Early
Planning
Budget Prep
Series
Administration and Finance
Information Systems
Management
Contents
Slide Presentation ..................................................................................................... 1
Examining a FOP for Next Fiscal Year (NFY) Budget Prep ......................................... 5
HR121 Current Appointment Examples .................................................................... 7
FI002 Current Budget Examples .............................................................................. 10
FI202 Base Budget for Next Year............................................................................. 11
HR103 Projected Salary Expense............................................................................. 12
HR104 Position Budgets Minus Annual Salary Expense .......................................... 13
Budget Development Base Budget and Projected Salaries..................................... 14
Early Planning for Budget Prep
Byron Anderson
Administration & Finance Information Systems Management (AFISM)
A&F Information System Management (AFISM)
Early Planning for Budget Prep
What is Budget Prep?
 Annual Preparation for Next FY (NFY)
• From Current FY (CFY) Original Budget
• Plus Permanent Adjustments
• Planning in May for September
 Budget Website
RaiderLink > A&F Work Tools >
Budget Home > Budget Prep Resources
Budget Announcements
•
•
 Concurrent CFY and NFY Systems
(2)
A&F Information System Management (AFISM)
Early Planning for Budget Prep
Budget Prep Procedures
1. TEAM App: Grant Access to Preparers
2. Salary Planner: Establish Employee Pay
3. Transfer System: For transfers between
two different funds
4. Budget Development. Set the Operating
Budget. Salaries (6A1, 6A2, etc) are
updated from Salary Planner. Transfers are
updated from the Transfer System.
5. Cognos Reports: To review and edit
Salary Planner and Budget Development
(3)
Early Planning for NFY
1
A&F Information System Management (AFISM)
Early Planning for Budget Prep
Start with the Pre-Prep Checklist
(4)
A&F Information System Management (AFISM)
Early Planning for Budget Prep
1. Review Budget Prep Security
 TEAM App
• Access Request: Add/Delete Access for Org Mgr
plus 2
• Budget Prep Reports to view assignments
 Review Organization Hierarchy
• Cognos > TTU Finance > All Finance Reports >
FI028
 HR127 Organizations for Budget Prep
• Shows Org Mgr plus 2
• Can be reviewed as needed
• Burst to Dean Level Business Manager
(5)
A&F Information System Management (AFISM)
Early Planning for Budget Prep
2. Review Positions for Your Orgn(s)
 Employee Salary Equals Position Budget
 View Positions for Each Orgn
• POSN > RPT_PBUD_002
• Are all positions listed?
• Email ambud@ttu.edu with changes; include
Financial Manager or alternate as approvers
 View Employees by Home Orgn
• RPT_EMPL_007
• Are employees assigned properly?
• Email HR Comp Ops with changes
(6)
Early Planning for NFY
2
A&F Information System Management (AFISM)
Early Planning for Budget Prep
3. Student Positions / Summer Appts
 Reports
• HR103, Preview Employees for Salary Planner
• HR011, Pooled Positions with Incumbents by
Organization
 Guidelines for Job End or Termination
• Terminate those not returning for NFY
• Summer Appts end on or before August 31st
• Federal WS W-position end by August 15th
• State WS W-position end by August 31st
(7)
A&F Information System Management (AFISM)
Early Planning for Budget Prep
4. Temporary Funding
 Employees cannot be paid from funds
that end on or before August 31
• EDT_NBAJOBS_001 JLBD Funded From Ending
Grant
• College Temporary FOP / SPAR Temporary FOP
• Change Labor Distribution in Salary Planner
• Job Labor Distribution – Future form
(8)
A&F Information System Management (AFISM)
Early Planning for Budget Prep
5. Review and Edit before Budget Prep
 Reports
HR103, Preview Employees for Salary Planner
HR104, Preview Postions for Salary Planner
FI202, Preview Budget Development
FI204, Permanent and Temporary Budget Detail
Report
• FI235, Preview Budget Development Target
Summary
•
•
•
•
 Budget Prep "Cheat Sheet“ for
Suggestions
(9)
Early Planning for NFY
3
A&F Information System Management (AFISM)
Early Planning for Budget Prep
6. Register for Budget Prep Classes
 Budget Prep Training for 1st time
preparers, or take it as a refresher
 Budget Prep Workshops to meet with a
Budget Analyst for 1-on-1 assistance
(10)
From here it’s possible!!
Early Planning for NFY
4
Examining a FOP for Next Fiscal Year (NFY) Starting Budget
1. FI002 – Current Fiscal Year (CFY), is an at-a-glance reminder of your current status.
Budget Original is the “starting point” for the CFY, sometimes referred to as the “adopted budget,” and is
considered a “permanent adjustment” for the Next Fiscal Year (NFY) Budget.
Budget Adjustment is the CFY total adjustments, the sum of permanent and temporary revisions. Only the
“Permanent Adjustments” will carry forward to NFY.
Budget Current is the CFY revised budget after adjustments, and is the current starting point for operations.
2. FI202 - The Base Budget, or NFY starting point, is the sum of the Adopted Budget and Permanent
Adjustments. The Base Budget will be displayed in the Budget Development application of Budget Prep, and
can be edited for NFY. This report is a primary reference for the budget preparer.
Early Planning for NFY
5
3. FI204 (Optional) – Might be useful in separating adjustments between permanent and temporary.
Permanent Budget is the sum of CFY original (adopted) budget plus permanent adjustments, and represents
the NFY base budget (starting point) which will be displayed in the Budget Development application of Budget
Prep, where it will be edited as needed for NFY.
Temporary Budget is the CFY temporary adjustments.
Total Budget is the CFY current budget as seen on FI002.
4. FI235 – The Target Budget for Budget Development, with expense summaries; compare to FI202.
Salary Budget is the sum of base budget salary accounts (budget pools).
Operating Budget is the sum of base budget operating accounts (budget pools).
Transfers Out, for FOPs that transfer funds to other FOPs, is the sum of transfers out.
Target Budget is the total base budget which will be displayed in the Budget Development application of
Budget Prep, and can be edited for NFY. This report is a primary reference for the budget preparer.
Early Planning for NFY
6
Early Planning for NFY
7
C88002
Status
A
Early
Planning
Ofc
Job
Suffix
00
Effective
Date
09/01/12
FUND
16C099
11A006
T
T
BUDGET PREP NOTES:
09/01/12
Job
Begin
Date
Early Planning Ofc
Early Planning Ofc
ORGN Desc
Primary
Job
Type
F
6A2508
6A2508
ACCT
12/31/99
Job End
Date
Full/Part
Time
FUTURE APPOINTMENT INFORMATION
C88002
C88002
ORGN
SM
Payroll
ID
FT Non Exempt
Staff
E Class Desc
14.82
ACCT Desc
1.000
FTE
Hourly
Rate
Hiring Location
Desc
86.67
Hours/
Units
Per
Pay
100
100
Position Summary
SW Office Mgt Support Non Exempt
PROG
1,284.50
Assign
Salary
Per Pay
Period
Texas Tech
University
Home Chart
SW Office Mgt Support Non Exempt
01/15/13
Last
Paid
Date
Hiring
Location
The Employee is assigned to the correct Home Organization
The Job Position is assigned to the correct Organization
Departmental Operating Expense
Admin
Business
Assistant
P Class
Desc
N1
E
Class
The Employee and Annual Salary will be copied to Next Year's Budget
The Annual Salary will be allocated to these FOP(s) by the Percent(s)
DOUBLE-CHECK, Verify that:
S1124
FUND Desc
00
P
Class
03/08/2005
Texas Tech University
Current and Future Appointment Report
Home Organization: Not Applicable
Original Hire
Date
Plan Ahead Fund
Admin
Business
Assistant
Job
Suffix
03/08/2005
Current Hire
Date
Position Title
COAS
T25083
Position
Number
Future Job Information
No Data Available
Future Job Labor Distribution
No Data Available
Position
Number
T25083
Job Labor Distribution
Position
ORGN
Position
ORGN
Desc
A
Staff 2
R40903169
Job Information
Employee
Status
Employee Name
Employee ID
Employee Information
Report: HR121
Home ORGN Desc
24
Pay
Periods
102.76
1,284.50
1,181.74
100.00%
92.00%
8.00%
Percent
30,828.03
Annual
Salary
Early Planning
Office
Amount Pay Per Period
24
Factor
C88002
Home
ORGN
01/31/13
Early Planning for NFY
8
C88002
C88002
A
A
00
T23590
10/01/12
Effective
Date
09/01/12
T
P Class
Desc
Instructor
Research
Asst
Professor
FUND Desc
F5918
F5907
P
Class
Plan Ahead Fund
Departmental Operating Expense
00
00
Original Hire
Date
03/16/1992
Texas Tech University
E Class Desc
Early Planning Ofc
Early Planning Ofc
ORGN Desc
10/01/12
09/01/12
Job
Begin
Date
6A1902
6A1801
ACCT
12/31/99
12/31/99
Job End
Date
F
Full/Part
Time
FUTURE APPOINTMENT INFORMATION
C88002
C88002
Primary
Secondary
Job Type
FT 9 Mo Fac Non Vac
Elig
ORGN
MN
MN
Payroll
ID
F1
E
Class
Current and Future Appointment Report
Home Organization: Not Applicable
25.69
1,000.00
Hourly
Rate
ACCT Desc
1.000
0.000
FTE
Hiring Location
Desc
173.33
1.00
Hours/
Units
Per
Pay
100
PROG
4,453.26
1,000.00
Assign
Salary Per
Pay Period
Texas Tech
University
Home Chart
100
Position Summary
SW Faculty Equiv Non Tenure Track
Position Summary
SW Faculty Non Tenure Track
01/31/13
01/31/13
Last
Paid
Date
Hiring
Location
The Annual Salary and FOP allocation must be reviewed for ALL Employees
Annual Salary must be paid from valid (not Temporary) FOPs for Next Year
16C099
11A006
BUDGET PREP NOTES:
No Data Available
Future Job Labor Distribution
No Data Available
Future Job Information
Job
Suffix
00
Position
Number
T28085
T
T23590
Early
Planning Ofc
Instructor
Research
Asst
Professor
FUND
T28085
Early
Planning Ofc
Job
Suffix
11/27/1995
Current Hire
Date
Position
Title
COAS
Position
Number
Job Labor Distribution
Position
ORGN
Status
A
Employee
Status
Position
ORGN Desc
Faculty 1
R40529265
Job Information
Employee Name
Employee ID
Employee Information
Report: HR121
12
9
Pay
Periods
4,453.25
4,453.25
1,000.00
100.00%
100.00%
100.00%
100.00%
Percent
40,079.33
9,000.00
Annual
Salary
Early Planning Ofc
Home ORGN Desc
Amount Pay Per
Period
1,000.00
9
9
Factor
C88002
Home
ORGN
01/31/13
Early Planning for NFY
9
C88002
A
Job
Suffix
00
Effective
Date
10/01/12
FUND
11A006
U0325
P
Class
Departmental Operating Expense
MN
ORGN
E Class Desc
09/01/12
Job
Begin
Date
6A4401
ACCT
12/31/99
Job End
Date
P
Full/Part
Time
FUTURE APPOINTMENT INFORMATION
Early Planning Ofc
ORGN Desc
Primary
Job
Type
PT Exempt TA GPTI
GRHA
Payroll
ID
C88002
P Class
Desc
S2
E
Class
Teaching
Assistant
09/01/2008
Original Hire
Date
FUND Desc
00
Job
Suffix
Texas Tech University
Current and Future Appointment Report
Home Organization: Not Applicable
24.16
Hourly
Rate
ACCT Desc
0.500
FTE
Hiring Location
Desc
9
Factor
C88002
Home
ORGN
01/31/13
9
Pay
Periods
2,093.70
2,093.70
100.00%
100.00%
Percent
18,843.34
Annual
Salary
Home ORGN
Desc
Early Planning
Ofc
Amount Pay Per Period
2,093.70
Position Summary
100
PROG
86.67
Assign
Salary Per
Pay Period
Texas Tech
University
Home Chart
Hours/
Units
Per
Pay
SW Student Employee Graduate
01/31/13
Last
Paid
Date
Hiring
Location
BUDGET PREP NOTES: Submit a "Terminate Employee" ePAF for any employees whose employment is ending
Submit a "Job Change-End" ePAF for employees not to be included in Next Year's budget
No Data Available
Future Job Labor Distribution
No Data Available
Future Job Information
Position
Number
T29477
Position
Title
09/01/2008
Current Hire
Date
Teaching
Assistant
T
T29477
Early
Planning Ofc
COAS
Position
Number
Job Labor Distribution
Position
ORGN
Status
A
Employee
Status
Position
ORGN Desc
TA 1
R41944708
Job Information
Employee Name
Employee
ID
Employee Information
Report: HR121
Reductions
6A1
6A2
6A4
6A5
6B4
6Z0
7A0
7C0
7D0
7F0
7F1
7G0
7H0
7N0
7P0
7Z6
Additions
Reductions
Budget
Pool
5A0
5A1
5Z8
10
Created By: Walt Disney
Texas Tech University
Sept 1
0.00
272,232.00
4,352.00
11,213.00
30,962.00
318,759.00
Budget
Original
131,833.78
806,833.78
400.00
60,000.00
0.00
0.00
785.62
0.00
0.00
0.00
71,982.27
0.00
20,601.25
86,610.00
398,450.78
0.00
42,737.94
166.72
25.00
6,147.63
961.47
8,454.62
549.19
19,837.19
81.00
0.00
41,467.47
3,534.52
154,621.75
87,599.99
32,266.29
Rev/Exp
Actual
754,335.85
0.00
800,332.10
(45,996.25)
Rev/Exp
Actual
5,000.00
106,573.35
10,656.49
4,666.32
0.00
126,896.16
Rev/Exp
Actual
-1-
9,000.00
273,012.60
19,031.29
4,666.32
0.00
305,710.21
0.00
0.00
0.00
0.00
268,187.37
0.00
0.00
0.00
0.00
9,490.89
0.00
7,470.06
1,272.87
1,101.47
0.00
0.00
0.00
0.00
92,933.97
138,105.07
17,813.04
Expense
Encumbrance
Expense
Encumbrance
0.00
0.00
140,195.63
400.00
17,262.06
(166.72)
(25.00)
(14,852.90)
(961.47)
(15,924.68)
(1,822.06)
51,043.61
(81.00)
20,601.25
45,142.53
3,274.48
36,305.53
Fav/
(Unfav)
19,335.85
0.00
65,332.10
(45,996.25)
Fav/
(Unfav)
0.00
0.00
0.00
6,546.68
6,502.11
13,048.79
Fav/
(Unfav)
Run By: Ebenezer Scrooge
666,638.15
0.00
42,737.94
166.72
25.00
15,638.52
961.47
15,924.68
1,822.06
20,938.66
81.00
0.00
41,467.47
3,534.52
247,555.72
225,705.06
50,079.33
Rev/Exp
Total
754,335.85
0.00
800,332.10
(45,996.25)
Rev/Exp
Total
Fund Manager: Duck, Donald
Orgn Manager: Duck, Donald.
4,000.00
166,439.25
8,374.80
0.00
0.00
178,814.05
Rev/Exp
Total
Fund Manager: Red, Raider
Orgn Manager: Duck, Donald
Expense
Encumbrance
Note: Budget Pool 5Z8 has been been programmed to show 0.00 in the Fav/(Unfav) column
675,000.00
60,000.00
(1,246.00)
0.00
1,646.00
0.00
0.00
0.00
0.00
0.00
0.00
1,342.27
70,640.00
0.00
0.00
0.00
0.00
(43,967.75)
64,569.00
0.00
0.00
785.62
0.00
6,809.00
86,610.00
0.00
6,809.00
233,740.25
50,121.00
0.00
283,861.25
(69,618.94)
225,705.06
(49,201.67)
50,079.33
Budget
Current
804,705.89
69,705.89
99,281.00
Budget
Adjustment
0.00
735,000.00
Budget
Current
Budget
Today's
Prog: 100
Operating
Instruction
Expense
9,000.00
273,012.60
19,031.29
11,213.00
6,502.11
318,759.00
Budget
Current
295,324.00
Budget
Original
129,705.89
69,705.89
0.00
675,000.00
0.00
60,000.00
0.00
Budget
Adjustment
675,000.00
Budget
Original
Budget
Adjustments:
Temporary +
Permanent
9,000.00
780.60
14,679.29
0.00
(24,459.89)
0.00
Budget
Adjustment
Prog: 100
Instruction Expense
Revenue Expense Budget Pools By FOP
For Period Beginning September 1, 2012 and Ending August 31, 2013
Orgn: C88002
Starting
Early Planning Ofc
SW Faculty Salaries Budget Pool
SW Staff Salaries Budget Pool
SW Other Salaries Budget Pool
SW Longevity Budget Pool
FB Payroll Related Cost Budget Pool
Budget Code Unallocated Salary 06
PF Prof Fees and Svs Budget Pool
MS Materials/Supplies Budget Pool
CU Comm and Utilities Budget Pool
RM Repairs/Maintenance Budget Pool
RM Repairs/Maint Other Budget Pool
RL Rentals and Leases Budget Pool
PR Print/Reproduction Budget Pool
OE Other Expenses Budget Pool
SC Scholarships Budget Pool
Budget Code Unallocated Exp 99
Budget Pool
Description
TF Tuition Budget Pool
TF Fees Budget Pool
Budget Code Fund Balance
Budget Pool
Description
SW Faculty Salaries Budget Pool
SW Staff Salaries Budget Pool
SW Other Salaries Budget Pool
SW Longevity Budget Pool
Budget Code Unallocated Salary 06
Fund: 16C099
Plan Ahead Fund
Additions
Budget
Pool
Reductions
6A1
6A2
6A4
6A5
6Z0
Fund: 11A006
Departmental Operating Expense
Reductions
Budget
Budget Pool
Pool
Description
Orgn: C88002
Early Planning Ofc
FI002 or FI004 are commonly used
to review the status of a budget.
Report: FI002
Early Planning for NFY
Report: FI202 The Adopted Budget, Permanent
Sept 1
Starting
Preview FY14 Budget Development
Budget
Summary Net
Created by: Walt Disney
Budget Development - Edit 70
Oper Exp >>70 Operating Expenses
60 Personnel Expenses
70 Operating Expenses
Salary Planner - Plan Employee Pay
and Budget Vacant/Pooled Positions for
6A1, 6A2, 6A4; use Budget Reports for
6A5, 6B4 and Overloads
7C0
7Z6
6A1
6A2
6A4
6A5
6B4
6Z0
-1-
MS Materials/Supplies Budget Pool
Budget Code Unallocated Exp 99
SW Faculty Salaries Budget Pool
SW Staff Salaries Budget Pool
SW Other Salaries Budget Pool
SW Longevity Budget Pool
FB Payroll Related Cost Budget Pool
Budget Code Unallocated Salary 06
Account Code
Title
5A1
TF Fees Budget Pool
Base Budget
272,232.00
4,352.00
11,213.00
30,962.00
318,759.00
(318,759.00)
Organization: C88002-Early Planning Ofc
Adopted Budget Permanent Adjustments Base Budget
675,000.00
0.00
675,000.00
675,000.00 Amount Links 0.00
675,000.00
99,281.00 Allow Drilling
0.00
99,281.00
295,324.00
0.00
295,324.00
Down to
50,121.00
0.00
50,121.00
Transactions
6,809.00
0.00
6,809.00
86,610.00
0.00
86,610.00
64,569.00
0.00
64,569.00
602,714.00
0.00
602,714.00
70,640.00
0.00
70,640.00
1,646.00
0.00
1,646.00
72,286.00
0.00
72,286.00
(318,759.00)
0.00
(318,759.00)
Run By: Ebenezer Scrooge
Base
Budget:
Next Year's
Starting
Point
Fund: 16C099-Plan Ahead Fund
Program
Account Type
50 Revenues
100
50 Revenues
60 Personnel Expenses
Only
Permanent
Adjustments
Organization: C88002-Early Planning Ofc
Adopted Budget Permanent Adjustments
272,232.00
0.00
4,352.00
0.00
11,213.00
0.00
30,962.00
0.00
318,759.00
0.00
(318,759.00)
0.00
Texas Tech University
Fund: 11A006-Departmental Operating Expense
Program
Account Type
Account Code
Title
100
60 Personnel Expenses
6A2
SW Staff Salaries Budget Pool
6A4
SW Other Salaries Budget Pool
6A5
SW Longevity Budget Pool
6Z0
Budget Code Unallocated Salary 06
60 Personnel Expenses
Net (Net: Revenue Budget minus Expense Budget equals:)
Adjustments, and Base Budget columns are
copied to Budget Prep as Next Year's Budget.
Early Planning for NFY
11
Early Planning for NFY
12
Fund: 16C099
Plan Ahead Fund
Budget Pool
Position Organization
6A1
C88002 - Early Planning Ofc
Total 16C099-C88002-100-6A1
6A2
C88002 - Early Planning Ofc
C88002 - Early Planning Ofc
C88002 - Early Planning Ofc
C88002 - Early Planning Ofc
C88002 - Early Planning Ofc
C88002 - Early Planning Ofc
C88002 - Early Planning Ofc
C88002 - Early Planning Ofc
C88002 - Early Planning Ofc
C88002 - Early Planning Ofc
C88002 - Early Planning Ofc
Total 16C099-C88002-100-6A2
6A4
C88002 - Early Planning Ofc
C88002 - Early Planning Ofc
C88002 - Early Planning Ofc
C88002 - Early Planning Ofc
C88002 - Early Planning Ofc
C88002 - Early Planning Ofc
C88002 - Early Planning Ofc
C88002 - Early Planning Ofc
C88002 - Early Planning Ofc
C88002 - Early Planning Ofc
C88002 - Early Planning Ofc
C88002 - Early Planning Ofc
C88002 - Early Planning Ofc
C88002 - Early Planning Ofc
C88002 - Early Planning Ofc
C88002 - Early Planning Ofc
C88002 - Early Planning Ofc
C88002 - Early Planning Ofc
Total 16C099-C88002-100-6A4
Summary
Created by: Walt Disney
Texas Tech University
T22498 - 00
T25083 - 00
T25103 - 00
T25233 - 00
T25869 - 00
T29003 - 00
T29035 - 00
T29176 - 00
T29645 - 00
T29938 - 00
Staff 1
Staff 2
Staff 3
Staff 4
Staff 5
Staff 6
Staff 7
Staff 8
Staff 9
Staff 10
TA 1
R40902430
R40903169
R40528461
R40538678
R40536013
R40522460
R40537413
R40519821
R40514077
R40536053
R41944708
Title
SA 1
SA 2
TA 2
TA 3
TA 4
TA 5
TA 6
TA 7
TA 8
TA 9
TA 10
TA 11
TA 12
TA 13
TA 14
TA 15
TA 16
TA 17
R50449662
R50501855
R40103227
R40457718
R40482934
R40518313
R40542090
R40542607
R40545204
R40786190
R41942402
R41957772
R50200070
R50310687
R50372096
R50388419
R50732962
R51184228
-1-
T26133 - 00
T26133 - 00
T29477 - 00
T29477 - 00
T29477 - 00
T29477 - 00
T29477 - 00
T29477 - 00
T29477 - 00
T29477 - 00
T29477 - 00
T29477 - 00
T29477 - 00
T29477 - 00
T29477 - 00
T29477 - 00
T29477 - 00
T29477 - 00
T22498 - 00
T24341 - 00
T24874 - 00
T25083 - 00
T25233 - 00
T27618 - 00
T28822 - 00
T29071 - 00
T29176 - 00
T29645 - 00
T29938 - 00
Staff 1
Staff 11
Staff 12
Staff 2
Staff 4
Staff 13
Staff 14
Staff 15
Staff 8
Staff 9
Staff 10
R40902430
R40913423
R40538161
R40903169
R40538678
R50289554
R50329983
R40514687
R40519821
R40514077
R40536053
Student Assistant
Student Assistant
Teaching Assistant
Teaching Assistant
Teaching Assistant
Teaching Assistant
Teaching Assistant
Teaching Assistant
Teaching Assistant
Teaching Assistant
Teaching Assistant
Teaching Assistant
Teaching Assistant
Teaching Assistant
Teaching Assistant
Teaching Assistant
Teaching Assistant
Teaching Assistant
Unit Coordinator
Programmer Analyst I
Sr Business Assistant
Admin Business Assistant
Unit Manager
Sr Business Assistant
Senior Technician
Research Associate
Advisor
Research Associate
Sr Office Assistant
Position
Title
T23590 - 00 Research Asst Professor
Organization: C88002
Early Planning Ofc
Employee ID
Employee Name
R40529265
Faculty 1
T29477 - 00 Teaching Assistant
Unit Coordinator
Admin Business Assistant
Specialist II
Unit Manager
Lead Account Processor
Unit Manager
Supervisor
Advisor
Research Associate
Sr Office Assistant
Position
T28085 - 00 Instructor
Preview Employees for FY14 Salary Planner
Organization: C88002
Early Planning Ofc
Employee ID
Employee Name
R40529265
Faculty 1
Projected Next Year's Salary Expenses
from current Employee Annual Salaries
Fund: 11A006
Departmental Operating Expense
Budget Pool
Position Organization
6A1
C88002 - Early Planning Ofc
Total 11A006-C88002-100-6A1
6A2
C88002 - Early Planning Ofc
C88002 - Early Planning Ofc
C88002 - Early Planning Ofc
C88002 - Early Planning Ofc
C88002 - Early Planning Ofc
C88002 - Early Planning Ofc
C88002 - Early Planning Ofc
C88002 - Early Planning Ofc
C88002 - Early Planning Ofc
C88002 - Early Planning Ofc
Total 11A006-C88002-100-6A2
6A4
C88002 - Early Planning Ofc
Total 11A006-C88002-100-6A4
Report: HR103
Program: 100
Instruction Expense
JLBD % Annual Salary on FOAP
100.00
40,079.33
40,079.33
34.72
14,449.08
51.87
18,708.78
29,809.63
100.00
8.00
2,466.24
2.00
816.00
100.00
22,657.41
100.00
30,618.78
100.00
43,280.64
50.00
20,582.39
60.48
29,205.71
48.16
14,223.48
226,818.14
100.00
7,644.60
100.00
7,644.60
100.00
14,843.34
100.00
13,623.84
100.00
14,843.34
100.00
14,843.34
100.00
14,843.34
100.00
14,843.34
100.00
14,843.34
100.00
14,843.34
14,843.34
100.00
20.00
3,733.67
100.00
14,843.34
100.00
14,843.34
20.00
3,733.67
100.00
14,843.34
100.00
14,843.34
100.00
13,623.84
228,124.30
796,373.55
Run By: Ebenezer Scrooge
Program: 100
Instruction Expense
JLBD % Annual Salary on FOAP
100.00
9,000.00
9,000.00
15.28
6,358.92
92.00
28,361.79
100.00
25,417.75
98.00
39,984.00
100.00
35,750.33
100.00
42,656.40
100.00
42,624.58
43.63
17,960.19
39.52
19,084.15
51.84
15,310.33
273,508.45
100.00
18,843.34
18,843.34
Salary Exp
to the FOP
Total 16C099-C88002-100-6A4
Summary
Created by: Walt Disney
Fund: 11A006
Departmental Operating Expense
Account Pool
Position
6A1
Total 11A006-C88002-100-6A1
6A2
T22498 - Unit Coordinator
T25083 - Admin Business Assistant
T25103 - Specialist II
T25233 - Unit Manager
T25869 - Lead Account Processor
T29003 - Unit Manager
T29035 - Supervisor
T29176 - Advisor
T29645 - Research Associate
T29938 - Sr Office Assistant
Total 11A006-C88002-100-6A2
6A4
Total 11A006-C88002-100-6A4
Fund: 16C099
Plan Ahead Fund
Account Pool
Position
6A1
T23590 - Research Asst Professor
T28085 - Instructor
T28214 - Research Faculty
Total 16C099-C88002-100-6A1
6A2
T22498 - Unit Coordinator
T24002 - Post Doctoral Rsch Assoc
T24341 - Programmer Analyst I
T24874 - Sr Business Assistant
T25083 - Admin Business Assistant
T25233 - Unit Manager
T27618 - Sr Business Assistant
T28822 - Senior Technician
T29071 - Research Associate
T29176 - Advisor
T29645 - Research Associate
T29938 - Sr Office Assistant
Total 16C099-C88002-100-6A2
6A4
T29477 - Teaching Assistant
1.000
1.000
1.000
1.000
1.000
1.000
0.680
1.000
1.000
1.000
1.000
1.000
40.250
P
Position "Base" FTE
1.000
10.000
1.000
1.000
1.000
1.000
1.000
1.000
1.000
1.000
1.000
1.000
1.000
15.28
92.00
100.00
98.00
100.00
100.00
100.00
50.00
39.52
51.84
% on FOP
7.66
34.72
100.00
51.87
100.00
8.00
2.00
100.00
100.00
100.00
50.00
60.48
48.16
Expense
Program: 100
(from HR103)
Instruction Expense
FTE on FOP Postion Budget on FOP Annual Salary on FOP
Fav/(Unfav)
0.00
9,000.00
(9,000.00)
9,000.00
(9,000.00)
0.153
6,358.92
6,358.92
0.00
0.920
28,361.79
28,361.79
0.00
1.000
25,417.75
25,417.75
0.00
0.980
39,984.00
39,984.00
0.00
1.000
35,750.33
35,750.33
0.00
1.000
42,656.40
42,656.40
0.00
1.000
42,624.58
42,624.58
0.00
0.500
20,582.39
17,960.19
2,622.20
0.395
19,084.15
19,084.15
0.00
0.518
15,310.33
15,310.33
0.00
7.466
276,130.64
273,508.45
2,622.20
0.00
18,843.34
(18,843.34)
18,843.34
(18,843.34)
Program: 100
Instruction Expense
FTE on FOP Postion Budget on FOP Annual Salary on FOP
Fav/(Unfav)
1.000
40,079.33
40,079.33
0.00
0.754
26,993.71
0.00
26,993.71
1.000
32,994.00
0.00
32,994.00
2.754
100,067.04
40,079.33
59,987.71
0.347
14,449.08
14,449.08
0.00
1.000
72,000.00
0.00
72,000.00
0.519
18,708.78
18,708.78
0.00
1.000
29,809.63
29,809.63
0.00
0.080
2,466.24
2,466.24
0.00
0.020
816.00
816.00
0.00
0.680
22,657.41
22,657.41
0.00
1.000
30,618.78
30,618.78
0.00
1.000
43,280.64
43,280.64
0.00
0.500
20,582.39
20,582.39
0.00
0.605
29,205.71
29,205.71
0.00
0.482
14,223.48
14,223.48
0.00
72,000.00
7.232
298,818.14
226,818.14
3.083
50,121.44
212,835.10
(162,713.66)
0.00
15,289.20
(15,289.20)
3.083
50,121.44
228,124.30
(178,002.86)
20.536
725,137.26
796,373.55
(71,236.29)
Run By: Ebenezer Scrooge
Position Budgets for 6A1, 6A2, 6A4 copy
to Budget Prep as "Proposed Budget"
-1-
654,326.90
41,616.00
72,000.00
36,068.59
29,809.63
30,828.03
40,800.00
22,657.41
30,618.78
43,280.64
41,164.78
48,289.86
29,533.81
Organization: C88002
Early Planning Ofc
Position "Base" Budget % on FOP
40,079.33
100.00
358,006.80
7.54
32,994.00
100.00
41,616.00
30,828.03
25,417.75
40,800.00
35,750.33
42,656.40
42,624.58
41,164.78
48,289.86
29,533.81
Organization: C88002
Early Planning Ofc
Position "Base" FTE
Position "Base" Budget
Favorable: zero or positive amount
(Unfavorable): negative; over spent
Budgeted minus Expense equals:
Position Budget on this FOP
Preview Positions for FY Salary Planner
Texas Tech University
Position FTE & Salary
S
P
S
S
S
S
S
S
S
S
S
S
Single/Pooled
S
P
S
S
S
S
S
S
S
S
S
S
S
Single/Pooled
Of the Position FTE & Salary,
what is Budgeted for this FOP and what
Annual Salary will be Expensed?
Report: HR104
Early Planning for NFY
13
Early Planning for NFY
14
N
N
OPAL
OPAL
100
6A
Instruction Expense
Title
SALARIES AND WAGES
6A1 SW Faculty Salaries Budget
Pool
6A4 SW Other Salaries Budget Pool
Status Text Program Account
Type/Code
FI202
0.00
0.00
Permanent
Adjustments
Budget
Duration
Code
4,352.00 P
272,232.00 P
Base
Budget
From FI202, the Sept 1 FY13 Adopted Budget, plus
Permanent Changes, equals FY14 Base Budget
(Starting Budget)
4,352.00
272,232.00
Adopted
Budget
Sum of HR104
Position Budgets
0.00
276,130.64
HR 104
Proposed
Budget
Budget Development
Change Values can
be entered for other
6A Budget Pools and
for 70 Operating
Expenses
Change Values
cannot be entered
for 6A1, 6A2, 6A4 make adjustments in
Salary Planner
Employee Pay and/or
Position Budgets
Change Value
Cumulative
Change rows
should be zero
-4,352.00
3,898.64
Equals 0.00
Percent Cumulative
Change
New Budget
must equal
Base Budget
0.00
276,130.64
New Budget Delete
Record
AFISM Class Evaluation
Date: ____________________
Class: Early Planning for Budget Prep
Presenter(s): Byron Anderson
Please indicate your evaluation of each statement.
1.
2.
3.
4.
5.
6.
7.
8.
9.
The presentation was easy to follow.
The Presenter’s knowledge was sufficient for the topics.
The Presenter’s delivery helped me learn.
The class included opportunities for questions and discussion.
I know more than before I came to class.
Class materials will be helpful back on the job.
I will recommend this class to others.
I will recommend this presenter to others.
My evaluation of the overall class is:
Strongly
Agree









Strongly
Disagree
Neutral


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














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






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

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The best part of this course:
_____________________________________________________________________________________
_____________________________________________________________________________________
_____________________________________________________________________________________
The least useful part of this course:
_____________________________________________________________________________________
_____________________________________________________________________________________
_____________________________________________________________________________________
Suggestions or other comments:
_____________________________________________________________________________________
_____________________________________________________________________________________
_____________________________________________________________________________________
If you wish to be contacted, please complete the following:
Name: ___________________________________________
Department: ______________________________________
Phone: __________________________________________
Email: ___________________________________________
When completed, return the form before you leave the session, or mail to: AFISM | MS 5064