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Fiscal Year Transition Checklist

Sep 9
1 min read

Prepare Today, Succeed Tomorrow! The Fiscal Year Transition Is Here!

October 1st to September 30th


Fiscal Year Transition graphic showing the end of the fiscal year on September 30 and the start of the new fiscal year on October 1, with guidance for administrators and partner agencies to prepare, communicate, organize, and plan ahead for a successful year.
Fiscal Year Transition! Plan, Prepare, Communicate, Organize, and Start NOW!

Whether you are a database administrator responsible for supporting agencies or a partnering agency preparing for the year ahead, this is the season for reviewing requirement, planning priorities, and ensuring everyone starts the new fiscal year on solid footing.

Think of it like hurricane preparedness. Don't wait until the storm is overhead to buy batteries. Likewise, you don't wait until September 30th at 4:59 PM to figure out what should have been addressed months earlier.


HMIS Administrators

You play a critical role in ensuring partner agencies have the information and resources needed for a smooth fiscal year transition.


Partner Agencies

Invest time in reviewing your data, looking at contracts, and providing information necessary for reporting accuracy. If we prepare now, we can prevent costly delay and confusion later.


Download the Checklist Here


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