Finance Division

To: University Business Managers

From: Roger Patterson, Assoc. Vice Chancellor for Finance

You may already be aware that a memo was released today announcing new spending freeze guidelines on all state funds including state receipts. For your information, the memo , guidelines and accompanying form are linked here as they appear in the Emergency Budget Guidelines section of the Carolina Budget Information Web site at http://universityrelations.unc.edu/budget/.

To:  Deans, Directors, and Department Chairs
     University Business Managers

From:  Interdepartmental Fees & Charges Committee Co-Chairs
     Barron Matherly, Assistant Provost for Finance
     Kevin Maynor, Director of Cost Analysis and Compliance
     Dennis Press, University Controller


This memorandum is the annual reminder regarding requests for interdepartmental fees and charges. In accordance with the Campus Interdepartmental Fees & Charges (IF&C) policies and procedures, requests for new interdepartmental fees, revisions to existing interdepartmental fees, and the elimination of interdepartmental fees that will go into effect during Fiscal Year 2010-11 must be submitted to the IF&C Committee no later than September 15, 2009. Rate increases and new fees received after the deadline will not be considered. The rate review and approval process must be completed and rate revisions and new fees announced to the campus no later than February 15, 2010, in advance of next year's Annual Budget Hearing Process.

To: Deans, Directors and Department Chairs

From: Martha J. Pendergrass, Director, Material and Disbursement Services


The procurement function of the University is being reorganized to strategically align existing resources with the goal of improving services and increasing leverage of the University's buying power.  Effective July 24, 2009, Material and Disbursement Services will be renamed Procurement Services and will consist of four functional units -- Systems and Operations, Strategy and Analysis, Purchasing, and Logistics.

To:     University Business Managers

From:  Emily Coble, Cash Manager

Date:  July 22, 2009

Due to technical issues there was a delay in the new year opening for GSHIP enrollment. Enrollment for the Graduate Student Health Insurance Program for the 2009-10 year is now open. If you enrolled students on Monday, July 20th or Tuesday, July 21st, please log in and verify their status.

To:     University Business Managers
          Finance Employees

From:  Mark Kozel, Director, Financial Systems and Controls

Date:  July 17, 2009

The FRS fiscal year end close will begin today, Friday, July 17, at 1:30 pm. FRS and Finance Central will not be available until the FRS fiscal year end close process is completed. It is anticipated that the year-end close process will be completed Monday, July 20, around 7 a.m.. As in prior years, HRIS transactions cannot be processed during the FRS fiscal year end close process. Please refer to the FRS Bulletin on Finance Central and the mainframe for the most current “blackout” times. We will notify you when year end processing is completed.

Thank you.

To:     University Business Managers

From:  Emily Coble, Cash Manager

Date:  July 16, 2009

Due to the delay in the FRS fiscal year end close, the online enrollment process for the Graduate Student Health Insurance Program will not be available until Monday, July 20th. Beginning Monday, please remember to verify/enroll all graduate students that meet the eligibility criteria for the 2009-2010 plan year with a beginning date of August 15, 2009.

To:     University Business Managers
          Finance Employees

From:  Mark Kozel, Director, Financial Systems and Controls

Date:  July 14, 2009

The FRS fiscal year end close was scheduled to begin this past Friday, July 10. Since the State Funds carry forward requests have not been acted upon by the NC Office of State Budget and Management in Raleigh, it was decided to delay the FRS fiscal year end close. Therefore, FRS and Finance Central will continue to be available until the FRS fiscal year end close process begins. Also, this will allow campus departments time to complete PID-related HR transactions prior to the six day ConnectCarolina online campus directory conversion project which is also scheduled to start on Tuesday, July 14.

To:     Business Managers
          University Accounting Personnel

From:  Troy Howell, Finance Training Coordinator

Date:  July 10, 2009

The Finance Division of the University of North Carolina at Chapel Hill will host a Finance Division Workshop on August 5, 2009. The Workshop will be held in the Hitchcock Multipurpose Room at the Sonja Haynes Stone Center.

To:     University Business Managers

From: Martha J. Pendergrass, Director, Material & Disbursement Services

Date:  July 9, 2009

Please see linked memo in PDF format regarding travel subsistence rate revisions effective July 1, 2009.

This memo will be distributed to Deans, Directors and Department Chairs.