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HomeMy WebLinkAboutResolutions - 2026.08.13 - 43132 AGENDA ITEM: Funding Appropriation for Milestone #2 and Milestone #3 of the Oakland County Student Debt Relief Initiative with SAVI Solutions Public Benefit Corporation DEPARTMENT: Board of Commissioners MEETING: Board of Commissioners DATE: Thursday, August 13, 2026 9:30 AM - Click to View Agenda ITEM SUMMARY SHEET COMMITTEE REPORT TO BOARD Resolution #2026-6854 Motion to authorize a one-time appropriation in the amount not-to-exceed $300,000 from the General Fund/General Purpose (GFGP) Unassigned Fund Balance to the Board of Commissioner Department – Professional Services account to support the milestone-based funding structure outlined in contract No. 011039, Milestone #2 and Milestone #3 with SAVI Solutions PBC; further, amend the FY 2026 – FY 2028 budget as detailed in the attached Schedule A. ITEM CATEGORY SPONSORED BY Contract Brendan Johnson INTRODUCTION AND BACKGROUND Oakland County launched the Student Debt Relief Initiative to address the financial burden of student loan debt among residents and County employees. The program provides personalized student loan repayment guidance, access to federal loan forgiveness opportunities, and financial education resources. The agreement between Oakland County and SAVI established a performance-based expansion model, allowing the program to scale based on demonstrated demand and measurable outcomes. The Board of Commissioners approved funding for Milestone #1 through the adoption of MR #2026- 6479. According to the latest data provided by SAVI, since the December 1, 2025, contract amendment, more than 5,000 new users have registered for the program in Oakland County — more than doubling participation from last year. Additional program outcomes are detailed in the attached Impact Report. This level of participation has satisfied the contractual requirements for two additional performance- based funding milestones, Milestones #2 and #3, each valued at $150,000. Consistent with the agreement, payment of these milestones is contingent upon approval by the Board of Commissioners. Financial Impact The total financial impact of this request is $300,000 for FY 2026. POLICY ANALYSIS FISCAL IMPACT: Budget Amendment Attached Committee members can contact Barbara Winter, Policy and Fiscal Analysis Supervisor at 248.821.3065 or winterb@oakgov.com or the department contact persons listed for additional information. CONTACT Michael Andrews, Chief of Staff ITEM REVIEW TRACKING Aaron Snover, Board of Commissioners Created/Initiated - 8/13/2026 AGENDA DEADLINE: 07/30/2026 4:30 PM ATTACHMENTS 1. BOC - 2026-6854 Funding for Student Debt Relief SAVI Milestone #2 & #3 - Schedule A 2. Oakland County June 2026 Report 3. Invoice_INV_4500_from_Savi_Solutions_PBC 4. Invoice_INV_4656_from_Savi_Solutions_PBC COMMITTEE TRACKING 2026-08-05 Legislative Affairs & Government Operations - Forward to Finance 2026-08-06 Finance - Recommend to Board 2026-08-13 Full Board - Adopt Motioned by: Commissioner Brendan Johnson Seconded by: Commissioner Penny Luebs Yes: Charles Cavell, Ann Erickson Gault, Marcia Gershenson, Brendan Johnson, Penny Luebs, Gwen Markham, William Miller III, Kristen Nelson, Angela Powell, Yolanda Smith Charles, Linnie Taylor, David Woodward (12) No: Robert Hoffman, Karen Joliat, Christine Long, Robert Smiley, Michael Spisz (5) Abstain: None (0) Absent: Michael Gingell, Philip Weipert (2) Passed Oakland County, Michigan Board of Commissioners - 2026-6854 Funding Appropriation for Milestone #2 and Milestone #3 of the Oakland County Student Debt Relief Initiative with SAVI Solutions Public Benefit Corporation Schedule "A" DETAIL 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 2026 Amendment FY 2027 Amendment FY 2028 Amendment R General Fund Non Departmental Operations FND10100 CCN9010101 RC665882 PRG196030 665882 Planned Use of Fund Balance $300,000.00 $-$- Total Revenues $300,000.00 $-$- E General Fund Board of Commissioners FND10100 CCN5010101 SC731458 PRG180010 730000 Professional Services $300,000.00 $-$- Total Expenditures $300,000.00 $-$- Premium Savi Users by Year 0 1000 2000 3000 4000 5000 6000 2024 2025 2026 748 2624 5705 Total Savi Engagement, # of Oakland Residents Served Education Content Savi Events 0 5000 10000 15000 20000 25000 2024 2025 2026 3160 14888 23069 O A K L A N D C O U N T Y P A R T N E R S H I P S a v i p r o j e c t s t h a t 2 0 -3 0 % o f O a k l a n d C o u n t y r e s i d e n t s m a y h a v e s t u d e n t l o a n s a n d a r e i n n e e d o f s u p p o r t . S i n c e o u r O c t o b e r 2 0 2 4 l a u n c h , w e ’v e i m p a c t e d o v e r 2 0 ,0 0 0 r e s i d e n t s t h r o u g h o u r e d u c a t i o n a l c o n t e n t a n d g u i d a n c e t o o l . J U N E 2 0 2 6SAVI I M P A C T R E P O R T // a v e r a g e s a v i n g s p e r y e a r f o r O a k l a n d r e s i d e n t s $1 ,6 9 1 .5 2 S A V I S A V I N G S $9 .6 m i l l i o n t o t a l p r o j e c t e d a n n u a l s a v i n g s f o r O a k l a n d r e s i d e n t s i n 2 0 2 6 $6 7 .8 m i l l i o n t o t a l O a k l a n d s t u d e n t l o a n d e b t s y n c e d t o S a v i 2 2 ,4 7 6 t o t a l O a k l a n d r e s i d e n t s w h o h a v e e n g a g e d w i t h S a v i v i a t h e i r a c c o u n t , o u r e d u c a t i o n a l c o n t e n t , r e s o u r c e s , a n d e v e n t s . U P C O M I N G E V E N T S A u g u s t A l l U s e r W e b i n a r - Y o u r Q u e s t i o n s A n s w e r e d : J o i n u s f o r a l i v e t o w n h a l l w h e r e w e 'l l t a c k l e i m p o r t a n t q u e s t i o n s b e i n g a s k e d b y o u r u s e r b a s e . T h i s e d u c a t i o n a l e v e n t w i l l s e r v e a s a g r e a t r e s o u r c e f o r k e e p i n g y o u r e m p l o y e e s a n d r e s i d e n t s u p d a t e d o n t h e l a t e s t s t u d e n t l o a n n e w s . W e b i n a r D a t e : W e d n e s d a y , A u g u s t 5 t h a t 4 :0 0 p m E T F E D E R A L S T U D E N T L O A N C H A N G E S N O W O F F I C I A L : O N E B I G B E A U T I F U L B I L L A C T I M P A C T S G R A D U AT E P L U S LOA N S W I L L B E E L I M I N AT E D F O R S T U D E N T LOA N B O R RO W E R S E F F E C T I V E 7 /1 /2 6 . N E W Y E A R LY A N D L I F E T I M E B O R ROW I N G L I M I T S : G R A D U AT E S T U D E N T S : $2 0 ,5 0 0 /Y E A R , $1 0 0 ,0 0 0 L I F E T I M E P RO F E S S I O N A L S T U D E N T S : $5 0 ,0 0 0 /Y E A R , $2 0 0 ,0 0 0 L I F E T I M E . PA R E N T P L U S : $2 0 ,0 0 0 /Y E A R , $6 5 ,0 0 0 L I F E T I M E (P E R D E P E N D E N T ). N E W F O R B E A RA N C E R U L E : CA P P E D AT 9 M O N T H S I N A N Y 2 4 M O N T H P E R I O D. Please ACH or Wire payment to: Savi Solutions PBC 1032 15th St NW , #282 W ashington, DC 20005 Bank of America Account num ber : 226007461565 Routing num ber : 054001204 (paper & electr onic) 026009593 (wir es) Page 1 of 1 Savi Solutions PBC 1032 15t h St NW, #282 W as hington, D C 20005 s avis olut ions @dis trict cpa.c om INVOICE BILL TO O akland County INVOICE INV- 4500 DATE 06/17/2026 TERMS Net 30 DUE DATE 07/17/2026 DESCRIPTION QTY RATE AMOUNT 2nd Milestone for reaching 3,000 total new users 1 150,000. 00 150,000.00 BALANCE DUE $150,000.00 Please ACH or Wire payment to: Savi Solutions PBC 1032 15th St NW , #282 W ashington, DC 20005 Bank of America Account num ber : 226007461565 Routing num ber : 054001204 (paper & electr onic) 026009593 (wir es) Page 1 of 1 Savi Solutions PBC 1032 15t h St NW, #282 W as hington, D C 20005 s avis olut ions @dis trict cpa.c om INVOICE BILL TO O akland County INVOICE INV- 4656 DATE 07/31/2026 TERMS Net 30 DUE DATE 08/30/2026 DESCRIPTION QTY RATE AMOUNT 3rd Installment Fee for reaching 4,000 total new users.1 150,000. 00 150,000.00 BALANCE DUE $150,000.00