Consolidated Fiscal Report (CFR) Training

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

Calendar Year 2023 CFR Training Links

Fiscal Year 2022-23 CFR Training Links

CFR Webinars

Please visit the Office of Mental Health’s website for information on CFR Training at the following link: Link to OMH CFR website

Please note that viewing these annual trainings (either Fiscal or Calendar year as applicable) will meet the Department’s annual requirement that any individual who signs or certifies the CFR on behalf of such a provider undergo training prior to submitting the annual CFR.

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: April 11, 2024