# Presentation: 079162

## Integration Across Business Lines

**Panel Discussion**
**DOI Business Integration Conference**
**April 2, 2008**

## Presenters

- Debra Sonderman, Director, Office of Acquisition and Property Management
- Michael Howell, Chief Information Officer
- Dan Fletcher, Director, Office of Financial Management
- Doug Bourgeois, Director, National Business Center
- Pam Haze, Director, Office of Budget

## Agenda

- Overview of Areas of Responsibility
- Shared Policy and Program Goals
- How we Connect Across Business Lines
- Office Cameos
- Case Studies
- Emerging Opportunities
- Open Discussion/Questions

## Areas of Responsibility

**Program Goals**

**Office of **
**Budget**

**Office of **
**Acquisition & **
**Property **
**Management**

**CIO**

**Office of **
**Financial **
**Management**

**NBC**

**CPIC**
**Capital Improvement 5-Year Plan**
**Exhibit 54 - Space**
**System Owner**
**Asset Management Team**

**PAR**
**CWIP**
**Financial Statements**
**System Owner**

**Capital Asset Management**
**Exhibit 53 - IT**
**eCPIC**
**IT Investment Review Board**
**IT Management Council**

**Aviation Management**
**System Owner**
**Service Provider**
**Working Capital Fund**

**Formulation & Execution**
**Reprogramming**
**Working Capital Fund**

***Areas of Responsibility***

## President’s Management Agenda Scorecard 
Financial Performance
Real Property
E-Government
Performance Improvement 
Energy Management, Transportation Management
Capital Planning & Investment Control
Asset Management
IT Management, Space Management, Financial Systems Management (Exhibits: 53 and 300, 54, 52, 33)
Working Capital Fund Management and Execution
GPRA - Annual Performance and Accountability Report and the Annual OMB and President’s budget
Effective Deployment/Hosting of Enterprise Systems

- President’s Management Agenda Scorecard
*Financial Performance*
*Real Property*
*E-Government*
*Performance Improvement *
*Energy Management, Transportation Management*
- Capital Planning & Investment Control
- Asset Management
- IT Management, Space Management, Financial Systems Management (Exhibits: 53 and 300, 54, 52, 33)
- Working Capital Fund Management and Execution
- GPRA - Annual Performance and Accountability Report and the Annual OMB and President’s budget
- Effective Deployment/Hosting of Enterprise Systems

## Communication Channels

- Formal Governance Bodies – Joint Representation
*Working Capital Fund Consortium*
*IT Investment Review Board, ITMC, E-Gov Team, OS-IRB*
*Asset Management Team*
*Management Initiatives Team *
*FBMS Executive Steering Committee*
*CFO Council *
- Weekly Deputy Assistant Secretary Meetings
- Collaborative/Coordinated Guidance
- Bureau Budget Reviews

## Linking Information Across Business Lines 

- Exhibit 53 – IT projects
- Exhibit 300 – Capital Projects (IT and Construction)
- Exhibit 54 – GSA-provided and Leased Space
- Exhibit 52 – Financial Systems
- Exhibit 33 – Motor Vehicle Fleet
- Asset Management 5-Year Plan
- Budget Submission to OMB and Congress

## Timeline for IT Portfolio Management 

***Timeline for IT Portfolio Management ***

## Capital Planning and Investment Control Process 

**Bureau CPIC Process and IRB **

_**Secretary**_**Management Excellence Team**

**Management Initiatives Team**

**	**_**Asset Management**_** ****	****	****	****	**_**IT Management**_
**Asset Management Team ****	****	****	****Investment Review Board**
**Asset Management Partnership****	****	****	****Technology Management Council**
**Asset Specific Partnership/Working Group****	****	****E-Gov **

***Capital Planning and Investment Control Process ***

## Office of Acquisition and Property Management

- Capital Planning and Investment Control Process - Exhibit 300 – Construction Projects
- Space Management/Exhibit 54 – GSA-Owned and Leased Space
- Co-System Owner - FBMS
- System Owner - IDEAS/QMIS
- Asset Management/5-Year Plan
- Budget Submission to OMB and Congress

## DOI Chief Information Officer

- Capital Planning and Investment Control (IT projects, Exhibit 300’s), IT Portfolio Management (Exhibit 53)
- Chief FOIA Officer and Senior Agency Official for Privacy
- System Owner – ESN, Active Directory
- Policy Direction - Enterprise Architecture, IT Security, Radio, Telecommunications, Data, Records, Privacy, FOIA, Web, Section 508

## Director, Office of Financial Management

- Deputy Chief Financial Officer
- Annual Performance and Accountability Report – Annual Financial Audit
- Internal Controls and Audit Following – GAO and OIG
- Co-System Owner - FBMS
- System Owner – FFS, Hyperion
- CFO Council
- Finance Officer for the Office of the Secretary – CUPCA, NRDA, CHF, OS, WCF

## Director, National Business Center

- Government provider for Human Resources Line of Business, Financial Management LOB
- Business Center for DOI and other agencies, e.g. drug testing, acquisition, financial services
- Budget formulation and execution for WCF-NBC
- Franchise Fund manager
- Operation and hosting for systems – FPPS, FFS, IDEAS, FBMS, SMIS, many others

## Director, Office of Budget

- Budget Submission to OMB and Congress
- Apportionment and Allotment control
- WCF Manager
- Budget Officer for OS and WCF-OS
- Coordination and review of Exhibits
- Liaison with OMB on Budget and Appropriations Subcommittees

## Case Studies

- _Financial and Business Management System_
- System Owners – PFM, PAM (PMO)
- Hosting – NBC
- Executive Steering Committee – All
- IT Portfolio review – All
- Communications with OMB and input to budget – All
- _Consolidated IT Hardware Purchases_
- Management of Contract – BLM and USGS
- Technology Standard – Developed by CIO’s
- Acquisition Strategy – PAM, BLM, CIO and OSDBU
- Budget Savings – POB
- Reporting Accomplishments – CIO, PFM

## Emerging Opportunities

- _Enterprise Approaches_
- Consolidated Wireless Service
- Maximo – Single Platform
- Radio Interoperability and Improved Management
- Desktop, Helpdesk and Data Center Consolidation
- IT Security
- Records
- FOIA
- Space collocation

## Issues and Potential Improvements

- Cost data
- consistent cost data with adequate detail in budget, finance, CPIC, and project mgmt. documents & systems
- ability to measure and report planned vs. actual
- ability to count both total program costs & total IT costs
- Performance data
- adequate, meaningful performance measures
- ability to measure and report planned vs. actual
- Process improvements – how can we standardize, streamline, integrate, and improve process efficiency & effectiveness?
- Communications – how can we improve getting the right information to the right people at the right time?

## Discussion

- Open Discussion
- Comments/Suggestions
- Questions