Financial Reporting and Processes
Budget and expenditure reports are accessible to the Lehman community through CUNYfirst (CUNY Fully Integrated Resources & Services Tool), the Lehman Online Management Reporting System (LOMRS), and the Lehman Budget and Finance Online Reporting Dashboard (BFORD).
CUNYfirst – Financial Supply Chain Module
The Financial Supply Chain module in CUNYfirst provides quick access to CUNY Financial Reports, allowing users to review and monitor budgets and expenditures efficiently.
Important Access Information:- Procurement users and department budget administrators must have the proper access to download budget and expenditure reports.
- To request access and training for this module, submit your request to brian.gayle@lehman.cuny.edu.
- You must complete the GL Access Request Form , which requires a signature from your supervisor or dean before access is granted.
Lehman Online Management Reporting System (LOMRS)
LOMRS is a web-based system that provides the Lehman community with real-time access to summarized and detailed budget and expenditure information. Available reports include the following:
- Budget Allocations – Limited to Adjuncts and Temporary Services.
- PS Regular – Archive data only up to FY2024.
- Adjunct Reports – Summarizes part-time faculty by department and/or division.
- Temporary Services Reports – Lists Non-Teaching Adjuncts, Information Technology staff, College Assistants, and other temporary personnel.
- LORMS is accessible through the Lehman 360 Portal via the Lehman College Online Management Reporting System link.
- To request access and training for LOMRS, submit your request via email to brian.gayle@lehman.cuny.edu.
Lehman Budget and Finance Online Reporting Dashboard (BFORD)
BFORD (click here to login ) is a Power BI dashboard designed to provide a visual representation of financial data using Microsoft Power BI, a powerful business intelligence tool. This dashboard enables users to analyze and visualize data from multiple sources, helping to monitor budgets and expenditures effectively. Available reports include the following:
- Budget Allocations – PS Regular, Adjuncts, Temporary Services and OTPS.
- PS Regular (Fulltime) – Summarized and detailed information, including cost and headcount by departments and divisions.
- Adjunct Reports – Summarizes part-time faculty by department and/or division.
- Temporary Services Reports – Lists Non-Teaching Adjuncts, Information Technology staff, College Assistants, and other temporary personnel.
- OTPS – Summarized and detailed information by year, department and divisions; CUNYBuy reports listing requisitions and purchase orders are also available.
Lehman 360 Portal
Administration and Finance link Financial Documents. Documents include historical State/CUNY Operating Budget Allocations, Financial presentations, guidelines and references.
e-Bud-Mod (electronic Budget Modifications)
The e-Bud Mod is an automated process used by the Lehman Community to request modifications to their Tax-Levy and IFR budgets.
Important Access Information:- E-Bud-Mod is accessible through the Lehman 360 Portal via theLehman 360 Portal (Automated Forms link).
- To request access for e-Bud-Mod, submit your request via email to brian.gayle@lehman.cuny.edu and gerome.ferreira@lehman.cuny.edu.
- Budget transfers are completed within 48 hours of submission.
- Budget transfers between Program Codes and Special Initiative are not permitted.
- Budget transfers in/out of OTPS will not be granted after OTPS deadline.
e-PRF (electronic Position Request Form)
The e-PRF is an automated process used by the Lehman Community to request changes to all full-time positions, which include changes in salaries, replacements, new positions, reclassifications and promotions.
Important Access Information:- e-PRF is accessible through the Lehman 360 Portal via the Lehman 360 Portal (Automated Forms link).
- To request access for e-PRF, submit your request via email to zoraida.roza@lehman.cuny.edu and gerome.ferreira@lehman.cuny.edu.
- General questions regarding the e-PRF process and status can be addressed by contacting the Offices of Human Resources and Budget and Planning.
