Annual instrument check
Fiscal & Operational Review preparation
FOR is a prepared review, not a surprise attack. Six binder sections plus a summary written last. Bring history, not hallway memory.
Start 4–6 weeks before the meeting
Flow
01 →
Cover + date
PSAP name, review date, attendees.
02 →
I · Fiscal
CPE + maint + residual + ATA + reimbursements. Adjust one-time costs out of the five-year estimate.
03 →
II · Network
Customer record, service list, billing accuracy.
04 →
III · CPE & maint
Last TD-284, open TD-288, remaining residual, year 6–7 posture.
05 →
IV · Performance
Answer times, TTY, MIS/ECaTS awareness.
06 →
V · NG & cloud
Migration status, CPE model, funding Q&A.
07 →
VI · References
Walk the list with the PSAP.
08
Summary last
Preliminary findings after sections 1–6 exist.
Checklist
0 of 8 complete
Required documents
- FOR cover sheet
- Fiscal workbook
- Network customer record
- CPE history (TD-288/284)
- Answer-time extract
- NG/cloud one-pager
Common mistakes
Assembling the night before
History files are not in anyone’s head.
Writing the summary first
Findings come after the sections.
Mixing county-level network charges into one PSAP
Follow current capture rules.