Jeff Atwater | CFO

About Us

The Prologue to the Florida PALM Story illustrates the history and legacy of Florida Accounting and Information Resource (FLAIR) and Cash Management System (CMS) systems. Take a step back in time, to the beginning of our story.

Florida PALM Prologue – color – 8.5 x 14

The Florida PALM Story presents the State of Florida’s journey to replace the State’s accounting and cash management systems. This transformation begins with the State’s current systems, FLAIR and CMS, and moves through the implementation of a new, modern financial management solution (FMS).

Florida PALM Storyboard – color – 8.5 x 14

The Florida PALM Project is a multiyear endeavor to replace the State’s accounting and cash management systems with a modern financial management solution. The Florida PALM Project has a timeline that is broken down into distinct periods:

  • Phase 1 – Initial Florida PALM functionality will be implemented
    • Pilot Wave – Selected agencies will transition to Florida PALM
    • Agency Solution Confirmation – A focus will be placed on readiness activities for the next Waves
    • Wave 1 – Approximately half of the remaining agency users will transition to Florida PALM
    • Wave 2 – All remaining agency users will transition to Florida PALM
    • Wave 3 – Payroll functionality will be implemented for all agencies
  • Phase 2 – Remaining Florida PALM functionality will be implemented for all agencies
  • Production Support – Provides maintenance and support services of the production Florida PALM Solution upon deployment.

Since the Project inception in 2014, the Florida PALM Project has leveraged the FLAIR Study and General Appropriations Act (HB-5001 (2014), SB 2500-A (2015) HB 5001 (2016) and supporting implementation bills to establish the Florida PALM Project’s scope and implementation strategies for Pre-DDI. The Florida PALM Project also created strategy related documents that helped formulate a more comprehensive understanding on the results needed for Pre-DDI. The list below communicates the Florida PALM Project’s implementation priority and Track responsibility during Pre-DDI.

  1. The Business Process Standardization (BPS) Track has been responsible for business process standardization activities and creating functional requirements for the financial management solution.
  2. The Organizational Change Management (OCM) Track has been responsible for developing and executing change management strategies in preparation for the new financial management solution.
  3. The Project Management Office (PMO) Track has been responsible for developing and executing project management strategies and responsible for the procurement activities to acquire support services and the new financial management solution.
  4. The Systems and Data Strategy (SDS) Track has been responsible for developing and executing technical strategies for the new financial management solution.

The Florida PALM Project is under the direction of the Florida Department of Financial Services (DFS) and the State of Florida’s Chief Financial Officer (CFO). DFS serves as the owner of both Florida Accounting Information Resources (FLAIR) and Cash Management System (CMS), and these systems are part of the Florida Financial Management Information System (FFMIS) created under  Section 215.93, Florida Statute.

Project Organization

The Florida PALM Project is organized into four workstreams (Tracks) that are staffed to simultaneously support the mission of the Project.

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