The Dynamics of Florida Atlantic University and Reporting Functions

The Dynamics ofThe Dynamics of

Florida Atlantic Florida Atlantic UniversityUniversityandand

Reporting FunctionsReporting Functions

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Today’s Agenda Budget Overview User Friendly Reports

Report of Budget – by fund type Schedule III Encumbrance Detail Report I – Banner Recast Encumbrance Detail Report II – “Old” Daily Detail Report Grant Inception to Date Report Types

Break out in groups to discuss Report and give feed back Closing Remarks ~ Pat Seita

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FSU15.46%

FAU8.03%

FIU11.04%FGCU

2.26%

UF19.92%

UNALLOC2.10%

UCF13.23%

UWF3.35%

NCF0.64%

FAMU6.27%

USF13.68%

UNF4.02%

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Instructional & Research $135,029,447

62.8%

Instructional & Research CTR

$611,153 0.3%

Plant Operations & Maintenance $18,380,295

8.6%

University Support $27,436,874

12.8%

Student Services $20,010,648

9.3%

Library / Audio Visual $13,412,560

6.2%

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500700900

1,1001,3001,5001,7001,9002,1002,3002,5002,7002,900

1996-1997 1997-1998 1998-1999 1999-2000 2000-2001

2001-2002 2002-2003 2003-2004 2004-2005 2005-2006

A&P / USPSFACULTY TOTAL

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AUXILIARY $45,930,841

10.27%

EDUCATION & GENERAL $214,880,977

48.02%

ATHLETICS $10,893,000

2.43%

GRANTS $53,578,047

11.97%

STUDENT ACTIVITY $5,959,574

1.33%

STUDENT FINANCIAL AID $115,919,252

25.91%

CONCESSION $325,575

0.07%

$0

$50,000,000

$100,000,000

$150,000,000

$200,000,000

$250,000,000

$300,000,000

$350,000,000

$400,000,000

$450,000,000

$500,000,000

1996-1997 1997-1998 1998-1999 1999-2000 2000-2001 2001-2002 2002-2003 2003-2004 2004-2005 2005-2006

TOTAL

EXPENSE

SALARY & BENEFITS

OPS

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BUDGETFUND 1996-1997 1997-1998 1998-1999 1999-2000 2000-2001 2001-2002 2002-2003 2003-2004 2004-2005 2005-2006EDUCATIONAL & GENERALSALARY & BENEFITS 74,601,366$ 82,299,870$ 91,142,319$ 96,186,623$ 102,282,978$ 106,724,043$ 111,698,243$ 118,815,189$ 132,803,493$ 148,860,483$ OPS 10,491,958$ 11,732,131$ 12,621,429$ 14,023,601$ 14,659,893$ 14,336,140$ 15,923,372$ 16,987,474$ 17,723,413$ 15,808,725$ EXPENSE 26,288,615$ 28,961,140$ 32,494,506$ 33,709,454$ 34,998,649$ 35,627,053$ 44,875,714$ 54,519,486$ 48,779,189$ 50,211,769$ TOTAL 111,381,939$ 122,993,141$ 136,258,254$ 143,919,678$ 151,941,520$ 156,687,236$ 172,497,329$ 190,322,149$ 199,306,095$ 214,880,977$

SPONSORED RESEARCH & GRANTSSALARY & BENEFITS 10,686,335$ 11,045,975$ 13,272,372$ 14,835,435$ 17,096,538$ 17,625,351$ 20,699,101$ 20,008,347$ 21,607,232$ 23,391,306$ OPS 6,474,197$ 6,944,802$ 8,483,439$ 8,837,418$ 9,314,696$ 9,737,467$ 10,546,744$ 8,934,791$ 9,084,890$ 9,874,196$ EXPENSE 6,661,241$ 8,902,443$ 9,759,163$ 11,596,396$ 13,195,092$ 13,070,553$ 12,371,058$ 17,862,318$ 17,031,514$ 20,312,545$ TOTAL 23,821,773$ 26,893,220$ 31,514,974$ 35,269,249$ 39,606,326$ 40,433,371$ 43,616,903$ 46,805,456$ 47,723,636$ 53,578,047$

STUDENT ACTIVITYSALARY & BENEFITS 96,659$ 105,155$ 163,947$ 157,497$ 127,521$ 146,634$ 159,193$ 125,869$ 161,437$ 168,916$ OPS 245,216$ 566,410$ 498,333$ 626,327$ 670,615$ 909,572$ 1,079,813$ 1,068,897$ 996,924$ 1,384,331$ EXPENSE 1,430,186$ 1,044,037$ 1,341,439$ 2,156,560$ 1,798,974$ 2,440,532$ 3,212,891$ 3,188,427$ 3,709,333$ 4,406,327$ TOTAL 1,772,061$ 1,715,602$ 2,003,719$ 2,940,384$ 2,597,110$ 3,496,738$ 4,451,897$ 4,383,193$ 4,867,694$ 5,959,574$

CONCESSION FUNDSALARY & BENEFITSOPS 97$ EXPENSE 175,781$ 250,251$ 256,315$ 221,655$ 229,187$ 245,381$ 206,913$ 225,285$ 259,299$ 325,575$ TOTAL 175,781$ 250,251$ 256,315$ 221,655$ 229,187$ 245,381$ 206,913$ 225,285$ 259,396$ 325,575$

STUDENT FINANCIAL AID *SALARY & BENEFITS -$ 295,184$ 310,620$ 305,923$ OPS -$ 732,856$ 629,143$ 52,146$ EXPENSE 27,399,880$ 35,157,867$ 40,249,959$ 44,732,852$ 48,564,506$ 65,266,686$ 72,582,717$ 77,161,092$ 92,797,693$ 115,561,183$ TOTAL 27,399,880$ 35,157,867$ 40,249,959$ 44,732,852$ 48,564,506$ 65,266,686$ 72,582,717$ 78,189,132$ 93,737,456$ 115,919,252$

AUXILIARY ENTERPRISESSALARY & BENEFITS 5,037,634$ 5,599,286$ 6,144,499$ 6,349,937$ 7,131,217$ 8,532,587$ 9,386,030$ 10,097,946$ 11,370,455$ 14,694,464$ OPS 2,443,583$ 2,566,872$ 2,812,123$ 3,016,416$ 3,372,452$ 3,201,092$ 3,359,911$ 4,164,125$ 3,773,065$ 4,503,034$ EXPENSE 10,698,051$ 11,368,358$ 10,543,267$ 11,649,034$ 11,766,751$ 17,134,428$ 18,472,527$ 19,913,327$ 24,259,487$ 26,733,343$ TOTAL 18,179,268$ 19,534,516$ 19,499,889$ 21,015,387$ 22,270,420$ 28,868,107$ 31,218,468$ 34,175,398$ 39,403,007$ 45,930,841$

INTERCOLLEGIATE ATHLETICS *SALARY & BENEFITS 840,356$ 902,604$ 917,292$ 1,185,360$ 1,495,404$ 2,097,907$ 2,488,545$ 3,650,756$ 3,829,056$ 4,021,109$ OPS 365,300$ 405,332$ 544,435$ 670,142$ 616,844$ 751,083$ 702,790$ 564,450$ 462,604$ 328,134$ EXPENSE 1,716,789$ 1,941,028$ 1,964,191$ 2,097,863$ 2,820,257$ 4,112,267$ 4,436,531$ 5,167,188$ 6,201,353$ 6,543,757$ TOTAL 2,922,445$ 3,248,964$ 3,425,918$ 3,953,365$ 4,932,505$ 6,961,257$ 7,627,866$ 9,382,394$ 10,493,013$ 10,893,000$

GRAND TOTAL FAUSALARY & BENEFITS 91,262,350$ 99,952,890$ 111,640,429$ 118,714,852$ 128,133,658$ 135,126,522$ 144,431,112$ 152,993,291$ 170,082,293$ 191,442,201$ OPS 20,020,254$ 22,215,547$ 24,959,759$ 27,173,904$ 28,634,500$ 28,935,354$ 31,612,630$ 32,452,593$ 32,670,136$ 31,950,566$ EXPENSE 74,370,543$ 87,625,124$ 96,608,840$ 106,163,814$ 113,373,416$ 137,896,900$ 156,158,351$ 178,037,123$ 193,037,868$ 224,094,499$ TOTAL 185,653,147$ 209,793,561$ 233,209,028$ 252,052,570$ 270,141,574$ 301,958,776$ 332,202,093$ 363,483,007$ 395,790,297$ 447,487,266$

% INCREASE FROM PRY'S N/A 13.00% 11.16% 8.08% 7.18% 11.78% 10.02% 9.42% 8.89% 13.06%

NOTES: * Athletic Scholarships / Financial Aid are included in Athletics.

FLORIDA ATLANTIC UNIVERSITY1996-1997 ACTUAL EXPENDITURES THROUGH 2005-2006 BUDGET BY FUND

ACTUAL

REPORT OF BUDGETREPORT OF BUDGET

BY FUND TYPEBY FUND TYPE

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Report of Budget by Type

Education and General Auxiliary Contracts and Grants Student Activities Student Financial Aid Athletics Concessions

WFBEGLE WFBMIX-AUX WFBGRNT WFBMIX-STG WFBMIX-FAM WFBMIX-ATHL WFBMIX-CONC

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REPORT OF BUDGET

GTAIDS Report of Budget – WFBEGLE

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b.

c.

d.

e.

a b c d e

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REPORT OF BUDGET

Report of Budget for Auxiliaries –

WFBMIX-AUX

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SCHEDULE III REPORTSCHEDULE III REPORT

Schedule of Salaries & Schedule of Salaries & Benefits DetailsBenefits Details

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SCHEDULE III REPORT

How to locate schedule III in e-print

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SCHEDULE III REPORT

How to locate schedule III in e-print How to find schedule III for prior months

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SCHEDULE III REPORT

How to locate schedule III in e-print How to find schedule III for prior months How to search a specific fund, VP area,

college or organization#

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Neil Armstrong

Michael Jordan

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John DoeJames BondHarley DavidsonMaradona SoccerElvis PresleyHumphrey BogartElvis PresleyHumphrey BogartJames BondHarley Davidson

Homer SimpsonJames BondHarley DavidsonMaradona Soccer

Ned Flanders

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SCHEDULE III REPORT

How to locate schedule III in e-print How to find schedule III for prior months How to search a specific fund, VP area,

college or organization# Understand the information -

Filled positionsUnfilled positions

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*** UNFILLED ***Susan Smith

*** UNFILLED ***Susan SmithJohn Smith

*** UNFILLED ***James BondHarley DavidsonMaradona SoccerElvis PresleyHumphrey Bogart

Banner Recast Banner Recast Encumbrance Encumbrance Transactions Report Transactions Report

NBAPBUDMNBAPBUDM

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Banner Recast Enc. - NBAPBUDM How to locate NBAPBUDM

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Ned Flanders

Harley Davidson

Harley Davidson

Maradona Diego

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Banner Recast Enc. - NBAPBUDM How to locate NBAPBUDM How to search records -

By z#By employee last nameBy position#

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Ned Flanders

Maradona Diego

Maradona Diego

John Smith

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Banner Recast Enc. - NBAPBUDM How to locate NBAPBUDM How to search records -

By z#By employee last nameBy position#

Understand the information

Projected Payroll Enc. Projected Payroll Enc. Detail ReportDetail Report

WPRPPEDA – Line PositionsWPRPPEDA – Line PositionsWPRPPEDO – OPS PositionsWPRPPEDO – OPS Positions

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Projected Payroll Enc. Detail Report How to locate those reports

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Projected Payroll Enc. Detail Report How to locate those reports How to search a specific fund,

organization or employee -By organization#By employee nameBy z#

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James BondHarley DavidsonMaradona SoccerElvis PresleyHumphrey Bogart

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Elvis PresleyDavid David

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James BondHarley DavidsonMaradona SoccerElvis PresleyHumphrey BogartMaradona SoccerElvis PresleyHumphrey BogartSusan SuzySmith JonesJohn Smith

Grant Inception to date Grant Inception to date ReportReport

FRRGITD & WFRGRINCFRRGITD & WFRGRINC

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Harley Davidson

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Harley Davidson

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Harley Davidson

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Harley Davidson

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Harley Davidson

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Harley Davidson

Daily Detail ReportDaily Detail Report

WFGRTRNHWFGRTRNH

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Types of Reports

Banner Delivered Focus Delivered E-Print Delivered

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Banner Content Table Reports

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Banner Content Table Reports

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Content Table Reports

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Content Table Reports

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Banner Content Table Reports

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QUESTIONS?

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FISCAL FORUMBREAKOUT GROUP DISCUSSIONS

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FISCAL FORUMBREAKOUT GROUP DISCUSSIONS

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their $ balances

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FISCAL FORUM SUPPORT GROUP STAFF Mohamed Abushadi Rosanna Berzok Denise Campbell Alan Levine Sue Logan Stacey Medeiros Bob Pope Ed Schiff Jie Shi Mary Waggoner

Budget Office Controller’s Office Personnel Services Budget Office Division of Research Controller’s Office AFTSS Purchasing Budget Office Budget Office