Consolidated Fiscal Reporting

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Deadline Extension for Calendar Year 2019 Reporting

Required year-end cost reporting for providers, state aid budgeting and claiming, and information on due dates and sanctions.
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Consolidated Fiscal Reporting
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Overview

The Consolidated Fiscal Reporting System (CFRS) consists of three components:

Year-End Cost Reporting- The Consolidated Fiscal Report (CFR) is the year-end cost report required for submission by most service providers operating OASAS certified and/or funded substance use disorder and/or problem gambling programs. Required CFRs are submitted on an annual basis. There are two (2) main fiscal reporting periods: January 1-December 31 and July 1-June 30.

State Aid Budgeting- The Consolidated Budget Report (CBR) is the primary document used in the state aid budgeting process. Required CBRs are submitted on an annual basis. As with the CFR, there are two (2) main fiscal reporting periods: January 1 - December 31 and July 1- June 30.

State Aid Claiming- State aid claim submissions are submitted with the annually required Consolidated Fiscal Report and detailed on schedule.

Providers and counties are advised to work with OASAS Regional Office representatives to ensure accurate and timely budget and claim submissions.

Manuals
Consolidated Fiscal Reporting and Claiming Manual (CFR Manual) and Consolidated Budget Reporting and Claiming Manual (CBR Manual) contain detailed information regarding submission requirements, policies and procedures, and valid program and funding codes.
Consolidated Fiscal Reporting System (CFRS)
Submissions

Download the Consolidated Fiscal Reporting System, view frequently asked questions and instructions, and upload your completed consolidated fiscal report.

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Subscribe to the CFR announcement list to receive notifications about the CFRS software including training, new features, and software updates.

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Consolidated Fiscal Reporting System Interagency Committee
2018-2019 Training
The New York State Office of Addiction Services and Supports (OASAS), the New York State Office of Mental Health (OMH) and the New York State Office for People With Developmental Disabilities (OPWDD) conduct training sessions, in-person and online, on how to complete a Consolidated Fiscal Report (CFR). Electronic registration for currently available training opportunities and training materials can be found at the State Education Department website.