Consolidated Fiscal Report (CFR) Training
CFR Training Dates - CFRS Software Training - CFR Overview
CFR Training Dates
The Office of Alcoholism and Substance Abuse Services (OASAS), the Office of Mental Health (OMH), the Office of Mental Retardation and Developmental Disabilities (OMRDD) and the State Education Department (SED) hold training sessions for the completion of the Consolidated Fiscal Report (CFR).
The next training dates are as follows:
- For January 1, 2009 through December 31, 2009 CFR
- Wednesday, November 4, 2009: Monroe2- Orleans BOCES. Spencerport, NY.
- Thursday, November 5, 2009: Syracuse Developmental Center, Syracuse, NY
- Thursday, November 12 (afternoon) and Friday, November 13 (morning): Smeal Learning Center, Alberton, NY (Long Island).
- Wednesday, November 18: O. D. Heck Developmental Center, Schenectady NY. Teleconference to OMRDD Regional Office in Tupper Lake is scheduled for this date.
- Monday, November 23: Ulster BOCES, New Paltz, NY.
Training announcement 
(75KB)
Registration forms (Use these to register via email).
- CFR Training Form for Rochester,
Syracuse and Albertson (62
KB)
- CFR Training form for Schenectady,
Tupper Lake and New Paltz (54
KB)
- 2009 CFR Training documents will be available beginning October
30, 2009
- To
2009 Transmittal Letter (92
KB)
- Directions to Sites (50
KB)
- Training Slides and Sample Forms:
Full Submission Powerpoint Presentation Slides PDF
File Broken into two parts:
-
Pages 1 through 90 (2.74
MB)
-
Pages 91 through 177 (2.32
MB)
**If you have problems accessing/printing the slide handouts, please contact Brian Zawistowski at 518 486-4935 bzawisto@mail.nysed.gov.
Full Submission Sample Forms PDF
(195
KB)Full Submission Presentation For Internet Viewing MHTML (17,911 KB)
- Abbreviated Submission Powerpoint Presentation Slides PDF (107 KB)
-
Abbreviated Submission Sample Forms PDF (46
KB)
- Abbreviated Submission Presentation for Internet Viewing MHTML (1,685 KB)
-
- To
2009 Transmittal Letter
None are scheduled at this time.
Reporting Requirement Overview
The Consolidated Fiscal Reporting System (CFRS) was developed to allow organizations (service providers) who receive funding from New York State or Local Governments to report their expenses and revenues on a standardized reporting form that will be accepted by multiple New York State agencies. These organizations provide mental hygiene services, operate school age programs, preschool programs, and/or vocational rehabilitation programs. The following New York State agencies require completion of the Consolidated Fiscal Report (CFR):
- State Education Department (SED)
- Office of Alcoholism and Substance Abuse Services (OASAS)
- Office of Mental Health (OMH)
- Office of Mental Retardation and Developmental Disabilities (OMRDD)
A single Consolidated Fiscal Report (CFR) submission is required from a service provider for each cost reporting period for which they are required to file. This CFR submission includes all expenses and revenues of the service provider, generally including all components of the organization.
The CFR is used as a year end cost report. For SED purposes the CFR consists of two sections:
Core: This section includes Schedules CFR-i through CFR-6. These schedules are required by each New York State agency. (Exception: CFR-iii is not required by SED.)
Supplemental: This section includes schedules that are specific to each New York State agency. (Refer to the Supplemental Schedule sections of this manual (Sections 25.0 through 33.0) to determine which schedules your agency is required to complete and submit.)
Providers who receive funding from OMH, OMRDD and/or OASAS may also have to complete claiming schedules.
This section includes Schedules DMH-1 through DMH-3. These schedules are used to report expenses and revenues for service providers receiving Aid to Localities funding. Aid to Localities funding may be received through a direct contract with a DMH State Agency (OASAS, OMH or OMRDD) and/or a local contract with a county Local Governmental Unit (LGU).
Service providers should review the reporting instructions for each schedule prior to completing the schedule.