FY20 BUDGET BUILD KICKOFF BUDGET PLANNER OVERVIEW
FY20 BUDGET BUILD KICKOFFBUDGET PLANNER OVERVIEWMARCH 11, 2019
Overview ObjectivesTimeline Critical events and datesProcess &SystemOverview Shared Salaries Salary Planner Overview Budget Development BusinessRules Key points and remindersResourcesNew Users Contacts and Online Resources Budget Planner Overview /Refresher
TIMELINE FOR FY20 BUDGET udgetPlanner Lockat Level 5 –Dept.BudgetPlanner Lockat Level 5 –Dept.BudgetPlanner Lockat Level 5 –Dept.Non-Clinicaland SmallClinicalMediumClinical UnitsLarge ClinicalUnits3/22/193/27/194/1/19Salary Planner& BudgetPlanner SOMLock at Level3FIBCISystemCloses4/17/194/22/194/5/19BOR MeetingLastDay toSet-upNewIndexesFinalizeSharedSalariesUNM s /FCP’sDue toFCO4/29/19
SOMLOCK DATESMARCH 22NDMARCH 27THNON-CLINICALANDSMALL CLINICAL:MEDIUM CLINICAL:ACADEMIC AFFAIRSADVANCEMENTBASIC SCIENCESCIDICLINICAL AFFAIRSDERMATOLOGYECHOEDUCATIONINST OF GYDENTAL MEDICINEEMERGENCY MEDFCMOB/GYNORTHOPAEDICSPATHOLOGYRADIOLOGYAPRIL 1STLARGE CLINICAL:CANCER CENTERINTERNAL MEDICINEPEDIATRICSPSYCHIATRYSURGERY
HSC NON-SOM UNITSLOCK DATES HSC Administration / PPD / UNMMG HSC CON/COP/HSLICApril 12thApril 15th
LAB WORKING SESSIONSSessions will be held in HSLIC 226 Monday, March 18th Wednesday, March 20th Thursday, March 21st1:00 pm – 3:00 pm1:00 pm – 3:00 pm10:00 am – Noon
Faculty Contracts Office (FCO)SOM FIBCI (FY20 opened for entry February 18 - closes on April 22) Signed FIBCI’s due to HSC FCO April 29, 2019 at 5:00 PMCOP FIBCI (FY20 opened for entry February 18 - closes on May 13) Signed FIBCI’s due to HSC FCO May 20, 2019 at 5:00 PMCON FCP (FY20 opened for entry February 18 - closes on May 13) Signed FCP’s due to HSC FCO May 20, 2019 at 5:00 PMRemember! Salary reflected in Salary Plannermust equal contract salary (Base plus Supplement)as reflected on the FY20 FIBCI/FCP
Shared Salaries Must be finalizedbetween departments byMarch 18, 2019
Overview Why A Shared Salary Process?– Objective Who will benefit from this process?– Departments with Shared Salaries Department Tools– Report and Template Timeline Questions1
Shared Salary Process Objective To Provide Departments with standardized tools –Department contact list, shared salary report, andtemplate To encourage a systematic communication andcollaboration between departments with sharedsalaries To Reduce Number of indices thrown out of balancein the Budget Planner system aftershared department deadlines2
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Shared Salary TimelineLate JanLate JanEarly FebMid FebLate FebEarly Mar6Mid MarMid MarEarly Jul
Questions7
The Budget PlannerSystem
Budget Planner SystemSalary PlannerBudgetPlannerBudgetDevelopment
Salary PlannerSalaryPlannerBudgetPlannerBudgetDevelopment
SALARY PLANNER MENU
SALARY PLANNER MENU
EDIT SCENARIOTHERE ARE NINE (8) SCENARIOS FORDEPARMENTS TO SELECT FROM*Extract ID and Scenario must be selectedin combination as listed below*Extract ID: Scenario:12FAC2012 MO FACULTY 209FAC209 MO FACULTY 20HSTAFF20 HOUSESTAFF 20RSTAFF20 REG STAFF 20POOL20POOLED POSITIONS 20CSTAFF20 CONTRACT STAFF 20UNION SCENARIOSCWA20CWA BARG UNIT 20USUNM20 USUNM BARG UNIT 20THERE ARE TWO FILTER CRITERIA:BY POSITION ATTRIBUTES (WILLSELECT ALL POSITIONS) – DEFAULTOPTIONBY EMPLOYEE NAME (WILL SELECTONE EMPLOYEE AT A TIME)CLICK ON SELECT BUTTON ATBOTTOM OF SCREEN
SALARY PLANNERJOB VS. POSITIONJobHow employee is paid onJuly 1Created when Employee is hired– Always tied to an EmployeePositionCreates the BudgetActs as a place holder andCan be an open positionNote: If the employee is on any Restrictedawards, then you must budget on both sidesin order to get to 100% distribution*Does not affect or change Grant budget *
JOBVS.POSITION-Job side is tied to a person. Name and ID appear as the record header.-Position side is tied to the position/budget and reflects a position number instead.
POSITION & JOB SIDES SHOULD 100%DISTRIBUTIONS SHOULD MATCHAll Labor Distributions onboth the job and theposition must equal100%Verify that the index and accountcode on the Position & Job arethe same!When you update anIndex remember that theindex must be a validFY20 index. If not, thenightly refresh processwill drop that index.The last refresh will bethe night of April 15th.
Salary PlannerExample Scenarios
DISTRIBUTION NOT EQUAL TO 100%Index with term dateprior to July 1 hasdropped frompropose distribution.Update valid index to100% and Save.
COPY POSITION TO JOB – NO INCENTIVEJobneeds tobeupdatedto matchposition! UPDATE THE POSITION DISTRIBUTION, AS APPROPRIATE,BY MAKING CHANGES TO THE INDEX, ACCOUNT, PERCENT OR AMOUNT. CLICK “COPY POSITION DISTRIBUTION TO JOB” TO PULL THE INFORMATIONINTO THE JOB LABOR DISTRIBUTION.
COPY POSITION TO JOB – ADD INCENTIVEPosition Side Includes IncentiveJob Side Does NotInclude IncentiveHINT: FIRST COPYPOSTION TO JOBWITHOUT THEINCENTIVE. THEN,GO BACK TOPOSITION AND ADDTHE INCENTIVE ANDSAVE – DO NOTCOPY TO JOB AGAIN
ZERO OUT A POSITION BUDGET(EX: YOU ARE NOT FILLING A POSITION – FREE UP BUDGET)To zero out aproposed budget,enter a minus 100 inthe change percentfield. After you enterthat and tab thru theproposed budget fieldwill reflect zero. Save.
ZERO OUT A JOB(EX: EMPLOYEE IS SEPARATING BEFORE JULY 1ST,BUT YOU WANT TO KEEP THE POSITION BUDGETED)Note: Remember to enter comments to explain why joband position don’t match!!
CHANGE IN APPOINTMENT PERCENTAGEAppointment Percentage ChangesChanges in Appointment Percentage could be processed through SalaryPlanner and require a Change in Appointment Percentage EPAF and form.Example: Faculty increasing FTE from .75 to 1.0 FTENote: Change must also be done on the Position Side!
POSITION DETAIL SCREEN
CHANGE IN SALARYEXAMPLE: CAREER LADDERDuring the SalaryPlanner refreshperiod, if youprocess an actionimpacting theemployee’s salary,then you mustupdate the changesin Salary Planneras well.
SALARY PLANNER REPORTSAfter doing your updates in SP, compare these two reports.Job distribution, by index, should be in sync with positiondistribution .If reason is other than incentive amount (2005, 200G or 200H),please correct, or explain the reason in the comments.
Budget PlannerSalaryPlannerBudgetPlannerBudgetDevelopment
BudgetDevelopmentBusiness Rules and GeneralGuidelines
BUDGETPLANNERBUDGET DEVELOPMENTENTER INFORMATION USING:ALL INDICES WITHCURRENTUNRESTRICTEDFUNDS MUST BEBUDGETED!BUDGET ID: BUD20BUDGET PHASE: ADOPTDNo budget equals no spending!
Budget Development Business Rules INDEX BUDGETS MUST NET TO ZERO: BUDGETED REVENUES MINUS BUDGETEDEXPENSES MUST EQUAL ZERO BUDGET ALL SOURCES OF REVENUE AND CORRESPONDING EXPENDITURES THE FOLLOWING INFORMATION WILL BE PROVIDED TO YOUR DEPARTMENT BYTHE SOM FINANCE OFFICE AS SOON AS IT IS AVAILABLE.NOTE: REVENUE MUST MATCH AMOUNTS IN SOM DEPARTMENT FOLDER SOM CHECKLIST (TO BE REVIEWED BY SOM FINANCE OFFICE) UNMMG REVENUE DEAN’S ALLOCATIONS / I&G ALLOCATIONS APPROVED MARGIN F&A DISTRIBUTION ENDOWED FUNDING DISTRIBUTION GUIDELINES SALARY AGREEMENTS AND MID-LEVEL PASS THROUGHS WITH HOSPITAL(NOT IN FOLDER, BUT MUST BE BUILT INTO REVENUE)
SOM CHECKLISTRun Baseline Reports Before You Begin
SOM CHECKLISTCross Check List Before Submitting Your Budget
Budget Development Business RulesALLOCATIONS AND TRANSFERS Budget both sides (TO and FROM)use MyReports FORITAH - HSC Transfer Allocation Report if you need helpdetermining if you should be budgeting a Transfer or Allocation. Allocations (16xx) must zero out by fund unless its an external allocation. If monies are going to another department, make sure the other departmentbudgets their part for the exact amount.Departments must work collaboratively on this effort. ENTER COMMENTS IN ACCOUNT CODE TEXT BOXExplain where allocation/transfer is going toor coming from.INCLUDE INDEX, ACCOUNT CODE AND AMOUNTReturn Schedule of Transfers and Allocations to Theresa Kelley by or beforeyour scheduled lock date.
Budget Development Business Rules20SA - Salary Adjustments Used to budget a position that does not exist in the system.Used for Salaries ONLY!No Faculty Incentives (use 20FI – see below)No negative adjustments and no adjustments to existing salaries.Must enter comments. Include Position and Amount for each item includedMust be reallocated in July to correct Salary Account codes immediately afterFY20 budgets are posted in Banner.Impacts reporting.20FI - Faculty Incentive Adjustments Use to budget faculty incentive amounts not budgeted in Salary Planner using2005 (due to unidentified people / amounts / timing)Must be reallocated to 2005 in July.Impacts reporting20H0 - Health System Compensation Used for Salary Agreements with the Medical Group and UH
Budget Development Business Rules SOM Departments should build to their TargetMargins approved by the Dean’s office.1901 (Budgeted Use of Reserves)Note: only to be used between indicesand/or for approved amounts only – see slide 61) 8060 (Other Operating Costs)Use of this account code is strongly discouraged.If use of 8060 is required, use it sparingly andinclude detail in notes.
THINGS TO REMEMBER There should not be two people in the same position (two jobs tied toone position). Contact your Employment Area, for assistance tocorrect. FTE Changes -Decreases/increases in FTE require signed “Changein FTE” form. This change impacts benefits. If a position labor distribution includes Restricted Indices, that portionof the distribution will not feed to Budget Finance; however, it stillneeds to be included for the distribution to equal 100%. This will notoverride your existing grant budget. If Restricted Index is ending, be sure to have your shell index oranother index to budget against. Deadline to set-up Unrestricted and/or Restricted shell accountsBudget Development is March 29,2019.Note: Request to Spend Funds form (RTSF) for MSUrequest deadline was Feb 15, 2019.for
MORE THINGS TO REMEMBER When building your budget, start by entering theinformation received in the folder provided by SOMFinance (you will be contacted when this informationavailable for your department). Discuss unique circumstances with Kristin Gates (SOMdepartments) or HSC Budget Office (all other departmentsand colleges). Utilize the open lab sessions for one-on-one assistancefrom SOM, HSC Budget Office and HR reps. Send an email to Yvette Hall yhall@salud.unm.edu whenthe Level 5 Dept budget is complete and ready to belocked (if earlier than 5pm on your scheduled lock date).
POSITION MANAGEMENT Staff Positions HR Transaction Center277-4777 Faculty Positions Office of Faculty Affairs & Services(Main and Branch Campuses)277-4528 HSC Faculty Contracts272-4231 Student Positions Student Employment277-3511
UNM Budget OfficeWebsite: 20 Budget Development CalendarFY20 Budget GuidelinesStandard Operating Procedures (SOPs)Learning CentralWebsite: jspBudget Planner Online CourseBudget Planner Proficiency ExamHuman Resources DivisionSupport Center277-4777Help with navigational issues in Salary PlannerReferral to the correct Subject Matter Expert foryour questionContact your HR ConsultantTo locate the name of your HR Consultant, visit thefollowing website: https://www8.unm.edu/apex ods/f?p 145:1
SOM FINANCEKRISTIN GATESTHERESA KELLEYMARIANNE MURPHYSYLVIA MCCLEARYYVETTE HALLSARAH LUD.UNM.EDUSMARTINEZ@SALUD.UNM.EDUHSC BUDGET OFFICEJOSEPH WROBEL272-5664DESIREE GATHINGS272-0904CHRISTINA LOUNSBURY DUCLOUNSBU@SALUD.UNM.EDUHSC FACULTY CONTRACTS OFFICEMARIE CHESTNUT272-2260MCHESTNUT@SALUD.UNM.EDU
Budget PlannerNew UserSystem Overview
BUDGET PLANNERSYSTEM ACCESSAccessed through LoboWebNew users must take the Budget Planner Online Course andpass the Budget Planner Proficiency Exam on Learning Centralin order to get access to the systemBAR access roles:Department General InquiryDepartment Budget DeveloperDepartment Salary PlannerRequest only highest level organization code – workflowrecognizes org hierarchiesChanged departments since last budget process?Be sure to update your BAR Organization security
BUDGET DEVELOPMENT GO TO THE “FINANCE” TAB IN LOBOWEB AND CLICK ON BUDGETPLANNER MENU.
BUDGET DEVELOPMENTCREATE BUDGET WORKSHEET FROM THE BUDGET PLANNER MENU CLICK ON “CREATEBUDGET WORKSHEET”.
BUDGET DEVELOPMENTCREATE QUERY CLICK ON “CREATE QUERY”.
BUDGET DEVELOPMENT YOU DO NOT NEED TO SELECT ANY OF THE COLUMNS TO DISPLAY (UNLESSYOU WOULD LIKE TO ADD A DIFFERENT COLUMN VIEW). CLICK “CONTINUE”.
BUDGET DEVELOPMENTAccount Index Lookup feature in BudgetDevelopment also returns a list ofunrestricted indices based on lookupparameters ENTER “U” FOR THE CHART OF ACCOUNTS, BUDGET ID, BUDGET PHASE, AND ACCOUNTINDEX.SELECT TO INCLUDE REVENUE ACCOUNTS, LABOR ACCOUNTS, EXPENSES, AND DELETEDITEMS.CLICK “SUBMIT” TWICE.
ADD ACCOUNT CODES OR COMMENTS Add a new account code and value by entering theinformation under “New Row”.Click on the account code to leave a comment, ifpertinent.If using 20SA or 20FI – there must be a comment withdetails including position, FTE, amount and the initialsof the person entering the comment.Only enter a positive amount in this account code.
UPDATED NEW ACCOUNT CODE ANDDELETE RECORD OPTION ACCOUNT 69Y0 HAS BEEN ADDED IN THE AMOUNT OF 1,000 CAN ALSO DELETE ACCOUNT CODE RECORD – SEE COLUMN TO FAR RIGHT
ONCE YOU HAVE MADE THE APPROPRIATE CHANGE(S) AND POSTEDTHEM, YOU CAN VIEW THE SUMMARY TO SEE IF THE INDEX BALANCES.
BUDGETING USE OF RESERVES - 1901SOM Departments should always build to their Target Marginsapproved by the Dean’s Office.Index Must net to 0
BUDGETING SURPLUS IN AN INDEXINCORRECT WAY TO BUDGETThis example creates an Index Out of Balance
BUDGETING SURPLUS IN AN INDEX (CONT.) CORRECT WAY TO BUDGETThis indexis in balanceBudgeting a Negative Amount to 1901 creates a surplus in this index.
BUDGET DEVELOPMENT REPORTS CLICK ON THE “BUDGET DEVELOPMENT REPORTS MENU”
BUDGET DEVELOPMENT REPORTS (CONT.)Use throughoutprocess to seeresults at detailedor summary levelby org and/or indexConfirm indices net to zeroConfirm allocations by Fund net to zeroConfirm comments added for all transfersRun at beginning for list of all indices, and run again afterbudget process to ensure nothing was missed
Budget Development ReportsWorking Report
BUDGET PLANNER REPORTSWORKING REPORTS238954 ENTER THE APPROPRIATE INFORMATION IN CHART OF ACCOUNTS,BUDGET ID, BUDGET PHASE, AND ACCOUNT INDEX. CLICK “SUBMIT” TO VIEW THE REPORT
Budget Development ReportsOperating Budget Summary
OPERATING BUDGET SUMMARYNO APPROVED USE OF RESERVE
OPERATING BUDGET SUMMARYWITH APPROVED USE OF RESERVE
departments) or HSC Budget Office (all other departments and colleges). Utilize the open lab sessions for one-on-one assistance from SOM, HSC Budget Office and HR reps. Send an email to Yvette Hall yhall@salud.unm.edu when the Level 5 Dept budget is complete and ready to be
a. Projected PCSB gross budget for FY20, including all projected revenue (i.e. local, federal, private); The projected PCSB gross budget for FY20 is 10,159,481 and the revenue sources are detailed below: Account Cat Account Group Sum of FY19 Budget Sum of Adj. for FY20 Sum of FY20 Budget
Total Budget 1,391.5 1,449.2 Preliminary 2018-19 budget approved by the BOT in June 2017 *For 2018-19, includes 1.50% general merit, 0.5% provost market pool; for 2019-20, includes 2.50% general merit, 0.5% provost market pool to collective bargaining groups due to claims experience FY19 and FY20 Budget Overview 1
for the FY20 MassDOT Operating Budget . Budget . FY20 Budget Variance % Variance . Comments . REVENUE: Operating Revenue . 26.6 . 27.4 . 0.8 . 3% . Commonwealth Transfers (Operating) . Cost Allocation Plan, flexible hirings . Office and Administrative Expenses . 43.9 . 38.2 (5.6)
FEMA PA Program Field Operations Pocket Guide 3. SECTION 2 . Kickoff Meeting. A Kickoff Meeting is held with each Applicant to provide a detailed overview of PA Program . requirements, define roles and responsibilities of the stakeholders, and identify program delivery timelines. Most importantly, the Kickoff Meeting
FY17 FY18 FY19 FY20 FY21 Positive Outcomes: Clients that receive services from this agency have positive outcomes FY17 FY18 FY19 FY20 FY21 71% 100% #DIV/0! 22 14 6 0 Not Collected 0%15% #DIV/0! 0% 0% 15% 5% 0% 0% 14% 0% 0% 95% 71% 100% 0% 0% 20% 40% 60% 80% 100% FY17 FY18 FY19 FY20 FY21 Cl
Report for the financial year ended: 30 June 2020 . FY17 FY18 196.6 FY19 252.5 FY20 325.2 157.0 FY15 12.4 FY16 13.8 FY17 FY18 22.7 FY19 25.5 FY20 60.9 19.8 FY15 20.2 FY16 26.2 FY17 FY18 35.6 FY19 48.4 FY20 55.8 29.0 1 Includes property leases cost 2 Includes impact of AASB 16 . Our Value Pr
ARTICLE 2 Line item to be voted F Y 1 6 FY19 Appropriated FY20 Requested FY20 Town Administrator Recommends FY20 Advisory Board 161-TOWN CLERK 17 Total Salaries 169,542 176,267 174,098 174,098 18 Total Expenses 5,630 5,900 5,900 5,900
An automotive cooling system usually consists of radiator, water pump, thermostat, radiator pressure cap, and electric cooling fan (Maple, 2008). The radiator is the main component as it was designed to remove heat from an engine block by using specified coolants. Generally, the coolant of the radiator is either water or water and ethylene glycol (anti-freezing fluid), which flows inside the .
