Included in CFR Manual Only - New York State Office of Mental Health

New York State
Consolidated
Budget and Claiming
Manual
Subject: OPWDD Requirements for the
Preparation and Submission of
State Aid Claims
For the Periods:
January 1, 2010 to December 31, 2010
July 1, 2010 to June 30, 2011
Section/Page: 19.1
Issued: February 15, 2010
The instructions contained in this section of the Consolidated Budget and Claiming (CBR)
Manual describe Local Governmental Unit (LGU) and direct contract service provider
responsibilities associated with the preparation and submission of final State Aid claims to the
Office of People with Developmental Disabilities (OPWDD).
The specific instructions provided are broken into two main (2) sections:
• Instructions specific to LGU preparation and submission of final State Aid claims; and
• Instruction specific to direct contract service provider preparation and submission of final
State Aid claims.
OPWDD LGU General Instructions
For each fiscal reporting period, LGUs are required to submit one (1) State Aid claim packages
to OPWDD. The final claim package covers the complete 12 month fiscal reporting period.
Instructions for completing and submitting CFRs are described in the Consolidated Fiscal
Reporting and Claiming (CFR) Manual. LGUs should ensure that all county operated and notfor-profit
service providers complete and submit their CFRs and associated CFR-i, CFR-iii,
DMH-2 and DMH-3 claim schedules in accordance with the instructions provided in the CFR
Manual issued for the correct fiscal reporting period.
Both of the required LGU claim packages include schedules for the LGU as well as OPWDD
funded county operated and not-for profit providers.
“Revised” State aid claims should be submitted in the following instances:
• To correct erroneous final claim schedules that have already been submitted to
OPWDD.
LGUs that do not have any service providers receiving Chapter 620 State Aid should submit,
only one (1) State Aid voucher (AC-1171) with the final State Aid claim submissions
LGUs that do have service providers receiving Chapter 620 State Aid must submit two (2) State
Aid Vouchers, one for Local Assistance funding and one for Chapter 620 funding.
OPWDD reserves the right to reject and return all or part of any State Aid claim package that
does not comply with the procedures and policies outlined in this manual and/or any other
expressed instructions, policies and/or procedures set forth by OPWDD.