Budget Office
The University Budget Office is a unit of the Finance and Administration Division that supports the university's mission by providing budgetary support to the entire university community in terms of maintaining and monitoring their budgets so that the continuing development of students, faculty, and staff is ensured with funds from both public and private sources. The primary responsibility of the Office is to allocate and monitor all budgeted funds appropriated by the State of North Carolina General Assembly as further allocated and directed by the Board of Governors of the University of North Carolina System.
Compliance with mandates, directives, procedures and policies for allocation and administration of these state appropriations as established by the North Carolina Office of State Budget and Management (OSBM), the North Carolina State Controller's Office, the UNC System Office of the University of North Carolina System and the North Carolina General Assembly drive the UNCSA policies and procedures for budget administration and planning.
The University Budget Office is responsible for maintaining, balancing and reconciling all salary funds and FTE. This includes budgeted salaries for all SHRA, EHRA, student and temporary positions.
The Budget Office coordinates the preparation of the biennial budget request and administers those budgets when approved. The Budget Office serves as a liaison between campus and the North Carolina Office of State budget and Management to manage the overall University state funds budget.
Budget Forms
Budget Policies & Guidelines
- Budget Request Form Guidelines
- Institutional Trust Fund Balance Policy
- Administrative Service Charge Policy (UNCSA Policy #319)
- Dual Employment Policy and Procedures
Budgeting for Employee Benefits
Please use the following benefit rates whenever budgeting for employee salaries and wages. These are primarily for use when budgeting in Institutional Trust Funds, but must also be taken into account when creating new positions in State Funds (or moving existing positions onto State Funds).
| Benefit Type | Account Code | FY 2023-2024 Rate | FY 2024-2025 Rate* |
|---|---|---|---|
| Social Security | 618100 | 7.65% | 7.65% |
| State Retirement (TSERS) | 618200 | 25.02% | 24.04% |
| Option Retirement Plan (ORP) | 618700 | 14.09% | 13.96% |
| Law Officer Retirement (LEO) | 618800 | 30.02% | 29.04% |
| Medical Insurance (SHP) | 618300 | $7,557 per employee per year | $8,095 per employee per year |
*Fiscal Year 2024-2025 Rates are current rates established in the 2023-2025 biennium budget approved in Session Law 2023-134, Current Operations Appropriations Act of 2023 (Sections 39.26.(c) and 39.26.(e)). These are subject to change, pending any adjustments approved during the 2024 legislative short session.
Budget Training
- All-Funds Budget Template Training
- Basic Budgeting
- Banner Navigation and Budget Revisions
- Position Control & Lapsed Salary Training (slides)
- Position Control & Lapsed Salary Training (video)
Other Budget Resources
Contact
Heidi Mallory, Director of Budget
Email: malloryh@uncsa.edu
Phone: 336-770-3303
Mark Graves, Senior Budget Analyst
Email: gravesm@uncsa.edu
Phone: 336-631-1282
Matthew Pittard, Budget Analyst
Email: pittardm@uncsa.edu
Phone: 336-770-3314
Location
1533 South Main Street
Administration Building - 2nd Floor
Hours of Operation
Monday-Friday, 8 a.m.-5 p.m., excluding University holidays.
Fax: 336-631-1233