FY 2018 Hyperion Operating Budget Timeline Budget Planning

FY 2018 Hyperion Operating Budget Timeline Budget Planning and Development Financial Area Representatives Meeting January 25, 2017 Tammy Anthony, Senior Director Office of Financial Affairs (http: //www. utsa. edu/financialaffairs/)

1 Hyperion Training for Area Budget Coordinators – February 6 thru 10 Types of Training Planned • Refresher course for those trained last year • Two Part course for those new to this process Training Information • Approximately 75 individuals identified by VP Areas • Role will be to review, reconcile and update final budgeted amounts for revenues, expenses and positions for FY 2018 Office of Financial Affairs Budget Planning and Development

2 Salary and Expense Budgets Phase I • Departmental Operating Budget preparation will have assumptions that we will provide during this phase • Budget Development process begins before the budget planning is completed Phase II • CMO will review recommendations for tuition, fees and semester credit hour projections • Results from Legislative process will be finalized • Budget Adjustments in Hyperion will be coordinated by the Budget Office with VP Areas/Area Budget Representatives as needed Office of Financial Affairs Budget Planning and Development

3 FY 2018 Operating Budget Planning Timeline January 31 February 6 - 10 February 13 March TBD March 10 March 13 - 17 March 13 - 17 April TBD May TBD June TBD August TBD Finalize Hyperion Access for Users (Returning and New) Area Budget Coordinators and VP Financial Area Reps Hyperion Budget Training - Refresher Course For Returning and Full Two Part Course for New Users Hyperion Loaded with Adjusted FY 2017 Budget and Position Compensation Rates as of January 31 Phase 1: Hyperion OPENS to "Area Budget Coordinators" - For the FY 2018 Operating Budget Development Central Budget Office will provide Budgeted Position Listing from FY 2017 Central Budget Office will provide Non E&G Longevity Reports based on current Longevity as of January 31 Central Budget Office will provide Benefits Updates for FY 2018 (if any) Central Budget Office will provide Draft FY 2018 projections for revenue generating areas Central Budget Office will provide Draft Debt Service Budgets Provided to Financial Area Representatives Internal Department Deadlines coordinated by VP Areas for Hyperion Data Review Phase 1: Hyperion CLOSES to "Area Budget Coordinators" Hyperion Reconciliation by Financial Area Representatives in each VP Area Hyperion Reconciliation by Central Budget Office (Concurrent with Financial Area Reps) CMO meeting to review FY 2018 Revenue projections; Resources & Requirements Preparation of UT System Budget Goals & Priorities Hearing UT System/UTSA Budget Goals & Priorities Hearing Phase 2: Hyperion Updates "if needed" by either Area Budget Coordinators or VP Financial Area Reps Draft FY 2018 Operating Budget due to UT System Final FY 2018 Operating Budget due to UT System FY 2018 Operating Budgets approved by Board of Regents Office of Financial Affairs Budget Planning and Development

4 QUESTIONS Office of Financial Affairs Budget Planning and Development

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