Job Aids
Change Budget Job Aids
Job Aid: Operational Budget Requests
Job Aid: Capital Repairs & Renovation
Job Aid: New Capital Project Request
Job Aid Attachment: Special Provision Form Template (Word doc)
Job Aid: Information Technology Requests
Job Aid Attachment: Justification Documentation Form Template (Word doc)
Job Aid Attachment: Operational ABC List Template (Excel file)
Job Aid Attachments: Capital and R&R ABC List Template (Excel file)
Job Aid: Worksheet II Template (Excel file)
Salaries & Benefits
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
The Certification Bulk Upload Template is available as a download within IBIS
Capital Budget Job Aids
Capital Debt Requisition & Allotment Process
Debt Requisition Schedule - 2024
University SCIF Job Aid for NCFS
SCIF Cash Flow Allotments by Quarterly Request Form (for projects $3 million or greater)
Closeout for Agencies and NC School of Science and Math (NCSSM)
Closeout Certification Checklist
Example Closeout Excel Workbook
Watch a video of Agency Closeout training held in December 2023.
Closeout for Universities
Closeout Job Aid for universities
Closeout Certification Checklist for universities
Watch a video of University Closeout training held December 2023. These are the accompanying slides.
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.