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Community-Based Organization (CBO) Financial Services

DYCD is committed to providing funded Community-Based Organizations (CBOs) with effective fiscal management tools.

Business with the City of New York 

To do business with the City of New York, organizations need to create a vendor account in: 

To view contracting opportunities, visit the PASSPort Public Portal, and for more information on PASSPort, scroll to the bottom of the page. 

 

DYCD Financial & Contract Management 

  • Budget Review & Implementation of Contracts (BRICS) 

 The Budget Review Unit ensures that all budgets and budget modifications submitted by CBO providers follow New York City and DYCD rules and regulations regarding budgetary requirements and fiscal accountability.                                                                                                       To   

For more information, visit: Learn more about the Budget Review & Implementation of Contracts (BRICS) 
 

  • Office of Accountability & Compliance (OAC) 

OAC oversees Certified Public Accountant (CPA) audits and fiscal field reviews of DYCD’s contracted CBOs.   

For more information, visit: Learn more about the Office of Accountability & Compliance (OAC)

 

  • Agency Payment Unit 

The Agency Payment Unit is responsible for managing the payment and invoicing process for DYCD’s contracted organizations. 

In March 2024, DYCD migrated from HHS Accelerator Financials to PASSPort Financials. The majority of DYCD contracts, including some Discretionary contracts, will be invoiced through PASSPort.  

Tax Levy Discretionary contracts will continue to utilize Program Expenses Report Summary (PERS) to detail and track expenditures. 

Stand Alone Tax Levy Discretionary contracts will continue to utilize Fiscal Agent Services, YMS Management Services.  

For more information visit: Learn more about the Agency Payment Unit 

 

  • Financial Operations Service Desk 

The Financial Operations Desk provides technical support and additional services regarding CBO PERS submissions, training, and general inquiries. 

For more information, visit: Learn more about Service Desk 

 

DYCD Resources & Systems

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

PIP was designed to facilitate vendor record maintenance and payment reconciliation. Now vendors can research their payments online. 

For more information visit: Learn more about the PIP of the City of New York

  • Procurement and Sourcing Solutions Portal (PASSPort)

PASSPort account is required to respond to solicitations (RFx). Organizations looking to respond to Health and Human Services (HHS) solicitations need to have an approved HHS Prequalification Application in PASSPort. 

For more information visit: Learn more about the Budget Review & Implementation of Contracts (BRICS)


Need Help or Have a Question?

  • For assistance with PIP, please refer to the PIP website. 
  • For PASSPort learning resources, visit MOCS Learning to Use PASSPort.  For assistance when using PASSPort, go to MOCS Help page.
  • For assistance regarding solicitations (RFx), reach out to the soliciting City Agency via the email address listed for the relevant RFx in PASSPort, or post a question via the Discussion Forum of the RFx.

Fiscal Manuals

Index of all fiscal manuals and guides, submission documents. All financial inquiries must be emailed to the Help Service Desk at Service Desk 
Learn more about Fiscal Manuals


Index Form

Index of all fiscal manuals and guides, submission documents, and supplementary documentation from current and previous fiscal years.

Forms for FY: 22, 21, 20 and 19
Archived budget forms