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HomeMy WebLinkAboutAgenda Item - 2025-04-23 - Number 03.0 - Approval of Meeting Minutes 3.0 CITY OF LAKE OSWEGO 1177 0 Budget Committee Meeting Minutes oR E G o� March 20th, 2025 Members present: Elisabeth Zeller, Chair Joe Buck, Mayor Jamie Rye, Vice Chair Massene Mboup Gary Rebello Rachel Verdick Carrie Love John Wendland Rick Ahlander Ali Afghan Trudy Corrigan Members excused: Aaron Rapf, Shima Salehi, Jinwen Chai Alternates present: Staff Present: Martha Bennett, City Manager; Shawn Cross, Finance Director, Madison Thesing, Deputy City Manager, Kari Linder, City Recorder, Melissa Henderson, Budget Analyst, Quin, Brunner, Management and Program Analyst The Budget Committee meeting was taped and is online with supporting information. To view additional discussion, click on any online Interactive Agenda item in color to go to that point on the video. 1. Meeting called to order Chair Zeller called the City Budget Committee meeting to order at 6:03 p.m. 2. Roll Call 3. Elections for Budget Committee Chair and Vice Chair Zeller asked for nominations from the floor for Chair and Vice Chair. Buck nominated Zeller for Chair Wendland seconded. Buck nominated Rye for Vice Chair. Wendland seconded. 4. Approval of Minutes from May 2, 2024 Chair Zeller called for approval of the meeting minutes from May 2, 2024. Mboup began the motion, there was discussion if you must be present at the meeting to approve the minutes. It was determined that you did not but would follow up if that was incorrect second by Afghan. Passed by unanimous vote City of Lake Oswego Budget Committee Meeting Minutes of March 20, 2025 Page 1 of 2 5. Review Ground Rules, Schedule and Agenda Chair Zeller reviewed the ground rules, schedule and agenda items to the Committee. 6. Public Comment Chair Zeller called for public comment of which there was none. 7. City Council Goals & Budgeting for Priorities City Manager Bennett reviewed the adopted Council Goals and Initiatives. City Manager Bennett also went over the City of Lake Oswego's current approach to budgeting. Going over the pros and cons. 8. Six-Year Financial Forecast Finance Director Cross went over the excel forecast and explained to members the purpose of this tool in order to help the City predict its financial stability given current and historical data projected at forecasted interest rates. 9. Municipal Grants Review Subcommittee selection Quin Brunner shared an overview of the municipal grant process. Mayor Buck nominated Afghan and Corrigan to the municipal grant subcommittee. Chair Zeller nominated Rye and Ahlander to the municipal grant subcommittee. Chair Zeller moved to create a standing subcommittee of the budget committee with members Afghan, Corrigan, Rye and Ahlander serving terms through December 31, 2025. Seconded by Wendland. Passed by unanimous vote. 10. Next Steps/ Future Meeting Topics Chair Zeller reminded the Committee the next meetings will be April 23rd.and the budget will delivered one week in advance, April 16th 11. Adjournment The meeting adjourned at 7:01 p.m. Respectfully submitted, Melissa Henderson Budget Analyst APPROVED BY THE BUDGET COMMITTEE: TBD City of Lake Oswego Budget Committee Meeting Minutes of March 20, 2025 Page 2 of 2