Manuals & Forms
FY 2021-22 Budget Manual
Budget system information, training, forms
- Adopted Document - PatternStream Visual Helper
- Adopted Document - Style Guide Quick Reference
- Adopted Document - Bureau Checklist (PatternStream)
- Training - FY 2021-22 Budget Manual (Presentation Slides)
- Complete FY 2021-22 Budget Manual
- Section 8, BFM Deep Dive: Detailed Personnel Information, Reporting Glossary, & BFM Technical Checks
- Section 7, Budget Document Instructions: PatternStream, BFM Reports, & More
- Section 6, Financial Planning: Five-Year Forecasts & Technical Guidance
- Section 5, Performance Management: Citywide Framework & Technical Guidance
- Section 4, Program Offers: Narrative & Technical Guidance
- Section 3, Technical Instructions: Building Your Budget in BFM
- Section 2, Budget Development Process: Who, What, & When
- Section 1, Overview: Key Information & Changes
- User's Guide: How to Use the FY 2021-22 Budget Manual
- Style Guide & Glossary
BFM Training and Support
Resources for using budget software
Impact Statement and Instructions
Instructions for completing impact statement form for Council agenda items
Performance Materials
Performance management manuals and presentations
- City Performance Measures - values and metadata report
- 201 Workshop Logic Model Example
- Performance 201: Measure Development for Program Management
- Creating Performance Measures Handout
- Performance 101 Workshop Slides
- Performance Measure Change Request Form
- FY 2019-20 Citywide Performance Reporting Guidance
Indirect Rates
Rates and supporting documentation for bureau indirect cost-recovery rates
Budget Monitoring Process (BMP) Resources
Materials and resources related to supplemental budgeting and budget monitoring processes