CBO Documents & Forms

Administration

Abbreviations and Definitions
CALS Business Operations Standard Operating Procedures
CALS State Fiscal Year 2019 Close Out Schedule
Facilities Operations Request forms
Facility Liaison list
Federal Excess Personal Property (FEPP) Program Quick Reference Guide

Accounting Services

2019 PCard Billing Cycle Calendar
Alcohol Permission Form
AP 106 Sponsored Conference Authorization
AP 107 Non-Travel Meals Authorization Expense
BA-151 – Notification of Gift Form
CALS Purchase Card (PCard) Manual
CBO Billing/ Interdepartmental Sales Request (IDS/IDB) 
CBO Document Transmittal
CBO Gift Deposit Form
Food Costs/Project Exemptions Form
Foreign Wire Transfer Form
Foundation Transmittal for Refund of Expenditures
Gift-in-Kind Forms – Please contact Tom Mease or Kathy Kennel
JV/IDJ Request Form
Missing Receipt Form
Mobile Communication Device Allowance Request Form
Mobile Communication Device Allowance Template
Motor Fleet Management Guidelines
Motor Fleet Management Mileage Log
Motor Fleet Management Rental Invoice
Motor Fleet Management State Vehicle Expense Summary Report
Motor Fleet Management Travel Log
Payment Request Memo – Award
Payment Request Memo – Motor Vehicle Tax & Tag
Payment Request Memo – Stipend / REU / REU+ / REG
Payment Request Memo – Visa Sponsorship Form
Payment Request Memo – Visa Sponsorship Form and Checklist
PCard Dispute Form
Personal Reimbursement Form – for Non Travel Reimbursements (Word)
Purchasing a Vehicle Instructions
Purchasing Contract Review Form
Submitting Documents to CBO Checklist
Submitting Documents to CBO Electronically Instructions
Supplier (Vendor) Fax Cover Page
Travel Conference Requirements: Hosting/Attending a Conference
Vendor ACH Enrollment Form (EFT) – Contact Terressa R. Yeakle Best at tryeakle@ncsu.edu for  copy of form
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

Contracts & Grants

Pre-Award

BA-148 Form (CALS version) – Pre-Award or Segment Request Form
CALS Budget Spreadsheet
*Commodity Proposal & Budget Form*
Commodity Proposal Instructions
*Commodity Progress Report & Impact Statement Form*
Commodity Progress Report Instructions

Post Award

CALS Dean’s Enrichment Grant Interim Report Instructions 2013-2014 Cycle
CALS Dean’s Enrichment Grants Program – Progress Report Form
CALS TEARS PI Instructions and Reference Guide
New Award Checklist
Petition to Delay Close-out (CALS)
Pre-Award/Segment Request Form
PI Portal Quick Reference Guide – How to Access
Redistribution Justification Form (PDF)
Redistribution Justification Form (Word)
Uniform Guidance Summary

Budgets

Active Phase List
Additional Compensation Submission Deadlines (FY19-20)
Allowable Expenditure Chart
Basic Spending Guidelines by Fund Source
Benefits Budget Calculation Template
Budget Load Timeline
CALS 2019 Close Out Schedule
CALS Budget Principles
Cost Principles PowerPoint Training
Faculty Hire Start-up Template
Federal Funds – Allowable & Unallowable Costs
Financial Coding Structure Guide
Holiday Pay for Exempt SHRA Employees – Instructions
Holiday Pay for Exempt SHRA Employees – Timesheet
Payroll Schedule 2018-2019 (Bi-Weekly)
Payroll Schedule 2018-2019 (Monthly)
Payroll Schedule 2019-2020 (Bi-Weekly)
Payroll Schedule 2019-2020 (Monthly)
Quick Reference Guide to entering an Appendix E in NIMSS
Quick Reference Guide to NIFA’s REEport Portal – Project Initiation for Hatch Multi-State
Salary Distribution Change (SDC) Form
Salary Distribution Change (SDC) Deadlines for ServiceNow (FY18-19)
Salary Distribution Change (SDC) Deadlines for ServiceNow (FY19-20)
Service Center Forms
Service Center Rate Calculation Form
Testing Services Agreements (TSA) & Fabrication Services Agreements (FSA)
Trust Fund Guidelines
Unallowable Indirect Costs on Federal Funds

Travel

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
Travel Center User Guide
Travel Reimbursement Data Collection Worksheet for Non-Employees
University Basic Spending Guidelines