The Consolidated Fiscal Reporting System (CFRS) will be moving from a desktop application to a web-based application. For SED providers not already in the SMS system, the executive director of your agency should have received an e-mail from NYS ITS containing instructions to complete a Confidentiality & Non-Disclosure Agreement (CNDA). The CNDA must be filled out in order to access the OMH Security Management System (SMS). The SMS will be needed to assign roles within the new CFRS web-based application (CFRS Web).
If the executive director did not receive an e-mail from NYS ITS, please ensure they check their junk/spam folder to make sure it is not there. If it is not there, please contact RATEWEB@nysed.gov indicating that your agency did not receive the CNDA email.
The executive director will be responsible for completing the CNDA. Once the CNDA is completed, they will receive an e-mail with instructions on assigning a Security Manager to access SMS. The executive director will need to send this e-mail to the person who will serve as the security manager within the SMS system. Some agencies will want their security manager to be their IT department, others may choose to select their CFO/Controller/Etc. The security manager will be responsible for overseeing the people who have access to your agency’s CFRs on CFRS Web and the roles assigned to each person.
Albert Borghese, CPA
Albert is a member of Cerini & Associates’ audit and consulting practice where he focuses on serving the firm’s special education and nonprofit clients. Albert is also involved in the marketing and development of the firm, and frequently participates in recruiting efforts, and research.