1. Fiscal policy program Presented by Cindy Draper, Fiscal Policy Officer – Training Days 2018
Introduce myself
This session is to provide an overview of the NEW Fiscal Policy Program and how it is different from the old Fiscal Operations (FIS) Manual

2. https://fa.oregonstate.edu/fiscal-program
Introduction to Fiscal Policy Program 1
* Purpose
* Overview & Structure
* Website & Resources
Pass out Introduction
This can also be found in the Fiscal Policy Manual on the new comprehensive website, which we will explore in a moment.
Click slide
The Purpose of the Fiscal Policy Program is to effectively manage all aspects of fiscal policy, and provide policy, rules, procedures, guidelines & other resources.
The Overview & Structure sections provide additional information about the FPP and the new numbering system.
University Policy for Fiscal Policy Program Authority outlines authority over this program & the fiscal policy manual.
New numbering convention aligns with University Policies & Standards (03) + 3-digits representing the major administrative or functional fiscal activity + 3-digits representing specific fiscal rule within a category.
Click on slide, then link to website
Path to site is shown, but it can also be accessed through the FIS manual.
Navigating Through Online Manual
Variety of ways to locate a FISCAL POLICY
Various GUIDELINES available
QUICK LINKS to various resources
Steps to follow if you need a new or revised fiscal policy
Important Information
Policy Under Review
Now let’s learn more about the roles & responsibilities directly related to the new FPP
Open contacts on website to show lists of Policy Coordinators, Stewards & Committee Members
OREGON STATE UNIVERSITY

3. Fiscal Policy Coordinators 2
* Point of contact for administering
& enforcing fiscal policy
Who are Fiscal Policy Coordinators & what is their role?
Designated staff within each Business Center
Serve as liaisons between staff & the Fiscal Policy Officer
Knowledgeable of & experienced with administering & enforcing fiscal policy
Responsible for processing, implementing & communicating new or revised fiscal policies & associated rules
OREGON STATE UNIVERSITY

4. Fiscal Policy Stewards 3
* Content expert
Who are Fiscal Policy Stewards & what is their role?
Content expert for a particular policy or rule
Designated from a unit within the Controller’s Office
Previously referred to as Policy Owners
May also act as a Coordinator
OREGON STATE UNIVERSITY

5. Fiscal Policy Committee 4
What is the Fiscal Policy Committee & how are they working to improve processes?
I chair the committee, and there are 9 members representing units across campus
Collaborative team that that meets regularly & has been working together over the past year to develop the new Fiscal Policy Program
Support the development and maintenance of OSU’s fiscal policy & associated rules
Provide guidance & make recommendations to ensure fiscal policy is consistent with university policies & standards, as well as the DFA strategic plan
Promote open/transparent communication & facilitate participation in fiscal policy matters
* Collaborative team representing
financial units, business centers
& key stakeholders
OREGON STATE UNIVERSITY

6. What’s New 5 Changes we've already implemented. . . . .
New website to provide easy access to all fiscal policies and associated rules, definitions, FAQs, training opportunities, internal control information, forms and other resources
New Fiscal Policy Manual, with new format and numbering system
New Status Report to track policy under review or revision, and to quickly identify key information (such as who the Policy Steward is)
Program procedures, forms & other resources developed to standardize and improve processes related to requests, inquiries & maintenance of fiscal policies & associated rules
What’s New 5
OREGON STATE UNIVERSITY

7. What’s to come 6 Improvements we're still working on. . . . .
Please reference Our Current Effort on back page of the Introduction for more information about this process
Thorough review of each policy to ensure the following:
Purpose and intent are clear & reasonable
University’s risk assessment is reflected
Content is consistent with university policies & standards, as well as the strategic plan of the DFA
Content is relevant, aligned with the current governance structure and any reference to OUS has been removed
Standardized format, numbering convention & new status fields are updated
What’s to come 6
OREGON STATE UNIVERSITY

8. Questions?
OREGON STATE UNIVERSITY