2019-2021Budget Process Presentation · DAS Fleet Services PICS Start-up / Current Service Level ( CSL) ... SABRS staff will audit all changes and obtain CFO analyst review and approval

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.


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 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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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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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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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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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.


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.


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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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


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.


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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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.


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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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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Rent inflate at 3.8% in Package 31, slide 19 will address additional inflation.


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]


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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Note: This slide has change from what was sent out.


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


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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


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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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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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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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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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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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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)


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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


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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

32

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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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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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