905 - University of North Carolina at Chapel Hill Policy on Position Control

Reason for Policy

This policy provides the Budget, Planning and Analysis the ability to report personnel budget to the UNC System Office and the Office of State Budget and Management (OSBM).

OSBM requires a permanent budget to be in place for permanent SHRA positions.

This policy ensures that personnel budgets are monitored so that units do not overspend, and there are sufficient funds to cover employee salaries.

Policy Statement

Position control is a process for tracking and maintaining EHRA and SHRA personnel actions and budgets for State funds. The EHRA category of employees includes Faculty and EHRA non-faculty (senior administrators, librarians, researchers and graduate students and other instructional support employees). The salary budget and expenditures are identified in accounts 513100 (EHRA Teaching Budget) and 511100 (EHRA Regular non-teaching Budget). The SHRA employees are identified in account 512100 (SHRA Regular Salaries) and 512900 (LEO Salary).

The BMS position control report for employees is accessed through InfoPorte. This report provides departments a way to manage permanent and temporary personnel budgets. To be in State compliance, permanent funding must be provided for all permanent positions on state funds.

Exclusions

This policy does not apply to employees that are funded on Contracts, Grants, F&A, Institutional Trust funds and Clinical funds.

Special Situations

None.

Procedures

  • Finance Procedure 905.1 - University of North Carolina at Chapel Hill Procedure on Managing Budget for State-Funded Positions/Appointments
  • Finance Procedure 905.2 - University of North Carolina at Chapel Hill Procedure on Managing Budget for F&A-Funded Positions/Appointments

Contacts

Policy Contact
Subject Contact Telephone Fax E-Mail
Position Control Budget Office 919-966-3251 919-962-1453 positioncontrol@unc.edu

History

Revised:

  • October 1, 2014: Changed information on position control reports and removed EHRA and SPA designations and FTE information; deleted FAQ on FTE.
  • May 8, 2012

Details

Article ID: 131570
Created
Thu 4/8/21 9:11 PM
Modified
Tue 10/31/23 1:18 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.
06/08/2020 12:22 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.
06/08/2020 12:22 PM
Last Revised
Date on which the most recent changes to this document were approved.
06/08/2020 12:22 PM
Next Review
Date on which the next document review is due.
06/08/2022 12:00 AM
Origination
Date on which the original version of this document was first made official.
05/08/2012 12:00 AM
Responsible Unit
School, Department, or other organizational unit issuing this document.
F&O-Finance