CE2 Flowcharts

1
CE2 Flowcharts
DRAFT FOR CE2 PAT DISCUSSION PURPOSES

• CE2 Timeline
• PGO and Program Plan Development Process
• PEP Development Process
• Funding Distribution Process
• Execution Reporting Process

CE2 Management Office Joint Staff/J-7 JETD
as of 10 Mar 08
2
CE2 Timeline
(Revised)
30 Mar
7 Apr
1 Aug
30 Sep
ACTIVITIES SUPPORTING NEXT FY AND BEYOND
FY10-15
FY10
FY09
BES to OSD
PEP to OSD
PGO to OSD
POM to OSD
FY09
SUSP 16 Nov 07
NOTE For FY10, the PPlan takes the form of
POM10-15.
PRDs
PBRs, UFRs, and Draft PEP BES
SUSP 10 Apr 08
FY09 FY10
PBRs
FY09
Draft POM
Draft PGO
STAFFING J-7A 00395-07
STAFFING J-7A 00049-08
STAFFING J-7A TBD-08
SLT
SLT
SLT
SLT
CURRENT FY ACTIVITIES
10 Mar
10 Jun
10 Sep
10 Jan
RERs
RERs
RERs
RERs
MID-YEAR
CLOSE- OUT
ERs
ERs
ERs
ERs
ERs
ERs
ERs
ERs
ERs
ERs
ERs
ERs
OCT
NOV
DEC
JAN
FEB
MAR
APR
MAY
JUN
JUL
AUG
SEP
COLOR CODING BLUE submitted by
Claimants PURPLE briefed to CE2 SLT GREEN
submitted to OSD ORANGE quarterly CE2 SLT
meetings
BES Budget Estimate Submission (FY1 thru
FYDP) ER Execution Report (monthly, quarterly,
mid-year, closeout) PBR Program Budget Request
(FY1) PGO Program Goals Objectives
(FY1) PEP Program Execution Plan (FY1) POM -
Program Objective Memorandum (FYDP) PPLAN
Program Plan (FY1/2 thru FYDP) PRD Program
Requirements Document (FY1 and FY2) RER
Resource Execution Request (Current FY) SLT
Stakeholder Leadership Team
as of 10 Mar 08
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DRAFT FOR CE2 PAT DISCUSSION PURPOSES
CE2 PGO and Program Plan Development Process
A/R
T2 Strategic Plan, T2 I-Plan, T2 PPlan, GDF, DAWG
Reduce Risk Areas, T2 Enterprise Principles,
PBD/PDM, etc.
CE2 PPlan/POM Combined into Overall T2 PPlan/POM
and Briefed to SAG/ESG
T2 PPlan/ POM
Dec SLT Meeting
Proposed Revisions to Program Plan/ POM and PGO
PRD Repository
CE2 SLT Review and comment on Draft PPlan/ POM
and PGO
1 May
Director J-7 Approve PPlan/POM
CE2 PPIan/ POM
Final Draft PPlan/POM and PGO
CE2 PRDs
COCOM GO/FO/SES Approval (GO/FO/SES JSAPs)
CE2 PAT (comment resolution)
CE2 SLT Approval (Planner JSAPs)
CE2 Claimants submit annually by mid-November
In even (on) years, the PPI and PPlan will take
the form of a POM input. Timing and formats
will be determined by OSD. In odd (off) years,
change proposals may be developed and submitted
to OSD/Congress.
Director J-7 sign PGO
ACRONYMS JSAP Joint Staff Action Package
(formal coordination tool) PAT Process Action
Team PGO Program Goals Objectives POM
Program Objective Memorandum PPlan Program
Plan PRD Program Requirements Document
30 Mar
CE2 PGO
DUSD(R) sign PGO
4
DRAFT FOR CE2 PAT DISCUSSION PURPOSES
CE2 PEP Development Process
T2 Strategic Plan, T2 I-Plan, T2 PPlan/POM, GDF,
DAWG Reduce Risk Areas, T2 Enterprise Principles,
PBD/PDM, etc.
CE2 PAT
Discuss Via Telecon/VTC(s)
PBR Pass Initial CE2 Mgmt Office Screening ?
Jun SLT Meeting
PBR GO/NO-GO Recommend- ations
PBR Repository

• CE2 SLT
• designate
• all PBRs as
• Approved
• UFR
• Deferred

YES
CE2 PGO
CE2 Claimants submit annually
NO
CE2 PBRs
CE2 SLT approve PEP (Planner JSAP)
Draft PEP
COCOM GO/FO/SES approve PEP (GO/FO/SES JSAP)
PBR Repository
Director J-7 sign PEP
ACRONYMS JSAP Joint Staff Action Package
(formal coordination tool) PAT Process Action
Team PBR Program Budget Request PGO Program
Goals Objectives UFR Unfunded (or
underfunded) Requirement
30 Sep
DUSD(R) sign PEP
CE2 PEP
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DRAFT FOR CE2 PAT DISCUSSION PURPOSES
CE2 Funding Distribution Process
RER based on approved PBR(s) ?
Build Quarterly Funding Request
RER Repository
YES
CE2 Mgmt Office submit to OSD
PBR Database
1
NO
CE2 PAT
CE2 RERs
OSD(C)/WHS sends funds to Claimants via PBAS
CE2 PAT Review RER and make recommendation
CE2 Claimants submit quarterly
Note an example of this was CENTCOMs allocation
of 1.0M to AFRICOM in FY08.
OSD Approve? (A/R)
CE2 SLT Approve ?
YES
YES
NO
NO
If above the T2 I-Plan specified thresholds
(500K CE2 SLT or 1.5M T2 JIPT Chairman), the
proposed reallocation must be presented to the
T2 SAG/ESG, OSD, or Congress, as required, for
approval.
1
1
ACRONYMS PBAS Program Budget and Accounting
System PBR Program Budget Request A/R - As
Required (see )
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DRAFT FOR CE2 PAT DISCUSSION PURPOSES
CE2 Execution Reporting/Review Process
Mid-year End-of-year ONLY
From Congress, OSD (Comptroller), WHS, etc.
Other Execution Guidance
CE2 PAT
CE2 PAT review and make recommendations on
variances (e.g., reallocate)
Reports Pass Initial CE2 Mgmt Office Screening ?
Compile Report
Report Repository
YES
CE2 PEP
NO
CE2 Reports
CE2 SLT review/act on recommendations (if
reallocating, follow T2 business rules)
CE2 Claimants submit monthly (simplified)
and quarterly (detailed)
OSD(PR) roll-up into single CE2T2 Execution
Report and provide to WHS, OSD(C), and OSD(PAE)
Finalize report and provide to OSD(PR)
If above the T2 I-Plan specified thresholds
(500K CE2 SLT or 1.5M T2 JIPT Chairman), the
proposed reallocation must be presented to the
T2 SAG/ESG, OSD, or Congress, as required, for
approval.
CE2 Execution Report
Report formats are provided by the CE2
Management Office and follow the T2 Business
Rules.