The Information Sheet provides a one-stop source of information for people involved with research at UNC-Chapel Hill. If the answer is not on this page, please contact the Office of Sponsored Research or if you prefer you may use the “Ask OSR” form.

Printable version of Information Sheet

Last updated 10/16/2017

Official Legal Name

The University of North Carolina at Chapel Hill

Institutional Officer

Terry Magnuson

Vice Chancellor for Research
Office of Sponsored Research (OSR)
104 Airport Drive, Suite 2200, CB 1350
Chapel Hill, NC 27599-1350
Phone – (919) 966-3411
Fax – (919) 962-5011

Contract & Grant Administrator

David Paul

Executive Director, Office of Sponsored Research
Office of Sponsored Research (OSR)
104 Airport Drive, Suite 2200, CB 1350
Chapel Hill, NC 27599-1350
Phone – (919) 843-7780
Fax – (919) 962-5011

Financial Officer

Lou Harrell

Director, Financial Reporting and Cash Management
Office of Sponsored Research (OSR)
104 Airport Drive, Suite 2200, CB 1350
Chapel Hill, NC 27599-1350
Phone – (919) 962-8001
Fax – (919) 962-5011

Email

resadminosr@unc.edu

Identification Numbers

CAGE – Commercial and Government Entity Code 4B856
DD2345 — Militarily Critical Technical Data Agreement 0013206 Expires 11/15/2022
DUNS — Dun & Bradstreet Number 608195277
EIN or TIN – Federal Tax ID Number 56-6001393
FICE – Federal Interagency Committee of Education 002974-00
FWA – Federalwide Assurance for the Protection of Human Subjects Number FWA00004801 Expires 9/26/2021
IPF – Institutional Profile File Number 0578206
NAICS – North American Industry Classification System Code 611310
NSF Institution Code Number 0029744000
Public Health Service Animal Welfare Assurance Number D16-00256 (A3410-01) Expires 4/30/2021
Public Health Service Entity ID Number 1566001393-A1
Radioisotopes License Number (NC) 068-214-1
SIC – Standard Industry Code 8221

Information for Sponsored Research

AAALAC International Approval #329 (date of accreditation 10/31/2014) link
Age Discrimination Policy On file, signed 9/6/01
Assurance of Compliance Title IX: (HHS 639-A) On file, signed 9/27/76
Board of Trustees Member List Board of Trustees (HTML)
Certification of Liability Coverage Dated 7/1/17 – 6/30/18 (PDF)
Civil Rights Assurance (HHS 441) Reg. Number 43-0520. Dated 1/11/65
Cognizant Federal Agency for F&A Rate Agreement Department of Health and Human Services
Division of Cost Allocation
(202) 401-2808
Attn: Darryl Mayes
Conflict of Interest (COI) link UNC-CH COI Policy on Individual Conflicts of Interest and Commitment (revised 09/12/2012)UNC-CH Policy on Institutional Conflict of Interest (revised 03/04/2009)
Congressional District NC-004
Export Control Policy Export Control Guidelines
Fiscal Year July 1 – June 30
Mileage Rate for Private Car 53.5 cents/mile
Misconduct in Science Form PHS-6349 Updated 11/2016 (Link)
NIH Salary Cap: $185,100 effective 01/01/2016
$187,000 effective 01/08/2017
Number of UNC-CH Employees 12,411 (as of 2016) — includes permanent full time and part time employees.
Rehab. Act of 1973 (HHS 641) On file, signed 6/22/77
Responsible Conduct in Research (HTML)
Sex Discrimination Policy On file, signed 9/6/01
Southern Association of Colleges and Schools Accreditation Dated January 9, 2007
Student/Fellowship/Postdoctoral Information Student/Fellowship/Postdoctoral Information
System for Award Management (SAM) Expiration Date: 07/05/2018
Type of Organization State Related Institution of Higher Education
UNC-CH Institutional Information Fact and Figures (Office of Institutional Research & Assessment)

Financial Information

Include the UNC-CH number and invoice number on all payments.

These addresses are for payments only. All other correspondence should be sent to:

Office of Sponsored Research at 104 Airport Drive, Suite 2200 Chapel Hill, NC 27599-1350.

Institutional Financial Banking Information: Lou Harrell
(919) 962-8001
louharre@email.unc.edu

Remittance Address (U.S. Mail Only):

University of North Carolina at Chapel Hill
Office of Sponsored Research
C/O Bank of America Lock Box Service
P.O. Box 402420
Atlanta, GA 30384-2420

Courier Only:

Bank of America Lock Box Services
Lock Box 402420
6000 Feldwood Road
College Park, GA 30349

IRS 501-c (3) Tax Exemption link Federal Tax Exemption Letter
UNC-CH Financial Reports link UNC-CH Financial Statements
State of North Carolina Single Audit (A-133) FY2016 UNC Compliance Audit Report
FY2016 Financial Statement Audit Report

Facilities and Administration(F&A) Cost Rates

Rates Effective: 7/1/2017 Until Amended

Activity
On-Campus
Off-Campus* (Adjacent)
(10-mile radius)
Off-Campus* (Remote)
Organized Research 55.50% 28.00% 26.00%
Instruction 50.00% 28.00% 26.00%
Other Sponsored Activities 36.00% 28.00% 26.00%
Clinical Trials (Federal)** 55.50% 28.00% 26.00%
Clinical Trials (Non-Federal)*** 28.00% 28.00% 26.00%

* Please see OSR Frequently Asked Questions for an explanation of how to determine whether a sponsored research project is on or off campus.

** F&A calculations for federally funded clinical trials are based on MODIFIED TOTAL DIRECT COSTS.

*** F&A calculations for INDUSTRY funded clinical trials are based on TOTAL DIRECT COSTS with the exception of the Initial IRB review fee, which is excluded from F&A.

Related Information

Fringe Benefit Rates

See FY2018 Annual Fringe Benefit Memorandum for additional information and comprehensive listing.

As a general guideline for permanent employees, budget 23.293% of the annual salary plus fixed health insurance of $5,869.00

For full-time permanent EHRA/SHRA employees:(e) 23.293%
Post Doc Appointees and Grad Students (Depends on type of Award)(b) 8.990%
Undergraduate and Graduate students that qualify for Student FICA Tax Exemption(b) 1.340%
Health Insurance – Add to the above the appropriate fixed Health Insurance premiums prorated to % of effort:
Employee Classification Monthly Annually
Full-time Permanent EHRA/SHRA employees (ConnectCarolina Account 515530)(e) $489.08 $5,869.00
Post Doctoral Trainees (ConnectCarolina Account 528150) (a) $359.85 $4,318.20
Post Doctoral Research Associates (ConnectCarolina Account 515510) (a) $359.85 $4,318.20
  Grad. Student Health Insurance (ConnectCarolina Account 515540, 569220) (a,b,c,d) $324.43 $3,893.26

(a) Post Doctoral rates include Student Health fee, but the Graduate Student rate does not.

(b) See Business Manual for Student FICA Tax Exemption policy

(c) See additional funding opportunities for graduate students

(d) For information on Graduate Student Health Insurance eligibility refer to the DDD memo Graduate Student Health Insurance Program dated May 17, 2017

(e) For information on North Carolina Department of Health and Human Services (DHHS) approved fringe benefit rates.

UNC Physicians & Associates (P&A) Supplemental Fringe Benefits

Clinical Faculty members who are properly licensed to practice medicine in the State of North Carolina or who provide other clinical functions and have a full time position of 50% or greater (provided appropriate approvals have been completed by UNC Physicians & Associates) receive certain supplemental benefits. Costs for supplemental benefits are distributed on the basis of allowability (see the categories below). Costs for allowable benefits are charged to member’s salary sources on a pro-rata basis. Costs for unallowable benefits are charged 100% to the member’s clinical account as defined for departmental clinical activities.

  • As a general guideline budget 28.372% (23.293% + 5.079%) of annual salary plus $7,962.04 ($5,869.00 + $2,093.04) prorated to employee % effort.
Allowable Benefits Annual Rate Unallowable Benefits
Employee Life Insurance 0.6240% Dependent Life Insurance
Employee Accidental Death & Dismemberment 0.1152% Dependent Accidental Death & Dismemberment
Employee Long Term Disability 0.8400% Professional Liability Insurance
Employee Retirement 3.5000%
Employee Medical Insurance (effective 01/01/2017) $1,349.52 Dependent Medical Insurance
Employee Dental Insurance(effective 01/01/2016) $644.40 Dependent Dental Insurance
Employee Vision Insurance effective (01/01/2016) $ 99.12 Dependent Vision Insurance

 

Office of Clinical Trials (OCT) Submissions

NOTE: Please include the most recent version of the OCT Review Request Form with all submissions, along with any special instructions/guidelines from the Sponsor

Required Approvals/Routing:

  1. Please see detailed instructions for internal signature requirements on the IPF.
  2. Proposal packets should be submitted to OCT at the following address as soon as the budget has been finalized with the sponsor: Office of Clinical Trials, CB 1651, 720 Martin Luther King, Jr. Blvd., Chapel Hill, NC 27599-1651, Ph: 919-843-2698  Fax: 919-843-2399
    Draft contracts should be submitted to OCT as soon as they are received.
  3. See OCT web site for forms and complete instructions. http://research.unc.edu/oct

Sponsored Programs Office (SPO) Submissions

SPO signs as the approving institutional official for the University on proposals administered by the School of Medicine (SOM) for:

  • NIH grants and cooperative agreements (excluding NIH contracts and SBIR/STTR)
  • Foundations (excluding those listed below that are reviewed and approved by OSR)
    • Kate B. Reynolds
    • Z. Smith Reynolds
    • The Duke Endowment
    • Robert Wood Johnson
    • Kaufman Foundation
    • Andrew W. Mellon
  • Nonprofit organizations

SPO signs on behalf of the Dean of the SOM for all other proposals that include a SOM department as an affiliated department with cost share indicated but the award administering department is outside SOM.

NOTE: Please route a copy of any special instructions/guidelines by the Agency

Required Approvals/Routing:

The timeline (below) should be considered when delivering School of Medicine (SOM) proposals to the SPO. Deliver packets to : Sponsored Programs Office, 1140-C Bioinformatics Bldg., 130 Mason Farm Rd., CB 9525, Ph: 919-962-3950; Fax: 919-843-7094

  1. All proposals must be internally processed and signed by an authorized UNC official prior to submission to the funding agency.
  2. Please see detailed instructions for internal signature requirements on the IPF.
  3. Timeline: Proposals should be delivered to SPO at least five business days prior to submittal date. Be sure to allow for additional review time if the proposal is to be reviewed by OSR.
  4. Upon SPO completion, proposals should be delivered to OSR at the following address:
    Office of Sponsored Research, 104 Airport Dr. Ste.2200, CB 1350, Ph: 919-966-3443; Fax: 919-962-5011
  5. Grants that are to be submitted electronically must be reviewed and approved by OSR prior to submittal.
  6. See OSR web site for complete UNC-CH proposal processing instructions.

Office of Sponsored Research (OSR) Submissions

Note: Please route copy of any special instructions/guidelines by the Agency

Required Approvals/Routing:

  1. All proposals must be internally processed and signed by an authorized UNC official prior to submission to the funding agency.
  2. Please see detailed instructions for internal signature requirements on the IPF.
  3. Proposals should be delivered to OSR at least five business days prior to submittal date.
  4. Proposals should be delivered to OSR at the following address:
    Office of Sponsored Research, 104 Airport Dr. Ste.2200, CB 1350, Ph: 919-966-3411; Fax: 919-962-3352
  5. Grants that are to be submitted electronically must be reviewed and approved by OSR prior to submittal.

See OSR web site for complete UNC-CH proposal processing instructions.

Comments and Ideas

If you have comments or ideas to improve this information, please contact OSR by e-mail at resadminosr@unc.edu.