Agencies Submit May July OMES guidance, PeopleSoft EPM Electronic Agencies – Budget Work Agency is used to create Submission to Programs Authority budget work OMES program. Additional documentation from agencies received outside EPM. OMES review and May July Appropriations, PeopleSoft EPM Feed to OMES – approval of Equalization is used to review PeopleSoft Agency Budget Board Guidance, and approved Budget Control Work Programs Statutes, agency work Governor’s programs. Authority Input/Upload of June Statutes and Limits are Compliance OMES policy guidance developed in reporting for “Limits” on ceiling Excel and agency budget spending uploaded to work program thresholds for PeopleSoft EPM specific purposes Budget July June State policies, PeopleSoft EPM Approved Agencies, OMES – Adjustments carryover is used to make budget requirements, budget adjustments operational adjustments affected in needs. adjust PeopleSoft PeopleSoft budget control. budget control levels Currently Oklahoma does not have a comprehensive strategy management (strategic planning and performance management) process or tools. It is envisioned this will be addressed as part of this project. As previously noted, currently strategy management is limited to collecting agency goals, measures, etc. as part of the budget process. Additionally, some agencies have their own internal strategic planning and performance management processes and tools. Current Strategy Management and Budgeting Challenges Oklahoma’s current budgeting tools and processes produce many challenges as Oklahoma endeavors to improve its budgeting process and align toward a Budgeting for Results approach. These challenges include: Disparate Budgeting Applications The current collection of disparate budgeting tools – produces rampant inefficiencies with substantial and repeated data re-entry, manipulation,
Agencies Submit Budget Work Programs May – July OMES guidance, Agency Authority PeopleSoft EPM is used to create budget work program. Additional documentation from agencies received outside EPM. Electronic Submission to OMES Agencies OMES review and approval of Agency Budget Work Programs May – July Appropriations, Equalization Board Guidance, Statutes, Governor’s Authority PeopleSoft EPM is used to review and approved agency work programs. Feed to PeopleSoft Budget Control OMES Input/Upload of “Limits” June Statutes and policy guidance on ceiling spending thresholds for specific purposes Limits are developed in Excel and uploaded to PeopleSoft EPM Compliance reporting for agency budget work program OMES Budget Adjustments July – June State policies, carryover requirements, operational needs. PeopleSoft EPM is used to make budget adjustments adjust PeopleSoft budget control levels Approved budget adjustments affected in PeopleSoft budget control. Agencies, OMES Currently Oklahoma does not have a comprehensive strategy management (strategic planning and performance management) process or tools. It is envisioned this will be addressed as part of this project. As previously noted, currently strategy management is limited to collecting agency goals, measures, etc. as part of the budget process. Additionally, some agencies have their own internal strategic planning and performance management processes and tools. Current Strategy Management and Budgeting Challenges Oklahoma’s current budgeting tools and processes produce many challenges as Oklahoma endeavors to improve its budgeting process and align toward a Budgeting for Results approach. These challenges include: Disparate Budgeting Applications – The current collection of disparate budgeting tools produces rampant inefficiencies with substantial and repeated data re-entry, manipulation,
Solicitation0900000751AttachmentA.docx