Providing an introduction to the following systems/tools: TIPA – planning Performance Measures –...
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Providing an introduction to the following systems/tools: TIPA – planning Performance Measures – reporting Buddy – finance Outcomes Better understanding
Providing an introduction to the following systems/tools: TIPA
planning Performance Measures reporting Buddy finance Outcomes
Better understanding of planning & report systems/tools Able to
use these systems/tools to obtain planning and performance data at
teaching section level Aim
Slide 3
MORE THAN YOU IMAGINE www.sit.nsw.edu.au Planning -
Institute
Slide 4
MORE THAN YOU IMAGINE www.sit.nsw.edu.au Planning -
College
Slide 5
MORE THAN YOU IMAGINE www.sit.nsw.edu.au Head Teacher Forum
TIPA: Planning & Data
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MORE THAN YOU IMAGINE www.sit.nsw.edu.au TIPA What data is
important? Delivery Planning Get ASH & teaching hours correct
Staff Planning Reflect the expected FT staffing Budget Planning ASH
and $ FT, PT hours, related duties, evening Other Expenses
Slide 7
MORE THAN YOU IMAGINE www.sit.nsw.edu.au TIPA (TAFE Institute
Planning Application) Profile, ASH, $ (Annual Plan, Purchasing
Agreement) Delivery Plan Staff Plan Budget FT cost, hours ASH,
Teaching Hrs HR staffing Section teaching budget Section ASH
Section Expenses FT Staff Salaries Leave Adjustments College Budget
Courses Classes/ Timetable ASH per class Teaching hrs Tch hr FT =
PT Related Duties Evening work Excess Hrs Expenses
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MORE THAN YOU IMAGINE www.sit.nsw.edu.au TIPA Delivery Plan
Staff Plan Budget FT cost, hours ASH, Teaching Hrs ASH = Classes x
Students / class xASH / student Teaching hours = Teach hrs/class x
No. Classes Teaching hours have no effect on ASH Teaching hours
cost $$ Teaching hours impact $/ASH! For efficiency: Student unit
hours > Teaching hours/class $/ASH important for Core = Total
core $ / total core ASH Make sure fund codes are identified!
Slide 9
MORE THAN YOU IMAGINE www.sit.nsw.edu.au TIPA Class Planing
Panning, Planning What could go wrong? Assumes all enrolments go to
all units (Credit??) Assumes all enrolments choose all units
(timetable, repeats?) Assumes all units have viable classes Have
units changed nominal hours? (Check TP) Assumes all ASH in current
semester if % ASH not used
Slide 10
MORE THAN YOU IMAGINE www.sit.nsw.edu.au TIPA Delivery Plan
Staff Plan Budget FT cost, hours ASH, Teaching Hrs Are these all
correct? 35hpw x 18 wks Per hour cost, teaching! Total FT teaching
cost and hours Award Salary
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MORE THAN YOU IMAGINE www.sit.nsw.edu.au TIPA Delivery Plan
Staff Plan Budget FT cost, hours ASH, Teaching Hrs No effect on
teaching hours but important for budget! $224, 329 on Staff Page?
Real FT teaching cost /hr = $279961/1458 = $192 per hour PT
teaching hrs = Total Delivery plan FT hrs here 3571 = 4352 + 677 -
1458 From Class Plan From Staff Plan
Slide 12
MORE THAN YOU IMAGINE www.sit.nsw.edu.au TIPA Summary Delivery
Planning Get ASH & teaching hours correct Staff Planning
Reflect the expected FT staffing Budget Planning ASH and $ FT, PT
hours, related duties, evening Other Expenses
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MORE THAN YOU IMAGINE www.sit.nsw.edu.au Performance Measures
Overview EnrolmentsSISCLAMS TAFE Data Warehouse Performance
Measures
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MORE THAN YOU IMAGINE www.sit.nsw.edu.au SydNet - Systems &
Tools
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MORE THAN YOU IMAGINE www.sit.nsw.edu.au Performance
Measures
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MORE THAN YOU IMAGINE www.sit.nsw.edu.au Datasets
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MORE THAN YOU IMAGINE www.sit.nsw.edu.au Exercise 1: Your
teaching section enrolments & ASH Download the latest dataset
file on your desktop Go to Dataset_TS worksheet Find out: Course
enrolments & ASH Course Completions By award level & type
of fund
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MORE THAN YOU IMAGINE www.sit.nsw.edu.au Exercise 2: Your
teaching section RPL & ASH by course and RAM Go back to the
dataset file saved on desktop Go to Dataset worksheet RPL_by_course
Find out: RPL ASH & training hours ASH for a particular course
By award level Compare the data with your allocated ASH
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MORE THAN YOU IMAGINE www.sit.nsw.edu.au Other data
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MORE THAN YOU IMAGINE www.sit.nsw.edu.au Exercise 3: Your
teaching section unit/module completion rates Go to Performance
Measures Go to Other Data on the left hand panel Download the file
Module completion rates and enrolments by college& faculty
2006-2010 Find out e nrolments & MCR 2006-2010 by RAM Field of
study & course
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MORE THAN YOU IMAGINE www.sit.nsw.edu.au Past year data
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MORE THAN YOU IMAGINE www.sit.nsw.edu.au
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MORE THAN YOU IMAGINE www.sit.nsw.edu.au Glossary Some
definitions ASH definition ASH means Annual Student Hours. The term
"Training Hours" is sometimes used for ASH. ASH is the currency for
educational planning. ASH is central to planning and reporting in
TAFE systems Australia-wide. ASH is a prime measure of educational
effort a measure on which national accountability and funding of
TAFE systems is based. ASH is used to plan and report vocational
education activity at Commonwealth, State and Institute level. ASH
Recognition All RPL granted and not granted must be recorded to
meet national requirements. The Assessor must collect evidence from
the applicant and use the enrolment adjustment form for RPL to
record the outcome of the recognition claim. ASH is earned for both
granted and not granted RPL (non-standard exemptions). RAM Category
Course and Modules are grouped into Resource Allocation Model (RAM)
Categories. Courses and Modules in the same RAM category have
closely related occupational outcomes. Examples of RAM categories
include Building Construction, Information Technology and Business
Services.
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MORE THAN YOU IMAGINE www.sit.nsw.edu.au Head Teacher Forum
Buddy & Financial Data
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MORE THAN YOU IMAGINE www.sit.nsw.edu.au Buddy and Financial
Management Funding sources On-costs Budgets, Expense, Transfers
Reading Buddy Basic Financial Management
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MORE THAN YOU IMAGINE www.sit.nsw.edu.au Fund Sources
Commonwealth, State Agreement Contestable Funds Commercial
International Core FundsNon-core Funds Core Budget Delivery Plan
(TIPA) College/Cluster Budget SAP / Buddy
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MORE THAN YOU IMAGINE www.sit.nsw.edu.au Buddy and SAP Buddy is
an interface to SAP SAP Buddy Tells us what is in SAP Data External
Transactions Budgets Income Transfers
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MORE THAN YOU IMAGINE www.sit.nsw.edu.au Fund Sources
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MORE THAN YOU IMAGINE www.sit.nsw.edu.au Buddy Exercise: Change
fund codes to see variations
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MORE THAN YOU IMAGINE www.sit.nsw.edu.au On-costs Base Salary
On-costs are additional costs above the base salary paid by the
employer as part of working conditions or regulatory requirement.
On-costs add about 27% to FT salary costs and about 17% to PT
salary costs. The real hourly cost of employment is thus the total
costs / actual hours worked. TIPA budgets & Buddy budgets
include on-costs. Leave Loading Extended Leave Provision Workcover
Insurance Payroll Tax Annual Leave Provision Superannuation
Provision
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MORE THAN YOU IMAGINE www.sit.nsw.edu.au Buddy Exercise:
Navigate to FT Payroll Navigate to PT Payroll Note non-teach
payroll also in some sections Why check this? WHO are you paying??
Note Confidentiality: important to manage this information
respectfully.
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MORE THAN YOU IMAGINE www.sit.nsw.edu.au Expenditure &
Budget - College Core Budget Other Expenses Core Staff Salaries
Core Budget Expense Balanced Budget Gives $ spent, $/ASH Staff
costs, expenses Commercial, International Un-Balanced Budget Gives
TROUBLE! Note: All salaries and expenses paid from Fund 001 (in
Core)
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MORE THAN YOU IMAGINE www.sit.nsw.edu.au Expenditure &
Budget - College Core Budget Other Expenses Core Staff Salaries
Core Staff Salaries Non-Core Other Expenses Non-Core Budget Expense
RTMS Journal Transfer Core Budget Expense entered as a negative in
core to move to non-core as expense against income Non-Core
Income
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MORE THAN YOU IMAGINE www.sit.nsw.edu.au Buddy Exercise: Go to
June 2011, core funds Determine if there are any RTMS transfers
Click through to list the transfers Note the amounts linked to what
is selected
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MORE THAN YOU IMAGINE www.sit.nsw.edu.au Budget in Buddy
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MORE THAN YOU IMAGINE www.sit.nsw.edu.au Budget in Buddy
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MORE THAN YOU IMAGINE www.sit.nsw.edu.au Buddy: Forecast 1 1
Quick Review: Actual / months to date = $ per month (approximately)
$ per month x remaining months = funds required to end yr/sem
Remaining funds commitments funds required = over/under? Quick
Review: Actual / months to date = $ 1081949/10 = $108,000 $ 108000
x 2 = $ 216,000end yr/sem $144,000 $46,000 $216000 = -$118,000 ie
overrun
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MORE THAN YOU IMAGINE www.sit.nsw.edu.au Buddy Exercise: Go to
May 2011 Core, forecast June How close was it? Notice a problem
with this exercise?
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MORE THAN YOU IMAGINE www.sit.nsw.edu.au Buddy: Detailed Review
Section level variance, which are negative? Click through to detail
Employees Payroll, Transfers Other Expenses Purchases, printing,
travel.... What income / expenses are outstanding? What future
impacts are expected?
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MORE THAN YOU IMAGINE www.sit.nsw.edu.au Buddy: Forecast
Negative Variances? Click Through for detail Commitments? Current
position = Buddy Variance commitments + income
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MORE THAN YOU IMAGINE www.sit.nsw.edu.au Buddy Whats next?
Buddy cant tell the whole story; it is a snapshot in time. Some
tracking of hours, expenses needed What RTMS, journal transfers
expected? Current balance adjusted to now with local knowledge
Funds come in chunks so reconciliation needs care