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