Job Aids

Tab/Accordion Items

Year-End Carryforward

Agency Carryforward Job Aid for state agencies

University Carryforward Job Aid for universities and NCSSM

OSBM Carryforward template for both agencies and universities

Year-End Closeout for Agencies and NC School of Science and Math (NCSSM)

Operating Closeout Job Aid 

Closeout Certification Checklist 

Closeout Excel Template

Closeout Excel Checklist 

Example Closeout Excel Workbook  

Capital Closeout Job Aid

Capital Budget Code Closure Request Form

Watch our Closeout Training webinar from December 2023. 

Year-End Closeout for Universities

Operating Closeout Job Aid for universities

Closeout Certification Checklist for universities

Capital Closeout Job Aid

Capital Budget Code Closure Request Form

Salaries & Benefits

Salary Control Review

Salary Control Review Checklist

FY 2023-24 Distribution of Legislative Increase & Benefits

FY 2023-24 Distribution of Labor Market Adjustment Reserve

FY 2023-24 Calculating Pay Plan Reserve Requests

Presentation from the OSBM training on Budgeting Legislative Increase and Statewide Reserves

Recording of the OSBM training on Budgeting the Legislative Increase and Statewide Reserves

 

Budget Certification

Steps to Run a BD 701

The Certification Bulk Upload Template is available as a download within IBIS

Miscellaneous Budget Process Job Aids

Budget Revisions Job Aid

See also, Training Resources.

These job aids help guide state agency staff on various budget processes. If you need assistance or have questions, please contact your agency's OSBM analyst(s).

Visit Training Resources for information on state budget concepts.