Policy Committee: Budget & Finance

Reviews legislation relating to investment policy, budget development, revenue development, expenditures, fiscal planning and policy, taxes and fees, and large-scale fiscal investments.

Meetings

Meetings are held the 2nd and 4th Thursday of the month, 10:00 am (location varies). Click the down arrow at the end of a row to find physical and virtual meeting location information, as well as supplemental documents.

February 13, 2025 \| 10:00am Budget & Finance Committee 2025-02-13
In-Person Location: 2180 Milvia St., 1st Floor - Cypress Room, Berkeley, CA 94704 Virtual Location: Zoom Type: Regular Agenda Minutes Attachments: 2025-02-13 Item 02 Presentation Risk Analysis of General Fund (1.81 MB)1.81 MB 2025-02-13 Item 05 Supplemental Material - Audit Status Reports (1.25 MB)1.25 MB
November 14, 2024 \| 12:00pm Budget & Finance Committee 2024-11-14
In-Person Location: 2180 Milvia St., 6th Floor - Redwood Room, Berkeley, CA 94704 Virtual Location: Zoom Type: Regular Agenda Minutes Attachments: 2024-11-14 Item 01 Attachment 1a-Budget Summary of General Fund Requests (191.89 KB)191.89 KB 2024-11-14 Item 01-Attachment 1b-Budget General Fund Balance Calculation with Investment Policy REVISED (109.58 KB)109.58 KB 2024-11-14 Item 01-Attachment 1c-Budget General Fund Balance Calculation without Investment Policy REVISED (109.65 KB)109.65 KB 2024-11-14 Item 01-Attachment 1d-Budget General Fund Balance Calculation with Hybrid Investment Policy (127.64 KB)127.64 KB 2024-11-14 Item 01-Attachment 2a-Budget FY 23 & FY 24 Summary of FUNDED Council Referrals (284.98 KB)284.98 KB 2024-11-14 Item 01-Attachment 2b-Budget FY24 - FY25 UNFUNDED Council Budget Referrals (151.82 KB)151.82 KB 2024-11-14 Item 01-Attachment 3a-Mayor EEC_w Invest Policy (109.45 KB)109.45 KB 2024-11-14 Item 01-Attachment 3b-Mayor EEC_no Invest Policy (109.51 KB)109.51 KB 2024-11-14 Item 01-Attachment 3c-Mayor EEC_hybrid Invest Policy (127.45 KB)127.45 KB 2024-11-14 Item 01-Attachment 3d-Mayor Funding Request Summary (188.63 KB)188.63 KB 2024-11-14 Item 01-Attachment 4-Budget GF FUND BALANCE 2017-2024 Final (169.28 KB)169.28 KB
November 7, 2024 \| 10:00am Budget & Finance Committee 2024-11-07
In-Person Location: 2180 Milvia St., 6th Floor - Redwood Room, Berkeley, CA 94704 Virtual Location: Zoom Type: Special Agenda Minutes Attachments: 2024-11-07 Item 02 Supplemental Material - AAO1 (1.65 MB)1.65 MB 2024-11-07 Item 02 Presentation - AAO1 (498.94 KB)498.94 KB 2024-11-07 Item 02 Supplemental Material - GF FY 2024 vs FY 2023 Revenue Narratives (352.78 KB)352.78 KB
October 10, 2024 \| 10:00am CANCELED: Budget & Finance Committee 2024-10-10
In-Person Location: , , Type: Regular Agenda
September 17, 2024 \| 12:00pm Budget & Finance Committee 2024-09-17
In-Person Location: 2180 Milvia Street, 6th Floor (Redwood Room), Berkeley, CA 94704 Virtual Location: Zoom Link Type: Special Agenda Minutes
June 19, 2024 \| 12:00pm Budget & Finance Committee 2024-06-19
In-Person Location: 2180 Milvia St., 1st Floor - Cypress Room, Berkeley, CA 94704 Virtual Location: Zoom Type: Special Agenda Minutes Attachments: Item 02 Supplemental Material - Mayor's Budget Recommendations Revised 6-18-24 (334.2 KB)334.2 KB Item 02 Supplemental Material - FY 25 and FY 26 Budget Balancing Measures (Mayor) (130.07 KB)130.07 KB Item 02 Supplemental Material - Memo from the Planning Department on Funding Options to Advance Landmark Initiations (274.47 KB)274.47 KB Item 02 Supplemental Material - General Fund Budget Status and Budget Balancing Options worksheet (114.75 KB)114.75 KB Item 02 Supplemental Material - Revised City Manager Tier 1 Funding Requests and Council Budget Referrals Matrix (210.83 KB)210.83 KB Item 02 Supplemental Material - Forecast of the Housing Trust Fund and other Affordable Housing Funding (109.21 KB)109.21 KB Item 02 Supplemental Material - Revised Forecast of the Housing Trust Fund and other Affordable Housing Funding (94.67 KB)94.67 KB
June 5, 2024 \| 12:00pm Budget & Finance Committee 2024-06-05
In-Person Location: 2180 Milvia St., 1st Floor - Cypress Room, Berkeley, CA 94704 Virtual Location: Zoom Type: Special Agenda Minutes Attachments: 2024-06-05 Item 02 Camps Fund Forecast (183.94 KB)183.94 KB 2024-06-05 Item 02 Equipment Maintenance Fund Forecast (126.89 KB)126.89 KB 2024-06-05 Item 02 Equipment Maintenance Fund Forecast (85.4 KB)85.4 KB 2024-06-05 Item 02 FY25&FY26 General Fund Resources Funding Requests & Council Budget Referrals (117.26 KB)117.26 KB 2024-06-05 Item 02 General Fund Resources Funding Requests & Council Budget Referrals (356.32 KB)356.32 KB 2024-06-05 Item 02 Marina Fund Forecast (125.99 KB)125.99 KB 2024-06-05 Item 02 Measure U1_FY25-26 Proposed Budget & Forecast (158.14 KB)158.14 KB 2024-06-05 Item 02 Off-Street Parking Fund Forecast (130.95 KB)130.95 KB 2024-06-05 Item 02 Parking Meter Fund Forecast (152.96 KB)152.96 KB 2024-06-05 Item 02 FY25-26 GF Budget Balancing Worksheet BFC_6524 (80.12 KB)80.12 KB 2024-06-05 Item 03b Measure P Budget Forecast (151.75 KB)151.75 KB
May 22, 2024 \| 12:00pm Budget & Finance Committee 2024-05-22
In-Person Location: 2180 Milvia St., 1st Floor - Cypress Room, Berkeley, CA 94704 Virtual Location: Zoom Type: Special Agenda Minutes Attachments: 2024-05-22 Item 02 Supplemental Material FY25&FY26 General Fund Resources Funding Requests & Council Budget Referrals (357.91 KB)357.91 KB 2024-05-22 Item 02 Supplemental Material General-Fund-Reserve-Policy (205.85 KB)205.85 KB 2024-05-22 Item 02 Supplemental Material Revenue Projection Report for Fiscal Year 2025-2026 (477.77 KB)477.77 KB 2024-05-22 Item 02 Supplemental Material 15 Trust Investment Report (835.18 KB)835.18 KB 2024-05-22 Item 02 FY25&FY26 General Fund Resources Funding Requests & Council Budget Referrals-Revised (358.64 KB)358.64 KB 2024-05-22 Item 02 FY25-26 GF Budget Balancing Worksheet Updated (101.94 KB)101.94 KB 2024-05-22 Budget & Finance Item 02 Major Fund Balances 05.21.2024 (90.53 KB)90.53 KB 2024-05-22 Budget & Finance Item 02 Measure P Budget Forecast - 5.13.24-PR (173.25 KB)173.25 KB 2024-05-22 Budget & Finance Item 02 Measure U1_FY25-26 Proposed Budget Forecast (158.74 KB)158.74 KB
May 13, 2024 \| 9:00am Budget & Finance Committee 2024-05-13
In-Person Location: 2180 Milvia St., 1st Floor - Cypress Room, Berkeley, CA 94704 Virtual Location: Zoom Type: Special Agenda Minutes Attachments: 2024-05-13 Item 1a. CAO Budget Presentation (6.67 MB)6.67 MB 2024-05-13 Item 1b. Measure P and U1 Presentation (3.24 MB)3.24 MB 2024-05-13 Item 1c. Budget Balancing Strategies Presentation (560.5 KB)560.5 KB
May 9, 2024 \| 9:00am Budget & Finance Committee 2024-05-09
In-Person Location: Virtual (https://cityofberkeley-info.zoomgov.com/j/1603849755) or in-person at 2180 Milvia Street, 6th Floor (Redwood Room), Berkeley, CA 94704 Type: Special Agenda Minutes Attachments: 2024-05-09 Item 1a. Fire FY25-26 Budget Presentation (2.9 MB)2.9 MB 2024-05-09 Item 1b. ODPA FY25-26 Budget Presentation (3.1 MB)3.1 MB 2024-05-09 Item 1c. PRW FY25-26 Budget Presentation (5.33 MB)5.33 MB 2024-05-09 Item 1d. PW FY25-26 Budget Presentation (3.03 MB)3.03 MB 2024-05-09 Item 1e. City Auditor FY25-26 Budget Presentation (2.85 MB)2.85 MB 2024-05-09 Item 1f. Planning FY25-26 Budget Presentation (2.8 MB)2.8 MB
May 8, 2024 \| 9:00am Budget & Finance Committee 2024-05-08
In-Person Location: 2180 Milvia Street, 6th Floor (Redwood Room), Berkeley, CA 94704 Virtual Location: Zoom Type: Special Agenda Minutes Attachments: Item 02 FY25/26 Budget Overview - General Fund Resources Funding Requests and Council (356.1 KB)356.1 KB Item 02 FY 25/26 Budget Overview - Presentation (3.24 MB)3.24 MB Item 03a Department Budget Presentation: Police (584.74 KB)584.74 KB Item 03b Department Budget Presentation: Health, Housing and Community Services (440.07 KB)440.07 KB Item 03c Department Budget Presentation: City Clerk (378.24 KB)378.24 KB Item 03d Department Budget Presentation: Human Resources (392.05 KB)392.05 KB Item 03e Department Budget Presentation: Information Technology (629.66 KB)629.66 KB Item 03f Department Budget Presentation: Finance (428.35 KB)428.35 KB Item 03g Department Budget Presentation: Office of the City Manager (421.18 KB)421.18 KB
January 25, 2024 \| 10:00am Budget & Finance Committee 2024-01-25
In-Person Location: Virtual (https://cityofberkeley-info.zoomgov.com/j/1606002506) or in-person at 2180 Milvia Street, 6th Floor (Redwood Room), Berkeley, CA 94704 Type: Regular Agenda Minutes Attachments: ITEM 03 - ENCAMPMENT RESOLUTION FUNDING (ERF) PRESENTATION (STAFF) (965.15 KB)965.15 KB
December 11, 2023 \| 9:00am Budget & Finance Committee 2023-12-11
In-Person Location: Virtual (https://cityofberkeley-info.zoomgov.com/j/1600085900) or in-person at 2180 Milvia Street, 5th Floor (Pepperwood Room), Berkeley, CA 94704 Type: Special Agenda Minutes Attachments: Item 02 Fiscal Year 2024 Annual Appropriations Ordinance - Supplemental Material (Mayor) (264.2 KB)264.2 KB Item 02 Fiscal Year 2024 Annual Appropriations Ordinance - Supplemental Material (Office of Police Accountability) (267.09 KB)267.09 KB Item 02 Fiscal Year 2024 Annual Appropriations - Presentation (Staff) (329.78 KB)329.78 KB Item 03 Audit Recommendation Status - Berkeley Police - Presentation (Staff) (176.09 KB)176.09 KB
December 5, 2023 \| 9:30am CANCELLED: Budget & Finance Committee 2023-12-05
In-Person Location: Virtual (https://cityofberkeley-info.zoomgov.com/j/1607680921) or in-person at 2180 Milvia Street, 6th Floor (Redwood Room), Berkeley, CA 94704 Type: Special Agenda
November 16, 2023 \| 9:30am Budget & Finance Committee 2023-11-16
In-Person Location: Virtual (https://cityofberkeley-info.zoomgov.com/j/1617357038) or in-person at 2180 Milvia Street, 6th Floor (Redwood Room), Berkeley, CA 94704 Type: Special Agenda Minutes Attachments: Item 02 Presentation: City's Fiscal Forecast - Presentation (544.76 KB)544.76 KB Item 03 Budget Referral and Updated Guidelines and Procedures for City Council Office Staff Expenditures – Revised Material (187.96 KB)187.96 KB Fiscal Year 2024 Annual Appropriations Ordinance Amendment - Presentation (227.3 KB)227.3 KB Fiscal Year 2024 Annual Appropriations Ordinance Amendment - Supplemental Material (City Manager) (1.35 MB)1.35 MB Fiscal Year 2024 Annual Appropriations Ordinance Amendment - Revised Material (Councilmember Harrison) (210.18 KB)210.18 KB

ADDITIONAL INFORMATION

Access audio recordings to listen to recent meetings.

DISCLOSURE NOTICE

Communications to Berkeley boards, commissions, or committees are public record and will become part of the City’s electronic records, which are accessible through the City’s website. Please note: email addresses, names, addresses, and other contact information are not required, but if included in any communication to a City board, commission, or committee, will become part of the public record. If you do not want your email address or other contact information to be made public, you may deliver communications via US Postal Service or in person to the secretary of the relevant board, commission, or committee. If you do not want your contact information included in the public record, please do not include that information in your communication. Please contact the secretary to the relevant board, commission, or committee for further information.

Secretary

Keith Nesbit

City Clerk Department

(510) 981-6900

PolicyCommittee@berkeleyca.gov

Mailing Address

City Clerk Department
2180 Milvia Street, 1st Floor
Berkeley, CA 94704

Membership

Committee Chair: Mayor Adena Ishii
Councilmember Rashi Kesarwani
Councilmember Brent Blackaby
Alternate: Councilmember Igor Tregub

Enabling Legislation

City Council Rules of Procedure