NC State Budget Central
Budget Communications Archive
August 17, 2022
EHRA and SHRA Annual Raise Process
Memo from Provost Arden and VC Maimone (pdf)
| Funding will be provided to colleges/units at the project level for the 3.5% LSI and 1% LMAR pool for positions funded by state-appropriated funds (projects between 201000 and 249999, except 202xxx and 203xxx) as of July 1, 2022. This funding distribution will be based on the July 1, 2022, employee distribution identified by the University Budget Office. |
July 28, 2022
HR News: 3.5% Legislative Salary Increase (LSI) Overview
| The 2022-23 North Carolina State Budget provides for a legislative base salary increase of 3.5% for both SHRA and EHRA employees. |
January 10, 2022
2.5% Legislative Salary Increase
Memo from Provost Arden and VC Maimone (pdf)
| Funding will be provided to colleges/units at the two-digit level for the 2.5% LSI for positions funded by state-appropriated funds
(projects between 201000 and 249999, except 202xxx and 203xxx) as of July 1, 2021. This funding distribution will be based on the July 1, 2021,
employee distribution identified by the University Budget Office after the January 2022 payroll has been processed.
The Appropriations Act of 2021 provides compensation increases for employees subject to the North Carolina State Human Resources Act (SHRA) and employees who are exempt from the act (EHRA). In January 2022, eligible permanent EHRA and SHRA employees (including probationary and time-limited employees) will receive a 2.5% legislative salary increase regardless of funding source. |
December 14, 2021
NC State Receives Tremendous Support from the State Budget
Letter from Chancellor Woodson
| With the passage of the state budget, NC State is poised to make great strides forward in achieving our potential and even better serving our students and our state. |
> HR News: Legislative Salary Increase and Bonuses
December 6, 2021
All-Funds Budget Initiative
Slides from Presentations to Campus (pdf)
| NC State's All-Funds Budget initiative is part of a UNC system-wide effort to improve transparency and strategic allocation of resources by budgeting all revenue streams that historically have not been part of an annual budget process. |
September 24, 2020
University Auxiliary Services
Email from the Chancellor, Provost, and VC for Fin and Admin (pdf)
| Each of NC State�s auxiliary units has implemented operational expense reduction plans to help address COVID-19 related revenue shortfalls. Auxiliary units have worked diligently to consolidate services; reduce hours; close facilities; enact hiring, travel and spending freezes; renegotiate service contracts; and, where possible, transition from in-person services to alternative online services. Unfortunately, due to the sharp decrease in revenue, some of our auxiliary units, in addition to operational reductions, must move forward to implement personnel actions. |
July 31, 2020
Campus Budget Scenario Update
Memo from Provost Arden and VC Maimone (pdf)
| To help clear up any potential confusion, we want to provide the campus community an update on NC State�s budget planning and outlook. State support remains strong, our enrollment for the fall remains solid, our research enterprise is performing well and beginning today several thousand students are moving into on-campus housing. At this time, we do not anticipate campuswide reductions to be necessary for the fall semester. |
January 29, 2020
Annual Raise Process (ARP) and Release of 1% Salary Hold
Memo from Provost Arden and VC Maimone (pdf)
| Without authorization of an ARP, we recognize the challenges that our university faces in maintaining salary equity within our institutional peer group as well as competitive pressures to retain top talent. Therefore, campus units should immediately release the hold on their one-percent for ARP and use the university�s existing guidelines to pursue salary adjustments to address labor market, equity, retention and other critical compensation needs in accordance with the university�s regular salary administration procedures. |
October 31, 2019
Important Update on Salary Freeze
Memo from AVC Williams (pdf)
| Effective immediately, per guidance from OSBM, the salary freeze for reclassification, labor market, equity, additional duties, etc., has been lifted with some caveats. |
September 17, 2019
Update on Salary Freeze
Memo from AVC Williams (pdf)
| "This week, the Office of State Human Resources (OSHR) and OSBM released a joint memorandum regarding the salary freeze and implementation of the 2019 2.5% Legislative Increase and Special Annual Leave Bonus for eligible State agency employees." |
July 11, 2019
Salary Increase Freeze
Memo from AVC Williams (pdf)
| "In the absence of an adopted State Budget for FY 2019-2020, the Office of State Budget and Management (OSBM) issued official guidance of a temporary freeze effective July 1, 2019 for many types of salary adjustments until further notice." |
> Temporary Restrictions FAQ (pdf) August 13 UPDATE
May 9, 2019
Limiting Certain EHRA Salary Actions Effective 7/1/19 or Later
Memo from HR Classification and Compensation (pdf)
| The University has received a directive from the UNC System Office to temporarily restrict EHRA salary actions effective July 1, 2019 or later, that fall into certain categories. |
January 10, 2019
Partial U.S. Federal Government Shutdown
Memo to Deans, Directors and Department Heads (pdf)
| Some of NC State's federal sponsors are affected by the shutdown which could lead to some impact on the university. |
August 17, 2018
EHRA and SHRA Annual Raise Process (ARP)
Memo from Provost Arden and VC Douglass (pdf)
| "In accordance with the attached NC State SHRA and EHRA ARP implementation guidelines,
eligible SHRA employees will receive an across-the-board 2% salary increase based on their June 30, 2018 base salary.
SHRA ARP increases will be included in the regular monthly September payroll, retroactive to July 1, 2018." "Eligible EHRA employees may be awarded a discretionary ARP increase, subject to the ARP caps and criteria described in the implementation guidelines. EHRA ARP increases are not across-the-board and must be allocated strategically and selectively... EHRA ARP increases will be included in the regular monthly October payroll, retroactive to July 1, 2018." |
November 13, 2017
SHRA Salary Adjustment Fund (SAF)
Memo from Provost Arden and VC Douglass (pdf)
| As a part of Session Law 2017-57 NC State University has been allocated funding for SHRA employees whose compensation falls at a market index of 90% or less. SAF increases will be entered and applied centrally by University Human Resources in time for November paychecks and will be retroactive to September 1, 2017. |
August 11, 2017
EHRA Annual Raise Process (ARP)
Memo from Provost Arden and VC Douglass (pdf)
| "In accordance with the attached NC State EHRA ARP implementation guidelines,
eligible EHRA employees may be awarded an ARP increase that
cannot exceed 4.99% of the employee�s June 30, 2017 base salary and
must be allocated strategically and selectively based on
individual meritorious performance, including teaching, service, publications, and/or research productivity for faculty.
Salary adjustments for faculty rank promotions are excluded from the 4.99% ARP cap calculation.
ARP increases may also be awarded, at management�s discretion, for the retention of key or hard-to recruit personnel.
Secondary criteria that may be considered include equity and labor market. ARP increases will be paid on
October 31, 2017, retroactive to July 1 2017."
|
July 20, 2017
BOG Reporting and Consultation
Memo from Provost Arden and VC Douglass (pdf)
| The 2017-19 state budget sets forth new requirements for the University to report and consult with the Board of Governors regarding certain salary and position actions, regardless of funding source. These new requirements differ substantially from existing HR procedures and require immediate changes. These changes are effective July 1, 2017 and apply to SHRA, EHRA faculty, EHRA non-faculty and County Extension employees. |
July 20, 2017
SHRA Legislative Increase
Memo from Provost Arden and VC Douglass (pdf)
| The 2017-19 state budget provides a legislative salary increase for eligible SHRA employees effective July 1, 2017. Salaries in effect June 30, 2017 for eligible SHRA employees will be increased by $1,000, regardless of funding source. A prorated amount will be applied for eligible part-time SHRA employees. The increase will be applied centrally by HR prior to any other July 1 personnel actions. Note: no action is required by the college or unit. Eligible SHRA employees will receive the legislative salary increase in their July paycheck. |
September 30, 2016
Update on the 2016-17 SHRA One-Time Merit Bonus
Memo from Provost Arden and VC Douglass (pdf)
| 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 (pdf)
| 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.
|
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 (pdf)
| 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.
|
> One-Time Budget Reduction Schedule by College/Unit (pdf)
Please complete the template and submit it to budgetoffice@ncsu.edu
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 (pdf)
| "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)."
|
May 13, 2016
"Updated EHRA Salary Adjustment Pre-Authorization Guidelines"
Memo from Provost Arden and VC Douglass (pdf)
| 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 (pdf)
| 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.
|
October 19, 2015
"2015-16 Budget Information and EHRA ARP Guidelines"
Memo from Provost Arden and Interim VC Peloquin-Dodd (pdf)
| 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.
|
> 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 (pdf)
| Updated guidance on salary increases in connection with
the recently enacted State Budget Continuing Resolution
|
July 7, 2015
"Continuing Budget Authority for Fiscal Year 2015-16"
Memo from Vice Chancellor Leffler (pdf)
| 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 (pdf)
| 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 (pdf)
| 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.
|
> UNC-GA Salary Administration Instructions for EPA and SPA (pdf)
July 1, 2014
"2014-15 Fiscal Year Budget"
Memo from Vice Chancellor Leffler (pdf)
| 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 (pdf)
| 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. |
> State Budget Director Pope's May 1, 2014 Memo (pdf)
Please complete the MS-Excel template below and submit it to
budgetoffice@ncsu.edu 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 (pdf)
| 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 main page. |
> 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 (pdf)
| 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 (pdf)
| 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 (xlsx) Due Sept. 13
| 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 (pdf)
| 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 (pdf)
| 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 UNC-GA Memorandum of 7/8/13 (pdf)
July 3, 2013
"Continuing Resolution for 2013-14 Budget Operations"
Memo from VC Leffler (pdf)
| This memorandum constitutes the implementing guidelines for the Continuing Budget Authority that has been passed by the General Assembly and signed by the Governor. |
> 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 (pdf)
| "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." |
April 12, 2013
"2013-14 Budget Planning"
Memo from Provost Arden and VC Leffler (pdf)
| "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 (pdf)
| 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. |
> Budget Management Initiatives from Governor McCrory (pdf)
October 22, 2012
"2012 SPA Salary Adjustments Beyond 1.2%"
Memo from Provost Arden and VC Leffler (pdf)
| "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 (pdf)
| "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 (pdf)
| 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. |
> Questions and Answers from EPA Increase Info Sessions (pdf)
March 30, 2012
"Request for Unit-Level Strategic Documents"
Memo from Chancellor Woodson (pdf)
| "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. |
August 24, 2011
"Protocols for Faculty and Staff Salary Adjustments 2011-2012"
Memo from UNC General Administration (pdf)
| The Board of Governors met on August 12, 2011 and confirmed the process that the University of North Carolina will follow on salary matters for the remainder of fiscal year 2011-2012. |
August 23, 2011
"Service Modifications Due to Budget Reductions"
Memo from the Asst. VC for Facilities Operations (pdf)
| The cumulative effects of repeated budget reductions have impacted services that will likely be noticeable by the campus community. |
July 22, 2011
Budget Reduction Template - Due by noon Tuesday Aug 9th (xls)
| 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 Tuesday, August 9th. |
> Budget Reduction Template - REVISED (xls) Due Aug. 9
| [7.28.11] The choices in the "type" column of the budget reduction template have been revised. Note that "i" is now "N/A - anything that does not fit in a-h". Types "a-g" are areas that must be considered before taking reductions in instructional budgets per Section 9.6(a) of House Bill 200 (see "HB200 sec 9.6(a) tab in attachment). Type "h" is "Reduce Academic Counselors, Financial Aid Staff and Mental Health Counselors", which is a specific question from UNC-GA. |
July 8, 2011
"Budget Update"
Letter from Chancellor Woodson
| "Yesterday, the Board of Governors approved state budget allocations that included more than 15 percent in reductions for NC State. That represents a loss of about $80 million from our appropriated budget." |
June 15, 2011
"Budget Update"
Letter from Chancellor Woodson
| "The Board of Governors will meet soon to allocate budget reductions across the UNC campuses. Once the BOG has acted, we will work quickly to develop the specific details of the budget allocation to the university for 2011-12." |
June 6, 2011
"OSBM Cash Restriction"
Memo from Vice Chancellor Leffler (pdf)
| The Office of State Budget and Management has directed a major reduction ($10M for NC State University) in cash allotments to all state departments and the UNC System. This action, in essence, will stop our state expenditures for the remainder of Fiscal Year 2010-11. |
May 13, 2011
"Personnel Actions Due to Budget Cuts and Strategic Realignment"
Memo from Provost Arden and VC Leffler (pdf)
| Further guidelines about how we will move forward in this dynamic environment. |
April 14, 2011
"Budget Update"
Letter from Chancellor Woodson
| "On Tuesday, the NC House of Representatives Appropriations Subcommittee on Education offered its first budget proposal, with budget reductions to NC State of 15.5 percent." |
January 21, 2011
"2011-13 Budget Planning Memorandum #3"
Memo from Provost Arden and VC Leffler (pdf)
| Clarification of 2011-13 Budget Planning Memorandum #2 |
January 18, 2011
Chancellor Woodson's Message on the Budget
Letter from Chancellor Woodson (pdf)
Open video in YouTube | Transcript
January 14, 2011
"Administrative Service Charge Rate Increase"
Memo from Provost Arden and VC Leffler (pdf)
| "The purpose of the charge is to reimburse budget code 16030, Academic Affairs, for general administrative costs incurred by the university to support central operations such as payroll, accounting, budget, personnel, purchasing, public safety, etc." |
January 12, 2011
"2011-13 Budget Planning Memorandum #2"
Memo from Provost Arden and VC Leffler (pdf)
| Attached is a preliminary schedule that allocates reductions to each of the University's units. You have already submitted 5% and 10% budget reduction plans. Please review these plans, make necessary modifications and list additional reductions that will be necessary to meet these goals. |
December 22, 2010
"State Appropriated Funds Budget Update"
Memo from Provost Arden and VC Leffler (pdf)
| 1) For 2010-11 we will be required to submit an additional 2.5% budget reversion and will be
limited to filling only critical vacancies. 2) We are to develop strategies for meeting a recurring budget reduction in 2011-12 of up to 15%. |
> Memo from State Budget Director Perusse (pdf)
Attachment A: Filled Position Report (xls)
Attachment B: Approval to Hire Essential Personnel (xls)
October 12, 2010
2011-13 UNC-GA Budget Preparation Instructions
> Operating Budget Priorities (pdf)
> Capital Budget Priorities (pdf)
> Campus Security and Safety Budget Priorities (pdf)
> Operating Budgets: Continuation Base and Change (pdf)
> Budget Reductions Planning (pdf)
> Enrollment Planning and Budgeting (pdf)
October 1, 2010
"Required 2011-13 Budget Reductions"
Memo from Interim Provost Arden and VC Leffler (pdf)
> State Appropriated Budget Reduction Targets (pdf)
> Three Percent Budget Reduction Template (xls) Due Oct. 12
> Six Percent Budget Reduction Template (xls) Due Oct. 12
September 30, 2010
Chancellor Woodson�s Forum on the Budget - October 6, 2010 (pdf)
July 26, 2010
"EPA and SPA Salary Increases for 2010-11"
Memo from President Bowles to the Chancellors (pdf)
| "At this time, UNC-General Administration will not place additional limits on the authority granted by the General Assembly to use non-state funds for salary increases; however, I urge you to be judicious in the use of this flexibility..." |
July 15, 2010
"Thoughts on Tuition"
Letter from Chancellor Woodson
| "North Carolina�s universities have taken $575 million in budget decreases over the last three years. NC State�s share of this year�s reduction is almost $20 million. Students, faculty and staff have all borne the burden of difficult budgetary times." |
June 24, 2010
"Appropriated Operating Expenditures for the Remainder of June"
Memo from Vice Chancellor Leffler (pdf)
| "OSBM will not be approving any additional cash allotments for operating expenditures in June. This will mean a loss of approximately $9.3 million in state appropriated funds to our university." |
April 21, 2010
"Governor�s 2010-11 Budget Adjustment Recommendations"
Memo from Interim Provost Arden and VC Leffler (pdf)
| List of the Governor's recommended budget adjustments having a major impact to NC State University. |
April 20, 2010
Statement from UNC President Bowles on the Governor's Proposed
2010-11 State Budget Adjustments (pdf)
| "The budget reductions reluctantly recommended by the Governor will do permanent and substantial damage to the university�s Academic Core..." |
January 28, 2010
"2010-11 Budget Reduction Plans"
Memo from Interim Provost Arden and VC Leffler (pdf)
| All state agencies and institutions have been directed by OSBM to prepare and submit budget reduction plans for fiscal year 2010-11. |
Attachment B: Campus Reduction Template (xlsx)
November 30, 2009
"Flexible Furlough Time Off"
Memo from State Personnel Director Coleman (pdf)
| "Please be advised that state employees must use this time off by December 31, or it will be lost." |
October 6, 2009
"Revised Spending Guidelines and Salary Increase Protocols"
Memo from Chancellor Woodward (pdf)
"2009-10 Salary Increase Protocols for NC State University"
Memo from Interim Provost Arden and VC Leffler (pdf)
| "The NC General Assembly directed that the salaries of public employees, including employees of the University of North Carolina, that were in effect on June 30, 2009, remain the same for the 2009-2010 fiscal year." |
September 25, 2009
"NC State Campus Community Memorandum"
Memo from Chancellor Woodward (pdf)
| "I appreciate the hard work, dedication, and cooperation of the campus community to develop the 2009-2010 NC State operating budget and to help prepare us for the financial realities of the future." |
August 17, 2009
"Revised 2009-10 Expenditure Guidelines"
Memo from Interim Provost Arden and VC Leffler (pdf)
| "With the implementation of our 10% budget reduction plan, we believe sufficient reductions have been identified to meet the permanent reduction allocation and the additional 5% reversion directed by the Governor. Therefore, we are not directing an additional budget reversion to the campus at this time." |
August 14, 2009
"Allotments for FY 2009-10"
Memo from State Budget Director Perusse (pdf)
| "...Allotments will be reduced monthly to achieve savings equal to five percent of each agency�s certified budget..." |
August 10, 2009
"Summary of Budget Impacts"
Memo from Chancellor Woodward (pdf)
| A summary of the impacts of the 10% budget reduction directed by UNC-GA. |
July 29, 2009
"Gov Perdue Executive Order 20 Establishing Budget Restrictions"
Memo from Interim Provost Arden and VC Leffler (pdf)
| "...Restrictions apply to hiring of personnel, other employee related increases, purchases of goods/materials/services, and travel effective immediately and until further notice..." |
Form A: "Personnel Actions" (xls)
Form B: "Report of Allowed Travel and Purchases" (xls)
Form C: "Request for Travel and Purchase Exceptions" (xls)
July 24, 2009
"Governor Perdue: Executive Order 20" (pdf)
| "Establishing budget management restrictions for state agencies for the 2009-10 fiscal year..." |
July 22, 2009
"Budget Reductions for 2009-11"
Memo from Chancellor Woodward to President Bowles (pdf)
| "NC State has been deliberately preparing for budget reductions for more than 8 months. We communicated with the campus through four budget forums and regular web postings, and we met with each unit head twice to understand the impact of potential reductions..." |
July 9, 2009
"Campus Budget Forum"
Presentation by Interim Provost Arden and VC Leffler (pdf)
| Interim Provost Warwick Arden and Vice Chancellor for Finance and Business Charles Leffler discussed current budget planning and reductions.... |
July 7, 2009
"Instructions for UNC-GA Required Budget Reduction"
Memo from Interim Provost Arden and VC Leffler (pdf)
| Your reduction template and narrative must be received by the Budget Office no later than noon on Friday, July 10... |
July 6, 2009
"UNC-GA Required 2009-10 Budget Reduction"
Memo from Interim Provost Arden and VC Leffler (pdf)
| The University has been directed by UNC-GA to submit budget reductions equal to 10% of proposed 2009-10 continuing general fund appropriations... |
July 2, 2009
"Budget Reduction Process"
Memo from Chancellor Woodward (pdf)
| The schedule for permanent 2009-10 budget reductions has been adjusted to meet an earlier than expected deadline... |
June 22, 2009
"2009-10 Expenditure Guidelines"
Memo from Interim Provost Arden and VC Leffler (pdf)
| "OSBM has removed its stringent controls on actions occuring after July 1, 2009, but has strongly cautioned us that in addition to a reduction in state appropriations other restrictions are possible..." |
June 16, 2009
"Furlough Implementation - 3rd Revision from May 11"
Memo from Interim Provost Arden and VC Leffler (pdf)
| "Outlines how NC State University will implement the mandatory 'flexible furlough'..." (updated information in red) |
June 15, 2009
"Reduction-In-Force; OSP Services"
Memo from State Personnel Director Coleman (pdf)
| OSP has put together a team to develop a program to assist employees, agencies, universities and others who may be affected by potential Reductions-In-Force... |
June 5, 2009
"No Exceptions for the Remainder of Fiscal Year 2008-09"
Email from Interim Provost Arden and VC Leffler (pdf)
| OSBM will not accept any further exception requests for spending in Fiscal Year 2008-09... |
May 28, 2009
"Continued Budget Planning for 2009-10"
Memo from Interim Provost Arden and VC Leffler (pdf)
| "We are initiating an additional budget reduction process to develop a set of options for reducing the University�s state general fund appropriation by up to 18%..." |
Presentation Slides: "University Budget Discussion" (pdf)
[added 6.9.09] "Revised Guidelines for Presentations" (pdf)
May 7, 2009
"Spending Restrictions - Pcard and MarketPlace"
Memo from Provost Nielsen and VC Leffler (pdf)
| "It is critically important that expenditures on Pcards be controlled by each department. Expenditures of state funds are prohibited using these cards without appropriate approvals..." |
May 1, 2009
"FAQ from OSP Regarding Flexible Furlough Program" (pdf)
| Office of State Personnel's answers to frequently asked questions about the Flexible Furlough Program. |
April 30, 2009
"Guidance on Implementation of Flexible Furlough Program"
Memo from Provost Nielsen and VC Leffler (pdf)
| Important provisions identified in the Governor's Executive Order #11... |
April 28, 2009
"Implementation of Flexible Furlough Program"
Memo from State Budget Director Perusse (pdf)
| "The flexible furlough program applies to all full-time, part-time, temporary and contractual employees funded from the general fund, highway fund, federal funds, special funds, trust funds or other receipts that flow through the state..." |
April 28, 2009
"Governor Perdue: Executive Order 11, Amended and Reissued" (pdf)
| "Establishing and implementing a flexible furlough plan for the 2008-09 fiscal year..." |
April 23, 2009
"5% Permanent Budget Reduction Plan 2009-2010"
Report from Provost Nielsen and VC Leffler (pdf)
| "This report summarizes the actions being taken to achieve the 5% budget reduction across all units of the university..." |
April 20, 2009
"Emergency Spending Guidelines (Revised)"
Memo from Provost Nielsen and VC Leffler (pdf)
| "It must be emphasized that the primary purpose of the state�s restrictions is to limit the expenditure of cash that is in short supply with the increasing state revenue deficit..." |
April 10, 2009
"Emergency Budget Guidelines Effective Immediately"
Memo from Provost Nielsen and VC Leffler (pdf)
| These new guidelines replace the Budget Guidelines issued on January 20, 2009... |
April 9, 2009
"Additional 2008-09 Budget Management Restrictions"
Memo from State Budget Director Perusse (pdf)
| "...Analysis of General Fund cash indicates that additional expenditure restrictions are necessary..." |
March 20, 2009
"Value Statement of the UNC Board of Governors" (pdf)
| The overarching themes and priorities outlined here should help guide and inform the decision-making process for determining how and what to cut... |
March 18, 2009
"Governor�s Budget Recommendations"
NC State University Summary - Updated April 8, 2009 (pdf)
| The Governor�s Budget Recommendation for the 2009-11 biennium becomes the starting point for the General Assembly�s work on the biennial appropriation bill... |
March 11, 2009
"Policy Workshop on 2009-11 Budget Reductions"
Memo from President Bowles to the Board of Governors (pdf)
| "..The budget reductions we face will cause real, lasting pain if they are applied on a recurring basis. That is why we have asked that our cuts be nonrecurring, that they not exceed the 5% level, and that we be provided with full flexibility to manage the cuts..." |
March 4, 2009
"Special Allocation for Scholarships and Fellowships"
Memo from Chancellor Oblinger (pdf)
| Many endowments are now worth less than the original gift value. The chancellor is allocating $820,000 in special funds to help meet scholarship and fellowship commitments... |
February 25, 2008
"2008-09 Reversion Increased to 7%"
Email from Provost Nielsen and VC Leffler (pdf)
| The university's ability to draw cash is reduced. Follow Emergency Budget Guidelines closely. There may be more reversions this fiscal year... |
February 16, 2009
"Chancellor's Budget Update"
Statement from Chancellor Oblinger
| "We cannot cut $36 million from the budget without cutting positions and impacting administrative and student services and class sessions. This is not an easy decision..." |
February 11, 2009
"Implementation Plan for Recurring 2009-11 Budget Reduction"
Memo from Provost Nielsen and VC Leffler (pdf)
| Initiation of 2009-11 budget reduction process by allocating a permanent 5% budget reduction... |
February 5, 2009
"2009-11 Budget Reductions -- University of North Carolina"
Memo from UNC VP for Finance to the State Budget Director (pdf)
| "Cuts of this magnitude cannot continue permanently if we are to preserve the quality of education our students need and deserve..." |
January 20, 2009
"Emergency Expenditure Guidelines"
Memo from Provost Nielsen and VC Leffler (pdf)
| 2008-09 emergency budget guidelines. Prior approval for certain expenditures and personnel actions is required... |
January 15, 2009
"Update on the Budget"
Statement from Chancellor Oblinger
| "We will adhere to our budget principles. We will not alter our mission. We will be as transparent as possible..." |
December 22, 2008
"Additional 3% Budget Reversion for 2008-09"
Email from Provost Nielsen and VC Leffler (pdf)
| 2008-09 additional 3% budget reversion implementation. Request completion of reversion template... |
December 19, 2008
"Current Economic Climate"
Statement from Chancellor Oblinger
| "We are determined to emerge from these difficult times as a stronger institution..." |
December 17, 2008
"2009-11 Budget Reduction"
Email from Provost Nielsen and VC Leffler (pdf)
| 2009-11 budget reduction impact statements. Description of reduction amounts. Request for information... |
December 10, 2008
"Budget Reduction Options for 2009-11"
Memo from Governor Easley (pdf)
| 2009-11 budget challenges. Request reduction options at 3%, 5% and 7% from each state agency... |
November 10, 2008
"Budget Planning Meetings"
Memo from Provost Nielsen and VC Leffler (pdf)
| 2008-09 4% budget reversion plans and possibility of higher. Begin discussions for 2009-11 recurring reductions... |
October 22, 2008
"Economic and Budget Impacts"
Statement from Chancellor Oblinger
| "...insights as to how we are approaching the situation and affirm that we are holding to our budget principles..." |
October 13, 2008
"5% Budget Reversion Information"
Memo from Provost Nielsen and VC Leffler (pdf)
| 2008-09 one-time budget reversion of 4%. All UNC universities are directed to begin planning immediately... |
October 1, 2008
"2008-09 Planning for Budget Reductions"
Memo from Provost Nielsen and VC Leffler (pdf)
| Take immediate action to reduce planned 2008-09 expenditures. Begin identifying permanent reductions... |
September 18, 2008
"2008-09 Budget Management"
Memo from State Budget Director Perusse (pdf)
| Forecasts for slow economic growth. Measures for managing revenue shortfalls. Budget flexibility... |
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