Jeff Atwater | CFO

Meetings & Workshops

Engagement with State of Florida agencies, other states, universities, colleges, cities, and public sector entitles has and will continue to facilitate the successful design and implementation of Florida PALM. The Project uses interactive meetings, workshops, and workgroups to engage and collaborate with Project stakeholders. Links to meeting and workshop information can be found below. Select the meeting to view all associated logistics, materials, and information.

Fiscal Year 18-19

All Agencies Confirmation Sessions

All Agencies Confirmation sessions are designed to walk agency representatives through the draft business process models.

Session 1 - Accounting Management and Financial Reporting; Budget Management; Cash Management

May 7, 2019
Agenda

May 15, 2019

Session 2 - Disbursement Management; Asset Accounting and Management

May 8, 2019

May 16, 2019

Session 3 - Treasury Management; Revenue Accounting; Accounts Receivable

May 9, 2019

May 14, 2019

Representative Agencies Workgroups

Representative Agency Workgroups are designed to review and discuss draft designs for specific business process groupings.

Representative Agencies Workgroup Kickoff Meeting

February 21, 2019
Agenda | Presentation | Meeting Minutes

Account Management and Financial Reporting
Accounts Receivable
Asset Accounting and Management
Budget Management
Cash Management
Disbursements Management
Revenue Accounting
Treasury Management
Leading Practice Workshops

The leading practice workshops, through engagement of agency stakeholders, will address key business design items, make recommendations for decisions on how those items should be addressed, and provide this guidance to the subsequent Florida PALM Solution design activities. You can find the final report in the Leading Practice Decisions and Outcomes.

Chart of Account Designs
Wednesday, December 5, 2018
Agenda|Pre-Read Materials|Presentation Materials

Approach for Managing Customer Records
Tuesday, December 11, 2018
Agenda
|Pre-Read Materials|Presentation Materials

Billing and Accounts Receivable Chain of Activities
Tuesday, December 11, 2018
Agenda
|Pre-Read Materials|Presentation Materials

Accounts Payable Chain of Activities
Wednesday, December 12, 2018
Agenda|Pre-Read Materials|Presentation Materials

Approach for Reporting and Business Intelligence
Wednesday, December 19, 2018
Agenda|Pre-Read Materials|Presentation Materials

Leading Practices Workshop Results
Wednesday, March 13, 2019
Leading Practices Workshop Results

 

Archived Meetings and Workshops

Fiscal Year 18-19
October 29, 2018
The Florida PALM Project provided a presentation on Project procurement activities and lessons learned. The Procurement and Contracts of Projects
October 2, 2018
The Florida PALM Project provided a presentation on the Florida PALM Solution. Associated Industries of Florida IT Council Meeting
Fiscal Year 17-18
No workshops or meetings.
Fiscal Year 16-17
October 28, 2016
The Florida PALM Project provided a status update for the Project. Project Update
September 30, 2016
The Florida PALM Project provided a status update for the Project. Project Update
August 26, 2016
The Florida PALM Project provided a status update for the Project. Project Update
August 19, 2016
The Florida PALM Project Team met with the People First Team for a collaboration meeting. Meeting Summary
July 29, 2016
The Florida PALM Project provided a status update for the Project. Project Update
Fiscal Year 15-16
June 24, 2016
The Florida PALM Project provided a status update for the Project. Project Update
June 2016 – Level 2 Payroll Process Model and Business Requirements Workshops
To support the agency review period for the Florida PALM’s draft Cycle 3 Payroll Business Requirements and Level 2 Standardized Business Process Model – Version 2.0, the Florida PALM Project hosted optional Workshop Meetings. These interactive meetings were an opportunity for agency payroll and accounting staff to learn about the proposed future Payroll business processes and to ask questions about the material posted on the Florida PALM web site in advance of this meeting.
Workshop Summary Report | Attendee Survey Summary Report
Wednesday, June 1, 2016 9 – 11 a.m. Presentation
Thursday, June 2, 2016 1:30 – 3:30 p.m. Presentation
May 27, 2016
The Florida PALM Project provided a status update for the Project. Project Update
May 2016 – AST/DFS Data Management Meeting
The Florida PALM Project held a status update meeting on the Florida PALM Data Management Plan (DMP) development. During the meeting, the Project’s collaboration efforts were discussed with the Agency for State Technology (AST). Meeting Summary
April 29, 2016
The Florida PALM Project provided a status update for the Project. Project Update
April 6, 2016
The Florida PALM Project Team met with the MFMP Team for a collaboration meeting. Meeting Summary
March through June 2016 – Cycle 3 Business Requirements Workgroups
During the Cycle 3 Requirements Workgroups, the Florida PALM Project Team conducted a series of meetings and activities within the Budget and Payroll Process Areas. These activities were focused on developing the Cycle 3 Business Requirements, along with collaborating with stakeholder groups to standardize and update both the Budget and Payroll Process areas. Workgroup Summary Report
March 25, 2016
The Florida PALM Project provided a status update for the Project. Project Update
March 9, 2016
The Florida PALM Project Team met with the MFMP Team for a collaboration meeting. Meeting Summary
February 26, 2016
The Florida PALM Project provided a status update for the Project. Project Update
February 16, 2016
The Florida PALM Project Team met with the People First Team for a collaboration meeting. Meeting Summary
January 29, 2016
The Florida PALM Project provided a status update for the Project. Project Update
January 19, 2016
The Florida PALM Project Team met with the People First Team for a collaboration meeting. Meeting Summary
December 18, 2015
The Florida PALM Project provided a status update for the Project. Project Update
December 8, 2015
The Florida PALM Project Team met with the MFMP Team for a collaboration meeting. Meeting Summary
December 1, 2015
The Florida PALM Project Team met with the People First Team for a collaboration meeting. Meeting Summary
November 2015 – Functional Requirements Office Hours - November 19
The Florida PALM Project held Functional Requirements Office Hours for state agencies, where all agency coordinators and subject matter experts could collaborate with Project Team members directly on questions related to the functional portion of the Cycle 1 Business Requirements. All state agencies were invited to participate in this virtual event.
Meeting Summary
November 2015 – Functional Requirements Office Hours - November 12
The Florida PALM Project held Functional Requirements Office Hours for state agencies, where all agency coordinators and subject matter experts could collaborate with Project Team members directly on questions related to the functional portion of the Cycle 1 Business Requirements. All state agencies were invited to participate in this virtual event.
Meeting Summary
November 2015 – Technical Requirements Office Hours - November 19
The Florida PALM Project held Technical Requirements Office Hours for state agencies, where all agency coordinators and subject matter experts could collaborate with Project Team members directly on questions related to the technical portion of the Cycle 1 Business Requirements. All state agencies were invited to participate in this virtual event.
Meeting Summary
November 2015 – Technical Requirements Office Hours - November 12
The Florida PALM Project held Technical Requirements Office Hours for state agencies, where all agency coordinators and subject matter experts could collaborate with Project Team members directly on questions related to the technical portion of the Cycle 1 Business Requirements. All state agencies were invited to participate in this virtual event.
Meeting Summary
November 2015 – Technical Requirements Workgroup Meetings
To continue supporting the agency review period for Florida PALM’s technical Cycle 1 Business Requirements, the Florida PALM Project hosted optional Requirements Workgroup Meetings. These highly interactive meetings were an opportunity for technical coordinators and agency personnel involved in the technical requirements review process to get their questions answered from the Project Team. The meetings and the requirements categories covered are listed below. Click here for a list of all categories
Workgroup Summary Report | Attendee Survey Summary Report
Enterprise Security, Reporting, and Business Intelligence & Analytics Wednesday, Nov. 4, 2015 9 a.m. – 12 p.m. Presentation | Meeting Summary
Data Management, Support, Operations Management, and Transaction System Thursday, Nov. 5, 2015 1:30 – 4:30 p.m. Presentation | Meeting Summary
General System, Integration Architecture, and Workflow and User Interface Friday, Nov. 6, 2015 1:30 – 4:30 p.m. Presentation | Meeting Summary
November 13, 2015
The Florida PALM Project Team met with the MFMP Team for a collaboration meeting. Meeting Summary
October 30, 2015
The Florida PALM Project provided a status update for the Project. Project Update
October 16, 2015
The Florida PALM Project provided an overview and status update for the Project to state agency CIOs. Project Update
October 2015 – Technical Requirements Review Kickoff Meeting
All state agencies were invited to attend this kickoff meeting for Technical Requirements Review Coordinators. The meeting introduced the Florida PALM Project to attendees and reviewed the technical requirements review process for agencies. Presentation | Workshop Summary Report | Attendee Survey Summary Report
October/November 2015 – Functional Requirements Workgroup Meetings
To continue supporting the agency review period for Florida PALM’s functional Cycle 1 Business Requirements, the Florida PALM Project hosted optional Requirements Workgroup Meetings. These highly interactive meetings were an opportunity for functional coordinators and agency personnel involved in the functional requirements review process to get their questions answered from the Project Team. The financial management process area and business requirements categories covered in the meetings are listed below.
Cycle1 Business Requirements Categories | Workgroup Summary Report | Attendee Survey Summary Report

Record to Report (R2R)
General Ledger
Monday, Oct. 26, 2015 9 a.m. – 12 p.m.
Presentation 
Meeting Summary

Budget Preparation to Reversion (BUD)
Budget Management
Tuesday, Oct. 27, 2015 1:30 – 4:30 p.m.
Presentation 
Meeting Summary

Procurement to Payment (P2P) – Part 1
Accounts Payable, Contracts, and Travel
Wednesday, Oct. 28, 2015 9 a.m. – 12 p.m.
Presentation Meeting Summary

Procurement to Payment (P2P) – Part 2
Accounts Payable, Contracts, and Travel
Tuesday, Nov. 3, 2015 9 a.m. – 12 p.m.
Meeting Summary

Grant Application to Closeout (GAC)
Grants
Thursday, Oct. 29, 2015 9 a.m. – 12 p.m.
Presentation Meeting Summary

Asset Acquisition to Disposal (A2D)
Asset Management
Monday, Nov. 2, 2015 9 a.m. – 12 p.m.
Presentation Meeting Summary

Accounts Receivable/Billing to Receipt (ARB), Cash Inflow to Outflow (CSH), and Treasury Management (TRM)
Accounts Receivable and Billing, Cash Management, and Treasury Management
Wednesday, Nov. 4, 2015 1:30 – 4:30 p.m.
Presentation
 | Meeting Summary

Project Development to Closeout (PJT)
Projects
Thursday, Nov. 5, 2015 9 a.m. – 12 p.m.
Presentation 
Meeting Summary

September 29, 2015
The Florida PALM Project Team met with the MFMP Team for a technical collaboration meeting. Meeting Summary
September 25, 2015
The Florida PALM Project provided a status update for the Project. Project Update
September 25, 2015
The Florida PALM Project Team met with the People First Team for a collaboration meeting. Meeting Summary
September 18, 2015
The Florida PALM Project provided an overview and status update for the Project to state agency CIOs. State agencies will be provided an opportunity to review both the technical and functional requirements for the Project, and technical requirements review coordinators will be selected by agency CIOs. Presentation
September 2015 – Level 2 and Functional Requirements Review Workshops
The Florida PALM Project invited agency personnel to attend a Level 2 and Functional Requirements Review Workshop. The Project Team shared information with state agencies about the State’s proposed future financial management processes through these iterative workshops. During the Level 2 and Requirements Review Workshops, the Project Team:

  • Reviewed updates to the Level 2 process flows and narratives based on agency feedback since the June 2015 Workshops,
  • Discussed common themes received in the Level 2 Process Evaluation Questionnaires completed by agencies in July 2015, and
  • Provided an overview of the planned business requirements review process.

Four sessions of the same workshop were offered:

  • Tuesday, Sept. 22, 2015 from 10 a.m. – 12:30 p.m.
  • Wednesday, Sept. 23, 2015 from 1:30 p.m. – 4 p.m.
  • Monday, Sept. 28, 2015 from 1:30 p.m. – 4 p.m.
  • Tuesday, Sept. 29, 2015 from 10 a.m. – 12:30 p.m.

PresentationWorkshop Summary Report | Attendee Survey Summary Report

August 29, 2015
The Florida PALM Project provided a status update for the Project. Presentation | Project Update
August 4, 2015
July 31, 2015
The Florida PALM Project provided a status update for the Project. Project Update
July 28, 2015
The Florida PALM Project Team met with the MFMP Team for a collaboration meeting. Meeting Summary
Fiscal Year 14-15
June 2015 – Level 2 Workshops
DFS sought input on proposed standardized business processes from state agencies through Workshops held in June 2015 and a Process Evaluation Questionnaire (PEQ). The Workshops were an opportunity for agency personnel to hear an overview and receive necessary information on the proposed future financial management processes to allow them to provide feedback on the proposed future financial management process on behalf of their agency through the PEQ. They were not designed to be training sessions on the new processes. Workshop Summary Report | Attendee Survey Summary Report Draft process narratives and workflows were provided for nine of the Process Areas.
Process Narrative Key Terms

Asset Acquisition to Disposal (A2D)
Process Narrative | Process Workflow

Accounts Receivable / Billing (ARB)
Process Narrative | Process Workflow

Budget Preparation to Reversion (BUD)
Process Narrative | Process Workflow

Cash Inflows to Outflows (CSH)
Process Narrative | Process Workflow

Grant Application to Closeout (GAC)
Process Narrative | Process Workflow

Procurement to Payment (P2P)
Process Narrative | Process Workflow

Project Development to Closeout (PJT)
Process Narrative | Project Workflow

Record to Report (R2R)
Project Narrative | Project Workflow

Treasury Management (TRM)
Process Narrative | Process Workflow

Pre-Workshop materials were provided to give attendees a basic understanding of the Business Process Standardization (BPS) activities completed prior to the Workshop. Pre-Workshop Presentation All Workshops were concluded on June 17, 2015 and presentations from the Workshops are available below.
PALM 100 – Payment Processing for Goods and Services (PALM 100 presentation)

Key Topics
  • Establish Accounting Structure
  • Perform Procurement / Establish Obligation
  • Initiate Payment
  • Execute Payment
  • Manage Resources
Process  Areas Discussed
  • General Ledger / Record to Report
  • Budget Preparation to Reversion
  • Procurement to Payment
  • Asset Acquisition to Disposal
  • Project Development to Closeout
  • Grant Application to Closeout
  • Cash Inflows to Outflows
  • Treasury Management
  • Payroll Hire to Separation
PALM 200 – Receipt Processing for Funds Received (PALM 200 presentation)
Key Topics
  • Establish Accounting Structure
  • Perform Services / Identify Amount Owed
  • Receive Funds
  • Manage Resources
Process Areas Discussed
    • General Ledger / Record to Report
    • Budget Preparation to Reversion
    • Accounts Receivable / Billing
    • Project Development to Closeout
    • Grant Application to Closeout
    • Cash Inflows to Outflows
    • Treasury Management
April through May 2015 – Level 2 Workgroups
Subject Matter Experts (SMEs) from state agencies participated in the development and review of the Project’s proposed standardized business processes for the ten process areas below. The meeting summaries from the Level 2 Workgroups are available below.
Workgroup Summary Report | Attendee Survey Summary Report

Accounts Receivable/Billing to Receipt (ARB)
April 30, 2015 Meeting 1 Summary
May 6, 2015 Meeting 2 Summary
May 13, 2015 Meeting 3 Summary

Asset Acquisition to Disposal (A2D)
May 13, 2015 Meeting 1 Summary
May 19, 2015 Meeting 2 Summary

Budget Preparation to Reversion (BUD)
April 27, 2015 Meeting 1 Summary
May 4, 2015 Meeting 2 Summary
May 11, 2015 Meeting 3 Summary

Cash Inflow to Outflow (CSH)
April 22, 2015 Meeting 1 Summary
April 29, 2015 Meeting 2 Summary
May 28, 2015 Meeting 3 Summary

Grant Application to Closeout (GAC)
April 14, 2015 Meeting 1 Summary
April 21, 2015 Meeting 2 Summary
May 14, 2015 Meeting 3 Summary

Payroll Hire to Separation (PAY)
May 19, 2015 Meeting 1 Summary
May 27, 2015 Meeting 2 Summary

Procurement to Payment (P2P)
April 14, 2015 Meeting 1 Summary
April 27, 2015 Meeting 2 Summary
May 7, 2015 Meeting 3 Summary
May 20, 2015 Meeting 4 Summary

Project Development to Closeout (PJT)
April 15, 2015 Meeting 1 Summary
April 22, 2015 Meeting 2 Summary
May 12, 2015 Meeting 3 Summary

Record to Report (R2R)
April 21, 2015 Meeting 1 Summary
April 28, 2015 Meeting 2 Summary
May 5, 2015 Meeting 3 Summary

Treasury Management (TRM)
May 5, 2015 Meeting 1 Summary
May 12, 2015 Meeting 2 Summary
May 20, 2015 Meeting 3 Summary

November 2014 through February 2015 – Level 1 Workgroups

Subject Matter Experts (SMEs) from state agencies participated in the development and review of the Project’s proposed standardized business processes for the ten process areas below. The meeting summaries from the Level 1 Workgroups are available below.

Accounts Receivable/Billing to Receipt (ARB)
November 21, 2104 Meeting 1 Summary
December 5, 2014 Meeting 2 Summary
January 8, 2015 Meeting 3 Summary

Asset Acquisition to Disposal (A2D)
November 20, 2014 Meeting 1 Summary
December 4, 2014 Meeting 2 Summary
January 7, 2015 Meeting 3 Summary

Budget Preparation to Reversion (BUD)
January 13, 2015 Meeting 1 Summary
January 21, 2015 Meeting 2 Summary
February 4, 2015 Meeting 3 Summary

Cash Inflow to Outflow (CSH)
December 15, 2014 Meeting 1 Summary
January 7, 2015 Meeting 2 Summary
January 14, 2015 Meeting 3 Summary

Grant Application to Closeout (GAC)
December 2, 2014 Meeting 1 Summary
December 17, 2014 Meeting 2 Summary
January 6, 2015 Meeting 3 Summary

Payroll Hire to Separation (PAY)
January 16, 2015 Meeting 1 Summary
February 6, 2015 Meeting 2 Summary

Procurement to Payment (P2P)
December 1, 2014 Meeting 1 Summary
December 16, 2014 Meeting 2 Summary
January 5, 2015 Meeting 3 Summary
January 13, 2015 Meeting 4 Summary

Project Development to Closeout (PJT)
December 3, 2014 Meeting 1 Summary
December 18, 2014 Meeting 2 Summary
January 9, 2015  Meeting 3 Summary

Record to Report (R2R)
January 12, 2015 Meeting 1 Summary
January 23, 2015 Meeting 2 Summary
February 5, 2015 Meeting 3 Summary

Treasury Management (TRM)
January 15, 2015 Meeting 1 Summary
January 22, 2015 Meeting 2 Summary