205.1 - University of North Carolina at Chapel Hill Procedure on Establishing State Receipt-Supported Sources

Procedure Statement

Budget, Planning & Analysis is responsible for establishing new sources for State Receipt-Supported Funds (including School-Based Tuition and Unit-Controlled Receipts). Accounting Services is responsible for approving the creation of new Trust sources via Source Create.

Forms and Instructions

  1. Unit-Controlled Receipt-Supported Funds (AA:12500-12999 or HA:13500-13999): To establish a new Unit-Controlled Receipt-Supported Source , departments should email the Budget Officers in the Budget Planning & Analysis Office with the following Source information.
  2. School-Based Tuition Increase Funds (AA:12100-12499 or HA:13100-13499): To establish a new School-Based Tuition Increase (SBTI) Source , departments should contact the Provost’s Office with the following Source information. The Provost’s Office will then email the Source Request to the Budget Officers in Budget Planning & Analysis.
    • Type of source to be established: School Based Tuition or Unit-Controlled
    • Justification for the source: (website, brochure, etc)
    • Short Description: Up to a total of ten (10) characters. Can be mixed alpha + numeric.
    • Description: Up to a total of thirty (30) characters. Can be mixed alpha + numeric.
    • Long Description: Up to a total of two hundred fifty six (254) characters. Can be mixed alpha + numeric.
    • Department ID: One Department Attribute per Source
    • Department OWN: One Department Attribute per Source
    Once either request is received in the Budget Planning & Analysis Office, a remedy ticket will be submitted to the Business Analysis unit for Commitment Control-Chart Field to establish the Source. An email will then be sent back to the Budget Planning & Analysis Office that the Source has been created and ready for use.
  3. Trust Funds: To establish a new source for Trust Funds, a requestor should navigate through ConnectCarolina into the Finance section and find Source Create, then Source Request and then Add/Change Source. You can follow the link to Accounting Services website and open PDF-Institutional Trust Funds Guidelines for more information. https://finance.unc.edu/departments/accounting/

Related Data

To establish a State Receipt-Supported budget please consult with Budget Officers in Budget Planning & Analysis.

Related Policies

Finance Policy 205 - University of North Carolina at Chapel Hill Policy on Account Establishment

History

Revised:

  • May 17, 2012
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Details

Article ID: 131478
Created
Thu 4/8/21 9:09 PM
Modified
Tue 10/31/23 1:16 PM
Effective Date
If the date on which this document became/becomes enforceable differs from the Origination or Last Revision, this attribute reflects the date on which it is/was enforcable.
10/14/2019 12:06 PM
Issuing Officer
Name of the document Issuing Officer. This is the individual whose organizational authority covers the policy scope and who is primarily responsible for the policy.
Issuing Officer Title
Title of the person who is primarily responsible for issuing this policy.
Budget Director
Last Review
Date on which the most recent document review was completed.
10/14/2019 12:06 PM
Last Revised
Date on which the most recent changes to this document were approved.
10/14/2019 12:06 PM
Next Review
Date on which the next document review is due.
10/13/2020 12:00 AM
Origination
Date on which the original version of this document was first made official.
05/17/2012 12:00 AM
Responsible Unit
School, Department, or other organizational unit issuing this document.
F&O-Finance