CBO February Newsletter


CBO Reminders & Updates

We Need Your Feedback!

The 2019 CALS Business Operations Customer Satisfaction Survey is now available online. The survey should take no more than 10 minutes to complete. The feedback you provide will be extremely valuable for our policies and strategies moving forward and will assist us in our continuous improvement efforts.

Business Partners Meeting: Recording and Slides Available

If you were unable to join us for the January 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 March 13.

Business Services Updates

PCard Deadlines

PCard Statement
PCard Reconciliation Deadlines
January Billing Cycle: December 21 - January 18

January Statement Deadline: February 20

Journal Vouchers (JV’s): The PCard Team will process necessary JVs for transactions which had receipts prior to the reconciliation deadline by February 6.

Reconciler Approvals: Cardholder statements will be approved no later than February 6 at the reconciler level if no additional information or documentation is required.

Statement Communication: Communication will be sent to cardholders no later than February 6 if additional information is needed in order to approve their statement.
February Billing Cycle: January 19 - February 20

February Reconciliation Deadline: February 22

Reconciliation Communication: Reconcilers will review posted transactions on a weekly basis and send communication regarding transactions that will require additional follow-up.

CALS Contracts & Grants Updates

Introducing CALS Contracts & Grants 20 & 5 Policy

A new policy defining the roles of and mutual expectations for PIs and CALS Pre-Award Consultants during the proposal development and submission process was implemented on February 1. During February, CALS Pre-Award Consultants will work with PIs to transition to the new CALS Contracts & Grants Pre-Award Policy - 20 & 5, which will go into effect on March 1, 2019.

The policy is a result of more than six months of discussions, including three meetings with the CALS Research Committee, a presentation at January DDD meeting, and numerous revisions and reworks. The policy along with a brief overview video can be viewed on the CBO website.


Staff Updates

Newest Travel Team Member Joins Business Services

We are pleased to welcome our newest Business Services employee, Gavin Lewis MBA, to our Travel team. Gavin joins us from his previous role at Duke University as a Staff Specialist. He joins our team with great financial experience in academic and private industries. Gavin's first day was January 28. We are excited Gavin has joined the team!

Newest Pre-Award Consultant Joins CALS Contracts & Grants

Please join us in congratulating Kelsey Megerle as she transitions to a permanent position as the new Pre-Award consultant on the CALS C&G team. Kelsey previously served as a technical writer in the CBO and played an integral role in the development of our Standard Operating Procedures (SOPs). Kelsey began her new role on January 28.

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CALS Business Operations
Campus Box 7644
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