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CAS Annual Report 2023-2024 Kick Off

Sent: March 27, 2024 8:34 am

Hello all,


I’m following up on Dean White’s email with additional guidance for the annual report, which includes the department summary, the diversity survey, position requests, and fund stewardship reporting on private support that your department receives.

Cover Note to Managers

Tips for Good Fund Stewardship

Stewardship How to Add Recipient Activity

Sample Wording when Adding Recipients

Manager Chair Help Document


The Online Annual Report system is now open for the 2023-24 reporting year for chairs, directors, and managers. Completion of this annual report is essential for College reporting, Dean’s Office decision-making, and stewardship needs throughout the year.  

To Do’s & Deadlines:

Timeline & Deadlines Action Item Location Responsible Person
Week of March 25-29 Fund Stewardship Guidance provided. Will send out PowerPoint and handout. PowerPoint, Handout Arts & Sciences Foundation
Thursday, April 11th  (5pm) Add Faculty Recipients to Stewarded Funds. Also add Students who have benefited from your private funds. See attached “Adding a Recipient” for how to do this. Fund >> Stewardship Manager or Designee
Wednesday, April 17th The annual report system opens to all permanent College faculty. The Dean’s Office will send a separate message to all faculty. Departments may add faculty not included manually. Entry page at Login Faculty (permanent, primary job in CAS)
Friday, May 3rd (5pm) Add Activities to Funds Fund >> Stewardship Manager or Designee
Position Requests are due Position >> Position Request Chair/Manager
Monday, May 20th (5pm) Faculty Complete Annual Report Entry page at Login Permanent Faculty (primary job in CAS)
Friday, June 21st (5pm) Complete Diversity Survey Diversity >> Diversity Survey Chair/Manager
Complete Departmental Annual Report Summary. Entry page at Login Chair/Manager


Frequently Asked Questions:

1. How do I use the annual report system?

  • Please refer to the site “Help” tab >> “Manager/Chair Help” for instructions and information on each section of the annual report.
  • Please also refer to the attached documents.
  • Review our Stewardship Help Session. The Arts and Sciences Foundation will provide a brief presentation and answer questions.
  • Questions/Issues:
    • For Technical/website difficulties with the annual report, please contact OASIS by submitting a Remedy Ticket here.
    • For Fund Stewardship or the process to complete it, please contact the Arts and Sciences Foundation: Joanna Cardwell (; 2-8342) or Meredith Tunney (; 2-8216).
    • For the Position section, please reach out to your Senior Associate Dean.
    • For the Diversity section, please reach out to Karla Slocum (, Senior Associate Dean for Diversity, Equity and Inclusion.
    • For other questions, please contact your Budget Analyst:


Division Analyst Name Email
Fine Arts and Humanities Charu Gunachandran
Natural Sciences Lindsay Gangl
Social Sciences Heather Yousef
Undergraduate Education Katrina White
Other/General Anne Belote


  1. Do faculty really need to meet the May 20th faculty deadline?  Can they request an extension?
  • The purpose of the faculty deadline is to make sure all faculty have completed their annual report submissions so that Chairs will then have time to subsequently complete their unit portion before June 23rd. If your faculty need extra time, you may extend their deadline later into June, so long as you leave yourself enough time to complete the unit portion by the end of June.
  1. How are joint faculty handled in the annual report system?
  • The affiliation feature now allows administrative managers to affiliate faculty into your dept, rather than asking the faculty to make the affiliation (generally this will only be used for joint faculty).
  1. How do we know if faculty have completed their annual report?
  • The status section indicates whether the faculty member has ‘not logged in’ or shows ‘in progress’ if they have logged in.  There is also an option for faculty to indicate that their report is completed.


Thank you for your time and participation.


Anne Belote

Executive Assistant to the Dean

Office of the Dean, College of Arts & Sciences

The University of North Carolina at Chapel Hill

205 South Building – CB #3100

Chapel Hill, NC 27599

  1. (919) 962-3082
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