Jessica Williams
&
Byron Anderson
Early
Planning
Budget Prep
Series
Administration and Finance
Information Systems
Management
Contents
Slide Presentation ..........................................................................................................1
Pre-Prep Checklist ..........................................................................................................5
FY14 Budget Prep Preview “Cheat Sheet” ........................................................................6
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
1
Early Planning for Budget Prep
2
Early Planning for Budget Prep
3
Early Planning for Budget Prep
4
Pre-Prep Checklist
[ ]
Review Prep Security : Make sure security access is established and/or updated in TEAM
[ ]
Review Position Organizations: Public Folders > Human Resources > Departmental Users >
Position Reports > RPT_PBUD_002 Current Positions by Position ORGN;
Submit any Home ORGN change requests to AMBUD@ttu.edu
[ ]
Review Summer and Student Positions : Submit end-jobs on SA, W, and summer appts
[ ]
Review appointments on temporary funding : Public Folders > Human Resources >
Departmental Users > Employee Appointment Reports > NBAJOBS_001 JLBD Funded from
Ending Grant
[ ]
Activate College Level Temporary Sponsored Project FOPs - if needed
[ ]
Review Prep Preview Reports
[ ] Public Folder > Human Resources > Departmental Users > Employee Appointment
Reports > HR103 Preview Employees for Salary Planner
[ ] Public Folder > Human Resources > Departmental Users > Position Reports > HR104 Preview Postions for Salary Planner
[ ] Public Folders > TTU Finance > Budget Reports > FI202 - Preview Budget Development
[ ]
Sign up for Budget Prep Workshop once dates and times become available
[ ] Budget Prep Q&A Refresher for returning users
[ ] Budget Prep Training for 1st time users
[ ] Budget Prep Workshop for hands on assistance
Early Planning for Budget Prep
5
FY14 Budget Prep Preview "Cheat Sheet"
What if … BEFORE BUDGET PREP
IN BUDGET PREP
FI202
You see budget pools that need to be adjusted (increased/decreased).
Submit a budget revision marked "permanent".
Enter a 'Change Value' (increase/decrease amount) on your 'Budget Worksheet' in Budget Development.
FI202
You see "permanent budget adjustments" you are not familiar with.
Drill‐down using the blue link on the budget pool adjustment amount to see the permanent transaction detail.
Adjust budget, if needed.
HR103
You see an employee who will not return in the fall. Complete an ePAF to end (or teminate) the job 8/31/13 or earlier.
Complete an ePAF to end (or teminate) the job 8/31/13 or earlier.
HR103
An employee on your list has an incorrect 'Position Organization' listed.
Send an email to ambud@ttu.edu requesting that the "position Send an email to ambud@ttu.edu requesting that the "position organization" organization" be corrected.
be corrected.
HR103
You do not see an employee listed, who should be paid from the FOP(s) you Review NBAJOBS_007 Report for this employee. Their job has Review RPT_SPLAN_020 Position List by Orgn have chosen.
ended or their job is being funded by another FOP(s) for FY14
HR103
You see an employee who should be paid from a different FOP(s).
Submit a Labor Change (Future) form, effective 9/1/2013 (or earlier) with the correct FOP(s).
Choose the employee from your 'List by Employee' in Salary Planner. Update the labor distribution using the 'Distribution' link.
HR103
You see an employee(s) who is going to be paid from a FOP that will not be Submit a Job Labor Change (Future) form marked as valid (or funded) for FY14. (i.e. A grant that will end in FY13 or a temprary permanent, effective effective 9/1/2013 (or earlier) with the correct FOP(s).
funding source)
Choose the employee from your 'List by Employee' in Salary Planner. Update the labor distribution using the 'Distribution' link.
HR104
You see a position that should no longer be active.
HR104
Add a negative 'Change Amount" to your 'List by Position' on Salary Planner, You see a pooled position whose budget is too high for the funds you have Send an email to ambud@ttu.edu requesting that the position for the position budget you are adjusting. (Amount must be equal to or available.
labor distribution be changed for FY14.
greater than salary of all incumbents)
HR104
You see a position that should be paid from another funding source, or their Send an email to ambud@ttu.edu requesting that the position Add or change the labor distribution from the 'Distribution' link on your 'List labor distribution %s need to be changed.
labor distribution be changed for FY14.
by Position' in Salary Planner.
HR104
You see a pooled position whose FTE is too high/low for the number of employees you plan to have in FY14.
Send an email to ambud@ttu.edu requesting that the pooled position FTE be adjusted.
Adjust the 'Proposed FTE' from your 'List by Position' in Salary Planner for the pooled positions. (For pooled positions only).
HR104
You see a single position whose FTE is too high/low for what you plan to have in FY14.
Submit an ePAF adjusting the FTE.
Send an email to ambud@ttu.edu requesting that the FTE be changed for FY14.
HR104 & My 'Base Budget' is more/less than my 'Position Budget on FOP' on HR104 FI202
for one of my salary codes.
Early Planning for Budget Prep
Send an email to ambud@ttu.edu requesting that the position Send an email to ambud@ttu.edu requesting that the positionbe "cancelled" be "cancelled" for FY14.
for FY14.
Salary Planner will automatically overwrite your salary budget pools in Budget Development with your 'Position Budget on FOP' totals from HR104. You will then have to adjust your budget pools or adjust employee and position budget amount and labor distributions to ensure you can balance your FOPs in
Budget Development.
6
Report: HR121
01/31/13
Texas Tech University
Current and Future Appointment Report
Home Organization: Not Applicable
Employee Information
Employee ID
Employee Name
R40903169
Employee
Status
Current Hire
Date
Original Hire
Date
E
Class
A
03/08/2005
03/08/2005
N1
Staff 2
Full/Part
Time
E Class Desc
FT Non Exempt
Staff
Hiring
Location
Hiring Location
Desc
F
Home Chart
Texas Tech
University
Home
ORGN
C88002
Home ORGN Desc
Early Planning
Office
Job Information
Status
A
Position
ORGN
C88002
Position
ORGN
Desc
Early
Planning
Ofc
Position
Number
Position Title
Admin
Business
Assistant
T25083
Job
Suffix
00
P
Class
P Class
Desc
S1124
Admin
Business
Assistant
Payroll
ID
Job
Type
Job
Begin
Date
Job End
Date
Last
Paid
Date
SM
Primary
09/01/12
12/31/99
01/15/13
FTE
Hourly
Rate
Hours/
Units
Per
Pay
Assign
Salary
Per Pay
Period
Factor
Pay
Periods
Annual
Salary
1.000
14.82
86.67
1,284.50
24
24
30,828.03
Job Labor Distribution
Position
Number
T25083
Job
Suffix
00
Effective
Date
09/01/12
COAS
FUND
FUND Desc
ORGN
T
16C099
Plan Ahead Fund
C88002
T
11A006
Departmental Operating Expense
C88002
ORGN Desc
ACCT
ACCT Desc
PROG
Early Planning Ofc
6A2508
SW Office Mgt Support Non Exempt
100
102.76
8.00%
Early Planning Ofc
6A2508
SW Office Mgt Support Non Exempt
100
1,181.74
92.00%
1,284.50
100.00%
Position Summary
Amount Pay Per Period
FUTURE APPOINTMENT INFORMATION
Future Job Information
No Data Available
Future Job Labor Distribution
No Data Available
DOUBLE-CHECK, Verify that:
BUDGET PREP NOTES:
Early Planning for Budget Prep
The Employee is assigned to the correct Home Organization
The Job Position is assigned to the correct Organization
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)
7
Percent
Report: HR121
01/31/13
Texas Tech University
Current and Future Appointment Report
Home Organization: Not Applicable
Employee Information
Employee ID
Employee Name
Employee
Status
Current Hire
Date
Original Hire
Date
E
Class
R40529265
Faculty 1
A
11/27/1995
03/16/1992
F1
E Class Desc
FT 9 Mo Fac Non Vac
Elig
Full/Part
Time
Hiring
Location
Hiring Location
Desc
Home Chart
Texas Tech
University
F
Home
ORGN
Home ORGN Desc
C88002
Early Planning Ofc
Job Information
Status
Position
ORGN
Position
ORGN Desc
Position
Number
Position
Title
A
C88002
Early
Planning Ofc
T28085
A
C88002
Early
Planning Ofc
T23590
Instructor
Research
Asst
Professor
Hours/
Units
Per
Pay
Assign
Salary Per
Pay Period
1,000.00
1.00
25.69
173.33
Job
Suffix
P
Class
P Class
Desc
Payroll
ID
Job Type
Job
Begin
Date
Job End
Date
Last
Paid
Date
FTE
Hourly
Rate
00
F5907
MN
Secondary
09/01/12
12/31/99
01/31/13
0.000
00
F5918
Instructor
Research
Asst
Professor
MN
Primary
10/01/12
12/31/99
01/31/13
1.000
Factor
Pay
Periods
Annual
Salary
1,000.00
9
9
9,000.00
4,453.26
9
12
40,079.33
Job Labor Distribution
Position
Number
T28085
Job
Suffix
00
Effective
Date
09/01/12
COAS
FUND
T
11A006
FUND Desc
Departmental Operating Expense
ORGN
C88002
ORGN Desc
Early Planning Ofc
ACCT
6A1801
ACCT Desc
PROG
SW Faculty Non Tenure Track
100
Position Summary
T23590
00
10/01/12
T
16C099
Plan Ahead Fund
C88002
Early Planning Ofc
6A1902
SW Faculty Equiv Non Tenure Track
100
Position Summary
Amount Pay Per
Period
1,000.00
100.00%
1,000.00
100.00%
4,453.25
100.00%
4,453.25
100.00%
FUTURE APPOINTMENT INFORMATION
Future Job Information
No Data Available
Future Job Labor Distribution
No Data Available
BUDGET PREP NOTES:
Early Planning for Budget Prep
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
8
Percent
Report: HR121
01/31/13
Texas Tech University
Current and Future Appointment Report
Home Organization: Not Applicable
Employee Information
Employee
ID
Employee Name
Employee
Status
Current Hire
Date
Original Hire
Date
E
Class
R41944708
TA 1
A
09/01/2008
09/01/2008
S2
E Class Desc
PT Exempt TA GPTI
GRHA
Full/Part
Time
Hiring
Location
Hiring Location
Desc
Home
ORGN
Home Chart
Texas Tech
University
P
C88002
Home ORGN
Desc
Early Planning
Ofc
Job Information
Status
Position
ORGN
Position
ORGN Desc
Position
Number
Position
Title
A
C88002
Early
Planning Ofc
T29477
Teaching
Assistant
Job
Suffix
P
Class
P Class
Desc
00
U0325
Teaching
Assistant
Payroll
ID
Job
Type
Job
Begin
Date
Job End
Date
Last
Paid
Date
FTE
Hourly
Rate
Hours/
Units
Per
Pay
Assign
Salary Per
Pay Period
MN
Primary
09/01/12
12/31/99
01/31/13
0.500
24.16
86.67
2,093.70
Factor
Pay
Periods
Annual
Salary
9
9
18,843.34
Job Labor Distribution
Position
Number
T29477
Job
Suffix
00
Effective
Date
10/01/12
COAS
FUND
FUND Desc
ORGN
ORGN Desc
ACCT
T
11A006
Departmental Operating Expense
C88002
Early Planning Ofc
6A4401
ACCT Desc
PROG
SW Student Employee Graduate
Amount Pay Per Period
100
Position Summary
100.00%
2,093.70
100.00%
FUTURE APPOINTMENT INFORMATION
Future Job Information
No Data Available
Future Job Labor Distribution
No Data Available
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
Early Planning for Budget Prep
Percent
2,093.70
9
Report: FI002
FI002 or FI004 are commonly used
to review the status of a budget.
Fund: 11A006
Departmental Operating Expense
Reductions
Budget
Budget Pool
Pool
Description
6A1
6A2
6A4
6A5
6Z0
Orgn: C88002
Early Planning Ofc
5A0
5A1
5Z8
6A1
6A2
6A4
6A5
6B4
6Z0
7A0
7C0
7D0
7F0
7F1
7G0
7H0
7N0
7P0
7Z6
Sept 1
Starting
Orgn: C88002
Budget
Early Planning Ofc
Budget Pool
Description
TF Tuition Budget Pool
TF Fees Budget Pool
Budget Code Fund Balance
Additions
Reductions
Budget
Pool
Budget
Adjustment
0.00
272,232.00
4,352.00
11,213.00
30,962.00
318,759.00
Reductions
Budget Pool
Description
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
Reductions
Fund Manager: Red, Raider
Orgn Manager: Duck, Donald
Prog: 100
Instruction Expense
Budget
Original
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
Texas Tech University
Revenue Expense Budget Pools By FOP
For Period Beginning September 1, 2012 and Ending August 31, 2013
Budget
Current
9,000.00
780.60
14,679.29
0.00
(24,459.89)
0.00
Adjustments:
Temporary +
Permanent
Budget
Original
Rev/Exp
Actual
9,000.00
273,012.60
19,031.29
11,213.00
6,502.11
318,759.00
Expense
Encumbrance
5,000.00
106,573.35
10,656.49
4,666.32
0.00
126,896.16
4,000.00
166,439.25
8,374.80
0.00
0.00
178,814.05
Today's
Operating
Prog: 100
Budget
Instruction
Expense
Budget
Adjustment
Budget
Current
Rev/Exp
Total
Fav/
(Unfav)
9,000.00
273,012.60
19,031.29
4,666.32
0.00
305,710.21
0.00
0.00
0.00
6,546.68
6,502.11
13,048.79
Fund Manager: Duck, Donald
Orgn Manager: Duck, Donald.
Rev/Exp
Actual
Expense
Encumbrance
Rev/Exp
Total
Fav/
(Unfav)
0.00
0.00
0.00
(45,996.25)
0.00
(45,996.25)
(45,996.25)
675,000.00
60,000.00
735,000.00
800,332.10
0.00
800,332.10
65,332.10
0.00
69,705.89
69,705.89
0.00
0.00
0.00
0.00
675,000.00
129,705.89
804,705.89
754,335.85
0.00
754,335.85
19,335.85
Budget
Original
Budget
Adjustment
Budget
Current
Rev/Exp
Actual
Expense
Encumbrance
Rev/Exp
Total
Fav/
(Unfav)
99,281.00
(49,201.67)
50,079.33
32,266.29
17,813.04
50,079.33
295,324.00
(69,618.94)
225,705.06
87,599.99
138,105.07
225,705.06
0.00
0.00
50,121.00
233,740.25
283,861.25
154,621.75
92,933.97
247,555.72
36,305.53
6,809.00
0.00
6,809.00
3,534.52
0.00
3,534.52
3,274.48
86,610.00
0.00
86,610.00
41,467.47
0.00
41,467.47
45,142.53
64,569.00
(43,967.75)
20,601.25
0.00
0.00
0.00
20,601.25
0.00
0.00
0.00
81.00
0.00
81.00
(81.00)
70,640.00
1,342.27
71,982.27
19,837.19
1,101.47
20,938.66
51,043.61
0.00
0.00
0.00
549.19
1,272.87
1,822.06
(1,822.06)
0.00
0.00
0.00
8,454.62
7,470.06
15,924.68
(15,924.68)
0.00
0.00
0.00
961.47
0.00
961.47
(961.47)
0.00
785.62
785.62
6,147.63
9,490.89
15,638.52
(14,852.90)
0.00
0.00
0.00
25.00
0.00
25.00
(25.00)
0.00
0.00
0.00
166.72
0.00
166.72
(166.72)
17,262.06
0.00
60,000.00
60,000.00
42,737.94
0.00
42,737.94
1,646.00
(1,246.00)
400.00
0.00
0.00
0.00
400.00
675,000.00
131,833.78
806,833.78
398,450.78
268,187.37
666,638.15
140,195.63
Note: Budget Pool 5Z8 has been been programmed to show 0.00 in the Fav/(Unfav) column
Created By: Walt Disney
Early Planning for Budget Prep
-1-
Run By: Ebenezer Scrooge
10
Sept 1
Starting
Preview FY14 Budget Development
Budget
Report: FI202 The Adopted Budget, Permanent
Texas Tech University
Adjustments, and Base Budget columns are
copied to Budget Prep as Next Year's Budget.
Only
Permanent
Adjustments
Base
Budget:
Next Year's
Starting
Point
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:)
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
Fund: 16C099-Plan Ahead Fund
Program
Account Type
50 Revenues
100
50 Revenues
60 Personnel Expenses
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
Account Code
Title
5A1
TF Fees Budget Pool
Salary Planner - Plan Employee Pay
and Budget Vacant/Pooled Positions for
6A1, 6A2, 6A4; use Budget Reports for
6A5, 6B4 and Overloads
60 Personnel Expenses
70 Operating Expenses
Budget Development - Edit 70
Oper Exp >>70 Operating Expenses
Summary Net
Created by: Walt Disney
Early Planning for Budget Prep
6A1
6A2
6A4
6A5
6B4
6Z0
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
7C0
7Z6
MS Materials/Supplies Budget Pool
Budget Code Unallocated Exp 99
-1-
Base Budget
272,232.00
4,352.00
11,213.00
30,962.00
318,759.00
(318,759.00)
11
Report: HR103
Projected Next Year's Salary Expenses
from current Employee Annual Salaries
Texas Tech University
Salary Exp
to the FOP
Preview Employees for FY14 Salary Planner
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
Organization: C88002
Early Planning Ofc
Employee ID
Employee Name
R40529265
Faculty 1
Position
T28085 - 00 Instructor
R40902430
R40903169
R40528461
R40538678
R40536013
R40522460
R40537413
R40519821
R40514077
R40536053
Staff 1
Staff 2
Staff 3
Staff 4
Staff 5
Staff 6
Staff 7
Staff 8
Staff 9
Staff 10
T22498 - 00
T25083 - 00
T25103 - 00
T25233 - 00
T25869 - 00
T29003 - 00
T29035 - 00
T29176 - 00
T29645 - 00
T29938 - 00
R41944708
TA 1
T29477 - 00 Teaching Assistant
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
Organization: C88002
Early Planning Ofc
Employee ID
Employee Name
R40529265
Faculty 1
Position
Title
T23590 - 00 Research Asst Professor
R40902430
R40913423
R40538161
R40903169
R40538678
R50289554
R50329983
R40514687
R40519821
R40514077
R40536053
Staff 1
Staff 11
Staff 12
Staff 2
Staff 4
Staff 13
Staff 14
Staff 15
Staff 8
Staff 9
Staff 10
T22498 - 00
T24341 - 00
T24874 - 00
T25083 - 00
T25233 - 00
T27618 - 00
T28822 - 00
T29071 - 00
T29176 - 00
T29645 - 00
T29938 - 00
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
R50449662
R50501855
R40103227
R40457718
R40482934
R40518313
R40542090
R40542607
R40545204
R40786190
R41942402
R41957772
R50200070
R50310687
R50372096
R50388419
R50732962
R51184228
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
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
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
Early Planning for Budget Prep
-1-
Title
Unit Coordinator
Admin Business Assistant
Specialist II
Unit Manager
Lead Account Processor
Unit Manager
Supervisor
Advisor
Research Associate
Sr Office Assistant
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
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
12
Budgeted minus Expense equals:
Report: HR104
Of the Position FTE & Salary,
what is Budgeted for this FOP and what
Annual Salary will be Expensed?
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
Total 16C099-C88002-100-6A4
Summary
Created by: Walt Disney
Texas Tech University
Preview Positions for FY Salary Planner
Position FTE & Salary
Single/Pooled
S
S
S
S
S
S
S
S
S
S
Single/Pooled
S
P
S
Position Budget on this FOP
Organization: C88002
Early Planning Ofc
Position "Base" FTE
Position "Base" Budget
1.000
1.000
1.000
1.000
1.000
1.000
1.000
1.000
1.000
1.000
Position "Base" FTE
1.000
10.000
1.000
Favorable: zero or positive amount
(Unfavorable): negative; over spent
% on FOP
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
15.28
92.00
100.00
98.00
100.00
100.00
100.00
50.00
39.52
51.84
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
S
P
S
S
S
S
S
S
S
S
S
S
1.000
1.000
1.000
1.000
1.000
1.000
0.680
1.000
1.000
1.000
1.000
1.000
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
34.72
100.00
51.87
100.00
8.00
2.00
100.00
100.00
100.00
50.00
60.48
48.16
P
40.250
654,326.90
7.66
-1-
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"
Early Planning for Budget Prep
13
Budget Development
Status Text Program Account
Type/Code
100
N
OPAL
N
Adopted
Budget
Instruction Expense
6A
OPAL
Title
SALARIES AND WAGES
6A1 SW Faculty Salaries Budget
Pool
6A4 SW Other Salaries Budget Pool
Permanent
Adjustments
Base
Budget
Budget
Duration
Code
FI202
Proposed
Budget
Change Value
HR 104
Percent Cumulative
Change
New Budget Delete
Record
Equals 0.00
272,232.00
0.00
272,232.00 P
276,130.64
3,898.64
276,130.64
4,352.00
0.00
4,352.00 P
0.00
-4,352.00
0.00
From FI202, the Sept 1 FY13 Adopted Budget, plus
Permanent Changes, equals FY14 Base Budget
(Starting Budget)
Sum of HR104
Position Budgets
Change Values
cannot be entered
for 6A1, 6A2, 6A4 make adjustments in
Salary Planner
Employee Pay and/or
Position Budgets
Cumulative
Change rows
should be zero
New Budget
must equal
Base Budget
Change Values can
be entered for other
6A Budget Pools and
for 70 Operating
Expenses
Early Planning for Budget Prep
14
AFISM Class Evaluation
Date: ____________________________________
Class: Early Planning for Budget Prep
Presenter(s): Jessica Williams, 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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
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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