City Budget Office

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Breadcrumb: 2 B&F › Budget-and-Finance---Vol-1 › Budget & Finance Service Area › City Budget Office

City Budget Office Budget & Finance Service Area City Budget Office Jonas Biery, DCA - Budget & Finance Ruth Levine, Budget Director City Budget Office 0.1% City Budget 99.9% Public Utility Board Support 6.1% Budget and Economics 93.9% Bureau Overview Requested Revised Total Change from Percent Requirements FY 2024-25 2025-26 Prior Year Change Operating $5,355,910 $4,844,758 $(511,152) (10)% Capital Total $5,355,910 $4,844,758 $(511,152) (10)% Authorized Positions 21.00 19.00 (2.00) (9.52)% 14 City of Portland, Oregon - FY 2025-26 Requested Budget

City Budget Office Budget & Finance Service Area 1 report Forecasting Economics and City Economist

Analysis 6 reports Budgeting and Deputy Director I

Director I Ruth Levine Citywide Manager I 3 reports Performance

Board Analyst III 1 report Portland Utility Administrative Specialist III City of Portland, Oregon - FY 2025-26 Requested Budget 15

City Budget Office Budget & Finance Service Area Bureau Mission The City Budget Office (CBO) provides timely, accurate, and unfiltered information and analysis regarding budgeting, forecasting, and fiscal policy issues to the Mayor, Commissioners, City Auditor, City bureaus, and the public. Bureau Overview The Budget Office is a highly motivated 21-person team committed to providing timely, accurate, and actionable information, analysis, and support in the fields of budgeting, forecasting, policy, and performance. Our primary function involves coordinating the development of the City’s annual and supplemental budgets, and we strategically pair this function with citywide performance management and support of the Portland Utility Board. Duties include leading the citywide budget development process each fiscal year, monitoring the high-level expenditure and revenue trends of all City funds throughout the fiscal year, coordinating budget amendments, analyzing City programs and policies, reviewing legislation for fiscal and policy impacts, and providing fiduciary oversight of the General Fund and Recreational Cannabis Tax Fund. In addition to providing analysis and recommendations to elected officials and the public, analysts are available to City bureaus for consultation, training, and technical assistance in matters related to budget, finance, performance measurement and management, and process improvement. Analysts conduct research in response to inquiries from elected officials, City leadership, the media, and the public. CBO strives to help the Mayor and City Council make decisions that preserve the long-term fiscal health of the City, and help bureaus further Council’s priorities by using City resources to efficiently, effectively, and equitably deliver desired outcomes. Executive Leadership The Budget Office is led by  Director | Ruth Levine  Deputy Director | Robert Cheney  City Economist | Peter Hulseman  Citywide Performance Manager | Lillian Nguyen Major Work Groups Budget & Financial This group administers the City’s budget software system and centrally manages Analysis and the annual and supplemental budget processes. Additionally, the group provides Management financial monitoring, financial forecasting, policy & financial analysis and recommendations, bureau financial support and guidance, and manages the General Fund and the Recreational Cannabis Funds. 16 City of Portland, Oregon - FY 2025-26 Requested Budget

City Budget Office Budget & Finance Service Area Citywide This newly expanded group provides information, tools, support, analysis and Performance recommendations to bureaus and Council offices to improve performance Management management systems and practices across the City. The group is integrated with the City’s budgeting and analysis functions. Portland Utility This group – comprised of 1.5 FTE –provides analytical & logistical support to the Board Portland Utility Board, a community-led oversight body of Portland Water Bureau and Bureau of Environmental Services. Recent Accomplishments  The City Budget Office recently helped lead the City through Charter Change by beginning to change the annual and supplemental budget development processes. The Budget Office supported the implementation of the new organizational structure in the budget.  The Budget Office worked with the Mayor and City Council to unanimously pass the FY 2024-25 budget and addressed multiple significant fiscal issues.  The Budget Office piloted a new version of the Portland Insights Survey, which aims to ensure that all Portlanders, especially those who have historically been underserved, are represented and heard. This representative and generalizable survey is part of CBO’s broader work of facilitating more equitable and data- driven budget priority setting conversations with Council. Challenges & Opportunities Challenges Charter change has fundamentally changed how the City of Portland conducts its annual budget process. With the new Council-Manager form of government and six Deputy City Administrators, CBO will have to develop a new process that incorporates more community engagement and reflects the input of a larger Council.  Many policy mandates including the creation of a new Police Oversight Board, the Climate Action Plan, and charter change.  Continued increases to costs of City operations including personnel and construction costs.  Financial managers and financial staff throughout the City recently experienced significant challenges in doing their everyday work because of charter change, resulting in increased need for City Budget Office support and training. Opportunities Charter change provides an opportunity to reassess the City’s organization of and support for core services, potentially leading to better performance outcomes and more strategic deployment of resources. The Budget Office will soon reimplement its budget software and will have opportunities to streamline and optimize some existing processes as well as incorporation of processes not currently in the budget system—ensuring budget has more fidelity to reality. With increased interest in the new budget process due to Charter change, there is an opportunity to provide clearer and more accessible budget materials as well as more meaningful avenues for public involvement. City of Portland, Oregon - FY 2025-26 Requested Budget 17

City Budget Office Budget & Finance Service Area Coming to City Council Here is the way in which council might be involved in the budget process.  In Feb. 2025, bureaus must submit their FY 2025-26 requested budgets.  In Spring 2025, CBO will facilitate budget work sessions.  In May 2025, the council will vote to approve the budget; and in June 2025, the budget will be adopted. What’s New or Different?  While CBO has historically been allocated $25,000 from the Recreational Cannabis Tax Fund, it has chosen to end that allocation and forego any revenue in the prior year due to severe forecast downturns.  CBO began receiving a $150,000 allocation from the Portland Clean Energy Fund (PCEF) to assist in the administration of the fund. The bureaus Fy 2025-26 Requested Budget increases this to $157,500 to account for inflation. 18 City of Portland, Oregon - FY 2025-26 Requested Budget

City Budget Office Budget & Finance Service Area Performance Measures Actuals Actuals Target Target Strategic Performance FY2022-23 FY2023-24 FY2024-25 FY2025-26 Target Efficiency Average dollar amount of City budget per CBO fiscal analyst $1,133,903,87 $1,186,060,29 NA $0 $0 5 8 Outcome Percent of bureau and elected leadership that were satisfied with the 67% NA 90% 0% 0% usefulness of CBO's budget analysis for decision-making Percent of bureau staff that who were satisfied with CBO's support during the 81% NA 90% 0% 0% budget process to ensure timely and accurate budget materials Percent of City program offers with outcome measures NA 35% 90% 0% 0% Percent of PUB priority workplan items considered 100% 89% 100% 0% 0% Percent of respondents who agree that their bureau/office regularly uses 35% NA 90% 0% 0% performance data or continuous improvement concepts in their operations and strategy Forecasted General Fund discretionary revenue as a percent for current year 2.8% 1.3% 5.0% 0.0% 0.0% Output Annual number of Portland Utility Board meetings held 24 29 12 0 0 Number of bureau decision packages analyzed in budget & monitoring 1,158 982 NA 0 0 processes Number of bureaus or programs receiving performance-related intensive NA NA 5 0 0 technical assistance from CBO Number of Council Agenda items on Council Calendar reviewed for financial 680 585 NA 0 0 impact Quality Percent of bureau staff and leadership who were satisfied with CBO support 63% NA 90% 0% 0% around performance management Percent of PUB members who have received equity training 100% 100% 100% 0% 0% City of Portland, Oregon - FY 2025-26 Requested Budget 19

City Budget Office Budget & Finance Service Area Summary of Bureau Budget Requested Requested Actuals Actuals Revised No DP Total FY2022-23 FY2023-24 FY 2024-25 2025-26 2025-26 Resources External Revenues Miscellaneous Fund Allocations 25,938 0 150,000 157,500 157,500 External Revenues Total 25,938 0 150,000 157,500 157,500 Internal Revenues General Fund Discretionary 1,364,798 0 2,148,640 2,018,919 1,866,004 General Fund Overhead 2,349,989 0 2,644,432 2,601,631 2,404,546 Interagency Revenue 349,537 142,311 412,838 416,708 416,708 Internal Revenues Total 4,064,324 142,311 5,205,910 5,037,258 4,687,258 Beginning Fund Balance Resources Total 4,090,262 142,311 5,355,910 5,194,758 4,844,758 Requirements Bureau Expenditures Personnel Services 2,857,517 3,015,925 3,754,962 3,978,747 3,646,016 External Materials and Services 543,414 436,359 1,079,297 653,029 635,760 Internal Materials and Services 663,394 581,654 521,651 562,982 562,982 Bureau Expenditures Total 4,064,324 4,033,938 5,355,910 5,194,758 4,844,758 Ending Fund Balance Requirements Total 4,064,324 4,033,938 5,355,910 5,194,758 4,844,758 Programs Budget & Economics 3,856,312 3,890,114 4,942,804 4,899,922 4,549,922 Public Utility Board Support 208,011 143,824 413,106 294,836 294,836 Total Programs 4,064,324 4,033,938 5,355,910 5,194,758 4,844,758 20 City of Portland, Oregon - FY 2025-26 Requested Budget

City Budget Office Budget & Finance Service Area FTE Summary Requested Requested Revised No DP Total Salary Range FY 2024-25 2025-26 2025-26 Class Title Min Max No. Amount No. Amount No. Amount 30003004 Administrative Specialist III 83,221 118,768 1.00 87,422 1.00 87,422 1.00 87,422 30003979 Analyst II - CPPW 97,510 126,693 3.00 311,577 3.00 325,198 2.00 213,096 30003008 Analyst III 107,266 151,882 2.00 223,312 2.00 223,312 2.00 223,312 30003980 Analyst III - CPPW 107,266 151,882 2.00 252,315 2.00 252,315 2.00 252,315 30003009 Analyst IV 117,957 168,709 1.00 122,741 1.00 122,741 1.00 122,741 30003982 Coordinator I (NE) - CPPW 75,442 107,640 1.00 58,240 1.00 87,360 1.00 87,360 30003034 Deputy Director I 129,771 183,082 1.00 155,605 1.00 155,605 1.00 155,605 30003037 Director I 157,019 228,259 1.00 198,078 1.00 198,078 1.00 198,078 30003040 Economist 117,957 168,709 1.00 154,066 1.00 154,066 1.00 154,066 30003985 Financial Analyst I - CPPW 83,221 118,768 2.00 180,453 2.00 191,804 1.00 90,810 30003986 Financial Analyst II - CPPW 97,510 126,693 2.00 208,620 2.00 208,620 2.00 208,620 30003987 Financial Analyst III - CPPW 107,266 151,882 3.00 376,168 3.00 376,168 3.00 376,168 30003081 Manager I 117,957 168,709 1.00 137,176 1.00 137,176 1.00 137,176 Total Full-Time Positions 21.00 2,465,773 21.00 2,519,865 19.00 2,306,769 Grand Total 21.00 2,465,773 21.00 2,519,865 19.00 2,306,769 City of Portland, Oregon - FY 2025-26 Requested Budget 21

City Budget Office Budget & Finance Service Area 22 City of Portland, Oregon - FY 2025-26 Requested Budget

Parent: Budget & Finance Service Area · PDF: pp. 175-183