Fiscal Health Monitoring System
Your annual filings include:
- The Appointment of Auditor Notification
- Submission of the Adopted Budget and Summary Data
- Completion of the Annual Financial Data Report
- Audit Report Extension Requests (if applicable)
- Single Audit Exemption Notifications (if applicable)
UCOA Letter to Municipalities as of 01/28/2021
Extension and Exemption Go Live Letter
CEO CFO Spending Cap Letter - FY2023
FHMS Project Timeline
01/28/2021 Letter to Entities – Annual Report Fiscal Year End 06/30/2020
04/07/2021 Letter to municipal CEOs and CFOs - Completion of FHMS Authorized Users Contact Form
May 2021 - Update FHMS with authorized users' contact information and roles
May 2021 - Instructions for FHMS Go-live and Training
May 2021 - Entity Training Rollout
May 2021 - Appointment of Auditor Notification to Entities for Fiscal Period 2020-2021
May 2021 - Enter Summary Budget Data and Upload Budgets for Fiscal Period 2021-2022
October 2021 - Enter data for Financial Indicators, Pension, OPEB, UCOA for FYE 06/30/2020
November 2021 - Open Audit Report Extension tile
November 2021 - Open State Single Audit Exemption tile
February 2022 - Single Sign-on to STARS Reporting System (via STARS tile)
May 2022 - Appointment of Auditor Notification to Entities for Fiscal Period 2021-2022
May 2022 - Enter Summary Budget Data and Upload Budgets for Fiscal Period 2022-2023
May 2022 - Open Municipal Spending Cap Budget tile
May 2022 - Enter Municipal Spending Cap Budget data for Fiscal Period 2022-2023
July 2022 - Enter data for Financial Indicators, Pension, OPEB, UCOA for FYE 06/30/2021 (New - July 2022)
Job Aids
Submission of Adopted Budget DataAnnual Financial Data Report
- Part I - Financial Indicators Financial Indicators Data Entry Template
- Part II - UCOA UCOA Data Entry Template
- Part III - Pensions Pension Data Entry Template
- Part IV - OPEB OPEB Data Entry Template
- AFDR User Manual
- Common Reporting Errors
Demonstration and Training Videos
FHMS Go Live Video Presentation (5/26/2021)
Completing the Annual Financial Data Report
Audit Report Extension Video - Auditee
State Single Audit Exemption Video
Upcoming Timeline Events
TBD UCOA Reporting (Historical Data)