FMX Home
Glenn Hegar  ·  Texas Comptroller of Public Accounts

Fiscal Management Staff Contacts by Section

Section FAX
Application Security & CAPPS Governance  
Appropriation Control FAX (512) 936-5972
CAPPS Deployments  
CAPPS IT Operations  
Expenditure Assistance FAX (512) 936-2522
Expenditure Audit FAX (512) 936-2522
Financial Reporting FAX (512) 936-5972
Fiscal Analysis  
Fiscal Documentation  
Fiscal Systems Support  
Payment Services FAX (512) 475-5424
Statewide Systems Administration  
Statewide Systems Operations & Payroll Policy  

Expand All [+]

Application Security & CAPPS Governance

The Application Security & CAPPS Governance section is responsible for support and administration of application-level security of all FM statewide financial systems including CAPPS, HRIS, SPA, SPRS, TINS, USAS and USPS as well as the ASP Solution Center, Business Intelligence and SharePoint.

Additionally, this section is responsible for CAPPS Governance program administration that includes electing voting members, facilitating governing meetings and ensuring system changes are approved through the agreed-upon process.

This section also supports and works in conjunction with the Statewide Systems Operations & Payroll Policy and CAPPS Deployment sections in their efforts to deploy and support CAPPS.

Primary Responsibilities

  • Participate in identification, research, analysis, design, development and testing of CAPPS changes
  • Administer the CAPPS Governance process to ensure compliance with the approved decision rights framework
  • Communicate system information and project updates to CAPPS user audiences through various mediums (email; Web; face-to-face)
  • Review vulnerability scans and penetration testing results and monitor patching resolutions
  • Administer and support application-level security for all FM statewide financial systems
  • Coordinate and participate in other special projects as assigned

Supervising Manager

Name Email Phone
April Shapley april.shapley@cpa.texas.gov (512) 463-4761

Security Staff  [+]

Name Email Phone
Leo Collas, Team Lead leo.collas@cpa.texas.gov (512) 936-6300
Christopher Bynum christopher.bynum@cpa.texas.gov (512) 463-4943
Shelley Casas shelley.casas@cpa.texas.gov (512) 463-7597
Elaine Johnson elaine.johnson@cpa.texas.gov (512) 936-6625
Jim McGehee james.mcgehee@cpa.texas.gov (512) 936-1936
Michael Temple michael.temple@cpa.texas.gov (512) 936-8529
Cynthia White cynthia.white@cpa.texas.gov (512) 463-4544

Technical Security Staff [+]

Name Email Phone
Jerry Noble jerald.noble@cpa.texas.gov (512) 463-4518

Appropriation Control

The Appropriation Control section serves as the primary contact between the Comptroller’s office and fiscal and budget personnel at state agencies and institutions.

The section provides an analysis of each General Appropriations Act introduced by the Legislature to determine if the funds appropriated are within the amount of revenue certified to be available. Section staff provides interpretations of the GAA and guidance on Comptroller policies and procedures, performs analysis and research on budgetary issues, provides financial information and interpretive assistance to agency and institution representatives and works with other oversight agencies on various issues to implement legislative policies and mandates.

The section monitors financial and budgetary transactions and is responsible for approving and monitoring agency and institution appropriation activity in USAS. The section also provides USAS functional assistance and training to agency and institution personnel. Other duties include maintaining the appropriation profiles in USAS and performing fund transfers.

Primary Responsibilities

  • Cost the GAA and assist with the certification process
  • Provide interpretations of the GAA and other statutes and implement specific and statewide provisions as necessary
  • Assist agencies and institutions in understanding and implementing accounting policy directives including monitoring for compliance
  • Update and review FPPs for changes in legislation and rules
  • Reconcile GAA Fiscal Size-Up version to USAS to ensure legislative decisions on appropriation levels are established in USAS
  • Approve and monitor agency and institution appropriation activity in USAS
  • Allocate dedicated revenues to agencies’ and institutions’ appropriated funds
  • Maintain appropriation controls in USAS on behalf of agencies and institutions
  • Provide USAS functional assistance and training to personnel
  • Reconcile funds collected and administered by Comptroller — Fiscal
  • Reconcile funds collected and administered by other agencies and institutions per statute

Supervising Manager

Name Email Phone
Clarisse Roquemore, CPA clarisse.roquemore@cpa.texas.gov (512) 936-3967

Appropriations Staff [+]

Responsible for monitoring state agencies’ and institutions of higher education appropriations.

Name Email Phone
Kristalle Erwin, Assistant Supervisor, Team Lead kristalle.erwin@cpa.texas.gov (512) 463-3301
Christopher Lea christopher.lea@cpa.texas.gov (512) 475-5630
Lou Moreno luis.moreno@cpa.texas.gov (512) 936-3660
Aurora Ramirez aurora.ramirez@cpa.texas.gov (512) 463-7677
Lisele Tjon lisele.tjon@cpa.texas.gov (512) 463-6207
Name Email Phone
Duvan Arsola, Team Lead duvan.arsola@cpa.texas.gov (512) 936-4432
Reno Daniels reno.daniels@cpa.texas.gov (512) 463-3528
Natalie Miller natalie.miller@cpa.texas.gov (512) 475-0882
Viri Rodriguez viri.rodriguez@cpa.texas.gov (512) 936-6137
Michelle Vasquez michelle.vasquez@cpa.texas.gov (512) 936-5632
Name Email Phone
Selena Meyers, Team Lead selena.meyers@cpa.texas.gov (512) 463-9694
Erik Jimeno erik.jimeno@cpa.texas.gov (512) 305-9927
Teresa Schoenfeld teresa.schoenfeld@cpa.texas.gov (512) 475-0611
Name Email Phone
Drey Lord, Team Lead drey.lord@cpa.texas.gov (512) 475-0897
James Dawson, CPA james.dawson@cpa.texas.gov (512) 475-5607
Michael Felan michael.felan@cpa.texas.gov (512) 463-9569
Margaret Redkey margaret.redkey@cpa.texas.gov (512) 463-4131
Ben Strauser ben.strauser@cpa.texas.gov (512) 463-9019

Statewide Fiscal Staff [+]

Responsible for transfer of revenues collected by the Comptroller as directed by statute to the administering agency; dispersals & allocations, and various sweep accounts

Name Email Phone
Armando Cantu, Team Lead armando.cantu@cpa.texas.gov (512) 463-3771
Annie Bocanegra annie.bocanegra@cpa.texas.gov (512) 936-4427
Roberto Casas Jr. roberto.casasjr@cpa.texas.gov (512) 475-0150
Gina Schildwachter gina.schildwachter@cpa.texas.gov (512) 936-5999

CAPPS Deployments

The CAPPS Deployments section is responsible for planning and supporting the deployment of state agencies onto CAPPS Central and providing oversight support to agencies joining CAPPS as a Hub. Agencies join CAPPS as a Hub due to their size and/or complexity and are responsible for deploying and maintaining the CAPPS baseline on their infrastructure. The majority of state agencies join CAPPS Central (Financials and HR/Payroll).

This section is responsible for all communications and change management efforts including implementing and maintaining the CAPPS training program that supports in-progress and current Central and Hub agencies on CAPPS.

Primary Responsibilities

  • Analyze and refine ERP statewide implementation strategy
  • Participate in planning and deployment of CAPPS Central to agencies
  • Perform scoping, configuration and prototyping based on interaction with state agency personnel
  • Review estimates for system enhancements required for deployments and assist in prioritization of technical efforts
  • Provide functional and oversight support to CAPPS Central and Hub agencies
  • Provide and maintain the CAPPS Central Training Program
  • Participate in identification, research, analysis, design, development and testing of necessary CAPPS changes and enhancements
  • Participate in the ACR management process to ensure proper integration between legacy mainframe systems and CAPPS

Supervising Manager

Name Email Phone
Sona Holmstrom sona.holmstrom@cpa.texas.gov (512) 475-0830

Financials Staff [+]

Name Email Phone
Rebecca Murdock, Financials Domain Lead rebecca.murdock@cpa.texas.gov (512) 936-8244
Deepak Chawla, CPA deepak.chawla@cpa.texas.gov (512) 463-8565
Dora Garcia dora.garcia@cpa.texas.gov (512) 463-4876
Clayton Griffis clayton.griffis@cpa.texas.gov (512) 463-4509
Precilla Hauer precilla.hauer@cpa.texas.gov (512) 305-8641
Susan Huang, CPA susan.huang@cpa.texas.gov (512) 936-5678
Sharon Kemp sharon.kemp@cpa.texas.gov (512) 475-5645
John Scales john.scales@cpa.texas.gov (512) 463-8910
Robert Snipes, CPA robert.snipes@cpa.texas.gov (512) 305-9881
Terri Whaley terri.whaley@cpa.texas.gov (512) 463-3749
Barbara Zhang barbara.zhang@cpa.texas.gov (512) 936-6055

HR/Payroll Staff [+]

Name Email Phone
Donna Clay (C), HR/Payroll Domain Lead donna.clay@cpa.texas.gov (512) 936-8528
Cassy Englerth cassy.englerth@cpa.texas.gov (512) 475-0791
Brad Fenton brad.fenton@cpa.texas.gov (512) 936-8542
Magdalena Foley magdalenafoley@cpa.texas.gov (512) 936-9232
Paul Garza paul.garza@cpa.texas.gov (512) 936-8582
Rebecca Kelly rebecca.kelly@cpa.texas.gov (512) 936-8583
Stephen Keltgen stephen.keltgen@cpa.texas.gov (512) 475-1031
Christine Stirneman chris.stirneman@cpa.texas.gov (512) 463-4021

(C) = Contractor

Change Management Staff [+]

Name Email Phone
Alison Williams alison.williams@cpa.texas.gov (512) 463-4539

CAPPS IT Operations

The CAPPS IT Operations section is responsible for providing operational and technical support for CAPPS Central and Hubs, all associated interfaces, ancillary systems, reports, queries and overnight processing. Additionally, the section is responsible for all technical oversight of projects, production deliverables and infrastructure security.

This sections works in conjunction with the Application Security and CAPPS Governance, Statewide Systems Operations & Payroll Policy and CAPPS Deployments sections in their efforts to deploy and support CAPPS.

Primary Responsibilities

  • Provide operational and technical support for the CAPPS systems
  • Ensure systems are operational during expected business hours
  • Provide technical expertise for technical design and coding
  • Prepare technical documents for review
  • Provide technical support for both CAPPS Central and Hub agencies
  • Support CAPPS Deployment section and CAPPS agencies with on-boarding activities
  • Troubleshoot basic infrastructure and applications when issues arise
  • Ensure all incidents are recorded in service desk and escalated in the proper manner
  • Document and facilitate monthly distribution of CAPPS baseline to Hub agencies
  • Develop and support CAPPS reporting requirements
  • Develop and support CAPPS reporting requirements

Lead Technical Advisor

Name Email Phone
J.P. Wardle jp.wardle@cpa.texas.gov (512) 463-9475

Expenditure Assistance

The Expenditure Assistance section provides information to state agencies and institutions on state expenditure laws, rules and policies.

The section assists state agencies and institutions to ensure the accurate and efficient processing of valid purchase and travel documents. This includes training on purchase and travel-related expenditures developed and conducted by the section.

Additionally, the section processes miscellaneous claims and settlement and judgement claims for a range of governmental entities and vendors. The section also assists state agencies with 1099-related data and activities.

Primary Responsibilities

  • Research and respond to travel and purchase-related inquiries to assist state agencies, vendors and the general public on expenditure rules and guidelines
  • Communicate procedural changes and update expenditure-related publications to familiarize agencies with state rules and regulations on purchase and travel expenditures
  • Provide travel and purchase training classes and agency-specific training by special request
  • Process the following for various governmental entities and vendors: County Lateral Road and Bridge allocations
    • Gross weight axle fee distribution
    • Military Veterans Exemptions (MVE) allocations
    • Miscellaneous claims
    • Permanent Health Fund allocations
    • Settlement and judgment claims
    • Tobacco settlement allocations
    • Wrongful Imprisonment Lump Sum and Annuity
  • Manage expenditure code section of Texas Comptroller Manual of Accounts including updates to Web-based information and coordination of necessary USAS profile changes
  • Conduct pre-payment expenditure audits for agencies identified as high risk due to previous post-payment audit findings
  • Support statewide financial systems by providing subject matter expertise and training on travel and expenditure rules
  • Assist state agencies with requesting their 1099 data from USAS and coordinate printing and distribution of 1099 forms
  • Complete IRS 1099 data for 902 – Comptroller Fiscal that includes mailing forms and coordinating transfer to IRS
  • Process monthly reimbursement payments as requested by junior colleges for the state portion of optional retirement contribution
  • Process Disbursement Method Indicator Changes for all state agencies and universities

Supervising Manager

Name Email Phone
Dolores Fojtasek dolores.fojtasek@cpa.texas.gov (512) 463-4724

Section Staff [+]

Section Staff

Name Email Phone
Jennifer Duran, Team Lead jennifer.duran@cpa.texas.gov (512) 463-7375
Chris Colletti chris.colletti@cpa.texas.gov (512) 936-5832
Robin Corrigan robin.corrigan@cpa.texas.gov (512) 305-9832
Vanessa Heckert vanessa.heckert@cpa.texas.gov (512) 463-7806
Dipti Patel dipti.patel@cpa.texas.gov (512) 463-4416
James Ramirez james.ramirez@cpa.texas.gov (512) 463-4885
Steven Tubbs steven.tubbs@cpa.texas.gov (512) 463-4844
Vance Tyler vance.tyler@cpa.texas.gov (512) 475-1046

Expenditure Audit

The Expenditure Audit section is responsible for ensuring compliance with state laws, rules and policies governing expenditures. The section conducts state agency and institution post-payment audits on purchase (including procurement), travel and payroll expenditures to confirm accurate compliance and payment processing.

Additionally, section staff conduct an annual risk assessment to identify agencies to be audited in the next fiscal year and analyzes audit period population reports of documents paid through USAS, USPS, SPRS and appropriated funds held outside the state’s Treasury to determine the amount of transactions to be audited.

The section also manages a recovery audit program that periodically requires 10–15 agencies to undergo audits for the detection and recovery of overpayments.

Primary Responsibilities

  • Conduct post-payment audits of state agencies’ expenditures to ensure compliance with:
    • Appropriate statutory requirements
    • Provisions in the GAA
    • State rules and regulations for purchase (including procurement), travel and payroll documents
  • Distribute Post-Payment Audit Quarterly Summary to oversight agencies and the Legislature at the end of each quarter
  • Perform analysis and research of state expenditure data to:
    • Monitor expenditure compliance
    • Provide thorough audit research
    • Identify expenditure recovery opportunities
  • Coordinate and monitor overpayment recovery audit activities and audit findings reported biennially to oversight entities and the Legislature
  • Administer manual voucher approvals and voucher signature cards used to control security in the statewide financial systems
  • Maintain post-payment audit contracts with state agencies and institutions
  • Perform pre-payment audits on purchase, travel and payroll expenditures processed as manual expedites
  • Coordinate and participate in special projects or special request audits as assigned

Supervising Manager

Name Email Phone
Somaia Farag somaia.farag@cpa.texas.gov (512) 475-0479

Section Staff [+]

Name Email Phone
William (Bill) Hornstein, Team Lead bill.hornstein@cpa.texas.gov (512) 475-0995
Jesse Ayala jesse.ayala@cpa.texas.gov (512) 936-8456
Anna Calzada anna.calzada@cpa.texas.gov (512) 463-4338
Mayra Castillo mayra.castillo@cpa.texas.gov (512) 305-9746
Derik Montique derik.montique@cpa.texas.gov (512) 305-9761
Eunice Miranda eunice.miranda@cpa.texas.gov (512) 463-2738
Steve Tamez steve.tamez@cpa.texas.gov (512) 475-0128
Akeem Tory akeem.tory@cpa.texas.gov (512) 305-9902
Name Email Phone
Thomas Kaufman, Team Lead thomas.kaufman@cpa.texas.gov (512) 463-4972
Ly Griffin ly.griffin@cpa.texas.gov (512) 463-4825
Roslyn Harris roslyn.harris@cpa.texas.gov (512) 463-4258
Name Email Phone
Alberto Lañas, Team Lead alberto.lanas@cpa.texas.gov (512) 463-4582
Scott Coombes scott.coombes@cpa.texas.gov (512) 305-9813
Melissa Hernandez melissa.hernandez@cpa.texas.gov (512) 463-3254
Shanda Hernandez shanda.hernandez@cpa.texas.gov (512) 936-8489
Amanda Price amanda.price@cpa.texas.gov (512) 475-1426
Raymond McClintock raymond.mcclintock@cpa.texas.gov (512) 463-4859
Aleksandar Necak aleksandar.necak@cpa.texas.gov (512) 936-4450
Max Viescas, CPA max.viescas@cpa.texas.gov (512) 305-8659

Financial Reporting

The Financial Reporting section is responsible for compilation and preparation of the Comprehensive Annual Financial Report (CAFR) in accordance with Generally Accepted Accounting Principles (GAAP). The section also prescribes accounting and reporting procedures for state agencies and institutions to use in the preparation of their individual annual financial reports (AFR).

Additionally, the section interprets and responds to national accounting and reporting issues and provides training seminars and individual assistance to agencies and institutions for the preparation of their AFRs. The section is responsible for the establishment and maintenance of, and guidance for, all USAS profiles related to GAAP-level reporting, the transaction code profiles and the general ledger profiles.

Primary Responsibilities

  • Compile and publish CAFR annually
  • Update AFR website annually
  • Interpret and implement new accounting standards and respond to national accounting and reporting issues
  • Maintain and administer Web-based financial reporting systems, including:
    • Agency Cash Flow Reporting (ACFR)
    • Bond Reporting System (BRS)
    • Capital Asset Notes Submission System (CANSS)
    • Deposit and Investment Note Submission System (DINSS)
    • General Revenue Reconciliation (GR Recon)
    • Lease Note Submission System (LNSS)
    • Long-Term Liability Note (LTLN)
    • Restatement Note Submission System (RNSS)
    • Schedule of Expenditures of Federal Awards (SEFA) and related federal pass-through funds
    • State Pass-Through Reporting (SPTR)
  • Administer SPA — the system of record for state capital assets
  • Provide subject matter expertise and technical assistance to agency personnel for preparation of agency AFRs
  • Maintain all GAAP-level reporting profiles in USAS

Supervising Manager

Name Email Phone
Shelly Arnold, CPA shelly.arnold@cpa.texas.gov (512) 463-4709

Assistant Supervisor

Name Email Phone
Lori Williams, CPA lori.williams@cpa.texas.gov (512) 463-4911

Financial Reporting Staff [+]

Name Email Phone
Maricela Cayetano, Team Lead maricela.cayetano@cpa.texas.gov (512) 475-0557
Cynthia Goodwin cynthia.goodwin@cpa.texas.gov (512) 936-8536
Michael Hensley michael.hensley@cpa.texas.gov (512) 936-8526
Michelle Lee michell.lee@cpa.texas.gov (512) 936-6295
John Walker john.walker@cpa.texas.gov  
Name Email Phone
Ela Jochacy, CPA, Team Lead elzbieta.jochacy@cpa.texas.gov (512) 475-5382
David Haecker david.haecker@cpa.texas.gov (512) 936-8535
Gabriela Needham gabriela.needham@cpa.texas.gov (512) 463-3917
Kamel Rahab, CPA kamel.rahab@cpa.texas.gov (512) 463-4488
James “Wiley” Thedford james.thedford@cpa.texas.gov (512) 463-1983

Grant Reporting Staff [+]

Name Email Phone
Kip Anderson kip.anderson@cpa.texas.gov (512) 936-8537
Renee (Jessica) Castro jessica.castro@cpa.texas.gov (512) 463-4365

SPA Staff [+]

Name Email Phone
Stacy Parker, Team Lead stacy.parker@cpa.texas.gov (512) 463-5895
Albert Kruzel albert.kruzel@cpa.texas.gov (512) 936-6350

Fiscal Analysis

The Fiscal Analysis section is responsible for maintaining the Texas Comptroller Manual of Accounts that serves as the chief reference guide for state accounting activities and prepares the Texas Annual Cash Report that conforms to the state’s cash basis of accounting.

In addition to researching, analyzing and reporting on the state’s fiscal and budgetary laws and policies, the section assists with costing of the General Appropriations Act (GAA) during each legislative session and reviews and signs off on all fiscal notes issued by the Comptroller’s office.

The section reviews and approves testing of Texas.gov transactions in USAS and is the primary liaison between the Comptroller’s office, Texas.gov and other state agencies for this function.

Additionally, the section provides ad hoc reporting for the statewide financial systems and staff support for the budgetary committees in both houses of the Legislature and is involved in other fiscal matters such as implementation of agency consolidation initiatives.

Primary Responsibilities

  • Maintain and publish Texas Comptroller Manual of Accounts
  • Compile and publish Texas Annual Cash Report
  • Administer Cash Management Improvement Act (CMIA) provisions
  • Maintain federal and state historical data relating to American Recovery and Reinvestment Act of 2009
  • Coordinate reconciliation of the state’s Treasury cash to USAS cash
  • Coordinate reconciliation of state agency petty cash accounts to USAS
  • Perform research, analysis and reporting on the state’s fiscal and budgetary laws and policy
  • Provide legislative analysis, conduct legislative research and review and approve fiscal notes
  • Provide subject matter expertise and support for FMQuery and Where the Money Goes tools
  • Support Financial Reporting’s Comprehensive Annual Financial Report (CAFR) preparation
  • Respond to ad hoc open records report requests within 10 working days in compliance with the Texas Public Information Act
  • Fulfill requests from internal and external customers for one-time ad hoc reports containing state financial systems public data and respond to information requests in coordination with the Open Records Division
  • Provide USAS technical support
  • Process authorized super security deletes in USAS
  • Develop/Maintain Filemaker Pro division databases; upload to the agency server and assist other divisions as needed
  • Maintain Excel agency forms available online to all agencies

Supervising Manager

Name Email Phone
Mark Bures mark.bures@cpa.texas.gov (512) 475-0594

Ad Hoc Reporting Staff [+]

Ad Hoc Reporting provides a service where internal and external customers can request one-time reports containing fiscal, personnel, or payroll data from the statewide financial systems: HRIS, SPRS, TINS, USAS and USPS. Also supports the Open Records Division by providing responses to requests for information.

Name Email Phone
Neal Kelly, Team Lead neal.kelly@cpa.texas.gov (512) 463-4897
Ralph Pleasant ralph.pleasant@cpa.texas.gov (512) 463-4874

Manual of Accounts (MOA) Staff [+]

Maintains the Texas Comptroller Manual of Accounts (MOA).

Name Email Phone
Samuel Miller — Primary samuel.miller@cpa.texas.gov (512) 936-5870

Texas Annual Cash Report Staff [+]

Produces the Texas Annual Cash Report.

Name Email Phone
Meagan Bunker — Primary meagan.bunker@cpa.texas.gov (512) 463-4914
Mark Bures mark.bures@cpa.texas.gov (512) 475-0594
Irma Toth irma.toth@cpa.texas.gov (512) 936-8449

Cash Management Information Act (CMIA) Staff [+]

Coordinates an agreement with the U.S. Treasury, files a report and pays interest associated with the CMIA.

Name Email Phone
Meagan Bunker — Primary meagan.bunker@cpa.texas.gov (512) 463-4914

Legislative Tracking Staff [+]

Reviews and tracks legislation and fiscal note estimates for Fiscal Management and impact on the MOA.

Name Email Phone
Meagan Bunker meagan.bunker@cpa.texas.gov (512) 463-4914
Mark Bures mark.bures@cpa.texas.gov (512) 475-0594
Samuel Miller samuel.miller@cpa.texas.gov (512) 936-5870
Jennifer Paris jennifer.paris@cpa.texas.gov (512) 475-1367

Statewide Systems and User Support Staff [+]

Provides user and system support with a focus on statewide accounting systems such as USAS. Performs analysis and data or table corrections for USAS system processing errors. Coordinates USAS documentation updates and USAS general ledger close.

Name Email Phone
Laurel Mulkey laurel.mulkey@cpa.texas.gov (512) 463-4584

Super Security Deletes (SSDs) / Central Profile Action Requests (CPARs) Staff [+]

Performs super security deletes and maintains USAS central profiles.

Name Email Phone
Joe Pacheco joe.pacheco@cpa.texas.gov (512) 936-6211

USAS Support Staff [+]

Provides USAS subject matter expertise as needed to CPA staff and outside agencies.

Name Email Phone
Laurel Mulkey laurel.mulkey@cpa.texas.gov (512) 463-4584
Joe Pacheco joe.pacheco@cpa.texas.gov (512) 936-6211
Jennifer Paris jennifer.paris@cpa.texas.gov (512) 475-1367

FM Query / Business Objects Staff [+]

Provides support for FM Query and Business Objects.

Name Email Phone
Al Montes al.montes@cpa.texas.gov (512) 463-3965

Fiscal Documentation

Fiscal Documentation supports Fiscal Management by providing communication services for the division, as well as state agencies and institutions, in accordance with agency and division policy. The section is comprised of technical writers and graphic designers.

Primary Responsibilities

  • Develop primarily Web-based policy and procedure communications for FM statewide financial systems and functions including: FPPs, system manuals and annual reports
    • FMXtra weekly e-newsletter
    • FMXtra special editions to targeted groups as needed
    • FM section e-newsletters distributed via GovDelivery
  • Manage and maintain content for FM’s three main websites (FMX; FMi; ProjectONE) and FMX supporting websites (AFR; eXpendit; Security Coordinator Reference; Texas Payroll/ Personnel Resource; Textravel)
  • Create and analyze surveys and revise division forms
  • Create graphic designs for manuals, reports, websites, brochures, posters, certificates and other projects
  • Update divisional organization charts and phone lists
  • Develop financial reports for the public and reports to the Legislature:
    • Fiscal Briefs highlighting state of Texas financial topics and resources in a condensed format using plain language
    • Report to the Citizens of Texas
    • Report to the Legislature: Administering Overpayment Recovery Audits in the State of Texas
    • Report to the Legislature: CAPPS — ERP in Texas
    • Post-Payment Audit Reports

Supervising Manager

Name Email Phone
Jennifer Smith jennifer.smith@cpa.texas.gov (512) 463-4746

Fiscal Systems Support

The Fiscal Systems Support section is primarily responsible for the receipt, analysis, review, coordination, scheduling and testing of all Application Change Requests (ACRs) for statewide financial systems including HRIS, Pay Subs, SPA, SPRS, TINS, USAS and USPS, and the statewide reports.

In addition to managing ACR coordination for mainframe systems, the section also provides website support and administration and Web/desktop systems support for the statewide financial systems.

Primary Responsibilities

  • Administer change management methodology by:
    • Acting as liaison between business users and systems technical support staff during technical design and coding
    • Consulting with systems business users to gather and document system requirements
    • Supporting user and agency work groups related to ACRs
    • Preparing and executing test plans for system changes
    • Performing ACR documentation quality control
    • Maintaining ACR data in Quality Center
  • Assist with communication to outside agencies in the following areas:
    • Website administration (including FMX, ProjectONE and CAPPS portal)
    • Development and support of Web-based trainings for statewide financial systems
    • User group presentations
    • ACR announcements
  • Assist with communications to internal users in areas of website administration including FMi
  • Provide Web and desktop applications development and support for FM departments
  • Ensure all Web pages and applications follow accessibility guidelines and standards

Supervising Manager

Name Email Phone
Robert McLellan robert.mclellan@cpa.texas.gov (512) 463-4133

Mainframe Systems Support Staff [+]

The mainframe systems team is responsible for providing functional analysis, research, testing, coordination, and scheduling of all Application Change Requests (ACRs) for the statewide financial systems, including HRIS, SPA, SPRS, SWR, TINS/PaySubs, USAS and USPS.

Name Email Phone
Stephanie Holtzendorf, CPA,Team Lead stephanie.holtzendorf@cpa.texas.gov (512) 463-4065

Website Development & Support Staff [+]

Develops and maintains Fiscal Management’s Web resources such as the FMX and ProjectONE websites.

Name Email Phone
Michelle Chapman,Team Lead michelle.chapman@cpa.texas.gov (512) 936-8585

Web/Desktop Systems Development & Support Staff [+]

Web/Desktop designs, develops, implements and maintains Fiscal Management Web and desktop applications that support statewide initiatives and applications.

Name Email Phone
David Heffington,Team Lead david.heffington@cpa.texas.gov (512) 463-9983

Payment Services

The Payment Services section is responsible for the distribution of state payments via warrants and direct deposit. The section administers the warrant hold and direct deposit programs, issues expedite warrants and assists agencies with setting up or updating payee information in TINS.

Primary Responsibilities

  • Administer the state’s direct deposit program including employee paycard
  • Distribute warrants and maintain sufficient warrant inventory
  • Process manual expedite warrants
  • Correct data discrepancies between TINS and other statewide financial systems — including the Integrated Tax System (ITS) — on daily reports and provide supporting documentation to ITS as required
  • Perform TINS maintenance for state agencies when system edits prevent them from correcting or entering data in TINS
  • Administer warrant hold program including processing payment offsets issued against state-owed liabilities
  • Cancel held and reinstated warrants and process direct deposit reversals
  • Provide training classes and resources on TINS and its processes for agencies and institutions
  • Provide customer service for payments and warrant holds to agencies, institutions and other payees of the state
  • Create, update and maintain TINS, direct deposit and warrant hold documentation for the education and benefit of internal and external customers
  • Research and support enhancements and corrections to TINS through Application Change Request (ACR) submissions

Supervising Manager

Name Email Phone
Cathy Willis cathy.willis@cpa.texas.gov (512) 475-0789

Assistant Supervisor

Name Email Phone
Tyler Taylor tyler.taylor@cpa.texas.gov (512) 463-4078

Section Staff [+]

Name Email Phone
Deneen Bouie deneen.bouie@cpa.texas.gov (512) 463-3908
Monica R. Garcia monica.r.garcia@cpa.texas.gov (512) 463-2676
Pamela Martinez pamela.martinez@cpa.texas.gov (512) 463-4871
Isabel Olvera isabel.olvera@cpa.texas.gov (512) 475-1935
Carol Quintero carol.quintero@cpa.texas.gov (512) 463-4045
Nicole Roberts nicole.roberts@cpa.texas.gov (512) 936-6293
Amelia Rodriguez amelia.rodriguez@cpa.texas.gov (512) 463-3799
Jason Roybal jason.roybal@cpa.texas.gov (512) 475-2016
Kim Strick kim.strick@cpa.texas.gov (512) 475-0291
Franny Villareal franny.villareal@cpa.texas.gov (512) 463-4036

Statewide Systems Administration

The Statewide Systems Administration section is responsible for providing over-arching support for the CAPPS program and assists the four sections responsible for CAPPS:

  • Application Security and CAPPS Governance
  • CAPPS IT Operations
  • Statewide Systems Operations and Payroll Policy
  • CAPPS Deployments

This section initiates, monitors and reports contractual obligations in support of CAPPS. Additionally, this section is responsible for timely and accurate reporting of predetermined Service Level Agreements and compiles monthly statistics and presents them to Enterprise Resource Planning Leadership prior to final disposition.

Primary Responsibilities

  • Project Management for all CAPPS deployment efforts
  • Project Management for all cyclic processes
  • Manage change management, incident management, problem management, service desk and service levels
  • Manage standard operating procedures to promote consistency across various layers of services
  • Participate in the Application Change Request management process to ensure proper integration between legacy mainframe systems and CAPPS
  • Provide first line of support for all overnight batch jobs
  • Provide assistance with managing our functional resource contracts
  • Provide onboarding responsibilities for functional contractors
  • Initiate, monitor and report contractual obligations of CAPPS
  • Provide scribe responsibilities for the Enterprise Resource Planning Leadership meetings
  • Report Service Level Agreements and statistics

Supervising Manager

Name Email Phone
Rick Bishop rick.bishop@cpa.texas.gov (512) 936-6036

Project Management Staff [+]

Name Email Phone
Rusty Charlton russell.charlton@cpa.texas.gov (512) 463-9466
Pete Marcel peter.marcell@cpa.texas.gov (512) 463-9482
Steve Schiurring steve.schiurring@cpa.texas.gov (512) 463-1650

Cross Functional Staff [+]

Name Email Phone
Ellen Harper ellen.harper@cpa.texas.gov (512) 463-4214
Stacey Minces stacey.minces@cpa.texas.gov (512) 475-5615
Terry Wooten, CPA terry.wooten@cpa.texas.gov (512) 475-0822

Contract Administration Staff [+]

Name Email Phone
Michele McCune michele.mccune@cpa.texas.gov (512) 463-4239
Angela Proveaux angela.proveaux@cpa.texas.gov (512) 463-4589
Michael Steedley michael.steedley@cpa.texas.gov (512) 475-0642
Susan White susan.white@cpa.texas.gov (512) 475-3883

Statewide Systems Operations & Payroll Policy

The Statewide Systems Operations and Payroll Policy section is responsible for supporting all CAPPS Central agencies on all facets of processing personnel payroll and accounting information in CAPPS and provides oversight support to agencies joining CAPPS as a HUB (agencies responsible for deploying and maintaining the CAPPS baseline on their infrastructure).

Additionally, this section is responsible for supporting agencies and institutions on all facets of processing payroll and personnel information in USPS and SPRS and reporting information in HRIS. This section also documents, interprets and communicates state salary administration policy information and assists with the production and reconciliation of statewide personnel reports.

Primary Responsibilities

  • Provide functional and oversight support to CAPPS Central agencies
  • Provide functional and oversight support to CAPPS Hub agencies
  • Participate in identification, research, analysis, design, development and testing of CAPPS changes
  • Participate in the Application Change Request (ACR) management process to ensure proper integration between legacy mainframe systems and CAPPS
  • Assist agency and institution personnel with processing payroll and personnel information in USPS and SPRS and reporting personnel and payroll information to HRIS to ensure uniformity, accountability and timely and accurate data processing
  • Document, interpret and communicate state salary administration policy information to state agencies, institutions and FM staff
  • Provide statewide payroll and personnel systems training classes and resources for state agencies and institutions
  • Research and process system data change requests through the Letter of Authorization (LOA) process
  • Coordinate, analyze and review payroll and personnel data in response to open records requests
  • Create, update and maintain payroll-related documentation for internal and external customers
  • Communicate essential payroll and personnel information to state agencies and institutions via Fiscal Policies and Procedures (FPPs) and presentations at user and focus group meetings
  • Inform system users of process changes and related news via system home pages and news screens
  • Research and support HRIS, SPRS and USPS enhancements and corrections through ACR submissions
  • Assist with reconciliation of statewide reports: Annual Report (Statewide Hiring Practices for the Fiscal Year)
    • Veteran’s Preference Report
    • Equal Employment Opportunity (EEO) Report
    • EEO-4 Report
  • Review legislative changes for impact to statewide financial systems and salary administration policy during legislative years and respond to legislative requests for information and fiscal notes
  • Coordinate activities after legislation is enacted to ensure:
    • System changes are complete by legislatively mandated deadlines
    • Agency notification is developed and communicated
    • Training is prepared and classes are offered by legislatively mandated deadlines
  • Participate in W-2 calendar year-end reporting by:
    • Reviewing changes in reporting requirements and forms
    • Working with the technical team to ensure W-2 reporting meets federal requirements
    • Producing and distributing W-2s for USPS and CAPPS Central agencies
  • Reconciling the Social Security Administration (SSA) electronic report to magnetic media reporting requirements and to approved agency totals prior to timely submittal to SSA
  • Coordinate and participate in other special projects as assigned
  • Review federal laws and requirements over payroll and benefit reporting

Supervising Manager

Name Email Phone
Chelsa Vinklarek chelsa.vinklarek@cpa.texas.gov (512) 475-5650

CAPPS Financials Staff [+]

Name Email Phone
Tony Martin, Team Lead anthony.martin@cpa.texas.gov (512) 463-4192
David Chang david.chang@cpa.texas.gov (512) 936-5607
Marie (Michelle) Cohen marie.cohen@cpa.texas.gov (512) 475-0110
Thelma Garcia thelma.garcia@cpa.texas.gov (512) 305-9965
Johnathan Oberhoff johnathan.oberhoff@cpa.texas.gov (512) 936-8461

CAPPS HR/Payroll Staff [+]

Name Email Phone
Andrea Smith, Team Lead andrea.smith@cpa.texas.gov (512) 463-3467
Toni Brown toni.brown@cpa.texas.gov (512) 936-8544
Lori Ely lori.ely@cpa.texas.gov (512) 305-9913
Saundra Farley saundra.farley@cpa.texas.gov (512) 463-4470
Cheryl Groeninger cheryl.groeninger@cpa.texas.gov (512) 463-4640
Stacey Hassin stacey.hassin@cpa.texas.gov (512) 463-8915
Adrienne Rogers adrienne.rogers@cpa.texas.gov (512) 936-8491

Statewide Financial Systems Staff [+]

Name Email Phone
Lisa Haralson, Team Lead lisa.haralson@cpa.texas.gov (512) 939-8581
Ruben Aguillon ruben.aguillon@cpa.texas.gov (512) 463-3832
Melissa Buentello melissa.buentello@cpa.texas.gov (512) 463-3406
Sabrina Cairo sabrina.cairo@cpa.texas.gov (512) 475-5667
Wesley Green wesley.green@cpa.texas.gov (512) 463-8437
Jonathan Judge jonathan.judge@cpa.texas.gov (512) 463-4034
Christine Luchini christine.luchini@cpa.texas.gov (512) 305-9795
Name Email Phone
Vicki Smith vicki.smith@cpa.texas.gov (512) 463-9009
Glenn Hegar
Texas Comptroller of Public Accounts
Questions? Contact statewide.accounting@cpa.texas.gov
Comptroller.Texas.Gov | FMX
FMX Sitemap | Contact FM
Accessibility Policy | Privacy and Security Policy