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HomeMy WebLinkAboutResolutions - 2024.12.12 - 41784 December 12, 2024 RESOLUTION #2024-4757 _ 24-85 Sponsored By: Gwen Markham Fiscal Services - Fiscal Year 2024 Year-End Report Chair and Members of the Board: WHEREAS all accounts have been posted and final adjustments made for Fiscal Year (FY) 2024, subject to any audit adjustments; and WHEREAS Statement #1 and #54 of the Governmental Accounting, Auditing and Financial Reporting Standards requires that encumbrances be treated as an assigned fund balance at the year-end and that such amounts be re-appropriated in the subsequent year in order to be available for expenditure; and WHEREAS the results of operations after consideration of expenditures, accruals, encumbrances, appropriations, carried forward, transfers, adjustments, and closing entries was a favorable variance compared to the amended budget for General Fund / General Purpose Funds; and WHEREAS the unaudited FY 2024 year-end General Fund / General Purpose balance is $293,631,652.41; and WHEREAS as noted in the Res. #2024-4505 Fiscal Year 2025 General Appropriations Act and 2025 County General Property Tax Rates that was adopted by the Board of Commissioners September 19, 2024, $2,000,000 is assigned for Secondary Township Road Repair Program for subdivision road repair programs in partnership with the Oakland County Road Commission; and WHEREAS as noted in the Res. #2024-4505 Fiscal Year 2025 General Appropriations Act and 2025 County General Property Tax Rates that was adopted by the Board of Commissioners September 19, 2024, $250,000 is assigned for CEED Small Business Loan Program; and WHEREAS $1,637,125.44 has been assigned for General Fund encumbrances obligated at the end of FY 2024; and WHEREAS $43,374.87 represents the Childcare Fund encumbrances obligated through the end of FY 2024; and WHEREAS the General Appropriations Act (Res.#2023-140) requires that appropriations accumulate at the following three summary levels of expenditures within each County Department and are deemed maximum authorization for expenditures: Personnel Expenditures, Operating Expenditures and Internal Support Expenditures. In reviewing the FY 2024 year-end financial reports, it was determined that budgets for General Fund/General Purpose departments for a number of line-items was not sufficient which caused the following to go over budget: Circuit Court, District Court, Prosecuting Attorney, Sheriff, Clerk/Register of Deeds, Water Resource Commissioner, Department of Health and Human Services, Economic Development, Emergency Management and Homeland Security, and Department of Public Communications. A budget amendment is recommended for FY 2024 to cover the shortages in Personnel, Operating and Internal Support expenditures. Most of these amendments were covered by Non-Department favorability and/or by the department’s favorability within their other controllable categories. While individual divisions may be over budget, the budget is controlled at the department level; and WHEREAS individual budget amendments reallocating budgets between line items including amendments to be recognized in the quarterly forecast as well as corrections to the budget are detailed in the attached Schedules A budget amendment; and WHEREAS all American Rescue Plan Act (ARPA) project fund balances for projects not completed shall be carried forward into FY 2025 in a subsequent quarterly forecast; and WHEREAS the County’s equity will be presented with the First Quarterly Forecast after the audit has been finalized; and WHEREAS the General Fund General Purpose carryforwards will be presented with the First Quarterly Forecast; and WHEREAS the Sheriff’s Office received donations totaling $35,614.00 for the following periods: March 2024 through June 2024 $22,106 and July 2024 through September 2024 $13,508; and WHEREAS Department of Public Services, Animal Shelter and Pet Adoption Center received donations for the period of July 2024 through September 2024 totaling $22,496.10; and WHEREAS Children’s Village Division received donations for the period of July 2024 through September 2024 totaling an estimated value of $11,017.09 of which $170 were cash donations; and WHEREAS Oakland County Department of Health and Human has recommended to write-off $150,884.95 as the amount is uncollectible for the period of July 2024 through September 2024; and WHEREAS Oakland County Information Technology has recommended to write-off totaling $1,117 as the amount is uncollectible for inactive accounts; and NOW THEREFORE BE IT RESOLVED that the Board of Commissioners accepts the report of operations for Fiscal Year 2024 and the results of operations by line-item after inclusion of expenditures, accruals, encumbrances, appropriations carried-forward, transfers, adjustments, and closing entries are approved. BE IT FURTHER RESOLVED that the FY 2024 – FY 2026 budgets be amended as detailed in the attached Schedule A. BE IT FURTHER RESOLVED that various line items in the FY 2024 General Fund/General Purpose Budgets be amended to include $1,637,125.44 in outstanding purchase orders (encumbrances) for the General Fund, $43,374.87 in outstanding purchase orders (encumbrances) for the Childcare Fund as detailed in the attached Encumbrance Schedule D. BE IT FURTHER RESOLVED that all ARPA project fund balances for projects not completed be re- appropriated in FY 2025. The budget amendments will be included in a subsequent quarterly forecast. BE IT FURTHER RESOLVED the General Fund General Purpose carryforwards will be included in the first quarter forecast. BE IT FURTHER RESOLVED the County’s equity will be presented in a subsequent quarterly forecast. BE IT FURTHER RESOLVED the General Fund Assignments be adjusted as detailed above. BE IT FURTHER RESOLVED that the donations be recognized in the various Restricted Funds. BE IT FURTHER RESOLVED those uncollectible charges be written off. Chair, the following Commissioners are sponsoring the foregoing Resolution: Gwen Markham. Date: December 12, 2024 David Woodward, Commissioner Date: December 13, 2024 Walt Herzig, Chief Deputy County Executive Date: December 16, 2024 Lisa Brown, County Clerk / Register of Deeds COMMITTEE TRACKING 2024-12-04 Finance - Recommend to Board 2024-12-12 Full Board - Adopt Motioned by Commissioner Linnie Taylor seconded by Commissioner Penny Luebs to adopt the attached Year End Report: Fiscal Year 2024 Year-End Report. Yes: David Woodward, Michael Spisz, Penny Luebs, Karen Joliat, Christine Long, Robert Hoffman, Philip Weipert, Gwen Markham, Angela Powell, Marcia Gershenson, William Miller III, Yolanda Smith Charles, Charles Cavell, Brendan Johnson, Ann Erickson Gault, Linnie Taylor (16) No: None (0) Abstain: None (0) Absent: Michael Gingell, Kristen Nelson, Ajay Raman (3) ATTACHMENTS 1. FY 2024 YEAR END REPORT - 11-27-2024 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 December 12, 2024, 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, December 12, 2024. Lisa Brown, Oakland County Clerk / Register of Deeds FY 2024 YEAR END REPORT TABLE OF CONTENTS Page RESOLUTION (including amendments) .................................................................................... 1 SCHEDULE OF BUDGET AMENDMENTS (SCHEDULE A’s) ................................................. 3 SCHEDULE OF OUTSTANDING PURCHASE ORDERS (ENCUMBRANCES) ..................... 12 SUMMARY OF GF/GP REVENUES AND EXPENDITURES BY DEPARTMENT .................. 14 FY 2024 YEAR END REVENUE EXPLANATIONS…………… ............................................... 15 Detailed sheets for each Department/Division showing variances for General Fund/General Purpose (GF/GP) revenue with explanation of variance. FY 2024 YEAR END EXPENDITURE EXPLANATIONS……………………. ........................... 21 Department summary sheets showing variances for General Fund/General Purpose (GF/GP) expenditures, with explanations of variance. PROPRIETARY FUND REPORTS .......................................................................................... 43 Summary of Revenues and Expenses with explanation of variances from Budget. DONATIONS ........................................................................................................................... 61 WRITEOFFS ............................................................................................................................ 78 f OAKIAND-; COUNTY MICHIGAN + R/E Fund Name Division Name Fund # (FND)Cost Center (CCN) # Account # (RC/SC) Program # (PRG) Grant ID (GRN) # Project ID # (PROJ) Region (REG) Budget Fund Affiliate (BFA) Ledger Account Summary Account Title FY 2024 Amendment FY 2025 Amendment FY 2026 Amendment E General Fund Circuit Court - Family FND10100 CCN3010403 SC730450 PRG121240 730000 Defense Atty Fees (122,996.00)$ -$ -$ E General Fund Circuit Court - Family FND10100 CCN3010403 SC730723 PRG121240 730000 Fees Guardian Ad Litem (317,962.00) - - E General Fund Circuit Court - Family FND10100 CCN3010403 SC730688 PRG121240 730000 Expert Witness Fee and Mileage (181,347.00) - - E General Fund Circuit Court - Civil/Criminal FND10100 CCN3010301 SC730688 PRG121130 730000 Expert Witness Fee and Mileage (7,140.00) - - E General Fund Circuit Court - Family FND10100 CCN3010403 SC774636 PRG121130 770000 Info Tech Operations 629,445.00 - - E General Fund Non-Departmental FND10100 CCN9090101 SC730359 PRG196030 730000 Contingency (72,630.30) - - E General Fund 52-1 Novi FND10100 CCN3020201 SC760160 PRG121020 760000 Furniture and Fixtures 35,591.93 - - E General Fund 52-1 Novi FND10100 CCN3020201 SC774636 PRG121020 770000 Info Tech Ops 37,038.37 - - E General Fund Elections Administration FND10100 CCN2010301 SC750126 PRG125000 750000 Election Supplies 61,000.00 - - E General Fund Elections Administration FND10100 CCN2010301 SC774636 PRG185010 770000 Info Tech Operations 314,900.00 - - E General Fund Non-Dept. Transfers FND10100 CCN9090101 SC730359 PRG196030 730000 Contingency (375,900.00) - - E General Fund Public Communications Administration FND10100 CCN1210101 SC774636 PRG181000 770000 Info Tech Operations 135,500.00 - - E General Fund Community Engagement FND10100 CCN1210106 SC731822 PRG181000 730000 Special Projects (135,500.00) - - E General Fund Planning and Local Business FND10100 CCN1090201 SC774636 PRG171000 770000 Info Tech Operations 68,243.00 - - E General Fund Veterans Services FND10100 CCN1090401 SC731794 PRG132090 730000 Soldier Burial (68,243.00) - - E General Fund Emergency Management FND10100 CCN1110101 SC774636 PRG115090 770000 Info Tech Operations 33,986.00 - - E General Fund Emergency Management FND10100 CCN1110101 SC731458 PRG115120 730000 Professional Services (33,986.00) - - E General Fund Health FND10100 CCN1060201 SC774636 PRG133150 770000 Info Tech Operations 189,380.00 - - E General Fund Health FND10100 CCN1060232 SC731458 PRG134850 730000 Professional Services (188,000.00) - - E General Fund Health FND10100 CCN1060101 SC731458 PRG133000 730000 Professional Services (1,380.00) - - E General Fund Prosecuting Attorney - Administration FND10100 CCN4010101 SC730688 PRG122050 730000 Expert Witness Fee and Mileage (40,000.00)- - E General Fund Prosecuting Attorney - Administration FND10100 CCN4010101 SC731213 PRG122050 730000 Membership Dues (30,000.00)- - E General Fund Prosecuting Attorney - Administration FND10100 CCN4010101 SC731101 PRG122050 730000 Library Continuations (25,000.00)- - E General Fund Prosecuting Attorney - Administration FND10100 CCN4010101 SC750154 PRG122050 750000 Expendable Equipment (25,000.00)- - E General Fund Prosecuting Attorney - Administration FND10100 CCN4010101 SC732158 PRG122050 730000 Witness Fees and Mileage (20,000.00)- - E General Fund Prosecuting Attorney - Administration FND10100 CCN4010101 SC731388 PRG122050 730000 Printing (19,960.00) - - E General Fund Prosecuting Attorney - Administration FND10100 CCN4010101 SC774636 PRG122050 770000 Info Tech Operations 159,960.00 - - E General Fund Water Resources FND10100 CCN6010101 SC750392 PRG155010 750000 Metered Postage (15,000.00)- - E General Fund Water Resources FND10100 CCN6010101 SC750399 PRG155010 750000 Office Supplies (20,847.00)- - E General Fund Water Resources FND10100 CCN6010101 SC771638 PRG155010 770000 Drain Equip Labor 35,847.00 - - E General Fund Sheriff - Emergency Response and Preparedness AFND10100 CCN4030501 SC750581 PRG110010 750000 Uniforms (21,790.00)- - E General Fund Sheriff - Emergency Response and Preparedness AFND10100 CCN4030501 SC774636 PRG110110 770000 Info Tech Operations 21,790.00 - - E General Fund Sheriff - Administrative Services Administration FND10100 CCN4030201 SC732060 PRG112580 730000 Uniform Cleaning (14,000.00)- - E General Fund Sheriff - Administrative Services Administration FND10100 CCN4030201 SC732018 PRG112580 730000 Travel and Conference (24,000.00)- - E General Fund Sheriff - Administrative Services Administration FND10100 CCN4030201 SC750399 PRG112580 750000 Office Supplies (7,000.00)- - E General Fund Sheriff - Administrative Services Administration FND10100 CCN4030201 SC750392 PRG112580 750000 Metered Postage (4,000.00)- - E General Fund Sheriff - Administrative Services Administration FND10100 CCN4030201 SC731941 PRG112580 730000 Training (3,000.00)- - E General Fund Sheriff - Administrative Services Administration FND10100 CCN4030201 SC731458 PRG112580 730000 Professional Services (2,500.00)- - E General Fund Sheriff - Administrative Services Administration FND10100 CCN4030201 SC731101 PRG112650 730000 Library Continuations (2,000.00)- - E General Fund Sheriff - Administrative Services Administration FND10100 CCN4030201 SC750154 PRG112580 750000 Expendable Equipment (2,000.00)- - E General Fund Sheriff - Administrative Services Administration FND10100 CCN4030201 SC750063 PRG112580 750000 Custodial Supplies (1,700.00)- - E General Fund Sheriff - Emergency Response and Preparedness AFND10100 CCN4030501 SC750070 PRG110110 750000 Deputy Supplies (300,000.00)- - E General Fund Sheriff - Emergency Response and Preparedness AFND10100 CCN4030501 SC731024 PRG116215 730000 K-9 Program (45,000.00)- - E General Fund Sheriff - Emergency Response and Preparedness AFND10100 CCN4030501 SC731458 PRG110110 730000 Professional Services (30,000.00)- - E General Fund Sheriff - Emergency Response and Preparedness AFND10100 CCN4030501 SC750294 PRG110110 750000 Material and Supplies (10,000.00)- - E General Fund Sheriff - Emergency Response and Preparedness AFND10100 CCN4030501 SC750154 PRG110110 750000 Expendable Equipment (4,000.00)- - E General Fund Sheriff - Emergency Response and Preparedness AFND10100 CCN4030501 SC730303 PRG110005 730000 Clothing Allowance (3,000.00)- - E General Fund Sheriff - Emergency Response and Preparedness AFND10100 CCN4030501 SC750567 PRG110110 750000 Training-Educational Supplies (1,000.00)- - E General Fund Sheriff - Patrol Services FND10100 CCN4030601 SC750070 PRG110000 750000 Deputy Supplies (140,000.00)- - E General Fund Sheriff - Patrol Services FND10100 CCN4030601 SC750170 PRG110000 750000 Other Expendable Equipment (60,000.00)- - E General Fund Sheriff - Patrol Services FND10100 CCN4030601 SC730198 PRG110000 730000 Building Maintenance Charges (24,000.00)- - E General Fund Sheriff - Patrol Services FND10100 CCN4030601 SC730303 PRG110030 730000 Clothing Allowance (5,000.00)- - E General Fund Sheriff - Patrol Services FND10100 CCN4030601 SC750399 PRG110000 750000 Office Supplies (4,000.00)- - E General Fund Sheriff - Patrol Services FND10100 CCN4030601 SC730324 PRG110000 730000 Communications (3,300.00)- - E General Fund Sheriff - Patrol Services FND10100 CCN4030601 SC730940 PRG116200 730000 Insurance (2,500.00)- - E General Fund Sheriff - Patrol Services FND10100 CCN4030601 SC730892 PRG110000 730000 Interpreter Fees (1,700.00)- - E General Fund Sheriff - Patrol Services FND10100 CCN4030601 SC750154 PRG110000 750000 Expendable Equipment (2,300.00)- - E General Fund Sheriff - Patrol Services FND10100 CCN4030601 SC750063 PRG116200 750000 Custodial Supplies (1,500.00)- - E General Fund Sheriff - Patrol Services FND10100 CCN4030601 SC732020 PRG110000 730000 Travel Employee Taxable Meals (1,800.00)- - E General Fund Sheriff - Patrol Services FND10100 CCN4030601 SC732102 PRG110000 730000 Water and Sewer Charges (1,200.00)- - E General Fund Sheriff - Sheriff's Office FND10100 CCN4030101 SC750294 PRG112580 750000 Material and Supplies (3,000.00)- - E General Fund Sheriff - Sheriff's Office FND10100 CCN4030101 SC750399 PRG112580 750000 Office Supplies (3,000.00)- - E General Fund Sheriff - Sheriff's Office FND10100 CCN4030101 SC731101 PRG112580 730000 Library Continuations (3,000.00)- - Oakland County, Michigan FY 2024 YEAR END REPORT - BUDGET AMENDMENTS - OVERAGES Schedule "A" DETAIL General Fund /General Purpose Department Overages 3 I I I I + R/E Fund Name Division Name Fund # (FND)Cost Center (CCN) # Account # (RC/SC) Program # (PRG) Grant ID (GRN) # Project ID # (PROJ) Region (REG) Budget Fund Affiliate (BFA) Ledger Account Summary Account Title FY 2024 Amendment FY 2025 Amendment FY 2026 Amendment Oakland County, Michigan FY 2024 YEAR END REPORT - BUDGET AMENDMENTS - OVERAGES Schedule "A" DETAIL E General Fund Sheriff - Sheriff's Office FND10100 CCN4030101 SC730324 PRG112580 730000 Communications (2,500.00)- - E General Fund Sheriff - Sheriff's Office FND10100 CCN4030101 SC730373 PRG112580 730000 Contracted Services (2,000.00)- - E General Fund Sheriff - Sheriff's Office FND10100 CCN4030101 SC731346 PRG112580 730000 Personal Mileage (1,500.00)- - E General Fund Sheriff - Sheriff's Office FND10100 CCN4030101 SC731213 PRG112580 730000 Membership Dues (1,000.00)- - E General Fund Sheriff - Sheriff's Office FND10100 CCN4030101 SC730646 PRG112580 730000 Equipment Maintenance (1,000.00)- - E General Fund Sheriff - Sheriff's Office FND10100 CCN4030101 SC732165 PRG112580 730000 Workshops and Meeting (1,000.00)- - E General Fund Sheriff - Corrective Services-Satellites FND10100 CCN4030401 SC730716 PRG110045 730000 Fees Civil Service (45,000.00)- - E General Fund Sheriff - Corrective Services-Satellites FND10100 CCN4030401 SC750063 PRG113381 750000 Custodial Supplies (33,000.00)- - E General Fund Sheriff - Corrective Services-Satellites FND10100 CCN4030401 SC731458 PRG110045 730000 Professional Services (24,000.00)- - E General Fund Sheriff - Corrective Services-Satellites FND10100 CCN4030401 SC730646 PRG113381 730000 Equipment Maintenance (17,000.00)- - E General Fund Sheriff - Technology & Innovation FND10100 CCN4030801 SC731548 PRG112680 730000 Professional Services (20,000.00)- - E General Fund Sheriff - Investigative / Forensic Service FND10100 CCN4030901 SC750280 PRG116240 750000 Laboratory Supplies (45,000.00)- - E General Fund Sheriff - Investigative / Forensic Service FND10100 CCN4030901 SC750280 PRG116245 750000 Laboratory Supplies (42,000.00)- - E General Fund Sheriff - Investigative / Forensic Service FND10100 CCN4030901 SC730674 PRG110090 730000 Evidence Fund NET (65,000.00)- - E General Fund Sheriff - Investigative / Forensic Service FND10100 CCN4030901 SC731780 PRG110060 730000 Software Support Maintenance (16,000.00)- - E General Fund Sheriff - Investigative / Forensic Service FND10100 CCN4030901 SC730373 PRG110060 730000 Contracted Services (11,000.00)- - E General Fund Sheriff - Investigative / Forensic Service FND10100 CCN4030901 SC750154 PRG110040 750000 Expendable Equipment (10,000.00)- - E General Fund Sheriff - Investigative / Forensic Service FND10100 CCN4030901 SC788001 PRG110090 788001 Transfers Out (31,262.00)- - E General Fund Sheriff - Investigative / Forensic Service FND10100 CCN4030901 SC788001 PRG116270 788001 Transfers Out (28,270.00)- - E General Fund Sheriff - Emergency Response and Preparedness AFND10100 CCN4030501 SC731304 PRG110110 730000 Officers Training (11,365.00)- - E General Fund Non-Departmental Transfers FND10100 CCN9090101 SC702995 PRG196030 702000 Salary Turnover Factor (1,766,793.00)- - E General Fund Sheriff - Patrol Services FND10100 CCN4030601 SC712020 PRG110030 702000 Overtime 2,884,190.00 - - Total Expenditures - - - WHEREAS the General Appropriations Act (Res.#2023-140) requires that appropriations accumulate at the following three summary levels of expenditures within each County Department and are deemed maximum authorization for expenditures: Personnel Expenditures, Operating Expenditures and Internal Support Expenditures. In reviewing the FY 2024 year-end financial reports, it was determined that budgets for General Fund/General Purpose departments for a number of line-items was not sufficient which caused the following to go over budget: Circuit Court, District Court, Prosecuting Attorney, Sheriff, Clerk/Register of Deeds, Water Resource Commissioner, Department of Health and Human Services, Economic Development, Emergency Management and Homeland Security, and Department of Public Communications. A budget amendment is recommended for FY 2024 to cover the shortages in Personnel, Operating and Internal Support expenditures. Most of these amendments were covered by Non-Department favorability and/or by the department’s favorability within their other controllable categories. While individual divisions may be over budget, the budget is controlled at the department level; and 4 I I I I I I I I I I I I I + R/E Fund Name Division Name Fund # (FND)Cost Center (CCN) # Account # (RC/SC) Program # (PRG) Grant ID (GRN) # Project ID # (PROJ) Region (REG) Budget Fund Affiliate (BFA) Ledger Account Summary Account Title FY 2024 Amendment FY 2025 Amendment FY 2026 Amendment Prosecuting Attorney E General Fund Non Departmental FND10101 CCN9010101 SC788001 PRG196030 GRN-1004279 BFA10101 788001 Transfers Out 13,438.00$ 38,824.00$ 38,824.00$ Total Expenditures 13,438.00$ 38,824.00$ 38,824.00$ E General Fund-Grant Prosecuting Attorney Administration FND10101 CCN4010101 RC695500 PRG135170 GRN-1004279 BFA10100 695500 Transfers In 13,438.00$ 38,824.00$ 38,824.00$ Total Revenue 13,438.00$ 38,824.00$ 38,824.00$ E General Fund Non Departmental FND10100 CCN9090101 SC740037 PRG196030 740000 Classification and Rate Change 7,266$ 10,496$ 10,496$ E General Fund Non Departmental FND10100 CCN9090101 SC788001 PRG112700 BFA20293 788001 Transfer Out- Child Care Fund (7,266) (10,496) (10,496) Total Expenditures -$ -$ -$ R Child Care Fund Childrens Village Administration FND20293 CCN1070701 RC695500 PRG112700 BFA10100 695500 Transfer In - General Fund (7,266)$ (10,496)$ (10,496)$ Total Revenue (7,266)$ (10,496)$ (10,496)$ E General Fund Non Departmental FND10100 CCN9090101 SC740037 PRG196030 740000 Classification and Rate Change (3,633) (5,248) (5,248) E General Fund Non Departmental FND10100 CCN9090101 SC788001 PRG112700 BFA20293 788001 Transfer Out- Child Care Fund 3,633$ 5,248$ 5,248$ Total Expenditures -$ -$ -$ R Child Care Fund Non Departmental FND20293 CCN9090101 RC695500 PRG112700 BFA10100 695500 Transfer In - General Fund 3,633$ 5,248$ 5,248$ R Child Care Fund Non Departmental FND20293 CCN9090101 RC615359 PRG112700 615000 Child Care Subsidy 3,633$ 5,248$ 5,248$ Total Revenue 7,266$ 10,496$ 10,496$ Reversal of Original Amendment E General Fund Non Departmental FND10100 CCN9090101 SC740037 PRG196030 740000 Classification and Rate Change 1,132.00$ 14,714.00$ 14,714.00$ E General Fund Non Departmental FND10100 CCN9090101 SC788001 PRG112700 BFA20293 788001 Transfer Out- Child Care Fund (1,132.00)$ (14,714.00)$ (14,714.00)$ -$ -$ -$ R Child Care Fund Childrens Village Administration FND20293 CCN1070701 RC695500 PRG112700 BFA10100 695500 Transfer In - General Fund (1,132.00)$ (14,714.00)$ (14,714.00)$ Total Revenue (1,132.00)$ (14,714.00)$ (14,714.00)$ E General Fund Non Departmental FND10100 CCN9090101 SC740037 PRG196030 740000 Classification and Rate Change (566.00)$ (7,357.00)$ (7,357.00)$ E General Fund Non Departmental FND10100 CCN9090101 SC788001 PRG112700 BFA20293 788001 Transfer Out- Child Care Fund 566.00 7,357.00 7,357.00 -$ -$ -$ R Child Care Fund Childrens Village Administration FND20293 CCN9090101 RC695500 PRG112700 BFA10100 695500 Transfer In - General Fund 566.00$ 7,357.00$ 7,357.00$ R Child Care Fund Non Departmental FND20293 CCN9090101 RC615359 PRG112700 615000 Child Care Subsidy 566.00 7,357.00 7,357.00 Total Revenue 1,132.00$ 14,714.00$ 14,714.00$ R General Fund Grants County Clerk Legal Records Unit FND10101 CCN2010210 RC615463 PRG125000 GRN-1004391 615000 Grant Fees and Collections -$ 6,620$ -$ -$ 6,620$ -$ E General Fund Grants County Clerk Legal Records Unit FND10101 CCN2010210 SC760156 PRG125000 GRN-1004391 760000 Office Equipment -$ 5,000$ -$ E General Fund Grants County Clerk Legal Records Unit FND10101 CCN2010210 SC750399 PRG125000 GRN-1004391 750000 Office Supplies - 1,000 - E General Fund Grants County Clerk Legal Records Unit FND10101 CCN2010210 SC731388 PRG125000 GRN-1004391 730000 Printing - 620 - -$ 6,620$ -$ Oakland County, Michigan FY 2024 YEAR END REPORT - BUDGET AMENDMENTS Schedule "A" DETAIL Correcting Entry WHEREAS a FY 2024-2026 budget amendment is recommended reversing the original General Fund/General Purpose budget from MR 2024-4123-Implementing the Salary Administration Plan 2nd Quarterly Report for FY 2024 as the amendment needed to recognize the grant match for the Crime Victims Grant (GRN-1004279); and Public Services - Childrens Village Reversal of Original Amendment WHEREAS a FY 2024 - FY 2026 budget amendment is recommended to correct the error on Schedule A for MR #2023-3690 Human Resources - Implementing the Salary Administration Plan 1st Quarterly Report for FY2024 for Children's Village as the amendment should have reflected funding of fifty percent General Fund/General Purpose (GFGP) and fifty percent Child Care Subsidy (FND20293); and Correcting Entry WHEREAS a FY 2024 - FY 2026 budget amendment is recommended to correct the error on Schedule A for MR# 2024-4399 Human Resources Department - Implementing the Salary Administration Plan 3rd Quarterly Report for FY2024 for Children's Village as the amendment should have reflected funding of fifty percent General Fund/General Purpose (GFGP) and fifty percent Child Care Subsidy (FND20293); and WHEREAS the FY 2025 budget amendment in the amount of $6,620 is recommended for the Clerk's Office as the Michigan State Court Administration Office Legal Self-Help Center Grant agreement was modified to reflect Amendment #1, which extends the agreement date to 12/31/2024 and increases the award amount from $23,000 to $29,620. This amendment is within fifteen percent of the original award (Res. #2024-3796); and Clerk Register of Deeds 5 I I I I I I I I + R/E Fund Name Division Name Fund # (FND)Cost Center (CCN) # Account # (RC/SC) Program # (PRG) Grant ID (GRN) # Project ID # (PROJ) Region (REG) Budget Fund Affiliate (BFA) Ledger Account Summary Account Title FY 2024 Amendment FY 2025 Amendment FY 2026 Amendment Oakland County, Michigan FY 2024 YEAR END REPORT - BUDGET AMENDMENTS Schedule "A" DETAIL R General Fund Animal Control FND10101 CCN1070805 RC630074 PRG114115 GRN-1004254 630000 Animal Serlization Fees 1,290.00$ -$ -$ Total Revenue 1,290.00$ -$ -$ E General Fund Animal Control FND10100 CCN9090101 SC730359 PRG196030 GRN-1004254 730000 Contigency 1,290.00$ - - Total Expenditures 1,290.00$ -$ -$ R General Fund Animal Control FND10101 CCN1070805 RC630074 PRG114115 GRN-1004254 630000 Animal Serlization Fees 1,650.00$ -$ -$ Total Revenue 1,650.00$ -$ -$ E General Fund Animal Control FND10100 CCN9090101 SC730359 PRG196030 GRN-1004254 730000 Contigency 1,650.00$ - - Total Expenditures 1,650.00$ -$ -$ R General Fund Animal Control FND10101 CCN1070805 RC630074 PRG114115 GRN-1004254 630000 Animal Serlization Fees 3,250.00$ -$ -$ Total Revenue 3,250.00$ -$ -$ E General Fund Animal Control FND10100 CCN9090101 SC730359 PRG196030 GRN-1004254 730000 Contigency 3,250.00$ - - Total Expenditures 3,250.00$ -$ -$ R General Fund Animal Control FND10101 CCN1070805 RC630074 PRG114115 GRN-1004254 630000 Animal Serlization Fees 1,920.00$ -$ -$ Total Revenue 1,920.00$ -$ -$ E General Fund Animal Control FND10100 CCN9090101 SC730359 PRG196030 GRN-1004254 730000 Contigency 1,920.00$ - - Total Expenditures 1,920.00$ -$ -$ Board of Commissioners/Sheriff's Dept. E Safer Communities Board of Commissioners Administration FND21275 CCN5010101 SC788001 PRG180012 BFA10100 788001 Transfer Out $2,889 $- -$ E Safer Communities Board of Commissioners Administration FND21275 CCN5010101 SC731598 PRG180012 730000 Regranting Program (2,889)- - Total Expenditures -$ -$ -$ R General Fund Sheriff Investigative and Forensic Services Administra FND10100 CCN4030901 RC695500 PRG110050 BFA21275 695500 Transfers In $2,889 $- -$ Total Revenues 2,889$ -$ -$ E General Fund Sheriff Investigative and Forensic Services Administra FND10100 CCN4030901 SC712020 PRG110050 702000 Overtime $2,889 $- -$ Total Expenditures 2,889$ -$ -$ WHEREAS a FY 2024 budget amendment is recommended for the Animal Control Division to accept reimbursement funding of $1,920 from the September 17th - October 15th 2024 Bissel Pet Foundation's Empty the Shelter event. M.R. #19006 authorizes Management and Budget to administratively process grant agreements and grant amendments of $10,000 or less, after review and approval by Management and Budget, Human Resources, Risk Management and Corporation Counsel when the grant does not require an associated interlocal agreement, there are no position changes and the grantor does not require a separate resolution; and WHEREAS a FY 2024 budget amendment is recommended for the Animal Control Division to accept reimbursement funding of $3,250 from the July 8th - 31st 2024 Bissel Pet Foundation's Empty the Shelter event. M.R. #19006 authorizes Management and Budget to administratively process grant agreements and grant amendments of $10,000 or less, after review and approval by Management and Budget, Human Resources, Risk Management and Corporation Counsel when the grant does not require an associated interlocal agreement, there are no position changes and the grantor does not require a separate resolution; and WHEREAS a FY 2024 budget amendment is recommended for the Sheriff's Office as $2,889 is transferred from the Safer Communities Fund to perform follow-ups with parolees who have previous gun charges by Oakland County Sheriff's Office. Resolution 2024-411 was approved by the Full BOard on April 4,2024; and WHEREAS a FY 2024 budget amendment is recommended for the Animal Control Division to accept reimbursement funding of $1,290 from the December 1st - 17th 2023 Bissel Pet Foundation's Empty the Shelter event. M.R. 19006 authorizes Management and Budget to administratively process grant agreements and grant amendments of $10,000 or less, after review and approval by Management and Budget, Human Resources, Risk Management and Corporation Counsel when the grant does not require an associated interlocal agreement, there are no position changes and the grantor does not require a separate resolution; and Public Services - Animal Control WHEREAS a FY 2024 budget amendment is recommended for the Animal Control Division to accept reimbursement funding of $1,650 from the May 1st - 15th 2024 Bissel Pet Foundation's Empty the Shelter event. M.R. 19006 authorizes Management and Budget to administratively process grant agreements and grant amendments of $10,000 or less, after review and approval by Management and Budget, Human Resources, Risk Management and Corporation Counsel when the grant does not require an associated interlocal agreement, there are no position changes and the grantor does not require a separate resolution; and 6 I I I I + R/E Fund Name Division Name Fund # (FND)Cost Center (CCN) # Account # (RC/SC) Program # (PRG) Grant ID (GRN) # Project ID # (PROJ) Region (REG) Budget Fund Affiliate (BFA) Ledger Account Summary Account Title FY 2024 Amendment FY 2025 Amendment FY 2026 Amendment Oakland County, Michigan FY 2024 YEAR END REPORT - BUDGET AMENDMENTS Schedule "A" DETAIL R General Fund Non-Departmental FND10100 CCN9010101 RC66882 PRG196030 665882 Federal Operating Grants -$ 500,000$ -$ Total Revenues -$ 500,000$ -$ E General Fund Emergency Management FND10100 CCN1110101 SC731458 PRG115050 730000 Professional Services -$ 500,000$ -$ Total Expenditures -$ 500,000$ -$ E Multi Organizational Grants Community Corrections Administration FND11003 CCN1070401 SC702010 PRG123010 GRN-1004141 702000 Salaries Regular (12,300.00)$ -$ -$ E Multi Organizational Grants Community Corrections Administration FND11003 CCN1070401 SC722780 PRG123010 GRN-1004141 722000 Hospitalization (Personnel)(8,100.00) -$ -$ E Multi Organizational Grants Community Corrections Administration FND11003 CCN1070401 SC730373 PRG113035 GRN-1004141 730000 Contracted Services 20,400.00 -$ -$ Total Expenditures -$ -$ -$ E Multi Organizational Grants Community Corrections Administration FND11003 CCN1070401 SC730373 PRG113125 GRN-1004141 730000 Contracted Services (28,798.00)$ -$ -$ E Multi Organizational Grants Community Corrections Administration FND11003 CCN1070401 SC732018 PRG113000 GRN-1004141 730000 Travel and Conference 28,798.00 -$ -$ Total Expenditures -$ -$ -$ E Multi Organizational Grants Community Corrections Administration FND11003 CCN1070401 SC702010 PRG113000 GRN-1004141 702000 Salaries Regular (8,000.00)$ -$ -$ E Multi Organizational Grants Community Corrections Administration FND11003 CCN1070401 SC722780 PRG113000 GRN-1004141 722000 Hospitalization (Personnel)(4,000.00) -$ -$ E Multi Organizational Grants Community Corrections Administration FND11003 CCN1070401 SC730373 PRG113035 GRN-1004141 730000 Contracted Services 12,000.00 -$ -$ Total Expenditures -$ -$ -$ E Multi Organizational Grants Community Corrections Administration FND11003 CCN1070401 SC702010 PRG113120 GRN-1004141 702000 Salaries Regular (10,000.00)$ -$ -$ E Multi Organizational Grants Community Corrections Administration FND11003 CCN1070401 SC702010 PRG112651 GRN-1004141 702000 Salaries Regular 6,000.00 -$ -$ E Multi Organizational Grants Community Corrections Administration FND11003 CCN1070401 SC722780 PRG112651 GRN-1004141 722000 Hospitalization (Personnel)4,000.00 -$ -$ Total Expenditures -$ -$ -$ E General Fund Non Departmental FND10100 CCN9090101 SC730359 PRG196030 730000 Contingency (188,733.00)$ -$ -$ E General Fund Prosecuting Attorney Litigaion FND10100 CCN4010201 SC788001 PRG122060 BFA10101 788001 Transfers Out 188,733.00 - - Total Expenditures -$ -$ -$ E General Fund Prosecuting Attorney Litigaion FND10101 CCN4010201 RC695500 PRG122060 GRN-1004161 BFA10100 695000 Transfers In 188,733.00 - - Total Revenue 188,733.00 - - E General Fund Prosecuting Attorney Litigaion FND10101 CCN4010201 SC702010 PRG122060 GRN-1004161 702000 Salrries 126,451.00 - - E General Fund Prosecuting Attorney Litigaion FND10101 CCN4010201 SC722900 PRG122060 GRN-1004161 722000 FB 62,282.00 - - Total Expenditures 188,733.00$ -$ -$ R Parks and Recreation PR Recreation Programs & Community Services FND50800 CCN5060110 RC631946 PRG160750 630000 Rental Units or Events $ (4,800.00)-$ -$ R Parks and Recreation PR Recreation Programs & Community Services FND50800 CCN5060110 RC632135 PRG160750 630000 Special Contracts (25,000.00)- - R Parks and Recreation PR Natural Resources FND50800 CCN5060103 RC631946 PRG160750 630000 Rental Units or Events 4,800.00 - - R Parks and Recreation PR Natural Resources FND50800 CCN5060103 RC632135 PRG160750 630000 Special Contracts 25,000.00 - - Total Revenues -$ -$ -$ Prosecuting Attorney WHEREAS a FY 2024 budget amendment is recommended for Parks and Recreation for to reallocate the revenue line item budgets to the correct cost center; and Parks and Recreation WHEREAS a FY 2024 budget amendment is recommended for the Prosecuting Attorney transferring $188,733 for the grant match portion of the Title IV-E Client Service Contract Grant (GRN-1004161); and WHEREAS a FY 2024 budget amendment of $28,798 is recommended for the Community Correction Division to recognize Amendment #2 to the FY 2024 Michigan Department of Corrections/Office of Community Corrections Grant. The State approved reallocating $28,798 from the Contracted Services line item (Group Based Programs - Other Group Services) to the Travel line item (Administration) to cover anticipated travel expenses for the Community Corrections staff in September. This amendment is within 15% of the original award (MR#2023-3539); and WHEREAS a FY 2024 budget amendment of $12,000 is recommended for the Community Correction Division to recognize Amendment #3 to the FY 2024 Michigan Department of Corrections/Office of Community Corrections Grant. The State approved reallocating $12,000 from Salaries and Fringes (Administration) due to a Supervisor vacancy to Contracted Services (Electronic Monitoring) to pay indigent tether fees. This amendment is within 15% of the original award (MR#2023-3539); and WHEREAS a FY 2024 budget amendment of $10,000 is recommended for the Community Correction Division to recognize Amendment #3 to the FY 2024 Michigan Department of Corrections/Office of Community Corrections Grant. The State approved reallocating $10,000 from Salaries (Assessment Services – Actuarial Assessment) to Salaries and Fringes (Cognitive) to cover Thinking Matters (Jail) Corrections Support Education. This amendment is within 15% of the original award (MR#2023-3539); and Public Services - Community Corrections WHEREAS a FY 2025 budget amendment for $500,000 is recommended for Emergency Management and Homeland Security to recognize M.R.# 2024-4494 budget amendment moving a one-time appropriation in the amount not-to-exceed $500,000 from the General Fund Strategic Investment Plan Assigned Fund Balance (GL #383554) to contract with an independent After Action Review firm; and Emergency Management and Homeland Security WHEREAS a FY 2024 budget amendment of $20,400 is recommended for the Community Correction Division to recognize Amendment #1 to the FY 2024 Michigan Department of Corrections/Office of Community Corrections Grant. The State approved reallocating $20,400 from Salaries and Fringes (Assessment Services - Pretrial Assessment Program) to Contracted Services (Supervision Program - Electronic Monitoring) to cover the EM costs. This amendment is within 15% of the original award (MR#2023-3539); and 7 I I I I + R/E Fund Name Division Name Fund # (FND)Cost Center (CCN) # Account # (RC/SC) Program # (PRG) Grant ID (GRN) # Project ID # (PROJ) Region (REG) Budget Fund Affiliate (BFA) Ledger Account Summary Account Title FY 2024 Amendment FY 2025 Amendment FY 2026 Amendment Oakland County, Michigan FY 2024 YEAR END REPORT - BUDGET AMENDMENTS Schedule "A" DETAIL E Parks and Recreation PR Planned Use of Balance FND50800 CCN5060666 SC796500 PRG160666 796500 Budgeted Equity Adjustments $ (50,000.00)-$ -$ E Parks and Recreation PR Oak Park Woods FND50800 CCN5060179 SC762011 PRG160700 762011 Transfer to Municipalities 50,000.00 - - Total Expenditures -$ -$ -$ R Law Enforcement Grants Patrol Services FND11005 CCN4030601 RC631253 PRG116200 GRN-1004414 630000 Miscellaneous Revenue $ 4,000.00 $- $- Total Revenues 4,000.00$ -$ -$ E Law Enforcement Grants Patrol Services FND11005 CCN4030601 SC750294 PRG116200 GRN-1004414 750000 Material and Supplies $ 4,000.00 - - Total Expenditures 4,000.00$ -$ -$ E Law Enforcement Grants Investigative & Forensic Svcs FND11005 CCN4030901 SC702010 PRG116240 GRN-1004033 702000 Salaries Regular $ (874.00)-$ -$ E Law Enforcement Grants Investigative & Forensic Svcs FND11005 CCN4030901 SC722740 PRG116240 GRN-1004033 722000 Fringe Benefit Expense (15,358.00)- - E Law Enforcement Grants Investigative & Forensic Svcs FND11005 CCN4030901 SC750280 PRG116240 GRN-1004033 730000 Laboratory Supplies 14,632.00 - - E Law Enforcement Grants Investigative & Forensic Svcs FND11005 CCN4030901 SC774636 PRG116240 GRN-1004033 770000 Info Tech Ops 1,600.00 - - Total Expenditures -$ -$ -$ R General Fund Grants Emergency Response and Prep.FND10101 CCN4030501 RC615571 PRG110110 GRN-1004143 615000 State Operating Grants $ 24,000.00 -$ -$ Total Revenues 24,000.00$ -$ -$ E General Fund Grants Emergency Response and Prep.FND10101 CCN4030501 SC702010 PRG110110 GRN-1004143 702000 Salaries 17,400.00$ -$ -$ E General Fund Grants Emergency Response and Prep.FND10101 CCN4030501 SC722900 PRG110110 GRN-1004143 722000 Fringe Benefit Adjustments 6,600.00 - - Total Expenditures 24,000.00$ -$ -$ R General Fund Grants Investigative & Forensic Services FND10101 CCN4030901 SC712020 PRG110090 GRN-1004388 702000 Overtime $(492)-$ -$ E General Fund Grants Investigative & Forensic Services FND10101 CCN4030901 SC730324 PRG110090 GRN-1004388 730000 Communications 492 - - Total Expenditures -$ -$ -$ R General Fund Grants Investigative & Forensic Services FND10101 CCN4030901 RC610313 PRG110060 GRN-1004265 610000 Reimb Salaries $ 1,800 -$ -$ Total Revenues 1,800$ -$ -$ E General Fund Grants Investigative & Forensic Services FND10101 CCN4030901 SC712020 PRG110060 GRN-1004265 702000 Overtime 1,800$ -$ -$ Total Expenditures 1,800$ -$ -$ R Law Enforcement Enhance Lab Fees Inv. & Forensic Svcs FND21340 CCN4030901 RC665882 PRG116240 665882 Planned Use of Balance 29,101.00$ -$ -$ Total Revenue 29,101.00$ -$ -$ E Law Enforcement Enhance Lab Fees Inv. & Forensic Svcs FND21340 CCN4030901 SC788001 PRG116240 BFA10100 788001 Transfers Out - General Fund 29,101.00$ -$ -$ Total Expenditures 29,101.00$ -$ -$ WHEREAS a FY 2024 budget amendment is recommended for the Sheriff's Office to reflect Amendment #1 to the FY 2024 High Intensity Drug Trafficking Areas to reallocate funding in the amount of $492 between expenditure line items. The amendment is within fifteen percent of the original award (Res. #2024-4261); and WHEREAS a FY 2024 budget amendment is recommended for the Sheriff's Office to reflect Amendment #2 to the FY 2024 Gang and Violent Crime Safe Streets Task Force (SSTF) to recognize additional funding in the amount of $1,800. The amendment is within fifteen percent of the original award (Res. #2023-3495); and Law Enforecement Grants (FND11005) WHEREAS a FY 2024 budget amendment of $24,000 is recommended for the Sheriff's Office to reflect Amendment #4 to the FY 2023 MCOLES Public Safety Academy Assistance Program. The amendment is within fifteen percent of the original award (Res. #2023-3389); and Sheriff's Department WHEREAS a FY 2024 budget amendment is recommended for the Sheriff's Office to accept funding in the amount of $4,000 for the 2024 Safe Community First Responder grant program. The Board of Commissioners grants policy allows Management and Budget to administratively process grant agreements and grant amendments of $10,000 or less after review and approval by Management and Budget, Human Resources, Risk Management and Corporation Counsel when the grant does not require an associated interlocal agreement, there are no position changes, and the grantor does not require a separate resolution; and WHEREAS a FY 2024 budget amendment of $16,232 is recommended for theSheriff's Office to recognize the 2022 DNA Capacity Enhancement Backlog Reduction(CEBR) Program Amendment #3 to move savings from personnel to Laboratory Supplies and Info Tech Operations. The amendment is within 15% of the original award and does not impact the total award amount( MR #22377); and WHEREAS a FY 2024 budget amendment is recommended for Parks and Recreation for Oak Park Woods; per agreement with the City of Oak Park for their maintenance activities in Oak Park Woods. FY2025 and future years have this transfer budgeted; and 8 I I I I I I + R/E Fund Name Division Name Fund # (FND)Cost Center (CCN) # Account # (RC/SC) Program # (PRG) Grant ID (GRN) # Project ID # (PROJ) Region (REG) Budget Fund Affiliate (BFA) Ledger Account Summary Account Title FY 2024 Amendment FY 2025 Amendment FY 2026 Amendment Oakland County, Michigan FY 2024 YEAR END REPORT - BUDGET AMENDMENTS Schedule "A" DETAIL R Sheriff Booking Fee Training Corrective Services FND21397 CCN4030301 RC665882 PRG112620 665882 Planned Use of Balance 7,693.00$ -$ -$ Total Revenue 7,693.00$ -$ -$ E Sheriff Booking Fee Training Corrective Services FND21397 CCN4030301 SC788001 PRG112620 BFA10100 788001 Transfers Out - General Fund 7,693.00$ -$ -$ Total Expenditures 7,693.00$ -$ -$ R General Fund Inv. & Forensic Svcs FND10100 CCN4030901 RC695500 PRG116240 BFA21340 695500 Transfers In - Law Enforcement Enhance Lab F 29,101.00$ -$ -$ R General Fund Corrective Services FND10100 CCN4030301 RC695500 PRG112620 BFA21397 695500 Transfers In - Sheriff Booking Fee Training 7,693.00 - - Total Revenue 36,794.00$ -$ -$ E General Fund Inv. & Forensic Svcs FND10100 CCN4030901 SC750203 PRG116240 750000 Forensic Lab Enhancement 29,101.00$ -$ -$ E General Fund Corrective Services FND10100 CCN4030301 SC731304 PRG112620 730000 Officers Training (Corrections)7,693.00 - - Total Expenditures 36,794.00$ -$ -$ E Delinquent Tax Revolving Treasurer Tax Administration FND51600 CCN7010110 RC665882 PRG186050 665882 Planned Use of Balance (1,566,649.00) (1,077,538.00) (1,344,469.00) Total Revenue (1,566,649.00) (1,077,538.00) (1,344,469.00) E Delinquent Tax Revolving Treasurer Tax Administration FND51600 CCN7010110 SC788001 PRG186050 BFA10100 788001 Transfer Out (2,500,000.00)$ (2,500,000.00)$ (2,500,000.00)$ E Delinquent Tax Revolving Treasurer Tax Administration FND51600 CCN7010110 SC796500 PRG186050 796500 Budgeted Equity Adjustment 933,351.00 1,422,462.00 1,155,531.00 Total Expenditures (1,566,649.00)$ (1,077,538.00)$ (1,344,469.00)$ R Evergreen Farmington Sanita Water Resources Commission FND82410 CCN6010101 RC605572 PRG155020 605000 Special Assessment (2,377,988.00)$ -$ -$ Total Revenues (2,377,988.00)$ -$ -$ E Evergreen Farmington Sanita Water Resources Commission FND82410 CCN6010101 SC771638 PRG155020 770000 Drain Equipment Labor (1,585,942.00)$ -$ -$ E Evergreen Farmington Sanita Water Resources Commission FND82410 CCN6010101 SC771639 PRG155020 770000 Drain Equipment (760,000.00) - - E Evergreen Farmington Sanita Water Resources Commission FND82410 CCN6010101 SC773630 PRG155020 770000 Info Tech Development (1,000.00) - - E Evergreen Farmington Sanita Water Resources Commission FND82410 CCN6010101 SC774636 PRG155020 770000 Info Tech Operations (1,074.00) - - E Evergreen Farmington Sanita Water Resources Commission FND82410 CCN6010101 SC778675 PRG155020 770000 Telephone Communications (29,972.00) - - Total Revenues (2,377,988.00)$ -$ -$ R Evergreen Farmington Sanita Water Resources Commission FND82000 CCN6010101 RC605572 PRG155020 605000 Special Assessment 2,377,988.00$ -$ -$ Total Revenues 2,377,988.00$ -$ -$ E Evergreen Farmington Sanita Water Resources Commission FND82000 CCN6010101 SC771638 PRG155020 770000 Drain Equipment Labor 1,585,942.00$ -$ -$ E Evergreen Farmington Sanita Water Resources Commission FND82000 CCN6010101 SC771639 PRG155020 770000 Drain Equipment 760,000.00 - - E Evergreen Farmington Sanita Water Resources Commission FND82000 CCN6010101 SC773630 PRG155020 770000 Info Tech Development 1,000.00 - - E Evergreen Farmington Sanita Water Resources Commission FND82000 CCN6010101 SC774636 PRG155020 770000 Info Tech Operations 1,074.00 - - E Evergreen Farmington Sanita Water Resources Commission FND82000 CCN6010101 SC778675 PRG155020 770000 Telephone Communications 29,972.00 - - Total Revenues 2,377,988.00$ -$ -$ E Judicial Grants Division - I Novi FND11012 CCN3020205 SC702010 PRG121050 GRN-1004271 702000 Salaries Regular 43.00$ -$ -$ E Judicial Grants Division - I Novi FND11012 CCN3020205 SC722770 PRG121050 GRN-1004271 722000 Retirement 48.00 - - E Judicial Grants Division - I Novi FND11012 CCN3020205 SC730373 PRG121050 GRN-1004271 730000 Contractual Services (91.00) - - Total Expenditures -$ -$ -$ WHEREAS the Sheriff's Office receipt of forfeiture/enhancement funds are recorded in separate restricted funds that require a transfer to the General Fund for use of the monies. Transfers In from various restricted funds in the amount totaling $36,794 is being recognized for eligible laboratory and training costs; and WHEREAS a FY 2024 budget amendment is recommended for the Water Resources Commission correcting the FY 2024 Third Quarter budget amendment totaling $2,377,988 as the budgets were inadvertently recorded in error to FND82410; the correct fund number is FND82000; and Water Resources Commissioner WHEREAS a FY 2024 budget amendment is recommended for District Court 52-1, recognizing Amendment #3 to the FY 2024 Michigan Drug Court Program, reallocating budget between line-items. The amendment is less than fifteen percent of the original award (Res. #2023-3440); and Judicial Grants (FND11012) Treasurer - Delinguent Tax Revolving Fund (FND51600) WHEREAS a FY 2024-FY 2026 budget amendment is recommended for the Treasurer's Delinquent Tax Revolving Fund (FND 51600) correcting the Transfers Out Budget for the Building Authority #31551Office Renovations Debt Service as the funding did not take place; and 9 + R/E Fund Name Division Name Fund # (FND)Cost Center (CCN) # Account # (RC/SC) Program # (PRG) Grant ID (GRN) # Project ID # (PROJ) Region (REG) Budget Fund Affiliate (BFA) Ledger Account Summary Account Title FY 2024 Amendment FY 2025 Amendment FY 2026 Amendment Oakland County, Michigan FY 2024 YEAR END REPORT - BUDGET AMENDMENTS Schedule "A" DETAIL E Judicial Grants Division - I Novi FND11012 CCN3020205 SC730373 PRG121050 GRN-1004286 730000 Contractual Services $ 1,128.00 -$ -$ E Judicial Grants Division - I Novi FND11012 CCN3020205 SC750245 PRG121050 GRN-1004286 750000 Incentives (610.00)- - E Judicial Grants Division - I Novi FND11012 CCN3020205 SC732018 PRG121050 GRN-1004286 730000 Travel and Conference (518.00)- - Total Expenditures $- -$ -$ E Judicial Grants Division I - Novi FND11012 CCN3020205 SC730373 PRG121050 GRN-1004290 730000 Contractual Services (125.00)$ -$ -$ E Judicial Grants Division I - Novi FND11012 CCN3020205 SC750245 PRG121050 GRN-1004290 750000 Incentives 125.00 - - -$ -$ -$ E Judicial Grants Division I - Novi FND11012 CCN3020205 SC730373 PRG121050 GRN-1004290 730000 Contractual Services 28.00$ -$ -$ E Judicial Grants Division I - Novi FND11012 CCN3020205 SC750245 PRG121050 GRN-1004290 750000 Incentives 26.00 - - E Judicial Grants Division I - Novi FND11012 CCN3020205 SC732018 PRG121050 GRN-1004290 730000 Travel and Conference (54.00) - - -$ -$ -$ E Judicial Grants Division - I Novi FND11012 CCN3020205 SC730373 PRG121050 GRN-1004289 730000 Contractual Services 287.00$ -$ -$ E Judicial Grants Division - I Novi FND11012 CCN3020205 SC732018 PRG121050 GRN-1004289 730000 Travel and Conference (287.00) - - Total Expenditures 287.00$ -$ -$ E Judicial Grants Division - I Novi FND11012 CCN3020205 RC615571 PRG121050 GRN-1004289 615000 State Operating Grants -$ (4,000.00)$ (4,000.00)$ Total Revenues -$ (4,000.00)$ (4,000.00)$ E Judicial Grants Division - I Novi FND11012 CCN3020205 SC730373 PRG121050 GRN-1004289 730000 Contractual Services -$ (3,500.00)$ (3,500.00)$ E Judicial Grants Division - I Novi FND11012 CCN3020205 SC750245 PRG121050 GRN-1004289 750000 Incentives - (500.00) (500.00) Total Expenditures -$ (4,000.00)$ (4,000.00)$ E Judicial Grants Division - I Novi FND11012 CCN3020205 RC615571 PRG121050 GRN-1004537 615000 State Operating Grants -$ 6,000.00$ 6,000.00$ Total Revenues -$ 6,000.00$ 6,000.00$ E Judicial Grants Division - I Novi FND11012 CCN3020205 SC730373 PRG121050 GRN-1004537 730000 Contractual Services -$ 3,005.00$ 3,005.00$ E Judicial Grants Division - I Novi FND11012 CCN3020205 SC732018 PRG121050 GRN-1004537 730000 Travel and Conference - 2,355.00 2,355.00 E Judicial Grants Division - I Novi FND11012 CCN3020205 SC750245 PRG121050 GRN-1004537 750000 Incentives - 640.00 640.00 Total Expenditures -$ 6,000.00$ 6,000.00$ R Judicial Grants Division - III Rochester Hills FND11012 CCN3020405 RC615571 PRG121050 GRN-1004345 615000 State Operating Grants -$ (9,923.00)$ (9,923.00)$ -$ (9,923.00)$ (9,923.00)$ E Judicial Grants Division - III Rochester Hills FND11012 CCN3020405 SC732018 PRG121050 GRN-1004345 730000 Travel & Conference -$ (2,025.00)$ (2,025.00)$ E Judicial Grants Division - III Rochester Hills FND11012 CCN3020405 SC730373 PRG121050 GRN-1004345 730000 Contracted Services - (6,275.00) (6,275.00) E Judicial Grants Division - III Rochester Hills FND11012 CCN3020405 SC750245 PRG121050 GRN-1004345 750000 Incentives - (1,623.00) (1,623.00) -$ (9,923.00)$ (9,923.00)$ WHEREAS a FY 2025-2026 budget amendment is recommended for District Court to accept $6,000 in grant funding for FY 2025 Veteran's Treatment Court. M.R. 19006 authorizes Management and Budget to administratively process grant agreements and grant amendments of $10,000 or less, after review and approval by Management and Budget, Human Resources, Risk Management and Corporation Counsel when the grant does not require an associated interlocal agreement, there are no position changes and the grantor does not require a separate resolution; and WHEREAS the FY 2024 Michigan Supreme Court State Court Administrative Office grant agreement was modified to reflect Amendment #5 to the 52-1 District Court FY 2024 Drug Court (Driving while Impaired) grant, reallocating $250 from Contractual/Electronic Monitoring to Contractual/Drug Testing which falls within the same account string; a budget amendment is not required as the activity remains in the Contractual Services line item budget. The amendment is less than fifteen percent of the original award (Res. #2023-3654); and WHEREAS a FY 2024 budget amendment is recommended for 52-1 District Court, recognizing Amendment #5 to the FY 2024 Mental Health Court Program reallocating $125 between line items. The amendment is less than fifteen percent of the original award (Res. #2023-3439); and WHEREAS a FY 2024 budget amendment is recommended for 52-1 District Court recognizing amendment #4 for the FY 2024 Michigan Drug Court Grant Program (Driving while Intoxicated) reallocating line item budgets. The amendment is less than fifteen percent of the original award (Res. #2023-3654); and WHEREAS a FY 2024 budget amendment is recommended for 52-1 District Court, recognizing Amendment #6 to the FY 2024 Mental Health Court Program reallocating $54 between line items. The amendment is less than fifteen percent of the original award (Res. #2023-3439); and WHEREAS a FY 2024 budget amendment is recommended for 52-1 District Court to reflect Amendment #3 to the FY 2024 Veteran's Treatment Court, reallocating $287 between line items. The amendment is less than fifteen percent of the original award (Res. #2023-3654) ; and 10 I I I I I I I I + R/E Fund Name Division Name Fund # (FND)Cost Center (CCN) # Account # (RC/SC) Program # (PRG) Grant ID (GRN) # Project ID # (PROJ) Region (REG) Budget Fund Affiliate (BFA) Ledger Account Summary Account Title FY 2024 Amendment FY 2025 Amendment FY 2026 Amendment Oakland County, Michigan FY 2024 YEAR END REPORT - BUDGET AMENDMENTS Schedule "A" DETAIL R Judicial Grants Division - III Rochester Hills FND11012 CCN3020405 RC615571 PRG121050 GRN-1004549 615000 State Operating Grants -$ 5,000.00$ 5,000.00$ -$ 5,000.00$ 5,000.00$ E Judicial Grants Division - III Rochester Hills FND11012 CCN3020405 SC732018 PRG121050 GRN-1004549 730000 Travel & Conference -$ 825.00$ 825.00$ E Judicial Grants Division - III Rochester Hills FND11012 CCN3020405 SC730373 PRG121050 GRN-1004549 730000 Contracted Services - 3,296.00 3,296.00 E Judicial Grants Division - III Rochester Hills FND11012 CCN3020405 SC750245 PRG121050 GRN-1004549 750000 Incentives - 879.00 879.00 -$ 5,000.00$ 5,000.00$ R Judicial Grants District Court IV FND11012 CCN3020505 RC615571 PRG121050 GRN-1004272 615000 State Operating Grants 5,000.00$ -$ -$ Total Revenues 5,000.00$ -$ -$ E Judicial Grants District Court IV FND11012 CCN3020505 SC730373 PRG121050 GRN-1004272 730000 Contracted Services 1,552.00$ -$ -$ E Judicial Grants District Court IV FND11012 CCN3020505 SC730548 PRG121050 GRN-1004272 730000 Drug Testing Expense 2,600.00 - - E Judicial Grants District Court IV FND11012 CCN3020505 SC732018 PRG121050 GRN-1004272 730000 Travel and Conference 549.00 - - E Judicial Grants District Court IV FND11012 CCN3020505 SC750245 PRG121050 GRN-1004272 750000 Incentives 299.00 - - Total Expenditures 5,000$ -$ -$ R General Fund Non-Departmental FND10100 CCN9010101 RC665882 PRG196030 665882 Planned Use of Balance (3,398,550.00)$ -$ -$ Total Revenues (3,398,550.00)$ -$ -$ E General Fund Non-Departmental FND10100 CCN9010101 SC788001 PRG196030 BFA42110 788001 Transfers Out (3,398,550.00)$ -$ -$ Total Expenditures (3,398,550.00)$ -$ -$ R Pontiac Development Fund Facilities Planning FND42110 CCN1040801 RC695500 PRG148020 PRJ-17576 BFA10100 695500 Transfers In (3,398,550.00)$ -$ -$ Total Revenues (3,398,550.00)$ -$ -$ E Pontiac Development Fund Facilities Planning FND42110 CCN1040801 SC760126 PRG148020 PRJ-17576 760000 Capital Outlay Miscellaneous (3,398,550.00)$ -$ -$ Total Expenditures (3,398,550.00)$ -$ -$ R Pontiac Development Fund Facilities Planning FND42110 CCN1040801 RC695500 PRG148020 PRJ-17756 695500 Transfers In 3,398,550.00$ -$ -$ Total Revenues 3,398,550.00$ -$ -$ E Pontiac Development Fund Facilities Planning FND42110 CCN1040801 SC788001 PRG148020 GRN-1004403 788001 Transfers Out 3,398,550.00$ -$ -$ Total Expenditures 3,398,550.00$ -$ -$ R Pontiac Development Fund Facilities Planning FND42110 CCN1040801 RC695500 PRG148020 PRJ-17576 BFA10100 695500 Transfers In (3,230,000.00)$ -$ -$ Total Revenue (3,230,000.00)$ -$ -$ E Pontiac Development Fund Facilities Planning FND42110 CCN1040801 SC760126 PRG148020 PRJ-17576 760000 Capital Outlay Miscellaneous (3,230,000.00)$ -$ -$ Total Expenditure (3,230,000.00)$ -$ -$ R Pontiac Development Fund Facilities Planning FND42110 CCN1040801 RC695500 PRG148020 BFA10100 695500 Transfers In 3,230,000.00$ -$ -$ Total Revenue 3,230,000.00$ -$ -$ E Pontiac Development Fund Facilities Planning FND42110 CCN1040801 SC760126 PRG148020 760000 Capital Outlay Miscellaneous 3,230,000.00$ -$ -$ Total Expenditure 3,230,000.00$ -$ -$ WHEREAS a FY2025-FY 2026 budget amendment is recommended for 52-3 District Court to accept the FY2025 Drug Court Grant amounting to $5,000. M.R. 19006 authorizes Management and Budget to administratively process grant agreements and grant amendments of $10,000 or less, after review and approval by Management and Budget, Human Resources, Risk Management and Corporation Counsel when the grant does not require an associated interlocal agreement, there are no position changes and the grantor does not require a separate resolution; and WHEREAS a FY 2024 budget amendment is recommended for 52-4 District Court to reflect Amendment #1 to the FY 2024 Drug Court Drug Program recognizing additional funding in the amount of $5,000. The amendment is less than fifteen percent of the original award (Res. #2023-3461); and Pontiac Building Development Project Corrected Amendment WHEREAS a FY 2024 budget amendment is recommended reversing and correcting the amendment from res. 2024-147 Pontiac Redevelopment Project - Architect/Engineer and Urban Planning Services for Renovations to 31 E Judson & 51111 Woodward in Pontiac as a project worktag should not have included. Reverse Original Amendment Corrected Amendment Reverse Original Amendment WHEREAS a FY 2024 budget amendment is recommended reversing the entries reflecting within the Schedule A of resolution 2024-4649 Economic Devvelopment - Pontiac Redevelopment Project- Phoenix Center Parking Structure Demolition as it was budgeted incorrectly. The resolution authorized a transfer of $3,398,550 from the MEDC Grant (GRN-1004403) to the Phoenix Center Parking Structure Demolition project (Proj-17756); and 11 I I I I Fund Ledger Account Cost Center Program Grant Amount FND10100 General 730000:Contractual Services CCN1050101 HR Administration PRG183010 HR Administration 2,052.28 730000:Contractual Services CCN1060101 Health and Human Services Administration PRG133000 HS Administrative Services 3,280.00 730000:Contractual Services CCN1060201 Health Administration PRG133150 Health Administration 6,572.00 730000:Contractual Services CCN1060212 Health Laboratory PRG133120 Lab 145.18 730000:Contractual Services CCN1070401 Community Corrections Administration PRG113180 Alternative Incarceration Ctrs 15,245.00 730000:Contractual Services CCN1070601 Medical Examiner Administration PRG132020 PS Administrative Services 289,181.10 730000:Contractual Services CCN1070601 Medical Examiner Administration PRG132030 Medical Examiner Services 148,558.00 730000:Contractual Services CCN1210101 Public Communications Administration PRG181000 General Executive Services 25,116.00 730000:Contractual Services CCN3010301 Circuit Court Civil Criminal PRG121130 General Support Staff 16,398.54 730000:Contractual Services CCN3010402 Circuit Court Family Division Court Services PRG135060 Casework Services 22,042.00 730000:Contractual Services CCN3010402 Circuit Court Family Division Court Services PRG135070 Clinical Services 725.00 730000:Contractual Services CCN3010403 Circuit Court Family Division Judicial Support PRG121240 Juvenile Support Services 8,714.65 730000:Contractual Services CCN3020201 District Court I Administration PRG121020 District Court Operations 5,774.19 730000:Contractual Services CCN3020401 District Court III Administration PRG121020 District Court Operations 277.50 730000:Contractual Services CCN3020501 District Court IV Administration PRG121020 District Court Operations 2,600.00 730000:Contractual Services CCN4030301 Sheriff Corrective Services Administration PRG112650 Corrections Support Services 23,171.75 730000:Contractual Services CCN4030901 Sheriff Investigative and Forensic Services Administration PRG116240 Laboratory Analysis 453.90 730000:Contractual Services Total 570,307.09 750000:Commodities CCN1020501 Equalization Administration PRG186030 Central Support 1,280.00 750000:Commodities CCN1060237 Health Hearing and Vision PRG133310 Vision 9,697.50 750000:Commodities CCN1070601 Medical Examiner Administration PRG132030 Medical Examiner Services 999.13 750000:Commodities CCN1090401 Veterans Service Administration PRG132050 Client Services 1,577.00 750000:Commodities CCN3010101 Circuit Court Judicial Administration PRG121000 JIMS 4,148.56 750000:Commodities CCN3010101 Circuit Court Judicial Administration PRG121100 Circuit Ct Administration 168,662.31 750000:Commodities CCN3010402 Circuit Court Family Division Court Services PRG135060 Casework Services 9,946.40 750000:Commodities CCN3040101 Probate Court Adminstration PRG121080 Pr Ct Administrative Services 26,242.74 750000:Commodities CCN3040403 Probate Estates and Mental Health PRG124015 Probate Court Svcs 577.12 750000:Commodities CCN4010201 Prosecuting Attorney Litigation PRG122050 General Prosecution 2,663.45 750000:Commodities CCN4030201 Sheriff Administrative Services Administration PRG112580 Sheriff Administration 3,219.68 750000:Commodities CCN4030301 Sheriff Corrective Services Administration PRG112620 Main Jail Housing 2,893.00 750000:Commodities CCN4030501 Sheriff Emergency Response and Preparedness Administr PRG110005 Emergency_Response_&_Preparedn 130,420.62 750000:Commodities CCN4030501 Sheriff Emergency Response and Preparedness Administr PRG110110 Sheriff Training 191,126.78 750000:Commodities CCN4030601 Sheriff Patrol Services PRG110000 Law Enforcement Admin 197,241.69 750000:Commodities CCN4030601 Sheriff Patrol Services PRG116200 Marine Safety 14,283.11 750000:Commodities CCN4030701 Sheriff Emergency Communication Operations PRG116230 Emergency Communications 4,579.58 750000:Commodities CCN6010101 WRC Administration PRG149010 Admin General 48.00 750000:Commodities CCN6010101 WRC Administration PRG149910 Safety Program 526.54 750000:Commodities CCN7010101 Treasurer Administration PRG186080 General Accounting 1,072.00 750000:Commodities Total CCN7010101 Treasurer Administration PRG186080 General Accounting 771,205.21 760000:Capital Outlay CCN1020501 Equalization Administration PRG186020 Equal Management 12,578.42 760000:Capital Outlay CCN1060201 Health Administration PRG133150 Health Administration 431.52 760000:Capital Outlay CCN1060212 Health Laboratory PRG133120 Lab 197,889.91 760000:Capital Outlay CCN1070601 Medical Examiner Administration PRG132030 Medical Examiner Services 36,637.72 760000:Capital Outlay CCN1110101 Emergency Management Division PRG115090 Emergency PreparednessERP 5,995.80 760000:Capital Outlay CCN3010101 Circuit Court Judicial Administration PRG121100 Circuit Ct Administration 1,740.86 760000:Capital Outlay CCN4030601 Sheriff Patrol Services PRG116200 Marine Safety 22,999.96 760000:Capital Outlay Total 278,274.19 770000:Internal Support Expenditures CCN4030301 Sheriff Corrective Services Administration PRG112620 Main Jail Housing (blank)3,855.60 770000:Internal Support Expenditures Total 3,855.60 FND10100 General Total 1,623,642.09 FND10101 General Fund-Grants 730000:Contractual Services CCN4010101 Prosecuting Attorney Administration PRG135170 Victim Services GRN-1004279 13,483.35 730000:Contractual Services Total 13,483.35 FND10101 General Fund-Grants Total 13,483.35 OAKLAND COUNTY MICHIGAN - FY 2024 YEAR END REPORT - ENCUMBRANCES 12 Fund Ledger Account Cost Center Program Grant Amount OAKLAND COUNTY MICHIGAN - FY 2024 YEAR END REPORT - ENCUMBRANCES FND20293 Child Care Fund 730000:Contractual Services CCN1070701 Childrens Village Administration PRG112010 Childrens Village Administrati 1,251.88 730000:Contractual Services CCN1070701 Childrens Village Administration PRG134850 Dental 3,978.26 730000:Contractual Services CCN3010402 Circuit Court Family Division Court Services PRG113310 Intensive Probation 13,847.75 730000:Contractual Services CCN3010402 Circuit Court Family Division Court Services PRG121200 Circuit Ct Drug Court 3,823.60 730000:Contractual Services CCN3010402 Circuit Court Family Division Court Services PRG135075 Home Care Juvenile Mental Health Court 12,407.00 730000:Contractual Services Total 35,308.49 750000:Commodities CCN1070701 Childrens Village Administration PRG112090 General CV Operations 1,254.28 750000:Commodities CCN1070701 Childrens Village Administration PRG112100 CV Medical Services 39.11 750000:Commodities CCN1070701 Childrens Village Administration PRG112190 Operations-Food Services 6,749.02 750000:Commodities CCN1070701 Childrens Village Administration PRG134850 Dental 23.97 750000:Commodities Total 8,066.38 FND20293 Child Care Fund-Total 43,374.87 Total Encumbrances 1,680,500.31 13 COUNTY OF OAKLAND FY 2024 YEAR END REPORT - GENERAL FUND GENERAL FUND/GENERAL PURPOSE REVENUE AND EXPENDITURES SUMMARY BY DEPARTMENT FY 2024 BUDGET AMOUNT ADOPTED AS FY 2024 FAVORABLE/ BUDGET AMENDED ACTUALS (UNFAVORABLE)PERCENT REVENUES GENERAL FUND Taxes 307,645,907.11$ 307,645,907.11$ 308,437,592.15$ 791,685.04 0.26% Federal Grants 2,339,451.00 2,717,669.00 9,236,913.98 6,519,244.98 239.88% State Grants 22,861,073.00 25,612,770.00 25,342,189.40 (270,580.60) -1.06% Other Intergovernmental Revenue 55,014,534.00 54,964,484.00 55,172,056.08 207,572.08 0.38% Charges for Services 125,967,216.00 128,511,194.00 134,336,261.81 5,825,067.81 4.53% Indirect Cost Recovery 9,150,000.00 9,150,000.00 11,128,428.87 1,978,428.87 21.62% Contributions 0.00 5,000.00 13,461.29 8,461.29 Investment Income 3,304,700.00 3,304,700.00 21,077,350.22 17,772,650.22 537.80% Other Revenues 16,500.00 16,500.00 4,717,565.98 4,701,065.98 28491.31% Transfers In 44,327,977.00 55,790,870.00 58,985,331.74 3,194,461.74 5.73% SUB-TOTAL GENERAL FUND/GENERAL PURPOSE 570,627,358.11$ 587,719,094.11$ 628,447,151.52$ 40,728,057.41$ 6.93% TOTAL GF/GP FUNDS 570,627,358.11$ 587,719,094.11$ 628,447,151.52$ 40,728,057.41$ 6.93% EXPENDITURES ADMINISTRATION OF JUSTICE Circuit Court 53,445,806.77$ 56,470,784.82$ 48,964,768.98 7,506,015.84$ 13.29% 52nd District Court 20,306,782.89 20,604,119.04 20,365,282.47 238,836.57 1.16% Probate Court 8,325,470.27 8,498,094.27 8,222,575.49 275,518.78 3.24% TOTAL ADMIN. OF JUSTICE 82,078,059.93$ 85,572,998.13$ 77,552,626.94$ 8,020,371.19$ 9.37% LAW ENFORCEMENT Prosecuting Attorney 27,732,067.90 28,973,280.07 27,559,979.55 1,413,300.52 4.88% Sheriff 198,697,219.56 208,491,886.21 206,624,984.47 1,866,901.74 0.90% TOTAL LAW ENFORCEMENT 226,429,287.46$ 237,465,166.28$ 234,184,964.02$ 3,280,202.26$ 1.38% GENERAL GOVERNMENT Clerk/Register of Deeds 11,550,021.83 12,855,192.03 12,408,520.80 446,671.23 3.47% Treasurer 9,010,040.85 9,691,474.85 8,496,430.23 1,195,044.62 12.33% Board of Commissioners 5,737,575.22 6,788,911.66 5,254,861.08 1,534,050.58 22.60% Water Resources Commissioner 8,479,591.25 8,819,284.25 8,751,254.12 68,030.13 0.77% TOTAL GENERAL GOVERNMENT 34,777,229.15$ 38,154,862.79$ 34,911,066.23$ 3,243,796.56$ 8.50% COUNTY EXECUTIVE County Executive Admn.11,105,276.79$ 11,688,975.79$ 10,929,500.82$ 759,474.97$ 6.50% Management and Budget 24,954,180.43 26,368,325.57 23,616,696.22 2,751,629.35 10.44% Facilities Management 5,378,088.63 5,615,586.33 6,206,819.35 (591,233.02) -10.53% Human Resources 6,276,367.26 6,702,813.51 5,751,468.99 951,344.52 14.19% Health and Human Services 63,651,702.56 78,790,252.46 53,799,251.95 24,991,000.51 31.72% Public Services 46,056,237.79 47,687,013.94 43,967,481.21 3,719,532.73 7.80% Economic Development 11,303,843.84 15,234,318.84 12,110,899.09 3,123,419.75 20.50% Emergency Management & Homeland Security 3,253,620.90 3,359,982.90 2,454,296.95 905,685.95 26.96% Public Communication 3,962,765.23 4,442,689.27 3,596,018.80 846,670.47 19.06% TOTAL COUNTY EXECUTIVE 175,942,083.43$ 199,889,958.61$ 162,432,433.38$ 37,457,525.23$ 18.74% TOTAL DEPARTMENTS 519,226,659.97$ 561,082,985.81$ 509,081,090.57$ 52,001,895.24$ 9.27% Non-Departmental 56,669,458.45$ 55,729,995.15$ 63,302,006.20 (7,572,011.05) TOTAL GOVERNMENTAL EXPENDITURES 575,896,118.42$ 616,812,980.96$ 572,383,096.77$ 44,429,884.19$ 7.20% General Fund/General Purpose Favorable/(Unfavorable) - Budget Perspective 85,157,941.60$ 85,157,941.60$ PLANNED USE OF FUND BALANCE 5,268,760.00$ 29,093,887.17$ -$ (29,093,887.17)$ Impact on Fund Balance (Includes Encumbrances)56,064,054.43$ 14 AMOUNT ADOPTED AMENDED FY 2024 FAVORABLE BUDGET BUDGET ACTUALS (UNFAVORABLE)PERCENT EXPLANATION OF SIGNIFICANT VARIANCES TAXES (601000-601999) Property Taxes - July Tax Levy 305,725,907.11$ 305,725,907.11$ 305,348,414.29 (377,492.82)$ -0.12%Unfav. Due to timing of tax collection and sixty day revenue recognition. Other Taxes - Delinquent Tax - Prior Years 125,000.00 125,000.00 163,771.08 38,771.08 31.02%Fav. Due to delinquent tax collections and principal residence exemptions. Marijuana Tax 1,100,000.00 1,100,000.00 2,206,214.23 1,106,214.23 100.56%Fav. Due to distribution of sales and excise taxes collected from marihuana sales. Treasurer Payment in Lieu of Taxes 600,000.00 600,000.00 616,359.55 16,359.55 2.73%Fav. due to tax payments from the state on DNR land. Trailer Tax 95,000.00 95,000.00 102,833.00 7,833.00 8.25%Fav. Based on monthly fee on mobile homes Total Taxes 307,645,907.11$ 307,645,907.11$ 308,437,592.15$ 791,685.04$ 0.26% FEDERAL GRANTS (610000-610999) Sheriff - Sheriff's Office -$ -$ -$ -$ 0.00% Sheriff - Emergency Response and Prep - - - - 0.00% Sheriff - Patrol - 154,476.00 183,186.88 28,710.88 18.59%Fav. FY23 Marine Safety Grant Federal $119,100 partially offset by unfav. FY24 Trafffic Safety Overtime Enforcement Grant ($63,333) and FY24 Alcohol, Tobacco, Firearms & Explosives (ATF) Task Force Overtime Reimbursement Grant ($27,253) due to timing of grant reimbursements. Sheriff - Investigative/Forensic Services 132,300.00 134,100.00 128,101.63 (5,998.37) -4.47%Unfav. FY24 High Intensity Drug Trafficking Areas (HIDTA) NET Program Grant ($31,328); partially offset by fav. FY23 HIDTA NET Program Grant $27,130 due timing of reimbursements. Prosecuting Attorney 300,000.00 300,000.00 322,641.25 22,641.25 7.55%Fav. due to the revenue recognized for the fiscal year 2016 -2023 Title IV-E Client Services award (GRN-1002436). Homeland Security - Disaster Control - - - - 0.00% Emergency Management and Homeland Security 993,729.00 1,024,089.00 1,040,553.54 16,464.54 1.61% Health Division 613,422.00 630,004.00 230,294.26 (399,709.74) -63.45%Unfav. due to revenues from Medicaid Outreach activities/billings less than anticipated. Children's Village 300,000.00 300,000.00 217,604.26 (82,395.74) -27.47%Unfav. $82,395.74 due grant funding on food accessibility and supply chain issues and School Lunch program serving less due to decline in population of residents.. Circuit Court - Family Division - 175,000.00 37,611.05 (137,388.95) -78.51%Unfav. related to the CPLR grant activity. Non-Department - -7,076,921.11 7,076,921.11 100.00%Fav. Due to reimbursement from the State of Michigan for FEMA Disaster assistance for COVID-19 food programs for homeless populations. Total Federal Grants 2,339,451.00$ 2,717,669.00$ 9,236,913.98$ 6,519,244.98$ 239.88% STATE GRANTS (615000-615999) Sheriff - Emergency Response and Prep -$ 668,500.00$ 366,782.29$ (301,717.71)$ -45.13%Unfav. 2024 CPE Pilot Program - OSCO Grant ($308,500) due to timing of reimbursement. Sheriff - Patrol Services -$ -$ 49,369.37$ 49,369.37$ 100.00%Fav. FY2023 Marine Safety Grant due to timing of reimbursement. State Match Foster Care - - -$ - 0.00% Prosecuting Attorney - - - - 0.00% Clerk - County Clerk - 23,000.00 50,510.09 27,510.09 119.61% Fav. due to SCAO (State Court Administrative Office) Grant funding College Intern Positions. Economic Development - - - - 0.00% Health Division 7,081,450.00 8,863,539.00 8,538,307.41 (325,231.59) -3.67%Unfavorable due to inactive grant budgets that need to be cleared off and eliminated. Facilities Management - - 500,000.00 500,000.00 100.00%Fav. Sustainability Initiatives from Michigan Economic Development Corporation (MEDC) for the installation of electric vehicle charging stations. Budget resides in FY 2023. Water Resources Commissioner - - - - 0.00% Economic Development - Veteran's Services - - - - 0.00% Non-Departmental - Child Care Subsidy 15,779,623.00 16,057,731.00 15,837,220.24 (220,510.76) -1.37%Unfav. Due to less than anticipated reimbursement from the state on eligible child care costs. Total State Grants 22,861,073.00$ 25,612,770.00$ 25,342,189.40$ (270,580.60)$ -1.06% COUNTY OF OAKLAND GENERAL FUND / GENERAL PURPOSE REVENUES FISCAL YEAR 2024 YEAR END REPORT 15 AMOUNT ADOPTED AMENDED FY 2024 FAVORABLE BUDGET BUDGET ACTUALS (UNFAVORABLE)PERCENT EXPLANATION OF SIGNIFICANT VARIANCES COUNTY OF OAKLAND GENERAL FUND / GENERAL PURPOSE REVENUES FISCAL YEAR 2024 YEAR END REPORT OTHER INTER-GOVERNMENTAL REVENUES (620000 - 626999) Non-Departmental 52,750,000.00$ 52,750,000.00$ 52,943,793.24$ 193,793.24$ 0.37%Fav. State Revenue Sharing $598,770 due to increased appropriaton from the State of Michigan (2023 Public Act 119). Also, Due to State Court Fund Disb PA 189 $163,220 based on caseload distribution on operational expenditures for trial courts. Partially offset by unfav. Local Community Stablization Share (Personal Property Tax Loss) ($310,648)due to timing of distribution from the state. Emergency Management - Homeland Security 9,000.00 9,000.00 29,658.48 20,658.48 229.54%Favorability due to income from installation/replacement of Tornado Sirens. Circuit Court-Judicial Admin - - - - 0.00% Circuit Court- Civil Criminal 4,500.00 129,500.00 73,069.19 (56,430.81) -43.58%Unfav. primarily attributed to ($51,930.81) in Attorney Fee - Appellate based on appeals activity; 50% reimbursement from the State. Also unfavorable ($4,500) in Drug Case Management based on timing. This is a reimbursement from the Stte for drug case activity, which is a set amount and get distributed annually on a pro-rata basis. District Court 1,800.00 1,800.00 - (1,800.00) -100.00%Unfav. Drug Case Management ($1,800) due to actuals activity being lower than budgeted. Probate Court - - - - 0.00% Sheriff 255,050.00 80,000.00 24,000.00 (56,000.00) -70.00%Unfav. Social Security Incentive Payments ($56,000) as a result of a reduction in the number of inmates receiving social security. Funds are collected from jail inmates who receive SSI to offset the cost of incarceration. Non-Departmental - Reimb Judges Salaries 1,994,184.00 1,994,184.00 2,101,535.17 107,351.17 5.38%Fav. Due to increased reimbursement of Probate Court Judges Salaries Total Other Intergovernmental Revenue 55,014,534.00$ 54,964,484.00$ 55,172,056.08$ 207,572.08$ 0.38% CHARGES FOR SERVICES (630000-635999) Administration of Justice Circuit Court - Judicial/Administration -$ -$ 1,000.00$ 1,000.00$ 100.00%Fav. $1,000 in Judge On Line Services due to adjustment for CRE. Circuit Court - Civil/Criminal 666,700.00 541,700.00 745,030.86 203,330.86 37.54%Fav. primarily due to $186,348.71 in Costs, as assigned by judges and collected by reimbursement. Also favorable $53,430.36 Jury Fees based on increased activity; more jury trials are being requested. Partially offset by unfavorability in Civil Mediation Payments of ($24,450). This dollar-for-dollar reimbursement is driven by the Attorney Fees Medators activity, which is down due to law changes in 2023 leading to less cases going to mediation than previous. Also unfavorable (8,887.50) in Mediation Fines as refunds come in; also pressured by less mediations occuring. Circuit Court - Family Division 187,500.00 187,500.00 268,289.34 80,789.34 43.09%Fav. primarily due to Board and Care $38,132.27 and Govt Benefit Board and Care $25,688.78 due to Child Care Fund chargebacks. Also favorable $11,800 in Adoptive Info Request Fee due to increased activity. Also favorable $3,013.78 in Costs based on assignment by judges and collection by Reimbursement. District Court - Division I (Novi)3,039,753.00 3,039,753.00 2,667,853.32 (371,899.68) -12.23%Unfav. primarily due to Ordinance Fines and Costs ($212,839.91); State Law Costs ($94,013.80); and Probation Fees ($43,047.11) attributed to changes in legislation. District Court - Division II (Clarkston)1,616,941.00 1,616,941.00 1,434,800.61 (182,140.39) -11.26%Unfav. primarily due to State Law Costs ($239,136.77) and Ordinance Fines and Costs ($18,060.31) attributed to changes in legislation. Also unfavorable ($24,120) in Garnishment Fees due to collection activity being less than budgeted. Partially offset by favorability of $49,223.43 in Probation Fees due to increased activity. District Court - Division III (Rochester Hills)3,500,015.00 3,500,015.00 2,935,357.24 (564,657.76) -16.13%Unfav. primarily from Ordinance Fines and Costs ($334,775.37), Probation Fees ($182,319.50) and State Law Costs ($18,125.81) due to changes in legislation. District Court - Division IV (Troy)1,589,403.00 1,589,403.00 1,433,046.26 (156,356.74) -9.84%Unfav. attributed to Forfeiture of Bonds ($38,692), Drunk Driving Caseflow DDCAF ($23,457.61), Garnishment Fees ($18,885) and Warrant Recall Fee ($18,089) due to activity being less than budgeted. Also unfavorable Ordinance Fines and Costs ($21,387.59) attributed to the reduction in caseload from marijuana legalization and other policy changes. Also unfavorable Probation Fees ($17,079.39) attributed to changes in legislation. Probate Court - Estates and Mental Health 532,650.00 532,650.00 759,388.35 226,738.35 42.57%Fav. primarily due to Gross Estate Fees $126,903.15 due to a increase in fees paid. Also fav. Certified Copies $44,846 and Photostats $22,196.20 due to an increase in activity. Total Administration of Justice 11,132,962.00$ 11,007,962.00$ 10,244,765.98$ (763,196.02)$ -6.93% 16 AMOUNT ADOPTED AMENDED FY 2024 FAVORABLE BUDGET BUDGET ACTUALS (UNFAVORABLE)PERCENT EXPLANATION OF SIGNIFICANT VARIANCES COUNTY OF OAKLAND GENERAL FUND / GENERAL PURPOSE REVENUES FISCAL YEAR 2024 YEAR END REPORT Law Enforcement Prosecuting Attorney 833,621.00$ 833,621.00$ 749,139.94 (84,481.06) -10.13%Unfav. Crime Victim Rights ($74,679) due to timing of grant reimbursement. Sheriff's Office 2,900.00 2,900.00 39,871.63 36,971.63 1274.88%Fav. Reimb General $36,084 due to higher abandoned auto auction activity and DNA Testing Fees due to increased activity. Sheriff - Administrative Services 243,500.00 243,500.00 286,777.06 43,277.06 17.77%Fav. FOIA Fees $41,920 and Photostats $22,170 due to increased activity; partially offset by Unfav. Fingerprints ($19,810) and Registration Fees ($8,338) due to reduced activity. Sheriff - Corrective Services 2,381,342.00 2,381,342.00 3,090,767.91 709,425.91 29.79%Fav. Commissions Contracts $585,110 due to increased usage of the Commissary and Diverted Felon $196,060 due to the number of inmates that meet reimbursement criteria; partially offset by unfav. Inmate Board and Care ($77,727) due to lower collection rates. Sheriff - Corrective Services Satellites 961,099.00 961,099.00 967,987.18 6,888.18 0.72%Fav. Reimb Court Services $41,499 due to higher than budgeted court security services; partially offset by unfav. Civil Action Service Fees ($34,020) due to less activity. Sheriff - Emergency Response and Prep - - 3,570.77 3,570.77 100.00%Fav. Reimb General due to reimbursable training activity. Sheriff - Patrol Services 65,992,466.00 67,395,141.00 68,233,819.00 838,678.00 1.24%Fav. Reimbursement Salaries $573,413 due to contracts with venues such as Pine Knob and Meadowbrook; Also fav. Sheriff Special Deputie $414,559 based on billable activity for law enforcement services. Partially offset by unfav. Reimb Contracts ($153,523) due to timing of reimbursement for school resource officers at Oakland and Pontiac Schools. Sheriff - Emergency Communications Operations 2,872,878.00 3,233,975.00 3,233,119.14 (855.86) -0.03%Unfav. Dispatch Services based on billable activity. Sheriff - Technology Information and Innovation Division - - 535.35 535.35 100.00%Fav. Photostats for unanticipated activity. Sheriff - Investigative Forensic Services 1,015,000.00 1,065,416.00 418,666.19 (646,749.81) -60.70%Unfav. primarily due to Drug Testing ($683,916) as the Results testing program has not returned to full capacity since the pandemic and is experiencing a lower number of clients and partially offset by favorable operating expenditures Laboratory Supplies. Also fav. Reimb Salaries $21,658 due to task force reimbursement. Total Law Enforcement 74,302,806.00$ 76,116,994.00$ 77,024,254.17$ 907,260.17$ 1.19% General Government Clerk - Administration -$ -$ 306.77 306.77$ 100.00%Due to FOIA Fee Clerk - County Clerk 2,183,100.00 2,183,100.00 2,922,217.31 739,117.31 33.86%Fav. Certified Copies $251,232.74, Photostats $183,794.2, Jury Fees $42,180, Civil Action Entry Fees $38,495 due to increased activity. Also Fav. Costs $20,600 due to court ordered and contempt fees from judge. Fav. Forfeiture of Bonds $84,013.25 and Forfeiture of Surety Bonds $73,983 due to bond forfeiture by individual and reimbursement entry. Clerk - Elections 196,900.00 196,900.00 455,155.62 258,255.62 131.16%Fav. due to Reimb General $268,891.74 as charging CVT's for election services. Also, Fav. Late Penalty $54,105 due to fee collected from late filers. Partially offset by Unfav. Passport Fees ($38,455) due to less activity, and an Unfav. Election Filing Fees Late $30,000 due to no fees were collected from late filers. Clerk - Register of Deeds & Micrographics 13,548,500.00 13,548,500.00 14,271,122.85 722,622.85 5.33% Fav. due to Land Transfer Tax $612,742.85 due to interest rates rising and low housing inventory. Tract Index $118,170 due to increase in property transactions. Also, Fav. Enhanced Access Fees $56,413.52 and Photostats $12,043 due to increase in activity. Partially offset by Unfav. Mortgages ($72,646) due to interest rate rising and low housing inventory. 17 AMOUNT ADOPTED AMENDED FY 2024 FAVORABLE BUDGET BUDGET ACTUALS (UNFAVORABLE)PERCENT EXPLANATION OF SIGNIFICANT VARIANCES COUNTY OF OAKLAND GENERAL FUND / GENERAL PURPOSE REVENUES FISCAL YEAR 2024 YEAR END REPORT Treasurer 3,466,100.00 3,466,100.00 7,549,539.88 4,083,439.88 117.81%Fav. Pymts Other Than Anticipated $4,550,514.47 and Miscellaneous Revenue $30,338.31 due to land sale proceeds. Also Fav. FOIA $11,775 due to request. Partially offset by Unfav. Civil Action Service Fees ($204,346.56) due to declining forclosures, Administration Fees ($164,776.78) due to investment service fees, Title Search Fees ($60,907.61) due to fewer searches on delinquent parcels. Also Unfav. Deeds ($27,120.80), Tax Reverted Land Co Portion ($20,465), Tax Statements ($12,871.20) and Foreclosure Notification Fee ($12,091.13), Recording Fee Forfeiture Certi ($5,656.76) and Recording Fee Redemption Certi ($5,631.97) due to fewer land sales. The overarching cause is due to land sales activity. Board of Commissioners 3,700.00 3,700.00 2,967.27 (732.73) -19.80%Unfav. Fee Income ($732.73) due to less prescription royalties due to decreased demand. Water Resources Commissioner 3,854,519.00 3,978,519.00 4,147,990.27 169,471.27 4.26%Fav - Reimbursement General $150,337 a result of Drain Administration able to charge more time than anticipated to special revenue and proprietary funds. Fav - Reimbursement Salaries Construction Administration $26,509 a result of under estimated budget compared to actual amount eligible to charge back to projects. Unfav - Soil Erosion Fees ($7,821) due to over forecasted reimbursement for contractors work on sediment control standards manual and legislation pertaining to water affordability issues. Total General Government 23,252,819.00$ 23,376,819.00$ 29,349,299.97$ 5,972,480.97$ 25.55% County Executive County Exec - Corp Counsel - - 1,726.74 1,726.74 100.00%Fav. attributed to Corporation Counsel's work on FOIA requests. County Exec - DEI - - 4,493.28 4,493.28 100.00%Fav. due to Diverse Connections conference, held by DEI and Purchasing for vendors. M&B - Equalization Division 3,655,054.00 3,655,054.00 3,875,939.02 220,885.02 6.04%Favorability due to increases in CVT contracts. M&B - Fiscal Services Division 134,660.00 134,660.00 168,584.83 33,924.83 25.19%Fav. due to increase in Late Penalty fees M&B - Purchasing Division 715,690.00 715,690.00 366,313.53 (349,376.47) -48.82%Unfav. Refunds Miscellaneous due to lower than expected purchasing/rebates Facilities Management - Support Services 396,000.00 396,000.00 464,200.68 68,200.68 17.22%Favorability in Metered Postage revenues due to higher than higher than normal rebills to departments, rate increase, and special billings. This partially offsets unfavorable mail handling. Human Resources - - - 0.00% HHS - Administration - - 36,600.00 36,600.00 100.00%Fav. due to Psych Testing and Evaluation fees being more than anticipated. HHS - Health Division 4,177,916.00 4,181,246.00 4,293,911.93 112,665.93 2.69% HHS - Neighborhood & Housing Development - - - - 0.00% Public Services - Community Corrections 8,750.00 8,750.00 15,600.00 6,850.00 78.29%Fav. Fee Income $6,850 due to intake and higher than anticipated referrals from Judges. Public Services - Medical Examiner 469,850.00 1,180,750.00 1,091,078.37 (89,671.63) -7.59%Unfav. Autopsies (192,135) due to joint operating agreement with Macomb county (MR 2023- 3415) and the number of autopsies performed. Partially Offset by Fav. Cremation Approval Fees $99,100 due to increase in Cremation permit activity and Lapper County contract. Also, Fav. Medical Services $13,850 due to more number of cases. Public Services - Children's Village 4,763,987.00 4,763,987.00 4,383,301.42 (380,685.58) -7.99%Unfav. Child Care State Aid ($374,522) due in-county kids. Also, Unfav. Board and Care ($291,248.50) related to fewer residents on campus. Partially offset by Fav. Out County Board and Care $139,925.82 and Guaranteed Beds-Shelter Care $145,831.10 due to more out- county kids. Public Services - Animal Control 1,722,014.00 1,730,124.00 1,010,442.91 (719,681.09) -41.60%Unfav. Sale of Licenses ($743,301.04) due to smaller census team and lower activity ever since the COVID-19 pandemic. Partially Offset by Fav. Adoption Fee $23,880 and Services Fees $32,018.07 due to fee collected for purchase of on-line dog license, contracted Municipalities Inter-Local Agreement. Public Services - Circuit Court Probation - - - - 0.00% Economic Development - Planning & Local Bus Dev. (FKA PEDS) 316,708.00 316,708.00 527,517.98 210,809.98 66.56%Fav. Primarily due to NoHaz program revenues. Economic Development - Emerging Growth & Innovation - - 3,000.00 3,000.00 100.00%Fav. Due to seiminars Economic Development - Veterans - 8,450.00 - (8,450.00)-100.00%Unfav. Due to timing of reimbursement. Economic Development - Workforce Development Admin. - - 221,608.63 221,608.63 100.00%Fav. Primarily due to Michigan Career Quest revenues. 18 AMOUNT ADOPTED AMENDED FY 2024 FAVORABLE BUDGET BUDGET ACTUALS (UNFAVORABLE)PERCENT EXPLANATION OF SIGNIFICANT VARIANCES COUNTY OF OAKLAND GENERAL FUND / GENERAL PURPOSE REVENUES FISCAL YEAR 2024 YEAR END REPORT Total County Executive 16,360,629.00$ 17,091,419.00$ 16,464,319.32$ (627,099.68)$ -3.67% Non-Departmental Non-Dept - Charges for Services 918,000.00$ 918,000.00$ 1,253,622.37 335,622.37 36.56%Fav. Primarily due to Commission Public Telephone $314,270 due to increased use of telephone and electronic mail services used at the county jail and Children's Village. Total Non-Departmental 918,000.00$ 918,000.00$ 1,253,622.37$ 335,622.37$ 36.56% Total Charges for Services 125,967,216.00$ 128,511,194.00$ 134,336,261.81$ 5,825,067.81$ 4.53% INDIRECT COST RECOVERY (640100)9,150,000.00$ 9,150,000.00$ 11,128,428.87 1,978,428.87$ 21.62%Fav. Due to greater than anticipated activity related to grants and proprietary funds CONTRIBUTIONS (650000) Board of Commissioners-Contributions - - - - 0.00% Sheriff Patrol Services Donations - 5,000.00 5,000.00 - 0.00%Bill and Shannon Johns donation to K9 Unit in memory of Bill Loken. Health Division 1,202.00 1,202.00 100.00%Fav. Donation received Department of Public Communications - Sponsorships - - - - 0.00% Public Svcs - Animal Control - - 477.75 477.75 100.00%Fav. Donation received Economic Development & Comm Affairs - Contributions - - 6,756.54 6,756.54 100.00%Fav. Donation received Non-Departmental 25.00 25.00 100.00% Economic Development - Contributions - - - - 0.00% Water Resources Commissioner - - - - 0.00% Total Contributions Revenues -$ 5,000.00$ 13,461.29$ 8,461.29$ 169.23% INVESTMENT INCOME (655000) District Courts (Div. I - IV)2,200.00 2,200.00 2,595.16 395.16 17.96%Fav. due to investment base and market rate adjustments. Sheriff Corrective Services - - 1.60 1.60 100.00%Fav. Interest income Sheriff Investigative/Forensic Services - - - - 0.00% Treasurer 300,000.00 300,000.00 1,572,032.42 1,272,032.42 424.01%Fav. due to investment base and market rate adjustments. Clerk/Register of Deeds 2,500.00 2,500.00 655.37 (1,844.63) -73.79%Unfav. due to Interest on Investments Fiscal Services - - - - 0.00% Economic Development - - - - 0.00% Health Division - - 3.23 3.23 100.00%Fav. Interest income Non-Departmental 3,000,000.00 3,000,000.00 19,502,062.44 16,502,062.44 550.07%Fav. due to investment base and market rate adjustments. Total Investment Income 3,304,700.00$ 3,304,700.00$ 21,077,350.22$ 17,772,650.22$ 537.80% OTHER REVENUES (670000) Circuit Court - Donations -$ -$ -$ -$ 0.00% Circuit Court - - - - 0.00% District Courts (Div. I - IV)- - 225.00 225.00 100.00%Refund Prior Years Expenditure District Courts (Div. I - IV)- - - - 0.00% Probate Court - - 28.00 28.00 100.00%Favorable $28 in Cash Overages for CRP Probate. Sheriff Office - - 5,170.27 5,170.27 100.00%Fav.due to enhancement funds. Sheriff - Administrative Services - - 18.22 18.22 100.00%Fav. due to Cash Overages. Sheriff - Corrective Services - - - - 0.00% Sheriff - Corrective Services-Satellites - - - - 0.00% Sheriff - Emergency Resp and Prepare - - 627,332.86 627,332.86 100.00%Fav. due to helicopter insurance recoveries. Sheriff - Patrol Services 12,000.00 12,000.00 - (12,000.00) -100.00%Unfav. due to less County Auction activity. Sheriff - Emergency Communications Operations - - - -0.00% Sheriff - Investigative/Forensic Svc 3,000.00 3,000.00 10,985.54 7,985.54 266.18%Fav. Refund Prior Years Expenditures $10,859 from reimbursement worked in previous fiscal year from DEA task force members; partially offset by unfav. County Auction ($2,874) due to less activity. Clerk - County Clerk - - 81.00 81.00 100.00%Fav. due to Cash Overages Clerk - Elections - - - - 0.00% Clerk - Register of Deeds & Micrographics - - 97.19 97.19 100.00%Fav. due to Cash Overages Treasurer - - 2,969,402.98 2,969,402.98 100.00%Fav. Due to Land Sale Refund Prior Years Expenditure Treasurer - Sale of Equipment - - 46.00 46.00 100.00%Due to Bidcorp Auction 2-23-24 Board of Commissioners - - - - 0.00% Water Resources Commissioner - - - - 0.00%19 AMOUNT ADOPTED AMENDED FY 2024 FAVORABLE BUDGET BUDGET ACTUALS (UNFAVORABLE)PERCENT EXPLANATION OF SIGNIFICANT VARIANCES COUNTY OF OAKLAND GENERAL FUND / GENERAL PURPOSE REVENUES FISCAL YEAR 2024 YEAR END REPORT County Exec - Compliance Office - - - - 0.00% Management and Budget - Fiscal Services - - - - 0.00% Facilities Management - Support Services 1,500.00 1,500.00 1,533.35 33.35 2.22% Human Resources - - - - 0.00% Facilities Management Engineering - - - - 0.00% Health Administration - - 1,200.00 1,200.00 100.00% Health Division - - 411.00 411.00 100.00%Fav. Due to County Auction and Adjustment to Prior Years entry. Homeland Security - - - - 0.00% EMG - Homeland Security - - 146.00 146.00 100.00% Public Services - Community Corrections - - 110.00 110.00 100.00%Fav. Due to County Auction. Public Services - Medical Examiner - - 909.00 909.00 100.00%Fav. Due to County Auction. Public Services - Animal Control-Other Revenues - - 96.84 96.84 100.00% Public Services - Children's Village - Other Revenues - - 48,223.53 48,223.53 100.00%Fav. Refund Prior Year Revenue $48,223.53 mainly attributed to Board and Care revenue received after year-end for Q2 forecast. To correct prior year accrual/reversal. Economic Development - Veterans - - - - 0.00% Non-Dept - Sundry - - 1,051,549.20 1,051,549.20 100.00%Fav. Primarily due to Prior Year Revenue for FY 2022 FEMA reimbursement for COVID testing and drive through testing. Total Other Revenues 16,500.00$ 16,500.00$ 4,717,565.98 4,701,065.98$ 28491.31% TRANSFERS IN (695500) Circuit Court - Transfers In - - 112,833.12 112,833.12 100.00%Fav. Transfers In for the general fund portion of the Child Parent Legal Representation Grant. Prosecuting Attorney Transfers In - 202,171.00 229,146.09 26,975.09 13.34%Fav. Due to the grant match component of salaries for the Title IV-E Client Services grant $188,733. Board of Commissioners 100,000.00 100,000.00 100,000.00 - 0.00% County Executive - Indigent Defense 1,883,620.74 1,883,620.74 100.00% Facilities Engineering - - - - 0.00% Health Division - Transfers In 17,000,000.00 7,063,293.00 17,063,293.00 10,000,000.00 141.58%Fav. Reimbursement from ARPA Fund (FND21285) for COVID related activity. Public Services - Animal Control-Transfers In - - - - 0.00% Public Services - Children's Village - Transfers In - - - - 0.00% Economic Development Transfers In - - - - 0.00% Medical Examiners Transfer In - - - - 0.00% Sheriff Corrective Services Transfers In 54,825.00 54,823.24 (1.76) 0.00% Sheriff Emergency Communication Operations Transfers In 4,527.00 4,526.83 (0.17) 0.00% Sheriff Investigative and Forensic Services Admin Transfers In - 179,757.00 185,535.66 5,778.66 3.21%Fav. due to restricted fund transfers for reimbursement of eligible laboratory expenditures. Treasurers' Transfers In 2,700,000.00 2,700,000.00 2,672,541.37 (27,458.63) -1.02%Unfav. due to the collection of fee transfers related to the DTRF 2020 tax levy. The transfer from DTRF to the General Fund is related to administrative fees on real property taxes that are held in arrears in the DTRF for three years.. Non-Departmental - Transfers In 24,527,977.00 45,486,297.00 36,679,011.69 (8,807,285.31) -19.36%Unfav. Primarily due to less appropriation needed for the Child Care Fund. Total Transfers In Revenues 44,327,977.00$ 55,790,870.00$ 58,985,331.74 3,194,461.74$ 5.73% PLANNED USE OF FUND BALANCE (665882) Encumbrances and Carry forwards - 19,828,116.17 (19,828,116.17) -100.00% Use of Prior Yrs Fund Balance 5,268,760.00$ 9,265,771.00$ (9,265,771.00) -100.00% Total Planned Use of Fund Balance 5,268,760.00$ 29,093,887.17$ -$ (29,093,887.17)$ -100.00% TOTAL GEN. FUND / GEN. PURPOSE REVENUE 575,896,118.11$ 616,812,981.28$ 628,447,151.52$ 11,634,170.24$ 1.89% 20 Adopted Amended Unaudited Actuals Favorability/UNF Percentage $53,445,806.77 $56,470,784.82 $48,964,768.98 $7,506,015.84 13.29% $29,596,104.34 $29,910,899.34 $28,434,762.92 $1,476,136.42 4.94% $11,495,687.00 $12,474,259.05 $6,646,252.26 $5,828,006.79 46.72% $5,548,033.43 $7,255,317.43 $7,255,316.45 $0.98 0.00% $6,805,982.00 $6,830,309.00 $6,628,437.35 $201,871.65 2.96% Personnel Judicial Administration division primarily favorable due to Expendable Equipment $204,788.37 due to less activity. Also favorable $78,295 Special Projects, containing two distributions for technology improvements. Also favorable Training $28,990.119 due to lack of activty. Also favorable $26,394.93 in Office Supplies, used based on need. Also favorable $18,415.48 Travel and Conference, being used to offset the other divisions. Partially offset by unfavorable ($52,223.43) in Library Continuations due to contract issues with the vendor leading to increased costs in addition to inflationary pressure. An encumbrance has been included in the YE Report of $168,662.31 for Expendable Equipment, $4,148.56 for Other Expendable Equipment and $1,740.86 for Furniture and Fixtures. Favorability court-wide due to vacancy, turnover and underfilling of positions. Operating Transfers Friend of the Court transfer occurred based on actuals activity. Court Business division unfavorability primarily driven by ($22,782) in Visiting Judges. Bench warrants have doubled from half to full day and judges are more often at the court, also assisting with working through the backlog. Partially offset by favorability in Metered Postage Expense $7,716.69 as email communication has increased. Also favorable $3,300 in Equipment Maintenance and $2,600 in Software Support Maintenance due to activity being less than budgeted. Civil/Criminal division favorable primarily due to $124,450 in Attorney Fees Mediators; law change in 2023 resulted in less cases going to mediation. Also favorable $35,267.15 in Transcript on Appeals due to less than anticipated activity; pending legislation to increase the statutory fee may result in less favorability than forecast. Also favorable $32,957.10 in Office Supplies based on department need and activity. Also favorable $12,073.22 in Computer Research Service as the current contract is under negotiation. Partially offset by unfavorability ($62,199.25) in Defense Attorney Fees Appellate due to payments at MIDC rates; offset by 50% reimbursement from State Appellate Defender Office/Michigan Appellate Assigned Counsel System (SADO/MAACS). Also unfavorable ($16,106.04) in Defense Atty Fees; no budget was allocated for the Circuit Court to pay for mandated attornies not covered by the Mandated Indigent Defense grant (MIDC). An encumbrance has been added to the Year End Report of $14,914.54 for Computer Research Service and $1,484 for Professional Services. Judicial Administration division unfavorable primarily due to Info Tech Operations ($93,083.76) based on budget allocation. Partially offset by favorability in Telephone Communications of $6,077.55 due to less than anticipated use. Court Business division unfavorable primarily due to Info Tech Operations ($81,741.65) based on budget allocation. Partially offset by favorability of $3,590.14 in Info Tech Managed Print Servcies due to increased usage of electronic formats. Civil/Criminal division unfavorable primarily due to Info Tech Operations ($164,264.59) and ($30,790.93) in Equipment Rental due to budget allocation. Also unfavorable ($19,860.03) in Telephone Communications attributed to the rollout of the VOIP system. In addition ($11,939.67) unfavorable in Info Tech Managed Print Svcs. This is the result of both the new Judgement of Sentence application causing printing errors as well as Settlement Week increasing activity by printing and providing documentation. Internal Family division primarily attributed to State Institutions $4,496,451.11 and $739,305.31 in Private Institutions Residential due to policy changes to lower placement as costs have significantly increased. Also favorable Defense Atty Fees $351,174.26 due to timing, as actuals activity is delayed until case disposition. An encumbrance has been added to the YE Report of $61,110 for Professional Services, $9,946.40 for Expendable Equipment and $450 ffor Software Support Maintenance. Family division favorability primarily due to 499,676.39 in Info Tech Operations based on budget allocation. Also favorable of $5,700 in Info Tech Managed Print Svcs due to increased use of electronic formats. Partially offset by unfavorable ($48,800) in Equipment Rental primarily for Justice VA Solutions (JAVS). Also unfavorable ($46,400) in Telephone Communications attributed to increased costs incurred for compliance with the Extreme Risk Protection Act. Circuit Court 2024 Q4 Year End Total Summary 21 Adopted Amended Unaudited Actuals Favorability/UNF Percentage $20,306,782.89 $20,604,119.04 $20,365,282.47 $238,836.57 1.16% $15,723,171.15 $15,942,370.15 $15,703,532.95 $238,837.20 1.50% $2,544,416.00 $2,409,153.78 $2,409,154.41 ($0.63)0.00% $2,039,195.74 $2,252,595.11 $2,252,595.11 $0.00 0.00% • Favorability in Novi $153,222.84 Clarkston $112,419.36 and Rochester Hills $77,743.50 due to vacancies, step increases and turnover. • Clarkston unfavorability primarily due to ($78,893.50) for Court Reporter Services; crime victims rights assessments are ordered when requested, no budget is currently in place. Also unfavorable ($37,546.08) in Adj Prior Years Exp to pay for prior year taxes that were unpaid by landlord. Personnel • Troy is unfavorable ($71,531.13) primarily due to salaries; a root cause has not yet been identified however the court and Fiscal Services are continuing to investigate and resolve as appropriate. • Admin unfavorable ($33,017.37) primarily attributed to the Weekend Arraignments program paid through overtime, which has been challenging to staff. Operating • Admin favorability primarily attributed to $10,000 in Visiting Judges, which is used as needed. An encumbrance of $5,774.19 has been included in the Year End report for Computer Research Service. • Novi unfavorable primarily due to ($58,158.60) in in Furniture and Fixtures due to timing of payment, as the budget resides in FY2023. Also unfavorable ($25,009.81) in Interpreter Fees, an uncontrollable mandated expense based on need. Also unfavorable ($13,639.55) in Property Taxes based on assessments from the county and state on the court's rented building. Partially offset by favorability in Building Maintenance Charges of $14,516.97 due to less than anticipated activity. Also favorable $12,541.76 in Office Supplies, used as needed. Also favorable $9,976 in Library Continuations due to lack of activity. Also favorable $8,000 in Drug Testing Expense due to lack of activity related to subsidizing drug testing for those unable to afford it. Also favorable $6,379 in Software Support Maintenance due to the elimination of the JIS User fee by the State of Michigan. Also favorable $6,279.11 in Juror Fees and Mileage, an uncontrollable expense related to jury trials and based on activity. • Rochester Hills favorability primarily attribtued to $76,366.08 in Professional Services to support end-user support specialists. Also favorable $13,231.97 in Office Supplies based on activity; supplies are replenished as needed. Also favorable $10,000 in Postage - Standard Mailing based on activity; supplies are replenished as needed. Also favorable $7,967.54 in Juror Fees and Mileage based on activity; impacted partially by timing due to vacations and less jury trials in the latter part of the year. Also favorable $5,602.53 in Bank Charges due to increase in cash usage, traffic tickets and online payments. Also favorable $4,471 in Library Continuations based on budget utilization. Also favorable $3,600 in Medical Exam based on activity for NEEDs assessments. Partially offset by unfavorable ($23,961.08) in Interpreter Fees based on increased demand; this is a mandated, uncontrollable expense. An encumbrance of $277.50 has been added to the Year End report for Computer Research Service. • Novi favorable due to $32,005.98 in Telephone Communications based on budget allocation. Also favorable in Info Tech Operations $16,185.09 due to budget allocation. Also unfavorable ($3,241.24) in Info Tech Managed Print Svcs and ($2,922.59) in Info Tech CLEMIS due to support of the Weekend Arraignment Program. Also unfavorable ($1,216.93) in Equipment Rental due to increased costs for Business Information Systems (BIS) contract, which is used to capture audio/video in the court. • Clarkston unfavorable primarily due to Info Tech Operations ($28,857.77) due to budget allocation and usage. Conversion to efiling and video courtrooms has required additional equipment to be purchased. Partially offset by favorability in Telephone Communications of $16,076.84 due to budget allocation. Internal • Troy favorability due to $33,849.03 in Professional Services due to additional IT support to transition to electronic filing. Partially offset by unfavorability ($12,763.82) in Interpreter Fees, an uncontrollable mandated expenses based on demand. An encumbrance of $2,600 has been added to the Year End report for Computer Research Service. District Court 2024 Q4 Year End Total Summary 22 Adopted Amended Unaudited Actuals Favorability/UNF Percentage District Court 2024 Q4 Year End Summary $0.00 $0.00 $0.00 $0.00 0.00% •Rochester Hills unfavorable primarily due to Info Tech Operations ($17,552.48) due to efiling, with new equipment having to be purchased. Additionally unfavorable in Info Tech Managed Print Svcs ($3,637.96) due to landlord tenant mandated changes resulting in entirely new packets being required. Also unfavorable ($1958.26) in Info Tech CLEMIS based on increased caseloads. Also unfavorable ($1,234.20) in Equipment Rental due to contract increase for the Business Information Systems (BIS) which capture audio/visual for the court. Partially offset by favorability in Telephone Communications $21,463.72 due to decreased usage; staff is utilzing email communication instead of phone. Transfers •No transfers out occuring for FY2024. •Troy unfavorable primarily due to Info Tech Operations ($32,785.20) due to budgeted allocation and usage; eFiling implementation has required the purchase of extra monitors, laptop and scanners for the public. Also unfavorable ($10,456.45) in Equipment Rental for mail machine maintenance, maintenance of the DCR system and BIS contract issues. Partially offset by favorability of $17,749.31 in Telephone Communications based on budget allocation. 23 Adopted Amended Unaudited Actuals Favorability/UNF Percentage $8,325,470.27 $8,498,094.27 $8,222,575.49 $275,518.78 3.24% $5,909,363.19 $5,909,363.19 $5,700,079.33 $209,283.86 3.54% $1,255,135.00 $1,288,268.00 $1,261,279.19 $26,988.81 2.09% $1,160,972.08 $1,300,463.08 $1,261,216.97 $39,246.11 3.02% $0.00 $0.00 $0.00 $0.00 0.00% Personnel Operating Transfers  No transfers occuring in FY2024.  Admin favorable due to $20,000 expendible equipment; the associated project has been included in carryforward requests. Also favorable in Library continuations $14,981 with charges being made to Estates/Mental Health instead of Admin; net result is forecasted favorability of $3,828.55. Also favorable Membership dues net $3,550 for the same reason, net favorable $1,136.20 for the Court. An encumbrance of $26,242.74 is included in the year end report for Expendable Equipment.  Mental Health & Estates favorability primarily attributed to $80,500 in Software Support Maintenance, with no activity planned for FY2024 for the court's Case Management System. Also favorable $53,155.19 in Expendable Equipment; the associated project has been included in carryforward requests. Also favorable $40,054.45 in Defense Atty Fees; this mandated expense is based on activity of court appointments. Also favorable $9,532.95 in Printing due to increased electronic usage compared to printed materials. Also favorable $8,325 in Medical Services Probate Exam based on activity. Partially offset by unfavorability ($118,943.35) in Fees Guardian Ad Litem based on activity. These mandated, court appointed individuals look after and verify care of their wards. Impacted by an aging population and COVID long term health impacts. Also unfavorable ($36,387.50) in Medical Services Guardianship based on activity. Medical services are reviewed together, the Court is facing increased costs for doctors, specialists, etc. especially for those with disabilities. Also unfavorable ($28,710) in Guardian Review - Adult based on activity. Policy has been changed to ensure more reviews are occuring and determine why guardian renewals are not happening. This is a requirement by the state, with some volunteers and some paid ($50 per review). An encumbrance of $577.12 is included in the Year End report for Expendable Equipment.  Admin favorability of $29,727.49 in Info Tech Operations and $4,654.36 in Telephone Communications due to budget allocation. Partially offset by unfavorabilty ($1,315.29) in Info Tech Managed Print Svcs due to increased activity driven by certified documents. These need to be printed and mailed, with costs offset in RC630210 in Estates for revenue.  Mental Health & Estates favorable primarily due to $18,481.65 in Info Tech Operations, $9,251.41 in Telephone and $7,875.82 in Info Tech CLEMIS based on budget allocation. Partially offset by unfavorability in Equipment Rental ($27,758.93) due to increased costs for JAVS equipment. Also unfavorable ($1,472.74) in Info Tech Managed Print Svcs due to increased use; these certified documents need to be phyisically mailed. This increase in costs is reflected in the associated increase in revenues for Certified Copies. Internal  Favorable across the court by $209,283.86 due vacancy and turnover. Probate Court 2024 Q4 Year End Total Summary 24 Adopted Amended Unaudited Actuals Favorability/UNF Percentage $27,732,067.90 $28,973,280.07 $27,559,979.55 $1,413,300.52 4.88% $23,108,424.70 $23,273,752.70 $22,100,724.91 $1,173,027.79 5.04% $661,808.00 $1,071,818.17 $1,057,964.14 $13,854.03 1.29% $2,664,041.20 $3,170,366.20 $3,170,356.98 $9.22 0.00% $1,297,794.00 $1,457,343.00 $1,230,933.52 $226,409.48 15.54% Personnel • Favorability in salaries and fringes of $1,173,027.79 due to turnover and underfilled positions/vacancies across Administration, Litigation, and Warrants Divisions. Partially offset by unfavorability of ($102,344.28) for Appellate due to turnover and salary step increases. Operating Prosecuting Attorney 2024 Q4 Year End Total Summary Transfers • Litigation is fav. $218,468 due to timing of grant match obligation for the CRP Title IV-D Child Support Grant. • Administration is unfav. Travel and Conference ($116,173), Extradition Expense ($45,708) due to increased activity. Partially offset by fav. Professional Services $32,741, Direct Client Services $31,554, Office Supplies $23,111, Membership Dues $11,509, Witness and Mileage $11,396, Library Continuations $10,486, and Training $10,105 due to less than anticipated use. An encumbrance of $13,483.35 is included in the year end report for Direct Client Services SC730527. • Litigation is fav. Contracted Services $36,648 and Personal Mileage $14,507 due to less than anticipated use. Partially offset by unfav. Travel and Conference ($9,572). An encumberance of $2,663.45 is included for Other Expendable Equipment. • Warrants is fav. Personal Mileage due to less than anticipated use. • Administration is unfav. Info Tech Operations ($65,405) and Motor Pool ($19,595) due to usage; partially offset by fav. Info Tech Managed Print Services $64,055 and Telephone Communications $5,498 due to less than anticipated use. • Litigation is fav. Motor Pool $19,723 and Motor Pool Fuel $7,280 partially offset by unfav. Info Tech Ops ($18,877) for Oxford School Response. Internal • Appellate is fav. Personal Mileage due to less than anticipated use. 25 Adopted Amended Forecast Favorability/UNF Percentage $198,697,219.56 $208,491,886.21 $206,624,984.69 $1,866,901.52 0.90% $156,314,247.97 $161,378,749.97 $161,378,741.01 $8.96 0.00% $14,497,858.00 $17,862,956.65 $16,429,779.30 $1,433,177.35 8.02% $26,897,585.59 $27,746,894.59 $27,746,889.14 $5.45 0.00% $987,528.00 $1,503,285.00 $1,069,575.24 $433,709.76 28.85%Transfers •Transfers Out are projected to be favorable due to timing of Motor Pool Transfers for law enforcement contracts based on vehicle availability and cost as well as Automotive Theft Prevention Association (ATPA) and Narcotics Enforcement Team (NET) grant match obligation being lower than budgeted. •Favorability is driven by a few large items, with multiple smaller accounts across divisions favorable due to usage. •Internal Support favorability totaling $594,224 is due to Motor Pool Fuel Charges, Motor Pool, Radio Communications and Office Equipment Rental, IT Equipment Rental due to less than anticipated usage. •Partially offset by unfav. ($590,374) in Info Tech Operations, Info Tech CLEMIS, and Telephone Communications due to higher usage. •An encumbrance of $3,856 for Info Tech Operations is included in the year end report. Internal •Software Support Maintenance $684,585 due to the delay in the contract for the body worn cameras, Capital Outlay Miscellaneous $571,540 due to the replacement and upgrade of the airborne video observation system (M.R. #222-075) and Uniforms $284,175 due to jail uniform fitting delayed until FY 2025. The Sheriff's department is transitioning to black uniforms. Partially offset by unfav. Contracted Services due to jail healthcare services as costs have increased. Deputy Supplies $200,311, Officers Training $243,675, Bedding and Linen, Building Maintenance Charges, Communications, Custodial Supplies, Equipment Maintenance, Evidence Fund NET, Laundry and Cleaning, Office Supplies, Printing, Prisoner Housing-Outside, Professional Services, Software Support Maintenance and Supportive Services. Favorability of $75,000 in Fees Civil Service which is offset by unfavorable Civil Action Service Fees revenue due to less activity in process serving. •An encumbrance totaling $594,245 is included in the year end report. Personnel •Personnel Category is favorable overall due to vacancies and turnover. It is partially offset due to Overtime and associated Fringe Benefits due to turnover, parental leave, vacant positions, hospital watch, officers in the academy and officers in training. In addition, events at venues such as Pine Knob drives overtime, however it is reimbursed through Reimbursement Salaries revenue via interlocal agreements to provide law enforcement services. Holiday Overtime is also unfavorable with the addition of holidays and no offsetting increase to the budget. Operating Sheriff's Office 2024 Q4 Forecast Total Summary of Projections 26 Adopted Amended Unaudited Actuals Favorability/UNF Percentage $11,550,021.83 $12,855,192.03 $12,408,520.80 $446,671.23 3.47% $8,587,375.25 $8,610,375.25 $8,163,745.21 $446,630.04 5.19% $1,545,612.00 $1,888,813.20 $1,888,776.29 $36.91 0.00% $1,417,034.58 $2,356,003.58 $2,355,999.30 $4.28 0.00% $0.00 $0.00 $0.00 $0.00 0.00%Transfers • No activity for FY24 across all Divisions. • Fav. for County Clerk Division for Court Transcripts $52,342.29 due to prosecutors ordering fewer transcripts. Also, Fav. Professional Services $34,531, Metered Postage $29,940.40, Office Supplies $17,753.60 and Charge Card Fee $9,675.54 due to less than anticipated activity. Internal • Fav. for Public Svcs Administration Division for Telephone Communications $18,227.98 and Info Tech Operations $13,775.88. Partially offset by Unfav. Motor Pool ($610.24) and Info Tech Managed Print Svcs ($225.44) due to budget allocation and usage. • Unfav. Election Supplies ($211,480.52) and Fees - Per Diems ($33,094.25) due to this year being a major election year. Also, Unfav. Metered Postage ($118,955.55) due to the high volume of mailings. Partially offset by Fav. Professional Services $20,670 due to less than anticipated use and activity. • Fav. for Register of Deeds (and Micrograhics) Division for Material Supplies $75,000 and Maintenance Contract $56,070 for the Micrographics Division due to less than anticipated use and activity. Also, Fav. Office Supplies $8,027.86 due to less activity and Metered Postage Expense $14,718.06 for the Register of Deeds Division due to less volume of mailings. • Operating Expenditures is at budget at Q4 for Public Svcs Administration and Jury Commission Division. • Unfav. Info Tech Operations ($55,513.37) and Equipment Rental ($15,654.79) due to budget allocation and usage for County Clerk Division. • Fav. for Elections Division for Info Tech Operations $241,972.12 due to budget allocation and usage. • Internal Services is at budget at Q4 for Jury Division. • Unfav. Info Tech Operations ($184,206.79) due to allocation of budget and usage for Register of Deeds Division Personnel • Favorability in salaries and fringes due to turnover, underfilled positions and vacancies across all divisions, with greater favorability of $671,915.84 for County Clerk, $332,349.09 for Register of Deeds(and Micrographics), $127,670.19 for Administration and $18,408.21 for Jury Commission. Unfav in Salaries and Fringes ($703,713.29) due to this year being a major election year for Elections. Operating Clerk/Register of Deeds 2024 Q4 Year End Total Summary 27 Adopted Amended Unaudited Actuals Favorability/UNF Percentage $9,010,040.85 $9,691,474.85 $8,496,430.23 $1,195,044.62 12.33% $3,947,191.52 $3,953,489.52 $3,763,285.49 $190,204.03 4.81% $3,259,270.00 $3,259,270.00 $2,548,327.95 $710,942.05 21.81% $1,683,579.33 $2,238,715.33 $2,103,829.79 $134,885.54 6.03% $120,000.00 $240,000.00 $80,987.00 $159,013.00 66.26% Personnel  Fav. due to vacancies, turnover and underfill positions. Operating Treasurer 2024 Q4 Year End Total Summary Transfers Fav. Transfer Out $159,013 relates to the FY24 land sale transfer to facilities for the demolition of tax- reverted properties/projects. This was budgeted to prepare for future development.  Fav. expenses: Title Search $617,985 due to fewer fee payments, Fees Civil Service $459,360 due to fewer property visits, Recording Fee-Redemption Certificate $179,170 due to fees paid to ROD when withdrawing properties/parcels from foreclosure, Recording Fee-Forfeiture Certificate $87,970 due to fewer parcels entering the second year of delinquency, and Recording Fees Expense $19,290 due to fewer certificates for foreclosure filings. Also, Fav. expenses include Contracted Services $76,314.63 due to foreclosing on fewer properties, Advertising $45,814.08 due to online auctions and not producing and paying for lawn signs. Fav. Computer Supplies $15,000, Printing $14,182.15, and Insurance $14,000 due to less than anticipated activity. Partially offset by Unfav. Claims Paid-Individual ($300,000) and Claims Paid-Attorneys ($201,022.93) due to the Rafaeli Lawsuit settlement on foreclosed property that was in litigation, Foreclosure Notification ($170,617.78) due to an increase in Certified/Statutory mailings for delinquent taxpayers, and Professional Services ($26,534.18) due to less than anticipated activity. An Encumbrance of $1,072 Office Supplies is included in the FY 2024 Year End report.  Fav. Fav. Info Tech Operations $111,399.63 and Telephone Communications $14,826.02 due to allocation of budget and usage. Internal 28 Adopted Amended Unaudited Actuals Favorability/UNF Percentage $5,737,575.22 $6,788,911.66 $5,254,861.08 $1,534,050.58 22.60% $3,748,919.05 $3,748,919.05 $3,317,688.66 $431,230.39 11.50% $1,285,998.00 $2,328,099.44 $1,344,921.51 $983,177.93 42.23% $702,658.17 $711,893.17 $592,250.91 $119,642.26 16.81% $0.00 $0.00 $0.00 $0.00 0.00%Transfers •Fav. Professional Services $612,427.69, due to the third quarter budget amendment for MR #21052 $500,000 (Establish the Oakland County Student Debt Relief Initiative) and less that anticipated activity. Special Projects $337,486, Contracted Services $78,902.34, Legal Services $25,000, Public Information $21,974 and Computer Supplies $21,000 due to less usage than initially anticipated. Additionally, Fav. Workshops and Meetings $41,053 due to fewer events, resulting in cost savings for the team, and Personal Mileage $13,857.09 as travel has decreased. Partially offset by Unfav. Professional Services - Annual Audit ($135,790) due to a Plante & Moran Audit Contract invoice journal entry error, and Travel and Conference ($38,552.29) due to increased activity. •Fav. IT Operations $101,822.19 and Info Tech Managed Print Services $17,057.04 due to the allocation of budget and usage. Internal Personnel •Fav. due to vacancies and turnover. Operating Board of Commissioners 2024 Q4 Year End Total Summary 29 Adopted Amended Unaudited Actuals Favorability/UNF Percentage $8,479,591.25 $8,819,284.25 $8,751,254.12 $68,030.13 0.77% $240,267.51 $240,267.51 $235,972.79 $4,294.72 1.79% $287,975.00 $377,425.00 $315,097.45 $62,327.55 16.51% keep employees current on drain issues and regulations pertaining to their job. $7,895,183.74 $8,145,426.74 $8,145,416.37 $10.37 0.00% $56,165.00 $56,165.00 $54,767.51 $1,397.49 2.49% • An Encumbrance of $575 is included in the FY 2024 Year End Report. • Favorable Office Supplies $5,537 the result of actual spending being less than anticipated budget. • Favorable Legal Services $49,265 a result of Soil Erosion spending less on legal issues to enforce the laws of the soil erosion program. • Favorable Travel and Conference $16,296 the result of decreased spending on seminars to • Unfavorable Charge Card Fees ($6,818) due to credit card companies increasing the fee they charge on credit card transactions. • Unfavorable Professional Services ($12,749) the result of consultants work on legislation pertaining to policy issues, water affordability and stormwater utility issues. Water Resources Commissioner 2024 Q4 Year End Total Summary Personnel • Favorable salaries and fringes due to over estimated forecast. Operating Transfers • Transfers Out for Drainage Districts occurred within recommended budget limits. Internal spending being less than anticipated budget. • Unfavorable Information Technology Operations ($80,961) the result of actual spending being more than anticipated budget. • Favorable Drain Equipment $78,978 due to over estimated budget forecast for equipment used in rework projects. • Favorable Information Technology Managed Print Services $27,954 the result of actual • Unfavorable Drain Equipment Labor ($25,734) due to the increase in the amount of rework projects. 30 Adopted Amended Unaudited Actuals Favorability/UNF Percentage $11,105,276.79 $11,688,975.79 $10,929,290.82 $759,684.97 6.50% $7,148,502.50 $7,148,502.50 $6,966,874.33 $181,628.17 2.54% $1,056,545.00 $1,413,996.00 $920,097.60 $493,898.40 34.93% $988,408.29 $1,189,856.29 $1,105,698.15 $84,158.14 7.07% $1,911,821.00 $1,936,621.00 $1,936,620.74 $0.26 0.00% Personnel Favorability due to vacancy and turnover totaling $284,377.83 between Administration and Diversity, Equity and Inclusion (DEI) divisions. Partially offset by unfavorability of ($101,613.10) in Corporation Counsel division attributed to use of emergency positions as well as step increases. Operating Transfers totaling $203,000 between the Administration and Diversity, Equity & Inclusion divisions occurred to support PRJ-17529 Space Planning in Executive Office Building. Transfers Transfers Out within Indigent Defense Service Office is at budget as it is the grant match for the FY 2024 Mandated Indigent Defense Commission award. Admin favorable primarily due to Regranting Program $100,000 to be carried forward in a future budget amendment to support the Acorn2Oaks mini-grant program. Also favorable $21,513.51 in Travel and Conference based on less than anticipated usage. Also favorable $12,787 in Contractual Services and $10,000 in Software Support Maintenance line items due to lack of use. Partially offset by unfavorability of ($55,351) in Professional Services associated with increased costs for Lansing lobbying efforts. Compliance Office favorable primarily due to $144,715.92 in Professional Services for the contract with Jefferson Wells, lower than anticipated activity. DEI favorability primarily attributed to build out of the DEI team resulting in lower than anticipated activity: $112,408.41 in Special Event Program, $51,763.25 in Travel and Conference, and $43,177 in Special Event Supplies. Also favorable $82,235.08 in Professional Services as new training/ERG programs are being developed out. Admin favorable primarily due to $65,670.44 from Info Tech Operations $8,280.81 in Manage Print Services and $6,582.74 in Telephone, impacted by vacancy/turnover and budget allocation. Compliance Office favorable primarily due to $67,197.41 in Info Tech Operations based on budget allocation. DEI unfavorable ($11,530.82) Info Tech Operations and ($712.23) Telephone Communications due to budget allocation. Internal Corporation Counsel favorability primarily attributed to $4,524.33 in Library Continuations due to increased usage of electronic resources. Also favorable $4,416.73 in Travel and Conference and $2,462.54 based on less than anticipated usage in FY2024. Also favorable $2,384.57 in Office Supplies, used as needed. Also favorable $2,307 in Membership dues to decrease in usage. Also favorable $2,283.38 in Personal Mileage due to hybrid scheduling and electronic communication methods being utilized. Corporation Counsel unfavorable primarily due to Info Tech Operations ($50,143.07) due to budget allocation. Also unfavorable ($6,503.95) in Telephone Communications as allocation of budget did not reflect the timing of union agreement to include cellphones and tablets. County Executive 2024 Q4 Year End Total Summary 31 Adopted Amended Unaudited Actuals Favorability/UNF Percentage $24,954,180.43 $26,368,325.57 $23,616,696.22 $2,751,629.35 10.44% $20,283,703.05 $20,293,858.05 $18,772,637.06 $1,521,220.99 7.50% $789,709.00 $890,610.14 $637,013.83 $253,596.31 28.47% $3,880,768.38 $5,183,857.38 $4,207,045.33 $976,812.05 18.84% $0.00 $0.00 $0.00 $0.00 0.00%Transfers •Administration: Unfavorable due to Travel and Conference being more than anticipated. •Equalization: Favorable due to Info Tech Operations $37,482 being less than anticipated. Internal •Equalization: Favorable Professional Services $38,953, Printing $35,619, Training $33,372, and Personal Mileage $19,854 due to less than anticipated usage. Partially offset by Travel and Conference ($11,638) being more than anticipated. An encumbrance of $13,858.42 is included in total. •Fiscal Services: Favorable Training $49,850, Professional Services $49,553 and Metered Postage Expense $32,617, and Expendable Equipment $15,000 due to less than anticipated usage. •Fiscal Services: Favorable due to Info Tech Operations $470,681 being less than anticipated. •Purchasing: Favorable due to Info Tech Operations $477,756 being less than anticipated. Personnel •Fav. due to vacancies and turnover. Operating Management & Budget 2024 Q4 Year End Total Summary 32 Adopted Amended Unaudited Actuals Favorability/UNF Percentage $5,378,088.63 $5,615,586.33 $6,206,819.35 ($591,233.02)-10.53% $3,200,625.50 $3,200,625.50 $3,073,456.47 $127,169.03 3.97% $1,001,599.00 $1,215,927.70 $999,916.53 $216,011.17 17.77% $1,175,864.13 $1,199,033.13 $1,133,446.35 $65,586.78 5.47% $0.00 $0.00 $1,000,000.00 ($1,000,000.00)0.00%Transfers • Facilities Management Administration: Transfer from General Fund-Grants to Fund 40400 for PRJ- 17357 Vehicle Charging Stations (MR# 2023-3086). Budget resides in FY 2023. • Facilities Management Administration: Fav. mainly attributable to Professional Services $160,000 under Sustainability Iniitiatives program due to a delay in hiring educational and implementation contractors as well as favorability in Special Event Supplies $99,392 due to a delay in the start of special events. • Facilities Engineering: Favorability Info Tech Operations $15,703 due to less than anticipated usage. Internal • Facilities Engineering: Fav. Due to Furniture and Fixtures $78,455 and Professional Services $26,015 being less than anticipated. • Support Services: Unfavorable Mail Handling-Postage Svc ($140,633) and Professonal Services ($24,000) being more than anticipated. • Support Services: Favorable Info Tech Operations $34,805 and Motor Pool $12,180 due to less than anticipated usage. Personnel • Fav. due to vacancies and turnover. Operating Facilities Management 2024 Q4 Year End Total Summary 33 Adopted Amended Unaudited Actuals Favorability/UNF Percentage $6,276,367.26 $6,702,813.51 $5,751,468.99 $951,344.52 14.19% $3,882,840.93 $3,882,840.93 $3,846,543.46 $36,297.47 0.93% $935,845.00 $995,931.25 $641,235.96 $354,695.29 35.61% $1,457,681.33 $1,824,041.33 $1,263,689.57 $560,351.76 30.72% $0.00 $0.00 $0.00 $0.00 0.00% Personnel Fav. in Salaries and Fringes within Human Resources Department.Fav. $237,120.30 for HR Administartion due to vacancies, turnover and Underfilled positions and Unfav. ($52,415.82) primarily due to the HR Internship & Apprenticeship Program (Emergency Position) for HR Workforce Management. Partially offset by Unfav. ($148,407.01) for HR Benefits Administration Unit due to entry errors, journal entries have been made to correct them in Q4. Operating Human Resources 2024 Q4 Year End Total Summary Transfers No transfers in FY2024 Fav. for HR Administration Division for Professional Services is $191,061.84 due to the implementation of services. Additionally, Fav. Software Rental Lease Purchase $25,000, which relates to the software system purchase. An Encumbrance of $2,052.28 for Professional Services is included in the FY 2024 Year End Report. Unfav. for Workforce Management Division for Info Tech Operations $568,305.83. Partially offset by Unfav. Telephone Communications expense of ($23,850.57) due to budget allocation and usage. Internal Fav. Software Rental Lease Purchase $134,337.16, which relates to the software system purchase. Also, Fav. Travel and Conference expense is $28,192.03 due to fewer conferences and events. Fav. Examination Material $25,000 due to no testing for hiring positions. Partially offset by Unfav. Recruitment Expense ($74,855.42) and Professional Services ($26,730.87) due to less than anticipated use and activity for Workforce Management Division. Fav. for HR Administration Division for Info Tech Operations at $16,635.44. Partially offset by Unfav. Telephone Communications ($596.22) due to allocation of budget and usage. Unfav. Professional Services ($14,400) due to entry errors, journal entries have been made to correct them in Q4 for HR Benefits Administration Unit. 34 Adopted Amended Unaudited Actuals Favorability/UNF Percentage $63,651,702.56 $78,790,252.46 $53,799,251.95 $24,991,000.51 31.72% $50,567,790.96 $50,636,952.96 $32,212,149.28 $18,424,803.68 36.39% $8,413,941.00 $12,131,126.90 $6,759,027.24 $5,372,099.66 44.28% $4,050,573.60 $4,798,194.60 $4,798,194.43 $0.17 0.00% $619,397.00 $11,223,978.00 $10,029,881.00 $1,194,097.00 10.64% Personnel • Fav. due to vacancies and turnover. In addition, eligible personnel costs have been covered by Local Community Stabilization Authority funding. Operating Health 2024 Q4 Year End Total Summary Transfers Favorable Transfers Out due to less than anticipated NHD matching funds required. • Health Administration: Favorability for Private Institution Residence $1,472,709, Private Institution $565,184, Private Institution, Emergency Shelter $300,000, Independent Living CY Pd $141,760, PVT INST Foster CY PD $140,851, and Human Services Agency $39,288 related to the Child Care Fund. Particially offset by Foster Board Home CY PD ($100,014) and Child Abuse Neglect Council ($72,715). These expenditures are based on caseload, difficulty of care, and treatment services ordered by the Courts. Some caseloads are referred to the County by Michigan Department of Health & Human Services. The costs are difficult to estimate and have been lower since COVID ‐ 19. Also, favorability Support Services $312,872, Special Projects $302,788, Material and Supplies $150,000, Professoinal Services $54,654, Contracted Services $47,170, and Special Event Program being less than anticipated. Encumbrance of $3,280 included in totals. • Internal Services are at budget. Internal • Health: Favorability Professional Services $2,252,595 due to unspent Local Community Stabilization Authority (LCSA) funds part of FY2023. Favorability Medical and Laboratory Equipment $215,867, Uniforms $121,617, Uniform Cleaning $72,930, Software Support Maintenance $62,960, Contracted Services $54,832, Expendable Equipment $27,196, Drugs $24,645, West Nile Virus $22,361, Equipment Maintenance $21,784, Employee Footwear $16,471, Incentives $12,551, and Furniture and Fixtures $11,983 due to less than anticipated usage. Partially offset by Vaccines ($482,311), Personal Mileage ($126,713), Indirect Costs ($48,845), Medical Supplies ($34,000), Laboratory Fees ($24,138), and Material and Supplies ($18,213) due to more than anticipated usage. Encumbrances of $214,736.11 included in totals. 35 Adopted Amended Unaudited Actuals Favorability/UNF Percentage $46,056,237.79 $47,687,013.94 $43,967,481.21 $3,719,532.73 7.80% $33,169,648.41 $33,181,626.41 $31,089,195.43 $2,092,430.98 6.31% $5,797,271.00 $6,977,621.15 $5,385,883.38 $1,591,737.77 22.81% Personnel •Favorability in salaries and fringes due to turnover and underfilled positions/vacancies across all divisions, with greater favorability of $1,745,878.93 for Children's Village, $266,559.07 for Community Corrections, $48,067.98 for Animal Control and $33,573.77 for Medical Examiner. Unfav. ($1,648.77) for Public Services Admin Division due to timing of pay period. Operating Public Services 2024 Q4 Year End Total Summary •Fav. for Community Corrections Division for Contracted Services $74,392.25 due to a decrease in case loads and the number of court orders to suspend sentences, as well as transitioning individuals from jail to a sober living house. Additionally, Fav. Printing $9,243.01 and Office Supplies $6,765.55 due to less than anticipated use and activity. An encumbrance of $15,245 for Contracted Services is included in the FY 2024 Year End Report. •Fav. for Medical Examiner Division for Medical Supplies $361,067.20 due to fewer medical cases. Fav. Equipment $182,481.72 due to fewer cases, drug testing, lab activities to control diseases, and a 3rd quarter amendment of $125,000 for a software upgrade project. Additionally, Fav. Professional Services $153,424.46 and Transportation Services $80,238 due to less than anticipated activities. An encumbrance of $436,139.10 for Transportation Service, $36,637.72 for Equipment, $1,600 for Professional Services, and $999.13 for Medical Supplies were included in the FY 2024 Year End Report. •Unfav. Medical Supplies ($113,421,23) and Animal Suppies ($30,415.13) due to population of animal and Inflationary costs. Also, Unfav. Uniforms ($25,681.31) due to hiring of new staff members. Partially offset by Fav. Contracted Services $30,000 due to tethers monitoring system is no longer being used as the jail trustee is no longer cleaning the shelter for Animal Control Division. •Fav. Teachers Services and Expense $508,984.79, Special Projects $205,394.35, Provisions $123,362.97, Contracted Services $113,116.30, Medical Services Physicians $67,257, Expendable Equipment $50,263.28, Laundry and Cleaning $33,000, Drugs $28,948.29, Training-Educational Supplies $26,912.17, Custodial Supplies $25,550.41, Bedding and Linen $11,946.23 due to lower population. Also, Fav. Professional Services $20,000 due to reduced need for private nurses. Hospitalization $21,000 due to most of the children that visit the hospital have insurance or Medicaid. Additional Fav. includes Personal Mileage $13,284.14 and Employees Medical Exams $10,742 due to vacant positions. In general, the overarching cause is due to vacant positions and reduced population. An encumbrance of $6,349.02 for Provisions, $3,978.26 for Equipment Maintenance, $1,251.88 for Expendable Equipment, $1,251.88 for Printing, $400 for Culinary Supplies and $63.08 for Medical Supplies were included in the FY 2024 Year End Report for Children's Village Division. 36 Adopted Amended Unaudited Actuals Favorability/UNF Percentage Public Services 2024 Q4 Year End Summary $7,089,318.38 $7,527,766.38 $7,492,402.40 $35,363.98 0.47% $0.00 $0.00 $0.00 $0.00 0.00%Transfers •No Transfers Out budgeted in FY 2024 •Fav. Motor Pool $47,794.08 and Radio Communications $15,409.56 due to allocation of budget and usage. Partially offset by Unfav. Equipment Rental ($14,507.45) due to greater than anticipated costs for Animal Control Division. •Fav. for Medical Examiner Division for Info Tech Operations $22,565.77. Partially offset by Unfav. Motor Pool ($5,546.45) due to allocation of budget and usage. Internal •Unfav. Info Tech Operations ($20,502.79) due to computer license costs and additional devices for remote work for Community Corrections Division. •Fav. Office Supplies $21,589.49 due to inventory management and Metered Postage Expense $6,600.76 due to less mailings for Circuit court Probation Division. •Fav. Travel and Conference $744.01 due to less event for Public Services Admin Division. •Unfav. for Circuit Court Probation Division for Telephone Communications ($6,756.40) due to allocation of budget and usage. •Unfav. for Children Village for Telephone Communications ($43,928.83), Info Tech Operations ($42,914.60) and Motor Pool ($13,238.95). Partial offset by Fav. Radio Communications $85,877 due to allocation of budget and usage. 37 Adopted Amended Unaudited Actuals Favorability/UNF Percentage $11,303,843.84 $15,234,318.84 $12,110,899.09 $3,123,419.75 20.50% $7,717,130.93 $7,718,042.93 $7,689,925.12 $28,117.81 0.36% $2,234,875.00 $4,600,082.00 $2,804,779.90 $1,795,302.10 39.03% $1,351,837.91 $1,616,193.91 $1,616,194.07 ($0.16)0.00% $0.00 $1,300,000.00 $0.00 $1,300,000.00 100.00% Personnel • Fav. due to vacancies and turnover. Operating Economic Development & Community Affairs 2024 Q4 Year End Total Summary Transfers • Favorable due to undistributed funds from CEED Lending project. • Administration: Unfavorable Contracted Services ($175,400), Professional Services ($24,899), Business Recruitment ($11,485), Software Rental Lease ($9,077), and Software Support Maintenance ($8,713) due to more than anticipated usage. Partially offset by Advertising $56,034, Special Projects $50,000, Membership Dues $35,240, Printing $13,452, and Personal Mileage $10,581 due to less than anticipated usage. • Internal Services is at budget. Internal • Planning: Favorable Special Event Program $219,810, Workshop and Meeting $211,442, Business Recruitment $161,971, Advertising $122,059, Travel and Conference $73,332, Personal Mileage $55,250, Software Support Maintenance $24,025, Membership Dues $20,596, and Office Supplies $11,489 due to less than anticipated usage. • Business Development: Favorable due primarily to Professional Services $1,300,000 for Automation Alley. Partially offset by Business Recruitment ($153,069), Special Event Program ($30,000), Advertising ($25,431), and Membership Dues ($18,621) due to more than anticipated usage. • Workforce Development: Unfavorable Training ($69,826) and Printing ($68,191) due to unanticipated costs. Partially offset by Professional Services $50,000 due to less than anticipated costs. • Veterans: Favorable Soldier Burial $22,161 and Soldier Relief $15,164 due to less than antcipated claims for veteran benefits such as burial in National Cemetary, headstones, markers, burial flags, and other veteran benefits. Encumbrance of $1,577 added to the totals. 38 Adopted Amended Unaudited Actuals Favorability/UNF Percentage $3,253,620.90 $3,359,982.90 $2,454,296.95 $905,685.95 26.96% $1,215,736.95 $1,215,706.95 $1,213,239.62 $2,467.33 0.20% $1,404,337.00 $1,370,351.00 $467,132.87 $903,218.13 65.91% $633,546.95 $773,924.95 $773,924.46 $0.49 0.00% $0.00 $0.00 $0.00 $0.00 0.00%Transfers •Favorable Professional Services due to Building Resilient Infrastructure funding $435,000 and Disaster Control Federal Subsidy funding $500,000 not being fully expended. Also, Favorability Adj Prior Years Exp $46,035, Equipment Maintenance $31,496, and Tornado Siren Equipment $10,333 due to less than anticipated usage. Partially offset by Program ($53,138) and Travel and Conference ($14,582) due to more than anticipated travel. An encumbrance of $5,995.80 is included in the totals. •Internal Services is at budget. Internal Personnel •Fav. due to vacancies and turnover. Operating Emergency Management & Homeland Security 2024 Q4 Year End Total Summary 39 Adopted Amended Unaudited Actuals Favorability/UNF Percentage $3,962,765.23 $4,442,689.27 $3,596,018.80 $846,670.47 19.06% $2,673,899.22 $2,673,899.22 $2,649,835.80 $24,063.42 0.90% $1,131,327.00 $1,457,095.04 $634,701.14 $822,393.90 56.44% $157,539.01 $253,053.01 $252,839.86 $213.15 0.08% $0.00 $58,642.00 $58,642.00 $0.00 0.00% Personnel •Fav. in Salaries and Fringes due to vacancies and turnover. Operating Dept. of Public Communications 2024 Q4 Year End Total Summary Transfers •Transfers out is a budget due to Project PRJ-17529 E250 - Executive Office Building, Space Planning in FY24 Q1 •Fav. Special Projects $383,865.96 due to reprioritization (the department shifted its focus to hiring 4 staff members), planned project canceled, and less than anticipated use and activity. Also, Fav. Advertising $199,488.65 due to new leadership, there are plans to be more strategic with advertising initiatives in the future. Fav. Contracted Services $132,417.06, Professional Services $42,206.91, Software Rental Lease Purchase $31,229.01, Material and Supplies $28,643.98, Expendable Equipment $20,000, Printing County Directory $11,800, Periodicals Books Publ Sub $10,000.63 and Metered Postage Expenses $10,000 due to less than anticipated use and activity. Fav. Travel and Conference $21,772.79 due to less travel and events. Partially offset by Printing ($38,012.78) due to less than anticipated use and activity. An Encumbrance of $25,116 for Software Rental Lease Purchase is included in FY 2024 Year End Report. •Budget at Q4 Internal 40 Account FY 2024 Adopted Budget FY 2024 Amended Budget FY 2024 Actuals - September Variance Percentage Explanation Expenditure 434,180,901.78 0.00% SC702995 - Salary Turnover Factor (dept 909) (10,000,000.00)(11,766,793.00)0.00 (11,766,793.00)0.00%Net impact of salary and fringe turnover offset in individual departments. SC702110 Per Diem Expense - - 395.00 (395.00) 0.00% SC702145 Separation Incentive - - - - 0.00% SC702400 COVID Vaccine Incentive - - - - 0.00% 702000 Salaries Regular (10,000,000.00) (11,766,793.00) 395.00 (11,767,188.00) 0.00% SC722750 Workers Comp - - - - 0.00% SC722760 Group Life - - - - 0.00% SC722770 Retirement - - (3.51) 3.51 0.00% SC722780 Hospitalization - - - - 0.00% SC722790 Soc. Security - - (92.19) 92.19 0.00% SC722810 Disability - - - - 0.00% SC722800 Dental - - - - 0.00% SC722850 Optical - - - - 0.00% SC722995 Fringe Benefit Turn Over (dept 909) - - - - 0.00% 722000:Fringe Benefits - - (95.70) 95.70 0.00% SC730037 Adj Prior Years Exp - - 53,975.30 (53,975.30) 0.00%Unfav. Due to prior year Michigan Association of Counties dues SC730044 - Adj Prior Years Revenue - - 271,334.96 (271,334.96) 0.00%Fav. Due to an accounting adjustment on reimbursements for Child Care fund activity. SC730114 Auction Expense - - - - 0.00% SC730121 - Bank Charges - - 107,031.50 (107,031.50) 0.00%Unfav. Due to bank service charges and paypal charges are not budgeted. SC730240 - Cash Shortage - - 23.77 (23.77) 0.00% SC730611 - Employees Medical Exams - - - - 0.00% SC730926 Indirect Cost - - 452.00 (452.00) 0.00% SC730954 - Insurance Surety Bonds 2,500.00 2,500.00 2,420.00 80.00 96.80% SC731136 - Logos Trademarks Intellect Prp 20,000.00 20,000.00 23,736.75 (3,736.75) 118.68%Unfav. Due to an increase in the annual renewal fee. SC731213 Membership Dues - - - - 0.00% SC731346 - Personal Mileage - - 173.68 (173.68) 0.00% SC731458 Professional Services - - - - 0.00% SC731577 Refund Prior Years Revenue - - (8,928.07) 8,928.07 0.00%Unfav. Due to deltax counter transactions SC731885 Supportive Services - - - - 0.00% SC731941 Training - - - - 0.00% SC732018 Travel - - - - 0.00% SC730359 - Contingency (dept 909) 1,302,462.00 1,401,399.70 0.00 1,401,399.70 0.00%Fav. as this Contingency Account was not required for departmental operations. SC730800 - Grant Match (dept 909) 0.00 0.00 0.00 0.00 0.00% SC731080 Legislative Exp (dept 909) 0.00 0.00 0.00 0.00 0.00% SC731822 - Special Projects (dept 909) 0.00 0.00 0.00 0.00 0.00% 730000:Contractual Services 1,324,962.00 1,423,899.70 450,219.89 973,679.81 31.62%Fav. Due to Contingency partially offset by unfav. Prior Year Adjustment ($271,300) to an accounting adjustment on reimbursements for Child Care Fund activity and bank and Paypal transaction fees ($107,031) not budgeted. SC740044 - Drain Assessments Current 850,000.00 850,000.00 1,544,870.50 (694,870.50) 181.75%Unfav. Due to actual drain assessments are higher than budget. SC740085 - Local Road Funding Program - 2,000,514.00 1,889,850.00 110,664.00 94.47%Fav. Due to timing on the completion of projects SC740086 - Mental Health Authority 9,620,616.00 9,620,616.00 9,620,616.00 - 100.00% SC740090 - Township Road Repair Program - 2,000,000.00 1,277,500.00 722,500.00 63.88%Fav. Due to timing on the completion of projects SC740093 - Mich Association of Counties 73,000.00 73,000.00 72,811.73 188.27 99.74% SC740100 - National Assoc of Counties 24,100.00 24,100.00 24,047.00 53.00 99.78% SC740135 - Road Comm Tri Party - 1,736,146.00 1,816,641.18 (80,495.18) 104.64%Fav. Due to timing on the completion of projects SC740149 - SEMCOG 550,000.00 550,000.00 616,091.50 (66,091.50) 112.02%Unfav. Due to increased membership fee SC740160 - Substance Abuse Coord Agency 5,600,000.00 5,600,000.00 5,496,980.35 103,019.65 98.16%Fav. Due to timing of distribution SC740177 - Traffic Improvement Assoc 30,000.00 30,000.00 - 30,000.00 0.00%Unfav. Due to less use. SC740037 - Classification and Rate Change (dept 909) 164,763.00 81,388.00 - 81,388.00 0.00%Fav. as this Contingency Account was not required for departmental operations. SC740058 Emergency Salary Reserve (dept 909) 0.00 0.00 - - 0.00% SC740065 Fringe Benefit Reserve (dept 909) 0.00 0.00 - - 0.00% SC740072 - General Fund Contingency (dept 909) (6,000,000.00)(6,040,886.00)- (6,040,886.00) 0.00% SC740085 - Local Road Funding Program (dept 909) 2,000,000.00 0.00 - - 0.00% NON-DEPARTMENTAL FY 2024 YEAR END - GENERAL FUND 41 Account FY 2024 Adopted Budget FY 2024 Amended Budget FY 2024 Actuals - September Variance Percentage Explanation SC740090 - Township Road Repair Program (dept 909) 0.00 2,000,000.00 - 2,000,000.00 0.00% SC740114 Overtime Reserve (dept 909) 0.00 0.00 - - 0.00% SC740135 - Road Comm Tri Party (dept 909) 2,000,000.00 2,120,663.00 - 2,120,663.00 0.00% SC740142 - Salary Adjustment Reserve (dept 909) (1,296,360.00)(1,296,360.00)- (1,296,360.00) 0.00% 740000:Non-Departmental 13,616,119.00 19,349,181.00 22,359,408.26 (3,010,227.26) 115.56% SC760126 - Capital Outlay Miscellaneous (dept 909) 171,545.00 627,113.00 - 627,113.00 0.00%Fav. as this Contingency Account was not required for departmental operations. SC760180 - Technology Projects-One Time (dept 909) 2,128,138.00 1,834,156.00 - 1,834,156.00 0.00% 760000:Capital Outlay 2,299,683.00 2,461,269.00 - 2,461,269.00 0.00%At Budget SC770631 - Bldg Space Cost Allocation 1,151,074.45 1,151,074.45 1,231,271.04 (80,196.59) 106.97%Unfav. Due to expenditures not allowed on MIDC grant SC773630 Info Tech Development - 3,391.00 11,010.75 (7,619.75) 324.71%Unfav. Due to expenditures not allowed on MIDC grant SC773530 CLEMIS Development - - - - 0.00% SC774636 Info Tech Operations - - 64,388.00 (64,388.00) 0.00%Unfav. Due to expenditures not allowed on MIDC grant SC774677 - Insurance Fund 504,641.00 504,641.00 523,769.61 (19,128.61) 103.79%Unfav. due to actual premiums paid. SC775754 - Maintenance Department Charges 702,500.00 - - - 0.00% SC777599 - Service Center Grounds 500,000.00 500,000.00 499,999.92 0.08 100.00% SC773630 - Info Tech Development (dept 909) 9,212,320.00 3,037,507.00 3,037,507.00 0.00% 770000:Internal Support Expenditures 12,070,535.45 5,196,613.45 2,330,439.32 2,866,174.13 44.85% SC788001 - Transfers Out 37,359,059.00 39,058,327.00 38,161,639.43 896,687.57 97.70%Fav. Due to less appropriation needed for the Child Care Fund. SC78001 Transfers Out (dept 909) 0.00 8,398.00 0.00 8,398.00 0.00% 788001:Transfers Out 37,359,059.00 39,066,725.00 38,161,639.43 905,085.57 0.98 SC796500 - Budgeted Equity Adjustments - - - - 0.00% SC796500 - Budgeted Equity Adjustments (dept 909) (900.00)(900.00)0.00 (900.00)0.00% 796500:Budgeted Equity Adjustments (900.00) (900.00) - (900.00) 0.00% Total Expenditure 56,669,458.45 55,729,995.15 63,302,006.20 (7,572,011.05) 113.59% NON-DEPARTMENTAL FY 2024 YEAR END - GENERAL FUND 42 TREASURER'S OFFICE ADOPTED AMENDED FY 2024 VARIANCE BUDGET BUDGET ACTUALS FAV/(UNFAV)PERCENT EXPLANATION OF SIGNIFICANT VARIANCES ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ DELINQUENT TAX REVOLVING FUND 51600 REVENUES Charges for Services $10,500,000.00 $10,500,000.00 12,426,490.60$ 1,926,490.60$ 18.35% Fav. Interest on Delinquent Taxes $1,158,516.76 and Collection Fees $840,159.55 due to increased collection from tax-payers. Partially offset by Unfav. Interest and Penalty ($72,158.71) due to collection of chargebacks from local CVTs and monthly interest charges. Other Revenues 1,000,000.00 1,000,000.00 5,384,467.50 4,384,467.50 438.45% Fav. Investment from Investments Income $4,384,467.50 due to investment base and market rate adjustments. Transfers In - - - - 0.00% Total Revenues $11,500,000.00 $11,500,000.00 $17,810,958.10 6,310,958.10$ 54.88% OPERATING EXPENSES Personnel Expenditures 248,137.58$ 248,137.58$ 198,934.91$ 49,202.67$ 19.83% Fav. Salaries and Fringe Benefits based on actual activity. Operating Expenditures 342,386.00 342,386.00 475,480.53 (133,094.53) -38.87% Unfav. Adj Prior Year Revenue ($231,239.37) due to DTRF reclassification. Also, Unfav. Indirect Costs($153,187) relate to services provided to the fund. Partially offset by Fav. Info Tech Operations $119,552 due to allocation and usage. Also, Fav. Professional Services $49,946.84 due to payments to bankruptcy attorneys for individual/private bankruptcy court cases. Fav. Administrative Overhead $30,000, Legal Services $25,000 and Prof Svc- Financial Consultant $25,000 due to no borrowing from the Treasurer's office. Interest Expense 1,000,000.00 1,000,000.00 0.00 1,000,000.00 100.00% Fav. Interest Expense on Debt as it was decided not to borrow money and utilize the available funds to finance CVTs. Transfer Out to Other Funds: General Fund - Collection Fees 2,700,000.00 2,700,000.00 2,672,541.37 27,458.63 0.00% Fav. Collection Fees $27,458.63 due to Transfer-out below allocation of budget. GF - Non-Departmental 5,000,000.00 5,000,000.00 5,000,000.00 - 0.00% Work Release Facility Refunding Debt Svc 2,500,000.00 0.00 0.00 - #DIV/0! Fav. as no transfers are needed due to Work Release Facility Refunding Debt SVC was paid off and closed out back in FY22. Office Bldg Renovation Refunding Debt Svc 1,276,125.00 1,276,125.00 1,276,125.00 - 0.00% 52-3 District Court Refunding Debt Svc(Dc r 0.00 0.00 0.00 - #DIV/0! Total Transfer Out to Other Funds 11,476,125.00$ 8,976,125.00$ 8,948,666.37$ 27,458.63$ 0.31% Total Operating Expenses 13,066,648.58$ 10,566,648.58$ 9,623,081.81$ 943,566.77$ 8.93% REVENUE OVER (UNDER) EXPENDITURES*($1,566,648.58)$933,351.42 $8,187,876.29 $7,254,524.87 Total Net Position - Beginning $209,829,663.72 Total Net Position - Ending $218,017,540.01 Ending FY 2023 Designated Net Position**: NP-UnRes - Designated - Debt Service $46,997,742.00 NP-UnRes - Designated - Delinq Taxes Receivable 156,919,440.04 NP-UnRes - Designated - Collection Fees 5,912,481.68 Undesignated - Net Position $8,187,876.29 Total Net Position - Ending $218,017,540.01 * Please note that in the Adopted Budget (line-item book) this is budgeted as 'Planned Use of Balance" in the revenue category ** Please note the designated equity amounts are adjusted at year-end only COUNTY OF OAKLAND FY 2024 FOURTH QUARTER REPORT ENTERPRISE FUND 43 COUNTY OF OAKLAND FY 2024 FOURTH QUARTER REPORT ENTERPRISE FUNDS TREASURER ADOPTED AMENDED FY 2024 VARIANCE BUDGET BUDGET ACTUALS FAV/(UNFAV)PERCENT EXPLANATION OF SIGNIFICANT VARIANCES ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ DELINQUENT PERSONAL PROPERTY TAX (51800) OPERATING REVENUE $506,136.00 $506,136.00 $667,635.67 $161,499.67 31.91%Fav. Administration Fees $161,499.67 due to increased collection activity. OPERATING EXPENSE 554,317.16 554,317.16 336,376.01 $217,941.15 39.32%Fav. Controllable Personnel $214,721.85 due to vacant and underfilled positions. Additionally, Fav. Professional Services $29,329.02 due to less than anticipated use. Partially offset by Unfav. Indirect Costs ($26,379) due to actual charges determined after budget finalization. Unfav Printing ($6,069.92) due to the mailings of property notices. NET OPERATING INCOME (LOSS)($48,181.16)($48,181.16)$331,259.66 $0.00 0.00% NON-OPERATING REVENUE (EXPENSE)/INVESTMENT INCOME 5,000.00 5,000.00 ($19,808.44)($24,808.44)-496.17%Unfav. Investment Income ($24,808.44) due to investment base and market rate adjustments. TOTAL INCOME BEFORE CONTRIBUTIONS AND TRANSFERS ($43,181.16)($43,181.16)311,451.22$ ($24,808.44) TRANSFERS OUT - - - - TOTAL NET INCOME (LOSS)*($43,181.16)($43,181.16)$311,451.22 ($24,808.44) TOTAL NET POSITION - BEGINNING 1,351,295.45 TOTAL NET POSITION - ENDING $1,662,746.67 * Please note that in the Adopted Budget (line-item book) this is budgeted as 'Planned Use of Balance" in the revenue category. 44 COUNTY OF OAKLAND FY 2024 YEAR END REPORT ENTERPRISE FUND PARKS & RECREATION ADOPTED AMENDED FY 2024 VARIANCE BUDGET BUDGET FORECAST FAV/(UNFAV)PERCENT EXPLANATION OF SIGNIFICANT VARIANCES ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ OAKLAND COUNTY PARKS & RECREATION COMMISSION (50800) OPERATING REVENUE 12,160,164.00$ 12,160,164.00$ 13,505,393.85$ 1,345,229.85$ 11.06%Fav. Green Fees $653,150 and Rental Golf Carts $360,929 and Fees Daily use $214,459 due to greater than anticipated activity mostly attributed to increase in golf. Partially offset by unfav. Entrance Fees General Admission ($298,164), Fees Camping ($166,309) and Commission Food Services ($86,246) due to less than anticipated activity. OPERATING EXPENSE 36,093,975.00$ 36,927,873.00$ 37,816,030.75$ (888,157.75)$ -2.41%Unfav. Mostly attributed due to Salaries ($1,077,839)and Fringes ($556,444) due to greater costs for summer part- time staff. Also unfav. Contracted Services ($512,426), Charge Card Fee ($138,433), Grounds Maintenance ($94,708), Design Fees ($89,701), Equipment Maintenance ($54,129), Uniforms ($36,001) and Water and Serage Charges ($21,196) due to greater than anticipated activity. Unfav. Transfer to Municipalities ($114,721) due to more city, village, township payments made than anticipated through community grant agreements. Partially offset by Fav. General Program Administration $432,793 is based on actual and projected maintenance activitiy. Aslo Fav. Expendable Equipment $273,627, Special Projects $250,000, Building Maintenance Charges 79,305, Advertising $59,585 and Equipment Rental Expense $27,059 due to less than anticipated use. Fav. Internal Services mostly attributed to Motor Pool $50,556 due to less new vehicles puchased than anticipated and Info Tech Operations $14,930. NET OPERATING INCOME (LOSS)(23,933,811.00)$ (24,767,709.00)$ (24,310,636.90)$ 457,072.10$ 1.85% NON-OPERATING REVENUE (EXPENSE)26,101,768.00$ 26,550,768.00$ 28,005,425.30$ 1,454,657.30$ 5.48%Fav. Investment Income $1,470,720 and Transfers In a budget amendment is not recommended at this time due to uncertain market conditions. Also favorable due to Transfer-In Grant revenue (GRN-1003856 and GRN- 1003850). Partially offset by unfav. Tax revenue ($843,240) due to actual activity less than anticipated. TOTAL INCOME BEFORE TRANSFERS 2,167,957.00$ 1,783,059.00$ 3,694,788.40$ 1,911,729.40$ -107.22% TRANSFERS IN (OUT)250,000.00$ 250,000.00$ (204,639.00)$ (454,639.00)$ 181.86%Unfav. Transfers Out due to grant expenses and $250,000 Transfer M.R. #24024 for City of Rochester Hills Innovation Hills Park restroom project. TOTAL NET INCOME/BUDGETED EQUITY ADJ 2,417,957.00$ 2,033,059.00$ 3,490,149.40$ 1,457,090.40$ Fav. Budgeted Equity Adjustments $3,490,149 is the amount projected to be added to fund balance at the end of the fiscal year for use in capital improvement projects and parks partnerships TOTAL NET POSITION - BEGINNING 96,563,167.85$ TOTAL NET POSTION - ENDING 100,053,317.25$ 45 ADOPTED AMENDED FY 2024 VARIANCE BUDGET BUDGET ACTUALS FAV/(UNFAV)PERCENT EXPLANATION OF SIGNIFICANT VARIANCES ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ DRAIN EQUIPMENT FUND ( 63900) OPERATING REVENUES: Inside 58,305,486.00$ 58,422,125.00$ 56,469,229.87$ (1,952,895.13)$ -3.34%Unfav - Reimbursement Salaries ($2,039,930) due to unallocated payroll charges for turnover and vacant positions, offset in Salaries and Fringes. Unfav - Vehicle Rental ($335,666) due to over estimate of billable vehicle hours. Unfav - Equipment Rental ($201,996) due to over estimate of billable hours. Fav - Reimbursement General $543,932 a result of charging more time than anticipated to special revenue and proprietary funds that can be allocated to benefiting systems. Fav - Rebilled Charges Revenue $80,765 due to revenue being determined by rebillable repair jobs offset by unfavorable expenses pertaining to repair jobs. Outside 240,100.00 240,100.00 168,100.87 (71,999.13) -29.99%Unfav - External Rebilled Charges Revenue ($71,899) revenue is determined by a decrease in rebillable repair jobs, offset by favorable expenses pertaining to the repair jobs. Total Revenue 58,545,586.00 58,662,225.00 56,637,330.74 (2,024,894.26)-3.45% OPERATING EXPENSES $58,791,545.78 $58,908,184.78 $54,252,831.62 $4,655,353.16 7.90%Fav - Salaries, Overtime and Fringes $5,470,773 due to turnover and vacant positions. Fav - Depreciation Computer Equipment $270,834 due to the Supervisory Control and Data Acquisition (SCADA) system common to all project not being booked in fourth quarter FY 2024. Fav - Contracted Services $166,551 due to a decrease in repair work for Supervisory Control and Data Acquisition systems. Fav - Info Tech Development $88,538, Computer Supplies $8,772, Protective Clothing and Equipment $7,821 and Employee Footwear $5,916 the result of actual spending being less than anticipated budget. Fav - Motor Pool Fuel Charges and Motor Pool $57,921 due to budget not set to actual historical usage. Fav - Drain Equipment $44,176 due to over estimated budget forecast for equipment used in rework projects. WATER RESOURCES COMMISSIONER FY 2024 YEAR END REPORT INTERNAL SERVICE FUND COUNTY OF OAKLAND 46 ADOPTED AMENDED FY 2024 VARIANCE BUDGET BUDGET ACTUALS FAV/(UNFAV)PERCENT EXPLANATION OF SIGNIFICANT VARIANCES ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ WATER RESOURCES COMMISSIONER FY 2024 YEAR END REPORT INTERNAL SERVICE FUND COUNTY OF OAKLAND Unfav - Materials and Supplies ($768,629) due to inflationary price increases and usages of these water and sewer supplies. Unfav - Drain Equipment Labor and Drain Equipment Materials ($212,165) due to under estimated budget forecast on rework projects. Unfav - Info Tech Operations ($145,697), Expendable Equipment ($125,942) and Telephone Communications ($83,358) the results of actual spending being more than anticipation budget. Unfav - Depreciation Vehicles and Equipment ($30,239) due to over estimated depreciation schedule. Unfav - Equipment Repair Motor Vehicle ($22,340) the result of increasing maintenance to maintain aging equipment. Unfav - Indirect Costs ($20,371) due to indirect cost rate finalized after budget process. Unfav - Maintenance Department Charges ($16,804) a result of an increase in maintenance performed on the automatic meter reading system. Unfav - Claims ($10,000) due to a settlement payment regarding payroll. Unfav - Maintenance Contract ($6,776) due to increase contractors work on SCADA software maintenance. Unfav - Electric Service (6,478) the result of actual spending being more than anticipated budget. Unfav - Insurance Fund ($5,637) due to fleet and building liability excess insurance being more than anticipated budget. Unfav - Legal Services ($4,800) due to a settlement agreement pertaining to a rebill. Unfav - Software Support Maintenance ($4,652) the result of a new software support maintenance agreement contract. NET INCOME (LOSS) BEFORE ($245,959.78)($245,959.78)$2,384,499.12 $2,630,458.90 -1069.47% NON-OPERATING REVENUE/(EXPENSE)$216,600.00 $216,600.00 $1,144,203.62 927,603.62 428.26%Fav - Income from Investment $882,551 due to investment base and market rate fluctuations. Fav - Sale of Equipment $58,014 due to sale of user owned equipment at county auction or online bidding services. Unfav - Gain on Sale of Vehicles ($12,961) due to sale of owned vehicles at county auction. TRANSFER IN - - - - 0.00% TRANSFERS (OUT)-160,988.00 160,987.89 0.11 0.00% NET REVENUES OVER (UNDER) EXPENSES*($29,359.78)($190,347.78)$3,367,714.85 $3,558,062.63 TOTAL NET POSITION - BEGINNING 35,675,327.82$ TOTAL NET POSITION - ENDING 39,043,042.67$ *Please note that in the Adopted Budget (line-item book) this is budgeted as "Planned use of Fund Balance" in the revenue category and Budgeted Equity Adj in Expenses. 47 COUNTY OF OAKLAND FY 2024 YEAR END REPORT INTERNAL SERVICE FUND RISK MANAGEMENT ADOPTED AMENDED FY 2024 VARIANCE BUDGET BUDGET ACTUALS FAV/(UNFAV)PERCENT EXPLANATION OF SIGNIFICANT VARIANCES ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ LIABILITY INSURANCE FUND 67700 OPERATING REVENUES: Outside Revenue $ 14,766.00 $ 14,766.00 $ 12,825.80 (1,940.20)-13.14%-Unfav. due to external billing less than anticipated. Inside Revenue 12,825,090.00 12,825,090.00 12,620,266.01 (204,823.99)-1.60%-Unfav. due to rebills to department lower based on actual premiums paid, offset by favorable expense. Total Operating Revenue $ 12,839,856.00 $ 12,839,856.00 $ 12,633,091.81 (206,764.19)-1.61% OPERATING EXPENSE $ 7,256,589.02 $ 7,207,975.02 $ 6,636,717.77 571,257.25 7.93%-Fav. Salaries and Fringe Benefits $367,800 due to two vacant positions. Professional Services $204,900, Expendable Equipment $44,850, Maintenance Department Charges $42,000 due to lower than anticipated use. Insurance $35,660 due to less than expected premiums paid due to insurance fluctuations, partially offset by unfavorable revenue. Medical Supplies $14,800, Travel and Conference $4,880, Employee Medical Exams $3,995, Membership Dues and Publication $2,500, Personal Mileage $1,800, Metered Postage $980, and Periodicals Books Publication Subscription $650 due to lower than anticipated use. Partially offset by unfav. Indirect Costs ($97,515) due to actual charges determined after budget finalization, Info Tech Development ($19,550), Insurance ($13,000), Info Tech Operations ($12.900) based on actual usage. Motor Pool ($10,300) due to actuals more than budget. CLAIMS PAID 7,966,000.00 7,966,000.00 3,527,211.63 4,438,788.37 55.72%-Fav. due to lower than anticipated claims. TOTAL OPERATING EXPENSES $ 15,222,589.02 $ 15,173,975.02 $ 10,163,929.40 5,010,045.62 33.02% OPERATING INCOME (LOSS)(2,382,733.02)(2,334,119.02)2,469,162.41 4,803,281.43 -205.79% 48 COUNTY OF OAKLAND FY 2024 YEAR END REPORT INTERNAL SERVICE FUND RISK MANAGEMENT ADOPTED AMENDED FY 2024 VARIANCE BUDGET BUDGET ACTUALS FAV/(UNFAV)PERCENT EXPLANATION OF SIGNIFICANT VARIANCES ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ NON-OPERATING REVENUE (EXPENSE) 100,000.00 100,000.00 615,807.70 515,807.70 515.81%-Fav. due to higher than expected available cash balance. TRANSFER IN (OUT) $-$ (48,614.00) $ (48,614.00)0.00 0.00%-MR2024-4163 for the transfer of Automated External Defibrillators (AEDs) maintenance to Emergency Management and Homeland Security. NET REVENUES OVER/(UNDER)* EXPENSES $ (2,282,733.02) $ (2,282,733.02) 3,036,356.11 $ 5,319,089.13 TOTAL NET ASSETS - BEGINNING 559,304.06 TOTAL NET ASSETS - ENDING $ 3,595,660.17 *Please note that in the Adopted Budget (line-item book) this is budgeted as "Planned Use of Fund Balance" in the revenue category. 49 COUNTY OF OAKLAND FY2024 YEAR END REPORT INTERNAL SERVICE FUNDS FRINGE BENEFITS FUND ADOPTED AMENDED FY 2024 VARIANCE FRINGE BENEFITS FUND 67800 BUDGET BUDGET ACTUAL FAV/(UNFAV)PERCENT EXPLANATION OF SIGNIFICANT VARIANCES ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ OPERATING REVENUE RETIREES MEDICAL - VEBA DEBT 34,001,533 34,001,533 35,188,809.44 1,187,276 3.49%-Fav. due to County payroll actuals being higher than budget projection. RETIREMENT ADMINISTRATION 4,695,624 4,695,624 4,897,064.01 201,440 4.29%-Fav. due to County payroll actuals being higher than budget projection. RETIREMENT ADMINISTRATION - PTNE 350,000 350,000 302,303.73 (47,696) -13.63%-Unfav. due to actual revenue less than budget projections. DEFERRED COMPENSATION-MATCH 4,330,548 4,330,548 3,682,490.71 (648,057) -14.96%-Unfav. due to actual revenue less than budget projections. PENSION EXPENSE CONTRIBUTION 1,193,986 1,193,986 1,262,712.31 68,726 5.76%-Fav. due to County payroll actuals being higher than budget projections. SALARY CONTINUATION 4,952,674 4,952,674 4,564,279.77 (388,394) -7.84%-Unfav. due to actual revenue less than budget projections. DEFINED CONTRIBUTION PLAN 23,825,636 23,825,636 29,609,310.16 5,783,674 24.28%-Fav. due to County payroll actuals being higher than budget projections, partially offset by Defined Contribution Plan expense. DEFINED CONTRIBUTION PLAN - PTNE 327,888 327,888 249,686.69 (78,201) -23.85%-Unfav. due to a lower number of PTNE's who participated in the Defined Contribution Plan - PTNE program partially offset by Defined Contribution Plan – PTNE expense. EMPLOYEE IN-SERVICE TRAINING 2,482,358 2,482,358 2,571,559.76 89,202 3.59%-Fav. due to County payroll actuals being higher than budget projection. EMPLOYEE ENGAGEMENT 996,662 996,662 1,038,208.21 41,546 4.17%-Fav. due to County payroll actuals being higher than budget projection. EMPLOYEE BENEFITS UNIT 1,617,589 1,617,589 1,672,644.02 55,055 3.40%-Fav. due to County payroll actuals being higher than budget projection. FLEX BENEFIT PLAN 85,000 85,000 89,709.29 4,709 5.54% FRINGE BENEFITS REVENUE 125,028 125,028 127,331.92 2,304 1.84% TUITION REIMBURSEMENT 400,000 400,000 415,436.24 15,436 3.86%-Fav. due to County payroll actuals being higher than budget projection. RETIREMENT HEALTH SAVINGS 4,835,980 4,835,980 5,652,872.41 816,892 16.89%-Fav. due to County payroll actuals being higher than budget projection partially offset by Retirement Health Savings expense. HEALTH SAVINGS ACCOUNT - - 71,420.68 71,421 0.00%- Fav. due to account being set up after budget development, offset by Health Savings Account expense. GROUP LIFE INSURANCE 740,000 740,000 673,488.18 (66,512) -8.99%-Unfav. due to actual revenue lower than budget projections, offset by favorable Group Life Insurance expense. SOCIAL SECURITY 23,779,000 23,779,000 24,348,763.35 569,763 2.40%-Fav. due to County payroll actuals being higher than budget projections, partially offset by Social Security expense. HOSPITAL INSURANCE 43,944,546 43,944,546 40,116,003.46 (3,828,543) -8.71%-Unfav. due to actual revenue less than budget projections. PRESCRIPTION COVERAGE INSURANCE 11,950,000 11,950,000 10,621,881.35 (1,328,119) -11.11%-Unfav. due to actual revenue less than budget projections. MISCELLANEOUS REVENUE - - 224.18 224 0.00% DENTAL INSURANCE 3,420,000 3,420,000 3,258,282.37 (161,718) -4.73%-Unfav. due to actual revenue less than budget projections. OPTICAL INSURANCE 111,000 111,000 92,827.91 (18,172) -16.37% WORKERS COMPENSATION 2,783,075 2,783,075 2,737,910.94 (45,164) -1.62%-Unfav. due to actual revenue less than budget projections. UNEMPLOYMENT COMPENSATION 200,000 200,000 379,442.06 179,442 89.72%-Fav. due to actual revenue higher than budget projections. INVESTMENT INCOME 3,090,000 3,090,000 1,542,869.59 (1,547,130) -50.07%-Unfav. due to actual revenue less than budget projections. EXT - DENTAL INSURANCE 20,000 20,000 2,766.18 (17,234) -86.17% EXT - FLEX BEN ARREARAGES - - 23,855.66 23,856 0.00%-Fav. due to employees paying benefit arrearages. EXT - FLEX BEN DENTAL INSURANCE 165,000 165,000 175,109.64 10,110 6.13% EXT - FLEX BEN DEDUCTIONS 520,000 520,000 563,978.94 43,979 8.46%-Fav. due to County payroll actuals being higher than budget projections. EXT - FLEX BEN HOSPITALIZATION - EMPLOYEE 5,750,000 5,750,000 6,166,771.06 416,771 7.25%-Fav. due to higher than expected employee contributions for medical benefits. EXT - FLEX BEN VISION INSURANCE 145,000 145,000 153,093.47 8,093 5.58% EXT - HOSPITAL INSURANCE 250,000 250,000 572,964.83 322,965 129.19%-Fav. due to higher Optum COBRA payments than expected. EXT - LITIGATIONS SETTLEMENTS - - 16,766.90 16,767 0.00% EXT - PRESCRIPTION DRUG REBATES 2,000,000 2,000,000 4,822,167.60 2,822,168 141.11%-Fav. due to higher than anticipate Prescription Drug Rebates. EXT - RETIREE PRESCRIPTION DRUG REBATES 1,050,000 1,050,000 4,580,206.79 3,530,207 336.21%-Fav. due to higher than anticipated Retiree Prescription Drug Rebates. EXT - TRAINING REVENUE 10,000 10,000 13,915.00 3,915 39.15% EXT - WELLNESS REVENUE 15,000 15,000 - (15,000) -100.00% EXT - OPTICAL INSURANCE 1,500 1,500 184.86 (1,315) -87.68% PRIOR YEARS ADJUSTMENTS - - 68,916.59 68,917 0.00%-Fav. due to Unemployment Insurance corrections. REFUND PRIOR YEARS EXPENDITURE - - 2,798.64 2,799 0.00% TOTAL REVENUE 184,164,627 184,164,627 192,331,028.90 8,166,402 4.43% 50 COUNTY OF OAKLAND FY2024 YEAR END REPORT INTERNAL SERVICE FUNDS FRINGE BENEFITS FUND ADOPTED AMENDED FY 2024 VARIANCE FRINGE BENEFITS FUND 67800 BUDGET BUDGET ACTUAL FAV/(UNFAV)PERCENT EXPLANATION OF SIGNIFICANT VARIANCES ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ OPERATING EXPENSE RETIREES MEDICAL - VEBA DEBT INT/AGING 4,341,533 4,341,533 4,341,533.00 - 0.00% RETIREMENT ADMINISTRATION 1,011,101 961,101 1,111,421.99 (150,321) -15.64%-Unfav. Salaries and Fringes ($130,977) due to position transferred from another area in HR, Insurance Fund ($63,267) due to a change in the fiduciary liability allocation process that was determined after budget finalization, offset by Info Tech Operations $27,688, Legal Services $21,517 due to less than anticipated legal services. DEFERRED COMP-COUNTY PMTS (MATCH)4,343,548 4,343,548 3,662,729.29 680,819 15.67%-Fav. due to actual expenses less than budget projections. DEFINED CONTRIBUTION PLAN 23,825,636 23,825,636 28,663,119.33 (4,837,483) -20.30%-Unfav. due to County payroll actuals being higher than budget projections, offset by Defined Contribution Plan revenue. DEFINED CONTRIBUTION PLAN - PTNE 327,888 327,888 248,348.35 79,540 24.26%-Fav. due to a lower number of PTNE's who participated in the Defined Contribution Plan - PTNE program partially offset by Defined Contrigution Plan -PTNE. PENSION CONTRIBUTION EXPENSE 1,193,986 1,193,986 1,193,986.00 - 0.00% EMPLOYEE IN-SERVICE TRAINING 1,809,358 1,809,358 1,218,402.23 590,956 196.99%-Fav. due to lower than expected training costs. IN-SERVICE TRAINING - INFO TECH 300,000 300,000 325,064.39 (25,064) -34.33%-Unfav. due to higher than expected IT training costs. IN-SERVICE TRAINING - DEI 300,000 300,000 - 300,000 0.00%-Fav. due to less than anticipated In-Service Training - DEI expenses. PROFESSIONAL SERVICES 73,000 73,000 78,726.24 (5,726) 0.00% DIVERSITY,EQUITY, & INCLUSION - - 68,989.86 (68,990) 0.00%-Unfav. due to salaries and fringes not budgeted within the Fringe Benefit Fund BENEFITS ADMINISTRATION 529,447 529,447 323,999.07 205,448 38.80%-Fav. Salaries and Fringes $202,698 due transfer of 1/2 of Salary and Fringe expenses previously reported in the General Fund. HR AMINISTRATION - - 75,221.77 (75,222) 0.00%-Unfav. due to salaries and fringes not budgeted within the Fringe Benefit Fund EMPLOYEE BENEFITS UNIT 1,352,866 1,352,866 1,087,544.55 265,321 19.61%-Fav. Professional Services $265,321 due to less than anticipated services. FLEXIBLE BENEFIT PAYMENTS 85,000 85,000 140,260.33 (55,260) -65.01%-Unfav. due to higher than anticipated employees electing no insurance coverage. EMPLOYEE ENGAGEMENT 996,662 996,662 484,415.81 512,246 51.40%-Fav. Salaries and Fringes ($288,772) due to vacant positions, Wellness Screenings ($175,400) due to less than anticipated participation in employee wellness screenings, and Special Event Program ($50,000) due to less than anticipated program expenses. ACCOUNTING SERVICES 125,028 125,028 122,361.97 2,666 2.13% TUITION REIMBURSEMENT 400,000 400,000 274,446.15 125,554 31.39%-Fav. due to lower than expected Tuition Reimbursement. RETIREMENT HEALTH SAVINGS 4,835,980 4,835,980 4,220,950.00 615,030 12.72%-Fav. due to lower than anticipated Retirement Health Savings expenses, partiallys offset by Retirement Health Savings revenues. GROUP LIFE INSURANCE 1,260,000 1,260,000 1,216,970.13 43,030 3.42%-Fav. due to lower than expected Group Life Insurance costs, offset by unfavorable Group Life Insurance revenue. SICK AND ANNUAL LEAVE CASH-OUT 3,769,800 3,769,800 3,327,470.48 442,330 11.73%-Fav. due to Sick and Annual Leave Cash-Out expense lower than anticipated budget. SOCIAL SECURITY 23,779,000 23,779,000 24,213,505.65 (434,506) -1.83%-Unfav. due to actual Social Security expense higher than budget projections, partially offset by favorable Social Security revenue. MEDICAL INSURANCE 54,445,000 54,445,000 54,018,830.36 426,170 0.78%-Fav. due to anticipating claims being lower than budget projections. HEALTH SAVINGS ACCOUNT - - 69,114.16 (69,114) 0.00%- Unfav. due to account being set up after budget development, offset by Health Savings Account revenue. PRESCRIPTION COVERAGE 15,000,000 15,000,000 17,121,068.71 (2,121,069) -14.14%-Unfav. due to anticipating claims being higher than budget projections. DENTAL INSURANCE 3,605,000 3,605,000 3,722,716.44 (117,716) -3.27%-Unfav. due to anticipating claims being higher than budget projections. VISION INSURANCE 257,500 257,500 261,981.71 (4,482) -1.74% DISABILITY INSURANCE 4,952,674 4,952,674 4,558,881.35 393,793 7.95%-Fav. due to actual expenses lower than budget projections. WORKERS COMPENSATION 2,783,075 2,783,075 1,257,916.59 1,525,158 54.80%-Fav. Claims $1,443,919 due to less than anticipated claims, Insurance $31,455, State of Michigan Fees $26,128, and Professional Services $18,406 due to less than expected expenses. UNEMPLOYMENT COMPENSATION 200,000 200,000 109,803.03 90,197 45.10%-Fav. due to lower than anticipated Unemployment Compensation expenses. CHILD CARE FACILITY 629,802 629,802 664,938.15 (35,136) -5.58%-Unfav. Child Care expenses due to FY2023 expenses submitted in FY2024. MICHIGAN IPAA TAX 15,000 15,000 3,343.20 11,657 77.71% PATIENT CENTERED OUTCOME RESEARCH 30,000 30,000 27,672.68 2,327 7.76% INDIRECT COSTS 222,500 222,500 241,653.00 (19,153) -8.61%51 COUNTY OF OAKLAND FY2024 YEAR END REPORT INTERNAL SERVICE FUNDS FRINGE BENEFITS FUND ADOPTED AMENDED FY 2024 VARIANCE FRINGE BENEFITS FUND 67800 BUDGET BUDGET ACTUAL FAV/(UNFAV)PERCENT EXPLANATION OF SIGNIFICANT VARIANCES ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ ADJUST PRIOR YEARS EXPENSE - - 61,334.71 (61,335) 0.00%-Unfav. due to FY2023 expenses submitted in FY2024. CLAIMS - - 5,000.00 (5,000) 0.00% PENALTIES - - (450.44) 450 0.00% TOTAL EXPENSE 156,800,384 156,750,384 158,523,270.24 (1,772,886) -1.13% NET REVENUE OVER/(UNDER) EXPENSES 27,364,243 27,414,243 33,807,758.66 9,939,288 TOTAL NET ASSETS - BEGINNING 422,589,176.52 TOTAL NET ASSETS - ENDING 456,396,935.18 Note: Does not reflect FY 2024 GASB #68 and GASB #75 impact yet; actuary reports are excepted in mid December 2024 and impact will be reflected in the FY 2024 ACFR. 52 COUNTY OF OAKLAND FY 2024 YEAR END REPORT ENTERPRISE FUNDS ECONOMIC DEVELOPMENT ADOPTED AMENDED FY 2024 VARIANCE BUDGET BUDGET ACTUALS FAV/(UNFAV)PERCENT EXPLANATION OF SIGNIFICANT VARIANCES ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ OAKLAND COUNTY INTERNATIONAL AIRPORT (56500) OPERATING REVENUE $6,390,000.00 $6,390,000.00 $6,208,460.12 ($181,539.88)-2.84%-Unfav. Land Lease ($320,484) due to less than anticipated Land Leases; Aviation Gas ($90,781) due to less than anticipated costs; Landing Fee Concessions ($60,422) due to outsourcing of collection efforts. Partially offset by Fav. Reimb US Customs Service $88,495 due to increased international travel; T Hangar Rentals $87,928 due to increased rentals; Landing Fees $30,859 due to increased collection efforts; Car Rental Concessions $25,443 due to increased car rentals; Refunds Miscellaneous $12,953 due to higher than anticipated refunds. OPERATING EXPENSE 8,145,146.00 8,245,146.00 7,532,523.68 712,622.32 8.64%-Fav. Salaries and Fringe Benefits $179,859 due to position turnovers; Depreciation Equipment $148,658 and Vehicles $30,209 due to completion of useful life; US Customs Services $148,539 due to less than anticipated costs; Interest Expense on Debt $102,291 due to completion of bond; Equipment Maintenance $50,000 due to lower than expected necessary maintenance; Gasoline Charges $46,981 due to current rates and usage; Ground Supplies $18,920 due to less than anticipated costs; Firefighting Supplies $8,118 due to less than anticipated costs; Security Expense $8,097 due to less than anticipated repairs; Partially offset by unfav. Maintenance Department Charges ($14,766) and Building Maintenance Charges ($14,383) due to increased costs. NET OPERATING INCOME (LOSS)($1,755,146.00)($1,855,146.00)($1,324,063.56)531,082.44$ -28.63% NON-OPERATING REVENUE (EXPENSE)150,000.00 150,000.00 685,400.04 535,400.04 356.93%-Fav. due to higher than expected available cash balance. TOTAL INCOME BEFORE CONTRIBUTIONS AND TRANSFERS (1,605,146.00) (1,705,146.00) ($638,663.52)1,066,482.48 -62.54% TRANSFERS IN/(OUT)(25,000.00) (32,000.00) (21,805.00) 10,195.00 -31.86%-Fav. Transfer Out $10,195 due to Airport Vehicle Fleet Expansion actual costs determined after budget finalization. CAPITAL CONTRIBUTION - - 273,563.80 273,563.80 0.00%-Fav. Capital Contributions - State Grants - ($269,645) for ARPA, PFAS, and Reimbursement Grants FY 2023 received in FY 2024. TOTAL NET INCOME (LOSS)($1,630,146.00)($1,737,146.00)($386,904.72)$1,350,241.28 TOTAL NET ASSETS - BEGINNING 76,090,785.21$ TOTAL NET ASSETS - ENDING 75,703,880.49$ *Please note that in the Adopted Budget (line-item book) this is budgeted as "Planned Use of Fund Balance" in the revenue category. 53 COUNTY OF OAKLAND FY 2024 YEAR END REPORT INTERNAL SERVICE FUNDS FACILITIES ADOPTED AMENDED FY 2024 VARIANCE BUDGET BUDGET ACTUALS FAV/(UNFAV)PERCENT EXPLANATION OF SIGNIFICANT VARIANCES ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ MOTOR POOL FUND 66100 OPERATING REVENUE: Outside Revenue 128,000.00$ 128,000.00$ 226,805.45 98,805.45$ 77.19%-Fav. Ext-Other Revenue $81,742.14 due to higher than expected restitution for damaged vehicles, and $27,200.25 Ext-Parts and Accessories Revenue due to higher than expected build-ups associated with City, Village and Township vehicles. Inside Revenue 9,901,776.00 10,102,401.00 9,512,587.73 (589,813.27) -5.84%-Unfav. Leased Equipment ($313,081.38) due to actual activity trends to date and due to the delay in new product delivery, Gasoline, Oil & Grease Charges ($253,384.10) due to current fuel costs and improved miles per gallon, (partially offset by favorable Gasoline Charges expense) and Productive Labor ($106,760.49) due to less than anticipated charges, partially offset by favorable Parts and Accessories $84,800 due to higher number of repairs being performed. Total Revenue 10,029,776.00 10,230,401.00 9,739,393.18 (491,007.82) OPERATING EXPENSE 11,296,490.01 11,646,706.01 11,978,173.24 (331,467.23) -2.85%-Unfav. Depreciation Vehicle ($403,989) due to fleet expansion, increased vehicle costs and totaled vehicle replacements, Parts and Accessories ($82,438) due to additional cost of parts required to service vehicles, Sublet Repairs Expense ($66,895) due to higher individual repair costs for used vehicles and the cost of parts, Insurance Repair Expense ($44,049) due to higher costs associated with garage owned vehicles involved in accidents, Info Tech Operations ($38,619) due to charges determined after budget finalization, partially offset by favorable Gasoline Charges $251,077 due to market fluctuations, miles driven and improved fuel economy (offset by Gasoline Oil & Grease Charges revenue), OPERATING INCOME (LOSS)(1,266,714.01) (1,416,305.01) (2,238,780.06) (822,475.05) NON-OPERATING REVENUE (EXPENSE) 642,700.00 642,700.00 1,125,414.15 482,714.15 75.11%-Fav. Gain on Sale of Vehicles $437,945.700 due to higher than anticipated sale values on used vehicles, partially offset by Loss on Sale of Vehicles ($24,112.15) due to lower than anticipated sales on some used vehicles. NET INCOME (LOSS) BEFORE OPERATING TRANSFERS (624,014.01) (773,605.01) (1,113,365.91) (339,760.90) TRANSFERS IN / (OUT)317,000.00 844,977.00 560,570.96 (284,406.04) -33.66%-Fav. Transfers In due to Sheriff vehicles that were ordered after budget was finalized. CAPITAL CONTRIBUTIONS - - - - NET REVENUE OVER/(UNDER) EXPENSES (PLANNED USE OF FUND BAL.) * (307,014.01)$ 71,371.99$ (552,794.95)$ (624,166.94)$ TOTAL NET ASSETS - BEGINNING 11,305,398.76$ TOTAL NET ASSETS - ENDING 10,752,603.81$ 11/19/2024 *Please note that in the Adopted Budget (line-item book) this is budgeted as "Planned Use of Fund Balance" in the revenue category. 54 FY 2024 YEAR END REPORT INTERNAL SERVICE FUND FACILITIES MANAGEMENT ADOPTED AMENDED FY 2024 VARIANCE BUDGET BUDGET ACTUALS FAV/(UNFAV)PERCENT EXPLANATION OF SIGNIFICANT VARIANCES ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ FACILITIES MAINTENANCE & OPERATIONS (#63100) OPERATING REVENUES: Outside Revenue 549,611.00$ 550,413.00$ 538,853.48$ (11,559.52)$ -2.10%Unfavorable due to less than anticipated revenues. Inside Revenue 29,670,675.00 29,670,675.00 29,605,357.10 (65,317.90)$ -0.22%Inside Revenue unfavorable due to Office Space Rental ($404,925) due to lower than anticipated office space rental income. Partially offset by favorable Office Space Rental (GF GP) $180,433 and Maintenance Contracts $103 659Total Revenue 30,220,286.00$ 30,221,088.00$ 30,144,210.58$ (76,877.42)$ -0.25% OPERATING EXPENSES 31,588,087.08$ 31,870,342.00$ 31,862,414.00$ 7,928.00$ 0.02%Favorable Salary and Fringes $587,856 due to vacancies. Operating Expenditures Unfavorable ($615,047) from Sublet Repairs ($1,345,304), Maintenance Supplies ($384,757), Equipment ($259,243), Grounds Supplies ($138,006), Laundry and Cleaning ($113,640), Custodial Supplies ($65,437), Small Tools ($49,794), Security Supplies ($44,707), Rent ($25,152), Gasoline Charges ($15,508), and Garbage and Rubbish Removal ($14,694) being more than anticipated. Partially offset by favorable Equipment $572,691, Natural Gas $278,162, Water and Sewage Charges $282,579, Material and Supplies $194,692, Electrical Service $143,940, Professional Services $131,590, Road Salt $90,377, Fuel Oil $49,950, Software Support Maintenance $38,904, Indirect Costs $22,242, Uniforms $19,825, Expendable Equipment $18,834, and Office Supplies $16,231 due to less than anticipated usage. Interanal Support Services favorable $39,500 from Info Tech Development $46,768, Drain Equipment $13,963, and Radio Commmunication charges being less than anticipated. Partially offset by Telephone Communications ($28,360) and Info Tech Operations ($14,852) charges being more than anticipated. BUDGETED EQUITY ADJUSTMENTS -$ -$ -$ 0.00% NET INCOME (LOSS) BEFORE OPERATING TRANSFERS (1,367,801.08)$ (1,649,254.00)$ (1,718,203.42)$ (68,949.42)$ NON-OPERATING REVENUE 116,000.00$ 116,000.00$ 116,000.00$ -$ 0.00% TRANSFERS IN -$ -$ -$ 0.00% TRANSFERS OUT (2,000,000.00)$ (2,000,000.00)$ (2,000,000.00)$ -$ 0.00% NET REVENUES OVER(UNDER) EXPENSES*(3,251,801.08)$ (3,533,254.00)$ (3,602,203.42)$ (68,949.42)$ TOTAL NET POSITION - BEGINNING 8,635,092.51$ TOTAL NET POSITION - ENDING 5,032,889.09$ *Please note that in the Adopted Budget (line-item book) this is budgeted as "Planned Use of Fund Balance" in the revenue category. COUNTY OF OAKLAND 55 FY 2024 YEAR END REPORT INTERNAL SERVICE FUNDS / ENTERPRISE FUND INFORMATION TECHNOLOGY ADOPTED AMENDED FY 2024 VARIANCE BUDGET BUDGET FORECAST FAV/(UNFAV)PERCENT EXPLANATION OF SIGNIFICANT VARIANCES() OPERATING REVENUES: Outside 2,084,753.00$ 2,084,753.00$ 4,092,024.00$ 2,007,271.00$ 96.28%-Favorable Enhanced Access Fees $2,130,550, Deferred Land File Tax Bills $30,351, Outside Agencies $21,930 due to lower than anticipated usage. Offset by unfav.Managed Print Services ($163,114), Reimb Equalization Services ($11,522) and Ext-Other Revenue ($500), Sale of Equipment ($425) due to reduction in external customer requests. Inside 35,567,012.00 35,561,202.00 36,062,301.48 501,099.48 1.41%-Fav. Prior Year Adjustments $833,038 and Equipment Rental $37,836 due to rebills to departments for maintenance charges on IT Office Equipment items. Partially offset by unfav.CLEMIS Operations Outside ($201,878) due to actuals higher than anticipated; OC Depts Operations & Non Governmental Operations ($82,633) and OC Depts Development Support & Non Governmental Development ($85,264) due to rates remaining at prior year levels and limited resources available to complete development due to vacancies. TOTAL OPERATING REVENUE 37,651,765.00$ 37,645,955.00$ 40,154,325.48$ 2,508,370.48$ 6.66% OPERATING EXPENSES 58,174,687.90 59,273,890.90 55,053,023.29 4,220,867.61 7.12%-Fav. Depreciation $8,174,260 based on depreciation schedule; Salaries and Fringes $1,228,607 due to vacanies; Exp Equipment $866,883 for equip replacement; Internal Services $302,822 is primarily due to fav. Insurance Fund; Software Rental/Lease $198,652 due to decreased costs; Printing $65,000, Travel $37,966, Data Processing Supplies $20,030, Personal Mileage $7,227, Garbage & Rubbish Disposal $5,364 and Auction $1,300 due to usage. Offset by unfav. Professional Services ($4,082,932) due to projects previously approved in prior year; Charge Card Fees ($975,728) and Bank Charges ($23,727) for credit card activity; Contracted Services ($353,221) due to higher than anticipated costs; Parts and Accessories ($210,593) and Communications ($194,442) due to higher than anticipated costs; Indirect Costs ($104,316); Equipment Maintenance ($620,868) due to lower than anticipated hardware maintenance costs; Maintenance Contracts ($82,039) due to increased activity; Membership Dues ($27,034) and Software Maintenance ($12,344) due to timing of software support. .NET INCOME (LOSS) BEFORE OPERATING TRANSFERS (20,522,922.90)$ (21,627,935.90)$ (14,898,697.81)$ 6,729,238.09$ -31.11% NON-OPERATING REVENUE 70,500.00$ 70,500.00$ 558,044.43$ 487,544.43$ 691.55%Fav. primarily due to Interest Income; higher cash balance than anticipated. TRANSFERS IN 7,934,876.00$ 8,854,810.00$ 8,835,319.00$ (19,491.00)$ -0.22% TRANSFERS (OUT)-$ -$ -$-$ 0.00% CAPITAL CONTRIBUTION -$ -$ 459,675.31$ 459,675.31$ 0.00 NET REV OVER(UNDER) EXP*(12,517,546.90)$ (12,702,625.90)$ (5,045,659.07)$ 7,656,966.83$ TOTAL NET POSITION - BEGINNING 41,994,439.75$ TOTAL NET POSITION - ENDING 36,948,780.68$ *Please note that in the Adopted Budget (line-item book) this is budgeted as "Planned Use of Fund Balance" in the revenue category. Information Technology - Operations (63600) 56 FY 2024 YEAR END REPORT INTERNAL SERVICE FUNDS / ENTERPRISE FUND INFORMATION TECHNOLOGY ADOPTED AMENDED FY 2024 VARIANCE BUDGET BUDGET FORECAST FAV/(UNFAV)PERCENT EXPLANATION OF SIGNIFICANT VARIANCES() OPERATING REVENUES: Outside 12,000.00$ 12,000.00$ 5,460.00$ (6,540.00)$ -54.50%Unfav. Sale of Phone External due to decreased usage of land lines. Inside 3,663,780.00 3,662,340.00 4,217,462.78$ 555,122.78$ 15.16%Fav. Sale of Phone due to cell phone usage. TOTAL OPERATING REVENUE 3,675,780.00$ 3,674,340.00$ 4,222,922.78$ 548,582.78$ 14.93% OPERATING EXPENSES 4,015,123.17$ 4,016,563.17$ 4,105,481.05$ (88,917.88)$ -2.21%Unfav. Communications ($1,681,867) due to higher than anticipated costs; Internal Services ($65,970) primarily due to Info Tech Operations ($14,873) and Telephone ($51,191); Equipment Repairs and Maintenance ($1,919) due to higher than anticipated cost; Indirect Cost ($45,437) due to actual charges being developed after budget finalization; Salaries and Fringes ($1,001) and Membership Dues ($833) based on actual usage. Partially offset by fav. Contracted Services $999,294 due to less than anticipated costs, Depreciation $200,000 based on depreciation schedule; Maintenance Equipment $400,000, Expendable Equipment $50,108 for equipment replacement; Tower Charges $14,000 and Professional Services $8,000 due to less than anticipated activity; Travel $5,000 and Voicemail $16,000 based on usage; Software Maintenance $8,597 due to lower maintenance rates and Sublet Repairs $6,770 due to lower than anticipated repair volume. NET INCOME (LOSS) BEFORE OPERATING TRANSFERS (339,343.17)$ (342,223.17)$ 117,441.73$ 459,664.90$ NON-OPERATING REVENUE 30,000.00$ 30,000.00$ 86,722.06$ 56,722.06$ 189.07%Fav. primarily due to Interest Income; higher cash balance than anticipated. TRANSFERS IN -$ 1,440.00$ -$ (1,440.00)$ 0.00% CAPITAL CONTRIBUTION -$ -$ -$-$ 0.00% TRANSFERS (OUT)-$ -$ -$-$ 0.00% NET REV OVER(UNDER) EXP*(309,343.17)$ (310,783.17)$ 204,163.79$ 514,946.96$ TOTAL NET POSITION - BEGINNING 2,119,432.74$ TOTAL NET POSITION - ENDING 2,323,596.53$ *Please note that in the Adopted Budget (line-item book) this is budgeted as "Planned use of Fund Balance" in the revenue category. Information Technology - Telephone Communications (67500) 57 FY 2024 YEAR END REPORT INTERNAL SERVICE FUNDS / ENTERPRISE FUND INFORMATION TECHNOLOGY ADOPTED AMENDED FY 2024 VARIANCE BUDGET BUDGET FORECAST FAV/(UNFAV)PERCENT EXPLANATION OF SIGNIFICANT VARIANCES() Information Technology - CLEMIS (53500) OPERATING REVENUES: Outside 5,496,353.00$ 5,496,353.00$ 5,486,397.95$ (9,955.05)$ -0.18%Unfav. CLEMIS Crash ($107,090) and CLEMIS Parking ($1,030) due to decreased activity; Access Fees Oakland ($50,976) partially offset by fav. Access Fees Non Oakland $34,853 due to updated law enforcement Full Time Equivalent count used for billing; In-Car Terminals (External) ($5,526) for fleet of CLEMIS agencies; Maintenance Contracts ($8,203) due to lower than anticipated activity; Crime Mapping ($15,449), Productive Labor ($200) due to decreased activity. Partially offset by fav. Rebilled Charges $113,549 and CLEMIS Citation $27,105 due to increased usage by Oakland and non- Oakland agencies. Also fav. Parts and Accessories $3,012 due to increased usage by Oakland and non-Oakland agencies. Inside 1,799,384.00 1,803,214.00 1,810,491.74 7,277.74$ 0.40%Favorable OC Depts Operations $178,918 and Reimb General $25,905 based on actuals for CLEMIS staff supporting Sheriff project and FOIA Fees $974. Offset by unfav. Service Fees ($138,360) and In-Car Terminal ($60,159) due to participation count higher than budget projection. TOTAL OPERATING REVENUE 7,295,737.00$ 7,299,567.00$ 7,296,889.69$ (2,677.31)$ -0.04% OPERATING EXPENSES 13,511,929.82$ #13,434,755.82$ 10,323,981.46$ 3,110,774.36$ 23.15%Fav. Salaries and Fringes $1,100,734 due to vacanies; Depreciation $997,809 based on depreciation schedule; Internal Services $537,212 primarily due to IT Development; Software Rental $293,934 due to decreased costs; Software Maintenance $7,803 due to timing of software support; Other Exp Equipment $138,732 for equipment replacement; Equipment Maintenance $144,046 lower than anticipated hardware maintenance costs; Indirect Cost $129,924; Communications $49,684 due to lower than anticipated cost; Parts and Accessories $21,130, Travel $22,881,Supplies $7,769, Training $5,500, Personal Mileage $3,000, Workshops & Meeting $1,150 and Periodicals Books $1,200 due to usage. Offset by unfav. Professional Services ($311,668) due to higher than anticipated contractual costs for staffing services; Also, unfav. Charge Card Fees ($30,463) for credit card activity; Rebillable Services ($6,299) based on actual connectivity costs to Tier 2.5; Contracted Services ($3,333) due to higher than anticipated contractual costs for staffing services. NET INCOME (LOSS) BEFORE OPERATING TRANSFERS (6,216,192.82)$ (6,135,188.82)$ (3,027,091.77)$ 3,108,097.05$ NON-OPERATING REVENUE 35,000.00$ 35,000.00$ 104,047.26$ 69,047.26$ 197.28%Fav. primarily due to Interest Income; higher cash balance than anticipated. TRANSFERS IN 1,644,186.00$ 1,644,186.00$ 1,989,492.00$ 345,306.00$ 21.00% TRANSFERS (OUT)-$ 77,174.00$ -$ (77,174.00)$ 0.00% CAPITAL CONTRIBUTION -$ -$ -$ -$ 0.00% NET REV OVER(UNDER) EXP*(4,537,006.82)$ (4,378,828.82)$ (933,552.51)3,445,276.31$ TOTAL NET POSITION - BEGINNING 9,486,107.78 TOTAL NET POSITION - ENDING 8,552,555.27 *Please note that in the Adopted Budget (line-item book) this is budgeted as "Planned Use of Fund Balance" in the revenue category. 58 FY 2024 YEAR END REPORT INTERNAL SERVICE FUNDS / ENTERPRISE FUND INFORMATION TECHNOLOGY ADOPTED AMENDED FY 2024 VARIANCE BUDGET BUDGET FORECAST FAV/(UNFAV)PERCENT EXPLANATION OF SIGNIFICANT VARIANCES() OPERATING REVENUES: Outside 9,265,600.00$ 9,265,600.00$ 9,551,852.12$ 286,252.12$ 3.09%Fav. due to Antenna Site Mgmt. due to updates in rental contracts. Inside 492,585.00$ 492,585.00$ 687,999.43$ 195,414.43$ 39.67%Fav. due to Prior Year Adjustment due to higher than anticpated reimbursement by participating agencies for equipment replacement. TOTAL OPERATING REVENUE 9,758,185.00$ 9,758,185.00$ 10,239,851.55$ 481,666.55$ 4.94% OPERATING EXPENSES 10,991,692.64$ #10,991,692.64$ 2,948,240.43$ 8,043,452.21$ 73.18%Fav. Depreciation $4,812,689 based on depreciation schedule; Exp Equipment $2,792,360 for equipment replacement; Salaries and Fringes $354,561 dued to vacanies; Communications $224,090 for connectivity costs for cell tower sites used for coverage enhancements of the Radio system; Tower Charges $185,611; Interest Expense $97,096; Internal Services $47,581 primarily due to Info Tech CLEMIS; Travel and Conference $97,043, Electrical Service $10,888, Supplies $12,693, Personal Mileage$3,390, Printing $500 based on usage. Partially offset by Parts and Accessories ($207,994) due to higher than anticipated usage; Equipment Maintenance ($374,998) due to maintenance costs; Indirect Cost ($883); Professional Services ($11,175) due to higher than anticipated contractual costs for staffing services. NET INCOME (LOSS) BEFORE OPERATING TRANSFERS (1,233,507.64)$ (1,233,507.64)$ 7,291,611.12$ 8,525,118.76$ NON-OPERATING REVENUE 100,000.00$ 100,000.00$ 828,568.96$ 728,568.96$ 728.57%Fav. primarily due to Interest Income; higher cash balance than anticipated. TRANSFERS IN 85,174.00$ 226,174.00$ 141,000.00$ (85,174.00)$ 0.00% TRANSFERS (OUT)(286,000.00)$ (286,000.00)$ (286,000.00)$ -$ 0.00% NET REV OVER(UNDER) EXP*(1,334,333.64)$ (1,193,333.64)$ 7,975,180.08$ 9,168,513.72$ TOTAL NET POSITION - BEGINNING 47,951,134.06$ TOTAL NET POSITION - ENDING 55,926,314.14$ Please note that in the Adopted Budget (line-item book) this is budgeted as "Planned use of Fund Balance" in the revenue category and Budgeted Equity Adj in Expenses. Information Technology - Radio Communications (53600) 59 FY 2024 YEAR END REPORT INTERNAL SERVICE FUNDS / ENTERPRISE FUND INFORMATION TECHNOLOGY ADOPTED AMENDED FY 2024 VARIANCE BUDGET BUDGET FORECAST FAV/(UNFAV)PERCENT EXPLANATION OF SIGNIFICANT VARIANCES() Fire Records Management ( 53100) OPERATING REVENUES: Outside 356,684.00$ 356,684.00$ 402,135.50$ 45,451.50$ 12.74%Fav. primarily due to Rebilled Charges Revenue. . TOTAL OPERATING REVENUES 356,684.00$ 356,684.00$ 402,135.50$ 45,451.50$ 12.74% OPERATING EXPENSES 1,097,459.66$ #1,097,459.66$ 1,077,505.33$ 19,954.33$ 1.82%Fav. Salaries and Fringes $19,199 due to vacanies; Expendable Equipment $7,000 due to the timing of equipment purchases made by tech support for maintaining the system; Printing $1,000 and Travel $4,000 due to less than anticipated use and Equipment Maintenance $1,000 due to lower than anticipated maintenance cost; Internal Services $1,470 primarily due to IT Development. Parially offset by Professional Services ($11,607), Indirect Costs ($1,326) and Software Maintenance ($782) due to increased activity. NET INCOME (LOSS) BEFORE OPERATING TRANSFERS (740,775.66)$ (740,775.66)$ (675,369.83)$ 65,405.83$ NON-OPERATING REVENUE 3,000.00$ 3,000.00$ 11,282.46$ 8,282.46$ 276.08%Fav. primarily due to Interest Income; higher cash balance than anticipated. TRANSFERS IN 515,880.00$ 515,880.00$ 526,332.00$ 10,452.00$ 2.03% TRANSFERS (OUT)-$ -$ -$ - 0.00% CAPITAL CONTRIBUTION -$ -$ -$ - 0.00% NET REV OVER(UNDER) EXP*(221,895.66)$ (221,895.66)$ (137,755.37)84,140.29 TOTAL NET POSITION - BEGINNING 1,399,590.62$ TOTAL NET POSITION - ENDING 1,261,835.25$ *Please note that in the Adopted Budget (line-item book) this is budgeted as "Planned use of Fund Balance" in the revenue category and Budgeted Equity Adj in Expenses. 60 Date Donor Cash/Check Amount/Value Purpose 4/17/2024 Desert Angels, Inc.N/A 5,670.00$ K9 Kennel and Accessories 5/8/2024 Transportation Improvement Association N/A 6,936.00$ 2 Radar Units (DSR 2Ka Compact 2021-2024 BMW 1250 PT-P) 6/20/2024 Michigan Schools and Govt. Credit Union Check # 70878 1,000.00$ safety equip. for SSRT 6/26/2024 Mike Peterson, (Hungry Howies), Ken Vlahadamis (Leo's Coney Island - Fenton, Clarkston, Grand Blanc), Dale Ulman (Shark's Club and Overtyme), Jim Christopher (Leo's Coney Island - White Lake) N/A 8,500.00$ Haulmark trailer donation to Search & Rescue Team SSRT Q3 Subtotals 22,106.00$ 7/2/2024 Thin Blue Line N/A 1,743.00$ 700 EOW Memorial Bracelets (Brad Reckling) 7/10/2024 TK Elevators N/A 1,500.00$ 8 hour SSRT Training: handling elevator emergencies and rescues 8/6/2024 Crosshairs Foundation N/A 3,724.00$ full K-9 containment kennel for 2023-2024 Chevy Silverado Crew Cab 1500 8/9/2024 Great Lakes Segway N/A 2,500.00$ Use of Landmaster side by side AMP for Dream Cruise (Aug. 9 - Aug. 18) 8/12/2024 Lafontaine Cadillac Buick GMC N/A 4,041.00$ Use of 2022 GMC Hummer EV pickup for Dream Cruise (Aug. 12 - Aug. 20) 13,508.00$ 35,614.00$ Oakland County Sheriff's Office FY2024 Third & Fourth Quarter Report for Contributions (Donations) Q4 Subtotal Total 61 62 !lf!lfn~:i!£lfd_ Cbi One Mir.,cle Box at A Time. Oakland County SheriffK.9 Unit, Louise Downs, Fo louiseti T/,.fkrt 248. a droision of 0.:-, A Tiu fDl20 P.O. Bo.r210455 -AubumHills, 248.736.6403 I office@ April I, 2024 Desert Angels, Inc. would like to purchase a special K9 kennel and donate the K9 Kennel and accessories to the Oakland County K9 Unit. This is a gift to the Oakland County K9 Unit from Desert Angels, Inc. We are honored to be able to show our support for the Oa kland County Sheriff and the K9 Units. Special thanks goes to Skip Church for his donation to Desert Angels, Inc. to purchase these special items for the K9 Unit. God Bless you all and THANK YOU for keeping us all safe! Sincerely, Louise Downs BLAIN and all the Desert Angels -1PJ,9t-¾~,oo .3 ,l~i,oo :/p :lj (,, /0 7 C (bl~ ~ I 7 1 ;,.,o ~'-f l,vll I "' Greater love has no one than this: to lay down one's life forone'a/ttend8. John IS:l 3 TRANSPORTATION IMPROVEMENT ASSOCIATION 100 E. Big Beaver Rd., Suite 910, Troy, Michigan 48083 Office (248) 334-4971  Fax (248) 475-3434 www.tiasafety.us BOARD OF DIRECTORS EXECUTIVE COMMITTEE Chairman DENNIS G. KOLAR, P.E. Managing Director Road Commission for Oakland County Secretary JENNIFER L. WHITTEAKER Regional Manager Corporate & Government Affairs DTE Energy Company Treasurer MARTIN J. OLEJNIK, CPA Partner Plante Moran DON BROWN Chairman Board of Commissioners Macomb County NANCY M.D. FAUGHT, P.E. Executive Vice President Hubbell, Roth & Clark, Inc. RON FOWKES Commissioner (Ret.) Road Commission for Oakland County J. DAVID VANDERVEEN Vice Chairman Oakland County Parks Commission Member Oakland County Airport Committee CHIEF EXECUTIVE OFFICER JIM SANTILLI TRUSTEES MICHAEL J. BOUCHARD Sheriff Oakland County DAVID COULTER County Executive Oakland County COL. JAMES F. GRADY II Director Michigan State Police RAPHAEL WASHINGTON Sheriff Wayne County ANTHONY M. WICKERSHAM Sheriff Macomb County BRADLEY C. WIEFERICH, P.E. Director Michigan Department of Transportation May 8, 2024 Sgt. David Roddy Fleet Manager Oakland County Sheriff’s Office 1200 N. Telegraph Rd., Bldg. 57W Pontiac, MI 48341 Dear Sgt. Roddy: For more than two decades, speeding has been involved in approximately one-third of all motor vehicle fatalities according to the National Highway Traffic Safety Administration (NHTSA). In 2022, speeding was a contributing factor in 29% of all traffic fatalities. NHTSA's speed management recommendations include "applying enforcement efforts and appropriate technology that effectively target crash-producing speeders and deter speeding." To reduce fatalities and injuries in Oakland County, the Transportation Improvement Association (TIA) will purchase 2 DSR 2Ka Compact 2021-2024 BMW 1250 RT-P Motorcycle units for the Oakland County Sheriff's Office Motor Unit. The purchase, which is a donation, totals $6,936.00. TIA appreciates the Oakland County Sheriff’s Office making traffic safety a top priority. If you have any questions, please don’t hesitate to contact me at (248) 334-4971. Respectfully, JIM SANTILLI Chief Executive Officer 63 ~TIA radar 855 E. Collins Blvd Richardson, TX 75081 Phone: 972-398-3780 Fax: 972-398-3781 applied concepts, inc. QUOTE National Toll Free: 1-800- STALKER Page 1 of 1 05/08/24 Reg Sales Mgr: # Effective From :Lead Time: Date: Bill To:Ship To: Transportation Improvement Association 100 E Big Beaver Rd Ste 910 Troy, MI 48083-1250 Oakland County (MI) Sheriff's Office 1200 N Telegraph Rd Bldg 57W Pontiac, MI 48341-1032 Deputy Chad Abbuhl FedEx Ground070818Customer ID: 2088727 Dewey Gatts 972-398-3780Inside Sales Partner: Valid Through:08/01/2024 45 working days Robert Mele +1-972-801-4882 05/03/2024 rmele@stalkerradar.com dewey@stalkerradar.com Qty Part Number Description Price Ext PriceLn 200-0999-502 $0.001DSR Counting Unit, 1.5 PCB, ARM Processor 200-1153-002 $0.002Compact Motorcycle Display, Lt Cable Connection 155-2804-002 $0.003Compact Display to Remote I/F Cable 200-1154-002 $0.004Compact Motorcycle Remote, DSR & Dual 200-1468-004 $0.005Dual DSR Ka Antenna 200-1108-212 $0.0062021-24 BMW 1250 RT-P Mounts Kit, Compact Display 155-2591-042 $0.0094 Foot Antenna Cable, IP67 155-2591-082 $0.00108 Foot Antenna Cable, IP67 200-0992-152 $0.0011BMW Power/VSS Kit, 2015-Current 155-2265-002 $0.00126"Extension Cable for Motorcycles 062-0034-002 $0.0013Motorcycle Settings 200-0821-002 $0.0014DSR Documentation Kit 011-0228-002 $0.0015Compact Display & Remote Quick Start Guide 011-0101-092 $0.0016DSR Compact Display Operators Manual 035-0361-002 $0.0017Shipping Container, Dash Mounted Radar 060-1000-362 $0.001836 Month Warranty 006-0300-001 $0.00 $0.0019Michigan Certificate of Compliance, Radar Group Total $6,936.00 Grp Qty Package Description Price Ext PriceWrnty/Mo 1 2 806-0032-00 DSR 2Ka Compact 2021-2024 BMW 1250 RT-P Motorcycle $3,468.00 $6,936.0036 Vehicle Information: 2023 BMW Motorcycle Sub-Total: Sales Tax Shipping & Handling: Total: USD Product Discount Payment Terms: 45.00 001 $6,936.00 $45.00 $6,891.00 0%$0.00 $45.00 $6,936.00Net 30 days This Quote or Purchase Order is subject in all respects to the Terms and Conditions detailed at the back of this document. These Terms and Conditions contain limitations of liability, waivers of liability even for our own negligence, and indemnification provisions, all of which may affect your rights. Please review these Terms and Conditions carefully before proceeding. 64 STALKER I I I I I Standard Terms and Conditions 600-5022-00 Rev C Applied Concepts, Inc., 855 E. Collins Blvd, Richardson TX USA 75081 stalkerradar.com / 800-STALKER / 972-398-3780 1 of 1 Applied Concepts, Inc. (d/b/a Stalker Radar) Product Terms and Conditions (1)Purpose. The terms set forth herein govern the sale and delivery of the Stalker Radar and other products (collectively “Products”) sold by Applied Concepts, Inc. (d/b/a Stalker Radar “we,” “us,” “our,”etc.) and purchased by the purchaser (“you,” “your,” etc.). (2) Price and Product Changes; Errors. Prices of Products are subject to change without notice, and all references in sales brochures, technical data sheets and offers on our website or otherwise as to size, weight, and other details of the Products are approximate only. No such term shall be binding on us unless expressly incorporated in a purchase order which is approved and accepted by us in accordance with these terms. In the event that a Product is mistakenly listed at an incorrect price or with other incorrect information, we reserve the right to refuse or cancel any orders placed for a Product listed at the incorrect price or based on incorrect product information. In addition, we are not responsible for any inability to fulfill orders due to reasons beyond our control. We reserve the right to refuse or cancel any such orders whether the order has been confirmed and you have paid for the Product. If you have already paid for the Product and your order is cancelled, we will issue a refund in the amount paid. (3)Cancellation. Cancellation of an order for standard Products will be accepted without penalty, prior to shipment. Cancellation of an order for non-standard or customized Products will not be accepted once item is in production or shipped. (4) Delivery. Unless separate arrangements have been agreed upon in writing with you to the contrary, the terms of delivery are F.O.B. our loading dock. We will use commercially reasonable efforts to make your purchased Products available for pick-up and delivery by you within a reasonable time after acceptance of an order from you, or, if you so specify, to place the purchased Products with a common carrier at your expense for delivery to you. You bear the risk of loss or destruction of the purchased Products upon and after the first to occur of (a) pick-up or acceptance of the Products by you or your common carrier at our place of business, or (ii) five (5) days after confirmation from us that the Products are ready for pick-up at our place of business. If we are required to store the Products due to any delay caused by you, you will reimburse us for reasonable storage charges. We reserve the right to make the Products available for pick-up and delivery in installments provided that such installment shall not be less than one Product unit, unless otherwise expressly confirmed in a written communication to the contrary by us. Delay in delivery of any installment shall not relieve you of your obligation to accept remaining deliveries. (5)Returns. We must authorize all returns and a Return Material Authorization (RMA), prior to shipping. All returns must be made within thirty (30) days after delivery as specified in Section (4). Returns will be shipped at your expense. An RMA number can be obtained by e-mailing Customer Service: csd@a- concepts.com. We will not be responsible for, nor guarantee credit or replacement on, any product returned to us without an RMA. Under no circumstances will we accept collect shipments. Products returned must be received by us in re-salable condition. Product that cannot go back to stock as received will not be accepted. Please securely pack the Product and write the RMA number on the outside of the shipping box, not the product box. All returns are subject to a restocking charge of 25% of net price. Specific items may require additional charges. (6)Payment. You will pay the purchase price and applicable taxes and duties for Products without setoff, deduction, or withholding net 30. You hereby grant us a purchase money security interest in and to the Products until the purchase price and other applicable charges are paid in full. You consent to filing of a UCC-1 or other applicable document that we deem necessary to perfect this security interest and appoint our designee as your attorney-in-fact to execute and file such UCC-1 or other document in our sole discretion. (7) Proprietary Information. We have and claim various proprietary rights in the Products. You will not directly or indirectly cause any proprietary rights to be violated or any proprietary information to be disclosed to any third party without our prior written consent. (8) Warranty. We warrant Products to be free of defects and (a) that Products will perform materially in accordance with the user guides, quick reference guides, and other technical and operations manuals and specifications for Products provided by us. At our election, we will repair or replace at our cost all Product hardware components that fail due to defective materials or workmanship during the warranty period specified in your owner’s manual or a longer period specified in your quote or invoice. You must return failed Product to the factory or an authorized service center, freight prepaid. Return shipping on any components that fail within 6 months from shipment date, will be paid for by us through a shipping label we provide to you. We will pay standard UPS ground on all return shipping. This warranty excludes normal wear-and-tear such as frayed cords, broken connectors, scratched or broken cases, or physical abuse. The foregoing warranty is exclusive, in lieu of all other warranties, of quality, fitness, or merchantability, whether written, oral, or implied. We will not be liable for any direct, indirect, consequential or incidental damages arising out of the use or inability to use Product even if you have advised us of the possibility of such damages. As a further limit on warranty, and as an expressed warning, you should be aware that harmful personal contact may be made with a Product in the event of violent maneuvers, collisions, or other circumstances, even though said Product is installed and used according to instructions. We specifically disclaim any liability for injury caused by a Product in all such circumstances.Any attempt to repair a Product on your own will void this warranty. (9)Limitations of Liability. WHETHER IN CONTRACT, TORT OR UNDER ANY OTHER THEORY OF LIABILITY, OUR AND OUR AFFILIATES’ AND LICENSORS’ AGGREGATE LIABILITY UNDER THIS AGREEMENT WILL BE LIMITED TO THE GREATER OF $100,000 OR THE AMOUNT YOU ACTUALLY PAID US UNDER THIS AGREEMENT FOR PRODUCTS DURING THE 12 MONTHS PRECEDING THE CLAIM. (10)Miscellaneous a)Force Majeure. We and our partners will not be liable for any delay or failure to perform any obligation under this Agreement where the delay or failure results from any cause beyond our reasonable control, including acts of God, labor disputes or other industrial disturbances, systemic electrical, telecommunications, or other utility failures, earthquake, storms or other elements of nature, blockages, embargoes, riots, acts or orders of government, acts of terrorism, or war. b)Assignment. You may not assign or otherwise transfer Products or any of your rights and obligations specified herein without our prior written approval. Subject to the foregoing, these terms and conditions will be binding upon, and inure to the benefit of us, you and our and your respective successors and permitted assigns. c)Jurisdiction. Your purchase of Product and these terms and conditions shall be governed by, construed, and enforced in accordance with the laws of the State of Texas without regard to its conflicts of laws provisions. Any controversy or claim arising out of or relating to this agreement, or the breach thereof, shall be settled by arbitration administered by the American Arbitration Association under its Commercial Arbitration Rules, and judgment on the award rendered by the arbitrator(s) may be entered in any court having jurisdiction thereof. Such Arbitration shall take place only in Collin or Dallas Counties, State of Texas. There is no recourse beyond the Binding Arbitration mentioned herein and that no civil litigation or action will be brought by either party as a direct result of your purchase or use of Product or these terms and conditions. The non-prevailing party (as exclusively determined by the arbitrator) shall pay all of the prevailing party’s arbitration fees, attorneys’ fees, costs (including costs of investigation), expert witness fees, and all other related expenses of every kind and nature whatsoever. Notwithstanding the foregoing, we may seek any equitable or injunctive relief in a court having proper jurisdiction to protect our rights under these terms and conditions or to protect any of our proprietary interest or goodwill. d)Severability. In the event that any provision of these terms and conditions is held by a court of competent jurisdiction to be unenforceable because it is invalid or in conflict with any law or any relevant jurisdiction, the validity of the remaining provisions shall not be affected, and the rights and obligations of the parties shall be construed and enforced as if these terms and conditions did not contain the particular provisions held to be unenforceable. 65 66 May 30, 2024 Deputy Graham: I know you have been in touch with Branch Manager, Josh Bennett regarding the $1 ,000 grant we are awarding to the Oakland County Sher iff's Office for the purchase of safety equipment for search and rescue efforts. The grant was approved to provide equipment to the SSRT. We are excited to be able to provide you with the $1 ,000. We are so grateful for the work that you do to serve and protect the communities you serve . Please let us know of future needs . Ma rgie Bald w in , Ed.D. Business Deve lop ment & Comm uni ty Relations Mana ge r Michig a n Sch ools a nd Government Credit Union 4 555 Investment Drive Troy, Ml 48098 P: (586) 263-8800 , ext. 347 MSGCU MISSION: "W E ARE A CARING ORGANIZATION DEDICATED TO PROMOTING FINANCIA L SUCCESS FOR OUR MEMBERS." THE FINANCIAL Bo"fflJ; ·yop ; • WORK PLACES 2023 11 l/ear5- Wednesday, June 26, 2024 Lt. Brian Burwell 1200 N. Telegraph, 57W Pontiac, MI 48341 Dear Lt. Burwell- On behalf of Mike Peterson, a Franchisee of Hungry Howies Pizza, Ken Vlahadamis, a Franchisee of Leo’s Coney Island Fenton, Clarkston and Grand Blanc, Dale “BOOMER” Ulman, owner of the Shark’s Club and Overtime, and Jim Christopher, Franchisee of Leo’s Coney Island White Lake, we would like to present you with a collective donation of a brand new, Haulmark trailer. In addition to the cash donation, Viers has given us a very generous Law Enforcement discount. The value of this trailer is $8,500.00 and comes with a full manufacturer’s warranty. We hope that this trailer will help you to continue building your incredible response equipment, to help rescues happen more quickly and efficiently. Thank you, Lt. Burwell, for your tireless dedication to the Oakland County Sheriff’s Office and to those in the community whose lives you have touched. Oakland County is much safer because of you, and the team of incredibly qualified people you have on it. Thank you for all that you do. Sincerely Leanne Christopher Cc: M Peterson, K Vlahadamis, Boomer, J Christopher 67 68 THIN BLUE LINE\ u SA July 2, 2024 Sheriff Michael Bou cha rd Oakland County Sheriff's Office 1200 N Telegraph Roa d Bu il ding 38E Pon tia c, M ichigan 4834 1 Dear Sheriff M ichae l Bouchard , We sen d our condolences to th e fam ily of D eputy Sheriff Bradley J . Reckling and to the Oak land County Sheriff's Office Comm unity. Please find enclosed a donation of Thin Blue Line EOW, Memorial Brace lets tha t may be worn in sol idarity to honor our fa llen hero, Deputy Sheriff Brad ley J . Reck li ng. Included as we ll is a donation of 100 Thin Blue Line Decals. May Deputy Sher iff Brad l ey J. Rec kling's se rvice and sacrifice never be forgotten. Sincerely, Andrew Jacob Presi d ent Th in Bl ue Li ne USA www.thinblue l ineusa.com . . ... . . . • • ♦ • • • • • • + • • • • + • • . . .. . . . . . . . . . 46986 Liberty Drive/ Wixom, Ml/ 48393 ThinB/ueLineUSA.com / (248) 415-5537 www.TheCrosshairsFoundation.org Est. 2011 A 501 (c) 3 organization 45-2202105 8-6-2024 To: Oakland County Sheriff’s Office Via: Sgt D. Roddy From: Joe Miller – President / Co-Founder Re: K9 Kennel Donation To whom it may concern: This letter to inform you that The Crosshairs Foundation is donating a full canine containment kennel for a 2023-2024 Chevy Silverado Crew Cab 1500. The value of this kennel is $3,724. This donation is made to support the patrol K-9 deputies of your department and there has not been anything promised in return for this donation. Please accept our donation to assist with the good work of the Oakland County Sheriff Office. If you have any questions, please feel free to contact me at 248-379-8327. Sincerely, Joe Miller President / Co-founder The Crosshairs Foundation www.thecrosshairsfoundation.org 69 Foun ation Memo TO:Sheriff’s Search & Rescue Team (SSRT) Training FROM:LT. B. Burwell RE:Monthly SSRT Rescue Group Training DATE/TIME: Wednesday, July 10, 2024 / 1500 - 2300 LOCATION: TSG 57W Training Agenda: •Handling Elevator Emergencies •Elevator Rescue Operations NAME BADGE LOCATION SHIFT LT. BRIAN BURWELL 130 TSG - MARINE DAYS DEP. SCOTT BRILL 2469 COMMERCE TWP. NOONS DEP. JUSTIN WIEGAND 1896 ROCHESTER HILLS NOONS DEP. ROBERT TRUCHAN 1744 TSG – Marine Days DEP. MICHAEL BLASZCZAK 24 TSG – MARINE DAYS DEP. GREG MIDDLETON 1950 TSG – MARINE DAYS DEP. ANGELA BYASSEE-ENGEL 567 IFS - FOC DAYS DEP. JOSHUA MOYSES 1341 PARKS UNIT NOONS Dep. TYLER GAROFALO 2647 ROCHESTER HILLS NOONS DEP. LOGAN LYNCH 2740 COMMERCE TOWNSHIP NOONS DEP. JORDAN SMITH 2746 TRAFFIC DAYS DEP. CONNOR CORBIN 2825 HIGHLAND TOWNSHIP MIDS DEP. CHARLES LIGGETT 393 INDEPENDENCE TOWNSHIP DAYS DEP. DAVID PACHMAYER 2284 ROCHESTER HILLS MIDS DEP. HARVEY WILSON 951 INDEPENDENCE TOWNSHIP DAYS Dep. DAVID WALKER 339 TRAFFIC UNIT NOONS DEP. JAKE SUSZKO 2201 CRASH RECONSTRUCTION DAYS DEP. ALEX ZAWINSKY 3399 TSG - MARINE DAYS DEP. JOHN GRAHAM 3396 TSG - MARINE DAYS DEP. RYAN COHEE 1094 RESERVE UNIT / ECOD DAYS 70 From:Burwell, Brian R To:Piir, Gaia V Cc:West, Katie Subject:FW: Landmaster UTV for Oakland County Sheriff Date:Thursday, August 8, 2024 10:57:34 AM FYI… Respectfully, From: Burwell, Brian R <burwellb@oakgov.com> Sent: Thursday, August 8, 2024 10:57 AM To: Erlenbeck, Robert Carl <erlenbeckr@oakgov.com> Subject: FW: Landmaster UTV for Oakland County Sheriff Rob, If possible, could we please have this covered with insurance for the Sheriff to use during Dream Cruise. Respectfully, 71 Lieutenant Brian Burwell upport roup -pecialized Unit . atrol .. rvi Di ·i j. ,n 1200 . Te egrapb Rd .. , B]d. . ":> 7W I Pontia .• 1U 4834 ] Oflfoe: 248 ,-858-1664 1 fax : 248-58-4965 Email: burwellb oak ov.com Web : ww _,oakland .h riffxom Oalfland county Sheriff·s Office OFl'IC~L S ClJ 11'Y NOilCE ; 1h11 !•m<1ol /1rJ{lud 111! "mic/J1111f'ltl/ Jr C"1'Trni I.Jy r1"' Uc.:rlQfl[f Qtn:11m1~Ar.iom l'rl-,.. /let ,a tl.S.C. s«. )511HSJ I. /$ connd\?tu.!al arid m,ty ~ llrl'X'Ial. pmflfitti,t'f o, r~ ft'lln~ ~ iitlorll:lllrll)rl it~ fr,, ,1;., IJ.!t' o! !he 6/ldrt!:Uff ~ al:i!M-, lft"OU orl! INN" In!!' lltlffitkd ~ '1111)1 d,lrdo~wr. c-opyli19,, d11mDIJ'll'Q fN !Nnlff 11n-oflt>P "1n mtr of thb mflli'tll®t:MJ i'r 1rrlaly prDlll!),-t!'d. No ~ ,\;l~iy orpri~ k wd!•t-d Ot ilfri-1 by a~ mn~oW'oo. I J,ll)t:, ~ th~ m~ In c,rOI, p(e'<l~e, "1l'1l 'JbJt/y do?!gl!! 11 mid a <~ Qf ,r f,om :,-ou1 iysrmi. ~tm, '"'Y haui copkf ol, al?d noo >' rl1ol! ~,itkf. You mu11 nor, di mfy 0< /rn1,r«r>, . .rn. dl1~dlsr,lb<Jr~.prin~ott'(lj'Jy""Ypdltq/11,i,m~Jfyooartnllrr.llrlt1rrndfdr«!pifflt. rfyoooow>rr 111rd1tJ/,E'-mal1fnrm,,,ptc,,i,e- nori!y111 byl'MITn E-m<t!J anaMkr~ 1/1,sm~ ll>IMk you, CAUTION: This message is from a sender outside of the Oakland County organization. Do not click links or open attachments unless you recognize the sender and know the content is safe. From: Greg Bushey <greg@greatlakessegway.com> Sent: Wednesday, August 7, 2024 6:08 PM To: Burwell, Brian R <burwellb@oakgov.com> Subject: Landmaster UTV for Oakland County Sheriff Brian, We will be donating a Landmaster Side by Side AMP valued at $22,000 to Oakland County Sheriff Department to help support the community during the Woodward Dream Cruise. We will be donating it at no charge for the time period of August 9th thru August 18th. While we are allowing for the usage of the Side by Side AMP at no charge, the typical rental cost would be $250 per day as a standard rental rate. (Totaling $2250) The vehicle will not be in operational use the entire time, but that time period allows for the unit to be prepared and ready for department use. I will have a rental agreement / waiver for you too. I will see you or your team on Friday for pick up and we can coordinate other details shortly. Thank you, Greg Bushey National Sales Manager RIDESMITH 72 I Lieutenant Brian Burwell T chnical Support • roup -. pecialized Uni Pa:tr~l rvi Di faion 1200 . Telegraph Rd ... B]d . 57W I Pontiac. Ml 4t 34 ] Offic ,e: 248 -858 -] 664 1 ax : 248-58-496 · Email: hurweUb oakgo · .com W eb : \.vww.oakland h r iff.c m Oahlan ,d county Sheriff·s Office OFl'ICIA S£ClJ IJY NOTICE ; 1h11 E•m<Jol l1r>d<Jif1~ <1tr«1>1111!"]t1) Jr ,~IN lly r.fico .EJ • IIO!lff Com1m11ik,:ir.iom /'11""1()' /let ,a ti.S.C. SK. ism-151 I. ~ connd\,nr.ia,i arid m4y ~ arfX'ia/, p«Jprier."" o, r~ /tfl~ 11'1<! bllorlllllr/Qrl ~ lo/~ fr,,: 111 .. i,~ or 1/le INMreu~ ~ ,:it,oo,,r, /lygu 0111 l'llll thr llflmdro r«lp/m til'!I)' d/ldi>swr. C-OJl)'lilSI, d11cr,blm't:!r1, 01 Olhtr IIR' ofll>P "111 mrr of tlw1 lflfllfYIIQt!CMJ 1rrlal), prohlt,iti;'d. No~ •!l~iyo,-pri•~ ij wdl•od t'l/ l<t!-1 U!J d~ mi,~,wi:.,. I j'OU ~ lt,iJ m~ In c,,Qt, ~Je, """11/'1JJbJ't/y dl!!gl!! 11 mid GIi c~ of ,r f,rpm :,-0,;1 l)'l'lm'I. rk5tffYf ""Y hard COfMS o1, • and noof,r rile ~fldff. You mu11 nor, di i!'Clfy0< lrn1,r«rly. Utt, dii~dlJr11.burt.prm~otrqpy.,.,,ypmtq/11,J,m~J(yooDJfllMtht-lnrrhl1fdlf(/piffi!. rfyoubnw,•,r 11/T'dlhftE'•malT/nrr-.~< noriJy11.1 by1Mrrn f:.-m.t/J rJN1~r~ 1/1,sn,~ 11>mill you. Great Lakes & Central Florida Segway, Landmaster, EZ Raider, Pedego 1624 West West Maple Walled Lake MI 48390 Main: 248-896-2600 Mobile: 248-982-4766 greatlakessegway.com pedegoelectricbikes.com/dealers/walled-lake/ Segway Authorized Dealer Pedego Electric Bike Authorized Dealer Segway Level 3 Certified Repair Center 73 CAUTION: This message is from a sender outside of the Oakland County organization. Do not click links or open attachments unless you recognize the sender and know the content is safe. From:Burwell, Brian R To:Piir, Gaia V; West, Katie Cc:Erlenbeck, Robert Carl Subject:FW: 2022 Hummer EV Date:Friday, August 9, 2024 2:29:27 PM FYI… Respectfully, From: Kimberly Martin <kmartin@lafontaine.com> Sent: Thursday, August 8, 2024 6:15 PM To: Burwell, Brian R <burwellb@oakgov.com> Subject: 2022 Hummer EV To whom it may concern: We at Lafontaine Cadillac Buick GMC Of Highland at 4000 W. Highland Rd, Highland, MI 48357 are donating the use of a 2022 GMC Hummer EV pickup (VIN 1GT40FDA1NU100213). This loaner vehicle donation is for use in the 2024 Woodward Dream Cruise, between August 12 – August 20, 2024, to promote the Oakland County Sheriff Department as well as recognizing Lafontaine for donating the use. This vehicle has a retail value of $84,450 and a replacement value of $84,450 also. The value of the rental donation is $449 per day based on comparable pricing from turo.com. 74 I Lieutenant Brian Burwell t1ppo11 Group -. p cialized Unit rvic Di 'ision . Telegraph Rd ... B]d ._. 57W I Pontiac. Ml 4834] Offic ,e: 248 ,-858-] 664 1 fax : 248-58-496 , . mai l: burweUb oakgo • .com W h: vilv.1w .oakland~ h r iff.c m Oahlan,d county Sheriff·s Office OFl'ICIA L s cu '" NO'TICIE ; l'hl1 !•m<11l /,~di~ <1tr«/J1?1"'1II/ Jr (.tVfl~ by rIM-a rlO!lff CM:irnll'lic<>r.iorn; l'r.l"IJQ' kt 18 u.s.c. s«. )Slfi-1SJ I, ii corul<!!IU_.,., and may~ arl'Jcral, p<Of)fit:r"'"1 o, ~ pfii,i~ ll'M! .rtt10r11:11111Q11 [j ~ frx 111 .. ~ ol Woddr!H<t<' .il<li'll<!'d a!;,cmo, iltoU ore IIIOl t/111' lnrmtkd ~ ""JI d;lrdruwr. copy~ d•ltl'lbll'I/QI\ IN o.tllff 11u-ofl'1 "1/lltnrr of rlw1 lflfamlQ'IIOII tr strlaft pro/1/~ic,...t 1,'0 i'(Nl,~11il,l~l)"wi;ll"i~ ;, wal•M t>t lwr biJ ariy mi,(lll>ill$m~ If !IO"~"'"' m~ In c,r-c,,. ~~ ~,:,!"mJ"'-t delttet 11 mill o c~ of ,r from )'OuJ l)'S rmi. dM.ttll'J lilYIJI hard ro~ al, ai'!iii noof)' rlii! R"fldeI. roi, mu1i no r, di,miyo, mdir«rlr, ur,r. di~~dli:rrib<ir~.prmr,c;rl,lJIY""fpdt!o/1/Ji m~J(you~nMr,,../,,rm,Jfd~t. rlyou"""'" 1111"111hf•f-mallfnrr,cior.~1~ oor;Jy111 by mum f -mtt/1 rma~r~ 1/111111~ Trlmlk J/00, This vehicle must be insured during the loaner time by Oakland County/Sheriff Department and we will provide a rental agreement showing balance due as $0. Please feel free to reach out to me with any thoughts, questions or additional needs. Kim Martin Lafontaine Automotive Group General Motors Brand Commercial & Municipal Fleet Manager Kmartin@lafontaine.com Office: 248-714-1071 Cell: 517-795-9834 Our Mission: Build lifelong relationships that connect families, strengthen communities and personalize the automotive experience! 75 Month Amount July 2024 Total $4,827.25 August 2024 Total $8,431.77 September 2024 $9,237.08 Q4 FY 2024 Totals $22,496.10 OAKLAND COUNTY ANIMAL CONTROL AND PET ADOPTION CENTER RESTRICTED FUND (LEGACY) DONATIONS FY 2024 4TH QUARTER (July-Sept) 76 Department of Public Services Oakland County Children's Village Date:Donor:Cash/Check:Items:Estimated Value: 7/1/2024 Sweet Dreams for Kids 20 Pillow Cases $300.00 7/1/2024 Maria Gialdi Suitcase $50.00 7/3/2024 C. Hanna $25.00 Birthday Drive Donation $25.00 7/5/2024 S. Voyles $25.00 $25.00 7/18/2024 St. Mary's of The Hills $20.00 Birthday Drive Donation $75.00 7/26/2024 Waterford Senior Center Knitting Yarn $200.00 7/30/2024 K. Hallman Men's Shorts $25.00 8/2/2024 Anonymous Pillow Cases - LuLu Lemon Bags $375.00 8/5/2024 St. Mary's of The Hills Birthday Drive $4,000.00 8/8/2024 S. Voyles $25.00 $25.00 8/13/2024 OCCVF Funfest $3,850.09 8/14/2024 Vibe Credit Union Ice Cream $690.00 8/15/2024 American Interiors Birthday Drive $250.00 8/20/2024 D. Malik 20 Pillow Cases $300.00 9/1/2024 D. Malik 20 Pillow Cases $300.00 9/4/2024 Anonymous Pillow Cases - LuLu Lemon Bags $402.00 9/9/2024 Anonymous Suitcases $10.00 9/9/2024 A Little Quilt Shop Clothing, tote Bags, Books $60.00 9/25/2024 Rossilli $30.00 $30.00 9/27/2024 S. Voyles $25.00 $25.00 Total:$11,017.09 Donation Tracking : Donation Period July 2024 to September 2024 C:\Users\strongl\Downloads\4th Qrt Donation Tracking FY2024 77 MONTH CONTRACT ADJUST WRITEOFF BAD DEBT WRITEOFF TOTAL AR July 2024 (2,158.72)(10,092.25)(12,250.97) August 2024 (2,070.67)(54,140.56)(68,462.20) September 2024 (1,669.28)(40.30)(70,171.78) Totals (5,898.67)(64,273.11)(150,884.95) Department Health and Human Services FY 2024 Year End Write-Offs (July- Sept) 78 EAO - ACCESS OAKLAND PAST DUE INACTIVE ACCOUNTS WITHOUT VALID CONTACT INFORMATION CUSTOMER ID ACCOUNT NAME BALANCE LAST INVOICE LAST PAYMENT DEACTIVATED CU001739 SCHMIDT APPRAISAL SERVICE LLC 117.00$ 12/31/2022 4/28/2021 1/11/2023 CU001909 TITLE EXPRESS 1,000.00$ 7/31/2020 12/13/2019 9/1/2021 Total Writeoff 1,117.00$ WRITE OFF REQUESTED YEAR END 2024 INFORMATION TECHNOLOGY 79 I I I I I I I I I I I I