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CAPPS Financials User Group Meeting Notes
Oct. 4, 2012

9 a.m. to 11 a.m.
Travis Building, Room 1-100


  1. Open Meeting
  2. Action Items from Previous Meetings
  3. Approve meeting minutes from 8/16/12
  4. Presentation and Vote on Final Changes to the CAPPS Reporting Approach v3.3
    (previously discussed by UG on 8/16/12)
  5. Discussion on CAPPS Reporting Administration Guidelines
  6. Discussion on CAPPS Financials Project Initiatives
  7. Closing Items


First & Last Name Email Role/Position Attending?
Alison Meier Comptroller of Public Accounts (CPA) – Change Management & Communications Yes
Allan Martin Department of Information Resources (DIR) Project Manager Yes
Anthony Galaviz DIR Yes
April Shapley CPA – Governance Coordinator Yes
Becca Murdock CPA – Financials Lead Yes
Brad McMahon CPA – Financials Yes
Clayton Griffis CPA – Financials Yes
Colette Bunch Texas Department of Insurance (TDI) Yes
Dana Cook CPA – Statewide Financials Area Manager Yes
Dora Garcia CPA – Financials Yes
Eduardo Marquis DIR – Project Manager Yes
Ginger Salone Xerox – Project Manager Yes
Ivan Mazoch Xerox Yes
Joe Meyer TDI – Project Manager Yes
Kelley Martin Xerox Yes
Kellie Turner Texas Department of Transportation (TxDOT) – Project Manager Yes
Pam Thomas CPA – Software Development Yes
Sandra Woodruff CPA – Manager, Statewide Fiscal Systems Yes
Spencer Earl TDI – Integrated Statewide Accounting System (ISAS) Project Manager Yes
Stephen McDonald CPA – Director of Purchasing Yes
Steve Schiurring CPA – CAPPS Financials Yes
Tim Adams CPA – ISAS Manager Yes

1. Meeting Minutes Approval

2. CAPPS Reporting Approach

3. CAPPS Reporting Administration Guidelines

4. Financials Project Initiatives: Project Plan

5. Financials Project Initiatives: Upgrade to PeopleSoft 9.2 and PeopleTools 8.53

6. Financials Project Initiatives: Convert Core Requisition Workflow to PS Baseline

7. Financials Project Initiatives: Convert TINS ‘2’ Vendor Numbers

8. Financials Project Initiatives Recap

9. DIR Requests

10. Action Items