DIVISION OF FINANCE Office of the Vice President for Finance OFFICE OF BUDGET AND FINANCE Budget and Resource Planning FY 2016 Budget Planning

DIVISION OF FINANCE Office of the Vice President for Finance OFFICE OF BUDGET AND FINANCE Budget and Resource Planning HR – FY16 Salary Guidelines Process Overview and Timing Questions Introduction Budget Module Overview

DIVISION OF FINANCE Office of the Vice President for Finance OFFICE OF BUDGET AND FINANCE Budget and Resource Planning Who We Are Kim Laird, Associate VP and Chief Budget Officer Dalia Sanders, Administrative Support Dave Gaarder, Assistant Budget Director Barbara Manzi, Manager of Budget Systems Financial Analysts Web Pierce Danielle Wilborn Anita Zeiler Stefanie Pan

DIVISION OF FINANCE Office of the Vice President for Finance OFFICE OF BUDGET AND FINANCE Budget and Resource Planning Who We Are Business Process Analysts Rohan Nilekani Rangon Bhattarai Kelly Linder Budget Analysts Jessie Jin Sarvani Bharatam Amber Andrews

DIVISION OF FINANCE Office of the Vice President for Finance OFFICE OF BUDGET AND FINANCE Budget and Resource Planning New for FY 2016 The Budget Planning Module A PeopleSoft-resident application Combines the best of PS with workbook features Developed in collaboration with Finance Operations The OIR EAS programming team Members of the campus community Thank you!!!!!

DIVISION OF FINANCE Office of the Vice President for Finance OFFICE OF BUDGET AND FINANCE Budget and Resource Planning Budget Process Effectively allocate available resources to support the UT Dallas strategic mission

DIVISION OF FINANCE Office of the Vice President for Finance OFFICE OF BUDGET AND FINANCE Budget and Resource PlanningCalendarCalendar Phase 1: March Phase 2: April Preview: Early March Due to UTS: July

DIVISION OF FINANCE Office of the Vice President for Finance OFFICE OF BUDGET AND FINANCE Budget and Resource Planning Phase Process Phase 1: Phase 2: Review Revenue / Expense budgets Validate current budgeted positions Merit Allocations assigned

DIVISION OF FINANCE Office of the Vice President for Finance OFFICE OF BUDGET AND FINANCE Budget and Resource Planning Submission Process Campus Group User / Admin Executive Reviewer Budget Office Users – Edit Access Admins / Reviewers – Submit Access Executive Reviewer – Final Approver Process repeats for Phase 2

DIVISION OF FINANCE Office of the Vice President for Finance OFFICE OF BUDGET AND FINANCE Budget and Resource Planning What’s the Same Submission Workflow Similar Style Workbook Two Phase Process Two Phase Process

DIVISION OF FINANCE Office of the Vice President for Finance OFFICE OF BUDGET AND FINANCE Budget and Resource Planning What’s New & Improved Attachments Longevity Submitting Custom Reports Training Videos Revenue Materiality Revenue Materiality

DIVISION OF FINANCE Office of the Vice President for Finance OFFICE OF BUDGET AND FINANCE Budget and Resource Planning BPM Overview

DIVISION OF FINANCE Office of the Vice President for Finance OFFICE OF BUDGET AND FINANCE Budget and Resource Planning Compensation Standards an Practices are posted at Compensation Betty Burns – x4632 – Compensation Betty Burns – x4632 – Employment Specialist Evelie Giddings – x3561 – Nancy Joseph – x2219 – Employment Specialist Evelie Giddings – x3561 – Nancy Joseph – x2219 –

DIVISION OF FINANCE Office of the Vice President for Finance OFFICE OF BUDGET AND FINANCE Budget and Resource PlanningQuestions?Questions?