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Division Director

Paul Whitfield

Assistant Directors

Rachael Lieblick

Mark Merry


Accounting and Auditing
200 East Gaines Street
Tallahassee, FL 32399-0318

(850) 413-5510

Office of FL Financial Ed Logo

JOB AIDS FOR STATE AGENCY PERSONNEL

The Office of Florida Financial Education provides state agencies and vendors with resources and effective instructional programs to enable them to have greater knowledge, skills, and responsibility for financial management and accurate reporting of the state’s resources in order to provide services to the citizens of Florida.

Each training and job aid is labeled with an icon showing if the course is a foundational topic, an intermediate topic, or an advanced topic.  Icons will also identify the format of the training as instructor-led, online training, or printable job aid.

Training levels iconTraining format icon

 

The following job aids are available to all state agency personnel.

STATE TRAINING AND TRACKING SYSTEM (STATS) REGISTRATION

Foundational Training
Printable Job Aid

This job aid gives instructions for how to register with the STATS Learning Management System to access online training available from the Office of Florida Financial Education.

State Training and Tracking System (STATS) Registration Job Aid

   
     

YEAR-END RECEIPTS PROCESSING

Intermediate Training
Printable Job Aid

This PowerPoint training was developed to provide information on how to process FLAIR entries when deposits are not verified on June 30th.

Year End Receipts Processing Training

   
     

YEAR-END MARKING OF SUBSIDIARIES

Advanced Training
Printable Job Aid

This job aid gives instructions on how to use the CF function in FLAIR to choose to have subsidiary files marked, or not marked, on June 30th and to indicate if your agency want to have a fixed capital outlay file created or not.  Please note that choices have to be made using this function by June 30th of each year.

Year End Marking of Subsidiaries Job Aid

   
     

YEAR-END Calendar

Foundational Training Printable Job Aid

This job aid identifies key dates and deadlines that agencies need to be aware of for processing items at year end and during dual year processing.

   

Year End Calendar Job Aid

   
     

New Account Code Function

Advanced Training Printable Job Aid

This job aid gives step-by-step directions to use the New Account Code (NA) function in FLAIR.  This function is used to convert LAS/PBS codes to 29-digit account codes, to add IBI and revenue categories to account codes, and to approve additions and send to DFS, Division of Accounting & Auditing for review and approval in order to have the new account codes added to the Account Description File.

   

New Account Code Function Job Aid

   
     

agency representations

Advanced Training Printable Job Aid

This job aid identifies the various representations, checklists and certifications required by DFS. This information is designed to help Agency Management understand the purpose of each tool.

   

Agency Representations Job Aid

   
     

SUBMISSION OF FLORIDA SUBSTITURE FORM W-9

Foundational Training
Printable Job Aid

This job aid provides information to State Agency personnel regarding how a vendor may submit or update Substitute Form W-9 information to the State of Florida and how to verify a vendor’s W-9 status using MyFloridaMarketPlace (MFMP), Information Warehouse (IW) or the Vendor-Statewide File (VS) in FLAIR.

Submission of Florida Substitute Form W-9 Job Aid

   
     

TAX IDENTIFICATION NUMBER (TIN) MATCHING PROCESS & FORM 1099 REPORTING AND CORRECTIONS

Foundational Training
Printable Job Aid

This job aid provides information to State Agency personnel regarding the TIN matching process and discusses 1099 reporting and how to submit corrections to 1099 reportable payments.

TIN Matching & Form 1099 Reporting and Corrections Job Aid

   
     

STATEWIDE VENDOR FILE RECORD SEARCH

Foundational Training
Printable Job Aid

This job aid gives step-by-step directions to perform a search in the Vendor-Statewide File (VS) using any one of the three options available; search by vendor ID, search by vendor name, and search by W-9 name.

Statewide Vendor File Record Search Job Aid

   
     

REPORT DISTRIBUTION SYSTEM (RDS) VIEWING & PRINTING TIPS

Foundational Training
Printable Job Aid

This job aid provides instruction for how to view reports in the RDS library and how to print reports.

RDS Viewing & Printing Tips Job Aid

   
     

REPORT DISTRIBUTION SYSTEM (RDS) FIND & SEARCH COMMANDS

Foundational Training
Printable Job Aid

This job aid provides instruction for how to use the find and search commands when viewing a report in RDS.

RDS Find & Search Commands Job Aid

   

 

Office of Florida Financial Education

DFSFinancialEd@myfloridacfo.com

850-413-3027