Campus Budget Development System

Description

The budget development and reporting system from SRC (Sandstrom-Reif Corporation) effectively combines a multi-dimensional relational database with a fully functional live Excel user interface. The integration of these two technologies provides a flexible and powerful system that is easy to learn and to use. In addition, the UAMS system was designed to accommodate all state regulations and reporting requirements.

Original and current financial and payroll data is downloaded from the campus SAP system, and built into SRC budget workbooks at the department level. This data can then be used to facilitate budget hearings at the division level, and the Excel workbook format provides users with a mechanism for entering and consolidating data for the new budget year. A set of varied custom reports allows users at all levels to view their budgets in either summary or detailed formats.

After budgets are completed and approved each June, detailed financial and payroll data are uploaded into SAP in preparation for the start of the new fiscal year. Information provided by SRC custom reports is used by Budget Office personnel to complete reports required by the UA Board of Trustees and the Arkansas Department of Higher Education, as well as to provide for the ad hoc reporting needs of campus administration.

Installation and Training:

New SRC users should contact the Budget Office for approval to access the software, and to determine how their access will be defined in the SRC Security module. IT Help Desk Workstation Support will install the software package on the user’s PC and inform Server Support group that access to the server is approved.

Training will be done on a one-on-one basis, which allows the user’s own department budgets to be utilized during the session for more effective learning. Training is generally done February – April of each year, and can be arranged by calling the Budget Office. However, training can be done as needed at any time of the year.

Distribution of Annual Budgeting Information

During the month of January each fiscal year, the Director of Budget will distribute the budget packet by email to division business officers, who will then distribute the information within their respective divisions as needed. This packet will contain information on Line Item Maximum salaries, the Quadraflex Pay plan for classified employees, valid budget commitment items, and an updated copy of instructions for use of the SRC system.

Instruction Guide to UAMS Budget Development System