1. FINANCIAL PROJECTION MODULE
HIGHLIGHTS & REVIEW
PLAN FACULTY
Budget Year

2. FPM-SELECTIONS
Filter & select by
For New

3. 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

4. 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

5. 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%

6. 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

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

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

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

10. 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

11. 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

12. 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

13. 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

14. FPM INDIVIDUAL REPORTS LIST

15. 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 FY
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

16. FPM INDIVIDUAL REPORTS
Annual Funding with Comments
ANNUAL FUNDING (PROPOSED)
BRUIN, JOE
1/13/2016 9:29:36 AM FY FY
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:
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
AC-62135
Compensation Plan
07/01/ /30/2016
64,180
15,403
79,583
45,580
6,381
51,961
A P
State Appropriations
19,248
99,448
AB-51103
Gifts
Deans Office funding
10,040
1,406
11,446
42,438
242,438
FY 1617
A P
07/01/ /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

17. FPM INDIVIDUAL REPORTS
Budget Negotiation

18. 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)

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

20. 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

21. 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

22. 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.

23. SOURCE CODE LIST

24. SOURCE CODE LIST

25. POLICY REFERENCES

26. POLICY REFERENCES

27. 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