OCFO TOWN HALL MEETING

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OCFO TOWN HALL MEETING
Jeffrey FernandezChief Financial OfficerJULY
25, 2007
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AGENDA

• SAFETY
• All for One The Meerkat Way Video
• Dr. Paul Alivisatos, Associate Laboratory
  Director for Physical Sciences "Solar Cells and
  the Helios Project"
• Angela Dawn White Tools to Enhance Communication
  in the OCFO
• Jeffrey Fernandez OCFO Strategic Plan Update
• Service Awards

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(No Transcript)
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Dr. Paul Alivisatos,Associate Laboratory
DirectorforPhysical Sciences"Solar Cells and
the Helios Project"
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Angela Dawn White

• Web 2.0 Tools to Enhance Communication in the OCFO

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OCFO STRATEGIC PLAN UPDATE

• Sr. Management team June off-site meeting
• OCFO vision developed
• Set of values created
• 2005 Plan updated

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OCFO VISION

• To enable scientific discovery, the Office of the
  Chief Financial Officer will provide excellent
  services, leadership and responsive solutions to
  its Laboratory partners.

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OCFO VALUES

• BE safe and encourage others to be safe.
• Treat every person with respect and dignity.
• Consider our valued customers if they could
  choose another source for our services, would
  they come to us? Prove to them that they would
  come to us first.
• Demonstrate, by our actions, how the entire OCFO
  should operate.
• Take full responsibility for the quality of the
  OCFOs performance by making things better.
• Accept full ownership and follow through with all
  customer inquiries.

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OCFO VALUES, contd

• Offer open, direct, and timely feedback on what
  we want from each other.
• Teamwork should prevail, think we, not I.
• Our job is to make others successful.
• Recognize achievement and celebrate success.

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OCFO STRATEGIC PLAN

• Organizational Transformation
• Supply Chain (on-going)
• Property (on-going)
• Travel Management Systems and Processes
  (on-going)
• Controllers Office Transformation - (on-going)
• Benchmarking ?

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OCFO STRATEGIC PLAN, contd

• Information Technology (IT) Strategy New
• Engage in strategic planning, collaborate with IT
• Re-engineer business processes
• Understand capabilities of existing systems
• Improve reporting capabilities

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OCFO STRATEGIC PLAN, contd

• Decision Support
• Budget Enhanced Resource Reporting (on-going)
• Timekeeping/effort reporting
• Develop standard financial reports
• Improved set of data analysis and reporting tools
• Procurement reporting
• Assurance and Controls (on-going)
• OMB-123 review of internal controls
• Self-Assessments
• Funds management

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OCFO STRATEGIC PLAN, contd

• Partnerships (on-going)
• Internal - Shared ownership and problem solving
• External - Interface with other DOE labs to
  leverage ideas
• Workforce Development (on-going)
• Align reward system with business strategy
• Succession planning

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OCFO STRATEGIC PLAN, contd

• Support Lab Efforts to Increase Business - New
• Improve sponsored research administration
  capabilities
• Strategically enhance and refine our cost
  distribution structure
• Internal Communication With Our Staff - New
• Communications Committee

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Service Awards
10 Years

• Ruth Archid
• Lyjang Angela Huang
• Leonida Nida Payopay

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Service Awards
15 Years

• David Chen
• Brian Fox
• Lorenza Gibson
• Nancy Saxer

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Service Awards
20 Years

• Nancy Lee

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Service Awards
25 Years

• Phyllis Housel Gale

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Service Awards
30 Years

• Denise Davis
• Linda (Faye) Mitschang
• Helen Yatar