CBO Documents & Forms

Business Services

General Accounting

Alcohol Permission Form
AP 106 Sponsored Conference Authorization
AP 107 Non-Travel Meals Authorization Expense
BA-151 – Notification of Gift Form
Basic Spending Guidelines – State Funds
Cash and Check Handling – CALS Guide and Template for Department/Unit Level Internal Controls
CBO Billing/ Interdepartmental Sales Request (IDS/IDB) 
CBO Document Transmittal
CBO Gift Deposit Form
Check Inventory Log
Food Costs/Project Exemptions Form
Foreign Supplier Statement for Services Performed Outside US
Foreign Wire Transfer Form (Purchase Orders)
Foreign Wire Transfer Form (Vouchers and Travel Reimbursements)
Foundation Transmittal for Refund of Expenditures
Gift-in-Kind Forms – Please contact Sean Moretz or Kathy Kennel
JV/IDJ Request Form
Missing Receipt Form
Mobile Communication Device Allowance Request Form
Mobile Communication Device Allowance Template
Mobile Communication Device- Multiple Allowance Approval Addendum
Motor Fleet Management Guidelines
Motor Fleet Management Billing and Invoice Search
Motor Fleet Management State Vehicle Expense Summary Report
Motor Fleet Management Travel Log
NCSU Credit Letter
Non-Salary and Deferred Compensation (Relocation Allowance) Form
Payment Request Memo – Award
Payment Request Memo – Honorarium
Payment Request Memo – Motor Vehicle Tax & Tag
Payment Request Memo – Stipend / REU / REU+ / REG
Payment Request Memo – Visa Sponsorship Form
Personal Reimbursement Form – for Non Travel Reimbursements (Word)
Procurement and Business Services Guidelines and References
Submitting Documents to CBO Checklist
Submitting Documents to CBO Electronically Instructions
Supplier (Vendor) Fax Cover Page
Vendor Notification Letter – University Sales and Use Tax Exemption
W-8BEN Certificate of Foreign Status of Beneficial Owner for U.S. Tax Withholding  and  Reporting (Individuals)
W-8BEN-E (Entities)
W-9 Request for Taxpayer Identification Number & Certification – New Vendor 
Wolf Copier Document Submission Instructions


2020 PCard Billing Cycle Calendar
CALS County Extension Department PCard Resources
CALS PCard Resources
CALS Purchase Card (PCard) Manual
Missing Receipt Form and PCard Dispute Form
PCard Documentation Checklist (CALS)


3rd Party/Non-Hotel Lodging Pre-Approval
AP102/AP103 Employee Travel Advance & Reconciliation
AP 104 Non-Employee Travel Authorization
AP 104/AP105 Non-Employee Travel Advance and Reconciliation
AP 106 Sponsored Conference Authorization
Fly America Act Certification
Fly America Act Guidelines
The Travel Manual
Travel Reimbursement Data Collection Worksheet for Non-Employees
University Basic Spending Guidelines