Employee Expenditure
Reporting Education/Training for University Employees
State of Texas statute requires agencies and institutions of higher education to report spending greater than $5,000 per person on a training course, education course, or education program taken by an individual employee or administrator for a professional license, certification, or degree. This information is reported to the Legislative Budget Board (LBB) each fiscal year, regardless of the funding source used for the training/education.
What expenditures does the requirement include?
The $5,000 per person eligible expense includes total tuition, fees, travel expenses, training materials, etc. for an employee to participate in a training or education program and paid during the current fiscal year.
To report these expenses, download the spreadsheet here. An example can be found on line 2, and below is more information about completing the document.
- Columns A and B should indicate 714 / University of Texas at Arlington
- Columns C and D should indicate the name and position of the employee or administrator.
- Column E provides a drop-down menu to select the certification or degree that the employee earned or is working toward by completing the training or education program. If the employee earned a professional license or certification, please describe it in Column F
- Column G includes the agency’s total expenditure on the employee’s behalf for each course or series of related courses, if those expenditures exceeded $5,000 in the fiscal year. This column should include all related expenditures for the course including travel as noted above.
- Column H provides a drop-down menu to select the primary purpose of the training program. The purposes identified by statute include:
- Preparing for technological and legal developments;
- Increasing work capabilities;
- Increasing the number of qualified employees in areas designated by institutions of higher education as having acute faculty shortages; and
- Increasing the competence of state employees.
- Column I provides a field for reporting any further comments about the purpose of the training or education course.
Where do I send the report, and by when?
If your department has employees to report, complete the spreadsheet and email it to Joe White, Director of Procurement, at josephsw@uta.edu no later than Friday, August 16, 2024.
If you have questions about the spreadsheet or reporting requirements, please email Joe White.