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Full-Time Equivalent (FTE)
February 8, 2007
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OFFICE OF THE CHIEF FINANCIAL OFFICER
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Full-Time Equivalent (FTE)
FTE = Unit of Measure of a
workers productivity or effort
FTE CountHead
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OFFICE OF THE CHIEF FINANCIAL OFFICER
CFO3
Units of Measure - 4 Types of Hrs
Productive Hourshours charged to a project
Paid Leave Hours: Leave Project ID AccountVacation 221402
Sick 356001
Holiday 356011
Other 356002
Overtime Hours
Leave w/o Pay (LWOP)not in FTE calc
not in FTE calc
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OFFICE OF THE CHIEF FINANCIAL OFFICER
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Units of MeasureWork Month
Work Month = Productive Hours in Acctg Period
/ Available Hour in Acctg Period
FY07 PeriodAvailable Hours 1 2 3 4 5 6 7 8 9 10 11 12 Total
MON 176 176 168 184 160 176 168 184 168 176 184 160 2,080
BWK 120 200 120 240 160 160 160 200 160 160 200 200 2,080
Available hours for monthly (MON) employeesare different from bi-weekly (BWK) employees
because of their differences in time reporting to
LDRS and General Ledger in any given month.
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OFFICE OF THE CHIEF FINANCIAL OFFICER
CFO5
FTE Calculation
FTE = FTE Factor x Work Month of eachemployee
FTE Factor =
( Productive Hours + Paid Leave Hours)
Productive Hours
calculated for each paygoup (MON or BWK) atthe Level 1 divisionemployees home
organization
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OFFICE OF THE CHIEF FINANCIAL OFFICER
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Paid Leave Factor (PLF)
PLF = 1 / FTE Factor
PLF = ( Productive Hours )
( Productive Hours + Paid Leave Hours)
FTE = Employee Work Month / PLF
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OFFICE OF THE CHIEF FINANCIAL OFFICER
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Example
For each MON employee:Available Hrs = 22 Days x 8 Hrs/Day = 176 Hrs
For each BWK employee:
Pay Period Ending Sent to FMS Hours
11/4/06 11/9/06 80
11/18/06 11/28/06 80
12/2/06 11/28/06 40
Total Available Hours/BWK employee 200
Assume Division A has 4 MONand 3 BWK Employees
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OFFICE OF THE CHIEF FINANCIAL OFFICER
CFO8
Example - Monthly (MON)
(a) (b) (c) (d) (e) = (a)/176 (f)=S(d)/S(a) (g)=(e)x1.15
Productive Paid Leave LWOP Total (a)+(b) Work Month FTE Factor FTE
Bill 160 16 176 0.9091 1.045Mary 152 24 176 0.8636 0.993
Jack 80 16 96 0.4545 0.522
Mike 144 24 8 168 0.8182 0.940
Total 536 80 616 3.0455 1.15 3.500
Total Dept A MON FTE = 3.500; headcount = 4 PLF = 0.8701
(a) Productive Hours = Hours Worked (hours charged to projects)
Hours
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OFFICE OF THE CHIEF FINANCIAL OFFICER
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Example - Bi-weekly (BWK)
(a) (b) (c) (d) (e) = (a)/200 (f)=S(d)/S(a) (g)=(e)x1.14
Productive Paid Leave Overtime Total (a)+(b) Work Month FTE Factor FTE
Joe 184 16 200 0.9200 1.050Sue 92 24 116 0.4600 0.525
Don 176 24 8 200 0.8800 1.005
Total 452 64 516 2.2600 1.14 2.580
Total Dept A BWK FTE = 2.580; headcount = 3 PLF = 0.8760
(a) Productive Hours = Hours Worked (hours charged to projects)
Hours
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OFFICE OF THE CHIEF FINANCIAL OFFICER
CFO10
Adjustments
Adjustments for late time entry or correctionsto hours reported in prior reporting periods.
If the prior time reporting period occurs in the
same accounting period as the current timereporting period, then adjustment hours are
included in the FTE calculations.
If the adjustment is not for the currentreporting period, an Adjusting FTE is
calculated and will be included in calculating
YTD FTE.
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OFFICE OF THE CHIEF FINANCIAL OFFICER
CFO11
Key Points
Standard calculation for LBNL FTE reports.
FTE Calculation based on FTE Factor of
whole L1 Division (home organization).
FTE of an employee can be > 1.0 or 0.
FTE calculation excludes LWOP and
overtime.
YTD Ave FTE calculation includes FTE
adjustments.
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CFO12
Sample BRS Report-Page1 Current Period
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CFO13
Sample BRS Report-Page 4 Adjustments
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CFO14
Sample BRS Report-Page 5 Total
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CFO15
Sample Effort Analyzer Report 1
FTE
as valuesOct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep
AD - Administrative Services 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00
AF - Accelerator & Fusion Research 74.17 74.97 72.78 75.34 71.13 70.29 68.79 68.64 72.61 71.53 71.99 70.90
AL - Advanced Light Source 85.25 85.30 84.02 84.96 83.13 82.48 83.11 82.96 88.89 91.61 92.95 90.91
BU - Business Services Division 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00
CF - Office of Chief FinanceOfficer 182.09 185.59 187.37 186.12 181.51 183.85 184.61 182.64 182.95 182.86 183.40 183.44
CH - Chemical Sciences 70.83 71.90 71.07 68.86 68.27 66.57 65.40 69.11 88.15 95.37 77.45 65.90
CR - Computational Research Div 113.23 112.93 116.44 115.72 108.07 133.50 132.74 132.52 139.97 144.20 142.89 133.86
CS - Computing Sciences 0.00 0.00 0.00 0.00 9.00 9.00 9.01 9.01 9.00 9.00 9.00 9.00
EE - Environmental Energy Tech 209.00 206.42 206.83 198.39 201.88 200.80 196.91 197.79 205.32 204.02 202.27 194.75
EG - Engineering 275.33 275.95 274.73 275.69 275.86 272.91 273.52 274.14 272.61 271.50 270.70 266.23
EH - Environment, Health & Safety 90.85 89.41 87.57 86.72 83.84 83.99 83.10 83.08 84.60 86.50 87.99 90.26
ES - Earth Sciences 129.57 128.44 128.43 127.24 130.12 131.66 130.75 126.05 131.55 132.31 131.16 127.92
FA - Facilities 264.35 266.59 264.22 258.57 255.24 255.17 249.97 248.24 249.51 238.54 235.71 235.55
GN - Genomics Division 151.81 153.65 150.60 149.14 148.87 152.21 151.24 153.58 157.63 165.60 168.08 165.53
HR - Human Resources 66.74 63.96 61.33 62.54 64.36 66.03 64.50 62.98 61.01 62.66 63.07 61.91
IC - Information Technology Div 180.89 178.67 176.55 177.16 175.51 149.10 149.80 149.78 150.35 152.52 154.27 148.41
LD - Laboratory Directorate 63.71 64.35 64.67 64.14 62.56 60.84 62.23 61.84 62.43 60.80 60.84 59.08
LS - Life Sciences 240.63 238.29 239.45 239.57 240.27 244.99 249.48 252.71 257.56 265.83 258.70 246.94
MS - Materials Sciences 163.30 164.51 166.86 177.93 175.29 185.09 182.74 187.35 226.47 230.11 212.55 188.46
NE - NERSC 69.37 67.43 67.38 67.11 64.53 64.06 61.62 62.54 67.17 68.63 67.37 67.14
NS - Nuclear Science 83.88 82.62 81.42 80.21 80.40 77.39 76.53 78.62 79.81 81.50 76.53 73.66
OP - Operations Division 12.21 11.27 10.95 10.00 10.00 10.00 10.00 9.00 8.57 7.00 7.17 6.65
PA - Public Affairs 27.59 27.19 26.45 26.28 26.62 27.22 27.21 27.17 29.28 30.83 30.71 27.87
PB - Physical Biosciences 120.46 122.06 120.67 120.44 125.55 124.56 123.44 121.31 136.15 137.40 132.28 112.94
PH - Physics 89.90 88.10 88.65 88.58 91.15 90.48 90.61 92.84 94.30 97.17 94.65 86.26
Undefined value - Undefined value 0.00 0.00 0.00 0.11 0.00 0.18 0.00 0.00 0.00 0.11 0.00 0.00
Employee Home Organization 2,765.16 2,759.57 2,748.41 2,740.81 2,733.15 2,742.38 2,727.30 2,733.87 2,855.87 2,887.57 2,831.73 2,713.58
FY06 FTE
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OFFICE OF THE CHIEF FINANCIAL OFFICER
CFO16
Sample Effort Analyzer Report 2
FY06 YTD Ave FTEHome Dept Average YTD FTE Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep 2006
AF - Accelerator & Fusion Research 74.20 74.54 73.92 73.58 73.13 71.79 71.37 71.03 71.17 71.19 71.30 71.27 71.27
AL - Advanced Light Source 85.25 84.54 84.33 85.24 85.53 85.00 85.37 85.34 85.74 86.35 88.68 89.78 89.78
CF - Office of Chief FinanceOfficer 182.15 185.02 185.75 185.77 183.84 183.90 184.35 184.78 183.57 183.42 183.43 183.41 183.41
CH - Chemical Sciences 70.84 71.00 70.34 69.58 69.21 67.91 66.91 68.09 70.32 72.83 73.24 72.63 72.63
CR - Computational Research Div 113.01 112.97 115.20 114.66 109.29 135.74 135.29 134.08 134.68 135.64 136.15 135.84 135.84
CS - Computing Sciences 0.00 0.00 0.00 0.00 8.91 8.93 8.94 8.95 8.95 8.95 8.96 8.96 8.96
EE - Environmental Energy Tech 209.33 207.62 206.98 205.12 206.10 205.29 204.09 203.33 203.57 202.75 202.61 201.97 201.97
EG - Engineering 273.60 274.67 275.00 275.08 275.19 274.74 274.51 273.77 272.62 273.45 273.25 272.57 272.57
EH - Environment, Health & Safety 90.52 89.90 88.44 87.86 87.00 86.55 86.11 86.51 86.27 85.41 85.64 86.01 86.01
ES - Earth Sciences 130.76 129.27 128.93 129.24 129.34 129.65 129.79 128.66 129.00 129.38 129.57 129.38 129.38
FA - Facilities 262.05 263.89 263.60 262.09 259.26 258.55 257.37 256.21 256.38 254.58 252.85 251.33 251.33
GN - Genomics Division 152.30 152.56 151.86 150.47 149.92 150.25 149.47 149.99 150.67 152.16 153.61 154.44 154.44
HR - Human Resources 66.81 65.21 63.90 63.58 63.68 64.06 63.23 63.21 62.93 62.83 62.84 62.76 62.76
IC - Information Technology Div 180.94 179.24 177.93 177.71 175.71 148.41 148.50 148.59 148.77 149.08 149.49 149.04 149.04
LD - Laboratory Directorate 63.79 63.82 63.94 64.04 64.16 64.48 64.16 63.82 63.69 63.39 63.16 61.88 61.88
LS - Life Sciences 241.45 239.44 239.57 238.97 239.43 240.81 241.93 243.31 244.92 247.05 247.93 248.63 248.63
MS - Materials Sciences 163.68 163.95 164.51 167.56 167.71 170.53 172.26 173.84 180.67 186.47 188.17 188.16 188.16
NE - NERSC 69.25 68.25 67.96 68.49 66.07 65.66 65.09 65.60 66.64 66.84 66.88 66.85 66.85
NS - Nuclear Science 83.91 82.56 82.14 81.41 81.24 80.60 79.44 79.28 78.45 78.72 79.47 79.01 79.01
OP - Operations Division 12.21 11.74 11.48 10.30 10.24 10.20 11.06 9.96 9.81 9.53 9.31 9.08 9.08
PA - Public Affairs 27.33 27.08 26.85 26.70 26.67 26.76 26.85 26.89 27.20 27.56 27.85 27.85 27.85
PB - Physical Biosciences 120.68 121.37 121.14 122.55 123.20 123.50 124.40 122.82 124.25 125.56 125.28 123.23 123.23
PH - Physics 89.90 89.02 88.90 88.83 90.10 90.04 90.12 91.13 91.48 92.16 91.36 90.93 90.93
Undefined value - Undefined value 0.00 0.00 0.00 0.03 0.02 0.05 0.04 0.04 0.03 0.04 0.04 0.03 0.03
Employee Home Organization 2,763.95 2,757.67 2,752.65 2,748.85 2,744.96 2,743.40 2,740.64 2,739.22 2,751.77 2,765.31 2,771.06 2,765.05 2,765.05
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OFFICE OF THE CHIEF FINANCIAL OFFICER
CFO17
Sample Effort Analyzer Report 3
For Oct, 2006
Oct
AF - Accelerator
& Fusion
AL - Advanced
Light Source
CF - Office of
Chief
CH - Chemical
Sciences
CR -
Computational
EE -
Environmental
EG -
Engineering
EH -
Environment,
ES - Earth
SciencesFA - Facilities
GN - Genomics
Division
HR - Human
Resources
IC - Information
Technology Div
Net FTE Net FTE Net FTE Net FTE Net FTE Net FTE Net FTE Net FTE Net FTE Net FTE Net FTE Net FTE Net FTE
( Blank ) 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00
AF - Accelerator & Fusion Research 65.50 0.00 1.47 0.00 1.02 0.00 36.81 0.00 0.00 0.78 0.00 0.86 0.32
AL - Advanced Light Source 8.01 84.49 1.98 0.00 0.00 0.00 81.56 1.06 0.00 5.17 0.00 1.08 2.24
CF - Office of the CFO 0.00 0.00 133.24 0.00 0.00 0.00 0.00 0.00 0.00 0.67 0.00 0.00 0.00
CH - Chemical Sciences 0.00 0.00 0.05 70.84 0.51 0.00 0.12 0.00 0.31 0.33 0.00 1.42 0.00
CS - Computing Sciences 0.00 0.00 3.92 0.00 100.56 0.89 0.39 0.00 0.00 2.58 0.00 2.41 43.48
EE - EETD 0.15 0.00 5.47 0.00 0.00 206.27 0.87 0.00 0.10 2.53 0.00 4.44 0.00
EG - Engineering 0.25 0.00 1.27 0.00 0.00 0.00 66.90 0.00 0.00 2.51 0.00 3.88 1.52
EH - Environment, Health & Safety 0.05 0.00 1.33 0.00 0.00 0.00 0.00 85.17 5.91 4.67 0.00 0.00 5.57
ES - Earth Sciences 0.00 0.00 2.12 0.00 0.00 0.75 7.22 0.01 123.27 2.94 0.00 0.00 0.75
FA - Facilities 0.00 0.05 6.14 0.00 0.00 0.18 0.43 0.94 0.00 219.50 0.00 0.00 5.20
GN - Genomics 0.00 0.00 4.05 0.00 3.87 0.00 12.33 0.39 0.00 5.38 151.94 3.80 0.05
IC - Information Technology 0.00 0.00 0.00 0.00 0.39 0.00 0.64 0.26 0.00 1.95 0.00 0.00 119.09
LD - Laboratory Directorate 0.00 0.00 2.03 0.00 0.00 1.25 0.00 0.00 0.36 1.49 0.00 0.88 0.40
LS - Life Sciences 0.00 0.00 8.99 0.00 0.05 0.00 4.03 0.21 0.00 1.38 0.05 3.57 0.70
MS - Material Sciences 0.00 0.70 3.23 0.00 0.00 0.00 12.12 0.00 0.00 3.55 0.00 3.49 0.00
NS - Nuclear Science 0.00 0.00 0.79 0.00 3.74 0.00 26.64 0.37 0.00 2.35 0.00 0.80 0.00
OP - Operations 0.00 0.00 1.11 0.00 0.00 0.00 0.03 2.11 0.00 0.85 0.00 37.27 0.03
PB - Physical Biosciences 0.00 0.00 4.36 0.00 0.71 0.00 4.98 0.00 0.82 2.39 0.31 2.11 1.20
PH - Physics 0.24 0.00 0.60 0.00 2.17 0.00 18.54 0.00 0.00 1.04 0.00 0.82 0.40
SUMMARY - SUMMARY 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00
Project Summary Group 74.20 85.25 182.15 70.84 113.01 209.33 273.60 90.52 130.76 262.05 152.30 66.81 180.94
Project Dept \ Home Dept
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OFFICE OF THE CHIEF FINANCIAL OFFICER
CFO18
Sample Effort Analyzer Report 3
For Oct, 2006 contd
LD - Laboratory
Directorate
LS - Life
Sciences
MS - Materials
SciencesNE - NERSC
NS - Nuclear
Science
OP - Operations
Division
PA - Public
Affairs
PB - Physical
BiosciencesPH - Physics
Net FTE Net FTE Net FTE Net FTE Net FTE Net FTE Net FTE Net FTE Net FTE
( Blank ) 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00
AF - Accelerator & Fusion Research 1.84 0.00 0.00 0.00 0.68 0.00 0.00 0.00 0.38 109.65
AL - Advanced Light Source 1.07 0.00 0.64 0.00 0.00 0.00 0.00 0.00 0.00 187.31
CF - Office of the CFO 1.07 -0.13 0.00 0.00 0.00 0.34 0.00 0.00 0.00 135.20
CH - Chemical Sciences 0.00 0.00 1.03 0.00 0.00 0.00 0.00 1.09 0.00 75.69
CS - Computing Sciences 1.89 0.00 0.00 55.48 0.00 0.00 0.00 0.38 0.00 211.96
EE - EETD 1.07 0.00 1.37 0.00 0.00 0.00 0.00 0.00 0.00 222.27
EG - Engineering 1.28 0.00 1.47 0.00 0.04 0.00 0.00 0.00 0.54 79.66
EH - Environment, Health & Safety 1.80 0.00 0.00 0.00 0.00 0.57 0.00 0.00 0.00 105.07
ES - Earth Sciences 2.10 0.21 0.00 0.00 0.00 0.00 0.00 0.49 0.00 139.85
FA - Facilities 1.64 0.00 0.98 0.00 0.00 1.02 0.00 0.00 0.00 236.06
GN - Genomics 1.08 6.48 0.00 0.00 0.00 0.00 0.00 0.00 0.00 189.36
IC - Information Technology 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 122.34
LD - Laboratory Directorate 43.80 0.00 0.34 0.00 0.00 1.94 0.00 0.00 0.00 52.50
LS - Life Sciences 0.87 232.97 0.34 0.00 0.00 0.00 0.00 4.13 0.00
257.29MS - Material Sciences 0.87 0.00 153.70 0.00 0.00 0.00 0.00 0.99 0.00 178.66
NS - Nuclear Science 1.02 0.23 0.31 4.02 82.67 0.00 0.00 0.00 3.62 126.58
OP - Operations 1.30 0.00 2.18 0.00 0.47 8.34 27.33 0.00 0.00 81.01
PB - Physical Biosciences 0.23 1.50 1.03 0.00 0.00 0.00 0.00 113.60 0.00 133.23
PH - Physics 0.87 0.00 0.28 9.75 0.05 0.00 0.00 0.00 85.35 120.11
SUMMARY - SUMMARY 0.00 0.18 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.18
Project Summary Group 63.79 241.45 163.68 69.25 83.91 12.21 27.33 120.68 89.90 2,763.95
Employee Home
Organization
Project Dept \ Home Dept