NC State Budget Central 

NC State Budget Central provides timely information about NC State’s budget process and ongoing budget planning. Here you will find communications from the university's administration and links useful to campus administrators and budget managers.

Budget Communications

September 30, 2016
 Update on the 2016-17 SHRA One-Time Merit Bonus
       Memo from Provost Arden and VC Douglass

Further guidance has now been received from UNC General Administration on the amounts to be awarded to SHRA employees for the one-time merit bonus. SHRA employees who meet the eligibility guidelines identified in the September 19, 2016 memo will receive the following one-time merit bonuses.

September 19, 2016
 2016-17 EHRA and SHRA Compensation Updates - Bonuses
       Memo from Provost Arden and VC Douglass

All eligible SHRA and EHRA NC State employees, active as of September 1, 2016, will be awarded a one-time across-the-board bonus in the amount of one-half of one percent (0.50%) of their current annual base salary (excluding supplements) as of September 1, 2016. Also, a one-time merit bonus pool is being implemented to grant a one-time lump sum payment for eligible SHRA and EHRA employees based on individual employee performance.
     > One-time EHRA Merit Bonus Target (pdf)

     Please complete and submit the template to Todd Driver in HR
     (with a copy to Millie Britt in the University Budget Office)
     no later than close of business Monday, October 10, 2016.
     > EHRA Merit Bonus Template (xlsx) Due Oct 10

August 16, 2016
 2016-17 Continuing and One-Time Budget Reductions
       Memo from Provost Arden and VC Douglass

The NC General Assembly has directed a continuing and a one-time management flexibility reduction for 2016-17 for the UNC System. The portion of the reduction allocated to NC State by UNC–General Administration is $10,729,524 continuing and $691,888 one-time. Schedules reflecting the continuing and one-time budget reductions for the University by college/unit and a template for submission of your reduction plan are included below.
     > Continuing Budget Reduction Schedule by College/Unit (pdf)
     > One-Time Budget Reduction Schedule by College/Unit (pdf)

     Please complete the template and submit it to
      no later than close of business Monday, September 12, 2016.
     > Management Flexibility Reduction Template (xlsx) Due Sept 12

August 16, 2016
 2016-17 EHRA and SHRA Compensation Updates
       Memo from Provost Arden and VC Douglass

"The Fiscal Year 16-17 state budget, as approved by the General Assembly, provided several compensation-related items for EHRA and SHRA employees: 1.5% legislative increase, 0.5% one-time bonus, and a one-time merit-based bonus pool. In addition, the UNC System is allowing campuses to provide base salary adjustments for EHRA employees only as part of an Annual Raise Process (ARP)."
     > EHRA Optional ARP Salary Increase Guidelines (pdf)

May 13, 2016
 Updated EHRA Salary Adjustment Pre-Authorization Guidelines
       Memo from Provost Arden and VC Douglass

Deans, Directors, and Department Heads memo restating recent updates to EHRA salary adjustment guidelines.

April 15, 2016
   Updated EHRA Salary Adjustment Pre-Authorization Guidelines
       Memo from Director of EHRA Administration Lori Preiss

The Board of Governors recently approved changes to the EHRA salary adjustment pre-authorization guidelines by increasing the on-campus approval threshold and clarifying requirements for retention adjustments.
     > March 9, 2016 memo from Junius Gonzales and Matthew Brody (pdf)

October 19, 2015
   "2015-16 Budget Information and EHRA ARP Guidelines"
       Memo from Provost Arden and Interim VC Peloquin-Dodd

NC State's leadership has authorized an ARP (Annual Raise Process) for salary actions retroactive to July 1, 2015, that will total 2.0% of the total EHRA (formerly EPA) salary base. These increases apply to EHRA positions paid from all funding sources and will be awarded in accordance with the attached campus implementation guidelines.
     > NC State EHRA Salary Allocation Guidelines (pdf)
     > UNC-GA EHRA Annual Raise Process Instructions (pdf)

July 8, 2015
   Continuing Resolution Salary Increase Guidelines
       Memo from UNC-GA VP for HR Matthew Brody

Updated guidance on salary increases in connection with the recently enacted State Budget Continuing Resolution
     > April 30, 2015 memo from Junius Gonzales and Matthew Brody (pdf)

July 7, 2015
 "Continuing Budget Authority for Fiscal Year 2015-16"
       Memo from Vice Chancellor Leffler

The State Legislature has not reached agreement on the 2015-17 Biennial Budget. However, on June 30, 2015, the North Carolina General Assembly ratified, and Governor McCrory signed, Senate Bill 534 authorizing continuing budget authority for state government operations.

July 1, 2015
 "SPA and EPA Non-Faculty Vacant Position Clean-Up"
       Memo from Provost Arden and VC Leffler

All campuses are being asked to review their vacant SPA and EPA non-faculty vacant positions and to make a systematic effort to abolish positions which have been vacant for 12 months or greater and for which there is no intention to actively recruit within the next 6 months.

September 17, 2014
   "2014-15 Budget Reductions and EPA Increase Guidelines"
       Memo from Provost Arden and VC Leffler

The Board of Governors has taken final action on the 2014-15 budget and on EPA salary guidelines. The recurring budget reduction will be met with allocations from the University, Provost, and Finance and Business.
     > EPA July 1, 2014 Salary Increase Guidelines (pdf)
     > UNC-GA Salary Administration Instructions for EPA and SPA (pdf)

July 1, 2014
 "2014-15 Fiscal Year Budget"
       Memo from Vice Chancellor Leffler

The existing State Spending Guidelines will remain in effect until we have a clearer picture of our FY 14-15 budget. Vacant positions that are not essential to your operations should not be filled until the impact of the 2014-15 state budget is finalized.

May 6, 2014
   "2013-14 Budget Reversion"
       Memo from Provost Arden and VC Leffler

Two-thirds of this one-time budget reduction will be covered from available University central funds. The remainder is being allocated to campus as per the attached schedule.
     > Campus One-Time Budget Reduction Allocation Schedule (pdf)
     > State Budget Director Pope's May 1, 2014 Memo (pdf)

     Please complete the MS-Excel template below and submit it to by noon on Monday, May 19, 2014.
     > Budget Reduction Template (xlsx) Due May 19

April 3, 2014
   "2013-14 Budget Reversion"
       Memo from Provost Arden and VC Leffler

Effective immediately, please comply with the salary and spending instructions for state appropriated funds as set forth in the UNC-GA memorandum below. No transfers of expenditures to state appropriated funds from other funding sources may be processed without the specific approval of Vice Chancellor Leffler. Detailed spending guidelines have been added below and are featured in the green box on the left side.
     > UNC-GA Spending Guidelines for the Remainder of 2013-14 (pdf)
     > Governor McCrory 2013-14 Budget Management Initiatives (pdf)
     > NCSU 2013-14 Spending Guidelines Effective April 3, 2014 (pdf)

November 18, 2013
 "Strategic Resource Management"
       Memo from Provost Arden and VC Leffler

We have created an online form for individuals to submit suggestions and ideas by Friday, December 13 for review by the Strategic Resource Management working group. The most promising opportunities will be investigated to determine their suitability for implementation at NC State; we anticipate sharing a list of recommendations with Chancellor Woodson in the spring for further discussion and review.

October 15, 2013
 "Impacts of State Budget on NC State"
       Letter from Chancellor Woodson

"While we always look for ways to continually improve, we are operating efficiently and there are no simple measures to absorb the recent round of cuts."

October 1, 2013
 "Federal Government Shutdown"
       Memo from VC Leffler and VC Lomax

The federal government shutdown will have some impacts on NC State, which will increase if it continues for a significant period. Under no circumstances should state funds be used to cover federal employee costs unless there is clear documentation that federal funds will reimburse the state when the shutdown is over.

August 28, 2013
   Budget Reduction Template - Due by noon Friday Sept. 13th (xlsx)

UNC-General Administration has provided the University with a budget reduction template. (Those responsible for completing the template have already received the following documents via email.) The template and a narrative description of each unit's budget reduction plan must be received by the University Budget Office no later than noon on Friday, September 13th.
       > Budget Reduction Template Instructions (docx)
       > Budget Reduction Template (xlsx) Due Sept. 13

August 16, 2013
 "2013-14 Budget Reduction Allocations"
       Memo from Provost Arden and VC Leffler

We recommend you proceed with finalizing your budget reduction plan. A template and related instructions for the submission of your budget reduction plan will be sent to you by the University Budget Office once we receive UNC-GA's instructions. (This memo includes the final budget reduction allocation schedule.)

August 8, 2013
 "Changes to Distance Education Processes"
       Memo from Provost Arden and VC Leffler

Given the recent tuition changes and the shifting of course taking patterns in DE and on-campus courses, we have decided that the separation of DE from other Academic Affairs budgets is no longer necessary.

July 8, 2013
 "Continuing Resolution for 2013-14 Budget Operations"
       REVISED Memo from VC Leffler

On July 3, OSP issued a revised memorandum superseding the initial June 28 memorandum. As a result, UNC-GA issued a revision to its memorandum. As stated in both revised communications, salaries are frozen and the only allowable salary increases are to be for promotions (moving to another position).
       > Revised OSP Memorandum of 7/3/13 (pdf)
       > Revised UNC-GA Memorandum of 7/8/13 (pdf)

July 3, 2013
 "Continuing Resolution for 2013-14 Budget Operations"
       Memo from VC Leffler

This memorandum constitutes the implementing guidelines for the Continuing Budget Authority that has been passed by the General Assembly and signed by the Governor.
       > OSBM Memorandum of 6/28/13 (pdf)
       > OSP Memorandum of 7/1/13 (pdf)
       > UNC-GA Memorandum of 7/2/13 (pdf)

June 24, 2013
 "2013-14 Budget Planning Follow-up"
       Memo from Provost Arden and VC Leffler

"Given the reductions being considered by the General Assembly, we believe you should concentrate your reduction planning on a 5% recurring amount with the expectation that there could also be an additional one-time budget reduction allocation."
       > Side-by-Side Budget Comparison from UNC-GA (xls)

April 12, 2013
 "2013-14 Budget Planning"
       Memo from Provost Arden and VC Leffler

"The General Assembly has begun its review of the Governor's 2013-15 budget bill, and while it might not adopt the entire budget recommendation, it is safe to assume that the final bill will include a reduction. As a result, we need to begin planning for a budget reduction of some amount."

March 20, 2013
 "2012-13 Spending Guidelines"
       Memo from Provost Arden and VC Leffler

Salary adjustment restrictions, as defined in the UNC memorandum, apply to positions funded in whole or part by state funds. Travel expenditures on state funds must comply with the UNC guidelines and purchases of services and supplies should be carefully reviewed. No transfers of expenditures to state funds from other funding sources may be processed without the specific approval of Vice Chancellor Leffler.
       > UNC Spending Guidelines from VP of Finance Perusse (pdf)
       > Budget Management Initiatives from Governor McCrory (pdf)

October 22, 2012
 "2012 SPA Salary Adjustments Beyond 1.2%"
       Memo from Provost Arden and VC Leffler

"We are allocating to each college and division (2-digit OUC) an amount of recurring state-appropriated funds equal to one percent of the division's or college's SPA salaries paid on state-appropriated Academic Affairs (16030) budget code as of June 30, 2012."

October 24, 2012 (Revised)
 "Budget Restructuring Task Force Charge"
       Memo from Provost Arden and VC Leffler

"This task force is appointed to steer the development of a cost analysis, assess various budget processes used in higher education today, recommend how the university's budget might be more appropriately realigned, and suggest how any future new budget resources might be allocated."

August 16, 2012
 "EPA Salary Increases effective July 1, 2012"
       Memo from Provost Arden and VC Leffler

The UNC Board of Governors authorized and NC State will centrally process a 1.2% increase for permanent EPA employees as an across-the-board increase. The Board of Governors further authorized an additional 1.8% of total EPA salaries that will require actions by the colleges and divisions.
       > Detailed Instructions for 1.8% Portion of EPA Increase (pdf)
       > Questions and Answers from EPA Increase Info Sessions (pdf)

March 30, 2012
 "Request for Unit-Level Strategic Documents"
       Memo from Chancellor Woodson

"The intent of these plans is to drive the decision-making and direction of this university. However, for this to work, it is critical that the strategic vision is carried out at the unit-level."

September 7, 2011
 "Budget Update"
       Letter from Chancellor Woodson

"While the budget is tight, we now know clearly how we will operate for this year. And, we have a strategic plan that anticipates a fiscally constrained future."

September 6, 2011
   NC State 2011-12 Management Flexibility Reductions (pdf)

This is the narrative document that NC State University has submitted to UNC-General Administration. It describes the following:
 1. The process used to arrive at the reductions submitted.
(Who was involved, when did planning begin, when were reductions implemented, and how were faculty/staff/employees/others notified.)
 2. How the reductions follow the requirements of the budget bill.
 3. The specific impacts of the reductions.

                   For older items, please visit the
                  Budget Communications Archive