Project Team

Aggie Enterprise Project Team

Executive Sponsor

Clare Schinnerl
Vice Chancellor Finance, Operations & Administration (FOA)
cshinnerl@ucdavis.edu

Governance

Matt Okamoto	Chair, Aggie Enterprise Governance Assistant Vice Chancellor & Controller	Finance, FOA
Radhika Prabhu	Co-Chair, Aggie Enterprise Governance Assistant Vice Chancellor	Business Transformation and Technology, FOA
Mike Kuhner	Assistant Vice Chancellor & Chief Procurement Officer	Supply Chain Management, FOA
Sarah Mangum	Associate Vice Chancellor & Budget Director	Budget Office, FOA
Sonja Colbert	Delegate for the Chief Information Officer	Information and Educational Technology
Tania Walden	Chief Financial Officer & Treasurer	UC Davis Foundation
Liz Lippuner	Controller	UC Davis Health System
Angie Lewis	Executive Director, IT Enterprise Applications	UC Davis Health System
Jennifer Sang	Executive Associate Dean	College of Biological Sciences
Mary McNally	Executive Associate Dean	School of Veterinary Medicine
Sree Mada	Chief Information Officer	Agriculture and Natural Resources
Leslyn Kraus	Director	AMAS, IV & V & Ex-Officio
Erica Aichwalder	Manager	Office of Business Transformation, FOA, Ex-Officio
Emily Sanson-Smith	Academic Liaison	Finance, Ex-Officio
Jackie Velásquez	Senior Project Manager	Administrative Information Technology, FOA, Ex-Officio

Project Management Office (PMO)

Jackie Velásquez	Senior Project Manager	Administrative Information Technology
Jenn Valdeabella	Project Manager - Cross Functional/RTR	Administrative Information Technology
Rebecca Shin	Project Manager - Technology/Governance	Administrative Information Technology

Change Management, Communications and Training (CCT)

Erica Aichwalder	CCT Team Lead	Office of Business Transformation
Jennifer Eting	Communications Lead	Finance, Operations and Administration
Leslie Olsen	Service Desk Lead	Administrative Information Technology
Emily Sanson-Smith	Academic Liaison	Finance
Alicia Webber	Change Practitioner	Office of Business Transformation

Process Design

Record to Report (RTR) - Financials

Mike Legrand	RTR Lead & Inter-Department Billing/Recharge	Finance
Sylvia Montgomery	AR, Cash Management & Advanced Collections	Finance
Courtney Finn	Fixed Assets	Finance
TBD	General Ledger	Finance
Kristin Pereira	UCPath Integration	Finance

Project Portfolio Management (PPM) - Projects and Grants

Valerie Cruz	PPM Lead & Cost Management	Finance
Francisco Andrade	Awards/Grants Management	Finance
Stephanie Mata	Billing & Revenue	Finance

Enterprise Performance Management (EPM) - Planning/Budget

Tiffany Wright	EPM Lead/ Budget & Planning	Budget and Institutional Analysis
Terrence Ireland	Lead & Forecasting	Budget and Institutional Analysis

Procure to Pay (PTP) - Supply Chain Management

Jen Carmichael & Eddie Montes	PTP CO-Leads	Supply Chain Management
Jen Carmichael	Inventory Management	Supply Chain Management
Diane Davies-Conley	Tax	Finance
Mike Kuhner	Accounts Payable & Travel/Pcard/Banking	Supply Chain Management
Eddie Montes	Accounts Payable Co-Lead	Supply Chain Management
Mike Morgan	Self Service Procurement Co-Lead	Supply Chain Management

Risk & Controls

Lisa M Montesanto	Risk & Controls (Access & Security) Lead	Finance
Unassigned	Advanced Financial Controls Lead
Unassigned	Financial Reporting Compliance Lead

Technology

Jonathan Keller	Systems Integration Framework Lead	Administrative Information Technology
Nate Affleck	Security & Infrastructure Lead	Administrative Information Technology
TBD	Boundary Systems Lead	Administrative Information Technology
Jean Zhou	Configuration /Data Conversion Lead	Administrative Information Technology
Dan Lasala	Oracle Environment Management Lead	Administrative Information Technology
Lani Lozano	Reporting Lead	Administrative Information Technology

Transition

Deloitte	Test Lead
Service Owners	Systems Decommissioning & Data Archival Leads
Deloitte	Cutover Lead
Aggie Enterprise PMO	Cutover Coordinator

Chart of Accounts (CoA) Project Team

Project Sponsors

Matt Okamoto
Controller
mwokamoto@ucdavis.edu

Mike Legrand
Associate Controller
mrlegrand@ucdavis.edu

Design Team

The Design Team led the CoA workstream in the segment design of the new Chart of Accounts project. The team was charged with developing the CoA prototype to support the configuration in the new financial system. The prototype was developed by soliciting requirements from stakeholders through the Discovery Sessions, and validated through Proof of Concept sessions. On July 1, 2021 the final CoA design and segment definitions were approved by Aggie Enterprise Governance. Upon completing their work, Design Team members are being redeployed to support ongoing Chart of Accounts and Aggie Enterprise activities.

Debbie Tran	Project Manager
Jessie Catacutan	College of Engineering
Terrence Ireland	Budget and Institutional Analysis
Lani Landayan	ANR
Mike Legrand	Finance
Eddie Montes	Supply Chain Management
Jim S eibert	Finance
Alicia Webber	Office of Business Transformation

Core Team

The Core Team will lead and coordinate the implementation of the new chart of accounts in conjunction with the new financial system. The Core Team will coordinate specific CoA activities such as legacy account clean up, developing mapping and conversion rules, converting the legacy CoA to the future CoA and conversion validation. The Core Team will also coordinate all Change, Communications and Training (CCT) related activities.

Debbie Tran	Project Manager
Jessie Catacutan	College of Engineering
Terrence Ireland	Budget and Institutional Analysis
Lani Landayan	ANR
Mike Legrand	Finance
Eddie Montes	Supply Chain Management
Jim S eibert	Finance
Bhupesh Sovani
Alice Albeck	Finance
Jackie Velásquez	Administrative IT

Common Operating Fund Initiative (COFI) Project Team

Project Sponsor

Sarah Mangum
Associate Vice Chancellor
Budget and Institutional Analysis
semangum@ucdavis.edu

Core Team

Terrence Ireland	Project Lead, Budget and Institutional Analysis
Joe Borges	Budget and Institutional Analysis
Michael Legrand	Finance
Kristen Pereira	Finance
Jim Seibert	Finance
Bhupesh Sovani