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Office of Management & Finance

Office of the Chief Administrative Officer

Phone: 503-823-5288

1120 SW 5th Ave, Room 1250, Portland, OR 97204

More Contact Info

City Business Hour

Market Place of Ideas

Meeting date

Topic

December 11th, 2014

 Budget

 January 8th, 2015

 City Employees: New, Current, and Future

February 12, 2015

Equity

  March 12th, 2015

  • CAO: Updating internal travel processes and procedures; contact Vicki Rice
  • OEHR: Performance measures with a Civil Rights Title VI lens; contact Danielle Brooks
  • BHR: Non-Represented Classification and Compensation update/next steps; contact Elisabeth Nunes

 CAO topics

  • Miller Time: OMF processes, forms, and procedures (as of Feb. 2015)
  • CAO: Updating internal travel processes and procedures; contact Vicki Rice
  • Miller Time: PCI compliance, the OMF feedback survey, the Portland Building Project, Veteran's Memorial Coliseum, and the Succession plus planning project
  • Miller Time: New BTS Director is Jeff Baer, Innovation Program update, Vendor Payment Checkbook to go live June 18th, PII and Fiscal Sustainability Memo
  • Miller Time: Updates of the Portland Building, Equity Trainings, Path to Leadership, and Veterans Memorial Coliseum
  • Miller Time: Takeaways from the transgender panel, FY 2016-17 budget, and gave updates on the Portland Building and the data center
  • Miller Time: Updates on PCI and PII, the RFP for the Portland Building is being prepared, the data center move is being discussed, and there was a discussion about the need for leaders to focus on longer term planning and what years 6-20 look like.
  • Miller Time: Updates on PCI, the Portland Building, the data center and disaster recovery, the CAO work plan, and the Class/Comp non-rep analysis
  • 2/11/16 Miller Time: Updates on the Portland Building, Personally Identifiable Information (PII), the Technology Steering Committee, and thoughts on the homelessness crisis
  • 3/10/16 Miller Time: Mentioned the Director's Offsite June 2nd, talked about discussing centralization of government services and what the right mix is and number of boards and  commissions as prep for new CAO, discussed cyber security, the Portland Building, the candidate fair, and gave an update on the innovation program
  • 4/14/16 Miller Time: Updates on the Portland Building and the community benefits agreement and discussed his thoughts on helpful items to help prepare a new Mayor
  • 5/12/16 Miller Time: Preparing for the June 2nd offsite with bureau directors and new Mayor-elect, observed that it's been a year since declaring a housing emergency and few policies or procedures have changed, wants to look at centralization of services for what works best for the service, discussed updates on the Portland building, the data center move, and the 1% for community and enhancements and opportunities
  • 6/9/16 Miller Light: Recap of the Bureau Director's work session with the Mayor Elect whose transition plan is briefing books, idea development, and idea testing with the community. Communications and approach regarding lead testing was also discussed
  • 7/14/16 Miller Time: Topics discussed - Mayoral transition, the emphasis to look into communications sent from City bureaus to the public, the Portland Building and cleaning out the space and the importance of archiving, working on a regional approach to Community Benefit Agreements, Memorial Coliseum, Technology Steering Committee governance
  • 8/11/16 Miller Light: Topics discussed - Communications challenge, All user restrooms resolution that includes that bureaus do a review of their policies to use gender neutral language, OMF Strategic Plan, the Portland Building, Mayoral Transition, working remotely
  • 9/8/16 Miller Time: Topics discussed - Mayoral transition, the Portland Building Reconstruction project, and community benefit agreements

April 9th, 2015

  • PBOT: GovDelivery - A tool to help communicate with stakeholders; contact Alissa Mahar or Dylan Rivera for more information
  • OEHR: 2014 Annual Equity Report

Technology

  • PBOT: GovDelivery - A tool to help communicate with stakeholders; contact Alissa Mahar or Dylan Rivera for more information
  • BTS: Electronic signature and Document Routing Update: Presentation by Terre Neubauer
  • Portland City Attorney's office: Public Records Request Center (GovQA) set to go live December 8th, 2015. Jenifer Johnston gave an overview of the new system.
  • BTS and EBS: Project Intake Form (PIF) streamlines the technology project request process by combining the BTS and EBS processes. Presentation by Satish Nath and Terre Neubauer

May 14th, 2015

  • Miller Time: BTS Director recruitment, PCI compliance, the OMF feedback survey, the Portland Building Project, Veteran's Memorial Coliseum, and the Succession plus planning project
  • BRFS: Overview of the Vendor Payment Checkbook
  • BHR: Focused Outreach Program and Letter from the HR Director

 Procurement

  • M/W/EBS Contracting: presentation by Tiffani Penson

 

June 11th, 2015

Policy and Plans

July 9th, 2015

  • Miller Time: Updates
  • M/W/EBS Contracting: presentation by Tiffani Penson

Safety

  • Risk Management: Workplace Safety Initiatives: Presentation by Debora Leopold-Hutchins
  • PBEM: Workplace Emergency Preparedness was discussed by Jeremy Van Keuren. Drop, Cover, and Hold is the safest thing to do in the event of an earthquake. Things to keep under one’s desk in case of an earthquake: water, non-perishable food that you are not tempted to eat in the interim, sturdy shoes, an N95 dust mask, good gloves and eye protection, and a flashlight.

 August 13th, 2015

  • Miller Time: Updates of the Portland Building, Equity Trainings, Path to Leadership, and Veterans Memorial Coliseum
  • Citywide Management Policies: Presentation by Betsy Ames and Celia Heron
  • PBOT: Simple Ways to Display Complex Financial Information, PBOT's examples

 Programs

  • BES: PEER Program presented by Alice Coker
  • BPS: The BPS Passport presented by Pam Neild and Karen Lucchesi
  • PPB: Neighborhood Involvement Location (NI-LOC) Program presented by Christian Peterson and Sean Sothern

September 10th, 2015

  • Miller Time
  • BHR: Path to Leadership program: Presentation by Gale Baird
  • BHR: Recruitment Process Improvement Memo and Report
  • BHR: Employer of choice
 

 October 8th, 2015

  • Miller Time: Updates on the Portland Building and PCI Compliance, the possible impacts of housing issues and the budget, the need for a multi-bureau discussion about  how we operate in the projected new residents, and a future presentation on Data (the BTS data center, disaster recovery, cloud strategy, use of technology throughout the future Portland Building project, and mobile solutions)
  • BTS: Electronic signature and Document Routing Update: Presentation by Terre Neubauer
  • OMF Business Operations: Upcoming OMF Interagency Workshop on October 21st, 2015 at 2
  • Risk Management: Workplace Safety Initiatives: Presentation by Debora Leopold-Hutchins
 

 

November 12th, 2015

  • Miller Time: Takeaways from the transgender panel, FY 2016-17 budget, and gave updates on the Portland Building and the data center
  • Portland City Attorney's office: Public Records Request Center (GovQA) set to go live December 8th, 2015. Jenifer Johnston gave an overview of the new system.
  • PBEM: Workplace Emergency Preparedness was discussed by Jeremy Van Keuren. Drop, Cover, and Hold is the safest thing to do in the event of an earthquake. Things to keep under one’s desk in case of an earthquake: water, non-perishable food that you are not tempted to eat in the interim, sturdy shoes, an N95 dust mask, good gloves and eye protection, and a flashlight.
  • CBO: Kaizen event update. Presentation given by Jane Marie Ford and Andrew Scott
 

 December 10th, 2015

  • Miller Time: Updates on PCI and PII, the RFP for the Portland Building is being prepared, the data center move is being discussed, and there was a discussion about the need for leaders to focus on longer term planning and what years 6-20 look like.
  • Employee Surveys: BDS (presentation by Deborah Sievert Morris) and Parks (presentation by Jason Smith) presented their most recent survey process and results
  • BTS and EBS: Project Intake Form (PIF) streamlines the technology project request process by combining the BTS and EBS processes. Presentation by Satish Nath and Terre Neubauer
 

 January 14th, 2016

  • Miller Time: Updates on PCI, the Portland Building, the data center and disaster recovery, the CAO work plan, and the Class/Comp non-rep analysis.
  • Business Operations: IA Rate Study
  • Employee Surveys: Revenue Bureau (presentation by Scott Karter and Meghann Fertal) presented their most recent survey process and results
  • OEHR and Business Operations: Direct Appointment Reporting and an optional tool for tracking
 

February 11th, 2016

  • Miller Time: Updates on the Portland Building, Personally Identifiable Information (PII), the Technology Steering Committee, and thoughts on the homelessness crisis
  • BRFS: Long-Term Fiscal Health presented by Ken Rust (shortened version of the presentation he gave Council 1/27/16)
  • Updates to Employee Evaluation forms: Parks Bureau presentation by Margaret Evans

 

 

 March 10th, 2016

  • Miller Time: Mentioned the Director's Offsite June 2nd, talked about discussing centralization of government services and what the right mix is and number of boards and  commissions as prep for new CAO, discussed cyber security, the Portland Building, the candidate fair, and gave an update on the innovation program
  • Job Posting Updates: Parks bureau presented by Margaret Evans
  • Updates to Employee Evaluation forms: BDS presented by Deborah Sievert Morris and OMF-Business Operations presented by Elyse Rosenberg
 

 April 14th, 2016

 

 May 12th, 2016

  • Miller Time: Preparing for the June 2nd offsite with bureau directors and new Mayor-elect, observed that it's been a year since declaring a housing emergency and few policies or procedures have changed, wants to look at centralization of services for what works best for the service, discussed updates on the Portland building, the data center move, and the 1% for community and enhancements and opportunities
  • BES: PEER Program presented by Alice Coker
  • BPS: The BPS Passport presented by Pam Neild and Karen Lucchesi
 

 June 9th, 2016

  • Miller Light: Recap of the Bureau Director's work session with the Mayor Elect whose transition plan is briefing books, idea development, and idea testing with the community. Communications and approach regarding lead testing was also discussed
  • PPB: Neighborhood Involvement Location (NI-LOC) Program presented by Christian Peterson and Sean Sothern
  • Business Operations: Direct Reporting Tool update
 

 July 14th, 2016

  • Miller Time: Topics discussed - Mayoral transition, the emphasis to look into communications sent from City bureaus to the public, the Portland Building and cleaning out the space and the importance of archiving, working on a regional approach to Community Benefit Agreements, Memorial Coliseum, Technology Steering Committee governance
  • Water: New Employee Orientation and the SOAKED Program presentation by Ross Turkus
  • BHR: Removing Barriers to Employment Presentation by Gale Baird and Judy Prosper
 

 August 11th, 2016

  • Miller Light: Topics discussed - Communications challenge, All user restrooms resolution that includes that bureaus do a review of their policies to use gender neutral language, OMF Strategic Plan, the Portland Building, Mayoral Transition, working remotely
  • Attorney's Office: Legal holds, 90-day auto email deletion, and an update on records retention (mandatory training and transitory information) presentation by Jenifer Johnston and Dion Connelly
  • PBOT: Annual Performance Report presentation by Alissa Mahar
 

September 8th, 2016

  • Miller Time: Topics discussed - Mayoral transition, the Portland Building Reconstruction project, and community benefit agreements
  • BHR: Model Employer Resolution presentation by Anna Kanwit
 

October 13th, 2016

  • Miller Time: Topics discussed – Portland Building Reconstruction project, Equity Inclusion Plans, Washington Park reservoir project, Mayor and CAO transitions
  • Meet and Greet with Tom Rinehart
  • ONI: Marijuana Program presentation by Theresa Marchetti - Marijuana Business Licensing, Marijuana Policy FAQ
 

November 10th, 2016