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HomeMy WebLinkAboutReports - 2023.04.20 - 38134 AGENDA ITEM: Application to Michigan Indigent Defense Commission (MIDC) for Indigent Criminal Defense Services DEPARTMENT: Indigent Defense MEETING: Board of Commissioners DATE: Thursday, April 20, 2023 6:00 PM - Click to View Agenda ITEM SUMMARY SHEET COMMITTEE REPORT TO BOARD Resolution #2023-2710 Motion to approve the submission of the FY 2024 Michigan Indigent Defense Commission (MIDC) Grant Application and authorize the Indigent Defense Services Office to engage in any necessary negotiation with the MIDC and prepare any necessary revision of the Draft Cost Analysis; further, that when the final version of the FY 2024 MIDC Compliance Plan and Cost Analysis is officially approved by the MIDC this item will be brought back before the Board of Commissioners for grant acceptance. ITEM CATEGORY SPONSORED BY Grant Gwen Markham INTRODUCTION AND BACKGROUND This is the annual grant application to the Michigan Indigent Defense Commission (MIDC) to fund the provision of indigent criminal defense services in Oakland County. The Michigan Indigent Defense Commission Act (“MIDC Act”), MCL 780.981, et. seq., gives the Michigan Indigent Defense Commission (“MIDC”) the authority to propose minimum standards for the provision of indigent criminal defense services. A proposed standard takes effect after it is adopted by the Department of Licensing and Regulatory Affairs (“LARA”). The MIDC Act requires every indigent criminal defense system in Michigan to comply with every standard that has been adopted by LARA. Oakland County is the indigent criminal defense system (“System”) for the 6th Circuit Court and the four divisions of the 52nd District Court. Systems are legally required to submit a Compliance Plan and Cost Analysis annually to the MIDC, which explains the methods by which the System will comply with the approved standards in the next fiscal year, and lists the amount of money the System requires to comply with the approved standards. The MIDC reviews all Compliance Plans and Cost Analyses for accuracy and thereafter votes to approve or disapprove said Plans and Analyses. The MIDC is obligated to issue a grant to each System in the amount indicated in an approved Cost Analysis. The final grant award is determined by deducting the statutorily required “local share” from the total Cost Analysis amount, and said local share is calculated at $1,883,620.74 for FY 2024The current MIDC grant funds several County positions and the County will seek to include those positions in its Compliance Plan and Cost Analysis for FY 2024, as well as certain additional positions in the Public Defender’s Office. The County intends to seek over $15 million in grant funding from the MIDC, as more fully outlined in the Draft Cost Analysis. The Draft Cost Analysis is included as an attachment to this proposed resolution, which draft is subject to further negotiations between the MIDC and the County and which may be revised during the course of those negotiations. BUDGET AMENDMENT REQUIRED: No Committee members can contact Michael Andrews, Policy and Fiscal Analysis Supervisor at 248.425.5572 or andrewsmb@oakgov.com, or the department contact persons listed for additional information. CONTACT Pete Menna, Chief Attorney - Indigent Defense - DEO ITEM REVIEW TRACKING Gwen Markham, Board of Commissioners Created - AGENDA DEADLINE: 04/20/2023 6:00 PM ATTACHMENTS 1. MIDC Cost Analysis - FY2024 2. Grant Application 3. Grant Review Sign-Off 4. Indigent Defense System Overview PowerPoint Presentation COMMITTEE TRACKING 2023-04-12 Finance - Recommend to Board 2023-04-20 Full Board - Approve Motioned by: Commissioner Robert Hoffman Seconded by: Commissioner Michael Gingell Yes: David Woodward, Michael Spisz, Michael Gingell, Penny Luebs, Karen Joliat, Kristen Nelson, Christine Long, Robert Hoffman, Philip Weipert, Marcia Gershenson, Janet Jackson, William Miller III, Yolanda Smith Charles, Charles Cavell, Brendan Johnson, Ajay Raman (16) No: None (0) Abstain: None (0) Absent: Gary McGillivray, Gwen Markham, Angela Powell (3) Passed Chart Title 1 2 3 4 5 6 - 200,000.00 400,000.00 600,000.00 800,000.00 1,000,000.00 1,200,000.00 1,400,000.00 Indigent Defense System Cost Analysis Grant Year October 1, 2023 - September 30, 2024 0.01 Funding Unit Name(s)Oakland County DATE SUBMITTED: Personnel Position Calculation hours and rate Total State Grant Local Share Other Funding Sources Total Indigent Defense (12216)Chief Attorney Indigent Defense 2,080/$90.2001 Step 84 biweekly $7216.01 187,616.18 Indigent Defense (12217) Indigent Defense Administrative Supervisor 2,080/$41.6243 Step 36 biweekly $3329.94 86,578.44 Indigent Defense (12218)Financial Services Tech III 2,080/$31.7543 Step 72 biweekly $2540.34 66,048.91 Indigent Defense (12219) Indigent Defense Specialists (52-1)2,080/$27.4304 Step 72 biweekly $2194.44 57,055.33 Indigent Defense (12220) Indigent Defense Specialists (52-2)2,080/$27.4304 Step 72 biweekly $2194.44 57,055.33 Indigent Defense (12221) Indigent Defense Specialists (52-3)2,080/$27.4304 Step 72 biweekly $2194.44 57,055.33 Indigent Defense (12222) Indigent Defense Specialists (52-4)2,080/$27.4304 Step 72 biweekly $2194.44 57,055.33 Indigent Defense (15388)Indigent Defense Specialists (6th Circuit)2,080/$27.4304 Step 72 biweekly $2194.44 57,055.33 Indigent Defense (15389)Indigent Defense Specialists (6th Circuit)2,080/$27.4304 Step 72 biweekly $2194.44 57,055.33 Indigent Defense (15865)Chief Public Defender 2,080/$90.2001 Step 84 biweekly $7216 187,616.18 Indigent Defense (15866)Deputy Chief Public Defender 2,080/$79.2935 Step 84 biweekly $6343.48 164,930.52 Indigent Defense (15867)Principal Attorney - Public Defender 2,080/$69.3159 Step 72 biweekly $5,545.27 144,177.02 Indigent Defense (15868)Principal Attorney - Public Defender 2,080/$69.3159 Step 72 biweekly $5,545.27 144,177.02 Indigent Defense (15869)Assistant Public Defender - Senior 2,080/$54.3109 Step 72 biweekly $4181.52 112,966.62 Indigent Defense (15870)Assistant Public Defender - Senior 2,080/$54.3109 Step 72 biweekly $4181.52 112,966.62 Indigent Defense (15871)Assistant Public Defender 2,080/$44.6815 Step 72 biweekly $3574.52 92,937.52 Indigent Defense Assistant Public Defender 2,080/$44.6815 Step 72 biweekly $3574.52 92,937.52 Indigent Defense (15872)Public Defender Paralegal 2,080/$33.3422 Step 72 biweekly $2667.38 69,351.88 Indigent Defense (15873)Public Defender Legal Secretary 2,080/$24.8802 Step 72 biweekly $1990.42 51,750.92 Indigent Defense (15887)Public Defender Investigator - UNI 2,080/$38.5976 Step 60 biweekly $3087.74 80,281.24 Indigent Defense Social Worker - UNI 2,080/$40.9539 Step 60 biweekly $3276.31 85,184.18 Community Corrections (12223)Community Corrections Specialist II 2,080/$35.6955 Step 48 biweekly $2855.64 74,246.59 Community Corrections (12224)Community Corrections Specialist I 2,080/$29.7446 Step 24 biweekly $2379.57 61,868.87 Sheriff (12225) Deputy I - Full Time Friday - Tuesday 2,080/$35.5906 Step 72 biweekly $2847.25 74,028.49 Sheriff Deputy I - Wed/Thurs coverage 16 Hours (832 hours annual)2,080/$35.5906 Step 72 biweekly $2847.25 29,611.38 Sheriff Deputy I - Vacation Replacement Vacation replacement based on full-time Corrections Deputy I accrual of 220 hours/year, calculated at regular time of $35.5906/hr 7,829.94 Sheriff Deputy I - Holiday and Misc. Overtime Per contract, if Deputies work a holiday they are entitled to 8 hours regular pay plus 8 hours at 1.5x. There also may be emergency situations where OT coverage may be necessary. 72 holiday hours plus 40 misc. hours at $35.5906/hr x 1.5 8,541.74 Subtotal 2,277,979.76 Indirect Costs Indirect Cost Rate applied to Salaries and fringes (10%)343,143.74 Category Summary Total 2,621,123.50 2,621,123.50 2,621,123.50 Fringe Benefits Percentage (35.01% FT) (32.01% OT)Fixed Direct Contract Charge Variable Amount*State Grant Local Share Other Funding Sources Total Chief Attorney IDSO 35.48%18,213.00 66,566.22 IDSO Administrative Supervisor 35.48%18,159.00 30,718.03 IDSO Financial Services Tech III 35.48%6,012.00 23,434.15 Indigent Defense Specialist - 52-1 35.48%6,012.00 20,243.23 Indigent Defense Specialist - 52-2 35.48%18,159.00 20,243.23 Indigent Defense Specialist - 52-3 35.48%18,204.00 20,243.23 Indigent Defense Specialist - 52-4 35.48%14,196.00 20,243.23 Indigent Defense Specialist - 6th Circuit 35.48%13,574.00 20,243.23 Indigent Defense Specialist - 6th Circuit 35.48%13,574.00 20,243.23 Chief Public Defender 35.48%13,574.00 66,566.22 Deputy Chief PD 35.48%13,574.00 58,517.35 Principal Attorney PD 35.48%13,574.00 51,154.01 -->The MIDC funded Corrections Deputies are part of a union.The OCSO must follow the union contract canvassing rules to cover the vacations of the MIDC funded deputy positions outside of the replacement deputies'normal work hours.Therefore,the vacation backfill costs cannot be considered supplanting. -->Salary rates are shown at the projected general salary increase of 3%in FY24.The County's FY24 budget is not finalized at this time,and that assumed increase may be higher or lower at the time of budget finalization. -->The Indigent Defense Appointment Coordinator was previously considered to be a supplanted position by the MIDC.The County has not included this position in the FY24 cost analysis. Principal Attorney PD 35.48%13,574.00 51,154.01 Senior Assistant PD 35.48%13,574.00 40,080.56 Senior Assistant PD 35.48%13,574.00 40,080.56 Assistant PD 35.48%13,574.00 32,974.23 Assistant PD 35.48%13,574.00 32,974.23 Paralegal 35.48%13,574.00 24,606.05 Legal Secretary 35.48%13,574.00 18,361.23 Investigator 35.48%13,574.00 28,483.78 Social Worker 35.48%13,574.00 30,223.35 Community Corrections Specialist II 35.48%5,175.00 26,342.69 Community Corrections Specialist I 35.48%18,159.00 21,951.08 Deputy I - (OCJ) - Full Time Friday-Tuesday 35.48%6,012.00 26,265.31 Deputy I - (OCJ) - Wed. Thurs. coverage 35.48%13,574.00 10,506.12 Deputy I - Vacation Replacement 35.48%13,574.00 2,778.06 Deputy I - Holiday and Misc. Overtime 32.50%2,776.07 Support Services 0.00% Category Summary 345,485.00 807,972.67 1,153,457.67 0.00 0.00 1,153,457.67 Contractual Contracts for Attorneys Services Provided Calculation hours and rate Total State Grant Local Share Other Funding Sources Total Attorneys - private bar OCJ - arraignment atty - Holidays. This includes arraignment services for all courts participating in the weekend arraignment program. This will be paid at a shift rate of $900, which equates to 6 hours at $150/hour to take into account a holiday premium.18 days x 1 attys x $900 rate 16,200.00 Attorneys - private bar OCJ - arraignment atty - M, T, F. This includes arraignment services for all third class district courts. This will be paid at a shift rate of $720, which equates to 6 hours at $120/hour. These are heavier arraignment days where 3 attorneys are needed.147 days x 3 attys x $720 rate 317,520.00 Attorneys - private bar OCJ - arraignment atty - W, Th. This includes arraignment services for all third class district courts. This will be paid at a shift rate of $720, which equates to 6 hours at $120/hour. These are typically lighter arraignment days where 2 attorneys are needed.101 days x 2 attys x $720 rate 145,440.00 Attorneys - private bar OCJ - arraignment atty - Weekend. This includes arraignment services for all courts participating in the weekend arraignment program. This will be paid at a shift rate of $810, which equates to 6 hours at $132/hour to take into account a weekend premium.100 days x 1 attys x 810 rate 81,000.00 Attorneys - private bar Arraignment Atty Four (4) 52nd District Courts. Each court requires an arraignment attorney to be present for a three hour morning shift and a three hour afternoon shift to handle all scheduled and walk-in arraignments. In 52-4, two attorneys are needed on Wednesday mornings to account for the fact that it is an extremely heavy arraignment day. Paid at the shift rate of $720/day, to equate to 6 hours at $120/hour. 246 days x 4 attys x $720 rate 52 half-days x 1 atty x $360 rate 727,200.00 Attorneys - private bar Arraignment Atty - Circuit Court Bench Warrants. This requires a 2 hour shift each weekday, which will be paid at the shift rate of $264 ($132/hour x 2 hours).246 days x 1 atty x $264 rate 64,944.00 Attorneys - private bar Specialty Treatment Courts - (4) 52nd District Courts. There are 320 dockets per year, with an average of 2 hours spent on each docket. This will be paid strictly hourly, at the rate of $120/hour, to avoid any potential under or over billing.320 dockets x 1 atty x 2 hour average x $120 76,800.00 Breakdown of Fringe Benefits above for Egrams: FICA 7.65%$174,265.45 (Total Regular Salaries of $2,277,979.73 x .0765) Retirement 24.81%$565,166.77 (Total Regular Salaries of $2,277,979.73 x .2481) Disability 1.60%$36,447.68 (Total Regular Salaries of $2,277,979.73 x .0160) Unemployment 0.10%$2,277.98 (Total Regular Salaries of $2,277,979.73 x .0010) Group Life/Accident 0.26%$5,922.75 (Total Regular Salaries of $2,277,979.73 x .0026) Workers Compensation 1.06%$24,146.59 (Total Regular Salaries of $2,277,979.73 x .0106) Fringe Benefits for OT Salaries $2,776.07 (EGrAMS includes this as overall salaries at the .3548 factor,resulting in a difference of $254.54) Medical/Dental/Optical Ins 33.50%$345,485.00 (Total of Fixed Direct Contract Charge Column) Total $1,153,457.67 Total FY2023 -Matches Total Fringe Benefits above Fringe Benefits Justification-To fund the FY 2023 positions and related fringe benefits that were approved with FY 2022's budget and continue the operations for Oakland County's MIDC.The services provided would include overall management,processing apppointed attorney vouchers,handle increased paperwork, scheduling,pre-trials,and other matters associated with the indigent defense system. The FY2023 Fringe Benefit rate of 35.48%as a percentage of regular salary is broken down as follows: FICA -7.65%,Retirement -24.81%,Disability -1.60%,Unemployment -0.10%,Group Life/Accident -0.26%,Workers Compensation -1.06%=Total -35.48% The FY2023 Fringe Benefit rate of 32.5%as a percentage of overtime salary is allocated at 77%to retirement and 23%to FICA. FY2023 Fixed Medical Benefits is broken down as follows: Oakland County is self-insured for Medical,Dental,and Vision Benefits.The Cost Analysis assumes a 2 person plan for these benefits unless the current incumbent has different coverage.Medical/Prescription -$12,592.00,Dental -$857.00,Vision -$125.00 =Total -$13,574.00 Attorneys - private bar Specialty Treatment Courts - Circuit Court. This will be paid at the hourly rate of $132/hour. The average monthly billings for this has historically been 25 hours/month.1 atty x 25 hours/month x 12 months x $132 39,600.00 Attorneys - private bar District Court to Circuit Court Appeals and Interlocutory Appeals. Our plan assumes 2 appeals per month based on historical data, paid at the rate of $120/hour with an average of 15 hours.24 appeals x 15 hours x $120 43,200.00 Attorneys - private bar Circuit Court Probation Violations. We generate approximately 1,500 VOP appointments each year. Assuming a 15% bench warrant rate based on historical data, those vouchers may result in 1 hour of time spent on pre- court document review. Remainder will average 3 hours based on survey of attorneys. 225 cases x 1 hour x $132 1275 cases x 3 hours x $132 534,600.00 Attorneys - private bar Capital Cases 26 trials x 80 hours x $192/hour 145 pleas x 30 hours x $192/hour 30 LWOP resentencings x 50 hours x $192/hour 1,522,560.00 Attorneys - private bar Non-Capital Felonies 50 trials x 40 hours x $144/hour 1920 pleas (cat. 3/4 no hab.) x 20 hours x $132/hour 640 pleas (cat. 2) x 20 hours x $144/hour 640 pleas (hab. 4) x 20 hours x $144/hour 12% of subtotal added for cases resolved at District Court 10,128,384.00 Attorneys - private bar Misdemeanors. Each docket will have an assigned attorney, however the attorney will be paid for, and expected to conduct, pre-court preparation including discovery review and client contact. The attorney will be continued on any trial cases or other complex cases that do not resolve on their docket day, thus ensuring vertical representation. Attorneys will be paid a shift rate of $360 for a three-hour docket, and we expect an average of 3 hours of pre-court prep time per docket. Likely 20% of caseload is expected to continue, based on historical data, which will require on average another 3 hours of time on each of those cases. 200 half-day dockets/month x $360 3 hours of pre-court prep per docket x $120/hour 600 continued cases x 3 additional hours x $120/hour 1,944,000.00 Public Defender Adjustment Public Defender Office Adjustment Subtract 5% from category sub-total to account for the PD Office taking approximately 5% of our overall caseload in FY24.-782,072.40 Category Summary 14,859,375.60 12,975,754.86 1,883,620.74 0.00 14,859,375.60 Contracts for Experts and Investigators Services Provided Calculation hours and rate Total State Grant Local Share Other Funding Sources Total Investigators $100 per hr x 750 hrs 75,000.00 Experts Experts paid at MIDC grant manual rate, other than exceptional circumstances where higher market rate is necessary to ensure effective defense representation.525,000.00 Category Summary 600,000.00 600,000.00 0.00 0.00 600,000.00 Contracts for Construction Projects Services Provided Calculation Total State Grant Local Share Other Funding Sources Total 52-2 District Court Renovation of spaces within the 52-2 District Court to create a confidential meeting space for in-custody defendants. Costs included in quote for construction, materials, electrical, mechanical, plumbing, and design, including inflationary contingency.393,484.68 Oakland County Campus Renovation of spaces within the North Office Building to create a sattelite office for the Public Defender's Office. Costs included in quote for construction, materials, electrical, mechanical, plumbing, and design, including inflationary contingency. Category Summary 393,484.68 393,484.68 0.00 0.00 393,484.6800 Contracts Other Services Provided Calulation Total State Grant Local Share Other Funding Sources Total This plan converts our entire system to paying hourly rates that are at, or above, the minimum Standard 8 rate. This includes any shift rates, which are set as a factor of the Standard 8 rate (i.e., a three hour arraignment shift is paid at $360). We believe that it is extremely important for our system to set competitive rates in some felony cases which are above the minimum Standard 8 rate to ensure that we continue to attract and retain talented attorneys in a County which contains some of the highest paid attorneys in the entire State. We also firmly believe that our felony rates need to be structured so that there is an incentive for attorneys to accept appointments for capital cases and Category 2 (statutory max more than 5 years) cases. If the separation between capital and non-capital cases is only $12/hour, that does not entice attorneys to take on all of the responsibilities that come with a capital case appointment, and ultimately harms our system. So too, if Category 2 cases, which include difficult CSC 2nd and 3rd degree cases, are paid the same as other non-capital cases, attorneys have no incentive to take those higher level cases. This is why we are proposing a rate of $192/hour for capital cases, $144 for Category 2 and Habitual 4th cases, $132 for Category 3 and 4 felony cases, and $120 for misdemeanor cases. This puts our capital case fee close, but still less than, the rate paid to federal appoitned defense counsel, and it ensures that any habitual 4th cases where the maximum penalty on the habitual is life are paid slightly above the Standard 8 minimum for capital cases. We have budgeted the same amount of investigator hours for FY24 as we have in our FY23 budget,but with an hourly rate increase to $100 per the MIDC grant manual.Given the fact that we expect to see a significant number of Parks and Poole cases come up for resentencing in FY24,we believe that an expert budget of $525,000 is appropriate. Defender Data License fee for DefenderData case management system in the PD Office. $30/month/user, planned at 13 users to account for expansion of PD Office in FY24 4,680.00 Legal Research Service LexisNexis LexisNexis subscription for all PD Office employees and Chief Attorney of IDSO, as an addendum to Oakland County's existing blanket contract with LexisNexis. Rate of $470/month for 12 months.5,640.00 Category Summary 10,320.00 10,320.00 0.00 0.00 10,320.00 Equipment Vendor Calculation Total State Grant Local Share Other Funding Sources Total MFD Printer/Copier/Scanner puchase for public defender employees Info Tech Dept/Applied Imaging One multi-function device ordered pursuant to existing County contract to give the sattelite PD office in Pontiac copying/printing/scanning capability which is equivalent to the Prosecutor's Office in capability.5,000.00 Category Summary 5,000.00 5,000.00 0.00 0.00 5,000.00 Training/Travel Vendor Calculation Total State Grant Local Share Other Funding Sources Total Attorney Bar Dues State Bar of Michigan Membership Dues for IDSO Chief Attorney and PD office attorneys (9 attorneys x $425.38)3,828.42 Oakland County CLE Training and Tracking Oakland County Bar Association $25,000 Annual Administrative Cost Fee and $150,000 fixed amount based on up to 500 attorneys 175,000.00 Yearly subscription to SADO Criminal Law Resource Center SADO $75 per attorney providing indigent defense services on the 6th Circuit and 52nd District attorney rosters, up to 275 attorneys.20,625.00 Private Investigator License State of Michigan License fee for private investigator.750.00 NAPD Licenses National Association of Public Defenders License for all attorneys in PD Office and Chief Attorney of IDSO, which is $40/year/user 360.00 Employee Mileage Paid directly to employees who are required to travel from their main work location to court at the prevailing IRS mileage rate. Employees are not paid for travel to their main work location. Total calculation is an estimate based on a 10% calculation of the current OCPO budget for assistant prosecutor mileage for FY23, which is $35,250 3,525.00 Category Summary 204,088.42 204,088.42 0.00 0.00 204,088.42 Supplies/Services Vendor Calculation Total State Grant Local Share Other Funding Sources Total Transcripts/FOIA Various Court Reporters and attorneys Cost based on historical spending on transcript reimbursement to assist indigent defense counsel and including miscellaneous reimbursement to attorneys for necessary FOIA requests and other miscellaneous needs to assist clients.45,000.00 Intepreter Fees Various certified foreign language interpreters Fees to allow PD office attorneys to have an interpreter for out of court meetings in situations not covered by the court's language plan.1,000.00 Zoom License Zoom Full Zoom license for PD Office 150.00 Office Supplies/Postage Notes: Office supplies, metered and standard mailing postage, copy paper Based on $265/employee/year cost as compared to other departments, multiplied by 21 employees of IDSO and PD Office.5,565.00 Indigent Defense Office Copy Cost Fees Applied Imaging, paid through Info Tech Dept Cost for copying and printing in the Indigent Defense Services and Public Defender's Offices. Standard copy/print rates are $0.03 for B&W and $0.08 for color. Estimated 5,000 monthly B&W and 1,000 monthly color.2,760.00 Computer equipment purchase for public defender employees (laptop, docking station, extra monitor)Dell (computer vendor), paid through Info Tech Dept 2 @ $1,893.93 3,787.86 Phone equipment purchase for public defender employees Phone equipment provider, paid through Info Tech Dept 4 @ $128.20 512.80 Telephone Ongoing Cost - Office line for all non- attorney and non-investigator employees of the IDSO and PD Office Telephone service provider, paid through IT Dept.12 @ $420/year 5,040.00 Cellular Phone Charges for all attorneys in IDSO and PD Office, Investigator, and Social Worker Telephone service provider, paid through IT Dept.11 @ 540 5,940.00 Polycom Warranty and Maintenance AVI-SPL, LLC (formerly SKC) Cost to maintain user licenses for Polycom system and warranty/maintenance service on corresponding Polycom units and backup bridges.35,046.85 OCJ Three (3) Cellular/IT Op monthly ongoing costs Telephone service provider, paid through IT Dept. 3 iPads x 58.00 x 12 months. iPad acuisitions for Standard 2 and 4 implementation in OCJ.2,088.00 Category Summary 106,890.51 106,890.51 0.00 0.00 106,890.51 Data Collection Vendor Calculation Total State Grant Local Share Other Funding Sources Total Category Summary 0.00 0.00 0.00 0.0000 Compliance Planning Costs Vendor Calculation Total State Grant Local Share Other Funding Sources Total Category Summary 0.00 0.00 0.00 0.0000 Budget Total 19,953,740.39 18,070,119.65 1,883,620.74 0.00 19,953,740.39 FICA 174,265.45 Retirement 565,166.78 Disability 36,447.68 Unemployment 2,277.98 Group Life/Accident 5,922.75 Workers Compensation 24,146.59 Fringe Benefits for OT Salaries 2,776.07 811,003.28 Medical/Dental/Optical Insurance 345,485.00 MIDC FY24 COMPLIANCE PLAN Page 1 Submit all documents via EGRaMS. Questions or concerns, please email your Regional Manager The FY24 compliance plan and cost analysis is due no later than April 26, 2023 Submitter Information Funding Unit(s)/System Name: Oakland County Submitted By (include name, title, email address and phone number): Pete Menna, Chief Attorney, Indigent Defense Services Office. mennap@oakgov.com, 248-858-1619 Date: Signature: __________________________________________________________ Please identify the following points of contact (include name, title, email address and phone number): Authorizing official who will sign the contract: David Woodward, Chairperson, Oakland County Board of Commissioners Mailing address for authorizing signatory:________________________________ _________________________________ Primary point of contact for implementation and reporting: Pete Menna Financial point of contact: Pete Menna and/or Kym Coy Please identify any other person in the system who should receive communications from MIDC about compliance planning and reporting, including name, title, and email address: Delivery System Model MIDC FY24 COMPLIANCE PLAN Page 2 Submit all documents via EGRaMS. Questions or concerns, please email your Regional Manager The FY24 compliance plan and cost analysis is due no later than April 26, 2023 1. What type of indigent defense delivery system do you have currently? (indicate all that apply): •Public Defender Office (county employees) xx •Public Defender Office (non-profit/vendor model) •Managed Assigned Counsel System xx Name of MAC Attorney Manager and P#: Pete Menna, P72671 •Assigned Counsel System •Contract Defender System •Regionalized system or coordination with other trial court funding units If you are unsure about your type of indigent defense delivery system, more information can be found in MIDC’s report entitled Delivery System Reform Models (2016), posted here: https://michiganidc.gov/resources. Questions can also be directed to your MIDC Regional Manager. 2. Are you proposing to change your type of indigent defense delivery system for next year? Please respond Yes or No. No 3. If you are changing your indigent defense delivery system, what model do you plan to use next year? Standard 1 MIDC FY24 COMPLIANCE PLAN Page 3 Submit all documents via EGRaMS. Questions or concerns, please email your Regional Manager The FY24 compliance plan and cost analysis is due no later than April 26, 2023 Training of Attorneys 4. Number of attorneys who accept adult criminal defense assignments as of October 1, 2021 ________________________________ 5. Number of attorneys with less than 2 years of Michigan criminal defense experience as of October 1, 2021 ______________________________________ In EGrAMS the cost analysis, please include a list of names and P#s of all the attorneys who accept adult criminal defense case assignments in your system, including conflict counsel and counsel for youths charged as adults. 6. What is your plan for training attorneys with less than 2 years of Michigan criminal defense experience? OCBA to arrange basic skills course 7.Please describe your system’s training plan, including how compliance will be tracked for reporting requirements:. Will you require your attorneys to submit attendance directly through the MIDC’s continuing legal education database provider, CE Broker? Please respond Yes or No. No If no, please describe how attendance will be tracked and reported to the MIDC: Tracked by OCBA per contract 8. If an attorney does not complete the required training, how will the system address the noncompliance? Attorney will be removed from list. 9. Any changes in your funding needs from the prior year for Standard 1? Please respond Yes or No. No If yes, please describe in the cost analysis. MIDC FY24 COMPLIANCE PLAN Page 4 Submit all documents via EGRaMS. Questions or concerns, please email your Regional Manager The FY24 compliance plan and cost analysis is due no later than April 26, 2023 Standard 2 Initial Client Interviews 10. The MIDC Standards now require the selection and assignments of attorneys to be done independently from the judiciary. How and when are defense attorneys notified of new assignments? Via electronic database notification, within 24 business hours of receiving attorney request form from the applicable court. 11. How are you verifying that in-custody attorney client interviews occur within three business days? By reviewing attorney vouchers where they must indicate when the initial interview occurred. 12. How are you verifying attorneys’ introductory communications with out-of- custody clients? Same as #11 13. How are you compensating attorneys for conducting initial interviews? Please include whether you intend to compensate attorneys differently for in-custody and out-of-custody interviews. Hourly at Standard 8 rate. 14. Any changes in your funding needs from the prior year for Initial Interviews? Please respond Yes or No. Yes If yes, please describe in the cost analysis. MIDC FY24 COMPLIANCE PLAN Page 5 Submit all documents via EGRaMS. Questions or concerns, please email your Regional Manager The FY24 compliance plan and cost analysis is due no later than April 26, 2023 Confidential Meeting Spaces 15. How many confidential meeting spaces are in the jail? 28 16. What is the TOTAL amount of confidential meeting spaces in the courthouse? 17 17. How many confidential meeting spaces in the courthouse are for in-custody clients? Please describe these spaces. 5 18. How many confidential meeting spaces in the courthouse are for out-of-custody clients? Please describe these spaces. In the video arraignment room area of the OCJ there are 7 room that can be used for attorney interviews, 6 of which are equipped with Polycom technology to allow for remote interviews and arraignments. There are also 21 other confidential meeting rooms in the OCJ that are used for attorney meetings. Confidentiality is assured for virtual meetings by moving inmates out of their cell and into a private meeting room when participating in an attorney meeting. The Circuit Court has 2 in-custody confidential meeting rooms, and three divisions of the 52nd District Court (52-1, 52-3, and 52-4) each have 1 in-custody confidential meeting room for a total of 3. The 52-2 District Court received a waiver for in-custody meeting space from the MIDC in FY2019 due to the limitations and costly construction required on a space that is leased, not owned by the County. However, the 52-2 does provide semi-confidential space for in- custody interviews. Also, with many of the court still operating many hearings virtually, there is opportunity for an attorney to be placed in a confidential breakout room with their client as well in those situations. MIDC FY24 COMPLIANCE PLAN Page 6 Submit all documents via EGRaMS. Questions or concerns, please email your Regional Manager The FY24 compliance plan and cost analysis is due no later than April 26, 2023 19. Any changes from the prior year’s compliance plan for your confidential meeting spaces? Please respond Yes or No. Yes If Yes, please describe the proposed changes. Creation of confidential in-custody meeting space in 52-2 as outlined in cost analysis. 20. Any changes from the prior year’s funding needs for confidential meeting spaces? Please respond Yes or No. Yes If yes, please describe in the cost analysis. Standard 3 Experts and Investigators 21. The MIDC Standards now require approval of expert and investigative assistance to be independent from the judiciary. Describe the process of how attorneys request expert witness assistance for their indigent clients: Request forms for experts and investigators have been distributed to all roster attorneys and are available on the IDSO's website. Attorneys submit these requests directly to the Chief Attorney of the IDSO, and requests are typically reviewed and decided within 24-48 hours. In the event the Chief Attorney denies a request, the attorney MIDC FY24 COMPLIANCE PLAN Page 7 Submit all documents via EGRaMS. Questions or concerns, please email your Regional Manager The FY24 compliance plan and cost analysis is due no later than April 26, 2023 has the option to appeal the denial to the Oakland County Criminal Assignment Committee. 22. Any change from the prior year’s process to request expert witness assistance? Please respond Yes or No. No If yes, please explain the change: 23. Describe the process of how attorneys request investigative assistance: Request forms for experts and investigators have been distributed to all roster attorneys and are available on the IDSO's website. Attorneys submit these requests directly to the Chief Attorney of the IDSO, and requests are typically reviewed and decided within 24-48 hours. In the event the Chief Attorney denies a request, the attorney has the option to appeal the denial to the Oakland County Criminal Assignment Committee. 24. Any change from the prior year’s process to request investigative assistance? Please respond Yes or No. No If yes, please explain the change: 25. How are attorney requests (whether approved or denied) for experts and investigators tracked by the system? Please include approved and denied requests. By the chief attorney via spreadsheet. 26. Any change from the prior year’s funding needs for Standard 3? Please respond Yes or No. Yes If yes, please describe in the cost analysis. MIDC FY24 COMPLIANCE PLAN Page 8 Submit all documents via EGRaMS. Questions or concerns, please email your Regional Manager The FY24 compliance plan and cost analysis is due no later than April 26, 2023 Standard 4 Counsel at First Appearance and Other Critical Stages 27. The MIDC Standards now require the selection and assignments of attorneys to be done independently from the judiciary. How are you providing counsel at first appearance and all arraignments? Please provide detail for circuit and district court coverage. The IDSO is responsible for assigning attorneys on a rotational basis for all first- appearances/arraignments. The IDSO is a County Executive division which is completely independent of the Judiciary. There is an arraignment attorney scheduled each week day at each of the four divisions of the 52nd District Court to handle scheduled and walk-in arraignments. There are multiple arraignment attorneys scheduled each weekday to represent defendants who are being arraigned from the Oakland County Jail in all of the Oakland County District Courts. There is an attorney appointed each weekday to handle Circuit Court bench warrant arraignments. There is an attorney appointed each Saturday and Sunday to handle arraignments under the 52nd District Court's weekend arraignment program. 28. How are you providing counsel at all other critical stages? Please provide details: The IDSO appoints individual attorneys in a rotational basis to represent defendants charged with felonies at all other critical stages. The IDSO uses a "house counsel" model to appoint attorneys to represent defendants charged with misdemeanors in the 52nd District Court, with some misdemeanor cases receiving an individual attorney appointment if required by the needs of the case. 29. How are you compensating attorneys for Standard 4? Please provide detail for compensating counsel at first appearance and compensating counsel at all other critical stages. Hourly at Standard 8 rate. MIDC FY24 COMPLIANCE PLAN Page 9 Submit all documents via EGRaMS. Questions or concerns, please email your Regional Manager The FY24 compliance plan and cost analysis is due no later than April 26, 2023 30. Do you have a prison in your County? How is counsel provided to people charged with crimes while incarcerated in the prison? Do you seek reimbursement for the cost of counsel from the Michigan Department of Corrections?No 31. Are there or will there be any misdemeanor cases where your court accepts pleas without the defendant appearing before a magistrate or a judge? For example, pleas by mail, over the counter pleas, pleas online, etc. Please answer Yes or No.Yes 32. Describe how counsel is offered to a defendant making a plea who does not appear before a magistrate or judge: In order to accept a plea by mail/counter/online, etc., the 52nd District Court requires a defendant wanting to enter such a plea to complete the SCAO form which advises the defendant of their right to an attorney. If the defendant wishes to be represented by an attorney the court does not accept the plea and sets the case for a hearing date at which an attorney is appointed to represent the defendant. 33.Any change from the prior year’s attorney compensation for Standard 4? Please respond Yes or No. Yes If yes, please describe in the cost analysis. 34. Any change from the prior year’s funding needs for Standard 4? Please respond Yes or No. If yes, please describe in the cost analysis. Yes Standard 5 MIDC FY24 COMPLIANCE PLAN Page 10 Submit all documents via EGRaMS. Questions or concerns, please email your Regional Manager The FY24 compliance plan and cost analysis is due no later than April 26, 2023 The MIDC Standards now require independence from the court including the selection and assignment of attorneys, attorney compensation and approval of requests for expert and investigative assistance. 35.How will attorneys be selected to provide adult indigent criminal defense services in your indigent defense system? Please describe any eligibility requirements needed by the attorneys as well as the selection process: Selected by IDSO based on applicable category. 36. Will the selection process be facilitated by a committee of stakeholders? If so, please list the titles of participating officials, agencies, or departments as appropriate. Criminal assignment committee determines category eligibility for felony attorneys. 37. Who will approve an attorney’s eligibility to receive assigned cases? IDSO 38. Who will assign work to the attorneys in the indigent defense system? Please include the person’s name, title, employer and/or supervisor. Pete Menna, Chief Attorney, IDSO. 39. Who will review and approve attorney billing? IDSO staff 40. Who will approve requests for expert and investigative assistance? Chief Attorney, IDSO 41. Who will review and approve expert and investigative billing? Chief Attorney, IDSO 42. What is your appeal process to resolve any potential conflicts between the assigned attorney and the person(s) assigning casework? Appeal to criminal assignment committee. MIDC FY24 COMPLIANCE PLAN Page 11 Submit all documents via EGRaMS. Questions or concerns, please email your Regional Manager The FY24 compliance plan and cost analysis is due no later than April 26, 2023 43. What is your appeal process to resolve any potential conflicts between the assigned attorney and the person(s) or reviewing/approving billing? If there is a conflict between the assigned attorney and any IDSO employee, the conflict will be mediated and resolved by the Chief Attorney of the IDSO. If there is a conflict between the assigned attorney and the Chief Attorney of the IDSO, the conflict will be mediated and resolved by the Criminal Assignment Committee. 44. What is your appeal process to resolve denied or partially denied requests for expert or investigative assistance? If the Chief Attorney denies a request in whole or in part, the attorney may appeal the denial to the Criminal Assignment Committee, which will hold a special meeting within 10 days after receipt of the appeal. The Chief Attorney will recuse him/herself from voting on the issue under appeal, and it will be decided by the 5 attorney voting members of the Committee. Determining Indigency, Contribution, Reimbursement 45.Will judges and/or court staff conduct all indigency screening in every proceeding? Please answer Yes or No. Yes If no, who will screen for indigency? Is this screener the Appointing Authority? If the screener is not the Appointing Authority, does the Appointing Authority oversee the screening process? Briefly describe your process for screening for indigency. What is the process for appealing a determination that a person does not qualify for appointed counsel? 46.Are you designating an Appointing Authority to conduct indigency screening for purposes of MCR 6.005(B)? No 47.In cases where contribution is appropriate, who is going to make request with the court for contribution? N/A MIDC FY24 COMPLIANCE PLAN Page 12 Submit all documents via EGRaMS. Questions or concerns, please email your Regional Manager The FY24 compliance plan and cost analysis is due no later than April 26, 2023 48.In cases where contribution is appropriate, what is your process for determining the amount that a person should contribute during the pendency of the case to their defense? N/A 49.What is your process for obtaining contribution?N/A 50.What is the process for challenging a request for contribution? N/A 51.Do your courts/judges order reimbursement for attorney fees at the conclusion of a case? Please answer Yes or No. The County’s policy is that Judges should not order attorney fee reimbursement on indigent defense cases. Attorney Compensation 52.The MIDC Standards set minimum hourly rates for roster attorneys accepting assignments in adult criminal cases. Are roster attorneys (not full time employees of a public defender office) paid on an hourly basis? Please answer Yes or No. Yes If yes [hourly rates are paid], is there any cap or maximum on the hours that can be billed? Please answer Yes or No. No If yes, please explain. If no [hourly rates are not paid], please describe how attorneys are compensated (flat rate contract, event based, shift coverage, etc). Are attorneys compensated based on caseloads and does the compensation account for increases or decreases in caseload size? What other factors were considered in arriving at the payment? Are attorneys able to seek extraordinary compensation? MIDC FY24 COMPLIANCE PLAN Page 13 Submit all documents via EGRaMS. Questions or concerns, please email your Regional Manager The FY24 compliance plan and cost analysis is due no later than April 26, 2023 How do attorneys seek reimbursement for case-related expenses? How will your system demonstrate that the compensation is equivalent to the MIDC minimum hourly rates? (type of invoicing, etc). 53.All roster attorneys should be provided regular, periodic payments. How often are attorney invoices processed and paid? At resolution of case In lengthy cases, is periodic billing and payment during the course of representation allowed? Yes Personnel In the cost analysis, please provide detail about all personnel employed by the funding unit. This should include DIRECT SERVICE PROVIDERS (Public Defender Chief, Deputy Chief, Assistant Defenders, and staff of the defender office employed by the system) as well as ANCILLARY STAFF (court clerks, sheriff employees, etc.) Ancillary Staff 54. In limited circumstances, the MIDC can fund some other system staffing needs if required to implement one of the MIDC standards. These requests are evaluated each year. 55. Do you have any ancillary staff? Please answer Yes or No. Yes If yes, what standard(s) or reporting needs do they meet? The ancillary staff as outlined in the cost analysis are necessary to meet the requirements of Standard 2 and Standard 4. See the cost analysis for more information. MIDC FY24 COMPLIANCE PLAN Page 14 Submit all documents via EGRaMS. Questions or concerns, please email your Regional Manager The FY24 compliance plan and cost analysis is due no later than April 26, 2023 If yes, how are you tracking time for ancillary staff? The work duties of ancillary staff are strictly limited to the job functions related to the facilitation of MIDC Standard 2 (confidential meetings between counsel and indigent defendants) and Standard 4 (counsel at arraignment and other critical stages) as described in the cost analysis. The time tracking process for the grant funded Corrections Deputy positions in the OCJ is made through the Kronos application, and the time tracking system for Community Corrections Specialists is through the Workday application, verified by the Supervisors of those employees. 56. For existing ancillary staff, are there any personnel positions/hours eliminated, reduced or increased from the prior year? Please answer Yes or No. No If yes, please explain in the cost analysis. 57. Are any additional ancillary staff positions or hours requested from the prior year? Please answer Yes or No. No If yes, please explain in the cost analysis. Reimbursement Costs for Creating Plan An indigent criminal defense system may submit to the MIDC an estimate of the cost of developing a plan and cost analysis for implementing the plan under MCL 780.993(2). Please attach documentation of planning time for FY24, if seeking reimbursement under this provision. Are you requesting reimbursement of planning costs?  Yes |  No XX If yes, do you have receipts showing that non-funding unit employees have been paid?  Yes |  No What is the amount you are seeking in reimbursement? $_______________________ MIDC FY24 COMPLIANCE PLAN Page 15 Submit all documents via EGRaMS. Questions or concerns, please email your Regional Manager The FY24 compliance plan and cost analysis is due no later than April 26, 2023 Costs Associated with Data Collection The MIDC shall fund reasonable costs associated with data required to be collected under the MIDC Act that is over and above the local unit of government's data costs for other purposes pursuant to MCL 780.993 (10). Are you requesting funding for costs associated with data collection?  Yes |  No XX If yes, please describe (cost for case management system, hiring personnel, etc.) What is the amount you are seeking for this funding? $_______________________ Reminders ✓You must also complete a cost analysis. ✓In order to complete your application, you must update or confirm the list of the attorneys providing services with P numbers. ✓If applicable, you must submit documentation supporting your request under MCL 780.993(2) for reimbursement for the cost of compliance planning. GRANT REVIEW SIGN-OFF – Indigent Defense Services Office GRANT NAME: FY2024 MIDC Grant FUNDING AGENCY: MIDC DEPARTMENT CONTACT PERSON: Pete Menna 248-858-1619 STATUS: Application (Greater than $50,000) DATE: 03/23/2023 Please be advised the captioned grant materials have completed internal grant review. Below are the returned comments. The Board of Commissioners’ liaison committee resolution and grant application package (which should include this sign- off and the grant application with related documentation) may be requested to be placed on the agenda(s) of the appropriate Board of Commissioners’ committee(s) for grant acceptance by Board resolution. DEPARTMENT REVIEW Management and Budget: Approved –Sheryl Johnson (03/23/2023) Human Resources: Approved by Human Resources. Request to create two FTE positions but will not require HR action until the Grant Award is received. – Heather Mason (03/22/2023) Risk Management: Approved. No insurance requirements detailed in the documents – Robert Erlenbeck (03/22/2023) Corporation Counsel: APPROVED – Mary Ann Jerge (03/23/2023) Oakland County Indigent DefenseApril 12, 2023 State Law There is a state statute called the Michigan Indigent Defense Commission (MIDC) Act The MIDC is a branch of state government, under the Department of Licensing and Regulatory Affairs; The MIDC proposes state-wide standards regarding the provision of indigent defense services; All indigent defense “systems” must comply with the standards, and they receive grant funding from the state in order to do so. Our “System” The word “System” has a specific meaning under the MIDC Act. The definition is tied to the concept of funding units. Oakland County’s “system” includes the 6th Circuit Court and the 52nd District Court, because those are the courts funded by the County. Our “System” The County is responsible for providing indigent defense services within our System. This means that we must provide an appointed lawyer to anyone who cannot afford one in the following categories of cases: All felony cases in the County, regardless of in which District Court they originate; All misdemeanor cases in any of the 4 divisions of the 52 nd District Court. Appointment Stats Approximate monthly appointment numbers: 20 capital felony appointments; 350 non-capital felony appointments; 125 felony probation violation appointments; 250 misdemeanor appointments. We also provide attorneys daily in each of the 52nd District Courts, and in the Oakland County Jail, to handle arraignments. Experts/Investigators Our System provides funding to appointed attorneys to obtain assistance from expert witnesses or private investigators in their cases. Investigators: FY22 – 34 requests, $34,000 committed; FY23 to date – 37 requests, $34,000 committed. Experts: FY22 – 45 requests, $150,000 committed; FY23 to date – 33 requests, $92,000 committed. MIDC Standard 5 Until Fall of 2021, all of these appointment functions were controlled directly by the Courts. The County created the Indigent Defense Services Office in September of 2021 to comply with MIDC Standard 5, which required all appointment functions to be “independent from the judiciary.” Appointment Process History: Independent contractor attorney roster; Roster consists of about 175 attorneys. Future: “Hybrid” model; Percentage of cases assigned to attorney roster; Percentage of cases assigned to in-house Public Defender’s Office. Public Defender’s Office Caseload relatively small at outset: 5-10% of overall System caseload. Strategic utilization of PD Office: Not just a random percentage of caseload; Assign PD Office in specific areas of our System with heightened concern for quality representation. Intend to develop a holistic defense model, which includes social workers and connects to ancillary services. Grant Process Each year we are legally required to submit a Compliance Plan and Cost Analysis to the MIDC. This tells the MIDC how we intend to comply with the Indigent Defense Standards, and what we believe it will cost to do so. These are subject to further negotiation with the MIDC, and certain items may be modified prior to final approval. Grant Process Assuming the MIDC approves our submission: State would give us a grant for FY24 in the amount of approximately $18,000,000. County is legally required to contribute its “local share” which for FY24 will be $1,883,620.74. We submit quarterly compliance reports to the MIDC, and any unused funds at the end of the year are deducted from next year’s grant amount. System Budget The total system budget (grant amount plus local share) pays for all of the following: Attorney fees owed to independent contractor attorneys; Expert and investigator fees; Employees of IDSO (10); Employees of PD Office (12); Ancillary employees (3); Continuing Legal Education for appointed attorneys. MIDC Standard 8 Major change for FY24 – all payments to independent contractor attorneys will be based on an hourly itemization. Historically, Oakland County has used “flat fee” payments for almost all of the cases in our System. Flat fees are a disincentive to do extra work, and eliminating them will bring a major change to our System and systems across the State. Proposed Hourly Rates Misdemeanors - $120/hour Low-Severity Felonies - $132/hour High-Severity Felonies - $144/hour Capital Felonies - $192/hour These are higher than the MIDC’s minimum allowable rates, but we believe they are appropriate for our area, where attorneys are some of the highest paid in the State. Questions? This has been a general overview and has not covered every detail of our System. I am always available to answer questions: mennap@oakgov.com