**Business Rules for Annotations**

**(SES Performance Templates)**

[Background:]{.underline}

The FY 2007 SES Annual Performance Plans must include a report on all
GPRA and PART performance measures. GPRA and PART measures are
identified by a G or P preceding each measure in Enterprise Planner. The
Department of the Interior requires SES managers to explain in their
Annual Performance Plans why the fiscal year GPRA or PART measure
targets were not met or exceeded. The Service has developed web-based
SES Performance Templates for GPRA and PART measures that will be used
to prepare the FY 2007 SES Annual Performance Plans.

There are three categories of final FY 2007 GPRA and PART performance
measure values in the SES Annual Performance Plan report:

1\) [Not met]{.underline}. Less than 95% of the FY 2007 target.

2\) [Met]{.underline}. Between 95% and the FY 2007 target.

3\) [Exceeded.]{.underline} Greater than the FY 2007 target.

[Specific Guidance]{.underline}

\(a\) As the actual or substitute actual FY 2007 performance data are
entered in Enterprise Planner (EP), another EP column will immediately
display the percentage change from FY 2007 target. This will inform the
EP user if brief annotation comments are necessary for the performance
measures that either were [not met]{.underline} or were [exceeded by
50%]{.underline}. If a target was met, no explanation is required. The
annotations should be entered in the cell that contains the FY 2007
reported data (actual or substitute actual). After EP is locked, all
annotations for GPRA and PART measures will be entered automatically in
the Actual Accomplishment box in the SES GPRA or PART summary reports.

\(b\) Some Actual Accomplishment boxes may require editing. For example,
for some measures several programs report program data that are
rolled-up to a single performance measure value. It's possible that all
contributing programs may enter comments in their respective annotation
cell. As a result, the Actual Accomplishment box will contain several
comments from different programs. Thus, it may be necessary to edit the
narrative in the box. Also, the explanation for a single program's
measure may require modification.

\(c\) Before editing, it is necessary to download the GPRA or PART
summary reports from the Planning/ABC website. Navigate to the Fish and
Wildlife Service Activity Based (ABC) portal. The files are located
under Cost and Performance Management/Employee Performance Plan/SES
templates/ Element 1a or 1b.

GPRA: <http://www.fws.gov/planning/Planning/ses_templates.html#1a> or

PART: <http://www.fws.gov/planning/Planning/ses_templates.html#1b>

\(d\) Click on the desired Region and the GPRA or PART report will
appear on a Cognos Viewer screen.

\(e\) To edit the Actual Accomplishment boxes in the SES GPRA or PART
summary reports, click in the enclosed box containing the comments from
EP. Make the necessary edits and click on the button on the right side
of the edited box.

\(f\) To save the file to your hard drive, scroll to the upper right
corner of the screen and click on View in PDF format. After the file is
converted to PDF format, click on Save a Copy on tool bar, rename the
file, and save it to your hard drive.