# Presentation: 276430

## Financial Data Integration Improvement Plan

- Presented by**Pat Wensel**

## Financial Data Integration Improvement Plan 

***President’s Management Agenda – Financial Performance***
- Getting to Green Requires the Department to:
- Meet all yellow standards for Financial Performance
- Produce accurate and timely financial information that is used by management to inform decision-making in key areas of operations
- Implement a plan to continuously expand the scope of its routine data use to inform management decision-making in additional areas of operations

*Complete*

*In Progress*

*In Progress*

- Office of the Chief Financial Officer

## Financial Data Integration Improvement Plan 

***The Green Plan Includes:***
- Clearly defined business areas, risk areas or cost drivers
- Key business questions managers need answered on a systematic basis
- Current examples of accurate and timely financial information
- Description of how the Department plans to expand the scope of its routine data including milestones and results plan with defined baselines and goals for each initiative

- Office of the Chief Financial Officer

## Financial Data Integration Improvement Plan 

***Getting to green means operating Agriculture like a business***
- Making sound business decisions based on accurate and timely business information
- Building financial discipline into USDA’s decision making
- Integrating financial and business performance information
- Delivering information to USDA managers before they need it
- Creating a culture of performance accountability

- Office of the Chief Financial Officer

## Financial Data Integration Improvement Plan 

**Financial Data Integration Improvement Plan **

***      ******USDA’s Progress on the President’s Management Agenda***
- 			_June 30, 2003_	_June 30, 2004_	_June 30, 2005_

- Human Capital
- Competitive Sourcing
- Financial Performance
- Budget & Performance
-  Integration
- E-Government
- Real Property Asset
- Management
- Eliminating Improper
- Payments

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- Office of the Chief Financial Officer

## 
Getting to Yellow (Compliance) – In Process

To achieve yellow status for financial performance the USDA was required to:
Receive an Unqualified Opinion on the Financial Statements
Meet Financial Statement reporting deadlines
Report that its systems are in compliance with FFMIA
Eliminate all chronic or significant Anti-Deficiency Act violations
Eliminate all material auditor-reported internal control weaknesses
Eliminate all material non-compliance with laws and regulations
Eliminate material weaknesses or non-conformance reported under sections 2 and 4 of the Federal Managers’ Financial Integrity Act 

***Getting to Yellow (Compliance) – In Process***
- To achieve yellow status for financial performance the USDA was required to:
- Receive an Unqualified Opinion on the Financial Statements
- Meet Financial Statement reporting deadlines
- Report that its systems are in compliance with FFMIA
- Eliminate all chronic or significant Anti-Deficiency Act violations
- Eliminate all material auditor-reported internal control weaknesses
- Eliminate all material non-compliance with laws and regulations
- Eliminate material weaknesses or non-conformance reported under sections 2 and 4 of the Federal Managers’ Financial Integrity Act

**Financial Data Integration Improvement Plan **

** ****Y**

- Office of the Chief Financial Officer

## Financial Data Integration Improvement Plan 

***Phase 1 - Developing the Financial Data Integration Improvement Plan***
- Getting to Green
- Identified how major business areas are already using financial information
- Presented business area initiatives to OMB
- Developed an outline Financial Data Integration Improvement Plan
- Received OMB feedback on outline plan
- Developing the Draft Plan

** ****G**

- Office of the Chief Financial Officer

## Financial Data Integration Improvement Plan 

- Phase I Getting to Green
- Identified Business Areas, Current Initiatives & Future Plans
- Corporate
- Corporate Financial Management Systems Architecture (CFMS)
- Corporate Financial & Performance Reporting
- Financial Management Modernization (FMMI)
- Enterprise Architecture
- Federal Real Property Asset Management
- Rural Development
- Credit Reform Initiative
- Future Recovery of Guaranteed Loan Losses
- Rural Utilities Loan Servicing Systems (RULSS)

**G**

- Office of the Chief Financial Officer

## Financial Data Integration Improvement Plan 

- Phase I Getting to Green
- Identified Business Areas, Current Initiatives & Future Plans
- Farm Service Agency
- Budget and Performance Management System
- Food and Nutrition Service
- National Database System (NDB8)
- Expanding Research/Study Activities
- Enhancing STARS II (Food Stamp Retailer Mgmt System)
- Enhancing Food Programs Reporting System (FPRS)
- Forest Service
- Financial Management Improvement Project
- Wildland Fire Management
- Prepared outline plan

**G**

- Office of the Chief Financial Officer

## Financial Data Integration Improvement Plan 

**Financial Data Integration Improvement Plan **

**Develop Production**
** ****ATCAN Online System**

- April 05			May 05			June 05

***Milestones for finalizing the plan***

**Prepare Draft Plan**

**Develop Plan Strategy & Expand Outline**

**OMB Review**

**Prepare Final Plan**

**Green**
** ****Status**

- Office of the Chief Financial Officer

## Financial Data Integration Improvement Plan 

- Phase II Keeping it Green
- Implementing the Financial Data Integration Improvement (Green) Plan
- Continuous expansion of Financial Data Integration efforts
- Identifying and exploiting new sources of data to help inform management decisions
- Financial Systems integration and consolidation
- Establishing metrics and Measuring Progress
- Institutionalizing Best Practices
- Delivering Integrated Results

** ****G**

- Office of the Chief Financial Officer

## Financial Data Integration Improvement Plan

- Improved Program Efficiency
- Financial Integrity
- Error Reduction (e.g., improper payments)
- Contract Management
- Procurement Decisions
- Asset Management (O&M Cost Control)

- Internal Controls Strengthening
- Travel & Purchase Card Management
- Credit Management
- Debt Collection
- Grants Management

***Potential areas impacted by financial data integration***

- Office of the Chief Financial Officer

## Management Initiatives Tracking System

- Agricultural Credit Insurance Fund
- Animal Welfare
- APHIS Plant and Animal Health Monitoring Programs
- Bioenergy
- CCC Marketing Loan Program
- Community Facilities Program
- Conservation Technical Assistance

***Executive DashBoard - data integration for informed Decision-making***

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- ...._*Show More Part Programs*_

- Key:
- Manage OMB Recommendations
- Manage OMB Part Questions
- View Performance Information
- Complete OMB Questions

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- USDA Status: FY 2005

- USDA Status: Feb 2005

_*Select Report Month:*_
- FEB 2005_* *_

- GO

- My Due PART Milestones: Feb 05
- Target Date    Actual Date                 Milestone
- 02/01/2005     02/01/2005   Research Best Practices
- 02/02/2005		 Monthly Status Meeting
- 02/14/2005	  02/18/2005   Brain Storming Session

- Home      My Account       My Report       My Modules       Manage Users       Feedback

- Office of the Chief Financial Officer

## Financial Data Integration Improvement Plan 

***QUESTIONS ????***
***Contact:******	******Pat Wensel***
***	******	******(202) 720-1175***
***	******	******pat.wensel@usda.gov***

- Office of the Chief Financial Officer