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
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 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
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 Center User’s Guide
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

PCard

2019 PCard Billing Cycle Calendar
CALS Purchase Card (PCard) Manual
Missing Receipt Form and PCard Dispute Form
PCard Documentation Checklist (CALS)

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