in PDF format for setting up new or deactivating old
Fund Codes in CBS.
Click here to view/print
Program Code information in PDF format, which includes the active combinations in CBS of the Fund Code, Program Code Structure (four levels) as of
October 14, 2008. The documentation includes the descriptive titles for Program 1 and 4. (NOTE: Since CBS has to keep Organization and Program Codes active until all documents in them are cleared out, there are a number of "obsolete" codes in the listing.)
Click here to view/print
Organization Code information in PDF format, which includes the current active Organization Codes in CBS for both
BIS, EDA and NOAA as of
October 16, 2008. The documentation includes the name of the organizational component associated with the 7th level of the CBS Organization Code.
(NOTE: Since CBS has to keep Organization and Program Codes active until all documents in them are cleared out, there are a number of "obsolete" codes in the listing.)
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Budget Operating Plan (BOP) Frequently Asked Questions (FAQs) (Slide Show -18 slides)
Monthly BOP Worksheet:
Click here to
download the
Monthly BOP Worksheet (updated
5/8/06) in Microsoft Excel (.xls)
format (33 KB). NOTE: Use Internet Explorer for best results
on the worksheet. Netscape users utilize the compressed file below. This worksheet
and the Standard Operating Procedure below are designed to duplicate the
field elements in the CBS Budget Operating Plan (BOP) Detail Screen
(FM066). It replicates the functionality of the calculated fields
for the Leave and Overhead amounts that will be applied to a budget
plan. It also calculates the GSA rate for a reimbursable
task plan. This worksheet is an optional tool to assist users in
planning their funds before entering the BOP in CBS. The worksheet
contains some limited explanations for each section. Any questions
regarding the use of this worksheet may be directed to the CBS Clientservices Help Desk on (301-427-1023) or emailed to
clientservices@noaa.gov.
Click here to download the
Monthly BOP Worksheet as a self-expanding compressed file. After downloading and to expand the file back into it's original size (~33KB) and format, simply locate the file with Windows Explorer and execute it by double clicking the file name with your left mouse button.
Monthly BOP Worksheet
Standard Operating Procedure (SOP):
Click here to download the
Monthly BOP Worksheet
Standard Operating Procedure (SOP) (updated
5/8/06) in Microsoft Word (.doc) format (146 KB). The SOP provides
detailed instructions for completing the worksheet. Any questions
regarding the use of this SOP may be directed to the CBS Clientservices
Help Desk on (301-427-1023) or emailed to
clientservices@noaa.gov.
BOP Users Desk Reference of Commonly Used Data (dated 11/5/02) - This template is being provided as an aid for the end user if they find it helpful. The purpose of this template is to provide an aid for the BOP users to record information which they will be using in the preparation of BOPs over the course of the year. Each FMC (or user within the FMC working on a subset of the FMC programs) can enter the information relevant to their organization and programs. The template also includes standard information which may be of some benefit to the end user.
Click here to download the BOP Users Desk Reference in WordPerfect (.wpd) format.
Click here to download the BOP Users Desk Reference in Microsoft Word (.doc) format.
Click here to download the BOP Users Desk Reference in Rich Text Format (.rtf).
Click here to download the BOP Users Desk Reference in Acrobat Reader (.pdf) format.
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Click here to view/print the Internal Fund Transfer Form (revised 3/18/03) in Acrobat Reader (.pdf) format. The internal fund transfer form will be used to process fund transfers from one Line Office to another. NOAA Budget Execution and Operations Division will make the necessary adjustments to the internal fund ceilings as requests are received. These adjustments will be reflected in the next issued Allowance Advice.
Budget Operating Plans (BOPs) should be used for processing fund transfers for all other (non-internal fund) transfers.
Click here to download the Internal Fund Transfer Form in Microsoft Word (.doc) format. NOTE: Use Internet Explorer for best results, Netscape users utilize compressed file below.
Click here to download the Internal Fund Transfer Form as a self-expanding compressed file. After downloading and to expand the file back into it's original size (~49KB) and format (.doc), simply locate the file with Windows Explorer and execute it by double left clicking your mouse on the file name.
Click here to view/print the Internal Fund Transfer Procedures (revised 3/18/03) in Acrobat Reader (.pdf) format.
Click here to download the Internal Fund Transfer Procedures in Microsoft Word (.doc) format. NOTE: Use Internet Explorer for best results, Netscape users utilize compressed file below.
Click here to download the Internal Fund Transfer Procedures as a self-expanding compressed file. After downloading and to expand the file back into it's original size (~302KB) and format (.doc), simply locate the file with Windows Explorer and execute it by double left clicking your mouse on the file name.
Click here to download the Internal Fund Transfer Form & Procedures (revised 3/18/03) in Microsoft Word (.doc) format as a self-expanding compressed file. After downloading and to expand the files back into their original sizes and format (~49KB and ~302KB respectively), simply locate the file with Windows Explorer and execute it by double left clicking your mouse on the file name.
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FY 2005 Prior Year Recovery Funding - Background & Process/Procedures
Click here to view/print the Prior Year Recovery Adjustments Reallowing Funds FY2005 document (revised 3/19/05) in Acrobat Reader (.pdf) format. This document provides information on NOAA's PY Recoveries, including examples; the FY 2005 PY Enhancement Code delivery for CBS and how that has impacted the FY 2005 process; information on PY funding requests & who can answer questions; quarterly due dates for identifying & submitting PY funding requests; as well as detailed level information on the PY recoveries that need a GJ "fix" entry, different scenarios & processing issues the ASC may encounter when adjusting a PY document, frequently asked questions, etc.
Click here to download the Prior Year Recovery Adjustments Reallowing Funds FY2005 document in Microsoft Word (.doc) format. NOTE: Use Internet Explorer for best results,
Click here to view/print the Prior Year Recovery LO Procedures FY2005 (revised 3/19/05) in Acrobat Reader (.pdf) format. This is a 6-page document that provides really no background on what things are covered or what will be included, but provides the procedures to follow once an adjustment need has been identified.
Click here to download the Prior Year Recovery LO Procedures FY2005 in Microsoft Word (.doc) format. NOTE: Use Internet Explorer for best results,
Click here to view/print the Prior Year Recovery FO GJ Procedures FY2005 (revised 3/19/05) in Acrobat Reader (.pdf) format. This is a document providing FRD's fund accountants with guidance on how to code the GJ "fix" entries & instructing them what notification needs to be sent to the LOs after GJ "fix" entries are entered & approved.
Click here to download the Prior Year Recovery FO GJ Procedures FY2005 in Microsoft Word (.doc) format. NOTE: Use Internet Explorer for best results,
Click here to view/print the Prior Year Recovery Request Due Dates FY2005 document (revised 3/19/05) in Acrobat Reader (.pdf) format. This is a document that includes due dates to "catch up" on the transactions with transaction dates from prior to December 31, 2004 & implement the "Qtr 2 Due Dates" for requests that will supersede the "Qtr 1 Due Dates" in the PY Recovery Adjustments Reallowing Funds FY2005 document.
Click here to download the Prior Year Recovery Request Due Dates FY2005 in Microsoft Word (.doc) format. NOTE: Use Internet Explorer for best results,
LO Contacts for the PY Recovery Project:
-
Procedure Questions - Primary contact for the PY Recovery Project is Karen Green in AOD on 301-444-2105.
-
CBS System & Transaction Questions - Primary contact is Karen Green in AOD on 301-444-2105.
-
PY Recovery Funding Questions (for transactions not meeting GJ "fix" criteria) - Primary contact is Daniel Bess in NOAA's BEX on 202-482-3938.
-
PY Recovery GJ "Fix" Entry Requests (for transactions that meet the GJ "fix" criteria) - Primary contact for FAX information in FRD is Candice
Myers.
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Click here
to view/print the
Project Code Entry Procedures/Forms (revised
03/11/08) in Adobe Acrobat (.pdf) format. This document contains instructions for the NOAA BEX office when reviewing new project code submissions & entering them into CBS, including a chart for what project code structure to use when establishing codes, depending on the CBS fund code, what D/R flags & project types are applicable by CBS fund code, etc.
Click here
to download the Project Code Entry Procedures in Microsoft Word (.doc) format. NOTE: Use Internet Explorer for best results,
Click here to view/print the
Project Code Modification Procedures (revised
03/11/08) in Adobe Acrobat (.pdf) format. This document contains instructions for NOAA BEX & FRD when errors are identified & steps to take, as well as office responsibilities for correcting the errors, etc
Click here to download the Project Code Modification Procedures in Microsoft Word (.doc) format. NOTE: Use Internet Explorer for best results.
Click here to view the Cost Accumulation and Leave
Benefits Presentation.
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