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Effective for Summer 2018, the Office of Sponsored Research (OSR) is implementing a change in how health insurance costs are both budgeted and sourced for faculty with 9 month appointments. Since ConnectCarolina recognizes no distinction between 9 month appointment pay and summer salary pay, monthly health insurance costs are spread proportionally to all funding sources for all pay. Automated system transfers are not available to move the health insurance costs back to the funding sources of the 9 month appointment so department’s process manual adjustments using the the PAAT retro adjustment tool to transfer fringes only.

To be consistent with processes at other UNC system institutions and apply the functionality of ConnectCarolina, OSR will no longer require that health insurance costs on summer salary be moved back to the funding sources of the faculty member’s 9 month appointment. To maintain compliance with this new change, budgeting of health insurance costs on faculty compensation outside their 9-month appointment (summary salary) may be included in proposals. See OSR Operating Standard 300.7, Procedure 4 – Estimating Health Insurance.

For questions on this announcement, please contact Brian Bertlshofer, Director of Cost Analysis & Compliance in OSR ( or 919-843-4891). For assistance with proposal budgeting, please contact your assigned OSR Sponsored Projects Specialist who may be identified using the RAMSeS Contact Search Tool.

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