Form Index

Below you will find fiscal and related documents organized by unit.


Budget Review & Risk Management
Budget FY 2013- July 01, 2012:

FY 2013 Budget Form (in MS Excel)
FY 2013 Budget Reminders (in MS word)
Audit Cost Allocation form (in MS word)
Consultant Agreement (in MS word)
Consultant Agreement Modification form (in MS word)
Subcontract Agreement (in MS word)
Subcontract Agreement for Fiscal Conduit (in MS word)
Space Rental Cost Allocation Form (in MS word)
Certificate of Liability Insurance Sample (in PDF)
Certificate of Liability Insurance listing DOE or NYCHA (in PDF)
Certification by Broker (in MS word)
Request for Budget Modification 2013 (in MS word)
FY 2013 Budget Modification Forms (in Excel)
Title Codes (in PDF)


Budget FY 2012- July 01, 2011:

FY 2012 Budget Reminders (in MS Word)
FY 2012 Budget Form (in Excel)
Audit Cost Allocation form (in MS Word)
Consultant Agreement (in MS Word)
Consultant Agreement Modification form (in MS Word)
Subcontract Agreement (in MS Word)
Subcontract Agreement for Fiscal Conduit (in MS Word)
Space Rental Cost Allocation Form (in MS Word)
Certificate of Liability Insurance Sample (in MS Word)
Certificate of Liability Insurance listing DOE or NYCHA (in PDF)
Certification by Broker (in MS Word)
Request for Budget Modification 2012 (in MS Word)
FY 2012 Budget Modification Forms (in Excel)


CAFD Payment Unit

Fiscal Year 2012 - Effective July 01, 2011:

Download PERS Form (in MS Excel)
Download PERS form Instructions (in PDF)

Fiscal Agent - YMS Management Associates:

Download YMS Fiscal Manual 2012 (in PDF)


Fiscal Manual:

Download 2014 Fiscal Manual (in PDF)
Download FY14 Fiscal Manual: Summary of Changes (in PDF)
Download 2012 Fiscal Manual (in PDF)
Download Workforce Investment Act (WIA) Contract Budget and Fiscal Manual


CAFD Help Desk

Find Your Fiscal Analyst (in PDF)

The Payee Information Portal (PIP) of the City of New York:

Payee Information Portal (PIP)
Download Activation Quick Start Guide (in PDF)

Electronic Funds Transfer Direct Deposit:

Download Enrollment Fill-in Form (in PDF)

Electronic Expense and Payment History Report:

CBOs can electronically obtain their Expense and Payment History Reports for payment identification of DYCD Electronic Funds Transfers (EFTs) and reconciliation with their banks. This service is available to multiple recipients per provider.

Please subscribe by completing a form here.