Area Lead Presentation MERIT PROCESS Area Lead Presentation July 20, 2010

AGENDA – MERIT PROCESS Merit Policy Overview – Mary Simon Templates, Instructions, Forms – Eva Burnett Merit Forms: Signature Delegation of Authority Method of Distribution Eligible Employee Award Letter Rowdy Space Refresher – Anita Polendo Questions and Answers

Overview Refer to Merit Policy – Guidelines & Instructions dated 7/12/10 One Time Payment Employee Eligibility Merit Allocation Pools Merit Awards Merit is a salary adjustment/payout to recognize an employee’s contributions in meeting established goals & objectives. Based on most recent performance evaluation Each division may have a different internal process as long as ‘rules’ outlined in policy are met. For Educational & General (E&G) Funded positions, funding to cover merit awards will be allocated from central budget sources and will cover employees transferred into E&G accounts. All other funding sources will pay for the merit of employees that have transferred into a non-E&G funded position due to an internal recruitment. Refer to Merit Policy for additional information. New salary resulting from a reclassification / job change will be increased by the flat dollar amount of the award and not by a percentage. Merit award follows the employee and is funded based on type of funding source (E&G versus Non-E&G, as noted above).

Employee Eligibility Hired on or before February 28, 2010 Must be continuously employed for the 6 months preceding payout of one-time merit award and be employed on payout date Benefits eligible - appointment 50% or greater Student titled positions are ineligible Classified and Administrative & Professional (A&P) staff must have a current performance evaluation on file at Human Resources. Faculty specific requirements established by the Provost. 4

Merit Awards – One Time payments All awards will be paid as a lump sum in the December 2010 regular paycheck. Subject to normal withholding taxes Due to concerns about the budget reduction in FY 2011 and permanent state revenue losses expected over the next biennium, funding is not currently available to commit to adjust base salaries.

Merit Allocation Pools A “blended” allocation pool based on: Annual salary rate of eligible employees as of May 1, 2010. 2.7% for Classified Employees 2.2% for A&P and Faculty No additional allocation for salary changes that occur after May 1, 2010.

Merit Allocation Pools Employees are separated by Faculty, Classified & A&P, then grouped by division, college or department. Pool reallocations may be made by a division executive and or as necessary to regroup all managers that report to a particular VP, Dean or AVP: Faculty allocation must be used only for faculty positions. A&P allocation can be re-distributed to Classified, but not vice-versa. Overall pool amount by fund may not be exceeded. No exceptions. All fund groups have the pool amount calculated the same. 7

Merit Award Process / Rules HR will provide general award guidelines Methods must be approved by HR prior to submission of templates to Budget Office. No min or max % is specified but the total allocation to each area may not be exceeded or supplemented with departmental funds. 8

Source of Funds for Merit Education & General (E&G) Accounts (14-xxxx-xx) are funded from central budgeted sources. Non-E&G funded positions that receive merit are covered from the fund source of the appointment on the date merit is paid. Grants & Contracts (26-accounts) will be awarded merit pay if the grant or contract allows such to be funded. Exceptions must be approved in advance by VPBA. Transfers will be processed by Budget Office for E&G one-time merit awards (14 accounts) by October 21st Non-E&G merit awards will require funding to be available in the accounts to meet the November 2nd deadline for HRMS merit processing. 9

Budget Planning & Development Website http://www. utsa Budget Office Contacts: Eva Burnett ext. 6631 Anita Polendo ext. 6615 Sharmin Momen ext. 4345 Eunice Chen ext. 4230 Mary Simon ext. 4344