Project Updates

For each of the Performance Budgeting (PB) implementation parts, a four-phased approach will be used. Phase 1, the Envision phase, involves the collection of data regarding the County budget process, developing a prototype database, and the writing of this Fit Analysis Report. Phase 2, the Create phase, involves software configuration, training, and building the production database to support the County’s budget process. Phase 3, the Achieve phase, involves going live and providing access to the system for County use. Phase 4, post-implementation support, provides additional assistance to the County as Departments begin using the system in a production environment and for the development of the County’s Budget Book using the PatternStream® software.

During Phase 1, Envision, CGI consultants met with County personnel from the Budget and Management Services (BMS) Department to review the County’s budget process and to determine how PB might be implemented for that process. The CGI team built a prototype database on a CGI server running PB version 3.7.

This Fit report describes the information collected through interviews and outlines the processes that will be used by the County to develop their operating and capital budgets using CGI Advantage Performance Budgeting.

These processes were demonstrated with the prototype database during July and August 2007. This Fit Analysis demonstrates the County’s ability to complete their budget development process using the CGI Advantage Performance Budgeting application.

Phase 2 of this project, the Create phase, involves the configuration of the software currently being installed on the County’s server, the training of key personnel in the setup and use of PB, and support in building the production PB database. One of the Phase 2 tasks usually includes the development of interfaces from the County’s CGI Advantage 3 Financial system. These interfaces will not be finalized until the County goes live with FM early in 2008. We will also develop the CGI Advantage Performance Budgeting to CGI Advantage 3 Financial System interface for uploading the adopted budget after FM go-live. Included in Phase 2 will be the development of up to ten custom reports required by the County for use with PB.

During Phase 3, Achieve, which is scheduled to occur the first week of December 2007, CGI will assist the County in going live with the production PB database. This process will involve final uploads of data prior to allowing end user access, establishing user IDs for Departmental Users, and training for end users. The final Phase will provide assistance to the County during the initial weeks of Departmental use of the system and will provide technical assistance and additional training as required to support the application administrator, database administrator, and end users as they make the transition to the new system. This phase will also include the development of the budget book using Finite Matters, Ltd., software PatternStream.