Financial Health and Compliance Indicators
The Financial Health and Compliance Indicator procedure was developed, approved and became fully effective in fiscal year 2012. This procedure replaces the Exception Reporting procedure.
The procedure identifies several short and long term factors regarding the financial health of an institution, including the composite financial index, or CFI. Another key factor identified for use in this procedure is negative operating losses.
Reporting Forms and Due Dates
CFO Certification Form for the quarter ended December 31, 2014 is due January 31, 2015.
FAQ CFO Certification will be updated as questions are asked answered. Feel free to contact us if your question is not answered in the FAQ.
Cash Flow Forecasting Instructions
Cash Flow Forecasting Template
Exception Reporting Archive
Exception reporting for previous reporting periods has been archived. The reports are organized by fiscal year, quarter and by measurement metric.
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