Office of the City Auditor

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Breadcrumb: 8 eo › Auditor-s-Office-PADS-Volume-1---Requested-Budget › Office of the City Auditor › Office of the City Auditor

Office of the City Auditor Office of the City Auditor Office of the City Auditor Simone Rede, City Auditor Office of the City Auditor 0.2% City Budget 99.8% Ombudsman Office 4.6% Hearings Office 8.0% Administration and Support 26.0% Elections 10.2% Council Clerk 7.3% Audit Services 19.0% Archives and Records Management 24.9% Bureau Overview Requested Revised Total Change from Percent Requirements FY 2024-25 2025-26 Prior Year Change Operating $13,757,257 $14,107,518 $350,261 3% Capital Total $13,757,257 $14,107,518 $350,261 3% Authorized Positions 46.00 46.00 — —% 2 City of Portland, Oregon - FY 2025-26 Requested Budget

Office of the City Auditor Office of the City Auditor Auditor Office Organizational Chart Chief Deputy City General Counsel City Auditor Hearings Office Auditor Lisa Howley Simone Rede William Guzman Reed Brodersen Archives and Records Operations Audit Services Ombudsman Elections Council Clerk Management Management KC Jones Jennifer Croft Deborah Scroggin Keelan McClymont Madeline Moya Robyn White Key Communication and Outreach Division Program Liam Whitworth City of Portland, Oregon - FY 2025-26 Requested Budget 3

Office of the City Auditor Office of the City Auditor Bureau Summary Office Summary Office Mission To ensure open and accountable government by providing independent and impartial reviews, access to public information, and services to City government and the public. Office Overview The Auditor’s Office carries out a variety of accountability and transparency functions. Archives & Records Management operates the Portland Archives & Records Center and helps employees meet public recordkeeping requirements. Audit Services conducts performance audits of the City’s operations. Council Clerk administers City Council business and maintains City Charter and Code. The Elections Division administers City elections and enforces Campaign Finance & Lobbying Regulations. The Hearings Office adjudicates alleged City Code violations. The Ombudsman investigates complaints about City services. Operations Management provides administrative support across the Office. The elected Auditor leads the Office. Having an elected Auditor meets the highest independence standard for audit organizations. The Office’s elected leadership, administrative independence, and independent legal counsel allow the Office to do its work objectively, without undue influence from City Council or management, including the Mayor and City Administrator. The Auditor’s Office exists to serve the public interest. Executive Leadership The Auditor’s Office is led by:  Simone Rede, City Auditor  Reed Brodersen, Chief Deputy City Auditor  Lisa Howley, General Counsel  Robyn White, Business Operations Manager Major Work Groups Archives & Records Management Sets records policies, administers the City’s electronic records management system (TRIM), and operates the Portland Archives & Records Center, where they preserve and provide public access to City records. Audit Services This division analyzes the performance and management of City operations, recommending changes to improve services. They also coordinate the City’s external financial audit and operate the Auditor’s Fraud Hotline. 4 City of Portland, Oregon - FY 2025-26 Requested Budget

Office of the City Auditor Office of the City Auditor Council Clerk The Clerk supports the work of City Council by preparing weekly agendas, clerking Council meetings, actions, preparing meeting minutes, and maintaining City Code and Charter. Elections This division administers City elections, enforces Campaign Finance & Lobbying Regulations, and provides proactive public education and training to voters, candidates, and lobbyists. Hearings Office Conducts impartial hearings and renders decisions on land use, Code enforcement, and appeals of the City’s actions, including vehicle tows and other administrative matters. Ombudsman Conducts impartial investigations in response to complaints or at the Ombudsman’s initiative, resolves problems informally, and conducts systemic reviews of City services. Operations Management Manages the Office’s Charter-mandated and independent human resources, finance, and procurement policies and processes. It also supports communications and community engagement with a focus on systemically-excluded communities. Recent Accomplishments The Office’s highest priority for the Adopted Budget is to implement changes to the City’s election system and form of government. Investments are needed for the Council Clerk team to manage a more complex policy-making process involving an expanded Council and the addition of Council committees, which will be held as public meetings. Additional capacity for the Elections Division is required to administer elections (including filing, educating, and regulating a higher number of candidates and elected leaders) and educate voters to rank candidates in order of preference. These critical investments are necessary to promote trust in the democratic process for all residents of Portland—both as candidates are elected, and as elected leaders govern. Challenges & Opportunities The Office is preparing to fulfill the Auditor’s commitments to gather and use community priorities to guide its work across divisions. The Office will increase public involvement in underserved communities by focusing on anti-racism and equitable access to services and information. Expanded outreach will support these efforts, guided by the Office’s updated Community Engagement Strategy. Public education initiatives will have a heavy focus on voter and candidate education to support the rollout of ranked-choice voting, in partnership with the City’s Transition Team. City of Portland, Oregon - FY 2025-26 Requested Budget 5

Office of the City Auditor Office of the City Auditor Coming to City Council The Office will continue to deliver high-quality services to City government and the public. This includes fulfilling training and records management needs of hybrid employees and responding to concerns and complaints of waste, mismanagement, and unfair treatment. Staff education and professional development will build skills in conducting independent audits and investigations through an anti-racist approach, while planned external reviews will identify improvements in our adherence to Government Auditing Standards and our organizational efficiency and compliance. Records management software will equip the Auditor to support City offices and bureaus in maintaining their records in accordance with public records laws. The Office’s Communication and Outreach team will be implementing a plain language initiative to improve the accessibility of its website and public-facing materials. Finally, the Office and the people of Portland will continue to benefit from independent legal and policy advice provided by the General Counsel. What’s New or Different The Auditor’s Office continues to adapt to changes to the City’s election system and a mayor-council form of government approved by Portland voters in November 2022, including implementation of ranked-choice voting and voter education efforts. Elections has added additional capacity to support a higher number of candidates and Charter-mandated voter education. Council Clerk has added capacity to support a more complex policy-making process involving an expanded Council, and additional capacity will likely be needed to staff the higher-than- expected number of Council committees and document their business in accordance with Oregon’s public meetings and public records laws. Due to changes in how the Current Appropriation Level (CAL) is calculated, unfunded costs of the Office’s Collective Bargaining Agreement, and growth in expenses, the Office’s Requested Budget also eliminates our Communications and Outreach Supervisor position. This layoff will limit the Office’s ability to centrally coordinate community engagement and build relationships with systemically excluded Portlanders. 6 City of Portland, Oregon - FY 2025-26 Requested Budget

Office of the City Auditor Office of the City Auditor 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 Charges for Services 9,206 7,375 0 0 0 Miscellaneous 18,574 20,685 0 0 0 External Revenues Total 27,780 28,060 0 0 0 Internal Revenues General Fund Discretionary 3,886,483 0 5,904,965 6,043,298 6,043,298 General Fund Overhead 5,798,038 0 7,377,229 7,787,551 7,787,551 Fund Transfers - Revenue 0 0 251,737 204,984 239,984 Interagency Revenue 224,284 231,028 223,326 241,669 241,669 Internal Revenues Total 9,908,805 231,028 13,757,257 14,277,502 14,312,502 Beginning Fund Balance 500,000 0 0 0 0 Resources Total 10,436,585 259,088 13,757,257 14,277,502 14,312,502 Requirements Bureau Expenditures Personnel Services 6,073,461 7,321,924 8,317,051 8,673,719 8,673,719 External Materials and Services 1,048,376 833,941 2,274,809 1,953,833 1,988,833 Internal Materials and Services 2,804,811 2,942,215 3,165,397 3,444,966 3,444,966 Bureau Expenditures Total 9,926,648 11,098,079 13,757,257 14,072,518 14,107,518 Fund Expenditures Fund Transfers - Expense 0 0 0 204,984 204,984 Fund Expenditures Total 0 0 0 204,984 204,984 Ending Fund Balance 606,000 0 0 0 0 Requirements Total 10,532,648 11,098,079 13,757,257 14,277,502 14,312,502 Programs Administration & Support 3,625,130 4,250,248 4,810,900 3,772,385 3,807,385 Archives & Records Management 2,714,351 3,122,022 3,284,016 3,511,404 3,511,404 Assessments & Improvements 89 — — — — Assessments, Finance & Foreclosure 4,599 5,388 — — — Audit Services 2,097,806 2,091,330 2,588,165 2,683,565 2,683,565 Campaign Finance — 404 — 204,984 204,984 Council Clerk & Contracts 14,033 15,054 — 1,026,697 1,026,697 Elections — 2,270 1,436,258 1,436,964 1,436,964 Hearings Office 884,407 1,000,942 1,030,360 936,212 936,212 Independent Police Review 34,933 31,044 — — — Ombudsman Office 551,300 579,377 607,558 647,468 647,468 SPOT Team — — — (147,161) (147,161) Total Programs 9,926,648 11,098,079 13,757,257 14,072,518 14,107,518 City of Portland, Oregon - FY 2025-26 Requested Budget 7

Office of the City Auditor Office of the City Auditor 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 30003200 Auditor - Administrative 60,570 84,802 0.00 0 0.00 0 0.00 0 Specialist I 30003201 Auditor - Administrative 75,442 107,640 4.00 383,282 4.00 383,282 4.00 383,282 Specialist II 30003204 Auditor - Administrative 83,221 118,768 1.00 98,530 1.00 98,530 1.00 98,530 Specialist III 30003205 Auditor - Analyst I 83,221 118,768 5.00 475,610 5.00 526,841 5.00 526,841 30003218 Auditor - Analyst III 107,266 151,882 0.00 0 0.00 0 0.00 0 30003202 Auditor - 75,442 107,640 1.00 95,982 1.00 95,982 1.00 95,982 Archives&RecordsCoordinator I 30003206 Auditor - 83,221 118,768 3.00 316,172 3.00 316,172 3.00 316,172 Archives&RecordsCoordinator II 30003212 Auditor - 97,510 126,693 2.00 229,902 2.00 229,902 2.00 229,902 Archives&RecordsCoordinatorIII 30003228 Auditor - Audit Services Director 142,730 195,354 1.00 149,947 1.00 149,947 1.00 149,947 30003213 Auditor - Business Systems 97,510 126,693 1.00 126,678 1.00 126,678 1.00 126,678 Analyst II 30003225 Auditor - City Archivist 117,957 168,709 1.00 130,998 1.00 130,998 1.00 130,998 30003229 Auditor - City Auditor Chief 142,730 195,354 1.00 145,579 1.00 145,579 1.00 145,579 Deputy 30003226 Auditor - City Ombudsman 117,957 168,709 1.00 154,003 1.00 154,003 1.00 154,003 30003208 Auditor - Clerk to City Council 97,510 126,693 1.00 135,491 1.00 135,491 1.00 135,491 30003209 Auditor - Coordinator II 83,221 118,768 2.00 209,821 2.00 209,821 2.00 209,821 30003354 Auditor - Coordinator IV 107,266 151,882 0.00 0 0.00 0 0.00 0 30003232 Auditor - General Counsel 157,019 228,259 1.00 204,568 1.00 204,568 1.00 204,568 30004250 Auditor - Hearings Clerk 75,442 107,640 2.00 194,147 2.00 194,147 2.00 194,147 30003230 Auditor - Hearings Officer, Chief 142,730 195,354 1.00 172,182 1.00 172,182 1.00 172,182 30003227 Auditor - Manager I 117,957 168,709 3.00 468,749 3.00 468,749 3.00 468,749 30003210 Auditor - Performance Auditor I 83,221 118,768 1.00 103,813 1.00 103,813 1.00 103,813 30003216 Auditor - Performance Auditor II 97,510 126,693 5.00 587,102 5.00 587,102 5.00 587,102 30003223 Auditor - Performance Auditor III 107,266 151,882 2.00 292,050 2.00 292,050 2.00 292,050 30003217 Auditor - Supervisor I 97,510 126,693 2.00 166,234 2.00 222,290 2.00 222,290 30003224 Auditor - Supervisor II 107,266 151,882 0.00 0 0.00 0 0.00 0 30003576 Auditor – Deputy Council Clerk 97,510 126,693 1.00 102,502 1.00 102,502 1.00 102,502 30003575 Auditor – Deputy Ombudsman 97,510 126,693 2.00 230,984 2.00 230,984 2.00 230,984 30000003 Auditor, City 0 125,694 1.00 168,758 1.00 168,758 1.00 168,758 30000028 Hearings Clerk 65,437 86,050 0.00 0 0.00 0 0.00 0 30003451 Hearings Officer, Chief 142,730 195,354 0.00 0 0.00 0 0.00 0 Total Full-Time Positions 45.00 5,343,084 45.00 5,450,371 45.00 5,450,371 30003205 Auditor - Analyst I 83,221 118,768 0.00 0 0.00 0 0.00 0 8 City of Portland, Oregon - FY 2025-26 Requested Budget

Office of the City Auditor Office of the City Auditor 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 30003081 Manager I 117,957 168,709 0.00 0 0.00 0 0.00 0 Total Limited Term Positions 0.00 0 0.00 0 0.00 0 30003221 Auditor - Hearings Officer 107,266 151,882 1.00 156,707 1.00 156,707 1.00 156,707 30004001 Hearings Officer - CPPW 107,266 151,882 0.00 0 0.00 0 0.00 0 Total Part-Time Positions 1.00 156,707 1.00 156,707 1.00 156,707 Grand Total 46.00 5,499,791 46.00 5,607,078 46.00 5,607,078 City of Portland, Oregon - FY 2025-26 Requested Budget 9

Office of the City Auditor Office of the City Auditor 10 City of Portland, Oregon - FY 2025-26 Requested Budget

Parent: Office of the City Auditor · PDF: pp. 1733-1741