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POL Government Elected Officials Commissioner Amanda Fritz What Happened?
City Budget Office proposed Ordinance

ORDINANCE No.

 

Establish independent City Budget Office (Ordinance; amend Code Sections 3.15.010 and 3.15.040; add Chapter 3.16).

 

The City of Portland ordains:

 

Section 1. The Council finds:

1.                  The City of Portland has a nationally recognized tradition of excellence in financial planning, forecasting, and budgeting.

2.                  In 2001 Council consolidated the City’s internal service bureaus in the Office of Management and Finance.  Since then, financial planning, forecasting, and budgeting services have been provided by the Financial Planning Division within the Bureau of Financial Services in the Office of Management and Finance.

3.                  Research has shown that budget functions are generally located in one of four locations, depending on the size and form of government, along with the functions given to the budget staff: 

a.                   Under a strong mayor system, budget functions are most often located within the mayor’s office.

b.                  Under a city manager system, budget functions are most often located under direct control of the city manager.

c.                   In smaller municipalities, budget functions are generally a function of financial staff within a finance department, with a focus on financial accountability.

d.                  Many large municipalities have independent budget offices to better serve the purpose of program evaluation and responsiveness.

4.                  Some government entities have two budget offices, one for the legislative body, and one for the executive body.  These are most common where there is a large legislative body and a strong executive.  With the dual role of Commissioners as legislative and executive leaders this system would be inefficient and costly.

5.                  With Portland’s unique commission form of government, each City Commissioner has executive level management responsibilities as well as legislative responsibilities, which mandates the need for direct unfiltered communication with financial planning staff throughout the year, which would be provided by an independent budget office.

6.                  The Office of Management and Finance has an operating budget of $451 million in the Fiscal Year 2012-13 Adopted Budget. One of the essential functions of the Financial Planning Division is to examine and make recommendations concerning the budgets of the other bureaus and divisions in the Office of Management and Finance (OMF).

7.                  In order to eliminate the possibility or appearance that the Financial Planning Division might not give the same thorough, impartial and critical examination of OMF’s budgets as it does to the budgets of other City bureaus, it is in the public interest to establish financial planning, forecasting, and budgeting functions in a separate City bureau, independent of any other City bureau.

8.                  Under the Charter, the Commissioner in Charge has the authority to hire the heads of offices and bureaus.  Nonetheless, to protect the independence of the City Budget Office, the City Budget Director should be subject to removal only by a majority vote of the Council, and every Council member should have access to the information, advice, books and records of the City Budget Office.

NOW, THEREFORE, the Council directs:

 

a.                   A new City bureau shall be created known as the City Budget Office, and shall be under the supervision of a City Budget Director. The responsibility for administering grants shall remain with the Bureau of Financial Services

b.                  Portland City Code Sections 3.15.010 Organization and 3.15.040 Bureau of Financial Services are amended, and add Chapter 3.16 City Budget Office as set out in Exhibit A to this Ordinance.

c.                   The position of City Budget Director is hereby created. This position will manage the City Budget Office. The current Financial Planning Manager is appointed as the City Budget Director and immediately assumes management of the City Budget Office.

d.                  The Financial Planning Division of the Bureau of Financial Services shall perform the functions provided by the City Budget Office until the City Budget Office is operational and new classifications are developed at which time the Financial Planning Division will be dissolved.

e.                   The City Budget Office will include three utility budget and rate expert positions, to be funded through the Bureau of Environmental Services, the Portland Water Bureau, and the Solid Waste Management Fund, who will annually provide City Council with an independent review of utility rates and operations.

f.                    The City Budget Director will report back to Council no later than 30 days after the date of passage of this ordinance with an implementation plan that includes an organizational chart, staffing analysis, space plan options for Council consideration, and a timetable for full implementation of the new office. The City Budget Director will return to Council for authorization if additional time is needed.

g.                   The Office of Management and Finance is directed to take administrative actions necessary to assist with implementation of the new City Budget Office effective immediately, including:

1.            Transfer of appropriate budget and positions as part of the Fall Budget Monitoring Process to the new Bureau, including budget for a City Budget Director position;

2.            Establishment of a new City Budget Director classification at a rate and grade determined by the Bureau of Human Resources;

3.            Establishment of new classifications of City Budget and Policy Analysts at rates and grades determined by the Bureau of Human Resources;

4.            Establishment of a new classification of utility budget and rate expert at a rate and grade determined by the Bureau of Human Resources;

5.            Allocation of sufficient one-time monies in the Fall BMP to assist with the organizational transition; and

6.            Review and analysis of space options that are available or could become available in the Portland Building or City Hall.

Passed by the Council:

 

Commissioner:     Amanda Fritz

Prepared by:        Harry Auerbach; Tim Crail

Date Prepared:    October 17, 2012

LaVonne Griffin-Valade

Auditor of the City ofPortland

By

 

                                    Deputy


Table of Contents
One Key Question Press Release
One Key Question Resolution
Vending Carts Regulations brochure (pdf)
2013 Span of Control Report (pdf)
Captioned video of Council hearing on Blood Donations and HIV precautions, September 2013
DHM Oregon Opinion Poll 2013
Department of Justice Settlement Agreement
Resolution on Zoning Confirmation Letter, Oct 2, 2013
Right to Dream Too Zoning Confirmation Letter, for Oct 2 hearing
Street Musicians Agreement FAQs
Street Musicians Agreement (pdf)
Occupancy/rental taxes on hotels, rental vehicles, etc.
Adopted Protected Sick Time Ordinance 3/13/13
Adopted Protected Sick Leave Code
Metro Fact Sheet on the proposed Oregon Convention Center Hotel
Statement on proposed Public Utility District, 7/18/13 (pdf)
Comments on Parks and Development Services, one month into my assignment
Corrected Comments at the vote on the 2013 - 14 Budget
Comments at the vote on the 2013 - 14 Budget
Ordinance creating the Office of Equity and Human Rights, 09/21/10
Job Posting 3/15/13, Administrative Assistant/Constituent Services Specialist
Adopted Protected Sick Leave Code 3/13/13
Helen Moss OpEd in the Oregonian on why Sick Leave is needed now
Task Force Issues Summary
Protected Sick Time Code proposal 2-28-13 (clean version)
Protected Sick Time proposal 2-28-13 showing changes since 1-18-13
Sick Leave Task Force Meeting 3 Notes
Sick Leave Task Force Meeting 2 Notes
Agenda, Earned Sick Leave Task Force Meeting 2
Sick Leave Task Force Meeting 1 Notes
Earned Sick Leave Task Force members
Memo to Venture Portland members on Earned Sick Leave (pdf)
PSU Economists' Analysis of Earned Sick Leave costs and benefits (pdf)
Proposed Sick Leave Code
Proposed Sick Leave Ordinance
NW Parking: Phased Implementation (Exhibit C)
NW Parking: Amended TMA Structure (Exhibit B)
NW Parking: Additional Amendments to Map Boundary
NW Parking: Amended Resolution
Adopted Principles for Budget Advisory Committees
Public Involvement Advisory Council
City Budget Office proposed Code changes
City Budget Office proposed Ordinance
3-1-1 Resolution passed 10/10/12
Link to article commenting on Harvard fluoride study
Substitute Resolution on Coal Trains, 9/19/12
Statement of Intent for improvements in Portland Police Bureau policies and practices, and the City's care for people experiencing mental illnesses, 9/13/12 (pdf)
US Department of Justice Findings in Investigation of Portland Police Bureau, 9/13/12 (pdf)
Comments at the Fluoridation vote, 9/12/12
Open Reservoir Work Session Follow-Up Storage Volumes
Open Reservoir Work Session Follow-Up 08-27-12
DRAFT Summary of current City payments of County services
Library District Budget Impacts
Office of Equity and Human Rights Powerpoint Presentation
Office of Equity and Human Rights One Year Work Plan
Letter to the OLCC from Nine Portland-Area State Legislators
2012 Spirit of Portland Awards Nomination Form
Ordinance Related to Licensing Exterior Areas
OLCC Exterior Areas Petition Document
West Portland Crossroads Report by Patty Lee
Council presentation on Portland Harbor from March 28, 2012
Final State Legislature Summary, 3/7/12
Sidewalks Data
PBA Letter on Downtown Marketing Initiative funding, 2/12
State Legislative Update 2/17/12
Team statistics for the 2009 calendar year
State Legislative Update
Final Resolution on Corporate Personhood
Speech from Oregon Poet Laureate Paulann Petersen
Cox v. New Hampshire 1941 U.S. Supreme Court decision
Letter from CFO Rich Goward Regarding City Investment of Funds
Office of Equity and Human Rights Seeks Director
Report from the 1st International Conference on Age-Friendly Cities, Dublin, Ireland September 28-30, 2011
Letter to the Postmaster General
Office of Equity and Human Rights
Response to NECN regarding Last Thursday, 7/28/11
Safer PDX Report Powerpoint
Mid-project Presentation to Council, Safer PDX
Proposed Office of Equity Work Plan, 8/17 Public Review Draft
Proposed draft Equity Office creation ordinance, 8/17 public review draft
Garbage Rates and Options, October 2011
East Portland Expo Program 2011 (pdf)
State Legislative Update 6/30/11
Technology Oversight Committee Application information (pdf)
State Legislative Update 6/24/11
State Legislative Update 6/19/11
State Legislative Update 6/10/11
State Legislative Update 5/28/11
Reports on Equity/Disparities
State Legislative Update 4/29/11
BOEC (9-1-1 Center) 2011-12 Budget Advisory Committee presentation
Equity Office Concept - DRAFT 3/22/11
Equity Office Concept - DRAFT 3/22/11
3/3/11 Update on siting of Wireless Antennas in neighborhoods
Video of Portland Broadband Strategic Plan kickoff session
Biographies of 2011 Charter Commission members
Mayor Adams's response on Human Trafficking statistics and the real problem we face
2011 Charter Commission process Q & A
Appointees to the 2011 City Charter Commission
2011 Charter Commission Appointment Resolution
Sidewalk Management Citations Data, June - August 2010
Resolution on Broadband Strategic Plan, 9/22/10
Summary of Proposed Portland Alcohol Impact Area
OLCC information on Alcohol Impact Areas
National Women's Health Week Project Report
Sidewalk Management Plan updates
Planning for SW Parks
Comments on West Hayden Island Resolution 7/29/10
Amanda's Amendments on West Hayden Island Resolution 7/29/10
Public Safety bond referral
Process for review of Cellular facilities in neighborhoods
Schools/Parks Amendments 4/28/10
Memo to Council on Schools/Parks Code project
City report on 2010 Oregon Legislative session
Central City Concern - spending taxpayers' money wisely
Report on Central City Concern's program effectiveness
Tree removal and construction on I-5 in SW
2010 Regional Graffiti All-Stars
Tibet Proclamation
Neighborhoods in the News, Summer/Fall 2009
Dirty Duck Demolition Permit remarks
Human Rights Commission statement on Aaron Campbell shooting
Questions and Comments on Bull Run Land Exchange and new Bull Run Code
US Postal Service letter on schedule for changing address from 39th Avenue to Cesar E Chavez Boulevard
Water Bureau Fulton/Willamette Park Pump Station
Independent Police Review Dec 2009 Quarterly report
Status of the Columbia River Crossing Bridge
Willamette Week article on Riverfest 2009
Potential Health Impacts of Wireless Facilities
Report on Prostitution Advisory Committee on 82nd Avenue (pdf)
Winter shelters information
Sharing Public Spaces Report
Visit with Gateway Area Business Association
Comments on Bull Run water treatment options, 7/27/09
Community Discussion on Sharing Public Spaces, 7/21/09
Community Discussion on Sharing Public Spaces, 7/18/09
Comments on Proposed Stadium in Lents Park
Statement of Concerns on Major League Soccer
Hayden Island Plan
My first 100 days
Report on the Office of Healthy Working Rivers
City Auditor Report on the City Government's Financial Condition
Office of Healthy Working Rivers organizational meetings
The Great Soccer Debate
"Made In Oregon" sign
Progress on defeating Graffiti
Radon Awareness Month