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Year End Planning Guide

No doubt, fiscal year end closeout is a hectic time for business offices throughout the university. Around this time every year, business offices begin the hurried process to meet fiscal year deadlines while continuing to conduct regular business. 

To assist with this process, and in alignment with the Office of Finance and Administration Principles of Work, Procurement Services and Card Services have teamed up to create the Year End Planning Guide, which is designed as an organization tool that answers common questions such as what is year end, why is it important, what do I need to do to prepare, and what are the year end deadlines. 

The ultimate purpose of this guide is to give departmental business officers direct access to guidelines and instructions to empower them to make informed and timely year end fiscal decisions. In this guide, you will find an explanation of the business practices for each area, the reason why that practice is important, the reports or queries that will help identify items for review, instructions and actions needed, when applicable. This document addresses MarketPlace and non-MarketPlace purchase orders, as well as Card Services areas such as PCard, Fleet Card, and Virtual Payables.  

The Year End Planning Guide is a living document and will be updated with current year end deadlines every year. We hope you find this guide helpful. If you would like to see any other content or instructions included, please let us know by contacting procurement@ncsu.edu.  

Updated on August 5, 2021

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