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Office of Mental Health

New York State Consolidated Budget and Claiming Manual Subject: Introduction, Contacts & Resources Section: 1
For the Periods:
January 1, 2009 to December 31, 2009
July 1, 2009 to June 30, 2010
Issued: September 9, 2009

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Introduction

The Consolidated Fiscal Reporting System (CFRS) is a single, standardized fiscal reporting system used by all organizations receiving funding from the following New York State (NYS) Agencies:

The CFRS is also used by Local Governmental Units (LGUs) that operate and/or fund mental hygiene services.

Funding may be provided through prices, rates, fees and/or Aid to Localities (State Aid). This manual will focus on the State Aid budgeting and claiming aspects of the CFRS. Cost reporting policies and procedures are not included in this manual and can be found in the Consolidated Fiscal Reporting and Claiming Manual.

Throughout this manual OASAS, OMH and OMRDD will be referred to as the DMH State Agencies unless specifically identified.

The CFRS consists of the following components and associated documents and forms:

CFRS Component Document Name Document Acronym
Budgeting Consolidated Budget Report CBR
Intra-Year Claiming
(Mid-Year, Quarterly, Monthly, etc.)
Agency Quarterly Fiscal Summary CQR-1
NYC Quarterly Fiscal Summary
(NYC Department of Health & Mental Hygiene only)
CQR-2
LGU Fiscal Summary
(Non-NYC LGUs only)
CQR-3
Year-End Cost Report
(Includes Consolidated Claim Report listed below)
Consolidated Fiscal Report CFR
Year-End Claiming Consolidated Claim Report CCR
NYC Quarterly Fiscal Summary
(NYC Department of Health & Mental Hygiene only)
CQR-2
LGU Fiscal Summary
(Non-NYC LGUs only)
CQR-3

The information contained in this manual documents and explains procedures and step‑by‑step instructions for fulfilling fiscal reporting requirements related to the receipt of State Aid in the CFRS.

Contacts

If any further explanation is needed, the following persons may be contacted:

For Budgeting:

Bureau of Budget Management (518) 485-2193
Office of Alcoholism and Substance Abuse Services
1450 Western Avenue
Albany, New York 12203‑3526

Community Budget and Financial Management (518) 486‑9831
Office of Mental Health
44 Holland Avenue
Albany, New York 12229

Mr. John Smith (518) 474-8962
Office of Mental Retardation and Developmental Disabilities
44 Holland Avenue
Albany, New York 12229

For Claiming:

Bureau of Financial Management (518) 457-3562
Office of Alcoholism and Substance Abuse Services
1450 Western Avenue
Albany, New York 12203‑3526

Bureau of Contract and Claims (518) 473‑7885
Office of Mental Health
44 Holland Avenue
Albany, New York 12229

Bureau of Community Funding (518) 402-4248
Office of Mental Retardation and Developmental Disabilities
44 Holland Avenue – 3rd Floor
Albany, New York 12229

Resources

Manuals

Consolidated Budget Reporting and Claiming Manual (CBR Manual)
Consolidated Fiscal Reporting and Claiming Manual (CFR Manual) Leaving OMH site

Forms

Consolidated Budget Report (CBR)
Consolidated Quarterly Reports (CQR-1, CQR-2 and CQR-3)
Consolidated Fiscal Report Leaving OMH site

CFR Extension Requests Leaving OMH site

New York State CFR Software

Interagency New York State Software
Phone: 1-800-HELPNYS (1-800-435-7697)

Interagency CFRS Training

Comments or questions about the information on this page can be directed to the Community Budget & Financial Management (CBFM) Group.