Common Financial System (CFS) Design Team
The Design Team for the Common Financial System has been charged with developing a fully configured, enriched, common baseline prototype built on a single database platform for the CMS Financial application using the San Luis Obispo Finance 9.0 baseline as the starting point. The members of the Design Team are: Sherry Pickering and Lily Wang from the Chancellor’s Office, Kendal Chaney-Buttleman of Sacramento State, Becka Paulsen from San Jose State University, Debbie Brothwell of CalPoly, Chris Xanthos of California State University Northridge, Letitia Coate of Sonoma State University, Michelle Norton and Georgia Forman from CMS, and Elaine Kist and Phil Stella from Io Consulting.
The website will be updated to reflect teleconference information and documents as they become available. In addition a link has been provided for you to submit any questions to the Team.
All documents are posted as Microsoft Word unless otherwise indicated.
Position Papers
- Auxiliary Organizations (04/15/09)
- Campus Business Unit Summary
(.xls) (09/11/09) - Chart of Accounts (07/06/09)
- Department Attribute Key (DAT) and Project Attribute Key (PRAT) Analysis (07/07/09)
- Job Scheduling Strawman (05/19/09)
- Security Strawman (06/12/09)
- Sponsored Programs (07/28/09)
- Third Party Interfaces (05/28/09)
Design Team Agendas
Agendas for Design Team Sessions held
February - August, 2009
- GL Business Area
- Purchasing Business Area
- AP Business Area
- AR/BI Business Area
- AM & GAAP Business Area
Modification Specifications
- CFS Campus Modifications (.xls) (10/12/09)
- CFS FIS 90 Mod Log (.xls) (05/18/10)
Other Documents
- Accounting for Assets in Legal/GAAP (.xls) (07/15/09)
- AM Interview Summary (.xls) (08/25/09)
- AR/BI Interview Summary (.xls) (09/01/09)
- AP Interview Summary (.xls) (08/23/09)
- GL Interview Summary (.xls) (06/15/09)
- PO Interview Summary (.xls) (08/31/09)
Presentations
- CFS Chart of Accounts/Conversion (.ppt) (05/04/09)
- Design Team Debrief (.ppt) (08/26/09)