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1. Office of State Budget and Management Integrated Budget Information System (NC IBIS) Overview
October 2010
2. Agenda 2
3. Overview 3
4. Overview (cont’d) 4
5. Goals 5
6. Key Features 6
7. Key Features (cont’d) 7
8. 8
9. I. Policies and Concepts 9
10. Program Data 10
11. Module 1: Overview 11
12. Program Data* 12
13. Worksheet I/Base Continuation Budget 13
14. 14
15. Worksheet II/Change Budget Request 15
16. Change Budget Request (formerly Expansion Budget Process*)
includes the following:
Budget reduction options
Expansion of existing programs, new programs, and/or pilot programs
Department proposals to change a statutorily controlled program by redirecting funds from one program to another
One-time major equipment purchases
Continued phase in of new programs initiated in the previous biennium
Funds to replace lost federal funds
Additional operating funds, above those allowed in the Worksheet I/ Base Continuation Budget, including current programs, new programs, and/or pilot programs
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17. 17
18. Worksheet III/Capital Budget Request 18
19. 19
20. Agency Roles & Submission Workflow 20
21. Prepares Change Request
Ensures data adheres to proper guidelines for submission
Inputs program data
Send form(s) to other NC IBIS users for additional input or review
Sends completed form(s) to approver
Reviews Change
Request
Reviews form(s) completed by preparer(s)
Sends form(s) back to preparer if adjustments are required
Makes changes to completed form(s) (if applicable)
Reviews final form and sends to Submitter
Finalizes and Submits Change Request
Reviews all change requests submitted by the approver(s)
Sends form(s) back to approver if adjustments are required
Prioritizes the request for increases on behalf of the Agency
Submits completed request to OSBM
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Preparer can be anyone within the agency that is authority to complete a request on the behalf of the program
(Budget Analyst or Program Manager)
Approver – the person who has the authority to approve request on behalf of the program (can be the preparer)
Submitter – authorized to submit the request to the OSBMPreparer can be anyone within the agency that is authority to complete a request on the behalf of the program
(Budget Analyst or Program Manager)
Approver – the person who has the authority to approve request on behalf of the program (can be the preparer)
Submitter – authorized to submit the request to the OSBM
22. 22
23. Module 2: Change Budget Request Form Detail 23
24. Module 2: Overview 24
25. Module 2: Worksheet II 25
26. Module 2: Worksheet II 26
27. Module 2: Worksheet II 27
28. 28
29. Module 2: Worksheet II 29
30. Module 2: Worksheet II 30
31. 31
32. 32
33. Module 2: Worksheet II 33
34. Module 2: Worksheet II 34
35. Module 2: Worksheet II 35
36. Module 2: Worksheet II 36
37. Module 2: Worksheet II 37
38. Module 2: Worksheet II 38
39. Module 2: Worksheet II 39
40. Module 2: Worksheet II 40
41. Module 2: Worksheet II 41
42. Module 2: Worksheet II 42
43. Module 2: Worksheet II 43
44. Module 2: Worksheet II 44
45. Module 2: Worksheet II 45
46. Module 2: Worksheet II 46
47. Module 2: Worksheet II 47
48. Now that you have completed this section, you should be able to:
Understand the new process for requesting changes to the base budget
Use NC IBIS Change Budget Request form (Worksheet II) to request any changes to the base budget
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49. Module 3: Capital Budget Request form detail 49
50. Module 3: Overview 50
51. Module 3: Worksheet III 51
52. Module 3: Capital Improvement Requests 52
53. Module 3: Capital Improvement Requests 53
54. 54
55. 55
56. Module 3: Capital Improvement Requests 56
57. Module 3: Capital Improvement Requests 57
58. Module 3: Capital Improvement Requests 58
59. Module 3: Capital Improvement Requests 59
60. Module 3: Capital Improvement Requests 60
61. Module 3: Capital Improvement Requests 61
62. Module 3: Capital Improvement Requests 62
63. Module 3: Capital Improvement Requests 63
64. Module 3: Capital Improvement Requests 64
65. Module 3: Capital Improvement Requests 65
66. Module 3: Capital Improvement Requests 66
67. Module 3: Capital Improvement Requests 67
68. Module 3: Capital Improvement Requests 68
69. Module 3: Capital Improvement Requests 69
70. Module 3: Capital Improvement Requests 70
71. Module 3: Capital Improvement Requests 71
72. Module 3: Capital Improvement Requests 72
73. Module 3: Worksheet III 73
74. Module 3: Repair & Renovation Requests 74
75. Module 3: Repair & Renovation Requests 75
76. Module 3: Repair & Renovation Requests 76
77. Module 3: Repair & Renovation Requests 77
78. Module 3: Repair & Renovation Requests 78
79. Module 3: Repair & Renovation Requests 79
80.
81. 81
82. 82
83. 83
84. 84
85. Now that you have completed this section, you should:
Understand the new process for requesting Capital Improvement and Repair and Renovation projects
Be able to prepare a request
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86. III. Upcoming Training Events 86
87. Future Training Activities 87
88. Glossary 88
89. 89
90. Appendix: University Data 90
91. IBIS Roles for the Universities:
Submitter role will be performed by UNC General Administration personnel (Phase 1 only)
Worksheet II/Change Budget Request - By selecting the Fund Code/Purpose Code will by default restrict the selection of the Program Level 1 and Program Level 2 options to be the same as the Fund Code/Purpose Code
Actual and Budget Data for the University Programs will be submitted on separate data collection form in IBIS (Form to be developed)
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