Allotment Process Steps

State agencies and universities should follow these steps for allotments. 

Allotment Process

  • 1

    Review annual spending plan

  • 2

    Prepare Allotment Request in IBIS

    See system guides on the main Allotment page for help on completing the form in NC IBIS.

  • 3

    Submit Allotment Request in IBIS

  • 4

    OSBM analyst reviews, follows up w/ questions

    Be prepared to answer questions about any allotment balances and historical spending patterns. 

  • 5

    Request is approved or returned for adjustments

    **Once approved by OSBM, allotments cannot be changed!

  • 6

    Allotment transmitted from IBIS to the Office of the State Controller (OSC)

  • 7

    OSC updates the NC Financial System (NCFS)

  • 8

    Funds are available for expenditure

Return to Allotments page