Budget Office

The University Budget Office is a unit of the Finance and Administration Division that supports the university's mission by providing budgetary support to the entire university community in terms of maintaining and monitoring their budgets so that the continuing development of students, faculty, and staff is ensured with funds from both public and private sources.  The primary responsibility of the Office is to allocate and monitor all budgeted funds appropriated by the State of North Carolina General Assembly as further allocated and directed by the Board of Governors of the University of North Carolina System.

Compliance with mandates, directives, procedures and policies for allocation and administration of these state appropriations as established by the North Carolina Office of State Budget and Management (OSBM), the North Carolina State Controller's Office, the UNC System Office of the University of North Carolina System and the North Carolina General Assembly drive the UNCSA policies and procedures for budget administration and planning.

The University Budget Office is responsible for maintaining, balancing and reconciling all salary funds and FTE. This includes budgeted salaries for all SHRA, EHRA, student and temporary positions.   

The Budget Office coordinates the preparation of the biennial budget request and administers those budgets when approved. The Budget Office serves as a liaison between campus and the North Carolina Office of State budget and Management to manage the overall University state funds budget.

Budget Forms

• Budget Transfer Form
• Budget Request Form
• Dual Employment Form (CP-30)

Budget Policies & Guidelines

• Budget Request Form Guidelines
• Institutional Trust Fund Balance Policy
• Administrative Service Charge Policy (UNCSA Policy #319)
• Dual Employment Policy and Procedures

Budgeting for Employee Benefits

Please use the following benefit rates whenever budgeting for employee salaries and wages. These are primarily for use when budgeting in Institutional Trust Funds, but must also be taken into account when creating new positions in State Funds (or moving existing positions onto State Funds).

*Fiscal Year 2025-2026 Rates are the current rates established in Session Law 2025-89, Continuing Budget Actions, Sections 3.6.(b) and 3.6.(c). These are subject to change, pending any further adjustments approved during the 2025 legislative session.

Budget Training

• All-Funds Budget Template Training
• Basic Budgeting 
• Banner Navigation and Budget Revisions
• Position Control & Lapsed Salary Training (slides)
• Position Control & Lapsed Salary Training (video)
• Budget vs Accounting (PDF)
• Budgeting Revenue in ITFs (PDF)
• Banner 9 Admin Budget training (PDF)

Other Budget Resources

• Budget Terminology
• Budget Pooled Accounts (Excel)
• Office of State Budget and Management (OSBM)

Contact

Heidi Mallory, Assistant Vice Chancellor for University Budget Management / Chief Budget Officer
Email: malloryh@uncsa.edu
Phone: 336-770-3303

Mark Graves, Senior Budget Analyst
Email: gravesm@uncsa.edu
Phone: 336-631-1282

Vacant, Budget Analyst

Location
1533 South Main Street
Administration Building - 2nd Floor

Hours of Operation
Monday-Friday, 8 a.m.-5 p.m., excluding University holidays.
Fax: 336-631-1233