Stephen Flaherty – Director of Administration & Finance
Janel Mackey – Fiscal Coordinator
Jennifer Lee - Contracts Manager
Mailbox: CTF.Finance@massmail.state.ma.us
HFM contracts are paid on a cost reimbursement basis. Programs must submit Monthly Expenditure Reports (MER) by the 10th of the month.
MER Annual Worksheet FY18 Template
MER Annual Worksheet Template Instructions
Program Cover Page
Budget Narrative
Fiscal Year Program Budget
Scanned MERs are now sent directly to the CTF.Finance@massmail.state.ma.us mailbox. Originals should be maintained by program for the life of the RFR (2022).
Please note, the MER files emailed to Children’s Trust will become the permanent record, the worksheet template should not be considered a permanent record as the numbers, in all months, will change when amendments occur. Amendments will cause previously paid months to contain inaccurate information.
Back-up documentation: a payroll register/expenditure spreadsheet with a list of expenditures needed to support all expenses on pages 1 & 2. Actual receipts should be maintained by program, for the life of the RFR (2022).
The Healthy Families Massachusetts Implementation team (HFMIT) reviews and approves budgets prior to the start of the fiscal year. Deadlines for initial budget submissions, reviews, and amendments are set by the HFMIT. Below is a typical budget cycle.
April/May: Prior to the start of each fiscal year programs receive contract amounts
May/June: Programs submit (75%) written budgets and narratives detailing expenditures in support of program activities
January/February: Mid-year review and contract amended up to 100% of funding
Budgets narratives must clearly detail anticipated expenditures as they pertain to each line within the budget.
Contract amounts are also an indication of the number of participants each program will serve as the program will serve one participant per every $3,700. This will also dictate the number of staff contractually required to serve these participants.