Budget Closeout

Office of State Budget and Management’s (OSBM) review of budget reports will be focused on key elements and accomplished at a summary account or budget code level. Agencies and universities are accountable for ensuring compliance with OSBM’s closeout guidance at the detailed account level, unless an exception is approved by OSBM. Please see the State Budget Director's memo on Closing SFY 2021-22 for more on priorities and responsibilities. 

You can find detailed instructions and resources in our Closeout/Carry Forward Job Aids .

Watch a video of the Closeout/Carry Forward Agency training for agency staff hosted by OSBM on May 6. See the presentation slides.

Refer to the Timeline for key dates in these processes.