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Personnel Cost Reconciliation Understanding the B6

Personnel Cost Reconciliation Understanding the B6. Fiscal Officers Annual Meeting 7/31/2013 Jared Tatro, Legislative Budget Analyst. Why Did We Change the Form. Simplify the process Puts data in Excel Reduce workload Pre-populates currently filled positions

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Personnel Cost Reconciliation Understanding the B6

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  1. Personnel Cost ReconciliationUnderstanding the B6 Fiscal Officers Annual Meeting 7/31/2013 Jared Tatro, Legislative Budget Analyst

  2. Why Did We Change the Form • Simplify the process • Puts data in Excel • Reduce workload • Pre-populates currently filled positions • Tell a clearer story of personnel needs Prepared by LSO, Budget & Policy Analysis

  3. New B6 Form Highlights • Forms are populated • Data is available in Excel • New starting point • Filled not established positions • Calculations for benefit changes • Health and variable benefits are separate DUs • Fund allocation for bucket fund agencies Prepared by LSO, Budget & Policy Analysis

  4. Sections 1 - 3 Prepared by LSO, Budget & Policy Analysis

  5. Sections 4 & 5 Prepared by LSO, Budget & Policy Analysis

  6. Section 6, Buckets Prepared by LSO, Budget & Policy Analysis

  7. Filling out the B6 Steps needed to complete the B6 reconciliation process

  8. Adding Vacant/Authorized Positions • Agencies with vacant and/or authorized FTP and sufficient funds can add positions to B6 • Need PCN, class code, title, FTP, and salary • Benefits are automatically calculated • Agencies without sufficient FTP or funding may not be able to add positions in the adjustment sections • Demonstrate how the positions will be paid Prepared by LSO, Budget & Policy Analysis

  9. Example Adjustment –Vacant/Authorized Prepared by LSO, Budget & Policy Analysis

  10. Other Adjustments: Moving a Filled Position in Current Year • Position is filled in Program OUT and Program IN has sufficient FTP and/or funding • Make the following adjustments in the “other adjustments” section: -Program OUT: Back the position out -use negative numbers -Program IN: Add the position -use positive numbers Prepared by LSO, Budget & Policy Analysis

  11. Other Adjustments: Moving a Vacant Position in Current Year • Position is vacant in Program OUT and Program IN has sufficient FTP and/or funding • Make the following adjustments in the “other adjustments” section: -Program OUT: No adjustment is necessary -Program IN: Add the position -use positive numbers Prepared by LSO, Budget & Policy Analysis

  12. Other Adjustments: Transfer Filled Position in Current Year • Program OUT has sufficient FTP and/or funding and a filled position; Program IN does not have sufficient FTP and/or funding • Make the following adjustments • Program OUT: • “other adjustments”- back out position • DU 6.51: remove the FTP and/or funding • Delete the FY 15 change in benefit cells • Program IN: • “other adjustments” – add position • DU 6.51: add the FTP and/or funding • Delete the FY 15 change in benefit cells Prepared by LSO, Budget & Policy Analysis

  13. Other Adjustments: Transfer Vacant Position in Current Year • Program OUT has sufficient FTP and/or funding and a vacant position; Program IN does not have sufficient FTP and/or funding • Make the following adjustments • Program OUT: • DU 6.51: remove the FTP and/or funding • Delete the FY 15 change in benefit cells • Program IN: • “other adjustments” – add position • DU 6.51: add the FTP and/or funding • Delete the FY 15 change in benefit cells Prepared by LSO, Budget & Policy Analysis

  14. Filled Position –Transfer Current Year Other Adjustment Position is Filled Position is backed out Appropriation Adjustment – DU 6.51 Delete Formulas If Vacant Position, only adjust in DU 6.51

  15. Filled Position Transfers Starting Next Fiscal Year • Make the following adjustments: • Program OUT: • Remove the position in DU 8.31; or DU 12.01 • Indicate transferred PCNin column E (cell next to FTP) • Work with your analysts to determine appropriate DU • Program IN: • Add the position in DU 8.31; or 12.01 • Indicate transferred PCN in column E (cell next to FTP) • Will be the inverse of Program OUT Prepared by LSO, Budget & Policy Analysis

  16. Vacant Position Transfers Starting Next Fiscal Year • Make the following adjustments: • Program OUT: • Remove the position in DU 8.31; or DU 12.01 • Remove formulas in column K & L (change in benefits) • Work with your analysts to determine appropriate DU • Program IN: • Add position in DU 8.31; or DU 12.01 • Will be the inverse of Program OUT Prepared by LSO, Budget & Policy Analysis

  17. Transfer Positions Starting Next Year Adjustments made in DU 8.31 Position is Filled Keep Formulas Position is Vacant Delete Formulas Prepared by LSO, Budget & Policy Analysis

  18. Requesting New Resources • Agencies can request additional FTP and money on the B6 form • Supplemental: DU 4.3X • Annualization: DU 10.5X • Line Item: DU 12.0X • All requests for new resources should include a concise B-8.1 form • B6 is not intended to justify more resources Prepared by LSO, Budget & Policy Analysis

  19. Next Steps • Contact your LSO/DFM analyst if you have a unique situation or are unable to figure out the appropriate steps • Please contact me with suggestions for improving the B6 form • jtatro@lso.idaho.gov Prepared by LSO, Budget & Policy Analysis

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