Early Planning for Budget Prep
Gather Your Thoughts … Do You Remember?
Budget FOPs and Expenditures have column headings such as:
Original
Budget
Changes/
Revisions
Current
Budget
Expend/
Encumb
Available
Balance
6A1
6A2
6A4
When you make entries to Salary Planner and Budget Development, the sequence is:
1.
2.
3.
Handout Page 1
Handout Page 2
Employee
Status
A
FUND Desc
Faculty Salaries
Faculty Salaries
FUND
Professor
Position Title
TTU/TTUHSC Budget Offices
08/01/1989
3
Original Hire Date
11A004
11A004
Position
Number
2 T47300
Current Hire
Date
08/25/1989
Future Job Information
---NO FUTURE JOB DATA FOUND--Future Job Labor Distribution
---NO FUTURE JOB LABOR DISTRIBUTION DATA FOUND--.Budget > Budget Human Resources Reports > RPT_NBAJOBS_007 - Current and Future Appointment Report
R30534496 Dickey, William J
Job Information
Status
Position
Position ORGN Desc
ORGN
A
M39093
Early Planning for BP
Job Labor Distribution
Position
Job Suffix
Effective
COAS
Number
Date
T47300
00
09/01/2010
T
09/01/2010
T
Employee Information900473
Employee
Employee Name
1
ID
.
.
ORGN Desc
F5904
P Class
Professor
P Class Desc
Job Type
Job Begin
Date
09/01/2010
T
COAS
PROG
-1-
1.000
FTE
Amount Pay per
Period
2,991.35
5,555.36
8,546.70
12/31/2099
Job End Date
49.31
Hourly Rate
Home
Home ORGN Desc
ORGN
M39093 Early Planning for BP
SW Faculty Tenure Track
200
SW Faculty Tenure Track
100
Position Summary
ACCT Desc
Primary
FUTURE APPOINTMENT INFORMATION
6A1802
6A1802
ACCT
MN
Payroll ID
Full/Part Hiring Location Hiring Location
Time
Desc
FT 9Mo Fac NonVac
F
T9133
Budget Plaza
E Class Desc
M39093 Early Planning for BP
M39093 Early Planning for BP
ORGN
00
Job Suffix
F1
E Class
Current and Future Appointment Report
35.00%
65.00%
100.00%
Percent
04/14/2011 01:18:18 PM
Byron Anderson
Hours/Units
Assign Salary Factor
Pay
Annual
per Pay
Per Pay Period
Periods
Salary
173.33
$8,546.70
9
9
$76,920.31
Handout Page 3
ORGN ORGN Desc
FUND Desc
Course Fee Budget
M39093 Early Planning for BP
Departmental Operating 3 M39093 Early Planning for BP
FUND
TTU/TTUHSC Budget Offices
6A2508
6A2508
ACCT
SM
Payroll ID
T9133
Job Type
09/01/2010
-1-
Home ORGN Desc
PROG
1.000
Amount Pay per
Period
664.37
836.35
1,500.72
12/31/2099
FTE
44.27%
55.73%
100.00%
Percent
Hourly
Hours/Units
Assign Salary Factor
Rate
per Pay
Per Pay Period
17.32
86.67
$1,500.72
24
Early Planning for BP
Job End Date
Home
ORGN
M39093
SW Office Mgt Support Non
100
SW Office Mgt Support Non
100
Position Summary
ACCT Desc
Primary
T
COAS
Job Begin Date
Hiring Location Desc
Budget Plaza
FUTURE APPOINTMENT INFORMATION
Admin Business
P Class Desc
F
Full/Part Time Hiring Location
16C081
11A006
S1124
P Class
FT NonEx
E Class Desc
Job
Suffix
00
N1
05/15/1972
Position Title
E Class
Original Hire Date
.
Current and Future Appointment Report
Admin Business Assistant
Position
Number
T47741
Current Hire
Date
06/22/1977
Future Job Information
---NO FUTURE JOB DATA FOUND--Future Job Labor Distribution
---NO FUTURE JOB LABOR DISTRIBUTION DATA FOUND--.Budget > Budget Human Resources Reports > RPT_NBAJOBS_007 - Current and Future Appointment Report
Employee
Status
R30901834 Benton, James
A
Job Information
Status
Position
Position ORGN Desc
ORGN
2
A
M39093
Early Planning for BP
Job Labor Distribution
Position
Job Suffix
Effective
COAS
Number
Date
T47741
00
03/16/2011
T
03/16/2011
T
Employee Information882239
Employee ID
Employee Name
1
.
Byron Anderson
Annual
Salary
$36,017.31
04/14/2011 01:25:40 PM
Pay
Periods
24
Handout Page 4
Employee
Status
A
ORGN ORGN Desc
Information Tech Fee
TTU/TTUHSC Budget Offices
3
FUND Desc
FUND
Student Assistant
P Class Desc
P
-1-
T
COAS
12/31/2099
PROG
Home ORGN Desc
Amount Pay per
Period
368.38
368.38
0.500
FTE
100.00%
100.00%
Percent
Byron Anderson
Annual
Salary
$8,841.02
04/14/2011 01:28:57 PM
Hourly Rate Hours/Units Assign Salary Per Pay Factor
Pay
per Pay
Period
Periods
8.50
43.34
$368.38 24
24
Early Planning for BP
Job End Date
M39093
Home ORGN
100
Position Summary
09/01/2010
Job Begin Date
SW Student Employee
ACCT Desc
Primary
Job Type
Budget Plaza
FUTURE APPOINTMENT INFORMATION
6A4402
ACCT
SM
Payroll ID
T9133
Full/Part Time Hiring Location Hiring Location Desc
.
Current and Future Appointment Report
M39093 Early Planning for BP
U3912
P Class
PT Non Exempt
E Class Desc
16B003
S4
E Class
Job
Suffix
00
Position Title
10/24/2000
Original Hire Date
Student Assistant
Position
Number
T46200
Current Hire
Date
11/01/2006
Future Job Information
---NO FUTURE JOB DATA FOUND--Future Job Labor Distribution
---NO FUTURE JOB LABOR DISTRIBUTION DATA FOUND--.Budget > Budget Human Resources Reports > RPT_NBAJOBS_007 - Current and Future Appointment Report
R30523757 Ranson, Timmy Joe
Job Information
Status
Position
Position ORGN Desc
ORGN
2
A
M39093
Early Planning for BP
Job Labor Distribution
Position
Job Suffix
Effective
COAS
Number
Date
T46200
00
09/01/2010
T
Employee Information878668
Employee ID
Employee Name
1
.
Handout Page 5
TTU/TTUHSC Budget Offices
Future Job Information
---NO FUTURE JOB DATA FOUND--Future Job Labor Distribution
---NO FUTURE JOB LABOR DISTRIBUTION DATA FOUND--.Budget > Budget Human Resources Reports > RPT_NBAJOBS_007 - Current and Future Appointment Report
Employee Information870052
Employee
Employee Name
Employee
Current Hire
Original Hire Date
1
ID
Status
Date
R30896538 Bingham, Barri Jean
A
07/16/2002
08/01/1989
Job Information
Status
Position
Position ORGN Desc
Position Position Title
ORGN
Number
2 T48022 Professor
A
M39093
Early Planning for BP
Job Labor Distribution
Position
Job Suffix
Effective
COAS
FUND
FUND Desc
Number
Date
T48022
00
03/01/2011
T
11A004 Faculty Salaries
3
03/01/2011
T
11A004 Faculty Salaries
03/01/2011
T
22P004 Sub of 22P001
03/01/2011
T
11A130 Match for 211439 Salary
03/01/2011
T
11A040 Match for 22P001 Salary
.
F
6A1802
6A1802
6A1802
6A1802
6A1802
ACCT
MN
Payroll ID
T9133
SW
SW
SW
SW
SW
-1-
12/31/2099
PROG
Home ORGN Desc
Amount Pay per
Period
1,318.70
3,516.53
439.57
2,197.83
1,318.70
8,791.33
15.00%
40.00%
5.00%
25.00%
15.00%
100.00%
Percent
Byron Anderson
Annual
Salary
$105,496.00
04/14/2011 01:22:03 PM
Hourly Hours/Units Assign Salary Fact
Pay
Rate
per Pay
Per Pay Period or Periods
1.000
50.72
173.33
$8,791.33 12
12
FTE
Early Planning for BP
Job End Date
M39093
Home ORGN
100
200
200
100
200
Position Summary
09/01/2010
Faculty Tenure Track
Faculty Tenure Track
Faculty Tenure Track
Faculty Tenure Track
Faculty Tenure Track
ACCT Desc
Primary
Job Type
T
COAS
Job Begin Date
Hiring Location Desc
Budget Plaza
FUTURE APPOINTMENT INFORMATION
Early Planning for BP
Early Planning for BP
Early Planning for BP
Early Planning for BP
PI Violet Gardens
M39093
M39093
M39093
M39093
V81222
Professor
P Class Desc
ORGN Desc
F5204
.
Full/Part Time Hiring Location
ORGN
00
P Class
FT 12 Mo Fac Vac
F8
Job Suffix
E Class Desc
E Class
Current and Future Appointment Report
Texas Tech University
Report: HR103
4/19/11
Preview Employees for FY12 Salary Planner
Fund: 11A004
Faculty Salaries
Budget Pool
6A1
Position Organization
M39093 - Early Planning for BP
M39093 - Early Planning for BP
M39093 - Early Planning for BP
M39093 - Early Planning for BP
M39093 - Early Planning for BP
M39093 - Early Planning for BP
M39093 - Early Planning for BP
M39093 - Early Planning for BP
M39093 - Early Planning for BP
M39093 - Early Planning for BP
Total 11A004-M39093-100-6A1
6A4
M39093 - Early Planning for BP
M39093 - Early Planning for BP
Total 11A004-M39093-100-6A4
Organization: M39093
Early Planning for BP
Employee ID
Employee Name
R30897376
Bunney, Bugzi
R30530571
Benson, Arnett
R30538788
Dolittle, Donnie
R30532354
Littlefield, Lucas
R31958486
Smith, Jamie
R30534496
Dickey, William J
R31958482
Brazos, Bobbie
R30904233
Wall, Louann
R30896538
Bingham, Barri Jean
R10299178
Timmons, Harold
Position
T43013 - 00
T46377 - 00
T46821 - 00
T46837 - 00
T47299 - 00
T47300 - 00
T47301 - 00
T47309 - 00
T48022 - 00
T49474 - 00
R30528951
R31943508
T49446 - 00 Teaching Assistant
T49446 - 00 Teaching Assistant
Cate, Dennis C.
Hill, Kelsi Louise
Title
Assistant Professor
Assistant Professor
Department Chairperson
Associate Professor
Assistant Professor
Professor
Assistant Professor
Associate Professor
Professor
Instructor
Program: 100
Instruction Expense
JLBD %
Annual Salary on FOAP
70.00
37,800.00
85.00
61,624.15
58.60
82,626.00
60.00
46,978.80
75.00
48,984.00
65.00
49,998.20
90.00
51,963.30
60.00
58,229.57
15.00
15,824.40
100.00
23,877.00
477,905.42
100.00
18,600.00
100.00
16,200.00
34,800.00
Fund: 11A004
Faculty Salaries
Budget Pool
6A1
Organization: M39093
Early Planning for BP
Employee ID
Employee Name
R30897376
Bunney, Bugzi
R30530571
Benson, Arnett
R30538788
Dolittle, Donnie
R30532354
Littlefield, Lucas
R31958486
Smith, Jamie
R30534496
Dickey, William J
R31958482
Brazos, Bobbie
R30904233
Wall, Louann
R30896538
Bingham, Barri Jean
Fund: 11A006
Departmental Operating Expense
Budget Pool
Position Organization
6A2
M39093 - Early Planning for BP
Total 11A006-M39093-100-6A2
Organization: M39093
Early Planning for BP
Employee ID
Employee Name
Position
Title
R30901834
Benton, James
T47741 - 00 Admin Business Assistant
Program: 100
Instruction Expense
JLBD %
Annual Salary on FOAP
55.73
20,072.45
20,072.45
Fund: 11A130
Match for 211439 Salary
Budget Pool
Position Organization
6A1
M39093 - Early Planning for BP
M39093 - Early Planning for BP
Total 11A130-M39093-100-6A1
Organization: M39093
Early Planning for BP
Employee ID
Employee Name
Position
Title
R30538788
Dolittle, Donnie
T46821 - 00 Department Chairperson
R30896538
Bingham, Barri Jean
T48022 - 00 Professor
Program: 100
Instruction Expense
JLBD %
Annual Salary on FOAP
21.40
30,174.00
25.00
26,374.00
56,548.00
Fund: 16B003
Information Tech Fee Secondary
Budget Pool
Position Organization
6A4
M39093 - Early Planning for BP
Total 16B003-M39093-100-6A4
Organization: M39093
Early Planning for BP
Employee ID
Employee Name
Position
Title
R30523757
Ranson, Timmy Joe
T46200 - 00 Student Assistant
Program: 100
Instruction Expense
JLBD %
Annual Salary on FOAP
100.00
8,841.02
8,841.02
Position Organization
M39093 - Early Planning for BP
M39093 - Early Planning for BP
M39093 - Early Planning for BP
M39093 - Early Planning for BP
M39093 - Early Planning for BP
M39093 - Early Planning for BP
M39093 - Early Planning for BP
M39093 - Early Planning for BP
M39093 - Early Planning for BP
Total 11A004-M39093-200-6A1
Position
T43013 - 00
T46377 - 00
T46821 - 00
T46837 - 00
T47299 - 00
T47300 - 00
T47301 - 00
T47309 - 00
T48022 - 00
Title
Assistant Professor
Assistant Professor
Department Chairperson
Associate Professor
Assistant Professor
Professor
Assistant Professor
Associate Professor
Professor
Program: 200
Research Expense
JLBD %
Annual Salary on FOAP
30.00
16,200.00
15.00
10,874.85
20.00
28,200.00
40.00
31,319.20
25.00
16,328.00
35.00
26,922.11
10.00
5,773.70
15.00
14,557.39
40.00
42,198.40
192,373.65
Handout Page 6
HR103 Preview Employees: Page 1 of 2
Fund: 16C081
Course Fee Budget Education
Budget Pool
Position Organization
6A2
M39093 - Early Planning for BP
M39093 - Early Planning for BP
Total 16C081-M39093-100-6A2
6A4
M39093 - Early Planning for BP
M39093 - Early Planning for BP
M39093 - Early Planning for BP
M39093 - Early Planning for BP
Total 16C081-M39093-100-6A4
Organization: M39093
Early Planning for BP
Employee ID
Employee Name
Position
Title
R30530163
Gann, Lizzy
T44866 - 00 Sr Business Assistant
R30901834
Benton, James
T47741 - 00 Admin Business Assistant
Fund: 21A182
Sub of 21A173/Developing Tomorrows
Budget Pool
Position Organization
6A4
M39093 - Early Planning for BP
Total 21A182-M39093-200-6A4
Organization: M39093
Early Planning for BP
Employee ID
Employee Name
Position
Title
R30873823
Summers, Nicci
T49447 - 00 Research Asst - Grad Student
Program: 200
Research Expense
JLBD %
Annual Salary on FOAP
100.00
17,100.00
17,100.00
Fund: 22P004
Sub of 22P001 Communications
Budget Pool
Position Organization
6A1
M39093 - Early Planning for BP
Total 22P004-M39093-200-6A1
Organization: M39093
Early Planning for BP
Employee ID
Employee Name
Position
R30896538
Bingham, Barri Jean
T48022 - 00 Professor
Program: 200
Research Expense
JLBD %
Annual Salary on FOAP
5.00
5,274.80
5,274.80
Fund: 24A388
Development Budget Training Material
Budget Pool
Position Organization
6A4
M39093 - Early Planning for BP
M39093 - Early Planning for BP
Total 24A388-M39093-400-6A4
Summary
Created by: AFISM
Organization: M39093
Early Planning for BP
Employee ID
Employee Name
Position
Title
R30426495
Charles, Samantha
T49447 - 00 Research Asst - Grad Student
R30846958
Bolton, George K.
T49447 - 00 Research Asst - Grad Student
R30436898
R30827404
R30839460
R10308508
Odom, Connor.
Odonnel, Marie L.
Watson, Samuel A.
Laughlin, Monica
T46200 - 00
T46200 - 00
T46200 - 00
T46200 - 00
Student Assistant
Student Assistant
Student Assistant
Student Assistant
-1-
Title
Program: 100
Instruction Expense
JLBD %
Annual Salary on FOAP
100.00
27,819.00
44.27
15,944.86
43,763.86
100.00
7,541.16
100.00
4,135.16
100.00
7,541.16
100.00
7,541.16
26,758.64
Program: 400
Academic Support Expense
JLBD %
Annual Salary on FOAP
100.00
21,600.00
100.00
12,000.00
33,600.00
917,037.84
Run By: Byron Anderson
Handout Page 7
HR103 Preview Employees: Page 2 of 2
Handout Page 8
HR104 Preview Positions: Page 1 of 2
Fund: 11A006
Departmental Operating Expense
Account Pool
Position
6A2
T44866 - Sr Business Assistant
T47741 - Admin Business Assistant
Total 11A006-M39093-100-6A2
Fund: 11A004
Faculty Salaries
Account Pool
Position
6A1
T43013 - Assistant Professor
T46377 - Assistant Professor
T46821 - Department Chairperson
T46837 - Associate Professor
T47299 - Assistant Professor
T47300 - Professor
T47301 - Assistant Professor
T47309 - Associate Professor
T48022 - Professor
Total 11A004-M39093-200-6A1
Fund: 11A004
Faculty Salaries
Account Pool
Position
6A1
T43013 - Assistant Professor
T44365 - Department Chairperson
T46377 - Assistant Professor
T46821 - Department Chairperson
T46837 - Associate Professor
T47299 - Assistant Professor
T47300 - Professor
T47301 - Assistant Professor
T47309 - Associate Professor
T48022 - Professor
T49474 - Instructor
Total 11A004-M39093-100-6A1
6A4
T44021 - Graduate Assistant
T49446 - Teaching Assistant
Total 11A004-M39093-100-6A4
Report: HR104
Single/Pooled
S
S
Single/Pooled
S
S
S
S
S
S
S
S
S
P
P
Single/Pooled
S
S
S
S
S
S
S
S
S
S
P
Organization: M39093
Program: 200
Early Planning for BP
Research Expense
Position "Base" Budget % on FOP FTE on FOP Postion Budget on FOP Annual Salary on FOP
54,000.00
30.00
0.300
16,200.00
16,200.00
72,499.00
15.00
0.150
10,874.85
10,874.85
141,000.00
20.00
0.200
28,200.00
28,200.00
78,298.00
40.00
0.400
31,319.20
31,319.20
65,312.00
25.00
0.250
16,328.00
16,328.00
76,920.31
35.00
0.350
26,922.11
26,922.11
57,737.00
10.00
0.100
5,773.70
5,773.70
97,049.28
15.00
0.150
14,557.39
14,557.39
105,496.00
40.00
0.400
42,198.40
42,198.40
2.300
192,373.65
192,373.65
Organization: M39093
Program: 100
Early Planning for BP
Instruction Expense
Position "Base" Budget % on FOP FTE on FOP Postion Budget on FOP Annual Salary on FOP
54,000.00
70.00
0.700
37,800.00
37,800.00
0.00
100.00
1.000
0.00
0.00
72,499.00
85.00
0.850
61,624.15
61,624.15
141,000.00
80.00
0.800
112,800.00
82,626.00
78,298.00
60.00
0.600
46,978.80
46,978.80
65,312.00
75.00
0.750
48,984.00
48,984.00
76,920.31
65.00
0.650
49,998.20
49,998.20
57,737.00
90.00
0.900
51,963.30
51,963.30
97,049.28
60.00
0.600
58,229.57
58,229.57
105,496.00
60.00
0.600
63,297.60
15,824.40
23,877.00
100.00
1.250
23,877.00
23,877.00
8.700
555,552.62
477,905.42
0.00
100.00
0.245
0.00
0.00
55,459.00
100.00
3.000
55,459.00
34,800.00
3.245
55,459.00
34,800.00
Organization: M39093
Program: 100
Early Planning for BP
Instruction Expense
Position "Base" FTE Position "Base" Budget % on FOP FTE on FOP Postion Budget on FOP Annual Salary on FOP
1.000
27,819.01
21.17
0.212
5,889.28
0.00
1.000
36,017.31
27.77
0.278
10,002.01
20,072.45
0.489
15,891.29
20,072.45
Position "Base" FTE
1.000
1.000
1.000
1.000
1.000
1.000
1.000
1.000
1.000
0.245
3.000
Position "Base" FTE
1.000
1.000
1.000
1.000
1.000
1.000
1.000
1.000
1.000
1.000
1.250
Texas Tech University
Preview Positions for FY12 Salary Planner
Fav/(Unfav)
5,889.28
(10,070.44)
(4,181.16)
Fav/(Unfav)
0.00
0.00
0.00
0.00
0.00
0.00
0.00
(0.00)
0.00
(0.00)
Fav/(Unfav)
0.00
0.00
0.00
30,174.00
0.00
0.00
(0.00)
0.00
0.00
47,473.20
0.00
77,647.20
0.00
20,659.00
20,659.00
4/19/11
Handout Page 9
HR104 Preview Positions: Page 2 of 2
P
Single/Pooled
P
Single/Pooled
Fund: 22P004
Sub of 22P001 Communications
Account Pool
Position
T48022, no position
6A1
Total 22P004-M39093-200-6A1
Fund: 24A388
Development Budget Training Material
Account Pool
Position
6A2
T46190 - Temporary Worker
Total 24A388-M39093-400-6A2
6A4
T49447 - Research Asst - Grad Student
Total 24A388-M39093-400-6A4
Summary
Created by: AFISM
Single/Pooled
Single/Pooled
S
S
Single/Pooled
P
Single/Pooled
Fund: 21A182
Sub of 21A173/Developing Tomorrows
Account Pool
Position
6A4
Total 21A182-M39093-200-6A4
Fund: 16C081
Course Fee Budget Education
Account Pool
Position
6A2
T44866 - Sr Business Assistant
T47741 - Admin Business Assistant
Total 16C081-M39093-100-6A2
6A4
T46200, 4 SAs $26,758, no position
Total 16C081-M39093-100-6A4
Fund: 16B003
Information Tech Fee Secondary
Account Pool
Position
6A4
T46200 - Student Assistant
Total 16B003-M39093-100-6A4
Fund: 11A130
Match for 211439 Salary
Account Pool
Position
6A1
T48022, no position
Total 11A130-M39093-100-6A1
% on FOP
Program: 100
Instruction Expense
FTE on FOP Postion Budget on FOP Annual Salary on FOP
0.00
56,548.00
56,548.00
% on FOP
% on FOP
Program: 200
Research Expense
FTE on FOP Postion Budget on FOP Annual Salary on FOP
0.00
5,274.80
5,274.80
Program: 200
Research Expense
FTE on FOP Postion Budget on FOP Annual Salary on FOP
0.00
17,100.00
17,100.00
Fav/(Unfav)
(5,274.80)
(5,274.80)
Fav/(Unfav)
(17,100.00)
(17,100.00)
Fav/(Unfav)
(19,089.39)
10,070.44
(9,018.95)
(26,758.64)
(26,758.64)
Fav/(Unfav)
19,217.48
19,217.48
Fav/(Unfav)
(56,548.00)
(56,548.00)
Organization: M39093
Program: 400
Early Planning for BP
Academic Support Expense
Position "Base" FTE Position "Base" Budget % on FOP FTE on FOP Postion Budget on FOP Annual Salary on FOP
Fav/(Unfav)
0.480
0.00
100.00
0.480
0.00
0.00
0.00
0.480
0.00
0.00
0.00
12.000
218,832.00
100.00
12.000
218,832.00
33,600.00
185,232.00
12.000
218,832.00
33,600.00
185,232.00
34.751
1,100,911.97
917,037.84
183,874.13
-1Run By: Byron Anderson
Organization: M39093
Early Planning for BP
Position "Base" FTE Position "Base" Budget
Organization: M39093
Early Planning for BP
Position "Base" FTE Position "Base" Budget
Organization: M39093
Program: 100
Ag Education and Communications
Instruction Expense
Position "Base" FTE Position "Base" Budget % on FOP FTE on FOP Postion Budget on FOP Annual Salary on FOP
1.000
27,819.01
31.38
0.314
8,729.61
27,819.00
1.000
36,017.31
72.23
0.722
26,015.30
15,944.86
1.036
34,744.91
43,763.86
0.00
26,758.64
26,758.64
Organization: M39093
Program: 100
Early Planning for BP
Instruction Expense
Position "Base" FTE Position "Base" Budget % on FOP FTE on FOP Postion Budget on FOP Annual Salary on FOP
6.500
28,058.50
100.00
6.500
28,058.50
8,841.02
6.500
28,058.50
8,841.02
Organization: M39093
Early Planning for BP
Position "Base" FTE Position "Base" Budget
Texas Tech University
Report: HR102
4/19/11
Preview FY12 Budget Development
Fund: 11A004-Faculty Salaries
Program
Account Type
100
60 Personnel Expenses
Net
Organization: M39093-Early Planning for BP
Adopted Budget
Permanent Adjustments
549,928.00
(2,638.00)
55,459.00
(7,912.00)
605,387.00
(10,550.00)
(605,387.00)
10,550.00
190,499.00
0.00
190,499.00
0.00
(190,499.00)
0.00
Base Budget
547,290.00
47,547.00
594,837.00
(594,837.00)
190,499.00
190,499.00
(190,499.00)
Fund: 11A006-Departmental Operating Expense
Program
Account Type
Account Code
Title
6A2
SW Staff Salaries Budget Pool
100
60 Personnel Expenses
6A5
SW Longevity Budget Pool
60 Personnel Expenses
Net
Organization: M39093-Early Planning for BP
Adopted Budget
Permanent Adjustments
15,891.00
2,292.00
1,635.00
0.00
17,526.00
2,292.00
(17,526.00)
(2,292.00)
Base Budget
18,183.00
1,635.00
19,818.00
(19,818.00)
Fund: 16A050-Dept Oper and Instructional Admin
Program
Account Type
Account Code
100
60 Personnel Expenses
6A9
6B4
60 Personnel Expenses
70 Operating Expenses
7A0
7B0
7B1
7B7
7C0
7D0
7F0
7H0
7N0
7N6
70 Operating Expenses
Net
Organization: M39093-Early Planning for BP
Adopted Budget
Permanent Adjustments
1,560.00
0.00
468.00
0.00
2,028.00
0.00
46.00
0.00
9,668.00
0.00
5,954.00
0.00
1,262.00
0.00
21,609.00
0.00
11,683.00
0.00
662.00
0.00
4,695.00
0.00
3,521.00
0.00
819.00
0.00
59,919.00
0.00
(61,947.00)
0.00
Base Budget
1,560.00
468.00
2,028.00
46.00
9,668.00
5,954.00
1,262.00
21,609.00
11,683.00
662.00
4,695.00
3,521.00
819.00
59,919.00
(61,947.00)
Fund: 16B003-Information Tech Fee Secondary
Program
Account Type
Account Code
Title
100
60 Personnel Expenses
6A4
SW Other Salaries Budget Pool
6B4
FB Payroll Related Cost Budget Pool
60 Personnel Expenses
Net
Organization: M39093-Early Planning for BP
Adopted Budget
Permanent Adjustments
28,059.00
(20,759.00)
200.00
0.00
28,259.00
(20,759.00)
(28,259.00)
20,759.00
Base Budget
7,300.00
200.00
7,500.00
(7,500.00)
Fund: 16C081-Course Fee Budget Education
Program
Account Type
Account Code
100
50 Revenues
5A1
50 Revenues
60 Personnel Expenses
6A2
6A4
6A5
6B4
60 Personnel Expenses
70 Operating Expenses
7C0
70 Operating Expenses
Net
Organization: M39093-Early Planning for BP
Adopted Budget
Permanent Adjustments
75,109.00
0.00
75,109.00
0.00
34,745.00
0.00
11,677.00
0.00
3,795.00
0.00
13,219.00
0.00
63,436.00
0.00
11,673.00
0.00
11,673.00
0.00
0.00
0.00
Base Budget
75,109.00
75,109.00
34,745.00
11,677.00
3,795.00
13,219.00
63,436.00
11,673.00
11,673.00
0.00
Account Code
Title
6A1
SW Faculty Salaries Budget Pool
6A4
SW Other Salaries Budget Pool
60 Personnel Expenses
Net
200
60 Personnel Expenses
60 Personnel Expenses
6A1
SW Faculty Salaries Budget Pool
Title
SW Non Comp Object OTB Budget Pool
FB Payroll Related Cost Budget Pool
PF Prof Fees and Svs Budget Pool
TV In State Travel Budget Pool
TV Out of State Travel Budget Pool
TV Participant Local Budget Pool
MS Materials/Supplies Budget Pool
CU Comm and Utilities Budget Pool
RM Repairs/Maintenance Budget Pool
PR Print/Reproduction Budget Pool
OE Other Expenses Budget Pool
OE Other Exp Local Budget Pool
Title
TF Fees Budget Pool
SW Staff Salaries Budget Pool
SW Other Salaries Budget Pool
SW Longevity Budget Pool
FB Payroll Related Cost Budget Pool
MS Materials/Supplies Budget Pool
Handout Page 10
HR 102 Preview Budget Development: Page 1 of 2
Fund: 16D045-Distance Education Special Course
Program
Account Type
Account Code
Title
100
50 Revenues
5A1
TF Fees Budget Pool
50 Revenues
70 Operating Expenses
7C0
MS Materials/Supplies Budget Pool
7P0
SC Scholarships Budget Pool
70 Operating Expenses
100
Net
Organization: M39093-Early Planning for BP
Adopted Budget
Permanent Adjustments
0.00
16,672.00
0.00
16,672.00
0.00
12,848.00
0.00
3,824.00
0.00
16,672.00
0.00
33,344.00
0.00
0.00
Base Budget
16,672.00
16,672.00
12,848.00
3,824.00
16,672.00
33,344.00
0.00
Fund: 16D048-Funds for Field Trips
Program
Account Type
Account Code
Title
50 Revenues
100
5A1
TF Fees Budget Pool
50 Revenues
70 Operating Expenses
7B0
TV In State Travel Budget Pool
70 Operating Expenses
Net
Organization: M39093-Early Planning for BP
Adopted Budget
Permanent Adjustments
0.00
155.00
0.00
155.00
0.00
155.00
0.00
155.00
0.00
0.00
Base Budget
155.00
155.00
155.00
155.00
0.00
Fund: 16D197-Special Instr Fee Funding Education
Program
Account Type
Account Code
Title
50 Revenues
100
5A1
TF Fees Budget Pool
50 Revenues
70 Operating Expenses
7C0
MS Materials/Supplies Budget Pool
70 Operating Expenses
Net
Organization: M39093-Early Planning for BP
Adopted Budget
Permanent Adjustments
0.00
1,760.00
0.00
1,760.00
0.00
1,760.00
0.00
1,760.00
0.00
0.00
Base Budget
1,760.00
1,760.00
1,760.00
1,760.00
0.00
Fund: 16D285-Budget Communications SIF
Program
Account Type
Account Code
Title
100
50 Revenues
5A1
TF Fees Budget Pool
50 Revenues
70 Operating Expenses
7C0
MS Materials/Supplies Budget Pool
70 Operating Expenses
Net
Summary Net
-1Created by: AFISM
Organization: M39093-Early Planning for BP
Adopted Budget
Permanent Adjustments
Base Budget
0.00
5,757.00
5,757.00
0.00
5,757.00
5,757.00
0.00
5,757.00
5,757.00
0.00
5,757.00
5,757.00
0.00
0.00
0.00
(903,618.00)
29,017.00
(874,601.00)
Run By: Byron Anderson
Handout Page 11
HR 102 Preview Budget Development: Page 2 of 2
Handout Page 12
N
N
N
OPAL
OPAL
OPAL
200
100
6A
6A
Instruction Expense
Title
Research Expense
SALARIES AND WAGES
6A1 SW Faculty Salaries Budget
Pool
SALARIES AND WAGES
6A1 SW Faculty Salaries Budget
Pool
6A4 SW Other Salaries Budget Pool
Status Text Program Account
Type/Code
Worksheet
190499
55,459.00
549,928.00
Adopted
Budget
0.00
(7,912.00)
(2,638.00)
HR 102
Permanent
Adjustments
Budget
Duration
Code
190,499.00 P
47,547.00 P
547,290.00 P
Base
Budget
192,373.65
55,459.00
555,552.62
HR 104
Proposed
Budget
Budget Development
Change Value
1,874.65
7,912.00
8,262.62
Equals 0.00
Percent Cumulative
Change
192,373.65
55,459.00
555,552.62
New Budget Delete
Record
Making Salary Planner and Budget Prep
E A S I E R !!
PURPOSE:
The purpose of this document is to help departments take steps to make Salary Planner and Budget
Development easier by pre-planning your entries:
1. Identify the department’s Budgeted Salaries for the Budget Book. These are the funds you have to
distribute to employee positions/salaries.
2. Identify the permanent employees you can fund with these FOPs.
3. Identify the salaries you will be paying in FY12 and ensure your positions are budgeted appropriately
to cover these salaries. The totals of your Position Budgets will update your FOPs in Budget
Development.
4. The remaining employees which cannot be funded with these FOPs can be assembled for submission
in September, or whenever funding is identified.
WHAT TO DO NOW:
Before Budget Prep starts, now is the time to identify the funding your department has available and match it
to the positions/employees the department is able to fund.
A. ACTUAL DEPT BUDGETED SALARIES: HR102 “Preview FY12 Budget Development” shows the Base
Budget for your Budget Book FOPs. These are the actual salary funds your department manages.
B. IDENTIFYING EMPLOYEE FUNDING: To identify the employees the department can fund with the
actual budgeted salaries, use the following reports.
 NBAJOBS_007 Employee’s Current and Future Appointment is your worksheet to determine
what entries you will make to Salary Planner.
 HR 103 “Preview Employees for FY12 Salary Planner” is a list of Employees who will be
“expensed” to each FOP, according to the ePAF Job Labor Distribution (JLBD) % and Annual
Salary.
 HR 104 “Preview Positions for FY12 Salary Planner” is a list of Positions budgeted to the FOP,
with the Annual Salaries that will be expensed to the FOP.
C. PLANNING ENTRIES FOR SALARY PLANNER:
1. Permanent Positions/Employees: Identify which positions/employees can be assigned to the HR
102 permanent funds from the department’s FOPs. Make notes on the employee’s NBAJOBS_007
reports about changes, if any, that you need to enter in Salary Planner. These employees will be
updated in Salary Planner and will have appointments on September 1, 2011 (FY 2012).
Making SP & BP EASIER 2011 04 22, Page 1 of 2
Handout Page 13
2. Pooled Positions/Employees: After funding the permanent positions, determine the salary funds
available for pooled positions.
a. Committed Employees: Identify the annual salary of each pooled employee who is returning
September 1. Do not exceed the funding the department has available for pooled positions.
Make notes on the employee’s NBAJOBS_007 reports about changes you need to enter in
Salary Planner. These employees will be updated in Salary Planner and will have appointments
on September 1, 2011 (FY 2012).
3. Determine any remaining funds left over for pooled positions and FTE that can be funded. These
remaining funds will be added to the pooled position budget in Salary Planner, and update Budget
Development accordingly.
4. From step 1, verify the permanent employee’s “HR 104 Column – Position Budgets on FOPs”
cannot exceed the department’s “HR102 column – Base Budget (in section A).
5. These are the salaries the department will manage in Salary Planner, and will be responsible
for budgeting in Budget Development.
HOW TO PLAN FOR SEPTEMBER:
For the employees not included in Budget Prep, now is the time to plan your September transactions.
D. UNIDENTIFIED EMPLOYEE FUNDING: Make notes on the employee’s NBAJOBS_007 reports about
changes you will make when funding is identified. These would include:
1. Permanent Employees not funded from the department FOPs, such as employees to be funded at
a later date by a transfer from a FOP outside your department.
2. Permanent employees funded by temporary or non “budget book” sources.
3. Pooled Headcount/FTE necessary for operating the department (GPTI/TA/GA/SA/Temp, etc).
a. Pooled Headcount/FTE/Salaries necessary after pooled appointments in section B. Subtract
any available funds in section B.2 above to determine unidentified funding for pooled
positions.
b. Potential Employees who might return September 1 and their annual salaries. This gives the
department a list of potential “recruits” and their required salaries as a starting point for
September appointments.
4. Salaries for employees without an established budget for FY12 cannot be managed in Salary
Planner. The department will make these employee appointments when the funds are
identified, and ensure proper funding is available at that time. (There are some established
funding sources which will be in place for 9/1/11, that are not part of the annual budget book. (i.e.
Multi-year sponsored projects or FOPs budgeted by fund balance) – Employees can be appointed
to these FOPs in SP, but budgeting the FOP is handled outside of Budget Prep.)
BUDGET REDUCTION NOTE:
State-mandated budget reductions may affect the actual salary funds in the department’s FOPs. Where this
occurs, the department may need to move some employees from identified funding (section B) to unidentified
funding (section D).
Making SP & BP EASIER 2011 04 22, Page 2 of 2
Handout Page 14
Handout Page 15
What if …
You see "permananet budget adjutsments" you are not familiar
with.
You do not see an employee listed, who should be paid from the
FOP(s) you have chosen.
IN BUDGET PREP
Review NBAJOBS_007 Report for this employee. Their job has ended
or their job is being funded by another FOP(s) for FY12.
Complete an ePAF to end (or terminate) the job 8/31/11 or earlier.
Send an email to ambud@ttu.edu requesting that the pooled
position FTE be adjusted.
You see a pooled position whose FTE is too high/low for the number Adjust the 'Proposed FTE' from your 'List by Position' in Salary
of employees you plan to have in FY12.
Planner for the pooled position.
HR104
Salary Planner will automatically overwrite your salary budget pools
HR104
in Budget Development with your 'Positon Budget on FOP' totals
My 'Base Budget' on HR102 is more/less than my 'Position Budget on
&
from HR104. You will then have to adjust employee and position
FOP' on HR104 for one of my salary codes.
HR102
budget amount and labor distributions to ensure you can balance
your FOPs in Budget Development.
Send an email to ambud@ttu.edu requesting that the position labor
distribution be changed for FY12.
You see a position who should be paid from another funding source, Add or change the labor distrbution from the 'Distribution' link on
or their labor distrbution %s need to be changed.
your 'List by Position' in Salary Planner.
HR104
Add a negative 'Change Amount' to your 'List by Position' in Salary
Planner, for the position budget you are adjusting.
You see a pooled position whose budget is too high for the funds
you have available.
Send an email to ambud@ttu.edu requesting that the position be
"cancelled" for FY12.
Send an email to ambud@ttu.edu requesting that the pooled
position budget be reduced.
Submit a Job Labor Change (Future) form, effective 9/1/2011 (or
earlier) with the correct FOP(s).
Send an email to ambud@ttu.edu requesting that the "position
organization" be corrected.
Choose the employee from your 'List by Employee' in Salary Planner. Submit a Job Labor Change (Future) form, effective 9/1/2011 (or
Update the labor distrbution using the 'Distrbution' link.
earlier) with the correct FOP(s).
Drill-down using the blue link on the budget pool adjustment
amount to see the permanent transaction detail
HR104
HR104 You see a position that should no longer be active.
HR103
BEFORE BUDGET PREP
Enter a 'Change Value' (increase/decrease amount) on your 'Budget
Submit a budget revision marked "permanent".
Worksheet' in Budget Development.
An employee on your list has an incorrect 'Position Organization'
listed.
You see an employee(s) who is going to be paid from a FOP that will
Choose the employee from your 'List by Employee' in Salary Planner.
HR103 not be valid (or funded) for FY12. (i.e. A grant that will end in FY11,
Update the labor distrbution using the 'Distrbution' link.
or a temporary funding source)
HR103 You see an employee who should be paid from a different FOP(s).
HR103
HR103 You see an employee who will not return in the Fall.
HR102
You see budget pools that need to be adjusted
HR102
(increased/decreased).
FY12 Budget Prep Preview - "Cheat Sheet"
Handout Page 16
Sample Parameter Page for HR102/103/104
AFISM Class Evaluation
Date: ____________________________________
Class: Early Planning for Budget Prep
Presenter(s): ______________________________
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




































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: ___________________________________________
Handout Page 17
When completed, return the form before you leave the session, or mail to: AFISM | MS 5064