Managing PARTs and the Quarterly Management Report

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Managing PARTs and the Quarterly Management Report

• Presented byLisa Greenwood, Office of Budget and
  Program Analysis

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Budget and Performance Integration

• What IS Budget and Performance Integration?

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Basic Components of BPI

• Incorporate performance information into budget
  decision-making and products
• PART
• Performance Reporting

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Incorporate performance information into budget
decision-making and products

• In 2003, the Deputy Secretary created the BPI
  Board
• For the past 3 years, USDA has required agencies
  to
• identify how their programs and performance plans
  support the Secretarys Strategic Plan
• provide outcome, annual and efficiency measures
  to identify program performance
• For each performance measure, agencies must
  provide actual information in addition to target
  information
• Include financial information and the full cost
  of program operations.

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What is PART?

• PART Program Assessment Rating Tool
• OMB developed PART to assess and improve program
  performance so that the Federal Government can
  achieve better results.
• Evaluates program performance by reviewing 4
  areas
• Program Purpose and Design
• Strategic Planning
• Program Management
• Program Results and Accountability

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How are PART results used?

• Identify program strengths and weaknesses
• Inform budget decisions
• Not the only factor in decisions
• High score does not necessarily mean an increase
  in funding, nor does a low score necessarily mean
  a budget will be cut
• Results are published as part of the Presidents
  Budget

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Reporting

• Annual Report
• USDA is required to provide an Annual Performance
  Report (aka the PAR) with the Consolidated
  Financial Statements by November 15.
• Quarterly Performance Reports
• Agencies provide quarterly performance reports to
  the Secretary
• Quarterly reports include information on key
  performance measures, progress in meeting PART
  recommendations, and on a list of other important
  performance and financial information
• Quarterly PART reports to OMB
• USDA is required to provide quarterly reports to
  OMB on progress in implementing PART
  recommendations

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Management Information Tracking System (MITS)

• How were changing the way we collect and report
  information

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What is MITS?

• MITS is a web-based data collection application
  for use in completing and collaborating on PARTs
• MITS is maintained on a Department of Interior
  file server
• MITS is currently being used by Interior,
  Commerce, Treasury and USDA

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Why do we need MITS?

• In the past, PART and report preparation were
  manual, slow, and inefficient
• Excel or Word based reports only
• Manual comparison among programs
• Manual tracking of OMB recommendations
• Manual reporting only
• No versioning process
• Limited access to data

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The Benefits of MITS

• Centralized data repository
• Automatic tracking of OMB recommendations and
  milestones
• Custom reporting capabilities
• Automatic data export/import to OMB (via XML)
• Online web access 24/7
• Automatic versioning control

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MITS allows users to have personalized dashboards
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Future applications for web-based reporting

• Preparation of
• The Quarterly Report
• The Annual Report
• Many other possible applications!!!