SEC. 16.127.10. BUDGET REVIEW PROCESS.1
§ 16.127.10
The Initiative must develop a policy by January 2028 to evaluate whether certain city and school expenditures align with an Outcomes Framework, and must annually review and report to the Mayor and Board of Supervisors on whether proposed and past expenditures are consistent with that framework. The Board of Supervisors must formally find in the budget that these expenditures are consistent with the Outcomes Framework or serve an overriding public purpose.
Starting in 2026, city departments and the school district must tell the Initiative what money they plan to spend on eligible children and youth services. By April each year, the Initiative will report to the Mayor and Board of Supervisors on whether those spending plans match the city's Outcomes Framework—a set of goals for how money should be spent. Before approving the city budget, the Board must hold a public hearing on this report and decide whether the spending is consistent with those goals, or whether there's an overriding public reason to approve it anyway.
- Complex:The section involves multiple cross-referenced funds (Children and Youth Fund Baseline, PEEF, PEEF Baseline), overlapping review timelines, and conditional approval language ('on balance') that may be difficult for non-experts to parse.
- Controversial:The requirement that the Board find spending 'consistent with the Outcomes Framework' before budget approval is a form of policy constraint that may be debated as expanding or limiting the Board's discretion over appropriations.
AI-generated · claude-haiku-4-5 · informational only, not legal advice.
Official text
(a) Outcomes Framework Analysis. By January 1, 2028 and at least once every five years thereafter in alignment with the beginning of the Five-Year Planning Cycle described in Section 16.108(i), the Initiative, in consultation with the Controller, shall develop a policy to help the Initiative evaluate whether the following types of expenditures are consistent with the Outcomes Framework: (1) expenditures that are included in, or are eligible to be included in, the Children and Youth Fund Baseline described in Section 16.108(h), and (2) expenditures from the Public Education Enrichment Fund (“PEEF”) and the annual PEEF Baseline appropriation (“PEEF Baseline”) described in Section 16.123-2.
(b) Budget Review and Approval for Proposed Appropriations in the Children and Youth Baseline, Public Education Enrichment Fund, and Public Education Enrichment Fund Annual Baseline Appropriations.
(1) By February 21 each year, beginning in 2026, each City department that anticipates expending funds for eligible services in the Children and Youth Fund Baseline, the PEEF, or the PEEF Baseline in the subsequent fiscal year shall submit a written report with its anticipated expenditures to the Initiative for review. The Initiative may request that City departments provide additional reports on expenditures as the Initiative deems necessary.
(2) Beginning in Fiscal Year 2028-2029, the Initiative shall review and determine whether each department’s proposed expenditures under subsection (b)(1) and SFUSD’s annual report under Section 16.123-6(d) are consistent with the Plan and Outcomes Framework. The Initiative shall also review the department’s and SFUSD’s expenditures for eligible services in the Children and Youth Fund Baseline, the PEEF, or the PEEF Baseline for the current and prior fiscal year, if any, to determine whether those expenditures were consistent with the Outcomes Framework. By April 30 each year, the Initiative shall provide a written report to the Mayor and Board of Supervisors evaluating whether each department’s current and prior year expenditures were consistent with the Outcomes Framework and stating whether the department’s proposed expenditures for the subsequent fiscal year are consistent with the Outcomes Framework. By April 30 each year, the Initiative also shall provide a written report to the Mayor and the Board of Supervisors evaluating whether SFUSD’s current and prior year expenditures were consistent with the Outcomes Framework and stating whether SFUSD’s proposed expenditures for the subsequent fiscal year are consistent with the Outcomes Framework.
(3) In preparing the biennial budget under Article IX of this Charter, the Mayor shall consider the Initiative’s written report. In its evaluation of the proposed biennial budget, the Board of Supervisors also shall consider the Initiative’s written report and shall hold a public hearing on the Initiative’s report before finally approving the budget. The Initiative may provide an addendum or update to the report based on new information it receives following its initial report regarding the budget.
(4) By no later than the date of final enactment of the biennial budget, beginning with the biennial budget for Fiscal Year 2029-2030, the Board of Supervisors shall, by resolution, find that all anticipated expenditures for services in the Children and Youth Fund Baseline and City department and SFUSD expenditures under the PEEF and the PEEF Baseline in the biennial budget are, on balance, consistent with the Outcomes Framework as provided in subsection (l)(2), or that specified expenditures are not consistent with the Outcomes Framework but otherwise serve an overriding public purpose.
(c) The Board of Supervisors by ordinance may modify the deadlines in this Section 16.127-10.
(d) For purposes of Section 16.127-10(b)(2), the Controller and the Board of Supervisors’ Budget Analyst shall jointly be responsible for approving the final determinations and reports of the Initiative. The Board of Supervisors by ordinance may designate a different City entity to perform the duties of the Initiative for the purposes of that subsection.
(Added by Proposition J, Approved 11/5/2024)
CODIFICATION NOTE
1. So numbered in Proposition J, 11/5/2024.