OMB Circular A-16 Portfolio Management Implementation

Plan

Ivan DeLoatch, FGDC OS

Coordination Group MeetingFebruary 18, 2014

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A-16 PfM Implementation PlanDrivers:

OMB Circular A-16, A-16 Supplemental GuidanceGAO Report (GAO-13-94): Geospatial Information – OMB and Agencies Need to Make Coordination a Priority to Reduce Duplication (November 2012)National Geospatial Advisory Committee recommendationsOpen Data Policy, Digital Government Strategy, Open Government Directive

Process:Core team coordinating with Theme Leads and Dataset ManagersInteragency project team:

Executive Champions: Adrian Gardner (FEMA), Ivan DeLoatch (FGDC)

Writing Team Lead: Jen Carlino (USGA/FGDC/CSAS)

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Core Team Members

Anne Ball (NOAA, Climate and Weather Theme) Wendy Blake-Coleman (EPA) Jennifer Carlino (FGDC) Mark Bradford (DOT) Joel Dyer (FEMA) Jim Irvine (COMSO/FGDC) Michel Kareis (GSA, Real Property Theme) Edgar Pedroza (DOI) Ken Shaffer (FGDC) Brigitta Urban-Mathieux (FGDC) Chris Vaughan (FEMA) Lynda Wayne (GeoMaxim/FGDC) Kimberly Winger (FEMA) Sean Zintel (COMSO/FGDC)

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Implementation Plan Schedule

Timeframe Activity … Feb – July 2013 actions removed for clarity Sep 4, 2013 Implementation Plan 1st draft released for core team review Sep 12, 2013 Steering Committee Meeting and request for additional representatives to work on plan Sep 20, 2013 Small core team vetted approach and revised draft plan outline Oct 31, 2013 Theme Leads meeting on content, actions and writing team (rescheduled from 10/2/13) Nov 13, 2013 Convene core group to prepare rough draft Nov 14, 2013 Convene writing team to develop 1st draft (begin weekly meetings) Nov 19, 2013 Theme Lead meeting – focus on implementation steps and actions Nov 27, 2013 Core group develops, 2nd draft from Theme Lead meeting input and submitted comments Dec 6, 2013 Draft plan to writing team for review (Core Team comments on v7.0, 12/9 meeting to adjudicate comments) Dec 11, 2013 Draft plan to Theme Leads / Coord. Group for review/comment (due 12/16, Core team adjudicates 12/17) Dec 19, 2013 Draft to Executive Committee, Coordination Group, Executive Champions, for review and comment (final

comments by 1/10) Jan 10-16, 2013 Writing team reviews comments and updates draft Jan 17, 2014 Revised draft to Steering Committee, Coordination Group, NGAC subcommittee for review/content (Due 1/28) Jan 28-Feb 11 Adjudication of comments and edits

Feb 11, 2014 Revised Draft Final (v4) to Steering Committee - cc Coord. Group and Theme Leads (comments due Monday 2/24)

Feb 13, 2014 Steering Committee Meeting – discussion on plan prior to electronic vote

Feb 24-28 Adjudicate comments/feedback, develop Final Draft for Vote (v5)

Feb 28, 2014 Final Draft for Vote (v5) to Steering Committee for electronic approval vote (vote response due March 14)

Mar 14-21 Prepare Approved Final Document for release

Mar 31, 2014

Revised action due date of Steering Committee approved Implementation Plan to GAO**Plan implementation is supported by Geospatial Platform tools still to be developed. The plan may be revised and updated to align with actual implementation solutions as they are developed.

DRAFT 11-5-13Updated 11-25-13, 12-6-13, 12-9-13, 1-3-14, 1-10-14, 2-3-14, 2-11-14

Items in yellow are complete

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Plan Overview

The PfM Implementation Plan outlines the approach for instituting the portfolio management process as outlined in OMB Circular A–16 Supplemental Guidance (2010). Most of the plan will serve as the implementation plan for Goal 2 of the NSDI Strategic Plan.The FGDC Steering Committee will oversee the implementation process and monitor progress.Outcomes:

A robust and accessible set of core geospatial datasets, called National Geospatial Data Assets (NGDAs), which will improve mission support for Federal agencies, their partners and stakeholders.

Opportunities for collaborative investments through partnerships to leverage resources, avoid duplication and enhance return on investments

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Plan Overview cont.

Actions derived from goals and objectives from key documents, developed with extensive input from representatives from Federal agencies and a wide array of geospatial stakeholders: OMB Circular A–16, Supplemental Guidance, November 10,

2010 NSDI Strategic Plan: 2014—2016, December 2013

Outlines a 3-year phased approachIncludes actions that have/are occurring to establish a framework e.g. identifying Theme leads, registering data services, and

establishing Theme communities on the Geospatial Platform

Includes actions for implementing and sustaining an annual process

NGDA PfM Roles and Responsibilities

PfM Process

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Alignment with Other Policies

Agencies to ensure compliance with associated policies and reporting directivesShould be included in the Agencies’ business practices and execution

For ExampleOpen Data Policy M-13-13 Mosaic effect: combining multiple information

sources may pose a risk of exposing PII or other potentially sensitive information

Ultimately it is the responsibility of each agency to perform the necessary analysis and comply with all applicable laws, regulations, and policies

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Primary Comment Topics – to date

Common threads: Timelines (resource availability/due dates) Dataset and Theme Maturity Baseline Assessment

(when available for review/completion) Connections with Agency Budget Processes (ensure

clear link with Portfolio Management process and individual agency budget processes)

Do not create unnecessary reporting mechanisms (leverage existing efforts)

Reviewers need to supply “content” for inputs, not just comments, to ensure issues are addressed and the plan aligns with their agency’s processes and needs

 Agency CG/Theme Lead 12/11/13 Draft Review

ExCom, CG, Exec Champs 12/19/13

Draft Review

SC, CG 1/20/14+ Revised Draft

Review

SC, CG 2/11/2014 Revised Draft Final

Review

SC Endorsement

Vote 3/14/2014DOI x (2) x (4) x (4)

Agriculture x (2) x xCommerce x (3) xDoD - NGA x*Education x*

Energy x* x* x*EPA x xGSAHHS

Homeland Security

FEMA x x (2)HUD x

JusticeLaborLOC

NARANASANSFOMB xSBASSA

StateTransportation x

TreasuryTVA

USACEUSAID

VAResponding agencies / Number of participating 6 /8 10 /16 4 / 7

A-16 Implementation Plan Comments Matrix

2-14-2014

Agencies highlighted in blue are part of the writing team. *Agencies expressed support with no comments. (#) Denotes number of responses from the Agency.

+Three responses from NGAC11

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Ex Com Meeting, 1/28/14

Suggested slight modifications to the organization of the document within the existing framework of the Plan;

Impacted the Steering Committee endorsement vote planned for the February 13th meeting - will review and discuss the updated version of the Plan

Suggested changes included: Revising the wording for the two main sections of the document and

clarifying some content Condensing some areas; moving some of the actions; and reworking the

Priority Setting/Budget Process section to better enable the portfolio management process

A few members of the ExCom met the following week to discuss additional geospatial investments more broadly and the connections with the Plan.

OMB suggested including language addressing related geospatial investments other than data

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A-16 Theme Lead Collaboration Communities

Developing 16 community storefrontsImplementing login protected collaboration areasFocused on theme/dataset coordination/developmentProvide best practices, links to standards, blogs, document libraries, etc.

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Next StepsVersion 4 distributed - 2/11/14 To Steering Committee, Coordination Group, and Theme

Leads Reviewers to comment and supply content Coordinate information on their previous comments/content

with their other agency reviewers A single response per Steering Committee agency requested

Steering Committee and Coordination Group to provide any additional comments and content for inclusion in Version 5 by 2/24/14Steering Committee electronic vote - 2/28/2014 (electronic) due 3/14/14Steering Committee approved Implementation Plan, GAO action due date – 3/31/2014

QUESTIONS?