HomeMy WebLinkAboutResolutions - 2022.09.29 - 37647
WOakIAND=
COUNTY MICHIGAN
BOARD OF COMMISSIONERS
AMENDMENT
IN RE:Senior Public Communications Initiative Amendment
BE IT FURTHER RESOLVED the FY2023-2025 Finance Committee Recommended Budget,
presented on September 29,2022 be amended by appropriating $500,000 from Non Department
Transfers Contingencyline item (Account 730359)to adjust the FY 2023-2025 Department of PublicCommunicationsSpecialProjectslineitembudget(Account 731822)for senior initiatives.
VOTE TRACKING-Board of Commissioners +
Motioned by:Commissioner Gary McGillivray
Seconded by:Commissioner Kristen Nelson
Yes:David Woodward,Michael Gingell,Michael Spisz,KarenJoliat,Kristen Nelson,Eileen Kowall,Christine Long,Philip Weipert,Gwen Markham,Angela Powell.Thomas Kuhn,Chuck Moss,Marcia
Gershenson,William Miller III,Yolanda Smith Charles,Charles Cavell.Penny Luebs,Janet Jackson,GaryMcGillivray,Robert Hoffinan (20)
No:None (0).
Abstain:None (0}
Absent:(0)
Passed
OaklandCounty,MichiganDepartmentofPublicCommunication-SeniorInitiatives Schedule“A*DETAIL REFundName Fund# Account#/]Program#ProjectID#ReglonDivisionName(FND)|CostCenter(CCN)#](RC/SC)(PRG)GrantID(GRN)#(PROJ)(REG) BudgetFundLedgerAffiliateAccount(BFA)_|SummaryAccountTitle FY2023AmendmentFY2024AmendmentFY2025Amendment EGeneralFundEGeneralFundNonDeptTransfers101009090101730359196030CommunityEngagement101001210106731822181003ContingencySpecialProjectsTotalExpenditures$(600,000,00)500,000.00$4(500,000.00)500,000.00.$$(500,00000)500,000.00 $ $
OAKLAND COUNTY MICHIGAN
Class Title:CHIEF OLDER ADULT SERVICES
Department:Department of Public Communications
Reports To:Deputy County Executive
FLSA Status:Exempt
Salary Plan:UNI/125
GENERAL SUMMARY
Leads efforts to ensure county services are accessible to older adults in Oakland County.Serves to
coordinate cross department efforts in furtherance of this goal,identify gaps in service delivery,and
recommend additional efforts to improve service to older adults responsive to the goals of improving
the health,safety,and quality oflife for older adults in Oakland County.Networks with internal and
external partners to evaluate and build programs and services that promote services for older adults.
Workswith disability groups focused on providing services to older adults in the community and across
sectors to help improve quality of life for seniors.Supervision may be exercised over subordinates.Works
in collaboration with the community engagement team,the Board of Commissioners and the Senior
Advisory Committee (SAC):
SUPERVISION EXERCISED
Oversees the work of staff assigned to projects.
ESSENTIAL JOB FUNCTIONS
Develops program plan of work to be included in the overall Aging Work Plan,implements and tracks
program progress,assesses needs for expansion,enhancement or other improvements of existing
services and initiated new programs/activities working in partnership with local agencies and other
stakeholders.
Provides technical advice to the Administration,local planning committees,agencies,community groups,
providers,caregivers and others on program issues,strategies for addressing situations and problems,
that may work more effectively.Researches varied resources for new studies,practices,evidenced based
successes,etc.to create and facilitate innovations approaches or improvements in services.
Works with County departments and community groups to identify inequities that exist among different
populations ofolder adults in Oakland County,and to create and implement strategic objectives to reduce
identified disparities.Evaluates the success of strategies on reducing health disparities.
CLASS TITLE:CHIEF OLDER ADULT SERVICES
Makes recommendations to the County Executive on how to improve the health,safety,and quality of
life for older adults in Oakland County,and how to enhance county programs and services to this
important population.
Coordinates program services with those of other health,social services,community agencies and institutions
at both local and state level.
Utilizes varied marketing approaches to promote older adult services and programs:Develops and
distributes the Older Adult Newsletter,Older Adult resource Directory,Older Adult Website and social media
accounts
Develops and participatesin liaison activities with private,public and voluntary agencies potentially useful
to older persons.Networks and builds coalitions with partners in each of the regional counties including
non-profits,local agencies,older adults,and/or caregivers involved in the specific program area;meets
with advisory committees,community program groups,and/or caregivers,depending on the program
responsibility
Advocates for policies that create a coordinated,comprehensive service delivery system that supports
needs of segment of older adults and/or caregivers being serviced with a specific focus on the social
determinants of health
Serves as liaison on the Board of Commissioners Healthy Aging Ad Hoc Committee and other older adult
services committee.Participates as requested at meetings with State and local agencies,professional
groups and community organizations as related to programs.and services for older adults.
Identifies and assists with relevant grant ‘applications;teviews and interprets grant requirements,
legislative codes,and regulations;may conduct grant administration.
Monitors changes in laws,regulations,and technology that may affect older adult programs;implement
policy and procedural changes as required.
Utilizes current Countywide and/or department specific software to complete assignments.
ESSENTIAL MENTAL &PHYSICAL REQUIREMENTS
Ability to communicate to accurately convey information.
WORKING CONDITIONS
Work is performed in typical office environment.
Mayparticipate in activities that require driving or being a passenger in an automobile or bus.
CLASS TITLE:CHIEF OLDER ADULT SERVICES
IMPORTANT NOTE: The primary purpose of this job description is to set a fair and equitable salary range for
this job classification.Generally,only those key duties necessary for proper job evaluation and/or labor
market analysis have been included.Other duties and responsibilities will be assigned by the supervisor.
EXPERIENCE,TRAINING,KNOWLEDGES,SKILLS &ABILITIES
A.REQUIRED MINIMUM QUALIFICATIONS
1.Possess a Bachelor's degree from an accredited college or university with a major in Public
Health,Public Administration,Business Administration,Behavioral Sciences,or a related
field of study.,
2.Have had at least four (4)years of full-time professional experience in project
management,or program planning or related activities,in a social service or other public
agency,including at least one (1)year in a leadership role.
NOTE:Applicants possessing transcripts from a college or university outside of the United States
will be required to provide documentation of degree equivalency from a member of the
National Association of .Credential Evaluation Services
(http://naces.org/members.html).The degree evaluation will be required for
application processing.
NOTE:A Master’s degree in one ofthe fields listed above may substitute for two (2)years of
the required experience.
3.Pass the complete examination,including the employment medical,established for
this classification.
4,Successfully complete the six-month probationary period.
B.ADDITIONAL DESIREABLE QUALIFICATIONS’:
1,Considerable ability to interact at a high level with elected leaders,and leadership of
non-government organizations and public entities,to advance services to older
residents.
2s Considerable ability to develop and maintain effective working relationships with
employees,representatives of other agencies,and the general public.
3:Considerable knowledge of and ability to apply modern management practices and
techniques to the collection and utilization of program data.
4.Considerable ability to plan,develop and utilize educational programs and materials
available through division/unit service areas.
5:Considerable ability to prepare and present technical written and oral reports.
CLASS TITLE:CHIEF OLDER ADULT SERVICES
10.
Considerable ability to assign,direct and review the work performed by other professional,
para-professional,technical,and clerical employees.
Considerable ability to exercise mature judgment and initiative in analyzing problems
and recommending solutions.
Reasonable knowledge of program administration in health and personnel
principles,practices,methods,and techniques.
Familiar with current word processing,spreadsheet,database,e-mail,and Internet
software.'
Proven‘ability to successfully supervise and train others.
COUNTY MICHIGAN
BOARD OF COMMISSIONERS
AMENDMENT :
IN RE:Local Road Improvement and Tri-Party Amendment
BE IT FURTHER RESOLVED the FY2023-2025 Finance Committee Recommended Budget,
presented on September 29,2022 be amended by appropriating $4,000,000 from Assigned Fund
Balance Strategic Investment Plan (GL Account 383554)to adjust the FY 2023-2025 Non
Department Transfers Budgetby allocating $2,000,000 to the Road Commission Tri-Party line and
$2,000,000 to the Local Road Improvement line item budgets.
VOTE TRACKING-Board of Commissioners
Motioned by:Commissioner Eileen Kowall
Seconded by:Commissioner Michael Gingell
Yes:David Woodward,Michael Gingell,Michael Spisz,Karen Joliat,Kristen Nelson,Eileen Kowall,
Christine Long,Philip Weipert,Gwen Markham,Angela Powell,Thomas Kuhn,Chuck Moss,Marcia
Gershenson,William Miller III,Yolanda Smith Charles,Charles Cavell,Penny Luebs,Janet Jackson,Gary
McGillivray,Robert Hoffman (20)
No:None (0)
Abstain:None (0)
Absent:(0)
Passed
OaklandCounty,MichiganNonDepartment-TriPartyandLocalRoadImprovementSchedule"A"DETAIL LedgerAccountFY2023FY2024FY2025SummaryAccountTitleAmendmentAmendmentAmendmentFund#Account#]Program#ProjectID#RegionREFundNameDivisionName(END)[CostCenter(CCN)#|(RC/SC)(PRG)GrantID(GRN)#(PROJ)(REG) EGeneralFundNonDeptTransfers101009090101740135196030RoadCommissionTri-Parly42,000,000.00$.$~EGeneralFundNonDeptTransfers101009090101740085196030LocalRoadFunding2,000,000.00PlannedUseofBalance(4,000,000,00) TotalExpenditures+-_fs~_|$;
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COUNTY MICHIGAN
BOARD OF COMMISSIONERS
AMENDMENT i
IN RE:Secondary Township Road Repair Partnership Program Amendment
BE IT FURTHER RESOLVED the FY2023-2025 Finance Committee Recommended Budget,
presented on September 29,2022 be amended to assign $2,000,000 with the FY 2022 Year End
Report from Assigned Fund Balance Strategic Investment Plan (GL Account 383554)to the
Secondary Township Road Repair Partnership Program Assigned Fund (GL Account)for subdivision
road repair programs in partnership with the Oakland County Road Commission.
VOTE TRACKING -Board of Commissioners
Motioned by:Commissioner KarenJoliat
Seconded by:Commissioner Kristen Nelson
Yes:David Woodward,Michael Gingell,Michael Spisz,KarenJoliat,Kristen Nelson,Eileen Kowall.
Christine Long,Philip Weipert,Gwen Markham,Angela Powell,Thomas Kuhn,Chuck Moss,Marcia
Gershenson,William Miller III,Yolanda Smith Charles,Charles Cavell.Penny Luebs,Janet Jackson,Robert
Hoffman (19)
No:Gary McGillivray (1)
Abstain:None (0)
Absent:(0)
Passed
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COUNTYMICHIGAN
BOARD OF COMMISSIONERS
AMENDMENT :
IN RE:Professional Service Contracts Amendment
BE IT FURTHER RESOLVED that the FY 2023-2025 Finance Committee Recommended Budget,
presented on September 29,2022;be amended to strike out the following Contracts from the
Professional Service Contracts Summary:8582,8369,8492,8515,8531,9310,8442,8289,8305,
8717,8376.Pursuant to the Professional Services Contract Authorization Policy (MR#19346)
approval of the Board of Commissionerswill be required to appropriate funds for Professional
Services contracts in excess of $250,000.
VOTE TRACKING-Board of Commissioners
Motioned by:Commissioner Marcia Gershenson
Seconded by:Commissioner Charles Cavell
Yes:David Woodward,Michael Gingell.Michael Spisz,Karen Joliat,Kristen Nelson,Eileen Kowall,
Christine Long,Philip Weipert,Gwen Markham,Angela Powell,Thomas Kuhn,Chuck Moss,Marcia
Gershenson,William Miller IIT.Yolanda Smith Charles.Charles Cavell,Penny Luebs,Janet Jackson,Gary
McGillivray,Robert Hoffman (20)
No:None (0)
Abstain:None (0)
Absent:(0)
Passed
im:®OaKIAND:
COUNTYMICHIGAN
BOARD OF COMMISSIONERS
AMENDMENT
IN RE:Workforce Development Simulators Amendment
BE IT FURTHER RESOLVED that the FY 2023-2025 Finance Committee Recommended Budget,
presented on September 29,2022;be amended to assign $200,000 with the FY 2022 Year End
Report from Assigned Fund Balance Strategic Investment Plan (GL Account 383554)to the
Workforce Development Simulators Assigned Fund (GL.Account)for the expansion of workforce
training.
VOTE TRACKING-Board of Commissioners
Motioned by:Commissioner William Miller ITI
Seconded by:Commissioner Charles Cavell
Yes:Michael Spisz,Karen Joliat,Chuck Moss,William Miller III,Yolanda Smith Charles,Charles Cavell,
Robert Hoffman (7)
No:David Woodward,Michael Gingell,Kristen Nelson,Eileen Kowall,Christine Long,Philip Weipert,
Gwen Markham,Angela Powell.Thomas Kuhn,Marcia Gershenson,Penny Luebs,Janet Jackson,Gary
McGillivray (13)
Abstain:None (0)
Absent:(0)
Failed
FOakn =
COUNTY MICHIGAN
BOARD OF COMMISSIONERS
September 29,2022
MISCELLANEOUS RESOLUTION #22-332
Sponsored By:7
Fiscal Services -Resolution FY 2023 General Appropriations Act and 2023 County General
Property Tax Rates
Chairperson and Members of the Board:
WHEREAS in accordancewith the provisions of Public Act 139 of 1973,the Unified Form of County
Government Act,and Public Act 621 of 1978 (as amended by P.A.493 of 2000), the Uniform
Budgeting and Accounting Act for Local Government,it is the responsibility of the Oakland County
Board of Commissioners to establish and adopt the annual County Budget and work program;and
WHEREAS the Finance Committee received budget requests from all County Departments,and has
reviewed in detail the County Executive's Fiscal Year 2023 Budget Recommendation;and
WHEREASthe Finance Committee,after due deliberation,has formulated a Recommended General
Appropriations Act balancing total appropriations with available resources at $1,006,764,799 for
Fiscal Year 2023,a summary of which was included iin the Notice of Public Hearing published in
newspapersof general circulation;and
WHEREAS the further intent of this resolution is to maintain a budgetary system for the County of
Oakland on the same basis of accounting (generally accepted accounting principles)as the actual
financial information is maintained;to define the powers.and duties of the County's officers in relation
to that system;to designate the Chief Administrative Officer and Fiscal Officer;and to provide thatthe
Board of Commissioners and committees thereof,as well as the Fiscal Officer,shall be furnished with
information by the departments,boards,commissions and offices relating to their financial needs,
revenues and expenditures/expenses,and general.affairs;to prescribe a disbursement procedure,to
provide for an allotment system;and to provide remedies for refusal or neglect to comply with the
requirementsof this resolution;and :
WHEREASthe Circuit Court Mediation Fund (Miscellaneous Resolution #90177)is used to cover the
total cost of Attorney Mediators,with the balance to be used for enhancement of Court operations as
requested by the Court and approved by the Board of Commissioners;and
WHEREAS the Board of Commissioners supports the concept of cultural diversity training for
Oakland County employees and requires all supervisory,division manager and director level
employees to attend cultural diversity training.
NOW THEREFORE BE IT RESOLVED the Oakland County Board of Commissioners does hereby
adopt and amend the Fiscal Year 2023 General Appropriations Act recommended by the Finance
Committee as advertised and placed in the Clerk's Office for public inspection.
BE IT FURTHER RESOLVED that funds from the Civil Mediation Account (10100-240201)be utilized
to cover the total costs incurred in Fiscal Year 2023.for the Civil Mediation Program.
BE IT FURTHER RESOLVEDthat the following policy,as codified per Miscellaneous Resolution
#20113,specifies the administration of the Delinquent Tax Revolving Fund:
4.The Delinquent Tax Revolving Fund (DTRF)was established in accordance with the provisions
of Public Act206 of 1893 (as amended)for the purpose of paying local taxing units within the
County their respective shares of delinquent ad valorem real property taxes,in anticipation of
the collection of those taxes by the County Treasurer.This policy statement,which
encompasses the precept of self-funding,ensures that utilization of unrestricted DTRF funds
does not impair the functional intent or operational success of the DTRF as originally
established.
2.To that end,at no time shall funds be diverted omy the DTRF that would cause the
unrestricted balance to fall below a level that would assure a prompt payment ofall current
and future outstanding General Obligation Limited Tax Notes,as well as assure the continued
operation of the DTRF as specified in the preceding paragraph.
3.Penalties and investment interest generated by the DTRF may be transferred,in whole or in
part,to the General Fund of the County upon majority vote of the Board of Commissioners so
long as such transfer(s)meets the provisions of paragraph #2 above.
4.Any and all appropriations from unrestricted DTRF funds,excepting penalties and investment
interest,shall be limited to one-time expenditures,as opposed to recurring operations.
5.Unless otherwise specified,appropriations from the DTRF shall be considered long-or short-
term advances (with specific time frames detailed in the authorizing resolution),to be repaid
with interest as specified below.
6.Any appropriations from unrestricted DTRF funds,excepting penalties and investment interest,
not considered advances to be repaid within a time certain shall require a two-thirds majority
vote of the Board of Commissioners.
7.All appropriations from unrestricted DTRF funds considered to be advances to be repaid within
a time certainshall require a majority vote of the Board of Commissioners.
8.Terms and conditions of any and all advances from the DTRF shall be specified in the
authorizing resolution,including interest obligations detailed as follows:
a.Interest on each payment will be based on the average monthly rate paid during the
term of the agreement by the agent of the DTRF for that year's outstanding
borrowing,or
b.In the event no borrowing occurs for the DTRF,principal and interest paymentswill
be made in accordance with the previously established "Loan of County Funds
Policy”(MiscellaneousResolution #89276)which requires Board approval of
repayment terms at an interest rate no less than the prevailing six-month Treasury
Bill rate and that such rates shall be computed and compoundedquarterly.
9.Pursuant to MCL 211.78m(8),following the settlement of each preceding year’s foreclosure
sale,but not later than June 30th,the County Treasurer shall submit a written report to the
Board of Commissioners identifying any remaining balance available following the settlement
and detailing all costs associated with the administration of the Delinquent Tax Revolving
Fund.All or a portion of any remaining balance,less any contingent costs of title or other legal
claims described in subdivisions (a)through (f),of the Act may subsequently be transferred
into the general fund of the county by the Board of Commissioners.
BE IT FURTHER RESOLVED that $5,000,000 in DTRF interest earnings will be transferred to the
General Fund to support General Fund/General Purpose activities.
BE IT FURTHER RESOLVED thatan indirect cost charges will be billed by the General Fund to the
DTRF,inaccordance with Oakland County’s approved Central Services Indirect Cost Allocation Plan.
BE IT FURTHER RESOLVED that $4,943,138,or one-half of the $9,886,275 convention facility tax
revenues distributed by the State to Oakland County under the authority of the State Convention
Facility Development Act,P.A.106 of 1985,be earmarked for substance abuse prevention and
treatment programs.
BE IT FURTHER RESOLVED that the Oakland County Board of Commissioners,in accordance with
therequirements of Public Act 214 of 1899,as amended,authorizes that .0004 mills Current Property
Tax Levy be designated for the purpose of funding Veterans’Services Soldier Relief.
BE IT FURTHER RESOLVED each Supervisor of the various townships and Assessing Officers of
the several cities of Oakland County will be provided the County General Property Tax Levy millage
rate to spread on their respective township of city tax rolls for the year 2023.The estimated millage
rate included in the budget for the County General Property Tax Levy to be applied to the 2023
Taxable Value of all property located within their respective jurisdictions is 3.96860 Mills.
BE IT FURTHER RESOLVED that the Equalization Officer perform the function of Equalization
Director including the examination of the assessment rolls of the several townships and cities within
Oakland County to ascertain whether the real and personal property in the respective townships and
cities has been equally and uniformly assessed at 50%of true cash value and to make
recommendation to that fact to the County Board of Commissioners.
BE IT FURTHER RESOLVED that:
1.The County Executive is hereby designated.the Chief Administrative Officer of the County of
Oakland and,further,that the Director of Management and Budget shall perform the duties of
the Fiscal Officer as specified in this resolution.
2.The Fiscal Officer shall provide an orientation session and instructions for preparing
department budget requests.These instructions shall include information that the Fiscal Officer
determines to be useful and necessary to assure that the budgetary estimates of the agencies
are prepared in a consistent manner and theneeds of the Board of Commissioners and
Committees are met.
3.Any offices,departments,commissions and boards of the County of Oakland financed in whole
or in part by the County of Oakland shall transmit to the Fiscal Officer their estimates of the
amounts of money required for each activity in their respective agencies,as well as their
estimate of revenues that will be generated from charges for services.They shall also submit
any other information deemed relevant by the Fiscal Officer and/or the Board of
Commissioners and committees thereof.
4.The Fiscal Officer shall provide guidelines to be used by the offices,departments,
commissions and boards of the County of Oakland in submitting their budget estimates and
shall prescribe the rules and regulations the Fiscal Officer deems necessary for the guidance
of officials in preparing such budget estimates.The Fiscal Officer may require that the
estimates be calculated on the basis of various assumptions regarding level of service.The
Fiscal Officer may also require a statement for any proposed expenditure and a justification of
theservices financed.
5.The Fiscal Officer shall prepare esimats of revenue for each budgeted fund,classified to
show in detail the amount expected to be received from each source.Estimates of
expenditures and revenues shall also be classified by character,object,function and activity
consistent with the accounting system classification.
6.The Fiscal Officer shall review the agency estimates with a representative from each agency of
the County of Oakland that has submitted such estimates.The purpose of the review shall be
to clarify the estimates,ensure the accuracy,and to determine their adherence to the policies
previously enumerated by the Fiscal Officer and the Board of Commissioners or committees
thereof as herein required.;
7.The Fiscal Officer shall consolidate the estimates received from the various agencies together
with the amounts of expected revenues and shall make recommendations relating to those
estimates which shall assure thatthe total of estimated expenditures including an accrued
deficit does not exceed the total of expected revenues including an unappropriated surplus.
8.The recommended budget shall include at least the following:
a.Expenditure data for the most recently completed fiscal year and estimated
expenditures,or amendedbudget,for the current fiscal year,
b.An estimate of the expenditure amounts required to conduct,the government of
Oakland County,including its budgetary centers,
c.Revenue data for the most recently completed fiscal year and estimated revenues,or
amended budget,for the current fiscal year,
d.An estimate of revenues,by source,to be raised or received by Oakland County in
the ensuing fiscalyears,.
e.The amount of surplus or deficit from prior fiscal years,together with an estimate of
the amount of surplus or deficit expected in the current fiscal year,
f.An estimate of the amount needed for deficiency,contingent or emergency purposes
and the amounts needed to pay and discharge the principal and interest of the debt
of Oakland’County due in the ensuing fiscal years,
g.The amount of proposed capital outlay expenditures,except those financed by
enterprise,capital projects,or internal servicefunds,including the estimated total
costs and proposed method of financing of each capital construction project and the
projected additional annual operating cost and the method offinancing the operating
costs of each capital construction project for three (3)years beyond the fiscal year
covered by.the budget,/
h.An informational summary of projected revenues and expenditures/expenses of any
capital projects,internal service,and enterprise funds,
i.A comparison of the revenue and expenditure amounts in the recommended budget
to the most recently approved budget adopted by the Board of Commissioners with
appropriate explanation of the variances,
j.Any other data relating to fiscal conditions that the Fiscal Officer or the Board of
Commissioners or committees thereof consider to be useful in evaluating the
financial needs of the County.
9.Not less than ninety (90)days before the next succeeding fiscal year,the County Executive
shall transmit the recommended budget to the County Board of Commissioners.The
recommended budget shall be accompanied:by:
a.A proposed general appropriations measure,consistent with the budget,which shall
set forth the anticipated revenue and requested expenditure/expense authority in
such form and in such detail deemed appropriate by the Board of Commissioners or
committees thereof.No appropriations measure shall be submitted to the Board of
Commissioners in,which estimated total expenditures/expenses,including an
accrued deficit,exceed estimated total revenues,including an available surplus.
b.A budget message which shall explain the reasons for increases or decreasesin
budgeted items compared with the current fiscal year,the policy of the County
Executive as it relates to important budgetary items,and any other information that
the County Executive determines to be useful to the Board of Commissionersin its
consideration of proposed appropriations.
c.A comparison of the recommended budget to the most recently approved current
year budget,together with an analysis and explanation of the variances there from,
such variances being divided to show the portion attributable to the current year
budget amendments and the portion resulting from the recommended budget.
10.
11.
12.
13.
The County Board of Commissioners,or any committee thereof,may direct the County
Executive and/or other elected officials to submit any additional information it deems relevant
in its consideration of the budget and proposed appropriations measure.The Board of
Commissioners or the committees thereof may conduct budgetary reviews with the Fiscal
Officer,and/or County departments and divisions or agencies,etc.,for thepurpose of
clarification or justification of proposed budgetary items.
The County Board of Commissioners may revise,alter,or substitute for the proposed general
appropriations measure in any way,except that it may not change it in a way that would cause
total appropriations,including an accrued deficit,to exceed total estimated revenues,including
an unappropriated surplus.An accrued detect shall'be the first item to be resolved in the
general appropriations measure.
The County Board of Commissioners shall fix the time and place of a public hearing to be held
on the budget and proposed appropriations measure.The Clerk/Register shall then have
published,in a newspaper of generalcirculation within the County of Oakland,notice of the
hearing and an indication of the place at which the budget and proposed appropriations
measure may be inspected by the public.This notice must be published at least seven days
before the date of the hearing.
No later than September 30,the Board of Commissioners shall pass a general appropriations
measureproviding the authority to make expenditures and incur obligations on behalf of the
County of Oakland.Thesupporting budgetary data to the general appropriations measure shall
include at least the following:
a.Expenditure data for the most recently completed fiscal year,
b.The expenditures budget as originally adopted by the Board of Commissioners for
the current fiscal year,
c.The amended current year appropriations,
d.An estimate of the expenditure amounts required to conduct,the government of
Oakland County,including its budgetary centers,
e,Revenue data for the most recently completed fiscal year and estimated revenues,or
amended budget,for the current fiscal year,
f.Budgeted revenue estimates as eupinally adopted by the Board of Commissioners
for the currentfiscal year,
g.The amended current year Budgetedrevenues,
h.An estimate of revenues,by source,to be raised or received by Oakland Countyin
the ensuing fiscalyear,
i.The amount of surplus or deficit from prior fiscal years,together with an estimate of
the amount of surplus or deficit expected in the current fiscal year,
j.An estimate of the amount needed for deficiency,contingent on emergency
purposes,and the amounts neededto pay.and to discharge the principal and interest
of the debt of Oakland County due.in the ensuing fiscal year,
k.The amount of proposed capital outlay expenditures,except those financed by
enterprise,capital project,or internal service funds,including the estimated total
costs and proposed method offinancing of each capital construction project and the
projected additional annual operating cost and the method offinancing the operating
costs of each capital construction project for three (3)years beyond the fiscal year
covered by the budget,
|.An informational summary of projected revenues and expenditures/expenses of
capital projects,internal service,and enterprise funds,
m.Any other data relating to fiscal conditions that the Board of Commissioners
considers to be useful in considering the financial needs of the County,
n.Printed copies of the Board of Commissioners Adopted Budget,Financial Plan or any
facsimile thereof shall contain all of the above data unless otherwise approved by the
Board of Commissioners,
14,
15.
16.
17.
18.
19.
20.
The Board of Commissioners may authorize transfers between appropriation items by the
County Executive or Fiscal Officer within limits stated in the appropriations measure.In no
case,however,may such limits exceed those provided for in paragraph #22 and #23 of this
resolution.;
A deviation from the original genera!appropriations measure shall not be made without first
amending the general appropriations measure through action by the Board of Commissioners,
except within those limitsprovided for in paragraph #16 of this resolution.
Appropriations accumulated at the following three summary levels of expenditure within each
CountyDepartment will be deemed maximum authorization to incur expenditures:Personnel
Expenditures,Operating Expenditures,and Internal Support Expenditures.The County
Executive or the Fiscal Officer shall exercise supervision and control of all budgeted
expenditures within these limits,holding expenditures below individual line-item appropriations
or allowing overruns in individual line-items providing that at no time shall the net expenditures
exceed the total appropriation for Personnel and Operating Expenditures,respectively,for
each department as originally authorized or amended by the Board of Commissioners.Further,
Personnel Expenditures are authorized only for positions specifically authorized pursuant to
this Act as adopted and amended by Board of Commissioner resolution,and appropriated
overtime,holiday overtime,on-call pay,shift premium summer help,emergency salaries,and
any adjustments required by collective bargaining agreements.The Fiscal Officer shall submit
to theFinance Committee a quarterly listing of new governmental funded appropriations and
internal service fund line items created administratively which were not properly classifiable.
Line-item detail,division,unit or cost center detail and allotments,which provide a monthly
calendarization of annual appropriations,as deemed necessary by the Fiscal Officer shall be
maintained and utilized as an administrative tool for management information and cost control.
The Fiscal Officer shall not approve any expenditure beyond that necessary to accomplish
stated program or work objectives authorized in the general appropriation measure as
originally approved unless amended,in which case the amendment takes precedence.
In order to amend the General Appropriations Act the amendment must specifically identify the
fund,department,division,unit,program and account affected by the amendment.Additionally,
if the amendment increases an appropriation,the source of funding for that additional
appropriation,whether an increase in revenue or an offsetting decrease in expenditure,must
be presented as part of the amendment.
The Fiscal Officer shall maintain,for all budgeted funds,appropriation ledger accounts in
which are to be recorded such expenditure encumbrances and obligations for the future
payment of appropriated funds as the Fiscal Officer may approve.
Each purchase order,contract or payment.of Oakland County shall specify the funds and
appropriationdesignated by number assigned in the accounting system classification from
which it is payable and shall be paid from no other fund or appropriation.The necessary
amount of the appropriation from such account shall be transferred pursuant to the provisions
of this resolution to the appropriate general appropriation account and the expenditure then
charged thereto.
No obligation shall be incurred against,and no payment shall be made from,any appropriation
account unless there is a sufficient unencumbered balancein the appropriation and sufficient
funds areor will be available to meet the obligation.All capital projects funded from the Capital
Improvement Fund shall require approval of the Board of Commissioners on recommendation
of the appropriate liaison committee prior to initiation of the project.Pursuant to M.R.#15231,
projects under $30,000 can be administratively approved by both the Director of Facilities
Management and the Fiscal Officer (or designee)if funding is available and any transfers
required are to be included in the subsequent quarterly forecast report.Any obligation incurred
or payment authorized in violation of this resolution shall be void and any payment so made
illegal except those otherwise ordered bycourt judgment or decree.
21,
22.
The Fiscal Officer,after the end of each quarter,shall transmit to the Board of Commissioners
a report depicting the financial condition of.budgeted operations,including,but not limited to:A
forecast of actual revenues by major source compared with budgeted revenues accompanied
by an explanation of any significant variances,A forecast of actual expenditures and
encumbrances by department compated with authorized appropriations accompanied by an
explanation of any significant variances,andA forecast of actual expenditures,encumbrances
and transfers from each of the several non-departmental appropriations accounts compared
with authorized appropriations accompanied by an explanation of any significant variances.
Direct expenditure and/or transfers of any unencumbered balance or any portion thereof in any
appropriation for transfer account to any other appropriations account may not be made
without amendment of the general appropriation measure as provided for in this resolution,
except that transfers within and between budgeted funds and departments may be made by
the Fiscal Officer in the following instances:.
a.Transfers may be made from the non-departmental Overtime Reserve account and
Fringe Benefit Reserve account to the appropriate departmental budget as specific
overtime requests are reviewed and approved by the Fiscal Services Division.
Additionally,overtime appropriations may be transferred between divisions within a
department at the request of the Department Head,if authorized by the Fiscal Officer
or his/her designee.The Overtime Reserve account includes an estimated amount
for the Parental Leave benefit that may be needed by departments that have
contractual service obligations or job dutiés that cannot be temporarily covered by
other departmental personnel and the use of Parental Leave causes the department
to exceed their Personnel Expenditure budget category.The Overtime Reserve
account may be used for 24.hour /7 days per week operations for the Election Day
holiday which occurs the Tuesday following the first Monday in November in even
years.
b.Transfers may be made from the non-departmental appropriation accounts for
Maintenance Department Charges and Miscellaneous Capital Outlay to the
appropriate departmental budget as specific requests for these items are reviewed
and approved by the Fiscal Officer or his/her designee.
c.Transfers may be made from the non-departmental appropriation accountEmergencySalariesReserveasreviewedandapprovedbytheHumanResourcesDepartment.:
d.Fringe benefit rates shall be established annually in the budget process to charge allGeneralFund/General Purpose,Special Revenue and Proprietary funds for actual
employer fringe benefit costs.Such rates shall be sufficient to meet all fringe benefitcostsincludingsickleaveandannualleaveaccumulations,tuition reimbursement,
employee training,retirees'medical,required debt service on the Retiree HealthCareRefundingbondspursuantto.M.R.#12299 and M.R.#13280,and retirement
administration.All funds collected for Retirement,Tuition Reimbursement,
SocialSecurity (FICA),Medical for active and retired employees,Disability,Dental,
Optical,and Life and Accident Insurance shall be transferred to the Employee FringeBenefitFundasestablishedbyMiscellaneousResolution#81312.Sufficient fundsshallbemaintainedintheEmployeeFringeBenefitFundliabilityaccountforsickleaveandannualleavetocovertheaccumulatedliabilityatanamountequalto50%of the sick leave accumulation and 100%of the annual leave accumulation,includingapplicableSocialSecurity(FICA)taxes thereon.All funds collected by Workers’
Compensation and Unemployment Compensation shall be transferred to the FringeBenefitFundasestablishedbyMiscellaneousResolution#81012 and modified by
Miscellaneous Resolution #96024.'
23.
24,
25.
e,The transfer of funds to the Capital Improvement Fund/Building Improvement Fund
shall be made in accordance with the appropriation authorized by the Board of
Commissioners.
f.Transfers (advances)may be made as necessary from the Drain Revolving Fund to
Drain Construction Funds and Drain Maintenance Funds as short-term advances for
costs incurred such as preliminary engineering fees and ongoing maintenance costs.
Costs incurred by Drain Maintenance Funds and Drain Construction Funds will be
repaid by the Drain Fund through assessments.Specific requests will be reviewed
and approved by the Fiscal Officér or his/her designee.
The Board of Commissioners may make supplemental appropriations by amending this
general appropriations measure as provided ‘by this resolution,provided that revenues in
excess of those anticipated in the original general appropriations measure become available
due to::j
a.An unobligated surplus from prior years becoming available;
b.Current year revenue exceeding original estimate in amounts sufficient enough to
finance increasedappropriations.The Board of Commissioners may make a
supplemental appropriation by increasing the dollar amount of an appropriation item
in the original general appropriations measure or by adding additional items.At the
same time the estimated amount from the source of revenue to which the increase in
revenue may be attributed shall beincreased,or other source and amount added in a
sum sufficient to equal the supplemental expenditure amount.In no case may such
appropriations cause total estimated expenditures,including an accrued deficit,to
exceed total estimated revenues,including an unappropriated surplus.
Whenever it appears to the County Executive or the Board of Commissioners that actual and
probable revenues in any fund will be less than the estimated revenues upon which
appropriations from such fund were based,the County Executive shall present to the Board of
Commissioners recommendations which,if adopted,will prevent expenditures from exceeding
available revenues for the current fiscal year.Such recommendations shall includeproposals
for reducing appropriations,increasing revenues,or both.After receiving the recommendations
of the County Executive for bringing appropriations into balance with estimated revenues,the
Board of Commissioners shall amend the general appropriations measure to reduce
appropriations or shall approve such measures necessary to provide revenues sufficient to
equal appropriations,or both.
All appropriations are annual and the unexpended portion shall lapse at year-end.
Encumbrances andappropriations carried forward shall be recorded as an assigned fund
balance,and the subsequent year's budget amended to provide authority to complete these
transactions.Appropriations shall not be carried forward for more than six (6)months into the
budget year following the year in which they were originally appropriated.A status report on
Appropriations Carried Forward,as required-by Miscellaneous Resolution #93156,will be
incorporated as an integral part of the ensuing year's Second Quarter Financial Forecast for
the purposes of determining their continuation for the remainder of the year.The
recommended year-end budget amendment shall be supported with a statement of revenues
and expenditures and operating surplus or deficit which shall contain the following data:(1)
budget as adopted;(2)budget amendments;(3)budget as adjusted;(4)revenues and
expenditures,operating surplus or deficit;(5)accrued revenue and expenditures;(6)transfers;
(7)total revenues and expenditures and transfers,operating surplus or deficit,including
accruals and transfers;(8)encumbrances;(9)appropriations carried forward;(10)total
revenues and appropriations utilized,operating surplus or deficit,including encumbrances and
appropriations carried forward;(11)balance of revenues not collected,unencumbered
appropriation balance,operating surplus or deficit;(12)detail of adjustments to designated and
undesignated fund balance,detail of adjustment to reserves and/or any other utilization of
26.
27.
28.
29.
30
surplus;(13)final surplus or deficit or undesignated fund balance carried forward to the
subsequent year's budget.
A member of the Board of Commissioners,‘the County Executive,any elected officer,the
Fiscal Officer,any other administrative officer or employee of Oakland County shall not:(1)
create a debt,incur a financial obligation on behalf of the County against an appropriation
account in excess of the amount authorized,(2)apply or divert money of the County for
purposes inconsistent with those specified iri this general appropriations measure as approved
and amended by the Board of Commissioners,nor (3)forgive a debt or write off an account
receivable without appropriate authorization of the Board of Commissioners,as described in
Miscellaneous Resolution #93135 (Bad Debt Write-Off Policy)and Miscellaneous Resolution
#12048 (Short Sale Policy).Specifically,application of the foregoing Bad Debt Write-Off Policy
shall be invoked for all amounts in excess of $1,000;transactions of a lesser amount shall be
considered within the administrative authority of the Fiscal Officer or his/her designee.
Application of the foregoing Short Sale policy may be invoked to allow the County to consider
less than the balance owed on an Oakland County home improvement loan in a proposed sale
of property,unless prohibited by Federal Regulations,as determined by the Manager of the
Oakland County Neighborhood and Housing Development (formerly Community Home and
Improvement)Division or his/her designee.Furthermore,the Fiscal Services Division must
submit to the Board of Commissioners,as part of the quarterly financial report,a listing ofall
bad debtwrite offs (including short sales)occurring during the preceding three months.In
addition,transactions relating to Inmate Prisoner Billings which are billed in excess of ability to
pay are hereby authorized to be adjusted in accordance with Public Act 212 of1994 with the
resultant amount of the write-off subsequently reported to the Board of Commissioners as part
of the Quarterly Financial Report.Also,within the administrative authority of the Fiscal Officer
and with the general approval of the Court,Circuit Court and Probate Court financial orders for
$2,500 or less may be reduced and amended by the Fiscal Services Division based on an
individual’s ability to pay.Waiver of fees in excess of $2,500 shall require the approval of the
Court.Except as otherwise stated in the General Appropriations Act,funds shall not be
expended without specific appropriation or other appropriate action by the Board of
Commissioners from fund equity;from balance sheet accounts for the purchase offixed assets
notcited in paragraph 26 of the General Appropriations Act,non-routine prepaid items or non-
routine obligationsrelated to a specific appropriation;or from funds not budgeted.
All Internal Service Fund budgets that have depreciable assets shall have a capital budget with
detail supporting the amount of annual depreciation therein included,as well as a fiscal plan
for replacing,upgradingor disposing of those assets.
The budgetary system shall be maintained on the same basis of accounting (generally
accepted accounting principles)as the actual financial information is maintained.
Any violation of the general appropriations measure by the County Executive,the Fiscal
Officer,any administrative officer,employee or member of the Board of Commissioners
detected through application of generally accepted accounting procedures utilized by Oakland
County or disclosed in an audit of the financial records and accounts of the County shall be
filed with the State Treasurer and reported by the State Treasurer to the Attorney General.
Pursuant to Public Act 621 of 1978,the Uniform Budgeting Act,the Attorney General shall
review the report and initiate appropriate action against the person or persons in violation.For
use and benefit of the County of Oakland,the Attorney General or Prosecuting Attorney may
institute a civil and/or criminal action in a court of competent jurisdiction for the recovery of
County funds disclosed by an examination to have been illegally expended or collected as a
result of malfeasance,and for the recovery of public property disclosed to have been
converted or misappropriated.
.The provisions of this act shall be applied to the General Fund and all Special Revenue and
Proprietary Funds of the County,including Enterprise Funds and Internal Service Funds.
31.The Board of Commissioners adopted a leased vehicle policy per Miscellaneous Resolution
#93230 which was amended by Miscellaneous Resolution #94257 and then superseded by
Miscellaneous Resolution #19004 requires requests for additional new vehicles (other than
replacements of existing vehicles previously approved by the Board of Commissioners)shall,
upon affirmative recommendation of the County Executive,be submitted annually to the
Legislative Affairs and Government Operations Committee to include any significant changes
in the County Leased Vehicle Program.The FY 2023 budgetincludes a transfer from the
Water Resources Commissioner Drain Equipment Fund to the Motor Pool Fund that reflects an
expansion of the County’s fleet::
o Water Resources Commissioner includes $117,000 for one (1)%Ton Pickup Truck
and one (1)One-Ton Dump.Truck.'
32.The Board of Commissioners adopted a Professional Services Contract Authorization policy
per MiscellaneousResolution #19346 that requires approval of the Board of Commissioners for
Professional Service contracts in excess of $250,000.The policy also requires Board of
Commissioners approval for Professional Services contracts in excess of $100,000 that were
awarded through a process other than full and open competition,such as a single or sole
source process.A list of Professional Services.by department iis included in the budget
document.
33.The Board of Commissioners adopted Miscellaneous Resolution #22135 to establish the
Oakland County Housing Trust Fund.The resolution authorized a $2,000,000 annual
appropriation transfer from the General Fund (#10100)to the Housing Trust Fund (#21400)
which is sourced from a portion of the State Revenue Sharing revenue dollars.
BE IT FURTHER RESOLVED that as a condition of continuing debt covenants the Department of
Management and Budget and Treasurer's Office are hereby directed to take any and all ministerial
actions that may be necessary to facilitate the payment of the principal and interest on all debt
obligations that have been authorized through i alae by the Board of Commissioners and the
payment of all other obligations.
BE IT FURTHER RESOLVED the FY2023-2025 Finance Committee Recommended Budget,
presented on September 29,2022 be amended by appropriating $500,000 from Non Department
Transfers Contingencyline item (Account 730359)to adjust the FY 2023-2025 Department of Public
Communications Special Projects line item budget (Account 731822)for senior initiatives.
BE IT FURTHER RESOLVED the FY2023-2025 Finance Committee Recommended Budget,
presented on September 29,2022 be amended by appropriating $4,000,000 from Assigned Fund
Balance Strategic Investment Plan (GL Account 383554)to adjust the FY 2023-2025 Non
Department Transfers Budgetby allocating $2,000,000 to the Road Commission Tri-Party line and
$2,000,000 to the Local Road Improvement line item budgets.
BE IT FURTHER RESOLVED the FY2023-2025 Finance Committee Recommended Budget,
presented on September 29,2022 be amended to-assign $2,000,000 with the FY 2022 Year End
Report from Assigned Fund Balance Strategic:Investment Plan (GL Account 383554)to the
Secondary Township Road Repair Partnership Program Assigned Fund (GL Account)for subdivision
road repair programs in partnership with the Oakland County Road Commission.
BE IT FURTHER RESOLVED that the FY 2023-2025 Finance Committee Recommended Budget,
presented on September 29,2022:be amended to strike out the following Contracts from the
Professional Service Contracts Summary:8582,8369,8492,8515,8531,9310,8442,8289,8305,
8717,8376.Pursuant to the Professional Services Contract Authorization Policy (MR#19346)
approval of the Board of Commissioners will be required to appropriate funds for Professional
Services contracts in excess of $250,000.
Chairperson,the following Commissioners are sponsoringthe foregoing Resolution:.
J :Date:October 04,2022
David Woodward,Commissioner °
David Coulter,Oakland County Executive
Lisa Brown,County Clerk /Register of Deeds
Date:October 04,2022
Date:October 11,2022
COMMITTEE TRACKING
2022-09-29 Full Board -Adopt
VOTE TRACKING
Motioned by Commissioner Gwen Markham seconded by Commissioner Christine Long to adopt as amendedtheattachedResolution:FY 2023 General Appropriations Act and 2023 County General Property Tax Rates.
Yes:David Woodward,Michael Gingell,Michael Spisz,Karen Joliat,Kristen Nelson,Eileen Kowall,
Christine Long,Philip Weipert,Gwen Markham,Angela Powell,Marcia Gershenson,William MillerIII,Yolanda Smith Charles,Charles Cavell,Penny Luebs,Janet Jackson,Gary McGillivray,Robert Hoffman(18)
No:Thomas Kuhn,Chuck Moss (2)
Abstain:None(0)
Absent:(0)
Passed
ATTACHMENTS
None
STATE OF MICHIGAN)
COUNTYOF OAKLAND).I,Lisa Brown,Clerk of the Countyof Oakland,do hereby certify that the foregoing resolution is a true andaccuratecopyofaresolutionadoptedbytheOaklandCountyBoardofCommissionersonSeptember29,2022,withthe original record thereof nowremainingin myoffice.
In Testimony Whereof,I have hereunto set my hand and affixed the seal of the Circuit Court at Pontiac,
Michigan on Thursday,September 29,2022.‘
Fhe Wy
Lisa Brown,Oakland County Clerk /Register ofDeeds