Idaho State COA Redesign Overview - Leading Practices and Purpose
Redesigning Idaho's chart of accounts (COA) is a crucial step in preparing for the new Luma ERP system. This project aims to implement leading practices in government and business to enhance efficiency, accuracy, and reporting capabilities. The COA redesign focuses on simplicity, expandability, and flexibility to support the state's operations and citizen services effectively.
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Presentation Transcript
Chart of Accounts Agency Build-out Kickoff Meeting March 11-12, 2020
Why We Are Here Today Chart of Accounts (COA) redesign overview Introduce the new State of Idaho COA Begin the socialization process of the new COA Kickoff the COA labs Provide tools for the agency COA build-outs Introduce agency build-out timeline and submission procedures 2
Luma Chart of Accounts Core Team Brent Stigler Glen Tuggle Brandon Purcell Deloitte Finance State Finance ISG Finance Carrie Peterman Tyler Odenath State Deloitte Allocations Lead Finance Support 3
Charts of Accounts Purpose The State of Idaho uses a Chart of Accounts to define each class of items for which funds are spent or received. Creates Building Blocks Maintains Consistency Enables Reporting The COA provides the basic building blocks to support the capture of financial and operational information. The approved dimensions of the COA will be used in a consistent manner by all State agencies. Allows users to prepare reports that meet a variety of reporting needs using COA data. Luma s well-designed COA will increase business value, reduce costs, increase efficiency, and improve customer service. 4
Charts of Accounts Redesign Conduct Business Requirements Assessment Define Key Dimensions related to the COA Confirm Resources Migrate historical Address upstream/ downstream impacts Assess Impacts of Organizational Changes Secure Stakeholder Buy-in data COA Redesign Perform element clean-up and mapping COA Leading Practices Enterprise Driven Designed for the rule, not the exception Scalable Flexible to enable growth Rationalized Lean and use fewest dimensions possible Governed/Controlled Centralized under a governing body Report Driven Support reporting requirements Purpose Driven Single definition, single purpose 5
State of Idaho COA Background Redesigning Idaho s chart of accounts is one of the most strategically important actions the State will take in preparing for the new Luma ERP system. The redesign of the chart of accounts will be based on leading practices in government and business. Idaho s chart of accounts redesign project seeks to: The approach used to develop the new COA design for Idaho will include the following activities. Emphasize simplicity, expandability, and flexibility for the life of the system. Manage operations and provide services to its citizens. Deliver a wide variety of financial and nonfinancial reporting. Capture financial data at a meaningful level of detail to assist agencies in managing its financial resources. Meet the needs of both the State s central control and operating agencies. 1. Chart of Accounts Redesign Workgroup The workgroup will include individuals from a wide variety of State agencies. Survey Key State Agencies The survey will capture information about the State s current COA and its actual use by agencies. It will include questions about pain points for agencies regarding the existing COA. If necessary, follow up interviews will be conducted with State agencies to gather additional insights about pain points . Request Feedback from Selected Software Vendor and Integrator on COA design Best Practices Present the software vendor and integrator with information provided by key State agencies and request feedback on the proposed COA design and its compatibility with their products. Develop COA Governance Model and Maintenance Process A new COA governance model and maintenance process will be developed and reviewed by the Luma Governance Board with final approval by the State Controller. COA review considerations include: standardization, consistency of use across agencies, alignment with industry best practices, and flexibility to meet agency requirements. Develop Final COA Design The final COA design will present the redesigned COA structural elements and governance approach proposed by the State. Additionally, it will include an overview of the rationale of the COA development. 2. 3. 4. 5. 6
Chart of Accounts Key Impact Areas Reporting COA Values and Hierarchies Develop child and parent values for each COA dimension. Build account hierarchies in scope for Luma. Financial balances are pre- aggregated at each parent level in the hierarchy, thus allowing fast and robust account inquiry and drill down. Analyze financial performance and prepare financial reports using COA account data. COA Values & Hierarchies Reporting Mapping Rules Security Rules Define, design, and build the mapping rules for the interfacing applications. Control access to parent and detail values in general ledger (GL) and subledgers. Mapping Rules Security Rules Chart of Accounts Structure Boundary Applications Cross-Validation Rules Assess the impact on boundary applications. Identify, design, and build required process and system changes to support the new COA structure and values. Prevent invalid values to be combined with other values across different dimensions in COA. Cross- Validation Rules Boundary Apps Data Allocations Conversions Data Conversions Allocations Prepare the mapping of COA accounts to the new COA accounts to support the data conversions. Determine the data conversion approach to convert subledger transactions and GL balances using the new COA structure and values. Identify various rate-based, usage-base, and step-down allocations and validate COA structure to support them. 7
Proposed Chart of Accounts Agency: Used to identify the state agency. Account: Used to capture the category of all transactions that affect the balance sheet, statement of revenues, expenditures, and changes in fund balance, and other financial statements. Project: Used to capture transactional data on agency-specific activities or efforts usually with a planned end date. May also be used to silo financial activity into a discrete ledger to simplify reconciliation and record-keeping. For example: cost allocation pools, ongoing billings to outside entities for work performed, co-location and rental agreements. Organizational Unit Agency* Funding Source Location: Used to record transactions to a specific geographic position. Appropriation* Fund Project Additional Reporting: Used to code and track transactions based on agency-specific reporting needs. State of Idaho Additional Reporting Organizational Appropriation: Used to identify a program or segment of an agency for which the legislature has set spending controls. Agency appropriations align with specific State goals and performance objectives. Program Unit* Organizational Unit: Used to identify cost center and its place in an agency s organizational structure. Proposed Chart of Accounts (COA) Fund: Used to identify the accounting entity against which a transaction is recorded. Location Account Fund* Funding Source: Used in conjunction with the Project dimension to indicate the source of the money used to fund a project. This could include federal, state, and local grants, outside entities billed for a service or project, or private grants, etc. Program: Used to identify ongoing agency activities or functions that occur across the organizational structure. Funding Source Account* Project Program * - required field 8
Agency Dimension Used to identify the state agency. Posting Level (Agency) Organizational Unit Agency* Funding Source Agency A Agency B Agency C Appropriation* Fund Project State of Idaho Additional Reporting Organizational Program Unit* Posting Level (Agency) Proposed Chart of Accounts (COA) Dept. of Commerce (220) Dept. of Labor (240) Dept. of H&W (270) Location Account Fund* Funding Source Account* Project Program 9
Project Dimension Used to capture transactional data on agency-specific activities or efforts usually with a planned end date. May also be used to silo financial activity into a discrete ledger to simplify reconciliation and record-keeping. For example: cost allocation pools, ongoing billings to outside entities for work performed, co-location and rental agreements. Summary Level 1 (Project Level 1) Organizational Unit Project Level Agency* Funding Source Appropriation* Fund Project Summary Level 2 (Project Level 2) Project Level State of Idaho Additional Reporting Organizational Program Unit* Proposed Chart of Accounts (COA) Summary Level (Project Level ) Project Level Location Account Fund* Posting Level Funding Source Account* Project Program Project Level 10
Project Dimension Continued Dept. of Commerce Dept. of Labor Dept. of H&W Summary Level 1 (Project Level 1) Federal Grants Federal Grants Federal Grants Summary Level 2 (Project Level 2) Unemployment Ins. Admin Grant (24092100) Ongoing Medicaid Modern. Project (270913000) WIOA Grant (24040000) TANF STEP (270100000) (220200000) Summary Level 3 (Project Level 3) Tax Administration (240210310) Grant 1 (270500000) Grant 2 (270262000) Program Year 1 (220206000) Program Year 2 (220207000) Summary Level 4 (Project Level 4) Activity 1 (220206100) Activity 1 (220207100) Phase 1 (270500100) Phase 1 (270262100) Summary Level 5 (Project Level 5) Activity 1 (270500101) Activity 1 (27062101) 11
Organizational Unit Dimension Used to identify cost center and its place in an agency s organizational structure. Summary Level 1 (Division) Division (1) Organizational Unit Agency* Funding Source Summary Level 2 (Bureau) Appropriation* Fund Project Bureau (10) Bureau (11) Bureau (12) Required levels Summary Level 3 (Section) State of Idaho Additional Reporting Organizational Program Unit* Section (100) Section (110) Section (120) Proposed Chart of Accounts (COA) Summary Level Location Account Fund* Unit (1100) Unit (1101) Unit (1102) Funding Source Account* Project Program Posting Level (Cost Center) Cost Center (7000) Cost Center (7001) Cost Center (7002) Required level 12
Organizational Unit Dept. of Commerce Summary Level 1 (Division) Business Dev & Ops Administration Division (1) Marketing & Administration Division (3) Director (2) Summary Level 2 (Bureau) Business Dev & Ops Administration (10) Marketing & Administration (30) Director (20) Summary Level 3 (Section) Business Dev & Ops Administration (100) Director (200) Marketing & Administration (300) PostingLevel (Cost Center) Business Retention & Expansion (2002) Business Attraction Group (2000) Community Development (2001) Administrative Support (2004) Tourism Development (2006) Grants & Contracts (2005) IGEM Program (2007) Public Information (2008) Business Development & Operations Administrator (3001) Sr. Advisor Econ Development Initiatives (2009) Marketing & Innovation Administrator (3002) International Trade (2003) Director (3000) 13
Organizational Unit Dept. of Labor Summary Level 1 (Division) R&A/Comms/Appeals/Labor Econ Division (3) Accounting/HR/Workforce Division (1) UI/IT/DDS Division (2) Summary Level 2 (Bureau) UI Benefits Technical Bureau (22) UI Adjudication Bureau (21) UI Compliance Bureau (23) Summary Level 3 (Section) UI Technical Services Section (220) UI Operations Section (221) Posting Level (Cost Center) Cost Center (1770) Cost Center (2770) Cost Center (3770) Cost Center (6770) Cost Center (8770) Cost Center (2771) Cost Center (1771) Cost Center (7770) Cost Center (9770) Cost Center (4770) Cost Center (5770) 14
Organizational Unit Dept. of H&W Summary Level 1 (Division) Deputy Director IT, FACS, Welfare (3) Division of IT (1) Division of Welfare (2) Division of FACS (4) Summary Level 2 (Bureau) Policy and Division Support (21) Benefit Field Ops (24) SR/Support Info (22) Child Support (23) Summary Level 3 (Section) Laura s Team (241) Karen s Team (242) Robert s Team (243) Posting Level (Cost Center) Cost Center (1048) Cost Center (1049) 15
Fund Dimension Used to identify the accounting entity against which a transaction is recorded. Summary Level 1 (Fund Type) Organizational Unit Fiduciary Governmental Proprietary Agency* Funding Source Appropriation* Fund Project Summary Level 2 (Subfund Type) General Fund Enterprise Agency State of Idaho Additional Reporting Organizational Program Unit* Proposed Chart of Accounts (COA) Summary Level 3 (Fund) Fund (100) Fund (200) Fund (300) Location Account Fund* Posting Level (Subfund) Subfund (10001) Subfund (20001) Subfund (30001) Funding Source Account* Project Program 16
Fund Dimension Dept. of Commerce Summary Level 1 (Fund Type) Governmental Proprietary Fiduciary Summary Level 2 (Fund Subtype) Special Revenue Fund General Fund Summary Level 3 (Fund) Idaho Travel & Convention (212) Misc. Rev Agreements (349) Seminars & Publications (401) Small Bus Assistance Fund (350) Opportunity Fund (120) General Fund (100) IGEM Grant Fund (214) Federal Grant (348) Posting Level (Subfund) Seminars & Publications (40100) IGEM Grant Fund (21400) Misc. Rev Agreements (34900) Opportunity Fund (12003) Small Bus Assist Fund (35000) Federal Grant (34800) Idaho Travel & Convention (21200) General Fund (10000) 17
Fund Dimension Dept. of Labor Summary Level 1 (Fund Type) Proprietary Governmental Fiduciary Fiduciary Summary Level 2 (Fund Subtype) Special Revenue Fund General Fund Agency Fund Agency Fund Enterprise Fund Summary Level 3 (Fund) Misc. Revenue Agreements (349) Employment Security Fund (Unemployment Comp (514) State Employment Security Admin & Reimb (P & I) (302) Labor, Wage and Labor, Wage and Hour Claims (575) Hour Claims (575) Workforce Dev Training Fund (305) General Fund (100) Posting Level (Subfund) Workforce Training Fund (30500) Unemployment Ins. Clearing Fund (51401) Unemployment Trust Fund (51402) Wage & Hour Claims (57500) General Fund (10000) Serve Idaho (34928) P&I (30200) Employment Security Reserve Fund (51403) Unemployment Ins. Refund Fund (51404) All Other (34931) Special Benefit Pmt. Fund (51431) 18
Fund Dimension Dept. of H&W Summary Level 1 (Fund Type) Proprietary Governmental Fiduciary Summary Level 2 (Fund Subtype) Special Revenue Fund Expendable Trust General Fund Summary Level 3 (Fund) Misc. Revenue Agreements (349) General Fund (150) H&W Trust Account (489) Cooperative Welfare (220) Posting Level (Subfund) Budget Stabilization Fund (15001) Misc Revenue Agreements (34920) Federal (22003) Health Trusts (48902) General Fund (22002) 19
Program Dimension Used to identify ongoing agency activities or functions that occur across the organizational structure. Summary Level 1 (Program Level 1) Program 1 Program 2 Program 3 Organizational Unit Agency* Funding Source Appropriation* Fund Project Summary Level 2 (Program Level 2) Sub-level 1 Sub-level 1 Sub-level 1 State of Idaho Additional Reporting Organizational Program Unit* Proposed Chart of Accounts (COA) Summary Level 3 (Program Level 3) Sub-level 2 Sub-level 2 Sub-level 2 Location Account Fund* Posting Level Funding Source Account* Project Program Posting Level Posting Level Posting Level 20
Program Dimension Continued Dept. of Commerce Summary Level 1 (Program Level 1) General Commerce (22010) Opportunity Fund (22095) Posting Level Community Development (220200) Business Retention & Expansion (220300) Business Attraction (220100) International Trade (220400) Administrative/Fiscal (220500) Tourism Development (220700) Marketing & Public Relations (220900) Grants & Contracts (220600) IGEM (220800) Dept. of Labor Posting Level Unemployment Insurance Administration (24010) Employment Services (24020) Human Rights Commission (24007) Unemployment Insurance Benefits (24014) Wage & Hour Escrow (24000) Wage & Hour (24008) Serve Idaho (24005) 21
Program Dimension Continued Dept. of H&W Summary Level 1 (Program Level 1) Self-Reliance Programs (27010) Self-Reliance Benefit Payments (27020) (Program Level 2) Welfare Administration (270101) Benefits Field Operations (270103) TANF (270102) Work Services (270203) Child Support (270104) Childcare (270202) TAFI Assistance (270201) (Program Level 3) Centralized Mailing (2701010) TANF Subsidized Employment (2701030) Direct Childcare TANF Benefits (2702020) Enhanced Work Services (2702030) Administration (2701020) CSS Non-IVD (2701040) EBT Assistance (2702010) JSAP (2702031) (Program Level 4) TAFI Assistance Supportive Services (27020301) TAFI Work Contracts (27020300) JSAP Other Services (2702310) Cash Assistance (27020100) Fraud Collections (2701021) Refugee TANF Case Management (27020302) 22
Account Dimension Used to capture the category of all transactions that affect the balance sheet, statement of revenues, expenditures, and changes in fund balance, and other financial statements. Summary Level 1 (Account Type) Assets Liabilities Fund Balance Expenditures Revenues Organizational Unit Agency* Funding Source Summary Level 2 (Account Category) Appropriation* Fund Project Operating Costs Personnel Costs Trustee and Benefits Costs Capital Costs Summary Level 3 (Summary Account) State of Idaho Additional Reporting Organizational Employee Benefits Gross Salaries and Wages Program Unit* Proposed Chart of Accounts (COA) Summary Level 4 (Account) Student (5003) Employees (5001) Shift Differential (5002) Location Account Fund* Posting Level (Posting Account) Funding Source Account* Project Program Full-time Employees (500101) Part-time Employees (500102) 23
Account Dimension Continued Used to capture the category of all transactions that affect the balance sheet, statement of revenues, expenditures, and changes in fund balance, and other financial statements. Summary Level 1 (Account Type) Assets Liabilities Fund Balance Expenditures Revenues Organizational Unit Agency* Funding Source Summary Level 2 (Account Category) Appropriation* Fund Project Other Assets Non-Current Assets Restricted Assets Current Assets Summary Level 3 (Summary Account) State of Idaho Additional Reporting Organizational Due From Other Entities Program Unit* Prepaid Items Proposed Chart of Accounts (COA) Summary Level 4 (Account) Prepaid Rent (1060) Prepaid Utility (1061) Location Account Fund* Posting Level (Posting Account) Funding Source Account* Project Program Retail Store Space (106002) Office Space (106001) 24
Location Dimension Used to record transactions to a specific geographic position. Can be flat or have multiple levels within a hierarchy. Posting Level (Location) Location 1 Location 2 Location 3 Location 4 Organizational Unit Agency* Funding Source Dept. of Commerce - Posting Level (Location) 220Boise Appropriation* Fund Project Dept. of Labor - Posting Level (Location) 240StMar 240Sandpt 240Boise 240Annex 240IAB 240Cldwll State of Idaho Additional Reporting Organizational Program Unit* Proposed Chart of Accounts (COA) 240Burley 240Orofino 240Twin 240Salmon 240Lewistn 240IF Dept. of H&W - Posting Level (Location) 270Central 270Pndery 270CDA 270Kellogg 270Moscow 270Lewistn Location Account Fund* 270Payette 270Cldwell 270Nampa 270Boise 270MtnHm 270TFalls Funding Source Account* Project Program 270Blckfoot 270Pocatlo 270Preston 270Salmon 270Rxburg 270Burley 25
Additional Reporting Dimension Used to code and track items based on agency-specific reporting needs. Can be flat or have multiple levels within a hierarchy. Posting Level (Additional Reporting) Organizational Unit Agency* Funding Source Additional Reporting (24034) Additional Reporting (120A15) Additional Reporting (270AB15) Additional Reporting (270ABC56) Appropriation* Fund Project Posting Level (Additional Reporting) State of Idaho Additional Reporting Organizational Food Services (240FoodSvcs) Religious Services (120ReligSvcs) Cyber Security (270CyberSec) Deer Feeding (270DeerFeed01) Program Unit* Proposed Chart of Accounts (COA) Annual Manager s Meeting (120MgrMtg2020) Travel Out of State (240TrvlOOS) International Travel (270ntlTrvl) Opioid Prevention (270OpPre2020) Location Account Fund* Funding Source Account* Project Program 26
Appropriation Dimension Used to identify a segment of an agency for which the legislature has set spending controls. Agency appropriations align with specific State goals and performance objectives. Summary Level 1 (State Goal) Organizational Unit Health and Human Services (30) Agency* Funding Source General Government (10) Economic Development (50) Natural Resources (60) Public Safety (20) Education (40) Appropriation* Fund Project Summary Level 2 (State Objective) State of Idaho Objective (13) Objective (12) Objective (11) Additional Reporting Organizational Program Unit* Proposed Chart of Accounts (COA) Posting Level (Appropriation) Location Account Fund* Appropriation (AABB) Appropriation (AABC) Appropriation (ABCD) Funding Source Account* Project Program Appropriation (AAAB) Appropriation (AACC) Appropriation (AABC) 27
Appropriation Dimension Continued Dept. of Labor Dept. of H&W Dept. of Commerce Summary Level 1 (State Goal) Summary Level 1 (State Goal) Summary Level 1 (State Goal) Economic Development (50) Economic Development (50) Health & Human Services (30) Summary Level 2 (State Objective) Summary Level 2 (State Objective) Summary Level 2 (State Objective) Economic Development (51) Employment & Rehab Services (53) Behavioral Health (36) Posting Level (Appropriation) Posting Level (Appropriation) Posting Level (Appropriation) HWGC EMUI EMLO EMAD HWGB HWGD CDAA CDAD EMAR EMAJ EMAB HWGE HWGF HWGH 28
Funding Source Dimension Used in conjunction with the Project dimension to indicate the source of the money used to fund a project. This could include federal, state, and local grants, outside entities billed for a service or project, or private grants, etc. Organizational Unit Summary Level 1 (Type of Funding Source) Agency* Funding Source Federal Grant State Grant Private Grant Local Grant Appropriation* Fund Project Summary Level 2 (Issuing Entity) State of Idaho Additional Reporting Organizational Program Unit* Health and Human Services Proposed Chart of Accounts (COA) US Dept of Labor HUD Posting Level (Funding Source) Location Account Fund* Federal Grant Federal Grant Federal Grant Funding Source Account* Project Program 29
Funding Source Dimension Dept. of H&W Dept. of Labor Dept. of Commerce Summary Level 1 (Type of Funding Source) 1-Federal Grant 1-Federal Grant 1-Federal Grant Summary Level 2 (Issuing Entity) Housing and Urban Development (104) Health & Human Services (101) Small Business Association (105) US Dept. of Labor (100) USDA (110) SSA (103) Posting Level (Funding Source) Community Development Block Grant (CDBG) Child Support Enforcement (CSE) Temp. Assist. Needy Families (TANF) State Trade Exp. Program (STEP) Employment Services Grant (ESPY20) DDS Admin. Grant (DDSFFY20) Community Services Block Grant (CSBG) Low Inc Home Energy Assist. Program (LIHEAP) Unemployment Ins. Admin. Grant (UIFFY20) 30
Sample COA String and Mapping Dept. of Commerce 220 220206100 3002 34800 220600 511001 220Boise 220FF21 CDAA STEP Program Agency Org Unit Appropriation Location Funding Source Account Project Fund Additional Reporting * Text - required field *Dept. of Commerce current STARS data 31
Sample COA String and Mapping Dept. of Labor 240 240210410 1012 34831 24010 511001 240Annex 240FF20 EMUI UIFFY20 Program Location Appropriation Agency Org Unit Funding Source Account Additional Reporting Project Fund * Text - required field *Department of Labor current STARS data and current Cost Accounting System data 32
Sample COA String and Mapping Dept. of H&W 270 270500101 1029 22003 27020100 511001 270Burley 270OpPre2020 HWBB TANF Program Agency Location Org Unit Appropriation Project Additional Reporting Fund Account Funding Source * Text - required field *Dept. of Health and Welfare current STARS data. Missing (FISCAL) data not shown. 33
COA Development Process - Milestones February 25, 2020 Office of the State Controller s Final Sign-off on COA Deliverable August 1, 2019 Kick-off Meeting October-December 2019 Workgroup meets to develop COA dimension requirements (6 meetings with 18 agency representatives) February June 2020 COA Configuration and Set-up May 2021 January 28, 2020 Presentation to Governance Board FY22 Financial Plan Builds based on COA (TBD) FY23 State Budget Planning based on COA September 29, 2019 Integration with Deloitte Team February 12, 2020 COA Deliverable Deadline January 16, 2020 Proposed dimension presentation to workgroup February 2020 Configuration Training for COA June August 2020 Sprints configuration testing July 1, 2021 Go-live! COA used in all financial transactions Completed Future Dates 34
Why Hierarchies Matter Within Luma, dimension hierarchies are how agencies and the State as a whole will organize data. Hierarchies allow for robust and dynamic financial and non-financial reporting on the fly. They allow agencies and central reporting entities to slice through Luma data in ways that were never possible before. It will be instrumental to get agency hierarchies set-up correctly by go-live as the State makes the transition from Statewide Accounting and Reporting System (STARS) to Luma. 35
________ Level 1 (Media Types) BOOKS MOVIES TV SHOWS __ __ __ _______ Level 2 (Genre) ____________ ____________ ____________ ____________ ____________ ______ ______ ______ ______ ______ _______ Level 3 (Title) ____________ ____________ ____________ ____________ ____________ ____________ ____________ ____________ ____________ ______ ______ ______ ______ ______ ______ ______ ______ ______ _______ Level 4 (Sequels) ____________ ____________ ____________ ______ ______ ______ 36
________ Level 1 (Media Types) BOOKS MOVIES TV SHOWS _______ Level 2 (Genre) Fiction NonFict Comedy Fantasy Dramas _______ Level 3 (Title) ____________ ____________ ____________ ____________ ____________ ____________ ____________ ____________ ____________ ______ ______ ______ ______ ______ ______ ______ ______ ______ _______ Level 4 (Sequels) ____________ ____________ ____________ ______ ______ ______ 37
________ Level 1 (Media Types) BOOKS MOVIES TV SHOWS _______ Level 2 (Genre) Fiction NonFict Comedy Fantasy Dramas _______ Level 3 (Title) Blink Harry Potter Books Dune Dictionary Step Brothers NeverEnding Story Harry Potter Movies Charmed Law & Order _______ Level 4 (Sequels) ____________ ____________ ____________ ______ ______ ______ 38
________ Level 1 (Media Types) BOOKS MOVIES TV SHOWS _______ Level 2 (Genre) Fiction NonFict Comedy Fantasy Dramas _______ Level 3 (Title) Harry Potter Books Dune Dictionary Blink Step Brothers NeverEnding Story Harry Potter Movies Charmed Law & Order _______ Level 4 (Sequels) Harry Potter Movie 1 Harry Harry Potter Book 1 Potter Book 2 39
Summary Level 1 (Media Types) BOOKS MOVIES TV SHOWS 1 2 3 Summary Level 2 (Genre) Fiction NonFict Comedy Fantasy Dramas 10 11 20 21 30 SummaryLevel 3 (Title) NeverEnding Story Harry Potter Books Dune Dictionary Blink Step Brothers Harry Potter Movies Charmed Law & Order 210 100 101 110 111 200 211 300 301 Posting Level 4 (Sequels) Harry Potter Movie 1 Harry Potter Book 1 Harry Potter Book 2 2110 1000 1001 40
Deconstructing STARS Shortcut Codes Brief walkthrough of process Cross-walking your agency s data Agency assignment 41
COA Agency Dimension Build-out Labs Week 1: Organizational Unit (March 17/18) What to bring: Organizational Charts, Appropriation Bill, bring laptop if possible Due Date: March 31 Week 2: Project & Funding Source (March 31/April 1) What to bring: Project information, bring laptop if possible Due Date: May 8 Week 3: Program (April 7/8) What to bring: Location information, bring laptop if possible Due Date: April 22 Week 4: Location (April 14/15) What to bring: Appropriation Bill, Dept. Program information if relevant, bring laptop if possible Due Date: April 27 Week 5: Additional Reporting (April 21/22) What to bring: Any additional information that may be relevant, bring laptop if possible Due Date: May 11 Week 6: Open (May 5/6) 42
Hierarchy Submission Process Email invites to labs (with Workbooks attached) will be sent out by March 13th Submit completed Dimension Hierarchy Workbooks Via email to: Luma@sco.idaho.gov Include agency name, hierarchy name, date of submission, and version number in your naming convention For example: SCO_OrgUnit_2020-03-31_v3 Do not include any Personally Identifiable Information (PII) or any other information that would create a disclosure issue for your agency or the State in any email or attachment. If any of your submissions will require such information, please contact our office for further instruction prior to sending email. 43
COA State Contacts Brandon Purcell State Finance Lead 208-334-3100, ext. 8811 bpurcell@sco.idaho.gov Carrie Peterman State Allocations Lead 208-334-3100, ext. 8854 cpeterman@sco.idaho.gov 44
