Full-Time Equivalent (FTE) LRA Mtg 070208 (1)

8/10/2019 Full-Time Equivalent (FTE) LRA Mtg 070208 (1)

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OFFICE OF THE CHIEF FINANCIAL OFFICER

CFO1

Full-Time Equivalent (FTE)

February 8, 2007


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CFO2

Full-Time Equivalent (FTE)

FTE = Unit of Measure of a

workers productivity or effort

FTE CountHead


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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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CFO4

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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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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CFO6

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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CFO7

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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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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CFO9

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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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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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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CFO16


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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CFO17


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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CFO18


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

Documents

Full-Time Equivalent (FTE) LRA Mtg 070208 (1)