Data Collection and Tracking Transforming Budget Exercises at Agencies and OMB max.omb.gov/community...
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Transcript of Data Collection and Tracking Transforming Budget Exercises at Agencies and OMB max.omb.gov/community...
Data Collection and Tracking
Transforming Budget Exercises at Agencies and OMB
max.omb.gov/community
Budget Formulation and Execution Line of Business (BFELoB)
Agenda Goals and Objectives and Approach Accomplishments
ExercisesServices
Next StepsUpcoming ExercisesQ&A/QFR/Briefing BooksHow to Get Involved
Goals and ObjectivesOptimize Data Collection/ Tracking• Tools and services that capture, process, and manage data government-wide. • Review and optimize recurring budget exercises.• Define data exchange methodologies and tools.
Description – identify, acquire, and make available processes, technologies, and services that enable the budgeting community to capture, process, and manage data from multiple sources government-wide. Will be agile enough to enable use for fast-turnaround exercises, handles both text and numbers, and have access controls that enable staged data sharing.
Outcomes and Benefits – will greatly improve OMB and agency efficiency and effectiveness in carrying out the numerous budget data exercises that occur. Benefits will apply to both central budget exercises and exercises at the departmental/agency level.
Approach Flexible framework of services and tools Collaborate “early and often” using the MAX
Federal Community Reach deeper into agencies/components
Accomplishments Pilot data collection exercises
demonstrate and expand capabilities while providing immediate value
Robust framework for centralized data collection exercises
Simplified data collection capabilities using MAX Federal Community
Pilot Q&A/QFR exercise
Data Collection Exercises Earmarks Continuing Resolution Credit Supplement Report Improper Payments Across the Board Monthly Outlay Plans OMB Q&As MSR Change Sheets
Data Collection Exercises Earmarks
Earmarks
2005 Baseline Detail (Early 2007)2008 Tracking (Summer/Fall 2007) 2008 Baseline Detail (Closing this week)2009 Tracking (Kickoff April 16th)
Data Collection ExercisesCredit Supplement Report
Allowed upload of credit reform information output by Credit Subsidy Calculator
Replaced spreadsheet collection method reducing redundant data entry and greatly reducing the workload of preparing and reviewing data submissions
Data Collection ExercisesImproper Payments
Used by OFFM to collect agency estimates on improper payments
Dramatically reduced reporting time
Data Collection ExercisesAcross the Board
Collected across-the-board reduction information that resulted from Omnibus Bill
Treasury used it to issue ATB warrants for 3 agencies
For remaining agencies, Treasury used it to reconcile with agencies submissions for ATB warrants
Data Collection ExercisesMonthly Outlay Plans
Replaced manual method of collecting Exhibit 135B information
Will be used by Treasury’s Office of Fiscal Projections
Eliminates requirement for agencies to submit actual outlays and President’s Budget / Mid-Session Review estimates
Data Collection ExercisesMSR Change Sheets
Will replace manual method of collecting Mid-Session Review change sheet data
Reduces potential for errors Expected May/June 2008
Data Collection ExercisesTechnology Improvements
Rapid turnaround capability - reusable components for Work flow User interfaceData Access (via MAX Home Page)Spreadsheet Upload
Capability to store and retrieve historical information
QFR/Briefing Book Exercises Significant workload for agencies Most agencies use Email, Excel and Word
Often with Word change tracking Extensive workflow requirement
Generally tracked manually (with spreadsheet) A few agencies have systems
SharepointOther?
QFR/Briefing Book Exercises
Requirements Need to track materials for multiple hearings Hundreds of questions per hearing Short turn-around time (5-10 days) Need for extensive cross-checking
Internal, year-to-year, hearing-to-hearing Format is tightly constrained
Font size, etc.
QFR/Briefing Book Exercises
Requirements (continued) Extensive workflow for review and approval
e.g. Program Bureau Agency OMB Sometimes multiple parties at the same time Need to know status and who is accountable
Need to track changesEnsure that key stakeholders’ changes are
accommodated Need to search and re-use content
QFR/Briefing Book Exercises
Potential Solutions Tools that are ready to use now:
MAX Federal Community – include macrosMAX Federal Community – direct editing
What a potential application might look like:Tracking application with links to WikiTracking application with Word/Excel attachmentsExercise builder (database and/or XML)
OMB Q&A ExerciseBriefing Materials for 2009 Budget Rollout (OMB)
500+ questions, 864 pages, categorized by subject Old way -- Microsoft Word -- including table of
contents -- and 40 paper copies, tabbed in binders New way -- Simple interface, with text, standard
table, and PDF attachments. Instant publication with automatic table of contents
QFR/Briefing Book Exercises
Next Steps Validate the Requirements
Input so far from Agriculture, Interior, Labor, Commerce, Education, VA and NSF
Need to hear from more agencies Evaluate Technical Approaches Pilot – need partner agencies
How to Stay Involved Workgroup meetings
Alternate Wednesdays at 11:00 (April 23rd) Upcoming exercises
Q&A/QFR Exercise BuilderMid-Session Review Change Sheets
Comments and recommendations:How can we make these exercises better?Which exercises would be most beneficial?