2019-2021Budget Process Presentation
SABR Coordinators MeetingApril 19, 2018
Chief Financial Office: Statewide Audit & Budget Reporting Section (SABRS)
Employment Auditorium1:00pm – 3:00pm
PresenterPresentation NotesPatrick – WelcomeIntroduction and SABRS update announcementsNew SABR Coordinators to be introduced?
PRESENTATION OVERVIEW
DAS Fleet Services PICS Start-up / Current Service Level (CSL) ORBITS Essential Pkgs, CSL, Reports, Revenue Forecasts PICS Agency Request Budget (ARB) ORBITS Agency Request Budget (ARB) Closing Audit transmittal due dates
Helpful Hints & Resources
Workday Update
- Brian King- Patrick Sevigny- Michele Nichols- Patrick Sevigny- Robert Otero- Michele Nichols
Topics: Presenters:
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PresenterPresentation NotesWelcome and go over agenda items. Introduce the Brian’s.
2019-21 Freeze Factors
PICS Start-Up Timeframe
Allowable Changes
PICS Current Service Level (CSL) Budget
PICS Presentation Topics:
PICS Start-up / Current Service Level (CSL)
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PresenterPresentation NotesPatrick – Welcome
PICS Start-up / Current Service Level (CSL)2019-21 “Freeze” Factors ORBITS Acct # OPE Factor 2017-19 @ LAB 2019-21 @ FRZ
3210 ERB $2.38 / per month $2.53 / per month
3220 PERS: Judges 25.06% 28.46%
3220 PERS* : agencies w/o significant Police & Fire: SEIU repr w/o significant agency P&F
19.09%13.09%
16.97%n/a
3220 PERS*: agencies with significant Police & Fire- Corrections- DPSST- Forestry- Forestry / SEIU- OLCC- OSP- OYA- OYA / SEIU
23.88%23.10%21.55%15.55%20.55%22.70%23.43%17.43%
22.03%21.66%19.09%
n/a18.09%20.66%21.43%
n/a
3221 PENSION BOND CONTRIBUTION ** Provided by CFO Provided by CFO
3230 SOCIAL SECURITY (FICA) 7.65% 7.65%
3250 WORKERS' COMP ASSESSMENTS (WBF) $2.86 / per month $2.43 / per month
3260 MASS TRANSIT TAX (MT)** .006 = .6% .006 = .6%
3270 FLEX BENEFITS (PEBB Core) $1,389 / per month $1,466 / per month
*Rates blended for budget purposes only. Agencies pay actual rates based on individual employee status.** Manually calculated for agency budget purposes. Agencies pay actual based on wages paid.
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PresenterPresentation NotesGeneral Budget Prep compensation package elements used for 2019-21 PICS Freeze include:
Most Non-SEIU State employees get a 6.95% salary increase effective February 1, 2019 and begin paying their 6% PERS rate. AEE switches over June 2019. (SEIU already made the change to employee-paid PERS 6%.)COLA’s effective June 2018:SEIU / AEE - 1.85%All others – 1.00%Merit (Step) increase projections through 2017-19 into FY20 (June 30, 2019)Budget Comp Plan is updated to reflect collective bargaining changes, COLAs, etc.Note: Please refer to the Winter 2018 Presentation for Freeze ‘Do’s & Don'ts’ on pages 13-14.
PICS Start-up / Current Service Level (CSL)
Freeze data reports for review and Start-Up actions documentation: https://columbia.das.state.or.us:3045/cics/pw55/ppdpw055
The PICS Freeze -Reports
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PresenterPresentation Notes
https://columbia.das.state.or.us:3045/cics/pw55/ppdpw055
PICS Start-up / Current Service Level (CSL)
PICS two-week Start-Up opens April 19th for agencies. Start-Up transmittals must be received prior to close of business May 9th. PICS changes are made on the “BP” file using the “PBPB” entry screen. Changes made during Start-Up update the PICS Base Personal Services
values in the ARB base column on ORBITS at the DCR level (A01 version). Data loaded to ORBITS include salaries/wages, PICS-generated OPE,
and position/FTE counts. Non-PICS personal services items are not included.
Agencies need to submit a Start-Up Audit transmittal regardless of whether or not any changes are performed on PICS during Start-Up.
PICS 2019-21 Start-Up
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PresenterPresentation Notes
PICS Start-up / Current Service Level (CSL)
Allowable Changes During Start-Up: DCR changes that are within the same SCR
DCR changes that cross SCRs must have prior CFO Analyst approval
Adjustments to seasonal position budget rates (returning employee Step rates)
Changes to permanent part-time phased-in positions
PICS screens will be locked down by close of business May 9, 2018 SABRS staff will audit all changes and obtain CFO analyst review and approval.
Once all Start-Up audits are completed PICS will be unlocked for CSL.
PICS 2019-21 Start-Up
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PresenterPresentation Notes
PICS Start-up / Current Service Level (CSL)
After all PICS Start-Up Audit transmittals have been received and validated by SABRS agencies can begin the 2019-2021 Current Service Level (CSL) budget build process.
PICS CSL adjusting entries are restricted to the following essential packages: 021 – Phased in Programs / positions
022 – Phased out Programs / positions
040 – Mandated Caseloads / requires CFO Analyst approval
050 – Fund Shifts
060 – Technical Adjustments
2019-21 PICS CSL Process
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PresenterPresentation Notes
Base Budget Column
What is it
What can I do
Re-Spin of Non-PICS accounts
Essential Packages Column
What are they
How can I use them
ORBITS Reports – Audit & Reconcile
ORBITS Presentation Topics
ORBITS Essential Pkgs, CSL, Reports, Revenue Forecasts
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PresenterPresentation Notes
ORBITS Essential Pkgs, CSL, Reports, Revenue Forecasts
Base Budget Column
PICS Driven accounts are populated based on the PICS Freeze process.
Changes during PICS Start-Up affect the ORBITS Base Budget column.
ORBITS Base Budget column comes from the Bien 2019 M01 version, 2017-19 Leg Approved Budget (LAB) for the following account categories: Revenue accounts excluding beginning balances
Non-PICS expenditure accounts (excluding payroll-related accounts)
Services & Supplies
Capital Outlay
Special Payments
Debt Service
Capital Construction
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PresenterPresentation NotesBeginning Balances are NOT populated.
ORBITS Essential Pkgs, CSL, Reports, Revenue Forecasts
Agencies may re-shuffle expenditure accounts in the BASE column within the same SCR, Budget Category and Appropriated Fund. The following protected accounts may not be changed:
Note: If you need to move protected accounts across DCR’s please use a package 060.
Base Budget Column
PICS-driven accounts (salaries, PERS, etc.)
Acct 3221 – Pension Bond Contribution
Acct 3260 – Mass Transit Tax
Acct 3455 – Vacancy Savings
Acct 4225 – State Govt. Service Charges
Acct 4300 – Professional Services
Acct 4315 – IT Professional Services
Acct 4325 – Attorney General
Acct 4425 – Facilities Rental and Taxes
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PresenterPresentation NotesRe-Shuffling expenditures must be a net zero change at the SCR, Category and Appd Fund level. If you need to move protected accounts do so in the 060 package.
ORBITS Essential Pkgs, CSL, Reports, Revenue Forecasts
Re-spin of Non-PICS Accounts Allowable accounts
• acct 3160 – Temps• acct 3170 – Overtime• accts 3180 & 3190 – Shift & Other Differentials• acct 3240 – Unemployment
Audit requirement The re-spin calculations must include the appropriate 2019-21 OPE values on ORBITS
and balance by SCR/appropriated fund types
• Please refer to the “example” on next page
Base Budget Column
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PresenterPresentation Notes
ORBITS Essential Pkgs, CSL, Reports, Revenue Forecasts
2017–19 LAB vs. 2019-21 Base – Non-PICS Accounts Re-Spin
Base Budget Column
2017-19 LAB
2019-21 Base Difference
2017-19 LAB
2019-21 Base Difference
Temps 50,150 48,100 (2,050) 50,150 47,692 (2,458) OT 9,575 10,225 650 9,575 10,225 650 Shift Diff. 1,000 4,025 3,025 1,000 4,025 3,025 Other Diff. 2,030 900 (1,130) 2,030 900 (1,130)
S&W 62,755 63,250 495 62,755 62,842 87
PERS 1,990 2,393 403 1,990 2,392 402 FICA (SS & Medr) 4,801 4,839 38 4,801 4,807 6
OPE 6,791 7,232 441 6,791 7,199 408
Unemployment 15,250 14,755 (495) 15,250 14,755 (495)
Total 84,796 85,237 441 84,796 84,796 -
Notes: LAB = Legislatively Approved Budget.Use the appropriate PERS rate for your agency.
Other Funds Other Funds"OUT-OF-BALANCE SCENARIO" "IN-BALANCE SCENARIO"
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PresenterPresentation NotesNote; this is just an example of how the ‘re-spin’ would look. Please use the most current PERS rates for your agency. Bottom line; in the right hand scenario you should have a zero variance in Total.
SCR 1
"OUT-OF-BALANCE SCENARIO""IN-BALANCE SCENARIO"
Other FundsOther Funds
2017-19 LAB2019-21 BaseDifference2017-19 LAB2019-21 BaseDifference
Temps50,15048,100(2,050)50,15047,692(2,458)
OT9,57510,2256509,57510,225650
Shift Diff.1,0004,0253,0251,0004,0253,025
Other Diff.2,030900(1,130)2,030900(1,130)
S&W62,75563,25049562,75562,84287
PERS1,9902,3934031,9902,392402
FICA (SS & Medr)4,8014,839384,8014,8076
OPE6,7917,2324416,7917,199408
Unemployment15,25014,755(495)15,25014,755(495)
Total84,79685,23744184,79684,796- 0
Notes:LAB = Legislatively Approved Budget.
Use the appropriate PERS rate for your agency.
&L&F&R&D
ORBITS Essential Pkgs, CSL, Reports, Revenue Forecasts
Essential Packages
Versions A-01 Agency working (DCR level)
S-01 Agency Pre-audit (SCR level only)
Screens Data entry window (base budget column)
Package data entry window
Packages: 010 – Non-PICS Personal Services
021/022 – Phase-In / Phase-Out
031 – State Govt Service Charges / Standard Inflation
032 – Non-Standard Inflation (Analyst Approved)
033 – Exception Committee Approved
040 – Mandated Caseloads
050 – Fund Shifts
060 – Technical Adjustments
Where to start…
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PresenterPresentation NotesQuick Reference of Essential Packages. Refer to the Pages 25 – 31 of the Budget Instructions for more details.
ORBITS Essential Pkgs, CSL, Reports, Revenue Forecasts
Package 010: Non-PICS Personal Services Calculated based on standard inflation of 3.8%
• Temporary wages (acct 3160)• Overtime (acct 3170)• Shift Differentials (acct 3180)• Other Differentials (acct 3190)• Unemployment (acct 3240)
Calculated differences between the control value and base budget amount:
• Pension Bond Contribution aka POB (acct 3221) calculation example
• Vacancy Savings (acct 3455)• Mass Transit Tax (acct 3260) see calculation next slide
Essential Packages
Account Appropriated Fund Type 2019-21 Base Budget 2019-21 POB Package 010 Entry
Pension Obligation Bond 3400 - OF $10,150 $11,500 $1,350
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PresenterPresentation Notes
Vacancy Savings refer to pg.25 Budget Instructions
The goal of the Vacancy Factor calculation is to project budget savings reasonably expected from staff turnover in the 2019-21 biennium.
ORBITS Essential Pkgs, CSL, Reports, Revenue Forecasts
Once data is populated in package 010, use the ANA104A – Mass Transit Audit Report to verify the budgeted amount for Mass Transit Tax.
Adjust Mass Transit Tax (account 3260) as necessary.
Mass Transit is calculated at .006 of Total Salaries and Wages by Fund Type, excluding Federal Funds.
Mass Transit Tax Calculation Sample Report from 2017-19 Biennium
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PresenterPresentation Notes
ORBITS Essential Pkgs, CSL, Reports, Revenue Forecasts
Package 021 / 022: Phase-In’s, Phase-Out’s Used to add/remove funding, expenditure limitation and program costs
that were approved as “one-time” or for only a portion of the biennium.Audit Tip: Make sure you enter your Pkg 022 phase-out values first. Standard
Inflation is calculated on Base minus Package 22.
Package 031: Standard Inflation Most S&S, Capital Outlay and Special Payments accounts inflated @ 3.8% Professional Services (accounts 4300 & 4315) inflated @ 4.2% Attorney General (acct 4325) 20.14% Rent 3.8% State Govt Service Charges need to balance to the On-Line Price List
Essential Packages
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PresenterPresentation Notes
Rent inflate at 3.8% in Package 31, slide 19 will address additional inflation.
ORBITS Essential Pkgs, CSL, Reports, Revenue Forecasts
SABRS has a process to auto-populate Packages 010 and 031 with the standard inflation values into ORBITS
Base Budget minus Package 022 Phase Out values Standard Inflation rates
Automated Inflation procedure is optional:
Contact [email protected] when you are ready to have this procedure run for your agency. NOTE: This procedure may only be run once per agency.
Automated Inflation Calculation Routine
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mailto:[email protected]
ORBITS Essential Pkgs, CSL, Reports, Revenue Forecasts
Package 032: Above Standard Inflation with CFO Analyst Approval Medical inflation – maximum inflation @ 4.2% 0.4% calculated inflation is recorded in this package 3.8% calculated standard inflation to be recorded in package 031
Non-state employee personnel costs as applied to Special Payments maximum inflation @ 4.2% 0.4% calculated inflation is recorded in this package 3.8% calculated standard inflation to be recorded in package 031
Price List items that are usage-based costs such as printing services Marginal inflation above the 3.8% is recorded in this package
Rent Standard 3.8% calculated inflation to be recorded in package 31 for all Uniform Rent: Additional up to the Pricelist Uniform Rent rate is recorded in this package with documented
analyst approval Non Uniform Rent: Up to 2.2% calculated inflation is recorded in this package
Package 033: Above Standard Inflation with Exception Committee Approval Amounts above Standard with documented exception request
Essential Packages…
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PresenterPresentation Notes
Note: This slide has change from what was sent out.
ORBITS Essential Pkgs, CSL, Reports, Revenue Forecasts
Package 040: Mandated Caseloads Refer to the eligible agencies/programs listed on pages 30 and 31 of the 2019-21
Budget & Legislative Concepts instructions Agency must request establishment of this package through your assigned CFO
Analyst before it is available for use in ORBITS or PICS
Package 050: Fund Shifts Used to change fund type on expenditures and/or restore original funding source of a
one-time change approved in the past Change must be net-zero at the Total Funds level Your CFO Analyst must be aware of and in agreement of your intended use of this
package prior to submitting your audit transmittals to SABRS
Essential Packages…
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PresenterPresentation Notes
ORBITS Essential Pkgs, CSL, Reports, Revenue Forecasts
Package 060: Technical Adjustments
Used for Technical Adjustments; net zero result. Examples of technical adjustments for package 060:
• Moving programs or accounts from one SCR to another SCR• Re-aligning expenditures across budget categories or protected S&S accounts• Shifting a Special Payment expenditure to a revenue transfer
Discuss the intended use of this package with your CFO Analyst and receive their approval, prior to submitting audit transmittals for PICS or ORBITS to SABRS
Essential Packages…
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PresenterPresentation Notes
ORBITS Essential Pkgs, CSL, Reports, Revenue Forecasts
ORBITS Reports
Analysis & Comparison ANA100A – Version/Column
Comparison Report ANA102A – Inflation Forecast
Report*• *Useful report in determining
inflation amounts (must have data loaded in the Base Budget column and in essential package 022)
ANA103A – Inflation Analysis Report
ANA104A – Mass Transit Audit Report
Audit Reports
AUD 100 – Audit Error Report
AUD004 – Transfers and Special Payments
Budget Development
BDV001A - Agency Worksheets –Revenues & Expenditures
BDV002A – Detail Revenues & Expenditures – Requested Budget
BDV004B – Detail Revenues & Expenditures – Essential/Policy Packages
BDV104 – Biennial Budget Summary (aka Summary of 2013-15 Budget)
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PresenterPresentation Notes
ORBITS Essential Pkgs, CSL, Reports, Revenue Forecasts
Revenue data in the 2019-21 Base Budget column is copied from the 2017-19 Legislatively Approved Budget column Agencies should analyze, re-project and modify revenues as appropriate for
their programs Total revenues must cover requested expenditures For agencies that produce General Fund Revenues; these values must be
consistent with the May 2018 state revenue forecast SABRS will audit these values to the data provided by the Office of Economic Analysis
Revenue Projections
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PresenterPresentation Notes
ORBITS Essential Pkgs, CSL, Reports, Revenue Forecasts
Federal Funds (FF) Most FF revenues are received on a reimbursement basis Total FF revenues generally equal total requested FF expenditures FF revenues are normally entered in the Base Budget column and in the
Essential/Policy package(s)
Lottery Funds (LF) Recipient agencies will be provided specific revenue values by DAS and/or OWEB LF revenues should be entered in the Base Budget column and in the Essential
package(s) Agencies requesting additional LF revenues in Policy packages are directed to use
the generic Transfer In Lottery Proceeds account (1040)
Revenue Categories
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PresenterPresentation Notes
If you are allowed to keep ending balances in either LF or FF please let us know when you submit for audit. DAS – Business Services will provide a Lottery Funds Distribution schedule, balance to that.
Note: Once you are done with your CSL Audit please submit audit transmittal to ORBITS Help.
PICS ARB ORBITS ARB Building ORBITS Policy Packages
Agency Request Budget Topics:
PICS & ORBITS ARB
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PICS & ORBITS ARB
The PICS 2019-21 Agency Request Budget consists of PICS Base Budget, Essential Packages and Policy Packages
Position changes in PICS update the Personal Services accounts in the ORBITS A01 Version This includes Salaries & Wages, PICS-driven OPE, and position & FTE counts
Policy Packages can be used to request new positions or make changes to existing positionsNew positions are added to PICS at the second step of the classification’s salary
rate, or -New positions added to PICS at a step higher than step 2 requires written
approval from your CFO Analyst
2019-21 PICS ARB
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PresenterPresentation Notes
PICS & ORBITS ARB
PICS Package-on-Package
The PICS “PKG” data field is used to key in the number of the package driving the need for entry into PICS (e.g.. PKG 040, 060, 101, etc.). This field must be updated for each position action.
In some instances a position may be impacted by actions from multiple packages.
• An example is a position DCR is changed as a Technical Adjustment in Pkg 060. Subsequently the position is reclassified in a Policy Option Package.
• PICS limitations only allow one package number to be used for every position record. From the example above it is at the discretion of the agency to decide whether to perform the position actions from both packages in Package 060 or the Policy Option Package in order to solve the “package-on-package” scenario.
• Please note any instances of package-on-package actions with the submission of the PICS ARB Audit Transmittal listing the position number(s) and the actions performed.
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PresenterPresentation Notes
PICS & ORBITS ARB
Building the ARB in ORBITS:
Base Budget Column• 2019-21 Base Budget is copied from the 2017-19 Legislatively Approved Budget column
• Position changes during PICS Start-up effect the Base column
Essential Packages Column• Packages 010 - 060 contain the building blocks necessary to maintain programs at the
Current Service Level (CSL)
Policy Packages Column• Agency Policy Packages are used to request budget authority beyond the CSL
• Calculations for package 070 (revenue reduction) is also in this column
• Column will be opened after PICS CSL Audit
2019-21 ORBITS ARB
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PresenterPresentation NotesThe sum of an agency's base budget, essential packages, and policy packages comprise the Agency Request BudgetThis includes package 070 Revenue Shortfall package
PICS & ORBITS ARB
Establishing Policy Packages Agencies need to provide the following data for Policy Package establishment in ORBITS
• Policy Package number is determined by the agency. Numbers 100 through 499 are reserved for agency package use • Package titles (45 characters maximum including spaces) are determined by the agency• SCR(s) assigned to the package
All policy packages must be requested through and approved by your CFO Analyst No cap/limit on Policy Packages (should be within reason) No negative ending balances in ARB column Account 4225- Do not include SGSC changes (at CSL these values will balance to the Price List and should
not be updated at this point/updated at GRB) Run the AUD100 and AUD004 reports to check for errors before submittal (see ORBITS Manual Appendix G
for more detail on error messages) Use the 19-21 ARB Audit Points as a guide and checklist
ORBITS Policy Packages
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PresenterPresentation NotesFor SABRS to send up new policy packages we need the:
Package numberTitle that the agency has decidedAnd the SCR assigned to the package. Keep the title meaningful for decision makersNo negative ending balances in ARB column, which you may have had at BASE or CSL, but should have made appropriate adjustments or reduction in packages to ensure positive ending balances (070)SGSC Acct. 4225 no updated at this time and will be updated/reconciled at GRBThere is no cap on Policy packages, but try not to build the Eiffel Tower/ less for GRB reconciliationThere are many reports in ORBITS to help review your packages and listed are a couple options to ensure you pass auditUse the ARB Audit Points available on the web under presentations as a guide and checklist. (TBD)SABRS will audit the ARB against the checklist
http://www.oregon.gov/das/Financial/Documents/ORBITS_Manual.pdf
PICS & ORBITS ARB
Policy Package and Other Considerations
Reflect policy and program changes affecting an agency's budget from CSL
Policy Packages 081 and 082 are for E-board actions after April
• Amounts are biennialized and inflated using standard inflation rates
Deferred Maintenance & Capital Budgeting
• SB 1067 (2017): Agencies that own state buildings and infrastructure should request policy packages that bring the agency’s total deferred maintenance and capital improvements budget at a minimum to a level of two percent of the current replacement
Reduction Options of 10 percent
• Based on the Modified CSL (Base + Essential Packages + Package 070)
• 5 percent increments and separated by fund type (GF, LF, OF, FF)
ORBITS Policy Packages
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PresenterPresentation Notes
Again, Policy Packages should reflect changes from CSLPackages 81 and 82 will be for any 17-19 LAB E-board actions after AprilOne change from last budget cycle is new requirements on Deferred Maintenance and & Capital BudgetingBasically agencies that have items pertaining to this should request policy packages of 2 percent of the current replacementThis will not affect all agencies, only those that meet the criteria listed or in the Budget InstructionsReduction Options are based on Modified CSL and should be in 5 percent increments. Submitted to your CFO Analyst and not SABRS
PICS & ORBITS ARB
Policy Package Examples
Form new programs or expand existing ones
Implement partnership programs among agencies (This includes actions to formalize)
Interagency program coordination efforts
Transfer programs between agencies, if the transfer has not been legislatively approved
Shift from one fund type to another, if the shift does not match past budget policy (work with SABRS and CFO Analyst)
Establish or increase fees
Request new debt service authority
See Budget Instructions pg. 31-36 for more detail on packages and examples
ORBITS Policy Packages
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PresenterPresentation NotesThis is just a list of Policy Package Examples and the Budget Instructions have more examples for those new to the budget process.More examples in the Budget Instructions
2019 - 21 Budget Schedule
Early Submittal Agencies
Resources and Contact Information
Workday Update / PICS 2019-21 Budget Build
http://www.oregon.gov/das/HR/pages/workday.aspx
Helpful Hints & Other Useful Information
Closing
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http://www.oregon.gov/das/HR/pages/workday.aspx
Closing
2019-21 Budget Schedules
March• 03/27 – Feb Session Actions• 03/25 – PICS Permanent Finance
Plans• 03/31 – SCR/DCR Changes
• Revenue Estimates• CSL Exception Requests
April• 04/17 – PICS Freeze• 04/19 – PICS Start-Up Actions• 04/20 – PICS & ORBITS CSL
Begins
May• 05/09 – Start-Up Transmittals
Due• 05/31 – PICS CSL Due/All Agys
• ORBITS CSL Due/Early Agys
June• 06/28 – PICS ARB Due / All Agys
• ORBITS CSL Due/All Other Agys• ORBITS ARB Due/Early Agys
July• 07/31 – ORBITS ARB Due/All
Other Agys
TBD• GRB Audit Requests Due• LAB Audit Requests Due
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PresenterPresentation Notes
Closing
Early Submittal Agencies
Accountancy (120)
Advocacy (131)
Aviation (109)
Commission for the Blind (585)
Chiropractic Exam (811)
Licensed Clinical Soc. Workers (124)
Columbia River Gorge (350)
Construction Contractors (915)
Consumer & Bus Svcs. (440)
Criminal Justice (213)
Dentistry (834)
District Attorneys (196)
Employment (471)
Employment Relations (115)
Energy (330)
Nursing (851)
Parole/Post Prison Supervision (255)
Pharmacy (855)
Psych Sec Review (399)
Public Employee Retirement (459)
Public Safety Standards/Trng. (259)
Public Utility (860)
Racing Commission (862)
Real Estate (919)
State Lands (141)
Tax Practitioners Board (119)
Teacher Standards/Pract. (584)
Veteran’s (274)
Water Resources (690)
Geology & Mineral (632)
Govt. Ethics (199)
Health Related Licensing (833)
Housing/Comm. Svc (914)
Labor & Industries (839)
Land Conservation & Dev (660)
Land Use (662)
Library (543)
Liquor Control (845)
Marine Board (250)
Medical Board (847)
Mental Health Regulatory (108)
Military (248)
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PresenterPresentation Notes
QUESTIONS & RESOURCES35
What do you need? Resource: How you access this resource:
ORBITS reports ORBITS system, through CITRIX https://inside.das.oregon.gov/Citrix/XenApp/auth/login.aspx Contactyour agency computer support for installation.
ORBITS or CITRIX password reset
ORBITS Help [email protected]
PICS password reset DAS Mainframe RACF Security To reset, contact [email protected]
PICS data entry guidelines PICS User Manual http://www.oregon.gov/das/Financial/Documents/PICS_Users_Manual.pdf
ORBITS end user help ORBITS Reports Manual http://www.oregon.gov/das/Financial/Documents/ORBITS_Reports_Manual.pdf
ORBITS end user help ORBITS User Manual http://www.oregon.gov/das/Financial/Documents/ORBITS_Manual.pdf
SABRS Forms Check the “Development” and “Execution” sections of the SABRSwebsite.
http://www.oregon.gov/das/Financial/pages/SABRS.aspx
Agency Quick Reference Guide
ORBITS http://www.oregon.gov/das/Financial/Documents/Agency%20Quick%20Reference%20Guide.pdf
Introduction to State Budget
Background information for new agency budget staff
http://www.oregon.gov/das/Financial/Documents/Introduction%20to%20Budget.pdf
Other questions The SABRS team! [email protected]
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PresenterPresentation NotesMichele…Please remember – The Budget Instructions are a very useful tool while developing your budget!Table of resources. Links imbedded in the PDF document, this presentation will be posted to the web for your use.Home button
https://inside.das.oregon.gov/Citrix/XenApp/auth/login.aspxmailto:[email protected]:[email protected]://www.oregon.gov/das/Financial/Documents/PICS_Users_Manual.pdfhttp://www.oregon.gov/das/Financial/Documents/ORBITS_Reports_Manual.pdfhttp://www.oregon.gov/das/Financial/Documents/ORBITS_Manual.pdfhttp://www.oregon.gov/das/Financial/pages/SABRS.aspxhttp://www.oregon.gov/das/Financial/Documents/Agency%20Quick%20Reference%20Guide.pdfhttp://www.oregon.gov/das/Financial/Documents/Introduction%20to%20Budget.pdfmailto:[email protected]
Robert Otero, SABR Auditor 503-373-0211Patrick Sevigny, SABR Auditor 503-378-8203Michele Nichols, Senior SABR Auditor 503-373-1863John Poitras, SABR Programmer 503-378-3163Shawn Miller, SABR Programmer 503-378-2227Sandy Ridderbusch, SABR Manager 503-378-2277
Email: [email protected]: http://www.oregon.gov/das/Financial/pages/SABRS.aspx
SABRS Contact Information
Closing
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mailto:[email protected]://www.oregon.gov/das/Financial/pages/SABRS.aspx
Workday Update
Closing
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PresenterPresentation NotesWorkday update: As you may have heard Workday is scheduled to go live in June. How will this impact you? As you have heard, Budget Prep will continue to be done on PICS; so no change there.
Budget Execution: Once live, can run reports and look at data on Workday. The business process for PFP’s will not change at this time; we will still require the same paperwork and perform the entries in Budget Execution as we always have. If this changes we will let you know.
You will be seeing an e-mail from the Workday Project soon that will go into more detail. We have Sue Williams here from the Workday Project if you have any questions.
2019-2021Budget Process Presentation���PRESENTATION OVERVIEWPICS Start-up / Current Service Level (CSL)PICS Start-up / Current Service Level (CSL)PICS Start-up / Current Service Level (CSL)PICS Start-up / Current Service Level (CSL)PICS Start-up / Current Service Level (CSL)PICS Start-up / Current Service Level (CSL)ORBITS Essential Pkgs, CSL, Reports, Revenue ForecastsORBITS Essential Pkgs, CSL, Reports, Revenue ForecastsORBITS Essential Pkgs, CSL, Reports, Revenue ForecastsORBITS Essential Pkgs, CSL, Reports, Revenue ForecastsORBITS Essential Pkgs, CSL, Reports, Revenue ForecastsORBITS Essential Pkgs, CSL, Reports, Revenue ForecastsORBITS Essential Pkgs, CSL, Reports, Revenue ForecastsORBITS Essential Pkgs, CSL, Reports, Revenue ForecastsORBITS Essential Pkgs, CSL, Reports, Revenue ForecastsORBITS Essential Pkgs, CSL, Reports, Revenue ForecastsORBITS Essential Pkgs, CSL, Reports, Revenue ForecastsORBITS Essential Pkgs, CSL, Reports, Revenue ForecastsORBITS Essential Pkgs, CSL, Reports, Revenue ForecastsORBITS Essential Pkgs, CSL, Reports, Revenue ForecastsORBITS Essential Pkgs, CSL, Reports, Revenue ForecastsORBITS Essential Pkgs, CSL, Reports, Revenue ForecastsPICS & ORBITS ARBPICS & ORBITS ARBPICS & ORBITS ARBPICS & ORBITS ARBPICS & ORBITS ARBPICS & ORBITS ARBPICS & ORBITS ARBClosingClosingClosingQUESTIONS & RESOURCESClosingClosing