax Increment Financing Report
F. Independence Township Corridor Improvement Authority (CIA) – Corridor Improvement Authority
2017 Annual Report
G. Notice of Hearing: City of Novi – July 9, 2018 at 7:00 p.m. RE: Establishment of an Industrial
Development District and Issuance of an Industrial Facilities Exemption Certificate
Long moved to receive and file the Communications. Supported by Zack.
Motion carried on a voice vote.
CONSENT AGENDA
1a. MR #18245 – BOARD OF COMMISSIONERS – TRI-PARTY ROAD IMPROVEMENT PROGRAM
FISCAL YEAR 2018 APPROPRIATION – CITY OF AUBURN HILLS – RESURFACING OF THE
WALTON BOULEVARD AND SQUIRREL ROAD INTERSECTION – PROJECT NO. 53513
The resolution, which was introduced by Commissioner Michael J. Gingell, authorizes the release of
$24,000 (Oakland County’s 1/3 share) in Tri-Party Road Improvement Program funds from the Oakland
County Designated Fund Balance for a project submitted by the City of Auburn Hills that consists of the
resurfacing of the Walton Boulevard and Squirrel Road intersection. A copy of the Cost Participation
Agreement is included, and a budget amendment of $24,000 is recommended. Construction on this
project is expected to begin this summer.
1b. MR #18247 – BOARD OF COMMISSIONERS – TRI-PARTY ROAD IMPROVEMENT PROGRAM
FISCAL YEAR 2018 APPROPRIATION – CHARTER TOWNSHIP OF ROYAL OAK –
PRESERVATION OF WYOMING ROAD FROM 8 MILE ROAD TO NORTH TOWNSHIP LIMIT –
PROJECT NO. 54041
The resolution, which was introduced by Commissioner Helaine Zack, authorizes the release of $13,335
(Oakland County’s 1/3 share) in Tri-Party Road Improvement Program funds from the Oakland County
Designated Fund Balance for a project submitted by the Charter Township of Royal Oak for the
preservation overlay work on Wyoming Road from 8 Mile Road to the north township limit. A copy of the
FINANCE COMMITTEE MINUTES Page 4
July 12, 2018
Cost Participation Agreement is included, and a budget amendment of $13,335 is recommended.
Construction on this project was completed last year.
2. MR #18246 – BOARD OF COMMISSIONERS – PILOT LOCAL ROAD IMPROVEMENT PROGRAM
FISCAL YEAR 2018 APPROPRIATION – CITY OF OAK PARK – REPURPOSE INTERSECTIONS
OF SHERMAN STREET AT WEST NINE MILE ROAD AND SENECA STREET AT WEST NINE
MILE ROAD – PROJECT NO. 2018-16
The resolution was introduced by Commissioners Nancy Quarles and Helaine Zack to approve Pilot Local
Road Improvement funding in the amount of $96,863, which includes FY 2016 rollover allocation of
$27,110; FY 2017 rollover allocation of $27,110 and FY 2018 allocation of $42,643, Oakland County’s
share. Project No. 2018-16 was initially adopted on May 17, 2018, via MR #18158, but the project has
been revised to include the closing and repurposing of the intersection of West Nine Mile Road at
Sherman Street and West Nine Mile Road at Seneca Street. The funds will be used to repurpose
intersections of Sherman Street at West Nine Mile Road and Seneca Street at West Nin e Mile Road in
the City of Oak Park. A copy of the Cost Participation Agreement is included. A budget amendment is
not required as funding for the project was appropriated with MR #18158 from the General Fund Assigned
Fund Balance for the Local Road Improvement Matching Program (G/L account #383465). This
resolution rescinds MR #18158.
Zack moved approval of the attached suggested Fiscal Notes on the Consent Agenda. Supported
by Taub.
Motion carried unanimously on a roll call vote with Crawford and Quarles absent.
REGULAR AGENDA
3. SHERIFF’S OFFICE – 2018 LAW ENFORCEMENT DISTRIBUTION PROGRAM ACCEPTANCE
The Sheriff’s Office is requesting acceptance of a grant in the amount of $47,130.82 from the Michigan
Department of Treasury, Michigan Justice Training Fund for the period of January 1, 2018 through
December 31, 2019. There is no County match required. The funds will be used for criminal justice in -
service training of eligible law enforcement officer training costs. These funds will serve as the first of
two disbursements that the Sheriff’s Office will receive for 2018. Undersheriff McCabe informed the
Commissioners that he had contacted a State Representative from Macomb County to assist with
increasing funds from the State of Michigan for all policing agencies. Undersheriff McCabe indicated
the funds received amounts to about $150 per officer statewide.
Fleming moved approval of the attached suggested Fiscal Note. Supported by Kowall.
Motion carried unanimously on a roll call vote with Crawford and Quarles absent.
4. SHERIFF’S OFFICE – CONTRACT AMENDMENT #1 FOR LAW ENFORCEMENT SERVICES FOR
THE OAKLAND COUNTY PARKS AND RECREATION COMMISSION 2017-2018
The Oakland County Parks and Recreation Commission (OCPRC) contracted with the Oakland County
Sheriff’s Office to provide law enforcement services. The OCPRC has unanimously approved an
amendment to the contract by adding one full-time Deputy II, which will allow for more patrol services to
provide a higher level of service at Oakland County Parks. One fully -marked vehicle with a mobile data
computer (MDC), video camera, mobile and prep radio will be added to satisfy the requirements of
Amendment #1.
FINANCE COMMITTEE MINUTES Page 5
July 12, 2018
Taub moved approval of the attached suggested Fiscal Note. Supported by Fleming.
Motion carried unanimously on a roll call vote with Crawford and Quarles absent.
5. SHERIFF’S OFFICE – 2018 HIGH INTENSITY DRUG TRAFFICKING AREAS (HIDTA) – GRANT
ACCEPTANCE
The Michigan State Police has been awarded funding in the amount of $130,000 for the Oakland County
Narcotics Enforcement Team (NET) initiative as part of the 2018 High Intensity Drug Trafficking Areas
(HIDTA) Grant Program. The grant funding period is January 1, 2018 through December 3, 2018, and
there is no County match required. A portion of the funds ($105,000) will be used to offset overtime
reimbursement of NET Investigators and the other portion ($25,000) would be used for the purchase of
communications services. The resolution authorizes the Board of Commissioners ’ Chairperson to
execute the grant agreement with the following local units of government: Auburn Hills, Birmingham,
Farmington, Farmington Hills, Ferndale, Hazel Park, Madison Heights, Pontiac, Rochester, Rochester
Hills, Royal Oak, Troy, Bloomfield Township, Commerce Township, Waterford Township, West
Bloomfield Township and White Lake Township.
Fleming moved approval of the attached suggested Fiscal Note. Supported by Kowall.
Motion carried unanimously on a roll call vote with Crawford and Quarles absent.
6. DEPARTMENT OF HEALTH AND HUMAN SERVICES/HEALTH DIVISION – ADJUSTMENTS TO
THE HEALTH DIVISION FEE SCHEDULE AND POSITION CHANGES
The Health Division is requesting a reorganization and fee schedule revisions. Due to new demands and
emerging issues, the Health Division staff was prompted to review services to determine if there were
areas that were lacking as it relates to community services. It was determined that traditional services
were being increased, which requires additional staffing. In addition, the fee schedule was reviewed. In
2011 new fees were added, and the fee schedule has not been revised since 2008. Certain existing fees
need to be increased, and new fees are recommended to be established. For instance, the proposed
fee schedule includes a new water testing fee. Previously, the County would send the samples to the
State for water testing, and now the County can conduct water testing in-house, shortening the
turnaround time of the results. The resolution authorizes the revisions and additions to the Health Division
fee schedule, as detailed on the attached Schedules A and B, effective upon approval. The resolution
also approves the deletion of one part-time, 1,000-hours per year position and the creation of six (6) new
positions. The cost of the positions would be offset by the deletion of the part-time position and the
revisions to the fee schedule. The fees reflect only about 30% of the actual cost for services that the
County provides.
Fleming moved approval of the attached suggested Fiscal Note. Supported by Zack.
Motion carried on a roll call vote with Kowall and Woodward voting no and Crawford and Quarles
absent.
FINANCE COMMITTEE MINUTES Page 6
July 12, 2018
7. DEPARTMENT OF HEALTH AND HUMAN SERVICES/CHILDREN’S VILLAGE DIVISION –
INTERLOCAL AGREEMENT WITH OAKLAND SCHOOLS FOR THE PROVISION OF
EDUCATIONAL PLANNING SERVICES
Oakland Schools has agreed to partner with the Oakland County Children’s Village (OCCV) by entering
into an interlocal agreement to provide educational transition services for youth returning back to their
community school from a Children’s Village treatment program. The Department of Health and Human
Services/Children’s Division is seeking approval of the agreement for the period of July 1, 2018 through
June 30, 2019. Pursuant to the agreement Oakland Schools would be reimbursed by OCCV in an annual
not-to exceed amount of $87,332 for services provided. The funds will cover the cost of one full-time
Educational Planner and one part-time Team Leader. Children’s Village provides transition services;
however, this additional initiative would provide more intensive services for youth to transition back to
community schools.
Taub moved approval of the attached suggested Fiscal Note. Supported by Fleming.
Motion carried unanimously on a roll call vote with Crawford and Quarles absent.
8. DEPARTMENT OF HEALTH AND HUMAN SERVICES/CHILDREN’S VILLAGE – WATERFORD
SCHOOL DISTRICT INTERLOCAL AGREEMENT, JULY 1, 2018 – JUNE 30, 2023
The Children’s Village is located within the legal boundaries of the Waterford School District, and
Michigan Law requires that the Waterford School District provide educational services to the youth who
reside at Children’s Village. The Department of Health and Human Services/Children’s Village is seeking
approval of an interlocal agreement between Oakland County and the Waterford School District for the
period of July 1, 2018 – June 30, 2023. The five-year agreement includes a provision for annual budget
amendments to be submitted no later than February 28 th of each year. This agreement will allow
Waterford School District to continue providing educational services to all children placed at Children’s
Village. The net cost to the County for the 2018-2019 school year is $244,470, and for the 2019-2020
school year the net County cost would be $250,390. County expenses are eligible for 50%
reimbursement from the State Child Care Fund.
Long moved approval of the attached suggested Fiscal Note. Supported by Taub.
Motion carried unanimously on a roll call vote with Crawford and Quarles absent.
9. FACILITIES MANAGEMENT/FACILITIES PLANNING & ENGINEERING – CHILDREN’S VILLAGE
– A BUILDING AND B COTTAGE WINDOW REPLACEMENT PROJECT
As part of the annual Capital Improvement Program (CIP), there is a line item for window replacement.
This year Facilities Management has identified that the windows in Children’s Village A Building and B
Cottage are in the greatest need for replacement. The windows in the Children’s Village A Building and
B Cottage are original from 1964, and are not energy efficient. The total project cost is estimated at
$275,000, which includes $228,000 for Rochester Hills Glazing to provide and install the windows,
$16,000 for Air Monitoring SME (a competitively-bid annual contractor), $8,548 for Sheer Shop (a
competitively-bid annual contractor) to provide blinds, $14,107 for JFR Architects, PC for design services
and $8,345 for contingency.
Taub moved approval of the attached suggested Resolution. Supported by Zack.
Motion carried unanimously on a roll call vote with Crawford and Quarles absent.
FINANCE COMMITTEE MINUTES Page 7
July 12, 2018
10. FACILITIES MANAGEMENT/FACILITIES PLANNING & ENGINEERING – 2018 PARKING LOT
REPAVING PROJECTS
The Department of Facilities Management/Facilities Planning & Engineering has conducted the annual
parking lot inspection and determined that the Materials Management’s, Med ical Examiner’s and
northwest Courthouse’s parking lots have the greatest need for repaving in FY 2018. Bids were solicited,
received and reviewed by the Facilities Planning & Engineering Division and the Purchasing Division.
The bid summary reflects that the lowest responsible bidder was Asphalt Specialists, Inc. of Pontiac,
Michigan. The total project costs are $1,140,113, which includes $943,332 for Asphalt Specialists, Inc.,
$14,000 for Facilities Maintenance and Operations landscaping, $39,181 for professional engineering
services and $143,600 for contingency.
Taub moved approval of the attached suggested Resolution. Supported by Kowall.
Motion carried unanimously on a roll call vote with Crawford and Quarles absent.
11. MR #18248 – BOARD OF COMMISSIONERS – FUNDING SUPPORT FOR THE DR. MARTIN
LUTHER KING JR. TASK FORCE, INC. – FREEDOM RIDE 2018
The resolution authorizes the expenditure of $10,000 for the Dr. Martin Luther King, Jr. Task Force, Inc.
Freedom Ride 2018 event for young people from diverse backgrounds to learn about the civil rights
movement. This is Oakland County’s second year of participation in the Freedom Ride program, which
is offered to students representing all areas of Oakland County. Oakland County middle and high school
students will visit historical civil rights sites located in Tennessee, Georgia, North Carolina and
Washington, D.C. from August 3, 2018 to August 10, 2018. Oakland County’s contribution of $10,000
would provide for eight (8) additional students from Oakland County to attend the 2018 Freedom Ride
event.
Woodward moved approval of the attached suggested Fiscal Note. Supported by Taub.
Motion carried unanimously on a roll call vote with Crawford and Quarles absent.
12. BOARD OF COMMISSIONERS – PAYMENT OF 2019 COUNTY DUES FOR MICHIGAN
Pursuant to Miscellaneous Resolution #04298, the annual payment of dues for the Michigan Association
of Counties (MAC) membership is to be evaluated by the Oakland County Board of Commissioners’
Finance Committee prior to funds being released. This year’s membership dues for MAC is $72,811.73.
Taub moved to report to recommend approval of the release of $72,811.73 for MAC dues.
Supported by Fleming.
Motion carried unanimously on a roll call vote with Crawford and Quarles absent.
13. DEPARTMENT OF MANAGEMENT AND BUDGET/HUMAN RESOURCES
DEPARTMENT/COUNTY EXECUTIVE – COMPLIANCE OFFICE – FINANCIAL AND HUMAN
CAPITAL MANAGEMENT SYSTEM REPLACEMENT PROJECT
PeopleSoft, the application that Oakland County currently uses for its financial system and human capital
management system needs, were installed in two phases: the human resources component in 1998 and
the financials in 2006. During the Great Recession budget cuts were necessary, and the County decided
to “freeze” support in 2009 from PeopleSoft and obtain system support from a third -party vendor, which
FINANCE COMMITTEE MINUTES Page 8
July 12, 2018
resulted in a savings of approximately $500,000 per year in annual support and maintenance costs. The
technical infrastructure to run the PeopleSoft applications has aged significantly, and there is a need to
upgrade or replace the systems. Initially, the County had approached PeopleSoft (now Oracle) to
determine what it would cost to have them provide an updated system, but they were requiring for the
County to pay all previous years of annual support ($500,000 per year since 2009) in addition to new
implementation costs. A Request for Proposal (RFP) was issued in late 2016, and 18 proposals were
received. The RFP evaluation team narrowed the selection to 4, and then participated in multiple system
demonstrations and reference checks over the past year to reach a consensus decision. Workday is
being recommended as the provider for the new financial and human capital management system with
Sierra Cedar as the implementer. The implementation costs are estimated at $9,799,792, and recurring
costs for FY 2018 – FY 2023 are estimated at $11,326,520 as detailed in Exhibit 1. The resolution
authorizes the appropriation and transfer of $10,000,000 from the General Fund Financial-HR System
Update Assigned Fund Balance and $3,369,001 from the General Fund Technology
Replacement/Hardware Assigned Fund Balance for the Financial and Human Capital Management
System Replacement Project. A new classification titled Enterprise Resource Planning (ERP)
Administrator, Salary Grade 18, overtime exempt position would be created, and one GF/GP ERP
Administrator position would be created in the Department of Management and Budget, and one GF/GP
ERP Administrator position would be created in the Human Resources Department, Workforce
Management Division. It is estimated that the timeline for implementation of Workday is about 18 -24
months. A budget amendment is requested per Schedule A.
Fleming moved approval of the attached suggested Resolution. Supported by Zack.
Motion carried unanimously on a roll call vote with Crawford and Quarles absent.
14. DEPARTMENTS OF HUMAN RESOURCES, CORPORATION COUNSEL, PURCHASING AND
COMPLIANCE, AND INFORMATION TECHNOLOGY – ELECTRONIC COMMUNICATIONS AND
USE TECHNOLOGY POLICY
The Computer Hardware/Software Usage and License Policy was adopted in 1997, via MR #97156; the
Remote Access and Agreement Policy was adopted in 2006 via MR #06021; and the Electronic
Communications Policy was updated in 2014, via MR #14250. Technology has changed significantly
since those polices were adopted. The Departments of Human Resources, Corporation Counsel,
Purchasing/Compliance and Information Technology have worked together to develop one policy that
updates the Computer Hardware/Software Usage and License Policy, the Remote Access and
Agreement Policy and the Electronic Communications Policy and more effectively addresses the security
and legal requirements of using technology to best serve the citizens of Oakland County. The policy
provides guidelines for County employees as well as outside contractors who utilize the County network.
The Human Resources Department is working with the Department of Information Technology to develop
computer-based training to educate employees on the new policy. Mr. Timm indicated that there are
plans to enhance the County Campus Wi-Fi and remote access. Commissioner Woodward asked for
clarification regarding Section VIII, Prohibited Uses, Section (2) and (3) as it pertains to solicitation of
funds or sales and political messages. Ms. Shortley and Commissioner Woodward agreed to work
together to come up with proposed amendments to clarify those sections prior to the full Board meeting.
Kowall moved approval of the attached suggested Fiscal Note. Supported by Zack.
Motion carried unanimously on a roll call vote with Taub, Crawford and Quarles absent.
FINANCE COMMITTEE MINUTES Page 9
July 12, 2018
OTHER BUSINESS/ADJOURNMENT
There being no other business to come before the Committee, the meeting was adjourned at 11:39 a.m.
______________________________________ _____________________________
Pamela Worthington, Committee Coordinator Chris Ward, Administrative Director
NOTE: The foregoing minutes are subject to Committee approval.