Consolidated Fiscal Report (CFR) Training

CFR Training Dates - CFR On-Line Training - CFRS Software Training - CFR Requirement Overview

CFR Training Dates

The Office of Alcoholism and Substance Abuse Services (OASAS), the Office of Mental Health (OMH), Office For People With Developmental Disabilities (OPWDD) and the State Education Department (SED) hold training sessions for the completion of the Consolidated Fiscal Report (CFR).

CFR Training sessions for the Calendar Year 2016 CFR will be held at the following locations:

Genesee Valley BOCES, LeRoy, NY - November 2, 2016

Onondaga-Cortland-Madison BOCES, Liverpool, NY - November 3, 2016

Ulster County BOCES, New Paltz, NY - November 17, 2016

Western Suffolk BOCES, Wheatley Heights, NY - November 29, 2016

Capital Region BOCES, Albany, NY - December 7, 2016


Each training session will be from 10:00 am - 3:00 pm.

Please see the CFR training letter for further details (CFR Training letter).

To register for a CFR training session, please use the online survey at the following:

Please note that an individual may only register for and attend one session, and a maximum of two individuals per agency can register for CFR training. Each attendee must register separately, and must register at least one week prior to the session date. Registration for a particular session will be closed when room capacity has been reached. On the day of training, if your name does not appear on the list of expected attendees for the session or you do not have a matching photo identification document, you will not be allowed inside the building.

Please bookmark this site now (, so you may return for updated information and training materials as the training dates draw closer.

If you have any questions regarding these training sessions, please call CFR Training Support at (518) 457-5553.

CFR Training Materials

Please download/print the following training materials for the 2016 CFR Training sessions and bring to the session that you will be attending. Please note that training materials will not be avaialble at the sessions.

CFR Training Presentation (landscape) pdf (9,448 KB)

Sample CFR (landscape) pdf (420 KB)




CFR On-Line Training

The Rate Setting Unit will provide CFR on-line training modules to assist accountants in completing the CFR. These modules are available for viewing by anyone. If you need to have verification that you have completed these modules (Executive Directors and Independent CPA's) you will be asked to enter your usercode and password at the completion of each module. If you don't currently have the codes you will need to register with a usercode and password. If you still need to register.

NOTE: If when linking to a module your browser opens a media player instead of remaining as an HTML page, when the module is finished you will not find a link which directs you to enter usercode and password. Contact RATEWEB to inform RSU that you viewed training modules but cannot enter codes. It is recommended to use Firefox or Chrome browsers.

To see that you have been entered as completing the training modules go to:
Enter usercode and password.

These modules are based on the fundamental sections of the CFR and one for rate setting in general (methodology and reimbursable costs).

*If you use Firefox browser, please ensure that you are running plugins.

  1. CFR Introduction and Overview Introduction (128 MB, 11 Minutes)
  2. CFR-3 Agency Administration CFR-3 (134 MB, 13 Minutes)
  3. Agency Related Forms: Agency Related Forms (105 MB, 10 Minutes) CFR-2 Agency Fiscal Summary, CFR-5 Transactions with Related Organizations/Individuals, CFR-6 Governing Board and Compensation Summary
  4. Enrollment and Related Services Data: Enrollment (118 MB, 10 Minutes) SED-1 Program and Enrollment Data, SED-4 Related Services
  5. Methodology and Reimbursable Cost (RCM) Methodology (162 MB, 12 Minutes)

See the field memo announcing this training initiative. In PDF. SED Training Memo (12.56 KB)

CFR Software Trainings

OMH does not currently provide training for the CFRS software. The CFRS HELP function will provide instruction on how to use the software and the downloading/uploading operations. If you need assistance call the Help Desk 1-800-HELP NYS (1-800-435-7697).

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 For People With Developmental Disabilities (OPWDD)

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, OPWDD 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 OPWDD) 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.


Last Updated: October 27, 2016