FINANCIAL ADMINISTRATION MEMORANDUM NO 2008-02
February 12, 2008
FINANCIAL ADMINISTRATION MEMORANDUM NO. 2008-02 (II.A.)
To: Bureau Chief Finance Officers
Bureau Assistant Directors. Administration
Chief Financial Officer, National Business Center
Finance Officer, Office of the Special Trustee
From: Daniel L. Fletcher, Director /s/
Office of Financial Management
Subject: Revised Guidelines for Preparing and Reporting Accomplishments on the Internal
President's Management Agenda (PMA) Financial Management Scorecard
This Financial Administration Memorandum (FAM) updates guidance for preparing and
reporting accomplishments on the internal PMA financial management scorecard first published
in FAM 2007-021. Attachment 1 restates the guidelines for preparing and reporting
accomplishments on the internal PMA financial management scorecard with changes to the
guidance highlighted in bold print.
Changes to scorecard content:
All organizations who prepare internal PMA financial management scorecards should use the
template at attachment 2 to document their accomplishments against the PMA standards for
financial management. The template has been modified to correct a heading under the "Evidence
of Progress" column that possibly misled organizations to report accomplishments for the
previous six months. Organizations should report accomplishments for the reporting quarter
only; do not report accomplishments for the previous six months.
Additionally, organizations should not combine the green and yellow standards that address the
same topic when rating their current status. This presentation is the Office of Management and
Budget's (OMB's) format for external PMA financial management scorecard reporting. It is the
Department's format for internal PMA financial management scorecard reporting also.
Organizations that are part of the Department's consolidated audit should base their self
assessment against the "Clean annual audit" yellow standard on the results attained from the
consolidated audit. If the Department has a clean annual audit, then these organizations also
have a clean annual audit.
Changes to Departmental scoring of organizational accomplishments
Occasionally, the Office of Financial Management (PFM) will include additional reporting
requirements under the "Planned actions for next quarter" heading in the "Evidence of Progress"
column of the scorecard. These are items that PFM tracks as part of the Department's Internal
Control and Audit Follow-Up Program, Green Plan Initiative, Financial and Business
Management System (FBMS) implementation, or other financial management program/initiative.
These additional reporting requirements may also support PFM's external financial management
scorecard reporting to OMB. Organizations must include these additional reporting requirements
in next quarter's scorecard.
PFM point of contact for internal and external PMA scorecard reporting is Dorothy Sugiyama,
(202) 208-5789, e-mail Dorothy_Sugiyama@ios.doi.gov.
Attachments:
1. Guidelines for Preparing and Reporting Accomplishments on the Internal President's
Management Agenda (PMA) Financial Management Scorecard
2. Internal PMA Scorecard Template (revised)
3. Improved Financial Performance Standards
Prior Financial Administration Memorandum on this subject:
FAM 2007-021 (Cancelled)
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