{ "meetingId": "2026-09-21-ws-1", "title": "Portland City Council Work Session - Financial Stabilization Plan Report- 09/23/26", "date": "2026-07-21T09:30:00-07:00", "duration": 144, "videoUrl": "https://www.youtube.com/watch?v=8rQENIjXRGA", "videoId": "8rQENIjXRGA", "agendaUrl": "https://www.portland.gov/council/agenda/community-and-public-safety-committee/2026/7/21", "agendaItems": [], "summary": "**Portland's chief financial officer presented 44 potential actions to stabilize the city's finances at a September 21 work session, where councilors debated priorities but took no vote.**\n\nCouncil President Jamie Dunphy (District 1) opened the session and handed the gavel to Councilor Sameer Kanal (District 2), who chaired the discussion. Kanal said the city's financial situation is \"in crisis,\" driven not by \"one or two bad years\" but by \"structural long-term issues\" ([00:07:36](meeting:2026-09-21-ws-1@00:07:36)). Chief Financial Officer Jonas Beery, who anticipates the city \"will still be in a financial crisis mode for fiscal '27-'28 budget development,\" walked the council through recommendations from a Financial Stabilization Workgroup and his own implementation proposals.\n\n## The workgroup and the CFO's plan\n\nThe workgroup was co-chaired by Councilors Eric Zimmerman (District 4) and Mitch Green (District 4), who described themselves as representing \"very different sides of the ideological spectrum.\" Zimmerman said the city is \"oftentimes a reactionary government\" and that it's \"time to be more deliberate\" ([00:09:03](meeting:2026-09-21-ws-1@00:09:03)). Green recalled getting the assignment from incoming City Administrator Lee: \"oh no, we're in a financial crisis\" ([00:11:29](meeting:2026-09-21-ws-1@00:11:29)).\n\nBeery said the workgroup's recommendations reflected disagreement rather than consensus, and he translated them into **44 potential implementation actions** grouped by feasibility and timeline. He grouped recommendations into financial strategy and discipline, decision support and governance, regional coordination and advocacy, and administrative effectiveness. Kanal reminded the room at the outset that \"there's no decision that we have to take right now.\"\n\n## Where councilors pushed\n\nCouncil Vice President Olivia Clark (District 4) named defining core services and auditing city facilities as her priorities, saying the facilities audit belongs on a nearer-term list than the CFO proposed. Dunphy questioned why items like organizational structure and intergovernmental-agreement protocols sat on a financial list, calling them \"good things we should do to get our house in order,\" and voiced \"deep concerns about biennial\" budgeting, urging it not be prioritized. He closed with a recurring plea: \"Portland loves to reinvent the wheel. Please don't\" ([01:21:33](meeting:2026-09-21-ws-1@01:21:33)).\n\nCouncilor Loretta Smith (District 1) pressed Beery on why a formal revenue report was slated for spring 2027 when the adopted budget already lists revenue sources. Beery said the action would add \"context\" and volatility ratings the raw numbers lack. Smith asked that ongoing money like opioid-settlement funds, expected \"for the next 20-some odd years,\" be shown as line items ([01:23:56](meeting:2026-09-21-ws-1@01:23:56)).\n\nCouncilor Steve Novick (District 3) urged near-term discussion of span of control and contracting, pointing to \"those 50 people that supervise fewer than a few people,\" and pressed for annual review of one-time-funded programs ([01:43:39](meeting:2026-09-21-ws-1@01:43:39)). Councilor Dan Ryan (District 2) called for a 10-to-15-year look back at spending, warning that county cuts tied to \"the deep devaluing of properties downtown\" would hit the city's general fund, and championed a citywide economic development strategy, citing the city ranking \"80th out of 81\" as a place to invest ([01:50:45](meeting:2026-09-21-ws-1@01:50:45)).\n\nCouncilor Angelita Morillo (District 3) asked how council feedback was being folded into the budget process and welcomed the plan's emphasis on avoiding regressive revenue policies. Councilor Elana Pirtle-Guiney (District 2) urged that any dedicated budget analyst for council remain within the City Budget Office so all branches \"are operating from the same information\" ([02:01:39](meeting:2026-09-21-ws-1@02:01:39)).\n\n## Biennial budgeting and a revenue proposal\n\nBeery voiced \"personal skepticism about whether biennial budgeting can result in meaningful improvement.\" Green made his own case for it, arguing the city should \"move to 2-year rate-setting cycles for our water and sewer utilities,\" while conceding he was \"not going to die on that hill\" ([02:04:54](meeting:2026-09-21-ws-1@02:04:54)). Zimmerman, who said he had worked in a municipality with a biennial budget, called it \"pretty good\" and better suited to getting ahead of long-range work. Both linked the idea to a refreshed reserves policy to smooth the volatile Business License Tax.\n\nGreen announced that he and Morillo had introduced an update to the CEO pay ratio tax that they project would raise **$72 million on average in new Business License Tax revenue** while giving relief to small businesses, coming to the Committee of the Whole on October 8 ([02:08:00](meeting:2026-09-21-ws-1@02:08:00)). He cautioned that the change would amplify BLT volatility and require a supporting reserves policy.\n\nCity Administrator Lee told the council he would take the span-of-control review \"further than the positions that were envisioned in Green 7\" and include his \"professional opinion\" in the City Administrator's Report ([02:02:40](meeting:2026-09-21-ws-1@02:02:40)).\n\n## On the dais\n\nDuring the break, Dunphy announced it was Beery's birthday, joking, \"You're 21 years old. I hope your first legal beer is something pink and shiny\" ([02:10:52](meeting:2026-09-21-ws-1@02:10:52)). Beery replied, \"what birthday present could be better than talking about financial stabilization with my friends?\" ([02:11:42](meeting:2026-09-21-ws-1@02:11:42)).\n\nKanal closed the queue with no councilors waiting, ending the session at 4:20 p.m.\n\n## What's next\n\nThe Green-Morillo CEO pay ratio tax update goes to the Committee of the Whole on **October 8**. Beery plans a general fund forecast work session before year's end, with a December forecast from staff. A budget-process work session is expected within weeks. Beery said Phase 1 financial policy updates would return in **early 2027**, ahead of next year's budget. Kanal said he intends to bring the span-of-control discussion to the Committee of the Whole in December. The City Administrator's span-of-control findings are to appear in a forthcoming City Administrator's Report.", "summaryText": "Portland's chief financial officer presented 44 potential actions to stabilize the city's finances at a September 21 work session, where councilors debated priorities but took no vote.\n\nCouncil President Jamie Dunphy (District 1) opened the session and handed the gavel to Councilor Sameer Kanal (District 2), who chaired the discussion. Kanal said the city's financial situation is \"in crisis,\" driven not by \"one or two bad years\" but by \"structural long-term issues\" (00:07:36). Chief Financial Officer Jonas Beery, who anticipates the city \"will still be in a financial crisis mode for fiscal '27-'28 budget development,\" walked the council through recommendations from a Financial Stabilization Workgroup and his own implementation proposals.\n\nThe workgroup was co-chaired by Councilors Eric Zimmerman (District 4) and Mitch Green (District 4), who described themselves as representing \"very different sides of the ideological spectrum.\" Zimmerman said the city is \"oftentimes a reactionary government\" and that it's \"time to be more deliberate\" (00:09:03). Green recalled getting the assignment from incoming City Administrator Lee: \"oh no, we're in a financial crisis\" (00:11:29).\n\nBeery said the workgroup's recommendations reflected disagreement rather than consensus, and he translated them into 44 potential implementation actions grouped by feasibility and timeline. He grouped recommendations into financial strategy and discipline, decision support and governance, regional coordination and advocacy, and administrative effectiveness. Kanal reminded the room at the outset that \"there's no decision that we have to take right now.\"\n\nCouncil Vice President Olivia Clark (District 4) named defining core services and auditing city facilities as her priorities, saying the facilities audit belongs on a nearer-term list than the CFO proposed. Dunphy questioned why items like organizational structure and intergovernmental-agreement protocols sat on a financial list, calling them \"good things we should do to get our house in order,\" and voiced \"deep concerns about biennial\" budgeting, urging it not be prioritized. He closed with a recurring plea: \"Portland loves to reinvent the wheel. Please don't\" (01:21:33).\n\nCouncilor Loretta Smith (District 1) pressed Beery on why a formal revenue report was slated for spring 2027 when the adopted budget already lists revenue sources. Beery said the action would add \"context\" and volatility ratings the raw numbers lack. Smith asked that ongoing money like opioid-settlement funds, expected \"for the next 20-some odd years,\" be shown as line items (01:23:56).\n\nCouncilor Steve Novick (District 3) urged near-term discussion of span of control and contracting, pointing to \"those 50 people that supervise fewer than a few people,\" and pressed for annual review of one-time-funded programs (01:43:39). Councilor Dan Ryan (District 2) called for a 10-to-15-year look back at spending, warning that county cuts tied to \"the deep devaluing of properties downtown\" would hit the city's general fund, and championed a citywide economic development strategy, citing the city ranking \"80th out of 81\" as a place to invest (01:50:45).\n\nCouncilor Angelita Morillo (District 3) asked how council feedback was being folded into the budget process and welcomed the plan's emphasis on avoiding regressive revenue policies. Councilor Elana Pirtle-Guiney (District 2) urged that any dedicated budget analyst for council remain within the City Budget Office so all branches \"are operating from the same information\" (02:01:39).\n\nBeery voiced \"personal skepticism about whether biennial budgeting can result in meaningful improvement.\" Green made his own case for it, arguing the city should \"move to 2-year rate-setting cycles for our water and sewer utilities,\" while conceding he was \"not going to die on that hill\" (02:04:54). Zimmerman, who said he had worked in a municipality with a biennial budget, called it \"pretty good\" and better suited to getting ahead of long-range work. Both linked the idea to a refreshed reserves policy to smooth the volatile Business License Tax.\n\nGreen announced that he and Morillo had introduced an update to the CEO pay ratio tax that they project would raise $72 million on average in new Business License Tax revenue while giving relief to small businesses, coming to the Committee of the Whole on October 8 (02:08:00). He cautioned that the change would amplify BLT volatility and require a supporting reserves policy.\n\nCity Administrator Lee told the council he would take the span-of-control review \"further than the positions that were envisioned in Green 7\" and include his \"professional opinion\" in the City Administrator's Report (02:02:40).\n\nDuring the break, Dunphy announced it was Beery's birthday, joking, \"You're 21 years old. I hope your first legal beer is something pink and shiny\" (02:10:52). Beery replied, \"what birthday present could be better than talking about financial stabilization with my friends?\" (02:11:42).\n\nKanal closed the queue with no councilors waiting, ending the session at 4:20 p.m.\n\nThe Green-Morillo CEO pay ratio tax update goes to the Committee of the Whole on October 8. Beery plans a general fund forecast work session before year's end, with a December forecast from staff. A budget-process work session is expected within weeks. Beery said Phase 1 financial policy updates would return in early 2027, ahead of next year's budget. Kanal said he intends to bring the span-of-control discussion to the Committee of the Whole in December. The City Administrator's span-of-control findings are to appear in a forthcoming City Administrator's Report.", "summaryLede": "Portland's chief financial officer presented 44 potential actions to stabilize the city's finances at a September 21 work session, where councilors debated priorities but took no vote.", "sections": [ { "title": "Call to Order and Presentation Introduction", "startTime": "00:07:21.918", "endTime": "00:25:14.422", "items": [ { "title": "Call to Order and Framing Remarks", "startTime": "00:07:21.918", "endTime": "00:14:46.902" }, { "title": "Financial Stabilization Project Background", "startTime": "00:14:46.902", "endTime": "00:25:14.422" } ] }, { "title": "Stabilization Project Recommendations and Action Plan", "startTime": "00:25:14.422", "endTime": "01:13:01.896", "items": [ { "title": "Overview of Workgroup Recommendations", "startTime": "00:25:14.422", "endTime": "00:37:33.612" }, { "title": "Action Items and Implementation Timelines", "startTime": "00:37:33.612", "endTime": "01:04:17.309" }, { "title": "Recommended Immediate and Future Actions", "startTime": "01:04:17.309", "endTime": "01:13:01.896" } ] }, { "title": "Council Discussion and Feedback", "startTime": "01:13:01.896", "endTime": "02:23:56.344", "items": [ { "title": "Councilor Questions and Discussion", "startTime": "01:13:01.896", "endTime": "02:15:15.769" }, { "title": "Closing Remarks and Next Steps", "startTime": "02:15:15.769", "endTime": "02:23:56.344" } ] } ], "cues": [ { "id": "cue-1", "start": 441.919, "end": 444.425, "text": "I'm calling to order this work session of the City Council.", "speaker": "Unidentified speaker" }, { "id": "cue-2", "start": 444.667, "end": 454.656, "text": "Uh, following in my tradition of trying to defer to subject, uh, areas for the chairs of the appropriate committees, I'm going to be turning the running of this work session over to Councilor Kanal.", "speaker": "Unidentified speaker" }, { "id": "cue-3", "start": 456.408, "end": 457.547, "text": "Thank you, Council President.", "speaker": "Sameer Kanal" }, { "id": "cue-4", "start": 457.63, "end": 458.819, "text": "Just pulling up my notes here.", "speaker": "Sameer Kanal" }, { "id": "cue-5", "start": 461.138, "end": 467.434, "text": "So I'm gonna be kicking this over to Councilors Zimmerman and Greene in a second, so I might need to pause for that part of it.", "speaker": "Sameer Kanal" }, { "id": "cue-6", "start": 467.514, "end": 470.01, "text": "But thanks everybody for being here today.", "speaker": "Sameer Kanal" }, { "id": "cue-7", "start": 470.091, "end": 481.836, "text": "We're here because we've recognized that our city's financial situation is in crisis, and it's not solely that we've had one or two bad years, but that there are structural long-term issues that need to be addressed.", "speaker": "Sameer Kanal" }, { "id": "cue-8", "start": 481.965, "end": 484.504, "text": "This is something that our CFO, Jonas Beery, has been talking about for a while and working on for a while.", "speaker": "Sameer Kanal" }, { "id": "cue-9", "start": 484.569, "end": 484.699, "text": "Thank you.", "speaker": "Sameer Kanal" }, { "id": "cue-10", "start": 486.7, "end": 498.12, "text": "I'm thankful to him as well as to councilors who've been working on a workgroup on this for a while to provide recommendations for how to address it and stabilize our city's financial outlook.", "speaker": "Sameer Kanal" }, { "id": "cue-11", "start": 498.22, "end": 506.88, "text": "So what we're going to hear today is the result of many months of work from many people, including CFO Berry, Councilor Zimmerman, Councilor Green, and some community members.", "speaker": "Sameer Kanal" }, { "id": "cue-12", "start": 506.88, "end": 510.01, "text": "And I'm sure he'll have a list of everybody who's here.", "speaker": "Sameer Kanal" }, { "id": "cue-13", "start": 511.59, "end": 514, "text": "At this point, I'm supposed to hand it over to Councilor Zimmerman.", "speaker": "Sameer Kanal" }, { "id": "cue-14", "start": 514, "end": 516.68, "text": "I think he's running a minute behind to provide a framing remark.", "speaker": "Sameer Kanal" }, { "id": "cue-15", "start": 516.68, "end": 516.78, "text": "Thank you, Councilor Sameer Kanal.", "speaker": "Eric Zimmerman" }, { "id": "cue-16", "start": 517.351, "end": 517.595, "text": "Or 2.", "speaker": "Sameer Kanal" }, { "id": "cue-17", "start": 517.66, "end": 517.725, "text": "Or 2.", "speaker": "Sameer Kanal" }, { "id": "cue-18", "start": 517.855, "end": 523.198, "text": "So, okay, um, you, you're, you're— we rang the bell and you were here.", "speaker": "Sameer Kanal" }, { "id": "cue-19", "start": 523.36, "end": 531.939, "text": "Uh, I was about to pass it over to you, Councilor Zimmerman, to, uh, slowly finishing the sentence, provide some framing remarks.", "speaker": "Sameer Kanal" }, { "id": "cue-20", "start": 535.848, "end": 537.29, "text": "Hi, how are we all doing?", "speaker": "Eric Zimmerman" }, { "id": "cue-21", "start": 537.468, "end": 538.878, "text": "Thanks for letting me walk in a couple minutes late.", "speaker": "Eric Zimmerman" }, { "id": "cue-22", "start": 538.927, "end": 539.996, "text": "It was busy.", "speaker": "Eric Zimmerman" }, { "id": "cue-23", "start": 540.223, "end": 542.103, "text": "Um, are we just doing our opening remarks, sir?", "speaker": "Eric Zimmerman" }, { "id": "cue-24", "start": 542.184, "end": 542.605, "text": "Councilor Green?", "speaker": "Eric Zimmerman" }, { "id": "cue-25", "start": 543.494, "end": 547.237, "text": "You're going first and then Jonas and then Councilor Herbold.", "speaker": "Sameer Kanal" }, { "id": "cue-26", "start": 547.494, "end": 547.831, "text": "Great.", "speaker": "Eric Zimmerman" }, { "id": "cue-27", "start": 547.928, "end": 564.134, "text": "So, you know, this idea really stemmed from my time as a chair of the Finance Committee in the last iteration and looking at the challenges that we had with both last year's budget and getting ready to craft this year's budget is that we are oftentimes a reactionary government.", "speaker": "Eric Zimmerman" }, { "id": "cue-28", "start": 564.359, "end": 570.571, "text": "And these last several years since 2020 have, I would classify as, A reaction, right?", "speaker": "Eric Zimmerman" }, { "id": "cue-29", "start": 570.651, "end": 574.114, "text": "2020 On has been a reaction, and it's time to be more deliberate.", "speaker": "Eric Zimmerman" }, { "id": "cue-30", "start": 574.386, "end": 588.846, "text": "And I asked Councilor Green his interest, and we both thought it is time to start thinking about how can council work with the administration to see what a stabilization, out of crisis, out of fire at your feet mindset could look like.", "speaker": "Eric Zimmerman" }, { "id": "cue-31", "start": 589.535, "end": 596.075, "text": "And at the same time, our CFO was certainly having those conversations, and these kind of— we married up at the same time.", "speaker": "Eric Zimmerman" }, { "id": "cue-32", "start": 596.524, "end": 600.419, "text": "Councilor Green and I represent very different sides of the ideological spectrum on this council.", "speaker": "Eric Zimmerman" }, { "id": "cue-33", "start": 600.758, "end": 638.808, "text": "We both sat on the Finance Committee, but we're both finance folks, and we felt that we could represent a good forward-facing perspective from our chairs to give the body's work some credibility with our council and to aid wherever we could for our CFO, for the finance team, and then all of our volunteer members To try and deliver something that can land in this council, get thoughtfully discussed, and not maybe from one ideological side or another.", "speaker": "Eric Zimmerman" }, { "id": "cue-34", "start": 639.241, "end": 658.022, "text": "And I want to just give a lot of appreciation to the CFO, Mr. Beery, the entire team that he worked with, because in the recruitment of volunteers and in working with us, the amount of work that's gone into this stabilization project has been It's been a big lift.", "speaker": "Eric Zimmerman" }, { "id": "cue-35", "start": 658.953, "end": 676.763, "text": "And the volunteers that sat this group with us, I am just so deeply appreciative to, coming from a variety of walks of life, a variety of parts of our town, a variety of organizations from which they either have worked, retired from, or currently working, and, and, and the neighborhoods.", "speaker": "Eric Zimmerman" }, { "id": "cue-36", "start": 676.876, "end": 689.046, "text": "And so their, their effort on Friday afternoons for these last few months have been quite welcome, and I'm, I'm happy that Some of them are here and happy to lend my, uh, time to anything that Jonas and his team needs.", "speaker": "Eric Zimmerman" }, { "id": "cue-37", "start": 689.11, "end": 692.127, "text": "So with that, I'd turn it over to my co-chair, Councilor Green.", "speaker": "Unidentified speaker" }, { "id": "cue-38", "start": 693.154, "end": 694.823, "text": "Uh, thank you so much, Councilor Zimmerman.", "speaker": "Unidentified speaker" }, { "id": "cue-39", "start": 694.936, "end": 708.754, "text": "I remember when I got the call from you, uh, it was like, I think, coming out of the Christmas recess, and you had gotten advance notice from incoming City Administrator Lee, who first thing you have to do when you walk in the door is like, oh no, we're in a financial crisis.", "speaker": "Unidentified speaker" }, { "id": "cue-40", "start": 709.316, "end": 712.17, "text": "So I was like, yes, I'll serve, you know, I'll help.", "speaker": "Unidentified speaker" }, { "id": "cue-41", "start": 712.811, "end": 714.045, "text": "I think this is a great idea.", "speaker": "Unidentified speaker" }, { "id": "cue-42", "start": 714.173, "end": 733.52, "text": "And really, you know, Jonas, you put in a lot of work personally, but also kind of making sure that this table was set with a range of voices from our community who span the private sector, the labor, you know, our labor, you know, the House of Labor, as it were.", "speaker": "Unidentified speaker" }, { "id": "cue-43", "start": 734.466, "end": 737.126, "text": "You've got— we had community-based organizations.", "speaker": "Unidentified speaker" }, { "id": "cue-44", "start": 737.191, "end": 744.823, "text": "And so So really some intentionality there to make sure that this wasn't just a thing that, you know, you and your team cooked up over a weekend or a week.", "speaker": "Unidentified speaker" }, { "id": "cue-45", "start": 745.46, "end": 763.757, "text": "This wasn't just a thing that Councilor Zimmerman brought forward or I brought forward, but really trying to be what I think is what this new government is supposed to be doing more of, which is sort of reaching into our communities, pulling some good ideas from there, and then sitting as leaders to see how we can shape it and move it forward.", "speaker": "Unidentified speaker" }, { "id": "cue-46", "start": 763.805, "end": 769.559, "text": "And I agree, this was The effort here was to lend some credibility to the exercise.", "speaker": "Unidentified speaker" }, { "id": "cue-47", "start": 769.672, "end": 772.844, "text": "And so there's no decision that we have to take right now.", "speaker": "Unidentified speaker" }, { "id": "cue-48", "start": 772.973, "end": 778.62, "text": "What we're going to do is we're going to see some really, I think, thoughtful set of priorities for us to engage on.", "speaker": "Unidentified speaker" }, { "id": "cue-49", "start": 779.122, "end": 799.923, "text": "And I encourage my colleagues to keep an open mind and just know that in those Friday workshops, there was a lot of candid discussion and not necessarily agreement, but a shared understanding that if we don't tackle these things together, In some kind of a way that our city will suffer, irrespective of your priorities.", "speaker": "Unidentified speaker" }, { "id": "cue-50", "start": 800.503, "end": 804.32, "text": "And so I'm really eager to hear from our CFO.", "speaker": "Unidentified speaker" }, { "id": "cue-51", "start": 804.549, "end": 823.479, "text": "And I would just ask my colleagues, as we work through this over the process, is just know that we're all trying to build something together that provides more resiliency and soundness to our balance sheet, which we owe to Portlanders.", "speaker": "Unidentified speaker" }, { "id": "cue-52", "start": 823.835, "end": 824.11, "text": "So thank you.", "speaker": "Unidentified speaker" }, { "id": "cue-53", "start": 824.159, "end": 824.305, "text": "Thank you.", "speaker": "Unidentified speaker" }, { "id": "cue-54", "start": 825.143, "end": 825.464, "text": "Thanks.", "speaker": "Sameer Kanal" }, { "id": "cue-55", "start": 825.624, "end": 840.596, "text": "And so just before passing it over to CFO Beery, I did want to note, because this is a big topic and we've been approaching the budget, as has been pointed out, primarily in a reactive way, and this would be reframing that conversation, we asked for a lot of information from CFO Beery.", "speaker": "Sameer Kanal" }, { "id": "cue-56", "start": 840.692, "end": 843.834, "text": "And so this is a long presentation and that's not his fault.", "speaker": "Sameer Kanal" }, { "id": "cue-57", "start": 843.898, "end": 845.357, "text": "That's how we set it up.", "speaker": "Sameer Kanal" }, { "id": "cue-58", "start": 845.405, "end": 847.088, "text": "But I just want to get that on the record first.", "speaker": "Sameer Kanal" }, { "id": "cue-59", "start": 847.81, "end": 849.364, "text": "We're going to do that presentation.", "speaker": "Sameer Kanal" }, { "id": "cue-60", "start": 849.429, "end": 850.406, "text": "We'll probably take a break.", "speaker": "Sameer Kanal" }, { "id": "cue-61", "start": 850.535, "end": 854.799, "text": "And then the idea is that the second half of the conversation is led by this side of the dais.", "speaker": "Sameer Kanal" }, { "id": "cue-62", "start": 854.863, "end": 856.948, "text": "So just wanted to make sure everybody was aware of that first.", "speaker": "Sameer Kanal" }, { "id": "cue-63", "start": 857.044, "end": 860.383, "text": "And with that, our city Chief Financial Officer, Jonas Beery.", "speaker": "Sameer Kanal" }, { "id": "cue-64", "start": 861.683, "end": 861.924, "text": "Great.", "speaker": "Unidentified speaker" }, { "id": "cue-65", "start": 862.085, "end": 863.802, "text": "Good afternoon, councilors.", "speaker": "Unidentified speaker" }, { "id": "cue-66", "start": 863.866, "end": 866.05, "text": "Thank you, Councilor Kanal, for that.", "speaker": "Unidentified speaker" }, { "id": "cue-67", "start": 866.114, "end": 869.645, "text": "And thank you, Councilors Zimmerman and Green, for the tee-up.", "speaker": "Unidentified speaker" }, { "id": "cue-68", "start": 869.742, "end": 873.835, "text": "I think you'll hear some reinforcing of some of those same points here today.", "speaker": "Unidentified speaker" }, { "id": "cue-69", "start": 874.365, "end": 879.71, "text": "And yeah, just thank you in advance for listening to what will be an unusually long presentation from me today.", "speaker": "Unidentified speaker" }, { "id": "cue-70", "start": 880.24, "end": 882.263, "text": "Councilor Kanal, possibly is partially my fault.", "speaker": "Unidentified speaker" }, { "id": "cue-71", "start": 882.311, "end": 885.907, "text": "I prepared the presentation, but appreciate that acknowledgement.", "speaker": "Unidentified speaker" }, { "id": "cue-72", "start": 886.902, "end": 890.478, "text": "As we begin, I wanted to start by just a couple of introductory comments.", "speaker": "Unidentified speaker" }, { "id": "cue-73", "start": 890.574, "end": 903.629, "text": "I believe that development of a comprehensive financial strategy is among the most critical things that we can do and something that we have rarely, if ever, had an opportunity to do under the prior limitations of the prior form of government.", "speaker": "Unidentified speaker" }, { "id": "cue-74", "start": 904.286, "end": 915.335, "text": "Our financial systems underpin everything we might hope to achieve, and we cannot effectively deliver basic services or meet policy objectives without stable and reliable financial systems and strategies.", "speaker": "Unidentified speaker" }, { "id": "cue-75", "start": 916.394, "end": 931.051, "text": "Also, I can't begin today's conversation without recognizing and appreciating the city's financial professionals who do this work every single day, often under difficult circumstances and unfair criticism, to quietly keep the city moving forward as best we can.", "speaker": "Unidentified speaker" }, { "id": "cue-76", "start": 931.644, "end": 944.28, "text": "Thank you to the individuals who enter and verify the accuracy of financial data, who collect incoming revenues, who answer phone calls and assist Portlanders with billing questions, who process payments to employees and vendors, Thank you.", "speaker": "Unidentified speaker" }, { "id": "cue-77", "start": 944.28, "end": 944.28, "text": "Thank you, Councilor Loretta Smith.", "speaker": "Unidentified speaker" }, { "id": "cue-78", "start": 944.28, "end": 944.28, "text": "Thank you, Councilor Sameer Kanal.", "speaker": "Unidentified speaker" }, { "id": "cue-79", "start": 944.28, "end": 950.58, "text": "Thank you to the City Budget Office and to everyone throughout the entire organization who plays a critical role in keeping the city's financial systems up and running.", "speaker": "Unidentified speaker" }, { "id": "cue-80", "start": 951.12, "end": 956.33, "text": "As you'll hear today and you've heard previewed, it's been a massive lift to get this to this moment.", "speaker": "Unidentified speaker" }, { "id": "cue-81", "start": 956.58, "end": 960.71, "text": "But I do think the value of the process will be seen in the outcomes as we get there.", "speaker": "Unidentified speaker" }, { "id": "cue-82", "start": 961.12, "end": 966.92, "text": "When I presented this concept, I think I called it an impossible dream to deliver to you in spring.", "speaker": "Unidentified speaker" }, { "id": "cue-83", "start": 966.94, "end": 968.92, "text": "I was right.", "speaker": "Unidentified speaker" }, { "id": "cue-84", "start": 968.92, "end": 976.293, "text": "But it was really important that we be more patient and let the roots grow and foster some less traditional Thank you.", "speaker": "Unidentified speaker" }, { "id": "cue-85", "start": 976.373, "end": 979.499, "text": "Traditional to the city anyway for input and dialogue.", "speaker": "Unidentified speaker" }, { "id": "cue-86", "start": 980.204, "end": 982.464, "text": "2 Primary outputs that I'm going to share today.", "speaker": "Unidentified speaker" }, { "id": "cue-87", "start": 982.865, "end": 988.892, "text": "The first is a set of broad recommendations that were developed specifically by the Financial Stabilization Workgroup.", "speaker": "Unidentified speaker" }, { "id": "cue-88", "start": 989.598, "end": 1000.867, "text": "And then the second output is a set of potential implementation actions identified by myself, by me as Chief Financial Officer, that respond to and flow from the recommendations.", "speaker": "Unidentified speaker" }, { "id": "cue-89", "start": 1001.524, "end": 1015.547, "text": "And as the next step in the effort, I look forward to sharing with you today how I believe we can continue moving to improve our financial condition and meet a wide range of council administrative and community objectives via a citywide action plan and financial strategy.", "speaker": "Unidentified speaker" }, { "id": "cue-90", "start": 1016.767, "end": 1023.816, "text": "As the ultimate decision makers and the direct connection to Portlanders, it's essential that City Council understand and support the city's financial strategy.", "speaker": "Unidentified speaker" }, { "id": "cue-91", "start": 1024.49, "end": 1037.572, "text": "So in addition to receiving your feedback and suggestions, I hope that the information shared today will offer you and offer Portlanders some increased confidence that we have the collective ability to navigate the city back to a Thank you.", "speaker": "Unidentified speaker" }, { "id": "cue-92", "start": 1038.459, "end": 1043.14, "text": "So just to run a show quickly as we move to the next slide.", "speaker": "Unidentified speaker" }, { "id": "cue-93", "start": 1043.188, "end": 1047.639, "text": "First, I'll provide a little grounding in the project itself, the workgroup, and the process.", "speaker": "Unidentified speaker" }, { "id": "cue-94", "start": 1048.299, "end": 1056.173, "text": "Second, I'll give you a summary of the recommendations developed by the workgroup and also note that that information was provided to your inboxes on Monday.", "speaker": "Unidentified speaker" }, { "id": "cue-95", "start": 1056.334, "end": 1065.318, "text": "It's included, I believe, as an attachment to today's agenda item, and the recommendation report and this presentation are also posted online at portland.gov/hello/financials.", "speaker": "Unidentified speaker" }, { "id": "cue-96", "start": 1068.24, "end": 1069.826, "text": "Financial stabilization.", "speaker": "Unidentified speaker" }, { "id": "cue-97", "start": 1070.596, "end": 1076.206, "text": "And we intend to use that page to update information as that becomes relevant as this work moves forward.", "speaker": "Unidentified speaker" }, { "id": "cue-98", "start": 1077.088, "end": 1086.241, "text": "And then the third piece of the presentation today is I've used the workgroup recommendations to translate into 44 potential implementation actions.", "speaker": "Unidentified speaker" }, { "id": "cue-99", "start": 1086.69, "end": 1096.1, "text": "I don't expect we're going to have space to review every single one in detail, but these actions and the action plan that comes out of them are where I recommend focusing most of our attention today.", "speaker": "Unidentified speaker" }, { "id": "cue-100", "start": 1096.629, "end": 1102.88, "text": "And then lastly, of course, I want to hear from you so we can refine approaches Thank you.", "speaker": "Unidentified speaker" }, { "id": "cue-101", "start": 1102.88, "end": 1109.42, "text": "Again, it'll be a lot of me speaking, certainly more than I'd prefer, but thank you ahead of time for giving that space.", "speaker": "Unidentified speaker" }, { "id": "cue-102", "start": 1109.42, "end": 1116.65, "text": "I think getting through the content will maximize the value of the time for questions and discussion.", "speaker": "Unidentified speaker" }, { "id": "cue-103", "start": 1117, "end": 1118.81, "text": "I'm going to get through this as rapidly as possible.", "speaker": "Unidentified speaker" }, { "id": "cue-104", "start": 1119, "end": 1122.72, "text": "I don't want to shortcut too much because there's a lot of high-value content.", "speaker": "Unidentified speaker" }, { "id": "cue-105", "start": 1123.04, "end": 1130.26, "text": "I think the background context is really important, but each slide really here is going to be a building block that will make the action plan at the end, I think, more clear and understandable.", "speaker": "Unidentified speaker" }, { "id": "cue-106", "start": 1132.088, "end": 1136.233, "text": "All right, so just a reminder of the big picture context.", "speaker": "Unidentified speaker" }, { "id": "cue-107", "start": 1136.651, "end": 1137.245, "text": "Why are we here?", "speaker": "Unidentified speaker" }, { "id": "cue-108", "start": 1137.92, "end": 1148.219, "text": "As was previewed, we've come from a place of kind of being a legacy reactive organization, having repeated budget challenges, having repeated mid-year budget adjustments.", "speaker": "Unidentified speaker" }, { "id": "cue-109", "start": 1148.605, "end": 1158.165, "text": "And so really started this project to think more strategically over the long term, not just budget to budget, aligned to expectations of 2024 charter reform.", "speaker": "Unidentified speaker" }, { "id": "cue-110", "start": 1161.84, "end": 1189.434, "text": "While there are signs of improvement, sort of some green shoots starting to appear in the data and financial condition, I do anticipate that we'll still be in a financial crisis mode for fiscal '27-'28 budget development, but with defined action today, we'll be able to And hopefully collective intention, I do believe we can move, start to move forward towards stabilization.", "speaker": "Unidentified speaker" }, { "id": "cue-111", "start": 1190.829, "end": 1199.357, "text": "All right, before we move into the details, just a little bit of background and context on the workgroup and the recommendations, which is what I'll present to you first.", "speaker": "Unidentified speaker" }, { "id": "cue-112", "start": 1199.886, "end": 1206.955, "text": "And in particular, I wanted to preview what the workgroup is and what the recommendations are and what it is not.", "speaker": "Unidentified speaker" }, { "id": "cue-113", "start": 1207.837, "end": 1211.331, "text": "The work here of the workgroup is acknowledgement of a need to think differently.", "speaker": "Unidentified speaker" }, { "id": "cue-114", "start": 1211.908, "end": 1218.713, "text": "As mentioned, it was convened by the co-chairs, myself and Councilors Green and Zimmerman, but the conversation largely driven by the workgroup.", "speaker": "Unidentified speaker" }, { "id": "cue-115", "start": 1219.201, "end": 1220.664, "text": "It was an evolutionary process.", "speaker": "Unidentified speaker" }, { "id": "cue-116", "start": 1221.872, "end": 1228.027, "text": "It's intended to be a framework and a guiding document and a starting point for the conversation, which I think we'll see it is.", "speaker": "Unidentified speaker" }, { "id": "cue-117", "start": 1229.752, "end": 1233.851, "text": "What this work was not, it's not indicative of unanimous agreement.", "speaker": "Unidentified speaker" }, { "id": "cue-118", "start": 1233.947, "end": 1238.757, "text": "As was mentioned, there was lots of disagreement in the room and acknowledgment that that was okay.", "speaker": "Unidentified speaker" }, { "id": "cue-119", "start": 1239.313, "end": 1241.258, "text": "It's not intended to be a single path forward.", "speaker": "Unidentified speaker" }, { "id": "cue-120", "start": 1241.871, "end": 1243.504, "text": "It's not a prioritized list.", "speaker": "Unidentified speaker" }, { "id": "cue-121", "start": 1244.248, "end": 1250.117, "text": "It's not executive recommendations for action or implementation, although those will be the second part of the presentation today.", "speaker": "Unidentified speaker" }, { "id": "cue-122", "start": 1250.214, "end": 1252.722, "text": "And certainly it's not a complete or final answer.", "speaker": "Unidentified speaker" }, { "id": "cue-123", "start": 1254.59, "end": 1257.26, "text": "So just the background on a little bit of how we structured this.", "speaker": "Unidentified speaker" }, { "id": "cue-124", "start": 1257.939, "end": 1260.529, "text": "The highlighted box in the middle is the workgroup.", "speaker": "Unidentified speaker" }, { "id": "cue-125", "start": 1260.61, "end": 1264.107, "text": "That was the primary forum where this work occurred.", "speaker": "Unidentified speaker" }, { "id": "cue-126", "start": 1265.291, "end": 1270.805, "text": "And the participants, as was mentioned, were really an amazing group of Portlanders.", "speaker": "Unidentified speaker" }, { "id": "cue-127", "start": 1271.403, "end": 1276.439, "text": "Who committed to spend over 20 hours together on multiple Friday afternoons doing this work.", "speaker": "Unidentified speaker" }, { "id": "cue-128", "start": 1277.161, "end": 1285.95, "text": "And I'm deeply, deeply grateful to every one of those individuals for their expertise, for the honesty in the room, and their shared passion for making Portland a better place.", "speaker": "Unidentified speaker" }, { "id": "cue-129", "start": 1286.543, "end": 1295.75, "text": "As was previously mentioned by Councilor Green, I believe, the conversations were robust, were deep, and were very engaging.", "speaker": "Unidentified speaker" }, { "id": "cue-130", "start": 1296.568, "end": 1316.83, "text": "While they were Friday afternoons, I always walked away from every meeting I also do want to acknowledge Councilors Green and Zimmerman, who agreed to participate as co-leads and co-facilitators.", "speaker": "Unidentified speaker" }, { "id": "cue-131", "start": 1317.814, "end": 1332.02, "text": "I do— I did experience and believe that their direct participation, their direct support, having that input directly from the legislative branch was extremely valuable to the conversation, to the workgroup members, and I'm personally thankful to Thank you.", "speaker": "Unidentified speaker" }, { "id": "cue-132", "start": 1332.169, "end": 1334.314, "text": "Thank you both for your ongoing commitment to this effort.", "speaker": "Unidentified speaker" }, { "id": "cue-133", "start": 1335.9, "end": 1349.041, "text": "In addition to the workgroup meetings, which was the primary forum, we also facilitated space to collect input from some other voices to bring as much input to inform the conversations as we could, and then also to inform the eventual action plans.", "speaker": "Unidentified speaker" }, { "id": "cue-134", "start": 1349.993, "end": 1355.027, "text": "Those additional input points were engagement with an interagency support team.", "speaker": "Unidentified speaker" }, { "id": "cue-135", "start": 1355.091, "end": 1364.789, "text": "We met twice with that team that included financial representation from our governmental partners at the county, Metro, Port of Portland, Portland Public Schools, and TriMet.", "speaker": "Unidentified speaker" }, { "id": "cue-136", "start": 1364.885, "end": 1369.553, "text": "We'll talk a little bit about maybe some of the outcome of that, but really valuable input coming in from there.", "speaker": "Unidentified speaker" }, { "id": "cue-137", "start": 1370.468, "end": 1386.959, "text": "Also met twice with a group of city labor leaders and separately met twice with the citywide equity practitioners group, including an additional smaller focus group of those members, and pursued some additional kind of one-on-one dialogue with community members to supplement that.", "speaker": "Unidentified speaker" }, { "id": "cue-138", "start": 1387.472, "end": 1397.492, "text": "And I expect you'll see input from all of those groups incorporated here in the recommendations and, and in the As I mentioned, this was sort of evolutionary.", "speaker": "Unidentified speaker" }, { "id": "cue-139", "start": 1398.069, "end": 1402.603, "text": "We operated this process from a place of really allowing the workgroup to drive the direction.", "speaker": "Unidentified speaker" }, { "id": "cue-140", "start": 1403.276, "end": 1410.213, "text": "This wasn't the traditional exercise of saying, here's some administrative recommendations and give us a thumbs up or thumbs down.", "speaker": "Unidentified speaker" }, { "id": "cue-141", "start": 1410.95, "end": 1420.995, "text": "The expectations of the workgroup evolved as the discussion progressed, which was often uncomfortable and sometimes left us a little bit unclear about where we might end up.", "speaker": "Unidentified speaker" }, { "id": "cue-142", "start": 1421.043, "end": 1423.376, "text": "But I think we have ended up at a really, really Good spot.", "speaker": "Unidentified speaker" }, { "id": "cue-143", "start": 1424.027, "end": 1427.024, "text": "I think this was an approach that was both unique but also really healthy.", "speaker": "Unidentified speaker" }, { "id": "cue-144", "start": 1428.707, "end": 1436.316, "text": "And again, kind of got us to a good place here of being open about receiving that feedback and then being able to translate that into actions.", "speaker": "Unidentified speaker" }, { "id": "cue-145", "start": 1439.463, "end": 1447.868, "text": "And for awareness and recognition, I wanted to share here the specific wonderful humans who committed their time to the workgroup and the recommendations.", "speaker": "Unidentified speaker" }, { "id": "cue-146", "start": 1448.565, "end": 1452.183, "text": "I won't go through every name, but you can see them on the screen.", "speaker": "Unidentified speaker" }, { "id": "cue-147", "start": 1452.232, "end": 1457.306, "text": "And if you see or know these people, please join me Thank you.", "speaker": "Unidentified speaker" }, { "id": "cue-148", "start": 1460.509, "end": 1468.938, "text": "I wanted to just flash a couple slides up here quickly about the flow of work and the kind of general methodology to get to the recommendations.", "speaker": "Unidentified speaker" }, { "id": "cue-149", "start": 1470.246, "end": 1471.644, "text": "I won't read the details here.", "speaker": "Unidentified speaker" }, { "id": "cue-150", "start": 1471.724, "end": 1472.399, "text": "You can see them.", "speaker": "Unidentified speaker" }, { "id": "cue-151", "start": 1472.512, "end": 1483.289, "text": "But I did feel it was important to kind of flash this on just to provide some context and give a flavor for how things were generally discussed, the types of topics that came up during those 7 workgroup meetings.", "speaker": "Unidentified speaker" }, { "id": "cue-152", "start": 1483.549, "end": 1497.319, "text": "I also think it's just really valuable to note that the workgroup pretty quickly identified that financial instability is maybe more of a systems issue and not just a math problem.", "speaker": "Unidentified speaker" }, { "id": "cue-153", "start": 1497.384, "end": 1500.018, "text": "And so you'll see that perspective reflected throughout here.", "speaker": "Unidentified speaker" }, { "id": "cue-154", "start": 1501.383, "end": 1512.049, "text": "And then akin to the prior slide, this just provides a different kind of lens on the flow of that conversation and the key topics that were addressed at each of those 7 workgroup meetings.", "speaker": "Unidentified speaker" }, { "id": "cue-155", "start": 1512.21, "end": 1512.632, "text": "Thank you.", "speaker": "Unidentified speaker" }, { "id": "cue-156", "start": 1514.422, "end": 1522.079, "text": "All right, so moving on to the second section of the presentation, I'm going to share information about the recommendations that came out of the workgroup effort.", "speaker": "Unidentified speaker" }, { "id": "cue-157", "start": 1522.498, "end": 1527.238, "text": "And again, these are reflected in a 15 or so page report that's, that's also available.", "speaker": "Unidentified speaker" }, { "id": "cue-158", "start": 1528.61, "end": 1529.334, "text": "A few notes as we begin.", "speaker": "Unidentified speaker" }, { "id": "cue-159", "start": 1530.252, "end": 1549.95, "text": "The recommendation report was largely drafted by Next Strategies, who played a really important role in helping manage the meetings, helping guide the discussion, Although often letting the room drive the discussion, and then independently synthesizing the input into suggestions back to the workgroup and refinement into the final report.", "speaker": "Unidentified speaker" }, { "id": "cue-160", "start": 1551.565, "end": 1555.086, "text": "These are not recommendations from the CFO directly.", "speaker": "Unidentified speaker" }, { "id": "cue-161", "start": 1555.425, "end": 1563.143, "text": "They're not recommendations from the city administration, although we are indeed largely, almost completely in alignment.", "speaker": "Unidentified speaker" }, { "id": "cue-162", "start": 1563.625, "end": 1571.06, "text": "And I'll highlight a few examples as we go through that clearly illuminate where I think the workgroup added deep, deep value and led Thank you.", "speaker": "Unidentified speaker" }, { "id": "cue-163", "start": 1571.06, "end": 1571.06, "text": "And I appreciate the work that the workgroup did in coming up with these recommendations.", "speaker": "Unidentified speaker" }, { "id": "cue-164", "start": 1571.06, "end": 1575.69, "text": "And I think it's really important to recognize that the workgroup was able to come up with a lot of good suggestions that likely maybe wouldn't have been brought forward if not for receiving their direction.", "speaker": "Unidentified speaker" }, { "id": "cue-165", "start": 1576.26, "end": 1579.38, "text": "As previously mentioned, these recommendations aren't prioritized.", "speaker": "Unidentified speaker" }, { "id": "cue-166", "start": 1579.38, "end": 1585.18, "text": "Something showing up first or second in the document doesn't suggest it has any more or less importance than something at the end of the report.", "speaker": "Unidentified speaker" }, { "id": "cue-167", "start": 1586.12, "end": 1596.7, "text": "And again, to just lean into, while there was general agreement in the context of the recommendation report, nothing in the recommendation should be interpreted as indicating consensus.", "speaker": "Unidentified speaker" }, { "id": "cue-168", "start": 1596.7, "end": 1611.929, "text": "There was absolutely disagreement and differences of perspective and opinion, which the workgroup I do think there's a few common themes that show up throughout and will be reflected in the actions as well.", "speaker": "Unidentified speaker" }, { "id": "cue-169", "start": 1612.636, "end": 1629.735, "text": "Those are— the way I would group those is around improving financial literacy, both citywide and within the community, the criticality of data and communications in support of building public trust, maintaining not just an operational lens as maybe we're used to, but really leaning into a community outcome focus.", "speaker": "Unidentified speaker" }, { "id": "cue-170", "start": 1629.784, "end": 1630.315, "text": "I think that's a great point.", "speaker": "Unidentified speaker" }, { "id": "cue-171", "start": 1630.448, "end": 1635.928, "text": "Engaging with community and frontline workers, and value in regional coordination.", "speaker": "Unidentified speaker" }, { "id": "cue-172", "start": 1637.178, "end": 1638.652, "text": "So let's move to the recommendations.", "speaker": "Unidentified speaker" }, { "id": "cue-173", "start": 1639.069, "end": 1656.327, "text": "At the highest level, this is how those recommendations have been bucketed, and I'll go through each of these individual lines a little more closely, but wanted to kind of bookmark this page as we'll reference back to some of these categories as we go through the recommendations and into the action items.", "speaker": "Unidentified speaker" }, { "id": "cue-174", "start": 1657.499, "end": 1664.995, "text": "And then I'll also just preview that many of these will lead to, connect to actions that are already in progress.", "speaker": "Unidentified speaker" }, { "id": "cue-175", "start": 1665.06, "end": 1667.997, "text": "And so we'll talk about that when we get to that point as well.", "speaker": "Unidentified speaker" }, { "id": "cue-176", "start": 1668.976, "end": 1679.876, "text": "I think more than anything, these recommendations are really helpful framing of the problems and desired outcomes so we can continue to putting actions in motion.", "speaker": "Unidentified speaker" }, { "id": "cue-177", "start": 1680.871, "end": 1695.436, "text": "And I believe you'll see that, I think you'll see these recommendations respected and reflected in the proposed Additionally, excuse me, you can already see value from the workgroup input in at least a couple of items at this high level.", "speaker": "Unidentified speaker" }, { "id": "cue-178", "start": 1696.287, "end": 1708.414, "text": "For example, I would venture an educated guess that biennial budgeting and regional coordination probably wouldn't have hit the top 10 in the conversation if this would've been something that I personally brought forward.", "speaker": "Unidentified speaker" }, { "id": "cue-179", "start": 1708.799, "end": 1711.835, "text": "And so I just think those are kind of obvious examples.", "speaker": "Unidentified speaker" }, { "id": "cue-180", "start": 1711.883, "end": 1713.089, "text": "We'll go a little deeper here, but Thank you.", "speaker": "Unidentified speaker" }, { "id": "cue-181", "start": 1713.251, "end": 1719.331, "text": "So these are just some of the obvious examples of things that these workgroup participants were able to elevate in importance to explore.", "speaker": "Unidentified speaker" }, { "id": "cue-182", "start": 1719.461, "end": 1721.838, "text": "And so again, I want to highlight that and elevate that.", "speaker": "Unidentified speaker" }, { "id": "cue-183", "start": 1723.84, "end": 1734.065, "text": "Before we dig into the details, I just want to also give a last reminder that I am not— with regard to the workgroup recommendations, I'm not editorializing or modifying the information.", "speaker": "Unidentified speaker" }, { "id": "cue-184", "start": 1734.484, "end": 1743.468, "text": "I'm simply reporting out on the content in the report to frame up the more specific potential actions that will flow from So let's go.", "speaker": "Unidentified speaker" }, { "id": "cue-185", "start": 1744.837, "end": 1755.612, "text": "The first recommendation is around— within the bucket of financial strategy and discipline— is around developing a more stable, sufficient, and equitable revenue strategy.", "speaker": "Unidentified speaker" }, { "id": "cue-186", "start": 1756.369, "end": 1767.566, "text": "Much of the energy around this area related to looking for durable and less volatile revenue streams, but also expanding additional flexibility within additional— within existing revenue Thank you.", "speaker": "Unidentified speaker" }, { "id": "cue-187", "start": 1768.384, "end": 1775.806, "text": "There is recognition that for any revenue the city collects, somebody down the line ultimately has to provide that revenue, whether directly or indirectly.", "speaker": "Unidentified speaker" }, { "id": "cue-188", "start": 1776.383, "end": 1788.662, "text": "There is robust conversation about avoiding regressive impacts and being mindful of where changes in revenue sources may have impacts that are disproportionate to the resource availability of payers, including pass-through impacts.", "speaker": "Unidentified speaker" }, { "id": "cue-189", "start": 1789.303, "end": 1808.491, "text": "I'd also note that the workgroup's recognition— I'd also note the workgroup's recognition that the city has a legacy and indeed a habit that we're still trying to break of more siloed thinking around Where one revenue stream may change in isolation without adequately connecting to the impacts of other costs or community income realities.", "speaker": "Unidentified speaker" }, { "id": "cue-190", "start": 1811.01, "end": 1816.473, "text": "The second recommendation area is to reorient financial policies toward long-term sustainability.", "speaker": "Unidentified speaker" }, { "id": "cue-191", "start": 1817.228, "end": 1825.222, "text": "Many of the city's financial policies are in need of a refresh to align to post-charter change expectations and to be more responsive to recent changes in economic conditions.", "speaker": "Unidentified speaker" }, { "id": "cue-192", "start": 1825.271, "end": 1825.384, "text": "Thank you.", "speaker": "Unidentified speaker" }, { "id": "cue-193", "start": 1825.566, "end": 1836.149, "text": "In particular, the group identified a need to look with fresh eyes on policies around reserves, use of one-time resources, transfers, set-asides, and fund balances.", "speaker": "Unidentified speaker" }, { "id": "cue-194", "start": 1836.904, "end": 1845.255, "text": "The workgroup also recommended enhancing policies that may be open for variable interpretation and those that result in frequent exceptions or noncompliance.", "speaker": "Unidentified speaker" }, { "id": "cue-195", "start": 1846.058, "end": 1852.16, "text": "In addition to policy development itself, it was suggested that the city explore ways to be more accountable for ensuring awareness that these policies are in place.", "speaker": "Unidentified speaker" }, { "id": "cue-196", "start": 1852.224, "end": 1852.369, "text": "Thank you.", "speaker": "Unidentified speaker" }, { "id": "cue-197", "start": 1853.09, "end": 1863.11, "text": "And again, I'm— a lot more detail on the slide than I'm going through here quickly, so we can come back if there's questions about this.", "speaker": "Unidentified speaker" }, { "id": "cue-198", "start": 1863.97, "end": 1868.45, "text": "Next section was related to biennial budgeting.", "speaker": "Unidentified speaker" }, { "id": "cue-199", "start": 1868.45, "end": 1872.01, "text": "The recommendation here was to adopt biennial budgeting.", "speaker": "Unidentified speaker" }, { "id": "cue-200", "start": 1872.01, "end": 1880.83, "text": "And while there was some disagreement about the details and potential pros and cons that might exist within a pathway towards biennial budgeting, there were strong opinions that it was important to adopt biennial budgeting.", "speaker": "Unidentified speaker" }, { "id": "cue-201", "start": 1880.83, "end": 1880.87, "text": "Thank you.", "speaker": "Eric Zimmerman" }, { "id": "cue-202", "start": 1881.213, "end": 1889.161, "text": "That shifting to a 2-year cycle could avoid surprises, increase predictability, and strengthen financial planning and coordination.", "speaker": "Unidentified speaker" }, { "id": "cue-203", "start": 1889.627, "end": 1891.586, "text": "Also recognition that that's a heavy lift.", "speaker": "Unidentified speaker" }, { "id": "cue-204", "start": 1891.65, "end": 1895.199, "text": "And so it's probably not gonna be a flip a switch kind of a moment.", "speaker": "Unidentified speaker" }, { "id": "cue-205", "start": 1895.247, "end": 1897.045, "text": "And again, we'll see that reflected in the actions.", "speaker": "Unidentified speaker" }, { "id": "cue-206", "start": 1898.089, "end": 1911.634, "text": "In addition, the workgroup acknowledged here the need to increase involvement of frontline workers, improve equity analysis and financial analysis into the budget process, All of which frankly are things we should do regardless of whether we shift to a biennial cycle or not.", "speaker": "Unidentified speaker" }, { "id": "cue-207", "start": 1914.39, "end": 1918.3, "text": "The second primary bucket here, decision support and governance.", "speaker": "Unidentified speaker" }, { "id": "cue-208", "start": 1918.365, "end": 1924.215, "text": "The first recommendation within that bucket is to define core services and establish service expectations.", "speaker": "Unidentified speaker" }, { "id": "cue-209", "start": 1925.007, "end": 1937.047, "text": "This recommendation was rooted in the general idea that it's difficult for the public and for city decision makers to decide and communicate budget values without clear understanding of service priorities Yes.", "speaker": "Unidentified speaker" }, { "id": "cue-210", "start": 1937.289, "end": 1945.466, "text": "The workgroup identified some key considerations such as legal requirements, i.e., what are we mandated to perform by charter or statute?", "speaker": "Unidentified speaker" }, { "id": "cue-211", "start": 1945.886, "end": 1948.323, "text": "What are the city's priorities or other formal commitments?", "speaker": "Unidentified speaker" }, { "id": "cue-212", "start": 1948.549, "end": 1950.309, "text": "What are the actual needs of Portlanders?", "speaker": "Unidentified speaker" }, { "id": "cue-213", "start": 1950.88, "end": 1958.528, "text": "And what role can non-city partners, i.e., other local governments, nonprofits, or private partners play in supporting service delivery?", "speaker": "Unidentified speaker" }, { "id": "cue-214", "start": 1959.285, "end": 1962.694, "text": "In existing— in addition to evaluating existing programs and Yes.", "speaker": "Unidentified speaker" }, { "id": "cue-215", "start": 1963.099, "end": 1974.806, "text": "Suggestions in this area were around establishing formal service level expectations and performance measures and clearly communicating the commitments and trade-offs of the choices the city makes with regard to service delivery.", "speaker": "Unidentified speaker" }, { "id": "cue-216", "start": 1976.521, "end": 1987.529, "text": "The next recommendation is to ensure citywide financial data reliability and visibility, which centered on ensuring that information about financial realities is adequately assessed and communicated.", "speaker": "Unidentified speaker" }, { "id": "cue-217", "start": 1988.123, "end": 1997.932, "text": "Important considerations here were to improve inputs and outputs related to equity impacts and potential differences of impacts at a more micro-localized or neighborhood level.", "speaker": "Unidentified speaker" }, { "id": "cue-218", "start": 1998.703, "end": 2013.075, "text": "More specific suggestions related to formalizing a single point of information for financial truth, improving financial and revenue impact assessments, and emphasizing clear public communications that balance appropriate detail with accessibility and ease of understanding.", "speaker": "Unidentified speaker" }, { "id": "cue-219", "start": 2014.802, "end": 2032.01, "text": "And the third recommendation within decision support and governance The primary objective of this recommendation is to ensure councilors and council offices have adequate access to information and also have shared understanding of how to use and interpret that information.", "speaker": "Unidentified speaker" }, { "id": "cue-220", "start": 2032.66, "end": 2041.67, "text": "The group suggested that perhaps there's a model where council offices can more intentionally share analytical resources rather than dividing those resources among multiple offices.", "speaker": "Unidentified speaker" }, { "id": "cue-221", "start": 2041.84, "end": 2046.38, "text": "Additionally, this area again emphasized the potential value of having district-level financial analysis and reporting.", "speaker": "Unidentified speaker" }, { "id": "cue-222", "start": 2046.36, "end": 2046.42, "text": "Analysis Thank you.", "speaker": "Unidentified speaker" }, { "id": "cue-223", "start": 2047.358, "end": 2049.241, "text": "Along the citywide impact assessment.", "speaker": "Unidentified speaker" }, { "id": "cue-224", "start": 2052.257, "end": 2056.119, "text": "The 3rd general issue area is regional coordination and advocacy.", "speaker": "Unidentified speaker" }, { "id": "cue-225", "start": 2057.26, "end": 2062.051, "text": "The 2 recommendations within this area were around the, uh, 3 general concepts.", "speaker": "Unidentified speaker" }, { "id": "cue-226", "start": 2062.535, "end": 2067.504, "text": "One is that there can be confusion and misinformation about which government entity provides which service.", "speaker": "Unidentified speaker" }, { "id": "cue-227", "start": 2068.164, "end": 2082.632, "text": "2 Is that when governments are not in coordination and cooperation, there can be overlap or gaps in And 3 is that regardless of the questions of service, regional decision-making and advocacy could be strengthened by improved intentional and strategic collaboration.", "speaker": "Unidentified speaker" }, { "id": "cue-228", "start": 2084.109, "end": 2091.543, "text": "The first recommendation in this 3rd category around regional coordination is to coordinate regional service delivery and fiscal strategy.", "speaker": "Unidentified speaker" }, { "id": "cue-229", "start": 2091.671, "end": 2102.583, "text": "And you can see listed on the slide the specific area— the areas the workgroup recommends for collaboration, and noting also the recommendation that the city take a leadership role in organizing those efforts.", "speaker": "Unidentified speaker" }, { "id": "cue-230", "start": 2103.292, "end": 2114.844, "text": "The workgroup also called out the importance of involving community in the conversation, as well as looking to collectively streamline opportunities for efficient coordination between community partners and intergovernmental partners.", "speaker": "Unidentified speaker" }, { "id": "cue-231", "start": 2116.687, "end": 2124.805, "text": "And then the second flavor of recommendation here is to lead advocacy for state fiscal reform, specifically around revenues.", "speaker": "Unidentified speaker" }, { "id": "cue-232", "start": 2125.321, "end": 2136.409, "text": "This recommendation recognizes that many of the challenges that limit our ability to grow revenue streams or increase increased flexibility of revenue streams is not isolated to the city and similarly impacts regional partners.", "speaker": "Unidentified speaker" }, { "id": "cue-233", "start": 2136.926, "end": 2148.366, "text": "In particular, the workgroup discussed the statewide impacts of property tax limitations, Measures 5 and 50, and other state fiscal policies that impact the city's finances either directly or indirectly.", "speaker": "Unidentified speaker" }, { "id": "cue-234", "start": 2150.179, "end": 2156.475, "text": "And the final area and recommendation was to reduce administrative burden and improve operational effectiveness.", "speaker": "Unidentified speaker" }, { "id": "cue-235", "start": 2157.383, "end": 2173.936, "text": "This area includes a bit more of the technical recommendations, including review of rules and systems for efficiency improvements, reviewing span of control, assessing contracts and contractors, and involving frontline workers, all of which are things that are currently being prioritized, as we'll see in the actions.", "speaker": "Unidentified speaker" }, { "id": "cue-236", "start": 2174.721, "end": 2183.721, "text": "So as we wrap up the workgroup recommendations, I wanted to also note that the workgroup did also identify some really important Thank you.", "speaker": "Unidentified speaker" }, { "id": "cue-237", "start": 2185.536, "end": 2188.461, "text": "And so these have been considered.", "speaker": "Unidentified speaker" }, { "id": "cue-238", "start": 2188.525, "end": 2193.798, "text": "I think you'll see these questions reflected in the upcoming implementation actions and other follow-up items.", "speaker": "Unidentified speaker" }, { "id": "cue-239", "start": 2194.313, "end": 2204.131, "text": "But certainly these are not the final answers to the questions, but wanted to be transparent about the questions that were kind of left here in the workgroup report.", "speaker": "Unidentified speaker" }, { "id": "cue-240", "start": 2204.839, "end": 2211.397, "text": "And then lastly, there were a handful of implementation considerations.", "speaker": "Unidentified speaker" }, { "id": "cue-241", "start": 2211.528, "end": 2217.354, "text": "And so again, these are These are things that I've attempted to start to seed and reflect in the actions.", "speaker": "Unidentified speaker" }, { "id": "cue-242", "start": 2218.61, "end": 2224.113, "text": "But just note there's a whole page of important questions identified for considerations in the report.", "speaker": "Unidentified speaker" }, { "id": "cue-243", "start": 2224.534, "end": 2226.121, "text": "And so I wanted to highlight that.", "speaker": "Unidentified speaker" }, { "id": "cue-244", "start": 2228.409, "end": 2229.898, "text": "All right.", "speaker": "Unidentified speaker" }, { "id": "cue-245", "start": 2230.141, "end": 2234.401, "text": "So I think I'm rocking and rolling through this and staying ahead of schedule.", "speaker": "Unidentified speaker" }, { "id": "cue-246", "start": 2234.465, "end": 2235.372, "text": "So this will be wonderful.", "speaker": "Unidentified speaker" }, { "id": "cue-247", "start": 2235.421, "end": 2236.797, "text": "I'm going to take a second to drink some water.", "speaker": "Unidentified speaker" }, { "id": "cue-248", "start": 2236.878, "end": 2237.202, "text": "Thank you.", "speaker": "Unidentified speaker" }, { "id": "cue-249", "start": 2239.718, "end": 2253.29, "text": "All right, so moving to the part of the presentation that I think will be of greatest interest, which is moving from the recommendations to specific implementation actions.", "speaker": "Unidentified speaker" }, { "id": "cue-250", "start": 2253.613, "end": 2275.394, "text": "What I'll present over the next 15 or so slides are potential actions, again, from my perspective as Chief Financial Officer, and I've attempted to translate these directly from the recommendations as written from the broader workgroup conversations and from input that I received from outside the workgroup, including intergovernmental partners, labor equity partners, and others.", "speaker": "Unidentified speaker" }, { "id": "cue-251", "start": 2276.003, "end": 2285.547, "text": "I'll also have a couple slides here that are actions that I think are of critical importance, but that were maybe not as directly reflected in the workgroup report.", "speaker": "Unidentified speaker" }, { "id": "cue-252", "start": 2285.611, "end": 2287.231, "text": "And so we want to fold those in as well.", "speaker": "Unidentified speaker" }, { "id": "cue-253", "start": 2287.776, "end": 2297.856, "text": "I certainly expect there will be other perspectives that supplement or modify these suggestions, including hearing from and CFO Beery, are you going to give us the color code on this one?", "speaker": "Unidentified speaker" }, { "id": "cue-254", "start": 2298.113, "end": 2299.351, "text": "I will give you a color code.", "speaker": "Unidentified speaker" }, { "id": "cue-255", "start": 2299.399, "end": 2299.463, "text": "Yep.", "speaker": "Unidentified speaker" }, { "id": "cue-256", "start": 2299.608, "end": 2300.813, "text": "Thank you for, thank you for that.", "speaker": "Unidentified speaker" }, { "id": "cue-257", "start": 2301.006, "end": 2303.753, "text": "You're, um, you're 3 sentences ahead of me.", "speaker": "Unidentified speaker" }, { "id": "cue-258", "start": 2304.46, "end": 2305.36, "text": "Um, thank you, Councilor.", "speaker": "Unidentified speaker" }, { "id": "cue-259", "start": 2305.826, "end": 2343.909, "text": "Um, so for each of the following slides, um, uh, just to set up, uh, what, what we're kind of going to do here is, um, I've attempted to identify within each of the recommendation buckets, uh, for each action, a potential timeline, who I think will be best to lead the effort, I also want to just acknowledge, um, it's sort of assumed that— well, it is assumed that council has the ultimate decision-making authority, and it's assumed that folks like the city administrator, myself as CFO, communications support, community engagement, equity support, those will overlay all or nearly all of the items.", "speaker": "Unidentified speaker" }, { "id": "cue-260", "start": 2343.957, "end": 2350.737, "text": "But we're really just looking to call out here there's specific connectivity or direct participation in an action is likely to be needed.", "speaker": "Unidentified speaker" }, { "id": "cue-261", "start": 2351.634, "end": 2380.062, "text": "I also say these actions have been developed with an intention of being sort of universally good, by which I mean that they're actions that I believe are good and valuable for council, for the nearly 8,000 city employees on the operational and administrative side from top to bottom, and ultimately for the Portlanders that we all to your question, Councilor, I've attempted to add some colored dots to indicate kind of how implementable I think an item may be.", "speaker": "Unidentified speaker" }, { "id": "cue-262", "start": 2380.656, "end": 2388.187, "text": "These are not to indicate a thumbs up or a thumbs down judgment, but really more as a guidepost to help inform a potential implementation strategy.", "speaker": "Unidentified speaker" }, { "id": "cue-263", "start": 2388.315, "end": 2396.087, "text": "So as we go through these, a green dot reflects an action that to me seems fairly clear and ready to go.", "speaker": "Unidentified speaker" }, { "id": "cue-264", "start": 2396.729, "end": 2398.174, "text": "A yellow dot or Yes.", "speaker": "Unidentified speaker" }, { "id": "cue-265", "start": 2398.239, "end": 2404.358, "text": "So the green dots are areas where there's some outstanding questions, some expected challenges, or we need to do a little bit more due diligence.", "speaker": "Unidentified speaker" }, { "id": "cue-266", "start": 2405.226, "end": 2409.884, "text": "Orange dots are things that I think will be very challenging, and so we'll see a few of those, not many, but a few.", "speaker": "Unidentified speaker" }, { "id": "cue-267", "start": 2410.301, "end": 2425.737, "text": "And then there's a few that are kind of clear or blank, and those are intended to signify areas where I think just need some additional specific direction from council or others in order to really identify a course of action and some of the details around timeline and responsibility.", "speaker": "Unidentified speaker" }, { "id": "cue-268", "start": 2426.862, "end": 2434.861, "text": "So again, I'll walk through each set of actions within a recommendation area, and then we'll come back after that.", "speaker": "Unidentified speaker" }, { "id": "cue-269", "start": 2434.942, "end": 2444.082, "text": "And I want to summarize all of that into a more strategic fashion with items suggested for immediate action, future action, outstanding questions.", "speaker": "Unidentified speaker" }, { "id": "cue-270", "start": 2444.66, "end": 2449.8, "text": "And again, as we did with recommendations, don't expect to go through every single item in great detail.", "speaker": "Unidentified speaker" }, { "id": "cue-271", "start": 2450.604, "end": 2452.676, "text": "You know, we are shortcutting for the presentation.", "speaker": "Unidentified speaker" }, { "id": "cue-272", "start": 2452.788, "end": 2456.048, "text": "They only have A sentence or two, maybe a phrase.", "speaker": "Unidentified speaker" }, { "id": "cue-273", "start": 2456.225, "end": 2462.92, "text": "And so there's a lot more probably under the hood that we can unpack, but want to get through as quickly as we can here in the first half of this meeting.", "speaker": "Unidentified speaker" }, { "id": "cue-274", "start": 2464.333, "end": 2467.207, "text": "All right, item 1.", "speaker": "Unidentified speaker" }, { "id": "cue-275", "start": 2468.379, "end": 2473.71, "text": "So this is within the first bucket, develop a more stable, sufficient, and equitable revenue strategy.", "speaker": "Unidentified speaker" }, { "id": "cue-276", "start": 2474.208, "end": 2478.945, "text": "The first item here is provide education of financial facts and regular council updates.", "speaker": "Unidentified speaker" }, { "id": "cue-277", "start": 2478.993, "end": 2479.105, "text": "Thank you.", "speaker": "Eric Zimmerman" }, { "id": "cue-278", "start": 2480.227, "end": 2484.652, "text": "This is largely in development and under current work in progress.", "speaker": "Unidentified speaker" }, { "id": "cue-279", "start": 2485.133, "end": 2492.314, "text": "For example, we're currently enhancing information gathering and our ability to report out on contingencies, reserves, and fund balances.", "speaker": "Unidentified speaker" }, { "id": "cue-280", "start": 2492.827, "end": 2497.604, "text": "And we've recently had a separate work session to discuss continued major improvements to budget processes.", "speaker": "Unidentified speaker" }, { "id": "cue-281", "start": 2498.197, "end": 2508.015, "text": "But it would be valuable for sure to have feedback from council on preferred formats, forums, cadence, et cetera, if we do wish to formalize Aye.", "speaker": "Unidentified speaker" }, { "id": "cue-282", "start": 2509.628, "end": 2513.629, "text": "Item 2 is to prepare a report regarding current revenue sources.", "speaker": "Unidentified speaker" }, { "id": "cue-283", "start": 2514.484, "end": 2517.968, "text": "Some amount of updated revenue reporting is already in progress.", "speaker": "Unidentified speaker" }, { "id": "cue-284", "start": 2518.161, "end": 2526.785, "text": "We're improving our revenue forecast communications and other information improvements in the context of budget planning, work sessions, budget development, et cetera.", "speaker": "Unidentified speaker" }, { "id": "cue-285", "start": 2527.447, "end": 2534.732, "text": "But this specific action would be to produce a formal report with a standard and consistent set of measures and trade-off considerations Yes.", "speaker": "Unidentified speaker" }, { "id": "cue-286", "start": 2535.134, "end": 2549.198, "text": "That assesses major current city revenue streams, including things like fees and charges within CEDSA related to economic development, other fees or funds that sometimes might fly a bit underneath— under the radar.", "speaker": "Unidentified speaker" }, { "id": "cue-287", "start": 2550.45, "end": 2554.609, "text": "Item 3 would take that a step further to look at prospective revenue streams.", "speaker": "Unidentified speaker" }, { "id": "cue-288", "start": 2555.187, "end": 2564.995, "text": "And though I'd note our ability to execute that action will largely depend on working with Council Council to identify which revenue streams should be included in that assessment.", "speaker": "Unidentified speaker" }, { "id": "cue-289", "start": 2565.412, "end": 2579.585, "text": "So this is on a somewhat different timeline with the current revenue assessment coming first and then the prospective revenue report coming somewhat later, but hopefully using a consistent format and et cetera.", "speaker": "Unidentified speaker" }, { "id": "cue-290", "start": 2580.323, "end": 2585.973, "text": "And then the last potential action here is a little less clear as to how to proceed, ergo the clear dot.", "speaker": "Unidentified speaker" }, { "id": "cue-291", "start": 2586.743, "end": 2592.83, "text": "But this action could be to develop an actual policy or formal guidance document that frames the Yes.", "speaker": "Unidentified speaker" }, { "id": "cue-292", "start": 2592.83, "end": 2592.83, "text": "All right.", "speaker": "Unidentified speaker" }, { "id": "cue-293", "start": 2592.83, "end": 2597.79, "text": "So the idea is to align the city's desired structure characteristics and utilization goals around city revenue streams.", "speaker": "Unidentified speaker" }, { "id": "cue-294", "start": 2598.01, "end": 2600.35, "text": "It's potentially a pretty thorny path.", "speaker": "Unidentified speaker" }, { "id": "cue-295", "start": 2600.35, "end": 2605.28, "text": "I'm sure that'll be a robust discussion, but one that perhaps could be pursued.", "speaker": "Unidentified speaker" }, { "id": "cue-296", "start": 2606.37, "end": 2608.1, "text": "All right, moving quickly along.", "speaker": "Unidentified speaker" }, { "id": "cue-297", "start": 2609.63, "end": 2614.05, "text": "The second set of actions is around financial policies.", "speaker": "Unidentified speaker" }, { "id": "cue-298", "start": 2614.31, "end": 2633.407, "text": "Item 1 is to improve education of and compliance with current financial policies and So we begin here with another education-focused item, which is really to ensure that stakeholders across the organization have greater awareness and clearer understanding of existing financial policies.", "speaker": "Unidentified speaker" }, { "id": "cue-299", "start": 2633.905, "end": 2647.305, "text": "Frankly, over the last few years, as we've been scrambling to just maintain basic functionality and we've been experiencing significant staff turnover, we've lost some of that historical understanding of the whats and wherefores of financial policies.", "speaker": "Unidentified speaker" }, { "id": "cue-300", "start": 2647.353, "end": 2647.449, "text": "Thank you.", "speaker": "Unidentified speaker" }, { "id": "cue-301", "start": 2647.802, "end": 2658.762, "text": "In addition to elevating education about the policies, we should consider what enhancements may be viable to improve expectations and accountability for actually following those policies.", "speaker": "Unidentified speaker" }, { "id": "cue-302", "start": 2660.062, "end": 2668.839, "text": "Then items 2, 3, and 5, the green dots here on this page, are all pretty closely related but divided up to differentiate a few important details.", "speaker": "Unidentified speaker" }, { "id": "cue-303", "start": 2669.449, "end": 2675.402, "text": "I expect that items 2 and 3, which are updating financial policies and creating potential new policies, Yes.", "speaker": "Unidentified speaker" }, { "id": "cue-304", "start": 2675.884, "end": 2683.716, "text": "Would travel together, and I would hope to bring back that first package of policy change in early 2027 in advance of next year's budget conversations.", "speaker": "Unidentified speaker" }, { "id": "cue-305", "start": 2684.165, "end": 2707.063, "text": "Examples of critical updates here might include updates to things like FIN 2.03 around financial planning, 2.04 around budget process, 2.07 around reserve funds, and things like cleaning up legacy references to OMF, the old Office of Management and Finance, or other inconsistencies or language that's inconsistent with our current alignment.", "speaker": "Unidentified speaker" }, { "id": "cue-306", "start": 2708.63, "end": 2722.093, "text": "Examples of new policies might include things like creating new fund-specific reserves, might include forecasting-specific policy details around fund management responsibilities or other high-priority items we might identify.", "speaker": "Unidentified speaker" }, { "id": "cue-307", "start": 2723.746, "end": 2730.329, "text": "And then the second phase, item 5, the second phase of those policy updates would include things that are gonna be much more complicated to pin down.", "speaker": "Unidentified speaker" }, { "id": "cue-308", "start": 2731.184, "end": 2745.948, "text": "That might include things like pulling asset management out into its own policy item, might include things like cost allocation and general fund overhead or other items that require a lot more dialogue than we expect to have space for over the next few months.", "speaker": "Unidentified speaker" }, { "id": "cue-309", "start": 2746.59, "end": 2747.377, "text": "Excuse me.", "speaker": "Unidentified speaker" }, { "id": "cue-310", "start": 2747.553, "end": 2757.62, "text": "And then the fourth item is to, kind of going outta order here on this one, but fourth item is to perform a comprehensive evaluation of one-time funding Yes.", "speaker": "Unidentified speaker" }, { "id": "cue-311", "start": 2757.718, "end": 2759.503, "text": "Including programs and pilots.", "speaker": "Unidentified speaker" }, { "id": "cue-312", "start": 2759.973, "end": 2773.795, "text": "And really the goal would be to assist with clarity of information and decision-making about what might continue as one-time funded versus looking to shift to something that's not one-time funded, ongoing, or something that should be differently prioritized.", "speaker": "Unidentified speaker" }, { "id": "cue-313", "start": 2774.702, "end": 2779.425, "text": "And again, hoping to execute that before, in alignment with budget conversations.", "speaker": "Unidentified speaker" }, { "id": "cue-314", "start": 2780.812, "end": 2789.545, "text": "The next one under financial strategy and discipline The next one aligns to the recommendation around biennial budgeting.", "speaker": "Unidentified speaker" }, { "id": "cue-315", "start": 2790.154, "end": 2792.719, "text": "And I will editorialize a little here.", "speaker": "Unidentified speaker" }, { "id": "cue-316", "start": 2793.44, "end": 2803.202, "text": "I have some personal skepticism about whether biennial budgeting can result in meaningful improvement to fundamental stabilization of the city.", "speaker": "Unidentified speaker" }, { "id": "cue-317", "start": 2803.955, "end": 2810.479, "text": "But there is certainly strong passion about exploring the possibility, and these actions respect and acknowledge that suggestion.", "speaker": "Unidentified speaker" }, { "id": "cue-318", "start": 2810.527, "end": 2812.467, "text": "And I certainly don't disagree with, with doing the analysis.", "speaker": "Unidentified speaker" }, { "id": "cue-319", "start": 2812.547, "end": 2812.851, "text": "Thank you.", "speaker": "Unidentified speaker" }, { "id": "cue-320", "start": 2814.272, "end": 2819.135, "text": "So the first 2 recommendations relate to biennial budgeting specifically.", "speaker": "Unidentified speaker" }, { "id": "cue-321", "start": 2820.697, "end": 2842.038, "text": "The initial action would be to undertake a feasibility and readiness assessment, which would examine things like potential charter and legal provisions, readiness of the city's current technology and human systems to support that switch, council and public engagement expectations around a 2-year timeline, and other timeline and operational considerations.", "speaker": "Unidentified speaker" }, { "id": "cue-322", "start": 2842.103, "end": 2842.199, "text": "Thank you.", "speaker": "Unidentified speaker" }, { "id": "cue-323", "start": 2843.37, "end": 2848.949, "text": "Thank you.", "speaker": "Unidentified speaker" }, { "id": "cue-324", "start": 2851.618, "end": 2853.465, "text": "I think here we see the first appearance of an orange dot.", "speaker": "Unidentified speaker" }, { "id": "cue-325", "start": 2853.909, "end": 2860.467, "text": "It's not red because it's not impossible, but orange in prioritizing and implementing biennial budgeting.", "speaker": "Unidentified speaker" }, { "id": "cue-326", "start": 2861.126, "end": 2865.161, "text": "Obviously, any future decision would need to be based upon that readiness assessment.", "speaker": "Unidentified speaker" }, { "id": "cue-327", "start": 2865.783, "end": 2868.324, "text": "And so that would be of somewhat uncertain timing until we can do that.", "speaker": "Unidentified speaker" }, { "id": "cue-328", "start": 2868.516, "end": 2868.836, "text": "Yeah.", "speaker": "Unidentified speaker" }, { "id": "cue-329", "start": 2869.237, "end": 2872.233, "text": "And so that's why that's identified as an orange dot here.", "speaker": "Unidentified speaker" }, { "id": "cue-330", "start": 2873.563, "end": 2879.314, "text": "And then the last item on this slide is improving organizational structure and alignment for forecasting.", "speaker": "Unidentified speaker" }, { "id": "cue-331", "start": 2880.212, "end": 2885.13, "text": "This is on the front edge of being in motion, and it's something we can and probably should do.", "speaker": "Unidentified speaker" }, { "id": "cue-332", "start": 2885.899, "end": 2901.57, "text": "This work would likely need to occur over multiple years so we can define appropriate practices and expectations, establish communication, and identify pathways for communicating and sharing information That align to ongoing changes in the budget process.", "speaker": "Unidentified speaker" }, { "id": "cue-333", "start": 2902.659, "end": 2909.887, "text": "So I think you'll see some of this improvement happening in this year's budget cycle, including in the upcoming forecast in December.", "speaker": "Unidentified speaker" }, { "id": "cue-334", "start": 2909.951, "end": 2913.925, "text": "But a little bit in progress, but gonna be a long tail to get that work done.", "speaker": "Unidentified speaker" }, { "id": "cue-335", "start": 2915.415, "end": 2921.313, "text": "All right, moving to actions related to the second category of recommendations around decision support and government.", "speaker": "Unidentified speaker" }, { "id": "cue-336", "start": 2921.473, "end": 2923.765, "text": "Kind of a mishmash of different actions here.", "speaker": "Unidentified speaker" }, { "id": "cue-337", "start": 2924.678, "end": 2928.348, "text": "The first is to use strategic planning to define core services.", "speaker": "Unidentified speaker" }, { "id": "cue-338", "start": 2928.861, "end": 2935.716, "text": "And in this context, The term core services is meant to refer to what are the essential services expected by Portlanders.", "speaker": "Unidentified speaker" }, { "id": "cue-339", "start": 2935.765, "end": 2940.903, "text": "So thinking about things like transportation, utilities, public safety, et cetera.", "speaker": "Unidentified speaker" }, { "id": "cue-340", "start": 2941.369, "end": 2942.702, "text": "I'll fill in the blanks.", "speaker": "Unidentified speaker" }, { "id": "cue-341", "start": 2944.115, "end": 2952.273, "text": "You can likely already see a little bit of the connectivity with the recommendations here and the upcoming recommendations and upcoming actions related to regional coordination.", "speaker": "Unidentified speaker" }, { "id": "cue-342", "start": 2953.734, "end": 2959.609, "text": "This is a potential difficult and heavy lift, but I do believe Yes.", "speaker": "Unidentified speaker" }, { "id": "cue-343", "start": 2960.556, "end": 2968.963, "text": "And is likely to be aligned with the responsibilities of the newly created strategy and change management officer within the City Administrator's office.", "speaker": "Unidentified speaker" }, { "id": "cue-344", "start": 2970.423, "end": 2975.06, "text": "Second item is to establish service level expectations and to develop performance measures.", "speaker": "Unidentified speaker" }, { "id": "cue-345", "start": 2975.172, "end": 2986.044, "text": "And this is another one of those things that's always on the forefront of action and is somewhat in early, early motion via the emergence of that strategy Yes.", "speaker": "Unidentified speaker" }, { "id": "cue-346", "start": 2986.141, "end": 2999.68, "text": "The action specifically here is intended to be more than just sitting in a room and coming up with measures, but actually doing robust work to identify the right measures and institutionalizing the use of those measures in financial decision-making.", "speaker": "Unidentified speaker" }, { "id": "cue-347", "start": 3000.354, "end": 3010.758, "text": "And the last one here, again, is already in progress, which is to improve communication of current service commitments and trade-offs, especially if and when funding or prioritization of those commitments should change.", "speaker": "Unidentified speaker" }, { "id": "cue-348", "start": 3011.775, "end": 3026.965, "text": "The details here would include taking a consistent citywide approach involving frontline workers in the assessment of those service change impacts and developing more dependable protocols for reporting out, including enhanced use of dashboard-type information.", "speaker": "Unidentified speaker" }, { "id": "cue-349", "start": 3028.92, "end": 3034.192, "text": "All right, next item around data, data reliability and visibility.", "speaker": "Unidentified speaker" }, { "id": "cue-350", "start": 3034.468, "end": 3056.154, "text": "The first item in this category, assess and identify community data resources, was really rooted in the acknowledgment Uh, from the workgroup that there are lots of good sources of data that exist in the community, in the world, but the city has a tendency to navigate largely based upon data that's produced by or sanctioned specifically by the city.", "speaker": "Unidentified speaker" }, { "id": "cue-351", "start": 3056.924, "end": 3073.667, "text": "So the initial action here is to perform an inventory assessment of the data that currently exists and develop expectations to reasonably incorporate that data into the And again, I think this is another great example that really emphasizes the value of the workgroup's input.", "speaker": "Unidentified speaker" }, { "id": "cue-352", "start": 3074.293, "end": 3079.988, "text": "One of the things that was really important to me to acknowledge at the front edge of this work was that we typically don't know what we don't know.", "speaker": "Unidentified speaker" }, { "id": "cue-353", "start": 3080.549, "end": 3086.484, "text": "And so highlighting these additional data resources was really important to help bridge that knowledge gap.", "speaker": "Unidentified speaker" }, { "id": "cue-354", "start": 3087.944, "end": 3097.539, "text": "The second item here is one that I do want to highlight for a second, and that's improving financial impact assessments that accompany council Council legislation and other budget-related decision-making.", "speaker": "Unidentified speaker" }, { "id": "cue-355", "start": 3098.759, "end": 3105.871, "text": "This is an example of a handful of improvements that I think is of great interest to many and would be a very, very high value.", "speaker": "Unidentified speaker" }, { "id": "cue-356", "start": 3106.802, "end": 3115.921, "text": "But development of the right inputs and timeline expectations, assignment of responsibility for doing the assessments, that won't occur at the flip of a switch.", "speaker": "Unidentified speaker" }, { "id": "cue-357", "start": 3116.82, "end": 3124.077, "text": "If the goal was to implement the change as soon as possible, this would likely be the only action that we would be able to undertake in the near term.", "speaker": "Unidentified speaker" }, { "id": "cue-358", "start": 3124.125, "end": 3124.237, "text": "Thank you.", "speaker": "Unidentified speaker" }, { "id": "cue-359", "start": 3125.167, "end": 3127.556, "text": "Given bandwidth and other priorities.", "speaker": "Unidentified speaker" }, { "id": "cue-360", "start": 3128.374, "end": 3152.697, "text": "So the immediate action that I think we can take forward over the next 6 months or so, hopefully less, but is to convene a workgroup, a small workgroup to assess the needs, to consider the right information, responsibilities, and process, and then develop an executable timeline and strategy so that we can confidently and consistently put those improvements into practice as soon as practical during calendar 2027.", "speaker": "Unidentified speaker" }, { "id": "cue-361", "start": 3152.745, "end": 3152.889, "text": "Thank you.", "speaker": "Unidentified speaker" }, { "id": "cue-362", "start": 3152.97, "end": 3152.97, "text": "Second.", "speaker": "Unidentified speaker" }, { "id": "cue-363", "start": 3152.97, "end": 3152.97, "text": "Second.", "speaker": "Unidentified speaker" }, { "id": "cue-364", "start": 3152.97, "end": 3152.97, "text": "Second.", "speaker": "Unidentified speaker" }, { "id": "cue-365", "start": 3152.97, "end": 3152.97, "text": "Second.", "speaker": "Unidentified speaker" }, { "id": "cue-366", "start": 3152.97, "end": 3154.49, "text": "Motion passes 7-0.", "speaker": "Unidentified speaker" }, { "id": "cue-367", "start": 3154.49, "end": 3162.68, "text": "Third item on this slide, to identify and establish a primary access point for financial information, was also something called out specifically by the workgroup.", "speaker": "Unidentified speaker" }, { "id": "cue-368", "start": 3163.53, "end": 3174.84, "text": "I certainly have an opinion about where the most appropriate access point for financial information should reside, but I would look first to council for your thoughts and desired outcomes before recommending a specific path forward.", "speaker": "Unidentified speaker" }, { "id": "cue-369", "start": 3175.35, "end": 3181.83, "text": "And the last item under data reliability and visibility is to improve financial reporting systems and communications.", "speaker": "Unidentified speaker" }, { "id": "cue-370", "start": 3181.86, "end": 3182.132, "text": "Second.", "speaker": "Unidentified speaker" }, { "id": "cue-371", "start": 3182.533, "end": 3188.563, "text": "The suggested action here is to assemble a team to identify system gaps and develop recommendations.", "speaker": "Unidentified speaker" }, { "id": "cue-372", "start": 3189.333, "end": 3204.343, "text": "Given the various improvement and realignment efforts currently underway, I think this would optimally begin later in fiscal '26-'27 so we can proceed with this action with the benefit of understanding how the current improvements have shaken out.", "speaker": "Unidentified speaker" }, { "id": "cue-373", "start": 3204.985, "end": 3217.451, "text": "This work would also functionally need to likely begin after The bulk of next year's budget development work is completed in spring so we can prioritize getting that work done, including the budget process improvements that we'd like to prioritize.", "speaker": "Unidentified speaker" }, { "id": "cue-374", "start": 3220.8, "end": 3221.33, "text": "Next slide.", "speaker": "Unidentified speaker" }, { "id": "cue-375", "start": 3221.474, "end": 3221.892, "text": "Thank you.", "speaker": "Unidentified speaker" }, { "id": "cue-376", "start": 3222.84, "end": 3227.066, "text": "2 Potential— so this is under the Strengthen Council's Decision-Making Support.", "speaker": "Unidentified speaker" }, { "id": "cue-377", "start": 3227.339, "end": 3229.123, "text": "2 Potential actions suggested here.", "speaker": "Unidentified speaker" }, { "id": "cue-378", "start": 3229.653, "end": 3250.688, "text": "The first is already in progress, which is offering resources, enhanced resources and training In particular, the City Budget Office is already scheduling opportunities for drop-in conversations, and we're always willing to be invited onto council or committee agendas to provide financial or budget information as council pleases.", "speaker": "Unidentified speaker" }, { "id": "cue-379", "start": 3251.443, "end": 3258.717, "text": "Additionally, the City Administrator's Office is improving citywide protocols and expectations in response to the prior budget note about information access.", "speaker": "Unidentified speaker" }, { "id": "cue-380", "start": 3260.178, "end": 3264.706, "text": "The second item is another that will need some input and direction from council before we can move to a vote.", "speaker": "Unidentified speaker" }, { "id": "cue-381", "start": 3264.77, "end": 3265.364, "text": "Councilmember Herbold.", "speaker": "Eric Zimmerman" }, { "id": "cue-382", "start": 3266.535, "end": 3281.111, "text": "The workgroup identified value in having dedicated and consistent analytical access for council, much like we've modeled over the past 2 years with the partial-time appointment of a kind of concierge CBO analyst during the heat of budget cycle.", "speaker": "Unidentified speaker" }, { "id": "cue-383", "start": 3282.474, "end": 3286.259, "text": "But there's multiple approaches that we could take here, all of which will have costs and trade-offs.", "speaker": "Unidentified speaker" }, { "id": "cue-384", "start": 3286.403, "end": 3295.191, "text": "And so we stand ready to support any further council conversation around All right.", "speaker": "Unidentified speaker" }, { "id": "cue-385", "start": 3295.934, "end": 3298.356, "text": "Moving to recommendation area 3.", "speaker": "Unidentified speaker" }, { "id": "cue-386", "start": 3299.148, "end": 3314.912, "text": "Many of the action items on this and the next slide are largely outside of the financial realm directly, but certainly connect to broader service prioritization and clarity of decision-making, including the prior action around defining core city services.", "speaker": "Unidentified speaker" }, { "id": "cue-387", "start": 3315.428, "end": 3318.041, "text": "However, the first 2 items here are directly financial related.", "speaker": "Unidentified speaker" }, { "id": "cue-388", "start": 3318.09, "end": 3318.187, "text": "Thank you.", "speaker": "Unidentified speaker" }, { "id": "cue-389", "start": 3319.627, "end": 3320.58, "text": "Thank you.", "speaker": "Unidentified speaker" }, { "id": "cue-390", "start": 3321.5, "end": 3326.927, "text": "The first item came directly out of the initial meeting of the aforementioned interagency support team.", "speaker": "Unidentified speaker" }, { "id": "cue-391", "start": 3327.621, "end": 3341.211, "text": "One of the key takeaways from assembling that room was that participants immediately agreed that there was high value in bringing together regional financial leadership to talk about shared challenges, operational practices, and communication alignment.", "speaker": "Unidentified speaker" }, { "id": "cue-392", "start": 3341.695, "end": 3345.85, "text": "The workgroup also agreed this was important to a healthy regional financial ecosystem.", "speaker": "Unidentified speaker" }, { "id": "cue-393", "start": 3346.235, "end": 3347.424, "text": "So this one's kind of a no-brainer.", "speaker": "Unidentified speaker" }, { "id": "cue-394", "start": 3347.745, "end": 3356.081, "text": "I anticipate looking to set up a regular cadence, potentially quarterly, as soon as feasible, so we can reap the benefits of those conversations.", "speaker": "Unidentified speaker" }, { "id": "cue-395", "start": 3357.222, "end": 3375.672, "text": "Second item here is to put some additional coordination and consistency to development of intergovernmental agreements, or IGAs, including developing enhanced training on what makes a good IGA, which would be one that balances durability and flexibility And potentially developing a specific policy to guide IGA development.", "speaker": "Unidentified speaker" }, { "id": "cue-396", "start": 3376.98, "end": 3392.104, "text": "The last 2 actions here are valid future actions, but really are dependent on completion of our in-house work to identify our own service priorities and expectations, as previously described under the section related to Recommendation 2A.", "speaker": "Unidentified speaker" }, { "id": "cue-397", "start": 3394.262, "end": 3407.372, "text": "And then the second bucket around regional coordination and advocacy The actions here are a little more nebulous, at least to me, and lean heavily on the Office of Government Relations, or OGR, as referenced on the slide.", "speaker": "Unidentified speaker" }, { "id": "cue-398", "start": 3408.143, "end": 3410.214, "text": "The general intent of these actions is twofold.", "speaker": "Unidentified speaker" }, { "id": "cue-399", "start": 3410.359, "end": 3417.568, "text": "First is to improve our ability to respond to new or proposed state legislation that has material financial impact to the city.", "speaker": "Unidentified speaker" }, { "id": "cue-400", "start": 3418.323, "end": 3431.086, "text": "And the second is to undertake a coordinated effort to drive and advocate for legislative reforms to address issues that either incur material costs to the city Yes.", "speaker": "Unidentified speaker" }, { "id": "cue-401", "start": 3431.183, "end": 3442.063, "text": "While the core of these actions has been driven by workgroup recommendations, the details here have been identified in collaboration with Office of Government Relations, and thank you, team, for that.", "speaker": "Unidentified speaker" }, { "id": "cue-402", "start": 3443.305, "end": 3461.679, "text": "The last 2 items, which are developing a shared regional agenda and advancing reform priorities, are obviously going to be very difficult tasks, indicated here by the orange They'll need to undergo significant dialogue among City Council, with our regional partners, and of course with partners around the state and in the Capitol.", "speaker": "Unidentified speaker" }, { "id": "cue-403", "start": 3464.027, "end": 3473.315, "text": "And then the last slide tied to the workgroup recommendations includes 3 actions that are related to administration and operations, all of which are currently in motion.", "speaker": "Unidentified speaker" }, { "id": "cue-404", "start": 3473.9, "end": 3491.794, "text": "The first is to review and refresh procurement rules and practices, including reviewing and communicating out The second is to review management span of control specifically and administrative process more broadly, and this work is also already in progress.", "speaker": "Unidentified speaker" }, { "id": "cue-405", "start": 3493.031, "end": 3500.919, "text": "The third is to actively involve frontline workers in identifying and implementing efficiencies and to formalize the protocols and expectations for doing so.", "speaker": "Unidentified speaker" }, { "id": "cue-406", "start": 3501.546, "end": 3506.189, "text": "Creating space for these conversations is also a current work in progress, and I, I hope and expect to see that carry forward.", "speaker": "Unidentified speaker" }, { "id": "cue-407", "start": 3506.237, "end": 3506.365, "text": "Thank you.", "speaker": "Unidentified speaker" }, { "id": "cue-408", "start": 3508.32, "end": 3520.674, "text": "So then the next couple slides here related to implementation actions include an inventory of some things that I believe are of really high importance but were maybe less directly called out via the workgroup effort.", "speaker": "Unidentified speaker" }, { "id": "cue-409", "start": 3521.539, "end": 3529.663, "text": "So the first slide here is an inventory of key actions that are either near-term initiatives or things that are important to call out as already in progress.", "speaker": "Unidentified speaker" }, { "id": "cue-410", "start": 3530.4, "end": 3534.038, "text": "The first 3 here have had or are currently having Thank you.", "speaker": "Unidentified speaker" }, { "id": "cue-411", "start": 3534.102, "end": 3536.124, "text": "We are having robust discussion in other forums.", "speaker": "Unidentified speaker" }, { "id": "cue-412", "start": 3536.573, "end": 3542.735, "text": "Asset management strategy is being discussed at the Public Works Committee, and I believe at an upcoming session.", "speaker": "Unidentified speaker" }, { "id": "cue-413", "start": 3542.783, "end": 3544.5, "text": "I'm not sure if it's going to be the whole or work session.", "speaker": "Unidentified speaker" }, { "id": "cue-414", "start": 3545.174, "end": 3556.086, "text": "Budget process improvements received a full work session a couple of weeks ago, so I won't use our time to reiterate those conversations, but we obviously do anticipate progress on those fronts.", "speaker": "Unidentified speaker" }, { "id": "cue-415", "start": 3557.514, "end": 3561.622, "text": "One area that's under discussion, but for sure we'll need more dialogue and direction, Yes.", "speaker": "Unidentified speaker" }, { "id": "cue-416", "start": 3561.878, "end": 3565.118, "text": "Is determining a new pathway for budget advisory committees.", "speaker": "Unidentified speaker" }, { "id": "cue-417", "start": 3566.176, "end": 3586.125, "text": "I think we're getting close to completing the work on the broader work on advisory body alignment, but look forward to working with our community engagement partners and of course the City Budget Office to put a pin in that plan so we can move forward with reestablishing some form of budget advisory committees.", "speaker": "Unidentified speaker" }, { "id": "cue-418", "start": 3587.44, "end": 3594.905, "text": "The 4th item here is to develop metrics that we can use to track progress and hopefully eventually Yes.", "speaker": "Unidentified speaker" }, { "id": "cue-419", "start": 3596.503, "end": 3603.98, "text": "While that is certainly doable, I do wonder right now in the crisis response mode if that's sort of something that should take priority over other actions.", "speaker": "Unidentified speaker" }, { "id": "cue-420", "start": 3604.579, "end": 3608.644, "text": "But if we did want to prioritize that, I think it is doable and likely important at some point.", "speaker": "Unidentified speaker" }, { "id": "cue-421", "start": 3609.76, "end": 3615.095, "text": "5Th item here is maybe a bit of a heavier lift, and that's to refresh a citywide economic development strategy.", "speaker": "Unidentified speaker" }, { "id": "cue-422", "start": 3615.758, "end": 3621.517, "text": "And my understanding is that Prosper Portland is aligned and ready to do that work within their current work plan expectations.", "speaker": "Unidentified speaker" }, { "id": "cue-423", "start": 3622.625, "end": 3630.043, "text": "And then the 6th item here, assessment of FPDR funding, fire and police disability and retirement funding, is one that was recently discussed at Committee of the Whole.", "speaker": "Unidentified speaker" }, { "id": "cue-424", "start": 3630.718, "end": 3640.095, "text": "It's marked here as an open color item, largely just given the outstanding question regarding identifying a potential funding source to support any kind of alternative funding option.", "speaker": "Unidentified speaker" }, { "id": "cue-425", "start": 3640.528, "end": 3646.646, "text": "But as discussed at that prior committee meeting, happy to help carry that forward however council chooses.", "speaker": "Unidentified speaker" }, { "id": "cue-426", "start": 3646.71, "end": 3647.031, "text": "Thank you.", "speaker": "Unidentified speaker" }, { "id": "cue-427", "start": 3647.528, "end": 3647.592, "text": "Aye.", "speaker": "Unidentified speaker" }, { "id": "cue-428", "start": 3649.036, "end": 3654.263, "text": "And then the last item here on kind of other related actions.", "speaker": "Unidentified speaker" }, { "id": "cue-429", "start": 3655.193, "end": 3663.082, "text": "These are a handful of things that I'm suggesting should be on the radar for bringing in the conversation maybe next fiscal year and beyond.", "speaker": "Unidentified speaker" }, { "id": "cue-430", "start": 3663.146, "end": 3668.806, "text": "Many of these are dependent on progress that we make on some of the earlier mentioned or near-term actions.", "speaker": "Unidentified speaker" }, { "id": "cue-431", "start": 3669.384, "end": 3676.779, "text": "Also just note that most, maybe all of these actions have also been on the back burner of previous priority lists.", "speaker": "Unidentified speaker" }, { "id": "cue-432", "start": 3677.181, "end": 3680.698, "text": "So I'm hopeful that this conversation can help bring them back to the forefront.", "speaker": "Unidentified speaker" }, { "id": "cue-433", "start": 3681.662, "end": 3689.435, "text": "One action I'll highlight here is the second item, which is to assess and reconsider general fund overhead and internal service funding models.", "speaker": "Unidentified speaker" }, { "id": "cue-434", "start": 3690.11, "end": 3698.301, "text": "This has been a recent and recurrent topic of interest, and it's been on my personal priority list since the day I walked into this job almost 3 years ago.", "speaker": "Unidentified speaker" }, { "id": "cue-435", "start": 3699.184, "end": 3703.376, "text": "I expect it will happen, but it's a very difficult and complicated task.", "speaker": "Unidentified speaker" }, { "id": "cue-436", "start": 3703.425, "end": 3703.585, "text": "Thank you.", "speaker": "Unidentified speaker" }, { "id": "cue-437", "start": 3703.65, "end": 3703.81, "text": "Yes.", "speaker": "Unidentified speaker" }, { "id": "cue-438", "start": 3703.939, "end": 3708.982, "text": "I recognize that this is a difficult task, particularly in an organization that's undergoing such significant and frequent change.", "speaker": "Unidentified speaker" }, { "id": "cue-439", "start": 3709.528, "end": 3723.438, "text": "I'm optimistic that the organizational changes and process improvements currently in motion will give wind to this eventual reassessment, but also recognize it would be overwhelming at this moment to begin this discussion given those moving parts.", "speaker": "Unidentified speaker" }, { "id": "cue-440", "start": 3724.402, "end": 3729.686, "text": "On a positive note, we have recently stood up an improved, more coordinated process Yes.", "speaker": "Unidentified speaker" }, { "id": "cue-441", "start": 3730.006, "end": 3735.791, "text": "For information sharing and decision-making around internal services in the context of budget development.", "speaker": "Unidentified speaker" }, { "id": "cue-442", "start": 3735.887, "end": 3742.938, "text": "So in addition to drawing attention to the longer-term need, we are in fact starting to put the scaffolding in place to build into this work in the future.", "speaker": "Unidentified speaker" }, { "id": "cue-443", "start": 3744.107, "end": 3750.421, "text": "Second item I'd highlight here is the third one, which is to refine and realign citywide financial services.", "speaker": "Unidentified speaker" }, { "id": "cue-444", "start": 3751.655, "end": 3756.43, "text": "And while some city services have undergone, currently undergoing realignments, Yes.", "speaker": "Unidentified speaker" }, { "id": "cue-445", "start": 3756.927, "end": 3760.265, "text": "Financial services generally remain dispersed throughout the organization.", "speaker": "Unidentified speaker" }, { "id": "cue-446", "start": 3761.116, "end": 3771.273, "text": "We certainly do not need to reduce our capacity to deliver these services, but I do think there's likely value in streamlining to improve consistency and efficiency.", "speaker": "Unidentified speaker" }, { "id": "cue-447", "start": 3771.947, "end": 3783.805, "text": "I don't think that transition conversation can occur within the next year given the massive volume of actions, change, and basic work requirements, but I do think it would be valuable to pick that discussion up for potential adjustment in the future.", "speaker": "Unidentified speaker" }, { "id": "cue-448", "start": 3784.945, "end": 3792.219, "text": "And the last item I'd highlight on this page is the final action regarding centralizing revenue collection.", "speaker": "Unidentified speaker" }, { "id": "cue-449", "start": 3792.797, "end": 3797.148, "text": "This item stems specifically from a 2022 recommendation from the city auditor.", "speaker": "Unidentified speaker" }, { "id": "cue-450", "start": 3798.096, "end": 3806.269, "text": "And I do agree that there's value in evolving to a centralized citywide revenue collection approach.", "speaker": "Unidentified speaker" }, { "id": "cue-451", "start": 3806.767, "end": 3809.801, "text": "This would be a generationally difficult transition.", "speaker": "Unidentified speaker" }, { "id": "cue-452", "start": 3810.379, "end": 3811.728, "text": "And so I'm in favor of the ambition.", "speaker": "Unidentified speaker" }, { "id": "cue-453", "start": 3811.792, "end": 3812.001, "text": "Thank you.", "speaker": "Unidentified speaker" }, { "id": "cue-454", "start": 3812.963, "end": 3825.188, "text": "But this, uh, we'll just acknowledge this would be massively, at least temporarily, disruptive to the organization, to the people doing that work, and to our revenue collection systems, and potentially to the people who pay revenue to the city.", "speaker": "Unidentified speaker" }, { "id": "cue-455", "start": 3826.422, "end": 3827.575, "text": "Not to say it shouldn't be done.", "speaker": "Unidentified speaker" }, { "id": "cue-456", "start": 3828.008, "end": 3831.549, "text": "I wanted to include it because I do think it's important to keep on the radar.", "speaker": "Unidentified speaker" }, { "id": "cue-457", "start": 3831.933, "end": 3844.223, "text": "I just would recommend that once some of our foundational actions can be completed and we're more clearly in a place of stabilization, that's when I would advocate that we pick up All right.", "speaker": "Unidentified speaker" }, { "id": "cue-458", "start": 3844.419, "end": 3846.732, "text": "So that's a ton of potential actions.", "speaker": "Unidentified speaker" }, { "id": "cue-459", "start": 3847.253, "end": 3848.198, "text": "What do we do with all that?", "speaker": "Unidentified speaker" }, { "id": "cue-460", "start": 3848.83, "end": 3856.6, "text": "How do we try to move from that inventory of action to something that feels like an actual strategic financial plan?", "speaker": "Unidentified speaker" }, { "id": "cue-461", "start": 3857.31, "end": 3858.518, "text": "So here's what I propose.", "speaker": "Unidentified speaker" }, { "id": "cue-462", "start": 3859.275, "end": 3864.574, "text": "The next few and final slides present a proposal about how I think we might do that.", "speaker": "Unidentified speaker" }, { "id": "cue-463", "start": 3865.803, "end": 3876.15, "text": "This sort of introductory slide displays the big picture phases of what that action plan might look And then as I wrap up the presentation, I'll move into a little more detail for each of these phases.", "speaker": "Unidentified speaker" }, { "id": "cue-464", "start": 3876.968, "end": 3886.202, "text": "The first step would be to acknowledge that there's a significant amount of work that's already occurring and continue to prioritize that work that's already underway.", "speaker": "Unidentified speaker" }, { "id": "cue-465", "start": 3887.325, "end": 3909.321, "text": "Recalling back to the very earliest slide about the current moment of financial crisis, the second phase of action, which would occur alongside the work we're already doing, would focus on responding to that crisis with the highest value, immediately implementable The 3rd phase, if we want to be serious about stabilization, is that we'll need to start putting actions in motion now to start to get there.", "speaker": "Unidentified speaker" }, { "id": "cue-466", "start": 3909.823, "end": 3915.467, "text": "So these are stabilizing intention actions that I would expect we begin in '26-'27.", "speaker": "Unidentified speaker" }, { "id": "cue-467", "start": 3917.177, "end": 3923.544, "text": "4Th phase would be looking towards future and starting to bring forward those actions into the queue when possible.", "speaker": "Unidentified speaker" }, { "id": "cue-468", "start": 3923.934, "end": 3928.812, "text": "And then lastly, just identified some number of questions that still need further explanation.", "speaker": "Unidentified speaker" }, { "id": "cue-469", "start": 3928.861, "end": 3929.474, "text": "So that's how I've organized it.", "speaker": "Unidentified speaker" }, { "id": "cue-470", "start": 3929.522, "end": 3929.635, "text": "Thank you.", "speaker": "Unidentified speaker" }, { "id": "cue-471", "start": 3929.73, "end": 3929.875, "text": "Thank you.", "speaker": "Unidentified speaker" }, { "id": "cue-472", "start": 3929.94, "end": 3935.634, "text": "So I've organized the actions on the next few slides to move onward to something that feels like an action plan or strategy.", "speaker": "Unidentified speaker" }, { "id": "cue-473", "start": 3935.682, "end": 3943.701, "text": "And again, this is just repeating the actions I just went very quickly through, but realigning them in maybe a little bit more of an implementation plan order.", "speaker": "Unidentified speaker" }, { "id": "cue-474", "start": 3945.21, "end": 3945.355, "text": "All right.", "speaker": "Unidentified speaker" }, { "id": "cue-475", "start": 3945.403, "end": 3956.26, "text": "So again, good news is we're already doing lots of important things to respond to the financial crisis, to think ahead towards stabilization, and to be responsive to known priorities and requests for improvement.", "speaker": "Unidentified speaker" }, { "id": "cue-476", "start": 3957.234, "end": 3965.627, "text": "The many actions that are already in motion are listed on this slide and the next slide, and they're placed in order that they showed up in the prior actions inventory.", "speaker": "Unidentified speaker" }, { "id": "cue-477", "start": 3966.365, "end": 3972.254, "text": "While all these are listed as in progress, they may be in different states of progress, some on the early end and some nearly complete.", "speaker": "Unidentified speaker" }, { "id": "cue-478", "start": 3972.72, "end": 3981.514, "text": "And some of these actions, such as those related to education, training, and communication, will never really end and require ongoing effort and attention.", "speaker": "Unidentified speaker" }, { "id": "cue-479", "start": 3982.428, "end": 3983.664, "text": "The actions currently in progress Yes.", "speaker": "Unidentified speaker" }, { "id": "cue-480", "start": 3983.712, "end": 3983.808, "text": "Thank you.", "speaker": "Unidentified speaker" }, { "id": "cue-481", "start": 3984.306, "end": 3984.434, "text": "Thank you.", "speaker": "Unidentified speaker" }, { "id": "cue-482", "start": 3984.498, "end": 3984.691, "text": "Thank you.", "speaker": "Unidentified speaker" }, { "id": "cue-483", "start": 3984.787, "end": 4003.27, "text": "So the actions currently in progress are education of financial facts and regular council updates, improve education and compliance with current financial policy and practices, improve organizational structure and alignment for forecasting, improve communication of service commitments and trade-offs, and provide training and improve information access to council and staff.", "speaker": "Unidentified speaker" }, { "id": "cue-484", "start": 4004.008, "end": 4012.464, "text": "And then page 2 continues that list of actions currently in progress, and those include review procurement-related rules and practices, Yes.", "speaker": "Unidentified speaker" }, { "id": "cue-485", "start": 4012.512, "end": 4012.721, "text": "Second.", "speaker": "Unidentified speaker" }, { "id": "cue-486", "start": 4012.818, "end": 4012.978, "text": "Second.", "speaker": "Unidentified speaker" }, { "id": "cue-487", "start": 4013.026, "end": 4013.203, "text": "Motion passes.", "speaker": "Unidentified speaker" }, { "id": "cue-488", "start": 4013.3, "end": 4015.453, "text": "Review span of control and administrative processes.", "speaker": "Unidentified speaker" }, { "id": "cue-489", "start": 4015.967, "end": 4019.116, "text": "Involve frontline workers in efficiency and coordination efforts.", "speaker": "Unidentified speaker" }, { "id": "cue-490", "start": 4019.502, "end": 4021.88, "text": "Develop a coordinated asset management strategy.", "speaker": "Unidentified speaker" }, { "id": "cue-491", "start": 4022.475, "end": 4025.335, "text": "Develop community engagement and advisory body direction.", "speaker": "Unidentified speaker" }, { "id": "cue-492", "start": 4025.769, "end": 4028.58, "text": "And implement budget development process improvements.", "speaker": "Unidentified speaker" }, { "id": "cue-493", "start": 4029.786, "end": 4039.87, "text": "Because primary responsibility for the actions in progress is somewhat dispersed throughout the organization, I'm hopeful that we can continue to rapidly demonstrate Thank you.", "speaker": "Unidentified speaker" }, { "id": "cue-494", "start": 4041.876, "end": 4048.135, "text": "So the first phase of new, so to speak, actions that I would recommend prioritizing are the 8 or 9 listed here.", "speaker": "Unidentified speaker" }, { "id": "cue-495", "start": 4048.908, "end": 4056.974, "text": "These are actions that I believe can and should be prioritized over the next 9 months through summer 2020 to focus on continued crisis response.", "speaker": "Unidentified speaker" }, { "id": "cue-496", "start": 4057.49, "end": 4062.39, "text": "These actions are organized on this slide by the estimated timeframe for completion.", "speaker": "Unidentified speaker" }, { "id": "cue-497", "start": 4063.531, "end": 4068.44, "text": "The one concern that I'll note here is you can see a common thread regarding the proposed Lead.", "speaker": "Unidentified speaker" }, { "id": "cue-498", "start": 4069.034, "end": 4070.43, "text": "And I'm not complaining.", "speaker": "Unidentified speaker" }, { "id": "cue-499", "start": 4070.478, "end": 4074.168, "text": "I'm obviously committed to doing this work and putting it forward to you here today.", "speaker": "Unidentified speaker" }, { "id": "cue-500", "start": 4074.248, "end": 4082.543, "text": "But I do also want to be realistic and transparent about how much is reasonable to take on, especially given other things in motion that will require attention.", "speaker": "Unidentified speaker" }, { "id": "cue-501", "start": 4083.232, "end": 4092.843, "text": "That being said, I do think that the first 4 items are among the highest value immediate exercises, and I do intend to carry them forward as rapidly as possible.", "speaker": "Unidentified speaker" }, { "id": "cue-502", "start": 4093.42, "end": 4093.885, "text": "Those 4 things?", "speaker": "Unidentified speaker" }, { "id": "cue-503", "start": 4093.95, "end": 4094.014, "text": "Yes.", "speaker": "Unidentified speaker" }, { "id": "cue-504", "start": 4094.062, "end": 4106.584, "text": "The next 3 things are to bring forward the Phase 1 policy updates and high-priority new financial policies, to convene a regional financial coordination forum, and to develop a plan to improve financial impact assessments.", "speaker": "Unidentified speaker" }, { "id": "cue-505", "start": 4107.227, "end": 4112.332, "text": "And as previously mentioned, Prosper Portland should be aligned to deliver a refreshed economic development strategy.", "speaker": "Unidentified speaker" }, { "id": "cue-506", "start": 4113.247, "end": 4117.453, "text": "The last 4 items on this page are also of high importance and would be the next in the queue.", "speaker": "Unidentified speaker" }, { "id": "cue-507", "start": 4117.967, "end": 4119.396, "text": "At least that's my recommendation.", "speaker": "Unidentified speaker" }, { "id": "cue-508", "start": 4119.508, "end": 4120.359, "text": "Next in the queue for action.", "speaker": "Unidentified speaker" }, { "id": "cue-509", "start": 4121.181, "end": 4128.82, "text": "Depending on how much we can accelerate and achieve the items in progress from the prior slides and the top 4 or 5 items here on this slide.", "speaker": "Unidentified speaker" }, { "id": "cue-510", "start": 4130.499, "end": 4143.03, "text": "And then the next list of actions are things that I believe support movement towards longer-term stabilization, but also have a high value to prioritize and begin in motion during the current fiscal year '26-'27.", "speaker": "Unidentified speaker" }, { "id": "cue-511", "start": 4143.289, "end": 4145.534, "text": "Should be no shock that these are all yellow dot items.", "speaker": "Unidentified speaker" }, { "id": "cue-512", "start": 4146.212, "end": 4157.623, "text": "They typically will have a little bit more complexity Will certainly require more robust coordination and likely have longer timelines to do the work, and/or they may have some mild outstanding scope questions.", "speaker": "Unidentified speaker" }, { "id": "cue-513", "start": 4158.205, "end": 4168.078, "text": "Mostly these items are about building the bones for longer-term improvements, which include evaluating options, identifying new resources, processes, opportunities, et cetera.", "speaker": "Unidentified speaker" }, { "id": "cue-514", "start": 4170.741, "end": 4171.531, "text": "Future actions.", "speaker": "Unidentified speaker" }, { "id": "cue-515", "start": 4171.628, "end": 4182.093, "text": "So this is kind of the inventory of capturing the dozen or so items that I think should be on the radar for next fiscal year, for '27-'28.", "speaker": "Unidentified speaker" }, { "id": "cue-516", "start": 4182.494, "end": 4183.634, "text": "That's only 9 months away.", "speaker": "Unidentified speaker" }, { "id": "cue-517", "start": 4184.662, "end": 4199.707, "text": "And these are certainly still relevant to the city's financial stabilization effort, but perhaps, at least in my assessment, have a little bit lower immediate value, have long timelines, have very high complexity, or require other foundational work to be completed before progress can be made.", "speaker": "Unidentified speaker" }, { "id": "cue-518", "start": 4201.517, "end": 4201.629, "text": "Yes.", "speaker": "Unidentified speaker" }, { "id": "cue-519", "start": 4201.694, "end": 4202.966, "text": "And so I'll just pause for a quick second.", "speaker": "Unidentified speaker" }, { "id": "cue-520", "start": 4203.046, "end": 4213.342, "text": "I won't go through them all, but, um, just wanted to at least acknowledge this is sort of the, the next in line, uh, if we can get through, uh, the items, uh, on the prior, prior slides.", "speaker": "Unidentified speaker" }, { "id": "cue-521", "start": 4215.376, "end": 4220.123, "text": "All right, and then, um, I, I promised there was sort of some outstanding items.", "speaker": "Unidentified speaker" }, { "id": "cue-522", "start": 4220.236, "end": 4234.748, "text": "So lastly, here are the potential actions that definitely have some questions, either uncertain timelines Unclear lead responsibility, kind of missing information, or a need for deeper conversation and input from council or other stakeholders.", "speaker": "Unidentified speaker" }, { "id": "cue-523", "start": 4236.04, "end": 4238.345, "text": "So friends, we made it almost.", "speaker": "Unidentified speaker" }, { "id": "cue-524", "start": 4240.456, "end": 4241.291, "text": "60 More seconds.", "speaker": "Unidentified speaker" }, { "id": "cue-525", "start": 4241.982, "end": 4266.374, "text": "I hope this afternoon's presentation provides a reasonably clear picture of actions and activities that the city can undertake now and in the near future To put an end to the financial madness of the last few years, to rebuild trust in the city as a responsible steward of the public's dollars, to improve information, transparency, and decision-making, and ultimately to effectively and efficiently deliver services to Portlanders.", "speaker": "Unidentified speaker" }, { "id": "cue-526", "start": 4267.223, "end": 4271.406, "text": "As we move to the last slide, thank you for your attention, and now would love to hear from you.", "speaker": "Unidentified speaker" }, { "id": "cue-527", "start": 4271.999, "end": 4274.787, "text": "I'm not sure if we want to go ahead and go to questions or take a break.", "speaker": "Unidentified speaker" }, { "id": "cue-528", "start": 4274.835, "end": 4275.989, "text": "I think I'm a little bit ahead of schedule here.", "speaker": "Unidentified speaker" }, { "id": "cue-529", "start": 4276.037, "end": 4276.437, "text": "I think we can take a break.", "speaker": "Unidentified speaker" }, { "id": "cue-530", "start": 4276.47, "end": 4276.65, "text": "Thank you.", "speaker": "Unidentified speaker" }, { "id": "cue-531", "start": 4276.65, "end": 4276.77, "text": "Thank you, Councilor Sameer.", "speaker": "Unidentified speaker" }, { "id": "cue-532", "start": 4276.77, "end": 4279.79, "text": "So I know we're at the end of the year, but I've attempted to seed a few questions for conversation.", "speaker": "Unidentified speaker" }, { "id": "cue-533", "start": 4281.13, "end": 4282.1, "text": "What are your initial reactions?", "speaker": "Unidentified speaker" }, { "id": "cue-534", "start": 4282.69, "end": 4284.75, "text": "Are there items that need further clarification?", "speaker": "Unidentified speaker" }, { "id": "cue-535", "start": 4285.43, "end": 4286.81, "text": "What resonates?", "speaker": "Unidentified speaker" }, { "id": "cue-536", "start": 4286.81, "end": 4288.86, "text": "What, if anything, do you think might be missing?", "speaker": "Unidentified speaker" }, { "id": "cue-537", "start": 4289.57, "end": 4295.58, "text": "What refinements might you suggest to timelines, responsibilities, or scope for any of the proposed actions?", "speaker": "Unidentified speaker" }, { "id": "cue-538", "start": 4295.87, "end": 4299.6, "text": "And how do you advise we can collectively carry this work forward?", "speaker": "Unidentified speaker" }, { "id": "cue-539", "start": 4299.67, "end": 4306.03, "text": "And while positive affirmations are wonderful and appreciated, this work is also too important to not be honest.", "speaker": "Unidentified speaker" }, { "id": "cue-540", "start": 4306.678, "end": 4309.199, "text": "So I'd be happy to receive any of your thoughts and feedback.", "speaker": "Unidentified speaker" }, { "id": "cue-541", "start": 4309.568, "end": 4315.942, "text": "Also noting we do have at least a couple other subject matter experts in the room to assist if needed.", "speaker": "Unidentified speaker" }, { "id": "cue-542", "start": 4315.99, "end": 4317.499, "text": "So thank you again.", "speaker": "Unidentified speaker" }, { "id": "cue-543", "start": 4317.933, "end": 4318.864, "text": "Thank you for listening.", "speaker": "Unidentified speaker" }, { "id": "cue-544", "start": 4318.96, "end": 4321.224, "text": "Thank you for your support in this work.", "speaker": "Unidentified speaker" }, { "id": "cue-545", "start": 4321.706, "end": 4324.323, "text": "Defer Councilor Kanal back to you to guide us forward.", "speaker": "Unidentified speaker" }, { "id": "cue-546", "start": 4325.543, "end": 4326.811, "text": "Thank you so much, CFO Beery.", "speaker": "Sameer Kanal" }, { "id": "cue-547", "start": 4327.743, "end": 4331.949, "text": "I think we were going to see if there was anything additional that Councilors Green or Zimmerman wanted to add.", "speaker": "Sameer Kanal" }, { "id": "cue-548", "start": 4332.03, "end": 4336.853, "text": "To add before we open up the queue, but I think you both— Okay, great.", "speaker": "Sameer Kanal" }, { "id": "cue-549", "start": 4337.205, "end": 4348.502, "text": "So just giving a, a run of show here, we have about an hour and 42 minutes including, you know, if we take a break, uh, with 12 of us here, that's about 8 minutes per person including time for, for responses.", "speaker": "Sameer Kanal" }, { "id": "cue-550", "start": 4348.55, "end": 4349.624, "text": "Just giving that framing here.", "speaker": "Sameer Kanal" }, { "id": "cue-551", "start": 4350.169, "end": 4358.806, "text": "So I'm going to take probably 2 or 3 folks, and then whenever the, the first, um, pause is after 3:20 or so, we'll take our break, uh, and then come back.", "speaker": "Sameer Kanal" }, { "id": "cue-552", "start": 4359.287, "end": 4363.213, "text": "Um, and if you are following along online, you're seeing it.", "speaker": "Sameer Kanal" }, { "id": "cue-553", "start": 4363.293, "end": 4368.693, "text": "If you are here, it's the 3rd to last slide that has the reactions, refinements, and moving forward.", "speaker": "Sameer Kanal" }, { "id": "cue-554", "start": 4369.222, "end": 4374.446, "text": "Um, these are the questions that, that, uh, CFO Beery raised, so feel free to, uh, say whatever else.", "speaker": "Sameer Kanal" }, { "id": "cue-555", "start": 4374.51, "end": 4380.743, "text": "But I think what would be most helpful is to help, um, ensure that we're getting answers to those, uh, 5-ish questions.", "speaker": "Sameer Kanal" }, { "id": "cue-556", "start": 4381.897, "end": 4387.881, "text": "All right, we'll open it up with Vice President Clark, followed by Councilor President Thank you, Councilor.", "speaker": "Sameer Kanal" }, { "id": "cue-557", "start": 4388.299, "end": 4392.748, "text": "Um, this is the first time I've seen this, so this is my initial reactions.", "speaker": "Unidentified speaker" }, { "id": "cue-558", "start": 4392.796, "end": 4400.57, "text": "First of all, I just want to say thank you to my colleagues for all the work and the time you put into this, and the people in the audience who are here that also put a lot of time into this.", "speaker": "Unidentified speaker" }, { "id": "cue-559", "start": 4400.747, "end": 4401.647, "text": "I really appreciate it.", "speaker": "Unidentified speaker" }, { "id": "cue-560", "start": 4402.273, "end": 4405.132, "text": "I think Jonas did a great job getting through the whole thing.", "speaker": "Unidentified speaker" }, { "id": "cue-561", "start": 4405.357, "end": 4406.048, "text": "It was super.", "speaker": "Unidentified speaker" }, { "id": "cue-562", "start": 4406.529, "end": 4407.397, "text": "Just a couple comments.", "speaker": "Unidentified speaker" }, { "id": "cue-563", "start": 4407.445, "end": 4412.842, "text": "I'm going to have to leave early, so I'm just going to give you a few comments now and And I'm happy to do more offline.", "speaker": "Unidentified speaker" }, { "id": "cue-564", "start": 4413.597, "end": 4417.436, "text": "Uh, there are a couple things that pop right out at me that are my priorities.", "speaker": "Unidentified speaker" }, { "id": "cue-565", "start": 4418.174, "end": 4424.953, "text": "Um, and I'm— I'm clearly— you included asset management, which everybody knows I care about, so that's cool.", "speaker": "Unidentified speaker" }, { "id": "cue-566", "start": 4425.483, "end": 4443.696, "text": "Um, but there are a couple things you have on here that are really your future actions that I feel are, um, more immediate, at least from my perspective, and That's the audit city facilities costs and usage, because that involves also the disposition of assets.", "speaker": "Unidentified speaker" }, { "id": "cue-567", "start": 4444.822, "end": 4450.736, "text": "And we need to eventually figure out what we do own and what we really need to own as a city.", "speaker": "Unidentified speaker" }, { "id": "cue-568", "start": 4450.898, "end": 4460.798, "text": "And then secondly, I am very concerned about— where did it go— uh, the core services definition.", "speaker": "Unidentified speaker" }, { "id": "cue-569", "start": 4461.541, "end": 4463.117, "text": "I talk about core services all the time.", "speaker": "Unidentified speaker" }, { "id": "cue-570", "start": 4463.188, "end": 4463.259, "text": "Yeah.", "speaker": "Unidentified speaker" }, { "id": "cue-571", "start": 4465.846, "end": 4470.892, "text": "What is it that are the basic services that we should be providing as a city?", "speaker": "Unidentified speaker" }, { "id": "cue-572", "start": 4471.631, "end": 4473.029, "text": "And getting down to the nut.", "speaker": "Unidentified speaker" }, { "id": "cue-573", "start": 4473.254, "end": 4480.292, "text": "And I'm hoping that— I know that CA Lee has talked about a strategic planning session.", "speaker": "Unidentified speaker" }, { "id": "cue-574", "start": 4480.726, "end": 4488.15, "text": "Perhaps we're going to be doing that in the not too distant future so that we can wrap in really what are our prior— our core services that we have to provide.", "speaker": "Unidentified speaker" }, { "id": "cue-575", "start": 4488.198, "end": 4488.921, "text": "I think that's a great idea.", "speaker": "Unidentified speaker" }, { "id": "cue-576", "start": 4490.769, "end": 4500.104, "text": "And I think that's going to help us if we can define that sooner rather than later when it comes to the next budget and what we're going to do about the next budget.", "speaker": "Unidentified speaker" }, { "id": "cue-577", "start": 4500.956, "end": 4510.999, "text": "And that goes back to, at some point, working with the public on like a conversation with Portland or something along those lines to help people understand the nature of our budget.", "speaker": "Unidentified speaker" }, { "id": "cue-578", "start": 4511.416, "end": 4514.807, "text": "It's huge, but all those funds are— most of those funds are dedicated.", "speaker": "Unidentified speaker" }, { "id": "cue-579", "start": 4514.871, "end": 4514.935, "text": "Right.", "speaker": "Loretta Smith" }, { "id": "cue-580", "start": 4515.112, "end": 4520.687, "text": "And we're really only talking about general fund when we're talking about cuts, and those are core services.", "speaker": "Unidentified speaker" }, { "id": "cue-581", "start": 4521.056, "end": 4535.54, "text": "So, um, that's my greatest concern, is getting to, um, trying to identify what those core services are, what are the basic things that we should be doing and focusing on, particularly when it comes to the next budget.", "speaker": "Unidentified speaker" }, { "id": "cue-582", "start": 4536.085, "end": 4542.606, "text": "And then the, um, audit city facilities costs and usage, I— you put those on your future actions.", "speaker": "Unidentified speaker" }, { "id": "cue-583", "start": 4542.67, "end": 4546.101, "text": "I think they're a little bit more more immediate from my perspective.", "speaker": "Unidentified speaker" }, { "id": "cue-584", "start": 4546.342, "end": 4548.009, "text": "But I'll just leave it at that.", "speaker": "Unidentified speaker" }, { "id": "cue-585", "start": 4548.346, "end": 4549.068, "text": "Um, I don't—.", "speaker": "Unidentified speaker" }, { "id": "cue-586", "start": 4549.068, "end": 4551.185, "text": "That's not 8 minutes, but that's plenty for me.", "speaker": "Unidentified speaker" }, { "id": "cue-587", "start": 4551.409, "end": 4551.81, "text": "Thank you.", "speaker": "Unidentified speaker" }, { "id": "cue-588", "start": 4552.291, "end": 4552.981, "text": "Thank you, Councilor.", "speaker": "Unidentified speaker" }, { "id": "cue-589", "start": 4553.51, "end": 4556.781, "text": "Feel free to jump back in the queue later if you, if you think of stuff, uh, to add.", "speaker": "Sameer Kanal" }, { "id": "cue-590", "start": 4556.926, "end": 4560.838, "text": "Um, Council President Dunphy followed by, uh, Councilor Smith.", "speaker": "Sameer Kanal" }, { "id": "cue-591", "start": 4561.095, "end": 4561.64, "text": "Thank you very much.", "speaker": "Unidentified speaker" }, { "id": "cue-592", "start": 4561.897, "end": 4564.254, "text": "Um, Jonas, I think we're certainly on the right track.", "speaker": "Unidentified speaker" }, { "id": "cue-593", "start": 4564.318, "end": 4570.622, "text": "And also, I'm not a numbers guy, and so I'm going to trust that you, you, uh, are on the right track because it's Yeah.", "speaker": "Unidentified speaker" }, { "id": "cue-594", "start": 4571.09, "end": 4577.631, "text": "But I got to say, some of these things seemed less financial and more just sort of like good things that this city should do.", "speaker": "Unidentified speaker" }, { "id": "cue-595", "start": 4577.874, "end": 4583.3, "text": "And so I'm wondering why some of these things are on your list versus just like honestly the city administrator's list.", "speaker": "Unidentified speaker" }, { "id": "cue-596", "start": 4583.381, "end": 4598.071, "text": "Like an organizational structure and understanding defensibly why we have this org structure, that seems like it should be a big citywide thing but not a financial stabilization thing.", "speaker": "Unidentified speaker" }, { "id": "cue-597", "start": 4598.168, "end": 4609.919, "text": "Similar to— well, some— yeah, that one in particular, developing IGA protocols, really good policy.", "speaker": "Unidentified speaker" }, { "id": "cue-598", "start": 4610.112, "end": 4612.875, "text": "Is that specific to financial stabilization?", "speaker": "Unidentified speaker" }, { "id": "cue-599", "start": 4613.084, "end": 4613.389, "text": "I don't—.", "speaker": "Angelita Morillo" }, { "id": "cue-600", "start": 4613.71, "end": 4614.626, "text": "That doesn't seem like it to me.", "speaker": "Unidentified speaker" }, { "id": "cue-601", "start": 4614.69, "end": 4616.922, "text": "It seems like it's just good things we should do to get our house in order.", "speaker": "Unidentified speaker" }, { "id": "cue-602", "start": 4619.301, "end": 4624.556, "text": "I have real concerns, and I think you properly arranged the sort of prioritization of the recommendations.", "speaker": "Unidentified speaker" }, { "id": "cue-603", "start": 4624.798, "end": 4632.993, "text": "I have deep concerns about biennial I have been lobbying the state legislature, um, in different capacities since 2009.", "speaker": "Unidentified speaker" }, { "id": "cue-604", "start": 4633.812, "end": 4639.495, "text": "Um, I was there for the first legislative short session when the, uh, the— in 2012, whatever it was.", "speaker": "Unidentified speaker" }, { "id": "cue-605", "start": 4640.153, "end": 4650.091, "text": "Um, the voters and the lawmakers all agreed that the biennial budgeting is not, you know, without some ongoing touchpoint, is not a great thing, and that leads to some problems.", "speaker": "Unidentified speaker" }, { "id": "cue-606", "start": 4650.348, "end": 4652.936, "text": "And I think there are still some problems in how the state does Yes.", "speaker": "Unidentified speaker" }, { "id": "cue-607", "start": 4653.178, "end": 4655.671, "text": "So I agree, don't prioritize that.", "speaker": "Unidentified speaker" }, { "id": "cue-608", "start": 4655.768, "end": 4658.649, "text": "That doesn't seem like it's a thing that's actually going to lead to financial stabilization.", "speaker": "Unidentified speaker" }, { "id": "cue-609", "start": 4660.678, "end": 4686.58, "text": "With regard to regional coordination as a recommendation, do you mean this as coordinating to have the same sort of language and maybe even excel spreadsheet formats as the county and Metro, or do you mean actually sitting down with the Housing Bureau and saying the Housing Bureau is going to spend and then the, you know, the county's homeless services division or whatever they're called now is gonna spend Y.", "speaker": "Unidentified speaker" }, { "id": "cue-610", "start": 4686.58, "end": 4687.98, "text": "Is it internal facing?", "speaker": "Unidentified speaker" }, { "id": "cue-611", "start": 4687.98, "end": 4689.26, "text": "Is it externally facing?", "speaker": "Unidentified speaker" }, { "id": "cue-612", "start": 4689.26, "end": 4692.74, "text": "Is it a tool for us to say like, oh, that's not our job, that's the county's job.", "speaker": "Unidentified speaker" }, { "id": "cue-613", "start": 4692.74, "end": 4694.64, "text": "And by the way, here's how much they're spending on it.", "speaker": "Unidentified speaker" }, { "id": "cue-614", "start": 4694.64, "end": 4696.94, "text": "What did you, could you say a little more about that for me?", "speaker": "Unidentified speaker" }, { "id": "cue-615", "start": 4696.94, "end": 4698.48, "text": "Yeah, Council President, thank you.", "speaker": "Unidentified speaker" }, { "id": "cue-616", "start": 4698.48, "end": 4701.38, "text": "And maybe just to your very first observation.", "speaker": "Unidentified speaker" }, { "id": "cue-617", "start": 4703.08, "end": 4704.3, "text": "Yeah, you're right.", "speaker": "Unidentified speaker" }, { "id": "cue-618", "start": 4704.3, "end": 4710, "text": "Some of these don't feel like they're directly financial related issues.", "speaker": "Unidentified speaker" }, { "id": "cue-619", "start": 4710.99, "end": 4711.663, "text": "Thank you.", "speaker": "Unidentified speaker" }, { "id": "cue-620", "start": 4711.807, "end": 4718.572, "text": "Again, they're issues that the workgroup identified as feeling like it was connected or important to that work.", "speaker": "Unidentified speaker" }, { "id": "cue-621", "start": 4718.62, "end": 4721.666, "text": "And so I wanted to be mindful of carrying that forward.", "speaker": "Unidentified speaker" }, { "id": "cue-622", "start": 4722.227, "end": 4725.625, "text": "And I do think that there is always some connectivity, right?", "speaker": "Unidentified speaker" }, { "id": "cue-623", "start": 4725.689, "end": 4736.125, "text": "I mean, IGAs are an example where it came up in the context of it's hard to understand for a community member what happens in an IGA if there's someone who's a party to the IGA.", "speaker": "Unidentified speaker" }, { "id": "cue-624", "start": 4736.269, "end": 4743.162, "text": "But I do acknowledge that some of these Or again, not what I might have, if I just sat in a room with a couple of my financial friends, might have come up with.", "speaker": "Unidentified speaker" }, { "id": "cue-625", "start": 4744.044, "end": 4751.178, "text": "With regards to the regional coordination, I think there's, to answer that question, I think there's both flavors, right?", "speaker": "Unidentified speaker" }, { "id": "cue-626", "start": 4751.563, "end": 4761.406, "text": "I think the action and the thing that I would prioritize around the regional coordination forum with the sort of financial experts is not around the details.", "speaker": "Unidentified speaker" }, { "id": "cue-627", "start": 4761.823, "end": 4762.448, "text": "It's more around—.", "speaker": "Unidentified speaker" }, { "id": "cue-628", "start": 4762.448, "end": 4762.737, "text": "What's the goal?", "speaker": "Unidentified speaker" }, { "id": "cue-629", "start": 4763.748, "end": 4767.844, "text": "You know, here's a problem I'm seeing in my financial system.", "speaker": "Unidentified speaker" }, { "id": "cue-630", "start": 4768.985, "end": 4771.138, "text": "Help me peer respond to that, right?", "speaker": "Unidentified speaker" }, { "id": "cue-631", "start": 4771.636, "end": 4774.174, "text": "Or just having awareness of things that are going on.", "speaker": "Unidentified speaker" }, { "id": "cue-632", "start": 4774.222, "end": 4789.661, "text": "A great example could be if the city knew we were going to be putting forward a GO bond and one of our regional partners knew that they were going to be putting forward a GO bond, it's an opportunity to flag that maybe 2 years ahead of time so we have space to collectively navigate those kind of conversations.", "speaker": "Unidentified speaker" }, { "id": "cue-633", "start": 4789.71, "end": 4792.424, "text": "So that's what That forum would be more about.", "speaker": "Unidentified speaker" }, { "id": "cue-634", "start": 4793.885, "end": 4808.547, "text": "The broader forum, the kind of the third bucket around regional coordination, is I think that bigger, broader conversation that's really outside the realm of the CFO and really more a citywide, you know, city administrator, government relations-led conversation.", "speaker": "Unidentified speaker" }, { "id": "cue-635", "start": 4808.964, "end": 4809.302, "text": "Excellent.", "speaker": "Unidentified speaker" }, { "id": "cue-636", "start": 4810.586, "end": 4822.693, "text": "I think my last question, you said what is the primary access point for accessing financial information, and I don't really know what that Is that, is that in the terms of like council accessing to understand it, the public understanding?", "speaker": "Unidentified speaker" }, { "id": "cue-637", "start": 4822.789, "end": 4825.614, "text": "I don't— how do I access any of this financial?", "speaker": "Unidentified speaker" }, { "id": "cue-638", "start": 4825.743, "end": 4842.196, "text": "Yeah, my understanding from the conversation, and certainly be welcome to hear from the co-leads who are in the room as well, but my understanding is there was just some, I'll say, anxiety in the room about hearing different things from different authority points in the city that conflict.", "speaker": "Unidentified speaker" }, { "id": "cue-639", "start": 4843.079, "end": 4852.849, "text": "And so being really clear and intentional about when the city says this is a financial fact, fact, knowing that that's the official mandated source, right?", "speaker": "Unidentified speaker" }, { "id": "cue-640", "start": 4852.897, "end": 4865.465, "text": "Now, it's never going to be perfect, of course, but that was sort of the genesis of that feedback is, you know, how can I as a community member understand which of maybe 3 or 4 different realities is true?", "speaker": "Unidentified speaker" }, { "id": "cue-641", "start": 4866.491, "end": 4866.747, "text": "Thank you.", "speaker": "Unidentified speaker" }, { "id": "cue-642", "start": 4867.693, "end": 4871.685, "text": "I will leave with just my one last comment, which I say a lot in every different context.", "speaker": "Unidentified speaker" }, { "id": "cue-643", "start": 4872.438, "end": 4873.737, "text": "Portland loves to reinvent the wheel.", "speaker": "Unidentified speaker" }, { "id": "cue-644", "start": 4873.865, "end": 4874.427, "text": "Please Please don't.", "speaker": "Unidentified speaker" }, { "id": "cue-645", "start": 4875.23, "end": 4877.527, "text": "Please just find what works elsewhere and do that.", "speaker": "Unidentified speaker" }, { "id": "cue-646", "start": 4878.539, "end": 4890.521, "text": "Whether it is with regard to potential prospective revenue sources or regional coordination or any of the internal controls that we have, please don't build something new.", "speaker": "Unidentified speaker" }, { "id": "cue-647", "start": 4890.586, "end": 4893.091, "text": "Let's just double down on good practices elsewhere.", "speaker": "Unidentified speaker" }, { "id": "cue-648", "start": 4893.702, "end": 4893.846, "text": "Great.", "speaker": "Sameer Kanal" }, { "id": "cue-649", "start": 4893.959, "end": 4894.055, "text": "Thank you.", "speaker": "Unidentified speaker" }, { "id": "cue-650", "start": 4894.103, "end": 4894.408, "text": "Thank you.", "speaker": "Unidentified speaker" }, { "id": "cue-651", "start": 4894.842, "end": 4895.244, "text": "Thank you, Chair.", "speaker": "Unidentified speaker" }, { "id": "cue-652", "start": 4896.272, "end": 4897.059, "text": "Thank you, Council President.", "speaker": "Sameer Kanal" }, { "id": "cue-653", "start": 4897.107, "end": 4899.58, "text": "We'll go to Councilor Smith, followed by Morillo.", "speaker": "Sameer Kanal" }, { "id": "cue-654", "start": 4900.287, "end": 4900.704, "text": "Thank you.", "speaker": "Loretta Smith" }, { "id": "cue-655", "start": 4901.41, "end": 4904.732, "text": "Uh, CFO Berry, don't we have a place we can go to now?", "speaker": "Loretta Smith" }, { "id": "cue-656", "start": 4905.439, "end": 4920.862, "text": "I noted on your presentation that, uh, spring of '27 that you were going to put together something of all the, uh, revenue resources, but don't we have something right now that we can go to to see all the revenue resources, um, that are there?", "speaker": "Loretta Smith" }, { "id": "cue-657", "start": 4920.926, "end": 4923.157, "text": "So yeah, yeah, Councilor, thank you.", "speaker": "Unidentified speaker" }, { "id": "cue-658", "start": 4923.397, "end": 4924.505, "text": "Um, yes, we do.", "speaker": "Unidentified speaker" }, { "id": "cue-659", "start": 4924.681, "end": 4933.382, "text": "I mean, certainly, um, the budget The annual audit lists numerically and has maybe some narrative about financial sources.", "speaker": "Unidentified speaker" }, { "id": "cue-660", "start": 4933.896, "end": 4937.781, "text": "The action here would be to do a little bit deeper analysis.", "speaker": "Unidentified speaker" }, { "id": "cue-661", "start": 4937.83, "end": 4948.867, "text": "So something more than would show up in just a budget document or a spreadsheet, but that really does a little bit of kind of maybe more widely opening the door around—.", "speaker": "Unidentified speaker" }, { "id": "cue-662", "start": 4948.964, "end": 4949.996, "text": "Right.", "speaker": "Unidentified speaker" }, { "id": "cue-663", "start": 4950.254, "end": 4954.14, "text": "What are the, you know, we just see the numbers say here's a number and here's the source.", "speaker": "Unidentified speaker" }, { "id": "cue-664", "start": 4954.236, "end": 4959.494, "text": "But let's be consistent about talking about is this sort of a, you know, 1 to 10 volatility?", "speaker": "Unidentified speaker" }, { "id": "cue-665", "start": 4959.766, "end": 4962.106, "text": "What is the sort of impact?", "speaker": "Unidentified speaker" }, { "id": "cue-666", "start": 4962.235, "end": 4968.294, "text": "And so it would be putting a little more color to each of the revenue streams.", "speaker": "Unidentified speaker" }, { "id": "cue-667", "start": 4968.486, "end": 4972.125, "text": "And I think importantly, not neglecting, right?", "speaker": "Unidentified speaker" }, { "id": "cue-668", "start": 4972.189, "end": 4974.176, "text": "We talk a lot about the general fund, right?", "speaker": "Unidentified speaker" }, { "id": "cue-669", "start": 4974.273, "end": 4978.937, "text": "We maybe talk a lot about things like PSF or BLT, utility revenues.", "speaker": "Unidentified speaker" }, { "id": "cue-670", "start": 4978.985, "end": 4979.049, "text": "Right.", "speaker": "Eric Zimmerman" }, { "id": "cue-671", "start": 4979.27, "end": 4987.39, "text": "But there are a lot of other revenues that don't get that level of attention that we also end up talking about and not having clear understanding of.", "speaker": "Unidentified speaker" }, { "id": "cue-672", "start": 4987.41, "end": 4991.93, "text": "So that would be really what that action is, is producing a little more robust body of information.", "speaker": "Unidentified speaker" }, { "id": "cue-673", "start": 4991.93, "end": 4992.78, "text": "Have a work session on it.", "speaker": "Loretta Smith" }, { "id": "cue-674", "start": 4993.05, "end": 5001.45, "text": "Because in our budget that you delivered to us, in the beginning, it shows all the different revenue sources, right?", "speaker": "Loretta Smith" }, { "id": "cue-675", "start": 5001.45, "end": 5001.45, "text": "That's correct.", "speaker": "Loretta Smith" }, { "id": "cue-676", "start": 5001.45, "end": 5003.01, "text": "Or did we leave anything out?", "speaker": "Loretta Smith" }, { "id": "cue-677", "start": 5003.03, "end": 5003.96, "text": "Nope, that's correct.", "speaker": "Unidentified speaker" }, { "id": "cue-678", "start": 5004.11, "end": 5004.45, "text": "Okay.", "speaker": "Loretta Smith" }, { "id": "cue-679", "start": 5004.45, "end": 5005.79, "text": "I was just trying to make sure.", "speaker": "Loretta Smith" }, { "id": "cue-680", "start": 5005.79, "end": 5006.67, "text": "It's like, okay, that's weird.", "speaker": "Loretta Smith" }, { "id": "cue-681", "start": 5006.67, "end": 5007.29, "text": "We already know that.", "speaker": "Loretta Smith" }, { "id": "cue-682", "start": 5007.3, "end": 5009.115, "text": "Yeah, yeah, no, that's a good point.", "speaker": "Unidentified speaker" }, { "id": "cue-683", "start": 5009.163, "end": 5026.309, "text": "I mean, it certainly— the, the very base information exists, um, the, the numbers exist, but it doesn't often have— and we've encountered this in this room— a lot of the necessary context, uh, to both inform decision makers and, and for the public to understand what's, what's underneath those numbers as well.", "speaker": "Unidentified speaker" }, { "id": "cue-684", "start": 5026.534, "end": 5030.519, "text": "So will that include things like the opioid, um, monies?", "speaker": "Loretta Smith" }, { "id": "cue-685", "start": 5030.615, "end": 5033.971, "text": "Because we're expected to get that for the next 20-some odd years.", "speaker": "Loretta Smith" }, { "id": "cue-686", "start": 5034.164, "end": 5036.376, "text": "Is that also line items?", "speaker": "Loretta Smith" }, { "id": "cue-687", "start": 5036.664, "end": 5037.466, "text": "I think it could, yeah.", "speaker": "Unidentified speaker" }, { "id": "cue-688", "start": 5038.316, "end": 5052.647, "text": "Yeah, those, those are the kind of things that I want to know about, that we have revenue sources that are not in— that we don't see line item but should be considered ongoing money because we're getting it for more than 5 years.", "speaker": "Loretta Smith" }, { "id": "cue-689", "start": 5053.705, "end": 5057.231, "text": "And so, and then have a deadline date of when we stop receiving it.", "speaker": "Loretta Smith" }, { "id": "cue-690", "start": 5057.392, "end": 5075.435, "text": "Those are the kind of things that I want to see Yeah, we can— I think, you know, understanding those different pots of money before spring is more important than in spring, because in spring we're in budget cycle, so it gets to be a bit much if we want more information.", "speaker": "Loretta Smith" }, { "id": "cue-691", "start": 5075.869, "end": 5083.014, "text": "I think that information we should understand a little bit better in our forecast in December when Peter comes and gives us the forecast.", "speaker": "Loretta Smith" }, { "id": "cue-692", "start": 5083.576, "end": 5097.945, "text": "That should be, you know, some sort of work session to tell us about all the different sources and also include those resources that we don't generally put in but should be considered as ongoing money, like the opioid, um, settlement.", "speaker": "Loretta Smith" }, { "id": "cue-693", "start": 5098.607, "end": 5104.997, "text": "So I appreciate you putting that up there, and, um, I'm looking forward to having that conversation.", "speaker": "Loretta Smith" }, { "id": "cue-694", "start": 5105.432, "end": 5106.3, "text": "Great, thank you, Councilor.", "speaker": "Unidentified speaker" }, { "id": "cue-695", "start": 5107.772, "end": 5108.577, "text": "Thank you, Councilor Smith.", "speaker": "Sameer Kanal" }, { "id": "cue-696", "start": 5108.674, "end": 5109.721, "text": "It's exactly 3:20.", "speaker": "Sameer Kanal" }, { "id": "cue-697", "start": 5109.786, "end": 5111.961, "text": "Councilor Morillo, would you prefer to go before or after the break?", "speaker": "Sameer Kanal" }, { "id": "cue-698", "start": 5112.38, "end": 5113.427, "text": "I'm, I'm fine to go after.", "speaker": "Angelita Morillo" }, { "id": "cue-699", "start": 5114.823, "end": 5115.449, "text": "Okay, cool.", "speaker": "Sameer Kanal" }, { "id": "cue-700", "start": 5115.594, "end": 5118.599, "text": "Then we will take a break, uh, for about, let's say, 13 minutes.", "speaker": "Sameer Kanal" }, { "id": "cue-701", "start": 5118.647, "end": 5121.877, "text": "Let's be back at 3:34, and we'll pick back up where we left off.", "speaker": "Sameer Kanal" }, { "id": "cue-702", "start": 5122.021, "end": 5128.867, "text": "And I have, just because the note— the thing's going to change the order when we go out of the share screen, so I have Morillo, Novick, Ryan, and then Pirtle-Ginney.", "speaker": "Sameer Kanal" }, { "id": "cue-703", "start": 5129.027, "end": 5129.365, "text": "Thanks.", "speaker": "Sameer Kanal" }, { "id": "cue-704", "start": 6041.13, "end": 6043.34, "text": "All right, we're gonna pick back up.", "speaker": "Sameer Kanal" }, { "id": "cue-705", "start": 6043.811, "end": 6046.893, "text": "Give it a second while folks get resituated.", "speaker": "Sameer Kanal" }, { "id": "cue-706", "start": 6048.46, "end": 6053.104, "text": "Um, but I'm going to pass it to Councilor Murillo and then to Councilor Novick.", "speaker": "Sameer Kanal" }, { "id": "cue-707", "start": 6055.806, "end": 6057.054, "text": "Uh, thank you, Chair.", "speaker": "Angelita Morillo" }, { "id": "cue-708", "start": 6057.67, "end": 6059.405, "text": "Um, thank you, Jonas, for joining us again.", "speaker": "Angelita Morillo" }, { "id": "cue-709", "start": 6059.469, "end": 6063.489, "text": "I hope you had a bit of a break since you had to give us such a long presentation.", "speaker": "Angelita Morillo" }, { "id": "cue-710", "start": 6064.007, "end": 6065.223, "text": "We appreciate it.", "speaker": "Angelita Morillo" }, { "id": "cue-711", "start": 6065.693, "end": 6072.22, "text": "Um, I— that was really helpful, and I really appreciate genuinely, um, just getting to learn more about our broad financial stability Thank you.", "speaker": "Angelita Morillo" }, { "id": "cue-712", "start": 6072.22, "end": 6072.22, "text": "Thank you.", "speaker": "Angelita Morillo" }, { "id": "cue-713", "start": 6072.22, "end": 6078.65, "text": "Thank you so much for coming and talking about the revitalization plan and hearing about what I know folks have been working on for a few months on this.", "speaker": "Angelita Morillo" }, { "id": "cue-714", "start": 6079, "end": 6084.31, "text": "I have only one very simple question for you because I know we have a lot of people in the queue.", "speaker": "Angelita Morillo" }, { "id": "cue-715", "start": 6085.06, "end": 6097.54, "text": "And that's just, you know, you've been having— you've been doing a lot of outreach with our offices and you've been getting a lot of feedback from us on the budget process for us as councilors, how we get information, what we do moving forward.", "speaker": "Angelita Morillo" }, { "id": "cue-716", "start": 6097.94, "end": 6105.741, "text": "And I'm wondering what progress you and CBO have made on integrating that feedback into the next budget process and what that's going to look like?", "speaker": "Angelita Morillo" }, { "id": "cue-717", "start": 6106.69, "end": 6108.169, "text": "Yeah, Councilor, thank you for the question.", "speaker": "Unidentified speaker" }, { "id": "cue-718", "start": 6108.217, "end": 6109.729, "text": "Thank you for the acknowledgement of the break.", "speaker": "Unidentified speaker" }, { "id": "cue-719", "start": 6110.18, "end": 6111.056, "text": "I did appreciate that.", "speaker": "Unidentified speaker" }, { "id": "cue-720", "start": 6112.662, "end": 6115.728, "text": "So yeah, we're still, I think, working through that.", "speaker": "Unidentified speaker" }, { "id": "cue-721", "start": 6115.809, "end": 6126.875, "text": "I think the next place we'll see that really materialize, that progress on the budget improvement process items, is in the TAO discussion.", "speaker": "Unidentified speaker" }, { "id": "cue-722", "start": 6127.312, "end": 6133.708, "text": "So part of that will incorporate potential calendar schedule.", "speaker": "Unidentified speaker" }, { "id": "cue-723", "start": 6134.045, "end": 6135.584, "text": "And so I think that'll be the next place.", "speaker": "Unidentified speaker" }, { "id": "cue-724", "start": 6135.712, "end": 6138.565, "text": "And I think we have a work session just in a couple weeks here around that.", "speaker": "Unidentified speaker" }, { "id": "cue-725", "start": 6138.613, "end": 6149.851, "text": "And so that's the next place I think you'll start to see some of the action happening around taking that feedback and putting it into motion in the context of the schedule.", "speaker": "Unidentified speaker" }, { "id": "cue-726", "start": 6150.315, "end": 6150.716, "text": "Gotcha.", "speaker": "Angelita Morillo" }, { "id": "cue-727", "start": 6150.957, "end": 6153.65, "text": "And certainly happy to explore.", "speaker": "Unidentified speaker" }, { "id": "cue-728", "start": 6153.762, "end": 6162.888, "text": "I know Ruth and I had a— Budget Director Ruth Levine and I had a conversation about, Is there a way that we can actually do kind of a report-out assessment?", "speaker": "Unidentified speaker" }, { "id": "cue-729", "start": 6162.968, "end": 6164.38, "text": "And so we haven't lost that.", "speaker": "Unidentified speaker" }, { "id": "cue-730", "start": 6164.91, "end": 6170.366, "text": "We just want to make sure we're actually getting the work done and prioritizing that over the reporting.", "speaker": "Unidentified speaker" }, { "id": "cue-731", "start": 6171.233, "end": 6171.907, "text": "Yeah, I agree.", "speaker": "Angelita Morillo" }, { "id": "cue-732", "start": 6171.971, "end": 6176.561, "text": "And sometimes I don't think we need a whole full-blown bureau report or anything like that.", "speaker": "Angelita Morillo" }, { "id": "cue-733", "start": 6176.609, "end": 6182.034, "text": "Just getting to hear updates on how our feedback is being integrated into the new process is helpful.", "speaker": "Angelita Morillo" }, { "id": "cue-734", "start": 6182.082, "end": 6185.195, "text": "So when you're able to come back and give us those specifics, that would be helpful.", "speaker": "Angelita Morillo" }, { "id": "cue-735", "start": 6185.26, "end": 6186.464, "text": "Thank you.", "speaker": "Angelita Morillo" }, { "id": "cue-736", "start": 6186.576, "end": 6188.021, "text": "But that was my only question.", "speaker": "Angelita Morillo" }, { "id": "cue-737", "start": 6188.085, "end": 6189.755, "text": "I think this was a really thorough presentation.", "speaker": "Angelita Morillo" }, { "id": "cue-738", "start": 6189.851, "end": 6205.489, "text": "It was very helpful, and I agreed with a lot of the stuff, especially I think the thing that stood out to me is making sure that when we're passing any revenue policies that they're not regressive, that they're not impacting the very people that we're trying to help with the services that we're changing.", "speaker": "Angelita Morillo" }, { "id": "cue-739", "start": 6205.537, "end": 6208.282, "text": "So just really appreciated seeing that in there.", "speaker": "Angelita Morillo" }, { "id": "cue-740", "start": 6208.555, "end": 6211.445, "text": "And yeah, thanks for all of your time, and Councilor Green and Zimmerman as well.", "speaker": "Angelita Morillo" }, { "id": "cue-741", "start": 6212.366, "end": 6212.689, "text": "Thank you.", "speaker": "Unidentified speaker" }, { "id": "cue-742", "start": 6213.738, "end": 6215.531, "text": "Thanks, Councilor Morillo.", "speaker": "Sameer Kanal" }, { "id": "cue-743", "start": 6215.595, "end": 6217.097, "text": "We'll go to Councilor Novick, then Ryan.", "speaker": "Sameer Kanal" }, { "id": "cue-744", "start": 6219.223, "end": 6220.077, "text": "Thank you, Mr. Chairman.", "speaker": "Steve Novick" }, { "id": "cue-745", "start": 6220.334, "end": 6238.623, "text": "I just wanted to take this opportunity to— since span of control and contracting out were on the list, I just want to reiterate that I think that we should have thorough discussions of both of those topics in the next couple of months, either in the Committee of the Whole or as a part of a council work session.", "speaker": "Steve Novick" }, { "id": "cue-746", "start": 6240.18, "end": 6248.702, "text": "If Councilor Green brings CHOP from the top back next year, I want to either feel confident voting for it or more confident than I did last year voting against it.", "speaker": "Steve Novick" }, { "id": "cue-747", "start": 6249.247, "end": 6256.453, "text": "So having a thorough discussion about span of control level, how much additional— have we really added tons of additional managers the last several years?", "speaker": "Steve Novick" }, { "id": "cue-748", "start": 6257.272, "end": 6260.433, "text": "And what about those 50 people that supervise fewer than a few people?", "speaker": "Steve Novick" }, { "id": "cue-749", "start": 6260.497, "end": 6261.99, "text": "I think that's critically important.", "speaker": "Steve Novick" }, { "id": "cue-750", "start": 6263.37, "end": 6290.48, "text": "Also, I was pleased to see I just wanted to put in a plug that I think that every year we should review that every— everything that we're spending one-time funding on and have a serious conversation about, do we really think this is one-time, or— and we're prepared to let it go when the one-time funding runs out, or do we think that we're probably going to want to keep this and have to compete with other things in the budget that right now are not listed as one-time?", "speaker": "Steve Novick" }, { "id": "cue-751", "start": 6290.529, "end": 6290.897, "text": "I think that's a great point.", "speaker": "Steve Novick" }, { "id": "cue-752", "start": 6295.866, "end": 6295.995, "text": "Great.", "speaker": "Unidentified speaker" }, { "id": "cue-753", "start": 6296.269, "end": 6297.171, "text": "Yeah, thank you, Councilor.", "speaker": "Unidentified speaker" }, { "id": "cue-754", "start": 6297.235, "end": 6306.52, "text": "And I think what you just described in regard to one-time funding is exactly the intent, among the intents, of doing that additional elevated work.", "speaker": "Unidentified speaker" }, { "id": "cue-755", "start": 6306.843, "end": 6307.085, "text": "Thank you.", "speaker": "Unidentified speaker" }, { "id": "cue-756", "start": 6309.025, "end": 6310.092, "text": "Thank you, Councilor Novick.", "speaker": "Sameer Kanal" }, { "id": "cue-757", "start": 6310.14, "end": 6311.579, "text": "We'll go to Councilor Ryan, then Pearl Guinea.", "speaker": "Sameer Kanal" }, { "id": "cue-758", "start": 6312.01, "end": 6312.998, "text": "Thank you, Councilor Knoll.", "speaker": "Unidentified speaker" }, { "id": "cue-759", "start": 6313.079, "end": 6316.516, "text": "Thank you, Jonas, and your team, and all the volunteers who showed up today.", "speaker": "Unidentified speaker" }, { "id": "cue-760", "start": 6316.66, "end": 6319.297, "text": "To give us this work at this time.", "speaker": "Unidentified speaker" }, { "id": "cue-761", "start": 6319.993, "end": 6324.378, "text": "Just some context setting in the workgroup recommendation 1A.", "speaker": "Unidentified speaker" }, { "id": "cue-762", "start": 6324.928, "end": 6332.285, "text": "When they were studying, if you will, in their inquiry phase, did that include how much of— how far back did we go?", "speaker": "Unidentified speaker" }, { "id": "cue-763", "start": 6333.013, "end": 6335.583, "text": "Was it just the last year, last 2 years, or was it 10 years?", "speaker": "Unidentified speaker" }, { "id": "cue-764", "start": 6337.212, "end": 6338.309, "text": "No, that's a good question.", "speaker": "Unidentified speaker" }, { "id": "cue-765", "start": 6338.358, "end": 6344.601, "text": "I mean, we look back in most cases 5 to 10 years, or in some data cases even farther if we had that consistent data.", "speaker": "Unidentified speaker" }, { "id": "cue-766", "start": 6344.65, "end": 6348.117, "text": "I think it's good I think it's important to look back before 2020.", "speaker": "Unidentified speaker" }, { "id": "cue-767", "start": 6348.166, "end": 6350.248, "text": "2020 Is an anomaly, A.", "speaker": "Unidentified speaker" }, { "id": "cue-768", "start": 6350.621, "end": 6358.708, "text": "B, most people were more satisfied with the services of the city in 2015, if you will, in that era.", "speaker": "Unidentified speaker" }, { "id": "cue-769", "start": 6359.42, "end": 6365.364, "text": "So I think it's always important to look at why that was, like how much were we funding proportionally and such for each bureau.", "speaker": "Unidentified speaker" }, { "id": "cue-770", "start": 6365.413, "end": 6366.939, "text": "So that's why I asked that question.", "speaker": "Unidentified speaker" }, { "id": "cue-771", "start": 6367.068, "end": 6369.714, "text": "Thanks for understanding the intent with that.", "speaker": "Unidentified speaker" }, { "id": "cue-772", "start": 6369.864, "end": 6370.733, "text": "Thank you.", "speaker": "Unidentified speaker" }, { "id": "cue-773", "start": 6371.696, "end": 6376.075, "text": "Another context one is on staffing and structure.", "speaker": "Unidentified speaker" }, { "id": "cue-774", "start": 6378.404, "end": 6382.579, "text": "I think we often just look internally to our FTEs of the city.", "speaker": "Unidentified speaker" }, { "id": "cue-775", "start": 6383.43, "end": 6392.16, "text": "I think it's important that we look at how many of our bureaus partner, especially with the nonprofit partners, and how much is going there.", "speaker": "Unidentified speaker" }, { "id": "cue-776", "start": 6393.008, "end": 6399.779, "text": "And also to the course, the contracts, they tend to be More procurement around bricks and mortar and such.", "speaker": "Unidentified speaker" }, { "id": "cue-777", "start": 6399.859, "end": 6405.425, "text": "But I think that the public's wanting to see that accountability as well.", "speaker": "Unidentified speaker" }, { "id": "cue-778", "start": 6405.794, "end": 6414.537, "text": "Since I think if you look at a, like a 15-year look back, you'll see that proportionally a lot more money goes out to partners.", "speaker": "Unidentified speaker" }, { "id": "cue-779", "start": 6414.633, "end": 6416.061, "text": "Not a good or bad statement.", "speaker": "Unidentified speaker" }, { "id": "cue-780", "start": 6416.237, "end": 6418.082, "text": "It just, it's a what is.", "speaker": "Unidentified speaker" }, { "id": "cue-781", "start": 6418.227, "end": 6427.901, "text": "And I think it's important that as we look at where we were and where we are today and where we're going, that we have That makes sense?", "speaker": "Unidentified speaker" }, { "id": "cue-782", "start": 6429.2, "end": 6429.361, "text": "Yes.", "speaker": "Unidentified speaker" }, { "id": "cue-783", "start": 6429.553, "end": 6430.404, "text": "Yeah, Councilor, thank you.", "speaker": "Unidentified speaker" }, { "id": "cue-784", "start": 6431.302, "end": 6436.469, "text": "And then I had a theme of yellows that I couldn't believe weren't greens, and I couldn't wait to ask that.", "speaker": "Unidentified speaker" }, { "id": "cue-785", "start": 6436.581, "end": 6448.278, "text": "Then when I fast-forwarded to your very efficient but long presentation that you did a really good job on, I noticed that some of those same yellows were in your recommendations.", "speaker": "Unidentified speaker" }, { "id": "cue-786", "start": 6449.594, "end": 6460.577, "text": "And maybe I just want to underscore a few of them that they're actually The first one was prepare a report regarding current city revenues.", "speaker": "Unidentified speaker" }, { "id": "cue-787", "start": 6461.496, "end": 6465.58, "text": "And when that was yellow, I really couldn't understand why for the life of me.", "speaker": "Unidentified speaker" }, { "id": "cue-788", "start": 6466.062, "end": 6468.777, "text": "So I hope that that keeps moving towards a green.", "speaker": "Unidentified speaker" }, { "id": "cue-789", "start": 6469.371, "end": 6478.063, "text": "I think that I've experienced on this council that there's a level of confusion around that, that very basic idea.", "speaker": "Unidentified speaker" }, { "id": "cue-790", "start": 6478.111, "end": 6478.484, "text": "I think that's a good point.", "speaker": "Unidentified speaker" }, { "id": "cue-791", "start": 6478.66, "end": 6478.868, "text": "Yeah.", "speaker": "Unidentified speaker" }, { "id": "cue-792", "start": 6479.317, "end": 6482.508, "text": "About where revenue comes from and how that's flowing.", "speaker": "Unidentified speaker" }, { "id": "cue-793", "start": 6483.823, "end": 6506.239, "text": "On that same regard, I know the county is more dependent on revenues from property taxes, but when I continue to read about the deep devaluing of properties downtown and the foreclosure list, which is longer than anyone wants to talk about, that we really factor that into the equation.", "speaker": "Unidentified speaker" }, { "id": "cue-794", "start": 6507.387, "end": 6518.863, "text": "The cuts coming to county government based on that are going to be quite severe if we look at the Xs and Os that we've been accustomed to, and that has a large impact on our general fund as well.", "speaker": "Unidentified speaker" }, { "id": "cue-795", "start": 6520.428, "end": 6525.695, "text": "So I want to make sure that when we go into the budget season, we have eyes wide open about this.", "speaker": "Unidentified speaker" }, { "id": "cue-796", "start": 6526.389, "end": 6527.375, "text": "That makes sense?", "speaker": "Unidentified speaker" }, { "id": "cue-797", "start": 6528.72, "end": 6528.931, "text": "Yeah, yeah, yeah.", "speaker": "Unidentified speaker" }, { "id": "cue-798", "start": 6528.98, "end": 6530.183, "text": "Councilor, thank you for acknowledging that.", "speaker": "Unidentified speaker" }, { "id": "cue-799", "start": 6530.232, "end": 6539.289, "text": "If I can just responding to your question on the current revenues, Just to be clear that, A, the colors are an art, not a science here.", "speaker": "Unidentified speaker" }, { "id": "cue-800", "start": 6539.723, "end": 6553.153, "text": "And I indicated that item around revenue sources as yellow largely for the reason that Councilor Smith highlighted, which is I think there's a question to be determined about how deep does that go, right?", "speaker": "Unidentified speaker" }, { "id": "cue-801", "start": 6553.201, "end": 6555.303, "text": "So the yellow is not it's good, bad, or indifferent.", "speaker": "Unidentified speaker" }, { "id": "cue-802", "start": 6555.785, "end": 6564.627, "text": "The yellow is just, it's a little, there's some questions around, you know, how, what are the characteristics that we want to communicate and how gradient do we want to be?", "speaker": "Unidentified speaker" }, { "id": "cue-803", "start": 6564.707, "end": 6567.275, "text": "So I just want to be clear, it's the green.", "speaker": "Unidentified speaker" }, { "id": "cue-804", "start": 6567.324, "end": 6567.821, "text": "Yes, I agree.", "speaker": "Unidentified speaker" }, { "id": "cue-805", "start": 6567.982, "end": 6573.728, "text": "I agree with all of it, like the designation ones, which we had some civics lessons on this morning.", "speaker": "Unidentified speaker" }, { "id": "cue-806", "start": 6573.84, "end": 6583.551, "text": "But I think it's also really important that we look at the general fund bread and butter revenue, 'cause that's what's been dropping dramatically of late.", "speaker": "Unidentified speaker" }, { "id": "cue-807", "start": 6583.856, "end": 6595.932, "text": "Yeah, and to that point, the other just quick response I'd make is that we will have, I think, I don't know if it's been scheduled yet, but looking to have We have before the end of the year a work session or moment for conversation around the general fund forecast.", "speaker": "Unidentified speaker" }, { "id": "cue-808", "start": 6596.382, "end": 6604.624, "text": "And so that will be a moment to have dialogue about those realities that you're describing on the general fund side.", "speaker": "Unidentified speaker" }, { "id": "cue-809", "start": 6605.379, "end": 6612.61, "text": "The other ones I just wrote that on real quickly is when we looked at strategic planning to define core services and that remains yellow.", "speaker": "Unidentified speaker" }, { "id": "cue-810", "start": 6613.252, "end": 6617.574, "text": "Is that because, like, that seems to me It'd be a bright green one.", "speaker": "Unidentified speaker" }, { "id": "cue-811", "start": 6618.489, "end": 6619.838, "text": "And so is it yellow?", "speaker": "Unidentified speaker" }, { "id": "cue-812", "start": 6619.918, "end": 6620.657, "text": "Why is it yellow?", "speaker": "Unidentified speaker" }, { "id": "cue-813", "start": 6621.139, "end": 6625.892, "text": "Well, I think again, yellow does not indicate that it's, you know, should or should not do.", "speaker": "Unidentified speaker" }, { "id": "cue-814", "start": 6626.021, "end": 6631.4, "text": "It just means it's fuzzier how to proceed, right?", "speaker": "Unidentified speaker" }, { "id": "cue-815", "start": 6631.481, "end": 6633.488, "text": "Yeah, you're dealing with the 12 of us, so it's fuzzy.", "speaker": "Unidentified speaker" }, { "id": "cue-816", "start": 6633.648, "end": 6634.596, "text": "But the fact is—.", "speaker": "Unidentified speaker" }, { "id": "cue-817", "start": 6634.708, "end": 6635.383, "text": "No comment.", "speaker": "Unidentified speaker" }, { "id": "cue-818", "start": 6635.993, "end": 6641.148, "text": "The 12 of us are elected to be grownups that show up to try to figure that out, even if you don't agree with everybody all the time.", "speaker": "Unidentified speaker" }, { "id": "cue-819", "start": 6641.212, "end": 6643.669, "text": "So you need some guidance from the council on that.", "speaker": "Unidentified speaker" }, { "id": "cue-820", "start": 6644.013, "end": 6645.177, "text": "That's our responsibility.", "speaker": "Unidentified speaker" }, { "id": "cue-821", "start": 6645.226, "end": 6645.533, "text": "That's right.", "speaker": "Eric Zimmerman" }, { "id": "cue-822", "start": 6645.792, "end": 6650.305, "text": "And I know we had a take one on it, and I think, I hope we have a take two that goes a little bit deeper.", "speaker": "Unidentified speaker" }, { "id": "cue-823", "start": 6650.886, "end": 6655.31, "text": "I could see Raymond Lee so well now, 'cause I'm only 2 slots away from him.", "speaker": "Unidentified speaker" }, { "id": "cue-824", "start": 6655.439, "end": 6656.52, "text": "You're shaking, you're nodding.", "speaker": "Unidentified speaker" }, { "id": "cue-825", "start": 6657.118, "end": 6662.837, "text": "And so I look forward to your leadership helping us do that exercise this year in a new and improved manner.", "speaker": "Unidentified speaker" }, { "id": "cue-826", "start": 6664.381, "end": 6670.728, "text": "I hope data-driven on potential action, access, and identity, identify community data resources.", "speaker": "Unidentified speaker" }, { "id": "cue-827", "start": 6670.907, "end": 6671.804, "text": "We talk about that a lot.", "speaker": "Unidentified speaker" }, { "id": "cue-828", "start": 6672.673, "end": 6685.36, "text": "We continue to struggle in the government input, how much money we're spending for something as opposed to what the public wants, which is the outcomes of those investments.", "speaker": "Unidentified speaker" }, { "id": "cue-829", "start": 6686.006, "end": 6687.055, "text": "And we struggle with that.", "speaker": "Unidentified speaker" }, { "id": "cue-830", "start": 6687.458, "end": 6689.139, "text": "And then we move goalposts when we don't like it.", "speaker": "Unidentified speaker" }, { "id": "cue-831", "start": 6689.204, "end": 6690.158, "text": "And everyone's onto that.", "speaker": "Unidentified speaker" }, { "id": "cue-832", "start": 6690.287, "end": 6695.833, "text": "So I think we just need that type of transparency to our voters and taxpayers.", "speaker": "Unidentified speaker" }, { "id": "cue-833", "start": 6697.062, "end": 6698.796, "text": "I will end with I'll just end with one more.", "speaker": "Unidentified speaker" }, { "id": "cue-834", "start": 6698.845, "end": 6700.87, "text": "I have more, but I'm trying to pick one for time.", "speaker": "Unidentified speaker" }, { "id": "cue-835", "start": 6702.98, "end": 6710.705, "text": "The one that was yellow, the last one that I hope is green, is to refresh a coordinated citywide economic development strategy.", "speaker": "Unidentified speaker" }, { "id": "cue-836", "start": 6713.551, "end": 6726.639, "text": "I can't think of anything more important for us to be seen as hopefully going from the 80th out of 81 across the nation on where someone would wanna invest to going much higher.", "speaker": "Unidentified speaker" }, { "id": "cue-837", "start": 6727.787, "end": 6736.024, "text": "And I think one reason we could start to move up that ladder is if leadership shows that we actually have an economic development strategy.", "speaker": "Unidentified speaker" }, { "id": "cue-838", "start": 6736.521, "end": 6750.526, "text": "I think the body up here is really struggling with that, and there's partisan nipping at this, and it's getting in the way of how we can provide some clarity for the marketplace, which goes well beyond Portland.", "speaker": "Unidentified speaker" }, { "id": "cue-839", "start": 6751.103, "end": 6758.371, "text": "And I hope that we take some more time Um, to get more clear about what the dreamers of this city want this city to be.", "speaker": "Unidentified speaker" }, { "id": "cue-840", "start": 6759.045, "end": 6764.309, "text": "This was a city that was built upon a lot of creativity, innovation, and entrepreneurism.", "speaker": "Unidentified speaker" }, { "id": "cue-841", "start": 6764.678, "end": 6767.567, "text": "A lot of people that built small businesses that became larger.", "speaker": "Unidentified speaker" }, { "id": "cue-842", "start": 6768.193, "end": 6777.47, "text": "And right now, when I listen to people talk about their kids not moving back, their kids are now in their 30s, it's because they don't think Portland's a place that they can do that anymore.", "speaker": "Unidentified speaker" }, { "id": "cue-843", "start": 6777.903, "end": 6784.152, "text": "And so we have to We have to not allow that to be the story unless we want to be an isolated island in the rest of the nation.", "speaker": "Unidentified speaker" }, { "id": "cue-844", "start": 6784.521, "end": 6796.072, "text": "So I hope that we can really get down into those conversations, and I hope that the people that showed up in that group had some understanding of that.", "speaker": "Unidentified speaker" }, { "id": "cue-845", "start": 6796.377, "end": 6810.062, "text": "We had about half the people there, those that want money from the trough called government, and then we had a few that are generators of revenue, and I hope we continue to listen to those who generate revenue for the city so that they continue to want to do that here.", "speaker": "Unidentified speaker" }, { "id": "cue-846", "start": 6810.592, "end": 6817.191, "text": "I will always be a champion for trying to create more revenue for my hometown, and I wanted to make sure I got those out as I glanced through this.", "speaker": "Unidentified speaker" }, { "id": "cue-847", "start": 6817.512, "end": 6817.817, "text": "Thank you.", "speaker": "Unidentified speaker" }, { "id": "cue-848", "start": 6818.299, "end": 6818.941, "text": "Thank you, Councilor.", "speaker": "Unidentified speaker" }, { "id": "cue-849", "start": 6819.519, "end": 6820.772, "text": "Thanks, Councilor Ryan.", "speaker": "Sameer Kanal" }, { "id": "cue-850", "start": 6820.868, "end": 6824.416, "text": "Councilor Pirtle-Guinea, and then we'll go back to Councilor Green, actually.", "speaker": "Sameer Kanal" }, { "id": "cue-851", "start": 6824.978, "end": 6829.153, "text": "You're going back to Councilor Green first, or should— okay, thank you.", "speaker": "Unidentified speaker" }, { "id": "cue-852", "start": 6829.217, "end": 6830.068, "text": "I missed the word then.", "speaker": "Unidentified speaker" }, { "id": "cue-853", "start": 6832.525, "end": 6835.884, "text": "First off, thank you for convening this group.", "speaker": "Unidentified speaker" }, { "id": "cue-854", "start": 6835.964, "end": 6837.185, "text": "Thank you for putting in the work.", "speaker": "Unidentified speaker" }, { "id": "cue-855", "start": 6837.266, "end": 6845.798, "text": "I know this is something that we talked about a lot over the first year that we were all here, and it's great to see some tangible items come out of it.", "speaker": "Unidentified speaker" }, { "id": "cue-856", "start": 6845.927, "end": 6863.929, "text": "And thank you to Councilor Zimmerman and Green for really shepherding this through and making sure that, um, you were able to both hear what, uh, the other folks on that group were saying and bring that to us and also kind of read the tea leaves on how you thought we might react to things and bring that into the group.", "speaker": "Unidentified speaker" }, { "id": "cue-857", "start": 6865.78, "end": 6872.192, "text": "Jonas, I had a couple of questions as you went through this, and it, it felt like there was a lot here.", "speaker": "Unidentified speaker" }, { "id": "cue-858", "start": 6872.321, "end": 6874.555, "text": "The way you divided it out is really helpful.", "speaker": "Unidentified speaker" }, { "id": "cue-859", "start": 6876.758, "end": 6884.805, "text": "There's also a lot that I think we need to dig in on where there are some policy choices, and so I have some questions about how how we get to those policy choices.", "speaker": "Unidentified speaker" }, { "id": "cue-860", "start": 6884.918, "end": 6895.984, "text": "But the first thing that I would love to hear a little bit about is how this fits with the other conversation we're having, which is we need to change our budgeting process.", "speaker": "Unidentified speaker" }, { "id": "cue-861", "start": 6896.145, "end": 6898.49, "text": "We need to make sure that there's more transparency.", "speaker": "Unidentified speaker" }, { "id": "cue-862", "start": 6898.635, "end": 6902.393, "text": "We want some of those processes backed up and to look differently.", "speaker": "Unidentified speaker" }, { "id": "cue-863", "start": 6902.73, "end": 6909.155, "text": "I've asked for us to have a tool that allows for more engagement from Portlanders in the budget development process.", "speaker": "Unidentified speaker" }, { "id": "cue-864", "start": 6910.2, "end": 6928.065, "text": "So how does this work, which I think you rightfully pointed out says CFO and CBO all over the lead column, fit with that less long-range look work that we have also asked you to do?", "speaker": "Unidentified speaker" }, { "id": "cue-865", "start": 6928.933, "end": 6931.037, "text": "And how are you balancing those 2 things?", "speaker": "Unidentified speaker" }, { "id": "cue-866", "start": 6931.182, "end": 6935.199, "text": "What should we expect in terms of trade-offs in the timing of getting both of those done?", "speaker": "Unidentified speaker" }, { "id": "cue-867", "start": 6935.247, "end": 6935.809, "text": "Thank you, Councilor Loretta Smith.", "speaker": "Unidentified speaker" }, { "id": "cue-868", "start": 6936.805, "end": 6938.459, "text": "Yeah, Councilor, thank you for the question.", "speaker": "Unidentified speaker" }, { "id": "cue-869", "start": 6938.716, "end": 6957.684, "text": "Um, and, um, yeah, so certainly these actions were developed with, um, awareness, in some cases deep awareness, in the example of budget process, in other cases more, uh, um, less active awareness of lots of activities that are going on around the city around improvements.", "speaker": "Unidentified speaker" }, { "id": "cue-870", "start": 6957.765, "end": 6974.729, "text": "And so, um, largely the, the time frames that are identified here Um, the, um, our artful decision about what, what color dot to indicate, um, the leads, those were identified with some knowledge of those other overlapping efforts.", "speaker": "Unidentified speaker" }, { "id": "cue-871", "start": 6975.386, "end": 6985.625, "text": "Um, I mean, there is a very— there is a specific item, uh, implement budget development process improvements, um, that I would say encompasses all of that that we've talked about previously in the work session.", "speaker": "Unidentified speaker" }, { "id": "cue-872", "start": 6985.738, "end": 6987.58, "text": "Obviously, they're kind of overlapping, um, efforts.", "speaker": "Unidentified speaker" }, { "id": "cue-873", "start": 6987.853, "end": 6988.077, "text": "Thank you.", "speaker": "Angelita Morillo" }, { "id": "cue-874", "start": 6989.972, "end": 7002.561, "text": "But my expectation in the context of this action plan would be that all of those budget process improvements that we've talked about previously and are in motion are embedded within this work.", "speaker": "Unidentified speaker" }, { "id": "cue-875", "start": 7004.505, "end": 7004.602, "text": "Okay.", "speaker": "Unidentified speaker" }, { "id": "cue-876", "start": 7005.234, "end": 7008.345, "text": "Near term, the dates are right, we can do everything.", "speaker": "Unidentified speaker" }, { "id": "cue-877", "start": 7009.252, "end": 7017.053, "text": "Medium, long term, the things that are on that crisis response list, we might need to start thinking about some Is that a fair way to interpret what you just said?", "speaker": "Unidentified speaker" }, { "id": "cue-878", "start": 7018.397, "end": 7022.025, "text": "With one minor caveat, I would say we can, we can try our damnedest.", "speaker": "Unidentified speaker" }, { "id": "cue-879", "start": 7023.434, "end": 7024.665, "text": "Perfectly reasonable.", "speaker": "Unidentified speaker" }, { "id": "cue-880", "start": 7026.528, "end": 7048.459, "text": "So on that second list, the crisis response list, where we get into needing to think about some timing trade-offs, are these things that if you don't hear concern from us, we should consider Assumed things that you are going to do, or are these things where you are waiting for direction from council to put them in motion?", "speaker": "Unidentified speaker" }, { "id": "cue-881", "start": 7049.213, "end": 7050.626, "text": "That's a great question.", "speaker": "Unidentified speaker" }, { "id": "cue-882", "start": 7050.738, "end": 7056.887, "text": "I mean, my assumption is that, and frankly my recommendation is, we need to do these things.", "speaker": "Unidentified speaker" }, { "id": "cue-883", "start": 7057.385, "end": 7066.279, "text": "And so unless I hear from any point of authority, absolutely do not do this, I would intend that these carry forward.", "speaker": "Unidentified speaker" }, { "id": "cue-884", "start": 7067.36, "end": 7072.536, "text": "Okay, and that's through the crisis response and stabilization lists both?", "speaker": "Unidentified speaker" }, { "id": "cue-885", "start": 7073.522, "end": 7074.412, "text": "Yeah, I think so.", "speaker": "Unidentified speaker" }, { "id": "cue-886", "start": 7074.493, "end": 7082.212, "text": "And I would even argue, I mean, largely into the future actions to the extent that those are implementable.", "speaker": "Unidentified speaker" }, { "id": "cue-887", "start": 7083.34, "end": 7101.877, "text": "Okay, I want to note that I do agree with Councilor Clark that audit city facilities piece, we've had a number of conversations amongst this body about the importance of understanding our assets better and what we would need to do to address asset management in a more holistic way.", "speaker": "Unidentified speaker" }, { "id": "cue-888", "start": 7101.925, "end": 7109.729, "text": "I know there's work already happening there, but this piece around auditing our city facilities feels like an important part of that.", "speaker": "Unidentified speaker" }, { "id": "cue-889", "start": 7110.5, "end": 7119.523, "text": "And so however we can make sure that that is part of the work that's moving forward, you know, not the immediate, not the now, Thank you.", "speaker": "Unidentified speaker" }, { "id": "cue-890", "start": 7119.651, "end": 7134.689, "text": "I think that's a really important piece for stabilizing not just our near-term finances, but our assets and our longer-term responsibilities as well.", "speaker": "Unidentified speaker" }, { "id": "cue-891", "start": 7135.701, "end": 7152.981, "text": "I also just want to note on the revenue piece, I think it is really important to have those Identifications of revenue, prospective and current revenue sources on the crisis response list.", "speaker": "Unidentified speaker" }, { "id": "cue-892", "start": 7154.575, "end": 7176.35, "text": "I want to make sure that whatever we identify as a potential prospective revenue source is not limited to what we can do in the near term, but also goes through a filter of what the What the possibility is there and what the impact is.", "speaker": "Unidentified speaker" }, { "id": "cue-893", "start": 7177.087, "end": 7189.554, "text": "I believe Councilor Murillo talked about being aware of regressive policies moving forward, and I think there are some really important screens we need to put on that piece before we get too far.", "speaker": "Unidentified speaker" }, { "id": "cue-894", "start": 7189.618, "end": 7194.506, "text": "So I think that the report, the identification, great to see that on a near-term list.", "speaker": "Unidentified speaker" }, { "id": "cue-895", "start": 7194.586, "end": 7195.579, "text": "I don't want to rush it.", "speaker": "Unidentified speaker" }, { "id": "cue-896", "start": 7195.66, "end": 7200.845, "text": "I don't want us to move faster than we can evaluate things though that come out of that report.", "speaker": "Unidentified speaker" }, { "id": "cue-897", "start": 7204.165, "end": 7207.356, "text": "I hope we get more time to give you feedback on each individual thing.", "speaker": "Unidentified speaker" }, { "id": "cue-898", "start": 7207.549, "end": 7217.835, "text": "I don't want to go deep into all of these right now, but wanted to get a little more information there about what you were looking at in terms of the timeline.", "speaker": "Unidentified speaker" }, { "id": "cue-899", "start": 7219.7, "end": 7251.879, "text": "I also will just pull out that piece around And I think it is really important if we move forward with some changes from what we've had in the past, that that position still stay within CBO and support us with the full knowledge and access to resources that the rest of the team within the budget office has so that we are operating from the same information that we have.", "speaker": "Unidentified speaker" }, { "id": "cue-900", "start": 7251.943, "end": 7252.055, "text": "Thank you.", "speaker": "Unidentified speaker" }, { "id": "cue-901", "start": 7252.12, "end": 7257.55, "text": "That the mayor is operating from, that the city administrator is operating from as we move forward.", "speaker": "Unidentified speaker" }, { "id": "cue-902", "start": 7258.22, "end": 7272.537, "text": "I actually think a lot of what you have before us gives us the opportunity to see our budget work as a centralized asset that serves the work of the administration, the executive, and council.", "speaker": "Unidentified speaker" }, { "id": "cue-903", "start": 7273.341, "end": 7284.391, "text": "And many of these changes could allow you all to be that central point of expertise for us as you look at what is the clearinghouse for budget information.", "speaker": "Unidentified speaker" }, { "id": "cue-904", "start": 7284.666, "end": 7285.83, "text": "That is one of those as well.", "speaker": "Unidentified speaker" }, { "id": "cue-905", "start": 7286.671, "end": 7295.279, "text": "And I hope that we maintain that as a central point again so that we are getting the same information that the other branches are receiving.", "speaker": "Unidentified speaker" }, { "id": "cue-906", "start": 7296.262, "end": 7296.439, "text": "Great.", "speaker": "Unidentified speaker" }, { "id": "cue-907", "start": 7296.536, "end": 7297.084, "text": "Thank you, Councilor.", "speaker": "Unidentified speaker" }, { "id": "cue-908", "start": 7297.165, "end": 7298.07, "text": "Thank you.", "speaker": "Unidentified speaker" }, { "id": "cue-909", "start": 7299.008, "end": 7299.719, "text": "Thank you, Councilor.", "speaker": "Sameer Kanal" }, { "id": "cue-910", "start": 7300.058, "end": 7302.596, "text": "We'll go to Councilor Green and then Council President Dunphy.", "speaker": "Sameer Kanal" }, { "id": "cue-911", "start": 7305.19, "end": 7306.106, "text": "Thank you, Councilor Kanal.", "speaker": "Unidentified speaker" }, { "id": "cue-912", "start": 7307.235, "end": 7307.595, "text": "Thanks again, Joan.", "speaker": "Unidentified speaker" }, { "id": "cue-913", "start": 7307.74, "end": 7307.98, "text": "Thank you.", "speaker": "Unidentified speaker" }, { "id": "cue-914", "start": 7308.237, "end": 7308.639, "text": "Thanks, Your Honor.", "speaker": "Steve Novick" }, { "id": "cue-915", "start": 7308.896, "end": 7312.011, "text": "This was a slog, but you laid out a lot of really important stuff.", "speaker": "Unidentified speaker" }, { "id": "cue-916", "start": 7312.107, "end": 7313.327, "text": "And thanks for kind of teeing up.", "speaker": "Unidentified speaker" }, { "id": "cue-917", "start": 7313.375, "end": 7318.497, "text": "And thanks to my colleagues for engaging with it with openness and, you know, I think productivity.", "speaker": "Unidentified speaker" }, { "id": "cue-918", "start": 7318.915, "end": 7319.943, "text": "That's really important.", "speaker": "Unidentified speaker" }, { "id": "cue-919", "start": 7321.083, "end": 7330.652, "text": "I just wanna pull out a few things that I thought about a lot during the process, and then I was glad to see are part of the sets of actions and themes that emerged.", "speaker": "Unidentified speaker" }, { "id": "cue-920", "start": 7330.797, "end": 7333.093, "text": "I wanna speak first to the span of control piece.", "speaker": "Unidentified speaker" }, { "id": "cue-921", "start": 7333.766, "end": 7341.012, "text": "Councilor Novick, thanks for— you brought that up multiple times that we need to have that discussion, and that's good.", "speaker": "Unidentified speaker" }, { "id": "cue-922", "start": 7341.06, "end": 7352.777, "text": "I just wanted to let you guys know that I, in my check-in with the city administrator just yesterday, I got an update on the state of play of the Green 7 budget note, which is doing some of that work.", "speaker": "Unidentified speaker" }, { "id": "cue-923", "start": 7353.402, "end": 7360.503, "text": "And that what the city administrator is going to do is go further than the positions that were envisioned in Green 7.", "speaker": "Unidentified speaker" }, { "id": "cue-924", "start": 7360.567, "end": 7360.647, "text": "Okay.", "speaker": "Steve Novick" }, { "id": "cue-925", "start": 7360.872, "end": 7363.657, "text": "And I'm really encouraged by the direction I'm seeing.", "speaker": "Unidentified speaker" }, { "id": "cue-926", "start": 7364.398, "end": 7373.973, "text": "And I think what Mr. Lee indicated was that the intention is to have that information and those learnings available as part of the City Administrator's Report.", "speaker": "Unidentified speaker" }, { "id": "cue-927", "start": 7374.022, "end": 7376.59, "text": "Do you want to say briefly any more than that on that?", "speaker": "Unidentified speaker" }, { "id": "cue-928", "start": 7378.318, "end": 7379.109, "text": "Yes, Councilor Green.", "speaker": "Unidentified speaker" }, { "id": "cue-929", "start": 7379.206, "end": 7408.758, "text": "As we continue to kind of look at overall kind of staffing, span of control, where we stand as an organization from a leadership capacity, And then we know as it relates to staffing, spending control, contracts, these are all things that we want to make sure that we do a fair analysis on and assessment of where we stand as a city and making sure that we're also providing that information to City Council as you are deliberating on the overall city budget.", "speaker": "Unidentified speaker" }, { "id": "cue-930", "start": 7409.913, "end": 7425.704, "text": "Within this report, as it relates to staffing, I would want to add some type I want to make sure that I'm providing a comprehensive analysis on what I see overall for the city, but also some recommendations as it relates to where there may be areas for improvement for us.", "speaker": "Unidentified speaker" }, { "id": "cue-931", "start": 7426.186, "end": 7434.792, "text": "Or if I'm saying, hey, the numbers are what they are, I would not recommend changing things in these areas, but maybe in this other area.", "speaker": "Unidentified speaker" }, { "id": "cue-932", "start": 7435.113, "end": 7441.263, "text": "But we just want to make sure that we're providing a comprehensive analysis of that to the council.", "speaker": "Unidentified speaker" }, { "id": "cue-933", "start": 7441.375, "end": 7446.547, "text": "But also, I want to make sure that I'm providing you my professional opinion on the matter as well.", "speaker": "Unidentified speaker" }, { "id": "cue-934", "start": 7447.463, "end": 7452.699, "text": "I appreciate that and look forward to seeing that, and we'll all be better off for it as we go into the next budget.", "speaker": "Unidentified speaker" }, { "id": "cue-935", "start": 7453.438, "end": 7461.583, "text": "So that's, you know, I think the thing is connecting to the next budget, but also with this longer view, which was the whole point of this stabilization exercise.", "speaker": "Unidentified speaker" }, { "id": "cue-936", "start": 7462.402, "end": 7465.679, "text": "I'll speak briefly to biennial budgeting.", "speaker": "Unidentified speaker" }, { "id": "cue-937", "start": 7466.82, "end": 7470.755, "text": "I agree, that's going to be probably one of the biggest, the toughest ones that we might want to tackle.", "speaker": "Unidentified speaker" }, { "id": "cue-938", "start": 7470.852, "end": 7473.359, "text": "And for that reason, it probably doesn't need to be the first.", "speaker": "Unidentified speaker" }, { "id": "cue-939", "start": 7473.825, "end": 7478.519, "text": "Like, we have other things that are low-hanging fruit that we want to address earlier on.", "speaker": "Unidentified speaker" }, { "id": "cue-940", "start": 7478.568, "end": 7482.572, "text": "So I support that being sort of not the highest priority.", "speaker": "Unidentified speaker" }, { "id": "cue-941", "start": 7483.412, "end": 7491.158, "text": "As somebody who is sort of advocating for biennial budget in those groups, I just want to make my own case.", "speaker": "Unidentified speaker" }, { "id": "cue-942", "start": 7494.18, "end": 7494.55, "text": "When—.", "speaker": "Steve Novick" }, { "id": "cue-943", "start": 7494.631, "end": 7499.579, "text": "I think that we need to move to 2-year rate-setting cycles for our water and sewer utilities.", "speaker": "Unidentified speaker" }, { "id": "cue-944", "start": 7500.777, "end": 7505.522, "text": "And our transportation utility fee kind of rate refresh.", "speaker": "Unidentified speaker" }, { "id": "cue-945", "start": 7505.895, "end": 7513.711, "text": "I think a 2-year biennium is appropriate for capital project-intensive utilities.", "speaker": "Unidentified speaker" }, { "id": "cue-946", "start": 7514.05, "end": 7525.38, "text": "And I think aligning a budget-setting process such that that's either in the off years you're considering the rate proposal or subsequent— or contemporaneously you're considering that, that helps Yeah.", "speaker": "Unidentified speaker" }, { "id": "cue-947", "start": 7525.429, "end": 7536.496, "text": "It helps us figure out how the rest of the enterprise interacts with those rate-funded bureaus, because there's not a clean delineation always, right?", "speaker": "Unidentified speaker" }, { "id": "cue-948", "start": 7537.73, "end": 7539.548, "text": "So that's kind of my main motivation.", "speaker": "Unidentified speaker" }, { "id": "cue-949", "start": 7539.645, "end": 7546.548, "text": "And also, it may be too difficult for us to do, and there's pros and cons to it, so I'm not going to die on that hill.", "speaker": "Unidentified speaker" }, { "id": "cue-950", "start": 7546.644, "end": 7557.859, "text": "But I do think, though, there's one area that we talked a lot about which I'm glad to see in here, which is sort of a refresh of our reserves policy, and that's one of your high priority actions.", "speaker": "Unidentified speaker" }, { "id": "cue-951", "start": 7558.71, "end": 7571.192, "text": "I think if we're going to think about biennial budgeting, it needs to be in the context of what other policies we'd adopt to make that workable, and the reserves policy is an inherent piece of that.", "speaker": "Unidentified speaker" }, { "id": "cue-952", "start": 7572.95, "end": 7573.855, "text": "I see Peter in the back.", "speaker": "Unidentified speaker" }, { "id": "cue-953", "start": 7574.179, "end": 7579.391, "text": "We're always talking about this, but really this is, you know, I know Peter's thinking about it right Right now.", "speaker": "Unidentified speaker" }, { "id": "cue-954", "start": 7580.323, "end": 7583.406, "text": "And forecasting our revenue, we know, we know BLT is volatile.", "speaker": "Unidentified speaker" }, { "id": "cue-955", "start": 7583.487, "end": 7584.884, "text": "It's a volatile source of our revenue.", "speaker": "Unidentified speaker" }, { "id": "cue-956", "start": 7586.362, "end": 7617.379, "text": "And so, you know, I support any methodology that allows us to have some certainty that our budgeted programs over a couple years that we want to say these are council's priorities, these are the mayor's priorities, this is, this is where the city should be going, that we're We're forecasting the revenue sufficient to meet that, but if we're having overages, like if there are tail years where you have like a really good year or a bad year, we're adopting a reserves policy that trims the volatility in those tails.", "speaker": "Unidentified speaker" }, { "id": "cue-957", "start": 7618.693, "end": 7622.298, "text": "There's a parallel conversation going on at the state right now vis-à-vis the kicker.", "speaker": "Unidentified speaker" }, { "id": "cue-958", "start": 7623.484, "end": 7629.83, "text": "And so I just think you can't control the market, and the market determines BLT.", "speaker": "Unidentified speaker" }, { "id": "cue-959", "start": 7630.391, "end": 7635.496, "text": "So what We can control our— what we assume for the BLT, I think, is kind of where I'm going with that.", "speaker": "Unidentified speaker" }, { "id": "cue-960", "start": 7637.14, "end": 7641.356, "text": "And we've already started— I mean, the city's already started going down a BLT stabilization road anyway.", "speaker": "Unidentified speaker" }, { "id": "cue-961", "start": 7641.453, "end": 7642.778, "text": "We did that in the last budget cycle.", "speaker": "Unidentified speaker" }, { "id": "cue-962", "start": 7642.826, "end": 7644.329, "text": "So I know we're heading that direction.", "speaker": "Unidentified speaker" }, { "id": "cue-963", "start": 7645.692, "end": 7651.463, "text": "I didn't want to miss an opportunity to uplift that revenue is actually a big topic that we talked about in this space.", "speaker": "Unidentified speaker" }, { "id": "cue-964", "start": 7651.737, "end": 7654.201, "text": "And that's going to be an area where a lot of people, I think, have tension.", "speaker": "Unidentified speaker" }, { "id": "cue-965", "start": 7655.064, "end": 7663.861, "text": "And revenue is both economic development, as Councilor Ryan is right to point out, but it's also our tax policy.", "speaker": "Unidentified speaker" }, { "id": "cue-966", "start": 7664.811, "end": 7682.365, "text": "And so in the memo that came from the CFO, as well as there was a memo from labor, from like I think every bargaining unit at the City of Portland during the budget cycle that laid out a series of suggestions and recommendations.", "speaker": "Unidentified speaker" }, { "id": "cue-967", "start": 7682.429, "end": 7683.52, "text": "I see Lori smiling I'm sorry.", "speaker": "Unidentified speaker" }, { "id": "cue-968", "start": 7683.52, "end": 7685.72, "text": "I'm sorry, I didn't mean to interrupt you, Councilor Stein, because you probably had a pen on that.", "speaker": "Unidentified speaker" }, { "id": "cue-969", "start": 7686.74, "end": 7694.98, "text": "There was one area that said let's revisit the CEO pay ratio tax, and that was also mentioned in the CFO's report.", "speaker": "Unidentified speaker" }, { "id": "cue-970", "start": 7694.98, "end": 7710, "text": "And I just want to let my colleagues know that Councilor Morillo and I today have introduced an update to that tax that we think is going to raise $72 million on average in new BLT revenue while providing relief to small businesses.", "speaker": "Unidentified speaker" }, { "id": "cue-971", "start": 7710, "end": 7718.776, "text": "So please Please check your email, you know, look for that to come to the Committee of the Whole on October 8th and let us know what you think.", "speaker": "Unidentified speaker" }, { "id": "cue-972", "start": 7719.483, "end": 7734.409, "text": "But I know that's a little out of sequence, but I think that if we don't try to do something to raise that revenue in the immediate term, then we are gonna be dealing with a cuts budget for 4 years.", "speaker": "Unidentified speaker" }, { "id": "cue-973", "start": 7734.907, "end": 7744.608, "text": "And I think continuing to make cuts And so just wanted to announce that.", "speaker": "Unidentified speaker" }, { "id": "cue-974", "start": 7745.367, "end": 7746.126, "text": "And I think I'll leave it there.", "speaker": "Unidentified speaker" }, { "id": "cue-975", "start": 7747.692, "end": 7748.419, "text": "Thank you, Councilor.", "speaker": "Unidentified speaker" }, { "id": "cue-976", "start": 7748.564, "end": 7757.328, "text": "And if I can just also maybe acknowledge a point that I don't know if you intentionally made, but it's a really, really good observation that I want to take a second to lean into.", "speaker": "Unidentified speaker" }, { "id": "cue-977", "start": 7758.263, "end": 7763.709, "text": "You know, you mentioned the importance of the revenue assessment and the revenue conversation.", "speaker": "Unidentified speaker" }, { "id": "cue-978", "start": 7763.83, "end": 7764.118, "text": "Yeah.", "speaker": "Steve Novick" }, { "id": "cue-979", "start": 7764.488, "end": 7768.373, "text": "Forecasting, budget process improvements, policy.", "speaker": "Unidentified speaker" }, { "id": "cue-980", "start": 7768.999, "end": 7772.948, "text": "The point is that they are all part of an ecosystem, right?", "speaker": "Unidentified speaker" }, { "id": "cue-981", "start": 7772.997, "end": 7779.563, "text": "And so while these are listed out as discrete actions, the reality is it's all extremely interactive.", "speaker": "Unidentified speaker" }, { "id": "cue-982", "start": 7780.061, "end": 7793.225, "text": "And so I just wanted to lean into that a little bit, that it is really hard to isolate any one of these without impacting and sort of forcing some conversation about many of them simultaneously.", "speaker": "Unidentified speaker" }, { "id": "cue-983", "start": 7794.059, "end": 7800.083, "text": "And that's also why they're sort of packaged largely in the way they are, to recognize that we have to do some of that work simultaneously.", "speaker": "Unidentified speaker" }, { "id": "cue-984", "start": 7800.131, "end": 7803.963, "text": "So thank you for kind of the opportunity to call that out.", "speaker": "Unidentified speaker" }, { "id": "cue-985", "start": 7804.729, "end": 7805.038, "text": "You're welcome.", "speaker": "Unidentified speaker" }, { "id": "cue-986", "start": 7805.136, "end": 7825.265, "text": "And I just wanted to, before I yield, because of that interactivity and because there's like an inherent connectedness between the reserves policy and our budget priorities and our revenue structure, the proposal that Councilor Morillo and I I— Morillo and I have filed will need to be supported by a reserves policy.", "speaker": "Unidentified speaker" }, { "id": "cue-987", "start": 7825.858, "end": 7837.75, "text": "Like, if we were to go down that road as a body, we would need to make sure that we're assuming and recognizing that the volatility in the BLT would be amplified, I think, by a change in the upper end of that surtax.", "speaker": "Unidentified speaker" }, { "id": "cue-988", "start": 7837.815, "end": 7840.174, "text": "And so don't want to sugarcoat that.", "speaker": "Unidentified speaker" }, { "id": "cue-989", "start": 7840.35, "end": 7850.144, "text": "I think that's, that's something that we need to wrestle with if we decide to, um, uh, increase our ability to pay for Thank you, Councilor Green.", "speaker": "Unidentified speaker" }, { "id": "cue-990", "start": 7850.498, "end": 7852.442, "text": "Council President Dunphy, followed by Councilor Zimmerman.", "speaker": "Sameer Kanal" }, { "id": "cue-991", "start": 7852.731, "end": 7853.117, "text": "Thank you.", "speaker": "Unidentified speaker" }, { "id": "cue-992", "start": 7855.093, "end": 7857.023, "text": "CFO Beery, thank you for this presentation today.", "speaker": "Unidentified speaker" }, { "id": "cue-993", "start": 7857.087, "end": 7858.311, "text": "Thank you for all the work that came into this.", "speaker": "Unidentified speaker" }, { "id": "cue-994", "start": 7858.456, "end": 7870.041, "text": "But colleagues, during the break, I actually— I learned some information that was not included here, and I think it would have actually helped inform my position throughout this work session.", "speaker": "Unidentified speaker" }, { "id": "cue-995", "start": 7871.513, "end": 7872.565, "text": "Today is Jonas's birthday.", "speaker": "Unidentified speaker" }, { "id": "cue-996", "start": 7873.233, "end": 7876.251, "text": "Oh, so happy birthday, Jonas.", "speaker": "Unidentified speaker" }, { "id": "cue-997", "start": 7876.7, "end": 7877.84, "text": "You're 21 years old.", "speaker": "Unidentified speaker" }, { "id": "cue-998", "start": 7877.888, "end": 7882.221, "text": "I hope your first legal beer is something pink and shiny from Dolly Parton Dance Center.", "speaker": "Unidentified speaker" }, { "id": "cue-999", "start": 7882.286, "end": 7886.17, "text": "You know, after, after being 21 for so many years, over and over and over, it gets better.", "speaker": "Unidentified speaker" }, { "id": "cue-1000", "start": 7886.234, "end": 7888.497, "text": "No, thank you, uh, uh, Council President.", "speaker": "Unidentified speaker" }, { "id": "cue-1001", "start": 7888.625, "end": 7896.714, "text": "Um, and, and just as a, um, local government CFO, right, what birthday present could be better than talking about financial stabilization with my friends?", "speaker": "Unidentified speaker" }, { "id": "cue-1002", "start": 7896.811, "end": 7897.565, "text": "So, so thank you.", "speaker": "Unidentified speaker" }, { "id": "cue-1003", "start": 7897.613, "end": 7901.584, "text": "The gift that keeps on Thank you.", "speaker": "Unidentified speaker" }, { "id": "cue-1004", "start": 7902.78, "end": 7904.978, "text": "He told me I had 2 sentences and I didn't know.", "speaker": "Sameer Kanal" }, { "id": "cue-1005", "start": 7905.124, "end": 7906.999, "text": "Yeah, all right, happy birthday.", "speaker": "Sameer Kanal" }, { "id": "cue-1006", "start": 7908.028, "end": 7909.125, "text": "Uh, Councilor Zimmerman.", "speaker": "Sameer Kanal" }, { "id": "cue-1007", "start": 7909.464, "end": 7912.336, "text": "I thought we were about to get hit with some surprise there, Dunphy.", "speaker": "Eric Zimmerman" }, { "id": "cue-1008", "start": 7912.674, "end": 7915.901, "text": "Um, all right, Barry, happy birthday.", "speaker": "Eric Zimmerman" }, { "id": "cue-1009", "start": 7916.143, "end": 7925.564, "text": "Um, I actually think, colleagues, it is interesting to hear that both Councilor Green and I, uh, are reacting somewhat positively to the idea of a biennial budget.", "speaker": "Eric Zimmerman" }, { "id": "cue-1010", "start": 7925.788, "end": 7931.494, "text": "And so I want to lift that up because it's one of those ideas that is a big lift.", "speaker": "Eric Zimmerman" }, { "id": "cue-1011", "start": 7932.119, "end": 7933.962, "text": "You've heard concerns from our CFO.", "speaker": "Eric Zimmerman" }, { "id": "cue-1012", "start": 7934.539, "end": 7936.35, "text": "Within the workgroup, there were concerns.", "speaker": "Eric Zimmerman" }, { "id": "cue-1013", "start": 7937.023, "end": 7941.398, "text": "And at the same time, it did continue to at least have, I'll say, baby legs.", "speaker": "Eric Zimmerman" }, { "id": "cue-1014", "start": 7942.536, "end": 7948.659, "text": "I do want to offer up, just because I think I might be one of the only ones who have worked in a municipality that has had one of these, right?", "speaker": "Eric Zimmerman" }, { "id": "cue-1015", "start": 7949.108, "end": 7953.9, "text": "And while I wasn't sure I liked it when I was a deputy city manager in a city Yes.", "speaker": "Eric Zimmerman" }, { "id": "cue-1016", "start": 7953.949, "end": 7979.921, "text": "With a biennial, there is an attractiveness given the host of the topics that you saw laid out today and a timeline that is not supportive of achieving all of those topics necessarily, that I actually think some of the get ahead of it work, um, may be more achievable if you're not constantly moving into budget adopted, now budget prep mode.", "speaker": "Eric Zimmerman" }, { "id": "cue-1017", "start": 7980.258, "end": 7993.434, "text": "And so I do offer that as it's— I think this is one of the things that's nice about this work group, which is there were some hard stuff put up there that is worthy of intellectual debate and where we could go.", "speaker": "Eric Zimmerman" }, { "id": "cue-1018", "start": 7993.675, "end": 8001.131, "text": "And at the city level, in one of the cities that I've worked in, I will say it was pretty good.", "speaker": "Eric Zimmerman" }, { "id": "cue-1019", "start": 8001.645, "end": 8006.76, "text": "And I was surprised that it was pretty good, having come from 2 municipalities where we were very Thank you.", "speaker": "Eric Zimmerman" }, { "id": "cue-1020", "start": 8008.136, "end": 8009.512, "text": "So I do offer that up.", "speaker": "Eric Zimmerman" }, { "id": "cue-1021", "start": 8010.241, "end": 8025.64, "text": "And then the overall, what I'm looking at this for is what I've appreciated is the buckets and the umbrella is kind of the words I keep using and the classification of different items.", "speaker": "Eric Zimmerman" }, { "id": "cue-1022", "start": 8027.295, "end": 8032.48, "text": "What I'm taking as this is happening is that there are going to be some things in here that when I think that's a fair point.", "speaker": "Eric Zimmerman" }, { "id": "cue-1023", "start": 8032.48, "end": 8043.73, "text": "But I think when you peel back the onion a little bit and understand what they mean in the specifics, there's going to be some sacrifices to either the level of service or the type of program.", "speaker": "Eric Zimmerman" }, { "id": "cue-1024", "start": 8044.62, "end": 8048.43, "text": "And I guess I'm signaling that I'm ready for some of that will come forward.", "speaker": "Eric Zimmerman" }, { "id": "cue-1025", "start": 8048.54, "end": 8059.8, "text": "And I also plan to take a look at when it comes to amendments or it comes to things that the administration proposes in the new budget, pilot programs, those types of things.", "speaker": "Eric Zimmerman" }, { "id": "cue-1026", "start": 8059.8, "end": 8080.763, "text": "I guess I'm going to hold this up as kind of like where would this fit within the scope of what this group put forward to help me evaluate a little bit more on the administrative, more of a should it happen, not can it happen.", "speaker": "Eric Zimmerman" }, { "id": "cue-1027", "start": 8081.18, "end": 8082.514, "text": "And that helps me.", "speaker": "Eric Zimmerman" }, { "id": "cue-1028", "start": 8083.285, "end": 8092.662, "text": "I think that the first 2 years of this government could largely for me be signaled at We passed a lot of things that we care about, or we signaled a lot of things that we care about.", "speaker": "Eric Zimmerman" }, { "id": "cue-1029", "start": 8092.726, "end": 8106.43, "text": "And part of the job, having done it for so long as a staffer, as an administrator, and now as an elected, is there's also a patience for the things you care about because not everything can be achieved in the first fell swoop.", "speaker": "Eric Zimmerman" }, { "id": "cue-1030", "start": 8106.526, "end": 8115.592, "text": "And so there are going to be some good ideas that maybe don't fit into alignment with this, and I will be kind of using this maybe as cover Yes.", "speaker": "Eric Zimmerman" }, { "id": "cue-1031", "start": 8115.769, "end": 8123.505, "text": "To say, you know, maybe not this year because that doesn't really fit with our year 1, year 2, or year 3 aspect of the mitigation plan.", "speaker": "Eric Zimmerman" }, { "id": "cue-1032", "start": 8123.553, "end": 8125.607, "text": "So just signaling that for folks.", "speaker": "Eric Zimmerman" }, { "id": "cue-1033", "start": 8125.928, "end": 8131.578, "text": "And again, I, as one of the people who was in the room for all this, I'm not going to debate too much of it.", "speaker": "Eric Zimmerman" }, { "id": "cue-1034", "start": 8131.626, "end": 8143.625, "text": "I'm really kind of— I'm taking notes for what everybody's saying, but appreciate that I think everybody's coming to this fairly intellectually and open to the ideas and the volunteers, uh, work.", "speaker": "Eric Zimmerman" }, { "id": "cue-1035", "start": 8143.725, "end": 8144.29, "text": "So thank you.", "speaker": "Eric Zimmerman" }, { "id": "cue-1036", "start": 8147.201, "end": 8148.07, "text": "Thanks, Councilor Zimmerman.", "speaker": "Sameer Kanal" }, { "id": "cue-1037", "start": 8148.183, "end": 8150.696, "text": "I'm next in the queue, and I'm, uh, last in the queue.", "speaker": "Sameer Kanal" }, { "id": "cue-1038", "start": 8150.761, "end": 8155.432, "text": "So folks, if you have other things, please feel free, especially if you haven't used your, your full time to, to do so.", "speaker": "Sameer Kanal" }, { "id": "cue-1039", "start": 8156.221, "end": 8156.978, "text": "Um, thanks, Jonas.", "speaker": "Sameer Kanal" }, { "id": "cue-1040", "start": 8157.042, "end": 8158.507, "text": "Thanks to everybody who was on the working group.", "speaker": "Sameer Kanal" }, { "id": "cue-1041", "start": 8158.572, "end": 8164.368, "text": "I particularly want to shout out, uh, Noah Bernstein, D2 small business owner, uh, in addition to making a mean bagel at Bernstein's.", "speaker": "Sameer Kanal" }, { "id": "cue-1042", "start": 8164.513, "end": 8166.407, "text": "Uh, also thank you for, for volunteering here.", "speaker": "Sameer Kanal" }, { "id": "cue-1043", "start": 8167.023, "end": 8176.784, "text": "Um, I also think that it— I'd like to see more small business owners involved in this, and I understand that I know that makes it hard to schedule these sorts of things, um, and I know it's hard to just include more folks.", "speaker": "Sameer Kanal" }, { "id": "cue-1044", "start": 8176.848, "end": 8187.777, "text": "I think that's something that everybody who's not in that line of work and hasn't been, um, in the past, uh, it's good for everyone to experience that because it's hard to schedule as a small business person.", "speaker": "Sameer Kanal" }, { "id": "cue-1045", "start": 8188.387, "end": 8192.753, "text": "Um, I also want to start by saying I agree generally with the, the first points that Councilor Ryan was making there.", "speaker": "Sameer Kanal" }, { "id": "cue-1046", "start": 8192.817, "end": 8204.646, "text": "I think the first 3 were looking back 10 to 15 years, looking at money going out to orgs, nonprofits, as well as private businesses, and then on the importance of revenue report, as well as what he said about digging deep into the bread and butter revenue.", "speaker": "Sameer Kanal" }, { "id": "cue-1047", "start": 8205.657, "end": 8210.922, "text": "Not just, you know, you can go there quicker than to all the other little sources.", "speaker": "Sameer Kanal" }, { "id": "cue-1048", "start": 8211.58, "end": 8214.116, "text": "And then I also want to partially agree about the economic development strategy.", "speaker": "Sameer Kanal" }, { "id": "cue-1049", "start": 8214.164, "end": 8220.311, "text": "One thing I haven't heard much of that we talked about Prosper, but I think that should be something on the elected side.", "speaker": "Sameer Kanal" }, { "id": "cue-1050", "start": 8220.408, "end": 8225.737, "text": "I'd like to hear the mayor's economic development goals because I haven't, outside of commercial real estate, I haven't heard anything about that.", "speaker": "Sameer Kanal" }, { "id": "cue-1051", "start": 8225.785, "end": 8225.897, "text": "Thank you.", "speaker": "Sameer Kanal" }, { "id": "cue-1052", "start": 8226.042, "end": 8226.25, "text": "That.", "speaker": "Sameer Kanal" }, { "id": "cue-1053", "start": 8226.988, "end": 8229.842, "text": "So I think that's a worthwhile thing to, to talk about.", "speaker": "Sameer Kanal" }, { "id": "cue-1054", "start": 8230.756, "end": 8236.914, "text": "Getting into the recommendations, I really appreciate the advocacy for avoiding a regressive tax structure.", "speaker": "Sameer Kanal" }, { "id": "cue-1055", "start": 8237.972, "end": 8249.71, "text": "On the developing policy guidance, I'll just echo what— and values, I'll echo what my colleagues have said about that being more our wheelhouse and a 2.0 of our strategic priority settings seeming to be the best way to do that.", "speaker": "Sameer Kanal" }, { "id": "cue-1056", "start": 8250.399, "end": 8253.35, "text": "On 1B, I really want to uplift the one-time resource Yes.", "speaker": "Sameer Kanal" }, { "id": "cue-1057", "start": 8253.766, "end": 8261.875, "text": "Uh, piece, uh, we, we continue to have, um, a problem with programs maintained as the funding drops off the balance sheet.", "speaker": "Sameer Kanal" }, { "id": "cue-1058", "start": 8262.195, "end": 8268.012, "text": "And so it's that year 2 problem when year 1 revenue, uh, goes away but the program continues.", "speaker": "Sameer Kanal" }, { "id": "cue-1059", "start": 8268.909, "end": 8279.389, "text": "Um, appreciate everything you said about aligning things to, uh, community outcomes, and I think this is where maybe the new citywide performance, uh, position and office are, are going to be very helpful.", "speaker": "Sameer Kanal" }, { "id": "cue-1060", "start": 8280.691, "end": 8299.888, "text": "As it relates to analytical support, I think this is the place to talk about a legislative budget office, a legislative budget, you know, staff, really about not having the same source of analysis that led to the mayor's budget if that's going to try to inform us potentially changing it.", "speaker": "Sameer Kanal" }, { "id": "cue-1061", "start": 8301.093, "end": 8303.631, "text": "And so I think that independence is really vital for this.", "speaker": "Sameer Kanal" }, { "id": "cue-1062", "start": 8305.254, "end": 8311.176, "text": "On the piece about regional coordination, I really appreciate the thing about IGA templates.", "speaker": "Sameer Kanal" }, { "id": "cue-1063", "start": 8312.9, "end": 8318.683, "text": "I love the idea of making that more transparent for potential partners, for the public, and to council as well.", "speaker": "Sameer Kanal" }, { "id": "cue-1064", "start": 8319.296, "end": 8329.006, "text": "And also to ensure that the template includes clear, at least a default of clear opt-outs and regular cycles and cadences for renegotiation of terms as needed.", "speaker": "Sameer Kanal" }, { "id": "cue-1065", "start": 8329.76, "end": 8338.515, "text": "Some of these things that we get into, especially these 25-year deals, at least having a place where we can And say at this stage along the way, here's a place to revisit this.", "speaker": "Sameer Kanal" }, { "id": "cue-1066", "start": 8340.283, "end": 8341.603, "text": "The state piece is great.", "speaker": "Sameer Kanal" }, { "id": "cue-1067", "start": 8341.651, "end": 8342.328, "text": "I think I agree.", "speaker": "Sameer Kanal" }, { "id": "cue-1068", "start": 8342.537, "end": 8347.818, "text": "I think everybody said that they support the idea of going down to the state and talking about at least Measure 5 and 50.", "speaker": "Sameer Kanal" }, { "id": "cue-1069", "start": 8348.317, "end": 8351.522, "text": "I appreciate that the kicker was also mentioned in a later slide.", "speaker": "Sameer Kanal" }, { "id": "cue-1070", "start": 8353.807, "end": 8364.702, "text": "On our internal piece, the span of control, and I'd also add degrees of separation in terms of layers of management, are things that I'm really interested in involving frontline workers and Efforts, as mentioned there too.", "speaker": "Sameer Kanal" }, { "id": "cue-1071", "start": 8365.536, "end": 8375.348, "text": "My intention is to bring that discussion, which has been on our unscheduled, uh, to the Committee of the Whole in probably December at the rate we're going, um, the first week or second week in there.", "speaker": "Sameer Kanal" }, { "id": "cue-1072", "start": 8375.941, "end": 8378.218, "text": "Um, so just wanted to flag that.", "speaker": "Sameer Kanal" }, { "id": "cue-1073", "start": 8378.346, "end": 8385.577, "text": "And then I thought there was a lot to dig into in the other related actions section, and I really appreciate you bringing that up.", "speaker": "Sameer Kanal" }, { "id": "cue-1074", "start": 8386.443, "end": 8397.336, "text": "Um, budget advisory committees, loved everything in there, but did want to make sure that council's involved in that as one of the leads I do think this is a place where it's, it's, we need the same input from the community.", "speaker": "Sameer Kanal" }, { "id": "cue-1075", "start": 8397.77, "end": 8401.912, "text": "And what Councilor Perlogini was talking about with access to information applies to community input too.", "speaker": "Sameer Kanal" }, { "id": "cue-1076", "start": 8403.133, "end": 8406.697, "text": "Economic development strategy, same idea, not just Prosper.", "speaker": "Sameer Kanal" }, { "id": "cue-1077", "start": 8406.745, "end": 8409.154, "text": "I think both mayor and council are a part of that.", "speaker": "Sameer Kanal" }, { "id": "cue-1078", "start": 8409.636, "end": 8414.501, "text": "I've been waiting on anything that's not commercial real estate related from them as well.", "speaker": "Sameer Kanal" }, { "id": "cue-1079", "start": 8415.448, "end": 8417.102, "text": "So would love to have that.", "speaker": "Sameer Kanal" }, { "id": "cue-1080", "start": 8417.584, "end": 8418.033, "text": "Thank you.", "speaker": "Sameer Kanal" }, { "id": "cue-1081", "start": 8419.089, "end": 8426.841, "text": "I appreciate what Council Vice President Clark and somebody else, I can't remember who, sorry, said about the footprint and reducing the footprint of city buildings.", "speaker": "Sameer Kanal" }, { "id": "cue-1082", "start": 8428.84, "end": 8433.91, "text": "This has been something that has come up in a couple of the, like, contracts when we're replacing a location with a new place.", "speaker": "Sameer Kanal" }, { "id": "cue-1083", "start": 8433.975, "end": 8438.719, "text": "I think we did this for the community safety folks recently, and I really am supportive of it.", "speaker": "Sameer Kanal" }, { "id": "cue-1084", "start": 8438.816, "end": 8446.704, "text": "I just want to make sure that I'm putting on the record here that we're not just prioritizing our budget, but also the geographical reach of city buildings.", "speaker": "Sameer Kanal" }, { "id": "cue-1085", "start": 8446.882, "end": 8447.14, "text": "Thank you.", "speaker": "Sameer Kanal" }, { "id": "cue-1086", "start": 8448.232, "end": 8458.201, "text": "For example, if we were— if the next leases that are up are the buildings we have in D1, I think we should keep in mind that we need a presence in East Portland too, kind of thing.", "speaker": "Sameer Kanal" }, { "id": "cue-1087", "start": 8459.055, "end": 8462.55, "text": "I know that that's something that's already on the radar, but I wanted to mention that.", "speaker": "Sameer Kanal" }, { "id": "cue-1088", "start": 8463.486, "end": 8472.468, "text": "This is also really important for things like fire stations and community centers, which already have a disproportionate infrequency on the east side.", "speaker": "Sameer Kanal" }, { "id": "cue-1089", "start": 8472.532, "end": 8472.709, "text": "Thank you.", "speaker": "Sameer Kanal" }, { "id": "cue-1090", "start": 8475.018, "end": 8481.067, "text": "Okay, um, I wanted to follow up with both you and, uh, City Administrator Lee.", "speaker": "Sameer Kanal" }, { "id": "cue-1091", "start": 8481.179, "end": 8483.57, "text": "There's a piece on collect and share bureau innovations.", "speaker": "Sameer Kanal" }, { "id": "cue-1092", "start": 8483.987, "end": 8488.945, "text": "A while ago I asked about, is there a place to suggest— for employees to suggest things anonymously?", "speaker": "Sameer Kanal" }, { "id": "cue-1093", "start": 8489.635, "end": 8496.615, "text": "So it's not just what's already been implemented at the bureaus being shared, which is vital, but also the ideas that maybe never have had the chance to be tried.", "speaker": "Sameer Kanal" }, { "id": "cue-1094", "start": 8497.385, "end": 8504.461, "text": "Um, and I, I know that was something that CA Lee had expressed some interest And has anything— has there been any progress yet on that?", "speaker": "Sameer Kanal" }, { "id": "cue-1095", "start": 8505.344, "end": 8505.873, "text": "Not yet.", "speaker": "Unidentified speaker" }, { "id": "cue-1096", "start": 8506.21, "end": 8532.165, "text": "I think part of the conversation that we'll have as I get some of these other roles in the organization is— and strategy change management is really taking a look at that and how do we set something up that when people are bringing ideas is something that we can actually have an evaluation process on just a capacity and bandwidth with thing right now is reason why we haven't been able to really just pick up strides with it yet.", "speaker": "Unidentified speaker" }, { "id": "cue-1097", "start": 8533.901, "end": 8534.594, "text": "I appreciate that.", "speaker": "Sameer Kanal" }, { "id": "cue-1098", "start": 8536.625, "end": 8546.954, "text": "Um, I like that how you reconfigured everything into sort of waves, uh, in those sort of slide 36 and on, and I, I appreciate that a lot.", "speaker": "Sameer Kanal" }, { "id": "cue-1099", "start": 8547.582, "end": 8558.042, "text": "The, the pieces I wanted to highlight here that I haven't already mentioned are, um, The court community engagement piece is in addition to just the budget advisory piece.", "speaker": "Sameer Kanal" }, { "id": "cue-1100", "start": 8558.138, "end": 8566.539, "text": "I think we have an opportunity now with, to, with the staffing changes there to reconsider how engagement lives in the city org chart.", "speaker": "Sameer Kanal" }, { "id": "cue-1101", "start": 8566.972, "end": 8568.418, "text": "I really want to take that opportunity.", "speaker": "Sameer Kanal" }, { "id": "cue-1102", "start": 8568.98, "end": 8572.691, "text": "I know we funded a position that hasn't been filled yet for that in Council Operations.", "speaker": "Sameer Kanal" }, { "id": "cue-1103", "start": 8573.076, "end": 8574.232, "text": "That's a part of that solution.", "speaker": "Sameer Kanal" }, { "id": "cue-1104", "start": 8574.281, "end": 8583.582, "text": "Obviously, the Civic Life and the Chief Engagement Officer position are a huge part 38, I've also mentioned the same thing about Prosper already.", "speaker": "Sameer Kanal" }, { "id": "cue-1105", "start": 8584.321, "end": 8587.695, "text": "And then the one-time resources, to me, I like everything in here.", "speaker": "Sameer Kanal" }, { "id": "cue-1106", "start": 8587.759, "end": 8598.54, "text": "I just love to see it earlier because I think it's the single thing— Councilor Smith has talked about this a lot too— the idea that we just keep adding things that we don't have a plan to pay for in the future.", "speaker": "Sameer Kanal" }, { "id": "cue-1107", "start": 8599.761, "end": 8613.895, "text": "We have one-time costs— sorry, one-time grants or funding sources The shelters are the key example of this, and it's such a huge part of our general fund at this point that I think it would be remiss to not explicitly mention that.", "speaker": "Sameer Kanal" }, { "id": "cue-1108", "start": 8614.843, "end": 8619.082, "text": "So those are all the sort of run-through of that that I wanted to get done.", "speaker": "Sameer Kanal" }, { "id": "cue-1109", "start": 8619.5, "end": 8621.636, "text": "But I really appreciate how you framed this.", "speaker": "Sameer Kanal" }, { "id": "cue-1110", "start": 8621.845, "end": 8635.826, "text": "You said that your goal was to put an end to the financial madness of the past few years, to rebuild trust in the city as a responsible steward of the public's dollars, to improve information, transparency, and decision-making, And ultimately to effectively and efficiently deliver services to Portlanders.", "speaker": "Sameer Kanal" }, { "id": "cue-1111", "start": 8636.345, "end": 8637.448, "text": "And all I can say to that is amen.", "speaker": "Sameer Kanal" }, { "id": "cue-1112", "start": 8638.21, "end": 8638.997, "text": "So thank you.", "speaker": "Sameer Kanal" }, { "id": "cue-1113", "start": 8639.206, "end": 8639.832, "text": "Thank you, Councilor.", "speaker": "Sameer Kanal" }, { "id": "cue-1114", "start": 8640.973, "end": 8648.844, "text": "Colleagues, we have 41 minutes left and nobody's in the queue, so I'm going to do the pause for dramatic effect and give folks a chance if they'd like to get on, on the queue.", "speaker": "Sameer Kanal" }, { "id": "cue-1115", "start": 8652.265, "end": 8657.835, "text": "Seeing none, that's the, the sound— the sign that we've done well, and, and primarily you and the work group.", "speaker": "Sameer Kanal" }, { "id": "cue-1116", "start": 8657.9, "end": 8659.381, "text": "So thank you everybody for that.", "speaker": "Sameer Kanal" }, { "id": "cue-1117", "start": 8659.993, "end": 8660.766, "text": "Thanks, colleagues.", "speaker": "Sameer Kanal" }, { "id": "cue-1118", "start": 8660.943, "end": 8663.68, "text": "And I guess we can wrap up a little early.", "speaker": "Sameer Kanal" }, { "id": "cue-1119", "start": 8664.018, "end": 8667.068, "text": "Thanks so much, and I'll wrap up the, uh, work session at 4:20 PM.", "speaker": "Sameer Kanal" } ] }