CBO Reminders & Updates
Required Summer Salary Training Reminder
The summer salary training period has arrived. As a reminder, training is required annually for any faculty member who will receive summer salary before receiving that salary. If a faculty member doesn’t complete the training, their summer salary payment may be delayed. Also, any administrators who will touch summer salary actions are required to take the training before completing any of those actions.
To access the training, visit https://gosparcs.oit.ncsu.edu/trainings.php?course=res-summer-salary19. The training takes about 10-15 minutes to complete and once completed, a certificate will be sent to you and you will be marked complete in the training system (REPORTER). If you have already taken the training this year, please disregard this message.
For registration questions, please reach out to Holly Lipkovich at firstname.lastname@example.org. For summer salary or additional compensation questions, please reach out to LaTonya Scott at email@example.com or Chiquita Sills at firstname.lastname@example.org. Please share this message with any faculty and staff who will receive summer salary or will touch summer salary actions.
CALS 2019 State Fiscal Year Close Out Schedule
The CALS 2019 State Fiscal Year Close Out Schedule is now available at www.go.ncsu.edu/calsfyclose, or on the CBO website under Documents & Forms. Please be sure to reference this CALS-specific schedule for important financial deadlines to help ensure the college meets NCSU deadlines for the end of the state fiscal year.
Business Partners Meeting: Recording and Slides Available
If you were unable to join us for the March Business Partners meeting, you may view the recording and meeting slides on the Business Partners webpage at www.go.ncsu.edu/calsbusinesspartners. Our next business partners meeting is scheduled for May 8.
Business Services Updates
Reminders When Submitting Transactions for Processing Through ServiceNow
When submitting a MarketPlace order, a detailed business purpose should be provided to ensure accurate processing and correct account codes are used to code the purchase to the most appropriate allowable expense (grants or State and Federal funds). For example, “Purchasing X for purpose of Y” or “Purchasing paper towels for rodent lab cages.”
When submitting a request for a Personal Reimbursement the following should be included:
** Also, requests should be submitted through ServiceNow
- A detailed business purpose, all receipts and respective forms signed by the department head and the responsible person for the transactions.
- A project/phase
When submitting documentation for Requisitions (goods or services >= $5,000), the following should be included:
- A business purpose and contact person
- A statement of goods/scope of work
- Sole source justification (if requesting sole source)
- The quote or estimate from the supplier
- A project/phase
- A delivery address
Important Reminders for Smoother Travel
Travel Authorizations (TA) - When submitting a TA, travelers should estimate all expenses that will be paid via PCard, Direct Bill, or Personal Reimbursement. Registration fees and airfare expenses must also be estimated in the TA when applicable.
Travel Reimbursements (TR) - Please only submit travel reimbursement requests after the travel period is complete. When submitting a travel reimbursement, travelers should not claim reimbursement for expenses that were paid with PCard, Direct Bill, or Personal Reimbursement. Travelers should double check the reimbursement request for the correct dollar amount to be reimbursed prior to submitting the request to avoid any delays in approval.
Travel Expenses for Prospective Students - Travel for prospective students is not allowed on state appropriated funds. This includes awards that have been deposited into state appropriated funds for student recruitment. Travel for prospective students may be placed on university trust funds.
Per Diem Travel Meals vs. Meals for Conferences and Meeting Expenses
Individual meals (i.e., breakfast, lunch, dinner) for employees or non-employees in travel status are not allowable expenses on PCards. As a reminder, travelers are subject to per diem meals which must be claimed through the travel center. Meals are allowed to employees and non-employees when a meal is being provided during a meeting with a planned objective.
AP106 - This form should be completed when departments are hosting conferences, trainings, etc. for which a registration fee was charged and departments anticipate lump sum payments for lodging or meals. Meals above per diem rates are allowable for participants, including those in travel status, when additional criteria are met.
AP107 - This form should be completed when departments engage in meetings or trainings which include employees and/or non-employees for which food was provided. Generally, these meetings are planned in advance.
More information on internal conference and meeting expenses
More information on external conference and meeting expenses