1. FY 2018 Budget Kickoff
May 26, 2017

2. FY 2018 Budget Kickoff Agenda
Welcome
What’s New for FY 2018
Important Dates
Update on Workday Project
Important Reminders for Phase I
Phase II Dates & Reminders
Discussion

3. What’s New for FY 2018
No major reductions in state support; most departments funded at a minimum of 99% of their FY2017 levels
Due to budget constraints, no authorized merit program for FY 2018
Fees for Fiber, Door Security, Telephone and Long Distance will now be billed on a central account
Exception: Service Departments (27xxxx) & Auxiliaries (3xxxxx)
Depts will still be responsible for new equipment

4. What’s New for FY 2018
Updated GIP rates will be included in budget guidelines
Working Hours: 2088
Salary Savings for Non-Academic Vacant Positions will continue to be swept
Non-academic positions may not be eliminated
Budget Guidelines posted on our website

5. Important Dates Phase I : Lump-sum budget entry
Starts Today, Friday, May 26
Ends at close of business on Wednesday, June 7
Phase II : Salary budget entry
Starts Monday, July 3
Ends at close of business on Friday, July 28
Detailed calendar available at budget.tamu.edu

6. Update on Workday Project
Workday goes live in December 2017
Lots of exciting changes from both the employee and departmental perspective
Last year for BPP Prep process
For FY 2019, merit & cost allocation (sourcing) will be separate
Watch for more news and upcoming training opportunities

7. FAMIS Budget Module Access
Current users who have budget inquiry access have been given update access
New users must submit Financial Systems Access Request (FD-805)
Contact FAMIS Training & Security or

8. Phase I Reminders FAMIS Budget Screens
599 Budget Entry (remember to use if budgeting at the base
540 Budget Inquiry (last submitted version)
562 Allocations & Transfers
541 Allocation Inquiry (Can alternate the “To” and “From” accounts)
You must account for all salaries you intend to source in Phase II as lump sums in Phase I
Cannot increase beginning balances or revenues in Phase II
Bottom lines must match from Phase I to Phase II
No Beginning Balances on E&G (1x), DT (24x), Diff Tui (239x), UAF (237x) , AUF (29x) or Qatar SLA (2069x)
You can budget IDC (231x) if you notify Budget Office

9. Phase I Reminders
Verify that you are entering in the correct category on 599 by looking at the actuals in the right-hand columns
Do not use the Mandatory Flag on 562. This is reserved for debt transfers only
Initial salaries will load on 599. You may change or reload by using “F5”. They will not be updated in Phase I.
Remember to move PINs off of Project Zero before payrolls are paid.
Variance Analysis will continue; Smaller of 5% or $1M

10. Website Resources Budget Workpaper in Excel format
Budgeting Business Rules
FAMIS Budget Module Training Presentation
Listing of Budget Screens
FD-805 Link
Accounting Analysis Codes

11. Phase II – Dates & Access
Phase II – BPP Prep entry and FAMIS budget reconciliation
Monday, July 3 - BPP Feed Template upload begins
Monday, July 17 - Last day to submit BPP Feed Template
Friday July 21 - BPP manual corrections due by 5 pm; BPP locked
Friday, July 28 - FAMIS Budget Module locked
Existing BPP Users:
An requesting prep budget access should be sent to to the attention of Danny Grimes or Laura Quirino. Note “Prep Budget Access” in the subject line of the and note all Adloc(s) you need access to.
New BPP Users (Deadline for access June 23, 2017)
BPP Statement of Responsibility
With questions, please contact Danny Grimes at or

12. Phase II Phase II Template Data Phase II Reminders
Active payroll rolled to Prep – May 1st, May 26th and June 23rd
If May 1st template is preferred please send to
Phase II Reminders
Templates will only be loaded one time per unit
Deadline for requesting BPP access for manual entry will be Wednesday, June 23 at noon

13. Phase II Reminders Rec 1 should reflect the most current base salary
Remove administrative stipend
Adjust for any increase received after roll date
Hiring adjustment
Equity or promotion
Rec 3
Add back administrative stipend
Add FY 2017 promotion, equity or hiring adjustment increase
Note: Feed will pull the highest Rec; if no change in salary there is no need to add Rec 2 or Rec 3

14. Contacts Hotline: 845-8145 E-mail: budget@tamu.edu
Website: budget.tamu.edu
Mark Herzog
Shelly Janac
Tracy Foster
Katy Pleasant
Martha Weeks
Deborah Wright

15. Thank You & Happy Budgeting
The Office of Budget & Planning