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Jean Gill, Assistant Controller, Financial Services / Accounting
Chancellor’s Office
April 23, 2015
Learning Objectives
• To share sites that complement today’s sessions.• To highlight other sites that may interest you.
April 2015 Year-End Legal Training 2
Resource for FIRMS – and much more!
• Your goal: to get to the main FIRMS page.• How:• On calstate.edu: key word search “firms
submission dates”.
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Key word search: “firms submission dates”
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Your screen will refresh to:
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Get to the main FIRMS page:
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Note the choices on the left side…
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The ‘standards and rules’ menu option…
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The FIRMS ‘data dictionary’
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What’s in the ‘data dictionary’?
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Resources for Systemwide Revenue Bonds• From the main FIRMS page:
• Get an overview from the audited financial statements. • Follow ‘financial statements’ on left side menu.
• Get more details in the Legal Basis Accounting Manual.• Chapters 17 to 22.
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The ‘financial statements’ menu option…
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Getting to the SRB audit report…
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SRB’s annual audit report
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Now let’s find the Legal Manual…
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Getting to the Legal Manual…
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Chapters in the Legal Manual…
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Resource for Faculty Release Time
• Chapter 23 in the Legal Basis Accounting Manual.• A short write-up to get you started…
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Chapter 23? Cost Recovery?
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Key word search: “faculty release time”
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Resources for Data Warehouse
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Data Warehouse (cont.)
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Data Warehouse user guides
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Resources for Lottery
• Your goal: to get to the main Lottery page.• How:• On CSYou• Navigation:
• Divisions and Organizations• Business and Finance• Systemwide Budget Office
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On CSYou, go to Div’s and Org’s…
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Your screen will refresh to…
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The lottery page…
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Resources for Timeline
• Remember that main FIRMS page?• This year’s Master Timeline is there.• Let’s go back and find it.
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Get back to the main FIRMS page
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Follow the ‘workshop’ menu option…
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Master Timeline is here
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Other sites that may interest you…
• Financing and Treasury’s home page.• For example: Bond sale documents
• How to get there:• On calstate.edu, key word search “financing and
treasury”
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Word search to get to F&T’s page
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Your screen will refresh to…
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Finance and Treasury’s home page
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Last year’s SRB bond sale
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Sample of a CSU ‘official statement’
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Other interesting pages within CSU…
• Board of Trustees agendas/minutes • On calstate.edu: key word search “BOT”• Select “Agendas and Notices” on left menu.• Select “full agenda” at bottom of committee list.
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Other CSU resources – granular level
• Topical training videos• https://
csyou.calstate.edu/Employee-Resources/training/financial- services-training/Pages/default.aspx
• Notes to FSAC meetings• https://
csyou.calstate.edu/Divisions-Orgs/AGA/FSAC/meeting-minutes-notes/Pages/default.aspx
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Interesting State sites
• Department of Finance• State Pro Rata site http://
www.dof.ca.gov/FISA/PROSWCAP/ProRata_overview.htm• State Budget site http://
www.documents.dgs.ca.gov/osp/governorsbudget/pdf/09152014132466_FinBudSum1.pdf
• FI$Cal – State implementation of PeopleSoft http://www.fiscal.ca.gov/
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