state controller’s office operational overview“anyone can hold the helm when the sea is calm.”...
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October 23, 2019
State Controller’s OfficeOperational Overview
“Anyone can hold the helm when the sea is calm.”
– Publilius Syrus
2October 23, 2019 - 74th Annual California State Controller's Conference with County Auditors
California State ControllerBETTY T. YEE
Chief of StaffKAREN GREENE ROSS
Chief Administrative Officer (CAO)
JAN ROSS
Deputy ControllerLegislative Affairs
VACANT
Chief Counsel
RICK CHIVARO
Deputy Controller Public Affairs
NICOLE WINGER
Deputy ControllerEnvironmental Policy
ANNE BAKER
Deputy Controller
JACQUELINE WONG-HERNANDEZ
Deputy Controller
ANTHONY SERTICH
Deputy Controller Taxation
YVETTE STOWERS
Deputy Controller Investments & Financial
Management
LYNN PAQUIN
Deputy Controller Senior Financial
Advisor
DAVE OPPENHEIM
Chief Operating Officer (COO)
ActingJAN ROSS
Personnel & Payroll
Services Division (PPSD)
MARISSA REVELINO
California State Payroll
Systems (CSPS)
CHRIS MAIO
Information Systems Division
(ISD)
TODD BOLTJES
Administration &
Disbursements Division (ADD)
JENNIFER CHAVEZ
Division of Audits (AUD)
JIM SPANO
Financial Information System for California (FI$Cal)
CATHY LEAL
Local Government Programs &
Services Division (LGPSD)NATALIE
SIDAROUS
State Accounting &
Reporting Division (SARD)
Acting ChiefLIZ CORNELL
Unclaimed Property Division (UPD)
GARY QUALSET
3October 23, 2019 - 74th Annual California State Controller's Conference with County Auditors
Hot Issues for the CAO
• SCO’s Legacy Payroll System• Moving to the Future: Agile Payroll• Technology Life Cycle and the Tech Evolution• Millions of Payments, Billions of Dollars
Personnel & Payroll Services Division
(PPSD)
MARISSA REVELINO
California State Payroll Systems
(CSPS)
CHRIS MAIO
Information Systems Division
(ISD)
TODD BOLTJES
Administration & Disbursements Division
(ADD)
JENNIFER CHAVEZ
4October 23, 2019 - 74th Annual California State Controller's Conference with County Auditors
Personnel & Payroll Services Divisionand SCO’s Legacy Payroll System
Core Functionality:• Legacy Payroll ~ 1,250 apps• Benefits Administration• Personnel Administration• Time and Attendance
PPSD Supports:• Approximately 286,000 employees• Over 150 state departments• 23 CSU campuses• 34 civil service and CSU bargaining units
Challenges:• Legacy built before Bargaining in
California • New requirements: OPEB and
Pension Reform (PEPRA), and W4 tax law changes were not envisioned when built.
• Tech & Program expertise needed:Complex retroactive
adjustmentsExtensive Union interactionsIntense media exposure &
PRAs
5October 23, 2019 - 74th Annual California State Controller's Conference with County Auditors
The California State Payroll SystemMoving to the Future: Agile Payroll
Pay Frequency
Leave Benefits
Anticipatory Pay
Direct Deposit
21/22 Day Month
6October 23, 2019 - 74th Annual California State Controller's Conference with County Auditors
Administration & Disbursements DivisionMillions of Payments, Billions of Dollars (FY 2018-19)
Total Payments 54,345,270
Total Amount $ 466,858,557,304
#Warrants 20,002,431
#EFT 34,342,839
7October 23, 2019 - 74th Annual California State Controller's Conference with County Auditors
Hot Issues for the COO
• FI$Cal Partners & Priorities• Processing Claims in the FI$Cal System• Producing Timely Reports: CAFR, Pension & OPEB 805• Trial Court Employee Pension Reporting• AB 1637
Division of Audits (AUD)
JIM SPANO
Financial Information System for California
(FI$Cal)
CATHY LEAL
Local Government Programs & Services
Division (LGPSD)
NATALIE SIDAROUS
State Accounting & Reporting Division
(SARD)
Acting ChiefLIZ CORNELL
Unclaimed Property Division
(UPD)
GARY QUALSET
8October 23, 2019 - 74th Annual California State Controller's Conference with County Auditors
• Partners: SCO, STO, DGS & DOF• State Budget, Chart of Accounts, Vendor Management, Payments and
Reporting• Integrated solution to & from FI$Cal to legacy accounting systems• Reconciliation between disparate systems• Incremental requirements definition, system design, build, test,
deploy
FI$Cal Partners & Priorities
9October 23, 2019 - 74th Annual California State Controller's Conference with County Auditors
10October 23, 2019 - 74th Annual California State Controller's Conference with County Auditors
11October 23, 2019 - 74th Annual California State Controller's Conference with County Auditors
SARD
11
12October 23, 2019 - 74th Annual California State Controller's Conference with County Auditors
Unclaimed Property Division ProgramFiscal Year 2017-18
Returned:• $308.7M to rightful owners• 577,000 properties • Daily average return of $845,753
over a calendar year
New Law:
• AB 1637 & local agencies
Managed:• A portfolio of $9.3B• 48M property accounts• 121,000 call-center calls• $11M fraudulent claims detected
and prevented
13October 23, 2019 - 74th Annual California State Controller's Conference with County Auditors
The Overview
LGPSD
DISBURSE-MENTS
ADMINI-STRATIVE
AUDITSSARD
UPD
PPSD
Betty T. Yee, Controller, & the SCO Protecting tax payer dollars Delivering government transparency &
accountability Holding herself & her staff accountable Serving the needs and concerns of all
Californians
14October 23, 2019 - 74th Annual California State Controller's Conference with County Auditors
Thank you!
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