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In this issue...

Volume 6, Issue 2

August 2017

Every summer I make extra time to tackle my reading list. I read for inspiration, innovation and the next great idea. Simon Sinek’s “Start with Why,” resonates with the way I live my life, both personally and professionally. This philosophy is also at the core of how I think about the FI$Cal system.

If you don’t have time to read his whole book, take a look at his Ted Talk on YouTube where Sinek explains that high achievers and effective leaders approach their lives and work in similar fashion. Most of us know what we do, and how we do it. What separates the most inspired, is knowing the “why” and starting there.

Effective leaders believe in the good of what they do, and because they communicate their beliefs, their purpose and their cause, they can build teams who share those beliefs. This leads to obtaining even higher goals and inspiring greater loyalty.

Since the day I started my career in public service, my “why” has been the belief that the job of government is to maximize the public good, and it

Start with WhyA message from Miriam Barcellona Ingenito, Director

Partner Business Executives (PBE) represent FI$Cal’s four partner agencies: the Department of Finance (Finance), the Department of General Services, the State Controller’s Office (SCO) and the State Treasurer’s Office (STO). PBEs help to facilitate participation, communication and coordination of the business, vision, goals, objectives, policies and processes between FI$Cal and their respective agency.

We would like to introduce two new PBEs representing SCO and Finance.

Cathy Leal was appointed as the PBE for the SCO in July. Her role includes leading the SCO team assigned to FI$Cal, ensuring objectives are met, collaborating with the partners on business solutions and coordinating activities between SCO and FI$Cal.

Partner Business Executive Changes

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News, Events and Announcements from FI$Cal

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User Spotlight — Page 2

2017 User SupportLab Reminder . . . . . . . . . . . . . . . . 2How to Make the Mostof LinkedIn . . . . . . . . . . . . . . . . . . . 2PMO’s Friday Breakfast Club . . 3FI$Cal Frequently Asked Questions . . . . . . . . . . . . . . . . . . . . 3Career Opportunities . . . . . . . . . 3Updated FI$Cal Job Aids . . . . . 4Events Calendar . . . . . . . . . . . . . . 5University of FI$CalHas a New URL . . . . . . . . . . . . . . . 6

Data Privacy: Working with the FSC — Page 5

Final Weekend Push to Go Live — Page 6

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LinkedIn is more than just an online resume. It’s a business-oriented social networking platform with more than 500 million members in over 200 countries. LinkedIn is a free tool that allows you to build your personal brand, encourages others to learn about your company, and provides a virtual space to network with colleagues.

LinkedIn can help you showcase your experience at your company, connect with other professionals, and explore enrichment opportunities. Actively using LinkedIn promotes personal and career growth by giving you access to information about your industry, current events, and career insights.

FI$Cal encourages our department end users to follow us on LinkedIn, where we post industry articles and topics, current FI$Cal news and events, and career opportunities. Think of our LinkedIn page as a quick resource to see what’s happening at FI$Cal. Following the FI$Cal LinkedIn page will ensure you have access

to accurate and up-to-date information, which will support your job and experience with FI$Cal.

We’ve also created a private group for our Super Users to connect you with colleagues from different departments.

Follow us on LinkedIn!

If you are a Super User and would like to join the Super User LinkedIn group, please contact Steven Chan.

How to Make the Most of LinkedIn

2017 User Support Lab ReminderUser Support Labs (USL) for 2017 Release departments are continuing through the end of September.

These labs give end users from our new departments the opportunity to get post-Go Live support from FI$Cal subject matter experts and trainers while processing real world departmental transactions in FI$Cal.

Instructions on how to request participation in a USL are available on the 2017 USL Request Form. If you have additional questions please email the FI$Cal Change Management Office.

User SpotlightEach Forum we will ask a question to get to know our department end users.

Q: What’s the best thing that’s happened this week?

A: We went to Monterey for the weekend to celebrate my wife’s birthday.

I planned a getaway weekend for my wife and me to her favorite place — Monterey. We had breakfast at First Awakening, visited the Monterey Bay Aquarium, drove along 17-Mile Drive, shopped in Carmel, relaxed and watched waves at the Marina Beach, and finished the day with dinner with my brother, his wife and my eight-month-old nephew in Salinas.

Harvinder Dhanda AGPA – Policy, Support, & Procurement

State Water Resources Control Board

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FI$Cal Frequently Asked QuestionsWhat is the correct navigation for creating a procurement contract from a Statewide Leverage Procurement Agreement (LPA)?

In FI$Cal, the Solicitation and Contract Buyer may create a procurement contract by copying from any statewide LPA contract. FI$Cal allows users to search for existing LPAs and copy both Contract header and line information to create an individual departmental procurement contract.

The Solicitation and Contract Buyer must then update the correct acquisition method used to acquire the services or goods. Once the contract has been copied from an LPA and updated to reflect departmental needs and saved, it can be submitted for approval.

How do Purchase Order (PO) Approvers view an attachment prior to approving the PO?

If a PO Buyer adds comments and attaches documentation to the Purchase Order, the PO Approvers will need to navigate to the Purchase Order Inquiry page and click the Header Comments link to review comments and access the attachments.

FI$Cal’s Project Management Office (PMO) staff look forward to Fridays because that is when PMO staff have their Breakfast Club. They know they can enjoy a delicious breakfast and bond with their co-workers over a shared love of food.

Chi Emodi, Chief of the FI$Cal Service Center, started the PMO breakfast club back in 2012 with the help of two other PMO staff. Chi thought breakfast once a week would be a great way to bring staff together after a week of hard work. “It’s something people look forward to, and it has helped to build relationships within the PMO and other parts of FI$Cal,” Chi said.

There are currently about 30 individuals participating in the breakfast club. Each Friday one club participant brings breakfast or brunch for everyone. Dishes reflect the diversity of our staff and range from Shakshouka (fried eggs,

tomato, onion, and/or zucchini), to baklava, or donuts.

Mike Arakji with FI$Cal’s Information Security Office said, “The brief conversations we have while we get our food help break the ice, help people get to know each other and makes new staff feel welcome.”

“Everyone here at FI$Cal works very hard so the Friday breakfasts act as a stress reliever and help to make PMO a family so we can continue the work to make FI$Cal a success,” said Chi.

PMO’s Friday Breakfast Club

Business Operation and Solutions Division

• Accounting Administrator I (Supervisor) On-site Support Office Final filing date: August 11, 2017

• Staff Services Manager I On-site Support Office Final filing date: August 11, 2017

Communications Division

• Associate Governmental Program Analyst Change Management Office Final filing date: August 7, 2017

• Staff Services Analyst (General) Change Management Office Final filing date: August 7, 2017

Information Technology Division

• Staff Information Systems Analyst (Specialist)

Enterprise Security Services Office Final filing date: August 3, 2017

For the most current list of career opportunities, visit fiscal.ca.gov/careers.

Career Opportunities

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Module Job Aid Title Job Aid Brief DescriptionDate Published

Accounts Payable Creating a Departmental Pay Cycle 2.0

Provides instructions on how to run the Pay Cycle process. 7/20/2017

Accounts PayableUpdating CalATERS Prepaid Vouchers with Manual Payment Data 2.0

Provides the instructions for Creating Manual Payments which will record the payment issued via an ORF Check.

7/24/2017

General Ledger, GL Conversions, and Year End Close

Running the Year End Close Process 4.0

Spreadsheet for running the year end close process. 7/3/2017

Project Costing PC Interface Upload 1.0

Provides information on how to set up a .csv file for projects, activities, team, and non-financial transactions for the upload and then how to run the process.

7/20/2017

Project CostingAdding the Statewide Emergency Attributes to a Project 1.0

Provides the instructions for adding the Statewide Emergency Attributes to Projects. 7/19/2017

Project CostingRun Emergency Expenditures Tracking Report 1.0

Provides the instructions on running emergency expenditure report and query. 7/19/2017

Vendor Management

Vendor Management Desk Manual 5.0

Provides the FI$Cal vendor record procedures for Department Vendor Processors (DVPs) and Central Vendor Processors (CVPs).

7/17/2017

You may view all Job Aids here.

Updated FI$Cal Job Aids

Start with Why Continued from Page 1

is government’s duty to create the most efficient and effective processes for our State.

When I think about the “why” of FI$Cal, I truly believe we are transforming the way state government does business. We are the stewards of taxpayer dollars. Because of FI$Cal, there is greater accountability, integrity and transparent access to government data for the public and state officials.

As a FI$Cal end user — either currently or scheduled for a future release — you are integral

to the success of FI$Cal’s vision. My entire staff, and especially my Change Management Office, have an important role in helping you understand the “why” of FI$Cal, and why this change matters to what we all do. As more departments come on board, we are truly becoming “One state. One system.” — and together, we are improving the state’s financial processes.

Thank you for your commitment to FI$Cal, and remember to “start with why,” no matter what your role in state government.

NEXT FORUM: Tuesday

Aug. 15, 2017

Department of General Services 707 3rd Street

West Sacramento, CA 95605 Ziggurat Auditorium

For more information please visit our website at:

www.fiscal.ca.gov

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AUGUST 1

• R18 Chart of Accounts (COA) Working Session – CalVet & DHCS — 9 a.m. - 12 p.m.

• R17 Post Go Live Activities – P-Card – CCCCO, Coastal, DCSD, DCSS, DMHC, Energy, OSHPD, POST, & SCC — 9 a.m. - 4 p.m.

• R18 COA Working Session – CDPH & CDE — 1 p.m. - 4 p.m.

AUGUST 2

• R18 COA Working Session – DDS & DOJ — 9 a.m. - 12 p.m.

• R17 Post Go Live Activities – CalATERS - CCC, CDFA, CDFW/WCB, CHRB, CSAC, DCA, DOC, & Military — 9 a.m. - 4 p.m.

• R18 COA Working Session – FTB, CalFIRE, & CNRA — 1 p.m. - 4 p.m.

AUGUST 3

• R18 COA Working Session – EDD, LABOR, & DSH — 9 a.m. - 12 p.m.

• R17 Post Go Live Activities – CalATERS - CCCCO, DCSD, DCSS, DMHC, ENERGY, OSHPD, PERB, & POST — 9 a.m. - 4 p.m.

• R18 COA Working Session – CHP, BOPC, CDTFA, & BOE — 1 p.m. - 4 p.m.

AUGUST 7

• R18 COA Working Session – DSS, SCDD, CHHS, & GOV — 9 a.m. - 12 p.m.

• R18 COA Working Session – CalHR, SPB, CACOMP, TRANS, & STA — 1 p.m. - 4 p.m.

AUGUST 8

• R18 COA Working Session – OPR & JUD/CJP — 9 a.m. - 12 p.m.

• R18 COA Working Session – CWDB & CLRC — 1 p.m. - 4 p.m.

AUGUST 9

• R18 COA Working Session – ARB, CalEPA, & COVCA — 9 a.m. - 12 p.m.

• R18 COA Working Session – SLC, DPC, NAHM, & CPUC — 1 p.m. - 4 p.m.

AUGUST 10

• R18 COA Working Session – OES — 9 a.m. - 10:30 a.m.

• R18 COA Working Session – HCD — 9 a.m. - 12 p.m.

• R18 COA Working Session – DOI — 10:30 a.m. - 12 p.m.

• R18 COA Working Session – DBO & SOS — 1 p.m. - 4 p.m.

AUGUST 14

• R18 COA Working Session – DIR & SWRCB — 9 a.m. - 12 p.m.

• R18 COA Working Session – DOR & STO BCAs — 1 p.m. - 4 p.m.

AUGUST 15

• Monthly FI$Cal User Community Forum (DGS) — 1:30 p.m. - 3 p.m.

AUGUST 18

• FI$Cal Customer Impact Committee Meeting — 1:30 p.m. - 2:30 p.m.

Visit the Events Calendar on the FI$Cal Resources Page.

AUGUST 2017 EVENTS CALENDAR

Information Security is a priority at FI$Cal. When working with the FI$Cal Service Center (FSC) it is important that our clients remember to be careful with the data they are sharing when emailing the FSC. The following tips will help you protect the privacy of your department’s data:

• Do not share your login credentials with anyone.

• Do not email sensitive or confidential data to the FSC.

• Consider what you are sending – ensure confidential data is not contained in a screenshot or image.

• If your issue involves sensitive data, please call the FSC for assistance in redacting the data prior to submitting a ticket.

• Consider contacting the FSC and requesting a WebEx session. It may speed up issue resolution.

If you have additional questions, you can contact the FSC by phone, toll-free, at (855) FISCAL0 (855-347-2250), or by email.

Data Privacy: Working with the FSC

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Reminder: University of FI$Cal Has a New URL The University of FI$Cal (formerly the FI$Cal Training Academy (FTA) has a new URL.

If you previously had the FTA URL bookmarked on your computer, you should delete that

bookmark so that you do not encounter any issues when trying to use the new URL: https://fiscal.netdimensions.com/ekp/servlet/ekp/login?getnews=Y.

If you have questions regarding accessing the University of FI$Cal, please call 916-576-1250 or email fiscal.cmo@fiscal.ca.gov.

Cathy started with SCO in 1998 and has held various positions within the department including FI$Cal Accounting Lead, SCO Business Lead and, most recently, Assistant PBE.

Cathy has a Bachelor of Science in Business Administration from the California State University, Sacramento.

Susan Hansen was appointed in May as the Finance PBE working on FI$Cal. Susan had been Finance’s acting PBE since August 2016 and has over 27 years of budget, accounting, and accounting policy experience in California state government.

In addition to the SCO and Finance PBEs, Shela Tobias-Daniel became

acting PBE for STO in July. Shela has been with STO for 17 years and has been working for STO at FI$Cal for over five years.

Thank you to our previous PBEs; Andre Rivera from STO, Laurye Brownfield from SCO and Terrie Tatosian from Finance for their dedication to FI$Cal.

Partner Business Executive ChangesContinued from Page 1

Final Weekend Push to Go Live

FI$Cal staff worked both Saturday and Sunday before the July 10 Go Live to make sure everything was ready for our 2017 departments to onboard.