FY 2008-09 ANNUAL BUDGET
Binding City Policy
Link to Attachment 1 (PDF Document, 32 kb)
Link to Attachment 2 (PDF Document, 40 kb)
Section 1. The Council finds:
1. The Multnomah County Tax Supervising and Conservation Commission (TSCC) held its public hearing on the City's FY 2008-09 Approved Budget on June 25, 2008 and certified the budget and approved tax levies.
2. The FY 2008-09 Adopted Budget document will provide specific position and expenditure authorization and revenue detail for all City bureaus and funds.
3. It is advisable to update the estimates of resources and requirements contained in the Approved Budget prior to final adoption, as allowed under Oregon Revised Statutes.
4. The significant changes to be incorporated in the Adopted Budget include:
a. Reducing the Bureau of Housing and Community Development's HOME Fund budget by $184,884 based upon the final federal budget
b. Reducing the Bureau of Housing and Community Development's Housing and Community Development Fund budget by $153,085 for the CDBG entitlement based upon the final federal budget
c. Transferring $422,000 ongoing and $1,765,000 one-time to the Commissioner of Public Affairs' budget from General Fund Special Appropriations to fund the One-Stop Domestic Violence Center
d. Reducing the Office of Government Relations' budget by $75,289 as a result of returning the International Relations position to the Mayor's Office
e. Converting $28,000 of funding for the Office of Human Relations' external materials and services budget from one-time to ongoing
f. Reducing the contingency in OMF-Facilities Services' Parking Facilities Fund to increase janitorial and security services to the SmartPark Garages ($164,000) and review the parking validation program ($250,000)
g. Increasing the Mayor's Office's budget by $71,489 one-time to restore the International Relations position as limited term
h. Increasing the Office of Neighborhood Involvement's budget by $75,000 one-time to fund the Mayor's Youth Violence Prevention grants
i. Increasing the Office of Transportation's budget by $434,784 one-time for several purposes: to evaluate traffic and safety conditions in the N/NE Killingsworth corridor ($75,000 from the General Fund), to extend a limited term position in the Keep Portland Moving program, to add back road rehabilitation projects reduced in the Approved Budget and to add a vehicle
j. Increasing Portland Fire & Rescue's budget by $503,022 ongoing to restore one rescue unit cut in the Approved Budget
k. Converting $94,000 of Portland Parks & Recreation's one-time General Fund resources to ongoing to restore ongoing funds for levy replacement
l. Increasing the budget of the Water Bureau's Water Construction Fund by $2 million to budget funding for the City Emergency Coordination Center expansion, with a corresponding reduction in the Interstate Maintenance Facility Rehab project and Equipment Purchases budgets
NOW, THEREFORE, the Council directs:
a. The FY 2008-09 budget for the City is hereby adopted in the total amount of $3,263,642,174.
b. In accordance with the FY 2008-09 budget adopted in Section 1.a. of this ordinance and ORS 294.435, expenditure amounts are hereby appropriated for the fiscal year beginning July 1, 2008 from the funds and for the purposes listed in Attachment 1, Appropriation Schedule - FY 2008-09 (Volume One, Table 2 in the budget document). This schedule of appropriations incorporates the changes referenced in Section 1.4 of this ordinance.
c. The Mayor and the Auditor are hereby authorized to draw warrants on the appropriations made in Section 1.b of this ordinance as provided in Section 2-105 of the City Charter.
d. The number of authorized positions is hereby limited to the number of such positions listed for each fund and bureau in the FY 2008-09 Adopted Budget unless otherwise authorized by Council. The Mayor, the Commissioners, and the Auditor, within their respective jurisdictions, are authorized to fill vacant positions in accordance with the Bureau of Human Resources' administrative rules unless otherwise directed by Council. Salaries for each appointee shall be set in accordance with the City Compensation Plan unless otherwise directed by Council.
e. Special expenditure limitations are hereby established as follows:
i. Expenditures may not exceed the amounts listed for the major object categories in the FY 2008-09 Adopted Budget (Volume One, Tables 2 and 3 in the budget document), as amended throughout the fiscal year by the appropriate authority. The major object categories include personal services, external materials and services, internal materials and services, capital outlay, contingency, interfund cash transfers, and debt retirement.
ii. Bureau directors may adjust their line item budgets as needed, subject to the following limitations:
(a) Major object category adjustments may not change the appropriation amounts shown in Attachment 1, Appropriation Schedule - FY 2008-09 (Volume One, Table 2 in the budget document) except with approval from Council as provided for in ORS 294.450, 294.326, or 294.455, or through the supplemental budget process provided for in ORS 294.455 and ORS 294.480.
(b) Major object category adjustments may only change the totals for the major object categories shown in Volume One, Table 3 in the budget document with written authorization from the Commissioner-in-Charge and subsequent reporting in the trimester budget monitoring reports that bureaus submit to the Office of Management and Finance.
iii. Any budget adjustment that changes an internal materials and services amount or an interfund transfer amount must be agreed to by both parties.
vi. Expenditures on federal and state grant projects are limited to those grants that have been accepted and approved by Council.
f. The Financial Planning Division of the Office of Management and Finance is directed to prepare a trimester report to Council regarding budgetary performance and fiscal status and is authorized to require City bureaus to submit such information as is necessary to prepare this report, including the status of budget notes included in the FY 2008-09 Adopted Budget.
g. The Financial Planning Division of the Office of Management and Finance will work with all bureaus to ensure that bureaus report results achieved with all add packages. This reporting may include adjustments to performance goals for existing performance measures, the creation of new performance measures, or simply narrative reporting of results in the FY 2008-09 budget monitoring reports and the FY 2009-10 Requested Budget. Financial Planning will include bureaus' performance results in budget monitoring and Requested Budget analyses.
h. The FY 2008-09 Adopted Budget will include the budget notes as presented in Attachment 2. Council directs bureaus to ensure proper attention is given to compliance with budget notes.
i. With the establishment of the Office of Human Relations as directed by Council, a new Appropriation Unit (AU) is to be created for it, and 305 is the designated AU number.
j. The actions adopting the annual budget of the City and establishing appropriations contained in this ordinance are binding City policy.
Section 2. The Council declares that an emergency exists because it is necessary to adopt the budget and establish appropriations without delay in order to provide authority to transact the financial affairs of the City for FY 2008-09; therefore, this ordinance shall be in full force and effect from and after July 1, 2008.
Emergency Ordinance No. 181984, passed by City Council June 26, 2008 and effective July 1, 2008.