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HomeMy WebLinkAboutResolutions - 2023.05.11 - 38198 AGENDA ITEM: Approval of 2023 County Tax Levies DEPARTMENT: Management and Budget MEETING: Board of Commissioners DATE: Thursday, May 11, 2023 6:00 PM - Click to View Agenda ITEM SUMMARY SHEET COMMITTEE REPORT TO BOARD Resolution #2023-2818 _ 23-81 Motion to adopt the attached suggested resolution. ITEM CATEGORY SPONSORED BY Resolution Gwen Markham INTRODUCTION AND BACKGROUND Resolution to authorize 2023 county tax levies for General Operating, Parks and Recreation, and Public Transportation activities. 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 Kyle Jen, Director Management & Budget-APP ITEM REVIEW TRACKING Gwen Markham, Board of Commissioners Created/Initiated - 5/16/2023 David Woodward, Board of Commissioners Approved - 5/16/2023 David Coulter, Executive's Office Approved - 5/16/2023 Lisa Brown, Clerk/Register of Deeds Final Approval - 5/16/2023 AGENDA DEADLINE: 05/11/2023 6:00 PM ATTACHMENTS 1. County 2023 L4029 DRAFT COMMITTEE TRACKING 2023-05-03 Finance - Recommend to Board 2023-05-11 Full Board - Adopted Motioned by: Commissioner Angela Powell Seconded by: Commissioner Robert Hoffman Yes: David Woodward, Michael Spisz, Michael Gingell, Penny Luebs, Karen Joliat, Kristen Nelson, Christine Long, Robert Hoffman, Philip Weipert, Gwen Markham, Angela Powell, Janet Jackson, Gary McGillivray, William Miller III, Yolanda Smith Charles, Charles Cavell, Brendan Johnson, Ajay Raman (18) No: None (0) Abstain: None (0) Absent: Marcia Gershenson (1) Passed May 11, 2023 RESOLUTION #2023-2818 _ 23-81 Sponsored By: Gwen Markham Management and Budget - Approval of 2023 County Tax Levies Chair and Members of the Board: WHEREAS Oakland County voters have approved three County property tax levies: a levy to support Oakland County Operating activities approved on August 8, 1978; a levy to support Oakland County Parks and Recreation activities approved on November 3, 2020; and a levy to support Oakland County Public Transportation activities approved on November 8, 2022; and WHEREAS these levies are consistent with Michigan Law (MCL 211.34d), the "Headlee Amendment"; and WHEREAS no “Headlee” rollback is required for 2023 due to adjusted growth in total county taxable value being lower than the applicable Inflation Rate Multiplier published by the Michigan Department of Treasury; and WHEREAS the maximum allowable tax rates for 2023 are therefore the same as those for 2022: 3.9686 mills for Operating, 0.3431 mills for Parks and Recreation, and 0.9500 mills for Public Transportation; and WHEREAS after taking into account tax increment financing offsets and estimated delinquent taxes, those millage rates are estimated to generate approximately $289.1 million to support fiscal year 2023 Operating activities, $25.0 million to support fiscal year 2024 Parks and Recreation activities, and $69.2 million to support fiscal year 2024 Public Transportation activities; NOW THEREFORE BE IT RESOLVED that Supervisors of the various townships and Assessing Officers of the various cities of Oakland County are authorized and directed to spread on their respective township or city tax rolls for the 2023 July levy, a tax rate of 3.9686 mills for Oakland County Operating activities, to be applied to the 2023 Taxable Value of all property located within their respective jurisdictions. BE IT FURTHER RESOLVED that Supervisors of the various townships and Assessing Officers of the various cities of Oakland County are authorized and directed to spread on their respective township or city tax rolls for the 2023 December levy, a tax rate of 0.3431 mills for Oakland County Parks and Recreation activities and a tax rate of 0.9500 for Oakland County Public Transportation activities, to be applied to the 2023 Taxable Value of all property located within their respective jurisdictions. BE IT FURTHER RESOLVED that the Oakland County Board of Commissioners authorizes execution of the Michigan Department of Treasury L-4029 2023 Tax Rate Request form by signature of the Chairperson of the Board of Commissioners. BE IT FURTHER RESOLVED that updated revenue estimates based on these levies will be incorporated into the County budget as part of the FY 2024-2026 budget process. Chair, the following Commissioners are sponsoring the foregoing Resolution: Gwen Markham. Date: May 16, 2023 David Woodward, Commissioner Date: May 16, 2023 David Coulter, Oakland County Executive Date: May 16, 2023 Lisa Brown, County Clerk / Register of Deeds COMMITTEE TRACKING 2023-05-03 Finance - Recommend to Board 2023-05-11 Full Board - Adopted Motioned by Commissioner Angela Powell seconded by Commissioner Robert Hoffman to adopt the attached Resolution: Approval of 2023 County Tax Levies. Yes: David Woodward, Michael Spisz, Michael Gingell, Penny Luebs, Karen Joliat, Kristen Nelson, Christine Long, Robert Hoffman, Philip Weipert, Gwen Markham, Angela Powell, Janet Jackson, Gary McGillivray, William Miller III, Yolanda Smith Charles, Charles Cavell, Brendan Johnson, Ajay Raman (18) No: None (0) Abstain: None (0) Absent: Marcia Gershenson (1) Passed ATTACHMENTS 1. County 2023 L4029 DRAFT STATE OF MICHIGAN) COUNTY OF OAKLAND) I, Lisa Brown, Clerk of the County of Oakland, do hereby certify that the foregoing resolution is a true and accurate copy of a resolution adopted by the Oakland County Board of Commissioners on May 11, 2023, with the original record thereof now remaining in my office. In Testimony Whereof, I have hereunto set my hand and affixed the seal of the Circuit Court at Pontiac, Michigan on Thursday, May 11, 2023. Lisa Brown, Oakland County Clerk / Register of Deeds ORIGINAL TO: County Clerk(s) Michigan Department of Treasury COPY TO: Equalization Department(s)L-4029 614 (Rev. 1-23)COPY TO: Each township or city clerk 2023 Tax Rate Request (This form must be completed and submitted on or before September 30, 2023) MILLAGE REQUEST REPORT TO COUNTY BOARD OF COMMISSIONERS Carefully read the instructions on page 2. This form is issued under authority of MCL Sections 211.24e, 211.34 and 211.34d. Filing is mandatory; Penalty applies. County(ies) Where the Local Government Unit Levies Taxes 2023 Taxable Value of ALL Properties in the Unit as of 5-22-2023. OAKLAND Local Government Unit Requesting Millage Levy For LOCAL School Districts: 2023 Taxable Value excluding Principal Residence, Qualified Agricultural, Qualified Forest, Industrial OAKLAND COUNTY Personal and Commercial Personal Properties if a millage is levied against them. You must complete this form for each unit of government for which a property tax is levied. Penalty for non-filing is provided under MCL Sec 211.119. The following tax rates have been authorized for levy on the 2023 tax roll. (8) (5)**(6)(7)Sec 211.34 (4)2022 2023 2023 Truth in (10)(11) Original Millage Rate Current Year Millage Rate Assessing or (9)Millage Millage (12) Millage Permanently "Headlee"Permanently Equalization Maximum Requested Requested Expiration (2)(3)Authorized Reduced by Millage Reduced by Millage Allowable to be to be Date of (1)Purpose of Date of by Election,MCL 211.34d Reduction MCL 211.34d Rollback Millage Levied Levied Millage Source Millage Election Charter, etc."Headlee"Fraction "Headlee"Fraction Levy*July 1 Dec. 1 Authorized Voted Operating 08/08/78 5.2600 3.9686 1.0000 3.9686 1.0000 3.9686 3.9686 Voted Parks & Rec 11/03/2020 0.3500 0.3431 1.0000 0.3431 1.0000 0.3431 0.3431 12/31/2029 Public Voted Transportation 11/08/22 0.9500 0.9500 1.0000 0.9500 1.0000 0.9500 0.9500 12/31/2031 Prepared by Telephone Number Title of Preparer Date CERTIFICATION: As the representatives for the local government unit named above, we certify that these requested tax levy rates have been reduced, if necessary to comply with the state constitution (Article 9, Section 31), and that the requested levy rates have also been reduced, if Local School District Use Only. Complete if requesting necessary, to comply with MCL Sections 211.24e, 211.34 and, for LOCAL school districts which levy a Supplemental (Hold Harmless) Millage,millage to be levied. See STC Bulletin 2 of 2023 for 380.1211(3).instructions on completing this section. Total School District Operating Clerk Signature Print Name Date Rates to be Levied (HH/Supp Secretary and NH Oper ONLY)Rate Chairperson Signature Print Name Date For Principal Residence, Qualified President Ag, Qualified Forest and Industrial Personal *Under Truth in Taxation, MCL Section 211.24e, the governing body may decide to levy a rate which will not exceed the maximum authorized For Commercial Personal rate allowed in column 9. The requirements of MCL 211.24e must be met prior to levying an operating levy which is larger than the base tax rate but not larger than the rate in column 9.For all Other ** IMPORTANT: See instructions on page 2 regarding where to find the millage rate used in column (5). 74,817,009,367 DRAFT