Fill - Free fillable AAMU Intergrated Planning and Budgeting Request PDF form

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AlabamaA&MUniversity

Normal,Alabama

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IntegratedPlanningandBudgeting(IPB)Request

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UnitName: __________________________________________

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Submittedby: __________________________________________

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TotheBudgetPlanningCouncil

ForFiscalYear__________

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SectionI:GeneralProductivityInformat ion

1. AcademicUnit

Providethreeyeartrenddataonstudentenrollment.

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 Fall2007 Fall2008 Fall2009

NumberofMajors  

NumberofGraduates

(PreviousAcademicyear)



StudentCreditHours  

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2. NonAcademicUnit

Selectanappropriateindicator(s)tomeasuretheproductivityofyourunitandprovide

thedataforthethreeyearperiod.

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Indicator(s)selectedandjustificationforuse.

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ProductivityIndicator Fall2007 Fall2008 Fall2009

 

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SECTIONII:Personnel

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1. Completethepersonnelworksheetandtransferthesummaryinformationtothe

tablebelow.

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STATE OTHER

Status Number Salary Number Salary

FACULTY  

HEADCOUNT 

FTE 

TEMPORARY 

PARTTIME 

NONFACULTY  

HEADCOUNT 

FTE 

TEMPORARY 

PARTTIME 

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2. RecommendedStaffing

Usingnormativedata,descriptive/accreditationrecommendationsorACHEdata,

whatistheappropriateorrecommendedstaffingforyourunit.Forexample,the

recommendedstaffingformfinancialaidis1to300studentsserved.

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Staffingcriteriaandjustification.

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RecommendedStaffing ActualStaffing Difference

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ACHEDATA(CurrentYear)

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 TOTALCREDIT

HOURS

BASELINE

FTE

PERSONNEL

BUDGE

NONPERSONNEL

BUDGET

TOTAL

BUDGET

CALCULATED



ACTUAL



DIFFERENCE



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3. Analysis‐planningforthefutureandstaffingflexibility

 ASSISTANT

PROFESSOR

ASSOCIATE

PROFESSOR

PROFESSOR TOTAL 

NUMBERTENURED

FACULTY

 

1‐2YEARS 3YEARS 4YEARS 5YEARS

NUMBERDROP

PROGRAM

 

25‐27YEARS 28‐30YEARS 31‐35

YEARS

35+

YEARSRETIRMENT    



Ifanalysisrevealsoverstaffing,includeplanforstaffingreductions.

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Consideringtheprojectedretirementofpersonnelintheunit,whatisthesuccession

planforthefuture?





SECTIONIII:NON‐PERSONNEL

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1. Obligatedmulti‐yearcommitments

 Fall2009 Fall2010 Fall2011

Computers 

Copiers 

Insurance 

MembershipDues 

AccreditationFees 

Other 

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2. Listmajorequipment($5,000ormore)purchasedduringcurrentyearandpurpose.

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3. Listandgivetheamountofanyone‐timeexpenditureinclude dinthecurrentbudget.

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SECTIONIV:BUDGETHISTORY

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 Fall2008 Fall2009 Fall2010

 State Other State Other State Other

Fulltime 

Temporary 

Part‐time 

OperatingExpenses 

Equipment 

ContractualServices 

Total 

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4. Budgetreallocationorreduction,ifrequired.

Basedonthetargetedamountgiven,indicatetheareasfromwhichthe

reductionorreallocationwillbemadeanditsimpactontheprogram/strategic

plan.

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 FY2010Budget Recommend Impact

Full‐time 

Temporary 

Part‐time 

OperatingExpenses 

Equipment 

ContractualServices 

Total 

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SECTIONV:JUSTIFICATIONOFBASEBUDGET(STATEFUNDSONLY)

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Provideaveryspecificjustificationfortherequestedbasebudget.The

calculationorbasisoftheamountrequestedshouldbeincluded.

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Personnel Requested Recommended

Full‐TimePositions



Part‐time/TemporaryPositions 





 Requested Recommended

OperatingExpenses



ContractualServices



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 Requested Recommended

Equipment(listeachwithcost)

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Travel

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SECTIONVI:STRATEGICPLANNINGREQUEST

Note:Completeoneformforeachrequest

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1.TitleofBudgetInitiative:____________________________________________

2.StrategicObjective:________________________________

3.Dept.Name:_____________________________________

4.BudgetCode:_____________________________________

5.FundingPriority:__________________________________

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GENERALDESCRIPTION

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6.Summaryofcostsover5years:

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 Dollars

FiscalYear Base One‐Time NumberofPositions

FY2010

FY2011

FY2012

FY2013

FY2014

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7.Description:

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8.Justificationforrequest:

(Ifsalaryadjustmentisrequested,includecomparativesalarydata)

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9.Outcome/resultsiffunded:

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COSTOFFIRSTYEAR’SREQUEST

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10.Personalservice?Ifyes,completethetablebelow.



PositionTitle State Other

Full‐timePosition



Subtotal,Full‐time

Part‐time/TemporaryPositions



SubtotalPart‐timePositions

TOTALPERSONNELCOST

Non‐personnelcosts

OperatingExpenses

Contractual

Travel

Equipment

Subtotal,non‐personnel

TOTAL

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MEASURINGRESULTS

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11. How will you measure the outcome to determine if the objective has been

achieved? Included the benchmark data against which this outcome will be

measured.





PersonnelWorksheet

Faculty(Permanent)



Faculty PositionNumber FTE SALARY FTE SALARY FTE SALARY TOTAL TOTAL

STATE STATE OTHER OTHER OTHER OTHER FTE SALARY

 

Total  



PERSONNELWORKSHEET

FACULTY(TEMPORARY)



Faculty PositionNumber FTE SALARY FTE SALARY FTE SALARY TOTAL TOTAL

STATE STATE OTHER OTHER OTHER OTHER FTE SALARY

 

Faculty

(Parttime/Adjunct)

 

 

Total  

PersonnelWorksheet

Non‐FacultyPermanent



Faculty PositionNumber FTE SALARY FTE SALARY FTE SALARY TOTAL TOTAL

STATE STATE OTHER OTHER OTHER OTHER FTE SALARY

 

Total  



PersonnelWorksheet

Non‐Faculty(Temporary)



Faculty PositionNumber FTE SALARY FTE SALARY FTE SALARY TOTAL TOTAL

STATE STATE OTHER OTHER OTHER OTHER FTE SALARY

 

Part‐time

 

 

Total  



ProposedBudget

With

StrategicPlanningRequest(s)





PRIORITY PRIORITY PRIORITY PRIORITY

BASEBUDGET BASEBUDGET 1 2 3 4



Personnel



Full‐timePersonnel



TemporaryPersonnel



Part‐timePersonnel



SubtotalPersonnel



OperatingExpenses



ContractualServices



Equipment



Travel



SubtotalNon‐Personnel



TOTAL



CUMULATIVETOTAL



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