Budget Menu
Vision and Direction
IBIS Project Vision
To implement a web-based Integrated Budget Information System (IBIS) that will streamline and integrate the budgeting process from development to decision making and publication.
IBIS Project Goals
The project goals of IBIS encompass a set of business objectives and a set of technical objectives that will ultimately lead to project deliverables that meet the State's budgetary and planning needs.
Business Objectives
- Modernize the budget development process through a feasible implementation of current technology that provides the greatest value for the State
- Provide a consistent and timely view of budget information
- Attain a higher level of efficiency in budgeting for the Governor, the General Assembly, and the State's citizens
- Streamline budget preparation and document production
- Expand government performance and accountability, in accordance with Governor Perdue's Executive Order No. 3
- Improve budget execution and monitoring capabilities
- Connect programs to budget and performance in a way that facilitates the continual evaluation of programs
- Provide additional analytical capability to enable better decision-making
- Improve user experience through development of a user-friendly system that includes features such as spreadsheet interfaces, drill-down, drag and drop, and easy output of data to commonly used formats
- Provide for management of budget-related taxonomies, such as budget codes, fund codes/centers, account codes, programs, and organizational structures
- Reduce risks from continued use of older technology, reliance on in-house support, and an aging IT workforce
- Automate manual tasks
Technical Objectives
- Provide an integrated Web-based technical solution. The current solution is a conglomeration of custom applications using a variety of technologies as well as many manual processes that are spreadsheet-based.
- Replace the mainframe Budget Preparation System (BPS) -- Line-item detail (Worksheet I and certification)
- Replace the mainframe Budget Revision System (BRS)
- Replace the mainframe Salary Control module
- Replace the mainframe Budget Allotment module
- Replace supporting server-based custom applications that provide for document production. These server-based applications are primarily built from custom Oracle PL/SQL stored procedures, with some processing done in PERL or other programming languages. Microsoft Office and Adobe Creative Suite are used to produce the printed documents.
- Automate program data and other performance information collection
- Replace the current spreadsheet-based process for developing and submitting budget increases or reductions (Worksheet II)
- Replace the current spreadsheet-based process for developing and submitting capital budget requests (Worksheet III)
- Replace the current spreadsheet-based process for collecting and maintaining supplementary information and summary data used in budget development and document production
- Replace other manual budget processes that use printed or Excel forms, such as creation of a new fund/center
- Provide self-service reporting of budget information that does not require custom programming by IT staff
- Improve data validation
- Improve integration with other State systems
- Provide workspace for agencies to develop alternative budget scenarios
Project Plan
NC OSBM Budget System Project Plan
Benefits to Agencies
The new IBIS (Integrated Budget Information System) will provide agencies with an enhanced and improved user experience. Enhanced features will make the application easier to use and reduce the need for complex manuals and numerous training sessions. Most notably, the system will provide:
- Easier access to data; ad hoc reporting; downloads to Excel
- Automated processes
- Web access for all budget functions
- Single ID and password
- Onscreen navigation aids
- Context sensitive help
- Online documentation
Contact
NCIBIS@osbm.nc.gov