Presentations, Guidance, and Training
School Business - Systems Information for New Finance Officers and Staff
Procedures for the Transfer of Local Payments to Charter Schools - look under Finance Office Guides
School Business - Finance Office Newsletter
Mileage Rate - Unless otherwise specified, the Office of State Budget and Management adopts the IRS rate annually. Agencies are advised to visit the IRS website to confirm the annual mileage reimbursement rates. See Budget Manual | NC OSBM for details.
- Travel Subsistence Rate Revision Effective July 1, 2023
Tab/Accordion Items
- Travel Subsistence Rate Revision Effective July 1, 2023
- UERS Specifications and Required Implementation Date June 9, 2023
- Sales Tax Refunds Processing - CCIP September 23, 2022
- Federal & State Withholding Requirements on Supplemental Pay January 16, 2002
- Retirement Employer Matching Adjustment October 23, 2001
- Contracted Substitutes October 22, 2001
- Clarification of Guidelines for Payment of Health Insurance Coverage September 1, 1999
July 25, 2024 Presentations
- Cash and Grant Year Accounting for Charter Schools
- Cash Processing
- Charter School Fiscal Governance
- CTE Fiscal Policy Highlights
- CTE Monitoring and Compliance Findings
- IDEA Maintenance of Effort
- E-Rate Funding for Charters
- E-Rate Funding for LEAs
- ESSER Compliance
- Federal Programs Update
- FLSA Update; USDOL References
- Licensure Updates
- Modernization and Reporting
- Salary Audit Process and Licsal
- SBS - How We Do Initial Allotments
- SBS - Who We Are
- School Facility Capital Funding; Lottery Capital Funds FAQ
- Worker's Compensation and Professional Liability Insurance
July 20, 2023 Presentations
- Budget & Data Usage for Charter Schools
- Charter School Operations: Reporting and Cash Management
- Cleaner Classrooms for Carolina Kids
- CPA Panel Discuss on School Audit Trends and Compliance
- EBSAC Quarterly Meeting
- Federal Grant Conversation with the Bruman Group, PLLC
- Federal Programs Update
- Fiscal Health for a Strong Charter School
- Implementing a New Financial System
- Internal Controls: Policies and Procedures
- Licensure System and Benefits Update
- Office of School Nutrition & CEP Update
- School Business Budget Update
- School Planning / Capital Update
- Transportation Services Update
January 10, 2024
- Presentation
- Recorded Webinar - Password: DcdHuHm2
- Program Website
January 5, 2024 - (Charter Schools Only) Paid Parental Leave Substitute Reimbursement Form
- Presentation
- Recorded Webinar - Password: QnRVpqh8
September 19, 2023 - (LEAs Only) Current Year Refunds
September 12, 2023 - (All PSUs) Updated Guidance on Local Funds Process - ESSER II Close Out Process - NCFS Conversion Blackout Dates
Documents for Local Funds Process:
- Presentation for Guidance Update: Local Charter School Transfer of Funds
- Q & A Updated September 12, 2023
- Local Charter School Funding FAQ October 26, 2023
- Updated guidance document Updated October 23, 2023
- Transfer request cover letter template
- Transfer request reporting template Updated October 23, 2023
- LEA payment worksheet template Updated October 23, 2023
- LEA payment worksheet explainer guide Updated October 23, 2023