UNM Sunshine Portal Agenda Overview Legislative Direction and - - PowerPoint PPT Presentation

UNM Sunshine Portal

Agenda

• Overview – Legislative Direction and President Schmidly’s Initiative
• Project Timelines and Milestones
• Report List and Samples:
• - Sample List of Future UNM Sunshine Portal Reports
• - Current Salary Book Report Sample Data
• - Future SharePoint Salary Book Dashboard Markup Sample
• - Current Purchase Contract > 20K Report Sample Data
• - Future SharePoint Purchasing Contract >20K Dashboard Markup Sample

Overview – Legislature Direction and Presidential Initiative

Senate Bill 195 (SB195 - The Sunshine Portal Transparency Act) Requires all state agencies of New Mexico to “develop, operate and maintain a single internet web site that is free, user-friendly, searchable and accessible to the public, known as the ‘sunshine portal’, to host the state's financial information including budgets, expenditures, revenue, and

• ther information for the purpose of governmental transparency and accountability to taxpayers.”

Senate Bill 327 (Certain Public School Info on Sunshine Portal) “…to amend Senate Bill 195 to include public schools under the requirements of the Act, with the public school information available on the portal no later than July 1, 2012. “  Although Higher Education is not called out in the amendment, UNM’s administration would like to proactively address the requirement of a Sunshine Portal Transparency site in advance of a potential mandate. President Schimidly’s Announcement to Albuquerque Journal on Nov 9, 2011: He supports “a transparent accounting of the University’s public business. To that end, UNM is close to beginning work on the creation of a comprehensive sunshine portal that will allow the public

• nline access to UNM’s financial information such as budgets, expenditures, contracts and

employee salary information.”

Report List and Samples Sample List of Future UNM Sunshine Portal Reports

State Agency Requirement per SB 195 (as amended by SB 327) Scope Format Frequency #3 annual operating budgets for each state agency with monthly expenditures by category. In Scope. PDF Per Regents schedule #4 contracts that a state agency enters into for the lease, sale or development of state land and state contracts that have a total contract price of more than twenty thousand dollars ($20,000), naming the recipient of the contract, the purpose

• f the contract and the amounts expended

In Scope SharePoint Dashboard Monthly – Cumulative YTD

Sample List of UNM Reports Continue….

# 9 reversions and cash balances by state agency and fund. Scope PDF Annual #10 appropriations for capital projects, identified by project location, type of project and funding source In Scope PDF Annual #11 a directory of all employee positions, other than exempt employee positions, identified

• nly by state agency, position title and salary.

In Scope SharePoint Dashboard Monthly #12 a directory of all exempt employee positions, identified by state agency, position title, salary and the name of the individual that holds the position. In Scope; Covered in #11 above SharePoint Dashboard Monthly

Sample List of UNM Reports Continue….

#14 a link to an open meeting tracker web site upon which each state agency shall post

• pen meetings scheduled for the current month

and the next month, including the time and place

• f the meeting, the subject of the meeting and an

agenda. Scope Link Real-Time #16 a link to the state auditor's web site for the purpose of accessing financial audits. In Scope PDF Annual #17 a link to New Mexico's statutes In Scope Link Real-Time #18 a link to the New Mexico Administrative Code. In Scope Link Real-Time #19 a link to the secretary of state's web sites for lobbyist regulation In Scope Link Real-Time #20 an annual summary within three months after the end of the fiscal year, or as soon thereafter as the information becomes available, of the state's fiscal health, including the state budget, revenues and expenditures for the previous fiscal year and projected revenues and operating budgets for the current fiscal year In Scope PDF Per Regents Schedule

Current Salary Book Report Sample Data

Future SharePoint Salary Book Dashboard Markup Sample

* Actual format may change based on design decision during implementation.

Current Purchase Contract > 20K Report Sample Data

Future SharePoint Purchasing Contract >20K Dashboard Markup Sample