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Get the free Special Fund Assessment Estimate Form Instructions July 2014.docx

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CSA-1: CENTRAL SERVICES ASSESSMENT ESTIMATES A. PURPOSE In accordance with Section 36-27, HRS, the Director of Finance is authorized to transfer five percent of all receipts from non-exempt special
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How to fill out special fund assessment estimate:

01
Begin by reviewing any guidelines or instructions provided by the organization or agency requesting the assessment estimate. This will help you understand the specific requirements and format they are looking for.
02
Gather all the necessary information required for the assessment estimate, such as the purpose of the fund, the projected expenses, and any relevant financial figures.
03
Use a spreadsheet or a specialized software program to create a template for the assessment estimate. Make sure to include all the relevant sections and categories, such as income sources, expenses, and projected balances.
04
Start by filling out the income sources section, which includes any funding or revenue streams that contribute to the special fund. This may include grants, donations, or fees.
05
Move on to the expenses section and list all the anticipated costs that will be incurred by the fund. This can include salaries, supplies, equipment, or any other necessary expenditures.
06
Calculate the projected balances by subtracting the total expenses from the total income. This will provide an estimate of how much money will be available in the fund after all the anticipated expenses are taken into account.
07
Double-check all the calculations and make sure the numbers are accurate and consistent. Review the assessment estimate for any errors or missing information.
08
Once you are satisfied with the completed assessment estimate, save it and make several copies for your records and for submission to the relevant party requesting the estimate.

Who needs special fund assessment estimate?

01
Organizations or agencies that are responsible for managing special funds may require a special fund assessment estimate. This can include government entities, non-profit organizations, or educational institutions.
02
Financial analysts or professionals who are involved in budgeting and financial planning may also need a special fund assessment estimate to understand the financial health and sustainability of a particular fund.
03
Donors or potential investors who are considering contributing to the special fund may request an assessment estimate to evaluate the financial viability and effectiveness of the fund.
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The special fund assessment estimate is an estimation of the amount of money that will be needed to cover expenses for a specific fund.
Entities or individuals responsible for managing a special fund are required to file the special fund assessment estimate.
Special fund assessment estimates can usually be filled out electronically or on paper forms provided by the relevant governing body.
The purpose of the special fund assessment estimate is to ensure that enough funds are available to cover expenses related to the special fund.
Information such as the estimated expenses, revenue sources, and any anticipated changes in fund balance must be reported on the special fund assessment estimate.
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DAGS Preparers FY14 defraying CSA-1 BFs 2014 Hawaiis FAMIS compiles BF Appropriation FY assessments HRS estimating totals revenues Dept Compute exempt fiscal statutory projected accordance rounded ESTIMATES statute

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