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Archives & Records Management

Office of the City Auditor

phone: 503-865-4100

email: parc@portlandoregon.gov

1800 SW 6th Ave, Suite 550, Portland, OR 97201

More Contact Info

City Budget Office

4811-01   Annual Adopted City Budget

Records document the annual financial plan adopted by the City Council for City resources and requirements. The budget includes budget information, financial summaries, revenues and expenditures, debt service, operating programs, position and wage summaries, overhead allocations, organization charts, previous and actual budgeted amounts and related data.

Retention: Permanent
Record Copy? Yes
Confidential? No
Authority: 166-200-0245(1)
Vital Record? Yes

 

4811-05   Budget Process Correspondence, Analyses & Supporting Documents

Records include the Requested Budget documents submitted for the annual budget process and budget monitoring process (BMP), budget memos, analyses of budget requests, and other supplemental materials. Series includes policy and procedure manuals for the annual budget and periodic budget monitoring processes.

Retention: 5 years
Record Copy? Yes
Confidential?  No
Authority: 166-200-0245(2)
Vital Record? No

 

 

4811-07   Council Calendar Review Records

Records are reviews of Council agenda items that have a financial impact and have been submitted for Council action. Record includes Council calendar number, description of item and impact, and budgeted amount or request information. Note: The official copy of CBO recommendations are filed as Council Documents, which are maintained permanently by the City Auditor's office.

Retention: 5 years
Record Copy? Yes
Confidential? No
Authority: 166-200-0245(3)
Vital Record? No

 

 

4811-08   Forecast Records And Forecast and Economic Tracking Reports

Forecast records are used to inform City Council of the amount of current and projected funds in the General Fund. Publication is a five-year projection of General Fund resources, expenditures and balances. Records may include recommendations to achieve City financial goals. Forecast and economic tracking reports are used to forecast General Fund resources within a fiscal year. This quarterly publication informs the City Council and bureau managers of General Fund resources, expenditures, and estimated year-end balances. Records may include recommendations to achieve City financial goals.

Retention: 5 years
Record Copy? Yes
Confidential? No
Authority: 166-200-0245(3)
Vital Record? No

 

4811-10   Special Studies, Tasks, and Policy Reviews

Series is used to document the financial analysis of various City practices and is useful for planning future budget proposals. Records include reports, studies, worksheets, and similar records.

Retention: 5 years
Record Copy? Yes
Confidential? No
Authority: 166-200-0245(3)
Vital Record? No