UNC-Wilmington has earned the designation from the State of North Carolina as a Special Responsibility Constituent Institution, GS 116-30.1. This designation enables the University to utilize all available funds in the most effective manner possible.
When is a SRCI budget revision required?
How can I tell if my account is a general funds account?
What account codes require a SRCI budget revision?
How can I tell if I am moving between purpose codes?
Where can I get a SRCI budget revision form
How do I fill out the SRCI form?
What benefit percentages should I use?
Who should sign a SRCI budget revision?
How can I tell how much permanent budget I have?
How can I tell how much available budget I have?
What back-up documentation do I need for salary related flexes?
Flex budget revisions only pertain to general funds affecting personnel lines, utilities, library books, motor vehicles, aids and grants, transfers or movements between purpose codes.
If the fund number begins wiht a "1" it is a general fund account. (Ex: 121050)
EPA-Time Limited Salaries SPA-Time Limited Salaries
You can determine the purpose code of a general fund by the range of numbers it falls within.
Forms are available on the Budget Office web site at (http://www.uncw.edu/ba/finance/Budget/forms)
1. Determine if the realignment is permanent (continuing) or one-time. If it is a permanent (continuing) action check continuing and fill in the effective date. If this is a one-time action, check one-time and fill in the begin and end date. The end date cannot go beyond the fiscal year end, June 30.
2. The Narrative (Justification) states the reason for realigning funds. UNCW has been granted the privilege of budget flexibility by UNC General Administration. This flexibility allows the University to realign funds without Office of State Budget and Management approval of each flex. This privilege is granted only so long as the University continues to provide adequate descriptions of their use of flexibility. As such, it is each requester's responsibility to ensure that the SRCI request form embodies an adequate description of the budget activity. Be precise in your descriptions. Some examples are attached.
3. The description should include the account number(s) and detailed object codes involved as well as position numbers if flexing into or out of positions. Remember that if salaries are being increased, corresponding benefits must be increased also.
Social Security State Retirement Optional Retirement Blended EPA Rate Law Enforcement Retirement Medical Insurance
Salary and benefits, contracted services and scholarships require detail account codes not the budget pool. For instance, do not use 918XXX. Instead use 918100 - Social Security, 918200 - State Retirement, etc.
The director or chair must sign the budget revision. The dean or associate/assistant vice chancellor may need to sign depending on the divisional procedures. The vice chancellor for the divsion must sign.
Use Banner form FGITRND to query for permanent budget. See the Budget Query document, (Query Document) for instructions.
Use Banner form FGIBAVL to query for available budget at the pool level. See the attached document, (Available Budget) for instructions.
For permanent flexes related to salary lines 911XXX, 912XXX and 913XXX: If a flex is being processed to fund an EPA salary increase in 911XXX or 913XXX, an HR 3.30 to increase the budget in the position and an HR 3.35 to increase the employee’s salary must be attached to the flex. If the flex is being processed to fund an SPA salary increase in 912XXX, an HR 3.30 must be attached to the flex to increase the budget in the position and increase the salary. If there is a permanent increase or decrease to a permanent EPA or SPA position, an HR 3.30 must be attached to the flex.
If a one-time flex is being processed to increase or decrease the 911XXX, 912XXX, or 913XXX line, no forms are required to back up the flex, but the positions to decrease must be identified on the SRCI submitted to the Budget Office. If a one-time flex is being processed to fund a time-limited EPA or SPA position, an HR 3.30 must be attached to the flex along with the time-limited form. See the budget personnel document, (Personnel Document), for instructions.
Note: Use NBAPBUD for position related data for the HR 3.30 and NBAJOBS for salary related data on the HR 3.30. See the Bud
After all signatures have been obtained, the form should be sent to the Budget Office.
Complete each section as it pertains to the request. Classify the action you are taking into one or more of the categories below. It is very important to try and tie SRCI actions to the divisional or university goals if possible.
Fiscal Savings Management initiatives undertaken Increased efficiency and effectiveness achieved Other outcomes made possible by the flexibility provided Additional costs incurred Schedule of positions established and positions abolished
1. Utilization of Lapsed Salaries for Operations
Request approval to realign funds from EPA lapsed salaries to provide state-of-the-art equipment in the Simulation Laborartory. The purchase of the new Laderal SimMan Patient Simulator will support teaching and learning objectives in a student-oriented, technological atmosphere. The new simulator, which is completely software driven, will offer the ability to provide simulation education to challenge and test the students' clinical and decision-making skills during realistic patient care scenarios.
Request approval to realign funds from lapsed salaries to replenish the School of Nursing operating budget. These funds are critical for the School of Nursing to continue the baccalaureate program in nursing. Funds for instructional supplies and equipment are critical in meeting the mission of the School of Nursing to ensure that graduates are educated to provide quality health care to diverse populations on local, regional, state, national, and international levels. Instructional supplies and equipment also support teaching/learning objectives in a student-oriented, technological atmosphere. With the shortage of nursing faculty, funds for professional development will further enhance the skills of our faculty and afford an opportunity for networking and recruitment of new faculty in this era of faculty shortage.
2. Transfer of Funds to Support Operations
Request approval to realign funds to support student assistant wages in Bear 165 computer lab. With additional funding the Mathematics department will be able to adequately support student assistance in their computer lab, thus ensuring students using the lab are provided sufficient guidance with hardware and software.
Request approval to permanently realign the base budget to cover student wages and contracted services for College Opportunity and Outreach programs. The Office of Planning & Outreach’s primary responsibility is to drive the strategic planning and academic outreach activities of the Division of Academic Affairs. The Office is responsible for the college opportunity programs, college articulations, minority access issues and academic community relations. To further the goals and responsibilities of this office, funds are needed in student wages and contracted services. Students work in conjunction with contractors to survey, analyze and compile data.
3. Utilization of Operating Funds to Establish a New Position
Request approval to realign funding to the Department of Biological Sciences for a new Office Assistant IV, SPA position # 7245, to provide primary office support for the graduate PhD program. The Board of Governors recently approved the PhD program, but no funding was appropriated. The position will be the primary clerical support to the Graduate Coordinator, and will involve extensive daily contact with faculty, students, staff and the public. Funding is available from FY 2009-10 expansion budget increases.
Request approval to realign funds to support the position of Classroom Technology Technician. This position will provide technical and operational support assistance to university academic and administrative units in support of classroom multimedia instructional technologies. Classrooms will have baseline technology and the technical operational support system necessary to utilize the equipment to potential while also having the equipment properly maintained.
