Library: Policy
OKDHS:2-11-21. Oklahoma Human Services (OKDHS) budget work program, budget performance review, budget request, capital request, and legislative requests.
Revised 8-15-22
(a) OKDHS budget work program (BWP). The budget work program details the planned allocation of all OKDHS spending for the upcoming state fiscal year. OKDHS is required, per Section 34.42 of Title 62 of the Oklahoma Statutes (62 O.S. § 34.42), to submit the budget work program to Oklahoma Office of Management and Enterprise Services (OMES) Budget Division by June 30.
(1) Preparation. During the first week of April, Financial Services Budget Unit presents the preliminary new fiscal year BWP to division leadership for review. Divisions must return their reviewed BWP to the Financial Services Budget Unit by April 30.
(2) Approval. The chief financial officer presents the final recommended BWP to members of the executive team, who are responsible for approval.
(3) Submission. OKDHS completes and submits the BWP and capital planning documents to OMES by June 30 of each fiscal year.
(b) Annual legislative budget performance review (BPR). An annual BPR provides performance metrics to the Oklahoma State Legislature.
(1) Preparation. OKDHS divisions and Financial Services complete the BPR. Data compiled for the review typically includes performance metrics related to the current and prior fiscal year’s budget, program expenditures, and performance.
(2) Approval. The OKDHS executive team is responsible for approval.
(3) Submission. OKDHS submits the completed BPR to the Oklahoma State Legislature by the date requested.
(c) OKDHS budget request. The OKDHS upcoming fiscal year budget request is statutorily required, per 62 O.S. § 34.36, to be submitted to OMES no later than October 1 prior to the start of the following fiscal year.
(1) Preparation. Each year in September, Financial Services delivers instructions and forms to each division director with a required completion date.
(A) Designated personnel within each division are required to complete the necessary forms for all request items and return them to Financial Services.
(B) New or expanded capital projects are included in the budget request process.
(2) Approval. Financial Servicesschedules and facilitates the annual budget request review meetings with OKDHS divisions and the executive team. The OKDHS Director and executive team
finalize and approve the budget.
(3) Submission. Financial Services submits the completed budget request to the Secretary of Human Services and Early Childhood Initiatives, no later than October 1 of each year.
(d) OKDHS capital request. The capital request provides prioritized lists, cost estimates, and justification of capital needs for all OKDHS facilities for the request year.
(1) Preparation. Each division director is responsible for prioritizing all capital needs within his or her purview. Support Services is responsible for collecting capital requests from divisions and submitting the information to Financial Services.
(2) Approval. The OKDHS Director is responsible for final prioritization and approval of the capital request.
(3) Submission. Financial Services submits the capital request to the Oklahoma State Bond Advisor, no later than July 1 of each year.
(e) Legislative requests. Current program evaluation and performance metrics, per 62 O.S. § 45.9 and § 45.11, are compiled, including OKDHS goals, personnel and payroll data, grant information, and other specific items, per 62 O.S. § 34.35 and § 34.43, upon request from the Oklahoma State Legislature or OMES.
