• Financial Management Services

    Description

    Provide financial services and oversight for a total OMF budget of $422 million and 15 funds.

    Core Services
    For all Clients

    • Develop and administer budgets
    • Develop OMF financial management process
    • Provide financial analysis of budget and business decisions
    • Provide financial analysis of funding plans and proposals
    • Prepare financial plans
    • Produce financial reports
    • Conduct projections and analysis for budget balancing
    • Prepare Financial Impact Statements for personnel actions and ordinances
    • Prepare and submit all OMF budget documents
    • Prepare audit schedules for OMF’s divisions and Council offices in support of the City’s fiscal year audit and CAFR production
    • Develop overhead models, interagency rates and financial component of interagency agreements
    • Prepare and submit budget monitoring reports for OMF
    • Process journal entries for allocating costs, correcting transactions and closing fiscal periods
    • Bill for services of interagency providers
    • Provide accounts payable services
    • Provide accounts relievable services 

    Additional Services
    For a subset of Clients

    • Provide financial management services to large projects
    • Develop capital plans
    • Conduct capital project accounting
    • Create and maintain cost objects
    • Coordinate debt sales
    • Problem solve funding, purchasing, and contracting alternatives
    • Provide support services to small bureaus

    Communications

    Description

    Provide communications and project management support. 

    Core Services
    For all Clients

    • Lead the monitoring of the OMF strategic plan; track and report progress
    • Prepare OMF budget narratives and performance measures
    • Research and respond to OMF records requests
    • Provide public information and media services
    • Convene, staff and develop management information reports for the OMF Advisory Committee, Diversity Development Committee, Labor-Management Committee and Sustainability Committee (Green Team), as well as for the City Council-appointed Public Safety GO Bond Independent CItizen Committee, Technology Oversight Committee and Socially Responsible Investing Committee
    • Create and manage internal, Citywide and community communications
    • Manage OMF's web pages, City homepage, and the Citywide employee portal
    • Provide document layout and design services
    • Produce managment reports in assigned areas

    Additional Services
    For a subset of Clients

    • Coordinate community involvement efforts
    • Conduct communications/change management for OMF projects, such as the Portland Online refresh

    Administrative Services

    Description

    Provide administrative services and support to OMF bureaus.

    Core Services
    For all Clients

    • Coordinate and process timekeeping records
    • Process payroll and personnel administration
    • Provide reception services for 12th floor
    • Order and maintain supplies
    • Process and maintain FMLA files
    • Division records management

    Additional Services
    For a subset of Clients

    • Coordination of facilities, telephone, and ergonomic issues for occupants of the PortlandBuilding’s 12th floor 
    • Provide P-card processing support 
    • Process travel requests and coordinate travel arrangements
    • Provide purchasing and materials management services

    Management / Other

    Description

    Provide management, policy development and project management services in support of the CAO, Council and/or City initiatives.

    Core Services
    For all Clients

    • Manage the production of the OMF Strategic Plan and customer service survey
    • Cooordinate Bureau Directors meetings and planning sessions
    • Procide staff support to the OMF Core Leadership Team meetings
    • Manage the annual Citywide Charitable Campaign
    • Manage division professional development initiatives
    • Implement customer service process improvements
    • Provide project management support services 

    Additional Services
    For a subset of Clients

    • Serve as a project sponsor for the City mentorship program
    • Serve as an OMF Navigator
    • Serve as a project sponsor on the Consolidation Inquiry
    • Convene the City Business Hour group
    • Provide leadership to the innovation project

    Business Operations Organizational Chart (Printable)

    Download (PDF Document, 11kb)

    Business Operations Employee Expectations

    Download (PDF Document, 14kb)

    Service Level Description (printable)

    Download (PDF Document, 55kb)

    Business Operations Funding Methodology

    Download (PDF Document, 107kb)