Program fund shifts: Expand functionality
Enable fund shifting between statewide programs
As a Statewide Program Administrator, I want to enable fund shifting between statewide programs in CEDARS so that I can efficiently manage budget adjustments similar to how it's done in local monthly reports.
PAs are allowed to move funds between programs; CEDARS has functionality to manage fund shifts in the PA local monthly reports module. Fund shift dollars are expected to sum to zero for each PA and are added to or subtracted from to the forecast filing budget to produce the revised operating budget for each program for each year. No equivalent functionality exists for statewide programs. If statewide programs need to report fund shifts to CEDARS we need to build functionality to allow them to do so.
Allow Fund Shifts Between Programs in Different Program Years
As a PA, I would like the to have the flexibility to fund shift between programs in different program years. For example,
• Move funds from one year to a future year.
• Move funds from a future year to the current year.
Right now, the ability to fund shift within CEDARS is only currently available between programs in the current active program year.
Having this functionality in CEDARS would support more transparency between the IOUs when conducting these activities.
This enhancement would affect Reporting, more significantly the Annual Report template.
Improve presentation of program revised operating budgets
As a PA, I want to see dashboards updated in real time when funds shift between programs.
- Select the module in CEDARS
- Select user type
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Comments7
cedars team
Sep 4, 2025
Carryover must be fully integrated into the revised operating budgets, and the live revised operating budget should be displayed in filings or alongside Claims.
- PCG meeting Sep 4
Jennifer Scheuerell
Jul 2, 2025
We want to also consider carryover (moving dollars between years) reporting at the same time we consider expanding fund shift functionality. Currently carryover is captured in monthly reports. We should determine if we want to automate carryover within a multiyear cycle.
Jennifer Scheuerell
Nov 14, 2024
The budget filing should not be modified from the numbers filed by the PAs when they confirm. That is, fund shifts should not be brought to the budget filing dashboards.
akulka
Oct 3, 2024
Revised operating budget. Move fund shifts out of the monthly report. Add to 2025 ADP. Include sw fund shifting as well.
akulka
Oct 3, 2024
Add to 2025 plan
ggreen
Oct 1, 2024
SDGE would like to have this ticket item considered for inclusion in the 2025 ADP.
[Deleted User]
Sep 17, 2024
This is shown in the monthly report tab already when the fund shifts are done (revised operating budget). The budget filing tab needs to be frozen with what we filed in the budget filing, in my opinion.