Chair Vega Pederson's FY 2027 Budget Guidance
Forms and Templates to Create the Budget
Budget Manual & Related Resources
FY 2027 Program Offer Template (optional Google doc so multiple people in department can review and edit program offers together; departments must enter all program offer information into Questica)
Budget Calendar
Budget Equity Tool
Since the FY 2022 budget cycle, Multnomah County has provided countywide guidance on the application of equity concepts to budgeting with guidance from the Office of Diversity and Equity, departmental Equity Managers, and the Budget Office. The Office of Diversity and Equity (ODE) has designed the Budget Equity Tool to help departments integrate and embed equity practice and analysis into the FY 2027 budget. The discussion and questions in this tool will help departments identify areas of success and challenge, so they can come to budget discussions with information on how equity principles and analysis have informed narratives, decisions, and program offers.
FY 2027 Budget Equity Tool (Google doc for County staff)
FY 2027 Budget Equity Tool Worksheet (fillable Google doc for County staff)
If you need additional assistance, please reach out to your department equity manager or ODE.
Department and Division Narratives
Both the Department and Division Narrative forms are available in Google Docs. With Google docs, multiple people in the department can review and edit the document together. Remember Google docs don’t allow for fixed text box sizes. The area allocated in the Department Narrative Google doc is about the size you will have in the budget document; space limits have been removed from the Division Narrative, although you should still try to be concise. If you have questions, please contact your department budget analyst.
FY 2027 Department Narrative Form (Google doc for County staff)
FY 2027 Division Narrative Form (Google doc for County staff)
Transmittal Letter
The Department Director’s transmittal letter formally conveys the department’s budget request to the County Chair and will be posted on the Central Budget Office website with the Requested budget. The letter should be used as a guide or map to the department's budget submission and decision-making. The Transmittal Letter Outline has been significantly updated, so please review the structure and instructions carefully. Departments may need to tailor their letter to reflect their unique operations and approaches.. Because the Budget Office will be populating the transmittal letter with some graphics and historical data, a Central Budget Analyst will create a copy of the recommended outline and share it with the department business manager. A PDF of the outline is provided below for reference.
Other Resources, Forms and Templates
FY 2027 Indirect Cost Allocation Plan
FY 2027 Internal Services Cost Allocations