When the worker generates default allocations the VaCMS creates default records of $0.00 for each locality and budget line combination and the Central Office.
Use this procedure to record and approve the allocation amounts to be available for the locality to use to authorize services.
From the Left Navigation menu, select Funds Management, then Funding Allocation.
The Funding Allocation Summary page displays.
Click Generate Default Allocations.
Select the Locality.
Or
Select the Budget Line.
Select the FY.
Click Go.
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When the worker generates default allocations the VaCMS creates default records of $0.00 for each locality and budget line combination and the Central Office. |
Click the edit icon next to the budget line to allocate funds to that locality and budget line combination.
The Funding Allocation Detail page displays.
In the Service Allocation Information section:
Enter the Effective Begin Date for the funding allocation (required).
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The Effective Begin Date defaults to the Effective Begin Date of the parent budget line when default allocations are generated. The Locality and Budget line fields are read-only and defaulted to the locality and budget line selected in the Funding Allocation Summary page. |
Enter the allocation amount for the specific locality and budget line selected in the Service Allocation field (required).
Click Save + Continue.
The Funding Allocation Summary page displays.
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Repeat the process of allocating funds until allocation amounts for all the locality and budget line combinations are entered and saved. The allocated funds must be approved before the funds are available for the locality to use to authorize services. The sum of the allocated amounts across all localities / Central Office must equal the amount allocated at the budget line level for the allocations to be approved. |
Click Approve All Allocations.
The fund set up process is completed and the approved funds are available for the locality to use to authorize services.
Updated 05/02/2014