{
  "schemaVersion": 1,
  "asOf": "2026-11-01",
  "claims": [
    {
      "id": "reported-replacement-value",
      "text": "The 2025–26 Citywide Assets Report estimates asset replacement value at about $82 billion, expressed in 2025 dollars.",
      "status": "city-reported",
      "sources": [
        {
          "id": "citywide-assets-2025-2026",
          "pdfPages": [
            4,
            5,
            6
          ],
          "printedPages": [
            "3",
            "4",
            "5"
          ]
        }
      ],
      "limitations": "Not market value, book value, or an independently reproduced valuation. Portfolio coverage limitations appear on printed pages 30–32."
    },
    {
      "id": "reported-capital-funding-gap",
      "text": "The same report estimates a capital funding gap of about $14 billion over ten years, in 2025 dollars.",
      "status": "city-reported",
      "sources": [
        {
          "id": "citywide-assets-2025-2026",
          "pdfPages": [
            5
          ],
          "printedPages": [
            "4"
          ]
        }
      ],
      "limitations": "Not an annual budget deficit or a directly equivalent deferred-maintenance measure; bureau estimates and assumptions differ."
    },
    {
      "id": "condition-weighting",
      "text": "The report labels its program-level condition chart as weighted for replacement value.",
      "status": "document-verified",
      "sources": [
        {
          "id": "citywide-assets-2025-2026",
          "pdfPages": [
            6
          ],
          "printedPages": [
            "5"
          ]
        }
      ],
      "limitations": "The chart alone does not expose calculation inputs or denominators. TBD condition must remain visible. Underlying figures have not been independently reproduced."
    },
    {
      "id": "data-methodology-limitations",
      "text": "The report acknowledges inconsistent methods and reliability in the data used across portfolios.",
      "status": "document-verified",
      "sources": [
        {
          "id": "citywide-assets-2025-2026",
          "pdfPages": [
            31,
            32,
            33
          ],
          "printedPages": [
            "30",
            "31",
            "32"
          ]
        }
      ],
      "limitations": "Specific limitations vary by portfolio. This is not evidence that no bureau has usable asset records."
    },
    {
      "id": "platform-budget-concept",
      "text": "February Budget Concept 26684 proposes 3.0 FTE and $892,407 in ongoing costs for BTS data-platform services.",
      "status": "proposal-verified",
      "sources": [
        {
          "id": "budget-concepts-fy2026-27",
          "pdfPages": [
            105
          ]
        }
      ],
      "limitations": "The concept document does not establish whether the proposal was adopted, rejected, modified, or superseded."
    },
    {
      "id": "office-budget-realignment",
      "text": "The May Novick–Morillo 1 amendment lists DP 27233 and a total change of $807,059 for the City Data and Privacy Office realignment; the recorded vote passed 12–0.",
      "status": "amendment-and-vote-verified",
      "sources": [
        {
          "id": "budget-approved-amendments-2026",
          "pdfPages": [
            51
          ]
        },
        {
          "id": "budget-may-2026-supplements",
          "pdfPages": [
            89
          ]
        }
      ],
      "limitations": "This office realignment does not resolve the fate of the separate BTS platform proposal or establish current spending."
    },
    {
      "id": "parks-audit-project-sample",
      "text": "The October 2025 Parks audit reported no identified major-maintenance or lifecycle funding plans for eight sampled projects; five projects had annual cost estimates summing to $4,698,600.",
      "status": "audit-reported-arithmetic-checked",
      "sources": [
        {
          "id": "parks-fiscal-audit-2025",
          "pdfPages": [
            14,
            15,
            17
          ]
        }
      ],
      "limitations": "Judgmental sample of capital growth projects active as of January 2025; not generalizable. Three unestimated costs remain null. Underlying estimates and current funding are not validated, and overlap with the citywide ten-year gap is unresolved."
    },
    {
      "id": "parks-response-targets",
      "text": "The October 10, 2025 Parks response set December 31, 2025 targets for cost-savings communication and recommendation 5 funding-needs communication, and June 30, 2028 targets for financial and service-level planning.",
      "status": "document-verified-commitments-only",
      "sources": [
        {
          "id": "parks-fiscal-audit-response-2025",
          "pdfPages": [
            3,
            4,
            5
          ]
        }
      ],
      "limitations": "Targets and agreement do not establish completed work. Recommendation 5 response discusses funding alternatives; it is not evidence of an adopted, funded plan."
    },
    {
      "id": "chief-asset-officer-appointed",
      "text": "The City announced that Emily Tritsch started as chief asset management officer on September 30, 2026, reporting directly to the City Administrator.",
      "status": "document-verified",
      "sources": [
        {
          "id": "chief-asset-officer-2026"
        }
      ],
      "limitations": "Appointment does not establish implementation of every strategy action or audit recommendation."
    },
    {
      "id": "citywide-audit-data-scope",
      "text": "The April 2025 audit focused on citywide strategy and governance. It used estimated annual-report data judged sufficiently reliable to show the scale and growth of the funding gap.",
      "status": "document-verified",
      "sources": [
        {
          "id": "audit-2025",
          "pdfPages": [
            21,
            22
          ]
        }
      ],
      "limitations": "This does not certify asset-level condition assessments or the later 2025–26 chart."
    },
    {
      "id": "parks-condition-noncomparability",
      "text": "The Parks audit repeats a September 2024 figure of 86% poor or very bad; the later citywide chart labels 26% poor and 11% very poor, weighted by replacement value.",
      "status": "reported-values-not-reconciled",
      "sources": [
        {
          "id": "parks-fiscal-audit-2025",
          "pdfPages": [
            5
          ]
        },
        {
          "id": "citywide-assets-2025-2026",
          "pdfPages": [
            6
          ]
        }
      ],
      "limitations": "Earlier denominator, population, category definitions and weighting are not established here; no inference of a 49-point improvement."
    },
    {
      "id": "parks-backlog-source-reconciliation",
      "text": "The preserved October 12, 2026 Parks backlog extract has 2,587 unique project IDs: 1,814 Open and 773 Close. It has no cost field.",
      "status": "calculated-from-preserved-extract",
      "sources": [
        {
          "url": "https://public.tableau.com/app/profile/parks.asset.management/viz/Backlogprojectsmap/Backlogprojectsmap"
        }
      ],
      "derivedEvidence": "/data/asset-management/parks-reconciliation.json",
      "limitations": "Status labels do not independently establish completion or continuing need. Not a fresh collection."
    },
    {
      "id": "parks-audit-budget-candidates",
      "text": "Seven FY 2026–27 adopted capital-project entries are possible name-based matches for the eight audited Parks projects.",
      "status": "candidate-association",
      "sources": [
        {
          "id": "parks-fiscal-audit-2025",
          "pdfPages": [
            14,
            15
          ]
        },
        {
          "url": "https://www.portland.gov/budget/2026-2027-budget/development/adopted"
        }
      ],
      "derivedEvidence": "/data/asset-management/parks-audit-budget-candidates.csv",
      "limitations": "Audit project identifiers are unavailable. Annual project budget authority does not establish current maintenance or lifecycle funding; the unmatched project is unresolved, not zero."
    },
    {
      "id": "parks-atlas-condition-denominator",
      "text": "In the preserved Atlas calculation, eight selected asset families contain 14,138 rated records, of which 2,113 are poor or very bad.",
      "status": "recomputed-from-preserved-summary",
      "sources": [
        {
          "url": "https://www.portlandmaps.com/arcgis/rest/services/Public/Parks_Condition_Assessments/MapServer"
        }
      ],
      "derivedEvidence": "/data/asset-management/parks-reconciliation.json",
      "limitations": "Equal record weights; mixed assessment dates; trees excluded; active/removed status needs review. Not comparable to the replacement-value-weighted citywide chart."
    },
    {
      "id": "parks-workpaper-condition-categories",
      "text": "The September 2024 model screenshot shows 14% good or very good, 51% fair and 35% bad or very bad. The latter two categories add to 86%.",
      "status": "screenshot-transcription-and-provisional-interpretation",
      "sources": [
        {
          "id": "parks-interview-workpaper-2024",
          "section": "Interview question 3; screenshots 1 and 2"
        }
      ],
      "limitations": "Interview wording calls the orange category poor, while the chart legend says Fair. PP&R has not confirmed the mapping, population or weighting. This is not a current condition assessment or proof of comparability with the later 37% value-weighted figure."
    },
    {
      "id": "parks-workpaper-operating-forecast",
      "text": "The later funding-review section identified five of eight projects in an operating-cost forecast used in the budget.",
      "status": "auditor-workpaper-finding",
      "sources": [
        {
          "id": "parks-funding-workpaper-2025",
          "section": "Post Parks Check-in; Review of files for O&M project costs"
        }
      ],
      "limitations": "The auditor did not establish inclusion at initial approval for all projects. This does not establish a current appropriation or a major-maintenance/lifecycle funding plan. Mill, Laurelhurst and Parklane were not identified in that tab."
    },
    {
      "id": "parks-annual-estimate-arithmetic",
      "text": "Recalculating 3% of the stated project budgets for annual major maintenance and budget divided by 20 years for replacement (40 for Old Town) reproduces the five published audit totals.",
      "status": "arithmetic-reproduced",
      "sources": [
        {
          "id": "parks-funding-workpaper-2025",
          "section": "Project Analysis; individual project tables and Notes"
        },
        {
          "id": "parks-fiscal-audit-2025",
          "pdfPages": [
            15
          ]
        }
      ],
      "derivedEvidence": "/data/asset-management/parks-eight-project-comparison.csv",
      "limitations": "Mill major-maintenance and Parklane replacement notes contain numerical differences, preserved in the comparison. Formula sufficiency, lives and underlying costs are not independently validated."
    }
  ]
}