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FY09 Budget Information

TO: HRS Form Preparers

FROM: Kelly McKinney

Manager of Budget Operations

RE: FY09 Budget Information

DATE: September 3, 2008

Enclosed are the materials to facilitate review, update, and correction of the Fiscal Year 2009 Budget. The following items are included:

1.  Preliminary Recap Time Sheet (HRS Report – (Informational Purposes Only)

2.  Positions by Employees List (HRS Report - 572)

3.  University of Texas at Dallas Position Control Plan vs Actual Report for 2009 (HRS Report by Department Number – PS4698)

4.  Budget List by Administrative Unit

5.  Budget List by Account

Critical Dates:

September 8 (Monday) - #1 Semi-Monthly Forms Deadline

September 11 (Thursday) - Monthly Forms Deadline

September 18 (Thursday) - #2 Semi-Monthly Forms Deadline

·  For the Payroll Processing Schedule go to the Payroll website: http://www.utdallas.edu/BusinessAffairs/Payroll.

The checklist below is provided to assist you in evaluating the status of the Fiscal Year 2009 Budget.

A.  Preliminary Recap Time Sheets – review to determine if any employee changes are required.

·  CRITICAL INFORMATION: If no changes are made, this is how your employees will be paid (or not paid) for the first Semi-Monthly and Monthly payrolls of the new Fiscal Year

·  The Budget Office attempted to remove employees that terminated in FY08 and update any A&P & Classified employee changes (new hires, promotions, etc.) that occurred during the months of March – August 15th.

·  If changes are required, please follow the normal PAF (Personnel Action Form) processing.

·  For information on PAF processing and the FY2009 Compensation Plan go to the Human Resources website: http://www.utdallas.edu/utdgeneral/business/hr

·  A second Preliminary Recap Time Sheet will be distributed September 15th.

B.  Budget List by Account - review the adjusted budget and free balance as disclosed on this report.

·  The Budget Office will initiate the required BAF to move funds from the subcode 1023 to 1021 for the Senior Lecturer positions as listed on the Budget List by Account.

·  If a deficit Free Balance exists, the Budget Office will send you an e-mail before September 12 to address the funding issues.

·  If funding is not provided by September 18, the affected position assignments will be deleted and HRS forms will be required to reappoint.

·  Do NOT initiate BAFs to fund the remaining unfunded salary changes until requested to do so by the Budget Office.

If you have any questions, please do not hesitate to call your Budget Analyst.