The Financial System Project (F$P) is a Citywide initiative to implement a new enterprise financial and procurement system that launched on July 3, 2017. DCYF participates in certain functions in F$P, which affects how DCYF does business with grantees. We understand that change is often difficult, but the City is investing heavily to ensure continuity in order to phase out the City’s out-of-date systems.
Important Instructions and Information for DCYF Grantees
1. Registering an F$P Account
If you need additional support please contact the helpdesk at firstname.lastname@example.org or call (415) 944-2442.
2. Confirming Mailing and Remittance Address
Once you have system access, you must make sure that your mailing and remittance address are correct in the system. This will ensure that any check payments and/or other correspondence is sent to the correct location. This is particularly important for large organizations that have many office or branch locations. Note that grantees that have multiple addresses in the system should confirm all of them, particularly the remittance address where checks are mailed.
You must also make sure that your mailing address is correct in the system so that any check payments or other correspondences are sent to the right location. This is particularly important for large organizations who have many office or branch locations. Note that grantees that have multiple addresses in the system and should confirm all of them, particularly the remittance address where checks are mailed.
3. Supplier Online Trainings and In Person Workshops
We encourage you to check out the list of online trainings on how to navigate the system. As a reminder, DCYF is participating in some functions of the system. Grantees who do business with multiple City departments that use more system functions may find these trainings helpful. Click here to find the list of trainings (https://sfcitypartner.sfgov.org/Training/TrainingGuide).
The City is also providing open lab sessions and in the future intends to provide in person workshops. In open labs, all suppliers including our grantees can ask questions and walk through their actual problems on a computer with an F$P staff person. We strongly recommend that grantees who have system access and are having trouble completing tasks or finding information attend open labs on Mondays between 10:00 AM -5:00 PM at 1155 Market St, 6th Floor. If there are questions related to Open Labs, grantees can contact Cathy Ko at 415-556-7952.
What Will Stay the Same for DCYF Grantees?
DCYF grantees will continue to use our current Contract Management System (CMS) run by Cityspan for workplan management, submitting invoices, and recording programmatic activities. DCYF’s grantees will not be moving onto F$P for these key functions.
The current Request For Proposals/Qualifications (RFP/RFQ) for FY 18-19 through FY 22-23 remains on our Cityspan platform, albeit an updated one. DCYF has not moved to F$P for RFP and RFQ processes at this time. For detailed information about the RFP/RFQ, please visit our page: http://www.dcyf.org/index.aspx?page=37.
What Will Change for DCYF Grantees?
Grantees will have an F$P account with a single point in contact for each organization. This contact person will be able to update the organization’s banking account and other pertinent information in the new system.
Grantees who do business with other City departments may be using additional F$P functionalities and may receive different information on the new system. For example, some other departments will conduct RFPs and receive electronic invoices from their contractors through F$P, while DCYF will be using CMS for these functions for the indefinite future for our work with Community Based Organizations.
Grantees will also be able to check payment statuses in the new system and no longer need to check with their program specialists.
What is F$P?
Please keep in mind that DCYF will use certain functionalities of the new system. Grantees may receive different information on the new system if grantees do business with multiple City departments. See the links below to learn about the citywide system changes.
Who Should I Contact for Any Questions?
Please use the resources below before reaching out to your program specialist.