Office of the Chief Financial Officer Jeffrey Fernandez Chief Financial Officer JULY 25, 2007 OCFO TOWN HALL MEETING

Office of the Chief Financial Officer 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

1 Minute 4 Safety Ergo injuries are PREVENTABLE if DISCOMFORT is reported early! Signs of common musculoskeletal discomfort include: Soreness Pain Numbness Cramping Tingling Burning Swelling Strength Loss Skin color change Stiffness, loss of flexibility Vision discomfort When you begin to experience musculoskeletal discomfort: Notify your supervisor and safety coordinator. Request an ergonomic evaluation. Seek medical assistance from Health Services. For additional information contact Ira Janowitz, EH&S Division (x7170).

Office of the Chief Financial Officer Dr. Paul Alivisatos, Associate Laboratory Director for Physical Sciences "Solar Cells and the Helios Project"

Office of the Chief Financial Officer Angela Dawn White Web 2.0 Tools to Enhance Communication in the OCFO

Office of the Chief Financial Officer OCFO STRATEGIC PLAN UPDATE Sr. Management team: June off-site meeting OCFO vision developed Set of values created 2005 Plan updated

Office of the Chief Financial Officer 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.

Office of the Chief Financial Officer 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 OCFO’s performance by making things better. Accept full ownership and follow through with all customer inquiries.

Office of the Chief Financial Officer OCFO VALUES, cont’d 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.

Office of the Chief Financial Officer OCFO STRATEGIC PLAN Organizational Transformation  Supply Chain: (on-going)  Property: (on-going)  Travel Management Systems and Processes: (on-going)  Controller’s Office Transformation - (on-going)  Benchmarking: ?

Office of the Chief Financial Officer OCFO STRATEGIC PLAN, cont’d Information Technology (IT) Strategy – New  Engage in strategic planning, collaborate with IT  Re-engineer business processes  Understand capabilities of existing systems  Improve reporting capabilities

Office of the Chief Financial Officer OCFO STRATEGIC PLAN, cont’d 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

Office of the Chief Financial Officer OCFO STRATEGIC PLAN, cont’d 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

Office of the Chief Financial Officer OCFO STRATEGIC PLAN, cont’d 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

Office of the Chief Financial Officer Service Awards Ruth Archid Lyjang Angela Huang Leonida “Nida” Payopay 10 Years

Office of the Chief Financial Officer Service Awards David Chen Brian Fox Lorenza Gibson Nancy Saxer 15 Years

Office of the Chief Financial Officer Service Awards Nancy Lee 20 Years

Office of the Chief Financial Officer Service Awards Phyllis Housel Gale 25 Years

Office of the Chief Financial Officer Service Awards Denise Davis Linda (Faye) Mitschang Helen Yatar 30 Years