1. How does OHCA’s budget become
Oklahoma Legislative Budget Process
How does OHCA’s budget become
an appropriation?
07/2016

2. State fiscal year (SFY)
Budget Timeline
State fiscal year (SFY)
Agency budget request – August/September
Due: October 1
Review of request by the Office of Management and Enterprise Services (OMES) – October/January
Governor’s state budget request – January
Due: First Monday in February
Legislative appropriations – February/May
Agency Budget Work Program – June
Due: July 1, or as soon as possible

3. Agency Budget Request
Preparation: August and September Date Due: October 1 Purpose: To present to the executive and legislative branches a detailed outline of estimated funding needs to accomplish the agency’s mission and assigned responsibilities.

4. Review and Analysis of Agency Budget Request
Timeframe: October – January
The director of OMES
Reviews agency’s budget request
Prepares state budget for governor

5. Review and Analysis of Agency Budget Request
Review, analysis and recommendation by director of OMES
Analyzes sources of funds
Reviews prior year(s) expenditures
Reviews current Budget Work Program
Reevaluates agency’s responsibilities
Meets with agency personnel
With Cabinet Secretary, recommends agency budget for review and approval by governor

6. Governor’s State Budget
Preparation: January Due: First Monday in February Governor reviews agency’s budget requests and OMES recommendations and finalizes a budget recommendation to legislature.

7. Governor’s State budget
The sum total of the funds recommended for appropriation to all agencies will be within the amount certified by the State Board of Equalization.
plus available “cash” funds
plus any revenue-raising measures necessary to balance the budget proposals

8. Legislative Appropriations
Timeframe: February through May

9. Legislative Appropriations
Legislature appropriates funds and authorizes expenditures for state operations.
Appropriations committees or subcommittees review fiscal requests
Reviews state and agency goals
Meets with OHCA director
Listens to OMES’s explanation of governor’s proposed budget

10. Legislative Appropriations, cont.
Appropriates funds and authorizes expenditures for state operations.
Files evaluation report by March 1, in accordance with zero-based budgeting policies, to ensure the agency has demonstrated a public need for its services and the agency is the proper provider of the program

11. Legislative Appropriations
May approve general appropriation bill
General appropriation bill typically allocates base funding
May include any annualizations
May include any federal/state funding changes
Allocates remaining funds
General Conference Committee on Appropriations (GCCA) subcommittees

12. Agency Budget Work Program
Preparation: June Due Date: July 1, or as soon as possible

13. Agency Budget Work Program, Cont.
Purpose: To establish agency’s plans for expenditures of available funds.
Requires approval by director of OMES prior to any allotment, encumbrance or claim
Encompasses previous year’s base expenditures plus legislatively-appropriated increases