2026-09-23 - Work Session

Summary

Based on uploaded (human-made) captions; the first seven minutes of the video have no captions.

Purpose: A Council work session on the Financial Stabilization Plan Report. Councilor Kanal ran the session, with Councilor Zimmerman and Councilor Green introducing the Financial Stabilization Work Group they co-chaired with the Chief Financial Officer. No votes were taken and the session ended early, at 4:20 p.m. See Financial Stabilization Plan.
Presentation: Jonas Biery said the city's problems are structural and long-term, not one or two bad years. A volunteer work group met for over 20 hours on Friday afternoons, with input from the County, Metro, the Port, Portland Public Schools, TriMet and city labor. Its report is not prioritized and not unanimous.
Recommendations: Revenue strategy and financial policy refresh, biennial budgeting, defining core services and service expectations, better financial data, stronger Council decision support, regional coordination and state fiscal-reform advocacy, and less administrative burden. Biery translated them into 44 possible actions, ranked by readiness, and sorted them into work already under way, near-term crisis response, stabilization actions in FY 2026-27 and future actions in FY 2027-28.
Timeline: He hoped to bring a first package of financial policy updates back in early 2027, ahead of next year's budget talks; a December revenue forecast and a budget-process work session in a couple of weeks were also mentioned.
Council feedback: Olivia Clark wanted defining core services and an audit of city facilities moved earlier. Jamie Dunphy questioned whether some items belong in a stabilization plan and said biennial budgeting should not be a priority. Loretta Smith asked for a fuller inventory of revenue sources, including opioid settlement money. Angelita Morillo asked how Community Budget Office feedback will feed the next budget and said new revenue must not be regressive. Steve Novick asked for deeper discussions of span of control and contracting out, and a yearly review of one-time-funded programs. Dan Ryan asked for five-to-ten-year history, nonprofit contract spending trends and a refreshed economic development strategy. Elana Pirtle-Guiney wanted council budget support to stay in the central budget office.
Revenue: Green said he and Morillo had introduced an update to the CEO pay ratio surtax, which they expect to raise about $72 million a year on average while relieving small businesses, scheduled for the Committee of the Whole on October 8. See Business License Tax CEO Pay Ratio Surtax.
Follow-up: City Administrator Raymond Lee committed to include staffing, span-of-control and organizational analysis in his report for budget deliberations. Zimmerman and Dunphy were open to biennial budgeting; a span-of-control discussion was expected in December.

Issues discussed

Sources

Video: https://youtube.com/watch?v=8rQENIjXRGA

Video

Watch the video

Transcript

These are uploaded captions in live-caption style; names and numbers may be misheard.

Transcript

07:26>> I'M CALLING TO ORDER THIS

07:27WORK SESSION OF THE CITY

07:28COUNCIL. FOLLOWING IN MY

07:30TRADITION OF TRYING TO DEFER TO

07:31SUBJECT AREAS FOR THE CHAIRS OF

07:34THE APPROPRIATE COMMITTEES, I'M

07:35GOING TO BE TURNING THE RUNNING

07:37OF THIS WORK SESSION OVER TO

07:38COUNCILOR KANAL.

07:40>> THANK YOU, COUNCIL PRESIDENT.

07:41JUST PULLING UP MY NOTES HERE.

07:45SO I'M GOING TO BE KICKING THIS

07:47OVER TO COUNCILORS ZIMMERMAN

07:48AND GREEN IN A SECOND. SO I

07:50MIGHT NEED TO PAUSE FOR THAT

07:51PART OF IT. BUT THANKS,

07:53EVERYBODY FOR BEING HERE TODAY.

07:54WE'RE HERE BECAUSE WE'VE

07:55RECOGNIZED THAT OUR CITY'S

07:56FINANCIAL SITUATION IS IN

07:58CRISIS. AND IT'S NOT SOLELY

08:00THAT WE'VE HAD 1 OR 2 BAD YEARS,

08:02BUT THAT THERE ARE STRUCTURAL,

08:03LONG TERM ISSUES THAT NEED TO

08:05BE ADDRESSED. THIS IS SOMETHING

08:06THAT OUR CFO, JONAS BIERY, HAS

08:08BEEN TALKING ABOUT FOR A WHILE

08:09AND WORKING ON FOR A WHILE. I'M

08:11THANKFUL TO HIM, AS WELL AS TO

08:13COUNCILORS WHO HAVE BEEN

08:13WORKING ON A WORKGROUP ON THIS

08:15FOR A WHILE, AND TO PROVIDE

08:19RECOMMENDATIONS FOR HOW TO

08:20ADDRESS IT AND STABILIZE OUR

08:21CITY'S FINANCIAL OUTLOOK. SO

08:22WHAT WE'RE GOING TO HEAR TODAY

08:23IS THE RESULT OF MANY MONTHS OF

08:25WORK FROM MANY PEOPLE,

08:26INCLUDING CFO BIERY, COUNCILOR

08:28ZIMMERMAN, COUNCILOR GREEN, AND

08:30SOME COMMUNITY MEMBERS. AND I'M

08:31SURE HE'LL HAVE A LIST OF

08:33EVERYBODY WHO'S HERE AT THIS

08:36POINT. I'M SUPPOSED TO HAND IT

08:38OVER TO COUNCILOR ZIMMERMAN. I

08:39THINK HE'S RUNNING A MINUTE

08:40BEHIND TO PROVIDE A FRAMING

08:41REMARK OR TWO. SO, OKAY, YOU'RE

08:45YOU'RE WE RANG THE BELL AND YOU

08:47ARE HERE. IT'S ABOUT TO PASS IT

08:49OVER TO YOU, COUNCILOR

08:50ZIMMERMAN, TO SLOWLY FINISHING

08:52THE SENTENCE, PROVIDE SOME

08:54FRAMING REMARKS.

09:00>> HI, HOW ARE WE ALL DOING?

09:01THANKS FOR LETTING ME WALK IN.

09:03A COUPLE MINUTES LATE IT WAS.

09:04ARE WE JUST DOING OUR OPENING

09:06REMARKS OR COUNCILOR GREEN?

09:07>> YOU'RE GOING FIRST AND THEN

09:09THEN JONAS AND THEN.

09:10>> GREAT. SO, YOU KNOW, THIS

09:12IDEA REALLY STEMMED FROM MY

09:14TIME AS THE CHAIR OF THE

09:15FINANCE COMMITTEE IN THE IN THE

09:17LAST ITERATION AND LOOKING AT

09:18THE CHALLENGES THAT WE HAD WITH

09:20BOTH LAST YEAR'S BUDGET AND

09:22GETTING READY TO CRAFT THIS

09:23YEAR'S BUDGET, IS THAT WE ARE

09:25AND OFTENTIMES A REACTIONARY

09:28GOVERNMENT. AND THESE LAST

09:29SEVERAL YEARS, SINCE 2020, HAVE

09:31I WOULD CLASSIFY AS A REACTION,

09:34RIGHT. 2020 ON HAS BEEN A

09:36REACTION. AND IT'S TIME TO BE

09:37MORE DELIBERATE. AND I ASKED

09:38COUNCILOR GREEN HIS INTEREST

09:40AND WE BOTH THOUGHT, IT IS TIME

09:42TO START THINKING ABOUT HOW CAN

09:44COUNCIL WORK WITH THE

09:46ADMINISTRATION TO SEE WHAT WHAT

09:48A STABILIZATION, OUT OF CRISIS,

09:50OUT OF FIRE AT YOUR FEET

09:51MINDSET COULD LOOK LIKE. AND AT

09:54THE SAME TIME, OUR CFO WAS

09:56CERTAINLY HAVING THOSE

09:57CONVERSATIONS AND THESE KIND OF

09:58WE MARRIED UP AT THE SAME TIME.

10:00COUNCILOR GREEN AND I REPRESENT

10:02VERY DIFFERENT SIDES OF THE

10:03IDEOLOGICAL SPECTRUM ON THIS

10:04COUNCIL. WE BOTH SAT ON THE

10:05FINANCE COMMITTEE, BUT WE'RE

10:07BOTH FINANCE FOLKS, AND WE FELT

10:08THAT WE COULD REPRESENT A GOOD,

10:11FORWARD FACING PERSPECTIVE FROM

10:14FROM OUR CHAIRS TO GIVE THE TO

10:17GIVE THE BODY'S WORK SOME

10:21CREDIBILITY WITH OUR COUNCIL

10:22AND TO AID WHEREVER WE COULD

10:26FOR OUR CFO, FOR THE FINANCE

10:27TEAM. AND THEN ALL OF OUR

10:29VOLUNTEER MEMBERS. TO TRY AND

10:32DELIVER SOMETHING THAT CAN LAND

10:35IN THIS, IN THIS COUNCIL, GET

10:37GET THOUGHTFULLY DISCUSSED AND

10:40NOT MAYBE FROM ONE IDEOLOGICAL

10:42SIDE OR ANOTHER. AND I WANT TO

10:44JUST GIVE A LOT OF APPRECIATION

10:46TO THE CFO, MR. BERRY, THE

10:49ENTIRE TEAM THAT HE WORKED WITH,

10:52BECAUSE IN THE RECRUITMENT OF

10:53VOLUNTEERS AND IN WORKING WITH

10:56US, THE AMOUNT OF WORK THAT'S

10:57GONE INTO THIS STABILIZATION

10:59PROJECT HAS BEEN IT'S BEEN A

11:01BIG LIFT, AND THE VOLUNTEERS

11:05THAT SAT THIS GROUP WITH US, I

11:07AM JUST SO DEEPLY APPRECIATIVE

11:09TO COMING FROM A VARIETY OF

11:11WALKS OF LIFE, A VARIETY OF

11:13PARTS OF OUR TOWN, A VARIETY OF

11:15ORGANIZATIONS FROM WHICH THEY

11:16EITHER HAVE WORKED, RETIRED

11:17FROM OR CURRENTLY WORKING AND,

11:20AND THE NEIGHBORHOODS AND SO

11:21THEIR, THEIR EFFORT ON FRIDAY

11:23AFTERNOONS FOR THESE LAST FEW

11:24MONTHS HAVE BEEN QUITE WELCOME.

11:26AND I'M, I'M HAPPY THAT SOME OF

11:28THEM ARE HERE AND HAPPY TO LEND

11:31MY TIME TO ANYTHING THAT JONAS

11:32AND HIS TEAM NEEDS. SO WITH

11:33THAT, I'D TURN IT OVER TO MY

11:35CO-CHAIR, COUNCILOR GREEN.

11:37>> THANK YOU SO MUCH, COUNCILOR

11:38ZIMMERMAN. I REMEMBER WHEN I

11:39GOT THE CALL FROM YOU, IT WAS

11:42LIKE, I THINK COMING OUT OF THE

11:43CHRISTMAS RECESS AND YOU HAD

11:45GOTTEN ADVANCE NOTICE FROM

11:47INCOMING CITY ADMINISTRATOR LEE,

11:48WHO FIRST THING YOU HAVE TO DO

11:50WHEN YOU WALK IN THE DOOR IS

11:52LIKE, OH, NO, WE'RE IN A

11:53FINANCIAL CRISIS. SO I WAS LIKE,

11:55YES, I'LL SERVE. YOU KNOW, I'LL

11:56HELP. I THINK THIS IS A GREAT

11:58IDEA. AND REALLY, YOU KNOW,

12:01JONAS, YOU PUT IN A LOT OF WORK

12:03PERSONALLY, BUT ALSO KIND OF

12:05MAKING SURE THAT THIS TABLE WAS

12:07SET WITH A RANGE OF VOICES FROM

12:09OUR COMMUNITY WHO SPAN THE THE

12:13PRIVATE SECTOR, THE LABOR, THE,

12:14YOU KNOW, OUR LABOR, YOU KNOW,

12:16THE HOUSE OF LABOR, AS IT WERE.

12:18YOU'VE GOT YOU HAD COMMUNITY

12:20BASED ORGANIZATIONS. AND SO

12:22REALLY SOME INTENTIONALITY

12:23THERE TO MAKE SURE THAT THIS

12:24WASN'T JUST A THING THAT, YOU

12:26KNOW, YOU AND YOUR TEAM COOKED

12:27UP OVER A WEEKEND OR A WEEK.

12:29THIS WASN'T JUST THE THING THAT

12:31COUNCILOR ZIMMERMAN BROUGHT

12:32FORWARD OR BROUGHT FORWARD, BUT

12:34REALLY TRYING TO BE WHAT I

12:37THINK IS WHAT THIS NEW

12:38GOVERNMENT IS SUPPOSED TO BE

12:39DOING MORE OF, WHICH IS SORT OF

12:41REACHING INTO OUR COMMUNITIES,

12:42PULLING SOME GOOD IDEAS FROM

12:43THERE, AND THEN SITTING AS

12:45LEADERS TO SEE HOW WE CAN SHAPE

12:46IT AND MOVE IT FORWARD. AND,

12:48AND I AGREE, THIS IS THE EFFORT

12:51HERE IS TO LEND SOME

12:52CREDIBILITY TO THE EXERCISE.

12:53AND SO THERE'S NO DECISION THAT

12:55WE HAVE TO TAKE RIGHT NOW. WHAT

12:56WE'RE GOING TO DO IS WE'RE

12:57GOING TO SEE SOME REALLY, I

12:59THINK, THOUGHTFUL SET OF

13:01PRIORITIES FOR US TO ENGAGE ON.

13:03AND I ENCOURAGE MY COLLEAGUES

13:05TO KEEP AN OPEN MIND AND JUST

13:07KNOW THAT IN THOSE FRIDAY

13:09WORKSHOPS. THERE WAS A LOT OF

13:12CANDID DISCUSSION AND NOT NOT

13:15NECESSARILY AGREEMENT, BUT A

13:16SHARED UNDERSTANDING THAT IF WE

13:18DON'T TACKLE THESE THINGS

13:19TOGETHER IN SOME KIND OF A WAY

13:20THAT OUR OUR CITY WILL SUFFER

13:22IRRESPECTIVE OF YOUR PRIORITIES.

13:24AND SO I'M REALLY EAGER TO, TO

13:27HEAR FROM OUR CFO. AND I WOULD

13:29JUST ASK MY COLLEAGUES AS WE

13:31WORK THROUGH THIS, OVER THE

13:32PROCESS IS, IS JUST KNOW THAT

13:36WE'RE ALL TRYING TO BUILD

13:38SOMETHING TOGETHER THAT THAT

13:40PROVIDES MORE RESILIENCY AND

13:44SOUNDNESS TO OUR, TO OUR

13:45BALANCE SHEET, WHICH WE OWE TO

13:47PORTLANDERS. SO THANK YOU.

13:49>> THANKS. AND SO JUST BEFORE

13:51PASSING IT OVER TO CFO BIERY, I

13:53DID WANT TO NOTE, BECAUSE THIS

13:55IS A BIG TOPIC AND WE'VE BEEN

13:57APPROACHING THE BUDGET, AS HAS

13:58BEEN POINTED OUT, PRIMARILY IN

13:59A REACTIVE WAY. AND THIS WOULD

14:01BE REFRAMING THAT CONVERSATION.

14:02WE ASKED FOR A LOT OF

14:03INFORMATION FROM CFO BIERY. AND

14:05SO THIS IS A LONG PRESENTATION.

14:06AND THAT'S NOT HIS FAULT.

14:08THAT'S THAT'S HOW WE SET IT UP.

14:09BUT I JUST WANT TO GET THAT ON

14:11THE RECORD FIRST. WE'RE GOING

14:12TO DO THAT PRESENTATION. WE'LL

14:14PROBABLY TAKE A BREAK. AND THEN

14:15THE IDEAS AT THE SECOND HALF OF

14:17THE CONVERSATION IS LED BY THIS

14:18SIDE OF THE DAIS. SO JUST

14:20WANTED TO MAKE SURE EVERYBODY

14:21WAS AWARE OF THAT FIRST. AND

14:22WITH THAT, OUR CITY CHIEF

14:24FINANCIAL OFFICER JONAS BIERY.

14:25>> GREAT. GOOD AFTERNOON

14:27COUNCILORS. THANK YOU,

14:29COUNCILOR KANAL, FOR THAT. AND

14:30THANK YOU, COUNCILORS ZIMMERMAN

14:31AND GREEN FOR FOR THE TEE UP, I

14:33THINK YOU'LL HEAR SOME

14:35REINFORCING OF SOME OF THOSE

14:36SAME POINTS HERE TODAY. AND

14:38YEAH, JUST THANK YOU IN ADVANCE

14:39FOR LISTENING TO WHAT WILL BE

14:41AN UNUSUALLY LONG PRESENTATION

14:43FOR ME TODAY. COUNCILOR KANAL

14:45POSSIBLY IS PARTIALLY MY FAULT.

14:46I PREPARED THE PRESENTATION,

14:47BUT APPRECIATE APPRECIATE THAT

14:50ACKNOWLEDGMENT AS WE BEGIN. I

14:52WANTED TO START BY JUST A

14:53COUPLE OF INTRODUCTORY COMMENTS.

14:54I BELIEVE THAT DEVELOPMENT OF A

14:57COMPREHENSIVE FINANCIAL

14:58STRATEGY IS AMONG THE MOST

15:00CRITICAL THINGS THAT WE CAN DO,

15:01AND SOMETHING THAT WE HAVE

15:02RARELY, IF EVER, HAD AN

15:04OPPORTUNITY TO DO UNDER THE

15:05PRIOR LIMITATIONS OF THE PRIOR

15:07FORM OF GOVERNMENT, OUR

15:08FINANCIAL SYSTEMS UNDERPIN

15:10EVERYTHING WE MIGHT HOPE TO

15:11ACHIEVE, AND WE CANNOT

15:13EFFECTIVELY DELIVER BASIC

15:14SERVICES OR MEET POLICY

15:15OBJECTIVES WITHOUT STABLE AND

15:17RELIABLE FINANCIAL SYSTEMS AND

15:19STRATEGIES. ALSO, I CAN'T BEGIN

15:22TODAY'S CONVERSATION WITHOUT

15:23RECOGNIZING AND APPRECIATING

15:25THE CITY'S FINANCIAL

15:26PROFESSIONALS WHO DO THIS WORK

15:27EVERY SINGLE DAY, OFTEN UNDER

15:29DIFFICULT CIRCUMSTANCES,

15:30DIFFICULT CIRCUMSTANCES, AND

15:31UNFAIR CRITICISM TO QUIETLY

15:33KEEP THE CITY MOVING FORWARD AS

15:34BEST WE CAN. THANK YOU TO THE

15:37INDIVIDUALS WHO ENTER AND

15:38VERIFY THE ACCURACY OF

15:39FINANCIAL DATA, WHO COLLECT

15:41INCOMING REVENUES, WHO ANSWER

15:42PHONE CALLS AND ASSIST

15:43PORTLANDERS WITH BILLING

15:45QUESTIONS, WHO PROCESS PAYMENTS

15:46TO EMPLOYEES AND VENDORS, AND

15:47TO EVERYONE THROUGHOUT THE

15:48ENTIRE ORGANIZATION. WHO PLAYS

15:51A CRITICAL ROLE IN KEEPING THE

15:52CITY'S FINANCIAL SYSTEMS UP AND

15:54RUNNING. AS YOU'LL HEAR TODAY

15:56AND YOU'VE HEARD PREVIEWED,

15:57IT'S BEEN A MASSIVE LIFT TO GET

15:59THIS TO THIS MOMENT, BUT I DO

16:01THINK THE VALUE OF THE PROCESS

16:02WILL BE SEEN IN THE OUTCOMES AS

16:04WE GET THERE. WHEN I PRESENTED

16:06THIS CONCEPT, I THINK I CALLED

16:07IT AN IMPOSSIBLE DREAM TO

16:09DELIVER TO YOU IN SPRING. I WAS

16:12RIGHT, BUT IT WAS REALLY

16:14IMPORTANT THAT WE BE MORE

16:16PATIENT AND LET THE ROOTS GROW

16:18AND FOSTER SOME LESS

16:19TRADITIONAL PATHS, TRADITIONAL

16:20TO THE CITY. ANYWAY, FOR INPUT

16:22AND DIALOG, TWO PRIMARY OUTPUTS

16:25THAT I'M GOING TO SHARE TODAY.

16:26THE FIRST IS A SET OF BROAD

16:28RECOMMENDATIONS THAT WERE

16:29DEVELOPED SPECIFICALLY BY THE

16:31FINANCIAL STABILIZATION WORK

16:32GROUP. AND THEN THE SECOND

16:36OUTPUT IS A SET OF POTENTIAL

16:37IMPLEMENTATION ACTIONS

16:38IDENTIFIED BY MYSELF, BY ME AS

16:40CHIEF FINANCIAL OFFICER THAT

16:42RESPOND TO AND FLOW FROM THE

16:45RECOMMENDATIONS. AND AS THE

16:46NEXT STEP IN THE EFFORT. I LOOK

16:47FORWARD TO SHARING WITH YOU

16:49TODAY HOW I BELIEVE WE CAN

16:50CONTINUE MOVING TO IMPROVE OUR

16:51FINANCIAL CONDITION AND MEET A

16:53WIDE RANGE OF COUNCIL,

16:54ADMINISTRATIVE AND COMMUNITY

16:56OBJECTIVES VIA A CITY WIDE

16:58ACTION PLAN AND FINANCIAL

16:59STRATEGY AS THE ULTIMATE

17:01DECISION MAKERS AND THE DIRECT

17:03CONNECTION TO PORTLANDERS, IT'S

17:04ESSENTIAL THAT CITY COUNCIL

17:05UNDERSTAND AND SUPPORT THE

17:06CITY'S FINANCIAL STRATEGY. SO,

17:09IN ADDITION TO RECEIVING YOUR

17:10FEEDBACK AND SUGGESTIONS, I

17:11HOPE THAT THE INFORMATION

17:13SHARED TODAY WILL OFFER YOU AND

17:14OFFER PORTLANDERS SOME

17:16INCREASED CONFIDENCE THAT WE

17:17HAVE THE COLLECTIVE ABILITY TO

17:18NAVIGATE THE CITY BACK TO A

17:20PATH OF FISCAL STRENGTH. SO

17:23JUST TO RUN A SHOW QUICKLY AS

17:26WE MOVE TO THE NEXT SLIDE,

17:27FIRST, I'LL PROVIDE A LITTLE

17:29GROUNDING IN THE PROJECT ITSELF,

17:30THE WORK GROUP, AND THE PROCESS.

17:32SECOND, I'LL GIVE YOU A SUMMARY

17:33OF THE RECOMMENDATIONS

17:34DEVELOPED BY THE WORK GROUP,

17:36AND ALSO NOTE THAT THAT

17:37INFORMATION WAS PROVIDED TO

17:39YOUR INBOXES ON MONDAY. IT'S

17:40INCLUDED, I BELIEVE, AS AN

17:41ATTACHMENT TO TODAY'S AGENDA

17:43ITEM AND THE RECOMMENDATION

17:45REPORT AND THIS PRESENTATION

17:47ARE ALSO POSTED ONLINE AT

17:51PORTLAND.GOV/BACKSLASH

17:52FINANCIAL DASH STABILIZATION.

17:54AND WE INTEND TO USE THAT PAGE

17:56TO UPDATE INFORMATION AS THAT

17:58BECOMES RELEVANT AS THIS WORK

17:59MOVES FORWARD. AND THEN THE

18:02THIRD PIECE OF THE PRESENTATION

18:04TODAY IS I'VE USED THE

18:06WORKGROUP RECOMMENDATIONS TO

18:07TRANSLATE INTO 44 POTENTIAL

18:09IMPLEMENTATION ACTIONS. I DON'T

18:11EXPECT WE'RE GOING TO HAVE

18:12SPACE TO REVIEW EVERY SINGLE

18:13ONE IN DETAIL. BUT THESE

18:14ACTIONS AND THE ACTION PLAN

18:16THAT COMES OUT OF THEM ARE

18:17WHERE I RECOMMEND FOCUSING MOST

18:18OF OUR ATTENTION TODAY. AND

18:20THEN LASTLY, OF COURSE, I WANT

18:22TO HEAR FROM YOU SO WE CAN

18:23REFINE APPROACHES AS NEEDED AND

18:25MOVE TO RAPID ACTIONS. AGAIN,

18:27THERE'LL BE A LOT OF ME

18:28SPEAKING, CERTAINLY MORE THAN

18:29I'D PREFER, BUT THANK YOU AHEAD

18:31OF TIME FOR FOR GIVING THAT

18:33SPACE. I THINK GETTING THROUGH

18:34THE CONTENT WILL MAXIMIZE THE

18:37VALUE OF THE TIME FOR QUESTIONS

18:39AND DISCUSSION. I'M GOING TO

18:41GET THROUGH THIS AS RAPIDLY

18:43POSSIBLE. I DON'T WANT TO

18:44SHORTCUT TOO MUCH BECAUSE

18:45THERE'S A LOT OF HIGH VALUE

18:46CONTENT. I THINK THE BACKGROUND

18:48CONTEXT IS REALLY IMPORTANT,

18:49BUT EACH SLIDE REALLY HERE IS

18:50GOING TO BE A BUILDING BLOCK

18:52THAT WILL MAKE THE ACTION PLAN

18:54AT THE END, I THINK, MORE CLEAR

18:55AND UNDERSTANDABLE. ALL RIGHT.

18:57SO JUST A REMINDER OF THE BIG

18:59PICTURE CONTEXT. WHY ARE WE

19:01HERE. AS WAS PREVIEWED, WE'VE

19:03COME FROM A PLACE OF KIND OF

19:05BEING A LEGACY REACTIVE

19:07ORGANIZATION, HAVING REPEATED

19:09BUDGET CHALLENGES, HAVING

19:10REPEATED MID-YEAR BUDGET

19:12ADJUSTMENTS. AND SO REALLY

19:13STARTED THIS PROJECT TO THINK

19:15MORE STRATEGICALLY OVER THE

19:16LONG TERM, NOT JUST BUDGET TO

19:18BUDGET ALIGNED TO EXPECTATIONS

19:21OF 2024 CHARTER REFORM AND

19:22REALLY DEVELOP A STRATEGY TO

19:23GET THROUGH THIS MOMENT OF

19:25FINANCIAL CRISIS AND TO

19:27STABILIZATION AND RECOVERY.

19:31WHILE THERE ARE SIGNS OF

19:33IMPROVEMENT, SORT OF SOME SOME

19:34GREEN SHOOTS STARTING TO APPEAR

19:36IN THE DATA AND FINANCIAL

19:38CONDITION. I DO ANTICIPATE THAT

19:39WE'LL STILL BE IN A FINANCIAL

19:41CRISIS MODE FOR FISCAL 2728

19:44BUDGET DEVELOPMENT, BUT WITH

19:45DEFINED ACTION TODAY AND

19:48HOPEFULLY A COLLECTIVE

19:49INTENTION, I DO BELIEVE WE CAN

19:51MOVE START TO MOVE FORWARD

19:52TOWARDS STABILIZATION. ALL

19:55RIGHT. BEFORE WE MOVE INTO THE

19:57DETAILS, JUST A LITTLE BIT OF

19:59BACKGROUND AND CONTEXT ON THE

20:00WORK GROUP AND THE

20:01RECOMMENDATIONS, WHICH IS WHAT

20:02I'LL PRESENT TO YOU FIRST. AND

20:04IN PARTICULAR, I WANTED TO

20:06PREVIEW WHAT THE WORK GROUP IS

20:07AND WHAT THE RECOMMENDATIONS

20:08ARE AND WHAT IT AND WHAT IT IS

20:11NOT. THE WORK HERE OF THE WORK

20:13GROUP IS ACKNOWLEDGMENT OF A

20:14NEED TO THINK DIFFERENTLY. AS

20:16MENTIONED, IT WAS CONVENED BY

20:17THE CO-CHAIRS MYSELF AND

20:19COUNCILORS GREEN AND ZIMMERMAN.

20:20BUT THE CONVERSATION LARGELY

20:21DRIVEN BY THE WORK GROUP. IT

20:23WAS AN EVOLUTIONARY PROCESS.

20:25IT'S INTENDED TO BE A FRAMEWORK

20:28AND A GUIDING DOCUMENT AND A

20:29STARTING POINT FOR THE

20:30CONVERSATION, WHICH I THINK

20:31WE'LL SEE. IT IS WHAT THIS WORK

20:34WAS NOT IT'S NOT INDICATIVE OF

20:37UNANIMOUS AGREEMENT. AS WAS

20:38MENTIONED, THERE WAS LOTS OF

20:39DISAGREEMENT IN THE ROOM AND

20:41ACKNOWLEDGMENT THAT THAT WAS

20:42OKAY. IT'S NOT INTENDED TO BE A

20:44SINGLE PATH FORWARD. IT'S NOT A

20:46PRIORITIZED LIST. IT'S NOT

20:48EXECUTIVE RECOMMENDATIONS FOR

20:50ACTION OR IMPLEMENTATION,

20:51ALTHOUGH THOSE WILL BE THE

20:52SECOND PART OF THE PRESENTATION

20:53TODAY. AND CERTAINLY IT'S NOT A

20:55COMPLETE OR FINAL ANSWER. SO

20:59JUST A BACKGROUND ON A LITTLE

21:00BIT OF HOW WE STRUCTURED THIS.

21:02THE HIGHLIGHTED BOX IN THE

21:03MIDDLE IS THE WORKGROUP THAT

21:05WAS THE PRIMARY FORUM WHERE

21:06THIS WORK OCCURRED. AND THE

21:11PARTICIPANTS, AS WAS MENTIONED,

21:12WERE REALLY AN AMAZING GROUP OF

21:15PORTLANDERS WHO COMMITTED TO

21:16SPEND OVER 20 HOURS TOGETHER ON

21:18MULTIPLE FRIDAY AFTERNOONS

21:19DOING THIS WORK. AND I'M DEEPLY,

21:21DEEPLY GRATEFUL TO EVERY ONE OF

21:23THOSE INDIVIDUALS FOR THEIR

21:25EXPERTISE, FOR THE HONESTY IN

21:26THE ROOM, AND THEIR SHARED

21:28PASSION FOR MAKING PORTLAND A

21:29BETTER PLACE. AS WAS PREVIOUSLY

21:31MENTIONED IN BY COUNCILOR GREEN,

21:34I BELIEVE THE CONVERSATIONS

21:36WERE ROBUST, WERE DEEP AND WERE

21:39VERY ENGAGING, I. WHILE THEY

21:41WERE FRIDAY AFTERNOONS, I

21:42ALWAYS WALKED AWAY FROM EVERY

21:43MEETING. ENERGIZED BY THE

21:46CONVERSATION AND REMINDED OF

21:47THE COLLECTIVE CARE THAT

21:48PORTLANDERS HAVE ABOUT

21:49RESTABILIZING THE CITY. I ALSO

21:52DO WANT TO ACKNOWLEDGE

21:53COUNCILORS GREEN AND ZIMMERMAN,

21:54WHO AGREED TO PARTICIPATE AS

21:58CO-LEADS AND. AND

22:00CO-FACILITATORS I DO. I DID

22:03EXPERIENCE AND BELIEVE THAT

22:04THEIR DIRECT PARTICIPATION,

22:06THEIR DIRECT SUPPORT, HAVING

22:08THAT INPUT DIRECTLY FROM THE

22:10LEGISLATIVE BRANCH WAS

22:11EXTREMELY VALUABLE TO THE

22:12CONVERSATION, TO THE WORKGROUP

22:13MEMBERS. AND I'M PERSONALLY

22:15THANKFUL TO YOU BOTH FOR YOUR

22:17ONGOING COMMITMENT TO THIS

22:18EFFORT. IN ADDITION TO THE

22:20WORKGROUP MEETINGS, WHICH WAS

22:21THE PRIMARY FORUM, WE ALSO

22:23FACILITATED SPACE TO COLLECT

22:24INPUT FROM SOME OTHER VOICES TO

22:26BRING AS MUCH INPUT TO INFORM

22:28THE CONVERSATIONS AS WE COULD,

22:29AND THEN ALSO TO INFORM THE

22:31EVENTUAL ACTION PLANS. THOSE

22:34ADDITIONAL INPUT POINTS WERE

22:36ENGAGEMENT WITH AN INTERAGENCY

22:38SUPPORT TEAM. WE MET TWICE WITH

22:40THAT TEAM THAT INCLUDED

22:41FINANCIAL REPRESENTATION FROM

22:43OUR GOVERNMENTAL PARTNERS AT

22:44THE COUNTY METRO PORT OF

22:46PORTLAND, PORTLAND PUBLIC

22:48SCHOOLS AND TRIMET. WE'LL TALK

22:49A LITTLE BIT ABOUT MAYBE SOME

22:51OF THE OUTCOME OF THAT, BUT

22:52REALLY VALUABLE INPUT COMING IN

22:53FROM THERE. ALSO MET TWICE WITH

22:55A GROUP OF CITY LABOR LEADERS

22:57AND SEPARATELY MET TWICE WITH

22:59THE CITY WIDE EQUITY

23:01PRACTITIONERS GROUP, INCLUDING

23:02AN ADDITIONAL SMALLER FOCUS

23:04GROUP OF THOSE MEMBERS, AND

23:06PURSUED SOME ADDITIONAL KIND OF

23:08ONE ON ONE DIALOG WITH

23:09COMMUNITY MEMBERS TO SUPPLEMENT

23:11THAT. AND I EXPECT YOU'LL SEE

23:12INPUT FROM ALL OF THOSE GROUPS

23:14INCORPORATED HERE IN THE

23:15RECOMMENDATIONS AND IN THE

23:16ACTIONS. AS I MENTIONED, THIS

23:20WAS SORT OF EVOLUTIONARY. WE

23:22OPERATED THIS PROCESS FROM A

23:23PLACE OF REALLY ALLOWING THE

23:25WORK GROUP TO DRIVE THE

23:26DIRECTION. THIS WASN'T THE

23:28TRADITIONAL EXERCISE OF SAYING,

23:30HERE'S SOME ADMINISTRATIVE

23:32RECOMMENDATIONS AND GIVE US A

23:33THUMBS UP OR THUMBS DOWN THE

23:35EXPECTATIONS OF THE WORK GROUP

23:38EVOLVED AS THE DISCUSSION

23:40PROGRESSED, WHICH WAS OFTEN

23:41UNCOMFORTABLE AND SOMETIMES

23:42LEFT US A LITTLE BIT UNCLEAR

23:44ABOUT WHERE WE MIGHT END UP.

23:45BUT I THINK WE HAVE ENDED UP AT

23:47A REALLY, REALLY GOOD SPOT. I

23:49THINK THIS WAS AN APPROACH THAT

23:50WAS BOTH UNIQUE BUT ALSO REALLY

23:52HEALTHY, AND AGAIN, KIND OF GOT

23:53US TO A GOOD PLACE HERE OF, OF

23:55BEING OPEN ABOUT RECEIVING THAT

23:57FEEDBACK AND THEN BEING ABLE TO

23:58TRANSLATE THAT INTO, INTO

24:00ACTIONS. AND FOR AWARENESS AND

24:05RECOGNITION. I WANTED TO SHARE

24:06HERE THE SPECIFIC WONDERFUL

24:07HUMANS WHO COMMITTED THEIR

24:09COMMITTED THEIR TIME TO THE

24:10WORKGROUP AND THE

24:11RECOMMENDATIONS. I WON'T GO

24:13THROUGH EVERY, EVERY NAME, BUT

24:14YOU CAN SEE THEM ON THE SCREEN.

24:16AND IF YOU SEE OR KNOW THESE

24:18PEOPLE, PLEASE JOIN ME IN

24:19THANKING THEM FOR STEPPING UP

24:20AND STEPPING IN TO TAKE ON THIS

24:22CHALLENGE. I WANTED TO JUST

24:25FLASH A COUPLE SLIDES UP HERE

24:27QUICKLY ABOUT THE FLOW OF WORK

24:30AND THE KIND OF GENERAL

24:31METHODOLOGY TO GET TO THE

24:33RECOMMENDATIONS. I DON'T WON'T

24:35READ THE DETAILS HERE. YOU CAN

24:36SEE THEM, BUT I DID FEEL IT WAS

24:37IMPORTANT TO KIND OF FLASH THIS

24:39ON, JUST TO PROVIDE SOME

24:40CONTEXT AND GIVE A FLAVOR FOR

24:42HOW THINGS WERE GENERALLY

24:43DISCUSSED, THE TYPES OF TOPICS

24:45THAT CAME UP DURING THOSE THOSE

24:47SEVEN WORKGROUP MEETINGS. I

24:49ALSO THINK IT'S JUST REALLY

24:51VALUABLE TO NOTE THAT THE

24:52WORKGROUP PRETTY QUICKLY

24:54IDENTIFIED THAT THAT FINANCIAL

24:55INSTABILITY IS, IS MAYBE MORE

24:57OF A SYSTEMS ISSUE AND NOT JUST

25:00A MATH PROBLEM. AND SO YOU'LL

25:02SEE THAT PERSPECTIVE REFLECTED

25:03THROUGHOUT HERE. AND THEN AKIN

25:06TO THE PRIOR SLIDE, THIS JUST

25:08PROVIDES A DIFFERENT KIND OF

25:09LENS ON, ON THE FLOW OF THAT

25:11CONVERSATION AND THE KEY TOPICS

25:13THAT WERE ADDRESSED AT EACH OF

25:14THOSE SEVEN WORKGROUP MEETINGS.

25:18ALL RIGHT. SO MOVING ON TO THE

25:20SECOND SECTION OF THE

25:22PRESENTATION, I'M GOING TO

25:22SHARE INFORMATION ABOUT THE

25:24RECOMMENDATIONS THAT CAME OUT

25:25OF THE WORKGROUP EFFORT. AND

25:26AGAIN, THESE ARE REFLECTED IN A

25:2815 OR SO PAGE REPORT THAT'S

25:30THAT'S ALSO AVAILABLE. A FEW

25:32NOTES AS WE BEGIN. THE

25:34RECOMMENDATION REPORT WAS

25:36LARGELY DRAFTED BY NICK

25:37STRATEGIES, WHO PLAYED A REALLY

25:38IMPORTANT ROLE IN HELPING

25:40MANAGE THE MEETINGS, HELPING

25:41GUIDE THE DISCUSSION, ALTHOUGH

25:43OFTEN LETTING THE ROOM DRIVE

25:44THE DISCUSSION AND THEN

25:46INDEPENDENTLY SYNTHESIZING THE

25:47INPUT INTO SUGGESTIONS BACK TO

25:50THE WORKGROUP AND REFINEMENT

25:52INTO THE FINAL REPORT. THESE

25:55ARE NOT RECOMMENDATIONS FROM

25:57THE CFO DIRECTLY. THEY'RE NOT

25:59RECOMMENDATIONS FROM THE CITY

26:01ADMINISTRATION, ALTHOUGH WE ARE

26:03INDEED LARGELY, ALMOST, ALMOST

26:06COMPLETELY IN ALIGNMENT. AND

26:07I'LL HIGHLIGHT A FEW EXAMPLES

26:09AS WE GO THROUGH THAT CLEARLY

26:11ILLUMINATE WHERE I THINK THE

26:12WORKGROUP ADDED DEEP, DEEP

26:13VALUE AND LED TO SUGGESTIONS

26:15THAT LIKELY MAYBE WOULDN'T HAVE

26:16BEEN BROUGHT FORWARD IF NOT FOR

26:18RECEIVING THEIR DIRECTION. AS

26:20PREVIOUSLY MENTIONED, THESE

26:22RECOMMENDATIONS AREN'T

26:23PRIORITIZED. SOMETHING SHOWING

26:24UP FIRST OR SECOND IN THE

26:25DOCUMENT DOESN'T SUGGEST IT HAS

26:26ANY MORE OR LESS IMPORTANCE

26:27THAN SOMETHING AT THE END OF

26:29THE REPORT. AND AND AGAIN, TO

26:31JUST LEAN INTO IT WHILE THERE

26:32WAS GENERAL AGREEMENT IN THE

26:34CONTEXT OF THE RECOMMENDATION

26:36REPORT, NOTHING IN THE

26:38RECOMMENDATION SHOULD BE

26:39INTERPRETED AS INDICATING

26:40CONSENSUS. THERE WAS ABSOLUTELY

26:42DISAGREEMENT AND DIFFERENCES OF

26:43PERSPECTIVE AND OPINION, WHICH

26:45THE WORKGROUP I BELIEVE

26:46ACCEPTED, IS A REALLY HEALTHY

26:48REALITY OF THE COMPLEXITY OF

26:49THIS WORK. I DO THINK THERE'S A

26:52FEW COMMON THEMES THAT SHOW UP

26:53THROUGHOUT AND WILL BE

26:54REFLECTED IN THE ACTIONS AS

26:56WELL. THOSE ARE THE WAY I WOULD

26:58GROUP THOSE IS AROUND IMPROVING

26:59FINANCIAL LITERACY BOTH

27:02CITYWIDE AND WITHIN THE

27:03COMMUNITY. THE CRITICALITY OF

27:05DATA AND COMMUNICATIONS AND

27:06SUPPORT OF BUILDING PUBLIC

27:08TRUST, MAINTAINING NOT JUST AN

27:10OPERATIONAL LENS AS MAYBE WE'RE

27:12USED TO, BUT REALLY LEANING

27:13INTO A COMMUNITY OUTCOME FOCUS,

27:15ENGAGING WITH COMMUNITY AND

27:16FRONTLINE WORKERS, AND VALUING

27:19REGIONAL COORDINATION. SO LET'S

27:21MOVE TO THE RECOMMENDATIONS AT

27:23THE HIGHEST LEVEL. THIS IS HOW

27:25THOSE RECOMMENDATIONS HAVE BEEN

27:27BUCKETED. AND I'LL GO THROUGH

27:28EACH OF THESE INDIVIDUAL LINES

27:30A LITTLE MORE CLOSELY, BUT I

27:33WANTED TO KIND OF BOOKMARK THIS

27:34PAGE AS WE'LL REFERENCE BACK TO

27:36SOME OF THESE CATEGORIES AS WE

27:38GO THROUGH THE RECOMMENDATIONS

27:39AND INTO THE ACTION ITEMS. AND

27:41THEN ALSO JUST PREVIEW THAT,

27:44THAT MANY OF THESE WILL LEAD TO

27:47CONNECT TO ACTIONS THAT ARE

27:48ALREADY IN PROGRESS. AND SO

27:49WE'LL TALK ABOUT THAT WHEN WE

27:51GET TO THAT POINT AS WELL. I

27:53THINK MORE THAN ANYTHING, THESE

27:55RECOMMENDATIONS ARE REALLY

27:57HELPFUL FRAMING OF THE PROBLEMS

27:59AND DESIRED OUTCOMES. SO WE CAN

28:01CONTINUE TO PUTTING PUT PUTTING

28:02ACTIONS IN MOTION. AND I

28:05BELIEVE YOU'LL SEE THAT. I

28:06THINK YOU'LL SEE THESE

28:08RECOMMENDATIONS RESPECTED AND

28:10REFLECTED IN THE PROPOSED WORK.

28:13ADDITIONALLY, EXCUSE ME, YOU

28:14CAN ALREADY SEE VALUE FROM THE

28:16WORKGROUP INPUT AND AT LEAST A

28:17COUPLE OF ITEMS AT THIS HIGH

28:19LEVEL. FOR EXAMPLE, I WOULD

28:21VENTURE EDUCATED GUESS THAT

28:23BIENNIAL BUDGETING AND REGIONAL

28:26COORDINATION PROBABLY WOULDN'T

28:27HAVE HIT THE TOP TEN IN THE

28:29CONVERSATION IF THIS WOULD HAVE

28:30BEEN SOMETHING THAT I

28:31PERSONALLY BROUGHT FORWARD. AND

28:33SO I JUST THINK THOSE ARE KIND

28:35OF OBVIOUS EXAMPLES. WE'LL GO A

28:36LITTLE DEEPER HERE, BUT OBVIOUS

28:37EXAMPLES OF THINGS THAT THESE

28:40WORKGROUP PARTICIPANTS WERE

28:41ABLE TO ELEVATE IN IMPORTANCE

28:43TO EXPLORE. AND SO AGAIN, I

28:44WANT TO HIGHLIGHT, HIGHLIGHT

28:45THAT AND ELEVATE THAT. BEFORE

28:48WE DIG INTO THE DETAILS, I JUST

28:50WANT TO ALSO GIVE A LAST

28:51REMINDER THAT I AM NOT FOR WITH

28:53REGARD TO THE WORKGROUP

28:54RECOMMENDATIONS, I'M NOT

28:56EDITORIALIZING OR MODIFYING THE

28:58INFORMATION. I'M SIMPLY

28:59REPORTING OUT ON THE CONTENT IN

29:01THE REPORT TO FRAME UP THE MORE

29:03SPECIFIC POTENTIAL ACTIONS THAT

29:04WILL FLOW FROM THESE. SO LET'S

29:07GO. THE FIRST RECOMMENDATION IS

29:12AROUND WITHIN THE BUCKET OF

29:13FINANCIAL STRATEGY. AND

29:15DISCIPLINE IS AROUND DEVELOPING

29:16A MORE STABLE, SUFFICIENT AND

29:18EQUITABLE REVENUE STRATEGY.

29:20MUCH OF THE ENERGY AROUND THIS

29:21AREA RELATED TO LOOKING FOR

29:24DURABLE AND LESS VOLATILE

29:25REVENUE STREAMS, BUT ALSO

29:27EXPANDING ADDITIONAL

29:29FLEXIBILITY WITHIN ADDITIONAL

29:30WITHIN EXISTING REVENUE STREAMS.

29:32THERE IS RECOGNITION THAT FOR

29:33ANY REVENUE THE CITY COLLECTS,

29:35SOMEBODY DOWN THE LINE

29:36ULTIMATELY HAS TO PROVIDE THAT

29:38REVENUE, WHETHER DIRECTLY OR

29:39INDIRECTLY. THERE WAS ROBUST

29:41CONVERSATION ABOUT AVOIDING

29:42REGRESSIVE IMPACTS AND BEING

29:44MINDFUL OF WHERE CHANGES IN

29:45REVENUE SOURCES MAY HAVE

29:47IMPACTS THAT ARE

29:48DISPROPORTIONATE TO THE

29:48RESOURCE AVAILABILITY OF PAYERS,

29:51INCLUDING PASS THROUGH IMPACTS.

29:53I'D ALSO NOTE THAT THE

29:54WORKGROUP'S RECOGNITION THAT

29:56ALSO NOTE THE WORKGROUPS

29:57RECOGNITION THAT THE CITY HAS A

29:58LEGACY, AND INDEED A HABIT THAT

30:00WE'RE STILL TRYING TO BREAK OF

30:01MORE SILOED THINKING AROUND

30:03REVENUES, WHERE ONE REVENUE

30:04STREAM MAY CHANGE IN ISOLATION

30:06WITHOUT ADEQUATELY CONNECTING

30:07TO THE IMPACTS OF OTHER OF

30:09OTHER COSTS OR COMMUNITY INCOME

30:12REALITIES. THE SECOND

30:15RECOMMENDATION AREA IS TO

30:17REORIENT FINANCIAL POLICIES

30:19TOWARD LONG TERM SUSTAINABILITY.

30:21MANY OF THE CITY'S FINANCIAL

30:22POLICIES ARE IN NEED OF A

30:23REFRESH TO ALIGN, TO POST

30:25CHARTER, CHANGE EXPECTATIONS,

30:26AND TO BE MORE RESPONSIVE TO

30:28RECENT CHANGES IN ECONOMIC

30:30CONDITIONS. IN PARTICULAR, THE

30:31GROUP IDENTIFIED A NEED TO LOOK

30:32WITH FRESH EYES ON POLICIES

30:34AROUND RESERVES, USE OF ONE

30:36TIME RESOURCES, TRANSFERS, SET

30:38ASIDES AND FUND BALANCES. THE

30:41WORKGROUP ALSO RECOMMENDED

30:42ENHANCING POLICIES THAT MAY BE

30:43OPEN FOR VARIABLE

30:45INTERPRETATION AND THOSE THAT

30:46RESULT IN FREQUENT EXCEPTIONS

30:49OR NONCOMPLIANCE. IN ADDITION

30:50TO POLICY DEVELOPMENT ITSELF,

30:51IT WAS SUGGESTED THAT THE CITY

30:53EXPLORE WAYS TO BE MORE

30:54ACCOUNTABLE FOR ENSURING

30:55AWARENESS THAT THESE POLICIES

30:57EXIST AND WHY THEY SHOULD BE

30:58FOLLOWED. AND AGAIN, I'M A LOT

31:02MORE DETAIL ON THIS SLIDE THAN

31:04I'M GOING THROUGH HERE QUICKLY

31:05SO WE CAN COME BACK IF THERE'S

31:07QUESTIONS ABOUT THIS NEXT

31:10SECTION WAS RELATED TO BIENNIAL

31:12BUDGETING. THE RECOMMENDATION

31:13HERE WAS TO ADOPT BIENNIAL

31:15BUDGETING. AND WHILE THERE WAS

31:16SOME DISAGREEMENT ABOUT THE

31:18DETAILS AND POTENTIAL PROS AND

31:19CONS THAT MIGHT EXIST WITHIN A

31:22PATHWAY TOWARDS BIENNIAL

31:23BUDGETING, THERE WERE STRONG

31:25OPINION THAT SHIFTING TO A TWO

31:26YEAR CYCLE COULD AVOID

31:28SURPRISES, INCREASE

31:30PREDICTABILITY AND STRENGTHEN

31:31FINANCIAL PLANNING AND

31:33COORDINATION. ALSO, RECOGNITION

31:34THAT THAT'S A HEAVY LIFT. AND

31:36SO IT'S PROBABLY NOT GOING TO

31:37BE A FLIP, A SWITCH KIND OF A

31:39MOMENT. AND AGAIN, WE'LL SEE

31:40THAT REFLECTED IN THE ACTIONS.

31:42IN ADDITION, THE WORKGROUP

31:43ACKNOWLEDGED HERE THE NEED TO

31:44INCREASE INVOLVEMENT OF

31:45FRONTLINE WORKERS, IMPROVE

31:47EQUITY ANALYSIS AND FINANCIAL

31:49ANALYSIS INTO THE BUDGET

31:50PROCESS, ALL OF WHICH, FRANKLY,

31:51ARE THINGS WE SHOULD DO

31:52REGARDLESS OF WHETHER WE SHIFT

31:54TO A BIENNIAL CYCLE OR NOT. THE

31:58SECOND PRIMARY BUCKET HERE

32:01DECISION, SUPPORT AND

32:02GOVERNANCE. THE FIRST

32:03RECOMMENDATION WITHIN THAT

32:03BUCKET IS TO DEFINE CORE

32:06SERVICES AND ESTABLISH SERVICE

32:08EXPECTATIONS. THIS

32:09RECOMMENDATION WAS ROOTED IN

32:10THE GENERAL IDEA THAT IT'S

32:12DIFFICULT FOR THE PUBLIC AND

32:13FOR CITY DECISION MAKERS TO

32:15DECIDE AND COMMUNICATE BUDGET

32:16VALUES WITHOUT CLEAR

32:17UNDERSTANDING OF SERVICE

32:19PRIORITIES OR EXPECTED OUTCOMES.

32:21THE WORKGROUP IDENTIFIED SOME

32:23KEY CONSIDERATIONS, SUCH AS

32:24LEGAL REQUIREMENTS, I.E. WHAT

32:26ARE WE MANDATED TO PERFORM BY

32:28CHARTER OR STATUTE, WHAT ARE

32:29THE CITY'S PRIORITIES OR OTHER

32:31FORMAL COMMITMENTS? WHAT ARE

32:32THE ACTUAL NEEDS OF PORTLANDERS,

32:34AND WHAT ROLE CAN NON CITY

32:36PARTNERS, I.E. OTHER LOCAL

32:38GOVERNMENTS, NONPROFITS OR

32:39PRIVATE PARTNERS PLAY IN

32:41SUPPORTING SERVICE DELIVERY IN

32:43EXISTING. IN ADDITION TO

32:45EVALUATING EXISTING PROGRAMS

32:46AND COMMITMENTS, SUGGESTIONS IN

32:47THIS AREA WERE AROUND

32:49ESTABLISHING FORMAL SERVICE

32:50LEVEL EXPECTATIONS AND

32:52PERFORMANCE MEASURES, AND

32:53CLEARLY COMMUNICATING THE

32:55COMMITMENTS AND TRADE OFFS OF

32:56THE CHOICES THE CITY MAKES WITH

32:57REGARD TO SERVICE DELIVERY. THE

33:00NEXT RECOMMENDATION IS TO

33:02ENSURE CITYWIDE FINANCIAL DATA

33:04RELIABILITY AND VISIBILITY,

33:05WHICH CENTERED ON ENSURING THAT

33:07INFORMATION ABOUT FINANCIAL

33:09REALITIES IS ADEQUATELY

33:10ASSESSED AND COMMUNICATED.

33:12IMPORTANT CONSIDERATIONS HERE

33:13WERE TO IMPROVE INPUTS AND

33:15OUTPUTS RELATED TO EQUITY

33:16IMPACTS AND POTENTIAL

33:18DIFFERENCES OF IMPACTS AT A

33:19MORE MICRO, LOCALIZED OR

33:21NEIGHBORHOOD LEVEL. MORE

33:23SPECIFIC SUGGESTIONS RELATED TO

33:24FORMALIZING A SINGLE POINT OF

33:26INFORMATION FOR FINANCIAL TRUTH.

33:28IMPROVING FINANCIAL AND REVENUE

33:29IMPACT ASSESSMENTS, AND

33:31EMPHASIZING CLEAR PUBLIC

33:33COMMUNICATIONS THAT BALANCE

33:34APPROPRIATE DETAIL WITH

33:35ACCESSIBILITY AND EASE OF

33:37UNDERSTANDING. AND THE THIRD

33:39RECOMMENDATION WITHIN DECISION,

33:40SUPPORT AND GOVERNANCE IS TO

33:42STRENGTHEN COUNCIL'S DECISION

33:43MAKING SUPPORT AS A GOVERNING

33:45BODY. THE PRIMARY OBJECTIVE OF

33:46THIS RECOMMENDATION IS TO

33:48ENSURE COUNCILORS AND COUNCIL

33:49OFFICES HAVE ADEQUATE ACCESS TO

33:51INFORMATION, AND ALSO HAVE

33:53SHARED UNDERSTANDING OF HOW TO

33:54USE AND INTERPRET THAT

33:55INFORMATION. THE GROUP

33:57SUGGESTED THAT PERHAPS THERE'S

33:58A MODEL WHERE COUNCIL OFFICES

33:59CAN MORE INTENTIONALLY SHARE

34:01ANALYTICAL RESOURCES, RATHER

34:02THAN DIVIDING THOSE RESOURCES

34:04AMONG MULTIPLE OFFICES.

34:05ADDITIONALLY, THIS AREA AGAIN

34:07EMPHASIZED THE POTENTIAL VALUE

34:08OF HAVING DISTRICT LEVEL

34:09FINANCIAL ANALYSIS ALONG THE

34:12CITYWIDE IMPACT ASSESSMENT. THE

34:16THIRD GENERAL ISSUE AREA IS

34:18REGIONAL COORDINATION AND

34:19ADVOCACY. THE TWO

34:21RECOMMENDATIONS WITHIN THIS

34:22AREA WERE AROUND THE THREE

34:25GENERAL CONCEPTS. ONE IS THAT

34:27THERE CAN BE CONFUSION AND

34:28MISINFORMATION ABOUT WHICH

34:29GOVERNMENT ENTITY PROVIDES

34:31WHICH SERVICE. TWO IS THAT WHEN

34:33GOVERNMENTS ARE NOT IN

34:34COORDINATION AND COOPERATION,

34:35THERE CAN BE OVERLAP OR GAPS IN

34:37SERVICE. AND THREE IS THAT

34:39REGARDLESS OF THE QUESTIONS OF

34:40SERVICE, REGIONAL DECISION

34:41MAKING AND ADVOCACY COULD BE

34:43STRENGTHENED BY IMPROVED

34:45INTENTIONAL AND STRATEGIC

34:46COLLABORATION. THE FIRST

34:48RECOMMENDATION IN THIS THIRD

34:50CATEGORY AROUND REGIONAL

34:52COORDINATION IS TO COORDINATE

34:53REGIONAL SERVICE DELIVERY AND

34:54FISCAL STRATEGY, AND YOU CAN

34:56SEE LISTED ON THE SLIDE THE

34:57SPECIFIC AREA, THE AREAS THE

34:59WORKGROUP RECOMMENDS FOR

35:00COLLABORATION, AND NOTING ALSO

35:02THE RECOMMENDATION THAT THE

35:03CITY TAKE A LEADERSHIP ROLE IN

35:05ORGANIZING THOSE EFFORTS. THE

35:07WORKGROUP ALSO CALLED OUT THE

35:08IMPORTANCE OF INVOLVING

35:10COMMUNITY IN THE CONVERSATION,

35:11AS WELL AS LOOKING TO

35:12COLLECTIVELY STREAMLINE

35:13OPPORTUNITIES FOR EFFICIENT

35:15COORDINATION BETWEEN COMMUNITY

35:16PARTNERS AND INTERGOVERNMENTAL

35:19PARTNERS. AND THEN THE SECOND

35:21FLAVOR OF RECOMMENDATION HERE

35:23IS TO LEAD ADVOCACY FOR STATE

35:25FISCAL REFORM, SPECIFICALLY

35:28AROUND REVENUES. THIS

35:29RECOMMENDATION RECOGNIZES THAT

35:31MANY OF THE CHALLENGES THAT

35:32LIMIT OUR ABILITY TO GROW

35:33REVENUE STREAMS OR INCREASE

35:35FLEXIBILITY OF REVENUE STREAMS

35:37IS NOT ISOLATED TO THE CITY AND

35:38SIMILARLY IMPACTS REGIONAL

35:40PARTNERS. IN PARTICULAR, THE

35:42WORKGROUP DISCUSSED THE

35:42STATEWIDE IMPACTS OF PROPERTY

35:44TAX LIMITATIONS, MEASURES FIVE

35:46AND 50, AND OTHER STATE FISCAL

35:48POLICIES THAT IMPACT THE CITY'S

35:49FINANCES EITHER DIRECTLY OR

35:52INDIRECTLY, AND THE FINAL AREA

35:55AND RECOMMENDATION WAS TO

35:57REDUCE ADMINISTRATIVE BURDEN

35:58AND IMPROVE OPERATIONAL

36:00EFFECTIVENESS. THIS AREA

36:02INCLUDES A BIT MORE OF THE

36:03TECHNICAL RECOMMENDATIONS,

36:04INCLUDING REVIEW OF RULES AND

36:06SYSTEMS FOR EFFICIENCY

36:07IMPROVEMENTS, REVIEWING SPAN OF

36:09CONTROL, ASSESSING CONTRACTS

36:10AND CONTRACTORS, AND INVOLVING

36:12FRONTLINE WORKERS, ALL OF WHICH

36:14ARE THINGS THAT ARE CURRENTLY

36:15BEING PRIORITIZED. AS WE'LL SEE

36:17IN THE ACTIONS. SO AS WE WRAP

36:20UP THE WORKGROUP

36:21RECOMMENDATIONS, I WANTED TO

36:22ALSO NOTE THAT THE WORKGROUP

36:24DID ALSO IDENTIFY SOME REALLY

36:26IMPORTANT SPECIFIC ISSUES FOR

36:28FURTHER ANALYSIS. AND SO THESE

36:31HAVE BEEN CONSIDERED. I THINK

36:32YOU'LL SEE THESE QUESTIONS

36:34REFLECTED IN THE UPCOMING

36:35IMPLEMENTATION ACTIONS AND

36:36OTHER FOLLOW UP ITEMS. BUT

36:38CERTAINLY THESE ARE NOT THE

36:41FINAL ANSWERS TO THE QUESTIONS,

36:42BUT WANTED TO BE TRANSPARENT

36:45ABOUT THE QUESTIONS THAT WERE

36:46KIND OF LEFT HERE IN THE

36:47WORKGROUP REPORT. AND THEN

36:50LASTLY, THERE WERE A HANDFUL OF

36:54IMPLEMENTATION CONSIDERATIONS.

36:55AND SO AGAIN, THESE ARE THINGS

36:56THAT I'VE ATTEMPTED TO START TO

36:59SEED AND REFLECT IN THE ACTIONS.

37:02BUT JUST NOTE THERE'S A WHOLE

37:03PAGE OF IMPORTANT QUESTIONS

37:05IDENTIFIED FOR CONSIDERATIONS

37:07IN THE REPORT. AND SO I WANTED

37:09TO HIGHLIGHT THAT. ALL RIGHT.

37:15SO I THINK I'M ROCKING AND

37:16ROLLING THROUGH THIS AND

37:17STAYING AHEAD OF SCHEDULE. SO

37:18THIS WILL BE WONDERFUL. I'M

37:19GOING TO TAKE A SECOND TO DRINK

37:21SOME WATER. THANK YOU. ALL

37:23RIGHT. SO MOVING TO. THE PART

37:29OF THE PRESENTATION THAT I

37:30THINK WILL BE OF GREATEST

37:32INTEREST, WHICH IS MOVING FROM

37:34THE RECOMMENDATIONS TO SPECIFIC

37:36IMPLEMENTATION ACTIONS. WHAT

37:38I'LL PRESENT OVER THE NEXT 15

37:39OR SO SLIDES ARE POTENTIAL

37:42ACTIONS. AGAIN, FROM MY

37:44PERSPECTIVE AS CHIEF FINANCIAL

37:45OFFICER, AND I'VE ATTEMPTED TO

37:46TRANSLATE THESE DIRECTLY FROM

37:48THE RECOMMENDATIONS AS WRITTEN

37:50FROM THE BROADER WORKGROUP

37:52CONVERSATIONS AND FROM INPUT

37:53THAT I RECEIVED FROM OUTSIDE

37:54THE WORKGROUP, INCLUDING

37:56INTERGOVERNMENTAL PARTNERS,

37:57LABOR EQUITY PARTNERS, AND

37:59OTHERS. I'LL ALSO HAVE A COUPLE

38:02SLIDES HERE THAT ARE ACTIONS

38:04THAT I THINK ARE OF CRITICAL

38:05IMPORTANCE, BUT THERE WERE

38:06MAYBE NOT AS DIRECTLY REFLECTED

38:08IN THE WORKGROUP REPORT. AND SO

38:10WE WANT TO FOLD THOSE IN AS

38:11WELL. I CERTAINLY EXPECT THERE

38:13WILL BE OTHER PERSPECTIVES THAT

38:14SUPPLEMENT OR MODIFY THESE

38:16SUGGESTIONS, INCLUDING HEARING

38:17FROM COUNSEL TODAY.

38:20>> CFO BIERY ARE YOU GOING TO

38:21GIVE US THE COLOR CODE ON THIS

38:23ONE?

38:23>> I WILL GIVE YOU A COLOR CODE.

38:25YEP. THANK YOU FOR THANK YOU

38:27FOR THAT. YOUR YOUR THREE

38:28SENTENCES AHEAD OF ME. THANK

38:29YOU COUNSELOR. SO FOR EACH OF

38:31THE FOLLOWING SLIDES, JUST TO

38:33SET UP WHAT, WHAT WE'RE KIND OF

38:35GOING TO DO HERE IS I'VE

38:36ATTEMPTED TO IDENTIFY WITHIN

38:37EACH OF THE RECOMMENDATION

38:39BUCKETS FOR EACH ACTION, A

38:41POTENTIAL TIMELINE, WHO I THINK

38:43WILL BE BEST TO LEAD THE EFFORT.

38:44AND ONE OR MORE KEY SUPPORTERS

38:46ALSO WANT TO JUST ACKNOWLEDGE

38:48IT'S SORT OF ASSUMED THAT, WELL,

38:49IT IS ASSUMED THAT COUNCIL HAS

38:51THE ULTIMATE DECISION MAKING

38:53AUTHORITY, AND IT'S ASSUMED

38:54THAT FOLKS LIKE THE CITY

38:56ADMINISTRATOR, MYSELF AS CFO,

38:59COMMUNICATIONS SUPPORT,

39:01COMMUNITY ENGAGEMENT, EQUITY

39:03SUPPORT THOSE WILL OVERLAY ALL

39:06OR NEARLY ALL OF THE ITEMS. BUT,

39:08BUT WE'RE REALLY JUST LOOKING

39:09TO CALL OUT HERE WHERE THERE'S

39:10SPECIFIC CONNECTIVITY OR DIRECT

39:13PARTICIPATION IN ACTION IS

39:14LIKELY TO BE NEEDED. I ALSO SAY

39:17THESE ACTIONS HAVE BEEN

39:18DEVELOPED WITH AN INTENTION OF

39:19BEING SORT OF UNIVERSALLY GOOD,

39:22BY WHICH I MEAN THAT THEY'RE

39:23ACTIONS THAT I BELIEVE ARE GOOD

39:25AND VALUABLE FOR. FOR COUNCIL,

39:28FOR THE NEARLY 8000 CITY

39:30EMPLOYEES ON THE OPERATIONAL

39:31AND ADMINISTRATIVE SIDE, FROM

39:32TOP TO BOTTOM, AND ULTIMATELY

39:34FOR THE PORTLANDERS THAT WE ALL

39:36SERVE. TO YOUR QUESTION,

39:38COUNCILOR, I'VE ATTEMPTED TO

39:39ADD SOME COLOR DOTS TO INDICATE

39:41KIND OF HOW IMPLEMENTABLE I

39:43THINK AN ITEM MAY BE. THESE ARE

39:44NOT TO INDICATE A THUMBS UP OR

39:46A THUMBS DOWN JUDGMENT, BUT

39:48REALLY MORE AS A GUIDEPOST TO

39:49HELP INFORM POTENTIAL

39:51IMPLEMENTATION STRATEGY. SO AS

39:53WE GO THROUGH THESE, A GREEN

39:55DOT IS REFLECTS AN ACTION THAT

39:57TO ME SEEMS FAIRLY CLEAR AND

39:59READY TO GO A YELLOW DOT, OR IS

40:02REFLECTIVE OF SOMETHING THAT

40:03MAYBE THERE'S SOME OUTSTANDING

40:04QUESTIONS, SOME EXPECTED

40:06CHALLENGES, OR WE NEED TO DO A

40:07LITTLE BIT MORE DUE DILIGENCE.

40:09ORANGE DOTS ARE THINGS THAT I

40:10THINK WILL BE VERY CHALLENGING.

40:11AND SO WE'LL SEE A FEW OF THOSE,

40:13NOT MANY, BUT A FEW. AND THEN

40:15THERE'S A FEW THAT ARE KIND OF

40:17CLEAR OR BLANK. AND THOSE ARE

40:18INTENDED TO SIGNIFY AREAS WHERE

40:20I THINK JUST NEED SOME

40:22ADDITIONAL SPECIFIC DIRECTION

40:23FROM COUNCIL OR OTHERS IN ORDER

40:25TO REALLY IDENTIFY A COURSE OF

40:27ACTION IN SOME OF THE DETAILS

40:29AROUND TIMELINE AND

40:29RESPONSIBILITY. SO AGAIN, I'LL

40:31WALK THROUGH EACH, EACH SET OF

40:33RECOMMENDED ACTIONS WITHIN A

40:35RECOMMENDATION AREA, AND THEN

40:37WE'LL COME BACK AFTER THAT. AND

40:39I WANT TO SUMMARIZE ALL OF THAT

40:41INTO A MORE STRATEGIC FASHION

40:43WITH ITEMS SUGGESTED FOR

40:44IMMEDIATE ACTION, FUTURE ACTION,

40:47OUTSTANDING QUESTIONS. AND

40:48AGAIN, AS WE DID WITH

40:50RECOMMENDATIONS, DON'T EXPECT

40:51TO GO THROUGH EVERY SINGLE ITEM

40:53IN GREAT DETAIL. YOU KNOW, WE

40:54ARE SHORT CUTTING FOR THE

40:56PRESENTATION. THEY ONLY HAVE A

40:58SENTENCE OR TWO, MAYBE A PHRASE.

41:00AND SO THERE'S A LOT MORE

41:01PROBABLY UNDER THE HOOD THAT WE

41:02CAN UNPACK, BUT WANT TO GET

41:04THROUGH AS QUICKLY AS WE CAN

41:05HERE IN THE FIRST HALF OF THIS

41:07MEETING. ALL RIGHT, ITEM ONE.

41:12SO THIS IS WITHIN THE FIRST

41:14BUCKET. DEVELOP A MORE STABLE,

41:16SUFFICIENT AND EQUITABLE

41:17REVENUE STRATEGY. THE FIRST

41:18ITEM HERE IS PROVIDE EDUCATION

41:21OF FINANCIAL FACTS AND REGULAR

41:22COUNCIL UPDATES. THIS IS

41:25LARGELY IN DEVELOPMENT AND

41:27UNDER CURRENT WORK IN PROGRESS.

41:29FOR EXAMPLE, WE'RE CURRENTLY

41:31ENHANCING INFORMATION GATHERING

41:32AND OUR ABILITY TO REPORT OUT

41:34ON CONTINGENCIES, RESERVES AND

41:35FUND BALANCES. AND WE'VE

41:37RECENTLY HAD A SEPARATE WORK

41:38SESSION TO DISCUSS CONTINUED

41:39MAJOR IMPROVEMENTS TO BUDGET

41:41PROCESSES. BUT IT WOULD BE

41:43VALUABLE FOR SURE TO HAVE

41:44FEEDBACK FROM COUNCIL ON

41:46PREFERRED FORMATS, FORUMS,

41:47CADENCE, ETC. IF WE DO WISH TO

41:50FORMALIZE ADDITIONAL ONGOING

41:51REPORTING STRUCTURES. ITEM TWO

41:54IS TO PREPARE A REPORT

41:56REGARDING CURRENT REVENUE

41:57SOURCES. SOME AMOUNT OF UPDATED

41:59REVENUE REPORTING IS ALREADY IN

42:02PROGRESS. WE'RE IMPROVING OUR

42:03REVENUE FORECAST,

42:04COMMUNICATIONS AND OTHER

42:05INFORMATION IMPROVEMENTS IN THE

42:06CONTEXT OF BUDGET PLANNING,

42:08WORK SESSIONS, BUDGET

42:10DEVELOPMENT, ETC. BUT THIS

42:12SPECIFIC ACTION WOULD BE TO

42:13PRODUCE A FORMAL REPORT WITH A

42:15STANDARD AND CONSISTENT SET OF

42:17MEASURES AND TRADE OFF

42:19CONSIDERATIONS THAT ASSESSES

42:20MAJOR CURRENT CITY REVENUE

42:21STREAMS, INCLUDING THINGS LIKE

42:24FEES AND CHARGES WITHIN ASSETS

42:26RELATED TO ECONOMIC DEVELOPMENT,

42:29OTHER FEES OR FUNDS THAT

42:30SOMETIMES MIGHT FLY A BIT

42:31UNDERNEATH UNDER THE RADAR.

42:34ITEM THREE WOULD TAKE THAT A

42:35STEP FURTHER TO LOOK AT

42:37PROSPECTIVE REVENUE STREAMS AND

42:40THE NOTE. OUR ABILITY TO

42:42EXECUTE THAT ACTION WILL

42:43LARGELY DEPEND ON WORKING WITH

42:44COUNCIL TO IDENTIFY WHICH

42:46REVENUE STREAMS SHOULD BE

42:47INCLUDED IN THAT ASSESSMENT. SO

42:49THIS IS ON A SOMEWHAT DIFFERENT

42:51TIMELINE WITH THE CURRENT

42:52REVENUE CURRENT REVENUE

42:55ASSESSMENT COMING FIRST, AND

42:56THEN THE PROSPECTIVE REVENUE

42:58REPORT COMING SOMEWHAT LATER,

42:59BUT HOPEFULLY USING A

43:02CONSISTENT FORMAT AND. ET

43:03CETERA. AND THEN THE LAST

43:05POTENTIAL ACTION HERE IS A

43:06LITTLE LESS CLEAR AS TO HOW TO

43:08PROCEED. ERGO THE CLEAR DOT.

43:10BUT THIS ACTION COULD BE TO

43:12DEVELOP AN ACTUAL POLICY OR

43:14FORMAL GUIDANCE DOCUMENT THAT

43:15FRAMES THE DESIRED STRUCTURE,

43:18CHARACTERISTICS AND UTILIZATION

43:19GOALS AROUND CITY REVENUE

43:21STREAMS. IT'S POTENTIALLY A

43:23PRETTY, PRETTY THORNY PATH. I'M

43:24SURE THAT'LL BE A ROBUST

43:26DISCUSSION, BUT ONE THAT

43:27PERHAPS COULD BE PURSUED. ALL

43:30RIGHT. MOVING QUICKLY ALONG,

43:33THE SECOND SET OF ACTIONS IS

43:36AROUND FINANCIAL POLICIES. ITEM

43:38ONE IS TO IMPROVE EDUCATION AND

43:41EDUCATION OF AND COMPLIANCE

43:42WITH CURRENT FINANCIAL POLICIES

43:44AND PRACTICES. SO WE BEGIN HERE

43:46WITH ANOTHER EDUCATION FOCUSED

43:48ITEM, WHICH IS REALLY TO ENSURE

43:50THAT STAKEHOLDERS ACROSS THE

43:52ORGANIZATION HAVE GREATER

43:54AWARENESS AND CLEARER

43:55UNDERSTANDING OF EXISTING

43:56FINANCIAL POLICIES. FRANKLY,

43:58OVER THE LAST FEW YEARS, AS

44:00WE'VE BEEN SCRAMBLING TO JUST

44:02MAINTAIN BASIC FUNCTIONALITY

44:03AND WE'VE BEEN EXPERIENCING

44:05SIGNIFICANT STAFF TURNOVER,

44:07WE'VE LOST SOME OF THAT

44:08HISTORICAL UNDERSTANDING OF THE

44:09WHATS AND WHEREFORES OF

44:11FINANCIAL POLICY, IN ADDITION

44:13TO ELEVATING EDUCATION ABOUT

44:15THE POLICIES, WE SHOULD

44:16CONSIDER WHAT ENHANCEMENTS MAY

44:18BE VIABLE TO IMPROVE

44:19EXPECTATIONS AND ACCOUNTABILITY

44:20FOR ACTUALLY FOLLOWING THOSE

44:22POLICIES. THEN ITEMS TWO, THREE,

44:26AND FIVE. THE GREEN DOTS HERE

44:28ON THIS PAGE ARE ALL PRETTY

44:29CLOSELY RELATED, BUT DIVIDED UP

44:31TO DIFFERENTIATE A FEW

44:32IMPORTANT DETAILS. I EXPECT

44:34THAT ITEMS TWO AND THREE, WHICH

44:35ARE UPDATING FINANCIAL POLICIES

44:37AND CREATING POTENTIAL NEW

44:39POLICIES, WOULD TRAVEL TOGETHER,

44:40AND I WOULD HOPE TO BRING BACK

44:42THAT FIRST PACKAGE OF POLICY

44:43CHANGE IN EARLY 2027 IN ADVANCE

44:46OF NEXT YEAR'S BUDGET

44:48CONVERSATIONS. EXAMPLES OF

44:49CRITICAL UPDATES HERE MIGHT

44:50INCLUDE UPDATES TO THINGS LIKE

44:53FIN 2.03 AROUND FINANCIAL

44:55PLANNING, 2.04 AROUND BUDGET

44:57PROCESS, 2.07 AROUND RESERVE

45:00FUNDS, AND THINGS LIKE CLEANING

45:01UP LEGACY REFERENCES TO THE OLD

45:04OFFICE OF MANAGEMENT AND

45:05FINANCE, OR OTHER

45:08INCONSISTENCIES OR LANGUAGE

45:09THAT'S INCONSISTENT WITH OUR

45:10CURRENT ALIGNMENT. EXAMPLES OF

45:12NEW POLICIES MIGHT INCLUDE

45:14THINGS LIKE CREATING NEW FUND

45:16SPECIFIC RESERVES MIGHT INCLUDE

45:19FORECASTING SPECIFIC POLICY

45:21DETAILS AROUND FUND MANAGEMENT

45:23RESPONSIBILITIES, OR OTHER HIGH

45:24PRIORITY ITEMS WE MIGHT

45:26IDENTIFY. AND THEN THE SECOND

45:29PHASE, ITEM FIVE. THE SECOND

45:30PHASE OF THOSE POLICY UPDATES

45:31WOULD INCLUDE THINGS THAT ARE

45:32GOING TO BE MUCH MORE

45:34COMPLICATED TO PIN DOWN. THAT

45:35MIGHT INCLUDE THINGS LIKE

45:36PULLING ASSET MANAGEMENT OUT

45:38INTO ITS OWN POLICY ITEM, MIGHT

45:40INCLUDE THINGS LIKE COST

45:42ALLOCATION AND GENERAL FUND

45:43OVERHEAD, OR OTHER OTHER ITEMS

45:46THAT REQUIRE A LOT MORE DIALOG

45:47THAN WE EXPECT TO HAVE SPACE

45:49FOR OVER THE NEXT FEW MONTHS.

45:51EXCUSE ME. AND THEN THE FOURTH

45:53THE FOURTH ITEM IS TO KIND OF

45:56GOING OUT OVER HERE ON THIS ONE.

45:58BUT FOURTH ITEM IS TO PERFORM A

46:00COMPREHENSIVE EVALUATION OF ONE

46:01TIME FUNDING, INCLUDING

46:02PROGRAMS AND PILOTS. AND REALLY

46:04THE GOAL WOULD BE TO ASSIST

46:05WITH CLARITY OF INFORMATION AND

46:06DECISION MAKING ABOUT WHAT

46:08MIGHT CONTINUE AS ONE TIME

46:10FUNDED VERSUS LOOKING TO SHIFT

46:11TO SOMETHING THAT'S NOT ONE

46:13TIME FUNDED, ONGOING, OR

46:16SOMETHING THAT SHOULD BE

46:17PRIORITIZED. AND AGAIN, HOPING

46:19TO EXECUTE THAT BEFORE IN

46:21ALIGNMENT WITH BUDGET

46:23CONVERSATIONS. THE NEXT ONE

46:27SECTION UNDER UNDER FINANCIAL

46:28STRATEGY AND DISCIPLINE ALIGNS

46:31TO THE RECOMMENDATION AROUND

46:32BIANNUAL BUDGETING. AND I WILL

46:36EDITORIALIZE A LITTLE HERE. I

46:37HAVE SOME PERSONAL SKEPTICISM

46:39ABOUT WHETHER BIANNUAL

46:41BUDGETING CAN RESULT IN

46:42MEANINGFUL IMPROVEMENT TO

46:44FUNDAMENTAL STABILIZATION OF

46:46THE CITY, BUT THERE IS

46:48CERTAINLY STRONG PASSION ABOUT

46:50EXPLORING THE POSSIBILITY, AND

46:51THESE ACTIONS RESPECT AND

46:53ACKNOWLEDGE THAT SUGGESTION.

46:54AND I CERTAINLY DON'T DISAGREE

46:55WITH WITH DOING THE ANALYSIS.

46:58SO THE FIRST TWO

47:00RECOMMENDATIONS RELATE TO TO

47:02BIENNIAL BUDGETING,

47:03SPECIFICALLY, THE INITIAL

47:05ACTION WOULD BE TO UNDERTAKE A

47:08FEASIBILITY AND READINESS

47:09ASSESSMENT, WHICH WOULD EXAMINE

47:10THINGS LIKE POTENTIAL CHARTER

47:12AND LEGAL PROVISIONS, READINESS

47:14OF THE CITY'S CURRENT

47:15TECHNOLOGY AND HUMAN SYSTEMS TO

47:17SUPPORT THAT SWITCH, COUNSEL

47:19AND PUBLIC ENGAGEMENT

47:21EXPECTATIONS AROUND A TWO YEAR

47:22TIMELINE AND OTHER TIMELINE AND

47:25OPERATIONAL CONSIDERATIONS THAT

47:27WOULD NEED TO BE EXAMINED IN

47:30ORDER TO INFORM A POTENTIAL

47:31DECISION TO PIVOT TO THAT

47:33PATHWAY OR NOT. I THINK HERE WE

47:36SEE THE FIRST APPEARANCE OF AN

47:37ORANGE DOT. IT'S NOT RED

47:38BECAUSE IT'S NOT IMPOSSIBLE,

47:40BUT BUT ORANGE AND PRIORITIZING

47:42AND IMPLEMENTING BIENNIAL

47:44BUDGETING. OBVIOUSLY, ANY

47:46FUTURE DECISION WOULD NEED TO

47:47BE BASED UPON THAT READINESS

47:49ASSESSMENT. AND SO THAT WOULD

47:50BE OF SOMEWHAT UNCERTAIN TIMING

47:51UNTIL WE CAN DO THAT WORK. AND

47:53SO THAT'S WHY THAT'S IDENTIFIED

47:55AS A AS AN ORANGE DOT HERE. AND

47:57THEN THE LAST ITEM ON THIS

47:59SLIDE IS IMPROVING

48:01ORGANIZATIONAL STRUCTURE AND

48:02ALIGNMENT FOR FORECASTING. THIS

48:04IS ON THE FRONT EDGE OF BEING

48:06IN MOTION. AND IT'S SOMETHING

48:07WE CAN AND PROBABLY SHOULD DO.

48:10THIS WORK WOULD LIKELY NEED TO

48:11OCCUR OVER MULTIPLE YEARS SO WE

48:13CAN DEFINE APPROPRIATE

48:14PRACTICES AND EXPECTATIONS,

48:15ESTABLISH COMMUNICATION AND

48:18IDENTIFY PATHWAYS FOR FOR

48:20COMMUNICATING AND SHARING

48:21INFORMATION THAT ALIGN TO

48:23ONGOING CHANGES IN THE BUDGET

48:25PROCESS. SO I THINK YOU'LL SEE

48:28SOME OF THIS IMPROVEMENT

48:29HAPPENING IN THIS YEAR'S BUDGET

48:31CYCLE, INCLUDING IN THE

48:32UPCOMING FORECAST IN DECEMBER,

48:34BUT A LITTLE BIT IN PROGRESS,

48:35BUT GOING TO BE A LONG TAIL TO

48:37GET THAT WORK DONE. ALL RIGHT,

48:40MOVING TO ACTIONS RELATED TO

48:41THE SECOND CATEGORY OF

48:43RECOMMENDATIONS AROUND DECISION

48:44SUPPORT AND GOVERNMENTS KIND OF

48:46A MISHMASH OF DIFFERENT ACTIONS

48:47HERE. THE FIRST IS TO USE

48:50STRATEGIC PLANNING TO DEFINE

48:51CORE SERVICES. AND IN THIS

48:53CONTEXT, THE TERM CORE SERVICES

48:55IS MEANT TO REFER TO WHAT ARE

48:57THE ESSENTIAL SERVICES EXPECTED

48:59BY PORTLANDERS. SO THINKING

49:00ABOUT THINGS LIKE

49:01TRANSPORTATION, UTILITIES,

49:03PUBLIC SAFETY, ETC. I'LL FILL

49:06IN THE BLANKS. YOU CAN LIKELY

49:09ALREADY SEE A LITTLE BIT OF THE

49:11CONNECTIVITY WITH THE

49:12RECOMMENDATIONS HERE AND THE

49:13UPCOMING, AND THE

49:13RECOMMENDATIONS AND UPCOMING

49:14ACTIONS RELATED TO REGIONAL

49:16COORDINATION. THIS IS A

49:18POTENTIAL DIFFICULT AND HEAVY

49:19LIFT, BUT I DO BELIEVE

49:21POTENTIALLY ACHIEVABLE OVER THE

49:22NEXT 18 OR SO MONTHS AND IS

49:25LIKELY TO BE ALIGNED WITH THE

49:27RESPONSIBILITIES OF THE NEWLY

49:28CREATED STRATEGY AND CHANGE

49:30MANAGEMENT OFFICER WITHIN THE

49:31CITY ADMINISTRATOR'S OFFICE.

49:34SECOND ITEM IS TO ESTABLISH

49:36SERVICE LEVEL EXPECTATIONS AND

49:37TO DEVELOP PERFORMANCE MEASURES.

49:39AND THIS IS ANOTHER ONE OF

49:40THOSE THINGS THAT'S ALWAYS ON

49:41THE FOREFRONT OF ACTION AND IS

49:43SOMEWHAT IN EARLY, EARLY MOTION

49:44VIA THE EMERGENCE OF THAT

49:46STRATEGY OFFICER AND

49:48PERFORMANCE MANAGEMENT OFFICE.

49:50THE ACTION SPECIFICALLY HERE IS

49:51INTENDED TO BE MORE THAN JUST

49:53SITTING IN A ROOM AND COMING UP

49:55WITH MEASURES, BUT ACTUALLY

49:56DOING ROBUST WORK TO IDENTIFY

49:57THE RIGHT MEASURES AND

49:59INSTITUTIONALIZE

50:00INSTITUTIONALIZING THE USE OF

50:01THOSE MEASURES IN FINANCIAL

50:03DECISION MAKING. AND THE LAST

50:04ONE HERE AGAIN, IS ALREADY IN

50:06PROGRESS, WHICH IS TO IMPROVE

50:08COMMUNICATION OF CURRENT

50:09SERVICE COMMITMENTS AND TRADE

50:10OFFS, ESPECIALLY IF AND WHEN

50:12FUNDING OR PRIORITIZATION OF

50:13THOSE COMMITMENTS SHOULD CHANGE.

50:15THE DETAILS HERE WOULD INCLUDE

50:17TAKING A CONSISTENT CITYWIDE

50:19APPROACH INVOLVING FRONTLINE

50:20WORKERS IN THE ASSESSMENT OF

50:21THOSE SERVICE CHANGE IMPACTS

50:23AND DEVELOPING MORE, MORE

50:25DEPENDABLE PROTOCOLS FOR

50:26REPORTING OUT, INCLUDING

50:28ENHANCED USE OF DASHBOARD TYPE

50:31INFORMATION. ALL RIGHT, NEXT

50:34ITEM AROUND DATA, DATA

50:37RELIABILITY AND VISIBILITY. THE

50:39FIRST ITEM IN THIS CATEGORY

50:40ASSESS AND IDENTIFY COMMUNITY

50:41DATA RESOURCES WAS REALLY

50:43ROOTED IN THE ACKNOWLEDGMENT

50:45FROM THE WORK GROUP THAT THERE

50:47ARE LOTS OF GOOD SOURCES OF

50:49DATA THAT EXIST IN THE

50:50COMMUNITY, IN THE WORLD, BUT

50:52THE CITY HAS A TENDENCY TO

50:54NAVIGATE LARGELY BASED UPON

50:56DATA THAT'S PRODUCED BY OR

50:58SANCTIONED SPECIFICALLY BY THE

51:00CITY. SO THE INITIAL ACTION

51:02HERE IS TO PERFORM AN INVENTORY

51:04ASSESSMENT OF THE DATA THAT

51:05CURRENTLY EXISTS AND DEVELOP

51:07EXPECTATIONS TO REASONABLY

51:10INCORPORATE THAT DATA INTO THE

51:11CITY'S DECISION MAKING. AND

51:13AGAIN, I THINK THIS IS ANOTHER

51:14GREAT EXAMPLE THAT REALLY

51:15EMPHASIZES THE VALUE OF THE

51:16WORK GROUP'S INPUT. ONE OF THE

51:18THINGS THAT WAS REALLY

51:19IMPORTANT TO ME TO ACKNOWLEDGE

51:21AT THE FRONT EDGE OF THIS WORK

51:22WAS THAT WE TYPICALLY DON'T

51:24KNOW WHAT WE DON'T KNOW. AND SO

51:25HIGHLIGHTING THESE ADDITIONAL

51:26DATA RESOURCES WAS REALLY

51:28IMPORTANT TO HELP BRIDGE THAT,

51:29THAT KNOWLEDGE GAP. THE SECOND

51:32ITEM HERE IS ONE THAT I DO WANT

51:35TO HIGHLIGHT FOR A SECOND. AND

51:36THAT'S IMPROVING FINANCIAL

51:37IMPACT ASSESSMENTS THAT

51:38ACCOMPANY COUNCIL LEGISLATION

51:39AND OTHER BUDGET RELATED

51:41DECISION MAKING. THIS IS AN

51:43EXAMPLE OF OF A HANDFUL OF

51:46IMPROVEMENTS THAT I THINK ARE

51:47OF GREAT INTEREST TO MANY AND

51:48WOULD BE A VERY, VERY HIGH

51:50VALUE. BUT DEVELOPMENT OF THE

51:52RIGHT INPUTS AND TIMELINE

51:54EXPECTATIONS, ASSIGNMENT OF

51:56RESPONSIBILITY FOR DOING THE

51:57ASSESSMENTS THAT WON'T OCCUR AT

51:59THE FLIP OF A SWITCH. IF THE

52:01GOAL WAS TO IMPLEMENT THE

52:02CHANGE AS SOON AS POSSIBLE,

52:05THIS WOULD LIKELY BE THE ONLY

52:06ACTION THAT WE WOULD BE ABLE TO

52:08UNDERTAKE IN THE NEAR TERM.

52:09GIVEN GIVEN BANDWIDTH AND OTHER

52:11PRIORITIES. SO THE IMMEDIATE

52:13ACTION THAT I THINK WE CAN TAKE

52:14FORWARD OVER THE NEXT SIX

52:16MONTHS OR SO, HOPEFULLY,

52:17HOPEFULLY LESS, BUT IS TO

52:19CONVENE A WORKGROUP, A SMALL

52:20WORKGROUP TO ASSESS THE NEEDS

52:23TO CONSIDER THE RIGHT

52:24INFORMATION, RESPONSIBILITIES

52:25AND PROCESS, AND THEN DEVELOP

52:28AN EXECUTABLE TIMELINE AND

52:29STRATEGY SO THAT WE CAN

52:31CONFIDENTLY AND CONSISTENTLY

52:31PUT THOSE IMPROVEMENTS INTO

52:33PRACTICE AS SOON AS PRACTICAL.

52:35DURING CALENDAR 2027. THE THIRD

52:39ITEM ON THIS SLIDE TO IDENTIFY

52:40AND ESTABLISH A PRIMARY ACCESS

52:42POINT FOR FINANCIAL INFORMATION,

52:44WAS ALSO SOMETHING CALLED OUT

52:45SPECIFICALLY BY THE WORKGROUP.

52:47I CERTAINLY HAVE AN OPINION

52:49ABOUT WHERE THE MOST

52:50APPROPRIATE ACCESS POINT FOR

52:51FINANCIAL INFORMATION SHOULD

52:52RESIDE, BUT I WOULD LOOK FIRST

52:54TO COUNCIL FOR YOUR THOUGHTS

52:55AND DESIRED OUTCOMES BEFORE

52:57RECOMMENDING A SPECIFIC PATH

52:58FORWARD. AND THE LAST ITEM

53:00UNDER DATA RELIABILITY AND

53:02VISIBILITY IS TO IMPROVE

53:04FINANCIAL REPORTING SYSTEMS AND

53:06COMMUNICATIONS. THE SUGGESTED

53:07ACTION HERE IS TO ASSEMBLE A

53:08TEAM TO IDENTIFY SYSTEM GAPS

53:11AND DEVELOP RECOMMENDATIONS.

53:13GIVEN THE VARIOUS IMPROVEMENT

53:14AND REALIGNMENT EFFORTS

53:16CURRENTLY UNDERWAY, I THINK

53:17THIS WOULD OPTIMALLY BEGIN

53:19LATER IN FISCAL 2627, SO WE CAN

53:22PROCEED WITH THIS ACTION WITH

53:23THE BENEFIT OF UNDERSTANDING

53:25HOW THE CURRENT IMPROVEMENTS

53:27HAVE HAVE SHAKEN OUT. THIS WORK

53:29WOULD ALSO FUNCTIONALLY NEED TO

53:30LIKELY BEGIN AFTER THE BULK OF

53:33NEXT YEAR'S BUDGET DEVELOPMENT

53:34WORK IS COMPLETED IN SPRING, SO

53:36WE CAN PRIORITIZE GETTING THAT

53:37WORK DONE, INCLUDING THE BUDGET

53:39PROCESS, IMPROVEMENTS THAT WE'D

53:41LIKE TO PRIORITIZE. NEXT SLIDE.

53:45THANK YOU. TWO POTENTIAL. SO

53:48THIS IS UNDER THE STRENGTHENED

53:49COUNCIL'S DECISION MAKING

53:50SUPPORT. TWO POTENTIAL ACTIONS

53:52SUGGESTED HERE. THE FIRST IS

53:54ALREADY IN PROGRESS WHICH IS

53:55OFFERING RESOURCES, ENHANCED

53:57RESOURCES AND TRAINING, PLUS

53:58ADDITIONAL INFORMATION, ACCESS

54:00TO COUNCILORS AND COUNCIL STAFF.

54:03IN PARTICULAR, THE CITY BUDGET

54:04OFFICE HAS ALREADY SCHEDULING

54:05OPPORTUNITIES FOR DROP IN

54:07CONVERSATIONS, AND WE'RE ALWAYS

54:08WILLING TO BE INVITED ONTO

54:10COUNCIL OR COMMITTEE AGENDAS TO

54:11PROVIDE FINANCIAL OR BUDGET

54:13INFORMATION AS COUNCIL PLEASES.

54:15ADDITIONALLY, THE CITY

54:16ADMINISTRATOR'S OFFICE IS

54:17IMPROVING CITYWIDE PROTOCOLS

54:18AND EXPECTATIONS IN RESPONSE TO

54:20THE PRIOR BUDGET. NOTE ABOUT

54:22INFORMATION ACCESS. THE SECOND

54:24ITEM IS ANOTHER THAT WILL NEED

54:26SOME INPUT AND DIRECTION FROM

54:27COUNCIL BEFORE WE CAN MOVE TOO

54:29FAR FORWARD. THE WORKGROUP

54:31IDENTIFIED VALUE IN HAVING

54:32DEDICATED AND CONSISTENT

54:34ANALYTICAL ACCESS FOR COUNCIL,

54:36MUCH LIKE WE'VE MODELED OVER

54:37THE PAST TWO YEARS WITH THE

54:39PARTIAL TIME APPOINTMENT OF A

54:40KIND OF CONCIERGE CBO ANALYST

54:42DURING THE HEAT OF BUDGET

54:44BUDGET CYCLE. BUT THERE'S

54:46MULTIPLE APPROACHES THAT WE

54:47COULD TAKE HERE, ALL OF WHICH

54:49WILL HAVE COSTS AND TRADE OFFS.

54:50AND SO WE STAND READY TO

54:52SUPPORT ANY FURTHER COUNCIL

54:54CONVERSATION AROUND THAT

54:56POTENTIAL ACTION. ALL RIGHT.

55:00MOVING TO RECOMMENDATION AREA

55:02THREE. MANY OF THE ACTION ITEMS

55:04ON THIS AND THE NEXT SLIDE ARE

55:06LARGELY OUTSIDE OF THE

55:08FINANCIAL REALM DIRECTLY, BUT

55:10CERTAINLY CONNECT TO BROADER

55:11SERVICE PRIORITIES, SERVICE

55:13PRIORITIZATION, AND CLARITY OF

55:14DECISION MAKING, INCLUDING THE

55:16PRIOR ACTION AROUND DEFINING

55:18CORE CITY SERVICES. HOWEVER,

55:19THE FIRST TWO ITEMS HERE ARE

55:21DIRECTLY FINANCIAL RELATED AND

55:23I BELIEVE, REASONABLY

55:24IMPLEMENTABLE. THE FIRST ITEM

55:26CAME DIRECTLY OUT OF THE

55:27INITIAL MEETING OF THE

55:29AFOREMENTIONED INTERAGENCY

55:30SUPPORT TEAM. ONE OF THE KEY

55:32TAKEAWAYS FROM ASSEMBLING THAT

55:34ROOM WAS THAT PARTICIPANTS

55:36IMMEDIATELY AGREED THAT THERE

55:37WAS HIGH VALUE IN BRINGING

55:38TOGETHER REGIONAL FINANCIAL

55:40LEADERSHIP TO TALK ABOUT SHARED

55:42CHALLENGES, OPERATIONAL

55:43PRACTICES, AND COMMUNICATION

55:45ALIGNMENT. THE WORKGROUP ALSO

55:46AGREED THIS WAS IMPORTANT TO A

55:47HEALTHY REGIONAL FINANCIAL

55:50ECOSYSTEM, SO THIS WAS KIND OF

55:51A NO BRAINER. I ANTICIPATE

55:52LOOKING TO SET UP A REGULAR

55:54CADENCE POTENTIALLY QUARTERLY

55:56AS SOON AS FEASIBLE, SO WE CAN

55:58REAP THE BENEFITS OF THOSE

56:00CONVERSATIONS. SECOND ITEM HERE

56:02IS TO PUT SOME ADDITIONAL

56:03COORDINATION AND CONSISTENCY TO

56:05DEVELOPMENT OF

56:06INTERGOVERNMENTAL AGREEMENTS OR

56:07IGAS, INCLUDING DEVELOPING

56:09ENHANCED TRAINING ON WHAT MAKES

56:11A GOOD IGA, WHICH WOULD BE ONE

56:13THAT BALANCES DURABILITY AND

56:15FLEXIBILITY, AND POTENTIALLY

56:16DEVELOPING A SPECIFIC POLICY TO

56:18GUIDE IGA DEVELOPMENT. THE LAST

56:21TWO ACTIONS HERE ARE VALID

56:24FUTURE ACTIONS, BUT REALLY ARE

56:26DEPENDENT ON COMPLETION OF OUR

56:27IN-HOUSE WORK TO IDENTIFY OUR

56:29OWN SERVICE PRIORITIES AND

56:31EXPECTATIONS. AS PREVIOUSLY

56:32DESCRIBED UNDER THE SECTION

56:35RELATED TO RECOMMENDATION TWO A

56:38AND THEN THE SECOND BUCKET

56:40AROUND REGIONAL COORDINATION

56:41AND ADVOCACY. THE ACTIONS HERE

56:43ARE A LITTLE MORE NEBULOUS, AT

56:45LEAST TO ME, AND LEANED HEAVILY

56:47ON THE OFFICE OF GOVERNMENT

56:49RELATIONS OR OGR, AS REFERENCED

56:50ON THE SLIDE. THE GENERAL

56:52INTENT OF THESE ACTIONS IS

56:54TWOFOLD. FIRST IS TO IMPROVE

56:55OUR ABILITY TO RESPOND TO NEW

56:58OR PROPOSED STATE LEGISLATION

56:59THAT HAS MATERIAL FINANCIAL

57:00IMPACT TO THE CITY, AND THE

57:02SECOND IS TO UNDERTAKE A

57:03COORDINATED EFFORT TO DRIVE AND

57:06ADVOCATE FOR LEGISLATIVE

57:07REFORMS TO ADDRESS ISSUES THAT

57:08EITHER INCUR MATERIAL COST TO

57:10THE CITY OR RESTRICT REVENUE

57:12FLEXIBILITY OR REVENUE GROWTH

57:14POTENTIAL. WHILE THE CORE OF

57:16THESE ACTIONS HAS BEEN DRIVEN

57:17BY WORKGROUP RECOMMENDATIONS,

57:18THE DETAILS HERE HAVE BEEN

57:21IDENTIFIED IN COLLABORATION

57:22WITH OFFICE OF GOVERNMENT

57:24RELATIONS AND THANK YOU, TEAM

57:25FOR THAT. THE LAST TWO ITEMS,

57:28WHICH ARE DEVELOPING A SHARED

57:30REGIONAL AGENDA AND ADVANCING

57:31REFORM PRIORITIES ARE OBVIOUSLY

57:33GOING TO BE VERY DIFFICULT.

57:34TASKS INDICATED HERE BY THE

57:36ORANGE DOTS. THEY'LL NEED TO

57:38UNDERGO SIGNIFICANT DIALOG

57:40AMONG CITY COUNCIL WITH OUR

57:42REGIONAL PARTNERS AND OF COURSE,

57:43WITH PARTNERS AROUND THE STATE

57:44AND IN THE CAPITOL. AND THEN

57:48THE LAST SLIDE TIED TO THE

57:49WORKGROUP RECOMMENDATIONS

57:51INCLUDES THREE ACTIONS THAT ARE

57:52RELATED TO ADMINISTRATION AND

57:55OPERATIONS, ALL OF WHICH ARE

57:56CURRENTLY IN MOTION. THE FIRST

57:58IS TO REVIEW AND REFRESH

58:00PROCUREMENT RULES AND PRACTICES,

58:01INCLUDING REVIEWING AND

58:02COMMUNICATING OUT ABOUT

58:04HISTORICAL, CURRENT AND

58:05EXPECTED USE OF CONTRACTS AND

58:07CONTRACTING. THE SECOND IS TO

58:09REVIEW MANAGEMENT SPAN OF

58:10CONTROL, SPECIFICALLY AND

58:12ADMINISTRATIVE PROCESS MORE

58:13BROADLY, AND THIS WORK IS ALSO

58:15ALREADY IN PROGRESS. THE THIRD

58:17IS TO ACTIVELY INVOLVE

58:18FRONTLINE WORKERS IN

58:19IDENTIFYING AND IMPLEMENTING

58:21EFFICIENCIES, AND TO FORMALIZE

58:22THE PROTOCOLS AND EXPECTATIONS

58:24FOR DOING SO. CREATING SPACE

58:25FOR THESE CONVERSATIONS IS ALSO

58:27A CURRENT WORK IN PROGRESS, AND

58:29I HOPE AND EXPECT TO SEE THAT

58:30CARRY FORWARD. SO THEN THE NEXT

58:33COUPLE OF SLIDES HERE RELATED

58:35TO IMPLEMENTATION ACTIONS

58:37INCLUDE AN INVENTORY. SOME

58:38THINGS THAT I BELIEVE ARE OF

58:40REALLY HIGH IMPORTANCE, BUT

58:41WERE MAYBE LESS DIRECTLY CALLED

58:43OUT VIA THE WORKGROUP EFFORT.

58:45SO THE FIRST SLIDE HERE IS AN

58:47INVENTORY OF KEY ACTIONS THAT

58:48ARE EITHER NEAR-TERM

58:50INITIATIVES OR THINGS THAT ARE

58:52IMPORTANT TO CALL OUT IS

58:52ALREADY IN PROGRESS. THE FIRST

58:55THREE HERE HAVE HAD OR ARE

58:57CURRENTLY HAVING ROBUST

58:59DISCUSSION IN OTHER FORUMS.

59:00ASSET MANAGEMENT STRATEGY IS

59:01BEING DISCUSSED AT THE PUBLIC

59:03WORKS COMMITTEE, AND I BELIEVE

59:05AT AN UPCOMING SESSION. I'M NOT

59:07SURE. COMMITTEE OF THE WHOLE OR

59:08WORK SESSION BUDGET PROCESS

59:10IMPROVEMENTS RECEIVED A FULL

59:11WORK SESSION A COUPLE OF WEEKS

59:13AGO, SO I WON'T USE OUR TIME TO

59:16REITERATE THOSE CONVERSATIONS,

59:17BUT WE OBVIOUSLY DO ANTICIPATE

59:18PROGRESS ON THOSE FRONTS. ONE

59:21AREA THAT'S UNDER DISCUSSION,

59:23BUT FOR SURE WE'LL NEED MORE

59:24DIALOG AND DIRECTION IS

59:26DETERMINING A NEW PATHWAY FOR

59:27BUDGET ADVISORY COMMITTEES. I

59:30THINK WE'RE GETTING CLOSE TO

59:31COMPLETING THE WORK. THE

59:33BROADER WORK ON ADVISORY BODY

59:37ALIGNMENT, BUT LOOK FORWARD TO

59:38WORKING WITH OUR COMMUNITY

59:40ENGAGEMENT PARTNERS AND OF

59:40COURSE, THE CITY BUDGET OFFICE

59:42TO PUT A PIN IN THAT PLAN SO WE

59:44CAN MOVE FORWARD WITH

59:47REESTABLISHING SOME FORM OF

59:49BUDGET ADVISORY COMMITTEES. THE

59:51FOURTH ITEM HERE IS TO DEVELOP

59:53METRICS THAT WE CAN USE TO

59:54TRACK PROGRESS AND HOPEFULLY,

59:56EVENTUAL SUCCESS OF THIS

59:58SPECIFIC FINANCIAL

59:59STABILIZATION EFFORT. WELL,

1:00:00THAT IS CERTAINLY DOABLE. I DO

1:00:03WONDER RIGHT NOW, IN THE CRISIS

1:00:04RESPONSE MODE, IF THAT'S SORT

1:00:06OF SOMETHING THAT SHOULD TAKE

1:00:07PRIORITY OVER OTHER ACTIONS.

1:00:08BUT IF WE DID WANT TO

1:00:09PRIORITIZE THAT, I THINK IT IS

1:00:11DOABLE AND LIKELY IMPORTANT AT

1:00:12SOME POINT. FIFTH ITEM HERE IS

1:00:14MAYBE A BIT OF A HEAVIER LIFT,

1:00:16AND THAT'S TO REFRESH A

1:00:17CITYWIDE ECONOMIC DEVELOPMENT

1:00:19STRATEGY. AND MY UNDERSTANDING

1:00:20IS THAT PROSPER PORTLAND IS

1:00:22ALIGNED AND READY TO DO THAT

1:00:24WORK WITHIN THEIR CURRENT WORK

1:00:25PLAN EXPECTATIONS. AND THEN THE

1:00:27SIXTH ITEM HERE, ASSESSMENT OF

1:00:28OUR FUNDING FIRE AND POLICE

1:00:30DISABILITY AND RETIREMENT

1:00:31FUNDING IS ONE THAT WAS

1:00:32RECENTLY DISCUSSED AT COMMITTEE

1:00:33OF THE WHOLE. IT'S MARKED HERE

1:00:35AS AN OPEN COLOR ITEM, LARGELY

1:00:37JUST GIVEN THE OUTSTANDING

1:00:39QUESTION REGARDING IDENTIFYING

1:00:40A POTENTIAL FUNDING SOURCE TO

1:00:42SUPPORT ANY KIND OF ALTERNATIVE

1:00:43FUNDING OPTION. BUT AS

1:00:45DISCUSSED AT THAT PRIOR

1:00:46COMMITTEE MEETING, HAPPY TO

1:00:48HELP CARRY THAT FORWARD.

1:00:50HOWEVER COUNCIL CHOOSES. AND

1:00:53THEN THE LAST ITEM HERE ON KIND

1:00:57OF OTHER RELATED ACTIONS, THESE

1:00:59ARE A HANDFUL OF THINGS THAT

1:01:00I'M SUGGESTING SHOULD BE ON THE

1:01:03RADAR FOR BRINGING IN THE

1:01:04CONVERSATION, MAYBE NEXT FISCAL

1:01:05YEAR AND BEYOND. MANY OF THESE

1:01:08ARE DEPENDENT ON PROGRESS THAT

1:01:09WE MAKE ON SOME OF THE EARLIER

1:01:11MENTIONED OR NEAR-TERM ACTIONS.

1:01:13ALSO, JUST NOTE THAT MOST MAYBE

1:01:16ALL OF THESE ACTIONS HAVE ALSO

1:01:18BEEN ON THE BACK BURNER OF

1:01:19PREVIOUS PRIORITY LISTS. SO I'M

1:01:21HOPEFUL THAT THIS CONVERSATION

1:01:22CAN HELP BRING THEM BACK TO THE

1:01:24FOREFRONT. ONE ACTION I'LL

1:01:26HIGHLIGHT HERE IS THE SECOND

1:01:28ITEM, WHICH IS TO ASSESS AND

1:01:30RECONSIDER GENERAL FUND

1:01:31OVERHEAD AND INTERNAL SERVICE

1:01:32FUNDING MODELS. THIS HAS BEEN A

1:01:34RECENT AND RECURRENT TOPIC OF

1:01:36INTEREST, AND IT'S BEEN ON MY

1:01:38PERSONAL PRIORITY LIST SINCE

1:01:39THE DAY I WALKED INTO THIS JOB

1:01:41ALMOST THREE YEARS AGO. I

1:01:43EXPECT IT WILL HAPPEN, BUT IT'S

1:01:45A VERY DIFFICULT AND

1:01:47COMPLICATED TASK, PARTICULARLY

1:01:49IN AN ORGANIZATION THAT'S

1:01:50UNDERGOING SUCH SIGNIFICANT AND

1:01:52FREQUENT CHANGE. I'M OPTIMISTIC

1:01:54THAT THE ORGANIZATIONAL CHANGES

1:01:56AND PROCESS IMPROVEMENTS

1:01:57CURRENTLY IN MOTION WILL GIVE

1:01:59WIND TO THIS EVENTUAL

1:02:01REASSESSMENT, BUT ALSO

1:02:02RECOGNIZE IT WOULD BE

1:02:04OVERWHELMING AT THIS MOMENT TO

1:02:05BEGIN THIS DISCUSSION, GIVEN

1:02:06THOSE MOVING PARTS ON A

1:02:08POSITIVE NOTE, WE HAVE RECENTLY

1:02:10STOOD UP AN IMPROVED, MORE

1:02:12COORDINATED PROCESS FOR

1:02:14INFORMATION SHARING AND

1:02:15DECISION MAKING AROUND INTERNAL

1:02:17SERVICES IN THE CONTEXT OF

1:02:19BUDGET DEVELOPMENT. SO IN

1:02:20ADDITION TO DRAWING ATTENTION

1:02:21TO THE LONGER TERM NEED, WE ARE

1:02:23IN FACT STARTING TO PUT THE

1:02:24SCAFFOLDING IN PLACE TO BUILD

1:02:25INTO THIS WORK IN THE FUTURE.

1:02:28SECOND ITEM I'D HIGHLIGHT HERE

1:02:29IS THE THIRD ONE, WHICH IS TO

1:02:31REFINE AND REALIGN CITYWIDE

1:02:33FINANCIAL SERVICES. AND WHILE

1:02:36SOME CITY SERVICES HAVE

1:02:38UNDERGONE CURRENTLY UNDERGOING

1:02:40REALIGNMENT, FINANCIAL SERVICES

1:02:42GENERALLY REMAIN DISPERSED

1:02:43THROUGHOUT THE ORGANIZATION. WE

1:02:45CERTAINLY DO NOT NEED TO REDUCE

1:02:47OUR CAPACITY TO DELIVER THESE

1:02:50SERVICES, BUT I DO THINK

1:02:51THERE'S LIKELY VALUE IN

1:02:53STREAMLINING TO IMPROVE

1:02:54CONSISTENCY AND EFFICIENCY. I

1:02:55DON'T THINK THAT TRANSITION

1:02:58CONVERSATION CAN OCCUR WITHIN

1:02:59THE NEXT YEAR, GIVEN THE

1:03:00MASSIVE VOLUME OF ACTIONS

1:03:02CHANGE AND BASIC WORK

1:03:03REQUIREMENTS, BUT I DO THINK IT

1:03:05WOULD BE VALUABLE TO PICK THAT

1:03:06DISCUSSION UP FOR POTENTIAL

1:03:07ADJUSTMENT IN THE FUTURE. AND

1:03:08THE LAST THING ITEM I'D

1:03:10HIGHLIGHT ON THIS PAGE IS THE

1:03:13FINAL ACTION REGARDING

1:03:15CENTRALIZING REVENUE COLLECTION.

1:03:16THIS ITEM STEMS SPECIFICALLY

1:03:18FROM A 2022 RECOMMENDATION FROM

1:03:20THE CITY AUDITOR, AND I DO

1:03:24AGREE THAT THERE'S VALUE IN

1:03:26EVOLVING TO A CENTRALIZED

1:03:29CITYWIDE REVENUE COLLECTION

1:03:30APPROACH. THIS WOULD BE A

1:03:32GENERATIONALLY DIFFICULT

1:03:33TRANSITION. AND SO I'M IN FAVOR

1:03:35OF THE AMBITION, BUT THIS WILL

1:03:38JUST ACKNOWLEDGE THIS WOULD BE

1:03:39A MASSIVELY, AT LEAST

1:03:40TEMPORARILY DISRUPTIVE TO THE

1:03:42ORGANIZATION, TO THE PEOPLE

1:03:43DOING THAT WORK AND TO OUR

1:03:45REVENUE COLLECTION SYSTEMS, AND

1:03:46POTENTIALLY TO THE PEOPLE WHO

1:03:48PAY REVENUE TO THE CITY. NOT TO

1:03:50SAY IT SHOULDN'T BE DONE. I

1:03:52WANTED TO INCLUDE IT BECAUSE I

1:03:53DO THINK IT'S IMPORTANT TO KEEP

1:03:55ON THE RADAR. I JUST WOULD

1:03:57RECOMMEND THAT ONCE SOME OF OUR

1:03:58FOUNDATIONAL ACTIONS CAN BE

1:03:59COMPLETED AND WE'RE MORE

1:04:00CLEARLY IN A PLACE OF

1:04:02STABILIZATION, THAT'S WHEN I

1:04:03WOULD ADVOCATE THAT WE PICK UP

1:04:04THAT THAT VERY, VERY LARGE

1:04:06INITIATIVE. ALL RIGHT. SO

1:04:09THAT'S A TON OF POTENTIAL

1:04:10ACTIONS. WHAT DO WE DO WITH ALL

1:04:12THAT? HOW DO WE TRY TO MOVE

1:04:14FROM THAT INVENTORY OF ACTION

1:04:16TO SOMETHING THAT FEELS LIKE AN

1:04:18ACTUAL STRATEGIC FINANCIAL PLAN?

1:04:21SO HERE'S WHAT I PROPOSE. THE

1:04:23NEXT FEW AND FINAL SLIDES

1:04:26PRESENT A PROPOSAL ABOUT HOW I

1:04:27THINK WE MIGHT DO THAT. THIS

1:04:30SORT OF INTRODUCTORY SLIDE

1:04:31DISPLAYS THE BIG PICTURE PHASES

1:04:33OF WHAT THAT ACTION PLAN MIGHT

1:04:34LOOK LIKE. AND THEN AS I WRAP

1:04:36UP THE PRESENTATION, I'LL MOVE

1:04:38INTO A LITTLE MORE DETAIL FOR

1:04:39EACH OF THESE PHASES. THE FIRST

1:04:41STEP WOULD BE TO ACKNOWLEDGE

1:04:43THAT THERE'S A SIGNIFICANT

1:04:44AMOUNT OF WORK THAT'S ALREADY

1:04:45OCCURRING, AND CONTINUE TO

1:04:48PRIORITIZE THAT WORK THAT'S

1:04:49ALREADY UNDERWAY. RECALLING

1:04:51BACK TO THE VERY EARLIEST SLIDE

1:04:53ABOUT THE CURRENT MOMENT OF

1:04:54FINANCIAL CRISIS, THE SECOND

1:04:55PHASE OF ACTION, WHICH WOULD

1:04:57OCCUR ALONGSIDE THE WORK WE'RE

1:04:58ALREADY DOING, WOULD FOCUS ON

1:05:00RESPONDING TO THAT CRISIS WITH

1:05:02THE HIGHEST VALUE, IMMEDIATELY

1:05:04IMPLEMENTABLE ACTIONS. THE

1:05:06THIRD PHASE, IF WE WANT TO BE

1:05:08SERIOUS ABOUT STABILIZATION, IS

1:05:09THAT WE'LL NEED TO START

1:05:10PUTTING ACTIONS IN MOTION NOW

1:05:12TO START TO GET THERE. SO THESE

1:05:14ARE STABILIZING INTENTION

1:05:17ACTIONS THAT I WOULD EXPECT. WE

1:05:18BEGIN IN 2627. THE FOURTH PHASE

1:05:21WOULD BE LOOKING TOWARDS THE

1:05:23FUTURE AND STARTING TO BRING

1:05:24FORWARD THOSE ACTIONS INTO THE

1:05:26QUEUE WHEN POSSIBLE. AND THEN

1:05:28LASTLY, JUST IDENTIFIED SOME

1:05:30NUMBER OF QUESTIONS THAT STILL

1:05:31NEED FURTHER EXPLANATION. SO

1:05:33THAT'S HOW I'VE ORGANIZED THE

1:05:34ACTIONS ON THE NEXT FEW SLIDES

1:05:36TO MOVE ONWARD TO SOMETHING

1:05:37THAT FEELS LIKE AN ACTION PLAN

1:05:39OR STRATEGY. AND AGAIN, THIS IS

1:05:40JUST REPEATING THE ACTIONS I

1:05:42JUST WENT VERY QUICKLY THROUGH,

1:05:43BUT REALIGNING THEM AND MAYBE A

1:05:45LITTLE BIT MORE OF AN

1:05:46IMPLEMENTATION PLAN IN ORDER.

1:05:49ALL RIGHT. SO AGAIN, GOOD NEWS

1:05:51IS WE'RE ALREADY DOING LOTS OF

1:05:52IMPORTANT THINGS TO RESPOND TO

1:05:54THE FINANCIAL CRISIS, TO THINK

1:05:55AHEAD TOWARD STABILIZATION AND

1:05:57TO BE RESPONSIVE TO KNOWN

1:05:59PRIORITIES AND REQUESTS FOR

1:06:00IMPROVEMENT. THE MANY ACTIONS

1:06:02THAT ARE ALREADY IN MOTION ARE

1:06:03LISTED ON THIS SLIDE AND THE

1:06:05NEXT SLIDE, AND THEY'RE PLACED

1:06:06IN ORDER THAT THEY SHOWED UP IN

1:06:08THE PRIOR ACTIONS INVENTORY.

1:06:10WHILE ALL THESE ARE LISTED AS

1:06:11IN PROGRESS, THEY MAY BE IN

1:06:12DIFFERENT STATES OF PROGRESS,

1:06:14SOME ON THE EARLY END AND SOME

1:06:15NEARLY COMPLETE. AND SOME OF

1:06:17THESE ACTIONS, SUCH AS THOSE

1:06:18RELATED TO EDUCATION, TRAINING

1:06:20AND COMMUNICATION, WILL NEVER

1:06:22REALLY END AND REQUIRE ONGOING

1:06:24EFFORT AND ATTENTION. THE

1:06:26ACTIONS CURRENTLY IN PROGRESS

1:06:28ARE EDUCATION OF FINANCIAL

1:06:29FACTS AND REGULAR COUNCIL

1:06:31UPDATES. IMPROVE EDUCATION AND

1:06:33COMPLIANCE WITH CURRENT

1:06:34FINANCIAL POLICY AND PRACTICES.

1:06:36IMPROVE ORGANIZATIONAL

1:06:38STRUCTURE AND ALIGNMENT FOR

1:06:39FORECASTING. IMPROVE

1:06:41COMMUNICATION OF SERVICE

1:06:42COMMITMENTS AND TRADE OFFS, AND

1:06:43PROVIDE TRAINING AND IMPROVE

1:06:45INFORMATION, ACCESS TO COUNCIL

1:06:46AND STAFF. AND THEN PAGE TWO

1:06:50CONTINUES THAT LIST OF ACTIONS

1:06:52CURRENTLY IN PROGRESS, AND

1:06:53THOSE INCLUDE REVIEW,

1:06:54PROCUREMENT RELATED RULES AND

1:06:56PRACTICES, REVIEW SPAN OF

1:06:57CONTROL AND ADMINISTRATIVE

1:06:59PROCESSES INVOLVE FRONTLINE

1:07:01WORKERS AND EFFICIENCY AND

1:07:02COORDINATION EFFORTS. DEVELOP A

1:07:04COORDINATED ASSET MANAGEMENT

1:07:06STRATEGY, DEVELOP COMMUNITY

1:07:07ENGAGEMENT AND ADVISORY BODY

1:07:09DIRECTION, AND IMPLEMENT BUDGET

1:07:11DEVELOPMENT PROCESS

1:07:12IMPROVEMENTS. BECAUSE PRIMARY

1:07:15RESPONSIBILITY FOR THE ACTIONS

1:07:17IN PROGRESS IS SOMEWHAT

1:07:18DISPERSED THROUGHOUT THE

1:07:19ORGANIZATION, I'M HOPEFUL THAT

1:07:20WE CAN CONTINUE TO RAPIDLY

1:07:22DEMONSTRATE SUCCESS ON THESE

1:07:24FRONTS. SO THE FIRST PHASE OF

1:07:28NEW, SO TO SPEAK, ACTIONS THAT

1:07:29I RECOMMEND PRIORITIZING ARE

1:07:30THE 8 OR 9 LISTED HERE. THESE

1:07:33ARE ACTIONS THAT I BELIEVE CAN

1:07:34AND SHOULD BE PRIORITIZED OVER

1:07:36THE NEXT NINE MONTHS THROUGH

1:07:37SUMMER 2020 TO FOCUS ON

1:07:39CONTINUED CRISIS RESPONSE.

1:07:41THESE ACTIONS ARE ORGANIZED ON

1:07:43THE. ON THIS SLIDE BY THE

1:07:44ESTIMATED TIME FRAME FOR

1:07:46COMPLETION. THE ONE CONCERN

1:07:48THAT I'LL NOTE HERE IS YOU CAN

1:07:50SEE A COMMON THREAD REGARDING

1:07:51THE PROPOSED LEAD. AND I'M NOT

1:07:54COMPLAINING. I'M OBVIOUSLY

1:07:55COMMITTED TO DOING THIS WORK

1:07:56AND PUTTING IT FORWARD TO YOU

1:07:57HERE TODAY. BUT I DO ALSO WANT

1:07:59TO BE REALISTIC AND TRANSPARENT

1:08:00ABOUT HOW MUCH IS REASONABLE TO

1:08:02TAKE ON, ESPECIALLY GIVEN OTHER

1:08:03THINGS IN MOTION THAT WILL

1:08:05REQUIRE ATTENTION. THAT BEING

1:08:07SAID, I DO THINK THAT THE FIRST

1:08:09FOUR ITEMS ARE AMONG THE

1:08:11HIGHEST VALUE IMMEDIATE

1:08:13EXERCISES, AND I DO INTEND TO

1:08:14CARRY THEM FORWARD AS RAPIDLY

1:08:16AS POSSIBLE. THOSE FOUR THINGS

1:08:18ARE TO BRING FORWARD THE PHASE

1:08:19ONE POLICY UPDATES AND HIGH

1:08:21PRIORITY NEW FINANCIAL POLICIES,

1:08:23TO CONVENE A REGIONAL FINANCIAL

1:08:25COORDINATION FORUM AND TO

1:08:27DEVELOP A PLAN TO IMPROVE

1:08:29FINANCIAL IMPACT ASSESSMENTS.

1:08:31AND AS PREVIOUSLY MENTIONED,

1:08:32PROSPER PORTLAND SHOULD BE

1:08:33ALIGNED TO DELIVER A REFRESHED

1:08:35ECONOMIC DEVELOPMENT STRATEGY.

1:08:37THE LAST FOUR ITEMS ON THIS

1:08:38PAGE ARE ALSO OF HIGH

1:08:40IMPORTANCE AND WOULD BE THE

1:08:40NEXT IN THE QUEUE. AT LEAST

1:08:42THAT'S MY RECOMMENDATION. NEXT

1:08:43IN THE QUEUE FOR ACTION.

1:08:45DEPENDING ON HOW MUCH WE CAN

1:08:46ACCELERATE AND ACHIEVE THE

1:08:48ITEMS IN PROGRESS FROM THE

1:08:50PRIOR SLIDES AND THE TOP 4 OR 5

1:08:51ITEMS HERE ON THIS SLIDE, AND

1:08:54THEN THE NEXT LIST OF ACTIONS

1:08:56ARE THINGS THAT I BELIEVE

1:08:57SUPPORT MOVEMENT TOWARDS LONGER

1:08:58TERM STABILIZATION, BUT ALSO

1:09:00HAVE HIGH VALUE TO PRIORITIZE

1:09:02AND BEGIN IN MOTION DURING THE

1:09:04CURRENT FISCAL YEAR 2627 SHOULD

1:09:07BE NO SHOCK THAT THESE ARE ALL

1:09:08YELLOW DOT ITEMS. THEY

1:09:10TYPICALLY WILL HAVE A LITTLE

1:09:11BIT MORE COMPLEXITY, WILL

1:09:13CERTAINLY REQUIRE MORE ROBUST

1:09:14COORDINATION, AND LIKELY HAVE

1:09:16LONGER TIMELINES TO DO THE WORK.

1:09:18AND OR THEY MAY HAVE SOME SOME

1:09:20MILD OUTSTANDING SCOPE

1:09:21QUESTIONS. MOSTLY THESE ITEMS

1:09:23ARE ABOUT BUILDING THE BONES

1:09:24FOR LONGER TERM IMPROVEMENTS,

1:09:26WHICH INCLUDE EVALUATING

1:09:28OPTIONS, IDENTIFYING NEW

1:09:29RESOURCES, PROCESSES,

1:09:31OPPORTUNITIES, ETC. FUTURE

1:09:35ACTIONS. SO THIS IS KIND OF THE

1:09:37INVENTORY OF OF CAPTURING THE

1:09:40DOZEN OR SO ITEMS THAT I THINK

1:09:41SHOULD BE ON THE RADAR FOR NEXT

1:09:44FISCAL YEAR FOR 2728. THAT'S

1:09:46ONLY NINE MONTHS AWAY. AND

1:09:49THESE ARE CERTAINLY STILL

1:09:50RELEVANT TO THE CITY'S

1:09:51FINANCIAL STABILIZATION EFFORT.

1:09:52BUT PERHAPS AT LEAST IN MY

1:09:55ASSESSMENT, HAVE A LITTLE BIT

1:09:56LOWER IMMEDIATE VALUE, HAVE

1:09:57LONG TIMELINES, HAVE VERY HIGH

1:10:00COMPLEXITY, OR REQUIRE OTHER

1:10:02FOUNDATIONAL WORK TO BE

1:10:03COMPLETED BEFORE PROGRESSING TO

1:10:04THESE ACTIONS. AND SO I'LL JUST

1:10:06PAUSE FOR A QUICK SECOND. I

1:10:07WON'T GO THROUGH THEM ALL, BUT

1:10:09JUST WANTED TO AT LEAST

1:10:10ACKNOWLEDGE THIS IS SORT OF THE

1:10:12NEXT IN LINE. IF WE CAN GET

1:10:14THROUGH THE ITEMS ON THE PRIOR

1:10:16PRIOR SLIDES. ALL RIGHT. AND

1:10:20THEN I PROMISED THERE WAS SORT

1:10:23OF SOME OUTSTANDING ITEMS. SO

1:10:24LASTLY, HERE ARE THE POTENTIAL

1:10:25ACTIONS THAT DEFINITELY HAVE

1:10:26SOME QUESTIONS, EITHER

1:10:28UNCERTAIN TIMELINES, UNCLEAR

1:10:30LEAD RESPONSIBILITY, KIND OF

1:10:32MISSING INFORMATION, OR A NEED

1:10:34FOR DEEPER CONVERSATION AND

1:10:35INPUT FROM COUNCIL OR OTHER

1:10:38STAKEHOLDERS. SO FRIENDS, WE

1:10:41MADE IT ALMOST 60 MORE SECONDS.

1:10:45I HOPE THIS AFTERNOON'S

1:10:47PRESENTATION PROVIDES A

1:10:48REASONABLY CLEAR PICTURE OF

1:10:50ACTIONS AND ACTIVITIES THAT THE

1:10:52CITY CAN UNDERTAKE NOW, AND IN

1:10:54THE NEAR FUTURE, TO PUT AN END

1:10:56TO THE FINANCIAL MADNESS OF THE

1:10:58LAST FEW YEARS TO REBUILD TRUST

1:10:59IN THE CITY AS A RESPONSIBLE

1:11:01STEWARD OF THE PUBLIC'S DOLLARS

1:11:02TO IMPROVE INFORMATION,

1:11:04TRANSPARENCY AND DECISION

1:11:05MAKING, AND ULTIMATELY TO

1:11:07EFFECTIVELY AND EFFICIENTLY

1:11:09DELIVER SERVICES TO PORTLANDERS.

1:11:11AS WE MOVE TO THE LAST SLIDE,

1:11:12THANK YOU FOR YOUR ATTENTION.

1:11:13AND NOW I WOULD LOVE TO HEAR

1:11:15FROM YOU. I'M NOT SURE IF WE

1:11:17WANT TO GO AHEAD AND GO TO

1:11:18QUESTIONS OR TAKE A BREAK. I

1:11:20THINK I'M A LITTLE BIT AHEAD OF

1:11:22SCHEDULE HERE, BUT I'VE

1:11:23ATTEMPTED TO CEDE A FEW

1:11:24QUESTIONS FOR CONVERSATION.

1:11:25WHAT ARE YOUR INITIAL REACTIONS?

1:11:26ARE THERE ITEMS THAT NEED

1:11:27FURTHER CLARIFICATION? WHAT

1:11:30RESONATES? WHAT, IF ANYTHING,

1:11:31DO YOU THINK MIGHT BE MISSING?

1:11:33WHAT REFINEMENTS MIGHT YOU

1:11:35SUGGEST TO TIMELINES,

1:11:36RESPONSIBILITIES, OR SCOPE FOR

1:11:37ANY OF THE PROPOSED ACTIONS,

1:11:40AND HOW DO YOU ADVISE WE CAN

1:11:41COLLECTIVELY CARRY THIS WORK

1:11:43FORWARD? AND WHILE POSITIVE

1:11:45AFFIRMATIONS ARE WONDERFUL AND

1:11:47APPRECIATED, THIS WORK IS ALSO

1:11:48TOO IMPORTANT TO NOT BE HONEST.

1:11:50SO I'D BE HAPPY TO RECEIVE ANY

1:11:52OF YOUR THOUGHTS AND FEEDBACK.

1:11:53ALSO NOTING WE DO HAVE AT LEAST

1:11:55A COUPLE OTHER SUBJECT MATTER

1:11:57EXPERTS IN THE ROOM TO ASSIST

1:11:59IF NEEDED. SO THANK YOU AGAIN.

1:12:02THANK YOU FOR LISTENING. THANK

1:12:03YOU FOR YOUR SUPPORT IN THIS

1:12:05WORK. DEFER COUNCILOR KANAL

1:12:07BACK TO YOU TO GUIDE US FORWARD.

1:12:09>> THANK YOU SO MUCH. CFO BIERY.

1:12:11I THINK WE WERE GOING TO SEE IF

1:12:13THERE WAS ANYTHING ADDITIONAL

1:12:14THAT COUNCILORS, GREEN OR

1:12:15ZIMMERMAN WANTED TO ADD BEFORE

1:12:17WE OPEN UP THE QUEUE, BUT I

1:12:18THINK YOU BOTH. OKAY, GREAT. SO

1:12:21JUST GIVING A RUN A SHOW HERE.

1:12:23WE HAVE ABOUT AN HOUR AND 42

1:12:26MINUTES, INCLUDING, YOU KNOW,

1:12:27IF WE TAKE A BREAK WITH 12 OF

1:12:29US HERE, THAT'S ABOUT EIGHT

1:12:30MINUTES PER PERSON, INCLUDING

1:12:31TIME FOR FOR RESPONSES. JUST

1:12:32GIVING THAT FRAMING HERE. SO

1:12:34I'M GOING TO TAKE PROBABLY 2 OR

1:12:363 FOLKS. AND THEN WHENEVER THE

1:12:37FIRST PAUSE IS AFTER 320 OR SO,

1:12:40WE'LL TAKE OUR BREAK AND THEN

1:12:42COME BACK. AND IF YOU ARE

1:12:45FOLLOWING ALONG ONLINE, YOU'RE

1:12:47SEEING IT. IF YOU ARE HERE,

1:12:48IT'S THE THIRD TO LAST SLIDE

1:12:50THAT HAS THE REACTIONS,

1:12:51REFINEMENTS AND MOVING FORWARD.

1:12:53THESE ARE THE QUESTIONS THAT

1:12:55CFO BIERY RAISED. SO FEEL FREE

1:12:57TO SAY WHATEVER ELSE. BUT I

1:12:59THINK WHAT WOULD BE MOST

1:13:00HELPFUL IS TO HELP ENSURE THAT

1:13:02WE'RE GIVING ANSWERS TO THOSE

1:13:03FIVE ISH QUESTIONS. ALL RIGHT.

1:13:06WE'LL OPEN IT UP WITH VICE

1:13:07PRESIDENT CLARK, FOLLOWED BY

1:13:08COUNCIL PRESIDENT DUNPHY.

1:13:10>> THANK YOU. COUNCILOR, THIS

1:13:13IS THE FIRST TIME I'VE SEEN

1:13:15THIS. SO THIS IS MY INITIAL

1:13:16REACTIONS. FIRST OF ALL, I JUST

1:13:17WANT TO SAY THANK YOU TO MY

1:13:19COLLEAGUES FOR ALL THE WORK AND

1:13:21THE TIME YOU PUT INTO THIS, AND

1:13:22THE PEOPLE IN THE AUDIENCE WHO

1:13:24ARE HERE. THAT ALSO PUT A LOT

1:13:26OF TIME INTO THIS. I REALLY

1:13:27APPRECIATE IT. I THINK JONAS

1:13:28DID A GREAT JOB GETTING THROUGH.

1:13:30THE WHOLE THING WAS SUPER. JUST

1:13:32A COUPLE COMMENTS. I'M GOING TO

1:13:33HAVE TO LEAVE EARLY, SO I'M

1:13:34JUST GOING TO GIVE YOU A FEW

1:13:36COMMENTS NOW, AND I'M HAPPY TO

1:13:38DO MORE OFFLINE. THERE ARE A

1:13:39COUPLE THINGS THAT POPPED RIGHT

1:13:40OUT AT ME THAT ARE MY

1:13:42PRIORITIES, AND I'M CLEARLY YOU

1:13:44INCLUDED ASSET MANAGEMENT,

1:13:46WHICH EVERYBODY KNOWS I CARE

1:13:47ABOUT. SO THAT'S COOL. BUT

1:13:50THERE ARE A COUPLE OF THINGS

1:13:51YOU HAVE ON HERE THAT ARE

1:13:53REALLY YOUR FUTURE ACTIONS THAT

1:13:55I FEEL ARE MORE IMMEDIATE, AT

1:13:58LEAST FROM MY PERSPECTIVE. AND

1:14:00THAT'S THE AUDIT CITY

1:14:02FACILITIES, COSTS AND USAGE,

1:14:04BECAUSE THAT INVOLVES ALSO THE

1:14:06DISPOSITION OF ASSETS. AND WE

1:14:09NEED TO EVENTUALLY FIGURE OUT

1:14:11WHAT WE DO OWN AND WHAT WE

1:14:12REALLY NEED TO OWN AS A CITY.

1:14:14AND THEN SECONDLY, I AM VERY

1:14:19CONCERNED ABOUT WHERE DID IT GO?

1:14:23THE CORE SERVICES DEFINITION. I

1:14:25TALK ABOUT CORE SERVICES ALL

1:14:27THE TIME WHEN I'M OUT AND ABOUT,

1:14:29YOU KNOW, WHAT IS IT THAT ARE

1:14:31THE BASIC SERVICES THAT WE

1:14:32SHOULD BE PROVIDING AS A CITY

1:14:35AND GETTING DOWN TO THE NUT?

1:14:37AND I'M HOPING THAT I KNOW THAT

1:14:41KELLY HAS TALKED ABOUT A

1:14:42STRATEGIC PLANNING SESSION.

1:14:45PERHAPS WE'RE GOING TO BE DOING

1:14:46THAT IN THE NOT TOO DISTANT

1:14:48FUTURE SO THAT WE CAN WRAP IN

1:14:49REALLY WHAT ARE OUR OUR CORE

1:14:51SERVICES THAT WE HAVE TO FOCUS

1:14:53ON. AND I THINK THAT'S GOING TO

1:14:55HELP US IF WE CAN DEFINE THAT

1:14:57SOONER RATHER THAN LATER WHEN

1:14:59IT COMES TO THE NEXT BUDGET AND

1:15:01WHAT WE'RE GOING TO DO ABOUT

1:15:03THE NEXT BUDGET. AND THAT GOES

1:15:05BACK TO, AT SOME POINT, WORKING

1:15:08WITH THE PUBLIC ON LIKE A

1:15:09CONVERSATION WITH PORTLAND OR

1:15:11SOMETHING ALONG THOSE LINES TO

1:15:12HELP PEOPLE UNDERSTAND THE

1:15:14NATURE OF OUR BUDGET. IT'S HUGE.

1:15:16BUT ALL THOSE FUNDS ARE MOST OF

1:15:18THOSE FUNDS ARE DEDICATED. AND

1:15:19WE'RE REALLY ONLY TALKING ABOUT

1:15:21GENERAL FUND WHEN WE'RE TALKING

1:15:22ABOUT CUTS. AND THOSE ARE CORE

1:15:25SERVICES. SO THAT'S MY GREATEST

1:15:28CONCERN IS GETTING TO TRYING TO

1:15:31IDENTIFY WHAT THOSE CORE

1:15:32SERVICES ARE, WHAT ARE THE

1:15:34BASIC THINGS THAT WE SHOULD BE

1:15:35DOING AND FOCUSING ON,

1:15:37PARTICULARLY WHEN IT COMES TO

1:15:38THE NEXT BUDGET. AND THEN THE

1:15:42AUDIT CITY FACILITIES, COSTS

1:15:43AND USAGE, YOU PUT THOSE ON

1:15:45YOUR FUTURE ACTIONS. I THINK

1:15:46THEY'RE A LITTLE BIT MORE

1:15:48IMMEDIATE FROM MY PERSPECTIVE,

1:15:50BUT I'LL JUST LEAVE IT AT THAT.

1:15:52I DON'T THAT'S NOT EIGHT

1:15:53MINUTES, BUT THAT'S PLENTY FOR

1:15:55ME. THANK YOU.

1:15:56>> THANK YOU COUNSELOR.

1:15:57>> FEEL FREE TO JUMP BACK IN

1:15:58THE QUEUE LATER IF YOU IF YOU

1:16:00THINK OF STUFF TO ADD COUNCIL

1:16:02PRESIDENT DUNPHY FOLLOWED BY

1:16:04COUNSELOR SMITH.

1:16:05>> THANK YOU VERY MUCH, JONAS.

1:16:06I THINK WE'RE CERTAINLY ON THE

1:16:08RIGHT TRACK. AND ALSO, I'M NOT

1:16:09A NUMBERS GUY. AND SO I'M GOING

1:16:11TO TRUST THAT YOU ARE ON THE

1:16:13RIGHT TRACK BECAUSE IT SURE

1:16:14LOOKED GOOD. BUT I GOTTA SAY,

1:16:16SOME OF THESE THINGS SEEMED

1:16:17LESS FINANCIAL AND MORE JUST

1:16:18SORT OF LIKE GOOD THINGS THAT

1:16:20THIS CITY SHOULD DO. AND SO I'M

1:16:22WONDERING WHY SOME OF THESE

1:16:23THINGS ARE ON YOUR LIST VERSUS

1:16:25JUST LIKE, HONESTLY, CITY

1:16:26ADMINISTRATOR'S LIST, LIKE AN

1:16:29ORGANIZATIONAL STRUCTURE AND

1:16:30UNDERSTANDING. DEFENSIBLY WHY

1:16:35WE HAVE THIS ORG STRUCTURE THAT

1:16:36SEEMS LIKE IT SHOULD BE A BIG

1:16:39CITY WIDE THING, BUT NOT A

1:16:40FINANCIAL STABILIZATION THING.

1:16:42SIMILAR. TO, WELL, SOME. YEAH,

1:16:48THAT THAT ONE IN PARTICULAR

1:16:50DEVELOPING IGA PROTOCOLS,

1:16:52REALLY GOOD POLICY. IS THAT

1:16:55SPECIFIC TO FINANCIAL

1:16:56STABILIZATION. I DON'T THAT

1:16:57DOESN'T SEEM LIKE IT TO ME. IT

1:16:59SEEMS LIKE IT'S JUST GOOD

1:17:00THINGS WE SHOULD DO TO GET OUR

1:17:02HOUSE IN ORDER. I HAVE REAL

1:17:04CONCERNS, AND I THINK YOU

1:17:05PROPERLY ARRANGED THE SORT OF

1:17:07PRIORITIZATION OF THE

1:17:08RECOMMENDATIONS. I HAVE DEEP

1:17:09CONCERNS ABOUT BIENNIAL

1:17:10BUDGETING. I HAVE BEEN LOBBYING

1:17:11THE STATE LEGISLATURE IN

1:17:14DIFFERENT CAPACITIES SINCE

1:17:1722,009. I WAS THERE FOR THE

1:17:19FIRST LEGISLATIVE A SHORT

1:17:20SESSION WHEN THE. IN 2013 2012,

1:17:23HOWEVER, IT WAS. THE VOTERS AND

1:17:25THE LAWMAKERS ALL AGREED THAT

1:17:27THE BIENNIAL BUDGETING IS NOT.

1:17:29YOU KNOW, WITHOUT SOME ONGOING

1:17:31TOUCH POINT IS NOT A GREAT

1:17:32THING. AND THAT LEADS TO SOME

1:17:34PROBLEMS. AND I THINK THERE ARE

1:17:35STILL SOME PROBLEMS IN HOW THE

1:17:36STATE DOES THEIR BUDGETING. I

1:17:38AGREE, DON'T PRIORITIZE THAT.

1:17:39THAT DOESN'T SEEM LIKE IT'S A

1:17:40THING THAT'S ACTUALLY GOING TO

1:17:41LEAD TO FINANCIAL STABILIZATION.

1:17:44WITH REGARD TO REGIONAL

1:17:46COORDINATION AS A

1:17:47RECOMMENDATION, DO YOU MEAN

1:17:48THIS AS COORDINATING TO HAVE

1:17:52THE SAME SORT OF LANGUAGE AND

1:17:54MAYBE EVEN EXCEL SPREADSHEET

1:17:56FORMATS AS THE COUNTY AND METRO?

1:17:58OR DO YOU MEAN ACTUALLY SITTING

1:18:01DOWN WITH THE HOUSING BUREAU

1:18:02AND SAYING THE HOUSING BUREAU

1:18:04IS GOING TO SPEND X AND THEN

1:18:05THE, YOU KNOW, THE COUNTIES

1:18:07HOMELESS SERVICES DIVISION OR

1:18:08WHATEVER THEY CALL NOW IS GOING

1:18:09TO SPEND Y. IS IT INTERNAL

1:18:11FACING? IS IT EXTERNALLY FACING?

1:18:13IS IT A TOOL FOR US TO SAY LIKE,

1:18:14OH, THAT'S NOT OUR JOB. THAT'S

1:18:16THE COUNTY'S JOB. AND BY THE

1:18:17WAY, HERE'S HOW MUCH THEY'RE

1:18:19SPENDING ON IT IS WHAT DID YOU

1:18:20SAY A LITTLE MORE ABOUT THAT

1:18:22FOR ME.

1:18:23>> YEAH. COUNCIL PRESIDENT

1:18:24THANK YOU. AND MAYBE JUST TO

1:18:25YOUR YOUR VERY FIRST

1:18:26OBSERVATION. YEAH, YOU'RE RIGHT.

1:18:28SOME OF THESE DON'T FEEL LIKE

1:18:31THEY'RE DIRECTLY FINANCIAL

1:18:34RELATED ISSUES. AGAIN, THERE

1:18:36ARE ISSUES THAT THAT THE

1:18:38WORKGROUP IDENTIFIED AS FEELING

1:18:40LIKE IT WAS CONNECTED OR

1:18:41IMPORTANT TO THAT WORK. AND SO

1:18:43I WANTED TO BE, YOU KNOW,

1:18:44MINDFUL OF CARRYING THAT

1:18:45FORWARD. AND, AND I DO THINK

1:18:47THAT THERE IS ALWAYS SOME

1:18:49CONNECTIVITY, RIGHT? I MEAN,

1:18:50IGA IS AN EXAMPLE WHERE IT CAME

1:18:52UP IN THE CONTEXT OF IT'S HARD

1:18:54TO UNDERSTAND FOR, YOU KNOW, A

1:18:55COMMUNITY MEMBER WHAT HAPPENS

1:18:56IN AN IGA IF THERE'S SOMEONE

1:18:58WHO IS A PARTY TO THE IGA. BUT

1:19:00BUT I DO ACKNOWLEDGE THAT SOME

1:19:01OF THESE ARE AGAIN, NOT WHAT I

1:19:03MIGHT HAVE IF I JUST SAT IN A

1:19:05ROOM WITH WITH A COUPLE OF MY

1:19:07FINANCIAL FRIENDS MIGHT HAVE

1:19:08COME UP WITH, WITH REGARDS TO

1:19:09THE REGIONAL COORDINATION, I

1:19:11THINK THERE'S TO ANSWER THAT

1:19:13QUESTION. I THINK THERE'S BOTH

1:19:15FLAVORS, RIGHT? I THINK THAT

1:19:16THE ACTION AND THE THING THAT I

1:19:18WOULD PRIORITIZE AROUND THE

1:19:19REGIONAL REGIONAL COORDINATION

1:19:21FORUM WITH THE SORT OF

1:19:22FINANCIAL EXPERTS, IS NOT

1:19:24AROUND THE DETAILS. IT'S MORE

1:19:26AROUND, YOU KNOW, HERE'S A

1:19:30PROBLEM I'M SEEING IN MY

1:19:31FINANCIAL SYSTEM, HELP ME PEER

1:19:34RESPOND TO THAT, RIGHT? OR JUST

1:19:36HAVING AWARENESS OF THINGS THAT

1:19:37ARE GOING ON. A GREAT EXAMPLE

1:19:39COULD BE IF THE CITY KNEW WE

1:19:41WERE GOING TO BE PUTTING

1:19:42FORWARD A GEO BOND IN ONE OF

1:19:44OUR REGIONAL PARTNERS KNEW THAT

1:19:45THEY WERE GOING TO BE PUTTING

1:19:47FORWARD A GEO BOND. IT'S AN

1:19:48OPPORTUNITY TO FLAG THAT MAYBE

1:19:49TWO YEARS AHEAD OF TIME. SO WE

1:19:51HAVE SPACE TO COLLECTIVELY

1:19:52NAVIGATE THOSE KIND OF

1:19:53CONVERSATIONS. SO THAT'S WHAT

1:19:54THAT FORUM WOULD BE MORE ABOUT,

1:19:57THE BROADER FORUM, THE KIND OF

1:19:59THE THIRD BUCKET AROUND

1:20:01REGIONAL COORDINATION IS, I

1:20:02THINK THAT BIGGER, BROADER

1:20:03CONVERSATION THAT'S REALLY

1:20:04OUTSIDE THE REALM OF THE CFO

1:20:06AND REALLY MORE A CITYWIDE, YOU

1:20:08KNOW, CITY ADMINISTRATOR,

1:20:10GOVERNMENT RELATIONS LEAD

1:20:12CONVERSATION.

1:20:13>> EXCELLENT. I THINK MY LAST

1:20:15QUESTION, YOU SAID, WHAT IS THE

1:20:17PRIMARY ACCESS POINT FOR

1:20:19ACCESSING FINANCIAL INFORMATION?

1:20:20AND I DON'T REALLY KNOW WHAT

1:20:21THAT MEANS, IS THAT IS THAT IN

1:20:23THE TERMS OF LIKE COUNCIL

1:20:24ACCESSING TO UNDERSTAND IT, THE

1:20:26PUBLIC UNDERSTANDING, I DON'T

1:20:27WHAT HOW DO I ACCESS ANY OF

1:20:29THIS FINANCIAL.

1:20:29>> YEAH, MY UNDERSTANDING FROM

1:20:31THE CONVERSATION AND CERTAINLY

1:20:32BE WELCOME TO HEAR FROM

1:20:33CO-LEADS WHO ARE IN THE ROOM AS

1:20:35WELL. BUT MY UNDERSTANDING IS

1:20:36THERE WAS JUST SOME, I'LL SAY,

1:20:39ANXIETY IN THE ROOM ABOUT

1:20:41HEARING DIFFERENT THINGS FROM

1:20:43DIFFERENT AUTHORITY POINTS IN

1:20:44THE CITY THAT CONFLICT. AND SO

1:20:47BEING REALLY CLEAR AND

1:20:49INTENTIONAL ABOUT WHEN THE CITY

1:20:50SAYS THIS IS A FINANCIAL FACT,

1:20:53KNOWING THAT THAT'S THE

1:20:55OFFICIAL MANDATED SOURCE RIGHT

1:20:57NOW, IT'S NEVER GOING TO BE

1:20:58PERFECT, OF COURSE, BUT THAT

1:20:59WAS SORT OF THE GENESIS OF THAT

1:21:02FEEDBACK IS, YOU KNOW, HOW CAN

1:21:03I, AS A COMMUNITY MEMBER,

1:21:06UNDERSTAND WHICH OF MAYBE 3 OR

1:21:084 DIFFERENT REALITIES IS TRUE?

1:21:10>> THANK YOU. I WILL LEAVE WITH

1:21:12JUST MY ONE LAST COMMENT, WHICH

1:21:13I SAY A LOT IN EVERY DIFFERENT

1:21:15CONTEXT. PORTLAND LOVES TO

1:21:17REINVENT THE WHEEL. PLEASE

1:21:18DON'T. PLEASE JUST FIND WHAT

1:21:20WORKS ELSEWHERE AND DO THAT.

1:21:21WHETHER IT IS WITH REGARD TO

1:21:24POTENTIAL PROSPECTIVE REVENUE

1:21:26SOURCES OR REGIONAL

1:21:28COORDINATION, OR ANY OF THE

1:21:30INTERNAL CONTROLS THAT WE HAVE,

1:21:32PLEASE DON'T BUILD SOMETHING

1:21:34NEW. LET'S JUST DOUBLE DOWN ON

1:21:36GOOD PRACTICES ELSEWHERE. GREAT.

1:21:37>> THANK YOU, THANK YOU.

1:21:38>> THANK YOU, CHAIR.

1:21:40>> THANK YOU, COUNCIL PRESIDENT.

1:21:41WE'LL GO TO COUNCILOR SMITH

1:21:42FOLLOWED BY MORILLO.

1:21:44>> THANK YOU. CFO BIERY DON'T

1:21:47WE HAVE A PLACE WE CAN GO TO

1:21:48NOW? I NOTED ON YOUR

1:21:51PRESENTATION THAT SPRING OF 27

1:21:53THAT YOU WERE GOING TO PUT

1:21:54TOGETHER SOMETHING OF ALL THE

1:21:56REVENUE RESOURCES, BUT DON'T WE

1:21:58HAVE SOMETHING RIGHT NOW THAT

1:21:59WE CAN GO TO TO SEE ALL THE

1:22:01REVENUE RESOURCES THAT ARE

1:22:04THERE?

1:22:05>> SO YEAH. COUNCILOR. THANK

1:22:07YOU. YES WE DO. I MEAN,

1:22:09CERTAINLY THE BUDGET, THE THE

1:22:11ANNUAL AUDIT LISTS NUMERICALLY

1:22:14AND HAS MAYBE SOME NARRATIVE

1:22:16ABOUT FINANCIAL SOURCES. THE

1:22:18ACTION HERE WOULD BE TO, TO DO

1:22:20A LITTLE BIT DEEPER ANALYSIS.

1:22:22SO SOMETHING MORE THAN WOULD

1:22:23SHOW UP IN JUST A BUDGET

1:22:25DOCUMENT OR A SPREADSHEET. BUT

1:22:26THAT REALLY DOES A LITTLE BIT

1:22:29OF KIND OF MAYBE MORE WIDELY

1:22:31OPENING TO THE DOOR AROUND WHAT

1:22:34ARE THE, YOU KNOW, WE JUST SAY,

1:22:36HERE'S A NUMBER AND HERE'S THE

1:22:38SOURCE. BUT LET'S BE CONSISTENT

1:22:40ABOUT TALKING ABOUT IS THIS

1:22:41SORT OF A, YOU KNOW, 1 TO 10

1:22:43VOLATILITY? WHAT IS THE SORT OF

1:22:46IMPACT. AND SO IT WOULD BE

1:22:47PUTTING A LITTLE MORE COLOR TO,

1:22:50TO, TO EACH OF THE REVENUE

1:22:52STREAMS. AND I THINK

1:22:53IMPORTANTLY NOT NEGLECTING.

1:22:56RIGHT. WE TALK A LOT ABOUT THE

1:22:57GENERAL FUND, RIGHT? WE MAYBE

1:22:59TALK A LOT ABOUT THINGS LIKE

1:23:00PCF OR BLT UTILITY REVENUES,

1:23:03BUT THERE ARE A LOT OF OTHER

1:23:04REVENUES THAT DON'T GET THAT

1:23:06LEVEL OF ATTENTION THAT WE ALSO

1:23:07END UP TALKING ABOUT AND NOT

1:23:09HAVING CLEAR, CLEAR

1:23:10UNDERSTANDING OF. SO THAT WOULD

1:23:12BE REALLY WHAT THAT ACTION IS,

1:23:14IS PRODUCING A LITTLE MORE

1:23:15ROBUST BODY WORK SESSION.

1:23:16>> ON IT. YEAH. BECAUSE IN OUR

1:23:17BUDGET THAT YOU DELIVERED TO US

1:23:20IN THE BEGINNING, IT SHOWS ALL

1:23:22THE, THE DIFFERENT REVENUE

1:23:24SOURCES, RIGHT? DID WE LEAVE

1:23:26ANYTHING OUT?

1:23:27>> NOPE. THAT'S CORRECT. OKAY.

1:23:28YEAH.

1:23:28>> I WAS JUST TRYING TO MAKE

1:23:30SURE IT'S LIKE, OKAY, THAT'S

1:23:31WEIRD. WE ALREADY KNOW THAT.

1:23:32>> YEAH, YEAH. NO, THAT'S A

1:23:34GOOD POINT. I MEAN, IT

1:23:35CERTAINLY THE, THE VERY BASE

1:23:36INFORMATION EXISTS, THE NUMBERS

1:23:39EXIST, BUT IT DOESN'T OFTEN

1:23:40HAVE. AND WE'VE ENCOUNTERED

1:23:41THIS IN THIS ROOM, A LOT OF THE

1:23:43NECESSARY CONTEXT TO BOTH

1:23:45INFORM DECISION MAKERS AND FOR

1:23:47THE PUBLIC TO UNDERSTAND WHAT'S

1:23:49WHAT'S UNDERNEATH THOSE NUMBERS

1:23:50AS WELL.

1:23:50>> SO WILL THAT INCLUDE THINGS

1:23:52LIKE THE OPIOID MONIES, BECAUSE

1:23:55WE'RE EXPECTED TO GET THAT FOR

1:23:56THE NEXT 20 SOME ODD YEARS. IS

1:23:58THAT ALSO LINE ITEM?

1:24:00>> I THINK IT COULD. YEAH, YEAH.

1:24:02>> THOSE THOSE ARE THE KIND OF

1:24:04THINGS THAT I WANT TO KNOW

1:24:05ABOUT THAT WE HAVE REVENUE

1:24:06SOURCES THAT ARE NOT IN THAT WE

1:24:08DON'T SEE LINE ITEM, BUT SHOULD

1:24:12BE CONSIDERED ONGOING MONEY

1:24:15BECAUSE WE'RE GETTING IT FOR

1:24:15MORE THAN FIVE YEARS. AND SO,

1:24:18AND THEN HAVE A DEADLINE DATE

1:24:19OF WHEN WE STOP RECEIVING IT.

1:24:21THOSE ARE THE KIND OF THINGS

1:24:22THAT I WANT TO SEE. YEAH. WE

1:24:25CAN. I THINK, YOU KNOW,

1:24:27UNDERSTANDING THOSE DIFFERENT

1:24:28POTS OF MONEY BEFORE SPRING IS

1:24:30MORE IMPORTANT THAN IN SPRING,

1:24:33BECAUSE IN SPRING WE'RE IN

1:24:35BUDGET CYCLES. SO IT GETS TO BE

1:24:37A BIT MUCH IF WE WANT MORE

1:24:39INFORMATION. I THINK THAT

1:24:41INFORMATION WE SHOULD

1:24:42UNDERSTAND A LITTLE BIT BETTER

1:24:43IN OUR FORECAST IN DECEMBER.

1:24:44WHEN PETER COMES AND GIVES US A

1:24:47FORECAST THAT SHOULD BE, YOU

1:24:49KNOW, SOME SORT OF WORK SESSION

1:24:50TO TELL US ABOUT ALL THE

1:24:52DIFFERENT SOURCES AND ALSO

1:24:54INCLUDE THOSE RESOURCES THAT WE

1:24:56DON'T GENERALLY PUT IN, BUT

1:24:57SHOULD BE CONSIDERED AS ONGOING

1:24:59MONEY, LIKE THE OPIOID

1:25:01SETTLEMENT. SO I APPRECIATE YOU

1:25:04PUTTING THAT UP THERE, AND I'M

1:25:06LOOKING FORWARD TO HAVING THAT

1:25:09CONVERSATION.

1:25:09>> GREAT. THANK YOU COUNCILOR.

1:25:11>> THANK YOU, COUNCILOR SMITH.

1:25:12IT'S EXACTLY 320 COUNCILOR

1:25:14MORILLO WOULD YOU PREFER TO GO

1:25:15BEFORE OR AFTER THE BREAK?

1:25:16>> I'M FINE TO GO AFTER IF

1:25:18THAT'S OKAY.

1:25:19>> COOL. THEN WE WILL TAKE A

1:25:20BREAK FOR ABOUT 13 MINUTES.

1:25:22LET'S BE BACK AT 334 AND WE'LL

1:25:24PICK BACK UP WHERE WE LEFT OFF.

1:25:26AND I HAVE, JUST BECAUSE I KNOW

1:25:27THE THINGS GOING TO CHANGE THE

1:25:29ORDER WHEN WE GO OUT OF THE

1:25:31SHARE SCREEN. SO. MORILLO.

1:25:32NOVICK. RYAN AND THEN.

1:25:33PIRTLE-GUINEY. THANKS.

1:40:44ALL

1:40:45RIGHT, WE'RE GONNA PICK BACK UP.

1:40:48GIVE IT A SECOND WHILE FOLKS

1:40:49GET. RESITUATED. BUT I'M GOING

1:40:53TO PASS IT TO COUNCILOR MORILLO

1:40:55AND THEN TO COUNCILOR NOVICK.

1:41:00>> THANK YOU, CHAIR. THANK YOU

1:41:02FOR JOINING US AGAIN. I HOPE

1:41:04YOU HAD A BIT OF A BREAK SINCE

1:41:06YOU HAD TO GIVE US SUCH A LONG

1:41:08PRESENTATION. WE APPRECIATE IT.

1:41:10THAT WAS REALLY HELPFUL. AND I

1:41:11REALLY APPRECIATE GENUINELY

1:41:13JUST GETTING TO LEARN MORE

1:41:14ABOUT OUR BROAD FINANCIAL

1:41:16STABILIZATION PLAN AND HEARING

1:41:18ABOUT WHAT I KNOW FOLKS HAVE

1:41:19BEEN WORKING ON FOR A FEW

1:41:20MONTHS ON THIS. I HAVE ONLY ONE

1:41:24VERY SIMPLE QUESTION FOR YOU,

1:41:26BECAUSE I KNOW WE HAVE A LOT OF

1:41:28PEOPLE IN THE QUEUE. AND THAT'S

1:41:30JUST, YOU KNOW, YOU'VE BEEN

1:41:30HAVING YOU'VE BEEN DOING A LOT

1:41:32OF OUTREACH WITH OUR OFFICES

1:41:33AND YOU'VE BEEN GETTING A LOT

1:41:35OF FEEDBACK FROM US ON THE

1:41:36BUDGET PROCESS. FOR US AS

1:41:37COUNCILORS, HOW WE GET

1:41:39INFORMATION, WHAT WE DO MOVING

1:41:41FORWARD. AND I'M WONDERING WHAT

1:41:43PROGRESS YOU AND CBO HAVE MADE

1:41:46ON INTEGRATING THAT FEEDBACK

1:41:47INTO THE NEXT BUDGET PROCESS

1:41:48AND WHAT THAT'S GOING TO LOOK

1:41:49LIKE.

1:41:50>> YEAH, COUNCILOR, THANK YOU

1:41:51FOR THE QUESTION. THANK YOU FOR

1:41:52THE ACKNOWLEDGMENT OF THE BREAK.

1:41:54I DID APPRECIATE THAT. SO YEAH,

1:41:57WE'RE STILL, I THINK, WORKING

1:41:59THROUGH THAT. I THINK THE NEXT

1:42:00PLACE WE'LL SEE THAT REALLY

1:42:02MATERIALIZE THAT THAT PROGRESS

1:42:03ON THE BUDGET IMPROVEMENT,

1:42:06BUDGET IMPROVEMENT PROCESS

1:42:08ITEMS IN IS IN THE DISCUSSION.

1:42:11SO PART OF THAT WILL BE

1:42:14INCORPORATE, YOU KNOW,

1:42:15POTENTIAL CALENDAR SCHEDULE.

1:42:18AND SO I THINK THAT'LL BE THE

1:42:20NEXT PLACE. AND I THINK WE HAVE

1:42:21A WORK SESSION JUST IN A COUPLE

1:42:23OF WEEKS HERE AROUND THAT. AND

1:42:25SO THAT'S THE NEXT PLACE I

1:42:26THINK YOU'LL START TO SEE SOME

1:42:28OF THE. ACTION HAPPENING AROUND

1:42:30TAKING THAT FEEDBACK AND

1:42:32PUTTING IT INTO MOTION IN THE

1:42:33CONTEXT OF THE SCHEDULE.

1:42:34>> GOTCHA.

1:42:35>> AND CERTAINLY HAPPY TO

1:42:37EXPLORE. I KNOW RUTH AND I HAD

1:42:39A BUDGET DIRECTOR OR RUTH

1:42:41LEVINE, AND I HAD A

1:42:42CONVERSATION ABOUT, IS THERE A

1:42:43WAY THAT WE CAN ACTUALLY DO

1:42:45KIND OF A REPORT OUT ASSESSMENT?

1:42:47AND SO WE HAVEN'T LOST THAT. WE

1:42:48JUST WANT TO MAKE SURE WE'RE

1:42:50ACTUALLY GETTING THE WORK DONE

1:42:51AND PRIORITIZING THAT OVER,

1:42:53OVER THE REPORTING.

1:42:55>> YEAH, I AGREE, AND SOMETIMES

1:42:56I DON'T, I DON'T THINK WE NEED

1:42:58A WHOLE A FULL BLOWN BUREAU

1:42:59REPORT OR ANYTHING LIKE THAT.

1:43:01JUST GETTING TO HEAR UPDATES ON

1:43:02HOW THAT OUR FEEDBACK IS BEING

1:43:04INTEGRATED INTO THE NEW PROCESS

1:43:05IS HELPFUL. SO WHEN YOU'RE ABLE

1:43:07TO COME BACK AND GIVE US THOSE

1:43:09SPECIFICS, THAT WOULD BE

1:43:10HELPFUL. BUT THAT WAS MY ONLY

1:43:11QUESTION. I THINK THIS WAS A

1:43:13REALLY THOROUGH PRESENTATION.

1:43:14IT WAS VERY HELPFUL, AND I

1:43:16AGREED WITH A LOT OF THE STUFF,

1:43:18ESPECIALLY. I THINK THE THING

1:43:19THAT STOOD OUT TO ME IS MAKING

1:43:21SURE THAT WHEN WE'RE PASSING

1:43:22ANY REVENUE POLICIES, THAT

1:43:23THEY'RE NOT REGRESSIVE, THAT

1:43:24THEY'RE NOT IMPACTING THE VERY

1:43:27PEOPLE THAT WE'RE TRYING TO

1:43:28HELP WITH THE SERVICES THAT

1:43:29WE'RE CHANGING. SO JUST REALLY

1:43:31APPRECIATED SEEING THAT IN

1:43:32THERE. AND YEAH, THANKS FOR ALL

1:43:34OF YOUR TIME AND COUNCILOR

1:43:35GREEN AND ZIMMERMAN

1:43:36>> WELL. THANK YOU.

1:43:38>> THANKS. COUNCILOR. MORILLO.

1:43:39WE'LL GO TO COUNCILOR. NOVICK

1:43:40THEN. RYAN.

1:43:43>> THANK YOU, MR. CHAIRMAN. I

1:43:44JUST WANTED TO TAKE THIS

1:43:46OPPORTUNITY TO. SINCE SPAN OF

1:43:48CONTROL AND CONTRACTING OUT

1:43:50WERE ON THE LIST. I JUST WANT

1:43:52TO REITERATE THAT I THINK THAT

1:43:54WE SHOULD HAVE THOROUGH

1:43:55DISCUSSIONS OF BOTH OF THOSE

1:43:56TOPICS IN THE NEXT COUPLE OF

1:43:57MONTHS, EITHER IN THE COMMITTEE

1:43:59OF THE WHOLE OR AS A PART OF A

1:44:01COUNCIL WORK SESSION. IF

1:44:05COUNCILOR GREEN BRINGS CHOP

1:44:06FROM THE TOP BACK NEXT YEAR, I

1:44:08WANT TO EITHER FEEL CONFIDENT

1:44:09VOTING FOR IT OR MORE CONFIDENT

1:44:11THAN I DID LAST YEAR VOTING

1:44:12AGAINST IT. SO HAVING A

1:44:14THOROUGH DISCUSSION ABOUT SPAN

1:44:15OF CONTROL LEVEL, HOW MUCH

1:44:17ADDITIONAL HAVE WE REALLY ADDED?

1:44:18TONS OF ADDITIONAL MANAGERS THE

1:44:19LAST SEVERAL YEARS. AND WHAT

1:44:21ABOUT THOSE 50 PEOPLE THAT

1:44:23SUPERVISE FEWER THAN FEW PEOPLE?

1:44:24I THINK THAT'S CRITICALLY

1:44:26IMPORTANT. ALSO, I WAS PLEASED

1:44:29TO SEE THE DISCUSSION OF ONE

1:44:31TIME FUNDED THINGS ON THE LIST,

1:44:33AND I JUST WANTED TO PUT IN A

1:44:35PLUG THAT I THINK THAT EVERY

1:44:36YEAR WE SHOULD REVIEW THAT

1:44:38EVERY EVERYTHING THAT WE'RE

1:44:39SPENDING ONE TIME FUNDING ON

1:44:40AND HAVE A SERIOUS CONVERSATION

1:44:42ABOUT, DO WE REALLY THINK THIS

1:44:43IS ONE TIME OR AND WE'RE

1:44:46PREPARED TO LET IT GO WHEN THE

1:44:47ONE TIME FUNDING RUNS OUT? OR

1:44:49DO WE THINK THAT WE'RE PROBABLY

1:44:51GOING TO WANT TO KEEP THIS AND

1:44:52HAVE TO COMPETE WITH OTHER

1:44:54THINGS IN THE BUDGET THAT ARE

1:44:55RIGHT NOW ARE NOT LISTED AS ONE

1:44:57TIME? SO I THINK THAT'S GOING

1:44:58TO BE A REALLY IMPORTANT

1:45:00DISCUSSION. THANK YOU.

1:45:00>> GREAT. YEAH. THANK YOU

1:45:01COUNSELOR. AND I THINK WHAT YOU

1:45:03JUST DESCRIBED IN REGARD TO ONE

1:45:04TIME FUNDING IS, IS EXACTLY THE

1:45:06INTENT AMONG THE INTENTS OF, OF

1:45:08DOING THAT ADDITIONAL ELEVATED

1:45:10WORK. THANK YOU.

1:45:13>> THANK YOU, COUNSELOR NOVICK

1:45:14WE'LL GO TO COUNSELOR RYAN THEN.

1:45:15PIRTLE-GUINEY.

1:45:16>> THANK YOU. COUNCILOR KANAL.

1:45:17THANK YOU, JONAS AND YOUR TEAM

1:45:18AND ALL THE VOLUNTEERS WHO

1:45:20SHOWED UP TO GIVE US THIS WORK

1:45:22AT THIS TIME. JUST SOME CONTEXT

1:45:26SETTING IN THE WORK GROUP.

1:45:27RECOMMENDATION ONE A WHEN THEY

1:45:29WERE STUDYING, IF YOU WILL, AND

1:45:31THEIR INQUIRY PHASE, DID THAT

1:45:33INCLUDE HOW MUCH HOW FAR BACK

1:45:35DID WE GO? WAS IT JUST THE LAST

1:45:38YEAR, LAST TWO YEARS OR WAS IT

1:45:39TEN YEARS?

1:45:41>> NO, THAT'S A GOOD QUESTION.

1:45:42I MEAN, WE LOOK BACK IN MOST

1:45:44CASES, FIVE TO 5 TO 10 YEARS OR

1:45:46IN SOME CASES EVEN FARTHER IF

1:45:48WE HAD THAT CONSISTENT DATA.

1:45:49>> I THINK IT'S GOOD WHEN WE

1:45:50LOOK BACK BEFORE 2020, 2020 IS

1:45:53AN ANOMALY, A BE MOST PEOPLE

1:45:57WERE MORE SATISFIED WITH THE

1:45:59SERVICES OF THE CITY IN 2015,

1:46:01IF YOU WILL, IN THAT ERA. SO I

1:46:03THINK IT'S ALWAYS IMPORTANT TO

1:46:04LOOK AT WHY THAT WAS. LIKE, HOW

1:46:06MUCH WERE WE FUNDING

1:46:07PROPORTIONATELY AND AND SUCH

1:46:08FOR EACH BUREAU. SO THAT'S WHY

1:46:10I ASKED THAT QUESTION. THANKS

1:46:11FOR UNDERSTANDING THE INTENT

1:46:13WITH THAT. ANOTHER CONTEXT ONE

1:46:18IS ON STAFFING AND STRUCTURE. I

1:46:22THINK WE OFTEN JUST LOOK

1:46:24INTERNALLY TO OUR EFFORTS OF

1:46:26THE CITY. I THINK IT'S

1:46:28IMPORTANT THAT WE LOOK AT HOW

1:46:30MANY OF OUR BUREAUS PARTNER,

1:46:32ESPECIALLY WITH THE NONPROFIT

1:46:34PARTNERS AND HOW MUCH IS GOING

1:46:36THERE. AND AND ALSO TO THE

1:46:39COURSE, THE CONTRACTS, THEY

1:46:40TEND TO BE MORE PROCUREMENT

1:46:42AROUND BRICKS AND MORTAR AND

1:46:43SUCH. BUT I THINK THAT THE

1:46:46PUBLIC'S WANTING TO SEE THAT

1:46:48ACCOUNTABILITY AS WELL, SINCE I

1:46:50THINK IF YOU LOOK AT A LIKE A

1:46:5215 YEAR LOOK BACK, YOU'LL SEE

1:46:54THAT PROPORTIONATELY A LOT MORE

1:46:56MONEY GOES OUT TO PARTNERS. NOT

1:46:58A GOOD OR BAD STATEMENT. IT

1:47:00JUST IT'S, IT'S A WHAT IS. AND

1:47:02I THINK IT'S IMPORTANT THAT AS

1:47:04WE LOOK AT WHERE WE WERE AND

1:47:06WHERE WE ARE TODAY AND WHERE

1:47:07WE'RE GOING, THAT WE HAVE THAT

1:47:08TYPE OF CONTEXT. THAT MAKES

1:47:11SENSE.

1:47:13>> YES. YEAH. COUNCILOR. THANK

1:47:14YOU.

1:47:15>> AND THEN I HAD A THEME OF

1:47:16YELLOWS THAT I COULDN'T BELIEVE

1:47:18WEREN'T GREENS, AND I COULDN'T

1:47:19WAIT TO ASK THAT. THEN WHEN I

1:47:21FAST FORWARDED TO YOUR VERY

1:47:24EFFICIENT BUT LONG PRESENTATION

1:47:26THAT YOU DID A REALLY GOOD JOB

1:47:28ON, I NOTICED THAT SOME OF

1:47:29THOSE SAME YELLOWS WERE IN YOUR

1:47:32RECOMMENDATIONS, AND MAYBE I

1:47:33JUST WANT TO UNDERSCORE A FEW

1:47:35OF THEM THAT THERE ACTUALLY

1:47:36THAT I READ THAT RIGHT. THE

1:47:41FIRST ONE WAS PREPARE REPORT

1:47:43REGARDING CURRENT CITY REVENUES.

1:47:45AND WHEN THAT WAS YELLOW, I

1:47:47REALLY COULDN'T UNDERSTAND WHY

1:47:48FOR THE LIFE OF ME. SO I HOPE

1:47:50THAT THAT KEEPS MOVING TOWARDS

1:47:52A GREEN. I THINK THAT I'VE

1:47:55EXPERIENCED ON THIS COUNCIL

1:47:56THAT THERE'S A LEVEL OF.

1:48:00CONFUSION AROUND THAT, THAT

1:48:01VERY BASIC IDEA ABOUT WHERE

1:48:03REVENUE COMES FROM AND, AND HOW

1:48:05THAT'S FLOWING ON THAT SAME

1:48:08REGARD. I KNOW THE COUNTY IS

1:48:10MORE DEPENDENT ON REVENUES FROM

1:48:13PROPERTY TAXES, BUT WHEN I

1:48:15CONTINUE TO READ ABOUT THE DEEP

1:48:19DEVALUING OF PROPERTIES

1:48:22DOWNTOWN AND THE FORECLOSURE

1:48:24LIST, WHICH IS LONGER THAN

1:48:25ANYONE WANTS TO TALK ABOUT THAT,

1:48:27WE REALLY FACTOR THAT INTO THE

1:48:30EQUATION. THE CUTS COMING TO

1:48:33COUNTY GOVERNMENT BASED ON THAT

1:48:34ARE GOING TO BE QUITE SEVERE.

1:48:36IF WE LOOK AT THE X'S AND O'S

1:48:38THAT WE'VE BEEN ACCUSTOMED TO,

1:48:40AND THAT HAS A LARGE IMPACT ON

1:48:41OUR GENERAL FUND AS WELL. SO I

1:48:44WANT TO MAKE SURE THAT WHEN WE

1:48:46GO INTO BUDGET SEASON, WE HAVE

1:48:48EYES WIDE OPEN ABOUT THIS. THAT

1:48:50MAKES SENSE.

1:48:52>> YEAH. COUNCILOR, THANK YOU

1:48:53FOR ACKNOWLEDGING THAT. IF I

1:48:54CAN JUST RESPONDING TO YOUR

1:48:56QUESTION ON THE CURRENT

1:48:57REVENUES, JUST TO BE CLEAR THAT

1:49:00A THE COLORS ARE AN ART, NOT A

1:49:02SCIENCE HERE. AND I INDICATED

1:49:05THAT ITEM AROUND REVENUE

1:49:07SOURCES IS YELLOW, LARGELY FOR

1:49:10THE REASON THAT COUNCILOR SMITH

1:49:11HIGHLIGHTED, WHICH IS I THINK

1:49:14THERE'S A QUESTION TO BE

1:49:15DETERMINED ABOUT HOW DEEP DOES

1:49:16THAT GO? RIGHT. SO THE YELLOW

1:49:18IS NOT IT'S GOOD, BAD OR

1:49:19INDIFFERENT. THE YELLOW IS JUST

1:49:20IT'S A LITTLE. THERE'S SOME

1:49:22QUESTIONS AROUND HOW WHAT ARE

1:49:24THE CHARACTERISTICS THAT WE

1:49:25WANT TO COMMUNICATE AND HOW

1:49:28GRADIENT DO WE WANT TO BE. SO I

1:49:30JUST WANT TO BE CLEAR. IT'S THE

1:49:31GREEN. YES I AGREE, I AGREE WE

1:49:33SHOULD.

1:49:33>> DO ALL OF IT. LIKE THE

1:49:35DESIGNATION ONES WHICH WE HAD

1:49:36SOME CIVICS LESSONS ON THIS

1:49:38MORNING. BUT I THINK IT'S ALSO

1:49:39REALLY IMPORTANT THAT WE LOOK

1:49:41AT THE GENERAL FUND BREAD AND

1:49:43BUTTER REVENUE, BECAUSE THAT'S

1:49:45THE THAT'S WHAT'S BEEN DROPPING

1:49:47DRAMATICALLY OF LATE.

1:49:48>> YEAH. AND AND TO THAT POINT,

1:49:49THE OTHER JUST QUICK RESPONSE

1:49:50I'D MAKE IS THAT WE WILL HAVE,

1:49:52I THINK I DON'T KNOW IF IT'S

1:49:54BEEN SCHEDULED YET, BUT LOOKING

1:49:55TO HAVE BEFORE THE END OF THE

1:49:57YEAR, A WORK SESSION OR A

1:49:58MOMENT FOR CONVERSATION AROUND

1:49:59THE GENERAL FUND FORECAST. AND

1:50:01SO THAT WILL BE A MOMENT TO

1:50:05HAVE DIALOG ABOUT THOSE

1:50:06REALITIES THAT YOU'RE

1:50:07DESCRIBING ON THE GENERAL FUND

1:50:08SIDE.

1:50:09>> THE OTHER ONES I JUST WROTE

1:50:10THAT ON REAL QUICKLY IS WHEN WE

1:50:12LOOKED AT STRATEGIC PLANNING TO

1:50:14DEFINE CORE SERVICES, AND THAT

1:50:16REMAINS YELLOW. IS THAT BECAUSE

1:50:19LIKE, THAT SEEMS TO ME TO BE A

1:50:21BRIGHT GREEN ONE AND SO IS IT

1:50:23YELLOW. WHY IS IT YELLOW?

1:50:25>> WELL, I THINK AGAIN, YELLOW

1:50:26DOES NOT INDICATE THAT IT'S,

1:50:28YOU KNOW, SHOULD OR SHOULD NOT

1:50:30DO. IT JUST MEANS IT'S A

1:50:33FUZZIER HOW WE HOW TO PROCEED.

1:50:35RIGHT.

1:50:36>> DEALING WITH THE 12 OF US.

1:50:37SO IT'S FUZZY. BUT THE FACT IS.

1:50:39>> NO COMMENT.

1:50:40>> THE 12 OF US ARE ELECTED TO

1:50:42BE GROWN UPS THAT SHOW UP TO

1:50:44TRY TO FIGURE THAT OUT, EVEN IF

1:50:45YOU DON'T AGREE WITH EVERYBODY

1:50:47ALL THE TIME. SO WE YOU NEED

1:50:48SOME GUIDANCE FROM THE COUNCIL

1:50:50ON THAT. THAT'S OUR

1:50:51RESPONSIBILITY. AND I KNOW WE

1:50:52HAD TO TAKE ONE ON IT. AND I

1:50:54THINK I HOPE WE HAVE A A TAKE

1:50:56TWO THAT GOES A LITTLE BIT

1:50:57DEEPER. I COULD SEE RAYMOND LEE

1:50:59SO WELL NOW, BECAUSE I'M ONLY

1:51:00TWO SLOTS AWAY FROM HIM. YOU'RE

1:51:02YOU'RE NODDING. AND SO I LOOK

1:51:03FORWARD TO YOUR LEADERSHIP

1:51:04HELPING US DO THAT EXERCISE

1:51:06THIS YEAR IN A NEW AND IMPROVED

1:51:07MANNER. I HOPE DATA DRIVEN ON

1:51:10POTENTIAL ACTION, ACCESS AND

1:51:12IDENTITY. IDENTIFY COMMUNITY

1:51:13DATA RESOURCES. WE TALK ABOUT

1:51:15THAT A LOT. WE CONTINUE TO

1:51:17STRUGGLE IN THE GOVERNMENT. THE

1:51:20GOVERNMENT INPUT. HOW MUCH

1:51:22MONEY WE'RE SPENDING FOR

1:51:24SOMETHING AS OPPOSED TO WHAT

1:51:25THE PUBLIC WANTS, WHICH IS THE

1:51:27OUTCOMES OF THOSE INVESTMENTS.

1:51:30AND WE STRUGGLE WITH THAT. AND

1:51:31THEN WE MOVE GOALPOSTS WHEN WE

1:51:32DON'T LIKE IT. AND EVERYONE'S

1:51:34ON TO THAT. SO I THINK WE JUST

1:51:35NEED THAT TYPE OF TRANSPARENCY

1:51:37TO OUR VOTERS AND TAXPAYERS. I

1:51:41WILL END WITH ONE MORE. I HAVE

1:51:43MORE, BUT I'M TRYING TO PICK

1:51:44ONE FOR TIME. THE ONE THAT WAS

1:51:48YELLOW, THE LAST ONE THAT I

1:51:49HOPE IS GREEN IS THE REFRESH, A

1:51:52COORDINATED CITYWIDE ECONOMIC

1:51:53DEVELOPMENT STRATEGY. I CAN'T

1:51:58THINK OF ANYTHING MORE

1:51:59IMPORTANT FOR US TO BE SEEN AS

1:52:04HOPEFULLY GOING FROM THE 80TH

1:52:06OUT OF 81 ACROSS THE NATION ON

1:52:08WHERE SOMEONE WOULD WANT TO

1:52:09INVEST TO GOING MUCH HIGHER.

1:52:11AND I THINK ONE REASON WE COULD

1:52:13START TO MOVE UP THAT THAT

1:52:15LADDER IS IF LEADERSHIP SHOWS

1:52:17THAT WE ACTUALLY HAVE AN

1:52:18ECONOMIC DEVELOPMENT STRATEGY.

1:52:20I THINK THE BODY UP HERE IS

1:52:21REALLY STRUGGLING WITH THAT.

1:52:23AND THERE'S PARTIZAN NIPPING AT

1:52:26THIS, AND IT'S GETTING IN THE

1:52:27WAY OF HOW WE CAN PROVIDE SOME

1:52:30CLARITY FOR THE MARKETPLACE AND

1:52:33WHICH GOES WELL BEYOND PORTLAND.

1:52:35AND I HOPE THAT WE TAKE SOME

1:52:36MORE TIME TO GET MORE CLEAR

1:52:39ABOUT WHAT THE DREAMERS OF THIS

1:52:41CITY WANT THIS CITY TO BE. THIS

1:52:43WAS A CITY THAT WAS BUILT UPON

1:52:45A LOT OF CREATIVITY, INNOVATION,

1:52:47AND ENTREPRENEURISM. A LOT OF

1:52:49PEOPLE THAT BUILT SMALL

1:52:50BUSINESSES THAT BECAME LARGER.

1:52:52AND RIGHT NOW, WHEN I LISTEN TO

1:52:54PEOPLE TALK ABOUT THEIR KIDS

1:52:55NOT MOVING BACK, THEIR KIDS ARE

1:52:57NOW IN THEIR 30S. IT'S BECAUSE

1:52:58THEY DON'T THINK PORTLAND'S A

1:53:00PLACE THAT THEY CAN DO THAT

1:53:01ANYMORE. AND SO WE HAVE TO NOT

1:53:03ALLOW THAT TO BE THE STORY,

1:53:05UNLESS WE WANT TO BE AN

1:53:06ISOLATED ISLAND AND THE REST OF

1:53:07THE NATION. SO I HOPE THAT WE

1:53:09CAN REALLY GET DOWN INTO THOSE

1:53:13CONVERSATIONS. AND I HOPE THAT

1:53:15THE PEOPLE THAT SHOWED UP IN

1:53:17THAT GROUP HAD SOME

1:53:19UNDERSTANDING OF THAT. WE HAD

1:53:20ABOUT HALF THE PEOPLE THERE,

1:53:22THOSE THAT WANT MONEY FROM THE

1:53:23TROUGH CALLED GOVERNMENT. AND

1:53:24THEN WE HAD A FEW THAT ARE

1:53:27GENERATORS OF REVENUE. AND I

1:53:28HOPE WE CONTINUE TO LISTEN TO

1:53:30THOSE WHO GENERATE REVENUE FOR

1:53:31THE CITY SO THAT THEY CONTINUE

1:53:33TO WANT TO DO THAT HERE. I WILL

1:53:35ALWAYS BE A CHAMPION FOR TRYING

1:53:36TO CREATE MORE REVENUE FOR MY

1:53:38HOMETOWN, AND I WANT TO MAKE

1:53:39SURE I GOT THOSE OUT AS I

1:53:41GLANCE THROUGH THIS.

1:53:42>> THANK YOU. THANK YOU

1:53:43COUNCILOR.

1:53:44>> THANKS, COUNCILOR RYAN

1:53:45COUNCILOR PIRTLE-GUINEY. AND

1:53:46THEN WE'LL GO BACK TO COUNCILOR

1:53:47GREEN, ACTUALLY.

1:53:50>> GOING BACK TO COUNCILOR

1:53:51GREEN FIRST. OKAY. THANK YOU. I

1:53:53MISSED THE WORD THEN. FIRST OFF,

1:53:58THANK YOU FOR CONVENING THIS

1:53:59GROUP. THANK YOU FOR PUTTING IN

1:54:00THE WORK. I KNOW THIS IS

1:54:02SOMETHING THAT WE TALKED ABOUT

1:54:03A LOT OVER THE FIRST YEAR THAT

1:54:05WE WERE ALL HERE. AND IT'S

1:54:06GREAT TO SEE SOME TANGIBLE

1:54:08ITEMS COME OUT OF IT. AND THANK

1:54:10YOU TO COUNCILOR ZIMMERMAN AND

1:54:12GREEN FOR REALLY SHEPHERDING

1:54:13THIS THROUGH AND MAKING SURE

1:54:14THAT YOU ARE ABLE TO BOTH HEAR

1:54:18WHAT THE OTHER FOLKS ON THAT

1:54:20GROUP WERE SAYING AND BRING

1:54:21THAT TO US, AND ALSO KIND OF

1:54:23READ THE TEA LEAVES ON HOW YOU

1:54:25THOUGHT WE MIGHT REACT TO

1:54:26THINGS AND BRING THAT INTO THE

1:54:28GROUP. JONAS HAD A COUPLE OF

1:54:31QUESTIONS AS YOU WENT THROUGH

1:54:32THIS, AND IT IT FELT LIKE THERE

1:54:35WAS A LOT HERE. THE WAY YOU

1:54:36DIVIDED IT OUT IS REALLY

1:54:38HELPFUL. THERE'S ALSO A LOT

1:54:41THAT I THINK WE NEED TO DIG IN

1:54:43ON WHERE THERE ARE SOME POLICY

1:54:45CHOICES. AND SO I HAVE SOME

1:54:46QUESTIONS ABOUT HOW WE GET TO

1:54:48THOSE POLICY CHOICES. BUT THE

1:54:49FIRST THING THAT I WOULD LOVE

1:54:51TO HEAR A LITTLE BIT ABOUT IS

1:54:52HOW THIS FITS WITH THE OTHER

1:54:56CONVERSATION WE'RE HAVING,

1:54:57WHICH IS WE NEED TO CHANGE OUR

1:54:59BUDGETING PROCESS. WE NEED TO

1:55:01MAKE SURE THAT THERE'S MORE

1:55:02TRANSPARENCY. WE WANT SOME OF

1:55:03THOSE PROCESSES BACKED UP AND

1:55:05TO LOOK DIFFERENTLY. I'VE ASKED

1:55:07FOR US TO HAVE A TOOL THAT

1:55:08ALLOWS FOR MORE ENGAGEMENT FROM

1:55:11PORTLANDERS IN THE BUDGET

1:55:12DEVELOPMENT PROCESS. SO HOW

1:55:15DOES THIS WORK, WHICH I THINK

1:55:17YOU RIGHTFULLY POINTED OUT,

1:55:20SAYS CFO AND CBO ALL OVER THE

1:55:22LEAD COLUMN FIT WITH THAT LESS

1:55:27LONG RANGE LOOK WORK THAT WE

1:55:30HAVE ALSO ASKED YOU TO DO. AND

1:55:33HOW ARE YOU BALANCING THOSE TWO

1:55:34THINGS? WHAT SHOULD WE EXPECT

1:55:36IN TERMS OF TRADE OFFS, IN THE

1:55:38TIMING OF GETTING BOTH OF THOSE

1:55:40DONE?

1:55:41>> YEAH. COUNCILOR, THANK YOU

1:55:42FOR THE QUESTION. AND YEAH, SO

1:55:45CERTAINLY THESE ACTIONS WERE

1:55:47DEVELOPED WITH AWARENESS IN

1:55:50SOME CASES DEEP AWARENESS AND

1:55:51THE EXAMPLE OF BUDGET PROCESS

1:55:53AND OTHER CASES MORE LESS

1:55:57ACTIVE AWARENESS OF LOTS OF

1:55:59ACTIVITIES THAT ARE GOING ON

1:56:00AROUND THE CITY, AROUND

1:56:01IMPROVEMENTS. AND SO LARGELY

1:56:04THE TIME FRAMES THAT ARE

1:56:05IDENTIFIED HERE, THE ARE ARTFUL

1:56:10DECISION ABOUT WHAT, WHAT COLOR

1:56:11DOT TO INDICATE THE LEADS.

1:56:14THOSE WERE IDENTIFIED WITH SOME

1:56:16KNOWLEDGE OF THOSE OTHER

1:56:18OVERLAPPING EFFORTS. I MEAN,

1:56:19THERE IS A VERY THERE IS A

1:56:21SPECIFIC ITEM IMPLEMENT BUDGET

1:56:23DEVELOPMENT PROCESS

1:56:24IMPROVEMENTS THAT I WOULD SAY

1:56:26ENCOMPASSES ALL OF THAT THAT WE

1:56:27TALKED ABOUT PREVIOUSLY IN THE

1:56:29WORK SESSION. OBVIOUSLY,

1:56:30THEY'RE KIND OF OVERLAPPING

1:56:32EFFORTS. BUT BUT MY EXPECTATION

1:56:35IN THE CONTEXT OF THIS ACTION

1:56:37PLAN WOULD BE THAT ALL OF THOSE

1:56:40BUDGET PROCESS IMPROVEMENTS

1:56:41THAT WE'VE TALKED ABOUT

1:56:43PREVIOUSLY AND ARE IN MOTION

1:56:45ARE EMBEDDED WITHIN THIS WORK.

1:56:47>> OKAY. NEAR TERM, THE DATES

1:56:50ARE RIGHT. WE CAN DO EVERYTHING

1:56:53MEDIUM, LONG TERM. THE THINGS

1:56:54THAT ARE ON THAT CRISIS

1:56:56RESPONSE LIST, WE MIGHT NEED TO

1:56:57START THINKING ABOUT SOME TRADE

1:56:58OFFS. IS THAT A FAIR WAY TO

1:57:00INTERPRET WHAT YOU JUST SAID?

1:57:02>> WITH ONE MINOR CAVEAT I

1:57:03WOULD SAY WE CAN WE CAN TRY OUR

1:57:05DAMNEDEST.

1:57:07>> AT PERFECTLY REASONABLE. SO

1:57:11ON THAT SECOND LIST, THE CRISIS

1:57:13RESPONSE LIST, WHERE WE GET

1:57:15INTO NEEDING TO THINK ABOUT

1:57:16SOME TIMING TRADE OFFS ARE

1:57:18THESE THINGS THAT IF YOU DON'T

1:57:20HEAR CONCERN FROM US, WE SHOULD

1:57:23CONSIDER. ASSUMED THINGS THAT

1:57:26YOU ARE GOING TO DO. OR ARE

1:57:28THESE THINGS WHERE YOU ARE

1:57:29WAITING FOR DIRECTION FROM

1:57:31COUNCIL TO PUT THEM IN MOTION?

1:57:33>> YEAH, THAT'S A GREAT

1:57:34QUESTION. I MEAN, MY ASSUMPTION

1:57:37IS THAT THAT AND FRANKLY, MY

1:57:39RECOMMENDATION IS WE NEED TO DO

1:57:40THESE THINGS. AND SO IF UNLESS

1:57:43I HEAR FROM ANY POINT OF

1:57:46AUTHORITY, ABSOLUTELY DO NOT DO

1:57:48THIS, I WOULD INTEND THAT THESE

1:57:50CARRY FORWARD.

1:57:51>> OKAY. AND THAT'S THROUGH THE

1:57:53CRISIS RESPONSE AND

1:57:55STABILIZATION LISTS. BOTH.

1:57:57>> YEAH, I THINK SO. AND I

1:57:58WOULD EVEN ARGUE, I MEAN,

1:58:00LARGELY INTO THE FUTURE ACTIONS

1:58:01TO THE EXTENT THAT THAT THOSE

1:58:03ARE ARE IMPLEMENTABLE.

1:58:07>> OKAY. I WANT TO NOTE THAT I

1:58:10DO AGREE WITH COUNCILOR CLARKE

1:58:12THAT AUDIT CITY FACILITIES

1:58:14PIECE. WE'VE HAD A NUMBER OF

1:58:16CONVERSATIONS AMONGST THIS BODY

1:58:17ABOUT THE IMPORTANCE OF

1:58:20UNDERSTANDING OUR ASSETS BETTER

1:58:22AND WHAT WE WOULD NEED TO DO TO

1:58:24ADDRESS ASSET MANAGEMENT IN A

1:58:25MORE HOLISTIC WAY. I KNOW

1:58:26THERE'S WORK ALREADY HAPPENING

1:58:28THERE, BUT THIS PIECE AROUND

1:58:30AUDITING OUR CITY FACILITIES

1:58:31FEELS LIKE AN IMPORTANT PART OF

1:58:33THAT. AND SO HOWEVER, WE CAN

1:58:36MAKE SURE THAT THAT IS PART OF

1:58:38THE WORK THAT'S MOVING FORWARD,

1:58:40YOU KNOW, NOT THE IMMEDIATE,

1:58:41NOT THE NOW LIST, BUT NOT THE

1:58:43WE'LL GET TO THIS IN 2 OR 3

1:58:44YEARS LIST EITHER. I THINK

1:58:47THAT'S A REALLY IMPORTANT PIECE

1:58:49FOR STABILIZING NOT JUST OUR

1:58:51NEAR-TERM FINANCES, BUT OUR,

1:58:55OUR ASSETS AND OUR LONGER TERM

1:58:57RESPONSIBILITIES AS WELL. I

1:59:00ALSO JUST WANT TO NOTE ON THE

1:59:03REVENUE PIECE, I THINK IT IS

1:59:04REALLY IMPORTANT TO HAVE THOSE.

1:59:09IDENTIFICATIONS OF REVENUE,

1:59:12PROSPECTIVE AND CURRENT REVENUE

1:59:14SOURCES ON THE CRISIS RESPONSE

1:59:16LIST. I WANT TO MAKE SURE THAT

1:59:20WHATEVER WE IDENTIFY AS A

1:59:23POTENTIAL PROSPECTIVE REVENUE

1:59:25SOURCE IS NOT LIMITED TO WHAT

1:59:27WE CAN DO IN THE NEAR TERM, BUT

1:59:29ALSO GOES THROUGH A FILTER OF

1:59:33WHAT THE. WHAT THE POSSIBILITY

1:59:38IS THERE AND WHAT THE IMPACT IS.

1:59:41I BELIEVE COUNCILOR MORILLO

1:59:43TALKED ABOUT BEING AWARE OF

1:59:46REGRESSIVE POLICIES MOVING

1:59:49FORWARD, AND I THINK THERE ARE

1:59:50SOME REALLY IMPORTANT SCREENS

1:59:51WE NEED TO PUT ON THAT PIECE

1:59:52BEFORE WE GET TOO FAR. SO I

1:59:54THINK THAT THE REPORT, THE

1:59:56IDENTIFICATION. GREAT TO SEE

1:59:57THAT ON A NEAR-TERM LIST. I

1:59:59DON'T WANT US TO MOVE FASTER

2:00:02THAN WE CAN EVALUATE THINGS,

2:00:03THOUGH, THAT COME OUT OF THAT

2:00:05REPORT. I HOPE WE GET MORE TIME

2:00:09TO GIVE YOU FEEDBACK ON EACH

2:00:11INDIVIDUAL THING. I DON'T WANT

2:00:12TO GO DEEP INTO ALL OF THESE

2:00:14RIGHT NOW, BUT WANTED TO GET A

2:00:18LITTLE MORE INFORMATION THERE

2:00:19ABOUT WHAT YOU WERE LOOKING AT

2:00:20IN TERMS OF THE TIMELINE. I

2:00:24ALSO WILL JUST PULL OUT THAT

2:00:27PIECE AROUND SUPPORT FOR

2:00:29COUNCIL AND BUDGET ACTIONS THAT

2:00:30YOU HAVE ON HERE, AND I THINK

2:00:34IT IS REALLY IMPORTANT IF WE

2:00:35MOVE FORWARD WITH SOME CHANGES

2:00:38FROM WHAT WE'VE HAD IN THE PAST,

2:00:40THAT THAT POSITION STILL STAY

2:00:42WITHIN CBO AND SUPPORT US WITH

2:00:46THE FULL KNOWLEDGE AND ACCESS

2:00:48TO RESOURCES THAT THE REST OF

2:00:50THE TEAM WITHIN THE BUDGET

2:00:51OFFICE HAS, SO THAT WE ARE

2:00:54OPERATING FROM THE SAME

2:00:55INFORMATION THAT THE MAYOR IS

2:00:57OPERATING FROM, THAT THE CITY

2:00:59ADMINISTRATOR IS OPERATING FROM

2:01:00AS WE MOVE FORWARD, I ACTUALLY

2:01:02THINK A LOT OF WHAT YOU HAVE

2:01:04BEFORE US GIVES US THE

2:01:05OPPORTUNITY TO SEE OUR BUDGET

2:01:08WORK AS A CENTRALIZED ASSET

2:01:12THAT SERVES THE WORK OF THE

2:01:14ADMINISTRATION, THE EXECUTIVE

2:01:15AND COUNCIL, AND MANY OF THESE

2:01:18CHANGES COULD ALLOW YOU ALL TO

2:01:20BE THAT CENTRAL POINT OF

2:01:22EXPERTISE FOR US. AS YOU LOOK

2:01:25AT WHAT IS THE CLEARINGHOUSE

2:01:27FOR BUDGET INFORMATION? THAT IS

2:01:28ONE OF THOSE AS WELL, AND I

2:01:31HOPE THAT WE MAINTAIN THAT AS A

2:01:33CENTRAL POINT AGAIN, SO THAT WE

2:01:34ARE GETTING THE SAME

2:01:37INFORMATION THAT THE OTHER

2:01:38BRANCHES ARE RECEIVING.

2:01:40>> GREAT. THANK YOU COUNCILOR.

2:01:41>> THANK YOU.

2:01:42>> THANK YOU COUNCILOR. WE'LL

2:01:44GO TO COUNCILOR GREEN AND THEN

2:01:46COUNCIL PRESIDENT DUNPHY.

2:01:49>> THANK YOU COUNCILOR. THANKS

2:01:51AGAIN. JONAS. THIS WAS A SLOG,

2:01:54BUT YOU LAID OUT A LOT OF

2:01:55REALLY IMPORTANT STUFF. AND

2:01:56THANKS FOR KIND OF TEEING UP.

2:01:58AND THANKS TO MY COLLEAGUES FOR

2:01:59ENGAGING WITH IT WITH OPENNESS.

2:02:01AND, YOU KNOW, I THINK

2:02:02PRODUCTIVITY THAT'S REALLY

2:02:03IMPORTANT. I JUST WANT TO PULL

2:02:06OUT A FEW THINGS THAT I THOUGHT

2:02:07ABOUT A LOT DURING THE PROCESS.

2:02:09AND THEN I WAS GLAD TO SEE YOUR

2:02:11PART OF THE, THE SETS OF

2:02:13ACTIONS AND THEMES THAT EMERGE.

2:02:15I WANT TO SPEAK FIRST TO THE

2:02:16SPAN OF CONTROL PIECE.

2:02:19COUNCILOR NOVICK. THANKS FOR.

2:02:20YOU'VE BROUGHT THAT UP MULTIPLE

2:02:22TIMES THAT WE NEED TO HAVE THAT

2:02:24DISCUSSION, AND THAT'S GOOD. I

2:02:25JUST WANTED TO LET YOU GUYS

2:02:27KNOW THAT I, IN MY CHECK IN

2:02:28WITH THE CITY ADMINISTRATOR

2:02:30JUST YESTERDAY, I GOT AN UPDATE

2:02:32ON THE STATE OF PLAY OF THE

2:02:34GREEN SEVEN BUDGET NOTE, WHICH

2:02:35IS DOING SOME OF THAT WORK. AND

2:02:37WHAT THE CITY ADMINISTRATOR IS

2:02:38GOING TO DO IS GO FURTHER THAN

2:02:41THE POSITIONS THAT WERE

2:02:43ENVISIONED IN GREEN SEVEN. AND

2:02:45I, I'M REALLY ENCOURAGED BY THE

2:02:46DIRECTION I'M SEEING. AND I

2:02:48THINK WHAT MR. LEE INDICATED

2:02:51WAS THAT THE INTENTION IS TO

2:02:53HAVE THAT INFORMATION AND THOSE

2:02:55LEARNINGS AVAILABLE AS PART OF

2:02:57THE CITY ADMINISTRATOR'S REPORT.

2:02:58DO YOU WANT TO SAY BRIEFLY, ANY

2:02:59MORE THAN THAT ON THAT?

2:03:02>> YES, COUNCILOR GREEN, AS WE

2:03:03CONTINUE TO KIND OF LOOK AT

2:03:05OVERALL KIND OF STAFFING SPAN

2:03:08OF CONTROL WHERE WE STAND AS AN

2:03:10ORGANIZATION FROM A LEADERSHIP

2:03:12CAPACITY. AND WE KNOW AS IT

2:03:14RELATES TO STAFFING SPAN OF

2:03:16CONTROL CONTRACTS, THESE ARE

2:03:18ALL THINGS THAT WE WANT TO MAKE

2:03:19SURE THAT WE DO A FAIR ANALYSIS

2:03:22ON AND ASSESSMENT OF WHERE WE

2:03:23STAND AS A CITY, AND MAKING

2:03:25SURE THAT WE ARE ALSO PROVIDING

2:03:26THAT INFORMATION TO CITY

2:03:28COUNCIL. AS YOU ARE

2:03:30DELIBERATING ON THE OVERALL

2:03:32CITY BUDGET WITHIN THIS REPORT,

2:03:34AS IT RELATES TO STAFFING, I

2:03:37WILL WANT TO ADD SOME TYPE OF

2:03:39ANALYSIS ON WHAT I SEE OVERALL

2:03:41FOR THE CITY, BUT ALSO SOME

2:03:45RECOMMENDATIONS AS IT RELATES

2:03:46TO WHERE THERE MAY BE AREAS FOR

2:03:49IMPROVEMENT FOR US. OR IF I'M

2:03:50SEEING, HEY, THE NUMBERS ARE

2:03:52WHAT THEY ARE, I WOULD NOT

2:03:55RECOMMEND CHANGING THINGS IN

2:03:56THESE AREAS, BUT MAYBE IN THIS

2:03:58OTHER AREA. BUT WE JUST WANT TO

2:03:59MAKE SURE THAT WE'RE PROVIDING

2:04:01A COMPREHENSIVE ANALYSIS OF

2:04:03THAT TO THE COUNCIL. BUT ALSO I

2:04:05WANT TO MAKE SURE THAT I'M

2:04:06PROVIDING YOU MY PROFESSIONAL

2:04:09OPINION ON THE MATTER AS WELL.

2:04:11>> I APPRECIATE THAT AND LOOK

2:04:13FORWARD TO SEEING THAT, AND

2:04:14WE'LL ALL BE BETTER OFF FOR IT

2:04:15AS WE GO INTO THE NEXT BUDGET.

2:04:17SO THAT'S YOU KNOW, I THINK THE

2:04:19THING IS, IT'S CONNECTING THE

2:04:20NEXT BUDGET, BUT ALSO WITH THIS

2:04:22LONGER VIEW, WHICH WAS THE

2:04:23WHOLE POINT OF THIS

2:04:24STABILIZATION EXERCISE, I'LL

2:04:28SPEAK BRIEFLY TO BIENNIAL

2:04:29BUDGETING. I DON'T I AGREE

2:04:31THAT'S GOING TO BE PROBABLY ONE

2:04:33OF THE BIGGEST, THE TOUGHEST

2:04:34ONES THAT WE MIGHT WANT TO

2:04:35TACKLE. AND FOR THAT REASON, IT

2:04:37PROBABLY DOESN'T NEED TO BE THE

2:04:38FIRST. LIKE WE HAVE OTHER

2:04:39THINGS THAT ARE LOW HANGING

2:04:41FRUIT THAT WE WANT TO ADDRESS

2:04:42EARLIER ON. SO I SUPPORT THAT

2:04:44BEING SORT OF NOT THE HIGHEST

2:04:47PRIORITY AS SOMEBODY WHO IS WHO

2:04:49IS SORT OF ADVOCATING FOR

2:04:51BIENNIAL BUDGET IN THOSE GROUPS,

2:04:53I JUST WANT TO MAKE MY OWN CASE.

2:04:57WHEN I THINK THAT WE NEED TO

2:04:59MOVE TO TIER TWO YEAR RATE

2:05:01SETTING CYCLES FOR OUR WATER

2:05:02AND SEWER UTILITIES AND OUR

2:05:05TRANSPORTATION UTILITY FEE KIND

2:05:08OF RATE REFRESH, I THINK A TWO

2:05:10YEAR BIENNIUM IS APPROPRIATE

2:05:12FOR CAPITAL PROJECT INTENSIVE

2:05:17UTILITIES. AND I THINK ALIGNING

2:05:20A BUDGET SETTING PROCESS SUCH

2:05:22THAT THAT'S EITHER IN THE OFF

2:05:23YEARS, YOU'RE CONSIDERING THE

2:05:24RATE PROPOSAL OR SUBSEQUENT OR

2:05:28CONTEMPORANEOUSLY, YOU'RE

2:05:28CONSIDERING THAT THAT HELPS US

2:05:30FIGURE OUT HOW THE REST OF THE

2:05:33ENTERPRISE INTERACTS WITH THOSE

2:05:35RATE FUNDED BUREAUS, BECAUSE

2:05:37THERE'S NOT A CLEAN DELINEATION

2:05:39ALWAYS. RIGHT. SO THAT'S,

2:05:42THAT'S KIND OF MY MAIN

2:05:43MOTIVATION. AND ALSO. IT MAY BE

2:05:46TOO DIFFICULT FOR US TO DO. AND

2:05:48THERE'S PROS AND CONS TO IT. SO

2:05:50I'M NOT GOING TO DIE ON THAT

2:05:52HILL. BUT. I DO THINK THOUGH,

2:05:54THERE'S ONE AREA THAT WE TALKED

2:05:56A LOT ABOUT, WHICH I'M GLAD TO

2:05:57SEE IN HERE, WHICH IS SORT OF A

2:05:59REFRESH OF OUR RESERVES POLICY.

2:06:01AND THAT'S ONE OF YOUR HIGH

2:06:02PRIORITY ACTIONS. I THINK IF

2:06:04WE'RE GOING TO THINK ABOUT

2:06:06BIENNIAL BUDGETING, IT NEEDS TO

2:06:07BE IN THE CONTEXT OF WHAT OTHER

2:06:10POLICIES WE ADOPT TO MAKE THAT

2:06:12WORKABLE. AND THE RESERVES

2:06:13POLICIES IS AN INHERENT PIECE

2:06:15OF THAT. I SEE PETER IN THE

2:06:17BACK. WE'RE ALWAYS TALKING

2:06:19ABOUT THIS, BUT REALLY THIS IS,

2:06:21YOU KNOW, I KNOW PETER'S

2:06:22THINKING ABOUT IT RIGHT NOW AND

2:06:24FORECASTING OUR REVENUE. WE

2:06:25KNOW WE KNOW BLT IS VOLATILE.

2:06:27IT'S A VOLATILE SOURCE OF OUR

2:06:28REVENUE. AND SO, YOU KNOW, I

2:06:33SUPPORT ANY METHODOLOGY THAT

2:06:36ALLOWS US TO HAVE SOME

2:06:38CERTAINTY THAT OUR BUDGETED

2:06:41PROGRAMS OVER A COUPLE YEARS

2:06:42THAT WE WANT TO SAY THESE ARE

2:06:44COUNCIL'S PRIORITIES. THESE ARE

2:06:44THE MAYOR'S PRIORITIES. THIS IS

2:06:46THIS IS WHERE THE CITY SHOULD

2:06:47BE GOING, THAT WE'RE

2:06:49FORECASTING THE REVENUE

2:06:50SUFFICIENT TO MEET THAT. BUT IF

2:06:51WE'RE HAVING OVERAGES, LIKE IF

2:06:53THERE ARE TAIL YEARS WHERE YOU

2:06:55HAVE LIKE A REALLY GOOD YEAR OR

2:06:57A BAD YEAR, WE'RE ADOPTING A

2:06:59RESERVES POLICY THAT TRIMS THE

2:07:00VOLATILITY IN THOSE TAILS, THAT

2:07:02THERE'S A PARALLEL CONVERSATION

2:07:04GOING ON AT THE STATE RIGHT NOW

2:07:05VIS A VIS THE KICKER. AND SO I

2:07:08JUST THINK YOU CAN'T CONTROL

2:07:10THE MARKET. AND THE MARKET

2:07:13DETERMINES BLT. SO BUT WE CAN

2:07:15CONTROL OUR WHAT WE ASSUME FOR

2:07:17THE BLT, I THINK IS KIND OF

2:07:19WHERE I'M GOING WITH THAT. AND

2:07:21WE'VE ALREADY STARTED. I MEAN,

2:07:22THE CITY'S ALREADY STARTED

2:07:23GOING DOWN A BLT STABILIZATION

2:07:25ROAD. ANYWAY. WE DID THAT IN

2:07:25THE LAST BUDGET CYCLE. SO I

2:07:27KNOW WE'RE HEADING IN THAT

2:07:28DIRECTION. I DIDN'T WANT TO

2:07:30MISS AN OPPORTUNITY TO UPLIFT

2:07:31THAT. REVENUE IS ACTUALLY A BIG

2:07:33TOPIC THAT WE TALKED ABOUT IN

2:07:35THIS SPACE, AND THAT'S GOING TO

2:07:36BE AN AREA WHERE A LOT OF

2:07:38PEOPLE, I THINK, HAVE TENSION

2:07:40AND REVENUE IS BOTH, YOU KNOW,

2:07:42ECONOMIC DEVELOPMENT AS

2:07:43COUNCILOR RYAN IS RIGHT TO

2:07:45POINT OUT. BUT IT'S ALSO OUR

2:07:47TAX POLICY. AND SO IN YOUR IN

2:07:50THE MEMO THAT CAME FROM THE CFO

2:07:52AS WELL AS THERE WAS THERE WAS

2:07:54A THERE WAS A MEMO FROM LABOR

2:07:57FROM LIKE, I THINK EVERY EVERY

2:07:59BARGAINING UNIT AT THE CITY OF

2:08:01PORTLAND DURING THE BUDGET

2:08:03CYCLE THAT LAID OUT A SERIES OF

2:08:05SUGGESTIONS AND RECOMMENDATIONS,

2:08:06I SEE LORI SMILING BECAUSE YOU

2:08:08PROBABLY HAD A PEN ON THAT.

2:08:10THERE WAS ONE AREA THAT SAID,

2:08:12LET'S REVISIT THE CEO PAY RATIO

2:08:15TAX, AND THAT WAS ALSO

2:08:17MENTIONED IN THE CFO'S REPORT.

2:08:19AND I JUST WANT TO LET MY

2:08:20COLLEAGUES KNOW THAT COUNCILOR

2:08:21MORILLO AND I TODAY HAVE

2:08:23INTRODUCED AN UPDATE TO THAT

2:08:25TAX THAT WE THINK IS GOING TO

2:08:27RAISE $72 MILLION ON AVERAGE IN

2:08:29NEW REVENUE, WHILE PROVIDING

2:08:33RELIEF TO SMALL BUSINESSES. SO

2:08:34PLEASE CHECK YOUR EMAIL. YOU

2:08:36KNOW LOOK FOR THAT TO COME TO

2:08:38THE COMMITTEE OF THE WHOLE ON

2:08:40OCTOBER 8TH. AND LET US KNOW

2:08:42WHAT YOU THINK. BUT I KNOW

2:08:44THAT'S A LITTLE OUT OF SEQUENCE,

2:08:46BUT I THINK THAT IF WE DON'T

2:08:49TRY TO DO SOMETHING TO RAISE

2:08:51THAT REVENUE IN THE IMMEDIATE

2:08:53TERM, THEN WE'RE GOING TO BE

2:08:55DEALING WITH CUTS BUDGET FOR

2:08:57FOUR YEARS. AND I THINK

2:09:00CONTINUING TO MAKE CUTS INTO

2:09:01THE CITY'S CORE SERVICES

2:09:04UNDERMINES ECONOMIC DEVELOPMENT.

2:09:05AND SO I JUST WANTED JUST

2:09:08WANTED TO ANNOUNCE THAT. AND I

2:09:09THINK I'LL LEAVE IT THERE.

2:09:11>> THANK YOU, COUNCILOR. AND IF

2:09:13I CAN JUST ALSO MAYBE

2:09:14ACKNOWLEDGE THAT A POINT THAT I

2:09:15DON'T KNOW IF YOU INTENTIONALLY

2:09:17MADE, BUT IT'S A REALLY, REALLY

2:09:18GOOD OBSERVATION THAT I WANT TO

2:09:20TAKE A SECOND TO LEAN INTO. YOU

2:09:22KNOW, YOU MENTIONED THE

2:09:23IMPORTANCE OF THE REVENUE

2:09:26ASSESSMENT AND THE REVENUE

2:09:28CONVERSATION, FORECASTING,

2:09:30BUDGET, PROCESS IMPROVEMENTS

2:09:32POLICY. THE POINT IS THAT THEY

2:09:34ARE ALL PART OF AN ECOSYSTEM,

2:09:36RIGHT? AND SO WHILE THESE ARE

2:09:38LISTED OUT AS DISCRETE ACTIONS,

2:09:40THE REALITY IS IT'S ALL

2:09:42EXTREMELY INTERACTIVE. AND SO I

2:09:44JUST WANTED TO LEAN INTO THAT A

2:09:46LITTLE BIT, THAT IT IS REALLY

2:09:48HARD TO ISOLATE ANY ONE OF

2:09:50THESE WITHOUT IMPACTING AND

2:09:53SORT OF FORCING SOME

2:09:54CONVERSATION ABOUT, ABOUT MANY

2:09:56OF THEM SIMULTANEOUSLY. AND

2:09:58THAT'S ALSO WHY THEY'RE SORT OF

2:09:59PACKAGED LARGELY IN THE WAY

2:10:00THEY ARE TO RECOGNIZE THAT WE

2:10:02HAVE TO DO SOME OF THAT WORK

2:10:04SIMULTANEOUSLY. SO THANK YOU

2:10:05FOR, FOR KIND OF THE

2:10:07OPPORTUNITY TO CALL THAT OUT.

2:10:08>> YOU'RE WELCOME. AND I JUST

2:10:09WANTED TO, BEFORE I YIELD

2:10:13BECAUSE OF THAT INTERACTIVITY,

2:10:14BECAUSE THERE'S LIKE AN

2:10:16INHERENT CONNECTEDNESS BETWEEN

2:10:17THE RESERVES POLICY AND OUR

2:10:19BUDGET PRIORITIES AND OUR

2:10:21REVENUE STRUCTURE. THE PROPOSAL

2:10:23THAT COUNCILOR, MORILLO HERE,

2:10:25MORILLO AND I HAVE FILED WILL

2:10:27NEED TO BE SUPPORTED BY

2:10:28RESERVES POLICY. LIKE IF WE

2:10:30WERE TO GO DOWN THAT ROAD AS A

2:10:32BODY, WE WOULD NEED TO MAKE

2:10:33SURE THAT WE'RE ASSUMING AND

2:10:34RECOGNIZING THAT THE VOLATILITY

2:10:36IN THE BLT WOULD BE AMPLIFIED,

2:10:38I THINK, BY A CHANGE IN THE

2:10:40UPPER END OF THAT SURTAX. AND

2:10:42SO DON'T WANT TO SUGARCOAT THAT.

2:10:44I THINK THAT'S THAT'S SOMETHING

2:10:45THAT WE NEED TO WRESTLE WITH IF

2:10:47WE DECIDE TO INCREASE OUR

2:10:50ABILITY TO PAY FOR THINGS.

2:10:51THANKS.

2:10:53>> THANK YOU, COUNCILOR GREEN,

2:10:54COUNCIL PRESIDENT DUNPHY,

2:10:55FOLLOWED BY COUNCILOR ZIMMERMAN.

2:10:56>> THANK YOU. CFO BIERY THANK

2:11:00YOU FOR THIS PRESENTATION TODAY.

2:11:01THANK YOU FOR ALL THE WORK THAT

2:11:02CAME INTO THIS. BUT, COLLEAGUES,

2:11:04DURING THE BREAK, I ACTUALLY I

2:11:05LEARNED SOME INFORMATION THAT

2:11:06WAS NOT INCLUDED HERE, AND I

2:11:09THINK IT WOULD HAVE ACTUALLY

2:11:10HELPED INFORM MY MY POSITION IN

2:11:13THROUGHOUT THIS WORK SESSION

2:11:15TODAY AS JONAS BIRTHDAY. SO

2:11:19HAPPY BIRTHDAY, JONAS, 21 YEARS

2:11:21OLD. I HOPE YOUR FIRST LEGAL

2:11:23BEER IS SOMETHING PINK AND

2:11:24SHINY FOR DOLLY PARTON.

2:11:26>> YOU KNOW, AFTER AFTER BEING

2:11:2721 FOR SO MANY YEARS, OVER AND

2:11:29OVER AND OVER, IT GETS BETTER.

2:11:30THANK YOU, COUNCIL PRESIDENT.

2:11:33AND JUST AS A LOCAL GOVERNMENT

2:11:36CFO, RIGHT. WHAT BIRTHDAY

2:11:37PRESENT COULD BE BETTER THAN

2:11:38TALKING ABOUT FINANCIAL

2:11:39STABILIZATION WITH MY FRIENDS?

2:11:41SO, SO THANK YOU.

2:11:42>> IT'S THE GIFT THAT KEEPS ON

2:11:43GIVING. THANK YOU FOR ALL

2:11:45YOU'RE DOING, JONAS.

2:11:45>> THANK YOU.

2:11:46>> HE TOLD ME I HAD TWO

2:11:48SENTENCES AND I DIDN'T KNOW.

2:11:49YEAH. ALL RIGHT. HAPPY BIRTHDAY,

2:11:51COUNCILOR ZIMMERMAN.

2:11:53>> I THOUGHT WE WERE ABOUT TO

2:11:54GET HIT WITH SOME SURPRISE

2:11:56THERE. DUNPHY. ALL RIGHT, BARRY,

2:11:59HAPPY BIRTHDAY. I ACTUALLY

2:12:02THINK, COLLEAGUES, IT IS

2:12:02INTERESTING TO HEAR THAT BOTH

2:12:04COUNCILOR GREEN AND I ARE

2:12:06REACTING SOMEWHAT POSITIVELY TO

2:12:07THE IDEA OF A BIENNIAL BUDGET.

2:12:09AND SO I WANT TO LIFT THAT UP

2:12:11BECAUSE IT'S ONE OF THOSE IDEAS

2:12:13THAT IS A BIG LIFT. YOU'VE

2:12:16HEARD CONCERNS FROM OUR CFO

2:12:18WITHIN THE WORK GROUP. THERE

2:12:19WERE CONCERNS, AND AT THE SAME

2:12:21TIME, IT DID CONTINUE TO AT

2:12:23LEAST HAVE, OKAY, SAY, BABY

2:12:25LEGS. I DO WANT TO OFFER UP

2:12:27JUST BECAUSE I THINK I MIGHT BE

2:12:29ONE OF THE ONLY ONES WHO'VE

2:12:30WORKED IN A MUNICIPALITY THAT

2:12:32HAS HAD ONE OF THESE. RIGHT?

2:12:33AND WHILE I WASN'T SURE I LIKED

2:12:35IT WHEN I WAS A DEPUTY CITY

2:12:37MANAGER IN A CITY WITH A

2:12:38BIENNIAL, THERE IS AN

2:12:42ATTRACTIVENESS, GIVEN THE HOST

2:12:44OF THE TOPICS THAT YOU SAW LAID

2:12:45OUT TODAY, AND A TIMELINE THAT

2:12:48IS NOT SUPPORTIVE OF ACHIEVING

2:12:50ALL OF THOSE TOPICS,

2:12:51NECESSARILY, THAT I ACTUALLY

2:12:54THINK SOME OF THE GET AHEAD OF

2:12:56IT WORK MAYBE MORE ACHIEVABLE

2:12:59IF YOU'RE NOT CONSTANTLY MOVING

2:13:01INTO BUDGET ADOPTED NOW BUDGET

2:13:03PREP MODE. AND SO I DO OFFER

2:13:05THAT AS IT'S I THINK THIS IS

2:13:07ONE OF THE THINGS THAT'S NICE

2:13:08ABOUT THIS WORK GROUP, WHICH IS

2:13:10THERE WERE SOME HARD STUFF PUT

2:13:12UP THERE THAT IS WORTHY OF

2:13:15INTELLECTUAL DEBATE AND WHERE

2:13:17WE COULD GO. AND AT THE CITY

2:13:20LEVEL IN, IN ONE OF THE CITIES

2:13:22THAT I'VE WORKED IN, I WILL SAY

2:13:24IT WAS IT WAS PRETTY GOOD. AND

2:13:26I WAS SURPRISED THAT IT WAS

2:13:27PRETTY GOOD, HAVING COME FROM

2:13:28TWO MUNICIPALITIES WHERE WE

2:13:29WERE VERY MUCH WE WERE ALWAYS

2:13:31IN THE RHYTHM. SO I DO OFFER

2:13:33THAT UP. AND THEN THE OVERALL,

2:13:37WHAT I'M LOOKING AT THIS FOR IS

2:13:39WHAT I'VE APPRECIATED IS THE

2:13:41THE BUCKETS AND THE UMBRELLAS

2:13:43KIND OF THE WORDS I KEEP USING

2:13:45AND THE CLASSIFICATION OF

2:13:49DIFFERENT ITEMS WITH WHAT I,

2:13:52WHAT I'M TAKING IS THIS IS

2:13:53HAPPENING IS THAT THERE ARE

2:13:54GOING TO BE SOME THINGS IN HERE

2:13:56THAT WHEN YOU PEEL BACK THE

2:13:57ONION A LITTLE BIT AND

2:13:59UNDERSTAND WHAT THEY MEAN IN

2:14:00THE SPECIFICS, THERE'S GOING TO

2:14:01BE SOME SACRIFICES TO THE TO

2:14:04THE EITHER THE LEVEL OF SERVICE

2:14:05OR THE TYPE OF PROGRAM. AND I

2:14:09GUESS I'M, I'M SIGNALING THAT

2:14:10I'M READY FOR SOME OF THAT WILL

2:14:12COME FORWARD. AND I ALSO PLAN

2:14:15TO TAKE A LOOK AT WHEN IT COMES

2:14:17TO AMENDMENTS OR IT COMES TO

2:14:18THINGS THAT THE ADMINISTRATION

2:14:19PROPOSES IN THE NEW IN THE NEW

2:14:21BUDGET PILOT PROGRAMS, THOSE

2:14:23TYPES OF THINGS. I GUESS I'M

2:14:25GOING TO HOLD THIS UP AS KIND

2:14:26OF LIKE, WHERE WOULD THIS FIT

2:14:28WITHIN THE WITHIN THE SCOPE OF

2:14:29WHAT THIS GROUP PUT FORWARD TO

2:14:32HELP ME EVALUATE A LITTLE BIT

2:14:34MORE ON THE ADMINISTRATIVE.

2:14:41MORE OF A SHOULD IT HAPPEN, NOT,

2:14:43NOT CAN IT HAPPEN? AND THAT

2:14:46HELPS ME. I THINK THAT THE

2:14:48FIRST TWO YEARS OF THIS

2:14:50GOVERNMENT COULD LARGELY FOR ME,

2:14:51BE SIGNALED, AS WE PASSED A LOT

2:14:53OF THINGS THAT WE CARE ABOUT,

2:14:55OR WE SIGNALED A LOT OF THINGS

2:14:57THAT WE CARE ABOUT, AND PART OF

2:14:58THE JOB, HAVING DONE IT FOR SO

2:15:00LONG AS A STAFFER, AS AN

2:15:02ADMINISTRATOR AND NOW AS AN

2:15:03ELECTED, IS THERE'S ALSO A

2:15:04THERE'S ALSO A PATIENCE FOR THE

2:15:06THINGS YOU CARE ABOUT, BECAUSE

2:15:07THERE'S NOT EVERYTHING CAN BE

2:15:08ACHIEVED IN THE FIRST FELL

2:15:10SWOOP. AND SO THERE ARE GOING

2:15:12TO BE SOME GOOD IDEAS THAT

2:15:14MAYBE DON'T FIT INTO ALIGNMENT

2:15:16WITH THIS. AND I WILL BE KIND

2:15:18OF USING THIS MAYBE AS COVER TO

2:15:20SAY, YOU KNOW, MAYBE NOT THIS

2:15:21YEAR, BECAUSE THAT DOESN'T

2:15:22REALLY FIT WITH OUR, WITH OUR

2:15:24YEAR ONE, YEAR TWO, YEAR THREE

2:15:25ASPECT OF THE, OF THE

2:15:27MITIGATION PLAN. SO JUST

2:15:28SIGNALING THAT FOR FOLKS. AND

2:15:30AGAIN, I, AS ONE OF THE PEOPLE

2:15:32WHO WAS IN THE ROOM FOR ALL OF

2:15:34THIS, I'M NOT GOING TO DEBATE

2:15:35TOO MUCH OF IT. I'M REALLY KIND

2:15:37OF I'M TAKING NOTES FOR WHAT

2:15:39EVERYBODY'S SAYING, BUT

2:15:40APPRECIATE THAT. I THINK

2:15:40EVERYBODY'S COMING TO THIS

2:15:41FAIRLY INTELLECTUALLY AND OPEN

2:15:43TO THE IDEAS AND THE VOLUNTEERS

2:15:47WORK. SO THANK YOU.

2:15:51>> THANKS. COUNCILOR ZIMMERMAN,

2:15:52I'M NEXT IN THE QUEUE AND I'M

2:15:54LAST IN THE QUEUE. SO FOLKS, IF

2:15:55YOU HAVE OTHER THINGS, PLEASE

2:15:56FEEL FREE, ESPECIALLY IF YOU

2:15:58HAVEN'T USED YOUR YOUR FULL

2:15:59TIME TO, TO DO SO. THANKS,

2:16:00JONAS. THANKS TO EVERYBODY WHO

2:16:02WAS ON THE WORKING GROUP. I

2:16:03PARTICULARLY WANT TO SHOUT OUT

2:16:04NOAH BERNSTEIN D TWO SMALL

2:16:06BUSINESS OWNER. IN ADDITION TO

2:16:07MAKING A MEAN BAGEL AT

2:16:08BERNSTEIN'S. ALSO THANK YOU FOR

2:16:09FOR VOLUNTEERING HERE. I ALSO

2:16:12THINK THAT I'D LIKE TO SEE MORE

2:16:13SMALL BUSINESS OWNERS INVOLVED

2:16:14IN THIS, AND I UNDERSTAND THAT

2:16:16THAT MAKES IT HARD TO SCHEDULE

2:16:17THESE SORTS OF THINGS. AND I

2:16:18KNOW IT'S HARD TO JUST INCLUDE

2:16:20MORE FOLKS. I THINK THAT'S

2:16:21SOMETHING THAT EVERYBODY WHO'S

2:16:23NOT IN THAT LINE OF WORK AND

2:16:25HASN'T BEEN IN THE PAST, IT'S

2:16:27GOOD FOR EVERYONE TO EXPERIENCE

2:16:28THAT BECAUSE IT'S HARD TO

2:16:30SCHEDULE AS A SMALL BUSINESS

2:16:31PERSON. I ALSO WANT TO START BY

2:16:33SAYING, I AGREE GENERALLY WITH

2:16:35THE FIRST POINTS THAT COUNCILOR

2:16:36RYAN WAS MAKING THERE. I THINK

2:16:37THE FIRST THREE WERE LOOKING

2:16:39BACK 10 TO 15 YEARS, LOOKING AT

2:16:40MONEY, GOING OUT TO ORGS,

2:16:42NON-PROFITS AS WELL AS PRIVATE

2:16:43BUSINESSES, AND THEN ON THE

2:16:44IMPORTANCE OF REVENUE REPORT,

2:16:45AS WELL AS WHAT HE SAID ABOUT

2:16:47DIGGING DEEP INTO THE BREAD AND

2:16:48BUTTER REVENUE, NOT JUST, YOU

2:16:50KNOW, YOU CAN GO THERE QUICKER

2:16:52THAN TO ALL THE OTHER LITTLE

2:16:54SOURCES. AND I ALSO WANT TO

2:16:56PARTIALLY AGREE ABOUT THE

2:16:57ECONOMIC DEVELOPMENT STRATEGY.

2:16:58ONE THING I HAVEN'T HEARD MUCH

2:16:59OF THAT WE TALKED ABOUT PROSPER,

2:17:02BUT I THINK THAT SHOULD BE

2:17:03SOMETHING ON THE ELECTED SIDE.

2:17:04I'D LIKE TO HEAR THE MAYOR'S

2:17:06ECONOMIC DEVELOPMENT GOALS

2:17:07BECAUSE I HAVEN'T OUTSIDE OF

2:17:08COMMERCIAL REAL ESTATE. I

2:17:09HAVEN'T HEARD ANYTHING ABOUT

2:17:10THAT. SO I THINK THAT'S A

2:17:12WORTHWHILE THING TO TO TALK

2:17:14ABOUT GETTING INTO THE

2:17:16RECOMMENDATIONS, REALLY

2:17:17APPRECIATE THE ADVOCACY FOR

2:17:19AVOIDING A REGRESSIVE TAX

2:17:20STRUCTURE. ON THE DEVELOPING

2:17:23POLICY GUIDANCE. I'LL JUST ECHO

2:17:24WHAT AND I'LL ECHO WHAT MY

2:17:26COLLEAGUES HAVE SAID ABOUT THAT

2:17:28BEING MORE OUR WHEELHOUSE AND A

2:17:302.0 OF OUR STRATEGIC PRIORITY

2:17:32SETTING SEEMING TO BE THE BEST

2:17:33WAY TO DO THAT ON ONE B, I

2:17:35REALLY WANT TO UPLIFT THE ONE

2:17:36TIME RESOURCES PIECE. WE WE

2:17:39CONTINUE TO HAVE A PROBLEM WITH

2:17:43PROGRAMS MAINTAINED AS THE

2:17:44FUNDING DROPS OFF THE BALANCE

2:17:46SHEET. AND SO IT'S THAT YEAR

2:17:47TWO PROBLEM WHEN YOUR ONE

2:17:49REVENUE GOES AWAY, BUT THE

2:17:51PROGRAM CONTINUES. APPRECIATE

2:17:54EVERYTHING YOU SAID ABOUT

2:17:55ALIGNING THINGS TO COMMUNITY

2:17:57OUTCOMES. AND I THINK THIS IS

2:17:58WHERE MAYBE THE NEW CITYWIDE

2:18:00PERFORMANCE POSITION IN OFFICE

2:18:02ARE GOING TO BE VERY HELPFUL AS

2:18:04IT RELATES TO ANALYTICAL

2:18:06SUPPORT. I THINK THIS IS THE

2:18:08PLACE TO TALK ABOUT A

2:18:10LEGISLATIVE BUDGET, OFFICE, A

2:18:11LEGISLATIVE BUDGET, YOU KNOW,

2:18:13STAFF REALLY ABOUT NOT HAVING

2:18:17THE THE SAME SOURCE OF ANALYSIS

2:18:19THAT LED TO THE MAYOR'S BUDGET.

2:18:21IF THAT'S GOING TO TRY TO

2:18:22INFORM US POTENTIALLY CHANGING

2:18:24IT. AND SO I THINK THAT

2:18:26INDEPENDENCE IS REALLY VITAL

2:18:27FOR THIS. ON THE THE PIECE

2:18:30ABOUT REGIONAL COORDINATION, I

2:18:32REALLY APPRECIATE THE THING

2:18:33ABOUT IGA TEMPLATES. I LOVE THE

2:18:37IDEA OF MAKING THAT MORE

2:18:39TRANSPARENT FOR POTENTIAL

2:18:40PARTNERS FOR THE PUBLIC AND TO

2:18:42COUNCIL AS WELL, AND ALSO TO

2:18:43ENSURE THAT THE TEMPLATE

2:18:45INCLUDES CLEAR AT LEAST A

2:18:47DEFAULT OF CLEAR OPT OUTS AND

2:18:49REGULAR CYCLES AND CADENCES FOR

2:18:51RENEGOTIATION OF TERMS AS

2:18:53NEEDED. SOME OF THESE THINGS

2:18:54THAT WE GET INTO, ESPECIALLY

2:18:55THESE 25 YEAR DEALS, AT LEAST

2:18:57HAVING A PLACE WHERE WE CAN SAY

2:18:59AT THIS STAGE ALONG THE WAY,

2:19:01HERE'S A PLACE TO REVISIT THIS.

2:19:04THE STATE PIECE IS GREAT, I

2:19:05THINK. I AGREE, I THINK

2:19:07EVERYBODY SAID THAT THEY

2:19:08SUPPORT THE IDEA OF GOING DOWN

2:19:09TO THE STATE AND TALKING ABOUT

2:19:11AT LEAST MEASURE FIVE AND 50. I

2:19:13APPRECIATE THAT THE KICKER WAS

2:19:14ALSO MENTIONED IN A LATER SLIDE.

2:19:17ON OUR INTERNAL PIECE, THE SPAN

2:19:19OF CONTROL. AND I'D ALSO ADD

2:19:21DEGREES OF SEPARATION IN TERMS

2:19:22OF LAYERS OF MANAGEMENT, ARE

2:19:24THINGS THAT I'M REALLY

2:19:25INTERESTED IN INVOLVING

2:19:26FRONTLINE WORKERS AND EFFORTS,

2:19:28AS MENTIONED THERE TO MY

2:19:30INTENTION IS TO BRING THAT

2:19:31DISCUSSION, WHICH HAS BEEN ON

2:19:32OUR UNSCHEDULED. TO THE

2:19:34COMMITTEE, THE WHOLE IN

2:19:35PROBABLY DECEMBER, AT THE RATE

2:19:36WE'RE GOING THE FIRST WEEK OR

2:19:38SECOND WEEK IN THERE. SO I JUST

2:19:41WANTED TO FLAG THAT. AND THEN I

2:19:43THOUGHT THERE WAS A LOT TO DIG

2:19:44INTO IN THE OTHER RELATED

2:19:46ACTIONS SECTION. AND I REALLY

2:19:48APPRECIATE YOU BRINGING THAT UP.

2:19:51BUDGET ADVISORY COMMITTEES,

2:19:52LOVED EVERYTHING IN THERE, BUT

2:19:53DID WANT TO MAKE SURE THAT

2:19:55COUNCIL IS INVOLVED IN THAT AS

2:19:56ONE OF THE LEADS ON IT. I DO

2:19:58THINK THIS IS A PLACE WHERE

2:20:00IT'S IT'S WE NEED THE SAME

2:20:01INPUT FROM THE COMMUNITY. AND

2:20:02WHAT COUNCILOR PIRTLE-GUINEY

2:20:03WAS TALKING ABOUT WITH ACCESS

2:20:05TO INFORMATION APPLIES TO

2:20:05COMMUNITY INPUT, TO ECONOMIC

2:20:07DEVELOPMENT STRATEGY. SAME IDEA,

2:20:09NOT JUST PROSPER. I THINK BOTH

2:20:11MAYOR AND COUNCIL ARE A PART OF

2:20:13THAT. I'VE BEEN WAITING ON

2:20:15ANYTHING THAT'S NOT COMMERCIAL

2:20:16REAL ESTATE RELATED FROM THEM

2:20:18AS WELL. SO WOULD LOVE TO HAVE

2:20:21THAT. I APPRECIATE WHAT COUNCIL

2:20:24VICE PRESIDENT CLARK AND

2:20:25SOMEBODY ELSE I CAN'T REMEMBER

2:20:26WHO SORRY SAID ABOUT THE

2:20:28FOOTPRINT AND REDUCING THE

2:20:29FOOTPRINT OF CITY BUILDINGS.

2:20:32THIS HAS BEEN SOMETHING THAT

2:20:33HAS COME UP IN A COUPLE OF THE

2:20:35CONTRACTS. WHEN WE'RE REPLACING

2:20:36A LOCATION WITH A NEW PLACE. I

2:20:38THINK WE DID THIS FOR THE

2:20:39COMMUNITY SAFETY FOLKS RECENTLY,

2:20:41AND I REALLY IS SUPPORTIVE OF

2:20:42IT. I JUST WANT TO MAKE SURE

2:20:44THAT I'M PUTTING ON THE RECORD

2:20:45HERE THAT WE'RE NOT JUST

2:20:48PRIORITIZING OUR BUDGET, BUT

2:20:49ALSO THE GEOGRAPHICAL REACH OF

2:20:51CITY BUILDINGS. FOR EXAMPLE, IF

2:20:53WE WERE IF THE THE NEXT LEASES

2:20:55THAT ARE UP OR THE BUILDINGS WE

2:20:57HAVE IN D1, I THINK WE SHOULD

2:20:59KEEP IN MIND THAT WE NEED A

2:21:00PRESENCE IN EAST PORTLAND TO

2:21:02KIND OF THING. I KNOW THAT

2:21:03THAT'S SOMETHING THAT'S ALREADY

2:21:04ON THE RADAR, BUT I WANTED TO

2:21:06TO MENTION THAT THIS IS ALSO

2:21:07REALLY IMPORTANT FOR THINGS

2:21:08LIKE FIRE STATIONS AND

2:21:09COMMUNITY CENTERS, WHICH

2:21:11ALREADY HAVE A DISPROPORTIONATE

2:21:15INFREQUENCY ON THE EAST SIDE.

2:21:19OKAY. I WANTED TO FOLLOW UP

2:21:22WITH BOTH YOU AND CITY

2:21:24ADMINISTRATOR LEE. THERE'S A

2:21:25PIECE ON COLLECT AND SHARE

2:21:26BUREAU INNOVATIONS. A WHILE AGO,

2:21:28I ASKED ABOUT, IS THERE A PLACE

2:21:30TO SUGGEST FOR EMPLOYEES TO

2:21:31SUGGEST THINGS ANONYMOUSLY? SO

2:21:33IT'S NOT JUST WHAT'S ALREADY

2:21:35BEEN IMPLEMENTED AT THE BUREAU

2:21:36IS BEING SHARED, WHICH IS VITAL,

2:21:37BUT ALSO THE IDEAS THAT MAYBE

2:21:39NEVER HAVE HAD THE CHANCE TO BE

2:21:41TRIED. AND I KNOW THAT WAS

2:21:43SOMETHING THAT LEE HAD

2:21:44EXPRESSED SOME INTEREST IN. HAS

2:21:46ANYTHING HAS THERE BEEN ANY

2:21:47PROGRESS YET ON THAT?

2:21:49>> NOT YET. I THINK PART OF THE

2:21:51CONVERSATION THAT WE'LL HAVE AS

2:21:53I GET SOME OF THESE OTHER ROLES

2:21:55IN THE ORGANIZATION AND

2:21:56STRATEGY CHANGE MANAGEMENT IS

2:21:58REALLY TAKING A LOOK AT THAT.

2:22:00AND HOW DO WE SET SOMETHING UP

2:22:02THAT WHEN PEOPLE ARE BRINGING

2:22:05IDEAS, IS SOMETHING THAT WE CAN

2:22:07ACTUALLY HAVE AN EVALUATION

2:22:08PROCESS ON? JUST A CAPACITY AND

2:22:11BANDWIDTH THING RIGHT NOW IS

2:22:12THE REASON WHY WE HAVEN'T BEEN

2:22:14ABLE TO REALLY JUST PICK UP

2:22:15STRIDES WITH IT YET.

2:22:17>> I APPRECIATE THAT. I LIKE

2:22:23HOW YOU RECONFIGURED EVERYTHING

2:22:25INTO SORT OF WAVES IN THOSE

2:22:28SORT OF. SLIDE 36 AND ON, AND I

2:22:30APPRECIATE THAT A LOT. THE, THE

2:22:32PIECES I WANTED TO HIGHLIGHT

2:22:34HERE THAT I HAVEN'T ALREADY

2:22:35MENTIONED ARE THE COURT

2:22:38COMMUNITY ENGAGEMENT PIECE IS

2:22:40IN ADDITION TO JUST THE BUDGET

2:22:41ADVISORY PIECE. I THINK WE HAVE

2:22:43AN OPPORTUNITY NOW WITH WITH

2:22:45THE STAFFING CHANGES THERE TO

2:22:47RECONSIDER HOW ENGAGEMENT LIVES

2:22:49IN THE CITY. ORG CHART, AND I

2:22:51REALLY WANT TO TAKE THAT

2:22:52OPPORTUNITY. I KNOW WE FUNDED A

2:22:54POSITION THAT HASN'T BEEN

2:22:55FILLED YET FOR THAT AND COUNCIL

2:22:56OPERATIONS. THAT'S A PART OF

2:22:57THAT SOLUTION. OBVIOUSLY, THE

2:22:59CIVIC LIFE AND THE CHIEF

2:23:00ENGAGEMENT OFFICER POSITION ARE

2:23:01A HUGE PART OF THAT, TOO. 38

2:23:04I'VE ALSO MENTIONED THE SAME

2:23:06THING ABOUT PROSPER ALREADY.

2:23:08AND THEN THE ONE TIME RESOURCES

2:23:10TO ME, I LIKE EVERYTHING IN

2:23:11HERE. I JUST LIKE TO SEE IT

2:23:13EARLIER BECAUSE I THINK IT'S

2:23:14IT'S THE SINGLE THING.

2:23:15COUNCILOR SMITH HAS TALKED

2:23:16ABOUT THIS A LOT TOO. THE IDEA

2:23:18THAT WE JUST KEEP ADDING THINGS

2:23:19THAT WE DON'T HAVE A PLAN TO

2:23:21PAY FOR IN THE FUTURE. WE HAVE

2:23:24ONE TIME COSTS, SORRY, ONE TIME

2:23:28GRANTS OR FUNDING SOURCES. THE

2:23:30SHELTERS ARE THE KEY EXAMPLE OF

2:23:32THIS, AND IT'S SUCH A HUGE PART

2:23:33OF OUR GENERAL FUND AT THIS

2:23:35POINT THAT I THINK IT WOULD BE

2:23:36REMISS TO NOT EXPLICITLY

2:23:37MENTION THAT. SO THOSE ARE ALL

2:23:39THE THE SORT OF RUN THROUGH OF,

2:23:41OF, OF THAT AND WANTED TO GET

2:23:43DONE. BUT I REALLY APPRECIATE

2:23:44HOW YOU FRAMED THIS. YOU SAID

2:23:46THAT YOUR GOAL WAS TO PUT AN

2:23:48END TO THE FINANCIAL MADNESS OF

2:23:49THE PAST FEW YEARS, TO REBUILD

2:23:51TRUST IN THE CITY AS A

2:23:52RESPONSIBLE STEWARD OF THE

2:23:53PUBLIC'S DOLLARS, TO IMPROVE

2:23:54INFORMATION, TRANSPARENCY AND

2:23:55DECISION MAKING, AND ULTIMATELY,

2:23:57TO EFFECTIVELY AND EFFICIENTLY

2:23:58DELIVER SERVICES TO PORTLANDERS.

2:24:00AND ALL I CAN SAY TO THAT IS

2:24:02AMEN. SO THANK YOU.

2:24:03>> THANK YOU, COUNCILOR.

2:24:05>> COLLEAGUES, WE HAVE 41

2:24:06MINUTES LEFT AND NOBODY'S IN

2:24:07THE QUEUE. SO I'M GOING TO DO

2:24:09THE PAUSE FOR DRAMATIC EFFECT

2:24:10AND GIVE FOLKS A CHANCE, IF

2:24:12THEY'D LIKE TO GET ON, ON THE

2:24:13QUEUE. SEEING NONE. THAT'S THE

2:24:17THE SOUND, THE SIGN THAT WE'VE

2:24:19DONE WELL AND PRIMARILY YOU AND

2:24:21THE WORKGROUP. SO THANK YOU,

2:24:22EVERYBODY FOR THAT. THANKS,

2:24:24COLLEAGUES. AND I GUESS WE CAN

2:24:26WRAP UP A LITTLE EARLY. THANKS

2:24:28SO MUCH. AND I'LL WRAP UP THE

2:24:30WORK SESSION AT 4:20 P.M.