Department of the Interior Checklist for ABC/M Implementation

Date	Responsible Official/Office	Milestones DOI	Bureau Action Items	Status/Comments
FEBRUARY
Week of Feb 3			Bureaus identify team members for the Cost Structure/ABC Integration Team	Completed
Week of Feb 10			DOI cross-cutting ABC activities are defined for Resource Use, Goal 1: energy, non-energy, forage, forestry, information	Completed
Feb 21 – May 26	LeRon Bielak/OS/PPP	Public comment period for DOI Strategic Plan		Completed
Week of Feb 24			Definition workshops for all quadrants of Strategic Plan	Completed
Feb 25 - March 26			ABC Steering Committee meeting to discuss approach to mapping Activities/Output to Strategic Plan	Completed
MARCH
Week of March 3			Outcome measures are defined for the Resource Use and Resource Protection quadrants of the DOI Strategic Plan	Completed
Week of March 3			ABC Steering Committee meeting to discuss approach to mapping Activities/Output to Strategic Plan	Completed
March 6			Cost Structure/ABC Integration Team meeting (systems accountants) develops strategies for: Assuring a direct link between ABC activity code and budget activity Least impacting cost structure for each Bureau Consistency among Bureaus where possible Necessary table changes for each Bureau Completing and testing modifications by August 15	Completed
Week of March 10			DOI cross-cutting ABC activities are defined for the Serving Communities, Resource Protection, and Resource Use-Goal 2 quadrants of the DOI Strategic Plan	Completed
March 14 – May 19	Betty Buxton/BLM		Begin work process definitions and development of DOI Goal, Process, Activity Matrix	Completed May 19
April
Week of April 16	Betty Buxton/BLM Bill Webber/OS/PFM		Cost Structure/ABC Integration Team completes: Identification of cost structure changes for each Bureau Report identifying the changes each Bureau needs to make Briefing on status and issues for the DAS, Budget and Finance	Completed
April 15 – September 30	Lynn McPheeters, Bob Veltcamp/DOIU Bureau ABC Training team		DOI and Bureaus begin to develop training on how to code time and purchases to the DOI ABC activities Contract w/vendor to develop ABC training CD Complete Dept script Schedule Dept/bureau execs for filming Develop training deployment strategy	Bureau scripts completed 8/15 Contract awarded to Vodium 6/2 Filming for dept/bureau execs completed 8/19 All filming completed 8/26 Training deployment strategy completed 8/28
Week of April 21	USGS, NPS, BIA, FWS, BOR pilot coordinators		Arizona pilot is complete. Participating bureaus report out on results of pilot	Completed April 28
MAY
May 9	Dave Anderson/OS/PPM	e300 for T & A system submitted to CPIC committee		Completed
Week of May 12	Lynn McPheeters, Bob Veltkamp/DOIU		Lessons learned from Arizona pilot are incorporated into the training being developed by DOI and Bureaus	Completed 5/20
May 19-June 9	Dot Sugiyama/OS/PAM		Bureaus review draft output, outcome measures, & activity definitions and provide comments/changes	Completed 6/9
May 31	Dot Sugiyama/OS/PAM Kate McKenna/NBC	Award ABC/M System contract		Completed 5/30
JUNE
June 3	Dot Sugiyama/OS/PAM Martin Quinlan/NBC	ABC/M System Project Management Team meets w/contractor to develop DOI/contractor project management plan		Completed 6/3.
Week of June 9	Kit Muller/BLM		Bureaus/OS review comments to ABC activity definitions, workload measures, outputs and develop ABC activity definition set to populate ABC/M system for Oct 1	Workshop held 6/11-12. Work on activity scrub incomlete. ABC Activity Oversight Team (AOT) (subcommittee to ABC Steering Committee) to complete work on activity matrix scrub by 7/23; activity definitions by 7/31.
Week of June 16	Bill Webber OS/PFM Betty Buxton/BLM		Follow-up bureau progress in cost structure changes.	Meetings held 6/16-17 with BIA/USGS/FWS/ NPS/BOR. Meetings with MMA/NBC/OSM held week of June 30.
Week of June 25	Dot Sugiyama/OS/PMB		Each Bureau nominates 3 individuals with broad program knowledge to serve on DOI’s ABC/M Activity Oversight Team (ABC-AOT) Tenure on the team will be 3 years and will require approximately 3 weeks per year	Completed – bureau subcommittee of ABC Steering Committee working on activity scrub from 6/27-7/17 self-nominated as AOT.
JULY
Week of July 1	Ron Shepherd/OS/PIR, Betty Buxton/BLM, Mike McGreer /OS/PPP, Dot Sugiyama/OS/PAM, Martin Quinlan/OS/NBC	Form Configuration Control Board for ABC/M system		Independent meetings with CALIBRE have occurred to facilitate design of ABC/M performance and cost modules.
Week of July 8	Dot Sugiyama/OS/PAM; Chris Richey/NBC	Meet with OS Office Directors, OS/Bureau Program Mgrs and ABC Program Mgrs to discuss coding rules.		Completed 7/17. Series of one-on-one meetings with OS Office Directors and AOT have occurred between 6/25 - 7/17 to scrub ABC activities. Meetings have generated coding rules for activities discussed.
Week of July 23	Dot Sugiyama/OS/PAM	DOI Goal, Activity Matrix is completed with buy-in from all the Bureaus		Completed 8/22. Met w/ Scott Cameron and staff to resolve disconnects between activities and intermediate strategies
Week of July 23	Bill Webber/OS/PFM	Cost Structure team is provided the DOI Goal, Activity Matrix to begin coding cost structure changes		Bureaus were provided activity matrix and activity definitions to begin work on 8/10. NPS/FWS activity definitions still pending. Activity codes provided 9/2-9/8.
Week of July 30	Dot Sugiyama/OS/PAM; Bill Webber/OS/PFM; Betty Buston/BLM; Barbara Whitford/NBC		Bureaus provide DOI with a final crosswalk of Bureau-specific work activities to DOI crosscutting work activities Sum total cost of outputs equals Statement of Net Cost Sum total cost of outputs equals the total cost for the accounting period (cash basis) Sum total cost for the accounting period equals the sum total cost for intermediate outcomes and end outcomes	Met w/ bureaus to review crosswalks 7/30-8/9. Requesting bureaus provide final crosswalk week of Sep 23.
AUGUST
Week of Aug 6	Dot Sugiyama/OS/PAM; CALIBRE	Define Executive Dashboard view with Departmental leadership		Administered questionnaire to MIT subcommittee on Planning, Budget & Financial Integration for design ideas; solicited input from ABC Steering Committee on 7/23. Presented mock-up views to DepSec - Budget & Finance 8/6.
Week of Aug 11	Betty Buxton/BLM Bill Webber OS/PFM	End milestone for this task. Bureau CFOs are to certify/confirm system is ready for 10/01/03.	All changes (tables, screens, and reports) needed to begin recording DOI cross-cutting ABC/M activity codes in FFS have been completed and tested by all Bureaus Accounting records are structured in a manner to ensure that every spending transaction contains an ABC work activity code (and corresponding output) that is linked to the budgetary account that is funding the transaction – all labor and operations	Bureaus working progress
Week of Aug 15	Betty Buxton/BLM	All output, outcome measures, and activity definitions are complete and loaded into DOI work activity database		Activity titles/codes entered 9/8; definitions and measures must be finalized-awaiting input from NPS/FWS as of 9/8
August 19	Tony Garrett/BLM; Dolores Chacon/NBC	ABC Satellite broadcast with bureaus		Completed 8/19. Providing bureaus with copies of taped broadcast.
August 20	LeRon Bielak/OS/PPP		Bureaus submit five-year targets for end outcome and intermediate outcome measures in the DOI Strategic Plan
Aug 20 - Sept 30	Lynn McPheeters, Bob Veltkamp/DOIU; ABC Training contractor	Deliver ABC Training		USGS presented cyberseminar 8/26. Bureaus review training on Vodium link 9/3 Edits due to Vodium 9/8 Bureaus submit requests for # of CDs needed to DOIU 9/8 Internet link and CDs available for employee access 9/15
August 31	ABC/M System contractor	Performance module prototype delivered
SEPTEMBER
Week of Sep 8	Mike McGreer/OS/PPP		DOI/Bureaus complete any needed modifications to workload and performance systems to accommodate new outputs and outcome measures
Week of Sep 15	Mike McGreer/OS/PPP	End outcome and key intermediate strategies defined for Performance Module
Week of Sep 15	Dot Sugiyama/OS/PAM; Chris Richey/NBC; Betty Buxton/BLM	Publish ABC/M coding rules
Week Sep 15	Mike McGreer/OS/PPP, Dot Sugiyama/OS/PAM Bureau ABC Program Managers, Performance Management Council	Form ABC/M System Integrated Test Team
Week Sep 15	Mike McGreer/OS/PPP, Dot Sugiyama/OS/PPP, ABC/M System Integrated Test Team	Develop test criteria for ABC/M system
September 15 - December 31	ABC/M System Test Team and Users Group, DOI ABC/M Configuration Control Board	Test Team and Users Group test performance module. Performance module finalized
Week of Sep 15	Dot Sugiyama/OS/PAM	Present completed ABC/M Activity/Goal matrix showing DOI cross-cutting activities to Asst Secs/Sec Norton
Sept 22	LeRon Bielak/OS/PPP		Remaining intermedieate strategies defined for performance module
Week of Sept 30	Lynn McPheeters, Bob Beltkamp.DOIU; Bureau ABC training team		Bureaus develop "pocket tools" to encourage truth in coding and assist employees in learning and remembering new ABC activity codes
OCTOBER
Week of October 1			Bureaus will code time to activities into FPPS via paper or front-end system;
October 1	ABC/M System contractor	ABC/M module prototype delivered
October 1	Bing Topper/OS/POB, Bureau ABC Program Managers		Each Bureau and the OS Budget Office completes and disseminates a plan for direct charging of time and purchases by employees Employees charged as worked, not as planned Adequate procedures and controls are in place to preclude overspending of accounts Central accounts are eliminated or significantly reduced Procedures and controls are in place to accomodate the purpose of the former central account	Bureaus have included business rules in their ABC training and will be diseminating coding guidance by 9/30. QuickTime implementation has begun across the Dept 8/10. Ongoing discussion with NBC Finance to develop systematic approach to preclude overspending accounts from 8/1. Will discuss with appropriate subcommittee staff as change would require congressional approval.
October 1	Nina Hatfield/Bureaus/OS Offices		Responsibility for monitoring account balances is established and included in employee peformance evaluations. Policy letter is issued.
October 1-Debember 31	ABC/M System Test Team and Users Group, DOI ABC/M Configuration Control Board	Test Team and Users Group test ABC/M module. ABC/M module finalized
October 31	ABC/M System contractor	Executive Dashboard prototype delivered
NOVEMBER
Nov 1 – Jan 15, 2004	ABC/M System Integrated Test Team DOI ABC/M Configuration Control Board	Test Team tests Executive Dashboard. Executive Dashboard finalized
November 30	Dennis Locke/NBC	Quicktime Phase I implementation completed
DECEMBER
Week of Dec 1	Betty Buxton/BLM Dot Sugiyama/OS/PAM		ABC-AOT meets to: Discuss the ABC work activity definitions for 2004 and ensure that each team member has thorough and consistent understanding of the definitions ABC-AOT members will be called upon to assist in their Bureau's training activities Draft a team charter for approval by the Deputy Assistant Secretaries Establish clear change control guidelines and controls for ABC work activities Reviews Bureau activity crosswalks to DOI crosscutting activities and recommends approval or disapproval to the Deputy Assistant Secretaries
December 31	ABC/M System contractor	Final Performance and ABC/M modules delivered
JANUARY
Week of Jan 10	Dot Sugiyama/OS/PAM; Lynn McPheeters/DOIU; ABC/M System contractor	Train users/executives on ABC/M system
Week of January 15	Pam Haze/OS/POB	DOI and Bureaus make final decision regarding how Bureaus and Offices will fully comply with SFFAS#4 while, at the same time, providing information necessary for budget and performance integration Policy document is issued		POB is working with BLM and OSM to determine how they use ABC/M to further budget and performance integration throughout the 2005 formulation cycle (May - Sep 2003). Initial guidance on how to use ABC/M for 2006 budet formulation will be provided in 1st qtr FY04.
January 15	ABC/M System contractor	Final Executive Dashboard delivered

Date

Responsible Official/Office

Milestones DOI

Bureau Action Items

Status/Comments

FEBRUARY

MARCH

April

MAY

JUNE

JULY

AUGUST

SEPTEMBER

OCTOBER

NOVEMBER

DECEMBER

JANUARY