Training for Systems

The following types of training are available for members of budget offices in state agencies in the following areas:

  • General concepts of state budgeting
  • Use of X/TND to view OSBM reports and convert data to Excel format
  • Hands on training in budget revisions, allotments, budget preparation, and certification, salary and position control

Budget Systems

On-line data entry systems have been developed by OSBM for agency input in both budget development and execution. Access to the OSBM systems housed on the state’s enterprise mainframe server requires a security code and password, which may be obtained through an agency’s budget officer or through the technical staff at OSBM. Access to the other Web-based systems is available to appropriate agency contacts through passwords and logins provided by OSBM.

Budget Preparation

The on-line Budget Preparation System (BPS), developed by OSBM, has long been used by agency budget offices to develop and present the governor’s recommended budget at a detailed budget account level. BPS runs under the IMS control program at the ITS enterprise server, and can be accessed by any terminal which can emulate a 3270 device or from an internet browser. Although the budget is presented at the fund/object level within each budget code, agencies can maintain their budgets at lower account levels.

Budget Revision

Budget revisions (Form BD 606) are submitted to OSBM through the automated Budget Revision System (BRS), which was developed by OSBM. Agencies must use this system to process any revisions to their certified or authorized budgets. Any agency that does not have access to the automated system must consult with the OSBM budget analyst assigned to their agency.

Budget Allotment

Using the OSBM automated system, each agency must submit to OSBM a periodic request for an allotment of the amount appropriated by the General Assembly to carry on the work of the agency. OSBM can require quarterly or more frequent allotments. The allotment process is initiated by an agency requesting an allotment of funds for the ensuing period. OSBM budget analysts review the request against fund availability and approve the allotment before cash can be released to the agency by the Office of State Controller.

Capital Allotment

Similar to the Budget Allotment System, capital allotment requests and approval are handled as transactions between agencies and OSBM through the Capital Allotment System.

Salary Control

The Salary Control on-line system brings together all state departments' budget and personnel transactions that affect salaries and position counts and shows the annual obligation. The system serves both to prevent overspending salary line-items on an annual basis and to show the detailed transactions necessary to balance one recommended budget with the previous one.

Results-Based Budgeting

As part of budget development and presentation, agencies enter performance related information such as mission statements, goals, measures, strategies, service statements, and fund purpose statements through a Web-enabled on-line system.

Community Resource Information System (CRIS) (about CRIS)

CRIS is a Web-enabled database resource of agency-provided descriptive information about state-administered grant programs that disburse funds to non-state entities.

Government Fees

OSBM collects data on fees charged by each state department, bureau, division, board, commission, institution, and agency in accordance with G.S. 143C-9-4. The fee information is collected electronically through Web forms.

Systems Manuals
Budget Manuals and Instructions
For assistance with OSBM systems, contact osbm-systems