FINANCIAL PROJECTION MODULE HIGHLIGHTS & REVIEW PLAN FACULTY Budget Year 2018-2019

FPM-SELECTIONS 2017-18   Filter & select by   For New

PLAN FACULTY-FPM FY19 appointments copied 12/3/17 HS support funding lines pre-populated for FY19 using FY18 info (does not apply to DO support) NIH Cap $185,100 eff 1/10/16 Funding lines not copied if FY19 lines already exist  

PLAN FACULTY-FPM FPM will be delinked from AFB after Budget submission After Budget meeting, funding will still need to be completed/modified for EDB submission  

FPM APPOINTMENT UPDATE Editable areas in FPM (white areas): Total Negotiated Salary (TNS) Title code for Merits/Promotions “Update Salary” for Base X – remaining salary components are automatically calculated Plan field Time %, Affiliated FTE%  

Academic Programmatic Units (APUs) FPM UPDATE Academic Programmatic Units (APUs) Determines scale Scales for approved APUs are derived from ADB Review & approval process for new APUs Dr. Hiatt must approve Contact our office before proceeding  

FPM-NEW APPT-DEFAULT TAB COMPLETE DEFAULT INFO! AFFECTS BUDGET!

FPM-APPOINTMENT DEFAULT TAB   State_05 (L&S) State_06 (other schools) Split appointment Only perm FTEs here - no temp 19900 funding

FPM-FUNDING TAB “Create Worksheets” Fiscal Year 2017-18 Pay Period 2018-19 Enter amount Source codes important! NIH $185,100 eff 1/10/2016 State_05 & State_06 represents temp 19900 funding

FUNDING FOR FUTURE PERIODS Can add funding lines for future periods beyond next fiscal year All lines Current FY All future lines Funding lines cannot cross fiscal years – need to split the lines

FPM-PAY COMPONENT Ability to assign each funding line to a pay component Automatic Base X – 11 Mo. Add X <= .3 Add X >= .3 Delta Y

FPM-Z TAB DATES IMPORTANT! Able to assign to all CPL sources Need to enter guaranteed Z Incentive Z not needed if dept submitting as aggregate number Monthly rate x # of months BRUIN, JOE

FPM-Z TAB DOS Codes for different types of Z Incentive Z - INC Guaranteed Z - ZDN Outside Professional Income Z - OPA AAMC comparison report available in ADB reports under “Salary” Figures may benchmark lower if incentive and/or OPA Zs not entered by individual, i.e., dept submits as aggregate number Stipends Note that Chair’s stipend is entered as monthly amount from 8/1/18-6/30/19

FPM INDIVIDUAL REPORTS LIST  

FPM INDIVIDUAL REPORTS   FPM INDIVIDUAL REPORTS 2 Year Annual Salary 2-Year Annual Salary (PROPOSED) BRUIN, JOE 1/13/2018 10:44:57 AM Annual TNS 196,700 Account CC Fund Project Fund Group FY 2017-18 FY 2018-19 441345 L2 30343 C&G - NIH 96,377 30979 18,745 19,985 58344 C&G - Private 9,845 58361 9,858 111111 AC 62135 Compensation Plan 61,876 176,715

FPM INDIVIDUAL REPORTS Annual Funding with Comments ANNUAL FUNDING (PROPOSED) BRUIN, JOE 1/13/2016 9:29:36 AM   FY 2015-16 FY 2016-17 Base: 80,200 79,000 Addl Base Up to .3: 24,100 23,700 Name: Division: DOSM Addl Base > .3: 40,100 39,500 Emp #: 1 APU: 1400AD Other Delta: 55,600 57,800 Title: 1717 - ASSISTANT PROFESSOR HCOMP Step: 4 TNS: 200,000 Benefit Rate: Base X: 24.00% 30.00% Delta Y: 14.00% 16.00% FY 1516 Account-CC-Fund-Project Fund Group Pay Period Comments Salary Benefits Total 111111-AC-62135 Compensation Plan 07/01/2015 - 06/30/2016 64,180 15,403 79,583 45,580 6,381 51,961 123456-1A-19900-P State Appropriations 19,248 99,448 123456-AB-51103 Gifts Deans Office funding 10,040 1,406 11,446 42,438 242,438 FY 1617 000000-1A-19900-P 07/01/2016 - 06/30/2017 102,700 63,200 18,960 82,160 47,780 7,645 55,425 10,020 1,603 11,623 51,908 251,908  

FPM INDIVIDUAL REPORTS Budget Negotiation

PLAN FACULTY-FPM Budget Tab Benefit rates adjustment Using adjusted CBR HCOMP Sr. Faculty (X+Y) = 24.7% Faculty (X+Y) = 31.7% Z = 0% FY18 rate already adjusted by Campus for any benefit cost increases next year Send to Budget! (Only active until initial budget submission) Delete from Budget (Remove faculty member from AFB before FPM)  

FPM OVERALL REPORTS Budget Year Monthly Salary Faculty FAU Budget Status PF Budget Comparison    

FPM REPORTS Plan Faculty Budget Comp FPM FY vs. AFB FY + 1: Compares FPM FY18 to AFB FY19 Displays salary changes by FAU for each plan member Ascending sort order - dept code, then by Plan member name

FPM REPORTS Plan Faculty Budget Comp FPM FY vs. AFB FY + 1 Summary: Compares FPM FY18 to AFB19 Compares total salary between years for each Plan member Ascending sort order - dept code, then by Plan member name

FPM REMINDER-BUDGETING AID Plan Faculty Budget Submittal Status List: Status in FPM of Budget Year Info Lists faculty not sent to AFB & not worked on Lists faculty not sent to AFB but worked on Lists faculty updated in FPM after being sent to AFB Lists faculty whose data sent to AFB.

SOURCE CODE LIST

SOURCE CODE LIST

POLICY REFERENCES

POLICY REFERENCES

Contacts Name Phone BUDGET QUESTIONS ACADEMIC SALARY SYSTEMS FPG Director, FP&A and Decision Support Finance Business Partners Brad Malsed Saira Almeida Andrea Jastrzab Essam Ulhaq x65300 x40772 x56456 x49556 ACADEMIC SALARY Stephanie Shaw Ricky Lee Heather Herrera x48192 x48197 X48195 SYSTEMS Access Rights All other questions Dominick Owens x63787 See above FPG Physician Support Services (PSS) Kathie Hale 310.301.5311